Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 3151 | PACIFIC CAPITAL WEALTH ADVISORS INC | 08-05-2024 | 06-30-2024 | 543 | 547,853,011 |
| 3152 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 07-29-2024 | 06-30-2024 | 182 | 547,498,229 |
| 3153 | XR SECURITIES LLC | 08-05-2024 | 06-30-2024 | 240 | 547,417,491 |
| 3154 | FIRST NATIONAL ADVISERS LLC | 08-13-2024 | 06-30-2024 | 208 | 547,150,865 |
| 3155 | VALUE HOLDINGS MANAGEMENT CO LLC | 08-12-2024 | 06-30-2024 | 30 | 546,933,000 |
