Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 1901 | PURE FINANCIAL ADVISORS INC | 01-09-2020 | 12-31-2019 | 136 | 585,422,000 |
| 1902 | FIRST BUSINESS FINANCIAL SERVICES INC | 10-29-2019 | 09-30-2019 | 118 | 584,991,000 |
| 1903 | LAUREL WEALTH ADVISORS INC | 11-13-2019 | 09-30-2019 | 436 | 584,699,000 |
| 1904 | NOVO HOLDINGS A/S | 11-14-2019 | 09-30-2019 | 29 | 583,699,000 |
| 1905 | H2O AM LLP | 11-08-2019 | 09-30-2019 | 146 | 583,656,000 |
| 1906 | DAKOTA WEALTH MANAGEMENT | 11-12-2019 | 09-30-2019 | 389 | 580,936,000 |
| 1907 | CAPITAL INTERNATIONAL SARL | 11-14-2019 | 09-30-2019 | 140 | 580,577,000 |
| 1908 | STONEBRIDGE CAPITAL ADVISORS LLC | 11-12-2019 | 09-30-2019 | 916 | 579,761,000 |
| 1909 | SECTORAL ASSET MANAGEMENT INC | 11-14-2019 | 09-30-2019 | 63 | 579,649,000 |
| 1910 | TRUE PRIVATE WEALTH ADVISORS | 10-08-2019 | 09-30-2019 | 209 | 578,989,000 |
| 1911 | VAN DEN BERG MANAGEMENT I INC | 11-14-2019 | 09-30-2019 | 59 | 577,922,000 |
| 1912 | OPTI CAPITAL MANAGEMENT LP | 11-14-2019 | 09-30-2019 | 29 | 577,843,000 |
| 1913 | BARDIN HILL MANAGEMENT PARTNERS LP | 11-12-2019 | 09-30-2019 | 82 | 576,545,000 |
| 1914 | SHANNON RIVER FUND MANAGEMENT LLC | 11-14-2019 | 09-30-2019 | 24 | 575,662,000 |
| 1915 | PRIVATE CAPITAL MANAGEMENT LLC | 11-14-2019 | 09-30-2019 | 48 | 575,377,000 |
| 1916 | OPUS INVESTMENT MANAGEMENT INC | 11-07-2019 | 09-30-2019 | 105 | 575,198,000 |
| 1917 | GLOBAL ALPHA CAPITAL MANAGEMENT LTD | 08-07-2019 | 06-30-2019 | 38 | 574,850,000 |
| 1918 | RESOURCE MANAGEMENT LLC | 10-29-2019 | 09-30-2019 | 143 | 573,352,000 |
| 1919 | BROUWER & JANACHOWSKI LLC | 10-02-2019 | 09-30-2019 | 49 | 573,021,000 |
| 1920 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 01-16-2020 | 12-31-2019 | 318 | 572,766,000 |
| 1921 | CALLAHAN ADVISORS LLC | 10-21-2019 | 09-30-2019 | 134 | 572,513,000 |
| 1922 | STEWART & PATTEN CO LLC | 10-16-2019 | 09-30-2019 | 140 | 572,446,000 |
| 1923 | GFW ENERGY XI LP | 08-14-2019 | 06-30-2019 | 2 | 572,000,000 |
| 1924 | CEVIAN CAPITAL II GP LTD | 11-14-2019 | 09-30-2019 | 2 | 571,755,000 |
| 1925 | NBT BANK N A /NY | 11-07-2019 | 09-30-2019 | 360 | 571,197,000 |
| 1926 | KENTUCKY RETIREMENT SYSTEMS INSURANCE TRUST FUND | 11-05-2019 | 09-30-2019 | 437 | 571,149,000 |
| 1927 | CHARLES-LIM CAPITAL LTD | 08-13-2019 | 06-30-2019 | 3 | 570,547,000 |
| 1928 | HOWE & RUSLING INC | 10-21-2019 | 09-30-2019 | 841 | 570,539,000 |
| 1929 | SELZ CAPITAL LLC | 01-16-2020 | 12-31-2019 | 62 | 569,757,000 |
| 1930 | BIGLARI CAPITAL CORP | 11-14-2019 | 09-30-2019 | 16 | 569,668,000 |
| 1931 | PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO LLC | 08-14-2019 | 06-30-2019 | 43 | 569,477,000 |
| 1932 | PHILLIPS FINANCIAL MANAGEMENT LLC | 11-01-2019 | 09-30-2019 | 76 | 568,706,000 |
| 1933 | THOMAS WHITE INTERNATIONAL LTD | 08-12-2019 | 06-30-2019 | 245 | 567,987,000 |
| 1934 | NORTHCAPE CAPITAL PTY LTD | 11-12-2019 | 09-30-2019 | 17 | 567,130,000 |
| 1935 | CANANDAIGUA NATIONAL BANK & TRUST CO | 09-30-2019 | 09-30-2019 | 282 | 566,747,000 |
| 1936 | JOHO CAPITAL LLC | 11-14-2019 | 09-30-2019 | 11 | 566,234,000 |
| 1937 | STEARNS FINANCIAL SERVICES GROUP | 11-14-2019 | 09-30-2019 | 172 | 566,228,000 |
| 1938 | CLEARWATER CAPITAL ADVISORS LLC | 11-04-2019 | 09-30-2019 | 177 | 566,072,000 |
| 1939 | FORWARD MANAGEMENT LLC | 07-15-2019 | 06-30-2019 | 48 | 565,943,000 |
| 1940 | PETRUS TRUST COMPANY LTA | 11-14-2019 | 09-30-2019 | 269 | 565,484,000 |
| 1941 | PRIVATE ASSET MANAGEMENT INC | 10-01-2019 | 09-30-2019 | 133 | 565,461,000 |
| 1942 | MATRIX ASSET ADVISORS INC/NY | 11-12-2019 | 09-30-2019 | 75 | 565,425,000 |
| 1943 | CORTLAND ASSOCIATES INC/MO | 11-07-2019 | 09-30-2019 | 52 | 565,242,000 |
| 1944 | CARNICK & KUBIK GROUP LLC | 10-22-2019 | 09-30-2019 | 210 | 563,422,000 |
| 1945 | 361 CAPITAL LLC | 08-07-2019 | 06-30-2019 | 306 | 563,395,000 |
| 1946 | TYGH CAPITAL MANAGEMENT INC | 11-05-2019 | 09-30-2019 | 77 | 563,271,000 |
| 1947 | MARBLE HARBOR INVESTMENT COUNSEL LLC | 11-06-2019 | 09-30-2019 | 145 | 563,235,000 |
| 1948 | FLIPPIN BRUCE & PORTER INC | 11-04-2019 | 09-30-2019 | 78 | 562,358,000 |
| 1949 | ALLY FINANCIAL INC | 11-13-2019 | 09-30-2019 | 104 | 562,294,000 |
| 1950 | FINE CAPITAL PARTNERS LP | 08-13-2019 | 06-30-2019 | 11 | 561,504,000 |
| 1951 | CDAM (UK) LTD | 11-13-2019 | 09-30-2019 | 15 | 561,485,000 |