ERICSSON shareholder history

Current and past ERICSSON shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.00%0.01%Q2 2013Q3 2023123
BARCLAYS PLC 42420.00%0.00%0.01%Q2 2013Q3 2023107
CITIGROUP INC 42420.00%0.00%0.02%Q2 2013Q3 2023104
GOLDMAN SACHS GROUP INC 4240.00%0.00%0.01%Q1 2012Q3 202393
Citadel Advisors 3120.00%0.00%0.02%Q2 2013Q3 202390
Walleye Trading LLC 24170.00%0.01%0.03%Q2 2013Q3 202390
WOLVERINE TRADING, LLC 1540.00%0.00%0.01%Q2 2016Q3 202376
Cutler Group LLC / CA 2110.00%0.00%0.02%Q4 2015Q3 202368
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202359
PEAK6 Investments LLC 20200.00%0.01%0.03%Q3 2018Q2 202352
Parallax Volatility Advisers, L.P. 1010.00%0.00%0.01%Q2 2013Q3 202248
HUNTINGTON NATIONAL BANK 2110.00%0.00%0.01%Q1 2009Q3 202348
PEAK6 Group LLC 1310.00%0.01%0.04%Q2 2013Q2 201847
JANE STREET GROUP, LLC 1510.00%0.01%0.04%Q1 2014Q3 202347
ROYAL BANK OF CANADA 42420.00%0.01%0.02%Q2 2013Q3 202345
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202344
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.01%0.03%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.00%0.00%0.02%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.00%0.01%0.03%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.02%Q2 2013Q3 202342
BESSEMER GROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.01%0.04%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.01%0.01%Q2 2013Q3 202342
M&T BANK CORP 42420.00%0.01%0.02%Q2 2013Q3 202342
CREDIT SUISSE AG/ 23190.00%0.02%0.06%Q1 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.02%Q2 2013Q3 202342
FMR LLC 42420.00%0.00%0.02%Q2 2013Q3 202342
BNP PARIBAS FINANCIAL MARKETS 42420.00%0.00%0.01%Q2 2013Q3 202342
GEODE CAPITAL MANAGEMENT, LLC 42420.00%0.00%0.00%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.01%0.04%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.00%0.00%0.00%Q2 2013Q3 202342
Laird Norton Wetherby Wealth Management, LLC 42420.00%0.05%0.11%Q2 2013Q3 202342
PROFUND ADVISORS LLC 42420.02%0.04%0.10%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.00%0.02%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.00%0.01%Q2 2013Q3 202342
Estabrook Capital Management 42420.00%0.00%0.00%Q2 2013Q3 202342
PRIMECAP MANAGEMENT CO/CA/ 42420.22%0.65%1.11%Q2 2013Q3 202342
MILLENNIUM MANAGEMENT LLC 2210.00%0.02%0.08%Q2 2013Q3 202341
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28130.00%0.00%0.00%Q2 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.03%Q2 2013Q3 202341
COMERICA BANK 3910.00%0.01%0.02%Q2 2013Q2 202340
Advisors Asset Management, Inc. 20200.00%0.04%0.10%Q2 2013Q3 202340
EARNEST PARTNERS LLC 40400.00%0.07%0.38%Q4 2013Q3 202340
DELTA ASSET MANAGEMENT LLC/TN 3540.00%0.00%0.01%Q2 2013Q3 202339
STIFEL FINANCIAL CORP 39390.00%0.01%0.02%Q1 2014Q3 202339
FIRST MANHATTAN CO. LLC. 39390.00%0.00%0.00%Q2 2013Q4 202239
NATIXIS ADVISORS, L.P. 3810.00%0.03%0.15%Q2 2013Q3 202339
Palisade Asset Management, LLC 38380.04%0.08%0.17%Q2 2013Q3 202238
Creative Planning 1910.00%0.00%0.00%Q2 2013Q3 202338
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 38380.60%1.48%2.83%Q2 2014Q3 202338
DODGE & COX 37370.00%0.01%0.03%Q2 2013Q2 202237
Spot Trading L.L.C 1210.00%0.01%0.03%Q2 2013Q3 201637
FIRST TRUST ADVISORS LP 2180.00%0.01%0.05%Q3 2013Q2 202337
Renaissance Technologies 22140.00%0.07%0.23%Q2 2013Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.01%0.02%0.04%Q2 2013Q1 202236
SEI INVESTMENTS CO 36360.00%0.02%0.08%Q4 2014Q3 202336
GLENMEDE TRUST CO NA 21140.00%0.00%0.01%Q2 2013Q1 202235
Tower Research Capital LLC (TRC) 1210.00%0.00%0.02%Q2 2013Q3 202335
Carroll Financial Associates, Inc. 34340.00%0.00%0.00%Q3 2013Q4 202134
Tradewinds Capital Management, LLC 34340.00%0.00%0.01%Q4 2013Q1 202234
QUADRANT CAPITAL GROUP LLC 34340.00%0.02%0.08%Q2 2015Q3 202334
Checchi Capital Advisers, LLC 3220.01%0.04%0.12%Q4 2013Q3 202234
DEUTSCHE BANK AG\ 1810.00%0.00%0.02%Q3 2013Q4 202234
FIFTH THIRD BANCORP 1710.00%0.00%0.00%Q2 2013Q3 202333
FOLKETRYGDFONDET 33330.40%2.14%5.40%Q4 2014Q4 202233
First Horizon Advisors, Inc. 1720.00%0.01%0.05%Q1 2012Q2 202233
Gemmer Asset Management LLC 33330.00%0.00%0.00%Q1 2014Q1 202233
SIGNATUREFD, LLC 2230.00%0.00%0.01%Q4 2013Q2 202333
TORONTO DOMINION BANK 1590.00%0.00%0.01%Q1 2013Q4 202133
BLUESTEIN R H & CO LLC 18140.01%0.02%0.04%Q2 2013Q3 202232
CWM, LLC 1120.00%0.00%0.00%Q3 2013Q3 202332
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 2650.01%0.25%0.67%Q2 2013Q1 202131
IFP Advisors, Inc 17140.00%0.00%0.01%Q4 2015Q3 202331
OLD NATIONAL BANCORP /IN/ 16150.00%0.02%0.04%Q2 2013Q1 202331
STATE STREET CORP 1110.00%0.00%0.00%Q2 2013Q1 202331
Aperio Group, LLC 31310.02%0.06%0.15%Q2 2013Q4 202031
FRANKLIN RESOURCES INC 1220.00%0.01%0.04%Q2 2013Q3 202330
HOWE & RUSLING INC 1840.00%0.01%0.18%Q2 2013Q3 202230
GROUP ONE TRADING, L.P. 1110.00%0.01%0.03%Q2 2013Q3 202330
Geneos Wealth Management Inc. 2730.00%0.00%0.01%Q1 2016Q3 202330
JFS WEALTH ADVISORS, LLC 18120.00%0.01%0.02%Q2 2014Q3 202330
Cubist Systematic Strategies, LLC 2130.00%0.03%0.07%Q1 2015Q2 202329
HAP Trading, LLC 1610.00%0.01%0.12%Q4 2015Q4 202229
GUGGENHEIM CAPITAL LLC 2010.00%0.01%0.02%Q2 2013Q3 202328
World Asset Management Inc 28280.01%0.05%0.09%Q2 2013Q1 202028
Sargent Bickham Lagudis LLC 28280.00%0.00%0.01%Q1 2016Q4 202228
Ulysses Management LLC 2350.05%0.84%2.11%Q3 2013Q4 202228
UNITED CAPITAL FINANCIAL ADVISORS, LLC 2620.00%0.01%0.05%Q2 2013Q4 202028
Freedom Investment Management, Inc. 2710.00%0.13%0.34%Q1 2014Q3 202328
Jefferies Group LLC 410.00%0.02%0.15%Q3 2013Q3 202227
Dorsey & Whitney Trust CO LLC 27270.01%0.02%0.03%Q1 2017Q3 202327
TWO SIGMA SECURITIES, LLC 510.00%0.01%0.10%Q2 2016Q3 202327
Parallel Advisors, LLC 2610.00%0.00%0.00%Q4 2016Q3 202327
CHESAPEAKE ASSET MANAGEMENT LLC 27270.19%0.42%0.63%Q2 2013Q4 201927
TWO SIGMA INVESTMENTS, LP 810.00%0.02%0.08%Q2 2013Q2 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.01%Q2 2013Q4 201927
PINNACLE ASSOCIATES LTD 27270.00%0.01%0.03%Q1 2017Q3 202327
Advisory Services Network, LLC 1310.00%0.01%0.05%Q4 2013Q1 202327
MANUFACTURERS LIFE INSURANCE COMPANY, THE 27270.00%0.00%0.00%Q2 2015Q4 202127
NEXT Financial Group, Inc 1460.00%0.00%0.01%Q2 2014Q4 202127
Quantbot Technologies LP 610.00%0.06%0.23%Q3 2013Q3 202326
COMMERZBANK AKTIENGESELLSCHAFT /FI 2330.00%0.01%0.02%Q2 2013Q4 201926
Invesco Ltd. 26260.00%0.02%0.08%Q2 2013Q3 201926
SYNOVUS FINANCIAL CORP 16100.00%0.01%0.02%Q2 2013Q2 202026
Rehmann Capital Advisory Group 1810.00%0.05%0.13%Q1 2010Q1 202026
Steward Partners Investment Advisory, LLC 1880.00%0.00%0.00%Q4 2016Q3 202326
Cambridge Investment Research Advisors, Inc. 2510.00%0.00%0.01%Q2 2014Q3 202326
Crossmark Global Holdings, Inc. 2510.05%0.11%0.31%Q3 2016Q3 202326
EXANE DERIVATIVES 25250.00%0.02%0.09%Q3 2015Q3 202125
Cornerstone Advisors, Inc. 1130.00%0.01%0.02%Q2 2013Q3 202025
HIGHLAND CAPITAL MANAGEMENT, LLC 25250.01%0.02%0.10%Q2 2015Q2 202125
INTRUST BANK NA 13120.01%0.09%0.34%Q2 2015Q3 202325
Bartlett & Co. LLC 1960.00%0.00%0.00%Q1 2015Q2 202125
Global Retirement Partners, LLC 25250.00%0.00%0.01%Q3 2017Q3 202325
SIMPLEX TRADING, LLC 810.00%0.00%0.01%Q4 2014Q3 202325
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
Glassman Wealth Services 1410.00%0.00%0.01%Q4 2014Q3 202324
BRANDES INVESTMENT PARTNERS, LP 24240.35%0.99%1.34%Q4 2012Q3 201824
Investors Research Corp 24240.09%0.22%0.37%Q4 2017Q3 202324
Avalon Investment & Advisory 1520.00%0.03%0.12%Q2 2014Q4 202224
CENTRAL TRUST Co 1430.00%0.00%0.00%Q2 2013Q3 202324
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 2110.01%0.08%0.25%Q1 2017Q3 202324
Fisher Asset Management, LLC 24240.00%0.01%0.01%Q2 2013Q1 201924
LPL Financial LLC 2040.00%0.00%0.00%Q2 2013Q3 202324
BALYASNY ASSET MANAGEMENT L.P. 510.00%0.05%0.32%Q3 2013Q3 202324
Mirae Asset Global Investments Co., Ltd. 1760.00%0.06%0.22%Q3 2016Q3 202323
TD ASSET MANAGEMENT INC 23230.00%0.00%0.01%Q2 2013Q4 201823
BlackRock Inc. 1310.00%0.00%0.00%Q1 2014Q3 202323
CAPITAL FUND MANAGEMENT S.A. 1010.00%0.03%0.16%Q2 2013Q4 202223
Raymond James Financial Services Advisors, Inc. 1940.00%0.00%0.01%Q3 2015Q3 202323
PRELUDE CAPITAL MANAGEMENT, LLC 1810.00%0.05%0.15%Q1 2013Q4 202222
Pacer Advisors, Inc. 1310.00%0.02%0.19%Q4 2013Q3 202322
Highlander Capital Management, LLC 1110.00%0.00%0.01%Q1 2016Q3 202322
LS Investment Advisors, LLC 22220.00%0.00%0.00%Q2 2013Q3 201822
ROCKY MOUNTAIN ADVISERS, LLC 1930.00%0.00%0.01%Q3 2014Q3 202322
D.A. DAVIDSON & CO. 1750.00%0.00%0.00%Q2 2013Q3 202322
Baker Avenue Asset Management, LP 1660.00%0.69%1.46%Q2 2013Q3 202322
MEEDER ASSET MANAGEMENT INC 1120.00%0.05%0.16%Q2 2013Q3 202222
TRUIST FINANCIAL CORP 1310.00%0.01%0.06%Q2 2015Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
D. E. Shaw & Co., Inc. 910.00%0.00%0.01%Q4 2013Q2 202321
Allworth Financial LP 1210.00%0.00%0.00%Q3 2016Q3 202321
TWO SIGMA ADVISERS, LP 1240.00%0.01%0.04%Q1 2016Q1 202321
Henry James International Management Inc. 21210.64%2.24%3.45%Q3 2018Q3 202321
Neuberger Berman Group LLC 11100.01%0.07%0.23%Q2 2013Q3 202121
REILLY FINANCIAL ADVISORS, LLC 1740.00%0.21%1.55%Q1 2014Q4 202121
GREENLEAF TRUST 21210.00%0.00%0.01%Q1 2017Q1 202221
Gradient Investments LLC 1810.00%0.00%0.00%Q3 2013Q3 202321
OPPENHEIMER ASSET MANAGEMENT INC. 1380.00%0.01%0.04%Q1 2017Q3 202221
ADVISOR PARTNERS LLC 21210.01%0.04%0.05%Q2 2017Q2 202221
Freestone Capital Holdings, LLC 1030.00%0.13%0.38%Q2 2013Q1 202221
CULLEN/FROST BANKERS, INC. 1380.00%0.19%0.61%Q2 2013Q1 202221
Oakworth Capital, Inc. 20200.00%0.00%0.00%Q4 2016Q3 202120
American Portfolios Advisors 20200.00%0.00%0.01%Q4 2017Q3 202220
Squarepoint Ops LLC 410.00%0.02%0.19%Q3 2015Q3 202320
AMP Capital Investors Ltd 820.00%0.01%0.04%Q3 2013Q3 202120
SCOTIA CAPITAL INC. 1460.00%0.02%0.03%Q4 2014Q2 202220
NWQ INVESTMENT MANAGEMENT COMPANY, LLC 20200.01%0.16%0.73%Q2 2013Q1 201820
SALEM INVESTMENT COUNSELORS INC 1510.00%0.00%0.00%Q4 2016Q4 202220
Trexquant Investment LP 730.01%0.07%0.21%Q4 2014Q4 202220
Sandy Spring Bank 1210.00%0.00%0.00%Q2 2013Q3 202320
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 1640.00%0.00%0.00%Q2 2013Q1 202020
EATON VANCE MANAGEMENT 1010.00%0.05%0.24%Q1 2014Q1 202220
Lindbrook Capital, LLC 20200.00%0.01%0.01%Q4 2018Q3 202320
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 910.00%0.01%0.03%Q4 2016Q3 202320
Financial Gravity Asset Management, Inc. 1230.00%0.10%0.29%Q1 2018Q3 202320
Cresset Asset Management, LLC 1630.00%0.00%0.01%Q4 2018Q3 202319
Penserra Capital Management LLC 19190.08%0.60%1.05%Q1 2019Q3 202319
BOOTHBAY FUND MANAGEMENT, LLC 1710.01%0.12%0.27%Q4 2018Q3 202319
Private Capital Group, LLC 19190.00%0.01%0.03%Q4 2017Q2 202219
Twin Tree Management, LP 730.00%0.01%0.04%Q1 2013Q1 202219
OPPENHEIMER & CO INC 1810.00%0.05%0.15%Q4 2017Q3 202319
HighTower Advisors, LLC 1510.00%0.00%0.01%Q3 2014Q3 202319
RFG Advisory, LLC 19190.00%0.02%0.04%Q1 2019Q3 202319
FDx Advisors, Inc. 820.00%0.01%0.02%Q2 2014Q1 202219
RIVERHEAD CAPITAL MANAGEMENT LLC 19190.01%0.03%0.07%Q1 2014Q3 201819
Bray Capital Advisors 19190.01%0.02%0.03%Q1 2018Q3 202219
Zions Bancorporation, N.A. 19190.00%0.00%0.01%Q1 2019Q3 202319
Russell Investments Group, Ltd. 520.00%0.00%0.01%Q4 2016Q3 202319
Global X Management CO LLC 18180.03%0.18%0.48%Q2 2013Q3 201718
Cavalry Management Group, LLC 17172.12%4.22%10.87%Q4 2018Q4 202218
SG Americas Securities, LLC 510.00%0.01%0.06%Q4 2015Q4 202218
UBS AG 660.00%0.00%0.01%Q2 2013Q3 201418
RAY GERALD L & ASSOCIATES LTD 18180.01%0.02%0.03%Q2 2013Q3 201718
ETRADE Capital Management LLC 18180.00%0.02%0.05%Q2 2013Q3 201718
Nuveen Asset Management, LLC 1510.00%0.05%0.16%Q2 2013Q4 202018
Formidable Asset Management, LLC 1710.00%0.09%0.19%Q2 2014Q2 202318
Valeo Financial Advisors, LLC 1530.00%0.00%0.00%Q3 2017Q3 202318
AE Wealth Management LLC 18180.00%0.00%0.01%Q2 2019Q3 202318
Commonwealth Equity Services, Inc 18180.00%0.00%0.01%Q2 2013Q3 201718
MUFG Americas Holdings Corp 1250.00%0.00%0.01%Q4 2010Q1 201517
People's United Financial, Inc. 17170.00%0.03%0.11%Q2 2013Q2 201717
HSBC HOLDINGS PLC 1010.00%0.01%0.04%Q1 2012Q4 202217
ZEKE CAPITAL ADVISORS, LLC 17170.02%0.11%0.28%Q4 2018Q4 202217
CIBC WORLD MARKET INC. 740.00%0.00%0.01%Q3 2016Q4 202117
BerganKDV Wealth Management, LLC 17170.00%0.00%0.00%Q2 2018Q2 202217
EAGLE ASSET MANAGEMENT INC 1430.00%0.00%0.01%Q3 2015Q4 202117
J.P. Morgan Private Wealth Advisors LLC 1010.00%0.01%0.05%Q2 2015Q4 202217
GEORGE KAISER FAMILY FOUNDATION 17170.24%0.44%0.77%Q3 2019Q3 202317
Mandatum Life Insurance Co Ltd 17170.02%0.03%0.04%Q2 2018Q2 202217
Eventide Asset Management 17170.01%0.03%0.08%Q3 2015Q3 201917
Atria Investments, Inc 910.01%0.02%0.04%Q2 2017Q4 202117
Boston Partners 17170.00%0.00%0.00%Q3 2019Q3 202317
Timber Hill LLC 980.00%0.00%0.01%Q2 2013Q3 201717
Pacifica Partners Inc. 17170.00%0.00%0.01%Q4 2019Q4 202317
AFAM CAPITAL, INC. 17170.24%0.64%0.86%Q2 2013Q2 201717
WFG Advisors, LP 17170.00%0.00%0.01%Q2 2013Q2 201717
CAPSTONE ASSET MANAGEMENT CO 17170.05%0.11%0.27%Q2 2013Q2 201717
ROOSEVELT INVESTMENT GROUP LLC 16160.03%0.09%0.14%Q4 2018Q3 202216
Global Trust Asset Management, LLC 1510.00%0.00%0.00%Q4 2017Q4 202116
RONALD BLUE & CO LLC 1060.00%0.01%0.03%Q2 2013Q2 201716
Rockefeller Capital Management L.P. 16160.00%0.01%0.04%Q1 2019Q4 202216
Verition Fund Management LLC 510.00%0.04%0.39%Q2 2013Q4 202116
B. Riley Wealth Advisors, Inc. 1330.02%0.04%0.06%Q2 2014Q2 201816
AMERICAN CENTURY COMPANIES INC 16160.00%0.01%0.09%Q4 2019Q3 202316
HRT FINANCIAL LP 610.00%0.03%0.18%Q3 2016Q3 202316
Virtu KCG Holdings LLC 16160.00%0.03%0.28%Q3 2013Q2 201716
REGENTATLANTIC CAPITAL LLC 16160.01%0.02%0.03%Q2 2013Q1 201716
HIGH POINTE CAPITAL MANAGEMENT LLC 16160.08%0.23%0.36%Q4 2013Q3 201716
Janney Montgomery Scott LLC 610.00%0.01%0.03%Q1 2016Q2 202316
NAVELLIER & ASSOCIATES INC 1110.00%0.04%0.12%Q1 2013Q3 201916
ExodusPoint Capital Management, LP 610.00%0.03%0.09%Q4 2018Q3 202316
WOLVERINE ASSET MANAGEMENT LLC 770.00%0.00%0.01%Q2 2013Q4 201416
NOMURA HOLDINGS INC 510.00%0.01%0.07%Q4 2012Q4 202116
MANNING & NAPIER ADVISORS LLC 16160.02%0.02%0.03%Q2 2013Q1 201716
Private Advisor Group, LLC 1330.00%0.00%0.01%Q4 2018Q1 202316
RHUMBLINE ADVISERS 1320.00%0.00%0.00%Q2 2013Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
Carlson Capital Management 15150.03%0.06%0.09%Q2 2013Q4 201615
Ethic Inc. 15150.02%0.05%0.08%Q1 2020Q3 202315
THOMPSON DAVIS & CO., INC. 1410.00%0.02%0.04%Q4 2013Q3 201715
Citizens Business Bank 15150.04%0.06%0.07%Q4 2012Q2 201615
KORNITZER CAPITAL MANAGEMENT INC /KS 1230.02%0.03%0.05%Q2 2013Q3 202115
Odey Asset Management Group Ltd 1320.15%0.43%0.81%Q1 2019Q1 202315
PrairieView Partners, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
BROWN ADVISORY INC 15150.00%0.00%0.00%Q2 2013Q4 201615
OFI Advisors LLC 1140.01%0.01%0.03%Q3 2011Q3 201515
Proficio Capital Partners LLC 15150.00%0.01%0.04%Q4 2015Q2 201915
Disciplined Investments, LLC 15150.00%0.00%0.00%Q4 2019Q2 202315
13D Management LLC 1312.68%4.61%6.08%Q2 2017Q4 202014
LEVEL FOUR ADVISORY SERVICES, LLC 14140.01%0.03%0.07%Q2 2020Q3 202314
Wealthstreet Investment Advisors, LLC 14140.01%0.01%0.01%Q4 2017Q1 202114
LAKE STREET ADVISORS GROUP, LLC 1210.00%0.02%0.04%Q2 2019Q2 202314
DEERE & CO 14140.05%0.06%0.12%Q2 2013Q3 201614
Vanguard Personalized Indexing Management, LLC 14140.01%0.03%0.06%Q2 2020Q3 202314
BOKF, NA 860.00%0.01%0.02%Q2 2013Q1 202314
FIRST MERCANTILE TRUST CO 14140.08%0.19%0.30%Q2 2013Q3 201614
NORTHROAD CAPITAL MANAGEMENT LLC 14142.01%2.40%3.24%Q2 2013Q3 201614
MSI Financial Services Inc 1310.00%0.00%0.01%Q2 2013Q4 201614
Financial Advocates Investment Management 1310.01%0.01%0.01%Q2 2019Q4 202214
LETKO, BROSSEAU & ASSOCIATES INC 14140.33%0.61%0.84%Q2 2013Q3 201614
Tradewinds Global Investors, LLC 14141.00%1.66%2.69%Q2 2013Q3 201614
ATLAS CAPITAL ADVISORS LLC 1010.00%0.05%0.11%Q1 2018Q2 202214
Alexandria Capital, LLC 14140.00%0.00%0.00%Q2 2014Q3 201714
AMERICAN NATIONAL INSURANCE CO 14140.04%0.07%0.10%Q2 2013Q3 201614
ASSETMARK, INC 520.00%0.01%0.03%Q3 2013Q1 202214
Bayesian Capital Management, LP 810.03%0.17%0.46%Q4 2017Q3 202214
First Allied Advisory Services, Inc. 510.00%0.01%0.02%Q3 2014Q2 201914
ALLIANCEBERNSTEIN L.P. 810.00%0.00%0.01%Q2 2013Q4 202114
CAPITAL GUARDIAN TRUST CO 830.00%0.00%0.03%Q2 2013Q4 201814
SUNTRUST BANKS INC 14140.01%0.01%0.02%Q2 2013Q3 201614
MARK SHEPTOFF FINANCIAL PLANNING, LLC 14140.01%0.11%0.57%Q2 2020Q3 202314
FinTrust Capital Advisors, LLC 620.00%0.18%0.82%Q4 2018Q3 202314
FIL Ltd 710.00%0.00%0.01%Q4 2016Q3 202113
SEVEN EIGHT CAPITAL, LP 810.01%0.16%0.48%Q4 2013Q1 202213
Dynamic Technology Lab Private Ltd 310.05%0.09%0.19%Q2 2015Q4 202213
Schonfeld Strategic Advisors LLC 710.00%0.02%0.05%Q3 2018Q2 202313
Caption Management, LLC 410.00%0.04%0.12%Q2 2018Q4 202213
RELIANCE TRUST CO OF DELAWARE 13130.02%0.03%0.04%Q2 2013Q2 201613
GFS Advisors, LLC 13130.00%0.05%0.09%Q4 2015Q4 201813
BlackRock Institutional Trust Company, N.A. 13130.00%0.00%0.00%Q4 2013Q4 201613
SIT INVESTMENT ASSOCIATES INC 1030.00%0.04%0.06%Q2 2017Q4 202213
Capital Asset Advisory Services LLC 13130.01%0.06%0.10%Q4 2019Q4 202213
Wealthspire Advisors, L.P. 1120.00%0.00%0.00%Q4 2015Q1 201913
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1120.00%0.00%0.00%Q4 2016Q1 202013
HANCOCK WHITNEY CORP 13130.01%0.02%0.03%Q3 2019Q3 202213
STONERIDGE INVESTMENT PARTNERS LLC 1110.15%0.71%1.28%Q2 2013Q3 201913
A.R.T. Advisors, LLC 510.01%0.07%0.26%Q2 2013Q4 201913
THORNBURG INVESTMENT MANAGEMENT INC 13130.11%0.15%0.19%Q3 2019Q3 202213
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Key FInancial Inc 12120.00%0.01%0.02%Q4 2020Q3 202312
BlackRock Fund Advisors 12120.00%0.00%0.00%Q4 2013Q3 201612
BLACKROCK ADVISORS LLC 12120.02%0.07%0.09%Q4 2013Q3 201612
MML INVESTORS SERVICES, LLC 840.00%0.00%0.00%Q3 2020Q3 202312
CAPTRUST FINANCIAL ADVISORS 930.00%0.00%0.00%Q2 2020Q3 202312
Covington Capital Management 1110.00%0.00%0.00%Q4 2018Q3 202212
First Trust Direct Indexing L.P. 12120.02%0.06%0.12%Q4 2020Q3 202312
Cedar Wealth Management, LLC 12120.00%0.00%0.00%Q3 2016Q2 201912
Kistler-Tiffany Companies, LLC 12120.01%0.01%0.01%Q2 2013Q1 201612
Zions Bancorporation 1110.00%0.00%0.01%Q1 2015Q1 201812
Ellevest, Inc. 12120.00%0.00%0.01%Q1 2020Q4 202212
DigitalBridge Group, Inc. 12120.20%0.66%1.17%Q4 2020Q3 202312
CREDIT AGRICOLE S A 410.00%0.00%0.00%Q2 2013Q2 202312
Investors Capital Advisory Services 12120.02%0.03%0.04%Q3 2013Q2 201612
MERCER GLOBAL ADVISORS INC /ADV 12120.00%0.01%0.04%Q4 2020Q3 202312
PACIFIC FINANCIAL GROUP INC 1110.00%0.00%0.00%Q2 2013Q2 201612
TimeScale Financial, Inc. 12120.00%0.00%0.00%Q2 2019Q1 202212
GATEWAY INVESTMENT ADVISERS LLC 750.00%0.02%0.04%Q2 2013Q3 202312
ClearBridge Investments 12120.07%0.09%0.13%Q2 2013Q1 201612
Perigon Wealth Management, LLC 1110.00%0.04%0.08%Q4 2016Q4 202112
LIBERTY WEALTH MANAGEMENT LLC 12120.00%0.00%0.00%Q4 2018Q3 202112
BlackRock Investment Management, LLC 12120.01%0.05%0.07%Q4 2013Q3 201612
BlackRock Group LTD 12120.00%0.01%0.01%Q4 2013Q3 201612
Archford Capital Strategies, LLC 840.00%0.00%0.00%Q1 2014Q1 201712
BlackRock Japan Co. Ltd 12120.00%0.00%0.01%Q4 2013Q3 201612
Berman Capital Advisors, LLC 12120.00%0.00%0.00%Q4 2018Q3 202112
MILLER HOWARD INVESTMENTS INC /NY 11110.02%0.05%0.07%Q1 2014Q3 201611
SYMONS CAPITAL MANAGEMENT INC 742.70%3.82%4.77%Q2 2016Q3 202111
Windsor Creek Advisors, LLC 11110.51%1.96%8.64%Q2 2019Q4 202111
Campbell & CO Investment Adviser LLC 310.02%0.21%0.71%Q2 2013Q1 202311
MACKENZIE FINANCIAL CORP 610.00%0.00%0.01%Q1 2014Q3 202311
Hexagon Capital Partners LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 920.15%0.43%0.76%Q4 2019Q3 202211
1st Global Advisors, Inc. 11110.08%0.13%0.18%Q2 2013Q4 201511
Addison Advisors LLC 1010.00%0.00%0.00%Q4 2020Q3 202311
Migdal Insurance & Financial Holdings Ltd. 11110.00%0.01%0.02%Q2 2018Q4 202011
OLD MISSION CAPITAL LLC 410.03%0.20%0.48%Q1 2015Q4 202211
Moloney Securities Asset Management, LLC 650.02%0.07%0.15%Q2 2020Q2 202311
Engineers Gate Manager LP 410.00%0.02%0.06%Q3 2018Q1 202311
Independent Portfolio Consultants, Inc. 11110.00%0.02%0.03%Q4 2014Q2 201711
DeDora Capital, Inc. 11110.04%0.07%0.12%Q1 2020Q3 202211
Strategic Global Advisors, LLC 1010.02%0.10%0.33%Q4 2020Q3 202311
BOWEN HANES & CO INC 710.13%0.77%1.12%Q2 2013Q4 202111
CLEAR STREET MARKETS LLC 310.00%0.04%0.34%Q2 2014Q2 202311
Column Capital Advisors, LLC 11110.00%0.00%0.00%Q2 2020Q4 202211
Marshall Wace North America L.P. 310.00%0.04%0.21%Q3 2013Q3 202111
North Star Investment Management Corp. 11110.00%0.00%0.00%Q1 2021Q3 202311
ALTFEST L J & CO INC 1010.04%0.08%0.19%Q3 2019Q3 202211
BANK OF NOVA SCOTIA 11110.01%0.08%0.12%Q3 2013Q1 201611
FIRST HAWAIIAN BANK 710.00%0.01%0.02%Q2 2013Q1 201911
Mengis Capital Management, Inc. 11110.05%0.16%0.30%Q1 2021Q3 202311
CHUBB CORP 11110.82%0.99%1.16%Q2 2013Q4 201511
STEVENS CAPITAL MANAGEMENT LP 310.02%0.06%0.20%Q2 2013Q4 202011
ORBIS HOLDINGS LTD 11110.01%0.01%0.02%Q2 2013Q4 201511
REGIONS FINANCIAL CORP 910.00%0.00%0.00%Q3 2014Q2 201811
KEMPNER CAPITAL MANAGEMENT INC. 11110.71%1.70%2.71%Q1 2014Q3 201611
SRS Capital Advisors, Inc. 710.00%0.00%0.01%Q4 2016Q3 202311
Gotham Asset Management, LLC 410.00%0.00%0.00%Q3 2014Q2 202311
Quantitative Investment Management, LLC 310.01%0.05%0.10%Q3 2013Q1 202111
BENJAMIN F. EDWARDS & COMPANY, INC. 1010.00%0.00%0.00%Q4 2015Q1 202211
SIMON QUICK ADVISORS, LLC 650.04%0.06%0.08%Q1 2018Q4 202011
NATIXIS 740.00%0.01%0.01%Q2 2020Q3 202311
TRUSTCORE FINANCIAL SERVICES, LLC 11110.00%0.00%0.00%Q1 2019Q3 202111
Spire Wealth Management 11110.00%0.00%0.00%Q1 2021Q3 202311
Mitsubishi UFJ Asset Management Co., Ltd. 510.00%0.01%0.02%Q4 2013Q1 202311
Archer Investment Corp 10100.00%0.00%0.01%Q3 2019Q4 202110
Vantage Investment Advisors, LLC 10100.00%0.00%0.01%Q4 2013Q1 201610
GENESEE VALLEY TRUST CO 640.11%0.17%0.23%Q2 2013Q3 201610
Avior Wealth Management, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
IHT Wealth Management, LLC 640.00%0.01%0.05%Q4 2016Q3 202210
RAYMOND JAMES TRUST N.A. 910.01%0.03%0.04%Q2 2013Q4 201510
Accel Wealth Management 10100.00%0.00%0.01%Q4 2020Q1 202310
Cetera Advisors LLC 510.00%0.01%0.02%Q1 2019Q3 202310
Sowell Financial Services LLC 820.00%0.01%0.05%Q3 2019Q1 202210
Nuveen Fund Advisors, LLC 10100.07%0.11%0.25%Q2 2016Q3 201810
AMUNDI ASSET MANAGEMENT US, INC. 430.00%0.00%0.00%Q4 2017Q1 202110
HBK INVESTMENTS L P 510.00%0.02%0.09%Q2 2013Q3 202210
Aristotle Capital Management, LLC 10100.10%0.16%0.30%Q2 2013Q3 201510
FineMark National Bank & Trust 10100.00%0.00%0.02%Q2 2013Q3 201510
Palouse Capital Management, Inc. 10100.06%1.33%2.08%Q2 2021Q3 202310
Antonetti Capital Management LLC 910.00%0.00%0.00%Q2 2010Q3 202310
Lenox Wealth Management, Inc. 10100.00%0.05%0.07%Q1 2018Q2 202010
Vident Investment Advisory, LLC 10100.00%0.01%0.03%Q1 2021Q2 202310
Ledyard National Bank 10100.00%0.00%0.00%Q4 2013Q1 201610
West Branch Capital LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Chubb Ltd 10103.76%4.38%4.98%Q1 2016Q2 201810
PATHSTONE FAMILY OFFICE, LLC 610.00%0.00%0.01%Q1 2018Q3 202310
DRW Securities, LLC 610.00%0.01%0.03%Q1 2021Q3 202310
ACADIAN ASSET MANAGEMENT LLC 10100.00%0.04%0.17%Q3 2020Q4 202210
Weiss Multi-Strategy Advisers LLC 410.02%0.32%1.04%Q2 2013Q4 202210
VOLORIDGE INVESTMENT MANAGEMENT, LLC 410.00%0.04%0.13%Q1 2019Q3 202310
BB&T SECURITIES, LLC 730.00%0.01%0.01%Q2 2015Q2 201910
BREMER TRUST NATIONAL ASSOCIATION 10100.03%0.06%0.06%Q3 2013Q4 201510
AdvisorNet Financial, Inc 710.00%0.00%0.00%Q1 2019Q2 202310
Platte River Capital LLC 10100.18%0.38%0.61%Q2 2013Q3 201510
Orion Portfolio Solutions, LLC 730.00%0.00%0.00%Q4 2019Q3 202310
Independent Advisor Alliance 10100.02%0.21%0.43%Q2 2020Q3 202210
Reynders McVeigh Capital Management, LLC 10100.00%0.01%0.01%Q2 2021Q3 202310
STEPHENS INC /AR/ 510.00%0.01%0.01%Q2 2013Q3 201810
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 520.00%0.01%0.04%Q4 2013Q1 201710
Employees Retirement System of Texas 10100.02%0.04%0.05%Q3 2019Q4 202110
BROWN BROTHERS HARRIMAN & CO 610.00%0.00%0.00%Q1 2014Q3 202210
CONNABLE OFFICE INC 10100.04%0.05%0.07%Q2 2013Q3 201510
HARBOUR INVESTMENTS, INC. 640.00%0.01%0.01%Q1 2021Q3 202310
ABERDEEN ASSET MANAGEMENT PLC/UK 10100.00%0.00%0.00%Q2 2013Q3 201510
QUANTUM CAPITAL MANAGEMENT 820.02%0.03%0.04%Q4 2013Q2 201710
Altium Wealth Management LLC 10100.01%0.04%0.06%Q1 2020Q2 202210
JOHNSON INVESTMENT COUNSEL INC 10100.01%0.01%0.01%Q2 2013Q3 201510
Banco de Sabadell, S.A 10100.01%0.01%0.01%Q1 2018Q2 202010
THOMPSON SIEGEL & WALMSLEY LLC 540.00%0.00%0.00%Q4 2013Q3 20169
Capital Bank & Trust Co 990.00%0.01%0.02%Q2 2017Q2 20199
AUGUSTINE ASSET MANAGEMENT INC 991.03%1.35%1.55%Q3 2020Q3 20229
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 540.00%0.03%0.07%Q4 2016Q3 20239
JANUS HENDERSON INVESTORS US LLC 990.00%0.06%0.11%Q2 2013Q2 20159
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 540.02%0.06%0.15%Q1 2018Q2 20219
SouthState Corp 990.00%0.00%0.01%Q3 2021Q3 20239
DREMAN VALUE MANAGEMENT, L L C 410.00%0.01%0.04%Q3 2014Q1 20189
Lake Point Wealth Management 520.00%0.00%0.01%Q1 2019Q2 20229
Stonebridge Financial Planning Group, LLC 990.00%0.01%0.01%Q4 2019Q4 20219
Integrated Investment Consultants, LLC 810.00%0.02%0.08%Q4 2015Q1 20189
COLONY GROUP LLC 810.00%0.01%0.01%Q1 2014Q1 20229
Brinker Capital Investments, LLC 720.00%0.00%0.01%Q1 2019Q4 20229
KANALY TRUST CO 810.00%0.00%0.00%Q2 2014Q3 20169
MANAGED ACCOUNT ADVISORS LLC 990.04%0.07%0.09%Q2 2013Q2 20159
Qube Research & Technologies Ltd 410.00%0.03%0.07%Q1 2018Q3 20239
Capital Advisory Group Advisory Services, LLC 720.01%0.01%0.02%Q2 2019Q3 20219
Blueshift Asset Management, LLC 310.01%0.03%0.08%Q2 2019Q3 20229
Financial Management Professionals, Inc. 990.00%0.00%0.00%Q2 2020Q2 20229
Optiver Holding B.V. 990.00%0.02%0.06%Q1 2021Q1 20239
Virtu Financial LLC 310.01%0.06%0.23%Q2 2013Q3 20229
Stanford Investment Group, Inc. 990.00%0.01%0.01%Q4 2014Q4 20169
ARS Investment Partners, LLC 810.03%0.15%0.21%Q2 2019Q3 20219
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 990.02%0.05%0.08%Q2 2021Q2 20239
WELLINGTON MANAGEMENT GROUP LLP 810.00%0.00%0.00%Q2 2013Q4 20189
Stanley-Laman Group, Ltd. 990.03%0.77%1.04%Q4 2013Q4 20159
WEDBUSH SECURITIES INC 630.01%0.02%0.03%Q1 2019Q4 20219
SNOW CAPITAL MANAGEMENT LP 990.00%0.08%0.25%Q2 2016Q2 20189
FOX RUN MANAGEMENT, L.L.C. 410.06%0.07%0.09%Q2 2016Q4 20229
Candriam S.C.A. 990.01%0.02%0.03%Q4 2019Q4 20219
HBK Sorce Advisory LLC 990.01%0.02%0.03%Q1 2020Q1 20229
BREITER CAPITAL MANAGEMENT INC 990.10%0.39%0.74%Q1 2020Q1 20229
COUNTRY TRUST BANK 990.00%0.00%0.00%Q2 2014Q2 20169
Cordasco Financial Network 990.01%0.02%0.02%Q2 2020Q2 20229
Dynamic Capital Management Ltd 210.04%0.41%1.42%Q2 2013Q2 20199
RNC CAPITAL MANAGEMENT LLC 990.01%0.01%0.02%Q3 2021Q3 20239
Berkshire Bank 990.03%0.38%0.63%Q3 2020Q3 20229
Camelot Portfolios, LLC 540.06%0.21%0.44%Q2 2020Q3 20229
Wealth Alliance 990.09%0.18%0.23%Q1 2020Q1 20229
Moser Wealth Advisors, LLC 990.02%0.13%0.19%Q3 2020Q3 20229
Glen Harbor Capital Management LLC 880.01%0.01%0.01%Q4 2016Q3 20188
AVANTAX ADVISORY SERVICES, INC. 710.00%0.00%0.01%Q3 2020Q3 20228
Winfield Associates, Inc. 880.00%0.00%0.01%Q1 2016Q4 20178
Cetera Advisor Networks LLC 410.00%0.00%0.01%Q2 2020Q3 20238
Ranch Capital Advisors Inc. 880.01%0.03%0.06%Q4 2019Q3 20218
MACROVIEW INVESTMENT MANAGEMENT LLC 880.01%0.01%0.01%Q1 2018Q4 20198
Ancora Advisors LLC 880.00%0.00%0.00%Q3 2021Q2 20238
Lester Murray Antman dba SimplyRich 880.08%0.37%0.89%Q2 2020Q1 20228
TD Waterhouse Canada Inc. 880.00%0.00%0.01%Q4 2021Q3 20238
Guardian Wealth Management, Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
ICC CAPITAL MANAGEMENT INC/ 880.07%0.13%0.19%Q2 2013Q1 20158
NorthCrest Asset Manangement, LLC 880.04%0.06%0.09%Q4 2021Q3 20238
Horan Securities, Inc. 710.00%0.00%0.00%Q2 2021Q2 20238
Forum Financial Management, LP 880.01%0.04%0.08%Q4 2021Q3 20238
Lumature Wealth Partners, LLC 880.00%0.02%0.04%Q1 2021Q4 20228
Bell Investment Advisors, Inc 620.00%0.00%0.00%Q3 2021Q3 20238
Smith Anglin Financial, LLC 880.02%0.04%0.05%Q4 2020Q3 20228
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 620.00%0.01%0.02%Q1 2020Q2 20228
FLAGSHIP HARBOR ADVISORS, LLC 880.00%0.02%0.03%Q4 2018Q3 20208
Whitnell & Co. 410.00%0.00%0.00%Q3 2015Q2 20188
HARVEST GROUP WEALTH MANAGEMENT, LLC 880.02%0.03%0.04%Q1 2019Q4 20208
Quantitative Systematic Strategies LLC 310.04%0.09%0.28%Q3 2016Q1 20218
SeaCrest Wealth Management, LLC 610.00%0.01%0.04%Q4 2017Q2 20228
MISSION WEALTH MANAGEMENT, LP 880.00%0.01%0.01%Q2 2021Q1 20238
MAKENA CAPITAL MANAGEMENT LLC 880.50%1.20%2.17%Q1 2020Q4 20218
KEYBANK NATIONAL ASSOCIATION/OH 530.00%0.00%0.00%Q2 2014Q4 20188
AGF INVESTMENTS INC. 880.11%0.19%0.30%Q3 2020Q2 20228
ELLINGTON MANAGEMENT GROUP LLC 210.04%0.15%0.52%Q2 2013Q1 20208
CANADA PENSION PLAN INVESTMENT BOARD 410.00%0.01%0.04%Q2 2018Q1 20238
CKW FINANCIAL GROUP 710.00%0.00%0.01%Q4 2013Q3 20238
Connor, Clark & Lunn Investment Management Ltd. 530.00%0.01%0.01%Q2 2018Q3 20228
Progressive Investment Management Corp 880.03%0.28%0.36%Q2 2013Q1 20158
NATIONAL BANK OF CANADA /FI/ 880.00%0.01%0.04%Q4 2021Q3 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
South Shore Capital Advisors 880.25%0.36%0.48%Q4 2020Q3 20228
Plante Moran Financial Advisors, LLC 410.00%0.01%0.02%Q4 2013Q2 20188
Five Oceans Advisors 880.06%0.11%0.20%Q4 2021Q3 20238
Community Bank, N.A. 320.00%0.00%0.00%Q4 2017Q1 20238
Balentine LLC 510.00%0.00%0.00%Q3 2015Q3 20228
Hedges Asset Management LLC 880.08%0.18%0.41%Q4 2021Q3 20238
Corient Capital Partners, LLC 880.01%0.01%0.01%Q4 2020Q3 20228
XR Securities LLC 880.00%0.00%0.02%Q1 2021Q4 20228
Meadow Creek Investment Management LLC 880.01%0.01%0.01%Q4 2016Q3 20188
Flinton Capital Management LLC 880.01%0.01%0.01%Q4 2016Q3 20188
Elkfork Partners LLC 880.01%0.01%0.01%Q4 2016Q3 20188
Alyeska Investment Group, L.P. 310.02%0.09%0.18%Q2 2015Q2 20218
Woodline Partners LP 320.00%0.26%0.66%Q3 2020Q2 20238
NumerixS Investment Technologies Inc 310.00%0.04%0.10%Q4 2014Q2 20208
Qtron Investments LLC 710.03%0.15%0.26%Q1 2021Q1 20238
Susquehanna International Securities, Ltd. 310.07%0.37%0.79%Q4 2019Q2 20238
Point72 Asset Management, L.P. 210.01%0.06%0.12%Q1 2017Q3 20238
GRATRY & Co LLC 880.46%0.52%0.62%Q2 2013Q1 20158
CHARTWELL INVESTMENT PARTNERS, LLC 880.04%0.25%0.41%Q1 2017Q4 20188
GAMCO INVESTORS, INC. ET AL 880.00%0.01%0.01%Q2 2013Q1 20158
MARSHALL WACE, LLP 210.00%0.02%0.04%Q4 2018Q1 20227
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 770.09%0.13%0.16%Q2 2020Q4 20217
SILVERCREST ASSET MANAGEMENT GROUP LLC 770.00%0.01%0.01%Q1 2022Q3 20237
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 770.05%0.12%0.26%Q2 2020Q4 20217
Beacon Pointe Advisors, LLC 770.00%0.00%0.01%Q2 2021Q4 20227
Lenox Wealth Advisors, LLC 610.00%0.00%0.01%Q3 2014Q1 20207
OppenheimerFunds, Inc. 770.00%0.00%0.01%Q2 2015Q4 20167
BANK HAPOALIM BM 770.02%0.05%0.10%Q4 2020Q2 20227
DIXON HUBARD FEINOUR & BROWN INC/VA 610.04%0.16%0.27%Q4 2013Q4 20197
TRUST CO OF VERMONT 410.00%0.00%0.00%Q3 2015Q2 20237
Cerity Partners LLC 770.00%0.00%0.00%Q1 2022Q3 20237
J.W. COLE ADVISORS, INC. 610.01%0.02%0.04%Q3 2020Q4 20227
Kestra Advisory Services, LLC 770.00%0.00%0.00%Q1 2021Q3 20227
Merrion Investment Management Co, LLC 770.19%0.24%0.30%Q2 2021Q4 20227
Beacon Capital Management, LLC 770.00%0.01%0.01%Q1 2022Q3 20237
FNY Investment Advisers, LLC 310.11%0.62%0.99%Q3 2018Q1 20237
Fieldpoint Private Securities, LLC 770.00%0.00%0.01%Q4 2020Q2 20227
MAVERICK CAPITAL LTD 430.02%0.46%1.17%Q4 2015Q2 20207
FARMERS & MERCHANTS INVESTMENTS INC 770.00%0.00%0.00%Q2 2020Q4 20217
Tradition Wealth Management, LLC 610.00%0.00%0.00%Q4 2020Q2 20237
SAL Trading, LLC 410.05%0.21%0.45%Q4 2021Q1 20237
Allianz Asset Management GmbH 410.01%0.01%0.02%Q1 2016Q3 20207
WOLFF WIESE MAGANA LLC 610.00%0.01%0.01%Q2 2021Q3 20237
ENTERPRISE FINANCIAL SERVICES CORP 610.00%0.00%0.00%Q2 2013Q4 20167
HENNESSY ADVISORS INC 770.01%0.01%0.01%Q3 2021Q1 20237
DOLIVER ADVISORS, LP 770.03%0.05%0.07%Q1 2022Q3 20237
RUSSELL FRANK CO/ 310.00%0.00%0.01%Q3 2013Q4 20157
THRIVENT FINANCIAL FOR LUTHERANS 510.00%0.05%0.09%Q2 2013Q2 20227
SRB CORP 775.31%6.66%7.68%Q1 2022Q3 20237
MEITAV INVESTMENT HOUSE LTD 610.01%0.02%0.03%Q4 2017Q4 20197
Integrated Wealth Management 770.00%0.00%0.01%Q1 2015Q3 20167
DUPONT CAPITAL MANAGEMENT CORP 770.01%0.02%0.02%Q2 2013Q4 20147
RITHOLTZ WEALTH MANAGEMENT 520.01%0.02%0.03%Q1 2021Q3 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.00%0.00%0.00%Q2 2013Q4 20147
UMB Bank, n.a. 610.00%0.00%0.00%Q4 2021Q3 20237
Squar Milner Financial Services LLC 520.00%0.01%0.02%Q2 2018Q1 20207
Telemetry Investments, L.L.C. 770.36%0.78%1.30%Q2 2020Q4 20217
Apriem Advisors 770.00%0.04%0.06%Q2 2013Q4 20147
FINANCIAL COUNSELORS INC 770.01%0.01%0.01%Q2 2020Q4 20217
Manchester Capital Management LLC 610.00%0.00%0.01%Q4 2014Q1 20227
SEGALL BRYANT & HAMILL, LLC 610.00%0.00%0.00%Q3 2021Q2 20237
Weaver Consulting Group 770.00%0.00%0.00%Q1 2019Q3 20207
PRIVATE TRUST CO NA 770.01%0.01%0.01%Q1 2013Q3 20147
Charter Oak Capital Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
PANAGORA ASSET MANAGEMENT INC 610.00%0.10%0.19%Q2 2015Q4 20217
BBVA USA Bancshares, Inc. 770.01%0.07%0.12%Q2 2015Q4 20167
1832 Asset Management L.P. 610.00%0.03%0.06%Q2 2016Q3 20217
BRINKER CAPITAL INC 430.00%0.01%0.02%Q1 2017Q1 20207
TODD ASSET MANAGEMENT LLC 770.40%0.55%0.67%Q2 2020Q4 20217
UNITED SERVICES AUTOMOBILE ASSOCIATION 610.00%0.00%0.01%Q2 2013Q3 20167
MERITAGE PORTFOLIO MANAGEMENT 770.33%0.37%0.42%Q1 2020Q3 20217
Solstein Capital, LLC 770.00%0.04%0.11%Q4 2020Q2 20227
I.G. INVESTMENT MANAGEMENT, LTD. 770.00%0.00%0.00%Q1 2014Q3 20157
Placemark Investments, Inc. 770.03%0.06%0.10%Q2 2013Q4 20147
Abundance Wealth Counselors 610.01%0.03%0.04%Q1 2021Q1 20237
Wealthcare Advisory Partners LLC 610.00%0.00%0.00%Q3 2017Q1 20217
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.00%0.00%0.01%Q1 2022Q3 20237
CAPSTONE INVESTMENT ADVISORS, LLC 510.00%0.00%0.00%Q3 2021Q2 20236
MASTERS CAPITAL MANAGEMENT LLC 660.41%0.66%0.98%Q2 2018Q3 20196
CREATIVE FINANCIAL DESIGNS INC /ADV 660.00%0.02%0.02%Q2 2020Q3 20216
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 660.17%0.35%0.58%Q3 2018Q4 20196
Centerpoint Advisors, LLC 420.00%0.00%0.01%Q4 2021Q2 20236
PLATINUM INVESTMENT MANAGEMENT LTD 660.06%0.09%0.12%Q2 2022Q3 20236
Y-Intercept (Hong Kong) Ltd 310.05%0.17%0.33%Q4 2020Q2 20236
INTEGRAL DERIVATIVES, LLC 410.00%0.00%0.01%Q1 2014Q1 20176
WASHINGTON TRUST BANK 420.00%0.01%0.01%Q1 2016Q1 20236
Tortoise Investment Management, LLC 660.00%0.00%0.00%Q1 2021Q2 20226
SIRIOS CAPITAL MANAGEMENT L P 660.05%0.12%0.17%Q3 2020Q4 20216
Stonebridge Capital Advisors LLC 420.00%0.01%0.01%Q1 2021Q2 20236
Belvedere Trading LLC 220.00%0.00%0.00%Q1 2023Q2 20236
CONFLUENCE INVESTMENT MANAGEMENT LLC 660.00%0.01%0.01%Q4 2020Q1 20226
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
SHELTON CAPITAL MANAGEMENT 660.02%0.02%0.03%Q2 2013Q3 20146
Institute for Wealth Management, LLC. 420.02%0.04%0.08%Q3 2017Q3 20236
Hirtle Callaghan & Co LLC 660.00%0.00%0.00%Q3 2013Q4 20146
CAMBIAR INVESTORS LLC 661.02%1.70%2.34%Q2 2015Q3 20166
Front Row Advisors LLC 660.00%0.00%0.00%Q4 2017Q1 20196
Ashburton (Jersey) Ltd 660.01%0.01%0.01%Q2 2019Q3 20206
Liberty Mutual Group Asset Management Inc. 660.01%0.01%0.01%Q4 2014Q1 20166
Paloma Partners Management Co 210.00%0.01%0.01%Q2 2019Q1 20226
Madison Asset Management, LLC 660.04%0.06%0.07%Q4 2020Q1 20226
Arkadios Wealth Advisors 420.00%0.00%0.01%Q4 2019Q3 20216
Westover Capital Advisors, LLC 420.07%0.19%0.37%Q4 2019Q3 20216
PFS INVESTMENTS INC. 660.00%0.02%0.02%Q1 2021Q2 20226
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 410.01%0.09%0.26%Q3 2013Q1 20186
Pinnacle Bancorp, Inc. 420.00%0.01%0.01%Q3 2020Q2 20226
Maven Securities LTD 660.00%0.01%0.01%Q1 2022Q2 20236
Edgestream Partners, L.P. 660.06%0.16%0.34%Q4 2021Q1 20236
WRAPMANAGER INC 420.03%0.08%0.13%Q4 2015Q2 20196
Mariner, LLC 510.00%0.00%0.00%Q1 2021Q3 20236
1919 Investment Counsel, LLC 660.04%0.04%0.05%Q2 2013Q3 20146
Cornerstone Management, Inc. 660.00%0.00%0.00%Q4 2021Q1 20236
DORCHESTER WEALTH MANAGEMENT Co 660.07%0.10%0.14%Q2 2022Q3 20236
MUFG Securities EMEA plc 310.00%0.30%1.78%Q1 2019Q3 20216
WBI INVESTMENTS, LLC 510.62%0.90%1.04%Q2 2013Q1 20166
Winslow, Evans & Crocker, Inc. 420.00%0.03%0.09%Q4 2015Q4 20196
Legacy Financial Advisors, Inc. 510.00%0.01%0.02%Q1 2018Q1 20226
Princeton Alpha Management LP 310.03%0.05%0.08%Q2 2014Q3 20166
NewEdge Advisors, LLC 420.00%0.00%0.00%Q2 2021Q3 20236
Brandywine Global Investment Management, LLC 550.00%0.00%0.00%Q4 2016Q4 20175
Bridgefront Capital, LLC 320.06%0.11%0.23%Q3 2021Q1 20235
Banque Cantonale Vaudoise 550.00%0.01%0.01%Q1 2021Q1 20225
TIAA, FSB 550.00%0.00%0.00%Q2 2022Q2 20235
HARTFORD INVESTMENT MANAGEMENT CO 310.00%0.00%0.00%Q4 2014Q2 20175
WOODMONT INVESTMENT COUNSEL LLC 410.00%0.00%0.00%Q2 2015Q3 20165
COMERICA SECURITIES,INC. 410.00%0.01%0.01%Q2 2019Q4 20225
Bronson Point Management LLC 310.51%1.16%2.18%Q1 2020Q3 20215
Turim 21 Investimentos Ltda. 411.43%2.41%3.96%Q1 2022Q3 20235
BlueCrest Capital Management Ltd 210.01%0.01%0.02%Q1 2016Q4 20185
PDT Partners, LLC 210.01%0.06%0.11%Q2 2013Q4 20225
OneAscent Financial Services LLC 410.06%0.08%0.16%Q2 2019Q3 20205
Horrell Capital Management, Inc. 550.52%0.94%1.57%Q4 2016Q4 20175
Bank of New Hampshire 550.00%0.01%0.01%Q1 2022Q1 20235
PVG Asset Management 211.41%1.75%1.91%Q4 2014Q2 20165
BLUEFIN CAPITAL MANAGEMENT, LLC 550.00%0.01%0.06%Q1 2021Q1 20225
QCM Cayman, Ltd. 110.05%0.46%0.87%Q2 2016Q4 20215
Prospera Financial Services Inc 210.00%0.00%0.01%Q3 2019Q2 20225
PARADIGM ASSET MANAGEMENT CO LLC 550.08%0.21%0.42%Q1 2021Q1 20225
Knights of Columbus Asset Advisors LLC 550.05%0.08%0.17%Q4 2020Q4 20215
EverSource Wealth Advisors, LLC 410.00%0.00%0.01%Q4 2021Q3 20235
Harel Insurance Investments & Financial Services Ltd. 410.00%0.01%0.02%Q2 2021Q4 20225
Onex Canada Asset Management Inc. 550.01%0.02%0.02%Q1 2020Q1 20215
Penn Mutual Asset Management, LLC 550.11%0.24%0.39%Q3 2020Q3 20215
Cutter & CO Brokerage, Inc. 410.05%0.07%0.07%Q1 2014Q2 20155
NEW YORK STATE COMMON RETIREMENT FUND 320.00%0.00%0.00%Q1 2021Q2 20225
Sound Income Strategies, LLC 320.00%0.00%0.00%Q3 2018Q3 20235
BREWIN DOLPHIN LTD 550.00%0.00%0.00%Q3 2020Q3 20215
MAI Capital Management 550.01%0.02%0.02%Q2 2013Q2 20145
TRUEWEALTH LLC 550.00%0.00%0.00%Q2 2019Q2 20205
First Command Financial Services, Inc. 550.00%0.00%0.01%Q4 2016Q4 20175
Aquatic Capital Management LLC 310.01%0.04%0.07%Q4 2021Q2 20235
RENAISSANCE GROUP LLC 550.25%0.39%0.46%Q4 2020Q4 20215
MACQUARIE GROUP LTD 310.00%0.00%0.01%Q4 2014Q1 20215
CIM INVESTMENT MANAGEMENT INC 410.06%0.09%0.18%Q1 2014Q2 20175
Capricorn Fund Managers Ltd 550.38%1.46%3.06%Q4 2021Q4 20225
OneDigital Investment Advisors LLC 550.00%0.01%0.01%Q2 2017Q2 20185
Kavar Capital Partners, LLC 320.00%0.00%0.00%Q4 2013Q4 20155
Jacobi Capital Management LLC 550.00%0.00%0.00%Q3 2020Q3 20215
MID CONTINENT CAPITAL LLC/IL 550.03%0.05%0.06%Q2 2013Q2 20145
Voya Financial Advisors, Inc. 320.01%0.01%0.01%Q4 2018Q1 20215
EVERGREEN CAPITAL MANAGEMENT LLC 410.10%0.14%0.25%Q4 2020Q1 20235
Capital Analysts, LLC 550.00%0.00%0.00%Q3 2019Q3 20205
ADVISOR PARTNERS II, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
NorthCoast Asset Management LLC 320.04%0.09%0.19%Q2 2013Q2 20215
Vontobel Holding Ltd. 550.00%0.02%0.04%Q4 2020Q4 20215
LEUTHOLD GROUP, LLC 550.04%0.05%0.06%Q1 2021Q1 20225
CENTRAL BANK & TRUST CO 550.00%0.00%0.00%Q4 2020Q4 20215
Morse Asset Management, Inc 410.04%0.29%0.45%Q2 2019Q2 20215
State of Tennessee, Treasury Department 550.02%0.03%0.04%Q4 2020Q4 20215
FULTON BANK, N.A. 550.01%0.01%0.02%Q4 2020Q4 20215
VALINOR MANAGEMENT, L.P. 410.06%1.88%2.80%Q2 2013Q3 20165
Pinnacle Wealth Planning Services, Inc. 210.01%0.02%0.02%Q4 2020Q3 20225
ANGELO GORDON & CO., L.P. 550.13%0.19%0.23%Q1 2022Q1 20235
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 550.00%0.00%0.00%Q2 2020Q2 20215
Avestar Capital, LLC 550.00%0.00%0.00%Q2 2018Q2 20195
Newbridge Financial Services Group, Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
Firsthand Capital Management, Inc. 550.22%0.32%0.44%Q2 2013Q2 20145
PRICE T ROWE ASSOCIATES INC /MD/ 550.00%0.00%0.00%Q3 2022Q3 20235
SALEM CAPITAL MANAGEMENT INC 550.71%1.02%1.42%Q1 2021Q1 20225
Legacy Wealth Asset Management, LLC 550.15%0.17%0.21%Q3 2022Q3 20235
Clarius Group, LLC 550.01%0.01%0.01%Q3 2021Q3 20225
Zullo Investment Group, Inc. 550.00%0.01%0.02%Q4 2021Q4 20225
FEDERATED HERMES, INC. 210.00%0.00%0.01%Q1 2016Q1 20235
AT Bancorp 410.38%1.00%1.49%Q1 2014Q4 20155
SELDON CAPITAL LP 550.01%0.01%0.01%Q4 2021Q4 20225
First Command Bank 550.00%0.00%0.01%Q4 2016Q4 20175
C M BIDWELL & ASSOCIATES LTD 550.05%0.62%0.80%Q1 2014Q1 20155
Inspire Advisors, LLC 410.02%0.04%0.05%Q4 2020Q4 20225
SVB WEALTH LLC 550.00%0.00%0.00%Q1 2022Q1 20235
BELLEVUE ASSET MANAGEMENT, LLC 550.00%0.01%0.01%Q1 2020Q1 20215
Tairen Capital Ltd 310.56%3.86%8.20%Q4 2018Q4 20204
American Trust Investment Advisors, LLC 440.58%0.66%0.71%Q1 2021Q4 20214
SMITH ASSET MANAGEMENT GROUP LP 440.01%0.01%0.01%Q4 2014Q3 20154
XTX Topco Ltd 210.03%0.08%0.15%Q2 2021Q1 20234
Veritable, L.P. 440.00%0.00%0.01%Q4 2012Q3 20134
Integrated Wealth Concepts LLC 310.00%0.00%0.00%Q1 2022Q3 20234
CHASE INVESTMENT COUNSEL CORP 310.28%1.60%2.24%Q4 2018Q2 20204
GREAT WEST LIFE ASSURANCE CO /CAN/ 440.00%0.01%0.01%Q1 2020Q4 20204
Caprock Group, LLC 210.01%0.02%0.04%Q1 2016Q3 20234
GENERAL ELECTRIC CO 440.02%0.05%0.08%Q2 2015Q1 20164
MYCIO WEALTH PARTNERS, LLC 310.00%0.00%0.00%Q3 2015Q3 20164
Inspire Investing, LLC 210.01%0.03%0.06%Q4 2017Q3 20224
CIBC Private Wealth Group, LLC 440.00%0.00%0.00%Q1 2014Q4 20144
TSFG, LLC 440.00%0.00%0.00%Q1 2020Q4 20204
Sutton Wealth Advisors Inc. 440.00%0.00%0.00%Q1 2016Q4 20164
Convergence Investment Partners, LLC 310.00%0.03%0.06%Q2 2013Q1 20184
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Well Done, LLC 110.00%0.03%0.06%Q4 2015Q4 20184
Baird Financial Group, Inc. 310.00%0.01%0.01%Q1 2016Q2 20234
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 220.02%0.02%0.03%Q4 2013Q1 20154
Kelman-Lazarov, Inc. 440.00%0.00%0.00%Q1 2016Q4 20164
TOWNSQUARE CAPITAL LLC 310.00%0.03%0.04%Q4 2018Q3 20234
FMA ADVISORY INC 310.03%0.03%0.04%Q2 2015Q3 20174
AXA S.A. 220.00%0.00%0.00%Q1 2019Q4 20204
J. Goldman & Co LP 110.05%0.10%0.17%Q2 2021Q1 20224
Hennion & Walsh Asset Management, Inc. 440.04%0.05%0.06%Q1 2021Q4 20214
BUCKINGHAM STRATEGIC WEALTH, LLC 440.03%0.03%0.04%Q3 2015Q2 20164
RMR Wealth Builders 210.01%0.02%0.02%Q4 2019Q1 20214
Dorsey Wright & Associates 310.01%0.94%1.40%Q2 2013Q2 20194
NewSquare Capital LLC 210.00%0.00%0.00%Q1 2016Q2 20234
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Schubert & Co 440.00%0.00%0.01%Q2 2022Q1 20234
UBS OCONNOR LLC 440.00%0.00%0.00%Q1 2020Q4 20204
OAK FAMILY ADVISORS, LLC 441.04%1.29%1.56%Q4 2020Q3 20214
FSC Wealth Advisors, LLC 440.00%0.01%0.01%Q4 2021Q3 20224
Golden State Wealth Management, LLC 310.00%0.00%0.00%Q1 2019Q1 20204
NOVARE CAPITAL MANAGEMENT LLC 440.72%0.83%0.95%Q1 2019Q4 20194
First PREMIER Bank 440.00%0.00%0.01%Q2 2019Q1 20204
LAZARD ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q2 2016Q4 20224
SAC Capital Advisors LP 440.00%0.00%0.00%Q2 2013Q1 20144
WealthTrust-Arizona, LLC 440.00%0.00%0.00%Q2 2013Q1 20144
Koshinski Asset Management, Inc. 310.01%0.02%0.06%Q3 2019Q1 20224
FIRST HORIZON CORP 440.00%0.00%0.00%Q3 2020Q2 20214
Redwood Wealth Management Group, LLC 440.07%0.07%0.08%Q4 2022Q3 20234
PICTON MAHONEY ASSET MANAGEMENT 310.08%0.17%0.26%Q3 2014Q3 20194
Mork Capital Management, LLC 440.55%0.71%0.87%Q4 2014Q3 20154
Yorktown Management & Research Co Inc 440.02%0.02%0.02%Q3 2015Q2 20164
MBB PUBLIC MARKETS I LLC 440.00%0.01%0.03%Q4 2021Q3 20224
Invictus RG Pte. Ltd. 310.03%0.04%0.06%Q2 2013Q4 20144
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 440.54%0.96%1.86%Q4 2016Q3 20174
USA FINANCIAL FORMULAS 220.08%0.10%0.13%Q1 2019Q4 20204
STERNE AGEE GROUP, INC. 440.05%0.07%0.08%Q2 2014Q1 20154
ARMSTRONG ADVISORY GROUP, INC 440.00%0.00%0.00%Q4 2022Q3 20234
Raab & Moskowitz Asset Management LLC 440.04%0.05%0.06%Q1 2019Q4 20194
Cypress Wealth Advisors LLC 210.04%0.07%0.10%Q4 2015Q1 20174
Manning & Napier Group, LLC 440.02%0.02%0.02%Q2 2022Q1 20234
Belpointe Asset Management LLC 220.00%0.01%0.02%Q1 2022Q1 20234
ASSOCIATED BANC-CORP 440.00%0.00%0.00%Q1 2020Q4 20204
Vise Technologies, Inc. 310.02%0.03%0.05%Q2 2022Q2 20234
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Partnervest Advisory Services LLC 440.00%0.00%0.01%Q2 2013Q1 20144
GSA CAPITAL PARTNERS LLP 210.01%0.04%0.13%Q2 2014Q2 20204
WESTWOOD HOLDINGS GROUP INC 310.00%0.00%0.00%Q2 2019Q3 20204
EVOKE WEALTH, LLC 440.00%0.00%0.00%Q3 2019Q2 20204
Cornerstone Investment Partners, LLC 440.00%0.01%0.01%Q3 2015Q2 20164
Grove Bank & Trust 440.01%0.01%0.01%Q4 2022Q3 20234
Moors & Cabot, Inc. 440.01%0.01%0.02%Q3 2020Q2 20214
Stratos Wealth Partners, LTD. 210.00%0.00%0.00%Q4 2017Q1 20224
Patriot Financial Group Insurance Agency, LLC 310.00%0.00%0.00%Q4 2018Q4 20204
Santori & Peters, Inc. 210.00%0.25%0.35%Q4 2017Q4 20204
SAGE RHINO CAPITAL LLC 310.03%0.03%0.04%Q2 2021Q2 20224
Smithfield Trust Co 440.02%0.02%0.03%Q2 2016Q1 20174
MASSMUTUAL TRUST CO FSB/ADV 220.00%0.02%0.04%Q4 2014Q1 20164
Bluefin Trading, LLC 310.01%0.06%0.09%Q2 2013Q2 20144
TCW GROUP INC 440.00%0.00%0.01%Q1 2014Q4 20144
Wealth Quarterback LLC 220.00%0.00%0.00%Q4 2019Q3 20214
Ruedi Wealth Management, Inc. 440.08%0.10%0.12%Q4 2022Q3 20234
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 440.00%0.00%0.00%Q4 2022Q3 20234
Park Place Capital Corp 440.01%0.01%0.01%Q4 2022Q3 20234
RMB Capital Management, LLC 310.01%0.02%0.04%Q2 2013Q2 20164
Gallacher Capital Management LLC 440.07%0.14%0.17%Q4 2022Q3 20234
GABLES CAPITAL MANAGEMENT INC. 440.00%0.00%0.00%Q4 2022Q3 20234
Waverly Advisors, LLC 440.00%0.00%0.00%Q4 2013Q3 20144
Compagnie Lombard Odier SCmA 440.00%0.00%0.00%Q2 2015Q1 20164
IPG Investment Advisors LLC 441.63%2.15%2.37%Q4 2016Q3 20174
SYSTEMATIC FINANCIAL MANAGEMENT LP 330.00%0.03%0.04%Q1 2019Q3 20193
Snowden Capital Advisors LLC 210.00%0.00%0.00%Q3 2019Q4 20213
GTS SECURITIES LLC 220.00%0.01%0.01%Q2 2023Q3 20233
Prentice Wealth Management LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Maytus Capital Management, LLC 110.98%1.49%1.93%Q4 2018Q3 20213
Empire Capital Management, L.L.C. 110.72%0.90%1.10%Q3 2013Q3 20143
Gyon Technologies Capital Management, LP 110.05%0.06%0.08%Q1 2021Q1 20223
Artisan Partners Limited Partnership 330.09%0.14%0.18%Q3 2017Q1 20183
CVA Family Office, LLC 110.00%0.01%0.01%Q2 2021Q2 20233
Strategic Wealth Partners, Ltd. 210.31%0.62%1.16%Q4 2021Q1 20233
Baystate Wealth Management LLC 330.00%0.00%0.00%Q4 2020Q2 20213
ArchPoint Investors 210.04%0.10%0.14%Q3 2014Q3 20213
Empower Advisory Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
qPULA Trading Management LP 210.20%0.51%0.89%Q2 2021Q2 20223
Nelson Capital Management, LLC 330.00%0.00%0.01%Q4 2015Q2 20163
Standard Family Office LLC 210.00%0.02%0.04%Q4 2020Q3 20223
BAILARD, INC. 330.00%0.00%0.01%Q2 2021Q4 20213
DUNCKER STREETT & CO INC 330.00%0.00%0.00%Q2 2013Q4 20133
Quadrature Capital Ltd 210.04%0.08%0.15%Q4 2015Q4 20163
BALDWIN BROTHERS LLC/MA 330.01%0.01%0.02%Q1 2021Q3 20213
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 330.00%0.00%0.00%Q2 2021Q4 20213
OPTIMUM INVESTMENT ADVISORS 330.00%0.00%0.00%Q1 2019Q3 20193
PALLADIUM PARTNERS LLC 210.01%0.01%0.01%Q2 2013Q1 20143
Alpha Cubed Investments, LLC 330.10%0.11%0.12%Q3 2020Q1 20213
TCI Wealth Advisors, Inc. 210.00%0.00%0.01%Q4 2012Q3 20183
UBS ASSET MANAGEMENT AMERICAS INC 330.00%0.00%0.00%Q1 2017Q3 20173
RATIONAL ADVISORS LLC 330.05%0.22%0.37%Q4 2018Q2 20193
Kercheville Advisors, LLC 330.21%0.39%0.71%Q4 2020Q2 20213
TELEMUS CAPITAL, LLC 330.02%0.03%0.04%Q1 2016Q3 20163
Nilsine Partners, LLC 330.02%0.03%0.04%Q1 2023Q3 20233
NWAM LLC 330.01%0.02%0.02%Q1 2017Q3 20173
Enlightenment Research, LLC 110.08%0.26%0.46%Q2 2019Q2 20203
Monaco Asset Management SAM 330.15%0.18%0.22%Q1 2023Q3 20233
Summit Financial Wealth Advisors, LLC 210.02%0.02%0.03%Q3 2021Q2 20223
CSS LLC/IL 210.01%0.01%0.01%Q4 2016Q3 20193
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.03%0.07%0.10%Q3 2017Q4 20193
Realta Investment Advisors 330.00%0.01%0.01%Q1 2019Q3 20193
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 330.06%0.09%0.11%Q1 2021Q3 20213
PSI Advisors, LLC 210.00%0.00%0.00%Q4 2019Q4 20213
HANSEATIC MANAGEMENT SERVICES INC 330.01%0.01%0.01%Q3 2018Q1 20193
Avondale Wealth Management 330.02%0.02%0.02%Q4 2020Q2 20213
PineBridge Investments, L.P. 330.11%0.13%0.13%Q2 2019Q4 20193
Cypress Capital Group 330.03%0.03%0.04%Q4 2018Q2 20193
BECK CAPITAL MANAGEMENT, LLC 210.11%0.16%0.24%Q1 2019Q3 20203
Carmel Capital Management L.L.C. 331.89%2.11%2.34%Q4 2021Q2 20223
Regal Investment Advisors LLC 330.02%0.03%0.04%Q2 2017Q4 20173
MGO ONE SEVEN LLC 210.00%0.01%0.02%Q4 2017Q4 20183
WESTERLY CAPITAL MANAGEMENT, LLC 210.57%1.49%2.36%Q1 2022Q3 20233
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q3 2019Q1 20213
GoalVest Advisory LLC 330.00%0.00%0.00%Q4 2020Q2 20213
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q3 20233
Longer Investments Inc. 210.64%1.03%1.35%Q3 2013Q2 20143
TUDOR INVESTMENT CORP ET AL 210.00%0.08%0.20%Q2 2019Q2 20203
Cavalier Investments, LLC 330.13%0.16%0.18%Q4 2018Q2 20193
del Rey Global Investors, LLC 331.57%1.93%2.63%Q2 2013Q4 20133
McClarren Financial Advisors, Inc. 330.00%0.00%0.00%Q3 2022Q1 20233
OXFORD ASSET MANAGEMENT LLP 110.02%0.04%0.06%Q3 2016Q4 20193
Hansberger Growth Investors, LP 333.50%4.02%4.45%Q1 2020Q3 20203
Prime Capital Investment Advisors, LLC 330.00%0.00%0.00%Q3 2019Q1 20203
PALLADIEM, LLC 330.00%0.00%0.00%Q4 2014Q2 20153
Canton Hathaway, LLC 210.02%0.03%0.04%Q1 2019Q3 20203
WEALTHFRONT Corp 330.00%0.00%0.00%Q1 2015Q3 20153
Laurel Wealth Advisors LLC 330.00%0.00%0.00%Q4 2020Q2 20213
CAMBRIDGE TRUST CO 330.00%0.00%0.00%Q4 2021Q2 20223
Financial Gravity Companies, Inc. 210.08%0.15%0.22%Q4 2017Q4 20183
Gryphon Financial Partners LLC 330.00%0.00%0.00%Q4 2017Q2 20183
Jump Financial, LLC 210.00%0.02%0.04%Q4 2020Q3 20233
Evergreen Wealth Solutions, LLC 330.07%0.08%0.09%Q3 2022Q1 20233
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 330.00%0.00%0.01%Q4 2015Q2 20163
Centiva Capital, LP 330.01%0.02%0.03%Q1 2022Q3 20223
Crawford Lake Capital Management, LLC 110.54%1.15%2.12%Q1 2021Q1 20213
ARDSLEY ADVISORY PARTNERS LP 210.02%0.03%0.06%Q1 2014Q3 20203
Mount Yale Investment Advisors, LLC 210.02%0.04%0.06%Q2 2020Q1 20213
ALBION FINANCIAL GROUP /UT 330.00%0.00%0.00%Q2 2021Q4 20213
Leucadia National 110.00%0.00%0.01%Q4 2022Q4 20223
First Affirmative Financial Network 330.07%0.10%0.12%Q2 2023Q4 20233
Quantamental Technologies LLC 110.04%0.07%0.10%Q2 2019Q4 20213
Beacon Capital Management, Inc. 330.01%0.01%0.02%Q4 2013Q2 20143
Sterling Capital Management LLC 330.00%0.00%0.00%Q1 2016Q3 20163
D'Orazio & Associates, Inc. 330.01%0.02%0.02%Q4 2013Q2 20143
Carolina Wealth Advisors, LLC 330.11%1.40%2.17%Q4 2021Q2 20223
WEALTHCARE CAPITAL MANAGEMENT LLC 210.00%0.00%0.00%Q1 2015Q4 20193
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 330.02%0.02%0.02%Q1 2019Q3 20193
Private Ocean, LLC 210.00%0.00%0.00%Q2 2020Q2 20223
BOGLE INVESTMENT MANAGEMENT L P /DE/ 330.38%0.86%1.16%Q3 2019Q1 20203
PVG ASSET MANAGEMENT CORP 210.45%1.09%1.92%Q3 2016Q2 20193
Csenge Advisory Group 110.01%0.01%0.02%Q3 2018Q1 20222
Assenagon Asset Management S.A. 110.01%0.01%0.01%Q2 2022Q4 20222
WADDELL & REED FINANCIAL INC 220.02%0.02%0.03%Q4 2015Q1 20162
First Personal Financial Services 220.00%0.00%0.00%Q4 2014Q1 20152
Truvestments Capital LLC 110.00%0.00%0.00%Q3 2018Q1 20192
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
Fortis Capital Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Mirador Capital Partners LP 220.07%0.07%0.07%Q4 2016Q1 20172
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.01%0.01%0.02%Q4 2020Q1 20212
OneAscent Wealth Management LLC 220.08%0.08%0.09%Q4 2020Q1 20212
Castleview Partners, LLC 110.00%0.00%0.00%Q2 2021Q4 20212
FIRST INTERSTATE BANK 220.01%0.02%0.04%Q2 2016Q3 20162
Cetera Investment Advisers 220.00%0.00%0.00%Q4 2022Q1 20232
Abacus Wealth Partners, LLC 220.04%0.04%0.04%Q4 2021Q1 20222
Arlington Partners LLC 110.00%0.01%0.01%Q3 2018Q4 20212
MQS Management LLC 110.05%0.09%0.12%Q1 2022Q3 20222
Claro Advisors LLC 220.01%0.01%0.02%Q2 2023Q3 20232
FNY Partners Fund LP 220.02%0.05%0.08%Q4 2016Q1 20172
Alan B Lancz & Associates, Inc. 110.07%0.09%0.10%Q1 2022Q2 20232
Smithwood Advisers, L.P. 220.75%0.80%0.85%Q3 2013Q4 20132
Vestmark Advisory Solutions, Inc. 220.04%0.04%0.04%Q1 2019Q2 20192
Segantii Capital Management Ltd 110.42%1.84%3.25%Q4 2016Q1 20232
Hilltop Holdings Inc. 220.02%0.03%0.04%Q3 2020Q4 20202
Larson Financial Group LLC 220.00%0.00%0.00%Q4 2022Q1 20232
NORTHERN TRUST CO OF CONNECTICUT 220.03%0.03%0.03%Q2 2013Q3 20132
HHM Wealth Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
DIALECTIC CAPITAL MANAGEMENT, LP 110.06%0.18%0.30%Q3 2013Q3 20152
ERTS Wealth Advisors, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Rafferty Asset Management, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Manatuck Hill Partners, LLC 221.45%1.46%1.48%Q1 2019Q2 20192
Gupta Wealth Management LLC 220.00%0.00%0.01%Q4 2015Q1 20162
WealthStone, Inc. 110.00%0.02%0.05%Q2 2019Q1 20212
Dominick & Dominick LLC 220.06%0.06%0.06%Q3 2014Q4 20142
Lowe Wealth Advisors, LLC 220.00%0.00%0.00%Q3 2019Q4 20192
COWA, LLC 220.00%0.00%0.01%Q4 2020Q1 20212
AlphaMark Advisors, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
Sequoia Financial Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
YorkBridge Wealth Partners, LLC 220.00%0.00%0.00%Q4 2016Q1 20172
FORT PITT CAPITAL GROUP, LLC 220.01%0.02%0.02%Q4 2016Q1 20172
TOTH FINANCIAL ADVISORY CORP 110.00%0.00%0.00%Q4 2019Q4 20212
AlphaOne Investment Services, LLC 110.39%1.26%2.13%Q4 2018Q2 20202
Exchange Capital Management, Inc. 110.00%0.00%0.00%Q4 2013Q4 20142
AXQ CAPITAL, LP 110.12%0.15%0.18%Q4 2022Q2 20232
Marathon Trading Investment Management LLC 220.01%0.02%0.03%Q3 2019Q4 20192
VALLEY NATIONAL ADVISERS INC 110.00%0.00%0.00%Q1 2015Q3 20162
Orbis Allan Gray Ltd 220.01%0.01%0.01%Q1 2016Q2 20162
Crewe Advisors LLC 110.00%0.00%0.00%Q3 2020Q4 20222
Alera Investment Advisors, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
DENVER INVESTMENT ADVISORS LLC 220.00%0.00%0.00%Q3 2016Q4 20162
Banco Santander, S.A. 220.01%0.01%0.02%Q1 2018Q2 20182
Barrett Asset Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Range Financial Group LLC 220.77%0.81%0.84%Q1 2022Q2 20222
Folger Hill Asset Management LP 110.30%0.30%0.30%Q4 2016Q1 20182
BOURGEON CAPITAL MANAGEMENT LLC 110.00%0.01%0.02%Q3 2020Q3 20232
Pentwater Capital Management LP 220.08%0.08%0.08%Q1 2022Q2 20222
AIGEN INVESTMENT MANAGEMENT, LP 110.02%0.02%0.02%Q1 2021Q4 20212
Hartford Financial Management Inc. 220.00%0.00%0.00%Q1 2021Q2 20212
Shilanski & Associates, Inc. 220.12%0.13%0.15%Q2 2019Q3 20192
Dixon Hughes Goodman Wealth Advisors LLC 220.00%0.00%0.00%Q4 2021Q1 20222
MOTCO 110.00%0.00%0.00%Q3 2016Q2 20232
TURNER INVESTMENTS LLC 220.11%0.19%0.27%Q2 2013Q3 20132
Airain ltd 110.01%0.01%0.02%Q4 2015Q2 20162
Kovack Advisors, Inc. 220.18%0.21%0.24%Q2 2023Q3 20232
Diversified Trust Co 220.02%0.02%0.02%Q3 2020Q4 20202
CADENCE BANK NA 220.06%0.07%0.07%Q2 2014Q3 20142
Schonfeld Group Holdings LLC 220.03%0.06%0.08%Q4 2013Q1 20142
SHINE INVESTMENT ADVISORY SERVICES INC 220.01%0.01%0.02%Q2 2017Q3 20172
Hayden Royal, LLC 220.09%0.10%0.11%Q2 2019Q3 20192
Personal Capital Advisors Corp 220.00%0.00%0.00%Q3 2022Q4 20222
GW&K Investment Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Chanos & Co LP 110.96%0.98%1.01%Q4 2018Q2 20192
ARVEST TRUST CO N A 220.01%0.01%0.01%Q3 2022Q4 20222
Tradeworx Inc. 110.27%0.33%0.40%Q1 2013Q3 20132
Ford Financial Group, LLC 110.00%0.00%0.00%Q2 2021Q4 20212
Walleye Capital LLC 110.00%0.00%0.00%Q2 2023Q2 20232
Retirement Group, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
ALYDAR PARTNERS LLC 220.26%0.29%0.33%Q1 2014Q2 20142
SITTNER & NELSON, LLC 110.01%0.01%0.01%Q2 2022Q1 20232
CAROLINAS WEALTH CONSULTING LLC 220.00%0.00%0.00%Q2 2021Q3 20212
PAYDEN & RYGEL 220.00%0.00%0.00%Q4 2015Q1 20162
OLD MISSION CAPITAL, LLC 110.27%0.31%0.36%Q4 2016Q4 20202
ALTERNA WEALTH MANAGEMENT, INC 110.26%0.27%0.28%Q3 2019Q3 20202
ROWLAND CARMICHAEL ADVISORS INC /ADV 220.07%0.08%0.08%Q2 2016Q3 20162
Human Investing LLC 220.05%0.05%0.06%Q1 2022Q2 20222
Fiera Capital Corp 220.03%0.03%0.03%Q3 2016Q4 20162
STIFEL NICOLAUS & CO INC \MO\ 220.00%0.00%0.00%Q2 2013Q3 20132
Jane Street Holding, LLC 110.00%0.01%0.03%Q2 2013Q4 20132
Cinctive Capital Management LP 110.17%0.33%0.48%Q2 2020Q3 20212
Resonant Capital Advisors, LLC 220.02%0.02%0.02%Q3 2021Q4 20212
ROCKEFELLER FINANCIAL SERVICES INC 110.00%0.00%0.00%Q2 2014Q1 20162
JONES FINANCIAL COMPANIES LLLP 220.00%0.00%0.00%Q2 2013Q3 20132
Avion Wealth 220.00%0.00%0.00%Q1 2021Q2 20212
EASTERLY INVESTMENT PARTNERS LLC 220.36%0.50%0.65%Q3 2022Q4 20222
PUTNAM INVESTMENTS LLC 220.00%0.00%0.00%Q2 2013Q3 20132
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Ruffer LLP 220.05%0.07%0.08%Q1 2023Q2 20232
Decatur Capital Management, Inc. 220.04%0.05%0.05%Q4 2022Q1 20232
Mizuho Trust & Banking Co., Ltd. 220.00%0.00%0.01%Q2 2016Q3 20162
ADVANTAGE INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2019Q3 20192
BOSTON PRIVATE BANK & TRUST CO 220.00%0.00%0.00%Q4 2014Q1 20152
SPOT TRADING L.L.C. 220.00%0.01%0.01%Q2 2017Q3 20172
CAMPBELL CAPITAL MANAGEMENT INC 222.70%2.86%3.02%Q1 2019Q2 20192
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.00%0.00%0.00%Q2 2022Q3 20222
Keel Point, LLC 220.01%0.01%0.02%Q1 2022Q2 20222
F3Logic, LLC 110.02%0.03%0.03%Q2 2019Q3 20202
Fortitude Advisory Group L.L.C. 220.01%0.01%0.01%Q4 2021Q1 20222
Visium Asset Management, LP 220.03%0.03%0.04%Q4 2013Q1 20142
Moisand Fitzgerald Tamayo, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Capital Investment Advisory Services, LLC 220.00%0.00%0.00%Q2 2019Q3 20192
Concord Wealth Partners 220.00%0.00%0.00%Q1 2021Q2 20212
True Link Financial Advisors, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
FIRST NEW YORK SECURITIES LLC /NY 110.23%0.23%0.23%Q3 2015Q3 20151
KWMG, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Wealth Advisory Solutions, LLC 111.09%1.09%1.09%Q4 2019Q4 20191
Saltoro Capital, LP 110.12%0.12%0.12%Q2 2021Q2 20211
Heritage Wealth Advisors 110.00%0.00%0.00%Q4 2019Q4 20191
BANK OF NOVA SCOTIA TRUST CO 110.00%0.00%0.00%Q3 2015Q3 20151
EP Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Sigma Planning Corp 110.02%0.02%0.02%Q4 2020Q4 20201
Corbenic Partners LLC 110.00%0.00%0.00%Q3 2021Q3 20211
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
Adalta Capital Management LLC 110.27%0.27%0.27%Q2 2019Q2 20191
MAPLE SECURITIES USA INC 110.02%0.02%0.02%Q2 2013Q2 20131
DUBUQUE BANK & TRUST CO 110.00%0.00%0.00%Q4 2015Q4 20151
KNIGHT CAPITAL GROUP LLC 110.00%0.00%0.00%Q2 2013Q2 20131
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
Handelsbanken Fonder AB 110.01%0.01%0.01%Q4 2015Q4 20151
IRON Financial LLC 110.10%0.10%0.10%Q4 2014Q4 20141
Platinum Management (NY) LLC 110.62%0.62%0.62%Q1 2014Q1 20141
Barnett & Company, Inc. 110.01%0.01%0.01%Q3 2019Q3 20191
Bollard Group LLC 110.00%0.00%0.00%Q2 2023Q2 20231
MAPLELANE CAPITAL, LLC 110.28%0.28%0.28%Q3 2013Q3 20131
Destination Wealth Management 110.00%0.00%0.00%Q1 2018Q1 20181
Zions Trust, National Association 110.03%0.03%0.03%Q3 2014Q3 20141
Soros Fund Management 110.02%0.02%0.02%Q2 2015Q2 20151
Westside Investment Management, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
HighPoint Advisor Group LLC 110.01%0.01%0.01%Q2 2021Q2 20211
ST GERMAIN D J CO INC 110.00%0.00%0.00%Q3 2023Q3 20231
FSB PREMIER WEALTH MANAGEMENT, INC. 110.00%0.00%0.00%Q4 2021Q4 20211
JNBA Financial Advisors 110.01%0.01%0.01%Q3 2016Q3 20161
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 110.00%0.00%0.00%Q1 2022Q1 20221
Investors Financial Group, LLC 112.09%2.09%2.09%Q1 2020Q1 20201
Crosspoint Capital Strategies, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
Colonial River Wealth Management, LLC 110.05%0.05%0.05%Q2 2022Q2 20221
Susquehanna International Group Ltd. 110.08%0.08%0.08%Q3 2023Q3 20231
LMR Partners LLP 110.16%0.16%0.16%Q1 2021Q1 20211
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Senvest Management, LLC 110.45%0.45%0.45%Q3 2019Q3 20191
KOCH INDUSTRIES INC 110.21%0.21%0.21%Q1 2017Q1 20171
WESTFIELD CAPITAL MANAGEMENT CO LP 110.13%0.13%0.13%Q2 2017Q2 20171
Evolution Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
FNY Managed Accounts LLC 110.20%0.20%0.20%Q1 2017Q1 20171
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Stamos Capital Partners, L.P. 110.42%0.42%0.42%Q1 2022Q1 20221
Americana Partners, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
CITY NATIONAL BANK 110.00%0.00%0.00%Q2 2015Q2 20151
QRG CAPITAL MANAGEMENT, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
BREAKLINE CAPITAL LLC 110.91%0.91%0.91%Q2 2020Q2 20201
JACKSON SQUARE CAPITAL, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
One Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Knowledge Leaders Capital, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
RESOURCES MANAGEMENT CORP /CT/ /ADV 110.00%0.00%0.00%Q1 2020Q1 20201
Paragon Wealth Strategies, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Vident Advisory, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
BDO Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
RBA Wealth Management, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Espalier Global Management LLC 110.07%0.07%0.07%Q2 2014Q2 20141
V Wealth Advisors LLC 110.01%0.01%0.01%Q2 2017Q2 20171
XY Capital Ltd 111.62%1.62%1.62%Q4 2022Q4 20221
Visionary Asset Management, Inc. 110.00%0.00%0.00%Q2 2014Q2 20141
Polar Asset Management Partners Inc. 110.24%0.24%0.24%Q2 2020Q2 20201
Eudaimonia Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Slow Capital, Inc. 110.00%0.00%0.00%Q3 2020Q3 20201
Karp Capital Management Corp 110.05%0.05%0.05%Q1 2017Q1 20171
Hillsdale Investment Management Inc. 110.08%0.08%0.08%Q2 2013Q2 20131
WESPAC Advisors SoCal, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
VERUS CAPITAL PARTNERS, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
CITIZENS FINANCIAL GROUP INC/RI 110.00%0.00%0.00%Q4 2015Q4 20151
Pearl River Capital, LLC 110.07%0.07%0.07%Q4 2019Q4 20191
WASHINGTON TRUST Co 110.00%0.00%0.00%Q2 2018Q2 20181
Graticule Asia Macro Advisors LLC 110.29%0.29%0.29%Q1 2022Q1 20221
WealthTrust Fairport, LLC 110.00%0.00%0.00%Q3 2013Q3 20131
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Ergoteles LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Realm Partners LLC 111.02%1.02%1.02%Q1 2014Q1 20141
CHILDRESS CAPITAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Allegis Investment Advisors, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
KCL Capital, L.P. 110.08%0.08%0.08%Q3 2020Q3 20201
Pine River Capital Management L.P. 110.00%0.00%0.00%Q2 2015Q2 20151
GenTrust, LLC 110.02%0.02%0.02%Q2 2017Q2 20171
Blackhawk Capital Partners LLC. 110.14%0.14%0.14%Q3 2018Q3 20181
COLRAIN CAPITAL LLC 110.01%0.01%0.01%Q1 2015Q1 20151
Portman Square Capital LLP 110.02%0.02%0.02%Q4 2022Q4 20221
Claybrook Capital, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
WFA of San Diego, LLC 110.04%0.04%0.04%Q2 2020Q2 20201
Symphony Financial, Ltd. Co. 110.29%0.29%0.29%Q2 2020Q2 20201
Apertura Capital, LLC 111.38%1.38%1.38%Q4 2018Q4 20181
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Barton Investment Management 110.01%0.01%0.01%Q4 2015Q4 20151
NORDEA INVESTMENT MANAGEMENT AB 110.00%0.00%0.00%Q2 2013Q2 20131
Aprio Wealth Management, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
WRIGHT INVESTORS SERVICE INC 110.18%0.18%0.18%Q1 2015Q1 20151
Pointe Capital Management LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Asset Dedication, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
TCG Advisors, LP 110.02%0.02%0.02%Q1 2019Q1 20191
Alight Capital Management LP 114.55%4.55%4.55%Q4 2018Q4 20181
Reby Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
LCM Capital Management Inc 110.04%0.04%0.04%Q3 2023Q3 20231
RGT Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
Bellwether Investment Group, LLC 110.01%0.01%0.01%Q2 2016Q2 20161
Wealthspire Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
GENWORTH FINANCIAL INC 110.04%0.04%0.04%Q2 2013Q2 20131
Stone House Investment Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Rather & Kittrell, Inc. 110.09%0.09%0.09%Q4 2021Q4 20211
HARBOR INVESTMENT ADVISORY, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
PARK AVENUE SECURITIES LLC 110.01%0.01%0.01%Q1 2022Q1 20221
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
Benson Investment Management Company, Inc. 112.04%2.04%2.04%Q4 2022Q4 20221
Alhambra Investment Management LLC 110.17%0.17%0.17%Q4 2021Q4 20211
Mariner Wealth Advisors-NYC, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Aaron Wealth Advisors LLC 110.06%0.06%0.06%Q1 2022Q1 20221
ING GROEP NV 110.00%0.00%0.00%Q3 2013Q3 20131
7x7 Asset Management LLC 110.29%0.29%0.29%Q2 2013Q2 20131
SYON CAPITAL LLC 110.15%0.15%0.15%Q3 2023Q3 20231
Nine Chapters Capital Management LLC 110.18%0.18%0.18%Q2 2013Q2 20131
MANA Advisors LLC 110.68%0.68%0.68%Q3 2019Q3 20191
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
SpiderRock Advisors, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
WELD CAPITAL MANAGEMENT LLC 110.06%0.06%0.06%Q1 2019Q1 20191
DOHENY ASSET MANAGEMENT /CA 110.13%0.13%0.13%Q3 2020Q3 20201
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Amundi 110.00%0.00%0.00%Q2 2021Q2 20211
Gary Goldberg Planning Services Inc 110.00%0.00%0.00%Q1 2014Q1 20141
Artemis Investment Management LLP 110.08%0.08%0.08%Q3 2020Q3 20201
PINNACLE FINANCIAL PARTNERS INC 110.01%0.01%0.01%Q1 2019Q1 20191
Koss-Olinger Consulting, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Malaga Cove Capital, LLC 110.86%0.86%0.86%Q4 2013Q4 20131
CRITERION CAPITAL MANAGEMENT LLC 110.24%0.24%0.24%Q3 2013Q3 20131
Clearstead Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
FORA Capital, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Schechter Investment Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
WealthPLAN Partners, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
MCKINLEY CAPITAL MANAGEMENT LLC 110.05%0.05%0.05%Q4 2013Q4 20131
JENNISON ASSOCIATES LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Princeton Portfolio Strategies Group LLC 110.04%0.04%0.04%Q4 2015Q4 20151
Saratoga Research & Investment Management 110.00%0.00%0.00%Q3 2017Q3 20171
Krilogy Financial LLC 110.08%0.08%0.08%Q1 2019Q1 20191
EMG Holdings, L.P. 110.05%0.05%0.05%Q1 2022Q1 20221
StoneX Group Inc. 110.12%0.12%0.12%Q1 2022Q1 20221
STRS OHIO 110.03%0.03%0.03%Q3 2013Q3 20131
Headlands Technologies LLC 110.03%0.03%0.03%Q3 2023Q3 20231
GREENWOOD CAPITAL ASSOCIATES LLC 110.06%0.06%0.06%Q2 2019Q2 20191
SIGMA CAPITAL MANAGEMENT LLC 110.12%0.12%0.12%Q1 2014Q1 20141
ARROW FINANCIAL CORP 110.00%0.00%0.00%Q4 2015Q4 20151
Campbell Wealth Management 110.00%0.00%0.00%Q2 2020Q2 20201
Syverson Strege & Co 110.00%0.00%0.00%Q1 2023Q1 20231
Leap Investments LP 110.19%0.19%0.19%Q4 2019Q4 20191
Prestige Wealth Management Group LLC 110.00%0.00%0.00%Q4 2018Q4 20181
JANUS HENDERSON GROUP PLC 110.01%0.01%0.01%Q3 2021Q3 20211
HOWARD WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Lourd Capital, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Tuscan Ridge Asset Management LLC 110.04%0.04%0.04%Q1 2019Q1 20191
Rossmore Private Capital 110.00%0.00%0.00%Q4 2017Q4 20171
BSW Wealth Partners 110.02%0.02%0.02%Q4 2022Q4 20221
Strategic Investment Solutions, Inc. /IL 110.00%0.00%0.00%Q1 2023Q1 20231
TOMPKINS FINANCIAL CORP 110.00%0.00%0.00%Q3 2022Q3 20221
IronBridge Private Wealth, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
HighTower Trust Company, N.A. 110.08%0.08%0.08%Q3 2013Q3 20131
PITCAIRN CO 110.06%0.06%0.06%Q1 2017Q1 20171
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Stonehage Fleming Financial Services Holdings Ltd 110.02%0.02%0.02%Q3 2023Q3 20231
GALAXY CAPITAL TRADING LTD 111.01%1.01%1.01%Q4 2013Q4 20131
Blue Rock Advisors, LLC 112.08%2.08%2.08%Q2 2020Q2 20201
Diametric Capital, LP 112.13%2.13%2.13%Q1 2020Q1 20201
JB Capital LLC 110.16%0.16%0.16%Q3 2023Q3 20231
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Regent Peak Wealth Advisors LLC 110.00%0.00%0.00%Q4 2020Q4 20201
COWEN AND COMPANY, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
DRW SECURITIES, L.L.C. 110.00%0.00%0.00%Q3 2022Q3 20221
CALTON & ASSOCIATES, INC. 110.01%0.01%0.01%Q4 2017Q4 20171
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q4 2020Q4 20201
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 110.21%0.21%0.21%Q1 2021Q1 20211
CenterStar Asset Management, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
PFG Advisors 110.02%0.02%0.02%Q2 2021Q2 20211
Beaird Harris Wealth Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
SANDLER CAPITAL MANAGEMENT 110.61%0.61%0.61%Q3 2013Q3 20131
Evercore Wealth Management, LLC 110.00%0.00%0.00%Q3 2013Q3 20131
MENORA MIVTACHIM HOLDINGS LTD. 110.01%0.01%0.01%Q4 2016Q4 20161
Horizon Investments, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
MANCHESTER FINANCIAL INC 110.01%0.01%0.01%Q2 2019Q2 20191
Meridian Wealth Management, LLC 110.04%0.04%0.04%Q3 2020Q3 20201
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
CI INVESTMENTS INC. 110.03%0.03%0.03%Q3 2018Q3 20181
Hemenway Trust Co LLC 110.05%0.05%0.05%Q1 2013Q1 20131
ThornTree Capital Partners LP 113.37%3.37%3.37%Q4 2018Q4 20181
Cable Hill Partners, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Impala Asset Management LLC 110.08%0.08%0.08%Q1 2015Q1 20151
Covenant Multifamily Offices, LLC 110.02%0.02%0.02%Q4 2017Q4 20171
Quantinno Capital Management LP 110.02%0.02%0.02%Q4 2022Q4 20221
Financial Advisors Network, Inc. 110.00%0.00%0.00%Q4 2016Q4 20161
Alta Wealth Advisors LLC 110.20%0.20%0.20%Q2 2021Q2 20211
Taylor Wealth Management Partners 110.00%0.00%0.00%Q4 2015Q4 20151
CANTOR FITZGERALD, L. P. 110.03%0.03%0.03%Q2 2022Q2 20221
Concorde Financial Corp 110.00%0.00%0.00%Q4 2021Q4 20211
WealthShield Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Advisory Alpha, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
AO Asset Management, LP 111.18%1.18%1.18%Q1 2017Q1 20171
Sovarnum Capital L.P. 110.55%0.55%0.55%Q1 2019Q1 20191
Lion Street Advisors, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Anchor Investment Management, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
Summit Trail Advisors, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
CARLSON CAPITAL L P 110.64%0.64%0.64%Q2 2020Q2 20201
BEAM WEALTH ADVISORS, INC. 110.10%0.10%0.10%Q4 2019Q4 20191
CLIFFORD CAPITAL PARTNERS LLC 110.14%0.14%0.14%Q2 2023Q2 20231
FIRST FOUNDATION ADVISORS 110.01%0.01%0.01%Q3 2019Q3 20191
CAHILL FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20211
P SCHOENFELD ASSET MANAGEMENT LP 110.46%0.46%0.46%Q2 2022Q2 20221
Klingman & Associates, LLC 110.01%0.01%0.01%Q2 2015Q2 20151
Cornerstone Wealth Management, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Zenit Asset Management AB 111.57%1.57%1.57%Q2 2013Q2 20131
KELLY LAWRENCE W & ASSOCIATES INC/CA 110.00%0.00%0.00%Q1 2017Q1 20171
Measured Wealth Private Client Group, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
KESTRA PRIVATE WEALTH SERVICES, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
TOCQUEVILLE ASSET MANAGEMENT L.P. 110.00%0.00%0.00%Q2 2017Q2 20171
Certified Advisory Corp 110.00%0.00%0.00%Q1 2021Q1 20211
Steward Financial Group LLC 110.00%0.00%0.00%Q2 2022Q2 20221
CONNING INC. 110.00%0.00%0.00%Q2 2017Q2 20171
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q3 2015Q3 20151
WIM Asset Management (HK) Ltd 111.69%1.69%1.69%Q2 2019Q2 20191
IBEX WEALTH ADVISORS 110.00%0.00%0.00%Q4 2016Q4 20161
Clark Capital Management Group, Inc. 110.38%0.38%0.38%Q1 2022Q1 20221
Capital Advisors, Ltd. LLC 110.00%0.00%0.00%Q3 2018Q3 20181
GREEN ARROW CAPITAL MANAGEMENT LLC 110.50%0.50%0.50%Q3 2013Q3 20131
Interchange Capital Partners, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
DCF Advisers, LLC 110.19%0.19%0.19%Q4 2019Q4 20191
Pinpoint Asset Management Ltd 110.65%0.65%0.65%Q4 2019Q4 20191
Retirement Planning Co of New England, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
External links

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