Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ADVISORY RESEARCH INC | 08-13-2024 | 06-30-2024 | 197 | 531,617,926 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| HEALTHEQUITY INC | COM | 151 | $2,648,926 | 30,730 | 0.00 | 0.00 | 10 | 0.03 | 06-30-2024 |
| SKYLINE CHAMPION CORPORATION | COM | 152 | $2,571,248 | 37,952 | 0.00 | 0.00 | -142 | -0.37 | 06-30-2024 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 153 | $2,552,962 | 13,985 | 0.00 | 0.00 | -559 | -3.84 | 06-30-2024 |
| CASS INFORMATION SYS INC | COM | 154 | $2,475,725 | 61,785 | 0.00 | 0.00 | 414 | 0.67 | 06-30-2024 |
