Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
2601 HARWOOD ADVISORY GROUP LLC 10-16-2019 09-30-2019 145 337,871,000
2602 AMERICAN RESEARCH & MANAGEMENT CO 01-16-2020 12-31-2019 346 337,677,000
2603 OVERLOOK HOLDINGS LTD 11-12-2019 09-30-2019 2 337,462,000
2604 PENN DAVIS MCFARLAND INC 01-17-2020 12-31-2019 49 337,209,000
2605 OPTIMUM INVESTMENT ADVISORS 01-21-2020 12-31-2019 958 337,007,000
2606 MCGUIRE INVESTMENT GROUP LLC 01-07-2020 12-31-2019 91 336,719,000
2607 MONTECITO BANK & TRUST 10-18-2019 09-30-2019 208 336,504,000
2608 TOKIO MARINE & NICHIDO FIRE INSURANCE CO LTD 10-29-2019 09-30-2019 1 336,423,000
2609 MRAZ AMERINE & ASSOCIATES INC 08-02-2019 06-30-2019 165 336,415,000
2610 THAMES CAPITAL MANAGEMENT LLC 11-13-2019 09-30-2019 34 335,882,000
2611 HERALD INVESTMENT MANAGEMENT LTD 11-21-2019 09-30-2019 88 335,876,000
2612 STRATEGY ASSET MANAGERS LLC 11-13-2019 09-30-2019 119 335,786,000
2613 MENGIS CAPITAL MANAGEMENT INC 11-05-2019 09-30-2019 166 335,698,000
2614 UNIVERSITY OF NOTRE DAME DU LAC 11-13-2019 09-30-2019 56 335,407,000
2615 SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS LP 01-23-2020 12-31-2019 70 335,130,000
2616 PARKER INVESTMENT MANAGEMENT LLC 11-06-2019 09-30-2019 39 334,417,000
2617 MUZINICH & CO INC 11-13-2019 09-30-2019 55 334,128,000
2618 GREENVALE CAPITAL LLP 11-14-2019 09-30-2019 10 334,106,000
2619 OLD SECOND NATIONAL BANK OF AURORA 01-21-2020 12-31-2019 350 332,955,000
2620 WILKINS INVESTMENT COUNSEL INC 11-08-2019 09-30-2019 74 332,788,000
2621 LYELL WEALTH MANAGEMENT LP 11-06-2019 09-30-2019 121 332,746,000
2622 MARTIN & CO INC /TN/ 11-14-2019 09-30-2019 118 332,476,000
2623 FFT WEALTH MANAGEMENT LLC 11-14-2019 09-30-2019 28 331,984,000
2624 STRATEGY CAPITAL LLC 11-08-2019 09-30-2019 7 331,925,000
2625 EFG ASSET MANAGEMENT (AMERICAS) CORP 11-05-2019 09-30-2019 116 331,909,000
2626 VERSANT VENTURE MANAGEMENT LLC 01-20-2020 12-31-2019 7 331,845,612
2627 TORTOISE INDEX SOLUTIONS LLC 11-14-2019 09-30-2019 157 331,764,000
2628 AMERICA FIRST INVESTMENT ADVISORS LLC 11-04-2019 09-30-2019 88 331,651,000
2629 SRS CAPITAL ADVISORS INC 11-01-2019 09-30-2019 587 331,531,000
2630 GFW ENERGY X LP 08-14-2019 06-30-2019 4 331,467,000
2631 BIRCH RUN CAPITAL ADVISORS LP 11-14-2019 09-30-2019 20 331,084,000
2632 VERUS FINANCIAL PARTNERS INC 01-21-2020 12-31-2019 74 330,960,000
2633 ADVANCED ASSET MANAGEMENT ADVISORS INC 01-23-2020 12-31-2019 124 330,762,000
2634 HEADINVEST LLC 11-21-2019 09-30-2019 189 329,760,000
2635 LIVE YOUR VISION LLC 04-25-2019 03-31-2019 288 329,625,000
2636 QUATTRO FINANCIAL ADVISORS LLC 10-09-2019 09-30-2019 59 329,553,000
2637 LANNEBO FONDER AB 11-12-2019 09-30-2019 24 329,358,000
2638 PETTYJOHN WOOD & WHITE INC 11-04-2019 09-30-2019 150 329,092,000
2639 TARBOX FAMILY OFFICE INC 10-25-2019 09-30-2019 1121 328,772,000
2640 AEW CAPITAL MANAGEMENT L P 08-13-2019 06-30-2019 40 328,687,000
2641 DILLON & ASSOCIATES INC 10-25-2019 09-30-2019 67 328,641,000
2642 WEALTH ARCHITECTS LLC 10-23-2019 09-30-2019 134 328,431,000
2643 OPALEYE MANAGEMENT INC 08-14-2019 06-30-2019 43 328,090,000
2644 ROBOTTI ROBERT 11-14-2019 09-30-2019 89 328,063,000
2645 FCG ADVISORS LLC 11-08-2019 09-30-2019 160 327,976,000
2646 FULLERTON FUND MANAGEMENT CO LTD 11-14-2019 09-30-2019 47 327,963,000
2647 LUCHA CAPITAL MANAGEMENT LP 11-14-2019 09-30-2019 27 327,132,000
2648 THORNTREE CAPITAL PARTNERS LP 11-14-2019 09-30-2019 14 326,742,000
2649 BUFFINGTON MOHR MCNEAL 10-10-2019 09-30-2019 113 326,673,000
2650 ASCENT WEALTH PARTNERS LLC 10-22-2019 09-30-2019 117 326,650,000
2651 PL CAPITAL ADVISORS LLC 11-14-2019 09-30-2019 37 326,526,000
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