Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| KKM Financial LLC | $729,900,947 | 169 | $4,318,941 | June 30, 2026 |
| Ignite Planners, LLC | $728,981,408 | 426 | $1,711,224 | June 30, 2026 |
| Caitong International Asset Management Co., Ltd | $728,937,174 | 2,999 | $243,060 | June 30, 2026 |
| Oak Harvest Investment Services | $728,842,813 | 168 | $4,338,350 | June 30, 2026 |
| Vanderbilt University | $728,282,313 | 74 | $9,841,653 | June 30, 2026 |
| Lee Financial Co | $728,256,748 | 162 | $4,495,412 | June 30, 2026 |
| PROFFITT & GOODSON INC | $728,113,301 | 298 | $2,443,333 | June 30, 2026 |
| INSPIRE TRUST CO, N.A. | $727,310,987 | 111 | $6,552,351 | June 30, 2026 |
| Xcelsior Advisor Partners LLC | $727,251,988 | 453 | $1,605,413 | June 30, 2026 |
| Lombard Odier Asset Management (USA) Corp | $726,896,383 | 142 | $5,118,989 | June 30, 2026 |
| LONE PEAK GLOBAL INVESTORS LLC | $726,575,314 | 43 | $16,897,100 | June 30, 2026 |
| IFG Advisors, LLC | $725,405,235 | 165 | $4,396,395 | June 30, 2026 |
| Murchinson Ltd. | $724,804,416 | 125 | $5,798,435 | June 30, 2026 |
| Tensile Capital Management LP | $724,254,846 | 22 | $32,920,675 | June 30, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | $724,112,616 | 496 | $1,459,904 | June 30, 2026 |
| Palo Alto Investors LP | $723,718,198 | 52 | $13,917,658 | June 30, 2026 |
| DEBUSSY CAPITAL MANAGEMENT LP | $723,498,029 | 290 | $2,494,821 | March 31, 2026 Previous quarter |
| Avitas Wealth Management LLC | $723,010,167 | 190 | $3,805,317 | Dec. 31, 2024 Stale |
| Stablepoint Partners, LLC | $722,695,676 | 260 | $2,779,599 | June 30, 2026 |
| Hazelview Securities Inc. | $721,710,829 | 83 | $8,695,311 | June 30, 2026 |
| GCQ FUNDS MANAGEMENT PTY Ltd | $721,356,047 | 14 | $51,525,432 | June 30, 2026 |
| ASK CAPITAL MANAGEMENT, LLC | $720,989,377 | 4 | $180,247,344 | June 30, 2026 |
| SHENKMAN CAPITAL MANAGEMENT INC | $720,846,324 | 80 | $9,010,579 | June 30, 2026 |
| Security Financial Services, INC. | $720,764,403 | 203 | $3,550,564 | June 30, 2026 |
| Phocas Financial Corp. | $720,711,973 | 153 | $4,710,536 | June 30, 2026 |
| Rock Creek Group LLC | $720,477,312 | 57 | $12,639,953 | June 30, 2026 |
| JACKSON SQUARE CAPITAL, LLC | $718,989,710 | 138 | $5,210,070 | June 30, 2026 |
| Drexel Morgan & Co. | $718,834,115 | 60 | $11,980,569 | June 30, 2026 |
| Elgethun Capital Management | $717,827,450 | 174 | $4,125,445 | June 30, 2026 |
| Austin Asset Management Co Inc | $717,516,946 | 94 | $7,633,159 | June 30, 2026 |
| Towercrest Capital Management | $717,424,585 | 110 | $6,522,042 | June 30, 2026 |
| Rather & Kittrell, Inc. | $715,622,411 | 108 | $6,626,133 | June 30, 2026 |
| Abu Dhabi Investment Council Co P.J.S.C | $714,613,556 | 26 | $27,485,137 | June 30, 2026 |
| Teilinger Capital Ltd. | $714,235,092 | 11 | $64,930,463 | June 30, 2026 |
| Huntleigh Advisors, Inc. | $714,229,896 | 303 | $2,357,194 | June 30, 2026 |
| LJI Wealth Management, LLC | $713,927,331 | 201 | $3,551,877 | June 30, 2026 |
| MAK CAPITAL ONE LLC | $713,794,826 | 17 | $41,987,931 | June 30, 2026 |
| Secure Asset Management, LLC | $713,712,684 | 333 | $2,143,281 | June 30, 2026 |
| ZEVIN ASSET MANAGEMENT LLC | $712,689,661 | 97 | $7,347,316 | June 30, 2026 |
| Summit Street Capital Management, LLC | $712,597,515 | 31 | $22,987,017 | June 30, 2026 |
| Alight Capital Management LP | $712,469,712 | 83 | $8,583,972 | June 30, 2026 |
| HMI Capital Management, L.P. | $712,363,252 | 14 | $50,883,089 | June 30, 2026 |
| Tyche Wealth Partners LLC | $712,352,711 | 339 | $2,101,335 | June 30, 2026 |
| Radnor Capital Management, LLC | $712,032,807 | 312 | $2,282,156 | June 30, 2026 |
| SageGuard Financial Group, LLC | $711,723,493 | 211 | $3,373,097 | June 30, 2026 |
| TrinityPoint Wealth, LLC | $711,717,007 | 335 | $2,124,528 | Dec. 31, 2024 Stale |
| Hexagon Capital Partners LLC | $711,430,021 | 268 | $2,654,590 | June 30, 2026 |
| Tulsa Wealth Advisors, INC | $710,165,019 | 166 | $4,278,103 | June 30, 2026 |
| Hamilton Point Investment Advisors, LLC | $710,154,145 | 193 | $3,679,555 | June 30, 2026 |
| Chandler Asset Management, Inc. | $709,718,343 | 21 | $33,796,112 | June 30, 2026 |
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