Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Pacific Life Fund Advisors LLC | $909,643,041 | 27 | $33,690,483 | June 30, 2026 |
| Tennessee Valley Asset Management Partners | $906,506,475 | 207 | $4,379,258 | June 30, 2026 |
| GREATMARK INVESTMENT PARTNERS, INC. | $906,498,746 | 153 | $5,924,828 | June 30, 2026 |
| NJ State Employees Deferred Compensation Plan | $906,284,296 | 437 | $2,073,877 | Sept. 30, 2025 Stale |
| Oak Root LLC | $906,266,254 | 10 | $90,626,625 | June 30, 2026 |
| Manchester Global Management (UK) Ltd | $906,029,209 | 23 | $39,392,574 | June 30, 2026 |
| One Wealth Advisors, LLC | $905,738,194 | 326 | $2,778,338 | June 30, 2026 |
| SeaCrest Wealth Management, LLC | $903,420,724 | 550 | $1,642,583 | June 30, 2026 |
| Ranmore Fund Management Ltd | $903,015,201 | 23 | $39,261,530 | June 30, 2026 |
| LIGHT STREET CAPITAL MANAGEMENT, LLC | $902,839,902 | 28 | $32,244,282 | June 30, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $902,794,296 | 493 | $1,831,226 | June 30, 2026 |
| TFC Financial Management, Inc. | $902,256,104 | 1,034 | $872,588 | June 30, 2026 |
| Parkside Investments, LLC | $902,191,439 | 91 | $9,914,192 | June 30, 2026 |
| Soundwatch Capital LLC | $901,045,168 | 53 | $17,000,852 | June 30, 2026 |
| Strid Group, LLC | $900,748,336 | 93 | $9,685,466 | June 30, 2026 |
| Nellore Capital Management LLC | $900,708,688 | 10 | $90,070,869 | June 30, 2026 |
| MayTech Global Investments, LLC | $900,191,627 | 22 | $40,917,801 | June 30, 2026 |
| Blueprint Financial Advisors LLC | $900,045,961 | 131 | $6,870,580 | June 30, 2026 |
| North Peak Capital Management, LLC | $899,987,981 | 8 | $112,498,498 | June 30, 2026 |
| VALLEY NATIONAL ADVISERS INC | $899,759,103 | 1,056 | $852,045 | June 30, 2026 |
| BSW Wealth Partners | $899,228,698 | 331 | $2,716,703 | June 30, 2026 |
| FINANCIAL CONSULATE, INC | $898,549,799 | 1,449 | $620,117 | June 30, 2026 |
| SPX Gestao de Recursos Ltda | $897,970,154 | 77 | $11,661,950 | June 30, 2026 |
| Johnson Bixby & Associates, LLC | $895,818,543 | 131 | $6,838,309 | June 30, 2026 |
| Insight Wealth Strategies, LLC | $895,704,935 | 177 | $5,060,480 | March 31, 2026 Previous quarter |
| SIERRA SUMMIT ADVISORS LLC | $895,434,368 | 185 | $4,840,186 | June 30, 2026 |
| Clayton, Dubilier & Rice, LLC | $894,968,588 | 2 | $447,484,294 | June 30, 2026 |
| Fortis Capital Management LLC | $893,981,082 | 242 | $3,694,137 | June 30, 2026 |
| Krasney Financial LLC | $891,965,814 | 299 | $2,983,163 | March 31, 2026 Previous quarter |
| Warwick Investment Management, Inc. | $890,889,473 | 149 | $5,979,124 | June 30, 2026 |
| Fortis Capital Advisors, LLC | $889,398,391 | 408 | $2,179,898 | June 30, 2026 |
| Discerene Group LP | $889,142,224 | 12 | $74,095,185 | June 30, 2026 |
| NEXPOINT ASSET MANAGEMENT, L.P. | $888,625,309 | 70 | $12,694,647 | June 30, 2026 |
| Philip James Wealth Mangement, LLC | $888,380,658 | 151 | $5,883,316 | June 30, 2026 |
| Legacy Financial Group LLC | $888,207,919 | 133 | $6,678,255 | June 30, 2026 |
| Independence Bank of Kentucky | $887,565,377 | 589 | $1,506,902 | June 30, 2026 |
| KFG WEALTH MANAGEMENT, LLC | $885,938,241 | 225 | $3,937,503 | June 30, 2026 |
| Camrose Capital Investment Partners LLP | $885,094,540 | 10 | $88,509,454 | June 30, 2026 |
| SEMPER AUGUSTUS INVESTMENTS GROUP LLC | $884,603,403 | 50 | $17,692,068 | June 30, 2026 |
| Atika Capital Management LLC | $884,001,801 | 81 | $10,913,602 | June 30, 2026 |
| Arbor Investment Advisors, LLC | $883,467,287 | 145 | $6,092,878 | June 30, 2026 |
| CALEDONIA INVESTMENTS PLC | $883,256,489 | 15 | $58,883,766 | June 30, 2026 |
| 1834 INVESTMENT ADVISORS CO | $882,588,603 | 211 | $4,182,884 | June 30, 2026 |
| TCP Asset Management, LLC | $882,092,753 | 141 | $6,255,977 | June 30, 2026 |
| CANYON CAPITAL ADVISORS LLC | $882,024,711 | 22 | $40,092,032 | June 30, 2026 |
| Adams Asset Advisors, LLC | $881,733,636 | 88 | $10,019,700 | June 30, 2026 |
| Atlas Venture Life Science Advisors, LLC | $881,289,158 | 7 | $125,898,451 | June 30, 2026 |
| Front Street Capital Management, Inc. | $880,608,189 | 70 | $12,580,117 | June 30, 2026 |
| Meridian Wealth Advisors, LLC | $880,021,047 | 211 | $4,170,716 | June 30, 2026 |
| Foguth Wealth Management, LLC. | $878,924,416 | 213 | $4,126,406 | June 30, 2026 |
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