Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
1701 ASHFORD CAPITAL MANAGEMENT INC 11-15-2019 09-30-2019 97 691,729,000
1702 GOLDENTREE ASSET MANAGEMENT LP 11-14-2019 09-30-2019 27 691,234,000
1703 EAGLE RIDGE INVESTMENT MANAGEMENT 10-30-2019 09-30-2019 153 690,141,000
1704 CONSERVEST CAPITAL ADVISORS INC 10-18-2019 09-30-2019 78 689,630,000
1705 WEALTHCARE ADVISORY PARTNERS LLC 10-16-2019 09-30-2019 1398 689,128,000
1706 DAI-ICHI LIFE HOLDINGS INC 11-12-2019 09-30-2019 1 688,824,000
1707 MAIN MANAGEMENT LLC 08-08-2019 06-30-2019 86 687,696,000
1708 SKYLANDS CAPITAL LLC 10-29-2019 09-30-2019 139 687,593,000
1709 CROW POINT PARTNERS LLC 10-09-2019 09-30-2019 125 687,293,000
1710 HIGHLINE CAPITAL MANAGEMENT LP 11-14-2019 09-30-2019 25 685,368,000
1711 EXECUTIVE WEALTH MANAGEMENT LLC 10-30-2019 09-30-2019 922 685,221,000
1712 HIGHBRIDGE CAPITAL MANAGEMENT LLC 11-14-2019 09-30-2019 79 684,993,000
1713 FIDELITY NATIONAL FINANCIAL INC 11-06-2019 09-30-2019 29 683,682,000
1714 PALISADE ASSET MANAGEMENT LLC 01-16-2020 12-31-2019 176 683,566,000
1715 ZIONS BANCORPORATION NA 07-09-2019 06-30-2019 937 683,005,000
1716 SWISS RE LTD 11-14-2019 09-30-2019 5 682,396,000
1717 IRONVINE CAPITAL PARTNERS LLC 10-24-2019 09-30-2019 59 681,449,000
1718 TAIREN CAPITAL LTD 11-14-2019 09-30-2019 40 679,597,000
1719 KEMPER CORP 08-09-2019 06-30-2019 51 679,406,000
1720 DORSEY & WHITNEY TRUST CO LLC 11-08-2019 09-30-2019 2030 679,062,000
1721 HERITAGE WEALTH ADVISORS 10-30-2019 09-30-2019 442 678,586,000
1722 ICON ADVISERS INC/CO 11-01-2019 09-30-2019 290 677,838,000
1723 ACG WEALTH 10-28-2019 09-30-2019 338 677,725,000
1724 FRONTIER WEALTH MANAGEMENT LLC 11-07-2019 09-30-2019 309 676,974,000
1725 ALEXANDRIA CAPITAL LLC 11-01-2019 09-30-2019 249 675,626,000
1726 ABNER HERRMAN & BROCK LLC 01-10-2020 12-31-2019 137 671,975,000
1727 YCG LLC 10-16-2019 09-30-2019 40 671,712,000
1728 SAGE FINANCIAL GROUP INC 11-04-2019 09-30-2019 65 671,323,000
1729 WINTRUST INVESTMENTS LLC 11-07-2019 09-30-2019 405 670,408,000
1730 MFN PARTNERS MANAGEMENT LP 11-14-2019 09-30-2019 14 668,924,000
1731 J L BAINBRIDGE & CO INC 11-13-2019 09-30-2019 80 668,815,000
1732 TB ALTERNATIVE ASSETS LTD 10-17-2019 09-30-2019 28 668,728,000
1733 GUARDIAN LIFE INSURANCE CO OF AMERICA 11-12-2019 09-30-2019 528 668,382,000
1734 BOYS ARNOLD & CO INC 10-22-2019 09-30-2019 267 668,274,000
1735 AVIANCE CAPITAL MANAGEMENT LLC 05-15-2019 03-31-2019 248 668,246,000
1736 GARDNER LEWIS ASSET MANAGEMENT L P 11-14-2019 09-30-2019 81 667,794,000
1737 STRATEGIC INVESTMENT MANAGEMENT LLC 11-12-2019 09-30-2019 16 667,627,000
1738 FORMULA GROWTH LTD 11-14-2019 09-30-2019 147 667,405,000
1739 THIRD SECURITY LLC 11-13-2019 09-30-2019 14 667,285,000
1740 PROVIDENT INVESTMENT MANAGEMENT INC 11-06-2019 09-30-2019 53 667,204,000
1741 GRASSI INVESTMENT MANAGEMENT 10-04-2019 09-30-2019 120 667,131,000
1742 CAMBRIA INVESTMENT MANAGEMENT LP 11-12-2019 09-30-2019 225 667,056,000
1743 BEESE FULMER INVESTMENT MANAGEMENT INC 11-01-2019 09-30-2019 207 665,710,000
1744 MURPHY CAPITAL MANAGEMENT INC 10-11-2019 09-30-2019 232 665,470,000
1745 CENTRAL SECURITIES CORP 11-12-2019 09-30-2019 34 664,922,000
1746 MONARCH PARTNERS ASSET MANAGEMENT LLC 11-04-2019 09-30-2019 166 664,682,000
1747 BALDWIN BROTHERS INC/MA 10-09-2019 09-30-2019 609 664,283,000
1748 O'SHARES INVESTMENT ADVISERS LLC 11-12-2019 09-30-2019 335 664,056,000
1749 KLS DIVERSIFIED ASSET MANAGEMENT LP 11-13-2019 09-30-2019 13 663,636,000
1750 BS PENSION FUND TRUSTEE LTD ACTING FOR THE BRITISH STEEL PENSION FUND 08-15-2019 06-30-2019 173 661,683,000
1751 FIRST LIGHT ASSET MANAGEMENT LLC 11-14-2019 09-30-2019 71 661,520,000
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