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
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