Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 3001 | HUBER FINANCIAL ADVISORS LLC | 10-23-2019 | 09-30-2019 | 120 | 256,137,000 |
| 3002 | PARADIGM FINANCIAL ADVISORS LLC | 11-04-2019 | 09-30-2019 | 127 | 256,074,000 |
| 3003 | CLIFFWATER LLC | 11-13-2019 | 09-30-2019 | 21 | 255,997,000 |
| 3004 | GFI INVESTMENT COUNSEL LTD | 11-14-2019 | 09-30-2019 | 12 | 255,690,000 |
| 3005 | SILICON VALLEY CAPITAL PARTNERS | 11-11-2019 | 09-30-2019 | 40 | 255,556,000 |
| 3006 | BRAY CAPITAL ADVISORS | 10-29-2019 | 09-30-2019 | 346 | 255,556,000 |
| 3007 | TILDEN PARK MANAGEMENT I LLC | 11-14-2019 | 09-30-2019 | 4 | 255,482,000 |
| 3008 | CADENCE BANK NA | 11-12-2019 | 09-30-2019 | 346 | 255,364,000 |
| 3009 | HYPERION ASSET MANAGEMENT LTD | 11-12-2019 | 12-31-2018 | 13 | 255,103,000 |
| 3010 | SCHNIEDERS CAPITAL MANAGEMENT LLC | 08-06-2019 | 06-30-2019 | 166 | 255,004,000 |
| 3011 | WESTCHESTER CAPITAL MANAGEMENT INC | 10-31-2019 | 09-30-2019 | 37 | 254,965,000 |
| 3012 | WILSEY ASSET MANAGEMENT INC | 09-30-2019 | 09-30-2019 | 23 | 254,637,000 |
| 3013 | STANSBERRY ASSET MANAGEMENT LLC | 08-13-2019 | 06-30-2019 | 54 | 254,016,000 |
| 3014 | TWIN FOCUS CAPITAL PARTNERS LLC | 11-06-2019 | 09-30-2019 | 162 | 254,005,000 |
| 3015 | ELIZABETH PARK CAPITAL ADVISORS LTD | 11-13-2019 | 09-30-2019 | 32 | 253,659,000 |
| 3016 | ENDURANT CAPITAL MANAGEMENT LP | 08-14-2019 | 06-30-2019 | 50 | 253,641,000 |
| 3017 | ARCUS CAPITAL PARTNERS LLC | 10-31-2019 | 09-30-2019 | 98 | 253,017,000 |
| 3018 | BOSTON RESEARCH & MANAGEMENT INC | 11-12-2019 | 09-30-2019 | 99 | 252,933,000 |
| 3019 | BLUE POOL MANAGEMENT LTD | 11-14-2019 | 09-30-2019 | 22 | 252,903,000 |
| 3020 | SHIKIAR ASSET MANAGEMENT INC | 10-29-2019 | 09-30-2019 | 91 | 252,825,000 |
| 3021 | PINENO LEVIN & FORD ASSET MANAGEMENT INC | 10-17-2019 | 09-30-2019 | 104 | 252,685,000 |
| 3022 | TRADEWINDS CAPITAL MANAGEMENT LLC | 10-17-2019 | 09-30-2019 | 640 | 252,260,000 |
| 3023 | GYROSCOPE CAPITAL MANAGEMENT GROUP LLC | 10-09-2019 | 09-30-2019 | 126 | 252,220,000 |
| 3024 | CWH CAPITAL MANAGEMENT INC | 09-30-2019 | 09-30-2019 | 48 | 252,082,000 |
| 3025 | STRYCKER VIEW CAPITAL LLC | 11-07-2019 | 09-30-2019 | 15 | 251,869,000 |
| 3026 | INDEX VENTURE ASSOCIATES V LTD | 10-29-2019 | 09-30-2019 | 3 | 251,555,000 |
| 3027 | PERSONAL CFO SOLUTIONS LLC | 11-08-2019 | 09-30-2019 | 307 | 251,053,000 |
| 3028 | KALOS MANAGEMENT INC | 11-14-2019 | 09-30-2019 | 200 | 250,873,000 |
| 3029 | UNITED AMERICAN SECURITIES INC (D/B/A UAS ASSET MANAGEMENT) | 11-20-2019 | 09-30-2019 | 32 | 250,820,000 |
| 3030 | HT PARTNERS LLC | 01-15-2020 | 12-31-2019 | 33 | 250,453,000 |
| 3031 | HARDY REED LLC | 10-10-2019 | 09-30-2019 | 67 | 250,326,000 |
| 3032 | SEARCHLIGHT CAPITAL PARTNERS LP | 11-14-2019 | 09-30-2019 | 6 | 250,280,000 |
| 3033 | PATTON FUND MANAGEMENT INC | 11-12-2019 | 09-30-2019 | 77 | 250,251,000 |
| 3034 | MAK CAPITAL ONE LLC | 11-14-2019 | 09-30-2019 | 5 | 250,187,000 |
| 3035 | DEER VIII & CO LTD | 11-14-2019 | 09-30-2019 | 2 | 250,106,000 |
| 3036 | CALLODINE CAPITAL MANAGEMENT LP | 11-13-2019 | 09-30-2019 | 32 | 249,899,000 |
| 3037 | NICOLET BANKSHARES INC | 10-22-2019 | 09-30-2019 | 190 | 249,850,000 |
| 3038 | COOPER FINANCIAL GROUP | 01-07-2020 | 12-31-2019 | 157 | 249,830,000 |
| 3039 | SUMMIT X LLC | 10-15-2019 | 09-30-2019 | 229 | 249,407,000 |
| 3040 | CORBYN INVESTMENT MANAGEMENT INC/MD | 11-05-2019 | 09-30-2019 | 49 | 249,183,000 |
| 3041 | MITSUBISHI UFJ ASSET MANAGEMENT (UK) LTD | 01-17-2020 | 12-31-2019 | 0 | 248,937,854 |
| 3042 | AFFINITY WEALTH MANAGEMENT LLC | 11-13-2019 | 09-30-2019 | 95 | 248,902,000 |
| 3043 | DOLIVER ADVISORS LP | 11-04-2019 | 09-30-2019 | 148 | 248,894,000 |
| 3044 | BKS ADVISORS LLC | 04-16-2019 | 03-31-2019 | 209 | 248,509,000 |
| 3045 | FIRST NATIONAL CORP /MA/ /ADV | 10-24-2019 | 09-30-2019 | 141 | 248,214,000 |
| 3046 | GLENVIEW STATE BANK TRUST DEPT | 10-31-2019 | 09-30-2019 | 204 | 248,170,000 |
| 3047 | GLASSMAN WEALTH SERVICES | 11-01-2019 | 09-30-2019 | 1403 | 248,011,000 |
| 3048 | LEGACY CAPITAL PARTNERS INC | 01-14-2020 | 12-31-2019 | 157 | 247,999,000 |
| 3049 | MARATHON CAPITAL MANAGEMENT | 11-12-2019 | 09-30-2019 | 113 | 247,954,000 |
| 3050 | RIVERSTONE GROUP LLC | 11-27-2019 | 09-30-2019 | 6 | 247,846,000 |
| 3051 | MARATHON ASSET MANAGEMENT LP | 08-14-2019 | 06-30-2019 | 11 | 247,619,000 |