Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 5751 | WESTERN FINANCIAL CORP/CA | 04-24-2024 | 03-31-2024 | 114 | 163,184,844 |
| 5752 | BANYAN CAPITAL MANAGEMENT INC | 01-09-2024 | 12-31-2023 | 20 | 163,046,000 |
| 5753 | LATIGO INVESTMENTS LLC | 08-10-2023 | 06-30-2023 | 18 | 163,026,980 |
| 5754 | TRAIL RIDGE INVESTMENT ADVISORS LLC | 02-16-2024 | 12-31-2023 | 108 | 163,013,488 |
| 5755 | ALLSQUARE WEALTH MANAGEMENT LLC | 02-14-2024 | 12-31-2023 | 536 | 162,981,476 |
