Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Exchange Capital Management, Inc. | $670,015,969 | 206 | $3,252,505 | June 30, 2025 Stale |
| STRATEGY ASSET MANAGERS LLC | $669,718,863 | 265 | $2,527,241 | June 30, 2026 |
| First Commonwealth Financial Corp /PA/ | $668,995,407 | 269 | $2,486,972 | June 30, 2026 |
| Verum Partners LLC | $668,617,823 | 202 | $3,309,989 | June 30, 2026 |
| General Pension Society PZU Joint Stock Co | $668,147,167 | 16 | $41,759,198 | June 30, 2026 |
| TSG Advice Partners, LLC | $667,385,606 | 135 | $4,943,597 | March 31, 2026 Previous quarter |
| Annis Gardner Whiting Capital Advisors, LLC | $666,275,815 | 349 | $1,909,100 | June 30, 2026 |
| CAPITAL MANAGEMENT CORP /VA | $666,252,558 | 72 | $9,253,508 | June 30, 2026 |
| ADVOCATE GROUP LLC | $665,137,045 | 122 | $5,451,943 | June 30, 2026 |
| Cantillon Capital Management LLC | $665,113,090 | 27 | $24,633,818 | June 30, 2026 |
| BTC Capital Management, Inc. | $665,006,543 | 207 | $3,212,592 | June 30, 2026 |
| Advisory Resource Group | $664,963,949 | 183 | $3,633,683 | June 30, 2026 |
| Blue Owl Capital Holdings LP | $664,512,435 | 76 | $8,743,585 | June 30, 2026 |
| San Luis Wealth Advisors LLC | $664,430,309 | 187 | $3,553,103 | June 30, 2026 |
| MCMORGAN & CO LLC | $664,035,927 | 37 | $17,946,917 | June 30, 2026 |
| CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. | $663,548,636 | 143 | $4,640,200 | June 30, 2026 |
| Pacific Capital Wealth Advisors, Inc. | $663,353,750 | 92 | $7,210,367 | June 30, 2026 |
| Bain Capital Prairie, LLC | $663,148,219 | 1 | $663,148,219 | June 30, 2026 |
| Overbrook Management Corp | $662,996,686 | 68 | $9,749,951 | June 30, 2026 |
| Alpine Bank Wealth Management | $661,678,854 | 404 | $1,637,819 | June 30, 2026 |
| Factor Wealth Management LTD | $661,496,572 | 170 | $3,891,156 | June 30, 2026 |
| Wealthstream Advisors, Inc. | $661,331,926 | 204 | $3,241,823 | Sept. 30, 2025 Stale |
| Providence Capital Advisors, LLC | $660,480,879 | 385 | $1,715,535 | June 30, 2026 |
| Ellis Investment Partners, LLC | $659,968,842 | 285 | $2,315,680 | June 30, 2026 |
| Fourth Sail Capital LP | $659,885,158 | 26 | $25,380,198 | June 30, 2026 |
| Partners in Financial Planning | $659,518,224 | 131 | $5,034,490 | June 30, 2026 |
| MinichMacGregor Wealth Management, LLC | $659,188,245 | 150 | $4,394,588 | June 30, 2026 |
| Essex LLC | $658,750,332 | 180 | $3,659,724 | June 30, 2026 |
| Wick Capital Partners, LLC | $658,567,394 | 246 | $2,677,103 | June 30, 2026 |
| West Financial Advisors, LLC | $658,506,657 | 224 | $2,939,762 | June 30, 2026 |
| Pandi, LLC | $658,299,414 | 4 | $164,574,854 | June 30, 2026 |
| UNITED BANK | $657,738,282 | 130 | $5,059,525 | June 30, 2026 |
| Compass Ion Advisors, LLC | $657,689,945 | 297 | $2,214,444 | June 30, 2026 |
| Mengis Capital Management, Inc. | $657,671,843 | 218 | $3,016,843 | June 30, 2026 |
| Allen Mooney & Barnes Investment Advisors LLC | $657,550,137 | 152 | $4,325,988 | June 30, 2026 |
| Hartford Funds Management Co LLC | $657,498,667 | 98 | $6,709,170 | June 30, 2026 |
| MITCHELL CAPITAL MANAGEMENT CO | $657,476,144 | 117 | $5,619,454 | June 30, 2026 |
| Belmont Capital, LLC | $657,473,332 | 167 | $3,936,966 | June 30, 2025 Stale |
| Beck Bode, LLC | $657,376,712 | 108 | $6,086,821 | June 30, 2026 |
| Alpha Omega Wealth Management LLC | $657,005,759 | 208 | $3,158,682 | June 30, 2026 |
| CMH Wealth Management LLC | $655,456,529 | 117 | $5,602,193 | June 30, 2026 |
| Clear Trail Advisors, LLC | $655,165,976 | 161 | $4,069,354 | June 30, 2026 |
| Sovereign Financial Group, Inc. | $654,385,712 | 386 | $1,695,300 | June 30, 2026 |
| ZEGA Investments, LLC | $654,270,092 | 335 | $1,953,045 | June 30, 2026 |
| WealthShield Partners, LLC | $653,811,412 | 379 | $1,725,096 | June 30, 2026 |
| Marble Wealth, LLC | $653,267,064 | 234 | $2,791,740 | June 30, 2026 |
| Endurance Services Ltd | $653,034,613 | 8 | $81,629,327 | June 30, 2026 |
| Stamos Capital Partners, L.P. | $652,547,801 | 140 | $4,661,056 | June 30, 2026 |
| Nordwand Advisors, LLC | $652,242,399 | 146 | $4,467,414 | June 30, 2026 |
| Three Arch Wealth Management LLC | $651,945,353 | 69 | $9,448,483 | June 30, 2026 |
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