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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