Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
1851 WASHINGTON TRUST BANK 06-30-2019 06-30-2019 328 614,858,000
1852 MCF ADVISORS LLC 10-22-2019 09-30-2019 469 614,470,000
1853 CANTOR FITZGERALD INVESTMENT ADVISER LP 10-18-2019 09-30-2019 53 613,837,000
1854 GRATUS CAPITAL LLC 08-06-2019 06-30-2019 173 613,271,000
1855 IRONVINE CAPITAL PARTNERS LLC 07-26-2019 06-30-2019 60 612,058,000
1856 BOWLING PORTFOLIO MANAGEMENT LLC 07-25-2019 06-30-2019 312 611,415,000
1857 GARDE CAPITAL INC 08-20-2019 06-30-2019 143 611,009,000
1858 ESTABROOK CAPITAL MANAGEMENT 08-13-2019 06-30-2019 324 610,799,818
1859 DYNAMIC TECHNOLOGY LAB PRIVATE LTD 05-13-2019 03-31-2019 931 610,059,000
1860 PROVIDENT INVESTMENT MANAGEMENT INC 05-10-2019 03-31-2019 54 609,130,000
1861 OPTI CAPITAL MANAGEMENT LP 08-14-2019 06-30-2019 30 608,196,000
1862 WATERFRONT CAPITAL PARTNERS LLC 08-13-2019 06-30-2019 47 607,724,000
1863 LYNROCK LAKE LP 08-14-2019 06-30-2019 22 607,478,000
1864 BRAMSHILL INVESTMENTS LLC 05-14-2019 03-31-2019 106 605,699,000
1865 EVERENCE CAPITAL MANAGEMENT INC 08-02-2019 06-30-2019 644 604,975,000
1866 AH EQUITY PARTNERS III (PARALLEL) LLC 08-13-2019 06-30-2019 2 603,565,000
1867 HARVEY INVESTMENT CO LLC 10-21-2019 09-30-2019 88 603,554,000
1868 WELLINGTON SHIELDS CAPITAL MANAGEMENT LLC 08-08-2019 06-30-2019 280 603,499,000
1869 HUNTING HILL GLOBAL CAPITAL LLC 08-14-2019 06-30-2019 23 603,170,000
1870 NICOLA WEALTH MANAGEMENT LTD 08-09-2019 06-30-2019 98 602,930,000
1871 MCDANIEL TERRY & CO 08-12-2019 06-30-2019 64 602,843,000
1872 ENDURANCE WEALTH MANAGEMENT INC 10-17-2019 09-30-2019 631 602,578,000
1873 WINDHAM CAPITAL MANAGEMENT LLC 08-08-2019 06-30-2019 62 601,658,000
1874 NEWFOUNDLAND CAPITAL MANAGEMENT 05-15-2019 03-31-2019 42 601,376,000
1875 ONE CAPITAL MANAGEMENT LLC 10-21-2019 09-30-2019 172 600,409,000
1876 TRIGRAN INVESTMENTS INC 08-12-2019 06-30-2019 36 600,020,000
1877 UNITED BANK 08-12-2019 06-30-2019 276 598,351,000
1878 GREENBRIER PARTNERS CAPITAL MANAGEMENT LLC 08-09-2019 06-30-2019 15 596,961,000
1879 NOTTINGHAM ADVISORS INC 07-17-2019 06-30-2019 107 595,757,000
1880 SUMMIT CREEK ADVISORS LLC 07-19-2019 06-30-2019 56 595,663,000
1881 PM CAPITAL LTD 07-08-2019 06-30-2019 25 595,047,000
1882 INDEX VENTURE ASSOCIATES V LTD 08-14-2019 06-30-2019 3 594,963,000
1883 ARS INVESTMENT PARTNERS LLC 08-12-2019 06-30-2019 133 594,942,000
1884 CCM INVESTMENT ADVISERS LLC 08-05-2019 06-30-2019 70 594,630,000
1885 FRESHFORD CAPITAL MANAGEMENT LLC 08-14-2019 06-30-2019 57 594,292,000
1886 PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO LLC 05-15-2019 03-31-2019 42 594,034,000
1887 ASSET ADVISORS INVESTMENT MANAGEMENT LLC 07-25-2019 06-30-2019 94 594,005,000
1888 BALTIMORE-WASHINGTON FINANCIAL ADVISORS INC 07-23-2019 06-30-2019 105 593,893,000
1889 SUMMIT FINANCIAL LLC 08-01-2019 06-30-2019 44 592,683,824
1890 ARDEN TRUST CO 07-23-2019 06-30-2019 665 592,105,000
1891 WOODFORD INVESTMENT MANAGEMENT LTD 08-14-2019 06-30-2019 11 591,158,000
1892 MOUNT LUCAS MANAGEMENT LP 08-14-2019 06-30-2019 132 590,966,000
1893 INTRINSIC EDGE CAPITAL MANAGEMENT LLC 05-14-2019 03-31-2019 109 590,686,000
1894 TYGH CAPITAL MANAGEMENT INC 08-05-2019 06-30-2019 79 588,716,000
1895 PRIVATE ASSET MANAGEMENT INC 07-02-2019 06-30-2019 137 587,247,000
1896 HUNT LANE CAPITAL LP 08-14-2019 06-30-2019 24 587,127,000
1897 TRUE PRIVATE WEALTH ADVISORS 07-22-2019 06-30-2019 821 586,960,000
1898 BASKIN FINANCIAL SERVICES INC 07-24-2019 06-30-2019 44 586,748,000
1899 WEALTHCARE ADVISORY PARTNERS LLC 05-13-2019 03-31-2019 1278 586,305,000
1900 BEACON FINANCIAL GROUP 07-15-2019 06-30-2019 188 586,182,000
1901 KELLY LAWRENCE W & ASSOCIATES INC/CA 08-14-2019 06-30-2019 207 586,109,000
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