AMERCO shareholder history

Current and past AMERCO shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1510.00%0.00%0.01%Q2 2013Q3 202378
D. E. Shaw & Co., Inc. 18110.00%0.01%0.02%Q2 2013Q3 202355
Citadel Advisors 1910.00%0.00%0.00%Q4 2013Q3 202349
GOLDMAN SACHS GROUP INC 4240.00%0.01%0.02%Q1 2012Q3 202346
BARCLAYS PLC 3470.00%0.00%0.00%Q2 2013Q3 202345
AQR Capital Management 4210.01%0.06%0.24%Q4 2012Q3 202343
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 43430.00%0.01%0.02%Q1 2013Q3 202343
CITIGROUP INC 26140.00%0.00%0.01%Q2 2013Q3 202343
VANGUARD GROUP INC 42420.00%0.01%0.02%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.00%0.01%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.00%Q2 2013Q3 202342
NORGES BANK 4020.00%0.01%0.02%Q2 2012Q4 202242
Invesco Ltd. 42420.00%0.00%0.01%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.01%Q2 2013Q3 202342
SYSTEMATIC FINANCIAL MANAGEMENT LP 42420.00%0.41%0.89%Q2 2013Q3 202342
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 42420.00%0.01%0.01%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.00%0.00%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 42420.00%0.01%0.02%Q2 2013Q3 202342
NEW YORK STATE COMMON RETIREMENT FUND 42420.00%0.01%0.02%Q2 2013Q3 202342
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 42420.05%0.67%1.22%Q2 2013Q3 202342
RHUMBLINE ADVISERS 42420.00%0.01%0.01%Q2 2013Q3 202342
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42420.00%0.01%0.02%Q2 2013Q3 202342
BlackRock Inc. 42420.00%0.01%0.01%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.01%0.11%0.24%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.00%0.01%Q2 2013Q3 202342
GEODE CAPITAL MANAGEMENT, LLC 42420.00%0.01%0.01%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.01%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
Brandywine Global Investment Management, LLC 42420.01%0.07%0.19%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 41410.00%0.00%0.00%Q3 2013Q3 202341
Bruce & Co., Inc. 4011.16%13.05%22.35%Q2 2013Q3 202341
US BANCORP \DE\ 41410.00%0.00%0.00%Q3 2013Q3 202341
DEUTSCHE BANK AG\ 41410.00%0.00%0.02%Q3 2013Q3 202341
ROYAL BANK OF CANADA 41410.00%0.00%0.00%Q3 2013Q3 202341
UBS ASSET MANAGEMENT AMERICAS INC 3830.00%0.01%0.02%Q2 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.00%Q2 2013Q3 202341
PRICE T ROWE ASSOCIATES INC /MD/ 41410.00%0.00%0.00%Q2 2013Q2 202341
AMERICAN INTERNATIONAL GROUP, INC. 24170.00%0.00%0.01%Q2 2013Q3 202341
VOYA INVESTMENT MANAGEMENT LLC 3920.00%0.00%0.01%Q2 2013Q3 202341
CREDIT SUISSE AG/ 40400.00%0.00%0.02%Q1 2013Q4 202240
STATE STREET CORP 3280.00%0.01%0.01%Q2 2013Q3 202340
DENALI ADVISORS LLC 29100.00%0.85%2.27%Q4 2013Q3 202339
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 39390.00%0.02%0.04%Q2 2013Q4 202239
NISA INVESTMENT ADVISORS, LLC 3270.00%0.00%0.02%Q4 2013Q3 202339
WILEN INVESTMENT MANAGEMENT CORP. 39397.02%9.90%13.84%Q1 2013Q3 202239
RBF Capital, LLC 38380.09%0.15%0.49%Q2 2013Q3 202238
FULLER & THALER ASSET MANAGEMENT, INC. 3710.00%0.01%0.06%Q2 2013Q4 202238
FMR LLC 3080.00%0.00%0.01%Q2 2013Q3 202338
FIRST TRUST ADVISORS LP 3260.01%0.03%0.08%Q3 2013Q3 202338
GREENLEAF TRUST 38380.01%0.01%0.05%Q2 2013Q3 202238
STATE OF WISCONSIN INVESTMENT BOARD 38380.00%0.01%0.01%Q2 2013Q3 202238
ALLIANCEBERNSTEIN L.P. 38380.00%0.00%0.00%Q2 2013Q3 202238
Creative Planning 2980.00%0.00%0.01%Q2 2013Q3 202238
GREAT WEST LIFE ASSURANCE CO /CAN/ 2110.00%0.00%0.01%Q4 2013Q3 202338
Utah Retirement Systems 38380.01%0.01%0.02%Q2 2013Q3 202238
Swiss National Bank 38380.01%0.01%0.03%Q2 2013Q3 202238
WELLINGTON MANAGEMENT GROUP LLP 3610.00%0.04%0.06%Q4 2013Q3 202337
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
Tower Research Capital LLC (TRC) 1910.00%0.01%0.05%Q2 2013Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.00%0.01%0.01%Q2 2013Q1 202236
BNP PARIBAS FINANCIAL MARKETS 36360.00%0.00%0.01%Q4 2014Q3 202336
JAMES INVESTMENT RESEARCH INC 36360.00%0.55%2.01%Q2 2013Q1 202236
PRUDENTIAL FINANCIAL INC 2710.00%0.01%0.05%Q2 2013Q3 202335
BURNEY CO/ 2780.01%0.08%0.20%Q2 2013Q3 202235
Legal & General Group Plc 35350.00%0.00%0.01%Q1 2015Q3 202335
METROPOLITAN LIFE INSURANCE CO/NY 35350.00%0.00%0.00%Q2 2013Q4 202135
NOMURA ASSET MANAGEMENT CO LTD 3310.00%0.01%0.02%Q4 2013Q3 202335
STIFEL FINANCIAL CORP 23110.00%0.00%0.01%Q1 2014Q3 202234
AMALGAMATED BANK 34340.00%0.01%0.04%Q2 2015Q3 202334
PANAGORA ASSET MANAGEMENT INC 3130.00%0.00%0.02%Q2 2013Q3 202234
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 3310.00%0.04%0.06%Q1 2014Q3 202234
VICTORY CAPITAL MANAGEMENT INC 34340.00%0.01%0.01%Q2 2015Q3 202334
PRINCIPAL FINANCIAL GROUP INC 2810.00%0.04%0.14%Q2 2013Q3 202234
Somerset Trust Co 2680.09%0.36%0.81%Q4 2013Q3 202234
Renaissance Technologies 2510.00%0.02%0.06%Q2 2013Q3 202234
Skylands Capital, LLC 19150.02%1.05%2.51%Q3 2013Q3 202334
ENVESTNET ASSET MANAGEMENT INC 1630.00%0.00%0.00%Q2 2013Q3 202333
HSBC HOLDINGS PLC 33330.00%0.00%0.03%Q1 2015Q1 202333
TEACHER RETIREMENT SYSTEM OF TEXAS 20130.00%0.01%0.06%Q2 2013Q3 202233
GUGGENHEIM CAPITAL LLC 2320.00%0.00%0.01%Q3 2013Q3 202233
Allianz Asset Management GmbH 2510.00%0.01%0.02%Q2 2013Q2 202332
MILLENNIUM MANAGEMENT LLC 1710.00%0.01%0.02%Q2 2013Q3 202331
DekaBank Deutsche Girozentrale 31310.00%0.00%0.01%Q4 2015Q2 202331
Zurcher Kantonalbank (Zurich Cantonalbank) 30300.00%0.01%0.03%Q2 2015Q3 202230
SG Americas Securities, LLC 1510.00%0.01%0.07%Q2 2014Q3 202330
STRS OHIO 2820.00%0.00%0.01%Q4 2015Q3 202330
TORONTO DOMINION BANK 29290.00%0.00%0.00%Q1 2016Q1 202329
CIBC Asset Management Inc 29290.00%0.00%0.01%Q3 2015Q3 202229
FIRST QUADRANT LLC/CA 2510.00%0.15%0.52%Q2 2013Q4 202129
Mraz, Amerine & Associates, Inc. 29290.08%0.60%1.20%Q3 2016Q3 202329
KBC Group NV 29290.00%0.00%0.00%Q4 2015Q4 202229
WESTPAC BANKING CORP 2810.00%0.00%0.02%Q4 2013Q3 202229
Gulf International Bank (UK) Ltd 28280.01%0.01%0.02%Q4 2015Q3 202228
Sumitomo Mitsui Trust Holdings, Inc. 28280.01%0.01%0.02%Q4 2015Q3 202228
Mitsubishi UFJ Asset Management Co., Ltd. 28280.01%0.01%0.01%Q4 2015Q3 202228
Abrams Capital Management 28280.65%5.23%7.91%Q4 2016Q3 202328
Asset Management One Co., Ltd. 28280.00%0.01%0.02%Q4 2015Q3 202228
Russell Investments Group, Ltd. 28280.00%0.03%0.08%Q4 2016Q3 202328
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 28280.00%0.00%0.01%Q4 2015Q3 202228
Mitsubishi UFJ Trust & Banking Corp 28280.01%0.01%0.02%Q4 2015Q3 202228
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 28280.02%0.03%0.07%Q4 2015Q3 202228
M&T BANK CORP 2320.00%0.00%0.01%Q3 2014Q3 202228
AMP Capital Investors Ltd 2410.00%0.01%0.03%Q4 2013Q3 202128
MACQUARIE GROUP LTD 2410.00%0.00%0.00%Q2 2015Q3 202227
Daiwa Securities Group Inc. 27270.00%0.00%0.00%Q1 2016Q3 202227
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 2610.01%0.01%0.02%Q4 2015Q3 202227
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.02%Q2 2013Q4 201927
FIRST MANHATTAN CO. LLC. 14130.00%0.20%0.81%Q1 2016Q3 202327
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2510.00%0.00%0.03%Q4 2014Q3 202327
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 2330.00%0.02%0.04%Q4 2015Q3 202226
PEAK6 Group LLC 520.00%0.01%0.05%Q2 2013Q4 201626
Andra AP-fonden 1220.02%0.09%0.24%Q4 2015Q3 202226
SCOUT INVESTMENTS, INC. 13130.27%0.41%0.56%Q3 2015Q3 202226
Vision Capital Management, Inc. 26260.23%0.77%1.70%Q2 2017Q3 202326
MANUFACTURERS LIFE INSURANCE COMPANY, THE 2110.00%0.00%0.00%Q2 2013Q3 202226
SIGNATUREFD, LLC 2320.00%0.00%0.01%Q3 2015Q3 202325
KEYBANK NATIONAL ASSOCIATION/OH 1310.00%0.00%0.01%Q3 2015Q3 202225
IFP Advisors, Inc 1110.00%0.00%0.00%Q4 2015Q1 202325
EARNEST PARTNERS LLC 2410.00%0.00%0.00%Q4 2016Q3 202325
OGOREK ANTHONY JOSEPH /NY/ /ADV 24240.00%0.00%0.00%Q4 2017Q3 202324
FINANCIAL COUNSELORS INC 24240.01%0.13%0.21%Q4 2017Q3 202324
LPL Financial LLC 1710.00%0.00%0.00%Q3 2015Q3 202324
Artisan Partners Limited Partnership 24240.01%0.17%0.29%Q4 2017Q3 202324
Aperio Group, LLC 24240.00%0.00%0.01%Q1 2015Q4 202024
JANUS HENDERSON GROUP PLC 24240.00%0.02%0.02%Q2 2017Q1 202324
THIRD AVENUE MANAGEMENT LLC 24240.01%2.32%4.00%Q4 2017Q3 202324
MASSMUTUAL TRUST CO FSB/ADV 2030.00%0.00%0.00%Q1 2018Q4 202323
PICTET ASSET MANAGEMENT LTD 23230.00%0.00%0.00%Q4 2015Q2 202123
REINHART PARTNERS, LLC. 23231.66%3.12%3.85%Q1 2017Q3 202223
First Horizon Advisors, Inc. 2030.00%0.00%0.00%Q1 2017Q4 202223
GSA CAPITAL PARTNERS LLP 1110.01%0.07%0.20%Q4 2013Q3 202323
ALPINE WOODS CAPITAL INVESTORS, LLC 23230.13%0.33%0.84%Q2 2013Q4 201823
Robotti & Company 23230.04%0.18%0.40%Q1 2018Q3 202323
OPPENHEIMER ASSET MANAGEMENT INC. 23230.03%0.04%0.06%Q1 2017Q3 202223
Livforsakringsbolaget Skandia, Omsesidigt 23230.00%0.02%0.18%Q4 2015Q2 202123
YACKTMAN ASSET MANAGEMENT LP 23230.10%1.43%4.07%Q1 2018Q3 202323
TWO SIGMA ADVISERS, LP 820.00%0.01%0.02%Q2 2013Q1 202323
NORDEA INVESTMENT MANAGEMENT AB 1570.00%0.01%0.03%Q4 2015Q3 202222
VIRGINIA RETIREMENT SYSTEMS ET AL 1010.01%0.03%0.07%Q3 2013Q3 202222
TEACHERS ADVISORS, LLC 22220.00%0.01%0.03%Q4 2013Q1 201922
Proficio Capital Partners LLC 1520.00%0.08%0.31%Q4 2015Q3 202322
SCHWARTZ INVESTMENT COUNSEL INC 22220.03%0.38%0.93%Q3 2017Q4 202222
Parallel Advisors, LLC 2110.00%0.00%0.01%Q1 2017Q3 202322
TIAA CREF INVESTMENT MANAGEMENT LLC 22220.00%0.01%0.03%Q4 2013Q1 201922
Nuveen Asset Management, LLC 1820.00%0.00%0.01%Q4 2013Q3 202322
INGALLS & SNYDER LLC 1220.02%0.25%0.48%Q4 2017Q3 202322
HEARTLAND ADVISORS INC 22220.12%0.43%0.75%Q3 2017Q4 202222
Treasurer of the State of North Carolina 22220.00%0.01%0.01%Q1 2018Q2 202322
SHELL ASSET MANAGEMENT CO 21210.00%0.00%0.03%Q3 2016Q3 202121
CIBC WORLD MARKET INC. 1210.00%0.00%0.02%Q3 2013Q3 202321
ADVISORY RESEARCH INC 1560.00%0.27%0.69%Q2 2013Q1 202221
Ausdal Financial Partners, Inc. 1290.03%0.08%0.16%Q1 2017Q3 202221
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
LOS ANGELES CAPITAL MANAGEMENT LLC 1210.00%0.01%0.04%Q2 2013Q3 202221
Cubist Systematic Strategies, LLC 410.00%0.02%0.05%Q2 2014Q1 202320
WINTON GROUP Ltd 1820.01%0.11%0.27%Q3 2017Q2 202320
Squarepoint Ops LLC 410.00%0.01%0.05%Q4 2015Q3 202320
TUDOR INVESTMENT CORP ET AL 1210.01%0.04%0.21%Q2 2013Q3 202320
Fairbanks Capital Management, Inc. 20200.88%2.37%3.13%Q2 2017Q1 202220
State of Alaska, Department of Revenue 20200.00%0.01%0.05%Q4 2017Q3 202220
Walleye Trading LLC 610.00%0.00%0.01%Q2 2015Q2 202320
Advisory Services Network, LLC 810.00%0.00%0.00%Q2 2015Q2 202120
SEI INVESTMENTS CO 1190.00%0.00%0.01%Q4 2015Q3 202220
Kovitz Investment Group Partners, LLC 1910.01%1.68%3.11%Q3 2016Q4 202120
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 20200.01%0.01%0.01%Q4 2017Q3 202220
AdvisorNet Financial, Inc 1460.00%0.00%0.01%Q4 2017Q3 202320
Rehmann Capital Advisory Group 1110.02%0.06%0.12%Q1 2013Q3 201920
Cutler Group LLC / CA 1430.00%0.00%0.00%Q4 2015Q2 202320
Quantbot Technologies LP 810.00%0.02%0.12%Q3 2014Q2 202320
CAPITAL INSIGHT PARTNERS, LLC 20200.29%0.74%0.96%Q1 2016Q4 202020
TD ASSET MANAGEMENT INC 910.00%0.00%0.00%Q2 2016Q3 202219
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 610.00%0.01%0.05%Q2 2013Q3 202319
Cascade Investment Advisors, Inc. 1810.00%0.01%0.04%Q1 2018Q1 202319
Kerrisdale Advisers, LLC 1270.22%6.09%14.84%Q2 2013Q3 202319
Diversified Investment Strategies, LLC 19190.24%0.64%1.90%Q1 2019Q3 202319
ETF MANAGERS GROUP, LLC 1210.00%0.01%0.02%Q2 2017Q1 202319
Private Capital Group, LLC 19190.00%0.00%0.01%Q4 2017Q2 202219
Neuberger Berman Group LLC 1120.00%0.00%0.01%Q3 2015Q3 202219
LS Investment Advisors, LLC 18180.00%0.01%0.01%Q4 2015Q1 202018
Assenagon Asset Management S.A. 1350.00%0.02%0.06%Q2 2017Q4 202118
GENESEE VALLEY TRUST CO 18180.09%0.15%0.21%Q3 2013Q4 201718
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 18180.01%0.24%0.38%Q2 2018Q3 202218
QS Investors, LLC 1410.00%0.01%0.06%Q3 2013Q1 201918
TOBAM 1620.00%0.07%0.15%Q4 2015Q1 202118
Skandinaviska Enskilda Banken AB (publ) 18180.00%0.01%0.04%Q2 2018Q3 202218
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 1620.00%0.00%0.01%Q4 2013Q4 201818
WINMILL & CO. INC 17170.32%1.69%3.21%Q3 2019Q3 202317
Zebra Capital Management LLC 1070.23%0.75%1.70%Q2 2013Q3 201717
IFM Investors Pty Ltd 17170.01%0.01%0.02%Q3 2018Q3 202217
WHITTIER TRUST CO OF NEVADA INC 17170.01%0.01%0.01%Q2 2013Q2 201717
COLUMBIA WANGER ASSET MANAGEMENT LLC 17170.04%0.46%1.10%Q4 2013Q4 201717
Nationwide Fund Advisors 1430.00%0.01%0.04%Q2 2013Q3 201717
Norman Fields, Gottscho Capital Management, LLC 17170.16%0.41%0.62%Q4 2019Q4 202317
Prestige Wealth Management Group LLC 17170.00%0.00%0.00%Q3 2019Q3 202317
BARINGS LLC 810.01%0.02%0.09%Q2 2013Q3 202117
AMUNDI ASSET MANAGEMENT US, INC. 1420.00%0.01%0.03%Q3 2015Q1 202116
Janney Capital Management LLC 1510.01%0.02%0.03%Q1 2017Q3 202216
NICHOLAS COMPANY, INC. 16160.24%1.49%2.41%Q2 2014Q1 201816
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 1310.00%0.05%0.12%Q1 2013Q4 201716
RAYMOND JAMES & ASSOCIATES 1220.00%0.00%0.00%Q1 2016Q4 202116
JANE STREET GROUP, LLC 510.00%0.00%0.01%Q3 2015Q3 202316
Leisure Capital Management 1010.42%0.57%0.79%Q4 2014Q1 201916
SEEYOND 16160.10%0.19%0.28%Q4 2018Q3 202216
ZEKE CAPITAL ADVISORS, LLC 16160.02%0.11%0.28%Q4 2018Q3 202216
Teton Capital Partners 1420.42%5.81%10.38%Q1 2015Q4 202216
Claret Asset Management Corp 16160.12%0.23%0.32%Q4 2017Q3 202116
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 15150.12%2.11%4.91%Q1 2020Q3 202315
Meiji Yasuda Asset Management Co Ltd. 1050.03%0.05%0.07%Q4 2018Q3 202215
Valeo Financial Advisors, LLC 15150.00%0.00%0.00%Q3 2017Q1 202115
QUADRANT CAPITAL GROUP LLC 1320.00%0.00%0.00%Q4 2019Q3 202315
Rockefeller Capital Management L.P. 15150.00%0.00%0.00%Q2 2019Q4 202215
BlackRock Investment Management, LLC 15150.00%0.00%0.00%Q2 2013Q4 201615
ROYCE & ASSOCIATES LP 15150.01%0.02%0.02%Q2 2014Q4 201715
Mandatum Life Insurance Co Ltd 15150.30%0.42%0.56%Q4 2015Q2 201915
BlackRock Fund Advisors 15150.00%0.00%0.01%Q2 2013Q4 201615
Boston Partners 15150.00%0.00%0.01%Q3 2016Q1 202015
WOLVERINE TRADING, LLC 210.00%0.00%0.01%Q3 2016Q1 202315
Eagle Ridge Investment Management 960.04%0.24%0.50%Q4 2013Q4 201715
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 610.03%0.33%1.16%Q1 2014Q3 202115
Jefferies Group LLC 510.00%0.00%0.01%Q1 2014Q2 201915
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
ArrowMark Colorado Holdings LLC 15150.01%0.08%0.14%Q1 2020Q3 202315
MEEDER ASSET MANAGEMENT INC 640.00%0.02%0.18%Q1 2015Q3 202115
BlackRock Group LTD 15150.00%0.00%0.01%Q2 2013Q4 201615
Raymond James Financial Services Advisors, Inc. 15150.00%0.00%0.00%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
LSV ASSET MANAGEMENT 15150.02%0.07%0.11%Q2 2013Q4 201615
BRANDES INVESTMENT PARTNERS, LP 15150.14%0.17%0.20%Q2 2017Q4 202015
BlackRock Institutional Trust Company, N.A. 15150.01%0.01%0.01%Q2 2013Q4 201615
JBF Capital, Inc. 1410.03%0.04%0.05%Q2 2013Q3 201815
BLACKROCK ADVISORS LLC 15150.00%0.00%0.01%Q2 2013Q4 201615
Parkside Financial Bank & Trust 15150.00%0.00%0.00%Q1 2020Q3 202315
Lindbrook Capital, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
Paloma Partners Management Co 610.00%0.03%0.22%Q2 2013Q1 202214
JACOBS LEVY EQUITY MANAGEMENT, INC 910.00%0.07%0.21%Q4 2018Q3 202314
BLUESTEIN R H & CO LLC 14140.02%1.35%3.06%Q4 2013Q1 201714
MACKENZIE FINANCIAL CORP 720.00%0.01%0.02%Q2 2018Q3 202214
Korea Investment CORP 810.00%0.01%0.01%Q4 2015Q3 202214
BLAIR WILLIAM & CO/IL 1220.00%0.01%0.01%Q2 2017Q4 202214
Zions Bancorporation, N.A. 14140.00%0.00%0.00%Q2 2020Q3 202314
PRELUDE CAPITAL MANAGEMENT, LLC 510.01%0.02%0.08%Q2 2013Q4 202214
TWO SIGMA INVESTMENTS, LP 410.00%0.01%0.05%Q3 2013Q3 202314
BARROW HANLEY MEWHINNEY & STRAUSS LLC 14140.22%0.29%0.44%Q4 2017Q1 202114
Smead Capital Management, Inc. 14140.59%1.85%2.77%Q2 2020Q3 202314
Spot Trading L.L.C 510.00%0.00%0.02%Q2 2013Q1 201514
MUFG Americas Holdings Corp 910.00%0.02%0.05%Q4 2010Q4 201414
Mn Services Vermogensbeheer B.V. 14140.01%0.01%0.01%Q1 2016Q2 201914
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 950.00%0.00%0.01%Q4 2016Q2 202314
Sumitomo Mitsui DS Asset Management Company, Ltd 810.00%0.01%0.02%Q2 2016Q3 202214
Man Group plc 1040.00%0.02%0.05%Q1 2019Q3 202214
AMERICAN CENTURY COMPANIES INC 1110.00%0.00%0.00%Q2 2013Q3 202314
SevenBridge Financial Group, LLC 13130.01%0.01%0.01%Q2 2016Q2 201913
COMMONWEALTH EQUITY SERVICES, LLC 1210.00%0.00%0.00%Q4 2019Q2 202313
Alberta Investment Management Corp 920.00%0.04%0.12%Q3 2013Q4 202213
Freestone Capital Holdings, LLC 1120.00%1.42%2.88%Q4 2014Q4 202013
Carroll Financial Associates, Inc. 13130.00%0.00%0.00%Q1 2017Q1 202013
JANICZEK WEALTH MANAGEMENT, LLC 13130.00%0.01%0.02%Q3 2020Q3 202313
HBK INVESTMENTS L P 420.00%0.01%0.04%Q2 2013Q4 201713
Tredje AP-fonden 940.00%0.02%0.03%Q1 2016Q2 202313
BRINKER CAPITAL INC 1210.03%0.03%0.04%Q1 2017Q2 202013
Robeco Institutional Asset Management B.V. 810.00%0.01%0.01%Q1 2016Q3 202213
Lorber David A 12121.46%2.93%4.22%Q2 2013Q1 201612
SCHRODER INVESTMENT MANAGEMENT GROUP 910.00%0.05%0.08%Q3 2013Q1 202312
FrontFour Capital Group LLC 12121.22%2.84%4.09%Q2 2013Q1 201612
BerganKDV Wealth Management, LLC 12120.00%0.00%0.00%Q2 2020Q1 202312
B. Riley Wealth Advisors, Inc. 1110.00%0.04%0.08%Q4 2014Q3 202312
ACADIAN ASSET MANAGEMENT LLC 840.00%0.02%0.07%Q2 2015Q2 202212
ALPS ADVISORS INC 1020.00%0.00%0.01%Q3 2013Q4 202112
Roundview Capital LLC 12120.08%0.12%0.17%Q4 2019Q3 202212
APG Asset Management N.V. 710.00%0.03%0.06%Q1 2016Q4 202212
Institute for Wealth Management, LLC. 12120.05%0.10%0.16%Q4 2019Q3 202212
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1010.00%0.01%0.03%Q2 2018Q3 202212
CREDIT AGRICOLE S A 12120.00%0.01%0.02%Q4 2014Q3 201712
Harbor Spring Capital, LLC 12123.86%6.26%9.81%Q4 2015Q3 201812
Capital Analysts, LLC 660.00%0.04%0.08%Q1 2015Q3 201812
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 12120.54%1.17%1.51%Q4 2016Q3 201912
RUSSELL FRANK CO/ 12120.00%0.00%0.01%Q2 2013Q1 201612
SIMPLEX TRADING, LLC 530.00%0.01%0.03%Q3 2015Q3 202312
UBS AG 660.00%0.00%0.00%Q2 2013Q3 201412
DRIEHAUS CAPITAL MANAGEMENT LLC 10100.00%0.19%0.30%Q2 2014Q3 201612
K2 PRINCIPAL FUND, L.P. 810.00%0.38%0.84%Q4 2014Q3 202312
STEVENS CAPITAL MANAGEMENT LP 810.01%0.03%0.05%Q2 2013Q1 201912
Bridgewater Associates 12120.00%0.02%0.05%Q4 2019Q3 202212
RK Asset Management, LLC 530.01%3.33%8.44%Q1 2017Q3 202312
LAZARD ASSET MANAGEMENT LLC 12120.00%0.01%0.03%Q4 2020Q3 202312
Wealthcare Advisory Partners LLC 1110.00%0.00%0.00%Q3 2017Q1 202112
Epoch Investment Partners, Inc. 11110.02%0.04%0.07%Q4 2016Q2 201911
Arizona State Retirement System 11110.01%0.01%0.02%Q1 2020Q3 202211
Ensign Peak Advisors, Inc 1010.00%0.01%0.02%Q4 2019Q4 202211
Haverford Financial Services, Inc. 11110.19%0.31%0.47%Q4 2017Q2 202011
Harel Insurance Investments & Financial Services Ltd. 1010.00%0.01%0.01%Q4 2019Q3 202311
Manikay Partners, LLC 11110.96%2.06%3.42%Q2 2014Q4 201611
IBM Retirement Fund 710.01%0.01%0.01%Q2 2013Q2 201611
Xact Kapitalforvaltning AB 11110.01%0.03%0.04%Q3 2016Q1 201911
Gerstein Fisher 11110.14%0.17%0.26%Q4 2013Q2 201611
Diversified Trust Co 410.01%0.07%0.14%Q2 2013Q4 202111
Global Retirement Partners, LLC 1010.00%0.00%0.01%Q4 2016Q1 202311
CBIZ Investment Advisory Services, LLC 11110.02%0.02%0.03%Q4 2019Q2 202211
Pegasus Partners Ltd. 11110.07%0.73%1.13%Q2 2017Q4 201911
JNE Partners LLP 11111.81%17.08%39.99%Q1 2020Q3 202211
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT 740.04%0.08%0.14%Q3 2013Q2 201611
FEDERATED HERMES, INC. 830.00%0.00%0.00%Q2 2013Q4 202111
Dynamic Technology Lab Private Ltd 310.03%0.33%0.81%Q1 2012Q2 202311
Camelot Portfolios, LLC 740.09%0.19%0.25%Q2 2018Q1 202111
FRANKLIN RESOURCES INC 620.00%0.00%0.00%Q2 2019Q1 202311
TRUIST FINANCIAL CORP 810.00%0.01%0.01%Q2 2013Q1 202011
CAPTRUST FINANCIAL ADVISORS 920.00%0.00%0.00%Q2 2019Q2 202211
Phocas Financial Corp. 11110.23%0.80%1.24%Q2 2013Q4 201511
Vestcor Inc 10100.00%0.07%0.15%Q2 2021Q3 202310
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.00%Q2 2018Q3 202010
CHICAGO EQUITY PARTNERS LLC 550.02%0.05%0.08%Q2 2013Q2 201610
CVA Family Office, LLC 730.00%0.01%0.03%Q4 2020Q2 202310
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 910.01%0.01%0.02%Q2 2013Q2 201810
ASHFORD CAPITAL MANAGEMENT INC 10100.47%0.89%1.45%Q4 2014Q1 201710
Illinois Municipal Retirement Fund 10100.00%0.02%0.03%Q3 2020Q4 202210
Amundi 10100.00%0.00%0.01%Q2 2021Q3 202310
MARSHALL WACE, LLP 410.00%0.01%0.02%Q1 2020Q3 202310
BOGLE INVESTMENT MANAGEMENT L P /DE/ 710.05%0.19%0.66%Q3 2013Q2 201910
NEXT Financial Group, Inc 550.00%0.00%0.00%Q1 2019Q3 202110
MetLife Investment Management, LLC 730.00%0.00%0.00%Q3 2018Q3 202310
MSI Financial Services Inc 10100.00%0.00%0.00%Q3 2014Q4 201610
Applied Fundamental Research, LLC 910.48%4.20%6.35%Q4 2020Q3 202310
DUPONT CAPITAL MANAGEMENT CORP 510.01%0.05%0.10%Q2 2013Q1 202110
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
MANAGED ACCOUNT ADVISORS LLC 990.00%0.00%0.01%Q2 2013Q2 20159
DUBUQUE BANK & TRUST CO 990.00%0.00%0.00%Q1 2017Q1 20199
Point72 Hong Kong Ltd 310.00%0.02%0.10%Q3 2014Q1 20229
UNITED SERVICES AUTOMOBILE ASSOCIATION 710.00%0.05%0.07%Q3 2013Q2 20199
VOLORIDGE INVESTMENT MANAGEMENT, LLC 410.00%0.01%0.02%Q1 2019Q3 20239
Yorktown Management & Research Co Inc 810.09%0.15%0.36%Q1 2018Q3 20229
HANSEATIC MANAGEMENT SERVICES INC 720.01%0.50%0.99%Q2 2013Q4 20159
Fiduciary Trust Co International of Pennsylvania 630.02%0.21%0.29%Q4 2014Q2 20189
O'Brien Greene & Co. Inc 990.38%0.54%1.48%Q4 2018Q4 20209
CREATIVE FINANCIAL DESIGNS INC /ADV 990.01%0.01%0.01%Q4 2016Q4 20189
PEAK6 Investments LLC 510.00%0.00%0.01%Q1 2021Q3 20229
Commonwealth Equity Services, Inc 990.00%0.00%0.00%Q2 2015Q2 20179
MCKINLEY CAPITAL MANAGEMENT LLC 990.20%0.26%0.48%Q4 2014Q4 20169
Weil Company, Inc. 990.27%0.49%0.72%Q3 2020Q3 20229
GAM Holding AG 710.00%0.01%0.02%Q4 2015Q2 20199
Arkadios Wealth Advisors 990.00%0.01%0.03%Q4 2019Q4 20219
Patriot Financial Group Insurance Agency, LLC 990.00%0.00%0.00%Q4 2019Q4 20219
Quantitative Investment Management, LLC 410.01%0.04%0.08%Q4 2017Q4 20209
J.P. Morgan Private Wealth Advisors LLC 510.00%0.00%0.01%Q1 2015Q1 20229
Century Capital Management, LLC 990.02%0.39%0.53%Q2 2015Q2 20179
BNP Paribas Asset Management Holding S.A. 630.00%0.00%0.00%Q4 2018Q3 20229
CWM, LLC 710.00%0.00%0.00%Q3 2017Q3 20239
CARILLON TOWER ADVISERS, INC. 630.05%0.10%0.17%Q1 2018Q4 20209
TDAM USA INC. 990.06%0.08%0.11%Q4 2016Q4 20189
D.A. DAVIDSON & CO. 810.01%0.01%0.02%Q4 2016Q1 20199
Independence Capital Asset Partners, LLC 990.13%2.13%7.22%Q4 2013Q4 20159
Waratah Capital Advisors Ltd. 540.03%0.34%1.00%Q2 2015Q4 20179
MU Investments Co., Ltd. 990.02%0.06%0.12%Q4 2015Q4 20179
Virtu KCG Holdings LLC 510.00%0.02%0.09%Q3 2013Q3 20169
TWO SIGMA SECURITIES, LLC 210.00%0.06%0.32%Q4 2015Q4 20208
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Optimal Asset Management, Inc. 880.05%0.12%0.19%Q4 2019Q3 20218
Tradewinds Capital Management, LLC 880.00%0.00%0.01%Q4 2016Q3 20188
Sageworth Trust Co 880.00%0.01%0.03%Q2 2021Q1 20238
WFG Advisors, LP 880.00%0.00%0.01%Q3 2015Q2 20178
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
BlackRock Japan Co. Ltd 510.00%0.01%0.01%Q1 2014Q4 20168
JFS WEALTH ADVISORS, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
ISZO CAPITAL MANAGEMENT LP 884.80%7.07%11.24%Q1 2014Q4 20158
SANDLER CAPITAL MANAGEMENT 880.03%0.30%0.52%Q3 2013Q2 20158
Quent Capital, LLC 880.00%0.00%0.02%Q4 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.00%0.03%0.08%Q4 2021Q3 20238
BOSTON ADVISORS LLC 880.02%0.02%0.03%Q1 2015Q4 20168
DELTA ASSET MANAGEMENT LLC/TN 880.00%0.00%0.00%Q4 2016Q3 20188
Steinberg Global Asset Management 880.09%0.15%0.19%Q2 2017Q1 20198
Spire Wealth Management 530.00%0.00%0.00%Q3 2021Q3 20238
INVESTMENT HOUSE LLC 880.02%0.04%0.04%Q4 2016Q3 20188
LEUTHOLD GROUP, LLC 530.12%0.16%0.21%Q2 2013Q3 20158
Handelsbanken Fonder AB 880.00%0.00%0.01%Q4 2020Q3 20228
AXA S.A. 620.00%0.03%0.06%Q2 2013Q2 20228
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 410.00%0.00%0.00%Q2 2015Q1 20228
Greenlight Capital 620.30%0.86%1.40%Q2 2016Q4 20208
Pacer Advisors, Inc. 880.01%0.04%0.07%Q4 2015Q3 20178
Bell Investment Advisors, Inc 620.00%0.00%0.00%Q3 2021Q3 20238
Capital Impact Advisors, LLC 880.44%0.68%1.00%Q1 2015Q4 20168
Schonfeld Strategic Advisors LLC 410.00%0.01%0.02%Q2 2018Q2 20238
Watermark Asset Management, Inc. 880.02%0.03%0.06%Q1 2017Q4 20188
Legacy Wealth Asset Management, LLC 880.17%0.22%0.28%Q4 2020Q3 20228
FourThought Financial, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
ZACKS INVESTMENT MANAGEMENT 510.01%0.02%0.04%Q2 2013Q2 20168
Harspring Capital Management, LLC 711.29%4.60%10.48%Q4 2019Q4 20228
Brinker Capital Investments, LLC 710.02%0.02%0.03%Q3 2020Q3 20228
Covestor Ltd 880.01%0.04%0.10%Q4 2021Q3 20238
PineBridge Investments, L.P. 880.00%0.01%0.04%Q3 2021Q2 20238
DigitalBridge Group, Inc. 620.24%0.69%2.09%Q4 2019Q4 20228
Harvest Fund Management Co., Ltd 880.00%0.01%0.03%Q1 2021Q4 20228
AGF Investments LLC 620.00%0.07%0.17%Q1 2019Q3 20218
Meadow Creek Investment Management LLC 610.00%0.03%0.07%Q4 2016Q3 20197
Numeric Investors LLC 410.00%0.06%0.22%Q2 2013Q3 20177
Berman Capital Advisors, LLC 770.00%0.00%0.01%Q1 2020Q3 20217
AVIVA PLC 610.00%0.02%0.05%Q2 2021Q1 20237
Itau USA Asset Management Inc. 770.03%0.07%0.13%Q2 2013Q4 20147
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 320.00%0.00%0.01%Q1 2021Q2 20237
Freedom Day Solutions, LLC 770.94%1.33%1.53%Q4 2017Q2 20197
Tahithromos, L.L.C. 776.04%8.10%9.93%Q3 2016Q1 20187
RIVERHEAD CAPITAL MANAGEMENT LLC 610.00%0.03%0.07%Q4 2016Q3 20197
ClariVest Asset Management LLC 610.00%0.05%0.07%Q2 2013Q1 20157
Apriem Advisors 770.00%0.00%0.00%Q3 2015Q1 20177
MAVERICK CAPITAL LTD 510.00%0.01%0.01%Q4 2020Q1 20237
First Personal Financial Services 770.00%0.00%0.00%Q4 2017Q2 20197
FIRST MERCANTILE TRUST CO 610.00%0.00%0.01%Q1 2014Q3 20217
DREMAN VALUE MANAGEMENT, L L C 410.00%0.07%0.10%Q2 2013Q1 20187
JANUS HENDERSON INVESTORS US LLC 770.00%0.01%0.02%Q3 2015Q1 20177
Parkwood LLC 770.07%0.09%0.16%Q4 2015Q2 20177
Pendal Group Ltd 770.00%0.00%0.01%Q4 2020Q2 20227
abrdn plc 510.00%0.00%0.00%Q3 2019Q3 20227
Glen Harbor Capital Management LLC 610.00%0.02%0.05%Q4 2016Q3 20197
Trexquant Investment LP 310.03%0.06%0.09%Q1 2015Q3 20217
CANADA PENSION PLAN INVESTMENT BOARD 610.00%0.00%0.00%Q3 2013Q1 20237
MARTINGALE ASSET MANAGEMENT L P 510.00%0.09%0.17%Q2 2013Q4 20227
Elkfork Partners LLC 610.00%0.02%0.07%Q4 2016Q3 20197
Clear Perspective Advisors, LLC 770.03%0.06%0.15%Q4 2016Q2 20187
Neuburgh Advisers LLC 610.00%0.02%0.05%Q4 2016Q3 20197
Maryland State Retirement & Pension System 770.01%0.02%0.03%Q1 2021Q3 20227
A.R.T. Advisors, LLC 210.01%0.04%0.07%Q3 2013Q4 20187
Sowell Financial Services LLC 770.01%0.02%0.02%Q3 2019Q1 20217
Quantum Capital Management, LLC / NJ 770.81%1.87%2.43%Q1 2017Q3 20187
BANK OF NOVA SCOTIA 210.00%0.00%0.01%Q4 2015Q1 20227
LOOMIS SAYLES & CO L P 430.00%0.00%0.00%Q4 2021Q3 20237
AustralianSuper Pty Ltd 770.04%0.08%0.10%Q2 2021Q4 20227
NATIONAL INVESTMENT SERVICES INC /WI 771.57%1.90%2.13%Q1 2018Q3 20197
Parametrica Management Ltd 310.19%0.50%0.92%Q1 2017Q1 20197
MARKSTON INTERNATIONAL LLC 520.00%0.00%0.01%Q1 2017Q1 20197
Newtyn Management, LLC 772.55%7.43%9.88%Q2 2016Q4 20177
Glassman Wealth Services 610.00%0.00%0.00%Q1 2020Q3 20237
State of Wyoming 660.01%0.02%0.03%Q1 2021Q2 20226
Dai-ichi Life Insurance Company, Ltd 660.04%0.05%0.06%Q2 2021Q3 20226
Virtu Financial LLC 210.02%0.02%0.03%Q3 2017Q4 20216
TCI Wealth Advisors, Inc. 330.00%0.00%0.00%Q1 2017Q1 20236
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 660.10%0.14%0.20%Q2 2013Q3 20146
Schubert & Co 660.00%0.00%0.01%Q4 2021Q1 20236
FIFTH THIRD BANCORP 410.00%0.00%0.00%Q1 2014Q2 20236
PDT Partners, LLC 510.01%0.02%0.03%Q3 2013Q1 20156
K.J. Harrison & Partners Inc 660.42%0.63%0.74%Q3 2016Q4 20176
StoneX Group Inc. 660.04%0.07%0.19%Q4 2020Q1 20226
Winfield Associates, Inc. 660.01%0.01%0.01%Q3 2016Q4 20176
ICC CAPITAL MANAGEMENT INC/ 660.14%0.25%0.36%Q4 2013Q1 20156
Highlander Capital Management, LLC 660.18%0.40%0.80%Q2 2022Q3 20236
BALYASNY ASSET MANAGEMENT L.P. 310.00%0.01%0.02%Q3 2015Q1 20236
Absolute Return Capital, LLC 510.02%0.03%0.04%Q1 2014Q3 20156
REGIONS FINANCIAL CORP 660.00%0.00%0.00%Q4 2017Q1 20196
DARK FOREST CAPITAL MANAGEMENT LP 310.00%0.04%0.08%Q2 2021Q3 20236
Disciplined Investments, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
Capital Advisors, Ltd. LLC 660.00%0.00%0.00%Q2 2022Q3 20236
State of New Jersey Common Pension Fund D 660.01%0.01%0.01%Q2 2021Q3 20226
GLENMEDE TRUST CO NA 660.00%0.00%0.00%Q2 2019Q3 20206
Allworth Financial LP 660.00%0.00%0.00%Q2 2022Q3 20236
Zweig-DiMenna Associates LLC 420.09%0.25%0.63%Q4 2019Q1 20226
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Sageworth Trust Co of South Dakota 660.00%0.21%0.43%Q4 2021Q1 20236
Connor, Clark & Lunn Investment Management Ltd. 660.00%0.00%0.01%Q4 2021Q1 20236
Horizon Investment Services, LLC 310.23%0.99%1.75%Q2 2013Q2 20226
Surevest, LLC 420.00%0.06%0.25%Q4 2018Q3 20226
SCOTIA CAPITAL INC. 660.01%0.02%0.04%Q3 2013Q4 20146
Ethic Inc. 660.01%0.03%0.07%Q1 2022Q2 20236
Baker Ellis Asset Management LLC 660.04%0.05%0.07%Q2 2021Q3 20226
RMB Capital Management, LLC 660.09%0.11%0.14%Q4 2016Q1 20186
Candriam S.C.A. 210.00%0.01%0.01%Q1 2016Q1 20226
CSat Investment Advisory, L.P. 660.00%0.00%0.01%Q2 2019Q3 20206
Walleye Capital LLC 210.00%0.02%0.05%Q1 2022Q2 20236
Quadrature Capital Ltd 210.02%0.07%0.29%Q4 2015Q4 20216
Trek Financial, LLC 660.03%0.04%0.05%Q2 2021Q3 20226
MASON STREET ADVISORS, LLC 660.00%0.00%0.00%Q3 2013Q4 20146
Integrated Wealth Management 660.00%0.00%0.00%Q2 2015Q3 20166
Gerber Kawasaki Wealth & Investment Management 550.02%0.06%0.14%Q1 2021Q1 20225
Unigestion Holding SA 550.03%0.04%0.05%Q2 2018Q2 20195
Hatteras Investment Partners, LP 551.23%3.55%6.86%Q4 2015Q4 20165
HIGHLAND CAPITAL MANAGEMENT, LLC 550.14%0.19%0.31%Q2 2015Q2 20165
ADVANCE CAPITAL I INC 320.36%0.55%0.66%Q4 2014Q3 20165
Red Tortoise LLC 410.00%0.00%0.00%Q3 2021Q3 20235
Quantinno Capital Management LP 320.03%0.15%0.24%Q4 2020Q1 20225
VERUS CAPITAL PARTNERS, LLC 320.00%0.08%0.12%Q4 2019Q3 20225
Beacon Pointe Wealth Advisors, LLC 550.07%0.09%0.12%Q4 2018Q4 20195
ASAHI LIFE ASSET MANAGEMENT CO., LTD. 310.04%0.06%0.07%Q4 2018Q3 20225
BRIDGEWAY CAPITAL MANAGEMENT, LLC 550.08%0.11%0.13%Q2 2013Q2 20145
Jump Financial, LLC 310.01%0.03%0.05%Q4 2020Q2 20235
HRT FINANCIAL LP 310.01%0.01%0.03%Q3 2020Q3 20235
Oppenheimer & Close, LLC 550.34%0.84%2.76%Q3 2022Q3 20235
ONTARIO TEACHERS PENSION PLAN BOARD 550.00%0.02%0.02%Q3 2021Q3 20225
AIA Investment Management Private Ltd 550.01%0.01%0.02%Q3 2019Q3 20205
Cetera Advisors LLC 410.00%0.00%0.01%Q1 2021Q3 20225
Hodges Capital Management Inc. 550.01%0.02%0.02%Q2 2015Q2 20165
GROUP ONE TRADING, L.P. 320.00%0.00%0.00%Q2 2021Q2 20235
SJS Investment Consulting Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
Cornerstone Advisors, Inc. 320.00%0.00%0.01%Q2 2016Q2 20195
NN Investment Partners Holdings N.V. 320.00%0.00%0.01%Q1 2016Q4 20185
BlueCrest Capital Management Ltd 310.01%0.05%0.14%Q3 2015Q2 20175
EATON VANCE MANAGEMENT 550.00%0.00%0.00%Q1 2021Q1 20225
Riverview Trust Co 410.00%0.00%0.01%Q2 2022Q3 20235
GABELLI FUNDS LLC 550.00%0.00%0.00%Q1 2017Q1 20185
Ellevest, Inc. 550.00%0.00%0.00%Q1 2022Q1 20235
XTX Topco Ltd 410.11%0.20%0.42%Q1 2021Q3 20235
LORD, ABBETT & CO. LLC 320.04%0.06%0.06%Q3 2015Q1 20215
COLONY GROUP LLC 320.01%0.02%0.04%Q2 2019Q1 20215
ExodusPoint Capital Management, LP 310.01%0.01%0.03%Q2 2019Q2 20215
MIDAS MANAGEMENT CORP 551.31%1.34%1.40%Q2 2018Q2 20195
PIEDMONT INVESTMENT ADVISORS INC 410.00%0.00%0.00%Q3 2013Q2 20185
COMMONWEALTH BANK OF AUSTRALIA 550.00%0.00%0.00%Q2 2016Q2 20175
National Investment Services of America, LLC 551.00%1.25%1.86%Q4 2019Q4 20205
Perimeter Capital Partners, LLC 550.80%1.02%1.30%Q2 2013Q2 20145
Detwiler Fenton Investment Management LLC 552.25%3.12%3.78%Q2 2014Q2 20155
Holocene Advisors, LP 210.01%0.01%0.01%Q4 2017Q3 20225
KEELEY ASSET MANAGEMENT CORP 550.12%0.57%0.72%Q2 2013Q2 20145
Zullo Investment Group, Inc. 550.00%0.00%0.01%Q4 2021Q4 20225
CI Global Investments Inc. 550.12%0.16%0.19%Q3 2013Q3 20145
CANANDAIGUA NATIONAL CORP 550.03%0.04%0.05%Q1 2021Q1 20225
FORSTA AP-FONDEN 210.00%0.09%0.20%Q3 2019Q3 20225
PICTET ASSET MANAGEMENT SA 550.00%0.00%0.00%Q3 2021Q3 20225
FRONTIER INVESTMENT MGMT CO 550.22%0.24%0.27%Q4 2016Q4 20175
King Wealth Management Group 310.03%0.04%0.04%Q4 2020Q4 20214
First Pacific Advisors, LP 440.00%0.00%0.00%Q3 2022Q2 20234
Stratos Wealth Partners, LTD. 210.00%0.01%0.02%Q2 2016Q4 20214
CONGRESS ASSET MANAGEMENT CO /MA 440.04%0.04%0.05%Q3 2017Q2 20184
CLINTON GROUP INC 210.03%0.14%0.24%Q1 2016Q3 20174
Colonial Trust Co / SC 440.00%0.01%0.03%Q4 2022Q3 20234
BOOTHBAY FUND MANAGEMENT, LLC 310.01%0.08%0.27%Q4 2014Q4 20214
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
STATE OF MICHIGAN RETIREMENT SYSTEM 440.00%0.00%0.00%Q4 2021Q3 20224
HOWARD HUGHES MEDICAL INSTITUTE 440.04%0.09%0.12%Q3 2016Q2 20174
Gratus Capital, LLC 440.06%0.15%0.18%Q2 2017Q1 20184
STANSBERRY ASSET MANAGEMENT, LLC 440.24%1.49%2.11%Q1 2022Q4 20224
Alpha Square Group S LLC 440.15%0.79%1.20%Q1 2022Q4 20224
EverSource Wealth Advisors, LLC 440.01%0.20%0.28%Q4 2022Q3 20234
OSSIAM 440.00%0.00%0.00%Q3 2022Q2 20234
Steward Partners Investment Advisory, LLC 110.00%0.00%0.00%Q4 2017Q1 20214
TFO Wealth Partners, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
OSKIE CAPITAL MANAGEMENT, LLC 441.69%2.25%2.86%Q2 2013Q1 20144
MERCER GLOBAL ADVISORS INC /ADV 440.00%0.00%0.00%Q4 2021Q3 20224
Golden State Wealth Management, LLC 310.00%0.00%0.00%Q1 2019Q1 20204
USS Investment Management Ltd 440.00%0.01%0.01%Q3 2021Q2 20224
Steward Financial Group LLC 210.00%0.00%0.00%Q2 2022Q3 20234
NewEdge Advisors, LLC 210.00%0.01%0.02%Q2 2017Q4 20224
MENTA CAPITAL LLC 210.07%0.16%0.31%Q2 2013Q3 20184
Verition Fund Management LLC 110.00%0.04%0.08%Q1 2015Q4 20214
Shinko Asset Management Co., Ltd. 440.00%0.00%0.00%Q4 2015Q3 20164
OAKVIEW CAPITAL MANAGEMENT, L.P. 440.81%5.09%7.51%Q1 2022Q4 20224
CI INVESTMENTS INC. 310.00%0.00%0.00%Q2 2020Q3 20234
ALGERT GLOBAL LLC 440.10%0.12%0.15%Q2 2013Q1 20144
Waverly Advisors, LLC 440.00%0.00%0.00%Q4 2013Q3 20144
Banco Santander, S.A. 440.00%0.00%0.01%Q1 2021Q4 20214
Gotham Asset Management, LLC 210.00%0.01%0.01%Q2 2014Q1 20224
TRAN CAPITAL MANAGEMENT, L.P. 440.06%0.73%2.38%Q4 2019Q3 20204
Vanguard Personalized Indexing Management, LLC 440.01%0.02%0.04%Q4 2021Q3 20224
Clearstead Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Versant Capital Management, Inc 310.00%0.00%0.00%Q2 2017Q4 20194
Douglass Winthrop Advisors, LLC 440.03%0.03%0.03%Q1 2017Q4 20174
Nine Chapters Capital Management LLC 440.13%0.16%0.18%Q2 2013Q1 20144
1832 Asset Management L.P. 440.00%0.00%0.00%Q1 2022Q4 20224
Mizuho Trust & Banking Co., Ltd. 440.01%0.01%0.01%Q4 2015Q3 20164
PALISADE CAPITAL MANAGEMENT, LP 220.01%0.02%0.04%Q3 2013Q3 20154
Wealth Quarterback LLC 220.01%0.12%0.33%Q4 2019Q3 20214
TCW GROUP INC 310.04%0.05%0.06%Q4 2016Q1 20204
Solstein Capital, LLC 440.08%0.10%0.12%Q3 2021Q2 20224
Qube Research & Technologies Ltd 210.00%0.03%0.10%Q1 2021Q2 20224
SRS Capital Advisors, Inc. 310.00%0.00%0.00%Q1 2022Q1 20234
Indaba Capital Management, L.P. 444.80%5.21%5.68%Q4 2018Q3 20194
Spark Investment Management LLC 440.20%0.26%0.31%Q4 2013Q3 20144
C Partners Holding GmbH 440.04%0.08%0.10%Q4 2017Q3 20184
Lakewood Asset Management LLC 440.19%0.20%0.22%Q4 2022Q3 20234
CHELSEA COUNSEL CO 440.12%0.13%0.14%Q2 2015Q1 20164
ANALYTIC INVESTORS, LLC 310.01%0.03%0.06%Q2 2014Q2 20164
TIGER MANAGEMENT L.L.C. 441.31%3.58%4.83%Q3 2015Q2 20164
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 440.00%0.00%0.00%Q1 2015Q4 20154
BROWN BROTHERS HARRIMAN & CO 440.00%0.00%0.00%Q1 2020Q4 20204
JUPITER ASSET MANAGEMENT LTD 440.14%0.17%0.19%Q4 2016Q3 20174
Redpoint Investment Management Pty Ltd 440.02%0.02%0.02%Q1 2021Q4 20214
NumerixS Investment Technologies Inc 440.01%0.02%0.05%Q3 2017Q2 20184
Perennial Investment Partners LTD 440.37%0.79%1.53%Q4 2013Q3 20144
Plante Moran Financial Advisors, LLC 440.00%0.01%0.02%Q4 2015Q3 20164
Senvest Management, LLC 220.04%1.26%2.47%Q3 2020Q1 20234
True Wealth Design, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Engineers Gate Manager LP 210.02%0.03%0.06%Q3 2020Q2 20224
AGF INVESTMENTS INC. 310.00%0.00%0.00%Q3 2016Q1 20204
Cannell Capital 440.10%0.15%0.18%Q4 2016Q3 20174
RAPTOR CAPITAL MANAGEMENT LP 440.62%1.09%1.94%Q1 2014Q4 20144
APIS CAPITAL ADVISORS, LLC 447.04%10.80%15.60%Q4 2014Q3 20154
Campbell & CO Investment Adviser LLC 210.04%0.17%0.27%Q3 2014Q3 20234
MONETA GROUP INVESTMENT ADVISORS LLC 440.08%0.10%0.11%Q3 2017Q2 20184
OCCUDO QUANTITATIVE STRATEGIES LP 330.12%0.17%0.20%Q1 2023Q3 20233
Ergoteles LLC 210.01%0.02%0.03%Q1 2022Q2 20233
Moors & Cabot, Inc. 330.15%0.16%0.17%Q3 2015Q1 20163
ICA Group Wealth Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Chemistry Wealth Management LLC 330.20%0.26%0.34%Q1 2022Q3 20223
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 210.02%0.02%0.02%Q2 2019Q2 20213
Aquatic Capital Management LLC 210.00%0.17%0.42%Q4 2021Q2 20233
Versor Investments LP 210.01%0.06%0.11%Q2 2022Q3 20233
Hexavest Inc. 330.00%0.00%0.00%Q1 2020Q3 20203
SECOR Capital Advisors, LP 210.13%0.16%0.22%Q1 2016Q4 20173
Lumature Wealth Partners, LLC 330.00%0.01%0.03%Q3 2022Q1 20233
BRYN MAWR CAPITAL MANAGEMENT INC 210.02%0.03%0.05%Q2 2013Q1 20143
Centiva Capital, LP 210.01%0.01%0.01%Q1 2022Q3 20233
Atria Investments, Inc 330.01%0.01%0.01%Q2 2018Q4 20183
CAXTON ASSOCIATES LP 110.04%0.07%0.10%Q4 2021Q2 20233
McAdam, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Focused Wealth Management, Inc 210.00%0.01%0.02%Q4 2021Q4 20223
TOMPKINS FINANCIAL CORP 210.00%0.00%0.00%Q4 2019Q4 20203
BOKF, NA 330.01%0.01%0.02%Q1 2022Q3 20223
Perpetual Ltd 330.26%0.42%0.62%Q1 2020Q3 20203
Highstreet Asset Management Inc. 210.00%0.01%0.02%Q2 2017Q4 20193
GENERAL MOTORS INVESTMENT MANAGEMENT CORP 210.07%0.07%0.08%Q3 2013Q3 20143
AE Wealth Management LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Symmetry Partners, LLC 330.01%0.02%0.02%Q3 2021Q1 20223
Achmea Investment Management B.V. 210.01%0.03%0.06%Q1 2017Q4 20213
SOA Wealth Advisors, LLC. 330.00%0.00%0.00%Q3 2021Q1 20223
Atom Investors LP 330.02%0.13%0.20%Q2 2020Q4 20203
MCDONALD PARTNERS LLC 330.10%0.22%0.29%Q1 2023Q3 20233
Castleview Partners, LLC 330.00%0.04%0.08%Q1 2022Q3 20223
CAXTON CORP 330.34%0.75%1.01%Q1 2018Q3 20183
OPPENHEIMER & CO INC 210.01%0.01%0.02%Q4 2013Q4 20213
AlphaCrest Capital Management LLC 210.01%0.03%0.05%Q2 2020Q2 20213
Mizuho Asset Management Co.,Ltd. 210.01%0.01%0.01%Q4 2015Q3 20163
Gruss Capital Management LP 331.74%2.27%3.12%Q2 2017Q4 20173
MD Financial Management Inc. 330.02%0.02%0.02%Q2 2021Q4 20213
Marshall Wace North America L.P. 210.00%0.00%0.01%Q2 2020Q1 20213
Hillsdale Investment Management Inc. 330.00%0.00%0.00%Q4 2015Q2 20163
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. 330.00%0.01%0.01%Q2 2017Q4 20173
Lombard Odier Asset Management (USA) Corp 210.03%0.12%0.24%Q3 2020Q2 20223
CITIZENS FINANCIAL GROUP INC/RI 210.00%0.00%0.00%Q4 2015Q2 20203
ClearBridge Investments 330.00%0.00%0.00%Q4 2019Q2 20203
CHILTON INVESTMENT CO INC. 330.04%0.06%0.09%Q4 2019Q2 20203
OLIVER LAGORE VANVALIN INVESTMENT GROUP 330.10%0.14%0.18%Q1 2023Q3 20233
STONERIDGE INVESTMENT PARTNERS LLC 330.05%0.08%0.11%Q4 2016Q2 20173
Old West Investment Management, LLC 334.25%4.72%5.05%Q1 2023Q3 20233
Avestar Capital, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
GUARDIAN CAPITAL LP 330.01%0.01%0.01%Q3 2015Q1 20163
CORNERCAP INVESTMENT COUNSEL INC 330.45%0.47%0.50%Q2 2013Q4 20133
MACKAY SHIELDS LLC 210.01%0.01%0.02%Q1 2018Q1 20213
SeaCrest Wealth Management, LLC 330.00%0.00%0.00%Q3 2018Q1 20193
TURNER INVESTMENTS LLC 330.00%0.00%0.01%Q3 2014Q1 20153
Monarch Partners Asset Management LLC 331.05%1.10%1.19%Q4 2015Q2 20163
BTG Pactual Global Asset Management Ltd 330.04%0.05%0.06%Q2 2014Q4 20143
Lenox Wealth Advisors, LLC 330.00%0.00%0.00%Q3 2019Q1 20203
RFP Financial Group LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Magnetar Financial LLC 330.00%0.01%0.01%Q2 2021Q4 20213
GAM SYSTEMATIC LLP 330.08%0.21%0.34%Q4 2014Q2 20153
SAC Capital Advisors LP 210.00%0.00%0.00%Q2 2013Q1 20143
Assured Investment Management LLC 210.00%0.01%0.01%Q4 2015Q1 20193
CADENCE CAPITAL MANAGEMENT LLC 330.31%0.33%0.37%Q1 2013Q3 20133
BROWN ADVISORY INC 210.00%0.00%0.00%Q1 2018Q3 20193
Orion Portfolio Solutions, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Connectus Wealth, LLC 220.06%0.07%0.08%Q4 2021Q1 20222
Delphi Private Advisors LLC 220.00%0.00%0.00%Q2 2016Q3 20162
EVOKE WEALTH, LLC 220.00%0.00%0.00%Q3 2019Q4 20192
Corsair Capital Management 220.11%0.11%0.11%Q4 2022Q1 20232
Sugarloaf Wealth Management, LLC 220.01%0.01%0.01%Q1 2022Q2 20222
MANGROVE PARTNERS IM, LLC 220.55%1.28%2.02%Q2 2015Q3 20152
PA Capital LLC 220.34%0.38%0.42%Q2 2020Q3 20202
HighTower Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Pine River Capital Management L.P. 110.01%0.01%0.01%Q3 2014Q3 20162
Natixis Investment Managers International 220.04%0.05%0.06%Q2 2018Q3 20182
NATIXIS 220.00%0.00%0.00%Q2 2021Q3 20212
WORLDQUANT MILLENNIUM ADVISORS LLC 110.02%0.03%0.04%Q2 2022Q4 20222
BANBURY PARTNERS LLC 224.21%4.33%4.46%Q4 2017Q1 20182
Kovack Advisors, Inc. 220.20%0.22%0.23%Q4 2016Q1 20172
REILLY FINANCIAL ADVISORS, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
NORTHERN TRUST CO OF CONNECTICUT 220.01%0.01%0.01%Q2 2013Q3 20132
Pinnacle Bancorp, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Hatteras Alternative Mutual Funds, LLC 220.91%1.29%1.66%Q4 2013Q1 20142
FIRST HAWAIIAN BANK 220.01%0.01%0.01%Q2 2023Q3 20232
RATIONAL ADVISORS LLC 110.03%0.42%0.82%Q1 2018Q4 20202
Calvert Investment Management, Inc. 220.01%0.01%0.01%Q3 2016Q4 20162
Realta Investment Advisors 220.00%0.00%0.00%Q3 2019Q4 20192
Kestra Advisory Services, LLC 110.00%0.00%0.01%Q2 2021Q4 20212
Tuttle Capital Management, LLC 110.23%0.81%1.40%Q1 2018Q4 20202
Emerald Acquisition Ltd. 220.01%0.01%0.01%Q2 2016Q3 20162
Ada Investment Management, LP 220.21%0.26%0.30%Q3 2015Q4 20152
Operose Advisors LLC 220.01%0.01%0.01%Q4 2021Q1 20222
AJO, LP 220.00%0.00%0.01%Q1 2019Q2 20192
Claar Advisors LLC 224.18%4.47%4.75%Q2 2016Q3 20162
MGO ONE SEVEN LLC 220.06%0.06%0.06%Q2 2023Q3 20232
Fox Point Capital Management LLC 225.38%6.10%6.81%Q4 2016Q1 20172
TimeScale Financial, Inc. 220.00%0.00%0.00%Q3 2019Q4 20192
BELLEVUE ASSET MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Edge Advisors, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
ELLINGTON MANAGEMENT GROUP LLC 110.04%0.13%0.22%Q3 2013Q2 20192
JOHN G ULLMAN & ASSOCIATES INC 220.26%0.35%0.44%Q4 2019Q1 20202
Perkins Investment Management, LLC 220.07%0.08%0.09%Q4 2016Q1 20172
Moab Capital Partners 222.24%2.45%2.65%Q2 2013Q3 20132
Vontobel Holding Ltd. 110.00%0.00%0.01%Q2 2021Q4 20212
Larson Financial Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Itau Unibanco Holding S.A. 220.00%0.00%0.00%Q1 2018Q2 20182
George Zachary 225.93%7.94%9.94%Q1 2018Q2 20182
YG PARTNERS, LLC 220.58%0.90%1.23%Q4 2015Q1 20162
Perpetual Investment Management Ltd 221.23%1.55%1.86%Q4 2020Q1 20212
New Hampshire Trust 220.00%0.00%0.00%Q4 2022Q1 20232
CENTRAL TRUST Co 220.01%0.02%0.02%Q4 2021Q1 20222
Ledyard National Bank 110.00%0.00%0.00%Q4 2017Q3 20182
Cumberland Partners Ltd 220.02%0.06%0.11%Q3 2022Q4 20222
Weiss Multi-Strategy Advisers LLC 220.01%0.01%0.01%Q2 2013Q3 20132
Airain ltd 110.04%0.04%0.04%Q1 2014Q1 20162
IMS Capital Management 110.04%0.13%0.22%Q4 2016Q3 20182
SYNOVUS FINANCIAL CORP 220.00%0.00%0.00%Q4 2018Q1 20192
Dynamic Capital Management Ltd 220.13%0.16%0.18%Q1 2016Q2 20162
Hyperion Capital Advisors LP 220.46%0.51%0.55%Q2 2022Q3 20222
COMERICA BANK 110.00%0.00%0.00%Q1 2017Q3 20232
Quantamental Technologies LLC 220.02%0.03%0.03%Q4 2018Q1 20192
Gyon Technologies Capital Management, LP 110.06%0.09%0.11%Q2 2021Q2 20222
Corient Capital Partners, LLC 220.02%0.02%0.02%Q2 2022Q3 20222
CAT ROCK CAPITAL MANAGEMENT LP 226.34%7.62%8.90%Q1 2016Q2 20162
Soros Fund Management 110.01%0.01%0.01%Q3 2015Q1 20162
TWINBEECH CAPITAL LP 110.08%0.09%0.10%Q3 2020Q4 20212
HIGHBRIDGE CAPITAL MANAGEMENT LLC 220.00%0.01%0.01%Q2 2013Q3 20132
WHITEBOX ADVISORS LLC 220.04%0.07%0.10%Q2 2013Q3 20132
IFG Advisory, LLC 220.11%0.11%0.11%Q2 2022Q3 20222
Geneos Wealth Management Inc. 110.00%0.00%0.00%Q1 2021Q1 20232
OXFORD ASSET MANAGEMENT LLP 110.02%0.02%0.03%Q1 2017Q3 20172
Strategic Global Advisors, LLC 220.24%0.24%0.25%Q4 2014Q1 20152
LMR Partners LLP 220.00%0.01%0.01%Q2 2023Q3 20232
Engrave Wealth Partners LLC 220.00%0.00%0.01%Q4 2019Q1 20202
Zions Bancorporation 110.00%0.00%0.00%Q1 2017Q3 20172
Brookstone Capital Management 220.00%0.00%0.01%Q2 2015Q3 20152
Intellectus Partners, LLC 220.07%0.08%0.08%Q2 2023Q3 20232
CIBC Private Wealth Group, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
Invictus RG Pte. Ltd. 110.05%0.09%0.13%Q4 2013Q3 20152
FNY Partners Fund LP 220.00%0.00%0.00%Q4 2016Q1 20172
Cloverdale Capital Management, LLC 116.46%6.93%7.39%Q4 2016Q2 20192
Motley Fool Asset Management LLC 220.00%0.01%0.02%Q4 2021Q1 20222
Mine & Arao Wealth Creation & Management, LLC. 220.00%0.00%0.00%Q2 2023Q3 20232
CLOUGH CAPITAL PARTNERS L P 220.90%1.38%1.86%Q2 2017Q3 20172
Wealthspire Advisors, L.P. 220.00%0.00%0.00%Q4 2018Q1 20192
REDMONT WEALTH ADVISORS LLC 220.74%0.76%0.78%Q2 2023Q3 20232
SCHARF INVESTMENTS, LLC 220.80%0.87%0.94%Q2 2023Q3 20232
Weaver C. Barksdale & Associates, Inc. 222.02%2.22%2.43%Q1 2014Q2 20142
CFO4Life, L.P. 220.38%0.41%0.44%Q1 2016Q2 20162
FNY Investment Advisers, LLC 220.11%0.16%0.21%Q2 2023Q3 20232
Blueshift Asset Management, LLC 220.02%0.04%0.06%Q3 2019Q4 20192
Westchester Capital Management, LLC 110.02%0.04%0.05%Q4 2013Q4 20132
Capital Planning Advisors, LLC 220.10%0.11%0.11%Q2 2017Q3 20172
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q2 2020Q3 20222
Cassia Capital Partners, LLC 220.22%0.23%0.24%Q4 2022Q1 20232
Lombard Odier Asset Management (Switzerland) SA 220.02%0.05%0.07%Q1 2021Q2 20212
Danda Trouve Investment Management, Inc. 220.04%0.07%0.10%Q3 2021Q4 20212
Vident Investment Advisory, LLC 220.06%0.06%0.06%Q1 2022Q2 20222
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 220.02%0.02%0.02%Q3 2021Q4 20212
Balentine LLC 220.00%0.00%0.00%Q1 2020Q2 20202
WASHINGTON TRUST Co 110.00%0.00%0.00%Q2 2018Q1 20202
Oak Thistle LLC 220.15%0.21%0.26%Q4 2021Q1 20222
OLD MISSION CAPITAL LLC 110.01%0.02%0.02%Q2 2020Q2 20212
Hexagon Capital Partners LLC 220.00%0.00%0.00%Q2 2023Q3 20232
HWG Holdings LP 111.07%1.07%1.07%Q2 2014Q2 20141
Jupiter Investment Management Ltd 110.00%0.00%0.00%Q3 2013Q3 20131
Tortoise Investment Management, LLC 110.00%0.00%0.00%Q2 2015Q2 20151
WEDGE CAPITAL MANAGEMENT L L P/NC 110.00%0.00%0.00%Q4 2013Q4 20131
NKCFO LLC 110.04%0.04%0.04%Q1 2023Q1 20231
Alyeska Investment Group, L.P. 110.05%0.05%0.05%Q1 2023Q1 20231
BI Asset Management Fondsmaeglerselskab A/S 110.04%0.04%0.04%Q2 2021Q2 20211
HIGHLAND CAPITAL MANAGEMENT LP 110.01%0.01%0.01%Q3 2015Q3 20151
Irish Life Investment Managers Ltd. 110.00%0.00%0.00%Q2 2013Q2 20131
Maryland Capital Management 110.02%0.02%0.02%Q1 2020Q1 20201
GRIFFIN ASSET MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2019Q2 20191
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 110.00%0.00%0.00%Q1 2020Q1 20201
Beaird Harris Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Parallax Volatility Advisers, L.P. 110.00%0.00%0.00%Q3 2013Q3 20131
DEERE & CO 110.02%0.02%0.02%Q2 2013Q2 20131
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
Cambridge Investment Research Advisors, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
LMR Master Fund Ltd 110.12%0.12%0.12%Q2 2013Q2 20131
Gradient Investments LLC 110.00%0.00%0.00%Q4 2021Q4 20211
NorthCoast Asset Management LLC 110.03%0.03%0.03%Q3 2021Q3 20211
AdvisorShares Investments LLC 110.28%0.28%0.28%Q2 2021Q2 20211
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
RPg Family Wealth Advisory, LLC 113.88%3.88%3.88%Q4 2015Q4 20151
Morton Brown Family Wealth, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Bellwether Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
BOULDER HILL CAPITAL MANAGEMENT LP 110.19%0.19%0.19%Q1 2022Q1 20221
Invictus RG 110.49%0.49%0.49%Q4 2015Q4 20151
BANQUE PICTET & CIE SA 110.00%0.00%0.00%Q3 2022Q3 20221
ISZO CAPITAL LP 116.40%6.40%6.40%Q4 2013Q4 20131
USA FINANCIAL FORMULAS 110.00%0.00%0.00%Q2 2021Q2 20211
VIRGINIA RETIREMENT SYSTEM 110.06%0.06%0.06%Q1 2016Q1 20161
Banque Cantonale Vaudoise 110.00%0.00%0.00%Q4 2019Q4 20191
Delpha Capital Management, LLC 110.04%0.04%0.04%Q4 2017Q4 20171
SEGALL BRYANT & HAMILL, LLC 110.05%0.05%0.05%Q1 2021Q1 20211
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
ProVise Management Group, LLC 110.08%0.08%0.08%Q2 2013Q2 20131
CAHILL FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20211
UNITED CAPITAL FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Teza Capital Management LLC 110.05%0.05%0.05%Q4 2022Q4 20221
BANK OF HAWAII 110.02%0.02%0.02%Q4 2013Q4 20131
Forum Financial Management, LP 110.01%0.01%0.01%Q1 2022Q1 20221
Fondren Management LP 110.82%0.82%0.82%Q1 2017Q1 20171
Vantage Financial Partners Ltd., Inc. 110.36%0.36%0.36%Q1 2017Q1 20171
Covington Capital Management 110.00%0.00%0.00%Q4 2017Q4 20171
Liberty Mutual Group Asset Management Inc. 110.01%0.01%0.01%Q1 2016Q1 20161
Private Advisor Group, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Park Place Capital Corp 110.00%0.00%0.00%Q4 2022Q4 20221
MUFG Securities EMEA plc 110.01%0.01%0.01%Q2 2020Q2 20201
COWEN INC. 110.02%0.02%0.02%Q1 2016Q1 20161
TOCQUEVILLE ASSET MANAGEMENT L.P. 110.00%0.00%0.00%Q4 2013Q4 20131
Clarus Wealth Advisors 110.01%0.01%0.01%Q2 2018Q2 20181
Visium Asset Management, LP 110.05%0.05%0.05%Q2 2016Q2 20161
L2 Asset Management, LLC 110.30%0.30%0.30%Q1 2022Q1 20221
Mosaic Family Wealth, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
PATHSTONE FAMILY OFFICE, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Mariner, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
ENTERPRISE FINANCIAL SERVICES CORP 110.00%0.00%0.00%Q1 2020Q1 20201
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q4 2014Q4 20141
KINGS POINT CAPITAL MANAGEMENT 110.00%0.00%0.00%Q1 2020Q1 20201
Janney Montgomery Scott LLC 110.00%0.00%0.00%Q4 2022Q4 20221
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
WealthStone, Inc. 110.08%0.08%0.08%Q1 2021Q1 20211
Ground Swell Capital, LLC 110.05%0.05%0.05%Q3 2014Q3 20141
Royal Fund Management, LLC 110.02%0.02%0.02%Q4 2016Q4 20161
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
Snowden Capital Advisors LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Summit Trail Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Noked Capital LTD 110.43%0.43%0.43%Q1 2019Q1 20191
Varma Mutual Pension Insurance Co 110.09%0.09%0.09%Q1 2021Q1 20211
Amalgamated Financial Corp. 110.01%0.01%0.01%Q1 2022Q1 20221
PACES FERRY WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Decatur Capital Management, Inc. 110.15%0.15%0.15%Q4 2016Q4 20161
Sterling Investment Advisors, Ltd. 110.04%0.04%0.04%Q1 2017Q1 20171
Y-Intercept (Hong Kong) Ltd 110.10%0.10%0.10%Q4 2021Q4 20211
BESSEMER GROUP INC 110.00%0.00%0.00%Q3 2015Q3 20151
WILMINGTON TRUST CO 110.01%0.01%0.01%Q2 2014Q2 20141
DRW Securities, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
CENTAURUS FINANCIAL, INC. 110.11%0.11%0.11%Q4 2019Q4 20191
Lodge Hill Capital, LLC 113.01%3.01%3.01%Q4 2019Q4 20191
Sandy Spring Bank 110.00%0.00%0.00%Q3 2020Q3 20201
Leucadia National 110.00%0.00%0.00%Q1 2023Q1 20231
Simplicity Solutions, LLC 110.11%0.11%0.11%Q4 2015Q4 20151
DELTA LLOYD NV 110.02%0.02%0.02%Q4 2015Q4 20151
Barnett & Company, Inc. 110.59%0.59%0.59%Q3 2023Q3 20231
Worth Venture Partners, LLC 110.09%0.09%0.09%Q2 2021Q2 20211
Cordant, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Destination Wealth Management 110.00%0.00%0.00%Q1 2019Q1 20191
CAPITAL GUARDIAN TRUST CO 110.00%0.00%0.00%Q3 2018Q3 20181
Graham Capital Management, L.P. 110.02%0.02%0.02%Q1 2023Q1 20231
DC Investments Management, LLC 110.16%0.16%0.16%Q4 2019Q4 20191
Valued Wealth Advisors LLC 110.00%0.00%0.00%Q4 2023Q4 20231
MAGNOLIA GROUP, LLC 111.18%1.18%1.18%Q3 2022Q3 20221
CAPITAL GROWTH MANAGEMENT LP 110.74%0.74%0.74%Q3 2021Q3 20211
Lodestone Wealth Management LLC 110.16%0.16%0.16%Q3 2023Q3 20231
ProShare Advisors LLC 110.02%0.02%0.02%Q2 2013Q2 20131
CNB Bank 110.00%0.00%0.00%Q2 2019Q2 20191
First Capital Advisors Group, LLC. 110.11%0.11%0.11%Q1 2018Q1 20181
Sterling Capital Management LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Venturi Wealth Management, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Capital Bank & Trust Co 110.00%0.00%0.00%Q3 2018Q3 20181
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 110.00%0.00%0.00%Q3 2023Q3 20231
Noked Israel Ltd 110.43%0.43%0.43%Q1 2019Q1 20191
Beacon Pointe Advisors, LLC 110.05%0.05%0.05%Q1 2020Q1 20201
CAPSTONE INVESTMENT ADVISORS, LLC 110.02%0.02%0.02%Q3 2017Q3 20171
Wilmington Trust, National Association 110.02%0.02%0.02%Q2 2014Q2 20141
Waldron Private Wealth LLC 110.06%0.06%0.06%Q1 2017Q1 20171
Next Level Private LLC 110.23%0.23%0.23%Q2 2022Q2 20221
EAM Investors, LLC 110.20%0.20%0.20%Q2 2013Q2 20131
Long Pond Capital 110.63%0.63%0.63%Q4 2022Q4 20221
Fore Capital, LLC 110.16%0.16%0.16%Q1 2023Q1 20231
APOGEM CAPITAL LLC 110.41%0.41%0.41%Q4 2020Q4 20201
ASSOCIATED BANC-CORP 110.00%0.00%0.00%Q1 2020Q1 20201
BENJAMIN F. EDWARDS & COMPANY, INC. 110.00%0.00%0.00%Q4 2013Q4 20131
TFS CAPITAL LLC 110.01%0.01%0.01%Q4 2013Q4 20131
PWMCO, LLC 110.96%0.96%0.96%Q2 2018Q2 20181
AHL Partners LLP 110.02%0.02%0.02%Q4 2015Q4 20151
Laurion Capital Management LP 110.01%0.01%0.01%Q2 2020Q2 20201
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.16%0.16%0.16%Q4 2019Q4 20191
V3 Capital Management, L.P. 114.54%4.54%4.54%Q2 2013Q2 20131
MOODY NATIONAL BANK TRUST DIVISION 110.02%0.02%0.02%Q2 2014Q2 20141
OneAscent Financial Services LLC 110.14%0.14%0.14%Q2 2019Q2 20191
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Karp Capital Management Corp 110.00%0.00%0.00%Q1 2017Q1 20171
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q1 20221
Claro Advisors LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Riverwater Partners LLC 110.95%0.95%0.95%Q4 2021Q4 20211
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.06%0.06%0.06%Q1 2017Q1 20171
Bank of Marin 110.44%0.44%0.44%Q4 2019Q4 20191
Bank Julius Baer & Co. Ltd, Zurich 110.00%0.00%0.00%Q1 2020Q1 20201
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
HABER TRILIX ADVISORS, LP 110.02%0.02%0.02%Q2 2013Q2 20131
Harbour Capital Advisors, LLC 110.23%0.23%0.23%Q2 2014Q2 20141
EXCHANGE TRADED CONCEPTS, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
SCOPIA CAPITAL MANAGEMENT LP 112.04%2.04%2.04%Q1 2021Q1 20211
CTF Capital Management, LP 110.31%0.31%0.31%Q1 2023Q1 20231
Strategic Wealth Partners, Ltd. 110.00%0.00%0.00%Q1 2019Q1 20191
AIA Group Ltd 110.01%0.01%0.01%Q2 2022Q2 20221
M&G INVESTMENT MANAGEMENT LTD 110.00%0.00%0.00%Q4 2021Q4 20211
Allred Capital Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Railway Pension Investments Ltd 110.02%0.02%0.02%Q1 2021Q1 20211
Segantii Capital Management Ltd 110.14%0.14%0.14%Q3 2015Q3 20151
Empowered Funds, LLC 110.55%0.55%0.55%Q4 2021Q4 20211
TOTH FINANCIAL ADVISORY CORP 110.00%0.00%0.00%Q3 2023Q3 20231
TLP GROUP LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Capitolis Advisors LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Princeton Alpha Management LP 110.10%0.10%0.10%Q1 2016Q1 20161
Headlands Technologies LLC 110.01%0.01%0.01%Q2 2023Q2 20231
SHERBROOKE PARK ADVISERS LLC 110.98%0.98%0.98%Q4 2022Q4 20221
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Belpointe Asset Management LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Sciencast Management LP 110.12%0.12%0.12%Q2 2017Q2 20171
AQR Arbitrage LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Kingstown Capital 114.34%4.34%4.34%Q3 2017Q3 20171
ELEMENT CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q1 2018Q1 20181
Cheyne Capital Management (UK) LLP 110.22%0.22%0.22%Q2 2015Q2 20151
RAMSEY QUANTITATIVE SYSTEMS 110.33%0.33%0.33%Q2 2017Q2 20171
Meiji Yasuda Life Insurance Co 110.01%0.01%0.01%Q4 2021Q4 20211
ROWLAND CARMICHAEL ADVISORS INC /ADV 110.27%0.27%0.27%Q4 2019Q4 20191
External links

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