Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Soltis Investment Advisors LLC | $1,752,848,284 | 648 | $2,705,013 | June 30, 2026 |
| Kryger Capital LLC | $1,752,762,210 | 109 | $16,080,387 | June 30, 2026 |
| Liberty 77 Capital L.P. | $1,752,561,704 | 3 | $584,187,235 | June 30, 2026 |
| Legacy Private Trust Co. | $1,748,775,864 | 266 | $6,574,345 | June 30, 2026 |
| MOGY JOEL R INVESTMENT COUNSEL INC | $1,745,149,355 | 121 | $14,422,722 | June 30, 2026 |
| Aventail Capital Group, LP | $1,743,126,999 | 155 | $11,245,981 | June 30, 2026 |
| PBCay One RSC Ltd | $1,742,419,270 | 19 | $91,706,277 | June 30, 2026 |
| Plato Investment Management Ltd | $1,738,745,319 | 496 | $3,505,535 | June 30, 2026 |
| Goehring & Rozencwajg Associates, LLC | $1,738,729,931 | 41 | $42,408,047 | June 30, 2026 |
| AMI ASSET MANAGEMENT CORP | $1,736,767,939 | 99 | $17,543,110 | June 30, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | $1,735,884,313 | 538 | $3,226,551 | June 30, 2026 |
| GC Wealth Management RIA, LLC | $1,734,305,868 | 483 | $3,590,695 | June 30, 2026 |
| LEE DANNER & BASS INC | $1,733,991,099 | 250 | $6,935,964 | June 30, 2026 |
| SHUFRO ROSE & CO LLC | $1,733,646,080 | 315 | $5,503,638 | June 30, 2026 |
| WealthPlan Investment Management, LLC | $1,733,017,462 | 478 | $3,625,560 | June 30, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | $1,731,472,073 | 401 | $4,317,885 | June 30, 2026 |
| Wright Fund Managment, LLC | $1,731,141,222 | 56 | $30,913,236 | March 31, 2026 Previous quarter |
| True Link Financial Advisors, LLC | $1,729,351,315 | 104 | $16,628,378 | June 30, 2026 |
| PDS Planning, Inc | $1,727,650,517 | 609 | $2,836,865 | June 30, 2026 |
| ALBION FINANCIAL GROUP /UT | $1,726,291,857 | 650 | $2,655,834 | June 30, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | $1,724,940,417 | 240 | $7,187,252 | June 30, 2026 |
| NOVO HOLDINGS A/S | $1,722,216,880 | 25 | $68,888,675 | June 30, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | $1,721,061,938 | 324 | $5,311,920 | June 30, 2026 |
| GOLDENTREE ASSET MANAGEMENT LP | $1,720,248,580 | 31 | $55,491,890 | June 30, 2026 |
| Silicon Valley Community Foundation | $1,719,358,684 | 4 | $429,839,671 | June 30, 2025 Stale |
| Laird Norton Wetherby Wealth Management, LLC | $1,719,093,906 | 931 | $1,846,503 | Sept. 30, 2025 Stale |
| FUKOKU MUTUAL LIFE INSURANCE Co | $1,717,361,903 | 256 | $6,708,445 | June 30, 2026 |
| First Trust Capital Management L.P. | $1,717,263,478 | 161 | $10,666,233 | June 30, 2026 |
| DME Capital Management, LP | $1,713,673,936 | 46 | $37,253,781 | June 30, 2026 |
| L1 Capital International Pty Ltd | $1,707,595,834 | 21 | $81,314,087 | June 30, 2026 |
| Ardmore Road Asset Management LP | $1,703,321,672 | 70 | $24,333,167 | June 30, 2026 |
| Amanah Holdings Trust | $1,702,712,343 | 20 | $85,135,617 | June 30, 2026 |
| QVT Financial LP | $1,701,020,367 | 81 | $21,000,251 | June 30, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | $1,696,555,297 | 208 | $8,156,516 | June 30, 2026 |
| Galaxy Digital Inc. | $1,696,133,437 | 72 | $23,557,409 | June 30, 2026 |
| Triad Wealth Partners, LLC | $1,695,864,364 | 558 | $3,039,183 | June 30, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | $1,691,162,052 | 344 | $4,916,169 | June 30, 2026 |
| Sienna Gestion | $1,690,218,794 | 177 | $9,549,259 | June 30, 2026 |
| BROWNING WEST LP | $1,690,104,325 | 6 | $281,684,054 | June 30, 2026 |
| Keel Point, LLC | $1,687,020,138 | 514 | $3,282,140 | June 30, 2026 |
| Boston Common Asset Management, LLC | $1,686,970,267 | 186 | $9,069,733 | June 30, 2026 |
| Keystone Financial Group | $1,686,490,183 | 567 | $2,974,409 | June 30, 2026 |
| GENERAL AMERICAN INVESTORS CO INC | $1,686,111,047 | 73 | $23,097,412 | June 30, 2026 |
| Parcion Private Wealth LLC | $1,685,604,444 | 529 | $3,186,398 | June 30, 2026 |
| Cornerstone Wealth Group, LLC | $1,684,506,285 | 504 | $3,342,274 | June 30, 2026 |
| Maple Capital Management, Inc. | $1,684,362,654 | 130 | $12,956,636 | June 30, 2026 |
| Anson Funds Management LP | $1,684,298,459 | 173 | $9,735,829 | June 30, 2026 |
| Bain Capital Life Sciences Investors, LLC | $1,682,021,456 | 21 | $80,096,260 | June 30, 2026 |
| Jaffetilchin Investment Partners, LLC | $1,680,506,581 | 461 | $3,645,351 | March 31, 2026 Previous quarter |
| Pinnacle Wealth Management Advisory Group, LLC | $1,679,637,474 | 572 | $2,936,429 | June 30, 2026 |
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