Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| ADAMS STREET PARTNERS LLC | $442,653,630 | 4 | $110,663,408 | June 30, 2026 |
| Bouvel Investment Partners, LLC | $442,300,033 | 84 | $5,265,477 | June 30, 2026 |
| Tradewinds, LLC. | $442,293,699 | 215 | $2,057,180 | June 30, 2026 |
| Franklin, Parlapiano, Turner & Welch, LLC | $442,248,929 | 55 | $8,040,890 | June 30, 2026 |
| HWG Holdings LP | $442,200,323 | 44 | $10,050,007 | June 30, 2026 |
| Cerro Pacific Wealth Advisors LLC | $442,181,271 | 165 | $2,679,886 | June 30, 2026 |
| Sagewood Asset Management LP | $442,048,056 | 432 | $1,023,259 | June 30, 2026 |
| J. W. Coons Advisors, LLC | $442,024,870 | 240 | $1,841,770 | June 30, 2025 Stale |
| TWIN PEAKS WEALTH ADVISORS, LLC | $441,522,674 | 226 | $1,953,640 | June 30, 2026 |
| EdgeRock Capital LLC | $441,347,281 | 134 | $3,293,636 | June 30, 2026 |
| Morton Brown Family Wealth, LLC | $441,075,373 | 416 | $1,060,277 | June 30, 2026 |
| Cardinal Strategic Wealth Guidance | $441,029,618 | 67 | $6,582,532 | June 30, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | $440,999,916 | 156 | $2,826,923 | June 30, 2026 |
| LONG WALK MANAGEMENT LP | $440,832,379 | 14 | $31,488,027 | June 30, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | $440,502,129 | 81 | $5,438,298 | June 30, 2026 |
| Roberts Wealth Advisors, LLC | $440,261,730 | 111 | $3,966,322 | June 30, 2026 |
| Abound Wealth Management | $440,091,015 | 1,491 | $295,165 | March 31, 2026 Previous quarter |
| DOLIVER CAPITAL ADVISORS, INC. | $439,923,037 | 180 | $2,444,017 | March 31, 2026 Previous quarter |
| Euclidean Capital LLC | $439,836,054 | 11 | $39,985,096 | June 30, 2026 |
| Grey Ledge Advisors, LLC | $439,789,801 | 248 | $1,773,346 | June 30, 2026 |
| Turiya Advisors Asia Ltd | $439,562,747 | 3 | $146,520,916 | June 30, 2026 |
| MSOP GP, L.L.C. | $439,261,556 | 3 | $146,420,519 | Dec. 31, 2025 Stale |
| Wealth Group Ltd | $439,056,294 | 94 | $4,670,812 | March 31, 2026 Previous quarter |
| New Capital Management LP | $439,045,818 | 60 | $7,317,430 | June 30, 2026 |
| HighVista Strategies LLC | $438,599,158 | 147 | $2,983,668 | June 30, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | $438,393,318 | 174 | $2,519,502 | March 31, 2026 Previous quarter |
| Bridge City Capital, LLC | $438,141,585 | 114 | $3,843,347 | June 30, 2026 |
| Astoria Strategic Wealth, Inc. | $437,787,059 | 36 | $12,160,752 | June 30, 2026 |
| CITIZENS & NORTHERN CORP | $437,695,942 | 117 | $3,740,991 | June 30, 2026 |
| Fairway Wealth LLC | $437,381,210 | 238 | $1,837,736 | June 30, 2026 |
| Westend Capital Management, LLC | $437,153,384 | 242 | $1,806,419 | June 30, 2026 |
| IDG-Accel China Capital II Associates L.P. | $436,787,445 | 1 | $436,787,445 | June 30, 2026 |
| Gitterman Wealth Management, LLC | $436,456,273 | 128 | $3,409,815 | Sept. 30, 2025 Stale |
| City State Bank | $436,416,689 | 809 | $539,452 | June 30, 2026 |
| Boltwood Capital Management | $436,405,177 | 192 | $2,272,944 | June 30, 2026 |
| Aquire Wealth Advisors, LLC | $436,330,322 | 54 | $8,080,191 | June 30, 2026 |
| MONARCH CAPITAL MANAGEMENT INC | $436,182,743 | 130 | $3,355,252 | June 30, 2026 |
| Able Wealth Management LLC | $435,835,564 | 182 | $2,394,701 | June 30, 2026 |
| Peak Financial Management, Inc. | $435,533,558 | 114 | $3,820,470 | June 30, 2026 |
| Militia Capital Partners, LP | $435,411,136 | 215 | $2,025,168 | Dec. 31, 2025 Stale |
| Rector, Church-Wardens & Vestrymen of Trinity Church in the City of New-York | $435,348,838 | 2 | $217,674,419 | June 30, 2026 |
| Goodman Advisory Group, LLC | $435,036,211 | 69 | $6,304,873 | June 30, 2026 |
| Lionstone Capital Management LLC | $434,997,855 | 11 | $39,545,260 | June 30, 2026 |
| MPS Loria Financial Planners, LLC | $434,983,245 | 91 | $4,780,036 | June 30, 2026 |
| One Charles Private Wealth Services, LLC | $434,438,649 | 176 | $2,468,401 | June 30, 2026 |
| Cape Ann Asset Management Ltd | $434,413,777 | 12 | $36,201,148 | June 30, 2026 |
| Carr Financial Group Corp | $434,390,726 | 182 | $2,386,762 | June 30, 2026 |
| Prudent Man Advisors, LLC | $434,333,917 | 141 | $3,080,382 | June 30, 2026 |
| New Republic Capital, LLC | $434,176,909 | 352 | $1,233,457 | June 30, 2026 |
| Neo Ivy Capital Management | $434,039,730 | 345 | $1,258,086 | June 30, 2026 |
Page 83
of 189