Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 5701 | NAPA WEALTH MANAGEMENT | 08-14-2024 | 06-30-2024 | 115 | 148,152,816 |
| 5702 | AHRENS INVESTMENT PARTNERS LLC | 11-08-2022 | 09-30-2022 | 170 | 189,849,000 |
| 5703 | ALETHEIAN WEALTH ADVISORS LLC | 07-26-2024 | 06-30-2024 | 86 | 189,778,498 |
| 5704 | 7G CAPITAL MANAGEMENT LLC | 05-10-2024 | 03-31-2024 | 7 | 189,768,375 |
| 5705 | INDUSTRIAL ALLIANCE INVESTMENT MANAGEMENT INC | 08-14-2023 | 06-30-2023 | 171 | 189,765,000 |
