Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
1001 E OHMAN J:OR ASSET MANAGEMENT AB 08-12-2024 06-30-2024 415 4,030,184,332
1002 DAKOTA WEALTH MANAGEMENT 04-24-2024 03-31-2024 721 4,027,902,749
1003 SOUTHPOINT CAPITAL ADVISORS LP 08-14-2024 06-30-2024 45 4,019,174,933
1004 FORVIS MAZARS WEALTH ADVISORS LLC 08-09-2024 06-30-2024 399 4,006,578,917
1005 BADGLEY PHELPS WEALTH MANAGERS LLC 05-15-2024 03-31-2024 376 3,997,530,395
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