Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 6701 | FCG INVESTMENT CO | 07-16-2024 | 06-30-2024 | 93 | 131,860,035 |
| 6702 | ALETHEA CAPITAL MANAGEMENT LLC | 08-14-2024 | 06-30-2024 | 31 | 131,790,664 |
| 6703 | CERTUS WEALTH MANAGEMENT LLC | 08-02-2024 | 06-30-2024 | 52 | 131,667,792 |
| 6704 | TRUEWEALTH FINANCIAL PARTNERS | 02-14-2024 | 12-31-2023 | 16 | 131,639,196 |
| 6705 | NORTH RIDGE WEALTH ADVISORS INC | 07-30-2024 | 06-30-2024 | 41 | 131,636,542 |
