Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Dorsey Wright & Associates | $589,777,608 | 131 | $4,502,119 | June 30, 2026 |
| MIG Capital, LLC | $589,443,782 | 43 | $13,707,995 | Dec. 31, 2025 Stale |
| Estuary Capital Management LP | $589,311,929 | 21 | $28,062,473 | June 30, 2026 |
| CenterStar Asset Management, LLC | $588,938,735 | 234 | $2,516,832 | June 30, 2026 |
| Aspen Wealth Management LLC | $588,745,616 | 132 | $4,460,194 | June 30, 2026 |
| Solel Partners LP | $588,489,727 | 24 | $24,520,405 | June 30, 2026 |
| New World Advisors LLC | $588,364,414 | 125 | $4,706,915 | June 30, 2026 |
| All Terrain Financial Advisors, LLC | $588,327,044 | 157 | $3,747,306 | June 30, 2026 |
| Triata Capital Ltd | $588,271,441 | 12 | $49,022,620 | June 30, 2026 |
| Canvas Wealth Advisors, LLC | $587,968,403 | 240 | $2,449,868 | March 31, 2026 Previous quarter |
| NUANCE INVESTMENTS, LLC | $587,666,389 | 52 | $11,301,277 | June 30, 2026 |
| WestHill Financial Advisors, Inc. | $587,307,996 | 82 | $7,162,293 | June 30, 2026 |
| Curbstone Financial Management Corp | $586,986,341 | 215 | $2,730,169 | June 30, 2026 |
| Brady Martz Wealth Solutions, LLC | $586,879,524 | 195 | $3,009,639 | March 31, 2026 Previous quarter |
| WHALEROCK POINT PARTNERS, LLC | $586,853,818 | 207 | $2,835,043 | June 30, 2026 |
| MFA WEALTH ADVISORS, LLC | $586,682,922 | 99 | $5,926,090 | June 30, 2026 |
| Peninsula Wealth, LLC | $586,682,477 | 105 | $5,587,452 | Dec. 31, 2024 Stale |
| Davern Capital Partners, LP | $586,539,478 | 15 | $39,102,632 | June 30, 2026 |
| High Note Wealth, LLC | $586,166,680 | 959 | $611,227 | June 30, 2026 |
| Sterling Investment Advisors, Ltd. | $585,790,106 | 225 | $2,603,512 | June 30, 2026 |
| REAP Financial Group, LLC | $585,583,707 | 542 | $1,080,413 | June 30, 2026 |
| Bernardo Wealth Planning LLC | $585,379,621 | 139 | $4,211,364 | June 30, 2026 |
| ESL Trust Services, LLC | $585,064,286 | 266 | $2,199,490 | June 30, 2026 |
| GenWealth Group, Inc. | $584,489,922 | 85 | $6,876,352 | March 31, 2026 Previous quarter |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | $583,719,216 | 366 | $1,594,861 | March 31, 2026 Previous quarter |
| HUTCHINSON CAPITAL MANAGEMENT/CA | $583,669,084 | 108 | $5,404,343 | June 30, 2026 |
| Land & Buildings Investment Management, LLC | $583,445,460 | 19 | $30,707,656 | June 30, 2026 |
| DIVERSIFIED MANAGEMENT INC | $583,239,009 | 262 | $2,226,103 | March 31, 2026 Previous quarter |
| Div Capital Phoenix Assets Ltd | $583,128,729 | 9 | $64,792,081 | June 30, 2026 |
| Frisch Financial Group, Inc. | $582,855,413 | 187 | $3,116,874 | June 30, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | $582,670,737 | 295 | $1,975,155 | June 30, 2026 |
| 111 Capital | $582,143,923 | 488 | $1,192,918 | June 30, 2026 |
| Great Diamond Partners, LLC | $581,752,123 | 238 | $2,444,337 | June 30, 2026 |
| Liberty Capital Management, Inc. | $581,747,348 | 184 | $3,161,670 | June 30, 2026 |
| MARIETTA INVESTMENT PARTNERS LLC | $581,685,335 | 170 | $3,421,678 | June 30, 2026 |
| Cambridge Advisors Inc. | $581,682,783 | 183 | $3,178,594 | June 30, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | $580,835,822 | 172 | $3,376,952 | June 30, 2026 |
| Cedar Mountain Advisors, LLC | $580,725,876 | 1,175 | $494,235 | June 30, 2026 |
| Prosight Management, LP | $580,350,212 | 36 | $16,120,839 | June 30, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | $580,034,355 | 108 | $5,370,688 | June 30, 2026 |
| McNamara Financial Services, Inc. | $579,744,090 | 104 | $5,574,462 | June 30, 2026 |
| Praetorian Wealth Management, Inc. | $579,592,658 | 84 | $6,899,913 | June 30, 2026 |
| COFG Advisors, LLC | $579,358,377 | 319 | $1,816,170 | June 30, 2026 |
| EFG Asset Management (Americas) Corp. | $579,163,224 | 146 | $3,966,871 | Sept. 30, 2025 Stale |
| Call To Action Foundation | $578,967,246 | 1 | $578,967,246 | June 30, 2026 |
| Abel Hall, LLC | $578,703,614 | 955 | $605,972 | June 30, 2026 |
| FPR PARTNERS LLC | $578,645,646 | 10 | $57,864,565 | March 31, 2025 Stale |
| Rezny Wealth Management, Inc. | $578,600,019 | 37 | $15,637,838 | June 30, 2026 |
| Professional Financial Advisors, LLC | $578,120,765 | 146 | $3,959,731 | June 30, 2026 |
| Intellectus Partners, LLC | $578,034,312 | 317 | $1,823,452 | June 30, 2026 |
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