Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 1201 | HERITAGE INVESTORS MANAGEMENT CORP | 07-30-2024 | 06-30-2024 | 252 | 2,863,204,000 |
| 1202 | WEALTHSIMPLE INC | 11-07-2022 | 09-30-2022 | 38 | 2,687,321,000 |
| 1203 | OWL CREEK ASSET MANAGEMENT LP | 08-15-2022 | 06-30-2022 | 506 | 2,857,958,000 |
| 1204 | QUOTIENT WEALTH PARTNERS LLC | 07-24-2024 | 06-30-2024 | 303 | 2,856,435,163 |
| 1205 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 05-03-2023 | 03-31-2023 | 315 | 2,850,438,000 |
