Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| CAAS CAPITAL MANAGEMENT LP | $933,711,035 | 469 | $1,990,855 | March 31, 2025 Stale |
| Thomasville National Bank | $932,838,036 | 241 | $3,870,697 | June 30, 2026 |
| ASHFORD CAPITAL MANAGEMENT INC | $932,619,485 | 107 | $8,716,070 | June 30, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | $932,582,905 | 129 | $7,229,325 | June 30, 2026 |
| Ashe Capital Management, LP | $931,462,041 | 7 | $133,066,006 | June 30, 2026 |
| Artal Group S.A. | $931,121,604 | 2 | $465,560,802 | June 30, 2026 |
| Bronte Capital Management Pty Ltd. | $931,001,548 | 57 | $16,333,360 | June 30, 2026 |
| Night Squared LP | $930,412,492 | 69 | $13,484,239 | June 30, 2026 |
| FORTE CAPITAL LLC /ADV | $930,328,495 | 239 | $3,892,588 | June 30, 2025 Stale |
| Capital Investment Counsel, Inc | $929,314,871 | 266 | $3,493,665 | June 30, 2026 |
| RATIONAL ADVISORS, INC. | $929,124,776 | 195 | $4,764,742 | June 30, 2026 |
| Ikarian Capital, LLC | $928,174,362 | 156 | $5,949,836 | June 30, 2026 |
| Fort Sheridan Advisors LLC | $927,920,875 | 299 | $3,103,414 | June 30, 2026 |
| DiNuzzo Private Wealth, Inc. | $927,651,573 | 1,345 | $689,704 | March 31, 2026 Previous quarter |
| REDWOOD CAPITAL MANAGEMENT, LLC | $927,442,105 | 25 | $37,097,684 | June 30, 2026 |
| Arista Wealth Management, LLC | $926,658,954 | 266 | $3,483,680 | June 30, 2026 |
| ABC ARBITRAGE SA | $926,063,126 | 381 | $2,430,612 | June 30, 2026 |
| MBB PUBLIC MARKETS I LLC | $926,038,792 | 26 | $35,616,877 | June 30, 2026 |
| BARLOW WEALTH PARTNERS, LLC | $925,543,905 | 149 | $6,211,704 | June 30, 2026 |
| Geometric Wealth Advisors | $924,510,709 | 94 | $9,835,220 | June 30, 2026 |
| Maridea Wealth Management LLC | $924,114,461 | 547 | $1,689,423 | June 30, 2026 |
| James J. Burns & Company, LLC | $923,529,611 | 163 | $5,665,826 | June 30, 2026 |
| Alaska Wealth Advisors, LLC | $923,225,933 | 90 | $10,258,066 | June 30, 2026 |
| MacKay Shields LLC | $921,932,486 | 108 | $8,536,412 | June 30, 2026 |
| Delta Global Management LP | $921,720,203 | 149 | $6,186,042 | June 30, 2026 |
| SoftVest Advisors, LLC | $921,062,856 | 9 | $102,340,317 | June 30, 2026 |
| SILVERBACK ASSET MANAGEMENT LLC | $920,051,928 | 64 | $14,375,811 | June 30, 2026 |
| AXQ CAPITAL, LP | $919,686,706 | 960 | $958,007 | June 30, 2026 |
| Violich Capital Management, Inc. | $919,348,890 | 122 | $7,535,647 | June 30, 2026 |
| TFO Wealth Partners, LLC | $919,271,967 | 65 | $14,142,646 | June 30, 2026 |
| STRATEGIC PLANNING GROUP, LLC | $917,971,056 | 75 | $12,239,614 | June 30, 2026 |
| Cumberland Partners Ltd | $917,839,458 | 153 | $5,998,951 | June 30, 2026 |
| EASTERN BANK | $917,817,459 | 1,038 | $884,217 | June 30, 2026 |
| RTD Financial Advisors, Inc. | $916,927,104 | 120 | $7,641,059 | June 30, 2026 |
| TWIN CAPITAL MANAGEMENT INC | $916,404,966 | 269 | $3,406,710 | June 30, 2026 |
| De Lisle Partners LLP | $916,214,274 | 178 | $5,147,271 | June 30, 2026 |
| Greenvale Capital LLP | $915,636,574 | 11 | $83,239,689 | June 30, 2026 |
| Agave Capital Management Ltd | $914,812,044 | 12 | $76,234,337 | June 30, 2026 |
| Symphony Financial, Ltd. Co. | $914,261,406 | 371 | $2,464,316 | June 30, 2026 |
| MJP ASSOCIATES INC /ADV | $914,215,669 | 233 | $3,923,672 | June 30, 2026 |
| ICICI Prudential Asset Management Co Ltd | $913,183,270 | 157 | $5,816,454 | June 30, 2026 |
| ATLAS CAPITAL ADVISORS INC. | $913,106,072 | 1,049 | $870,454 | June 30, 2026 |
| Pitcairn Wealth Advisors LLC | $912,892,212 | 281 | $3,248,727 | June 30, 2026 |
| Wallace Capital Management Inc. | $912,139,389 | 77 | $11,845,966 | June 30, 2026 |
| Castellan Group | $912,089,618 | 41 | $22,246,088 | June 30, 2026 |
| JT Stratford LLC | $912,000,906 | 321 | $2,841,124 | June 30, 2026 |
| Nelson Capital Management, LLC | $911,581,979 | 120 | $7,596,516 | June 30, 2026 |
| Permian Investment Partners, LP | $911,476,340 | 13 | $70,113,565 | June 30, 2026 |
| Bard Financial Services, Inc. | $911,202,781 | 212 | $4,298,126 | Sept. 30, 2025 Stale |
| RW Investment Management LLC | $910,480,343 | 115 | $7,917,220 | June 30, 2026 |
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