Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Trustees of Columbia University in the City of New York | $467,844,511 | 3 | $155,948,170 | June 30, 2026 |
| Mystic Asset Management, Inc. | $467,877,790 | 225 | $2,079,457 | June 30, 2026 |
| Sequent Planning LLC | $467,987,559 | 269 | $1,739,731 | June 30, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | $468,079,829 | 419 | $1,117,136 | June 30, 2026 |
| Sollinda Capital Management LLC | $468,376,564 | 80 | $5,854,707 | June 30, 2026 |
| Evergreen Advisors, LLC | $468,561,299 | 31 | $15,114,881 | June 30, 2026 |
| KADENSA CAPITAL Ltd | $468,642,758 | 28 | $16,737,241 | June 30, 2026 |
| HILL ISLAND FINANCIAL LLC | $468,665,234 | 93 | $5,039,411 | June 30, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | $468,836,776 | 138 | $3,397,368 | June 30, 2026 |
| MilWealth Group LLC | $468,891,092 | 82 | $5,718,184 | June 30, 2026 |
| Aster Capital Management (DIFC) Ltd | $470,036,496 | 808 | $581,728 | June 30, 2026 |
| Bill Few Associates, Inc. | $470,048,263 | 227 | $2,070,697 | June 30, 2026 |
| Jones Hill Capital LP | $470,359,288 | 29 | $16,219,286 | June 30, 2026 |
| AMI INVESTMENT MANAGEMENT INC | $470,525,011 | 78 | $6,032,372 | June 30, 2026 |
| High Net Worth Advisory Group LLC | $470,704,956 | 250 | $1,882,820 | June 30, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $470,777,384 | 285 | $1,651,850 | June 30, 2026 |
| D.B. Root & Company, LLC | $470,819,637 | 207 | $2,274,491 | June 30, 2026 |
| Decker Wealth Management LLC | $471,065,305 | 107 | $4,402,479 | June 30, 2026 |
| CALIFORNIA FIRST LEASING CORP | $471,105,452 | 34 | $13,856,043 | June 30, 2026 |
| Paulson Wealth Management Inc. | $471,427,056 | 146 | $3,228,952 | June 30, 2026 |
| PEAVINE CAPITAL, LLC | $471,581,116 | 9 | $52,397,902 | June 30, 2026 |
| Aisling Capital Management LP | $471,616,867 | 14 | $33,686,919 | June 30, 2026 |
| Lansing Street Advisors | $471,711,798 | 167 | $2,824,622 | June 30, 2026 |
| Acumen Wealth Advisors, LLC | $471,770,173 | 493 | $956,937 | June 30, 2026 |
| Cordoba Advisory Partners LLC | $471,848,971 | 144 | $3,276,729 | June 30, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | $471,936,908 | 113 | $4,176,433 | June 30, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | $472,549,709 | 134 | $3,526,490 | Dec. 31, 2025 Stale |
| INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | $472,589,994 | 31 | $15,244,839 | June 30, 2026 |
| Cherry Tree Wealth Management, LLC | $472,723,168 | 582 | $812,239 | March 31, 2026 Previous quarter |
| Shelter Mutual Insurance Co | $472,828,527 | 58 | $8,152,216 | June 30, 2026 |
| BCGM Wealth Management, LLC | $472,991,565 | 182 | $2,598,855 | June 30, 2026 |
| Logan Stone Capital, LLC | $473,167,723 | 155 | $3,052,695 | June 30, 2026 |
| American Investment Services, Inc. | $473,329,330 | 133 | $3,558,867 | June 30, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | $473,335,409 | 120 | $3,944,462 | June 30, 2026 |
| PLIMOTH TRUST CO LLC | $473,339,008 | 175 | $2,704,794 | June 30, 2026 |
| ArchPoint Investors | $473,354,990 | 80 | $5,916,937 | June 30, 2026 |
| Austin Wealth Management, LLC | $473,401,726 | 126 | $3,757,157 | June 30, 2026 |
| Guidance Point Advisors, LLC | $473,601,315 | 102 | $4,643,150 | June 30, 2026 |
| Ipswich Investment Management Co., Inc. | $473,649,120 | 190 | $2,492,890 | June 30, 2026 |
| Scott & Selber, Inc. | $473,724,815 | 91 | $5,205,767 | June 30, 2026 |
| BRIGADE CAPITAL MANAGEMENT, LP | $474,229,236 | 15 | $31,615,282 | June 30, 2026 |
| Financial & Tax Architects, LLC | $474,274,967 | 110 | $4,311,591 | June 30, 2026 |
| Park Edge Advisors, LLC | $474,909,917 | 154 | $3,083,831 | June 30, 2026 |
| DG Capital Management, LLC | $474,925,547 | 27 | $17,589,835 | June 30, 2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | $475,897,265 | 102 | $4,665,659 | June 30, 2026 |
| Joseph Group Capital Management | $476,044,253 | 387 | $1,230,089 | June 30, 2026 |
| Paragon Advisors, LLC | $476,127,229 | 77 | $6,183,471 | June 30, 2026 |
| MAGNOLIA GROUP, LLC | $476,279,270 | 16 | $29,767,454 | June 30, 2026 |
| Elemental Capital Partners LLC | $476,292,201 | 12 | $39,691,017 | June 30, 2026 |
| Z3 Capital Partners, LLC | $476,386,635 | 192 | $2,481,180 | June 30, 2026 |
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