Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 2701 | HUDSON WAY CAPITAL MANAGEMENT LLC | 08-14-2024 | 06-30-2024 | 14 | 724,340,023 |
| 2702 | STEEL GROVE CAPITAL ADVISORS LLC | 08-14-2024 | 06-30-2024 | 172 | 724,291,251 |
| 2703 | CURI WEALTH MANAGEMENT LLC | 02-08-2024 | 12-31-2023 | 160 | 723,871,300 |
| 2704 | MATTERN CAPITAL MANAGEMENT LLC | 08-02-2024 | 06-30-2024 | 157 | 723,846,552 |
| 2705 | BARLOW WEALTH PARTNERS INC | 07-31-2024 | 06-30-2024 | 149 | 722,371,722 |
