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 |