Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 5301 | CAPITAL TODAY EVERGREEN FUND LP | 08-09-2024 | 06-30-2024 | 3 | 218,285,813 |
| 5302 | MONTIS FINANCIAL LLC | 08-07-2024 | 06-30-2024 | 81 | 218,133,641 |
| 5303 | WYNNEFIELD CAPITAL INC | 10-02-2023 | 09-30-2023 | 21 | 217,942,574 |
| 5304 | BEACON BRIDGE WEALTH PARTNERS LLC | 08-02-2024 | 06-30-2024 | 95 | 217,939,371 |
| 5305 | KELLY FINANCIAL SERVICES LLC | 05-15-2024 | 12-31-2023 | 785 | 247,209,565 |
