Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 2801 | INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC | 02-06-2024 | 12-31-2023 | 713 | 608,021,203 |
| 2802 | WEALTHSHIELD PARTNERS LLC | 01-23-2024 | 12-31-2023 | 474 | 607,573,716 |
| 2803 | GREAT LAKES RETIREMENT INC | 01-18-2024 | 12-31-2023 | 211 | 607,204,880 |
| 2804 | JS CAPITAL MANAGEMENT LLC | 08-15-2022 | 06-30-2022 | 17 | 606,344,000 |
| 2805 | INSPIRION WEALTH ADVISORS LLC | 04-12-2024 | 03-31-2024 | 152 | 605,150,407 |
