Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| First Beijing Investment Ltd | $2,443,833,590 | 11 | $222,166,690 | June 30, 2026 |
| Obermeyer Wealth Partners | $2,444,547,574 | 302 | $8,094,528 | June 30, 2026 |
| Northeast Financial Consultants Inc | $2,445,968,379 | 299 | $8,180,496 | June 30, 2025 Stale |
| DAVIDSON INVESTMENT ADVISORS | $2,446,542,556 | 123 | $19,890,590 | June 30, 2026 |
| Port Capital LLC | $2,450,159,167 | 108 | $22,686,659 | June 30, 2026 |
| Smith Group Asset Management, LLC | $2,456,005,052 | 166 | $14,795,211 | June 30, 2026 |
| SAX WEALTH ADVISORS, LLC | $2,458,936,713 | 537 | $4,579,026 | June 30, 2026 |
| Marathon Asset Management Ltd | $2,461,778,316 | 74 | $33,267,275 | June 30, 2026 |
| North Dakota State Investment Board | $2,462,216,824 | 826 | $2,980,892 | June 30, 2026 |
| RENAISSANCE GROUP LLC | $2,462,682,729 | 234 | $10,524,285 | June 30, 2026 |
| Csenge Advisory Group | $2,465,266,970 | 764 | $3,226,789 | June 30, 2026 |
| Birch Hill Investment Advisors LLC | $2,469,138,559 | 211 | $11,702,078 | June 30, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | $2,470,411,539 | 995 | $2,482,826 | June 30, 2026 |
| SIMON QUICK ADVISORS, LLC | $2,475,481,564 | 421 | $5,880,004 | June 30, 2026 |
| Valiant Capital Management, L.P. | $2,477,469,291 | 29 | $85,429,976 | June 30, 2026 |
| StoneX Group Inc. | $2,481,291,772 | 1,464 | $1,694,871 | June 30, 2026 |
| HRTG GPE, LLC | $2,481,323,030 | 6 | $413,553,838 | June 30, 2026 |
| SEVEN GRAND MANAGERS, LLC | $2,483,701,843 | 176 | $14,111,942 | June 30, 2026 |
| SOFI WEALTH, LLC | $2,484,904,438 | 52 | $47,786,624 | June 30, 2026 |
| Route One Investment Company, L.P. | $2,490,361,555 | 20 | $124,518,078 | June 30, 2026 |
| QVR LLC | $2,490,605,649 | 155 | $16,068,424 | March 31, 2026 Previous quarter |
| Delta Accumulation, LLC | $2,501,050,429 | 156 | $16,032,375 | June 30, 2026 |
| Electron Capital Partners, LLC | $2,504,858,962 | 46 | $54,453,456 | June 30, 2026 |
| DeepCurrents Investment Group LLC | $2,509,723,466 | 143 | $17,550,514 | June 30, 2026 |
| Entropy Technologies, LP | $2,509,971,612 | 929 | $2,701,799 | June 30, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $2,511,944,578 | 111 | $22,630,131 | June 30, 2026 |
| Nippon Life Global Investors Americas, Inc. | $2,514,286,853 | 101 | $24,893,929 | June 30, 2026 |
| Luxor Capital Group, LP | $2,518,187,696 | 52 | $48,426,686 | June 30, 2026 |
| Index Fund Advisors, Inc. | $2,518,731,562 | 135 | $18,657,271 | June 30, 2026 |
| Kodai Capital Management LP | $2,527,679,717 | 145 | $17,432,274 | March 31, 2025 Stale |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | $2,527,788,556 | 117 | $21,605,030 | June 30, 2026 |
| Integral Health Asset Management, LLC | $2,531,730,300 | 92 | $27,518,808 | June 30, 2026 |
| TRUST CO OF VERMONT | $2,532,125,445 | 1,154 | $2,194,216 | June 30, 2026 |
| Visionary Wealth Advisors | $2,532,771,602 | 666 | $3,802,960 | June 30, 2026 |
| Pine Valley Investments Ltd Liability Co | $2,533,006,071 | 610 | $4,152,469 | June 30, 2026 |
| Gallagher Fiduciary Advisors, LLC | $2,533,435,466 | 356 | $7,116,392 | June 30, 2026 |
| Acropolis Investment Management, LLC | $2,535,024,566 | 384 | $6,601,626 | June 30, 2026 |
| Quantbot Technologies LP | $2,535,243,471 | 1,893 | $1,339,273 | June 30, 2026 |
| WESBANCO BANK INC | $2,536,408,424 | 676 | $3,752,083 | June 30, 2026 |
| Sageworth Trust Co | $2,538,129,720 | 127 | $19,985,273 | June 30, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | $2,542,668,697 | 372 | $6,835,131 | June 30, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | $2,548,293,798 | 270 | $9,438,125 | June 30, 2026 |
| CAPITAL COUNSEL LLC/NY | $2,558,372,365 | 58 | $44,109,868 | June 30, 2026 |
| TURTLE CREEK ASSET MANAGEMENT INC. | $2,560,015,861 | 38 | $67,368,838 | June 30, 2026 |
| Trilogy Capital Inc. | $2,565,357,790 | 404 | $6,349,896 | June 30, 2026 |
| STALEY CAPITAL ADVISERS INC | $2,565,873,015 | 193 | $13,294,679 | June 30, 2026 |
| CSS LLC/IL | $2,568,508,626 | 1,001 | $2,565,943 | June 30, 2026 |
| Moors & Cabot, Inc. | $2,571,834,087 | 961 | $2,676,206 | June 30, 2026 |
| ECLIPSE OPERATIONS, LLC | $2,573,828,463 | 2 | $1,286,914,232 | June 30, 2026 |
| Root Financial Partners, LLC | $2,573,862,870 | 410 | $6,277,714 | June 30, 2026 |
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