AXOS FINANCIAL INC shareholder history

Current and past AXOS FINANCIAL INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 21210.00%0.00%0.01%Q3 2018Q3 202362
Citadel Advisors 21210.00%0.00%0.00%Q3 2018Q3 202356
CITIGROUP INC 21210.00%0.00%0.00%Q3 2018Q3 202341
BARCLAYS PLC 21210.00%0.00%0.02%Q3 2018Q3 202334
Cutler Group LLC / CA 720.00%0.00%0.02%Q3 2018Q3 202331
Sutton Wealth Advisors Inc. 28280.01%0.02%0.03%Q1 2016Q4 202228
Walleye Trading LLC 410.00%0.00%0.01%Q3 2018Q3 202327
D. E. Shaw & Co., Inc. 21210.00%0.01%0.02%Q3 2018Q3 202327
GOLDMAN SACHS GROUP INC 21210.00%0.00%0.00%Q3 2018Q3 202324
WOLVERINE TRADING, LLC 710.00%0.00%0.01%Q3 2018Q3 202324
PEAK6 Investments LLC 810.00%0.00%0.03%Q3 2018Q3 202324
Oakworth Capital, Inc. 21210.00%0.02%0.04%Q3 2018Q3 202321
FORMULA GROWTH LTD 21210.17%0.44%1.17%Q3 2018Q3 202321
Swiss National Bank 21210.00%0.00%0.00%Q3 2018Q3 202321
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 21210.00%0.00%0.01%Q3 2018Q3 202321
D.A. DAVIDSON & CO. 21210.00%0.01%0.04%Q3 2018Q3 202321
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 21210.00%0.00%0.00%Q3 2018Q3 202321
Arizona State Retirement System 21210.00%0.01%0.03%Q3 2018Q3 202321
MILLENNIUM MANAGEMENT LLC 10100.00%0.00%0.01%Q3 2018Q3 202321
MetLife Investment Management, LLC 21210.01%0.01%0.01%Q3 2018Q3 202321
AMERICAN INTERNATIONAL GROUP, INC. 21210.00%0.01%0.01%Q3 2018Q3 202321
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 21210.00%0.00%0.01%Q3 2018Q3 202321
Zurcher Kantonalbank (Zurich Cantonalbank) 21210.00%0.00%0.00%Q3 2018Q3 202321
MORGAN STANLEY 21210.00%0.00%0.00%Q3 2018Q3 202321
DEUTSCHE BANK AG\ 21210.00%0.00%0.01%Q3 2018Q3 202321
VANGUARD GROUP INC 21210.00%0.01%0.01%Q3 2018Q3 202321
Invesco Ltd. 21210.00%0.01%0.01%Q3 2018Q3 202321
PRICE T ROWE ASSOCIATES INC /MD/ 21210.00%0.00%0.00%Q3 2018Q3 202321
WELLS FARGO & COMPANY/MN 21210.00%0.00%0.00%Q3 2018Q3 202321
FIRST TRUST ADVISORS LP 21210.00%0.00%0.01%Q3 2018Q3 202321
STATE OF WISCONSIN INVESTMENT BOARD 21210.00%0.02%0.04%Q3 2018Q3 202321
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 21210.00%0.00%0.00%Q3 2018Q3 202321
TEXAS PERMANENT SCHOOL FUND CORP 21210.01%0.02%0.03%Q3 2018Q3 202321
BlackRock Inc. 21210.01%0.01%0.01%Q3 2018Q3 202321
Legal & General Group Plc 21210.00%0.00%0.00%Q3 2018Q3 202321
LPL Financial LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
STIFEL FINANCIAL CORP 21210.00%0.00%0.00%Q3 2018Q3 202321
ROYCE & ASSOCIATES LP 21210.06%0.10%0.16%Q3 2018Q3 202321
US BANCORP \DE\ 21210.00%0.00%0.00%Q3 2018Q3 202321
AMERIPRISE FINANCIAL INC 21210.02%0.02%0.03%Q3 2018Q3 202321
NORTHERN TRUST CORP 21210.01%0.01%0.01%Q3 2018Q3 202321
RAYMOND JAMES & ASSOCIATES 21210.00%0.00%0.01%Q3 2018Q3 202321
Parkside Financial Bank & Trust 21210.00%0.00%0.01%Q3 2018Q3 202321
VOYA INVESTMENT MANAGEMENT LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
PRINCIPAL FINANCIAL GROUP INC 21210.01%0.01%0.02%Q3 2018Q3 202321
State of Tennessee, Treasury Department 21210.00%0.00%0.01%Q3 2018Q3 202321
PRUDENTIAL FINANCIAL INC 21210.00%0.01%0.01%Q3 2018Q3 202321
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 21210.01%0.02%0.02%Q3 2018Q3 202321
SIGNATUREFD, LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
Ridgewood Investments LLC 21210.45%1.04%1.90%Q3 2018Q3 202321
VICTORY CAPITAL MANAGEMENT INC 21210.00%0.00%0.01%Q3 2018Q3 202321
PNC FINANCIAL SERVICES GROUP, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
ROYAL BANK OF CANADA 21210.00%0.00%0.00%Q3 2018Q3 202321
THRIVENT FINANCIAL FOR LUTHERANS 21210.00%0.01%0.02%Q3 2018Q3 202321
METROPOLITAN LIFE INSURANCE CO/NY 21210.01%0.01%0.01%Q3 2018Q3 202321
GREAT WEST LIFE ASSURANCE CO /CAN/ 21210.00%0.00%0.01%Q3 2018Q3 202321
RICE HALL JAMES & ASSOCIATES, LLC 21211.05%1.35%1.77%Q3 2018Q3 202321
BANK OF AMERICA CORP /DE/ 21210.00%0.00%0.00%Q3 2018Q3 202321
STATE STREET CORP 21210.00%0.00%0.01%Q3 2018Q3 202321
WELLINGTON MANAGEMENT GROUP LLP 21210.00%0.00%0.00%Q3 2018Q3 202321
Bank of New York Mellon Corp 21210.00%0.01%0.01%Q3 2018Q3 202321
Gratus Capital, LLC 21210.13%0.30%0.53%Q3 2018Q3 202321
Ameritas Investment Partners, Inc. 21210.01%0.01%0.01%Q3 2018Q3 202321
Raymond James Financial Services Advisors, Inc. 21210.00%0.00%0.01%Q3 2018Q3 202321
SEI INVESTMENTS CO 21210.00%0.00%0.01%Q3 2018Q3 202321
QUADRANT CAPITAL GROUP LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
GEODE CAPITAL MANAGEMENT, LLC 21210.00%0.01%0.01%Q3 2018Q3 202321
UBS Group AG 21210.00%0.00%0.00%Q3 2018Q3 202321
MANUFACTURERS LIFE INSURANCE COMPANY, THE 21210.00%0.00%0.00%Q3 2018Q3 202321
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 21210.00%0.00%0.00%Q3 2018Q3 202321
NEW YORK STATE COMMON RETIREMENT FUND 21210.00%0.00%0.00%Q3 2018Q3 202321
PUBLIC SECTOR PENSION INVESTMENT BOARD 21210.01%0.02%0.03%Q3 2018Q3 202321
KENNEDY CAPITAL MANAGEMENT LLC 21210.07%0.12%0.19%Q3 2018Q3 202321
State of Alaska, Department of Revenue 21210.01%0.02%0.02%Q3 2018Q3 202321
WASATCH ADVISORS LP 21210.15%0.28%0.42%Q3 2018Q3 202321
SCOUT INVESTMENTS, INC. 21210.08%0.12%0.17%Q3 2018Q3 202321
SHAKER INVESTMENTS LLC/OH 21217.65%11.14%15.20%Q3 2018Q3 202321
FMR LLC 21210.00%0.00%0.01%Q3 2018Q3 202321
Stieven Capital Advisors, L.P. 21211.18%1.67%3.63%Q3 2018Q3 202321
Alpha Cubed Investments, LLC 21210.02%0.03%0.04%Q3 2018Q3 202321
Jaffetilchin Investment Partners, LLC 21210.03%0.06%0.12%Q3 2018Q3 202321
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 21210.00%0.01%0.01%Q3 2018Q3 202321
FRED ALGER MANAGEMENT, LLC 21210.02%0.08%0.23%Q3 2018Q3 202321
Louisiana State Employees Retirement System 21210.02%0.03%0.04%Q3 2018Q3 202321
DIMENSIONAL FUND ADVISORS LP 21210.02%0.03%0.04%Q3 2018Q3 202321
ALLIANCEBERNSTEIN L.P. 21210.00%0.00%0.00%Q3 2018Q3 202321
JPMORGAN CHASE & CO 21210.00%0.00%0.01%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
BNP PARIBAS FINANCIAL MARKETS 21210.00%0.00%0.01%Q3 2018Q3 202321
NJ State Employees Deferred Compensation Plan 21210.09%0.12%0.15%Q3 2018Q3 202321
NISA INVESTMENT ADVISORS, LLC 1550.00%0.00%0.01%Q3 2018Q3 202320
EARNEST PARTNERS LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 1550.00%0.00%0.00%Q3 2018Q3 202320
Russell Investments Group, Ltd. 20200.00%0.00%0.01%Q4 2018Q3 202320
JANE STREET GROUP, LLC 810.00%0.00%0.00%Q3 2018Q3 202320
Epoch Investment Partners, Inc. 20200.17%0.23%0.32%Q3 2018Q2 202320
RHUMBLINE ADVISERS 20200.01%0.01%0.01%Q4 2018Q3 202320
Parallel Advisors, LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
S&T BANK/PA 20201.10%1.58%2.37%Q4 2018Q3 202320
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1910.00%0.00%0.00%Q3 2018Q3 202320
BANK OF MONTREAL /CAN/ 1820.00%0.00%0.01%Q3 2018Q3 202320
COMMONWEALTH EQUITY SERVICES, LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
CWM, LLC 1280.00%0.00%0.01%Q3 2018Q3 202320
CREDIT SUISSE AG/ 1460.00%0.00%0.00%Q3 2018Q3 202320
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 1550.00%0.01%0.01%Q3 2018Q3 202320
Tower Research Capital LLC (TRC) 1820.00%0.01%0.02%Q3 2018Q3 202320
UBS ASSET MANAGEMENT AMERICAS INC 20200.00%0.00%0.00%Q4 2018Q3 202320
PINNACLE ASSOCIATES LTD 1460.01%0.01%0.01%Q3 2018Q3 202320
J.P. Morgan Private Wealth Advisors LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 20200.01%0.01%0.01%Q4 2018Q3 202320
ENVESTNET ASSET MANAGEMENT INC 20200.00%0.00%0.00%Q4 2018Q3 202320
MARK SHEPTOFF FINANCIAL PLANNING, LLC 19190.01%0.02%0.03%Q3 2018Q1 202319
Steward Partners Investment Advisory, LLC 1810.00%0.00%0.00%Q3 2018Q3 202319
TCI Wealth Advisors, Inc. 19190.00%0.00%0.00%Q3 2018Q1 202319
IFP Advisors, Inc 1720.00%0.00%0.00%Q3 2018Q3 202319
HANCOCK WHITNEY CORP 19190.01%0.01%0.02%Q3 2018Q1 202319
Bragg Financial Advisors, Inc 19190.08%0.39%0.72%Q1 2019Q3 202319
Gradient Investments LLC 19190.00%0.00%0.00%Q1 2019Q3 202319
ESSEX INVESTMENT MANAGEMENT CO LLC 19190.00%0.39%0.91%Q3 2018Q1 202319
COMERICA BANK 1810.01%0.01%0.02%Q3 2018Q3 202319
Pembroke Management, LTD 19191.47%1.96%2.76%Q1 2019Q3 202319
CONNORS INVESTOR SERVICES INC 18180.21%0.50%0.73%Q2 2019Q3 202318
PDT Partners, LLC 1220.07%0.12%0.25%Q3 2018Q3 202318
BASSWOOD CAPITAL MANAGEMENT, L.L.C. 1260.34%1.08%2.40%Q4 2018Q3 202318
Squarepoint Ops LLC 1210.00%0.01%0.02%Q3 2018Q3 202318
NORGES BANK 18180.00%0.01%0.01%Q3 2018Q4 202218
Nuveen Asset Management, LLC 18180.00%0.01%0.01%Q2 2019Q3 202318
AMALGAMATED BANK 1260.01%0.01%0.01%Q4 2018Q3 202318
Lindbrook Capital, LLC 1520.00%0.00%0.01%Q4 2018Q3 202317
Brandywine Global Investment Management, LLC 920.00%0.03%0.06%Q3 2018Q3 202317
Robeco Institutional Asset Management B.V. 17170.02%0.08%0.16%Q3 2018Q3 202217
Van Hulzen Asset Management, LLC 1250.04%0.08%0.12%Q4 2018Q3 202317
ProShare Advisors LLC 1210.00%0.00%0.00%Q3 2018Q3 202317
JANUS HENDERSON GROUP PLC 1160.00%0.00%0.01%Q3 2018Q3 202317
Foundry Partners, LLC 17170.01%0.26%0.52%Q3 2019Q3 202317
Clearstead Advisors, LLC 16160.01%0.02%0.03%Q4 2019Q3 202316
Ensign Peak Advisors, Inc 16160.00%0.00%0.01%Q4 2019Q3 202316
DAVIS CAPITAL PARTNERS, LLC 16160.41%1.09%1.98%Q3 2018Q2 202216
First Horizon Advisors, Inc. 1010.00%0.00%0.00%Q3 2018Q3 202316
Cubist Systematic Strategies, LLC 810.00%0.03%0.06%Q4 2018Q3 202316
Parallax Volatility Advisers, L.P. 420.00%0.01%0.04%Q3 2018Q2 202316
AMERICAN CENTURY COMPANIES INC 16160.00%0.01%0.04%Q4 2019Q3 202316
CIM INVESTMENT MANAGEMENT INC 830.07%0.10%0.14%Q2 2019Q3 202315
PrairieView Partners, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
Mission Creek Capital Partners, Inc. 1410.06%0.09%0.13%Q4 2019Q3 202315
Financial Gravity Asset Management, Inc. 910.00%0.10%0.27%Q3 2018Q3 202315
GENEVA CAPITAL MANAGEMENT LLC 15150.41%0.65%0.85%Q1 2020Q3 202315
CAPTRUST FINANCIAL ADVISORS 830.00%0.00%0.00%Q1 2019Q3 202315
BANK HAPOALIM BM 15150.01%0.15%0.40%Q3 2018Q1 202215
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
Creative Planning 960.00%0.00%0.01%Q3 2018Q2 202315
EVERENCE CAPITAL MANAGEMENT INC 1310.02%0.03%0.04%Q1 2019Q3 202315
Barnett & Company, Inc. 14140.18%0.25%0.34%Q3 2018Q4 202114
Quantinno Capital Management LP 14140.01%0.24%0.82%Q2 2020Q3 202314
BerganKDV Wealth Management, LLC 14140.00%0.07%0.09%Q1 2020Q2 202314
Baird Financial Group, Inc. 14140.01%0.02%0.05%Q3 2018Q4 202114
OPPENHEIMER ASSET MANAGEMENT INC. 860.00%0.01%0.01%Q4 2018Q4 202214
BALYASNY ASSET MANAGEMENT L.P. 410.00%0.00%0.02%Q3 2018Q3 202314
PARAMETRIC PORTFOLIO ASSOCIATES LLC 14140.00%0.00%0.01%Q4 2018Q1 202214
TWO SIGMA ADVISERS, LP 860.00%0.00%0.01%Q3 2018Q3 202314
PRIVATE ASSET MANAGEMENT INC 950.03%0.05%0.16%Q3 2018Q1 202214
TRUIST FINANCIAL CORP 13130.00%0.00%0.00%Q3 2020Q3 202313
Handelsbanken Fonder AB 13130.00%0.00%0.00%Q3 2020Q3 202313
SG Americas Securities, LLC 710.00%0.00%0.02%Q3 2018Q3 202313
THOMPSON SIEGEL & WALMSLEY LLC 13130.00%0.01%0.04%Q3 2018Q3 202113
Truvestments Capital LLC 510.00%0.01%0.01%Q3 2018Q3 202212
EMERALD MUTUAL FUND ADVISERS TRUST 1020.09%0.20%0.61%Q4 2019Q3 202312
Caption Management, LLC 510.00%0.10%0.30%Q4 2020Q3 202312
Orchard Capital Management, LLC 12123.95%5.34%7.32%Q4 2020Q3 202312
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 12120.00%0.00%0.01%Q3 2018Q2 202112
TEACHER RETIREMENT SYSTEM OF TEXAS 1110.00%0.00%0.01%Q3 2018Q3 202312
Man Group plc 610.00%0.01%0.03%Q4 2018Q4 202212
MACQUARIE GROUP LTD 1020.00%0.00%0.00%Q3 2018Q3 202212
GROUP ONE TRADING, L.P. 610.00%0.00%0.01%Q3 2018Q3 202311
B. Riley Wealth Advisors, Inc. 11110.04%0.06%0.08%Q1 2021Q3 202311
State of New Jersey Common Pension Fund D 710.01%0.01%0.01%Q3 2019Q1 202311
LOOMIS SAYLES & CO L P 11110.02%0.04%0.04%Q1 2021Q3 202311
PRUDENTIAL PLC 11110.04%0.06%0.10%Q3 2018Q1 202111
Walleye Capital LLC 410.00%0.00%0.02%Q2 2019Q3 202311
FIFTH THIRD BANCORP 11110.00%0.00%0.00%Q1 2021Q3 202311
Tarbox Family Office, Inc. 830.00%0.00%0.00%Q2 2019Q1 202211
Clearview Wealth Advisors LLC 11110.00%0.00%0.00%Q4 2020Q2 202311
JACOBS LEVY EQUITY MANAGEMENT, INC 10100.01%0.03%0.07%Q1 2020Q2 202210
Engineers Gate Manager LP 510.01%0.04%0.09%Q2 2019Q2 202310
Freedom Investment Management, Inc. 10100.03%0.04%0.04%Q1 2021Q2 202310
MASON STREET ADVISORS, LLC 10100.01%0.01%0.01%Q3 2018Q4 202010
CARILLON TOWER ADVISERS, INC. 10100.02%0.02%0.03%Q3 2018Q4 202010
Patriot Financial Group Insurance Agency, LLC 10100.00%0.00%0.00%Q1 2020Q2 202210
FIL Ltd 10100.01%0.01%0.01%Q1 2021Q2 202310
Endurance Wealth Management, Inc. 10100.00%0.00%0.00%Q3 2018Q4 202010
Redwood Investments, LLC 10100.77%1.75%1.95%Q2 2021Q3 202310
State of Wyoming 10100.01%0.02%0.06%Q2 2021Q3 202310
CI INVESTMENTS INC. 10100.02%0.03%0.05%Q2 2021Q3 202310
BRIDGEWAY CAPITAL MANAGEMENT, LLC 910.04%0.17%0.24%Q3 2018Q1 202210
First Eagle Investment Management, LLC 10100.00%0.01%0.01%Q2 2021Q3 202310
Private Capital Group, LLC 10100.00%0.00%0.00%Q3 2018Q4 202010
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 710.00%0.01%0.03%Q2 2019Q3 202310
ALGERT GLOBAL LLC 710.03%0.12%0.23%Q2 2019Q3 202310
Aperio Group, LLC 10100.00%0.00%0.00%Q3 2018Q4 202010
TCW GROUP INC 730.01%0.07%0.14%Q1 2020Q3 202310
LAZARD ASSET MANAGEMENT LLC 610.00%0.00%0.01%Q2 2020Q3 20239
LS Investment Advisors, LLC 810.00%0.00%0.01%Q3 2018Q1 20219
GSA CAPITAL PARTNERS LLP 410.03%0.05%0.09%Q3 2019Q3 20239
AdvisorNet Financial, Inc 810.00%0.00%0.00%Q3 2018Q4 20229
PROFUND ADVISORS LLC 610.01%0.01%0.01%Q3 2018Q2 20239
LOS ANGELES CAPITAL MANAGEMENT LLC 630.00%0.00%0.01%Q1 2019Q1 20239
SRS Capital Advisors, Inc. 990.00%0.00%0.00%Q3 2021Q3 20239
KBC Group NV 630.00%0.00%0.00%Q4 2020Q3 20239
AlphaCrest Capital Management LLC 510.02%0.05%0.10%Q1 2019Q3 20229
HRT FINANCIAL LP 310.00%0.01%0.03%Q3 2019Q3 20239
MEEDER ASSET MANAGEMENT INC 630.00%0.00%0.00%Q2 2020Q3 20229
AQR Capital Management 610.00%0.00%0.01%Q3 2018Q3 20239
Pacific Ridge Capital Partners, LLC 990.10%0.14%0.19%Q3 2019Q3 20219
VOLORIDGE INVESTMENT MANAGEMENT, LLC 510.00%0.01%0.03%Q2 2019Q3 20239
Orion Capital Management LLC 990.26%0.35%0.40%Q4 2020Q4 20229
Versant Capital Management, Inc 990.00%0.01%0.01%Q1 2019Q1 20219
TWO SIGMA INVESTMENTS, LP 610.00%0.01%0.01%Q3 2018Q3 20239
Quantbot Technologies LP 410.00%0.01%0.04%Q4 2018Q4 20229
Global Retirement Partners, LLC 720.00%0.00%0.00%Q4 2020Q3 20239
FIRST FOUNDATION ADVISORS 990.03%0.06%0.09%Q3 2018Q3 20209
TORONTO DOMINION BANK 540.00%0.00%0.00%Q4 2018Q3 20219
Maryland State Retirement & Pension System 990.02%0.03%0.06%Q3 2021Q3 20239
NATIXIS ADVISORS, L.P. 880.00%0.00%0.00%Q4 2021Q3 20238
Covestor Ltd 880.00%0.01%0.04%Q4 2021Q3 20238
Sageworth Trust Co 880.00%0.00%0.02%Q2 2021Q1 20238
Avenir Corp 880.08%0.10%0.12%Q3 2018Q2 20208
Mutual Advisors, LLC 880.01%0.02%0.02%Q1 2021Q4 20228
B. Metzler seel. Sohn & Co. AG 880.01%0.02%0.04%Q4 2021Q3 20238
Point72 Hong Kong Ltd 410.00%0.01%0.04%Q4 2018Q3 20228
HOWE & RUSLING INC 880.00%0.00%0.01%Q4 2018Q3 20208
GUGGENHEIM CAPITAL LLC 710.00%0.00%0.01%Q3 2018Q2 20228
Crossmark Global Holdings, Inc. 610.01%0.01%0.02%Q3 2018Q2 20238
SIMPLEX TRADING, LLC 210.00%0.00%0.00%Q1 2019Q2 20238
ICON ADVISERS INC/CO 880.09%0.19%0.28%Q3 2018Q2 20208
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
SHELTON CAPITAL MANAGEMENT 880.03%0.09%0.21%Q3 2018Q2 20208
JFS WEALTH ADVISORS, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
JENNISON ASSOCIATES LLC 710.00%0.00%0.00%Q4 2018Q3 20218
YOUSIF CAPITAL MANAGEMENT, LLC 880.01%0.02%0.03%Q4 2021Q3 20238
Gator Capital Management, LLC 882.26%3.02%3.93%Q4 2021Q3 20238
GLENMEDE TRUST CO NA 880.00%0.00%0.00%Q4 2018Q3 20208
NOMURA ASSET MANAGEMENT CO LTD 320.00%0.01%0.03%Q4 2020Q3 20238
IndexIQ Advisors LLC 880.01%0.01%0.02%Q1 2020Q4 20218
Prudent Man Advisors, LLC 710.09%0.12%0.18%Q3 2020Q4 20228
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
MEITAV INVESTMENT HOUSE LTD 880.01%0.03%0.06%Q4 2018Q3 20208
Paloma Partners Management Co 210.00%0.01%0.02%Q4 2018Q1 20227
MASSMUTUAL TRUST CO FSB/ADV 310.00%0.00%0.00%Q2 2021Q4 20237
American Portfolios Advisors 770.01%0.02%0.03%Q2 2019Q4 20207
Trexquant Investment LP 410.01%0.02%0.04%Q3 2019Q1 20237
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 410.01%0.02%0.05%Q4 2020Q4 20227
LORD, ABBETT & CO. LLC 520.02%0.03%0.04%Q1 2021Q3 20237
Rock Creek Group, LP 770.18%0.64%1.04%Q2 2019Q4 20207
TD Waterhouse Canada Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
FEDERATED HERMES, INC. 610.00%0.00%0.01%Q1 2020Q3 20237
Holocene Advisors, LP 520.00%0.01%0.01%Q4 2018Q3 20227
APG Asset Management N.V. 430.00%0.02%0.04%Q3 2018Q2 20217
Blueshift Asset Management, LLC 410.02%0.06%0.11%Q1 2019Q3 20217
ALPS ADVISORS INC 320.00%0.00%0.00%Q1 2019Q3 20237
STRS OHIO 510.00%0.00%0.00%Q3 2018Q3 20237
Fieldpoint Private Securities, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
Advantage Alpha Capital Partners LP 770.06%0.17%0.25%Q4 2020Q2 20227
Rockefeller Capital Management L.P. 430.00%0.00%0.00%Q1 2020Q4 20227
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 660.90%0.95%1.01%Q3 2018Q4 20196
Sargent Bickham Lagudis LLC 660.00%0.00%0.01%Q1 2019Q2 20206
Schubert & Co 660.00%0.00%0.00%Q4 2021Q1 20236
PINNACLE FINANCIAL PARTNERS INC 510.00%0.00%0.00%Q1 2019Q4 20206
Ranch Capital Advisors Inc. 420.00%0.01%0.01%Q4 2019Q3 20216
Voss Capital, LLC 550.01%1.24%2.56%Q4 2019Q4 20206
Avior Wealth Management, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
QS Investors, LLC 660.02%0.05%0.06%Q4 2018Q1 20206
NEXT Financial Group, Inc 660.01%0.01%0.03%Q3 2018Q4 20196
Cetera Advisors LLC 660.00%0.01%0.01%Q4 2020Q1 20226
Advisor Group, Inc. 660.00%0.00%0.01%Q3 2018Q4 20196
BARROW HANLEY MEWHINNEY & STRAUSS LLC 660.00%0.00%0.00%Q3 2019Q4 20206
WINDWARD CAPITAL MANAGEMENT CO /CA 660.02%0.03%0.04%Q3 2018Q4 20196
SJS Investment Consulting Inc. 510.00%0.00%0.00%Q1 2022Q3 20236
HUNTINGTON NATIONAL BANK 660.00%0.00%0.00%Q2 2022Q3 20236
Disciplined Investments, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
PineBridge Investments, L.P. 660.01%0.02%0.02%Q3 2018Q4 20196
MARSHALL WACE, LLP 310.00%0.01%0.01%Q4 2018Q2 20226
Smithfield Trust Co 660.00%0.00%0.00%Q3 2018Q4 20196
Municipal Employees' Retirement System of Michigan 660.01%0.02%0.03%Q4 2018Q1 20206
Y-Intercept (Hong Kong) Ltd 510.03%0.05%0.09%Q1 2022Q3 20236
TUDOR INVESTMENT CORP ET AL 210.00%0.02%0.04%Q2 2019Q2 20236
Xact Kapitalforvaltning AB 660.01%0.01%0.01%Q3 2018Q4 20196
JARISLOWSKY, FRASER Ltd 660.14%0.19%0.22%Q2 2022Q3 20236
BOURGEON CAPITAL MANAGEMENT LLC 660.04%0.04%0.05%Q2 2022Q3 20236
LADENBURG THALMANN FINANCIAL SERVICES INC. 660.00%0.00%0.00%Q3 2018Q4 20196
Assenagon Asset Management S.A. 660.00%0.01%0.03%Q2 2022Q3 20236
EXCHANGE TRADED CONCEPTS, LLC 660.02%0.02%0.03%Q3 2020Q4 20216
BURNEY CO/ 660.19%0.25%0.34%Q3 2018Q4 20196
Mirae Asset Global Investments Co., Ltd. 660.00%0.00%0.00%Q2 2022Q3 20236
CORNERCAP INVESTMENT COUNSEL INC 660.10%0.15%0.19%Q2 2022Q3 20236
MBM Wealth Consultants, LLC 660.01%0.02%0.02%Q1 2019Q2 20206
HSBC HOLDINGS PLC 410.00%0.00%0.00%Q4 2020Q4 20226
Matarin Capital Management, LLC 660.18%0.21%0.22%Q3 2018Q4 20196
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 660.00%0.00%0.00%Q2 2020Q3 20216
Inspire Investing, LLC 510.01%0.07%0.09%Q1 2019Q4 20206
Renaissance Technologies 310.00%0.00%0.01%Q4 2018Q4 20226
Teza Capital Management LLC 410.03%0.04%0.06%Q3 2019Q3 20235
Elkfork Partners LLC 550.01%0.01%0.01%Q3 2018Q3 20195
Qube Research & Technologies Ltd 310.00%0.01%0.02%Q4 2021Q3 20235
Davis Asset Management, L.P. 551.74%2.68%3.37%Q3 2022Q3 20235
Grandeur Peak Global Advisors, LLC 550.08%0.12%0.17%Q3 2018Q3 20195
Dynamic Technology Lab Private Ltd 110.04%0.09%0.13%Q4 2018Q3 20225
Glen Harbor Capital Management LLC 550.01%0.01%0.01%Q3 2018Q3 20195
DENALI ADVISORS LLC 320.32%1.06%1.61%Q3 2020Q1 20225
Virtue Capital Management, LLC 550.25%0.30%0.36%Q4 2020Q4 20215
FARMERS & MERCHANTS INVESTMENTS INC 550.00%0.00%0.00%Q3 2022Q3 20235
FIRST HAWAIIAN BANK 320.01%0.02%0.02%Q4 2020Q3 20235
HANSEATIC MANAGEMENT SERVICES INC 550.12%0.14%0.18%Q4 2020Q4 20215
Capital Advisors, Ltd. LLC 550.00%0.00%0.00%Q3 2022Q3 20235
CREDIT AGRICOLE S A 550.05%0.16%0.27%Q3 2018Q3 20195
ADVANTAGE INVESTMENT MANAGEMENT, LLC 550.00%0.01%0.01%Q3 2018Q3 20195
PANAGORA ASSET MANAGEMENT INC 320.00%0.00%0.01%Q1 2020Q1 20235
Meadow Creek Investment Management LLC 550.01%0.01%0.01%Q3 2018Q3 20195
NumerixS Investment Technologies Inc 310.00%0.02%0.03%Q4 2018Q2 20205
RIVERHEAD CAPITAL MANAGEMENT LLC 550.00%0.01%0.01%Q3 2018Q3 20195
Schonfeld Strategic Advisors LLC 410.00%0.00%0.01%Q2 2021Q3 20225
Ziegler Capital Management, LLC 550.01%0.01%0.01%Q1 2022Q1 20235
Bank Julius Baer & Co. Ltd, Zurich 550.00%0.00%0.00%Q4 2020Q4 20215
Tyers Asset Management LLC 550.01%0.01%0.01%Q3 2018Q3 20195
Advisory Alpha, LLC 310.00%0.00%0.00%Q1 2019Q3 20205
AXA S.A. 320.00%0.00%0.01%Q3 2018Q3 20235
TOBAM 320.00%0.00%0.00%Q4 2021Q1 20235
Bell Investment Advisors, Inc 210.00%0.00%0.00%Q3 2021Q2 20235
CENTRAL TRUST Co 550.00%0.00%0.00%Q1 2022Q1 20235
BROWN BROTHERS HARRIMAN & CO 320.00%0.00%0.00%Q3 2019Q4 20205
Bigelow Investment Advisors, LLC 550.28%0.35%0.44%Q4 2018Q4 20195
VIRGINIA RETIREMENT SYSTEMS ET AL 550.01%0.02%0.02%Q3 2022Q3 20235
Aquatic Capital Management LLC 550.00%0.02%0.03%Q3 2022Q3 20235
Premier Fund Managers Ltd 550.04%0.05%0.06%Q2 2020Q2 20215
DUALITY ADVISERS, LP 320.05%0.09%0.13%Q2 2022Q3 20235
EMERALD ADVISERS, LLC 320.12%0.29%0.63%Q4 2019Q3 20235
TD ASSET MANAGEMENT INC 550.00%0.00%0.00%Q3 2022Q3 20235
Employees Retirement System of Texas 440.01%0.01%0.01%Q3 2018Q2 20194
CCG WEALTH MANAGEMENT, LLC 220.38%3.99%7.88%Q3 2022Q3 20234
OCCUDO QUANTITATIVE STRATEGIES LP 310.02%0.08%0.10%Q2 2021Q3 20224
ARMSTRONG ADVISORY GROUP, INC 440.00%0.00%0.00%Q4 2022Q3 20234
SYNOVUS FINANCIAL CORP 310.00%0.00%0.00%Q4 2019Q4 20214
abrdn plc 440.04%0.08%0.10%Q4 2021Q3 20224
GTS SECURITIES LLC 220.00%0.01%0.01%Q2 2023Q3 20234
PEREGRINE CAPITAL MANAGEMENT LLC 440.16%0.17%0.18%Q1 2019Q4 20194
EMG Holdings, L.P. 440.12%0.63%1.42%Q2 2022Q1 20234
First Command Financial Services, Inc. 440.00%0.00%0.00%Q3 2018Q2 20194
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
Quarry LP 440.01%0.01%0.01%Q4 2022Q3 20234
PRELUDE CAPITAL MANAGEMENT, LLC 110.00%0.01%0.03%Q4 2019Q3 20234
Choate Investment Advisors 440.01%0.01%0.02%Q2 2021Q1 20224
OSTERWEIS CAPITAL MANAGEMENT INC 440.24%0.39%0.57%Q3 2018Q2 20194
Weaver Consulting Group 440.01%0.01%0.01%Q1 2019Q4 20194
UNITED SERVICES AUTOMOBILE ASSOCIATION 440.00%0.00%0.00%Q3 2018Q2 20194
Virtu Financial LLC 210.01%0.02%0.03%Q4 2018Q2 20234
TFO Wealth Partners, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
HARVEST GROUP WEALTH MANAGEMENT, LLC 440.00%0.00%0.00%Q1 2019Q4 20194
New Century Advisors, LLC 440.02%0.02%0.03%Q4 2021Q3 20224
Highland Private Wealth Management 440.22%0.24%0.27%Q4 2018Q3 20194
Quantitative Investment Management, LLC 310.01%0.02%0.04%Q3 2018Q4 20194
Ergoteles LLC 110.01%0.01%0.02%Q4 2020Q2 20234
BREWIN DOLPHIN LTD 440.00%0.00%0.01%Q3 2018Q2 20194
B. Metzler seel. Sohn & Co. Holding AG 440.02%0.03%0.03%Q4 2020Q3 20214
Verition Fund Management LLC 310.00%0.01%0.01%Q3 2022Q3 20234
Edge Wealth Management LLC 440.00%0.00%0.00%Q3 2018Q2 20194
6 Meridian 220.02%0.02%0.02%Q4 2020Q4 20214
Steward Financial Group LLC 210.00%0.00%0.00%Q2 2022Q3 20234
First Command Bank 440.00%0.00%0.00%Q3 2018Q2 20194
VERTEX ONE ASSET MANAGEMENT INC. 440.31%3.15%5.64%Q3 2018Q2 20194
Versor Investments LP 330.04%0.06%0.09%Q4 2022Q2 20233
Marshall Wace North America L.P. 210.00%0.00%0.00%Q3 2018Q1 20203
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 330.00%0.00%0.01%Q1 2023Q3 20233
Atom Investors LP 210.05%0.22%0.32%Q1 2020Q3 20233
Intelligence Driven Advisers, LLC 330.04%0.05%0.05%Q1 2021Q3 20213
Blue Trust, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
WHITTIER TRUST CO 330.00%0.00%0.00%Q1 2022Q3 20223
Rafferty Asset Management, LLC 330.01%0.01%0.02%Q1 2023Q3 20233
Texas Yale Capital Corp. 330.03%0.03%0.04%Q4 2018Q2 20193
CAAS CAPITAL MANAGEMENT LP 110.01%0.01%0.02%Q3 2023Q3 20233
SeaCrest Wealth Management, LLC 330.00%0.00%0.00%Q3 2018Q1 20193
Ameritas Investment Company, LLC 210.00%0.00%0.00%Q4 2018Q3 20193
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Timber Creek Capital Management LLC 330.00%0.00%0.00%Q1 2022Q3 20223
SHELL ASSET MANAGEMENT CO 330.01%0.02%0.03%Q3 2018Q1 20193
Global Alpha Capital Management Ltd. 331.81%1.90%2.00%Q3 2018Q1 20193
Alpha DNA Investment Management LLC 210.00%0.19%0.30%Q1 2021Q2 20233
FOSTER DYKEMA CABOT & CO INC/MA 330.00%0.00%0.00%Q1 2023Q3 20233
FLAGSHIP HARBOR ADVISORS, LLC 330.00%0.00%0.00%Q3 2018Q1 20193
RAYMOND JAMES TRUST N.A. 330.01%0.01%0.01%Q3 2021Q1 20223
BOKF, NA 330.00%0.00%0.00%Q1 2023Q3 20233
AFFINITY INVESTMENT ADVISORS, LLC 330.33%0.39%0.46%Q4 2020Q2 20213
PRIVATE TRUST CO NA 330.00%0.00%0.00%Q2 2022Q4 20223
Financial Management Professionals, Inc. 330.02%0.02%0.02%Q3 2021Q1 20223
Advisory Services Network, LLC 210.00%0.00%0.00%Q3 2020Q4 20223
Covenant Asset Management, LLC 330.96%1.21%1.33%Q3 2018Q1 20193
Rehmann Capital Advisory Group 330.00%0.00%0.00%Q3 2018Q1 20193
USA FINANCIAL FORMULAS 210.10%0.11%0.14%Q1 2021Q1 20223
PICTET ASSET MANAGEMENT SA 330.00%0.00%0.00%Q4 2022Q2 20233
Jump Financial, LLC 330.03%0.05%0.06%Q2 2022Q4 20223
Bayesian Capital Management, LP 210.02%0.03%0.05%Q1 2021Q2 20233
Point72 Middle East FZE 330.01%0.02%0.03%Q1 2023Q3 20233
Jackson Creek Investment Advisors LLC 330.29%0.31%0.32%Q1 2023Q3 20233
HARBOUR INVESTMENTS, INC. 330.00%0.00%0.00%Q1 2021Q3 20213
TEACHERS ADVISORS, LLC 330.00%0.00%0.01%Q3 2018Q1 20193
Waterloo Capital, L.P. 330.07%0.07%0.07%Q1 2023Q3 20233
Wealthspire Advisors, L.P. 330.00%0.00%0.00%Q3 2018Q1 20193
Wakefield Asset Management LLLP 330.25%0.26%0.27%Q1 2023Q3 20233
Laurus Investment Counsel Inc. 330.31%0.73%1.06%Q3 2021Q1 20223
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 210.00%0.01%0.01%Q4 2020Q3 20223
Sullivan, Bruyette, Speros & Blaney, LLC 330.01%0.01%0.01%Q3 2020Q1 20213
Rosenthal {-} Henry Capital Advisors, Inc. 330.85%1.23%1.61%Q1 2020Q3 20203
Wealthcare Advisory Partners LLC 330.00%0.00%0.00%Q3 2019Q1 20203
Quantamental Technologies LLC 210.04%0.06%0.09%Q4 2018Q3 20193
PIEDMONT INVESTMENT ADVISORS INC 330.02%0.02%0.02%Q3 2018Q1 20193
OppenheimerFunds, Inc. 330.00%0.00%0.00%Q3 2018Q1 20193
MARTINGALE ASSET MANAGEMENT L P 210.00%0.01%0.02%Q4 2022Q3 20233
Sageworth Trust Co of South Dakota 330.00%0.01%0.02%Q4 2021Q2 20223
Capital Analysts, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
Merit Financial Group, LLC 330.01%0.01%0.01%Q2 2022Q4 20223
ALETHEA CAPITAL MANAGEMENT, LLC 330.13%0.15%0.20%Q1 2021Q3 20213
Avalon Investment & Advisory 330.09%0.09%0.10%Q3 2021Q1 20223
TIAA CREF INVESTMENT MANAGEMENT LLC 330.00%0.00%0.00%Q3 2018Q1 20193
PUTNAM INVESTMENTS LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Grantham, Mayo, Van Otterloo & Co. LLC 330.00%0.01%0.02%Q4 2020Q2 20213
Aurora Investment Counsel 330.67%0.69%0.71%Q3 2018Q1 20193
AIGEN INVESTMENT MANAGEMENT, LP 210.01%0.06%0.09%Q1 2020Q2 20223
HighTower Advisors, LLC 220.01%0.01%0.01%Q4 2020Q1 20212
ONTARIO TEACHERS PENSION PLAN BOARD 110.01%0.02%0.02%Q4 2018Q4 20192
Sciencast Management LP 110.06%0.10%0.13%Q1 2021Q2 20222
Doyle Wealth Management 110.01%0.01%0.01%Q4 2018Q2 20192
Phoenix Holdings Ltd. 220.01%0.01%0.01%Q2 2020Q3 20202
Cetera Advisor Networks LLC 110.00%0.00%0.01%Q3 2018Q2 20202
TUCKER ASSET MANAGEMENT LLC 220.00%0.00%0.00%Q3 2022Q4 20222
NORDEA INVESTMENT MANAGEMENT AB 220.00%0.00%0.00%Q4 2018Q1 20192
Arkadios Wealth Advisors 220.00%0.00%0.00%Q2 2021Q3 20212
KESTREL INVESTMENT MANAGEMENT CORP 222.86%2.88%2.89%Q2 2023Q3 20232
Lee Financial Co 220.00%0.00%0.00%Q2 2020Q3 20202
Edgestream Partners, L.P. 220.16%0.16%0.17%Q2 2023Q3 20232
BESSEMER GROUP INC 220.00%0.00%0.00%Q2 2023Q3 20232
EXANE DERIVATIVES 220.01%0.01%0.01%Q1 2022Q2 20222
Tidal Investments LLC 220.04%0.05%0.07%Q2 2023Q3 20232
EJF Capital LLC 220.60%1.23%1.86%Q2 2023Q3 20232
OXFORD ASSET MANAGEMENT LLP 220.01%0.02%0.03%Q3 2019Q4 20192
Brinker Capital Investments, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
CAPITAL FUND MANAGEMENT S.A. 220.00%0.00%0.01%Q2 2022Q3 20222
Cable Hill Partners, LLC 220.03%0.03%0.03%Q4 2018Q1 20192
Point72 Asset Management, L.P. 220.00%0.00%0.00%Q2 2023Q3 20232
JAMES INVESTMENT RESEARCH INC 220.03%0.03%0.03%Q2 2023Q3 20232
DekaBank Deutsche Girozentrale 110.00%0.00%0.00%Q4 2018Q3 20232
XTX Topco Ltd 220.07%0.08%0.09%Q2 2023Q3 20232
CULLEN/FROST BANKERS, INC. 220.00%0.00%0.00%Q2 2021Q3 20212
Redwood Investment Management, LLC 220.04%0.04%0.04%Q1 2022Q2 20222
TDAM USA INC. 220.09%0.11%0.13%Q3 2018Q4 20182
Larson Financial Group LLC 220.01%0.01%0.01%Q4 2018Q1 20192
AE Wealth Management LLC 220.00%0.00%0.00%Q1 2023Q2 20232
FRANKLIN RESOURCES INC 220.00%0.00%0.00%Q2 2023Q3 20232
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
Steinberg Global Asset Management 220.04%0.06%0.08%Q3 2018Q4 20182
SYSTEMATIC FINANCIAL MANAGEMENT LP 220.04%0.04%0.04%Q4 2018Q1 20192
NKCFO LLC 220.05%0.06%0.07%Q3 2020Q4 20202
CLEAR STREET MARKETS LLC 110.00%0.00%0.01%Q1 2022Q1 20232
CHILTON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2021Q2 20222
Bridgefront Capital, LLC 110.08%0.12%0.16%Q4 2020Q2 20212
1832 Asset Management L.P. 110.00%0.00%0.00%Q3 2021Q3 20222
Petrus Trust Company, LTA 220.03%0.04%0.04%Q3 2022Q4 20222
WealthBridge Capital Management, LLC 220.02%0.02%0.02%Q4 2018Q1 20192
MACROVIEW INVESTMENT MANAGEMENT LLC 220.02%0.02%0.02%Q1 2023Q2 20232
Rosenberg Matthew Hamilton 220.00%0.00%0.00%Q2 2023Q3 20232
Campbell & CO Investment Adviser LLC 220.06%0.12%0.17%Q1 2022Q2 20222
Amundi 220.00%0.00%0.00%Q2 2023Q3 20232
BOOTHBAY FUND MANAGEMENT, LLC 220.01%0.04%0.07%Q1 2023Q2 20232
Quadrature Capital Ltd 110.01%0.01%0.01%Q1 2023Q3 20232
Connor, Clark & Lunn Investment Management Ltd. 110.00%0.01%0.01%Q4 2018Q3 20232
Graham Capital Management, L.P. 110.01%0.02%0.03%Q3 2022Q1 20232
EVOKE WEALTH, LLC 220.00%0.00%0.00%Q3 2019Q4 20192
JOYN Advisors, Inc. 220.01%0.01%0.01%Q3 2018Q4 20182
Hillsdale Investment Management Inc. 110.05%0.05%0.05%Q1 2022Q1 20232
A.R.T. Advisors, LLC 220.03%0.05%0.07%Q2 2019Q3 20192
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
CAPSTONE INVESTMENT ADVISORS, LLC 220.00%0.00%0.00%Q3 2019Q4 20192
Cipher Capital LP 220.04%0.06%0.07%Q1 2023Q2 20232
HAP Trading, LLC 110.00%0.01%0.01%Q4 2020Q2 20222
Cresset Asset Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
DARK FOREST CAPITAL MANAGEMENT LP 220.05%0.11%0.17%Q2 2023Q3 20232
West Tower Group, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
PIER 88 INVESTMENT PARTNERS LLC 220.16%0.22%0.29%Q3 2018Q4 20182
Kovitz Investment Group Partners, LLC 220.01%0.01%0.01%Q2 2021Q3 20212
VALLEY NATIONAL ADVISERS INC 220.00%0.00%0.00%Q2 2020Q3 20202
FULLER & THALER ASSET MANAGEMENT, INC. 220.26%0.29%0.32%Q1 2023Q2 20232
Olympiad Research LP 110.15%0.20%0.24%Q2 2020Q3 20232
ExodusPoint Capital Management, LP 220.00%0.01%0.01%Q2 2023Q3 20232
INCEPTIONR LLC 220.12%0.14%0.16%Q2 2023Q3 20232
HUSSMAN STRATEGIC ADVISORS, INC. 220.46%0.60%0.75%Q3 2018Q4 20182
Lake Point Wealth Management 110.01%0.01%0.01%Q4 2018Q4 20181
AXQ CAPITAL, LP 110.14%0.14%0.14%Q1 2023Q1 20231
MAGNOLIA GROUP, LLC 110.54%0.54%0.54%Q3 2020Q3 20201
Spectrum Asset Management, Inc. (NB/CA) 110.54%0.54%0.54%Q3 2018Q3 20181
TOBIAS FINANCIAL ADVISORS, INC. 110.00%0.00%0.00%Q4 2019Q4 20191
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Bartlett & Co. LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Amalgamated Financial Corp. 110.01%0.01%0.01%Q1 2022Q1 20221
Safeguard Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
NEXT Financial Holdings 110.01%0.01%0.01%Q1 2019Q1 20191
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Orion Portfolio Solutions, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Illinois Municipal Retirement Fund 110.02%0.02%0.02%Q3 2023Q3 20231
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Prospera Financial Services Inc 110.00%0.00%0.00%Q1 2022Q1 20221
NewEdge Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
JCSD Capital, LLC 111.20%1.20%1.20%Q3 2018Q3 20181
Carmel Capital Partners, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Csenge Advisory Group 110.00%0.00%0.00%Q3 2018Q3 20181
Legato Capital Management LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Cerity Partners LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Atlas Private Wealth Advisors 110.06%0.06%0.06%Q2 2020Q2 20201
SEVEN EIGHT CAPITAL, LP 110.07%0.07%0.07%Q3 2023Q3 20231
MACKAY SHIELDS LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Bowling Portfolio Management LLC 110.07%0.07%0.07%Q3 2020Q3 20201
Global Endowment Management, LP 110.64%0.64%0.64%Q4 2019Q4 20191
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Legacy Financial Advisors, Inc. 110.00%0.00%0.00%Q1 2019Q1 20191
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
BLUEFIN CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
BlueCrest Capital Management Ltd 110.01%0.01%0.01%Q4 2018Q4 20181
First Pacific Advisors, LP 110.02%0.02%0.02%Q4 2020Q4 20201
MinichMacGregor Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
SECOND CURVE CAPITAL LLC 111.20%1.20%1.20%Q4 2021Q4 20211
EAM Global Investors LLC 110.45%0.45%0.45%Q4 2021Q4 20211
ELLINGTON MANAGEMENT GROUP LLC 110.04%0.04%0.04%Q1 2020Q1 20201
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
Inspire Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Calamos Advisors LLC 110.01%0.01%0.01%Q4 2021Q4 20211
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q4 2022Q4 20221
AVIVA PLC 110.01%0.01%0.01%Q1 2023Q1 20231
Financial Gravity Companies, Inc. 110.13%0.13%0.13%Q4 2018Q4 20181
RBA Wealth Management, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
CAXTON ASSOCIATES LP 110.05%0.05%0.05%Q4 2019Q4 20191
YorkBridge Wealth Partners, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
WELD CAPITAL MANAGEMENT LLC 110.12%0.12%0.12%Q1 2020Q1 20201
FJ Capital Management LLC 110.97%0.97%0.97%Q3 2023Q3 20231
First Capital Advisors Group, LLC. 110.00%0.00%0.00%Q2 2023Q2 20231
EAM Investors, LLC 110.30%0.30%0.30%Q4 2021Q4 20211
Polaris Wealth Advisory Group, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Summit Creek Advisors LLC 110.22%0.22%0.22%Q3 2018Q3 20181
Alera Investment Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
FOX RUN MANAGEMENT, L.L.C. 110.11%0.11%0.11%Q4 2018Q4 20181
VERUS CAPITAL PARTNERS, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Mach-1 Financial Group, LLC 110.15%0.15%0.15%Q2 2023Q2 20231
Pictet Asset Management Holding SA 110.00%0.00%0.00%Q3 2023Q3 20231
GIRARD PARTNERS LTD. 110.01%0.01%0.01%Q3 2018Q3 20181
Fisher Asset Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Covington Capital Management 110.00%0.00%0.00%Q3 2022Q3 20221
FORA Capital, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Private Advisor Group, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Bayview Asset Management, LLC 110.52%0.52%0.52%Q3 2023Q3 20231
Moisand Fitzgerald Tamayo, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Pearl River Capital, LLC 110.06%0.06%0.06%Q4 2018Q4 20181
Alberta Investment Management Corp 110.00%0.00%0.00%Q3 2020Q3 20201
TWINBEECH CAPITAL LP 110.08%0.08%0.08%Q2 2023Q2 20231
Pinnacle Wealth Planning Services, Inc. 110.02%0.02%0.02%Q4 2020Q4 20201
Motley Fool Asset Management LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Oasis Management Co Ltd. 110.45%0.45%0.45%Q1 2023Q1 20231
Destination Wealth Management 110.00%0.00%0.00%Q3 2018Q3 20181
TRUST CO OF TOLEDO NA /OH/ 110.06%0.06%0.06%Q3 2018Q3 20181
Guardian Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
HENNESSY ADVISORS INC 110.09%0.09%0.09%Q3 2018Q3 20181
PFG Advisors 110.05%0.05%0.05%Q4 2021Q4 20211
Sowell Financial Services LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Harel Insurance Investments & Financial Services Ltd. 110.00%0.00%0.00%Q3 2022Q3 20221
Janney Montgomery Scott LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Arden Trust Co 110.01%0.01%0.01%Q1 2020Q1 20201
Headlands Technologies LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Ellevest, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
JUPITER ASSET MANAGEMENT LTD 110.09%0.09%0.09%Q3 2018Q3 20181
WealthTrust Fairport, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
River Oaks Capital LLC 110.69%0.69%0.69%Q3 2018Q3 20181
CHILDRESS CAPITAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 110.02%0.02%0.02%Q3 2018Q3 20181
Ellsworth Advisors, LLC 110.19%0.19%0.19%Q4 2021Q4 20211
PATHSTONE FAMILY OFFICE, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Summit Trail Advisors, LLC 110.09%0.09%0.09%Q3 2018Q3 20181
Coppell Advisory Solutions LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Stratos Wealth Partners, LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
WEDBUSH SECURITIES INC 110.01%0.01%0.01%Q3 2021Q3 20211
Chicago Partners Investment Group LLC 110.00%0.00%0.00%Q3 2018Q3 20181
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2018Q3 20181
Your Advocates Ltd., LLP 110.00%0.00%0.00%Q3 2023Q3 20231
Operose Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
LGT Financial Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
GAM Holding AG 110.02%0.02%0.02%Q3 2018Q3 20181
ACADIAN ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q4 2022Q4 20221
First Trust Direct Indexing L.P. 110.02%0.02%0.02%Q4 2020Q4 20201
Kemnay Advisory Services Inc. 110.41%0.41%0.41%Q4 2018Q4 20181
Colonial Trust Co / SC 110.00%0.00%0.00%Q3 2023Q3 20231
Leucadia National 110.00%0.00%0.00%Q4 2022Q4 20221
SummerHaven Investment Management, LLC 110.47%0.47%0.47%Q3 2023Q3 20231
TOWNSQUARE CAPITAL LLC 110.05%0.05%0.05%Q2 2019Q2 20191
Ruggie Capital Group 110.00%0.00%0.00%Q2 2019Q2 20191
Cordant, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Founders Financial Alliance, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Laurion Capital Management LP 110.00%0.00%0.00%Q3 2018Q3 20181
DFPG INVESTMENTS, LLC 110.52%0.52%0.52%Q2 2019Q2 20191
Vestcor Inc 110.01%0.01%0.01%Q3 2023Q3 20231
Jefferies Group LLC 110.00%0.00%0.00%Q3 2019Q3 20191
External links

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