BLUCORA INC shareholder history

Current and past BLUCORA INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.00%0.00%Q2 2013Q3 202398
BARCLAYS PLC 42420.00%0.00%0.01%Q2 2013Q3 202388
Walleye Trading LLC 2310.00%0.00%0.02%Q4 2013Q3 202381
Citadel Advisors 3020.00%0.00%0.01%Q2 2013Q3 202381
CITIGROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202377
GOLDMAN SACHS GROUP INC 4230.00%0.00%0.01%Q2 2012Q3 202345
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202345
PEAK6 Group LLC 910.00%0.00%0.02%Q2 2013Q2 201845
D. E. Shaw & Co., Inc. 3730.00%0.01%0.03%Q3 2013Q3 202344
BNP PARIBAS FINANCIAL MARKETS 3560.00%0.04%1.12%Q2 2013Q3 202344
CREDIT SUISSE AG/ 43430.00%0.00%0.01%Q1 2013Q3 202344
TEXAS PERMANENT SCHOOL FUND CORP 43430.00%0.01%0.02%Q1 2013Q3 202343
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 43430.00%0.00%0.01%Q1 2013Q3 202343
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202343
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 42420.00%0.01%0.01%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.00%0.01%Q2 2013Q3 202342
AMERICAN INTERNATIONAL GROUP, INC. 42420.00%0.00%0.01%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.02%Q2 2013Q3 202342
METROPOLITAN LIFE INSURANCE CO/NY 42420.00%0.00%0.01%Q2 2013Q3 202342
NEW YORK STATE COMMON RETIREMENT FUND 42420.00%0.00%0.01%Q2 2013Q3 202342
THRIVENT FINANCIAL FOR LUTHERANS 42420.00%0.00%0.00%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
Swiss National Bank 42420.00%0.00%0.00%Q2 2013Q3 202342
PRINCIPAL FINANCIAL GROUP INC 42420.00%0.01%0.02%Q2 2013Q3 202342
PUBLIC SECTOR PENSION INVESTMENT BOARD 42420.00%0.01%0.03%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.00%Q2 2013Q3 202342
CREDIT AGRICOLE S A 42420.00%0.00%0.00%Q2 2013Q3 202342
PRUDENTIAL FINANCIAL INC 42420.00%0.01%0.04%Q2 2013Q3 202342
VANGUARD GROUP INC 42420.00%0.00%0.02%Q2 2013Q3 202342
BlackRock Inc. 42420.00%0.00%0.01%Q2 2013Q3 202342
VOYA INVESTMENT MANAGEMENT LLC 42420.00%0.00%0.01%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.00%0.02%Q2 2013Q3 202342
NORGES BANK 4020.00%0.01%0.01%Q2 2012Q4 202242
NORTHERN TRUST CORP 42420.00%0.00%0.01%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.01%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.00%0.01%Q2 2013Q3 202342
PRICE T ROWE ASSOCIATES INC /MD/ 42420.00%0.00%0.00%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.01%0.03%0.07%Q2 2013Q3 202342
ALLIANCEBERNSTEIN L.P. 42420.00%0.00%0.00%Q2 2013Q3 202342
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42420.00%0.00%0.01%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.00%0.00%0.00%Q2 2013Q3 202342
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 42420.00%0.00%0.01%Q2 2013Q3 202342
Renaissance Technologies 42420.00%0.04%0.11%Q2 2013Q3 202342
GEODE CAPITAL MANAGEMENT, LLC 42420.00%0.00%0.01%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 42420.00%0.01%0.07%Q2 2013Q3 202342
RHUMBLINE ADVISERS 42420.00%0.00%0.01%Q2 2013Q3 202342
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 3650.00%0.01%0.02%Q2 2013Q3 202341
Arizona State Retirement System 3380.00%0.01%0.03%Q1 2013Q3 202341
DEUTSCHE BANK AG\ 41410.00%0.00%0.02%Q3 2013Q3 202341
UBS ASSET MANAGEMENT AMERICAS INC 3830.00%0.00%0.00%Q2 2013Q3 202341
PEAK6 Investments LLC 1510.00%0.00%0.02%Q3 2018Q3 202340
STATE STREET CORP 3280.00%0.00%0.01%Q2 2013Q3 202340
COMERICA BANK 3910.00%0.01%0.01%Q2 2013Q3 202340
BANK OF MONTREAL /CAN/ 3610.00%0.00%0.00%Q2 2013Q3 202240
Louisiana State Employees Retirement System 40400.01%0.02%0.04%Q4 2013Q3 202340
TWO SIGMA ADVISERS, LP 22180.00%0.01%0.04%Q2 2013Q3 202340
State of Tennessee, Treasury Department 3280.00%0.00%0.01%Q3 2013Q3 202340
Pacific Ridge Capital Partners, LLC 39390.10%0.18%0.29%Q1 2014Q3 202339
GREAT WEST LIFE ASSURANCE CO /CAN/ 2110.00%0.00%0.01%Q4 2013Q3 202338
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202338
Legal & General Group Plc 37370.00%0.00%0.00%Q3 2014Q3 202337
Parallax Volatility Advisers, L.P. 810.00%0.00%0.01%Q4 2013Q3 202337
Tower Research Capital LLC (TRC) 1430.00%0.00%0.01%Q3 2013Q3 202336
MILLENNIUM MANAGEMENT LLC 1520.00%0.00%0.02%Q2 2013Q3 202336
TWO SIGMA INVESTMENTS, LP 1220.00%0.01%0.03%Q2 2013Q3 202335
PANAGORA ASSET MANAGEMENT INC 3310.00%0.01%0.05%Q2 2013Q1 202334
FMR LLC 21120.00%0.00%0.02%Q2 2013Q3 202333
Zurcher Kantonalbank (Zurich Cantonalbank) 33330.00%0.00%0.00%Q3 2015Q3 202333
Cutler Group LLC / CA 820.00%0.00%0.01%Q4 2015Q3 202233
PARAMETRIC PORTFOLIO ASSOCIATES LLC 3030.00%0.00%0.01%Q2 2013Q1 202233
Versant Capital Management, Inc 32320.00%0.01%0.03%Q4 2015Q3 202332
AQR Capital Management 2510.00%0.00%0.02%Q4 2012Q3 202232
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 32320.00%0.00%0.01%Q2 2013Q1 202132
Barrett Asset Management, LLC 32320.00%0.00%0.00%Q2 2013Q1 202132
MASON STREET ADVISORS, LLC 31310.00%0.00%0.01%Q2 2013Q4 202031
GAMCO INVESTORS, INC. ET AL 30300.00%0.03%0.07%Q2 2013Q3 202030
State of Alaska, Department of Revenue 28280.01%0.01%0.01%Q4 2016Q3 202328
FIRST TRUST ADVISORS LP 2620.00%0.07%0.21%Q2 2013Q2 202028
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.00%Q2 2013Q4 201927
Sutton Wealth Advisors Inc. 27270.00%0.01%0.02%Q2 2016Q4 202227
PineBridge Investments, L.P. 27270.00%0.02%0.06%Q2 2013Q4 201927
Ameritas Investment Partners, Inc. 27270.00%0.00%0.01%Q1 2017Q3 202327
GABELLI FUNDS LLC 2610.01%0.03%0.08%Q2 2013Q3 202327
FEDERATED HERMES, INC. 1530.00%0.01%0.03%Q1 2015Q3 202326
Allianz Asset Management GmbH 1510.00%0.01%0.02%Q2 2013Q3 202326
ROYCE & ASSOCIATES LP 2210.00%0.04%0.08%Q2 2013Q3 202325
Spot Trading L.L.C 850.00%0.00%0.02%Q2 2013Q1 201725
FIRST MANHATTAN CO. LLC. 25250.00%0.00%0.00%Q2 2013Q2 201925
GLENMEDE TRUST CO NA 1250.00%0.09%0.37%Q1 2013Q3 202024
Municipal Employees' Retirement System of Michigan 1860.00%0.03%0.13%Q1 2014Q1 202024
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 2040.00%0.01%0.05%Q4 2013Q1 202324
MetLife Investment Management, LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
JANE STREET GROUP, LLC 610.00%0.00%0.00%Q1 2014Q3 202324
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 2220.01%0.01%0.02%Q1 2014Q3 202324
PROFUND ADVISORS LLC 24240.01%0.05%0.12%Q3 2013Q2 201924
BRIDGEWAY CAPITAL MANAGEMENT, LLC 23230.00%0.03%0.06%Q1 2014Q3 201923
Parkside Financial Bank & Trust 1310.00%0.00%0.01%Q4 2016Q3 202323
Connor, Clark & Lunn Investment Management Ltd. 2210.00%0.02%0.06%Q2 2015Q3 202123
GSA CAPITAL PARTNERS LLP 710.01%0.09%0.29%Q4 2013Q2 202322
TIAA CREF INVESTMENT MANAGEMENT LLC 22220.00%0.00%0.00%Q4 2013Q1 201922
TEACHERS ADVISORS, LLC 22220.00%0.00%0.01%Q4 2013Q1 201922
SIMPLEX TRADING, LLC 610.00%0.00%0.01%Q1 2015Q2 202322
Russell Investments Group, Ltd. 1480.00%0.02%0.05%Q1 2017Q3 202322
GUGGENHEIM CAPITAL LLC 1410.00%0.00%0.01%Q2 2013Q3 202322
Squarepoint Ops LLC 1110.00%0.01%0.06%Q4 2015Q3 202322
TUDOR INVESTMENT CORP ET AL 1110.01%0.08%0.73%Q2 2013Q4 202222
Engineers Gate Manager LP 1010.02%0.05%0.13%Q4 2014Q3 202322
RAYMOND JAMES & ASSOCIATES 1810.00%0.00%0.00%Q4 2013Q1 202121
Mirae Asset Global Investments Co., Ltd. 21210.00%0.02%0.05%Q3 2018Q3 202321
HUNTINGTON NATIONAL BANK 1810.00%0.00%0.00%Q2 2015Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
LS Investment Advisors, LLC 21210.00%0.00%0.01%Q2 2015Q2 202021
TEACHER RETIREMENT SYSTEM OF TEXAS 1330.00%0.00%0.01%Q2 2013Q1 202320
LPL Financial LLC 810.00%0.00%0.01%Q4 2013Q4 202020
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 20200.00%0.00%0.01%Q4 2018Q3 202320
ENVESTNET ASSET MANAGEMENT INC 810.00%0.00%0.00%Q2 2013Q1 202320
SEI INVESTMENTS CO 850.00%0.01%0.02%Q2 2017Q3 202320
Aperio Group, LLC 1610.00%0.00%0.00%Q1 2015Q4 202020
AVANTAX ADVISORY SERVICES, INC. 20200.01%0.02%0.08%Q4 2018Q3 202320
Boston Partners 1320.00%0.01%0.02%Q4 2014Q3 202319
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 1110.00%0.01%0.03%Q2 2013Q3 202319
SG Americas Securities, LLC 610.00%0.00%0.02%Q3 2013Q1 202319
CWM, LLC 1180.00%0.00%0.00%Q4 2018Q3 202319
WELLINGTON MANAGEMENT GROUP LLP 1610.00%0.02%0.05%Q4 2013Q1 202319
FULLER & THALER ASSET MANAGEMENT, INC. 19190.00%0.20%0.49%Q2 2017Q4 202119
CIM INVESTMENT MANAGEMENT INC 1710.06%0.12%0.22%Q1 2018Q3 202218
Nuveen Asset Management, LLC 18180.00%0.00%0.01%Q2 2019Q3 202318
Cubist Systematic Strategies, LLC 810.00%0.01%0.04%Q3 2015Q1 202318
PRELUDE CAPITAL MANAGEMENT, LLC 1210.00%0.03%0.16%Q2 2013Q3 202318
ADVANTAGE INVESTMENT MANAGEMENT, LLC 980.00%0.00%0.01%Q4 2014Q3 201917
OAK ASSOCIATES LTD /OH/ 17170.02%0.06%0.09%Q4 2015Q4 201917
AdvisorNet Financial, Inc 1410.00%0.00%0.00%Q4 2017Q4 202217
Numeric Investors LLC 1070.02%0.15%0.31%Q3 2013Q4 201717
ClariVest Asset Management LLC 1520.02%0.14%0.30%Q3 2013Q4 201917
Creative Planning 810.00%0.00%0.00%Q2 2013Q4 201917
Nationwide Fund Advisors 1430.00%0.01%0.02%Q2 2013Q3 201717
Gotham Asset Management, LLC 910.00%0.03%0.14%Q2 2013Q1 201917
BREWIN DOLPHIN LTD 17170.00%0.00%0.00%Q3 2017Q3 202117
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 17170.02%0.13%0.28%Q4 2018Q4 202217
BALYASNY ASSET MANAGEMENT L.P. 410.00%0.01%0.04%Q4 2015Q3 202317
Ancora Advisors LLC 1210.00%0.23%0.75%Q2 2014Q3 202316
UBS AG 660.00%0.00%0.01%Q2 2013Q3 201416
ELLINGTON MANAGEMENT GROUP LLC 410.02%0.11%0.37%Q2 2013Q4 201916
Van Berkom & Associates Inc. 16160.72%1.80%2.63%Q4 2019Q3 202316
CADENCE CAPITAL MANAGEMENT LLC 1240.04%0.15%0.32%Q3 2013Q4 201916
WOLVERINE ASSET MANAGEMENT LLC 810.00%0.01%0.02%Q2 2013Q3 202316
FIFTH THIRD BANCORP 810.00%0.00%0.00%Q3 2013Q3 202316
Jefferies Group LLC 210.00%0.00%0.01%Q2 2013Q3 202115
BlackRock Investment Management, LLC 15150.00%0.00%0.01%Q2 2013Q4 201615
BlackRock Institutional Trust Company, N.A. 15150.00%0.00%0.01%Q2 2013Q4 201615
Advisor Group, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
SYSTEMATIC FINANCIAL MANAGEMENT LP 1050.02%0.04%0.05%Q2 2013Q4 201715
ProShare Advisors LLC 310.00%0.00%0.02%Q2 2013Q3 202315
WEDGE CAPITAL MANAGEMENT L L P/NC 910.00%0.00%0.03%Q4 2015Q2 202315
BlackRock Fund Advisors 15150.00%0.01%0.02%Q2 2013Q4 201615
BLACKROCK ADVISORS LLC 15150.00%0.00%0.01%Q2 2013Q4 201615
Ensign Peak Advisors, Inc 15150.00%0.00%0.00%Q4 2019Q2 202315
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 960.00%0.01%0.04%Q1 2017Q1 202215
BlackRock Group LTD 15150.00%0.00%0.00%Q2 2013Q4 201615
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 1210.00%0.02%0.03%Q1 2013Q4 201715
JACOBS LEVY EQUITY MANAGEMENT, INC 1320.00%0.06%0.12%Q1 2016Q2 202315
WOLVERINE TRADING, LLC 320.00%0.00%0.00%Q3 2016Q1 202115
BESSEMER GROUP INC 710.00%0.01%0.04%Q2 2013Q2 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
AMALGAMATED BANK 1010.00%0.00%0.01%Q2 2018Q3 202314
MACQUARIE GROUP LTD 1010.00%0.00%0.00%Q1 2016Q3 202214
CAPSTONE ASSET MANAGEMENT CO 14140.00%0.01%0.02%Q2 2013Q3 201614
PIEDMONT INVESTMENT ADVISORS INC 770.00%0.01%0.02%Q4 2013Q1 201914
Trexquant Investment LP 410.02%0.04%0.10%Q4 2014Q3 202214
Rockefeller Capital Management L.P. 770.00%0.00%0.00%Q1 2019Q4 202214
KBC Group NV 420.00%0.00%0.02%Q4 2013Q3 202314
Park West Asset Management LLC 920.06%1.00%2.02%Q2 2016Q2 201914
Asset Management One Co., Ltd. 1210.00%0.01%0.02%Q4 2013Q1 201814
RIVERHEAD CAPITAL MANAGEMENT LLC 1130.00%0.01%0.01%Q4 2015Q3 201914
OppenheimerFunds, Inc. 14140.00%0.00%0.00%Q4 2015Q1 201914
MARTINGALE ASSET MANAGEMENT L P 610.00%0.03%0.07%Q2 2013Q2 202014
REGIONS FINANCIAL CORP 710.00%0.01%0.02%Q2 2013Q4 201913
AMERICAN CENTURY COMPANIES INC 13130.00%0.01%0.01%Q2 2017Q2 202013
GROUP ONE TRADING, L.P. 710.00%0.00%0.03%Q4 2016Q3 202313
A.R.T. Advisors, LLC 410.00%0.04%0.10%Q2 2013Q3 201913
Dynamic Technology Lab Private Ltd 310.02%0.08%0.30%Q1 2016Q1 202313
Teton Advisors, Inc. 13130.10%0.17%0.23%Q2 2013Q2 201613
Tradewinds Capital Management, LLC 920.00%0.00%0.00%Q4 2013Q4 201913
HANCOCK WHITNEY CORP 13130.01%0.10%0.24%Q2 2017Q2 202013
HIGHBRIDGE CAPITAL MANAGEMENT LLC 310.00%0.01%0.03%Q2 2013Q1 201813
Permit Capital, LLC 13130.56%3.34%5.37%Q4 2014Q4 201713
EVERENCE CAPITAL MANAGEMENT INC 1010.01%0.03%0.04%Q1 2019Q3 202313
NISA INVESTMENT ADVISORS, LLC 750.00%0.00%0.01%Q2 2013Q3 202312
MSI Financial Services Inc 12120.00%0.00%0.00%Q1 2014Q4 201612
McIlrath & Eck, LLC 12120.00%0.00%0.01%Q4 2017Q3 202012
LOOMIS SAYLES & CO L P 720.00%0.01%0.03%Q1 2014Q3 201812
Itau Unibanco Holding S.A. 12120.00%0.01%0.05%Q4 2016Q3 201912
NOMURA HOLDINGS INC 620.00%0.00%0.01%Q2 2013Q2 202312
Tarbox Family Office, Inc. 12120.00%0.00%0.00%Q2 2019Q1 202212
Harvest Capital Strategies LLC 810.38%1.92%3.81%Q1 2014Q4 201812
HRT FINANCIAL LP 420.00%0.03%0.27%Q2 2019Q3 202312
OFI Advisors LLC 1110.01%0.02%0.02%Q2 2012Q3 201512
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 410.00%0.00%0.00%Q4 2014Q1 202311
Assenagon Asset Management S.A. 510.00%0.01%0.02%Q1 2019Q4 202211
Elkfork Partners LLC 11110.00%0.01%0.01%Q1 2017Q3 201911
OBERWEIS ASSET MANAGEMENT INC/ 11110.08%1.02%1.95%Q2 2017Q4 201911
Spire Wealth Management 11110.00%0.00%0.00%Q1 2021Q3 202311
Flinton Capital Management LLC 11110.00%0.00%0.01%Q1 2017Q3 201911
Meadow Creek Investment Management LLC 11110.00%0.00%0.01%Q1 2017Q3 201911
IndexIQ Advisors LLC 830.01%0.02%0.07%Q2 2017Q1 202211
Advisors Asset Management, Inc. 11110.00%0.00%0.01%Q2 2013Q4 201511
Airain ltd 610.01%0.04%0.16%Q3 2013Q2 201711
Glen Harbor Capital Management LLC 11110.00%0.00%0.01%Q1 2017Q3 201911
LOS ANGELES CAPITAL MANAGEMENT LLC 320.00%0.00%0.01%Q4 2013Q3 201911
GLOBEFLEX CAPITAL L P 610.06%0.16%0.44%Q4 2013Q1 202111
Weiss Multi-Strategy Advisers LLC 510.01%0.05%0.13%Q2 2013Q1 202210
State of Wyoming 10100.04%0.09%0.16%Q2 2021Q3 202310
Artisan Partners Limited Partnership 10100.00%0.02%0.04%Q2 2013Q3 201510
Grantham, Mayo, Van Otterloo & Co. LLC 730.00%0.00%0.01%Q2 2017Q2 202210
HAP Trading, LLC 510.00%0.04%0.18%Q4 2015Q1 202210
EAGLE ASSET MANAGEMENT INC 10100.02%0.03%0.04%Q2 2017Q3 201910
AFFINITY INVESTMENT ADVISORS, LLC 10100.03%0.07%0.12%Q2 2017Q3 201910
BBR PARTNERS, LLC 710.13%0.49%1.21%Q4 2013Q3 201710
Quantbot Technologies LP 210.00%0.01%0.06%Q1 2014Q3 202310
ARMISTICE CAPITAL, LLC 610.24%2.42%4.69%Q1 2015Q2 202210
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 640.00%0.00%0.00%Q4 2016Q3 201910
STRS OHIO 430.00%0.00%0.00%Q2 2017Q1 202310
JAMES INVESTMENT RESEARCH INC 10100.05%0.11%0.17%Q3 2017Q4 201910
TCI Wealth Advisors, Inc. 640.00%0.00%0.00%Q3 2018Q1 202310
OXFORD ASSET MANAGEMENT LLP 610.01%0.03%0.04%Q4 2015Q2 201910
IFP Advisors, Inc 810.00%0.00%0.00%Q4 2015Q3 201910
P2 Capital Partners, LLC 10102.54%4.68%7.76%Q1 2021Q2 202310
MEEDER ASSET MANAGEMENT INC 520.00%0.00%0.01%Q4 2017Q3 202210
Maryland State Retirement & Pension System 990.01%0.01%0.03%Q3 2021Q3 20239
AMUNDI ASSET MANAGEMENT US, INC. 720.00%0.00%0.00%Q4 2017Q2 20209
NS Advisors, LLC 990.34%6.68%9.91%Q2 2013Q2 20159
STATE OF WISCONSIN INVESTMENT BOARD 810.00%0.02%0.02%Q3 2018Q2 20229
LaSalle Street Capital Management, LLC 420.16%0.35%0.51%Q2 2016Q3 20199
Parallel Advisors, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 990.02%0.08%0.15%Q2 2017Q2 20199
Westover Capital Advisors, LLC 990.12%0.18%0.26%Q2 2017Q2 20199
SMITH ASSET MANAGEMENT GROUP LP 990.02%0.06%0.14%Q2 2017Q2 20199
HBK INVESTMENTS L P 410.00%0.01%0.02%Q2 2013Q2 20189
Private Capital Group, LLC 990.00%0.00%0.00%Q2 2018Q2 20209
PUTNAM INVESTMENTS LLC 510.00%0.01%0.07%Q4 2013Q4 20229
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 630.01%0.02%0.03%Q4 2019Q2 20239
UNITED SERVICES AUTOMOBILE ASSOCIATION 990.00%0.00%0.01%Q2 2017Q2 20199
RUSSELL FRANK CO/ 410.00%0.00%0.01%Q2 2013Q1 20169
KESTREL INVESTMENT MANAGEMENT CORP 991.57%1.97%2.74%Q4 2020Q4 20229
C M BIDWELL & ASSOCIATES LTD 410.02%0.06%0.13%Q2 2013Q2 20219
NORDEA INVESTMENT MANAGEMENT AB 710.00%0.01%0.01%Q2 2016Q4 20188
HAYS ADVISORY LLC 710.00%1.12%2.17%Q3 2013Q1 20188
OPPENHEIMER & CO INC 620.01%0.02%0.06%Q2 2013Q3 20158
VICTORY CAPITAL MANAGEMENT INC 530.00%0.00%0.00%Q3 2019Q1 20238
Stone Ridge Asset Management LLC 880.02%0.03%0.03%Q4 2017Q3 20198
Man Group plc 310.00%0.02%0.06%Q1 2018Q2 20238
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 880.03%0.24%0.52%Q2 2020Q1 20228
ADVISORY RESEARCH INC 620.02%0.27%0.82%Q4 2018Q3 20238
Centaur Capital 411.45%3.27%4.66%Q2 2013Q3 20158
Portolan Capital Management 420.07%0.59%1.19%Q2 2013Q4 20228
Altshuler Shaham Ltd 880.00%0.00%0.00%Q1 2021Q4 20228
Simcoe Capital Management, LLC 510.53%3.77%5.89%Q2 2019Q3 20238
AXA S.A. 880.00%0.00%0.01%Q1 2014Q4 20158
NumerixS Investment Technologies Inc 210.00%0.01%0.02%Q3 2016Q2 20208
Engine Capital Management, LP 880.00%8.58%17.66%Q4 2021Q3 20238
ACADIAN ASSET MANAGEMENT LLC 310.00%0.03%0.12%Q3 2013Q3 20218
Point72 Hong Kong Ltd 320.00%0.01%0.03%Q2 2019Q3 20218
EverSource Wealth Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Hutchin Hill Capital, LP 310.02%0.05%0.12%Q2 2013Q2 20178
D.A. DAVIDSON & CO. 710.00%0.01%0.03%Q2 2013Q3 20188
Crossmark Global Holdings, Inc. 610.01%0.01%0.01%Q3 2016Q3 20198
FIRST CITIZENS BANK & TRUST CO 880.01%0.01%0.01%Q3 2020Q2 20228
VIRGINIA RETIREMENT SYSTEMS ET AL 310.00%0.01%0.01%Q1 2014Q1 20228
ALGERT GLOBAL LLC 310.06%0.10%0.16%Q2 2013Q4 20228
GOLDEN GATE PRIVATE EQUITY, INC. 880.95%4.32%10.34%Q4 2020Q3 20228
Archon Capital Management LLC 880.24%1.19%1.69%Q3 2020Q2 20228
Allspring Global Investments Holdings, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
CAPTRUST FINANCIAL ADVISORS 880.00%0.00%0.00%Q3 2020Q2 20228
BOGLE INVESTMENT MANAGEMENT L P /DE/ 310.11%0.25%0.55%Q4 2014Q3 20208
Hillcrest Asset Management LLC 881.31%2.11%3.24%Q1 2018Q4 20198
MCKINLEY CAPITAL MANAGEMENT LLC 610.00%0.02%0.12%Q2 2017Q1 20197
CARILLON TOWER ADVISERS, INC. 770.01%0.02%0.03%Q1 2019Q3 20207
AIGEN INVESTMENT MANAGEMENT, LP 770.03%0.05%0.10%Q4 2019Q2 20217
Clearstead Advisors, LLC 770.00%0.00%0.00%Q4 2021Q2 20237
SCOUT INVESTMENTS, INC. 770.04%0.08%0.12%Q1 2019Q3 20207
CLARK ESTATES INC/NY 610.29%0.35%0.44%Q2 2013Q3 20157
Wealthspire Advisors, L.P. 770.00%0.00%0.00%Q3 2017Q1 20197
ExodusPoint Capital Management, LP 210.00%0.01%0.04%Q2 2019Q4 20227
PRIVATE TRUST CO NA 770.01%0.01%0.01%Q1 2013Q3 20147
GENERAL MOTORS INVESTMENT MANAGEMENT CORP 770.02%0.03%0.04%Q3 2013Q1 20157
Janney Montgomery Scott LLC 210.00%0.00%0.01%Q3 2014Q3 20237
MARSHALL WACE, LLP 410.00%0.03%0.14%Q1 2014Q4 20197
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 310.02%0.10%0.18%Q4 2014Q3 20227
WESBANCO BANK INC 770.01%0.03%0.03%Q2 2013Q4 20147
TFO Wealth Partners, LLC 770.00%0.00%0.00%Q4 2019Q2 20217
WCM INVESTMENT MANAGEMENT, LLC 770.35%0.70%1.05%Q1 2013Q3 20147
IAG Wealth Partners, LLC 770.00%0.00%0.00%Q4 2019Q2 20217
Hawk Ridge Capital Management 430.83%4.76%7.97%Q2 2014Q2 20167
Altalis Capital Management LLC 773.42%5.45%7.06%Q1 2014Q3 20157
Marshall Wace North America L.P. 410.00%0.03%0.08%Q2 2013Q4 20197
TFS CAPITAL LLC 210.02%0.13%0.37%Q2 2013Q3 20167
Xact Kapitalforvaltning AB 770.00%0.01%0.01%Q2 2018Q4 20197
EAM Investors, LLC 310.23%0.44%0.68%Q4 2013Q4 20227
SeaCrest Wealth Management, LLC 660.00%0.00%0.00%Q4 2017Q1 20196
M&T BANK CORP 660.00%0.00%0.00%Q3 2019Q4 20206
Carroll Financial Associates, Inc. 660.00%0.00%0.00%Q2 2013Q3 20146
Hill Path Capital LP 660.39%1.93%2.77%Q3 2021Q4 20226
NORTHPOINTE CAPITAL LLC 660.41%0.52%0.63%Q3 2016Q4 20176
Verition Fund Management LLC 310.00%0.01%0.04%Q4 2013Q3 20236
One Wealth Advisors, LLC 660.00%0.16%0.30%Q4 2017Q1 20196
ClearBridge Investments 660.01%0.01%0.02%Q3 2019Q4 20206
STEVENS CAPITAL MANAGEMENT LP 210.01%0.01%0.03%Q3 2013Q3 20176
Spark Investment Management LLC 410.04%0.11%0.18%Q3 2013Q2 20196
First Personal Financial Services 660.01%0.01%0.01%Q4 2016Q1 20186
Newtyn Management, LLC 662.07%5.25%7.02%Q4 2021Q1 20236
Pine River Capital Management L.P. 660.02%0.09%0.25%Q2 2013Q3 20146
Lindbrook Capital, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Advisory Services Network, LLC 210.00%0.01%0.01%Q1 2016Q3 20186
HOWE & RUSLING INC 660.01%0.02%0.03%Q2 2013Q3 20146
Proxima Capital Management, LLC 420.18%1.41%2.89%Q2 2013Q1 20156
Neuberger Berman Group LLC 660.00%0.00%0.00%Q2 2017Q3 20186
Global Retirement Partners, LLC 660.00%0.00%0.00%Q3 2019Q4 20206
DEERE & CO 420.01%0.03%0.08%Q3 2013Q3 20156
Quent Capital, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
MILES CAPITAL, INC. 510.12%0.21%0.29%Q3 2017Q1 20196
LOEWS CORP 660.01%0.06%0.11%Q4 2014Q1 20166
BlackRock Japan Co. Ltd 660.00%0.00%0.01%Q4 2013Q1 20156
TORONTO DOMINION BANK 660.00%0.00%0.00%Q2 2015Q3 20166
MANAGED ACCOUNT ADVISORS LLC 550.00%0.00%0.00%Q2 2013Q2 20145
DekaBank Deutsche Girozentrale 550.00%0.00%0.00%Q1 2017Q1 20185
Kenmare Capital Partners, L.L.C. 551.38%1.71%2.05%Q3 2014Q3 20155
Hennion & Walsh Asset Management, Inc. 550.02%0.03%0.04%Q1 2021Q1 20225
MinichMacGregor Wealth Management, LLC 410.01%0.02%0.02%Q4 2016Q3 20185
QS Investors, LLC 410.00%0.00%0.01%Q4 2014Q2 20185
EMERALD MUTUAL FUND ADVISERS TRUST 210.00%0.05%0.07%Q2 2018Q4 20195
Nine Chapters Capital Management LLC 320.06%0.11%0.16%Q3 2013Q3 20155
QUADRANT CAPITAL GROUP LLC 550.00%0.00%0.00%Q3 2022Q3 20235
FIRST HAWAIIAN BANK 550.01%0.02%0.02%Q3 2018Q3 20195
Campbell & CO Investment Adviser LLC 210.06%0.19%0.36%Q4 2013Q1 20235
Virtu KCG Holdings LLC 410.00%0.00%0.01%Q1 2016Q2 20175
Independent Portfolio Consultants, Inc. 410.01%0.01%0.01%Q2 2014Q2 20175
Kavar Capital Partners, LLC 320.00%0.00%0.00%Q4 2013Q4 20155
Cipher Capital LP 410.03%0.05%0.08%Q3 2017Q1 20235
Global X Management CO LLC 550.00%0.02%0.08%Q2 2017Q2 20185
Cornerstone Advisors, Inc. 550.00%0.00%0.00%Q2 2018Q2 20195
Qube Research & Technologies Ltd 310.00%0.01%0.02%Q4 2019Q3 20235
JBF Capital, Inc. 320.00%0.00%0.00%Q4 2015Q2 20175
Acrospire Investment Management LLC 320.05%0.08%0.13%Q1 2016Q2 20175
Employees Retirement System of Texas 410.01%0.02%0.03%Q2 2019Q2 20225
Covestor Ltd 550.00%0.00%0.00%Q3 2022Q3 20235
Cornerstone Management, Inc. 550.01%0.01%0.01%Q1 2022Q1 20235
Hillsdale Investment Management Inc. 410.01%0.17%0.24%Q1 2014Q4 20175
SAC Capital Advisors LP 440.01%0.14%0.19%Q2 2013Q1 20145
THIRD AVENUE MANAGEMENT LLC 550.25%0.30%0.39%Q2 2013Q2 20145
HSBC HOLDINGS PLC 210.00%0.00%0.01%Q2 2018Q4 20225
Sterling Capital Management LLC 210.00%0.01%0.01%Q1 2014Q4 20185
FARMERS & MERCHANTS INVESTMENTS INC 550.00%0.00%0.00%Q3 2022Q3 20235
No Street GP LP 551.54%3.13%4.04%Q2 2022Q2 20235
Pacer Advisors, Inc. 310.00%0.01%0.01%Q3 2017Q3 20184
Counterpoint Mutual Funds LLC 310.02%0.07%0.10%Q4 2021Q2 20234
CM Management, LLC 440.76%1.07%1.48%Q4 2020Q3 20214
Invenomic Capital Management LP 440.22%0.45%0.78%Q1 2020Q4 20204
Aquatic Capital Management LLC 220.01%0.03%0.07%Q4 2021Q2 20234
Dorsey Wright & Associates 440.00%0.00%0.01%Q3 2018Q2 20194
RENAISSANCE GROUP LLC 440.01%0.01%0.01%Q2 2013Q1 20144
SHELL ASSET MANAGEMENT CO 440.02%0.02%0.02%Q1 2017Q4 20174
MV CAPITAL MANAGEMENT, INC. 220.00%0.00%0.00%Q2 2018Q2 20194
CSS LLC/IL 330.02%0.07%0.14%Q4 2016Q2 20174
Inspire Investing, LLC 440.04%0.04%0.07%Q3 2020Q2 20214
Magnetar Financial LLC 210.00%0.16%0.58%Q4 2013Q3 20234
Timpani Capital Management LLC 440.42%0.58%0.83%Q1 2018Q4 20184
Index Management Solutions, LLC 440.00%0.02%0.07%Q3 2014Q2 20154
NATIXIS ADVISORS, L.P. 310.00%0.02%0.03%Q4 2018Q1 20234
SILVER CAPITAL MANAGEMENT LLC 442.04%3.20%4.01%Q2 2013Q1 20144
Quantitative Investment Management, LLC 110.01%0.01%0.01%Q1 2014Q2 20184
CORNERCAP INVESTMENT COUNSEL INC 440.10%0.13%0.17%Q3 2017Q2 20184
JANUS HENDERSON GROUP PLC 440.00%0.00%0.00%Q4 2022Q3 20234
SPOT TRADING L.L.C. 220.00%0.00%0.01%Q2 2017Q3 20174
CastleKnight Management LP 440.12%0.19%0.24%Q4 2021Q3 20224
Summit Street Capital Management, LLC 442.48%3.09%3.66%Q4 2014Q3 20154
State of New Jersey Common Pension Fund D 310.01%0.01%0.01%Q4 2019Q1 20234
Raging Capital Management, LLC 310.62%3.11%4.95%Q2 2013Q4 20144
Raymond James Financial Services Advisors, Inc. 440.01%0.01%0.01%Q4 2016Q3 20174
MOORE CAPITAL MANAGEMENT, LP 310.02%0.04%0.06%Q1 2014Q3 20234
AHL Partners LLP 440.01%0.01%0.02%Q1 2017Q4 20174
Laurion Capital Management LP 310.00%0.00%0.00%Q3 2017Q3 20194
Pennant Capital Management, LLC 440.12%0.35%0.51%Q2 2016Q1 20174
CALDWELL SUTTER CAPITAL, INC. 440.00%0.00%0.00%Q4 2022Q3 20234
THOMPSON DAVIS & CO., INC. 440.01%0.01%0.01%Q4 2013Q3 20144
NEXT Financial Group, Inc 440.00%0.00%0.00%Q1 2019Q4 20194
SCHRODER INVESTMENT MANAGEMENT GROUP 220.00%0.00%0.01%Q2 2017Q3 20234
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 440.00%0.00%0.00%Q4 2013Q3 20144
Walleye Capital LLC 110.00%0.01%0.04%Q2 2019Q3 20234
Weiss Asset Management LP 440.04%0.26%0.44%Q4 2021Q3 20224
MACKENZIE FINANCIAL CORP 440.00%0.00%0.01%Q2 2017Q1 20184
MONEY CONCEPTS CAPITAL CORP 440.00%0.01%0.02%Q1 2022Q4 20224
PDT Partners, LLC 310.01%0.03%0.05%Q3 2014Q4 20154
First Horizon Advisors, Inc. 440.00%0.00%0.00%Q2 2014Q1 20154
AE Wealth Management LLC 220.00%0.00%0.01%Q2 2019Q2 20234
Benefit Street Partners LLC 440.07%0.29%0.39%Q1 2021Q4 20214
Front Row Advisors LLC 440.00%0.00%0.00%Q2 2018Q1 20194
Sageworth Trust Co 330.00%0.00%0.00%Q2 2021Q4 20213
Personal Wealth Partners 330.00%0.00%0.00%Q2 2019Q4 20193
Alambic Investment Management, L.P. 210.04%0.20%0.42%Q3 2016Q3 20173
CASTLEARK MANAGEMENT LLC 330.21%0.23%0.26%Q2 2018Q4 20183
Teza Capital Management LLC 210.03%0.10%0.15%Q2 2019Q2 20233
Nichols Asset Management LLC 331.66%1.91%2.19%Q2 2013Q4 20133
HARBOUR INVESTMENTS, INC. 330.00%0.00%0.00%Q1 2021Q3 20213
Edge Wealth Management LLC 330.00%0.00%0.00%Q2 2013Q4 20133
Rehmann Capital Advisory Group 330.00%0.00%0.00%Q4 2018Q2 20193
ADAMS DIVERSIFIED EQUITY FUND, INC. 330.04%0.04%0.05%Q3 2017Q1 20183
HERNDON CAPITAL MANAGEMENT LLC 330.00%0.00%0.00%Q4 2016Q2 20173
ANALYTIC INVESTORS, LLC 330.00%0.01%0.02%Q2 2014Q4 20143
Assured Investment Management LLC 210.00%0.01%0.01%Q1 2018Q4 20183
FRIESS ASSOCIATES LLC 330.72%1.08%1.45%Q2 2013Q4 20133
Jacobi Capital Management LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Matarin Capital Management, LLC 330.27%0.53%0.72%Q1 2017Q3 20173
Private Advisor Group, LLC 110.00%0.01%0.01%Q1 2015Q2 20203
Schonfeld Strategic Advisors LLC 210.00%0.01%0.02%Q1 2020Q2 20233
Red Cedar Management, LP 331.98%5.67%8.20%Q3 2019Q1 20203
CIBC Private Wealth Group, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
Invictus RG 210.11%0.29%0.53%Q2 2017Q3 20183
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 330.22%0.45%0.58%Q4 2018Q2 20193
BAILARD, INC. 210.01%0.01%0.02%Q4 2019Q4 20223
Quinn Opportunity Partners LLC 330.24%0.31%0.34%Q4 2014Q2 20153
WINTON GROUP Ltd 210.01%0.13%0.29%Q3 2017Q2 20183
Caption Management, LLC 220.02%0.06%0.09%Q4 2022Q1 20233
EJF Capital LLC 330.33%0.44%0.64%Q1 2023Q3 20233
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 330.01%0.01%0.01%Q2 2022Q4 20223
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 330.00%0.00%0.00%Q2 2019Q4 20193
Sageworth Trust Co of South Dakota 330.00%0.00%0.01%Q4 2021Q2 20223
DARK FOREST CAPITAL MANAGEMENT LP 210.00%0.02%0.03%Q4 2022Q3 20233
JOYN Advisors, Inc. 330.00%0.00%0.00%Q2 2018Q4 20183
Private Ocean, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
LSV ASSET MANAGEMENT 330.00%0.00%0.00%Q4 2015Q2 20163
CAPITAL ONE, NATIONAL ASSOCIATION 210.03%0.03%0.04%Q3 2017Q2 20183
Private Advisory Group LLC 210.18%0.24%0.27%Q4 2016Q3 20183
CANADA PENSION PLAN INVESTMENT BOARD 330.00%0.00%0.00%Q1 2019Q3 20193
Amundi 330.00%0.00%0.00%Q1 2023Q3 20233
BlueCrest Capital Management Ltd 110.01%0.02%0.05%Q1 2016Q2 20183
Vident Investment Advisory, LLC 330.16%0.22%0.32%Q4 2014Q2 20153
Cowen Prime Services LLC 330.92%1.08%1.29%Q2 2016Q4 20163
Lenox Wealth Management, Inc. 330.01%0.01%0.02%Q4 2018Q2 20193
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD 330.01%0.01%0.02%Q2 2013Q4 20133
McAdam, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Sessa Capital IM, L.P. 330.37%0.97%2.02%Q1 2015Q3 20153
Bayesian Capital Management, LP 210.04%0.07%0.09%Q4 2016Q3 20183
AlphaCrest Capital Management LLC 330.02%0.04%0.05%Q1 2020Q3 20203
Winch Advisory Services, LLC 330.00%0.00%0.00%Q1 2017Q3 20173
UNITED CAPITAL FINANCIAL ADVISORS, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
Bowling Portfolio Management LLC 210.07%0.13%0.18%Q3 2017Q3 20193
TEALWOOD ASSET MANAGEMENT INC 330.88%0.98%1.15%Q1 2014Q3 20143
MUNDER CAPITAL MANAGEMENT 330.00%0.01%0.01%Q4 2013Q2 20143
OCCUDO QUANTITATIVE STRATEGIES LP 210.05%0.08%0.10%Q2 2021Q2 20233
AUA CAPITAL MANAGEMENT, LLC 330.00%0.00%0.00%Q3 2020Q1 20213
VOLORIDGE INVESTMENT MANAGEMENT, LLC 330.00%0.01%0.01%Q1 2020Q3 20203
Virtu Financial LLC 110.02%0.08%0.17%Q3 2017Q3 20233
Kessler Investment Group, LLC 330.14%0.21%0.27%Q1 2018Q3 20183
NewEdge Wealth, LLC 330.28%0.45%0.63%Q1 2023Q3 20233
GREAT LAKES ADVISORS, LLC 330.04%0.04%0.05%Q1 2023Q3 20233
CAXTON ASSOCIATES LP 330.00%0.01%0.01%Q1 2017Q3 20173
Joseph P. Lucia & Associates, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
HighVista Strategies LLC 330.18%0.18%0.19%Q2 2022Q4 20223
TWO SIGMA SECURITIES, LLC 210.00%0.01%0.04%Q1 2017Q3 20183
Violich Capital Management, Inc. 330.07%0.10%0.11%Q3 2013Q1 20143
JUPITER ASSET MANAGEMENT LTD 330.04%0.08%0.10%Q2 2022Q4 20223
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 331.06%1.57%2.11%Q2 2013Q4 20133
Zebra Capital Management LLC 330.24%0.30%0.38%Q4 2019Q2 20203
Gemmer Asset Management LLC 330.00%0.00%0.00%Q4 2018Q2 20193
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 332.47%3.15%3.75%Q2 2015Q4 20153
Versor Investments LP 330.08%0.45%1.16%Q1 2023Q3 20233
Moran Wealth Management, LLC 220.01%0.01%0.02%Q4 2022Q1 20232
FORA Capital, LLC 110.01%0.02%0.04%Q2 2021Q3 20232
Blue Trust, Inc. 220.00%0.00%0.00%Q1 2023Q2 20232
ESSEX INVESTMENT MANAGEMENT CO LLC 220.09%0.09%0.10%Q4 2013Q1 20142
SAWGRASS ASSET MANAGEMENT LLC 220.02%0.02%0.03%Q2 2018Q3 20182
LAZARD ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q1 2016Q3 20232
Lombard Odier Asset Management (USA) Corp 220.02%0.06%0.09%Q3 2018Q4 20182
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
CIBC Asset Management Inc 220.00%0.00%0.00%Q2 2018Q3 20182
BRANT POINT INVESTMENT MANAGEMENT LLC 220.14%0.16%0.18%Q2 2013Q3 20132
BBT Capital Management, LLC 110.16%0.41%0.66%Q2 2013Q2 20192
Patriot Financial Group Insurance Agency, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Gruss Capital Management LP 221.03%1.55%2.08%Q2 2013Q3 20132
Cambridge Investment Research Advisors, Inc. 110.00%0.01%0.01%Q3 2018Q1 20192
Gradient Investments LLC 220.00%0.00%0.00%Q3 2018Q4 20182
Byrne Asset Management LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Simplicity Solutions, LLC 220.01%0.01%0.01%Q1 2019Q2 20192
SHEPHERD KAPLAN KROCHUK, LLC 220.03%0.08%0.12%Q2 2016Q3 20162
Impact Partnership Wealth, LLC 220.00%0.05%0.10%Q2 2023Q3 20232
Financial Gravity Asset Management, Inc. 220.00%0.00%0.00%Q2 2018Q3 20182
SIGNATUREFD, LLC 110.00%0.00%0.00%Q1 2022Q1 20232
Partnervest Advisory Services LLC 220.01%0.02%0.04%Q1 2014Q2 20142
EAM Global Investors LLC 220.54%0.54%0.54%Q3 2022Q4 20222
Atom Investors LP 220.11%0.12%0.13%Q4 2020Q1 20212
Ergoteles LLC 110.01%0.01%0.01%Q2 2022Q4 20222
Jericho Capital Asset Management L.P. 220.44%0.55%0.66%Q4 2013Q1 20142
OAKTREE CAPITAL MANAGEMENT LP 220.02%0.04%0.06%Q1 2016Q2 20162
Azora Capital LP 220.84%0.99%1.13%Q3 2019Q4 20192
Jackson Creek Investment Advisors LLC 220.40%0.41%0.42%Q2 2022Q3 20222
CAPITAL FUND MANAGEMENT S.A. 110.00%0.00%0.00%Q2 2017Q3 20182
Ten Capital Wealth Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
DUPONT CAPITAL MANAGEMENT CORP 220.03%0.04%0.05%Q3 2013Q4 20132
Paloma Partners Management Co 110.00%0.00%0.00%Q3 2015Q2 20202
SCOTIA CAPITAL INC. 220.00%0.01%0.01%Q1 2015Q2 20152
Integre Asset Management, LLC 220.11%0.11%0.11%Q2 2016Q3 20162
Orion Portfolio Solutions, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Opus Capital Group, LLC 221.08%1.14%1.20%Q1 2014Q2 20142
KILEY JUERGENS WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
FOX RUN MANAGEMENT, L.L.C. 110.06%0.07%0.09%Q2 2016Q3 20222
ASSETMARK, INC 110.00%0.00%0.00%Q4 2017Q1 20232
HighTower Advisors, LLC 110.01%0.01%0.01%Q2 2014Q4 20162
Quantinno Capital Management LP 220.18%0.34%0.51%Q1 2019Q2 20192
Atomi Financial Group, Inc. 220.32%0.44%0.55%Q1 2023Q2 20232
Crewe Advisors LLC 220.00%0.00%0.00%Q2 2023Q3 20232
North Star Investment Management Corp. 220.00%0.00%0.00%Q2 2015Q3 20152
Avidian Wealth Solutions, LLC 220.18%0.20%0.22%Q2 2019Q3 20192
THB ASSET MANAGEMENT 220.27%0.27%0.28%Q1 2015Q2 20152
Robeco Institutional Asset Management B.V. 220.00%0.00%0.00%Q3 2017Q4 20172
Brinker Capital Investments, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Parian Global Management LP 110.80%0.83%0.86%Q4 2020Q4 20202
Quantamental Technologies LLC 220.03%0.04%0.06%Q4 2018Q1 20192
Fortis Advisors, LLC 110.07%0.10%0.13%Q3 2017Q3 20182
Alpine Global Management, LLC 220.13%0.14%0.14%Q3 2021Q4 20212
FRANKLIN RESOURCES INC 220.00%0.00%0.00%Q2 2023Q3 20232
CRAMER ROSENTHAL MCGLYNN LLC 220.00%0.01%0.01%Q3 2013Q4 20132
CenterBook Partners LP 220.03%0.03%0.03%Q2 2023Q3 20232
Smart Portfolios, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
KOCH INDUSTRIES INC 220.08%0.08%0.09%Q2 2017Q3 20172
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
MML INVESTORS SERVICES, LLC 110.00%0.01%0.01%Q3 2018Q4 20222
Guinness Atkinson Asset Management Inc 221.33%1.44%1.56%Q2 2013Q3 20132
MACKAY SHIELDS LLC 220.01%0.01%0.01%Q1 2018Q2 20182
CHICAGO EQUITY PARTNERS LLC 220.09%0.10%0.10%Q2 2017Q3 20172
SCHWARTZ INVESTMENT COUNSEL INC 220.02%0.03%0.03%Q3 2014Q4 20142
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
COMERICA SECURITIES INC 220.11%0.19%0.26%Q2 2014Q3 20142
Kore Private Wealth LLC 220.00%0.00%0.00%Q1 2020Q2 20202
MUFG Americas Holdings Corp 110.00%0.00%0.01%Q2 2012Q2 20132
Quadrature Capital Ltd 110.01%0.02%0.03%Q2 2021Q4 20222
Investors Research Corp 220.15%0.16%0.17%Q4 2017Q1 20182
FORMULA GROWTH LTD 220.51%0.54%0.56%Q3 2020Q4 20202
Rock Creek Group, LP 220.01%0.03%0.05%Q3 2022Q4 20222
Kepos Capital LP 220.02%0.03%0.03%Q3 2019Q4 20192
Brandywine Global Investment Management, LLC 220.00%0.00%0.00%Q3 2015Q4 20152
Pinz Capital Management, LP 220.02%0.03%0.03%Q1 2021Q2 20212
ISLAY CAPITAL MANAGEMENT, LLC 110.06%0.06%0.06%Q4 2019Q4 20191
Alpine Partners USVI, LLC 110.61%0.61%0.61%Q4 2014Q4 20141
Arden Trust Co 110.00%0.00%0.00%Q1 2020Q1 20201
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Constellation Wealth Advisors, LLC 110.02%0.02%0.02%Q2 2013Q2 20131
Trutina Financial LLC 110.00%0.00%0.00%Q1 2014Q1 20141
VERUS CAPITAL PARTNERS, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Integrated Wealth Management 110.00%0.00%0.00%Q3 2016Q3 20161
SII INVESTMENTS INC/WI 110.03%0.03%0.03%Q1 2015Q1 20151
Crestline Management, LP 110.02%0.02%0.02%Q2 2020Q2 20201
Okumus Fund Management Ltd. 111.46%1.46%1.46%Q4 2014Q4 20141
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
DRIEHAUS CAPITAL MANAGEMENT LLC 110.02%0.02%0.02%Q2 2017Q2 20171
MERCER GLOBAL ADVISORS INC /ADV 110.01%0.01%0.01%Q1 2019Q1 20191
Illinois Municipal Retirement Fund 110.01%0.01%0.01%Q3 2023Q3 20231
Financial Management Professionals, Inc. 110.00%0.00%0.00%Q3 2018Q3 20181
ICON ADVISERS INC/CO 110.11%0.11%0.11%Q1 2018Q1 20181
Trustees of Dartmouth College 110.03%0.03%0.03%Q1 2018Q1 20181
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. 110.01%0.01%0.01%Q4 2015Q4 20151
FIFTH LANE CAPITAL, LP 110.14%0.14%0.14%Q2 2023Q2 20231
Allworth Financial LP 110.00%0.00%0.00%Q3 2023Q3 20231
North Peak Capital Management, LLC 111.68%1.68%1.68%Q4 2018Q4 20181
Olympiad Research LP 110.12%0.12%0.12%Q2 2020Q2 20201
Leap Investments LP 110.21%0.21%0.21%Q3 2019Q3 20191
Econ Financial Services Corp 110.09%0.09%0.09%Q1 2022Q1 20221
Belvedere Trading LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
AMERICAN FINANCIAL GROUP INC 110.02%0.02%0.02%Q2 2013Q2 20131
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Bridgefront Capital, LLC 110.18%0.18%0.18%Q1 2023Q1 20231
6 Meridian 110.07%0.07%0.07%Q4 2017Q4 20171
SCW Capital Management, LP 112.97%2.97%2.97%Q3 2021Q3 20211
Paragon Capital Management LLC 110.00%0.00%0.00%Q1 2020Q1 20201
FNY Investment Advisers, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Lavaca Capital LLC 110.16%0.16%0.16%Q3 2019Q3 20191
MAVERICK CAPITAL LTD 110.02%0.02%0.02%Q3 2020Q3 20201
EMERALD ADVISERS, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Yakira Capital Management, Inc. 110.05%0.05%0.05%Q4 2022Q4 20221
WEXFORD CAPITAL LP 110.01%0.01%0.01%Q4 2020Q4 20201
Corvid Peak Capital Management, LLC 110.95%0.95%0.95%Q2 2014Q2 20141
Diametric Capital, LP 110.33%0.33%0.33%Q3 2023Q3 20231
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Argentus Capital Management, LLC 110.11%0.11%0.11%Q3 2014Q3 20141
Carmignac Gestion 110.03%0.03%0.03%Q3 2023Q3 20231
TOCQUEVILLE ASSET MANAGEMENT L.P. 110.00%0.00%0.00%Q3 2018Q3 20181
Lyon Street Capital, LLC 111.98%1.98%1.98%Q4 2018Q4 20181
Manatuck Hill Partners, LLC 110.80%0.80%0.80%Q1 2023Q1 20231
First Trust Direct Indexing L.P. 110.00%0.00%0.00%Q4 2020Q4 20201
Graham Capital Management, L.P. 110.01%0.01%0.01%Q1 2023Q1 20231
Skylands Capital, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Timber Hill LLC 110.00%0.00%0.00%Q2 2016Q2 20161
FIRST QUADRANT LLC/CA 110.00%0.00%0.00%Q3 2018Q3 20181
361 CAPITAL LLC 110.08%0.08%0.08%Q2 2017Q2 20171
MILLER VALUE PARTNERS, LLC 110.03%0.03%0.03%Q2 2017Q2 20171
WFG Advisors, LP 110.00%0.00%0.00%Q2 2013Q2 20131
Virtus Fund Advisers, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
DREMAN VALUE MANAGEMENT, L L C 110.00%0.00%0.00%Q4 2013Q4 20131
Voss Capital, LLC 110.71%0.71%0.71%Q3 2022Q3 20221
Mitsubishi UFJ Asset Management Co., Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Tibra Equities Europe Ltd 110.16%0.16%0.16%Q3 2019Q3 20191
B. Riley Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2014Q4 20141
AQR Arbitrage LLC 110.54%0.54%0.54%Q3 2023Q3 20231
APG Asset Management N.V. 110.00%0.00%0.00%Q4 2018Q4 20181
Riverloft Capital Management L.P. 110.26%0.26%0.26%Q4 2014Q4 20141
Hawkeye Capital Management, LLC 115.10%5.10%5.10%Q2 2013Q2 20131
Point72 Asset Management, L.P. 110.06%0.06%0.06%Q2 2014Q2 20141
AMP Capital Investors Ltd 110.00%0.00%0.00%Q3 2017Q3 20171
Prospera Financial Services Inc 110.00%0.00%0.00%Q3 2020Q3 20201
WATER ISLAND CAPITAL LLC 111.83%1.83%1.83%Q3 2023Q3 20231
Enlightenment Research, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
PenderFund Capital Management Ltd. 110.44%0.44%0.44%Q3 2023Q3 20231
Tygh Capital Management, Inc. 110.60%0.60%0.60%Q1 2020Q1 20201
Phase 2 Partners, LLC 114.80%4.80%4.80%Q1 2022Q1 20221
APOGEM CAPITAL LLC 110.25%0.25%0.25%Q4 2020Q4 20201
Mint Tower Capital Management B.V. 110.08%0.08%0.08%Q3 2023Q3 20231
Sciencast Management LP 110.30%0.30%0.30%Q2 2023Q2 20231
Capital Investment Advisory Services, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Csenge Advisory Group 110.00%0.00%0.00%Q3 2018Q3 20181
FIDUCIARY TRUST INTERNATIONAL LLC 110.00%0.00%0.00%Q4 2018Q4 20181
BENJAMIN F. EDWARDS & COMPANY, INC. 110.00%0.00%0.00%Q3 2018Q3 20181
Rafferty Asset Management, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q4 2013Q4 20131
Woodline Partners LP 110.26%0.26%0.26%Q3 2023Q3 20231
GABELLI & Co INVESTMENT ADVISERS, INC. 110.09%0.09%0.09%Q3 2023Q3 20231
Saltoro Capital, LP 110.39%0.39%0.39%Q1 2022Q1 20221
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q2 2014Q2 20141
Gladius Capital Management LP 110.00%0.00%0.00%Q2 2023Q2 20231
Cresset Asset Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
FLAGSHIP HARBOR ADVISORS, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Irish Life Investment Managers Ltd. 110.00%0.00%0.00%Q2 2013Q2 20131
Kellner Capital, LLC 111.13%1.13%1.13%Q3 2023Q3 20231
Andalusian Capital Partners, LP 111.87%1.87%1.87%Q4 2013Q4 20131
Delphia (USA) Inc. 110.16%0.16%0.16%Q2 2022Q2 20221
Tinicum Inc 110.04%0.04%0.04%Q2 2016Q2 20161
Emerald Acquisition Ltd. 110.00%0.00%0.00%Q2 2016Q2 20161
FIRST MERCANTILE TRUST CO 110.01%0.01%0.01%Q1 2014Q1 20141
Crosspoint Capital Strategies, LLC 110.01%0.01%0.01%Q2 2017Q2 20171
GLAZER CAPITAL, LLC 110.79%0.79%0.79%Q3 2023Q3 20231
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC 111.70%1.70%1.70%Q3 2017Q3 20171
RIVER GLOBAL INVESTORS LLP 110.07%0.07%0.07%Q3 2013Q3 20131
Glassman Wealth Services 110.00%0.00%0.00%Q2 2020Q2 20201
BOOTHBAY FUND MANAGEMENT, LLC 110.15%0.15%0.15%Q4 2014Q4 20141
Bell Investment Advisors, Inc 110.00%0.00%0.00%Q3 2023Q3 20231
Jump Financial, LLC 110.05%0.05%0.05%Q2 2021Q2 20211
ARISTEIA CAPITAL, L.L.C. 110.01%0.01%0.01%Q4 2022Q4 20221
Covington Capital Management 110.00%0.00%0.00%Q2 2019Q2 20191
ZACKS INVESTMENT MANAGEMENT 110.02%0.02%0.02%Q1 2022Q1 20221
Catalyst Capital Advisors LLC 110.12%0.12%0.12%Q2 2014Q2 20141
WELD CAPITAL MANAGEMENT LLC 110.23%0.23%0.23%Q2 2019Q2 20191
Vantage Consulting Group Inc 110.01%0.01%0.01%Q4 2020Q4 20201
G&S Capital LLC 110.60%0.60%0.60%Q3 2018Q3 20181
Point72 Middle East FZE 110.00%0.00%0.00%Q4 2022Q4 20221
AMERICAFIRST CAPITAL MANAGEMENT, LLC 110.49%0.49%0.49%Q2 2015Q2 20151
Guild Investment Management, Inc. 111.00%1.00%1.00%Q1 2014Q1 20141
Karp Capital Management Corp 110.00%0.00%0.00%Q1 2017Q1 20171
Ibex Investors LLC 110.22%0.22%0.22%Q2 2018Q2 20181
Centiva Capital, LP 110.03%0.03%0.03%Q3 2023Q3 20231
HARVEST GROUP WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Absolute Return Capital, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
Cribstone Capital Management, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Lehman Financial Resources, Inc. 110.00%0.00%0.00%Q1 2013Q1 20131
T2 Partners Management, LP 112.64%2.64%2.64%Q2 2013Q2 20131
BARINGTON CAPITAL GROUP, L.P. 110.47%0.47%0.47%Q2 2016Q2 20161
ROTHSCHILD INVESTMENT LLC /IL 110.03%0.03%0.03%Q4 2019Q4 20191
NEXPOINT ASSET MANAGEMENT, L.P. 110.58%0.58%0.58%Q3 2023Q3 20231
MOODY NATIONAL BANK TRUST DIVISION 110.00%0.00%0.00%Q1 2019Q1 20191
Ellevest, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
COMMERZBANK AKTIENGESELLSCHAFT /FI 110.00%0.00%0.00%Q2 2014Q2 20141
Amalgamated Financial Corp. 110.00%0.00%0.00%Q1 2022Q1 20221
Kula Investments, LLC 110.08%0.08%0.08%Q1 2023Q1 20231
Dynamic Capital Management Ltd 110.06%0.06%0.06%Q2 2016Q2 20161
Corton Capital Inc. 110.20%0.20%0.20%Q2 2022Q2 20221
Concert Wealth Management Inc. 110.10%0.10%0.10%Q2 2015Q2 20151
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q2 2020Q2 20201
First Trust Capital Management L.P. 110.15%0.15%0.15%Q3 2023Q3 20231
P SCHOENFELD ASSET MANAGEMENT LP 110.53%0.53%0.53%Q3 2023Q3 20231
TradeLink Global Equity LLC 110.02%0.02%0.02%Q4 2014Q4 20141
Patten Group, Inc. 110.00%0.00%0.00%Q2 2018Q2 20181
BCK CAPITAL MANAGEMENT LP 110.35%0.35%0.35%Q3 2023Q3 20231
Pearl River Capital, LLC 110.05%0.05%0.05%Q4 2018Q4 20181
BOSTON ADVISORS LLC 110.02%0.02%0.02%Q3 2017Q3 20171
SPRING CREEK CAPITAL LLC 110.06%0.06%0.06%Q2 2018Q2 20181
FIRST NEW YORK SECURITIES LLC /NY 110.01%0.01%0.01%Q3 2016Q3 20161
ARDSLEY ADVISORY PARTNERS LP 111.16%1.16%1.16%Q4 2013Q4 20131
External links

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