BALCHEM CORP shareholder history

Current and past BALCHEM CORP shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.00%0.01%Q2 2013Q3 202380
HUNTINGTON NATIONAL BANK 36200.00%0.00%0.01%Q1 2009Q3 202356
Steigerwald, Gordon & Koch Inc. 48480.08%0.18%0.36%Q4 2011Q3 202348
GOLDMAN SACHS GROUP INC 4240.00%0.00%0.01%Q1 2012Q3 202346
US BANCORP \DE\ 42420.00%0.00%0.01%Q2 2013Q3 202343
Conestoga Capital Advisors, LLC 43431.45%2.10%2.69%Q1 2013Q3 202343
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 43430.01%0.01%0.01%Q1 2013Q3 202343
CREDIT SUISSE AG/ 43430.00%0.00%0.01%Q1 2013Q3 202343
TEXAS PERMANENT SCHOOL FUND CORP 43430.02%0.03%0.05%Q1 2013Q3 202343
SEGALL BRYANT & HAMILL, LLC 43430.35%0.64%1.10%Q1 2013Q3 202343
ALLIANCEBERNSTEIN L.P. 42420.00%0.00%0.00%Q2 2013Q3 202342
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 42420.06%0.10%0.24%Q2 2013Q3 202342
Citadel Advisors 1610.00%0.00%0.00%Q4 2013Q3 202342
PRUDENTIAL FINANCIAL INC 42420.01%0.01%0.01%Q2 2013Q3 202342
GEODE CAPITAL MANAGEMENT, LLC 42420.01%0.01%0.01%Q2 2013Q3 202342
MARTIN & CO INC /TN/ 42420.13%0.43%0.71%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.02%0.06%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.01%0.02%0.03%Q2 2013Q3 202342
ASHFORD CAPITAL MANAGEMENT INC 42420.03%0.50%1.75%Q2 2013Q3 202342
SCOUT INVESTMENTS, INC. 42420.02%0.13%0.24%Q2 2013Q3 202342
VOYA INVESTMENT MANAGEMENT LLC 42420.00%0.00%0.01%Q2 2013Q3 202342
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42420.01%0.01%0.02%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
BlackRock Inc. 42420.00%0.01%0.02%Q2 2013Q3 202342
WENDELL DAVID ASSOCIATES INC 42420.22%0.41%0.61%Q2 2013Q3 202342
RHUMBLINE ADVISERS 42420.01%0.01%0.03%Q2 2013Q3 202342
GW&K Investment Management, LLC 42420.02%0.49%0.80%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 42420.00%0.00%0.01%Q2 2013Q3 202342
Swiss National Bank 42420.01%0.01%0.01%Q2 2013Q3 202342
BARD ASSOCIATES INC 42420.22%1.34%2.04%Q2 2013Q3 202342
VANGUARD GROUP INC 42420.01%0.01%0.02%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
PRINCIPAL FINANCIAL GROUP INC 42420.02%0.02%0.03%Q2 2013Q3 202342
Stephens Investment Management Group LLC 42420.50%0.69%0.92%Q2 2013Q3 202342
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 42420.01%0.01%0.02%Q2 2013Q3 202342
NEW YORK STATE COMMON RETIREMENT FUND 42420.00%0.04%0.07%Q2 2013Q3 202342
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 42420.01%0.02%0.05%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.01%0.02%Q2 2013Q3 202342
THRIVENT FINANCIAL FOR LUTHERANS 42420.00%0.03%0.09%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.00%0.01%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.00%0.00%Q2 2013Q3 202342
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 42420.00%0.00%0.01%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
PROFUND ADVISORS LLC 42420.01%0.02%0.03%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.01%0.01%0.01%Q2 2013Q3 202342
ROYCE & ASSOCIATES LP 42420.06%0.22%0.47%Q2 2013Q3 202342
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 42420.01%0.01%0.01%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.01%0.01%0.02%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.02%0.03%0.04%Q2 2013Q3 202342
BAHL & GAYNOR INC 42420.03%0.05%0.09%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
NORGES BANK 4020.00%0.01%0.02%Q2 2012Q4 202242
Bath Savings Trust Co 42420.48%0.93%1.61%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 42420.01%0.01%0.03%Q2 2013Q3 202342
PUBLIC SECTOR PENSION INVESTMENT BOARD 42420.01%0.03%0.08%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.00%0.00%0.01%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.01%0.01%0.01%Q2 2013Q3 202342
AMERICAN INTERNATIONAL GROUP, INC. 42420.01%0.01%0.02%Q2 2013Q3 202342
GLENMEDE TRUST CO NA 42420.00%0.01%0.01%Q2 2013Q3 202342
DEUTSCHE BANK AG\ 41410.00%0.00%0.01%Q3 2013Q3 202341
Cardinal Capital Management 41410.13%0.42%0.60%Q3 2013Q3 202341
METROPOLITAN LIFE INSURANCE CO/NY 24170.01%0.01%0.02%Q2 2013Q3 202341
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 3650.01%0.01%0.01%Q2 2013Q3 202341
State of Tennessee, Treasury Department 41410.01%0.02%0.03%Q3 2013Q3 202341
UBS ASSET MANAGEMENT AMERICAS INC 3830.00%0.00%0.00%Q2 2013Q3 202341
COMERICA BANK 3920.00%0.04%0.12%Q2 2013Q3 202341
Brown Capital Management 41410.44%2.62%4.45%Q2 2013Q2 202341
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.02%Q2 2013Q3 202341
BNP PARIBAS FINANCIAL MARKETS 3560.00%0.00%0.01%Q2 2013Q3 202341
PRICE T ROWE ASSOCIATES INC /MD/ 41410.00%0.00%0.01%Q3 2013Q3 202341
Arizona State Retirement System 3380.01%0.02%0.06%Q1 2013Q3 202341
WASATCH ADVISORS LP 3920.26%0.95%1.63%Q2 2013Q3 202341
PANAGORA ASSET MANAGEMENT INC 41410.00%0.00%0.00%Q3 2013Q3 202341
ProShare Advisors LLC 3920.00%0.02%0.08%Q2 2013Q3 202341
ENVESTNET ASSET MANAGEMENT INC 21200.00%0.00%0.01%Q2 2013Q3 202341
SALEM INVESTMENT COUNSELORS INC 3910.40%0.97%1.44%Q2 2013Q3 202340
Louisiana State Employees Retirement System 40400.04%0.05%0.07%Q4 2013Q3 202340
STATE STREET CORP 3280.00%0.01%0.01%Q2 2013Q3 202340
BARCLAYS PLC 2910.00%0.00%0.01%Q2 2013Q3 202340
STRS OHIO 3720.00%0.02%0.06%Q4 2013Q3 202339
ATLANTA CAPITAL MANAGEMENT CO L L C 38380.08%0.12%0.16%Q2 2013Q3 202238
EATON VANCE MANAGEMENT 38380.01%0.04%0.10%Q2 2013Q3 202238
GREAT WEST LIFE ASSURANCE CO /CAN/ 2110.00%0.01%0.01%Q4 2013Q3 202338
Legal & General Group Plc 37370.00%0.00%0.01%Q3 2014Q3 202337
JPMORGAN CHASE & CO 3430.00%0.00%0.00%Q2 2013Q3 202337
COMMERCE BANK 37370.00%0.01%0.01%Q3 2014Q3 202337
ROCKY MOUNTAIN ADVISERS, LLC 37370.00%0.01%0.01%Q3 2014Q3 202337
ClearBridge Investments 37370.02%0.05%0.06%Q3 2014Q3 202337
First Horizon Advisors, Inc. 37370.00%0.01%0.01%Q3 2014Q3 202337
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.00%0.01%0.01%Q2 2013Q1 202236
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
VAN ECK ASSOCIATES CORP 36360.01%0.02%0.04%Q4 2014Q3 202336
Renaissance Technologies 2610.00%0.03%0.05%Q2 2013Q3 202336
FIRST TRUST ADVISORS LP 2320.00%0.00%0.01%Q2 2013Q3 202336
Zurcher Kantonalbank (Zurich Cantonalbank) 35350.00%0.00%0.00%Q1 2015Q3 202335
FRED ALGER MANAGEMENT, LLC 35350.02%0.13%0.29%Q1 2015Q3 202335
Tributary Capital Management, LLC 34340.64%1.44%2.05%Q2 2015Q3 202334
MACQUARIE GROUP LTD 34340.01%0.05%0.11%Q2 2015Q3 202334
PEAK6 Investments LLC 1310.00%0.00%0.02%Q3 2018Q1 202334
MASSMUTUAL TRUST CO FSB/ADV 1510.00%0.00%0.02%Q4 2013Q4 202334
SEI INVESTMENTS CO 2710.00%0.01%0.03%Q4 2014Q3 202333
PEAK6 Group LLC 510.00%0.01%0.03%Q2 2013Q2 201833
FIRST NATIONAL BANK OF OMAHA 33330.04%0.10%0.16%Q3 2015Q3 202333
MARTINGALE ASSET MANAGEMENT L P 3210.01%0.06%0.12%Q2 2013Q3 202333
Versant Capital Management, Inc 33330.00%0.00%0.01%Q4 2015Q4 202333
Tower Research Capital LLC (TRC) 1410.00%0.01%0.03%Q2 2013Q3 202333
GUGGENHEIM CAPITAL LLC 2850.00%0.00%0.02%Q4 2013Q4 202233
ASSETMARK, INC 32320.00%0.00%0.00%Q4 2015Q3 202332
VICTORY CAPITAL MANAGEMENT INC 19130.00%0.00%0.01%Q2 2015Q3 202332
D. E. Shaw & Co., Inc. 710.00%0.00%0.00%Q2 2013Q3 202332
TEACHER RETIREMENT SYSTEM OF TEXAS 1550.00%0.00%0.01%Q2 2013Q3 202332
MASON STREET ADVISORS, LLC 31310.00%0.02%0.07%Q2 2013Q4 202031
IFP Advisors, Inc 17140.00%0.00%0.01%Q4 2015Q3 202331
QUADRANT CAPITAL GROUP LLC 31310.00%0.00%0.02%Q1 2016Q3 202331
AMALGAMATED BANK 31310.01%0.02%0.02%Q1 2016Q3 202331
LPL Financial LLC 3010.00%0.00%0.01%Q3 2015Q3 202331
SCHRODER INVESTMENT MANAGEMENT GROUP 1540.00%0.06%0.14%Q4 2014Q3 202331
SG Americas Securities, LLC 2110.00%0.01%0.05%Q3 2013Q3 202330
JANUS HENDERSON GROUP PLC 2190.00%0.06%0.23%Q4 2014Q3 202330
NISA INVESTMENT ADVISORS, LLC 2370.00%0.01%0.01%Q1 2016Q3 202330
PineBridge Investments, L.P. 2810.00%0.02%0.06%Q2 2013Q2 202329
Aperio Group, LLC 29290.00%0.00%0.01%Q4 2013Q4 202029
AQR Capital Management 1510.00%0.00%0.00%Q4 2012Q2 202229
CONGRESS ASSET MANAGEMENT CO /MA 29290.01%0.09%0.25%Q3 2016Q3 202329
TRUIST FINANCIAL CORP 1510.00%0.00%0.01%Q2 2013Q3 202329
Ameritas Investment Partners, Inc. 29290.01%0.01%0.02%Q3 2016Q3 202329
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 2350.00%0.03%0.05%Q2 2013Q3 202328
BESSEMER GROUP INC 1610.00%0.01%0.02%Q4 2013Q3 202328
Russell Investments Group, Ltd. 28280.00%0.01%0.02%Q4 2016Q3 202328
Parkside Financial Bank & Trust 28280.00%0.00%0.00%Q4 2016Q3 202328
TCI Wealth Advisors, Inc. 28280.00%0.00%0.01%Q2 2016Q1 202328
Raymond James Financial Services Advisors, Inc. 2260.00%0.02%0.11%Q2 2015Q3 202328
SHELTON CAPITAL MANAGEMENT 28280.01%0.01%0.02%Q3 2016Q2 202328
Sutton Wealth Advisors Inc. 28280.01%0.03%0.04%Q1 2016Q4 202228
State of Alaska, Department of Revenue 28280.01%0.03%0.05%Q4 2016Q3 202328
Capital Investment Services of America, Inc. 27271.62%1.89%2.31%Q2 2013Q4 201927
EULAV Asset Management 27270.02%0.09%0.16%Q1 2017Q3 202327
OPPENHEIMER ASSET MANAGEMENT INC. 27270.01%0.03%0.04%Q1 2017Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.00%Q2 2013Q4 201927
EAGLE ASSET MANAGEMENT INC 26260.02%0.06%0.11%Q2 2013Q3 201926
Crossmark Global Holdings, Inc. 2510.01%0.01%0.02%Q3 2016Q3 202326
Cambridge Investment Research Advisors, Inc. 26260.00%0.00%0.01%Q2 2017Q3 202326
SUNTRUST BANKS INC 26260.00%0.00%0.00%Q2 2013Q3 201926
MILLENNIUM MANAGEMENT LLC 710.00%0.00%0.01%Q2 2013Q3 202326
TOMPKINS FINANCIAL CORP 25250.00%0.00%0.00%Q3 2014Q3 202025
Municipal Employees' Retirement System of Michigan 1860.02%0.04%0.07%Q1 2014Q1 202024
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
FMR LLC 2110.00%0.00%0.01%Q3 2014Q3 202324
SANTA MONICA PARTNERS LP 242418.66%33.37%43.58%Q4 2017Q3 202324
KEYBANK NATIONAL ASSOCIATION/OH 24240.00%0.00%0.01%Q4 2012Q3 201824
Laurus Investment Counsel Inc. 24240.18%0.59%1.40%Q4 2017Q3 202324
MetLife Investment Management, LLC 24240.01%0.02%0.03%Q4 2017Q3 202324
Smithfield Trust Co 24240.00%0.00%0.00%Q4 2017Q3 202324
Neuberger Berman Group LLC 2310.00%0.13%0.20%Q2 2013Q2 202224
D.A. DAVIDSON & CO. 23230.00%0.00%0.01%Q2 2013Q4 201823
Sterling Investment Advisors, Ltd. 23230.01%0.01%0.01%Q4 2016Q2 202223
SIGNATUREFD, LLC 23230.00%0.00%0.00%Q1 2018Q3 202323
Gemmer Asset Management LLC 22220.00%0.00%0.01%Q4 2016Q1 202222
TEACHERS ADVISORS, LLC 22220.01%0.01%0.02%Q4 2013Q1 201922
STEPHENS INC /AR/ 22220.00%0.00%0.01%Q2 2018Q3 202322
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 22220.00%0.01%0.01%Q2 2018Q3 202322
Allianz Asset Management GmbH 22220.00%0.02%0.05%Q2 2018Q3 202322
TIAA CREF INVESTMENT MANAGEMENT LLC 22220.00%0.01%0.01%Q4 2013Q1 201922
PITCAIRN CO 1920.02%0.03%0.04%Q2 2018Q3 202321
LS Investment Advisors, LLC 21210.00%0.01%0.01%Q2 2015Q2 202021
Parallel Advisors, LLC 1910.00%0.00%0.01%Q4 2016Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
GENEVA CAPITAL MANAGEMENT LLC 1560.24%1.34%2.08%Q2 2013Q3 202321
BREWIN DOLPHIN LTD 20200.00%0.00%0.00%Q3 2017Q2 202220
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 20200.02%0.02%0.02%Q4 2018Q3 202320
FDx Advisors, Inc. 20200.01%0.02%0.05%Q2 2013Q1 201820
American Portfolios Advisors 20200.00%0.00%0.00%Q4 2017Q3 202220
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1410.00%0.00%0.00%Q4 2015Q3 202320
MOODY ALDRICH PARTNERS LLC 20200.86%1.34%2.27%Q4 2018Q3 202320
AdvisorNet Financial, Inc 1540.00%0.00%0.01%Q4 2017Q3 202319
Private Capital Group, LLC 19190.00%0.01%0.02%Q4 2017Q2 202219
HORIZON KINETICS ASSET MANAGEMENT LLC 19190.01%0.08%0.16%Q1 2019Q3 202319
GREAT LAKES ADVISORS, LLC 1090.03%0.09%0.22%Q2 2018Q3 202319
EVERENCE CAPITAL MANAGEMENT INC 19190.05%0.07%0.08%Q1 2019Q3 202319
Silvant Capital Management LLC 19190.04%0.10%0.16%Q1 2018Q3 202219
PDT Partners, LLC 1110.01%0.10%0.21%Q3 2013Q2 202219
HM PAYSON & CO 18180.00%0.01%0.01%Q2 2019Q3 202318
Advisors Asset Management, Inc. 910.00%0.00%0.01%Q2 2013Q2 202018
BBVA USA Bancshares, Inc. 1710.01%0.04%0.09%Q2 2013Q3 201818
Nuveen Asset Management, LLC 18180.01%0.01%0.01%Q2 2019Q3 202318
HSBC HOLDINGS PLC 1010.00%0.00%0.00%Q4 2016Q2 202318
PEAPACK GLADSTONE FINANCIAL CORP 1210.01%0.01%0.02%Q3 2016Q3 202318
Quantbot Technologies LP 510.00%0.02%0.08%Q1 2014Q3 202318
Assenagon Asset Management S.A. 1120.00%0.03%0.08%Q4 2017Q3 202318
Inspire Investing, LLC 1110.03%0.06%0.10%Q4 2017Q3 202318
Creative Planning 830.00%0.00%0.01%Q3 2013Q3 202318
CAPTRUST FINANCIAL ADVISORS 910.00%0.00%0.01%Q4 2017Q3 202318
Nationwide Fund Advisors 1430.01%0.05%0.09%Q2 2013Q3 201717
RIVERHEAD CAPITAL MANAGEMENT LLC 17170.00%0.01%0.01%Q3 2015Q3 201917
Zions Bancorporation, N.A. 17170.03%0.06%0.10%Q3 2019Q3 202317
STIFEL FINANCIAL CORP 1250.00%0.01%0.03%Q1 2014Q3 202317
TOKIO MARINE ASSET MANAGEMENT CO LTD 1010.02%0.06%0.08%Q2 2017Q3 202317
1st Global Advisors, Inc. 17170.04%0.07%0.12%Q2 2013Q2 201717
CAPSTONE ASSET MANAGEMENT CO 17170.02%0.02%0.03%Q2 2013Q2 201717
Man Group plc 820.00%0.01%0.02%Q1 2018Q2 202317
Summit Creek Advisors LLC 17170.72%2.05%3.14%Q3 2014Q3 201817
Geneos Wealth Management Inc. 16160.00%0.00%0.01%Q1 2016Q4 201916
Ensign Peak Advisors, Inc 16160.00%0.00%0.01%Q4 2019Q3 202316
Archer Investment Corp 16160.02%0.02%0.04%Q4 2019Q3 202316
Carolina Wealth Advisors, LLC 16160.04%0.05%0.06%Q4 2019Q3 202316
Mondrian Investment Partners LTD 16160.00%0.07%0.13%Q3 2015Q2 201916
ICW Investment Advisors LLC 16160.75%0.86%1.02%Q4 2019Q3 202316
STATE OF WISCONSIN INVESTMENT BOARD 15150.00%0.01%0.02%Q1 2020Q3 202315
Cutter & CO Brokerage, Inc. 15150.88%1.25%1.63%Q1 2020Q3 202315
UMB Bank, n.a. 870.00%0.01%0.01%Q3 2015Q3 202315
BlackRock Investment Management, LLC 15150.01%0.01%0.02%Q2 2013Q4 201615
Stillwater Capital Advisors, LLC 15150.23%0.50%0.74%Q2 2016Q4 201915
BLACKROCK ADVISORS LLC 15150.00%0.00%0.00%Q2 2013Q4 201615
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
BlackRock Fund Advisors 15150.02%0.03%0.04%Q2 2013Q4 201615
AVIVA PLC 960.00%0.01%0.03%Q4 2019Q3 202315
OFI Advisors LLC 1140.01%0.01%0.02%Q3 2011Q3 201515
Stanley-Laman Group, Ltd. 1210.04%0.21%0.29%Q4 2013Q4 202215
J.P. Morgan Private Wealth Advisors LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
BlackRock Institutional Trust Company, N.A. 15150.01%0.01%0.01%Q2 2013Q4 201615
BlackRock Group LTD 15150.00%0.00%0.00%Q2 2013Q4 201615
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
Freedom Investment Management, Inc. 15150.02%0.03%0.04%Q3 2014Q1 201815
Summit Global Investments 14140.05%0.10%0.13%Q2 2020Q3 202314
OppenheimerFunds, Inc. 14140.00%0.00%0.00%Q4 2015Q1 201914
Handelsbanken Fonder AB 14140.00%0.00%0.01%Q2 2020Q3 202314
HARBOR INVESTMENT ADVISORY, LLC 14140.00%0.01%0.01%Q1 2020Q2 202314
Ellis Investment Partners, LLC 14140.02%0.02%0.02%Q2 2019Q3 202214
CLEARBRIDGE, LLC 14140.11%0.24%0.37%Q4 2014Q1 201814
Wealthspire Advisors, L.P. 14140.00%0.00%0.00%Q4 2015Q1 201914
Squarepoint Ops LLC 410.00%0.00%0.02%Q1 2016Q3 202314
CAROLINAS WEALTH CONSULTING LLC 13130.01%0.01%0.03%Q3 2020Q3 202313
CI INVESTMENTS INC. 13130.00%0.00%0.00%Q3 2020Q3 202313
First Allied Advisory Services, Inc. 510.01%0.02%0.06%Q4 2014Q1 202013
HRT FINANCIAL LP 610.01%0.02%0.07%Q3 2019Q3 202313
Dynamic Technology Lab Private Ltd 210.02%0.10%0.31%Q4 2014Q3 202313
JANE STREET GROUP, LLC 710.00%0.00%0.00%Q3 2014Q3 202313
BROWN BROTHERS HARRIMAN & CO 13130.00%0.00%0.01%Q3 2020Q3 202313
McIlrath & Eck, LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
Commonwealth Equity Services, Inc 13130.00%0.01%0.01%Q3 2014Q3 201713
CARILLON TOWER ADVISERS, INC. 13130.01%0.04%0.06%Q4 2017Q4 202013
Cubist Systematic Strategies, LLC 310.00%0.01%0.02%Q2 2014Q4 202213
ACADIAN ASSET MANAGEMENT LLC 320.00%0.00%0.01%Q4 2014Q3 202212
LCM Capital Management Inc 12120.31%0.35%0.39%Q4 2020Q3 202312
Capital Analysts, LLC 1110.02%0.03%0.03%Q2 2016Q4 201912
NORDEA INVESTMENT MANAGEMENT AB 12120.01%0.01%0.02%Q4 2020Q3 202312
Personal Capital Advisors Corp 12120.05%0.06%0.07%Q1 2020Q4 202212
LORD, ABBETT & CO. LLC 910.01%0.10%0.15%Q2 2013Q4 202212
MACKENZIE FINANCIAL CORP 930.00%0.00%0.01%Q4 2013Q3 202312
Annex Advisory Services, LLC 12120.05%0.12%0.21%Q4 2020Q3 202312
MML INVESTORS SERVICES, LLC 910.00%0.00%0.01%Q2 2019Q3 202312
Meadow Creek Investment Management LLC 12120.00%0.01%0.01%Q4 2016Q3 201912
Elkfork Partners LLC 12120.00%0.01%0.01%Q4 2016Q3 201912
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 12120.13%1.22%1.86%Q4 2020Q3 202312
Cresset Asset Management, LLC 820.00%0.00%0.01%Q4 2018Q3 202312
Glen Harbor Capital Management LLC 12120.01%0.01%0.02%Q4 2016Q3 201912
Virtus Fund Advisers, LLC 1010.00%0.05%0.51%Q2 2014Q4 202212
Tyers Asset Management LLC 12120.00%0.01%0.01%Q4 2016Q3 201912
HERITAGE INVESTORS MANAGEMENT CORP 12120.01%0.01%0.01%Q4 2020Q3 202312
MUFG Americas Holdings Corp 1110.00%0.02%0.04%Q4 2010Q1 201912
RUSSELL FRANK CO/ 12120.00%0.01%0.02%Q2 2013Q1 201612
LIBERTY WEALTH MANAGEMENT LLC 12120.01%0.01%0.01%Q4 2018Q3 202112
Berman Capital Advisors, LLC 12120.00%0.00%0.00%Q4 2018Q3 202112
Legacy Wealth Asset Management, LLC 12120.14%0.17%0.22%Q4 2020Q3 202312
Cutler Group LLC / CA 880.00%0.00%0.01%Q4 2015Q3 201712
American Research & Management Co. 12120.10%0.20%0.28%Q4 2019Q3 202212
Valeo Financial Advisors, LLC 12120.00%0.00%0.00%Q3 2017Q2 202012
APG Asset Management N.V. 12120.02%0.55%0.87%Q4 2020Q3 202312
WINTON GROUP Ltd 620.01%0.04%0.12%Q4 2017Q2 202212
Carroll Financial Associates, Inc. 11110.00%0.00%0.00%Q2 2019Q4 202111
CIM INVESTMENT MANAGEMENT INC 11110.09%0.11%0.13%Q3 2015Q1 201811
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 830.01%0.02%0.04%Q2 2020Q1 202311
Portfolio Strategies, Inc. 740.04%0.05%0.06%Q4 2020Q3 202311
JFS WEALTH ADVISORS, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
UBS AG 660.00%0.00%0.00%Q2 2013Q3 201411
Kensington Investment Counsel, LLC 830.68%0.89%1.23%Q4 2020Q3 202311
Krane Funds Advisors LLC 650.01%0.03%0.05%Q2 2019Q1 202211
Sterling Capital Management LLC 11110.01%0.01%0.02%Q1 2017Q3 201911
Cortina Asset Management, LLC 11110.04%0.42%0.71%Q4 2016Q2 201911
LAZARD ASSET MANAGEMENT LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
VIRGINIA RETIREMENT SYSTEMS ET AL 920.00%0.02%0.03%Q1 2017Q2 202011
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 510.00%0.14%0.67%Q2 2013Q4 202211
Fiduciary Trust Co International of Pennsylvania 11110.16%0.17%0.20%Q2 2017Q4 201911
AlphaCrest Capital Management LLC 650.02%0.05%0.10%Q3 2019Q2 202211
Century Capital Management, LLC 10100.18%0.51%0.90%Q1 2015Q2 201710
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 640.00%0.01%0.02%Q2 2018Q1 202210
XPONANCE, INC. 10100.00%0.00%0.01%Q2 2021Q3 202310
Quantinno Capital Management LP 810.07%0.19%0.45%Q3 2019Q3 202310
State of Wyoming 10100.04%0.08%0.13%Q2 2021Q3 202310
State of New Jersey Common Pension Fund D 10100.01%0.01%0.01%Q2 2021Q3 202310
SeaCrest Wealth Management, LLC 640.02%0.02%0.03%Q4 2017Q2 202210
KB FINANCIAL PARTNERS, LLC 820.00%0.00%0.00%Q1 2021Q3 202310
NATIONAL PENN INVESTORS TRUST CO /PA 640.02%0.03%0.04%Q2 2013Q4 201510
Allworth Financial LP 820.00%0.00%0.00%Q1 2020Q3 202310
Independent Portfolio Consultants, Inc. 910.01%0.17%0.30%Q2 2014Q2 201710
Xact Kapitalforvaltning AB 10100.00%0.01%0.01%Q4 2017Q1 202010
Brinker Capital Investments, LLC 10100.01%0.01%0.01%Q3 2020Q4 202210
DUBUQUE BANK & TRUST CO 910.00%0.03%0.05%Q4 2015Q1 201910
TWO SIGMA ADVISERS, LP 310.00%0.00%0.01%Q2 2013Q3 202210
Tarbox Family Office, Inc. 910.00%0.00%0.00%Q2 2019Q1 202210
Patriot Financial Group Insurance Agency, LLC 10100.00%0.00%0.01%Q1 2020Q2 202210
PALISADE CAPITAL MANAGEMENT, LP 10100.15%0.31%0.47%Q4 2014Q1 201710
Israel Discount Bank of New York 990.02%0.03%0.03%Q1 2017Q1 20199
MEEDER ASSET MANAGEMENT INC 510.00%0.00%0.00%Q3 2019Q3 20229
TD ASSET MANAGEMENT INC 510.00%0.00%0.00%Q3 2018Q1 20239
MARSHALL WACE, LLP 510.00%0.02%0.08%Q2 2014Q3 20239
MANAGED ACCOUNT ADVISORS LLC 990.01%0.01%0.01%Q2 2013Q2 20159
NN Investment Partners Holdings N.V. 510.00%0.00%0.01%Q1 2016Q4 20219
Giverny Capital 990.02%0.03%0.03%Q4 2016Q4 20189
FinTrust Capital Advisors, LLC 810.00%0.00%0.00%Q4 2018Q3 20239
FRANKLIN RESOURCES INC 990.00%0.00%0.00%Q2 2021Q2 20239
Global Retirement Partners, LLC 720.00%0.00%0.00%Q4 2017Q3 20239
Glassman Wealth Services 990.00%0.00%0.00%Q3 2021Q3 20239
Taylor Frigon Capital Management LLC 721.22%1.57%1.83%Q4 2014Q1 20189
NATIXIS ADVISORS, L.P. 990.01%0.01%0.01%Q3 2021Q3 20239
ArrowMark Colorado Holdings LLC 990.02%0.10%0.23%Q3 2014Q3 20169
OneDigital Investment Advisors LLC 990.00%0.00%0.01%Q2 2017Q2 20199
RICE HALL JAMES & ASSOCIATES, LLC 990.44%1.02%1.26%Q2 2015Q2 20179
Maryland State Retirement & Pension System 990.03%0.06%0.13%Q3 2021Q3 20239
EXCHANGE TRADED CONCEPTS, LLC 990.01%0.03%0.06%Q2 2020Q2 20229
Parallax Volatility Advisers, L.P. 210.00%0.00%0.00%Q2 2014Q1 20189
Nichols Asset Management LLC 991.52%1.81%2.02%Q2 2013Q2 20159
Advisory Services Network, LLC 410.00%0.00%0.00%Q4 2018Q1 20239
KBC Group NV 990.00%0.00%0.00%Q3 2021Q3 20239
Avalon Investment & Advisory 990.01%0.05%0.08%Q1 2015Q1 20179
Ergoteles LLC 310.01%0.03%0.09%Q3 2020Q2 20239
Advantage Alpha Capital Partners LP 880.68%1.01%1.60%Q4 2019Q3 20218
FIRST INTERSTATE BANK 880.00%0.00%0.00%Q3 2015Q2 20178
Janney Montgomery Scott LLC 420.00%0.00%0.00%Q1 2020Q3 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.02%0.04%0.05%Q4 2021Q3 20238
B. Metzler seel. Sohn & Co. AG 880.02%0.03%0.07%Q4 2021Q3 20238
HARVEST GROUP WEALTH MANAGEMENT, LLC 880.00%0.00%0.00%Q1 2019Q4 20208
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 420.00%0.01%0.02%Q3 2020Q3 20238
BROWN ADVISORY INC 620.00%0.00%0.00%Q1 2021Q2 20238
Congress Wealth Management LLC / DE / 880.09%0.10%0.10%Q4 2021Q3 20238
Fractal Investments LLC 880.05%0.08%0.12%Q4 2021Q3 20238
PICTET ASSET MANAGEMENT SA 880.00%0.03%0.05%Q3 2021Q2 20238
Bell Investment Advisors, Inc 620.00%0.00%0.00%Q3 2021Q3 20238
MSI Financial Services Inc 880.00%0.00%0.00%Q1 2015Q4 20168
CWM, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
SIMPLEX TRADING, LLC 310.00%0.00%0.01%Q2 2016Q4 20228
AHL Partners LLP 510.01%0.02%0.07%Q2 2015Q4 20178
Hillsdale Investment Management Inc. 530.04%0.15%0.34%Q1 2020Q4 20228
Allspring Global Investments Holdings, LLC 880.01%0.02%0.02%Q4 2021Q3 20238
Lindenwold Advisors, INC 880.13%0.14%0.15%Q4 2021Q3 20238
Zhang Financial LLC 880.06%0.09%0.15%Q4 2021Q3 20238
Paloma Partners Management Co 210.00%0.01%0.02%Q1 2014Q1 20228
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 880.09%0.38%0.45%Q2 2013Q1 20158
PIEDMONT INVESTMENT ADVISORS INC 880.01%0.02%0.04%Q2 2017Q1 20198
SRS Capital Advisors, Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Intelligent Financial Strategies 880.01%0.02%0.02%Q4 2021Q3 20238
abrdn plc 770.02%0.03%0.05%Q3 2017Q1 20197
Placemark Investments, Inc. 770.01%0.01%0.02%Q2 2013Q4 20147
TWO SIGMA INVESTMENTS, LP 210.00%0.00%0.01%Q1 2018Q2 20227
Rehmann Capital Advisory Group 770.00%0.00%0.00%Q1 2018Q3 20197
CIBC Asset Management Inc 610.00%0.00%0.00%Q2 2018Q4 20217
BLAIR WILLIAM & CO/IL 770.00%0.00%0.00%Q2 2013Q4 20147
Lindbrook Capital, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Holocene Advisors, LP 320.01%0.01%0.01%Q4 2017Q2 20217
PRIVATE TRUST CO NA 610.00%0.00%0.00%Q3 2014Q3 20237
Robeco Institutional Asset Management B.V. 770.00%0.00%0.00%Q4 2020Q2 20227
Fieldpoint Private Securities, LLC 770.00%0.01%0.01%Q4 2020Q2 20227
HERITAGE WEALTH MANAGEMENT, LLC 430.04%0.06%0.08%Q1 2021Q4 20227
OXFORD ASSET MANAGEMENT LLP 430.01%0.05%0.08%Q1 2018Q4 20197
Covestor Ltd 430.01%0.02%0.05%Q4 2021Q3 20237
Coastal Bridge Advisors, LLC 770.09%0.11%0.15%Q2 2017Q4 20187
HANCOCK WHITNEY CORP 770.03%0.04%0.05%Q3 2015Q1 20177
Sowell Financial Services LLC 770.00%0.00%0.00%Q3 2019Q1 20217
GSA CAPITAL PARTNERS LLP 210.01%0.05%0.15%Q2 2014Q3 20237
FineMark National Bank & Trust 770.00%0.00%0.00%Q2 2015Q4 20167
Qube Research & Technologies Ltd 510.00%0.00%0.02%Q4 2019Q3 20237
Oliver Luxxe Assets LLC 420.12%0.14%0.19%Q4 2016Q2 20186
SIPHRON CAPITAL MANAGEMENT /CA/ 660.00%0.01%0.01%Q2 2013Q3 20146
REGIONS FINANCIAL CORP 660.00%0.00%0.00%Q4 2017Q1 20196
AMERICAN CAPITAL MANAGEMENT INC 660.09%0.35%0.52%Q3 2017Q4 20186
ETRADE Capital Management LLC 420.01%0.01%0.01%Q2 2018Q4 20196
BOOTHBAY FUND MANAGEMENT, LLC 310.02%0.05%0.05%Q4 2016Q1 20196
Magnus Financial Group LLC 660.03%0.04%0.04%Q1 2019Q2 20206
Savant Capital, LLC 660.12%0.33%0.49%Q1 2014Q2 20156
WELLINGTON MANAGEMENT GROUP LLP 510.00%0.00%0.00%Q3 2013Q1 20236
Concord Wealth Partners 310.00%0.00%0.00%Q1 2021Q4 20226
Rockefeller Capital Management L.P. 660.00%0.00%0.00%Q3 2021Q4 20226
SJS Investment Consulting Inc. 510.00%0.00%0.00%Q1 2022Q3 20236
Perimeter Capital Partners, LLC 660.32%0.71%1.06%Q2 2013Q3 20146
MERCER GLOBAL ADVISORS INC /ADV 660.00%0.00%0.00%Q1 2022Q2 20236
Skandinaviska Enskilda Banken AB (publ) 660.01%0.01%0.02%Q3 2020Q4 20216
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Schubert & Co 660.00%0.00%0.00%Q4 2021Q1 20236
Focused Wealth Management, Inc 660.00%0.01%0.02%Q2 2022Q3 20236
London & Capital Asset Management Ltd 660.03%0.04%0.05%Q1 2019Q2 20206
WADDELL & REED FINANCIAL INC 660.00%0.01%0.02%Q4 2013Q1 20156
BALYASNY ASSET MANAGEMENT L.P. 410.00%0.00%0.01%Q4 2017Q3 20236
TOWNSQUARE CAPITAL LLC 660.01%0.01%0.02%Q2 2022Q3 20236
Orion Portfolio Solutions, LLC 330.00%0.00%0.01%Q4 2019Q3 20236
BRINKER CAPITAL INC 660.01%0.02%0.02%Q1 2019Q2 20206
TAMRO Capital Partners LLC 660.98%1.59%2.38%Q3 2014Q4 20156
UNITED SERVICES AUTOMOBILE ASSOCIATION 660.00%0.00%0.00%Q1 2018Q2 20196
Cornerstone Advisors, Inc. 660.00%0.00%0.00%Q1 2018Q2 20196
Jump Financial, LLC 220.01%0.03%0.05%Q3 2020Q3 20236
PRELUDE CAPITAL MANAGEMENT, LLC 420.00%0.01%0.01%Q3 2013Q1 20156
Disciplined Investments, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
DARUMA CAPITAL MANAGEMENT LLC 660.13%0.14%0.15%Q3 2016Q4 20176
One Wealth Advisors, LLC 410.01%0.04%0.05%Q4 2017Q4 20226
Crestline Management, LP 310.06%0.17%0.27%Q4 2016Q3 20186
Montanaro Asset Management Ltd 660.93%3.07%4.10%Q2 2022Q3 20236
FIDUCIARY MANAGEMENT ASSOCIATES LLC 550.84%1.03%1.24%Q2 2014Q2 20155
Snowden Capital Advisors LLC 320.00%0.02%0.04%Q2 2019Q4 20205
Avion Wealth 550.00%0.00%0.00%Q3 2022Q3 20235
Sumitomo Mitsui Trust Holdings, Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
UNITED CAPITAL FINANCIAL ADVISORS, LLC 550.00%0.00%0.00%Q3 2020Q3 20215
Mirae Asset Global Investments Co., Ltd. 550.00%0.00%0.00%Q3 2022Q3 20235
FORT, L.P. 550.01%0.03%0.04%Q2 2018Q2 20195
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q3 2016Q2 20205
IronBridge Private Wealth, LLC 550.00%0.00%0.00%Q4 2020Q4 20215
NORTHPOINTE CAPITAL LLC 550.18%0.21%0.26%Q2 2013Q2 20145
ASSOCIATED BANC-CORP 210.00%0.01%0.01%Q1 2020Q3 20235
ALGERT GLOBAL LLC 550.01%0.09%0.12%Q3 2021Q3 20225
Dai-ichi Life Insurance Company, Ltd 550.03%0.03%0.04%Q3 2022Q3 20235
Gotham Asset Management, LLC 210.01%0.01%0.02%Q1 2014Q2 20225
BAILARD, INC. 410.01%0.01%0.01%Q4 2020Q1 20225
Graham Capital Management, L.P. 550.01%0.03%0.06%Q3 2022Q3 20235
Trexquant Investment LP 210.02%0.04%0.07%Q1 2015Q1 20225
CLINTON GROUP INC 550.02%0.03%0.03%Q3 2015Q3 20165
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. 550.10%0.19%0.32%Q4 2019Q4 20205
LOS ANGELES CAPITAL MANAGEMENT LLC 410.00%0.00%0.01%Q1 2019Q4 20205
STATE OF MICHIGAN RETIREMENT SYSTEM 550.00%0.04%0.08%Q2 2015Q2 20165
Quadrature Capital Ltd 320.02%0.05%0.09%Q4 2020Q2 20225
TUDOR INVESTMENT CORP ET AL 210.01%0.03%0.06%Q1 2015Q1 20225
BALDWIN BROTHERS LLC/MA 550.05%0.08%0.09%Q4 2022Q4 20235
FARMERS & MERCHANTS INVESTMENTS INC 550.00%0.00%0.00%Q3 2022Q3 20235
SYMPHONY ASSET MANAGEMENT LLC 550.05%0.13%0.18%Q4 2018Q4 20195
6 Meridian 550.02%0.03%0.04%Q4 2020Q4 20215
VOLORIDGE INVESTMENT MANAGEMENT, LLC 310.00%0.01%0.02%Q4 2019Q3 20235
CLEAR INVESTMENT RESEARCH, LLC 550.00%0.00%0.00%Q3 2018Q3 20195
EVERGREEN CAPITAL MANAGEMENT LLC 320.01%0.01%0.01%Q3 2021Q3 20235
ADVISOR PARTNERS II, LLC 550.01%0.01%0.02%Q3 2022Q3 20235
Amundi 550.00%0.00%0.00%Q3 2022Q3 20235
Point72 Hong Kong Ltd 210.00%0.00%0.00%Q2 2018Q1 20225
Ancora Advisors LLC 550.00%0.00%0.00%Q4 2020Q4 20215
WEST PACES ADVISORS INC. 550.00%0.00%0.00%Q2 2021Q2 20225
Schonfeld Strategic Advisors LLC 310.00%0.01%0.01%Q4 2019Q4 20215
CARDEROCK CAPITAL MANAGEMENT INC 550.59%0.77%1.05%Q2 2021Q2 20225
Foundry Partners, LLC 550.06%0.09%0.11%Q1 2020Q1 20215
DELTA ASSET MANAGEMENT LLC/TN 320.00%0.00%0.00%Q3 2015Q1 20185
HOWE & RUSLING INC 550.00%0.01%0.02%Q2 2013Q2 20145
CIDEL ASSET MANAGEMENT INC 550.01%0.02%0.03%Q4 2014Q4 20155
PBMares Wealth Management LLC 550.12%0.14%0.17%Q1 2021Q1 20225
Asset Management One Co., Ltd. 550.00%0.00%0.00%Q3 2022Q3 20235
FEDERATED HERMES, INC. 320.00%0.00%0.00%Q1 2018Q1 20205
A.R.T. Advisors, LLC 210.01%0.04%0.07%Q1 2014Q2 20195
Grantham, Mayo, Van Otterloo & Co. LLC 550.02%0.04%0.06%Q3 2022Q3 20235
Tradition Wealth Management, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Mariner, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
SOPHROSYNE CAPITAL LLC 550.46%0.85%1.67%Q3 2014Q3 20155
BOSTON PRIVATE BANK & TRUST CO 440.00%0.00%0.00%Q2 2014Q1 20154
PICTET ASSET MANAGEMENT LTD 440.01%0.02%0.03%Q3 2020Q2 20214
CHICAGO EQUITY PARTNERS LLC 440.01%0.02%0.02%Q1 2019Q4 20194
Virtu KCG Holdings LLC 210.01%0.01%0.01%Q3 2014Q2 20174
Aquatic Capital Management LLC 310.00%0.03%0.07%Q4 2021Q2 20234
KLR INVESTMENT ADVISORS, LLC 440.22%0.24%0.25%Q4 2022Q3 20234
Park Place Capital Corp 440.00%0.00%0.00%Q4 2022Q3 20234
PERRITT CAPITAL MANAGEMENT INC 440.03%0.03%0.03%Q4 2022Q3 20234
C M BIDWELL & ASSOCIATES LTD 440.01%0.01%0.02%Q1 2020Q4 20204
M&T BANK CORP 440.00%0.00%0.00%Q3 2014Q2 20154
Centiva Capital, LP 220.01%0.02%0.02%Q2 2020Q2 20234
AVIANCE CAPITAL MANAGEMENT, LLC 220.00%0.00%0.01%Q3 2013Q3 20174
Bank Julius Baer & Co. Ltd, Zurich 220.00%0.00%0.01%Q4 2021Q2 20234
HERNDON CAPITAL MANAGEMENT LLC 440.00%0.00%0.00%Q4 2014Q3 20154
C Partners Holding GmbH 440.05%0.08%0.10%Q4 2017Q3 20184
Petrus Trust Company, LTA 110.03%0.04%0.06%Q4 2019Q3 20234
CI Global Investments Inc. 310.16%0.19%0.22%Q3 2013Q3 20144
PUTNAM INVESTMENTS LLC 440.00%0.00%0.00%Q4 2021Q3 20224
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 440.03%0.03%0.04%Q2 2013Q1 20144
Champlain Investment Partners, LLC 440.08%0.28%0.37%Q2 2016Q1 20174
B. Metzler seel. Sohn & Co. Holding AG 440.03%0.03%0.04%Q4 2020Q3 20214
SILVERCREST ASSET MANAGEMENT GROUP LLC 440.03%0.04%0.04%Q3 2019Q2 20204
Steward Financial Group LLC 210.00%0.00%0.00%Q2 2022Q3 20234
Friedberg Investment Management 440.46%0.88%1.06%Q2 2013Q1 20144
ExodusPoint Capital Management, LP 210.00%0.01%0.02%Q2 2020Q1 20234
BENJAMIN EDWARDS INC 440.01%0.02%0.04%Q4 2022Q3 20234
OPPENHEIMER & CO INC 440.03%0.03%0.03%Q2 2013Q1 20144
Baird Financial Group, Inc. 440.00%0.00%0.00%Q3 2021Q2 20224
Checchi Capital Advisers, LLC 440.02%0.03%0.04%Q2 2016Q1 20174
HighTower Advisors, LLC 210.00%0.01%0.02%Q2 2013Q2 20234
JOYN Advisors, Inc. 440.00%0.00%0.00%Q1 2018Q4 20184
Alberta Investment Management Corp 310.00%0.00%0.01%Q4 2021Q2 20234
EAM Investors, LLC 310.30%0.39%0.50%Q2 2014Q4 20214
ELLINGTON MANAGEMENT GROUP LLC 220.04%0.10%0.20%Q2 2013Q4 20164
SageView Advisory Group, LLC 440.03%0.04%0.04%Q4 2022Q3 20234
ADVISOR PARTNERS LLC 440.01%0.02%0.02%Q3 2021Q2 20224
Horizon Kinetics 440.14%0.15%0.17%Q1 2018Q4 20184
ZACKS INVESTMENT MANAGEMENT 440.01%0.02%0.03%Q2 2022Q1 20234
AMERICAN NATIONAL BANK 440.00%0.00%0.00%Q4 2022Q3 20234
Balentine LLC 440.00%0.00%0.00%Q1 2017Q4 20174
ALPS ADVISORS INC 220.00%0.00%0.00%Q1 2015Q4 20204
FIRST MERCANTILE TRUST CO 310.01%0.02%0.07%Q1 2014Q1 20204
U S GLOBAL INVESTORS INC 330.10%0.38%0.54%Q3 2015Q1 20163
Ellsworth Advisors, LLC 331.36%1.40%1.47%Q2 2020Q4 20203
Jefferies Group LLC 110.00%0.00%0.00%Q1 2014Q1 20173
Baldrige Asset Management LLC 330.00%0.00%0.01%Q2 2021Q4 20213
Magnetar Financial LLC 210.00%0.01%0.02%Q1 2017Q2 20183
Gradient Investments LLC 330.00%0.00%0.00%Q4 2015Q2 20163
Trigran Investments, Inc. 331.77%2.30%3.00%Q2 2013Q4 20133
Vanguard Personalized Indexing Management, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
CIBC Private Wealth Group, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
QS Investors, LLC 210.00%0.01%0.02%Q2 2014Q1 20163
EAGLE BOSTON INVESTMENT MANAGEMENT INC 210.02%0.04%0.06%Q1 2015Q2 20183
BOKF, NA 210.01%0.01%0.01%Q4 2013Q3 20143
FORTALEZA ASSET MANAGEMENT INC/ 330.14%0.20%0.33%Q4 2014Q2 20153
FIRST HAWAIIAN BANK 330.00%0.00%0.00%Q3 2018Q1 20193
Voit & Company, LLC 330.49%0.51%0.53%Q1 2020Q3 20203
AIGEN INVESTMENT MANAGEMENT, LP 210.00%0.02%0.04%Q4 2019Q2 20223
ProVise Management Group, LLC 330.07%0.08%0.08%Q2 2013Q4 20133
DRIEHAUS CAPITAL MANAGEMENT LLC 210.09%0.10%0.11%Q4 2014Q1 20163
PARK AVENUE SECURITIES LLC 210.00%0.00%0.00%Q3 2022Q3 20233
Apriem Advisors 330.00%0.00%0.00%Q3 2016Q1 20173
BB&T SECURITIES, LLC 330.01%0.01%0.01%Q2 2014Q4 20143
WEALTHFRONT Corp 330.00%0.00%0.00%Q1 2015Q3 20153
CULLEN/FROST BANKERS, INC. 210.00%0.00%0.00%Q2 2021Q1 20233
Smith Affiliated Capital Corp. 330.04%0.05%0.05%Q1 2015Q3 20153
Marshall Wace North America L.P. 210.00%0.00%0.01%Q3 2019Q3 20203
McAdam, LLC 330.01%0.01%0.01%Q1 2018Q3 20183
Copper Rock Capital Partners, LLC 330.42%0.47%0.51%Q2 2013Q4 20133
CADENCE CAPITAL MANAGEMENT LLC 330.30%0.36%0.44%Q1 2013Q3 20133
JENNISON ASSOCIATES LLC 330.00%0.00%0.00%Q2 2013Q4 20133
Raleigh Capital Management Inc. 330.00%0.00%0.00%Q3 2022Q1 20233
Corient Private Wealth LLC 330.00%0.00%0.00%Q1 2023Q3 20233
SOLARIS ASSET MANAGEMENT LLC 330.00%0.00%0.01%Q3 2016Q1 20173
Y-Intercept (Hong Kong) Ltd 110.05%0.06%0.07%Q1 2022Q3 20233
Manchester Capital Management LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Steward Partners Investment Advisory, LLC 110.00%0.00%0.00%Q3 2018Q3 20223
TURNER INVESTMENTS LLC 330.11%0.13%0.15%Q4 2016Q2 20173
Procyon Advisors, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Origin Asset Management LLP 330.02%0.02%0.03%Q2 2018Q4 20183
Airain ltd 210.02%0.04%0.07%Q1 2014Q1 20153
PARADIGM ASSET MANAGEMENT CO LLC 330.16%0.18%0.21%Q4 2015Q2 20163
JNBA Financial Advisors 330.00%0.00%0.00%Q1 2023Q3 20233
RAYMOND JAMES TRUST N.A. 110.01%0.01%0.01%Q4 2021Q2 20233
NumerixS Investment Technologies Inc 210.01%0.02%0.02%Q4 2018Q2 20203
Quantamental Technologies LLC 210.05%0.07%0.11%Q4 2018Q3 20193
Johnson Financial Group, Inc. 330.00%0.00%0.00%Q2 2021Q4 20213
BDO Wealth Advisors, LLC 330.00%0.00%0.00%Q3 2020Q1 20213
WFG Advisors, LP 330.00%0.00%0.00%Q4 2016Q2 20173
BARINGS LLC 210.01%0.01%0.01%Q2 2013Q4 20163
Sequoia Financial Advisors, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Sageworth Trust Co of South Dakota 330.00%0.01%0.02%Q4 2021Q2 20223
BAXTER BROS INC 330.03%0.03%0.04%Q3 2021Q1 20223
Cetera Advisor Networks LLC 210.00%0.00%0.00%Q2 2020Q1 20233
Bogart Wealth, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
ONTARIO TEACHERS PENSION PLAN BOARD 110.01%0.01%0.01%Q3 2018Q3 20193
Quantitative Systematic Strategies LLC 330.10%0.10%0.10%Q2 2020Q4 20203
Engineers Gate Manager LP 110.01%0.02%0.03%Q2 2020Q4 20223
Empower Advisory Group, LLC 330.06%0.06%0.06%Q1 2023Q3 20233
BAIRD ROBERT W & CO INC /WI/ 330.01%0.01%0.01%Q2 2013Q4 20133
ZRC WEALTH MANAGEMENT, LLC 330.07%0.08%0.08%Q1 2023Q3 20233
ADVISORY RESEARCH INC 330.01%0.02%0.04%Q4 2016Q2 20173
NATIXIS 210.00%0.00%0.00%Q4 2016Q3 20173
Lido Advisors, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Sageworth Trust Co 330.00%0.00%0.00%Q2 2021Q4 20213
DARK FOREST CAPITAL MANAGEMENT LP 110.00%0.01%0.02%Q3 2021Q1 20233
Destiny Wealth Partners, LLC 330.01%0.01%0.02%Q3 2021Q1 20223
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC 330.06%0.07%0.07%Q2 2013Q4 20133
First Trust Direct Indexing L.P. 210.02%0.03%0.03%Q4 2020Q1 20223
XTX Topco Ltd 110.04%0.05%0.06%Q3 2022Q3 20232
Hexagon Capital Partners LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Allred Capital Management, LLC 110.00%0.00%0.00%Q4 2019Q1 20212
Redwood Investment Management, LLC 220.07%0.07%0.08%Q1 2022Q2 20222
DUALITY ADVISERS, LP 110.03%0.10%0.16%Q1 2022Q3 20232
Pacer Advisors, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
361 CAPITAL LLC 220.52%0.52%0.53%Q1 2019Q2 20192
Virtu Financial LLC 110.02%0.02%0.03%Q1 2022Q4 20222
Zions Bancorporation 110.03%0.05%0.07%Q3 2017Q3 20182
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 220.00%0.00%0.00%Q3 2020Q4 20202
AMERICAN CENTURY COMPANIES INC 110.00%0.00%0.00%Q4 2021Q3 20232
Camarda Financial Advisors, LLC 220.01%0.01%0.01%Q1 2019Q2 20192
Beacon Pointe Advisors, LLC 220.01%0.01%0.01%Q3 2021Q4 20212
Edgestream Partners, L.P. 220.17%0.25%0.32%Q2 2023Q3 20232
Gyon Technologies Capital Management, LP 110.02%0.08%0.14%Q1 2021Q4 20222
Granahan Investment Management 220.01%0.01%0.01%Q2 2018Q3 20182
Inspire Advisors, LLC 110.01%0.06%0.11%Q4 2020Q3 20232
Emerald Acquisition Ltd. 220.02%0.02%0.02%Q2 2016Q3 20162
Plante Moran Financial Advisors, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Sigma Planning Corp 220.02%0.02%0.02%Q2 2018Q3 20182
SHAKER INVESTMENTS LLC/OH 220.15%0.15%0.16%Q1 2015Q2 20152
WealthBridge Capital Management, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Vestcor Inc 220.00%0.00%0.00%Q2 2020Q3 20202
NewEdge Advisors, LLC 110.00%0.00%0.01%Q4 2022Q3 20232
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 220.06%0.07%0.08%Q2 2023Q3 20232
EVOKE WEALTH, LLC 220.00%0.00%0.00%Q3 2019Q4 20192
Acrospire Investment Management LLC 110.00%0.04%0.07%Q1 2016Q2 20172
Spot Trading L.L.C 220.01%0.01%0.02%Q4 2013Q1 20142
Spark Investment Management LLC 220.08%0.20%0.33%Q4 2019Q1 20202
Csenge Advisory Group 110.00%0.02%0.04%Q3 2018Q4 20202
FLAGSHIP HARBOR ADVISORS, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Farther Finance Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Gary Goldberg Planning Services Inc 220.01%0.01%0.01%Q1 2013Q2 20132
Stratos Wealth Partners, LTD. 220.00%0.00%0.00%Q4 2017Q1 20182
Fortitude Advisory Group L.L.C. 220.00%0.00%0.00%Q4 2021Q1 20222
BENJAMIN F. EDWARDS & COMPANY, INC. 110.00%0.00%0.00%Q4 2019Q2 20202
Numeric Investors LLC 110.00%0.00%0.01%Q1 2015Q3 20162
Kessler Investment Group, LLC 220.22%0.27%0.32%Q2 2013Q3 20132
Well Done, LLC 110.00%0.00%0.00%Q1 2018Q4 20182
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
TIEDEMANN ADVISORS, LLC 110.04%0.04%0.04%Q4 2016Q3 20172
NEXT Financial Group, Inc 220.00%0.00%0.00%Q3 2021Q4 20212
Eagle Bay Advisors LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Financial Gravity Asset Management, Inc. 220.00%0.04%0.07%Q4 2019Q1 20202
Penserra Capital Management LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Intercontinental Wealth Advisors, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Virtus Investment Advisers, Inc. 220.10%0.13%0.15%Q3 2022Q4 20222
BRYN MAWR CAPITAL MANAGEMENT INC 110.03%0.05%0.08%Q2 2014Q1 20152
MOODY NATIONAL BANK TRUST DIVISION 220.00%0.00%0.00%Q4 2018Q1 20192
MARINO, STRAM & ASSOCIATES LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Bellwether Investment Group, LLC 220.03%0.05%0.07%Q4 2016Q1 20172
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Laurion Capital Management LP 110.00%0.01%0.01%Q4 2019Q2 20202
BBVA USA 220.01%0.01%0.01%Q2 2021Q3 20212
GAM SYSTEMATIC LLP 220.08%0.13%0.18%Q1 2016Q2 20162
CSat Investment Advisory, L.P. 220.00%0.00%0.00%Q2 2020Q3 20202
Calamos Advisors LLC 220.00%0.00%0.00%Q2 2013Q3 20132
CAXTON ASSOCIATES LP 220.03%0.04%0.05%Q2 2022Q3 20222
GoalVest Advisory LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Asset Dedication, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Illinois Municipal Retirement Fund 110.04%0.04%0.04%Q3 2023Q3 20231
BRANDYWINE OAK PRIVATE WEALTH LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Millburn Ridgefield Corp 110.00%0.00%0.00%Q3 2023Q3 20231
Clarus Wealth Advisors 110.08%0.08%0.08%Q2 2019Q2 20191
Bartlett & Co. LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Mitsubishi UFJ Asset Management Co., Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
MISSION WEALTH MANAGEMENT, LP 110.01%0.01%0.01%Q2 2023Q2 20231
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
TSFG, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
CANADA PENSION PLAN INVESTMENT BOARD 110.00%0.00%0.00%Q2 2020Q2 20201
Carnegie Capital Asset Management, LLC 110.02%0.02%0.02%Q3 2018Q3 20181
DEERE & CO 110.04%0.04%0.04%Q1 2014Q1 20141
SG3 Management, LLC 110.17%0.17%0.17%Q3 2018Q3 20181
AMP Capital Investors Ltd 110.00%0.00%0.00%Q2 2013Q2 20131
Pearl River Capital, LLC 110.21%0.21%0.21%Q4 2018Q4 20181
Yorktown Management & Research Co Inc 110.28%0.28%0.28%Q1 2020Q1 20201
TFS CAPITAL LLC 110.02%0.02%0.02%Q3 2013Q3 20131
Castleview Partners, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Avior Wealth Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Bill Few Associates, Inc. 110.12%0.12%0.12%Q4 2021Q4 20211
Jane Street Holding, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
WHITTIER TRUST CO 110.00%0.00%0.00%Q1 2015Q1 20151
Financial Advocates Investment Management 110.02%0.02%0.02%Q3 2022Q3 20221
Spectrum Management Group, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
COMERICA SECURITIES,INC. 110.00%0.00%0.00%Q4 2022Q4 20221
Mosaic Family Wealth, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
LGT Financial Advisors LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Ruggie Capital Group 110.00%0.00%0.00%Q2 2019Q2 20191
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 110.06%0.06%0.06%Q3 2013Q3 20131
STEVENS CAPITAL MANAGEMENT LP 110.01%0.01%0.01%Q2 2014Q2 20141
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Karp Capital Management Corp 110.01%0.01%0.01%Q1 2017Q1 20171
Financial Enhancement Group LLC 110.15%0.15%0.15%Q4 2021Q4 20211
Authentikos Wealth Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Hightower 6M Holding, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q1 2020Q1 20201
Irish Life Investment Managers Ltd. 110.00%0.00%0.00%Q2 2013Q2 20131
BlueCrest Capital Management Ltd 110.01%0.01%0.01%Q3 2015Q3 20151
Skye Global Management LP 110.02%0.02%0.02%Q3 2020Q3 20201
Dixon Hughes Goodman Wealth Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 110.01%0.01%0.01%Q2 2013Q2 20131
CAMBRIDGE TRUST CO 110.00%0.00%0.00%Q4 2021Q4 20211
Visium Asset Management, LP 110.01%0.01%0.01%Q2 2014Q2 20141
Lebenthal Global Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Cupps Capital Management, LLC 110.30%0.30%0.30%Q4 2015Q4 20151
KESTRA PRIVATE WEALTH SERVICES, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
CLEAR STREET MARKETS LLC 110.08%0.08%0.08%Q1 2017Q1 20171
FREEDOM WEALTH ALLIANCE, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Grove Bank & Trust 110.00%0.00%0.00%Q3 2023Q3 20231
THB ASSET MANAGEMENT 110.05%0.05%0.05%Q3 2014Q3 20141
Biondo Investment Advisors, LLC 110.05%0.05%0.05%Q2 2019Q2 20191
HIGHBRIDGE CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q4 2016Q4 20161
MOSELEY INVESTMENT MANAGEMENT INC 110.28%0.28%0.28%Q2 2022Q2 20221
TRUST DEPARTMENT MB FINANCIAL BANK N A 110.00%0.00%0.00%Q1 2018Q1 20181
ZEKE CAPITAL ADVISORS, LLC 110.02%0.02%0.02%Q2 2018Q2 20181
ENTERPRISE FINANCIAL SERVICES CORP 110.01%0.01%0.01%Q2 2021Q2 20211
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.04%0.04%0.04%Q2 2015Q2 20151
Norway Savings Bank 110.02%0.02%0.02%Q3 2020Q3 20201
Pictet Asset Management Holding SA 110.00%0.00%0.00%Q3 2023Q3 20231
MIZUHO SECURITIES USA LLC 110.03%0.03%0.03%Q3 2022Q3 20221
DEAN INVESTMENT ASSOCIATES, LLC 110.17%0.17%0.17%Q3 2014Q3 20141
Abundance Wealth Counselors 110.02%0.02%0.02%Q1 2021Q1 20211
LOOMIS SAYLES & CO L P 110.00%0.00%0.00%Q4 2014Q4 20141
Catalyst Capital Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Financial Management Professionals, Inc. 110.00%0.00%0.00%Q2 2016Q2 20161
Point72 Asset Management, L.P. 110.00%0.00%0.00%Q2 2019Q2 20191
Point72 Middle East FZE 110.00%0.00%0.00%Q4 2022Q4 20221
ARGENT CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Integre Asset Management, LLC 110.17%0.17%0.17%Q3 2015Q3 20151
Sunbelt Securities, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Stonehage Fleming (UK) Ltd 110.01%0.01%0.01%Q4 2014Q4 20141
FNY Investment Advisers, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
COWEN INC. 110.02%0.02%0.02%Q1 2015Q1 20151
CAPITAL FUND MANAGEMENT S.A. 110.01%0.01%0.01%Q1 2014Q1 20141
MISSOURI VALLEY PARTNERS, INC. 110.33%0.33%0.33%Q3 2013Q3 20131
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Nine Chapters Capital Management LLC 110.02%0.02%0.02%Q2 2014Q2 20141
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Motley Fool Asset Management LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Great Diamond Partners, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Ground Swell Capital, LLC 110.04%0.04%0.04%Q3 2014Q3 20141
Verition Fund Management LLC 110.02%0.02%0.02%Q2 2017Q2 20171
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Kestra Advisory Services, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Winslow, Evans & Crocker, Inc. 110.00%0.00%0.00%Q1 2019Q1 20191
Amalgamated Financial Corp. 110.02%0.02%0.02%Q1 2022Q1 20221
Dean Capital Management 110.55%0.55%0.55%Q3 2014Q3 20141
ETF MANAGERS GROUP, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
PACES FERRY WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Legacy Financial Advisors, Inc. 110.00%0.00%0.00%Q1 2019Q1 20191
ADIRONDACK TRUST CO 110.01%0.01%0.01%Q3 2021Q3 20211
MYCIO WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
Lebenthal Asset Management, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
YorkBridge Wealth Partners, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Trivant Custom Portfolio Group, LLC 110.06%0.06%0.06%Q1 2023Q1 20231
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
Claybrook Capital, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
B. Riley Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2014Q4 20141
Princeton Alpha Management LP 110.06%0.06%0.06%Q2 2014Q2 20141
Campbell & CO Investment Adviser LLC 110.16%0.16%0.16%Q3 2020Q3 20201
INCEPTIONR LLC 110.16%0.16%0.16%Q2 2023Q2 20231
FULLER & THALER ASSET MANAGEMENT, INC. 110.00%0.00%0.00%Q3 2015Q3 20151
Invictus RG 110.36%0.36%0.36%Q2 2018Q2 20181
Parametrica Management Ltd 110.59%0.59%0.59%Q1 2019Q1 20191
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q3 2013Q3 20131
Ada Investment Management, LP 110.16%0.16%0.16%Q4 2015Q4 20151
Operose Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
SIGNET FINANCIAL MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
VALLEY WEALTH MANAGERS, INC. 110.00%0.00%0.00%Q4 2022Q4 20221
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
DekaBank Deutsche Girozentrale 110.01%0.01%0.01%Q3 2023Q3 20231
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Moloney Securities Asset Management, LLC 110.17%0.17%0.17%Q4 2021Q4 20211
MAVERICK CAPITAL LTD 110.05%0.05%0.05%Q4 2018Q4 20181
Invictus RG Pte. Ltd. 110.16%0.16%0.16%Q3 2015Q3 20151
QRG CAPITAL MANAGEMENT, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
CX Institutional 110.06%0.06%0.06%Q4 2022Q4 20221
LBA Wealth Management, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
O'Brien Greene & Co. Inc 110.13%0.13%0.13%Q4 2018Q4 20181
Wealthcare Advisory Partners LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Financial Architects, Inc 110.00%0.00%0.00%Q1 2017Q1 20171
Fortis Capital Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Rothschild Capital Partners, LLC 110.65%0.65%0.65%Q1 2015Q1 20151
Clearstead Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Cordant, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Founders Financial Alliance, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
External links

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