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
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