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
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