Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 2701 | STRATEGIC GLOBAL ADVISORS LLC | 08-14-2023 | 06-30-2023 | 143 | 650,011,335 |
| 2702 | STRATEGIES WEALTH ADVISORS LLC | 04-22-2024 | 03-31-2024 | 98 | 649,981,347 |
| 2703 | FORTE CAPITAL LLC /ADV | 11-10-2023 | 09-30-2023 | 208 | 649,198,435 |
| 2704 | CORE ALTERNATIVE CAPITAL | 10-17-2023 | 09-30-2023 | 377 | 648,422,318 |
| 2705 | ADVISORY RESEARCH INC | 02-13-2024 | 12-31-2023 | 517 | 648,331,891 |
