Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 6251 | LAKESIDE ADVISORS INC | 04-25-2024 | 03-31-2024 | 63 | 156,277,532 |
| 6252 | ARROWROOT FAMILY OFFICE LLC | 08-13-2024 | 06-30-2024 | 119 | 156,253,307 |
| 6253 | ASCENSION CAPITAL ADVISORS INC | 08-07-2023 | 06-30-2023 | 37 | 156,080,415 |
| 6254 | TORONADO PARTNERS LLC | 08-13-2024 | 06-30-2024 | 10 | 156,056,499 |
| 6255 | GRAY PRIVATE WEALTH LLC | 07-23-2024 | 06-30-2024 | 39 | 156,039,089 |
