Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
1751 BALDWIN BROTHERS INC/MA 10-09-2019 09-30-2019 609 664,283,000
1752 O'SHARES INVESTMENT ADVISERS LLC 11-12-2019 09-30-2019 335 664,056,000
1753 KLS DIVERSIFIED ASSET MANAGEMENT LP 11-13-2019 09-30-2019 13 663,636,000
1754 BS PENSION FUND TRUSTEE LTD ACTING FOR THE BRITISH STEEL PENSION FUND 08-15-2019 06-30-2019 173 661,683,000
1755 FIRST LIGHT ASSET MANAGEMENT LLC 11-14-2019 09-30-2019 71 661,520,000
1756 CAPITAL INTERNATIONAL LTD /CA/ 11-14-2019 09-30-2019 137 661,103,000
1757 GUINNESS ASSET MANAGEMENT LTD 10-28-2019 09-30-2019 104 659,151,000
1758 BLUESHIFT ASSET MANAGEMENT LLC 11-12-2019 09-30-2019 689 658,033,000
1759 ALLEN HOLDING INC /NY 11-06-2019 09-30-2019 9 657,337,000
1760 GOBI CAPITAL LLC 11-14-2019 09-30-2019 12 656,791,000
1761 STEINBERG GLOBAL ASSET MANAGEMENT 04-15-2019 03-31-2019 221 656,668,000
1762 GODSEY & GIBB ASSOCIATES 11-13-2019 09-30-2019 90 656,361,000
1763 BBR PARTNERS LLC 11-12-2019 09-30-2019 135 656,042,000
1764 DUBUQUE BANK & TRUST CO 01-14-2020 12-31-2019 283 655,616,000
1765 LONE STAR GLOBAL ACQUISITIONS LTD 11-13-2019 09-30-2019 2 654,950,000
1766 ENDURANCE WEALTH MANAGEMENT INC 01-09-2020 12-31-2019 620 653,709,000
1767 SILVERBACK ASSET MANAGEMENT LLC 11-14-2019 09-30-2019 49 653,440,000
1768 GLOBAL RETIREMENT PARTNERS LLC 01-23-2020 12-31-2019 1659 652,871,000
1769 CHIRON INVESTMENT MANAGEMENT LLC 11-14-2019 09-30-2019 52 652,789,000
1770 TRUE PRIVATE WEALTH ADVISORS 01-16-2020 12-31-2019 835 652,259,000
1771 ESTATE COUNSELORS LLC 10-28-2019 09-30-2019 68 651,366,000
1772 BELL ASSET MANAGEMENT LTD 11-13-2019 09-30-2019 66 651,172,000
1773 QUADRANT CAPITAL GROUP LLC 10-22-2019 09-30-2019 18761 649,968,000
1774 SHAOLIN CAPITAL MANAGEMENT LLC 11-13-2019 09-30-2019 137 649,857,000
1775 PERPETUAL LTD 10-07-2019 09-30-2019 164 649,611,000
1776 FTB ADVISORS INC 01-06-2020 12-31-2019 973 649,231,000
1777 MIDDLETON & CO INC/MA 10-21-2019 09-30-2019 161 648,709,000
1778 RANDOLPH CO INC 01-27-2020 12-31-2019 38 648,473,000
1779 OAKMONT CORP 11-06-2019 09-30-2019 19 647,853,000
1780 THOMASVILLE NATIONAL BANK 01-07-2020 12-31-2019 268 647,814,000
1781 WATERFRONT CAPITAL PARTNERS LLC 11-13-2019 09-30-2019 48 647,718,000
1782 SPHERA FUNDS MANAGEMENT LTD 11-13-2019 09-30-2019 80 647,319,000
1783 FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT INC 11-08-2019 09-30-2019 150 647,315,000
1784 BAINCO INTERNATIONAL INVESTORS 10-31-2019 09-30-2019 89 647,032,000
1785 PRIME CAPITAL INVESTMENT ADVISORS LLC 11-04-2019 09-30-2019 619 646,212,000
1786 GRIFFIN ASSET MANAGEMENT INC 11-05-2019 09-30-2019 268 645,482,000
1787 WE DONOGHUE & CO LLC 01-27-2020 12-31-2019 151 644,922,000
1788 DYNAMIC ADVISOR SOLUTIONS LLC 11-13-2019 09-30-2019 541 644,309,000
1789 BARTON INVESTMENT MANAGEMENT 01-22-2020 12-31-2019 42 643,776,000
1790 WOODSON CAPITAL MANAGEMENT LP 11-14-2019 09-30-2019 29 643,274,000
1791 CONDOR CAPITAL MANAGEMENT 11-05-2019 09-30-2019 185 643,269,000
1792 KCL CAPITAL LP 11-14-2019 09-30-2019 31 643,115,000
1793 LENOX WEALTH ADVISORS LLC 01-03-2020 12-31-2019 834 642,825,000
1794 CORNERSTONE CAPITAL INC 11-13-2019 09-30-2019 76 642,797,000
1795 PRIVATE WEALTH PARTNERS LLC 11-07-2019 09-30-2019 130 642,488,000
1796 GARDE CAPITAL INC 11-13-2019 09-30-2019 139 641,510,000
1797 ENDEAVOUR CAPITAL ADVISORS INC 11-14-2019 09-30-2019 52 639,787,000
1798 SUMMIT CREEK ADVISORS LLC 01-17-2020 12-31-2019 67 639,746,000
1799 NORTH AMERICAN MANAGEMENT CORP 11-13-2019 09-30-2019 122 639,572,000
1800 OLSTEIN CAPITAL MANAGEMENT LP 11-06-2019 09-30-2019 112 639,485,000
1801 TELEMARK ASSET MANAGEMENT LLC 11-14-2019 09-30-2019 38 639,397,000
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