Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 4551 | BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 01-22-2024 | 12-31-2023 | 422 | 252,565,643 |
| 4552 | CHI ADVISORS LLC | 11-13-2023 | 09-30-2023 | 28 | 252,306,335 |
| 4553 | LONGVIEW WEALTH MANAGEMENT | 04-16-2024 | 03-31-2024 | 176 | 252,295,436 |
| 4554 | COMPASS GROUP LLC | 02-14-2024 | 12-31-2023 | 16 | 252,285,724 |
| 4555 | MADISON WEALTH PARTNERS INC | 02-12-2024 | 12-31-2023 | 117 | 252,193,897 |
