Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| WESCAP Management Group, Inc. | $535,805,047 | 107 | $5,007,524 | June 30, 2026 |
| MYCIO WEALTH PARTNERS, LLC | $535,009,185 | 49 | $10,918,555 | June 30, 2026 |
| Shulman DeMeo Asset Management LLC | $535,004,241 | 146 | $3,664,413 | June 30, 2026 |
| 12 West Capital Management LP | $534,704,065 | 18 | $29,705,781 | June 30, 2026 |
| Cranbrook Wealth Management, LLC | $534,353,983 | 406 | $1,316,143 | June 30, 2026 |
| SailingStone Capital Partners LLC | $534,302,785 | 19 | $28,121,199 | June 30, 2026 |
| Sanofi | $534,041,662 | 10 | $53,404,166 | June 30, 2026 |
| OAK HILL WEALTH ADVISORS, LLC | $533,648,937 | 148 | $3,605,736 | Sept. 30, 2025 Stale |
| RS CRUM INC. | $533,379,716 | 103 | $5,178,444 | June 30, 2026 |
| Board of Trustees of The Leland Stanford Junior University | $533,053,290 | 19 | $28,055,436 | June 30, 2026 |
| Technology Crossover Management XI, Ltd. | $532,824,895 | 2 | $266,412,448 | June 30, 2026 |
| Sovereign Investment Advisors, LLC | $532,698,341 | 109 | $4,887,141 | June 30, 2026 |
| Catalio Capital Management, LP | $532,102,416 | 39 | $13,643,652 | June 30, 2026 |
| 3Chopt Investment Partners, LLC | $532,096,866 | 274 | $1,941,959 | June 30, 2026 |
| Interchange Capital Partners, LLC | $531,683,654 | 430 | $1,236,474 | June 30, 2026 |
| SMI Advisory Services, LLC | $531,627,000 | 62 | $8,574,629 | June 30, 2026 |
| ICON ADVISERS INC/CO | $531,589,178 | 195 | $2,726,098 | June 30, 2026 |
| KP Management LLC | $531,508,286 | 86 | $6,180,329 | June 30, 2026 |
| Long Run Wealth Advisors, LLC | $530,687,273 | 106 | $5,006,484 | Dec. 31, 2025 Stale |
| Thrive Capital Management, LLC | $530,463,461 | 170 | $3,120,373 | June 30, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | $530,427,896 | 261 | $2,032,291 | June 30, 2026 |
| Alliance Wealth Advisors, LLC /UT | $530,311,849 | 235 | $2,256,646 | June 30, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | $530,173,576 | 173 | $3,064,587 | June 30, 2026 |
| GARNET EQUITY CAPITAL HOLDINGS, INC. | $530,014,545 | 29 | $18,276,364 | June 30, 2026 |
| Bridgewealth Advisory Group, LLC | $529,863,301 | 141 | $3,757,896 | June 30, 2026 |
| Taproot Management LP | $529,702,542 | 180 | $2,942,792 | March 31, 2026 Previous quarter |
| DMKC Advisory Services, LLC | $529,626,255 | 92 | $5,756,807 | June 30, 2026 |
| J. Derek Lewis & Associates Inc. | $529,245,023 | 216 | $2,450,208 | June 30, 2026 |
| Teramo Advisors, LLC | $529,237,550 | 4 | $132,309,388 | June 30, 2026 |
| Keudell/Morrison Wealth Management | $529,232,161 | 260 | $2,035,508 | June 30, 2026 |
| GREAT POINT PARTNERS LLC | $529,120,900 | 42 | $12,598,117 | June 30, 2026 |
| Genoa Capital Gestora de Recursos Ltda. | $528,764,674 | 14 | $37,768,905 | June 30, 2026 |
| Sugarloaf Wealth Management, LLC | $528,657,763 | 686 | $770,638 | Dec. 31, 2024 Stale |
| CLEARLAKE CAPITAL GROUP, L.P. | $528,638,573 | 6 | $88,106,429 | June 30, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | $528,558,196 | 111 | $4,761,786 | June 30, 2026 |
| Compass Wealth Management LLC | $528,444,421 | 167 | $3,164,338 | June 30, 2026 |
| Paragon Capital Management Ltd | $527,986,570 | 223 | $2,367,653 | June 30, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | $527,970,564 | 394 | $1,340,027 | June 30, 2026 |
| Webs Creek Capital Management LP | $527,965,172 | 13 | $40,612,706 | June 30, 2026 |
| Auxano Advisors, LLC | $527,779,006 | 207 | $2,549,657 | June 30, 2026 |
| Ascent Group, LLC | $527,650,204 | 808 | $653,032 | June 30, 2026 |
| Global Wealth Strategies & Associates | $527,576,695 | 97 | $5,438,935 | June 30, 2026 |
| FIRST NATIONAL CORP /MA/ /ADV | $527,481,709 | 174 | $3,031,504 | Sept. 30, 2025 Stale |
| NEW YORK LIFE INSURANCE CO | $527,219,807 | 3 | $175,739,936 | June 30, 2026 |
| Pinion Investment Advisors, LLC | $526,809,897 | 205 | $2,569,804 | June 30, 2026 |
| Altrius Capital Management Inc | $526,496,572 | 89 | $5,915,692 | June 30, 2026 |
| Merck & Co., Inc. | $526,407,169 | 13 | $40,492,859 | June 30, 2026 |
| UNIO CAPITAL LLC | $526,221,039 | 19 | $27,695,844 | June 30, 2026 |
| SHAH CAPITAL MANAGEMENT | $526,212,123 | 9 | $58,468,014 | June 30, 2026 |
| WEST MICHIGAN ADVISORS, LLC | $526,135,564 | 295 | $1,783,510 | June 30, 2026 |
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