AEGON N V shareholder history

Current and past AEGON N V shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1920.00%0.00%0.00%Q2 2013Q3 202383
BARCLAYS PLC 2920.00%0.00%0.00%Q2 2013Q2 202174
Citadel Advisors 2010.00%0.00%0.00%Q2 2013Q3 202361
HUNTINGTON NATIONAL BANK 2010.00%0.00%0.00%Q1 2009Q3 202351
GOLDMAN SACHS GROUP INC 4240.00%0.00%0.01%Q1 2012Q3 202346
BRANDES INVESTMENT PARTNERS, LP 44440.02%0.57%1.29%Q4 2012Q3 202344
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.00%Q2 2013Q3 202343
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
PRIVATE MANAGEMENT GROUP INC 42420.73%1.74%3.38%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.00%0.01%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.00%0.00%0.00%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.00%Q2 2013Q3 202342
SG Americas Securities, LLC 42420.00%0.01%0.02%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.00%0.01%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.01%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
Laird Norton Wetherby Wealth Management, LLC 42420.02%0.05%0.10%Q2 2013Q3 202342
NATIXIS ADVISORS, L.P. 42420.00%0.01%0.05%Q2 2013Q3 202342
DODGE & COX 42420.28%0.52%1.00%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.00%0.00%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.01%0.02%Q2 2013Q3 202342
Bank of New York Mellon Corp 26150.00%0.00%0.00%Q2 2013Q3 202341
Creative Planning 2480.00%0.00%0.00%Q2 2013Q3 202341
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28130.00%0.00%0.00%Q2 2013Q3 202341
DIMENSIONAL FUND ADVISORS LP 41410.00%0.00%0.01%Q2 2013Q2 202341
JFS WEALTH ADVISORS, LLC 3130.00%0.02%0.05%Q2 2013Q3 202340
GRACE & WHITE INC /NY 28120.28%1.13%1.94%Q2 2013Q3 202340
BOKF, NA 3280.00%0.04%0.22%Q2 2013Q2 202340
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3190.00%0.00%0.02%Q2 2013Q2 202340
COMERICA BANK 3910.00%0.01%0.01%Q2 2013Q2 202340
STIFEL FINANCIAL CORP 39390.00%0.00%0.01%Q1 2014Q3 202339
FIFTH THIRD BANCORP 39390.00%0.00%0.01%Q1 2014Q3 202339
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 27120.00%0.15%1.12%Q2 2013Q2 202339
CKW FINANCIAL GROUP 3720.00%0.01%0.02%Q4 2013Q3 202339
HighTower Advisors, LLC 1730.00%0.01%0.04%Q2 2013Q2 202338
ENVESTNET ASSET MANAGEMENT INC 19190.00%0.01%0.02%Q4 2013Q2 202338
RAYMOND JAMES & ASSOCIATES 38380.00%0.01%0.02%Q2 2014Q3 202338
DEUTSCHE BANK AG\ 38380.00%0.00%0.00%Q2 2014Q3 202338
Citizens Business Bank 26120.02%0.06%0.13%Q4 2012Q2 202238
CIBC WORLD MARKET INC. 2350.00%0.01%0.03%Q2 2013Q3 202337
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
SEI INVESTMENTS CO 36360.00%0.01%0.02%Q4 2014Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.01%0.01%0.02%Q2 2013Q1 202236
TRUIST FINANCIAL CORP 19160.00%0.02%0.07%Q2 2014Q3 202335
Allworth Financial LP 35350.00%0.00%0.00%Q1 2015Q3 202335
Cubist Systematic Strategies, LLC 1410.00%0.01%0.04%Q3 2014Q3 202334
GUGGENHEIM CAPITAL LLC 34340.00%0.01%0.02%Q3 2014Q4 202234
HIGHLAND CAPITAL MANAGEMENT, LLC 34340.01%0.03%0.04%Q2 2015Q3 202334
EAGLE ASSET MANAGEMENT INC 34340.00%0.00%0.00%Q1 2015Q2 202334
TWO SIGMA ADVISERS, LP 1920.00%0.01%0.03%Q2 2013Q3 202234
GLENMEDE TRUST CO NA 1590.00%0.00%0.00%Q3 2014Q3 202334
ENTERPRISE FINANCIAL SERVICES CORP 33330.00%0.00%0.01%Q2 2013Q2 202133
SIGNATUREFD, LLC 2670.00%0.01%0.02%Q1 2015Q3 202333
BUCKINGHAM STRATEGIC WEALTH, LLC 1010.00%0.02%0.06%Q2 2013Q3 202333
North Star Investment Management Corp. 16160.00%0.00%0.00%Q2 2015Q2 202332
Carroll Financial Associates, Inc. 2750.00%0.00%0.01%Q3 2013Q4 202132
EATON VANCE MANAGEMENT 2210.00%0.04%0.14%Q2 2013Q1 202232
QUADRANT CAPITAL GROUP LLC 32320.00%0.02%0.06%Q4 2015Q3 202332
Aperio Group, LLC 31310.03%0.05%0.07%Q2 2013Q4 202031
IFP Advisors, Inc 17140.00%0.00%0.01%Q4 2015Q3 202331
STOCK YARDS BANK & TRUST CO 2410.00%0.01%0.02%Q4 2014Q3 202331
JANE STREET GROUP, LLC 1810.00%0.00%0.01%Q4 2014Q3 202331
MARATHON CAPITAL MANAGEMENT 29290.02%0.28%0.59%Q3 2016Q3 202329
BlackRock Inc. 28280.00%0.00%0.00%Q4 2016Q3 202328
Dorsey & Whitney Trust CO LLC 2350.01%0.02%0.04%Q3 2016Q3 202328
FRANKLIN RESOURCES INC 1430.00%0.00%0.01%Q1 2015Q2 202328
FRONTIER INVESTMENT MGMT CO 18100.00%0.02%0.07%Q2 2013Q2 202028
Cutler Group LLC / CA 1150.00%0.00%0.00%Q4 2015Q4 201928
World Asset Management Inc 28280.00%0.02%0.04%Q2 2013Q1 202028
GEODE CAPITAL MANAGEMENT, LLC 2110.00%0.00%0.00%Q4 2013Q4 202128
MILLENNIUM MANAGEMENT LLC 710.00%0.00%0.01%Q3 2013Q3 202328
VANGUARD GROUP INC 28280.00%0.00%0.00%Q4 2016Q3 202328
Sargent Bickham Lagudis LLC 28280.00%0.00%0.00%Q1 2016Q4 202228
D.A. DAVIDSON & CO. 2350.00%0.00%0.00%Q2 2013Q4 202028
TWO SIGMA INVESTMENTS, LP 1110.00%0.01%0.03%Q2 2013Q1 202227
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 27270.00%0.00%0.01%Q2 2014Q4 202027
PEAK6 Group LLC 640.00%0.00%0.01%Q2 2013Q1 201827
Parallel Advisors, LLC 27270.00%0.00%0.01%Q4 2016Q2 202327
STATE STREET CORP 1110.00%0.00%0.00%Q2 2013Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.01%Q2 2013Q4 201927
OPPENHEIMER ASSET MANAGEMENT INC. 27270.00%0.01%0.05%Q1 2017Q3 202327
Tower Research Capital LLC (TRC) 1010.00%0.00%0.03%Q2 2013Q3 202327
M&T BANK CORP 27270.00%0.01%0.02%Q2 2013Q4 201927
REGIONS FINANCIAL CORP 27270.00%0.00%0.00%Q2 2013Q4 201927
SUNTRUST BANKS INC 26260.00%0.01%0.01%Q2 2013Q3 201926
Steward Partners Investment Advisory, LLC 1880.00%0.00%0.00%Q4 2016Q3 202326
Caprock Group, LLC 26260.00%0.02%0.11%Q2 2017Q3 202326
WADE G W & INC 2110.01%0.01%0.02%Q2 2015Q3 202326
Ballentine Partners, LLC 26260.00%0.01%0.01%Q1 2017Q2 202326
Invesco Ltd. 26260.00%0.00%0.00%Q2 2013Q3 201926
Checchi Capital Advisers, LLC 2510.01%0.01%0.02%Q3 2015Q2 202326
AMP Capital Investors Ltd 1250.00%0.01%0.02%Q2 2013Q1 202126
SIMPLEX TRADING, LLC 710.00%0.00%0.00%Q1 2015Q3 202326
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 2410.00%0.04%0.13%Q1 2017Q3 202325
FIRST TRUST ADVISORS LP 1260.00%0.00%0.01%Q1 2014Q1 202225
Renaissance Technologies 1210.00%0.01%0.03%Q2 2013Q3 202325
Crossmark Global Holdings, Inc. 2410.01%0.08%0.31%Q3 2016Q2 202325
Institute for Wealth Management, LLC. 25250.02%0.13%0.76%Q2 2017Q2 202325
GREENLEAF TRUST 1780.00%0.01%0.01%Q1 2017Q3 202325
First Horizon Advisors, Inc. 910.00%0.00%0.01%Q1 2012Q1 202225
Geneos Wealth Management Inc. 24240.00%0.00%0.00%Q1 2016Q4 202124
ROTHSCHILD INVESTMENT LLC /IL 24240.01%0.03%0.08%Q2 2013Q1 201924
Quantbot Technologies LP 710.00%0.01%0.05%Q2 2013Q3 202324
Corient Capital Partners, LLC 24240.01%0.02%0.04%Q4 2016Q3 202224
MUFG Americas Holdings Corp 1510.00%0.00%0.00%Q4 2010Q4 202024
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
Global Retirement Partners, LLC 24240.00%0.01%0.02%Q4 2017Q3 202324
Sandy Spring Bank 2010.00%0.00%0.02%Q2 2013Q4 202224
EVERGREEN CAPITAL MANAGEMENT LLC 23230.00%0.01%0.02%Q1 2018Q3 202323
LAKE STREET ADVISORS GROUP, LLC 23230.01%0.01%0.01%Q1 2018Q3 202323
Cornerstone Advisors, Inc. 1210.00%0.00%0.02%Q2 2013Q2 201923
Wealth Architects, LLC 1110.01%0.03%0.05%Q3 2015Q1 202323
PINNACLE ASSOCIATES LTD 23230.00%0.01%0.02%Q3 2013Q1 201923
INTRUST BANK NA 23230.02%0.18%0.31%Q2 2014Q4 201923
LS Investment Advisors, LLC 22220.00%0.00%0.00%Q2 2013Q3 201822
BB&T SECURITIES, LLC 22220.00%0.01%0.02%Q2 2014Q3 201922
RHUMBLINE ADVISERS 1220.00%0.00%0.00%Q3 2013Q3 202322
FMR LLC 2110.00%0.00%0.00%Q4 2013Q3 202322
Private Advisor Group, LLC 1110.00%0.00%0.01%Q4 2016Q2 202322
Russell Investments Group, Ltd. 650.00%0.00%0.01%Q4 2016Q3 202322
Raymond James Financial Services Advisors, Inc. 22220.00%0.00%0.01%Q4 2015Q1 202122
Cambridge Investment Research Advisors, Inc. 1010.00%0.00%0.04%Q3 2013Q1 202322
CENTRAL TRUST Co 950.00%0.00%0.01%Q1 2014Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
BBVA USA Bancshares, Inc. 21210.01%0.07%0.15%Q2 2014Q2 201921
People's United Financial, Inc. 20200.00%0.06%0.11%Q2 2014Q1 201920
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 20200.02%0.02%0.04%Q1 2014Q4 201820
Miller Investment Management, LP 920.04%0.07%0.13%Q3 2016Q3 202320
Janney Montgomery Scott LLC 510.00%0.01%0.04%Q3 2013Q3 202320
J.P. Morgan Private Wealth Advisors LLC 1730.00%0.00%0.01%Q2 2014Q3 201920
WOLVERINE TRADING, LLC 610.00%0.00%0.00%Q3 2016Q1 202120
HOLLENCREST CAPITAL MANAGEMENT 19190.02%0.03%0.04%Q4 2013Q2 201819
TWO SIGMA SECURITIES, LLC 1010.00%0.01%0.06%Q2 2017Q2 202319
Advisory Services Network, LLC 1310.00%0.00%0.01%Q4 2013Q1 202319
TOWNSQUARE CAPITAL LLC 19190.00%0.01%0.01%Q1 2019Q3 202319
Virtu Financial LLC 810.01%0.02%0.04%Q3 2017Q2 202319
EAGLE GLOBAL ADVISORS LLC 1270.02%0.14%0.25%Q2 2013Q3 201819
RIVERHEAD CAPITAL MANAGEMENT LLC 19190.00%0.01%0.03%Q1 2014Q3 201819
Advisors Asset Management, Inc. 19190.01%0.03%0.09%Q3 2016Q1 202119
Pinnacle Bancorp, Inc. 1110.00%0.00%0.01%Q1 2017Q3 202319
Lindbrook Capital, LLC 19190.01%0.01%0.02%Q4 2018Q2 202319
CPWM, LLC 19190.00%0.02%0.10%Q1 2018Q3 202219
FIRST HAWAIIAN BANK 840.00%0.01%0.03%Q4 2016Q3 202319
Transform Wealth, LLC 18180.01%0.06%0.26%Q2 2016Q3 202018
Bartlett & Co. LLC 740.00%0.00%0.00%Q2 2013Q3 202318
BESSEMER GROUP INC 810.00%0.00%0.00%Q2 2013Q2 202318
Commonwealth Equity Services, Inc 18180.00%0.00%0.01%Q2 2013Q3 201718
NEXT Financial Group, Inc 1170.00%0.00%0.02%Q2 2014Q1 202018
Independent Portfolio Consultants, Inc. 17170.01%0.06%0.23%Q2 2013Q2 201717
Rehmann Capital Advisory Group 17170.00%0.03%0.04%Q3 2015Q3 201917
OLD MISSION CAPITAL LLC 510.01%0.08%0.32%Q3 2015Q2 202317
CAMBIAR INVESTORS LLC 17170.00%1.02%2.17%Q2 2014Q2 201817
CAPSTONE ASSET MANAGEMENT CO 17170.01%0.06%0.19%Q2 2013Q2 201717
MERCER GLOBAL ADVISORS INC /ADV 1610.00%0.01%0.02%Q1 2019Q2 202317
Zions Bancorporation, N.A. 17170.00%0.00%0.00%Q3 2019Q3 202317
Ethic Inc. 16160.01%0.04%0.08%Q4 2019Q3 202316
AMERICAN CENTURY COMPANIES INC 16160.00%0.00%0.00%Q4 2019Q3 202316
SALEM INVESTMENT COUNSELORS INC 1110.00%0.00%0.00%Q4 2016Q4 202116
Summit Global Investments 16160.01%0.05%0.35%Q4 2019Q3 202316
Cetera Investment Advisers 1010.00%0.02%0.06%Q4 2015Q1 202316
Mork Capital Management, LLC 840.55%0.74%1.03%Q4 2014Q3 202016
GROUP ONE TRADING, L.P. 510.00%0.00%0.00%Q2 2013Q3 202316
Yorktown Management & Research Co Inc 1330.02%0.05%0.15%Q2 2013Q1 201816
Ellevest, Inc. 1510.00%0.01%0.02%Q4 2018Q2 202316
Adero Partners, LLC 1410.01%0.02%0.06%Q4 2019Q3 202315
BlackRock Investment Management, LLC 15150.00%0.00%0.00%Q2 2013Q4 201615
BROWN ADVISORY INC 15150.00%0.00%0.00%Q2 2016Q4 201915
Proficio Capital Partners LLC 15150.00%0.01%0.03%Q4 2015Q2 201915
Clarius Group, LLC 1210.01%0.01%0.03%Q2 2018Q3 202315
STEPHENS INC /AR/ 710.00%0.01%0.05%Q2 2014Q2 202115
VALLEY NATIONAL ADVISERS INC 15150.00%0.00%0.00%Q3 2019Q1 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
OFI Advisors LLC 1140.01%0.02%0.04%Q3 2011Q3 201515
WRAPMANAGER INC 830.02%0.08%0.15%Q4 2015Q1 202315
Ledyard National Bank 15150.01%0.01%0.01%Q2 2015Q4 201815
AE Wealth Management LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
Timber Hill LLC 15150.00%0.00%0.01%Q3 2014Q1 201815
Advisor Group, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
SAGE RHINO CAPITAL LLC 15150.02%0.03%0.04%Q1 2020Q3 202315
BANK OF NOVA SCOTIA 15150.00%0.00%0.00%Q1 2013Q3 201615
Cedar Mountain Advisors, LLC 15150.00%0.00%0.00%Q4 2019Q2 202315
MSI Financial Services Inc 15150.00%0.00%0.01%Q2 2013Q4 201615
SYNOVUS FINANCIAL CORP 910.00%0.00%0.00%Q2 2013Q2 202014
AMG National Trust Bank 14140.02%0.06%0.08%Q3 2015Q4 201814
MANUFACTURERS LIFE INSURANCE COMPANY, THE 1040.00%0.00%0.00%Q4 2014Q2 201814
Vanguard Personalized Indexing Management, LLC 950.01%0.03%0.08%Q1 2020Q3 202314
Wealthspire Advisors, L.P. 14140.00%0.01%0.02%Q4 2015Q1 201914
AMERICAN NATIONAL INSURANCE CO 14140.00%0.00%0.01%Q2 2013Q3 201614
Calvert Investment Management, Inc. 14140.01%0.07%0.15%Q3 2013Q4 201614
CREDIT SUISSE AG/ 1010.00%0.00%0.00%Q1 2013Q4 201914
GENESEE VALLEY TRUST CO 14140.10%0.18%0.24%Q2 2014Q3 201714
Fieldpoint Private Securities, LLC 730.00%0.05%0.16%Q3 2017Q2 202214
BTC Capital Management, Inc. 1040.01%0.02%0.02%Q3 2014Q3 201914
Virtu KCG Holdings LLC 720.00%0.02%0.11%Q3 2013Q2 201714
AR ASSET MANAGEMENT INC 14140.03%0.04%0.05%Q1 2020Q2 202314
CIBC BANK USA 14140.02%0.02%0.03%Q2 2015Q3 201814
Rockefeller Capital Management L.P. 810.00%0.00%0.00%Q1 2019Q4 202214
GUARDIAN CAPITAL ADVISORS LP 14140.15%0.31%0.46%Q3 2013Q4 201614
Valeo Financial Advisors, LLC 14140.00%0.00%0.00%Q3 2017Q4 202014
ADVISOR PARTNERS LLC 1310.01%0.02%0.03%Q4 2018Q2 202214
RITHOLTZ WEALTH MANAGEMENT 14140.01%0.02%0.04%Q2 2020Q3 202314
THOMPSON DAVIS & CO., INC. 13130.01%0.02%0.02%Q3 2014Q3 201713
Sharkey, Howes & Javer 1120.01%0.01%0.02%Q4 2015Q2 201913
Kestra Advisory Services, LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
Nelson Capital Management, LLC 1210.00%0.02%0.02%Q4 2017Q3 202213
Private Capital Group, LLC 1210.00%0.00%0.00%Q1 2019Q2 202213
Glenview Trust Co 310.00%0.02%0.06%Q4 2008Q3 202313
HBK INVESTMENTS L P 710.00%0.00%0.01%Q3 2013Q1 201913
FineMark National Bank & Trust 13130.00%0.00%0.00%Q2 2013Q2 201613
Cowen Prime Services LLC 940.00%0.00%0.01%Q2 2013Q3 201613
FDx Advisors, Inc. 810.00%0.01%0.01%Q2 2014Q2 202013
MASSMUTUAL TRUST CO FSB/ADV 630.00%0.00%0.01%Q1 2014Q3 201713
UNITED SERVICES AUTOMOBILE ASSOCIATION 760.00%0.00%0.00%Q2 2014Q3 201713
True North Advisors, LLC 13130.03%0.06%0.11%Q2 2020Q2 202313
Pacer Advisors, Inc. 1210.01%0.11%0.37%Q4 2013Q4 201713
BALDWIN BROTHERS LLC/MA 13130.00%0.00%0.00%Q1 2016Q1 201913
TORONTO DOMINION BANK 820.00%0.00%0.00%Q4 2014Q2 202313
Traynor Capital Management, Inc. 910.06%0.22%0.36%Q4 2014Q3 201813
UBS AG 660.00%0.00%0.01%Q2 2013Q3 201413
10-15 ASSOCIATES, INC. 940.02%0.08%0.12%Q2 2013Q3 201613
EVOKE WEALTH, LLC 12120.00%0.00%0.00%Q3 2019Q2 202212
Fruth Investment Management 12120.01%0.01%0.02%Q1 2020Q4 202212
FARMERS & MERCHANTS INVESTMENTS INC 12120.00%0.00%0.00%Q2 2013Q1 201612
MYCIO WEALTH PARTNERS, LLC 12120.00%0.00%0.00%Q4 2013Q3 201612
Column Capital Advisors, LLC 1110.00%0.00%0.00%Q1 2020Q2 202312
Lenox Wealth Advisors, LLC 12120.00%0.01%0.03%Q4 2017Q3 202012
Cresset Asset Management, LLC 720.00%0.00%0.00%Q4 2018Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Regal Investment Advisors LLC 1020.00%0.00%0.02%Q2 2013Q4 201812
First Command Financial Services, Inc. 12120.00%0.00%0.00%Q4 2016Q3 201912
First Allied Advisory Services, Inc. 930.00%0.01%0.01%Q2 2015Q1 201912
NOMURA ASSET MANAGEMENT CO LTD 12120.00%0.00%0.00%Q4 2020Q3 202312
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 840.00%0.00%0.01%Q1 2019Q3 202312
MAI Capital Management 12120.00%0.01%0.01%Q4 2015Q3 201812
KANALY TRUST CO 12120.00%0.00%0.00%Q1 2014Q4 201612
BALYASNY ASSET MANAGEMENT L.P. 610.00%0.00%0.00%Q4 2018Q2 202312
Berman Capital Advisors, LLC 12120.00%0.00%0.00%Q4 2018Q3 202112
WHITTIER TRUST CO OF NEVADA INC 840.00%0.00%0.00%Q4 2015Q3 202312
Gemmer Asset Management LLC 710.00%0.00%0.00%Q1 2018Q1 202212
LORD, ABBETT & CO. LLC 12120.00%0.01%0.03%Q2 2013Q1 201612
ASSETMARK, INC 12120.00%0.00%0.00%Q4 2015Q3 201812
American Portfolios Advisors 750.00%0.00%0.00%Q1 2019Q3 202212
DREMAN VALUE MANAGEMENT, L L C 12120.00%0.29%0.61%Q4 2013Q3 201612
Glassman Wealth Services 12120.00%0.00%0.00%Q3 2020Q2 202312
BALASA DINVERNO & FOLTZ LLC 12120.00%0.01%0.02%Q4 2019Q3 202212
AdvisorNet Financial, Inc 720.00%0.00%0.00%Q1 2018Q2 202312
First Command Bank 12120.00%0.00%0.00%Q4 2016Q3 201912
Transamerica Financial Advisors, Inc. 12120.00%0.00%0.01%Q2 2013Q1 201612
RAYMOND JAMES TRUST N.A. 830.00%0.00%0.00%Q1 2020Q3 202311
Morningstar Investment Services LLC 11110.01%0.01%0.01%Q3 2013Q1 201611
SRS Capital Advisors, Inc. 810.00%0.07%0.14%Q4 2016Q3 202311
CAPTRUST FINANCIAL ADVISORS 720.00%0.00%0.00%Q2 2020Q2 202311
Squarepoint Ops LLC 310.00%0.01%0.05%Q2 2015Q4 202211
OPPENHEIMER & CO INC 510.00%0.00%0.01%Q1 2016Q3 202311
Patriot Financial Group Insurance Agency, LLC 610.00%0.01%0.02%Q4 2016Q4 201911
Spire Wealth Management 11110.00%0.00%0.00%Q1 2021Q3 202311
NATIONAL PENN INVESTORS TRUST CO /PA 11110.01%0.04%0.09%Q3 2013Q1 201611
A.R.T. Advisors, LLC 510.00%0.01%0.03%Q4 2013Q4 201911
BRAVE ASSET MANAGEMENT INC 1010.00%0.00%0.01%Q4 2013Q3 201611
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 830.00%0.03%0.15%Q1 2018Q1 202211
Dorsey Wright & Associates 410.02%0.79%1.53%Q2 2013Q1 202311
Strategic Advisors LLC 620.18%0.36%0.54%Q3 2013Q2 201911
Rodgers Brothers Inc. 11110.05%0.16%0.23%Q3 2013Q1 201611
BlackRock Institutional Trust Company, N.A. 1010.00%0.00%0.00%Q1 2014Q4 201611
Clearstead Advisors, LLC 1010.00%0.00%0.00%Q1 2020Q3 202311
Financial Gravity Asset Management, Inc. 510.00%0.00%0.01%Q1 2018Q2 202310
First Trust Direct Indexing L.P. 10100.01%0.03%0.05%Q2 2021Q3 202310
Henry James International Management Inc. 640.03%0.09%0.26%Q1 2021Q3 202310
FinTrust Capital Advisors, LLC 10100.00%0.01%0.01%Q4 2018Q1 202110
COMMERCE BANK 10100.00%0.00%0.01%Q1 2015Q2 201710
BerganKDV Wealth Management, LLC 10100.00%0.00%0.00%Q2 2018Q3 202010
Zions Bancorporation 610.00%0.00%0.01%Q1 2015Q3 201810
BEACH INVESTMENT COUNSEL INC/PA 10100.02%0.02%0.02%Q2 2013Q3 201510
Financial Management Professionals, Inc. 10100.01%0.01%0.01%Q2 2013Q3 201510
Altium Wealth Management LLC 10100.04%0.04%0.05%Q1 2020Q2 202210
WELLINGTON MANAGEMENT GROUP LLP 730.00%0.01%0.02%Q1 2018Q3 202310
TRUST CO OF VERMONT 910.00%0.00%0.00%Q2 2016Q1 201910
Annex Advisory Services, LLC 10100.07%0.08%0.12%Q2 2013Q3 201510
SCHAFER CULLEN CAPITAL MANAGEMENT INC 10100.00%0.00%0.00%Q2 2013Q3 201510
Tradewinds Global Investors, LLC 10100.84%1.17%1.82%Q2 2013Q3 201510
LIBERTY WEALTH MANAGEMENT LLC 610.00%0.00%0.01%Q4 2018Q3 202110
IRON Financial LLC 810.06%0.09%0.11%Q4 2013Q1 20169
CITY HOLDING CO 990.00%0.00%0.00%Q3 2017Q3 20199
Ironwood Financial, llc 990.00%0.00%0.00%Q3 2019Q3 20219
WRIGHT INVESTORS SERVICE INC 810.17%0.80%1.16%Q2 2013Q3 20159
ETRADE Capital Management LLC 990.00%0.02%0.03%Q3 2015Q3 20179
SCOTIA CAPITAL INC. 710.00%0.01%0.03%Q2 2013Q1 20209
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 990.01%0.01%0.01%Q3 2021Q3 20239
SeaCrest Wealth Management, LLC 810.00%0.01%0.02%Q4 2017Q2 20229
HRT FINANCIAL LP 410.00%0.02%0.18%Q2 2017Q1 20239
PATHSTONE FAMILY OFFICE, LLC 710.00%0.00%0.02%Q2 2017Q1 20239
Hennion & Walsh Asset Management, Inc. 720.00%0.01%0.01%Q1 2021Q2 20239
Relative Value Partners Group, LLC 540.00%0.00%0.00%Q1 2021Q3 20239
TRUEWEALTH LLC 990.00%0.00%0.00%Q2 2018Q2 20209
FRANKLIN STREET ADVISORS INC /NC 990.01%0.02%0.02%Q3 2021Q3 20239
St. Johns Investment Management Company, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Optiver Holding B.V. 540.00%0.01%0.02%Q1 2021Q3 20239
Tradition Wealth Management, LLC 990.00%0.00%0.01%Q3 2021Q3 20239
Pinnacle Wealth Planning Services, Inc. 710.00%0.01%0.02%Q1 2020Q1 20239
MANAGED ACCOUNT ADVISORS LLC 990.00%0.02%0.03%Q2 2013Q2 20159
Princeton Alpha Management LP 520.02%0.04%0.10%Q1 2014Q1 20179
Accel Wealth Management 630.00%0.03%0.27%Q4 2020Q1 20239
BOSTON PRIVATE BANK & TRUST CO 880.00%0.00%0.00%Q2 2013Q1 20158
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Neuberger Berman Group LLC 620.00%0.00%0.00%Q4 2013Q3 20178
TOCQUEVILLE ASSET MANAGEMENT L.P. 710.00%0.00%0.00%Q4 2013Q3 20188
FEDERATED HERMES, INC. 410.00%0.04%0.10%Q3 2013Q1 20208
Tyers Asset Management LLC 880.01%0.01%0.01%Q4 2016Q3 20188
One Wealth Advisors, LLC 880.05%0.16%0.33%Q4 2017Q3 20198
YOUSIF CAPITAL MANAGEMENT, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Front Row Advisors LLC 620.00%0.01%0.01%Q4 2017Q2 20208
Capital Advisory Group Advisory Services, LLC 880.01%0.05%0.14%Q1 2018Q4 20198
Campbell & CO Investment Adviser LLC 510.02%0.09%0.18%Q2 2017Q2 20228
Nuveen Fund Advisors, LLC 880.01%0.07%0.10%Q2 2016Q1 20188
HOWE & RUSLING INC 880.00%0.00%0.00%Q4 2015Q3 20178
PEAK6 Investments LLC 440.00%0.00%0.01%Q3 2018Q2 20198
Integrated Investment Consultants, LLC 880.03%0.05%0.07%Q4 2015Q3 20178
MOTCO 610.00%0.00%0.00%Q1 2014Q2 20238
RDA Financial Network 880.01%0.02%0.03%Q1 2019Q4 20208
Winfield Associates, Inc. 880.00%0.00%0.00%Q1 2016Q4 20178
1st Global Advisors, Inc. 620.02%0.03%0.04%Q2 2014Q2 20178
MGO ONE SEVEN LLC 510.00%0.01%0.01%Q4 2017Q1 20238
COZAD ASSET MANAGEMENT INC 880.03%0.05%0.08%Q2 2018Q1 20208
WealthPLAN Partners, LLC 210.00%0.01%0.04%Q1 2015Q2 20238
Elkfork Partners LLC 880.01%0.01%0.01%Q4 2016Q3 20188
CWM, LLC 610.00%0.00%0.00%Q4 2017Q3 20238
WFG Advisors, LP 710.00%0.01%0.02%Q2 2013Q2 20158
RONALD BLUE & CO LLC 510.00%0.01%0.01%Q4 2013Q2 20178
Sequoia Financial Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
UNITED CAPITAL FINANCIAL ADVISORS, LLC 310.00%0.00%0.00%Q3 2014Q4 20198
STEVENS CAPITAL MANAGEMENT LP 310.00%0.02%0.04%Q2 2015Q1 20198
ALLIANCEBERNSTEIN L.P. 880.00%0.00%0.00%Q2 2013Q1 20158
Bell Investment Advisors, Inc 620.00%0.00%0.00%Q3 2021Q3 20238
FourThought Financial, LLC 880.00%0.01%0.01%Q4 2020Q3 20228
Brinker Capital Investments, LLC 710.00%0.00%0.00%Q4 2020Q4 20228
Glen Harbor Capital Management LLC 880.01%0.01%0.01%Q4 2016Q3 20188
Forum Financial Management, LP 880.00%0.00%0.00%Q4 2021Q3 20238
BALTIMORE CAPITAL MANAGEMENT, INC 711.16%1.56%1.83%Q1 2017Q1 20198
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
Graves Light Lenhart Wealth, Inc. 880.01%0.01%0.01%Q4 2018Q3 20208
DEERE & CO 880.04%0.05%0.06%Q4 2014Q3 20168
Meadow Creek Investment Management LLC 880.01%0.01%0.01%Q4 2016Q3 20188
Schechter Investment Advisors, LLC 770.04%0.05%0.05%Q4 2021Q2 20237
Avestar Capital, LLC 610.00%0.00%0.02%Q1 2018Q2 20207
Sigma Planning Corp 610.00%0.00%0.01%Q4 2016Q3 20197
Kingsview Wealth Management, LLC 610.01%0.02%0.04%Q3 2017Q3 20197
RUSSELL FRANK CO/ 770.00%0.00%0.00%Q2 2013Q4 20147
RELIANCE TRUST CO OF DELAWARE 610.01%0.02%0.02%Q1 2015Q4 20167
FOUNDERS BANK & TRUST 770.00%0.01%0.01%Q2 2013Q4 20147
Concorde Asset Management, LLC 770.14%0.20%0.24%Q1 2017Q3 20187
Freedom Investment Management, Inc. 510.01%0.01%0.02%Q1 2015Q2 20237
MCKINLEY CAPITAL MANAGEMENT LLC 770.00%0.04%0.08%Q2 2013Q4 20147
M&R CAPITAL MANAGEMENT INC 610.00%0.00%0.00%Q2 2016Q2 20217
Continuum Advisory, LLC 770.12%0.14%0.17%Q1 2017Q3 20187
Sowell Financial Services LLC 310.00%0.02%0.03%Q4 2016Q4 20207
RMB Capital Management, LLC 430.01%0.01%0.02%Q2 2013Q3 20177
MACQUARIE GROUP LTD 770.00%0.00%0.00%Q1 2022Q3 20237
Manchester Capital Management LLC 430.00%0.00%0.01%Q2 2014Q1 20227
TELEMUS CAPITAL, LLC 410.02%0.04%0.06%Q3 2013Q3 20177
PRIVATE TRUST CO NA 770.00%0.00%0.00%Q1 2013Q3 20147
DeDora Capital, Inc. 770.04%0.05%0.10%Q3 2021Q1 20237
Cerity Partners LLC 610.00%0.00%0.00%Q4 2021Q3 20237
Point View Wealth Management, Inc. 770.02%0.02%0.03%Q3 2018Q1 20207
Tyler-Stone Wealth Management 520.01%0.01%0.01%Q4 2021Q3 20237
NISA INVESTMENT ADVISORS, LLC 770.00%0.00%0.00%Q3 2018Q1 20207
Jefferies Group LLC 520.00%0.00%0.00%Q1 2015Q3 20177
Mutual Advisors, LLC 770.00%0.01%0.03%Q3 2021Q1 20237
Lee Financial Co 770.00%0.00%0.00%Q1 2022Q3 20237
Moreno Evelyn V 770.01%0.01%0.02%Q1 2022Q3 20237
Placemark Investments, Inc. 770.01%0.02%0.04%Q2 2013Q4 20147
EverSource Wealth Advisors, LLC 770.00%0.01%0.02%Q4 2021Q2 20237
FOX RUN MANAGEMENT, L.L.C. 110.02%0.04%0.07%Q1 2016Q1 20237
Bayesian Capital Management, LP 210.01%0.04%0.10%Q4 2016Q1 20237
SVB WEALTH LLC 510.00%0.00%0.01%Q2 2020Q3 20226
McCarthy Asset Management, Inc. 660.00%0.00%0.00%Q4 2020Q1 20226
PENN DAVIS MCFARLAND INC 660.03%0.04%0.04%Q2 2018Q3 20196
Bridgefront Capital, LLC 660.02%0.06%0.10%Q1 2021Q2 20226
Allianz Asset Management GmbH 660.01%0.02%0.04%Q1 2015Q2 20166
KEYBANK NATIONAL ASSOCIATION/OH 420.00%0.00%0.00%Q2 2016Q3 20206
MILLER HOWARD INVESTMENTS INC /NY 660.07%0.85%1.52%Q4 2017Q1 20196
Royal Fund Management, LLC 660.00%0.00%0.00%Q4 2018Q1 20206
BRANDYWINE OAK PRIVATE WEALTH LLC 660.03%0.04%0.05%Q1 2019Q2 20206
TODD ASSET MANAGEMENT LLC 310.04%0.07%0.09%Q2 2017Q3 20226
MONTAG A & ASSOCIATES INC 660.00%0.00%0.00%Q2 2022Q3 20236
SYSTEMATIC FINANCIAL MANAGEMENT LP 660.01%0.01%0.01%Q1 2014Q2 20156
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 660.00%0.00%0.01%Q4 2013Q1 20156
Destination Wealth Management 660.00%0.00%0.00%Q1 2018Q2 20196
BOSTON ADVISORS LLC 660.26%0.38%0.49%Q3 2013Q4 20146
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
HARBOUR INVESTMENTS, INC. 330.00%0.00%0.00%Q1 2021Q2 20236
BNP PARIBAS FINANCIAL MARKETS 510.00%0.00%0.00%Q3 2015Q3 20236
Argent Trust Co 410.03%0.03%0.04%Q3 2015Q3 20176
Laurel Wealth Planning LLC 660.00%0.00%0.00%Q3 2021Q4 20226
ROWLAND CARMICHAEL ADVISORS INC /ADV 660.06%0.10%0.12%Q2 2016Q3 20176
180 WEALTH ADVISORS, LLC 510.02%0.04%0.07%Q2 2018Q3 20206
ArchPoint Investors 510.02%0.11%0.14%Q3 2014Q3 20216
Walleye Trading LLC 310.00%0.00%0.01%Q2 2014Q1 20176
Quantinno Capital Management LP 660.00%0.01%0.01%Q2 2022Q3 20236
Blume Capital Management, Inc. 660.01%0.01%0.01%Q4 2014Q1 20166
Susquehanna International Securities, Ltd. 310.04%0.15%0.40%Q1 2019Q3 20236
OPTIMUM INVESTMENT ADVISORS 660.02%0.02%0.03%Q4 2013Q1 20156
BlackRock Fund Advisors 660.00%0.00%0.00%Q2 2013Q3 20146
1919 Investment Counsel, LLC 660.00%0.00%0.00%Q2 2013Q3 20146
B. Riley Wealth Advisors, Inc. 410.00%0.01%0.02%Q2 2013Q2 20236
GATEWAY INVESTMENT ADVISERS LLC 660.00%0.00%0.01%Q2 2013Q3 20146
TD ASSET MANAGEMENT INC 510.00%0.00%0.00%Q2 2013Q4 20146
BROWN BROTHERS HARRIMAN & CO 420.00%0.00%0.00%Q2 2014Q3 20186
FNY Investment Advisers, LLC 410.00%0.13%0.47%Q3 2018Q3 20206
IHT Wealth Management, LLC 660.00%0.01%0.02%Q4 2016Q1 20186
JTC Employer Solutions Trustee Ltd 550.00%0.00%0.00%Q3 2022Q3 20235
Vident Investment Advisory, LLC 550.00%0.01%0.02%Q2 2022Q2 20235
FIRST INTERSTATE BANK 550.00%0.00%0.00%Q3 2015Q3 20165
Vestmark Advisory Solutions, Inc. 550.01%0.01%0.02%Q1 2022Q1 20235
BFSG, LLC 410.02%0.10%0.12%Q2 2017Q3 20235
Arete Wealth Advisors, LLC 320.03%0.03%0.04%Q4 2016Q1 20185
ProVise Management Group, LLC 410.03%0.04%0.04%Q2 2018Q1 20205
Euclid Advisors LLC 550.03%0.11%0.21%Q4 2014Q4 20155
Capital Bank & Trust Co 550.00%0.00%0.00%Q1 2019Q1 20205
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 550.01%0.01%0.02%Q2 2022Q2 20235
UBS ASSET MANAGEMENT AMERICAS INC 310.00%0.00%0.01%Q4 2013Q3 20195
OppenheimerFunds, Inc. 550.00%0.00%0.00%Q4 2015Q4 20165
Legacy Financial Advisors, Inc. 550.01%0.01%0.01%Q4 2017Q4 20185
Claro Advisors LLC 410.03%0.05%0.05%Q4 2018Q1 20235
Blueshift Asset Management, LLC 320.01%0.03%0.10%Q2 2019Q4 20225
CIBC Private Wealth Group, LLC 320.00%0.00%0.00%Q4 2017Q2 20225
Veracity Capital LLC 550.03%0.04%0.04%Q1 2022Q1 20235
CLEAR INVESTMENT RESEARCH, LLC 550.00%0.00%0.00%Q3 2018Q3 20195
Sterling Capital Management LLC 550.00%0.00%0.00%Q4 2015Q4 20165
Convergence Investment Partners, LLC 410.00%0.03%0.06%Q2 2013Q1 20185
TCI Wealth Advisors, Inc. 320.00%0.01%0.01%Q4 2014Q3 20185
Plante Moran Financial Advisors, LLC 410.00%0.02%0.03%Q2 2017Q3 20195
Gradient Investments LLC 320.00%0.00%0.00%Q3 2013Q3 20235
ExodusPoint Capital Management, LP 310.00%0.00%0.00%Q1 2019Q1 20235
PERSONAL CFO SOLUTIONS, LLC 550.04%0.04%0.04%Q1 2022Q1 20235
Barrett Asset Management, LLC 550.00%0.00%0.00%Q4 2020Q4 20215
Kore Private Wealth LLC 320.00%0.00%0.00%Q4 2018Q2 20205
Freedman Financial Associates, Inc. 550.00%0.00%0.00%Q4 2020Q4 20215
Capital Investment Advisory Services, LLC 550.00%0.07%0.11%Q1 2019Q1 20205
ADVISOR PARTNERS II, LLC 550.01%0.02%0.03%Q3 2022Q3 20235
Arlington Partners LLC 410.00%0.00%0.00%Q1 2020Q3 20225
Mount Yale Investment Advisors, LLC 310.01%0.02%0.03%Q1 2018Q1 20205
SWS Partners 550.05%0.06%0.07%Q4 2017Q4 20185
McIlrath & Eck, LLC 410.00%0.01%0.02%Q3 2018Q1 20215
Engineers Gate Manager LP 320.00%0.01%0.02%Q1 2022Q3 20235
BAIRD ROBERT W & CO INC /WI/ 550.01%0.01%0.01%Q1 2014Q1 20155
Atria Investments, Inc 410.01%0.01%0.01%Q2 2013Q4 20185
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 550.03%0.03%0.03%Q1 2022Q1 20235
JOYN Advisors, Inc. 550.00%0.05%0.11%Q4 2017Q4 20185
Heritage Trust Co 320.01%0.05%0.14%Q1 2019Q2 20225
RBF Capital, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
VERUS CAPITAL PARTNERS, LLC 210.00%0.01%0.01%Q4 2019Q4 20225
MARSHALL WACE, LLP 210.00%0.00%0.01%Q1 2019Q2 20235
Segantii Capital Management Ltd 550.40%3.77%6.84%Q4 2017Q4 20185
TRUE Private Wealth Advisors 410.00%0.00%0.00%Q3 2018Q3 20205
Moors & Cabot, Inc. 440.00%0.00%0.01%Q3 2019Q2 20205
Capital Asset Advisory Services LLC 410.00%0.01%0.03%Q2 2022Q3 20235
Atria Wealth Solutions, Inc. 550.00%0.00%0.00%Q2 2022Q2 20235
Westover Capital Advisors, LLC 550.99%1.11%1.28%Q2 2013Q2 20145
AT Bancorp 320.04%0.50%1.07%Q1 2014Q2 20175
Qube Research & Technologies Ltd 210.00%0.02%0.02%Q4 2019Q1 20235
Vanguard Capital Wealth Advisors 550.05%0.07%0.10%Q3 2021Q3 20225
Five Oceans Advisors 550.03%0.03%0.04%Q3 2022Q3 20235
QUANTUM CAPITAL MANAGEMENT 550.02%0.05%0.08%Q3 2017Q3 20185
NewEdge Advisors, LLC 410.00%0.00%0.00%Q2 2021Q3 20235
Partnervest Advisory Services LLC 550.00%0.00%0.01%Q2 2013Q2 20145
Mariner, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Clearstead Trust, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
FIRST MANHATTAN CO. LLC. 310.00%0.00%0.00%Q3 2016Q2 20214
Sugarloaf Wealth Management, LLC 220.00%0.00%0.00%Q4 2019Q1 20234
MML INVESTORS SERVICES, LLC 310.00%0.00%0.00%Q1 2017Q1 20194
Balentine LLC 210.00%0.00%0.00%Q3 2015Q2 20194
Boit C F David 440.05%0.05%0.05%Q2 2021Q1 20224
BAKER TILLY WEALTH MANAGEMENT, LLC 440.01%0.01%0.01%Q2 2022Q1 20234
Legacy Wealth Asset Management, LLC 440.13%0.17%0.21%Q3 2022Q2 20234
Stanley-Laman Group, Ltd. 310.02%0.03%0.03%Q2 2014Q2 20164
Carolina Wealth Advisors, LLC 440.01%0.02%0.02%Q1 2020Q4 20204
First Personal Financial Services 440.00%0.00%0.00%Q4 2014Q3 20154
Schubert & Co 440.00%0.00%0.00%Q2 2022Q1 20234
Koss-Olinger Consulting, LLC 440.02%0.03%0.05%Q1 2021Q4 20214
Human Investing LLC 440.00%0.02%0.05%Q2 2019Q1 20204
Legacy Bridge, LLC 440.01%0.01%0.01%Q1 2019Q4 20194
HAP Trading, LLC 210.00%0.00%0.00%Q4 2020Q3 20224
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 210.03%0.03%0.04%Q2 2017Q3 20224
Keel Point, LLC 440.01%0.01%0.01%Q1 2021Q4 20214
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Orion Portfolio Solutions, LLC 310.00%0.00%0.00%Q4 2019Q3 20234
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 440.01%0.02%0.02%Q1 2018Q4 20184
New England Capital Financial Advisors LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Pacific Center for Financial Services 310.00%0.00%0.00%Q3 2022Q3 20234
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 440.01%0.01%0.02%Q2 2017Q1 20184
Covenant Multifamily Offices, LLC 310.01%0.03%0.04%Q2 2017Q1 20194
Hemenway Trust Co LLC 440.02%0.03%0.03%Q1 2015Q4 20154
Steward Financial Group LLC 220.00%0.00%0.00%Q1 2022Q1 20234
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 310.06%0.06%0.07%Q1 2018Q2 20194
CENTAURUS FINANCIAL, INC. 310.00%0.00%0.01%Q2 2018Q2 20204
Verition Fund Management LLC 210.01%0.01%0.02%Q4 2016Q2 20184
BB&T INVESTMENT SERVICES, INC. 440.01%0.01%0.02%Q4 2016Q3 20174
Parallax Volatility Advisers, L.P. 220.00%0.00%0.00%Q1 2014Q2 20144
Golden State Wealth Management, LLC 310.00%0.00%0.00%Q1 2019Q1 20204
Kavar Capital Partners, LLC 220.00%0.00%0.00%Q4 2013Q3 20154
VICUS CAPITAL 310.02%0.03%0.03%Q4 2017Q4 20194
PRENTISS SMITH & CO INC 440.01%0.01%0.01%Q3 2015Q2 20164
PITCAIRN CO 440.01%0.01%0.02%Q1 2017Q4 20174
BSW Wealth Partners 310.02%0.02%0.03%Q2 2019Q2 20204
Cetera Advisor Networks LLC 210.00%0.00%0.00%Q3 2016Q1 20234
Poehling Capital Management, INC. 440.08%0.11%0.13%Q4 2017Q3 20184
Mitsubishi UFJ Asset Management Co., Ltd. 440.00%0.00%0.00%Q2 2019Q1 20204
Lourd Capital, LLC 220.01%0.02%0.03%Q4 2017Q4 20184
Principal Street Partners, LLC 440.02%0.03%0.03%Q3 2022Q2 20234
MHI Funds, LLC 441.53%1.77%1.99%Q1 2018Q4 20184
Capital Advisors, Ltd. LLC 310.00%0.00%0.01%Q4 2013Q3 20184
HIGH POINTE CAPITAL MANAGEMENT LLC 440.03%0.04%0.04%Q2 2013Q1 20144
Secure Asset Management, LLC 440.02%0.24%0.39%Q4 2019Q3 20204
WESTPORT RESOURCES MANAGEMENT INC 440.00%0.00%0.00%Q2 2014Q1 20154
Ameritas Investment Company, LLC 310.00%0.00%0.00%Q4 2018Q1 20204
Onyx Bridge Wealth Group LLC 330.01%0.02%0.02%Q1 2023Q3 20233
Lido Advisors, LLC 330.01%0.02%0.02%Q1 2017Q3 20173
Snowden Capital Advisors LLC 210.00%0.00%0.00%Q3 2019Q4 20213
ELLINGTON MANAGEMENT GROUP LLC 110.01%0.04%0.10%Q4 2013Q2 20193
Acrospire Investment Management LLC 210.01%0.03%0.06%Q3 2016Q2 20173
Avantax Planning Partners, Inc. 110.00%0.00%0.01%Q4 2016Q3 20183
PGIM Custom Harvest LLC 210.01%0.02%0.03%Q4 2020Q3 20213
Paloma Partners Management Co 210.00%0.00%0.00%Q4 2019Q2 20213
Hexagon Capital Partners LLC 330.00%0.00%0.00%Q2 2022Q4 20223
MOODY NATIONAL BANK TRUST DIVISION 330.00%0.00%0.00%Q3 2018Q1 20193
SILVERCREST ASSET MANAGEMENT GROUP LLC 330.00%0.00%0.00%Q2 2020Q4 20203
OXFORD ASSET MANAGEMENT LLP 210.00%0.01%0.02%Q3 2015Q4 20183
Savant Capital, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
ASSOCIATED BANC-CORP 330.00%0.00%0.00%Q2 2020Q4 20203
Cypress Wealth Advisors LLC 330.05%0.06%0.07%Q3 2016Q1 20173
STERNE AGEE GROUP, INC. 330.03%0.04%0.05%Q3 2014Q1 20153
Engrave Wealth Partners LLC 330.00%0.00%0.00%Q4 2019Q2 20203
PDS Planning, Inc 330.01%0.01%0.01%Q1 2023Q3 20233
NOMURA HOLDINGS INC 330.00%0.00%0.01%Q4 2012Q2 20133
Axiom Investment Management LLC 330.04%0.04%0.05%Q4 2018Q2 20193
Airain ltd 330.01%0.01%0.02%Q4 2015Q2 20163
WILMINGTON TRUST CO 330.00%0.00%0.00%Q2 2013Q4 20133
NEW YORK STATE COMMON RETIREMENT FUND 330.00%0.00%0.00%Q1 2023Q3 20233
FSA Wealth Management LLC 330.00%0.00%0.00%Q4 2019Q2 20203
WealthStone, Inc. 210.00%0.05%0.08%Q2 2019Q4 20203
Marshall Wace North America L.P. 210.00%0.01%0.01%Q2 2019Q3 20213
CULLEN/FROST BANKERS, INC. 330.00%0.00%0.00%Q1 2019Q3 20193
Liberty Mutual Group Asset Management Inc. 330.01%0.01%0.01%Q3 2014Q1 20153
Capricorn Fund Managers Ltd 330.02%0.03%0.04%Q1 2023Q3 20233
DGS Capital Management, LLC 330.03%0.05%0.06%Q1 2022Q3 20223
Well Done, LLC 110.00%0.04%0.10%Q3 2017Q4 20183
Opes Advisors Inc 330.04%0.04%0.04%Q1 2017Q3 20173
Thomas J. Herzfeld Advisors, Inc. 330.01%0.01%0.01%Q4 2017Q2 20183
Israel Discount Bank of New York 330.02%0.04%0.05%Q1 2017Q3 20173
Sciencast Management LP 330.04%0.08%0.11%Q1 2017Q3 20173
Veritable, L.P. 210.00%0.01%0.02%Q4 2014Q2 20173
CONNABLE OFFICE INC 330.04%0.04%0.04%Q1 2015Q3 20153
SECURITY NATIONAL TRUST CO 330.00%0.00%0.00%Q1 2018Q3 20183
COUNTRY TRUST BANK 330.00%0.00%0.00%Q1 2018Q3 20183
Granahan Investment Management 330.00%0.01%0.02%Q3 2016Q1 20173
Glass Jacobson Investment Advisors llc 210.00%0.00%0.00%Q4 2022Q3 20233
Prime Capital Investment Advisors, LLC 210.00%0.00%0.00%Q4 2022Q3 20233
GPS Wealth Strategies Group, LLC 330.00%0.00%0.00%Q2 2021Q4 20213
INVESTMENT CENTERS OF AMERICA INC 330.01%0.01%0.01%Q3 2016Q1 20173
WEALTHFRONT Corp 330.00%0.00%0.00%Q1 2015Q3 20153
Financial Gravity Companies, Inc. 210.00%0.00%0.00%Q4 2017Q4 20183
Gryphon Financial Partners LLC 330.00%0.00%0.00%Q4 2017Q2 20183
PRELUDE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2016Q3 20203
SEARLE & CO. 330.01%0.01%0.01%Q4 2014Q2 20153
Trilogy Capital Inc. 330.00%0.00%0.00%Q1 2018Q3 20183
FFT WEALTH MANAGEMENT LLC 330.02%0.03%0.04%Q4 2016Q2 20173
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.01%0.01%0.01%Q4 2017Q3 20183
ADIRONDACK TRUST CO 210.00%0.00%0.00%Q1 2021Q2 20223
HSBC HOLDINGS PLC 330.00%0.00%0.00%Q1 2023Q3 20233
OLIO Financial Planning 210.10%0.13%0.19%Q1 2022Q3 20233
Quantamental Technologies LLC 330.00%0.01%0.01%Q1 2019Q3 20193
CANADA PENSION PLAN INVESTMENT BOARD 210.00%0.00%0.00%Q2 2013Q4 20193
Prospera Financial Services Inc 110.03%0.08%0.10%Q4 2013Q2 20223
FourThought Financial Partners, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
BENJAMIN F. EDWARDS & COMPANY, INC. 210.00%0.00%0.00%Q2 2013Q3 20193
Blackhawk Capital Partners LLC. 330.19%0.29%0.38%Q1 2018Q3 20183
MONETA GROUP INVESTMENT ADVISORS LLC 330.00%0.00%0.00%Q4 2017Q2 20183
Jane Street Holding, LLC 330.00%0.00%0.01%Q2 2013Q4 20133
XTX Topco Ltd 220.03%0.04%0.05%Q1 2021Q2 20212
Baker Ellis Asset Management LLC 220.01%0.02%0.02%Q4 2022Q1 20232
Truvestments Capital LLC 110.00%0.00%0.00%Q3 2018Q1 20192
LEAVELL INVESTMENT MANAGEMENT, INC. 220.05%0.05%0.05%Q2 2010Q3 20102
WHITENER CAPITAL MANAGEMENT, INC. 220.00%0.00%0.00%Q2 2019Q3 20192
Camarda Financial Advisors, LLC 220.01%0.01%0.01%Q2 2017Q3 20172
Krilogy Financial LLC 220.00%0.00%0.00%Q4 2016Q1 20172
CAPITAL GUARDIAN TRUST CO 110.00%0.00%0.00%Q3 2014Q1 20162
ANGELES WEALTH MANAGEMENT, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
FAIRFIELD, BUSH & CO. 220.01%0.01%0.02%Q2 2013Q3 20132
AIGEN INVESTMENT MANAGEMENT, LP 110.02%0.02%0.03%Q2 2020Q2 20222
Freestone Capital Holdings, LLC 220.00%0.01%0.01%Q4 2021Q1 20222
MAPLE SECURITIES USA INC 110.01%0.02%0.03%Q2 2014Q4 20142
PALLADIUM PARTNERS LLC 110.00%0.00%0.00%Q3 2013Q1 20142
Sound View Wealth Advisors, LLC 220.02%0.02%0.02%Q4 2018Q1 20192
CREATIVE FINANCIAL DESIGNS INC /ADV 220.00%0.00%0.00%Q1 2017Q2 20172
ASCEND CAPITAL, LLC 220.11%0.12%0.13%Q2 2013Q3 20132
REYNOLDS CAPITAL MANAGEMENT LLC 220.06%0.07%0.07%Q4 2013Q1 20142
JANICZEK WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Penserra Capital Management LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Stratos Wealth Partners, LTD. 220.00%0.00%0.00%Q4 2017Q1 20182
Gideon Capital Advisors, Inc. 220.06%0.08%0.11%Q4 2017Q1 20182
Aris Wealth Services, Inc. 220.00%0.00%0.00%Q2 2015Q3 20152
Schonfeld Strategic Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20232
Cornerstone Wealth Management, LLC 220.00%0.01%0.02%Q2 2018Q3 20182
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Alliance Wealth Advisors, LLC /UT 220.02%0.02%0.02%Q4 2022Q1 20232
DIXON HUBARD FEINOUR & BROWN INC/VA 220.03%0.03%0.03%Q1 2022Q2 20222
IBERIABANK CORP 220.01%0.01%0.01%Q4 2018Q1 20192
MCF Advisors LLC 220.00%0.00%0.00%Q1 2020Q2 20202
ICC CAPITAL MANAGEMENT INC/ 220.07%0.07%0.07%Q4 2014Q1 20152
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
CHOREO, LLC 220.02%0.02%0.02%Q1 2018Q2 20182
WASHINGTON TRUST BANK 220.00%0.00%0.00%Q1 2016Q2 20162
Shilanski & Associates, Inc. 110.07%0.08%0.09%Q1 2022Q4 20222
Cypress Capital Management LLC (WY) 220.00%0.00%0.00%Q1 2021Q2 20212
Smith Affiliated Capital Corp. 220.01%0.02%0.04%Q4 2015Q1 20162
LifePlan Financial Group, Inc 220.00%0.00%0.00%Q2 2020Q3 20202
VOLORIDGE INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.01%Q2 2022Q3 20222
ATWOOD & PALMER INC 220.00%0.00%0.00%Q2 2015Q3 20152
XY Capital Ltd 220.12%0.20%0.28%Q4 2022Q1 20232
Community Bank, N.A. 220.00%0.00%0.00%Q4 2017Q1 20182
Private Ocean, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
AUXIER ASSET MANAGEMENT 220.01%0.01%0.01%Q2 2019Q3 20192
Squar Milner Financial Services LLC 220.01%0.01%0.01%Q2 2018Q3 20182
Wallace Advisory Group, LLC 220.04%0.04%0.04%Q1 2023Q2 20232
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Baltimore-Washington Financial Advisors, Inc. 220.02%0.02%0.02%Q3 2021Q4 20212
STRS OHIO 220.01%0.01%0.01%Q2 2013Q3 20132
Voya Financial Advisors, Inc. 220.01%0.01%0.01%Q3 2018Q4 20182
Beverly Hills Private Wealth, LLC 220.05%0.05%0.05%Q4 2022Q1 20232
Alera Investment Advisors, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Hanson & Doremus Investment Management 220.01%0.01%0.01%Q1 2019Q2 20192
BANK OF NOVA SCOTIA TRUST CO 110.00%0.00%0.00%Q3 2015Q3 20172
Vigilant Capital Management, LLC 220.00%0.00%0.01%Q1 2018Q2 20182
GW&K Investment Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Ground Swell Capital, LLC 110.12%0.20%0.28%Q4 2022Q3 20232
FULTON BANK, N.A. 220.00%0.00%0.00%Q4 2019Q1 20202
Lenox Wealth Management, Inc. 220.00%0.00%0.00%Q1 2020Q2 20202
Sunbelt Securities, Inc. 220.12%0.13%0.15%Q3 2019Q4 20192
Brookstone Capital Management 220.00%0.00%0.00%Q2 2015Q3 20152
RATIONAL ADVISORS LLC 220.10%0.16%0.22%Q1 2009Q2 20092
SAC Capital Advisors LP 220.00%0.00%0.00%Q4 2013Q1 20142
INTEGRAL DERIVATIVES, LLC 220.01%0.01%0.01%Q3 2016Q4 20162
First Allied Asset Management, Inc. 220.01%0.02%0.02%Q4 2014Q1 20152
PARK NATIONAL CORP /OH/ 220.00%0.00%0.00%Q2 2017Q3 20172
Whitnell & Co. 220.00%0.00%0.00%Q1 2016Q2 20162
Randolph Co Inc 220.21%0.22%0.22%Q1 2015Q2 20152
West Family Investments, Inc. 220.02%0.02%0.03%Q2 2021Q3 20212
STANCORP INVESTMENT ADVISERS INC 220.00%0.00%0.00%Q4 2014Q1 20152
Winthrop Partners - WNY, LLC 220.02%0.02%0.02%Q1 2018Q2 20182
GREAT LAKES ADVISORS, LLC 110.00%0.00%0.00%Q1 2019Q3 20192
SII INVESTMENTS INC/WI 110.01%0.01%0.01%Q3 2015Q1 20162
Telemetry Investments, L.L.C. 220.03%0.03%0.03%Q2 2016Q3 20162
COLONY GROUP LLC 110.00%0.00%0.00%Q1 2014Q3 20152
IPG Investment Advisors LLC 220.05%0.05%0.06%Q1 2017Q2 20172
Verdence Capital Advisors LLC 220.06%0.07%0.08%Q4 2017Q1 20182
CULLINAN ASSOCIATES INC 110.02%0.02%0.02%Q1 2014Q3 20142
WELD CAPITAL MANAGEMENT LLC 220.05%0.08%0.12%Q2 2019Q3 20192
Jump Financial, LLC 110.00%0.00%0.00%Q2 2021Q2 20232
FLOW TRADERS U.S. LLC 110.12%0.12%0.12%Q3 2013Q3 20131
CNB Bank 110.00%0.00%0.00%Q1 2022Q1 20221
Elite Wealth Management, Inc. 110.05%0.05%0.05%Q3 2016Q3 20161
GETCO Holding Company, LLC 110.03%0.03%0.03%Q2 2013Q2 20131
Shay Capital LLC 110.04%0.04%0.04%Q1 2023Q1 20231
ATLAS CAPITAL ADVISORS LLC 110.03%0.03%0.03%Q1 2018Q1 20181
Delphi Private Advisors LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Weaver Consulting Group 110.00%0.00%0.00%Q4 2019Q4 20191
REGATTA CAPITAL GROUP, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
SFI Advisors, LLC 110.41%0.41%0.41%Q1 2022Q1 20221
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
American Financial Network Advisory Services LLC 110.00%0.00%0.00%Q4 2017Q4 20171
HIGH POINT BANK & TRUST CO 110.00%0.00%0.00%Q3 2013Q3 20131
Bollard Group LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Texan Capital Management 110.02%0.02%0.02%Q2 2016Q2 20161
PEAPACK GLADSTONE FINANCIAL CORP 110.00%0.00%0.00%Q2 2021Q2 20211
Simplicity Solutions, LLC 110.01%0.01%0.01%Q2 2017Q2 20171
LANDAAS & CO /WI /ADV 110.00%0.00%0.00%Q4 2017Q4 20171
FinTrust Investment Advisory Services, LLC 110.06%0.06%0.06%Q3 2017Q3 20171
Harel Insurance Investments & Financial Services Ltd. 110.00%0.00%0.00%Q1 2016Q1 20161
SG3 Management, LLC 110.08%0.08%0.08%Q4 2016Q4 20161
Simply Money Advisors 110.00%0.00%0.00%Q2 2013Q2 20131
SAL Trading, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
Csenge Advisory Group 110.01%0.01%0.01%Q3 2018Q3 20181
Zions Trust, National Association 110.02%0.02%0.02%Q3 2014Q3 20141
RIVERSVILLE CAPITAL, INC. 110.05%0.05%0.05%Q2 2013Q2 20131
JNBA Financial Advisors 110.00%0.00%0.00%Q3 2016Q3 20161
MinichMacGregor Wealth Management, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Susquehanna International Group Ltd. 110.03%0.03%0.03%Q3 2023Q3 20231
WIPFLI FINANCIAL ADVISORS LLC, 110.02%0.02%0.02%Q3 2022Q3 20221
Evolution Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
FNY Managed Accounts LLC 110.07%0.07%0.07%Q2 2017Q2 20171
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Anfield Capital Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
FNY Partners Fund LP 110.03%0.03%0.03%Q1 2017Q1 20171
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Karp Capital Management Corp 110.04%0.04%0.04%Q1 2017Q1 20171
NEW ENGLAND SECURITIES CORP /MA/ 110.00%0.00%0.00%Q2 2014Q2 20141
Almanack Investment Partners, LLC. 110.00%0.00%0.00%Q3 2022Q3 20221
BlueCrest Capital Management Ltd 110.00%0.00%0.00%Q2 2017Q2 20171
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.04%0.04%0.04%Q1 2017Q1 20171
Vident Advisory, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
SIMON QUICK ADVISORS, LLC 110.62%0.62%0.62%Q4 2016Q4 20161
SOUTH TEXAS MONEY MANAGEMENT LTD 110.00%0.00%0.00%Q3 2015Q3 20151
Harbour Capital Advisors, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
WESTWOOD HOLDINGS GROUP INC 110.00%0.00%0.00%Q1 2020Q1 20201
Ergoteles LLC 110.00%0.00%0.00%Q2 2021Q2 20211
CHILDRESS CAPITAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Claybrook Capital, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Lorne Steinberg Wealth Management Inc. 111.29%1.29%1.29%Q4 2020Q4 20201
Gyon Technologies Capital Management, LP 110.03%0.03%0.03%Q3 2020Q3 20201
OLD NATIONAL BANCORP /IN/ 110.00%0.00%0.00%Q1 2015Q1 20151
CLEAR STREET MARKETS LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Paragon Capital Management Ltd 110.00%0.00%0.00%Q3 2017Q3 20171
RGT Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
OLD MISSION CAPITAL, LLC 110.15%0.15%0.15%Q4 2020Q4 20201
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD 110.00%0.00%0.00%Q3 2013Q3 20131
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q2 2019Q2 20191
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
THRIVENT FINANCIAL FOR LUTHERANS 110.00%0.00%0.00%Q3 2017Q3 20171
Wealthspire Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
INR ADVISORY SERVICES LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Aurora Private Wealth, Inc. 110.05%0.05%0.05%Q4 2019Q4 20191
Cordatus Wealth Management LLC 110.26%0.26%0.26%Q2 2022Q2 20221
Thomasville National Bank 110.01%0.01%0.01%Q1 2015Q1 20151
1832 Asset Management L.P. 110.00%0.00%0.00%Q3 2016Q3 20161
Old North State Trust, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Aaron Wealth Advisors LLC 110.07%0.07%0.07%Q1 2022Q1 20221
Jolley Asset Management, LLC 110.01%0.01%0.01%Q4 2013Q4 20131
BRADLEY FOSTER & SARGENT INC/CT 110.00%0.00%0.00%Q1 2018Q1 20181
FOSTER & MOTLEY INC 110.01%0.01%0.01%Q4 2019Q4 20191
FIRST AMERICAN TRUST, FSB 110.02%0.02%0.02%Q2 2019Q2 20191
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
ASPIRIANT, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
SUMIT CAPITAL, LLC 111.40%1.40%1.40%Q1 2014Q1 20141
Exchange Capital Management, Inc. 110.00%0.00%0.00%Q4 2014Q4 20141
LAZARD ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q2 2016Q2 20161
TUDOR INVESTMENT CORP ET AL 110.00%0.00%0.00%Q4 2018Q4 20181
GIRARD PARTNERS LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
Covington Capital Management 110.00%0.00%0.00%Q4 2018Q4 20181
JAMES INVESTMENT RESEARCH INC 110.00%0.00%0.00%Q1 2019Q1 20191
tru Independence LLC 110.00%0.00%0.00%Q4 2019Q4 20191
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Syverson Strege & Co 110.00%0.00%0.00%Q1 2023Q1 20231
Evercore Wealth Management, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Clarkston Capital Partners, LLC 110.08%0.08%0.08%Q4 2014Q4 20141
CETERA INVESTMENT MANAGEMENT LLC 110.05%0.05%0.05%Q4 2015Q4 20151
Rossmore Private Capital 110.00%0.00%0.00%Q4 2017Q4 20171
Centiva Capital, LP 110.01%0.01%0.01%Q3 2021Q3 20211
CAPITAL FUND MANAGEMENT S.A. 110.00%0.00%0.00%Q4 2015Q4 20151
ROPES WEALTH ADVISORS LLC 110.00%0.00%0.00%Q4 2017Q4 20171
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
BOURGEON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Jaffetilchin Investment Partners, LLC 110.12%0.12%0.12%Q4 2016Q4 20161
AXXCESS WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Prestige Wealth Management Group LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Dixon Hughes Goodman Wealth Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
PRING TURNER CAPITAL GROUP INC 110.01%0.01%0.01%Q4 2013Q4 20131
Strategic Financial Concepts, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
VECTOR WEALTH MANAGEMENT, LLC 110.04%0.04%0.04%Q2 2012Q2 20121
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.00%0.00%0.00%Q3 2018Q3 20181
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 110.00%0.00%0.00%Q1 2020Q1 20201
MILES CAPITAL, INC. 110.06%0.06%0.06%Q4 2015Q4 20151
FOUNDERS FINANCIAL SECURITIES LLC 110.19%0.19%0.19%Q1 2017Q1 20171
Wealthstar Advisors, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q4 20181
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
GFS Advisors, LLC 110.02%0.02%0.02%Q1 2016Q1 20161
Kistler-Tiffany Companies, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
Horizon Investments, LLC 110.03%0.03%0.03%Q1 2017Q1 20171
AHL INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q4 2021Q4 20211
Cable Hill Partners, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Fortis Capital Advisors, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Gilbert & Cook, Inc. 110.04%0.04%0.04%Q2 2017Q2 20171
Baird Financial Group, Inc. 110.01%0.01%0.01%Q2 2015Q2 20151
Spears Abacus Advisors LLC 110.06%0.06%0.06%Q1 2016Q1 20161
Maven Securities LTD 110.02%0.02%0.02%Q3 2020Q3 20201
Summit Trail Advisors, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
VALLEY WEALTH MANAGERS, INC. 110.00%0.00%0.00%Q2 2022Q2 20221
AlphaQ Advisors LLC 110.08%0.08%0.08%Q4 2022Q4 20221
Nokota Management, LP 110.22%0.22%0.22%Q3 2013Q3 20131
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
GUARDIAN CAPITAL LP 110.01%0.01%0.01%Q3 2013Q3 20131
FIRST MERCANTILE TRUST CO 110.00%0.00%0.00%Q1 2014Q1 20141
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO 110.00%0.00%0.00%Q3 2022Q3 20221
Legacy Capital Group California, Inc. 110.04%0.04%0.04%Q1 2023Q1 20231
Jacobi Capital Management LLC 110.00%0.00%0.00%Q4 2017Q4 20171
1834 INVESTMENT ADVISORS CO 110.00%0.00%0.00%Q3 2019Q3 20191
DRW Securities, LLC 110.04%0.04%0.04%Q4 2017Q4 20171
CORRADO ADVISORS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
KING LUTHER CAPITAL MANAGEMENT CORP 110.00%0.00%0.00%Q1 2017Q1 20171
KELLEHER FINANCIAL ADVISORS 110.09%0.09%0.09%Q2 2019Q2 20191
Optas, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Leucadia National 110.00%0.00%0.00%Q1 2023Q1 20231
NumerixS Investment Technologies Inc 110.00%0.00%0.00%Q2 2020Q2 20201
Willingdon Wealth Management 110.00%0.00%0.00%Q1 2019Q1 20191
Financial Architects, Inc 110.01%0.01%0.01%Q2 2019Q2 20191
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.06%0.06%0.06%Q4 2015Q4 20151
9258 Wealth Management, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
VSR Financial Services, Inc. 110.01%0.01%0.01%Q1 2016Q1 20161
Founders Financial Alliance, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
CSS LLC/IL 110.01%0.01%0.01%Q4 2016Q4 20161
Telemus Investment Management, LLC 110.04%0.04%0.04%Q2 2013Q2 20131
Fiera Capital Corp 110.03%0.03%0.03%Q4 2016Q4 20161
Capital Wealth Planning, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Daiwa Securities Group Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
Measured Wealth Private Client Group, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
External links

This page lists all the filers that currently own AEGON N V or have owned AEGON N V in the past.