Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
2001 SINGAPORE TECHNOLOGIES TELEMEDIA PTE LTD 11-08-2019 09-30-2019 1 543,523,000
2002 ALPINE WOODS CAPITAL INVESTORS LLC 11-01-2019 09-30-2019 271 541,934,000
2003 BROADFIN CAPITAL LLC 11-14-2019 09-30-2019 44 540,905,000
2004 RESOURCES MANAGEMENT CORP /CT/ /ADV 12-04-2019 09-30-2019 520 540,602,000
2005 FRAGASSO GROUP INC 11-13-2019 09-30-2019 124 539,426,000
2006 JACOBS ASSET MANAGEMENT LLC 08-09-2019 06-30-2019 61 539,352,000
2007 BUCKINGHAM CAPITAL MANAGEMENT INC 11-11-2019 09-30-2019 130 538,586,000
2008 FUND EVALUATION GROUP LLC 11-12-2019 09-30-2019 20 537,269,000
2009 GIRARD PARTNERS LTD 11-01-2019 09-30-2019 212 537,137,000
2010 VESTOR CAPITAL LLC 11-20-2019 09-30-2019 123 536,181,000
2011 FORT LP 10-29-2019 09-30-2019 423 536,169,000
2012 FOYSTON GORDON & PAYNE INC 08-15-2019 06-30-2019 60 536,139,000
2013 DSAM PARTNERS (LONDON) LTD 11-14-2019 09-30-2019 63 535,728,000
2014 NWAM LLC 10-11-2019 09-30-2019 394 534,332,000
2015 SEACREST WEALTH MANAGEMENT LLC 10-15-2019 09-30-2019 544 534,217,000
2016 FISHMAN JAY A LTD/MI 11-05-2019 09-30-2019 83 533,640,896
2017 MAIN STREET RESEARCH LLC 10-21-2019 09-30-2019 94 533,139,000
2018 MAGNUS FINANCIAL GROUP LLC 11-08-2019 09-30-2019 539 533,067,000
2019 SAND GROVE CAPITAL MANAGEMENT LLP 11-14-2019 09-30-2019 12 532,311,000
2020 VISTA EQUITY PARTNERS MANAGEMENT LLC 08-14-2019 06-30-2019 29 530,306,000
2021 TRIGRAN INVESTMENTS INC 11-12-2019 09-30-2019 36 529,263,000
2022 AMERICAN FINANCIAL ADVISORS LLC 10-31-2019 09-30-2019 91 528,839,000
2023 BAYESIAN CAPITAL MANAGEMENT LP 11-13-2019 09-30-2019 501 528,719,000
2024 SG CAPITAL MANAGEMENT LLC 10-24-2019 09-30-2019 47 528,205,000
2025 BRANDYWINE OAK PRIVATE WEALTH LLC 10-30-2019 09-30-2019 232 527,705,000
2026 BELL BANK 11-14-2019 09-30-2019 160 527,116,000
2027 HILLTOP HOLDINGS INC 11-14-2019 09-30-2019 650 527,042,000
2028 COMMUNITY BANK NA 10-23-2019 09-30-2019 635 526,671,000
2029 INCA INVESTMENTS LLC 11-12-2019 09-30-2019 11 526,543,000
2030 PROFESSIONAL ADVISORY SERVICES INC 10-28-2019 09-30-2019 68 526,144,000
2031 KOPERNIK GLOBAL INVESTORS LLC 11-14-2019 09-30-2019 32 525,889,000
2032 RKL WEALTH MANAGEMENT LLC 10-30-2019 09-30-2019 123 525,814,000
2033 SNS FINANCIAL GROUP LLC 11-05-2019 09-30-2019 258 525,645,000
2034 AXAR CAPITAL MANAGEMENT LP 08-06-2019 06-30-2019 4 524,512,000
2035 NINE MASTS CAPITAL LTD 10-12-2019 09-30-2019 148 524,020,179
2036 ARETE WEALTH ADVISORS LLC 11-13-2019 09-30-2019 405 523,118,000
2037 GLOBAL RETIREMENT PARTNERS LLC 11-15-2019 09-30-2019 1650 608,319,000
2038 LUTZ FINANCIAL SERVICES LLC 10-31-2019 09-30-2019 66 521,775,000
2039 CRESCENT GROVE ADVISORS LLC 10-31-2019 09-30-2019 156 521,364,000
2040 SHANDA ASSET MANAGEMENT HOLDINGS LTD 11-13-2019 09-30-2019 32 521,218,000
2041 CLARET ASSET MANAGEMENT CORP 01-07-2020 12-31-2019 201 521,038,000
2042 RAUB BROCK CAPITAL MANAGEMENT LP 10-15-2019 09-30-2019 57 519,980,000
2043 FORBES J M & CO LLP 11-07-2019 09-30-2019 108 519,868,000
2044 ACCREDITED INVESTORS INC 11-14-2019 09-30-2019 134 519,401,000
2045 MANOR ROAD CAPITAL PARTNERS LLC 11-14-2019 09-30-2019 10 517,858,000
2046 SKYLINE ASSET MANAGEMENT LP 01-08-2020 12-31-2019 55 516,619,000
2047 SUNRIVER MANAGEMENT LLC 11-14-2019 09-30-2019 18 516,277,000
2048 ALMANACK INVESTMENT PARTNERS LLC 11-08-2019 09-30-2019 230 515,763,000
2049 OAKWORTH CAPITAL INC 10-07-2019 09-30-2019 797 515,628,000
2050 IFG ADVISORY LLC 11-06-2019 09-30-2019 395 515,542,000
2051 VERITY & VERITY LLC 01-08-2020 12-31-2019 113 515,330,000
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