Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Allegiance Financial Group Advisory Services LLC | $577,586,779 | 205 | $2,817,496 | June 30, 2026 |
| HughesLittle Investment Management Ltd. | $577,080,407 | 13 | $44,390,801 | June 30, 2026 |
| Pinpoint Asset Management Ltd | $576,227,116 | 88 | $6,548,035 | March 31, 2025 Stale |
| Kozak & Associates, Inc. | $576,144,013 | 451 | $1,277,481 | June 30, 2026 |
| Conrad N. Hilton Foundation | $575,606,367 | 2 | $287,803,184 | June 30, 2026 |
| Columbia Asset Management | $575,233,956 | 168 | $3,424,012 | June 30, 2026 |
| M37 Management LP | $574,727,800 | 9 | $63,858,644 | June 30, 2026 |
| Solidarity Wealth, LLC | $574,244,358 | 93 | $6,174,671 | June 30, 2026 |
| STEMPOINT CAPITAL LP | $573,823,329 | 84 | $6,831,230 | June 30, 2026 |
| Serenus Wealth Advisors, LLC | $572,963,322 | 75 | $7,639,511 | June 30, 2026 |
| Blue Zone Wealth Advisors, LLC | $572,781,883 | 125 | $4,582,255 | June 30, 2026 |
| LYNCH & ASSOCIATES/IN | $572,514,554 | 129 | $4,438,097 | June 30, 2026 |
| Trust Co of Tennessee | $572,257,990 | 8 | $71,532,249 | June 30, 2026 |
| Southland Equity Partners LLC | $571,010,212 | 306 | $1,866,046 | June 30, 2026 |
| WESTPAC BANKING CORP | $570,905,688 | 498 | $1,146,397 | June 30, 2026 |
| Sanchez Wealth Management Group | $570,695,123 | 52 | $10,974,906 | June 30, 2026 |
| NBT BANK, N.A. | $570,311,401 | 1,069 | $533,500 | June 30, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT LLC | $569,664,741 | 224 | $2,543,146 | June 30, 2025 Stale |
| PCM Encore, LLC | $569,166,274 | 459 | $1,240,014 | June 30, 2026 |
| OCO Capital Partners, L.P. | $568,979,100 | 5 | $113,795,820 | June 30, 2026 |
| BRANT POINT INVESTMENT MANAGEMENT LLC | $568,957,695 | 120 | $4,741,314 | June 30, 2026 |
| Mission Creek Capital Partners, Inc. | $568,928,078 | 231 | $2,462,892 | June 30, 2026 |
| CHAPIN DAVIS, INC. | $568,575,053 | 256 | $2,220,996 | June 30, 2026 |
| Single Point Partners, LLC | $568,018,300 | 103 | $5,514,741 | June 30, 2026 |
| Panview Capital Ltd | $567,962,533 | 14 | $40,568,752 | June 30, 2026 |
| Horiko Capital Management LLC | $567,804,378 | 17 | $33,400,258 | June 30, 2026 |
| Weil Company, Inc. | $567,680,555 | 133 | $4,268,275 | June 30, 2026 |
| Premier Financial Group | $567,431,561 | 44 | $12,896,172 | March 31, 2026 Previous quarter |
| Insight Advisors, LLC/ PA | $567,256,969 | 241 | $2,353,763 | June 30, 2026 |
| Crossingbridge Advisors, LLC | $566,984,189 | 152 | $3,730,159 | June 30, 2026 |
| Clarity Wealth Advisors, LLC | $566,731,375 | 117 | $4,843,858 | June 30, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | $566,077,377 | 391 | $1,447,768 | June 30, 2026 |
| DCF Advisers, LLC | $565,758,923 | 93 | $6,083,429 | June 30, 2026 |
| Legacy Trust | $565,597,357 | 210 | $2,693,321 | June 30, 2026 |
| BetterWealth, LLC | $565,263,911 | 86 | $6,572,836 | June 30, 2026 |
| Primavera Capital Management Ltd | $565,074,592 | 5 | $113,014,918 | June 30, 2026 |
| Financial Advisors, LLC | $564,330,532 | 80 | $7,054,132 | Sept. 30, 2025 Stale |
| IDG China Capital Fund III Associates L.P. | $564,006,954 | 2 | $282,003,477 | June 30, 2026 |
| Fine Capital Partners, L.P. | $563,268,878 | 1 | $563,268,878 | Sept. 30, 2025 Stale |
| Poplar Forest Capital LLC | $562,632,408 | 52 | $10,819,854 | March 31, 2025 Stale |
| CENTRAL BANK & TRUST CO | $562,623,914 | 185 | $3,041,210 | June 30, 2026 |
| MANCHESTER FINANCIAL INC | $562,557,897 | 145 | $3,879,710 | June 30, 2026 |
| Tradewinds Capital Management, LLC | $562,553,819 | 715 | $786,789 | June 30, 2026 |
| SACHEM HILL LLC | $562,535,741 | 67 | $8,396,056 | June 30, 2026 |
| Ramsay, Stattman, Vela & Price, Inc. | $562,150,183 | 84 | $6,692,264 | June 30, 2026 |
| Lincoln Capital LLC | $561,998,145 | 137 | $4,102,176 | June 30, 2026 |
| Financial Gravity Wealth, Inc. | $561,968,950 | 972 | $578,157 | March 31, 2026 Previous quarter |
| Leading Edge Financial Planning LLC | $561,559,123 | 78 | $7,199,476 | June 30, 2026 |
| Ma Investment Partnership, LP | $561,427,500 | 13 | $43,186,731 | June 30, 2026 |
| FCPM III SERVICES B.V. | $561,258,251 | 11 | $51,023,477 | June 30, 2026 |
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