Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Broad Bay Capital Management, LP | $1,070,346,230 | 24 | $44,597,760 | June 30, 2026 |
| Legacy Advisors, LLC | $1,070,536,646 | 337 | $3,176,667 | June 30, 2026 |
| Morgan Stanley Institutional Investment Advisors LLC | $1,070,599,282 | 5 | $214,119,856 | June 30, 2026 |
| Tamar Securities, LLC | $1,070,646,399 | 98 | $10,924,963 | June 30, 2026 |
| Kepler Cheuvreux (Suisse) SA | $1,070,995,271 | 162 | $6,611,082 | June 30, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | $1,071,250,252 | 223 | $4,803,813 | June 30, 2026 |
| Graves Light Lenhart Wealth, Inc. | $1,071,654,037 | 203 | $5,279,084 | June 30, 2026 |
| Ironvine Capital Partners, LLC | $1,073,099,316 | 57 | $18,826,304 | June 30, 2026 |
| JIA INVESTMENT ALLIANCE PTE. LTD. | $1,073,549,791 | 23 | $46,676,078 | June 30, 2026 |
| Arrow Financial Corp | $1,074,288,020 | 162 | $6,631,408 | June 30, 2026 |
| WATER ISLAND CAPITAL LLC | $1,075,083,365 | 85 | $12,648,040 | June 30, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | $1,076,195,895 | 207 | $5,199,014 | June 30, 2026 |
| Hook Mill Capital Partners, LP | $1,077,449,706 | 37 | $29,120,262 | June 30, 2026 |
| Great Waters Wealth Management | $1,079,201,932 | 127 | $8,497,653 | June 30, 2026 |
| Boulay Financial Advisors, LLC | $1,080,082,842 | 6 | $180,013,807 | June 30, 2026 |
| DOCK STREET ASSET MANAGEMENT INC | $1,081,389,339 | 64 | $16,896,708 | June 30, 2026 |
| Palisade Asset Management, LLC | $1,083,313,040 | 204 | $5,310,358 | June 30, 2026 |
| Bares Capital Management, Inc. | $1,083,914,423 | 24 | $45,163,101 | Sept. 30, 2025 Stale |
| Lindbrook Capital, LLC | $1,084,646,695 | 2,781 | $390,020 | March 31, 2025 Stale |
| Sheaff Brock Investment Advisors, LLC | $1,085,603,224 | 460 | $2,360,007 | March 31, 2025 Stale |
| TOWER BRIDGE ADVISORS | $1,086,691,047 | 222 | $4,895,005 | June 30, 2026 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | $1,088,101,614 | 29 | $37,520,745 | June 30, 2026 |
| Bison Wealth, LLC | $1,088,411,485 | 485 | $2,244,147 | June 30, 2026 |
| Legacy Edge Advisors, LLC | $1,088,555,810 | 239 | $4,554,627 | June 30, 2026 |
| Trybe Capital Management LP | $1,089,344,384 | 8 | $136,168,048 | June 30, 2026 |
| Guardian Partners Inc. | $1,089,546,853 | 391 | $2,786,565 | June 30, 2026 |
| Asset Advisors Investment Management, LLC | $1,090,285,888 | 102 | $10,689,077 | June 30, 2026 |
| Intrua Financial, LLC | $1,091,014,528 | 495 | $2,204,070 | June 30, 2026 |
| Alta Park Capital, LP | $1,091,326,724 | 27 | $40,419,508 | June 30, 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | $1,091,368,716 | 145 | $7,526,681 | June 30, 2026 |
| Goldstone Financial Group, LLC | $1,094,204,312 | 243 | $4,502,898 | June 30, 2026 |
| Koch, Inc. | $1,094,236,536 | 10 | $109,423,654 | June 30, 2026 |
| Berkshire Money Management, Inc. | $1,094,443,345 | 56 | $19,543,631 | June 30, 2026 |
| Goldstein Advisors, LLC | $1,094,466,192 | 261 | $4,193,357 | June 30, 2026 |
| Miller Investment Management, LP | $1,094,644,404 | 83 | $13,188,487 | June 30, 2026 |
| Vivo Capital, LLC | $1,095,100,823 | 47 | $23,300,018 | June 30, 2026 |
| BRUNI J V & CO /CO | $1,095,344,961 | 33 | $33,192,272 | June 30, 2026 |
| Wellesley Asset Management | $1,095,411,161 | 64 | $17,115,799 | June 30, 2026 |
| Red Door Wealth Management, LLC | $1,095,528,986 | 320 | $3,423,528 | June 30, 2026 |
| Three Seasons Wealth, LLC | $1,096,261,493 | 180 | $6,090,342 | June 30, 2026 |
| SWISS RE LTD | $1,098,445,193 | 237 | $4,634,790 | June 30, 2026 |
| Taikang Asset Management (Hong Kong) Co Ltd | $1,098,968,980 | 77 | $14,272,324 | June 30, 2026 |
| Gryphon Financial Partners LLC | $1,099,099,998 | 381 | $2,884,777 | June 30, 2026 |
| BBFIT INVESTMENTS PTE LTD | $1,099,293,306 | 7 | $157,041,901 | June 30, 2026 |
| ARCH Venture Management, LLC | $1,100,261,770 | 12 | $91,688,481 | June 30, 2026 |
| BEACON FINANCIAL GROUP | $1,100,327,701 | 377 | $2,918,641 | June 30, 2026 |
| Ullmann Wealth Partners Group, LLC | $1,100,339,480 | 174 | $6,323,790 | June 30, 2026 |
| DUMAC, INC. | $1,100,492,696 | 16 | $68,780,794 | June 30, 2026 |
| Silver Point Capital L.P. | $1,101,596,453 | 14 | $78,685,461 | June 30, 2026 |
| Rodgers & Associates, LTD | $1,101,794,437 | 108 | $10,201,800 | June 30, 2026 |
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