BROWN & BROWN INC shareholder history

Current and past BROWN & BROWN INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1920.00%0.00%0.00%Q2 2013Q3 202366
Citadel Advisors 30110.00%0.03%0.26%Q2 2013Q3 202363
SECURIAN ASSET MANAGEMENT, INC 49490.01%0.02%0.04%Q3 2011Q3 202349
GOLDMAN SACHS GROUP INC 4240.00%0.01%0.04%Q1 2012Q3 202347
KEYBANK NATIONAL ASSOCIATION/OH 44440.00%0.02%0.32%Q4 2012Q3 202344
BARCLAYS PLC 42420.00%0.01%0.04%Q2 2013Q3 202344
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 43430.02%0.02%0.04%Q1 2013Q3 202343
PARK NATIONAL CORP /OH/ 43430.17%0.22%0.31%Q2 2013Q4 202343
CREDIT SUISSE AG/ 43430.00%0.01%0.06%Q1 2013Q3 202343
VAUGHAN DAVID INVESTMENTS LLC/IL 43430.14%0.22%0.34%Q1 2013Q3 202343
TEXAS PERMANENT SCHOOL FUND CORP 43430.02%0.06%0.14%Q1 2013Q3 202343
CACTI ASSET MANAGEMENT LLC 43430.04%0.08%0.14%Q2 2013Q4 202343
AQR Capital Management 4210.00%0.01%0.02%Q4 2012Q3 202343
HSBC HOLDINGS PLC 4110.00%0.01%0.03%Q1 2012Q3 202343
Retirement Systems of Alabama 43430.02%0.05%0.14%Q1 2013Q3 202343
PRUDENTIAL FINANCIAL INC 42420.00%0.01%0.03%Q2 2013Q3 202342
CRAWFORD INVESTMENT COUNSEL INC 42420.02%0.09%0.34%Q2 2013Q3 202342
M&T BANK CORP 42420.00%0.01%0.06%Q2 2013Q3 202342
VOYA INVESTMENT MANAGEMENT LLC 42420.00%0.01%0.04%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 42420.01%0.01%0.14%Q2 2013Q3 202342
ProShare Advisors LLC 42420.01%0.13%0.60%Q2 2013Q3 202342
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 42420.01%0.03%0.10%Q2 2013Q3 202342
STATE OF WISCONSIN INVESTMENT BOARD 42420.00%0.01%0.04%Q2 2013Q3 202342
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 42420.02%0.03%0.04%Q2 2013Q3 202342
RHUMBLINE ADVISERS 42420.02%0.03%0.06%Q2 2013Q3 202342
GEODE CAPITAL MANAGEMENT, LLC 42420.01%0.02%0.05%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.01%0.02%0.03%Q2 2013Q3 202342
Allianz Asset Management GmbH 42420.00%0.01%0.02%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.07%Q2 2013Q3 202342
GREAT LAKES ADVISORS, LLC 42420.03%0.05%0.22%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.01%Q2 2013Q3 202342
UBS ASSET MANAGEMENT AMERICAS INC 42420.00%0.01%0.03%Q2 2013Q3 202342
STATE STREET CORP 42420.01%0.03%0.04%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.02%0.02%0.04%Q2 2013Q3 202342
NISA INVESTMENT ADVISORS, LLC 42420.02%0.03%0.04%Q2 2013Q3 202342
CONFLUENCE INVESTMENT MANAGEMENT LLC 42420.34%0.60%0.97%Q2 2013Q3 202342
NEW YORK STATE COMMON RETIREMENT FUND 42420.01%0.03%0.06%Q2 2013Q3 202342
THRIVENT FINANCIAL FOR LUTHERANS 42420.00%0.02%0.13%Q2 2013Q3 202342
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 42420.01%0.02%0.07%Q2 2013Q3 202342
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 42420.02%0.03%0.04%Q2 2013Q3 202342
METROPOLITAN LIFE INSURANCE CO/NY 42420.02%0.03%0.05%Q2 2013Q3 202342
FEDERATED HERMES, INC. 42420.01%0.05%0.15%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 42420.01%0.03%0.05%Q2 2013Q3 202342
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 42420.02%0.07%0.14%Q2 2013Q3 202342
Ironwood Investment Counsel, LLC 42420.33%0.77%1.45%Q2 2013Q3 202342
NORGES BANK 4020.01%0.02%0.04%Q2 2012Q4 202242
Utah Retirement Systems 42420.02%0.03%0.04%Q2 2013Q3 202342
STATE OF MICHIGAN RETIREMENT SYSTEM 42420.01%0.02%0.05%Q2 2013Q3 202342
VANGUARD GROUP INC 42420.02%0.03%0.05%Q2 2013Q3 202342
AVIVA PLC 42420.01%0.03%0.10%Q2 2013Q3 202342
AMERICAN INTERNATIONAL GROUP, INC. 42420.02%0.04%0.09%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.01%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.01%0.01%0.03%Q2 2013Q3 202342
GLENMEDE TRUST CO NA 42420.00%0.00%0.01%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.02%0.06%Q2 2013Q3 202342
Legal & General Group Plc 42420.02%0.02%0.04%Q2 2013Q3 202342
BlackRock Inc. 42420.01%0.02%0.05%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.00%0.01%Q2 2013Q3 202342
PANAGORA ASSET MANAGEMENT INC 42420.00%0.00%0.03%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.03%0.08%0.13%Q2 2013Q3 202342
CIBC Asset Management Inc 42420.00%0.01%0.03%Q2 2013Q3 202342
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42420.01%0.02%0.04%Q2 2013Q3 202342
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 42420.02%0.04%0.10%Q2 2013Q3 202342
ALLIANCEBERNSTEIN L.P. 42420.00%0.01%0.06%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.01%0.02%0.03%Q2 2013Q3 202342
SCHRODER INVESTMENT MANAGEMENT GROUP 42420.01%0.09%0.18%Q2 2013Q3 202342
PRINCIPAL FINANCIAL GROUP INC 42420.17%0.31%0.60%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 42420.00%0.03%0.23%Q2 2013Q3 202342
Smithfield Trust Co 42420.01%0.01%0.07%Q2 2013Q3 202342
Swiss National Bank 42420.01%0.02%0.04%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.01%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.01%0.02%Q2 2013Q3 202342
PRICE T ROWE ASSOCIATES INC /MD/ 42420.00%0.02%0.05%Q2 2013Q3 202342
FENIMORE ASSET MANAGEMENT INC 42422.57%3.64%4.65%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.01%0.03%0.10%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.02%0.05%Q2 2013Q3 202342
BANK OF MONTREAL /CAN/ 3920.00%0.01%0.02%Q2 2013Q3 202341
Cambridge Investment Research Advisors, Inc. 3290.00%0.01%0.02%Q2 2013Q3 202341
DEUTSCHE BANK AG\ 41410.00%0.01%0.02%Q3 2013Q3 202341
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 3650.01%0.01%0.02%Q2 2013Q3 202341
COMERICA BANK 3920.00%0.03%0.05%Q2 2013Q3 202341
Arizona State Retirement System 3380.02%0.04%0.07%Q1 2013Q3 202341
Ameritas Investment Partners, Inc. 41410.04%0.09%0.20%Q3 2013Q3 202341
GREAT WEST LIFE ASSURANCE CO /CAN/ 41410.01%0.02%0.04%Q3 2013Q3 202341
NATIXIS ADVISORS, L.P. 3190.01%0.06%0.17%Q2 2013Q3 202340
FMR LLC 40400.00%0.01%0.03%Q4 2013Q3 202340
Louisiana State Employees Retirement System 40400.02%0.06%0.15%Q4 2013Q3 202340
BNP PARIBAS FINANCIAL MARKETS 3710.00%0.01%0.02%Q2 2013Q3 202340
SG Americas Securities, LLC 2830.00%0.01%0.03%Q2 2013Q3 202340
MARTINGALE ASSET MANAGEMENT L P 39390.00%0.13%0.30%Q2 2013Q4 202239
STIFEL FINANCIAL CORP 39390.01%0.02%0.06%Q1 2014Q3 202339
MACKENZIE FINANCIAL CORP 24150.00%0.11%0.47%Q4 2013Q3 202339
FIRST MERCHANTS CORP 39390.12%0.39%1.02%Q1 2014Q3 202339
DIAMOND HILL CAPITAL MANAGEMENT INC 39390.06%0.44%1.16%Q1 2014Q3 202339
AMERICAN CENTURY COMPANIES INC 2830.00%0.05%0.12%Q2 2013Q3 202339
VICTORY CAPITAL MANAGEMENT INC 3720.01%0.17%0.42%Q3 2013Q3 202339
Tower Research Capital LLC (TRC) 1460.00%0.02%0.09%Q2 2013Q3 202338
First Eagle Investment Management, LLC 38380.14%0.81%1.28%Q2 2014Q3 202338
RAYMOND JAMES & ASSOCIATES 38380.00%0.04%0.06%Q2 2014Q3 202338
PROSPECTOR PARTNERS LLC 38380.13%2.57%4.65%Q2 2014Q3 202338
Clarkston Capital Partners, LLC 38381.08%4.01%5.46%Q2 2014Q3 202338
GUGGENHEIM CAPITAL LLC 2090.00%0.01%0.02%Q2 2013Q3 202338
ENVESTNET ASSET MANAGEMENT INC 2030.00%0.00%0.01%Q2 2013Q3 202337
ROCKY MOUNTAIN ADVISERS, LLC 37370.00%0.01%0.02%Q3 2014Q3 202337
BENJAMIN F. EDWARDS & COMPANY, INC. 37370.01%0.04%0.12%Q3 2014Q3 202337
TEACHER RETIREMENT SYSTEM OF TEXAS 22150.00%0.02%0.07%Q2 2013Q3 202337
Boston Trust Walden Corp 37370.05%0.16%0.34%Q3 2014Q3 202337
DekaBank Deutsche Girozentrale 36360.01%0.03%0.08%Q4 2014Q3 202336
AMALGAMATED BANK 3420.03%0.04%0.08%Q4 2013Q3 202336
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.00%0.01%0.02%Q2 2013Q1 202236
Renaissance Technologies 2610.00%0.05%0.16%Q2 2013Q3 202336
NICHOLAS COMPANY, INC. 36360.07%0.13%0.18%Q2 2013Q1 202236
Zurcher Kantonalbank (Zurich Cantonalbank) 35350.00%0.01%0.04%Q1 2015Q3 202335
Teton Advisors, Inc. 35350.04%0.08%0.19%Q2 2013Q4 202135
Rafferty Asset Management, LLC 3310.01%0.03%0.08%Q1 2014Q3 202335
MILLENNIUM MANAGEMENT LLC 1910.00%0.03%0.13%Q2 2013Q3 202335
PROFUND ADVISORS LLC 3320.01%0.03%0.04%Q2 2013Q1 202235
Burgundy Asset Management Ltd. 35350.48%0.68%1.00%Q2 2013Q4 202135
Nuveen Asset Management, LLC 18160.01%0.01%0.02%Q2 2013Q3 202334
QUADRANT CAPITAL GROUP LLC 34340.00%0.00%0.01%Q2 2015Q3 202334
TD ASSET MANAGEMENT INC 34340.00%0.01%0.02%Q2 2015Q3 202334
D. E. Shaw & Co., Inc. 2130.00%0.01%0.03%Q2 2013Q3 202334
SEI INVESTMENTS CO 2680.00%0.01%0.03%Q4 2014Q3 202334
BALYASNY ASSET MANAGEMENT L.P. 2010.00%0.11%0.30%Q4 2013Q3 202333
State of Tennessee, Treasury Department 2940.01%0.03%0.05%Q3 2013Q3 202333
Gemmer Asset Management LLC 33330.00%0.01%0.02%Q1 2014Q1 202233
PEAK6 Investments LLC 710.00%0.00%0.01%Q3 2018Q3 202333
Select Equity Group, L.P. 2910.11%2.14%4.34%Q3 2014Q3 202333
SHELTON CAPITAL MANAGEMENT 33330.02%0.04%0.08%Q2 2013Q2 202133
FULLER & THALER ASSET MANAGEMENT, INC. 2920.00%0.01%0.02%Q3 2013Q3 202333
ROYAL LONDON ASSET MANAGEMENT LTD 2240.02%0.05%0.26%Q2 2013Q3 202333
Versant Capital Management, Inc 33330.00%0.00%0.00%Q4 2015Q4 202333
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 3120.01%0.03%0.18%Q1 2015Q3 202333
BESSEMER GROUP INC 2610.00%0.01%0.06%Q4 2013Q3 202332
Advisors Asset Management, Inc. 1830.00%0.00%0.01%Q2 2013Q3 202332
LOS ANGELES CAPITAL MANAGEMENT LLC 2840.00%0.04%0.22%Q2 2013Q4 202132
TCI Wealth Advisors, Inc. 2710.00%0.00%0.01%Q4 2012Q1 202332
Anchor Investment Management, LLC 32320.02%0.03%0.03%Q1 2016Q4 202332
LPL Financial LLC 2320.00%0.00%0.01%Q2 2013Q3 202332
RAYMOND JAMES TRUST N.A. 32320.02%0.04%0.05%Q4 2015Q3 202332
MASON STREET ADVISORS, LLC 31310.01%0.07%0.11%Q2 2013Q4 202031
IFP Advisors, Inc 17140.00%0.00%0.01%Q4 2015Q3 202331
Cubist Systematic Strategies, LLC 1910.00%0.06%0.15%Q2 2014Q3 202331
LEAVELL INVESTMENT MANAGEMENT, INC. 31310.11%0.22%0.28%Q1 2016Q3 202331
World Asset Management Inc 2380.01%0.02%0.05%Q2 2013Q3 202131
Sutton Wealth Advisors Inc. 31310.00%0.00%0.01%Q1 2016Q3 202331
Gotham Asset Management, LLC 1050.00%0.06%0.19%Q2 2013Q3 202330
TRUIST FINANCIAL CORP 30300.00%0.04%0.08%Q2 2016Q3 202330
STEPHENS INC /AR/ 30300.01%0.03%0.04%Q2 2016Q3 202330
CREDIT AGRICOLE S A 2910.00%0.06%0.30%Q2 2013Q3 202330
CANADA PENSION PLAN INVESTMENT BOARD 1250.00%0.00%0.02%Q1 2015Q3 202329
HUNTINGTON NATIONAL BANK 910.00%0.00%0.01%Q1 2009Q3 202329
Aperio Group, LLC 29290.00%0.01%0.03%Q4 2013Q4 202029
KBC Group NV 29290.00%0.03%0.07%Q3 2016Q3 202329
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2510.00%0.00%0.00%Q2 2015Q3 202329
JANUS HENDERSON GROUP PLC 2620.00%0.02%0.20%Q4 2014Q3 202328
SIGNATUREFD, LLC 2310.00%0.00%0.01%Q2 2014Q3 202328
Pacer Advisors, Inc. 1330.00%0.05%0.14%Q4 2015Q3 202328
BROWN BROTHERS HARRIMAN & CO 28280.00%0.01%0.13%Q4 2016Q3 202328
Russell Investments Group, Ltd. 28280.01%0.02%0.04%Q4 2016Q3 202328
ROWLANDMILLER & PARTNERS.ADV 15130.06%0.08%0.09%Q4 2014Q4 202128
Jefferies Group LLC 1720.00%0.01%0.06%Q2 2013Q3 202228
Glenview Trust Co 28280.02%0.02%0.02%Q4 2016Q3 202328
FIFTH THIRD BANCORP 1540.00%0.00%0.00%Q4 2013Q3 202328
Tandem Investment Advisors, Inc. 28281.91%3.00%4.04%Q4 2016Q3 202328
WCM INVESTMENT MANAGEMENT, LLC 15120.00%0.02%0.10%Q3 2016Q3 202327
Carroll Financial Associates, Inc. 27270.00%0.00%0.00%Q2 2015Q4 202127
WELLINGTON MANAGEMENT GROUP LLP 1710.00%0.00%0.01%Q2 2013Q3 202327
Creative Planning 1720.00%0.00%0.00%Q4 2014Q3 202327
DUPONT CAPITAL MANAGEMENT CORP 27270.01%0.07%0.18%Q4 2016Q2 202327
SevenBridge Financial Group, LLC 14130.06%0.12%0.28%Q2 2016Q3 202327
Robeco Institutional Asset Management B.V. 2340.00%0.04%0.12%Q3 2016Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.02%Q2 2013Q4 201927
Municipal Employees' Retirement System of Michigan 2060.05%0.09%0.11%Q3 2013Q1 202026
Raymond James Financial Services Advisors, Inc. 26260.00%0.00%0.01%Q2 2017Q3 202326
Steward Partners Investment Advisory, LLC 26260.02%0.03%0.06%Q2 2017Q3 202326
Crossmark Global Holdings, Inc. 2510.02%0.03%0.04%Q3 2016Q3 202326
MADISON INVESTMENT HOLDINGS INC 26260.52%0.96%1.50%Q2 2013Q3 201926
Southeast Asset Advisors Inc. 26260.13%0.61%1.06%Q2 2017Q3 202326
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 15110.00%0.64%1.14%Q1 2016Q3 202326
LAZARD ASSET MANAGEMENT LLC 2120.01%0.02%0.03%Q2 2013Q3 202326
Veritable, L.P. 25250.01%0.02%0.02%Q2 2017Q2 202325
Polar Capital LLP 25250.13%0.33%0.71%Q4 2013Q4 201925
EARNEST PARTNERS LLC 2410.00%0.00%0.00%Q4 2016Q3 202325
EATON VANCE MANAGEMENT 25250.00%0.00%0.01%Q3 2016Q3 202225
WEDBUSH SECURITIES INC 25250.03%0.04%0.06%Q3 2017Q3 202325
Proficio Capital Partners LLC 14110.00%0.04%0.12%Q1 2016Q3 202325
Harbor Advisors LLC 25250.21%0.27%0.39%Q3 2017Q3 202325
JANE STREET GROUP, LLC 1410.00%0.00%0.01%Q1 2014Q3 202324
TEACHERS ADVISORS, LLC 24240.01%0.01%0.02%Q2 2013Q1 201924
OGOREK ANTHONY JOSEPH /NY/ /ADV 24240.01%0.01%0.02%Q4 2017Q3 202324
ORRSTOWN FINANCIAL SERVICES INC 24240.00%0.70%1.55%Q2 2016Q1 202224
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 24240.03%0.06%0.12%Q4 2017Q3 202324
State of Alaska, Department of Revenue 24240.01%0.02%0.03%Q4 2017Q3 202324
MetLife Investment Management, LLC 24240.03%0.05%0.07%Q4 2017Q3 202324
Glassman Wealth Services 24240.00%0.00%0.00%Q4 2017Q3 202324
TIAA CREF INVESTMENT MANAGEMENT LLC 24240.00%0.01%0.01%Q2 2013Q1 201924
APG Asset Management N.V. 24240.01%0.26%0.52%Q4 2017Q3 202324
Advisory Services Network, LLC 24240.06%0.08%0.10%Q4 2017Q3 202324
HOWE & RUSLING INC 1510.00%0.00%0.01%Q1 2014Q3 202224
Employees Retirement System of Texas 1860.01%0.03%0.06%Q3 2013Q3 202124
LS Investment Advisors, LLC 24240.01%0.02%0.04%Q2 2015Q1 202124
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.02%Q4 2017Q3 202324
IBM Retirement Fund 1590.02%0.02%0.04%Q2 2013Q1 202224
CAPTRUST FINANCIAL ADVISORS 2210.01%0.07%0.33%Q4 2017Q3 202323
BNP Paribas Asset Management Holding S.A. 1150.00%0.01%0.01%Q1 2014Q3 202323
OAKBROOK INVESTMENTS LLC 1510.01%0.03%0.18%Q2 2013Q4 201923
Man Group plc 23230.00%0.03%0.16%Q1 2018Q3 202323
AdvisorNet Financial, Inc 23230.00%0.00%0.01%Q4 2017Q2 202323
BDO Wealth Advisors, LLC 2210.08%0.13%0.20%Q2 2017Q2 202323
Parallel Advisors, LLC 2210.00%0.00%0.01%Q2 2017Q3 202323
Treasurer of the State of North Carolina 23230.02%0.03%0.04%Q1 2018Q3 202323
OPPENHEIMER ASSET MANAGEMENT INC. 2030.00%0.01%0.01%Q1 2017Q3 202323
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. 23230.09%0.17%0.38%Q1 2014Q3 201923
COMMERCE BANK 1310.00%0.01%0.01%Q3 2013Q3 202322
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 2110.00%0.09%0.21%Q1 2017Q3 202222
NOMURA ASSET MANAGEMENT CO LTD 2010.00%0.04%0.14%Q2 2016Q3 202322
Quantbot Technologies LP 910.00%0.12%0.41%Q2 2013Q3 202322
FIRST QUADRANT LLC/CA 22220.00%0.16%0.52%Q4 2015Q1 202122
Cutler Group LLC / CA 510.00%0.00%0.02%Q4 2015Q4 202022
Ruggie Capital Group 1440.03%1.23%8.46%Q4 2014Q3 202022
Horizon Kinetics 22220.01%0.01%0.01%Q3 2013Q4 201822
Penserra Capital Management LLC 950.00%0.02%0.30%Q4 2015Q3 202322
TWO SIGMA ADVISERS, LP 810.00%0.02%0.10%Q3 2013Q2 202322
Liberty Mutual Group Asset Management Inc. 22220.03%0.10%0.20%Q2 2013Q3 201822
Squarepoint Ops LLC 620.00%0.02%0.09%Q1 2017Q3 202322
AMP Capital Investors Ltd 1410.00%0.01%0.02%Q4 2013Q3 202122
PRUDENTIAL PLC 21210.00%0.01%0.03%Q3 2018Q3 202321
HERMES INVESTMENT MANAGEMENT LTD 21210.54%0.74%1.29%Q2 2013Q2 201821
VIRGINIA RETIREMENT SYSTEMS ET AL 1620.01%0.04%0.18%Q3 2013Q4 202221
FIRST HAWAIIAN BANK 21210.02%0.04%0.06%Q3 2018Q3 202321
PALLADIUM PARTNERS LLC 1610.01%0.02%0.02%Q2 2013Q1 202221
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
CAPITAL FUND MANAGEMENT S.A. 510.00%0.02%0.10%Q2 2013Q3 202320
Lindbrook Capital, LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
Van Berkom & Associates Inc. 20200.60%2.16%3.43%Q2 2013Q1 201820
MEEDER ASSET MANAGEMENT INC 1610.00%0.02%0.08%Q4 2017Q3 202320
WHITTIER TRUST CO 20200.00%0.07%0.18%Q4 2018Q3 202320
PRIVATE TRUST CO NA 1910.02%0.09%0.17%Q3 2014Q3 202320
NATIXIS 710.00%0.04%0.15%Q1 2017Q3 202320
Paloma Partners Management Co 510.00%0.04%0.32%Q3 2013Q1 202220
SUNTRUST BANKS INC 1710.00%0.01%0.02%Q2 2013Q3 201920
CX Institutional 20200.06%0.09%0.12%Q4 2018Q3 202320
MACQUARIE GROUP LTD 1420.00%0.00%0.01%Q2 2014Q3 202320
BUCKHEAD CAPITAL MANAGEMENT LLC 20200.41%0.62%1.07%Q2 2013Q1 201820
TWO SIGMA INVESTMENTS, LP 710.00%0.02%0.10%Q2 2013Q1 202320
TOWER BRIDGE ADVISORS 20200.13%0.51%0.94%Q4 2018Q3 202320
ALTRINSIC GLOBAL ADVISORS LLC 19190.03%0.85%1.67%Q1 2014Q3 201819
AE Wealth Management LLC 19190.02%0.04%0.12%Q1 2019Q3 202319
LORD, ABBETT & CO. LLC 620.01%0.06%0.16%Q2 2013Q2 202019
HighTower Advisors, LLC 1810.00%0.01%0.01%Q3 2017Q3 202319
SHELL ASSET MANAGEMENT CO 1810.00%0.04%0.37%Q3 2013Q3 202319
Zions Bancorporation, N.A. 19190.00%0.00%0.00%Q1 2019Q3 202319
D.A. DAVIDSON & CO. 1720.00%0.01%0.05%Q2 2013Q3 202319
PhiloSmith Capital Corp 19195.94%6.78%8.22%Q4 2016Q2 202119
TORONTO DOMINION BANK 1610.00%0.01%0.03%Q1 2013Q3 202319
FRANKLIN RESOURCES INC 1450.00%0.00%0.01%Q1 2014Q3 202319
abrdn plc 19190.00%0.01%0.01%Q1 2019Q3 202319
Weaver C. Barksdale & Associates, Inc. 19190.01%0.03%0.15%Q2 2013Q4 201719
ASHFORD CAPITAL MANAGEMENT INC 1180.06%0.69%1.42%Q2 2013Q4 202119
Findlay Park Partners LLP 19190.62%1.39%2.28%Q2 2013Q4 201719
CWM, LLC 1010.00%0.00%0.00%Q3 2017Q3 202319
ROYCE & ASSOCIATES LP 1170.00%0.02%0.08%Q2 2013Q2 201818
SCOUT INVESTMENTS, INC. 18180.16%0.85%1.63%Q2 2019Q3 202318
KELLEHER FINANCIAL ADVISORS 18180.73%1.28%1.82%Q2 2019Q3 202318
GSA CAPITAL PARTNERS LLP 410.01%0.04%0.14%Q3 2013Q3 202218
CIGNA INVESTMENTS INC /NEW 1260.01%0.04%0.13%Q3 2017Q1 202218
BANK OF NOVA SCOTIA 1410.00%0.01%0.03%Q1 2018Q3 202318
PGGM Investments 1710.01%0.12%0.20%Q1 2018Q3 202318
DELTA ASSET MANAGEMENT LLC/TN 1440.00%0.00%0.00%Q3 2018Q3 202318
Janney Montgomery Scott LLC 1710.00%0.02%0.05%Q3 2014Q3 202318
Nationwide Fund Advisors 18180.03%0.07%0.12%Q2 2013Q3 201718
CAPSTONE INVESTMENT ADVISORS, LLC 410.00%0.01%0.07%Q3 2016Q3 202318
DEAN INVESTMENT ASSOCIATES, LLC 18180.09%0.11%0.15%Q1 2015Q2 201918
Mitsubishi UFJ Trust & Banking Corp 17170.00%0.03%0.04%Q3 2019Q3 202317
ACADIAN ASSET MANAGEMENT LLC 910.00%0.04%0.19%Q1 2018Q3 202317
RIVERHEAD CAPITAL MANAGEMENT LLC 17170.00%0.02%0.05%Q3 2015Q3 201917
FIRST FINANCIAL CORP /IN/ 17170.00%0.01%0.02%Q3 2019Q3 202317
CHILTON INVESTMENT CO INC. 1010.01%0.14%0.83%Q1 2016Q3 202317
State of New Jersey Common Pension Fund D 17170.02%0.03%0.04%Q3 2019Q3 202317
CAPSTONE ASSET MANAGEMENT CO 17170.01%0.01%0.02%Q2 2013Q2 201717
TUDOR INVESTMENT CORP ET AL 1110.00%0.08%0.27%Q4 2013Q2 202317
NOMURA HOLDINGS INC 610.00%0.00%0.01%Q2 2013Q3 202317
J.P. Morgan Private Wealth Advisors LLC 17170.00%0.00%0.01%Q3 2019Q3 202317
FIL Ltd 17170.01%0.03%0.05%Q3 2019Q3 202317
WFG Advisors, LP 17170.00%0.01%0.01%Q2 2013Q2 201717
Joel Isaacson & Co., LLC 17170.00%0.00%0.00%Q4 2012Q4 201617
DnB Asset Management AS 17170.01%0.01%0.02%Q4 2019Q4 202317
Stonebridge Capital Advisors LLC 1250.03%0.03%0.03%Q2 2019Q3 202317
Echo Street Capital Management LLC 810.01%0.67%2.96%Q3 2013Q3 202317
HARTFORD INVESTMENT MANAGEMENT CO 920.00%0.03%0.05%Q2 2017Q3 202317
Connor, Clark & Lunn Investment Management Ltd. 1510.00%0.03%0.10%Q2 2018Q3 202317
Hyperion Capital Advisors LP 16160.28%0.62%0.95%Q4 2019Q3 202316
Asset Management One Co., Ltd. 16160.02%0.03%0.03%Q4 2019Q3 202316
Prana Capital Management, LP 620.34%1.19%3.72%Q4 2017Q3 202316
TAP Consulting, LLC 810.04%0.89%1.66%Q1 2019Q2 202316
FIDUCIARY TRUST CO 16160.01%0.01%0.01%Q4 2019Q3 202316
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 16160.02%0.08%0.14%Q4 2019Q3 202316
Integrated Investment Consultants, LLC 710.02%0.09%0.17%Q1 2016Q3 202316
Ensign Peak Advisors, Inc 16160.00%0.02%0.04%Q4 2019Q3 202316
Daiwa Securities Group Inc. 16160.00%0.01%0.01%Q4 2019Q3 202316
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 16160.05%0.08%0.10%Q4 2019Q3 202316
Mitsubishi UFJ Asset Management Co., Ltd. 16160.02%0.03%0.06%Q4 2019Q3 202316
MATTERN CAPITAL MANAGEMENT, LLC 16161.13%1.31%1.52%Q4 2019Q3 202316
South Dakota Investment Council 1330.00%0.01%0.02%Q3 2014Q4 202116
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 16160.00%0.01%0.06%Q4 2019Q3 202316
WOLVERINE TRADING, LLC 510.00%0.00%0.00%Q3 2017Q3 202316
Skandinaviska Enskilda Banken AB (publ) 16160.01%0.02%0.02%Q4 2019Q3 202316
Sumitomo Mitsui Trust Holdings, Inc. 16160.02%0.03%0.05%Q4 2019Q3 202316
Verition Fund Management LLC 810.00%0.10%0.53%Q3 2016Q3 202316
Unigestion Holding SA 1150.02%0.06%0.15%Q3 2018Q3 202216
Mariner, LLC 1150.00%0.01%0.01%Q2 2018Q3 202316
Cannell & Co. 1420.01%0.01%0.02%Q2 2019Q3 202316
ING GROEP NV 810.01%0.02%0.04%Q2 2017Q2 202316
ExodusPoint Capital Management, LP 820.01%0.08%0.61%Q2 2019Q3 202316
Plante Moran Financial Advisors, LLC 1210.00%0.00%0.02%Q4 2016Q1 202316
Resonant Capital Advisors, LLC 16160.08%0.12%0.25%Q4 2019Q3 202316
Prestige Wealth Management Group LLC 1510.00%0.00%0.01%Q4 2018Q3 202316
CI INVESTMENTS INC. 16160.00%0.00%0.01%Q4 2019Q3 202316
IFM Investors Pty Ltd 16160.02%0.04%0.05%Q4 2019Q3 202316
NORDEA INVESTMENT MANAGEMENT AB 16160.00%0.00%0.00%Q4 2019Q3 202316
Madison Asset Management, LLC 16160.89%1.15%1.39%Q4 2019Q3 202316
Engineers Gate Manager LP 510.01%0.06%0.22%Q1 2015Q1 202316
Sumitomo Mitsui DS Asset Management Company, Ltd 16160.02%0.02%0.03%Q4 2019Q3 202316
Marks Group Wealth Management, Inc 16160.77%0.89%1.04%Q4 2019Q3 202316
Korea Investment CORP 16160.01%0.02%0.03%Q4 2019Q3 202316
Prospera Financial Services Inc 16160.04%0.05%0.07%Q4 2019Q3 202316
WASHINGTON TRUST Co 1510.00%0.00%0.00%Q2 2018Q3 202316
Rockefeller Capital Management L.P. 1510.00%0.01%0.10%Q1 2019Q2 202316
Gulf International Bank (UK) Ltd 16160.03%0.04%0.04%Q4 2019Q3 202316
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 16160.01%0.02%0.02%Q4 2019Q3 202316
Vident Investment Advisory, LLC 15150.02%0.13%0.32%Q4 2019Q2 202315
I.G. INVESTMENT MANAGEMENT, LTD. 15150.00%0.00%0.01%Q2 2013Q4 201615
Centaur Capital 10101.86%4.82%7.51%Q2 2016Q3 201815
OppenheimerFunds, Inc. 1410.00%0.00%0.05%Q1 2013Q1 201915
Checchi Capital Advisers, LLC 1210.01%0.02%0.03%Q1 2016Q3 202315
CWS Financial Advisors, LLC 870.11%0.17%0.23%Q4 2019Q3 202315
OFI Advisors LLC 1140.01%0.02%0.02%Q3 2011Q3 201515
AlphaCrest Capital Management LLC 15150.01%0.09%0.23%Q1 2019Q3 202215
NumerixS Investment Technologies Inc 810.00%0.03%0.07%Q3 2015Q2 202015
Schonfeld Strategic Advisors LLC 610.03%0.12%0.34%Q1 2016Q3 202315
Procyon Advisors, LLC 15150.08%0.11%0.15%Q1 2020Q3 202315
FARMERS & MERCHANTS INVESTMENTS INC 870.00%0.00%0.00%Q2 2014Q3 202315
BlackRock Investment Management, LLC 15150.01%0.02%0.02%Q2 2013Q4 201615
Livforsakringsbolaget Skandia, Omsesidigt 15150.00%0.01%0.02%Q1 2020Q3 202315
OSSIAM 730.00%0.03%0.05%Q2 2019Q3 202315
CENTRAL TRUST Co 960.00%0.01%0.04%Q3 2017Q3 202315
BOSTON FINANCIAL MANGEMENT LLC 15150.72%1.42%1.72%Q1 2020Q3 202315
Banque Cantonale Vaudoise 15150.01%0.01%0.02%Q1 2020Q3 202315
Sepio Capital, LP 15150.05%0.13%0.16%Q1 2020Q3 202315
Dynamic Technology Lab Private Ltd 310.02%0.19%0.68%Q4 2011Q3 202315
BlackRock Fund Advisors 15150.03%0.03%0.04%Q2 2013Q4 201615
Point72 Hong Kong Ltd 510.00%0.05%0.13%Q4 2016Q3 202215
BLACKROCK ADVISORS LLC 15150.00%0.01%0.02%Q2 2013Q4 201615
Private Capital Group, LLC 1230.00%0.00%0.02%Q3 2018Q2 202215
WHITTIER TRUST CO OF NEVADA INC 15150.03%0.06%0.14%Q1 2020Q3 202315
HWG Holdings LP 620.02%1.18%3.14%Q3 2019Q4 202315
Point72 Asset Management, L.P. 410.00%0.06%0.19%Q2 2017Q3 202315
BELLEVUE ASSET MANAGEMENT, LLC 1230.00%0.00%0.00%Q4 2019Q3 202315
MASSMUTUAL TRUST CO FSB/ADV 1110.00%0.00%0.00%Q1 2016Q4 202315
Advisor Group, Inc. 15150.01%0.01%0.02%Q2 2016Q4 201915
BlackRock Institutional Trust Company, N.A. 15150.02%0.02%0.02%Q2 2013Q4 201615
BlackRock Group LTD 15150.01%0.01%0.02%Q2 2013Q4 201615
AXA S.A. 1310.00%0.04%0.12%Q2 2015Q3 202315
NewEdge Advisors, LLC 1210.01%0.26%3.74%Q4 2014Q3 202315
River Wealth Advisors LLC 1230.00%0.04%0.06%Q2 2018Q3 202315
GABLES CAPITAL MANAGEMENT INC. 15150.02%0.03%0.04%Q1 2020Q3 202315
Column Capital Advisors, LLC 15150.02%0.02%0.02%Q1 2020Q3 202315
SYNOVUS FINANCIAL CORP 910.00%0.00%0.01%Q2 2013Q2 202015
Valeo Financial Advisors, LLC 15150.00%0.00%0.00%Q3 2017Q1 202115
OSAIC HOLDINGS, INC. 15150.01%0.01%0.02%Q1 2020Q3 202315
FIRST MERCANTILE TRUST CO 1220.01%0.07%0.17%Q2 2013Q4 201914
National Pension Service 14140.00%0.02%0.05%Q2 2020Q3 202314
Baird Financial Group, Inc. 14140.01%0.02%0.04%Q2 2020Q3 202314
Neuberger Berman Group LLC 1110.00%0.01%0.01%Q2 2013Q3 202314
XPONANCE, INC. 14140.01%0.03%0.05%Q2 2020Q3 202314
Occidental Asset Management, LLC 14140.08%0.13%0.18%Q2 2020Q3 202314
Andra AP-fonden 950.06%0.18%0.30%Q4 2019Q2 202314
Handelsbanken Fonder AB 14140.01%0.01%0.02%Q2 2020Q3 202314
Motley Fool Wealth Management, LLC 14140.40%1.17%1.64%Q2 2020Q3 202314
SIMPLEX TRADING, LLC 510.00%0.00%0.01%Q4 2016Q1 202314
ETF MANAGERS GROUP, LLC 810.00%0.01%0.02%Q1 2016Q4 202114
Twin Tree Management, LP 410.00%0.00%0.01%Q1 2018Q3 202314
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 14140.01%0.03%0.05%Q2 2017Q3 202014
Ruane, Cunniff & Goldfarb 14140.00%0.37%0.58%Q2 2013Q3 201614
SHINE INVESTMENT ADVISORY SERVICES INC 14140.01%0.02%0.02%Q2 2017Q3 202014
ATTICUS WEALTH MANAGEMENT, LLC 860.00%0.02%0.03%Q1 2020Q3 202314
Wealthspire Advisors, L.P. 14140.00%0.01%0.02%Q4 2015Q1 201914
WESTPAC BANKING CORP 14140.01%0.01%0.02%Q4 2019Q1 202314
LOUNTZIS ASSET MANAGEMENT, LLC 14144.75%5.63%6.84%Q2 2020Q3 202314
STRS OHIO 860.00%0.00%0.01%Q2 2018Q1 202214
Three Peaks Capital Management, LLC 14140.16%1.11%1.45%Q2 2018Q3 202114
GATEWAY INVESTMENT ADVISERS LLC 14140.00%0.07%0.13%Q2 2020Q3 202314
Weitz Investment Management 14140.11%0.78%1.15%Q2 2013Q3 201614
BOK Financial Private Wealth, Inc. 14140.13%0.17%0.21%Q2 2020Q3 202314
VOLORIDGE INVESTMENT MANAGEMENT, LLC 610.00%0.05%0.13%Q4 2016Q3 202314
DUNCKER STREETT & CO INC 1130.00%0.00%0.00%Q3 2014Q3 202314
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 14140.00%0.04%0.11%Q2 2020Q3 202314
REGIONS FINANCIAL CORP 860.00%0.01%0.02%Q2 2013Q1 201914
Symmetry Partners, LLC 14140.02%0.02%0.03%Q3 2020Q4 202314
Assenagon Asset Management S.A. 710.00%0.06%0.22%Q4 2017Q3 202314
Cordasco Financial Network 13130.01%0.01%0.01%Q2 2019Q2 202213
Financial Enhancement Group LLC 13130.04%0.07%0.10%Q3 2020Q3 202313
6 Meridian 940.02%0.04%0.06%Q4 2017Q4 202113
Vestcor Inc 13130.01%0.02%0.04%Q3 2020Q3 202313
Calamos Advisors LLC 850.00%0.00%0.01%Q1 2015Q3 202213
BP PLC 13130.02%0.03%0.04%Q2 2018Q2 202113
CASTLEARK MANAGEMENT LLC 1210.08%0.14%0.20%Q2 2013Q3 202013
Altshuler Shaham Ltd 810.00%0.00%0.02%Q4 2017Q1 202213
ICON ADVISERS INC/CO 13130.02%0.03%0.08%Q2 2013Q2 201613
SEVEN EIGHT CAPITAL, LP 410.04%0.10%0.24%Q4 2016Q3 202313
TRUST CO OF VERMONT 610.01%0.01%0.01%Q1 2020Q3 202313
TFC Financial Management, Inc. 13130.01%0.01%0.01%Q3 2020Q3 202313
SEEYOND 13130.03%0.05%0.07%Q4 2019Q4 202213
AGF Investments LLC 1210.00%0.09%0.30%Q4 2016Q2 202113
Mosaic Family Wealth, LLC 850.01%0.05%0.08%Q4 2015Q1 201913
MinichMacGregor Wealth Management, LLC 1210.02%0.02%0.02%Q4 2015Q4 202213
Parkside Financial Bank & Trust 13130.00%0.01%0.02%Q3 2020Q3 202313
Xcel Wealth Management, LLC 13130.08%0.12%0.17%Q3 2020Q3 202313
JANICZEK WEALTH MANAGEMENT, LLC 13130.00%0.01%0.01%Q3 2020Q3 202313
LOOMIS SAYLES & CO L P 940.00%0.05%0.10%Q2 2013Q4 202213
Independent Advisor Alliance 13130.00%0.15%0.42%Q3 2020Q3 202313
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 850.00%0.85%1.58%Q2 2013Q3 202313
Financial Gravity Asset Management, Inc. 1210.00%0.01%0.03%Q1 2018Q3 202313
Penobscot Investment Management Company, Inc. 13130.05%0.13%0.24%Q3 2020Q3 202313
CIM, LLC 13130.17%0.22%0.27%Q4 2019Q4 202213
Illinois Municipal Retirement Fund 13130.02%0.02%0.03%Q3 2020Q3 202313
CULLEN/FROST BANKERS, INC. 850.00%0.00%0.00%Q1 2019Q1 202313
Spectrum Management Group, LLC 1030.00%0.01%0.01%Q3 2015Q4 201913
Motley Fool Asset Management LLC 13130.12%0.80%1.09%Q3 2020Q3 202313
NN Investment Partners Holdings N.V. 13130.94%1.18%1.39%Q1 2019Q1 202213
Somerset Trust Co 13130.13%0.15%0.18%Q4 2020Q4 202313
V Wealth Advisors LLC 1110.28%0.35%0.42%Q2 2020Q2 202312
SkyView Investment Advisors, LLC 12120.00%0.08%0.20%Q4 2020Q3 202312
FRED ALGER MANAGEMENT, LLC 530.00%0.02%0.08%Q2 2013Q4 202212
Alberta Investment Management Corp 930.00%0.03%0.06%Q1 2020Q3 202312
BUCKINGHAM STRATEGIC WEALTH, LLC 12120.01%0.01%0.01%Q4 2020Q3 202312
JANUS HENDERSON INVESTORS US LLC 810.00%0.00%0.01%Q2 2013Q1 201712
Stadion Money Management, LLC 12120.03%0.08%0.13%Q2 2013Q1 201612
Sabal Trust CO 1020.02%0.03%0.11%Q3 2019Q3 202312
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 12120.07%0.15%0.23%Q4 2020Q3 202312
OneDigital Investment Advisors LLC 930.00%0.01%0.02%Q2 2017Q3 202312
Qube Research & Technologies Ltd 710.01%0.05%0.12%Q2 2018Q3 202312
Flinton Capital Management LLC 12120.01%0.03%0.05%Q4 2016Q3 201912
RUSSELL FRANK CO/ 12120.00%0.01%0.02%Q2 2013Q1 201612
Quantitative Systematic Strategies LLC 610.06%0.42%0.81%Q4 2013Q3 202012
Weiss Multi-Strategy Advisers LLC 710.07%0.25%0.74%Q2 2013Q3 202312
Running Oak Capital LLC 751.60%1.91%3.10%Q4 2019Q3 202312
Elo Mutual Pension Insurance Co 12120.03%0.04%0.04%Q4 2020Q3 202312
BB&T SECURITIES, LLC 1110.01%0.03%0.05%Q3 2014Q3 201912
Moors & Cabot, Inc. 12120.02%0.02%0.03%Q4 2020Q3 202312
KENNEDY CAPITAL MANAGEMENT LLC 12120.01%0.10%0.35%Q4 2020Q3 202312
Capital Directions Investment Advisors, LLC 720.08%0.13%0.27%Q3 2019Q4 202212
Achmea Investment Management B.V. 12120.00%0.08%0.18%Q3 2020Q2 202312
Bruderman Asset Management, LLC 840.02%0.13%0.40%Q2 2018Q2 202212
COUNTRY TRUST BANK 12120.00%0.00%0.00%Q4 2020Q3 202312
Tyers Asset Management LLC 12120.01%0.02%0.04%Q4 2016Q3 201912
Meiji Yasuda Asset Management Co Ltd. 1010.01%0.08%0.12%Q4 2019Q1 202312
QS Investors, LLC 12120.00%0.00%0.00%Q1 2016Q4 201812
TOKIO MARINE ASSET MANAGEMENT CO LTD 840.02%0.09%0.31%Q2 2013Q3 202312
Neuburgh Advisers LLC 12120.01%0.04%0.07%Q4 2016Q3 201912
Hotaling Investment Management, LLC 720.09%0.12%0.14%Q3 2019Q4 202212
INVESTMENT COUNSELORS OF MARYLAND LLC 12120.01%0.01%0.01%Q2 2013Q1 201612
Glen Harbor Capital Management LLC 12120.00%0.01%0.02%Q4 2016Q3 201912
Kesler, Norman & Wride, LLC 12120.26%0.39%0.59%Q4 2020Q3 202312
Bridgewater Associates 910.00%0.02%0.04%Q3 2015Q4 202212
COLDSTREAM CAPITAL MANAGEMENT INC 840.05%0.07%0.12%Q3 2020Q3 202312
Krane Funds Advisors LLC 740.00%0.02%0.04%Q2 2019Q2 202211
Manchester Capital Management LLC 920.00%0.03%0.08%Q3 2020Q3 202311
Spire Wealth Management 11110.00%0.00%0.00%Q1 2021Q3 202311
AHL Partners LLP 11110.01%0.05%0.23%Q2 2015Q4 201711
MERITAGE PORTFOLIO MANAGEMENT 11110.03%0.08%0.24%Q3 2018Q1 202111
STRATEGY ASSET MANAGERS LLC 740.05%0.08%0.14%Q4 2020Q3 202311
Vontobel Holding Ltd. 1010.00%0.00%0.00%Q4 2020Q3 202311
Stone Ridge Asset Management LLC 11110.10%0.13%0.22%Q4 2017Q2 202011
Cetera Advisor Networks LLC 810.00%0.00%0.01%Q2 2020Q3 202311
SNYDER CAPITAL MANAGEMENT L P 11110.57%0.71%0.86%Q1 2021Q3 202311
Tweedy, Browne Co LLC 11110.01%0.01%0.01%Q2 2013Q4 201511
TRUEWEALTH LLC 11110.00%0.01%0.01%Q4 2017Q2 202011
Cadent Capital Advisors, LLC 1010.09%0.15%0.21%Q4 2020Q3 202311
ATLANTA CAPITAL MANAGEMENT CO L L C 11110.88%1.27%1.63%Q1 2020Q3 202211
CIBC WORLD MARKETS CORP 910.01%0.03%0.11%Q4 2019Q3 202311
MONTAG A & ASSOCIATES INC 11110.00%0.00%0.01%Q1 2021Q3 202311
PATHSTONE FAMILY OFFICE, LLC 620.00%0.01%0.01%Q1 2019Q3 202311
Berman Capital Advisors, LLC 11110.00%0.00%0.01%Q1 2019Q3 202111
Maryland State Retirement & Pension System 11110.02%0.04%0.09%Q1 2021Q3 202311
CIBC Private Wealth Group, LLC 11110.01%0.23%0.40%Q1 2021Q3 202311
Piscataqua Savings Bank 11110.01%0.01%0.01%Q1 2021Q3 202311
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 1010.12%0.15%0.18%Q4 2019Q3 202211
Global Wealth Management Investment Advisory, Inc. 720.01%0.58%0.96%Q4 2018Q3 202311
Nelson Capital Management, LLC 1010.00%0.94%1.70%Q2 2013Q2 201711
Cornerstone Advisors, Inc. 11110.00%0.00%0.00%Q1 2018Q3 202011
KB FINANCIAL PARTNERS, LLC 11110.08%0.10%0.12%Q1 2021Q3 202311
1832 Asset Management L.P. 11110.00%0.02%0.03%Q1 2021Q3 202311
First Horizon Advisors, Inc. 610.00%0.00%0.00%Q1 2015Q3 202310
Jump Financial, LLC 910.02%0.14%0.36%Q4 2020Q3 202310
Mirae Asset Global Investments Co., Ltd. 910.00%0.00%0.01%Q1 2020Q3 202310
HRT FINANCIAL LP 310.01%0.04%0.10%Q3 2019Q3 202310
Inspire Investing, LLC 910.04%0.07%0.17%Q4 2020Q3 202310
Mattern Wealth Management LLC 10100.07%0.08%0.10%Q2 2021Q3 202310
Gilbert & Cook, Inc. 10100.04%0.07%0.11%Q2 2021Q3 202310
SCHWARTZ INVESTMENT COUNSEL INC 10100.45%0.93%1.55%Q2 2021Q3 202310
Amundi 10100.01%0.02%0.04%Q2 2021Q3 202310
Mayflower Financial Advisors, LLC 10100.03%0.05%0.07%Q2 2021Q3 202310
Quantinno Capital Management LP 640.13%0.19%0.32%Q3 2019Q3 202310
State of Wyoming 10100.01%0.02%0.05%Q2 2021Q3 202310
Concord Wealth Partners 640.00%0.00%0.01%Q1 2021Q3 202310
EAGLE ASSET MANAGEMENT INC 640.01%0.01%0.02%Q2 2013Q3 202310
Vanguard Personalized Indexing Management, LLC 10100.03%0.05%0.07%Q2 2021Q3 202310
Magnetar Financial LLC 310.00%0.01%0.04%Q2 2013Q4 202210
Wealthfront Advisers LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
Cresset Asset Management, LLC 820.00%0.12%0.26%Q4 2018Q3 202310
LEVIN CAPITAL STRATEGIES, L.P. 10100.01%0.05%0.15%Q3 2013Q4 201510
Diversified Trust Co 910.01%0.01%0.02%Q1 2021Q4 202310
SIMON QUICK ADVISORS, LLC 640.01%0.03%0.06%Q4 2020Q3 202310
Xact Kapitalforvaltning AB 10100.00%0.02%0.04%Q4 2017Q1 202010
Claro Advisors LLC 910.02%0.12%0.17%Q4 2018Q3 202310
Zions Bancorporation 610.00%0.00%0.00%Q1 2015Q1 201810
MEANS INVESTMENT CO., INC. 10100.04%0.05%0.05%Q2 2021Q3 202310
EXCHANGE TRADED CONCEPTS, LLC 810.00%0.05%0.28%Q1 2020Q4 202310
Brookstone Capital Management 10100.01%0.01%0.01%Q2 2021Q3 202310
Tidal Investments LLC 10100.01%0.03%0.09%Q2 2021Q3 202310
BAKER TILLY WEALTH MANAGEMENT, LLC 10100.04%0.07%0.12%Q2 2021Q3 202310
Darwin Wealth Management, LLC 810.03%0.05%0.06%Q2 2019Q3 202310
JACOBS LEVY EQUITY MANAGEMENT, INC 520.00%0.08%0.18%Q3 2013Q3 202310
Crestline Management, LP 210.04%0.34%0.57%Q2 2017Q3 202210
Vigilant Capital Management, LLC 640.00%0.00%0.00%Q2 2020Q4 202210
Dynamic Capital Management Ltd 410.06%0.18%0.42%Q2 2013Q4 201710
Blueshift Asset Management, LLC 410.03%0.10%0.32%Q4 2018Q4 202210
Laird Norton Wetherby Wealth Management, LLC 10100.02%0.02%0.02%Q2 2021Q3 202310
BAR HARBOR TRUST SERVICES 990.00%2.43%3.29%Q2 2020Q2 20229
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 990.00%0.02%0.04%Q3 2021Q3 20239
Archer Investment Corp 990.02%0.02%0.02%Q4 2019Q4 20219
WORLDQUANT MILLENNIUM ADVISORS LLC 540.02%0.21%0.52%Q2 2021Q3 20239
A.R.T. Advisors, LLC 410.01%0.04%0.09%Q3 2013Q3 20199
Magnus Financial Group LLC 990.02%0.04%0.06%Q4 2018Q4 20209
Kentucky Retirement Systems Insurance Trust Fund 990.04%0.04%0.05%Q3 2021Q3 20239
ClearBridge Investments 810.00%0.01%0.04%Q1 2014Q4 20169
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20149
WASHINGTON TRUST BANK 990.03%0.04%0.05%Q3 2021Q3 20239
Cipher Capital LP 210.02%0.19%0.48%Q3 2013Q2 20229
Kentucky Retirement Systems 990.04%0.04%0.05%Q3 2021Q3 20239
BENJAMIN EDWARDS INC 990.03%0.04%0.05%Q3 2021Q3 20239
PhiloSmith Capital Corp 996.72%7.79%8.81%Q3 2021Q3 20239
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 510.00%0.01%0.06%Q4 2019Q3 20239
Interval Partners, LP 410.04%0.16%0.40%Q2 2019Q1 20239
Trexquant Investment LP 210.02%0.04%0.08%Q3 2015Q3 20239
FORA Capital, LLC 310.02%0.08%0.17%Q4 2019Q3 20239
ALPHASIMPLEX GROUP, LLC 540.13%0.30%0.58%Q1 2019Q2 20219
TOBAM 410.00%0.01%0.01%Q3 2020Q3 20239
MSI Financial Services Inc 810.00%0.00%0.00%Q2 2013Q4 20169
Venturi Wealth Management, LLC 520.00%0.04%0.08%Q4 2018Q3 20239
RATIONAL ADVISORS LLC 810.00%0.22%0.42%Q1 2012Q3 20209
FDx Advisors, Inc. 410.01%0.04%0.06%Q3 2014Q3 20239
ENDEAVOUR CAPITAL ADVISORS INC 540.36%1.10%2.55%Q2 2013Q4 20169
FOX RUN MANAGEMENT, L.L.C. 310.10%0.23%0.49%Q3 2016Q3 20239
Chevy Chase Trust Holdings, LLC 990.03%0.03%0.04%Q3 2021Q3 20239
ADVISOR PARTNERS LLC 990.02%0.02%0.03%Q2 2020Q2 20229
AMUNDI ASSET MANAGEMENT US, INC. 990.01%0.02%0.04%Q1 2019Q1 20219
Norinchukin Bank, The 990.01%0.01%0.02%Q3 2021Q3 20239
PUBLIC SECTOR PENSION INVESTMENT BOARD 990.01%0.02%0.07%Q3 2021Q3 20239
COOKSON PEIRCE & CO INC 520.12%0.44%1.67%Q2 2013Q3 20239
Assured Investment Management LLC 810.01%0.08%0.15%Q3 2016Q4 20189
MANAGED ACCOUNT ADVISORS LLC 990.00%0.00%0.01%Q2 2013Q2 20159
SENTRY INVESTMENT MANAGEMENT LLC 990.03%0.04%0.05%Q3 2021Q3 20239
THOMPSON SIEGEL & WALMSLEY LLC 990.00%0.18%0.54%Q2 2016Q2 20189
MML INVESTORS SERVICES, LLC 990.00%0.00%0.01%Q3 2021Q3 20239
BARINGS LLC 510.01%0.01%0.02%Q3 2013Q3 20219
Carmignac Gestion 990.01%0.03%0.06%Q3 2021Q3 20239
ORSER CAPITAL MANAGEMENT, LLC 990.18%0.24%0.32%Q4 2017Q4 20199
Castleview Partners, LLC 810.00%0.03%0.06%Q2 2021Q3 20239
PINNACLE ASSOCIATES LTD 990.00%0.00%0.01%Q2 2021Q2 20239
Quent Capital, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
Bayesian Capital Management, LP 210.07%0.18%0.37%Q3 2016Q3 20228
Covestor Ltd 880.03%0.05%0.09%Q4 2021Q3 20238
SALEM INVESTMENT COUNSELORS INC 880.05%0.06%0.06%Q4 2021Q3 20238
NEXT Financial Group, Inc 220.00%0.01%0.02%Q2 2014Q4 20218
Gyon Technologies Capital Management, LP 530.06%0.36%0.84%Q3 2020Q4 20228
Faithward Advisors, LLC 530.04%0.54%1.72%Q1 2020Q1 20228
Neo Ivy Capital Management 310.03%0.32%0.71%Q1 2020Q3 20238
MARSHALL WACE, LLP 310.00%0.02%0.12%Q2 2018Q2 20238
Pearl River Capital, LLC 310.06%0.14%0.21%Q4 2018Q2 20228
PICTET ASSET MANAGEMENT SA 880.01%0.01%0.01%Q3 2021Q2 20238
Quadrature Capital Ltd 210.01%0.04%0.11%Q3 2016Q4 20218
Tributary Capital Management, LLC 880.04%0.08%0.11%Q4 2021Q3 20238
Annapolis Financial Services, LLC 880.02%0.03%0.03%Q4 2021Q3 20238
Integrity Financial Corp /WA 881.72%1.98%2.34%Q4 2021Q3 20238
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 880.42%0.54%0.69%Q4 2021Q3 20238
B. Metzler seel. Sohn & Co. AG 880.00%0.01%0.01%Q4 2021Q3 20238
MERCER GLOBAL ADVISORS INC /ADV 880.00%0.00%0.00%Q4 2021Q3 20238
Global Retirement Partners, LLC 710.00%0.00%0.00%Q1 2021Q3 20238
Richard Bernstein Advisors LLC 530.02%0.08%0.12%Q4 2017Q3 20228
Vancity Investment Management Ltd 881.06%1.79%2.71%Q4 2021Q3 20238
Marshall Wace North America L.P. 510.00%0.07%0.21%Q4 2013Q3 20208
HIGHBRIDGE CAPITAL MANAGEMENT LLC 710.07%0.15%0.23%Q2 2013Q3 20168
Forum Financial Management, LP 880.01%0.01%0.02%Q4 2021Q3 20238
TOWNSQUARE CAPITAL LLC 880.01%0.02%0.04%Q4 2021Q3 20238
Teza Capital Management LLC 210.03%0.22%0.46%Q4 2016Q1 20238
Lindenwold Advisors, INC 880.41%0.69%0.86%Q4 2021Q3 20238
FourThought Financial, LLC 880.04%0.06%0.08%Q4 2020Q3 20228
LONGFELLOW INVESTMENT MANAGEMENT CO LLC 880.00%0.00%0.00%Q4 2020Q3 20228
BerganKDV Wealth Management, LLC 880.00%0.00%0.00%Q3 2021Q2 20238
Compagnie Lombard Odier SCmA 880.09%0.14%0.16%Q1 2015Q4 20168
NATIONAL BANK OF CANADA /FI/ 880.00%0.02%0.08%Q4 2021Q3 20238
Harvest Fund Management Co., Ltd 620.00%0.00%0.01%Q3 2019Q3 20238
Bell Investment Advisors, Inc 620.00%0.00%0.00%Q3 2021Q3 20238
ArrowMark Colorado Holdings LLC 510.00%0.30%1.10%Q3 2013Q3 20238
TLP GROUP LLC 410.02%0.14%0.23%Q4 2015Q3 20188
RMB Capital Management, LLC 880.01%0.01%0.02%Q2 2021Q1 20238
Triad Investment Management 880.76%2.39%3.38%Q4 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.50%0.58%0.64%Q4 2021Q3 20238
JFS WEALTH ADVISORS, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Covey Capital Advisors, LLC 881.76%2.89%3.48%Q4 2021Q3 20238
Rehmann Capital Advisory Group 710.00%0.01%0.08%Q1 2011Q3 20198
USA FINANCIAL FORMULAS 410.00%0.31%1.27%Q3 2018Q3 20238
First Personal Financial Services 710.00%0.00%0.01%Q4 2015Q2 20198
PRELUDE CAPITAL MANAGEMENT, LLC 210.00%0.01%0.04%Q1 2014Q3 20228
Holland Advisory Services, Inc. 880.55%0.64%0.73%Q4 2021Q3 20238
FIRST CITIZENS BANK & TRUST CO 620.01%0.02%0.03%Q2 2013Q3 20218
American Portfolios Advisors 510.00%0.00%0.00%Q3 2019Q3 20228
Virtu KCG Holdings LLC 410.00%0.01%0.03%Q3 2013Q1 20178
PICTET ASSET MANAGEMENT LTD 710.00%0.01%0.01%Q1 2018Q2 20218
YOUSIF CAPITAL MANAGEMENT, LLC 880.04%0.10%0.12%Q4 2021Q3 20238
Allworth Financial LP 880.00%0.00%0.00%Q4 2021Q3 20238
SPRING CAPITAL MANAGEMENT, LLC 884.74%5.46%5.97%Q4 2021Q3 20238
Distillate Capital Partners LLC 880.64%0.76%0.84%Q4 2020Q3 20228
Wealthcare Advisory Partners LLC 880.00%0.00%0.00%Q2 2018Q1 20208
Capital Returns Management, LLC 623.52%5.19%8.74%Q4 2013Q1 20188
MARSHFIELD ASSOCIATES 440.23%5.17%8.28%Q2 2013Q2 20158
Dundas Partners LLP 882.63%2.84%3.02%Q4 2021Q3 20238
STEVENS CAPITAL MANAGEMENT LP 510.03%0.14%0.24%Q2 2013Q2 20228
WESTPORT ASSET MANAGEMENT INC 880.29%0.65%1.39%Q2 2013Q1 20158
FIRST MANHATTAN CO. LLC. 710.00%0.00%0.01%Q1 2014Q3 20228
FIRST NATIONAL BANK OF OMAHA 880.29%0.42%0.52%Q4 2021Q3 20238
UMB Bank, n.a. 880.11%0.13%0.14%Q4 2021Q3 20238
ARCADIA INVESTMENT MANAGEMENT CORP/MI 710.01%0.02%0.02%Q2 2016Q3 20188
Cross Staff Investments Inc 880.68%0.76%0.82%Q4 2021Q3 20238
Destiny Wealth Partners, LLC 620.00%0.00%0.01%Q4 2020Q4 20228
Markel Corporation 770.14%0.33%0.42%Q2 2013Q4 20147
LINCOLN NATIONAL CORP 770.01%0.02%0.02%Q1 2019Q3 20207
OXFORD ASSET MANAGEMENT LLP 310.00%0.07%0.27%Q1 2017Q3 20197
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Sowell Financial Services LLC 770.00%0.00%0.01%Q3 2019Q1 20217
Fieldpoint Private Securities, LLC 770.01%0.01%0.01%Q4 2020Q2 20227
GPS Wealth Strategies Group, LLC 430.00%0.00%0.01%Q4 2021Q3 20237
Brookfield Asset Management 320.00%0.05%0.09%Q2 2021Q2 20237
Virtus Fund Advisers, LLC 770.00%0.04%0.25%Q2 2014Q4 20157
SMITH SHELLNUT WILSON LLC /ADV 520.10%0.13%0.16%Q4 2021Q3 20237
M&G INVESTMENT MANAGEMENT LTD 520.00%0.00%0.01%Q2 2020Q1 20237
Placemark Investments, Inc. 770.02%0.03%0.04%Q2 2013Q4 20147
Quantamental Technologies LLC 510.02%0.18%0.76%Q4 2018Q2 20227
Asset Dedication, LLC 430.00%0.00%0.00%Q3 2021Q3 20237
MENTA CAPITAL LLC 110.04%0.14%0.22%Q2 2013Q3 20187
SeaCrest Wealth Management, LLC 610.00%0.00%0.00%Q4 2017Q2 20227
OCCUDO QUANTITATIVE STRATEGIES LP 310.08%0.18%0.30%Q4 2020Q1 20237
BlackRock Japan Co. Ltd 610.00%0.00%0.01%Q2 2013Q2 20167
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 770.08%0.30%0.37%Q2 2015Q4 20167
Centiva Capital, LP 210.01%0.02%0.05%Q4 2019Q3 20237
FORSTA AP-FONDEN 310.03%0.04%0.06%Q1 2020Q3 20237
WINTON GROUP Ltd 310.00%0.19%0.57%Q2 2014Q3 20227
EULAV Asset Management 770.04%0.09%0.13%Q2 2013Q4 20147
Schechter Investment Advisors, LLC 770.02%0.03%0.03%Q1 2022Q3 20237
Graves Light Lenhart Wealth, Inc. 770.01%0.02%0.03%Q4 2020Q2 20227
MV CAPITAL MANAGEMENT, INC. 770.00%0.00%0.00%Q1 2022Q3 20237
River Road Asset Management, LLC 770.17%0.24%0.31%Q3 2014Q1 20167
Beaird Harris Wealth Management, LLC 770.00%0.01%0.04%Q1 2022Q3 20237
WESTPORT ADVISERS LLC 770.45%1.48%2.43%Q2 2013Q4 20147
Cumberland Partners Ltd 430.06%0.07%0.09%Q1 2021Q4 20227
Metis Global Partners, LLC 770.03%0.05%0.06%Q1 2022Q3 20237
Provident Wealth Management, LLC 610.11%0.13%0.15%Q3 2020Q3 20237
RAMSEY QUANTITATIVE SYSTEMS 770.54%0.69%0.83%Q3 2015Q1 20177
EVERMAY WEALTH MANAGEMENT LLC 770.20%0.22%0.24%Q1 2022Q3 20237
Keeley-Teton Advisors, LLC 770.06%0.08%0.10%Q1 2022Q3 20237
Vestmark Advisory Solutions, Inc. 610.04%0.05%0.06%Q2 2020Q2 20237
Ethic Inc. 770.01%0.02%0.02%Q1 2022Q3 20237
CARILLON TOWER ADVISERS, INC. 770.04%0.18%0.33%Q2 2019Q4 20207
Rockbridge Investment Management, LCC 770.00%0.00%0.00%Q2 2020Q4 20217
TILIA FIDUCIARY PARTNERS, INC. 770.04%0.05%0.05%Q4 2021Q2 20237
Vest Financial, LLC 771.23%1.42%1.68%Q1 2022Q3 20237
Cerity Partners LLC 770.00%0.02%0.04%Q1 2022Q3 20237
SouthState Corp 520.00%0.00%0.01%Q3 2021Q2 20237
Candriam S.C.A. 430.01%0.06%0.15%Q3 2017Q3 20237
JOURNEY STRATEGIC WEALTH LLC 520.01%0.02%0.03%Q4 2021Q3 20237
AIGEN INVESTMENT MANAGEMENT, LP 210.04%0.17%0.34%Q1 2021Q3 20237
PDT Partners, LLC 110.01%0.03%0.05%Q3 2013Q2 20226
Moloney Securities Asset Management, LLC 660.04%0.16%0.23%Q4 2020Q1 20226
Atria Investments, Inc 420.01%0.02%0.03%Q1 2019Q3 20236
Next Level Private LLC 220.30%0.34%0.38%Q4 2021Q3 20236
Virtu Financial LLC 210.01%0.04%0.11%Q3 2017Q2 20236
CSat Investment Advisory, L.P. 660.00%0.01%0.01%Q2 2019Q3 20206
FineMark National Bank & Trust 510.00%0.01%0.02%Q2 2015Q2 20206
BCM ADVISORS, LLC 661.03%1.58%2.50%Q2 2022Q3 20236
K.J. Harrison & Partners Inc 660.20%0.53%1.01%Q3 2019Q4 20206
Center for Financial Planning, Inc. 660.00%0.00%0.01%Q4 2019Q1 20216
DAVENPORT & Co LLC 660.00%0.00%0.00%Q2 2022Q3 20236
COLUMBIA WANGER ASSET MANAGEMENT LLC 660.21%0.23%0.27%Q2 2013Q3 20146
Redpoint Investment Management Pty Ltd 660.02%0.03%0.04%Q2 2021Q3 20226
HBK INVESTMENTS L P 510.00%0.02%0.06%Q2 2013Q2 20176
BRYN MAWR CAPITAL MANAGEMENT INC 510.64%0.86%1.03%Q2 2013Q4 20146
Czech National Bank 660.04%0.04%0.05%Q3 2022Q4 20236
Cribstone Capital Management, LLC 660.00%0.00%0.00%Q4 2017Q1 20196
Versor Investments LP 420.02%0.10%0.19%Q1 2022Q3 20236
Kingsview Wealth Management, LLC 410.01%0.04%0.09%Q1 2020Q3 20236
MOTIVE WEALTH ADVISORS 660.18%0.83%1.10%Q2 2021Q3 20226
TUCKER ASSET MANAGEMENT LLC 510.00%0.00%0.00%Q4 2021Q3 20236
DC Investments Management, LLC 660.19%0.30%0.40%Q4 2017Q1 20196
SPEECE THORSON CAPITAL GROUP INC 661.02%1.87%2.72%Q2 2022Q3 20236
Liontrust Investment Partners LLP 660.42%1.28%1.59%Q2 2022Q3 20236
GENEVA CAPITAL MANAGEMENT LLC 660.66%0.89%1.02%Q2 2013Q3 20146
Hirtle Callaghan & Co LLC 660.00%0.00%0.00%Q3 2013Q4 20146
STUDIO INVESTMENT MANAGEMENT LLC 660.12%0.13%0.14%Q2 2022Q3 20236
SJS Investment Consulting Inc. 510.00%0.00%0.02%Q1 2022Q3 20236
Itau Unibanco Holding S.A. 310.00%0.01%0.02%Q2 2018Q1 20206
Disciplined Investments, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
Spouting Rock Asset Management, LLC 660.33%0.51%0.77%Q2 2022Q3 20236
REGENTATLANTIC CAPITAL LLC 660.02%0.02%0.03%Q2 2021Q3 20226
INTECH INVESTMENT MANAGEMENT LLC 660.07%0.10%0.13%Q2 2022Q3 20236
SRS Capital Advisors, Inc. 420.00%0.03%0.09%Q3 2018Q3 20236
Parkwood LLC 660.04%0.07%0.10%Q2 2015Q3 20166
BAR HARBOR WEALTH MANAGEMENT 660.71%0.79%0.91%Q2 2022Q3 20236
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 660.02%0.02%0.03%Q2 2022Q3 20236
Edgestream Partners, L.P. 410.07%0.56%1.37%Q2 2021Q2 20236
Klingman & Associates, LLC 660.17%0.18%0.20%Q2 2022Q3 20236
CURIAN CAPITAL LLC 660.01%0.01%0.02%Q3 2014Q4 20156
BAHL & GAYNOR INC 660.01%0.01%0.01%Q2 2013Q3 20146
UNITED SERVICES AUTOMOBILE ASSOCIATION 660.00%0.00%0.00%Q1 2018Q2 20196
Close Asset Management Ltd 662.82%3.83%4.79%Q2 2022Q3 20236
Virtus ETF Advisers LLC 410.01%0.29%0.45%Q2 2020Q3 20236
1919 Investment Counsel, LLC 660.05%0.06%0.07%Q2 2013Q3 20146
Capital Advisors, Ltd. LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Kerrisdale Advisers, LLC 330.58%3.76%7.31%Q1 2016Q4 20206
Larson Financial Group LLC 660.00%0.02%0.04%Q2 2022Q3 20236
Financial Management Professionals, Inc. 310.00%0.00%0.00%Q2 2021Q3 20236
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
WBI INVESTMENTS, LLC 660.10%0.16%0.24%Q1 2017Q2 20186
PIEDMONT INVESTMENT ADVISORS INC 510.00%0.02%0.03%Q2 2018Q1 20206
Legacy Financial Advisors, Inc. 660.00%0.00%0.00%Q4 2017Q1 20196
Laurion Capital Management LP 410.00%0.01%0.03%Q1 2018Q1 20226
HARBOUR INVESTMENTS, INC. 310.00%0.00%0.00%Q1 2021Q3 20236
Optimal Asset Management, Inc. 660.05%0.07%0.09%Q2 2020Q3 20216
Oakworth Capital, Inc. 660.00%0.00%0.00%Q4 2013Q1 20156
Schubert & Co 660.00%0.00%0.00%Q4 2021Q1 20236
BI Asset Management Fondsmaeglerselskab A/S 410.01%0.03%0.07%Q3 2019Q3 20236
Adams Chetwood Wealth Management LLC 660.30%0.33%0.35%Q4 2019Q1 20216
ADAGE CAPITAL PARTNERS GP, L.L.C. 210.01%0.03%0.08%Q1 2013Q2 20236
First National Advisers, LLC 660.75%0.89%1.02%Q2 2022Q3 20236
IEQ CAPITAL, LLC 660.01%0.01%0.01%Q2 2022Q3 20236
BlueCrest Capital Management Ltd 410.01%0.05%0.14%Q4 2017Q3 20196
AGF INVESTMENTS INC. 660.00%0.00%0.01%Q1 2020Q2 20216
Legacy Financial Strategies, LLC 660.71%0.81%0.94%Q2 2022Q3 20236
LMR Partners LLP 320.10%0.21%0.34%Q1 2019Q3 20235
Dorsey Wright & Associates 320.26%0.63%1.30%Q1 2020Q2 20225
FNY Investment Advisers, LLC 210.00%0.02%0.04%Q2 2018Q4 20225
FLAGSHIP HARBOR ADVISORS, LLC 550.00%0.00%0.00%Q3 2019Q3 20205
Capitolis Advisors LLC 550.04%0.06%0.11%Q4 2020Q4 20215
GLG LLC 550.08%0.09%0.10%Q1 2014Q1 20155
BOKF, NA 310.00%0.02%0.02%Q2 2020Q3 20235
PZENA INVESTMENT MANAGEMENT LLC 550.00%0.00%0.00%Q1 2017Q1 20185
Norway Savings Bank 550.01%0.01%0.02%Q3 2020Q3 20215
CLINTON GROUP INC 210.06%0.15%0.28%Q2 2013Q1 20185
Wilmington Funds Management Corp 550.48%0.55%0.64%Q2 2013Q2 20145
MCF Advisors LLC 550.01%0.01%0.02%Q3 2014Q3 20155
Horizon Investments, LLC 320.01%0.01%0.02%Q4 2021Q3 20235
Clarus Wealth Advisors 550.03%0.04%0.07%Q2 2018Q2 20195
Parametrica Management Ltd 210.09%0.22%0.31%Q4 2016Q1 20205
JSF Financial, LLC 320.16%0.22%0.26%Q3 2021Q3 20235
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 550.44%0.48%0.51%Q4 2021Q4 20225
CLEAR STREET MARKETS LLC 320.00%0.00%0.00%Q1 2022Q2 20235
TD Waterhouse Canada Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
Walleye Capital LLC 210.01%0.04%0.11%Q4 2020Q3 20225
MIRABELLA FINANCIAL SERVICES LLP 310.03%0.29%0.69%Q3 2020Q3 20235
BOOTHBAY FUND MANAGEMENT, LLC 410.01%0.02%0.05%Q3 2021Q3 20235
Ergoteles LLC 310.01%0.28%0.62%Q3 2020Q2 20225
WOLFF WIESE MAGANA LLC 320.00%0.00%0.00%Q2 2022Q3 20235
BROWN ADVISORY INC 320.00%0.00%0.00%Q1 2014Q3 20235
HANCOCK WHITNEY CORP 550.02%0.09%0.12%Q1 2016Q1 20175
DT Investment Partners, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
IronBridge Private Wealth, LLC 551.85%2.27%2.57%Q4 2020Q4 20215
DARK FOREST CAPITAL MANAGEMENT LP 320.00%0.09%0.16%Q4 2021Q3 20235
Walleye Trading LLC 110.00%0.00%0.00%Q4 2016Q2 20225
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 550.00%0.00%0.01%Q2 2019Q2 20205
BRANT POINT INVESTMENT MANAGEMENT LLC 310.15%0.54%0.87%Q2 2013Q1 20205
ELLINGTON MANAGEMENT GROUP LLC 320.09%0.16%0.21%Q2 2013Q4 20145
Phocas Financial Corp. 550.33%0.38%0.46%Q1 2016Q1 20175
Sciencast Management LP 210.07%0.20%0.37%Q1 2017Q3 20215
Pendal Group Ltd 310.00%0.00%0.01%Q2 2020Q4 20225
WESBANCO BANK INC 320.01%0.02%0.03%Q2 2013Q4 20145
ADVISOR PARTNERS II, LLC 550.04%0.04%0.04%Q3 2022Q3 20235
MUFG Securities EMEA plc 550.01%0.05%0.10%Q3 2020Q3 20215
SEI TRUST CO 320.00%0.01%0.01%Q2 2013Q3 20145
Tradition Wealth Management, LLC 550.02%0.02%0.02%Q3 2022Q3 20235
Visium Asset Management, LP 210.01%0.03%0.07%Q4 2013Q3 20155
ZWJ INVESTMENT COUNSEL INC 310.03%0.03%0.04%Q1 2017Q1 20215
TFO Wealth Partners, LLC 410.00%0.00%0.01%Q4 2021Q3 20235
Tredje AP-fonden 550.05%0.05%0.06%Q3 2022Q3 20235
Alaska Permanent Fund Corp 550.00%0.00%0.00%Q4 2021Q4 20225
GROUP ONE TRADING, L.P. 310.00%0.00%0.00%Q1 2014Q3 20225
Harvest Investment Services, LLC 550.21%0.37%0.44%Q4 2020Q4 20215
W.H. Cornerstone Investments Inc. 550.18%0.21%0.23%Q3 2022Q3 20235
Red Tortoise LLC 410.01%0.01%0.01%Q3 2021Q3 20235
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. 550.22%0.41%0.53%Q4 2019Q4 20205
NATIONAL PENN INVESTORS TRUST CO /PA 550.28%0.32%0.40%Q1 2015Q1 20165
Baker Avenue Asset Management, LP 440.00%0.02%0.03%Q4 2022Q3 20234
EQUITABLE TRUST CO 440.05%0.06%0.07%Q4 2022Q3 20234
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Qtron Investments LLC 310.10%0.13%0.15%Q3 2019Q3 20204
Foundry Partners, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
Perkins Investment Management, LLC 440.11%0.19%0.26%Q2 2013Q1 20144
Zurich Insurance Group Ltd/FI 210.03%0.07%0.11%Q2 2016Q3 20184
NAVELLIER & ASSOCIATES INC 440.54%0.62%0.77%Q1 2020Q4 20204
Fosun International Ltd 440.03%0.06%0.09%Q4 2022Q3 20234
Quantitative Investment Management, LLC 310.02%0.09%0.23%Q1 2020Q3 20214
Cerebellum GP, LLC 220.01%0.10%0.30%Q4 2017Q3 20204
TimesSquare Capital Management, LLC 440.61%0.65%0.68%Q4 2022Q3 20234
GREENLEAF TRUST 210.00%0.00%0.00%Q1 2022Q3 20234
PUTNAM INVESTMENTS LLC 310.01%0.01%0.01%Q1 2014Q1 20234
Geneos Wealth Management Inc. 220.00%0.00%0.00%Q4 2018Q3 20204
Pergamon Offshore Advisors, L.P. 440.56%0.77%0.99%Q4 2014Q3 20154
ENTERPRISE FINANCIAL SERVICES CORP 220.00%0.00%0.00%Q4 2014Q2 20214
KINGS POINT CAPITAL MANAGEMENT 440.01%0.01%0.01%Q2 2021Q1 20224
AIA Group Ltd 220.01%0.01%0.02%Q1 2022Q1 20234
SlateStone Wealth, LLC 440.05%0.06%0.07%Q4 2022Q3 20234
Vestpro Financial Partners, Inc. dba CPF Texas 440.22%0.23%0.25%Q4 2017Q3 20184
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 440.02%0.03%0.03%Q4 2020Q3 20214
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 310.07%0.24%0.40%Q3 2021Q3 20224
Washington Trust Advisors, Inc. 440.00%0.00%0.00%Q4 2021Q3 20224
SECOR Capital Advisors, LP 110.06%0.36%0.66%Q4 2013Q3 20184
HORIZON KINETICS ASSET MANAGEMENT LLC 440.01%0.01%0.01%Q1 2019Q4 20194
USS Investment Management Ltd 440.01%0.02%0.03%Q3 2021Q2 20224
Nine Chapters Capital Management LLC 310.14%0.26%0.37%Q2 2013Q4 20144
MAI Capital Management 440.00%0.00%0.01%Q3 2021Q2 20224
Corient Private Wealth LLC 440.00%0.03%0.04%Q4 2022Q3 20234
EP Wealth Advisors, LLC 310.01%0.01%0.01%Q3 2021Q3 20234
Price Wealth, LLC 440.00%0.00%0.00%Q3 2019Q2 20204
SAC Capital Advisors LP 440.00%0.00%0.01%Q2 2013Q1 20144
Y-Intercept (Hong Kong) Ltd 310.02%0.09%0.16%Q4 2020Q1 20234
WEALTHFRONT Corp 440.00%0.00%0.00%Q4 2014Q3 20154
OSTERWEIS CAPITAL MANAGEMENT INC 441.18%1.62%1.96%Q4 2022Q3 20234
Winton Capital Management Ltd 440.01%0.01%0.02%Q2 2013Q1 20144
Heron Bay Capital Management 440.45%1.55%2.08%Q4 2022Q3 20234
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP 440.78%0.86%0.96%Q4 2022Q3 20234
Heartland Bank & Trust Co 440.44%0.53%0.59%Q4 2021Q3 20224
C Partners Holding GmbH 440.04%0.08%0.11%Q4 2017Q3 20184
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 440.16%0.18%0.20%Q4 2022Q3 20234
GW&K Investment Management, LLC 220.00%0.00%0.00%Q1 2022Q3 20234
Private Advisor Group, LLC 310.00%0.05%0.09%Q2 2014Q2 20204
Absolute Return Capital, LLC 220.02%0.08%0.13%Q3 2013Q3 20154
NuWave Investment Management, LLC 310.06%0.10%0.14%Q3 2020Q3 20214
EverSource Wealth Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
OMERS ADMINISTRATION Corp 210.03%0.05%0.09%Q1 2018Q4 20194
AEGON ASSET MANAGEMENT UK PLC 440.04%0.06%0.09%Q1 2016Q4 20164
Triasima Portfolio Management inc. 440.11%0.19%0.28%Q4 2021Q3 20224
ADVANCE CAPITAL I INC 310.11%0.18%0.24%Q2 2013Q1 20154
CAXTON ASSOCIATES LP 220.04%0.10%0.15%Q1 2019Q2 20214
Trifecta Capital Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
CADENCE CAPITAL MANAGEMENT LLC 440.10%0.11%0.12%Q3 2016Q2 20174
Farther Finance Advisors, LLC 440.02%0.03%0.04%Q4 2022Q3 20234
Argentus Capital Management, LLC 440.00%0.06%0.18%Q4 2015Q3 20164
BLAIR WILLIAM & CO/IL 220.00%0.00%0.00%Q2 2013Q1 20154
SRB CORP 310.03%0.07%0.10%Q4 2021Q4 20224
Athanor Capital, LP 440.02%0.04%0.07%Q2 2020Q1 20214
AIA Investment Management Private Ltd 440.02%0.02%0.03%Q4 2019Q3 20204
BB&T INVESTMENT SERVICES, INC. 440.04%0.09%0.11%Q1 2017Q4 20174
Beacon Pointe Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Coronation Fund Managers Ltd. 440.02%0.03%0.03%Q4 2022Q3 20234
ASSETMARK, INC 210.00%0.00%0.00%Q3 2015Q1 20204
Stux Capital Management, LLC 310.17%0.27%0.34%Q2 2013Q2 20144
Strategic Wealth Partners, Ltd. 440.07%0.12%0.16%Q2 2022Q1 20234
Capital Investment Advisory Services, LLC 440.03%0.03%0.04%Q4 2018Q3 20194
ASCEND CAPITAL, LLC 440.22%0.30%0.37%Q2 2013Q1 20144
Bellwether Advisors, LLC 310.00%0.19%0.43%Q3 2021Q3 20224
ARMSTRONG ADVISORY GROUP, INC 440.00%0.00%0.00%Q4 2022Q3 20234
Crow Point Partners, LLC 440.01%0.03%0.07%Q2 2017Q1 20184
MONEY CONCEPTS CAPITAL CORP 440.00%0.00%0.00%Q1 2022Q4 20224
Commonwealth Equity Services, Inc 440.00%0.00%0.00%Q4 2016Q3 20174
Timber Hill LLC 210.00%0.00%0.00%Q3 2013Q4 20144
JDM Financial Group LLC 440.00%0.00%0.00%Q4 2022Q3 20234
EVOKE WEALTH, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 440.14%0.15%0.16%Q1 2022Q4 20224
GLOBEFLEX CAPITAL L P 440.48%0.55%0.62%Q2 2013Q1 20144
Campbell & CO Investment Adviser LLC 310.17%0.26%0.31%Q4 2013Q3 20224
Live Oak Investment Partners 440.00%0.00%0.00%Q4 2022Q3 20234
Gillson Capital LP 110.44%1.01%2.06%Q4 2016Q2 20224
EVERENCE CAPITAL MANAGEMENT INC 440.07%0.08%0.08%Q4 2022Q3 20234
Koshinski Asset Management, Inc. 330.01%0.01%0.01%Q3 2021Q1 20223
Oak Thistle LLC 330.19%0.40%0.64%Q1 2023Q3 20233
Roundview Capital LLC 330.06%0.08%0.10%Q1 2023Q3 20233
RAINIER INVESTMENT MANAGEMENT LLC 330.33%0.34%0.35%Q2 2013Q4 20133
NorthCoast Asset Management LLC 330.01%0.05%0.07%Q4 2013Q2 20143
Fiduciary Trust Co International of Pennsylvania 330.01%0.01%0.01%Q2 2019Q4 20193
PATTEN & PATTEN INC/TN 330.05%0.06%0.06%Q3 2016Q1 20173
CITIZENS FINANCIAL GROUP INC/RI 330.00%0.00%0.00%Q4 2019Q2 20203
Hillsdale Investment Management Inc. 330.08%0.08%0.09%Q2 2013Q4 20133
Bridgefront Capital, LLC 110.14%0.30%0.56%Q4 2020Q3 20233
OSTRUM ASSET MANAGEMENT 330.06%0.07%0.08%Q1 2023Q3 20233
Machina Capital S.A.S. 110.12%0.35%0.56%Q3 2019Q3 20233
Realta Investment Advisors 330.01%0.01%0.01%Q2 2019Q4 20193
Savant Capital, LLC 330.01%0.01%0.02%Q1 2023Q3 20233
Ledyard National Bank 330.00%0.00%0.00%Q4 2013Q2 20143
Simplicity Solutions, LLC 210.01%0.04%0.10%Q1 2019Q4 20203
Quilter Plc 330.00%0.00%0.00%Q1 2023Q3 20233
JOYN Advisors, Inc. 330.00%0.00%0.00%Q2 2018Q4 20183
PEAK6 Group LLC 110.00%0.00%0.00%Q4 2016Q4 20163
Desjardins Global Asset Management Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
Retirement Group, LLC 330.01%0.01%0.01%Q4 2021Q2 20223
DRIEHAUS CAPITAL MANAGEMENT LLC 210.01%0.01%0.02%Q2 2013Q1 20203
Fidelis Capital Partners, LLC 330.11%0.11%0.12%Q1 2023Q3 20233
MACKAY SHIELDS LLC 330.02%0.02%0.02%Q3 2021Q1 20223
ALLSTATE CORP 330.01%0.01%0.02%Q2 2022Q4 20223
McAdam, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
SOUTH TEXAS MONEY MANAGEMENT LTD 210.01%0.30%0.65%Q3 2017Q3 20193
AJO, LP 110.00%0.01%0.03%Q3 2018Q3 20203
TWINBEECH CAPITAL LP 210.03%0.11%0.16%Q4 2020Q3 20213
SYMPHONY ASSET MANAGEMENT LLC 330.04%0.09%0.11%Q1 2018Q3 20183
Iron Horse Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Cetera Investment Advisers 330.00%0.00%0.00%Q1 2022Q3 20223
Bensler, LLC 330.36%0.38%0.39%Q1 2022Q3 20223
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
TURNER INVESTMENTS LLC 330.09%0.21%0.38%Q2 2013Q4 20133
Orion Portfolio Solutions, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Vinva Investment Management Ltd 330.02%0.03%0.04%Q1 2023Q3 20233
Jackson, Grant Investment Advisers, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
GQ Asset Management, LLC 210.05%0.11%0.20%Q1 2019Q1 20203
RQSI Ltd 330.25%0.37%0.43%Q4 2014Q2 20153
Gryphon Financial Partners LLC 330.00%0.00%0.01%Q4 2017Q2 20183
Crewe Advisors LLC 330.00%0.00%0.00%Q2 2022Q4 20223
Ascent Group, LLC 330.03%0.03%0.04%Q2 2022Q4 20223
Quarry LP 330.00%0.01%0.01%Q4 2022Q2 20233
Engrave Wealth Partners LLC 330.00%0.01%0.01%Q4 2019Q2 20203
Jaffetilchin Investment Partners, LLC 330.08%0.13%0.16%Q2 2018Q4 20183
Carmel Capital Partners, LLC 330.06%0.09%0.11%Q1 2023Q3 20233
West Oak Capital, LLC 330.01%0.01%0.02%Q4 2021Q2 20223
WEALTHCARE CAPITAL MANAGEMENT LLC 210.00%0.00%0.00%Q1 2015Q4 20193
GLG INC. 330.06%0.08%0.08%Q2 2013Q4 20133
MALTESE CAPITAL MANAGEMENT LLC 330.26%0.49%0.75%Q2 2013Q4 20133
Nilsine Partners, LLC 330.07%0.07%0.08%Q1 2023Q3 20233
Avior Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Carnick & Kubik, LLC 110.05%0.09%0.12%Q4 2013Q1 20163
WRIGHT INVESTORS SERVICE INC 210.10%0.15%0.25%Q2 2015Q4 20193
MUFG Americas Holdings Corp 110.00%0.09%0.26%Q2 2013Q3 20223
Heritage Wealth Advisors 330.00%0.00%0.00%Q4 2020Q2 20213
tru Independence LLC 210.00%0.10%0.19%Q2 2020Q1 20213
Petrus Trust Company, LTA 210.02%0.03%0.04%Q3 2020Q3 20233
AGF MANAGEMENT LTD 210.00%0.00%0.00%Q4 2022Q3 20233
BREWIN DOLPHIN LTD 330.09%0.47%0.79%Q4 2021Q2 20223
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 330.01%0.01%0.01%Q4 2018Q2 20193
WestEnd Advisors, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Stratos Wealth Partners, LTD. 210.00%0.00%0.00%Q4 2017Q3 20183
FORT, L.P. 210.01%0.01%0.02%Q3 2018Q3 20193
Aquatic Capital Management LLC 110.05%0.08%0.14%Q4 2021Q3 20233
TIVERTON ASSET MANAGEMENT LLC 330.02%0.03%0.05%Q1 2019Q3 20193
Ancora Advisors LLC 330.00%0.00%0.00%Q1 2023Q3 20233
UBS OCONNOR LLC 110.00%0.07%0.20%Q1 2014Q2 20153
Alyeska Investment Group, L.P. 210.15%0.83%1.27%Q2 2013Q4 20223
Zimmer Partners, LP 330.21%0.34%0.57%Q2 2022Q4 20223
Brinker Capital Investments, LLC 110.00%0.00%0.01%Q2 2013Q3 20163
Gideon Capital Advisors, Inc. 110.12%0.14%0.15%Q4 2013Q3 20193
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 330.12%0.13%0.13%Q2 2020Q4 20203
Truvvo Partners LLC 330.07%0.08%0.10%Q2 2017Q4 20173
Ellevest, Inc. 330.04%0.05%0.05%Q1 2020Q3 20203
FormulaFolio Investments, LLC 330.01%0.01%0.01%Q2 2020Q4 20203
Kestra Advisory Services, LLC 210.00%0.00%0.01%Q2 2022Q3 20233
Hexagon Capital Partners LLC 330.00%0.00%0.00%Q1 2023Q3 20233
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 330.00%0.00%0.00%Q4 2016Q2 20173
Calvert Investment Management, Inc. 220.01%0.01%0.01%Q4 2015Q1 20162
Lombard Odier Asset Management (Switzerland) SA 220.07%0.20%0.33%Q3 2014Q4 20142
Counterpoint Mutual Funds LLC 110.01%0.06%0.12%Q2 2021Q2 20232
Donoghue Forlines LLC 110.35%0.36%0.38%Q3 2019Q3 20202
Aquila Investment Management LLC 220.74%0.91%1.09%Q4 2021Q1 20222
Avion Wealth 220.00%0.00%0.00%Q2 2023Q3 20232
Key FInancial Inc 220.00%0.00%0.00%Q2 2023Q3 20232
Aureus Asset Management, LLC 220.05%0.06%0.06%Q3 2020Q4 20202
Blue Sky Asset Management, LLC 110.02%0.27%0.53%Q1 2018Q4 20182
Allred Capital Management, LLC 110.02%0.02%0.02%Q4 2019Q1 20212
GeoWealth Management, LLC 220.01%0.04%0.07%Q2 2023Q3 20232
Railway Pension Investments Ltd 220.02%0.02%0.02%Q1 2020Q2 20202
DECADE CAPITAL MANAGEMENT LLC 220.11%0.38%0.65%Q2 2013Q3 20132
COLONY GROUP LLC 220.29%0.31%0.33%Q2 2013Q3 20132
Q3 Asset Management 220.10%0.18%0.26%Q2 2023Q3 20232
CrestPoint Capital Management, LLC 220.54%0.56%0.58%Q3 2014Q4 20142
STANCORP INVESTMENT ADVISERS INC 220.00%0.00%0.00%Q4 2014Q1 20152
Summit Financial, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
KALMAR INVESTMENTS INC /DE/ 220.85%0.88%0.91%Q3 2013Q4 20132
CreativeOne Wealth, LLC 220.02%0.03%0.04%Q2 2023Q3 20232
WELD CAPITAL MANAGEMENT LLC 110.09%0.16%0.23%Q4 2018Q2 20212
Orion Capital Management LLC 110.03%0.03%0.04%Q1 2023Q3 20232
FJ Capital Management LLC 220.09%0.13%0.17%Q2 2023Q3 20232
Spark Investment Management LLC 220.15%0.21%0.27%Q3 2019Q4 20192
Psagot Value Holdings Ltd. / (Israel) 220.00%0.00%0.00%Q2 2023Q3 20232
Integrated Advisors Network LLC 220.05%0.08%0.12%Q2 2023Q3 20232
Holocene Advisors, LP 220.02%0.02%0.03%Q1 2023Q2 20232
BBVA USA Bancshares, Inc. 220.01%0.01%0.01%Q4 2014Q1 20152
Alera Investment Advisors, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Airain ltd 220.15%0.16%0.16%Q3 2013Q4 20132
MQS Management LLC 110.30%0.35%0.40%Q2 2022Q3 20232
DSM CAPITAL PARTNERS LLC 220.02%0.02%0.02%Q3 2013Q4 20132
Integrated Wealth Concepts LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Catalyst Capital Advisors LLC 220.06%0.08%0.09%Q2 2023Q3 20232
Park Place Capital Corp 220.00%0.00%0.00%Q2 2023Q3 20232
Point72 Middle East FZE 110.01%0.03%0.04%Q4 2022Q3 20232
Destination Wealth Management 220.00%0.00%0.00%Q1 2019Q2 20192
CRAMER ROSENTHAL MCGLYNN LLC 220.64%0.67%0.69%Q2 2013Q3 20132
Jackson Creek Investment Advisors LLC 220.22%0.23%0.23%Q2 2023Q3 20232
Fortitude Advisory Group L.L.C. 220.02%0.02%0.02%Q4 2021Q1 20222
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT 220.06%0.06%0.06%Q1 2013Q2 20132
CAROLINAS WEALTH CONSULTING LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Riverview Trust Co 220.01%0.01%0.01%Q2 2022Q3 20222
Steward Financial Group LLC 110.00%0.00%0.00%Q2 2022Q3 20232
AXXCESS WEALTH MANAGEMENT, LLC 220.01%0.01%0.02%Q2 2023Q3 20232
Cetera Advisors LLC 220.02%0.02%0.02%Q3 2014Q4 20142
TOCQUEVILLE ASSET MANAGEMENT L.P. 220.00%0.00%0.00%Q2 2023Q3 20232
Headlands Technologies LLC 220.03%0.04%0.05%Q2 2023Q3 20232
HHM Wealth Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Numeric Investors LLC 220.01%0.01%0.01%Q3 2013Q4 20132
PARADIGM ASSET MANAGEMENT CO LLC 220.10%0.10%0.10%Q2 2022Q3 20222
B. Riley Wealth Advisors, Inc. 110.00%0.01%0.02%Q2 2014Q4 20142
JNBA Financial Advisors 110.00%0.00%0.00%Q3 2016Q1 20222
First Capital Advisors Group, LLC. 110.01%0.02%0.02%Q1 2018Q2 20232
Edge Capital Group, LLC 220.00%0.47%0.93%Q2 2022Q3 20222
Fortis Capital Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Shilanski & Associates, Inc. 220.51%0.54%0.56%Q1 2022Q2 20222
Jane Street Holding, LLC 220.00%0.01%0.01%Q2 2013Q3 20132
BLUE ARROW CAPITAL MANAGEMENT LLC 220.25%0.53%0.82%Q2 2014Q3 20142
Summit Global Investments 220.21%0.22%0.24%Q4 2021Q1 20222
HAP Trading, LLC 220.01%0.02%0.03%Q3 2013Q4 20132
Mn Services Vermogensbeheer B.V. 220.07%0.08%0.08%Q2 2023Q3 20232
Maven Securities LTD 110.01%0.29%0.56%Q3 2019Q1 20222
Emerald Acquisition Ltd. 220.00%0.00%0.00%Q2 2016Q3 20162
FNY Managed Accounts LLC 110.00%0.02%0.04%Q1 2015Q3 20172
COMMERZBANK AKTIENGESELLSCHAFT /FI 110.00%0.02%0.05%Q2 2013Q4 20132
Spears Abacus Advisors LLC 220.03%0.03%0.04%Q4 2018Q1 20192
ALPINE WOODS CAPITAL INVESTORS, LLC 220.01%0.01%0.01%Q1 2014Q2 20142
Cyndeo Wealth Partners, LLC 220.08%0.09%0.09%Q2 2023Q3 20232
Clark Capital Management Group, Inc. 220.00%0.00%0.00%Q4 2021Q1 20222
Revisor Wealth Management LLC 220.20%0.22%0.24%Q2 2023Q3 20232
STIFEL NICOLAUS & CO INC \MO\ 220.01%0.03%0.06%Q2 2013Q3 20132
Graypoint LLC 110.02%0.02%0.02%Q4 2021Q3 20232
West Tower Group, LLC 220.02%0.02%0.03%Q2 2023Q3 20232
Alpha Paradigm Partners, LLC 110.02%0.04%0.07%Q2 2021Q1 20222
ORG Partners LLC 220.09%0.13%0.16%Q2 2023Q3 20232
Credo Capital Management, LLC 221.05%1.13%1.21%Q3 2013Q4 20132
NEW ENGLAND ASSET MANAGEMENT INC 220.00%0.00%0.00%Q1 2015Q2 20152
DRW Securities, LLC 110.01%0.01%0.01%Q1 2020Q3 20212
Fund Management at Engine No. 1 LLC 220.04%0.04%0.04%Q2 2023Q3 20232
WealthShield Partners, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Intercontinental Wealth Advisors, LLC 220.01%0.01%0.01%Q3 2019Q4 20192
MOODY NATIONAL BANK TRUST DIVISION 220.01%0.01%0.01%Q2 2023Q3 20232
Credit Capital Investments LLC 110.47%0.49%0.52%Q2 2022Q1 20232
Pine Valley Investments Ltd Liability Co 220.02%0.02%0.02%Q2 2023Q3 20232
Southside Capital, LLC 220.39%0.40%0.41%Q3 2019Q4 20192
PSI Advisors, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
TIEDEMANN ADVISORS, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Legacy Capital Wealth Partners, LLC 110.08%0.10%0.12%Q1 2023Q3 20232
LBP AM SA 220.03%0.03%0.03%Q2 2023Q3 20232
ONTARIO TEACHERS PENSION PLAN BOARD 220.06%0.07%0.07%Q4 2018Q1 20192
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
USCA RIA LLC 220.32%0.32%0.33%Q4 2016Q1 20172
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.01%0.02%Q3 2021Q3 20232
Bartlett & Co. LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Capital Bank & Trust Co 220.00%0.00%0.00%Q3 2018Q4 20182
Capital World Investors 220.01%0.01%0.01%Q2 2023Q3 20232
CORBYN INVESTMENT MANAGEMENT INC/MD 220.27%0.27%0.28%Q1 2015Q2 20152
Colonial Trust Co / SC 220.00%0.00%0.00%Q2 2023Q3 20232
Schonfeld Group Holdings LLC 110.09%0.20%0.30%Q4 2013Q4 20152
First Trust Direct Indexing L.P. 220.02%0.03%0.03%Q2 2023Q3 20232
Personal Wealth Partners 220.00%0.00%0.00%Q3 2019Q4 20192
UniSuper Management Pty Ltd 220.00%0.00%0.00%Q2 2023Q3 20232
Edge Advisors, LLC 220.00%0.00%0.00%Q4 2016Q1 20172
Lumature Wealth Partners, LLC 220.14%0.16%0.17%Q1 2023Q2 20232
Farmers National Bank 220.01%0.01%0.01%Q1 2019Q2 20192
Invictus RG 110.09%0.16%0.22%Q4 2016Q3 20172
Yorktown Management & Research Co Inc 220.26%0.33%0.40%Q2 2022Q3 20222
Qsemble Capital Management, LP 110.36%0.42%0.48%Q4 2022Q2 20232
TFS CAPITAL LLC 220.01%0.01%0.02%Q2 2013Q3 20132
BOGLE INVESTMENT MANAGEMENT L P /DE/ 110.07%0.07%0.08%Q2 2016Q1 20182
Arlington Partners LLC 220.00%0.01%0.01%Q1 2023Q2 20232
Ceredex Value Advisors LLC 220.53%0.59%0.66%Q1 2023Q2 20232
CVA Family Office, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
CIBC WORLD MARKET INC. 110.00%0.00%0.00%Q1 2022Q3 20232
TOMPKINS FINANCIAL CORP 110.00%0.00%0.00%Q2 2016Q3 20172
Jupiter Investment Management Ltd 110.03%0.03%0.03%Q2 2014Q4 20142
NORTHERN TRUST CO OF CONNECTICUT 220.08%0.09%0.09%Q2 2013Q3 20132
LEUTHOLD GROUP, LLC 220.52%0.56%0.60%Q1 2016Q2 20162
TWIN CAPITAL MANAGEMENT INC 220.34%0.34%0.34%Q2 2018Q3 20182
iSAM Funds (UK) Ltd 220.54%0.58%0.62%Q2 2023Q3 20232
STONERIDGE INVESTMENT PARTNERS LLC 220.10%0.15%0.20%Q1 2017Q2 20172
Winfield Associates, Inc. 220.00%0.00%0.00%Q3 2017Q4 20172
Atom Investors LP 220.14%0.19%0.24%Q2 2023Q3 20232
City State Bank 220.00%0.00%0.00%Q2 2023Q3 20232
Truadvice, LLC 220.09%0.10%0.10%Q1 2023Q2 20232
CenterStar Asset Management, LLC 110.01%0.04%0.08%Q1 2022Q1 20222
Belpointe Asset Management LLC 220.01%0.01%0.01%Q4 2022Q1 20232
DoubleLine ETF Adviser LP 220.09%0.09%0.09%Q2 2023Q3 20232
ATLAS CAPITAL ADVISORS LLC 220.01%0.01%0.01%Q2 2022Q3 20222
Farmers & Merchants Trust Co of Chambersburg PA 220.01%0.01%0.01%Q3 2019Q4 20192
WEDGE CAPITAL MANAGEMENT L L P/NC 220.09%0.09%0.10%Q2 2023Q3 20232
Pine River Capital Management L.P. 110.00%0.01%0.02%Q3 2014Q4 20162
PATRON PARTNERS, LLC 220.17%0.19%0.21%Q4 2020Q1 20212
Syntal Capital Partners, LLC 220.12%0.14%0.16%Q2 2019Q3 20192
CTF Capital Management, LP 221.72%2.84%3.97%Q4 2021Q1 20222
Acrisure Capital Management, LLC 220.24%0.25%0.26%Q4 2022Q1 20232
PRW Wealth Management LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Prime Capital Investment Advisors, LLC 220.00%0.00%0.00%Q3 2019Q4 20192
NewEdge Wealth, LLC 110.03%0.03%0.03%Q2 2022Q2 20221
FORTE CAPITAL LLC /ADV 110.50%0.50%0.50%Q3 2023Q3 20231
Sound Financial Strategies Group, LLC 110.88%0.88%0.88%Q1 2022Q1 20221
Annis Gardner Whiting Capital Advisors, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Eudaimonia Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Sunbelt Securities, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Leucadia National 110.02%0.02%0.02%Q2 2023Q2 20231
ASSOCIATED BANC-CORP 110.00%0.00%0.00%Q1 2020Q1 20201
Seawolf Capital, LLC 112.14%2.14%2.14%Q2 2013Q2 20131
CAPITAL GUARDIAN TRUST CO 110.00%0.00%0.00%Q3 2018Q3 20181
First Affirmative Financial Network 110.17%0.17%0.17%Q4 2023Q4 20231
GREEN ARROW CAPITAL MANAGEMENT LLC 110.23%0.23%0.23%Q2 2013Q2 20131
OLIVER LAGORE VANVALIN INVESTMENT GROUP 110.00%0.00%0.00%Q2 2022Q2 20221
Century Capital Management, LLC 110.86%0.86%0.86%Q2 2013Q2 20131
Van Leeuwen & Company, LLC 111.70%1.70%1.70%Q1 2020Q1 20201
FENIMORE ASSET MANAGEMENT TRUST 113.97%3.97%3.97%Q3 2013Q3 20131
Industrial Alliance Investment Management Inc. 110.01%0.01%0.01%Q1 2023Q1 20231
HANSEATIC MANAGEMENT SERVICES INC 110.31%0.31%0.31%Q1 2020Q1 20201
NBC SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
Cordant, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
StoneX Group Inc. 110.21%0.21%0.21%Q1 2022Q1 20221
Claybrook Capital, LLC 110.09%0.09%0.09%Q2 2021Q2 20211
MIZUHO MARKETS AMERICAS LLC 110.11%0.11%0.11%Q3 2023Q3 20231
IndexIQ Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
LGT Financial Advisors LLC 110.02%0.02%0.02%Q3 2023Q3 20231
WCG Wealth Advisors LLC 110.15%0.15%0.15%Q3 2023Q3 20231
Hudson Bay Capital Management LP 110.05%0.05%0.05%Q2 2023Q2 20231
Colonial Trust Advisors 110.00%0.00%0.00%Q4 2022Q4 20221
NatWest Group plc 110.02%0.02%0.02%Q3 2013Q3 20131
IHT Wealth Management, LLC 110.04%0.04%0.04%Q2 2021Q2 20211
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Acrospire Investment Management LLC 110.03%0.03%0.03%Q2 2017Q2 20171
FAYEZ SAROFIM & CO 110.00%0.00%0.00%Q4 2021Q4 20211
TradeLink Capital LLC 112.37%2.37%2.37%Q3 2019Q3 20191
Covington Capital Management 110.00%0.00%0.00%Q4 2017Q4 20171
AXQ CAPITAL, LP 110.30%0.30%0.30%Q3 2023Q3 20231
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Empirical Finance, LLC 110.01%0.01%0.01%Q4 2016Q4 20161
Patriot Financial Group Insurance Agency, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Plaisance Capital LLC 110.38%0.38%0.38%Q1 2020Q1 20201
HOWLAND CAPITAL MANAGEMENT LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Cannon Global Investment Management, LLC 115.77%5.77%5.77%Q3 2021Q3 20211
Compass Ion Advisors, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
Paulson Wealth Management Inc. 110.00%0.00%0.00%Q4 2017Q4 20171
CNB Bank 110.00%0.00%0.00%Q2 2019Q2 20191
Dixon Hughes Goodman Wealth Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q4 2022Q4 20221
Segantii Capital Management Ltd 110.10%0.10%0.10%Q4 2021Q4 20211
CHILDRESS CAPITAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Pembroke Management, LTD 110.09%0.09%0.09%Q4 2013Q4 20131
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 110.01%0.01%0.01%Q2 2013Q2 20131
Allegis Investment Advisors, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Newbridge Financial Services Group, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Meritage Group LP 110.01%0.01%0.01%Q2 2022Q2 20221
Cavalier Investments, LLC 110.39%0.39%0.39%Q1 2020Q1 20201
Pictet Asset Management Holding SA 110.01%0.01%0.01%Q3 2023Q3 20231
Eisler Capital (UK) Ltd. 110.12%0.12%0.12%Q1 2022Q1 20221
Chemistry Wealth Management LLC 110.38%0.38%0.38%Q4 2021Q4 20211
SUMIT CAPITAL, LLC 110.53%0.53%0.53%Q4 2013Q4 20131
ASTER INVESTMENT MANAGEMENT CO INC 112.77%2.77%2.77%Q2 2013Q2 20131
Nebula Research & Development LLC 110.16%0.16%0.16%Q3 2023Q3 20231
ANDERSON HOAGLAND & CO 110.30%0.30%0.30%Q3 2013Q3 20131
Kore Private Wealth LLC 110.00%0.00%0.00%Q1 2019Q1 20191
D'Orazio & Associates, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
Utah Peaks Capital Inc 110.53%0.53%0.53%Q4 2022Q4 20221
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Princeton Alpha Management LP 110.04%0.04%0.04%Q2 2016Q2 20161
Hutchin Hill Capital, LP 110.02%0.02%0.02%Q3 2017Q3 20171
Farmer Steven Patrick 110.56%0.56%0.56%Q2 2022Q2 20221
CTC Alternative Strategies, Ltd. 110.53%0.53%0.53%Q4 2013Q4 20131
REFRAME WEALTH, LLC 110.28%0.28%0.28%Q4 2022Q4 20221
Pallas Capital Advisors LLC 110.02%0.02%0.02%Q3 2023Q3 20231
INCEPTIONR LLC 110.22%0.22%0.22%Q2 2023Q2 20231
ETRADE Capital Management LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Signition LP 110.14%0.14%0.14%Q2 2018Q2 20181
Safeguard Investment Advisory Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Golden State Equity Partners 110.07%0.07%0.07%Q3 2023Q3 20231
GENERAL MOTORS INVESTMENT MANAGEMENT CORP 110.07%0.07%0.07%Q2 2013Q2 20131
Crestone Asset Management LLC 110.09%0.09%0.09%Q2 2020Q2 20201
Radnor Capital Management, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Natixis Investment Managers International 110.01%0.01%0.01%Q1 2018Q1 20181
Parallax Volatility Advisers, L.P. 110.00%0.00%0.00%Q3 2018Q3 20181
CenterBook Partners LP 110.10%0.10%0.10%Q4 2022Q4 20221
Zweig-DiMenna Associates LLC 110.23%0.23%0.23%Q4 2013Q4 20131
GHP Investment Advisors, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
BOULDER HILL CAPITAL MANAGEMENT LP 110.35%0.35%0.35%Q3 2022Q3 20221
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
NORTHPOINTE CAPITAL LLC 110.91%0.91%0.91%Q3 2019Q3 20191
Altus Wealth Group LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Private Advisory Group LLC 110.18%0.18%0.18%Q1 2022Q1 20221
FourThought Financial Partners, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
BOSTON PRIVATE BANK & TRUST CO 110.00%0.00%0.00%Q1 2015Q1 20151
Fortis Capital Management LLC 112.00%2.00%2.00%Q2 2020Q2 20201
Csenge Advisory Group 110.00%0.00%0.00%Q3 2018Q3 20181
Miracle Mile Advisors, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
BOSTON ADVISORS LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Sageworth Trust Co 110.00%0.00%0.00%Q1 2023Q1 20231
PineBridge Investments, L.P. 110.00%0.00%0.00%Q1 2022Q1 20221
Highstreet Asset Management Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
MARSICO CAPITAL MANAGEMENT LLC 110.06%0.06%0.06%Q2 2013Q2 20131
Cassady Schiller Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Diametric Capital, LP 110.99%0.99%0.99%Q4 2018Q4 20181
iA Global Asset Management Inc. 110.03%0.03%0.03%Q3 2023Q3 20231
INTREPID CAPITAL MANAGEMENT INC 110.32%0.32%0.32%Q1 2020Q1 20201
Disciplined Equity Management, Inc. 110.26%0.26%0.26%Q2 2022Q2 20221
Mitsubishi UFJ Securities Holdings Co., Ltd. 110.31%0.31%0.31%Q2 2019Q2 20191
PARK AVENUE SECURITIES LLC 110.01%0.01%0.01%Q3 2023Q3 20231
One Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Irish Life Investment Managers Ltd. 110.02%0.02%0.02%Q2 2013Q2 20131
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
COLUMBUS CIRCLE INVESTORS 110.40%0.40%0.40%Q2 2013Q2 20131
Canton Hathaway, LLC 110.06%0.06%0.06%Q3 2020Q3 20201
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Phoenix Wealth Advisors 110.01%0.01%0.01%Q4 2020Q4 20201
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
Capula Management Ltd 110.00%0.00%0.00%Q3 2021Q3 20211
Regent Peak Wealth Advisors LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Sargent Bickham Lagudis LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Siemens Fonds Invest GmbH 110.02%0.02%0.02%Q3 2023Q3 20231
Delpha Capital Management, LLC 110.04%0.04%0.04%Q4 2017Q4 20171
CFS Investment Advisory Services, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
SMITH ASSET MANAGEMENT GROUP LP 110.58%0.58%0.58%Q1 2014Q1 20141
Thomasville National Bank 110.01%0.01%0.01%Q1 2015Q1 20151
Grey Fox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Financial Gravity Companies, Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
Atlas Private Wealth Advisors 110.00%0.00%0.00%Q1 2021Q1 20211
CANANDAIGUA NATIONAL BANK & TRUST CO 110.03%0.03%0.03%Q4 2023Q4 20231
Empirical Asset Management, LLC 110.49%0.49%0.49%Q1 2023Q1 20231
Sonora Investment Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
CHICAGO EQUITY PARTNERS LLC 110.01%0.01%0.01%Q4 2016Q4 20161
RITHOLTZ WEALTH MANAGEMENT 110.07%0.07%0.07%Q3 2022Q3 20221
Lido Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Alpine Global Management, LLC 110.64%0.64%0.64%Q4 2013Q4 20131
BAIRD ROBERT W & CO INC /WI/ 110.01%0.01%0.01%Q2 2013Q2 20131
OPTIMUM INVESTMENT ADVISORS 110.00%0.00%0.00%Q3 2019Q3 20191
Dean Capital Management 110.64%0.64%0.64%Q2 2019Q2 20191
Red Door Wealth Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
FFT WEALTH MANAGEMENT LLC 110.01%0.01%0.01%Q2 2021Q2 20211
TradeLink Global Equity LLC 110.76%0.76%0.76%Q4 2013Q4 20131
Junto Capital Management LP 111.63%1.63%1.63%Q3 2022Q3 20221
Numerai GP LLC 110.12%0.12%0.12%Q1 2023Q1 20231
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
COWEN AND COMPANY, LLC 110.09%0.09%0.09%Q3 2019Q3 20191
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q2 2017Q2 20171
Karp Capital Management Corp 110.00%0.00%0.00%Q1 2017Q1 20171
SOLARIS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2016Q3 20161
ALGERT GLOBAL LLC 110.17%0.17%0.17%Q4 2021Q4 20211
MONETA GROUP INVESTMENT ADVISORS LLC 110.00%0.00%0.00%Q2 2018Q2 20181
CENTRAL BANK & TRUST CO 110.00%0.00%0.00%Q1 2023Q1 20231
Cape Investment Advisory, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Chicago Partners Investment Group LLC 110.00%0.00%0.00%Q3 2018Q3 20181
DF DENT & CO INC 110.01%0.01%0.01%Q4 2013Q4 20131
GraniteShares Advisors LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Camarda Financial Advisors, LLC 110.12%0.12%0.12%Q1 2022Q1 20221
Monument Capital Management 110.00%0.00%0.00%Q3 2018Q3 20181
Sender Co & Partners, Inc. 111.22%1.22%1.22%Q3 2022Q3 20221
V-Square Quantitative Management LLC 110.08%0.08%0.08%Q3 2023Q3 20231
WRAPMANAGER INC 110.06%0.06%0.06%Q1 2022Q1 20221
Amalgamated Financial Corp. 110.05%0.05%0.05%Q1 2022Q1 20221
Covenant Multifamily Offices, LLC 110.06%0.06%0.06%Q2 2020Q2 20201
WIPFLI FINANCIAL ADVISORS LLC, 110.01%0.01%0.01%Q3 2022Q3 20221
Santa Fe Partners LLC 110.07%0.07%0.07%Q2 2013Q2 20131
Almanack Investment Partners, LLC. 110.00%0.00%0.00%Q3 2022Q3 20221
BlueCrest Capital Management LLP 110.07%0.07%0.07%Q4 2013Q4 20131
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
FCF Advisors LLC 111.13%1.13%1.13%Q4 2018Q4 20181
Waterloo Capital, L.P. 110.06%0.06%0.06%Q2 2023Q2 20231
Enlightenment Research, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
Wakefield Asset Management LLLP 110.07%0.07%0.07%Q2 2022Q2 20221
BRIDGEWAY CAPITAL MANAGEMENT, LLC 110.04%0.04%0.04%Q2 2022Q2 20221
BUCKINGHAM STRATEGIC PARTNERS, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Pluribus Labs, LLC 110.25%0.25%0.25%Q4 2021Q4 20211
KDI CAPITAL PARTNERS LLC 110.13%0.13%0.13%Q1 2018Q1 20181
Simply Money Advisors 110.00%0.00%0.00%Q2 2013Q2 20131
WALL STREET ASSOCIATES 110.12%0.12%0.12%Q2 2013Q2 20131
Summit Trail Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
QRG CAPITAL MANAGEMENT, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
TOEWS CORP /ADV 110.07%0.07%0.07%Q1 2022Q1 20221
CARLSON CAPITAL L P 110.29%0.29%0.29%Q1 2018Q1 20181
Strategic Blueprint, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
HB Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BNC WEALTH MANAGEMENT, LLC 110.04%0.04%0.04%Q3 2020Q3 20201
Claraphi Advisory Network, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
COMMONWEALTH BANK OF AUSTRALIA 110.01%0.01%0.01%Q1 2014Q1 20141
Wilmington Trust, National Association 110.01%0.01%0.01%Q2 2014Q2 20141
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
O'Shares Investment Advisers, LLC 110.23%0.23%0.23%Q2 2020Q2 20201
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO 110.04%0.04%0.04%Q3 2020Q3 20201
Horan Securities, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Knowledge Leaders Capital, LLC 110.96%0.96%0.96%Q1 2022Q1 20221
Vident Advisory, LLC 110.31%0.31%0.31%Q3 2023Q3 20231
Johnson Financial Group, Inc. 110.02%0.02%0.02%Q2 2023Q2 20231
Core Alternative Capital 110.00%0.00%0.00%Q4 2021Q4 20211
Wedmont Private Capital 110.06%0.06%0.06%Q3 2022Q3 20221
SteelPeak Wealth, LLC 110.09%0.09%0.09%Q1 2022Q1 20221
B. Metzler seel. Sohn & Co. Holding AG 110.00%0.00%0.00%Q2 2021Q2 20211
Operose Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
EXENCIAL WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Soros Fund Management 110.01%0.01%0.01%Q3 2014Q3 20141
ALLSTATE INVESTMENT MANAGEMENT CO 110.02%0.02%0.02%Q4 2022Q4 20221
TD Capital Management LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Kula Investments, LLC 110.22%0.22%0.22%Q4 2022Q4 20221
COMERICA SECURITIES,INC. 110.00%0.00%0.00%Q4 2022Q4 20221
ALPS ADVISORS INC 110.00%0.00%0.00%Q3 2023Q3 20231
Investment Management Corp of Ontario 110.15%0.15%0.15%Q3 2023Q3 20231
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Worth Asset Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Polar Asset Management Partners Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
My Personal CFO, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Infini Capital Management Ltd 110.18%0.18%0.18%Q2 2022Q2 20221
Arabesque Asset Management Ltd 110.21%0.21%0.21%Q4 2019Q4 20191
Philadelphia Financial Management of San Francisco, LLC 111.43%1.43%1.43%Q3 2016Q3 20161
Empowered Funds, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Consolidated Planning Corp 110.01%0.01%0.01%Q3 2021Q3 20211
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
MGO ONE SEVEN LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Sigma Planning Corp 110.12%0.12%0.12%Q1 2022Q1 20221
External links

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