Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Camarda Financial Advisors, LLC | $330,552,246 | 122 | $2,709,445 | June 30, 2026 |
| CLOVERFIELDS CAPITAL GROUP, LP | $330,613,361 | 90 | $3,673,482 | June 30, 2026 |
| Crow's Nest Holdings LP | $330,654,220 | 11 | $30,059,475 | June 30, 2026 |
| FLAGSTAR SECURITIES, INC | $331,171,923 | 177 | $1,871,028 | June 30, 2026 |
| Goodlander Investment Management, LLC | $331,267,415 | 15 | $22,084,494 | June 30, 2026 |
| Foundation Wealth Management, LLC\PA | $331,341,265 | 105 | $3,155,631 | June 30, 2026 |
| Long Corridor Asset Management Ltd | $331,478,002 | 35 | $9,470,800 | June 30, 2026 |
| L.K. Benson & Company, P.C. | $331,523,092 | 115 | $2,882,809 | June 30, 2026 |
| SERENITY CAPITAL MANAGEMENT PTE. LTD. | $331,590,251 | 11 | $30,144,568 | June 30, 2026 |
| Argentarii, LLC | $331,608,263 | 213 | $1,556,846 | June 30, 2026 |
| Left Brain Wealth Management, LLC | $331,656,927 | 99 | $3,350,070 | June 30, 2026 |
| Mayfair Advisory Group, LLC | $331,726,372 | 185 | $1,793,116 | June 30, 2026 |
| Legacy Capital Group California, Inc. | $331,752,693 | 299 | $1,109,541 | June 30, 2026 |
| Precision Wealth Strategies, LLC | $331,849,312 | 170 | $1,952,055 | June 30, 2026 |
| Advantage Alpha Capital Partners LP | $331,909,237 | 130 | $2,553,148 | Sept. 30, 2025 Stale |
| BCS Private Wealth Management, Inc. | $332,053,501 | 187 | $1,775,687 | June 30, 2026 |
| Prodigy Asset Management LLC | $332,056,149 | 29 | $11,450,212 | June 30, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | $332,075,218 | 104 | $3,193,031 | Dec. 31, 2025 Stale |
| O'Brien Greene & Co. Inc | $332,125,529 | 141 | $2,355,500 | June 30, 2026 |
| Court Place Advisors, LLC | $332,148,894 | 147 | $2,259,516 | Sept. 30, 2025 Stale |
| IAMS WEALTH MANAGEMENT, LLC | $332,182,265 | 190 | $1,748,328 | June 30, 2026 |
| Hidden Lake Asset Management LP | $332,205,873 | 24 | $13,841,911 | June 30, 2026 |
| P-Solve LLC | $332,211,446 | 25 | $13,288,458 | Dec. 31, 2024 Stale |
| AMERICAN ASSETS INC | $332,288,362 | 12 | $27,690,697 | June 30, 2026 |
| Gallatin Point Capital LLC | $332,303,050 | 3 | $110,767,683 | June 30, 2026 |
| MASTER'S WEALTH MANAGEMENT INC. | $332,327,816 | 91 | $3,651,954 | June 30, 2026 |
| Canopy Partners, LLC | $332,430,028 | 256 | $1,298,555 | June 30, 2026 |
| Tandem Financial, LLC | $332,438,549 | 101 | $3,291,471 | June 30, 2026 |
| Steadview Capital Management LLC | $332,517,886 | 14 | $23,751,278 | June 30, 2026 |
| VISTA INVESTMENT MANAGEMENT | $332,555,223 | 178 | $1,868,288 | June 30, 2026 |
| Joseph P. Lucia & Associates, LLC | $332,557,554 | 188 | $1,768,923 | June 30, 2026 |
| Ducere Wealth Management LLC | $332,569,300 | 135 | $2,463,476 | June 30, 2026 |
| Goepper Burkhardt LLC | $333,074,283 | 99 | $3,364,387 | June 30, 2026 |
| Costello Asset Management, INC | $333,238,474 | 710 | $469,350 | June 30, 2026 |
| Alta Fundamental Advisers LLC | $333,479,506 | 26 | $12,826,135 | June 30, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | $333,794,208 | 1,305 | $255,781 | June 30, 2026 |
| Henry James International Management Inc. | $333,809,554 | 91 | $3,668,237 | June 30, 2026 |
| Slagle Financial, LLC | $333,849,415 | 127 | $2,628,736 | June 30, 2026 |
| Saiph Capital, LLC | $334,057,523 | 131 | $2,550,057 | June 30, 2026 |
| Core Alternative Capital | $334,153,957 | 201 | $1,662,457 | June 30, 2026 |
| Pine Harbor Wealth Management, LLC | $334,309,523 | 102 | $3,277,544 | March 31, 2026 Previous quarter |
| Wealth High Governance Capital Ltda | $334,353,024 | 35 | $9,552,944 | June 30, 2026 |
| Trustees of Dartmouth College | $334,630,753 | 11 | $30,420,978 | June 30, 2026 |
| BHK Investment Advisors, LLC | $334,722,961 | 79 | $4,237,000 | June 30, 2026 |
| Spinecap SAS | $334,732,842 | 16 | $20,920,803 | June 30, 2026 |
| TPG Financial Advisors, LLC | $334,823,946 | 81 | $4,133,629 | June 30, 2026 |
| Pennant Investors, LP | $334,935,146 | 16 | $20,933,447 | June 30, 2026 |
| Hudson Value Partners, LLC | $335,093,478 | 101 | $3,317,757 | March 31, 2026 Previous quarter |
| KELLY LAWRENCE W & ASSOCIATES INC/CA | $335,245,064 | 124 | $2,703,589 | March 31, 2026 Previous quarter |
| Jessup Wealth Management, Inc | $335,250,363 | 81 | $4,138,893 | June 30, 2026 |
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