Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Stonebrook Private Inc. | $547,696,473 | 271 | $2,021,020 | June 30, 2026 |
| CoreView Capital Management Ltd | $547,133,302 | 8 | $68,391,663 | June 30, 2026 |
| Rossby Financial, LCC | $547,124,523 | 2,144 | $255,189 | June 30, 2026 |
| Greenstone Partners, L.P. | $546,899,378 | 11 | $49,718,125 | Sept. 30, 2025 Stale |
| Brooklyn FI, LLC | $546,888,989 | 434 | $1,260,113 | June 30, 2026 |
| DE BURLO GROUP INC | $546,638,059 | 90 | $6,073,756 | June 30, 2026 |
| Hamilton Wealth, LLC | $546,231,052 | 118 | $4,629,077 | June 30, 2026 |
| Lantz Financial LLC | $546,150,421 | 259 | $2,108,689 | June 30, 2026 |
| Stordahl Capital Management, Inc. | $545,945,266 | 68 | $8,028,607 | June 30, 2026 |
| TBH Global Asset Management, LLC | $545,895,911 | 263 | $2,075,650 | June 30, 2026 |
| Drummond Knight Asset Management Pty Ltd | $544,849,689 | 16 | $34,053,106 | June 30, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | $544,707,577 | 501 | $1,087,241 | June 30, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | $544,621,639 | 262 | $2,078,709 | June 30, 2026 |
| Riverpoint Wealth Management Holdings, LLC | $544,303,894 | 61 | $8,923,015 | June 30, 2026 |
| Privium Fund Management B.V. | $544,216,295 | 61 | $8,921,579 | June 30, 2026 |
| Broad Peak Investment Advisers Pte Ltd | $544,098,963 | 21 | $25,909,474 | June 30, 2026 |
| Abacus FCF Advisors LLC | $544,006,218 | 58 | $9,379,418 | June 30, 2026 |
| Private Portfolio Partners LLC | $543,866,442 | 299 | $1,818,951 | Dec. 31, 2024 Stale |
| COERENTE CAPITAL MANAGEMENT | $543,259,922 | 43 | $12,633,952 | June 30, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | $543,150,886 | 140 | $3,879,649 | June 30, 2026 |
| CHICAGO TRUST Co NA | $543,121,904 | 382 | $1,421,785 | June 30, 2026 |
| Crusonia Wealth Advisors LLC | $542,889,804 | 235 | $2,310,169 | June 30, 2026 |
| Madrona Financial Services, LLC | $542,590,855 | 143 | $3,794,342 | June 30, 2026 |
| Lafayette Investments, Inc. | $542,436,968 | 162 | $3,348,376 | June 30, 2026 |
| LOUISBOURG INVESTMENTS INC. | $542,058,827 | 210 | $2,581,233 | June 30, 2026 |
| CV Advisors LLC | $541,877,662 | 134 | $4,043,863 | June 30, 2026 |
| Artia Global Partners LP | $541,855,576 | 48 | $11,288,658 | June 30, 2026 |
| Sandy Spring Bank | $541,793,383 | 1,217 | $445,188 | March 31, 2025 Stale |
| WESTERLY CAPITAL MANAGEMENT, LLC | $541,778,793 | 46 | $11,777,800 | June 30, 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | $541,471,764 | 191 | $2,834,931 | June 30, 2026 |
| Verde Capital Management | $540,858,805 | 80 | $6,760,735 | June 30, 2026 |
| Wagner Wealth Management, LLC | $540,581,149 | 282 | $1,916,954 | June 30, 2026 |
| Cander Asset Management LP | $540,269,541 | 48 | $11,255,615 | June 30, 2026 |
| Mandatum Life Insurance Co Ltd | $540,144,597 | 90 | $6,001,607 | June 30, 2026 |
| Northwest Quadrant Wealth Management, LLC | $540,039,599 | 77 | $7,013,501 | June 30, 2026 |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | $540,004,212 | 64 | $8,437,566 | June 30, 2025 Stale |
| Aljian Capital Management, LLC | $539,747,891 | 134 | $4,027,969 | June 30, 2026 |
| Mascoma Wealth Management LLC | $539,321,831 | 609 | $885,586 | June 30, 2026 |
| GoalVest Advisory LLC | $539,118,468 | 500 | $1,078,237 | June 30, 2026 |
| America First Investment Advisors, LLC | $538,854,353 | 45 | $11,974,541 | June 30, 2026 |
| Keystone Wealth Services, LLC | $538,602,838 | 327 | $1,647,103 | June 30, 2026 |
| Symmetry Investments LP | $538,103,377 | 152 | $3,540,154 | June 30, 2026 |
| Manitou Investment Management Ltd. | $537,916,728 | 48 | $11,206,599 | June 30, 2026 |
| DecisionPoint Financial, LLC | $537,717,085 | 1,416 | $379,744 | June 30, 2026 |
| REVERENCE CAPITAL PARTNERS, L.P. | $537,557,828 | 1 | $537,557,828 | June 30, 2026 |
| Firestone Capital Management | $537,017,479 | 168 | $3,196,533 | June 30, 2026 |
| Second Line Capital, LLC | $536,878,107 | 176 | $3,050,444 | June 30, 2026 |
| Rosenberg Matthew Hamilton | $536,760,366 | 792 | $677,728 | June 30, 2026 |
| Stelac Advisory Services LLC | $536,557,010 | 168 | $3,193,792 | June 30, 2026 |
| HEADINVEST, LLC | $536,177,850 | 217 | $2,470,866 | June 30, 2026 |
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