Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 3351 | AUSTIN ASSET MANAGEMENT CO INC | 04-26-2024 | 03-31-2024 | 64 | 470,724,513 |
| 3352 | PETERSON WEALTH ADVISORS LLC | 04-15-2024 | 03-31-2024 | 68 | 470,609,343 |
| 3353 | CFO4LIFE LP | 01-11-2023 | 12-31-2022 | 176 | 470,503,453 |
| 3354 | JANICZEK WEALTH MANAGEMENT LLC | 04-15-2024 | 03-31-2024 | 1091 | 469,713,721 |
| 3355 | BAKER CHAD R | 04-17-2024 | 03-31-2024 | 53 | 469,576,671 |
