Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Aspen Capital Management, LLC | $452,975,875 | 83 | $5,457,541 | June 30, 2026 |
| CAZ INVESTMENTS LP | $453,007,905 | 55 | $8,236,507 | June 30, 2026 |
| Indigo Partners LLC | $453,031,168 | 2 | $226,515,584 | June 30, 2026 |
| BEAM WEALTH ADVISORS, INC. | $453,416,510 | 117 | $3,875,355 | June 30, 2026 |
| Gray Foundation | $453,743,732 | 9 | $50,415,970 | June 30, 2026 |
| Weaver Capital Management LLC | $453,883,378 | 172 | $2,638,857 | June 30, 2026 |
| Lakeview Capital Partners, LLC | $453,958,810 | 320 | $1,418,621 | Dec. 31, 2024 Stale |
| INTEGRAL INVESTMENT ADVISORS, INC. | $453,959,176 | 181 | $2,508,062 | June 30, 2026 |
| GSG Advisors LLC | $454,319,236 | 149 | $3,049,122 | June 30, 2026 |
| Progressive Investment Management Corp | $454,363,637 | 56 | $8,113,636 | June 30, 2026 |
| Citizens Business Bank | $454,517,723 | 139 | $3,269,912 | June 30, 2026 |
| Highland Financial Advisors, LLC | $454,576,962 | 73 | $6,227,082 | June 30, 2026 |
| Lisanti Capital Growth, LLC | $454,583,686 | 109 | $4,170,493 | June 30, 2026 |
| Miramar Capital, LLC | $454,965,409 | 57 | $7,981,849 | June 30, 2026 |
| Colony Family Offices, LLC | $455,054,549 | 61 | $7,459,911 | June 30, 2026 |
| Grubman Wealth Management | $455,095,831 | 89 | $5,113,436 | June 30, 2025 Stale |
| Cordatus Wealth Management LLC | $455,332,219 | 168 | $2,710,311 | June 30, 2026 |
| CLG LLC | $455,428,643 | 156 | $2,919,414 | June 30, 2026 |
| Legacy Wealth Asset Management, LLC | $455,634,887 | 380 | $1,199,039 | June 30, 2026 |
| CARDEROCK CAPITAL MANAGEMENT INC | $455,763,438 | 67 | $6,802,439 | June 30, 2026 |
| Warther Private Wealth, LLC | $455,939,133 | 50 | $9,118,783 | June 30, 2026 |
| MONTAG & CALDWELL, LLC | $456,140,699 | 113 | $4,036,643 | June 30, 2025 Stale |
| Carmel Capital Management L.L.C. | $456,372,109 | 28 | $16,299,004 | June 30, 2026 |
| Safeguard Financial, LLC | $456,467,072 | 105 | $4,347,305 | March 31, 2025 Stale |
| Atlas Private Wealth Advisors | $456,815,489 | 139 | $3,286,442 | June 30, 2026 |
| Westmount Partners, LLC | $457,093,393 | 275 | $1,662,158 | June 30, 2026 |
| Strategic Advisors LLC | $457,212,324 | 164 | $2,787,880 | June 30, 2026 |
| Aspire Private Capital, LLC | $457,275,607 | 175 | $2,613,003 | June 30, 2026 |
| Sixth Street Partners Management Company, L.P. | $457,741,741 | 7 | $65,391,677 | June 30, 2026 |
| AllGen Financial Advisors, Inc. | $457,983,215 | 36 | $12,721,756 | June 30, 2026 |
| Seven Springs Wealth Group, LLC | $458,092,005 | 85 | $5,389,318 | June 30, 2026 |
| First Bank & Trust | $458,195,167 | 270 | $1,697,019 | June 30, 2026 |
| Global Assets Advisory, LLC | $458,348,500 | 322 | $1,423,443 | June 30, 2026 |
| Stuart Chaussee & Associates, Inc. | $458,429,776 | 180 | $2,546,832 | Sept. 30, 2025 Stale |
| Coleford Investment Management Ltd. | $458,504,326 | 23 | $19,934,971 | June 30, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | $458,598,164 | 70 | $6,551,402 | June 30, 2026 |
| Peterson Wealth Services | $458,713,433 | 245 | $1,872,300 | June 30, 2026 |
| RDA Financial Network | $458,761,457 | 286 | $1,604,061 | June 30, 2026 |
| Hills Bank & Trust Co | $458,872,462 | 383 | $1,198,100 | June 30, 2026 |
| Syverson Strege & Co | $458,879,937 | 186 | $2,467,096 | June 30, 2026 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | $459,025,037 | 129 | $3,558,334 | June 30, 2026 |
| Atwater Malick LLC | $459,121,198 | 130 | $3,531,702 | June 30, 2026 |
| RIA Advisory Group LLC | $459,569,943 | 154 | $2,984,220 | June 30, 2026 |
| DeDora Capital, Inc. | $460,099,998 | 129 | $3,566,667 | June 30, 2026 |
| ALPINE WOODS CAPITAL INVESTORS, LLC | $460,170,532 | 220 | $2,091,684 | June 30, 2026 |
| JOHO CAPITAL LLC | $460,415,765 | 10 | $46,041,577 | June 30, 2026 |
| SECTOR GAMMA AS | $460,970,513 | 40 | $11,524,263 | June 30, 2026 |
| Investment Advisory Group, LLC | $461,009,142 | 220 | $2,095,496 | June 30, 2026 |
| Peregrine Asset Advisers, Inc. | $461,102,567 | 218 | $2,115,149 | June 30, 2026 |
| Prevatt Capital Ltd | $461,204,100 | 12 | $38,433,675 | June 30, 2026 |
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