Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Purpose Unlimited Inc. | $2,396,228,138 | 603 | $3,973,844 | June 30, 2026 |
| Forest Avenue Capital Management LP | $2,380,993,836 | 24 | $99,208,077 | June 30, 2026 |
| MASSACHUSETTS MUTUAL LIFE INSURANCE CO | $2,378,984,911 | 2 | $1,189,492,456 | June 30, 2026 |
| Azora Capital LP | $2,373,566,834 | 47 | $50,501,422 | June 30, 2026 |
| Lombard Odier Asset Management (Europe) Ltd | $2,371,981,091 | 213 | $11,136,061 | June 30, 2026 |
| MONTAG A & ASSOCIATES INC | $2,368,711,186 | 956 | $2,477,731 | June 30, 2026 |
| New Age Alpha Advisors, LLC | $2,365,381,383 | 927 | $2,551,652 | June 30, 2026 |
| Florida Trust Wealth Management Co | $2,365,379,958 | 461 | $5,130,976 | June 30, 2026 |
| BNDES Participacoes S.A. | $2,361,565,241 | 1 | $2,361,565,241 | June 30, 2026 |
| GREENOAKS LLC | $2,356,875,969 | 10 | $235,687,597 | June 30, 2026 |
| OAKTOP CAPITAL MANAGEMENT II, L.P. | $2,350,079,924 | 14 | $167,862,852 | June 30, 2026 |
| Bowie Capital Management, LLC | $2,350,038,828 | 37 | $63,514,563 | June 30, 2026 |
| Klingman & Associates, LLC | $2,348,829,918 | 350 | $6,710,943 | June 30, 2026 |
| Advisory Services Network, LLC | $2,339,697,233 | 2,165 | $1,080,692 | June 30, 2026 |
| Heard Capital LLC | $2,336,468,543 | 21 | $111,260,407 | June 30, 2026 |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | $2,334,640,715 | 236 | $9,892,545 | June 30, 2026 |
| Cornerstone Wealth Management, LLC | $2,326,928,549 | 745 | $3,123,394 | June 30, 2026 |
| NS Partners Ltd | $2,326,282,307 | 77 | $30,211,459 | June 30, 2026 |
| Madison Avenue Partners, LP | $2,323,000,202 | 25 | $92,920,008 | June 30, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | $2,322,961,157 | 884 | $2,627,784 | June 30, 2026 |
| Logos Global Management LP | $2,322,922,487 | 68 | $34,160,625 | June 30, 2026 |
| Procyon Advisors, LLC | $2,317,837,302 | 588 | $3,941,900 | June 30, 2026 |
| Accredited Investors Inc. | $2,314,270,543 | 299 | $7,740,035 | June 30, 2026 |
| GCM Grosvenor Holdings, LLC | $2,312,775,820 | 24 | $96,365,659 | June 30, 2026 |
| Atria Wealth Solutions, Inc. | $2,312,606,764 | 1,462 | $1,581,810 | June 30, 2025 Stale |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | $2,312,129,217 | 735 | $3,145,754 | June 30, 2026 |
| TCI Wealth Advisors, Inc. | $2,311,366,805 | 266 | $8,689,349 | June 30, 2026 |
| Linscomb Wealth, Inc. | $2,307,577,047 | 311 | $7,419,862 | June 30, 2026 |
| Elser Financial Planning, Inc | $2,306,468,014 | 124 | $18,600,549 | June 30, 2026 |
| Compound Planning, Inc. | $2,305,439,254 | 1,260 | $1,829,714 | June 30, 2026 |
| CAMBIAR INVESTORS LLC | $2,304,001,350 | 150 | $15,360,009 | June 30, 2026 |
| Smith Salley Wealth Management | $2,301,794,369 | 275 | $8,370,161 | June 30, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | $2,296,007,234 | 294 | $7,809,548 | June 30, 2026 |
| SYON CAPITAL LLC | $2,295,561,119 | 950 | $2,416,380 | June 30, 2026 |
| Bryn Mawr Trust Advisors, LLC | $2,294,543,777 | 457 | $5,020,884 | June 30, 2026 |
| Goelzer Investment Management, Inc. | $2,294,524,384 | 314 | $7,307,402 | June 30, 2026 |
| ARES MANAGEMENT LLC | $2,294,299,657 | 44 | $52,143,174 | June 30, 2026 |
| Carlson Capital Management | $2,291,142,639 | 112 | $20,456,631 | Dec. 31, 2024 Stale |
| ARS Investment Partners, LLC | $2,288,959,492 | 181 | $12,646,185 | June 30, 2026 |
| AE Wealth Management LLC | $2,278,392,193 | 2,663 | $855,573 | June 30, 2026 |
| ICONIQ Capital, LLC | $2,277,282,792 | 76 | $29,964,247 | June 30, 2026 |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | $2,268,305,999 | 109 | $20,810,147 | June 30, 2026 |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | $2,265,315,317 | 10 | $226,531,532 | June 30, 2026 |
| TIG Advisors, LLC | $2,257,290,080 | 109 | $20,709,083 | June 30, 2026 |
| TEXAS PERMANENT SCHOOL FUND CORP | $2,255,890,135 | 15 | $150,392,676 | June 30, 2026 |
| LOWE BROCKENBROUGH & CO INC | $2,246,933,086 | 341 | $6,589,247 | June 30, 2026 |
| HEARTLAND ADVISORS INC | $2,245,916,098 | 244 | $9,204,574 | June 30, 2026 |
| Edge Capital Group, LLC | $2,243,634,209 | 332 | $6,757,934 | Dec. 31, 2024 Stale |
| 3EDGE Asset Management, LP | $2,241,809,264 | 94 | $23,849,035 | June 30, 2026 |
| Walgreens Boots Alliance, Inc. | $2,240,779,050 | 1 | $2,240,779,050 | June 30, 2025 Stale |
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