Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| NEXPOINT ASSET MANAGEMENT, L.P. | $888,625,309 | 70 | $12,694,647 | June 30, 2026 |
| Discerene Group LP | $889,142,224 | 12 | $74,095,185 | June 30, 2026 |
| Fortis Capital Advisors, LLC | $889,398,391 | 408 | $2,179,898 | June 30, 2026 |
| Warwick Investment Management, Inc. | $890,889,473 | 149 | $5,979,124 | June 30, 2026 |
| Krasney Financial LLC | $891,965,814 | 299 | $2,983,163 | March 31, 2026 Previous quarter |
| Fortis Capital Management LLC | $893,981,082 | 242 | $3,694,137 | June 30, 2026 |
| Clayton, Dubilier & Rice, LLC | $894,968,588 | 2 | $447,484,294 | June 30, 2026 |
| SIERRA SUMMIT ADVISORS LLC | $895,434,368 | 185 | $4,840,186 | June 30, 2026 |
| Insight Wealth Strategies, LLC | $895,704,935 | 177 | $5,060,480 | March 31, 2026 Previous quarter |
| Johnson Bixby & Associates, LLC | $895,818,543 | 131 | $6,838,309 | June 30, 2026 |
| SPX Gestao de Recursos Ltda | $897,970,154 | 77 | $11,661,950 | June 30, 2026 |
| FINANCIAL CONSULATE, INC | $898,549,799 | 1,449 | $620,117 | June 30, 2026 |
| BSW Wealth Partners | $899,228,698 | 331 | $2,716,703 | June 30, 2026 |
| VALLEY NATIONAL ADVISERS INC | $899,759,103 | 1,056 | $852,045 | June 30, 2026 |
| North Peak Capital Management, LLC | $899,987,981 | 8 | $112,498,498 | June 30, 2026 |
| Blueprint Financial Advisors LLC | $900,045,961 | 131 | $6,870,580 | June 30, 2026 |
| MayTech Global Investments, LLC | $900,191,627 | 22 | $40,917,801 | June 30, 2026 |
| Nellore Capital Management LLC | $900,708,688 | 10 | $90,070,869 | June 30, 2026 |
| Strid Group, LLC | $900,748,336 | 93 | $9,685,466 | June 30, 2026 |
| Soundwatch Capital LLC | $901,045,168 | 53 | $17,000,852 | June 30, 2026 |
| Parkside Investments, LLC | $902,191,439 | 91 | $9,914,192 | June 30, 2026 |
| TFC Financial Management, Inc. | $902,256,104 | 1,034 | $872,588 | June 30, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $902,794,296 | 493 | $1,831,226 | June 30, 2026 |
| LIGHT STREET CAPITAL MANAGEMENT, LLC | $902,839,902 | 28 | $32,244,282 | June 30, 2026 |
| Ranmore Fund Management Ltd | $903,015,201 | 23 | $39,261,530 | June 30, 2026 |
| SeaCrest Wealth Management, LLC | $903,420,724 | 550 | $1,642,583 | June 30, 2026 |
| One Wealth Advisors, LLC | $905,738,194 | 326 | $2,778,338 | June 30, 2026 |
| Manchester Global Management (UK) Ltd | $906,029,209 | 23 | $39,392,574 | June 30, 2026 |
| Oak Root LLC | $906,266,254 | 10 | $90,626,625 | June 30, 2026 |
| NJ State Employees Deferred Compensation Plan | $906,284,296 | 437 | $2,073,877 | Sept. 30, 2025 Stale |
| GREATMARK INVESTMENT PARTNERS, INC. | $906,498,746 | 153 | $5,924,828 | June 30, 2026 |
| Tennessee Valley Asset Management Partners | $906,506,475 | 207 | $4,379,258 | June 30, 2026 |
| Pacific Life Fund Advisors LLC | $909,643,041 | 27 | $33,690,483 | June 30, 2026 |
| RW Investment Management LLC | $910,480,343 | 115 | $7,917,220 | June 30, 2026 |
| Bard Financial Services, Inc. | $911,202,781 | 212 | $4,298,126 | Sept. 30, 2025 Stale |
| Permian Investment Partners, LP | $911,476,340 | 13 | $70,113,565 | June 30, 2026 |
| Nelson Capital Management, LLC | $911,581,979 | 120 | $7,596,516 | June 30, 2026 |
| JT Stratford LLC | $912,000,906 | 321 | $2,841,124 | June 30, 2026 |
| Castellan Group | $912,089,618 | 41 | $22,246,088 | June 30, 2026 |
| Wallace Capital Management Inc. | $912,139,389 | 77 | $11,845,966 | June 30, 2026 |
| Pitcairn Wealth Advisors LLC | $912,892,212 | 281 | $3,248,727 | June 30, 2026 |
| ATLAS CAPITAL ADVISORS INC. | $913,106,072 | 1,049 | $870,454 | June 30, 2026 |
| ICICI Prudential Asset Management Co Ltd | $913,183,270 | 157 | $5,816,454 | June 30, 2026 |
| MJP ASSOCIATES INC /ADV | $914,215,669 | 233 | $3,923,672 | June 30, 2026 |
| Symphony Financial, Ltd. Co. | $914,261,406 | 371 | $2,464,316 | June 30, 2026 |
| Agave Capital Management Ltd | $914,812,044 | 12 | $76,234,337 | June 30, 2026 |
| Greenvale Capital LLP | $915,636,574 | 11 | $83,239,689 | June 30, 2026 |
| De Lisle Partners LLP | $916,214,274 | 178 | $5,147,271 | June 30, 2026 |
| TWIN CAPITAL MANAGEMENT INC | $916,404,966 | 269 | $3,406,710 | June 30, 2026 |
| RTD Financial Advisors, Inc. | $916,927,104 | 120 | $7,641,059 | June 30, 2026 |
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