Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
1701 GODSEY & GIBB ASSOCIATES 08-07-2019 06-30-2019 89 694,069,000
1702 FINE CAPITAL PARTNERS LP 05-14-2019 03-31-2019 14 692,846,000
1703 BLUEFIN TRADING LLC 05-15-2019 03-31-2019 391 691,759,000
1704 INDEPENDENT ADVISOR ALLIANCE 08-09-2019 06-30-2019 502 691,078,000
1705 0 0
1706 FIDELITY NATIONAL FINANCIAL INC 08-06-2019 06-30-2019 29 689,810,000
1707 ALTIUM WEALTH MANAGEMENT LLC 07-17-2019 06-30-2019 281 689,564,000
1708 RAGING CAPITAL MANAGEMENT LLC 05-15-2019 03-31-2019 45 689,252,000
1709 EAGLE RIDGE INVESTMENT MANAGEMENT 07-31-2019 06-30-2019 156 688,951,000
1710 POLYGON MANAGEMENT LTD 08-14-2019 06-30-2019 58 688,865,000
1711 IHT WEALTH MANAGEMENT LLC 08-11-2019 06-30-2019 545 688,689,000
1712 BOYS ARNOLD & CO INC 08-01-2019 06-30-2019 267 688,628,000
1713 CAXTON ASSOCIATES LP 05-15-2019 03-31-2019 366 688,475,000
1714 COASTLINE TRUST CO 07-18-2019 06-30-2019 549 687,932,000
1715 PICTET NORTH AMERICA ADVISORS SA 08-07-2019 06-30-2019 151 687,918,000
1716 MAIN MANAGEMENT LLC 08-08-2019 06-30-2019 86 687,696,000
1717 JOEL ISAACSON & CO LLC 07-10-2019 06-30-2019 208 687,051,000
1718 LA FINANCIERE DE L'ECHIQUIER 08-12-2019 06-30-2019 51 684,521,000
1719 CAMPBELL NEWMAN ASSET MANAGEMENT INC 07-24-2019 06-30-2019 161 684,337,000
1720 MEIJI YASUDA LIFE INSURANCE CO 08-14-2019 06-30-2019 305 684,186,000
1721 ARGA INVESTMENT MANAGEMENT LP 07-31-2019 06-30-2019 57 683,530,000
1722 PATRIOT WEALTH MANAGEMENT INC 01-04-2019 12-31-2018 77 683,168,000
1723 ZIONS BANCORPORATION NA 07-09-2019 06-30-2019 937 683,005,000
1724 0 0
1725 CONSERVEST CAPITAL ADVISORS INC 07-10-2019 06-30-2019 79 681,522,000
1726 CARNICK & KUBIK GROUP LLC 07-29-2019 06-30-2019 231 680,297,000
1727 KEMPER CORP 08-09-2019 06-30-2019 51 679,406,000
1728 CAPITAL INVESTMENT SERVICES OF AMERICA INC 07-12-2019 06-30-2019 67 679,304,000
1729 BALDWIN BROTHERS INC/MA 07-18-2019 06-30-2019 602 678,622,000
1730 AJ WEALTH STRATEGIES LLC 08-19-2019 06-30-2019 106 678,370,000
1731 GRASSI INVESTMENT MANAGEMENT 07-10-2019 06-30-2019 119 677,504,000
1732 SEPIO CAPITAL LLC 05-13-2019 03-31-2019 184 676,255,000
1733 CRYDER CAPITAL PARTNERS LLP 08-06-2019 06-30-2019 9 676,035,000
1734 SAGE FINANCIAL GROUP INC 07-24-2019 06-30-2019 71 675,100,000
1735 DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA 05-06-2019 03-31-2019 9 674,719,000
1736 LONE STAR GLOBAL ACQUISITIONS LTD 07-14-2019 06-30-2019 2 672,353,000
1737 WARREN AVERETT ASSET MANAGEMENT LLC 08-12-2019 06-30-2019 129 671,445,000
1738 VAN DEN BERG MANAGEMENT I INC 08-14-2019 06-30-2019 61 670,776,000
1739 CLAYTON DUBILIER & RICE LLC 02-13-2019 12-31-2018 8 670,042,000
1740 MURPHY CAPITAL MANAGEMENT INC 07-22-2019 06-30-2019 239 670,042,000
1741 FORE CAPITAL LLC 8-12-2019 06-30-2019 71 669,862,000
1742 BARTON INVESTMENT MANAGEMENT 07-18-2019 06-30-2019 40 669,073,000
1743 DENALI ADVISORS LLC 07-05-2019 06-30-2019 300 668,854,000
1744 FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT INC 08-08-2019 06-30-2019 169 668,849,000
1745 AVIANCE CAPITAL MANAGEMENT LLC 05-15-2019 03-31-2019 248 668,246,000
1746 WENDELL DAVID ASSOCIATES INC 07-16-2019 06-30-2019 154 666,494,000
1747 FOUNDATIONS INVESTMENT ADVISORS LLC 07-05-2019 06-30-2019 119 665,773,000
1748 SPIRIT OF AMERICA MANAGEMENT CORP/NY 07-15-2019 06-30-2019 332 665,769,000
1749 PIER CAPITAL LLC 04-23-2019 03-31-2019 104 664,582,000
1750 WEALTHPLAN PARTNERS LLC 08-15-2019 06-30-2019 356 664,280,000
1751 SARISSA CAPITAL MANAGEMENT LP 05-15-2019 03-31-2019 11 664,251,000
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