Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | $128,464,840 | 60 | $2,141,081 | June 30, 2026 |
| TenCore Partners, LP | $128,417,568 | 15 | $8,561,171 | June 30, 2026 |
| Safe Harbor Fiduciary, LLC | $128,385,319 | 61 | $2,104,677 | June 30, 2026 |
| TT Capital Management LLC | $128,355,298 | 77 | $1,666,952 | June 30, 2026 |
| Kennon-Green & Company, LLC | $128,250,565 | 41 | $3,128,063 | June 30, 2026 |
| Journey Beyond Wealth, LLC | $128,057,655 | 30 | $4,268,589 | June 30, 2026 |
| CDKV HOLDINGS LLC | $127,975,596 | 276 | $463,680 | June 30, 2026 |
| Brooklands Fund Management Ltd | $127,919,830 | 43 | $2,974,880 | June 30, 2026 |
| Makaira Partners LLC | $127,897,188 | 11 | $11,627,017 | Dec. 31, 2025 Stale |
| C2C Wealth Management, LLC | $127,637,870 | 95 | $1,343,557 | June 30, 2026 |
| Parametrica Management Ltd | $127,599,194 | 20 | $6,379,960 | June 30, 2026 |
| New York University | $127,549,411 | 1 | $127,549,411 | June 30, 2026 |
| Financial Concepts Unlimited, Inc. | $127,539,562 | 44 | $2,898,626 | June 30, 2026 |
| Risk Paradigm Group, LLC | $127,509,611 | 57 | $2,237,011 | June 30, 2026 |
| Osbon Capital Management LLC | $127,494,144 | 426 | $299,282 | June 30, 2026 |
| Parvin Asset Management, LLC | $127,470,578 | 320 | $398,346 | June 30, 2026 |
| FARLEY CAPITAL L.P. | $127,397,379 | 15 | $8,493,159 | June 30, 2026 |
| KIDS CAPITAL MANAGEMENT, L.P. | $127,389,007 | 12 | $10,615,751 | June 30, 2026 |
| M Wealth Management, LLC | $127,334,436 | 57 | $2,233,937 | June 30, 2026 |
| Alta Partners Management Company, L.P. | $127,316,249 | 2 | $63,658,125 | June 30, 2026 |
| Fairman Group, LLC | $127,299,292 | 332 | $383,432 | June 30, 2026 |
| Dauntless Investment Group, LLC | $127,280,360 | 73 | $1,743,567 | June 30, 2026 |
| Roger Wittlin Investment Advisory, LLC | $127,277,705 | 43 | $2,959,947 | June 30, 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | $127,269,842 | 65 | $1,957,998 | June 30, 2026 |
| Canaan Partners XI LLC | $127,268,001 | 3 | $42,422,667 | June 30, 2026 |
| Smith Asset Management Co., LLC | $127,111,204 | 70 | $1,815,874 | June 30, 2026 |
| NWM ADVISORS, LLC | $126,975,569 | 23 | $5,520,677 | June 30, 2026 |
| Topor & Co. Korea | $126,854,335 | 19 | $6,676,544 | June 30, 2026 |
| North Horizon Holdings Inc. | $126,782,877 | 1 | $126,782,877 | June 30, 2026 |
| MILFAM LLC | $126,776,962 | 12 | $10,564,747 | June 30, 2026 |
| Leo H. Evart, Inc. | $126,630,892 | 295 | $429,257 | June 30, 2026 |
| PRAGMA GESTAO DE PATRIMONIO LTD | $126,562,901 | 16 | $7,910,181 | June 30, 2026 |
| Frankly Finances, LLC | $126,514,643 | 90 | $1,405,718 | June 30, 2026 |
| Virtus Family Office LLC | $126,490,503 | 62 | $2,040,169 | June 30, 2026 |
| Roxbury Financial LLC | $126,472,952 | 410 | $308,471 | June 30, 2026 |
| Lubar & Co., Inc | $126,428,057 | 3 | $42,142,686 | June 30, 2026 |
| Notis-McConarty Edward | $126,413,490 | 67 | $1,886,769 | June 30, 2026 |
| York GP, Ltd. | $126,348,894 | 3 | $42,116,298 | June 30, 2026 |
| DRH Investments, Inc. | $126,328,856 | 20 | $6,316,443 | June 30, 2026 |
| University of Wisconsin Foundation | $126,299,395 | 9 | $14,033,266 | June 30, 2026 |
| MeadowBrook Investment Advisors LLC | $126,169,113 | 196 | $643,720 | June 30, 2026 |
| DECADE RENEWABLE PARTNERS LP | $125,982,523 | 27 | $4,666,019 | June 30, 2025 Stale |
| Uptown Financial Advisors LLC | $125,891,641 | 76 | $1,656,469 | March 31, 2026 Previous quarter |
| Tenere Capital LLC | $125,887,463 | 23 | $5,473,368 | June 30, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | $125,864,799 | 62 | $2,030,077 | June 30, 2026 |
| Midway Capital Research & Management | $125,816,800 | 114 | $1,103,656 | June 30, 2026 |
| Clio Asset Management LLC | $125,787,268 | 15 | $8,385,818 | June 30, 2026 |
| Smith Partners Wealth Management, LLC | $125,782,587 | 73 | $1,723,049 | June 30, 2026 |
| Heights Point Management, LP | $125,704,361 | 21 | $5,985,922 | June 30, 2026 |
| W ADVISORS, LLC | $125,626,632 | 153 | $821,089 | June 30, 2026 |
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