Institutional Investors

Institution Portfolio value Positions Avg position As of
First Light Asset Management, LLC $1,645,275,411 31 $53,073,400 June 30, 2026
Aureus Asset Management, LLC $1,645,935,398 239 $6,886,759 June 30, 2026
Simmons Bank $1,646,714,509 369 $4,462,641 June 30, 2026
SILVER OAK SECURITIES, INCORPORATED $1,647,019,577 830 $1,984,361 June 30, 2026
MFF Capital Investments Ltd $1,648,166,833 19 $86,745,623 June 30, 2026
GILEAD SCIENCES, INC. $1,648,747,919 5 $329,749,584 June 30, 2026
Oriental Harbor Investment Master Fund $1,649,592,644 13 $126,891,742 June 30, 2026
SHAPIRO CAPITAL MANAGEMENT LLC $1,649,639,467 50 $32,992,789 June 30, 2026
FTB Advisors, Inc. $1,650,507,274 2,325 $709,896 June 30, 2025 Stale
Carnick & Kubik Group, LLC $1,651,234,199 242 $6,823,282 March 31, 2025 Stale
Gladius Capital Management LP $1,651,955,717 29 $56,963,990 June 30, 2026
American Assets Investment Management, LLC $1,651,964,545 146 $11,314,826 June 30, 2026
SFMG, LLC $1,652,260,157 344 $4,803,082 June 30, 2026
Beacon Capital Management, Inc. $1,652,900,368 131 $12,617,560 June 30, 2026
Strategic Investment Advisors / MI $1,652,952,013 398 $4,153,146 June 30, 2026
Ally Invest Advisors Inc. $1,656,131,193 75 $22,081,749 June 30, 2026
Pine Ridge Advisers LLC $1,657,375,081 42 $39,461,311 June 30, 2026
CAHABA WEALTH MANAGEMENT, INC. $1,657,931,506 158 $10,493,237 June 30, 2026
COMPASS CAPITAL MANAGEMENT, INC $1,658,554,673 91 $18,225,876 June 30, 2026
Icon Wealth Advisors, LLC $1,660,652,887 420 $3,953,935 June 30, 2026
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD $1,661,390,600 80 $20,767,383 June 30, 2026
No Street GP LP $1,664,367,794 32 $52,011,494 June 30, 2026
Angeles Investment Advisors, LLC $1,664,941,483 31 $53,707,790 June 30, 2026
Parvus Asset Management Europe Ltd $1,665,864,802 1 $1,665,864,802 March 31, 2025 Stale
Gateway Wealth Partners, LLC $1,667,963,457 751 $2,220,990 June 30, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ $1,668,782,335 1,629 $1,024,421 June 30, 2026
Global Alpha Capital Management Ltd. $1,669,050,115 48 $34,771,877 June 30, 2026
Kentucky Retirement Systems Insurance Trust Fund $1,670,117,010 495 $3,373,974 June 30, 2026
China Universal Asset Management Co., Ltd. $1,672,171,417 513 $3,259,593 June 30, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $1,673,620,662 2,355 $710,667 June 30, 2026
Invenomic Capital Management LP $1,674,265,247 116 $14,433,321 June 30, 2026
Clearline Capital LP $1,676,017,872 102 $16,431,548 June 30, 2026
Spear Holdings RSC Ltd $1,677,629,300 18 $93,201,628 June 30, 2026
Commodore Capital LP $1,678,964,770 33 $50,877,720 June 30, 2026
Pinnacle Wealth Management Advisory Group, LLC $1,679,637,474 572 $2,936,429 June 30, 2026
Jaffetilchin Investment Partners, LLC $1,680,506,581 461 $3,645,351 March 31, 2026 Previous quarter
Bain Capital Life Sciences Investors, LLC $1,682,021,456 21 $80,096,260 June 30, 2026
Anson Funds Management LP $1,684,298,459 173 $9,735,829 June 30, 2026
Maple Capital Management, Inc. $1,684,362,654 130 $12,956,636 June 30, 2026
Cornerstone Wealth Group, LLC $1,684,506,285 504 $3,342,274 June 30, 2026
Parcion Private Wealth LLC $1,685,604,444 529 $3,186,398 June 30, 2026
GENERAL AMERICAN INVESTORS CO INC $1,686,111,047 73 $23,097,412 June 30, 2026
Keystone Financial Group $1,686,490,183 567 $2,974,409 June 30, 2026
Boston Common Asset Management, LLC $1,686,970,267 186 $9,069,733 June 30, 2026
Keel Point, LLC $1,687,020,138 514 $3,282,140 June 30, 2026
BROWNING WEST LP $1,690,104,325 6 $281,684,054 June 30, 2026
Sienna Gestion $1,690,218,794 177 $9,549,259 June 30, 2026
TIAA TRUST, NATIONAL ASSOCIATION $1,691,162,052 344 $4,916,169 June 30, 2026
Triad Wealth Partners, LLC $1,695,864,364 558 $3,039,183 June 30, 2026
Galaxy Digital Inc. $1,696,133,437 72 $23,557,409 June 30, 2026
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