AAON INC shareholder history

Current and past AAON INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Citadel Advisors 3220.00%0.00%0.00%Q2 2013Q3 202362
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1710.00%0.00%0.00%Q2 2013Q3 202356
HUNTINGTON NATIONAL BANK 36150.00%0.00%0.00%Q2 2010Q3 202351
GOLDMAN SACHS GROUP INC 4240.00%0.00%0.01%Q1 2012Q3 202346
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 43430.00%0.01%0.01%Q1 2013Q3 202343
CREDIT SUISSE AG/ 43430.00%0.00%0.02%Q1 2013Q3 202343
Conestoga Capital Advisors, LLC 43431.31%2.56%3.67%Q1 2013Q3 202343
TEXAS PERMANENT SCHOOL FUND CORP 43430.01%0.02%0.04%Q1 2013Q3 202343
AQR Capital Management 4210.00%0.00%0.01%Q4 2012Q3 202343
VANGUARD GROUP INC 42420.00%0.01%0.02%Q2 2013Q3 202342
Swiss National Bank 42420.00%0.00%0.01%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 42420.00%0.01%0.07%Q2 2013Q3 202342
METROPOLITAN LIFE INSURANCE CO/NY 42420.00%0.01%0.01%Q2 2013Q3 202342
Neuberger Berman Group LLC 42420.00%0.13%0.24%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.01%0.01%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.00%0.02%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.00%0.00%0.01%Q2 2013Q3 202342
NORGES BANK 4020.00%0.00%0.01%Q2 2012Q4 202242
NEW YORK STATE COMMON RETIREMENT FUND 42420.00%0.00%0.00%Q2 2013Q3 202342
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 42420.00%0.00%0.00%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.01%0.01%Q2 2013Q3 202342
PUBLIC SECTOR PENSION INVESTMENT BOARD 42420.00%0.02%0.05%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.02%Q2 2013Q3 202342
VOYA INVESTMENT MANAGEMENT LLC 42420.00%0.00%0.01%Q2 2013Q3 202342
AMERICAN INTERNATIONAL GROUP, INC. 42420.00%0.01%0.02%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42420.00%0.01%0.01%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 42420.01%0.02%0.03%Q2 2013Q3 202342
CAPITAL ADVISORS INC/OK 42420.06%6.01%16.17%Q2 2013Q3 202342
ALLIANCEBERNSTEIN L.P. 42420.00%0.00%0.00%Q2 2013Q3 202342
PRUDENTIAL FINANCIAL INC 42420.00%0.01%0.02%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.02%0.03%0.04%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
RHUMBLINE ADVISERS 42420.00%0.01%0.02%Q2 2013Q3 202342
BlackRock Inc. 42420.00%0.01%0.02%Q2 2013Q3 202342
PRINCIPAL FINANCIAL GROUP INC 42420.01%0.01%0.02%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.01%0.01%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
PRICE T ROWE ASSOCIATES INC /MD/ 42420.00%0.01%0.01%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.01%0.03%Q2 2013Q3 202342
GEODE CAPITAL MANAGEMENT, LLC 42420.00%0.01%0.01%Q2 2013Q3 202342
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 42420.00%0.00%0.00%Q2 2013Q3 202342
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 42420.06%0.57%1.42%Q2 2013Q3 202342
GLENMEDE TRUST CO NA 21200.00%0.00%0.01%Q2 2013Q3 202341
BARCLAYS PLC 31100.00%0.00%0.00%Q2 2013Q3 202341
PNC FINANCIAL SERVICES GROUP, INC. 3920.00%0.00%0.00%Q2 2013Q3 202341
DEUTSCHE BANK AG\ 41410.00%0.00%0.01%Q3 2013Q3 202341
Arizona State Retirement System 3380.01%0.01%0.04%Q1 2013Q3 202341
COMERICA BANK 3920.00%0.04%0.13%Q2 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.00%Q2 2013Q3 202341
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 3650.01%0.01%0.02%Q2 2013Q3 202341
State of Tennessee, Treasury Department 3280.00%0.00%0.01%Q3 2013Q3 202340
Louisiana State Employees Retirement System 40400.02%0.03%0.05%Q4 2013Q3 202340
UBS ASSET MANAGEMENT AMERICAS INC 3730.00%0.00%0.00%Q3 2013Q3 202340
STATE STREET CORP 3280.00%0.00%0.01%Q2 2013Q3 202340
THRIVENT FINANCIAL FOR LUTHERANS 2310.00%0.00%0.01%Q2 2013Q3 202340
ROYAL BANK OF CANADA 3910.00%0.00%0.00%Q2 2013Q3 202340
GREAT WEST LIFE ASSURANCE CO /CAN/ 2210.00%0.00%0.01%Q3 2013Q3 202339
WESBANCO BANK INC 1840.05%0.08%0.13%Q2 2013Q3 202339
BNP PARIBAS FINANCIAL MARKETS 3510.00%0.00%0.01%Q2 2013Q3 202339
ATLANTA CAPITAL MANAGEMENT CO L L C 38380.07%0.12%0.17%Q2 2013Q3 202238
Legal & General Group Plc 37370.00%0.00%0.01%Q3 2014Q3 202337
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.00%0.00%0.01%Q2 2013Q1 202236
FIRST TRUST ADVISORS LP 1410.00%0.01%0.01%Q2 2013Q3 202336
Creative Planning 3210.00%0.00%0.00%Q2 2013Q3 202336
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
Zurcher Kantonalbank (Zurich Cantonalbank) 35350.00%0.00%0.00%Q1 2015Q3 202335
BOKF, NA 1590.28%0.64%1.98%Q3 2014Q3 202335
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 3310.00%0.01%0.01%Q2 2013Q3 202334
SEI INVESTMENTS CO 2710.00%0.00%0.02%Q4 2014Q3 202334
Personal Capital Advisors Corp 34340.04%0.23%0.53%Q3 2014Q4 202234
VICTORY CAPITAL MANAGEMENT INC 34340.00%0.01%0.06%Q2 2015Q3 202334
CIBC Private Wealth Group, LLC 2860.00%0.00%0.01%Q3 2014Q3 202334
Raymond James Financial Services Advisors, Inc. 34340.01%0.02%0.08%Q2 2015Q3 202334
MACQUARIE GROUP LTD 1460.00%0.02%0.06%Q2 2013Q2 202333
JPMORGAN CHASE & CO 2540.00%0.00%0.01%Q2 2013Q3 202333
Renaissance Technologies 2110.00%0.01%0.03%Q2 2013Q3 202333
ENVESTNET ASSET MANAGEMENT INC 20120.00%0.00%0.01%Q3 2015Q3 202332
RAYMOND JAMES & ASSOCIATES 3010.00%0.00%0.01%Q4 2014Q3 202331
QUADRANT CAPITAL GROUP LLC 31310.00%0.01%0.02%Q1 2016Q3 202331
MASON STREET ADVISORS, LLC 31310.00%0.01%0.02%Q2 2013Q4 202031
D. E. Shaw & Co., Inc. 1520.00%0.00%0.01%Q2 2013Q3 202330
EULAV Asset Management 30300.07%0.24%0.47%Q2 2016Q3 202330
ProShare Advisors LLC 1410.00%0.00%0.01%Q2 2013Q3 202330
EAGLE ASSET MANAGEMENT INC 2310.01%0.04%0.08%Q4 2014Q3 202330
JANUS HENDERSON GROUP PLC 1910.00%0.04%0.28%Q2 2015Q3 202329
THB ASSET MANAGEMENT 17120.03%0.15%0.49%Q2 2013Q4 202029
Laurel Wealth Advisors, Inc. 29290.03%0.11%0.22%Q4 2015Q4 202229
PEAK6 Investments LLC 520.00%0.00%0.01%Q4 2018Q3 202328
TEACHER RETIREMENT SYSTEM OF TEXAS 1330.00%0.00%0.02%Q2 2013Q3 202328
State of Alaska, Department of Revenue 28280.01%0.02%0.03%Q4 2016Q3 202328
Parkside Financial Bank & Trust 28280.00%0.00%0.00%Q4 2016Q3 202328
MILLENNIUM MANAGEMENT LLC 1010.00%0.01%0.02%Q2 2013Q3 202328
STATE OF WISCONSIN INVESTMENT BOARD 28280.00%0.02%0.04%Q4 2016Q3 202328
Russell Investments Group, Ltd. 28280.00%0.00%0.01%Q4 2016Q3 202328
Tower Research Capital LLC (TRC) 1410.00%0.01%0.02%Q2 2013Q3 202328
Sutton Wealth Advisors Inc. 28280.01%0.02%0.02%Q1 2016Q4 202228
Ameritas Investment Partners, Inc. 27270.01%0.01%0.02%Q1 2017Q3 202327
WASATCH ADVISORS LP 27270.23%0.48%0.89%Q1 2017Q3 202327
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 2250.00%0.02%0.04%Q2 2013Q3 202327
NISA INVESTMENT ADVISORS, LLC 1360.00%0.00%0.01%Q1 2016Q3 202327
STRS OHIO 1520.00%0.00%0.01%Q2 2013Q3 202327
ROYCE & ASSOCIATES LP 2140.00%0.07%0.16%Q2 2013Q2 202325
Aperio Group, LLC 25250.00%0.00%0.01%Q4 2014Q4 202025
PROFUND ADVISORS LLC 710.01%0.01%0.02%Q3 2013Q3 202325
FIFTH THIRD BANCORP 1960.00%0.00%0.00%Q1 2015Q3 202325
SG Americas Securities, LLC 1010.00%0.01%0.04%Q3 2013Q3 202325
PineBridge Investments, L.P. 1860.00%0.01%0.02%Q2 2013Q4 201924
STIFEL FINANCIAL CORP 24240.00%0.00%0.01%Q4 2017Q3 202324
LPL Financial LLC 1430.00%0.00%0.01%Q3 2014Q3 202324
Municipal Employees' Retirement System of Michigan 1860.01%0.02%0.04%Q1 2014Q1 202024
MetLife Investment Management, LLC 24240.01%0.01%0.02%Q4 2017Q3 202324
AMALGAMATED BANK 2010.01%0.01%0.02%Q2 2017Q3 202324
M&T BANK CORP 23230.00%0.01%0.01%Q1 2018Q3 202323
FMR LLC 2120.00%0.00%0.00%Q2 2016Q3 202323
BAHL & GAYNOR INC 23230.01%0.01%0.02%Q1 2018Q3 202323
Rockefeller Capital Management L.P. 23230.01%0.21%0.35%Q1 2018Q3 202323
TIAA CREF INVESTMENT MANAGEMENT LLC 22220.00%0.00%0.00%Q4 2013Q1 201922
Gemmer Asset Management LLC 22220.00%0.00%0.00%Q4 2016Q1 202222
Atria Investments, Inc 22220.01%0.05%0.19%Q2 2018Q3 202322
Crossmark Global Holdings, Inc. 1610.01%0.01%0.01%Q3 2016Q3 202322
WELLINGTON MANAGEMENT GROUP LLP 2010.00%0.00%0.01%Q2 2013Q3 202222
TEACHERS ADVISORS, LLC 22220.00%0.00%0.01%Q4 2013Q1 201922
CHATHAM CAPITAL GROUP, INC. 22220.34%0.58%0.94%Q2 2018Q3 202322
TCI Wealth Advisors, Inc. 1810.00%0.00%0.02%Q4 2015Q1 202322
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 22220.00%0.00%0.01%Q2 2018Q3 202322
MV CAPITAL MANAGEMENT, INC. 21210.00%0.00%0.00%Q4 2014Q4 201921
IFP Advisors, Inc 810.00%0.00%0.00%Q4 2016Q2 202321
First Horizon Advisors, Inc. 1560.00%0.00%0.00%Q2 2018Q3 202321
GUGGENHEIM CAPITAL LLC 820.00%0.00%0.01%Q4 2013Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
American Portfolios Advisors 20200.00%0.00%0.01%Q4 2017Q3 202220
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 20200.01%0.01%0.02%Q4 2018Q3 202320
TD ASSET MANAGEMENT INC 1810.00%0.00%0.00%Q3 2013Q2 202320
FDx Advisors, Inc. 20200.01%0.02%0.05%Q2 2013Q1 201820
TOWNSQUARE CAPITAL LLC 20200.04%0.10%0.16%Q4 2018Q3 202320
NEXT Financial Group, Inc 1460.00%0.00%0.00%Q2 2014Q4 201920
Allied Investment Advisors, LLC 19190.43%0.77%1.35%Q1 2019Q3 202319
LS Investment Advisors, LLC 1810.00%0.00%0.01%Q2 2015Q1 202119
ALPS ADVISORS INC 820.00%0.01%0.02%Q3 2013Q3 202319
EVERENCE CAPITAL MANAGEMENT INC 19190.04%0.06%0.09%Q1 2019Q3 202319
CAPTRUST FINANCIAL ADVISORS 1270.00%0.00%0.00%Q4 2017Q3 202319
TUDOR INVESTMENT CORP ET AL 1110.01%0.05%0.12%Q3 2013Q2 202319
Belpointe Asset Management LLC 19190.01%0.02%0.03%Q1 2019Q3 202319
Zebra Capital Management LLC 1410.07%0.24%0.47%Q4 2013Q1 202119
Steward Partners Investment Advisory, LLC 1810.00%0.00%0.00%Q3 2018Q3 202319
Cubist Systematic Strategies, LLC 1110.00%0.02%0.06%Q2 2014Q3 202318
CONGRESS ASSET MANAGEMENT CO /MA 18180.00%0.04%0.06%Q3 2016Q4 202018
Nuveen Asset Management, LLC 18180.00%0.00%0.01%Q2 2019Q3 202318
PANAGORA ASSET MANAGEMENT INC 1010.00%0.00%0.01%Q2 2013Q4 202118
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 720.00%0.12%0.45%Q2 2013Q3 202317
CAPSTONE ASSET MANAGEMENT CO 17170.01%0.01%0.02%Q2 2013Q2 201717
QS Investors, LLC 1310.00%0.01%0.06%Q2 2013Q4 201817
BESSEMER GROUP INC 17170.00%0.00%0.00%Q3 2019Q3 202317
Nationwide Fund Advisors 1430.01%0.02%0.04%Q2 2013Q3 201717
TRUIST FINANCIAL CORP 17170.00%0.01%0.01%Q2 2016Q2 202017
Ensign Peak Advisors, Inc 16160.00%0.00%0.01%Q4 2019Q3 202316
PDT Partners, LLC 1010.01%0.04%0.33%Q2 2013Q3 202315
Daiwa Securities Group Inc. 1230.02%0.04%0.08%Q4 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
Anchor Investment Management, LLC 15150.00%0.01%0.02%Q3 2016Q1 202015
GENEVA CAPITAL MANAGEMENT LLC 15151.01%1.44%2.23%Q1 2020Q3 202315
HBK Sorce Advisory LLC 910.01%0.02%0.02%Q2 2019Q2 202315
LADENBURG THALMANN FINANCIAL SERVICES INC. 15150.00%0.00%0.00%Q2 2016Q4 201915
KING LUTHER CAPITAL MANAGEMENT CORP 15150.01%0.01%0.01%Q4 2014Q2 201815
RIVERHEAD CAPITAL MANAGEMENT LLC 15150.00%0.00%0.01%Q1 2016Q3 201915
OFI Advisors LLC 1140.01%0.01%0.01%Q3 2011Q3 201515
BLACKROCK ADVISORS LLC 15150.00%0.00%0.00%Q2 2013Q4 201615
BlackRock Fund Advisors 15150.01%0.01%0.02%Q2 2013Q4 201615
BlackRock Group LTD 15150.00%0.00%0.00%Q2 2013Q4 201615
RK Capital 810.40%1.70%2.94%Q1 2014Q3 202115
PEAK6 Group LLC 510.00%0.00%0.00%Q3 2013Q2 201815
BlackRock Institutional Trust Company, N.A. 15150.00%0.00%0.01%Q2 2013Q4 201615
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
BlackRock Investment Management, LLC 15150.00%0.00%0.01%Q2 2013Q4 201615
JANE STREET GROUP, LLC 510.00%0.00%0.00%Q1 2014Q3 202314
Allworth Financial LP 1130.00%0.00%0.00%Q1 2020Q3 202314
BENJAMIN F. EDWARDS & COMPANY, INC. 710.00%0.00%0.01%Q2 2019Q3 202314
Ellis Investment Partners, LLC 14140.02%0.03%0.03%Q2 2019Q3 202214
Gotham Asset Management, LLC 1010.00%0.05%0.16%Q2 2013Q3 202314
CENTRAL TRUST Co 950.00%0.02%0.03%Q1 2014Q3 202314
Holocene Advisors, LP 950.00%0.01%0.01%Q4 2017Q2 202214
Versant Capital Management, Inc 860.00%0.00%0.00%Q3 2018Q4 202314
Quantinno Capital Management LP 14140.02%0.15%0.37%Q2 2020Q3 202314
Walthausen & Co., LLC 1220.50%0.91%1.33%Q2 2013Q3 202214
MOODY ALDRICH PARTNERS LLC 860.39%0.76%1.43%Q2 2016Q3 202314
Wealthspire Advisors, L.P. 14140.00%0.00%0.00%Q4 2015Q1 201914
CIM, LLC 1120.05%0.06%0.09%Q1 2019Q4 202213
AMERICAN CENTURY COMPANIES INC 410.00%0.00%0.00%Q4 2014Q3 202313
Virtus Fund Advisers, LLC 1210.00%0.01%0.02%Q2 2014Q4 201713
Man Group plc 13130.00%0.01%0.02%Q3 2020Q3 202313
Vestmark Advisory Solutions, Inc. 13130.01%0.02%0.04%Q2 2020Q2 202313
NewEdge Advisors, LLC 760.01%0.01%0.02%Q2 2020Q3 202313
Inspire Investing, LLC 1010.03%0.04%0.09%Q4 2017Q3 202313
KBC Group NV 630.00%0.00%0.00%Q1 2014Q3 202313
Squarepoint Ops LLC 1010.00%0.01%0.02%Q2 2019Q3 202313
HSBC HOLDINGS PLC 910.00%0.00%0.00%Q4 2016Q3 202313
SOA Wealth Advisors, LLC. 12120.00%0.00%0.00%Q4 2020Q3 202312
RUSSELL FRANK CO/ 12120.00%0.00%0.01%Q2 2013Q1 201612
CI INVESTMENTS INC. 12120.00%0.00%0.00%Q4 2020Q3 202312
ROCKEFELLER FINANCIAL SERVICES INC 12120.13%0.22%0.31%Q1 2015Q4 201712
Legacy Wealth Asset Management, LLC 12120.08%0.14%0.22%Q4 2020Q3 202312
Carroll Financial Associates, Inc. 12120.00%0.00%0.00%Q1 2019Q4 202112
Glen Harbor Capital Management LLC 12120.01%0.02%0.05%Q4 2016Q3 201912
Elkfork Partners LLC 12120.00%0.02%0.04%Q4 2016Q3 201912
Meadow Creek Investment Management LLC 12120.00%0.02%0.04%Q4 2016Q3 201912
Cadent Capital Advisors, LLC 12120.13%0.17%0.29%Q4 2020Q3 202312
Summit Global Investments 710.02%0.06%0.11%Q3 2017Q2 202312
BAKER TILLY WEALTH MANAGEMENT, LLC 12120.08%0.12%0.19%Q4 2020Q3 202312
GSA CAPITAL PARTNERS LLP 710.02%0.10%0.25%Q4 2013Q3 202312
TIVERTON ASSET MANAGEMENT LLC 12120.06%0.28%0.44%Q2 2015Q1 201812
Precision Wealth Strategies, LLC 12120.30%0.56%1.14%Q4 2020Q3 202312
Tyers Asset Management LLC 12120.00%0.01%0.03%Q4 2016Q3 201912
Parallel Advisors, LLC 610.00%0.00%0.00%Q1 2017Q3 202311
NATIONAL PENN INVESTORS TRUST CO /PA 11110.02%0.03%0.05%Q3 2013Q1 201611
PRELUDE CAPITAL MANAGEMENT, LLC 410.00%0.01%0.02%Q2 2013Q3 202011
VIRGINIA RETIREMENT SYSTEMS ET AL 720.00%0.01%0.01%Q4 2013Q3 202311
HighTower Advisors, LLC 610.00%0.00%0.01%Q1 2018Q3 202311
Cresset Asset Management, LLC 720.00%0.00%0.01%Q4 2018Q3 202311
Hillsdale Investment Management Inc. 610.00%0.05%0.10%Q3 2014Q3 202311
Gitterman Wealth Management, LLC 11110.73%1.14%1.48%Q1 2021Q3 202311
SIMPLEX TRADING, LLC 410.00%0.00%0.00%Q3 2015Q3 202310
State of New Jersey Common Pension Fund D 10100.01%0.01%0.01%Q2 2021Q3 202310
WOLFF WIESE MAGANA LLC 820.01%0.03%0.05%Q4 2020Q3 202310
Handelsbanken Fonder AB 610.00%0.00%0.00%Q2 2020Q2 202310
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
Xact Kapitalforvaltning AB 10100.00%0.01%0.01%Q4 2017Q1 202010
ASSETMARK, INC 810.00%0.00%0.00%Q4 2017Q3 202310
EATON VANCE MANAGEMENT 10100.00%0.03%0.08%Q2 2020Q3 202210
Dynamic Technology Lab Private Ltd 210.03%0.12%0.38%Q1 2013Q3 202310
KB FINANCIAL PARTNERS, LLC 820.00%0.00%0.00%Q1 2021Q3 202310
SIGNATUREFD, LLC 910.00%0.00%0.00%Q2 2020Q3 202310
EXCHANGE TRADED CONCEPTS, LLC 910.00%0.02%0.06%Q2 2020Q3 202310
Spire Wealth Management 10100.00%0.00%0.00%Q1 2021Q2 202310
BALYASNY ASSET MANAGEMENT L.P. 510.00%0.01%0.03%Q2 2019Q4 202210
OppenheimerFunds, Inc. 10100.00%0.00%0.00%Q4 2016Q1 201910
State of Wyoming 10100.03%0.06%0.10%Q2 2021Q3 202310
Cortina Asset Management, LLC 990.14%0.21%0.28%Q2 2013Q2 20159
MASSMUTUAL TRUST CO FSB/ADV 810.00%0.00%0.00%Q1 2021Q4 20239
OCCUDO QUANTITATIVE STRATEGIES LP 540.03%0.08%0.11%Q2 2021Q3 20239
MANAGED ACCOUNT ADVISORS LLC 990.00%0.00%0.01%Q2 2013Q2 20159
MEEDER ASSET MANAGEMENT INC 630.00%0.00%0.00%Q2 2020Q3 20229
Maryland State Retirement & Pension System 990.02%0.04%0.08%Q3 2021Q3 20239
Squar Milner Financial Services LLC 990.00%0.05%0.14%Q2 2018Q2 20209
ZACKS INVESTMENT MANAGEMENT 540.02%0.02%0.03%Q2 2016Q3 20239
HRT FINANCIAL LP 310.00%0.02%0.03%Q3 2019Q4 20229
DEERE & CO 810.01%0.04%0.06%Q2 2013Q1 20169
LOS ANGELES CAPITAL MANAGEMENT LLC 990.00%0.01%0.01%Q3 2021Q3 20239
Cutler Group LLC / CA 310.00%0.00%0.00%Q4 2015Q4 20179
JFS WEALTH ADVISORS, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
MARSHALL WACE, LLP 410.00%0.01%0.05%Q3 2019Q3 20238
Capital Impact Advisors, LLC 880.30%0.78%1.42%Q4 2021Q3 20238
Advisory Services Network, LLC 220.00%0.01%0.02%Q1 2017Q1 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.02%0.03%0.03%Q4 2021Q3 20238
HARVEST GROUP WEALTH MANAGEMENT, LLC 880.00%0.00%0.00%Q1 2019Q4 20208
Allspring Global Investments Holdings, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Rise Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
LAZARD ASSET MANAGEMENT LLC 420.00%0.00%0.01%Q1 2020Q3 20238
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 710.00%0.01%0.03%Q1 2017Q3 20218
KENNEDY CAPITAL MANAGEMENT LLC 530.02%0.07%0.16%Q2 2013Q2 20238
PIEDMONT INVESTMENT ADVISORS INC 880.01%0.01%0.02%Q2 2017Q1 20198
CVA Family Office, LLC 710.01%0.01%0.02%Q2 2021Q2 20238
Lindenwold Advisors, INC 880.13%0.20%0.26%Q4 2021Q3 20238
Schonfeld Strategic Advisors LLC 410.00%0.00%0.01%Q3 2020Q3 20238
Covestor Ltd 880.00%0.03%0.09%Q4 2021Q3 20238
Trexquant Investment LP 410.01%0.04%0.07%Q3 2015Q3 20238
FourThought Financial, LLC 610.00%0.00%0.00%Q4 2020Q3 20227
Qube Research & Technologies Ltd 410.00%0.01%0.01%Q4 2019Q3 20237
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 210.00%0.00%0.00%Q3 2017Q2 20237
AVIVA PLC 610.00%0.01%0.03%Q4 2019Q3 20237
Fiduciary Trust Co International of Pennsylvania 770.10%0.13%0.15%Q2 2017Q4 20187
Vestcor Inc 770.00%0.00%0.01%Q2 2020Q4 20217
HARTFORD INVESTMENT MANAGEMENT CO 770.04%0.06%0.10%Q2 2015Q4 20167
Capital Analysts, LLC 770.02%0.02%0.02%Q2 2017Q4 20187
HERITAGE WEALTH MANAGEMENT, LLC 430.00%0.00%0.01%Q1 2021Q4 20227
Baird Financial Group, Inc. 430.00%0.00%0.00%Q3 2021Q3 20237
Stone Ridge Asset Management LLC 520.01%0.02%0.03%Q4 2017Q3 20197
AlphaCrest Capital Management LLC 610.02%0.03%0.04%Q3 2020Q3 20227
VOLORIDGE INVESTMENT MANAGEMENT, LLC 430.01%0.02%0.03%Q2 2021Q2 20237
NumerixS Investment Technologies Inc 520.00%0.01%0.01%Q3 2018Q2 20207
KILLEN GROUP INC 770.03%0.70%1.32%Q2 2013Q4 20147
Global Retirement Partners, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
CWM, LLC 610.00%0.00%0.00%Q4 2021Q3 20237
FineMark National Bank & Trust 770.00%0.00%0.00%Q2 2015Q4 20167
FULLER & THALER ASSET MANAGEMENT, INC. 430.00%0.03%0.07%Q3 2016Q3 20237
Sterling Capital Management LLC 770.00%0.00%0.00%Q4 2013Q2 20157
Fieldpoint Private Securities, LLC 660.00%0.00%0.00%Q4 2020Q1 20226
EAM Investors, LLC 310.24%0.31%0.41%Q2 2013Q2 20236
EverSource Wealth Advisors, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
WINTON GROUP Ltd 310.01%0.15%0.47%Q1 2018Q3 20236
PARADIGM ASSET MANAGEMENT CO LLC 660.00%0.03%0.05%Q4 2015Q1 20176
UNITED SERVICES AUTOMOBILE ASSOCIATION 660.00%0.00%0.00%Q1 2018Q2 20196
Schubert & Co 660.00%0.00%0.00%Q4 2021Q1 20236
SJS Investment Consulting Inc. 510.00%0.00%0.00%Q1 2022Q3 20236
Gibraltar Capital Management, Inc. 660.13%0.19%0.26%Q4 2021Q1 20236
Quantbot Technologies LP 310.00%0.03%0.07%Q2 2020Q2 20236
MACKENZIE FINANCIAL CORP 410.00%0.00%0.01%Q1 2017Q3 20236
ClariVest Asset Management LLC 420.03%0.04%0.06%Q2 2013Q3 20206
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 510.00%0.00%0.00%Q3 2021Q3 20236
Legacy Financial Advisors, Inc. 660.00%0.00%0.00%Q4 2017Q1 20196
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Point72 Hong Kong Ltd 410.00%0.00%0.01%Q4 2019Q1 20226
Disciplined Investments, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
Bell Investment Advisors, Inc 660.00%0.00%0.00%Q2 2022Q3 20236
ALGERT GLOBAL LLC 310.04%0.14%0.27%Q1 2016Q2 20236
Mirae Asset Global Investments Co., Ltd. 660.00%0.00%0.01%Q2 2022Q3 20236
Engineers Gate Manager LP 410.02%0.13%0.22%Q2 2021Q3 20236
Mariner, LLC 510.00%0.00%0.01%Q1 2018Q3 20236
Assenagon Asset Management S.A. 310.00%0.04%0.07%Q4 2017Q2 20236
One Wealth Advisors, LLC 410.01%0.05%0.06%Q4 2017Q4 20226
Pacer Advisors, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Lindbrook Capital, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Grantham, Mayo, Van Otterloo & Co. LLC 550.01%0.03%0.05%Q3 2022Q3 20235
RATIONAL ADVISORS LLC 550.14%0.40%0.63%Q1 2016Q1 20175
Point72 Asset Management, L.P. 410.00%0.00%0.00%Q4 2019Q1 20235
Norway Savings Bank 550.02%0.02%0.02%Q3 2020Q3 20215
DRIEHAUS CAPITAL MANAGEMENT LLC 410.04%0.26%0.45%Q4 2017Q3 20235
TOCQUEVILLE ASSET MANAGEMENT L.P. 550.00%0.01%0.01%Q3 2013Q3 20145
ExodusPoint Capital Management, LP 410.01%0.02%0.03%Q1 2021Q3 20235
Alpha Cubed Investments, LLC 410.02%0.02%0.03%Q1 2022Q3 20235
AIGEN INVESTMENT MANAGEMENT, LP 410.00%0.09%0.14%Q1 2020Q2 20235
Foundry Partners, LLC 550.05%0.07%0.09%Q1 2020Q1 20215
Tarbox Family Office, Inc. 550.00%0.00%0.00%Q1 2020Q1 20215
FARMERS & MERCHANTS INVESTMENTS INC 550.00%0.00%0.00%Q3 2022Q3 20235
OPPENHEIMER ASSET MANAGEMENT INC. 550.00%0.00%0.00%Q4 2018Q4 20195
Jefferies Group LLC 210.00%0.01%0.02%Q4 2016Q1 20215
IronBridge Private Wealth, LLC 550.00%0.00%0.00%Q4 2020Q4 20215
MARCO INVESTMENT MANAGEMENT LLC 410.02%0.03%0.03%Q4 2021Q3 20235
Paloma Partners Management Co 210.00%0.01%0.01%Q2 2015Q4 20215
Raleigh Capital Management Inc. 550.00%0.00%0.01%Q3 2022Q3 20235
Tradition Wealth Management, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
PINNACLE FINANCIAL PARTNERS INC 550.00%0.00%0.00%Q3 2022Q3 20235
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. 550.10%0.20%0.32%Q4 2019Q4 20205
FLAGSHIP HARBOR ADVISORS, LLC 550.00%0.00%0.00%Q3 2019Q3 20205
Jump Financial, LLC 310.02%0.08%0.19%Q3 2020Q3 20235
SHINE INVESTMENT ADVISORY SERVICES INC 550.00%0.00%0.00%Q1 2019Q1 20205
Amundi 550.00%0.00%0.00%Q3 2022Q3 20235
USA FINANCIAL FORMULAS 550.00%0.00%0.00%Q2 2021Q2 20225
Wallace Advisory Group, LLC 440.17%0.20%0.21%Q4 2022Q3 20234
Otter Creek Advisors, LLC 220.90%1.70%2.68%Q3 2019Q4 20204
Sowell Financial Services LLC 440.00%0.00%0.00%Q3 2019Q2 20204
Graham Capital Management, L.P. 310.01%0.03%0.05%Q3 2022Q3 20234
ACADIAN ASSET MANAGEMENT LLC 310.00%0.00%0.00%Q2 2020Q3 20234
Ranger Investment Management 440.81%0.91%1.03%Q2 2015Q1 20164
LOOMIS SAYLES & CO L P 440.02%0.04%0.06%Q4 2018Q3 20194
BROWN ADVISORY INC 440.01%0.01%0.01%Q2 2018Q1 20194
Aquatic Capital Management LLC 210.02%0.04%0.11%Q4 2021Q3 20234
ADVISORY RESEARCH INC 440.04%0.15%0.24%Q4 2022Q3 20234
AdvisorNet Financial, Inc 440.00%0.00%0.00%Q4 2022Q3 20234
Quadrature Capital Ltd 210.01%0.04%0.07%Q2 2021Q1 20234
Alliance Wealth Advisors, LLC /UT 440.19%0.21%0.23%Q4 2022Q3 20234
Parallax Volatility Advisers, L.P. 210.00%0.00%0.00%Q4 2017Q1 20194
DARK FOREST CAPITAL MANAGEMENT LP 210.00%0.06%0.18%Q1 2022Q3 20234
Ruedi Wealth Management, Inc. 440.03%0.03%0.04%Q4 2022Q3 20234
Source Financial Advisors LLC 440.16%0.20%0.24%Q4 2022Q3 20234
DUALITY ADVISERS, LP 210.06%0.12%0.19%Q1 2022Q3 20234
WESTFIELD CAPITAL MANAGEMENT CO LP 440.10%0.24%0.33%Q4 2022Q3 20234
HARDING LOEVNER LP 440.00%0.00%0.00%Q4 2021Q3 20224
FEDERATED HERMES, INC. 310.00%0.00%0.00%Q2 2013Q2 20174
TFS CAPITAL LLC 310.02%0.03%0.05%Q3 2013Q2 20154
Hardy Reed LLC 440.04%0.04%0.04%Q4 2022Q3 20234
SYSTM Wealth Solutions LLC 440.05%0.06%0.08%Q4 2022Q3 20234
C Partners Holding GmbH 440.04%0.08%0.11%Q4 2017Q3 20184
Harel Insurance Investments & Financial Services Ltd. 310.00%0.00%0.00%Q3 2020Q3 20234
KEYBANK NATIONAL ASSOCIATION/OH 440.00%0.00%0.00%Q4 2017Q3 20184
Marshall Wace North America L.P. 310.00%0.00%0.01%Q3 2019Q2 20214
TWO SIGMA INVESTMENTS, LP 210.00%0.00%0.00%Q4 2015Q1 20224
Caption Management, LLC 220.04%0.06%0.07%Q4 2019Q1 20204
CADENCE CAPITAL MANAGEMENT LLC 220.04%0.07%0.09%Q1 2013Q2 20154
TRUST CO OF OKLAHOMA 440.08%0.09%0.10%Q4 2022Q3 20234
Olistico Wealth, LLC 440.91%0.99%1.10%Q4 2022Q3 20234
Arabesque Asset Management Ltd 310.18%2.56%5.54%Q1 2020Q2 20214
ESSEX INVESTMENT MANAGEMENT CO LLC 440.02%0.02%0.02%Q2 2022Q1 20234
Baader Bank Aktiengesellschaft 110.02%0.11%0.14%Q3 2022Q1 20234
FIRST MANHATTAN CO. LLC. 440.00%0.00%0.00%Q4 2022Q3 20234
CNB Bank 330.00%0.01%0.01%Q4 2018Q2 20193
Steward Financial Group LLC 210.00%0.00%0.00%Q2 2022Q1 20233
Perimeter Capital Partners, LLC 330.32%0.42%0.52%Q2 2013Q4 20133
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 210.01%0.01%0.03%Q4 2021Q3 20233
6 Meridian 210.02%0.02%0.02%Q4 2020Q4 20213
SHELTON CAPITAL MANAGEMENT 210.01%0.01%0.01%Q4 2021Q2 20233
PICTET ASSET MANAGEMENT LTD 330.00%0.00%0.00%Q3 2020Q1 20213
Rehmann Capital Advisory Group 330.00%0.00%0.00%Q1 2019Q3 20193
FORA Capital, LLC 110.01%0.04%0.05%Q4 2020Q2 20233
Silvant Capital Management LLC 330.03%0.04%0.04%Q1 2018Q3 20183
DF DENT & CO INC 330.01%0.02%0.02%Q4 2017Q2 20183
Intellectus Partners, LLC 210.00%0.05%0.07%Q4 2016Q2 20233
Vanguard Personalized Indexing Management, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Sageworth Trust Co of South Dakota 330.00%0.01%0.02%Q4 2021Q2 20223
GROUP ONE TRADING, L.P. 110.00%0.00%0.00%Q1 2020Q1 20223
C M BIDWELL & ASSOCIATES LTD 210.07%0.10%0.12%Q1 2016Q2 20203
Manchester Capital Management LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Mitsubishi UFJ Asset Management Co., Ltd. 210.00%0.01%0.01%Q2 2013Q3 20233
TFO Wealth Partners, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Farther Finance Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
NAVELLIER & ASSOCIATES INC 330.86%1.05%1.15%Q1 2023Q3 20233
PUTNAM INVESTMENTS LLC 330.00%0.00%0.00%Q1 2023Q3 20233
NORDEA INVESTMENT MANAGEMENT AB 330.01%0.01%0.01%Q2 2020Q4 20203
CULLEN/FROST BANKERS, INC. 210.00%0.00%0.00%Q2 2021Q1 20233
PICTET ASSET MANAGEMENT SA 330.00%0.00%0.00%Q4 2022Q2 20233
Cambridge Investment Research Advisors, Inc. 330.01%0.01%0.02%Q4 2014Q2 20153
Quantamental Technologies LLC 110.01%0.05%0.11%Q4 2018Q1 20233
Sageworth Trust Co 330.00%0.00%0.00%Q2 2021Q4 20213
Avior Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 330.03%0.05%0.08%Q3 2022Q1 20233
COWA, LLC 210.04%0.04%0.05%Q4 2020Q3 20223
XPONANCE, INC. 330.00%0.00%0.00%Q1 2023Q3 20233
1st Global Advisors, Inc. 330.03%0.03%0.03%Q4 2016Q2 20173
Brinker Capital Investments, LLC 330.00%0.00%0.00%Q2 2022Q4 20223
CHICAGO EQUITY PARTNERS LLC 330.01%0.01%0.01%Q4 2013Q2 20143
Bayesian Capital Management, LP 330.03%0.04%0.04%Q4 2022Q2 20233
Janney Montgomery Scott LLC 210.00%0.00%0.00%Q4 2022Q3 20233
HOWE & RUSLING INC 210.00%0.01%0.01%Q2 2013Q1 20143
Pinnacle Wealth Planning Services, Inc. 210.00%0.02%0.04%Q4 2020Q2 20233
VAN ECK ASSOCIATES CORP 210.00%0.00%0.00%Q1 2021Q3 20233
A.R.T. Advisors, LLC 210.01%0.02%0.02%Q2 2014Q1 20163
J.P. Morgan Private Wealth Advisors LLC 210.00%0.00%0.00%Q4 2021Q2 20233
TWO SIGMA ADVISERS, LP 210.00%0.00%0.00%Q4 2014Q1 20233
Snowden Capital Advisors LLC 330.00%0.00%0.00%Q2 2019Q4 20193
Ceredex Value Advisors LLC 330.13%0.18%0.21%Q2 2022Q4 20223
ADVISOR PARTNERS II, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
EVERGREEN CAPITAL MANAGEMENT LLC 330.01%0.01%0.01%Q1 2023Q3 20233
JANUS HENDERSON INVESTORS US LLC 330.00%0.00%0.01%Q3 2016Q1 20173
EDMOND DE ROTHSCHILD HOLDING S.A. 330.00%0.00%0.00%Q1 2022Q3 20223
Verition Fund Management LLC 210.00%0.03%0.06%Q3 2017Q2 20233
Procyon Advisors, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Venturi Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
MSI Financial Services Inc 210.00%0.00%0.00%Q2 2013Q1 20163
Corient Private Wealth LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Smithfield Trust Co 330.01%0.01%0.01%Q2 2019Q4 20193
Integrated Wealth Concepts LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Strategic Wealth Partners, Ltd. 330.26%0.41%0.50%Q3 2022Q1 20233
Tevis Investment Management 220.29%0.29%0.30%Q2 2023Q3 20232
Stratos Wealth Partners, LTD. 220.00%0.00%0.00%Q4 2017Q1 20182
ELLINGTON MANAGEMENT GROUP LLC 220.07%0.18%0.29%Q2 2016Q3 20162
11 Capital Partners LP 222.30%2.32%2.35%Q2 2023Q3 20232
Key FInancial Inc 220.00%0.00%0.00%Q2 2023Q3 20232
Intrinsic Edge Capital Management LLC 110.50%0.53%0.55%Q2 2017Q2 20182
CX Institutional 220.00%0.00%0.00%Q2 2021Q3 20212
Tidal Investments LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Empower Advisory Group, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Ergoteles LLC 110.03%0.05%0.07%Q3 2020Q4 20222
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q2 2020Q3 20232
CAXTON ASSOCIATES LP 110.05%0.06%0.07%Q2 2021Q1 20222
HOLLENCREST CAPITAL MANAGEMENT 220.00%0.00%0.00%Q2 2023Q3 20232
Allianz Asset Management GmbH 110.00%0.00%0.00%Q2 2014Q2 20232
BRYN MAWR CAPITAL MANAGEMENT INC 220.07%0.08%0.08%Q2 2014Q3 20142
EAM Global Investors LLC 220.87%1.02%1.18%Q1 2023Q2 20232
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q3 2013Q2 20142
ARGI Investment Services, LLC 220.02%0.02%0.02%Q4 2020Q1 20212
Axiom Investment Management LLC 220.04%0.04%0.04%Q1 2019Q2 20192
TWINBEECH CAPITAL LP 220.08%0.11%0.14%Q2 2023Q3 20232
SeaCrest Wealth Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Central Square Management LLC 110.28%0.32%0.36%Q2 2014Q2 20152
Y-Intercept (Hong Kong) Ltd 110.03%0.05%0.06%Q1 2021Q4 20222
Skandinaviska Enskilda Banken AB (publ) 220.00%0.00%0.00%Q3 2021Q4 20212
EP Wealth Advisors, LLC 220.02%0.02%0.02%Q2 2018Q3 20182
Blue Trust, Inc. 220.00%0.00%0.00%Q1 2023Q2 20232
MARINO, STRAM & ASSOCIATES LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Portside Wealth Group, LLC 220.16%0.17%0.19%Q2 2023Q3 20232
CAPITAL ONE, NATIONAL ASSOCIATION 220.03%0.04%0.04%Q1 2014Q2 20142
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
AXA S.A. 220.00%0.00%0.00%Q2 2023Q3 20232
MACROVIEW INVESTMENT MANAGEMENT LLC 220.01%0.01%0.01%Q2 2023Q3 20232
WEXFORD CAPITAL LP 110.04%0.07%0.10%Q4 2016Q1 20232
MENTA CAPITAL LLC 110.06%0.10%0.13%Q1 2015Q4 20172
DFPG INVESTMENTS, LLC 220.06%0.06%0.06%Q1 2023Q2 20232
Hutchin Hill Capital, LP 110.02%0.03%0.03%Q3 2013Q2 20142
Orion Portfolio Solutions, LLC 110.00%0.00%0.00%Q2 2020Q1 20232
D.A. DAVIDSON & CO. 110.00%0.00%0.01%Q4 2014Q2 20152
Fortis Capital Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Financial Gravity Asset Management, Inc. 220.00%0.00%0.00%Q2 2019Q3 20192
Virtu Financial LLC 220.02%0.02%0.02%Q2 2019Q3 20192
XTX Topco Ltd 110.04%0.05%0.06%Q1 2023Q3 20232
Jupiter Investment Management Ltd 220.01%0.01%0.01%Q3 2016Q4 20162
RAMSEY QUANTITATIVE SYSTEMS 220.83%0.85%0.88%Q3 2016Q4 20162
Emerald Acquisition Ltd. 220.00%0.00%0.00%Q2 2016Q3 20162
Telemark Asset Management, LLC 220.79%0.80%0.80%Q4 2022Q1 20232
Krilogy Financial LLC 220.14%0.15%0.15%Q2 2023Q3 20232
OPPENHEIMER & CO INC 220.04%0.04%0.04%Q4 2014Q1 20152
Cornerstone Advisors, Inc. 220.00%0.00%0.00%Q1 2019Q2 20192
AlphaStar Capital Management, LLC 220.06%0.14%0.21%Q2 2023Q3 20232
Connor, Clark & Lunn Investment Management Ltd. 220.01%0.01%0.02%Q2 2023Q3 20232
Adams Asset Advisors, LLC 220.86%4.17%7.48%Q3 2019Q4 20192
Bridgecreek Investment Management, LLC 220.01%0.01%0.01%Q2 2013Q3 20132
Ridgewood Investments LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Point72 Middle East FZE 110.01%0.01%0.02%Q4 2022Q2 20232
OMERS ADMINISTRATION Corp 110.00%0.01%0.01%Q1 2018Q1 20202
Trivant Custom Portfolio Group, LLC 220.05%0.05%0.05%Q1 2023Q2 20232
SYMPHONY ASSET MANAGEMENT LLC 220.04%0.05%0.05%Q3 2016Q4 20162
Leucadia National 110.00%0.00%0.00%Q1 2023Q3 20232
Financial Architects, Inc 220.00%0.00%0.00%Q1 2017Q2 20172
CenterBook Partners LP 220.32%0.32%0.32%Q2 2023Q3 20232
SG3 Management, LLC 110.02%0.02%0.02%Q4 2020Q4 20202
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q3 2018Q3 20182
EVOKE WEALTH, LLC 220.00%0.00%0.00%Q3 2019Q4 20192
Campbell & CO Investment Adviser LLC 110.14%0.20%0.26%Q1 2021Q4 20222
Calamos Advisors LLC 220.01%0.01%0.01%Q1 2023Q2 20232
BOGLE INVESTMENT MANAGEMENT L P /DE/ 110.04%0.06%0.07%Q3 2013Q2 20162
Jane Street Holding, LLC 110.00%0.01%0.01%Q2 2013Q4 20132
PRW Wealth Management LLC 220.06%0.06%0.06%Q4 2018Q1 20192
B. Riley Wealth Advisors, Inc. 220.01%0.01%0.02%Q2 2023Q3 20232
GUIDANCE CAPITAL, INC 220.11%0.11%0.11%Q2 2023Q3 20232
Sonora Investment Management, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
WOLVERINE ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q1 2021Q1 20211
FNY Investment Advisers, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Private Capital Group, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Inspire Advisors, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
Guidance Point Advisors, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Wakefield Asset Management LLLP 110.06%0.06%0.06%Q4 2018Q4 20181
WHITE PINE CAPITAL LLC 110.08%0.08%0.08%Q4 2013Q4 20131
Pluribus Labs, LLC 110.50%0.50%0.50%Q4 2021Q4 20211
300 NORTH CAPITAL, LLC 110.05%0.05%0.05%Q1 2015Q1 20151
Summit Trail Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
STONNINGTON GROUP, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Empowered Funds, LLC 110.11%0.11%0.11%Q2 2023Q2 20231
Penserra Capital Management LLC 110.02%0.02%0.02%Q2 2023Q2 20231
TOTH FINANCIAL ADVISORY CORP 110.06%0.06%0.06%Q3 2020Q3 20201
GREENWOOD CAPITAL ASSOCIATES LLC 110.05%0.05%0.05%Q3 2023Q3 20231
EXENCIAL WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
West Tower Group, LLC 110.05%0.05%0.05%Q2 2023Q2 20231
Operose Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
LORD, ABBETT & CO. LLC 110.11%0.11%0.11%Q3 2023Q3 20231
Walleye Trading LLC 110.00%0.00%0.00%Q1 2016Q1 20161
Independent Portfolio Consultants, Inc. 110.02%0.02%0.02%Q2 2015Q2 20151
LGT Financial Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
NORDEN GROUP LLC 110.25%0.25%0.25%Q3 2023Q3 20231
First Trust Direct Indexing L.P. 110.02%0.02%0.02%Q4 2020Q4 20201
Diametric Capital, LP 110.23%0.23%0.23%Q3 2022Q3 20221
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
NATIXIS ADVISORS, L.P. 110.00%0.00%0.00%Q3 2023Q3 20231
Truvestments Capital LLC 110.00%0.00%0.00%Q4 2022Q4 20221
SAWGRASS ASSET MANAGEMENT LLC 110.02%0.02%0.02%Q4 2020Q4 20201
FRANKLIN RESOURCES INC 110.00%0.00%0.00%Q2 2023Q2 20231
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 110.01%0.01%0.01%Q2 2013Q2 20131
Irish Life Investment Managers Ltd. 110.00%0.00%0.00%Q2 2013Q2 20131
WHITTIER TRUST CO 110.00%0.00%0.00%Q1 2015Q1 20151
EA Series Trust 110.11%0.11%0.11%Q2 2023Q2 20231
O'Neil Global Advisors, Inc. 110.32%0.32%0.32%Q1 2023Q1 20231
Bridgewater Associates 110.01%0.01%0.01%Q3 2023Q3 20231
Argentus Capital Management, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Cordant, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Gradient Investments LLC 110.00%0.00%0.00%Q3 2023Q3 20231
GREAT VALLEY ADVISOR GROUP, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Caprock Group, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Illinois Municipal Retirement Fund 110.04%0.04%0.04%Q3 2023Q3 20231
DekaBank Deutsche Girozentrale 110.00%0.00%0.00%Q2 2020Q2 20201
Athanor Capital, LP 110.01%0.01%0.01%Q1 2021Q1 20211
abrdn plc 110.00%0.00%0.00%Q4 2021Q4 20211
AXQ CAPITAL, LP 110.09%0.09%0.09%Q1 2023Q1 20231
FIRST MERCANTILE TRUST CO 110.01%0.01%0.01%Q1 2014Q1 20141
ROYAL LONDON ASSET MANAGEMENT LTD 110.14%0.14%0.14%Q3 2019Q3 20191
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Independence Capital Asset Partners, LLC 110.20%0.20%0.20%Q4 2014Q4 20141
AlphaMark Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Teza Capital Management LLC 110.05%0.05%0.05%Q2 2023Q2 20231
Bartlett & Co. LLC 110.00%0.00%0.00%Q4 2020Q4 20201
ORG Partners LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Fiera Capital Corp 110.00%0.00%0.00%Q2 2016Q2 20161
Geneos Wealth Management Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
PATHSTONE FAMILY OFFICE, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Walleye Capital LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
KWMG, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Alpha Quant Advisors, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Ground Swell Capital, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
Plante Moran Financial Advisors, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Heritage Financial Services, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
Lee Financial Co 110.00%0.00%0.00%Q4 2021Q4 20211
Colonial Trust Co / SC 110.00%0.00%0.00%Q3 2023Q3 20231
Amalgamated Financial Corp. 110.01%0.01%0.01%Q1 2022Q1 20221
Csenge Advisory Group 110.00%0.00%0.00%Q3 2018Q3 20181
SAC Capital Advisors LP 110.00%0.00%0.00%Q2 2013Q2 20131
MERCER GLOBAL ADVISORS INC /ADV 110.00%0.00%0.00%Q3 2023Q3 20231
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q2 2013Q2 20131
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 110.00%0.00%0.00%Q2 2016Q2 20161
Blueshift Asset Management, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Sepio Capital, LP 110.04%0.04%0.04%Q2 2021Q2 20211
AMUNDI ASSET MANAGEMENT US, INC. 110.00%0.00%0.00%Q2 2019Q2 20191
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 110.03%0.03%0.03%Q3 2023Q3 20231
CreativeOne Wealth, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Global Trust Asset Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
361 CAPITAL LLC 110.31%0.31%0.31%Q2 2020Q2 20201
BNC WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Karp Capital Management Corp 110.00%0.00%0.00%Q1 2017Q1 20171
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q1 20221
Cetera Advisors LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Stanley-Laman Group, Ltd. 110.10%0.10%0.10%Q4 2013Q4 20131
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
BlueCrest Capital Management Ltd 110.01%0.01%0.01%Q1 2016Q1 20161
QRG CAPITAL MANAGEMENT, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
CAPSTONE INVESTMENT ADVISORS, LLC 110.01%0.01%0.01%Q3 2017Q3 20171
FORTEM FINANCIAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Trutina Financial LLC 110.01%0.01%0.01%Q1 2014Q1 20141
NATIXIS 110.00%0.00%0.00%Q3 2017Q3 20171
JOYN Advisors, Inc. 110.00%0.00%0.00%Q3 2018Q3 20181
Eudaimonia Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
TRUE Private Wealth Advisors 110.00%0.00%0.00%Q3 2018Q3 20181
CIBC Asset Management Inc 110.00%0.00%0.00%Q4 2021Q4 20211
Gyon Technologies Capital Management, LP 110.14%0.14%0.14%Q1 2021Q1 20211
U S GLOBAL INVESTORS INC 110.02%0.02%0.02%Q1 2014Q1 20141
Pearl River Capital, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
MOODY NATIONAL BANK TRUST DIVISION 110.00%0.00%0.00%Q1 2019Q1 20191
Magnus Financial Group LLC 110.03%0.03%0.03%Q2 2020Q2 20201
ONTARIO TEACHERS PENSION PLAN BOARD 110.01%0.01%0.01%Q3 2018Q3 20181
Ascent Wealth Partners, LLC 110.16%0.16%0.16%Q3 2023Q3 20231
TOMPKINS FINANCIAL CORP 110.00%0.00%0.00%Q2 2016Q2 20161
Lido Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
AXXCESS WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Absolute Return Capital, LLC 110.00%0.00%0.00%Q1 2014Q1 20141
HM PAYSON & CO 110.00%0.00%0.00%Q1 2022Q1 20221
Centiva Capital, LP 110.01%0.01%0.01%Q1 2023Q1 20231
OXFORD ASSET MANAGEMENT LLP 110.02%0.02%0.02%Q2 2017Q2 20171
NORTHWEST WEALTH MANAGEMENT, LLC 110.03%0.03%0.03%Q3 2018Q3 20181
SG Capital Management LLC 110.16%0.16%0.16%Q2 2018Q2 20181
Pictet Asset Management Holding SA 110.00%0.00%0.00%Q3 2023Q3 20231
MQS Management LLC 110.15%0.15%0.15%Q2 2023Q2 20231
OmniStar Financial Group, Inc. 110.02%0.02%0.02%Q1 2020Q1 20201
WELD CAPITAL MANAGEMENT LLC 110.15%0.15%0.15%Q4 2019Q4 20191
Aureus Asset Management, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Addison Advisors LLC 110.01%0.01%0.01%Q3 2022Q3 20221
SHEPHERD KAPLAN KROCHUK, LLC 110.03%0.03%0.03%Q2 2014Q2 20141
Lloyd Advisory Services, LLC. 110.25%0.25%0.25%Q3 2023Q3 20231
Parcion Private Wealth LLC 110.07%0.07%0.07%Q3 2023Q3 20231
External links

This page lists all the filers that currently own AAON INC or have owned AAON INC in the past.