Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 1951 | IFG ADVISORY LLC | 08-06-2019 | 06-30-2019 | 343 | 563,819,000 |
| 1952 | 361 CAPITAL LLC | 08-07-2019 | 06-30-2019 | 306 | 563,395,000 |
| 1953 | STONEBRIDGE CAPITAL ADVISORS LLC | 08-15-2019 | 06-30-2019 | 959 | 562,710,000 |
| 1954 | CAT ROCK CAPITAL MANAGEMENT LP | 08-14-2019 | 06-30-2019 | 11 | 562,638,000 |
| 1955 | CITY FINANCIAL INVESTMENT CO LTD | 02-13-2019 | 12-31-2018 | 124 | 562,280,000 |
| 1956 | BROUWER & JANACHOWSKI LLC | 08-12-2019 | 06-30-2019 | 51 | 561,496,000 |
| 1957 | MARCO INVESTMENT MANAGEMENT LLC | 08-06-2019 | 06-30-2019 | 179 | 560,632,000 |
| 1958 | SUMMIT PARTNERS L P | 08-01-2019 | 06-30-2019 | 8 | 560,199,000 |
| 1959 | 0 | 0 | |||
| 1960 | STIEVEN CAPITAL ADVISORS LP | 08-09-2019 | 06-30-2019 | 57 | 559,317,000 |
| 1961 | NBT BANK N A /NY | 08-06-2019 | 06-30-2019 | 359 | 558,872,000 |
| 1962 | PENSIONFUND DSM NETHERLANDS | 07-02-2019 | 06-30-2019 | 209 | 558,553,000 |
| 1963 | HORAN CAPITAL MANAGEMENT | 07-17-2019 | 06-30-2019 | 60 | 558,529,000 |
| 1964 | SILVANT CAPITAL MANAGEMENT LLC | 08-09-2019 | 06-30-2019 | 427 | 558,294,000 |
| 1965 | PURE FINANCIAL ADVISORS INC | 07-11-2019 | 06-30-2019 | 135 | 557,727,000 |
| 1966 | NELSON VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP LLC | 08-14-2019 | 06-30-2019 | 961 | 557,530,000 |
| 1967 | CALLAHAN ADVISORS LLC | 07-16-2019 | 06-30-2019 | 137 | 557,224,000 |
| 1968 | PRANA CAPITAL MANAGEMENT LP | 08-14-2019 | 06-30-2019 | 51 | 557,056,000 |
| 1969 | STEWART & PATTEN CO LLC | 07-17-2019 | 06-30-2019 | 141 | 556,930,000 |
| 1970 | CORNERSTONE WEALTH MANAGEMENT LLC | 08-02-2019 | 06-30-2019 | 509 | 556,741,000 |
| 1971 | NACHMAN NORWOOD & PARROTT INC | 07-09-2019 | 06-30-2019 | 260 | 555,782,000 |
| 1972 | LEGACY WEALTH MANAGEMENT INC | 07-16-2019 | 06-30-2019 | 12 | 554,695,000 |
| 1973 | THOMAS WHITE INTERNATIONAL LTD | 05-08-2019 | 03-31-2019 | 245 | 554,123,000 |
| 1974 | BCJ CAPITAL MANAGEMENT LLC | 05-14-2019 | 03-31-2019 | 112 | 553,873,000 |
| 1975 | FIDUCIARY GROUP LLC | 08-05-2019 | 06-30-2019 | 189 | 552,784,000 |
| 1976 | COLONIAL TRUST ADVISORS | 08-20-2019 | 06-30-2019 | 202 | 552,523,000 |
| 1977 | CLEARWATER CAPITAL ADVISORS LLC | 07-26-2019 | 06-30-2019 | 183 | 550,708,000 |
| 1978 | OBERWEIS ASSET MANAGEMENT INC/ | 08-14-2019 | 06-30-2019 | 196 | 550,433,000 |
| 1979 | JBF CAPITAL INC | 08-09-2019 | 06-30-2019 | 81 | 550,201,000 |
| 1980 | CRESCENT PARK MANAGEMENT LP | 08-13-2019 | 06-30-2019 | 25 | 549,856,000 |
| 1981 | PERMIAN INVESTMENT PARTNERS LP | 05-15-2019 | 03-31-2019 | 8 | 549,712,000 |
| 1982 | NORTHSTAR INVESTMENT ADVISORS LLC | 07-16-2019 | 06-30-2019 | 120 | 549,679,000 |
| 1983 | SKYLINE ASSET MANAGEMENT LP | 07-17-2019 | 06-30-2019 | 57 | 549,299,000 |
| 1984 | ANCIENT ART LP | 05-15-2019 | 03-31-2019 | 15 | 549,251,000 |
| 1985 | PRIME CAPITAL INVESTMENT ADVISORS LLC | 08-06-2019 | 06-30-2019 | 357 | 548,308,000 |
| 1986 | ROYAL BANK OF SCOTLAND GROUP PLC | 07-25-2019 | 06-30-2019 | 143 | 547,884,000 |
| 1987 | MODERA WEALTH MANAGEMENT LLC | 08-07-2019 | 06-30-2019 | 144 | 547,820,000 |
| 1988 | NEWSQUARE CAPITAL LLC | 08-20-2019 | 06-30-2019 | 357 | 547,802,000 |
| 1989 | STEARNS FINANCIAL SERVICES GROUP | 08-14-2019 | 06-30-2019 | 178 | 547,687,000 |
| 1990 | PLANNING ALTERNATIVES LTD /ADV | 07-19-2019 | 06-30-2019 | 51 | 547,414,000 |
| 1991 | STRATEGIC VALUE PARTNERS LLC | 08-14-2019 | 06-30-2019 | 8 | 547,238,000 |
| 1992 | SEATOWN HOLDINGS PTE LTD | 07-31-2019 | 06-30-2019 | 49 | 547,054,000 |
| 1993 | NJ STATE EMPLOYEES DEFERRED COMPENSATION PLAN | 10-18-2019 | 09-30-2019 | 533 | 546,854,000 |
| 1994 | PHILLIPS FINANCIAL MANAGEMENT LLC | 08-06-2019 | 06-30-2019 | 76 | 546,024,000 |
| 1995 | KAYS FINANCIAL ADVISORY CORP /ADV | 07-24-2019 | 06-30-2019 | 120 | 546,012,000 |
| 1996 | NORTH POINT PORTFOLIO MANAGERS CORP/OH | 08-02-2019 | 06-30-2019 | 75 | 545,685,000 |
| 1997 | ARCHON CAPITAL MANAGEMENT LLC | 08-14-2019 | 06-30-2019 | 30 | 545,133,000 |
| 1998 | WELD CAPITAL MANAGEMENT LLC | 08-14-2019 | 06-30-2019 | 706 | 544,401,000 |
| 1999 | CONNABLE OFFICE INC | 08-06-2019 | 06-30-2019 | 180 | 544,191,000 |
| 2000 | DSC ADVISORS LP | 05-15-2019 | 03-31-2019 | 81 | 544,166,000 |
| 2001 | CANANDAIGUA NATIONAL BANK & TRUST CO | 06-30-2019 | 06-30-2019 | 282 | 543,061,000 |