Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| ERn Financial, LLC | $604,315,365 | 161 | $3,753,512 | June 30, 2026 |
| Sio Capital Management, LLC | $604,294,540 | 59 | $10,242,280 | June 30, 2026 |
| Morse Asset Management, Inc | $603,835,677 | 415 | $1,455,026 | June 30, 2026 |
| Varenne Capital Partners | $603,318,085 | 30 | $20,110,603 | June 30, 2026 |
| Eagle Health Investments LP | $603,308,468 | 27 | $22,344,758 | June 30, 2026 |
| Perkins Coie Trust Co | $603,279,390 | 260 | $2,320,305 | June 30, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | $603,270,553 | 891 | $677,071 | June 30, 2026 |
| Oakwell Private Wealth Management, LLC | $603,172,310 | 83 | $7,267,136 | June 30, 2026 |
| Fund 1 Investments, LLC | $603,063,490 | 47 | $12,831,138 | June 30, 2026 |
| GSK plc | $602,220,442 | 13 | $46,324,649 | June 30, 2026 |
| Family Investment Center, Inc. | $602,197,244 | 120 | $5,018,310 | June 30, 2026 |
| Westover Capital Advisors, LLC | $601,931,750 | 240 | $2,508,049 | June 30, 2026 |
| BRASS TAX WEALTH MANAGEMENT, INC | $601,535,321 | 246 | $2,445,266 | Sept. 30, 2025 Stale |
| PRECEDENT WEALTH PARTNERS, LLC | $601,381,055 | 207 | $2,905,222 | June 30, 2026 |
| Aveo Capital Partners, LLC | $601,179,411 | 177 | $3,396,494 | March 31, 2025 Stale |
| Grey Fox Wealth Advisors, LLC | $601,006,159 | 179 | $3,357,576 | June 30, 2026 |
| Marotta Asset Management | $600,931,009 | 103 | $5,834,282 | June 30, 2026 |
| Kendall Capital Management | $600,357,353 | 236 | $2,543,887 | June 30, 2026 |
| HOLDERNESS INVESTMENTS CO | $599,806,002 | 261 | $2,298,107 | June 30, 2026 |
| Manhattan West Asset Management, LLC | $598,899,006 | 185 | $3,237,292 | June 30, 2026 |
| Intel Corp | $598,879,975 | 2 | $299,439,988 | June 30, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | $598,764,374 | 113 | $5,298,800 | June 30, 2026 |
| Systelligence, LLC | $598,719,389 | 62 | $9,656,764 | June 30, 2026 |
| Iowa State Bank | $598,285,124 | 118 | $5,070,213 | June 30, 2026 |
| GWN SECURITIES INC. | $598,015,312 | 486 | $1,230,484 | June 30, 2026 |
| BANK OF NOVA SCOTIA TRUST CO | $597,808,740 | 173 | $3,455,542 | June 30, 2026 |
| Meiji Yasuda America Inc | $597,569,477 | 57 | $10,483,675 | June 30, 2026 |
| Woodson Capital Management, LP | $597,407,275 | 26 | $22,977,203 | June 30, 2026 |
| Lodge Hill Capital, LLC | $596,362,063 | 27 | $22,087,484 | June 30, 2026 |
| SSI INVESTMENT MANAGEMENT LLC | $596,250,002 | 248 | $2,404,234 | June 30, 2026 |
| WEST PACES ADVISORS INC. | $596,033,349 | 765 | $779,129 | June 30, 2026 |
| ABLE Financial Group, LLC | $595,866,129 | 222 | $2,684,082 | June 30, 2026 |
| Phraction Management LLC | $595,535,839 | 66 | $9,023,270 | June 30, 2026 |
| Rockport Wealth LLC | $595,268,294 | 110 | $5,411,530 | June 30, 2026 |
| SOA Wealth Advisors, LLC. | $595,058,831 | 891 | $667,855 | June 30, 2026 |
| Covenant Asset Management, LLC | $594,587,834 | 164 | $3,625,536 | June 30, 2026 |
| Edge Wealth Management LLC | $593,948,356 | 87 | $6,826,993 | June 30, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | $593,845,793 | 602 | $986,455 | June 30, 2026 |
| RPTC Inc. | $593,779,828 | 7 | $84,825,690 | June 30, 2026 |
| KIRR MARBACH & CO LLC /IN/ | $593,765,070 | 57 | $10,416,931 | June 30, 2026 |
| Drake & Associates, LLC | $593,657,467 | 108 | $5,496,828 | June 30, 2026 |
| JMAC ENTERPRISES LLC | $593,470,033 | 122 | $4,864,508 | June 30, 2026 |
| Science & Technology Partners, L.P. | $592,798,710 | 84 | $7,057,128 | June 30, 2026 |
| Titan Investment Solutions Ltd | $592,728,322 | 60 | $9,878,805 | June 30, 2026 |
| Matthew Goff Investment Advisor, LLC | $592,617,031 | 91 | $6,512,275 | June 30, 2026 |
| Astoria Portfolio Advisors LLC. | $592,226,108 | 358 | $1,654,263 | June 30, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | $591,772,466 | 362 | $1,634,731 | June 30, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | $591,705,442 | 181 | $3,269,091 | June 30, 2026 |
| DUNCKER STREETT & CO INC | $590,779,037 | 521 | $1,133,933 | June 30, 2026 |
| Anatole Investment Management Ltd | $589,787,537 | 13 | $45,368,272 | June 30, 2026 |
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