CMS ENERGY CORP shareholder history

Current and past CMS ENERGY CORP shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.00%0.00%Q2 2013Q3 202394
GOLDMAN SACHS GROUP INC 4240.00%0.02%0.10%Q1 2012Q3 202384
Citadel Advisors 3110.00%0.01%0.11%Q2 2013Q3 202378
HUNTINGTON NATIONAL BANK 59590.01%0.01%0.08%Q1 2009Q3 202359
CITIGROUP INC 42420.00%0.01%0.13%Q2 2013Q3 202355
TWO SIGMA INVESTMENTS, LP 1410.00%0.03%0.24%Q2 2013Q3 202353
Nuveen Asset Management, LLC 42420.00%0.11%0.35%Q2 2013Q3 202351
SECURIAN ASSET MANAGEMENT, INC 49490.02%0.04%0.07%Q3 2011Q3 202349
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 49490.01%0.05%0.12%Q3 2011Q3 202349
BARCLAYS PLC 42420.00%0.02%0.04%Q2 2013Q3 202348
HSBC HOLDINGS PLC 47470.00%0.02%0.06%Q1 2012Q3 202348
Zurcher Kantonalbank (Zurich Cantonalbank) 46460.01%0.03%0.05%Q2 2012Q3 202346
GLENMEDE TRUST CO NA 4510.00%0.04%0.16%Q3 2009Q3 202346
MUFG Americas Holdings Corp 29150.00%0.04%0.19%Q4 2010Q3 202244
CREDIT SUISSE AG/ 43430.00%0.04%0.07%Q1 2013Q3 202344
WELLS FARGO & COMPANY/MN 42420.00%0.04%0.12%Q2 2013Q3 202344
KEYBANK NATIONAL ASSOCIATION/OH 44440.06%0.16%0.27%Q4 2012Q3 202344
CANADA PENSION PLAN INVESTMENT BOARD 43430.00%0.04%0.12%Q1 2013Q3 202343
Retirement Systems of Alabama 43430.02%0.11%0.22%Q1 2013Q3 202343
Veritable, L.P. 43430.01%0.01%0.03%Q4 2012Q2 202343
ROYAL BANK OF CANADA 42420.00%0.02%0.05%Q2 2013Q3 202343
AQR Capital Management 4210.00%0.03%0.11%Q4 2012Q3 202343
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 43430.03%0.05%0.06%Q1 2013Q3 202343
BANK OF AMERICA CORP /DE/ 42420.00%0.02%0.07%Q2 2013Q3 202343
TEXAS PERMANENT SCHOOL FUND CORP 43430.03%0.04%0.06%Q1 2013Q3 202343
CENTRAL TRUST Co 42420.00%0.01%0.03%Q2 2013Q3 202342
NISA INVESTMENT ADVISORS, LLC 42420.07%0.14%0.21%Q2 2013Q3 202342
PITCAIRN CO 42420.02%0.04%0.08%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.01%0.02%0.03%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.01%Q2 2013Q3 202342
PRUDENTIAL FINANCIAL INC 42420.02%0.02%0.04%Q2 2013Q3 202342
GEODE CAPITAL MANAGEMENT, LLC 42420.04%0.05%0.07%Q2 2013Q3 202342
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 42420.04%0.05%0.08%Q2 2013Q3 202342
Johnson Financial Group, Inc. 42420.00%0.05%0.15%Q2 2013Q3 202342
RHUMBLINE ADVISERS 42420.03%0.05%0.07%Q2 2013Q3 202342
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 42420.05%0.11%0.31%Q2 2013Q3 202342
VOYA INVESTMENT MANAGEMENT LLC 42420.01%0.02%0.08%Q2 2013Q3 202342
WealthTrust Axiom LLC 42420.42%0.65%0.98%Q2 2013Q3 202342
MACQUARIE GROUP LTD 42420.00%0.04%0.13%Q2 2013Q3 202342
FIDUCIARY TRUST CO 42420.01%0.01%0.02%Q2 2013Q3 202342
FIRST FINANCIAL CORP /IN/ 42420.05%0.17%0.40%Q2 2013Q3 202342
HENNESSY ADVISORS INC 42420.64%0.91%1.50%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 42420.01%0.02%0.07%Q2 2013Q3 202342
Sumitomo Mitsui Trust Holdings, Inc. 42420.03%0.06%0.08%Q2 2013Q3 202342
DekaBank Deutsche Girozentrale 42420.01%0.12%0.58%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.01%0.02%0.04%Q2 2013Q3 202342
AVIVA PLC 42420.00%0.04%0.10%Q2 2013Q3 202342
Magellan Asset Management Ltd 42420.03%0.29%1.93%Q2 2013Q3 202342
HARTFORD INVESTMENT MANAGEMENT CO 42420.04%0.10%0.30%Q2 2013Q3 202342
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 42420.02%0.04%0.08%Q2 2013Q3 202342
CIBC Asset Management Inc 42420.01%0.02%0.05%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.01%0.02%0.06%Q2 2013Q3 202342
FIRST MANHATTAN CO. LLC. 42420.01%0.02%0.04%Q2 2013Q3 202342
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 42420.02%0.03%0.04%Q2 2013Q3 202342
HighTower Advisors, LLC 42420.01%0.04%0.24%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.03%0.04%0.06%Q2 2013Q3 202342
Utah Retirement Systems 42420.04%0.05%0.07%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.05%0.09%0.14%Q2 2013Q3 202342
OPUS INVESTMENT MANAGEMENT INC 42420.16%0.62%1.62%Q2 2013Q3 202342
CONNING INC. 42420.01%0.02%0.02%Q2 2013Q3 202342
KBC Group NV 42420.00%0.02%0.09%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.01%0.04%0.12%Q2 2013Q3 202342
NORGES BANK 4020.01%0.05%0.15%Q2 2012Q4 202242
VANGUARD GROUP INC 42420.04%0.06%0.09%Q2 2013Q3 202342
GREAT WEST LIFE ASSURANCE CO /CAN/ 42420.00%0.02%0.04%Q2 2013Q3 202342
Creative Planning 42420.00%0.01%0.03%Q2 2013Q3 202342
ProShare Advisors LLC 42420.01%0.02%0.04%Q2 2013Q3 202342
NEW YORK STATE COMMON RETIREMENT FUND 42420.02%0.03%0.05%Q2 2013Q3 202342
AMERICAN INTERNATIONAL GROUP, INC. 42420.02%0.03%0.05%Q2 2013Q3 202342
MOODY NATIONAL BANK TRUST DIVISION 42420.04%0.09%0.24%Q2 2013Q3 202342
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 42420.03%0.04%0.06%Q2 2013Q3 202342
PUBLIC SECTOR PENSION INVESTMENT BOARD 42420.00%0.02%0.03%Q2 2013Q3 202342
DUFF & PHELPS INVESTMENT MANAGEMENT CO 42421.09%1.63%2.29%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.01%0.02%Q2 2013Q3 202342
NEW ENGLAND ASSET MANAGEMENT INC 42420.02%0.12%1.16%Q2 2013Q3 202342
NOMURA ASSET MANAGEMENT CO LTD 42420.02%0.03%0.08%Q2 2013Q3 202342
PRINCIPAL FINANCIAL GROUP INC 42420.01%0.02%0.03%Q2 2013Q3 202342
GAMCO INVESTORS, INC. ET AL 42420.01%0.01%0.02%Q2 2013Q3 202342
Allianz Asset Management GmbH 42420.00%0.03%0.10%Q2 2013Q3 202342
Legal & General Group Plc 42420.06%0.09%0.13%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.03%Q2 2013Q3 202342
BlackRock Inc. 42420.03%0.05%0.09%Q2 2013Q3 202342
Invesco Ltd. 42420.03%0.06%0.10%Q2 2013Q3 202342
FMR LLC 42420.00%0.02%0.05%Q2 2013Q3 202342
Chesley Taft & Associates LLC 42420.06%0.09%0.12%Q2 2013Q3 202342
STATE OF WISCONSIN INVESTMENT BOARD 42420.02%0.04%0.07%Q2 2013Q3 202342
Mitsubishi UFJ Trust & Banking Corp 42420.04%0.05%0.08%Q2 2013Q3 202342
BLB&B Advisors, LLC 42420.06%0.36%0.59%Q2 2013Q3 202342
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42420.02%0.04%0.06%Q2 2013Q3 202342
GABELLI FUNDS LLC 42420.03%0.07%0.10%Q2 2013Q3 202342
Daiwa Securities Group Inc. 42420.00%0.01%0.06%Q2 2013Q3 202342
UBS ASSET MANAGEMENT AMERICAS INC 42420.02%0.04%0.08%Q2 2013Q3 202342
PROFUND ADVISORS LLC 42420.02%0.05%0.08%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 42420.04%0.08%0.15%Q2 2013Q3 202342
Epoch Investment Partners, Inc. 42420.00%0.06%0.46%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.12%0.17%0.24%Q2 2013Q3 202342
US BANCORP \DE\ 42420.02%0.04%0.07%Q2 2013Q3 202342
FRANKLIN RESOURCES INC 42420.04%0.12%0.20%Q2 2013Q3 202342
LORD, ABBETT & CO. LLC 42420.07%0.28%0.79%Q2 2013Q3 202342
ALLIANCEBERNSTEIN L.P. 42420.01%0.01%0.03%Q2 2013Q3 202342
Norinchukin Bank, The 42420.01%0.02%0.04%Q2 2013Q3 202342
JANUS HENDERSON GROUP PLC 42420.00%0.02%0.06%Q2 2013Q3 202342
BNP PARIBAS FINANCIAL MARKETS 42420.00%0.02%0.09%Q2 2013Q3 202342
Mitsubishi UFJ Asset Management Co., Ltd. 42420.03%0.05%0.07%Q2 2013Q3 202342
Plante Moran Financial Advisors, LLC 42420.04%0.13%0.53%Q2 2013Q3 202342
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 42420.03%0.08%0.16%Q2 2013Q3 202342
Sumitomo Mitsui DS Asset Management Company, Ltd 42420.02%0.07%0.23%Q2 2013Q3 202342
PRICE T ROWE ASSOCIATES INC /MD/ 42420.00%0.03%0.12%Q2 2013Q3 202342
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 42420.01%0.07%0.27%Q2 2013Q3 202342
PANAGORA ASSET MANAGEMENT INC 42420.02%0.12%0.35%Q2 2013Q3 202342
METROPOLITAN LIFE INSURANCE CO/NY 42420.03%0.04%0.05%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.03%0.12%0.26%Q2 2013Q3 202342
STATE STREET CORP 42420.04%0.06%0.08%Q2 2013Q3 202342
THOMPSON SIEGEL & WALMSLEY LLC 42420.00%0.45%1.56%Q2 2013Q3 202342
SHELL ASSET MANAGEMENT CO 42420.03%0.08%0.16%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 42420.03%0.11%0.23%Q2 2013Q3 202342
TD ASSET MANAGEMENT INC 42420.01%0.03%0.07%Q2 2013Q3 202342
Swiss National Bank 42420.03%0.05%0.09%Q2 2013Q3 202342
ALPINE WOODS CAPITAL INVESTORS, LLC 42420.03%0.46%1.43%Q2 2013Q3 202342
FEDERATED HERMES, INC. 42420.00%0.01%0.07%Q2 2013Q3 202342
JENNISON ASSOCIATES LLC 42420.07%0.12%0.18%Q2 2013Q3 202342
Asset Management One Co., Ltd. 42420.01%0.06%0.10%Q2 2013Q3 202342
WESTPAC BANKING CORP 42420.00%0.03%0.19%Q2 2013Q3 202342
FOSTER & MOTLEY INC 42420.04%0.30%1.25%Q2 2013Q3 202342
APG Asset Management N.V. 42420.02%0.07%0.18%Q2 2013Q3 202342
STATE OF MICHIGAN RETIREMENT SYSTEM 42420.02%0.04%0.12%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 42420.02%0.04%0.07%Q2 2013Q3 202342
NORDEA INVESTMENT MANAGEMENT AB 42420.00%0.00%0.01%Q2 2013Q3 202342
THRIVENT FINANCIAL FOR LUTHERANS 3650.00%0.08%0.28%Q2 2013Q3 202341
COMERICA BANK 3920.00%0.06%0.09%Q2 2013Q3 202341
Calamos Advisors LLC 41410.01%0.03%0.06%Q3 2013Q3 202341
TORONTO DOMINION BANK 40400.00%0.02%0.08%Q4 2013Q3 202341
Arizona State Retirement System 3380.02%0.07%0.17%Q1 2013Q3 202341
THOMAS WHITE INTERNATIONAL LTD 41410.05%0.18%0.47%Q2 2013Q2 202341
BANK OF MONTREAL /CAN/ 3920.01%0.03%0.07%Q2 2013Q3 202341
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 41410.04%0.05%0.07%Q3 2013Q3 202341
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 3650.01%0.02%0.02%Q2 2013Q3 202341
DEUTSCHE BANK AG\ 41410.01%0.03%0.06%Q3 2013Q3 202341
ASSETMARK, INC 41410.00%0.01%0.04%Q3 2013Q3 202341
Advisors Asset Management, Inc. 30110.01%0.04%0.10%Q2 2013Q3 202341
Kentucky Retirement Systems Insurance Trust Fund 41410.04%0.06%0.08%Q3 2013Q3 202341
ENVESTNET ASSET MANAGEMENT INC 21200.00%0.01%0.03%Q2 2013Q3 202341
COHEN & STEERS, INC. 4010.04%0.20%0.34%Q2 2013Q3 202341
State of Tennessee, Treasury Department 41410.02%0.08%0.16%Q3 2013Q3 202341
FIL Ltd 41410.02%0.17%0.34%Q3 2013Q3 202341
SG Americas Securities, LLC 21200.00%0.02%0.07%Q2 2013Q3 202341
Chevy Chase Trust Holdings, LLC 41410.03%0.05%0.07%Q3 2013Q3 202341
Energy Income Partners, LLC 40400.42%1.00%1.65%Q4 2013Q3 202340
BNP Paribas Asset Management Holding S.A. 3910.00%0.04%0.17%Q2 2013Q3 202340
UBS Group AG 36360.00%0.01%0.03%Q4 2014Q3 202340
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2850.00%0.00%0.00%Q2 2013Q3 202340
MARTINGALE ASSET MANAGEMENT L P 40400.06%0.32%0.66%Q3 2013Q2 202340
Cutler Group LLC / CA 910.00%0.00%0.01%Q4 2015Q3 202340
SENTRY INVESTMENT MANAGEMENT LLC 2730.02%0.04%0.07%Q2 2013Q3 202340
Capital Research Global Investors 40400.00%0.09%0.15%Q4 2013Q3 202340
Kentucky Retirement Systems 3730.04%0.06%0.08%Q3 2013Q3 202340
MILLENNIUM MANAGEMENT LLC 2550.00%0.19%0.67%Q2 2013Q3 202340
Korea Investment CORP 2810.00%0.03%0.06%Q2 2013Q3 202340
AXA S.A. 40400.00%0.03%0.10%Q2 2013Q1 202340
Oakworth Capital, Inc. 40400.01%0.02%0.03%Q4 2013Q3 202340
Gulf International Bank (UK) Ltd 40400.04%0.05%0.08%Q4 2013Q3 202340
Louisiana State Employees Retirement System 40400.02%0.03%0.05%Q4 2013Q3 202340
STRS OHIO 40400.01%0.07%0.21%Q4 2013Q3 202340
Parallax Volatility Advisers, L.P. 1510.00%0.00%0.03%Q4 2013Q1 202039
Andra AP-fonden 2250.03%0.15%0.34%Q2 2013Q2 202339
REAVES W H & CO INC 39390.07%1.95%4.29%Q1 2014Q3 202339
Livforsakringsbolaget Skandia, Omsesidigt 39390.00%0.03%0.08%Q1 2014Q3 202339
Gradient Investments LLC 24150.00%0.04%0.35%Q4 2013Q3 202339
STIFEL FINANCIAL CORP 39390.00%0.01%0.05%Q1 2014Q3 202339
MARK SHEPTOFF FINANCIAL PLANNING, LLC 39390.01%0.01%0.02%Q1 2014Q3 202339
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 3270.00%0.12%0.82%Q2 2013Q3 202339
FINANCIAL COUNSELORS INC 26130.00%0.10%0.24%Q2 2013Q1 202339
Capital International Investors 38380.06%0.22%0.62%Q2 2014Q3 202338
TEACHER RETIREMENT SYSTEM OF TEXAS 2520.00%0.04%0.15%Q2 2013Q3 202338
Robeco Institutional Asset Management B.V. 38380.00%0.04%0.11%Q2 2013Q3 202238
LOS ANGELES CAPITAL MANAGEMENT LLC 2920.00%0.02%0.07%Q2 2013Q3 202338
AMALGAMATED BANK 38380.03%0.05%0.14%Q2 2014Q3 202338
State of New Jersey Common Pension Fund D 38380.01%0.03%0.06%Q2 2014Q3 202338
Private Advisor Group, LLC 3170.01%0.02%0.12%Q4 2013Q3 202338
Janney Montgomery Scott LLC 3610.00%0.02%0.07%Q2 2014Q3 202337
BESSEMER GROUP INC 2910.00%0.00%0.05%Q2 2013Q3 202337
Tower Research Capital LLC (TRC) 1910.00%0.02%0.06%Q2 2013Q3 202337
Meiji Yasuda Asset Management Co Ltd. 2710.02%0.06%0.11%Q2 2013Q3 202337
M&T BANK CORP 37370.01%0.05%0.14%Q3 2014Q3 202337
Bruce & Co., Inc. 37370.17%5.42%7.12%Q3 2014Q3 202337
NATIXIS ADVISORS, L.P. 22150.02%0.04%0.16%Q2 2013Q3 202337
VICTORY CAPITAL MANAGEMENT INC 36360.00%0.02%0.07%Q4 2014Q3 202336
SCHRODER INVESTMENT MANAGEMENT GROUP 3330.00%0.03%0.13%Q3 2013Q3 202336
AMERICAN NATIONAL INSURANCE CO 36360.24%0.32%0.40%Q2 2013Q1 202236
SEI INVESTMENTS CO 36360.00%0.03%0.06%Q4 2014Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.05%0.06%0.09%Q2 2013Q1 202236
Cambridge Investment Research Advisors, Inc. 36360.01%0.01%0.01%Q4 2014Q3 202336
DnB Asset Management AS 3240.01%0.03%0.09%Q4 2014Q4 202336
AMP Capital Investors Ltd 36360.03%0.08%0.17%Q2 2013Q1 202236
Employees Retirement System of Texas 3060.01%0.06%0.18%Q2 2013Q2 202236
GATEWAY INVESTMENT ADVISERS LLC 2510.00%0.01%0.01%Q2 2013Q3 202336
Dana Investment Advisors, Inc. 1620.01%0.31%0.90%Q2 2013Q2 202336
Sigma Planning Corp 36360.03%0.09%0.24%Q4 2014Q3 202336
First Horizon Advisors, Inc. 1530.00%0.00%0.01%Q1 2012Q3 202336
American National Registered Investment Advisor, Inc. 36360.28%0.42%0.55%Q2 2013Q1 202236
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 35350.01%0.02%0.05%Q1 2015Q3 202335
J.P. Morgan Private Wealth Advisors LLC 19160.00%0.00%0.01%Q4 2014Q3 202335
Blue Chip Partners, LLC 35350.01%0.05%0.12%Q4 2014Q2 202335
Raymond James Financial Services Advisors, Inc. 3410.00%0.01%0.02%Q2 2013Q3 202335
CIBC WORLD MARKET INC. 3020.00%0.01%0.02%Q3 2013Q3 202235
Exchange Capital Management, Inc. 2160.02%0.42%1.14%Q2 2013Q3 202335
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 3010.01%0.19%0.43%Q3 2013Q3 202335
LAZARD ASSET MANAGEMENT LLC 1940.00%0.01%0.04%Q2 2013Q1 202335
DEAN INVESTMENT ASSOCIATES, LLC 23120.10%0.19%0.33%Q2 2013Q3 202335
NewEdge Advisors, LLC 35350.02%0.82%2.54%Q1 2015Q3 202335
State of Alaska, Department of Revenue 3220.02%0.12%0.35%Q3 2013Q3 202334
Homrich & Berg 34340.02%0.10%0.28%Q2 2013Q3 202134
QUADRANT CAPITAL GROUP LLC 34340.02%0.04%0.08%Q2 2015Q3 202334
World Asset Management Inc 34340.03%0.04%0.07%Q2 2013Q3 202134
Tarbox Family Office, Inc. 34340.00%0.00%0.01%Q4 2013Q1 202234
GREENLEAF TRUST 22120.00%0.01%0.03%Q1 2015Q3 202334
PEAK6 Investments LLC 610.00%0.00%0.02%Q3 2018Q3 202333
NOMURA HOLDINGS INC 910.00%0.01%0.06%Q4 2012Q2 202333
TDAM USA INC. 33330.02%0.17%0.63%Q4 2013Q4 202133
WESTWOOD HOLDINGS GROUP INC 3120.00%0.26%0.85%Q2 2013Q3 202333
UNITED CAPITAL FINANCIAL ADVISORS, LLC 2040.00%0.00%0.01%Q2 2013Q4 202233
Cubist Systematic Strategies, LLC 2220.00%0.09%0.62%Q3 2014Q3 202333
Versant Capital Management, Inc 33330.00%0.01%0.02%Q4 2015Q4 202333
Pointe Capital Management LLC 2670.10%0.24%0.34%Q1 2015Q2 202333
PICTET ASSET MANAGEMENT LTD 33330.02%0.34%0.77%Q2 2013Q2 202133
Renaissance Technologies 1910.00%0.07%0.19%Q1 2014Q1 202333
Endurance Wealth Management, Inc. 33330.03%0.04%0.04%Q2 2015Q2 202333
QS Investors, LLC 33330.01%0.06%0.14%Q2 2013Q2 202133
IBM Retirement Fund 1710.04%0.05%0.07%Q2 2013Q1 202233
National Pension Service 33330.04%0.07%0.08%Q3 2015Q3 202333
CAPSTONE INVESTMENT ADVISORS, LLC 810.00%0.00%0.06%Q1 2016Q3 202333
Capital Investment Advisors, LLC 33330.01%0.02%0.09%Q4 2015Q4 202333
ONTARIO TEACHERS PENSION PLAN BOARD 2910.00%0.05%0.12%Q2 2013Q2 202233
TRUST CO OF VERMONT 2850.00%0.00%0.00%Q2 2013Q3 202333
LOOMIS SAYLES & CO L P 1710.00%0.03%0.16%Q2 2013Q3 202333
CHARTWELL INVESTMENT PARTNERS, LLC 3110.00%0.26%0.72%Q1 2015Q3 202332
PRUDENTIAL PLC 32320.00%0.07%0.35%Q4 2015Q3 202332
FULLER & THALER ASSET MANAGEMENT, INC. 3110.00%0.00%0.01%Q2 2013Q3 202332
Jefferies Group LLC 1210.00%0.02%0.06%Q3 2013Q4 202032
Walleye Trading LLC 610.00%0.00%0.02%Q2 2013Q2 202332
LS Investment Advisors, LLC 32320.04%0.11%0.15%Q2 2013Q1 202132
Parkside Financial Bank & Trust 32320.00%0.01%0.02%Q4 2015Q3 202332
SIGNATUREFD, LLC 2310.00%0.01%0.02%Q4 2013Q3 202332
MASON STREET ADVISORS, LLC 31310.01%0.04%0.06%Q2 2013Q4 202031
BANK OF NOVA SCOTIA 31310.00%0.01%0.02%Q1 2016Q3 202331
PUTNAM INVESTMENTS LLC 2410.00%0.02%0.06%Q2 2013Q3 202331
Transamerica Financial Advisors, Inc. 2310.00%0.03%0.09%Q2 2013Q3 202331
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 2470.00%0.02%0.04%Q2 2013Q4 202131
Squarepoint Ops LLC 1610.00%0.11%0.27%Q2 2015Q3 202331
Ameritas Investment Partners, Inc. 31310.01%0.01%0.02%Q1 2016Q3 202331
BARINGS LLC 2910.01%0.02%0.03%Q2 2013Q2 202231
Aperio Group, LLC 31310.03%0.04%0.05%Q2 2013Q4 202031
EATON VANCE MANAGEMENT 2920.00%0.20%0.41%Q4 2014Q3 202231
IFP Advisors, Inc 17140.01%0.02%0.06%Q4 2015Q3 202331
Mirador Capital Partners LP 31310.08%0.16%0.30%Q1 2016Q3 202331
Sutton Wealth Advisors Inc. 31310.00%0.04%0.05%Q1 2016Q3 202331
Vigilant Capital Management, LLC 31310.00%0.01%0.06%Q4 2015Q2 202331
FIRST QUADRANT LLC/CA 2520.00%0.04%0.33%Q2 2013Q3 202130
ACADIAN ASSET MANAGEMENT LLC 2910.00%0.00%0.02%Q3 2013Q3 202330
Mn Services Vermogensbeheer B.V. 20100.05%0.09%0.16%Q1 2016Q3 202330
Allworth Financial LP 30300.00%0.00%0.04%Q2 2016Q3 202330
PRELUDE CAPITAL MANAGEMENT, LLC 1020.00%0.04%0.24%Q1 2013Q3 202230
Clarius Group, LLC 30300.02%0.06%0.13%Q1 2016Q2 202330
ETRADE Capital Management LLC 30300.02%0.03%0.05%Q2 2013Q3 202030
Pacer Advisors, Inc. 1440.00%0.03%0.09%Q4 2015Q3 202330
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 30300.04%0.08%0.18%Q2 2013Q3 202030
JNBA Financial Advisors 2010.00%0.00%0.01%Q3 2013Q3 202329
CIBC WORLD MARKETS CORP 29290.00%0.02%0.07%Q3 2016Q3 202329
Glassman Wealth Services 29290.00%0.00%0.00%Q3 2016Q3 202329
OPPENHEIMER & CO INC 29290.04%0.05%0.10%Q2 2013Q2 202029
D. E. Shaw & Co., Inc. 1710.00%0.03%0.09%Q2 2013Q3 202329
FORSTA AP-FONDEN 29290.02%0.22%0.55%Q3 2016Q3 202329
Baird Financial Group, Inc. 2270.00%0.01%0.04%Q2 2015Q3 202329
UNITED SERVICES AUTOMOBILE ASSOCIATION 2510.02%0.10%0.16%Q2 2013Q3 202329
PEAK6 Group LLC 1110.00%0.01%0.04%Q3 2013Q4 201729
ClearBridge Investments 2710.00%0.00%0.00%Q2 2013Q1 202229
TCI Wealth Advisors, Inc. 29290.00%0.00%0.00%Q1 2016Q1 202329
Russell Investments Group, Ltd. 28280.02%0.07%0.14%Q4 2016Q3 202328
BLAIR WILLIAM & CO/IL 1990.00%0.00%0.00%Q2 2013Q3 202328
Sargent Bickham Lagudis LLC 28280.01%0.01%0.01%Q1 2016Q4 202228
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 2310.00%0.48%1.37%Q2 2013Q3 202328
NEXT Financial Group, Inc 14140.00%0.02%0.06%Q2 2014Q4 202128
AMICA MUTUAL INSURANCE CO 1410.02%0.22%0.50%Q2 2013Q3 202328
WEST PACES ADVISORS INC. 28280.00%0.01%0.02%Q4 2016Q3 202328
TOBAM 2710.00%0.50%1.36%Q1 2016Q3 202328
IFM Investors Pty Ltd 28280.04%0.07%0.10%Q4 2016Q3 202328
Steward Partners Investment Advisory, LLC 28280.00%0.02%0.03%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.00%0.00%0.01%Q4 2016Q3 202328
JANE STREET GROUP, LLC 1010.00%0.00%0.02%Q3 2014Q3 202328
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 28280.00%0.26%0.55%Q2 2013Q1 202028
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 28280.00%0.08%0.38%Q4 2016Q3 202328
CIGNA INVESTMENTS INC /NEW 27270.03%0.04%0.06%Q4 2016Q2 202327
GUARDIAN LIFE INSURANCE CO OF AMERICA 27270.00%0.01%0.01%Q2 2013Q4 201927
JFS WEALTH ADVISORS, LLC 1040.00%0.00%0.00%Q2 2014Q3 202327
AJO, LP 2610.02%0.10%0.21%Q4 2013Q3 202027
OAKBROOK INVESTMENTS LLC 27270.03%0.04%0.10%Q2 2013Q4 201927
Geneos Wealth Management Inc. 17100.00%0.00%0.00%Q1 2016Q3 202327
Laird Norton Wetherby Wealth Management, LLC 1980.02%0.02%0.04%Q4 2016Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.02%Q2 2013Q4 201927
RIVERHEAD CAPITAL MANAGEMENT LLC 26260.00%0.06%0.22%Q2 2013Q3 201926
SUMITOMO LIFE INSURANCE CO 26260.02%0.15%0.32%Q2 2017Q3 202326
WINTON GROUP Ltd 2410.00%0.18%0.53%Q3 2014Q1 202326
Amica Retiree Medical Trust 1410.06%0.25%0.58%Q4 2013Q3 202326
Capital International Sarl 1790.01%0.13%0.28%Q2 2015Q4 202226
ING GROEP NV 1210.00%0.02%0.05%Q4 2014Q2 202326
MACKENZIE FINANCIAL CORP 2420.00%0.00%0.02%Q4 2013Q3 202326
SUNTRUST BANKS INC 26260.00%0.06%0.13%Q2 2013Q3 201926
BOSTON ADVISORS LLC 26260.06%0.47%1.46%Q2 2013Q3 201926
Vident Investment Advisory, LLC 2310.00%0.04%0.13%Q4 2014Q1 202326
MML INVESTORS SERVICES, LLC 2240.00%0.01%0.02%Q1 2017Q3 202326
Municipal Employees' Retirement System of Michigan 2060.01%0.03%0.07%Q3 2013Q1 202026
PGGM Investments 2330.01%0.07%0.22%Q2 2013Q2 202126
BB&T SECURITIES, LLC 26260.01%0.02%0.02%Q2 2013Q3 201926
Crossmark Global Holdings, Inc. 2510.03%0.04%0.06%Q3 2016Q3 202326
ADVISOR PARTNERS LLC 26260.05%0.08%0.11%Q1 2016Q2 202226
CAPTRUST FINANCIAL ADVISORS 25250.00%0.02%0.07%Q3 2017Q3 202325
Global Retirement Partners, LLC 1620.00%0.00%0.00%Q1 2017Q3 202325
OppenheimerFunds, Inc. 25250.01%0.02%0.04%Q1 2013Q1 201925
Horizon Investment Services, LLC 1320.17%0.29%0.48%Q2 2013Q4 202025
Assenagon Asset Management S.A. 2110.00%0.05%0.28%Q1 2017Q3 202325
CHEMICAL BANK 25250.03%0.08%0.20%Q2 2013Q2 201925
FARMERS & MERCHANTS INVESTMENTS INC 25250.00%0.00%0.00%Q3 2017Q3 202325
EARNEST PARTNERS LLC 2410.00%0.00%0.00%Q4 2016Q3 202325
ADAGE CAPITAL PARTNERS GP, L.L.C. 810.01%0.05%0.12%Q1 2013Q2 202325
abrdn plc 25250.06%0.46%0.70%Q3 2017Q3 202325
Pettee Investors, Inc. 25250.35%0.49%0.70%Q3 2017Q3 202325
TORTOISE CAPITAL ADVISORS, L.L.C. 2410.00%0.04%0.87%Q2 2013Q1 202025
COMMONWEALTH BANK OF AUSTRALIA 25250.01%0.02%0.07%Q2 2013Q2 201925
SEGALL BRYANT & HAMILL, LLC 25250.00%0.00%0.01%Q2 2017Q2 202325
ROYAL LONDON ASSET MANAGEMENT LTD 910.02%0.05%0.10%Q2 2013Q4 202124
Dai-ichi Life Insurance Company, Ltd 24240.00%0.07%0.12%Q4 2017Q3 202324
TIAA CREF INVESTMENT MANAGEMENT LLC 24240.01%0.04%0.10%Q2 2013Q1 201924
MetLife Investment Management, LLC 24240.03%0.04%0.06%Q4 2017Q3 202324
STEVENS CAPITAL MANAGEMENT LP 510.02%0.17%0.36%Q2 2013Q2 202324
HL FINANCIAL SERVICES LLC 24240.02%0.04%0.05%Q2 2013Q1 201924
TEACHERS ADVISORS, LLC 24240.03%0.06%0.09%Q2 2013Q1 201924
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.01%0.01%Q4 2017Q3 202324
BRASADA CAPITAL MANAGEMENT, LP 24240.09%0.68%1.90%Q4 2017Q3 202324
Acorn Wealth Advisors, LLC 24240.34%0.41%0.57%Q4 2017Q3 202324
Cornerstone Advisors, Inc. 24240.00%0.01%0.02%Q4 2014Q3 202024
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 24240.02%0.06%0.18%Q4 2017Q3 202324
WHITTIER TRUST CO 1950.00%0.00%0.01%Q1 2017Q3 202324
SCOTIA CAPITAL INC. 24240.01%0.01%0.02%Q1 2014Q4 201924
Neuberger Berman Group LLC 2010.00%0.01%0.03%Q3 2013Q3 202324
CI INVESTMENTS INC. 2040.00%0.13%0.33%Q2 2013Q3 202324
Partners Group Holding AG 23230.91%3.00%4.30%Q1 2018Q3 202323
TWO SIGMA ADVISERS, LP 1510.00%0.08%0.28%Q3 2013Q3 202123
Horizon Kinetics 23230.02%0.03%0.04%Q2 2013Q4 201823
ARROW FINANCIAL CORP 2110.00%0.00%0.00%Q3 2014Q3 202323
Gemmer Asset Management LLC 23230.00%0.00%0.00%Q3 2016Q1 202223
Krilogy Financial LLC 23230.03%0.05%0.07%Q3 2017Q1 202323
Mirae Asset Global Investments Co., Ltd. 2120.00%0.01%0.03%Q1 2016Q3 202323
ENTERPRISE FINANCIAL SERVICES CORP 1410.00%0.00%0.01%Q2 2013Q2 202123
BROWN BROTHERS HARRIMAN & CO 1110.00%0.00%0.00%Q1 2013Q3 202323
TRUIST FINANCIAL CORP 1670.02%0.06%0.11%Q3 2015Q3 202323
Meiji Yasuda Life Insurance Co 910.01%0.04%0.08%Q2 2013Q2 202323
COMMERZBANK AKTIENGESELLSCHAFT /FI 1320.00%0.01%0.04%Q2 2013Q4 201923
Evercore Wealth Management, LLC 1110.00%0.01%0.01%Q2 2013Q4 202023
Schonfeld Strategic Advisors LLC 1220.01%0.11%0.46%Q1 2017Q2 202323
Nippon Life Global Investors Americas, Inc. 23230.34%0.58%0.89%Q2 2013Q4 201823
AdvisorNet Financial, Inc 23230.00%0.00%0.01%Q1 2018Q3 202323
Treasurer of the State of North Carolina 23230.04%0.05%0.06%Q1 2018Q3 202323
WELLINGTON MANAGEMENT GROUP LLP 2210.00%0.00%0.02%Q2 2015Q2 202123
Maple-Brown Abbott Ltd 23232.37%4.31%7.40%Q4 2014Q2 202023
BENJAMIN F. EDWARDS & COMPANY, INC. 1940.00%0.00%0.01%Q2 2014Q3 202323
CREDIT AGRICOLE S A 1840.00%0.05%0.13%Q2 2013Q3 202322
TOTH FINANCIAL ADVISORY CORP 1390.00%0.00%0.00%Q4 2017Q2 202322
NICHOLAS COMPANY, INC. 22220.05%0.12%0.17%Q2 2018Q3 202322
Liberty Mutual Group Asset Management Inc. 22220.01%0.06%0.15%Q2 2013Q3 201822
RATIONAL ADVISORS LLC 1320.00%0.10%0.38%Q4 2010Q3 202022
Rockefeller Capital Management L.P. 22220.00%0.00%0.00%Q2 2018Q3 202322
Cox Capital Mgt LLC 22220.36%1.22%2.15%Q2 2018Q3 202322
Laffer Tengler Investments, Inc. 12100.31%0.46%0.75%Q2 2013Q1 201922
AMF Tjanstepension AB 2020.09%0.39%0.54%Q4 2014Q3 202322
MASSMUTUAL TRUST CO FSB/ADV 1010.00%0.01%0.02%Q1 2014Q4 202322
BALYASNY ASSET MANAGEMENT L.P. 710.00%0.09%0.28%Q2 2014Q3 202322
Smithfield Trust Co 1330.00%0.00%0.00%Q4 2013Q3 202222
CIBC Private Wealth Group, LLC 1930.00%0.03%0.08%Q4 2017Q3 202322
LMR Partners LLP 910.00%0.11%0.32%Q2 2014Q3 202322
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 22220.07%0.40%0.74%Q2 2018Q3 202322
Horizon Investments, LLC 910.01%0.03%0.06%Q3 2016Q3 202322
Hedeker Wealth, LLC 21210.40%2.25%3.44%Q2 2016Q2 202121
Alberta Investment Management Corp 1560.00%0.05%0.22%Q3 2013Q3 202321
FineMark National Bank & Trust 1510.01%0.02%0.05%Q2 2013Q2 202221
AMUNDI ASSET MANAGEMENT US, INC. 1410.00%0.03%0.08%Q4 2012Q1 202121
AMERICAN CENTURY COMPANIES INC 1830.00%0.01%0.07%Q1 2014Q3 202321
Pendal Group Ltd 1430.00%0.13%0.71%Q2 2017Q4 202221
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.03%Q3 2018Q3 202321
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 21210.05%0.08%0.12%Q2 2013Q2 201821
Capital International, Inc./CA/ 1740.01%0.04%0.18%Q1 2018Q3 202321
Engineers Gate Manager LP 1210.01%0.10%0.43%Q4 2014Q3 202321
JACOBS LEVY EQUITY MANAGEMENT, INC 1470.00%0.03%0.12%Q1 2017Q3 202321
GAM Holding AG 21210.00%0.01%0.05%Q2 2013Q2 201821
Zimmer Partners, LP 1310.01%1.46%5.05%Q3 2013Q3 202321
Belpointe Asset Management LLC 21210.01%0.02%0.06%Q3 2018Q3 202321
Virtus ETF Advisers LLC 1110.00%0.30%0.79%Q4 2015Q3 202321
Brinker Capital Investments, LLC 1010.00%0.01%0.02%Q4 2015Q4 202221
Atria Investments, Inc 830.01%0.04%0.16%Q3 2013Q3 202321
TUDOR INVESTMENT CORP ET AL 310.01%0.05%0.42%Q3 2013Q3 202321
SCOUT INVESTMENTS, INC. 1560.06%0.94%2.00%Q3 2017Q4 202221
CWM, LLC 1210.00%0.00%0.00%Q1 2017Q3 202321
RAYMOND JAMES TRUST N.A. 2010.01%0.02%0.03%Q2 2013Q3 202321
Lindbrook Capital, LLC 20200.01%0.02%0.03%Q4 2018Q3 202320
Skandinaviska Enskilda Banken AB (publ) 20200.00%0.06%0.14%Q4 2015Q3 202020
Cipher Capital LP 310.07%0.44%1.00%Q2 2014Q2 202320
ClearBridge Investments Ltd 1190.00%1.51%4.30%Q4 2016Q2 202220
Teza Capital Management LLC 1110.03%0.40%1.67%Q1 2017Q3 202320
CLEARARC CAPITAL INC 20200.04%0.05%0.08%Q4 2014Q3 201920
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX 20200.04%0.05%0.07%Q2 2013Q1 201820
Verition Fund Management LLC 720.00%0.11%0.51%Q3 2016Q3 202320
VAN ECK ASSOCIATES CORP 1640.00%0.01%0.01%Q2 2016Q3 202320
Man Group plc 1280.00%0.04%0.12%Q1 2018Q1 202320
Weiss Multi-Strategy Advisers LLC 1210.01%0.35%0.67%Q2 2013Q3 202020
Paloma Partners Management Co 610.01%0.04%0.26%Q2 2013Q2 202120
Cable Hill Partners, LLC 20200.00%0.08%0.18%Q1 2015Q4 201920
VOLORIDGE INVESTMENT MANAGEMENT, LLC 1210.01%0.17%0.26%Q2 2015Q3 202320
Wealthfront Advisers LLC 20200.01%0.02%0.02%Q4 2018Q3 202320
Personal Capital Advisors Corp 20200.00%0.11%0.15%Q1 2018Q4 202220
Edgestream Partners, L.P. 410.02%0.31%1.10%Q3 2015Q3 202320
Redpoint Investment Management Pty Ltd 20200.06%0.13%0.23%Q4 2017Q3 202220
DUPONT CAPITAL MANAGEMENT CORP 1310.00%0.01%0.09%Q2 2017Q4 202220
Confluence Wealth Management LLC 1910.10%0.16%0.26%Q2 2014Q3 202020
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 20200.02%0.04%0.08%Q1 2013Q4 201720
WOLVERINE TRADING, LLC 510.00%0.00%0.01%Q2 2016Q3 202320
Bogart Wealth, LLC 20200.00%0.00%0.00%Q1 2018Q4 202220
Quantbot Technologies LP 610.01%0.17%0.47%Q3 2013Q3 202320
Manchester Capital Management LLC 1270.00%0.00%0.00%Q2 2013Q3 202319
B. Riley Wealth Advisors, Inc. 1010.00%0.02%0.03%Q2 2013Q3 202319
CADENCE CAPITAL MANAGEMENT LLC 810.02%0.03%0.05%Q3 2013Q2 202019
Brookfield Asset Management 810.00%0.35%0.80%Q1 2017Q3 202319
Private Capital Group, LLC 19190.00%0.01%0.02%Q4 2017Q2 202219
MEEDER ASSET MANAGEMENT INC 1010.00%0.03%0.09%Q1 2014Q4 202219
Crow Point Partners, LLC 1332.47%3.98%5.65%Q1 2014Q3 201919
INTACT INVESTMENT MANAGEMENT INC. 1140.01%0.05%0.14%Q3 2013Q3 202319
BerganKDV Wealth Management, LLC 19190.00%0.00%0.01%Q4 2018Q2 202319
Archford Capital Strategies, LLC 1360.00%0.01%0.02%Q1 2014Q2 201919
ICON ADVISERS INC/CO 19190.12%0.79%1.87%Q3 2013Q1 201819
HORIZON KINETICS ASSET MANAGEMENT LLC 19190.02%0.03%0.05%Q1 2019Q3 202319
Balentine LLC 750.00%0.00%0.02%Q2 2016Q3 202319
Prospera Financial Services Inc 19190.02%0.04%0.12%Q1 2019Q3 202319
Quantitative Investment Management, LLC 710.02%0.12%0.30%Q2 2014Q2 202119
Achmea Investment Management B.V. 910.00%0.01%0.05%Q2 2017Q3 202319
Zions Bancorporation, N.A. 19190.00%0.01%0.05%Q1 2019Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.00%0.01%0.03%Q1 2019Q3 202319
American Investment Services, Inc. 1080.08%0.46%0.74%Q2 2013Q4 202018
HM PAYSON & CO 18180.00%0.00%0.00%Q2 2019Q3 202318
Rafferty Asset Management, LLC 1510.00%0.03%0.40%Q1 2015Q3 202318
D.A. DAVIDSON & CO. 1710.00%0.00%0.00%Q2 2013Q1 202018
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 1260.02%0.07%0.15%Q4 2018Q3 202318
NIPPON LIFE INSURANCE CO 18180.02%0.07%0.11%Q2 2013Q3 201718
WEALTHFRONT Corp 1170.00%0.01%0.02%Q1 2014Q3 201818
Commonwealth Equity Services, Inc 18180.01%0.02%0.02%Q2 2013Q3 201718
American Portfolios Advisors 1620.00%0.01%0.01%Q4 2017Q3 202218
Nationwide Fund Advisors 18180.02%0.05%0.11%Q2 2013Q3 201718
CULLEN/FROST BANKERS, INC. 1620.00%0.00%0.00%Q1 2019Q3 202318
GREAT LAKES ADVISORS, LLC 18180.00%0.01%0.05%Q2 2019Q3 202318
LEVIN CAPITAL STRATEGIES, L.P. 18180.00%0.01%0.04%Q2 2013Q3 201718
MARSHALL WACE, LLP 310.00%0.08%0.34%Q1 2014Q1 202318
SUN LIFE FINANCIAL INC 18180.00%0.00%0.01%Q4 2016Q1 202118
Prestige Wealth Management Group LLC 1710.00%0.00%0.01%Q4 2018Q3 202318
TPH Asset Management, LLC 16160.00%0.49%3.69%Q3 2013Q2 201718
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 810.01%0.42%0.89%Q1 2018Q3 202318
Advisory Services Network, LLC 410.00%0.00%0.00%Q3 2015Q1 202318
COMMERCE BANK 18180.00%0.00%0.01%Q2 2019Q3 202318
Hudock, Inc. 18180.01%0.01%0.02%Q2 2013Q3 201718
Capital World Investors 18180.01%0.11%0.26%Q3 2018Q4 202218
Dynamic Technology Lab Private Ltd 310.05%0.21%0.44%Q2 2013Q3 202317
Global Wealth Management Investment Advisory, Inc. 1520.00%0.00%0.01%Q4 2018Q3 202317
USA FINANCIAL FORMULAS 1520.00%0.27%1.56%Q1 2019Q2 202317
BI Asset Management Fondsmaeglerselskab A/S 17170.49%0.91%1.37%Q3 2019Q3 202317
Symmetry Partners, LLC 1210.01%0.04%0.14%Q1 2019Q4 202317
OSSIAM 1250.00%0.12%0.59%Q4 2018Q2 202317
ExodusPoint Capital Management, LP 1340.03%0.78%1.62%Q2 2019Q3 202317
SEEYOND 17170.13%0.29%0.41%Q4 2018Q4 202217
GQG Partners LLC 840.00%0.60%2.14%Q4 2018Q3 202317
Full Sail Capital, LLC 1430.02%0.05%0.12%Q1 2019Q2 202317
Sowell Financial Services LLC 1070.01%0.09%0.42%Q4 2016Q1 202117
Capital Bank & Trust Co 17170.00%0.09%0.26%Q2 2017Q2 202117
Echo Street Capital Management LLC 810.00%0.51%1.46%Q4 2018Q3 202317
ABERDEEN ASSET MANAGEMENT PLC/UK 17170.03%0.05%0.10%Q2 2013Q2 201717
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 810.00%0.00%0.00%Q2 2013Q3 202317
MACKAY SHIELDS LLC 17170.02%0.04%0.08%Q1 2018Q1 202217
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 17170.00%0.00%0.01%Q2 2017Q2 202117
GSA CAPITAL PARTNERS LLP 710.01%0.06%0.15%Q4 2013Q1 202317
CAPSTONE ASSET MANAGEMENT CO 17170.03%0.03%0.04%Q2 2013Q2 201717
abrdn Investment Management Ltd 17170.31%0.80%1.65%Q2 2013Q2 201717
SALEM INVESTMENT COUNSELORS INC 1610.00%0.00%0.01%Q2 2017Q3 202317
Connor, Clark & Lunn Investment Management Ltd. 710.00%0.01%0.03%Q1 2014Q3 202317
Friedberg Investment Management 16160.13%0.36%0.92%Q4 2013Q3 201716
Ensign Peak Advisors, Inc 16160.01%0.02%0.06%Q4 2019Q3 202316
Kinneret Advisory, LLC 16160.05%0.07%0.10%Q4 2018Q3 202216
JANUS HENDERSON INVESTORS US LLC 16160.02%0.07%0.10%Q2 2013Q1 201716
Legg Mason Asset Management (Japan) Co., Ltd. 1310.23%0.60%1.02%Q2 2017Q4 202116
HighMark Wealth Management LLC 16160.00%0.01%0.01%Q4 2019Q3 202316
Stonebridge Capital Advisors LLC 1150.00%0.00%0.00%Q2 2019Q3 202316
HONEYWELL INTERNATIONAL INC 16160.18%0.41%2.14%Q2 2013Q1 201716
Executive Wealth Management, LLC 1210.02%0.03%0.05%Q4 2018Q3 202316
WADE G W & INC 16160.04%0.05%0.07%Q1 2015Q4 201816
Cresset Asset Management, LLC 1420.00%0.01%0.01%Q4 2018Q3 202316
Center for Financial Planning, Inc. 16160.00%0.01%0.01%Q4 2019Q3 202316
Avalon Investment & Advisory 16160.01%0.47%0.72%Q4 2015Q3 201916
Vestcor Inc 16160.01%0.14%0.42%Q4 2019Q3 202316
Altshuler Shaham Ltd 970.00%0.00%0.01%Q4 2017Q4 202216
GLG LLC 16160.02%0.03%0.04%Q1 2014Q4 201716
AE Wealth Management LLC 16160.00%0.04%0.11%Q4 2019Q3 202316
Illinois Municipal Retirement Fund 16160.01%0.22%0.89%Q4 2019Q3 202316
HIGHLAND CAPITAL MANAGEMENT, LLC 16160.27%0.46%0.54%Q2 2015Q1 201916
Carroll Financial Associates, Inc. 1210.00%0.01%0.04%Q1 2014Q4 202116
Candriam S.C.A. 16160.03%0.08%0.38%Q4 2014Q3 201816
Banque Cantonale Vaudoise 16160.02%0.10%0.26%Q4 2019Q3 202316
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1210.09%1.85%2.88%Q2 2015Q4 202216
CNB Bank 16160.01%0.02%0.03%Q4 2019Q3 202316
WASHINGTON TRUST BANK 16160.00%0.01%0.02%Q1 2014Q4 201716
MATTERN CAPITAL MANAGEMENT, LLC 16160.91%1.02%1.17%Q4 2019Q3 202316
BRINKER CAPITAL INC 15150.04%0.07%0.09%Q4 2016Q2 202015
BlackRock Group LTD 15150.04%0.05%0.06%Q2 2013Q4 201615
Clearstead Advisors, LLC 15150.00%0.01%0.01%Q1 2020Q3 202315
SEIZERT CAPITAL PARTNERS, LLC 15150.01%0.01%0.02%Q2 2013Q4 201615
BlackRock Institutional Trust Company, N.A. 15150.04%0.05%0.06%Q2 2013Q4 201615
MANNING & NAPIER ADVISORS LLC 15150.01%0.01%0.01%Q1 2014Q3 201715
Point72 Asset Management, L.P. 610.00%0.09%0.37%Q1 2019Q3 202315
BP PLC 1140.02%0.09%0.42%Q2 2017Q2 202115
Front Row Advisors LLC 15150.01%0.01%0.03%Q1 2020Q3 202315
NumerixS Investment Technologies Inc 610.01%0.07%0.18%Q1 2015Q2 202015
CAPITAL GUARDIAN TRUST CO 960.01%0.04%0.06%Q2 2015Q2 201915
BlackRock Investment Management, LLC 15150.04%0.10%0.15%Q2 2013Q4 201615
UBS AG 660.00%0.00%0.02%Q2 2013Q3 201415
TCW GROUP INC 15150.00%0.01%0.02%Q2 2013Q4 201615
TIEDEMANN ADVISORS, LLC 15150.09%0.11%0.14%Q1 2017Q3 202015
OFI Advisors LLC 1140.04%0.04%0.05%Q3 2011Q3 201515
ZACKS INVESTMENT MANAGEMENT 610.01%0.34%1.09%Q2 2014Q3 201915
Trexquant Investment LP 310.02%0.12%0.25%Q1 2015Q3 202315
NN Investment Partners Holdings N.V. 1230.00%0.01%0.02%Q1 2016Q1 202215
BlackRock Fund Advisors 15150.05%0.06%0.08%Q2 2013Q4 201615
NWAM LLC 1010.02%0.10%0.23%Q1 2013Q2 202215
OSAIC HOLDINGS, INC. 15150.01%0.01%0.01%Q1 2020Q3 202315
CX Institutional 1410.00%0.01%0.01%Q2 2018Q2 202215
Rehmann Capital Advisory Group 15150.04%0.05%0.07%Q1 2016Q3 201915
Point72 Hong Kong Ltd 410.00%0.11%0.57%Q1 2016Q3 202215
MSI Financial Services Inc 15150.00%0.04%0.10%Q2 2013Q4 201615
Cetera Advisor Networks LLC 15150.00%0.00%0.01%Q1 2020Q3 202315
COLONY GROUP LLC 830.01%0.01%0.04%Q2 2015Q3 202215
BlackRock Japan Co. Ltd 15150.04%0.05%0.07%Q2 2013Q4 201615
WEBSTER BANK, N. A. 870.00%0.01%0.01%Q4 2016Q1 202115
BLACKROCK ADVISORS LLC 15150.01%0.11%0.20%Q2 2013Q4 201615
REIK & CO., LLC 15150.18%0.22%0.29%Q2 2013Q4 201615
AVANTAX ADVISORY SERVICES, INC. 15150.01%0.02%0.02%Q1 2020Q3 202315
MARKSTON INTERNATIONAL LLC 15150.02%0.02%0.04%Q2 2013Q4 201615
Proficio Capital Partners LLC 15150.00%0.01%0.02%Q4 2015Q2 201915
NATIXIS 410.00%0.04%0.16%Q2 2014Q3 202315
USS Investment Management Ltd 1410.02%0.04%0.07%Q3 2015Q3 202315
Natixis Investment Managers International 720.01%0.11%0.20%Q1 2014Q2 202215
Advisor Group, Inc. 15150.01%0.02%0.03%Q2 2016Q4 201915
1832 Asset Management L.P. 910.00%0.07%0.23%Q2 2013Q3 202315
JAMES INVESTMENT RESEARCH INC 15150.00%0.01%0.02%Q2 2013Q4 201615
Community Bank, N.A. 14140.00%0.00%0.01%Q4 2015Q1 201914
Penserra Capital Management LLC 910.00%0.06%0.16%Q2 2016Q3 202314
Royal Fund Management, LLC 14140.01%0.01%0.02%Q4 2016Q1 202014
STRATEGY ASSET MANAGERS LLC 510.05%0.10%0.27%Q3 2019Q3 202314
AMICA PENSION FUND BOARD OF TRUSTEES 1310.05%0.07%0.09%Q2 2013Q4 201614
EXCHANGE TRADED CONCEPTS, LLC 860.00%0.02%0.05%Q1 2020Q4 202314
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 14140.01%0.01%0.04%Q2 2020Q3 202314
People's United Financial, Inc. 1310.01%0.06%0.08%Q4 2017Q1 202214
Trust Co 14140.04%0.07%0.10%Q2 2015Q3 201814
Sentry Investments Corp. 860.02%0.08%0.18%Q2 2013Q1 201814
CVA Family Office, LLC 14140.01%0.02%0.03%Q1 2020Q2 202314
TRUST CO OF TOLEDO NA /OH/ 820.05%0.22%0.41%Q3 2013Q4 201914
Larson Financial Group LLC 860.00%0.00%0.00%Q2 2019Q3 202314
XPONANCE, INC. 14140.02%0.03%0.10%Q2 2020Q3 202314
Wealthspire Advisors, L.P. 14140.00%0.01%0.02%Q4 2015Q1 201914
MONROE BANK & TRUST/MI 630.01%0.01%0.01%Q2 2013Q2 201714
Bridgewater Associates 510.00%0.01%0.02%Q3 2014Q4 202214
CAROLINAS WEALTH CONSULTING LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
Rampart Investment Management Company, LLC 14140.01%0.09%0.30%Q1 2017Q2 202014
ADVANTAGE INVESTMENT MANAGEMENT, LLC 14140.01%0.02%0.03%Q2 2016Q3 201914
Corient Capital Partners, LLC 710.02%0.03%0.05%Q2 2017Q3 202214
Mizuho Asset Management Co.,Ltd. 14140.00%0.01%0.03%Q2 2013Q3 201614
Shinko Asset Management Co., Ltd. 14140.00%0.01%0.03%Q2 2013Q3 201614
Sonora Investment Management, LLC 1110.00%0.08%0.11%Q3 2015Q1 202114
Castleton Investment Management LLC 14141.85%6.57%9.70%Q4 2015Q1 201914
EVERENCE CAPITAL MANAGEMENT INC 14140.04%0.06%0.08%Q2 2020Q3 202314
JOHNSON INVESTMENT COUNSEL INC 1010.00%0.01%0.01%Q4 2016Q3 202014
BANQUE PICTET & CIE SA 860.00%0.02%0.04%Q1 2016Q1 202314
NCM CAPITAL MANAGEMENT GROUP INC 14140.05%1.20%2.27%Q2 2013Q3 201614
TOKIO MARINE ASSET MANAGEMENT CO LTD 770.02%0.03%0.05%Q3 2015Q3 202314
DUALITY ADVISERS, LP 510.05%0.27%0.64%Q4 2018Q3 202313
Sugarloaf Wealth Management, LLC 13130.00%0.00%0.00%Q4 2019Q4 202213
EVOKE WEALTH, LLC 13130.00%0.00%0.00%Q3 2019Q3 202213
Newbridge Financial Services Group, Inc. 13130.00%0.00%0.01%Q3 2020Q3 202313
Zurich Insurance Group Ltd/FI 810.03%0.09%0.18%Q1 2016Q3 202013
VeraBank, N.A. 1120.10%0.19%0.36%Q4 2019Q1 202313
WESTPORT RESOURCES MANAGEMENT INC 13130.01%0.01%0.01%Q2 2013Q2 201613
PRIVATE TRUST CO NA 760.00%0.01%0.02%Q1 2013Q3 202313
Ceredex Value Advisors LLC 520.56%1.12%2.10%Q1 2018Q3 202313
Marquette Asset Management, LLC 13130.00%0.01%0.01%Q1 2019Q1 202213
SYMPHONY ASSET MANAGEMENT LLC 13130.08%0.29%0.50%Q4 2015Q4 201813
AGF Investments LLC 910.00%0.08%0.10%Q4 2016Q1 202213
HARBOR INVESTMENT ADVISORY, LLC 1210.00%0.01%0.01%Q4 2019Q2 202313
CAPITAL FUND MANAGEMENT S.A. 510.00%0.06%0.25%Q3 2013Q1 202013
Costello Asset Management, INC 940.01%0.07%0.09%Q2 2020Q3 202313
COMGEST GLOBAL INVESTORS S.A.S. 13130.03%0.16%0.21%Q3 2018Q3 202113
WORLDQUANT MILLENNIUM ADVISORS LLC 760.02%0.06%0.19%Q2 2018Q3 202113
Dai-ichi Life Holdings, Inc. 1120.01%0.04%0.10%Q2 2013Q3 201613
Cognios Capital, LLC 710.07%0.51%1.13%Q4 2013Q1 202013
Quadrature Capital Ltd 310.01%0.04%0.16%Q1 2017Q1 202313
Tredje AP-fonden 1120.00%0.01%0.04%Q2 2016Q3 202313
MURPHY CAPITAL MANAGEMENT INC 13130.03%0.04%0.05%Q1 2016Q1 201913
Global X Management CO LLC 13130.00%0.01%0.02%Q2 2015Q2 201813
Financial Architects, Inc 12120.01%0.01%0.02%Q2 2016Q1 201912
Elkfork Partners LLC 12120.02%0.05%0.09%Q4 2016Q3 201912
CNO Financial Group, Inc. 12120.08%0.12%0.27%Q4 2014Q3 201712
Virtus Fund Advisers, LLC 750.00%0.31%0.55%Q2 2014Q4 201712
PartnerRe Asset Management CORP 12120.03%0.03%0.04%Q2 2013Q1 201612
Railway Pension Investments Ltd 840.09%0.13%0.16%Q4 2018Q4 202212
TD Securities (USA) LLC 12120.02%0.04%0.06%Q2 2013Q1 201612
Simplicity Solutions, LLC 910.01%0.03%0.05%Q4 2019Q3 202312
Maryland State Retirement & Pension System 12120.03%0.04%0.11%Q4 2020Q3 202312
6 Meridian 1020.02%0.05%0.06%Q1 2018Q2 202112
Parkwood LLC 1110.03%0.06%0.11%Q4 2013Q2 201712
BAILARD, INC. 12120.01%0.01%0.02%Q4 2020Q3 202312
Elo Mutual Pension Insurance Co 12120.04%0.04%0.05%Q4 2020Q3 202312
CLINTON GROUP INC 510.02%0.10%0.24%Q2 2013Q2 201812
Neuburgh Advisers LLC 12120.01%0.04%0.07%Q4 2016Q3 201912
CSat Investment Advisory, L.P. 12120.01%0.02%0.04%Q2 2018Q1 202112
LSV ASSET MANAGEMENT 12120.00%0.00%0.00%Q2 2013Q1 201612
Monarch Partners Asset Management LLC 840.16%0.80%2.12%Q2 2013Q2 201612
RUSSELL FRANK CO/ 12120.03%0.05%0.07%Q2 2013Q1 201612
Kesler, Norman & Wride, LLC 12120.22%0.30%0.45%Q4 2020Q3 202312
MONTAG A & ASSOCIATES INC 12120.00%0.00%0.01%Q4 2020Q3 202312
Glen Harbor Capital Management LLC 12120.01%0.03%0.06%Q4 2016Q3 201912
FIDUCIARY MANAGEMENT ASSOCIATES LLC 12120.03%0.05%0.08%Q2 2013Q1 201612
DELTA LLOYD NV 12120.00%0.02%0.07%Q1 2014Q4 201612
Spot Trading L.L.C 610.00%0.01%0.03%Q2 2013Q3 201512
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 840.04%0.25%0.47%Q1 2016Q2 202212
ROPES WEALTH ADVISORS LLC 1010.00%0.01%0.01%Q4 2015Q4 202012
Highstreet Asset Management Inc. 840.02%0.18%0.35%Q1 2015Q1 201812
CARILLON TOWER ADVISERS, INC. 12120.01%0.26%0.46%Q1 2018Q4 202012
Cranbrook Wealth Management, LLC 750.01%0.01%0.02%Q4 2018Q3 202312
RWC Asset Management LLP 12120.15%0.53%1.41%Q4 2020Q3 202312
ALLSTATE CORP 810.01%0.20%0.42%Q2 2013Q4 202212
TOEWS CORP /ADV 410.05%0.38%0.94%Q2 2016Q3 202312
Meadow Creek Investment Management LLC 12120.02%0.05%0.09%Q4 2016Q3 201912
Holocene Advisors, LP 930.01%0.03%0.04%Q1 2018Q3 202312
HOWE & RUSLING INC 910.00%0.63%0.98%Q1 2016Q3 202312
Berman Capital Advisors, LLC 12120.01%0.02%0.02%Q4 2018Q3 202112
SIMPLEX TRADING, LLC 610.00%0.00%0.00%Q3 2017Q1 202212
Oxler Private Wealth LLC 12120.65%0.79%0.91%Q4 2020Q3 202312
Wealthcare Advisory Partners LLC 1110.00%0.00%0.00%Q3 2017Q1 202112
Gotham Asset Management, LLC 210.01%0.04%0.09%Q2 2015Q4 202112
PEAPACK GLADSTONE FINANCIAL CORP 11110.02%0.02%0.03%Q2 2013Q4 201511
WEDBUSH SECURITIES INC 740.02%0.02%0.04%Q4 2017Q3 202311
Hennion & Walsh Asset Management, Inc. 11110.04%0.05%0.07%Q1 2021Q3 202311
LOGAN CAPITAL MANAGEMENT INC 11110.10%0.20%0.28%Q1 2021Q3 202311
LUMINUS MANAGEMENT LLC 410.13%1.14%2.10%Q2 2013Q1 202011
Baystate Wealth Management LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Spire Wealth Management 11110.00%0.00%0.01%Q1 2021Q3 202311
MILLER HOWARD INVESTMENTS INC /NY 11110.16%1.40%2.45%Q1 2021Q3 202311
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 920.00%0.00%0.00%Q3 2017Q3 202211
OPTIMUM INVESTMENT ADVISORS 11110.00%0.00%0.01%Q1 2018Q3 202011
DC Investments Management, LLC 11110.13%0.42%0.66%Q4 2017Q2 202011
NuWave Investment Management, LLC 1010.00%0.07%0.24%Q2 2018Q4 202111
Kestra Advisory Services, LLC 11110.00%0.01%0.01%Q1 2021Q3 202311
TELEMUS CAPITAL, LLC 650.08%0.31%0.67%Q4 2020Q3 202311
Richard Bernstein Advisors LLC 830.02%0.10%0.20%Q1 2019Q2 202311
FIRST INTERSTATE BANK 11110.00%0.00%0.00%Q3 2015Q1 201811
Mariner, LLC 720.00%0.03%0.16%Q2 2013Q3 202311
LifePlan Financial Group, Inc 11110.00%0.02%0.02%Q1 2018Q3 202011
Leelyn Smith, LLC 11110.00%0.01%0.02%Q1 2020Q3 202211
Integrated Investment Consultants, LLC 710.01%0.08%0.36%Q1 2016Q3 202311
SEVEN EIGHT CAPITAL, LP 410.00%0.25%0.82%Q4 2013Q3 202011
Financial Gravity Asset Management, Inc. 410.00%0.00%0.04%Q1 2018Q3 202311
Cerity Partners LLC 650.00%0.01%0.02%Q1 2017Q3 202311
Kistler-Tiffany Companies, LLC 1010.00%0.01%0.01%Q2 2018Q2 202311
SYNOVUS FINANCIAL CORP 1010.00%0.00%0.00%Q1 2014Q2 202011
Advisors Preferred, LLC 310.01%0.09%0.68%Q4 2013Q2 202211
Regal Investment Advisors LLC 720.01%0.01%0.03%Q2 2013Q2 202211
RMB Capital Management, LLC 11110.08%0.11%0.19%Q2 2017Q4 201911
REILLY FINANCIAL ADVISORS, LLC 810.00%0.00%0.00%Q2 2013Q3 202011
Vanguard Personalized Indexing Management, LLC 11110.03%0.04%0.06%Q1 2021Q3 202311
COUNTRY TRUST BANK 11110.00%0.00%0.00%Q1 2020Q3 202211
BOKF, NA 830.01%0.01%0.02%Q3 2016Q1 202111
TRUST DEPARTMENT MB FINANCIAL BANK N A 920.00%0.00%0.00%Q2 2014Q1 201911
BAHL & GAYNOR INC 11110.01%0.04%0.12%Q1 2021Q3 202311
Qube Research & Technologies Ltd 410.01%0.07%0.12%Q1 2018Q3 202311
Community Capital Management, LLC 10100.01%1.13%2.03%Q2 2021Q3 202311
GENERAL ELECTRIC CO 11110.03%0.06%0.13%Q4 2013Q2 201611
Virtu KCG Holdings LLC 510.01%0.02%0.03%Q3 2013Q2 201711
Zions Bancorporation 910.00%0.00%0.03%Q1 2015Q1 201811
Lenox Wealth Advisors, LLC 11110.00%0.00%0.00%Q3 2019Q1 202211
EXANE DERIVATIVES 11110.00%0.00%0.00%Q4 2014Q2 201711
Sustainable Insight Capital Management, LLC 1010.27%2.32%4.20%Q3 2017Q4 202011
Index Management Solutions, LLC 10100.00%0.03%0.08%Q2 2013Q3 201510
Campbell & CO Investment Adviser LLC 210.15%0.60%1.12%Q2 2013Q3 202210
COURIER CAPITAL LLC 820.04%0.05%0.06%Q1 2014Q3 201610
Summit Global Investments 550.10%0.23%0.41%Q4 2016Q2 202310
Omnia Family Wealth, LLC 10100.00%0.00%0.00%Q4 2016Q1 201910
Hillsdale Investment Management Inc. 10100.03%0.05%0.07%Q2 2013Q3 201510
Amundi 10100.03%0.05%0.08%Q2 2021Q3 202310
VALLEY NATIONAL ADVISERS INC 550.00%0.00%0.00%Q1 2020Q3 202310
Pinnacle Wealth Management Group, Inc. 10100.23%0.30%0.34%Q2 2021Q3 202310
Freestone Capital Holdings, LLC 430.01%0.06%0.48%Q3 2013Q2 202210
Calvert Investment Management, Inc. 10100.02%0.07%0.12%Q3 2014Q4 201610
CITY NATIONAL BANK 10100.01%0.01%0.02%Q2 2013Q3 201510
Sound Income Strategies, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
TWO SIGMA SECURITIES, LLC 510.00%0.01%0.05%Q1 2017Q2 202310
Sandy Spring Bank 620.00%0.00%0.00%Q4 2019Q3 202310
Human Investing LLC 10100.00%0.45%0.96%Q4 2018Q1 202110
PATHSTONE FAMILY OFFICE, LLC 640.00%0.00%0.01%Q1 2020Q3 202310
PIEDMONT INVESTMENT ADVISORS INC 610.00%0.01%0.01%Q2 2016Q1 202010
CHICAGO EQUITY PARTNERS LLC 640.01%0.16%0.34%Q2 2013Q3 201610
ADAMS DIVERSIFIED EQUITY FUND, INC. 430.40%0.60%0.74%Q3 2015Q4 202210
Investors Research Corp 10100.00%0.00%0.01%Q3 2019Q4 202110
MIRABELLA FINANCIAL SERVICES LLP 550.03%0.09%0.21%Q1 2021Q3 202310
GPS Wealth Strategies Group, LLC 730.01%0.02%0.02%Q1 2021Q3 202310
Empirical Finance, LLC 910.00%0.04%0.05%Q4 2016Q3 202310
Vantage Investment Advisors, LLC 10100.00%0.00%0.00%Q2 2016Q3 201810
TSFG, LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
Venture Visionary Partners LLC 910.01%0.02%0.02%Q1 2021Q3 202310
CURIAN CAPITAL LLC 10100.01%0.01%0.02%Q2 2013Q3 201510
CIDEL ASSET MANAGEMENT INC 10100.64%1.12%1.36%Q2 2021Q3 202310
Deseret Mutual Benefit Administrators 10100.01%0.02%0.02%Q2 2021Q3 202310
CYPRESS CAPITAL MANAGEMENT LLC 640.04%0.08%0.14%Q4 2014Q3 202210
WHITTIER TRUST CO OF NEVADA INC 10100.00%0.00%0.01%Q2 2021Q3 202310
Krane Funds Advisors LLC 710.00%0.02%0.04%Q2 2019Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.01%0.03%Q1 2021Q3 202310
Xact Kapitalforvaltning AB 10100.02%0.03%0.04%Q3 2016Q4 201810
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.00%Q2 2018Q3 202010
Pinnacle Bancorp, Inc. 910.03%0.04%0.05%Q1 2017Q4 202010
Inspire Investing, LLC 10100.15%0.26%0.36%Q4 2017Q1 202010
Aurora Investment Counsel 10100.44%0.56%0.71%Q3 2020Q4 202210
Concord Wealth Partners 640.00%0.00%0.00%Q1 2021Q3 202310
UBS OCONNOR LLC 910.02%0.19%0.35%Q2 2013Q2 202010
Lombard Odier Asset Management (Switzerland) SA 820.01%0.08%0.17%Q2 2014Q4 201910
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 550.00%0.00%0.00%Q2 2018Q3 202110
Horan Securities, Inc. 720.00%0.00%0.00%Q1 2021Q2 20239
STEPHENS INC /AR/ 810.00%0.01%0.01%Q3 2019Q4 20229
Blueshift Asset Management, LLC 710.05%0.24%0.88%Q3 2019Q1 20239
FinTrust Capital Advisors, LLC 720.00%0.00%0.01%Q4 2018Q3 20239
Marshall Wace North America L.P. 410.00%0.02%0.10%Q1 2017Q2 20219
PAYDEN & RYGEL 990.00%0.00%0.00%Q2 2013Q2 20159
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 410.00%0.01%0.02%Q4 2019Q3 20239
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. 630.00%0.32%0.61%Q2 2017Q3 20199
OMERS ADMINISTRATION Corp 410.02%0.34%1.34%Q2 2014Q4 20209
Boit C F David 540.27%0.33%0.37%Q2 2021Q3 20239
Crewe Advisors LLC 810.00%0.02%0.04%Q3 2020Q3 20239
NewSquare Capital LLC 810.00%0.56%0.73%Q4 2019Q3 20239
ALPHASIMPLEX GROUP, LLC 540.14%0.20%0.36%Q1 2019Q2 20219
Assured Investment Management LLC 310.00%0.01%0.02%Q1 2015Q3 20189
I.G. INVESTMENT MANAGEMENT, LTD. 540.00%0.01%0.04%Q4 2013Q3 20169
Eventide Asset Management 630.07%0.22%0.41%Q4 2019Q3 20239
HBK INVESTMENTS L P 510.01%0.08%0.20%Q3 2013Q1 20189
Grove Bank & Trust 540.00%0.01%0.01%Q4 2016Q3 20239
HUFF W R ASSET MANAGEMENT CO LLC /DE/ 990.88%1.16%1.87%Q4 2014Q4 20169
SRS Capital Advisors, Inc. 990.00%0.00%0.00%Q3 2021Q3 20239
Key FInancial Inc 990.00%0.00%0.00%Q3 2021Q3 20239
IRONBRIDGE CAPITAL MANAGEMENT LP 990.36%0.52%0.72%Q1 2015Q1 20179
BOOTHBAY FUND MANAGEMENT, LLC 210.01%0.03%0.08%Q4 2016Q3 20229
Capital Group Private Client Services, Inc. 990.02%0.06%0.07%Q3 2021Q3 20239
CAPITAL INTERNATIONAL LTD /CA/ 990.02%0.09%0.14%Q2 2015Q2 20179
First Capital Advisors Group, LLC. 990.16%0.27%0.44%Q4 2016Q4 20189
MCF Advisors LLC 710.00%0.00%0.00%Q2 2013Q3 20239
LNZ Capital LP 411.67%4.02%6.94%Q2 2016Q2 20219
Banco Santander, S.A. 410.00%0.06%0.34%Q3 2018Q1 20229
Sanford Advisory Services, LLC 990.10%0.12%0.13%Q4 2020Q4 20229
MV CAPITAL MANAGEMENT, INC. 990.00%0.00%0.00%Q3 2021Q3 20239
Eagle Bay Advisors LLC 630.00%0.00%0.01%Q2 2021Q3 20239
BENJAMIN EDWARDS INC 990.43%0.93%1.28%Q3 2021Q3 20239
MANAGED ACCOUNT ADVISORS LLC 990.02%0.02%0.03%Q2 2013Q2 20159
Stratos Wealth Partners, LTD. 610.01%0.01%0.01%Q4 2017Q2 20239
TLP GROUP LLC 810.00%0.12%0.35%Q2 2016Q3 20189
Visium Asset Management, LP 810.00%0.10%0.28%Q2 2013Q3 20159
TIVERTON ASSET MANAGEMENT LLC 990.00%0.00%0.01%Q3 2017Q3 20199
Patriot Financial Group Insurance Agency, LLC 420.00%0.01%0.02%Q1 2019Q2 20229
Quent Capital, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
AIGEN INVESTMENT MANAGEMENT, LP 410.10%0.32%1.32%Q1 2020Q1 20238
HANCOCK WHITNEY CORP 410.02%0.03%0.04%Q2 2013Q2 20168
A.R.T. Advisors, LLC 410.02%0.15%0.55%Q2 2015Q2 20208
ATTICUS WEALTH MANAGEMENT, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
PICTET ASSET MANAGEMENT SA 880.33%0.39%0.46%Q3 2021Q2 20238
OPPENHEIMER ASSET MANAGEMENT INC. 620.00%0.00%0.00%Q2 2017Q1 20208
ICC CAPITAL MANAGEMENT INC/ 880.27%0.39%0.52%Q2 2013Q1 20158
Virtu Financial LLC 110.03%0.04%0.07%Q1 2014Q2 20238
Dorsey Wright & Associates 510.01%0.51%1.13%Q2 2013Q3 20208
CLEAR STREET MARKETS LLC 610.00%0.00%0.02%Q2 2013Q2 20238
Stephens Consulting, LLC 880.09%0.17%0.23%Q4 2021Q3 20238
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
FDx Advisors, Inc. 440.01%0.01%0.02%Q4 2015Q1 20188
ZEKE CAPITAL ADVISORS, LLC 880.06%0.08%0.09%Q1 2018Q4 20198
OneAscent Financial Services LLC 410.07%0.14%0.22%Q1 2020Q3 20238
City State Bank 880.00%0.00%0.00%Q4 2021Q3 20238
Pictet North America Advisors SA 880.09%0.23%0.33%Q1 2016Q4 20178
FourThought Financial, LLC 880.02%0.04%0.04%Q4 2020Q3 20228
State of Wyoming 880.02%0.03%0.07%Q4 2021Q3 20238
HITE Hedge Asset Management LLC 510.24%1.02%2.10%Q1 2020Q3 20238
HABERER REGISTERED INVESTMENT ADVISOR INC 880.02%0.03%0.04%Q2 2013Q1 20158
Virtus Investment Advisers, Inc. 530.03%0.08%0.14%Q3 2016Q1 20238
Bayesian Capital Management, LP 210.05%0.19%0.33%Q4 2017Q3 20238
ARGI Investment Services, LLC 440.04%0.06%0.07%Q1 2014Q4 20178
BlueCrest Capital Management Ltd 310.01%0.06%0.30%Q4 2014Q1 20198
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 710.01%0.01%0.02%Q4 2019Q3 20238
CENTRAL BANK & TRUST CO 880.00%0.00%0.00%Q2 2015Q1 20178
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Finer Wealth Management, Inc. 880.43%0.58%0.74%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.01%0.03%0.04%Q4 2021Q3 20238
Ellis Investment Partners, LLC 880.00%0.00%0.01%Q4 2020Q3 20228
TimeScale Financial, Inc. 710.00%0.00%0.00%Q2 2019Q2 20238
PARADIGM ASSET MANAGEMENT CO LLC 510.03%0.17%0.39%Q3 2014Q1 20208
FOX RUN MANAGEMENT, L.L.C. 310.15%0.22%0.32%Q4 2016Q3 20238
Mizuho Trust & Banking Co., Ltd. 880.04%0.05%0.06%Q4 2014Q3 20168
MAI Capital Management 880.01%0.01%0.02%Q2 2018Q1 20208
Manning & Napier Group, LLC 880.01%0.02%0.02%Q4 2017Q3 20198
Covestor Ltd 880.01%0.04%0.09%Q4 2021Q3 20238
BOSTON PRIVATE BANK & TRUST CO 880.01%0.01%0.01%Q2 2013Q1 20158
B. Metzler seel. Sohn & Co. AG 880.01%0.01%0.01%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Airain ltd 310.02%0.18%0.36%Q3 2013Q2 20178
Cetera Investment Advisers 710.00%0.00%0.00%Q4 2020Q3 20238
KESTRA PRIVATE WEALTH SERVICES, LLC 880.01%0.02%0.02%Q4 2021Q3 20238
REGENTATLANTIC CAPITAL LLC 710.00%0.02%0.04%Q4 2014Q3 20228
WFG Advisors, LP 710.00%0.00%0.01%Q2 2013Q2 20158
Allspring Global Investments Holdings, LLC 880.02%0.03%0.04%Q4 2021Q3 20238
Sciencast Management LP 110.09%0.34%0.57%Q1 2016Q1 20238
Beacon Pointe Advisors, LLC 880.00%0.01%0.01%Q2 2021Q1 20238
Bell Investment Advisors, Inc 620.00%0.00%0.00%Q3 2021Q3 20238
FIRST HAWAIIAN BANK 710.00%0.01%0.02%Q2 2013Q1 20208
FIRST CITIZENS BANK & TRUST CO 620.03%0.05%0.06%Q2 2013Q3 20238
Ballentine Partners, LLC 530.01%0.01%0.01%Q3 2019Q3 20238
Premier Fund Managers Ltd 710.48%1.18%1.42%Q4 2015Q2 20228
HB Wealth Management, LLC 880.02%0.02%0.02%Q4 2021Q3 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.04%0.05%0.05%Q4 2021Q3 20238
DIVIDEND ASSETS CAPITAL, LLC 880.02%0.05%0.07%Q4 2020Q3 20228
Dean Capital Management 710.45%0.76%1.01%Q2 2019Q3 20238
Watermark Asset Management, Inc. 880.00%0.00%0.01%Q1 2017Q4 20188
GROUP ONE TRADING, L.P. 210.00%0.00%0.00%Q2 2013Q2 20238
KENFARB & CO. 880.01%0.01%0.01%Q4 2021Q3 20238
GUARDIAN INVESTOR SERVICES LLC 880.04%0.05%0.05%Q2 2013Q1 20158
Orion Portfolio Solutions, LLC 430.00%0.01%0.01%Q4 2019Q3 20237
CORBYN INVESTMENT MANAGEMENT INC/MD 770.80%1.05%1.19%Q2 2020Q4 20217
Addison Advisors LLC 770.00%0.01%0.01%Q2 2021Q4 20227
Metis Global Partners, LLC 770.03%0.04%0.05%Q1 2022Q3 20237
Compagnie Lombard Odier SCmA 610.00%0.00%0.01%Q4 2013Q3 20237
Avestar Capital, LLC 770.00%0.00%0.00%Q4 2017Q2 20197
MOTCO 410.00%0.00%0.00%Q4 2017Q3 20227
TILIA FIDUCIARY PARTNERS, INC. 770.02%0.02%0.02%Q4 2021Q2 20237
SYSTEMATIC FINANCIAL MANAGEMENT LP 770.09%0.72%1.06%Q2 2013Q4 20147
FOUNDERS BANK & TRUST 770.01%0.01%0.01%Q2 2013Q4 20147
NCM Capital Advisers, Inc. 770.02%0.32%0.81%Q4 2014Q2 20167
Beacon Capital Management, LLC 770.02%0.02%0.03%Q1 2022Q3 20237
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.10%0.14%0.18%Q1 2022Q3 20237
Aquila Investment Management LLC 771.20%1.94%2.63%Q4 2021Q2 20237
AGF INVESTMENTS INC. 410.00%0.00%0.00%Q2 2016Q3 20217
Alpha Paradigm Partners, LLC 430.01%0.12%0.16%Q4 2020Q4 20227
Yorktown Management & Research Co Inc 510.04%0.14%0.54%Q2 2013Q4 20157
Desjardins Global Asset Management Inc. 770.01%0.01%0.03%Q4 2021Q2 20237
OCCUDO QUANTITATIVE STRATEGIES LP 510.03%0.12%0.30%Q1 2021Q3 20237
ELLINGTON MANAGEMENT GROUP LLC 210.02%0.10%0.14%Q2 2013Q3 20187
First Trust Direct Indexing L.P. 770.04%0.09%0.14%Q1 2022Q3 20237
PARK AVENUE SECURITIES LLC 310.01%0.02%0.02%Q1 2019Q3 20237
Gideon Capital Advisors, Inc. 210.11%0.40%0.93%Q2 2014Q4 20197
Squar Milner Financial Services LLC 520.00%0.00%0.00%Q2 2018Q1 20207
Impax Asset Management Group plc 770.00%0.01%0.02%Q1 2019Q3 20207
PHH Investments, Ltd. 770.34%0.36%0.38%Q2 2018Q4 20197
BRIDGEWAY CAPITAL MANAGEMENT, LLC 610.00%0.36%0.57%Q2 2013Q1 20177
Optimal Asset Management, Inc. 770.07%0.15%0.18%Q1 2020Q3 20217
EAGLE ASSET MANAGEMENT INC 770.01%0.02%0.02%Q2 2015Q4 20167
Ergoteles LLC 210.02%0.03%0.06%Q3 2020Q2 20237
KINGS POINT CAPITAL MANAGEMENT 770.00%0.00%0.00%Q2 2019Q4 20207
CORNERCAP INVESTMENT COUNSEL INC 520.13%0.14%0.15%Q1 2021Q3 20237
Cetera Advisors LLC 410.00%0.01%0.02%Q1 2015Q4 20217
IBEX WEALTH ADVISORS 610.04%0.21%0.32%Q3 2016Q2 20197
PFS INVESTMENTS INC. 770.01%0.02%0.02%Q1 2020Q3 20217
PSI Advisors, LLC 520.00%0.00%0.00%Q4 2021Q3 20237
HIGHBRIDGE CAPITAL MANAGEMENT LLC 310.00%0.07%0.21%Q2 2013Q1 20177
PineBridge Investments, L.P. 320.00%0.00%0.02%Q1 2014Q2 20237
Beaird Harris Wealth Management, LLC 770.00%0.01%0.03%Q1 2022Q3 20237
Destiny Wealth Partners, LLC 520.01%0.03%0.06%Q4 2020Q3 20227
TRANSCEND CAPITAL ADVISORS, LLC 770.02%0.03%0.04%Q3 2021Q1 20237
Carolina Wealth Advisors, LLC 770.01%1.52%2.77%Q4 2019Q2 20217
SeaCrest Wealth Management, LLC 610.00%0.00%0.01%Q4 2017Q2 20227
Vestmark Advisory Solutions, Inc. 610.00%0.03%0.05%Q4 2019Q2 20237
CAMBRIDGE TRUST CO 770.00%0.00%0.00%Q4 2021Q2 20237
ANALYTIC INVESTORS, LLC 520.00%0.15%0.50%Q2 2013Q1 20157
First Heartland Consultants, Inc. 770.02%0.04%0.05%Q1 2022Q3 20237
Absolute Return Capital, LLC 770.03%0.21%0.66%Q3 2013Q1 20157
Beck Bode, LLC 210.01%1.87%3.82%Q1 2019Q3 20237
TCF National Bank 770.04%0.05%0.05%Q3 2019Q1 20217
SECURITY NATIONAL TRUST CO 770.00%0.00%0.00%Q4 2015Q2 20177
Onex Canada Asset Management Inc. 770.28%0.35%0.40%Q1 2019Q3 20207
GREEN ARROW CAPITAL MANAGEMENT LLC 510.51%1.21%1.97%Q2 2013Q4 20146
Ferris Capital, LLC 510.01%0.01%0.01%Q2 2017Q1 20196
BRADLEY FOSTER & SARGENT INC/CT 660.00%0.01%0.01%Q4 2020Q1 20226
Longbow Capital Partners, L.P. 660.47%2.75%4.56%Q2 2014Q3 20156
Lloyd Advisory Services, LLC. 660.00%0.01%0.01%Q4 2020Q1 20226
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 660.02%0.03%0.03%Q2 2022Q3 20236
BRC Investment Management LLC 510.07%2.21%3.47%Q2 2013Q3 20166
Invictus RG Pte. Ltd. 210.01%0.15%0.45%Q2 2013Q2 20156
DONALDSON CAPITAL MANAGEMENT, LLC 660.02%0.03%0.04%Q3 2020Q4 20216
First American Bank 660.02%0.12%0.20%Q1 2020Q2 20216
CARLSON CAPITAL L P 420.20%0.65%1.10%Q3 2013Q2 20176
Quantitative Systematic Strategies LLC 310.29%0.53%0.86%Q4 2017Q2 20216
SOA Wealth Advisors, LLC. 660.00%0.00%0.00%Q4 2020Q1 20226
BROWN ADVISORY INC 410.00%0.00%0.00%Q4 2016Q1 20196
Atlas Private Wealth Advisors 660.00%0.00%0.00%Q2 2020Q3 20216
Blue Trust, Inc. 660.00%0.01%0.01%Q2 2022Q3 20236
Czech National Bank 660.04%0.05%0.06%Q3 2022Q4 20236
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 660.07%0.07%0.09%Q3 2021Q4 20226
Legacy Financial Advisors, Inc. 660.00%0.00%0.01%Q4 2017Q1 20196
Euclid Advisors LLC 310.01%0.12%0.21%Q2 2013Q2 20166
Sequoia Financial Advisors, LLC 330.00%0.01%0.02%Q1 2019Q3 20236
Advisory Alpha, LLC 310.01%0.04%0.05%Q1 2019Q3 20236
QUANTRES ASSET MANAGEMENT Ltd 210.13%0.23%0.43%Q1 2015Q4 20186
Disciplined Investments, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
Tidal Investments LLC 330.01%0.01%0.01%Q4 2021Q3 20236
COLDSTREAM CAPITAL MANAGEMENT INC 410.00%0.01%0.01%Q4 2021Q3 20236
Crosspoint Capital Strategies, LLC 510.01%0.06%0.12%Q4 2013Q4 20156
MinichMacGregor Wealth Management, LLC 410.00%0.05%0.12%Q4 2015Q4 20226
Hexagon Capital Partners LLC 660.00%0.00%0.01%Q2 2022Q3 20236
Freedman Financial Associates, Inc. 660.01%0.01%0.01%Q4 2020Q1 20226
Washington Trust Advisors, Inc. 660.00%0.00%0.00%Q4 2021Q1 20236
O'Shares Investment Advisers, LLC 660.09%0.10%0.11%Q4 2018Q1 20206
Ellevest, Inc. 660.01%0.01%0.02%Q4 2019Q1 20216
CITIZENS FINANCIAL GROUP INC/RI 660.00%0.00%0.00%Q1 2019Q2 20206
Shelter Harbor Advisors, LP 315.08%6.91%11.18%Q4 2017Q4 20196
REGIONS FINANCIAL CORP 420.00%0.00%0.00%Q2 2018Q4 20196
SJS Investment Consulting Inc. 510.00%0.00%0.01%Q1 2022Q3 20236
Magnetar Financial LLC 210.01%0.01%0.02%Q2 2015Q3 20226
GENESEE VALLEY TRUST CO 660.14%0.23%0.30%Q2 2013Q3 20146
Monument Capital Management 661.07%1.17%1.41%Q4 2018Q1 20206
INTECH INVESTMENT MANAGEMENT LLC 660.04%0.12%0.19%Q2 2022Q3 20236
ALGERT GLOBAL LLC 420.03%0.30%0.62%Q4 2020Q2 20236
NEW ENGLAND SECURITIES CORP /MA/ 660.00%0.00%0.01%Q2 2013Q3 20146
FIRST AMERICAN TRUST, FSB 661.17%1.39%1.52%Q2 2022Q3 20236
Nuveen Fund Advisors, LLC 660.06%0.10%0.13%Q2 2016Q3 20176
Lloyds Banking Group plc 660.01%0.02%0.02%Q2 2013Q3 20146
DAVENPORT & Co LLC 660.00%0.00%0.01%Q4 2020Q1 20226
JMAC ENTERPRISES LLC 660.05%0.06%0.07%Q2 2022Q3 20236
1919 Investment Counsel, LLC 660.00%0.00%0.00%Q2 2013Q3 20146
Somerset Trust Co 660.60%0.64%0.67%Q4 2013Q1 20156
Alaska Permanent Fund Corp 420.00%0.00%0.00%Q1 2022Q3 20236
Capital Advisors, Ltd. LLC 510.00%0.00%0.00%Q1 2022Q3 20236
MUNDER CAPITAL MANAGEMENT 660.01%0.01%0.01%Q2 2013Q3 20146
Hilton Capital Management, LLC 310.01%0.02%0.03%Q1 2019Q1 20236
JANICZEK WEALTH MANAGEMENT, LLC 660.00%0.00%0.00%Q3 2021Q4 20226
Covea Finance 660.12%0.20%0.40%Q3 2022Q4 20236
Certified Advisory Corp 660.00%0.00%0.00%Q2 2018Q3 20196
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 660.06%0.21%0.27%Q2 2013Q3 20146
BAIRD ROBERT W & CO INC /WI/ 510.00%0.03%0.05%Q2 2013Q1 20156
Price Wealth, LLC 310.00%0.00%0.01%Q4 2017Q3 20206
Venturi Wealth Management, LLC 510.00%0.04%0.06%Q4 2018Q3 20236
Centennial Wealth Advisory LLC 660.19%0.21%0.23%Q2 2022Q3 20236
Henrickson Nauta Wealth Advisors, Inc. 330.14%0.17%0.21%Q4 2021Q2 20236
Laurion Capital Management LP 210.00%0.01%0.05%Q1 2017Q1 20226
OneDigital Investment Advisors LLC 660.00%0.00%0.01%Q1 2018Q2 20196
SEI TRUST CO 660.03%0.04%0.06%Q2 2013Q3 20146
Voya Financial Advisors, Inc. 510.04%0.05%0.06%Q1 2015Q3 20166
Schubert & Co 660.00%0.00%0.00%Q4 2021Q1 20236
Versor Investments LP 510.04%0.08%0.19%Q4 2018Q4 20226
Strategic Wealth Partners, Ltd. 660.00%0.03%0.04%Q1 2018Q2 20196
Values First Advisors, Inc. 660.14%0.18%0.21%Q2 2022Q3 20236
Grace Capital 330.30%0.53%0.83%Q1 2015Q2 20196
Covalis Capital LLP 412.73%5.07%6.92%Q1 2018Q2 20236
Apollon Wealth Management, LLC 510.02%0.04%0.08%Q2 2020Q3 20226
Parisi Gray Wealth Management 660.00%0.00%0.00%Q4 2017Q1 20196
Syntal Capital Partners, LLC 660.03%0.06%0.10%Q2 2014Q3 20156
AHL Partners LLP 330.04%0.09%0.15%Q4 2015Q3 20176
ELEMENT CAPITAL MANAGEMENT LLC 310.04%0.11%0.17%Q4 2015Q3 20236
CREATIVE FINANCIAL DESIGNS INC /ADV 510.00%0.00%0.00%Q4 2020Q3 20236
RFG Advisory, LLC 550.02%0.03%0.03%Q4 2020Q4 20215
DUNCKER STREETT & CO INC 550.00%0.00%0.00%Q2 2013Q2 20145
GAM SYSTEMATIC LLP 320.03%0.15%0.30%Q4 2014Q3 20165
Kaizen Advisory, LLC 550.01%0.01%0.02%Q4 2017Q4 20185
B.O.S.S. Retirement Advisors, LLC 550.31%0.38%0.48%Q4 2022Q4 20235
VIRGINIA RETIREMENT SYSTEMS ET AL 210.00%0.01%0.02%Q2 2013Q1 20235
Pearl River Capital, LLC 210.14%0.38%0.72%Q1 2019Q3 20235
Arkadios Wealth Advisors 410.00%0.00%0.01%Q4 2019Q3 20215
Journey Advisory Group, LLC 550.03%0.04%0.05%Q3 2022Q3 20235
Alta Advisers Ltd 550.04%0.04%0.05%Q3 2022Q3 20235
ADVISOR PARTNERS II, LLC 550.02%0.04%0.05%Q3 2022Q3 20235
Integrated Wealth Management 550.00%0.00%0.01%Q1 2015Q1 20165
Quantinno Capital Management LP 410.02%0.14%0.55%Q4 2018Q3 20235
Convergence Investment Partners, LLC 410.00%0.29%0.53%Q3 2013Q1 20185
Gateway Advisory, LLC 550.12%0.44%0.75%Q3 2015Q3 20165
Vontobel Holding Ltd. 410.00%0.00%0.00%Q4 2020Q3 20235
WestEnd Advisors, LLC 410.00%0.00%0.00%Q2 2022Q3 20235
Park Avenue Institutional Advisers LLC 550.05%0.06%0.07%Q2 2015Q2 20165
Pine River Capital Management L.P. 310.00%0.01%0.02%Q1 2014Q4 20155
Aquatic Capital Management LLC 210.03%0.10%0.27%Q4 2021Q3 20235
Valeo Financial Advisors, LLC 320.00%0.00%0.00%Q3 2018Q2 20205
Focused Wealth Management, Inc 410.01%0.10%0.14%Q2 2016Q1 20235
FULTON BANK, N.A. 550.01%0.01%0.02%Q4 2022Q4 20235
IEQ CAPITAL, LLC 550.01%0.01%0.02%Q3 2022Q3 20235
Grantham, Mayo, Van Otterloo & Co. LLC 550.00%0.00%0.00%Q4 2015Q4 20165
Edge Advisors, LLC 410.00%0.00%0.00%Q4 2016Q1 20185
WOLFF WIESE MAGANA LLC 410.00%0.00%0.01%Q4 2020Q4 20225
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 410.02%0.03%0.05%Q3 2018Q2 20235
Hexavest Inc. 550.14%0.16%0.17%Q1 2020Q1 20215
SIR Capital Management, L.P. 551.05%1.66%2.84%Q2 2013Q2 20145
Artisan Partners Limited Partnership 550.10%0.23%0.29%Q4 2019Q4 20205
Stratos Wealth Advisors, LLC 550.03%0.05%0.06%Q3 2022Q3 20235
Strategic Asset Management, LLC 550.05%0.06%0.07%Q3 2021Q3 20225
Waratah Capital Advisors Ltd. 210.01%0.02%0.03%Q1 2021Q3 20235
Sierra Capital LLC 550.00%0.00%0.00%Q4 2021Q4 20225
WILMINGTON TRUST CO 550.01%0.01%0.01%Q2 2013Q2 20145
FORA Capital, LLC 210.11%0.18%0.26%Q4 2019Q1 20225
KCM INVESTMENT ADVISORS LLC 550.01%0.01%0.01%Q1 2022Q1 20235
Li Winifred I 410.00%0.00%0.00%Q2 2013Q4 20145
US Asset Management LLC 210.17%0.19%0.21%Q3 2021Q1 20235
Zhang Financial LLC 550.14%0.19%0.24%Q2 2022Q2 20235
West Family Investments, Inc. 410.07%0.09%0.12%Q2 2021Q3 20225
Strategic Capital Group LLC 550.01%0.01%0.02%Q2 2013Q2 20145
OXFORD ASSET MANAGEMENT LLP 410.01%0.05%0.12%Q1 2017Q3 20185
Princeton Alpha Management LP 410.04%0.19%0.46%Q3 2014Q1 20175
Cavalier Investments, LLC 550.30%0.31%0.32%Q2 2016Q2 20175
OneAscent Wealth Management LLC 410.10%0.12%0.13%Q2 2022Q3 20235
Savior LLC 550.00%0.00%0.01%Q4 2019Q4 20205
NFJ INVESTMENT GROUP, LLC 550.00%0.01%0.02%Q1 2021Q1 20225
FormulaFolio Investments, LLC 210.00%0.10%0.28%Q4 2015Q2 20215
Bridgefront Capital, LLC 210.23%0.35%0.52%Q1 2021Q3 20235
Essex Savings Bank 320.00%0.03%0.08%Q4 2018Q2 20225
Global Trust Asset Management, LLC 550.01%0.01%0.01%Q4 2017Q4 20185
First Allied Advisory Services, Inc. 550.02%0.03%0.04%Q2 2016Q2 20175
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 410.02%0.04%0.06%Q4 2017Q4 20195
AIA Investment Management Private Ltd 550.02%0.02%0.03%Q3 2019Q3 20205
Twin Tree Management, LP 310.00%0.00%0.01%Q1 2016Q3 20205
VALLEY WEALTH MANAGERS, INC. 550.00%0.00%0.00%Q2 2022Q2 20235
AMERICAN NATIONAL BANK 550.00%0.00%0.01%Q3 2022Q3 20235
OLD REPUBLIC INTERNATIONAL CORP 550.61%0.92%1.17%Q2 2021Q2 20225
Heritage Trust Co 550.00%0.00%0.00%Q4 2017Q4 20185
Hudson Bay Capital Management LP 320.00%0.03%0.10%Q3 2021Q3 20235
IndexIQ Advisors LLC 550.00%0.08%0.10%Q1 2021Q1 20225
Mesirow Institutional Investment Management, Inc. 550.21%0.26%0.31%Q3 2022Q3 20235
Azimuth Capital Investment Management LLC 550.01%0.01%0.01%Q2 2022Q2 20235
Snowden Capital Advisors LLC 310.00%0.00%0.01%Q2 2019Q3 20235
DT Investment Partners, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
First Personal Financial Services 310.00%0.00%0.00%Q4 2016Q4 20215
Jump Financial, LLC 210.01%0.05%0.14%Q3 2020Q1 20235
SELDON CAPITAL LP 550.01%0.01%0.01%Q4 2021Q4 20225
Osborn Williams & Donohoe LLC 550.10%0.11%0.13%Q1 2019Q1 20205
AVIANCE CAPITAL MANAGEMENT, LLC 550.01%0.02%0.03%Q3 2015Q3 20165
Wilmington Trust, National Association 550.02%0.03%0.03%Q2 2013Q2 20145
Neo Ivy Capital Management 110.06%0.29%0.67%Q4 2018Q1 20225
COOKSON PEIRCE & CO INC 441.23%1.51%1.75%Q4 2015Q3 20164
Virtue Capital Management, LLC 210.01%0.25%0.40%Q1 2018Q3 20194
Atom Investors LP 440.18%0.21%0.26%Q4 2022Q3 20234
Timber Hill LLC 210.00%0.00%0.00%Q3 2013Q1 20174
HRT FINANCIAL LP 210.02%0.05%0.16%Q3 2019Q3 20224
FIRST MIDWEST BANK TRUST DIVISION 440.03%0.05%0.06%Q1 2016Q4 20164
CoreCap Advisors, LLC 310.01%0.01%0.02%Q4 2021Q4 20224
IronBridge Private Wealth, LLC 440.00%0.00%0.00%Q1 2021Q4 20214
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Cerebellum GP, LLC 210.04%0.12%0.26%Q4 2017Q2 20204
Crabel Capital Management, LLC 440.14%0.21%0.25%Q1 2019Q4 20194
Farther Finance Advisors, LLC 440.01%0.02%0.04%Q4 2022Q3 20234
Centenus Global Management, LP 440.53%1.84%3.52%Q1 2019Q4 20194
F&C Asset Management plc 440.01%0.01%0.01%Q2 2013Q1 20144
Colonial Trust Advisors 440.00%0.00%0.00%Q4 2022Q3 20234
Realta Investment Advisors 440.00%0.01%0.02%Q1 2019Q4 20194
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 440.00%0.00%0.00%Q3 2015Q2 20164
Bryn Mawr Capital Management, LLC 440.02%0.03%0.03%Q4 2022Q3 20234
SouthState Corp 440.00%0.00%0.01%Q4 2021Q3 20224
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 440.02%0.02%0.02%Q4 2017Q3 20184
Ohio National Investments, Inc. 310.04%0.04%0.05%Q1 2015Q1 20164
SAC Capital Advisors LP 440.00%0.01%0.01%Q2 2013Q1 20144
True Wealth Design, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Mitsubishi UFJ Securities Holdings Co., Ltd. 310.01%0.06%0.13%Q2 2015Q2 20174
Corient Private Wealth LLC 440.01%0.01%0.01%Q4 2022Q3 20234
MUFG Securities EMEA plc 210.00%0.05%0.14%Q2 2018Q3 20214
Fund Management at Engine No. 1 LLC 440.03%0.04%0.05%Q4 2022Q3 20234
Hanson & Doremus Investment Management 310.00%0.00%0.00%Q1 2021Q1 20224
Ancora Advisors LLC 310.00%0.00%0.00%Q3 2018Q2 20204
Centiva Capital, LP 310.01%0.02%0.02%Q3 2022Q3 20234
Riverview Trust Co 440.01%0.01%0.01%Q4 2022Q3 20234
Alan B Lancz & Associates, Inc. 440.15%0.16%0.16%Q2 2022Q1 20234
Destination Wealth Management 440.00%0.00%0.00%Q3 2018Q2 20194
Evolution Wealth Advisors, LLC 310.00%0.00%0.00%Q3 2019Q3 20204
BANK OF THE WEST 440.03%0.04%0.04%Q3 2015Q2 20164
DECADE CAPITAL MANAGEMENT LLC 441.73%4.50%6.32%Q2 2013Q1 20144
44 WEALTH MANAGEMENT LLC 210.08%1.12%2.18%Q4 2020Q1 20224
V Wealth Advisors LLC 310.01%0.04%0.06%Q2 2017Q2 20234
FIRST HORIZON CORP 440.01%0.01%0.01%Q3 2020Q2 20214
Meeder Advisory Services, Inc. 440.04%0.05%0.06%Q4 2022Q3 20234
WEDGE CAPITAL MANAGEMENT L L P/NC 440.11%0.22%0.30%Q4 2022Q3 20234
Curi Wealth Management, LLC 310.00%0.00%0.00%Q4 2020Q2 20224
Trifecta Capital Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 440.01%0.02%0.03%Q2 2013Q1 20144
Park Place Capital Corp 440.01%0.01%0.01%Q4 2022Q3 20234
MONEY CONCEPTS CAPITAL CORP 440.00%0.00%0.01%Q1 2022Q4 20224
Prosperity Financial Group, Inc. 440.17%0.23%0.29%Q4 2022Q3 20234
Independent Advisor Alliance 440.01%0.03%0.03%Q1 2019Q4 20194
Pinnacle Wealth Planning Services, Inc. 310.00%0.03%0.04%Q4 2020Q2 20234
DF DENT & CO INC 310.00%0.00%0.01%Q3 2020Q4 20214
PDT Partners, LLC 220.04%0.12%0.26%Q2 2013Q2 20144
MQS Management LLC 110.13%0.23%0.36%Q4 2021Q3 20234
Tradewinds Capital Management, LLC 440.00%0.00%0.00%Q2 2021Q1 20224
NAVELLIER & ASSOCIATES INC 440.09%0.09%0.10%Q2 2016Q1 20174
TWINBEECH CAPITAL LP 110.01%0.14%0.30%Q2 2021Q3 20234
CENTERSQUARE INVESTMENT MANAGEMENT LLC 220.00%0.00%0.00%Q1 2018Q2 20204
Azimuth Capital Management LLC 440.01%0.01%0.01%Q2 2021Q1 20224
GW&K Investment Management, LLC 220.00%0.00%0.00%Q1 2022Q3 20234
JOYN Advisors, Inc. 440.00%0.00%0.01%Q1 2018Q4 20184
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 440.00%0.00%0.00%Q4 2022Q3 20234
Elkhorn Investments, LLC 440.90%0.95%0.98%Q1 2017Q4 20174
Stux Capital Management, LLC 220.07%0.19%0.31%Q2 2013Q2 20144
Peterson Financial Group, Inc. 440.45%0.53%0.63%Q4 2022Q3 20234
Coann Capital LLC 225.33%8.77%14.93%Q1 2021Q4 20224
Wilmington Funds Management Corp 440.02%0.02%0.02%Q2 2013Q1 20144
LONGFELLOW INVESTMENT MANAGEMENT CO LLC 440.01%0.02%0.02%Q4 2020Q3 20214
Machina Capital S.A.S. 310.15%0.50%1.19%Q3 2022Q3 20234
MAGNOLIA CAPITAL MANAGEMENT LTD 440.00%0.00%0.00%Q4 2022Q3 20234
Qtron Investments LLC 440.06%0.11%0.14%Q1 2022Q4 20224
PATTON FUND MANAGEMENT, INC. 310.06%0.56%0.88%Q1 2020Q4 20224
Beacon Bridge Wealth Partners, LLC 440.12%0.15%0.19%Q4 2022Q3 20234
CrestPoint Capital Management, LLC 440.12%0.14%0.16%Q3 2014Q2 20154
XTX Topco Ltd 310.05%0.16%0.29%Q1 2022Q1 20234
Colonial Trust Co / SC 440.02%0.03%0.03%Q4 2022Q3 20234
AIA Group Ltd 440.01%0.02%0.02%Q2 2022Q1 20234
JASINKIEWICZ CAPITAL MANAGEMENT, LP 210.16%0.50%0.98%Q2 2013Q4 20144
Artemis Investment Management LLP 310.02%0.03%0.03%Q4 2014Q1 20164
Golden State Wealth Management, LLC 310.00%0.00%0.00%Q1 2019Q1 20204
TFO Wealth Partners, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Blackstart Capital LP 210.89%2.74%4.16%Q4 2016Q2 20204
Darwin Wealth Management, LLC 210.00%0.69%1.03%Q1 2017Q1 20204
AUGUSTINE ASSET MANAGEMENT INC 440.45%0.52%0.59%Q3 2015Q2 20164
Moloney Securities Asset Management, LLC 440.10%0.11%0.12%Q3 2019Q2 20204
Berger Financial Group, Inc 440.63%0.65%0.71%Q1 2022Q4 20224
Cornerstone Management, Inc. 440.02%0.02%0.02%Q4 2021Q3 20224
Baker Avenue Asset Management, LP 440.00%0.00%0.00%Q4 2022Q3 20234
Walleye Capital LLC 210.00%0.09%0.19%Q1 2021Q3 20234
Y-Intercept (Hong Kong) Ltd 210.06%0.11%0.18%Q2 2021Q1 20234
Bleakley Financial Group, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Pallas Capital Advisors LLC 440.02%0.09%0.13%Q4 2022Q3 20234
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 110.00%0.00%0.00%Q1 2017Q3 20224
Capital Investment Advisory Services, LLC 440.02%0.02%0.02%Q4 2018Q3 20194
B. Metzler seel. Sohn & Co. Holding AG 440.00%0.01%0.02%Q4 2020Q3 20214
Winton Capital Management Ltd 440.09%0.34%0.55%Q2 2013Q1 20144
Stone Ridge Asset Management LLC 210.02%0.02%0.03%Q4 2018Q1 20203
Personal Wealth Partners 210.00%0.00%0.00%Q3 2019Q2 20213
Oak Thistle LLC 210.20%0.55%1.15%Q4 2021Q3 20223
Greenland Capital Management LP 210.39%0.86%1.74%Q4 2022Q3 20233
DECADE RENEWABLE PARTNERS LP 332.42%3.32%4.81%Q4 2022Q2 20233
Resolute Advisors LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Planning Solutions Group LLC 330.26%0.26%0.26%Q4 2018Q2 20193
FDO Partners, LLC 330.10%0.38%0.65%Q4 2016Q2 20173
ST GERMAIN D J CO INC 330.00%0.00%0.00%Q2 2023Q4 20233
HARVEST GROUP WEALTH MANAGEMENT, LLC 330.01%0.01%0.01%Q3 2019Q1 20203
LEVEL FOUR ADVISORY SERVICES, LLC 330.02%0.03%0.03%Q2 2018Q4 20183
Leucadia National 220.01%0.03%0.05%Q2 2023Q3 20233
Private Advisory Group LLC 330.18%0.19%0.20%Q3 2019Q1 20203
Gerstein Fisher 330.03%0.03%0.03%Q1 2016Q3 20163
TURNER INVESTMENTS LLC 330.03%0.03%0.03%Q2 2013Q4 20133
WealthTrust-Arizona, LLC 330.01%0.01%0.01%Q2 2018Q4 20183
FSA Wealth Management LLC 330.00%0.00%0.01%Q4 2019Q2 20203
NatWest Group plc 330.01%0.01%0.02%Q2 2013Q4 20133
Lighthouse Investment Partners, LLC 330.41%0.59%0.77%Q1 2023Q3 20233
Checchi Capital Advisers, LLC 210.01%0.02%0.02%Q1 2016Q2 20223
Psagot Value Holdings Ltd. / (Israel) 330.00%0.00%0.00%Q1 2023Q3 20233
FRED ALGER MANAGEMENT, LLC 210.00%0.00%0.00%Q3 2015Q2 20163
SSI INVESTMENT MANAGEMENT LLC 330.07%0.11%0.12%Q2 2013Q4 20133
Jump Trading, LLC 110.02%0.05%0.08%Q1 2018Q1 20193
Santa Fe Partners LLC 210.11%0.25%0.36%Q3 2013Q3 20143
ALPS ADVISORS INC 210.00%0.00%0.00%Q1 2020Q2 20223
CYNOSURE ADVISORS, LLC 330.07%0.10%0.15%Q4 2017Q2 20183
Strait & Sound Wealth Management LLC 330.21%0.22%0.24%Q4 2022Q2 20233
Bellwether Investment Group, LLC 210.00%0.00%0.01%Q2 2016Q1 20173
Family Legacy, Inc. 330.00%0.00%0.00%Q2 2018Q4 20183
Tradition Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Mattern Wealth Management LLC 330.23%0.26%0.29%Q1 2023Q3 20233
Quarry LP 330.01%0.01%0.01%Q1 2023Q3 20233
Placemark Investments, Inc. 210.00%0.01%0.01%Q2 2013Q4 20143
Icon Wealth Partners, LLC 110.00%0.00%0.00%Q4 2017Q1 20193
FIRST MERCANTILE TRUST CO 330.03%0.03%0.03%Q1 2021Q3 20213
Householder Group Estate & Retirement Specialist, LLC 110.01%0.02%0.03%Q3 2022Q3 20233
IAG Wealth Partners, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
GLG INC. 330.01%0.02%0.02%Q2 2013Q4 20133
Camarda Financial Advisors, LLC 210.00%0.01%0.02%Q4 2014Q2 20193
SPIRIT OF AMERICA MANAGEMENT CORP/NY 330.01%0.06%0.10%Q1 2023Q3 20233
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2015Q1 20213
T. Rowe Price Investment Management, Inc. 210.00%0.01%0.01%Q3 2022Q3 20233
Dynamic Capital Management Ltd 210.19%0.27%0.42%Q3 2013Q4 20153
Perpetual Ltd 331.17%1.24%1.35%Q1 2023Q3 20233
Lombard Odier Asset Management (Europe) Ltd 210.02%0.16%0.45%Q3 2019Q3 20233
Barnett & Company, Inc. 330.00%0.01%0.01%Q3 2019Q1 20203
FORVIS Wealth Advisors, LLC 330.03%0.03%0.03%Q1 2016Q3 20163
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2019Q1 20213
Retirement Group, LLC 330.01%0.01%0.01%Q4 2021Q2 20223
Strategic Capital Alternatives LLC 210.01%0.01%0.02%Q3 2014Q2 20153
MD Financial Management Inc. 330.05%0.05%0.06%Q2 2021Q4 20213
Concert Wealth Management Inc. 330.07%0.08%0.08%Q1 2016Q3 20163
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
Atlas Private Wealth Management 330.01%0.01%0.01%Q3 2020Q1 20213
MKT Advisors LLC 210.16%0.16%0.16%Q1 2022Q4 20223
BlueCrest Capital Management LLP 210.02%0.02%0.03%Q3 2013Q2 20143
MGO ONE SEVEN LLC 210.01%0.01%0.01%Q4 2017Q4 20183
PICTON MAHONEY ASSET MANAGEMENT 330.04%0.08%0.09%Q1 2015Q3 20153
Oxbow Advisors, LLC 210.03%0.03%0.03%Q1 2016Q1 20173
OSTRUM ASSET MANAGEMENT 330.04%0.07%0.09%Q1 2023Q3 20233
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.01%0.02%Q3 2021Q3 20233
HighPoint Advisor Group LLC 210.03%0.03%0.04%Q2 2021Q2 20223
LMR Master Fund Ltd 330.03%0.11%0.21%Q2 2013Q4 20133
Red Tortoise LLC 330.00%0.00%0.00%Q1 2023Q3 20233
NJ State Employees Deferred Compensation Plan 330.18%0.19%0.21%Q1 2023Q3 20233
Point72 Middle East FZE 330.04%0.05%0.07%Q1 2023Q3 20233
Mascoma Wealth Management LLC 330.00%0.00%0.00%Q1 2022Q3 20223
Blueprint Investment Partners LLC 330.06%0.06%0.07%Q3 2021Q1 20223
STABLEFORD CAPITAL II LLC 330.66%0.98%1.24%Q2 2020Q4 20203
ENDEX CAPITAL MANAGEMENT LLC 330.06%0.07%0.08%Q2 2013Q4 20133
ICA Group Wealth Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
PDS Planning, Inc 330.07%0.08%0.08%Q1 2022Q3 20223
First Bank & Trust 330.00%0.00%0.00%Q4 2021Q2 20223
COWA, LLC 210.01%0.01%0.01%Q4 2020Q3 20223
Blue Sky Asset Management, LLC 210.09%0.32%0.47%Q2 2018Q1 20193
ADVISORY RESEARCH INC 210.00%0.00%0.01%Q1 2014Q1 20193
FIRST NEW YORK SECURITIES LLC /NY 210.01%0.04%0.11%Q3 2014Q2 20153
Nikko Asset Management Americas, Inc. 330.02%0.02%0.02%Q2 2017Q4 20173
Citizens Business Bank 330.43%0.46%0.48%Q4 2012Q2 20133
Cornerstone Planning Group LLC 210.00%0.00%0.00%Q4 2022Q3 20233
ABEILLE ASSET MANAGEMENT SA 330.50%0.54%0.58%Q1 2022Q3 20223
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Worth Asset Management, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
Vectors Research Management, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Neuberger Berman Canada ULC 330.10%0.16%0.21%Q4 2013Q2 20143
Quantamental Technologies LLC 110.03%0.11%0.22%Q4 2018Q4 20193
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.01%0.02%0.04%Q4 2020Q4 20223
Financial Gravity Companies, Inc. 210.00%0.00%0.00%Q4 2017Q4 20183
DEERE & CO 330.03%0.03%0.03%Q1 2016Q3 20163
AEGON ASSET MANAGEMENT UK PLC 330.02%0.03%0.04%Q1 2016Q3 20163
Acrospire Investment Management LLC 210.02%0.03%0.06%Q1 2016Q2 20173
Anchor Investment Management, LLC 210.00%0.00%0.01%Q1 2019Q2 20223
Gryphon Financial Partners LLC 330.03%0.04%0.04%Q4 2017Q2 20183
Tradeworx Inc. 210.14%0.30%0.38%Q2 2013Q3 20143
MONETA GROUP INVESTMENT ADVISORS LLC 210.00%0.00%0.00%Q4 2017Q2 20193
Bangor Savings Bank 330.00%0.00%0.00%Q4 2022Q2 20233
WELD CAPITAL MANAGEMENT LLC 330.10%0.41%0.99%Q1 2020Q3 20203
CHURCHILL MANAGEMENT Corp 330.10%0.16%0.19%Q1 2016Q3 20163
ALETHEA CAPITAL MANAGEMENT, LLC 210.33%0.47%0.55%Q1 2020Q1 20213
Empower Advisory Group, LLC 330.10%0.12%0.13%Q1 2023Q3 20233
Elite Wealth Management, Inc. 330.03%0.29%0.76%Q3 2013Q1 20143
Caprock Group, LLC 330.02%0.03%0.03%Q2 2020Q4 20203
Joseph P. Lucia & Associates, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Procyon Advisors, LLC 330.02%0.03%0.04%Q4 2019Q2 20203
CALDWELL SUTTER CAPITAL, INC. 330.02%0.02%0.02%Q1 2023Q3 20233
KARLINSKI ANDREW C 330.00%0.00%0.00%Q4 2021Q2 20223
Benedetti & Gucer, Inc. 330.14%0.16%0.17%Q1 2023Q3 20233
Brookfield Public Securities Group LLC 330.70%1.28%2.35%Q3 2019Q1 20203
Bank of New Hampshire 330.00%0.00%0.00%Q1 2022Q3 20223
Ethic Inc. 210.06%0.13%0.20%Q1 2020Q4 20203
HAP Trading, LLC 110.00%0.01%0.02%Q2 2013Q2 20203
ADIRONDACK TRUST CO 110.00%0.00%0.00%Q3 2015Q4 20182
Atria Wealth Solutions, Inc. 220.01%0.01%0.01%Q2 2023Q3 20232
Cordasco Financial Network 220.00%0.00%0.00%Q4 2014Q1 20152
iSAM Funds (UK) Ltd 220.52%0.70%0.88%Q1 2023Q2 20232
Well Done, LLC 110.01%0.02%0.03%Q1 2018Q4 20182
EQUITABLE TRUST CO 220.02%0.02%0.02%Q2 2022Q3 20222
NORTHERN TRUST CO OF CONNECTICUT 220.04%0.04%0.04%Q2 2013Q3 20132
WEXFORD CAPITAL LP 110.13%0.46%0.78%Q2 2013Q3 20222
Steward Financial Group LLC 110.00%0.00%0.00%Q2 2022Q3 20232
CRAMER ROSENTHAL MCGLYNN LLC 220.24%0.30%0.36%Q2 2013Q3 20132
CLEARBRIDGE, LLC 220.00%0.00%0.00%Q2 2013Q3 20132
UniSuper Management Pty Ltd 220.55%0.67%0.79%Q2 2023Q3 20232
Lido Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Siemens Fonds Invest GmbH 220.02%0.02%0.02%Q1 2022Q2 20222
PERSONAL CFO SOLUTIONS, LLC 220.06%0.06%0.07%Q2 2023Q3 20232
EULAV Asset Management 220.03%0.05%0.06%Q2 2013Q3 20132
SHAPIRO ROBERT N 220.00%0.00%0.01%Q3 2014Q4 20142
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 220.00%0.00%0.00%Q2 2023Q3 20232
SteelPeak Wealth, LLC 220.11%0.11%0.12%Q2 2022Q3 20222
Cribstone Capital Management, LLC 110.00%0.00%0.00%Q4 2017Q2 20222
SkyView Investment Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
GENERAL MOTORS INVESTMENT MANAGEMENT CORP 220.09%0.10%0.10%Q4 2014Q1 20152
XTX MARKETS LLC 111.22%1.39%1.56%Q4 2019Q3 20202
FWL INVESTMENT MANAGEMENT, LLC 110.08%0.09%0.11%Q4 2022Q3 20232
EDMOND DE ROTHSCHILD HOLDING S.A. 220.01%0.01%0.01%Q3 2017Q4 20172
HERITAGE WEALTH MANAGEMENT, LLC 110.00%0.01%0.01%Q1 2021Q4 20222
CALDWELL & ORKIN INC 220.86%0.88%0.89%Q2 2013Q3 20132
Capula Management Ltd 220.00%0.00%0.00%Q2 2021Q3 20212
WealthBridge Capital Management, LLC 220.00%0.01%0.01%Q4 2018Q1 20192
JUMP TRADING, LLC 220.01%0.03%0.05%Q2 2019Q3 20192
Ground Swell Capital, LLC 220.03%0.03%0.04%Q2 2014Q3 20142
Emerald Acquisition Ltd. 220.06%0.06%0.07%Q2 2016Q3 20162
Acrisure Capital Management, LLC 220.35%0.37%0.39%Q4 2022Q1 20232
SHERBROOKE PARK ADVISERS LLC 220.34%0.35%0.36%Q2 2023Q3 20232
Headlands Technologies LLC 220.01%0.05%0.09%Q2 2023Q3 20232
MEITAV INVESTMENT HOUSE LTD 220.01%0.02%0.02%Q2 2018Q3 20182
Tuttle Capital Management, LLC 110.15%0.28%0.40%Q3 2019Q3 20202
LeJeune Puetz Investment Counsel LLC 220.06%0.06%0.06%Q1 2019Q2 20192
BROOKTREE CAPITAL MANAGEMENT 220.06%0.06%0.07%Q4 2019Q1 20202
American Financial Network Advisory Services LLC 220.00%0.00%0.00%Q3 2017Q4 20172
SkyOak Wealth, LLC 220.06%0.06%0.07%Q1 2022Q2 20222
Successful Portfolios LLC 110.12%0.15%0.19%Q3 2019Q1 20222
Oak Point Wealth Management 220.02%0.02%0.02%Q4 2017Q1 20182
Alpine Global Management, LLC 110.04%0.05%0.06%Q4 2014Q2 20152
Bellecapital International Ltd. 220.11%0.13%0.15%Q1 2020Q2 20202
Capitolis Advisors LLC 110.01%0.01%0.01%Q4 2020Q4 20212
INCEPTIONR LLC 220.32%0.51%0.70%Q4 2022Q1 20232
Summit Financial, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
Litman Gregory Wealth Management LLC 220.00%0.00%0.00%Q2 2019Q3 20192
Fiduciary Alliance LLC 110.00%0.01%0.02%Q4 2022Q2 20232
MOORE CAPITAL MANAGEMENT, LP 220.01%0.02%0.02%Q2 2016Q3 20162
Thor Advisors, LLC 110.06%0.14%0.22%Q1 2019Q3 20192
Weaver C. Barksdale & Associates, Inc. 220.12%0.12%0.13%Q2 2013Q3 20132
Soros Fund Management 110.04%0.10%0.15%Q1 2020Q3 20232
361 CAPITAL LLC 220.59%0.79%1.00%Q1 2016Q2 20162
Financial Management Professionals, Inc. 110.00%0.00%0.01%Q2 2016Q3 20232
Hall Kathryn A. 220.06%0.06%0.07%Q4 2014Q1 20152
TD Capital Management LLC 220.03%0.03%0.03%Q2 2013Q3 20132
TIAA, FSB 220.00%0.00%0.00%Q2 2021Q3 20212
Wealth Quarterback LLC 220.00%0.00%0.00%Q4 2019Q1 20202
V-Square Quantitative Management LLC 220.10%0.12%0.14%Q2 2023Q3 20232
BRYN MAWR CAPITAL MANAGEMENT INC 220.07%0.21%0.35%Q4 2013Q1 20142
Stiles Financial Services Inc 220.11%0.11%0.12%Q1 2022Q2 20222
Partnervest Advisory Services LLC 220.01%0.01%0.01%Q2 2013Q3 20132
Palisades Investment Partners, LLC 221.57%1.60%1.62%Q1 2014Q2 20142
iA Global Asset Management Inc. 220.23%0.36%0.48%Q2 2023Q3 20232
True Link Financial Advisors, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Centerpoint Advisors, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Chiron Investment Management, LLC 110.00%0.09%0.18%Q2 2022Q2 20232
Alera Investment Advisors, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Integrated Wealth Concepts LLC 220.01%0.01%0.01%Q2 2023Q3 20232
BAINCO INTERNATIONAL INVESTORS 110.00%0.00%0.01%Q1 2020Q4 20202
Nemes Rush Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Ten Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2021Q4 20222
MEMBERS CAPITAL ADVISORS INC 221.39%1.47%1.55%Q3 2020Q4 20202
HERNDON CAPITAL MANAGEMENT LLC 220.00%0.00%0.00%Q2 2016Q3 20162
Mandatum Life Insurance Co Ltd 220.06%0.06%0.07%Q3 2017Q4 20172
MPS Loria Financial Planners, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Numeric Investors LLC 110.01%0.02%0.03%Q2 2014Q2 20172
TFC Financial Management, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
CAXTON ASSOCIATES LP 110.02%0.47%0.92%Q3 2017Q2 20202
SCHOLTZ & COMPANY, LLC 221.21%1.30%1.39%Q2 2019Q3 20192
Cherry Tree Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
MYCIO WEALTH PARTNERS, LLC 220.00%0.00%0.00%Q1 2016Q2 20162
STOCK YARDS BANK & TRUST CO 110.01%0.01%0.01%Q2 2022Q4 20222
JUPITER ASSET MANAGEMENT LTD 220.04%0.05%0.06%Q2 2022Q3 20222
C WorldWide Group Holding A/S 220.00%0.00%0.00%Q3 2014Q4 20142
Financial Advisors Network, Inc. 110.04%0.06%0.07%Q4 2016Q4 20222
ASB Consultores, LLC 220.10%0.10%0.10%Q4 2021Q1 20222
Wakefield Asset Management LLLP 221.04%1.08%1.13%Q2 2023Q3 20232
R&F Capital Advisors LP 220.12%0.27%0.42%Q4 2016Q1 20172
First National Bank of Mount Dora, Trust Investment Services 220.08%0.09%0.09%Q2 2022Q3 20222
VERUS CAPITAL PARTNERS, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
STIFEL NICOLAUS & CO INC \MO\ 220.05%0.06%0.06%Q2 2013Q3 20132
West Tower Group, LLC 220.00%0.00%0.01%Q2 2023Q3 20232
Man Investments Ltd 220.05%0.17%0.30%Q1 2014Q2 20142
Ziegler Capital Management, LLC 220.46%0.51%0.56%Q2 2013Q3 20132
Samalin Investment Counsel, LLC 220.19%0.20%0.20%Q2 2023Q3 20232
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
Sound Financial Strategies Group, LLC 220.29%0.30%0.31%Q4 2020Q1 20212
Ledyard National Bank 220.00%0.00%0.00%Q3 2018Q4 20182
WealthTrust Fairport, LLC 220.00%0.00%0.00%Q2 2013Q3 20132
J.Safra Asset Management Corp 220.05%0.05%0.05%Q2 2016Q3 20162
Principal Street Partners, LLC 220.03%0.06%0.09%Q4 2020Q1 20212
Argentus Capital Management, LLC 220.01%0.02%0.02%Q2 2016Q3 20162
San Luis Wealth Advisors LLC 110.26%0.39%0.53%Q3 2021Q1 20222
Cordant, Inc. 110.00%0.00%0.00%Q3 2021Q1 20222
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 220.14%0.14%0.15%Q1 2017Q2 20172
Praesidis Advisors LLC 225.51%8.72%11.94%Q2 2013Q3 20132
Braun-Bostich & Associates Inc. 220.01%0.01%0.01%Q3 2018Q4 20182
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Hightower 6M Holding, LLC 220.02%0.02%0.02%Q1 2022Q2 20222
Bartlett & Co. LLC 110.00%0.00%0.00%Q2 2016Q4 20202
Portman Square Capital LLP 110.01%0.13%0.25%Q2 2023Q2 20232
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Intellectus Partners, LLC 220.01%0.01%0.01%Q1 2018Q2 20182
MAPLE SECURITIES USA INC 220.10%0.10%0.10%Q2 2013Q3 20132
Emerson Wealth, LLC 220.27%0.29%0.30%Q4 2018Q1 20192
Asset Dedication, LLC 110.00%0.00%0.00%Q3 2021Q4 20222
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
KOCH INDUSTRIES INC 220.06%0.06%0.07%Q4 2017Q1 20182
Csenge Advisory Group 110.00%0.01%0.02%Q3 2018Q1 20232
Qsemble Capital Management, LP 110.36%0.56%0.76%Q1 2023Q3 20232
Kiwi Wealth Investments Limited Partnership 110.26%0.66%1.05%Q3 2020Q3 20232
NEW YORK LIFE TRUST CO 220.01%0.03%0.05%Q4 2016Q1 20172
Avior Wealth Management, LLC 220.00%0.00%0.00%Q2 2020Q3 20202
Capital Asset Advisory Services LLC 110.03%0.04%0.06%Q4 2019Q4 20202
Parametrica Management Ltd 110.15%0.18%0.21%Q1 2017Q4 20172
AlphaOne Investment Services, LLC 220.01%0.01%0.01%Q4 2017Q1 20182
Karp Capital Management Corp 110.00%0.02%0.04%Q1 2017Q4 20182
Sageworth Trust Co 110.00%0.00%0.00%Q2 2020Q4 20222
CHATHAM CAPITAL GROUP, INC. 220.46%0.47%0.48%Q2 2023Q3 20232
DARK FOREST CAPITAL MANAGEMENT LP 110.02%0.02%0.03%Q3 2021Q3 20232
Signition LP 110.32%0.72%1.11%Q4 2017Q3 20182
Liontrust Investment Partners LLP 110.01%0.01%0.01%Q4 2020Q3 20212
Industrial Alliance Investment Management Inc. 110.24%0.24%0.25%Q1 2023Q3 20232
PRW Wealth Management LLC 220.00%0.00%0.01%Q4 2018Q1 20192
Milestone Investment Advisors LLC 110.02%0.02%0.02%Q1 2023Q3 20232
Hutchin Hill Capital, LP 110.01%0.03%0.04%Q1 2017Q3 20172
Itau Unibanco Holding S.A. 220.01%0.01%0.02%Q4 2019Q1 20202
Ecofin Advisors Ltd 110.53%0.53%0.53%Q3 2013Q3 20131
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 110.01%0.01%0.01%Q2 2021Q2 20211
Next Capital Management LLC 110.01%0.01%0.01%Q2 2019Q2 20191
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Carmichael Hill & Associates, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Consolidated Planning Corp 110.01%0.01%0.01%Q3 2021Q3 20211
Kathmere Capital Management, LLC 110.03%0.03%0.03%Q3 2020Q3 20201
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Iron Horse Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
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Jackson Creek Investment Advisors LLC 110.25%0.25%0.25%Q1 2022Q1 20221
NORTHWEST INVESTMENT COUNSELORS, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Rossmore Private Capital 110.05%0.05%0.05%Q4 2017Q4 20171
KRS Capital Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
TCTC Holdings, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
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Claraphi Advisory Network, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
MAVERICK CAPITAL LTD 110.00%0.00%0.00%Q1 2021Q1 20211
New Millennium Group LLC 110.00%0.00%0.00%Q4 2022Q4 20221
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Investment Research & Advisory Group, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
Covington Capital Management 110.00%0.00%0.00%Q3 2022Q3 20221
QUALCOMM INC/DE 110.15%0.15%0.15%Q2 2014Q2 20141
QRG CAPITAL MANAGEMENT, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
OLD MISSION CAPITAL LLC 110.05%0.05%0.05%Q1 2020Q1 20201
Willingdon Wealth Management 110.00%0.00%0.00%Q3 2019Q3 20191
Pictet Asset Management Holding SA 110.31%0.31%0.31%Q3 2023Q3 20231
Eclectica Asset Management LLP 110.95%0.95%0.95%Q2 2013Q2 20131
Widmann Financial Services, Inc. 110.05%0.05%0.05%Q4 2021Q4 20211
Interchange Capital Partners, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
PLATINUM INVESTMENT MANAGEMENT LTD 110.00%0.00%0.00%Q3 2023Q3 20231
SUMIT CAPITAL, LLC 110.41%0.41%0.41%Q4 2013Q4 20131
PINNACLE FINANCIAL PARTNERS INC 110.00%0.00%0.00%Q3 2022Q3 20221
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Gary Goldberg Planning Services Inc 110.00%0.00%0.00%Q1 2014Q1 20141
Perkins Coie Trust Co 110.00%0.00%0.00%Q3 2023Q3 20231
Spartan Planning & Wealth Management 110.29%0.29%0.29%Q1 2022Q1 20221
Alerus Investment Advisors Corp 110.00%0.00%0.00%Q1 2016Q1 20161
Clarus Wealth Advisors 110.01%0.01%0.01%Q2 2018Q2 20181
HEADINVEST, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Regal Wealth Group, Inc. 110.02%0.02%0.02%Q1 2021Q1 20211
Financial Sense Advisors, Inc. 110.48%0.48%0.48%Q2 2013Q2 20131
Gilbert & Cook, Inc. 110.06%0.06%0.06%Q2 2019Q2 20191
Delpha Capital Management, LLC 110.30%0.30%0.30%Q4 2017Q4 20171
PACIFIC SUN FINANCIAL CORP 110.17%0.17%0.17%Q4 2017Q4 20171
CI Global Investments Inc. 110.00%0.00%0.00%Q2 2017Q2 20171
Aventail Capital Group, LP 114.92%4.92%4.92%Q4 2020Q4 20201
HighVista Strategies LLC 110.16%0.16%0.16%Q1 2019Q1 20191
Starfire Investment Advisers, Inc. 110.27%0.27%0.27%Q4 2017Q4 20171
WIPFLI FINANCIAL ADVISORS LLC, 110.01%0.01%0.01%Q3 2022Q3 20221
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First Command Financial Services, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
Manatuck Hill Partners, LLC 110.56%0.56%0.56%Q3 2022Q3 20221
Reby Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Solstein Capital, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Astrantus Ltd 110.71%0.71%0.71%Q1 2022Q1 20221
INGALLS & SNYDER LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Graham Capital Management, L.P. 110.02%0.02%0.02%Q1 2022Q1 20221
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
Wealthspire Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
GENWORTH FINANCIAL INC 110.02%0.02%0.02%Q2 2013Q2 20131
Secure Asset Management, LLC 110.14%0.14%0.14%Q4 2019Q4 20191
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Perigon Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
WOLVERINE ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Athanor Capital, LP 110.02%0.02%0.02%Q4 2020Q4 20201
Stanley-Laman Group, Ltd. 110.04%0.04%0.04%Q2 2022Q2 20221
Exane Asset Management 110.01%0.01%0.01%Q1 2018Q1 20181
Avion Wealth 110.00%0.00%0.00%Q2 2023Q2 20231
AXQ CAPITAL, LP 110.62%0.62%0.62%Q3 2023Q3 20231
SPRING CREEK CAPITAL LLC 110.04%0.04%0.04%Q2 2018Q2 20181
Authentikos Wealth Advisory, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
JS Capital Management LLC 110.03%0.03%0.03%Q2 2020Q2 20201
RETIREMENT INCOME SOLUTIONS, INC 110.93%0.93%0.93%Q4 2017Q4 20171
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Jane Street Holding, LLC 110.02%0.02%0.02%Q2 2013Q2 20131
VitalStone Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
FOSTER DYKEMA CABOT & CO INC/MA 110.00%0.00%0.00%Q3 2023Q3 20231
DRIEHAUS CAPITAL MANAGEMENT LLC 110.02%0.02%0.02%Q1 2016Q1 20161
Leonard Rickey Investment Advisors P.L.L.C. 110.14%0.14%0.14%Q3 2019Q3 20191
PrairieView Partners, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
EdgeRock Capital LLC 110.00%0.00%0.00%Q3 2022Q3 20221
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
Cinctive Capital Management LP 110.29%0.29%0.29%Q2 2021Q2 20211
Sagefield Capital LP 110.19%0.19%0.19%Q4 2021Q4 20211
PALLADIUM PARTNERS LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Clear Harbor Asset Management, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Bank Julius Baer & Co. Ltd, Zurich 110.00%0.00%0.00%Q3 2020Q3 20201
Handelsbanken Fonder AB 110.01%0.01%0.01%Q4 2015Q4 20151
Mariner Wealth Advisors-NYC, LLC 110.01%0.01%0.01%Q1 2015Q1 20151
Cardinal Capital Management, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
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Pacific Center for Financial Services 110.01%0.01%0.01%Q4 2017Q4 20171
NinePointTwo Capital LLC 110.11%0.11%0.11%Q4 2022Q4 20221
Daiwa Capital Markets America Inc. 110.00%0.00%0.00%Q4 2013Q4 20131
Safeguard Financial, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
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Price Capital Management, Inc. 110.76%0.76%0.76%Q3 2019Q3 20191
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Claro Advisors LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Nine Chapters Capital Management LLC 110.08%0.08%0.08%Q4 2014Q4 20141
MANA Advisors LLC 110.33%0.33%0.33%Q4 2017Q4 20171
BKS ADVISORS, LLC 110.07%0.07%0.07%Q3 2016Q3 20161
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Ilmarinen Mutual Pension Insurance Co 110.02%0.02%0.02%Q3 2020Q3 20201
Nebula Research & Development LLC 110.23%0.23%0.23%Q2 2023Q2 20231
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Orion Capital Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
COMERICA SECURITIES,INC. 110.00%0.00%0.00%Q4 2022Q4 20221
YorkBridge Wealth Partners, LLC 110.02%0.02%0.02%Q4 2016Q4 20161
Holloway Wealth Management, LLC 110.02%0.02%0.02%Q3 2018Q3 20181
InView Investment Management LLC 112.41%2.41%2.41%Q2 2013Q2 20131
First Command Bank 110.00%0.00%0.00%Q3 2022Q3 20221
Invictus RG 110.02%0.02%0.02%Q2 2016Q2 20161
Clark Capital Management Group, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
Yaupon Capital Management LP 111.36%1.36%1.36%Q3 2023Q3 20231
NAN FUNG TRINITY (HK) Ltd 110.09%0.09%0.09%Q2 2020Q2 20201
Sante Capital Fund, LP 111.46%1.46%1.46%Q3 2022Q3 20221
WBI INVESTMENTS, LLC 110.17%0.17%0.17%Q4 2015Q4 20151
OLD SECOND NATIONAL BANK OF AURORA 110.00%0.00%0.00%Q3 2021Q3 20211
Chicago Partners Investment Group LLC 110.00%0.00%0.00%Q4 2016Q4 20161
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TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Vollero Beach Capital Partners LLC 110.97%0.97%0.97%Q2 2016Q2 20161
Sanoor Capital Management LP 117.20%7.20%7.20%Q4 2018Q4 20181
Bremer Bank National Association 110.01%0.01%0.01%Q1 2019Q1 20191
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 110.10%0.10%0.10%Q2 2013Q2 20131
COHEN & STEERS CAPITAL MANAGEMENT INC 110.33%0.33%0.33%Q1 2015Q1 20151
NBC SECURITIES, INC. 110.26%0.26%0.26%Q3 2023Q3 20231
NORTHPOINTE CAPITAL LLC 110.07%0.07%0.07%Q2 2013Q2 20131
MACROVIEW INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP 110.95%0.95%0.95%Q2 2018Q2 20181
QCM Cayman, Ltd. 110.23%0.23%0.23%Q1 2015Q1 20151
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
AMI INVESTMENT MANAGEMENT INC 110.09%0.09%0.09%Q1 2022Q1 20221
ACCURATE INVESTMENT SOLUTIONS, INC. 110.01%0.01%0.01%Q4 2019Q4 20191
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Allred Capital Management, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
MKD WEALTH COACHES, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
McKinley Carter Wealth Services, Inc. 110.01%0.01%0.01%Q1 2018Q1 20181
Grey Fox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Measured Wealth Private Client Group, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
INTEGRAL DERIVATIVES, LLC 110.02%0.02%0.02%Q3 2016Q3 20161
STANCORP INVESTMENT ADVISERS INC 110.04%0.04%0.04%Q1 2015Q1 20151
TTP Investments, Inc. 111.86%1.86%1.86%Q4 2017Q4 20171
KANALY TRUST CO 110.00%0.00%0.00%Q4 2016Q4 20161
HORIZON BANCORP INC /IN/ 110.06%0.06%0.06%Q4 2019Q4 20191
RGT Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Great Diamond Partners, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
SOCIETE GENERALE 110.02%0.02%0.02%Q2 2016Q2 20161
TFS CAPITAL LLC 110.01%0.01%0.01%Q2 2013Q2 20131
PACES FERRY WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
FIDUCIARY TRUST INTERNATIONAL LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Amalgamated Financial Corp. 110.04%0.04%0.04%Q1 2022Q1 20221
HOEY INVESTMENTS, INC 110.00%0.00%0.00%Q1 2021Q1 20211
Castleview Partners, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
VisionPoint Advisory Group, LLC 110.58%0.58%0.58%Q4 2018Q4 20181
Elequin Capital, LP 110.00%0.00%0.00%Q2 2023Q2 20231
Enterprise Trust & Investment Co 110.00%0.00%0.00%Q2 2022Q2 20221
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
RELIANCE TRUST CO OF DELAWARE 110.02%0.02%0.02%Q2 2016Q2 20161
Arlington Partners LLC 110.01%0.01%0.01%Q2 2023Q2 20231
FRONTIER INVESTMENT MGMT CO 110.01%0.01%0.01%Q2 2020Q2 20201
DUBUQUE BANK & TRUST CO 110.00%0.00%0.00%Q1 2019Q1 20191
BREMER TRUST NATIONAL ASSOCIATION 110.01%0.01%0.01%Q4 2018Q4 20181
Eaton Financial Holdings Company, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Gyon Technologies Capital Management, LP 110.21%0.21%0.21%Q3 2021Q3 20211
GoalVest Advisory LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Belvedere Trading LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Comprehensive Financial Consultants Institutional, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
EQUITEC PROPRIETARY MARKETS, LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Morningstar Investment Management LLC 110.03%0.03%0.03%Q2 2023Q2 20231
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
NEXT Financial Holdings 110.03%0.03%0.03%Q1 2019Q1 20191
DAYMARK WEALTH PARTNERS, LLC 110.05%0.05%0.05%Q1 2023Q1 20231
JBJ Investment Partners, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Bellwether Advisors, LLC 110.50%0.50%0.50%Q4 2022Q4 20221
AM Squared Ltd 110.15%0.15%0.15%Q1 2023Q1 20231
Independence Bank of Kentucky 110.00%0.00%0.00%Q2 2023Q2 20231
EXENCIAL WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q1 2013Q1 20131
Independent Portfolio Consultants, Inc. 110.00%0.00%0.00%Q1 2015Q1 20151
ALBERT D MASON INC 110.30%0.30%0.30%Q1 2015Q1 20151
Cerro Pacific Wealth Advisors LLC 110.12%0.12%0.12%Q1 2023Q1 20231
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Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
CenturyLink Investment Management Co 110.14%0.14%0.14%Q4 2015Q4 20151
Providence Capital Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
JEPPSON WEALTH MANAGEMENT, LLC 110.03%0.03%0.03%Q3 2020Q3 20201
GLENHILL ADVISORS LLC 110.40%0.40%0.40%Q3 2013Q3 20131
Alpha Quant Advisors, LLC 110.24%0.24%0.24%Q1 2019Q1 20191
Peregrine Asset Advisers, Inc. 110.92%0.92%0.92%Q4 2019Q4 20191
Clean Yield Group 110.01%0.01%0.01%Q4 2018Q4 20181
TWIN CAPITAL MANAGEMENT INC 110.04%0.04%0.04%Q2 2013Q2 20131
NEW CENTURY INVESTMENT MANAGEMENT, INC 110.94%0.94%0.94%Q2 2013Q2 20131
SENTINEL TRUST CO LBA 110.07%0.07%0.07%Q2 2013Q2 20131
Almanack Investment Partners, LLC. 110.00%0.00%0.00%Q3 2022Q3 20221
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
LIBERTY WEALTH MANAGEMENT LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Regent Peak Wealth Advisors LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
Heritage Wealth Advisors 110.00%0.00%0.00%Q4 2019Q4 20191
Norway Savings Bank 110.00%0.00%0.00%Q4 2022Q4 20221
COMERICA SECURITIES INC 110.04%0.04%0.04%Q2 2016Q2 20161
Delta Lloyd Asset Management N.V. 110.08%0.08%0.08%Q2 2017Q2 20171
GLG Partners LP 110.02%0.02%0.02%Q4 2017Q4 20171
CALTON & ASSOCIATES, INC. 110.05%0.05%0.05%Q3 2019Q3 20191
STEPH & CO 110.00%0.00%0.00%Q3 2023Q3 20231
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Irish Life Investment Managers Ltd. 110.04%0.04%0.04%Q2 2013Q2 20131
HMS Capital Management, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Harbour Capital Advisors, LLC 110.03%0.03%0.03%Q1 2017Q1 20171
Crestwood Advisors Group, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
MATHER GROUP, LLC. 110.00%0.00%0.00%Q2 2023Q2 20231
KNIGHT CAPITAL GROUP LLC 110.02%0.02%0.02%Q2 2013Q2 20131
Burt Wealth Advisors 110.00%0.00%0.00%Q1 2016Q1 20161
Fortis Capital Management LLC 111.46%1.46%1.46%Q3 2020Q3 20201
MENTA CAPITAL LLC 110.32%0.32%0.32%Q2 2018Q2 20181
Nexus Asset Management LLC 112.90%2.90%2.90%Q4 2013Q4 20131
WealthShield Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Cassady Schiller Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
TRUE Private Wealth Advisors 110.00%0.00%0.00%Q3 2018Q3 20181
Lake Point Wealth Management 110.00%0.00%0.00%Q4 2018Q4 20181
Claybrook Capital, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
STONERIDGE INVESTMENT PARTNERS LLC 110.73%0.73%0.73%Q2 2021Q2 20211
Waterloo Capital, L.P. 110.17%0.17%0.17%Q1 2020Q1 20201
Opera Trading Capital 110.00%0.00%0.00%Q1 2018Q1 20181
State of New Jersey Common Pension Fund A 110.03%0.03%0.03%Q1 2014Q1 20141
Triasima Portfolio Management inc. 110.02%0.02%0.02%Q3 2022Q3 20221
Mariner Wealth Advisors-Cincinnati, LLC 110.02%0.02%0.02%Q1 2017Q1 20171
U S GLOBAL INVESTORS INC 110.41%0.41%0.41%Q4 2018Q4 20181
Pluribus Labs, LLC 110.28%0.28%0.28%Q4 2021Q4 20211
Nelson Capital Management, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Standard Family Office LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Donoghue Forlines LLC 110.36%0.36%0.36%Q3 2019Q3 20191
One Capital Management, LLC 110.00%0.00%0.00%Q3 2014Q3 20141
Eudaimonia Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Summit Trail Advisors, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
St. Johns Investment Management Company, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
Clarfeld Financial Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Arden Trust Co 110.08%0.08%0.08%Q1 2022Q1 20221
Polar Asset Management Partners Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
FFT WEALTH MANAGEMENT LLC 110.02%0.02%0.02%Q2 2021Q2 20211
WealthOne, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
SOUTH TEXAS MONEY MANAGEMENT LTD 110.06%0.06%0.06%Q3 2019Q3 20191
TFG Advisers LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Diversified Trust Co 110.02%0.02%0.02%Q2 2021Q2 20211
FORTEM FINANCIAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
MBE Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
BDO Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Symmetry Investments LP 110.08%0.08%0.08%Q4 2021Q4 20211
ALLSTATE INVESTMENT MANAGEMENT CO 110.02%0.02%0.02%Q4 2022Q4 20221
Ramirez Asset Management, Inc. 110.10%0.10%0.10%Q3 2023Q3 20231
SIMON QUICK ADVISORS, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Hibernia Wealth Partners, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
FIRST FINANCIAL EQUITY CORPORATION 110.14%0.14%0.14%Q1 2017Q1 20171
Ada Investment Management, LP 110.17%0.17%0.17%Q3 2015Q3 20151
Vident Advisory, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Haafor (Singapore) Pte. Ltd. 110.47%0.47%0.47%Q3 2020Q3 20201
H2O AM LLP 110.14%0.14%0.14%Q4 2020Q4 20201
RIA Advisory Group LLC 110.24%0.24%0.24%Q4 2022Q4 20221
Operose Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Voleon Capital Management LP 110.31%0.31%0.31%Q2 2019Q2 20191
General Partner, Inc. 110.02%0.02%0.02%Q4 2022Q4 20221
Envestnet Portfolio Solutions, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
IHT Wealth Management, LLC 110.15%0.15%0.15%Q2 2017Q2 20171
River Wealth Advisors LLC 110.00%0.00%0.00%Q3 2018Q3 20181
MARSHALL WACE ASIA Ltd 110.09%0.09%0.09%Q1 2017Q1 20171
Trust Investment Advisors 110.18%0.18%0.18%Q2 2023Q2 20231
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
NorthRock Partners, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Trilogy Capital Inc. 110.09%0.09%0.09%Q4 2017Q4 20171
RAINIER INVESTMENT MANAGEMENT LLC 110.24%0.24%0.24%Q2 2014Q2 20141
Cornerstone Advisory, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
WASHINGTON TRUST Co 110.00%0.00%0.00%Q4 2021Q4 20211
OPSEU Pension Plan Trust Fund 110.60%0.60%0.60%Q1 2020Q1 20201
Provident Investment Management, Inc. 110.04%0.04%0.04%Q4 2018Q4 20181
External links

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