Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| KEB ASSET MANAGEMENT, LLC | $617,813,988 | 137 | $4,509,591 | June 30, 2026 |
| Cynosure Group, LLC | $617,567,644 | 180 | $3,430,931 | June 30, 2026 |
| CacheTech Inc. | $617,525,993 | 169 | $3,654,000 | June 30, 2026 |
| Halter Ferguson Financial Inc. | $617,393,722 | 36 | $17,149,826 | June 30, 2026 |
| Sunburst Financial Group, LLC | $617,309,340 | 134 | $4,606,786 | June 30, 2026 |
| SAGE RHINO CAPITAL LLC | $617,214,968 | 385 | $1,603,156 | June 30, 2026 |
| PBMares Wealth Management LLC | $616,925,238 | 196 | $3,147,578 | Sept. 30, 2025 Stale |
| Nextech Invest Ltd. | $616,414,127 | 15 | $41,094,275 | Dec. 31, 2024 Stale |
| Financial Gravity Companies, Inc. | $616,352,520 | 1,037 | $594,361 | June 30, 2026 |
| Intelligence Driven Advisers, LLC | $615,988,117 | 140 | $4,399,915 | June 30, 2026 |
| Baring Fintech Fund III Managers Ltd | $615,744,155 | 1 | $615,744,155 | June 30, 2026 |
| Alpine Global Management, LLC | $615,363,223 | 275 | $2,237,684 | June 30, 2026 |
| Odyssean, LLC | $614,879,440 | 485 | $1,267,793 | June 30, 2026 |
| Financial Security Advisor, Inc. | $614,784,502 | 161 | $3,818,537 | June 30, 2026 |
| AIRE ADVISORS, LLC | $614,723,948 | 179 | $3,434,212 | June 30, 2026 |
| Conrad Siegel Investment Advisors, Inc. | $614,620,540 | 74 | $8,305,683 | June 30, 2026 |
| Sands Capital Alternatives, LLC | $613,546,175 | 24 | $25,564,424 | June 30, 2026 |
| Turim 21 Investimentos Ltda. | $613,236,635 | 121 | $5,068,071 | June 30, 2026 |
| Balefire, LLC | $612,919,907 | 475 | $1,290,358 | June 30, 2026 |
| M. Kulyk & Associates, LLC | $612,874,563 | 113 | $5,423,669 | June 30, 2026 |
| Fonville Wealth Management LLC | $612,325,650 | 147 | $4,165,481 | June 30, 2026 |
| Twele Capital Management, Inc. | $612,256,024 | 40 | $15,306,401 | June 30, 2026 |
| JACOBSON & SCHMITT ADVISORS, LLC | $612,148,321 | 81 | $7,557,387 | June 30, 2026 |
| SkyOak Wealth, LLC | $612,087,912 | 252 | $2,428,920 | June 30, 2026 |
| West Wealth Group, LLC | $611,266,337 | 143 | $4,274,590 | June 30, 2026 |
| Platform Technology Partners | $611,186,750 | 394 | $1,551,235 | June 30, 2026 |
| FINDELL CAPITAL MANAGEMENT LLC | $610,612,543 | 13 | $46,970,196 | June 30, 2026 |
| FRG Family Wealth Advisors LLC | $610,536,105 | 156 | $3,913,693 | March 31, 2026 Previous quarter |
| Integrated Quantitative Investments LLC | $610,489,150 | 373 | $1,636,700 | June 30, 2026 |
| Addison Capital Co | $610,381,599 | 184 | $3,317,291 | June 30, 2026 |
| Grant Street Asset Management, Inc. | $610,370,637 | 92 | $6,634,463 | June 30, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | $610,363,082 | 378 | $1,614,717 | June 30, 2026 |
| Portfolio Design Labs, LLC | $609,994,108 | 227 | $2,687,199 | June 30, 2026 |
| Mattern Wealth Management LLC | $609,336,291 | 183 | $3,329,707 | June 30, 2026 |
| DGS Capital Management, LLC | $609,326,658 | 629 | $968,723 | March 31, 2026 Previous quarter |
| Sompo Asset Management Co., Ltd. | $609,242,436 | 177 | $3,442,048 | June 30, 2026 |
| SUMMIT PARTNERS L P | $608,921,882 | 5 | $121,784,376 | June 30, 2026 |
| Opes Wealth Management LLC | $608,583,317 | 146 | $4,168,379 | March 31, 2026 Previous quarter |
| Ellsworth Advisors, LLC | $608,552,210 | 182 | $3,343,693 | June 30, 2026 |
| Delta Investment Management, LLC | $607,671,049 | 293 | $2,073,963 | June 30, 2026 |
| Advisor OS, LLC | $607,614,790 | 588 | $1,033,358 | June 30, 2026 |
| MASON CAPITAL MANAGEMENT LLC | $607,022,468 | 9 | $67,446,941 | June 30, 2026 |
| UPTICK PARTNERS, LLC | $606,776,412 | 337 | $1,800,523 | June 30, 2026 |
| Conifer Management, L.L.C. | $606,658,705 | 6 | $101,109,784 | June 30, 2026 |
| SKBA CAPITAL MANAGEMENT LLC | $606,041,757 | 79 | $7,671,415 | June 30, 2026 |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | $606,027,496 | 79 | $7,671,234 | June 30, 2026 |
| BANC FUNDS CO LLC | $605,452,100 | 92 | $6,581,001 | June 30, 2026 |
| Verbena Value LP | $605,261,190 | 31 | $19,524,555 | June 30, 2026 |
| Jackson Hole Capital Partners, LLC | $605,107,987 | 313 | $1,933,252 | March 31, 2026 Previous quarter |
| Requisite Capital Management, LLC | $605,022,820 | 127 | $4,763,959 | June 30, 2026 |
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