DONALDSON INC shareholder history

Current and past DONALDSON INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 23160.00%0.00%0.00%Q2 2013Q3 202377
BARCLAYS PLC 42420.00%0.00%0.01%Q2 2013Q3 202376
Citadel Advisors 42420.00%0.00%0.02%Q2 2013Q3 202374
US BANCORP \DE\ 42420.00%0.09%0.19%Q2 2013Q3 202353
SECURIAN ASSET MANAGEMENT, INC 49490.01%0.02%0.04%Q3 2011Q3 202349
HSBC HOLDINGS PLC 47470.00%0.00%0.01%Q1 2012Q3 202347
MUFG Americas Holdings Corp 46460.00%0.03%0.11%Q4 2010Q1 202246
GOLDMAN SACHS GROUP INC 4240.00%0.00%0.02%Q1 2012Q3 202346
LEAVELL INVESTMENT MANAGEMENT, INC. 4220.05%0.07%0.09%Q2 2010Q3 202344
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 43430.01%0.02%0.03%Q1 2013Q3 202343
Retirement Systems of Alabama 43430.03%0.05%0.09%Q1 2013Q3 202343
Hemenway Trust Co LLC 43430.03%0.08%0.20%Q1 2013Q3 202343
TEXAS PERMANENT SCHOOL FUND CORP 43430.04%0.06%0.08%Q1 2013Q3 202343
CREDIT SUISSE AG/ 43430.00%0.01%0.02%Q1 2013Q3 202343
WHITTIER TRUST CO OF NEVADA INC 42420.01%0.03%0.09%Q2 2013Q3 202342
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 42420.02%0.02%0.03%Q2 2013Q3 202342
STATE OF WISCONSIN INVESTMENT BOARD 42420.00%0.01%0.02%Q2 2013Q3 202342
RHUMBLINE ADVISERS 42420.02%0.03%0.04%Q2 2013Q3 202342
Creative Planning 42420.00%0.01%0.02%Q2 2013Q3 202342
PRUDENTIAL FINANCIAL INC 42420.00%0.01%0.04%Q2 2013Q3 202342
STATE STREET CORP 42420.01%0.02%0.03%Q2 2013Q3 202342
BROWN ADVISORY INC 42420.00%0.01%0.03%Q2 2013Q3 202342
GAMCO INVESTORS, INC. ET AL 42420.21%0.33%0.49%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.01%0.02%0.03%Q2 2013Q3 202342
NISA INVESTMENT ADVISORS, LLC 42420.02%0.03%0.04%Q2 2013Q3 202342
CONFLUENCE INVESTMENT MANAGEMENT LLC 42420.17%0.29%0.39%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.00%0.00%0.01%Q2 2013Q3 202342
UBS ASSET MANAGEMENT AMERICAS INC 42420.00%0.02%0.07%Q2 2013Q3 202342
Aristotle Capital Management, LLC 42420.00%0.00%0.02%Q2 2013Q3 202342
VAN ECK ASSOCIATES CORP 42420.00%0.00%0.01%Q2 2013Q3 202342
Palisade Asset Management, LLC 42420.46%0.70%1.00%Q2 2013Q3 202342
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 42420.01%0.02%0.04%Q2 2013Q3 202342
MAIRS & POWER INC 42421.36%2.50%3.45%Q2 2013Q3 202342
Legal & General Group Plc 42420.00%0.00%0.01%Q2 2013Q3 202342
HARVEY INVESTMENT CO LLC 42420.46%1.69%2.63%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.02%0.08%Q2 2013Q3 202342
INVESTMENT HOUSE LLC 42420.04%0.37%0.67%Q2 2013Q3 202342
Neuberger Berman Group LLC 42420.00%0.05%0.27%Q2 2013Q3 202342
NORGES BANK 4020.00%0.03%0.09%Q2 2012Q4 202242
WHITE PINE CAPITAL LLC 42420.00%0.52%0.70%Q2 2013Q3 202342
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 42420.12%0.46%0.90%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.01%0.03%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.01%0.01%0.02%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.01%0.01%0.02%Q2 2013Q3 202342
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 42420.02%0.03%0.04%Q2 2013Q3 202342
NEW YORK STATE COMMON RETIREMENT FUND 42420.01%0.03%0.06%Q2 2013Q3 202342
AMERICAN CENTURY COMPANIES INC 42420.02%0.04%0.07%Q2 2013Q3 202342
Boston Trust Walden Corp 42420.36%1.03%1.48%Q2 2013Q3 202342
VOYA INVESTMENT MANAGEMENT LLC 42420.00%0.01%0.02%Q2 2013Q3 202342
STATE OF MICHIGAN RETIREMENT SYSTEM 42420.01%0.02%0.03%Q2 2013Q3 202342
PRINCIPAL FINANCIAL GROUP INC 42420.02%0.05%0.10%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 42420.01%0.01%0.02%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.00%0.00%Q2 2013Q3 202342
PRICE T ROWE ASSOCIATES INC /MD/ 42420.00%0.00%0.01%Q2 2013Q3 202342
Dorsey & Whitney Trust CO LLC 42420.51%1.18%1.69%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.01%0.01%Q2 2013Q3 202342
FEDERATED HERMES, INC. 42420.00%0.01%0.01%Q2 2013Q3 202342
ALLIANCEBERNSTEIN L.P. 42420.00%0.00%0.01%Q2 2013Q3 202342
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42420.01%0.02%0.02%Q2 2013Q3 202342
FMR LLC 42420.01%0.01%0.03%Q2 2013Q3 202342
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 42420.51%0.68%0.90%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.00%0.01%0.01%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
Laird Norton Wetherby Wealth Management, LLC 42420.02%0.05%0.09%Q2 2013Q3 202342
EADS & HEALD WEALTH MANAGEMENT 42420.24%0.37%0.50%Q2 2013Q3 202342
GEODE CAPITAL MANAGEMENT, LLC 42420.01%0.02%0.02%Q2 2013Q3 202342
SFE Investment Counsel 42421.20%1.98%3.16%Q2 2013Q3 202342
THRIVENT FINANCIAL FOR LUTHERANS 42420.00%0.01%0.06%Q2 2013Q3 202342
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 42420.02%0.02%0.03%Q2 2013Q3 202342
BAHL & GAYNOR INC 42420.02%0.06%0.14%Q2 2013Q3 202342
Granite Investment Partners, LLC 42420.02%0.14%0.62%Q2 2013Q3 202342
SHELTON CAPITAL MANAGEMENT 42420.01%0.04%0.10%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
Utah Retirement Systems 42420.02%0.02%0.03%Q2 2013Q3 202342
AMERICAN INTERNATIONAL GROUP, INC. 42420.03%0.05%0.08%Q2 2013Q3 202342
Hills Bank & Trust Co 42420.17%0.62%1.37%Q2 2013Q3 202342
North Star Investment Management Corp. 42420.13%0.36%0.56%Q2 2013Q3 202342
FRANKLIN RESOURCES INC 42420.03%0.07%0.10%Q2 2013Q3 202342
ProShare Advisors LLC 42420.01%0.06%0.12%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.02%Q2 2013Q3 202342
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 42420.05%0.07%0.09%Q2 2013Q3 202342
Swiss National Bank 42420.01%0.01%0.03%Q2 2013Q3 202342
NORTH STAR ASSET MANAGEMENT INC 42420.02%0.05%0.08%Q2 2013Q3 202342
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID 42422.13%2.93%3.62%Q2 2013Q3 202342
Bartlett & Co. LLC 26160.02%0.04%0.07%Q2 2013Q4 202342
PANAGORA ASSET MANAGEMENT INC 42420.00%0.01%0.05%Q2 2013Q3 202342
VANGUARD GROUP INC 42420.02%0.02%0.03%Q2 2013Q3 202342
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 42420.01%0.01%0.02%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.02%0.02%0.04%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 42420.00%0.03%0.10%Q2 2013Q3 202342
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 42420.01%0.02%0.02%Q2 2013Q3 202342
GABELLI FUNDS LLC 42420.20%0.29%0.37%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.00%0.01%0.05%Q2 2013Q3 202342
Rothschild Capital Partners, LLC 42420.78%1.68%4.31%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.01%0.01%Q2 2013Q3 202342
MCDANIEL TERRY & CO 42422.86%4.16%5.38%Q2 2013Q3 202342
Allianz Asset Management GmbH 42420.00%0.01%0.02%Q2 2013Q3 202342
BlackRock Inc. 42420.00%0.02%0.03%Q2 2013Q3 202342
Arizona State Retirement System 3380.01%0.03%0.06%Q1 2013Q3 202341
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 3650.01%0.01%0.02%Q2 2013Q3 202341
Ameritas Investment Partners, Inc. 41410.04%0.09%0.14%Q3 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.00%Q2 2013Q3 202341
ROBERTS GLORE & CO INC /IL/ 22190.10%0.17%0.31%Q2 2013Q3 202341
Formidable Asset Management, LLC 41410.18%0.36%0.88%Q3 2013Q3 202341
HighTower Advisors, LLC 41410.00%0.02%0.09%Q3 2013Q3 202341
HARTLINE INVESTMENT CORP/ 3740.04%0.51%1.16%Q2 2013Q3 202341
PERKINS CAPITAL MANAGEMENT INC 28130.32%0.62%1.26%Q2 2013Q3 202341
WHITTIER TRUST CO 30110.00%0.04%0.19%Q2 2013Q3 202341
AMALGAMATED BANK 41410.03%0.05%0.15%Q3 2013Q3 202341
MILLENNIUM MANAGEMENT LLC 30110.00%0.02%0.06%Q2 2013Q3 202341
ENVESTNET ASSET MANAGEMENT INC 21200.00%0.00%0.01%Q2 2013Q3 202341
COMERICA BANK 3920.00%0.03%0.05%Q2 2013Q3 202341
DEUTSCHE BANK AG\ 41410.00%0.01%0.02%Q3 2013Q3 202341
PROFUND ADVISORS LLC 27130.01%0.03%0.05%Q2 2013Q2 202340
Tower Research Capital LLC (TRC) 25150.00%0.02%0.05%Q2 2013Q3 202340
GREAT WEST LIFE ASSURANCE CO /CAN/ 40400.00%0.01%0.02%Q4 2013Q3 202340
M. Kraus & Co 40400.08%1.28%2.84%Q4 2013Q3 202340
BNP PARIBAS FINANCIAL MARKETS 40400.00%0.00%0.01%Q4 2013Q3 202340
Louisiana State Employees Retirement System 40400.04%0.06%0.09%Q4 2013Q3 202340
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 40400.00%0.01%0.07%Q2 2013Q1 202340
Autus Asset Management, LLC 39391.29%1.72%2.61%Q2 2013Q4 202239
STIFEL FINANCIAL CORP 39390.00%0.01%0.01%Q1 2014Q3 202339
SG Americas Securities, LLC 2710.00%0.01%0.02%Q2 2013Q3 202339
VIRGINIA RETIREMENT SYSTEMS ET AL 1610.00%0.01%0.03%Q2 2013Q3 202338
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202338
EATON VANCE MANAGEMENT 38380.00%0.02%0.08%Q2 2013Q3 202238
FULLER & THALER ASSET MANAGEMENT, INC. 3170.00%0.06%0.48%Q2 2013Q3 202338
M&T BANK CORP 3710.00%0.01%0.01%Q1 2014Q3 202338
Walleye Trading LLC 510.00%0.00%0.01%Q3 2013Q3 202237
Allen Investment Management, LLC 37370.01%0.03%0.05%Q3 2014Q3 202337
NORTHEAST INVESTMENT MANAGEMENT 1490.01%0.02%0.04%Q2 2013Q3 202337
AQR Capital Management 2010.00%0.02%0.09%Q4 2012Q3 202337
FIFTH THIRD BANCORP 2040.00%0.00%0.02%Q2 2013Q3 202337
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.01%0.01%0.02%Q2 2013Q1 202236
JANUS HENDERSON GROUP PLC 36360.03%0.09%0.18%Q4 2014Q3 202336
SEI INVESTMENTS CO 36360.00%0.01%0.04%Q4 2014Q3 202336
D. E. Shaw & Co., Inc. 1420.00%0.01%0.02%Q2 2013Q3 202336
Birch Hill Investment Advisors LLC 36360.09%2.19%3.44%Q2 2013Q1 202236
Barrett Asset Management, LLC 36360.07%0.35%1.14%Q2 2013Q1 202236
TEACHER RETIREMENT SYSTEM OF TEXAS 22130.00%0.01%0.02%Q2 2013Q3 202335
Zurcher Kantonalbank (Zurich Cantonalbank) 35350.00%0.00%0.01%Q1 2015Q3 202335
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 35350.01%0.02%0.05%Q1 2015Q3 202335
METROPOLITAN LIFE INSURANCE CO/NY 35350.02%0.03%0.04%Q2 2013Q4 202135
BURNEY CO/ 2910.01%0.02%0.04%Q3 2013Q3 202335
PEAK6 Investments LLC 710.00%0.00%0.01%Q3 2018Q3 202334
FARR MILLER & WASHINGTON LLC/DC 34341.25%2.35%3.68%Q2 2013Q3 202134
GUGGENHEIM CAPITAL LLC 2010.00%0.00%0.02%Q2 2013Q3 202334
Nuveen Asset Management, LLC 18160.01%0.01%0.02%Q2 2013Q3 202334
HUNTINGTON NATIONAL BANK 2830.00%0.00%0.00%Q2 2013Q3 202334
ATLANTA CAPITAL MANAGEMENT CO L L C 34340.46%0.67%0.92%Q2 2013Q3 202134
PARSONS CAPITAL MANAGEMENT INC/RI 1470.02%0.03%0.07%Q1 2014Q3 202334
Mitsubishi UFJ Trust & Banking Corp 17160.00%0.03%0.11%Q2 2013Q3 202333
GOULD ASSET MANAGEMENT LLC /CA/ 33330.10%0.15%0.22%Q2 2013Q2 202133
Raymond James Financial Services Advisors, Inc. 1710.00%0.01%0.12%Q2 2013Q3 202333
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.00%0.00%Q2 2013Q3 202333
State of Tennessee, Treasury Department 2580.01%0.02%0.04%Q3 2013Q3 202333
Versant Capital Management, Inc 33330.00%0.00%0.01%Q4 2015Q4 202333
WATERS PARKERSON & CO., LLC 33330.09%0.50%0.72%Q3 2015Q3 202333
Gemmer Asset Management LLC 33330.00%0.01%0.01%Q1 2014Q1 202233
WASHINGTON TRUST BANK 2240.02%0.04%0.06%Q3 2014Q3 202332
Dynamic Advisor Solutions LLC 2930.04%0.18%0.36%Q4 2013Q3 202332
MACQUARIE GROUP LTD 1820.00%0.00%0.02%Q2 2013Q3 202332
Cubist Systematic Strategies, LLC 2910.01%0.06%0.17%Q4 2014Q3 202332
CULLEN/FROST BANKERS, INC. 1760.00%0.01%0.02%Q4 2014Q1 202332
BENJAMIN F. EDWARDS & COMPANY, INC. 2020.00%0.00%0.01%Q2 2013Q3 202332
Manchester Capital Management LLC 19130.00%0.01%0.03%Q2 2013Q3 202332
REGIONS FINANCIAL CORP 31310.01%0.02%0.02%Q1 2016Q3 202331
MASON STREET ADVISORS, LLC 31310.02%0.06%0.08%Q2 2013Q4 202031
Geneos Wealth Management Inc. 31310.00%0.00%0.01%Q1 2016Q3 202331
Aperio Group, LLC 31310.01%0.01%0.02%Q2 2013Q4 202031
VICTORY CAPITAL MANAGEMENT INC 2910.00%0.00%0.01%Q2 2015Q3 202330
Cambridge Investment Research Advisors, Inc. 2730.00%0.01%0.03%Q2 2015Q2 202330
Ledyard National Bank 30300.00%0.02%0.04%Q4 2013Q1 202130
QUADRANT CAPITAL GROUP LLC 30300.00%0.00%0.01%Q2 2016Q3 202330
World Asset Management Inc 2280.01%0.02%0.04%Q2 2013Q3 202130
TWO SIGMA ADVISERS, LP 1410.00%0.02%0.04%Q2 2013Q3 202330
D.A. DAVIDSON & CO. 2460.00%0.01%0.02%Q2 2013Q3 202330
IFP Advisors, Inc 1710.00%0.00%0.00%Q4 2015Q3 202329
TWO SIGMA INVESTMENTS, LP 1710.00%0.02%0.10%Q2 2013Q3 202329
SCHRODER INVESTMENT MANAGEMENT GROUP 1320.00%0.02%0.06%Q2 2013Q4 202129
PICTET ASSET MANAGEMENT LTD 16130.00%0.20%0.62%Q2 2013Q2 202129
Advisory Services Network, LLC 2720.02%0.05%0.09%Q2 2016Q3 202329
Smithfield Trust Co 29290.00%0.00%0.01%Q2 2013Q2 202029
SEGALL BRYANT & HAMILL, LLC 2450.01%0.04%0.12%Q1 2013Q3 202329
STEPHENS INC /AR/ 2530.00%0.06%0.12%Q4 2015Q2 202328
FIRST MERCHANTS CORP 28280.06%0.37%0.70%Q2 2013Q1 202028
Russell Investments Group, Ltd. 28280.00%0.01%0.02%Q4 2016Q3 202328
Gotham Asset Management, LLC 710.00%0.04%0.16%Q2 2013Q3 202328
GSA CAPITAL PARTNERS LLP 1110.01%0.08%0.19%Q2 2013Q3 202328
Parallel Advisors, LLC 28280.00%0.04%0.37%Q4 2016Q3 202328
FENIMORE ASSET MANAGEMENT INC 28280.18%2.09%2.70%Q2 2013Q1 202028
Pflug Koory, LLC 28280.01%0.01%0.02%Q4 2016Q3 202328
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.01%Q2 2013Q4 201927
COMMERCE BANK 14130.01%0.02%0.04%Q1 2013Q3 202327
Renaissance Technologies 410.00%0.01%0.06%Q3 2013Q3 202327
Johnson Financial Group, Inc. 1610.00%0.05%0.19%Q2 2013Q3 202327
Pacer Advisors, Inc. 1210.00%0.05%0.11%Q4 2015Q3 202327
Quantum Capital Management, LLC / NJ 27270.90%4.90%8.80%Q2 2013Q4 201927
Crossmark Global Holdings, Inc. 2510.02%0.02%0.03%Q3 2016Q3 202326
Paloma Partners Management Co 810.00%0.03%0.28%Q2 2013Q4 202126
Municipal Employees' Retirement System of Michigan 2060.03%0.10%0.16%Q3 2013Q1 202026
FIDUCIARY MANAGEMENT INC /WI/ 1970.19%0.54%1.24%Q1 2015Q3 202326
WESBANCO BANK INC 1820.01%0.01%0.02%Q2 2016Q1 202326
Accredited Investors Inc. 910.02%0.05%0.18%Q3 2014Q3 202325
BOKF, NA 1510.00%0.02%0.08%Q2 2013Q3 202325
COBIZ WEALTH, LLC 25250.04%0.13%0.27%Q2 2013Q2 201925
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 2020.00%0.05%0.14%Q1 2017Q3 202325
FOSTER DYKEMA CABOT & CO INC/MA 1420.00%0.05%0.07%Q2 2013Q3 202325
SVB WEALTH LLC 25250.01%0.02%0.02%Q4 2014Q4 202025
EARNEST PARTNERS LLC 2410.00%0.00%0.00%Q4 2016Q3 202325
Baird Financial Group, Inc. 2410.00%0.01%0.02%Q2 2015Q3 202325
COOKE & BIELER LP 25250.33%1.00%2.33%Q4 2014Q4 202025
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.01%Q4 2017Q3 202324
TRILLIUM ASSET MANAGEMENT, LLC 1310.01%0.05%0.11%Q2 2013Q3 202324
AdvisorNet Financial, Inc 24240.01%0.12%0.25%Q4 2017Q3 202324
TEACHERS ADVISORS, LLC 24240.01%0.01%0.01%Q2 2013Q1 201924
State of Alaska, Department of Revenue 24240.01%0.03%0.10%Q4 2017Q3 202324
HoyleCohen, LLC 24240.26%0.50%0.91%Q4 2017Q3 202324
Ballentine Partners, LLC 1910.01%0.01%0.03%Q2 2017Q3 202324
Glenview Trust Co 1210.01%0.03%0.07%Q4 2008Q3 202324
TD ASSET MANAGEMENT INC 24240.00%0.02%0.04%Q4 2017Q3 202324
HL FINANCIAL SERVICES LLC 24240.02%0.02%0.04%Q2 2013Q1 201924
SIGNATUREFD, LLC 2310.00%0.00%0.01%Q3 2016Q3 202324
LPL Financial LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
LS Investment Advisors, LLC 24240.01%0.02%0.03%Q2 2015Q1 202124
Sterling Capital Management LLC 24240.00%0.01%0.02%Q4 2013Q3 201924
Conestoga Capital Advisors, LLC 24240.01%0.05%0.15%Q1 2013Q4 201824
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 24240.04%0.06%0.07%Q4 2017Q3 202324
MetLife Investment Management, LLC 24240.03%0.04%0.05%Q4 2017Q3 202324
TIAA CREF INVESTMENT MANAGEMENT LLC 24240.00%0.01%0.01%Q2 2013Q1 201924
SOMERVILLE KURT F 24240.05%0.07%0.11%Q4 2017Q3 202324
JLB & ASSOCIATES INC 1580.08%0.20%0.32%Q2 2013Q1 201923
Fairpointe Capital LLC 23230.72%1.54%2.97%Q3 2015Q1 202123
SCHWARTZ INVESTMENT COUNSEL INC 23230.36%1.37%2.50%Q2 2013Q4 201823
TD Capital Management LLC 2210.00%0.00%0.00%Q3 2016Q3 202223
Sabal Trust CO 23230.02%0.02%0.03%Q1 2018Q3 202323
CIBC Asset Management Inc 1010.00%0.00%0.00%Q4 2013Q3 202323
SHELL ASSET MANAGEMENT CO 1850.01%0.02%0.02%Q2 2013Q3 202323
Chicago Partners Investment Group LLC 13100.03%0.43%4.91%Q4 2014Q3 202023
Mariner, LLC 23230.01%0.03%0.04%Q1 2018Q3 202323
Treasurer of the State of North Carolina 23230.01%0.02%0.03%Q1 2018Q3 202323
ISTHMUS PARTNERS, LLC 1610.00%0.02%0.10%Q4 2014Q3 202323
Steward Partners Investment Advisory, LLC 1810.00%0.00%0.00%Q4 2016Q3 202323
GW&K Investment Management, LLC 1580.03%0.06%0.12%Q2 2013Q3 202323
Squarepoint Ops LLC 810.01%0.02%0.07%Q1 2016Q3 202322
Liberty Mutual Group Asset Management Inc. 22220.03%0.06%0.11%Q2 2013Q3 201822
JNBA Financial Advisors 1480.00%0.01%0.04%Q2 2013Q3 202322
WMS Partners, LLC 22221.30%1.76%2.30%Q2 2013Q3 201822
ROYCE & ASSOCIATES LP 22220.04%0.10%0.16%Q2 2013Q3 201822
CREATIVE FINANCIAL DESIGNS INC /ADV 1480.00%0.00%0.00%Q4 2016Q3 202322
GLENMEDE TRUST CO NA 1910.00%0.00%0.00%Q3 2013Q3 202022
Impax Asset Management LTD 22220.32%1.16%2.13%Q1 2013Q2 201822
First Horizon Advisors, Inc. 1210.00%0.00%0.00%Q3 2013Q3 202322
JANE STREET GROUP, LLC 1420.00%0.00%0.01%Q1 2014Q3 202322
TUDOR INVESTMENT CORP ET AL 1010.01%0.03%0.12%Q2 2015Q3 202321
CAPTRUST FINANCIAL ADVISORS 940.00%0.00%0.03%Q4 2017Q3 202321
Zebra Capital Management LLC 1470.16%0.38%0.56%Q2 2013Q2 201921
BARINGS LLC 21210.01%0.01%0.03%Q3 2013Q3 201821
Engineers Gate Manager LP 510.02%0.09%0.31%Q1 2015Q3 202321
TOCQUEVILLE ASSET MANAGEMENT L.P. 1320.00%0.18%0.48%Q2 2013Q3 202321
Baillie Gifford 1560.00%0.01%0.02%Q3 2013Q1 202321
GENEVA CAPITAL MANAGEMENT LLC 1560.14%0.65%0.97%Q2 2013Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 640.00%0.01%0.02%Q2 2017Q3 202321
Mondrian Investment Partners LTD 21210.00%0.07%0.14%Q4 2015Q4 202021
Impax Asset Management Group plc 21210.31%0.44%0.57%Q3 2018Q3 202321
MASSMUTUAL TRUST CO FSB/ADV 1310.00%0.00%0.00%Q1 2014Q4 202321
DekaBank Deutsche Girozentrale 1210.00%0.01%0.02%Q1 2015Q3 202321
TFG Advisers LLC 20200.16%0.20%0.22%Q4 2018Q3 202320
F3Logic, LLC 20200.01%0.15%0.93%Q1 2018Q4 202220
ACADIAN ASSET MANAGEMENT LLC 1460.00%0.02%0.11%Q4 2013Q3 202320
Quantbot Technologies LP 310.00%0.03%0.13%Q2 2013Q3 202320
Holocene Advisors, LP 1810.00%0.02%0.03%Q4 2017Q3 202320
Rockefeller Capital Management L.P. 20200.00%0.00%0.01%Q1 2018Q4 202220
NORTH AMERICAN MANAGEMENT CORP 20200.10%0.13%0.17%Q2 2013Q1 201820
Riverview Trust Co 20200.02%0.03%0.04%Q4 2018Q3 202320
WEDBUSH SECURITIES INC 1420.01%0.02%0.03%Q2 2018Q3 202320
Epoch Investment Partners, Inc. 20200.02%0.11%0.24%Q4 2018Q3 202320
COMMONWEALTH BANK OF AUSTRALIA 1040.01%0.03%0.10%Q2 2013Q2 201920
Jefferies Group LLC 710.00%0.00%0.02%Q2 2013Q3 202220
Valtinson Bruner Financial Planning LLC 20200.12%0.20%0.41%Q4 2018Q3 202320
C M BIDWELL & ASSOCIATES LTD 1910.00%0.05%0.87%Q1 2016Q4 202120
American Portfolios Advisors 20200.00%0.00%0.00%Q4 2017Q3 202220
BESSEMER GROUP INC 910.00%0.00%0.00%Q2 2013Q3 202320
WINTON GROUP Ltd 1710.00%0.05%0.15%Q2 2014Q2 202320
PEAK6 Group LLC 310.00%0.00%0.01%Q2 2013Q2 201819
Private Capital Group, LLC 19190.02%0.02%0.07%Q4 2017Q2 202219
ARROW FINANCIAL CORP 1810.00%0.00%0.00%Q3 2014Q2 201919
FIRST MERCANTILE TRUST CO 19190.03%0.07%0.10%Q2 2013Q4 201719
Evercore Wealth Management, LLC 19190.00%0.00%0.01%Q2 2013Q4 201719
ROCKEFELLER FINANCIAL SERVICES INC 19190.00%0.00%0.01%Q2 2013Q4 201719
CWM, LLC 1180.00%0.00%0.00%Q4 2018Q3 202319
GREAT LAKES ADVISORS, LLC 19190.01%0.01%0.02%Q3 2016Q1 202119
Stonebridge Capital Advisors LLC 19190.02%0.03%0.05%Q1 2019Q3 202319
FRED ALGER MANAGEMENT, LLC 520.00%0.02%0.15%Q1 2014Q3 202319
MEEDER ASSET MANAGEMENT INC 1010.00%0.01%0.04%Q2 2017Q2 202319
Verition Fund Management LLC 310.00%0.05%0.31%Q4 2015Q3 202319
Weaver C. Barksdale & Associates, Inc. 19190.01%0.01%0.02%Q2 2013Q4 201719
Commonwealth Equity Services, Inc 18180.01%0.02%0.02%Q2 2013Q3 201718
MidWestOne Financial Group, Inc. 18180.21%0.26%0.37%Q2 2019Q3 202318
IBM Retirement Fund 1530.02%0.02%0.03%Q2 2013Q2 202118
Nationwide Fund Advisors 18180.04%0.06%0.08%Q2 2013Q3 201718
ENTERPRISE FINANCIAL SERVICES CORP 1440.00%0.00%0.00%Q1 2014Q1 202018
First Allied Advisory Services, Inc. 18180.01%0.01%0.01%Q2 2016Q3 202018
NATIXIS ADVISORS, L.P. 810.00%0.01%0.06%Q2 2013Q3 202318
BALYASNY ASSET MANAGEMENT L.P. 810.00%0.06%0.15%Q4 2013Q2 202317
Wealthspire Advisors, L.P. 17170.01%0.02%0.02%Q4 2015Q4 201917
Man Group plc 810.00%0.01%0.03%Q1 2018Q3 202317
CAPSTONE ASSET MANAGEMENT CO 17170.01%0.02%0.02%Q2 2013Q2 201717
NATIONAL PLANNING CORP 17170.03%0.04%0.05%Q3 2013Q3 201717
DUBUQUE BANK & TRUST CO 1610.00%0.06%0.10%Q2 2013Q4 201717
Glassman Wealth Services 17170.00%0.00%0.00%Q3 2019Q3 202317
Jacobi Capital Management LLC 17170.00%0.00%0.01%Q3 2017Q3 202117
SNS Financial Group, LLC 1010.02%0.05%0.10%Q4 2013Q3 202317
State of New Jersey Common Pension Fund D 17170.01%0.02%0.03%Q3 2019Q3 202317
ETF MANAGERS GROUP, LLC 1610.00%0.01%0.03%Q1 2016Q1 202117
RIVERHEAD CAPITAL MANAGEMENT LLC 17170.00%0.02%0.18%Q3 2015Q3 201917
JENSEN INVESTMENT MANAGEMENT INC 17170.01%0.02%0.02%Q3 2019Q3 202317
Mitsubishi UFJ Asset Management Co., Ltd. 1610.00%0.00%0.03%Q2 2013Q3 202317
Ellevest, Inc. 16160.00%0.01%0.03%Q4 2019Q3 202316
Advisors Asset Management, Inc. 16160.00%0.01%0.01%Q2 2013Q1 201716
Trexquant Investment LP 610.01%0.10%0.21%Q2 2016Q3 202316
LAZARD ASSET MANAGEMENT LLC 1420.00%0.00%0.01%Q1 2019Q3 202316
Sugarloaf Wealth Management, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
J.P. Morgan Private Wealth Advisors LLC 1510.00%0.00%0.01%Q1 2017Q3 202316
AGRAN LIBBIE 16160.79%1.12%1.43%Q2 2013Q1 201716
HM PAYSON & CO 1240.00%0.00%0.01%Q2 2019Q3 202316
LOS ANGELES CAPITAL MANAGEMENT LLC 1010.00%0.01%0.05%Q2 2013Q2 202316
Quadrature Capital Ltd 1010.01%0.05%0.28%Q4 2015Q3 202216
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 1060.00%0.00%0.01%Q2 2013Q3 202216
Values First Advisors, Inc. 16160.70%1.19%1.51%Q4 2019Q3 202316
KING LUTHER CAPITAL MANAGEMENT CORP 520.00%0.00%0.01%Q2 2013Q3 202316
Gleason Group, Inc. 16160.01%0.02%0.02%Q4 2019Q3 202316
Ensign Peak Advisors, Inc 16160.00%0.01%0.01%Q4 2019Q3 202316
Dynamic Technology Lab Private Ltd 510.05%0.16%0.39%Q3 2013Q3 202316
ICW Investment Advisors LLC 16160.57%0.64%0.72%Q4 2019Q3 202316
SECOR Capital Advisors, LP 1010.10%0.43%0.99%Q4 2013Q4 201816
Artisan Partners Limited Partnership 16160.05%0.10%0.15%Q2 2016Q1 202016
Qube Research & Technologies Ltd 910.00%0.04%0.12%Q2 2018Q3 202316
BlackRock Investment Management, LLC 15150.01%0.02%0.02%Q2 2013Q4 201615
Point72 Hong Kong Ltd 810.01%0.03%0.10%Q4 2016Q3 202115
Impax Asset Management (AIFM) Ltd 15152.15%3.49%5.31%Q4 2014Q2 201815
BLACKROCK ADVISORS LLC 15150.00%0.00%0.01%Q2 2013Q4 201615
Vulcan Value Partners, LLC 1410.15%0.34%0.73%Q2 2013Q2 201815
Cutler Group LLC / CA 610.00%0.00%0.00%Q4 2015Q4 201815
SPRUCEGROVE INVESTMENT MANAGEMENT LTD 15150.31%0.75%2.64%Q1 2020Q3 202315
OFI Advisors LLC 1140.02%0.03%0.03%Q3 2011Q3 201515
DEAN INVESTMENT ASSOCIATES, LLC 15150.22%0.38%0.85%Q1 2020Q3 202315
BlackRock Fund Advisors 15150.03%0.04%0.05%Q2 2013Q4 201615
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
NOMURA HOLDINGS INC 810.00%0.00%0.02%Q4 2012Q2 201815
CIBC Private Wealth Group, LLC 1230.00%0.00%0.00%Q4 2018Q3 202315
BROWN BROTHERS HARRIMAN & CO 710.00%0.00%0.00%Q2 2013Q3 202215
PrairieView Partners, LLC 15150.01%0.01%0.04%Q1 2020Q3 202315
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 15150.04%0.07%0.09%Q1 2018Q3 202115
Lindbrook Capital, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
FineMark National Bank & Trust 15150.00%0.00%0.00%Q2 2013Q4 201615
BlackRock Group LTD 15150.00%0.00%0.00%Q2 2013Q4 201615
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
Capital Advisory Group Advisory Services, LLC 710.01%0.02%0.04%Q1 2018Q1 202215
BlackRock Institutional Trust Company, N.A. 15150.02%0.02%0.03%Q2 2013Q4 201615
FIRST MANHATTAN CO. LLC. 770.00%0.00%0.00%Q2 2014Q3 202214
Parallax Volatility Advisers, L.P. 610.00%0.00%0.00%Q4 2013Q4 201814
Spot Trading L.L.C 310.00%0.00%0.00%Q2 2013Q1 201614
OppenheimerFunds, Inc. 14140.00%0.00%0.00%Q4 2015Q1 201914
WESTPORT RESOURCES MANAGEMENT INC 14140.00%0.00%0.00%Q2 2013Q3 201614
Proficio Capital Partners LLC 14140.00%0.01%0.01%Q1 2016Q2 201914
PATHSTONE FAMILY OFFICE, LLC 1130.00%0.01%0.02%Q1 2019Q3 202314
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 14140.01%0.05%0.33%Q2 2018Q3 202114
TRUIST FINANCIAL CORP 1010.00%0.00%0.00%Q4 2017Q3 202314
Mosaic Family Wealth, LLC 14140.00%0.05%0.08%Q4 2015Q1 201914
RAYMOND JAMES TRUST N.A. 14140.01%0.01%0.02%Q2 2020Q3 202314
Handelsbanken Fonder AB 14140.00%0.01%0.01%Q2 2020Q3 202314
Meristem Family Wealth, LLC 910.06%0.09%0.11%Q2 2013Q4 201914
AlphaCrest Capital Management LLC 1310.02%0.07%0.14%Q4 2018Q3 202214
Redmond Asset Management, LLC 14140.16%0.46%1.16%Q2 2013Q3 201614
O'Shares Investment Advisers, LLC 14140.10%0.15%0.20%Q4 2018Q1 202214
AMG Funds LLC 14140.36%0.45%0.61%Q3 2016Q4 201914
CANADA PENSION PLAN INVESTMENT BOARD 610.00%0.01%0.03%Q4 2013Q3 202314
HOLLAND CAPITAL MANAGEMENT LLC 860.02%0.06%0.12%Q2 2013Q1 201714
XPONANCE, INC. 14140.01%0.02%0.02%Q2 2020Q3 202314
Parkside Financial Bank & Trust 14140.00%0.00%0.00%Q2 2020Q3 202314
FIRST NATIONAL BANK OF OMAHA 13130.02%0.02%0.02%Q3 2020Q3 202313
QS Investors, LLC 13130.00%0.00%0.01%Q4 2015Q4 201813
SIMPLEX TRADING, LLC 610.00%0.00%0.01%Q4 2015Q4 202213
Banque Cantonale Vaudoise 13130.03%0.04%0.05%Q3 2020Q3 202313
1832 Asset Management L.P. 1110.00%0.01%0.03%Q1 2015Q3 202313
TFC Financial Management, Inc. 13130.00%0.00%0.00%Q3 2020Q3 202313
Janney Montgomery Scott LLC 1030.00%0.00%0.01%Q4 2019Q2 202313
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 710.01%0.05%0.09%Q1 2020Q3 202313
ASSETMARK, INC 13130.00%0.00%0.00%Q4 2015Q4 201813
JANICZEK WEALTH MANAGEMENT, LLC 13130.00%0.01%0.03%Q3 2020Q3 202313
KEYBANK NATIONAL ASSOCIATION/OH 13130.00%0.01%0.01%Q4 2012Q4 201513
Snowden Capital Advisors LLC 1210.00%0.08%0.11%Q1 2017Q4 202113
Vestmark Advisory Solutions, Inc. 1120.03%0.04%0.07%Q2 2019Q3 202313
Independent Portfolio Consultants, Inc. 850.01%0.09%0.21%Q4 2013Q2 201713
NewSquare Capital LLC 1010.00%0.18%0.29%Q2 2013Q2 202013
REGENTATLANTIC CAPITAL LLC 1110.01%0.02%0.02%Q4 2014Q2 202113
NEXT Financial Group, Inc 610.00%0.00%0.01%Q2 2014Q4 202113
AMUNDI ASSET MANAGEMENT US, INC. 13130.00%0.00%0.01%Q1 2018Q1 202113
COLUMBIA WANGER ASSET MANAGEMENT LLC 13130.30%1.92%2.68%Q2 2013Q2 201613
EVOKE WEALTH, LLC 13130.00%0.01%0.02%Q3 2019Q3 202213
NewEdge Advisors, LLC 620.00%0.01%0.02%Q3 2019Q3 202313
ZEVIN ASSET MANAGEMENT LLC 13130.11%0.15%0.19%Q2 2013Q2 201613
Cordasco Financial Network 13130.00%0.00%0.00%Q2 2019Q2 202213
Azimuth Capital Management LLC 610.01%0.01%0.02%Q4 2017Q1 202213
New England Research & Management, Inc. 940.14%0.47%0.95%Q4 2013Q1 202313
Illinois Municipal Retirement Fund 13130.02%0.03%0.05%Q3 2020Q3 202313
TORONTO DOMINION BANK 1120.00%0.00%0.00%Q1 2013Q1 201913
CI INVESTMENTS INC. 13130.00%0.00%0.00%Q3 2020Q3 202313
Glen Harbor Capital Management LLC 12120.01%0.02%0.03%Q4 2016Q3 201912
Tradition Wealth Management, LLC 12120.00%0.01%0.01%Q4 2020Q3 202312
FOX RUN MANAGEMENT, L.L.C. 510.09%0.20%0.38%Q4 2016Q2 202312
CITY HOLDING CO 12120.00%0.00%0.00%Q2 2016Q1 201912
CX Institutional 1110.00%0.00%0.01%Q1 2019Q2 202212
ExodusPoint Capital Management, LP 410.00%0.03%0.08%Q4 2018Q3 202312
RUSSELL FRANK CO/ 12120.00%0.00%0.00%Q2 2013Q1 201612
CREDIT AGRICOLE S A 610.00%0.00%0.01%Q3 2013Q3 201712
NewEdge Wealth, LLC 12120.02%0.04%0.10%Q4 2020Q3 202312
UBS AG 660.00%0.00%0.01%Q2 2013Q3 201412
AMP Capital Investors Ltd 620.00%0.01%0.03%Q2 2013Q4 201912
Elkfork Partners LLC 12120.01%0.02%0.02%Q4 2016Q3 201912
Assenagon Asset Management S.A. 710.00%0.02%0.04%Q3 2018Q3 202312
SYMPHONY ASSET MANAGEMENT LLC 660.06%0.11%0.15%Q2 2013Q2 201812
UNITED SERVICES AUTOMOBILE ASSOCIATION 930.00%0.01%0.02%Q2 2017Q4 202212
Private Advisor Group, LLC 710.00%0.01%0.02%Q1 2017Q3 202312
Sepio Capital, LP 12120.03%0.06%0.08%Q4 2018Q3 202112
Veritable, L.P. 610.00%0.01%0.01%Q4 2014Q2 202312
BANK OF NOVA SCOTIA 710.00%0.01%0.01%Q1 2017Q3 202312
Berger Financial Group, Inc 12120.09%0.27%0.44%Q4 2020Q3 202312
Bridgewater Associates 310.00%0.01%0.01%Q3 2015Q3 202212
Meadow Creek Investment Management LLC 12120.01%0.02%0.02%Q4 2016Q3 201912
Tyers Asset Management LLC 12120.01%0.02%0.02%Q4 2016Q3 201912
AVIVA PLC 620.00%0.01%0.03%Q4 2019Q3 202312
Virtus Fund Advisers, LLC 12120.00%0.07%0.20%Q2 2014Q1 201712
Lido Advisors, LLC 12120.00%0.01%0.03%Q4 2020Q3 202312
LONGFELLOW INVESTMENT MANAGEMENT CO LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Sciencast Management LP 410.07%0.25%0.82%Q1 2016Q3 202312
DF DENT & CO INC 12120.01%0.07%0.14%Q2 2013Q1 201612
Homrich & Berg 12120.01%0.01%0.03%Q4 2018Q3 202112
AHL Partners LLP 810.02%0.09%0.24%Q3 2014Q4 201711
PagnatoKarp Partners LLC 11110.07%0.21%0.54%Q3 2017Q1 202011
ALPS ADVISORS INC 720.00%0.02%0.06%Q1 2017Q3 202311
Quantinno Capital Management LP 810.05%0.15%0.43%Q3 2019Q3 202311
WOLVERINE TRADING, LLC 310.00%0.00%0.00%Q2 2017Q4 202111
FIDGEON TIMOTHY F 11110.16%0.21%0.24%Q1 2013Q3 201511
SEVEN EIGHT CAPITAL, LP 310.00%0.07%0.26%Q4 2015Q4 202111
HRT FINANCIAL LP 510.00%0.04%0.22%Q3 2019Q3 202311
WFG Advisors, LP 740.00%0.00%0.01%Q2 2013Q2 201711
Cornerstone Advisors, Inc. 11110.00%0.00%0.00%Q1 2018Q3 202011
BALDWIN BROTHERS LLC/MA 11110.00%0.00%0.00%Q2 2016Q4 201811
Stone Ridge Asset Management LLC 11110.05%0.08%0.17%Q4 2017Q2 202011
CAPITAL COUNSEL LLC/NY 11111.81%4.70%6.67%Q2 2013Q4 201511
Maryland State Retirement & Pension System 11110.01%0.02%0.04%Q1 2021Q3 202311
MARSHALL WACE, LLP 310.00%0.02%0.09%Q2 2014Q2 202311
LORD, ABBETT & CO. LLC 650.01%0.01%0.03%Q2 2013Q1 201711
Schonfeld Strategic Advisors LLC 410.00%0.02%0.09%Q1 2018Q3 202311
NOMURA ASSET MANAGEMENT CO LTD 710.00%0.00%0.01%Q4 2016Q3 202311
RENAISSANCE GROUP LLC 11110.03%0.54%1.25%Q1 2021Q3 202311
CAPITAL GUARDIAN TRUST CO 1010.00%0.00%0.00%Q4 2013Q3 201811
Willis Investment Counsel 11110.04%0.08%0.11%Q1 2021Q3 202311
GPS Wealth Strategies Group, LLC 730.00%0.00%0.01%Q1 2021Q3 202310
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 730.00%0.01%0.03%Q4 2016Q1 202210
Xact Kapitalforvaltning AB 10100.01%0.02%0.03%Q4 2017Q1 202010
Grantham, Mayo, Van Otterloo & Co. LLC 10100.00%0.01%0.02%Q1 2014Q2 201610
First Pacific Advisors, LP 10100.00%0.00%0.00%Q2 2013Q3 201510
INGALLS & SNYDER LLC 10100.01%0.02%0.02%Q2 2016Q3 201810
JANUS HENDERSON INVESTORS US LLC 910.00%0.00%0.00%Q2 2014Q1 201710
SNYDER CAPITAL MANAGEMENT L P 10100.06%0.08%0.10%Q2 2013Q3 201510
CARDEROCK CAPITAL MANAGEMENT INC 10100.20%0.73%1.14%Q2 2013Q3 201510
State of Wyoming 10100.02%0.09%0.12%Q2 2021Q3 202310
Marshall Wace North America L.P. 510.00%0.05%0.16%Q1 2017Q3 202010
WELLINGTON MANAGEMENT GROUP LLP 710.00%0.00%0.00%Q2 2013Q2 202210
FIRST QUADRANT LLC/CA 640.00%0.26%0.51%Q4 2016Q4 202010
Concord Wealth Partners 640.00%0.00%0.01%Q1 2021Q3 202310
Bank of New Hampshire 10100.20%0.23%0.28%Q2 2021Q3 202310
Perigon Wealth Management, LLC 510.01%0.03%0.05%Q1 2016Q4 202110
OAK FAMILY ADVISORS, LLC 910.09%0.15%0.47%Q4 2020Q3 202310
Citizens Business Bank 10100.05%0.15%0.19%Q4 2014Q1 201710
Omnia Family Wealth, LLC 10100.00%0.00%0.00%Q4 2016Q1 201910
VOLORIDGE INVESTMENT MANAGEMENT, LLC 610.00%0.04%0.08%Q4 2016Q3 202310
Stanley-Laman Group, Ltd. 10100.16%0.21%0.26%Q4 2017Q1 202010
OPPENHEIMER ASSET MANAGEMENT INC. 730.00%0.00%0.01%Q1 2017Q1 202010
Employees Retirement System of Texas 820.02%0.05%0.06%Q4 2013Q3 201910
COMPASS CAPITAL MANAGEMENT, INC 10100.05%3.05%3.72%Q2 2013Q3 201510
Mawer Investment Management Ltd. 10100.11%0.25%0.67%Q2 2013Q3 201510
SYNOVUS FINANCIAL CORP 510.00%0.00%0.00%Q1 2018Q2 202210
Somerset Trust Co 10100.13%0.15%0.17%Q2 2020Q3 202210
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.01%Q1 2021Q3 202310
TWIN CAPITAL MANAGEMENT INC 520.04%0.07%0.10%Q4 2013Q2 202210
Dynamic Capital Management Ltd 510.11%0.41%1.98%Q2 2014Q3 201910
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 630.00%0.01%0.02%Q3 2020Q4 20229
MANAGED ACCOUNT ADVISORS LLC 990.01%0.01%0.01%Q2 2013Q2 20159
Hoese & Co LLP 990.01%0.01%0.01%Q4 2021Q4 20239
ANCHOR CAPITAL ADVISORS LLC 990.04%0.62%0.73%Q1 2020Q1 20229
CWS Financial Advisors, LLC 420.08%0.09%0.12%Q4 2020Q3 20239
TCI Wealth Advisors, Inc. 410.00%0.00%0.00%Q3 2019Q1 20239
EULAV Asset Management 990.10%0.35%0.47%Q2 2013Q2 20159
Champlain Investment Partners, LLC 990.22%0.50%0.70%Q1 2015Q1 20179
BECK MACK & OLIVER LLC 990.01%0.01%0.01%Q2 2013Q2 20159
Eagle Bay Advisors LLC 630.01%0.01%0.02%Q2 2021Q3 20239
Y-Intercept (Hong Kong) Ltd 610.03%0.06%0.10%Q4 2020Q3 20239
GAMBLE JONES INVESTMENT COUNSEL 720.01%0.02%0.02%Q1 2017Q4 20229
McIlrath & Eck, LLC 990.01%0.01%0.02%Q4 2017Q4 20199
People's United Financial, Inc. 990.02%0.03%0.03%Q2 2013Q2 20159
Skandinaviska Enskilda Banken AB (publ) 990.00%0.00%0.01%Q3 2020Q3 20229
Inspire Investing, LLC 990.03%0.03%0.04%Q3 2021Q3 20239
Investors Financial Group, LLC 990.81%1.11%1.59%Q4 2019Q4 20219
OSSIAM 540.00%0.01%0.03%Q2 2019Q2 20239
ALGERT GLOBAL LLC 990.03%0.25%0.40%Q3 2021Q3 20239
AVITY INVESTMENT MANAGEMENT INC. 992.55%3.15%3.61%Q2 2013Q2 20159
Professional Financial Advisors, LLC 990.00%0.00%0.01%Q3 2020Q3 20229
Jupiter Investment Management Ltd 310.00%0.04%0.11%Q4 2013Q4 20189
Column Capital Advisors, LLC 990.01%0.01%0.02%Q4 2019Q4 20219
South Dakota Investment Council 990.01%0.01%0.01%Q4 2016Q4 20189
TRUEWEALTH LLC 990.00%0.00%0.01%Q4 2017Q4 20199
CIGNA INVESTMENTS INC /NEW 540.01%0.02%0.02%Q1 2017Q3 20219
Wealthcare Advisory Partners LLC 810.00%0.00%0.00%Q2 2018Q1 20219
Robeco Institutional Asset Management B.V. 610.00%0.03%0.07%Q4 2016Q3 20239
BOWEN HANES & CO INC 990.84%0.95%1.07%Q2 2013Q2 20159
RGT Wealth Advisors, LLC 990.15%0.59%0.96%Q3 2016Q3 20189
BENJAMIN EDWARDS INC 990.02%0.03%0.04%Q3 2021Q3 20239
MCKINLEY CAPITAL MANAGEMENT LLC 990.01%0.01%0.01%Q1 2017Q1 20199
Asset Dedication, LLC 410.00%0.00%0.01%Q4 2020Q3 20239
Vanguard Personalized Indexing Management, LLC 720.01%0.03%0.04%Q2 2021Q3 20239
NATIXIS 410.00%0.01%0.02%Q1 2017Q2 20229
Amundi 540.00%0.00%0.01%Q2 2021Q3 20239
APG Asset Management N.V. 510.00%0.01%0.02%Q3 2017Q3 20239
MARCO INVESTMENT MANAGEMENT LLC 990.02%0.08%0.14%Q2 2013Q2 20159
A.R.T. Advisors, LLC 210.02%0.06%0.13%Q2 2013Q4 20199
Resource Management, LLC 990.05%0.06%0.06%Q4 2017Q4 20199
PICTET ASSET MANAGEMENT SA 880.00%0.00%0.00%Q3 2021Q2 20238
FIRST HAWAIIAN BANK 710.00%0.01%0.01%Q4 2018Q4 20218
Marks Group Wealth Management, Inc 880.41%0.47%0.57%Q4 2021Q3 20238
First Personal Financial Services 710.00%0.00%0.00%Q4 2015Q2 20198
Atria Investments, Inc 710.01%0.02%0.03%Q2 2016Q3 20198
Virtu KCG Holdings LLC 420.01%0.01%0.02%Q3 2013Q1 20178
Teza Capital Management LLC 510.05%0.09%0.23%Q1 2017Q3 20238
Covestor Ltd 880.05%0.08%0.12%Q4 2021Q3 20238
MONTAG & CALDWELL, LLC 880.01%0.01%0.01%Q2 2013Q1 20158
Heritage Trust Co 880.02%0.02%0.02%Q1 2017Q4 20188
Blueshift Asset Management, LLC 410.03%0.08%0.14%Q4 2018Q4 20218
JOHNSON INVESTMENT COUNSEL INC 880.02%0.02%0.03%Q4 2021Q3 20238
BREWIN DOLPHIN LTD 880.00%0.00%0.00%Q3 2017Q2 20198
Allspring Global Investments Holdings, LLC 880.23%0.32%0.40%Q4 2021Q3 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.04%0.05%0.05%Q4 2021Q3 20238
WEBSTER BANK, N. A. 880.00%0.00%0.01%Q4 2021Q3 20238
BOOTHBAY FUND MANAGEMENT, LLC 410.01%0.08%0.47%Q2 2015Q2 20238
Clean Yield Group 310.00%0.03%0.05%Q1 2015Q2 20198
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.02%Q4 2021Q3 20238
Penserra Capital Management LLC 530.00%0.00%0.00%Q4 2015Q2 20198
SUNTRUST BANKS INC 610.00%0.00%0.00%Q2 2013Q3 20168
EDGE ASSET MANAGEMENT, INC 880.14%0.16%0.18%Q2 2015Q1 20178
AVANTAX ADVISORY SERVICES, INC. 880.00%0.00%0.00%Q4 2021Q3 20238
Broderick Brian C 880.09%0.17%0.21%Q4 2015Q3 20178
MID CONTINENT CAPITAL LLC/IL 880.01%0.02%0.02%Q2 2013Q1 20158
Apollon Wealth Management, LLC 880.04%0.05%0.06%Q4 2021Q3 20238
MACKENZIE FINANCIAL CORP 440.00%0.07%0.16%Q2 2013Q3 20238
Pinnacle Summer Investments, Inc. 880.01%0.01%0.02%Q2 2013Q1 20158
FourThought Financial, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
1st Global Advisors, Inc. 620.03%0.04%0.04%Q4 2014Q2 20178
ZACKS INVESTMENT MANAGEMENT 510.01%0.09%0.18%Q4 2016Q1 20238
MSI Financial Services Inc 880.00%0.00%0.00%Q1 2015Q4 20168
PIEDMONT INVESTMENT ADVISORS INC 880.00%0.03%0.04%Q2 2018Q1 20208
Stiles Financial Services Inc 880.12%0.13%0.16%Q4 2021Q3 20238
WOLFF WIESE MAGANA LLC 880.01%0.02%0.02%Q4 2020Q3 20228
PDT Partners, LLC 310.01%0.06%0.15%Q2 2013Q2 20238
STRS OHIO 420.00%0.01%0.01%Q1 2019Q3 20238
BOSTON PRIVATE BANK & TRUST CO 880.02%0.03%0.03%Q2 2013Q1 20158
OCCUDO QUANTITATIVE STRATEGIES LP 510.03%0.10%0.21%Q1 2021Q3 20238
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT 880.14%0.16%0.17%Q1 2013Q4 20148
JFS WEALTH ADVISORS, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Summit Trail Advisors, LLC 710.00%0.01%0.02%Q4 2017Q3 20238
BlueCrest Capital Management Ltd 310.02%0.08%0.44%Q4 2015Q1 20238
DUPONT CAPITAL MANAGEMENT CORP 210.01%0.02%0.05%Q4 2018Q4 20228
Covington Capital Management 880.00%0.00%0.00%Q3 2017Q2 20198
CLINTON GROUP INC 410.02%0.10%0.28%Q2 2013Q3 20178
PRIVATE TRUST CO NA 620.00%0.00%0.00%Q2 2014Q3 20238
USA FINANCIAL FORMULAS 530.00%0.05%0.20%Q2 2021Q3 20238
MARTINGALE ASSET MANAGEMENT L P 880.00%0.06%0.17%Q4 2021Q3 20238
RATIONAL ADVISORS LLC 440.01%0.24%1.29%Q1 2013Q3 20178
GAM Holding AG 610.01%0.03%0.04%Q4 2017Q4 20197
COLONY GROUP LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Point72 Asset Management, L.P. 310.00%0.00%0.01%Q3 2015Q3 20237
CAPITAL FUND MANAGEMENT S.A. 410.00%0.01%0.03%Q3 2014Q3 20207
Aquatic Capital Management LLC 610.00%0.02%0.05%Q4 2021Q3 20237
Vident Investment Advisory, LLC 770.02%0.04%0.07%Q1 2017Q3 20187
PALISADE CAPITAL MANAGEMENT, LP 770.01%0.04%0.07%Q1 2022Q3 20237
Ethic Inc. 770.02%0.03%0.04%Q1 2022Q3 20237
STEVENS CAPITAL MANAGEMENT LP 210.02%0.06%0.11%Q2 2013Q3 20197
PRUDENTIAL PLC 210.00%0.00%0.01%Q4 2018Q3 20237
Bell Investment Advisors, Inc 610.00%0.00%0.00%Q3 2021Q3 20237
Prestige Wealth Management Group LLC 610.00%0.00%0.00%Q4 2018Q1 20227
TLP GROUP LLC 520.13%0.21%0.38%Q1 2016Q2 20187
AGF INVESTMENTS INC. 770.09%0.18%0.32%Q2 2015Q4 20167
AMG National Trust Bank 770.03%0.04%0.05%Q1 2022Q3 20237
PSI Advisors, LLC 520.00%0.00%0.00%Q4 2021Q3 20237
Placemark Investments, Inc. 770.03%0.03%0.03%Q2 2013Q4 20147
Rehmann Capital Advisory Group 770.01%0.02%0.02%Q1 2018Q3 20197
ADVANTAGE INVESTMENT MANAGEMENT, LLC 610.03%0.03%0.03%Q4 2016Q3 20197
GREAT VALLEY ADVISOR GROUP, INC. 770.01%0.02%0.02%Q1 2022Q3 20237
Riverwater Partners LLC 770.21%0.24%0.31%Q2 2022Q4 20237
SIT INVESTMENT ASSOCIATES INC 770.08%0.09%0.10%Q1 2022Q3 20237
EXCHANGE TRADED CONCEPTS, LLC 310.00%0.00%0.01%Q4 2020Q2 20237
FARMERS & MERCHANTS INVESTMENTS INC 520.00%0.00%0.00%Q3 2021Q3 20237
JONES FINANCIAL COMPANIES LLLP 520.00%0.00%0.00%Q2 2013Q4 20217
Savior LLC 770.00%0.00%0.01%Q4 2019Q2 20217
Greenhouse Funds LLLP 772.14%3.03%3.90%Q3 2020Q1 20227
UMB Bank, n.a. 770.00%0.01%0.01%Q4 2021Q2 20237
Sowell Financial Services LLC 770.00%0.01%0.01%Q3 2019Q1 20217
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 770.01%0.01%0.01%Q3 2011Q1 20137
Granite Bay Wealth Management, LLC 610.56%0.64%0.88%Q4 2021Q3 20237
PRELUDE CAPITAL MANAGEMENT, LLC 310.00%0.01%0.03%Q4 2013Q2 20237
Versor Investments LP 430.01%0.04%0.08%Q2 2021Q3 20237
Hollow Brook Wealth Management LLC 520.44%0.84%1.37%Q4 2021Q3 20237
Virtu Financial LLC 210.01%0.02%0.04%Q1 2018Q3 20237
Berman Capital Advisors, LLC 770.00%0.00%0.00%Q1 2020Q3 20217
Parametrica Management Ltd 310.13%0.66%1.32%Q3 2015Q4 20187
Perkins Investment Management, LLC 770.02%0.63%1.10%Q3 2015Q1 20177
Claro Advisors LLC 610.02%0.12%0.16%Q4 2018Q3 20237
Assured Investment Management LLC 770.00%0.01%0.03%Q3 2016Q1 20187
MANNING & NAPIER ADVISORS LLC 770.00%0.00%0.01%Q1 2014Q3 20157
TOWNSQUARE CAPITAL LLC 420.01%0.02%0.02%Q1 2019Q3 20236
CSat Investment Advisory, L.P. 660.00%0.00%0.01%Q2 2019Q3 20206
EAGLE ASSET MANAGEMENT INC 660.02%0.03%0.03%Q2 2013Q3 20146
Orion Portfolio Solutions, LLC 330.00%0.01%0.03%Q4 2019Q3 20236
Unified Trust Company, N.A. 661.76%2.22%2.47%Q4 2018Q1 20206
Magnetar Financial LLC 310.00%0.01%0.03%Q3 2017Q1 20216
ONTARIO TEACHERS PENSION PLAN BOARD 330.01%0.03%0.06%Q4 2020Q3 20236
Timber Hill LLC 410.00%0.00%0.00%Q3 2013Q1 20176
CONGRESS ASSET MANAGEMENT CO /MA 660.01%0.34%0.52%Q2 2013Q3 20146
NN Investment Partners Holdings N.V. 660.00%0.01%0.01%Q1 2016Q2 20176
BALLAST ADVISORS LLC 410.08%0.08%0.09%Q2 2021Q3 20236
Brinker Capital Investments, LLC 510.00%0.01%0.02%Q4 2020Q4 20226
SeaCrest Wealth Management, LLC 660.01%0.01%0.01%Q4 2017Q1 20196
GAM SYSTEMATIC LLP 510.01%0.09%0.29%Q3 2015Q3 20176
BerganKDV Wealth Management, LLC 510.06%0.10%0.12%Q1 2019Q2 20236
Disciplined Investments, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
Oak Thistle LLC 510.15%0.42%0.72%Q4 2021Q3 20236
SJS Investment Consulting Inc. 510.00%0.00%0.00%Q1 2022Q3 20236
Azimuth Capital Investment Management LLC 660.01%0.02%0.02%Q2 2022Q3 20236
Gideon Capital Advisors, Inc. 210.13%0.22%0.47%Q3 2015Q4 20186
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 310.02%0.04%0.08%Q4 2018Q3 20236
Fieldpoint Private Securities, LLC 660.00%0.00%0.00%Q4 2020Q1 20226
Bangor Savings Bank 660.01%0.01%0.01%Q2 2022Q3 20236
Biltmore Wealth Management, LLC 661.13%1.30%1.52%Q4 2014Q1 20166
NumerixS Investment Technologies Inc 310.00%0.04%0.10%Q2 2016Q1 20196
Absolute Return Capital, LLC 330.04%0.07%0.16%Q2 2013Q3 20156
BAILARD, INC. 410.01%0.01%0.01%Q3 2018Q4 20216
Avidian Wealth Solutions, LLC 420.01%0.01%0.02%Q1 2021Q2 20236
CAXTON ASSOCIATES LP 210.03%0.05%0.07%Q1 2020Q2 20236
Calvert Investment Management, Inc. 510.01%0.01%0.02%Q1 2015Q4 20166
Harvey Partners, LLC 551.70%2.64%4.91%Q2 2015Q2 20166
APOGEM CAPITAL LLC 660.36%0.57%0.74%Q4 2020Q1 20226
OPPENHEIMER & CO INC 660.01%0.01%0.01%Q2 2017Q3 20186
Counsel Portfolio Services Inc. 660.06%0.07%0.07%Q4 2013Q1 20156
BRADLEY FOSTER & SARGENT INC/CT 510.02%0.05%0.07%Q2 2013Q1 20196
DUALITY ADVISERS, LP 310.02%0.15%0.27%Q3 2020Q1 20236
OAKBROOK INVESTMENTS LLC 510.01%0.01%0.02%Q2 2013Q2 20176
Edgestream Partners, L.P. 420.03%0.09%0.25%Q3 2021Q2 20236
Schubert & Co 660.00%0.00%0.01%Q4 2021Q1 20236
DAVIS-REA LTD. 661.25%2.15%2.94%Q3 2013Q4 20146
OMERS ADMINISTRATION Corp 210.01%0.02%0.04%Q2 2014Q3 20186
Quent Capital, LLC 510.00%0.00%0.01%Q4 2021Q3 20236
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Cetera Advisor Networks LLC 510.00%0.00%0.00%Q2 2020Q3 20236
Catalyst Capital Advisors LLC 210.00%0.07%0.17%Q2 2015Q3 20236
MASTRAPASQUA ASSET MANAGEMENT INC 510.17%0.20%0.23%Q2 2013Q4 20146
Capital Advisors, Ltd. LLC 660.00%0.00%0.00%Q2 2022Q3 20236
First Eagle Investment Management, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Covea Finance 660.12%0.14%0.16%Q3 2022Q4 20236
BARROW HANLEY MEWHINNEY & STRAUSS LLC 660.00%0.00%0.00%Q2 2017Q3 20186
NATIONAL PENN INVESTORS TRUST CO /PA 660.02%0.02%0.03%Q4 2013Q1 20156
Neo Ivy Capital Management 310.08%0.34%0.52%Q1 2020Q2 20235
DELTA LLOYD NV 550.18%0.21%0.23%Q2 2013Q2 20145
Airain ltd 210.01%0.08%0.15%Q2 2013Q2 20175
Sutton Wealth Advisors Inc. 550.00%0.00%0.00%Q4 2021Q4 20225
Campbell & CO Investment Adviser LLC 210.09%0.34%0.91%Q3 2015Q2 20235
Atria Wealth Solutions, Inc. 410.00%0.00%0.01%Q1 2022Q3 20235
Standard Family Office LLC 410.02%0.10%0.13%Q4 2020Q3 20225
Financial Architects, Inc 550.00%0.00%0.00%Q1 2016Q1 20175
BNP Paribas Asset Management Holding S.A. 550.00%0.01%0.01%Q3 2015Q3 20165
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. 550.10%0.20%0.32%Q4 2019Q4 20205
Cresset Asset Management, LLC 320.00%0.00%0.01%Q2 2020Q3 20235
Quantum Private Wealth, LLC 410.08%0.11%0.13%Q4 2021Q3 20235
GHP Investment Advisors, Inc. 550.05%0.08%0.12%Q3 2022Q3 20235
Nelson Capital Management, LLC 550.01%0.01%0.01%Q2 2013Q2 20145
MAI Capital Management 550.05%0.06%0.06%Q2 2013Q2 20145
CenturyLink Investment Management Co 550.08%0.17%0.19%Q2 2013Q2 20145
ETRADE Capital Management LLC 310.00%0.01%0.01%Q3 2013Q1 20195
AUA CAPITAL MANAGEMENT, LLC 550.00%0.00%0.00%Q4 2021Q4 20225
PRIMECAP MANAGEMENT CO/CA/ 550.00%0.03%0.05%Q2 2013Q2 20145
ARMSTRONG HENRY H ASSOCIATES INC 410.03%0.05%0.06%Q3 2014Q3 20185
Bayesian Capital Management, LP 210.06%0.18%0.34%Q2 2016Q1 20235
Winthrop Advisory Group LLC 410.12%0.15%0.16%Q4 2020Q1 20225
Wilmington Trust, National Association 550.01%0.02%0.02%Q2 2013Q2 20145
BOK Financial Private Wealth, Inc. 410.01%0.01%0.02%Q4 2019Q1 20235
ADIRONDACK TRUST CO 550.02%0.03%0.04%Q3 2022Q3 20235
Spark Investment Management LLC 550.14%0.49%0.92%Q2 2019Q2 20205
HB Wealth Management, LLC 410.00%0.00%0.01%Q4 2021Q2 20235
Jump Financial, LLC 210.04%0.09%0.16%Q4 2020Q1 20235
Twin Tree Management, LP 210.00%0.00%0.00%Q1 2020Q4 20215
WELCH & FORBES LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Squar Milner Financial Services LLC 550.00%0.00%0.01%Q2 2018Q2 20195
Centiva Capital, LP 210.01%0.01%0.02%Q3 2020Q3 20235
Alberta Investment Management Corp 210.00%0.01%0.02%Q1 2017Q2 20235
Ergoteles LLC 210.01%0.04%0.09%Q1 2021Q2 20235
One Wealth Advisors, LLC 410.00%0.01%0.01%Q4 2017Q1 20195
Dougherty Wealth Advisers LLC 550.08%0.11%0.22%Q4 2018Q4 20195
OXFORD ASSET MANAGEMENT LLP 210.01%0.02%0.04%Q2 2017Q3 20195
EverSource Wealth Advisors, LLC 550.00%0.00%0.01%Q3 2022Q3 20235
CAPSTONE INVESTMENT ADVISORS, LLC 320.01%0.04%0.10%Q4 2015Q1 20175
Carroll Financial Associates, Inc. 550.00%0.00%0.00%Q2 2019Q2 20205
Harfst & Associates, Inc. 320.01%0.02%0.03%Q2 2015Q2 20175
FIL Ltd 550.06%0.10%0.21%Q2 2013Q2 20145
ROMANO BROTHERS AND COMPANY 550.17%0.22%0.25%Q3 2022Q3 20235
Wealthspire Advisors, LLC 410.00%0.00%0.01%Q4 2018Q3 20235
Cipher Capital LP 210.03%0.10%0.19%Q4 2013Q1 20215
I.G. INVESTMENT MANAGEMENT, LTD. 410.01%0.01%0.03%Q2 2013Q2 20155
NORDEA INVESTMENT MANAGEMENT AB 550.00%0.01%0.01%Q4 2020Q4 20215
M&R CAPITAL MANAGEMENT INC 550.00%0.00%0.00%Q4 2022Q4 20235
ArrowMark Colorado Holdings LLC 550.38%0.50%0.59%Q3 2015Q3 20165
Jaffetilchin Investment Partners, LLC 410.13%0.14%0.18%Q2 2013Q3 20145
SIPHRON CAPITAL MANAGEMENT /CA/ 552.79%2.96%3.15%Q2 2013Q2 20145
RMB Capital Management, LLC 410.02%0.02%0.02%Q4 2018Q3 20235
TWINBEECH CAPITAL LP 110.04%0.09%0.12%Q1 2020Q2 20235
CHICAGO EQUITY PARTNERS LLC 410.02%0.05%0.10%Q4 2016Q4 20185
ZEKE CAPITAL ADVISORS, LLC 550.11%0.20%0.25%Q1 2017Q1 20185
CrestPoint Capital Management, LLC 550.14%0.17%0.19%Q4 2013Q4 20145
ELLINGTON MANAGEMENT GROUP LLC 210.04%0.11%0.17%Q3 2016Q3 20195
LEVIN CAPITAL STRATEGIES, L.P. 550.02%0.02%0.02%Q4 2014Q4 20155
Beacon Pointe Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Cetera Investment Advisers 310.00%0.00%0.01%Q4 2020Q4 20214
PICTON MAHONEY ASSET MANAGEMENT 440.00%0.01%0.01%Q1 2014Q4 20144
Wealth Quarterback LLC 220.00%0.00%0.00%Q4 2019Q3 20214
Arkadios Wealth Advisors 440.00%0.00%0.00%Q4 2020Q3 20214
Asset Management One Co., Ltd. 440.00%0.00%0.00%Q1 2015Q4 20154
KOCH INDUSTRIES INC 440.03%0.13%0.18%Q2 2017Q1 20184
CIM, LLC 440.20%0.25%0.27%Q2 2013Q1 20144
Acrospire Investment Management LLC 310.01%0.08%0.18%Q2 2016Q2 20174
CITIZENS FINANCIAL GROUP INC/RI 310.00%0.00%0.00%Q4 2015Q2 20204
Hennion & Walsh Asset Management, Inc. 440.01%0.02%0.02%Q4 2022Q3 20234
FCF Advisors LLC 310.26%0.81%1.03%Q1 2017Q4 20234
MOORE CAPITAL MANAGEMENT, LP 440.00%0.01%0.01%Q1 2014Q4 20144
Pearl River Capital, LLC 210.04%0.07%0.10%Q4 2018Q3 20234
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Plante Moran Financial Advisors, LLC 310.00%0.03%0.04%Q3 2019Q3 20204
Allworth Financial LP 310.00%0.00%0.00%Q2 2022Q3 20234
Diversified Trust Co 210.02%0.02%0.02%Q2 2021Q2 20234
Stratos Wealth Partners, LTD. 210.00%0.02%0.06%Q4 2016Q3 20184
OneDigital Investment Advisors LLC 440.02%0.02%0.02%Q3 2019Q2 20204
Chiron Investment Management, LLC 440.01%1.15%1.75%Q1 2017Q4 20174
RELIANCE TRUST CO OF DELAWARE 440.06%0.06%0.07%Q3 2015Q2 20164
AXA S.A. 440.00%0.02%0.03%Q4 2020Q3 20214
MOTCO 440.00%0.00%0.00%Q1 2020Q4 20204
HUSSMAN STRATEGIC ADVISORS, INC. 440.76%1.09%1.51%Q4 2016Q3 20174
SHERBROOKE PARK ADVISERS LLC 440.07%0.39%0.68%Q4 2022Q3 20234
CADENCE CAPITAL MANAGEMENT LLC 440.09%0.09%0.10%Q1 2017Q4 20174
Global Retirement Partners, LLC 310.00%0.00%0.00%Q1 2021Q3 20234
RK Capital 221.56%1.99%2.86%Q1 2016Q2 20174
Magnus Financial Group LLC 440.04%0.04%0.05%Q1 2019Q4 20194
FORT, L.P. 440.08%0.09%0.09%Q4 2018Q3 20194
HIGH POINT BANK & TRUST CO 440.00%0.00%0.00%Q1 2016Q4 20164
Advisors Capital Management, LLC 440.02%0.04%0.05%Q4 2022Q3 20234
XTX Topco Ltd 110.04%0.10%0.13%Q4 2021Q3 20234
WEALTHFRONT Corp 440.00%0.00%0.00%Q4 2014Q3 20154
Artemis Wealth Advisors, LLC 110.00%0.01%0.01%Q4 2019Q3 20234
Sageworth Trust Co 310.00%0.00%0.00%Q2 2021Q4 20224
Invictus RG 310.08%0.31%0.43%Q4 2016Q4 20174
Maple Capital Management, Inc. 440.08%0.09%0.10%Q3 2014Q2 20154
RAMSEY QUANTITATIVE SYSTEMS 440.60%0.68%0.82%Q4 2015Q3 20164
Archford Capital Strategies, LLC 440.00%0.00%0.00%Q2 2014Q1 20154
Personal Wealth Partners 310.00%0.00%0.00%Q2 2019Q2 20214
ENCOMPASS WEALTH ADVISORS, LLC 440.07%0.07%0.08%Q4 2022Q3 20234
CAROLINAS WEALTH CONSULTING LLC 440.00%0.00%0.00%Q1 2021Q4 20214
BB&T SECURITIES, LLC 310.00%0.00%0.00%Q3 2018Q3 20194
Corient Private Wealth LLC 440.01%0.01%0.01%Q4 2022Q3 20234
KBC Group NV 440.00%0.00%0.00%Q2 2016Q1 20174
Sonora Investment Management, LLC 440.00%0.00%0.01%Q4 2020Q3 20214
DFPG INVESTMENTS, LLC 440.03%0.03%0.04%Q4 2022Q3 20234
Echo Street Capital Management LLC 210.00%0.02%0.03%Q3 2015Q2 20234
Sendero Wealth Management, LLC 440.09%0.11%0.13%Q4 2022Q3 20234
Graham Capital Management, L.P. 440.01%0.06%0.14%Q4 2022Q3 20234
Meiji Yasuda Asset Management Co Ltd. 440.10%0.17%0.26%Q1 2022Q4 20224
BRASADA CAPITAL MANAGEMENT, LP 440.00%0.01%0.01%Q1 2018Q4 20184
JOYN Advisors, Inc. 440.00%0.00%0.00%Q1 2018Q4 20184
Aston Asset Management, LLC 440.30%0.43%0.52%Q3 2015Q2 20164
ALPHASIMPLEX GROUP, LLC 440.25%0.35%0.40%Q2 2020Q1 20214
TWO SIGMA SECURITIES, LLC 110.00%0.04%0.15%Q2 2016Q1 20234
TFO Wealth Partners, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Great Waters Wealth Management 440.40%0.43%0.47%Q4 2022Q3 20234
NatWest Group plc 440.01%0.02%0.03%Q2 2013Q1 20144
Zions Bancorporation, N.A. 440.00%0.00%0.01%Q3 2021Q2 20224
First PREMIER Bank 440.00%0.00%0.00%Q3 2019Q2 20204
SAC Capital Advisors LP 440.00%0.02%0.05%Q2 2013Q1 20144
440 INVESTMENT GROUP, LLC 440.69%0.73%0.81%Q1 2017Q4 20174
Buffington Mohr McNeal 310.02%0.29%0.43%Q4 2015Q1 20194
WELD CAPITAL MANAGEMENT LLC 310.06%0.19%0.39%Q4 2018Q1 20204
GENERATION INVESTMENT MANAGEMENT LLP 440.27%0.53%1.16%Q3 2015Q2 20164
GROUP ONE TRADING, L.P. 110.00%0.00%0.00%Q2 2021Q2 20234
HEARTLAND ADVISORS INC 440.31%0.45%0.52%Q1 2020Q4 20204
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 440.05%0.12%0.24%Q4 2022Q3 20234
Innovative Portfolios 330.80%0.80%0.80%Q2 2021Q4 20213
MERCER GLOBAL ADVISORS INC /ADV 210.00%0.00%0.00%Q1 2021Q4 20213
TRUST CO OF VERMONT 330.00%0.00%0.00%Q1 2023Q3 20233
Vestcor Inc 330.01%0.01%0.03%Q1 2023Q3 20233
PIN OAK INVESTMENT ADVISORS INC 330.01%0.01%0.01%Q4 2020Q2 20213
Kore Private Wealth LLC 210.00%0.01%0.01%Q4 2018Q1 20203
GENERAL MOTORS INVESTMENT MANAGEMENT CORP 330.06%0.07%0.08%Q1 2014Q3 20143
Gladius Capital Management LP 330.00%0.01%0.01%Q4 2021Q2 20223
Richard Bernstein Advisors LLC 330.11%0.12%0.13%Q2 2018Q4 20183
Harel Insurance Investments & Financial Services Ltd. 330.00%0.02%0.02%Q1 2023Q3 20233
KINGS POINT CAPITAL MANAGEMENT 330.00%0.00%0.00%Q3 2021Q1 20223
WESTPAC BANKING CORP 330.07%0.07%0.08%Q1 2021Q3 20213
PUTNAM INVESTMENTS LLC 210.00%0.01%0.01%Q4 2021Q2 20233
HIGHBRIDGE CAPITAL MANAGEMENT LLC 110.00%0.01%0.02%Q2 2013Q4 20163
Halpern Financial, Inc. 330.00%0.00%0.00%Q1 2021Q3 20213
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 330.77%0.80%0.82%Q2 2013Q4 20133
Itau Unibanco Holding S.A. 210.00%0.00%0.00%Q4 2018Q2 20233
AIGEN INVESTMENT MANAGEMENT, LP 110.00%0.02%0.03%Q1 2020Q4 20223
Independence Capital Asset Partners, LLC 330.87%1.23%1.50%Q3 2013Q1 20143
Wilmington Funds Management Corp 330.02%0.02%0.02%Q4 2013Q2 20143
iSAM Funds (UK) Ltd 210.34%0.57%0.90%Q4 2022Q3 20233
Realta Investment Advisors 330.00%0.00%0.00%Q2 2019Q4 20193
Petrus Trust Company, LTA 210.04%0.07%0.09%Q4 2021Q3 20233
Laurion Capital Management LP 110.00%0.01%0.01%Q2 2017Q2 20203
Ceredex Value Advisors LLC 330.19%0.25%0.30%Q4 2020Q2 20213
AEGON ASSET MANAGEMENT UK PLC 330.02%0.02%0.02%Q4 2016Q2 20173
Cerity Partners LLC 330.00%0.00%0.00%Q1 2023Q3 20233
COMMERZBANK AKTIENGESELLSCHAFT /FI 330.00%0.00%0.00%Q2 2013Q4 20133
PineBridge Investments, L.P. 210.00%0.01%0.01%Q4 2021Q2 20233
Beacon Capital Management, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
MIRABELLA FINANCIAL SERVICES LLP 210.03%0.04%0.06%Q3 2020Q2 20223
Penobscot Investment Management Company, Inc. 210.03%0.03%0.04%Q2 2021Q2 20233
AJO, LP 110.00%0.03%0.06%Q4 2017Q4 20203
Busey Bank 330.07%0.07%0.08%Q2 2013Q4 20133
Raub Brock Capital Management LP 333.74%3.87%4.05%Q3 2014Q1 20153
FORA Capital, LLC 110.03%0.04%0.05%Q1 2020Q2 20213
Savant Capital, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Spire Wealth Management 110.00%0.00%0.00%Q4 2021Q3 20233
Leeward Financial Partners, LLC 330.12%0.17%0.28%Q1 2023Q3 20233
Patriot Financial Group Insurance Agency, LLC 330.01%0.01%0.01%Q3 2017Q1 20183
Icon Wealth Partners, LLC 110.01%0.01%0.01%Q4 2017Q1 20193
ING GROEP NV 210.00%0.01%0.02%Q3 2018Q2 20193
PALLADIEM, LLC 330.01%0.01%0.01%Q4 2014Q2 20153
Graticule Asia Macro Advisors LLC 210.08%0.17%0.27%Q4 2015Q2 20213
TIAA, FSB 330.00%0.00%0.00%Q4 2022Q2 20233
Ardevora Asset Management LLP 330.69%0.77%0.82%Q1 2021Q3 20213
Gallagher Fiduciary Advisors, LLC 330.04%0.04%0.04%Q1 2023Q3 20233
Fisher Asset Management, LLC 330.00%0.00%0.00%Q4 2013Q2 20143
Point72 Middle East FZE 210.02%0.03%0.05%Q4 2022Q3 20233
Tidal Investments LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Procyon Advisors, LLC 330.06%0.07%0.07%Q4 2019Q2 20203
CIBC WORLD MARKET INC. 330.00%0.00%0.01%Q3 2018Q1 20193
ALBION FINANCIAL GROUP /UT 330.00%0.00%0.00%Q4 2021Q2 20223
Koshinski Asset Management, Inc. 330.01%0.01%0.01%Q3 2021Q1 20223
MONTAGE INVESTMENTS, LLC 330.41%0.45%0.48%Q1 2016Q3 20163
Endurance Wealth Management, Inc. 330.00%0.00%0.00%Q2 2015Q4 20153
Capital Bank & Trust Co 210.00%0.00%0.00%Q3 2018Q4 20193
Walleye Capital LLC 110.00%0.07%0.19%Q1 2022Q3 20233
Sageworth Trust Co of South Dakota 330.01%0.02%0.05%Q4 2021Q2 20223
CIBC WORLD MARKETS CORP 110.01%0.01%0.03%Q4 2019Q4 20223
HBK INVESTMENTS L P 110.00%0.00%0.00%Q3 2013Q1 20193
Vigilant Capital Management, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
DARK FOREST CAPITAL MANAGEMENT LP 330.03%0.14%0.24%Q1 2023Q3 20233
CI Global Investments Inc. 330.00%0.00%0.00%Q4 2017Q2 20183
Clark Capital Management Group, Inc. 330.01%0.01%0.01%Q4 2020Q2 20213
MAVERICK CAPITAL LTD 110.00%0.00%0.01%Q1 2021Q3 20212
CAMBRIDGE TRUST CO 220.20%0.23%0.26%Q2 2023Q3 20232
Lee Financial Co 220.00%0.00%0.00%Q1 2018Q2 20182
Convergence Investment Partners, LLC 220.14%0.19%0.23%Q1 2017Q2 20172
WealthTrust-Arizona, LLC 220.07%0.07%0.07%Q2 2013Q3 20132
Canton Hathaway, LLC 110.00%0.02%0.03%Q3 2020Q1 20212
Olympiad Research LP 110.27%0.34%0.41%Q2 2020Q2 20232
Quarry LP 220.00%0.00%0.01%Q4 2022Q1 20232
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
WealthBridge Capital Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Fortis Group Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20232
Woodline Partners LP 220.04%0.08%0.12%Q1 2023Q2 20232
AIA Group Ltd 220.03%0.03%0.03%Q2 2023Q3 20232
NORTHERN TRUST CO OF CONNECTICUT 220.01%0.01%0.01%Q2 2013Q3 20132
Arlington Partners LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Avion Wealth 220.00%0.00%0.00%Q2 2023Q3 20232
Connor, Clark & Lunn Investment Management Ltd. 220.00%0.01%0.01%Q1 2020Q2 20202
KINGDON CAPITAL MANAGEMENT, L.L.C. 220.22%0.23%0.24%Q1 2014Q2 20142
NEW ENGLAND SECURITIES CORP /MA/ 110.00%0.00%0.00%Q2 2013Q4 20142
HALL LAURIE J TRUSTEE 220.02%0.02%0.02%Q4 2015Q1 20162
OLD MISSION CAPITAL LLC 220.01%0.02%0.02%Q1 2022Q2 20222
MARK SHEPTOFF FINANCIAL PLANNING, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Quantitative Systematic Strategies LLC 110.11%0.17%0.22%Q2 2020Q4 20202
ADAGE CAPITAL PARTNERS GP, L.L.C. 220.05%0.08%0.10%Q2 2020Q3 20202
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.01%0.01%0.01%Q2 2022Q3 20222
Hillsdale Investment Management Inc. 220.04%0.05%0.05%Q4 2020Q1 20212
Colonial Trust Co / SC 220.00%0.00%0.00%Q2 2023Q3 20232
Accel Wealth Management 220.00%0.00%0.00%Q4 2022Q1 20232
SHEPHERD KAPLAN KROCHUK, LLC 220.06%0.09%0.11%Q1 2015Q2 20152
Milestone Investment Advisors LLC 110.05%0.05%0.06%Q1 2023Q3 20232
Princeton Portfolio Strategies Group LLC 220.30%0.31%0.32%Q1 2021Q2 20212
Weiss Multi-Strategy Advisers LLC 220.01%0.01%0.01%Q2 2013Q3 20132
HARBOR INVESTMENT ADVISORY, LLC 220.03%0.10%0.18%Q4 2019Q1 20202
Quantamental Technologies LLC 110.02%0.07%0.11%Q4 2018Q3 20192
Redwood Investment Management, LLC 220.05%0.11%0.16%Q1 2021Q2 20212
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Gupta Wealth Management LLC 220.00%0.00%0.00%Q4 2015Q1 20162
Harvest Fund Management Co., Ltd 220.00%0.00%0.00%Q1 2021Q2 20212
Avantax Planning Partners, Inc. 110.01%0.01%0.01%Q1 2018Q3 20182
INTECH INVESTMENT MANAGEMENT LLC 220.01%0.02%0.02%Q2 2023Q3 20232
DRIEHAUS CAPITAL MANAGEMENT LLC 110.03%0.03%0.03%Q2 2017Q4 20172
Financial Management Professionals, Inc. 220.00%0.00%0.00%Q2 2021Q3 20212
Balentine LLC 110.00%0.01%0.01%Q1 2020Q1 20222
TIEDEMANN ADVISORS, LLC 220.03%0.04%0.04%Q4 2018Q1 20192
MENTA CAPITAL LLC 110.09%0.11%0.13%Q1 2014Q4 20182
Carnegie Capital Asset Management, LLC 110.01%0.01%0.01%Q1 2022Q1 20232
AXQ CAPITAL, LP 110.15%0.17%0.19%Q1 2023Q3 20232
SRS Capital Advisors, Inc. 220.01%0.02%0.03%Q3 2018Q4 20182
OPTIMUM INVESTMENT ADVISORS 220.00%0.00%0.00%Q3 2022Q4 20222
Roof Eidam Maycock Peralta, LLC 220.81%0.89%0.98%Q3 2016Q4 20162
MUFG Securities EMEA plc 110.01%0.01%0.01%Q3 2019Q4 20202
CASTLE WEALTH MANAGEMENT LLC 220.01%0.01%0.01%Q2 2022Q3 20222
Cinctive Capital Management LP 220.28%0.30%0.31%Q3 2020Q4 20202
INCEPTIONR LLC 220.43%0.60%0.77%Q1 2023Q2 20232
ADVANCE CAPITAL I INC 220.16%0.17%0.18%Q2 2013Q3 20132
Steward Financial Group LLC 110.00%0.00%0.00%Q2 2022Q3 20232
Markel Corporation 220.01%0.02%0.04%Q3 2015Q4 20152
Man Investments Ltd 220.02%0.03%0.04%Q1 2014Q2 20142
Visium Asset Management, LP 110.00%0.02%0.04%Q1 2014Q4 20152
WESTFIELD CAPITAL MANAGEMENT CO LP 220.20%0.21%0.21%Q4 2013Q1 20142
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
Polar Asset Management Partners Inc. 110.00%0.01%0.01%Q2 2020Q3 20212
HARVEST GROUP WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q3 2019Q4 20192
Bellwether Investment Group, LLC 220.00%0.01%0.01%Q4 2016Q1 20172
AT Bancorp 220.09%0.10%0.10%Q4 2018Q1 20192
B. Riley Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2014Q4 20142
P.R. Herzig & Co. Inc. 220.64%0.66%0.69%Q3 2013Q4 20132
Rafferty Asset Management, LLC 110.01%0.02%0.02%Q2 2017Q4 20172
JUPITER ASSET MANAGEMENT LTD 220.21%0.24%0.26%Q2 2023Q3 20232
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 220.00%0.01%0.01%Q2 2023Q3 20232
Privium Fund Management (UK) Ltd 220.02%0.03%0.03%Q4 2020Q1 20212
DEPRINCE RACE & ZOLLO INC 220.73%0.76%0.80%Q2 2022Q3 20222
FIRST CITIZENS BANK & TRUST CO 220.02%0.02%0.02%Q2 2013Q3 20132
Krane Funds Advisors LLC 110.01%0.01%0.02%Q1 2021Q3 20212
JACOBS LEVY EQUITY MANAGEMENT, INC 220.04%0.04%0.04%Q2 2017Q3 20172
Symmetry Partners, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Donoghue Forlines LLC 110.09%0.10%0.11%Q4 2021Q3 20232
Camarda Financial Advisors, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Winton Capital Management Ltd 110.00%0.00%0.00%Q2 2013Q1 20142
Monument Capital Management 220.67%0.69%0.72%Q1 2023Q2 20232
SITTNER & NELSON, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Northwest Capital Management Inc 220.05%0.06%0.06%Q2 2023Q3 20232
HIGHLAND CAPITAL MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2015Q3 20152
GLG Partners LP 220.03%0.03%0.03%Q2 2014Q3 20142
WBI INVESTMENTS, LLC 220.12%0.21%0.29%Q3 2017Q4 20172
Hunter Perkins Capital Management, LLC 220.14%0.17%0.20%Q2 2020Q3 20202
Lyons Wealth Management, LLC. 221.14%1.15%1.16%Q2 2017Q3 20172
PRW Wealth Management LLC 220.00%0.00%0.00%Q4 2018Q1 20192
NICHOLAS COMPANY, INC. 220.04%0.06%0.08%Q2 2023Q3 20232
Checchi Capital Advisers, LLC 220.00%0.01%0.01%Q1 2016Q2 20162
Invictus RG Pte. Ltd. 220.02%0.04%0.07%Q4 2013Q1 20142
Emerald Acquisition Ltd. 220.00%0.00%0.00%Q2 2016Q3 20162
BlackRock Japan Co. Ltd 110.00%0.00%0.00%Q3 2013Q1 20142
Anfield Capital Management, LLC 220.12%0.13%0.14%Q1 2023Q2 20232
NORTHWEST INVESTMENT COUNSELORS, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
SANDLER CAPITAL MANAGEMENT 220.40%0.47%0.55%Q4 2016Q1 20172
Seamans Capital Management, LLC 220.51%0.56%0.60%Q1 2014Q2 20142
MQS Management LLC 110.21%0.28%0.35%Q1 2022Q2 20232
THOMPSON SIEGEL & WALMSLEY LLC 110.00%0.00%0.00%Q4 2016Q4 20192
Stux Capital Management, LLC 220.18%0.18%0.18%Q2 2013Q3 20132
Financial Gravity Asset Management, Inc. 110.00%0.00%0.00%Q3 2018Q2 20232
KALMAR INVESTMENTS INC /DE/ 220.15%0.35%0.55%Q2 2015Q3 20152
Baystate Wealth Management LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Fortitude Advisory Group L.L.C. 220.00%0.00%0.00%Q4 2021Q1 20222
FNY Managed Accounts LLC 110.00%0.05%0.10%Q1 2017Q1 20182
Regal Wealth Group, Inc. 220.01%0.01%0.01%Q4 2015Q1 20162
Bank Julius Baer & Co. Ltd, Zurich 220.00%0.00%0.00%Q2 2020Q3 20202
Prospera Financial Services Inc 220.00%0.00%0.00%Q1 2022Q2 20222
Aristides Capital LLC 220.15%0.32%0.49%Q4 2019Q1 20202
GLG LLC 220.07%0.07%0.07%Q2 2014Q3 20142
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
S. MUOIO & CO. LLC 110.10%0.10%0.10%Q3 2018Q3 20181
Evolution Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
BOULDER HILL CAPITAL MANAGEMENT LP 111.48%1.48%1.48%Q1 2023Q1 20231
abrdn plc 110.04%0.04%0.04%Q1 2021Q1 20211
RWA WEALTH PARTNERS, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
VIRGINIA RETIREMENT SYSTEM 110.01%0.01%0.01%Q1 2016Q1 20161
Csenge Advisory Group 110.00%0.00%0.00%Q3 2018Q3 20181
V-Square Quantitative Management LLC 110.01%0.01%0.01%Q2 2023Q2 20231
CenterStar Fund, LLC 110.01%0.01%0.01%Q4 2016Q4 20161
Venturi Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
MADISON WEALTH MANAGEMENT 110.06%0.06%0.06%Q4 2019Q4 20191
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2015Q1 20151
PEAPACK GLADSTONE FINANCIAL CORP 110.03%0.03%0.03%Q3 2021Q3 20211
MML INVESTORS SERVICES, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
KANALY TRUST CO 110.00%0.00%0.00%Q2 2015Q2 20151
Zurich Insurance Group Ltd/FI 110.03%0.03%0.03%Q4 2015Q4 20151
RITHOLTZ WEALTH MANAGEMENT 110.01%0.01%0.01%Q1 2023Q1 20231
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
True Wealth Design, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
AMERICAFIRST CAPITAL MANAGEMENT, LLC 110.02%0.02%0.02%Q1 2015Q1 20151
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.07%0.07%0.07%Q2 2021Q2 20211
Gallagher Benefit Services, Inc. 110.10%0.10%0.10%Q4 2022Q4 20221
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.03%0.03%0.03%Q4 2019Q4 20191
Hutchin Hill Capital, LP 110.03%0.03%0.03%Q3 2017Q3 20171
BAIRD ROBERT W & CO INC /WI/ 110.02%0.02%0.02%Q1 2015Q1 20151
55I, LLC 110.06%0.06%0.06%Q1 2020Q1 20201
KNIGHT CAPITAL GROUP LLC 110.02%0.02%0.02%Q2 2013Q2 20131
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Karp Capital Management Corp 110.02%0.02%0.02%Q1 2017Q1 20171
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q1 20221
Motley Fool Wealth Management, LLC 110.03%0.03%0.03%Q1 2017Q1 20171
ROPES WEALTH ADVISORS LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Tradeworx Inc. 110.12%0.12%0.12%Q3 2013Q3 20131
SPRING CREEK CAPITAL LLC 110.08%0.08%0.08%Q2 2018Q2 20181
First Capital Advisors Group, LLC. 110.00%0.00%0.00%Q2 2023Q2 20231
Ironwood Investment Counsel, LLC 110.16%0.16%0.16%Q3 2023Q3 20231
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Van Hulzen Asset Management, LLC 110.59%0.59%0.59%Q4 2013Q4 20131
Affiance Financial, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Alaethes Wealth LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Pine River Capital Management L.P. 110.02%0.02%0.02%Q4 2016Q4 20161
Lebenthal Asset Management, LLC 110.01%0.01%0.01%Q3 2016Q3 20161
PUBLIC SECTOR PENSION INVESTMENT BOARD 110.00%0.00%0.00%Q3 2017Q3 20171
TRUE Private Wealth Advisors 110.00%0.00%0.00%Q3 2018Q3 20181
WFA of San Diego, LLC 110.24%0.24%0.24%Q2 2020Q2 20201
McAdam, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Troluce Capital Advisors LLC 110.08%0.08%0.08%Q3 2023Q3 20231
BNC WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Enlightenment Research, LLC 110.06%0.06%0.06%Q4 2018Q4 20181
CENTAURUS FINANCIAL, INC. 110.01%0.01%0.01%Q2 2018Q2 20181
My Personal CFO, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
MONETA GROUP INVESTMENT ADVISORS LLC 110.00%0.00%0.00%Q3 2015Q3 20151
PineStone Asset Management Inc. 110.13%0.13%0.13%Q3 2023Q3 20231
Destination Wealth Management 110.00%0.00%0.00%Q3 2018Q3 20181
Calamos Advisors LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Pacific Center for Financial Services 110.02%0.02%0.02%Q3 2023Q3 20231
M Holdings Securities, Inc. 110.23%0.23%0.23%Q1 2020Q1 20201
Jane Street Holding, LLC 110.02%0.02%0.02%Q3 2013Q3 20131
AGF Investments LLC 110.00%0.00%0.00%Q4 2016Q4 20161
HOWE & RUSLING INC 110.00%0.00%0.00%Q3 2022Q3 20221
Alpha Quant Advisors, LLC 110.02%0.02%0.02%Q1 2019Q1 20191
TOKIO MARINE ASSET MANAGEMENT CO LTD 110.03%0.03%0.03%Q4 2021Q4 20211
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 110.20%0.20%0.20%Q4 2022Q4 20221
Allegis Investment Advisors, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
HEADINVEST, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
PINNACLE FINANCIAL PARTNERS INC 110.00%0.00%0.00%Q2 2017Q2 20171
Hexagon Capital Partners LLC 110.00%0.00%0.00%Q1 2023Q1 20231
CHILDRESS CAPITAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Ibex Investors LLC 110.11%0.11%0.11%Q3 2018Q3 20181
Grove Bank & Trust 110.01%0.01%0.01%Q2 2017Q2 20171
Pictet Asset Management Holding SA 110.00%0.00%0.00%Q3 2023Q3 20231
SG Capital Management LLC 112.24%2.24%2.24%Q3 2013Q3 20131
JENNISON ASSOCIATES LLC 110.00%0.00%0.00%Q1 2014Q1 20141
Interval Partners, LP 111.58%1.58%1.58%Q4 2013Q4 20131
Soros Fund Management 110.01%0.01%0.01%Q4 2017Q4 20171
Onex Canada Asset Management Inc. 110.08%0.08%0.08%Q2 2016Q2 20161
Delpha Capital Management, LLC 110.02%0.02%0.02%Q4 2017Q4 20171
Triangle Securities Wealth Management 110.01%0.01%0.01%Q2 2013Q2 20131
Nair Vinay 110.30%0.30%0.30%Q4 2014Q4 20141
WealthTrust Fairport, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Atlas Private Wealth Advisors 110.00%0.00%0.00%Q1 2021Q1 20211
LGT CAPITAL PARTNERS LTD. 110.27%0.27%0.27%Q1 2015Q1 20151
Blue Sky Asset Management, LLC 110.76%0.76%0.76%Q2 2017Q2 20171
GPM Growth Investors, Inc. 112.08%2.08%2.08%Q4 2019Q4 20191
Next Capital Management LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Impact Partnership Wealth, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
BI Asset Management Fondsmaeglerselskab A/S 110.02%0.02%0.02%Q2 2023Q2 20231
PA Capital LLC 110.53%0.53%0.53%Q3 2020Q3 20201
Lombard Odier Asset Management (Europe) Ltd 110.64%0.64%0.64%Q3 2020Q3 20201
Southpoint Capital Advisors LP 110.44%0.44%0.44%Q2 2021Q2 20211
COOKSON PEIRCE & CO INC 110.03%0.03%0.03%Q4 2016Q4 20161
Nine Chapters Capital Management LLC 110.95%0.95%0.95%Q4 2016Q4 20161
AGF MANAGEMENT LTD 110.02%0.02%0.02%Q3 2023Q3 20231
Numeric Investors LLC 110.01%0.01%0.01%Q2 2017Q2 20171
BBT Capital Management, LLC 110.30%0.30%0.30%Q4 2018Q4 20181
TradeLink Global Equity LLC 110.02%0.02%0.02%Q2 2013Q2 20131
TITLEIST CAPITAL, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Ancora Advisors LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Advantage Alpha Capital Partners LP 111.04%1.04%1.04%Q4 2019Q4 20191
Atlas Brown,Inc. 110.13%0.13%0.13%Q2 2013Q2 20131
Grandeur Peak Global Advisors, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
Exchange Capital Management, Inc. 110.00%0.00%0.00%Q4 2014Q4 20141
HAP Trading, LLC 110.03%0.03%0.03%Q2 2013Q2 20131
Lombard Odier Asset Management (USA) Corp 110.06%0.06%0.06%Q3 2016Q3 20161
TOBAM 110.00%0.00%0.00%Q3 2023Q3 20231
Machina Capital S.A.S. 110.07%0.07%0.07%Q1 2023Q1 20231
COHEN & STEERS, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Clearstead Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Sigma Planning Corp 110.04%0.04%0.04%Q1 2016Q1 20161
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 110.00%0.00%0.00%Q2 2017Q2 20171
BUCKINGHAM STRATEGIC WEALTH, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Altus Wealth Group LLC 110.00%0.00%0.00%Q4 2020Q4 20201
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Radnor Capital Management, LLC 110.61%0.61%0.61%Q3 2023Q3 20231
BLUE SQUARE ASSET MANAGEMENT, LLC 110.02%0.02%0.02%Q2 2020Q2 20201
Community Bank, N.A. 110.00%0.00%0.00%Q3 2022Q3 20221
ASSOCIATED BANC-CORP 110.00%0.00%0.00%Q1 2020Q1 20201
Garrett Wealth Advisory Group, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
ALTERNA WEALTH MANAGEMENT, INC 110.13%0.13%0.13%Q4 2018Q4 20181
Alpha DNA Investment Management LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Baker Avenue Asset Management, LP 110.00%0.00%0.00%Q2 2023Q2 20231
Horan Securities, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
SkyOak Wealth, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
STIFEL NICOLAUS & CO INC \MO\ 110.00%0.00%0.00%Q3 2013Q3 20131
EAM Investors, LLC 110.50%0.50%0.50%Q3 2018Q3 20181
Ada Investment Management, LP 110.11%0.11%0.11%Q3 2015Q3 20151
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
Total Clarity Wealth Management, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
West Tower Group, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Your Advocates Ltd., LLP 110.01%0.01%0.01%Q2 2023Q2 20231
Operose Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
MARSHALL WACE ASIA Ltd 110.02%0.02%0.02%Q1 2017Q1 20171
Capital Asset Advisory Services LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Headlands Technologies LLC 110.01%0.01%0.01%Q3 2023Q3 20231
MITCHELL SINKLER & STARR/PA 110.45%0.45%0.45%Q2 2013Q2 20131
BREMER TRUST NATIONAL ASSOCIATION 110.00%0.00%0.00%Q4 2018Q4 20181
Consolidated Planning Corp 110.01%0.01%0.01%Q3 2021Q3 20211
Moloney Securities Asset Management, LLC 110.17%0.17%0.17%Q4 2021Q4 20211
Annis Gardner Whiting Capital Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BDO Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Paragon Wealth Strategies, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Independence Bank of Kentucky 110.01%0.01%0.01%Q3 2022Q3 20221
Leucadia National 110.01%0.01%0.01%Q2 2023Q2 20231
LBA Wealth Management, LLC 110.00%0.00%0.00%Q3 2014Q3 20141
WealthPLAN Partners, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Interchange Capital Partners, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
LGT Financial Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Baader Bank Aktiengesellschaft 110.01%0.01%0.01%Q1 2023Q1 20231
MONTAG A & ASSOCIATES INC 110.19%0.19%0.19%Q3 2018Q3 20181
Scott & Selber, Inc. 110.13%0.13%0.13%Q4 2021Q4 20211
Quantitative Investment Management, LLC 110.09%0.09%0.09%Q1 2020Q1 20201
CTC Alternative Strategies, Ltd. 110.55%0.55%0.55%Q4 2014Q4 20141
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Cordant, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Cove Street Capital, LLC 111.02%1.02%1.02%Q1 2020Q1 20201
Founders Financial Alliance, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
WATER ISLAND CAPITAL LLC 110.04%0.04%0.04%Q4 2017Q4 20171
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Advisors Preferred, LLC 110.13%0.13%0.13%Q4 2018Q4 20181
Regent Peak Wealth Advisors LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Efficient Market Advisors, LLC 110.00%0.00%0.00%Q3 2014Q3 20141
Nachman Norwood & Parrott, Inc 110.01%0.01%0.01%Q3 2020Q3 20201
Kernodle & Katon Asset Management Group, LLC 110.04%0.04%0.04%Q3 2016Q3 20161
Millburn Ridgefield Corp 110.00%0.00%0.00%Q3 2023Q3 20231
Winfield Associates, Inc. 110.00%0.00%0.00%Q2 2017Q2 20171
Farmer Steven Patrick 110.24%0.24%0.24%Q2 2022Q2 20221
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 110.02%0.02%0.02%Q2 2013Q2 20131
Irish Life Investment Managers Ltd. 110.00%0.00%0.00%Q2 2013Q2 20131
FENIMORE ASSET MANAGEMENT TRUST 112.50%2.50%2.50%Q3 2013Q3 20131
GRIFFIN ASSET MANAGEMENT, INC. 110.01%0.01%0.01%Q2 2019Q2 20191
Ruggie Capital Group 110.00%0.00%0.00%Q2 2019Q2 20191
Sheaff Brock Investment Advisors, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
Amalgamated Financial Corp. 110.04%0.04%0.04%Q1 2022Q1 20221
Concentric Capital Strategies, LP 110.44%0.44%0.44%Q4 2022Q4 20221
PACES FERRY WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
Ovata Capital Management Ltd 110.00%0.00%0.00%Q2 2020Q2 20201
Koesten, Hirschmann & Crabtree, INC. 110.00%0.00%0.00%Q1 2023Q1 20231
Robeco Schweiz AG 110.02%0.02%0.02%Q3 2014Q3 20141
Kistler-Tiffany Companies, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
Alpine Global Management, LLC 110.78%0.78%0.78%Q4 2015Q4 20151
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.01%0.01%0.01%Q2 2020Q2 20201
External links

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