CARMAX INC shareholder history

Current and past CARMAX INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.01%0.05%Q2 2013Q3 2023118
GOLDMAN SACHS GROUP INC 4240.00%0.01%0.05%Q1 2012Q3 2023117
Parallax Volatility Advisers, L.P. 42420.00%0.01%0.06%Q2 2013Q3 2023112
BARCLAYS PLC 42420.00%0.01%0.05%Q2 2013Q3 2023106
CITIGROUP INC 42420.00%0.00%0.01%Q2 2013Q3 2023105
Citadel Advisors 29120.00%0.01%0.08%Q2 2013Q3 202396
Walleye Trading LLC 42420.00%0.02%0.18%Q2 2013Q3 202396
JANE STREET GROUP, LLC 3620.00%0.01%0.13%Q1 2014Q3 202391
D. E. Shaw & Co., Inc. 1970.00%0.02%0.32%Q2 2013Q3 202388
Cutler Group LLC / CA 21100.00%0.01%0.12%Q4 2015Q3 202386
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.04%Q2 2013Q3 202368
WOLVERINE TRADING, LLC 1010.00%0.02%0.07%Q2 2016Q3 202364
CAPITAL FUND MANAGEMENT S.A. 1320.00%0.03%0.16%Q2 2013Q3 202364
MILLENNIUM MANAGEMENT LLC 27140.00%0.01%0.09%Q2 2013Q3 202364
CAPSTONE INVESTMENT ADVISORS, LLC 2110.00%0.02%0.13%Q3 2013Q3 202363
ROYAL BANK OF CANADA 42420.00%0.01%0.03%Q2 2013Q3 202362
UBS Group AG 36360.00%0.00%0.02%Q4 2014Q3 202360
HUNTINGTON NATIONAL BANK 58580.00%0.01%0.02%Q2 2009Q3 202358
TWO SIGMA INVESTMENTS, LP 810.00%0.02%0.23%Q2 2013Q3 202358
Twin Tree Management, LP 1710.00%0.04%0.23%Q4 2013Q3 202357
PEAK6 Investments LLC 21210.00%0.03%0.15%Q3 2018Q3 202354
WELLS FARGO & COMPANY/MN 42420.00%0.06%0.25%Q2 2013Q3 202353
BANK OF MONTREAL /CAN/ 3920.00%0.01%0.02%Q2 2013Q3 202352
DEUTSCHE BANK AG\ 41410.00%0.03%0.25%Q3 2013Q3 202351
HSBC HOLDINGS PLC 47470.00%0.01%0.02%Q1 2012Q3 202350
Cubist Systematic Strategies, LLC 38380.00%0.08%0.39%Q2 2014Q3 202349
CREDIT SUISSE AG/ 43430.00%0.02%0.03%Q1 2013Q3 202349
SECURIAN ASSET MANAGEMENT, INC 49490.02%0.03%0.04%Q3 2011Q3 202349
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 49490.01%0.05%0.10%Q3 2011Q3 202349
Zurcher Kantonalbank (Zurich Cantonalbank) 48480.01%0.02%0.12%Q4 2011Q3 202348
WOLVERINE ASSET MANAGEMENT LLC 1610.00%0.01%0.09%Q2 2013Q3 202048
PEAK6 Group LLC 21210.00%0.03%0.19%Q2 2013Q2 201847
GUGGENHEIM CAPITAL LLC 42420.00%0.04%0.10%Q2 2013Q3 202347
TWO SIGMA SECURITIES, LLC 1030.00%0.02%0.10%Q4 2017Q3 202345
KEYBANK NATIONAL ASSOCIATION/OH 44440.00%0.02%0.31%Q4 2012Q3 202344
Creative Planning 3380.00%0.00%0.00%Q2 2013Q3 202344
BNP PARIBAS FINANCIAL MARKETS 42420.00%0.01%0.03%Q2 2013Q3 202344
HighTower Advisors, LLC 3640.00%0.01%0.02%Q2 2013Q3 202344
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 43430.02%0.05%0.07%Q1 2013Q3 202343
TEXAS PERMANENT SCHOOL FUND CORP 43430.02%0.04%0.06%Q1 2013Q3 202343
Retirement Systems of Alabama 43430.01%0.03%0.05%Q1 2013Q3 202343
Nuveen Asset Management, LLC 42420.00%0.06%0.15%Q2 2013Q3 202343
DekaBank Deutsche Girozentrale 42420.00%0.01%0.02%Q2 2013Q3 202342
Veritable, L.P. 42420.01%0.01%0.02%Q1 2013Q2 202342
BlackRock Inc. 42420.02%0.03%0.05%Q2 2013Q3 202342
Asset Management One Co., Ltd. 42420.01%0.03%0.09%Q2 2013Q3 202342
TD ASSET MANAGEMENT INC 42420.00%0.02%0.05%Q2 2013Q3 202342
THOMPSON SIEGEL & WALMSLEY LLC 42420.01%0.01%0.02%Q2 2013Q3 202342
STATE OF MICHIGAN RETIREMENT SYSTEM 42420.02%0.03%0.04%Q2 2013Q3 202342
PRIMECAP MANAGEMENT CO/CA/ 42420.33%0.71%1.17%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.00%0.01%0.02%Q2 2013Q3 202342
Sumitomo Mitsui DS Asset Management Company, Ltd 42420.01%0.03%0.06%Q2 2013Q3 202342
PANAGORA ASSET MANAGEMENT INC 42420.00%0.01%0.07%Q2 2013Q3 202342
Swiss National Bank 42420.03%0.05%0.06%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.01%0.01%0.02%Q2 2013Q3 202342
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 42420.01%0.05%0.08%Q2 2013Q3 202342
Sumitomo Mitsui Trust Holdings, Inc. 42420.02%0.05%0.07%Q2 2013Q3 202342
AVIVA PLC 42420.00%0.03%0.05%Q2 2013Q3 202342
NORDEA INVESTMENT MANAGEMENT AB 42420.00%0.04%0.34%Q2 2013Q3 202342
Broad Run Investment Management 42426.94%8.60%10.87%Q2 2013Q3 202342
DAVENPORT & Co LLC 42420.04%1.48%2.40%Q2 2013Q3 202342
NEEDHAM INVESTMENT MANAGEMENT LLC 42420.99%1.84%2.95%Q2 2013Q3 202342
HARTFORD INVESTMENT MANAGEMENT CO 42420.02%0.05%0.07%Q2 2013Q3 202342
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 42420.03%0.05%0.07%Q2 2013Q3 202342
THRIVENT FINANCIAL FOR LUTHERANS 42420.00%0.00%0.00%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 42420.01%0.03%0.05%Q2 2013Q3 202342
METROPOLITAN LIFE INSURANCE CO/NY 42420.02%0.04%0.06%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.00%0.00%Q2 2013Q3 202342
ARCADIA INVESTMENT MANAGEMENT CORP/MI 42420.02%0.95%2.58%Q2 2013Q3 202342
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 42420.01%0.05%0.10%Q2 2013Q3 202342
FIRST MANHATTAN CO. LLC. 42420.03%0.05%0.16%Q2 2013Q3 202342
RHUMBLINE ADVISERS 42420.02%0.05%0.07%Q2 2013Q3 202342
PRUDENTIAL FINANCIAL INC 42420.01%0.03%0.06%Q2 2013Q3 202342
Utah Retirement Systems 42420.03%0.05%0.07%Q2 2013Q3 202342
SIB LLC 42422.87%4.04%5.61%Q2 2013Q3 202342
AMERICAN INTERNATIONAL GROUP, INC. 42420.02%0.02%0.15%Q2 2013Q3 202342
CIBC Asset Management Inc 42420.01%0.01%0.01%Q2 2013Q3 202342
M&T BANK CORP 42420.01%0.03%0.15%Q2 2013Q3 202342
VOYA INVESTMENT MANAGEMENT LLC 42420.01%0.02%0.02%Q2 2013Q3 202342
WELCH & FORBES LLC 42421.02%1.84%2.53%Q2 2013Q3 202342
WELLINGTON MANAGEMENT GROUP LLP 42420.04%0.06%0.09%Q2 2013Q3 202342
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 42420.02%0.03%0.04%Q2 2013Q3 202342
BROWN ADVISORY INC 42420.15%0.38%0.78%Q2 2013Q3 202342
FIRST FINANCIAL CORP /IN/ 42420.01%0.02%0.05%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 42420.00%0.02%0.03%Q2 2013Q3 202342
VANGUARD GROUP INC 42420.03%0.06%0.09%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.02%Q2 2013Q3 202342
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 42420.01%0.03%0.06%Q2 2013Q3 202342
STATE STREET CORP 42420.02%0.04%0.06%Q2 2013Q3 202342
ProShare Advisors LLC 42420.00%0.01%0.03%Q2 2013Q3 202342
DF DENT & CO INC 42420.04%2.10%3.07%Q2 2013Q3 202342
Redmond Asset Management, LLC 42421.13%1.99%3.25%Q2 2013Q3 202342
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 42420.01%0.03%0.07%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.02%0.03%0.04%Q2 2013Q3 202342
NICHOLAS COMPANY, INC. 42420.16%0.25%0.38%Q2 2013Q3 202342
BAMCO INC /NY/ 42420.00%0.31%1.13%Q2 2013Q3 202342
LONDON CO OF VIRGINIA 42420.92%1.53%2.22%Q2 2013Q3 202342
Norinchukin Bank, The 42420.01%0.03%0.06%Q2 2013Q3 202342
KBC Group NV 42420.01%0.01%0.03%Q2 2013Q3 202342
GREAT WEST LIFE ASSURANCE CO /CAN/ 42420.00%0.03%0.04%Q2 2013Q3 202342
Neuberger Berman Group LLC 42420.00%0.03%0.08%Q2 2013Q3 202342
Morningstar Investment Services LLC 42420.12%0.58%1.90%Q2 2013Q3 202342
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 42420.01%0.02%0.04%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.06%0.13%Q2 2013Q3 202342
Nexus Investment Management ULC 42422.20%3.41%5.01%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.02%0.04%0.06%Q2 2013Q3 202342
PUBLIC SECTOR PENSION INVESTMENT BOARD 42420.00%0.02%0.04%Q2 2013Q3 202342
Mitsubishi UFJ Asset Management Co., Ltd. 42420.02%0.04%0.07%Q2 2013Q3 202342
Avenir Corp 42421.69%5.10%7.04%Q2 2013Q3 202342
PRINCIPAL FINANCIAL GROUP INC 42420.22%0.54%0.87%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.01%0.02%Q2 2013Q3 202342
Mitsubishi UFJ Trust & Banking Corp 42420.02%0.10%0.19%Q2 2013Q3 202342
NATIXIS ADVISORS, L.P. 42420.02%0.05%0.09%Q2 2013Q3 202342
HOWLAND CAPITAL MANAGEMENT LLC 42420.62%1.67%2.47%Q2 2013Q3 202342
Smithfield Trust Co 42420.01%0.03%0.06%Q2 2013Q3 202342
TRUST CO OF VIRGINIA /VA 42420.08%0.12%0.18%Q2 2013Q3 202342
GEODE CAPITAL MANAGEMENT, LLC 42420.03%0.05%0.06%Q2 2013Q3 202342
UBS ASSET MANAGEMENT AMERICAS INC 42420.02%0.03%0.05%Q2 2013Q3 202342
NORGES BANK 4020.02%0.04%0.06%Q2 2012Q4 202242
JPMORGAN CHASE & CO 42420.00%0.01%0.05%Q2 2013Q3 202342
FENIMORE ASSET MANAGEMENT INC 42421.17%2.36%3.13%Q2 2013Q3 202342
Daiwa Securities Group Inc. 42420.00%0.02%0.06%Q2 2013Q3 202342
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 42420.03%0.05%0.07%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.01%0.16%0.43%Q2 2013Q3 202342
SHELL ASSET MANAGEMENT CO 42420.01%0.02%0.05%Q2 2013Q3 202342
NEW YORK STATE COMMON RETIREMENT FUND 42420.01%0.04%0.07%Q2 2013Q3 202342
PRICE T ROWE ASSOCIATES INC /MD/ 42420.00%0.13%0.44%Q2 2013Q3 202342
BESSEMER GROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.04%0.38%0.93%Q2 2013Q3 202342
JANUS HENDERSON GROUP PLC 42420.00%0.09%0.28%Q2 2013Q3 202342
ALLIANCEBERNSTEIN L.P. 42420.01%0.02%0.10%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.01%0.02%Q2 2013Q3 202342
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42420.02%0.04%0.05%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.01%0.01%Q2 2013Q3 202342
NOMURA ASSET MANAGEMENT CO LTD 42420.01%0.02%0.04%Q2 2013Q3 202342
PUTNAM INVESTMENTS LLC 42420.00%0.01%0.06%Q2 2013Q3 202342
Legal & General Group Plc 42420.02%0.05%0.08%Q2 2013Q3 202342
FMR LLC 42420.00%0.01%0.04%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.02%0.04%0.07%Q2 2013Q3 202342
NISA INVESTMENT ADVISORS, LLC 42420.04%0.07%0.11%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.38%1.02%1.79%Q2 2013Q3 202342
SG Americas Securities, LLC 3830.00%0.01%0.04%Q2 2013Q3 202341
GAGNON SECURITIES LLC 41410.28%1.44%2.77%Q3 2013Q3 202341
LOGAN CAPITAL MANAGEMENT INC 41410.02%0.10%0.24%Q3 2013Q3 202341
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 27140.02%0.17%0.50%Q2 2013Q3 202341
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 3650.01%0.07%0.10%Q2 2013Q3 202341
FIRST TRUST ADVISORS LP 3830.00%0.03%0.13%Q2 2013Q3 202341
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 3740.18%0.53%1.51%Q2 2013Q3 202341
COMERICA BANK 3920.01%0.03%0.06%Q2 2013Q3 202341
ENVESTNET ASSET MANAGEMENT INC 21200.00%0.02%0.04%Q2 2013Q3 202341
State of Tennessee, Treasury Department 41410.01%0.02%0.08%Q3 2013Q3 202341
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28130.00%0.00%0.01%Q2 2013Q3 202341
Verus Financial Partners, Inc. 29120.13%1.06%2.49%Q2 2013Q3 202341
Tower Research Capital LLC (TRC) 3290.00%0.02%0.05%Q2 2013Q3 202341
Robeco Institutional Asset Management B.V. 3830.00%0.01%0.04%Q2 2013Q3 202341
UNITED CAPITAL FINANCIAL ADVISORS, LLC 4010.02%0.04%0.09%Q2 2013Q3 202341
Chevy Chase Trust Holdings, LLC 41410.02%0.05%0.07%Q3 2013Q3 202341
Kentucky Retirement Systems Insurance Trust Fund 41410.03%0.06%0.08%Q3 2013Q3 202341
Arizona State Retirement System 3380.03%0.04%0.06%Q1 2013Q3 202341
AMALGAMATED BANK 4010.02%0.04%0.06%Q1 2013Q3 202341
SENTRY INVESTMENT MANAGEMENT LLC 41410.01%0.04%0.06%Q3 2013Q3 202341
OLD NATIONAL BANCORP /IN/ 40400.27%0.49%1.06%Q4 2013Q3 202340
TORONTO DOMINION BANK 40400.00%0.01%0.02%Q4 2013Q3 202340
Akre Capital Management 40400.17%4.12%6.43%Q4 2013Q3 202340
WESTPAC BANKING CORP 40400.00%0.01%0.09%Q2 2013Q1 202340
Gulf International Bank (UK) Ltd 40400.03%0.05%0.08%Q4 2013Q3 202340
BNP Paribas Asset Management Holding S.A. 3910.00%0.00%0.01%Q2 2013Q3 202340
GLENMEDE TRUST CO NA 3370.00%0.01%0.03%Q3 2012Q3 202340
HAP Trading, LLC 710.00%0.19%1.64%Q2 2013Q3 202340
MASSMUTUAL TRUST CO FSB/ADV 29110.26%0.48%1.14%Q4 2013Q4 202340
Asset Management Advisors, LLC 40401.88%3.10%7.37%Q4 2013Q3 202340
Kentucky Retirement Systems 3730.03%0.05%0.08%Q3 2013Q3 202340
Louisiana State Employees Retirement System 40400.02%0.03%0.05%Q4 2013Q3 202340
Raymond James Financial Services Advisors, Inc. 3270.02%0.04%0.15%Q3 2013Q3 202339
PROFUND ADVISORS LLC 3720.01%0.02%0.03%Q2 2013Q3 202339
Heritage Wealth Advisors 26130.03%0.16%0.42%Q4 2013Q3 202339
NJ State Employees Deferred Compensation Plan 39390.06%0.14%0.23%Q1 2014Q3 202339
DODGE & COX 3810.00%0.08%0.46%Q2 2013Q2 202339
STATE OF WISCONSIN INVESTMENT BOARD 21180.01%0.03%0.04%Q4 2013Q3 202339
Allianz Asset Management GmbH 1730.00%0.00%0.01%Q2 2013Q3 202339
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 39390.00%0.01%0.01%Q2 2013Q4 202239
Ameritas Investment Partners, Inc. 2940.01%0.01%0.02%Q3 2013Q3 202339
STIFEL FINANCIAL CORP 39390.01%0.02%0.02%Q1 2014Q3 202339
Livforsakringsbolaget Skandia, Omsesidigt 39390.00%0.03%0.10%Q1 2014Q3 202339
Paloma Partners Management Co 2010.00%0.03%0.14%Q2 2013Q4 202239
Cannell & Co. 39390.09%1.27%2.67%Q1 2014Q3 202339
GATEWAY INVESTMENT ADVISERS LLC 39390.01%0.03%0.04%Q2 2013Q4 202239
TRUIST FINANCIAL CORP 3230.01%0.03%0.15%Q2 2013Q3 202339
TCI Wealth Advisors, Inc. 3210.00%0.01%0.03%Q4 2012Q1 202339
CKW FINANCIAL GROUP 3270.00%0.01%0.30%Q4 2013Q3 202339
NOMURA HOLDINGS INC 1010.00%0.02%0.20%Q4 2012Q3 202339
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 39390.02%0.05%0.08%Q1 2014Q3 202339
APG Asset Management N.V. 21170.00%0.02%0.06%Q2 2013Q3 202338
Jefferies Group LLC 1910.00%0.02%0.16%Q2 2013Q2 202238
WS MANAGEMENT LLLP 3140.15%2.38%4.86%Q2 2013Q3 202338
Cambridge Investment Research Advisors, Inc. 38380.01%0.01%0.02%Q2 2014Q3 202338
BEACON FINANCIAL GROUP 38380.05%0.09%0.28%Q3 2013Q4 202238
BALYASNY ASSET MANAGEMENT L.P. 710.00%0.06%0.32%Q2 2013Q3 202337
Spot Trading L.L.C 16160.00%0.04%0.16%Q2 2013Q1 201737
MACQUARIE GROUP LTD 22140.00%0.01%0.02%Q2 2013Q3 202336
PITCAIRN CO 2710.02%0.03%0.06%Q2 2013Q2 202336
Long Road Investment Counsel, LLC 36362.38%4.04%5.40%Q4 2014Q3 202336
ROCKY MOUNTAIN ADVISERS, LLC 36360.00%0.01%0.02%Q3 2014Q2 202336
National Pension Service 3510.00%0.06%0.09%Q3 2014Q3 202336
WEDBUSH SECURITIES INC 36360.02%0.05%0.09%Q4 2014Q3 202336
SIGNATUREFD, LLC 2330.00%0.03%0.14%Q2 2013Q3 202336
REGIONS FINANCIAL CORP 1540.00%0.01%0.03%Q2 2013Q3 202336
SEI INVESTMENTS CO 36360.00%0.03%0.11%Q4 2014Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.02%0.03%0.04%Q2 2013Q1 202236
Employees Retirement System of Texas 25100.01%0.03%0.11%Q2 2013Q2 202235
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 35350.01%0.02%0.05%Q1 2015Q3 202335
Giverny Capital 35355.40%8.32%10.73%Q1 2015Q3 202335
Allworth Financial LP 35350.00%0.00%0.00%Q1 2015Q3 202335
Candriam S.C.A. 35350.00%0.01%0.02%Q1 2015Q3 202335
SVB WEALTH LLC 35350.00%0.01%0.02%Q4 2014Q2 202335
DAVIS SELECTED ADVISERS 35350.00%0.94%2.72%Q2 2013Q4 202135
Vision Capital Management, Inc. 35350.51%1.02%2.74%Q1 2015Q3 202335
RAYMOND JAMES & ASSOCIATES 31310.00%0.01%0.02%Q1 2016Q3 202335
Andra AP-fonden 1240.01%0.11%0.24%Q2 2013Q2 202335
CANADA PENSION PLAN INVESTMENT BOARD 2210.00%0.01%0.05%Q3 2013Q3 202335
FEDERATED HERMES, INC. 1910.00%0.00%0.00%Q2 2013Q1 202334
BANK OF NOVA SCOTIA 2950.00%0.01%0.01%Q4 2014Q3 202334
World Asset Management Inc 34340.04%0.05%0.06%Q2 2013Q3 202134
FARMERS & MERCHANTS INVESTMENTS INC 34340.00%0.00%0.00%Q2 2015Q3 202334
Tarbox Family Office, Inc. 34340.00%0.00%0.01%Q4 2013Q1 202234
DnB Asset Management AS 3220.01%0.24%0.80%Q2 2015Q4 202334
Advisory Services Network, LLC 1310.00%0.02%0.04%Q4 2013Q3 202334
QUADRANT CAPITAL GROUP LLC 34340.00%0.01%0.02%Q2 2015Q3 202334
TEACHER RETIREMENT SYSTEM OF TEXAS 1410.00%0.02%0.08%Q2 2013Q3 202334
Baillie Gifford 2860.00%0.45%1.01%Q2 2013Q3 202334
CONNING INC. 2770.01%0.01%0.02%Q2 2013Q4 202134
AMP Capital Investors Ltd 34340.02%0.02%0.05%Q2 2013Q3 202134
American Research & Management Co. 2770.00%0.01%0.03%Q2 2013Q3 202234
VICTORY CAPITAL MANAGEMENT INC 34340.00%0.01%0.04%Q2 2015Q3 202334
PICTET ASSET MANAGEMENT LTD 33330.01%0.02%0.04%Q2 2013Q2 202133
Pacer Advisors, Inc. 3210.00%0.03%0.08%Q4 2013Q3 202333
Parkside Financial Bank & Trust 33330.00%0.01%0.01%Q3 2015Q3 202333
FDx Advisors, Inc. 2210.01%0.08%0.25%Q2 2013Q3 202333
Gemmer Asset Management LLC 33330.00%0.00%0.00%Q1 2014Q1 202233
PATTEN & PATTEN INC/TN 33330.03%0.24%0.62%Q3 2015Q3 202333
ROYAL LONDON ASSET MANAGEMENT LTD 2240.01%0.04%0.09%Q2 2013Q3 202333
BARR E S & CO 33330.05%2.09%3.06%Q3 2015Q3 202333
Marble Harbor Investment Counsel, LLC 2810.03%0.06%0.08%Q2 2014Q3 202333
Johnson Financial Group, Inc. 1610.00%0.07%0.21%Q2 2013Q1 202332
Alpha Omega Wealth Management LLC 32320.05%0.43%1.01%Q4 2015Q3 202332
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 32320.04%0.16%0.22%Q2 2015Q1 202332
SHEETS SMITH WEALTH MANAGEMENT 32320.32%0.66%0.98%Q4 2015Q3 202332
KANAWHA CAPITAL MANAGEMENT LLC 32320.06%0.14%0.20%Q4 2015Q3 202332
Skandinaviska Enskilda Banken AB (publ) 32320.01%0.02%0.03%Q4 2015Q3 202332
Korea Investment CORP 1540.00%0.02%0.12%Q2 2013Q3 202332
LS Investment Advisors, LLC 32320.00%0.03%0.04%Q2 2013Q1 202132
CWM, LLC 2220.00%0.00%0.00%Q3 2013Q3 202332
Markel Corporation 2840.03%6.05%8.57%Q2 2013Q3 202332
IFP Advisors, Inc 17140.00%0.01%0.01%Q4 2015Q3 202331
MASON STREET ADVISORS, LLC 31310.02%0.04%0.06%Q2 2013Q4 202031
IBM Retirement Fund 1510.04%0.05%0.07%Q2 2013Q1 202231
Manchester Capital Management LLC 2470.00%0.06%0.12%Q2 2013Q3 202331
KCM INVESTMENT ADVISORS LLC 2650.01%0.02%0.04%Q4 2014Q1 202331
TUDOR INVESTMENT CORP ET AL 910.00%0.08%0.38%Q2 2013Q3 202331
Kovitz Investment Group Partners, LLC 31311.07%2.20%3.90%Q1 2016Q3 202331
Freedom Investment Management, Inc. 3010.02%0.06%0.16%Q1 2015Q1 202331
Sutton Wealth Advisors Inc. 31310.00%0.00%0.01%Q1 2016Q3 202331
PECAUT & CO. 2830.17%0.69%2.46%Q4 2013Q2 202231
Stonehage Fleming Financial Services Holdings Ltd 31310.03%0.06%0.10%Q1 2016Q3 202331
Atria Investments, Inc 1410.01%0.04%0.07%Q2 2013Q3 202331
Aperio Group, LLC 31310.02%0.03%0.04%Q2 2013Q4 202031
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 19120.00%0.01%0.03%Q2 2013Q1 202131
CIBC WORLD MARKET INC. 30300.00%0.01%0.01%Q2 2016Q3 202330
STRS OHIO 2910.00%0.02%0.16%Q1 2015Q3 202330
Alberta Investment Management Corp 1810.00%0.07%0.32%Q2 2013Q3 202330
Cornerstone Advisors, Inc. 30300.00%0.09%0.29%Q2 2013Q3 202030
Argent Trust Co 30300.05%0.10%0.18%Q2 2016Q3 202330
J.P. Morgan Private Wealth Advisors LLC 2810.00%0.01%0.02%Q1 2015Q3 202329
MCF Advisors LLC 1560.00%0.00%0.01%Q1 2014Q2 202329
Glassman Wealth Services 29290.00%0.00%0.00%Q3 2016Q3 202329
ROYCE & ASSOCIATES LP 29290.00%0.02%0.06%Q3 2016Q3 202329
Winslow, Evans & Crocker, Inc. 29290.00%0.01%0.08%Q4 2013Q4 202029
Geneos Wealth Management Inc. 2810.00%0.02%0.06%Q1 2016Q3 202329
HARRIS ASSOCIATES L P 2720.00%0.45%1.00%Q2 2013Q2 202129
Baird Financial Group, Inc. 2510.00%0.25%0.53%Q2 2015Q3 202329
Squarepoint Ops LLC 710.00%0.08%0.30%Q2 2015Q3 202329
Leith Wheeler Investment Counsel Ltd. 28280.67%1.59%3.79%Q1 2017Q4 202328
Russell Investments Group, Ltd. 28280.00%0.04%0.17%Q4 2016Q3 202328
Voya Financial Advisors, Inc. 28280.03%0.15%0.32%Q4 2016Q3 202328
Versant Capital Management, Inc 1420.00%0.00%0.00%Q4 2015Q3 202328
Silver Heights Capital Management Inc 28289.78%15.45%20.89%Q4 2016Q3 202328
FIDUCIARY TRUST INTERNATIONAL LLC 15130.08%0.44%1.08%Q2 2013Q2 202028
Clearstead Trust, LLC 28280.12%0.46%0.95%Q4 2016Q3 202328
SALEM INVESTMENT COUNSELORS INC 1990.00%0.00%0.01%Q3 2016Q3 202328
Parallel Advisors, LLC 28280.00%0.00%0.01%Q4 2016Q3 202328
Private Advisor Group, LLC 2230.00%0.01%0.03%Q1 2014Q3 202328
CIBC WORLD MARKETS CORP 28280.00%0.02%0.04%Q4 2016Q3 202328
Advisors Asset Management, Inc. 1330.00%0.01%0.02%Q2 2013Q3 202327
BROWN BROTHERS HARRIMAN & CO 1710.00%0.00%0.01%Q1 2014Q3 202327
NEXT Financial Group, Inc 1460.00%0.02%0.09%Q2 2014Q4 202127
EATON VANCE MANAGEMENT 15120.00%0.00%0.01%Q3 2015Q3 202227
QS Investors, LLC 2520.00%0.00%0.01%Q2 2014Q2 202127
Municipal Employees' Retirement System of Michigan 2070.01%0.03%0.05%Q3 2013Q2 202027
CHECK CAPITAL MANAGEMENT INC/CA 2340.34%2.32%3.58%Q4 2016Q3 202327
PETTYJOHN, WOOD & WHITE, INC 27270.05%0.40%0.72%Q4 2015Q2 202227
PARK CIRCLE Co 1430.17%1.43%5.18%Q1 2014Q3 202327
GUARDIAN LIFE INSURANCE CO OF AMERICA 27270.00%0.01%0.01%Q2 2013Q4 201927
Baystate Wealth Management LLC 27270.00%0.00%0.00%Q1 2017Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.02%Q2 2013Q4 201927
Global Retirement Partners, LLC 2070.02%0.05%0.08%Q4 2016Q3 202327
IFM Investors Pty Ltd 27270.03%0.05%0.08%Q1 2017Q3 202327
Carroll Financial Associates, Inc. 27270.00%0.00%0.01%Q2 2015Q4 202127
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 27270.05%0.56%1.22%Q1 2016Q3 202227
Laird Norton Wetherby Wealth Management, LLC 1910.01%0.03%0.05%Q1 2015Q2 202326
WEST PACES ADVISORS INC. 26260.00%0.00%0.01%Q4 2016Q1 202326
MACKENZIE FINANCIAL CORP 1410.00%0.01%0.05%Q4 2013Q3 202326
MML INVESTORS SERVICES, LLC 26260.00%0.06%0.10%Q2 2017Q3 202326
BENJAMIN F. EDWARDS & COMPANY, INC. 16100.00%0.01%0.02%Q1 2017Q3 202326
TOKIO MARINE ASSET MANAGEMENT CO LTD 1640.02%0.04%0.07%Q2 2013Q3 202326
RIVERHEAD CAPITAL MANAGEMENT LLC 26260.00%0.04%0.17%Q2 2013Q3 201926
Janney Montgomery Scott LLC 2510.00%0.01%0.02%Q2 2016Q3 202326
Ballentine Partners, LLC 2310.01%0.01%0.02%Q1 2016Q2 202326
SRS Capital Advisors, Inc. 1070.02%0.04%0.07%Q4 2016Q3 202326
State of New Jersey Common Pension Fund D 1720.01%0.02%0.05%Q2 2014Q3 202326
State of Alaska, Department of Revenue 26260.01%0.03%0.06%Q2 2017Q3 202326
Brandywine Global Investment Management, LLC 2150.00%0.07%0.12%Q2 2015Q4 202126
MADISON INVESTMENT HOLDINGS INC 26260.62%1.27%2.33%Q2 2013Q3 201926
Crossmark Global Holdings, Inc. 2510.01%0.02%0.04%Q3 2016Q3 202326
Steward Partners Investment Advisory, LLC 1870.00%0.00%0.01%Q1 2017Q3 202325
SCOPUS ASSET MANAGEMENT, L.P. 1110.10%0.66%2.57%Q2 2013Q1 202325
Fortis Advisors, LLC 25250.08%0.14%0.27%Q3 2017Q3 202325
Bogart Wealth, LLC 25250.00%0.00%0.01%Q3 2017Q3 202325
First Horizon Advisors, Inc. 1210.00%0.01%0.03%Q2 2012Q3 202325
Sarasin & Partners LLP 25250.26%2.18%3.77%Q2 2013Q2 201925
UNITED SERVICES AUTOMOBILE ASSOCIATION 25250.01%0.01%0.04%Q2 2013Q2 201925
EARNEST PARTNERS LLC 2410.00%0.00%0.00%Q4 2016Q3 202325
Point72 Asset Management, L.P. 1010.00%0.13%0.61%Q1 2015Q2 202325
NN Investment Partners Holdings N.V. 25250.00%0.01%0.03%Q1 2016Q1 202225
HHR Asset Management, LLC 25251.47%3.72%5.27%Q1 2016Q1 202225
Oakworth Capital, Inc. 25250.00%0.00%0.00%Q4 2014Q4 202025
AXA S.A. 2110.00%0.01%0.04%Q2 2013Q3 202025
abrdn plc 25250.01%0.01%0.02%Q3 2017Q3 202325
TRUST CO OF OKLAHOMA 1060.08%0.17%0.37%Q2 2013Q4 202125
Pineno Levin & Ford Asset Management, Inc. 25250.10%0.13%0.18%Q4 2015Q4 202125
COMMONWEALTH BANK OF AUSTRALIA 25250.00%0.01%0.08%Q2 2013Q2 201925
FULLER & THALER ASSET MANAGEMENT, INC. 24240.00%0.02%0.06%Q4 2017Q3 202324
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 24240.01%0.03%0.07%Q4 2017Q3 202324
Rathbones Group PLC 14100.00%0.46%1.28%Q2 2013Q3 202324
CAPTRUST FINANCIAL ADVISORS 24240.00%0.01%0.02%Q4 2017Q3 202324
MONTAG A & ASSOCIATES INC 1810.09%0.37%1.01%Q1 2014Q3 202324
Steinberg Global Asset Management 24240.09%0.35%0.50%Q2 2013Q1 201924
BRR OpCo, LLC 24240.08%0.68%1.89%Q4 2016Q3 202224
MetLife Investment Management, LLC 24240.02%0.04%0.05%Q4 2017Q3 202324
Allen Investment Management, LLC 1770.01%0.04%0.12%Q3 2015Q3 202324
Calamos Advisors LLC 24240.01%0.09%0.34%Q3 2013Q2 201924
Verition Fund Management LLC 410.00%0.05%0.20%Q3 2013Q3 202324
TEACHERS ADVISORS, LLC 24240.02%0.05%0.12%Q2 2013Q1 201924
Archford Capital Strategies, LLC 1420.02%0.14%0.35%Q4 2016Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.01%Q4 2017Q3 202324
Taylor Hoffman Wealth Management 24240.23%0.69%1.18%Q4 2017Q3 202324
GRANDFIELD & DODD, LLC 14100.02%0.04%0.06%Q3 2016Q3 202224
TIAA CREF INVESTMENT MANAGEMENT LLC 24240.07%0.11%0.16%Q2 2013Q1 201924
VIRGINIA RETIREMENT SYSTEMS ET AL 910.00%0.03%0.09%Q2 2013Q4 202124
Brown Advisory Securities, LLC 1610.04%0.12%0.32%Q3 2015Q1 202223
GRAYBILL WEALTH MANAGEMENT, LTD. 23231.03%2.14%3.31%Q1 2018Q3 202323
Courant Investment Management LLC 23238.90%13.62%22.39%Q1 2018Q3 202323
First Bank & Trust 23230.08%0.13%0.18%Q4 2016Q2 202223
RIVERPARK CAPITAL MANAGEMENT LLC 23230.02%2.07%5.00%Q2 2015Q4 202023
Ruane, Cunniff & Goldfarb L.P. 23235.97%7.74%11.34%Q1 2018Q3 202323
Rafferty Asset Management, LLC 1410.00%0.01%0.06%Q4 2014Q3 202323
PATHSTONE FAMILY OFFICE, LLC 1910.00%0.31%1.71%Q3 2013Q3 202323
OPPENHEIMER ASSET MANAGEMENT INC. 1340.00%0.02%0.06%Q1 2017Q3 202323
Weitz Investment Management 23231.06%2.77%3.71%Q1 2018Q3 202323
COMMERCE BANK 2210.00%0.00%0.01%Q3 2017Q3 202323
SUNTRUST BANKS INC 1940.00%0.01%0.01%Q2 2013Q3 201923
Treasurer of the State of North Carolina 23230.03%0.04%0.05%Q1 2018Q3 202323
FIRST QUADRANT LLC/CA 23230.00%0.02%0.08%Q2 2016Q4 202123
Epoch Investment Partners, Inc. 23230.13%0.24%0.37%Q1 2018Q3 202323
KORNITZER CAPITAL MANAGEMENT INC /KS 23230.02%0.09%0.43%Q1 2018Q3 202323
PINNACLE FINANCIAL PARTNERS INC 23230.02%0.11%0.21%Q1 2018Q3 202323
MARATHON ASSET MANAGEMENT LLP 22220.51%0.97%1.67%Q1 2016Q2 202122
Bartlett & Co. LLC 810.00%0.00%0.00%Q3 2013Q4 202322
CREATIVE FINANCIAL DESIGNS INC /ADV 1480.00%0.00%0.00%Q4 2016Q3 202322
AdvisorNet Financial, Inc 1510.00%0.00%0.01%Q4 2017Q3 202322
Marietta Wealth Management, LLC 22220.06%0.10%0.15%Q2 2018Q3 202322
CIGNA INVESTMENTS INC /NEW 22220.03%0.04%0.05%Q4 2016Q1 202222
Capstone Financial Advisors, Inc. 22220.02%0.06%0.12%Q2 2018Q3 202322
BB&T SECURITIES, LLC 22220.04%0.09%0.13%Q2 2014Q3 201922
Rockefeller Capital Management L.P. 22220.00%0.01%0.08%Q1 2018Q2 202322
Freestone Capital Holdings, LLC 22220.01%0.14%0.30%Q3 2013Q4 201822
Douglass Winthrop Advisors, LLC 22220.01%0.74%2.60%Q2 2018Q3 202322
Echo Street Capital Management LLC 1310.00%0.65%1.85%Q2 2014Q3 202322
Inspire Investing, LLC 22220.04%0.12%0.25%Q4 2017Q1 202322
Liberty Mutual Group Asset Management Inc. 22220.01%0.04%0.07%Q2 2013Q3 201822
Man Group plc 1820.00%0.02%0.05%Q1 2018Q1 202322
TOCQUEVILLE ASSET MANAGEMENT L.P. 1910.00%0.01%0.02%Q2 2015Q3 202322
CLEARARC CAPITAL INC 1910.04%0.05%0.06%Q3 2013Q3 201922
Point72 Hong Kong Ltd 510.00%0.13%0.75%Q2 2015Q1 202221
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 21210.04%0.08%0.10%Q2 2013Q2 201821
Red Cedar Capital, LLC 21210.45%0.80%1.05%Q4 2017Q4 202221
MEEDER ASSET MANAGEMENT INC 1040.00%0.01%0.02%Q1 2018Q3 202321
AQR Capital Management 710.00%0.01%0.03%Q4 2012Q3 202321
ENTERPRISE FINANCIAL SERVICES CORP 1650.00%0.00%0.00%Q2 2013Q2 202121
MARSHALL WACE, LLP 810.00%0.09%0.38%Q1 2015Q3 202321
HUTCHINSON CAPITAL MANAGEMENT/CA 21212.17%3.29%4.45%Q3 2018Q3 202321
Foundations Investment Advisors, LLC 1920.02%0.07%0.15%Q2 2018Q3 202321
NewEdge Advisors, LLC 1910.00%0.02%0.05%Q2 2017Q3 202321
Mirae Asset Global Investments Co., Ltd. 21210.01%0.01%0.01%Q3 2018Q3 202321
WINTON GROUP Ltd 1110.01%0.16%0.78%Q1 2015Q3 202321
Engineers Gate Manager LP 610.01%0.09%0.25%Q4 2014Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.04%Q3 2018Q3 202321
Gotham Asset Management, LLC 910.01%0.07%0.24%Q2 2015Q3 202321
Turtle Creek Asset Management 21211.82%3.38%6.27%Q3 2018Q3 202321
Transform Wealth, LLC 1340.08%0.12%0.22%Q2 2016Q1 202221
Laurion Capital Management LP 810.00%0.08%0.39%Q4 2013Q4 202021
Capco Asset Management, LLC 21210.05%0.60%2.16%Q4 2016Q4 202121
TRUST CO OF VERMONT 1310.00%0.00%0.01%Q4 2016Q3 202321
Cetera Advisor Networks LLC 1210.01%0.04%0.09%Q1 2013Q3 202320
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 20200.01%0.02%0.03%Q1 2013Q4 201720
Centerstone Investors, LLC 20201.13%2.10%3.28%Q4 2018Q3 202320
Pinkerton Retirement Specialists, LLC 1190.03%0.68%2.17%Q4 2014Q1 202220
ADAGE CAPITAL PARTNERS GP, L.L.C. 710.00%0.03%0.06%Q4 2015Q3 202320
Virtue Capital Management, LLC 1410.04%0.09%0.16%Q4 2017Q3 202320
GROUP ONE TRADING, L.P. 810.00%0.00%0.03%Q3 2013Q3 202320
Klingman & Associates, LLC 1910.02%0.05%0.12%Q4 2017Q2 202320
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX 20200.05%0.06%0.08%Q2 2013Q1 201820
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 610.02%0.26%1.65%Q1 2015Q3 202320
Dorsey & Whitney Trust CO LLC 1510.02%0.05%0.08%Q2 2016Q4 202120
BANYAN CAPITAL MANAGEMENT, INC. 20201.65%5.79%7.78%Q4 2018Q3 202320
VOLORIDGE INVESTMENT MANAGEMENT, LLC 610.02%0.20%0.60%Q2 2014Q4 202220
Makaira Partners LLC 20205.86%9.61%12.43%Q4 2018Q3 202320
CLIFFORD SWAN INVESTMENT COUNSEL LLC 20200.05%0.34%0.71%Q4 2018Q3 202320
CREDIT AGRICOLE S A 1810.00%0.01%0.01%Q2 2013Q3 202320
Sheaff Brock Investment Advisors, LLC 1010.02%0.03%0.09%Q3 2017Q3 202320
FOUNDERS CAPITAL MANAGEMENT, LLC 20202.36%3.79%4.93%Q4 2018Q3 202320
Lindbrook Capital, LLC 20200.00%0.00%0.01%Q4 2018Q3 202320
AMUNDI ASSET MANAGEMENT US, INC. 1410.00%0.02%0.04%Q4 2012Q1 202120
Wealthfront Advisers LLC 20200.00%0.01%0.01%Q4 2018Q3 202320
FIRST FOUNDATION ADVISORS 20200.01%0.37%0.76%Q4 2018Q3 202320
Wealthspire Advisors, L.P. 20200.00%0.03%0.04%Q4 2015Q3 202020
Sandy Spring Bank 1120.00%0.00%0.01%Q2 2015Q3 202320
American Portfolios Advisors 20200.00%0.00%0.02%Q4 2017Q3 202220
COLONY GROUP LLC 1420.00%0.02%0.04%Q4 2013Q3 202320
Kinneret Advisory, LLC 20200.04%0.07%0.09%Q4 2018Q3 202320
First National Bank of South Miami 19190.09%0.21%0.30%Q4 2018Q2 202319
Private Capital Group, LLC 19190.01%0.01%0.03%Q4 2017Q2 202219
Gilbert & Cook, Inc. 1410.06%0.08%0.11%Q2 2017Q3 202319
ROCKEFELLER FINANCIAL SERVICES INC 19190.02%0.14%0.52%Q2 2013Q4 201719
SCHWERIN BOYLE CAPITAL MANAGEMENT INC 19192.46%3.68%4.49%Q1 2019Q3 202319
STEPHENS INC /AR/ 1420.00%0.01%0.02%Q2 2013Q2 202219
ADVISOR PARTNERS LLC 1360.01%0.04%0.06%Q4 2016Q2 202219
Summit Asset Management, LLC 19190.06%0.13%0.19%Q1 2019Q3 202319
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 19190.01%0.10%0.34%Q1 2017Q3 202119
BOKF, NA 910.01%0.01%0.02%Q1 2018Q3 202319
SEVEN EIGHT CAPITAL, LP 610.02%0.35%0.84%Q1 2014Q2 202319
Realta Investment Advisors 19190.18%0.25%0.36%Q1 2019Q3 202319
COMMERZBANK AKTIENGESELLSCHAFT /FI 1310.00%0.01%0.02%Q2 2013Q4 201919
GSA CAPITAL PARTNERS LLP 310.02%0.07%0.16%Q3 2013Q3 202319
Ariel Investments 19190.30%0.46%0.63%Q1 2019Q3 202319
GABELLI FUNDS LLC 19190.00%0.02%0.04%Q1 2019Q3 202319
SUN LIFE FINANCIAL INC 1810.00%0.01%0.18%Q1 2016Q1 202119
Zions Bancorporation, N.A. 19190.00%0.00%0.00%Q1 2019Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.00%0.01%0.03%Q1 2019Q3 202319
Gilman Hill Asset Management, LLC 19190.32%0.48%0.68%Q1 2019Q3 202319
Lansing Management LP 191911.60%14.40%18.88%Q1 2019Q3 202319
Global Endowment Management, LP 1620.04%0.34%0.60%Q4 2014Q2 201918
Atlantic Union Bankshares Corp 1010.01%0.04%0.07%Q1 2014Q3 202318
FRANKLIN RESOURCES INC 1410.00%0.00%0.00%Q4 2017Q3 202318
CHILTON INVESTMENT CO INC. 1710.01%0.50%1.21%Q3 2013Q1 202218
Covington Capital Management 1710.00%0.01%0.01%Q3 2017Q3 202218
CAAS CAPITAL MANAGEMENT LP 770.00%0.07%0.18%Q1 2022Q3 202318
Clean Yield Group 18180.05%0.06%0.09%Q2 2019Q3 202318
Commonwealth Equity Services, Inc 18180.00%0.01%0.01%Q2 2013Q3 201718
CITIZENS FINANCIAL GROUP INC/RI 1010.00%0.02%0.04%Q4 2015Q2 202118
Jacobi Capital Management LLC 18180.04%0.05%0.07%Q1 2018Q2 202218
Proficio Capital Partners LLC 1510.00%0.01%0.03%Q4 2015Q1 202218
Brookstone Capital Management 1020.00%0.02%0.03%Q2 2015Q3 202318
Nationwide Fund Advisors 18180.01%0.02%0.02%Q2 2013Q3 201718
Semmax Financial Advisors Inc. 1710.04%0.36%0.63%Q4 2018Q3 202318
Hardy Reed LLC 1440.04%0.09%0.14%Q1 2019Q3 202318
HARVEY INVESTMENT CO LLC 18180.17%0.58%0.78%Q2 2019Q3 202318
GAM Holding AG 17170.02%0.02%0.03%Q2 2013Q2 201718
SIMPLEX TRADING, LLC 610.00%0.03%0.10%Q1 2015Q4 202118
Penserra Capital Management LLC 1710.00%0.01%0.10%Q3 2017Q3 202318
UBS AG 660.00%0.00%0.00%Q2 2013Q3 201418
ING GROEP NV 710.00%0.01%0.03%Q4 2014Q3 202318
CIBC Private Wealth Group, LLC 1210.00%0.00%0.01%Q3 2017Q3 202318
WHITTIER TRUST CO 17170.00%0.00%0.03%Q3 2019Q3 202317
Sterling Capital Management LLC 17170.00%0.32%0.82%Q3 2015Q3 201917
CI INVESTMENTS INC. 17170.00%0.01%0.04%Q3 2019Q3 202317
Quantitative Investment Management, LLC 410.04%0.11%0.21%Q2 2014Q1 202317
CAPE COD FIVE CENTS SAVINGS BANK 1070.03%0.04%0.05%Q2 2018Q3 202217
Avior Wealth Management, LLC 1070.00%0.02%0.07%Q2 2019Q3 202317
PRELUDE CAPITAL MANAGEMENT, LLC 410.00%0.03%0.19%Q3 2013Q4 202117
Personal Capital Advisors Corp 17170.00%0.00%0.01%Q4 2018Q4 202217
Cordasco Financial Network 17170.01%0.02%0.02%Q2 2018Q2 202217
FIRST MERCANTILE TRUST CO 17170.00%0.03%0.20%Q1 2016Q1 202017
LFL Advisers, LLC 17179.14%15.19%20.19%Q4 2016Q4 202017
ONTARIO TEACHERS PENSION PLAN BOARD 1520.00%0.01%0.02%Q2 2013Q1 202017
LVW Advisors, LLC 1430.08%0.17%0.29%Q1 2018Q2 202217
SEEYOND 17170.04%0.11%0.38%Q4 2018Q4 202217
CAPSTONE ASSET MANAGEMENT CO 17170.02%0.02%0.04%Q2 2013Q2 201717
Alexandria Capital, LLC 1430.00%0.02%0.08%Q2 2013Q3 201717
MACKAY SHIELDS LLC 17170.01%0.02%0.03%Q1 2018Q1 202217
ABERDEEN ASSET MANAGEMENT PLC/UK 17170.00%0.01%0.01%Q2 2013Q2 201717
Chicago Partners Investment Group LLC 1410.00%0.06%0.12%Q3 2017Q3 202317
Capital Research Global Investors 17170.02%0.09%0.20%Q3 2019Q3 202317
Quantbot Technologies LP 410.01%0.14%0.33%Q2 2013Q1 202317
Fairhaven Wealth Management, LLC 16160.25%0.64%1.11%Q4 2018Q3 202216
WASHINGTON TRUST Co 1510.00%0.00%0.00%Q2 2018Q3 202316
Vestcor Inc 16160.01%0.01%0.02%Q4 2019Q3 202316
FinTrust Capital Advisors, LLC 1310.00%0.01%0.02%Q4 2018Q3 202316
Sonora Investment Management, LLC 1510.00%0.00%0.00%Q3 2015Q3 202116
Copperleaf Capital, LLC 16160.52%0.87%1.21%Q4 2019Q3 202316
XML Financial, LLC 16160.04%0.10%0.18%Q4 2019Q3 202316
Renaissance Technologies 310.01%0.04%0.10%Q3 2013Q1 202316
WMS Partners, LLC 1110.02%0.07%0.16%Q2 2014Q4 202116
Investment Research & Advisory Group, Inc. 16160.21%0.87%1.29%Q4 2019Q3 202316
Hyperion Capital Advisors LP 16160.58%0.83%1.58%Q4 2019Q3 202316
Ensign Peak Advisors, Inc 16160.00%0.01%0.03%Q4 2019Q3 202316
DELTA LLOYD NV 16160.00%0.02%0.06%Q2 2013Q1 201716
First Pacific Advisors, LP 1060.39%1.23%2.84%Q2 2013Q3 202316
Stratos Wealth Partners, LTD. 1010.00%0.01%0.04%Q4 2014Q1 202216
Virtu KCG Holdings LLC 960.01%0.01%0.04%Q3 2013Q2 201716
THOMPSON DAVIS & CO., INC. 16160.00%0.02%0.15%Q4 2013Q3 201716
Interval Partners, LP 510.05%0.79%2.33%Q4 2013Q1 202216
Madison Asset Management, LLC 16160.66%1.04%2.10%Q4 2019Q3 202316
Marks Group Wealth Management, Inc 16160.03%0.07%0.17%Q4 2019Q3 202316
Beacon Financial Advisory LLC 16160.18%0.26%0.41%Q4 2019Q3 202316
GAMBLE JONES INVESTMENT COUNSEL 16160.02%0.03%0.05%Q1 2019Q4 202216
JANUS HENDERSON INVESTORS US LLC 16160.00%0.01%0.06%Q2 2013Q1 201716
Kelman-Lazarov, Inc. 16160.11%0.35%0.50%Q1 2016Q4 201916
Banque Cantonale Vaudoise 16160.01%0.02%0.05%Q4 2019Q3 202316
Professional Financial Advisors, LLC 16160.38%0.59%1.03%Q4 2019Q3 202316
Live Oak Private Wealth LLC 16160.57%1.19%3.44%Q4 2019Q3 202316
Greenline Partners, LLC 16160.09%0.32%0.47%Q2 2019Q1 202316
Prestige Wealth Management Group LLC 1510.00%0.00%0.00%Q4 2018Q3 202316
DUPONT CAPITAL MANAGEMENT CORP 1310.00%0.09%0.41%Q4 2017Q2 202316
Sugarloaf Wealth Management, LLC 16160.01%0.01%0.02%Q4 2019Q3 202316
Arcus Capital Partners, LLC 410.06%0.20%1.26%Q4 2015Q3 202316
AMERICAN CENTURY COMPANIES INC 16160.00%0.00%0.04%Q4 2019Q3 202316
Resonant Capital Advisors, LLC 16160.04%0.10%0.29%Q4 2019Q3 202316
Qube Research & Technologies Ltd 410.00%0.07%0.20%Q2 2018Q3 202316
S.A. Mason LLC 16160.09%0.13%0.19%Q4 2019Q3 202316
Taylor Frigon Capital Management LLC 1420.76%1.27%1.51%Q1 2016Q1 202116
BELLEVUE ASSET MANAGEMENT, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
Patriot Financial Group Insurance Agency, LLC 16160.00%0.07%0.21%Q4 2019Q3 202316
CONNABLE OFFICE INC 15150.08%0.10%0.17%Q2 2013Q4 201615
TCW GROUP INC 15150.01%0.03%0.08%Q2 2013Q4 201615
WEALTHFRONT Corp 870.00%0.00%0.01%Q1 2014Q3 201815
BlackRock Fund Advisors 15150.03%0.04%0.05%Q2 2013Q4 201615
PARK AVENUE SECURITIES LLC 1110.01%0.01%0.02%Q1 2019Q3 202315
BlackRock Investment Management, LLC 15150.02%0.04%0.08%Q2 2013Q4 201615
AlphaCrest Capital Management LLC 1410.02%0.12%0.35%Q4 2018Q3 202215
PRIVATE TRUST CO NA 720.00%0.02%0.09%Q1 2013Q3 202315
SILVERCREST ASSET MANAGEMENT GROUP LLC 710.00%0.00%0.00%Q2 2014Q1 202115
NuWave Investment Management, LLC 510.00%0.15%0.62%Q4 2013Q2 202215
FineMark National Bank & Trust 1310.00%0.01%0.02%Q2 2013Q3 202315
Clearstead Advisors, LLC 15150.01%0.01%0.03%Q1 2020Q3 202315
SUMMITRY LLC 15151.12%2.27%3.75%Q1 2020Q3 202315
Advisor Group, Inc. 15150.01%0.02%0.04%Q2 2016Q4 201915
OFI Advisors LLC 1140.04%0.06%0.07%Q3 2011Q3 201515
TIMUCUAN ASSET MANAGEMENT INC/FL 15152.65%3.82%5.04%Q1 2020Q3 202315
Rampart Investment Management Company, LLC 15150.01%0.10%0.29%Q1 2017Q3 202015
BlackRock Institutional Trust Company, N.A. 15150.04%0.05%0.06%Q2 2013Q4 201615
BlackRock Japan Co. Ltd 15150.04%0.06%0.07%Q2 2013Q4 201615
Xact Kapitalforvaltning AB 15150.04%0.06%0.08%Q3 2016Q1 202015
SCHRODER INVESTMENT MANAGEMENT GROUP 15150.00%0.00%0.00%Q1 2020Q3 202315
EXCHANGE TRADED CONCEPTS, LLC 1320.00%0.03%0.20%Q1 2020Q4 202315
Orbis Allan Gray Ltd 15150.01%0.03%0.15%Q3 2019Q1 202315
BLACKROCK ADVISORS LLC 15150.00%0.02%0.07%Q2 2013Q4 201615
Handelsbanken Fonder AB 1410.01%0.03%0.05%Q4 2015Q3 202315
Legacy Bridge, LLC 15150.00%0.01%0.01%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.01%0.01%0.02%Q1 2020Q3 202315
OppenheimerFunds, Inc. 1410.00%0.09%0.32%Q1 2013Q1 201915
WCM INVESTMENT MANAGEMENT, LLC 15150.00%0.00%0.01%Q1 2020Q3 202315
Financial Gravity Asset Management, Inc. 610.00%0.01%0.06%Q1 2018Q2 202315
CAPITAL ONE, NATIONAL ASSOCIATION 15150.02%0.04%0.06%Q3 2014Q1 201815
BRINKER CAPITAL INC 15150.08%0.10%0.13%Q4 2016Q2 202015
JARISLOWSKY, FRASER Ltd 1020.00%0.00%0.00%Q2 2019Q2 202315
MSI Financial Services Inc 15150.00%0.00%0.01%Q2 2013Q4 201615
Valeo Financial Advisors, LLC 15150.00%0.00%0.01%Q3 2017Q1 202115
Orion Portfolio Solutions, LLC 1230.00%0.02%0.04%Q4 2019Q3 202315
BlackRock Group LTD 15150.04%0.05%0.06%Q2 2013Q4 201615
WEDGE CAPITAL MANAGEMENT L L P/NC 1010.22%0.46%0.86%Q2 2015Q3 202314
Shinko Asset Management Co., Ltd. 14140.00%0.00%0.00%Q2 2013Q3 201614
EQUITABLE TRUST CO 1040.02%0.05%0.08%Q1 2020Q3 202314
BOSTON FINANCIAL MANGEMENT LLC 1130.01%0.02%0.04%Q1 2020Q3 202314
Hills Bank & Trust Co 14140.06%0.11%0.16%Q2 2020Q3 202314
Livingston Group Asset Management CO (operating as Southport Capital Management) 1310.05%0.27%0.33%Q2 2013Q3 201814
Mosaic Family Wealth, LLC 14140.03%0.05%0.07%Q4 2015Q1 201914
RiverPark Advisors, LLC 14140.26%1.91%4.22%Q2 2015Q3 201814
Kiltearn Partners LLP 14140.86%3.06%5.72%Q2 2020Q3 202314
Stephens Investment Management Group LLC 14140.10%0.42%0.61%Q2 2013Q3 201614
WESTPORT RESOURCES MANAGEMENT INC 14140.01%0.02%0.04%Q2 2013Q3 201614
AMICA MUTUAL INSURANCE CO 14140.05%0.07%0.10%Q4 2015Q1 201914
FRED ALGER MANAGEMENT, LLC 420.00%0.00%0.02%Q2 2015Q1 202214
OSSIAM 710.00%0.01%0.04%Q2 2019Q3 202314
TDAM USA INC. 1130.03%0.31%0.52%Q2 2018Q4 202114
TWO SIGMA ADVISERS, LP 410.00%0.03%0.10%Q2 2013Q1 202314
XPONANCE, INC. 14140.02%0.02%0.03%Q2 2020Q3 202314
Canal Capital Management, LLC 1010.06%0.11%0.18%Q4 2016Q3 202214
Amica Retiree Medical Trust 14140.06%0.08%0.10%Q4 2015Q1 201914
Snowden Capital Advisors LLC 830.00%0.01%0.03%Q2 2019Q3 202314
COMGEST GLOBAL INVESTORS S.A.S. 14140.01%0.05%0.12%Q4 2014Q1 201814
Bank of Marin 14140.22%0.31%0.40%Q4 2019Q1 202314
ASSETMARK, INC 920.00%0.00%0.00%Q4 2015Q2 202314
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 14140.01%0.01%0.03%Q2 2020Q3 202314
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 510.00%0.01%0.04%Q3 2013Q2 202114
Hudson Bay Capital Management LP 710.01%0.06%0.18%Q4 2016Q3 202314
Mn Services Vermogensbeheer B.V. 14140.02%0.05%0.06%Q1 2016Q2 201914
CAROLINAS WEALTH CONSULTING LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
LEUTHOLD GROUP, LLC 14140.51%0.59%0.67%Q2 2013Q3 201614
Hanson & Doremus Investment Management 14140.01%0.02%0.02%Q2 2019Q3 202214
Yorktown Management & Research Co Inc 1040.04%0.09%0.21%Q2 2013Q4 202114
Mizuho Asset Management Co.,Ltd. 14140.00%0.02%0.03%Q2 2013Q3 201614
Bridgewater Associates 610.00%0.07%0.19%Q2 2013Q2 202214
SouthState Corp 1310.01%0.02%0.03%Q1 2019Q3 202314
Marshall Wace North America L.P. 910.00%0.03%0.17%Q2 2017Q3 202114
Cipher Capital LP 510.03%0.38%0.92%Q2 2013Q2 202314
Moisand Fitzgerald Tamayo, LLC 13130.00%0.00%0.00%Q2 2020Q2 202313
Carnegie Capital Asset Management, LLC 1030.05%0.14%0.44%Q4 2017Q1 202113
IPG Investment Advisors LLC 611.00%2.16%3.68%Q4 2013Q1 202313
Carolina Wealth Advisors, LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
ClearBridge Investments 13130.00%0.03%0.08%Q1 2014Q1 201713
Dai-ichi Life Holdings, Inc. 1210.01%0.01%0.01%Q2 2013Q3 201613
EXANE DERIVATIVES 13130.00%0.00%0.00%Q2 2019Q2 202213
Kestra Advisory Services, LLC 13130.00%0.01%0.02%Q3 2020Q3 202313
WHITTIER TRUST CO OF NEVADA INC 620.00%0.00%0.01%Q3 2015Q3 202313
INTEGRAL DERIVATIVES, LLC 610.00%0.01%0.03%Q1 2014Q3 201713
Oakcliff Capital Partners, LP 13132.91%8.72%13.06%Q1 2017Q1 202013
Independent Portfolio Consultants, Inc. 13130.06%0.29%0.44%Q2 2014Q2 201713
THORNBURG INVESTMENT MANAGEMENT INC 13130.03%0.22%0.36%Q1 2018Q1 202113
MARK SHEPTOFF FINANCIAL PLANNING, LLC 940.01%0.01%0.01%Q3 2015Q3 202313
Summit X, LLC 13130.07%0.13%0.20%Q2 2020Q2 202313
Schonfeld Strategic Advisors LLC 410.00%0.11%0.42%Q2 2016Q2 202313
Dai-ichi Life Insurance Company, Ltd 620.00%0.02%0.04%Q4 2016Q3 202113
Tredje AP-fonden 510.01%0.03%0.12%Q1 2017Q3 202313
NORTHWEST INVESTMENT COUNSELORS, LLC 810.00%0.00%0.01%Q2 2017Q3 202313
DUALITY ADVISERS, LP 430.06%0.25%0.56%Q2 2019Q3 202313
Bayesian Capital Management, LP 210.07%0.34%0.92%Q3 2016Q2 202313
Ellevest, Inc. 13130.00%0.00%0.02%Q4 2019Q4 202213
EVOKE WEALTH, LLC 13130.00%0.00%0.01%Q3 2019Q3 202213
Global X Management CO LLC 13130.00%0.01%0.02%Q2 2015Q2 201813
Private Ocean, LLC 810.00%0.00%0.01%Q4 2017Q3 202313
Otter Creek Advisors, LLC 610.66%1.53%4.59%Q1 2015Q3 202013
ARMSTRONG HENRY H ASSOCIATES INC 13130.16%0.27%0.39%Q4 2019Q4 202213
Assenagon Asset Management S.A. 810.00%0.01%0.03%Q3 2017Q3 202313
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 13130.04%0.20%0.46%Q3 2020Q3 202313
LMR Partners LLP 410.00%0.08%0.17%Q4 2014Q2 202313
AMICA PENSION FUND BOARD OF TRUSTEES 13130.06%0.08%0.10%Q4 2015Q4 201813
Quadrature Capital Ltd 310.02%0.23%0.99%Q4 2016Q2 202313
Powell Investment Advisors, LLC 13130.29%0.56%0.74%Q4 2019Q4 202213
HERMES INVESTMENT MANAGEMENT LTD 12120.42%0.62%0.86%Q2 2013Q1 201612
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 12120.05%0.08%0.10%Q2 2013Q1 201612
Greenbrier Partners Capital Management, LLC 12122.04%3.90%5.00%Q2 2013Q1 201612
SOA Wealth Advisors, LLC. 12120.00%0.00%0.00%Q4 2020Q3 202312
First Allied Advisory Services, Inc. 410.00%0.02%0.04%Q2 2013Q3 202012
Cetera Investment Advisers 12120.00%0.01%0.01%Q4 2020Q3 202312
CX Institutional 910.00%0.00%0.01%Q4 2018Q2 202212
Maryland State Retirement & Pension System 12120.02%0.04%0.07%Q4 2020Q3 202312
PARADIGM ASSET MANAGEMENT CO LLC 12120.01%0.16%0.27%Q4 2020Q3 202312
JNBA Financial Advisors 1010.00%0.01%0.06%Q3 2016Q4 202112
OMERS ADMINISTRATION Corp 410.02%0.12%0.40%Q3 2013Q2 201812
Elo Mutual Pension Insurance Co 12120.03%0.04%0.05%Q4 2020Q3 202312
Flinton Capital Management LLC 12120.01%0.01%0.02%Q4 2016Q3 201912
RUSSELL FRANK CO/ 12120.00%0.01%0.07%Q2 2013Q1 201612
Meadow Creek Investment Management LLC 12120.01%0.01%0.01%Q4 2016Q3 201912
Financial Management Professionals, Inc. 1020.00%0.00%0.02%Q2 2020Q3 202312
Wealthcare Advisory Partners LLC 1110.00%0.01%0.01%Q3 2017Q1 202112
HM PAYSON & CO 12120.00%0.00%0.00%Q2 2019Q1 202212
CSat Investment Advisory, L.P. 12120.01%0.01%0.04%Q2 2018Q1 202112
Prime Capital Investment Advisors, LLC 840.01%0.04%0.12%Q4 2017Q4 202012
Kinloch Capital, LLC 12120.12%0.23%0.39%Q4 2020Q3 202312
Elkfork Partners LLC 12120.02%0.02%0.02%Q4 2016Q3 201912
Zurich Insurance Group Ltd/FI 910.04%0.06%0.10%Q4 2015Q3 201912
CARY STREET PARTNERS ASSET MANAGEMENT LLC 12120.11%0.28%0.69%Q4 2020Q3 202312
ENCOMPASS WEALTH ADVISORS, LLC 12120.08%0.13%0.29%Q4 2020Q3 202312
TD Securities (USA) LLC 12120.02%0.06%0.08%Q2 2013Q1 201612
Blueshift Asset Management, LLC 710.12%0.59%1.54%Q4 2018Q3 202312
BP PLC 420.02%0.05%0.06%Q3 2016Q2 202112
PartnerRe Asset Management CORP 12120.03%0.04%0.05%Q2 2013Q1 201612
Parkwood LLC 410.03%0.60%1.70%Q4 2014Q4 201812
CLEAR STREET MARKETS LLC 710.00%0.04%0.17%Q2 2015Q3 202312
Glen Harbor Capital Management LLC 12120.01%0.01%0.02%Q4 2016Q3 201912
NAVELLIER & ASSOCIATES INC 840.03%0.04%0.05%Q3 2012Q4 202112
Lombard Odier Asset Management (USA) Corp 410.01%0.89%1.95%Q2 2013Q2 202312
FORSTA AP-FONDEN 1020.02%0.04%0.06%Q2 2020Q3 202312
Triad Investment Management 750.96%3.03%4.62%Q4 2018Q3 202312
Zions Bancorporation 1110.00%0.00%0.00%Q1 2015Q1 201812
KALMAR INVESTMENTS INC /DE/ 12120.56%0.99%1.36%Q2 2013Q1 201612
Berman Capital Advisors, LLC 12120.00%0.01%0.01%Q4 2018Q3 202112
BOOTHBAY FUND MANAGEMENT, LLC 410.01%0.05%0.22%Q4 2016Q2 202312
STEEL GROVE CAPITAL ADVISORS, LLC 620.03%0.06%0.12%Q1 2015Q3 201812
Amundi 10100.00%0.01%0.02%Q2 2021Q3 202312
Salvus Wealth Management, LLC 12122.17%2.80%3.35%Q4 2020Q3 202312
Saturna Capital CORP 11110.00%0.00%0.00%Q2 2013Q4 201511
Empirical Finance, LLC 1010.01%0.03%0.04%Q4 2016Q3 202311
ELLINGTON MANAGEMENT GROUP LLC 310.05%0.14%0.30%Q3 2013Q3 201911
SIRIOS CAPITAL MANAGEMENT L P 920.40%1.69%3.86%Q4 2016Q3 202011
Brinker Capital Investments, LLC 1010.00%0.07%0.13%Q4 2015Q4 202211
PIEDMONT INVESTMENT ADVISORS INC 830.00%0.02%0.03%Q2 2016Q1 202011
BAKER TILLY WEALTH MANAGEMENT, LLC 11110.04%0.09%0.13%Q1 2021Q3 202311
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 610.02%0.09%0.18%Q4 2017Q3 202311
Wellington Shields & Co., LLC 11110.16%0.34%0.58%Q1 2021Q3 202311
Spire Wealth Management 11110.00%0.01%0.01%Q1 2021Q3 202311
ABRAMS BISON INVESTMENTS, LLC 11114.16%11.02%16.75%Q2 2014Q4 201611
Kovitz Investment Group, LLC 11111.34%2.13%3.60%Q2 2013Q4 201511
Cresset Asset Management, LLC 720.00%0.00%0.01%Q4 2018Q3 202311
Trexquant Investment LP 210.04%0.41%0.78%Q2 2015Q2 202211
HOWARD HUGHES MEDICAL INSTITUTE 11110.15%0.85%1.81%Q3 2014Q1 201711
AMF Tjanstepension AB 11110.04%0.08%0.14%Q1 2021Q3 202311
Concord Wealth Partners 740.01%0.05%0.13%Q4 2020Q3 202311
CAPITAL MANAGEMENT CORP /VA 920.05%0.06%0.07%Q3 2019Q2 202211
MV CAPITAL MANAGEMENT, INC. 11110.00%0.00%0.01%Q1 2021Q3 202311
SeaCrest Wealth Management, LLC 610.01%0.02%0.03%Q4 2017Q2 202211
RATIONAL ADVISORS LLC 810.00%0.20%0.77%Q3 2017Q3 202011
Vident Investment Advisory, LLC 610.00%0.02%0.05%Q2 2015Q4 202111
Ethic Inc. 11110.02%0.03%0.06%Q1 2021Q3 202311
Hedeker Wealth, LLC 11110.06%0.89%2.02%Q4 2014Q2 201711
Teza Capital Management LLC 210.05%0.25%0.86%Q1 2018Q3 202311
EVERENCE CAPITAL MANAGEMENT INC 810.02%0.03%0.05%Q4 2019Q3 202311
CURIAN CAPITAL LLC 11110.02%0.03%0.04%Q2 2013Q4 201511
Vanguard Personalized Indexing Management, LLC 11110.01%0.02%0.04%Q1 2021Q3 202311
YorkBridge Wealth Partners, LLC 11110.06%0.07%0.09%Q4 2016Q2 201911
Symmetry Partners, LLC 920.01%0.03%0.04%Q3 2020Q2 202311
CITY HOLDING CO 1010.00%0.00%0.01%Q4 2013Q1 202311
Achmea Investment Management B.V. 610.00%0.03%0.06%Q4 2018Q2 202311
BALASA DINVERNO & FOLTZ LLC 11110.04%0.06%0.08%Q2 2013Q4 201511
Wealthspire Advisors, LLC 510.00%0.01%0.02%Q4 2018Q3 202311
Decatur Capital Management, Inc. 740.85%1.54%2.32%Q2 2016Q1 201911
ACADIAN ASSET MANAGEMENT LLC 320.00%0.00%0.00%Q1 2015Q1 202211
Euclid Advisors LLC 830.04%0.17%0.62%Q2 2013Q2 201611
TRUEWEALTH LLC 11110.01%0.01%0.02%Q4 2017Q2 202011
Capital Investment Advisory Services, LLC 920.00%0.04%0.07%Q2 2019Q3 202311
Quantitative Systematic Strategies LLC 810.06%0.27%0.68%Q2 2014Q1 201811
UMB Bank, n.a. 830.01%0.02%0.05%Q1 2019Q3 202311
Bradley Mark J. 11110.18%1.43%2.26%Q4 2020Q2 202311
Provident Investment Management, Inc. 10104.00%4.66%5.37%Q3 2014Q4 201610
CENTRAL TRUST Co 710.00%0.00%0.00%Q2 2017Q3 202310
IVORY INVESTMENT MANAGEMENT, LLC 10100.50%0.67%0.97%Q1 2015Q2 201710
LOOMIS SAYLES & CO L P 820.00%0.00%0.00%Q4 2019Q2 202210
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.01%0.02%Q2 2018Q3 202010
ProVise Management Group, LLC 10100.02%0.19%0.39%Q2 2021Q3 202310
JFS WEALTH ADVISORS, LLC 820.00%0.00%0.00%Q4 2017Q3 202310
Magnetar Financial LLC 310.00%0.02%0.06%Q2 2015Q4 202110
Verdence Capital Advisors LLC 10100.06%0.11%0.15%Q2 2021Q3 202310
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 210.00%0.04%0.19%Q3 2017Q2 202310
Deseret Mutual Benefit Administrators 10100.01%0.02%0.03%Q2 2021Q3 202310
CHICAGO TRUST Co NA 10100.11%0.22%0.28%Q2 2021Q3 202310
NatWest Group plc 10100.00%0.01%0.03%Q2 2013Q3 201510
Plante Moran Financial Advisors, LLC 710.00%0.00%0.00%Q2 2014Q4 202210
TAMRO Capital Partners LLC 10100.08%0.11%0.16%Q2 2013Q3 201510
Walleye Capital LLC 320.00%0.03%0.12%Q2 2019Q3 202310
BARINGS LLC 510.01%0.02%0.04%Q3 2013Q2 201610
Avalon Investment & Advisory 610.00%0.22%1.29%Q2 2013Q1 202310
GLG LLC 910.03%0.04%0.05%Q1 2014Q4 201710
RAYMOND JAMES TRUST N.A. 640.01%0.01%0.02%Q3 2020Q3 202310
Corient Capital Partners, LLC 10100.02%0.03%0.04%Q2 2020Q3 202210
Holocene Advisors, LP 510.17%0.70%1.64%Q4 2017Q3 202310
Koshinski Asset Management, Inc. 610.02%0.03%0.03%Q2 2020Q2 202310
Calvert Investment Management, Inc. 10100.02%0.03%0.04%Q3 2014Q4 201610
TRADITION CAPITAL MANAGEMENT LLC 10100.40%0.58%1.00%Q4 2016Q1 201910
PDT Partners, LLC 310.02%0.26%0.58%Q2 2013Q3 202310
Vancity Investment Management Ltd 10101.96%2.41%3.00%Q2 2021Q3 202310
Dynamic Technology Lab Private Ltd 310.07%0.29%0.66%Q2 2015Q4 202210
ARBOR CAPITAL MANAGEMENT LLC 10100.49%0.91%1.60%Q3 2013Q4 201510
Newbridge Financial Services Group, Inc. 10100.00%0.01%0.04%Q1 2021Q2 202310
Bank Julius Baer & Co. Ltd, Zurich 10100.00%0.00%0.01%Q1 2020Q2 202210
Caledonia (Private) Investments Pty Ltd 10100.22%2.57%4.67%Q1 2020Q2 202210
TOBAM 10100.00%0.00%0.01%Q3 2020Q4 202210
AUA CAPITAL MANAGEMENT, LLC 10100.00%0.00%0.00%Q3 2020Q4 202210
STEVENS CAPITAL MANAGEMENT LP 210.05%0.16%0.32%Q2 2013Q4 202010
CLINTON GROUP INC 410.07%0.37%0.67%Q3 2013Q2 201810
NIPPON LIFE INSURANCE CO 10100.02%0.02%0.03%Q2 2015Q3 201710
SUMITOMO LIFE INSURANCE CO 10100.11%0.16%0.22%Q3 2013Q4 201510
WFG Advisors, LP 810.00%0.00%0.00%Q2 2013Q2 20179
HIGHBRIDGE CAPITAL MANAGEMENT LLC 210.00%0.10%0.34%Q3 2013Q3 20189
Marathon Asset Management Ltd 990.28%0.49%1.61%Q3 2021Q3 20239
Edgestream Partners, L.P. 510.07%0.32%0.70%Q4 2018Q1 20239
Illinois Municipal Retirement Fund 630.01%0.03%0.05%Q3 2020Q3 20239
USS Investment Management Ltd 990.01%0.02%0.04%Q2 2020Q2 20229
Meiji Yasuda Asset Management Co Ltd. 420.01%0.02%0.05%Q3 2016Q4 20219
Kathmere Capital Management, LLC 990.05%0.07%0.12%Q2 2020Q2 20229
BENJAMIN EDWARDS INC 990.00%0.00%0.01%Q3 2021Q3 20239
NATIXIS 410.00%0.04%0.12%Q2 2016Q3 20229
Castleview Partners, LLC 810.00%0.08%0.17%Q2 2021Q3 20239
Grove Bank & Trust 540.00%0.00%0.01%Q4 2016Q3 20239
Immersion Capital LLP 545.01%15.93%30.63%Q4 2016Q3 20239
Sound Income Strategies, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Redpoint Investment Management Pty Ltd 410.01%0.03%0.04%Q2 2019Q3 20229
Index Management Solutions, LLC 990.00%0.01%0.02%Q3 2013Q3 20159
Rings Capital Management 540.64%6.51%19.99%Q2 2020Q3 20239
A.R.T. Advisors, LLC 610.02%0.17%0.30%Q3 2013Q3 20189
LOS ANGELES CAPITAL MANAGEMENT LLC 410.00%0.04%0.18%Q1 2015Q3 20239
Dynamic Capital Management Ltd 210.08%1.49%6.87%Q3 2013Q1 20199
BECK MACK & OLIVER LLC 990.01%0.02%0.02%Q4 2013Q4 20159
MANAGED ACCOUNT ADVISORS LLC 990.02%0.02%0.03%Q2 2013Q2 20159
Balentine LLC 540.00%0.02%0.04%Q2 2019Q3 20239
LIBERTY WEALTH MANAGEMENT LLC 540.00%0.02%0.04%Q1 2019Q3 20219
Western Wealth Management, LLC 310.01%0.03%0.05%Q3 2019Q2 20229
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 710.00%0.00%0.00%Q2 2019Q4 20219
HARBOUR INVESTMENTS, INC. 420.00%0.01%0.03%Q1 2021Q3 20239
McKinley Carter Wealth Services, Inc. 990.02%0.36%0.58%Q3 2020Q3 20229
Hollow Brook Wealth Management LLC 991.52%2.88%4.67%Q3 2021Q3 20239
PIERSHALE FINANCIAL GROUP, INC. 510.00%0.00%0.00%Q1 2015Q2 20239
Sciencast Management LP 210.09%0.43%0.98%Q3 2017Q3 20219
Stonehage Fleming (UK) Ltd 990.14%0.22%0.30%Q4 2013Q4 20159
Campbell & CO Investment Adviser LLC 410.14%0.31%0.65%Q2 2013Q3 20209
TIEMANN INVESTMENT ADVISORS, LLC 420.08%0.16%0.25%Q1 2015Q4 20219
BlueCrest Capital Management Ltd 210.01%0.03%0.05%Q2 2015Q4 20199
Pier Capital, LLC 540.01%0.04%0.10%Q3 2013Q4 20159
HRT FINANCIAL LP 410.00%0.03%0.09%Q2 2019Q1 20239
MAR VISTA INVESTMENT PARTNERS LLC 990.83%1.37%1.72%Q4 2017Q4 20199
Gideon Capital Advisors, Inc. 210.09%0.28%0.57%Q4 2013Q4 20199
Alliance Wealth Advisors, LLC 990.17%0.20%0.26%Q3 2021Q3 20239
First City Capital Management, Inc. 990.03%0.03%0.04%Q1 2014Q1 20169
FINANCIAL CONSULATE, INC 990.07%0.10%0.17%Q1 2021Q1 20239
Roundview Capital LLC 540.02%0.07%0.11%Q2 2021Q3 20239
Covestor Ltd 880.00%0.01%0.02%Q4 2021Q3 20239
WestEnd Advisors, LLC 810.00%0.00%0.00%Q2 2021Q3 20239
Connecticut Wealth Management, LLC 990.02%0.03%0.05%Q3 2021Q3 20239
Latitude Advisors, LLC 990.17%0.26%0.46%Q1 2021Q1 20239
Vontobel Holding Ltd. 720.00%0.00%0.00%Q4 2020Q3 20239
MGO ONE SEVEN LLC 310.00%0.03%0.09%Q4 2017Q3 20238
2Xideas AG 880.57%0.84%1.28%Q4 2020Q3 20228
Caption Management, LLC 210.01%0.14%0.57%Q4 2019Q1 20238
Cypress Capital Group 880.06%0.08%0.13%Q4 2021Q3 20238
Stephens Consulting, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.01%Q4 2021Q3 20238
GUARDIAN INVESTOR SERVICES LLC 880.06%0.07%0.08%Q2 2013Q1 20158
Vigilant Capital Management, LLC 710.00%0.01%0.02%Q1 2021Q2 20238
TOWNSQUARE CAPITAL LLC 880.01%0.01%0.02%Q4 2021Q3 20238
AE Wealth Management LLC 310.00%0.01%0.02%Q4 2019Q3 20238
Intrinsic Value Partners, LLC 880.83%1.21%1.46%Q4 2021Q3 20238
BRISTOL JOHN W & CO INC /NY/ 880.81%0.98%1.16%Q4 2014Q3 20168
LOWE BROCKENBROUGH & CO INC 530.02%0.02%0.03%Q3 2021Q3 20238
Veritas Investment Management LLP 880.01%0.01%0.02%Q4 2016Q3 20188
BENNETT SELBY INVESTMENTS LP 880.51%0.74%0.99%Q4 2020Q3 20228
Hutchin Hill Capital, LP 510.04%0.09%0.16%Q3 2013Q2 20178
Strategic Wealth Partners, Ltd. 880.00%0.03%0.11%Q4 2017Q3 20198
QUANTRES ASSET MANAGEMENT Ltd 310.49%0.94%1.82%Q3 2014Q3 20188
ALLSTATE CORP 440.01%0.01%0.03%Q1 2019Q3 20228
Portolan Capital Management 510.15%0.45%0.73%Q2 2013Q1 20218
Crewe Advisors LLC 420.00%0.00%0.01%Q3 2020Q2 20238
FIRST INTERSTATE BANK 880.02%0.03%0.05%Q4 2016Q3 20188
YOUSIF CAPITAL MANAGEMENT, LLC 880.02%0.03%0.04%Q4 2021Q3 20238
HHM Wealth Advisors, LLC 880.00%0.01%0.01%Q1 2020Q4 20218
Glenview Trust Co 880.01%0.02%0.05%Q4 2021Q3 20238
Ascent Group, LLC 880.05%0.11%0.23%Q4 2021Q3 20238
PICTET ASSET MANAGEMENT SA 880.01%0.01%0.01%Q3 2021Q2 20238
SELZ CAPITAL LLC 440.13%0.32%1.22%Q4 2017Q4 20198
Evolution Advisers, Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
BIGLARI, SARDAR 885.40%9.84%17.99%Q4 2021Q3 20238
MENTA CAPITAL LLC 210.02%0.20%0.54%Q4 2015Q2 20198
Boston Partners 410.00%0.00%0.00%Q1 2016Q4 20198
Strengthening Families & Communities, LLC 880.02%0.13%0.24%Q4 2021Q3 20238
Gradient Investments LLC 610.00%0.00%0.00%Q1 2015Q3 20238
WoodTrust Financial Corp 880.06%0.15%0.25%Q4 2020Q3 20228
MOSELEY INVESTMENT MANAGEMENT INC 880.34%0.58%0.86%Q4 2020Q3 20228
Mizuho Trust & Banking Co., Ltd. 880.05%0.06%0.07%Q4 2014Q3 20168
Virtu Financial LLC 210.02%0.11%0.19%Q3 2017Q2 20238
Yarbrough Capital, LLC 880.02%0.02%0.03%Q4 2021Q3 20238
BOSTON PRIVATE BANK & TRUST CO 880.01%0.02%0.02%Q2 2013Q1 20158
DELTA ASSET MANAGEMENT LLC/TN 880.00%0.00%0.00%Q2 2013Q1 20158
HIGH POINTE CAPITAL MANAGEMENT LLC 620.19%0.91%1.79%Q2 2014Q3 20168
Connectus Wealth, LLC 880.01%0.01%0.03%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
ExodusPoint Capital Management, LP 310.00%0.04%0.11%Q3 2019Q3 20238
WASHINGTON TRUST BANK 510.00%0.00%0.01%Q1 2015Q1 20188
DIKER MANAGEMENT LLC 880.76%1.12%1.51%Q2 2016Q1 20188
Bell Investment Advisors, Inc 620.00%0.00%0.00%Q3 2021Q3 20238
GREENLEAF TRUST 510.00%0.00%0.01%Q3 2015Q1 20228
Graves Light Lenhart Wealth, Inc. 520.01%0.03%0.06%Q1 2019Q4 20217
Sowell Financial Services LLC 770.00%0.01%0.06%Q3 2019Q1 20217
Alpha Paradigm Partners, LLC 770.04%0.22%0.41%Q4 2020Q2 20227
First Personal Financial Services 770.01%0.03%0.04%Q4 2017Q2 20197
GILDER GAGNON HOWE & CO LLC 430.00%0.81%2.20%Q2 2013Q1 20157
Fosun International Ltd 770.02%0.07%0.14%Q4 2021Q2 20237
Rehmann Capital Advisory Group 770.00%0.00%0.00%Q1 2018Q3 20197
NorthCoast Asset Management LLC 770.02%0.03%0.03%Q1 2020Q3 20217
Sompo Asset Management Co., Ltd. 430.04%0.15%0.25%Q4 2018Q3 20237
Ruane, Cunniff & Goldfarb 772.90%4.75%6.39%Q2 2016Q4 20177
PRUDENTIAL PLC 770.00%0.01%0.01%Q1 2022Q3 20237
COOKE & BIELER LP 771.29%1.52%1.80%Q1 2022Q3 20237
REYNOLDS CAPITAL MANAGEMENT LLC 430.31%0.40%0.51%Q2 2013Q3 20157
WCG Wealth Advisors LLC 660.03%0.38%0.62%Q2 2022Q3 20237
Clear Perspective Advisors, LLC 770.02%0.10%0.22%Q4 2016Q2 20187
Tuttle Capital Management, LLC 210.09%0.88%1.83%Q1 2018Q1 20217
Cranbrook Wealth Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
Harvest Investment Services, LLC 770.18%0.25%0.37%Q2 2020Q4 20217
Grantham, Mayo, Van Otterloo & Co. LLC 610.01%0.04%0.07%Q1 2021Q3 20237
CVA Family Office, LLC 310.00%0.01%0.01%Q1 2021Q2 20237
Timber Creek Capital Management LLC 770.61%1.17%1.55%Q1 2022Q3 20237
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 771.53%1.90%2.14%Q2 2019Q4 20207
Tranquilli Financial Advisor LLC 770.24%0.35%0.45%Q1 2022Q3 20237
Beacon Pointe Advisors, LLC 430.00%0.01%0.01%Q3 2021Q3 20237
180 WEALTH ADVISORS, LLC 770.11%0.23%0.32%Q3 2018Q1 20207
Dakota Wealth Management 770.01%0.02%0.03%Q1 2022Q3 20237
Horizon Investments, LLC 310.00%0.01%0.02%Q2 2019Q3 20237
Harvest Fund Management Co., Ltd 770.00%0.01%0.01%Q1 2021Q3 20227
D.B. Root & Company, LLC 770.11%0.13%0.22%Q4 2017Q2 20197
PICTON MAHONEY ASSET MANAGEMENT 770.00%0.11%0.20%Q2 2021Q4 20227
DRIEHAUS CAPITAL MANAGEMENT LLC 770.04%0.08%0.12%Q1 2015Q3 20167
Carson Advisory Inc. 430.18%0.39%0.57%Q4 2021Q3 20237
Atika Capital Management LLC 430.14%1.61%2.56%Q2 2019Q2 20217
Edge Advisors, LLC 770.00%0.00%0.00%Q4 2016Q2 20187
Ohio National Investments, Inc. 610.04%0.05%0.06%Q2 2014Q1 20167
Xcel Wealth Management, LLC 770.69%1.07%1.47%Q2 2020Q4 20217
Placemark Investments, Inc. 770.03%0.04%0.05%Q2 2013Q4 20147
Borer Denton & Associates, Inc. 770.84%1.06%1.41%Q1 2022Q3 20237
PERSONAL CFO SOLUTIONS, LLC 410.05%0.07%0.10%Q3 2019Q3 20237
Keystone Financial Services 770.32%0.38%0.48%Q1 2022Q3 20237
BI Asset Management Fondsmaeglerselskab A/S 770.00%0.01%0.02%Q1 2022Q3 20237
Mariner, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
ELEMENT CAPITAL MANAGEMENT LLC 310.04%0.66%3.04%Q2 2015Q3 20197
Fieldpoint Private Securities, LLC 770.00%0.03%0.04%Q4 2020Q2 20227
LOEWS CORP 610.02%0.06%0.10%Q2 2016Q4 20207
FSB PREMIER WEALTH MANAGEMENT, INC. 520.10%0.14%0.19%Q4 2021Q3 20237
WHITENER CAPITAL MANAGEMENT, INC. 520.01%0.02%0.03%Q4 2017Q3 20197
Capital Advisors, Ltd. LLC 610.00%0.00%0.02%Q2 2017Q3 20237
Tyler-Stone Wealth Management 520.00%0.00%0.01%Q4 2021Q3 20237
BAIRD ROBERT W & CO INC /WI/ 770.00%0.02%0.03%Q3 2013Q1 20157
COMMUNITY TRUST & INVESTMENT CO 770.04%0.05%0.07%Q1 2016Q3 20177
Quent Capital, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
S&T BANK/PA 770.04%0.04%0.05%Q4 2020Q2 20227
abrdn Investment Management Ltd 770.00%0.00%0.00%Q2 2013Q4 20147
Force Capital Management LLC 660.71%3.17%7.76%Q3 2014Q4 20157
OXFORD ASSET MANAGEMENT LLP 310.02%0.16%0.49%Q1 2014Q3 20197
Continuum Advisory, LLC 770.09%0.17%0.24%Q1 2022Q3 20237
CULLEN/FROST BANKERS, INC. 320.00%0.00%0.01%Q3 2020Q2 20237
FIL Ltd 310.00%0.00%0.00%Q3 2018Q1 20217
TOWER BRIDGE ADVISORS 770.02%0.13%0.24%Q4 2020Q2 20227
B. Metzler seel. Sohn & Co. AG 430.00%0.01%0.01%Q4 2021Q3 20237
Jump Trading, LLC 110.00%0.10%0.62%Q2 2015Q1 20197
Integrated Wealth Management 770.02%0.02%0.02%Q1 2015Q3 20167
MANCHESTER FINANCIAL INC 610.02%0.04%0.06%Q2 2019Q1 20217
Pearl River Capital, LLC 510.11%0.28%0.46%Q4 2018Q1 20237
Melvin Capital Management LP 410.20%1.91%3.32%Q1 2017Q1 20207
Centiva Capital, LP 510.00%0.01%0.02%Q4 2021Q2 20237
Apollon Wealth Management, LLC 520.02%0.04%0.07%Q3 2021Q3 20237
Riverwater Partners LLC 770.24%0.34%0.45%Q2 2022Q4 20237
Vestmark Advisory Solutions, Inc. 610.02%0.03%0.04%Q3 2019Q3 20227
Teewinot Capital Advisers, L.L.C. 770.88%2.99%4.63%Q2 2020Q4 20217
DAVIDSON & GARRARD INC 410.05%0.06%0.06%Q3 2013Q3 20157
ZACKS INVESTMENT MANAGEMENT 210.00%0.02%0.03%Q4 2013Q4 20217
FIDUCIARY MANAGEMENT INC /WI/ 771.40%1.90%2.47%Q1 2022Q3 20237
HBK INVESTMENTS L P 310.00%0.02%0.07%Q2 2013Q4 20207
Fiera Capital Corp 610.00%0.14%0.19%Q2 2014Q1 20227
Neo Ivy Capital Management 210.27%0.74%1.27%Q4 2018Q3 20237
BlueDrive Global Investors LLP 770.32%4.41%12.31%Q3 2020Q1 20227
HighVista Strategies LLC 410.12%0.51%0.77%Q1 2015Q1 20187
KLINGENSTEIN FIELDS & CO LP 430.01%0.06%0.16%Q2 2013Q2 20157
VNBTrust, National Association 771.04%2.32%3.24%Q2 2016Q4 20177
Arlington Partners LLC 420.00%0.00%0.01%Q4 2020Q2 20236
Visium Asset Management, LP 210.00%0.02%0.04%Q4 2013Q1 20166
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 660.02%0.02%0.03%Q2 2022Q3 20236
ZEKE CAPITAL ADVISORS, LLC 660.02%0.03%0.04%Q1 2018Q2 20196
PRINCETON CAPITAL MANAGEMENT LLC 661.21%1.36%1.54%Q3 2015Q4 20166
Legacy Financial Advisors, Inc. 660.00%0.00%0.01%Q4 2017Q1 20196
Invictus RG 210.01%1.24%3.60%Q4 2016Q3 20196
Alta Wealth Advisors LLC 660.13%0.59%0.86%Q4 2020Q1 20226
BRYN MAWR TRUST Co 660.01%0.01%0.01%Q3 2020Q4 20216
Metis Global Partners, LLC 420.02%0.02%0.03%Q1 2022Q3 20236
Santa Fe Partners LLC 310.04%0.29%0.51%Q2 2013Q3 20156
Cerity Partners LLC 330.00%0.00%0.01%Q4 2021Q3 20236
Palestra Capital Management LLC 420.02%3.07%4.21%Q1 2019Q4 20206
Schubert & Co 660.00%0.00%0.00%Q4 2021Q1 20236
Shellback Capital, LP 210.26%0.83%1.36%Q1 2015Q2 20216
CenterStar Asset Management, LLC 310.01%0.05%0.12%Q4 2020Q4 20226
Capula Management Ltd 110.01%0.08%0.13%Q3 2019Q3 20236
Seven Bridges Advisors LLC 660.41%1.17%1.71%Q4 2015Q1 20176
Freedman Financial Associates, Inc. 660.01%0.01%0.01%Q4 2020Q1 20226
Trek Financial, LLC 660.02%0.03%0.04%Q2 2021Q3 20226
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Virtus Investment Advisers, Inc. 660.02%0.10%0.18%Q3 2016Q4 20176
XTX Topco Ltd 220.08%0.16%0.30%Q2 2021Q3 20236
Salomon & Ludwin, LLC 510.00%0.00%0.01%Q1 2019Q3 20236
WealthTrust-Arizona, LLC 440.00%0.00%0.00%Q2 2015Q1 20166
Banco Santander, S.A. 510.00%0.06%0.08%Q1 2018Q3 20196
TimesSquare Capital Management, LLC 660.33%0.48%0.57%Q3 2020Q4 20216
Lattice Capital Management, LLC 660.04%0.21%0.59%Q4 2021Q1 20236
Jaffetilchin Investment Partners, LLC 310.05%0.27%0.77%Q3 2013Q4 20196
Lloyds Banking Group plc 660.01%0.02%0.02%Q2 2013Q3 20146
Seven Springs Wealth Group, LLC 660.00%0.00%0.01%Q4 2019Q1 20216
INTECH INVESTMENT MANAGEMENT LLC 660.01%0.02%0.04%Q2 2022Q3 20236
Railway Pension Investments Ltd 660.02%0.04%0.06%Q4 2018Q1 20206
Country Club Trust Company, n.a. 420.02%0.03%0.04%Q2 2018Q4 20196
Mutual Advisors, LLC 420.01%0.01%0.02%Q4 2021Q2 20236
FORA Capital, LLC 210.02%0.18%0.42%Q4 2019Q1 20236
LAZARD ASSET MANAGEMENT LLC 220.00%0.00%0.00%Q1 2019Q1 20236
Hillman Capital Management, Inc. 660.11%0.19%0.24%Q2 2022Q3 20236
SJS Investment Consulting Inc. 510.00%0.00%0.00%Q1 2022Q3 20236
Belpointe Asset Management LLC 660.00%0.01%0.02%Q4 2021Q1 20236
MOORE CAPITAL MANAGEMENT, LP 210.04%0.32%0.67%Q4 2016Q1 20216
FOX RUN MANAGEMENT, L.L.C. 410.09%0.13%0.20%Q3 2017Q2 20236
HEARTLAND ADVISORS INC 660.28%0.63%1.08%Q2 2022Q3 20236
Ferris Capital, LLC 510.00%0.00%0.00%Q2 2017Q1 20196
Fruth Investment Management 410.06%0.08%0.09%Q1 2015Q2 20226
Weiss Multi-Strategy Advisers LLC 310.04%0.22%0.46%Q3 2016Q2 20186
JONES FINANCIAL COMPANIES LLLP 510.00%0.00%0.00%Q2 2013Q4 20226
ATLANTA CAPITAL MANAGEMENT CO L L C 660.28%0.64%0.85%Q2 2013Q3 20146
Salzman Financial Management 665.79%16.77%53.45%Q3 2014Q4 20156
Old North State Trust, LLC 660.00%0.00%0.00%Q3 2018Q4 20196
Elgethun Capital Management 661.18%1.39%1.78%Q2 2022Q3 20236
Rosenberg Matthew Hamilton 660.00%0.01%0.02%Q1 2022Q2 20236
STERNE AGEE GROUP, INC. 660.14%0.16%0.18%Q4 2013Q1 20156
NEW ENGLAND SECURITIES CORP /MA/ 660.00%0.00%0.00%Q3 2013Q4 20146
REGENTATLANTIC CAPITAL LLC 310.01%0.01%0.01%Q4 2014Q4 20216
Disciplined Investments, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
Motley Fool Asset Management LLC 420.00%0.02%0.03%Q4 2021Q3 20236
QVT Financial LP 660.55%0.71%0.98%Q4 2016Q1 20186
Polar Asset Management Partners Inc. 210.00%0.22%0.59%Q4 2017Q4 20216
ACADEMY CAPITAL MANAGEMENT INC/TX 661.88%2.35%2.64%Q1 2019Q2 20206
Mount Yale Investment Advisors, LLC 660.07%0.12%0.14%Q2 2022Q3 20236
IHT Wealth Management, LLC 660.00%0.00%0.01%Q4 2016Q1 20186
Venator Management LLC 420.07%0.37%0.71%Q4 2020Q4 20226
Summit Trail Advisors, LLC 510.01%0.02%0.02%Q4 2017Q3 20236
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 310.00%0.01%0.02%Q4 2019Q4 20226
OneDigital Investment Advisors LLC 660.00%0.00%0.00%Q2 2017Q3 20186
Baker Avenue Asset Management, LP 420.00%0.04%0.13%Q3 2019Q3 20236
PRENTISS SMITH & CO INC 660.00%0.00%0.00%Q4 2014Q1 20166
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 662.09%2.53%3.29%Q2 2022Q3 20236
Capital World Investors 660.01%0.03%0.04%Q2 2013Q3 20146
Chemistry Wealth Management LLC 660.19%0.25%0.34%Q2 2022Q3 20236
Leucadia National 330.00%0.02%0.05%Q1 2023Q3 20236
NumerixS Investment Technologies Inc 310.01%0.12%0.31%Q4 2016Q3 20186
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 660.28%0.40%0.48%Q2 2022Q3 20236
Prospera Financial Services Inc 310.01%0.01%0.01%Q3 2020Q1 20236
Czech National Bank 660.03%0.03%0.04%Q3 2022Q4 20236
EVERMAY WEALTH MANAGEMENT LLC 420.00%0.00%0.00%Q2 2021Q2 20236
IEQ CAPITAL, LLC 420.01%0.01%0.01%Q4 2021Q3 20236
Avestar Capital, LLC 660.00%0.00%0.01%Q1 2018Q2 20196
Junto Capital Management LP 421.07%2.22%4.35%Q2 2017Q4 20196
SMITH HAYES Advisers, Inc 660.04%0.05%0.06%Q4 2014Q1 20166
Atwater Malick LLC 410.07%0.12%0.17%Q3 2019Q4 20216
CONFLUENCE INVESTMENT MANAGEMENT LLC 660.12%0.16%0.20%Q2 2022Q3 20236
ZEKE LP /PA 661.42%2.00%2.61%Q2 2013Q3 20146
Lido Advisors, LLC 310.00%0.00%0.00%Q1 2021Q3 20236
Forum Financial Management, LP 420.01%0.01%0.01%Q1 2022Q3 20236
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 550.60%0.89%1.25%Q3 2022Q3 20235
BIGLARI CAPITAL CORP. 550.35%0.80%0.98%Q3 2022Q3 20235
TOMPKINS FINANCIAL CORP 210.00%0.00%0.00%Q4 2015Q3 20215
MACROVIEW INVESTMENT MANAGEMENT LLC 310.01%0.01%0.01%Q3 2013Q3 20235
HOWE & RUSLING INC 550.00%0.00%0.00%Q4 2015Q4 20165
BB&T INVESTMENT SERVICES, INC. 550.00%0.00%0.01%Q4 2016Q4 20175
BUCKINGHAM CAPITAL MANAGEMENT INC 410.15%0.94%1.56%Q2 2014Q3 20185
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 310.13%0.28%0.35%Q1 2014Q4 20185
Gupta Wealth Management LLC 550.00%0.00%0.01%Q1 2015Q1 20165
Park Avenue Institutional Advisers LLC 550.05%0.06%0.08%Q2 2015Q2 20165
SQ Advisors, LLC 5510.45%11.21%12.20%Q1 2018Q1 20195
Tradition Wealth Management, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Edge Capital Group, LLC 320.02%0.03%0.05%Q3 2020Q3 20235
Appaloosa LP 551.06%1.18%1.31%Q4 2020Q4 20215
MOTCO 410.00%0.00%0.00%Q2 2019Q4 20205
Procyon Advisors, LLC 320.00%0.03%0.11%Q4 2019Q3 20235
Jump Financial, LLC 410.01%0.14%0.38%Q2 2022Q3 20235
TD Waterhouse Canada Inc. 410.00%0.00%0.01%Q4 2021Q1 20235
Aquatic Capital Management LLC 410.02%0.07%0.13%Q4 2021Q3 20235
Tidal Investments LLC 410.01%0.02%0.03%Q4 2021Q3 20235
First Command Financial Services, Inc. 550.01%0.01%0.01%Q1 2019Q1 20205
Eagle Bay Advisors LLC 410.00%0.00%0.01%Q2 2021Q1 20235
Quantamental Technologies LLC 210.02%0.36%0.83%Q4 2018Q4 20225
TWINBEECH CAPITAL LP 210.10%0.18%0.25%Q3 2020Q3 20225
IndexIQ Advisors LLC 410.00%0.00%0.01%Q4 2019Q1 20225
Clear Harbor Asset Management, LLC 310.00%0.02%0.02%Q4 2019Q4 20215
M.D. Sass, Inc. 552.15%3.02%3.81%Q2 2019Q2 20205
First Command Bank 550.01%0.01%0.01%Q1 2019Q1 20205
Choate Investment Advisors 410.01%0.02%0.02%Q2 2020Q3 20235
Essex Financial Services, Inc. 550.01%0.02%0.04%Q1 2021Q1 20225
Numeric Investors LLC 550.01%0.17%0.42%Q2 2013Q2 20145
TAGStone Capital, Inc. 320.16%0.22%0.29%Q4 2021Q3 20235
NewSquare Capital LLC 550.00%0.00%0.00%Q3 2021Q3 20225
Kore Private Wealth LLC 320.02%0.02%0.02%Q4 2018Q2 20205
IMC-Chicago, LLC 110.00%0.01%0.02%Q3 2021Q1 20235
Dorsal Capital Management, LP 310.71%1.85%3.23%Q4 2016Q1 20235
Hawkins Capital L.P. 551.69%1.83%2.03%Q2 2016Q2 20175
AIGEN INVESTMENT MANAGEMENT, LP 310.00%0.13%0.43%Q1 2020Q2 20225
Compass Wealth Management LLC 550.07%0.22%0.29%Q4 2022Q4 20235
Larson Financial Group LLC 320.00%0.00%0.00%Q3 2021Q3 20235
Desjardins Global Asset Management Inc. 320.00%0.01%0.01%Q4 2021Q3 20235
OAKVIEW CAPITAL MANAGEMENT, L.P. 554.17%7.10%9.07%Q3 2022Q3 20235
MACRO Consulting Group 550.14%0.17%0.20%Q2 2020Q2 20215
TRADITION ASSET MANAGEMENT LLC 550.44%0.58%0.67%Q2 2019Q2 20205
Ledyard National Bank 550.00%0.00%0.00%Q4 2013Q4 20145
BerganKDV Wealth Management, LLC 550.00%0.00%0.00%Q3 2021Q3 20225
Kaizen Advisory, LLC 550.01%0.01%0.02%Q4 2017Q4 20185
Versor Investments LP 310.01%0.05%0.11%Q3 2021Q3 20235
Candlestick Capital Management LP 210.24%0.88%1.82%Q2 2020Q3 20235
BDO Wealth Advisors, LLC 410.00%0.00%0.00%Q3 2020Q1 20235
Wilmington Trust Investment Management, LLC 550.04%0.05%0.06%Q2 2013Q2 20145
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT 550.16%0.24%0.30%Q4 2016Q4 20175
WINTRUST INVESTMENTS LLC 550.04%0.05%0.06%Q1 2019Q1 20205
Ironwood Financial, llc 550.00%0.00%0.00%Q2 2020Q2 20215
Petrus Trust Company, LTA 410.04%2.03%2.93%Q1 2019Q3 20225
Buttonwood Financial Advisors Inc. 410.26%0.77%0.96%Q4 2021Q3 20235
REILLY FINANCIAL ADVISORS, LLC 550.00%0.00%0.01%Q1 2014Q1 20155
Standard Investments LLC 550.08%0.20%0.54%Q3 2014Q3 20155
CENTRAL BANK & TRUST CO 320.00%0.00%0.00%Q4 2020Q1 20235
Northwest Bancshares, Inc. 550.05%0.76%1.09%Q2 2021Q2 20225
Camarda Financial Advisors, LLC 320.04%0.17%0.36%Q4 2014Q4 20215
Bain Capital Public Equity Management, LLC 321.34%2.90%4.46%Q4 2014Q3 20185
SIGMA CAPITAL MANAGEMENT LLC 440.26%1.04%1.59%Q2 2013Q1 20145
First Trust Direct Indexing L.P. 320.03%0.04%0.06%Q4 2020Q1 20225
Partnervest Advisory Services LLC 550.00%0.00%0.00%Q2 2013Q2 20145
Reservoir Operations, L.P. 550.01%0.01%0.02%Q4 2013Q4 20145
FOUNDERS BANK & TRUST 550.01%0.06%0.09%Q4 2013Q4 20145
Wilmington Trust, National Association 550.01%0.01%0.01%Q2 2013Q2 20145
ADVISORY RESEARCH INC 410.00%0.02%0.02%Q1 2014Q1 20205
FULTON BANK, N.A. 550.01%0.01%0.01%Q1 2021Q1 20225
Apertura Capital, LLC 410.71%3.09%5.33%Q2 2016Q3 20175
Greystone Managed Investments Inc. 550.24%0.30%0.45%Q2 2015Q2 20165
GW&K Investment Management, LLC 320.00%0.00%0.00%Q1 2022Q3 20235
Inlet Private Wealth, LLC 550.63%1.05%1.40%Q3 2022Q3 20235
Ergoteles LLC 110.04%0.10%0.22%Q3 2020Q2 20235
JAMES INVESTMENT RESEARCH INC 550.00%0.00%0.00%Q4 2018Q4 20195
PineBridge Investments, L.P. 410.00%0.01%0.03%Q4 2020Q3 20225
C M BIDWELL & ASSOCIATES LTD 210.09%0.58%0.88%Q3 2014Q3 20215
Coe Capital Management, LLC 410.21%0.41%0.70%Q2 2013Q1 20155
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 440.00%0.00%0.00%Q2 2022Q1 20234
Dynamic Advisor Solutions LLC 310.03%0.04%0.05%Q2 2019Q2 20204
Independent Advisor Alliance 440.01%0.02%0.02%Q2 2021Q1 20224
Wakefield Asset Management LLLP 440.51%0.79%1.16%Q1 2019Q4 20194
Columbia Trust Co 01012016 440.12%0.13%0.14%Q1 2021Q4 20214
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
PATTON FUND MANAGEMENT, INC. 310.06%0.54%0.99%Q2 2021Q2 20234
Governors Lane LP 210.22%0.68%1.34%Q1 2021Q4 20224
HANSEATIC MANAGEMENT SERVICES INC 220.68%0.96%1.25%Q1 2015Q4 20194
HENNESSY ADVISORS INC 440.14%0.15%0.17%Q1 2015Q4 20154
Princeton Alpha Management LP 110.09%0.19%0.33%Q1 2014Q1 20174
SAC Capital Advisors LP 440.03%0.23%0.46%Q2 2013Q1 20144
HIGHLAND CAPITAL MANAGEMENT, LLC 210.05%0.10%0.13%Q4 2017Q3 20204
Eudaimonia Partners, LLC 310.01%0.01%0.01%Q4 2019Q1 20214
Deer Park Road Corp 220.49%0.93%1.53%Q1 2019Q1 20234
OTTER CREEK MANAGEMENT INC 310.29%0.59%0.90%Q3 2014Q3 20154
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 440.00%0.00%0.00%Q3 2022Q2 20234
KWMG, LLC 440.00%0.00%0.00%Q2 2018Q1 20194
JOYN Advisors, Inc. 440.00%0.00%0.00%Q1 2018Q4 20184
Westside Investment Management, Inc. 440.01%0.01%0.01%Q4 2016Q3 20174
WOODSTOCK CORP 440.02%0.03%0.03%Q1 2021Q4 20214
Meadow Creek Wealth Advisors LLC 310.27%0.40%0.65%Q4 2019Q3 20224
HF Advisory Group, LLC 440.53%0.58%0.68%Q4 2022Q3 20234
Curi Wealth Management, LLC 310.00%0.00%0.01%Q4 2020Q2 20224
CAXTON ASSOCIATES LP 210.02%0.08%0.25%Q4 2020Q3 20224
F&C Asset Management plc 440.01%0.01%0.03%Q2 2013Q1 20144
MILESTONE WEALTH, LLC 440.05%0.06%0.06%Q4 2021Q3 20224
BRIDGEWAY CAPITAL MANAGEMENT, LLC 440.06%0.10%0.13%Q4 2014Q3 20154
Washington Trust Advisors, Inc. 440.00%0.00%0.00%Q4 2021Q3 20224
US FINANCIAL ADVISORS, LLC 310.00%0.02%0.02%Q4 2014Q4 20154
Biltmore Wealth Management, LLC 440.24%0.25%0.27%Q2 2019Q1 20204
True North Advisors, LLC 440.12%0.24%0.30%Q4 2022Q3 20234
Park Place Capital Corp 440.00%0.01%0.01%Q4 2022Q3 20234
Norman Fields, Gottscho Capital Management, LLC 441.07%1.26%1.35%Q1 2019Q4 20194
Beacon Capital Management, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
North Star Investment Management Corp. 440.00%0.00%0.00%Q4 2022Q3 20234
FIRST HAWAIIAN BANK 440.00%0.00%0.01%Q3 2018Q2 20194
Lakewood Asset Management LLC 441.11%1.31%1.52%Q4 2022Q3 20234
TPI Fund Managers Ltd 441.71%2.27%2.64%Q2 2021Q1 20224
UBS OCONNOR LLC 310.15%0.56%0.81%Q3 2014Q4 20174
HOLLENCREST CAPITAL MANAGEMENT 440.01%0.01%0.01%Q4 2022Q3 20234
Bard Financial Services, Inc. 440.08%0.20%0.34%Q4 2022Q3 20234
Laffer Tengler Investments, Inc. 440.32%0.35%0.38%Q2 2015Q1 20164
CLIENT 1ST ADVISORY GROUP, LLC 440.11%0.13%0.14%Q1 2022Q4 20224
EPACRIA CAPITAL PARTNERS, LLC 440.70%0.76%0.82%Q4 2022Q3 20234
1832 Asset Management L.P. 210.00%0.00%0.00%Q1 2015Q3 20214
CR Intrinsic Investors, LLC 440.24%0.36%0.52%Q2 2013Q1 20144
Alpine Global Management, LLC 110.02%0.05%0.07%Q4 2014Q2 20204
USA FINANCIAL FORMULAS 210.00%0.38%1.01%Q2 2015Q4 20194
Meridian Wealth Management, LLC 440.15%0.17%0.19%Q1 2019Q4 20194
Connor, Clark & Lunn Investment Management Ltd. 310.00%0.08%0.18%Q1 2021Q3 20234
Global Wealth Strategies & Associates 440.01%0.01%0.01%Q1 2023Q4 20234
GREAT LAKES ADVISORS, LLC 440.01%0.10%0.15%Q4 2022Q3 20234
TMD & ASSOCIATES, INC 440.19%0.20%0.22%Q3 2018Q2 20194
Corient Private Wealth LLC 440.00%0.08%0.17%Q4 2022Q3 20234
Edgemoor Investment Advisors, Inc. 440.08%0.16%0.24%Q1 2022Q4 20224
HARBOR INVESTMENT ADVISORY, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
MAIRS & POWER INC 210.00%0.00%0.01%Q4 2013Q1 20154
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 210.00%1.01%2.04%Q3 2013Q3 20234
Act Two Investors LLC 440.87%1.02%1.17%Q1 2019Q4 20194
Townsend & Associates, Inc 440.09%0.12%0.16%Q4 2017Q3 20184
RS INVESTMENT MANAGEMENT CO LLC 310.03%0.04%0.08%Q2 2013Q2 20154
Avalon Global Asset Management LLC 210.62%1.00%1.30%Q2 2015Q3 20214
B. Metzler seel. Sohn & Co. Holding AG 440.01%0.01%0.01%Q4 2020Q3 20214
CAPITAL ADVISORS INC/OK 440.72%0.81%0.87%Q1 2018Q4 20184
Cerebellum GP, LLC 220.09%0.15%0.29%Q4 2017Q3 20204
TIGER CONSUMER MANAGEMENT, LP 443.64%4.15%5.25%Q1 2014Q4 20144
SPOT TRADING L.L.C. 220.04%0.10%0.15%Q2 2017Q3 20174
Clarus Wealth Advisors 440.01%0.02%0.02%Q2 2018Q1 20194
Haverford Trust Co 440.00%0.00%0.00%Q1 2021Q4 20214
Meristem Family Wealth, LLC 440.02%0.03%0.04%Q1 2021Q4 20214
Wilmington Funds Management Corp 440.02%0.03%0.04%Q3 2013Q2 20144
CHICAGO EQUITY PARTNERS LLC 310.01%0.01%0.01%Q2 2015Q4 20174
True Wealth Design, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Ellis Investment Partners, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
WORLDQUANT MILLENNIUM ADVISORS LLC 310.00%0.15%0.28%Q2 2019Q2 20234
Barbara Oil Co. 440.28%0.44%0.50%Q1 2021Q4 20214
Enlightenment Research, LLC 210.06%0.48%0.95%Q4 2018Q1 20224
WALL STREET ASSOCIATES 310.14%0.18%0.25%Q2 2013Q4 20164
SIGNET FINANCIAL MANAGEMENT, LLC 310.00%0.01%0.02%Q1 2018Q4 20214
Parametrica Management Ltd 210.23%0.93%1.97%Q2 2014Q2 20184
Lenox Wealth Advisors, LLC 210.00%0.00%0.01%Q3 2013Q1 20224
Tesco Pension Investment Ltd 441.71%2.30%2.64%Q2 2021Q1 20224
WADDELL & REED FINANCIAL INC 440.22%0.27%0.32%Q2 2013Q1 20144
WealthPLAN Partners, LLC 210.01%0.02%0.04%Q4 2015Q1 20174
Pinnacle Bancorp, Inc. 210.00%0.00%0.01%Q1 2017Q3 20194
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 440.00%0.00%0.00%Q2 2013Q1 20144
FIRST HORIZON CORP 440.00%0.00%0.00%Q3 2020Q2 20214
REGATTA CAPITAL GROUP, LLC 310.07%0.09%0.11%Q1 2022Q2 20234
COLUMBUS CIRCLE INVESTORS 440.16%0.46%0.97%Q2 2019Q1 20204
DIAMOND HILL CAPITAL MANAGEMENT INC 441.49%1.75%2.01%Q4 2022Q3 20234
BLOOM TREE PARTNERS, LLC 312.15%3.07%4.98%Q1 2019Q3 20224
EverPoint Asset Management, LLC 310.08%0.16%0.27%Q1 2015Q3 20164
Athanor Capital, LP 310.01%0.01%0.02%Q3 2019Q1 20214
SYNOVUS FINANCIAL CORP 210.00%0.00%0.00%Q4 2018Q4 20204
Hamilton Point Investment Advisors, LLC 440.06%0.06%0.06%Q1 2021Q4 20214
Colonial Trust Advisors 440.00%0.00%0.00%Q4 2022Q3 20234
Schechter Investment Advisors, LLC 310.02%0.03%0.03%Q1 2022Q2 20234
Alyeska Investment Group, L.P. 440.11%0.29%0.64%Q2 2016Q1 20174
Ellsworth Advisors, LLC 440.76%0.98%1.19%Q1 2022Q4 20224
Sargent Investment Group, LLC 310.06%0.08%0.09%Q2 2019Q1 20214
Moloney Securities Asset Management, LLC 440.04%0.04%0.04%Q1 2021Q4 20214
KING LUTHER CAPITAL MANAGEMENT CORP 310.00%0.02%0.02%Q2 2013Q3 20234
Sigma Planning Corp 220.01%0.01%0.02%Q3 2019Q4 20214
BERKSHIRE ASSET MANAGEMENT LLC/PA 440.02%0.02%0.02%Q1 2021Q4 20214
OPSEU Pension Plan Trust Fund 440.07%0.08%0.08%Q2 2021Q1 20224
Rheos Capital Works Inc. 440.65%0.86%1.10%Q3 2020Q2 20214
FDO Partners, LLC 310.29%0.56%1.32%Q3 2016Q4 20174
SYSTM Wealth Solutions LLC 440.20%0.22%0.25%Q4 2022Q3 20234
Spotlight Asset Group, Inc. 220.01%0.04%0.08%Q1 2021Q3 20234
MAPLELANE CAPITAL, LLC 110.00%0.51%0.82%Q4 2013Q3 20224
Paradigm Financial Advisors, LLC 440.05%0.05%0.06%Q1 2021Q4 20214
WealthTrust Fairport, LLC 210.00%0.24%0.47%Q4 2014Q1 20184
KESTRA PRIVATE WEALTH SERVICES, LLC 440.01%0.03%0.04%Q3 2021Q2 20224
Sheffield Asset Management, L.L.C. 444.07%7.28%9.84%Q4 2017Q3 20184
Alta Advisers Ltd 440.03%0.03%0.03%Q3 2022Q2 20234
Connacht Asset Management LP 210.37%1.07%2.41%Q1 2021Q1 20234
CAPITAL GUARDIAN TRUST CO 210.00%0.00%0.00%Q3 2016Q1 20194
MONEY CONCEPTS CAPITAL CORP 210.00%0.00%0.00%Q1 2022Q4 20223
DEEPWATER ASSET MANAGEMENT, LLC 334.98%5.16%5.40%Q4 2022Q2 20233
CENTAURUS FINANCIAL, INC. 110.02%0.02%0.03%Q3 2022Q3 20233
Royal Fund Management, LLC 330.00%0.00%0.00%Q3 2019Q1 20203
AJO, LP 110.00%0.02%0.06%Q3 2019Q3 20203
Independence Bank of Kentucky 210.00%0.01%0.01%Q1 2018Q2 20223
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Sepio Capital, LP 330.04%0.07%0.12%Q2 2020Q4 20203
Blume Capital Management, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
GLG INC. 330.02%0.03%0.03%Q2 2013Q4 20133
ARROW FINANCIAL CORP 330.00%0.00%0.00%Q3 2016Q1 20173
Ruffer LLP 330.01%0.02%0.02%Q4 2018Q2 20193
Kemnay Advisory Services Inc. 210.29%0.48%0.64%Q3 2018Q4 20193
Schwab Charitable Fund 330.62%0.82%1.08%Q4 2020Q2 20213
LOUNTZIS ASSET MANAGEMENT, LLC 330.21%0.23%0.26%Q1 2023Q3 20233
Worth Venture Partners, LLC 220.00%0.18%0.44%Q2 2018Q3 20183
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 210.00%0.00%0.00%Q3 2019Q4 20213
BUCKINGHAM STRATEGIC WEALTH, LLC 330.01%0.01%0.02%Q1 2021Q3 20213
Harel Insurance Investments & Financial Services Ltd. 110.00%0.01%0.03%Q4 2019Q2 20233
Virtus Fund Advisers, LLC 330.00%0.00%0.00%Q2 2014Q4 20143
Cetera Advisors LLC 210.00%0.00%0.01%Q4 2021Q3 20233
ETF MANAGERS GROUP, LLC 210.01%0.02%0.04%Q3 2018Q3 20223
PALLADIUM PARTNERS LLC 210.00%0.00%0.00%Q2 2013Q1 20143
Caerus Global Investors LLC 220.63%1.67%3.62%Q1 2014Q2 20143
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 330.89%1.05%1.18%Q1 2023Q3 20233
Meritage Group LP 210.01%0.02%0.03%Q4 2016Q3 20233
NICOLET ADVISORY SERVICES, LLC 330.02%0.03%0.03%Q1 2023Q3 20233
GREENUP STREET WEALTH MANAGEMENT LLC 210.50%0.52%0.55%Q1 2022Q2 20233
Yost Capital Management, LP 337.33%8.15%8.68%Q1 2023Q3 20233
DEERE & CO 330.02%0.02%0.02%Q1 2016Q3 20163
Bridgefront Capital, LLC 210.27%0.45%0.64%Q4 2022Q3 20233
BADGLEY PHELPS & BELL INC 330.02%0.15%0.39%Q4 2019Q2 20203
SANDLER CAPITAL MANAGEMENT 110.24%1.00%1.55%Q4 2013Q1 20173
HUSSMAN STRATEGIC ADVISORS, INC. 210.08%0.23%0.51%Q1 2020Q2 20223
Lenox Wealth Management, Inc. 210.01%0.01%0.01%Q4 2013Q4 20193
Aurora Investment Counsel 330.37%0.89%1.18%Q2 2013Q4 20133
Brookfield Asset Management 210.00%0.00%0.01%Q2 2022Q2 20233
GPS Wealth Strategies Group, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Financial Advantage, Inc. 331.77%2.02%2.24%Q1 2022Q3 20223
TRUST DEPARTMENT MB FINANCIAL BANK N A 330.01%0.01%0.01%Q2 2013Q4 20133
Lion Point Capital, LP 330.44%0.59%0.70%Q2 2017Q4 20173
Scott & Selber, Inc. 331.94%2.14%2.27%Q2 2013Q4 20133
Canton Hathaway, LLC 210.01%0.01%0.01%Q3 2021Q2 20223
Aureus Asset Management, LLC 331.24%1.45%1.66%Q1 2023Q3 20233
Caprock Group, LLC 330.02%0.02%0.02%Q4 2021Q2 20223
Venturi Wealth Management, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Evolution Wealth Advisors, LLC 330.00%0.00%0.00%Q2 2019Q4 20193
Nixon Capital, LLC 333.86%4.13%4.46%Q1 2023Q3 20233
Financial Gravity Companies, Inc. 210.00%0.01%0.02%Q4 2017Q4 20183
Intercontinental Wealth Advisors, LLC 210.00%0.07%0.12%Q4 2018Q2 20233
Gryphon Financial Partners LLC 330.02%0.02%0.02%Q4 2017Q2 20183
Engrave Wealth Partners LLC 330.01%0.01%0.02%Q4 2019Q2 20203
SpiderRock Advisors, LLC 330.00%0.01%0.04%Q1 2017Q3 20173
Carmel Capital Partners, LLC 330.30%0.37%0.41%Q1 2023Q3 20233
Valentine Capital Asset Management, Inc. 331.93%2.29%2.59%Q2 2013Q4 20133
SG Capital Management LLC 110.58%1.58%2.98%Q2 2017Q4 20213
ARMISTICE CAPITAL, LLC 110.01%0.34%0.60%Q2 2019Q1 20233
OSTRUM ASSET MANAGEMENT 330.01%0.01%0.02%Q1 2023Q3 20233
Sunbelt Securities, Inc. 210.01%0.04%0.06%Q3 2019Q3 20233
SIMON QUICK ADVISORS, LLC 210.00%0.06%0.09%Q3 2017Q4 20193
Transamerica Financial Advisors, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Tuscan Ridge Asset Management LLC 110.07%0.08%0.10%Q4 2018Q4 20183
COWEN INC. 110.00%0.10%0.20%Q2 2016Q1 20193
NEXT CENTURY GROWTH INVESTORS LLC 330.00%0.00%0.00%Q2 2013Q4 20133
Bellevue Group AG 330.00%0.00%0.00%Q1 2021Q3 20213
Trilogy Capital Inc. 330.00%0.00%0.00%Q1 2018Q3 20183
IFG Advisory, LLC 330.02%0.03%0.04%Q2 2019Q4 20193
Assured Investment Management LLC 110.01%0.08%0.23%Q1 2017Q4 20183
Tradeworx Inc. 210.15%0.46%0.94%Q2 2013Q1 20143
Southpoint Capital Advisors LP 110.43%0.89%1.35%Q2 2013Q1 20213
ASSOCIATED BANC-CORP 330.00%0.00%0.00%Q2 2020Q4 20203
Community Bank, N.A. 330.00%0.00%0.00%Q2 2022Q4 20223
Standard Family Office LLC 330.00%0.00%0.00%Q4 2020Q2 20213
Ninety One UK Ltd 330.07%0.08%0.09%Q1 2023Q3 20233
FIDUCIARY TRUST CO 330.00%0.00%0.00%Q2 2021Q4 20213
TFC Financial Management, Inc. 330.01%0.01%0.01%Q3 2020Q1 20213
Arkadios Wealth Advisors 330.00%0.00%0.00%Q4 2020Q2 20213
SEI TRUST CO 330.01%0.02%0.03%Q2 2013Q4 20133
ARDSLEY ADVISORY PARTNERS LP 110.04%0.07%0.10%Q1 2016Q3 20183
Cape Investment Advisory, Inc. 330.45%0.49%0.54%Q1 2023Q3 20233
BEACONLIGHT CAPITAL, LLC 330.41%1.96%3.00%Q1 2021Q3 20213
Intersect Capital LLC 330.08%0.09%0.10%Q2 2019Q4 20193
Hotaling Investment Management, LLC 330.44%0.60%0.71%Q2 2020Q4 20203
Birch Hill Investment Advisors LLC 330.05%0.06%0.07%Q1 2023Q3 20233
CARLSON CAPITAL L P 110.04%0.10%0.22%Q2 2019Q2 20213
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. 330.00%0.01%0.01%Q2 2017Q4 20173
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 330.17%0.20%0.24%Q1 2023Q3 20233
Elmwood Wealth Management, Inc. 210.08%0.09%0.11%Q1 2021Q4 20213
WESTWOOD HOLDINGS GROUP INC 330.04%0.04%0.05%Q2 2020Q4 20203
Empower Advisory Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Vantis Investment Advisers L.P. 215.73%6.54%8.08%Q3 2018Q4 20203
B. Riley Wealth Advisors, Inc. 110.00%0.01%0.01%Q2 2014Q2 20233
OCCUDO QUANTITATIVE STRATEGIES LP 210.09%0.19%0.38%Q3 2022Q3 20233
Hexagon Capital Partners LLC 210.00%0.00%0.00%Q2 2022Q3 20233
MAVERICK CAPITAL LTD 210.02%0.17%0.48%Q1 2014Q4 20203
Northeast Financial Consultants Inc 330.55%0.61%0.63%Q2 2019Q4 20193
Sculptor Capital LP 210.02%0.15%0.26%Q2 2014Q1 20163
Riverview Trust Co 330.01%0.01%0.01%Q1 2022Q3 20223
Deane Retirement Strategies, Inc. 331.15%1.32%1.54%Q4 2015Q2 20163
Portman Square Capital LLP 110.02%0.06%0.13%Q3 2023Q3 20233
SAMLYN CAPITAL, LLC 110.15%0.18%0.21%Q2 2016Q3 20193
Graham Capital Management, L.P. 330.03%0.05%0.07%Q1 2023Q3 20233
HL FINANCIAL SERVICES LLC 330.01%0.40%1.20%Q3 2018Q1 20193
PGIM Custom Harvest LLC 330.06%0.07%0.09%Q1 2021Q3 20213
CNB Bank 330.00%0.00%0.01%Q4 2018Q2 20193
Natixis Investment Managers International 210.02%0.03%0.04%Q2 2015Q3 20183
Haafor (Singapore) Pte. Ltd. 110.39%0.86%1.53%Q4 2019Q4 20203
Essex Savings Bank 330.00%0.00%0.01%Q4 2018Q2 20193
Capital Bank & Trust Co 330.00%0.00%0.00%Q3 2018Q1 20193
Artisan Partners Limited Partnership 210.01%0.05%0.08%Q3 2015Q1 20183
Seelaus Asset Management LLC 330.41%0.46%0.55%Q2 2021Q4 20213
Balter Liquid Alternatives, LLC 210.09%0.45%1.16%Q2 2017Q1 20183
FRONTIER CAPITAL MANAGEMENT CO LLC 330.18%0.28%0.35%Q2 2013Q4 20133
Avalon Trust Co 330.01%0.01%0.01%Q1 2023Q3 20233
Bellwether Advisors, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
ICC CAPITAL MANAGEMENT INC/ 210.01%0.01%0.01%Q3 2013Q4 20143
DIALECTIC CAPITAL MANAGEMENT, LP 110.42%1.26%1.98%Q4 2015Q2 20163
Crescent Grove Advisors, LLC 330.03%0.03%0.03%Q2 2021Q4 20213
PROSPECTOR PARTNERS LLC 330.23%0.68%0.98%Q2 2016Q4 20163
Financial Advocates Investment Management 330.02%0.02%0.02%Q1 2023Q3 20233
McIlrath & Eck, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Timber Hill LLC 110.00%0.00%0.01%Q4 2013Q1 20173
Capital Analysts, LLC 330.12%0.13%0.15%Q3 2017Q1 20183
ATTICUS WEALTH MANAGEMENT, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
Almanack Investment Partners, LLC. 210.00%0.04%0.07%Q2 2020Q3 20223
Three Peaks Capital Management, LLC 330.45%0.62%0.72%Q4 2020Q2 20213
People's United Financial, Inc. 330.00%0.00%0.00%Q2 2016Q4 20163
DENVER INVESTMENT ADVISORS LLC 330.17%0.19%0.20%Q2 2013Q4 20133
Rail-Splitter Capital Management, LLC 331.94%2.29%2.79%Q2 2013Q4 20133
Pine River Capital Management L.P. 110.01%0.02%0.04%Q4 2014Q4 20153
Prentice Wealth Management LLC 330.02%0.02%0.02%Q1 2021Q3 20213
DARK FOREST CAPITAL MANAGEMENT LP 210.00%0.03%0.04%Q3 2021Q3 20233
McAdam, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Accurate Wealth Management, LLC 330.68%0.71%0.73%Q2 2021Q4 20213
CINQUE PARTNERS LLC 331.04%1.09%1.13%Q1 2015Q3 20153
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q4 2017Q3 20223
Ancora Advisors LLC 210.00%0.04%0.12%Q1 2017Q3 20233
C2C Wealth Management, LLC 330.10%0.11%0.11%Q1 2023Q3 20233
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q2 2018Q3 20192
Focused Wealth Management, Inc 220.00%0.00%0.00%Q4 2022Q1 20232
COLDSTREAM CAPITAL MANAGEMENT INC 220.01%0.01%0.01%Q1 2022Q2 20222
CATAPULT CAPITAL MANAGEMENT LLC 110.12%0.19%0.25%Q2 2014Q4 20142
FIRST CITIZENS BANK & TRUST CO 220.04%0.04%0.04%Q2 2013Q3 20132
Corton Capital Inc. 110.17%0.19%0.21%Q1 2022Q3 20232
Waldron Private Wealth LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 110.04%0.05%0.05%Q3 2013Q3 20142
Cynosure Group, LLC 220.29%0.32%0.34%Q2 2023Q3 20232
CONTINENTAL ADVISORS LLC 110.12%0.19%0.26%Q1 2017Q1 20172
Sentry Investments Corp. 220.09%0.10%0.12%Q4 2015Q1 20162
UniSuper Management Pty Ltd 220.00%0.00%0.00%Q2 2023Q3 20232
FCF Advisors LLC 220.85%0.86%0.88%Q3 2020Q4 20202
Pensionfund DSM Netherlands 220.04%0.04%0.04%Q3 2021Q4 20212
OAKBROOK INVESTMENTS LLC 110.01%0.01%0.01%Q2 2014Q4 20142
Gerstein Fisher 220.05%0.05%0.05%Q2 2013Q3 20132
Pinz Capital Management, LP 110.18%0.51%0.84%Q4 2019Q4 20202
Precision Wealth Strategies, LLC 110.16%0.21%0.27%Q3 2021Q3 20232
Ten Capital Wealth Advisors, LLC 110.00%0.01%0.02%Q1 2021Q4 20212
GOFEN & GLOSSBERG LLC /IL/ 220.01%0.01%0.01%Q2 2022Q3 20222
STRATEGY ASSET MANAGERS LLC 220.16%0.18%0.19%Q3 2020Q4 20202
Jane Street Holding, LLC 220.01%0.02%0.02%Q2 2013Q3 20132
Tourbillon Capital Partners, L.P. 110.42%0.77%1.11%Q3 2014Q1 20182
ADI CAPITAL MANAGEMENT LLC 222.62%3.43%4.23%Q4 2015Q1 20162
Andromeda Capital LLC 110.00%0.02%0.03%Q3 2014Q3 20142
Good Life Advisors, LLC 220.08%0.08%0.08%Q3 2019Q4 20192
SHAPIRO ROBERT N 220.00%0.00%0.00%Q3 2014Q4 20142
HERNDON CAPITAL MANAGEMENT LLC 220.00%0.00%0.00%Q2 2016Q3 20162
PRW Wealth Management LLC 220.00%0.00%0.01%Q4 2018Q1 20192
Cypress Wealth Services, LLC 220.07%0.08%0.08%Q1 2022Q2 20222
Thrax Management, LLC 110.00%0.03%0.06%Q3 2016Q3 20162
BANK OF HAWAII 220.04%0.04%0.04%Q1 2015Q2 20152
Emerald Acquisition Ltd. 220.04%0.05%0.06%Q2 2016Q3 20162
DoubleLine ETF Adviser LP 220.09%0.10%0.11%Q2 2023Q3 20232
MPS Loria Financial Planners, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Nachman Norwood & Parrott, Inc 110.00%0.04%0.07%Q4 2019Q3 20202
Savant Capital, LLC 220.00%0.00%0.01%Q2 2023Q3 20232
INCEPTIONR LLC 110.14%0.21%0.28%Q4 2022Q2 20232
Soros Fund Management 220.01%0.01%0.01%Q2 2016Q3 20162
Capitolis Advisors LLC 220.02%0.02%0.02%Q4 2020Q1 20212
FIRST NEW YORK SECURITIES LLC /NY 220.00%0.00%0.00%Q1 2014Q2 20142
PSI Advisors, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
CHILTON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2021Q2 20222
Nokota Management, LP 220.14%0.20%0.26%Q4 2017Q1 20182
Laurel Wealth Advisors, Inc. 220.03%0.04%0.05%Q4 2021Q1 20222
SteelPeak Wealth, LLC 110.02%0.02%0.02%Q3 2021Q2 20222
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2021Q3 20222
Spouting Rock Asset Management, LLC 220.24%0.30%0.36%Q2 2020Q3 20202
ADVISOR PARTNERS II, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
CLOUGH CAPITAL PARTNERS L P 110.61%0.67%0.74%Q4 2014Q1 20162
Taconic Capital Advisors LP 220.25%0.25%0.25%Q2 2020Q3 20202
Trust Asset Management LLC 220.02%0.03%0.03%Q3 2021Q4 20212
Oak Thistle LLC 110.11%0.26%0.40%Q1 2022Q2 20232
FRANKLIN STREET ADVISORS INC /NC 220.02%0.02%0.02%Q2 2023Q3 20232
Graticule Asia Macro Advisors LLC 110.24%0.85%1.46%Q1 2021Q4 20222
Advisory Alpha, LLC 110.00%0.00%0.00%Q1 2019Q3 20192
Resolute Advisors LLC 220.00%0.00%0.00%Q2 2021Q3 20212
MASSACHUSETTS MUTUAL LIFE INSURANCE CO 220.60%1.04%1.48%Q2 2013Q3 20132
Yellowstone Partners, LLC 220.17%0.19%0.22%Q3 2017Q4 20172
Ruggie Capital Group 110.00%0.01%0.02%Q4 2018Q2 20192
Birch Run Capital Advisors, LP 222.15%2.55%2.94%Q2 2021Q3 20212
MONETA GROUP INVESTMENT ADVISORS LLC 110.00%0.12%0.24%Q4 2017Q2 20182
SCOTIA CAPITAL INC. 220.00%0.00%0.01%Q2 2020Q3 20202
TFO Wealth Partners, LLC 110.00%0.00%0.00%Q3 2022Q3 20232
SII INVESTMENTS INC/WI 220.02%0.02%0.02%Q2 2016Q3 20162
PointState Capital LP 110.03%0.03%0.03%Q4 2013Q3 20162
Advisors Preferred, LLC 220.03%0.16%0.28%Q3 2019Q4 20192
CM WEALTH ADVISORS LLC 220.16%0.38%0.61%Q1 2023Q2 20232
USCA RIA LLC 220.05%0.06%0.06%Q3 2015Q4 20152
STIFEL NICOLAUS & CO INC \MO\ 220.01%0.01%0.01%Q2 2013Q3 20132
Peoples Bank/KS 220.09%0.10%0.11%Q3 2023Q4 20232
CANTOR FITZGERALD, L. P. 220.26%0.26%0.26%Q2 2023Q3 20232
SYMPHONY ASSET MANAGEMENT LLC 110.03%0.06%0.09%Q1 2015Q3 20182
HST Ventures, LLC 110.72%0.86%1.01%Q1 2023Q3 20232
1834 INVESTMENT ADVISORS CO 220.03%0.04%0.04%Q2 2023Q3 20232
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
CenterStar Fund, LLC 110.01%0.02%0.03%Q4 2016Q4 20162
San Luis Wealth Advisors LLC 110.31%0.35%0.39%Q3 2021Q1 20222
Siemens Fonds Invest GmbH 220.01%0.01%0.01%Q3 2021Q4 20212
CSS LLC/IL 220.02%0.02%0.03%Q2 2023Q3 20232
Meiji Yasuda Life Insurance Co 220.04%0.04%0.05%Q3 2016Q4 20162
Price Wealth, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
MUFG Securities EMEA plc 220.00%0.00%0.01%Q2 2018Q3 20182
Gagnon Advisors, LLC 222.90%2.94%2.98%Q4 2013Q1 20142
FAIRFIELD, BUSH & CO. 110.02%0.04%0.06%Q2 2022Q2 20232
Allred Capital Management, LLC 110.04%0.05%0.07%Q4 2019Q1 20212
ARGONAUT CAPITAL MANAGEMENT CORP 111.11%1.11%1.11%Q1 2015Q1 20152
Sendero Wealth Management, LLC 220.15%0.22%0.28%Q1 2022Q2 20222
Lombard Odier Asset Management (Switzerland) SA 220.02%0.05%0.09%Q3 2014Q4 20142
Cordant, Inc. 110.00%0.00%0.00%Q3 2021Q1 20222
Colonial Trust Co / SC 110.00%0.00%0.00%Q4 2022Q3 20232
Airain ltd 110.03%0.09%0.14%Q3 2013Q2 20152
GTS SECURITIES LLC 110.02%0.02%0.02%Q3 2023Q3 20232
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 110.38%0.60%0.81%Q1 2016Q4 20222
Sabal Trust CO 220.06%0.07%0.08%Q2 2023Q3 20232
Schonfeld Group Holdings LLC 110.11%0.32%0.53%Q3 2013Q3 20152
Blue Rock Advisors, LLC 110.62%1.07%1.51%Q3 2020Q1 20212
Alpha DNA Investment Management LLC 220.00%0.01%0.01%Q4 2020Q1 20212
TSFG, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
AIA Investment Management Private Ltd 220.00%0.00%0.01%Q4 2019Q1 20202
Insight Advisors, LLC/ PA 220.08%0.11%0.13%Q4 2020Q1 20212
Marathon Trading Investment Management LLC 110.03%0.07%0.12%Q2 2020Q4 20222
ShearLink Capital, LLC 111.17%3.08%5.00%Q4 2014Q1 20172
Investidor Profissional Gestao de Recursos Ltda. 221.20%1.24%1.27%Q2 2022Q3 20222
Personal Wealth Partners 220.00%0.00%0.00%Q3 2019Q4 20192
Bronson Point Management LLC 110.26%0.83%1.41%Q2 2017Q3 20182
Capstone Investment Advisors (Netherlands), B.V. 220.40%0.48%0.56%Q4 2016Q1 20172
Leonard Rickey Investment Advisors P.L.L.C. 220.07%0.08%0.08%Q2 2023Q3 20232
NORTHERN TRUST CO OF CONNECTICUT 220.12%0.12%0.12%Q2 2013Q3 20132
NIGHTVIEW CAPITAL, LLC 220.46%0.51%0.56%Q1 2020Q2 20202
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
Bluefin Trading, LLC 110.00%0.00%0.01%Q4 2015Q4 20152
GALAXY CAPITAL TRADING LTD 220.44%0.58%0.71%Q3 2013Q4 20132
StellarOne CORP 220.01%0.01%0.01%Q2 2013Q3 20132
ERTS Wealth Advisors, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Waratah Capital Advisors Ltd. 110.01%0.03%0.05%Q3 2020Q4 20222
VAN ECK ASSOCIATES CORP 110.00%0.00%0.00%Q4 2022Q3 20232
Segantii Capital Management Ltd 220.38%0.56%0.74%Q2 2017Q3 20172
Ratan Capital Management LP 113.10%3.34%3.58%Q4 2015Q4 20152
Checchi Capital Advisers, LLC 220.01%0.01%0.01%Q1 2016Q2 20162
Goodman Advisory Group, LLC 220.35%0.56%0.76%Q2 2023Q3 20232
Ford Financial Group, LLC 110.00%0.00%0.01%Q4 2017Q2 20212
ALLEN OPERATIONS LLC 221.31%1.48%1.65%Q2 2019Q3 20192
Ground Swell Capital, LLC 220.02%0.03%0.03%Q2 2014Q3 20142
Empowered Funds, LLC 110.02%0.09%0.16%Q1 2020Q3 20232
Perennial Investment Partners LTD 220.63%0.64%0.66%Q2 2013Q3 20132
Origin Asset Management LLP 220.38%0.40%0.43%Q3 2015Q4 20152
III Capital Management 220.06%0.08%0.10%Q1 2021Q2 20212
ST GERMAIN D J CO INC 110.00%0.01%0.02%Q4 2022Q2 20232
Steward Financial Group LLC 110.00%0.00%0.00%Q2 2022Q3 20232
Lee Financial Co 220.00%0.00%0.00%Q1 2018Q2 20182
First Pacific Financial 220.01%0.01%0.01%Q2 2023Q3 20232
KSA CAPITAL MANAGEMENT, LLC 220.22%0.46%0.69%Q3 2015Q4 20152
Boussard & Gavaudan Asset Management LP 220.14%0.14%0.14%Q4 2013Q1 20142
WealthShield Partners, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Qsemble Capital Management, LP 110.08%0.32%0.55%Q4 2022Q3 20232
Folger Hill Asset Management LP 220.46%0.55%0.65%Q3 2017Q4 20172
K2 PRINCIPAL FUND, L.P. 110.28%0.30%0.31%Q4 2014Q4 20172
SCHRODERS IS Ltd 220.08%0.09%0.10%Q1 2022Q2 20222
Evercore Wealth Management, LLC 110.00%0.00%0.00%Q4 2015Q4 20162
Rotella Capital Management, Inc. 111.41%1.62%1.84%Q4 2014Q2 20152
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2019Q1 20212
MIRABELLA FINANCIAL SERVICES LLP 110.12%0.13%0.14%Q1 2021Q2 20232
McCarthy Grittinger Financial Group, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20232
CASTLEARK MANAGEMENT LLC 220.10%0.44%0.78%Q3 2019Q4 20192
TLP GROUP LLC 110.01%0.12%0.24%Q2 2017Q4 20172
Foxhaven Asset Management, LP 222.66%2.72%2.78%Q2 2019Q3 20192
Third Point 220.93%0.96%0.98%Q4 2020Q1 20212
EPG Wealth Management LLC 220.01%0.01%0.02%Q4 2019Q1 20202
Redwood Investment Management, LLC 220.11%0.18%0.24%Q2 2019Q3 20192
Dixon Hughes Goodman Wealth Advisors LLC 220.00%0.01%0.01%Q4 2021Q1 20222
Vantage Investment Advisors, LLC 110.00%0.00%0.00%Q1 2015Q1 20162
Karp Capital Management Corp 220.03%0.09%0.16%Q1 2017Q2 20172
SkyView Investment Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
1776 Wealth LLC 220.00%0.01%0.01%Q4 2019Q1 20202
AGF INVESTMENTS INC. 220.00%0.00%0.00%Q4 2020Q1 20212
SPX Gestao de Recursos Ltda 110.17%0.18%0.19%Q3 2022Q3 20232
Resource Management, LLC 220.03%0.03%0.04%Q4 2020Q1 20212
READYSTATE ASSET MANAGEMENT LP 110.02%0.02%0.02%Q3 2023Q3 20232
COMPASS FINANCIAL ADVISORS LLC 220.65%0.74%0.83%Q4 2021Q1 20222
FRIESS ASSOCIATES LLC 220.50%0.72%0.95%Q2 2018Q3 20182
Axiom Investment Management LLC 220.21%0.25%0.30%Q1 2019Q2 20192
Legacy Advisors, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Westchester Capital Management, Inc. 220.06%0.07%0.07%Q4 2014Q1 20152
Avion Wealth 220.01%0.01%0.01%Q2 2023Q3 20232
First Capital Advisors Group, LLC. 110.00%0.00%0.00%Q1 2018Q2 20232
Barrett Asset Management, LLC 220.00%0.00%0.00%Q2 2013Q3 20132
Stonebridge Capital Advisors LLC 220.00%0.00%0.00%Q2 2019Q3 20192
MAPLE SECURITIES USA INC 110.04%0.09%0.13%Q4 2013Q2 20152
PREMIER ASSET MANAGEMENT LLC 220.23%0.24%0.25%Q3 2022Q4 20222
Anchor Investment Management, LLC 220.00%0.00%0.00%Q2 2016Q3 20162
Indices-Pac Research Corp. 220.30%0.63%0.97%Q2 2013Q3 20132
V-Square Quantitative Management LLC 220.06%0.08%0.11%Q2 2023Q3 20232
Citizens Business Bank 220.13%0.14%0.15%Q1 2022Q2 20222
Geneva Advisors, LLC 220.00%0.00%0.01%Q2 2016Q3 20162
MIK CAPITAL LLC 116.42%8.95%11.47%Q3 2016Q3 20172
WEXFORD CAPITAL LP 221.14%1.18%1.20%Q3 2020Q4 20202
CAMBRIDGE TRUST CO 220.00%0.00%0.00%Q4 2021Q1 20222
FIRST NIAGARA BANK 220.06%0.07%0.07%Q2 2013Q3 20132
Perkins Investment Management, LLC 220.02%0.02%0.02%Q4 2016Q1 20172
FNY Managed Accounts LLC 220.00%0.00%0.00%Q1 2016Q2 20162
&PARTNERS 110.09%0.12%0.14%Q2 2022Q2 20232
Charter Bridge Capital Management, L.P. 222.31%2.54%2.77%Q4 2013Q1 20142
One Charles Private Wealth Services, LLC 220.17%0.19%0.21%Q2 2020Q3 20202
Nicholas Investment Partners, LP 220.33%0.33%0.33%Q1 2015Q2 20152
Apollo Management Holdings, L.P. 110.11%1.04%1.98%Q3 2018Q2 20222
Ridgewood Investments LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Patten Group, Inc. 220.00%0.00%0.00%Q1 2016Q2 20162
ALETHEA CAPITAL MANAGEMENT, LLC 110.16%0.28%0.40%Q3 2019Q1 20202
CAPITAL GROWTH MANAGEMENT LP 110.20%1.27%2.35%Q1 2015Q2 20192
WELD CAPITAL MANAGEMENT LLC 220.33%0.36%0.38%Q1 2021Q2 20212
FNY Investment Advisers, LLC 220.00%0.01%0.02%Q1 2019Q2 20192
Locust Wood Capital Advisers 220.57%0.81%1.05%Q4 2019Q1 20202
Alera Investment Advisors, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
MANA Advisors LLC 110.40%0.42%0.45%Q4 2017Q2 20192
Banco BTG Pactual S.A. 110.01%0.07%0.13%Q4 2022Q4 20222
Consolidated Planning Corp 110.00%0.00%0.00%Q3 2021Q3 20211
XTX MARKETS LLC 111.25%1.25%1.25%Q3 2020Q3 20201
Headlands Technologies LLC 110.15%0.15%0.15%Q3 2023Q3 20231
tru Independence LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Princeton Global Asset Management LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
TMD Wealth Management, LLC 110.20%0.20%0.20%Q4 2020Q4 20201
WD RUTHERFORD LLC 110.02%0.02%0.02%Q1 2022Q1 20221
ANCHOR CAPITAL ADVISORS LLC 110.02%0.02%0.02%Q1 2018Q1 20181
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Annis Gardner Whiting Capital Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
MBM Wealth Consultants, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Ibex Investors LLC 110.30%0.30%0.30%Q4 2022Q4 20221
MANE GLOBAL CAPITAL MANAGEMENT LP 110.87%0.87%0.87%Q3 2023Q3 20231
Radnor Capital Management, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Telemetry Investments, L.L.C. 110.22%0.22%0.22%Q2 2015Q2 20151
Compass Ion Advisors, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
Trellus Management Company, LLC 110.71%0.71%0.71%Q3 2020Q3 20201
LORD, ABBETT & CO. LLC 110.01%0.01%0.01%Q3 2013Q3 20131
Detwiler Fenton Investment Management LLC 110.21%0.21%0.21%Q3 2013Q3 20131
North Forty Management, LLC 110.05%0.05%0.05%Q4 2016Q4 20161
King Wealth Management Group 110.08%0.08%0.08%Q2 2021Q2 20211
Interchange Capital Partners, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
ALYDAR PARTNERS LLC 110.22%0.22%0.22%Q2 2014Q2 20141
PLATINUM INVESTMENT MANAGEMENT LTD 110.00%0.00%0.00%Q4 2022Q4 20221
Red Door Wealth Management, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
PACES FERRY WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Whitnell & Co. 110.01%0.01%0.01%Q2 2013Q2 20131
Baader Bank Aktiengesellschaft 110.16%0.16%0.16%Q4 2021Q4 20211
Hartford Financial Management Inc. 110.01%0.01%0.01%Q1 2014Q1 20141
SHERBROOKE PARK ADVISERS LLC 110.23%0.23%0.23%Q4 2022Q4 20221
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
PFM Health Sciences, LP 110.60%0.60%0.60%Q4 2016Q4 20161
COBALT CAPITAL MANAGEMENT, INC. 110.23%0.23%0.23%Q3 2015Q3 20151
Allegheny Financial Group LTD 110.09%0.09%0.09%Q3 2023Q3 20231
Manikay Partners, LLC 110.66%0.66%0.66%Q3 2015Q3 20151
Phoenix Investment Adviser LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Vantage Consulting Group Inc 110.01%0.01%0.01%Q4 2020Q4 20201
Bedel Financial Consulting, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Wealth Advisory Solutions, LLC 110.14%0.14%0.14%Q4 2019Q4 20191
CXI Advisors 110.03%0.03%0.03%Q4 2019Q4 20191
Credit Capital Investments LLC 110.43%0.43%0.43%Q1 2022Q1 20221
Delphia (USA) Inc. 110.22%0.22%0.22%Q1 2022Q1 20221
EDMOND DE ROTHSCHILD HOLDING S.A. 110.00%0.00%0.00%Q1 2020Q1 20201
Castle Hook Partners LP 112.97%2.97%2.97%Q2 2020Q2 20201
Bramshill Investments, LLC 110.11%0.11%0.11%Q3 2018Q3 20181
Polianta Ltd 110.50%0.50%0.50%Q2 2023Q2 20231
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Manatuck Hill Partners, LLC 111.73%1.73%1.73%Q2 2013Q2 20131
NewEdge Wealth, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Donoghue Forlines LLC 110.31%0.31%0.31%Q2 2019Q2 20191
Pacifica Partners Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
BALDWIN BROTHERS LLC/MA 110.00%0.00%0.00%Q4 2022Q4 20221
Column Capital Advisors, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Hall Kathryn A. 110.38%0.38%0.38%Q2 2014Q2 20141
Garrett Wealth Advisory Group, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.26%0.26%0.26%Q1 2017Q1 20171
MCDONALD PARTNERS LLC 110.01%0.01%0.01%Q4 2021Q4 20211
ETRADE Capital Management LLC 110.00%0.00%0.00%Q3 2013Q3 20131
LMR Master Fund Ltd 110.23%0.23%0.23%Q2 2013Q2 20131
DARUMA CAPITAL MANAGEMENT LLC 110.13%0.13%0.13%Q2 2013Q2 20131
Red Tortoise LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Crosspoint Capital Strategies, LLC 110.01%0.01%0.01%Q3 2015Q3 20151
ALGERT GLOBAL LLC 110.57%0.57%0.57%Q1 2014Q1 20141
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
Pinnacle Holdings, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
ZRC WEALTH MANAGEMENT, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
HAZLETT, BURT & WATSON, INC. 110.00%0.00%0.00%Q2 2023Q2 20231
KNIGHT CAPITAL GROUP LLC 110.02%0.02%0.02%Q2 2013Q2 20131
Cupps Capital Management, LLC 110.16%0.16%0.16%Q1 2016Q1 20161
SPRING CREEK CAPITAL LLC 110.06%0.06%0.06%Q2 2018Q2 20181
FolioMetrix LLC 110.08%0.08%0.08%Q2 2015Q2 20151
HERITAGE WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
TWIN CAPITAL MANAGEMENT INC 110.08%0.08%0.08%Q4 2020Q4 20201
HOHIMER WEALTH MANAGEMENT, LLC 110.17%0.17%0.17%Q4 2019Q4 20191
FENIMORE ASSET MANAGEMENT TRUST 112.52%2.52%2.52%Q3 2013Q3 20131
Irish Life Investment Managers Ltd. 110.06%0.06%0.06%Q2 2013Q2 20131
Altus Wealth Group LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Monument Capital Management 110.00%0.00%0.00%Q3 2018Q3 20181
Par Capital Management 110.02%0.02%0.02%Q2 2023Q2 20231
MIG Capital, LLC 112.08%2.08%2.08%Q1 2023Q1 20231
Hitchwood Capital Management LP 110.43%0.43%0.43%Q4 2015Q4 20151
Great Diamond Partners, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
NEXT Financial Holdings 110.09%0.09%0.09%Q1 2019Q1 20191
BFSG, LLC 110.20%0.20%0.20%Q2 2019Q2 20191
Delek Group, Ltd. 110.10%0.10%0.10%Q1 2018Q1 20181
Mariner Wealth Advisors-NYC, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
SOCIETE GENERALE 110.03%0.03%0.03%Q2 2016Q2 20161
Capital Asset Advisory Services LLC 110.01%0.01%0.01%Q4 2020Q4 20201
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID 110.00%0.00%0.00%Q3 2018Q3 20181
VIKING GLOBAL INVESTORS LP 110.21%0.21%0.21%Q4 2020Q4 20201
Metavasi Capital LP 113.36%3.36%3.36%Q4 2022Q4 20221
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 110.09%0.09%0.09%Q4 2022Q4 20221
Modera Wealth Management, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
ASAHI LIFE ASSET MANAGEMENT CO., LTD. 110.05%0.05%0.05%Q4 2019Q4 20191
IMA Wealth, Inc. 110.07%0.07%0.07%Q2 2022Q2 20221
Owl Creek Asset Management, L.P. 110.21%0.21%0.21%Q4 2022Q4 20221
DENALI ADVISORS LLC 110.08%0.08%0.08%Q4 2020Q4 20201
MQS Management LLC 110.17%0.17%0.17%Q1 2022Q1 20221
CNA FINANCIAL CORP 111.34%1.34%1.34%Q4 2020Q4 20201
FormulaFolio Investments, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Aaron Wealth Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC 110.81%0.81%0.81%Q2 2015Q2 20151
WESTFIELD CAPITAL MANAGEMENT CO LP 110.00%0.00%0.00%Q2 2015Q2 20151
CAHILL FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20211
EastBay Asset Management, LLC 111.80%1.80%1.80%Q4 2016Q4 20161
Pictet Asset Management Holding SA 110.01%0.01%0.01%Q3 2023Q3 20231
Nair Vinay 110.46%0.46%0.46%Q1 2015Q1 20151
SHELTON CAPITAL MANAGEMENT 110.11%0.11%0.11%Q2 2013Q2 20131
Bach Option Ltd 110.08%0.08%0.08%Q4 2018Q4 20181
FNY Partners Fund LP 110.00%0.00%0.00%Q1 2017Q1 20171
MIK Capital, LP 116.98%6.98%6.98%Q2 2020Q2 20201
Valued Wealth Advisors LLC 110.00%0.00%0.00%Q4 2023Q4 20231
DHJJ Financial Advisors, Ltd. 110.01%0.01%0.01%Q3 2023Q3 20231
StoneX Group Inc. 110.07%0.07%0.07%Q2 2017Q2 20171
Global Wealth Management Investment Advisory, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
HighPoint Advisor Group LLC 110.02%0.02%0.02%Q3 2019Q3 20191
Integrated Investment Consultants, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Catalyst Capital Advisors LLC 110.06%0.06%0.06%Q3 2019Q3 20191
Pinnacle Wealth Advisors 110.21%0.21%0.21%Q2 2021Q2 20211
WBH ADVISORY INC 110.03%0.03%0.03%Q1 2021Q1 20211
DSAM Partners (London) Ltd 110.03%0.03%0.03%Q1 2019Q1 20191
JOHN G ULLMAN & ASSOCIATES INC 110.38%0.38%0.38%Q1 2019Q1 20191
Mystic Asset Management, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
HARVARD MANAGEMENT CO INC 110.10%0.10%0.10%Q1 2014Q1 20141
MAI Capital Management 110.02%0.02%0.02%Q3 2016Q3 20161
Elkhorn Investments, LLC 110.95%0.95%0.95%Q4 2016Q4 20161
Cheyne Capital Management (UK) LLP 110.15%0.15%0.15%Q1 2017Q1 20171
Icon Wealth Partners, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
NOTTINGHAM ADVISORS, INC. 110.06%0.06%0.06%Q3 2016Q3 20161
KRS Capital Management, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
MORGENS WATERFALL VINTIADIS & CO INC 110.45%0.45%0.45%Q3 2017Q3 20171
Delta Lloyd Asset Management N.V. 110.05%0.05%0.05%Q2 2017Q2 20171
Hartree Partners, LP 110.26%0.26%0.26%Q2 2023Q2 20231
EP Wealth Advisors, LLC 110.81%0.81%0.81%Q2 2016Q2 20161
TCG Advisory Services, LLC 110.10%0.10%0.10%Q1 2021Q1 20211
BRANDYWINE OAK PRIVATE WEALTH LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Lagoda Investment Management, L.P. 110.08%0.08%0.08%Q4 2014Q4 20141
Belvedere Trading LLC 110.00%0.00%0.00%Q4 2014Q4 20141
HARTLINE INVESTMENT CORP/ 110.30%0.30%0.30%Q3 2022Q3 20221
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
EQUITEC PROPRIETARY MARKETS, LLC 110.01%0.01%0.01%Q4 2014Q4 20141
ATWOOD & PALMER INC 110.00%0.00%0.00%Q1 2021Q1 20211
Amplius Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Next Level Private LLC 110.21%0.21%0.21%Q2 2022Q2 20221
SECOR Capital Advisors, LP 110.25%0.25%0.25%Q3 2017Q3 20171
KARSCH CAPITAL MANAGEMENT LP 112.71%2.71%2.71%Q2 2013Q2 20131
Cinctive Capital Management LP 110.25%0.25%0.25%Q3 2020Q3 20201
Litman Gregory Wealth Management LLC 110.03%0.03%0.03%Q1 2018Q1 20181
Cornerstone Advisory, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
GM Advisory Group, LLC 110.06%0.06%0.06%Q3 2017Q3 20171
BBT Capital Management, LLC 111.00%1.00%1.00%Q4 2018Q4 20181
GQ Asset Management, LLC 110.19%0.19%0.19%Q4 2019Q4 20191
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Bollard Group LLC 110.00%0.00%0.00%Q2 2023Q2 20231
EAGLE ASSET MANAGEMENT INC 110.09%0.09%0.09%Q2 2015Q2 20151
Y-Intercept (Hong Kong) Ltd 110.24%0.24%0.24%Q2 2023Q2 20231
Smithwood Advisers, L.P. 115.54%5.54%5.54%Q3 2016Q3 20161
NorthCrest Asset Manangement, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Intrinsic Edge Capital Management LLC 112.47%2.47%2.47%Q2 2017Q2 20171
Pinnacle Wealth Planning Services, Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
Clarfeld Financial Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Bison Wealth, LLC 110.12%0.12%0.12%Q2 2015Q2 20151
WOODMONT INVESTMENT COUNSEL LLC 110.06%0.06%0.06%Q4 2018Q4 20181
GOODWIN DANIEL L 110.01%0.01%0.01%Q4 2014Q4 20141
General Partner, Inc. 110.03%0.03%0.03%Q4 2022Q4 20221
Private Advisory Group LLC 110.13%0.13%0.13%Q4 2019Q4 20191
QCM Cayman, Ltd. 111.11%1.11%1.11%Q2 2018Q2 20181
Signature Financial Management, Inc. 110.39%0.39%0.39%Q4 2016Q4 20161
Amtrust Financial Services, Inc. 110.47%0.47%0.47%Q2 2021Q2 20211
Western Pacific Wealth Management, LP 110.06%0.06%0.06%Q4 2021Q4 20211
Inspire Advisors, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
TIGER MANAGEMENT L.L.C. 110.08%0.08%0.08%Q1 2018Q1 20181
STARR INTERNATIONAL CO INC 111.05%1.05%1.05%Q1 2019Q1 20191
iA Global Asset Management Inc. 110.03%0.03%0.03%Q3 2023Q3 20231
Exane Asset Management 110.05%0.05%0.05%Q1 2018Q1 20181
J. Goldman & Co LP 110.03%0.03%0.03%Q4 2022Q4 20221
Burleson & Company, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
TRUE Private Wealth Advisors 110.00%0.00%0.00%Q3 2018Q3 20181
ROCKSHELTER CAPITAL MANAGEMENT LLC 110.82%0.82%0.82%Q2 2020Q2 20201
SG3 Management, LLC 111.05%1.05%1.05%Q2 2022Q2 20221
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Signition LP 110.25%0.25%0.25%Q2 2018Q2 20181
State of New Jersey Common Pension Fund A 110.01%0.01%0.01%Q1 2014Q1 20141
Conifer Management 111.16%1.16%1.16%Q1 2020Q1 20201
AGF Investments LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Polaris Wealth Advisory Group, LLC 110.10%0.10%0.10%Q1 2015Q1 20151
PCJ Investment Counsel Ltd. 110.48%0.48%0.48%Q3 2020Q3 20201
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
KOCH INDUSTRIES INC 110.03%0.03%0.03%Q1 2018Q1 20181
361 CAPITAL LLC 110.20%0.20%0.20%Q3 2019Q3 20191
Ararat Capital Management LP 113.50%3.50%3.50%Q4 2022Q4 20221
GFS Advisors, LLC 110.01%0.01%0.01%Q1 2016Q1 20161
RE Dickinson Investment Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
BILLINGS CAPITAL MANAGEMENT, LLC 116.02%6.02%6.02%Q2 2020Q2 20201
Mariner Wealth Advisors-Cincinnati, LLC 110.03%0.03%0.03%Q3 2018Q3 20181
Renasant Bank 110.16%0.16%0.16%Q3 2021Q3 20211
Private Capital Advisors, Inc. 110.12%0.12%0.12%Q2 2020Q2 20201
Csenge Advisory Group 110.00%0.00%0.00%Q3 2018Q3 20181
Timelo Investment Management Inc. 110.90%0.90%0.90%Q4 2022Q4 20221
SOLARIS ASSET MANAGEMENT LLC 110.01%0.01%0.01%Q3 2016Q3 20161
HITE Hedge Asset Management LLC 110.22%0.22%0.22%Q3 2023Q3 20231
Jupiter Investment Management Ltd 110.01%0.01%0.01%Q3 2017Q3 20171
Arrow Investment Advisors, LLC 110.15%0.15%0.15%Q1 2023Q1 20231
Cribstone Capital Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
THOROUGHBRED FINANCIAL SERVICES, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Asio Capital, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
LINCOLN CAPITAL CORP 111.23%1.23%1.23%Q4 2022Q4 20221
MYCIO WEALTH PARTNERS, LLC 110.01%0.01%0.01%Q4 2013Q4 20131
Lombard Odier Asset Management (Europe) Ltd 110.01%0.01%0.01%Q3 2017Q3 20171
Lucha Capital Management, LP 111.93%1.93%1.93%Q1 2019Q1 20191
My Personal CFO, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Reynders McVeigh Capital Management, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Ardmore Road Asset Management LP 110.65%0.65%0.65%Q3 2022Q3 20221
Hunter Perkins Capital Management, LLC 110.27%0.27%0.27%Q4 2020Q4 20201
Calamos Wealth Management LLC 110.21%0.21%0.21%Q4 2013Q4 20131
RIPOSTE CAPITAL LLC 113.44%3.44%3.44%Q2 2023Q2 20231
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
JUPITER ASSET MANAGEMENT LTD 110.01%0.01%0.01%Q4 2020Q4 20201
British Airways Pensions Investment Management Ltd 110.51%0.51%0.51%Q4 2019Q4 20191
GHP Investment Advisors, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Quantinno Capital Management LP 110.15%0.15%0.15%Q3 2019Q3 20191
Financial Advisors Network, Inc. 110.00%0.00%0.00%Q4 2016Q4 20161
COUNTRY TRUST BANK 110.00%0.00%0.00%Q3 2015Q3 20151
EQUITY INVESTMENT CORP 110.01%0.01%0.01%Q2 2023Q2 20231
OSKIE CAPITAL MANAGEMENT, LLC 113.08%3.08%3.08%Q4 2016Q4 20161
Game Creek Capital, LP 110.12%0.12%0.12%Q4 2017Q4 20171
Regent Peak Wealth Advisors LLC 110.01%0.01%0.01%Q4 2020Q4 20201
GraniteShares Advisors LLC 110.04%0.04%0.04%Q4 2021Q4 20211
New England Research & Management, Inc. 110.63%0.63%0.63%Q4 2020Q4 20201
Guidance Point Advisors, LLC 110.03%0.03%0.03%Q3 2021Q3 20211
EMINENCE CAPITAL, LP 110.48%0.48%0.48%Q2 2014Q2 20141
ASCEND CAPITAL, LLC 110.18%0.18%0.18%Q3 2013Q3 20131
Lomas Capital Management, LLC 110.22%0.22%0.22%Q4 2020Q4 20201
Lion Street Advisors, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Mitsubishi UFJ Securities Holdings Co., Ltd. 110.17%0.17%0.17%Q1 2015Q1 20151
Altshuler Shaham Ltd 110.00%0.00%0.00%Q4 2019Q4 20191
TRAN CAPITAL MANAGEMENT, L.P. 110.02%0.02%0.02%Q4 2021Q4 20211
Financial Consulate Inc. 110.07%0.07%0.07%Q2 2021Q2 20211
FREEDOM WEALTH ALLIANCE, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Principle Wealth Partners LLC 110.01%0.01%0.01%Q2 2020Q2 20201
North Fourth Asset Management, LP 110.38%0.38%0.38%Q2 2023Q2 20231
GoalVest Advisory LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
MONETTA FINANCIAL SERVICES INC 110.48%0.48%0.48%Q2 2013Q2 20131
SBK Financial, Inc. 110.21%0.21%0.21%Q4 2021Q4 20211
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Perkins Coie Trust Co 110.00%0.00%0.00%Q1 2020Q1 20201
iSAM Funds (UK) Ltd 111.12%1.12%1.12%Q3 2023Q3 20231
Simplicity Solutions, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Advisor Resource Council 110.02%0.02%0.02%Q4 2021Q4 20211
Diversified Trust Co 110.01%0.01%0.01%Q4 2021Q4 20211
VIRGINIA RETIREMENT SYSTEM 110.04%0.04%0.04%Q1 2016Q1 20161
Destination Wealth Management 110.00%0.00%0.00%Q1 2019Q1 20191
Horan Securities, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
qPULA Trading Management LP 110.39%0.39%0.39%Q2 2021Q2 20211
NEW AMSTERDAM PARTNERS LLC/NY 110.15%0.15%0.15%Q4 2016Q4 20161
Farmer Steven Patrick 110.20%0.20%0.20%Q2 2022Q2 20221
Night Square Capital Partners, LP 116.98%6.98%6.98%Q4 2016Q4 20161
K.J. Harrison & Partners Inc 110.40%0.40%0.40%Q3 2023Q3 20231
Ada Investment Management, LP 110.20%0.20%0.20%Q3 2015Q3 20151
Duquesne Family Office 110.17%0.17%0.17%Q2 2020Q2 20201
Glassy Mountain Advisors, Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
Sargent Bickham Lagudis LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Hudson Canyon Capital Management 111.16%1.16%1.16%Q4 2020Q4 20201
Freshford Capital Management, LLC 114.43%4.43%4.43%Q1 2023Q1 20231
Daiwa Capital Markets America Inc. 110.01%0.01%0.01%Q4 2013Q4 20131
Pendal Group Ltd 110.00%0.00%0.00%Q2 2021Q2 20211
Claro Advisors LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Solstein Capital, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Newbrook Capital Advisors LP 111.43%1.43%1.43%Q3 2020Q3 20201
LEAVELL INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2010Q2 20101
Garda Capital Partners LP 110.08%0.08%0.08%Q3 2023Q3 20231
Li Winifred I 110.00%0.00%0.00%Q3 2014Q3 20141
VitalStone Financial, LLC 110.03%0.03%0.03%Q1 2023Q1 20231
GLG Partners LP 110.11%0.11%0.11%Q4 2017Q4 20171
Rockbridge Investment Management, LCC 110.00%0.00%0.00%Q2 2020Q2 20201
United Community Bank 110.20%0.20%0.20%Q3 2023Q3 20231
Forefront Analytics, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
DRW Securities, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
CHILDRESS CAPITAL ADVISORS, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Mach-1 Financial Group, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Keebeck Wealth Management, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
Aquire Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Partner Investment Management, L.P. 110.59%0.59%0.59%Q4 2016Q4 20161
Amalgamated Financial Corp. 110.03%0.03%0.03%Q1 2022Q1 20221
Flaharty Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Align Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Moors & Cabot, Inc. 110.10%0.10%0.10%Q1 2014Q1 20141
External links

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