Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Cannon Financial Strategists, Inc. | $878,508,954 | 133 | $6,605,330 | June 30, 2026 |
| ABSHER WEALTH MANAGEMENT, LLC | $878,356,659 | 73 | $12,032,283 | June 30, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | $878,341,920 | 162 | $5,421,864 | June 30, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | $877,668,905 | 3,241 | $270,802 | June 30, 2026 |
| Absolute Gestao de Investimentos Ltda. | $877,061,574 | 74 | $11,852,183 | March 31, 2026 Previous quarter |
| Texas Capital Bank Wealth Management Services Inc | $876,933,966 | 349 | $2,512,705 | June 30, 2026 |
| West Coast Financial LLC | $876,014,477 | 162 | $5,407,497 | March 31, 2025 Stale |
| MANAGED ASSET PORTFOLIOS, LLC | $874,910,041 | 51 | $17,155,099 | June 30, 2026 |
| Iron Triangle Partners LP | $874,680,144 | 27 | $32,395,561 | Dec. 31, 2025 Stale |
| LAKE STREET PRIVATE WEALTH, LLC | $874,326,442 | 275 | $3,179,369 | June 30, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | $873,521,794 | 189 | $4,621,808 | June 30, 2026 |
| Concord Wealth Partners | $873,165,779 | 885 | $986,628 | June 30, 2026 |
| Cypress Capital Group | $872,756,974 | 314 | $2,779,481 | June 30, 2026 |
| Buckingham Capital Management, Inc. | $871,630,757 | 131 | $6,653,670 | Dec. 31, 2024 Stale |
| Compass Financial Group, INC/SD | $871,534,401 | 119 | $7,323,818 | June 30, 2026 |
| Walkner Condon Financial Advisors LLC | $871,430,995 | 344 | $2,533,230 | June 30, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | $871,375,440 | 504 | $1,728,920 | June 30, 2026 |
| J.P. Marvel Investment Advisors, LLC | $871,210,005 | 64 | $13,612,656 | June 30, 2026 |
| Scarborough Advisors, LLC | $870,881,766 | 147 | $5,924,366 | June 30, 2026 |
| McMillan Office, Inc. | $870,851,433 | 507 | $1,717,656 | June 30, 2026 |
| SJS Investment Consulting Inc. | $870,195,610 | 2,884 | $301,732 | June 30, 2026 |
| SIR Capital Management, L.P. | $870,116,118 | 79 | $11,014,128 | June 30, 2026 |
| Brookwood Investment Group LLC | $869,633,053 | 538 | $1,616,418 | June 30, 2026 |
| Premier Path Wealth Partners, LLC | $869,570,354 | 400 | $2,173,926 | June 30, 2026 |
| Gilbert & Cook, Inc. | $868,950,602 | 229 | $3,794,544 | June 30, 2026 |
| TRAN CAPITAL MANAGEMENT, L.P. | $868,694,365 | 66 | $13,162,036 | June 30, 2026 |
| NICOLA WEALTH MANAGEMENT LTD. | $868,419,947 | 61 | $14,236,393 | June 30, 2026 |
| Oslo Pensjonsforsikring AS | $868,232,224 | 457 | $1,899,852 | June 30, 2026 |
| 8 KNOTS MANAGEMENT, LLC | $868,105,408 | 12 | $72,342,117 | Dec. 31, 2025 Stale |
| CRA Financial Services, LLC | $867,595,983 | 321 | $2,702,791 | June 30, 2026 |
| Fractal Investments LLC | $866,883,314 | 80 | $10,836,041 | June 30, 2026 |
| Freedom Together Foundation | $866,859,898 | 2 | $433,429,949 | June 30, 2026 |
| Northcape Capital Pty Ltd | $866,683,391 | 8 | $108,335,424 | March 31, 2026 Previous quarter |
| Parkway Wealth Management Group, LLC | $866,083,524 | 147 | $5,891,725 | June 30, 2026 |
| LexAurum Advisors, LLC | $865,792,231 | 423 | $2,046,790 | June 30, 2026 |
| Lynx1 Capital Management LP | $865,529,222 | 27 | $32,056,638 | June 30, 2026 |
| Vision Capital Management, Inc. | $864,801,275 | 156 | $5,543,598 | June 30, 2026 |
| Valliance Asset Management Ltd | $864,332,030 | 7 | $123,476,004 | June 30, 2026 |
| BAXTER BROS INC | $864,322,344 | 172 | $5,025,130 | June 30, 2026 |
| D'Orazio & Associates, Inc. | $864,058,539 | 322 | $2,683,412 | June 30, 2026 |
| Berman McAleer LLC | $863,661,855 | 175 | $4,935,211 | June 30, 2026 |
| BlueSky Wealth Advisors, LLC | $863,333,201 | 111 | $7,777,777 | June 30, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | $863,059,023 | 422 | $2,045,164 | June 30, 2026 |
| Hound Partners, LLC | $862,892,000 | 32 | $26,965,375 | June 30, 2026 |
| EQT Fund Management S.a r.l. | $862,623,135 | 5 | $172,524,627 | June 30, 2026 |
| SONA ASSET MANAGEMENT (US) LLC | $862,436,298 | 424 | $2,034,048 | June 30, 2026 |
| Bernicke Wealth Management, Ltd. | $861,335,364 | 111 | $7,759,778 | June 30, 2026 |
| Sava Infond d.o.o. | $860,897,320 | 242 | $3,557,427 | June 30, 2026 |
| Ellenbecker Investment Group | $860,229,496 | 149 | $5,773,352 | June 30, 2026 |
| PSG Equity L.L.C. | $859,773,031 | 1 | $859,773,031 | June 30, 2026 |
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