Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Baron Wealth Management LLC | $385,668,196 | 304 | $1,268,645 | June 30, 2026 |
| Independence Financial Advisors, LLC | $385,510,888 | 55 | $7,009,289 | June 30, 2026 |
| El Puerto de Liverpool, S.A.B. de C.V. | $385,209,750 | 1 | $385,209,750 | March 31, 2025 Stale |
| United Airlines Holdings, Inc. | $385,160,905 | 4 | $96,290,226 | June 30, 2026 |
| Seneca Financial Advisors LLC | $385,049,826 | 66 | $5,834,088 | June 30, 2026 |
| Cutler Capital Management, LLC | $385,011,172 | 124 | $3,104,929 | June 30, 2026 |
| Windsor Capital Management, LLC | $384,782,899 | 127 | $3,029,787 | June 30, 2026 |
| Seven Fleet Capital Management LP | $384,525,263 | 96 | $4,005,471 | June 30, 2026 |
| Pinnacle Bancorp, Inc. | $384,439,373 | 921 | $417,415 | June 30, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | $384,392,412 | 179 | $2,147,444 | June 30, 2026 |
| Independence Asset Advisors, LLC | $383,870,705 | 25 | $15,354,828 | June 30, 2026 |
| Accel Wealth Management | $383,359,317 | 290 | $1,321,929 | March 31, 2026 Previous quarter |
| EPIQ Capital Group, LLC | $383,356,776 | 79 | $4,852,617 | Dec. 31, 2024 Stale |
| Schusterman Interests, LLC | $383,300,116 | 9 | $42,588,902 | June 30, 2026 |
| Sand Grove Capital Management LLP | $383,233,309 | 14 | $27,373,808 | June 30, 2026 |
| Hoxton Planning & Management, LLC | $383,224,932 | 227 | $1,688,216 | June 30, 2026 |
| PARUS FINANCE (UK) Ltd | $383,131,077 | 37 | $10,354,894 | June 30, 2026 |
| Aspiring Ventures, LLC | $383,029,301 | 103 | $3,718,731 | June 30, 2026 |
| CLARIS ADVISORS, LLC / MO / | $382,986,071 | 74 | $5,175,487 | June 30, 2026 |
| RV Capital AG | $382,887,143 | 13 | $29,452,857 | June 30, 2026 |
| Vectors Research Management, LLC | $382,866,054 | 148 | $2,586,933 | June 30, 2026 |
| EnCap Partners GP, LLC | $382,835,659 | 2 | $191,417,830 | Dec. 31, 2025 Stale |
| FINANCIAL ADVISORY PARTNERS, LLC | $382,702,667 | 74 | $5,171,658 | June 30, 2026 |
| TRUST CO OF OKLAHOMA | $382,444,092 | 140 | $2,731,744 | June 30, 2026 |
| Schorn Wealth LLC | $382,327,221 | 80 | $4,779,090 | June 30, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | $382,180,441 | 84 | $4,549,767 | June 30, 2026 |
| COSMIC MANAGEMENT, LLC | $382,001,818 | 5 | $76,400,364 | June 30, 2026 |
| Gilliland Jeter Wealth Management LLC | $381,733,763 | 195 | $1,957,609 | June 30, 2026 |
| PRIVATE CLIENT SERVICES, LLC | $381,403,958 | 229 | $1,665,519 | June 30, 2026 |
| Selective Wealth Management, Inc. | $381,174,605 | 136 | $2,802,754 | June 30, 2026 |
| NORTHCAPE WEALTH MANAGEMENT, LLC | $381,165,215 | 144 | $2,646,981 | June 30, 2026 |
| Leeward Financial Partners, LLC | $381,157,007 | 108 | $3,529,232 | June 30, 2026 |
| WEYBOSSET RESEARCH & MANAGEMENT LLC | $380,947,335 | 32 | $11,904,604 | June 30, 2026 |
| CJM Wealth Advisers, Ltd. | $380,910,331 | 78 | $4,883,466 | June 30, 2026 |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | $380,825,756 | 27 | $14,104,658 | June 30, 2026 |
| SWEENEY & MICHEL, LLC | $380,799,241 | 164 | $2,321,947 | June 30, 2026 |
| Whetstone Capital Advisors, LLC | $380,414,562 | 68 | $5,594,332 | June 30, 2026 |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | $380,233,880 | 1 | $380,233,880 | Dec. 31, 2025 Stale |
| Briaud Financial Planning Inc | $380,226,343 | 42 | $9,053,008 | June 30, 2026 |
| Advanced Asset Management Advisors Inc | $380,070,039 | 85 | $4,471,412 | June 30, 2026 |
| Corre Partners Management, LLC | $379,754,969 | 4 | $94,938,742 | June 30, 2026 |
| ShankerValleau Wealth Advisors, Inc. | $379,570,983 | 40 | $9,489,275 | June 30, 2026 |
| Bridgefront Capital, LLC | $379,527,412 | 486 | $780,921 | June 30, 2026 |
| Cabot-Wellington, LLC | $379,525,357 | 5 | $75,905,071 | June 30, 2026 |
| Courage Miller Partners, LLC | $379,014,654 | 87 | $4,356,490 | June 30, 2026 |
| S.E.E.D. Planning Group LLC | $378,923,928 | 88 | $4,305,954 | June 30, 2026 |
| McMill Wealth Management | $378,859,506 | 60 | $6,314,325 | June 30, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | $378,100,185 | 205 | $1,844,391 | June 30, 2026 |
| Shakespeare Wealth Management, LLC | $377,645,577 | 79 | $4,780,324 | June 30, 2026 |
| Juniper Investment Company, LLC | $377,603,638 | 11 | $34,327,603 | June 30, 2026 |
Page 90
of 189