Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 3701 | ROUND ROCK ADVISORS LLC | 08-02-2024 | 06-30-2024 | 180 | 410,679,825 |
| 3702 | ESL TRUST SERVICES LLC | 08-12-2024 | 06-30-2024 | 267 | 410,634,983 |
| 3703 | EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS LLC | 07-16-2024 | 06-30-2024 | 130 | 410,291,477 |
| 3704 | LINCOLN CAPITAL LLC | 01-10-2024 | 12-31-2023 | 109 | 410,287,403 |
| 3705 | RIVERSEDGE ADVISORS LLC | 07-26-2024 | 06-30-2024 | 92 | 410,107,974 |
