Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Aspire Capital Advisors LLC | $513,541,056 | 134 | $3,832,396 | June 30, 2026 |
| IAM Advisory, LLC | $513,233,811 | 107 | $4,796,578 | June 30, 2026 |
| Detalus Advisors, LLC | $513,096,541 | 191 | $2,686,369 | June 30, 2026 |
| RB Capital Management, LLC | $512,918,426 | 204 | $2,514,306 | June 30, 2026 |
| Bull Harbor Capital LLC | $512,641,205 | 552 | $928,698 | June 30, 2026 |
| Naria Inc. | $512,562,833 | 1 | $512,562,833 | June 30, 2026 |
| Beacon Bank & Trust | $512,412,415 | 160 | $3,202,578 | June 30, 2026 |
| Magnitude Capital, LLC | $512,390,144 | 1 | $512,390,144 | June 30, 2026 |
| Ripple Effect Asset Management LP | $511,489,171 | 39 | $13,115,107 | Sept. 30, 2025 Stale |
| Retirement Solution LLC | $511,443,156 | 75 | $6,819,242 | June 30, 2026 |
| Tempus Wealth Planning, LLC | $511,350,340 | 282 | $1,813,299 | June 30, 2026 |
| Drucker Wealth 3.0, LLC | $510,659,750 | 289 | $1,766,989 | June 30, 2026 |
| JFG Wealth Management, LLC | $510,587,662 | 67 | $7,620,711 | Sept. 30, 2025 Stale |
| Next Level Private LLC | $510,511,747 | 174 | $2,933,976 | June 30, 2026 |
| Medina Value Partners, LLC | $510,385,208 | 28 | $18,228,043 | June 30, 2026 |
| Midwest Professional Planners, LTD. | $510,299,229 | 131 | $3,895,414 | June 30, 2026 |
| Vishria Bird Financial Group, LLC | $509,892,105 | 97 | $5,256,620 | Sept. 30, 2025 Stale |
| Spruce Street Capital LP | $509,681,144 | 30 | $16,989,371 | June 30, 2026 |
| Towneley Capital Management, Inc / DE | $509,492,177 | 46 | $11,075,917 | June 30, 2026 |
| Castle Rock Wealth Management, LLC | $509,437,007 | 268 | $1,900,884 | June 30, 2026 |
| Alibaba Group Holding Ltd | $509,372,952 | 2 | $254,686,476 | June 30, 2026 |
| Aries Wealth Management | $509,284,499 | 242 | $2,104,481 | June 30, 2026 |
| Financial Sense Advisors, Inc. | $508,435,427 | 137 | $3,711,207 | June 30, 2026 |
| Renaissance Investment Group LLC | $508,399,368 | 84 | $6,052,373 | June 30, 2026 |
| HOURGLASS CAPITAL, LLC | $508,360,778 | 127 | $4,002,841 | June 30, 2026 |
| 55 North Private Wealth, LLC | $508,231,220 | 304 | $1,671,813 | June 30, 2026 |
| MCRAE CAPITAL MANAGEMENT INC | $508,144,964 | 113 | $4,496,858 | June 30, 2026 |
| Beacon Financial Advisory LLC | $508,012,306 | 417 | $1,218,255 | June 30, 2026 |
| Roof Eidam Maycock Peralta, LLC | $507,702,962 | 127 | $3,997,661 | June 30, 2026 |
| Old Port Advisors | $507,553,279 | 267 | $1,900,949 | June 30, 2026 |
| TOMPKINS FINANCIAL CORP | $507,457,512 | 548 | $926,017 | June 30, 2026 |
| Buffington Mohr McNeal | $507,037,610 | 111 | $4,567,906 | March 31, 2025 Stale |
| Liberty Street Advisors, Inc. | $507,006,786 | 4 | $126,751,697 | June 30, 2026 |
| GAGNON SECURITIES LLC | $506,715,787 | 83 | $6,105,009 | June 30, 2026 |
| HGC Investment Management Inc. | $506,513,845 | 183 | $2,767,835 | June 30, 2026 |
| Richard P Slaughter Associates Inc | $506,348,596 | 106 | $4,776,874 | June 30, 2026 |
| Ulysses Management LLC | $505,980,388 | 42 | $12,047,152 | June 30, 2026 |
| Herold Advisors, Inc. | $505,949,000 | 273 | $1,853,293 | June 30, 2026 |
| Keenan Capital, LLC | $505,756,118 | 11 | $45,977,829 | June 30, 2026 |
| Rialto Wealth Management, LLC | $505,324,806 | 1,934 | $261,285 | June 30, 2026 |
| Beacon Harbor Wealth Advisors, Inc. | $505,126,806 | 70 | $7,216,097 | June 30, 2026 |
| one8zero8, LLC | $504,954,903 | 266 | $1,898,327 | June 30, 2026 |
| Eldridge Investment Advisors, Inc. | $504,872,995 | 163 | $3,097,380 | June 30, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | $504,711,028 | 107 | $4,716,925 | June 30, 2026 |
| Trigran Investments, Inc. | $503,664,191 | 17 | $29,627,305 | June 30, 2026 |
| DDFG, Inc | $503,631,753 | 92 | $5,474,258 | June 30, 2026 |
| Hollow Brook Wealth Management LLC | $503,526,719 | 78 | $6,455,471 | June 30, 2026 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | $503,265,156 | 41 | $12,274,760 | June 30, 2026 |
| WealthBridge Capital Management, LLC | $503,130,034 | 235 | $2,140,979 | June 30, 2026 |
| Bell Bank | $502,969,929 | 195 | $2,579,333 | June 30, 2026 |
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