Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $2,103,360,300 | 585 | $3,595,488 | June 30, 2026 |
| GDS Wealth Management | $2,101,725,430 | 232 | $9,059,161 | June 30, 2026 |
| Strategic Financial Services, Inc. | $2,101,118,251 | 152 | $13,823,146 | March 31, 2026 Previous quarter |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $2,099,542,142 | 2,260 | $929,001 | June 30, 2026 |
| Willis Investment Counsel | $2,098,061,968 | 125 | $16,784,496 | June 30, 2026 |
| BERKLEY W R CORP | $2,097,316,550 | 342 | $6,132,505 | June 30, 2026 |
| Shaolin Capital Management LLC | $2,097,294,242 | 554 | $3,785,730 | June 30, 2026 |
| Cerberus Capital Management, L.P. | $2,095,686,798 | 12 | $174,640,567 | June 30, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $2,093,222,567 | 789 | $2,653,007 | June 30, 2026 |
| Nextech Invest Ltd. | $2,093,150,744 | 15 | $139,543,383 | June 30, 2026 |
| Resonant Capital Advisors, LLC | $2,092,908,936 | 538 | $3,890,165 | June 30, 2026 |
| Index Venture Associates VI Ltd | $2,091,642,756 | 3 | $697,214,252 | June 30, 2026 |
| Greenwoods Asset Management Hong Kong Ltd. | $2,091,572,901 | 21 | $99,598,710 | June 30, 2026 |
| OneAscent Financial Services LLC | $2,091,368,827 | 605 | $3,456,808 | June 30, 2026 |
| SHANDA ASSET MANAGEMENT HOLDINGS Ltd | $2,091,075,824 | 6 | $348,512,637 | June 30, 2026 |
| Aristotle Atlantic Partners, LLC | $2,086,395,357 | 117 | $17,832,439 | June 30, 2026 |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | $2,082,483,307 | 304 | $6,850,274 | Sept. 30, 2025 Stale |
| Irenic Capital Management LP | $2,082,037,909 | 49 | $42,490,570 | June 30, 2026 |
| TruWealth Advisors, LLC | $2,081,290,422 | 182 | $11,435,662 | March 31, 2026 Previous quarter |
| Kovack Advisors, Inc. | $2,080,324,432 | 1,070 | $1,944,228 | June 30, 2026 |
| NAYA CAPITAL MANAGEMENT UK LTD | $2,078,850,201 | 4 | $519,712,550 | June 30, 2026 |
| CIDEL ASSET MANAGEMENT INC | $2,078,026,530 | 480 | $4,329,222 | June 30, 2026 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | $2,075,947,484 | 131 | $15,846,927 | June 30, 2026 |
| OSTRUM ASSET MANAGEMENT | $2,075,344,900 | 549 | $3,780,228 | June 30, 2026 |
| Diversified Enterprises, LLC | $2,066,807,777 | 425 | $4,863,077 | June 30, 2026 |
| DNCA FINANCE | $2,063,905,644 | 118 | $17,490,726 | June 30, 2026 |
| RGM Capital, LLC | $2,059,751,283 | 17 | $121,161,840 | Dec. 31, 2025 Stale |
| EcoR1 Capital, LLC | $2,056,733,459 | 33 | $62,325,256 | June 30, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | $2,054,666,011 | 240 | $8,561,108 | June 30, 2026 |
| Y.D. More Investments Ltd | $2,054,082,648 | 510 | $4,027,613 | June 30, 2026 |
| Merit Financial Group, LLC | $2,053,906,246 | 2,360 | $870,299 | June 30, 2026 |
| Capstone Financial Advisors, Inc. | $2,052,762,844 | 192 | $10,691,473 | June 30, 2026 |
| Rock Springs Capital Management LP | $2,048,808,191 | 104 | $19,700,079 | June 30, 2026 |
| ABRAMS BISON INVESTMENTS, LLC | $2,048,596,332 | 11 | $186,236,030 | June 30, 2026 |
| Arvest Bank Trust Division | $2,045,309,208 | 240 | $8,522,122 | June 30, 2026 |
| Jacobi Capital Management LLC | $2,044,497,754 | 644 | $3,174,686 | June 30, 2026 |
| Point72 Europe (London) LLP | $2,044,019,760 | 727 | $2,811,582 | Sept. 30, 2025 Stale |
| Permira Holdings LTD | $2,042,812,065 | 1 | $2,042,812,065 | Sept. 30, 2025 Stale |
| 683 Capital Management, LLC | $2,036,355,354 | 153 | $13,309,512 | June 30, 2026 |
| Siemens Fonds Invest GmbH | $2,036,134,197 | 538 | $3,784,636 | June 30, 2026 |
| CenterBook Partners LP | $2,035,401,070 | 693 | $2,937,087 | June 30, 2026 |
| Curi Capital, LLC | $2,032,007,815 | 900 | $2,257,786 | June 30, 2026 |
| CERTUITY, LLC | $2,029,340,809 | 674 | $3,010,891 | June 30, 2026 |
| WATERS PARKERSON & CO., LLC | $2,027,586,021 | 200 | $10,137,930 | June 30, 2026 |
| Principle Wealth Partners LLC | $2,025,364,018 | 398 | $5,088,854 | June 30, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $2,025,125,089 | 424 | $4,776,238 | June 30, 2026 |
| Aprio Wealth Management, LLC | $2,024,282,149 | 636 | $3,182,834 | June 30, 2026 |
| WADDELL & ASSOCIATES, LLC | $2,021,193,325 | 545 | $3,708,612 | June 30, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $2,020,856,805 | 164 | $12,322,298 | June 30, 2026 |
| Hamilton Capital, LLC | $2,019,690,089 | 159 | $12,702,453 | June 30, 2026 |
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