Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| GFS Advisors, LLC | $948,404,977 | 266 | $3,565,432 | June 30, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | $948,446,654 | 89 | $10,656,704 | June 30, 2026 |
| Diametric Capital, LP | $948,455,746 | 474 | $2,000,961 | June 30, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | $948,904,646 | 245 | $3,873,080 | June 30, 2026 |
| Abacus Wealth Partners, LLC | $951,225,052 | 321 | $2,963,318 | June 30, 2026 |
| L. Roy Papp & Associates, LLP | $951,377,536 | 193 | $4,929,417 | June 30, 2026 |
| MAKENA CAPITAL MANAGEMENT LLC | $951,848,096 | 26 | $36,609,542 | June 30, 2026 |
| CVFG LLC | $952,101,663 | 250 | $3,808,407 | June 30, 2026 |
| Harbour Trust & Investment Management Co | $952,377,957 | 160 | $5,952,362 | June 30, 2026 |
| Night Owl Capital Management, LLC | $952,805,629 | 30 | $31,760,188 | June 30, 2026 |
| Claro Advisors Inc. | $952,810,817 | 533 | $1,787,638 | June 30, 2026 |
| VICTORY FINANCIAL GROUP, LLC | $952,924,815 | 399 | $2,388,283 | June 30, 2026 |
| Lifeworks Advisors, LLC | $955,041,885 | 337 | $2,833,952 | June 30, 2026 |
| River Wealth Advisors LLC | $955,732,279 | 217 | $4,404,296 | June 30, 2026 |
| Coppell Advisory Solutions LLC | $955,841,934 | 553 | $1,728,466 | June 30, 2026 |
| Buck Wealth Strategies, LLC | $956,150,170 | 1,170 | $817,222 | June 30, 2026 |
| Wahed Invest LLC | $958,120,311 | 227 | $4,220,794 | June 30, 2026 |
| BURNS J W & CO INC/NY | $959,471,870 | 189 | $5,076,571 | June 30, 2026 |
| Ramirez Asset Management, Inc. | $959,859,736 | 360 | $2,666,277 | June 30, 2026 |
| ARDSLEY ADVISORY PARTNERS LP | $960,211,633 | 145 | $6,622,149 | June 30, 2026 |
| Disciplina Capital Management LLC | $960,961,508 | 68 | $14,131,787 | June 30, 2026 |
| PARTHENON LLC | $961,952,027 | 133 | $7,232,722 | June 30, 2026 |
| SILVERARC CAPITAL MANAGEMENT, LLC | $962,154,050 | 73 | $13,180,192 | June 30, 2026 |
| Leonard Green & Partners, L.P. | $962,193,366 | 4 | $240,548,342 | June 30, 2026 |
| RMG Wealth Management LLC | $962,645,170 | 577 | $1,668,363 | June 30, 2026 |
| L2 Asset Management, LLC | $962,793,844 | 411 | $2,342,564 | June 30, 2026 |
| Aviance Capital Partners, LLC | $963,248,133 | 388 | $2,482,598 | June 30, 2026 |
| GOODNOW INVESTMENT GROUP, LLC | $963,729,310 | 23 | $41,901,274 | June 30, 2026 |
| Baker Ellis Asset Management LLC | $964,102,740 | 265 | $3,638,124 | June 30, 2026 |
| Revolve Wealth Partners, LLC | $965,197,807 | 356 | $2,711,230 | June 30, 2026 |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | $967,357,481 | 120 | $8,061,312 | June 30, 2026 |
| L & S Advisors Inc | $967,412,770 | 236 | $4,099,207 | June 30, 2026 |
| Stockman Wealth Management, Inc. | $967,730,072 | 178 | $5,436,686 | June 30, 2026 |
| Noked Israel Ltd | $969,918,908 | 11 | $88,174,446 | June 30, 2026 |
| Marietta Wealth Management, LLC | $970,649,393 | 133 | $7,298,116 | June 30, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | $970,918,659 | 651 | $1,491,427 | June 30, 2026 |
| Troluce Capital Advisors LLC | $970,986,133 | 26 | $37,345,621 | June 30, 2026 |
| Integrity Advisory Solutions, LLC | $971,711,287 | 336 | $2,891,998 | June 30, 2026 |
| INFINITUM ASSET MANAGEMENT, LLC | $971,829,182 | 17 | $57,166,422 | June 30, 2026 |
| FJ Investments, LLC | $972,336,044 | 6 | $162,056,007 | June 30, 2026 |
| Permanens Capital L.P. | $972,365,849 | 100 | $9,723,658 | June 30, 2026 |
| RPG Investment Advisory, LLC | $972,850,249 | 93 | $10,460,755 | June 30, 2026 |
| SEEDS INVESTOR LLC | $973,316,769 | 379 | $2,568,118 | June 30, 2026 |
| Patriot Financial Group Insurance Agency, LLC | $973,999,814 | 491 | $1,983,706 | June 30, 2026 |
| Family Manage LLC | $974,666,899 | 324 | $3,008,231 | June 30, 2026 |
| Arini Capital Management Ltd | $974,731,526 | 28 | $34,811,840 | June 30, 2026 |
| KINGDON CAPITAL MANAGEMENT, L.L.C. | $976,167,326 | 74 | $13,191,450 | June 30, 2026 |
| Parkman Healthcare Partners LLC | $976,827,960 | 77 | $12,686,077 | June 30, 2026 |
| TCV Trust & Wealth Management, Inc. | $978,223,782 | 226 | $4,328,424 | June 30, 2026 |
| U S GLOBAL INVESTORS INC | $978,721,800 | 127 | $7,706,471 | June 30, 2026 |
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