Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 6151 | DEFINED WEALTH MANAGEMENT LLC | 04-15-2024 | 03-31-2024 | 103 | 139,209,762 |
| 6152 | MENDEL CAPITAL MANAGEMENT LLC | 01-26-2024 | 12-31-2023 | 92 | 139,194,403 |
| 6153 | ONCE CAPITAL MANAGEMENT LLC | 02-5-2024 | 12-31-2023 | 24 | 139,132,557 |
| 6154 | BLUE CREEK CAPITAL MANAGEMENT LTD | 02-06-2024 | 12-31-2023 | 6 | 139,098,161 |
| 6155 | ATHENA INVESTMENT MANAGEMENT | 05-10-2023 | 03-31-2023 | 137 | 139,039,761 |
