Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
2601 AMERICAN RESEARCH & MANAGEMENT CO 07-18-2019 06-30-2019 349 334,241,000
2602 INDEX VENTURE GROWTH ASSOCIATES II LTD 08-14-2019 06-30-2019 3 333,904,000
2603 LLBH PRIVATE WEALTH MANAGEMENT LLC 08-05-2019 06-30-2019 193 333,675,000
2604 OPUS CAPITAL GROUP LLC 08-08-2019 06-30-2019 166 333,647,000
2605 WILKINS INVESTMENT COUNSEL INC 08-09-2019 06-30-2019 74 333,306,000
2606 CUBIC ASSET MANAGEMENT LLC 07-29-2019 06-30-2019 170 333,263,000
2607 VESTAR CAPITAL PARTNERS LLC 07-24-2019 06-30-2019 1 332,842,000
2608 BUCKHEAD CAPITAL MANAGEMENT LLC 08-01-2019 06-30-2019 86 332,740,000
2609 ISOMER PARTNERS LP 05-15-2019 03-31-2019 17 332,415,000
2610 13D MANAGEMENT LLC 05-02-2019 03-31-2019 28 332,194,000
2611 WEALTH ARCHITECTS LLC 07-12-2019 06-30-2019 127 331,995,000
2612 LYELL WEALTH MANAGEMENT LP 07-30-2019 06-30-2019 123 331,724,000
2613 AMERICAN ECONOMIC PLANNING GROUP INC /ADV 07-19-2019 06-30-2019 89 331,549,000
2614 PEGASUS PARTNERS LTD 07-30-2019 06-30-2019 170 331,367,000
2615 JAMES HAMBRO & PARTNERS 04-25-2019 03-31-2019 45 331,239,000
2616 MONTECITO BANK & TRUST 07-05-2019 06-30-2019 210 331,037,000
2617 SERENITY CAPITAL LLC 08-14-2019 06-30-2019 7 330,257,000
2618 LANNEBO FONDER AB 07-31-2019 06-30-2019 24 329,682,000
2619 LIVE YOUR VISION LLC 04-25-2019 03-31-2019 288 329,625,000
2620 AMERICA FIRST INVESTMENT ADVISORS LLC 07-29-2019 06-30-2019 88 329,050,000
2621 FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 02-18-2019 12-31-2018 79 303,419,000
2622 CAPITAL INVESTMENT ADVISORY SERVICES LLC 08-02-2019 06-30-2019 1440 328,899,000
2623 MORENO EVELYN V 08-01-2019 06-30-2019 111 328,890,000
2624 TAMARACK ADVISERS LP 07-08-2019 06-30-2019 22 328,881,000
2625 CLEARBRIDGE LLC 02-14-2019 12-31-2018 88 328,735,000
2626 AEW CAPITAL MANAGEMENT L P 08-13-2019 06-30-2019 40 328,687,000
2627 OTTER CREEK ADVISORS LLC 05-15-2019 03-31-2019 60 328,620,000
2628 FINANCIAL ENHANCEMENT GROUP LLC 05-14-2019 03-31-2019 307 328,558,000
2629 GLADSTONE INSTITUTIONAL ADVISORY LLC 08-14-2019 06-30-2019 386 328,213,000
2630 MERISTEM FAMILY WEALTH LLC 08-06-2019 06-30-2019 175 327,846,000
2631 PARKER INVESTMENT MANAGEMENT LLC 08-15-2019 06-30-2019 34 327,619,000
2632 RINET CO LLC 08-07-2019 06-30-2019 24 327,503,000
2633 PENSIONFUND SABIC 07-02-2019 06-30-2019 212 327,336,000
2634 TPI FUND MANAGERS LTD 08-14-2019 06-30-2019 35 327,239,000
2635 MENGIS CAPITAL MANAGEMENT INC 07-18-2019 06-30-2019 164 327,015,000
2636 NIGHT OWL CAPITAL MANAGEMENT LLC 08-14-2019 06-30-2019 29 326,818,000
2637 TRUSTEES OF GENERAL ELECTRIC PENSION TRUST 08-09-2019 06-30-2019 1 325,429,000
2638 FOREST HILL CAPITAL LLC 05-15-2019 03-31-2019 56 325,218,000
2639 MCCUTCHEN GROUP LLC 07-25-2019 06-30-2019 25 324,583,000
2640 MORNINGSTAR INVESTMENT MANAGEMENT LLC 08-01-2019 06-30-2019 20 324,466,000
2641 TIAA ENDOWMENT & PHILANTHROPIC SERVICES LLC 08-12-2019 06-30-2019 13 324,364,000
2642 ROUND TABLE SERVICES LLC 07-16-2019 06-30-2019 137 324,316,000
2643 D L CARLSON INVESTMENT GROUP INC 08-19-2019 06-30-2019 151 324,128,000
2644 QUATTRO FINANCIAL ADVISORS LLC 07-22-2019 06-30-2019 82 323,969,847
2645 BROADVIEW ADVISORS LLC 08-14-2019 06-30-2019 71 323,915,000
2646 BAYVIEW ASSET MANAGEMENT LLC 7-25-2019 06-30-2019 11 323,828,000
2647 WHETSTONE CAPITAL ADVISORS LLC 08-13-2019 06-30-2019 23 323,803,000
2648 ROBLE BELKO & COMPANY INC 08-13-2019 06-30-2019 351 323,479,000
2649 DILLON & ASSOCIATES INC 07-22-2019 06-30-2019 66 323,478,000
2650 RK CAPITAL MANAGEMENT LLC 08-13-2019 06-30-2019 51 323,183,000
2651 BRILLIANCE ASSET MANAGEMENT LTD 07-15-2019 06-30-2019 6 323,107,000
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