Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| POM Investment Strategies, LLC | $88,255,364 | 350 | $252,158 | June 30, 2026 |
| American National Bank of Texas | $88,524,062 | 56 | $1,580,787 | June 30, 2026 |
| Stone House Capital Management, LLC | $88,536,053 | 3 | $29,512,018 | June 30, 2026 |
| ENGINE NO. 1 LLC | $88,588,027 | 6 | $14,764,671 | Sept. 30, 2025 Stale |
| Signify Wealth | $88,596,920 | 26 | $3,407,574 | Dec. 31, 2024 Stale |
| Variant Private Wealth, LLC | $88,927,313 | 42 | $2,117,317 | June 30, 2026 |
| ORG Partners LLC | $88,965,394 | 1,708 | $52,087 | Dec. 31, 2025 Stale |
| Mayar Capital Ltd. | $89,141,623 | 16 | $5,571,351 | June 30, 2026 |
| KERR FINANCIAL PLANNING Corp | $89,323,361 | 545 | $163,896 | June 30, 2026 |
| Audent Global Asset Management, LLC | $89,555,040 | 46 | $1,946,849 | June 30, 2026 |
| Stenham Asset Management (UK) Plc | $89,765,516 | 16 | $5,610,345 | Dec. 31, 2025 Stale |
| Accel Growth Fund V Associates L.L.C. | $89,767,449 | 2 | $44,883,725 | June 30, 2026 |
| Roberts Capital Advisors, LLC | $89,884,654 | 63 | $1,426,741 | Sept. 30, 2025 Stale |
| Holland Advisory Services, Inc. | $90,539,676 | 49 | $1,847,748 | June 30, 2026 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | $90,622,597 | 76 | $1,192,403 | June 30, 2026 |
| Triad Investment Management | $90,689,095 | 34 | $2,667,326 | June 30, 2026 |
| MLP3, LLC | $90,711,826 | 86 | $1,054,789 | March 31, 2026 Previous quarter |
| Connecticut Capital Management Group, LLC | $90,766,755 | 129 | $703,618 | June 30, 2026 |
| Adelphi Trust Co | $90,895,643 | 114 | $797,330 | June 30, 2026 |
| August Group Capital Ltd | $91,006,394 | 95 | $957,962 | June 30, 2026 |
| Genesis Investment Management, LLP | $91,077,851 | 14 | $6,505,561 | Dec. 31, 2024 Stale |
| First National Bank of Hutchinson | $91,140,601 | 90 | $1,012,673 | June 30, 2026 |
| RIVULET CAPITAL, LLC | $91,186,676 | 3 | $30,395,559 | Dec. 31, 2025 Stale |
| Sunstone Asset Management, LP | $91,233,233 | 57 | $1,600,583 | June 30, 2026 |
| Community Bank of Raymore | $91,281,164 | 76 | $1,201,068 | June 30, 2026 |
| Wiser Advisor Group LLC | $91,334,611 | 229 | $398,841 | June 30, 2026 |
| Atlas Wealth Partners, LLC | $91,554,377 | 64 | $1,430,537 | June 30, 2026 |
| Crystal Cove Asset Management, LLC | $91,671,651 | 20 | $4,583,583 | June 30, 2026 |
| Point Break Capital Management, LLC | $91,739,925 | 20 | $4,586,996 | June 30, 2026 |
| Prism Planning Partners LLC | $91,868,562 | 35 | $2,624,816 | June 30, 2026 |
| AXA S.A. | $91,884,605 | 46 | $1,997,491 | June 30, 2026 |
| Ventas, Inc. | $91,930,210 | 1 | $91,930,210 | June 30, 2026 |
| Forefront Analytics, LLC | $92,024,915 | 37 | $2,487,160 | June 30, 2026 |
| GARRISON BRADFORD & ASSOCIATES INC | $92,168,787 | 35 | $2,633,394 | June 30, 2026 |
| Hyundai Investments Co., Ltd. | $92,311,041 | 72 | $1,282,098 | June 30, 2026 |
| DB&C Advisors, LLC | $92,352,655 | 76 | $1,215,167 | June 30, 2026 |
| Significant Wealth Partners LLC | $92,356,861 | 116 | $796,180 | June 30, 2026 |
| Deuterium Capital Management, LLC | $92,392,730 | 24 | $3,849,697 | June 30, 2026 |
| Jackson Brooke LLC | $92,395,080 | 1 | $92,395,080 | June 30, 2026 |
| DAVIDSON TRUST CO | $92,509,904 | 190 | $486,894 | June 30, 2026 |
| Aflac Inc | $92,629,035 | 4 | $23,157,259 | June 30, 2026 |
| SUMMITPOINT CAPITAL MANAGEMENT | $92,752,291 | 39 | $2,378,264 | June 30, 2026 |
| Meadowbrook Wealth Management, LLC | $92,858,772 | 81 | $1,146,405 | June 30, 2026 |
| Covey Capital Advisors, LLC | $92,912,141 | 42 | $2,212,194 | June 30, 2025 Stale |
| Sonoma Private Wealth LLC | $93,104,706 | 72 | $1,293,121 | June 30, 2026 |
| PICTET BANK & TRUST Ltd | $93,270,244 | 38 | $2,454,480 | June 30, 2026 |
| Square Wave Partners, L.P. | $93,446,005 | 8 | $11,680,751 | March 31, 2025 Stale |
| MENDON CAPITAL ADVISORS CORP | $93,470,762 | 46 | $2,031,973 | June 30, 2026 |
| WD Thunder CV Ultimate GP LLC | $93,534,564 | 1 | $93,534,564 | June 30, 2026 |
| UCLA Foundation | $93,620,070 | 1 | $93,620,070 | March 31, 2025 Stale |
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