Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Goepper Burkhardt LLC | $333,074,283 | 99 | $3,364,387 | June 30, 2026 |
| Ducere Wealth Management LLC | $332,569,300 | 135 | $2,463,476 | June 30, 2026 |
| Joseph P. Lucia & Associates, LLC | $332,557,554 | 188 | $1,768,923 | June 30, 2026 |
| VISTA INVESTMENT MANAGEMENT | $332,555,223 | 178 | $1,868,288 | June 30, 2026 |
| Steadview Capital Management LLC | $332,517,886 | 14 | $23,751,278 | June 30, 2026 |
| Tandem Financial, LLC | $332,438,549 | 101 | $3,291,471 | June 30, 2026 |
| Canopy Partners, LLC | $332,430,028 | 256 | $1,298,555 | June 30, 2026 |
| MASTER'S WEALTH MANAGEMENT INC. | $332,327,816 | 91 | $3,651,954 | June 30, 2026 |
| Gallatin Point Capital LLC | $332,303,050 | 3 | $110,767,683 | June 30, 2026 |
| AMERICAN ASSETS INC | $332,288,362 | 12 | $27,690,697 | June 30, 2026 |
| P-Solve LLC | $332,211,446 | 25 | $13,288,458 | Dec. 31, 2024 Stale |
| Hidden Lake Asset Management LP | $332,205,873 | 24 | $13,841,911 | June 30, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | $332,182,265 | 190 | $1,748,328 | June 30, 2026 |
| Court Place Advisors, LLC | $332,148,894 | 147 | $2,259,516 | Sept. 30, 2025 Stale |
| O'Brien Greene & Co. Inc | $332,125,529 | 141 | $2,355,500 | June 30, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | $332,075,218 | 104 | $3,193,031 | Dec. 31, 2025 Stale |
| Prodigy Asset Management LLC | $332,056,149 | 29 | $11,450,212 | June 30, 2026 |
| BCS Private Wealth Management, Inc. | $332,053,501 | 187 | $1,775,687 | June 30, 2026 |
| Advantage Alpha Capital Partners LP | $331,909,237 | 130 | $2,553,148 | Sept. 30, 2025 Stale |
| Precision Wealth Strategies, LLC | $331,849,312 | 170 | $1,952,055 | June 30, 2026 |
| Legacy Capital Group California, Inc. | $331,752,693 | 299 | $1,109,541 | June 30, 2026 |
| Mayfair Advisory Group, LLC | $331,726,372 | 185 | $1,793,116 | June 30, 2026 |
| Left Brain Wealth Management, LLC | $331,656,927 | 99 | $3,350,070 | June 30, 2026 |
| Argentarii, LLC | $331,608,263 | 213 | $1,556,846 | June 30, 2026 |
| SERENITY CAPITAL MANAGEMENT PTE. LTD. | $331,590,251 | 11 | $30,144,568 | June 30, 2026 |
| L.K. Benson & Company, P.C. | $331,523,092 | 115 | $2,882,809 | June 30, 2026 |
| Long Corridor Asset Management Ltd | $331,478,002 | 35 | $9,470,800 | June 30, 2026 |
| Foundation Wealth Management, LLC\PA | $331,341,265 | 105 | $3,155,631 | June 30, 2026 |
| Goodlander Investment Management, LLC | $331,267,415 | 15 | $22,084,494 | June 30, 2026 |
| FLAGSTAR SECURITIES, INC | $331,171,923 | 177 | $1,871,028 | June 30, 2026 |
| Crow's Nest Holdings LP | $330,654,220 | 11 | $30,059,475 | June 30, 2026 |
| CLOVERFIELDS CAPITAL GROUP, LP | $330,613,361 | 90 | $3,673,482 | June 30, 2026 |
| Camarda Financial Advisors, LLC | $330,552,246 | 122 | $2,709,445 | June 30, 2026 |
| Rhino Investment Partners, Inc | $330,549,525 | 32 | $10,329,673 | June 30, 2026 |
| HSG Holding Ltd | $330,499,976 | 20 | $16,524,999 | June 30, 2026 |
| Laura & John Arnold Foundation | $330,453,665 | 5 | $66,090,733 | June 30, 2026 |
| Bell & Brown Wealth Advisors, LLC | $330,124,524 | 73 | $4,522,254 | June 30, 2026 |
| Norman Fields, Gottscho Capital Management, LLC | $330,106,243 | 64 | $5,157,910 | June 30, 2026 |
| C Partners Holding GmbH | $329,931,366 | 15 | $21,995,424 | June 30, 2026 |
| Lumbard & Kellner, LLC | $329,874,200 | 108 | $3,054,391 | June 30, 2026 |
| MONTGOMERY INVESTMENT MANAGEMENT INC | $329,512,863 | 108 | $3,051,045 | June 30, 2026 |
| Iyo Bank, Ltd. | $329,490,633 | 32 | $10,296,582 | June 30, 2026 |
| Windward Management LP | $329,454,807 | 13 | $25,342,677 | June 30, 2026 |
| Tikvah Management LLC | $329,193,853 | 19 | $17,325,992 | June 30, 2026 |
| Providence Equity Partners L.L.C. | $329,165,592 | 3 | $109,721,864 | June 30, 2026 |
| United Bank | $328,856,824 | 122 | $2,695,548 | June 30, 2026 |
| Buttonwood Financial Advisors Inc. | $328,718,229 | 110 | $2,988,348 | June 30, 2026 |
| Omega Financial Group, LLC | $328,637,374 | 91 | $3,611,400 | June 30, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | $328,588,111 | 116 | $2,832,656 | June 30, 2026 |
| EDENTREE ASSET MANAGEMENT Ltd | $328,476,178 | 66 | $4,976,912 | June 30, 2026 |
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