Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| GMT Capital Corp | $1,919,082,081 | 68 | $28,221,795 | June 30, 2026 |
| Hill Path Capital LP | $1,917,411,807 | 7 | $273,915,972 | June 30, 2026 |
| BROADWOOD CAPITAL INC | $1,913,155,086 | 6 | $318,859,181 | June 30, 2026 |
| ROFFMAN MILLER ASSOCIATES INC /PA/ | $1,912,672,123 | 88 | $21,734,910 | June 30, 2026 |
| KINTRA WEALTH, LLC | $1,912,405,683 | 515 | $3,713,409 | June 30, 2026 |
| Legacy Wealth Management, LLC | $1,911,274,876 | 30 | $63,709,163 | June 30, 2026 |
| REBALANCE, LLC | $1,908,172,402 | 103 | $18,525,946 | June 30, 2026 |
| Campbell & CO Investment Adviser LLC | $1,908,065,644 | 1,005 | $1,898,573 | June 30, 2026 |
| GRANDFIELD & DODD, LLC | $1,907,822,121 | 217 | $8,791,807 | June 30, 2026 |
| Verdence Capital Advisors LLC | $1,904,879,527 | 658 | $2,894,954 | June 30, 2026 |
| DENDUR CAPITAL LP | $1,904,463,876 | 24 | $79,352,662 | June 30, 2026 |
| Foster Victor Wealth Advisors, LLC | $1,904,011,631 | 254 | $7,496,109 | June 30, 2026 |
| PDT Partners, LLC | $1,903,736,538 | 489 | $3,893,122 | June 30, 2026 |
| JANA Partners Management, LP | $1,902,301,416 | 10 | $190,230,142 | June 30, 2026 |
| TRIGLAV INVESTMENTS, D.O.O. | $1,899,402,024 | 184 | $10,322,837 | June 30, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | $1,895,344,724 | 205 | $9,245,584 | June 30, 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC | $1,895,338,653 | 264 | $7,179,313 | June 30, 2026 |
| Turtle Creek Wealth Advisors, LLC | $1,894,322,471 | 515 | $3,678,296 | June 30, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | $1,892,858,378 | 194 | $9,757,002 | March 31, 2026 Previous quarter |
| PATTEN & PATTEN INC/TN | $1,889,397,689 | 350 | $5,398,279 | June 30, 2026 |
| Foundry Partners, LLC | $1,889,176,175 | 259 | $7,294,117 | March 31, 2025 Stale |
| Kathmere Capital Management, LLC | $1,886,985,926 | 676 | $2,791,399 | June 30, 2026 |
| NEXT CENTURY GROWTH INVESTORS LLC | $1,885,849,822 | 113 | $16,688,936 | June 30, 2026 |
| CAS Investment Partners, LLC | $1,883,136,156 | 6 | $313,856,026 | June 30, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | $1,882,270,011 | 748 | $2,516,404 | June 30, 2026 |
| EverSource Wealth Advisors, LLC | $1,877,237,639 | 4,392 | $427,422 | June 30, 2026 |
| Oasis Management Co Ltd. | $1,876,307,051 | 108 | $17,373,213 | June 30, 2026 |
| Fragasso Financial Advisors Inc | $1,875,803,196 | 361 | $5,196,131 | June 30, 2026 |
| ATWOOD & PALMER INC | $1,874,996,724 | 495 | $3,787,872 | June 30, 2026 |
| Proem Advisors LLC | $1,871,061,688 | 56 | $33,411,816 | June 30, 2026 |
| Robinhood Asset Management, LLC | $1,868,990,332 | 83 | $22,517,956 | June 30, 2026 |
| KEYSTONE INVESTORS PTE LTD | $1,867,806,463 | 84 | $22,235,791 | June 30, 2026 |
| B. Riley Wealth Advisors, Inc. | $1,867,711,685 | 914 | $2,043,448 | June 30, 2026 |
| J. Safra Sarasin Holding AG | $1,867,472,644 | 799 | $2,337,262 | June 30, 2026 |
| LMCG INVESTMENTS, LLC | $1,867,106,388 | 225 | $8,298,251 | June 30, 2026 |
| Evanson Asset Management, LLC | $1,862,940,625 | 321 | $5,803,553 | March 31, 2026 Previous quarter |
| BAR HARBOR WEALTH MANAGEMENT | $1,862,159,412 | 268 | $6,948,356 | June 30, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | $1,862,006,013 | 86 | $21,651,233 | June 30, 2026 |
| FIRST NATIONAL BANK OF OMAHA | $1,859,409,848 | 505 | $3,682,000 | June 30, 2026 |
| Johnson Financial Group, LLC | $1,856,457,532 | 279 | $6,653,970 | June 30, 2026 |
| Pertento Partners LLP | $1,855,229,384 | 17 | $109,131,140 | June 30, 2026 |
| Ninety One SA (Pty) Ltd | $1,847,956,845 | 110 | $16,799,608 | June 30, 2026 |
| Spyglass Capital Management LLC | $1,847,373,136 | 25 | $73,894,925 | June 30, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | $1,845,290,357 | 245 | $7,531,797 | June 30, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | $1,842,989,310 | 176 | $10,471,530 | March 31, 2026 Previous quarter |
| North Star Investment Management Corp. | $1,840,274,103 | 1,733 | $1,061,901 | June 30, 2026 |
| Bridgewater Advisors Inc. | $1,834,183,510 | 478 | $3,837,204 | June 30, 2026 |
| Kensington Asset Management, LLC | $1,833,970,771 | 39 | $47,024,892 | June 30, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | $1,831,657,103 | 287 | $6,382,080 | June 30, 2026 |
| Westchester Capital Management, LLC | $1,831,586,085 | 310 | $5,908,342 | June 30, 2026 |
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