Institutional Investors

Institution Portfolio value Positions Avg position As of
ABRAMS BISON INVESTMENTS, LLC $2,048,596,332 11 $186,236,030 June 30, 2026
Rock Springs Capital Management LP $2,048,808,191 104 $19,700,079 June 30, 2026
Capstone Financial Advisors, Inc. $2,052,762,844 192 $10,691,473 June 30, 2026
Merit Financial Group, LLC $2,053,906,246 2,360 $870,299 June 30, 2026
Y.D. More Investments Ltd $2,054,082,648 510 $4,027,613 June 30, 2026
RICE HALL JAMES & ASSOCIATES, LLC $2,054,666,011 240 $8,561,108 June 30, 2026
EcoR1 Capital, LLC $2,056,733,459 33 $62,325,256 June 30, 2026
RGM Capital, LLC $2,059,751,283 17 $121,161,840 Dec. 31, 2025 Stale
DNCA FINANCE $2,063,905,644 118 $17,490,726 June 30, 2026
Diversified Enterprises, LLC $2,066,807,777 425 $4,863,077 June 30, 2026
OSTRUM ASSET MANAGEMENT $2,075,344,900 549 $3,780,228 June 30, 2026
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC $2,075,947,484 131 $15,846,927 June 30, 2026
CIDEL ASSET MANAGEMENT INC $2,078,026,530 480 $4,329,222 June 30, 2026
NAYA CAPITAL MANAGEMENT UK LTD $2,078,850,201 4 $519,712,550 June 30, 2026
Kovack Advisors, Inc. $2,080,324,432 1,070 $1,944,228 June 30, 2026
TruWealth Advisors, LLC $2,081,290,422 182 $11,435,662 March 31, 2026 Previous quarter
Irenic Capital Management LP $2,082,037,909 49 $42,490,570 June 30, 2026
COBBLESTONE CAPITAL ADVISORS LLC /NY/ $2,082,483,307 304 $6,850,274 Sept. 30, 2025 Stale
Aristotle Atlantic Partners, LLC $2,086,395,357 117 $17,832,439 June 30, 2026
SHANDA ASSET MANAGEMENT HOLDINGS Ltd $2,091,075,824 6 $348,512,637 June 30, 2026
OneAscent Financial Services LLC $2,091,368,827 605 $3,456,808 June 30, 2026
Greenwoods Asset Management Hong Kong Ltd. $2,091,572,901 21 $99,598,710 June 30, 2026
Index Venture Associates VI Ltd $2,091,642,756 3 $697,214,252 June 30, 2026
Resonant Capital Advisors, LLC $2,092,908,936 538 $3,890,165 June 30, 2026
Nextech Invest Ltd. $2,093,150,744 15 $139,543,383 June 30, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV $2,093,222,567 789 $2,653,007 June 30, 2026
Cerberus Capital Management, L.P. $2,095,686,798 12 $174,640,567 June 30, 2026
Shaolin Capital Management LLC $2,097,294,242 554 $3,785,730 June 30, 2026
Willis Investment Counsel $2,098,061,968 125 $16,784,496 June 30, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV $2,099,542,142 2,260 $929,001 June 30, 2026
GDS Wealth Management $2,101,725,430 232 $9,059,161 June 30, 2026
RIVERNORTH CAPITAL MANAGEMENT, LLC $2,103,360,300 585 $3,595,488 June 30, 2026
Generali Investments CEE, investicni spolecnost, a.s. $2,107,565,767 462 $4,561,831 June 30, 2026
Portman Square Capital LLP $2,110,303,518 94 $22,450,037 June 30, 2026
Arkadios Wealth Advisors $2,111,159,110 1,765 $1,196,124 June 30, 2026
Philosophy Capital Management LLC $2,116,039,573 46 $46,000,860 June 30, 2026
Main Street Research LLC $2,118,491,302 140 $15,132,081 June 30, 2026
Stairway Partners, LLC $2,122,285,239 18 $117,904,736 June 30, 2026
Cyndeo Wealth Partners, LLC $2,122,457,508 517 $4,105,334 June 30, 2026
GW HENSSLER & ASSOCIATES LTD $2,122,987,570 232 $9,150,808 March 31, 2026 Previous quarter
Caligan Partners LP $2,125,706,950 28 $75,918,105 June 30, 2026
MIDLAND WEALTH ADVISORS, LLC $2,127,956,094 160 $13,299,726 June 30, 2026
Gobi Capital LLC $2,131,303,339 13 $163,946,411 June 30, 2026
BBR PARTNERS, LLC $2,132,415,032 250 $8,529,660 June 30, 2026
Ninety One North America, Inc. $2,134,612,243 106 $20,137,851 June 30, 2026
FIRST HORIZON CORP $2,139,803,689 1,527 $1,401,312 June 30, 2026
S&G Foundation $2,145,167,083 21 $102,150,813 June 30, 2026
GREENWOOD GEARHART LLC $2,149,138,831 168 $12,792,493 June 30, 2026
Plante Moran Financial Advisors, LLC $2,149,815,757 1,589 $1,352,936 June 30, 2026
OVERSEA-CHINESE BANKING Corp Ltd $2,150,123,014 363 $5,923,204 June 30, 2026
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