Institutional Investors

Institution Portfolio value Positions Avg position As of
Stonehage Fleming Financial Services Holdings Ltd $2,761,293,705 215 $12,843,227 June 30, 2026
Capital Asset Advisory Services LLC $2,763,166,407 375 $7,368,444 June 30, 2026
James Hambro & Partners LLP $2,763,843,473 68 $40,644,757 June 30, 2026
Stratos Investment Management, LLC $2,766,370,786 382 $7,241,808 June 30, 2026
Burkehill Global Management, LP $2,769,617,140 173 $16,009,348 June 30, 2026
Consulta Ltd $2,771,738,728 15 $184,782,582 June 30, 2026
HOWLAND CAPITAL MANAGEMENT LLC $2,772,543,724 278 $9,973,179 June 30, 2026
ST GERMAIN D J CO INC $2,779,076,024 914 $3,040,565 June 30, 2026
SECURIAN ASSET MANAGEMENT, INC $2,782,786,685 926 $3,005,169 June 30, 2026
Proficio Capital Partners LLC $2,786,023,691 691 $4,031,872 June 30, 2026
Elm Partners Management LLC $2,786,505,664 161 $17,307,489 June 30, 2026
Laird Norton Wetherby Trust Company, LLC $2,787,044,294 1,017 $2,740,457 June 30, 2026
MCF Advisors LLC $2,787,171,231 1,403 $1,986,580 June 30, 2026
PITTENGER & ANDERSON INC $2,793,843,070 507 $5,510,539 June 30, 2026
H&F Corporate Investors X, Ltd. $2,795,283,417 1 $2,795,283,417 June 30, 2026
Finepoint Capital LP $2,798,914,992 9 $310,990,555 June 30, 2026
Granahan Investment Management, LLC $2,806,359,268 150 $18,709,062 June 30, 2026
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC $2,810,642,992 44 $63,878,250 June 30, 2026
Encompass Capital Advisors LLC $2,811,190,818 54 $52,059,089 June 30, 2026
Balentine LLC $2,813,732,367 243 $11,579,146 June 30, 2026
Krane Funds Advisors LLC $2,820,597,251 185 $15,246,472 June 30, 2026
BURNEY CO/ $2,821,740,852 605 $4,664,034 June 30, 2026
Dorsal Capital Management, LP $2,824,404,988 24 $117,683,541 June 30, 2026
Ruffer LLP $2,828,353,027 187 $15,124,882 June 30, 2026
Westwood Global Investments, LLC $2,829,663,346 11 $257,242,122 June 30, 2026
DUFF & PHELPS INVESTMENT MANAGEMENT CO $2,832,111,825 162 $17,482,172 June 30, 2026
BLI - Banque de Luxembourg Investments $2,834,042,126 195 $14,533,549 June 30, 2026
Dragoneer Investment Group, LLC $2,834,424,427 12 $236,202,036 June 30, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP $2,834,679,540 186 $15,240,213 June 30, 2026
HighPoint Advisor Group LLC $2,837,842,820 691 $4,106,864 June 30, 2026
One Rock Capital Partners, LLC $2,840,192,099 1 $2,840,192,099 June 30, 2026
Silvant Capital Management LLC $2,841,351,777 385 $7,380,134 June 30, 2026
Ancora Advisors LLC $2,845,186,213 2,077 $1,369,854 June 30, 2026
EMERALD MUTUAL FUND ADVISERS TRUST $2,845,668,516 197 $14,445,018 June 30, 2026
Hardman Johnston Global Advisors LLC $2,850,046,269 77 $37,013,588 June 30, 2026
Saudi Electronic Games Holding Co $2,853,441,706 1 $2,853,441,706 June 30, 2026
IFG Advisory, LLC $2,854,649,697 2,363 $1,208,062 June 30, 2026
Canada Post Corp Registered Pension Plan $2,867,167,804 492 $5,827,577 June 30, 2026
Aviso Financial Inc. $2,876,035,348 273 $10,534,928 June 30, 2026
POTOMAC FUND MANAGEMENT INC /ADV $2,877,825,028 105 $27,407,857 March 31, 2026 Previous quarter
First National Trust Co $2,878,618,387 382 $7,535,650 June 30, 2026
MEYER HANDELMAN CO $2,880,037,435 274 $10,511,086 June 30, 2026
Waldron Private Wealth LLC $2,888,159,976 350 $8,251,886 June 30, 2026
JB Capital LLC $2,888,529,112 280 $10,316,175 June 30, 2026
71 West Capital Partners $2,892,439,006 382 $7,571,830 June 30, 2026
Leonteq Securities AG $2,894,283,076 1,271 $2,277,170 June 30, 2026
Soleus Capital Management, L.P. $2,901,979,696 97 $29,917,316 June 30, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC $2,903,762,086 669 $4,340,452 June 30, 2026
GENERAL ATLANTIC, L.P. $2,906,996,055 12 $242,249,671 June 30, 2026
Aquatic Capital Management LLC $2,911,977,355 1,217 $2,392,750 June 30, 2026
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