Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 3801 | HFR WEALTH MANAGEMENT LLC | 05-13-2024 | 03-31-2024 | 55 | 395,356,447 |
| 3802 | VERSANT CAPITAL MANAGEMENT INC | 07-05-2024 | 06-30-2024 | 1958 | 395,335,403 |
| 3803 | LONG RUN WEALTH ADVISORS LLC | 07-19-2024 | 06-30-2024 | 101 | 395,046,698 |
| 3804 | ELEMENT POINTE ADVISORS LLC | 08-14-2024 | 06-30-2024 | 75 | 394,396,410 |
| 3805 | BENEDICT FINANCIAL ADVISORS INC | 07-30-2024 | 06-30-2024 | 126 | 394,172,845 |
