Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 3301 | HERITAGE INVESTMENT GROUP INC | 02-01-2024 | 12-31-2023 | 97 | 448,975,000 |
| 3302 | AFFINITY CAPITAL ADVISORS LLC | 04-12-2024 | 03-31-2024 | 150 | 448,670,844 |
| 3303 | CROW'S NEST HOLDINGS LP | 02-14-2024 | 12-31-2023 | 9 | 448,570,995 |
| 3304 | INSIGHT ADVISORS LLC/ PA | 08-07-2023 | 06-30-2023 | 284 | 447,700,564 |
| 3305 | PRIVATE CAPITAL MANAGEMENT LLC | 01-09-2024 | 12-31-2023 | 175 | 447,584,838 |
