Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| EASTERN BANK | $917,817,459 | 1,038 | $884,217 | June 30, 2026 |
| Cumberland Partners Ltd | $917,839,458 | 153 | $5,998,951 | June 30, 2026 |
| STRATEGIC PLANNING GROUP, LLC | $917,971,056 | 75 | $12,239,614 | June 30, 2026 |
| TFO Wealth Partners, LLC | $919,271,967 | 65 | $14,142,646 | June 30, 2026 |
| Violich Capital Management, Inc. | $919,348,890 | 122 | $7,535,647 | June 30, 2026 |
| AXQ CAPITAL, LP | $919,686,706 | 960 | $958,007 | June 30, 2026 |
| SILVERBACK ASSET MANAGEMENT LLC | $920,051,928 | 64 | $14,375,811 | June 30, 2026 |
| SoftVest Advisors, LLC | $921,062,856 | 9 | $102,340,317 | June 30, 2026 |
| Delta Global Management LP | $921,720,203 | 149 | $6,186,042 | June 30, 2026 |
| MacKay Shields LLC | $921,932,486 | 108 | $8,536,412 | June 30, 2026 |
| Alaska Wealth Advisors, LLC | $923,225,933 | 90 | $10,258,066 | June 30, 2026 |
| James J. Burns & Company, LLC | $923,529,611 | 163 | $5,665,826 | June 30, 2026 |
| Maridea Wealth Management LLC | $924,114,461 | 547 | $1,689,423 | June 30, 2026 |
| Geometric Wealth Advisors | $924,510,709 | 94 | $9,835,220 | June 30, 2026 |
| BARLOW WEALTH PARTNERS, LLC | $925,543,905 | 149 | $6,211,704 | June 30, 2026 |
| MBB PUBLIC MARKETS I LLC | $926,038,792 | 26 | $35,616,877 | June 30, 2026 |
| ABC ARBITRAGE SA | $926,063,126 | 381 | $2,430,612 | June 30, 2026 |
| Arista Wealth Management, LLC | $926,658,954 | 266 | $3,483,680 | June 30, 2026 |
| REDWOOD CAPITAL MANAGEMENT, LLC | $927,442,105 | 25 | $37,097,684 | June 30, 2026 |
| DiNuzzo Private Wealth, Inc. | $927,651,573 | 1,345 | $689,704 | March 31, 2026 Previous quarter |
| Fort Sheridan Advisors LLC | $927,920,875 | 299 | $3,103,414 | June 30, 2026 |
| Ikarian Capital, LLC | $928,174,362 | 156 | $5,949,836 | June 30, 2026 |
| RATIONAL ADVISORS, INC. | $929,124,776 | 195 | $4,764,742 | June 30, 2026 |
| Capital Investment Counsel, Inc | $929,314,871 | 266 | $3,493,665 | June 30, 2026 |
| FORTE CAPITAL LLC /ADV | $930,328,495 | 239 | $3,892,588 | June 30, 2025 Stale |
| Night Squared LP | $930,412,492 | 69 | $13,484,239 | June 30, 2026 |
| Bronte Capital Management Pty Ltd. | $931,001,548 | 57 | $16,333,360 | June 30, 2026 |
| Artal Group S.A. | $931,121,604 | 2 | $465,560,802 | June 30, 2026 |
| Ashe Capital Management, LP | $931,462,041 | 7 | $133,066,006 | June 30, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | $932,582,905 | 129 | $7,229,325 | June 30, 2026 |
| ASHFORD CAPITAL MANAGEMENT INC | $932,619,485 | 107 | $8,716,070 | June 30, 2026 |
| Thomasville National Bank | $932,838,036 | 241 | $3,870,697 | June 30, 2026 |
| CAAS CAPITAL MANAGEMENT LP | $933,711,035 | 469 | $1,990,855 | March 31, 2025 Stale |
| First Turn Management, LLC | $934,715,611 | 31 | $30,152,116 | June 30, 2026 |
| SCOGGIN MANAGEMENT LP | $934,782,444 | 69 | $13,547,572 | June 30, 2026 |
| High Probability Advisors, LLC | $935,032,417 | 75 | $12,467,099 | June 30, 2026 |
| Archon Partners LLC | $936,829,112 | 37 | $25,319,706 | June 30, 2026 |
| FSM Wealth Advisors, LLC | $936,983,147 | 350 | $2,677,095 | June 30, 2026 |
| PINNBROOK CAPITAL MANAGEMENT LP | $938,140,776 | 103 | $9,108,163 | June 30, 2026 |
| MIDDLETON & CO INC/MA | $941,911,615 | 170 | $5,540,657 | June 30, 2026 |
| Allegheny Financial Group | $941,955,310 | 305 | $3,088,378 | June 30, 2026 |
| Condire Management, LP | $942,334,178 | 21 | $44,873,056 | June 30, 2026 |
| Headlands Technologies LLC | $942,514,284 | 695 | $1,356,136 | June 30, 2026 |
| UNIVEST FINANCIAL Corp | $943,307,641 | 275 | $3,430,210 | June 30, 2026 |
| Old West Investment Management, LLC | $944,172,985 | 124 | $7,614,298 | June 30, 2026 |
| SYLEBRA CAPITAL LLC | $944,535,498 | 9 | $104,948,389 | June 30, 2026 |
| OARSMAN CAPITAL, INC. | $944,844,812 | 244 | $3,872,315 | June 30, 2026 |
| CCM INVESTMENT GROUP, LLC | $945,813,843 | 207 | $4,569,149 | March 31, 2025 Stale |
| United Advisor Group, LLC | $947,650,710 | 544 | $1,742,005 | June 30, 2026 |
| Asset One Wealth Management LLC | $947,664,969 | 347 | $2,731,023 | June 30, 2026 |
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