Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 2251 | HARBOR INVESTMENT ADVISORY LLC | 01-16-2020 | 12-31-2019 | 1052 | 434,300,000 |
| 2252 | SERENITY CAPITAL LLC | 11-14-2019 | 09-30-2019 | 8 | 433,552,000 |
| 2253 | GLENDON CAPITAL MANAGEMENT LP | 11-14-2019 | 09-30-2019 | 27 | 433,471,000 |
| 2254 | SOMERSET CAPITAL MANAGEMENT LLP | 11-01-2019 | 09-30-2019 | 19 | 432,945,000 |
| 2255 | KIRR MARBACH & CO LLC /IN/ | 01-15-2020 | 12-31-2019 | 58 | 432,427,000 |
| 2256 | GRACE & WHITE INC /NY | 10-22-2019 | 09-30-2019 | 149 | 432,250,000 |
| 2257 | FIRST INTERSTATE BANK | 10-30-2019 | 09-30-2019 | 775 | 431,910,000 |
| 2258 | ABBREA CAPITAL LLC | 11-07-2019 | 09-30-2019 | 181 | 431,895,000 |
| 2259 | INSTITUTE FOR WEALTH MANAGEMENT LLC | 01-24-2020 | 12-31-2019 | 429 | 430,626,000 |
| 2260 | VESTAR CAPITAL PARTNERS LLC | 01-22-2020 | 12-31-2019 | 1 | 430,233,000 |
| 2261 | PECONIC PARTNERS LLC | 11-14-2019 | 09-30-2019 | 56 | 429,976,000 |
| 2262 | COHEN CAPITAL MANAGEMENT INC | 08-06-2019 | 06-30-2019 | 139 | 428,923,000 |
| 2263 | TRUST CO OF TOLEDO NA /OH/ | 01-13-2020 | 12-31-2019 | 182 | 428,839,000 |
| 2264 | PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 11-14-2019 | 09-30-2019 | 200 | 428,342,000 |
| 2265 | FINANCIAL ARCHITECTS INC | 10-30-2019 | 09-30-2019 | 1003 | 428,186,000 |
| 2266 | NAPLES GLOBAL ADVISORS LLC | 10-28-2019 | 09-30-2019 | 312 | 428,158,000 |
| 2267 | INDABA CAPITAL MANAGEMENT LP | 11-14-2019 | 09-30-2019 | 19 | 427,850,000 |
| 2268 | MCKINLEY CARTER WEALTH SERVICES INC | 01-21-2020 | 12-31-2019 | 188 | 427,654,000 |
| 2269 | VISION CAPITAL MANAGEMENT INC | 01-21-2020 | 12-31-2019 | 93 | 427,161,000 |
| 2270 | CENTRE ASSET MANAGEMENT LLC | 01-14-2020 | 12-31-2019 | 66 | 426,477,000 |
| 2271 | CAVALRY MANAGEMENT GROUP LLC | 11-13-2019 | 09-30-2019 | 25 | 426,262,000 |
| 2272 | DORSEY ASSET MANAGEMENT LLC | 11-14-2019 | 09-30-2019 | 9 | 426,092,000 |
| 2273 | LANDSBERG BENNETT & DUBBANEH LLC | 01-08-2020 | 12-31-2019 | 241 | 425,970,000 |
| 2274 | RAMIUS ADVISORS LLC | 11-08-2019 | 09-30-2019 | 47 | 425,883,000 |
| 2275 | INSIGHT WEALTH STRATEGIES LLC | 11-05-2019 | 09-30-2019 | 185 | 425,776,000 |
| 2276 | STEIGERWALD GORDON & KOCH INC | 01-27-2020 | 12-31-2019 | 89 | 425,702,000 |
| 2277 | AGF INVESTMENTS LLC | 11-08-2019 | 09-30-2019 | 639 | 425,497,000 |
| 2278 | AMBASSADOR ADVISORS LLC | 01-22-2020 | 12-31-2019 | 243 | 425,271,000 |
| 2279 | AIA GROUP LTD | 11-08-2019 | 09-30-2019 | 10 | 424,706,000 |
| 2280 | PWMCO LLC | 01-23-2020 | 12-31-2019 | 64 | 424,234,000 |
| 2281 | ARCHON CAPITAL MANAGEMENT LLC | 11-14-2019 | 09-30-2019 | 27 | 424,107,000 |
| 2282 | HILLS BANK & TRUST CO | 01-27-2020 | 12-31-2019 | 300 | 424,069,000 |
| 2283 | TOEWS CORP /ADV | 11-08-2019 | 09-30-2019 | 11 | 424,006,000 |
| 2284 | ZUCKERMAN INVESTMENT GROUP LLC | 11-13-2019 | 09-30-2019 | 66 | 423,806,000 |
| 2285 | MD SASS INVESTORS SERVICES INC | 11-14-2019 | 09-30-2019 | 92 | 423,659,000 |
| 2286 | FOCUSED WEALTH MANAGEMENT INC | 01-21-2020 | 12-31-2019 | 753 | 423,480,000 |
| 2287 | NELSON ROBERTS INVESTMENT ADVISORS LLC | 07-24-2019 | 06-30-2019 | 316 | 422,946,000 |
| 2288 | RBO & CO LLC | 11-12-2019 | 09-30-2019 | 39 | 422,758,000 |
| 2289 | ION ASSET MANAGEMENT LTD | 11-14-2019 | 09-30-2019 | 34 | 422,745,000 |
| 2290 | GAGNON SECURITIES LLC | 11-08-2019 | 09-30-2019 | 97 | 422,608,000 |
| 2291 | VIVALDI CAPITAL MANAGEMENT LLC | 11-14-2019 | 09-30-2019 | 227 | 422,275,000 |
| 2292 | ISTHMUS PARTNERS LLC | 11-08-2019 | 09-30-2019 | 138 | 422,130,000 |
| 2293 | VALLEY FORGE CAPITAL MANAGEMENT LP | 08-14-2019 | 06-30-2019 | 9 | 421,802,000 |
| 2294 | CITY HOLDING CO | 01-10-2020 | 12-31-2019 | 526 | 421,642,000 |
| 2295 | ACCIDENT COMPENSATION CORP | 11-12-2019 | 09-30-2019 | 114 | 421,525,000 |
| 2296 | KETTLE HILL CAPITAL MANAGEMENT LLC | 11-14-2019 | 09-30-2019 | 25 | 421,229,000 |
| 2297 | RPG INVESTMENT ADVISORY LLC | 10-28-2019 | 09-30-2019 | 266 | 421,193,000 |
| 2298 | MONEY DESIGN COLTD | 07-09-2019 | 06-30-2019 | 52 | 420,150,000 |
| 2299 | CURBSTONE FINANCIAL MANAGEMENT CORP | 01-10-2020 | 12-31-2019 | 178 | 420,039,000 |
| 2300 | WELL DONE LLC | 10-15-2019 | 09-30-2019 | 150 | 419,929,000 |
| 2301 | ALPHASTAR CAPITAL MANAGEMENT LLC | 11-14-2019 | 09-30-2019 | 215 | 419,430,000 |