Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Private Capital Management, LLC | $1,136,074,782 | 202 | $5,624,133 | June 30, 2026 |
| YCG, LLC | $1,136,308,300 | 41 | $27,714,837 | June 30, 2026 |
| EnCap Energy Capital Fund XI, L.P. | $1,138,563,364 | 3 | $379,521,121 | Dec. 31, 2025 Stale |
| High Ground Investment Management LLP | $1,138,693,084 | 7 | $162,670,441 | June 30, 2026 |
| Northside Capital Management, LLC | $1,138,823,112 | 193 | $5,900,638 | March 31, 2026 Previous quarter |
| Periscope Capital Inc. | $1,139,460,396 | 481 | $2,368,941 | June 30, 2026 |
| MOTCO | $1,139,957,569 | 840 | $1,357,092 | June 30, 2026 |
| Private Capital Advisors, Inc. | $1,141,144,780 | 76 | $15,015,063 | June 30, 2026 |
| Shellback Capital, LP | $1,141,708,367 | 89 | $12,828,184 | June 30, 2026 |
| McGuire Investment Group, LLC | $1,141,758,123 | 137 | $8,334,001 | June 30, 2026 |
| VISTA CAPITAL PARTNERS, INC. | $1,143,557,335 | 170 | $6,726,808 | June 30, 2026 |
| CARRET ASSET MANAGEMENT, LLC | $1,143,802,719 | 309 | $3,701,627 | June 30, 2026 |
| WS MANAGEMENT LLLP | $1,144,439,810 | 47 | $24,349,783 | June 30, 2026 |
| Gleason Group, Inc. | $1,145,792,280 | 449 | $2,551,876 | June 30, 2026 |
| Discipline Wealth Solutions, LLC | $1,146,083,595 | 197 | $5,817,683 | June 30, 2026 |
| Eagle Ridge Investment Management | $1,146,255,300 | 148 | $7,744,968 | Dec. 31, 2024 Stale |
| Cascade Financial Partners, LLC | $1,147,480,364 | 279 | $4,112,833 | June 30, 2026 |
| HARTLINE INVESTMENT CORP/ | $1,147,948,482 | 115 | $9,982,161 | June 30, 2026 |
| 1607 Capital Partners, LLC | $1,148,372,219 | 141 | $8,144,484 | June 30, 2026 |
| Tanager Wealth Management LLP | $1,148,374,046 | 158 | $7,268,190 | June 30, 2026 |
| Focused Wealth Management, Inc | $1,149,993,240 | 266 | $4,323,283 | June 30, 2026 |
| MARTIN CURRIE LTD | $1,150,397,550 | 51 | $22,556,815 | June 30, 2025 Stale |
| Consolidated Investment Group LLC | $1,150,615,757 | 77 | $14,943,062 | June 30, 2026 |
| AWM Investment Company, Inc. | $1,152,283,034 | 106 | $10,870,595 | June 30, 2026 |
| MMCAP International Inc. SPC | $1,154,302,332 | 303 | $3,809,579 | June 30, 2026 |
| Apriem Advisors | $1,155,038,719 | 182 | $6,346,367 | June 30, 2026 |
| CONNORS INVESTOR SERVICES INC | $1,155,159,015 | 153 | $7,550,059 | June 30, 2026 |
| WGI DM, LLC | $1,155,807,513 | 7 | $165,115,359 | June 30, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | $1,156,394,005 | 599 | $1,930,541 | June 30, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | $1,156,505,018 | 232 | $4,984,935 | June 30, 2026 |
| Prescott Group Capital Management, L.L.C. | $1,156,713,415 | 292 | $3,961,347 | June 30, 2026 |
| Aurum Wealth Management Group, LLC | $1,156,968,358 | 405 | $2,856,712 | March 31, 2025 Stale |
| LVW Advisors, LLC | $1,157,386,169 | 462 | $2,505,165 | June 30, 2026 |
| Mayflower Financial Advisors, LLC | $1,157,752,547 | 499 | $2,320,145 | June 30, 2026 |
| Octavia Wealth Advisors, LLC | $1,158,457,624 | 231 | $5,014,968 | June 30, 2026 |
| TRUE Private Wealth Advisors | $1,158,857,474 | 283 | $4,094,903 | June 30, 2026 |
| TWO SIGMA SECURITIES, LLC | $1,159,454,589 | 1,668 | $695,117 | June 30, 2026 |
| Stadion Money Management, LLC | $1,160,036,481 | 27 | $42,964,314 | June 30, 2026 |
| Forge Financial Services LLC | $1,161,088,964 | 36 | $32,252,471 | June 30, 2026 |
| Coliseum Capital Management, LLC | $1,162,253,900 | 11 | $105,659,445 | June 30, 2026 |
| Estate Counselors, LLC | $1,163,568,925 | 92 | $12,647,488 | June 30, 2026 |
| Hiddenite Capital Partners LP | $1,164,187,995 | 38 | $30,636,526 | June 30, 2026 |
| MASTERINVEST Kapitalanlage GmbH | $1,164,329,621 | 300 | $3,881,099 | June 30, 2026 |
| PINKERTON WEALTH, LLC | $1,164,496,218 | 103 | $11,305,789 | June 30, 2026 |
| PFM Health Sciences, LP | $1,165,441,614 | 98 | $11,892,261 | June 30, 2026 |
| Verus Financial Partners, Inc. | $1,168,891,711 | 127 | $9,203,872 | June 30, 2026 |
| AMERICAN NATIONAL BANK & TRUST | $1,170,451,481 | 631 | $1,854,915 | June 30, 2026 |
| Crescent Grove Advisors, LLC | $1,171,232,909 | 298 | $3,930,312 | June 30, 2026 |
| Townsend & Associates, Inc | $1,173,718,812 | 115 | $10,206,251 | June 30, 2026 |
| WAYCROSS PARTNERS, LLC | $1,173,807,955 | 72 | $16,302,888 | June 30, 2026 |
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