Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 4401 | CAPITAL DIRECTIONS INVESTMENT ADVISORS LLC | 02-01-2023 | 12-31-2022 | 240 | 267,960,334 |
| 4402 | PSI ADVISORS LLC | 02-01-2024 | 12-31-2023 | 1033 | 267,888,777 |
| 4403 | MBM WEALTH CONSULTANTS LLC | 01-30-2024 | 12-31-2023 | 106 | 267,738,620 |
| 4404 | GOODMAN ADVISORY GROUP LLC | 10-11-2023 | 09-30-2023 | 160 | 267,721,532 |
| 4405 | AMS CAPITAL LTDA | 01-18-2024 | 12-31-2023 | 18 | 267,558,000 |
