Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 4001 | TRUE NORTH ADVISORS LLC | 04-12-2024 | 03-31-2024 | 196 | 362,269,809 |
| 4002 | AMERICAN RESEARCH & MANAGEMENT CO | 10-07-2022 | 09-30-2022 | 425 | 362,188,000 |
| 4003 | WRAPMANAGER INC | 08-08-2024 | 06-30-2024 | 255 | 362,082,144 |
| 4004 | FDX ADVISORS INC | 08-02-2024 | 06-30-2024 | 198 | 361,795,000 |
| 4005 | FRANKLIN PARLAPIANO TURNER & WELCH LLC | 07-31-2024 | 06-30-2024 | 50 | 360,457,524 |
