Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Provident Living Financial Services, Inc. | $85,488,268 | 50 | $1,709,765 | June 30, 2026 |
| Elite Life Management LLC | $85,420,419 | 61 | $1,400,335 | June 30, 2026 |
| Alpine Peaks Capital, LP | $85,368,388 | 20 | $4,268,419 | June 30, 2026 |
| Encap Energy Capital Fund VIII, L.P. | $84,861,996 | 2 | $42,430,998 | Dec. 31, 2025 Stale |
| FinDec Wealth Services, Inc. | $84,649,172 | 32 | $2,645,287 | June 30, 2026 |
| Applied Fundamental Research, LLC | $84,529,023 | 10 | $8,452,902 | June 30, 2026 |
| NASPERS LTD | $84,358,894 | 2 | $42,179,447 | June 30, 2026 |
| Private Harbour Investment Management & Counsel, LLC | $84,294,701 | 36 | $2,341,519 | June 30, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | $84,226,401 | 1,987 | $42,389 | June 30, 2026 |
| Alpha Omega Group, Inc. | $84,121,547 | 21 | $4,005,788 | March 31, 2025 Stale |
| Ground Swell Capital, LLC | $84,038,862 | 145 | $579,578 | June 30, 2026 |
| Riverview Trust Co | $83,937,434 | 166 | $505,647 | June 30, 2026 |
| Triveni Capital Investments LP | $83,842,923 | 15 | $5,589,528 | June 30, 2026 |
| Centennial Advisors, LLC | $83,828,773 | 76 | $1,103,010 | June 30, 2026 |
| Vesey Street Capital Partners, L.L.C. | $83,532,231 | 1 | $83,532,231 | June 30, 2026 |
| North Ground Capital | $83,350,777 | 33 | $2,525,781 | June 30, 2026 |
| L.M. KOHN & COMPANY | $83,193,764 | 121 | $687,552 | Sept. 30, 2025 Stale |
| Virginia Estate & Retirement Planning Advisors Inc. | $83,043,877 | 186 | $446,472 | June 30, 2026 |
| STONEBRIDGE ADVISORS LLC | $83,036,321 | 3 | $27,678,774 | June 30, 2026 |
| Hauser Brothers GmbH | $83,035,985 | 4 | $20,758,996 | June 30, 2026 |
| John W. Brooker & Co., CPAs | $82,766,963 | 71 | $1,165,732 | June 30, 2026 |
| Fortress Financial Solutions, LLC | $82,556,584 | 56 | $1,474,225 | March 31, 2026 Previous quarter |
| Bryce Point Capital, LLC | $81,947,437 | 168 | $487,782 | Sept. 30, 2025 Stale |
| BRX Global LP | $81,927,266 | 3 | $27,309,089 | June 30, 2026 |
| MQS Management LLC | $81,880,703 | 253 | $323,639 | June 30, 2026 |
| NEW VERNON INVESTMENT MANAGEMENT LLC | $81,656,117 | 37 | $2,206,922 | June 30, 2026 |
| Lotus Technology Management, LP | $81,494,581 | 78 | $1,044,802 | June 30, 2026 |
| Community Financial Services Group, LLC | $81,443,220 | 532 | $153,089 | June 30, 2026 |
| Charis Legacy Partners, LLC | $81,328,217 | 28 | $2,904,579 | June 30, 2026 |
| MWG Management Ltd. | $81,319,135 | 3 | $27,106,378 | Sept. 30, 2025 Stale |
| Blue Creek Capital Management Ltd | $81,290,130 | 5 | $16,258,026 | Sept. 30, 2025 Stale |
| ROBERT WOOD JOHNSON FOUNDATION | $81,044,116 | 2 | $40,522,058 | June 30, 2026 |
| Ridgeback Capital Investments L.P. | $80,928,962 | 1 | $80,928,962 | June 30, 2026 |
| ProCore Advisors, LLC | $80,705,993 | 84 | $960,786 | June 30, 2026 |
| Truxt Investmentos Ltda. | $80,387,786 | 17 | $4,728,693 | June 30, 2026 |
| AMH Equity Ltd | $80,299,805 | 54 | $1,487,033 | Sept. 30, 2025 Stale |
| BARDIN HILL MANAGEMENT PARTNERS LP | $80,286,694 | 6 | $13,381,116 | Sept. 30, 2025 Stale |
| Avory & Company, LLC | $80,032,445 | 32 | $2,501,014 | June 30, 2026 |
| Capital Advisor Network LLC | $79,904,074 | 183 | $436,634 | June 30, 2026 |
| Quaero Capital S.A. | $79,803,582 | 65 | $1,227,747 | June 30, 2025 Stale |
| General Motors Holdings LLC | $79,801,293 | 4 | $19,950,323 | June 30, 2026 |
| WestBridge Capital Management, LLC | $79,509,399 | 1 | $79,509,399 | June 30, 2026 |
| Angel Oak Capital Advisors, LLC | $79,272,639 | 30 | $2,642,421 | June 30, 2026 |
| ATW SPAC MANAGEMENT LLC | $79,232,371 | 152 | $521,266 | Sept. 30, 2025 Stale |
| Carnegie Mellon University | $78,931,095 | 5 | $15,786,219 | June 30, 2026 |
| KPCB DGF II Associates, LLC | $78,595,262 | 3 | $26,198,421 | Sept. 30, 2025 Stale |
| LITTLEJOHN & CO LLC | $78,592,212 | 10 | $7,859,221 | June 30, 2026 |
| Data Collective IV GP, LLC | $78,552,270 | 4 | $19,638,068 | June 30, 2026 |
| HTLF Bank | $78,206,570 | 217 | $360,399 | Dec. 31, 2024 Stale |
| Yoffe Investment Management, LLC | $78,050,623 | 111 | $703,159 | March 31, 2026 Previous quarter |
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