Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Pinpoint Asset Management (Singapore) Pte. Ltd. | $492,819,748 | 151 | $3,263,707 | June 30, 2026 |
| Vantage Financial Partners, LLC | $492,558,811 | 212 | $2,323,391 | Dec. 31, 2025 Stale |
| Uniting Wealth Partners, LLC | $492,497,302 | 207 | $2,379,214 | June 30, 2026 |
| Cypress Point Wealth Management, LLC | $491,605,483 | 142 | $3,462,010 | June 30, 2026 |
| Marion Wealth Management | $491,494,185 | 159 | $3,091,158 | June 30, 2026 |
| Spinnaker Investment Group, LLC | $490,950,935 | 147 | $3,339,802 | March 31, 2026 Previous quarter |
| TRUSTMARK BANK TRUST DEPARTMENT | $490,784,200 | 278 | $1,765,411 | June 30, 2026 |
| Bulltick Wealth Management, LLC | $490,340,724 | 134 | $3,659,259 | June 30, 2026 |
| Regent Peak Wealth Advisors LLC | $490,319,320 | 198 | $2,476,360 | March 31, 2026 Previous quarter |
| FORTEM FINANCIAL GROUP, LLC | $490,318,889 | 188 | $2,608,079 | June 30, 2026 |
| Summit Wealth Group, LLC | $490,279,362 | 129 | $3,800,615 | June 30, 2026 |
| Timber Creek Capital Management LLC | $489,906,437 | 80 | $6,123,830 | June 30, 2026 |
| Waterway Wealth Management, LLC | $489,735,037 | 96 | $5,101,407 | June 30, 2026 |
| NVWM, LLC | $489,598,524 | 773 | $633,375 | June 30, 2026 |
| Ancient Art, L.P. | $489,387,995 | 16 | $30,586,750 | June 30, 2026 |
| Atlantic Edge Private Wealth Management, LLC | $489,359,151 | 619 | $790,564 | June 30, 2026 |
| Montis Financial, LLC | $489,090,661 | 152 | $3,217,702 | June 30, 2026 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | $489,087,343 | 244 | $2,004,456 | June 30, 2026 |
| Burton Enright Welch | $489,087,135 | 136 | $3,596,229 | June 30, 2026 |
| TAP Consulting, LLC | $489,074,352 | 153 | $3,196,564 | Dec. 31, 2024 Stale |
| COLLECTIVE FAMILY OFFICE LLC | $489,054,851 | 161 | $3,037,608 | June 30, 2026 |
| Dunhill Financial, LLC | $489,002,708 | 1,617 | $302,414 | June 30, 2026 |
| STEVENS CAPITAL PARTNERS | $488,882,257 | 157 | $3,113,900 | June 30, 2026 |
| Retirement Management Systems Inc. | $488,463,696 | 55 | $8,881,158 | June 30, 2026 |
| Lebenthal Global Advisors, LLC | $488,004,112 | 204 | $2,392,177 | June 30, 2026 |
| Rempart Asset Management Inc. | $487,882,055 | 36 | $13,552,279 | June 30, 2026 |
| Weaver Consulting Group | $487,742,272 | 297 | $1,642,230 | June 30, 2026 |
| O'Keefe Stevens Advisory, Inc. | $487,664,256 | 81 | $6,020,546 | June 30, 2026 |
| Lineage Point Capital LP | $487,282,426 | 371 | $1,313,430 | June 30, 2026 |
| Parisi Gray Wealth Management | $487,151,051 | 155 | $3,142,910 | June 30, 2026 |
| Wealth Advisory Solutions, LLC | $487,142,593 | 150 | $3,247,617 | June 30, 2026 |
| TLWM | $486,916,566 | 73 | $6,670,090 | June 30, 2026 |
| Capital Management Associates, Inc | $486,877,756 | 153 | $3,182,208 | June 30, 2026 |
| Lorne Steinberg Wealth Management Inc. | $486,633,547 | 72 | $6,758,799 | June 30, 2026 |
| MONETARY MANAGEMENT GROUP INC | $486,592,614 | 335 | $1,452,515 | June 30, 2026 |
| HARVEY CAPITAL MANAGEMENT INC | $486,245,503 | 92 | $5,285,277 | June 30, 2026 |
| Vodafone Ventures Ltd | $486,219,083 | 1 | $486,219,083 | June 30, 2026 |
| Genworth Financial Inc | $486,124,194 | 2 | $243,062,097 | June 30, 2026 |
| Berkeley Capital Partners, LLC | $485,901,852 | 203 | $2,393,605 | June 30, 2026 |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | $485,701,685 | 82 | $5,923,191 | June 30, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | $485,629,107 | 78 | $6,226,014 | June 30, 2026 |
| Stephens Greth Foundation | $485,223,455 | 4 | $121,305,864 | June 30, 2026 |
| Cadent Capital Advisors, LLC | $485,056,453 | 201 | $2,413,216 | June 30, 2026 |
| Crestview Partners IV GP, L.P. | $484,924,440 | 2 | $242,462,220 | June 30, 2026 |
| Field & Main Bank | $484,840,794 | 271 | $1,789,080 | June 30, 2026 |
| Ashford Advisors, LLC | $484,785,470 | 23 | $21,077,629 | June 30, 2026 |
| Plan Group Financial, LLC | $484,700,479 | 249 | $1,946,588 | June 30, 2026 |
| FOURSIXTHREE CAPITAL LP | $484,675,003 | 17 | $28,510,294 | June 30, 2026 |
| Prentice Wealth Management LLC | $484,436,457 | 126 | $3,844,734 | June 30, 2026 |
| WEDGEWOOD PARTNERS INC | $484,433,173 | 18 | $26,912,954 | June 30, 2026 |
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