Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Beirne Wealth Consulting Services, LLC | $502,575,445 | 102 | $4,927,210 | June 30, 2026 |
| OAKMONT Corp | $502,514,323 | 31 | $16,210,139 | June 30, 2026 |
| CoreCommodity Management, LLC | $501,745,960 | 124 | $4,046,338 | June 30, 2026 |
| Wolff Financial Management LLC | $501,475,077 | 106 | $4,730,897 | June 30, 2026 |
| DORCHESTER WEALTH MANAGEMENT Co | $501,330,186 | 146 | $3,433,768 | Dec. 31, 2024 Stale |
| Lightrock Netherlands B.V. | $501,127,654 | 36 | $13,920,213 | June 30, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | $500,947,150 | 165 | $3,036,043 | June 30, 2026 |
| PRIVATE CAPITAL MANAGEMENT LLC | $500,925,939 | 213 | $2,351,765 | Dec. 31, 2024 Stale |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | $500,872,869 | 184 | $2,722,135 | June 30, 2026 |
| Trinity Legacy Partners, LLC | $500,466,498 | 110 | $4,549,695 | June 30, 2026 |
| Headwater Capital Co Ltd | $500,401,155 | 15 | $33,360,077 | June 30, 2026 |
| BROWN CAPITAL MANAGEMENT LLC | $500,203,206 | 54 | $9,263,022 | June 30, 2026 |
| Intesa Sanpaolo Wealth Management | $499,688,730 | 309 | $1,617,116 | June 30, 2026 |
| Twelve Points Wealth Management LLC | $499,080,176 | 213 | $2,343,099 | June 30, 2026 |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | $499,052,848 | 73 | $6,836,340 | June 30, 2026 |
| Mezzasalma Advisors, LLC | $498,328,364 | 171 | $2,914,201 | June 30, 2026 |
| TRV GP V, LLC | $498,241,492 | 3 | $166,080,497 | June 30, 2026 |
| Core Wealth Advisors, Inc. | $497,477,720 | 126 | $3,948,236 | June 30, 2026 |
| Triangle Securities Wealth Management | $497,430,887 | 213 | $2,335,356 | June 30, 2026 |
| Raab & Moskowitz Asset Management LLC | $497,258,687 | 198 | $2,511,408 | June 30, 2026 |
| ALTA FOX CAPITAL MANAGEMENT, LLC | $497,191,448 | 15 | $33,146,097 | June 30, 2026 |
| Monument Capital Management | $497,183,623 | 262 | $1,897,647 | June 30, 2026 |
| Petix & Botte Co | $496,824,575 | 144 | $3,450,171 | June 30, 2026 |
| ENTRUST GLOBAL PARTNERS L L C | $496,737,972 | 4 | $124,184,493 | June 30, 2026 |
| BAYVIEW ASSET MANAGEMENT, LLC | $496,294,831 | 69 | $7,192,679 | June 30, 2026 |
| Ackerman Capital Advisors, LLC | $495,960,407 | 120 | $4,133,003 | June 30, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | $495,839,886 | 275 | $1,803,054 | June 30, 2026 |
| Philadelphia Financial Management of San Francisco, LLC | $495,789,783 | 45 | $11,017,551 | June 30, 2026 |
| SEGRA CAPITAL MANAGEMENT, LLC | $495,634,661 | 10 | $49,563,466 | June 30, 2026 |
| Blankinship & Foster, LLC | $495,491,744 | 79 | $6,272,047 | June 30, 2026 |
| Compton Wealth Advisory Group, LLC | $495,429,961 | 83 | $5,969,036 | June 30, 2026 |
| Integris Wealth Management, LLC | $495,213,170 | 131 | $3,780,253 | June 30, 2026 |
| Bedell Frazier Investment Counselling, LLC | $495,027,540 | 128 | $3,867,403 | March 31, 2026 Previous quarter |
| Fairvoy Private Wealth, LLC | $494,788,962 | 200 | $2,473,945 | June 30, 2026 |
| Act Two Investors LLC | $494,743,497 | 37 | $13,371,446 | June 30, 2026 |
| Fermata Advisors, LLC | $494,523,036 | 275 | $1,798,266 | June 30, 2026 |
| Carlson Capital, L.P. | $494,395,234 | 74 | $6,681,017 | June 30, 2026 |
| Summit X, LLC | $494,243,310 | 255 | $1,938,209 | June 30, 2025 Stale |
| MARS JEWETT FINANCIAL GROUP, INC. | $494,078,616 | 46 | $10,740,839 | June 30, 2026 |
| MARATHON CAPITAL MANAGEMENT | $493,931,367 | 187 | $2,641,344 | June 30, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | $493,878,927 | 121 | $4,081,644 | June 30, 2026 |
| Benin Management CORP | $493,830,701 | 152 | $3,248,886 | June 30, 2026 |
| SIEMENS AG | $493,715,451 | 2 | $246,857,726 | June 30, 2026 |
| Dash Acquisitions Inc. | $493,676,195 | 72 | $6,856,614 | June 30, 2026 |
| High Falls Advisors, Inc | $493,632,632 | 144 | $3,428,004 | Dec. 31, 2025 Stale |
| Spider Management Company, LLC | $493,364,414 | 7 | $70,480,631 | June 30, 2026 |
| Scott Capital Advisors, LLC | $493,187,335 | 58 | $8,503,230 | March 31, 2026 Previous quarter |
| HIGHLINE WEALTH PARTNERS LLC | $493,035,756 | 1,411 | $349,423 | June 30, 2026 |
| Fulcrum Capital LLC | $492,928,114 | 103 | $4,785,710 | June 30, 2026 |
| Smith & Howard Wealth Management, LLC | $492,827,084 | 98 | $5,028,848 | June 30, 2026 |
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