Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Teamwork Financial Advisors, LLC | $1,102,018,585 | 215 | $5,125,668 | June 30, 2026 |
| Naviter Wealth, LLC | $1,102,163,392 | 305 | $3,613,650 | June 30, 2026 |
| Zweig-DiMenna Associates LLC | $1,102,243,171 | 70 | $15,746,331 | June 30, 2026 |
| Trivium Point Advisory, LLC | $1,102,605,044 | 354 | $3,114,704 | June 30, 2026 |
| Heron Bay Capital Management | $1,103,565,207 | 97 | $11,376,961 | June 30, 2026 |
| Opaleye Management Inc. | $1,104,182,260 | 58 | $19,037,625 | June 30, 2026 |
| CVA Family Office, LLC | $1,104,321,030 | 1,802 | $612,831 | June 30, 2026 |
| Smith Anglin Financial, LLC | $1,104,650,120 | 209 | $5,285,407 | June 30, 2025 Stale |
| HBW ADVISORY SERVICES LLC | $1,105,425,908 | 463 | $2,387,529 | June 30, 2026 |
| Aperture Investors, LLC | $1,105,514,332 | 87 | $12,707,061 | June 30, 2026 |
| TECTONIC ADVISORS LLC | $1,106,070,171 | 289 | $3,827,232 | June 30, 2026 |
| Galileo (PTC) Ltd | $1,107,204,664 | 3 | $369,068,221 | June 30, 2026 |
| Onyx Bridge Wealth Group LLC | $1,109,022,669 | 389 | $2,850,958 | June 30, 2026 |
| MASON STREET ADVISORS, LLC | $1,109,891,435 | 15 | $73,992,762 | June 30, 2026 |
| Octagon Capital Advisors LP | $1,112,538,962 | 27 | $41,205,147 | June 30, 2026 |
| Frec Markets, Inc. | $1,114,293,295 | 905 | $1,231,263 | June 30, 2026 |
| JGP Wealth Management, LLC | $1,114,636,116 | 231 | $4,825,265 | June 30, 2026 |
| Versant Capital Management, Inc | $1,115,437,706 | 2,745 | $406,353 | June 30, 2026 |
| VIKING FUND MANAGEMENT LLC | $1,116,611,932 | 146 | $7,648,027 | June 30, 2026 |
| CANANDAIGUA NATIONAL CORP | $1,117,167,312 | 310 | $3,603,766 | March 31, 2026 Previous quarter |
| HCR Wealth Advisors | $1,117,188,703 | 259 | $4,313,470 | June 30, 2026 |
| Strategies Wealth Advisors, LLC | $1,117,965,464 | 202 | $5,534,482 | June 30, 2026 |
| AEW CAPITAL MANAGEMENT L P | $1,119,191,054 | 39 | $28,697,207 | June 30, 2026 |
| Cornerstone Capital, Inc. | $1,119,377,067 | 120 | $9,328,142 | June 30, 2026 |
| WNY Asset Management, LLC | $1,119,825,474 | 261 | $4,290,519 | June 30, 2026 |
| Shannon River Fund Management LLC | $1,120,393,801 | 37 | $30,280,914 | June 30, 2026 |
| Wealth Management Nebraska | $1,120,854,555 | 106 | $10,574,100 | June 30, 2026 |
| Hudson Way Capital Management LLC | $1,121,622,378 | 18 | $62,312,354 | June 30, 2026 |
| Informed Momentum Co LLC | $1,122,341,988 | 268 | $4,187,843 | June 30, 2026 |
| PENN DAVIS MCFARLAND INC | $1,122,642,843 | 79 | $14,210,669 | June 30, 2026 |
| Atom Investors LP | $1,124,140,929 | 818 | $1,374,255 | June 30, 2026 |
| MV CAPITAL MANAGEMENT, INC. | $1,124,281,300 | 1,278 | $879,719 | June 30, 2026 |
| Knollwood Investment Advisory, LLC | $1,124,362,113 | 270 | $4,164,304 | June 30, 2026 |
| BFSG, LLC | $1,124,690,170 | 768 | $1,464,440 | June 30, 2026 |
| Great Lakes Retirement, Inc. | $1,126,254,101 | 216 | $5,214,139 | June 30, 2026 |
| VR Advisory Services Ltd | $1,127,357,376 | 43 | $26,217,613 | June 30, 2026 |
| Inscription Capital, LLC | $1,127,866,097 | 791 | $1,425,874 | June 30, 2026 |
| Global Strategic Investment Solutions, LLC | $1,128,240,667 | 151 | $7,471,792 | June 30, 2026 |
| AZZAD ASSET MANAGEMENT INC /ADV | $1,128,737,953 | 351 | $3,215,778 | June 30, 2026 |
| Bensler, LLC | $1,130,740,873 | 198 | $5,710,812 | June 30, 2026 |
| Tairen Capital Ltd | $1,132,050,564 | 44 | $25,728,422 | June 30, 2026 |
| Institute for Wealth Management, LLC. | $1,132,700,274 | 1,769 | $640,305 | June 30, 2026 |
| Quilter Plc | $1,133,291,437 | 131 | $8,651,080 | June 30, 2026 |
| Black Diamond Financial, LLC | $1,134,038,212 | 198 | $5,727,466 | June 30, 2026 |
| Pictet North America Advisors SA | $1,134,655,418 | 154 | $7,367,892 | June 30, 2026 |
| Telos Capital Management, Inc. | $1,134,766,297 | 201 | $5,645,603 | June 30, 2026 |
| Pekin Hardy Strauss, Inc. | $1,135,136,730 | 511 | $2,221,403 | June 30, 2026 |
| Wescott Financial Advisory Group, LLC | $1,135,557,060 | 200 | $5,677,785 | June 30, 2026 |
| Voya Financial Advisors, Inc. | $1,135,863,445 | 208 | $5,460,882 | June 30, 2026 |
| CONNABLE OFFICE INC | $1,135,867,747 | 231 | $4,917,176 | June 30, 2026 |
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