Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Embree Financial Group | $998,603,489 | 290 | $3,443,460 | June 30, 2026 |
| 180 WEALTH ADVISORS, LLC | $997,464,204 | 493 | $2,023,254 | June 30, 2026 |
| Skandinaviska Enskilda Banken AB (publ) | $995,734,522 | 166 | $5,998,401 | June 30, 2026 |
| HHM Wealth Advisors, LLC | $995,221,466 | 898 | $1,108,264 | June 30, 2026 |
| LEUTHOLD GROUP, LLC | $995,164,108 | 237 | $4,199,005 | June 30, 2026 |
| NINE MASTS CAPITAL Ltd | $994,651,903 | 170 | $5,850,894 | June 30, 2026 |
| ROMANO BROTHERS AND COMPANY | $994,393,401 | 331 | $3,004,210 | June 30, 2026 |
| Souders Financial Advisors | $994,149,823 | 224 | $4,438,169 | June 30, 2026 |
| Caliber Wealth Management, LLC / KS | $993,680,296 | 300 | $3,312,268 | June 30, 2026 |
| Power Alpha Investment Ltd | $993,582,323 | 4 | $248,395,581 | June 30, 2026 |
| DENALI ADVISORS LLC | $993,033,765 | 318 | $3,122,748 | June 30, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | $991,655,281 | 234 | $4,237,843 | June 30, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | $990,366,644 | 224 | $4,421,280 | June 30, 2026 |
| KTF INVESTMENTS, LLC | $989,412,716 | 93 | $10,638,846 | June 30, 2026 |
| State of Wyoming | $989,132,330 | 1,872 | $528,383 | June 30, 2026 |
| Archford Capital Strategies, LLC | $987,486,328 | 359 | $2,750,658 | June 30, 2026 |
| Global Endowment Management, LP | $986,506,000 | 72 | $13,701,472 | June 30, 2026 |
| TAURUS ASSET MANAGEMENT, LLC | $986,165,320 | 87 | $11,335,234 | March 31, 2025 Stale |
| Uniplan Investment Counsel, Inc. | $985,347,477 | 175 | $5,630,557 | June 30, 2026 |
| Financial Partners Group, Inc | $985,062,913 | 250 | $3,940,252 | June 30, 2026 |
| Southeast Asset Advisors, LLC | $984,492,332 | 225 | $4,375,521 | June 30, 2026 |
| LVZ, Inc. | $984,274,707 | 177 | $5,560,874 | June 30, 2026 |
| Stanley-Laman Group, Ltd. | $984,237,833 | 298 | $3,302,812 | June 30, 2026 |
| Cheviot Value Management, LLC | $983,988,171 | 442 | $2,226,218 | June 30, 2026 |
| Marble Harbor Investment Counsel, LLC | $983,963,826 | 200 | $4,919,819 | June 30, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | $983,779,780 | 375 | $2,623,413 | June 30, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | $982,719,490 | 170 | $5,780,703 | June 30, 2026 |
| CABOT WEALTH MANAGEMENT INC | $982,190,612 | 142 | $6,916,835 | June 30, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | $982,150,141 | 394 | $2,492,767 | June 30, 2026 |
| Atlas FRM LLC | $981,826,349 | 25 | $39,273,054 | June 30, 2026 |
| Van Cleef Asset Management,Inc | $980,979,432 | 119 | $8,243,525 | June 30, 2026 |
| Stillwater Capital Advisors, LLC | $980,571,628 | 71 | $13,810,868 | June 30, 2026 |
| Hill Investment Group Partners, LLC | $980,445,868 | 61 | $16,072,883 | June 30, 2026 |
| U S GLOBAL INVESTORS INC | $978,721,800 | 127 | $7,706,471 | June 30, 2026 |
| TCV Trust & Wealth Management, Inc. | $978,223,782 | 226 | $4,328,424 | June 30, 2026 |
| Parkman Healthcare Partners LLC | $976,827,960 | 77 | $12,686,077 | June 30, 2026 |
| KINGDON CAPITAL MANAGEMENT, L.L.C. | $976,167,326 | 74 | $13,191,450 | June 30, 2026 |
| Arini Capital Management Ltd | $974,731,526 | 28 | $34,811,840 | June 30, 2026 |
| Family Manage LLC | $974,666,899 | 324 | $3,008,231 | June 30, 2026 |
| Patriot Financial Group Insurance Agency, LLC | $973,999,814 | 491 | $1,983,706 | June 30, 2026 |
| SEEDS INVESTOR LLC | $973,316,769 | 379 | $2,568,118 | June 30, 2026 |
| RPG Investment Advisory, LLC | $972,850,249 | 93 | $10,460,755 | June 30, 2026 |
| Permanens Capital L.P. | $972,365,849 | 100 | $9,723,658 | June 30, 2026 |
| FJ Investments, LLC | $972,336,044 | 6 | $162,056,007 | June 30, 2026 |
| INFINITUM ASSET MANAGEMENT, LLC | $971,829,182 | 17 | $57,166,422 | June 30, 2026 |
| Integrity Advisory Solutions, LLC | $971,711,287 | 336 | $2,891,998 | June 30, 2026 |
| Troluce Capital Advisors LLC | $970,986,133 | 26 | $37,345,621 | June 30, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | $970,918,659 | 651 | $1,491,427 | June 30, 2026 |
| Marietta Wealth Management, LLC | $970,649,393 | 133 | $7,298,116 | June 30, 2026 |
| Noked Israel Ltd | $969,918,908 | 11 | $88,174,446 | June 30, 2026 |
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