Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
2401 STRATEGIC WEALTH PARTNERS GROUP LLC 02-13-2024 12-31-2023 66 792,748,529
2402 TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC 11-14-2023 09-30-2023 217 791,879,582
2403 AUSTIN PRIVATE WEALTH LLC 01-18-2024 12-31-2023 265 791,692,778
2404 TRUE PRIVATE WEALTH ADVISORS 01-30-2024 12-31-2023 290 790,075,944
2405 MV CAPITAL MANAGEMENT INC 01-29-2024 12-31-2023 774 789,888,342
logo   

Please upgrade to premium to see all results. Signup if you don't have an account.

Login Signup
Debug Info- Version: 2.6