Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Global Assets Advisory, LLC | $458,348,500 | 322 | $1,423,443 | June 30, 2026 |
| First Bank & Trust | $458,195,167 | 270 | $1,697,019 | June 30, 2026 |
| Seven Springs Wealth Group, LLC | $458,092,005 | 85 | $5,389,318 | June 30, 2026 |
| AllGen Financial Advisors, Inc. | $457,983,215 | 36 | $12,721,756 | June 30, 2026 |
| Sixth Street Partners Management Company, L.P. | $457,741,741 | 7 | $65,391,677 | June 30, 2026 |
| Aspire Private Capital, LLC | $457,275,607 | 175 | $2,613,003 | June 30, 2026 |
| Strategic Advisors LLC | $457,212,324 | 164 | $2,787,880 | June 30, 2026 |
| Westmount Partners, LLC | $457,093,393 | 275 | $1,662,158 | June 30, 2026 |
| Atlas Private Wealth Advisors | $456,815,489 | 139 | $3,286,442 | June 30, 2026 |
| Safeguard Financial, LLC | $456,467,072 | 105 | $4,347,305 | March 31, 2025 Stale |
| Carmel Capital Management L.L.C. | $456,372,109 | 28 | $16,299,004 | June 30, 2026 |
| MONTAG & CALDWELL, LLC | $456,140,699 | 113 | $4,036,643 | June 30, 2025 Stale |
| Warther Private Wealth, LLC | $455,939,133 | 50 | $9,118,783 | June 30, 2026 |
| CARDEROCK CAPITAL MANAGEMENT INC | $455,763,438 | 67 | $6,802,439 | June 30, 2026 |
| Legacy Wealth Asset Management, LLC | $455,634,887 | 380 | $1,199,039 | June 30, 2026 |
| CLG LLC | $455,428,643 | 156 | $2,919,414 | June 30, 2026 |
| Cordatus Wealth Management LLC | $455,332,219 | 168 | $2,710,311 | June 30, 2026 |
| Grubman Wealth Management | $455,095,831 | 89 | $5,113,436 | June 30, 2025 Stale |
| Colony Family Offices, LLC | $455,054,549 | 61 | $7,459,911 | June 30, 2026 |
| Miramar Capital, LLC | $454,965,409 | 57 | $7,981,849 | June 30, 2026 |
| Lisanti Capital Growth, LLC | $454,583,686 | 109 | $4,170,493 | June 30, 2026 |
| Highland Financial Advisors, LLC | $454,576,962 | 73 | $6,227,082 | June 30, 2026 |
| Citizens Business Bank | $454,517,723 | 139 | $3,269,912 | June 30, 2026 |
| Progressive Investment Management Corp | $454,363,637 | 56 | $8,113,636 | June 30, 2026 |
| GSG Advisors LLC | $454,319,236 | 149 | $3,049,122 | June 30, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | $453,959,176 | 181 | $2,508,062 | June 30, 2026 |
| Lakeview Capital Partners, LLC | $453,958,810 | 320 | $1,418,621 | Dec. 31, 2024 Stale |
| Weaver Capital Management LLC | $453,883,378 | 172 | $2,638,857 | June 30, 2026 |
| Gray Foundation | $453,743,732 | 9 | $50,415,970 | June 30, 2026 |
| BEAM WEALTH ADVISORS, INC. | $453,416,510 | 117 | $3,875,355 | June 30, 2026 |
| Indigo Partners LLC | $453,031,168 | 2 | $226,515,584 | June 30, 2026 |
| Aspen Capital Management, LLC | $452,975,875 | 83 | $5,457,541 | June 30, 2026 |
| BOSTON RESEARCH & MANAGEMENT INC | $452,634,705 | 121 | $3,740,783 | June 30, 2026 |
| Bulldog Investors, LLP | $452,559,454 | 225 | $2,011,375 | June 30, 2026 |
| Brand Asset Management Group, Inc. | $452,367,548 | 223 | $2,028,554 | June 30, 2026 |
| Leverty Financial Group, LLC | $451,992,392 | 44 | $10,272,554 | March 31, 2026 Previous quarter |
| Freedom Day Solutions, LLC | $451,965,697 | 134 | $3,372,878 | June 30, 2026 |
| Remedium Capital Partners, LLC | $451,627,235 | 6 | $75,271,206 | June 30, 2026 |
| Endure Capital Management, LLC | $450,829,001 | 50 | $9,016,580 | June 30, 2026 |
| ENDEAVOUR CAPITAL ADVISORS INC | $450,807,531 | 35 | $12,880,215 | June 30, 2026 |
| LPWM LLC | $450,719,615 | 98 | $4,599,180 | June 30, 2026 |
| CWS Financial Advisors, LLC | $450,648,914 | 171 | $2,635,374 | June 30, 2026 |
| BARD ASSOCIATES INC | $450,533,424 | 292 | $1,542,923 | June 30, 2026 |
| Anchorage Capital Group, L.L.C. | $450,457,456 | 3 | $150,152,485 | June 30, 2026 |
| WealthPLAN Partners, LLC | $450,090,109 | 227 | $1,982,776 | June 30, 2026 |
| KELLY FINANCIAL GROUP LLC | $450,059,536 | 107 | $4,206,164 | June 30, 2026 |
| Strengthening Families & Communities, LLC | $449,561,747 | 845 | $532,026 | June 30, 2026 |
| Diligent Investors, LLC | $449,050,757 | 357 | $1,257,845 | June 30, 2026 |
| Cincinnati Specialty Underwriters Insurance CO | $448,986,174 | 45 | $9,977,471 | June 30, 2026 |
| Bregal Sagemount IV General Partner Jersey Ltd | $448,960,617 | 1 | $448,960,617 | June 30, 2026 |
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