Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Sugarloaf Wealth Management, LLC | $528,657,763 | 686 | $770,638 | Dec. 31, 2024 Stale |
| Genoa Capital Gestora de Recursos Ltda. | $528,764,674 | 14 | $37,768,905 | June 30, 2026 |
| GREAT POINT PARTNERS LLC | $529,120,900 | 42 | $12,598,117 | June 30, 2026 |
| Keudell/Morrison Wealth Management | $529,232,161 | 260 | $2,035,508 | June 30, 2026 |
| Teramo Advisors, LLC | $529,237,550 | 4 | $132,309,388 | June 30, 2026 |
| J. Derek Lewis & Associates Inc. | $529,245,023 | 216 | $2,450,208 | June 30, 2026 |
| DMKC Advisory Services, LLC | $529,626,255 | 92 | $5,756,807 | June 30, 2026 |
| Taproot Management LP | $529,702,542 | 180 | $2,942,792 | March 31, 2026 Previous quarter |
| Bridgewealth Advisory Group, LLC | $529,863,301 | 141 | $3,757,896 | June 30, 2026 |
| GARNET EQUITY CAPITAL HOLDINGS, INC. | $530,014,545 | 29 | $18,276,364 | June 30, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | $530,173,576 | 173 | $3,064,587 | June 30, 2026 |
| Alliance Wealth Advisors, LLC /UT | $530,311,849 | 235 | $2,256,646 | June 30, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | $530,427,896 | 261 | $2,032,291 | June 30, 2026 |
| Thrive Capital Management, LLC | $530,463,461 | 170 | $3,120,373 | June 30, 2026 |
| Long Run Wealth Advisors, LLC | $530,687,273 | 106 | $5,006,484 | Dec. 31, 2025 Stale |
| KP Management LLC | $531,508,286 | 86 | $6,180,329 | June 30, 2026 |
| ICON ADVISERS INC/CO | $531,589,178 | 195 | $2,726,098 | June 30, 2026 |
| SMI Advisory Services, LLC | $531,627,000 | 62 | $8,574,629 | June 30, 2026 |
| Interchange Capital Partners, LLC | $531,683,654 | 430 | $1,236,474 | June 30, 2026 |
| 3Chopt Investment Partners, LLC | $532,096,866 | 274 | $1,941,959 | June 30, 2026 |
| Catalio Capital Management, LP | $532,102,416 | 39 | $13,643,652 | June 30, 2026 |
| Sovereign Investment Advisors, LLC | $532,698,341 | 109 | $4,887,141 | June 30, 2026 |
| Technology Crossover Management XI, Ltd. | $532,824,895 | 2 | $266,412,448 | June 30, 2026 |
| Board of Trustees of The Leland Stanford Junior University | $533,053,290 | 19 | $28,055,436 | June 30, 2026 |
| RS CRUM INC. | $533,379,716 | 103 | $5,178,444 | June 30, 2026 |
| OAK HILL WEALTH ADVISORS, LLC | $533,648,937 | 148 | $3,605,736 | Sept. 30, 2025 Stale |
| Sanofi | $534,041,662 | 10 | $53,404,166 | June 30, 2026 |
| SailingStone Capital Partners LLC | $534,302,785 | 19 | $28,121,199 | June 30, 2026 |
| Cranbrook Wealth Management, LLC | $534,353,983 | 406 | $1,316,143 | June 30, 2026 |
| 12 West Capital Management LP | $534,704,065 | 18 | $29,705,781 | June 30, 2026 |
| Shulman DeMeo Asset Management LLC | $535,004,241 | 146 | $3,664,413 | June 30, 2026 |
| MYCIO WEALTH PARTNERS, LLC | $535,009,185 | 49 | $10,918,555 | June 30, 2026 |
| WESCAP Management Group, Inc. | $535,805,047 | 107 | $5,007,524 | June 30, 2026 |
| HEADINVEST, LLC | $536,177,850 | 217 | $2,470,866 | June 30, 2026 |
| Stelac Advisory Services LLC | $536,557,010 | 168 | $3,193,792 | June 30, 2026 |
| Rosenberg Matthew Hamilton | $536,760,366 | 792 | $677,728 | June 30, 2026 |
| Second Line Capital, LLC | $536,878,107 | 176 | $3,050,444 | June 30, 2026 |
| Firestone Capital Management | $537,017,479 | 168 | $3,196,533 | June 30, 2026 |
| REVERENCE CAPITAL PARTNERS, L.P. | $537,557,828 | 1 | $537,557,828 | June 30, 2026 |
| DecisionPoint Financial, LLC | $537,717,085 | 1,416 | $379,744 | June 30, 2026 |
| Manitou Investment Management Ltd. | $537,916,728 | 48 | $11,206,599 | June 30, 2026 |
| Symmetry Investments LP | $538,103,377 | 152 | $3,540,154 | June 30, 2026 |
| Keystone Wealth Services, LLC | $538,602,838 | 327 | $1,647,103 | June 30, 2026 |
| America First Investment Advisors, LLC | $538,854,353 | 45 | $11,974,541 | June 30, 2026 |
| GoalVest Advisory LLC | $539,118,468 | 500 | $1,078,237 | June 30, 2026 |
| Mascoma Wealth Management LLC | $539,321,831 | 609 | $885,586 | June 30, 2026 |
| Aljian Capital Management, LLC | $539,747,891 | 134 | $4,027,969 | June 30, 2026 |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | $540,004,212 | 64 | $8,437,566 | June 30, 2025 Stale |
| Northwest Quadrant Wealth Management, LLC | $540,039,599 | 77 | $7,013,501 | June 30, 2026 |
| Mandatum Life Insurance Co Ltd | $540,144,597 | 90 | $6,001,607 | June 30, 2026 |
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