Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 5301 | WJ WEALTH MANAGEMENT LLC | 10-10-2023 | 09-30-2023 | 64 | 205,843,440 |
| 5302 | INSTITUTIONAL VENTURE MANAGEMENT XV LLC | 02-13-2024 | 12-31-2023 | 5 | 205,798,686 |
| 5303 | BEACON FINANCIAL ADVISORY LLC | 05-01-2024 | 03-31-2024 | 241 | 205,676,541 |
| 5304 | LUMBARD & KELLNER LLC | 05-16-2024 | 03-31-2024 | 71 | 205,542,821 |
| 5305 | SHARE ANDREW L | 05-10-2024 | 03-31-2024 | 13 | 205,498,708 |
