Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 7501 | CAPRIN ASSET MANAGEMENT LLC /ADV | 01-23-2023 | 12-31-2022 | 21 | 64,082,828 |
| 7502 | SIGNIFY WEALTH | 07-22-2024 | 06-30-2024 | 25 | 69,497,628 |
| 7503 | KARANI ASSET MANAGEMENT LLC | 11-14-2023 | 09-30-2023 | 35 | 69,443,577 |
| 7504 | PARAMETRICA MANAGEMENT LTD | 05-10-2024 | 03-31-2024 | 24 | 69,314,789 |
| 7505 | NORWOOD FINANCIAL CORP | 04-16-2024 | 03-31-2024 | 396 | 69,257,708 |
