Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
2351 CRESCENT GROVE ADVISORS LLC 07-22-2024 06-30-2024 277 912,734,257
2352 WEBSTER BANK N A 07-12-2024 06-30-2024 784 912,231,050
2353 P2 CAPITAL PARTNERS LLC 08-14-2024 06-30-2024 18 911,826,076
2354 GDS WEALTH MANAGEMENT 07-23-2024 06-30-2024 141 911,593,667
2355 STRATEGIC WEALTH PARTNERS LTD 05-20-2024 12-31-2023 275 811,365,789
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