Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Keystone Financial Services | $266,493,838 | 131 | $2,034,304 | June 30, 2026 |
| AAF Wealth Management, LLC | $266,502,517 | 57 | $4,675,483 | June 30, 2026 |
| HOWARD BAILEY SECURITIES, LLC | $266,581,897 | 121 | $2,203,156 | June 30, 2026 |
| Family Office Research LLC | $266,593,949 | 85 | $3,136,399 | June 30, 2026 |
| Redwood Investments, LLC | $266,677,639 | 95 | $2,807,133 | March 31, 2025 Stale |
| Essex Bank | $266,795,653 | 318 | $838,980 | June 30, 2026 |
| MORTON COMMUNITY BANK | $266,878,647 | 120 | $2,223,989 | June 30, 2026 |
| FF Advisors,LLC | $267,030,962 | 123 | $2,170,983 | June 30, 2026 |
| Element Wealth, LLC | $267,061,665 | 214 | $1,247,952 | June 30, 2026 |
| Ridgewood Investments LLC | $267,177,594 | 208 | $1,284,508 | June 30, 2026 |
| Financial Planning Navigators CORP | $267,188,153 | 70 | $3,816,974 | June 30, 2026 |
| Financial Guidance Group, Inc. | $267,280,428 | 91 | $2,937,148 | June 30, 2026 |
| Johnson & White Wealth Management, LLC | $267,336,373 | 117 | $2,284,926 | June 30, 2026 |
| WealthCollab, LLC | $267,347,963 | 969 | $275,901 | June 30, 2026 |
| HMS Capital Management, LLC | $267,360,592 | 120 | $2,228,005 | June 30, 2026 |
| Enterprise Bank & Trust Co | $267,420,537 | 135 | $1,980,893 | June 30, 2025 Stale |
| TCFG WEALTH MANAGEMENT, LLC | $267,470,940 | 274 | $976,171 | March 31, 2026 Previous quarter |
| Compass Financial Services Inc | $267,536,290 | 57 | $4,693,619 | June 30, 2026 |
| WASHINGTON STATE INVESTMENT BOARD | $267,813,607 | 2 | $133,906,804 | June 30, 2026 |
| SMITH SHELLNUT WILSON LLC /ADV | $267,882,004 | 161 | $1,663,863 | June 30, 2026 |
| New England Professional Planning Group Inc. | $267,932,933 | 50 | $5,358,659 | June 30, 2026 |
| Empower Annuity Insurance Co | $267,968,630 | 1 | $267,968,630 | June 30, 2026 |
| Everest Private Wealth | $268,026,233 | 85 | $3,153,250 | June 30, 2026 |
| MONEYWISE, INC. | $268,057,094 | 86 | $3,116,943 | June 30, 2026 |
| MAD RIVER INVESTORS | $268,105,784 | 30 | $8,936,859 | June 30, 2026 |
| Carnegie Lake Advisors LLC | $268,209,715 | 168 | $1,596,486 | June 30, 2026 |
| Cordgrass Capital Advisors, LLC | $268,448,401 | 225 | $1,193,104 | June 30, 2026 |
| Oakcliff Capital Partners, LP | $268,452,796 | 9 | $29,828,088 | June 30, 2026 |
| V2 Financial group LLC | $268,453,783 | 123 | $2,182,551 | June 30, 2026 |
| 5T Wealth, LLC | $268,533,445 | 134 | $2,003,981 | June 30, 2026 |
| FIRST FINANCIAL CORP /IN/ | $268,559,704 | 295 | $910,372 | June 30, 2026 |
| Quantum Portfolio Management LLC | $268,795,737 | 522 | $514,934 | June 30, 2026 |
| WRIGHT INVESTORS SERVICE INC | $268,915,825 | 148 | $1,816,999 | June 30, 2026 |
| Zeno Equity Partners LLP | $268,986,611 | 16 | $16,811,663 | June 30, 2026 |
| Christopher J. Hasenberg, Inc | $269,054,297 | 228 | $1,180,063 | June 30, 2025 Stale |
| PACES FERRY WEALTH ADVISORS, LLC | $269,078,785 | 142 | $1,894,921 | June 30, 2026 |
| Game Plan Financial Advisors, LLC | $269,174,651 | 465 | $578,870 | June 30, 2026 |
| Rosalind Advisors, Inc. | $269,201,776 | 35 | $7,691,479 | June 30, 2026 |
| Allie Family Office LLC | $269,253,820 | 107 | $2,516,391 | June 30, 2026 |
| Titan Wealth (CI) Ltd | $269,297,135 | 51 | $5,280,336 | June 30, 2026 |
| FMB WEALTH MANAGEMENT | $269,505,747 | 74 | $3,641,970 | June 30, 2026 |
| Scott Marsh Financial, LLC | $269,650,982 | 248 | $1,087,302 | June 30, 2025 Stale |
| Verisail Partners, LLC | $269,761,469 | 26 | $10,375,441 | June 30, 2026 |
| Cascades Capital Asset Management, LLC | $269,868,370 | 167 | $1,615,978 | June 30, 2026 |
| NavPoint Financial, Inc. | $269,895,477 | 74 | $3,647,236 | June 30, 2026 |
| ENTREWEALTH, LLC | $269,930,511 | 140 | $1,928,075 | June 30, 2026 |
| Cassady Schiller Wealth Management, LLC | $270,032,978 | 1,144 | $236,043 | Dec. 31, 2024 Stale |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | $270,111,518 | 47 | $5,747,054 | June 30, 2026 |
| Citrine Capital LLC | $270,174,033 | 60 | $4,502,901 | June 30, 2026 |
| Evergreen Private Wealth LLC | $270,424,047 | 89 | $3,038,472 | June 30, 2026 |
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