BLOCK H & R INC shareholder history

Current and past BLOCK H & R INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.00%0.03%Q2 2013Q3 2023120
Walleye Trading LLC 42420.00%0.01%0.21%Q2 2013Q3 2023104
CITIGROUP INC 42420.00%0.01%0.09%Q2 2013Q3 2023104
GOLDMAN SACHS GROUP INC 4240.00%0.01%0.03%Q1 2012Q3 2023102
BARCLAYS PLC 42420.00%0.01%0.03%Q2 2013Q3 2023101
Citadel Advisors 42420.00%0.01%0.06%Q2 2013Q3 202399
Parallax Volatility Advisers, L.P. 2820.00%0.01%0.10%Q2 2013Q3 202387
JANE STREET GROUP, LLC 3620.00%0.00%0.04%Q1 2014Q3 202372
D. E. Shaw & Co., Inc. 3290.00%0.03%0.17%Q2 2013Q3 202369
Cutler Group LLC / CA 1810.00%0.00%0.05%Q4 2015Q3 202365
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.07%Q2 2013Q3 202364
TWO SIGMA INVESTMENTS, LP 2420.00%0.03%0.26%Q2 2013Q3 202261
UBS Group AG 36360.00%0.00%0.02%Q4 2014Q3 202358
HUNTINGTON NATIONAL BANK 36200.00%0.00%0.04%Q1 2009Q3 202356
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.02%Q2 2013Q3 202355
PEAK6 Group LLC 21210.00%0.02%0.11%Q2 2013Q2 201853
DEUTSCHE BANK AG\ 41410.00%0.02%0.06%Q3 2013Q3 202353
ROYAL BANK OF CANADA 42420.00%0.01%0.03%Q2 2013Q3 202350
CAPITAL FUND MANAGEMENT S.A. 1110.00%0.04%0.25%Q2 2013Q3 202350
SECURIAN ASSET MANAGEMENT, INC 49490.01%0.02%0.03%Q3 2011Q3 202349
HSBC HOLDINGS PLC 47470.00%0.02%0.07%Q1 2012Q3 202348
Zurcher Kantonalbank (Zurich Cantonalbank) 48480.00%0.02%0.07%Q4 2011Q3 202348
PEAK6 Investments LLC 21210.00%0.02%0.13%Q3 2018Q3 202347
CREDIT SUISSE AG/ 43430.00%0.01%0.12%Q1 2013Q3 202346
Cubist Systematic Strategies, LLC 38380.00%0.06%0.22%Q2 2014Q3 202346
Twin Tree Management, LP 1210.00%0.01%0.05%Q4 2012Q2 202346
Spot Trading L.L.C 16160.00%0.01%0.06%Q2 2013Q1 201745
GLENMEDE TRUST CO NA 3020.00%0.05%0.30%Q1 2009Q3 202344
BNP PARIBAS FINANCIAL MARKETS 42420.00%0.01%0.09%Q2 2013Q3 202344
GUGGENHEIM CAPITAL LLC 42420.01%0.05%0.11%Q2 2013Q3 202344
MILLENNIUM MANAGEMENT LLC 1610.00%0.03%0.17%Q2 2013Q3 202344
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 43430.01%0.02%0.05%Q1 2013Q3 202343
COMMERCE BANK 43430.01%0.02%0.08%Q1 2013Q3 202343
TEXAS PERMANENT SCHOOL FUND CORP 43430.01%0.03%0.08%Q1 2013Q3 202343
Retirement Systems of Alabama 43430.02%0.04%0.06%Q1 2013Q3 202343
AQR Capital Management 4210.01%0.08%0.24%Q4 2012Q3 202343
NORGES BANK 4020.01%0.03%0.05%Q2 2012Q4 202242
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 42420.01%0.03%0.05%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.01%0.04%0.07%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.00%0.01%0.02%Q2 2013Q3 202342
BANK OF MONTREAL /CAN/ 3920.00%0.01%0.02%Q2 2013Q3 202342
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 42420.01%0.02%0.07%Q2 2013Q3 202342
VANGUARD GROUP INC 42420.01%0.03%0.08%Q2 2013Q3 202342
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 42420.01%0.02%0.06%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.01%0.03%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.06%Q2 2013Q3 202342
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42420.01%0.03%0.07%Q2 2013Q3 202342
FEDERATED HERMES, INC. 42420.00%0.01%0.04%Q2 2013Q3 202342
UBS ASSET MANAGEMENT AMERICAS INC 42420.00%0.02%0.04%Q2 2013Q3 202342
VOYA INVESTMENT MANAGEMENT LLC 42420.00%0.01%0.02%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.01%0.03%Q2 2013Q3 202342
NEW YORK STATE COMMON RETIREMENT FUND 42420.01%0.02%0.04%Q2 2013Q3 202342
PRICE T ROWE ASSOCIATES INC /MD/ 42420.00%0.00%0.00%Q2 2013Q3 202342
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 42420.00%0.01%0.03%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 27130.00%0.01%0.04%Q3 2013Q3 202342
Legal & General Group Plc 42420.00%0.02%0.05%Q2 2013Q3 202342
STATE OF MICHIGAN RETIREMENT SYSTEM 42420.01%0.03%0.25%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.01%0.02%0.05%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.01%Q2 2013Q3 202342
AUXIER ASSET MANAGEMENT 42420.18%0.80%2.10%Q2 2013Q3 202342
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 42420.00%0.02%0.06%Q2 2013Q3 202342
M&T BANK CORP 42420.00%0.01%0.02%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.01%0.02%Q2 2013Q3 202342
ALLIANCEBERNSTEIN L.P. 42420.00%0.01%0.03%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.00%0.00%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.01%0.01%0.04%Q2 2013Q3 202342
RHUMBLINE ADVISERS 42420.01%0.02%0.05%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 42420.00%0.01%0.02%Q2 2013Q3 202342
FMR LLC 42420.00%0.04%0.11%Q2 2013Q3 202342
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 42420.01%0.03%0.05%Q2 2013Q3 202342
PRINCIPAL FINANCIAL GROUP INC 42420.01%0.01%0.02%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.01%0.02%Q2 2013Q3 202342
RBF Capital, LLC 42420.02%0.10%1.27%Q2 2013Q3 202342
PRUDENTIAL FINANCIAL INC 42420.00%0.01%0.04%Q2 2013Q3 202342
GEODE CAPITAL MANAGEMENT, LLC 42420.01%0.02%0.05%Q2 2013Q3 202342
Swiss National Bank 42420.01%0.02%0.05%Q2 2013Q3 202342
Argyle Capital Management Inc. 42420.27%0.51%0.81%Q2 2013Q3 202342
Artisan Partners Limited Partnership 42420.05%0.22%0.59%Q2 2013Q3 202342
Mitsubishi UFJ Trust & Banking Corp 42420.00%0.02%0.05%Q2 2013Q3 202342
DekaBank Deutsche Girozentrale 42420.00%0.02%0.13%Q2 2013Q3 202342
BROWN ADVISORY INC 42420.00%0.00%0.01%Q2 2013Q3 202342
ProShare Advisors LLC 42420.00%0.01%0.04%Q2 2013Q3 202342
MACQUARIE GROUP LTD 42420.00%0.00%0.04%Q2 2013Q3 202342
BlackRock Inc. 42420.01%0.03%0.10%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 42420.01%0.01%0.02%Q2 2013Q3 202342
AMERICAN INTERNATIONAL GROUP, INC. 25160.01%0.35%1.49%Q2 2013Q3 202341
AMALGAMATED BANK 4010.02%0.03%0.06%Q1 2013Q3 202341
Utah Retirement Systems 29120.00%0.02%0.05%Q2 2013Q3 202341
Arizona State Retirement System 3380.01%0.02%0.06%Q1 2013Q3 202341
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 3650.00%0.03%0.18%Q2 2013Q3 202341
COMERICA BANK 3920.00%0.02%0.04%Q2 2013Q3 202341
ENVESTNET ASSET MANAGEMENT INC 21200.00%0.00%0.01%Q2 2013Q3 202341
Endurance Wealth Management, Inc. 41410.00%0.70%2.07%Q2 2013Q2 202341
Nuveen Asset Management, LLC 22190.00%0.02%0.17%Q2 2013Q3 202341
NISA INVESTMENT ADVISORS, LLC 3470.01%0.03%0.04%Q2 2013Q3 202341
GREAT WEST LIFE ASSURANCE CO /CAN/ 23180.00%0.02%0.05%Q2 2013Q3 202341
FINANCIAL COUNSELORS INC 28130.10%0.26%0.52%Q2 2013Q3 202341
FIRST MANHATTAN CO. LLC. 3710.00%0.22%1.79%Q2 2013Q3 202340
GABELLI FUNDS LLC 40400.01%0.09%0.18%Q2 2013Q1 202340
TSP Capital Management Group, LLC 40400.14%1.06%2.84%Q2 2013Q1 202340
WOLVERINE TRADING, LLC 610.00%0.00%0.01%Q3 2016Q3 202340
STATE STREET CORP 3280.01%0.02%0.04%Q2 2013Q3 202340
NJ State Employees Deferred Compensation Plan 39390.04%0.09%0.14%Q1 2014Q3 202339
JANUS HENDERSON GROUP PLC 29100.00%0.02%0.07%Q2 2013Q3 202339
FIRST TRUST ADVISORS LP 3420.00%0.02%0.07%Q2 2013Q3 202339
GAMCO INVESTORS, INC. ET AL 39390.00%0.11%0.28%Q2 2013Q4 202239
AXA S.A. 28110.00%0.02%0.09%Q2 2013Q3 202339
SG Americas Securities, LLC 1270.00%0.03%0.34%Q2 2013Q3 202339
Robeco Institutional Asset Management B.V. 2840.00%0.06%0.19%Q2 2013Q3 202339
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 39390.01%0.03%0.06%Q1 2014Q3 202339
Ashfield Capital Partners, LLC 38380.04%0.07%0.13%Q2 2013Q3 202238
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3210.00%0.24%0.83%Q2 2013Q3 202338
State of Alaska, Department of Revenue 2540.01%0.03%0.17%Q3 2013Q3 202338
ATWOOD & PALMER INC 38380.00%0.01%0.02%Q2 2014Q3 202338
VICTORY CAPITAL MANAGEMENT INC 3410.00%0.08%0.77%Q3 2013Q3 202338
EATON VANCE MANAGEMENT 38380.00%0.00%0.01%Q2 2013Q3 202238
LPL Financial LLC 38380.00%0.00%0.01%Q2 2014Q3 202338
North Star Investment Management Corp. 21170.00%0.01%0.02%Q1 2014Q3 202338
Louisiana State Employees Retirement System 25130.01%0.03%0.05%Q4 2013Q3 202338
SCHRODER INVESTMENT MANAGEMENT GROUP 3230.00%0.07%0.24%Q3 2013Q3 202338
Hudock, Inc. 38380.00%0.00%0.01%Q2 2013Q3 202238
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2350.00%0.00%0.00%Q2 2013Q3 202338
LAZARD ASSET MANAGEMENT LLC 3020.00%0.09%0.37%Q2 2013Q3 202338
CHOREO, LLC 25130.01%0.05%0.14%Q1 2014Q3 202338
Lowe Wealth Advisors, LLC 37370.00%0.01%0.01%Q4 2014Q4 202337
Livforsakringsbolaget Skandia, Omsesidigt 3610.02%0.05%0.44%Q2 2013Q4 202237
CANADA PENSION PLAN INVESTMENT BOARD 2010.00%0.01%0.06%Q2 2013Q2 202337
Tower Research Capital LLC (TRC) 1410.00%0.01%0.05%Q2 2013Q3 202337
Creative Planning 1810.00%0.00%0.00%Q2 2013Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.01%0.02%0.04%Q2 2013Q1 202236
Bartlett & Co. LLC 1910.00%0.00%0.01%Q2 2013Q4 202336
Cambridge Investment Research Advisors, Inc. 2310.00%0.01%0.02%Q2 2013Q3 202336
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.00%0.00%Q3 2013Q3 202336
APG Asset Management N.V. 2830.00%0.06%0.20%Q2 2013Q3 202336
STIFEL FINANCIAL CORP 36360.00%0.01%0.03%Q4 2014Q3 202336
MEEDER ASSET MANAGEMENT INC 2970.00%0.06%0.21%Q2 2013Q4 202236
SEI INVESTMENTS CO 36360.00%0.02%0.07%Q4 2014Q3 202336
Cordasco Financial Network 35350.00%0.05%0.10%Q4 2013Q2 202235
PARK NATIONAL CORP /OH/ 2130.01%0.01%0.02%Q2 2013Q4 202335
TEACHER RETIREMENT SYSTEM OF TEXAS 1320.00%0.04%0.21%Q2 2013Q3 202335
METROPOLITAN LIFE INSURANCE CO/NY 35350.01%0.02%0.04%Q2 2013Q4 202135
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 35350.00%0.02%0.04%Q1 2015Q3 202335
FARMERS & MERCHANTS INVESTMENTS INC 3050.00%0.00%0.00%Q2 2013Q3 202335
CONTINENTAL ADVISORS LLC 1910.14%1.11%2.32%Q3 2014Q4 202035
Veritable, L.P. 3050.00%0.01%0.01%Q4 2012Q2 202335
OPTIMUM INVESTMENT ADVISORS 2770.00%0.13%0.34%Q3 2013Q1 202235
AMP Capital Investors Ltd 34340.00%0.03%0.07%Q2 2013Q3 202134
NOMURA ASSET MANAGEMENT CO LTD 2770.00%0.01%0.02%Q2 2013Q3 202334
SIGNATUREFD, LLC 2310.00%0.02%0.13%Q2 2014Q3 202334
TWO SIGMA ADVISERS, LP 1120.00%0.04%0.36%Q2 2013Q2 202134
FRANKLIN RESOURCES INC 2710.00%0.00%0.03%Q2 2013Q3 202334
CAPSTONE INVESTMENT ADVISORS, LLC 1010.00%0.01%0.07%Q3 2015Q3 202334
PANAGORA ASSET MANAGEMENT INC 34340.00%0.07%0.25%Q2 2013Q3 202134
Asset Management One Co., Ltd. 34340.00%0.02%0.04%Q2 2013Q3 202134
LOOMIS SAYLES & CO L P 1220.00%0.00%0.01%Q2 2013Q1 202334
WELLINGTON MANAGEMENT GROUP LLP 1520.00%0.01%0.08%Q2 2013Q3 202334
Tarbox Family Office, Inc. 34340.00%0.00%0.01%Q4 2013Q1 202234
STATE OF WISCONSIN INVESTMENT BOARD 1710.00%0.01%0.03%Q2 2013Q3 202334
Mitsubishi UFJ Asset Management Co., Ltd. 2910.00%0.02%0.06%Q2 2013Q3 202334
QUADRANT CAPITAL GROUP LLC 34340.00%0.00%0.01%Q2 2015Q3 202334
WESTPAC BANKING CORP 2920.00%0.02%0.11%Q2 2013Q1 202334
LOS ANGELES CAPITAL MANAGEMENT LLC 2540.01%0.10%0.41%Q2 2013Q3 202334
First Horizon Advisors, Inc. 2410.00%0.00%0.02%Q1 2012Q3 202334
PICTET ASSET MANAGEMENT LTD 33330.00%0.02%0.03%Q2 2013Q2 202133
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 33330.00%0.03%0.06%Q3 2011Q3 201933
Sumitomo Mitsui Trust Holdings, Inc. 2710.00%0.03%0.05%Q2 2013Q3 202333
Employees Retirement System of Texas 33330.01%0.05%0.11%Q2 2013Q2 202133
UNITED SERVICES AUTOMOBILE ASSOCIATION 2910.01%0.05%0.14%Q2 2013Q3 202333
World Asset Management Inc 2850.01%0.02%0.04%Q2 2013Q3 202133
ONTARIO TEACHERS PENSION PLAN BOARD 1520.00%0.02%0.09%Q2 2013Q3 202333
Baird Financial Group, Inc. 22110.00%0.02%0.05%Q2 2015Q3 202333
Parkside Financial Bank & Trust 33330.00%0.00%0.01%Q3 2015Q3 202333
HM PAYSON & CO 1510.00%0.02%0.07%Q2 2013Q3 202333
Freestone Capital Holdings, LLC 2030.01%0.90%2.87%Q2 2013Q3 202232
BESSEMER GROUP INC 2510.00%0.02%0.22%Q2 2013Q3 202332
ENTERPRISE FINANCIAL SERVICES CORP 2840.00%0.02%0.09%Q2 2013Q2 202132
VALLEY NATIONAL ADVISERS INC 2840.00%0.01%0.02%Q3 2015Q3 202332
THRIVENT FINANCIAL FOR LUTHERANS 1310.00%0.00%0.01%Q2 2013Q3 202332
THOMPSON SIEGEL & WALMSLEY LLC 2660.00%0.62%1.48%Q2 2013Q4 202132
HighTower Advisors, LLC 1010.00%0.03%0.13%Q3 2013Q3 202332
MUFG Americas Holdings Corp 1730.00%0.00%0.03%Q4 2010Q1 202232
AVIVA PLC 2710.00%0.02%0.04%Q2 2013Q3 202331
CIBC Asset Management Inc 2920.00%0.01%0.01%Q2 2013Q3 202231
IFP Advisors, Inc 17140.00%0.01%0.04%Q4 2015Q3 202331
KBC Group NV 31310.00%0.03%0.17%Q2 2013Q4 202031
Pacer Advisors, Inc. 2560.01%0.07%0.26%Q4 2015Q3 202331
PUBLIC SECTOR PENSION INVESTMENT BOARD 3010.00%0.02%0.08%Q2 2013Q2 202131
MASON STREET ADVISORS, LLC 31310.01%0.02%0.04%Q2 2013Q4 202031
Aperio Group, LLC 31310.01%0.02%0.03%Q2 2013Q4 202031
AMERICAN CENTURY COMPANIES INC 1610.00%0.03%0.10%Q3 2014Q3 202331
LS Investment Advisors, LLC 31310.00%0.02%0.04%Q2 2013Q4 202031
ADAGE CAPITAL PARTNERS GP, L.L.C. 30300.00%0.02%0.04%Q1 2013Q2 202030
CENTRAL TRUST Co 2710.00%0.00%0.01%Q4 2014Q3 202330
FULLER & THALER ASSET MANAGEMENT, INC. 1410.00%0.23%0.70%Q2 2013Q3 202330
Advisory Services Network, LLC 1310.00%0.01%0.05%Q4 2013Q2 202330
QS Investors, LLC 2910.00%0.01%0.14%Q2 2013Q2 202130
RATIONAL ADVISORS LLC 610.00%0.04%0.31%Q1 2009Q1 202130
Alpha Omega Wealth Management LLC 1610.02%0.69%2.00%Q4 2015Q3 202330
NORDEA INVESTMENT MANAGEMENT AB 2640.00%0.02%0.17%Q2 2013Q3 202330
LSV ASSET MANAGEMENT 2910.00%0.05%0.20%Q2 2013Q3 202330
State of Tennessee, Treasury Department 2910.00%0.01%0.05%Q3 2013Q2 202330
CHICAGO TRUST Co NA 1610.07%0.10%0.16%Q1 2015Q4 202229
Daiwa Securities Group Inc. 29290.00%0.00%0.01%Q2 2013Q2 202029
TD ASSET MANAGEMENT INC 29290.00%0.01%0.01%Q2 2013Q2 202029
Formidable Asset Management, LLC 2210.07%0.25%0.52%Q3 2013Q1 202129
BENJAMIN F. EDWARDS & COMPANY, INC. 28280.00%0.04%0.08%Q2 2013Q1 202029
Norinchukin Bank, The 29290.00%0.02%0.05%Q2 2013Q2 202029
BNP Paribas Asset Management Holding S.A. 2220.00%0.06%0.16%Q2 2013Q4 202129
Alberta Investment Management Corp 2720.01%0.03%0.11%Q1 2014Q3 202329
Janney Montgomery Scott LLC 1810.00%0.03%0.06%Q3 2013Q3 202329
Advisors Asset Management, Inc. 15140.00%0.08%0.25%Q2 2013Q3 202329
Sumitomo Mitsui DS Asset Management Company, Ltd 29290.01%0.03%0.10%Q2 2013Q2 202029
Paloma Partners Management Co 920.01%0.03%0.24%Q2 2013Q2 202229
HARTFORD INVESTMENT MANAGEMENT CO 29290.01%0.04%0.09%Q2 2013Q2 202029
Skandinaviska Enskilda Banken AB (publ) 2630.00%0.12%0.51%Q1 2016Q2 202329
Glassman Wealth Services 29290.00%0.00%0.00%Q3 2016Q3 202329
HAP Trading, LLC 710.00%0.04%0.39%Q3 2013Q4 202228
BOSTON FAMILY OFFICE LLC 2710.02%0.03%0.04%Q2 2013Q2 202128
WINTON GROUP Ltd 1310.01%0.19%0.72%Q2 2014Q3 202328
Parallel Advisors, LLC 28280.00%0.00%0.00%Q4 2016Q3 202328
BARINGS LLC 16120.01%0.04%0.12%Q2 2013Q3 202028
FORT, L.P. 2440.00%1.54%6.72%Q4 2014Q2 202228
MARTINGALE ASSET MANAGEMENT L P 1410.00%0.14%0.46%Q2 2013Q4 202028
JUPITER ASSET MANAGEMENT LTD 28280.19%3.27%7.61%Q4 2016Q3 202328
First Eagle Investment Management, LLC 28280.28%0.41%0.53%Q2 2013Q1 202028
Russell Investments Group, Ltd. 28280.00%0.02%0.08%Q4 2016Q3 202328
Chevy Chase Trust Holdings, LLC 28280.01%0.03%0.05%Q3 2013Q2 202028
BOKF, NA 1410.00%0.01%0.03%Q3 2013Q1 202328
CADENCE CAPITAL MANAGEMENT LLC 28280.02%0.06%0.09%Q3 2013Q2 202028
Round Hill Asset Management 28280.58%1.03%2.04%Q4 2016Q3 202328
HUSSMAN STRATEGIC ADVISORS, INC. 1940.02%0.26%0.79%Q4 2014Q3 202328
Ameritas Investment Partners, Inc. 27270.00%0.03%0.08%Q1 2017Q3 202327
Pacific Center for Financial Services 2430.00%0.00%0.01%Q4 2016Q3 202327
NOMURA HOLDINGS INC 1210.00%0.01%0.04%Q4 2012Q3 201927
GUARDIAN LIFE INSURANCE CO OF AMERICA 27270.00%0.00%0.01%Q2 2013Q4 201927
TORONTO DOMINION BANK 2520.00%0.00%0.01%Q1 2014Q4 202027
Kentucky Retirement Systems 2430.01%0.03%0.06%Q3 2013Q2 202027
CWM, LLC 1980.00%0.00%0.01%Q4 2016Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.00%Q2 2013Q4 201927
Allianz Asset Management GmbH 1210.00%0.01%0.03%Q2 2013Q3 202326
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 26260.02%0.03%0.05%Q2 2013Q3 201926
Versant Capital Management, Inc 1710.00%0.00%0.00%Q4 2015Q4 202326
Korea Investment CORP 1790.00%0.04%0.11%Q2 2013Q4 201926
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 26260.00%0.63%1.41%Q2 2013Q3 201926
Crossmark Global Holdings, Inc. 2510.01%0.03%0.10%Q3 2016Q3 202326
Jefferies Group LLC 840.00%0.03%0.21%Q2 2013Q4 201926
GSA CAPITAL PARTNERS LLP 910.01%0.10%0.28%Q2 2013Q3 202326
SUNTRUST BANKS INC 26260.00%0.00%0.01%Q2 2013Q3 201926
D.A. DAVIDSON & CO. 1790.00%0.01%0.04%Q2 2013Q1 202326
SCOTIA CAPITAL INC. 1120.00%0.02%0.03%Q2 2013Q2 202226
RIVERHEAD CAPITAL MANAGEMENT LLC 26260.02%0.09%0.18%Q2 2013Q3 201926
Municipal Employees' Retirement System of Michigan 2060.01%0.02%0.04%Q3 2013Q1 202026
KEYBANK NATIONAL ASSOCIATION/OH 2510.00%0.02%0.06%Q4 2012Q2 201926
STRS OHIO 1710.00%0.00%0.02%Q1 2015Q3 202225
COMMONWEALTH BANK OF AUSTRALIA 25250.00%0.01%0.04%Q2 2013Q2 201925
GATEWAY INVESTMENT ADVISERS LLC 25250.00%0.00%0.01%Q2 2013Q2 201925
Andra AP-fonden 2230.01%0.10%0.28%Q2 2013Q3 201925
QCI ASSET MANAGEMENT INC/NY 25250.00%0.00%0.00%Q2 2013Q2 201925
EARNEST PARTNERS LLC 2410.00%0.00%0.00%Q4 2016Q3 202325
LODESTAR INVESTMENT COUNSEL LLC/IL 25250.03%0.07%0.14%Q2 2013Q2 201925
Estabrook Capital Management 25250.00%0.00%0.00%Q4 2016Q4 202225
TWO SIGMA SECURITIES, LLC 610.00%0.03%0.21%Q2 2016Q3 202325
Gulf International Bank (UK) Ltd 24240.02%0.03%0.05%Q4 2013Q3 201924
WEDGE CAPITAL MANAGEMENT L L P/NC 1110.00%0.11%0.64%Q3 2014Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
BANK OF NOVA SCOTIA 1310.00%0.01%0.06%Q1 2017Q3 202324
SENTRY INVESTMENT MANAGEMENT LLC 2020.01%0.02%0.03%Q2 2013Q2 202024
WBI INVESTMENTS, LLC 1610.02%0.35%1.26%Q1 2015Q3 202324
NVWM, LLC 24240.01%0.01%0.01%Q4 2017Q3 202324
McIlrath & Eck, LLC 24240.00%0.00%0.02%Q4 2017Q3 202324
MetLife Investment Management, LLC 24240.01%0.02%0.04%Q4 2017Q3 202324
Global Retirement Partners, LLC 1770.00%0.00%0.00%Q3 2017Q3 202324
GAM Holding AG 1410.01%0.05%0.14%Q3 2013Q4 201924
Geneos Wealth Management Inc. 24240.00%0.00%0.01%Q1 2016Q4 202124
Renaissance Technologies 310.00%0.05%0.17%Q2 2013Q3 202324
PGGM Investments 1330.02%0.09%0.32%Q1 2013Q3 202324
ALPS ADVISORS INC 1020.00%0.02%0.18%Q2 2013Q3 202323
Treasurer of the State of North Carolina 23230.01%0.02%0.03%Q1 2018Q3 202323
Steward Partners Investment Advisory, LLC 1810.00%0.00%0.00%Q1 2017Q3 202323
J.P. Morgan Private Wealth Advisors LLC 1510.00%0.00%0.01%Q3 2014Q1 202323
Man Group plc 23230.01%0.08%0.33%Q1 2018Q3 202323
ROCKLAND TRUST CO 23230.02%0.08%0.21%Q1 2018Q3 202323
NATIXIS ADVISORS, L.P. 620.00%0.01%0.06%Q1 2014Q3 202323
AMUNDI ASSET MANAGEMENT US, INC. 1490.00%0.11%1.02%Q4 2013Q1 202123
SCHWERIN BOYLE CAPITAL MANAGEMENT INC 23230.24%1.45%3.22%Q2 2013Q4 201823
PineBridge Investments, L.P. 510.00%0.02%0.18%Q2 2013Q3 202323
Transamerica Financial Advisors, Inc. 1110.00%0.00%0.02%Q2 2013Q2 202023
Neuberger Berman Group LLC 810.00%0.01%0.04%Q1 2014Q3 202323
Brandywine Global Investment Management, LLC 1310.00%0.07%0.14%Q2 2013Q3 202323
TOCQUEVILLE ASSET MANAGEMENT L.P. 2030.00%0.11%0.44%Q2 2013Q3 202223
Convergence Investment Partners, LLC 1670.00%0.50%1.00%Q3 2017Q3 202323
Cornerstone Advisors, Inc. 22220.00%0.00%0.01%Q1 2014Q2 201922
TEACHERS ADVISORS, LLC 22220.01%0.02%0.04%Q4 2013Q1 201922
Silvant Capital Management LLC 22220.00%0.01%0.02%Q1 2018Q2 202322
TRUIST FINANCIAL CORP 1610.00%0.00%0.01%Q3 2014Q3 202322
MML INVESTORS SERVICES, LLC 1020.00%0.01%0.01%Q1 2017Q3 202322
TUDOR INVESTMENT CORP ET AL 610.00%0.09%1.02%Q1 2014Q3 202322
TIAA CREF INVESTMENT MANAGEMENT LLC 22220.01%0.02%0.04%Q4 2013Q1 201922
PROFUND ADVISORS LLC 1210.01%0.01%0.02%Q2 2013Q4 202222
WASHINGTON TRUST BANK 21210.00%0.02%0.06%Q1 2014Q1 201921
WOLVERINE ASSET MANAGEMENT LLC 510.00%0.01%0.04%Q2 2013Q4 201921
CLARK ESTATES INC/NY 1050.35%0.50%0.70%Q3 2014Q4 202121
SIMPLEX TRADING, LLC 610.00%0.01%0.04%Q1 2015Q3 202321
DUPONT CAPITAL MANAGEMENT CORP 1320.00%0.05%0.15%Q3 2015Q3 202221
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 21210.02%0.03%0.05%Q2 2013Q2 201821
SALEM INVESTMENT COUNSELORS INC 1810.00%0.01%0.03%Q3 2015Q3 202321
ETF MANAGERS GROUP, LLC 1610.00%0.01%0.06%Q1 2016Q1 202321
Squarepoint Ops LLC 1010.00%0.15%0.38%Q2 2015Q4 202221
Engineers Gate Manager LP 1110.02%0.06%0.17%Q1 2015Q3 202321
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 710.00%0.05%0.11%Q1 2017Q3 202321
BALYASNY ASSET MANAGEMENT L.P. 710.00%0.02%0.20%Q2 2014Q2 202321
FIL Ltd 1050.00%0.06%0.22%Q2 2014Q3 202321
AGF Investments LLC 1210.00%0.11%0.33%Q4 2016Q3 202221
Sound Income Strategies, LLC 21210.00%0.62%1.59%Q3 2018Q3 202321
Liberty Mutual Group Asset Management Inc. 2010.00%0.03%0.06%Q2 2013Q3 201821
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
Dynamic Technology Lab Private Ltd 510.04%0.20%0.56%Q2 2013Q2 202321
Quantitative Investment Management, LLC 710.01%0.10%0.41%Q4 2013Q3 202020
Evercore Wealth Management, LLC 10100.00%0.01%0.02%Q2 2013Q2 201820
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX 20200.02%0.04%0.06%Q2 2013Q1 201820
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 20200.01%0.08%0.26%Q1 2013Q4 201720
VOLORIDGE INVESTMENT MANAGEMENT, LLC 710.01%0.10%0.31%Q1 2016Q3 202320
Point72 Hong Kong Ltd 1010.00%0.06%0.26%Q4 2015Q2 202220
CIBC WORLD MARKETS CORP 1510.00%0.05%0.39%Q3 2015Q2 202120
ACADIAN ASSET MANAGEMENT LLC 910.00%0.03%0.15%Q1 2017Q3 202320
Human Investing LLC 20200.05%0.57%1.06%Q4 2018Q3 202320
PRELUDE CAPITAL MANAGEMENT, LLC 710.00%0.03%0.13%Q3 2013Q4 202120
GROUP ONE TRADING, L.P. 1110.00%0.01%0.04%Q2 2013Q3 202319
ROPES WEALTH ADVISORS LLC 19190.00%0.01%0.03%Q1 2015Q3 201919
FOSTER & MOTLEY INC 1270.03%0.17%0.50%Q2 2013Q2 202019
SEVEN EIGHT CAPITAL, LP 410.06%0.22%0.60%Q2 2014Q3 202319
Freedom Investment Management, Inc. 19190.02%0.42%7.51%Q4 2014Q2 201919
Raymond James Financial Services Advisors, Inc. 1310.00%0.00%0.01%Q4 2015Q3 202319
Patriot Financial Group Insurance Agency, LLC 1630.00%0.01%0.01%Q4 2016Q2 202219
Sterling Investment Advisors, Ltd. 19190.00%0.00%0.01%Q2 2017Q4 202119
Verition Fund Management LLC 710.00%0.04%0.16%Q2 2013Q2 202319
OppenheimerFunds, Inc. 1450.00%0.01%0.02%Q2 2013Q1 201919
Private Capital Group, LLC 19190.00%0.00%0.00%Q4 2017Q2 202219
COMMERZBANK AKTIENGESELLSCHAFT /FI 1270.00%0.01%0.02%Q2 2013Q2 201919
LMR Partners LLP 510.00%0.08%0.29%Q2 2014Q4 202219
BRINKER CAPITAL INC 19190.03%0.05%0.08%Q4 2015Q2 202019
UBS AG 660.00%0.00%0.01%Q2 2013Q3 201418
CAPTRUST FINANCIAL ADVISORS 1210.00%0.00%0.00%Q3 2018Q3 202318
MOODY NATIONAL BANK TRUST DIVISION 1530.00%0.04%0.06%Q2 2013Q1 201918
CREDIT AGRICOLE S A 18180.00%0.06%0.23%Q2 2013Q3 201718
Commonwealth Equity Services, Inc 18180.00%0.00%0.01%Q2 2013Q3 201718
Arrow Capital Management, LLC 11110.22%7.22%15.31%Q2 2013Q4 201518
DnB Asset Management AS 1530.01%0.01%0.04%Q2 2013Q3 201918
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 810.00%0.00%0.00%Q2 2018Q3 202318
abrdn plc 18180.00%0.02%0.04%Q3 2017Q4 202118
GLG LLC 16160.02%0.19%1.36%Q1 2014Q4 201718
Mirae Asset Global Investments Co., Ltd. 1220.00%0.02%0.07%Q1 2018Q3 202318
OSKIE CAPITAL MANAGEMENT, LLC 10102.66%6.50%17.44%Q3 2013Q4 201518
NEXT Financial Group, Inc 1420.00%0.01%0.07%Q2 2014Q4 202118
Kiwi Wealth Investments Limited Partnership 930.02%0.13%0.28%Q1 2017Q2 202318
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1440.00%0.04%0.13%Q4 2016Q2 202318
Lingohr Asset Management GmbH 1230.27%1.05%1.73%Q3 2017Q3 202318
Holocene Advisors, LP 910.00%0.02%0.05%Q4 2017Q2 202318
NN Investment Partners Holdings N.V. 1430.00%0.02%0.06%Q1 2016Q1 202217
VIRGINIA RETIREMENT SYSTEMS ET AL 1010.00%0.03%0.18%Q2 2013Q3 202317
ABERDEEN ASSET MANAGEMENT PLC/UK 17170.00%0.01%0.02%Q2 2013Q2 201717
Nationwide Fund Advisors 1430.02%0.04%0.06%Q2 2013Q3 201717
CI INVESTMENTS INC. 17170.00%0.00%0.00%Q3 2019Q3 202317
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 980.03%0.12%0.19%Q3 2013Q2 202217
PIEDMONT INVESTMENT ADVISORS INC 810.00%0.02%0.07%Q2 2013Q1 202017
A.R.T. Advisors, LLC 610.06%0.28%0.80%Q2 2013Q2 202017
Bridgewater Associates 710.00%0.02%0.09%Q3 2013Q3 202317
Mariner, LLC 1160.00%0.00%0.01%Q4 2018Q3 202317
PREMIER ASSET MANAGEMENT LLC 1430.05%0.17%0.23%Q3 2016Q1 202117
CIBC WORLD MARKET INC. 810.00%0.00%0.01%Q2 2013Q3 202217
INTEGRAL DERIVATIVES, LLC 410.00%0.01%0.04%Q4 2013Q1 201817
State of New Jersey Common Pension Fund D 17170.01%0.01%0.02%Q3 2019Q3 202317
First Allied Advisory Services, Inc. 910.01%0.01%0.02%Q2 2013Q3 202017
Candriam S.C.A. 510.01%0.08%0.52%Q4 2014Q1 202317
NumerixS Investment Technologies Inc 1010.03%0.16%0.43%Q1 2015Q1 202017
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 17170.21%0.39%0.67%Q3 2019Q3 202317
Vident Investment Advisory, LLC 810.01%0.08%0.22%Q4 2014Q1 202317
Redwood Investment Management, LLC 510.07%0.36%1.16%Q1 2018Q3 202317
Lindbrook Capital, LLC 1520.00%0.00%0.01%Q4 2018Q3 202317
CAPSTONE ASSET MANAGEMENT CO 17170.01%0.02%0.03%Q2 2013Q2 201717
ADVISORY RESEARCH INC 1220.02%0.59%1.12%Q4 2013Q3 202317
ROYCE & ASSOCIATES LP 910.00%0.16%0.48%Q2 2013Q3 202317
Rockefeller Capital Management L.P. 16160.00%0.00%0.00%Q1 2019Q4 202216
HL FINANCIAL SERVICES LLC 1010.00%0.01%0.01%Q2 2013Q1 201916
Boston Partners 610.00%0.12%0.36%Q4 2014Q3 202316
UNITED CAPITAL FINANCIAL ADVISORS, LLC 1330.00%0.01%0.01%Q2 2015Q3 202316
Archer Investment Corp 1310.01%0.13%0.22%Q4 2018Q3 202316
Ensign Peak Advisors, Inc 16160.00%0.01%0.02%Q4 2019Q3 202316
Laffer Tengler Investments, Inc. 16160.27%0.46%0.63%Q2 2015Q1 201916
EXANE DERIVATIVES 720.00%0.18%0.59%Q2 2017Q3 202116
Wealthfront Advisers LLC 1410.00%0.00%0.01%Q4 2018Q3 202316
OmniStar Financial Group, Inc. 1510.19%0.59%1.45%Q1 2019Q3 202316
TCI Wealth Advisors, Inc. 1110.00%0.01%0.04%Q2 2013Q1 202316
Handelsbanken Fonder AB 1410.00%0.01%0.02%Q4 2015Q3 202316
Johnson Financial Group, Inc. 16160.00%0.06%0.26%Q3 2014Q2 201816
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 510.03%0.39%1.81%Q2 2014Q3 202316
Meru Capital Group, LP 910.17%4.56%12.04%Q2 2013Q1 201716
Claret Asset Management Corp 16160.04%0.08%0.12%Q4 2017Q3 202116
BB&T SECURITIES, LLC 1510.00%0.01%0.01%Q1 2014Q3 201916
JANUS HENDERSON INVESTORS US LLC 16160.00%0.04%0.19%Q2 2013Q1 201716
Grantham, Mayo, Van Otterloo & Co. LLC 1020.00%0.01%0.05%Q2 2013Q3 202316
AdvisorNet Financial, Inc 1240.00%0.01%0.03%Q3 2019Q3 202316
Azimuth Capital Management LLC 1240.02%0.17%0.47%Q2 2013Q1 201916
LORD, ABBETT & CO. LLC 1210.01%0.11%0.15%Q4 2014Q4 201916
OFI Advisors LLC 1140.01%0.02%0.03%Q3 2011Q3 201515
FLAGSHIP HARBOR ADVISORS, LLC 1010.01%0.02%0.04%Q2 2018Q3 202315
American National Registered Investment Advisor, Inc. 15150.31%0.41%0.50%Q2 2013Q4 201615
BlackRock Investment Management, LLC 15150.02%0.05%0.09%Q2 2013Q4 201615
Empowered Funds, LLC 410.06%0.76%1.18%Q3 2017Q3 202315
CSS LLC/IL 610.01%0.07%0.40%Q3 2015Q3 202315
MASSMUTUAL TRUST CO FSB/ADV 1210.00%0.00%0.00%Q2 2016Q4 202315
Fusion Family Wealth LLC 15150.00%0.00%0.01%Q4 2016Q2 202015
JNBA Financial Advisors 15150.00%0.08%1.22%Q3 2016Q1 202015
IFC Holdings Incorporated/FL 15150.02%0.07%0.12%Q2 2014Q4 201715
BlackRock Group LTD 15150.04%0.07%0.14%Q2 2013Q4 201615
NS Advisors, LLC 151510.04%15.06%17.92%Q2 2013Q4 201615
TOBAM 15150.34%1.64%2.29%Q1 2016Q3 201915
BlackRock Institutional Trust Company, N.A. 15150.02%0.03%0.04%Q2 2013Q4 201615
AMERICAN NATIONAL INSURANCE CO 15150.34%0.46%0.58%Q2 2013Q4 201615
LONDON CO OF VIRGINIA 15150.00%0.39%1.21%Q1 2014Q3 201715
MSI Financial Services Inc 15150.00%0.00%0.01%Q2 2013Q4 201615
Guinness Asset Management LTD 15150.61%1.82%2.93%Q2 2013Q4 201615
Amica Retiree Medical Trust 15150.02%0.04%0.05%Q4 2015Q2 201915
Guinness Atkinson Asset Management Inc 15151.38%2.59%3.83%Q2 2013Q4 201615
Virtus Fund Advisers, LLC 15150.00%0.00%0.00%Q2 2014Q4 201715
Walleye Capital LLC 410.00%0.02%0.09%Q1 2019Q3 202315
SHELL ASSET MANAGEMENT CO 1320.01%0.04%0.07%Q3 2016Q3 202315
AMICA MUTUAL INSURANCE CO 15150.02%0.03%0.05%Q4 2015Q2 201915
TCW GROUP INC 15150.00%0.01%0.07%Q2 2013Q4 201615
TOKIO MARINE ASSET MANAGEMENT CO LTD 1410.02%0.05%0.19%Q2 2013Q4 201715
OPPENHEIMER & CO INC 1310.01%0.14%0.29%Q2 2013Q3 202115
SEIZERT CAPITAL PARTNERS, LLC 1230.09%0.56%0.95%Q4 2017Q2 202215
OSAIC HOLDINGS, INC. 15150.00%0.01%0.01%Q1 2020Q3 202315
Xact Kapitalforvaltning AB 15150.01%0.02%0.04%Q3 2016Q1 202015
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 810.02%0.20%0.75%Q1 2018Q4 202215
Advisor Group, Inc. 15150.01%0.02%0.02%Q2 2016Q4 201915
BlackRock Japan Co. Ltd 15150.02%0.05%0.11%Q2 2013Q4 201615
BlackRock Fund Advisors 15150.02%0.03%0.04%Q2 2013Q4 201615
HBK INVESTMENTS L P 620.00%0.04%0.08%Q2 2013Q1 201815
BLACKROCK ADVISORS LLC 15150.00%0.05%0.12%Q2 2013Q4 201615
Corient Capital Partners, LLC 1050.04%0.31%0.48%Q3 2016Q2 202015
FULTON BREAKEFIELD BROENNIMAN LLC 860.08%1.37%1.95%Q1 2020Q3 202314
REGIONS FINANCIAL CORP 710.00%0.01%0.02%Q3 2014Q1 201914
Alyeska Investment Group, L.P. 910.01%0.66%1.77%Q2 2013Q4 201914
IBM Retirement Fund 1310.02%0.04%0.05%Q2 2013Q4 201614
AHL Partners LLP 14140.04%0.17%0.32%Q3 2014Q4 201714
Mn Services Vermogensbeheer B.V. 14140.01%0.02%0.03%Q1 2016Q2 201914
Schonfeld Strategic Advisors LLC 710.00%0.03%0.17%Q1 2018Q3 202314
Dai-ichi Life Holdings, Inc. 14140.01%0.06%0.09%Q2 2013Q3 201614
WFG Advisors, LP 14140.00%0.00%0.01%Q1 2014Q2 201714
Legacy Bridge, LLC 14140.03%0.27%0.50%Q2 2020Q3 202314
Assenagon Asset Management S.A. 1110.00%0.02%0.04%Q2 2017Q4 202214
PUTNAM INVESTMENTS LLC 1220.01%0.02%0.05%Q2 2013Q3 202314
Royal Fund Management, LLC 14140.01%0.01%0.01%Q4 2016Q1 202014
Wealthspire Advisors, L.P. 14140.00%0.01%0.02%Q4 2015Q1 201914
ASSETMARK, INC 910.00%0.01%0.06%Q2 2015Q1 202214
Quantbot Technologies LP 610.00%0.09%0.31%Q2 2013Q3 202014
Mizuho Asset Management Co.,Ltd. 14140.00%0.01%0.03%Q2 2013Q3 201614
ROYAL LONDON ASSET MANAGEMENT LTD 510.00%0.04%0.08%Q2 2013Q1 202014
Capital Advisory Group Advisory Services, LLC 14140.07%0.15%0.30%Q2 2020Q3 202314
Shinko Asset Management Co., Ltd. 14140.00%0.00%0.00%Q2 2013Q3 201614
Alaska Permanent Fund Corp 1220.01%0.04%0.06%Q1 2020Q3 202314
RIVER GLOBAL INVESTORS LLP 14140.09%0.17%0.34%Q2 2020Q3 202314
XPONANCE, INC. 14140.01%0.02%0.03%Q2 2020Q3 202314
OAKBROOK INVESTMENTS LLC 1210.02%0.06%0.09%Q2 2013Q3 201713
JS Capital Management LLC 880.27%0.83%1.62%Q4 2013Q3 201513
Valeo Financial Advisors, LLC 1210.00%0.00%0.02%Q2 2018Q3 202113
ARGI Investment Services, LLC 13130.02%0.09%0.17%Q4 2017Q4 202013
Gemmer Asset Management LLC 13130.00%0.00%0.00%Q4 2016Q4 201913
DELTA LLOYD NV 1210.00%0.01%0.02%Q2 2013Q3 201613
Versor Investments LP 520.04%0.13%0.42%Q2 2017Q3 202313
Carroll Financial Associates, Inc. 1030.00%0.00%0.00%Q4 2013Q2 201713
CIBC Private Wealth Group, LLC 13130.00%0.01%0.02%Q3 2017Q3 202013
AMICA PENSION FUND BOARD OF TRUSTEES 13130.03%0.04%0.05%Q4 2015Q4 201813
MERCER GLOBAL ADVISORS INC /ADV 13130.01%0.02%0.03%Q3 2020Q3 202313
HANCOCK WHITNEY CORP 310.01%0.04%0.11%Q3 2015Q2 202113
Global X Management CO LLC 13130.00%0.11%0.38%Q2 2015Q2 201813
Edgestream Partners, L.P. 610.02%0.12%0.29%Q3 2019Q3 202313
Investors Research Corp 13130.00%0.00%0.00%Q1 2019Q1 202213
Fiduciary Trust Co International of Pennsylvania 1210.02%0.04%0.06%Q2 2015Q1 202013
Empirical Finance, LLC 13130.24%0.68%1.01%Q4 2016Q4 201913
MACKENZIE FINANCIAL CORP 610.00%0.00%0.01%Q1 2018Q3 202313
Rampart Investment Management Company, LLC 1030.00%0.23%0.81%Q1 2017Q2 202013
Sowell Financial Services LLC 710.00%0.02%0.08%Q4 2016Q4 202213
HRT FINANCIAL LP 520.01%0.07%0.25%Q3 2019Q3 202313
Kingsview Wealth Management, LLC 660.00%0.03%0.09%Q3 2020Q3 202313
Dai-ichi Life Insurance Company, Ltd 1210.01%0.01%0.04%Q4 2016Q3 202113
KANALY TRUST CO 13130.00%0.00%0.01%Q4 2013Q4 201613
ING GROEP NV 510.00%0.01%0.03%Q4 2014Q1 202313
Rings Capital Management 13130.51%1.37%2.08%Q3 2020Q3 202313
Anchor Investment Management, LLC 1020.00%0.03%0.04%Q1 2018Q2 202112
Sargent Bickham Lagudis LLC 12120.00%0.00%0.00%Q1 2017Q4 201912
Qube Research & Technologies Ltd 510.02%0.08%0.26%Q3 2018Q3 202312
Retirement Group, LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
Trexquant Investment LP 210.03%0.24%0.48%Q1 2015Q3 202312
I.G. INVESTMENT MANAGEMENT, LTD. 12120.01%0.03%0.05%Q4 2013Q3 201612
PRUDENTIAL PLC 310.00%0.06%0.34%Q2 2015Q3 202312
DAVENPORT & Co LLC 12120.00%0.24%0.61%Q3 2013Q2 201612
OMERS ADMINISTRATION Corp 420.01%0.06%0.32%Q3 2015Q4 201912
Cognios Capital, LLC 12120.60%0.82%0.95%Q2 2017Q1 202012
Ellevest, Inc. 12120.00%0.00%0.01%Q2 2020Q1 202312
BURNHAM ASSET MANAGEMENT CORP /NY/ 12120.07%0.08%0.11%Q2 2013Q1 201612
Cipher Capital LP 310.04%0.21%0.51%Q4 2013Q2 202112
FRIESS ASSOCIATES LLC 12120.01%0.19%2.19%Q4 2013Q3 201612
Campbell & CO Investment Adviser LLC 710.11%0.35%1.60%Q3 2013Q2 202312
Cetera Investment Advisers 12120.00%0.01%0.02%Q4 2020Q3 202312
ALPHA WINDWARD LLC 1020.01%0.08%0.37%Q2 2017Q3 202012
S&CO INC 12120.03%0.05%0.06%Q1 2017Q4 201912
PARSONS CAPITAL MANAGEMENT INC/RI 12120.04%0.05%0.06%Q2 2013Q1 201612
Harvest Fund Management Co., Ltd 910.00%0.03%0.11%Q2 2017Q3 202312
RUSSELL FRANK CO/ 12120.00%0.00%0.01%Q2 2013Q1 201612
MACKAY SHIELDS LLC 1020.00%0.07%0.19%Q1 2018Q1 202112
Atria Investments, Inc 930.01%0.05%0.11%Q2 2013Q3 201712
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 12121.06%3.67%5.92%Q2 2013Q1 201612
Elkfork Partners LLC 12120.02%0.04%0.09%Q4 2016Q3 201912
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 930.01%0.11%0.24%Q4 2016Q4 201912
Meadow Creek Investment Management LLC 12120.01%0.02%0.05%Q4 2016Q3 201912
Glen Harbor Capital Management LLC 12120.01%0.03%0.06%Q4 2016Q3 201912
Flinton Capital Management LLC 12120.01%0.02%0.06%Q4 2016Q3 201912
Cannell & Co. 12120.90%2.54%3.62%Q2 2013Q1 201612
PartnerRe Asset Management CORP 12120.02%0.03%0.04%Q2 2013Q1 201612
Newbridge Financial Services Group, Inc. 1110.01%0.01%0.03%Q3 2020Q3 202312
Trilogy Capital Inc. 840.04%0.07%0.10%Q1 2018Q4 202112
Annapolis Financial Services, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Kentucky Retirement Systems Insurance Trust Fund 12120.03%0.05%0.06%Q3 2013Q2 201612
Cairn Investment Group, Inc. 12120.18%0.73%1.35%Q4 2019Q3 202212
PrairieView Partners, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
TD Securities (USA) LLC 920.01%0.04%0.06%Q2 2013Q1 201611
ClariVest Asset Management LLC 740.00%0.01%0.02%Q2 2020Q1 202311
IMS Capital Management 810.02%0.79%1.43%Q2 2013Q3 201811
Euclid Advisors LLC 830.00%0.38%1.61%Q2 2013Q2 201611
Blueshift Asset Management, LLC 320.04%0.22%0.52%Q4 2018Q1 202311
OneDigital Investment Advisors LLC 910.01%0.01%0.02%Q2 2017Q3 202211
STRATTON MANAGEMENT CO 11110.01%0.03%0.07%Q2 2013Q4 201511
South Dakota Investment Council 11110.08%0.17%0.25%Q1 2021Q3 202311
VSR Financial Services, Inc. 830.02%0.04%0.07%Q2 2013Q1 201611
Jupiter Investment Management Ltd 410.00%0.10%0.32%Q3 2013Q3 201911
NATIXIS 210.00%0.02%0.10%Q2 2014Q3 202211
Stonebridge Capital Advisors LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Hennion & Walsh Asset Management, Inc. 11110.01%0.11%0.26%Q1 2021Q3 202311
CEERA INVESTMENTS, LLC 11110.26%0.53%0.94%Q1 2021Q3 202311
Diversified Trust Co 710.01%0.05%0.10%Q2 2014Q4 202311
ORANGE CAPITAL, LLC 770.35%5.40%12.51%Q1 2014Q3 201511
EVERENCE CAPITAL MANAGEMENT INC 420.03%0.07%0.09%Q2 2014Q4 201911
Bluefin Trading, LLC 770.00%0.10%0.27%Q1 2014Q3 201511
Euclidean Technologies Management, LLC 810.18%1.73%2.36%Q1 2017Q3 202111
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 11110.25%0.36%0.46%Q1 2014Q3 201611
Berman Capital Advisors, LLC 650.00%0.00%0.00%Q4 2018Q3 202111
Carolina Wealth Advisors, LLC 11110.17%2.15%3.51%Q4 2019Q2 202211
Loudon Investment Management, LLC 11110.46%1.58%2.46%Q3 2016Q1 201911
Smithfield Trust Co 910.00%0.00%0.00%Q4 2017Q4 202011
MENTA CAPITAL LLC 910.03%0.23%0.45%Q4 2013Q1 201911
EVOKE WEALTH, LLC 11110.00%0.00%0.01%Q3 2019Q1 202211
BEACON TRUST CO 810.04%0.31%0.50%Q1 2014Q1 201711
HALSEY ASSOCIATES INC/CT 11110.06%0.07%0.08%Q2 2013Q4 201511
CLEAR STREET MARKETS LLC 510.00%0.00%0.01%Q3 2013Q4 202211
AlphaCrest Capital Management LLC 520.02%0.08%0.27%Q3 2019Q3 202211
VILLERE ST DENIS J & CO LLC 11110.06%0.18%0.31%Q3 2015Q1 201811
JENSEN INVESTMENT MANAGEMENT INC 910.01%0.01%0.01%Q3 2014Q2 201811
UMB Bank, n.a. 830.00%0.00%0.01%Q2 2016Q3 202311
STEVENS CAPITAL MANAGEMENT LP 210.01%0.10%0.20%Q2 2013Q4 201911
DUALITY ADVISERS, LP 410.02%0.11%0.39%Q4 2018Q3 202311
NuWave Investment Management, LLC 610.00%0.13%0.47%Q2 2013Q2 202011
Point72 Asset Management, L.P. 410.00%0.05%0.14%Q2 2015Q1 202311
Range Financial Group LLC 11110.35%1.19%2.38%Q1 2021Q3 202311
Huber Capital Management LLC 11110.18%0.30%0.43%Q1 2021Q3 202311
Covington Capital Management 520.00%0.02%0.05%Q2 2013Q3 202211
AE Wealth Management LLC 1010.00%0.01%0.01%Q2 2020Q3 202311
Spark Investment Management LLC 820.06%0.29%0.69%Q2 2014Q1 202010
GAM SYSTEMATIC LLP 430.03%0.32%0.62%Q4 2014Q3 201710
Stone Ridge Asset Management LLC 510.01%0.27%0.90%Q4 2014Q3 201910
Capital Investment Counsel, Inc 730.09%0.11%0.14%Q3 2016Q2 202110
SHELTON CAPITAL MANAGEMENT 10100.01%0.01%0.03%Q2 2021Q3 202310
SENECA CAPITAL INVESTMENTS, L.P. 880.97%2.61%5.06%Q4 2013Q3 201510
JACOBS LEVY EQUITY MANAGEMENT, INC 310.01%0.09%0.36%Q3 2013Q3 202110
M&R CAPITAL MANAGEMENT INC 10100.00%0.00%0.01%Q2 2016Q3 201810
CRAWFORD INVESTMENT COUNSEL INC 10100.01%0.02%0.10%Q2 2021Q3 202310
WASHINGTON TRUST Co 10100.00%0.01%0.01%Q2 2021Q3 202310
Santa Fe Partners LLC 820.03%0.29%0.51%Q2 2013Q4 201510
ELLINGTON MANAGEMENT GROUP LLC 410.08%0.37%0.74%Q2 2013Q1 201910
CULLEN/FROST BANKERS, INC. 310.00%0.02%0.06%Q2 2013Q1 202310
CITY NATIONAL BANK 10100.01%0.01%0.02%Q2 2013Q3 201510
NewEdge Wealth, LLC 10100.45%0.89%1.38%Q2 2021Q3 202310
MARSHALL WACE, LLP 410.00%0.11%0.69%Q2 2014Q2 202310
Hutchin Hill Capital, LP 310.02%0.14%0.86%Q2 2013Q3 201710
CSat Investment Advisory, L.P. 10100.00%0.02%0.03%Q2 2018Q3 202010
Highstreet Asset Management Inc. 910.00%0.04%0.08%Q2 2017Q4 201910
Accel Wealth Management 10100.00%0.00%0.01%Q4 2020Q1 202310
Kestra Advisory Services, LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
Maryland State Retirement & Pension System 640.01%0.01%0.02%Q1 2021Q3 202310
Bath Savings Trust Co 910.06%0.08%0.09%Q4 2013Q2 201710
BI Asset Management Fondsmaeglerselskab A/S 710.01%0.07%0.15%Q4 2018Q4 202210
Invenomic Capital Management LP 10100.12%1.58%3.18%Q1 2020Q2 202210
Unigestion Holding SA 640.01%0.63%2.22%Q2 2018Q4 202010
Laurion Capital Management LP 410.00%0.03%0.17%Q3 2015Q3 202010
CLINTON GROUP INC 410.09%0.29%0.87%Q3 2013Q2 201810
RWC Asset Management LLP 10100.02%0.87%1.39%Q2 2013Q3 201510
Bogart Wealth, LLC 10100.00%0.00%0.00%Q4 2020Q1 202310
Lee Financial Co 10100.00%0.00%0.00%Q2 2021Q3 202310
AUA CAPITAL MANAGEMENT, LLC 10100.00%0.00%0.00%Q3 2020Q4 202210
RITHOLTZ WEALTH MANAGEMENT 910.03%0.08%0.11%Q2 2017Q3 202310
Achmea Investment Management B.V. 820.02%0.04%0.09%Q1 2017Q3 201910
Capital Investment Advisory Services, LLC 640.00%0.03%0.06%Q4 2018Q3 202110
Teza Capital Management LLC 310.11%0.29%0.57%Q4 2017Q2 202310
Quadrature Capital Ltd 310.01%0.12%0.36%Q1 2016Q3 202210
Tredje AP-fonden 640.01%0.04%0.08%Q4 2016Q4 201910
Rodgers Brothers Inc. 10100.69%0.99%1.36%Q2 2021Q3 202310
Allworth Financial LP 10100.00%0.00%0.01%Q2 2021Q3 202310
Bayesian Capital Management, LP 310.07%0.22%0.73%Q2 2016Q3 202310
PDT Partners, LLC 610.01%0.05%0.10%Q2 2013Q2 202210
Mork Capital Management, LLC 910.57%1.13%1.81%Q4 2014Q4 202210
Tidal Investments LLC 10100.02%0.07%0.14%Q2 2021Q3 202310
NATIONAL INVESTMENT SERVICES INC /WI 991.69%2.06%2.60%Q1 2015Q1 20179
Marshall Wace North America L.P. 320.00%0.09%0.55%Q2 2013Q4 20209
Lyons Wealth Management, LLC. 630.51%1.01%1.52%Q4 2013Q1 20169
LEVEL FOUR ADVISORY SERVICES, LLC 410.01%0.02%0.02%Q2 2020Q3 20239
Virtu KCG Holdings LLC 310.00%0.01%0.03%Q3 2013Q1 20179
ELEMENT CAPITAL MANAGEMENT LLC 210.02%0.57%2.19%Q2 2015Q4 20199
American Research & Management Co. 540.00%0.00%0.00%Q2 2015Q3 20179
Ferris Capital, LLC 810.00%0.17%0.21%Q2 2017Q3 20199
OAK ASSOCIATES LTD /OH/ 990.03%0.32%0.46%Q4 2017Q4 20199
KWMG, LLC 990.01%0.44%0.81%Q1 2017Q1 20199
Sterneck Capital Management, LLC 710.11%0.33%0.74%Q2 2014Q1 20179
Swedbank 990.11%0.41%0.72%Q4 2018Q4 20209
Magnetar Financial LLC 410.00%0.01%0.02%Q2 2015Q3 20199
JENNISON ASSOCIATES LLC 410.00%0.00%0.00%Q3 2017Q3 20229
HARBOUR INVESTMENTS, INC. 540.00%0.00%0.00%Q1 2021Q2 20239
KESTREL INVESTMENT MANAGEMENT CORP 992.14%2.97%4.84%Q4 2020Q4 20229
TECTONIC ADVISORS LLC 990.09%0.29%0.40%Q3 2021Q3 20239
PICTON MAHONEY ASSET MANAGEMENT 990.39%0.51%0.68%Q3 2013Q3 20159
ROOSEVELT INVESTMENT GROUP LLC 990.10%0.15%0.29%Q3 2020Q3 20229
NEW YORK LIFE TRUST CO 310.04%0.25%0.50%Q2 2013Q1 20179
Professional Financial Advisors, LLC 990.00%0.00%0.00%Q3 2020Q3 20229
MANAGED ACCOUNT ADVISORS LLC 990.00%0.01%0.02%Q2 2013Q2 20159
FIRST CITIZENS BANK & TRUST CO 720.01%0.02%0.03%Q2 2013Q3 20239
CONNING INC. 810.01%0.01%0.02%Q4 2013Q4 20179
CX Institutional 310.00%0.03%0.25%Q1 2019Q2 20229
Catalyst Capital Advisors LLC 410.01%0.57%0.96%Q1 2014Q3 20169
STEEL GROVE CAPITAL ADVISORS, LLC 990.03%0.24%0.49%Q3 2021Q3 20239
Matrix Capital Management Company, LP 994.75%8.85%14.59%Q2 2013Q2 20159
HOPLITE CAPITAL MANAGEMENT, L.P. 771.90%4.25%7.90%Q2 2013Q4 20149
Index Management Solutions, LLC 990.00%0.01%0.05%Q3 2013Q3 20159
Mercer Capital Advisers, Inc. 990.03%0.04%0.05%Q4 2014Q4 20169
Airain ltd 310.03%0.15%0.33%Q2 2013Q2 20179
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 990.01%0.16%0.31%Q1 2014Q1 20169
Visium Asset Management, LP 620.00%0.02%0.07%Q2 2013Q3 20159
Migdal Insurance & Financial Holdings Ltd. 410.00%0.01%0.01%Q1 2017Q2 20209
CI Global Investments Inc. 880.84%2.46%4.28%Q4 2014Q3 20168
YOUSIF CAPITAL MANAGEMENT, LLC 880.02%0.04%0.05%Q4 2021Q3 20238
BlueCrest Capital Management Ltd 210.01%0.07%0.25%Q3 2015Q1 20238
FOX RUN MANAGEMENT, L.L.C. 310.09%0.39%1.18%Q4 2017Q2 20238
Eagle Bay Advisors LLC 620.00%0.01%0.10%Q3 2021Q3 20238
HERNDON CAPITAL MANAGEMENT LLC 880.00%0.01%0.02%Q4 2014Q3 20168
Cetera Advisors LLC 320.00%0.03%0.10%Q2 2015Q1 20238
BECK CAPITAL MANAGEMENT, LLC 880.18%0.24%0.32%Q2 2014Q1 20168
Bell Investment Advisors, Inc 620.00%0.00%0.00%Q3 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.00%0.02%0.03%Q4 2021Q3 20238
Paladin Advisory Group, LLC 880.07%0.10%0.14%Q4 2021Q3 20238
Covestor Ltd 880.01%0.09%0.19%Q4 2021Q3 20238
Quent Capital, LLC 880.01%0.12%0.18%Q4 2021Q3 20238
HANSEATIC MANAGEMENT SERVICES INC 410.00%0.16%0.90%Q2 2013Q4 20228
Lombard Odier Asset Management (Switzerland) SA 510.02%0.08%0.14%Q3 2014Q3 20178
BP PLC 530.02%0.02%0.02%Q3 2017Q4 20198
BRIDGEWAY CAPITAL MANAGEMENT, LLC 310.04%0.10%0.20%Q2 2013Q4 20228
Fidelity National Financial, Inc. 881.00%1.25%1.51%Q1 2020Q4 20218
HARVEST GROUP WEALTH MANAGEMENT, LLC 880.01%0.01%0.03%Q1 2019Q4 20208
DENALI ADVISORS LLC 220.00%0.07%0.26%Q2 2017Q1 20228
Dynamic Capital Management Ltd 310.10%0.40%1.09%Q2 2013Q4 20178
GUARDIAN INVESTOR SERVICES LLC 880.05%0.05%0.05%Q2 2013Q1 20158
Portolan Capital Management 440.18%0.70%1.07%Q4 2013Q4 20218
Vestcor Inc 530.00%0.05%0.18%Q4 2019Q3 20238
FineMark National Bank & Trust 880.00%0.02%0.04%Q1 2015Q4 20168
SIT INVESTMENT ASSOCIATES INC 880.01%0.44%0.76%Q1 2015Q4 20168
Cable Hill Partners, LLC 440.00%0.01%0.01%Q2 2015Q3 20188
JAMES INVESTMENT RESEARCH INC 310.01%0.05%0.09%Q2 2014Q1 20198
ATLAS CAPITAL ADVISORS LLC 620.00%0.05%0.10%Q3 2018Q3 20238
Pendal Group Ltd 620.00%0.04%0.15%Q2 2017Q2 20198
AJO, LP 620.00%0.09%0.18%Q2 2013Q3 20208
QUANTRES ASSET MANAGEMENT Ltd 510.21%0.49%0.80%Q1 2015Q1 20198
Harel Insurance Investments & Financial Services Ltd. 610.00%0.01%0.04%Q2 2016Q4 20228
Sciencast Management LP 210.06%0.19%0.29%Q2 2016Q4 20218
Lodge Hill Capital, LLC 881.89%3.06%6.21%Q4 2021Q3 20238
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 880.01%0.01%0.01%Q4 2017Q3 20198
NAVELLIER & ASSOCIATES INC 710.01%0.09%0.13%Q4 2013Q1 20208
Penserra Capital Management LLC 510.00%0.00%0.01%Q4 2015Q3 20188
Sculptor Capital LP 510.02%0.19%0.42%Q2 2013Q1 20168
BLAIR WILLIAM & CO/IL 880.00%0.00%0.00%Q2 2013Q1 20158
Onex Canada Asset Management Inc. 880.01%0.01%0.02%Q3 2019Q2 20218
PICTET ASSET MANAGEMENT SA 880.00%0.00%0.00%Q3 2021Q2 20238
LUCUS ADVISORS LLC 510.14%0.29%0.48%Q4 2014Q4 20178
HIGHBRIDGE CAPITAL MANAGEMENT LLC 210.00%0.15%0.42%Q2 2013Q3 20178
Quantedge Capital Pte Ltd 880.38%0.96%1.86%Q2 2021Q1 20238
Trust Co 510.00%0.00%0.01%Q3 2015Q3 20208
Winslow, Evans & Crocker, Inc. 880.00%0.01%0.01%Q4 2013Q3 20158
Waldron Private Wealth LLC 610.01%0.03%0.10%Q1 2014Q3 20238
Newfound Research LLC 880.00%0.00%0.00%Q3 2017Q2 20198
SUMITOMO MITSUI FINANCIAL GROUP, INC. 880.02%0.44%1.79%Q4 2021Q3 20238
Natixis Investment Managers International 530.01%0.02%0.05%Q3 2016Q3 20188
JFS WEALTH ADVISORS, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Financial Management Professionals, Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.01%Q4 2021Q3 20238
Mizuho Trust & Banking Co., Ltd. 880.02%0.04%0.05%Q4 2014Q3 20168
HIGHLAND CAPITAL MANAGEMENT LP 880.30%0.59%0.92%Q4 2013Q3 20158
New Vernon Capital Holdings II LLC 440.09%0.31%0.67%Q1 2018Q3 20238
Financial Gravity Asset Management, Inc. 530.00%0.00%0.02%Q1 2018Q1 20208
Redpoint Investment Management Pty Ltd 880.06%0.08%0.15%Q4 2017Q3 20198
Mount Yale Investment Advisors, LLC 880.04%0.05%0.06%Q1 2018Q4 20198
WEALTHFRONT Corp 710.00%0.00%0.01%Q1 2014Q3 20188
AFFINITY INVESTMENT ADVISORS, LLC 310.61%0.87%1.16%Q2 2013Q4 20157
WHITE PINE CAPITAL LLC 770.21%0.31%0.37%Q1 2014Q3 20157
Neo Ivy Capital Management 310.09%0.27%0.73%Q2 2019Q4 20217
NewEdge Advisors, LLC 610.00%0.01%0.04%Q4 2020Q3 20237
Fairfax Financial Holdings 770.58%0.92%1.40%Q1 2021Q3 20227
MV CAPITAL MANAGEMENT, INC. 770.00%0.01%0.01%Q2 2016Q4 20177
MILLER VALUE PARTNERS, LLC 610.23%0.75%3.65%Q1 2021Q3 20237
Landmark Bank 770.07%0.20%0.26%Q2 2018Q4 20197
Quinn Opportunity Partners LLC 770.04%0.27%0.44%Q3 2020Q1 20227
MAVERICK CAPITAL LTD 310.01%0.03%0.08%Q4 2015Q1 20237
Hamlin Capital Management, LLC 521.05%2.12%2.54%Q2 2013Q4 20197
Espalier Global Management LLC 420.37%0.78%1.35%Q1 2014Q4 20157
Parasol Investment Management, LLC 770.02%0.02%0.03%Q4 2013Q2 20157
Rehmann Capital Advisory Group 770.00%0.00%0.00%Q1 2018Q3 20197
Princeton Alpha Management LP 310.06%0.21%0.32%Q1 2014Q2 20167
SRB CORP 610.02%0.02%0.03%Q3 2014Q1 20207
EMC Capital Management 770.10%0.24%0.33%Q1 2022Q3 20237
ETRADE Capital Management LLC 430.00%0.00%0.01%Q2 2013Q3 20207
PINNACLE ASSOCIATES LTD 770.01%0.01%0.01%Q3 2014Q1 20167
IBEX WEALTH ADVISORS 610.83%1.88%2.66%Q4 2021Q3 20237
GLOBEFLEX CAPITAL L P 520.03%0.05%0.08%Q1 2019Q3 20237
Timber Hill LLC 210.00%0.00%0.01%Q2 2013Q1 20167
AustralianSuper Pty Ltd 770.03%0.45%0.88%Q2 2018Q4 20197
Meiji Yasuda Life Insurance Co 410.03%0.06%0.08%Q3 2013Q3 20197
NorthCoast Asset Management LLC 770.08%0.13%0.22%Q3 2017Q1 20197
EXCHANGE TRADED CONCEPTS, LLC 320.00%0.01%0.02%Q3 2021Q4 20237
Signature Wealth Management Group 610.00%1.84%2.39%Q4 2017Q4 20197
Amundi 320.00%0.00%0.01%Q2 2021Q2 20237
Zions Bancorporation, N.A. 310.00%0.00%0.00%Q1 2020Q3 20227
OXFORD ASSET MANAGEMENT LLP 310.02%0.13%0.29%Q1 2017Q2 20197
Jump Financial, LLC 310.01%0.09%0.24%Q3 2020Q1 20237
Itau Unibanco Holding S.A. 510.00%0.00%0.01%Q3 2016Q4 20197
Independent Portfolio Consultants, Inc. 770.01%0.01%0.02%Q1 2015Q3 20167
ExodusPoint Capital Management, LP 310.00%0.03%0.08%Q2 2019Q3 20237
OCCUDO QUANTITATIVE STRATEGIES LP 320.03%0.11%0.28%Q1 2021Q2 20237
Nuveen Fund Advisors, LLC 770.05%0.23%0.40%Q3 2016Q1 20187
Arete Wealth Advisors, LLC 770.16%0.19%0.23%Q2 2014Q4 20157
Proficio Capital Partners LLC 320.00%0.00%0.00%Q4 2015Q2 20197
STRATEGY ASSET MANAGERS LLC 430.11%0.33%0.59%Q3 2013Q1 20237
FDx Advisors, Inc. 520.01%0.06%0.10%Q4 2014Q4 20167
SHAPIRO ROBERT N 770.01%0.01%0.02%Q2 2013Q4 20147
Barnett & Company, Inc. 770.72%0.95%1.16%Q2 2021Q4 20227
ATHERTON LANE ADVISERS, LLC 770.01%0.03%0.05%Q2 2014Q4 20157
MANCHESTER FINANCIAL INC 610.00%0.00%0.00%Q2 2019Q1 20217
Nantahala Capital Management 610.55%0.85%1.16%Q2 2013Q4 20187
GHP Investment Advisors, Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
Nine Chapters Capital Management LLC 320.08%0.23%0.50%Q2 2013Q3 20157
IFM Investors Pty Ltd 770.02%0.02%0.03%Q1 2018Q3 20197
Numeric Investors LLC 310.02%0.10%0.34%Q3 2013Q4 20167
Tahithromos, L.L.C. 771.00%5.71%14.27%Q3 2014Q1 20167
Antipodean Advisors LLC 662.77%5.80%12.04%Q2 2013Q3 20147
One Wealth Advisors, LLC 610.04%0.16%0.57%Q4 2017Q4 20227
FourThought Financial, LLC 430.00%0.00%0.00%Q4 2020Q3 20227
ALETHEA CAPITAL MANAGEMENT, LLC 210.50%1.70%2.67%Q4 2014Q3 20187
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Echo Street Capital Management LLC 210.00%0.05%0.29%Q2 2015Q1 20236
Hodges Capital Management Inc. 660.06%0.08%0.09%Q2 2021Q3 20226
1919 Investment Counsel, LLC 660.02%0.04%0.09%Q2 2013Q3 20146
SUNFLOWER BANK, NA WEALTH MANAGEMENT 660.09%0.15%0.25%Q2 2018Q3 20196
ArchPoint Investors 510.12%0.18%0.30%Q2 2013Q4 20196
abrdn Investment Management Ltd 660.00%0.00%0.00%Q3 2013Q4 20146
BHF Kleinwort Benson Group S.A. 510.01%0.33%0.61%Q3 2013Q1 20166
Absolute Return Capital, LLC 420.06%0.16%0.37%Q3 2013Q3 20156
Ledyard National Bank 660.00%0.00%0.00%Q1 2017Q2 20186
CARL DOMINO INC 660.41%0.75%1.14%Q1 2016Q2 20176
Virtu Financial LLC 210.02%0.03%0.06%Q4 2017Q2 20236
Illinois Municipal Retirement Fund 510.01%0.02%0.02%Q4 2020Q3 20236
Frontier Wealth Management LLC 660.05%0.11%0.17%Q2 2016Q3 20176
CIBC BANK USA 420.05%0.08%0.10%Q1 2017Q4 20196
PRIVATE TRUST CO NA 660.01%0.01%0.01%Q2 2022Q3 20236
Horizon Investments, LLC 220.00%0.01%0.04%Q2 2018Q3 20236
ALGERT GLOBAL LLC 310.06%0.26%0.65%Q2 2018Q3 20236
Cunning Capital Partners, LP 660.76%1.04%1.29%Q2 2022Q3 20236
FIRST MERCANTILE TRUST CO 510.00%0.01%0.01%Q3 2019Q2 20216
SEI TRUST CO 660.00%0.02%0.05%Q2 2013Q3 20146
FCF Advisors LLC 420.09%0.73%1.14%Q3 2016Q4 20236
National Pension Service 420.00%0.05%0.08%Q4 2014Q2 20166
LONGFELLOW INVESTMENT MANAGEMENT CO LLC 660.00%0.00%0.00%Q4 2020Q1 20226
Elite Wealth Management, Inc. 660.00%0.02%0.06%Q3 2012Q4 20136
Community Bank, N.A. 510.00%0.00%0.00%Q4 2017Q3 20226
WealthPLAN Partners, LLC 210.00%0.01%0.04%Q1 2015Q2 20236
Zions Bancorporation 310.00%0.00%0.00%Q1 2015Q3 20186
Lloyds Banking Group plc 660.01%0.02%0.02%Q2 2013Q3 20146
AGF INVESTMENTS INC. 330.00%0.00%0.01%Q1 2020Q1 20226
DELTA PARTNERS LP 669.99%13.73%21.44%Q4 2013Q1 20156
Fortis Advisors, LLC 660.09%0.12%0.14%Q4 2018Q1 20206
Financial Advisors Network, Inc. 510.48%0.58%0.65%Q2 2018Q4 20196
SeaCrest Wealth Management, LLC 660.00%0.01%0.03%Q4 2017Q1 20196
Carmichael Hill & Associates, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
6 Meridian 220.02%0.03%0.05%Q1 2018Q4 20216
Legacy Financial Advisors, Inc. 660.02%0.05%0.07%Q4 2017Q1 20196
TRUST CO OF VERMONT 330.00%0.00%0.00%Q4 2015Q4 20186
UBS OCONNOR LLC 510.09%0.23%0.36%Q1 2014Q1 20166
Disciplined Investments, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
Hexagon Capital Partners LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Corsicana & Co. 660.02%0.02%0.04%Q2 2021Q3 20226
SJS Investment Consulting Inc. 510.00%0.00%0.00%Q1 2022Q3 20236
Schubert & Co 660.00%0.00%0.00%Q4 2021Q1 20236
1620 INVESTMENT ADVISORS, INC. 510.27%0.42%0.64%Q4 2021Q2 20236
Atria Wealth Solutions, Inc. 660.00%0.00%0.01%Q2 2022Q3 20236
EHP Funds Inc. 660.08%0.12%0.15%Q1 2022Q2 20236
Virtus Investment Advisers, Inc. 660.01%0.49%1.01%Q3 2016Q4 20176
Sutton Wealth Advisors Inc. 510.00%0.00%0.00%Q1 2016Q4 20226
Zurich Insurance Group Ltd/FI 510.02%0.08%0.20%Q3 2015Q3 20176
CASTLEARK MANAGEMENT LLC 210.02%0.08%0.17%Q3 2013Q4 20156
VIKING GLOBAL INVESTORS LP 660.39%1.93%3.39%Q2 2013Q3 20146
OLD POINT TRUST & FINANCIAL SERVICES N A 660.28%0.29%0.30%Q3 2013Q4 20146
CHURCHILL MANAGEMENT Corp 310.03%0.11%0.21%Q2 2014Q4 20166
ZACKS INVESTMENT MANAGEMENT 210.00%0.02%0.06%Q3 2014Q4 20226
INTECH INVESTMENT MANAGEMENT LLC 660.01%0.02%0.03%Q2 2022Q3 20236
FIRST HAWAIIAN BANK 660.01%0.02%0.02%Q3 2018Q4 20196
HOWARD HUGHES MEDICAL INSTITUTE 330.00%0.02%0.04%Q2 2013Q4 20146
CREATIVE FINANCIAL DESIGNS INC /ADV 510.00%0.00%0.00%Q3 2018Q3 20236
CAMBIAR INVESTORS LLC 660.06%0.07%0.08%Q2 2017Q3 20186
CAMBRIDGE TRUST CO 660.00%0.00%0.00%Q4 2021Q1 20236
CARLSON CAPITAL L P 330.12%0.41%0.84%Q3 2013Q3 20206
VAN ECK ASSOCIATES CORP 660.00%0.00%0.00%Q4 2014Q1 20166
CAXTON ASSOCIATES LP 310.00%0.04%0.08%Q2 2017Q1 20226
DREMAN VALUE MANAGEMENT, L L C 660.02%0.11%0.23%Q4 2016Q1 20186
WILEN INVESTMENT MANAGEMENT CORP. 510.05%0.11%0.21%Q4 2020Q3 20226
BESSEMER SECURITIES LLC 660.63%0.85%1.13%Q4 2018Q1 20206
FIRST QUADRANT LLC/CA 310.00%0.08%0.23%Q3 2014Q2 20196
Dorsey & Whitney Trust CO LLC 660.02%0.03%0.03%Q2 2022Q3 20236
Weiss Multi-Strategy Advisers LLC 210.00%0.53%3.10%Q3 2013Q2 20186
Ifrah Financial Services, Inc. 660.22%0.28%0.35%Q2 2022Q3 20236
Essex Financial Services, Inc. 550.03%0.03%0.04%Q1 2021Q1 20225
Portman Square Capital LLP 220.02%0.09%0.20%Q4 2022Q1 20235
TCM Advisors, LLC 550.06%0.31%0.94%Q3 2022Q3 20235
Quantamental Technologies LLC 310.08%0.24%0.45%Q4 2018Q2 20225
MAI Capital Management 550.00%0.01%0.02%Q3 2022Q3 20235
Partnervest Advisory Services LLC 550.00%0.01%0.01%Q2 2013Q2 20145
Fiera Capital Corp 550.01%0.02%0.02%Q2 2013Q2 20145
SPOT TRADING L.L.C. 220.00%0.01%0.02%Q2 2017Q3 20175
Vestmark Advisory Solutions, Inc. 550.02%0.02%0.02%Q1 2021Q1 20225
BEACON INVESTMENT ADVISORY SERVICES, INC. 440.02%0.03%0.04%Q2 2017Q1 20185
Financial Architects, Inc 210.00%0.00%0.00%Q2 2015Q1 20195
Douglass Winthrop Advisors, LLC 550.02%0.02%0.02%Q4 2013Q4 20145
Pearl River Capital, LLC 310.10%0.25%0.35%Q2 2019Q4 20215
PZENA INVESTMENT MANAGEMENT LLC 550.00%0.00%0.00%Q4 2018Q4 20195
Invictus RG 310.03%0.20%0.54%Q1 2016Q3 20175
Railway Pension Investments Ltd 550.09%0.13%0.17%Q4 2018Q4 20195
State of Wyoming 320.06%0.08%0.10%Q2 2021Q4 20225
Kaizen Advisory, LLC 550.00%0.01%0.01%Q4 2017Q4 20185
Senator Investment Group LP 551.08%1.80%3.14%Q1 2014Q1 20155
Vanguard Personalized Indexing Management, LLC 550.01%0.01%0.02%Q3 2022Q3 20235
Argent Trust Co 550.02%0.03%0.05%Q1 2022Q1 20235
Gilman Hill Asset Management, LLC 551.74%1.82%1.92%Q1 2021Q1 20225
GREAT LAKES ADVISORS, LLC 320.01%0.01%0.02%Q2 2013Q1 20165
Delphi Private Advisors LLC 550.00%0.00%0.00%Q4 2015Q4 20165
JOHNSON INVESTMENT COUNSEL INC 550.01%0.01%0.01%Q4 2018Q4 20195
Sentry Investments Corp. 550.01%0.02%0.03%Q1 2015Q1 20165
MPS Loria Financial Planners, LLC 410.00%0.00%0.01%Q2 2017Q1 20215
Center for Financial Planning, Inc. 550.02%0.02%0.03%Q3 2022Q3 20235
GARGOYLE INVESTMENT ADVISOR L.L.C. 320.74%0.83%0.97%Q1 2015Q2 20195
HAVENS ADVISORS LLC 550.70%1.33%1.68%Q3 2014Q3 20155
Concorde Asset Management, LLC 210.63%1.03%1.40%Q1 2021Q4 20225
PARK CIRCLE Co 550.39%0.55%0.91%Q3 2021Q3 20225
WOODMONT INVESTMENT COUNSEL LLC 550.02%0.03%0.04%Q3 2022Q3 20235
Taylor Hoffman Wealth Management 410.00%0.55%0.92%Q1 2019Q2 20205
BURNEY CO/ 410.07%0.10%0.12%Q1 2021Q3 20235
Plante Moran Financial Advisors, LLC 410.00%0.00%0.01%Q2 2016Q3 20225
Cerity Partners LLC 410.00%0.01%0.04%Q1 2018Q3 20235
FORTALEZA ASSET MANAGEMENT INC/ 550.00%0.00%0.00%Q1 2014Q1 20155
Polianta Ltd 320.34%0.46%0.60%Q3 2017Q4 20185
TODD ASSET MANAGEMENT LLC 210.24%0.36%0.41%Q1 2016Q1 20195
Aquatic Capital Management LLC 320.02%0.06%0.20%Q4 2021Q2 20235
HAYS ADVISORY LLC 410.00%1.22%1.72%Q1 2015Q1 20185
NORTH RUN CAPITAL, LP 555.01%5.95%7.09%Q4 2013Q4 20145
SEEYOND 550.19%0.43%0.62%Q4 2018Q4 20195
Summit Street Capital Management, LLC 550.85%2.35%3.04%Q4 2014Q4 20155
Gyon Technologies Capital Management, LP 210.07%0.38%1.55%Q1 2020Q4 20225
AIGEN INVESTMENT MANAGEMENT, LP 210.02%0.21%0.52%Q3 2020Q2 20235
Bard Financial Services, Inc. 410.02%0.02%0.03%Q2 2022Q3 20235
Connor, Clark & Lunn Investment Management Ltd. 110.00%0.00%0.01%Q2 2014Q2 20235
WILMINGTON TRUST CO 550.01%0.01%0.02%Q2 2013Q2 20145
Wellesley Investment Partners, LLC 550.23%0.28%0.38%Q4 2015Q4 20165
Park Avenue Institutional Advisers LLC 550.03%0.04%0.06%Q2 2015Q2 20165
Spire Wealth Management 550.00%0.00%0.00%Q1 2021Q1 20225
Leisure Capital Management 310.18%0.25%0.46%Q2 2015Q2 20175
Bredin Investment LLC 210.17%0.18%0.20%Q4 2017Q2 20195
Aptus Capital Advisors, LLC 550.06%0.23%0.42%Q4 2018Q4 20195
Foundry Partners, LLC 550.21%0.24%0.27%Q3 2020Q3 20215
SCOUT INVESTMENTS, INC. 550.42%0.53%0.73%Q4 2017Q4 20185
Southpoint Capital Advisors LP 440.63%2.80%5.24%Q2 2013Q1 20145
Inspire Investing, LLC 210.00%0.06%0.10%Q4 2017Q1 20225
PEREGRINE CAPITAL MANAGEMENT LLC 550.30%0.37%0.41%Q1 2021Q1 20225
Asset Dedication, LLC 410.00%0.00%0.00%Q2 2018Q3 20235
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 320.00%0.01%0.01%Q2 2022Q3 20235
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 410.00%0.00%0.00%Q3 2017Q3 20235
CenterStar Asset Management, LLC 210.00%0.05%0.21%Q4 2017Q4 20185
Shilanski & Associates, Inc. 210.49%0.52%0.58%Q3 2021Q1 20235
Belmont Capital, LLC 550.01%0.05%0.12%Q3 2022Q3 20235
Inspire Advisors, LLC 410.03%0.10%0.16%Q4 2020Q1 20235
Kavar Capital Partners, LLC 410.00%0.81%1.14%Q2 2015Q2 20195
RPg Family Wealth Advisory, LLC 550.02%0.04%0.06%Q4 2015Q4 20165
Grove Bank & Trust 410.00%0.00%0.01%Q4 2016Q1 20235
INTEGRATED WEALTH COUNSEL, LLC 410.02%0.03%0.08%Q2 2013Q4 20165
EverSource Wealth Advisors, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Hillsdale Investment Management Inc. 410.02%0.03%0.05%Q2 2013Q2 20215
ADVISOR PARTNERS II, LLC 550.01%0.02%0.02%Q3 2022Q3 20235
Ethic Inc. 550.02%0.03%0.03%Q3 2022Q3 20235
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 210.00%0.00%0.00%Q4 2020Q2 20235
Ruffer LLP 550.03%0.04%0.05%Q3 2020Q3 20215
Hikari Power Ltd 550.02%0.03%0.03%Q2 2018Q2 20195
Front Row Advisors LLC 320.00%0.00%0.01%Q4 2017Q4 20195
Tradewinds, LLC. 320.16%0.21%0.26%Q2 2022Q3 20235
Seawolf Capital, LLC 311.29%2.28%2.98%Q3 2013Q2 20155
Harrison & Co Wealth Management, LLC 550.78%0.87%1.02%Q4 2021Q4 20225
Snowden Capital Advisors LLC 310.00%0.00%0.01%Q2 2019Q4 20214
TRUEWEALTH LLC 440.00%0.00%0.00%Q4 2017Q3 20184
Private Advisor Group, LLC 210.00%0.06%0.10%Q1 2014Q2 20204
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 440.01%0.01%0.01%Q3 2018Q2 20194
SUN LIFE FINANCIAL INC 220.00%0.03%0.07%Q4 2016Q2 20204
Pomelo Capital LLC 330.01%0.11%0.31%Q2 2013Q4 20134
NINE MASTS CAPITAL Ltd 220.02%0.08%0.15%Q3 2017Q4 20174
ARMSTRONG ADVISORY GROUP, INC 440.01%0.02%0.02%Q4 2022Q3 20234
Newbrook Capital Advisors LP 445.81%6.43%6.71%Q1 2014Q4 20144
Stonehage Fleming (UK) Ltd 440.95%1.47%1.68%Q1 2015Q4 20154
GENERAL MOTORS INVESTMENT MANAGEMENT CORP 440.07%0.08%0.09%Q2 2014Q1 20154
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 440.00%0.00%0.00%Q2 2013Q1 20144
HOWE & RUSLING INC 310.00%0.00%0.00%Q4 2014Q3 20224
MCRAE CAPITAL MANAGEMENT INC 440.23%0.25%0.26%Q1 2016Q4 20164
Global Endowment Management, LP 440.01%0.02%0.02%Q4 2019Q3 20204
Koesten, Hirschmann & Crabtree, INC. 440.00%0.00%0.00%Q4 2022Q3 20234
Cresset Asset Management, LLC 220.00%0.00%0.00%Q4 2018Q3 20234
Symmetry Partners, LLC 440.02%0.04%0.06%Q4 2018Q3 20194
Ancora Advisors LLC 440.00%0.00%0.00%Q1 2021Q4 20214
SAMLYN CAPITAL, LLC 210.36%0.98%1.96%Q3 2013Q4 20154
Principle Wealth Partners LLC 440.03%0.04%0.04%Q2 2021Q1 20224
Stokes Family Office, LLC 310.03%0.04%0.05%Q2 2022Q3 20234
O'Shares Investment Advisers, LLC 310.04%0.11%0.15%Q2 2020Q1 20224
KCM INVESTMENT ADVISORS LLC 440.02%0.03%0.03%Q2 2015Q1 20164
YCG, LLC 440.10%0.10%0.10%Q2 2013Q1 20144
STONERIDGE INVESTMENT PARTNERS LLC 440.17%0.30%0.43%Q3 2014Q2 20154
American Portfolios Advisors 210.00%0.00%0.00%Q4 2017Q3 20224
FIRST HORIZON CORP 440.00%0.00%0.00%Q3 2020Q2 20214
Man Investments Ltd 440.13%0.18%0.22%Q2 2013Q1 20144
Private Capital Management, LLC 110.04%0.04%0.06%Q4 2019Q2 20204
Hudson Bay Capital Management LP 210.01%0.12%0.23%Q2 2014Q1 20174
Wealth Quarterback LLC 220.00%0.00%0.00%Q4 2019Q3 20214
PATHSTONE FAMILY OFFICE, LLC 310.01%0.01%0.01%Q2 2022Q3 20234
CAPITAL ONE, NATIONAL ASSOCIATION 310.02%0.02%0.02%Q4 2015Q4 20164
STEADFAST CAPITAL MANAGEMENT LP 440.37%1.05%2.20%Q2 2013Q1 20144
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
STEADFAST ADVISORS LP 440.37%1.05%2.19%Q2 2013Q1 20144
SECOR Capital Advisors, LP 310.01%0.10%0.25%Q1 2015Q4 20174
TFO Wealth Partners, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Corient Private Wealth LLC 440.01%0.01%0.02%Q4 2022Q3 20234
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 210.00%0.00%0.00%Q4 2018Q1 20204
Cypress Capital Group 310.08%0.09%0.10%Q4 2013Q1 20154
MUFG Securities EMEA plc 210.00%0.03%0.10%Q2 2018Q2 20204
Parkwood LLC 310.01%0.07%0.11%Q4 2013Q2 20174
WESTWOOD HOLDINGS GROUP INC 440.07%0.09%0.13%Q4 2014Q3 20154
Redhawk Wealth Advisors, Inc. 440.14%0.43%0.62%Q1 2022Q4 20224
MIDAS MANAGEMENT CORP 440.48%0.55%0.62%Q2 2016Q1 20174
Meiji Yasuda Asset Management Co Ltd. 310.04%0.05%0.05%Q3 2016Q1 20184
HORIZON BANCORP INC /IN/ 440.16%0.21%0.26%Q4 2019Q3 20204
Wing Lake Capital, LLC 442.83%3.29%3.68%Q4 2013Q3 20144
Mandatum Life Insurance Co Ltd 440.03%0.03%0.04%Q4 2015Q3 20164
Royal Capital Management, LLC 442.79%5.18%6.38%Q2 2013Q1 20144
Charter Bridge Capital Management, L.P. 333.76%4.33%5.02%Q3 2014Q1 20154
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
CARILLON TOWER ADVISERS, INC. 440.10%0.12%0.16%Q1 2018Q4 20184
Hanlon Investment Management, Inc. 440.40%0.59%0.78%Q2 2022Q1 20234
Gallacher Capital Management LLC 440.22%0.31%0.46%Q4 2022Q3 20234
PERSONAL CFO SOLUTIONS, LLC 440.09%0.18%0.33%Q4 2019Q3 20204
Winton Capital Management Ltd 440.22%0.36%0.45%Q2 2013Q1 20144
Integrated Wealth Concepts LLC 220.01%0.01%0.01%Q3 2021Q4 20224
SAC Capital Advisors LP 440.00%0.04%0.12%Q2 2013Q1 20144
ISLAY CAPITAL MANAGEMENT, LLC 210.00%0.07%0.15%Q4 2019Q4 20214
MONEY CONCEPTS CAPITAL CORP 440.00%0.01%0.01%Q1 2022Q4 20224
Gradient Investments LLC 210.00%0.00%0.00%Q1 2015Q3 20234
Baker Avenue Asset Management, LP 210.00%0.01%0.01%Q3 2021Q3 20234
Simplicity Solutions, LLC 440.00%0.01%0.01%Q1 2020Q4 20204
SYNOVUS FINANCIAL CORP 220.00%0.00%0.00%Q4 2016Q2 20204
Century Capital Management, LLC 440.53%0.62%0.73%Q3 2016Q2 20174
Cetera Advisor Networks LLC 310.00%0.00%0.01%Q4 2019Q1 20234
Prairiewood Capital, LLC 440.66%0.78%0.83%Q1 2021Q4 20214
Kaizen Financial Strategies 220.16%0.20%0.25%Q3 2021Q3 20224
Colonial Trust Advisors 440.00%0.00%0.00%Q4 2022Q3 20234
DISCOVERY CAPITAL MANAGEMENT, LLC / CT 310.12%0.26%0.36%Q4 2013Q4 20144
Linden Thomas Advisory Services, LLC 440.22%0.26%0.29%Q4 2022Q3 20234
STEPHENS INC /AR/ 310.00%0.00%0.01%Q2 2022Q3 20234
Measured Wealth Private Client Group, LLC 310.01%0.07%0.09%Q3 2018Q1 20234
HENNESSY ADVISORS INC 440.06%0.07%0.08%Q1 2015Q4 20154
Lake Point Wealth Management 440.00%0.00%0.01%Q2 2021Q1 20224
CITIZENS FINANCIAL GROUP INC/RI 210.00%0.00%0.00%Q4 2015Q1 20204
TWINBEECH CAPITAL LP 210.03%0.14%0.27%Q2 2020Q1 20234
Steward Financial Group LLC 210.00%0.00%0.00%Q2 2022Q3 20234
Occidental Asset Management, LLC 440.17%0.17%0.19%Q1 2021Q4 20214
ANALYTIC INVESTORS, LLC 220.03%0.04%0.07%Q1 2015Q2 20164
C Partners Holding GmbH 440.04%0.08%0.11%Q4 2017Q3 20184
Nikko Asset Management Americas, Inc. 110.00%0.02%0.04%Q2 2013Q2 20154
F&C Asset Management plc 440.01%0.01%0.02%Q2 2013Q1 20144
V Wealth Advisors LLC 440.08%0.10%0.13%Q2 2021Q1 20224
BROWN BROTHERS HARRIMAN & CO 440.00%0.00%0.00%Q4 2018Q3 20194
Dorsey Wright & Associates 210.64%1.64%2.18%Q3 2021Q1 20234
Soros Fund Management 210.01%0.10%0.18%Q3 2014Q4 20164
BANK OF THE WEST 330.03%0.03%0.03%Q1 2017Q3 20173
Tikehau Investment Management 332.59%3.20%4.14%Q1 2018Q3 20183
FORA Capital, LLC 210.07%0.08%0.08%Q4 2019Q1 20233
WORLDQUANT MILLENNIUM ADVISORS LLC 330.04%0.19%0.29%Q3 2018Q1 20193
Truvestments Capital LLC 110.00%0.03%0.05%Q3 2018Q4 20223
Poplar Forest Capital LLC 330.06%0.10%0.14%Q3 2015Q1 20163
BOGLE INVESTMENT MANAGEMENT L P /DE/ 210.07%0.34%0.86%Q2 2016Q2 20183
Quarry LP 330.00%0.01%0.01%Q4 2022Q2 20233
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 330.00%0.00%0.00%Q1 2023Q3 20233
TOWNSQUARE CAPITAL LLC 210.00%0.01%0.03%Q1 2019Q3 20233
Kore Private Wealth LLC 330.00%0.00%0.00%Q4 2019Q2 20203
GTS SECURITIES LLC 110.00%0.00%0.00%Q3 2023Q3 20233
Integrated Investment Consultants, LLC 330.02%0.02%0.02%Q4 2016Q2 20173
SHERBROOKE PARK ADVISERS LLC 330.17%0.28%0.38%Q4 2022Q2 20233
Tanglewood Legacy Advisors, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
LIBERTY WEALTH MANAGEMENT LLC 210.01%0.01%0.02%Q4 2018Q3 20203
Y-Intercept (Hong Kong) Ltd 110.06%0.07%0.08%Q2 2021Q3 20223
Prospera Financial Services Inc 210.00%0.00%0.00%Q3 2020Q2 20223
Gladius Capital Management LP 210.01%0.02%0.03%Q2 2022Q2 20233
Realta Investment Advisors 330.00%0.00%0.00%Q2 2019Q4 20193
Waverly Advisors, LLC 330.00%0.00%0.00%Q1 2014Q3 20143
Calamos Advisors LLC 210.00%0.01%0.02%Q4 2013Q4 20153
Palo Capital, Inc. 330.29%0.57%1.09%Q2 2016Q4 20163
RS INVESTMENT MANAGEMENT CO LLC 330.06%0.20%0.32%Q3 2015Q1 20163
TSFG, LLC 330.01%0.02%0.02%Q1 2019Q3 20193
INTACT INVESTMENT MANAGEMENT INC. 330.01%0.02%0.02%Q3 2014Q1 20153
Orion Portfolio Solutions, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Winfield Associates, Inc. 330.00%0.00%0.01%Q2 2016Q4 20163
Simmons Bank 330.03%0.05%0.07%Q1 2020Q3 20203
CANTILLON CAPITAL MANAGEMENT LLC 331.65%1.72%1.86%Q2 2014Q4 20143
Procyon Advisors, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Kemnay Advisory Services Inc. 210.35%0.74%1.39%Q3 2014Q3 20173
Vise Technologies, Inc. 330.10%0.14%0.16%Q2 2022Q4 20223
PIERSHALE FINANCIAL GROUP, INC. 330.01%0.01%0.01%Q4 2022Q2 20233
Kames Capital Management Ltd 330.04%0.04%0.05%Q2 2013Q4 20133
TLP GROUP LLC 110.00%0.13%0.37%Q1 2016Q3 20183
River Wealth Advisors LLC 330.01%0.01%0.01%Q2 2018Q4 20183
Livingston Group Asset Management CO (operating as Southport Capital Management) 330.32%0.47%0.55%Q2 2016Q4 20163
Pine River Capital Management L.P. 210.01%0.07%0.12%Q1 2015Q1 20163
Invictus RG Pte. Ltd. 210.01%0.10%0.16%Q3 2013Q3 20143
GoalVest Advisory LLC 210.00%0.01%0.01%Q1 2022Q4 20233
GQ Asset Management, LLC 210.08%0.11%0.15%Q1 2019Q4 20193
Summit Global Investments 330.09%0.11%0.12%Q1 2023Q3 20233
Clearstead Advisors, LLC 330.00%0.00%0.00%Q4 2020Q2 20213
Exchange Capital Management, Inc. 330.00%0.01%0.01%Q1 2014Q3 20143
Coppell Advisory Solutions LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Karp Capital Management Corp 110.00%0.00%0.01%Q3 2015Q4 20183
Centiva Capital, LP 210.01%0.02%0.02%Q3 2019Q2 20233
DARK FOREST CAPITAL MANAGEMENT LP 110.01%0.07%0.18%Q2 2021Q3 20233
First Personal Financial Services 330.00%0.00%0.00%Q2 2019Q4 20193
Ergoteles LLC 110.01%0.06%0.11%Q1 2022Q1 20233
Merit Financial Group, LLC 330.01%0.02%0.02%Q2 2022Q4 20223
Sicart Associates LLC 330.18%0.32%0.53%Q4 2016Q2 20173
Invst, LLC 330.05%0.05%0.06%Q1 2021Q3 20213
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 330.03%0.03%0.03%Q1 2018Q3 20183
Pensionfund Sabic 210.00%0.28%0.42%Q4 2015Q2 20183
Petrus Trust Company, LTA 110.02%0.05%0.09%Q3 2016Q3 20203
Anchorage Capital Group, L.L.C. 330.41%0.97%1.78%Q2 2016Q4 20163
Pensionfund DSM Netherlands 210.00%0.25%0.39%Q4 2015Q2 20183
CATAPULT CAPITAL MANAGEMENT LLC 330.11%0.32%0.55%Q1 2015Q3 20153
DEERE & CO 330.01%0.01%0.02%Q1 2016Q3 20163
Triasima Portfolio Management inc. 330.19%0.32%0.43%Q2 2022Q4 20223
AdvisorShares Investments LLC 210.09%0.11%0.12%Q3 2022Q3 20233
GLG INC. 330.02%0.12%0.19%Q2 2013Q4 20133
Sandell Asset Management Corp. 332.92%2.94%2.97%Q2 2014Q4 20143
Aston Asset Management, LLC 330.12%0.22%0.34%Q2 2013Q4 20133
WealthTrust-Arizona, LLC 330.01%0.01%0.01%Q1 2016Q3 20163
WADDELL & REED FINANCIAL INC 330.00%0.00%0.01%Q4 2017Q2 20183
LAKEWOOD CAPITAL MANAGEMENT, LP 330.75%1.12%1.76%Q3 2013Q1 20143
Cambria Investment Management, L.P. 330.14%0.14%0.14%Q3 2017Q1 20183
CHARTWELL INVESTMENT PARTNERS/PA 330.18%0.28%0.33%Q3 2013Q1 20143
CENTAURUS FINANCIAL, INC. 110.00%0.01%0.01%Q2 2018Q1 20233
Third Point 331.55%1.64%1.77%Q1 2014Q3 20143
Cubic Asset Management, LLC 330.76%0.77%0.80%Q3 2016Q1 20173
Bridgefront Capital, LLC 110.09%0.52%0.86%Q2 2021Q1 20233
Capital World Investors 330.00%0.00%0.00%Q4 2016Q2 20173
FDO Partners, LLC 210.08%0.38%0.69%Q1 2016Q3 20173
EADS & HEALD WEALTH MANAGEMENT 210.10%0.12%0.15%Q3 2021Q2 20223
GILDER GAGNON HOWE & CO LLC 330.00%0.04%0.07%Q1 2015Q3 20153
Fairpointe Capital LLC 330.53%0.86%1.25%Q2 2013Q4 20133
FIRST NEW YORK SECURITIES LLC /NY 110.02%0.52%1.09%Q1 2014Q3 20153
Gryphon Financial Partners LLC 330.00%0.00%0.00%Q4 2017Q2 20183
NEW ENGLAND SECURITIES CORP /MA/ 330.01%0.02%0.02%Q2 2013Q4 20133
Sonora Investment Management, LLC 330.00%0.01%0.02%Q3 2015Q1 20163
Balentine LLC 210.00%0.00%0.00%Q4 2015Q2 20203
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
ASCEND CAPITAL, LLC 330.18%0.85%1.37%Q3 2014Q1 20153
Crewe Advisors LLC 330.00%0.00%0.00%Q2 2022Q4 20223
Banco de Sabadell, S.A 110.10%0.18%0.24%Q1 2018Q3 20203
Optimal Asset Management, Inc. 330.04%0.06%0.09%Q4 2019Q2 20203
Carlson Capital Management 330.03%0.04%0.04%Q1 2023Q3 20233
Graham Capital Management, L.P. 330.02%0.03%0.05%Q1 2022Q3 20223
CIGNA INVESTMENTS INC /NEW 330.01%0.02%0.03%Q1 2017Q3 20173
Gideon Capital Advisors, Inc. 210.22%0.26%0.32%Q4 2016Q3 20173
RMB Capital Management, LLC 210.01%0.08%0.20%Q3 2016Q3 20233
SNOW CAPITAL MANAGEMENT LP 330.01%0.04%0.10%Q3 2016Q1 20173
MGO ONE SEVEN LLC 210.00%0.00%0.00%Q4 2017Q4 20183
BRYN MAWR CAPITAL MANAGEMENT INC 110.04%0.07%0.11%Q1 2014Q3 20153
CALDWELL SUTTER CAPITAL, INC. 330.00%0.00%0.01%Q1 2023Q3 20233
Zweig-DiMenna Associates LLC 210.01%0.01%0.02%Q2 2014Q2 20173
MARSHALL WACE ASIA Ltd 110.01%0.02%0.03%Q1 2017Q4 20203
Howard Capital Management Inc. 331.08%1.15%1.21%Q1 2018Q3 20183
Arnhold LLC 210.02%0.03%0.03%Q3 2022Q3 20233
Centerpoint Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Ziegler Capital Management, LLC 330.03%0.04%0.05%Q1 2023Q3 20233
LMR Master Fund Ltd 330.25%0.39%0.57%Q2 2013Q4 20133
Financial Gravity Companies, Inc. 210.00%0.00%0.00%Q4 2017Q4 20183
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 330.62%0.65%0.69%Q1 2016Q3 20163
Westchester Capital Management, LLC 110.19%0.45%0.66%Q4 2012Q3 20143
Delphia (USA) Inc. 110.74%0.82%0.90%Q2 2022Q2 20232
Avidian Wealth Solutions, LLC 220.11%0.15%0.19%Q4 2017Q1 20182
Corton Capital Inc. 110.50%0.71%0.91%Q2 2022Q2 20232
Mascoma Wealth Management LLC 220.01%0.01%0.01%Q4 2016Q1 20172
COOKSON PEIRCE & CO INC 110.02%0.04%0.06%Q3 2015Q3 20212
Rock Point Advisors, LLC 111.46%1.55%1.65%Q2 2015Q1 20162
ICA Group Wealth Management, LLC 220.00%0.01%0.02%Q4 2022Q1 20232
DUBUQUE BANK & TRUST CO 220.00%0.00%0.00%Q1 2018Q2 20182
Point72 Middle East FZE 220.01%0.02%0.02%Q4 2022Q1 20232
Hunting Hill Global Capital, LLC 110.06%0.10%0.14%Q2 2021Q2 20212
TIGER MANAGEMENT L.L.C. 222.81%2.86%2.90%Q2 2013Q3 20132
ORG Partners LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Parametrica Management Ltd 111.37%2.26%3.14%Q3 2013Q2 20182
Integrated Wealth Management 110.00%0.00%0.00%Q1 2015Q4 20152
WEST PACES ADVISORS INC. 220.00%0.00%0.00%Q4 2016Q1 20172
Achievement Holdings L.P. 110.01%0.50%0.99%Q1 2015Q3 20152
B. Riley Wealth Advisors, Inc. 110.00%0.01%0.01%Q4 2014Q4 20222
FIRST INTERSTATE BANK 220.00%0.04%0.08%Q3 2016Q4 20162
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
STANCORP INVESTMENT ADVISERS INC 220.28%0.28%0.28%Q4 2014Q1 20152
Polar Asset Management Partners Inc. 110.00%0.00%0.00%Q2 2020Q4 20202
CHICAGO EQUITY PARTNERS LLC 110.02%0.04%0.06%Q2 2013Q4 20152
IVORY INVESTMENT MANAGEMENT, LLC 110.03%0.06%0.08%Q2 2013Q1 20142
MOTCO 110.00%0.00%0.00%Q2 2017Q2 20192
FRED ALGER MANAGEMENT, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Jane Street Holding, LLC 220.01%0.02%0.03%Q2 2013Q3 20132
WEBSTER BANK, N. A. 220.00%0.00%0.00%Q4 2016Q1 20172
MANNING & NAPIER ADVISORS LLC 220.08%0.09%0.10%Q2 2015Q3 20152
WHITTIER TRUST CO 110.00%0.00%0.00%Q1 2019Q3 20232
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 220.00%0.01%0.01%Q4 2015Q1 20162
Sovarnum Capital L.P. 220.33%0.61%0.89%Q1 2021Q2 20212
Manikay Partners, LLC 110.43%1.49%2.56%Q3 2015Q3 20152
SpiderRock Advisors, LLC 220.01%0.01%0.02%Q1 2017Q2 20172
Ridgewood Investments LLC 220.00%0.00%0.00%Q1 2023Q2 20232
KSA CAPITAL MANAGEMENT, LLC 220.17%0.19%0.21%Q3 2014Q4 20142
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.01%0.02%Q1 2015Q3 20182
Stratos Wealth Advisors, LLC 220.07%0.08%0.10%Q2 2023Q3 20232
Clark Capital Management Group, Inc. 110.02%0.02%0.02%Q4 2014Q3 20152
Indices-Pac Research Corp. 220.35%0.42%0.50%Q2 2013Q3 20132
Sigma Planning Corp 220.01%0.01%0.01%Q4 2020Q1 20212
MOORE CAPITAL MANAGEMENT, LP 110.01%0.07%0.13%Q2 2014Q3 20152
COLDSTREAM CAPITAL MANAGEMENT INC 110.00%0.01%0.01%Q2 2022Q4 20222
DRIEHAUS CAPITAL MANAGEMENT LLC 110.01%0.03%0.05%Q1 2016Q3 20172
MCIA Inc 220.01%0.01%0.01%Q2 2017Q3 20172
Haafor (Singapore) Pte. Ltd. 110.15%0.33%0.51%Q4 2019Q3 20202
WINDWARD CAPITAL MANAGEMENT CO /CA 220.05%0.06%0.07%Q3 2015Q4 20152
Columbus Hill Capital Management, L.P. 221.37%1.51%1.64%Q3 2015Q4 20152
PARK AVENUE SECURITIES LLC 220.01%0.01%0.01%Q2 2020Q3 20202
NORTHWEST INVESTMENT COUNSELORS, LLC 110.01%0.01%0.01%Q3 2020Q1 20212
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
NORTHERN TRUST CO OF CONNECTICUT 220.03%0.03%0.03%Q2 2013Q3 20132
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Lone Pine Capital 220.27%0.65%1.03%Q2 2013Q3 20132
TWIN CAPITAL MANAGEMENT INC 220.20%0.21%0.22%Q3 2016Q4 20162
Smead Capital Management, Inc. 223.87%4.15%4.43%Q3 2015Q4 20152
HIGHLAND CAPITAL MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2015Q3 20152
ICON ADVISERS INC/CO 220.03%0.03%0.03%Q2 2016Q3 20162
Fox Point Capital Management LLC 222.86%4.60%6.34%Q1 2014Q2 20142
DECADE CAPITAL MANAGEMENT LLC 110.45%0.71%0.98%Q4 2013Q3 20152
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.00%0.00%0.00%Q2 2022Q3 20222
Weiss Asset Management LP 110.04%0.04%0.04%Q3 2016Q1 20222
Schonfeld Group Holdings LLC 110.07%0.12%0.16%Q1 2014Q3 20152
RQSI Ltd 220.20%0.49%0.77%Q4 2014Q1 20152
BALASA DINVERNO & FOLTZ LLC 220.02%0.03%0.04%Q2 2022Q3 20222
BlueCrest Capital Management LLP 220.03%0.10%0.17%Q1 2014Q2 20142
INTRUST BANK NA 110.03%0.03%0.03%Q3 2022Q3 20232
EverPoint Asset Management, LLC 110.05%0.12%0.18%Q3 2014Q2 20152
Hirtle Callaghan & Co LLC 110.00%0.00%0.01%Q4 2013Q4 20142
SANDLER CAPITAL MANAGEMENT 220.79%1.10%1.41%Q2 2023Q3 20232
RELIANCE TRUST CO OF DELAWARE 220.02%0.02%0.02%Q4 2015Q1 20162
Alpine Global Management, LLC 110.03%0.08%0.13%Q2 2015Q4 20192
Cypress Capital, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Virtus ETF Advisers LLC 220.00%0.00%0.00%Q2 2019Q3 20192
USS Investment Management Ltd 220.01%0.01%0.01%Q4 2019Q1 20202
OTTER CREEK MANAGEMENT INC 221.66%1.75%1.84%Q2 2015Q3 20152
Avalon Investment & Advisory 220.37%0.38%0.40%Q2 2014Q3 20142
Quantitative Systematic Strategies LLC 110.07%0.10%0.14%Q4 2014Q4 20172
Triumph Capital Management 220.20%0.23%0.27%Q1 2023Q2 20232
Moon Capital Management, LLC 221.99%2.18%2.36%Q1 2020Q2 20202
DE BURLO GROUP INC 110.01%0.02%0.02%Q1 2022Q3 20222
MANA Advisors LLC 110.36%0.62%0.87%Q4 2017Q2 20202
Kendall Capital Management 220.09%0.21%0.33%Q2 2023Q3 20232
Placemark Investments, Inc. 220.00%0.00%0.00%Q2 2013Q3 20132
Checchi Capital Advisers, LLC 220.01%0.01%0.02%Q1 2016Q2 20162
Marathon Trading Investment Management LLC 220.02%0.10%0.18%Q2 2015Q3 20152
Ninety One UK Ltd 220.01%0.01%0.01%Q1 2021Q2 20212
Advisors Preferred, LLC 110.03%0.03%0.04%Q4 2016Q2 20172
Torch Wealth Management LLC 221.18%1.20%1.23%Q4 2014Q1 20152
SEVEN LOCKS CAPITAL MANAGEMENT LP 225.51%6.12%6.74%Q3 2015Q4 20152
Brookstone Capital Management 110.01%0.02%0.04%Q3 2020Q1 20212
Aviance Capital Partners, LLC 220.12%0.14%0.17%Q3 2021Q4 20212
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2015Q1 20212
MIZUHO SECURITIES USA LLC 110.14%0.66%1.18%Q3 2015Q3 20162
Palestra Capital Management LLC 221.86%2.23%2.59%Q1 2014Q2 20142
CreativeOne Wealth, LLC 220.01%0.02%0.02%Q2 2023Q3 20232
Pflug Koory, LLC 220.01%0.01%0.01%Q4 2020Q1 20212
EAM Global Investors LLC 220.67%0.71%0.75%Q2 2022Q3 20222
MAPLELANE CAPITAL, LLC 220.14%0.16%0.19%Q1 2014Q2 20142
Machina Capital S.A.S. 110.05%0.18%0.32%Q4 2019Q1 20232
AGF MANAGEMENT LTD 110.02%0.02%0.02%Q1 2023Q3 20232
Quantinno Capital Management LP 220.02%0.02%0.03%Q2 2023Q3 20232
Old North State Trust, LLC 220.03%0.03%0.04%Q1 2019Q2 20192
Alpha Quant Advisors, LLC 220.01%0.02%0.02%Q4 2018Q1 20192
Alambic Investment Management, L.P. 110.12%0.20%0.28%Q2 2017Q2 20182
FNY Partners Fund LP 110.00%0.00%0.00%Q1 2017Q4 20172
CLEARARC CAPITAL INC 220.04%0.04%0.05%Q2 2015Q3 20152
Personal Wealth Partners 220.00%0.00%0.00%Q3 2019Q4 20192
P.A.W. CAPITAL CORP 220.33%0.46%0.59%Q2 2021Q3 20212
Acrospire Investment Management LLC 220.00%0.03%0.07%Q1 2017Q2 20172
WealthBridge Capital Management, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
EAM Investors, LLC 220.34%0.35%0.35%Q2 2022Q3 20222
ALTERNA WEALTH MANAGEMENT, INC 110.25%0.25%0.25%Q3 2022Q2 20232
Sunbelt Securities, Inc. 220.05%0.05%0.06%Q2 2023Q3 20232
Venturi Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Stratos Wealth Partners, LTD. 220.00%0.00%0.01%Q4 2017Q1 20182
OptiFour Integrated Wealth Management, LLC 220.19%0.19%0.20%Q4 2017Q1 20182
PointState Capital LP 220.30%0.73%1.16%Q2 2013Q3 20132
Woodline Partners LP 110.00%0.00%0.00%Q4 2022Q3 20232
Xcel Wealth Management, LLC 220.12%0.34%0.55%Q1 2022Q2 20222
Semper Trust Co. 220.12%0.12%0.12%Q1 2015Q2 20152
Zebra Capital Management LLC 220.23%0.25%0.27%Q3 2018Q4 20182
Banque Cantonale Vaudoise 220.00%0.00%0.01%Q2 2023Q3 20232
KINGDON CAPITAL MANAGEMENT, L.L.C. 110.19%0.28%0.37%Q1 2015Q3 20152
Polaris Capital Management, LLC 221.32%1.44%1.56%Q1 2020Q2 20202
VERUS CAPITAL PARTNERS, LLC 220.01%0.02%0.03%Q4 2019Q1 20202
Majedie Asset Management Ltd 220.76%0.92%1.07%Q4 2015Q1 20162
Rain Capital Management, LLC 110.15%0.19%0.24%Q4 2022Q3 20232
JOYN Advisors, Inc. 220.00%0.00%0.00%Q3 2018Q4 20182
Arkadios Wealth Advisors 220.00%0.00%0.00%Q4 2019Q1 20202
EPG Wealth Management LLC 220.00%0.00%0.00%Q4 2019Q1 20202
CAROLINAS WEALTH CONSULTING LLC 220.00%0.00%0.00%Q2 2020Q3 20202
Lombard Odier Asset Management (USA) Corp 110.01%0.02%0.02%Q3 2019Q2 20232
Affinity Capital Advisors, LLC 110.06%0.07%0.07%Q3 2022Q3 20232
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Standard Investments LLC 110.02%0.22%0.43%Q1 2014Q2 20152
Bellwether Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Emerald Acquisition Ltd. 220.00%0.00%0.00%Q2 2016Q3 20162
American Financial Network Advisory Services LLC 220.00%0.00%0.00%Q3 2017Q4 20172
TIVERTON ASSET MANAGEMENT LLC 220.00%0.01%0.01%Q2 2019Q3 20192
XTX Topco Ltd 110.08%0.11%0.15%Q3 2021Q4 20222
Li Winifred I 220.00%0.01%0.02%Q3 2014Q4 20142
Wealthcare Advisory Partners LLC 110.00%0.00%0.00%Q4 2019Q1 20212
Wakefield Asset Management LLLP 220.89%0.95%1.00%Q2 2020Q3 20202
Pinz Capital Management, LP 110.04%0.11%0.18%Q4 2019Q3 20202
SCOPUS ASSET MANAGEMENT, L.P. 110.10%0.15%0.20%Q1 2014Q2 20182
Winchester Group Inc. 220.36%0.37%0.37%Q2 2013Q3 20132
1832 Asset Management L.P. 110.00%0.00%0.00%Q2 2015Q1 20172
BLUEFIN CAPITAL MANAGEMENT, LLC 220.01%0.02%0.03%Q1 2021Q2 20212
TriaGen Wealth Management LLC 220.16%0.16%0.17%Q2 2022Q3 20222
COWA, LLC 110.00%0.00%0.01%Q1 2021Q3 20222
LBMC INVESTMENT ADVISORS, LLC 110.02%0.02%0.02%Q3 2022Q3 20232
BRANT POINT INVESTMENT MANAGEMENT LLC 220.14%0.19%0.25%Q4 2015Q1 20162
Intersect Capital LLC 220.04%0.13%0.23%Q1 2022Q2 20222
SOA Wealth Advisors, LLC. 220.00%0.00%0.00%Q4 2020Q1 20212
Arrow Investment Advisors, LLC 110.26%0.28%0.30%Q1 2016Q3 20172
Crabel Capital Management, LLC 220.17%0.18%0.18%Q3 2019Q4 20192
AMERICAFIRST CAPITAL MANAGEMENT, LLC 220.48%0.57%0.65%Q2 2017Q3 20172
GUYASUTA INVESTMENT ADVISORS INC 110.02%0.02%0.02%Q3 2022Q3 20232
CenterBook Partners LP 220.05%0.05%0.05%Q2 2022Q3 20222
Pinkerton Retirement Specialists, LLC 220.06%0.11%0.16%Q3 2022Q4 20222
GRIMES & COMPANY, INC. 220.40%0.58%0.75%Q4 2017Q1 20182
MU Investments Co., Ltd. 220.01%0.02%0.02%Q1 2017Q2 20172
Burns Matteson Capital Management, LLC 110.31%0.32%0.32%Q3 2022Q2 20232
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 110.11%0.11%0.11%Q1 2019Q3 20192
Bowling Portfolio Management LLC 110.38%0.40%0.42%Q3 2017Q3 20222
Americana Partners, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
TigerShark Management, LLC 111.99%1.99%1.99%Q2 2013Q2 20131
Clearline Capital LP 110.61%0.61%0.61%Q1 2018Q1 20181
Van Hulzen Asset Management, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Tiger Eye Capital LLC 110.47%0.47%0.47%Q1 2014Q1 20141
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
CAHILL FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20211
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
Trutina Financial LLC 110.01%0.01%0.01%Q1 2014Q1 20141
Valtura Capital Partners LLC 110.10%0.10%0.10%Q4 2015Q4 20151
Wilmington Trust Investment Management, LLC 110.04%0.04%0.04%Q2 2014Q2 20141
Moors & Cabot, Inc. 110.04%0.04%0.04%Q2 2014Q2 20141
PRING TURNER CAPITAL GROUP INC 110.01%0.01%0.01%Q4 2013Q4 20131
Hawk Ridge Capital Management 110.14%0.14%0.14%Q2 2018Q2 20181
AQR Arbitrage LLC 110.01%0.01%0.01%Q4 2020Q4 20201
HighPoint Advisor Group LLC 110.09%0.09%0.09%Q1 2018Q1 20181
KARSCH CAPITAL MANAGEMENT LP 112.56%2.56%2.56%Q3 2013Q3 20131
BTG Pactual Global Asset Management Ltd 111.10%1.10%1.10%Q3 2014Q3 20141
Capital Analysts, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Sensible Financial Planning & Management, LLC. 110.00%0.00%0.00%Q2 2015Q2 20151
SG3 Management, LLC 110.04%0.04%0.04%Q2 2017Q2 20171
ASAHI LIFE ASSET MANAGEMENT CO., LTD. 110.03%0.03%0.03%Q3 2019Q3 20191
Ada Investment Management, LP 110.92%0.92%0.92%Q4 2015Q4 20151
Spectrum Asset Management, Inc. (NB/CA) 111.28%1.28%1.28%Q4 2019Q4 20191
IndexIQ Advisors LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Belvedere Trading LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Voce Capital Management LLC 110.43%0.43%0.43%Q1 2021Q1 20211
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Estate Counselors, LLC 110.16%0.16%0.16%Q1 2023Q1 20231
MAPLE SECURITIES USA INC 110.19%0.19%0.19%Q4 2013Q4 20131
Capula Management Ltd 110.00%0.00%0.00%Q3 2022Q3 20221
Column Capital Advisors, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
QCM Cayman, Ltd. 110.11%0.11%0.11%Q1 2015Q1 20151
MACROVIEW INVESTMENT MANAGEMENT LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Lebenthal Asset Management, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Alpine Partners USVI, LLC 110.95%0.95%0.95%Q4 2013Q4 20131
BOOTHBAY FUND MANAGEMENT, LLC 110.08%0.08%0.08%Q2 2017Q2 20171
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 110.09%0.09%0.09%Q3 2019Q3 20191
Roof Eidam Maycock Peralta, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Gupta Wealth Management LLC 110.00%0.00%0.00%Q2 2015Q2 20151
Otter Creek Advisors, LLC 111.90%1.90%1.90%Q4 2015Q4 20151
Mariner Wealth Advisors-NYC, LLC 110.01%0.01%0.01%Q1 2015Q1 20151
PAYDEN & RYGEL 110.73%0.73%0.73%Q2 2015Q2 20151
Phoenix Investment Adviser LLC 110.83%0.83%0.83%Q1 2019Q1 20191
NewSquare Capital LLC 110.00%0.00%0.00%Q1 2017Q1 20171
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
J. Goldman & Co LP 110.60%0.60%0.60%Q1 2015Q1 20151
Wealthspire Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
D'Orazio & Associates, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
Relative Value Partners Group, LLC 110.03%0.03%0.03%Q3 2015Q3 20151
LionEye Capital Management LLC 110.09%0.09%0.09%Q1 2014Q1 20141
Executive Wealth Management, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
R&F Capital Advisors LP 110.18%0.18%0.18%Q1 2017Q1 20171
Madden Advisory Services, Inc. 110.03%0.03%0.03%Q2 2013Q2 20131
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Saddle Road Partners, LLC 110.37%0.37%0.37%Q4 2015Q4 20151
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
PHYSICIANS FINANCIAL SERVICES, INC. 110.02%0.02%0.02%Q3 2016Q3 20161
Exane Asset Management 110.01%0.01%0.01%Q3 2018Q3 20181
Visionary Asset Management, Inc. 110.22%0.22%0.22%Q3 2013Q3 20131
Sheaff Brock Investment Advisors, LLC 110.03%0.03%0.03%Q2 2017Q2 20171
CRITERION CAPITAL MANAGEMENT LLC 110.17%0.17%0.17%Q4 2014Q4 20141
Ausdal Financial Partners, Inc. 110.02%0.02%0.02%Q4 2015Q4 20151
Premier Fund Managers Ltd 110.29%0.29%0.29%Q4 2022Q4 20221
WEALTHSOURCE PARTNERS, LLC 110.11%0.11%0.11%Q1 2016Q1 20161
Enlightenment Research, LLC 110.05%0.05%0.05%Q4 2018Q4 20181
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP 110.71%0.71%0.71%Q2 2018Q2 20181
First Capital Advisors Group, LLC. 110.00%0.00%0.00%Q2 2023Q2 20231
Wilmington Trust, National Association 110.02%0.02%0.02%Q2 2013Q2 20131
JT Stratford LLC 110.47%0.47%0.47%Q4 2016Q4 20161
BAROMETER CAPITAL MANAGEMENT INC. 110.01%0.01%0.01%Q2 2014Q2 20141
EQUITEC PROPRIETARY MARKETS, LLC 110.00%0.00%0.00%Q4 2014Q4 20141
First Bank & Trust 110.00%0.00%0.00%Q3 2017Q3 20171
First Command Bank 110.01%0.01%0.01%Q2 2017Q2 20171
First Command Financial Services, Inc. 110.01%0.01%0.01%Q2 2017Q2 20171
Mutual Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Camarda Financial Advisors, LLC 110.40%0.40%0.40%Q4 2021Q4 20211
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 110.20%0.20%0.20%Q3 2016Q3 20161
YorkBridge Wealth Partners, LLC 110.01%0.01%0.01%Q4 2016Q4 20161
BANQUE PICTET & CIE SA 110.02%0.02%0.02%Q2 2015Q2 20151
Country Club Trust Company, n.a. 110.04%0.04%0.04%Q4 2014Q4 20141
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD 110.02%0.02%0.02%Q2 2013Q2 20131
Meridian Wealth Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Price Wealth, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Ground Swell Capital, LLC 110.03%0.03%0.03%Q3 2014Q3 20141
Counterpoint Mutual Funds LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Summit Trail Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Institute for Wealth Management, LLC. 110.27%0.27%0.27%Q4 2018Q4 20181
Donoghue Forlines LLC 110.35%0.35%0.35%Q3 2020Q3 20201
Caption Management, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Capital Bank & Trust Co 110.00%0.00%0.00%Q3 2019Q3 20191
Genus Capital Management Inc. 110.11%0.11%0.11%Q2 2023Q2 20231
Coatue Management 110.01%0.01%0.01%Q4 2019Q4 20191
Neuberger Berman Canada ULC 110.12%0.12%0.12%Q3 2014Q3 20141
CapWealth Advisors, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Sage Rock Capital Management LP 110.17%0.17%0.17%Q2 2023Q2 20231
KILEY JUERGENS WEALTH MANAGEMENT, LLC 110.05%0.05%0.05%Q3 2018Q3 20181
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
AIA Group Ltd 110.06%0.06%0.06%Q1 2021Q1 20211
GUARDIAN INVESTMENT MANAGEMENT 110.30%0.30%0.30%Q1 2022Q1 20221
Eton Park Capital Management, L.P. 110.15%0.15%0.15%Q2 2014Q2 20141
KOCH INDUSTRIES INC 110.10%0.10%0.10%Q2 2017Q2 20171
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
LEAVELL INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q2 2010Q2 20101
Athanor Capital, LP 110.02%0.02%0.02%Q4 2020Q4 20201
Highlander Capital Management, LLC 110.02%0.02%0.02%Q1 2017Q1 20171
Castleview Partners, LLC 110.04%0.04%0.04%Q2 2022Q2 20221
Orbitronix, LP 110.21%0.21%0.21%Q2 2013Q2 20131
Fulcrum Equity Management 110.00%0.00%0.00%Q3 2019Q3 20191
Atom Investors LP 110.30%0.30%0.30%Q2 2023Q2 20231
WELD CAPITAL MANAGEMENT LLC 110.49%0.49%0.49%Q1 2021Q1 20211
HABER TRILIX ADVISORS, LP 110.01%0.01%0.01%Q2 2013Q2 20131
Heritage Financial Services, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
CR Intrinsic Investors, LLC 110.01%0.01%0.01%Q3 2013Q3 20131
Alera Investment Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Evolution Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
NORTHPOINTE CAPITAL LLC 110.01%0.01%0.01%Q1 2016Q1 20161
Salomon & Ludwin, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Qsemble Capital Management, LP 110.14%0.14%0.14%Q2 2023Q2 20231
Clarfeld Financial Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 110.14%0.14%0.14%Q2 2019Q2 20191
Semmax Financial Advisors Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Inscription Capital, LLC 110.04%0.04%0.04%Q2 2021Q2 20211
Contour Asset Management LLC 112.29%2.29%2.29%Q4 2017Q4 20171
Gotham Asset Management, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Prestige Wealth Management Group LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Bremer Bank National Association 110.00%0.00%0.00%Q1 2019Q1 20191
Zhang Financial LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Elliott Investment Management L.P. 110.00%0.00%0.00%Q2 2021Q2 20211
Venture Visionary Partners LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Blueprint Investment Partners LLC 110.05%0.05%0.05%Q4 2022Q4 20221
Empyrean Capital Partners, LP 112.28%2.28%2.28%Q2 2015Q2 20151
Silicon Hills Wealth Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Blue Whale Capital LLP 110.38%0.38%0.38%Q3 2023Q3 20231
SteelPeak Wealth, LLC 110.03%0.03%0.03%Q1 2020Q1 20201
Lloyd Advisory Services, LLC. 110.00%0.00%0.00%Q4 2019Q4 20191
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Regent Peak Wealth Advisors LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Westshore Wealth, LLC 110.14%0.14%0.14%Q3 2022Q3 20221
Eudaimonia Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
KBI Global Investors Ltd 110.59%0.59%0.59%Q2 2016Q2 20161
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.05%0.05%0.05%Q3 2022Q3 20221
Daiwa Capital Markets America Inc. 110.00%0.00%0.00%Q4 2013Q4 20131
PACES FERRY WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
WFA of San Diego, LLC 110.24%0.24%0.24%Q2 2020Q2 20201
INCEPTIONR LLC 110.14%0.14%0.14%Q1 2023Q1 20231
Cornerstone Planning Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Amalgamated Financial Corp. 110.02%0.02%0.02%Q1 2022Q1 20221
NinePointTwo Capital LLC 110.14%0.14%0.14%Q3 2022Q3 20221
WIPFLI FINANCIAL ADVISORS LLC, 110.01%0.01%0.01%Q3 2022Q3 20221
Cordant, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
FNY Managed Accounts LLC 111.52%1.52%1.52%Q3 2015Q3 20151
Ten Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Iron Horse Wealth Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
GREEN ARROW CAPITAL MANAGEMENT LLC 110.32%0.32%0.32%Q1 2014Q1 20141
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Latitude Advisors, LLC 110.07%0.07%0.07%Q1 2022Q1 20221
Oder Investment Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
First Trust Direct Indexing L.P. 110.00%0.00%0.00%Q4 2020Q4 20201
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
IronBridge Private Wealth, LLC 112.55%2.55%2.55%Q1 2022Q1 20221
Better Money Decisions, LLC 110.03%0.03%0.03%Q2 2022Q2 20221
Sageworth Trust Co 110.00%0.00%0.00%Q2 2020Q2 20201
BOULDER HILL CAPITAL MANAGEMENT LP 110.27%0.27%0.27%Q1 2023Q1 20231
Franchise Capital Ltd 111.92%1.92%1.92%Q1 2022Q1 20221
361 CAPITAL LLC 110.20%0.20%0.20%Q4 2019Q4 20191
Accurate Wealth Management, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Rayliant Investment Research 1110.37%10.37%10.37%Q4 2022Q4 20221
McElhenny Sheffield Capital Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
THOMPSON DAVIS & CO., INC. 110.01%0.01%0.01%Q1 2014Q1 20141
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Morton Brown Family Wealth, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Kula Investments, LLC 110.06%0.06%0.06%Q1 2023Q1 20231
Raleigh Capital Management Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Hightower 6M Holding, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
RiverFront Investment Group, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
My Personal CFO, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
AXQ CAPITAL, LP 110.42%0.42%0.42%Q3 2023Q3 20231
iSAM Funds (UK) Ltd 110.22%0.22%0.22%Q2 2023Q2 20231
Rafferty Asset Management, LLC 110.02%0.02%0.02%Q1 2015Q1 20151
HEADINVEST, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
ZEKE CAPITAL ADVISORS, LLC 110.02%0.02%0.02%Q1 2018Q1 20181
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
True Wealth Design, LLC 110.31%0.31%0.31%Q4 2022Q4 20221
Atomi Financial Group, Inc. 110.50%0.50%0.50%Q1 2023Q1 20231
Impact Partnership Wealth, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Pictet Asset Management Holding SA 110.00%0.00%0.00%Q3 2023Q3 20231
QRG CAPITAL MANAGEMENT, INC. 110.04%0.04%0.04%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Annis Gardner Whiting Capital Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Mitsubishi UFJ Securities Holdings Co., Ltd. 110.02%0.02%0.02%Q4 2015Q4 20151
HARBOR INVESTMENT ADVISORY, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
CAPITAL GUARDIAN TRUST CO 110.00%0.00%0.00%Q1 2016Q1 20161
FAIRFIELD, BUSH & CO. 110.00%0.00%0.00%Q2 2023Q2 20231
Stux Capital Management, LLC 110.11%0.11%0.11%Q2 2014Q2 20141
FIDUCIARY TRUST CO 110.01%0.01%0.01%Q3 2016Q3 20161
K2 PRINCIPAL FUND, L.P. 110.10%0.10%0.10%Q1 2017Q1 20171
Sandy Spring Bank 110.00%0.00%0.00%Q4 2016Q4 20161
First Allied Asset Management, Inc. 110.42%0.42%0.42%Q4 2014Q4 20141
OLD NATIONAL BANCORP /IN/ 110.01%0.01%0.01%Q4 2016Q4 20161
ADVISOR PARTNERS LLC 110.02%0.02%0.02%Q2 2022Q2 20221
ALTFEST L J & CO INC 110.16%0.16%0.16%Q4 2014Q4 20141
Quotient Investors, LLC 110.13%0.13%0.13%Q3 2013Q3 20131
IMC-Chicago, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
SMITH ASSET MANAGEMENT GROUP LP 110.01%0.01%0.01%Q2 2021Q2 20211
BREMER TRUST NATIONAL ASSOCIATION 110.00%0.00%0.00%Q4 2018Q4 20181
SUMITOMO LIFE INSURANCE CO 110.15%0.15%0.15%Q1 2015Q1 20151
U S GLOBAL INVESTORS INC 110.03%0.03%0.03%Q3 2013Q3 20131
SPRING CREEK CAPITAL LLC 110.05%0.05%0.05%Q2 2018Q2 20181
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
GALAXY CAPITAL TRADING LTD 110.35%0.35%0.35%Q2 2013Q2 20131
Eagle Ridge Investment Management 110.03%0.03%0.03%Q2 2019Q2 20191
Daiwa SB Investments Ltd. 110.00%0.00%0.00%Q1 2019Q1 20191
AFFINITY WEALTH MANAGEMENT LLC 110.14%0.14%0.14%Q3 2017Q3 20171
FLIPPIN BRUCE & PORTER INC 110.80%0.80%0.80%Q2 2013Q2 20131
BAIRD ROBERT W & CO INC /WI/ 110.01%0.01%0.01%Q3 2014Q3 20141
Loeb Offshore Management LP 110.74%0.74%0.74%Q2 2014Q2 20141
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q1 2022Q1 20221
CALTON & ASSOCIATES, INC. 110.01%0.01%0.01%Q4 2017Q4 20171
Leucadia National 110.01%0.01%0.01%Q1 2023Q1 20231
ORRSTOWN FINANCIAL SERVICES INC 110.01%0.01%0.01%Q2 2016Q2 20161
FrontFour Capital Group LLC 110.97%0.97%0.97%Q1 2014Q1 20141
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 110.01%0.01%0.01%Q4 2019Q4 20191
NatWest Group plc 110.00%0.00%0.00%Q4 2014Q4 20141
Assured Investment Management LLC 110.01%0.01%0.01%Q1 2015Q1 20151
Irish Life Investment Managers Ltd. 110.04%0.04%0.04%Q2 2013Q2 20131
KNIGHT CAPITAL GROUP LLC 110.06%0.06%0.06%Q2 2013Q2 20131
Meritage Group LP 111.10%1.10%1.10%Q2 2013Q2 20131
Baltimore-Washington Financial Advisors Inc. 110.00%0.00%0.00%Q2 2013Q2 20131
MAK CAPITAL ONE LLC 112.68%2.68%2.68%Q2 2014Q2 20141
WESBANCO BANK INC 110.01%0.01%0.01%Q3 2015Q3 20151
Wilmington Funds Management Corp 110.04%0.04%0.04%Q2 2014Q2 20141
GRIFFIN ASSET MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2019Q2 20191
USA MUTUALS ADVISORS, INC. 110.00%0.00%0.00%Q1 2016Q1 20161
COMMUNITY TRUST & INVESTMENT CO 110.82%0.82%0.82%Q3 2016Q3 20161
Lorber David A 111.01%1.01%1.01%Q1 2014Q1 20141
HARBOR CAPITAL ADVISORS, INC. 110.00%0.00%0.00%Q2 2023Q2 20231
PARADIGM ASSET MANAGEMENT CO LLC 110.11%0.11%0.11%Q1 2016Q1 20161
MOODY LYNN & LIEBERSON, LLC 110.04%0.04%0.04%Q4 2014Q4 20141
Tradeworx Inc. 111.08%1.08%1.08%Q2 2013Q2 20131
Brinker Capital Investments, LLC 110.04%0.04%0.04%Q3 2020Q3 20201
SCHWARTZ INVESTMENT COUNSEL INC 110.04%0.04%0.04%Q2 2013Q2 20131
FARALLON CAPITAL MANAGEMENT LLC 110.24%0.24%0.24%Q3 2015Q3 20151
Yakira Capital Management, Inc. 111.22%1.22%1.22%Q3 2015Q3 20151
Capital Investment Advisors, LLC 110.04%0.04%0.04%Q4 2015Q4 20151
Focused Wealth Management, Inc 110.02%0.02%0.02%Q4 2017Q4 20171
Edge Advisors, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
REGENTATLANTIC CAPITAL LLC 110.01%0.01%0.01%Q4 2014Q4 20141
Tuttle Capital Management, LLC 110.20%0.20%0.20%Q1 2021Q1 20211
Foxhaven Asset Management, LP 112.74%2.74%2.74%Q3 2014Q3 20141
Balter Liquid Alternatives, LLC 110.64%0.64%0.64%Q1 2019Q1 20191
Tourbillon Capital Partners, L.P. 110.99%0.99%0.99%Q4 2013Q4 20131
AmericaFirst Quantitative Trust - AmericaFirst Defensive Growth & Income Portfolio, Series 2 110.65%0.65%0.65%Q2 2017Q2 20171
Cerebellum GP, LLC 110.30%0.30%0.30%Q3 2020Q3 20201
Veritas Investment Management LLP 110.01%0.01%0.01%Q4 2015Q4 20151
Sandell Investment Services LLC 114.84%4.84%4.84%Q2 2014Q2 20141
EXENCIAL WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q1 2013Q1 20131
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q1 2017Q1 20171
Capital Advisors, Ltd. LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Hilltop Holdings Inc. 110.04%0.04%0.04%Q3 2019Q3 20191
Atika Capital Management LLC 110.64%0.64%0.64%Q3 2022Q3 20221
MENDON CAPITAL ADVISORS CORP 110.40%0.40%0.40%Q3 2016Q3 20161
External links

This page lists all the filers that currently own BLOCK H & R INC or have owned BLOCK H & R INC in the past.