Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Holowesko Partners Ltd. | $394,978,730 | 34 | $11,617,021 | June 30, 2026 |
| Kidder Stephen W | $395,568,575 | 75 | $5,274,248 | June 30, 2026 |
| Index Venture Life Associates VI Ltd | $395,682,259 | 1 | $395,682,259 | March 31, 2026 Previous quarter |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | $396,200,937 | 142 | $2,790,147 | June 30, 2026 |
| Net Worth Advisory Group | $396,903,637 | 411 | $965,702 | June 30, 2026 |
| Pathway Financial Advisers, LLC | $396,926,479 | 167 | $2,376,805 | June 30, 2026 |
| Cercano Management LLC | $397,010,899 | 132 | $3,007,658 | June 30, 2026 |
| Newton One Investments LLC | $397,091,124 | 146 | $2,719,802 | June 30, 2026 |
| VISTA INVESTMENT PARTNERS LLC | $397,357,795 | 172 | $2,310,220 | June 30, 2026 |
| ALTRINSIC GLOBAL ADVISORS LLC | $397,429,064 | 55 | $7,225,983 | June 30, 2026 |
| Washington Trust Bank | $397,663,772 | 206 | $1,930,407 | June 30, 2026 |
| Planning Project LLC | $397,996,269 | 144 | $2,763,863 | Dec. 31, 2025 Stale |
| Elmind Capital, LP | $398,034,838 | 35 | $11,372,424 | June 30, 2026 |
| Fischer Financial Services, Inc. | $398,050,771 | 65 | $6,123,858 | June 30, 2026 |
| Stiles Financial Services Inc | $398,164,263 | 183 | $2,175,761 | June 30, 2026 |
| Shoker Investment Counsel, Inc. | $398,387,773 | 113 | $3,525,556 | June 30, 2026 |
| Summit Investment Advisory Services, LLC | $398,462,797 | 89 | $4,477,110 | June 30, 2026 |
| Alfreton Capital LLP | $398,574,505 | 6 | $66,429,084 | June 30, 2026 |
| WorthPointe, LLC | $398,586,109 | 124 | $3,214,404 | June 30, 2026 |
| COWA, LLC | $398,640,474 | 181 | $2,202,434 | June 30, 2026 |
| VCI Wealth Management LLC | $398,941,497 | 99 | $4,029,712 | June 30, 2026 |
| Valtinson Bruner Financial Planning LLC | $399,091,137 | 189 | $2,111,593 | June 30, 2026 |
| Kerrisdale Advisers, LLC | $399,224,815 | 114 | $3,501,972 | June 30, 2026 |
| LANDMARK INVESTMENT PARTNERS, L.P. | $399,287,327 | 54 | $7,394,210 | June 30, 2026 |
| Three Bridge Wealth Advisors, LLC | $399,348,320 | 87 | $4,590,211 | June 30, 2026 |
| SAYBROOK CAPITAL /NC | $399,512,732 | 42 | $9,512,208 | June 30, 2026 |
| Argent Advisors, Inc. | $399,664,681 | 186 | $2,148,735 | June 30, 2026 |
| Sandy Cove Advisors, LLC | $399,771,049 | 162 | $2,467,723 | June 30, 2026 |
| FIDUCIARY FAMILY OFFICE, LLC | $399,787,596 | 177 | $2,258,687 | June 30, 2026 |
| Elmwood Wealth Management, Inc. | $399,799,751 | 200 | $1,998,999 | June 30, 2026 |
| TriaGen Wealth Management LLC | $399,828,241 | 185 | $2,161,234 | June 30, 2026 |
| Presidio Capital Management, LLC | $399,936,295 | 86 | $4,650,422 | June 30, 2026 |
| OLP CAPITAL MANAGEMENT Ltd | $400,046,004 | 6 | $66,674,334 | June 30, 2026 |
| Rappaport Reiches Capital Management, LLC | $400,147,484 | 122 | $3,279,897 | March 31, 2025 Stale |
| BROWN, LISLE/CUMMINGS, INC. | $400,427,347 | 1,021 | $392,191 | March 31, 2026 Previous quarter |
| INTERCAPITAL, LLC | $400,579,990 | 121 | $3,310,578 | June 30, 2026 |
| Redmond Asset Management, LLC | $400,700,527 | 199 | $2,013,570 | June 30, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | $400,813,992 | 162 | $2,474,160 | June 30, 2026 |
| Copperwynd Financial, LLC | $400,837,513 | 156 | $2,569,471 | June 30, 2025 Stale |
| Heritage Wealth Management, Inc. | $400,838,467 | 272 | $1,473,671 | June 30, 2026 |
| PING CAPITAL MANAGEMENT, INC. | $400,976,283 | 93 | $4,311,573 | June 30, 2026 |
| Portside Wealth Group, LLC | $401,583,334 | 515 | $779,773 | June 30, 2026 |
| Cliffwater LLC | $401,664,141 | 22 | $18,257,461 | June 30, 2026 |
| Grace & Mercy Foundation, Inc. | $401,697,761 | 21 | $19,128,465 | June 30, 2026 |
| PIONEER TRUST BANK N A/OR | $402,050,846 | 87 | $4,621,274 | June 30, 2026 |
| Sterling Wealth Management, Inc. | $402,291,078 | 116 | $3,468,027 | June 30, 2026 |
| Grandview Asset Management LLC | $402,573,825 | 146 | $2,757,355 | June 30, 2026 |
| Manske Wealth Management | $402,704,892 | 226 | $1,781,880 | June 30, 2026 |
| Clean Yield Group | $403,004,273 | 395 | $1,020,264 | June 30, 2026 |
| AMARILLO NATIONAL BANK | $403,048,247 | 98 | $4,112,737 | June 30, 2026 |
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