ADVANCED ENERGY INDS shareholder history

Current and past ADVANCED ENERGY INDS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 41410.00%0.00%0.02%Q3 2013Q3 2023110
Walleye Trading LLC 2360.00%0.00%0.01%Q1 2014Q3 202395
Citadel Advisors 2910.00%0.00%0.01%Q2 2013Q3 202388
BARCLAYS PLC 42420.00%0.00%0.01%Q2 2013Q3 202356
PEAK6 Investments LLC 21210.00%0.00%0.02%Q3 2018Q3 202354
CITIGROUP INC 42420.00%0.00%0.01%Q2 2013Q3 202348
D. E. Shaw & Co., Inc. 3330.00%0.00%0.01%Q3 2013Q3 202347
GOLDMAN SACHS GROUP INC 4240.00%0.00%0.01%Q1 2012Q3 202346
Zurcher Kantonalbank (Zurich Cantonalbank) 46460.00%0.00%0.02%Q2 2012Q3 202346
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.02%Q2 2013Q3 202343
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 43430.00%0.01%0.01%Q1 2013Q3 202343
CREDIT SUISSE AG/ 43430.00%0.00%0.01%Q1 2013Q3 202343
TEXAS PERMANENT SCHOOL FUND CORP 43430.01%0.02%0.04%Q1 2013Q3 202343
JPMORGAN CHASE & CO 42420.00%0.00%0.01%Q2 2013Q3 202342
PRICE T ROWE ASSOCIATES INC /MD/ 42420.00%0.01%0.02%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 42420.00%0.01%0.49%Q2 2013Q3 202342
ROYCE & ASSOCIATES LP 42420.09%0.20%0.31%Q2 2013Q3 202342
RHUMBLINE ADVISERS 42420.00%0.01%0.02%Q2 2013Q3 202342
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 42420.00%0.00%0.01%Q2 2013Q3 202342
Smith, Graham & Co., Investment Advisors, LP 42420.60%0.95%1.28%Q2 2013Q3 202342
AMERICAN INTERNATIONAL GROUP, INC. 42420.00%0.01%0.01%Q2 2013Q3 202342
Robotti & Company 42420.07%0.71%4.19%Q2 2013Q3 202342
PUBLIC SECTOR PENSION INVESTMENT BOARD 42420.01%0.03%0.06%Q2 2013Q3 202342
NEW YORK STATE COMMON RETIREMENT FUND 42420.00%0.03%0.05%Q2 2013Q3 202342
VANGUARD GROUP INC 42420.00%0.01%0.02%Q2 2013Q3 202342
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 42420.01%0.01%0.02%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
GEODE CAPITAL MANAGEMENT, LLC 42420.00%0.01%0.01%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 42420.01%0.01%0.03%Q2 2013Q3 202342
PRUDENTIAL FINANCIAL INC 42420.00%0.02%0.08%Q2 2013Q3 202342
ALLIANCEBERNSTEIN L.P. 42420.00%0.01%0.04%Q2 2013Q3 202342
VOYA INVESTMENT MANAGEMENT LLC 42420.00%0.02%0.06%Q2 2013Q3 202342
Swiss National Bank 42420.00%0.00%0.01%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 42420.00%0.02%0.06%Q2 2013Q3 202342
BlackRock Inc. 42420.00%0.01%0.02%Q2 2013Q3 202342
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42420.00%0.01%0.02%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.01%0.01%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.01%0.02%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.01%Q2 2013Q3 202342
NORGES BANK 4020.00%0.01%0.02%Q2 2012Q4 202242
DIMENSIONAL FUND ADVISORS LP 42420.02%0.03%0.05%Q2 2013Q3 202342
PRINCIPAL FINANCIAL GROUP INC 42420.01%0.03%0.07%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.00%0.01%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.00%0.00%0.02%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.01%0.01%0.02%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.05%0.11%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 21200.00%0.00%0.01%Q2 2013Q3 202341
NISA INVESTMENT ADVISORS, LLC 3470.00%0.01%0.01%Q2 2013Q3 202341
UBS ASSET MANAGEMENT AMERICAS INC 3830.00%0.00%0.00%Q2 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.01%Q2 2013Q3 202341
DEUTSCHE BANK AG\ 41410.00%0.01%0.04%Q3 2013Q3 202341
AMERICAN CENTURY COMPANIES INC 3830.00%0.01%0.02%Q2 2013Q3 202341
METROPOLITAN LIFE INSURANCE CO/NY 3470.00%0.01%0.03%Q2 2013Q3 202341
Arizona State Retirement System 3380.01%0.02%0.04%Q1 2013Q3 202341
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 3650.00%0.01%0.02%Q2 2013Q3 202341
AQR Capital Management 3610.00%0.01%0.03%Q4 2012Q3 202341
GUGGENHEIM CAPITAL LLC 22190.00%0.03%0.10%Q2 2013Q3 202341
COMERICA BANK 3920.00%0.02%0.03%Q2 2013Q3 202341
Louisiana State Employees Retirement System 40400.02%0.04%0.06%Q4 2013Q3 202340
THRIVENT FINANCIAL FOR LUTHERANS 3820.00%0.03%0.12%Q2 2013Q3 202340
STATE STREET CORP 3280.00%0.01%0.01%Q2 2013Q3 202340
SHELTON CAPITAL MANAGEMENT 40400.04%0.08%0.22%Q4 2013Q3 202340
FEDERATED HERMES, INC. 3460.00%0.02%0.04%Q2 2013Q3 202340
State of Tennessee, Treasury Department 3280.00%0.01%0.01%Q3 2013Q3 202340
MILLENNIUM MANAGEMENT LLC 2420.00%0.01%0.05%Q2 2013Q3 202340
BNP PARIBAS FINANCIAL MARKETS 2820.00%0.00%0.01%Q2 2013Q3 202339
KBC Group NV 19190.00%0.01%0.04%Q2 2013Q3 202338
GREAT WEST LIFE ASSURANCE CO /CAN/ 2110.00%0.01%0.01%Q4 2013Q3 202338
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 3350.00%0.00%0.02%Q1 2014Q3 202338
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202337
SG Americas Securities, LLC 2710.00%0.01%0.02%Q2 2013Q3 202337
Legal & General Group Plc 37370.00%0.00%0.01%Q3 2014Q3 202337
ProShare Advisors LLC 1620.00%0.00%0.01%Q2 2013Q3 202337
STRS OHIO 1840.00%0.00%0.01%Q2 2013Q3 202337
OAK ASSOCIATES LTD /OH/ 37370.02%0.11%0.27%Q3 2014Q3 202337
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.00%0.01%0.01%Q2 2013Q1 202236
US BANCORP \DE\ 3510.00%0.00%0.00%Q1 2014Q3 202336
Freedom Investment Management, Inc. 3420.02%0.08%0.22%Q3 2013Q3 202336
HUNTINGTON NATIONAL BANK 2010.00%0.00%0.00%Q1 2009Q3 202336
Aristotle Capital Boston, LLC 36360.64%1.34%2.04%Q4 2014Q3 202336
PEAK6 Group LLC 620.00%0.01%0.06%Q3 2013Q2 201835
GLOBEFLEX CAPITAL L P 23120.02%0.25%0.69%Q2 2013Q3 202335
First Horizon Advisors, Inc. 3140.00%0.00%0.01%Q2 2013Q3 202335
Renaissance Technologies 2920.00%0.03%0.09%Q2 2013Q3 202335
LOOMIS SAYLES & CO L P 35350.02%0.07%0.14%Q1 2015Q3 202335
FMR LLC 2410.00%0.01%0.04%Q2 2013Q3 202334
SHEETS SMITH WEALTH MANAGEMENT 34340.06%0.10%0.18%Q2 2015Q3 202334
PineBridge Investments, L.P. 2770.00%0.01%0.04%Q2 2013Q2 202334
Versant Capital Management, Inc 33330.00%0.01%0.04%Q4 2015Q4 202333
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 33330.00%0.01%0.04%Q3 2015Q3 202333
TEACHER RETIREMENT SYSTEM OF TEXAS 1470.00%0.00%0.01%Q2 2013Q3 202333
EARNEST PARTNERS LLC 33330.46%0.79%1.43%Q3 2015Q3 202333
Fisher Asset Management, LLC 33330.01%0.01%0.02%Q3 2015Q3 202333
GLENMEDE TRUST CO NA 1010.00%0.01%0.08%Q4 2006Q3 202332
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 32320.05%0.07%0.11%Q2 2013Q1 202132
Cubist Systematic Strategies, LLC 910.00%0.03%0.12%Q2 2014Q2 202331
Tower Research Capital LLC (TRC) 1410.00%0.01%0.03%Q3 2013Q3 202331
LOS ANGELES CAPITAL MANAGEMENT LLC 1660.00%0.01%0.02%Q4 2014Q3 202331
MASON STREET ADVISORS, LLC 31310.00%0.02%0.03%Q2 2013Q4 202031
QUADRANT CAPITAL GROUP LLC 31310.00%0.01%0.02%Q1 2016Q3 202331
CREDIT AGRICOLE S A 1710.00%0.02%0.11%Q3 2013Q3 202330
MACQUARIE GROUP LTD 1110.00%0.00%0.03%Q2 2013Q3 202330
Fiera Capital Corp 30300.01%0.09%0.21%Q2 2016Q3 202330
LPL Financial LLC 2110.00%0.00%0.01%Q2 2013Q3 202330
EATON VANCE MANAGEMENT 15150.00%0.00%0.00%Q1 2015Q3 202230
JANE STREET GROUP, LLC 1410.00%0.00%0.01%Q1 2014Q3 202330
STIFEL FINANCIAL CORP 30300.00%0.01%0.04%Q2 2016Q3 202330
ClariVest Asset Management LLC 1610.01%0.11%0.38%Q2 2013Q3 202329
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.00%0.00%Q2 2016Q3 202329
PANAGORA ASSET MANAGEMENT INC 2450.00%0.01%0.03%Q2 2013Q4 202129
TWO SIGMA ADVISERS, LP 2410.00%0.02%0.10%Q1 2014Q1 202329
Raymond James Financial Services Advisors, Inc. 2710.00%0.01%0.02%Q2 2013Q3 202329
SEI INVESTMENTS CO 2810.00%0.02%0.04%Q1 2016Q3 202329
Freestone Capital Holdings, LLC 2440.01%0.08%0.65%Q1 2016Q3 202328
IFP Advisors, Inc 1110.00%0.00%0.01%Q4 2015Q3 202328
SIGNATUREFD, LLC 2350.00%0.00%0.02%Q3 2015Q3 202328
TCI Wealth Advisors, Inc. 28280.00%0.00%0.00%Q2 2016Q1 202328
AMALGAMATED BANK 2080.01%0.01%0.02%Q3 2016Q3 202328
State of Alaska, Department of Revenue 28280.01%0.02%0.04%Q4 2016Q3 202328
Parkside Financial Bank & Trust 28280.00%0.00%0.00%Q4 2016Q3 202328
Ledyard National Bank 15130.00%0.02%0.06%Q4 2015Q2 202328
PROFUND ADVISORS LLC 1120.01%0.02%0.02%Q4 2013Q3 202328
VICTORY CAPITAL MANAGEMENT INC 1910.00%0.12%0.19%Q2 2015Q3 202328
Allianz Asset Management GmbH 2010.00%0.00%0.02%Q2 2013Q1 202328
Parallel Advisors, LLC 28280.00%0.00%0.00%Q4 2016Q3 202328
TUDOR INVESTMENT CORP ET AL 620.00%0.03%0.13%Q2 2013Q3 202328
FIRST CITIZENS BANK & TRUST CO 1310.01%0.04%0.08%Q2 2013Q1 202228
Russell Investments Group, Ltd. 28280.00%0.01%0.03%Q4 2016Q3 202328
Sutton Wealth Advisors Inc. 28280.02%0.03%0.06%Q1 2016Q4 202228
FDx Advisors, Inc. 27270.01%0.01%0.03%Q1 2017Q3 202327
AXA S.A. 1740.00%0.02%0.03%Q2 2014Q3 202327
OPPENHEIMER ASSET MANAGEMENT INC. 27270.03%0.05%0.11%Q1 2017Q3 202327
FIFTH THIRD BANCORP 1310.00%0.00%0.01%Q1 2014Q3 202327
Artemis Investment Management LLP 1370.03%0.16%0.52%Q3 2014Q1 202227
Ameritas Investment Partners, Inc. 27270.01%0.01%0.02%Q1 2017Q3 202327
WOLVERINE TRADING, LLC 310.00%0.00%0.01%Q3 2016Q1 202126
Gotham Asset Management, LLC 1420.00%0.08%0.16%Q2 2013Q1 202125
Cutler Group LLC / CA 920.00%0.00%0.02%Q4 2015Q2 202125
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1210.00%0.05%0.25%Q2 2013Q3 202325
GSA CAPITAL PARTNERS LLP 610.02%0.06%0.21%Q2 2013Q3 202325
FULLER & THALER ASSET MANAGEMENT, INC. 2410.00%0.02%0.37%Q4 2013Q3 202325
Steward Partners Investment Advisory, LLC 1870.00%0.00%0.00%Q1 2017Q3 202325
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 2310.00%0.02%0.04%Q1 2014Q3 202324
CWM, LLC 1680.00%0.00%0.00%Q3 2017Q3 202324
CONNABLE OFFICE INC 1410.04%0.07%0.12%Q1 2016Q3 202324
Municipal Employees' Retirement System of Michigan 1860.01%0.03%0.07%Q1 2014Q1 202024
LAZARD ASSET MANAGEMENT LLC 1710.00%0.00%0.02%Q1 2015Q3 202324
MetLife Investment Management, LLC 24240.01%0.01%0.02%Q4 2017Q3 202324
Squarepoint Ops LLC 710.00%0.02%0.09%Q2 2015Q2 202323
STATE OF WISCONSIN INVESTMENT BOARD 23230.00%0.01%0.02%Q1 2018Q3 202323
Allworth Financial LP 23230.00%0.00%0.00%Q1 2018Q3 202323
PINNACLE ASSOCIATES LTD 23230.28%0.37%0.51%Q1 2018Q3 202323
LS Investment Advisors, LLC 2120.00%0.01%0.02%Q2 2015Q1 202123
Glassman Wealth Services 1410.00%0.00%0.00%Q4 2017Q3 202322
Parallax Volatility Advisers, L.P. 610.00%0.00%0.00%Q4 2013Q2 202122
PITCAIRN CO 870.03%0.05%0.10%Q3 2013Q3 202322
Gemmer Asset Management LLC 22220.00%0.00%0.01%Q4 2016Q1 202222
TIAA CREF INVESTMENT MANAGEMENT LLC 22220.00%0.01%0.01%Q4 2013Q1 201922
Crossmark Global Holdings, Inc. 1610.01%0.01%0.02%Q3 2016Q3 202322
Ifrah Financial Services, Inc. 1210.07%0.08%0.11%Q3 2017Q3 202322
TEACHERS ADVISORS, LLC 22220.00%0.02%0.03%Q4 2013Q1 201922
CAPTRUST FINANCIAL ADVISORS 940.00%0.00%0.00%Q4 2017Q3 202321
HSBC HOLDINGS PLC 1710.00%0.00%0.02%Q4 2016Q3 202321
M&T BANK CORP 1920.00%0.00%0.01%Q3 2017Q3 202321
EAGLE BOSTON INVESTMENT MANAGEMENT INC 21210.24%1.01%1.63%Q2 2014Q2 201921
SHELL ASSET MANAGEMENT CO 11100.01%0.02%0.04%Q3 2016Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
ClearBridge Investments 21210.01%0.02%0.03%Q3 2018Q3 202321
Man Group plc 1380.00%0.02%0.07%Q1 2018Q3 202321
Quantbot Technologies LP 1210.00%0.05%0.24%Q3 2013Q3 202121
Integrated Investment Consultants, LLC 1210.06%0.11%0.16%Q1 2016Q3 202320
ALPS ADVISORS INC 1220.00%0.00%0.01%Q3 2014Q2 202320
EVERENCE CAPITAL MANAGEMENT INC 1910.04%0.05%0.07%Q3 2017Q3 202320
Global Retirement Partners, LLC 1370.00%0.00%0.01%Q3 2018Q3 202320
TD ASSET MANAGEMENT INC 720.00%0.01%0.03%Q2 2013Q3 202320
Aperio Group, LLC 20200.00%0.00%0.01%Q1 2016Q4 202020
PDT Partners, LLC 820.01%0.16%0.42%Q2 2013Q1 202320
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 20200.01%0.01%0.02%Q4 2018Q3 202320
TWO SIGMA INVESTMENTS, LP 510.00%0.01%0.03%Q4 2013Q4 202220
Winslow, Evans & Crocker, Inc. 1710.00%0.02%0.08%Q4 2013Q4 202019
SYSTEMATIC FINANCIAL MANAGEMENT LP 910.00%0.07%0.42%Q2 2013Q2 201919
Private Capital Group, LLC 19190.00%0.00%0.01%Q4 2017Q2 202219
WELLINGTON MANAGEMENT GROUP LLP 1420.00%0.00%0.01%Q2 2013Q1 202019
LADENBURG THALMANN FINANCIAL SERVICES INC. 1720.00%0.00%0.01%Q3 2014Q4 201919
MEEDER ASSET MANAGEMENT INC 1030.00%0.01%0.02%Q3 2016Q3 202219
PUTNAM INVESTMENTS LLC 1810.00%0.01%0.03%Q1 2014Q4 201819
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 910.01%0.04%0.15%Q1 2017Q3 202319
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 19190.01%0.05%0.13%Q2 2017Q4 202119
BBVA USA Bancshares, Inc. 1360.02%0.04%0.07%Q2 2016Q1 202119
HOMESTEAD ADVISERS CORP 19190.09%0.13%0.19%Q1 2019Q3 202319
KEYBANK NATIONAL ASSOCIATION/OH 18180.00%0.00%0.01%Q2 2019Q3 202318
HALL LAURIE J TRUSTEE 1080.00%0.01%0.01%Q1 2018Q4 202218
SIMPLEX TRADING, LLC 610.00%0.01%0.08%Q1 2015Q3 202318
Nuveen Asset Management, LLC 18180.00%0.01%0.01%Q2 2019Q3 202318
LORD, ABBETT & CO. LLC 18180.00%0.02%0.08%Q2 2019Q3 202318
ASSETMARK, INC 1620.00%0.00%0.00%Q3 2017Q3 202318
PRELUDE CAPITAL MANAGEMENT, LLC 410.00%0.01%0.02%Q1 2013Q2 202118
VIRGINIA RETIREMENT SYSTEMS ET AL 750.00%0.01%0.03%Q4 2016Q3 202318
Nationwide Fund Advisors 1430.00%0.01%0.02%Q2 2013Q3 201717
Paloma Partners Management Co 1410.00%0.01%0.02%Q3 2015Q4 202017
Dynamic Technology Lab Private Ltd 510.03%0.11%0.26%Q4 2015Q1 202317
State of New Jersey Common Pension Fund D 17170.01%0.01%0.01%Q3 2019Q3 202317
OXFORD ASSET MANAGEMENT LLP 910.01%0.07%0.16%Q2 2013Q3 201817
NORDEA INVESTMENT MANAGEMENT AB 17170.00%0.01%0.02%Q2 2014Q2 201817
CAMBIAR INVESTORS LLC 1070.08%0.10%0.20%Q2 2019Q3 202317
MACKENZIE FINANCIAL CORP 1340.00%0.02%0.04%Q2 2016Q3 202317
CAPSTONE ASSET MANAGEMENT CO 17170.01%0.01%0.02%Q2 2013Q2 201717
Phocas Financial Corp. 16160.41%0.76%0.99%Q4 2019Q3 202316
Rockefeller Capital Management L.P. 1240.00%0.00%0.00%Q2 2018Q4 202216
BALYASNY ASSET MANAGEMENT L.P. 910.00%0.00%0.01%Q3 2017Q3 202316
ETRADE Capital Management LLC 970.03%0.08%0.16%Q2 2013Q2 201816
BRIDGEWAY CAPITAL MANAGEMENT, LLC 830.00%0.02%0.04%Q2 2013Q3 201816
LSV ASSET MANAGEMENT 810.00%0.02%0.06%Q2 2013Q4 202016
RIVERHEAD CAPITAL MANAGEMENT LLC 16160.00%0.01%0.01%Q4 2015Q3 201916
BOKF, NA 730.01%0.01%0.01%Q3 2016Q3 202316
Hardman Johnston Global Advisors LLC 16160.44%1.05%2.06%Q4 2019Q3 202316
BAMCO INC /NY/ 16160.01%0.10%0.17%Q4 2019Q3 202316
HighTower Advisors, LLC 1210.00%0.00%0.00%Q1 2017Q3 202316
CAPITAL FUND MANAGEMENT S.A. 810.00%0.03%0.10%Q2 2017Q3 202316
Ensign Peak Advisors, Inc 16160.00%0.00%0.01%Q4 2019Q3 202316
BlackRock Investment Management, LLC 15150.00%0.01%0.01%Q2 2013Q4 201615
BLACKROCK ADVISORS LLC 15150.00%0.00%0.02%Q2 2013Q4 201615
UBS AG 660.00%0.00%0.00%Q2 2013Q3 201415
Cortina Asset Management, LLC 620.01%0.31%0.77%Q1 2014Q2 201915
BlackRock Institutional Trust Company, N.A. 15150.00%0.01%0.01%Q2 2013Q4 201615
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
ACADIAN ASSET MANAGEMENT LLC 610.00%0.01%0.06%Q4 2014Q2 202315
OFI Advisors LLC 1140.01%0.02%0.02%Q3 2011Q3 201515
Janney Montgomery Scott LLC 810.00%0.01%0.02%Q3 2016Q3 202315
Carroll Financial Associates, Inc. 15150.00%0.00%0.00%Q2 2018Q4 202115
Creative Planning 710.00%0.00%0.00%Q3 2014Q3 202315
Numeric Investors LLC 1410.01%0.17%0.43%Q2 2013Q4 201715
VAN ECK ASSOCIATES CORP 1120.00%0.00%0.01%Q2 2013Q3 202315
HBK INVESTMENTS L P 610.00%0.01%0.03%Q2 2013Q3 202315
BlackRock Fund Advisors 15150.01%0.02%0.03%Q2 2013Q4 201615
NATIXIS ADVISORS, L.P. 1410.00%0.02%0.03%Q4 2019Q3 202315
BESSEMER GROUP INC 810.00%0.00%0.01%Q1 2016Q3 202315
MARTINGALE ASSET MANAGEMENT L P 1410.01%0.04%0.08%Q2 2013Q1 201815
BlackRock Group LTD 15150.00%0.00%0.00%Q2 2013Q4 201615
Sound Income Strategies, LLC 14140.00%0.00%0.00%Q1 2018Q2 202114
Spot Trading L.L.C 210.00%0.00%0.03%Q2 2013Q1 201714
Praesidium Investment Management Company, LLC 14141.99%4.22%6.95%Q1 2015Q2 201814
WHITTIER TRUST CO 910.00%0.00%0.00%Q3 2017Q3 202314
MUFG Americas Holdings Corp 1020.00%0.00%0.02%Q1 2013Q2 201814
WESTFIELD CAPITAL MANAGEMENT CO LP 730.06%0.17%0.26%Q3 2014Q2 202114
OppenheimerFunds, Inc. 14140.00%0.00%0.00%Q4 2015Q1 201914
Handelsbanken Fonder AB 14140.00%0.00%0.00%Q2 2020Q3 202314
JANUS HENDERSON GROUP PLC 950.00%0.01%0.03%Q2 2018Q3 202314
Inspire Investing, LLC 1110.03%0.04%0.08%Q4 2017Q3 202314
WESTPORT RESOURCES MANAGEMENT INC 14140.01%0.08%0.16%Q2 2013Q3 201614
First Bank & Trust 1310.01%0.04%0.07%Q2 2019Q2 202314
PICTET ASSET MANAGEMENT LTD 14140.00%0.03%0.07%Q1 2018Q2 202114
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 1310.00%0.01%0.04%Q1 2013Q4 201714
HOWE & RUSLING INC 420.00%0.01%0.03%Q2 2013Q1 202114
PATHSTONE FAMILY OFFICE, LLC 1110.00%0.01%0.02%Q4 2018Q3 202314
BRINKER CAPITAL INC 1220.02%0.02%0.02%Q4 2016Q2 202014
Teton Advisors, Inc. 13130.05%0.19%0.35%Q4 2018Q4 202113
Cornerstone Advisors, Inc. 13130.00%0.01%0.02%Q2 2016Q2 201913
Engineers Gate Manager LP 510.01%0.05%0.25%Q2 2017Q2 202313
CAROLINAS WEALTH CONSULTING LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
UNITED CAPITAL FINANCIAL ADVISORS, LLC 1210.00%0.00%0.01%Q3 2016Q4 201913
Point72 Hong Kong Ltd 410.00%0.00%0.01%Q2 2017Q3 202213
Clark Capital Management Group, Inc. 730.02%0.07%0.27%Q3 2016Q2 202113
1st Global Advisors, Inc. 940.05%0.09%0.12%Q2 2013Q2 201713
ADAMS DIVERSIFIED EQUITY FUND, INC. 13130.01%0.03%0.06%Q2 2016Q2 201913
Green Alpha Advisors, LLC 13130.60%1.06%1.26%Q4 2020Q4 202313
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13130.01%0.02%0.02%Q3 2020Q3 202313
CIM INVESTMENT MANAGEMENT INC 1210.09%0.12%0.14%Q4 2014Q3 202313
STEVENS CAPITAL MANAGEMENT LP 510.01%0.02%0.04%Q2 2013Q2 201813
Meadow Creek Investment Management LLC 12120.00%0.01%0.01%Q4 2016Q3 201912
INVESTMENT COUNSELORS OF MARYLAND LLC 12120.07%1.03%1.57%Q3 2018Q2 202112
Lisanti Capital Growth, LLC 510.30%0.97%1.56%Q1 2014Q2 202312
Elkfork Partners LLC 12120.00%0.01%0.01%Q4 2016Q3 201912
BDO Wealth Advisors, LLC 12120.00%0.00%0.00%Q3 2020Q2 202312
Glen Harbor Capital Management LLC 12120.01%0.01%0.01%Q4 2016Q3 201912
Holocene Advisors, LP 840.00%0.01%0.02%Q1 2018Q2 202212
FARMERS & MERCHANTS INVESTMENTS INC 750.00%0.00%0.00%Q4 2016Q3 202312
Tyers Asset Management LLC 12120.00%0.01%0.01%Q4 2016Q3 201912
HRT FINANCIAL LP 610.01%0.02%0.04%Q4 2019Q3 202312
Richard Bernstein Advisors LLC 12120.05%0.29%0.51%Q1 2016Q4 201812
Assenagon Asset Management S.A. 510.00%0.03%0.07%Q3 2017Q1 202312
HIGHBRIDGE CAPITAL MANAGEMENT LLC 510.00%0.01%0.02%Q3 2013Q1 201812
CHICAGO EQUITY PARTNERS LLC 12120.02%0.05%0.09%Q3 2015Q2 201812
MACKAY SHIELDS LLC 1020.00%0.02%0.03%Q1 2018Q1 202112
Tarbox Family Office, Inc. 12120.00%0.00%0.00%Q2 2019Q1 202212
Vontobel Holding Ltd. 12120.00%0.01%0.03%Q4 2020Q3 202312
Commonwealth Equity Services, Inc 12120.01%0.01%0.01%Q4 2014Q3 201712
KILLEN GROUP INC 12120.65%1.01%1.28%Q2 2013Q1 201612
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 1020.01%0.02%0.06%Q4 2019Q3 202312
Fieldpoint Private Securities, LLC 720.00%0.02%0.06%Q3 2017Q2 202212
SCOUT INVESTMENTS, INC. 12120.12%0.16%0.21%Q4 2020Q3 202312
QUENTEC ASSET MANAGEMENT LLC 910.52%2.22%4.05%Q2 2013Q4 201712
Robeco Institutional Asset Management B.V. 12120.01%0.27%0.69%Q3 2016Q2 201912
Patriot Financial Group Insurance Agency, LLC 1010.00%0.00%0.01%Q3 2018Q2 202212
TRANSCEND CAPITAL ADVISORS, LLC 12120.06%0.10%0.13%Q4 2020Q3 202312
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 12120.02%0.09%0.13%Q4 2020Q3 202312
SEGALL BRYANT & HAMILL, LLC 720.01%0.05%0.10%Q2 2013Q3 202312
NorthCoast Asset Management LLC 510.01%0.20%0.61%Q2 2013Q3 202111
Zebra Capital Management LLC 810.15%0.56%2.47%Q4 2014Q1 202311
Vident Investment Advisory, LLC 410.01%0.04%0.20%Q4 2014Q2 202311
SUNTRUST BANKS INC 920.00%0.01%0.01%Q2 2013Q4 201611
Neuberger Berman Group LLC 740.00%0.05%0.09%Q2 2017Q3 202311
FLPUTNAM INVESTMENT MANAGEMENT CO 11110.01%0.02%0.03%Q1 2021Q3 202311
First Trust Direct Indexing L.P. 1010.03%0.03%0.05%Q4 2020Q3 202311
Financial Gravity Asset Management, Inc. 510.00%0.01%0.05%Q1 2018Q2 202311
INVESTMENT MANAGEMENT OF VIRGINIA LLC 11110.86%1.59%2.42%Q2 2013Q4 201511
EAM Investors, LLC 910.08%0.24%0.40%Q1 2014Q4 202011
MYCIO WEALTH PARTNERS, LLC 11110.00%0.00%0.00%Q1 2014Q3 201611
A.R.T. Advisors, LLC 410.01%0.05%0.13%Q2 2013Q4 201911
TOCQUEVILLE ASSET MANAGEMENT L.P. 1010.00%0.01%0.03%Q2 2013Q3 201711
Baird Financial Group, Inc. 11110.00%0.00%0.02%Q1 2021Q3 202311
TRUIST FINANCIAL CORP 830.00%0.00%0.00%Q4 2020Q3 202311
I.G. INVESTMENT MANAGEMENT, LTD. 1010.00%0.00%0.01%Q2 2014Q3 201711
Eagle Bay Advisors LLC 10100.03%0.06%0.08%Q2 2021Q3 202310
DEAN INVESTMENT ASSOCIATES, LLC 910.25%0.35%0.57%Q1 2020Q2 202310
NumerixS Investment Technologies Inc 510.00%0.02%0.05%Q2 2016Q4 201910
DekaBank Deutsche Girozentrale 910.00%0.01%0.03%Q1 2017Q3 202310
CENTRAL TRUST Co 710.00%0.00%0.00%Q4 2016Q3 202310
SNYDER CAPITAL MANAGEMENT L P 10100.81%1.00%1.17%Q2 2021Q3 202310
FIL Ltd 10100.01%0.01%0.02%Q4 2019Q1 202210
Xact Kapitalforvaltning AB 10100.00%0.01%0.01%Q4 2017Q1 202010
Veritable, L.P. 730.00%0.00%0.01%Q4 2020Q2 202310
Brinker Capital Investments, LLC 10100.00%0.01%0.03%Q3 2020Q4 202210
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 820.01%0.01%0.02%Q4 2020Q3 202310
MCKINLEY CAPITAL MANAGEMENT LLC 610.02%0.12%0.21%Q2 2013Q1 201810
PARADIGM ASSET MANAGEMENT CO LLC 550.01%0.05%0.14%Q2 2013Q2 201710
MERCER GLOBAL ADVISORS INC /ADV 730.00%0.00%0.00%Q1 2021Q3 202310
MML INVESTORS SERVICES, LLC 410.00%0.00%0.00%Q1 2017Q3 202310
QS Investors, LLC 610.00%0.01%0.04%Q2 2013Q3 201810
ZACKS INVESTMENT MANAGEMENT 710.01%0.02%0.03%Q2 2014Q1 202010
Foundry Partners, LLC 10100.20%0.37%0.67%Q3 2020Q4 202210
MASSMUTUAL TRUST CO FSB/ADV 730.00%0.00%0.00%Q1 2018Q4 202310
VOLORIDGE INVESTMENT MANAGEMENT, LLC 310.00%0.02%0.09%Q2 2017Q3 202210
TFS CAPITAL LLC 10100.03%0.14%0.31%Q4 2013Q1 201610
DUPONT CAPITAL MANAGEMENT CORP 730.01%0.03%0.04%Q4 2020Q2 202310
UNITED SERVICES AUTOMOBILE ASSOCIATION 10100.00%0.00%0.01%Q1 2017Q2 201910
Cetera Advisor Networks LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
KENNEDY CAPITAL MANAGEMENT LLC 910.06%0.15%0.34%Q4 2013Q3 202010
First Eagle Investment Management, LLC 10100.00%0.01%0.02%Q2 2021Q3 202310
FRANKLIN RESOURCES INC 10100.01%0.03%0.04%Q2 2018Q3 202010
OCCUDO QUANTITATIVE STRATEGIES LP 990.02%0.07%0.25%Q3 2021Q3 20239
THOMPSON DAVIS & CO., INC. 720.01%0.06%0.11%Q4 2013Q3 20179
Bowling Portfolio Management LLC 990.07%0.15%0.21%Q3 2016Q3 20189
TORTOISE CAPITAL ADVISORS, L.L.C. 990.00%0.00%0.00%Q4 2017Q4 20199
ICON ADVISERS INC/CO 720.03%0.09%0.12%Q3 2015Q4 20179
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 990.25%0.39%0.49%Q3 2021Q3 20239
Advisory Services Network, LLC 610.00%0.00%0.02%Q1 2017Q3 20209
MOODY ALDRICH PARTNERS LLC 810.28%1.06%1.60%Q2 2016Q3 20239
HEARTLAND ADVISORS INC 990.16%0.51%0.66%Q2 2021Q2 20239
Epoch Investment Partners, Inc. 720.02%0.05%0.09%Q4 2017Q1 20209
TRUEWEALTH LLC 990.00%0.00%0.00%Q4 2017Q4 20199
COLUMBUS CIRCLE INVESTORS 990.10%0.17%0.26%Q1 2016Q1 20189
Dean Capital Management 510.28%0.53%1.05%Q1 2020Q2 20239
B. Riley Wealth Advisors, Inc. 520.01%0.05%0.11%Q4 2016Q3 20239
RICE HALL JAMES & ASSOCIATES, LLC 990.43%0.72%1.03%Q1 2016Q1 20189
State of Wyoming 990.01%0.03%0.06%Q3 2021Q3 20239
MSI Financial Services Inc 810.00%0.00%0.00%Q2 2013Q4 20169
Schonfeld Strategic Advisors LLC 410.00%0.03%0.13%Q2 2017Q2 20239
Maryland State Retirement & Pension System 990.03%0.04%0.10%Q3 2021Q3 20239
NEEDHAM INVESTMENT MANAGEMENT LLC 510.08%0.49%1.00%Q2 2018Q3 20229
JACOBS LEVY EQUITY MANAGEMENT, INC 310.01%0.02%0.06%Q2 2013Q3 20189
FIRST INTERSTATE BANK 990.00%0.00%0.00%Q1 2016Q1 20189
Berman Capital Advisors, LLC 720.00%0.00%0.00%Q4 2018Q3 20219
RUSSELL FRANK CO/ 540.00%0.00%0.01%Q2 2013Q1 20169
AMP Capital Investors Ltd 540.00%0.00%0.00%Q1 2017Q2 20219
AJO, LP 610.01%0.06%0.21%Q2 2013Q3 20209
SHEPHERD KAPLAN KROCHUK, LLC 990.10%0.15%0.27%Q2 2013Q2 20159
Trexquant Investment LP 210.02%0.08%0.14%Q4 2015Q1 20239
Stone Ridge Asset Management LLC 990.02%0.03%0.06%Q4 2017Q4 20199
SMITH ASSET MANAGEMENT GROUP LP 990.08%0.12%0.15%Q4 2015Q4 20179
Piermont Capital Management Inc. 420.10%0.15%0.18%Q3 2014Q2 20189
SYNOVUS FINANCIAL CORP 710.00%0.01%0.01%Q3 2019Q3 20238
Horizon Investment Services, LLC 620.49%0.83%1.06%Q1 2017Q1 20218
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 320.00%0.02%0.06%Q4 2020Q1 20238
Airain ltd 310.02%0.04%0.10%Q3 2013Q2 20178
NOMURA HOLDINGS INC 410.00%0.00%0.00%Q4 2012Q1 20218
Founders Capital Management 710.01%0.02%0.03%Q1 2017Q3 20198
JAMES INVESTMENT RESEARCH INC 880.00%0.04%0.09%Q2 2017Q1 20198
Chesley Taft & Associates LLC 880.02%0.10%0.16%Q1 2016Q4 20178
Financial Architects, Inc 710.00%0.00%0.00%Q2 2016Q3 20188
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 880.07%0.10%0.11%Q4 2021Q3 20238
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
Snowden Capital Advisors LLC 880.00%0.01%0.01%Q4 2021Q3 20238
IndexIQ Advisors LLC 710.01%0.04%0.06%Q2 2017Q1 20228
PRIVATE TRUST CO NA 620.00%0.00%0.00%Q1 2014Q3 20238
JFS WEALTH ADVISORS, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
LUCUS ADVISORS LLC 610.24%0.32%0.48%Q4 2014Q4 20178
Wealthspire Advisors, L.P. 880.00%0.00%0.00%Q2 2017Q1 20198
YOUSIF CAPITAL MANAGEMENT, LLC 880.03%0.03%0.03%Q4 2021Q3 20238
NorthCrest Asset Manangement, LLC 880.03%0.04%0.05%Q4 2021Q3 20238
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. 880.07%0.09%0.12%Q4 2013Q3 20158
Summit Street Capital Management, LLC 881.39%2.74%3.30%Q1 2018Q4 20198
Sageworth Trust Co 880.00%0.00%0.00%Q2 2021Q1 20238
Spark Investment Management LLC 880.07%0.16%0.23%Q2 2016Q1 20188
Covestor Ltd 880.00%0.03%0.07%Q4 2021Q3 20238
Hillcrest Asset Management LLC 881.35%1.75%2.15%Q4 2016Q3 20188
Verition Fund Management LLC 310.00%0.03%0.09%Q4 2016Q2 20238
CREATIVE FINANCIAL DESIGNS INC /ADV 610.00%0.01%0.02%Q2 2020Q3 20238
Allspring Global Investments Holdings, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Calamos Advisors LLC 320.00%0.02%0.03%Q4 2019Q1 20238
CIM, LLC 440.06%0.21%0.46%Q4 2016Q4 20228
Marshall Wace North America L.P. 510.00%0.06%0.11%Q2 2017Q4 20208
PIEDMONT INVESTMENT ADVISORS INC 880.01%0.02%0.03%Q2 2017Q1 20198
Jefferies Group LLC 510.00%0.00%0.01%Q4 2013Q3 20188
Pacer Advisors, Inc. 880.00%0.01%0.02%Q3 2017Q2 20198
Independent Portfolio Consultants, Inc. 520.01%0.02%0.02%Q2 2014Q2 20177
Redwood Investments, LLC 771.34%2.01%2.56%Q4 2019Q2 20217
BlackRock Japan Co. Ltd 610.00%0.00%0.00%Q2 2013Q2 20167
Savior LLC 770.00%0.00%0.00%Q4 2019Q2 20217
Mount Yale Investment Advisors, LLC 430.01%0.03%0.05%Q1 2018Q3 20217
Dana Investment Advisors, Inc. 770.09%0.11%0.13%Q4 2016Q2 20187
ZPR Investment Management 771.00%2.24%3.69%Q1 2017Q3 20187
FIRST NATIONAL BANK OF OMAHA 770.03%0.04%0.05%Q1 2022Q3 20237
Avestar Capital, LLC 770.00%0.00%0.01%Q4 2017Q2 20197
FRONTIER CAPITAL MANAGEMENT CO LLC 770.09%0.28%0.49%Q2 2013Q4 20147
Origin Asset Management LLP 430.01%0.04%0.09%Q2 2017Q1 20217
Qube Research & Technologies Ltd 610.00%0.01%0.02%Q4 2021Q3 20237
Archer Investment Corp 520.01%0.01%0.02%Q4 2020Q3 20237
Employees Retirement System of Texas 770.02%0.03%0.05%Q4 2017Q2 20197
Ellevest, Inc. 610.00%0.00%0.00%Q2 2021Q1 20237
Rehmann Capital Advisory Group 770.00%0.01%0.01%Q1 2018Q3 20197
First Personal Financial Services 770.00%0.00%0.00%Q4 2017Q2 20197
DEERE & CO 410.03%0.06%0.09%Q2 2013Q2 20157
Tributary Capital Management, LLC 770.88%1.43%1.74%Q1 2022Q3 20237
GRAY FINANCIAL GROUP /GA /ADV /ADV 770.10%0.15%0.22%Q1 2015Q3 20167
ELLINGTON MANAGEMENT GROUP LLC 210.04%0.19%0.53%Q2 2013Q3 20177
GROUP ONE TRADING, L.P. 310.00%0.00%0.00%Q2 2013Q3 20237
BARINGS LLC 770.01%0.02%0.03%Q1 2017Q3 20187
Quantitative Investment Management, LLC 310.01%0.03%0.07%Q1 2016Q4 20207
David J Yvars Group 310.12%0.16%0.20%Q4 2020Q3 20237
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 770.01%0.08%0.11%Q3 2021Q1 20237
Compton Wealth Advisory Group, LLC 770.10%0.12%0.17%Q1 2022Q3 20237
PICTET ASSET MANAGEMENT SA 430.00%0.00%0.00%Q3 2021Q2 20237
Cupps Capital Management, LLC 430.19%0.47%0.67%Q2 2013Q3 20167
Bell Investment Advisors, Inc 610.00%0.00%0.00%Q4 2021Q3 20237
Keeley-Teton Advisors, LLC 770.13%0.20%0.26%Q1 2022Q3 20237
AlphaCrest Capital Management LLC 430.01%0.04%0.10%Q2 2020Q3 20227
AHL Partners LLP 770.04%0.11%0.26%Q2 2016Q4 20177
Pearl River Capital, LLC 310.00%0.08%0.19%Q4 2018Q2 20237
THB ASSET MANAGEMENT 770.07%0.49%1.31%Q2 2019Q4 20207
MARSHALL WACE, LLP 210.00%0.01%0.04%Q4 2015Q1 20237
Catalyst Capital Advisors LLC 310.04%0.05%0.08%Q3 2015Q3 20176
DUALITY ADVISERS, LP 420.05%0.11%0.14%Q2 2020Q4 20216
HANSEATIC MANAGEMENT SERVICES INC 660.01%0.05%0.15%Q2 2016Q3 20176
Lindbrook Capital, LLC 510.00%0.00%0.00%Q1 2022Q3 20236
FIRST QUADRANT LLC/CA 330.00%0.00%0.01%Q4 2014Q4 20176
Brandywine Global Investment Management, LLC 420.03%0.04%0.05%Q1 2015Q1 20186
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 660.00%0.00%0.00%Q2 2017Q3 20186
SRS Capital Advisors, Inc. 510.00%0.00%0.00%Q1 2022Q3 20236
Jupiter Investment Management Ltd 660.10%0.18%0.24%Q1 2017Q2 20186
IHT Wealth Management, LLC 660.01%0.02%0.03%Q4 2016Q1 20186
Cambria Investment Management, L.P. 510.01%0.05%0.11%Q3 2015Q1 20186
Laurion Capital Management LP 410.00%0.01%0.02%Q4 2015Q2 20196
Mitsubishi UFJ Asset Management Co., Ltd. 410.00%0.01%0.02%Q2 2013Q3 20236
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 660.05%0.07%0.13%Q2 2013Q3 20146
Opus Capital Group, LLC 660.75%0.95%1.38%Q3 2015Q4 20166
HMS Capital Management, LLC 550.02%0.27%0.40%Q1 2017Q1 20186
LG Capital Management, LP 661.94%5.29%8.72%Q3 2014Q4 20156
ExodusPoint Capital Management, LP 420.00%0.02%0.04%Q2 2020Q1 20236
Mirae Asset Global Investments Co., Ltd. 660.00%0.00%0.00%Q2 2022Q3 20236
Sowell Financial Services LLC 330.00%0.00%0.00%Q3 2019Q1 20216
USA FINANCIAL FORMULAS 110.02%0.13%0.25%Q2 2015Q3 20206
EverSource Wealth Advisors, LLC 660.01%0.01%0.01%Q2 2022Q3 20236
Schubert & Co 660.00%0.00%0.00%Q4 2021Q1 20236
CANADA PENSION PLAN INVESTMENT BOARD 310.00%0.01%0.02%Q1 2018Q1 20216
SJS Investment Consulting Inc. 510.00%0.00%0.00%Q1 2022Q3 20236
Point72 Asset Management, L.P. 310.00%0.07%0.18%Q2 2014Q3 20236
Sageworth Trust Co of South Dakota 660.01%0.02%0.03%Q4 2021Q1 20236
Alberta Investment Management Corp 510.00%0.03%0.11%Q1 2014Q4 20186
Timpani Capital Management LLC 660.78%1.26%1.80%Q3 2016Q4 20176
YorkBridge Wealth Partners, LLC 660.01%0.01%0.01%Q1 2017Q2 20186
Disciplined Investments, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
Cerity Partners LLC 660.02%0.02%0.02%Q2 2018Q3 20196
MENTA CAPITAL LLC 510.07%0.15%0.25%Q4 2015Q4 20186
SCHRODER INVESTMENT MANAGEMENT GROUP 510.00%0.00%0.01%Q2 2018Q3 20216
CLARK ESTATES INC/NY 420.17%0.31%0.48%Q3 2013Q3 20186
HUSSMAN STRATEGIC ADVISORS, INC. 510.21%0.48%0.65%Q3 2020Q3 20236
AlphaOne Investment Services, LLC 660.03%0.16%0.37%Q3 2018Q4 20196
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 660.00%0.01%0.01%Q2 2022Q3 20236
ALGERT GLOBAL LLC 210.02%0.21%0.46%Q2 2013Q3 20236
DRIEHAUS CAPITAL MANAGEMENT LLC 320.06%0.11%0.16%Q1 2017Q4 20195
Itau Unibanco Holding S.A. 210.00%0.01%0.02%Q3 2016Q4 20225
EXCHANGE TRADED CONCEPTS, LLC 320.00%0.00%0.00%Q4 2020Q4 20235
Riverview Trust Co 550.01%0.02%0.02%Q3 2022Q3 20235
FOX RUN MANAGEMENT, L.L.C. 310.07%0.20%0.30%Q3 2017Q3 20195
AE Wealth Management LLC 210.00%0.01%0.01%Q1 2020Q4 20225
Virtu Financial LLC 110.01%0.02%0.03%Q4 2017Q3 20225
Campbell & CO Investment Adviser LLC 210.13%0.22%0.38%Q2 2017Q4 20205
Assured Investment Management LLC 550.01%0.08%0.21%Q3 2017Q3 20185
XTX Topco Ltd 210.04%0.09%0.16%Q1 2021Q3 20235
MANAGED ACCOUNT ADVISORS LLC 550.00%0.00%0.01%Q2 2014Q2 20155
CITIZENS FINANCIAL GROUP INC/RI 550.00%0.00%0.00%Q2 2019Q2 20205
MV CAPITAL MANAGEMENT, INC. 550.00%0.00%0.00%Q3 2016Q3 20175
Hexagon Capital Partners LLC 550.00%0.00%0.00%Q3 2022Q3 20235
BRYN MAWR CAPITAL MANAGEMENT INC 210.02%0.17%0.35%Q3 2013Q3 20155
BB&T INVESTMENT SERVICES, INC. 550.00%0.01%0.01%Q4 2016Q4 20175
Princeton Alpha Management LP 410.04%0.07%0.10%Q4 2015Q1 20175
Acrospire Investment Management LLC 320.02%0.04%0.06%Q1 2016Q2 20175
CHARTWELL INVESTMENT PARTNERS, LLC 320.04%0.05%0.06%Q2 2016Q2 20185
CLEARBRIDGE, LLC 550.14%0.18%0.21%Q2 2014Q2 20155
NEXT Financial Group, Inc 310.00%0.00%0.00%Q1 2017Q1 20215
EDMOND DE ROTHSCHILD HOLDING S.A. 550.00%0.00%0.00%Q4 2021Q4 20225
Mariner, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Sheaff Brock Investment Advisors, LLC 550.10%0.12%0.13%Q4 2016Q4 20175
Orion Portfolio Solutions, LLC 320.00%0.00%0.01%Q4 2019Q3 20235
HANCOCK WHITNEY CORP 410.02%0.03%0.05%Q3 2016Q2 20215
Mosaic Family Wealth, LLC 550.00%0.00%0.00%Q2 2016Q2 20175
Teza Capital Management LLC 320.07%0.24%0.82%Q4 2019Q2 20215
KOCH INDUSTRIES INC 550.04%0.13%0.21%Q1 2017Q1 20185
Centerpoint Advisors, LLC 550.00%0.00%0.00%Q4 2021Q4 20225
NN Investment Partners Holdings N.V. 410.00%0.01%0.01%Q2 2017Q1 20225
Delek Group, Ltd. 550.49%0.67%0.81%Q2 2018Q2 20195
Shinko Asset Management Co., Ltd. 550.02%0.03%0.03%Q3 2015Q3 20165
Sterling Capital Management LLC 310.01%0.01%0.02%Q2 2013Q1 20185
Invictus RG 550.01%0.17%0.26%Q2 2016Q2 20175
Graham Capital Management, L.P. 410.02%0.05%0.08%Q1 2022Q2 20235
G2 Investment Partners Management LLC 410.32%1.51%2.44%Q1 2017Q4 20195
Baron Wealth Management LLC 550.17%0.19%0.20%Q4 2022Q4 20235
BOGLE INVESTMENT MANAGEMENT L P /DE/ 210.08%0.21%0.54%Q1 2016Q1 20185
Divisar Capital Management LLC 550.50%1.23%2.04%Q4 2018Q4 20195
Compass Wealth Management LLC 551.90%2.07%2.31%Q4 2022Q4 20235
Vanguard Personalized Indexing Management, LLC 320.01%0.03%0.05%Q4 2020Q3 20235
Intrinsic Edge Capital Management LLC 550.21%0.31%0.43%Q3 2020Q3 20215
BHF Kleinwort Benson Group S.A. 550.12%0.17%0.21%Q3 2013Q3 20145
SPOT TRADING L.L.C. 220.00%0.02%0.05%Q2 2017Q3 20175
INTRUST BANK NA 550.07%0.09%0.11%Q1 2017Q1 20185
BOSTON ADVISORS LLC 550.02%0.02%0.03%Q2 2013Q2 20145
Tortoise Investment Management, LLC 550.00%0.00%0.00%Q1 2019Q1 20205
Ergoteles LLC 210.02%0.03%0.07%Q3 2020Q1 20235
Ninety One UK Ltd 550.00%0.01%0.01%Q3 2017Q3 20185
Fortis Advisors, LLC 550.10%0.13%0.19%Q4 2018Q4 20195
PECONIC PARTNERS LLC 310.02%0.02%0.02%Q4 2019Q4 20204
Karp Capital Management Corp 210.01%0.16%0.62%Q2 2015Q1 20184
SECOR Capital Advisors, LP 210.09%0.18%0.31%Q4 2013Q3 20184
Blue Trust, Inc. 220.00%0.00%0.00%Q2 2022Q2 20234
Hutchin Hill Capital, LP 210.04%0.06%0.07%Q3 2014Q3 20174
Psagot Value Holdings Ltd. 210.00%0.00%0.00%Q3 2013Q1 20194
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 440.01%0.01%0.02%Q2 2018Q1 20194
CULLEN/FROST BANKERS, INC. 440.00%0.00%0.00%Q2 2021Q1 20224
MIDAS MANAGEMENT CORP 440.16%0.17%0.19%Q3 2018Q2 20194
Legato Capital Management LLC 310.04%0.08%0.14%Q2 2021Q2 20234
HARVEST GROUP WEALTH MANAGEMENT, LLC 440.00%0.00%0.01%Q1 2019Q4 20194
Highstreet Asset Management Inc. 440.00%0.00%0.00%Q3 2018Q2 20194
TFO Wealth Partners, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Forward Management, LLC 310.02%0.02%0.02%Q4 2013Q1 20154
Yorktown Management & Research Co Inc 310.12%0.26%0.33%Q4 2019Q3 20214
Wagner Wealth Management, LLC 440.00%0.00%0.00%Q4 2017Q3 20184
SEVEN EIGHT CAPITAL, LP 220.00%0.09%0.26%Q1 2017Q3 20184
EXANE DERIVATIVES 220.01%0.03%0.08%Q3 2020Q3 20214
FIRST HORIZON CORP 440.00%0.00%0.00%Q3 2020Q2 20214
Phoenix Holdings Ltd. 440.68%0.96%1.15%Q3 2019Q2 20204
WFA of San Diego, LLC 210.01%0.01%0.02%Q2 2022Q3 20234
Caprock Group, LLC 440.05%0.06%0.06%Q4 2016Q3 20174
Cambridge Investment Research Advisors, Inc. 440.00%0.00%0.00%Q3 2017Q2 20184
North Star Investment Management Corp. 440.00%0.00%0.00%Q2 2017Q1 20184
ESSEX INVESTMENT MANAGEMENT CO LLC 310.09%0.19%0.28%Q4 2013Q2 20204
NAVELLIER & ASSOCIATES INC 440.06%0.16%0.30%Q1 2017Q4 20174
Lingohr Asset Management GmbH 440.70%0.86%0.98%Q2 2018Q1 20194
Providence Capital Advisors, LLC 440.00%0.00%0.00%Q4 2017Q3 20184
HERITAGE WEALTH MANAGEMENT, LLC 440.04%0.06%0.08%Q1 2022Q4 20224
Concord Wealth Partners 440.00%0.00%0.00%Q4 2022Q3 20234
Cerebellum GP, LLC 310.09%0.17%0.26%Q4 2017Q2 20204
Quadrature Capital Ltd 210.02%0.03%0.04%Q2 2017Q1 20214
DARK FOREST CAPITAL MANAGEMENT LP 210.01%0.04%0.16%Q4 2021Q3 20234
Sciencast Management LP 110.07%0.24%0.46%Q2 2017Q2 20234
CAXTON ASSOCIATES LP 310.00%0.01%0.03%Q1 2017Q1 20214
JOYN Advisors, Inc. 440.00%0.00%0.00%Q1 2018Q4 20184
Hillsdale Investment Management Inc. 220.07%0.13%0.18%Q2 2015Q4 20204
Alpha DNA Investment Management LLC 220.00%0.38%0.72%Q4 2020Q4 20224
CLOUGH CAPITAL PARTNERS L P 210.44%0.73%1.06%Q1 2018Q4 20204
GHP Investment Advisors, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
XPONANCE, INC. 310.00%0.00%0.00%Q2 2021Q3 20234
Capital International Investors 440.01%0.01%0.02%Q2 2021Q1 20224
APG Asset Management N.V. 310.00%0.01%0.01%Q3 2017Q4 20194
Nine Chapters Capital Management LLC 310.06%0.10%0.16%Q3 2013Q1 20154
SEI TRUST CO 440.00%0.01%0.02%Q4 2013Q3 20144
Virtu KCG Holdings LLC 310.01%0.02%0.02%Q1 2016Q1 20174
HARBOUR INVESTMENTS, INC. 440.00%0.00%0.00%Q1 2021Q4 20214
AdvisorNet Financial, Inc 440.00%0.00%0.00%Q4 2022Q3 20234
Alambic Investment Management, L.P. 440.05%0.12%0.22%Q1 2016Q4 20164
Poplar Forest Capital LLC 440.03%0.04%0.05%Q4 2020Q3 20214
Covenant Asset Management, LLC 440.80%0.86%0.97%Q1 2017Q4 20174
Mondrian Investment Partners LTD 440.00%0.05%0.08%Q2 2021Q1 20224
REGIONS FINANCIAL CORP 440.00%0.00%0.00%Q2 2018Q1 20194
RENAISSANCE GROUP LLC 440.04%0.05%0.05%Q3 2020Q2 20214
Hikari Power Ltd 310.02%0.02%0.03%Q2 2018Q4 20194
Steward Financial Group LLC 210.00%0.00%0.00%Q2 2022Q3 20234
Neuberger Berman Canada ULC 440.06%0.16%0.21%Q4 2016Q3 20174
MACROVIEW INVESTMENT MANAGEMENT LLC 220.01%0.01%0.02%Q3 2020Q4 20224
Wakefield Asset Management LLLP 330.24%0.30%0.33%Q3 2020Q1 20213
Cavalier Investments, LLC 330.14%0.21%0.34%Q1 2017Q3 20173
Cornerstone Investment Partners, LLC 330.01%0.01%0.01%Q4 2020Q2 20213
WESTWOOD HOLDINGS GROUP INC 210.00%0.00%0.01%Q3 2022Q2 20233
FineMark National Bank & Trust 330.00%0.00%0.00%Q2 2016Q4 20163
ONTARIO TEACHERS PENSION PLAN BOARD 110.00%0.01%0.02%Q3 2013Q4 20193
WINTON GROUP Ltd 110.00%0.04%0.11%Q3 2017Q3 20193
Bayesian Capital Management, LP 210.06%0.10%0.17%Q3 2016Q1 20203
MARIETTA INVESTMENT PARTNERS LLC 330.07%0.08%0.08%Q1 2017Q3 20173
RATIONAL ADVISORS LLC 330.01%0.01%0.01%Q2 2013Q4 20133
Jump Financial, LLC 330.02%0.03%0.05%Q4 2022Q2 20233
SILVERCREST ASSET MANAGEMENT GROUP LLC 330.04%0.04%0.04%Q3 2019Q1 20203
Daiwa Securities Group Inc. 210.00%0.00%0.01%Q3 2016Q3 20233
Concert Wealth Management Inc. 330.12%0.27%0.40%Q3 2014Q1 20153
HHM Wealth Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Empowered Funds, LLC 330.46%0.60%0.80%Q1 2017Q3 20173
Penserra Capital Management LLC 210.12%0.23%0.43%Q4 2016Q3 20173
GoalVest Advisory LLC 330.00%0.00%0.00%Q2 2023Q4 20233
Cresset Asset Management, LLC 210.00%0.00%0.01%Q4 2018Q4 20213
COLUMBIA WANGER ASSET MANAGEMENT LLC 330.38%0.66%0.90%Q2 2017Q4 20173
Copper Rock Capital Partners, LLC 330.12%1.13%1.65%Q4 2019Q2 20203
GENERAL MOTORS INVESTMENT MANAGEMENT CORP 330.02%0.02%0.02%Q2 2013Q4 20133
Stanley-Laman Group, Ltd. 330.22%0.26%0.28%Q1 2021Q3 20213
Gryphon Financial Partners LLC 330.01%0.02%0.02%Q4 2017Q2 20183
Mount Lucas Management LP 330.04%0.05%0.07%Q4 2016Q2 20173
Diversified Trust Co 110.01%0.02%0.04%Q2 2013Q4 20213
American Portfolios Advisors 210.00%0.00%0.00%Q3 2020Q2 20213
Larson Financial Group LLC 330.00%0.00%0.00%Q3 2020Q1 20213
Capital Impact Advisors, LLC 330.00%0.07%0.12%Q2 2014Q4 20143
361 CAPITAL LLC 330.34%0.41%0.45%Q3 2017Q1 20183
Prospera Financial Services Inc 210.00%0.00%0.00%Q3 2020Q2 20223
Migdal Insurance & Financial Holdings Ltd. 330.00%0.00%0.00%Q2 2017Q4 20173
Bank Julius Baer & Co. Ltd, Zurich 330.00%0.00%0.00%Q4 2022Q2 20233
CIBC Private Wealth Group, LLC 210.00%0.00%0.01%Q3 2017Q2 20183
Nicholas Investment Partners, LP 210.18%0.21%0.26%Q1 2019Q2 20213
Verdence Capital Advisors LLC 210.05%0.06%0.06%Q3 2019Q2 20203
MQS Management LLC 210.13%0.21%0.32%Q2 2022Q3 20233
ALTA CAPITAL MANAGEMENT LLC/ 330.02%0.02%0.02%Q2 2014Q4 20143
Bogart Wealth, LLC 330.00%0.00%0.00%Q3 2020Q1 20213
Financial Gravity Companies, Inc. 210.00%0.01%0.01%Q4 2017Q4 20183
SAC Capital Advisors LP 330.00%0.00%0.01%Q3 2013Q1 20143
WEST PACES ADVISORS INC. 330.00%0.00%0.00%Q2 2021Q4 20213
FIDUCIARY MANAGEMENT ASSOCIATES LLC 330.99%1.06%1.12%Q1 2015Q3 20153
Skandinaviska Enskilda Banken AB (publ) 210.00%0.02%0.05%Q3 2016Q1 20213
BARROW HANLEY MEWHINNEY & STRAUSS LLC 210.00%0.00%0.00%Q1 2021Q3 20223
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.01%0.02%0.02%Q4 2017Q3 20183
MOORE CAPITAL MANAGEMENT, LP 110.03%0.06%0.08%Q1 2015Q3 20233
FIRST HAWAIIAN BANK 330.00%0.00%0.00%Q3 2018Q1 20193
Corient Private Wealth LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Icon Wealth Partners, LLC 110.00%0.00%0.01%Q4 2017Q1 20193
NATIXIS 210.00%0.00%0.00%Q4 2016Q3 20173
BRASADA CAPITAL MANAGEMENT, LP 330.06%0.10%0.15%Q4 2018Q2 20193
Amundi 330.00%0.00%0.00%Q2 2022Q4 20223
Maple Capital Management, Inc. 210.06%0.06%0.07%Q1 2017Q4 20173
ADVISOR PARTNERS II, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Perpetual Ltd 330.38%0.55%0.76%Q1 2020Q3 20203
Procyon Advisors, LLC 330.01%0.02%0.02%Q4 2019Q2 20203
Convergence Investment Partners, LLC 330.25%0.28%0.31%Q4 2014Q2 20153
Premia Global Advisors, LLC 210.02%0.03%0.04%Q4 2017Q1 20193
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 210.08%0.10%0.12%Q1 2015Q4 20173
Spire Wealth Management 110.00%0.00%0.00%Q1 2021Q4 20212
Stratos Wealth Partners, LTD. 220.00%0.00%0.00%Q4 2017Q1 20182
FRIESS ASSOCIATES LLC 221.16%1.34%1.52%Q3 2020Q4 20202
ROPES WEALTH ADVISORS LLC 220.01%0.01%0.01%Q3 2020Q4 20202
Capital Advisors, Ltd. LLC 110.00%0.00%0.00%Q1 2022Q3 20222
TWO SIGMA SECURITIES, LLC 110.01%0.08%0.15%Q4 2016Q4 20172
Avantax Planning Partners, Inc. 110.01%0.01%0.01%Q1 2018Q3 20182
M&G INVESTMENT MANAGEMENT LTD 220.01%0.02%0.02%Q2 2021Q3 20212
Asset Dedication, LLC 110.00%0.00%0.00%Q2 2018Q4 20192
Portman Square Capital LLP 110.01%0.08%0.15%Q3 2023Q3 20232
Sheets Smith Investment Management 110.70%0.78%0.87%Q4 2020Q4 20212
BOOTHBAY FUND MANAGEMENT, LLC 110.05%0.08%0.11%Q3 2015Q3 20192
BBVA USA 220.04%0.05%0.05%Q2 2021Q3 20212
MOODY NATIONAL BANK TRUST DIVISION 220.00%0.00%0.00%Q4 2018Q1 20192
BAILARD, INC. 220.01%0.01%0.01%Q4 2020Q1 20212
FNY Managed Accounts LLC 220.01%0.02%0.02%Q2 2015Q3 20152
Versor Investments LP 110.07%0.08%0.10%Q3 2017Q4 20222
Crosspoint Capital Strategies, LLC 220.01%0.01%0.01%Q4 2016Q1 20172
Harel Insurance Investments & Financial Services Ltd. 110.00%0.00%0.01%Q4 2019Q2 20232
DELTA LLOYD NV 220.02%0.02%0.02%Q2 2013Q3 20132
Harfst & Associates, Inc. 110.01%0.01%0.02%Q4 2015Q1 20172
TURNER INVESTMENTS LLC 220.17%0.24%0.31%Q4 2016Q1 20172
MOTCO 220.00%0.00%0.00%Q1 2017Q2 20172
ATTICUS WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
WealthTrust-Arizona, LLC 220.00%0.00%0.00%Q3 2017Q4 20172
Counterpoint Mutual Funds LLC 220.11%0.18%0.26%Q3 2022Q4 20222
Alpha Quant Advisors, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Freemont Management S.A. 220.03%0.05%0.06%Q3 2021Q4 20212
Aquatic Capital Management LLC 220.03%0.03%0.03%Q3 2022Q4 20222
Ethic Inc. 220.01%0.01%0.01%Q2 2023Q3 20232
Tygh Capital Management, Inc. 221.09%1.10%1.12%Q4 2013Q1 20142
Coppell Advisory Solutions LLC 110.02%0.02%0.03%Q4 2022Q3 20232
NewEdge Advisors, LLC 110.00%0.00%0.00%Q2 2017Q3 20232
Cornerstone Wealth Management, LLC 220.00%0.01%0.01%Q2 2018Q3 20182
Grantham, Mayo, Van Otterloo & Co. LLC 220.00%0.01%0.01%Q4 2019Q1 20202
Arete Wealth Advisors, LLC 220.05%0.06%0.08%Q4 2022Q1 20232
D.A. DAVIDSON & CO. 220.00%0.00%0.00%Q1 2017Q2 20172
Petrus Trust Company, LTA 220.05%0.05%0.05%Q1 2018Q2 20182
Voya Financial Advisors, Inc. 110.01%0.01%0.01%Q2 2017Q2 20182
Legacy Financial Advisors, Inc. 220.00%0.00%0.00%Q4 2017Q1 20182
SEIZERT CAPITAL PARTNERS, LLC 220.09%0.09%0.10%Q2 2023Q3 20232
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q3 20222
Corton Capital Inc. 220.17%0.17%0.18%Q4 2022Q1 20232
Gradient Investments LLC 110.00%0.00%0.00%Q2 2021Q4 20222
Shellback Capital, LP 110.29%0.41%0.53%Q4 2016Q2 20202
BURNEY CO/ 220.02%0.02%0.02%Q1 2021Q2 20212
RobecoSam USA, Inc. 220.29%0.37%0.44%Q2 2013Q3 20132
RAMSEY QUANTITATIVE SYSTEMS 220.19%0.20%0.20%Q4 2017Q1 20182
CIGNA INVESTMENTS INC /NEW 220.02%0.02%0.02%Q3 2017Q4 20172
GAM Holding AG 220.01%0.01%0.01%Q3 2020Q4 20202
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q4 2018Q1 20212
Emerald Acquisition Ltd. 220.00%0.01%0.01%Q2 2016Q3 20162
BENJAMIN EDWARDS INC 220.00%0.00%0.00%Q3 2021Q4 20212
TSFG, LLC 110.00%0.00%0.00%Q4 2020Q4 20222
DCM Advisors, LLC 220.34%0.49%0.63%Q4 2020Q1 20212
FLAGSHIP HARBOR ADVISORS, LLC 110.00%0.00%0.00%Q3 2018Q2 20202
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Julex Capital Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
GARGOYLE INVESTMENT ADVISOR L.L.C. 220.21%0.23%0.24%Q1 2015Q2 20152
Bridgefront Capital, LLC 110.19%0.27%0.35%Q4 2021Q3 20232
Polar Capital Holdings Plc 220.00%0.00%0.00%Q4 2021Q1 20222
Financial Management Professionals, Inc. 220.00%0.00%0.00%Q2 2017Q3 20172
PARK AVENUE SECURITIES LLC 110.00%0.01%0.01%Q4 2022Q3 20232
Weiss Multi-Strategy Advisers LLC 220.01%0.01%0.01%Q2 2013Q3 20132
Connor, Clark & Lunn Investment Management Ltd. 220.01%0.02%0.02%Q1 2017Q2 20172
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC 220.02%0.02%0.02%Q3 2017Q4 20172
Russell Clark Investment Management Ltd 220.76%0.78%0.79%Q2 2021Q3 20212
WELD CAPITAL MANAGEMENT LLC 110.08%0.10%0.11%Q2 2019Q1 20212
THOMPSON SIEGEL & WALMSLEY LLC 220.00%0.00%0.00%Q4 2016Q1 20172
CHOREO, LLC 220.03%0.03%0.03%Q1 2017Q2 20172
KINGDON CAPITAL MANAGEMENT, L.L.C. 220.24%0.27%0.30%Q3 2013Q4 20132
Point72 Middle East FZE 220.00%0.01%0.01%Q4 2022Q1 20232
Monarch Partners Asset Management LLC 110.68%0.99%1.30%Q2 2017Q4 20192
Jackson Creek Investment Advisors LLC 220.30%0.36%0.41%Q3 2020Q4 20202
Centiva Capital, LP 110.01%0.02%0.02%Q2 2020Q4 20202
Kaizen Advisory, LLC 220.27%0.38%0.50%Q1 2018Q2 20182
MERITAGE PORTFOLIO MANAGEMENT 220.24%0.30%0.36%Q1 2021Q2 20212
Summit Global Investments 220.08%0.08%0.09%Q2 2018Q3 20182
R&F Capital Advisors LP 220.15%0.15%0.15%Q4 2016Q1 20172
Ziegler Capital Management, LLC 220.11%0.14%0.17%Q1 2020Q2 20202
Leucadia National 110.01%0.02%0.02%Q1 2023Q3 20232
Robeco Schweiz AG 220.26%0.34%0.42%Q2 2013Q3 20132
Csenge Advisory Group 110.00%0.05%0.11%Q3 2017Q3 20182
BENJAMIN F. EDWARDS & COMPANY, INC. 220.01%0.01%0.01%Q2 2017Q3 20172
AXIOM INVESTORS LLC /DE 220.02%0.03%0.03%Q4 2013Q1 20142
Parisi Gray Wealth Management 220.00%0.00%0.00%Q4 2017Q1 20182
Redwood Investment Management, LLC 220.05%0.05%0.06%Q1 2022Q2 20222
ADVISORY RESEARCH INC 220.03%0.03%0.03%Q4 2016Q1 20172
EVOKE WEALTH, LLC 220.00%0.00%0.00%Q3 2019Q4 20192
Harbour Capital Advisors, LLC 110.01%0.13%0.24%Q1 2016Q1 20172
Private Ocean, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Passport Capital, LLC 220.01%0.01%0.01%Q4 2013Q1 20142
HIGHLAND CAPITAL MANAGEMENT LP 220.17%0.23%0.29%Q2 2014Q3 20142
Delpha Capital Management, LLC 110.04%0.04%0.04%Q4 2017Q4 20171
MCDONALD PARTNERS LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Lebenthal Global Advisors, LLC 110.17%0.17%0.17%Q4 2020Q4 20201
Magnus Financial Group LLC 110.03%0.03%0.03%Q2 2020Q2 20201
Credo Capital Management, LLC 110.09%0.09%0.09%Q4 2013Q4 20131
WEALTHFRONT Corp 110.00%0.00%0.00%Q3 2014Q3 20141
COOPER CREEK PARTNERS MANAGEMENT LLC 110.45%0.45%0.45%Q2 2019Q2 20191
HARBOR INVESTMENT ADVISORY, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Angeles Investment Advisors, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
BANK OF NOVA SCOTIA 110.02%0.02%0.02%Q2 2018Q2 20181
Coppell Advisory Solutions Corp. 110.03%0.03%0.03%Q4 2022Q4 20221
Proficio Capital Partners LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Aaron Wealth Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
COOKSON PEIRCE & CO INC 110.10%0.10%0.10%Q3 2022Q3 20221
Quarry LP 110.01%0.01%0.01%Q4 2022Q4 20221
Atria Wealth Solutions, Inc. 110.01%0.01%0.01%Q2 2022Q2 20221
BBT Capital Management, LLC 110.40%0.40%0.40%Q3 2018Q3 20181
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
INCEPTIONR LLC 110.12%0.12%0.12%Q2 2023Q2 20231
Interchange Capital Partners, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
NewSquare Capital LLC 110.00%0.00%0.00%Q2 2022Q2 20221
WESBANCO BANK INC 110.03%0.03%0.03%Q2 2021Q2 20211
Archford Capital Strategies, LLC 110.06%0.06%0.06%Q2 2021Q2 20211
Elm Ridge Management, LLC 110.77%0.77%0.77%Q2 2015Q2 20151
Cordant, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Founders Financial Alliance, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Mach-1 Financial Group, LLC 110.18%0.18%0.18%Q4 2022Q4 20221
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
Hudson Bay Capital Management LP 110.01%0.01%0.01%Q3 2023Q3 20231
FORA Capital, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Landsberg, Bennett, & Dubbaneh LLC 110.21%0.21%0.21%Q4 2018Q4 20181
Delphia (USA) Inc. 110.23%0.23%0.23%Q4 2022Q4 20221
Garrett Wealth Advisory Group, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Segantii Capital Management Ltd 110.05%0.05%0.05%Q1 2017Q1 20171
COMMONWEALTH BANK OF AUSTRALIA 110.00%0.00%0.00%Q2 2013Q2 20131
AXQ CAPITAL, LP 110.09%0.09%0.09%Q1 2023Q1 20231
Spectrum Management Group, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Camarda Financial Advisors, LLC 110.13%0.13%0.13%Q4 2015Q4 20151
Prestige Wealth Management Group LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q1 2017Q1 20171
WFG Advisors, LP 110.00%0.00%0.00%Q2 2013Q2 20131
WealthBridge Capital Management, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
LGT Financial Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
SCHNEIDER CAPITAL MANAGEMENT CORP 110.12%0.12%0.12%Q3 2014Q3 20141
Bartlett & Co. LLC 110.00%0.00%0.00%Q2 2019Q2 20191
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Newbridge Financial Services Group, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
Gideon Capital Advisors, Inc. 110.19%0.19%0.19%Q4 2017Q4 20171
CG Asset Management LLC 110.71%0.71%0.71%Q1 2014Q1 20141
CALDWELL & ORKIN INC 110.37%0.37%0.37%Q1 2017Q1 20171
PNC Managed Account Solutions, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
Regent Peak Wealth Advisors LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
OLD MISSION CAPITAL LLC 110.02%0.02%0.02%Q1 2021Q1 20211
BerganKDV Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Kernodle & Katon Asset Management Group, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
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
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 110.00%0.00%0.00%Q4 2018Q4 20181
Barrett Asset Management, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
STONERIDGE INVESTMENT PARTNERS LLC 110.12%0.12%0.12%Q1 2021Q1 20211
SNOW CAPITAL MANAGEMENT LP 110.03%0.03%0.03%Q2 2018Q2 20181
Park Avenue Institutional Advisers LLC 1116.04%16.04%16.04%Q1 2018Q1 20181
Magnetar Financial LLC 110.01%0.01%0.01%Q1 2016Q1 20161
Illinois Municipal Retirement Fund 110.04%0.04%0.04%Q3 2023Q3 20231
Boston Partners 110.00%0.00%0.00%Q4 2018Q4 20181
Santa Fe Partners LLC 110.06%0.06%0.06%Q4 2013Q4 20131
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Circle Wealth Management, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
WHITEBOX ADVISORS LLC 110.03%0.03%0.03%Q3 2023Q3 20231
STEPHENS INC /AR/ 110.02%0.02%0.02%Q3 2013Q3 20131
FIRST MERCANTILE TRUST CO 110.02%0.02%0.02%Q1 2014Q1 20141
OBERWEIS ASSET MANAGEMENT INC/ 110.06%0.06%0.06%Q1 2021Q1 20211
Great Diamond Partners, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Sculptor Capital LP 110.01%0.01%0.01%Q3 2023Q3 20231
III Capital Management 110.04%0.04%0.04%Q3 2023Q3 20231
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
JEPPSON WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
iSAM Funds (UK) Ltd 110.69%0.69%0.69%Q4 2022Q4 20221
One Wealth Advisors, LLC 110.15%0.15%0.15%Q4 2017Q4 20171
AlphaMark Advisors, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Watson Rebecca 110.03%0.03%0.03%Q2 2020Q2 20201
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Retireful, LLC 110.83%0.83%0.83%Q2 2023Q2 20231
Quantitative Systematic Strategies LLC 110.62%0.62%0.62%Q2 2014Q2 20141
Bodri Capital Management, LLC 110.41%0.41%0.41%Q2 2014Q2 20141
Sargent Bickham Lagudis LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Front Row Advisors LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Tradeworx Inc. 110.10%0.10%0.10%Q4 2013Q4 20131
NinePointTwo Capital LLC 110.10%0.10%0.10%Q3 2023Q3 20231
New Vernon Capital Holdings II LLC 110.34%0.34%0.34%Q4 2018Q4 20181
NewEdge Wealth, LLC 110.05%0.05%0.05%Q1 2021Q1 20211
Cognios Capital, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
CSS LLC/IL 110.03%0.03%0.03%Q3 2023Q3 20231
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
CLEAR STREET MARKETS LLC 110.06%0.06%0.06%Q1 2017Q1 20171
Gupta Wealth Management LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
DAYMARK WEALTH PARTNERS, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Visium Asset Management, LP 110.02%0.02%0.02%Q3 2013Q3 20131
Vestmark Advisory Solutions, Inc. 110.04%0.04%0.04%Q1 2021Q1 20211
Almanack Investment Partners, LLC. 110.00%0.00%0.00%Q3 2022Q3 20221
Three Peaks Capital Management, LLC 110.58%0.58%0.58%Q1 2021Q1 20211
Focused Wealth Management, Inc 110.02%0.02%0.02%Q4 2016Q4 20161
ADVISOR PARTNERS LLC 110.03%0.03%0.03%Q4 2019Q4 20191
BlueCrest Capital Management Ltd 110.02%0.02%0.02%Q3 2017Q3 20171
25 LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Parametrica Management Ltd 110.18%0.18%0.18%Q4 2017Q4 20171
Caption Management, LLC 110.05%0.05%0.05%Q2 2022Q2 20221
Amalgamated Financial Corp. 110.01%0.01%0.01%Q1 2022Q1 20221
SIGNET FINANCIAL MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Vestcor Inc 110.01%0.01%0.01%Q3 2023Q3 20231
Pinkerton Retirement Specialists, LLC 110.02%0.02%0.02%Q4 2016Q4 20161
TimeScale Financial, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
INTEGRAL DERIVATIVES, LLC 110.01%0.01%0.01%Q4 2016Q4 20161
Folger Hill Asset Management LP 110.18%0.18%0.18%Q2 2017Q2 20171
Edgestream Partners, L.P. 110.13%0.13%0.13%Q3 2023Q3 20231
Granite Point Capital Management, L.P. 111.31%1.31%1.31%Q4 2016Q4 20161
Blueshift Asset Management, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
World Asset Management Inc 110.01%0.01%0.01%Q3 2017Q3 20171
PEAPACK GLADSTONE FINANCIAL CORP 110.00%0.00%0.00%Q2 2023Q2 20231
Lebenthal Asset Management, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Seven Springs Wealth Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Kore Private Wealth LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Soros Fund Management 110.03%0.03%0.03%Q3 2023Q3 20231
Virtus Fund Advisers, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
JNBA Financial Advisors 110.00%0.00%0.00%Q3 2016Q3 20161
Empirical Finance, LLC 110.01%0.01%0.01%Q4 2016Q4 20161
SPRING CREEK CAPITAL LLC 110.08%0.08%0.08%Q2 2018Q2 20181
Geneva Advisors, LLC 110.01%0.01%0.01%Q1 2017Q1 20171
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Index Management Solutions, LLC 110.03%0.03%0.03%Q3 2014Q3 20141
QRG CAPITAL MANAGEMENT, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
CAPSTONE INVESTMENT ADVISORS, LLC 110.01%0.01%0.01%Q2 2017Q2 20171
1492 Capital Management LLC 110.53%0.53%0.53%Q1 2019Q1 20191
Vident Advisory, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Pinz Capital Management, LP 110.02%0.02%0.02%Q2 2021Q2 20211
Atria Investments, Inc 110.01%0.01%0.01%Q4 2019Q4 20191
WOLVERINE ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q4 2017Q4 20171
LEVEL FOUR ADVISORY SERVICES, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
CIBC Asset Management Inc 110.00%0.00%0.00%Q3 2019Q3 20191
Jane Street Holding, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
U S GLOBAL INVESTORS INC 110.14%0.14%0.14%Q1 2015Q1 20151
Harvey Partners, LLC 111.65%1.65%1.65%Q1 2019Q1 20191
Financial Advisors Network, Inc. 110.00%0.00%0.00%Q4 2016Q4 20161
COMERICA SECURITIES,INC. 110.00%0.00%0.00%Q4 2022Q4 20221
Summit Trail Advisors, LLC 110.02%0.02%0.02%Q4 2017Q4 20171
Arden Trust Co 110.02%0.02%0.02%Q1 2020Q1 20201
Arkadios Wealth Advisors 110.01%0.01%0.01%Q3 2021Q3 20211
HARBER ASSET MANAGEMENT LLC 111.35%1.35%1.35%Q1 2019Q1 20191
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Black Swift Group, LLC 110.14%0.14%0.14%Q3 2021Q3 20211
Horan Securities, Inc. 110.00%0.00%0.00%Q3 2020Q3 20201
Private Advisor Group, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Asset Management One Co., Ltd. 110.00%0.00%0.00%Q1 2016Q1 20161
Pictet Asset Management Holding SA 110.00%0.00%0.00%Q3 2023Q3 20231
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC 111.29%1.29%1.29%Q3 2016Q3 20161
CARILLON TOWER ADVISERS, INC. 110.03%0.03%0.03%Q4 2020Q4 20201
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
External links

This page lists all the filers that currently own ADVANCED ENERGY INDS or have owned ADVANCED ENERGY INDS in the past.