Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 5001 | VANCE WEALTH INC | 08-02-2024 | 06-30-2024 | 90 | 243,537,857 |
| 5002 | CARMEL CAPITAL MANAGEMENT LLC | 04-22-2024 | 03-31-2024 | 30 | 243,386,551 |
| 5003 | TYLER-STONE WEALTH MANAGEMENT | 08-14-2024 | 06-30-2024 | 979 | 243,363,606 |
| 5004 | PERFORMA LTD (US) LLC | 08-12-2024 | 06-30-2024 | 56 | 243,290,026 |
| 5005 | DAVIS INVESTMENT PARTNERS LLC | 07-18-2024 | 06-30-2024 | 116 | 243,237,804 |
