Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
2151 HAWK RIDGE CAPITAL MANAGEMENT LP 05-15-2019 03-31-2019 44 474,485,000
2152 VIRTUS ETF ADVISERS LLC 08-13-2019 06-30-2019 434 474,367,000
2153 CABOT WEALTH MANAGEMENT INC 08-06-2019 06-30-2019 127 474,098,000
2154 ROPES WEALTH ADVISORS LLC 07-31-2019 06-30-2019 564 473,887,000
2155 FAIRHOLME CAPITAL MANAGEMENT LLC 05-15-2019 03-31-2019 3 473,282,000
2156 SPC FINANCIAL INC 10-18-2019 09-30-2019 124 473,143,000
2157 BEACON POINTE WEALTH ADVISORS LLC 08-14-2019 06-30-2019 264 473,138,000
2158 BERKSHIRE MONEY MANAGEMENT INC 07-29-2019 06-30-2019 34 473,009,000
2159 QVT FINANCIAL LP 08-14-2019 06-30-2019 52 472,829,000
2160 FIRST FIDUCIARY INVESTMENT COUNSEL INC 07-25-2019 06-30-2019 44 472,612,000
2161 BRIGHTWORTH 07-30-2019 06-30-2019 88 472,545,000
2162 HILLTOP HOLDINGS INC 05-15-2019 03-31-2019 592 470,953,000
2163 GFW ENERGY X LP 05-15-2019 03-31-2019 4 470,162,000
2164 ORACLE INVESTMENT MANAGEMENT INC 05-15-2019 03-31-2019 18 469,971,000
2165 STRATEGIC GLOBAL ADVISORS LLC 08-05-2019 06-30-2019 149 469,206,000
2166 PAGNATOKARP PARTNERS LLC 08-07-2019 06-30-2019 194 469,021,000
2167 PARKWOOD LLC 08-08-2019 06-30-2019 70 468,486,000
2168 TRG INVESTMENTS LLC 08-14-2019 06-30-2019 2 468,344,000
2169 RIVERPARK CAPITAL MANAGEMENT LLC 08-13-2019 06-30-2019 103 467,639,000
2170 PARTHENON LLC 07-26-2019 06-30-2019 107 466,286,000
2171 COLUMBUS MACRO LLC 07-15-2019 06-30-2019 134 465,976,000
2172 LASRY MARC 08-14-2019 06-30-2019 17 465,623,000
2173 ARROW FINANCIAL CORP 07-26-2019 06-30-2019 735 465,280,000
2174 JNBA FINANCIAL ADVISORS 04-30-2019 03-31-2019 557 465,200,000
2175 SYNTAL CAPITAL PARTNERS LLC 08-14-2019 06-30-2019 260 465,086,000
2176 OAKTOP CAPITAL MANAGEMENT II LP 08-07-2019 06-30-2019 18 465,063,000
2177 PRIME CAPITAL MANAGEMENT CO LTD 05-14-2019 03-31-2019 3 463,974,000
2178 GAGNON SECURITIES LLC 08-12-2019 06-30-2019 97 463,771,000
2179 VERTEX ONE ASSET MANAGEMENT INC 05-13-2019 03-31-2019 125 463,747,000
2180 TRANSAMERICA FINANCIAL ADVISORS INC 08-21-2019 06-30-2019 568 463,455,000
2181 INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC 08-14-2019 06-30-2019 858 462,706,000
2182 ARBITER PARTNERS CAPITAL MANAGEMENT LLC 08-14-2019 06-30-2019 37 462,300,000
2183 USCA RIA LLC 05-13-2019 03-31-2019 248 462,078,000
2184 BREMER BANK NATIONAL ASSOCIATION 06-30-2019 06-30-2019 440 461,849,000
2185 CIRCLE WEALTH MANAGEMENT LLC 08-14-2019 06-30-2019 158 461,408,000
2186 CORNERSTONE ADVISORY LLC 08-08-2019 06-30-2019 201 461,312,000
2187 10-15 ASSOCIATES INC 08-12-2019 06-30-2019 99 460,923,000
2188 SPROTT INC 05-14-2019 03-31-2019 101 460,826,000
2189 TIMBERCREEK INVESTMENT MANAGEMENT INC 07-05-2019 06-30-2019 37 460,721,000
2190 BAIN CAPITAL VENTURE INVESTORS LLC 08-14-2019 06-30-2019 5 460,643,000
2191 ENTERPRISE FINANCIAL SERVICES CORP 07-30-2019 06-30-2019 1592 460,360,000
2192 VERITY & VERITY LLC 07-17-2019 06-30-2019 111 460,128,000
2193 JACKSON WEALTH MANAGEMENT LLC 07-12-2019 06-30-2019 90 459,751,000
2194 BROADFIN CAPITAL LLC 08-14-2019 06-30-2019 39 459,647,000
2195 EMERSON POINT CAPITAL LP 08-14-2019 06-30-2019 51 459,072,000
2196 ANTARA CAPITAL LP 08-14-2019 06-30-2019 55 458,985,000
2197 SCF PARTNERS INC 08-06-2019 06-30-2019 4 458,070,000
2198 BREMER TRUST NATIONAL ASSOCIATION 12-31-2018 12-31-2018 1075 457,752,000
2199 VAN HULZEN ASSET MANAGEMENT LLC 08-08-2019 06-30-2019 260 457,724,000
2200 DELTEC ASSET MANAGEMENT LLC 07-29-2019 06-30-2019 159 456,531,000
2201 S&T BANK/PA 08-13-2019 06-30-2019 145 456,465,000
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