Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 3751 | SILVEROAK WEALTH MANAGEMENT LLC | 05-07-2024 | 03-31-2024 | 94 | 402,576,541 |
| 3752 | VANTAGE FINANCIAL PARTNERS LTD INC | 08-14-2024 | 06-30-2024 | 103 | 402,413,899 |
| 3753 | WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 07-30-2024 | 06-30-2024 | 120 | 402,256,571 |
| 3754 | PPSC INVESTMENT SERVICE CORP | 04-20-2023 | 03-31-2023 | 4 | 402,130,469 |
| 3755 | CLEARSTEAD TRUST LLC | 08-09-2024 | 06-30-2024 | 433 | 402,130,307 |
