Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Sicart Associates LLC | $408,399,241 | 74 | $5,518,909 | June 30, 2026 |
| Al Warda Investments RSC Ltd | $408,059,051 | 1 | $408,059,051 | Dec. 31, 2025 Stale |
| ORRSTOWN FINANCIAL SERVICES INC | $408,010,696 | 117 | $3,487,271 | March 31, 2026 Previous quarter |
| TIFF ADVISORY SERVICES, LLC | $407,871,410 | 19 | $21,466,916 | June 30, 2026 |
| INCEPTIONR LLC | $407,403,482 | 628 | $648,732 | June 30, 2026 |
| Burt Wealth Advisors | $407,304,568 | 115 | $3,541,779 | Sept. 30, 2025 Stale |
| EQ LLC | $407,206,621 | 87 | $4,680,536 | June 30, 2026 |
| Amicus Financial Advisors, LLC | $407,000,836 | 95 | $4,284,219 | June 30, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | $406,790,772 | 53 | $7,675,298 | June 30, 2026 |
| PLATINUM INVESTMENT MANAGEMENT LTD | $406,746,419 | 85 | $4,785,252 | June 30, 2026 |
| Perbak Capital Partners LLP | $406,381,160 | 294 | $1,382,249 | March 31, 2026 Previous quarter |
| KETTLE HILL CAPITAL MANAGEMENT, LLC | $406,353,868 | 35 | $11,610,111 | June 30, 2026 |
| Talon Private Wealth, LLC | $406,199,611 | 187 | $2,172,190 | March 31, 2026 Previous quarter |
| Bond & Devick Financial Network, Inc. | $406,147,254 | 207 | $1,962,064 | June 30, 2026 |
| Warner Group LLC | $406,050,682 | 129 | $3,147,680 | June 30, 2026 |
| Tactive Advisors, LLC | $405,918,114 | 282 | $1,439,426 | June 30, 2026 |
| ARK & TLK INVESTMENTS, LLC | $405,899,590 | 127 | $3,196,060 | June 30, 2026 |
| Evelyn Partners Asset Management Ltd | $405,813,925 | 308 | $1,317,578 | March 31, 2026 Previous quarter |
| Whitefort Capital Management, LP | $405,697,852 | 19 | $21,352,519 | June 30, 2026 |
| Headland Capital, LLC | $405,536,948 | 64 | $6,336,515 | June 30, 2026 |
| CHEMUNG CANAL TRUST CO | $405,510,879 | 111 | $3,653,251 | June 30, 2026 |
| Benchmark Financial Wealth Advisors, LLC | $405,330,353 | 147 | $2,757,349 | June 30, 2026 |
| Cisco Systems, Inc. | $405,215,728 | 6 | $67,535,955 | June 30, 2026 |
| Modus Advisors, LLC | $404,975,025 | 118 | $3,431,992 | June 30, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | $404,569,052 | 169 | $2,393,900 | June 30, 2026 |
| Seaside Wealth Management, Inc. | $404,553,247 | 71 | $5,697,933 | June 30, 2026 |
| ROBERTS GLORE & CO INC /IL/ | $404,442,563 | 246 | $1,644,075 | June 30, 2026 |
| Buckley Wealth Management, LLC | $404,335,744 | 104 | $3,887,844 | June 30, 2026 |
| Northeast Financial Group, Inc. | $403,974,657 | 90 | $4,488,607 | March 31, 2026 Previous quarter |
| McElhenny Sheffield Capital Management, LLC | $403,780,444 | 108 | $3,738,708 | June 30, 2026 |
| Arcataur Capital Management LLC | $403,496,176 | 105 | $3,842,821 | June 30, 2026 |
| OLIO Financial Planning | $403,108,275 | 68 | $5,928,063 | June 30, 2026 |
| AMARILLO NATIONAL BANK | $403,048,247 | 98 | $4,112,737 | June 30, 2026 |
| Clean Yield Group | $403,004,273 | 395 | $1,020,264 | June 30, 2026 |
| Manske Wealth Management | $402,704,892 | 226 | $1,781,880 | June 30, 2026 |
| Grandview Asset Management LLC | $402,573,825 | 146 | $2,757,355 | June 30, 2026 |
| Sterling Wealth Management, Inc. | $402,291,078 | 116 | $3,468,027 | June 30, 2026 |
| PIONEER TRUST BANK N A/OR | $402,050,846 | 87 | $4,621,274 | June 30, 2026 |
| Grace & Mercy Foundation, Inc. | $401,697,761 | 21 | $19,128,465 | June 30, 2026 |
| Cliffwater LLC | $401,664,141 | 22 | $18,257,461 | June 30, 2026 |
| Portside Wealth Group, LLC | $401,583,334 | 515 | $779,773 | June 30, 2026 |
| PING CAPITAL MANAGEMENT, INC. | $400,976,283 | 93 | $4,311,573 | June 30, 2026 |
| Heritage Wealth Management, Inc. | $400,838,467 | 272 | $1,473,671 | June 30, 2026 |
| Copperwynd Financial, LLC | $400,837,513 | 156 | $2,569,471 | June 30, 2025 Stale |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | $400,813,992 | 162 | $2,474,160 | June 30, 2026 |
| Redmond Asset Management, LLC | $400,700,527 | 199 | $2,013,570 | June 30, 2026 |
| INTERCAPITAL, LLC | $400,579,990 | 121 | $3,310,578 | June 30, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | $400,427,347 | 1,021 | $392,191 | March 31, 2026 Previous quarter |
| Rappaport Reiches Capital Management, LLC | $400,147,484 | 122 | $3,279,897 | March 31, 2025 Stale |
| OLP CAPITAL MANAGEMENT Ltd | $400,046,004 | 6 | $66,674,334 | June 30, 2026 |
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