Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 2001 | DSC ADVISORS LP | 05-15-2019 | 03-31-2019 | 81 | 544,166,000 |
| 2002 | CANANDAIGUA NATIONAL BANK & TRUST CO | 06-30-2019 | 06-30-2019 | 282 | 543,061,000 |
| 2003 | TANG CAPITAL MANAGEMENT LLC | 05-15-2019 | 03-31-2019 | 9 | 542,747,000 |
| 2004 | RKL WEALTH MANAGEMENT LLC | 08-01-2019 | 06-30-2019 | 127 | 542,492,000 |
| 2005 | CEVIAN CAPITAL II GP LTD | 08-14-2019 | 06-30-2019 | 2 | 542,463,000 |
| 2006 | NINEPOINT PARTNERS LP | 08-09-2019 | 06-30-2019 | 93 | 542,141,000 |
| 2007 | MOUNT YALE INVESTMENT ADVISORS LLC | 08-13-2019 | 06-30-2019 | 317 | 541,674,000 |
| 2008 | HARTWELL J M LIMITED PARTNERSHIP | 07-31-2019 | 06-30-2019 | 81 | 541,340,000 |
| 2009 | CKW FINANCIAL GROUP | 05-15-2019 | 03-31-2019 | 186 | 541,069,000 |
| 2010 | JACOBS ASSET MANAGEMENT LLC | 08-09-2019 | 06-30-2019 | 61 | 539,352,000 |
| 2011 | FINANCIAL ADVISORY SERVICE INC | 07-25-2019 | 06-30-2019 | 191 | 537,082,000 |
| 2012 | BTR CAPITAL MANAGEMENT INC | 07-18-2019 | 06-30-2019 | 165 | 536,480,000 |
| 2013 | FOYSTON GORDON & PAYNE INC | 08-15-2019 | 06-30-2019 | 60 | 536,139,000 |
| 2014 | FINANCIAL ARCHITECTS INC | 08-12-2019 | 06-30-2019 | 1191 | 535,983,000 |
| 2015 | BERYL CAPITAL MANAGEMENT LLC | 08-13-2019 | 06-30-2019 | 20 | 535,537,000 |
| 2016 | ADELL HARRIMAN & CARPENTER INC | 08-07-2019 | 06-30-2019 | 133 | 535,344,299 |
| 2017 | FISHMAN JAY A LTD/MI | 08-06-2018 | 06-30-2019 | 83 | 534,515,577 |
| 2018 | F3LOGIC LLC | 08-01-2019 | 06-30-2019 | 208 | 533,441,000 |
| 2019 | SHEPHERD FINANCIAL PARTNERS LLC | 08-02-2019 | 06-30-2019 | 127 | 532,345,000 |
| 2020 | DECATUR CAPITAL MANAGEMENT INC | 07-23-2019 | 06-30-2019 | 57 | 532,294,000 |
| 2021 | IBM RETIREMENT FUND | 08-13-2019 | 06-30-2019 | 428 | 532,139,000 |
| 2022 | GRANITE INVESTMENT ADVISORS LLC | 07-23-2019 | 06-30-2019 | 161 | 531,667,000 |
| 2023 | OPUS INVESTMENT MANAGEMENT INC | 07-31-2019 | 06-30-2019 | 92 | 531,230,000 |
| 2024 | QUANTITATIVE SYSTEMATIC STRATEGIES LLC | 07-25-2019 | 06-30-2019 | 460 | 531,053,000 |
| 2025 | SNS FINANCIAL GROUP LLC | 07-24-2019 | 06-30-2019 | 269 | 530,953,000 |
| 2026 | CRESCENT GROVE ADVISORS LLC | 08-06-2019 | 06-30-2019 | 160 | 530,673,000 |
| 2027 | EVERMORE GLOBAL ADVISORS LLC | 08-09-2019 | 06-30-2019 | 23 | 530,372,000 |
| 2028 | KG FUNDS MANAGEMENT LLC | 08-14-2019 | 06-30-2019 | 8 | 529,843,000 |
| 2029 | NEWTYN MANAGEMENT LLC | 05-15-2019 | 03-31-2019 | 32 | 528,943,000 |
| 2030 | BUCKINGHAM CAPITAL MANAGEMENT INC | 08-08-2019 | 06-30-2019 | 127 | 528,761,000 |
| 2031 | BEESE FULMER INVESTMENT MANAGEMENT INC | 07-05-2019 | 06-30-2019 | 180 | 527,841,000 |
| 2032 | TANDEM INVESTMENT ADVISORS INC | 07-17-2019 | 06-30-2019 | 65 | 527,565,000 |
| 2033 | RICHARD C YOUNG & CO LTD | 08-06-2019 | 06-30-2019 | 65 | 527,561,000 |
| 2034 | FUND EVALUATION GROUP LLC | 05-13-2019 | 03-31-2019 | 20 | 527,103,000 |
| 2035 | MASTRAPASQUA ASSET MANAGEMENT INC | 05-14-2019 | 03-31-2019 | 129 | 526,330,000 |
| 2036 | V3 CAPITAL MANAGEMENT LP | 05-15-2019 | 03-31-2019 | 16 | 524,938,000 |
| 2037 | OAKWORTH CAPITAL INC | 07-10-2019 | 06-30-2019 | 956 | 524,798,000 |
| 2038 | AXAR CAPITAL MANAGEMENT LP | 08-06-2019 | 06-30-2019 | 4 | 524,512,000 |
| 2039 | MASON CAPITAL MANAGEMENT LLC | 08-14-2019 | 06-30-2019 | 10 | 523,650,000 |
| 2040 | AWM INVESTMENT COMPANY INC | 08-08-2019 | 06-30-2019 | 102 | 522,976,000 |
| 2041 | DAKOTA WEALTH MANAGEMENT | 08-07-2019 | 06-30-2019 | 377 | 522,599,000 |
| 2042 | KRILOGY FINANCIAL LLC | 08-14-2019 | 06-30-2019 | 172 | 521,647,000 |
| 2043 | SUFFOLK CAPITAL MANAGEMENT LLC | 01-23-2019 | 12-31-2018 | 124 | 521,045,000 |
| 2044 | FORT LP | 08-01-2019 | 06-30-2019 | 426 | 520,954,000 |
| 2045 | HENGEHOLD CAPITAL MANAGEMENT LLC | 07-23-2019 | 06-30-2019 | 127 | 520,630,000 |
| 2046 | COMMUNITY BANK NA | 07-24-2019 | 06-30-2019 | 647 | 519,920,000 |
| 2047 | MAGNUS FINANCIAL GROUP LLC | 08-05-2019 | 06-30-2019 | 540 | 519,118,000 |
| 2048 | XR SECURITIES LLC | 07-10-2019 | 06-30-2019 | 261 | 518,081,000 |
| 2049 | FORBES J M & CO LLP | 08-02-2019 | 06-30-2019 | 109 | 518,064,000 |
| 2050 | TAIREN CAPITAL LTD | 08-13-2019 | 06-30-2019 | 30 | 517,732,000 |
| 2051 | INDABA CAPITAL MANAGEMENT LP | 08-14-2019 | 06-30-2019 | 21 | 517,217,000 |