BANK MONTREAL QUE shareholder history

Current and past BANK MONTREAL QUE shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
ROYAL BANK OF CANADA 45450.00%0.65%2.82%Q2 2013Q2 2024133
SUSQUEHANNA INTERNATIONAL GROUP, LLP 45450.00%0.00%0.01%Q2 2013Q2 2024114
BANK OF MONTREAL /CAN/ 45450.00%0.45%1.36%Q2 2013Q2 2024109
Citadel Advisors 3220.00%0.01%0.07%Q2 2013Q2 2024105
Walleye Trading LLC 45450.00%0.01%0.06%Q2 2013Q2 2024102
BARCLAYS PLC 45450.00%0.00%0.03%Q2 2013Q2 2024101
BANK OF AMERICA CORP /DE/ 45450.00%0.01%0.04%Q2 2013Q2 202492
GOLDMAN SACHS GROUP INC 4540.00%0.02%0.08%Q1 2012Q2 202484
Cutler Group LLC / CA 33330.00%0.01%0.12%Q4 2015Q4 202379
TORONTO DOMINION BANK 3920.10%1.90%7.81%Q1 2013Q2 202477
CIBC WORLD MARKET INC. 45450.02%2.99%7.84%Q2 2013Q2 202477
D. E. Shaw & Co., Inc. 2710.00%0.02%0.12%Q2 2013Q2 202477
HSBC HOLDINGS PLC 50500.00%0.03%0.16%Q1 2012Q2 202476
CITIGROUP INC 45450.00%0.02%0.06%Q2 2013Q2 202469
Twin Tree Management, LP 2610.00%0.05%0.69%Q4 2012Q2 202462
MILLENNIUM MANAGEMENT LLC 1450.00%0.02%0.09%Q2 2013Q2 202462
Dixon Mitchell Investment Counsel Inc. 5380.02%0.95%6.36%Q4 2006Q2 202461
JANE STREET GROUP, LLC 3410.00%0.01%0.05%Q1 2014Q2 202457
CAPITAL FUND MANAGEMENT S.A. 1510.00%0.02%0.10%Q2 2013Q2 202456
HUNTINGTON NATIONAL BANK 3940.00%0.01%0.08%Q3 2009Q2 202456
PUBLIC SECTOR PENSION INVESTMENT BOARD 45450.01%0.31%0.81%Q2 2013Q2 202455
BANK OF NOVA SCOTIA 29160.01%3.35%7.91%Q1 2013Q2 202455
Zurcher Kantonalbank (Zurich Cantonalbank) 51510.05%0.12%0.30%Q4 2011Q2 202451
SCOTIA CAPITAL INC. 28160.05%1.73%2.99%Q2 2013Q2 202451
UBS Group AG 39390.00%0.01%0.03%Q4 2014Q2 202450
Cumberland Partners Ltd 47470.08%0.59%4.07%Q4 2012Q2 202447
Parallax Volatility Advisers, L.P. 1110.00%0.00%0.03%Q2 2014Q1 202446
Baskin Financial Services Inc. 4010.02%0.20%0.48%Q1 2011Q2 202446
DEUTSCHE BANK AG\ 44440.00%0.04%0.10%Q3 2013Q2 202446
WOLVERINE TRADING, LLC 610.00%0.01%0.03%Q3 2016Q2 202446
NORGES BANK 4210.08%0.17%0.24%Q2 2012Q2 202446
NWAM LLC 32140.01%0.11%0.23%Q3 2012Q1 202446
HighTower Advisors, LLC 1880.00%0.03%0.10%Q2 2013Q2 202445
Alberta Investment Management Corp 45450.41%1.40%2.59%Q2 2013Q2 202445
RAYMOND JAMES & ASSOCIATES 45450.00%0.02%0.19%Q2 2013Q2 202445
Bank of New York Mellon Corp 45450.01%0.02%0.03%Q2 2013Q2 202445
US BANCORP \DE\ 45450.00%0.01%0.03%Q2 2013Q2 202445
Advisors Asset Management, Inc. 45450.01%0.02%0.03%Q2 2013Q2 202445
LETKO, BROSSEAU & ASSOCIATES INC 45452.85%3.47%4.00%Q2 2013Q2 202445
PRUDENTIAL FINANCIAL INC 45450.00%0.00%0.00%Q2 2013Q2 202445
FRANKLIN RESOURCES INC 45450.01%0.14%0.24%Q2 2013Q2 202445
BENJAMIN F. EDWARDS & COMPANY, INC. 45450.01%0.05%0.14%Q2 2013Q2 202445
VANGUARD GROUP INC 45450.00%0.04%0.06%Q2 2013Q2 202445
FMR LLC 45450.01%0.03%0.12%Q2 2013Q2 202445
MANUFACTURERS LIFE INSURANCE COMPANY, THE 45450.00%0.21%0.44%Q2 2013Q2 202445
Smithfield Trust Co 45450.01%0.05%0.09%Q2 2013Q2 202445
Fiera Capital Corp 45450.10%0.64%1.76%Q2 2013Q2 202445
FEDERATED HERMES, INC. 45450.01%0.03%0.15%Q2 2013Q2 202445
AXA S.A. 45450.00%0.14%0.28%Q2 2013Q2 202445
CIBC Asset Management Inc 45451.31%3.34%5.03%Q2 2013Q2 202445
Invesco Ltd. 45450.01%0.02%0.04%Q2 2013Q2 202445
WELLS FARGO & COMPANY/MN 45450.00%0.01%0.02%Q2 2013Q2 202445
PNC FINANCIAL SERVICES GROUP, INC. 45450.00%0.00%0.00%Q2 2013Q2 202445
AVIVA PLC 45450.07%0.14%0.25%Q2 2013Q2 202445
TD ASSET MANAGEMENT INC 45451.23%2.34%3.59%Q2 2013Q2 202445
MACKENZIE FINANCIAL CORP 33110.00%1.45%2.63%Q2 2013Q2 202445
FIFTH THIRD BANCORP 45450.00%0.00%0.01%Q2 2013Q2 202445
FIRST TRUST ADVISORS LP 45450.02%0.05%0.10%Q2 2013Q2 202445
BLAIR WILLIAM & CO/IL 45450.00%0.00%0.01%Q2 2013Q2 202445
INTACT INVESTMENT MANAGEMENT INC. 45450.10%2.37%5.53%Q2 2013Q2 202445
ASSOCIATED BANC-CORP 45450.02%0.05%0.09%Q2 2013Q2 202445
Hillsdale Investment Management Inc. 45450.13%1.62%5.77%Q2 2013Q2 202445
WELLINGTON MANAGEMENT GROUP LLP 45450.00%0.00%0.00%Q2 2013Q2 202445
NORTH STAR ASSET MANAGEMENT INC 45450.03%0.12%0.38%Q2 2013Q2 202445
Allianz Asset Management GmbH 45450.01%0.05%0.11%Q2 2013Q2 202445
ALLIANCEBERNSTEIN L.P. 45450.00%0.02%0.07%Q2 2013Q2 202445
DAVIS-REA LTD. 45450.22%1.17%2.82%Q2 2013Q2 202445
Legal & General Group Plc 45450.08%0.16%0.25%Q2 2013Q2 202445
APG Asset Management N.V. 45450.00%0.12%0.41%Q2 2013Q2 202445
LPL Financial LLC 45450.00%0.01%0.02%Q2 2013Q2 202445
GUARDIAN CAPITAL LP 45450.85%4.96%9.39%Q2 2013Q2 202445
Tower Research Capital LLC (TRC) 45450.00%0.03%0.34%Q2 2013Q2 202445
Rathbones Group PLC 45450.02%0.15%0.50%Q2 2013Q2 202445
JPMORGAN CHASE & CO 45450.01%0.02%0.05%Q2 2013Q2 202445
DIMENSIONAL FUND ADVISORS LP 45450.00%0.09%0.14%Q2 2013Q2 202445
1832 Asset Management L.P. 45450.09%0.66%1.44%Q2 2013Q2 202445
JARISLOWSKY, FRASER Ltd 45450.06%0.21%2.67%Q2 2013Q2 202445
AMERIPRISE FINANCIAL INC 45450.00%0.02%0.09%Q2 2013Q2 202445
GUARDIAN CAPITAL ADVISORS LP 45450.20%3.49%4.34%Q2 2013Q2 202445
NORTHERN TRUST CORP 45450.00%0.01%0.01%Q2 2013Q2 202445
MORGAN STANLEY 45450.01%0.02%0.04%Q2 2013Q2 202445
D.A. DAVIDSON & CO. 22170.00%0.01%0.02%Q2 2013Q2 202444
THOMPSON INVESTMENT MANAGEMENT, INC. 27170.04%0.08%0.20%Q2 2013Q2 202444
First Horizon Advisors, Inc. 44440.00%0.00%0.02%Q3 2013Q2 202444
FINANCIAL COUNSELORS INC 31130.01%0.03%0.06%Q2 2013Q2 202444
JCIC Asset Management Inc. 3680.04%0.85%6.95%Q2 2013Q2 202444
CANADA LIFE ASSURANCE Co 23210.07%0.80%1.71%Q2 2013Q2 202444
DekaBank Deutsche Girozentrale 44440.02%0.10%0.29%Q3 2013Q2 202444
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 31130.00%0.01%0.01%Q2 2013Q2 202444
Laird Norton Wetherby Wealth Management, LLC 44440.06%0.10%0.13%Q3 2013Q2 202444
K.J. Harrison & Partners Inc 44440.10%0.80%2.35%Q3 2013Q2 202444
Sumitomo Mitsui Trust Holdings, Inc. 44440.09%0.17%0.26%Q2 2013Q1 202444
Creative Planning 3680.00%0.00%0.01%Q2 2013Q2 202444
BANK OF NOVA SCOTIA TRUST CO 28163.55%5.36%6.52%Q2 2013Q2 202444
Ipswich Investment Management Co., Inc. 24200.13%0.25%0.40%Q2 2013Q2 202444
ST GERMAIN D J CO INC 3950.00%1.64%3.00%Q2 2013Q2 202444
BROWN BROTHERS HARRIMAN & CO 4220.00%0.00%0.00%Q1 2013Q2 202444
CANADA PENSION PLAN INVESTMENT BOARD 34100.00%0.18%0.51%Q2 2013Q2 202444
ENVESTNET ASSET MANAGEMENT INC 23210.00%0.00%0.01%Q2 2013Q2 202444
Addenda Capital Inc. 23200.05%1.62%4.50%Q2 2013Q2 202443
First American Bank 2040.04%0.13%0.41%Q2 2013Q2 202443
TRUST CO OF VERMONT 3310.01%0.03%0.09%Q2 2013Q2 202443
Tradewinds Capital Management, LLC 43430.00%0.01%0.03%Q4 2013Q2 202443
Gradient Investments LLC 2760.00%0.00%0.02%Q2 2013Q2 202443
GLENMEDE TRUST CO NA 3670.00%0.00%0.01%Q2 2013Q1 202443
Gulf International Bank (UK) Ltd 43430.01%0.11%0.31%Q4 2013Q2 202443
Sandy Spring Bank 3130.00%0.01%0.02%Q2 2013Q2 202443
STATE STREET CORP 3580.00%0.00%0.00%Q2 2013Q2 202443
Johnson Financial Group, Inc. 4210.00%0.21%0.66%Q2 2013Q2 202443
Burgundy Asset Management Ltd. 3850.01%0.08%0.19%Q2 2013Q2 202443
Connor, Clark & Lunn Investment Management Ltd. 42420.74%2.15%3.28%Q1 2014Q2 202442
LINCLUDEN MANAGEMENT LTD 42420.01%4.30%36.12%Q2 2013Q3 202342
CENTRAL TRUST Co 28140.00%0.01%0.06%Q2 2013Q2 202442
Texas Yale Capital Corp. 42420.04%0.06%0.10%Q1 2014Q2 202442
PINNACLE FINANCIAL PARTNERS INC 42420.10%0.32%0.49%Q1 2014Q2 202442
STATE OF WISCONSIN INVESTMENT BOARD 42420.03%0.10%0.24%Q2 2013Q3 202342
PUZO MICHAEL J 1790.07%0.13%0.20%Q2 2013Q2 202442
Curbstone Financial Management Corp 42420.21%0.50%0.89%Q1 2014Q2 202442
North Star Investment Management Corp. 42420.01%0.04%0.10%Q1 2014Q2 202442
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 42420.01%0.02%0.05%Q1 2014Q2 202442
STIFEL FINANCIAL CORP 42420.01%0.05%0.28%Q1 2014Q2 202442
SEGALL BRYANT & HAMILL, LLC 42420.00%0.01%0.02%Q1 2013Q2 202342
CREDIT SUISSE AG/ 42420.05%0.11%0.18%Q4 2013Q1 202442
VAN ECK ASSOCIATES CORP 26150.00%0.00%0.02%Q2 2013Q2 202441
NAPLES GLOBAL ADVISORS, LLC 41410.12%0.32%0.63%Q2 2014Q2 202441
GUGGENHEIM CAPITAL LLC 2820.00%0.01%0.04%Q2 2013Q2 202441
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 41410.01%0.53%2.46%Q2 2014Q2 202441
Cardinal Capital Management, Inc. 41410.92%5.85%7.26%Q2 2014Q2 202441
ACADIAN ASSET MANAGEMENT LLC 2310.00%1.18%2.49%Q3 2013Q2 202441
Winch Advisory Services, LLC 3830.01%0.03%0.10%Q1 2014Q2 202441
PEAK6 Investments LLC 1010.00%0.01%0.04%Q3 2018Q2 202440
Compagnie Lombard Odier SCmA 3820.00%0.01%0.03%Q4 2013Q4 202340
FIRST BUSINESS FINANCIAL SERVICES, INC. 40400.03%0.07%0.13%Q2 2013Q1 202340
M&T BANK CORP 40400.01%0.03%0.04%Q3 2014Q2 202440
Dorsey & Whitney Trust CO LLC 3640.04%0.06%0.08%Q1 2014Q2 202440
Cambridge Investment Research Advisors, Inc. 1510.00%0.01%0.04%Q2 2013Q2 202440
COMERICA BANK 39390.01%0.02%0.02%Q2 2013Q4 202239
PEAK6 Group LLC 1720.00%0.01%0.07%Q2 2013Q2 201839
AMF Tjanstepension AB 39390.07%0.33%0.62%Q4 2014Q2 202439
PineBridge Investments, L.P. 2950.00%0.13%0.41%Q2 2013Q2 202439
Korea Investment CORP 3810.04%0.10%0.18%Q1 2014Q2 202439
OARSMAN CAPITAL, INC. 27120.08%0.20%0.44%Q2 2013Q4 202339
CIDEL ASSET MANAGEMENT INC 39391.64%3.80%5.17%Q4 2014Q2 202439
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2120.00%0.56%1.73%Q2 2013Q2 202439
Renaissance Technologies 3210.00%0.04%0.11%Q2 2013Q1 202438
NOMURA ASSET MANAGEMENT CO LTD 1520.00%0.00%0.01%Q2 2013Q2 202438
TODD ASSET MANAGEMENT LLC 3170.03%0.51%0.94%Q2 2013Q2 202338
Hudock, Inc. 38380.02%0.10%0.51%Q2 2013Q3 202238
Candriam S.C.A. 3440.00%0.07%0.30%Q4 2014Q2 202438
JOHNSON INVESTMENT COUNSEL INC 2230.00%0.01%0.02%Q2 2013Q4 202338
EATON VANCE MANAGEMENT 38380.00%0.01%0.02%Q2 2013Q3 202238
Grantham, Mayo, Van Otterloo & Co. LLC 1830.01%0.15%0.64%Q2 2013Q4 202338
AGF INVESTMENTS INC. 38380.07%0.56%1.31%Q2 2013Q3 202238
DORCHESTER WEALTH MANAGEMENT Co 37372.45%3.74%4.48%Q2 2015Q2 202437
BANK OF HAWAII 37370.02%0.05%0.12%Q2 2013Q2 202237
Baird Financial Group, Inc. 37370.01%0.02%0.05%Q2 2015Q2 202437
American Assets Investment Management, LLC 37370.38%0.79%1.29%Q2 2015Q2 202437
Archford Capital Strategies, LLC 2710.00%0.27%0.69%Q1 2014Q3 202337
BESSEMER GROUP INC 1910.00%0.00%0.06%Q2 2013Q2 202436
UNITED SERVICES AUTOMOBILE ASSOCIATION 26100.01%0.12%0.57%Q2 2013Q2 202436
QUADRANT CAPITAL GROUP LLC 3510.00%0.03%0.06%Q2 2015Q2 202436
NATIXIS 1410.00%0.07%0.27%Q2 2013Q2 202436
SIGNATUREFD, LLC 2620.00%0.02%0.05%Q4 2013Q2 202436
Azimuth Capital Management LLC 36360.17%0.27%0.37%Q2 2013Q1 202236
Legacy Capital Partners, Inc. 36361.46%2.36%2.93%Q2 2013Q1 202236
Busey Bank 2610.02%0.06%0.12%Q1 2015Q2 202436
Raymond James Financial Services Advisors, Inc. 36360.00%0.01%0.02%Q3 2015Q2 202436
Silver Lake Advisory, LLC 36360.89%1.63%2.10%Q3 2015Q2 202436
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.01%0.02%0.04%Q2 2013Q1 202236
ASSETMARK, INC 35350.00%0.00%0.00%Q4 2015Q2 202435
VIRGINIA RETIREMENT SYSTEMS ET Al 24110.00%0.30%0.75%Q2 2013Q1 202235
OMERS ADMINISTRATION Corp 23120.18%2.30%4.06%Q3 2015Q2 202435
TWO SIGMA INVESTMENTS, LP 910.00%0.11%0.37%Q1 2014Q2 202435
BLUESTEIN R H & CO LLC 2780.01%0.02%0.04%Q2 2013Q3 202235
MOTCO 2320.00%0.09%0.34%Q2 2013Q1 202435
PORTLAND INVESTMENT COUNSEL INC. 2780.14%2.55%11.13%Q4 2014Q2 202435
Patten Group, Inc. 19160.07%0.12%0.19%Q2 2015Q1 202435
Cordasco Financial Network 35350.13%0.49%1.87%Q4 2013Q2 202235
KINGS POINT CAPITAL MANAGEMENT 3320.00%0.01%0.02%Q2 2013Q1 202235
OLD NATIONAL BANCORP /IN/ 1720.00%0.02%0.03%Q2 2014Q2 202434
Tarbox Family Office, Inc. 34340.00%0.00%0.00%Q4 2013Q1 202234
AMP Capital Investors Ltd 34340.06%0.11%0.15%Q2 2013Q3 202134
J.P. Morgan Private Wealth Advisors LLC 1810.00%0.00%0.01%Q4 2013Q1 202334
PRICE T ROWE ASSOCIATES INC /MD/ 34340.00%0.00%0.00%Q1 2014Q2 202234
SCHRODER INVESTMENT MANAGEMENT GROUP 34340.00%0.02%0.07%Q3 2013Q4 202134
PANAGORA ASSET MANAGEMENT INC 33330.00%0.02%0.18%Q2 2013Q2 202133
BNP PARIBAS FINANCIAL MARKETS 3010.00%0.00%0.02%Q2 2013Q2 202433
ENTERPRISE FINANCIAL SERVICES CORP 33330.01%0.02%0.04%Q2 2013Q2 202133
Private Advisor Group, LLC 1410.00%0.02%0.13%Q1 2014Q2 202433
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 2010.02%0.37%0.84%Q2 2013Q4 202233
PICTET ASSET MANAGEMENT LTD 33330.00%0.01%0.04%Q2 2013Q2 202133
Janney Montgomery Scott LLC 1820.00%0.02%0.08%Q2 2013Q2 202433
DUNCKER STREETT & CO INC 2520.01%0.02%0.05%Q2 2013Q4 202233
ClearBridge Investments 2910.00%0.01%0.08%Q2 2013Q2 202433
WHITTIER TRUST CO 3020.00%0.00%0.01%Q2 2013Q2 202432
TWO SIGMA ADVISERS, LP 1810.00%0.05%0.12%Q1 2014Q2 202432
IFP Advisors, Inc 1480.00%0.00%0.01%Q4 2015Q2 202432
COMMERCE BANK 32320.00%0.00%0.01%Q3 2016Q2 202432
Cubist Systematic Strategies, LLC 1710.00%0.02%0.11%Q3 2014Q2 202432
CREDIT AGRICOLE S A 18140.00%0.04%0.11%Q2 2013Q2 202432
WEBSTER BANK, N. A. 31310.01%0.02%0.02%Q4 2016Q2 202431
Spot Trading L.L.C 950.00%0.01%0.04%Q2 2013Q1 201731
Bogart Wealth, LLC 31310.01%0.51%1.64%Q4 2016Q2 202431
SHELL ASSET MANAGEMENT CO 31310.05%0.24%0.58%Q3 2016Q1 202431
DIXON HUBARD FEINOUR & BROWN INC/VA 1660.03%0.07%0.10%Q2 2013Q2 202231
Parallel Advisors, LLC 31310.01%0.01%0.03%Q4 2016Q2 202431
Aperio Group, LLC 31310.06%0.16%0.25%Q2 2013Q4 202031
LSV ASSET MANAGEMENT 31310.00%0.01%0.01%Q3 2014Q1 202231
Russell Investments Group, Ltd. 31310.00%0.09%0.26%Q4 2016Q2 202431
GEODE CAPITAL MANAGEMENT, LLC 31310.00%0.02%0.03%Q4 2016Q2 202431
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 2640.09%0.16%0.23%Q4 2015Q2 202330
PCJ Investment Counsel Ltd. 15150.49%3.16%5.92%Q4 2016Q2 202430
ROWLANDMILLER & PARTNERS.ADV 30300.08%0.11%0.15%Q1 2017Q2 202430
Focused Wealth Management, Inc 19110.00%0.00%0.01%Q3 2015Q4 202330
OPPENHEIMER & CO INC 2640.01%0.01%0.02%Q3 2013Q2 202430
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 30300.01%0.11%0.54%Q3 2013Q4 202030
Lubar & Co., Inc 30302.59%6.27%16.74%Q3 2013Q4 202030
LS Investment Advisors, LLC 29290.00%0.00%0.01%Q2 2013Q2 202029
EXANE DERIVATIVES 1240.00%0.10%0.52%Q4 2014Q1 202229
TWO SIGMA SECURITIES, LLC 510.00%0.01%0.02%Q1 2018Q2 202429
Boltwood Capital Management 29290.10%0.16%0.21%Q2 2017Q2 202429
FORSTA AP-FONDEN 2720.11%0.26%0.46%Q1 2017Q2 202429
FIL Ltd 2540.01%0.33%1.09%Q2 2013Q2 202429
Crescent Grove Advisors, LLC 29290.07%0.10%0.15%Q2 2017Q2 202429
QS Investors, LLC 29290.00%0.01%0.10%Q2 2013Q2 202029
SMITH, MOORE & CO. 1530.02%0.06%0.11%Q2 2016Q2 202429
MML INVESTORS SERVICES, LLC 2450.00%0.01%0.02%Q1 2017Q2 202429
Crossmark Global Holdings, Inc. 2810.07%0.11%0.14%Q3 2016Q2 202429
Polar Asset Management Partners Inc. 1210.01%0.20%0.71%Q4 2017Q3 202329
Global Retirement Partners, LLC 18100.00%0.01%0.02%Q2 2017Q2 202428
Skandinaviska Enskilda Banken AB (publ) 2080.03%0.17%0.51%Q1 2017Q2 202428
Bartlett & Co. LLC 1210.00%0.00%0.00%Q2 2013Q4 202328
Baystate Wealth Management LLC 28280.00%0.00%0.00%Q1 2017Q4 202328
State of Tennessee, Department of Treasury 2350.12%0.21%0.33%Q4 2014Q2 202428
Bray Capital Advisors 2610.02%0.03%0.19%Q1 2015Q2 202428
Sargent Bickham Lagudis LLC 28280.00%0.00%0.02%Q1 2016Q4 202228
CIGNA INVESTMENTS INC /NEW 28280.04%0.12%0.28%Q3 2017Q2 202428
Cowen Prime Services LLC 1840.02%0.02%0.03%Q2 2013Q2 202128
World Asset Management Inc 28280.02%0.07%0.11%Q2 2013Q1 202028
Advisory Services Network, LLC 1310.00%0.01%0.02%Q4 2013Q4 202328
Sutton Wealth Advisors Inc. 28280.02%0.05%0.07%Q1 2016Q4 202228
BERKSHIRE ASSET MANAGEMENT LLC/PA 28280.73%0.87%1.04%Q2 2013Q1 202028
PREMIER ASSET MANAGEMENT LLC 1540.08%0.14%0.24%Q3 2013Q2 202228
Beutel, Goodman & Co Ltd. 27270.02%2.56%3.66%Q4 2017Q2 202427
CAPTRUST FINANCIAL ADVISORS 27270.00%0.00%0.05%Q4 2017Q2 202427
Neuberger Berman Group LLC 27270.01%0.01%0.02%Q4 2017Q2 202427
JANUS HENDERSON GROUP PLC 2610.00%0.01%0.02%Q4 2013Q2 202427
COMMERZBANK AKTIENGESELLSCHAFT /FI 2070.00%0.07%0.19%Q2 2013Q1 202027
Lombard Odier Asset Management (Europe) Ltd 1310.03%0.13%0.43%Q2 2016Q2 202427
FARMERS & MERCHANTS INVESTMENTS INC 27270.00%0.00%0.00%Q4 2015Q2 202227
1834 INVESTMENT ADVISORS CO 2610.00%0.31%1.34%Q2 2013Q2 202227
WoodTrust Financial Corp 27270.36%0.69%1.18%Q4 2017Q2 202427
Newport Trust Company, LLC 27270.28%0.34%0.46%Q4 2017Q2 202427
AdvisorNet Financial, Inc 27270.00%0.01%0.03%Q4 2017Q2 202427
Onex Canada Asset Management Inc. 27270.03%0.78%2.68%Q4 2017Q2 202427
FIRST MIDWEST BANK TRUST DIVISION 27270.03%0.04%0.06%Q2 2013Q4 201927
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 19190.00%0.53%3.50%Q4 2019Q2 202427
NEXT Financial Group, Inc 1460.00%0.03%0.57%Q2 2014Q4 202127
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.01%Q2 2013Q4 201927
COMMONWEALTH EQUITY SERVICES, LLC 27270.01%0.01%0.02%Q4 2017Q2 202427
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 2610.00%0.09%0.15%Q2 2013Q2 202427
Highstreet Asset Management Inc. 27270.38%2.76%5.25%Q2 2013Q4 201927
NORTH POINT PORTFOLIO MANAGERS CORP/OH 2240.04%0.05%0.08%Q2 2013Q4 201926
SIG North Trading, ULC 820.04%2.74%6.40%Q4 2021Q2 202426
Hexavest Inc. 1330.01%0.20%0.50%Q2 2013Q3 202126
Andra AP-fonden 1210.01%0.22%0.56%Q1 2016Q1 202326
Man Group plc 26260.01%0.09%0.46%Q1 2018Q2 202426
Scheer, Rowlett & Associates Investment Management Ltd. 1441.13%2.35%4.77%Q3 2015Q2 202426
BB&T SECURITIES, LLC 26260.01%0.05%0.08%Q2 2013Q3 201926
VOYA INVESTMENT MANAGEMENT LLC 1320.00%0.00%0.01%Q2 2013Q4 202126
BNP Paribas Asset Management Holding S.A. 2420.00%0.06%0.14%Q2 2013Q1 202226
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1510.00%0.02%0.05%Q4 2016Q2 202426
NOMURA HOLDINGS INC 710.00%0.02%0.07%Q2 2013Q4 202026
Steward Partners Investment Advisory, LLC 26260.00%0.01%0.04%Q1 2018Q2 202426
Checchi Capital Advisers, LLC 1310.02%0.03%0.11%Q2 2014Q1 202426
CAPITAL GUARDIAN TRUST CO 25250.00%0.01%0.03%Q2 2013Q2 201925
CIBC BANK USA 1540.02%0.04%0.06%Q2 2013Q4 201925
CWM, LLC 14110.00%0.00%0.00%Q1 2018Q2 202425
SUNTRUST BANKS INC 2230.00%0.01%0.01%Q2 2013Q3 201925
ONTARIO TEACHERS PENSION PLAN BOARD 25250.02%0.21%0.90%Q2 2013Q2 201925
NATIXIS ADVISORS, LLC 1710.00%0.01%0.01%Q1 2014Q2 202425
PRIO WEALTH LIMITED PARTNERSHIP 1910.01%0.06%0.38%Q2 2013Q1 202425
CULLEN/FROST BANKERS, INC. 2230.00%0.00%0.01%Q1 2018Q2 202425
NN Investment Partners Holdings N.V. 25250.03%0.05%0.09%Q1 2016Q1 202225
Pegasus Partners Ltd. 1510.03%0.29%0.81%Q4 2015Q2 202425
PATTEN & PATTEN INC/TN 1440.02%0.02%0.02%Q1 2017Q1 202425
Financial Architects, Inc 1820.00%0.01%0.06%Q2 2013Q2 202025
SVA Wealth Management, LLC 25250.02%0.19%0.44%Q4 2013Q4 201925
Capital Research Global Investors 2220.01%0.15%0.32%Q2 2015Q2 202424
Geneos Wealth Management Inc. 24240.02%0.18%0.43%Q1 2016Q4 202124
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 24240.00%0.00%0.00%Q3 2018Q2 202424
COZAD ASSET MANAGEMENT INC 1770.03%0.06%0.11%Q2 2018Q2 202424
HighPoint Advisor Group LLC 2010.02%0.58%1.64%Q4 2016Q2 202424
Osborn Williams & Donohoe LLC 24240.03%0.06%0.08%Q2 2014Q1 202024
EARNEST PARTNERS LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
ADVISOR PARTNERS LLC 1110.03%0.08%0.22%Q2 2014Q2 202224
LANDAAS & CO /WI /ADV 1220.07%0.19%0.36%Q3 2017Q1 202424
Assenagon Asset Management S.A. 24240.00%0.01%0.08%Q3 2018Q2 202424
PRIVATE TRUST CO NA 910.00%0.04%0.09%Q1 2013Q2 202424
Princeton Global Asset Management LLC 23230.01%0.02%0.03%Q4 2018Q2 202423
Lindbrook Capital, LLC 23230.01%0.03%0.06%Q4 2018Q2 202423
STRS OHIO 1430.00%0.06%0.23%Q4 2016Q1 202423
EAGLE ASSET MANAGEMENT INC 2210.02%0.09%0.54%Q4 2014Q4 202023
AE Wealth Management LLC 1910.00%0.01%0.02%Q1 2018Q2 202423
Cresset Asset Management, LLC 1750.00%0.03%0.14%Q4 2018Q2 202423
MASSMUTUAL TRUST CO FSB/ADV 1310.00%0.01%0.11%Q1 2014Q2 202423
Manitou Investment Management Ltd. 23230.17%0.38%1.79%Q2 2017Q4 202223
SRS Capital Advisors, Inc. 1010.00%0.01%0.01%Q4 2016Q2 202423
BRIGHTON JONES LLC 23230.01%0.02%0.04%Q4 2018Q2 202423
RIVERHEAD CAPITAL MANAGEMENT LLC 23230.00%0.01%0.02%Q1 2014Q3 201923
First National Bank of Mount Dora, Trust Investment Services 2211.35%1.98%2.74%Q2 2013Q1 201923
Mawer Investment Management Ltd. 12111.36%1.76%2.25%Q3 2013Q2 201923
AQR Capital Management 1910.00%0.10%0.24%Q4 2012Q1 201923
Valeo Financial Advisors, LLC 1510.01%0.01%0.02%Q3 2017Q2 202423
CIBC Private Wealth Group LLC 1050.00%0.00%0.01%Q4 2017Q2 202423
Ledyard National Bank 23230.01%0.01%0.01%Q2 2013Q4 201823
Hugh Johnson Advisors LLC 23230.08%0.12%0.22%Q4 2013Q2 201923
Investors Research Corp 22220.04%0.06%0.09%Q1 2019Q2 202422
Paloma Partners Management Co 610.01%0.03%0.15%Q3 2013Q4 202122
RELIANCE TRUST CO OF DELAWARE 22220.05%0.10%0.18%Q4 2013Q1 201922
KLCM Advisors, Inc. 1570.04%0.06%0.08%Q2 2018Q2 202422
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 1750.01%0.09%0.24%Q2 2013Q2 202222
Lombard Odier Asset Management (Switzerland) SA 910.02%0.05%0.12%Q2 2014Q1 202422
Stonebridge Capital Advisors LLC 1150.00%0.02%0.07%Q2 2016Q3 202322
Squarepoint Ops LLC 910.00%0.01%0.14%Q1 2015Q2 202422
Nexus Investment Management ULC 22220.10%0.15%0.20%Q1 2019Q2 202422
SCHMIDT P J INVESTMENT MANAGEMENT INC 1130.05%0.18%0.27%Q1 2012Q4 202122
NICOLET ADVISORY SERVICES, LLC 22220.04%0.08%0.12%Q1 2019Q2 202422
RESOURCES MANAGEMENT CORP /CT/ /ADV 2020.03%0.33%0.57%Q3 2018Q2 202422
Probity Advisors, Inc. 950.12%0.18%0.21%Q3 2018Q2 202422
BDO Wealth Advisors, LLC 21210.01%0.02%0.04%Q2 2018Q2 202321
SYNOVUS FINANCIAL CORP 1290.00%0.00%0.00%Q1 2014Q2 202021
BALYASNY ASSET MANAGEMENT L.P. 810.00%0.02%0.07%Q2 2016Q2 202421
HOERTKORN RICHARD CHARLES 21210.02%0.02%0.02%Q4 2013Q4 201821
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 21210.17%0.30%0.36%Q2 2013Q2 201821
Curi RMB Capital, LLC 1520.01%0.01%0.02%Q2 2013Q1 202421
Quantbot Technologies LP 410.00%0.10%0.32%Q2 2013Q2 202421
VOLORIDGE INVESTMENT MANAGEMENT, LLC 610.01%0.05%0.24%Q1 2015Q2 202421
Unigestion Holding SA 1560.01%0.18%0.52%Q2 2018Q3 202321
MAIRS & POWER INC 1380.00%0.01%0.02%Q2 2013Q2 202421
AFT, FORSYTH & COMPANY, INC. 1020.14%0.29%0.75%Q2 2013Q1 202321
LifePlan Financial Group, Inc 1830.01%0.11%0.18%Q2 2013Q3 202021
MILLER HOWARD INVESTMENTS INC /NY 20200.75%1.02%1.41%Q2 2013Q1 201820
FDx Advisors, Inc. 1210.01%0.02%0.05%Q4 2015Q3 202220
American Portfolios Advisors 20200.00%0.00%0.01%Q4 2017Q3 202220
ISTHMUS PARTNERS, LLC 1610.02%0.13%2.09%Q4 2014Q1 202220
ATLAS CAPITAL ADVISORS LLC 1550.00%0.04%0.10%Q2 2019Q2 202420
MARK SHEPTOFF FINANCIAL PLANNING, LLC 20200.01%0.01%0.02%Q3 2019Q2 202420
PRUDENTIAL PLC 1820.00%0.03%0.20%Q4 2015Q1 202320
PARK NATIONAL CORP /OH/ 1410.01%0.01%0.02%Q3 2013Q2 202420
Ilmarinen Mutual Pension Insurance Co 20200.02%0.24%0.38%Q3 2019Q2 202420
BOSTON ADVISORS LLC 1730.01%0.12%0.70%Q2 2013Q3 201920
Zions Bancorporation, N.A. 20200.00%0.00%0.01%Q3 2019Q2 202420
MARATHON CAPITAL MANAGEMENT 940.14%0.57%1.69%Q3 2015Q4 202320
DSM CAPITAL PARTNERS LLC 1230.01%0.05%0.16%Q1 2018Q3 202320
BAROMETER CAPITAL MANAGEMENT INC. 710.07%2.72%6.87%Q4 2015Q1 202420
BREWIN DOLPHIN LTD 20200.07%0.27%0.45%Q3 2017Q2 202220
FIRST MANHATTAN CO. LLC. 1510.00%0.00%0.00%Q2 2013Q1 202420
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20200.00%0.01%0.02%Q4 2014Q3 201920
EVERGREEN CAPITAL MANAGEMENT LLC 1280.01%0.03%0.04%Q1 2018Q2 202420
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 1910.02%0.09%0.16%Q2 2013Q3 201820
Rench Wealth Management, Inc. 20202.12%2.42%2.87%Q4 2013Q3 201820
Annex Advisory Services, LLC 1130.01%0.03%0.06%Q4 2018Q2 202420
MERCER GLOBAL ADVISORS INC /ADV 20200.00%0.01%0.02%Q1 2019Q4 202320
AMERICAN CENTURY COMPANIES INC 19190.00%0.01%0.05%Q4 2019Q2 202419
Pacifica Partners Inc. 19190.05%0.13%0.27%Q4 2019Q2 202419
TAYLOR ASSET MANAGEMENT INC 19195.21%6.65%8.27%Q2 2013Q4 201719
Allworth Financial LP 19190.00%0.00%0.00%Q4 2019Q2 202419
WASHINGTON TRUST Co 1810.00%0.00%0.01%Q2 2018Q2 202419
IAG Wealth Partners, LLC 19190.00%0.01%0.01%Q4 2019Q2 202419
Capital Analysts, LLC 1450.00%0.05%0.23%Q4 2013Q2 202419
BARTLETT & CO. WEALTH MANAGEMENT LLC 1090.00%0.00%0.00%Q3 2019Q2 202419
HM PAYSON & CO 1130.00%0.01%0.02%Q1 2016Q2 202219
BlackRock Finance, Inc. 1510.00%0.00%0.00%Q1 2017Q2 202419
NorthRock Partners, LLC 19190.05%0.15%0.19%Q3 2019Q1 202419
Value Partners Investments Inc. 19194.82%5.43%6.16%Q4 2019Q2 202419
USS Investment Management Ltd 1230.01%0.08%0.14%Q2 2017Q2 202419
JNBA Financial Advisors 1710.00%0.01%0.02%Q4 2015Q2 202419
Sullivan, Bruyette, Speros & Blaney, LLC 19190.05%0.09%0.20%Q3 2016Q1 202119
Ensign Peak Advisors, Inc 19190.00%0.01%0.01%Q4 2019Q2 202419
Mitsubishi UFJ Trust & Banking Corp 1360.00%0.02%0.05%Q3 2019Q2 202419
CREATIVE FINANCIAL DESIGNS INC /ADV 940.00%0.00%0.00%Q4 2016Q1 202418
ING GROEP NV 510.00%0.03%0.27%Q3 2013Q3 202318
TRUIST FINANCIAL CORP 18180.00%0.00%0.02%Q4 2019Q1 202418
Waratah Capital Advisors Ltd. 610.08%0.33%1.14%Q1 2014Q2 202418
VAUGHAN & Co SECURITIES, INC. 1260.38%0.47%0.56%Q4 2019Q2 202418
OSAIC HOLDINGS, INC. 18180.00%0.01%0.01%Q1 2020Q2 202418
People's United Financial, Inc. 1710.00%0.00%0.07%Q2 2013Q2 201818
Rockefeller Capital Management L.P. 1710.00%0.01%0.04%Q2 2019Q4 202318
KLINGENSTEIN FIELDS & CO LP 18180.01%0.01%0.01%Q2 2014Q3 201818
RATIONAL ADVISORS LLC 1310.00%0.36%0.52%Q2 2009Q3 202018
Jacobus Wealth Management, Inc. 18180.12%0.26%0.44%Q2 2013Q3 201718
Commonwealth Equity Services, Inc 18180.02%0.02%0.03%Q2 2013Q3 201718
FRED ALGER MANAGEMENT, LLC 830.00%0.00%0.00%Q2 2013Q1 201918
Clark Capital Management Group, Inc. 710.01%0.53%1.48%Q2 2013Q1 201918
TCI Wealth Advisors, Inc. 18180.01%0.03%0.04%Q3 2015Q4 201918
MBM Wealth Consultants, LLC 18180.00%0.00%0.01%Q4 2018Q1 202318
DREMAN VALUE MANAGEMENT, L L C 18180.00%0.27%0.66%Q4 2013Q1 201818
PATHSTONE FAMILY OFFICE, LLC 1080.00%0.01%0.02%Q1 2019Q3 202318
REILLY FINANCIAL ADVISORS, LLC 1410.00%0.03%0.17%Q2 2014Q4 202118
Financial Perspectives, Inc 1170.00%0.00%0.00%Q4 2019Q2 202418
MU Investments Co., Ltd. 18180.02%0.13%0.27%Q2 2013Q3 201718
I.G. INVESTMENT MANAGEMENT, LTD. 18183.39%3.93%4.49%Q2 2013Q3 201718
WFG Advisors, LP 17170.00%0.08%0.25%Q2 2013Q2 201717
First Allied Advisory Services, Inc. 1340.01%0.08%0.34%Q2 2013Q3 201717
Savant Capital, LLC 1410.00%0.13%0.22%Q2 2013Q2 202417
MONROE BANK & TRUST/MI 630.00%0.00%0.01%Q2 2013Q2 201817
Lingohr Asset Management GmbH 1340.49%2.16%3.95%Q2 2013Q4 202117
NATIONAL PLANNING CORP 17170.02%0.03%0.03%Q2 2013Q2 201717
CITIZENS FINANCIAL GROUP INC/RI 17170.00%0.00%0.00%Q4 2015Q4 201917
Brookstone Capital Management 1120.00%0.02%0.03%Q2 2015Q2 202117
AMUNDI ASSET MANAGEMENT US, INC. 1410.02%0.04%0.07%Q4 2012Q1 202117
Lenox Wealth Advisors, LLC 1310.00%0.00%0.03%Q4 2015Q4 202017
Whitnell & Co. 830.00%0.01%0.03%Q2 2013Q2 201817
Summit Global Investments 1070.03%0.12%0.24%Q2 2017Q4 202217
Dana Investment Advisors, Inc. 980.02%0.14%0.28%Q4 2016Q2 202417
DUBUQUE BANK & TRUST CO 17170.00%0.00%0.00%Q1 2015Q1 201917
DAVIDSON INVESTMENT ADVISORS 17170.00%0.00%0.01%Q2 2013Q2 201717
Avior Wealth Management, LLC 1250.00%0.00%0.01%Q2 2019Q2 202417
Cascade Investment Advisors, Inc. 1610.01%0.95%1.56%Q2 2016Q3 202017
Quilter Plc 1020.01%0.02%0.04%Q4 2019Q2 202417
Mondrian Investment Partners LTD 1250.00%0.00%0.00%Q2 2015Q2 202017
Timber Hill LLC 1210.00%0.05%0.42%Q2 2013Q3 201817
CAPSTONE ASSET MANAGEMENT CO 17170.12%0.18%0.35%Q2 2013Q2 201717
Dynamic Technology Lab Private Ltd 410.04%0.19%0.50%Q4 2012Q1 202317
Pine River Capital Management L.P. 15150.00%0.07%0.28%Q2 2013Q4 201617
RHUMBLINE ADVISERS 1250.00%0.00%0.00%Q3 2013Q2 202417
Financial Gravity Asset Management, Inc. 810.00%0.01%0.06%Q1 2019Q1 202417
BKS ADVISORS, LLC 17171.12%1.38%1.67%Q1 2015Q1 201917
Greystone Managed Investments Inc. 1160.39%1.79%3.32%Q2 2013Q3 201917
Rodgers Brothers Inc. 820.08%0.16%0.34%Q2 2013Q2 202417
Kistler-Tiffany Companies, LLC 1250.02%0.07%0.12%Q2 2013Q3 201717
SEI INVESTMENTS CO 1430.00%0.10%0.34%Q1 2016Q2 202017
COMMONWEALTH BANK OF AUSTRALIA 1610.00%0.07%0.08%Q2 2013Q2 201917
UBS AG 660.00%0.01%0.03%Q2 2013Q3 201417
A.R.T. Advisors, LLC 1310.02%0.08%0.17%Q4 2014Q4 201916
DELTA LLOYD NV 16160.02%0.08%0.17%Q2 2013Q1 201716
Ativo Capital Management LLC 650.09%0.65%1.76%Q4 2013Q4 202316
Ballentine Partners, LLC 16160.01%0.01%0.02%Q3 2020Q2 202416
Financial Management Professionals, Inc. 16160.00%0.00%0.01%Q3 2020Q2 202416
Claret Asset Management Corp 16160.95%1.20%1.36%Q4 2017Q3 202116
NICOLET BANKSHARES INC 1240.08%0.12%0.20%Q4 2015Q4 201916
Sugarloaf Wealth Management, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
Cetera Advisor Networks LLC 1110.00%0.01%0.02%Q3 2014Q4 202316
STEPHENS INC /AR/ 16160.01%0.03%0.04%Q3 2014Q2 201816
GREAT VALLEY ADVISOR GROUP, INC. 16160.01%0.02%0.03%Q3 2020Q2 202416
AlphaCrest Capital Management LLC 16160.08%0.24%0.68%Q4 2018Q3 202216
Legacy Private Trust Co. 720.02%0.03%0.04%Q2 2014Q4 201916
MACQUARIE GROUP LTD 610.00%0.01%0.02%Q2 2013Q2 202416
Trexquant Investment LP 510.02%0.07%0.14%Q1 2015Q1 202416
Knights of Columbus Asset Advisors LLC 16160.01%0.02%0.02%Q4 2019Q3 202316
Marshall Wace North America L.P. 16160.00%0.03%0.10%Q4 2017Q3 202116
Glassman Wealth Services 1420.00%0.00%0.01%Q4 2019Q4 202316
JANICZEK WEALTH MANAGEMENT, LLC 16160.00%0.03%0.05%Q3 2020Q2 202416
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1510.04%0.08%0.12%Q2 2018Q2 202416
Kestra Advisory Services, LLC 16160.00%0.01%0.01%Q3 2020Q2 202416
Evercore Wealth Management, LLC 1510.00%0.00%0.00%Q3 2013Q4 201716
JAMES INVESTMENT RESEARCH, INC. 15150.02%0.16%0.44%Q2 2016Q4 201915
McIlrath & Eck, LLC 15150.00%0.00%0.01%Q4 2020Q2 202415
Magnus Financial Group LLC 15150.02%0.05%0.10%Q4 2020Q2 202415
M&G INVESTMENT MANAGEMENT LTD 15150.02%0.26%0.58%Q4 2019Q2 202315
Financial Avengers, Inc. 15150.00%0.01%0.02%Q4 2020Q2 202415
First Trust Direct Indexing L.P. 15150.04%0.08%0.11%Q4 2020Q2 202415
Proficio Capital Partners LLC 15150.00%0.01%0.02%Q4 2015Q2 201915
Focus Financial Network, Inc. 15150.02%0.04%0.09%Q1 2019Q3 202215
Iron Horse Wealth Management, LLC 15150.03%0.05%0.08%Q4 2020Q2 202415
Arkos Global Advisors 15150.04%0.07%0.10%Q4 2020Q2 202415
TDAM USA INC. 15150.01%0.02%0.02%Q2 2015Q4 201815
Advisor Group, Inc. 15150.01%0.01%0.02%Q2 2016Q4 201915
Quadrature Capital Ltd 410.06%0.76%1.87%Q1 2016Q3 202215
Triasima Portfolio Management inc. 15150.73%4.19%5.89%Q4 2020Q2 202415
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 15150.44%1.25%2.11%Q4 2020Q2 202415
Rempart Asset Management Inc. 15153.70%4.43%5.43%Q4 2020Q2 202415
Amici Capital, LLC 15150.16%0.52%1.62%Q2 2013Q4 201615
OFI Advisors LLC 1140.00%0.01%0.02%Q3 2011Q3 201515
Lorne Steinberg Wealth Management Inc. 15150.79%1.50%2.30%Q4 2020Q2 202415
Berger Financial Group, Inc 15150.07%0.11%0.17%Q4 2020Q2 202415
WESTPAC BANKING CORP 1210.06%0.08%0.13%Q1 2017Q1 202315
MARTIN CURRIE LTD 15150.04%1.24%1.48%Q4 2014Q2 201815
FineMark National Bank & Trust 15150.00%0.00%0.01%Q2 2013Q4 201615
Tacita Capital Inc 15150.04%0.58%1.12%Q4 2020Q2 202415
MSI Financial Services Inc 15150.00%0.05%0.13%Q2 2013Q4 201615
BEACON TRUST CO 1210.07%0.09%0.11%Q1 2013Q1 201715
Versant Capital Management, Inc 1410.00%0.00%0.00%Q4 2015Q2 202415
BANQUE PICTET & CIE SA 1220.01%0.15%0.21%Q4 2016Q1 202214
Wealthspire Advisors, L.P. 14140.01%0.01%0.02%Q4 2015Q1 201914
SII INVESTMENTS INC/WI 710.01%0.10%0.29%Q2 2013Q3 201714
Cetera Investment Advisers 14140.00%0.00%0.01%Q4 2020Q1 202414
Banque Cantonale Vaudoise 14140.00%0.01%0.03%Q2 2020Q3 202314
MARSHALL WACE, LLP 1010.01%0.15%0.54%Q2 2014Q2 202214
OSSIAM 860.01%0.06%0.11%Q1 2019Q2 202414
SOUTH TEXAS MONEY MANAGEMENT LTD 14140.21%1.97%2.53%Q2 2016Q3 201914
Sonora Investment Management, LLC 860.00%0.00%0.01%Q3 2015Q1 201914
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 610.00%0.20%0.90%Q1 2017Q2 202414
Hutchin Hill Capital, LP 14140.18%0.78%2.05%Q2 2013Q3 201614
WASHINGTON TRUST BANK 14140.01%0.01%0.03%Q1 2014Q2 201714
OppenheimerFunds, Inc. 14140.00%0.00%0.00%Q4 2013Q1 201714
BURNEY CO/ 13130.02%0.03%0.03%Q1 2021Q1 202413
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 510.01%0.01%0.05%Q4 2019Q3 202313
Kassirer Asset Management Corp 13130.10%1.08%6.13%Q2 2016Q2 201913
Moloney Securities Asset Management, LLC 13130.31%0.38%0.54%Q4 2016Q4 201913
GPS Wealth Strategies Group, LLC 760.00%0.00%0.00%Q1 2021Q2 202413
IBM Retirement Fund 1210.01%0.03%0.06%Q2 2013Q3 201613
DELTA ASSET MANAGEMENT LLC/TN 13130.00%0.00%0.00%Q1 2017Q1 202013
Vontobel Holding Ltd. 13130.00%0.11%0.21%Q2 2021Q2 202413
Amundi 13130.02%0.04%0.05%Q2 2021Q2 202413
PITTENGER & ANDERSON INC 1120.03%0.07%0.13%Q2 2013Q2 202213
WESTPORT RESOURCES MANAGEMENT INC 13130.00%0.27%0.49%Q2 2013Q2 201613
Jefferies Group LLC 810.00%0.02%0.05%Q2 2013Q4 201913
EXCHANGE TRADED CONCEPTS, LLC 1120.00%0.00%0.02%Q4 2019Q4 202313
Private Capital Group, LLC 13130.00%0.00%0.01%Q4 2017Q4 202013
Moors & Cabot, Inc. 13130.03%0.09%0.14%Q4 2014Q4 201713
Daiwa SB Investments Ltd. 1030.00%0.30%1.47%Q3 2014Q4 201813
Virtu KCG Holdings LLC 850.00%0.04%0.40%Q3 2013Q1 201713
QCI ASSET MANAGEMENT INC/NY 13130.00%0.00%0.00%Q2 2013Q2 201613
Enterprise Bank & Trust Co 13130.08%0.11%0.14%Q2 2021Q2 202413
Vanguard Personalized Indexing Management, LLC 1210.02%0.03%0.03%Q1 2021Q2 202413
KING LUTHER CAPITAL MANAGEMENT CORP 13130.00%0.01%0.01%Q4 2016Q4 201913
FIRST FINANCIAL CORP /IN/ 13130.00%0.00%0.00%Q2 2013Q2 201613
HARBOUR INVESTMENTS, INC. 940.01%0.03%0.04%Q1 2021Q2 202413
Pacer Advisors, Inc. 710.00%0.01%0.11%Q4 2013Q2 202413
SevenBridge Financial Group, LLC 13130.00%0.01%0.02%Q2 2016Q2 201913
Vident Investment Advisory, LLC 1020.01%0.08%0.44%Q1 2016Q1 202312
MERITAGE PORTFOLIO MANAGEMENT 750.36%0.47%0.58%Q2 2013Q4 201712
Caprock Group, LLC 910.01%0.14%0.21%Q1 2016Q2 202412
Mn Services Vermogensbeheer B.V. 910.09%0.18%0.26%Q1 2016Q2 202412
Pictet North America Advisors SA 12120.69%1.22%1.62%Q4 2016Q3 201912
Krilogy Financial LLC 1110.00%0.00%0.00%Q3 2015Q3 201812
CAPITAL INTERNATIONAL LTD /CA/ 12120.03%0.04%0.04%Q2 2013Q1 201612
Berman Capital Advisors, LLC 12120.00%0.00%0.00%Q4 2018Q3 202112
Counsel Portfolio Services Inc. 1110.51%0.81%1.31%Q2 2013Q2 201612
THOMPSON SIEGEL & WALMSLEY LLC 12120.00%0.00%0.00%Q1 2017Q4 201912
Tradition Wealth Management, LLC 12120.03%0.06%0.09%Q3 2021Q2 202412
MCF Advisors LLC 1020.00%0.00%0.00%Q2 2021Q2 202412
Endurance Wealth Management, Inc. 12120.01%0.01%0.01%Q2 2015Q1 201812
Certified Advisory Corp 1110.01%0.02%0.04%Q4 2017Q1 202112
AMERICAN ASSET MANAGEMENT INC. 12120.13%0.20%0.32%Q1 2017Q4 201912
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
RUSSELL FRANK CO/ 12120.05%0.15%0.24%Q2 2013Q1 201612
Tyers Asset Management LLC 12120.01%0.10%0.43%Q4 2016Q3 201912
Glen Harbor Capital Management LLC 12120.00%0.05%0.20%Q4 2016Q3 201912
ALGERT GLOBAL LLC 310.01%0.30%1.16%Q2 2013Q2 202312
EVOKE WEALTH, LLC 12120.00%0.00%0.00%Q3 2019Q2 202212
Bridgewater Associates 12120.05%0.13%0.26%Q2 2017Q1 202012
Flinton Capital Management LLC 12120.01%0.13%0.57%Q4 2016Q3 201912
Integrated Wealth Concepts LLC 12120.01%0.01%0.01%Q3 2021Q2 202412
RITHOLTZ WEALTH MANAGEMENT 12120.01%0.05%0.12%Q3 2021Q2 202412
Zurich Insurance Group Ltd/FI 1110.02%0.04%0.09%Q3 2017Q3 202012
Neuburgh Advisers LLC 12120.01%0.17%0.71%Q4 2016Q3 201912
Westover Capital Advisors, LLC 1110.06%0.42%1.20%Q1 2021Q1 202412
Lee Financial Co 12120.00%0.01%0.04%Q4 2016Q3 201912
Lombard Odier & Cie (Canada), Limited Partnership 12120.38%0.80%1.45%Q4 2013Q3 201612
Magnetar Financial LLC 210.00%0.02%0.07%Q2 2015Q4 202111
SILVERLAKE WEALTH MANAGEMENT LLC 11110.15%0.22%0.27%Q4 2021Q2 202411
Operose Advisors LLC 11110.04%0.11%0.22%Q4 2021Q2 202411
UMB Bank, n.a. 11110.02%0.03%0.04%Q4 2021Q2 202411
Diversified Trust Co 510.01%0.01%0.01%Q2 2021Q2 202411
SIMPLEX TRADING, LLC 210.00%0.02%0.07%Q1 2015Q2 202411
Sabal Trust CO 1010.02%1.98%2.66%Q2 2013Q1 201911
Western Pacific Wealth Management, LP 11110.00%0.00%0.00%Q4 2021Q2 202411
Geneva Advisors, LLC 920.00%0.00%0.01%Q2 2013Q3 201611
JFS WEALTH ADVISORS, LLC 11110.00%0.00%0.00%Q4 2021Q2 202411
Nationwide Fund Advisors 11110.01%0.02%0.03%Q1 2015Q3 201711
Federation des caisses Desjardins du Quebec 10100.00%1.71%2.72%Q1 2022Q2 202411
NATIONAL BANK OF CANADA /FI/ 11110.74%1.57%2.63%Q4 2021Q2 202411
Cipher Capital LP 510.06%0.17%0.39%Q4 2014Q1 202411
TI-TRUST, INC 11110.43%0.57%0.66%Q4 2021Q2 202411
BRIDGEWAY CAPITAL MANAGEMENT, LLC 510.00%0.04%0.10%Q2 2013Q3 202211
EverSource Wealth Advisors, LLC 11110.00%0.00%0.01%Q4 2021Q2 202411
Independent Advisor Alliance 650.01%0.01%0.01%Q2 2021Q2 202411
Zions Bancorporation 910.00%0.01%0.04%Q1 2015Q3 201811
SpiderRock Advisors, LLC 810.05%0.14%0.22%Q2 2020Q2 202411
PRENTISS SMITH & CO INC 11110.17%0.37%0.56%Q2 2013Q4 201511
Quantitative Investment Management, LLC 810.02%0.05%0.16%Q1 2014Q4 201911
Varma Mutual Pension Insurance Co 1010.07%0.15%0.29%Q4 2017Q1 202411
Columbia Asset Management 710.04%0.08%0.12%Q4 2013Q1 201911
DOLIVER ADVISORS, LP 740.06%0.09%0.11%Q3 2021Q2 202411
RAYMOND JAMES TRUST N.A. 830.01%0.07%0.20%Q4 2014Q3 201811
YOUSIF CAPITAL MANAGEMENT, LLC 11110.01%0.01%0.02%Q4 2021Q2 202411
Hazelview Securities Inc. 11110.74%1.22%2.25%Q1 2017Q3 201911
180 WEALTH ADVISORS, LLC 920.04%0.08%0.15%Q4 2017Q2 202411
GRAYBILL WEALTH MANAGEMENT, LTD. 11111.39%1.67%1.90%Q1 2015Q3 201711
BHF Kleinwort Benson Group S.A. 11110.05%0.39%0.93%Q2 2013Q4 201511
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 11110.02%0.03%0.03%Q4 2021Q2 202411
Gotham Asset Management, LLC 510.00%0.01%0.01%Q2 2017Q1 202311
Virtus Fund Advisers, LLC 11110.00%0.00%0.00%Q2 2014Q4 201611
Investment Management Corp of Ontario 710.24%0.35%0.53%Q4 2020Q2 202411
Leelyn Smith, LLC 11110.00%0.00%0.01%Q4 2019Q2 202211
Ellenbecker Investment Group 11110.06%0.08%0.09%Q4 2021Q2 202411
L. Roy Papp & Associates, LLP 830.04%0.05%0.06%Q2 2013Q4 201911
Forum Financial Management, LP 11110.01%0.02%0.04%Q4 2021Q2 202411
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 430.03%0.09%0.15%Q1 2018Q2 202310
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.01%0.04%Q2 2018Q3 202010
ICA Group Wealth Management, LLC 10100.16%0.19%0.22%Q1 2022Q2 202410
Private Wealth Partners, LLC 510.04%0.11%0.22%Q2 2013Q1 201910
TUDOR INVESTMENT CORP ET AL 310.00%0.00%0.01%Q4 2021Q2 202410
STEVENS CAPITAL MANAGEMENT LP 310.01%0.06%0.13%Q3 2013Q4 202310
TCV Trust & Wealth Management, Inc. 10100.06%0.14%0.17%Q2 2013Q3 201510
AVANTAX ADVISORY SERVICES, INC. 730.00%0.00%0.00%Q4 2021Q2 202410
KCM INVESTMENT ADVISORS LLC 10100.02%0.07%0.11%Q2 2013Q3 201510
Omnia Family Wealth, LLC 10100.00%0.00%0.00%Q4 2016Q1 201910
Metis Global Partners, LLC 10100.08%0.21%0.37%Q1 2022Q2 202410
Barrington Strategic Wealth Management Group LLC 10100.39%0.50%0.69%Q2 2013Q3 201510
CITY NATIONAL BANK 10100.01%0.12%0.20%Q2 2013Q3 201510
TOBAM 10100.01%0.01%0.02%Q1 2022Q2 202410
Grove Bank & Trust 730.01%0.01%0.02%Q2 2017Q2 202410
TOMPKINS FINANCIAL CORP 10100.01%0.01%0.02%Q1 2022Q2 202410
AVALON CAPITAL MANAGEMENT 10100.12%0.18%0.21%Q1 2022Q2 202410
Aviance Capital Partners, LLC 910.07%0.23%0.38%Q2 2013Q4 201510
Vise Technologies, Inc. 10100.06%0.11%0.17%Q1 2022Q2 202410
Walleye Capital LLC 310.00%0.01%0.04%Q3 2022Q2 202410
FORA Capital, LLC 410.01%0.09%0.18%Q4 2019Q2 202410
Castleview Partners, LLC 510.00%0.08%0.72%Q2 2021Q1 202410
Cowen Prime Advisors LLC 910.02%0.03%0.04%Q2 2020Q2 202310
CONTINENTAL ADVISORS LLC 710.09%0.62%1.66%Q1 2016Q2 201910
PRINCIPAL FINANCIAL GROUP INC 10100.00%0.00%0.00%Q1 2022Q2 202410
UNITED CAPITAL FINANCIAL ADVISORS, LLC 310.00%0.00%0.00%Q1 2017Q2 202410
Jacobi Capital Management LLC 910.00%0.00%0.01%Q2 2017Q1 202010
Firestone Capital Management 820.02%0.04%0.06%Q4 2019Q1 202410
Verition Fund Management LLC 310.01%0.39%1.98%Q1 2017Q2 202210
Winslow, Evans & Crocker, Inc. 510.00%0.01%0.10%Q4 2013Q3 201710
Nikko Asset Management Americas, Inc. 410.00%0.01%0.03%Q2 2013Q3 201710
GHP Investment Advisors, Inc. 10100.00%0.00%0.00%Q1 2022Q2 202410
MONTRUSCO BOLTON INVESTMENTS INC. 810.01%0.03%0.03%Q2 2013Q1 202210
Cerebellum GP, LLC 620.00%0.09%0.30%Q4 2017Q3 202010
Avalon Investment & Advisory 810.01%0.03%0.05%Q2 2013Q4 202210
New England Research & Management, Inc. 10100.21%0.52%1.28%Q4 2013Q1 201610
Virtu Financial LLC 210.02%0.04%0.06%Q3 2017Q1 202410
Capital World Investors 910.00%0.00%0.01%Q3 2018Q2 202410
WFA Asset Management Corp 10100.01%0.01%0.01%Q1 2022Q2 202410
Belpointe Asset Management LLC 410.00%0.03%0.13%Q1 2019Q1 202310
HighVista Strategies LLC 820.11%0.16%0.28%Q4 2013Q3 201610
Voya Financial Advisors, Inc. 420.01%0.01%0.02%Q3 2017Q1 20219
Blue Trust, Inc. 990.00%0.00%0.00%Q2 2022Q2 20249
CORTLAND ADVISERS LLC 991.44%2.33%2.62%Q2 2015Q2 20179
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 990.01%0.02%0.03%Q2 2022Q2 20249
GRIFFIN ASSET MANAGEMENT, INC. 630.03%0.04%0.05%Q3 2018Q2 20219
Ameritas Advisory Services, LLC 630.01%0.01%0.02%Q4 2021Q2 20249
Five Oceans Advisors 990.14%0.19%0.26%Q1 2022Q1 20249
Hexagon Capital Partners LLC 990.01%0.01%0.02%Q2 2022Q2 20249
Orion Portfolio Solutions, LLC 630.00%0.00%0.01%Q4 2019Q2 20249
Allspring Global Investments Holdings, LLC 990.00%0.00%0.00%Q4 2021Q4 20239
Schechter Investment Advisors, LLC 420.02%0.02%0.03%Q4 2021Q2 20249
REDW Wealth LLC 510.06%0.07%0.08%Q2 2021Q1 20249
Stratos Wealth Partners, LTD. 720.00%0.03%0.06%Q4 2017Q4 20229
Ausdal Financial Partners, Inc. 410.03%0.04%0.06%Q4 2015Q1 20249
GTS SECURITIES LLC 440.00%0.01%0.01%Q3 2023Q2 20249
MUFG Americas Holdings Corp 720.00%0.00%0.00%Q4 2010Q3 20139
Cooperatieve Rabobank U.A. 810.26%1.39%2.29%Q2 2013Q3 20159
Ashton Thomas Private Wealth, LLC 520.03%0.05%0.07%Q2 2021Q2 20249
McCarthy Grittinger Financial Group, LLC 990.00%0.00%0.01%Q3 2019Q3 20219
Bell Investment Advisors, Inc 610.00%0.00%0.00%Q3 2021Q2 20249
CenterStar Asset Management, LLC 220.00%0.09%0.17%Q4 2020Q4 20219
SG Americas Securities, LLC 410.00%0.01%0.05%Q4 2014Q4 20229
Schonfeld Strategic Advisors LLC 610.00%0.08%0.15%Q4 2016Q2 20249
BUCKINGHAM STRATEGIC WEALTH, LLC 510.00%0.01%0.02%Q2 2019Q2 20229
Mariner, LLC 810.00%0.01%0.01%Q2 2019Q2 20249
LAZARD ASSET MANAGEMENT LLC 990.00%0.00%0.00%Q2 2013Q2 20159
City State Bank 990.00%0.01%0.01%Q1 2022Q1 20249
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 540.24%0.78%1.62%Q4 2017Q2 20239
WHITTIER TRUST CO OF NEVADA INC 990.00%0.00%0.00%Q3 2017Q3 20199
Americana Partners, LLC 990.04%0.07%0.16%Q2 2021Q2 20239
FOSTER & MOTLEY INC 990.02%0.14%0.27%Q1 2022Q1 20249
Sequoia Financial Advisors, LLC 720.00%0.01%0.01%Q1 2022Q2 20249
Pendal Group Ltd 990.01%0.08%0.23%Q4 2020Q4 20229
NORTHWEST INVESTMENT COUNSELORS, LLC 810.00%0.00%0.01%Q3 2020Q3 20239
PRELUDE CAPITAL MANAGEMENT, LLC 310.00%0.03%0.12%Q4 2013Q1 20219
BI Asset Management Fondsmaeglerselskab A/S 990.01%0.03%0.07%Q2 2020Q2 20229
Campbell & CO Investment Adviser LLC 210.06%0.33%0.88%Q2 2013Q2 20249
Ranch Capital Advisors Inc. 880.00%0.01%0.01%Q4 2019Q3 20218
HENNESSY ADVISORS INC 880.08%0.12%0.17%Q1 2016Q4 20178
Covington Capital Management 880.00%0.00%0.00%Q3 2017Q2 20198
Y-Intercept (Hong Kong) Ltd 510.07%0.11%0.16%Q4 2020Q2 20248
Balentine LLC 880.00%0.00%0.00%Q3 2018Q2 20208
BAIRD ROBERT W & CO INC /WI/ 880.02%0.04%0.08%Q2 2013Q1 20158
Moisand Fitzgerald Tamayo, LLC 880.00%0.00%0.00%Q2 2022Q1 20248
PINNACLE ASSOCIATES LTD 880.02%0.03%0.05%Q3 2022Q2 20248
MUFG Securities EMEA plc 510.33%0.91%2.33%Q2 2019Q2 20248
Partnervest Advisory Services LLC 310.01%0.10%0.24%Q2 2013Q4 20178
TEACHERS ADVISORS, LLC 710.00%0.00%0.00%Q4 2015Q4 20178
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 610.00%0.00%0.00%Q2 2019Q1 20228
Detwiler Fenton Investment Management LLC 610.76%2.44%3.28%Q1 2010Q4 20158
ROMANO BROTHERS AND COMPANY 880.55%0.74%0.82%Q3 2022Q2 20248
ACUITY INVESTMENT MANAGEMENT INC 881.58%3.53%4.51%Q2 2013Q1 20158
Corient Capital Partners, LLC 880.02%0.03%0.04%Q4 2020Q3 20228
IHT Wealth Management, LLC 880.01%0.07%0.11%Q4 2016Q3 20188
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 880.04%0.06%0.08%Q2 2013Q1 20158
Mascoma Wealth Management LLC 710.00%0.00%0.00%Q1 2021Q1 20238
BALTIMORE CAPITAL MANAGEMENT, INC 712.39%2.82%3.10%Q1 2017Q1 20198
IFG Advisory, LLC 880.02%0.08%0.12%Q3 2022Q2 20248
JTC Employer Solutions Trustee Ltd 710.00%0.01%0.02%Q2 2021Q2 20248
Wealthcare Advisory Partners LLC 710.00%0.03%0.04%Q2 2018Q1 20218
B. Riley Wealth Advisors, Inc. 610.00%0.02%0.03%Q4 2014Q2 20238
Azimuth Capital Investment Management LLC 880.17%0.19%0.21%Q2 2022Q1 20248
AHL Partners LLP 420.02%0.10%0.31%Q3 2014Q1 20178
MCKINLEY CAPITAL MANAGEMENT LLC 620.05%0.73%1.11%Q3 2014Q1 20178
Essex Financial Services, Inc. 880.04%0.13%0.31%Q2 2021Q1 20238
Johnson Midwest Financial, LLC 880.02%0.05%0.10%Q4 2021Q3 20238
Exchange Capital Management, Inc. 710.00%0.00%0.00%Q2 2013Q2 20168
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 440.00%0.01%0.01%Q3 2023Q2 20248
Daiwa Securities Group Inc. 880.00%0.00%0.00%Q3 2022Q2 20248
Perigon Wealth Management, LLC 710.01%0.02%0.05%Q3 2016Q4 20208
State of Wyoming 510.02%0.05%0.09%Q2 2021Q2 20248
Gideon Capital Advisors, Inc. 310.08%0.30%0.51%Q3 2014Q4 20188
PICTET ASSET MANAGEMENT SA 880.03%0.03%0.04%Q3 2021Q2 20238
Winfield Associates, Inc. 880.01%0.01%0.01%Q1 2016Q4 20178
Capital Bank & Trust Co 880.00%0.00%0.00%Q2 2018Q1 20208
VICTORY CAPITAL MANAGEMENT INC 420.00%0.00%0.01%Q4 2018Q4 20238
Carroll Financial Associates, Inc. 410.00%0.00%0.01%Q1 2014Q4 20218
Stonehage Fleming Financial Services Holdings Ltd 510.00%0.00%0.00%Q2 2021Q2 20248
CARDEROCK CAPITAL MANAGEMENT INC 880.33%0.44%0.52%Q2 2013Q1 20158
Cyrus J. Lawrence, LLC 620.02%0.03%0.04%Q1 2022Q2 20248
Trust Investment Advisors 770.92%1.11%1.21%Q4 2013Q2 20157
Lido Advisors, LLC 770.06%0.13%0.21%Q1 2019Q3 20207
Hennion & Walsh Asset Management, Inc. 770.02%0.02%0.02%Q2 2021Q4 20227
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 770.01%0.01%0.01%Q2 2013Q4 20147
Brinker Capital Investments, LLC 770.01%0.01%0.01%Q2 2021Q4 20227
Ranger International Management, LP 770.02%0.84%3.97%Q4 2015Q2 20177
CVA Family Office, LLC 770.04%0.05%0.06%Q4 2022Q2 20247
CPWM, LLC 770.06%0.08%0.16%Q1 2018Q3 20197
Spotlight Asset Group, Inc. 770.10%0.12%0.16%Q4 2019Q2 20217
WESTWOOD HOLDINGS GROUP INC 320.00%0.00%0.00%Q4 2021Q1 20247
Sowell Financial Services LLC 770.00%0.00%0.01%Q3 2019Q1 20217
Integrated Wealth Management 770.01%0.01%0.02%Q1 2015Q3 20167
Squar Milner Financial Services LLC 520.01%0.01%0.02%Q2 2018Q1 20207
FOUNDERS BANK & TRUST 770.01%0.01%0.01%Q2 2013Q4 20147
NEW ENGLAND SECURITIES CORP /MA/ 770.10%0.12%0.17%Q2 2013Q4 20147
Power Corp of Canada 770.27%0.38%0.54%Q1 2022Q3 20237
Venturi Wealth Management, LLC 610.00%0.00%0.00%Q2 2021Q2 20247
Westside Investment Management, Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
BBVA USA Bancshares, Inc. 770.50%0.57%0.64%Q2 2013Q4 20147
SeaCrest Wealth Management, LLC 610.01%0.01%0.01%Q4 2017Q2 20227
WATERSHED PRIVATE WEALTH LLC 770.14%0.21%0.28%Q4 2022Q2 20247
Corient Private Wealth LLC 770.00%0.00%0.01%Q4 2022Q2 20247
Bedel Financial Consulting, Inc. 770.01%0.01%0.01%Q3 2020Q1 20227
EULAV Asset Management 770.12%0.18%0.28%Q2 2013Q4 20147
Graves Light Lenhart Wealth, Inc. 770.01%0.02%0.02%Q4 2020Q2 20227
IBEX WEALTH ADVISORS 430.07%0.09%0.11%Q2 2022Q1 20247
BEACON INVESTMENT ADVISORY SERVICES, INC. 770.05%0.06%0.06%Q3 2017Q1 20197
NewEdge Advisors, LLC 770.00%0.00%0.00%Q4 2022Q2 20247
Southland Equity Partners LLC 520.07%0.08%0.10%Q4 2021Q2 20247
Joel Isaacson & Co., LLC 770.00%0.00%0.00%Q2 2015Q4 20167
Biltmore Family Office, LLC 770.07%0.08%0.09%Q4 2022Q2 20247
Lipe & Dalton 610.03%0.22%0.27%Q2 2015Q2 20197
SHAPIRO ROBERT N 770.01%0.01%0.01%Q2 2013Q4 20147
Thornmark Asset Management Inc. 771.96%3.55%4.49%Q2 2013Q4 20147
MUFG SECURITIES (CANADA), LTD. 520.01%1.77%3.65%Q4 2020Q2 20247
BerganKDV Wealth Management, LLC 610.00%0.00%0.00%Q4 2018Q4 20217
Colonial Trust Advisors 770.00%0.00%0.00%Q4 2022Q2 20247
Compass Wealth Management LLC 770.02%0.02%0.03%Q4 2022Q2 20247
FIRST CITIZENS BANCORPORATION INC 771.30%1.43%1.53%Q2 2013Q4 20147
Penserra Capital Management LLC 770.00%0.00%0.00%Q4 2022Q2 20247
Pinnacle Bancorp, Inc. 610.01%0.01%0.02%Q1 2017Q1 20207
TSFG, LLC 770.00%0.00%0.00%Q1 2019Q3 20207
CHEMICAL BANK 770.03%0.05%0.07%Q2 2013Q4 20147
First Command Bank 770.01%0.01%0.01%Q4 2016Q2 20187
SVB WEALTH LLC 770.00%0.00%0.01%Q4 2020Q2 20227
BOSTON PRIVATE BANK & TRUST CO 610.00%0.00%0.00%Q2 2013Q1 20157
Brookfield Asset Management 520.00%0.00%0.01%Q2 2013Q1 20237
Achmea Investment Management B.V. 770.02%0.25%0.61%Q4 2021Q2 20237
Pekin Hardy Strauss, Inc. 610.02%0.04%0.06%Q1 2014Q3 20177
ZACKS INVESTMENT MANAGEMENT 770.01%0.01%0.01%Q3 2022Q1 20247
OXFORD ASSET MANAGEMENT LLP 310.02%0.06%0.13%Q2 2013Q4 20157
HHM Wealth Advisors, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
Numeric Investors LLC 770.02%0.13%0.46%Q2 2016Q4 20177
MANCHESTER FINANCIAL INC 610.00%0.00%0.01%Q2 2019Q1 20217
WISCONSIN CAPITAL MANAGEMENT LLC 770.56%0.71%1.38%Q2 2013Q4 20147
Trifecta Capital Advisors, LLC 770.06%0.06%0.08%Q4 2022Q2 20247
CGOV Asset Management 770.02%0.03%0.03%Q3 2016Q1 20187
First Command Financial Services, Inc. 770.00%0.01%0.01%Q4 2016Q2 20187
PAYDEN & RYGEL 320.00%0.73%1.35%Q2 2013Q2 20197
Plante Moran Financial Advisors, LLC 610.00%0.02%0.03%Q2 2013Q1 20187
Placemark Investments, Inc. 770.01%0.01%0.02%Q2 2013Q4 20147
Banco de Sabadell, S.A 610.15%0.21%0.34%Q3 2018Q3 20207
TRUE Private Wealth Advisors 510.00%0.00%0.01%Q3 2018Q4 20207
NORDEA INVESTMENT MANAGEMENT AB 770.01%0.01%0.02%Q3 2018Q1 20207
Graypoint LLC 770.04%0.12%0.30%Q1 2020Q3 20217
Legacy Financial Advisors, Inc. 660.00%0.02%0.10%Q4 2017Q1 20196
Oakworth Capital, Inc. 660.00%0.00%0.00%Q4 2021Q1 20236
BALASA DINVERNO & FOLTZ LLC 660.05%0.07%0.08%Q2 2020Q3 20216
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 510.00%0.02%0.03%Q1 2015Q4 20226
First Allied Asset Management, Inc. 420.64%0.85%0.95%Q2 2013Q4 20146
SMITH ASSET MANAGEMENT GROUP LP 660.01%0.01%0.01%Q2 2013Q3 20146
Townsend & Associates, Inc 420.02%0.07%0.11%Q3 2022Q1 20246
1919 Investment Counsel, LLC 660.01%0.01%0.01%Q2 2013Q3 20146
BlackRock Fund Advisors 660.00%0.00%0.00%Q2 2013Q3 20146
Utah Retirement Systems 660.08%0.10%0.11%Q1 2023Q2 20246
Maryland State Retirement & Pension System 660.04%0.05%0.07%Q1 2023Q2 20246
Quad-Cities Investment Group, LLC 660.02%0.02%0.03%Q2 2018Q3 20196
Capital International Investors 510.00%0.01%0.01%Q3 2019Q2 20246
SNS Financial Group, LLC 420.02%0.02%0.03%Q2 2021Q1 20246
Ameritas Investment Company, LLC 310.01%0.01%0.03%Q4 2018Q3 20216
Beacon Pointe Advisors, LLC 420.05%0.07%0.11%Q1 2022Q2 20246
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 660.03%0.09%0.18%Q2 2013Q3 20146
FULTON BANK, N.A. 330.02%0.03%0.04%Q2 2013Q4 20146
Community Bank, N.A. 510.00%0.00%0.00%Q4 2014Q3 20216
BARINGS LLC 660.01%0.01%0.03%Q2 2016Q3 20176
DONALDSON CAPITAL MANAGEMENT, LLC 330.03%0.06%0.11%Q3 2011Q4 20146
1st Global Advisors, Inc. 660.04%0.05%0.05%Q1 2016Q2 20176
ROYAL LONDON ASSET MANAGEMENT LTD 660.00%0.01%0.03%Q4 2022Q1 20246
BALDWIN WEALTH PARTNERS LLC/MA 660.06%0.10%0.14%Q1 2022Q2 20236
First Affirmative Financial Network 660.20%0.28%0.34%Q1 2023Q2 20246
Bison Wealth, LLC 420.12%0.14%0.17%Q2 2018Q4 20196
PDS Planning, Inc 660.03%0.04%0.04%Q1 2023Q2 20246
Bank OZK 660.09%0.10%0.10%Q3 2013Q4 20146
Harvest Portfolios Group Inc. 660.10%0.12%0.13%Q1 2023Q2 20246
NuWave Investment Management, LLC 510.00%0.22%0.60%Q3 2020Q2 20226
Murchinson Ltd. 110.27%1.18%1.88%Q3 2022Q1 20246
Crewe Advisors LLC 220.00%0.01%0.01%Q4 2021Q2 20246
Lombard Odier Asset Management (USA) Corp 220.01%0.05%0.08%Q3 2022Q4 20226
CALDWELL SUTTER CAPITAL, INC. 660.04%0.05%0.06%Q1 2023Q2 20246
Chicago Partners Investment Group LLC 660.00%0.02%0.03%Q2 2017Q3 20186
Quantinno Capital Management LP 660.01%0.03%0.06%Q1 2023Q2 20246
Evercore Trust Company, N.A. 660.30%0.32%0.34%Q2 2016Q3 20176
HBK INVESTMENTS L P 210.01%0.01%0.02%Q2 2013Q1 20196
Beverly Hills Private Wealth, LLC 660.05%0.07%0.09%Q1 2023Q2 20246
Good Life Advisors, LLC 660.03%0.04%0.06%Q1 2021Q2 20226
AGF MANAGEMENT LTD 420.78%1.03%1.29%Q4 2022Q2 20246
Patriot Financial Group Insurance Agency, LLC 660.08%0.13%0.19%Q4 2016Q1 20186
NorthCoast Asset Management LLC 410.04%0.27%0.48%Q2 2015Q3 20216
REGIONS FINANCIAL CORP 660.00%0.00%0.00%Q4 2017Q1 20196
Fiduciary Trust Co International of Pennsylvania 510.01%0.01%0.02%Q2 2017Q1 20196
Icon Wealth Partners, LLC 310.01%0.06%0.10%Q4 2017Q2 20236
BOKF, NA 660.00%0.00%0.00%Q1 2023Q2 20246
Cerity Partners LLC 330.00%0.00%0.00%Q2 2022Q2 20246
Farmers & Merchants Trust Co of Chambersburg PA 660.01%0.01%0.01%Q4 2022Q1 20246
HRT FINANCIAL LP 110.00%0.01%0.04%Q4 2018Q4 20236
Taylor Hoffman Wealth Management 510.00%0.00%0.00%Q4 2018Q2 20206
GANTZERT INVESTMENT CO LLC /ADV 660.02%0.03%0.04%Q4 2018Q1 20206
Northwest Bancshares, Inc. 660.78%1.07%1.30%Q1 2023Q2 20246
MANAGED ACCOUNT ADVISORS LLC 330.00%0.01%0.03%Q2 2013Q2 20156
PFG Private Wealth Management, LLC 660.00%0.00%0.00%Q3 2021Q4 20226
MARINO, STRAM & ASSOCIATES LLC 660.02%0.02%0.02%Q4 2017Q1 20196
MQS Management LLC 210.19%0.41%0.82%Q4 2021Q2 20246
GROUP ONE TRADING, L.P. 210.00%0.00%0.00%Q4 2016Q4 20236
AMERICAN ASSETS INC 660.35%0.40%0.44%Q3 2015Q4 20166
Providence Wealth Advisors, LLC 663.01%3.28%3.44%Q2 2018Q3 20196
ClariVest Asset Management LLC 420.28%0.32%0.34%Q3 2021Q1 20236
Qube Research & Technologies Ltd 210.01%0.04%0.12%Q4 2019Q2 20246
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 410.00%0.01%0.02%Q1 2018Q2 20205
Private Ocean, LLC 550.00%0.00%0.00%Q1 2023Q1 20245
Vectors Research Management, LLC 550.00%0.00%0.00%Q2 2021Q2 20225
Rehmann Capital Advisory Group 550.00%0.00%0.00%Q1 2018Q1 20195
VisionPoint Advisory Group, LLC 550.01%0.01%0.01%Q2 2023Q2 20245
Petrus Trust Company, LTA 320.03%0.03%0.05%Q3 2021Q4 20225
EDMOND DE ROTHSCHILD HOLDING S.A. 310.00%0.01%0.05%Q3 2018Q2 20245
HC FINANCIAL ADVISORS INC 550.00%0.00%0.00%Q2 2021Q2 20225
COUNTRY TRUST BANK 550.00%0.00%0.00%Q4 2018Q4 20195
Capital Group Private Client Services, Inc. 550.02%0.03%0.04%Q2 2023Q2 20245
Price Wealth, LLC 550.00%0.00%0.01%Q2 2018Q2 20195
WINTRUST INVESTMENTS LLC 320.02%0.02%0.03%Q1 2023Q2 20245
Farmers National Bank 320.02%0.02%0.02%Q4 2017Q2 20195
Ellis Investment Partners, LLC 550.01%0.01%0.01%Q2 2019Q2 20205
Voit & Company, LLC 551.52%2.16%2.79%Q4 2018Q4 20195
HARBOR INVESTMENT ADVISORY, LLC 550.00%0.00%0.00%Q4 2019Q4 20205
CSat Investment Advisory, L.P. 550.06%0.12%0.16%Q2 2019Q2 20205
Highlander Capital Management, LLC 550.01%0.02%0.03%Q1 2015Q1 20165
Avestar Capital, LLC 550.00%0.00%0.00%Q1 2018Q1 20195
Veritable, L.P. 210.00%0.01%0.01%Q3 2018Q4 20215
Harvest Fund Management Co., Ltd 550.00%0.01%0.04%Q3 2022Q3 20235
BlueCrest Capital Management Ltd 410.01%0.03%0.04%Q4 2017Q1 20195
Kerntke Otto McGlone Wealth Management Group 410.14%0.17%0.23%Q4 2019Q2 20215
Bayesian Capital Management, LP 210.05%0.11%0.20%Q4 2016Q4 20235
Pathway Financial Advisers, LLC 320.00%0.02%0.04%Q4 2022Q1 20245
SUMMIT SECURITIES GROUP LLC 410.00%0.02%0.11%Q4 2015Q1 20235
THORNBURG INVESTMENT MANAGEMENT INC 550.02%0.08%0.12%Q1 2022Q1 20235
Genus Capital Management Inc. 550.13%1.43%2.55%Q2 2023Q2 20245
Prospera Financial Services Inc 410.01%0.02%0.04%Q1 2022Q2 20245
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 410.00%0.01%0.03%Q1 2016Q2 20195
CenterBook Partners LP 410.20%0.31%0.60%Q2 2022Q4 20235
WILMINGTON TRUST CO 550.09%0.10%0.12%Q2 2013Q2 20145
West Family Investments, Inc. 410.07%0.07%0.08%Q2 2021Q3 20235
Concert Wealth Management Inc. 410.03%0.15%0.20%Q2 2015Q3 20165
Midwest Professional Planners, LTD. 320.19%0.42%0.58%Q4 2017Q2 20195
ADVISOR PARTNERS II, LLC 550.04%0.05%0.07%Q3 2022Q3 20235
BB&T INVESTMENT SERVICES, INC. 550.00%0.07%0.15%Q4 2016Q4 20175
Regal Investment Advisors LLC 550.02%0.02%0.02%Q3 2014Q3 20155
Spire Wealth Management 550.00%0.00%0.00%Q1 2021Q1 20225
Blueshift Asset Management, LLC 210.03%0.06%0.09%Q3 2019Q4 20215
SPOT TRADING L.L.C. 220.00%0.01%0.02%Q2 2017Q3 20175
WFA of San Diego, LLC 210.02%0.02%0.02%Q2 2022Q2 20245
Thomasville National Bank 410.04%0.09%0.14%Q3 2013Q1 20155
National Pension Service 410.20%0.25%0.32%Q4 2016Q1 20205
INTEGRAL DERIVATIVES, LLC 210.01%0.01%0.03%Q2 2015Q2 20175
Horizon Investments, LLC 320.02%0.10%0.26%Q2 2013Q2 20235
COMMUNITY FINANCIAL SYSTEM, INC. 550.00%0.00%0.00%Q3 2013Q3 20145
Corbenic Partners LLC 550.00%0.00%0.00%Q2 2021Q2 20225
AVIANCE CAPITAL MANAGEMENT, LLC 320.00%0.03%0.10%Q3 2013Q3 20175
Qtron Investments LLC 410.05%0.06%0.08%Q1 2022Q1 20245
WENDELL DAVID ASSOCIATES INC 550.03%0.03%0.04%Q3 2021Q3 20225
Hanson & Doremus Investment Management 210.00%0.00%0.01%Q3 2015Q1 20205
NumerixS Investment Technologies Inc 210.02%0.06%0.13%Q4 2015Q3 20175
BRYN MAWR CAPITAL MANAGEMENT INC 310.06%0.48%1.20%Q2 2013Q3 20155
LINCOLN NATIONAL CORP 550.08%0.09%0.10%Q4 2013Q4 20145
TIAA CREF INVESTMENT MANAGEMENT LLC 410.00%0.01%0.05%Q3 2014Q4 20155
BELLEVUE ASSET MANAGEMENT, LLC 550.00%0.00%0.00%Q1 2020Q1 20215
FOX RUN MANAGEMENT, L.L.C. 110.10%0.20%0.30%Q4 2015Q2 20235
UniSuper Management Pty Ltd 550.01%0.01%0.02%Q2 2023Q2 20245
GRIES FINANCIAL LLC 550.34%0.44%0.54%Q2 2023Q2 20245
FIRST INTERSTATE BANK 550.00%0.00%0.00%Q3 2015Q3 20165
Capital International, Inc./CA/ 550.18%0.26%0.51%Q2 2023Q2 20245
Mutual Advisors, LLC 410.01%0.02%0.03%Q3 2021Q2 20245
CapWealth Advisors, LLC 440.00%0.00%0.00%Q2 2013Q1 20144
Parasol Investment Management, LLC 440.01%0.01%0.01%Q4 2013Q3 20144
Gemmer Asset Management LLC 310.00%0.00%0.00%Q1 2018Q1 20204
DUALITY ADVISERS, LP 210.05%0.11%0.18%Q3 2022Q4 20234
NBC SECURITIES, INC. 440.04%0.05%0.07%Q3 2023Q2 20244
Legacy Bridge, LLC 440.02%0.02%0.02%Q4 2018Q3 20194
Boston Trust Walden Corp 440.00%0.00%0.00%Q2 2021Q1 20224
Signature Wealth Management Group 440.01%0.01%0.01%Q4 2017Q3 20184
F&C Asset Management plc 440.27%0.28%0.30%Q2 2013Q1 20144
DEERE & CO 440.05%0.06%0.06%Q4 2013Q3 20144
Barrett Asset Management, LLC 310.00%0.00%0.00%Q4 2020Q4 20214
Intercontinental Wealth Advisors, LLC 440.14%0.15%0.17%Q3 2022Q2 20234
INNOVIS ASSET MANAGEMENT LLC 440.09%0.10%0.11%Q4 2022Q3 20234
Ignite Planners, LLC 440.19%0.24%0.28%Q3 2023Q2 20244
SYON CAPITAL LLC 440.05%0.06%0.06%Q3 2023Q2 20244
Realta Investment Advisors 440.00%0.00%0.00%Q1 2019Q4 20194
Atria Wealth Solutions, Inc. 220.00%0.00%0.00%Q2 2022Q1 20244
American Research & Management Co. 440.01%0.01%0.01%Q4 2013Q3 20144
TRUST DEPARTMENT MB FINANCIAL BANK N A 440.01%0.01%0.01%Q4 2013Q3 20144
AIGEN INVESTMENT MANAGEMENT, LP 310.03%0.14%0.29%Q4 2021Q1 20234
DHJJ Financial Advisors, Ltd. 440.03%0.03%0.04%Q3 2023Q2 20244
WRAPMANAGER INC 440.06%0.06%0.07%Q2 2023Q1 20244
Canoe Financial LP 440.05%0.06%0.08%Q1 2023Q4 20234
Horan Capital Advisors, LLC. 210.02%0.02%0.02%Q3 2017Q4 20194
C M BIDWELL & ASSOCIATES LTD 310.04%0.06%0.07%Q2 2014Q2 20164
Ethic Inc. 310.01%0.04%0.08%Q4 2020Q2 20244
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.00%0.04%0.09%Q4 2020Q2 20244
Pictet Asset Management Holding SA 440.03%0.03%0.03%Q3 2023Q2 20244
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 310.02%0.03%0.03%Q2 2016Q2 20174
Wealthsimple Inc. 440.01%0.01%0.01%Q4 2021Q3 20224
Neuberger Berman Canada ULC 440.66%1.25%1.74%Q3 2014Q2 20154
Sentry Investments Corp. 220.17%0.32%0.62%Q1 2017Q1 20184
Ninepoint Partners LP 210.10%0.21%0.35%Q1 2018Q2 20244
OSTRUM ASSET MANAGEMENT 440.24%0.25%0.26%Q1 2023Q4 20234
ANALYTIC INVESTORS, LLC 440.04%0.07%0.16%Q2 2013Q1 20144
Schubert & Co 440.00%0.01%0.01%Q2 2022Q1 20234
Silicon Valley Capital Partners 440.00%0.00%0.00%Q2 2023Q1 20244
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 440.00%0.00%0.00%Q2 2013Q1 20144
Simplicity Solutions, LLC 310.00%0.02%0.04%Q1 2018Q4 20204
MYCIO WEALTH PARTNERS, LLC 440.00%0.00%0.01%Q4 2015Q3 20164
Arden Trust Co 440.02%0.04%0.06%Q2 2019Q1 20204
HAP Trading, LLC 220.03%0.09%0.18%Q3 2021Q4 20214
CAAS CAPITAL MANAGEMENT LP 220.02%0.12%0.17%Q1 2021Q2 20214
Coastal Bridge Advisors, LLC 440.14%0.20%0.31%Q1 2018Q4 20184
STUDIO INVESTMENT MANAGEMENT LLC 440.00%0.13%0.43%Q3 2023Q2 20244
TIFF ADVISORY SERVICES, LLC 440.24%0.45%0.80%Q2 2013Q1 20144
Truvestments Capital LLC 310.01%0.01%0.02%Q3 2018Q3 20194
Leucadia National 440.01%0.01%0.01%Q3 2023Q2 20244
Baader Bank Aktiengesellschaft 440.08%0.12%0.14%Q4 2021Q3 20224
Anson Funds Management LP 210.11%0.18%0.30%Q4 2021Q2 20244
DAVENPORT & Co LLC 210.00%0.00%0.00%Q4 2021Q1 20244
NBT BANK N A /NY 440.03%0.24%0.35%Q3 2023Q2 20244
Desjardins Global Asset Management Inc. 220.02%0.13%0.27%Q4 2022Q4 20234
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 440.05%0.06%0.07%Q3 2023Q2 20244
Mitsubishi UFJ Asset Management Co., Ltd. 440.00%0.00%0.00%Q2 2019Q1 20204
Lombard Odier Transatlantic Ltd 440.05%0.06%0.07%Q4 2015Q3 20164
Freedom Investment Management, Inc. 210.02%0.02%0.03%Q1 2019Q1 20224
BUCKHEAD CAPITAL MANAGEMENT LLC 440.04%0.05%0.05%Q2 2021Q1 20224
Personal Wealth Partners 310.00%0.00%0.00%Q2 2019Q2 20214
Natixis Investment Managers International 310.02%0.04%0.13%Q4 2013Q3 20184
CARRET ASSET MANAGEMENT, LLC 440.03%0.05%0.06%Q4 2021Q3 20224
West Oak Capital, LLC 440.01%0.01%0.02%Q3 2016Q2 20174
Rockbridge Investment Management, LCC 440.00%0.00%0.00%Q3 2021Q2 20224
Engineers Gate Manager LP 210.01%0.02%0.03%Q4 2021Q1 20244
BEACON FINANCIAL GROUP 440.07%0.08%0.09%Q1 2023Q4 20234
MONEY CONCEPTS CAPITAL CORP 440.00%0.00%0.00%Q1 2022Q4 20224
PDT Partners, LLC 110.03%0.08%0.20%Q2 2014Q2 20234
CERTUITY, LLC 310.03%0.05%0.11%Q1 2021Q2 20244
Harbour Capital Advisors, LLC 440.07%0.08%0.09%Q4 2022Q3 20234
AJO, LP 440.01%0.12%0.24%Q2 2016Q1 20174
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q1 20244
MARSHALL WACE ASIA Ltd 331.51%1.89%2.45%Q1 2021Q3 20213
Farther Finance Advisors, LLC 330.00%0.00%0.01%Q4 2023Q2 20243
NORTHSTAR INVESTMENT ADVISORS LLC 111.07%1.21%1.47%Q3 2013Q1 20163
Stadion Money Management, LLC 330.06%0.07%0.08%Q2 2013Q4 20133
Quantitative Systematic Strategies LLC 110.06%0.09%0.14%Q1 2018Q1 20213
BANCORPSOUTH INC 330.02%0.02%0.03%Q3 2013Q1 20143
Frazier Financial Advisors, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Ridgewood Investments LLC 210.03%0.04%0.05%Q1 2023Q2 20243
JOYN Advisors, Inc. 330.00%0.00%0.00%Q2 2018Q4 20183
Pathstone Holdings, LLC 330.01%0.01%0.01%Q4 2023Q2 20243
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD 331.23%1.34%1.44%Q2 2013Q4 20133
ELEMENT CAPITAL MANAGEMENT LLC 330.01%0.02%0.02%Q3 2018Q1 20193
SEVEN EIGHT CAPITAL, LP 110.01%0.08%0.13%Q3 2015Q1 20183
TOWER TRUST Co 330.14%0.14%0.15%Q3 2013Q1 20143
GAMMA Investing LLC 330.02%0.03%0.04%Q4 2023Q2 20243
Bellwether Investment Group, LLC 210.00%0.01%0.01%Q2 2016Q1 20173
Artemis Investment Management LLP 330.03%0.03%0.05%Q1 2022Q3 20223
Tetrem Capital Management Ltd. 210.01%0.01%0.02%Q2 2013Q2 20153
CKW FINANCIAL GROUP 330.01%0.01%0.01%Q4 2014Q2 20153
PATRICK M SWEENEY & ASSOCIATES, INC 330.19%0.29%0.36%Q4 2023Q2 20243
ExodusPoint Capital Management, LP 110.00%0.01%0.02%Q3 2019Q1 20213
Nuveen Asset Management, LLC 330.04%0.06%0.07%Q4 2023Q2 20243
Pensionmark Financial Group, LLC 330.02%0.04%0.05%Q4 2023Q2 20243
Gupta Wealth Management LLC 330.02%0.02%0.03%Q3 2015Q1 20163
Sheaff Brock Investment Advisors, LLC 330.02%0.02%0.02%Q2 2021Q4 20213
Acrospire Investment Management LLC 330.01%0.02%0.05%Q3 2016Q1 20173
Intrua Financial, LLC 330.06%0.06%0.07%Q3 2022Q1 20233
Karp Capital Management Corp 210.19%0.36%0.46%Q1 2017Q1 20183
LBP AM SA 330.02%0.05%0.08%Q4 2022Q2 20233
WealthPLAN Partners, LLC 210.00%0.01%0.02%Q2 2016Q1 20173
MILES CAPITAL, INC. 330.13%0.13%0.14%Q4 2016Q2 20173
Strategic Capital Alternatives LLC 210.01%0.01%0.01%Q3 2014Q2 20153
TOCQUEVILLE ASSET MANAGEMENT L.P. 330.00%0.00%0.00%Q2 2014Q4 20143
AMERICAFIRST CAPITAL MANAGEMENT, LLC 330.09%0.12%0.15%Q2 2016Q4 20163
UNIO CAPITAL LLC 330.24%0.25%0.26%Q2 2022Q4 20223
Wilmington Trust, National Association 330.01%0.01%0.01%Q4 2013Q2 20143
Ashfield Capital Partners, LLC 330.01%0.01%0.02%Q2 2014Q4 20143
Manchester Capital Management LLC 330.00%0.00%0.01%Q2 2014Q4 20143
MGO ONE SEVEN LLC 210.00%0.00%0.00%Q4 2017Q4 20183
Fieldpoint Private Securities, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
ROTHSCHILD INVESTMENT LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Atlantic Edge Private Wealth Management, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Winthrop Capital Management, LLC 330.03%0.04%0.04%Q4 2023Q2 20243
Column Capital Advisors, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Bruce G. Allen Investments, LLC 330.02%0.02%0.02%Q4 2023Q2 20243
Blackhawk Capital Partners LLC. 330.03%0.04%0.04%Q4 2017Q2 20183
Susquehanna Portfolio Strategies, LLC 330.74%0.80%0.88%Q4 2023Q2 20243
BRIDGES INVESTMENT MANAGEMENT INC 210.01%0.01%0.01%Q2 2021Q1 20223
RENAISSANCE GROUP LLC 330.46%0.47%0.50%Q2 2013Q4 20133
MARTINGALE ASSET MANAGEMENT L P 330.08%0.10%0.11%Q2 2013Q4 20133
SkyOak Wealth, LLC 330.79%0.95%1.04%Q4 2019Q2 20203
Executive Wealth Management, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
Princeton Alpha Management LP 110.05%0.06%0.09%Q1 2015Q3 20163
MAPLE SECURITIES USA INC 210.04%0.09%0.17%Q4 2013Q2 20153
FIRST COMMUNITY TRUST NA 330.06%0.07%0.08%Q4 2021Q2 20223
Parametric Risk Advisors LLC 330.54%0.55%0.58%Q1 2016Q3 20163
Perpetual Ltd 210.00%0.02%0.06%Q2 2014Q2 20233
Spectrum Financial Alliance Ltd LLC 330.02%0.02%0.02%Q2 2018Q4 20183
Prime Capital Investment Advisors, LLC 330.00%0.00%0.01%Q3 2018Q1 20193
MAVERICK CAPITAL LTD 330.00%0.00%0.00%Q1 2021Q3 20213
Crestwood Advisors Group, LLC 330.02%0.03%0.03%Q2 2018Q4 20183
Monaco Asset Management SAM 330.68%1.05%1.26%Q4 2022Q2 20233
NORTHERN CAPITAL MANAGEMENT LLC 210.10%0.11%0.11%Q2 2014Q3 20163
Kore Private Wealth LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Tower View Wealth Management LLC 330.03%0.04%0.04%Q3 2021Q1 20223
Teza Capital Management LLC 110.05%0.15%0.24%Q4 2017Q4 20183
INVESTMENT CENTERS OF AMERICA INC 210.02%0.02%0.03%Q1 2016Q1 20173
SAC Capital Advisors LP 330.00%0.01%0.01%Q3 2013Q1 20143
Bridgefront Capital, LLC 210.22%0.29%0.33%Q1 2021Q2 20233
MIRABELLA FINANCIAL SERVICES LLP 330.02%0.04%0.05%Q3 2022Q1 20233
Community Financial Services Group, LLC 330.05%0.06%0.06%Q1 2015Q3 20153
KEYBANK NATIONAL ASSOCIATION/OH 330.01%0.01%0.01%Q4 2023Q2 20243
Risk Paradigm Group, LLC 330.01%0.02%0.04%Q1 2015Q3 20153
Lucia Wealth Services, LLC 330.00%0.01%0.02%Q1 2018Q3 20183
SANTA BARBARA ASSET MANAGEMENT, LLC 330.06%0.07%0.08%Q2 2013Q4 20133
Signature Resources Capital Management, LLC 330.01%0.01%0.01%Q4 2023Q2 20243
Gold Investment Management Ltd. 330.73%0.84%0.92%Q4 2023Q2 20243
THRIVENT FINANCIAL FOR LUTHERANS 110.00%0.00%0.00%Q3 2017Q2 20243
Optiver Holding B.V. 110.00%0.00%0.00%Q2 2021Q4 20233
Strategic Capital Group LLC 210.01%0.02%0.04%Q2 2013Q2 20143
MeadowBrook Investment Advisors LLC 330.01%0.01%0.01%Q4 2023Q2 20243
Fielder Capital Group LLC 330.08%0.12%0.16%Q4 2023Q2 20243
Laurion Capital Management LP 110.00%0.00%0.00%Q1 2017Q1 20173
Edgestream Partners, L.P. 330.08%0.26%0.42%Q3 2021Q1 20223
CHIRON CAPITAL MANAGEMENT, LLC 110.01%0.26%0.50%Q3 2020Q2 20243
Pineridge Advisors LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Jane Street Holding, LLC 330.06%0.07%0.10%Q2 2013Q4 20133
Smartleaf Asset Management LLC 330.00%0.00%0.00%Q4 2023Q2 20243
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 210.01%0.01%0.02%Q4 2017Q3 20183
Advisory Alpha, LLC 210.00%0.00%0.00%Q3 2019Q3 20203
Lenox Wealth Management, Inc. 330.00%0.00%0.00%Q4 2019Q2 20203
Trilogy Capital Inc. 330.01%0.01%0.01%Q1 2018Q3 20183
FIRST HAWAIIAN BANK 330.00%0.00%0.00%Q3 2018Q1 20193
Windsor Capital Management, LLC 110.02%0.02%0.02%Q2 2013Q3 20153
TCTC Holdings, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
MIDLAND WEALTH ADVISORS LLC 330.03%0.07%0.10%Q4 2023Q2 20243
Spectrum Management Group, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
Mesirow Financial Investment Management, Inc. 330.01%0.01%0.01%Q4 2023Q2 20243
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 330.00%0.92%2.75%Q4 2019Q2 20203
Householder Group Estate & Retirement Specialist, LLC 330.00%0.00%0.01%Q3 2022Q1 20233
PRINCIPAL SECURITIES, INC. 330.00%0.00%0.00%Q4 2023Q2 20243
tru Independence LLC 330.00%0.00%0.01%Q4 2019Q2 20203
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 330.02%0.02%0.02%Q4 2023Q2 20243
Harbour Trust & Investment Management Co 330.06%0.08%0.09%Q4 2023Q2 20243
XPONANCE, INC. 330.01%0.01%0.01%Q2 2020Q4 20203
XTX Topco Ltd 110.09%0.10%0.11%Q4 2023Q2 20242
Fortis Capital Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Headlands Technologies LLC 220.00%0.01%0.01%Q4 2023Q1 20242
NEW YORK STATE COMMON RETIREMENT FUND 220.01%0.01%0.01%Q2 2016Q3 20162
Clearwater Capital Advisors, LLC 110.04%0.04%0.04%Q1 2018Q3 20182
GRAYHAWK INVESTMENT STRATEGIES INC. 110.00%0.00%0.01%Q2 2022Q4 20222
Alera Investment Advisors, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
BRANDYWINE OAK PRIVATE WEALTH LLC 220.05%0.05%0.05%Q4 2018Q1 20192
BANK OF STOCKTON 110.17%0.21%0.25%Q2 2013Q1 20142
Regal Wealth Group, Inc. 220.01%0.01%0.01%Q2 2016Q3 20162
SlateStone Wealth, LLC 220.04%0.04%0.04%Q1 2024Q2 20242
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q4 2017Q2 20192
Strategic Investment Solutions, Inc. /IL 110.01%0.01%0.01%Q1 2023Q4 20232
Eudaimonia Partners, LLC 110.00%0.01%0.01%Q4 2019Q1 20212
MATHER GROUP, LLC. 220.00%0.00%0.00%Q1 2024Q2 20242
Handelsbanken Fonder AB 220.02%0.03%0.05%Q4 2015Q1 20162
HORIZON KINETICS ASSET MANAGEMENT LLC 220.02%0.02%0.02%Q3 2020Q4 20202
Riverpoint Wealth Management Holdings, LLC 220.06%0.06%0.06%Q4 2023Q1 20242
Disciplined Investments, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Convergence Investment Partners, LLC 110.00%0.03%0.06%Q2 2013Q1 20182
Pinnacle Wealth Planning Services, Inc. 110.00%0.02%0.04%Q4 2020Q1 20222
Atomi Financial Group, Inc. 220.02%0.02%0.03%Q1 2024Q2 20242
Sciencast Management LP 110.37%0.56%0.74%Q2 2023Q1 20242
BKM Wealth Management, LLC 220.04%0.04%0.04%Q4 2023Q1 20242
HBC Financial Services, PLLC 220.01%0.01%0.01%Q4 2019Q1 20202
SECURITY NATIONAL TRUST CO 110.00%0.00%0.00%Q4 2013Q2 20142
Man Investments Ltd 220.04%0.13%0.22%Q1 2014Q2 20142
Legg Mason Asset Management (Japan) Co., Ltd. 220.84%0.88%0.92%Q3 2014Q4 20142
qPULA Trading Management LP 110.50%0.75%1.00%Q2 2021Q4 20212
Intellectus Partners, LLC 220.01%0.01%0.01%Q4 2016Q1 20172
FinTrust Capital Advisors, LLC 220.00%0.00%0.01%Q4 2018Q1 20192
Ford Financial Group, LLC 110.00%0.00%0.01%Q4 2017Q2 20212
GAMCO INVESTORS, INC. ET AL 220.01%0.01%0.01%Q4 2022Q1 20232
MHI Funds, LLC 221.94%2.00%2.06%Q4 2017Q1 20182
BOOTHBAY FUND MANAGEMENT, LLC 110.01%0.01%0.02%Q2 2023Q2 20232
Timber Creek Capital Management LLC 220.01%0.01%0.01%Q3 2016Q4 20162
MAI Capital Management 220.00%0.00%0.00%Q1 2024Q2 20242
Airain ltd 110.03%0.05%0.07%Q2 2015Q1 20162
SouthState Corp 220.01%0.02%0.04%Q3 2013Q4 20132
Kowal Investment Group, LLC 110.03%0.06%0.10%Q3 2021Q3 20232
STANCORP INVESTMENT ADVISERS INC 220.00%0.00%0.00%Q4 2014Q1 20152
Capital Investment Advisory Services, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Nebula Research & Development LLC 220.04%0.07%0.10%Q1 2024Q2 20242
Grey Fox Wealth Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Retirement Group, LLC 110.00%0.01%0.01%Q4 2021Q3 20222
K2 PRINCIPAL FUND, L.P. 110.11%0.44%0.77%Q4 2017Q1 20222
TD Waterhouse Canada Inc. 222.01%2.12%2.22%Q1 2024Q2 20242
RIVERSVILLE CAPITAL, INC. 220.00%0.00%0.00%Q2 2013Q3 20132
GAM Holding AG 220.01%0.01%0.01%Q4 2017Q1 20182
WOLVERINE ASSET MANAGEMENT LLC 110.01%0.04%0.07%Q1 2015Q1 20152
STIFEL NICOLAUS & CO INC \MO\ 220.01%0.20%0.40%Q2 2013Q3 20132
Harrington Investments, INC 220.01%0.01%0.01%Q2 2018Q3 20182
Passumpsic Savings Bank 220.30%0.30%0.30%Q1 2024Q2 20242
FOSTER DYKEMA CABOT & PARTNERS, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Avantax Planning Partners, Inc. 110.00%0.01%0.01%Q1 2018Q3 20182
Fusion Family Wealth LLC 220.00%0.00%0.01%Q4 2016Q1 20172
Cornerstone Planning Group LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Brown Shipley& Co Ltd 110.05%0.06%0.06%Q2 2023Q1 20242
GoalVest Advisory LLC 220.19%0.20%0.22%Q1 2024Q2 20242
JOURNEY STRATEGIC WEALTH LLC 220.03%0.03%0.03%Q1 2024Q2 20242
Inscription Capital, LLC 220.11%0.12%0.14%Q4 2018Q1 20192
Emerald Acquisition Ltd. 220.21%0.21%0.22%Q2 2016Q3 20162
DC Investments Management, LLC 220.24%0.25%0.27%Q2 2018Q3 20182
DESCHAINE & COMPANY, LLC 220.76%0.78%0.80%Q1 2015Q2 20152
CFM WEALTH PARTNERS LLC 220.01%0.01%0.01%Q1 2020Q2 20202
REGENTATLANTIC CAPITAL LLC 110.01%0.01%0.01%Q4 2014Q1 20222
KPP Advisory Services LLC 220.06%0.14%0.22%Q4 2023Q1 20242
Merit Financial Group, LLC 220.01%0.01%0.01%Q1 2024Q2 20242
TRUST & FIDUCIARY MANAGEMENT SERVICES INC 220.03%0.04%0.04%Q4 2013Q1 20142
Caption Management, LLC 110.07%0.08%0.10%Q3 2023Q3 20232
DRW Securities, LLC 110.08%0.09%0.09%Q3 2021Q3 20212
Sigma Planning Corp 220.01%0.01%0.01%Q1 2023Q2 20232
OPSEU Pension Plan Trust Fund 220.12%0.12%0.13%Q2 2022Q3 20222
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.01%0.02%0.02%Q2 2016Q3 20182
INTECH INVESTMENT MANAGEMENT LLC 220.06%0.08%0.11%Q1 2024Q2 20242
Versor Investments LP 110.01%0.04%0.07%Q3 2019Q2 20212
Icon Wealth Advisors, LLC 110.01%0.01%0.01%Q3 2022Q4 20232
TRUSTCORE FINANCIAL SERVICES, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
MARVIN & PALMER ASSOCIATES INC 223.45%3.57%3.70%Q1 2022Q2 20222
Caldwell Investment Management Ltd. 223.81%3.88%3.95%Q4 2023Q1 20242
Scotia Asset Management L.P. 223.30%3.51%3.72%Q2 2013Q3 20132
Milestone Investment Advisors LLC 110.03%0.03%0.03%Q1 2023Q3 20232
Timelo Investment Management Inc. 229.19%11.28%13.38%Q4 2022Q1 20232
Kingsview Wealth Management, LLC 110.01%0.02%0.03%Q4 2019Q2 20242
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.01%Q1 2019Q2 20242
Connectus Wealth, LLC 220.03%0.03%0.03%Q4 2021Q1 20222
Wealth Quarterback LLC 220.00%0.01%0.01%Q4 2019Q1 20202
Wealthspire Advisors, LLC 110.00%0.00%0.01%Q4 2018Q2 20242
Willingdon Wealth Management 221.15%1.53%1.92%Q2 2015Q3 20152
BAHL & GAYNOR INC 220.00%0.00%0.00%Q1 2024Q2 20242
THOMAS WHITE INTERNATIONAL LTD 220.00%0.00%0.00%Q2 2013Q3 20132
FAIRFIELD, BUSH & CO. 220.01%0.01%0.01%Q2 2013Q3 20132
Solidarity Wealth, LLC 220.11%0.12%0.13%Q1 2022Q2 20222
Poehling Capital Management, INC. 110.00%0.00%0.01%Q4 2017Q2 20182
FSA Wealth Management LLC 220.02%0.05%0.08%Q4 2019Q1 20202
City Financial Investment Co Ltd 220.26%0.38%0.49%Q2 2018Q3 20182
HIGHBRIDGE CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q3 2015Q3 20162
Starfire Investment Advisers, Inc. 110.14%0.15%0.16%Q1 2017Q3 20172
Centiva Capital, LP 110.01%0.01%0.01%Q1 2021Q1 20222
SIERRA SUMMIT ADVISORS LLC 220.08%0.08%0.08%Q4 2023Q1 20242
ROPES WEALTH ADVISORS LLC 220.00%0.00%0.00%Q4 2016Q1 20172
MALTESE CAPITAL MANAGEMENT LLC 220.49%0.72%0.95%Q3 2013Q4 20132
TCW GROUP INC 110.01%0.01%0.01%Q1 2018Q1 20181
WealthShield Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Willow Street Advisors LLC 110.20%0.20%0.20%Q2 2013Q2 20131
CAMBRIDGE TRUST CO 110.00%0.00%0.00%Q4 2021Q4 20211
CenterStar Fund, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Astrantus Ltd 110.60%0.60%0.60%Q4 2021Q4 20211
VIRGINIA RETIREMENT SYSTEM 110.53%0.53%0.53%Q1 2016Q1 20161
Selective Wealth Management, Inc. 110.02%0.02%0.02%Q1 2022Q1 20221
Field & Main Bank 110.00%0.00%0.00%Q2 2022Q2 20221
Cornerstone Wealth Management, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Financial Gravity Companies, Inc. 110.03%0.03%0.03%Q4 2018Q4 20181
Hilton Capital Management, LLC 110.14%0.14%0.14%Q3 2016Q3 20161
TIVERTON ASSET MANAGEMENT LLC 110.18%0.18%0.18%Q4 2016Q4 20161
FOCUS FINANCIAL NETWORK INC /ADV 110.01%0.01%0.01%Q4 2023Q4 20231
Quadrature Capital LLP 110.90%0.90%0.90%Q1 2015Q1 20151
KESTRA PRIVATE WEALTH SERVICES, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Smith Affiliated Capital Corp. 110.04%0.04%0.04%Q1 2013Q1 20131
Triangle Securities Wealth Management 110.10%0.10%0.10%Q2 2013Q2 20131
Delpha Capital Management, LLC 110.03%0.03%0.03%Q4 2017Q4 20171
Strategic Global Advisors, LLC 114.48%4.48%4.48%Q2 2018Q2 20181
Jump Financial, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
WELD CAPITAL MANAGEMENT LLC 110.15%0.15%0.15%Q2 2019Q2 20191
HANSEATIC MANAGEMENT SERVICES INC 110.00%0.00%0.00%Q1 2017Q1 20171
Robertson Stephens Wealth Management, LLC 110.10%0.10%0.10%Q1 2020Q1 20201
Enlightenment Research, LLC 110.11%0.11%0.11%Q4 2018Q4 20181
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q2 2015Q2 20151
Laidlaw Wealth Management LLC 110.04%0.04%0.04%Q1 2022Q1 20221
Aveo Capital Partners, LLC 110.09%0.09%0.09%Q4 2016Q4 20161
Elite Wealth Management, Inc. 110.00%0.00%0.00%Q4 2013Q4 20131
MD Financial Management Inc. 110.04%0.04%0.04%Q1 2021Q1 20211
SUMIT CAPITAL, LLC 110.37%0.37%0.37%Q4 2013Q4 20131
Vulcan Value Partners, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
Key FInancial Inc 110.00%0.00%0.00%Q2 2023Q2 20231
MITCHELL MCLEOD PUGH & WILLIAMS INC 110.33%0.33%0.33%Q4 2014Q4 20141
Badgley Phelps Wealth Managers, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Fisher Asset Management, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Christopher J. Hasenberg, Inc 110.00%0.00%0.00%Q2 2024Q2 20241
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q3 2013Q3 20131
Laurel Wealth Advisors, Inc. 110.02%0.02%0.02%Q1 2022Q1 20221
NewGen Asset Management Ltd 113.64%3.64%3.64%Q2 2024Q2 20241
Wagner Wealth Management, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
1620 INVESTMENT ADVISORS, INC. 110.06%0.06%0.06%Q2 2024Q2 20241
Foster Group, Inc. 110.02%0.02%0.02%Q1 2022Q1 20221
IMS Capital Management 110.01%0.01%0.01%Q3 2018Q3 20181
Weil Company, Inc. 110.01%0.01%0.01%Q3 2019Q3 20191
Syverson Strege & Co 110.01%0.01%0.01%Q1 2023Q1 20231
Point72 Asset Management, L.P. 110.00%0.00%0.00%Q4 2023Q4 20231
Symmetry Partners, LLC 110.11%0.11%0.11%Q2 2019Q2 20191
Lourd Capital, LLC 110.02%0.02%0.02%Q4 2017Q4 20171
WealthStone, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
Rossmore Private Capital 110.01%0.01%0.01%Q4 2017Q4 20171
BSW Wealth Partners 110.07%0.07%0.07%Q1 2021Q1 20211
MIROVA 110.04%0.04%0.04%Q3 2020Q3 20201
TELEMUS CAPITAL, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Cable Hill Partners, LLC 110.02%0.02%0.02%Q3 2016Q3 20161
Ten Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
HOWE & RUSLING INC 110.00%0.00%0.00%Q1 2016Q1 20161
TCWP LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Truepoint, Inc. 110.02%0.02%0.02%Q1 2018Q1 20181
DeDora Capital, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
Stifel Trust Company, N.A. 110.00%0.00%0.00%Q3 2014Q3 20141
EHP Funds Inc. 110.22%0.22%0.22%Q1 2022Q1 20221
MANA Advisors LLC 110.71%0.71%0.71%Q1 2019Q1 20191
ARS Investment Partners, LLC 110.08%0.08%0.08%Q2 2019Q2 20191
Mitsubishi UFJ Securities Holdings Co., Ltd. 113.00%3.00%3.00%Q3 2020Q3 20201
Lowe Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
Continuum Advisory, LLC 110.00%0.00%0.00%Q1 2024Q1 20241
Intelligence Driven Advisers, LLC 110.93%0.93%0.93%Q3 2019Q3 20191
Goldstein Advisors, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Royal Fund Management, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
CVI Holdings, LLC 110.81%0.81%0.81%Q1 2022Q1 20221
ERn Financial, LLC 110.05%0.05%0.05%Q1 2022Q1 20221
NEXT Financial Holdings 110.01%0.01%0.01%Q1 2019Q1 20191
Tortoise Investment Management, LLC 110.01%0.01%0.01%Q2 2014Q2 20141
MONETA GROUP INVESTMENT ADVISORS LLC 110.00%0.00%0.00%Q2 2018Q2 20181
PCA Investment Advisory Services Inc. 110.02%0.02%0.02%Q2 2023Q2 20231
Perfromance Wealth Partners, LLC 110.07%0.07%0.07%Q4 2021Q4 20211
ADIRONDACK TRUST CO 110.00%0.00%0.00%Q1 2017Q1 20171
Cromwell Holdings LLC 110.06%0.06%0.06%Q2 2024Q2 20241
COLONY GROUP LLC 110.00%0.00%0.00%Q2 2014Q2 20141
Signition LP 115.14%5.14%5.14%Q4 2019Q4 20191
OUTFITTER FINANCIAL LLC 110.01%0.01%0.01%Q4 2021Q4 20211
MURPHY CAPITAL MANAGEMENT INC 110.03%0.03%0.03%Q3 2014Q3 20141
Shaolin Capital Management LLC 110.07%0.07%0.07%Q1 2019Q1 20191
JUPITER ASSET MANAGEMENT LTD 110.15%0.15%0.15%Q2 2023Q2 20231
Financial Planning & Information Services, Inc. 110.09%0.09%0.09%Q3 2018Q3 20181
CENTAURUS FINANCIAL, INC. 110.01%0.01%0.01%Q2 2018Q2 20181
Covenant Multifamily Offices, LLC 110.10%0.10%0.10%Q2 2019Q2 20191
Leverty Financial Group, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
PRW Wealth Management LLC 110.18%0.18%0.18%Q2 2021Q2 20211
Procyon Advisors, LLC 110.02%0.02%0.02%Q2 2020Q2 20201
OLD SECOND NATIONAL BANK OF AURORA 110.01%0.01%0.01%Q1 2020Q1 20201
Summit Trail Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
SEEYOND 110.19%0.19%0.19%Q4 2022Q4 20221
Pinnacle Wealth Advisors 110.47%0.47%0.47%Q2 2021Q2 20211
ELM ADVISORS, LLC 110.02%0.02%0.02%Q3 2018Q3 20181
TFG Advisers LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Algebris Investments (UK) LLP 112.62%2.62%2.62%Q3 2014Q3 20141
Northwest & Ethical Investments L.P. 110.26%0.26%0.26%Q2 2024Q2 20241
MBE Wealth Management, LLC 110.03%0.03%0.03%Q1 2020Q1 20201
Tradewinds, LLC. 110.31%0.31%0.31%Q4 2022Q4 20221
Single Point Partners, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
Zions Trust, National Association 110.03%0.03%0.03%Q4 2014Q4 20141
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
McGlone Suttner Wealth Management, Inc. 110.02%0.02%0.02%Q4 2023Q4 20231
KELLY LAWRENCE W & ASSOCIATES INC/CA 110.01%0.01%0.01%Q4 2015Q4 20151
SYMPHONY ASSET MANAGEMENT LLC 110.02%0.02%0.02%Q4 2013Q4 20131
Cetera Advisors LLC 110.00%0.00%0.00%Q4 2023Q4 20231
STEPH & CO 110.26%0.26%0.26%Q4 2019Q4 20191
OPTIMUM INVESTMENT ADVISORS 110.02%0.02%0.02%Q1 2018Q1 20181
Legacy Advisors, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q2 2017Q2 20171
ALGEBRIS (UK) LTD 110.99%0.99%0.99%Q3 2018Q3 20181
DAVIS R M INC 110.01%0.01%0.01%Q2 2015Q2 20151
CALTON & ASSOCIATES, INC. 110.02%0.02%0.02%Q4 2017Q4 20171
WESPAC Advisors, LLC 110.19%0.19%0.19%Q4 2017Q4 20171
WIPFLI FINANCIAL ADVISORS LLC, 110.01%0.01%0.01%Q3 2022Q3 20221
Bank & Trust Co 110.02%0.02%0.02%Q2 2024Q2 20241
Aviso Financial Inc. 114.60%4.60%4.60%Q2 2024Q2 20241
FNY Managed Accounts LLC 110.00%0.00%0.00%Q1 2016Q1 20161
Prestige Wealth Management Group LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Larson Financial Group LLC 110.00%0.00%0.00%Q1 2024Q1 20241
LBA Wealth Management, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Olistico Wealth, LLC 110.04%0.04%0.04%Q2 2024Q2 20241
Delta Lloyd Asset Management N.V. 110.18%0.18%0.18%Q2 2017Q2 20171
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
EXENCIAL WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q1 2013Q1 20131
Index Management Solutions, LLC 110.01%0.01%0.01%Q1 2015Q1 20151
GREENLEAF TRUST 110.00%0.00%0.00%Q2 2024Q2 20241
MBB PUBLIC MARKETS I LLC 110.01%0.01%0.01%Q4 2021Q4 20211
INTEGRATED WEALTH COUNSEL, LLC 110.04%0.04%0.04%Q4 2016Q4 20161
CAPSTONE INVESTMENT ADVISORS, LLC 110.00%0.00%0.00%Q1 2024Q1 20241
Simply Money Advisors 110.00%0.00%0.00%Q2 2013Q2 20131
Hudson Bay Capital Management LP 110.07%0.07%0.07%Q4 2021Q4 20211
Graham Capital Management, L.P. 110.01%0.01%0.01%Q2 2024Q2 20241
Claraphi Advisory Network, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Athanor Capital, LP 110.01%0.01%0.01%Q4 2020Q4 20201
PARSONS CAPITAL MANAGEMENT INC/RI 110.00%0.00%0.00%Q1 2015Q1 20151
AXQ CAPITAL, LP 110.10%0.10%0.10%Q3 2023Q3 20231
FIRST QUADRANT LLC/CA 110.00%0.00%0.00%Q2 2013Q2 20131
FORTEM FINANCIAL GROUP, LLC 110.22%0.22%0.22%Q2 2019Q2 20191
V Wealth Advisors LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Independence Bank of Kentucky 110.02%0.02%0.02%Q4 2023Q4 20231
Cypress Wealth Advisors LLC 110.16%0.16%0.16%Q2 2015Q2 20151
GFS Advisors, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
Wealth Alliance 110.03%0.03%0.03%Q4 2023Q4 20231
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 110.02%0.02%0.02%Q1 2017Q1 20171
Kessler Investment Group, LLC 110.03%0.03%0.03%Q3 2013Q3 20131
Slow Capital, Inc. 110.06%0.06%0.06%Q2 2020Q2 20201
Essex Savings Bank 110.01%0.01%0.01%Q2 2019Q2 20191
Weaver Consulting Group 110.00%0.00%0.00%Q1 2020Q1 20201
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
RONALD BLUE & CO LLC 110.01%0.01%0.01%Q2 2016Q2 20161
Independent Portfolio Consultants, Inc. 110.00%0.00%0.00%Q1 2015Q1 20151
Safeguard Financial, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 110.00%0.00%0.00%Q3 2018Q3 20181
LGT Financial Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
FormulaFolio Investments, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Heathbridge Capital Management Ltd. 110.07%0.07%0.07%Q1 2022Q1 20221
Colony Group, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Pearl River Capital, LLC 110.41%0.41%0.41%Q4 2022Q4 20221
Venture Visionary Partners LLC 110.01%0.01%0.01%Q2 2022Q2 20221
VALLEY NATIONAL ADVISERS INC 110.00%0.00%0.00%Q2 2024Q2 20241
OLD MISSION CAPITAL LLC 110.05%0.05%0.05%Q1 2017Q1 20171
WealthTrust Fairport, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Redwood Investments, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
Bain Capital Public Equity Management II, LLC 112.85%2.85%2.85%Q4 2020Q4 20201
Principal Street Partners, LLC 110.06%0.06%0.06%Q4 2022Q4 20221
Clean Yield Group 110.00%0.00%0.00%Q1 2015Q1 20151
HEADINVEST, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Claro Advisors LLC 110.00%0.00%0.00%Q4 2018Q4 20181
MISSION WEALTH MANAGEMENT, LP 110.01%0.01%0.01%Q3 2021Q3 20211
Heritage Trust Co 110.02%0.02%0.02%Q4 2018Q4 20181
LFA - Lugano Financial Advisors SA 110.04%0.04%0.04%Q2 2023Q2 20231
QCM Cayman, Ltd. 110.28%0.28%0.28%Q4 2014Q4 20141
MARATHON ASSET MANAGEMENT LLP 110.25%0.25%0.25%Q2 2013Q2 20131
SG3 Management, LLC 110.58%0.58%0.58%Q4 2016Q4 20161
KOCH INDUSTRIES INC 110.02%0.02%0.02%Q1 2018Q1 20181
Csenge Advisory Group 110.08%0.08%0.08%Q3 2018Q3 20181
Sand Hill Global Advisors, LLC 110.02%0.02%0.02%Q2 2024Q2 20241
Schonfeld Group Holdings LLC 110.06%0.06%0.06%Q1 2014Q1 20141
HL FINANCIAL SERVICES LLC 110.01%0.01%0.01%Q4 2013Q4 20131
Tidal Investments LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Triad Wealth Partners, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 110.03%0.03%0.03%Q2 2024Q2 20241
HABER TRILIX ADVISORS, LP 112.26%2.26%2.26%Q2 2013Q2 20131
Strategic Wealth Partners, Ltd. 110.01%0.01%0.01%Q1 2019Q1 20191
Asset Dedication, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2019Q4 20191
ROWLAND CARMICHAEL ADVISORS INC /ADV 110.57%0.57%0.57%Q1 2016Q1 20161
BlackRock Institutional Trust Company, N.A. 110.00%0.00%0.00%Q3 2014Q3 20141
HALL CAPITAL MANAGEMENT CO INC 110.23%0.23%0.23%Q4 2014Q4 20141
AJOVista, LLC 110.36%0.36%0.36%Q4 2023Q4 20231
SALEM INVESTMENT COUNSELORS INC 110.00%0.00%0.00%Q2 2023Q2 20231
SYMMETRY PEAK MANAGEMENT LLC 110.49%0.49%0.49%Q3 2013Q3 20131
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 110.02%0.02%0.02%Q2 2024Q2 20241
Gyon Technologies Capital Management, LP 110.15%0.15%0.15%Q2 2022Q2 20221
Visionary Asset Management, Inc. 110.01%0.01%0.01%Q2 2014Q2 20141
Hills Bank & Trust Co 110.01%0.01%0.01%Q1 2024Q1 20241
Kovitz Investment Group Partners, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Reby Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
CX Institutional 110.00%0.00%0.00%Q2 2022Q2 20221
ARROW FINANCIAL CORP 110.00%0.00%0.00%Q4 2018Q4 20181
MONOGRAPH WEALTH ADVISORS, LLC 110.09%0.09%0.09%Q1 2024Q1 20241
GROUPAMA ASSET MANAGMENT 110.00%0.00%0.00%Q1 2024Q1 20241
HARTLINE INVESTMENT CORP/ 110.05%0.05%0.05%Q1 2024Q1 20241
Alpha Omega Wealth Management LLC 110.01%0.01%0.01%Q1 2018Q1 20181
SWAN Capital LLC 110.01%0.01%0.01%Q2 2024Q2 20241
SOMERVILLE KURT F 110.08%0.08%0.08%Q3 2013Q3 20131
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Guardian Wealth Advisors, LLC 110.06%0.06%0.06%Q1 2021Q1 20211
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Mizuho Trust & Banking Co., Ltd. 110.06%0.06%0.06%Q4 2014Q4 20141
Addison Advisors LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Arete Wealth Advisors, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Grey Street Capital, LLC 110.04%0.04%0.04%Q1 2024Q1 20241
Cordatus Wealth Management LLC 110.31%0.31%0.31%Q1 2022Q1 20221
Clearview Wealth Advisors LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.06%0.06%0.06%Q3 2017Q3 20171
Glass Jacobson Investment Advisors llc 110.12%0.12%0.12%Q4 2022Q4 20221
Telemetry Investments, L.L.C. 110.20%0.20%0.20%Q2 2015Q2 20151
External links

This page lists all the filers that currently own BANK MONTREAL QUE or have owned BANK MONTREAL QUE in the past.