Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Lynrock Lake LP | $1,583,561,287 | 27 | $58,650,418 | June 30, 2026 |
| Falcon Wealth Planning | $1,583,980,657 | 248 | $6,387,019 | June 30, 2026 |
| Sunbelt Securities, Inc. | $1,584,099,760 | 2,954 | $536,256 | March 31, 2026 Previous quarter |
| PPSC Investment Service Corp | $1,584,927,143 | 8 | $198,115,893 | June 30, 2026 |
| Wealthquest Corp | $1,585,172,053 | 177 | $8,955,774 | June 30, 2026 |
| Cryder Capital Partners LLP | $1,586,818,459 | 10 | $158,681,846 | June 30, 2026 |
| FIRST AMERICAN TRUST, FSB | $1,587,419,123 | 307 | $5,170,746 | June 30, 2026 |
| NEA Management Company, LLC | $1,587,937,058 | 26 | $61,074,502 | June 30, 2026 |
| Asset Dedication, LLC | $1,588,936,646 | 1,242 | $1,279,337 | June 30, 2026 |
| Clarius Group, LLC | $1,592,304,846 | 482 | $3,303,537 | March 31, 2025 Stale |
| Devon Energy Corp/DE | $1,592,728,380 | 2 | $796,364,190 | June 30, 2026 |
| Beaird Harris Wealth Management, LLC | $1,595,594,931 | 707 | $2,256,853 | June 30, 2026 |
| ALPINE ASSOCIATES MANAGEMENT INC. | $1,597,653,628 | 66 | $24,206,873 | June 30, 2026 |
| IMA Advisory Services, Inc. | $1,598,939,535 | 1,393 | $1,147,839 | June 30, 2026 |
| Investure, LLC | $1,600,323,418 | 17 | $94,136,672 | June 30, 2026 |
| Good Life Advisors, LLC | $1,600,447,472 | 501 | $3,194,506 | June 30, 2025 Stale |
| DDD Partners, LLC | $1,602,147,541 | 165 | $9,709,985 | June 30, 2026 |
| Quintet Private Bank (Europe) S.A. | $1,603,733,831 | 196 | $8,182,315 | June 30, 2026 |
| Trust Asset Management LLC | $1,605,118,944 | 229 | $7,009,253 | June 30, 2026 |
| BTG Pactual Asset Management US LLC | $1,609,264,639 | 461 | $3,490,813 | June 30, 2026 |
| RMR Wealth Builders | $1,610,319,666 | 316 | $5,095,948 | June 30, 2026 |
| Sound View Wealth Advisors Group, LLC | $1,610,856,906 | 440 | $3,661,038 | June 30, 2026 |
| Recurrent Investment Advisors LLC | $1,610,959,816 | 71 | $22,689,575 | June 30, 2026 |
| Strategic Wealth Partners, Ltd. | $1,615,808,184 | 1,461 | $1,105,960 | June 30, 2026 |
| Coastal Bridge Advisors, LLC | $1,616,998,987 | 471 | $3,433,119 | June 30, 2026 |
| Capital Investment Advisory Services, LLC | $1,620,406,732 | 1,301 | $1,245,509 | June 30, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | $1,620,718,955 | 466 | $3,477,938 | June 30, 2026 |
| Morningstar Investment Management LLC | $1,621,688,630 | 317 | $5,115,737 | June 30, 2026 |
| Clear Harbor Asset Management, LLC | $1,622,306,327 | 450 | $3,605,125 | June 30, 2026 |
| Strategy Capital LLC | $1,622,734,177 | 11 | $147,521,289 | June 30, 2026 |
| Avalon Trust Co | $1,625,411,823 | 462 | $3,518,207 | June 30, 2026 |
| Sage Mountain Advisors LLC | $1,625,984,513 | 304 | $5,348,633 | June 30, 2026 |
| Quent Capital, LLC | $1,627,972,079 | 1,652 | $985,455 | June 30, 2026 |
| LYELL WEALTH MANAGEMENT, LP | $1,629,682,361 | 232 | $7,024,493 | June 30, 2026 |
| CORDA Investment Management, LLC. | $1,629,967,141 | 85 | $19,176,084 | June 30, 2026 |
| Atalan Capital Partners, LP | $1,630,164,711 | 9 | $181,129,412 | June 30, 2026 |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | $1,630,355,272 | 168 | $9,704,496 | June 30, 2026 |
| Kopernik Global Investors, LLC | $1,632,202,061 | 30 | $54,406,735 | June 30, 2026 |
| MONECO ADVISORS, LLC | $1,634,452,454 | 595 | $2,746,979 | June 30, 2026 |
| Howard Capital Management Group, LLC | $1,635,313,878 | 150 | $10,902,093 | June 30, 2026 |
| Tradition Wealth Management, LLC | $1,635,385,519 | 559 | $2,925,555 | June 30, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | $1,635,990,580 | 1,003 | $1,631,097 | June 30, 2026 |
| Private Advisory Group LLC | $1,637,652,368 | 296 | $5,532,609 | June 30, 2026 |
| Opti Capital Management, LP | $1,638,535,977 | 46 | $35,620,347 | June 30, 2026 |
| FIRST MERCHANTS CORP | $1,639,629,312 | 361 | $4,541,909 | June 30, 2026 |
| MPM BIOIMPACT LLC | $1,639,957,110 | 37 | $44,323,165 | June 30, 2026 |
| Generate Investment Management Ltd | $1,640,057,387 | 90 | $18,222,860 | June 30, 2026 |
| Lutz Financial Services LLC | $1,642,144,374 | 112 | $14,662,003 | June 30, 2026 |
| Triodos Investment Management BV | $1,642,145,295 | 50 | $32,842,906 | June 30, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | $1,642,423,477 | 985 | $1,667,435 | June 30, 2026 |
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