EPR PPTYS shareholder history

Current and past EPR PPTYS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.00%0.01%Q2 2013Q3 2023111
Citadel Advisors 3470.00%0.00%0.02%Q2 2013Q3 202396
Walleye Trading LLC 25100.00%0.00%0.04%Q1 2014Q1 202383
Cutler Group LLC / CA 2290.00%0.00%0.01%Q4 2015Q3 202365
BANK OF MONTREAL /CAN/ 3920.00%0.01%0.06%Q2 2013Q3 202358
WOLVERINE TRADING, LLC 1310.00%0.00%0.02%Q2 2016Q3 202352
GLENMEDE TRUST CO NA 3140.00%0.19%0.67%Q4 2006Q1 202052
PEAK6 Investments LLC 20200.00%0.00%0.02%Q3 2018Q2 202348
BARCLAYS PLC 42420.00%0.00%0.01%Q2 2013Q3 202345
ROYAL BANK OF CANADA 42420.00%0.03%0.08%Q2 2013Q3 202345
GOLDMAN SACHS GROUP INC 4210.00%0.02%0.06%Q4 2012Q3 202345
SECURIAN ASSET MANAGEMENT, INC 44440.01%0.13%0.46%Q4 2012Q3 202344
BlackRock Inc. 42420.00%0.02%0.04%Q2 2013Q3 202344
TEXAS PERMANENT SCHOOL FUND CORP 43430.02%0.04%0.06%Q1 2013Q3 202343
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 43430.01%0.01%0.02%Q1 2013Q3 202343
GUGGENHEIM CAPITAL LLC 42420.00%0.02%0.05%Q2 2013Q3 202343
CREDIT SUISSE AG/ 43430.00%0.01%0.05%Q1 2013Q3 202343
Zurcher Kantonalbank (Zurich Cantonalbank) 43430.00%0.01%0.02%Q1 2013Q3 202343
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202343
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.03%Q2 2013Q3 202343
Pensionfund DSM Netherlands 43430.07%0.37%0.90%Q2 2013Q4 202343
AQR Capital Management 4210.00%0.01%0.03%Q4 2012Q3 202343
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.01%0.07%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 42420.00%0.01%0.08%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.01%0.02%0.03%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.00%0.01%Q2 2013Q3 202342
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 42420.01%0.01%0.02%Q2 2013Q3 202342
Swiss National Bank 42420.00%0.01%0.01%Q2 2013Q3 202342
RHUMBLINE ADVISERS 42420.01%0.02%0.03%Q2 2013Q3 202342
MACQUARIE GROUP LTD 42420.00%0.02%0.05%Q2 2013Q3 202342
PRICE T ROWE ASSOCIATES INC /MD/ 42420.00%0.00%0.00%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.01%Q2 2013Q3 202342
AMERICAN INTERNATIONAL GROUP, INC. 42420.01%0.03%0.05%Q2 2013Q3 202342
BNP PARIBAS FINANCIAL MARKETS 42420.00%0.00%0.02%Q2 2013Q3 202342
ALLIANCEBERNSTEIN L.P. 42420.00%0.01%0.03%Q2 2013Q3 202342
Sumitomo Mitsui Trust Holdings, Inc. 42420.00%0.00%0.01%Q2 2013Q3 202342
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42420.01%0.02%0.03%Q2 2013Q3 202342
STRS OHIO 42420.01%0.02%0.04%Q2 2013Q3 202342
VANGUARD GROUP INC 42420.01%0.03%0.05%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.02%0.06%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
Nuveen Asset Management, LLC 42420.00%0.04%0.22%Q2 2013Q3 202342
State of Alaska, Department of Revenue 42420.01%0.13%0.36%Q2 2013Q3 202342
Invesco Ltd. 42420.01%0.05%0.14%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.00%0.01%0.03%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.02%Q2 2013Q3 202342
GEODE CAPITAL MANAGEMENT, LLC 42420.01%0.01%0.02%Q2 2013Q3 202342
Mitsubishi UFJ Asset Management Co., Ltd. 42420.00%0.01%0.02%Q2 2013Q3 202342
WEDGE CAPITAL MANAGEMENT L L P/NC 42420.04%0.66%1.40%Q2 2013Q3 202342
UBS ASSET MANAGEMENT AMERICAS INC 42420.00%0.01%0.02%Q2 2013Q3 202342
STATE STREET CORP 42420.01%0.01%0.02%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 42420.00%0.02%0.04%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.01%Q2 2013Q3 202342
Texas Yale Capital Corp. 42420.03%0.10%0.18%Q2 2013Q3 202342
HUNTINGTON NATIONAL BANK 32100.00%0.00%0.01%Q4 2012Q3 202342
Daiwa Securities Group Inc. 42420.00%0.22%1.74%Q2 2013Q3 202342
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 42420.01%0.02%0.03%Q2 2013Q3 202342
NEW YORK STATE COMMON RETIREMENT FUND 42420.00%0.01%0.02%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.00%0.02%Q2 2013Q3 202342
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 42420.00%0.02%0.06%Q2 2013Q3 202342
METROPOLITAN LIFE INSURANCE CO/NY 42420.00%0.02%0.05%Q2 2013Q3 202342
THRIVENT FINANCIAL FOR LUTHERANS 42420.01%0.02%0.06%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.01%0.02%0.04%Q2 2013Q3 202342
PRINCIPAL FINANCIAL GROUP INC 42420.01%0.18%0.37%Q2 2013Q3 202342
NISA INVESTMENT ADVISORS, LLC 42420.01%0.03%0.06%Q2 2013Q3 202342
SG Americas Securities, LLC 42420.00%0.01%0.10%Q2 2013Q3 202342
Legal & General Group Plc 42420.01%0.01%0.02%Q2 2013Q3 202342
NOMURA ASSET MANAGEMENT CO LTD 42420.01%0.03%0.06%Q2 2013Q3 202342
Asset Management One Co., Ltd. 42420.02%0.07%0.27%Q2 2013Q3 202342
PRUDENTIAL FINANCIAL INC 42420.00%0.03%0.16%Q2 2013Q3 202342
VOYA INVESTMENT MANAGEMENT LLC 42420.00%0.01%0.06%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.01%0.05%Q2 2013Q3 202342
HSBC HOLDINGS PLC 42420.00%0.00%0.01%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.01%0.02%0.05%Q2 2013Q3 202342
Creative Planning 3380.00%0.00%0.01%Q2 2013Q3 202341
DEUTSCHE BANK AG\ 41410.00%0.01%0.03%Q3 2013Q3 202341
Arizona State Retirement System 3380.01%0.02%0.05%Q1 2013Q3 202341
MILLENNIUM MANAGEMENT LLC 3920.00%0.02%0.08%Q2 2013Q3 202341
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 3650.00%0.01%0.02%Q2 2013Q3 202341
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 41410.00%0.02%0.03%Q3 2013Q3 202341
LPL Financial LLC 27120.00%0.00%0.01%Q4 2013Q3 202341
Employees Retirement System of Texas 41410.01%0.06%0.15%Q2 2013Q2 202341
Ameritas Investment Partners, Inc. 40400.02%0.04%0.08%Q4 2013Q3 202340
GREAT WEST LIFE ASSURANCE CO /CAN/ 40400.00%0.01%0.01%Q4 2013Q3 202340
NORGES BANK 40400.01%0.01%0.02%Q1 2013Q4 202240
Louisiana State Employees Retirement System 40400.02%0.05%0.08%Q4 2013Q3 202340
WESTPAC BANKING CORP 40400.03%0.12%0.32%Q2 2013Q1 202340
COMERICA BANK 39390.02%0.06%0.14%Q2 2013Q4 202239
LOS ANGELES CAPITAL MANAGEMENT LLC 27120.00%0.02%0.05%Q2 2013Q3 202339
PANAGORA ASSET MANAGEMENT INC 3720.00%0.00%0.02%Q2 2013Q3 202339
SCHNIEDERS CAPITAL MANAGEMENT LLC 3620.05%0.46%0.84%Q1 2014Q3 202338
State of New Jersey Common Pension Fund D 38380.01%0.26%0.73%Q2 2014Q3 202338
Janney Montgomery Scott LLC 1690.00%0.01%0.02%Q2 2013Q3 202337
Tower Research Capital LLC (TRC) 2610.00%0.01%0.06%Q2 2013Q3 202337
D.A. DAVIDSON & CO. 27100.00%0.01%0.01%Q2 2013Q3 202337
FEDERATED HERMES, INC. 36360.00%0.02%0.12%Q4 2014Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.00%0.01%0.02%Q2 2013Q1 202236
M&T BANK CORP 25110.00%0.00%0.00%Q3 2014Q3 202336
Community Bank of Raymore 36360.15%0.32%0.56%Q4 2014Q3 202336
Pensionfund Sabic 36360.06%0.21%0.39%Q1 2015Q4 202336
AMP Capital Investors Ltd 36360.00%0.01%0.04%Q2 2013Q1 202236
JANE STREET GROUP, LLC 1110.00%0.00%0.01%Q4 2015Q3 202336
OPPENHEIMER & CO INC 3060.05%0.25%0.47%Q2 2013Q3 202336
SCHRODER INVESTMENT MANAGEMENT GROUP 35350.00%0.01%0.05%Q2 2013Q4 202135
PUTNAM INVESTMENTS LLC 2690.00%0.01%0.02%Q2 2013Q3 202335
ProShare Advisors LLC 2910.00%0.02%0.07%Q2 2013Q2 202335
DUPONT CAPITAL MANAGEMENT CORP 3320.00%0.05%0.12%Q2 2013Q2 202235
PEAK6 Group LLC 1610.00%0.01%0.04%Q3 2013Q2 201835
TEACHER RETIREMENT SYSTEM OF TEXAS 22120.00%0.00%0.01%Q2 2013Q3 202334
Parallax Volatility Advisers, L.P. 610.00%0.00%0.00%Q2 2014Q2 202334
AMALGAMATED BANK 34340.01%0.02%0.04%Q2 2015Q3 202334
Neuberger Berman Group LLC 2720.00%0.02%0.13%Q2 2013Q3 202334
North Star Investment Management Corp. 1740.00%0.02%0.08%Q4 2014Q3 202334
Advisors Asset Management, Inc. 2010.00%0.03%0.13%Q3 2013Q3 202334
State of Tennessee, Treasury Department 1160.01%0.02%0.03%Q3 2013Q3 202334
FMR LLC 22110.00%0.00%0.01%Q2 2013Q3 202333
QUADRANT CAPITAL GROUP LLC 33330.00%0.01%0.01%Q3 2015Q3 202333
Versant Capital Management, Inc 33330.00%0.01%0.05%Q4 2015Q4 202333
KBC Group NV 2670.00%0.01%0.06%Q2 2013Q3 202133
Renaissance Technologies 1050.00%0.01%0.04%Q3 2013Q3 202333
Parkside Financial Bank & Trust 33330.00%0.01%0.02%Q3 2015Q3 202333
Mariner, LLC 32320.01%0.19%1.01%Q4 2015Q3 202332
Retirement Systems of Alabama 3110.01%0.03%0.06%Q1 2013Q3 202332
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 32320.00%0.01%0.02%Q2 2013Q1 202132
Capital Analysts, LLC 32320.00%0.01%0.02%Q4 2012Q3 202032
TWO SIGMA INVESTMENTS, LP 1210.00%0.03%0.12%Q2 2013Q2 202332
VIRGINIA RETIREMENT SYSTEMS ET AL 2250.00%0.06%0.13%Q4 2014Q3 202332
Aperio Group, LLC 31310.00%0.01%0.02%Q2 2013Q4 202031
STATE OF MICHIGAN RETIREMENT SYSTEM 31310.01%0.01%0.02%Q1 2016Q3 202331
MASON STREET ADVISORS, LLC 31310.00%0.04%0.07%Q2 2013Q4 202031
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 31310.01%0.02%0.04%Q1 2016Q3 202331
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 31310.01%0.01%0.02%Q1 2016Q3 202331
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 31310.01%0.02%0.04%Q1 2016Q3 202331
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 31310.02%0.05%0.08%Q1 2016Q3 202331
IFP Advisors, Inc 17140.00%0.01%0.06%Q4 2015Q3 202331
STATE OF WISCONSIN INVESTMENT BOARD 31310.01%0.03%0.06%Q1 2016Q3 202331
MOODY NATIONAL BANK TRUST DIVISION 2550.01%0.04%0.10%Q1 2016Q3 202330
DUNCKER STREETT & CO INC 2510.00%0.01%0.02%Q2 2013Q4 202230
Raymond James Financial Services Advisors, Inc. 18120.00%0.00%0.01%Q1 2016Q3 202330
RMR Advisors LLC 30301.40%2.95%3.78%Q2 2013Q3 202030
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA 30300.09%0.24%0.50%Q2 2013Q3 202030
Supplemental Annuity Collective Trust of NJ 30300.21%0.38%0.79%Q2 2016Q3 202330
AMUNDI ASSET MANAGEMENT US, INC. 1420.00%0.05%1.04%Q3 2012Q1 202129
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 1420.01%0.25%1.03%Q2 2014Q1 202329
Squarepoint Ops LLC 520.00%0.02%0.10%Q2 2015Q3 202329
COLDSTREAM CAPITAL MANAGEMENT INC 1930.01%0.06%0.16%Q4 2015Q3 202329
PROFUND ADVISORS LLC 2710.01%0.04%0.09%Q2 2013Q1 202229
Cambridge Investment Research Advisors, Inc. 2620.00%0.01%0.02%Q3 2016Q3 202328
Russell Investments Group, Ltd. 28280.00%0.01%0.04%Q4 2016Q3 202328
ClearBridge Investments 28280.00%0.02%0.04%Q2 2013Q1 202028
SEI INVESTMENTS CO 1730.00%0.01%0.02%Q4 2014Q3 202328
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2710.00%0.00%0.00%Q3 2015Q3 202328
Parallel Advisors, LLC 28280.00%0.00%0.01%Q4 2016Q3 202328
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.01%Q2 2013Q4 201927
AXA S.A. 1420.00%0.01%0.04%Q2 2013Q2 202327
LAZARD ASSET MANAGEMENT LLC 1710.00%0.01%0.03%Q2 2013Q3 202327
Winslow, Evans & Crocker, Inc. 27270.02%0.10%0.22%Q4 2013Q2 202027
Kistler-Tiffany Companies, LLC 2510.00%0.00%0.01%Q2 2015Q2 202327
WASATCH ADVISORS LP 27270.01%0.10%0.18%Q3 2013Q1 202027
GSA CAPITAL PARTNERS LLP 510.01%0.06%0.24%Q2 2013Q3 202327
AMERICAN NATIONAL INSURANCE CO 26260.06%0.15%0.23%Q4 2015Q1 202226
MML INVESTORS SERVICES, LLC 2420.00%0.01%0.02%Q1 2017Q3 202326
TWO SIGMA ADVISERS, LP 2240.00%0.03%0.08%Q2 2016Q4 202226
PineBridge Investments, L.P. 1160.00%0.01%0.04%Q2 2013Q1 202326
D. E. Shaw & Co., Inc. 1010.00%0.00%0.02%Q2 2013Q3 202326
Crossmark Global Holdings, Inc. 2510.01%0.07%0.19%Q3 2016Q3 202326
Allworth Financial LP 26260.00%0.00%0.00%Q2 2017Q3 202326
CAPITAL FUND MANAGEMENT S.A. 620.00%0.01%0.03%Q1 2018Q1 202326
STIFEL FINANCIAL CORP 2310.00%0.00%0.01%Q1 2014Q3 202326
SHELTON CAPITAL MANAGEMENT 1410.01%0.03%0.04%Q1 2014Q1 202226
Gradient Investments LLC 2410.00%0.00%0.00%Q2 2017Q3 202325
SIGNATUREFD, LLC 2310.00%0.01%0.01%Q2 2014Q3 202325
AMERICAN CENTURY COMPANIES INC 25250.00%0.01%0.02%Q4 2013Q4 201925
EARNEST PARTNERS LLC 2410.00%0.00%0.00%Q4 2016Q3 202325
Baird Financial Group, Inc. 25250.00%0.00%0.01%Q2 2015Q2 202125
Allianz Asset Management GmbH 820.00%0.01%0.02%Q2 2013Q3 202325
TCI Wealth Advisors, Inc. 13120.00%0.00%0.02%Q4 2016Q1 202325
Pacer Advisors, Inc. 1140.00%0.03%0.07%Q2 2016Q3 202325
Global Retirement Partners, LLC 1870.01%0.02%0.06%Q2 2017Q3 202325
CWM, LLC 1780.00%0.01%0.04%Q2 2017Q3 202325
Polaris Capital Management, LLC 25250.01%0.21%0.67%Q1 2015Q1 202125
Moisand Fitzgerald Tamayo, LLC 25250.00%0.00%0.01%Q3 2017Q3 202325
ROPES WEALTH ADVISORS LLC 24240.00%0.15%0.26%Q1 2015Q4 202024
Sumitomo Mitsui DS Asset Management Company, Ltd 1110.00%0.01%0.02%Q2 2013Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.02%Q4 2017Q3 202324
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT 24241.08%2.13%3.65%Q1 2013Q4 201824
TEACHERS ADVISORS, LLC 24240.01%0.03%0.05%Q2 2013Q1 201924
First Allied Advisory Services, Inc. 24240.01%0.18%0.40%Q1 2014Q4 201924
CRAWFORD INVESTMENT COUNSEL INC 24240.02%0.19%0.50%Q4 2013Q3 201924
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 24240.02%0.03%0.05%Q4 2017Q3 202324
TIAA CREF INVESTMENT MANAGEMENT LLC 24240.00%0.01%0.01%Q2 2013Q1 201924
Cubist Systematic Strategies, LLC 1810.01%0.04%0.17%Q4 2014Q1 202324
Municipal Employees' Retirement System of Michigan 1860.01%0.07%0.12%Q1 2014Q1 202024
FRANKLIN RESOURCES INC 1680.00%0.00%0.00%Q3 2017Q3 202324
MetLife Investment Management, LLC 24240.01%0.02%0.04%Q4 2017Q3 202324
Sound Income Strategies, LLC 24240.00%0.01%0.02%Q4 2017Q3 202324
EQUITEC SPECIALISTS, LLC 14140.00%0.45%1.48%Q1 2017Q2 202024
FIRST MIDWEST BANK TRUST DIVISION 24240.04%0.06%0.07%Q1 2014Q4 201924
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 1490.00%0.01%0.01%Q4 2017Q3 202323
MACROVIEW INVESTMENT MANAGEMENT LLC 1940.00%0.00%0.02%Q2 2017Q3 202323
Geneos Wealth Management Inc. 2120.00%0.01%0.04%Q3 2016Q2 202223
Keeley-Teton Advisors, LLC 13100.09%0.19%0.30%Q1 2017Q3 202323
EXANE DERIVATIVES 2210.00%0.02%0.16%Q3 2016Q2 202223
Treasurer of the State of North Carolina 23230.01%0.01%0.02%Q1 2018Q3 202323
Glassman Wealth Services 23230.00%0.00%0.00%Q1 2018Q3 202323
MARTINGALE ASSET MANAGEMENT L P 1210.01%0.07%0.28%Q2 2013Q3 202323
NEXT Financial Group, Inc 1410.00%0.01%0.05%Q2 2014Q4 202123
World Asset Management Inc 870.01%0.01%0.01%Q2 2013Q4 201923
Patriot Financial Group Insurance Agency, LLC 23230.00%0.02%0.07%Q4 2016Q2 202223
Bartlett & Co. LLC 1060.00%0.00%0.00%Q2 2017Q2 202323
SVB WEALTH LLC 22220.01%0.09%0.15%Q4 2014Q1 202022
WOLVERINE ASSET MANAGEMENT LLC 1160.00%0.00%0.01%Q2 2017Q1 202222
Prime Capital Investment Advisors, LLC 1040.01%0.03%0.07%Q4 2017Q3 202322
BESSEMER GROUP INC 810.00%0.01%0.02%Q4 2014Q3 202322
Presima Securities ULC 1750.15%0.66%1.02%Q2 2013Q4 202022
Uniplan Investment Counsel, Inc. 22221.06%2.78%3.84%Q2 2015Q3 202022
CANADA PENSION PLAN INVESTMENT BOARD 1130.00%0.00%0.00%Q2 2014Q2 202222
Arlington Partners LLC 1660.00%0.01%0.03%Q4 2017Q2 202322
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 840.00%0.01%0.04%Q2 2013Q2 202322
LS Investment Advisors, LLC 21210.01%0.02%0.02%Q2 2015Q2 202021
Utah Retirement Systems 1910.00%0.02%0.03%Q1 2016Q1 202221
Steward Partners Investment Advisory, LLC 1830.00%0.00%0.00%Q1 2018Q3 202321
QS Investors, LLC 1910.00%0.02%0.05%Q1 2014Q2 202121
CHICAGO EQUITY PARTNERS LLC 1140.01%0.07%0.25%Q2 2013Q1 202021
EII CAPITAL MANAGEMENT, INC. 1720.02%0.29%0.76%Q2 2013Q3 202121
BerganKDV Wealth Management, LLC 21210.00%0.00%0.01%Q2 2018Q2 202321
UMB Bank, n.a. 810.00%0.01%0.02%Q1 2016Q3 202321
Avior Wealth Management, LLC 1710.00%0.00%0.00%Q2 2017Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.04%Q3 2018Q3 202321
FDx Advisors, Inc. 21210.01%0.03%0.04%Q2 2013Q2 201821
New Jersey Better Educational Savings Trust 21210.29%0.86%1.29%Q1 2014Q1 201921
NJ State Employees Deferred Compensation Plan 1910.06%0.32%0.51%Q1 2014Q1 201920
American Portfolios Advisors 20200.00%0.00%0.01%Q4 2017Q3 202220
Sigma Planning Corp 820.01%0.02%0.04%Q4 2014Q3 202320
VICTORY CAPITAL MANAGEMENT INC 1730.00%0.00%0.00%Q2 2015Q3 202320
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 20200.02%0.02%0.04%Q1 2013Q4 201720
BNP Paribas Asset Management Holding S.A. 1910.00%0.07%0.14%Q2 2013Q2 202120
Cetera Advisor Networks LLC 1010.00%0.01%0.02%Q3 2014Q3 202320
ALPINE WOODS CAPITAL INVESTORS, LLC 20200.02%0.04%0.05%Q2 2013Q1 201820
EAGLE ASSET MANAGEMENT INC 20200.01%0.02%0.03%Q2 2015Q1 202020
Prestige Wealth Management Group LLC 20200.00%0.00%0.02%Q4 2018Q3 202320
Lindbrook Capital, LLC 20200.00%0.01%0.01%Q4 2018Q3 202320
JANUS HENDERSON GROUP PLC 910.00%0.03%0.16%Q4 2013Q3 202320
Advisory Services Network, LLC 1310.00%0.00%0.02%Q1 2017Q3 202319
Sonora Investment Management, LLC 1810.00%0.00%0.01%Q3 2015Q3 202119
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 1720.01%0.02%0.04%Q4 2013Q4 201919
J.P. Morgan Private Wealth Advisors LLC 1450.00%0.02%0.06%Q2 2018Q3 202319
Private Capital Group, LLC 19190.00%0.01%0.03%Q4 2017Q2 202219
RDA Financial Network 19190.23%0.37%0.57%Q1 2019Q3 202319
Midwest Professional Planners, LTD. 1010.12%0.26%0.41%Q4 2017Q3 202319
TSFG, LLC 19190.00%0.00%0.05%Q1 2019Q3 202319
BAILARD, INC. 1620.02%0.02%0.04%Q4 2014Q4 201918
Liberty Mutual Group Asset Management Inc. 1170.02%0.27%0.80%Q1 2016Q3 202318
COMMERCE BANK 1710.00%0.00%0.01%Q3 2016Q1 202218
Rafferty Asset Management, LLC 1510.00%0.02%0.04%Q2 2016Q3 202118
Aspire Private Capital, LLC 1350.00%0.00%0.01%Q4 2018Q3 202318
HANCOCK WHITNEY CORP 1010.01%0.06%0.12%Q4 2013Q3 202318
Cable Hill Partners, LLC 18180.00%0.00%0.01%Q4 2014Q1 201918
AdvisorNet Financial, Inc 18180.00%0.00%0.01%Q4 2017Q1 202218
TRUIST FINANCIAL CORP 940.00%0.01%0.02%Q2 2013Q3 202318
Quantbot Technologies LP 910.00%0.06%0.18%Q3 2014Q1 202218
TELEMUS CAPITAL, LLC 18180.05%0.08%0.15%Q1 2016Q2 202018
CREDIT AGRICOLE S A 18180.00%0.01%0.01%Q2 2013Q3 201718
Anchor Investment Management, LLC 1710.00%0.00%0.01%Q1 2016Q3 202218
PINNACLE FINANCIAL PARTNERS INC 17170.02%0.06%0.15%Q4 2015Q4 201917
FORSTA AP-FONDEN 17170.02%0.07%0.20%Q4 2015Q4 201917
CREATIVE FINANCIAL DESIGNS INC /ADV 1070.00%0.01%0.05%Q4 2016Q2 202117
BENJAMIN F. EDWARDS & COMPANY, INC. 17170.00%0.00%0.00%Q3 2016Q3 202017
American National Registered Investment Advisor, Inc. 17170.11%0.15%0.20%Q4 2015Q4 201917
MEEDER ASSET MANAGEMENT INC 1120.00%0.01%0.04%Q2 2016Q3 202217
Mitsubishi UFJ Trust & Banking Corp 17170.00%0.00%0.00%Q3 2019Q3 202317
RIVERHEAD CAPITAL MANAGEMENT LLC 17170.00%0.06%0.22%Q3 2015Q3 201917
Avalon Investment & Advisory 17170.32%0.43%0.52%Q1 2014Q1 201817
Nationwide Fund Advisors 1160.02%0.05%0.09%Q2 2013Q3 201717
South Dakota Investment Council 17170.02%0.09%0.16%Q3 2019Q3 202317
HEITMAN REAL ESTATE SECURITIES LLC 1030.46%1.12%1.86%Q2 2014Q2 202317
REGIONS FINANCIAL CORP 17170.00%0.01%0.03%Q1 2015Q1 201917
CAPSTONE ASSET MANAGEMENT CO 17170.03%0.13%0.16%Q2 2013Q2 201717
EXCHANGE TRADED CONCEPTS, LLC 17170.07%0.14%0.38%Q4 2019Q4 202317
ASSETMARK, INC 910.00%0.00%0.01%Q4 2015Q3 202317
Penserra Capital Management LLC 980.00%0.01%0.05%Q4 2015Q3 202317
SYSTEMATIC FINANCIAL MANAGEMENT LP 1250.01%0.30%1.00%Q3 2013Q4 201717
CARDINAL CAPITAL MANAGEMENT LLC /CT 17170.43%1.16%1.55%Q2 2013Q2 201717
HOWE & RUSLING INC 1520.00%0.00%0.01%Q2 2013Q3 201717
ALPHA WINDWARD LLC 1160.00%0.09%0.36%Q2 2015Q3 201917
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 920.09%0.30%0.53%Q2 2014Q2 201916
VALLEY NATIONAL ADVISERS INC 1310.00%0.00%0.02%Q1 2015Q2 202216
Ensign Peak Advisors, Inc 16160.00%0.01%0.03%Q4 2019Q3 202316
EDGE ASSET MANAGEMENT, INC 16160.09%0.31%0.50%Q2 2013Q1 201716
Choate Investment Advisors 1330.01%0.02%0.04%Q2 2013Q2 201716
HUDSON EDGE INVESTMENT PARTNERS INC. 16160.03%0.07%0.17%Q1 2016Q4 201916
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1330.00%0.03%0.07%Q4 2018Q4 202216
FIRST MERCANTILE TRUST CO 16160.00%0.01%0.04%Q2 2013Q1 201716
Sterling Capital Management LLC 16160.01%0.03%0.05%Q4 2015Q3 201916
WHITTIER TRUST CO 1150.00%0.00%0.00%Q3 2019Q3 202316
Commonwealth Equity Services, Inc 16160.00%0.01%0.02%Q4 2013Q3 201716
VAN ECK ASSOCIATES CORP 16160.00%0.00%0.00%Q4 2019Q3 202316
DENALI ADVISORS LLC 16160.09%0.83%2.20%Q4 2016Q3 202016
VOLORIDGE INVESTMENT MANAGEMENT, LLC 810.00%0.04%0.10%Q3 2017Q3 202316
PGGM Investments 830.14%0.44%0.97%Q1 2013Q3 202316
1st Global Advisors, Inc. 16160.04%0.05%0.07%Q3 2013Q2 201716
Point72 Hong Kong Ltd 1010.00%0.02%0.09%Q2 2017Q2 202215
Qube Research & Technologies Ltd 720.01%0.05%0.25%Q2 2018Q1 202315
MENTA CAPITAL LLC 420.05%0.28%0.59%Q2 2013Q2 201915
KEELEY ASSET MANAGEMENT CORP 15150.01%0.03%0.08%Q2 2013Q4 201615
FULLER & THALER ASSET MANAGEMENT, INC. 15150.00%0.00%0.00%Q4 2016Q2 202015
BALYASNY ASSET MANAGEMENT L.P. 310.00%0.05%0.13%Q2 2013Q4 202215
BlackRock Japan Co. Ltd 15150.00%0.00%0.00%Q2 2013Q4 201615
Wealthcare Advisory Partners LLC 870.00%0.01%0.02%Q2 2018Q2 202315
BlackRock Investment Management, LLC 15150.02%0.02%0.04%Q2 2013Q4 201615
PFG Advisors 15150.15%0.23%0.30%Q1 2020Q3 202315
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 910.03%0.31%0.76%Q2 2013Q3 202315
SCOUT INVESTMENTS, INC. 15150.57%1.03%1.54%Q2 2016Q4 201915
Advisor Group, Inc. 15150.00%0.01%0.01%Q2 2016Q4 201915
BlackRock Institutional Trust Company, N.A. 15150.02%0.02%0.03%Q2 2013Q4 201615
Patten Group, Inc. 15150.01%0.01%0.02%Q2 2015Q4 201815
CIBC Asset Management Inc 610.00%0.00%0.00%Q2 2013Q1 202215
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 910.00%0.04%0.09%Q3 2015Q4 201915
BLACKROCK ADVISORS LLC 15150.00%0.02%0.04%Q2 2013Q4 201615
LSV ASSET MANAGEMENT 640.00%0.03%0.12%Q4 2014Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.01%0.01%Q1 2020Q3 202315
BlackRock Fund Advisors 15150.04%0.05%0.05%Q2 2013Q4 201615
Lenox Wealth Advisors, LLC 15150.00%0.00%0.01%Q3 2018Q1 202215
KEYBANK NATIONAL ASSOCIATION/OH 15150.01%0.01%0.02%Q2 2016Q4 201915
OppenheimerFunds, Inc. 1410.00%0.04%0.09%Q4 2014Q1 201915
BlackRock Group LTD 15150.01%0.02%0.02%Q2 2013Q4 201615
Capital Advisory Group Advisory Services, LLC 710.00%0.00%0.00%Q1 2018Q1 202215
Mirae Asset Global Investments Co., Ltd. 810.00%0.03%0.11%Q2 2016Q3 202315
Wealthstar Advisors, LLC 820.08%0.18%0.34%Q1 2018Q3 202315
Robeco Institutional Asset Management B.V. 730.00%0.02%0.03%Q2 2013Q1 202015
CORNERCAP INVESTMENT COUNSEL INC 950.11%0.18%0.35%Q2 2018Q3 202314
PRIMECAP MANAGEMENT CO/CA/ 14140.00%0.01%0.01%Q2 2020Q3 202314
ExodusPoint Capital Management, LP 610.00%0.02%0.08%Q2 2019Q3 202314
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 14140.05%0.16%0.28%Q2 2013Q3 201614
ACADIAN ASSET MANAGEMENT LLC 510.00%0.00%0.00%Q3 2013Q2 202314
AMICA PENSION FUND BOARD OF TRUSTEES 14140.02%0.03%0.05%Q2 2013Q3 201614
BRINKER CAPITAL INC 1040.02%0.02%0.03%Q2 2016Q4 201914
Proficio Capital Partners LLC 14140.01%0.02%0.03%Q1 2016Q2 201914
ZACKS INVESTMENT MANAGEMENT 1040.03%0.06%0.10%Q1 2019Q3 202314
Core Wealth Advisors, Inc. 14140.00%0.00%0.00%Q4 2019Q1 202314
ING GROEP NV 910.00%0.01%0.02%Q2 2013Q2 202314
SYNOVUS FINANCIAL CORP 730.00%0.00%0.00%Q4 2014Q2 202014
HONEYWELL INTERNATIONAL INC 14140.03%0.21%0.97%Q1 2016Q2 201914
Independent Advisor Alliance 14140.01%0.03%0.07%Q3 2018Q4 202114
AMICA MUTUAL INSURANCE CO 14140.01%0.03%0.05%Q2 2013Q3 201614
NN Investment Partners Holdings N.V. 860.00%0.10%0.36%Q1 2016Q2 202014
La Francaise Forum Securities Ltd 14140.19%3.23%7.52%Q3 2013Q4 201614
AEW CAPITAL MANAGEMENT L P 14140.07%0.80%1.90%Q2 2013Q3 201614
First Personal Financial Services 1310.00%0.00%0.01%Q1 2015Q2 201914
Handelsbanken Fonder AB 14140.00%0.00%0.01%Q2 2020Q3 202314
Shinko Asset Management Co., Ltd. 14140.80%1.05%1.69%Q2 2013Q3 201614
B. Riley Wealth Advisors, Inc. 810.00%0.02%0.04%Q2 2014Q2 202314
Heritage Wealth Advisors 14140.01%0.01%0.01%Q2 2020Q3 202314
Echo Street Capital Management LLC 510.12%0.30%0.68%Q1 2014Q3 201914
XPONANCE, INC. 14140.01%0.01%0.01%Q2 2020Q3 202314
BOKF, NA 620.00%0.01%0.03%Q2 2013Q3 202314
DekaBank Deutsche Girozentrale 810.00%0.00%0.01%Q4 2018Q3 202314
COHEN & STEERS, INC. 810.00%0.42%1.03%Q4 2013Q3 202313
Redpoint Investment Management Pty Ltd 760.02%0.03%0.05%Q3 2018Q3 202213
People's United Financial, Inc. 13130.03%0.04%0.05%Q4 2016Q4 201913
Carroll Financial Associates, Inc. 1120.00%0.01%0.02%Q2 2018Q4 202113
NATIXIS 710.00%0.01%0.10%Q1 2017Q3 202313
PUBLIC SECTOR PENSION INVESTMENT BOARD 1120.01%0.03%0.05%Q2 2013Q1 201913
Spouting Rock Asset Management, LLC 730.20%0.58%2.59%Q4 2019Q3 202313
Mutual Advisors, LLC 940.01%0.05%0.16%Q4 2017Q2 202213
Barnett & Company, Inc. 1210.00%0.01%0.01%Q1 2016Q1 202113
A.R.T. Advisors, LLC 610.02%0.06%0.11%Q4 2015Q4 201913
BLAIR WILLIAM & CO/IL 910.00%0.01%0.03%Q2 2013Q2 202313
Hexagon Capital Partners LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
PRIVATE TRUST CO NA 1120.00%0.03%0.04%Q2 2014Q3 202313
AGF Investments LLC 850.00%0.07%0.26%Q4 2016Q1 202013
KENNEDY CAPITAL MANAGEMENT LLC 13130.04%0.29%0.38%Q2 2013Q2 201613
GROUP ONE TRADING, L.P. 310.00%0.00%0.03%Q2 2013Q3 202313
Torch Wealth Management LLC 13131.06%1.35%1.57%Q4 2016Q4 201913
MACKENZIE FINANCIAL CORP 760.00%0.01%0.02%Q3 2018Q3 202313
TIAA CREF TRUST CO FSB/MO 850.01%0.03%0.08%Q4 2013Q1 201713
Friedberg Investment Management 13130.82%1.32%1.80%Q3 2014Q3 201713
UNITED CAPITAL FINANCIAL ADVISORS, LLC 760.00%0.01%0.01%Q2 2015Q2 201913
JANICZEK WEALTH MANAGEMENT, LLC 1210.00%0.00%0.01%Q2 2019Q3 202313
UBS OCONNOR LLC 310.01%0.06%0.19%Q2 2013Q3 202312
PRELUDE CAPITAL MANAGEMENT, LLC 410.00%0.01%0.03%Q4 2013Q2 202312
Tyers Asset Management LLC 12120.01%0.09%0.23%Q4 2016Q3 201912
Flinton Capital Management LLC 12120.02%0.10%0.28%Q4 2016Q3 201912
Cipher Capital LP 510.03%0.08%0.16%Q1 2016Q2 202312
Royal Fund Management, LLC 12120.00%0.01%0.02%Q2 2017Q1 202012
RUSSELL FRANK CO/ 12120.01%0.03%0.07%Q2 2013Q1 201612
SOA Wealth Advisors, LLC. 12120.00%0.00%0.00%Q4 2020Q3 202312
STEPHENS INC /AR/ 1020.01%0.05%0.09%Q2 2013Q3 202012
Amica Retiree Medical Trust 12120.02%0.03%0.05%Q4 2013Q3 201612
Berman Capital Advisors, LLC 12120.00%0.00%0.00%Q4 2018Q3 202112
PARK AVENUE SECURITIES LLC 12120.03%0.09%0.12%Q1 2017Q4 201912
WFG Advisors, LP 840.00%0.03%0.11%Q2 2013Q2 201712
Certified Advisory Corp 1110.00%0.00%0.01%Q4 2017Q1 202112
Neuburgh Advisers LLC 12120.02%0.13%0.35%Q4 2016Q3 201912
WINTON GROUP Ltd 710.01%0.07%0.24%Q1 2017Q4 202212
Glen Harbor Capital Management LLC 12120.01%0.04%0.10%Q4 2016Q3 201912
ALPS ADVISORS INC 840.00%0.01%0.01%Q4 2019Q3 202312
DRIEHAUS CAPITAL MANAGEMENT LLC 610.02%0.09%0.28%Q1 2014Q4 201911
Campbell & CO Investment Adviser LLC 710.12%0.25%0.53%Q3 2017Q3 202311
Maryland State Retirement & Pension System 11110.01%0.01%0.02%Q1 2021Q3 202311
FIL Ltd 740.01%0.04%0.07%Q1 2016Q4 201911
OFI Advisors LLC 11110.01%0.01%0.01%Q1 2013Q3 201511
TRUST & FIDUCIARY MANAGEMENT SERVICES INC 11111.99%3.57%4.28%Q2 2013Q4 201511
HAP Trading, LLC 550.00%0.13%0.35%Q4 2020Q4 202111
Brookfield Asset Management 740.01%0.25%0.35%Q2 2018Q4 202211
Global X Management CO LLC 810.00%0.03%0.07%Q4 2013Q2 201811
Vantage Investment Advisors, LLC 11110.00%0.01%0.01%Q3 2015Q1 201811
Spire Wealth Management 11110.00%0.00%0.00%Q1 2021Q3 202311
WADE G W & INC 11110.06%0.08%0.09%Q1 2015Q3 201711
Ilmarinen Mutual Pension Insurance Co 11110.00%0.06%0.09%Q1 2021Q3 202311
AlphaCrest Capital Management LLC 710.01%0.04%0.09%Q4 2018Q3 202211
Private Advisor Group, LLC 510.00%0.00%0.01%Q1 2017Q3 202311
Global Wealth Management Investment Advisory, Inc. 1010.00%0.02%0.05%Q4 2018Q2 202211
Orion Capital Management LLC 1010.00%0.00%0.00%Q4 2020Q3 202311
abrdn plc 11110.00%0.00%0.00%Q1 2021Q3 202311
UBS AG 660.00%0.00%0.01%Q2 2013Q3 201411
Willingdon Wealth Management 11110.42%1.30%2.11%Q2 2015Q4 201711
Ellevest, Inc. 1010.00%0.00%0.00%Q1 2020Q1 202311
Schonfeld Strategic Advisors LLC 210.00%0.04%0.13%Q4 2017Q3 202311
Tradition Wealth Management, LLC 1010.00%0.00%0.00%Q4 2020Q3 202311
Dorsey & Whitney Trust CO LLC 11110.05%0.11%0.14%Q2 2015Q4 201711
FOX RUN MANAGEMENT, L.L.C. 310.08%0.21%0.30%Q3 2016Q4 202211
WEALTHCARE CAPITAL MANAGEMENT LLC 1010.00%0.00%0.00%Q2 2017Q1 202111
BDO Wealth Advisors, LLC 11110.00%0.00%0.00%Q4 2020Q2 202311
Summit X, LLC 11110.15%0.25%0.39%Q2 2017Q4 201911
MASSMUTUAL TRUST CO FSB/ADV 910.00%0.00%0.00%Q4 2017Q3 202210
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.01%Q2 2018Q3 202010
Point72 Asset Management, L.P. 510.00%0.02%0.09%Q4 2018Q1 202310
6 Meridian 10100.02%0.05%0.05%Q4 2017Q1 202010
Amundi 10100.00%0.00%0.00%Q2 2021Q3 202310
Engineers Gate Manager LP 410.01%0.02%0.03%Q3 2019Q2 202310
WELLINGTON MANAGEMENT GROUP LLP 420.00%0.00%0.00%Q2 2018Q3 202310
Quadrature Capital Ltd 410.01%0.02%0.05%Q3 2016Q1 202210
PZENA INVESTMENT MANAGEMENT LLC 10100.01%0.08%0.15%Q1 2014Q2 201610
West Branch Capital LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Paloma Partners Management Co 510.00%0.01%0.08%Q1 2015Q1 202210
JACOBS LEVY EQUITY MANAGEMENT, INC 610.00%0.02%0.03%Q2 2013Q1 202210
STEVENS CAPITAL MANAGEMENT LP 210.01%0.08%0.19%Q2 2013Q2 202310
10-15 ASSOCIATES, INC. 10100.10%0.13%0.15%Q3 2017Q4 201910
Camelot Portfolios, LLC 10100.27%0.41%0.56%Q2 2021Q3 202310
OSTERWEIS CAPITAL MANAGEMENT INC 10100.07%2.25%5.18%Q2 2015Q3 201710
CADENCE CAPITAL MANAGEMENT LLC 10100.01%0.02%0.03%Q2 2016Q3 201810
CENTRAL TRUST Co 10100.00%0.00%0.01%Q2 2015Q3 201710
Sheaff Brock Investment Advisors, LLC 910.02%0.04%0.06%Q4 2015Q3 201910
Harvest Fund Management Co., Ltd 10100.00%0.01%0.03%Q2 2021Q3 202310
Xact Kapitalforvaltning AB 10100.01%0.02%0.03%Q4 2017Q1 202010
Cetera Advisors LLC 640.01%0.02%0.02%Q1 2016Q3 201910
Rockefeller Capital Management L.P. 710.00%0.00%0.00%Q1 2019Q4 202210
HighTower Advisors, LLC 410.00%0.00%0.01%Q2 2013Q3 202310
SIMPLEX TRADING, LLC 510.00%0.00%0.01%Q2 2015Q4 202110
INFRASTRUCTURE CAPITAL ADVISORS, LLC 410.03%0.14%0.66%Q1 2020Q3 202310
Ahrens Investment Partners LLC 610.01%0.10%0.20%Q2 2017Q1 202310
SFMG, LLC 640.03%0.05%0.08%Q2 2017Q4 201910
MERITAGE PORTFOLIO MANAGEMENT 10100.30%0.44%0.62%Q1 2014Q2 201610
PSI Advisors, LLC 910.00%0.04%0.18%Q4 2019Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
Lake Point Wealth Management 520.00%0.00%0.00%Q4 2018Q2 202210
CITY NATIONAL BANK 10100.53%0.65%0.75%Q2 2013Q3 201510
WealthPLAN Partners, LLC 820.00%0.05%0.08%Q2 2017Q2 202310
Dynamic Technology Lab Private Ltd 310.03%0.09%0.21%Q3 2015Q4 20219
OAKBROOK INVESTMENTS LLC 630.02%0.02%0.06%Q2 2016Q4 20199
Wealthspire Advisors, L.P. 990.00%0.00%0.00%Q1 2017Q1 20199
Jacobi Capital Management LLC 810.00%0.00%0.00%Q2 2017Q1 20209
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 990.00%0.00%0.00%Q1 2018Q1 20209
Caption Management, LLC 440.01%0.04%0.09%Q2 2021Q2 20239
Ranger International Management, LP 990.06%2.91%5.36%Q2 2015Q2 20179
Laurel Wealth Planning LLC 990.00%0.00%0.01%Q4 2020Q4 20229
Verition Fund Management LLC 310.01%0.03%0.06%Q4 2016Q3 20239
Sutton Wealth Advisors Inc. 540.00%0.00%0.01%Q3 2016Q4 20229
AEGON ASSET MANAGEMENT UK PLC 990.01%0.16%0.30%Q2 2013Q2 20159
Weiss Asset Management LP 420.03%0.84%1.93%Q2 2017Q3 20209
Jefferies Group LLC 510.00%0.01%0.02%Q2 2015Q3 20199
AVANTAX ADVISORY SERVICES, INC. 510.00%0.00%0.01%Q4 2019Q2 20239
TRUEWEALTH LLC 990.00%0.00%0.01%Q4 2017Q4 20199
BOOTHBAY FUND MANAGEMENT, LLC 410.01%0.04%0.10%Q2 2019Q3 20239
NumerixS Investment Technologies Inc 410.01%0.06%0.17%Q4 2016Q2 20209
Vectors Research Management, LLC 990.00%0.00%0.00%Q2 2020Q2 20229
Vestcor Inc 410.00%0.06%0.17%Q4 2019Q3 20239
Independent Portfolio Consultants, Inc. 990.00%0.01%0.02%Q2 2015Q2 20179
Neo Ivy Capital Management 610.01%0.17%0.54%Q2 2019Q3 20229
ONTARIO TEACHERS PENSION PLAN BOARD 810.00%0.03%0.05%Q3 2016Q3 20239
MANAGED ACCOUNT ADVISORS LLC 990.00%0.01%0.01%Q2 2013Q2 20159
ALGERT GLOBAL LLC 710.03%0.05%0.07%Q4 2018Q3 20239
Baron Financial Group, LLC 880.01%0.01%0.01%Q3 2020Q2 20228
Covestor Ltd 880.00%0.01%0.03%Q4 2021Q3 20238
ADVANTAGE INVESTMENT MANAGEMENT, LLC 530.00%0.01%0.01%Q2 2017Q3 20198
CLEAR STREET MARKETS LLC 710.00%0.03%0.13%Q1 2019Q1 20238
Byrne Asset Management LLC 880.12%0.16%0.21%Q4 2021Q3 20238
Pinnacle Summer Investments, Inc. 880.00%0.01%0.02%Q3 2013Q2 20158
Hillcrest Asset Management LLC 511.52%2.02%2.41%Q4 2010Q4 20218
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 510.02%0.02%0.03%Q4 2018Q2 20218
PICTET ASSET MANAGEMENT SA 880.00%0.00%0.00%Q3 2021Q2 20238
BLUEFIN CAPITAL MANAGEMENT, LLC 550.00%0.05%0.14%Q4 2020Q4 20218
CROFT-LEOMINSTER INC 880.06%0.07%0.09%Q4 2014Q3 20168
NOMURA HOLDINGS INC 210.00%0.00%0.00%Q2 2013Q1 20228
RESOURCE AMERICA, INC. 711.52%2.50%3.22%Q4 2017Q1 20208
CENTAURUS FINANCIAL, INC. 880.02%0.03%0.04%Q1 2018Q4 20198
GENERAL MOTORS INVESTMENT MANAGEMENT CORP 880.06%0.06%0.08%Q2 2013Q1 20158
WHITTIER TRUST CO OF NEVADA INC 620.00%0.00%0.00%Q4 2016Q1 20208
Vident Investment Advisory, LLC 320.01%0.05%0.14%Q4 2014Q1 20188
Dynamic Advisor Solutions LLC 530.13%0.94%1.92%Q3 2015Q3 20178
ENTERPRISE FINANCIAL SERVICES CORP 620.00%0.00%0.00%Q2 2013Q2 20218
Pinion Investment Advisors, LLC 880.59%0.75%0.92%Q1 2018Q4 20198
Itau Unibanco Holding S.A. 410.00%0.01%0.02%Q2 2017Q4 20198
Psagot Value Holdings Ltd. 620.00%0.00%0.01%Q4 2013Q1 20218
AlphaMark Advisors, LLC 440.00%0.02%0.06%Q1 2019Q3 20238
MSI Financial Services Inc 880.00%0.01%0.02%Q1 2015Q4 20168
Financial Gravity Asset Management, Inc. 320.00%0.01%0.04%Q1 2018Q2 20238
Virtu Financial LLC 410.01%0.02%0.04%Q4 2017Q1 20218
Bell Investment Advisors, Inc 620.00%0.00%0.00%Q3 2021Q3 20238
COMMONWEALTH BANK OF AUSTRALIA 440.00%0.01%0.01%Q2 2013Q2 20198
TUDOR INVESTMENT CORP ET AL 210.00%0.02%0.06%Q3 2016Q2 20238
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 530.01%0.05%0.08%Q3 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Accel Wealth Management 530.00%0.01%0.03%Q4 2020Q1 20238
FIRST HAWAIIAN BANK 410.01%0.02%0.04%Q2 2013Q1 20198
Weaver C. Barksdale & Associates, Inc. 880.00%0.00%0.01%Q1 2016Q4 20178
Mizuho Trust & Banking Co., Ltd. 880.00%0.00%0.00%Q4 2014Q3 20168
Waterfront Capital Partners, LLC 310.04%1.53%4.77%Q1 2017Q3 20238
TD Capital Management LLC 530.00%0.00%0.00%Q2 2021Q3 20238
HARTFORD INVESTMENT MANAGEMENT CO 410.00%0.01%0.01%Q1 2014Q4 20188
BRASADA CAPITAL MANAGEMENT, LP 710.01%0.14%0.68%Q4 2017Q4 20198
CARILLON TOWER ADVISERS, INC. 880.12%0.23%0.28%Q1 2018Q4 20198
1620 INVESTMENT ADVISORS, INC. 880.60%0.68%0.87%Q4 2021Q3 20238
DISCOVERY CAPITAL MANAGEMENT, LLC / CT 880.89%1.51%2.42%Q1 2021Q4 20228
PITCAIRN CO 620.02%0.02%0.02%Q1 2021Q3 20238
HHM Wealth Advisors, LLC 880.00%0.00%0.00%Q1 2020Q4 20218
Arkadios Wealth Advisors 880.00%0.00%0.01%Q4 2019Q3 20218
YOUSIF CAPITAL MANAGEMENT, LLC 880.02%0.02%0.03%Q4 2021Q3 20238
D'Orazio & Associates, Inc. 880.00%0.00%0.00%Q4 2018Q3 20208
West Family Investments, Inc. 710.05%0.06%0.08%Q4 2014Q2 20178
JT Stratford LLC 440.25%0.30%0.40%Q1 2019Q3 20238
GLOBEFLEX CAPITAL L P 310.02%0.06%0.12%Q2 2013Q3 20238
AE Wealth Management LLC 410.00%0.01%0.02%Q1 2019Q3 20238
PEREGRINE CAPITAL MANAGEMENT LLC 620.00%0.26%0.39%Q1 2020Q2 20228
Placemark Investments, Inc. 770.02%0.02%0.03%Q2 2013Q4 20147
All Season Financial Advisors, Inc. 770.30%0.35%0.41%Q1 2022Q3 20237
TWO SIGMA SECURITIES, LLC 210.00%0.01%0.04%Q3 2017Q3 20237
Alberta Investment Management Corp 410.01%0.02%0.03%Q4 2015Q3 20237
State of Wyoming 520.01%0.04%0.11%Q4 2021Q3 20237
Brandywine Global Investment Management, LLC 770.01%0.02%0.03%Q1 2022Q3 20237
PICTET ASSET MANAGEMENT LTD 770.00%0.00%0.00%Q4 2019Q2 20217
NewEdge Advisors, LLC 410.00%0.01%0.02%Q2 2017Q3 20237
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 610.40%1.23%1.92%Q4 2017Q3 20207
MERCER GLOBAL ADVISORS INC /ADV 610.01%0.01%0.01%Q2 2020Q3 20237
BROWN BROTHERS HARRIMAN & CO 210.00%0.00%0.00%Q1 2013Q3 20227
Fieldpoint Private Securities, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
Hartford Financial Management Inc. 770.00%0.01%0.01%Q3 2016Q1 20187
LOOMIS SAYLES & CO L P 410.00%0.00%0.00%Q2 2015Q3 20237
Quantitative Investment Management, LLC 410.02%0.05%0.14%Q3 2018Q4 20207
LEGG MASON, INC. 771.88%3.60%4.23%Q3 2018Q1 20207
CAXTON ASSOCIATES LP 310.00%0.06%0.13%Q1 2017Q1 20227
SeaCrest Wealth Management, LLC 610.00%0.04%0.09%Q4 2017Q4 20197
Meiji Yasuda Asset Management Co Ltd. 770.04%0.04%0.06%Q1 2022Q3 20237
RPG Investment Advisory, LLC 770.00%0.00%0.00%Q1 2020Q3 20217
BBVA USA Bancshares, Inc. 770.01%0.02%0.02%Q2 2013Q4 20147
NATIONAL BANK OF CANADA /FI/ 770.00%0.00%0.00%Q1 2022Q3 20237
&PARTNERS 770.26%0.44%0.72%Q4 2018Q2 20207
CIBC Private Wealth Group, LLC 770.00%0.00%0.00%Q3 2017Q1 20197
Walthausen & Co., LLC 770.57%0.77%0.87%Q1 2021Q3 20227
COLONY GROUP LLC 430.00%0.01%0.01%Q1 2019Q3 20237
Raleigh Capital Management Inc. 770.01%0.02%0.03%Q1 2022Q3 20237
Virtus ETF Advisers LLC 770.23%0.54%0.75%Q2 2019Q4 20207
Armbruster Capital Management, Inc. 770.00%0.00%0.01%Q2 2016Q4 20177
BASSO CAPITAL MANAGEMENT, L.P. 420.13%0.26%0.39%Q2 2013Q4 20147
Nut Tree Capital Management, LP 774.20%14.08%20.65%Q1 2020Q3 20217
Laurel Wealth Advisors, Inc. 520.05%0.12%0.21%Q2 2018Q1 20207
Pearl River Capital, LLC 610.00%0.20%0.75%Q4 2018Q3 20207
HARVEST GROUP WEALTH MANAGEMENT, LLC 430.00%0.00%0.00%Q1 2019Q4 20207
Twin Tree Management, LP 430.00%0.01%0.02%Q3 2017Q3 20197
Weiss Multi-Strategy Advisers LLC 310.25%0.53%1.03%Q4 2016Q1 20207
Rehmann Capital Advisory Group 770.00%0.00%0.01%Q1 2018Q3 20197
Sowell Financial Services LLC 770.00%0.00%0.01%Q3 2019Q1 20217
IndexIQ Advisors LLC 770.03%0.04%0.06%Q3 2020Q1 20227
CETERA INVESTMENT MANAGEMENT LLC 770.59%0.76%0.93%Q4 2015Q2 20177
TRUE Private Wealth Advisors 510.00%0.00%0.00%Q3 2018Q4 20207
CIM INVESTMENT MANAGEMENT INC 660.10%0.11%0.15%Q4 2014Q1 20166
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 660.03%0.04%0.05%Q4 2021Q1 20236
SEI TRUST CO 660.09%0.10%0.14%Q2 2013Q3 20146
Taconic Capital Advisors LP 660.05%0.18%0.48%Q1 2021Q2 20226
Virtu KCG Holdings LLC 210.00%0.01%0.02%Q3 2013Q2 20176
Laurel Wealth Advisors LLC 660.00%0.00%0.00%Q4 2018Q1 20206
CAPITAL ONE, NATIONAL ASSOCIATION 660.03%0.04%0.04%Q4 2015Q1 20176
RITTER DANIHER FINANCIAL ADVISORY LLC 660.00%0.00%0.00%Q4 2020Q1 20226
NATIXIS ADVISORS, L.P. 660.04%0.13%0.17%Q2 2013Q3 20146
BANK OF HAWAII 410.02%0.02%0.04%Q2 2013Q3 20166
Charter Oak Capital Management, LLC 660.00%0.01%0.01%Q1 2021Q2 20226
PARADIGM ASSET MANAGEMENT CO LLC 420.01%0.02%0.07%Q2 2013Q4 20166
Integrated Wealth Concepts LLC 210.01%0.02%0.03%Q4 2019Q1 20226
SUN LIFE FINANCIAL INC 660.03%0.08%0.13%Q2 2018Q3 20196
CHILTON CAPITAL MANAGEMENT LLC 510.00%0.04%0.08%Q2 2013Q2 20226
NTV ASSET MANAGEMENT LLC 660.07%0.09%0.09%Q3 2018Q4 20196
REDWOOD CAPITAL MANAGEMENT, LLC 660.72%9.18%14.80%Q2 2020Q3 20216
Harel Insurance Investments & Financial Services Ltd. 660.00%0.00%0.00%Q1 2022Q2 20236
Randolph Co Inc 661.06%1.58%2.31%Q3 2018Q4 20196
BURNEY CO/ 660.01%0.02%0.02%Q3 2018Q4 20196
Quad-Cities Investment Group, LLC 660.01%0.01%0.02%Q2 2018Q3 20196
Guidant Wealth Advisors 660.00%0.01%0.01%Q2 2017Q3 20186
Man Group plc 510.00%0.01%0.01%Q1 2020Q4 20226
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Plante Moran Financial Advisors, LLC 510.00%0.00%0.01%Q4 2015Q3 20176
Paragon Capital Management Ltd 660.09%0.16%0.27%Q2 2017Q3 20186
CVA Family Office, LLC 420.00%0.00%0.00%Q1 2021Q3 20226
Legacy Financial Advisors, Inc. 660.00%0.00%0.00%Q4 2017Q1 20196
Financial Management Professionals, Inc. 410.00%0.00%0.00%Q2 2016Q3 20236
JANUS HENDERSON INVESTORS US LLC 410.00%0.00%0.01%Q2 2013Q1 20176
TRUST CO OF VERMONT 660.00%0.00%0.01%Q4 2015Q1 20176
Weaver Consulting Group 660.00%0.00%0.00%Q2 2019Q3 20206
Investors Research Corp 660.00%0.00%0.00%Q2 2022Q3 20236
EATON VANCE MANAGEMENT 660.00%0.00%0.00%Q1 2021Q2 20226
Quantamental Technologies LLC 220.01%0.13%0.26%Q4 2018Q3 20216
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 660.00%0.00%0.00%Q1 2019Q2 20206
Harrison Street Securities, LLC 661.89%2.76%3.93%Q1 2014Q2 20156
PATHSTONE FAMILY OFFICE, LLC 510.00%0.00%0.01%Q1 2022Q3 20236
UNITED SERVICES AUTOMOBILE ASSOCIATION 660.00%0.00%0.01%Q1 2018Q2 20196
Hillsdale Investment Management Inc. 210.01%0.11%0.21%Q2 2013Q4 20186
Ziegler Capital Management, LLC 660.02%0.02%0.02%Q2 2022Q3 20236
WealthTrust-Arizona, LLC 420.01%0.02%0.02%Q2 2017Q4 20186
PDT Partners, LLC 220.01%0.05%0.09%Q2 2013Q2 20156
LEVEL FOUR ADVISORY SERVICES, LLC 420.02%0.03%0.05%Q4 2016Q3 20186
OneDigital Investment Advisors LLC 660.00%0.00%0.00%Q2 2017Q3 20186
SANDLER CAPITAL MANAGEMENT 660.02%0.05%0.08%Q1 2016Q2 20176
DUBUQUE BANK & TRUST CO 420.00%0.00%0.00%Q4 2015Q1 20196
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 660.00%0.01%0.02%Q2 2022Q3 20236
DECADE CAPITAL MANAGEMENT LLC 410.02%0.08%0.16%Q2 2013Q2 20156
AFFINITY INVESTMENT ADVISORS, LLC 510.02%0.06%0.22%Q1 2016Q3 20236
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 510.00%0.01%0.03%Q3 2021Q3 20236
TD ASSET MANAGEMENT INC 320.00%0.00%0.00%Q3 2019Q3 20225
Financial Engines Advisors L.L.C. 550.00%0.00%0.00%Q3 2020Q3 20215
Capital Investment Advisors, LLC 410.01%0.01%0.01%Q3 2018Q4 20195
TORONTO DOMINION BANK 210.00%0.00%0.00%Q2 2017Q4 20215
BRIDGEWAY CAPITAL MANAGEMENT, LLC 550.05%0.06%0.07%Q2 2014Q2 20155
Lido Advisors, LLC 310.01%0.07%0.12%Q3 2017Q3 20215
OPPENHEIMER ASSET MANAGEMENT INC. 550.01%0.01%0.01%Q3 2017Q3 20185
Stratos Wealth Partners, LTD. 410.00%0.01%0.02%Q2 2017Q3 20185
IHT Wealth Management, LLC 410.00%0.01%0.03%Q2 2017Q2 20195
NORTHWEST WEALTH MANAGEMENT, LLC 550.03%0.04%0.05%Q1 2018Q1 20195
Stonebridge Capital Advisors LLC 320.00%0.00%0.00%Q2 2019Q2 20215
Blueshift Asset Management, LLC 310.02%0.07%0.16%Q4 2018Q1 20225
RATIONAL ADVISORS LLC 550.13%0.20%0.29%Q4 2012Q4 20135
FIRST CITIZENS BANK & TRUST CO 550.05%0.08%0.08%Q4 2013Q4 20145
First Allied Asset Management, Inc. 550.85%0.94%0.98%Q1 2014Q1 20155
Vanguard Personalized Indexing Management, LLC 310.01%0.02%0.03%Q1 2021Q3 20235
SILVERCREST ASSET MANAGEMENT GROUP LLC 550.00%0.00%0.00%Q4 2018Q4 20195
WADDELL & REED FINANCIAL INC 550.01%0.02%0.02%Q1 2016Q1 20175
Stelac Advisory Services LLC 550.03%0.05%0.06%Q2 2020Q2 20215
ELLINGTON MANAGEMENT GROUP LLC 210.02%0.10%0.20%Q3 2015Q4 20195
Weather Gauge Advisory, LLC 550.23%0.26%0.27%Q4 2018Q4 20195
Integrated Wealth Management 410.00%0.01%0.01%Q1 2015Q3 20165
FORA Capital, LLC 310.02%0.05%0.09%Q4 2019Q1 20225
BAIRD ROBERT W & CO INC /WI/ 550.00%0.00%0.01%Q1 2014Q1 20155
Cassady Schiller Wealth Management, LLC 410.00%0.00%0.00%Q4 2021Q3 20235
RAYMOND JAMES TRUST N.A. 410.01%0.02%0.02%Q3 2018Q4 20195
Banyan Partners, LLC 550.19%0.23%0.25%Q3 2013Q3 20145
CSS LLC/IL 110.01%0.02%0.06%Q1 2019Q2 20225
Paradigm Financial Partners, LLC 550.59%0.77%0.94%Q4 2018Q4 20195
Argent Trust Co 550.10%0.13%0.18%Q4 2016Q4 20175
GHP Investment Advisors, Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
Kavar Capital Partners, LLC 320.00%0.07%0.20%Q2 2015Q3 20205
FARMERS & MERCHANTS INVESTMENTS INC 550.00%0.00%0.00%Q3 2022Q3 20235
BECK CAPITAL MANAGEMENT, LLC 410.12%0.28%0.74%Q1 2015Q1 20175
First Trust Direct Indexing L.P. 310.02%0.03%0.03%Q2 2021Q2 20235
Csenge Advisory Group 550.01%0.07%0.09%Q3 2017Q3 20185
Skandinaviska Enskilda Banken AB (publ) 550.00%0.01%0.01%Q2 2019Q2 20205
Aston Asset Management, LLC 410.10%0.12%0.13%Q1 2014Q2 20155
CENTERSQUARE INVESTMENT MANAGEMENT LLC 410.00%0.29%0.54%Q1 2021Q2 20225
BB&T INVESTMENT SERVICES, INC. 550.00%0.01%0.01%Q4 2016Q4 20175
MACKAY SHIELDS LLC 550.00%0.04%0.07%Q3 2018Q3 20195
Holocene Advisors, LP 310.00%0.01%0.01%Q1 2018Q2 20235
Strategic Asset Management, LLC 550.01%0.01%0.01%Q3 2021Q3 20225
Partnervest Advisory Services LLC 550.00%0.00%0.00%Q2 2013Q2 20145
Avion Wealth 320.00%0.01%0.01%Q1 2020Q3 20235
RESOURCES MANAGEMENT CORP /CT/ /ADV 550.01%0.02%0.02%Q3 2019Q3 20205
St. Johns Investment Management Company, LLC 550.01%0.01%0.01%Q1 2014Q1 20155
Highstreet Asset Management Inc. 550.00%0.00%0.01%Q4 2018Q4 20195
B&I Capital AG 550.34%0.64%0.87%Q2 2021Q2 20225
OMERS ADMINISTRATION Corp 550.01%0.04%0.07%Q1 2019Q1 20205
Jupiter Investment Management Ltd 320.01%0.01%0.04%Q3 2017Q4 20195
FINANCIAL COUNSELORS INC 410.01%0.01%0.01%Q1 2017Q4 20195
Connor, Clark & Lunn Investment Management Ltd. 310.00%0.01%0.02%Q2 2016Q1 20215
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 410.00%0.01%0.02%Q1 2021Q3 20225
Hoover Financial Advisors, Inc. 310.00%0.01%0.02%Q2 2020Q2 20214
Symmetry Partners, LLC 440.06%0.06%0.07%Q1 2019Q4 20194
Bridgefront Capital, LLC 210.10%0.18%0.29%Q4 2020Q2 20234
WEALTHFRONT Corp 440.00%0.00%0.00%Q4 2014Q3 20154
TIAA, FSB 440.01%0.04%0.08%Q2 2017Q1 20184
JFS WEALTH ADVISORS, LLC 440.00%0.00%0.00%Q1 2020Q4 20204
MRP Capital Investments, LLC 440.38%0.47%0.52%Q4 2022Q3 20234
Invictus RG 440.03%0.13%0.27%Q2 2016Q1 20174
Gupta Wealth Management LLC 440.00%0.00%0.00%Q1 2015Q4 20154
EMC Capital Management 440.09%0.13%0.22%Q4 2022Q3 20234
Signature Wealth Management Group 440.00%0.00%0.00%Q4 2017Q3 20184
CHARTWELL INVESTMENT PARTNERS, LLC 440.03%0.03%0.03%Q2 2014Q1 20154
OXFORD ASSET MANAGEMENT LLP 310.01%0.02%0.05%Q4 2017Q4 20194
EVERMAY WEALTH MANAGEMENT LLC 440.00%0.00%0.00%Q4 2022Q3 20234
SUNTRUST BANKS INC 210.00%0.00%0.01%Q2 2013Q1 20194
Hudock, Inc. 440.00%0.00%0.00%Q4 2021Q3 20224
BARINGS LLC 310.01%0.01%0.01%Q2 2016Q3 20194
Capital Investment Advisory Services, LLC 440.01%0.01%0.02%Q4 2018Q3 20194
Cambria Investment Management, L.P. 440.02%0.03%0.03%Q4 2022Q3 20234
LITTLEJOHN & CO LLC 330.00%0.64%1.61%Q1 2021Q3 20214
PIEDMONT INVESTMENT ADVISORS INC 310.01%0.03%0.05%Q2 2018Q4 20194
Koesten, Hirschmann & Crabtree, INC. 440.02%0.02%0.02%Q4 2022Q3 20234
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 440.09%0.10%0.10%Q2 2013Q1 20144
GAM Holding AG 310.01%0.01%0.01%Q3 2013Q2 20174
MONETARY MANAGEMENT GROUP INC 440.03%0.05%0.09%Q4 2014Q3 20154
AMERICAN NATIONAL BANK 440.00%0.00%0.00%Q4 2022Q3 20234
Magnetar Financial LLC 310.00%0.01%0.02%Q1 2018Q4 20194
MARK SHEPTOFF FINANCIAL PLANNING, LLC 440.00%0.01%0.01%Q3 2019Q2 20204
Oak Thistle LLC 210.11%0.34%0.82%Q4 2021Q3 20234
MARSHALL WACE, LLP 210.01%0.01%0.02%Q2 2016Q4 20204
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Clarus Wealth Advisors 440.01%0.01%0.01%Q2 2018Q1 20194
FORT, L.P. 220.00%0.01%0.01%Q3 2018Q4 20194
JOYN Advisors, Inc. 440.00%0.00%0.01%Q1 2018Q4 20184
Householder Group Estate & Retirement Specialist, LLC 310.00%0.00%0.00%Q3 2022Q3 20234
Baker Avenue Asset Management, LP 440.00%0.00%0.00%Q4 2022Q3 20234
Greenland Capital Management LP 330.07%0.21%0.41%Q1 2023Q3 20234
Dakota Wealth Management 440.08%0.26%0.41%Q1 2019Q4 20194
Laird Norton Wetherby Wealth Management, LLC 210.01%0.01%0.02%Q2 2020Q1 20224
DigitalBridge Group, Inc. 440.09%0.11%0.12%Q3 2022Q2 20234
Quantinno Capital Management LP 440.08%0.14%0.18%Q4 2022Q3 20234
RFP Financial Group LLC 440.00%0.00%0.00%Q4 2022Q3 20234
MCKINLEY CAPITAL MANAGEMENT LLC 440.01%0.02%0.02%Q3 2013Q2 20144
IBEX WEALTH ADVISORS 440.80%0.94%1.18%Q3 2016Q2 20174
DUALITY ADVISERS, LP 210.08%0.16%0.27%Q3 2020Q4 20214
Neuberger Berman Canada ULC 440.27%0.34%0.39%Q4 2016Q3 20174
Simplicity Solutions, LLC 440.01%0.01%0.02%Q1 2019Q4 20194
Sound Stewardship, LLC 440.18%0.20%0.23%Q4 2022Q3 20234
Red Spruce Capital, LLC 441.47%1.66%1.90%Q4 2019Q3 20204
CSat Investment Advisory, L.P. 440.00%0.00%0.01%Q2 2019Q1 20204
Snowden Capital Advisors LLC 310.00%0.00%0.00%Q2 2019Q4 20214
Princeton Alpha Management LP 210.06%0.08%0.10%Q4 2014Q4 20164
EverSource Wealth Advisors, LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Quent Capital, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
HOEY INVESTMENTS, INC 440.00%0.00%0.00%Q1 2021Q4 20214
Robertson Stephens Wealth Management, LLC 310.02%0.02%0.02%Q4 2021Q2 20234
PCG Wealth Advisors, LLC 310.09%0.18%0.23%Q3 2022Q3 20234
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 440.46%0.52%0.61%Q2 2013Q1 20144
Jump Financial, LLC 210.01%0.05%0.10%Q4 2021Q3 20234
Kore Private Wealth LLC 310.00%0.01%0.02%Q1 2019Q2 20204
GraniteShares Advisors LLC 440.51%1.16%1.50%Q4 2022Q3 20234
Kalos Management, Inc. 310.04%0.15%0.25%Q2 2017Q1 20234
Valeo Financial Advisors, LLC 330.00%0.00%0.00%Q3 2020Q1 20213
CHARTWELL INVESTMENT PARTNERS/PA 330.02%0.02%0.02%Q3 2013Q1 20143
Foundry Partners, LLC 330.03%0.03%0.04%Q4 2013Q2 20143
Orion Portfolio Solutions, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
WESTPORT RESOURCES MANAGEMENT INC 330.01%0.01%0.01%Q1 2016Q3 20163
FourThought Financial, LLC 330.00%0.00%0.00%Q4 2020Q2 20213
CHASE INVESTMENT COUNSEL CORP 330.09%0.10%0.11%Q1 2016Q3 20163
MATHER GROUP, LLC. 330.01%0.01%0.01%Q3 2022Q1 20233
RAMSEY QUANTITATIVE SYSTEMS 210.37%0.50%0.73%Q2 2016Q3 20183
Gideon Capital Advisors, Inc. 110.12%0.18%0.26%Q2 2017Q3 20193
Executive Wealth Management, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 210.00%0.05%0.07%Q3 2017Q3 20233
MGO ONE SEVEN LLC 210.02%0.03%0.04%Q4 2017Q4 20183
Daiwa SB Investments Ltd. 330.00%0.00%0.00%Q2 2018Q4 20183
Marshall Wace North America L.P. 210.00%0.00%0.00%Q3 2019Q4 20203
Gotham Asset Management, LLC 210.00%0.00%0.01%Q1 2019Q2 20203
ATWOOD & PALMER INC 330.00%0.00%0.00%Q2 2017Q4 20173
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
J. Goldman & Co LP 110.01%0.02%0.03%Q1 2021Q1 20223
Integrated Advisors Network LLC 330.19%0.22%0.24%Q1 2022Q3 20223
Richard Bernstein Advisors LLC 330.16%0.17%0.18%Q2 2019Q4 20193
IAG Wealth Partners, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Candriam S.C.A. 330.01%0.01%0.01%Q4 2018Q2 20193
JET CAPITAL INVESTORS L P 220.62%0.63%0.65%Q2 2020Q3 20203
Counsel Portfolio Services Inc. 330.02%0.04%0.05%Q2 2013Q4 20133
Corient Private Wealth LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Bramshill Investments, LLC 330.10%0.13%0.16%Q2 2019Q4 20193
STEEL GROVE CAPITAL ADVISORS, LLC 330.06%0.07%0.07%Q2 2017Q4 20173
HRT FINANCIAL LP 110.01%0.02%0.05%Q3 2020Q3 20233
Icon Wealth Partners, LLC 110.02%0.02%0.03%Q4 2017Q1 20193
HWG Holdings LP 330.00%0.00%0.01%Q2 2017Q4 20173
MANNING & NAPIER ADVISORS LLC 330.02%0.03%0.03%Q1 2017Q3 20173
RUSH ISLAND MANAGEMENT, LP 210.40%4.23%8.67%Q3 2022Q3 20233
Townsend & Associates, Inc 330.01%0.01%0.01%Q1 2018Q3 20183
Chicago Partners Investment Group LLC 330.00%0.01%0.01%Q2 2017Q4 20173
Financial Gravity Companies, Inc. 210.02%0.03%0.05%Q4 2017Q4 20183
IBM Retirement Fund 330.02%0.02%0.02%Q2 2016Q4 20163
SHELL ASSET MANAGEMENT CO 210.02%0.04%0.05%Q4 2013Q3 20163
GIRARD SECURITIES, INC. 330.22%0.25%0.28%Q4 2015Q2 20163
Sunbelt Securities, Inc. 210.00%0.01%0.02%Q4 2019Q2 20233
BROWN ADVISORY INC 330.00%0.00%0.00%Q4 2015Q2 20163
Opus Capital Group, LLC 330.82%1.17%1.48%Q4 2015Q2 20163
Index Management Solutions, LLC 330.01%0.02%0.03%Q1 2014Q3 20143
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.00%0.00%0.01%Q4 2017Q3 20183
Laurion Capital Management LP 110.01%0.03%0.07%Q2 2016Q1 20203
Anson Funds Management LP 210.04%0.60%1.62%Q1 2020Q2 20213
Beaumont Financial Partners, LLC 330.02%0.43%0.69%Q1 2021Q3 20213
DAVIS SELECTED ADVISERS 330.02%0.03%0.03%Q4 2013Q2 20143
NEW ENGLAND SECURITIES CORP /MA/ 330.02%0.02%0.02%Q2 2014Q4 20143
Amitell Capital Pte Ltd 332.66%3.12%3.73%Q4 2020Q2 20213
Crewe Advisors LLC 330.02%0.04%0.09%Q4 2017Q2 20183
PEAR TREE ADVISORS INC 331.81%1.97%2.17%Q4 2015Q2 20163
NEW AMSTERDAM PARTNERS LLC/NY 330.78%0.83%0.91%Q1 2017Q3 20173
GUARDIAN CAPITAL LP 330.20%0.30%0.50%Q1 2022Q3 20223
Wall Capital Group, Inc. 330.00%0.00%0.00%Q2 2017Q4 20173
Columbus Macro, LLC 330.11%0.84%1.39%Q4 2017Q2 20183
Ergoteles LLC 110.01%0.04%0.08%Q3 2020Q1 20233
BHF Kleinwort Benson Group S.A. 330.02%0.03%0.04%Q3 2015Q1 20163
TD Waterhouse Canada Inc. 330.00%0.00%0.00%Q1 2022Q3 20223
Essex Savings Bank 330.00%0.00%0.00%Q4 2018Q2 20193
Capital Bank & Trust Co 210.00%0.00%0.00%Q3 2018Q1 20203
BMI CAPITAL CORP 330.49%1.62%2.26%Q2 2013Q4 20133
BLACKTHORN INVESTMENT GROUP LLC 330.14%0.38%0.56%Q2 2013Q4 20133
Skaana Management L.P. 220.00%0.17%0.43%Q1 2023Q2 20233
TUCKER ASSET MANAGEMENT LLC 330.00%0.00%0.00%Q1 2022Q3 20223
Sageworth Trust Co of South Dakota 330.00%0.01%0.02%Q4 2021Q2 20223
Olympiad Research LP 330.17%0.22%0.25%Q1 2020Q3 20203
SIGNET FINANCIAL MANAGEMENT, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
One Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20223
CLINTON GROUP INC 110.02%0.04%0.07%Q3 2015Q4 20173
Brinker Capital Investments, LLC 210.00%0.00%0.00%Q2 2017Q2 20183
Capital Advisors, Ltd. LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Kames Capital Management Ltd 330.06%0.08%0.10%Q2 2013Q4 20133
Sageworth Trust Co 330.00%0.00%0.00%Q2 2021Q4 20213
BlueCrest Capital Management Ltd 110.01%0.02%0.03%Q2 2016Q2 20183
EVOKE WEALTH, LLC 210.00%0.00%0.01%Q3 2019Q1 20213
WEDBUSH SECURITIES INC 210.02%0.02%0.03%Q2 2017Q4 20193
Tarbox Family Office, Inc. 330.00%0.00%0.00%Q2 2019Q4 20193
JAG CAPITAL MANAGEMENT, LLC 330.06%0.08%0.08%Q2 2019Q4 20193
HERITAGE WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
CAPITAL GROWTH MANAGEMENT LP 220.43%0.49%0.56%Q2 2016Q3 20162
ADVISOR PARTNERS II, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
HANSEATIC MANAGEMENT SERVICES INC 220.01%0.01%0.01%Q2 2016Q3 20162
RENAISSANCE GROUP LLC 110.01%0.01%0.01%Q1 2014Q1 20182
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
Prospera Financial Services Inc 220.00%0.00%0.00%Q1 2022Q2 20222
Camarda Financial Advisors, LLC 220.01%0.01%0.01%Q1 2019Q2 20192
Fusion Family Wealth LLC 220.00%0.00%0.00%Q2 2017Q3 20172
Lee Financial Co 110.00%0.00%0.00%Q3 2017Q2 20222
Land & Buildings Investment Management 220.70%2.96%5.23%Q2 2020Q3 20202
Matarin Capital Management, LLC 220.38%0.40%0.42%Q3 2020Q4 20202
Smart Money Group LLC 220.18%0.19%0.20%Q2 2018Q3 20182
Waverly Advisors, LLC 220.01%0.01%0.01%Q3 2013Q4 20132
JUPITER ASSET MANAGEMENT LTD 220.04%0.04%0.04%Q3 2022Q4 20222
Ritter Daniher Financial Advisory LLC / DE 220.00%0.00%0.00%Q2 2022Q3 20222
HBK INVESTMENTS L P 220.00%0.01%0.01%Q3 2017Q4 20172
Tradewinds Capital Management, LLC 220.01%0.01%0.01%Q1 2019Q2 20192
Jackson Creek Investment Advisors LLC 220.11%0.13%0.14%Q2 2022Q3 20222
VERUS CAPITAL PARTNERS, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
Tradeworx Inc. 220.18%0.19%0.21%Q3 2013Q4 20132
TFS CAPITAL LLC 110.01%0.04%0.06%Q2 2013Q1 20152
DE BURLO GROUP INC 110.00%0.00%0.00%Q1 2022Q3 20222
Carmel Capital Partners, LLC 110.00%0.00%0.01%Q1 2023Q3 20232
Emerald Acquisition Ltd. 220.02%0.03%0.03%Q2 2016Q3 20162
Ameritas Investment Company, LLC 220.01%0.02%0.04%Q4 2018Q1 20192
Bank Pictet & Cie (Europe) AG 220.02%0.02%0.02%Q2 2023Q3 20232
CX Institutional 110.00%0.00%0.00%Q3 2020Q1 20212
VisionPoint Advisory Group, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Naviter Wealth, LLC 220.07%0.08%0.08%Q1 2023Q2 20232
VALLEY WEALTH MANAGERS, INC. 220.14%0.19%0.25%Q4 2019Q1 20202
NORTHWEST INVESTMENT COUNSELORS, LLC 110.00%0.00%0.00%Q1 2022Q1 20232
Atom Investors LP 220.01%0.03%0.06%Q1 2019Q2 20192
FinTrust Capital Advisors, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Triton Wealth Management, PLLC 220.10%0.11%0.12%Q2 2021Q3 20212
STEPH & CO 220.08%0.13%0.17%Q4 2019Q1 20202
EPG Wealth Management LLC 220.00%0.00%0.00%Q4 2019Q1 20202
McAdam, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
Centiva Capital, LP 220.01%0.02%0.03%Q2 2020Q3 20202
Visium Asset Management, LP 110.01%0.05%0.08%Q3 2014Q2 20162
WHITE SQUARE CAPITAL LLP 224.78%4.84%4.90%Q2 2020Q3 20202
STERNE AGEE GROUP, INC. 220.10%0.11%0.11%Q2 2013Q3 20132
Moser Wealth Advisors, LLC 220.03%0.05%0.07%Q4 2019Q1 20202
Numeric Investors LLC 220.01%0.01%0.01%Q2 2014Q3 20142
NewSquare Capital LLC 110.00%0.00%0.01%Q2 2019Q4 20192
DC Investments Management, LLC 220.16%0.20%0.23%Q2 2019Q3 20192
Versor Investments LP 110.01%0.02%0.03%Q3 2020Q3 20222
Bowling Portfolio Management LLC 110.06%0.09%0.13%Q2 2017Q4 20172
Timber Hill LLC 110.00%0.01%0.02%Q2 2016Q3 20172
Herold Advisors, Inc. 110.00%0.00%0.00%Q3 2021Q1 20222
ERTS Wealth Advisors, LLC 220.01%0.02%0.03%Q4 2018Q1 20192
Samalin Investment Counsel, LLC 220.14%0.15%0.15%Q2 2023Q3 20232
Deer Park Road Corp 220.31%0.35%0.39%Q4 2022Q1 20232
Convergence Investment Partners, LLC 110.11%0.17%0.23%Q2 2014Q4 20142
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
JACKSON SQUARE CAPITAL, LLC 110.01%0.06%0.10%Q4 2019Q2 20232
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
Princeton Global Asset Management LLC 220.02%0.02%0.03%Q1 2019Q2 20192
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
AGF INVESTMENTS INC. 220.00%0.00%0.00%Q1 2020Q2 20202
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 220.02%0.03%0.04%Q3 2019Q4 20192
Lighthouse Investment Partners, LLC 110.08%0.12%0.17%Q1 2023Q3 20232
Julex Capital Management, LLC 220.00%0.00%0.01%Q2 2019Q3 20192
NATIONAL PLANNING CORP 110.01%0.02%0.03%Q4 2014Q3 20172
MCMILLION CAPITAL MANAGEMENT INC 220.00%0.00%0.00%Q4 2019Q1 20202
CULLEN/FROST BANKERS, INC. 110.00%0.00%0.00%Q2 2019Q1 20202
Johnson Financial Group, Inc. 220.00%0.00%0.00%Q2 2013Q3 20132
Summit Trail Advisors, LLC 110.00%0.01%0.02%Q4 2017Q2 20182
Key FInancial Inc 110.00%0.00%0.00%Q1 2020Q2 20232
NORDEA INVESTMENT MANAGEMENT AB 220.00%0.00%0.00%Q4 2018Q1 20192
CARLSON CAPITAL L P 110.18%0.20%0.22%Q1 2019Q3 20192
NORTHERN TRUST CO OF CONNECTICUT 220.02%0.02%0.02%Q2 2013Q3 20132
LORD, ABBETT & CO. LLC 220.04%0.08%0.11%Q2 2013Q3 20132
Delos Wealth Advisors, LLC 220.02%0.03%0.03%Q3 2022Q4 20222
Spot Trading L.L.C 110.00%0.01%0.01%Q1 2016Q1 20162
Glendon Capital Management LP 220.02%1.20%2.37%Q3 2020Q4 20202
LAKE STREET ADVISORS GROUP, LLC 110.03%0.06%0.09%Q4 2017Q2 20182
FIRST INTERSTATE BANK 220.01%0.01%0.01%Q1 2019Q2 20192
SOLARIS ASSET MANAGEMENT LLC 220.00%0.00%0.00%Q2 2017Q3 20172
CAPITAL GUARDIAN TRUST CO 110.00%0.00%0.00%Q3 2014Q3 20182
Acorn Wealth Advisors, LLC 220.01%0.01%0.01%Q4 2017Q1 20182
Gerstein Fisher 220.18%0.18%0.19%Q2 2016Q3 20162
OLD NATIONAL BANCORP /IN/ 220.02%0.02%0.03%Q2 2017Q3 20172
CrestPoint Capital Management, LLC 220.40%0.42%0.44%Q2 2017Q3 20172
ATLAS CAPITAL ADVISORS LLC 220.01%0.02%0.02%Q2 2023Q3 20232
Diversified Trust Co 110.01%0.01%0.02%Q3 2022Q1 20232
CenterStar Fund, LLC 110.00%0.02%0.03%Q4 2016Q4 20162
Western Asset Management Company, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Measured Wealth Private Client Group, LLC 110.00%0.06%0.12%Q3 2018Q3 20222
Activest Wealth Management 220.02%0.02%0.02%Q3 2022Q4 20222
LMR Partners LLP 110.01%0.24%0.46%Q2 2016Q1 20212
American Financial Network Advisory Services LLC 220.01%0.01%0.02%Q3 2017Q4 20172
Y-Intercept (Hong Kong) Ltd 110.04%0.05%0.06%Q2 2021Q3 20222
NEW GENERATION ADVISORS, LLC 224.82%5.77%6.71%Q2 2020Q3 20202
Personal Wealth Partners 220.00%0.00%0.00%Q3 2019Q4 20192
Intercontinental Wealth Advisors, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Strategic Wealth Partners, Ltd. 220.00%0.00%0.00%Q4 2017Q1 20182
OLD SECOND NATIONAL BANK OF AURORA 220.01%0.01%0.01%Q2 2017Q3 20172
TLP GROUP LLC 110.16%0.17%0.18%Q3 2017Q1 20182
RE Dickinson Investment Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Newbridge Financial Services Group, Inc. 220.01%0.01%0.01%Q3 2020Q4 20202
FNY Investment Advisers, LLC 220.07%0.08%0.08%Q1 2021Q2 20212
Mount Yale Investment Advisors, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
UniSuper Management Pty Ltd 220.01%0.01%0.01%Q2 2023Q3 20232
Jane Street Holding, LLC 220.01%0.01%0.02%Q2 2013Q3 20132
Checchi Capital Advisers, LLC 220.02%0.02%0.02%Q1 2016Q2 20162
KeyPoint Capital Management, LLC 224.09%5.05%6.01%Q3 2015Q4 20152
Ford Financial Group, LLC 110.03%0.04%0.06%Q2 2021Q4 20212
PRW Wealth Management LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Cyndeo Wealth Partners, LLC 220.37%0.38%0.40%Q2 2023Q3 20232
Parkwood LLC 220.03%0.04%0.04%Q4 2016Q1 20172
SECOR Capital Advisors, LP 110.20%0.45%0.70%Q3 2017Q4 20182
STIFEL NICOLAUS & CO INC \MO\ 220.01%0.01%0.01%Q2 2013Q3 20132
USA FINANCIAL FORMULAS 220.06%0.07%0.08%Q2 2016Q3 20162
HERITAGE INVESTORS MANAGEMENT CORP 220.01%0.01%0.02%Q2 2019Q3 20192
DARK FOREST CAPITAL MANAGEMENT LP 110.00%0.00%0.00%Q4 2021Q4 20222
ROCKEFELLER FINANCIAL SERVICES INC 220.00%0.00%0.00%Q4 2015Q1 20162
FOSTER & MOTLEY INC 220.10%0.13%0.16%Q3 2019Q4 20192
APG Asset Management N.V. 110.00%0.00%0.00%Q4 2020Q1 20222
Quarry LP 220.00%0.00%0.00%Q4 2022Q1 20232
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
THOMPSON DAVIS & CO., INC. 110.00%0.00%0.01%Q1 2016Q3 20172
Apollo Management Holdings, L.P. 220.07%0.07%0.07%Q1 2021Q2 20212
Cherry Tree Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
SCOPUS ASSET MANAGEMENT, L.P. 110.16%0.16%0.16%Q4 2020Q4 20201
CANTOR FITZGERALD, L. P. 110.10%0.10%0.10%Q1 2022Q1 20221
McElhenny Sheffield Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
BTC Capital Management, Inc. 110.03%0.03%0.03%Q3 2023Q3 20231
MFA WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Smithfield Trust Co 110.00%0.00%0.00%Q4 2017Q4 20171
Legg Mason Asset Management (Japan) Co., Ltd. 110.15%0.15%0.15%Q1 2020Q1 20201
Lighthouse Financial Advisors, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
OVERSEA-CHINESE BANKING Corp Ltd 110.12%0.12%0.12%Q3 2023Q3 20231
THB ASSET MANAGEMENT 110.16%0.16%0.16%Q1 2015Q1 20151
IAM Advisory, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
M&R CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q1 2020Q1 20201
Claro Advisors LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Fiera Capital Corp 110.01%0.01%0.01%Q4 2021Q4 20211
FLPUTNAM INVESTMENT MANAGEMENT CO 110.02%0.02%0.02%Q4 2019Q4 20191
Cerity Partners LLC 110.00%0.00%0.00%Q4 2022Q4 20221
PACIFIC FINANCIAL GROUP INC 110.02%0.02%0.02%Q4 2014Q4 20141
J.W. COLE ADVISORS, INC. 110.04%0.04%0.04%Q4 2019Q4 20191
NORTHPOINTE CAPITAL LLC 111.29%1.29%1.29%Q1 2019Q1 20191
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
KOCH INDUSTRIES INC 110.10%0.10%0.10%Q3 2017Q3 20171
Accurate Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Long Pond Capital 110.45%0.45%0.45%Q4 2019Q4 20191
Regent Peak Wealth Advisors LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Castleview Partners, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q2 2016Q2 20161
TOWNSQUARE CAPITAL LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Shulman DeMeo Asset Management LLC 110.11%0.11%0.11%Q3 2019Q3 20191
CAPTRUST FINANCIAL ADVISORS 110.00%0.00%0.00%Q4 2022Q4 20221
CIBC WORLD MARKETS CORP 110.00%0.00%0.00%Q1 2021Q1 20211
Winfield Associates, Inc. 110.00%0.00%0.00%Q4 2017Q4 20171
Quantitative Systematic Strategies LLC 110.08%0.08%0.08%Q4 2015Q4 20151
Cedar Wealth Management, LLC 110.02%0.02%0.02%Q1 2016Q1 20161
Jackson, Grant Investment Advisers, Inc. 110.04%0.04%0.04%Q2 2017Q2 20171
Evercore Wealth Management, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Inscription Capital, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
DB Wealth Management Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.00%0.00%0.00%Q2 2018Q2 20181
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 110.01%0.01%0.01%Q2 2013Q2 20131
Wagner Wealth Management, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
WHITENER CAPITAL MANAGEMENT, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
Beck Bode, LLC 110.09%0.09%0.09%Q2 2022Q2 20221
Leelyn Smith, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Irish Life Investment Managers Ltd. 110.00%0.00%0.00%Q2 2013Q2 20131
WHITEBOX ADVISORS LLC 110.01%0.01%0.01%Q3 2015Q3 20151
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
KING STREET CAPITAL MANAGEMENT, L.P. 111.54%1.54%1.54%Q2 2020Q2 20201
Karp Capital Management Corp 110.01%0.01%0.01%Q1 2017Q1 20171
Aveo Capital Partners, LLC 110.08%0.08%0.08%Q4 2016Q4 20161
Three Peaks Capital Management, LLC 110.52%0.52%0.52%Q3 2016Q3 20161
GRIFFIN ASSET MANAGEMENT, INC. 110.01%0.01%0.01%Q2 2019Q2 20191
Intrinsic Edge Capital Management LLC 110.38%0.38%0.38%Q4 2022Q4 20221
Cooper Financial Group 110.06%0.06%0.06%Q2 2023Q2 20231
Forward Management, LLC 110.09%0.09%0.09%Q3 2014Q3 20141
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Teza Capital Management LLC 110.14%0.14%0.14%Q2 2020Q2 20201
American Assets Investment Management, LLC 110.30%0.30%0.30%Q1 2014Q1 20141
PRIVATE CAPITAL MANAGEMENT INC 110.32%0.32%0.32%Q4 2015Q4 20151
Private Ocean, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
FIDUCIARY MANAGEMENT ASSOCIATES LLC 111.56%1.56%1.56%Q1 2016Q1 20161
P SCHOENFELD ASSET MANAGEMENT LP 110.78%0.78%0.78%Q1 2021Q1 20211
RITHOLTZ WEALTH MANAGEMENT 110.02%0.02%0.02%Q2 2022Q2 20221
Manning & Napier Group, LLC 110.02%0.02%0.02%Q4 2017Q4 20171
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q2 2017Q2 20171
Financial Advantage, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
BOSTON PRIVATE BANK & TRUST CO 110.00%0.00%0.00%Q4 2014Q4 20141
MOSELEY INVESTMENT MANAGEMENT INC 110.23%0.23%0.23%Q4 2019Q4 20191
Impact Partnership Wealth, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
BANK OF NOVA SCOTIA 110.00%0.00%0.00%Q1 2020Q1 20201
PACES FERRY WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Parcion Private Wealth LLC 110.09%0.09%0.09%Q4 2019Q4 20191
Alpine Global Management, LLC 110.05%0.05%0.05%Q2 2015Q2 20151
Wealth Quarterback LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Knighthead Capital Management, LLC 110.72%0.72%0.72%Q1 2021Q1 20211
Amalgamated Financial Corp. 110.02%0.02%0.02%Q1 2022Q1 20221
TCW GROUP INC 110.01%0.01%0.01%Q3 2020Q3 20201
Melqart Asset Management (UK) Ltd 110.39%0.39%0.39%Q3 2020Q3 20201
MOTCO 110.00%0.00%0.00%Q1 2022Q1 20221
COMERICA SECURITIES,INC. 110.00%0.00%0.00%Q4 2022Q4 20221
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
Ancora Advisors LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Psagot Value Holdings Ltd. / (Israel) 110.00%0.00%0.00%Q2 2023Q2 20231
FRED ALGER MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Quantedge Capital Pte Ltd 110.19%0.19%0.19%Q3 2022Q3 20221
Stonebridge Financial Planning Group, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Integrated Investment Consultants, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
EP Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Capula Management Ltd 110.00%0.00%0.00%Q3 2021Q3 20211
CFS Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Mizuho Asset Management Co.,Ltd. 110.10%0.10%0.10%Q2 2013Q2 20131
Worth Venture Partners, LLC 110.16%0.16%0.16%Q3 2023Q3 20231
WELD CAPITAL MANAGEMENT LLC 110.04%0.04%0.04%Q2 2019Q2 20191
FREEDOM WEALTH ALLIANCE, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
APG Asset Management US Inc. 110.13%0.13%0.13%Q1 2014Q1 20141
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
LIBERTY WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Daiwa Capital Markets America Inc. 110.00%0.00%0.00%Q4 2013Q4 20131
Destination Wealth Management 110.00%0.00%0.00%Q3 2018Q3 20181
Lowe Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Alera Investment Advisors, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
EHP Funds Inc. 110.12%0.12%0.12%Q3 2023Q3 20231
Virtus Fund Advisers, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
Insight Wealth Strategies, LLC 110.05%0.05%0.05%Q4 2019Q4 20191
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC 110.55%0.55%0.55%Q2 2013Q2 20131
Bedel Financial Consulting, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Pictet Asset Management Holding SA 110.00%0.00%0.00%Q3 2023Q3 20231
Cinctive Capital Management LP 110.09%0.09%0.09%Q1 2023Q1 20231
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Signition LP 110.28%0.28%0.28%Q4 2018Q4 20181
Metis Global Partners, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Covington Capital Management 110.00%0.00%0.00%Q4 2017Q4 20171
HGI Capital Management, LLC 111.65%1.65%1.65%Q2 2019Q2 20191
Catalyst Capital Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
LDR Capital Management LLC 114.99%4.99%4.99%Q4 2019Q4 20191
Ballast Asset Management, LP 111.72%1.72%1.72%Q3 2023Q3 20231
OLIVER LAGORE VANVALIN INVESTMENT GROUP 110.00%0.00%0.00%Q1 2022Q1 20221
OPTIMUM INVESTMENT ADVISORS 110.02%0.02%0.02%Q1 2015Q1 20151
Point72 Middle East FZE 110.00%0.00%0.00%Q4 2022Q4 20221
Legacy Advisors, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Stanley-Laman Group, Ltd. 110.07%0.07%0.07%Q4 2019Q4 20191
State of New Jersey Common Pension Fund A 110.49%0.49%0.49%Q1 2014Q1 20141
Lourd Capital, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Bridgeworth, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
MinichMacGregor Wealth Management, LLC 111.46%1.46%1.46%Q4 2018Q4 20181
VitalStone Financial, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
Absolute Return Capital, LLC 110.00%0.00%0.00%Q1 2014Q1 20141
Venturi Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Bayesian Capital Management, LP 110.08%0.08%0.08%Q3 2020Q3 20201
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
FineMark National Bank & Trust 110.00%0.00%0.00%Q3 2015Q3 20151
Argent Advisors, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
HM PAYSON & CO 110.00%0.00%0.00%Q3 2020Q3 20201
STONEHILL CAPITAL MANAGEMENT LLC 111.63%1.63%1.63%Q4 2020Q4 20201
Geneva Advisors, LLC 110.01%0.01%0.01%Q2 2017Q2 20171
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Machina Capital S.A.S. 110.00%0.00%0.00%Q2 2019Q2 20191
Pendal Group Ltd 110.00%0.00%0.00%Q1 2020Q1 20201
Shay Capital LLC 110.53%0.53%0.53%Q4 2020Q4 20201
Archford Capital Strategies, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
Bell Rock Capital LLC 110.01%0.01%0.01%Q2 2017Q2 20171
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Missouri Trust & Investment Co 110.00%0.00%0.00%Q3 2023Q3 20231
Centerpoint Advisors, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Tibra Equities Europe Ltd 110.07%0.07%0.07%Q3 2020Q3 20201
Western Wealth Management, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Baldrige Asset Management LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Chiron Investment Management, LLC 111.24%1.24%1.24%Q1 2019Q1 20191
Balentine LLC 110.00%0.00%0.00%Q2 2020Q2 20201
MYCIO WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 110.01%0.01%0.01%Q1 2019Q1 20191
Teamwork Financial Advisors, LLC 110.15%0.15%0.15%Q4 2019Q4 20191
Riverview Trust Co 110.02%0.02%0.02%Q3 2022Q3 20221
Invictus RG Pte. Ltd. 110.22%0.22%0.22%Q4 2014Q4 20141
McKinley Carter Wealth Services, Inc. 110.04%0.04%0.04%Q1 2018Q1 20181
QRG CAPITAL MANAGEMENT, INC. 110.04%0.04%0.04%Q3 2023Q3 20231
Elite Wealth Management, Inc. 110.06%0.06%0.06%Q3 2016Q3 20161
Financial Advisors Network, Inc. 110.02%0.02%0.02%Q4 2016Q4 20161
NORTHSTAR CAPITAL MANAGEMENT LLC 110.77%0.77%0.77%Q4 2017Q4 20171
Veritable, L.P. 110.01%0.01%0.01%Q1 2016Q1 20161
Cetera Investment Advisers 110.00%0.00%0.00%Q1 2022Q1 20221
Procyon Advisors, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Cresset Asset Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Joseph P. Lucia & Associates, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Bridgewater Associates 110.01%0.01%0.01%Q3 2022Q3 20221
CYNOSURE ADVISORS, LLC 110.11%0.11%0.11%Q4 2017Q4 20171
Legacy Financial Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
R&F Capital Advisors LP 110.23%0.23%0.23%Q4 2016Q4 20161
VIRGINIA RETIREMENT SYSTEM 110.04%0.04%0.04%Q1 2016Q1 20161
BEAM WEALTH ADVISORS, INC. 110.20%0.20%0.20%Q4 2019Q4 20191
Buffington Mohr McNeal 110.00%0.00%0.00%Q1 2019Q1 20191
HighMark Wealth Management LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Total Clarity Wealth Management, Inc. 110.03%0.03%0.03%Q4 2019Q4 20191
SUREVIEW CAPITAL LLC 110.73%0.73%0.73%Q3 2013Q3 20131
V Wealth Advisors LLC 110.00%0.00%0.00%Q2 2017Q2 20171
MBE Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Jaffetilchin Investment Partners, LLC 110.07%0.07%0.07%Q4 2018Q4 20181
Filbrandt Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Enlightenment Research, LLC 110.11%0.11%0.11%Q4 2018Q4 20181
Polar Asset Management Partners Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Well Done, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
Ada Investment Management, LP 110.30%0.30%0.30%Q3 2015Q3 20151
SHERBROOKE PARK ADVISERS LLC 110.30%0.30%0.30%Q2 2023Q2 20231
Elmwood Wealth Management, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Leap Investments LP 110.78%0.78%0.78%Q1 2020Q1 20201
Community Bank, N.A. 110.00%0.00%0.00%Q2 2020Q2 20201
Platte River Wealth Advisors, LLC 110.40%0.40%0.40%Q4 2019Q4 20191
Arrow Investment Advisors, LLC 110.16%0.16%0.16%Q2 2023Q2 20231
ALLSTATE CORP 110.19%0.19%0.19%Q3 2023Q3 20231
Moloney Securities Asset Management, LLC 110.11%0.11%0.11%Q4 2019Q4 20191
Truvestments Capital LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Leucadia National 110.00%0.00%0.00%Q2 2023Q2 20231
Zions Bancorporation, N.A. 110.00%0.00%0.00%Q3 2021Q3 20211
Capasso Planning Partners LLC 110.19%0.19%0.19%Q1 2022Q1 20221
Silver Bridge Capital Management LLC 110.32%0.32%0.32%Q2 2013Q2 20131
WASHINGTON TRUST Co 110.00%0.00%0.00%Q1 2020Q1 20201
Phocas Financial Corp. 110.00%0.00%0.00%Q2 2019Q2 20191
GREENLEAF TRUST 110.00%0.00%0.00%Q3 2017Q3 20171
Realta Investment Advisors 110.00%0.00%0.00%Q1 2019Q1 20191
Investmark Advisory Group LLC 110.00%0.00%0.00%Q4 2021Q4 20211
JUMP TRADING, LLC 110.23%0.23%0.23%Q2 2020Q2 20201
KBI Global Investors Ltd 110.05%0.05%0.05%Q2 2016Q2 20161
WealthOne, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
WEXFORD CAPITAL LP 110.01%0.01%0.01%Q4 2020Q4 20201
CHILDRESS CAPITAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Perigon Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Cornerstone Investment Partners, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
MSD Partners, L.P. 112.10%2.10%2.10%Q4 2020Q4 20201
Bank Julius Baer & Co. Ltd, Zurich 110.00%0.00%0.00%Q2 2020Q2 20201
LGT Financial Advisors LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Price Capital Management, Inc. 110.36%0.36%0.36%Q2 2018Q2 20181
DREMAN VALUE MANAGEMENT, L L C 110.00%0.00%0.00%Q2 2013Q2 20131
External links

This page lists all the filers that currently own EPR PPTYS or have owned EPR PPTYS in the past.