Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Triumph Capital Management | $552,025,522 | 1,861 | $296,628 | June 30, 2026 |
| TWINBEECH CAPITAL LP | $552,561,335 | 352 | $1,569,777 | June 30, 2026 |
| MOLLER WEALTH PARTNERS | $552,823,518 | 75 | $7,370,980 | June 30, 2026 |
| Garden State Investment Advisory Services LLC | $552,991,814 | 365 | $1,515,046 | June 30, 2026 |
| Kultura Capital Management LP | $553,399,633 | 66 | $8,384,843 | June 30, 2026 |
| Bricktown Capital, LLC | $553,474,758 | 28 | $19,766,956 | June 30, 2026 |
| Francis Financial, Inc. | $554,071,947 | 134 | $4,134,865 | June 30, 2026 |
| RPg Family Wealth Advisory, LLC | $554,351,953 | 139 | $3,988,144 | June 30, 2026 |
| CM WEALTH ADVISORS LLC | $554,416,507 | 194 | $2,857,817 | June 30, 2026 |
| Park Place Capital Corp | $554,421,610 | 1,092 | $507,712 | June 30, 2026 |
| Moment Partners, LLC | $554,910,263 | 101 | $5,494,161 | June 30, 2026 |
| BCS Wealth Management | $555,097,231 | 270 | $2,055,916 | June 30, 2026 |
| Westchester Capital Management, Inc. | $555,399,705 | 46 | $12,073,907 | June 30, 2026 |
| Foresight Group Ltd Liability Partnership | $555,761,426 | 62 | $8,963,894 | June 30, 2026 |
| Moody Aldrich Partners LLC | $556,599,639 | 175 | $3,180,569 | June 30, 2026 |
| ALM First Financial Advisors, LLC | $557,450,402 | 25 | $22,298,016 | March 31, 2026 Previous quarter |
| Appian Way Asset Management LP | $558,012,563 | 30 | $18,600,419 | Sept. 30, 2025 Stale |
| Strong Tower Advisory Services | $558,061,339 | 94 | $5,936,823 | June 30, 2026 |
| Wealth Dimensions Group, Ltd. | $558,308,394 | 179 | $3,119,041 | June 30, 2026 |
| Frontier Asset Management, LLC | $558,317,818 | 90 | $6,203,531 | June 30, 2026 |
| BRASADA CAPITAL MANAGEMENT, LP | $558,488,902 | 152 | $3,674,269 | June 30, 2026 |
| Key Financial Inc | $558,498,609 | 1,356 | $411,872 | June 30, 2026 |
| OPAL CAPITAL LLC | $558,763,229 | 136 | $4,108,553 | June 30, 2026 |
| Noble Family Wealth, LLC | $558,893,395 | 74 | $7,552,613 | June 30, 2026 |
| Bleichroeder LP | $558,937,707 | 78 | $7,165,868 | June 30, 2026 |
| SOROS CAPITAL MANAGEMENT LLC | $559,279,259 | 58 | $9,642,746 | June 30, 2026 |
| EQUITEC PROPRIETARY MARKETS, LLC | $559,320,036 | 98 | $5,707,347 | June 30, 2026 |
| University of Illinois Foundation | $559,772,796 | 29 | $19,302,510 | June 30, 2026 |
| OKABENA INVESTMENT SERVICES INC | $559,986,887 | 145 | $3,861,979 | June 30, 2026 |
| Riggs Asset Managment Co. Inc. | $560,110,873 | 132 | $4,243,264 | June 30, 2026 |
| WESPAC Advisors SoCal, LLC | $560,342,291 | 122 | $4,592,970 | June 30, 2026 |
| Arosa Capital Management LP | $561,069,846 | 52 | $10,789,805 | June 30, 2026 |
| HANCOCK WHITNEY CORP | $561,080,833 | 752 | $746,118 | June 30, 2026 |
| FCPM III SERVICES B.V. | $561,258,251 | 11 | $51,023,477 | June 30, 2026 |
| Ma Investment Partnership, LP | $561,427,500 | 13 | $43,186,731 | June 30, 2026 |
| Leading Edge Financial Planning LLC | $561,559,123 | 78 | $7,199,476 | June 30, 2026 |
| Financial Gravity Wealth, Inc. | $561,968,950 | 972 | $578,157 | March 31, 2026 Previous quarter |
| Lincoln Capital LLC | $561,998,145 | 137 | $4,102,176 | June 30, 2026 |
| Ramsay, Stattman, Vela & Price, Inc. | $562,150,183 | 84 | $6,692,264 | June 30, 2026 |
| SACHEM HILL LLC | $562,535,741 | 67 | $8,396,056 | June 30, 2026 |
| Tradewinds Capital Management, LLC | $562,553,819 | 715 | $786,789 | June 30, 2026 |
| MANCHESTER FINANCIAL INC | $562,557,897 | 145 | $3,879,710 | June 30, 2026 |
| CENTRAL BANK & TRUST CO | $562,623,914 | 185 | $3,041,210 | June 30, 2026 |
| Poplar Forest Capital LLC | $562,632,408 | 52 | $10,819,854 | March 31, 2025 Stale |
| Fine Capital Partners, L.P. | $563,268,878 | 1 | $563,268,878 | Sept. 30, 2025 Stale |
| IDG China Capital Fund III Associates L.P. | $564,006,954 | 2 | $282,003,477 | June 30, 2026 |
| Financial Advisors, LLC | $564,330,532 | 80 | $7,054,132 | Sept. 30, 2025 Stale |
| Primavera Capital Management Ltd | $565,074,592 | 5 | $113,014,918 | June 30, 2026 |
| BetterWealth, LLC | $565,263,911 | 86 | $6,572,836 | June 30, 2026 |
| Legacy Trust | $565,597,357 | 210 | $2,693,321 | June 30, 2026 |
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