ESSENTIAL UTILS INC shareholder history

Current and past ESSENTIAL UTILS INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 15150.00%0.00%0.00%Q1 2020Q3 202344
Citadel Advisors 15150.00%0.00%0.02%Q1 2020Q3 202342
Anchor Investment Management, LLC 32320.03%0.05%0.08%Q1 2016Q4 202332
Sutton Wealth Advisors Inc. 31310.00%0.01%0.02%Q1 2016Q3 202331
PEAK6 Investments LLC 750.00%0.00%0.02%Q1 2020Q1 202326
CWM, LLC 1080.00%0.00%0.00%Q1 2019Q3 202318
Arkadios Wealth Advisors 16160.05%0.13%0.22%Q4 2019Q3 202316
Versant Capital Management, Inc 16160.00%0.00%0.00%Q1 2020Q4 202316
Archer Investment Corp 16160.01%0.02%0.04%Q4 2019Q3 202316
DnB Asset Management AS 16160.02%0.02%0.02%Q1 2020Q4 202316
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 16160.02%0.02%0.04%Q4 2019Q3 202316
M&R CAPITAL MANAGEMENT INC 16160.01%0.01%0.01%Q1 2020Q4 202316
State of Tennessee, Treasury Department 16160.01%0.02%0.03%Q4 2019Q3 202316
VAN ECK ASSOCIATES CORP 16160.00%0.00%0.01%Q4 2019Q3 202316
PANAGORA ASSET MANAGEMENT INC 16160.00%0.01%0.02%Q4 2019Q3 202316
Tower View Wealth Management LLC 15150.03%0.04%0.07%Q1 2020Q3 202315
Janney Montgomery Scott LLC 15150.02%0.03%0.03%Q1 2020Q3 202315
Ameritas Investment Partners, Inc. 15150.13%0.17%0.22%Q1 2020Q3 202315
BROWN BROTHERS HARRIMAN & CO 15150.00%0.00%0.00%Q1 2020Q3 202315
JANUS HENDERSON GROUP PLC 15150.00%0.00%0.01%Q1 2020Q3 202315
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
Louisiana State Employees Retirement System 15150.05%0.08%0.15%Q1 2020Q3 202315
Tradewinds Capital Management, LLC 15150.00%0.00%0.02%Q1 2020Q3 202315
ALLIANCEBERNSTEIN L.P. 15150.01%0.01%0.01%Q1 2020Q3 202315
First Horizon Advisors, Inc. 15150.00%0.01%0.02%Q1 2020Q3 202315
MANUFACTURERS LIFE INSURANCE COMPANY, THE 15150.00%0.01%0.01%Q1 2020Q3 202315
RHUMBLINE ADVISERS 15150.03%0.04%0.05%Q1 2020Q3 202315
JPMORGAN CHASE & CO 15150.00%0.00%0.00%Q1 2020Q3 202315
Man Group plc 15150.00%0.01%0.05%Q1 2020Q3 202315
Key FInancial Inc 15150.27%0.47%0.74%Q1 2020Q3 202315
MACQUARIE GROUP LTD 15150.00%0.04%0.10%Q1 2020Q3 202315
Carnegie Capital Asset Management, LLC 15150.03%0.06%0.14%Q1 2020Q3 202315
DUFF & PHELPS INVESTMENT MANAGEMENT CO 15150.65%0.96%1.43%Q1 2020Q3 202315
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 15150.00%0.00%0.01%Q1 2020Q3 202315
ESSEX INVESTMENT MANAGEMENT CO LLC 15150.00%0.00%0.01%Q1 2020Q3 202315
NORDEA INVESTMENT MANAGEMENT AB 15150.00%0.00%0.01%Q1 2020Q3 202315
UBS Group AG 15150.00%0.01%0.01%Q1 2020Q3 202315
Nuveen Asset Management, LLC 15150.01%0.01%0.02%Q1 2020Q3 202315
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 15150.98%1.28%1.54%Q1 2020Q3 202315
NATIXIS ADVISORS, L.P. 15150.00%0.00%0.01%Q1 2020Q3 202315
CAPTRUST FINANCIAL ADVISORS 15150.00%0.00%0.01%Q1 2020Q3 202315
ROCKLAND TRUST CO 15150.02%0.36%1.14%Q1 2020Q3 202315
TORTOISE CAPITAL ADVISORS, L.L.C. 15150.02%0.06%0.12%Q1 2020Q3 202315
PEOPLES FINANCIAL SERVICES CORP. 15150.02%0.03%0.03%Q1 2020Q3 202315
Cubist Systematic Strategies, LLC 15150.00%0.03%0.08%Q1 2020Q3 202315
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 15150.07%0.10%0.14%Q1 2020Q3 202315
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 15150.02%0.03%0.04%Q1 2020Q3 202315
ELCO Management Co., LLC 15150.33%1.11%1.63%Q1 2020Q3 202315
AE Wealth Management LLC 15150.01%0.01%0.01%Q1 2020Q3 202315
Zimmer Partners, LP 15150.13%2.22%7.72%Q1 2020Q3 202315
Mitsubishi UFJ Trust & Banking Corp 15150.01%0.07%0.27%Q1 2020Q3 202315
SEI INVESTMENTS CO 15150.00%0.01%0.02%Q1 2020Q3 202315
SECURIAN ASSET MANAGEMENT, INC 15150.02%0.02%0.03%Q1 2020Q3 202315
VANGUARD GROUP INC 15150.02%0.03%0.04%Q1 2020Q3 202315
Foundations Investment Advisors, LLC 15150.01%0.02%0.08%Q1 2020Q3 202315
WHITTIER TRUST CO 15150.01%0.02%0.03%Q1 2020Q3 202315
Bernardo Wealth Planning LLC 15150.28%0.51%0.75%Q1 2020Q3 202315
Coastline Trust Co 15150.15%0.30%0.41%Q1 2020Q3 202315
CAMBIAR INVESTORS LLC 15150.22%0.33%0.42%Q1 2020Q3 202315
Arizona State Retirement System 15150.02%0.03%0.04%Q1 2020Q3 202315
Kingfisher Capital LLC 15150.06%0.14%0.48%Q1 2020Q3 202315
TOMPKINS FINANCIAL CORP 1050.02%0.03%0.03%Q1 2020Q4 202315
GEODE CAPITAL MANAGEMENT, LLC 15150.02%0.02%0.03%Q1 2020Q3 202315
EagleClaw Capital Managment, LLC 15150.06%0.13%0.35%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.01%0.01%0.02%Q1 2020Q3 202315
Invesco Ltd. 15150.03%0.04%0.06%Q1 2020Q3 202315
FIRST MANHATTAN CO. LLC. 15150.03%0.05%0.08%Q1 2020Q3 202315
MITCHELL SINKLER & STARR/PA 15150.23%0.50%0.89%Q1 2020Q3 202315
Russell Investments Group, Ltd. 15150.00%0.01%0.03%Q1 2020Q3 202315
MetLife Investment Management, LLC 15150.04%0.05%0.07%Q1 2020Q3 202315
BAR HARBOR WEALTH MANAGEMENT 15150.02%0.03%0.05%Q1 2020Q3 202315
WELLS FARGO & COMPANY/MN 15150.00%0.00%0.01%Q1 2020Q3 202315
PROFUND ADVISORS LLC 15150.01%0.04%0.06%Q1 2020Q3 202315
Argent Trust Co 15150.01%0.02%0.03%Q1 2020Q3 202315
Utah Retirement Systems 15150.02%0.03%0.04%Q1 2020Q3 202315
Neuberger Berman Group LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
Asset Dedication, LLC 15150.00%0.01%0.01%Q1 2020Q3 202315
AMERICAN INTERNATIONAL GROUP, INC. 15150.06%0.09%0.12%Q1 2020Q3 202315
Advisors Capital Management, LLC 15150.01%0.01%0.02%Q1 2020Q3 202315
Smithfield Trust Co 15150.04%0.05%0.06%Q1 2020Q3 202315
Cambridge Investment Research Advisors, Inc. 15150.01%0.02%0.02%Q1 2020Q3 202315
BNP Paribas Asset Management Holding S.A. 15150.00%0.02%0.05%Q1 2020Q3 202315
Gradient Investments LLC 15150.00%0.28%0.49%Q1 2020Q3 202315
GREAT VALLEY ADVISOR GROUP, INC. 15150.01%0.04%0.10%Q1 2020Q3 202315
Addison Capital Co 15150.83%1.38%1.80%Q1 2020Q3 202315
Caprock Group, LLC 15150.02%0.03%0.04%Q1 2020Q3 202315
HBK Sorce Advisory LLC 15150.01%0.02%0.04%Q1 2020Q3 202315
KBC Group NV 15150.00%0.07%0.17%Q1 2020Q3 202315
FRANKLIN RESOURCES INC 15150.03%0.04%0.06%Q1 2020Q3 202315
Rodgers Brothers Inc. 15150.20%0.28%0.50%Q1 2020Q3 202315
Institute for Wealth Management, LLC. 15150.07%0.11%0.15%Q1 2020Q3 202315
CI INVESTMENTS INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 15150.01%0.01%0.02%Q1 2020Q3 202315
AMERICAN CENTURY COMPANIES INC 15150.00%0.00%0.01%Q1 2020Q3 202315
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 15150.07%0.09%0.13%Q1 2020Q3 202315
SIGNATUREFD, LLC 15150.00%0.00%0.01%Q1 2020Q3 202315
Jackson, Grant Investment Advisers, Inc. 15150.03%0.04%0.05%Q1 2020Q3 202315
APG Asset Management N.V. 15150.01%0.03%0.06%Q1 2020Q3 202315
CREDIT SUISSE AG/ 15150.01%0.01%0.02%Q1 2020Q3 202315
Raymond James Financial Services Advisors, Inc. 15150.00%0.01%0.02%Q1 2020Q3 202315
FMR LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
Zurcher Kantonalbank (Zurich Cantonalbank) 15150.04%0.14%0.25%Q1 2020Q3 202315
CREATIVE FINANCIAL DESIGNS INC /ADV 15150.00%0.00%0.01%Q1 2020Q3 202315
Baystate Wealth Management LLC 15150.01%0.01%0.01%Q1 2020Q3 202315
PRICE T ROWE ASSOCIATES INC /MD/ 15150.00%0.00%0.00%Q1 2020Q3 202315
US BANCORP \DE\ 15150.00%0.00%0.00%Q1 2020Q3 202315
TOTH FINANCIAL ADVISORY CORP 15150.12%0.17%0.25%Q1 2020Q3 202315
RESOURCES MANAGEMENT CORP /CT/ /ADV 15150.00%0.04%0.50%Q1 2020Q3 202315
South Dakota Investment Council 15150.05%0.07%0.08%Q1 2020Q3 202315
MORGAN STANLEY 15150.01%0.01%0.02%Q1 2020Q3 202315
YHB Investment Advisors, Inc. 15150.18%0.27%0.47%Q1 2020Q3 202315
BRYN MAWR TRUST Co 15150.05%0.07%0.08%Q1 2020Q3 202315
Moors & Cabot, Inc. 15150.03%0.04%0.07%Q1 2020Q3 202315
SHELTON CAPITAL MANAGEMENT 15150.02%0.05%0.20%Q1 2020Q3 202315
CITIGROUP INC 15150.00%0.00%0.01%Q1 2020Q3 202315
O'Brien Greene & Co. Inc 15150.14%0.27%0.46%Q1 2020Q3 202315
DekaBank Deutsche Girozentrale 15150.00%0.03%0.05%Q1 2020Q3 202315
TRILLIUM ASSET MANAGEMENT, LLC 15150.05%0.06%0.10%Q1 2020Q3 202315
BENJAMIN F. EDWARDS & COMPANY, INC. 15150.00%0.01%0.02%Q1 2020Q3 202315
Ensign Peak Advisors, Inc 15150.01%0.02%0.04%Q1 2020Q3 202315
ENVESTNET ASSET MANAGEMENT INC 15150.00%0.00%0.00%Q1 2020Q3 202315
Town & Country Bank & Trust CO dba First Bankers Trust CO 15150.18%0.32%0.52%Q1 2020Q3 202315
Retirement Systems of Alabama 15150.05%0.06%0.08%Q1 2020Q3 202315
VALLEY NATIONAL ADVISERS INC 15150.00%0.00%0.00%Q1 2020Q3 202315
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 15150.01%0.09%0.12%Q1 2020Q3 202315
INGALLS & SNYDER LLC 15150.03%0.05%0.06%Q1 2020Q3 202315
abrdn plc 15150.00%0.01%0.04%Q1 2020Q3 202315
TRUIST FINANCIAL CORP 15150.00%0.01%0.03%Q1 2020Q3 202315
STEPHENS INC /AR/ 15150.04%0.05%0.07%Q1 2020Q3 202315
CANADA PENSION PLAN INVESTMENT BOARD 15151.09%1.51%2.32%Q1 2020Q3 202315
DEUTSCHE BANK AG\ 15150.01%0.02%0.02%Q1 2020Q3 202315
WASHINGTON TRUST Co 15150.00%0.01%0.01%Q1 2020Q3 202315
OPPENHEIMER & CO INC 15150.01%0.01%0.01%Q1 2020Q3 202315
PINNACLE ASSOCIATES LTD 15150.01%0.01%0.02%Q1 2020Q3 202315
STATE STREET CORP 15150.02%0.03%0.04%Q1 2020Q3 202315
AQR Capital Management 15150.01%0.03%0.07%Q1 2020Q3 202315
JFS WEALTH ADVISORS, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
Cetera Advisor Networks LLC 15150.01%0.02%0.02%Q1 2020Q3 202315
Jacobi Capital Management LLC 15150.23%0.33%0.46%Q1 2020Q3 202315
Loudon Investment Management, LLC 15150.36%0.57%0.77%Q1 2020Q3 202315
BANK OF AMERICA CORP /DE/ 15150.00%0.00%0.00%Q1 2020Q3 202315
TrinityPoint Wealth, LLC 15150.07%0.10%0.15%Q1 2020Q3 202315
GOLDMAN SACHS GROUP INC 15150.01%0.01%0.02%Q1 2020Q3 202315
AdvisorNet Financial, Inc 960.00%0.22%0.48%Q4 2019Q3 202315
Crossmark Global Holdings, Inc. 15150.02%0.02%0.03%Q1 2020Q3 202315
D.A. DAVIDSON & CO. 15150.01%0.01%0.02%Q1 2020Q3 202315
THRIVENT FINANCIAL FOR LUTHERANS 15150.01%0.01%0.01%Q1 2020Q3 202315
Parallel Advisors, LLC 15150.00%0.00%0.01%Q1 2020Q3 202315
Community Bank, N.A. 15150.04%0.10%0.16%Q1 2020Q3 202315
CIBC Asset Management Inc 15150.00%0.00%0.00%Q1 2020Q3 202315
Mitsubishi UFJ Asset Management Co., Ltd. 15150.01%0.01%0.02%Q1 2020Q3 202315
Bartlett & Co. LLC 870.00%0.00%0.00%Q1 2020Q4 202315
CAMBRIDGE TRUST CO 15150.14%0.46%0.94%Q1 2020Q3 202315
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 15150.01%0.02%0.02%Q1 2020Q3 202315
BLB&B Advisors, LLC 15150.22%0.39%0.68%Q1 2020Q3 202315
Bank of New York Mellon Corp 15150.02%0.03%0.04%Q1 2020Q3 202315
Laird Norton Wetherby Wealth Management, LLC 15150.01%0.02%0.04%Q1 2020Q3 202315
Tandem Investment Advisors, Inc. 15152.07%3.50%3.99%Q1 2020Q3 202315
First PREMIER Bank 15150.01%0.01%0.01%Q1 2020Q3 202315
CNB Bank 15150.01%0.01%0.01%Q1 2020Q3 202315
ROYAL BANK OF CANADA 15150.00%0.01%0.03%Q1 2020Q3 202315
FIRST TRUST ADVISORS LP 15150.05%0.08%0.14%Q1 2020Q3 202315
Banque Cantonale Vaudoise 15150.01%0.02%0.03%Q1 2020Q3 202315
Radnor Capital Management, LLC 15150.41%1.01%2.23%Q1 2020Q3 202315
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 15150.00%0.00%0.00%Q1 2020Q3 202315
Providence Wealth Advisors, LLC 15150.22%0.25%0.32%Q1 2020Q3 202315
HUNTINGTON NATIONAL BANK 15150.00%0.00%0.01%Q1 2020Q3 202315
VICTORY CAPITAL MANAGEMENT INC 15150.01%0.01%0.02%Q1 2020Q3 202315
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 15150.02%0.03%0.04%Q1 2020Q3 202315
PNC FINANCIAL SERVICES GROUP, INC. 15150.01%0.01%0.02%Q1 2020Q3 202315
Penobscot Investment Management Company, Inc. 15150.09%0.15%0.21%Q1 2020Q3 202315
Swiss National Bank 15150.02%0.03%0.04%Q1 2020Q3 202315
First Personal Financial Services 15150.38%0.48%0.58%Q1 2020Q3 202315
GUGGENHEIM CAPITAL LLC 15150.01%0.03%0.05%Q1 2020Q3 202315
STATE OF MICHIGAN RETIREMENT SYSTEM 15150.01%0.02%0.03%Q1 2020Q3 202315
Daiwa Securities Group Inc. 15150.00%0.01%0.01%Q1 2020Q3 202315
THOMPSON SIEGEL & WALMSLEY LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
Godshalk Welsh Capital Management, Inc. 15150.72%0.99%1.34%Q1 2020Q3 202315
IFP Advisors, Inc 15150.00%0.00%0.01%Q1 2020Q3 202315
NORTHSTAR ASSET MANAGEMENT LLC 15150.07%0.10%0.14%Q1 2020Q3 202315
GABELLI FUNDS LLC 15150.14%0.17%0.21%Q1 2020Q3 202315
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 15150.72%0.97%1.31%Q1 2020Q3 202315
Mitsubishi UFJ Asset Management (UK) Ltd. 15150.20%0.32%0.47%Q1 2020Q3 202315
Sumitomo Mitsui DS Asset Management Company, Ltd 15150.01%0.01%0.02%Q1 2020Q3 202315
Rosenberg Matthew Hamilton 15150.02%0.04%0.08%Q1 2020Q3 202315
Silver Lake Advisory, LLC 15151.85%2.26%3.08%Q1 2020Q3 202315
TD ASSET MANAGEMENT INC 15150.00%0.00%0.00%Q1 2020Q3 202315
SG Americas Securities, LLC 15150.00%0.02%0.06%Q1 2020Q3 202315
Geneos Wealth Management Inc. 15150.00%0.01%0.02%Q1 2020Q3 202315
COMMONWEALTH EQUITY SERVICES, LLC 15150.02%0.03%0.06%Q1 2020Q3 202315
CULLEN/FROST BANKERS, INC. 15150.03%0.06%0.10%Q1 2020Q3 202315
State of Alaska, Department of Revenue 15150.01%0.02%0.02%Q1 2020Q3 202315
FEDERATED HERMES, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
Wills Financial Group, Inc. 15152.94%3.77%5.53%Q1 2020Q3 202315
TEACHER RETIREMENT SYSTEM OF TEXAS 15150.00%0.02%0.06%Q1 2020Q3 202315
Wealthcare Advisory Partners LLC 15150.04%0.07%0.12%Q1 2020Q3 202315
BROWN ADVISORY INC 15150.01%0.01%0.01%Q1 2020Q3 202315
Asset Management One Co., Ltd. 15150.01%0.02%0.03%Q1 2020Q3 202315
Tortoise Index Solutions, LLC 15150.27%0.43%1.10%Q1 2020Q3 202315
IFM Investors Pty Ltd 15150.03%0.04%0.06%Q1 2020Q3 202315
Treasurer of the State of North Carolina 15150.02%0.03%0.05%Q1 2020Q3 202315
Sumitomo Mitsui Trust Holdings, Inc. 15150.02%0.02%0.04%Q1 2020Q3 202315
GIRARD PARTNERS LTD. 15150.02%0.05%0.11%Q1 2020Q3 202315
Magellan Asset Management Ltd 15150.02%0.04%0.08%Q1 2020Q3 202315
Conestoga Capital Advisors, LLC 15150.00%0.01%0.01%Q1 2020Q3 202315
FARMERS TRUST CO 15150.97%1.17%1.31%Q1 2020Q3 202315
ARCADIA INVESTMENT MANAGEMENT CORP/MI 15150.14%0.39%0.69%Q1 2020Q3 202315
ProShare Advisors LLC 15150.05%0.07%0.14%Q1 2020Q3 202315
FIFTH THIRD BANCORP 15150.00%0.00%0.00%Q1 2020Q3 202315
Tiller Private Wealth, Inc. 15150.13%0.50%1.27%Q1 2020Q3 202315
Creative Planning 15150.00%0.01%0.01%Q1 2020Q3 202315
CHARTER RESEARCH & INVESTMENT GROUP, INC. 15150.18%0.25%0.32%Q1 2020Q3 202315
Glassman Wealth Services 15150.00%0.00%0.00%Q1 2020Q3 202315
Private Advisor Group, LLC 15150.04%0.05%0.06%Q1 2020Q3 202315
Birch Hill Investment Advisors LLC 15150.02%0.02%0.02%Q1 2020Q3 202315
PHILADELPHIA TRUST CO 15150.04%0.06%0.10%Q1 2020Q3 202315
Livforsakringsbolaget Skandia, Omsesidigt 15150.01%0.01%0.03%Q1 2020Q3 202315
STATE OF WISCONSIN INVESTMENT BOARD 15150.02%0.02%0.03%Q1 2020Q3 202315
Rockefeller Capital Management L.P. 15150.00%0.01%0.04%Q1 2020Q3 202315
Disciplined Investments, LLC 15150.01%0.01%0.02%Q4 2019Q2 202315
Korea Investment CORP 15150.01%0.01%0.04%Q1 2020Q3 202315
BlackRock Inc. 15150.03%0.04%0.04%Q1 2020Q3 202315
TEXAS PERMANENT SCHOOL FUND CORP 15150.07%0.10%0.14%Q1 2020Q3 202315
Legal & General Group Plc 15150.04%0.04%0.05%Q1 2020Q3 202315
NOMURA ASSET MANAGEMENT CO LTD 15150.01%0.01%0.02%Q1 2020Q3 202315
Lindbrook Capital, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
ROTHSCHILD INVESTMENT LLC /IL 15150.06%0.09%0.12%Q1 2020Q3 202315
Clear Harbor Asset Management, LLC 15150.08%0.47%0.64%Q1 2020Q3 202315
Sterling Investment Advisors, Ltd. 15150.39%0.57%0.86%Q1 2020Q3 202315
BENEDICT FINANCIAL ADVISORS INC 15150.75%1.04%1.40%Q1 2020Q3 202315
LPL Financial LLC 15150.00%0.00%0.01%Q1 2020Q3 202315
Hanson & Doremus Investment Management 15150.02%0.03%0.04%Q1 2020Q3 202315
STIFEL FINANCIAL CORP 15150.01%0.03%0.34%Q1 2020Q3 202315
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 15150.02%0.02%0.03%Q1 2020Q3 202315
Princeton Global Asset Management LLC 15150.01%0.01%0.01%Q1 2020Q3 202315
SHELL ASSET MANAGEMENT CO 15150.02%0.03%0.06%Q1 2020Q3 202315
KEYBANK NATIONAL ASSOCIATION/OH 15150.00%0.00%0.01%Q1 2020Q3 202315
WHITTIER TRUST CO OF NEVADA INC 15150.02%0.03%0.05%Q1 2020Q3 202315
Allworth Financial LP 15150.00%0.00%0.00%Q1 2020Q3 202315
PRUDENTIAL FINANCIAL INC 15150.00%0.01%0.03%Q1 2020Q3 202315
Clean Yield Group 15150.23%0.28%0.37%Q1 2020Q3 202315
Hamilton Point Investment Advisors, LLC 15150.59%0.93%1.31%Q1 2020Q3 202315
AVANTAX ADVISORY SERVICES, INC. 15150.01%0.01%0.05%Q1 2020Q3 202315
PRIO WEALTH LIMITED PARTNERSHIP 15150.01%0.01%0.01%Q1 2020Q3 202315
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 15150.04%0.12%0.19%Q1 2020Q3 202315
Impax Asset Management Group plc 15150.02%0.86%1.33%Q1 2020Q3 202315
CENTRAL TRUST Co 15150.01%0.02%0.03%Q1 2020Q3 202315
NISA INVESTMENT ADVISORS, LLC 15150.01%0.02%0.03%Q1 2020Q3 202315
DIMENSIONAL FUND ADVISORS LP 15150.01%0.02%0.02%Q1 2020Q3 202315
MILLENNIUM MANAGEMENT LLC 15150.00%0.02%0.07%Q1 2020Q3 202315
BLACKHILL CAPITAL INC 15150.09%0.13%0.22%Q1 2020Q3 202315
HSBC HOLDINGS PLC 15150.00%0.00%0.01%Q1 2020Q3 202315
Continuum Advisory, LLC 15150.15%0.45%0.88%Q1 2020Q3 202315
SeaCrest Wealth Management, LLC 15150.04%0.06%0.08%Q1 2020Q3 202315
Baird Financial Group, Inc. 15150.01%0.01%0.02%Q1 2020Q3 202315
HM PAYSON & CO 15150.10%0.16%0.22%Q1 2020Q3 202315
State of New Jersey Common Pension Fund D 15150.02%0.02%0.04%Q1 2020Q3 202315
AMERIPRISE FINANCIAL INC 15150.01%0.01%0.01%Q1 2020Q3 202315
Cutter & CO Brokerage, Inc. 15150.36%1.22%1.64%Q1 2020Q3 202315
M&T BANK CORP 15150.01%0.02%0.02%Q1 2020Q3 202315
MOTCO 15150.00%0.00%0.00%Q1 2020Q3 202315
Steward Partners Investment Advisory, LLC 15150.01%0.02%0.03%Q1 2020Q3 202315
VOYA INVESTMENT MANAGEMENT LLC 15150.00%0.00%0.01%Q1 2020Q3 202315
OLD SECOND NATIONAL BANK OF AURORA 15150.02%0.02%0.03%Q1 2020Q3 202315
Haverford Trust Co 15150.01%0.02%0.02%Q1 2020Q3 202315
Blume Capital Management, Inc. 15150.05%0.16%0.26%Q1 2020Q3 202315
HHM Wealth Advisors, LLC 15150.00%0.01%0.01%Q1 2020Q3 202315
Manchester Capital Management LLC 15150.02%0.15%0.29%Q1 2020Q3 202315
NORTHERN TRUST CORP 15150.02%0.03%0.03%Q1 2020Q3 202315
AMALGAMATED BANK 15150.05%0.06%0.07%Q1 2020Q3 202315
ARROW FINANCIAL CORP 15150.00%0.01%0.01%Q1 2020Q3 202315
CENTAURUS FINANCIAL, INC. 15150.01%0.02%0.04%Q1 2020Q3 202315
Sigma Planning Corp 15150.01%0.03%0.08%Q1 2020Q3 202315
FIDUCIARY TRUST CO 15150.01%0.02%0.03%Q1 2020Q3 202315
NEW YORK STATE COMMON RETIREMENT FUND 15150.02%0.04%0.04%Q1 2020Q3 202315
HighTower Advisors, LLC 15150.01%0.01%0.01%Q1 2020Q3 202315
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 15150.02%0.03%0.04%Q1 2020Q3 202315
QUADRANT CAPITAL GROUP LLC 15150.01%0.01%0.02%Q1 2020Q3 202315
Texas Yale Capital Corp. 15150.10%0.18%0.26%Q1 2020Q3 202315
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 15150.01%0.01%0.02%Q1 2020Q3 202315
UBS ASSET MANAGEMENT AMERICAS INC 15150.02%0.02%0.04%Q1 2020Q3 202315
RAYMOND JAMES & ASSOCIATES 15150.00%0.01%0.02%Q1 2020Q3 202315
MERCER GLOBAL ADVISORS INC /ADV 15150.01%0.01%0.03%Q1 2020Q3 202315
WELCH & FORBES LLC 15150.01%0.01%0.02%Q1 2020Q3 202315
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 15150.03%0.04%0.06%Q1 2020Q3 202315
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 15150.03%0.04%0.06%Q1 2020Q3 202315
Sound Income Strategies, LLC 15150.01%0.01%0.02%Q1 2020Q3 202315
Vestcor Inc 15150.02%0.02%0.02%Q1 2020Q3 202315
Dorsey & Whitney Trust CO LLC 14140.02%0.03%0.04%Q1 2020Q2 202314
Veritable, L.P. 14140.00%0.01%0.01%Q1 2020Q2 202314
FIRST NATIONAL CORP /MA/ /ADV 14140.87%1.38%2.68%Q2 2020Q3 202314
Stonebridge Capital Advisors LLC 1130.01%0.01%0.02%Q4 2019Q3 202314
Endurance Wealth Management, Inc. 14140.01%0.01%0.01%Q1 2020Q2 202314
Bank Julius Baer & Co. Ltd, Zurich 1310.00%0.00%0.01%Q1 2020Q3 202314
LIBERTY ONE INVESTMENT MANAGEMENT, LLC 14140.09%0.15%0.18%Q2 2020Q3 202314
McIlrath & Eck, LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
MidWestOne Financial Group, Inc. 1310.05%0.07%0.09%Q1 2020Q3 202314
LOWE BROCKENBROUGH & CO INC 14140.02%0.03%0.04%Q1 2020Q2 202314
PRINCIPAL FINANCIAL GROUP INC 14140.03%0.04%0.04%Q2 2020Q3 202314
Glenview Trust Co 14140.01%0.01%0.02%Q1 2020Q2 202314
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 1220.02%0.02%0.02%Q1 2020Q3 202314
First Command Financial Services, Inc. 14140.00%0.01%0.02%Q1 2020Q2 202314
Clearstead Trust, LLC 1040.02%0.05%0.06%Q1 2020Q3 202314
RAYMOND JAMES TRUST N.A. 14140.01%0.01%0.02%Q2 2020Q3 202314
GLENMEDE TRUST CO NA 14140.01%0.01%0.02%Q2 2020Q3 202314
Tower Research Capital LLC (TRC) 14140.00%0.02%0.05%Q2 2020Q3 202314
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 14140.01%0.01%0.02%Q2 2020Q3 202314
COMMERCE BANK 14140.00%0.00%0.00%Q1 2020Q2 202314
Global Retirement Partners, LLC 770.00%0.00%0.01%Q1 2020Q3 202314
Advisors Asset Management, Inc. 14140.00%0.01%0.02%Q2 2020Q3 202314
UNITED CAPITAL FINANCIAL ADVISORS, LLC 14140.00%0.00%0.00%Q1 2020Q2 202314
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 950.01%0.02%0.03%Q1 2020Q3 202314
CAROLINAS WEALTH CONSULTING LLC 14140.01%0.01%0.02%Q2 2020Q3 202314
Costello Asset Management, INC 14140.52%1.89%3.88%Q2 2020Q3 202314
Mirae Asset Global Investments Co., Ltd. 1040.00%0.00%0.01%Q1 2020Q3 202314
COMERICA BANK 1220.00%0.04%0.05%Q1 2020Q3 202314
SEGALL BRYANT & HAMILL, LLC 14140.00%0.00%0.01%Q1 2020Q2 202314
BANK OF MONTREAL /CAN/ 1220.00%0.02%0.08%Q1 2020Q3 202314
J.P. Morgan Private Wealth Advisors LLC 14140.00%0.00%0.00%Q1 2020Q2 202314
UNIVEST FINANCIAL Corp 14140.06%0.08%0.09%Q1 2020Q2 202314
JOHNSON INVESTMENT COUNSEL INC 14140.00%0.00%0.01%Q2 2020Q3 202314
DEARBORN PARTNERS LLC 1220.01%0.01%0.02%Q1 2020Q3 202314
Joel Isaacson & Co., LLC 14140.01%0.02%0.04%Q1 2020Q2 202314
GREAT WEST LIFE ASSURANCE CO /CAN/ 14140.02%0.07%0.12%Q2 2020Q3 202314
Good Life Advisors, LLC 14140.08%0.11%0.17%Q1 2020Q2 202314
First Command Bank 14140.00%0.01%0.02%Q1 2020Q2 202314
XPONANCE, INC. 14140.01%0.02%0.02%Q2 2020Q3 202314
Candriam S.C.A. 14140.01%0.02%0.06%Q2 2020Q3 202314
FULTON BANK, N.A. 1310.01%0.02%0.02%Q1 2020Q3 202314
KENNEDY CAPITAL MANAGEMENT LLC 14140.01%0.02%0.05%Q2 2020Q3 202314
CAPE COD FIVE CENTS SAVINGS BANK 1010.02%0.03%0.06%Q1 2020Q3 202313
Kestra Advisory Services, LLC 13130.01%0.01%0.02%Q3 2020Q3 202313
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 850.01%0.09%0.21%Q2 2020Q3 202313
Kistler-Tiffany Companies, LLC 13130.11%0.48%0.67%Q2 2020Q2 202313
UMB Bank, n.a. 850.00%0.01%0.03%Q1 2020Q3 202313
TOWER BRIDGE ADVISORS 13130.06%0.08%0.11%Q1 2020Q1 202313
STRS OHIO 13130.00%0.00%0.01%Q1 2020Q1 202313
Chevy Chase Trust Holdings, LLC 13130.00%0.00%0.00%Q2 2020Q2 202313
NUANCE INVESTMENTS, LLC 1210.28%1.23%2.41%Q1 2020Q3 202313
JANE STREET GROUP, LLC 620.00%0.00%0.00%Q1 2020Q3 202313
MASSMUTUAL TRUST CO FSB/ADV 810.00%0.00%0.00%Q1 2020Q4 202313
Allianz Asset Management GmbH 1030.00%0.03%0.05%Q1 2020Q3 202313
TCI Wealth Advisors, Inc. 13130.00%0.00%0.00%Q1 2020Q1 202313
Advisory Services Network, LLC 13130.01%0.02%0.03%Q1 2020Q1 202313
SouthState Corp 13130.00%0.00%0.01%Q3 2020Q3 202313
TRUST CO OF VERMONT 610.01%0.01%0.01%Q1 2020Q3 202313
NewEdge Advisors, LLC 850.00%0.03%0.12%Q1 2020Q3 202313
WESTPAC BANKING CORP 13130.01%0.01%0.01%Q1 2020Q1 202313
Mn Services Vermogensbeheer B.V. 1030.04%0.06%0.07%Q2 2020Q3 202313
Financial Architects, Inc 940.13%0.19%0.31%Q1 2020Q2 202313
TORONTO DOMINION BANK 13130.00%0.00%0.01%Q3 2020Q3 202313
Pinnacle Bancorp, Inc. 13130.01%0.01%0.01%Q3 2020Q3 202313
Mariner, LLC 760.00%0.01%0.02%Q1 2020Q3 202313
TFG Advisers LLC 13130.68%1.01%1.16%Q3 2020Q3 202313
Newbridge Financial Services Group, Inc. 13130.00%0.01%0.02%Q3 2020Q3 202313
Ethic Inc. 13130.02%0.04%0.09%Q3 2020Q3 202313
Ironwood Investment Counsel, LLC 13130.05%0.06%0.08%Q1 2020Q1 202313
First Pacific Financial 12120.21%0.32%0.38%Q4 2020Q3 202312
Modera Wealth Management, LLC 12120.02%0.07%0.13%Q4 2020Q3 202312
DELTA ASSET MANAGEMENT LLC/TN 840.01%0.01%0.02%Q1 2020Q3 202312
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1020.02%0.08%0.34%Q1 2020Q3 202312
FORSTA AP-FONDEN 420.00%0.04%0.10%Q1 2020Q3 202312
GAMBLE JONES INVESTMENT COUNSEL 12120.02%0.03%0.03%Q1 2020Q4 202212
SEEYOND 12120.10%0.15%0.22%Q1 2020Q4 202212
Bigelow Investment Advisors, LLC 12120.13%0.16%0.26%Q1 2020Q4 202212
Charter Oak Capital Management, LLC 12120.03%0.04%0.05%Q4 2020Q3 202312
Lehman & Derafelo Financial Resources LLC 12120.10%0.12%0.15%Q1 2020Q4 202212
PRUDENTIAL PLC 12120.01%0.02%0.03%Q4 2020Q3 202312
Taylor Hoffman Wealth Management 1110.12%0.40%0.64%Q1 2020Q1 202312
PLANNING DIRECTIONS INC 12120.18%0.20%0.22%Q2 2020Q1 202312
Truvestments Capital LLC 610.04%0.15%0.96%Q1 2020Q3 202312
DIVIDEND ASSETS CAPITAL, LLC 12120.02%0.03%0.03%Q4 2020Q3 202312
Elo Mutual Pension Insurance Co 12120.02%0.03%0.03%Q4 2020Q3 202312
COZAD ASSET MANAGEMENT INC 1020.03%0.15%0.22%Q1 2020Q1 202312
Tower Wealth Partners, Inc. 12120.17%0.42%0.59%Q4 2020Q3 202312
Levy Wealth Management Group, LLC 12120.14%0.21%0.31%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.01%0.02%0.06%Q4 2020Q3 202312
Natixis Investment Managers International 12120.01%0.03%0.04%Q4 2020Q3 202312
Halpern Financial, Inc. 12120.01%0.01%0.02%Q4 2020Q3 202312
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 840.00%0.00%0.00%Q1 2020Q1 202312
PATHSTONE FAMILY OFFICE, LLC 12120.00%0.01%0.02%Q4 2020Q3 202312
Sandy Spring Bank 12120.00%0.00%0.00%Q4 2020Q3 202312
Vontobel Holding Ltd. 12120.01%0.04%0.06%Q4 2020Q3 202312
Personal Capital Advisors Corp 12120.22%0.24%0.30%Q1 2020Q4 202212
SCHRODER INVESTMENT MANAGEMENT GROUP 840.00%0.00%0.00%Q1 2020Q1 202312
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 12120.05%0.08%0.14%Q3 2020Q2 202312
BLAIR WILLIAM & CO/IL 12120.00%0.00%0.00%Q1 2020Q4 202212
Diversified, LLC 12120.10%0.22%0.35%Q4 2020Q3 202312
Meridian Wealth Partners, LLC 750.02%0.05%0.07%Q1 2020Q2 202312
Sargent Bickham Lagudis LLC 12120.16%0.30%0.47%Q1 2020Q4 202212
Vanguard Personalized Indexing Management, LLC 12120.01%0.03%0.06%Q4 2020Q3 202312
Cetera Investment Advisers 12120.01%0.01%0.02%Q4 2020Q3 202312
TOKIO MARINE ASSET MANAGEMENT CO LTD 840.02%0.03%0.08%Q1 2020Q3 202312
COHEN & STEERS, INC. 12120.09%0.17%0.24%Q4 2020Q3 202312
NORGES BANK 12120.04%0.05%0.06%Q1 2020Q4 202212
Johnson Financial Group, Inc. 12120.02%0.02%0.02%Q2 2020Q1 202312
MILLER HOWARD INVESTMENTS INC /NY 12120.03%0.11%0.24%Q4 2019Q3 202212
BOENNING & SCATTERGOOD, INC. 12120.93%1.06%1.38%Q1 2020Q4 202212
BI Asset Management Fondsmaeglerselskab A/S 740.01%0.02%0.04%Q2 2020Q3 202311
Cannell & Co. 11110.01%0.01%0.02%Q1 2020Q3 202211
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 740.04%0.13%0.24%Q4 2020Q3 202311
Private Capital Group, LLC 11110.02%0.02%0.04%Q4 2019Q2 202211
Meiji Yasuda Asset Management Co Ltd. 11110.01%0.10%0.39%Q1 2021Q3 202311
Coho Partners, Ltd. 1010.00%0.01%0.01%Q1 2020Q4 202211
J.W. COLE ADVISORS, INC. 1010.02%0.03%0.06%Q3 2020Q3 202311
Illinois Municipal Retirement Fund 1010.01%0.01%0.01%Q3 2020Q3 202311
Virtue Capital Management, LLC 11110.13%0.17%0.22%Q1 2021Q3 202311
AXA S.A. 620.00%0.02%0.06%Q1 2020Q3 202311
Addison Advisors LLC 1010.00%0.03%0.07%Q4 2020Q3 202311
Maryland State Retirement & Pension System 11110.02%0.09%0.26%Q1 2021Q3 202311
Capital CS Group, LLC 11110.22%0.29%0.35%Q4 2020Q2 202311
Brookfield Asset Management 11110.00%0.11%0.24%Q1 2021Q3 202311
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 620.01%0.32%0.56%Q1 2020Q3 202311
Vident Investment Advisory, LLC 11110.05%0.06%0.09%Q1 2020Q3 202211
Marcum Wealth, LLC 11110.04%0.06%0.07%Q1 2021Q3 202311
COUNTRY TRUST BANK 11110.00%0.00%0.00%Q1 2020Q3 202211
ROWLANDMILLER & PARTNERS.ADV 920.11%0.16%0.19%Q1 2021Q4 202311
INVERNESS COUNSEL LLC /NY/ 11110.02%0.03%0.04%Q1 2020Q3 202211
WOLVERINE TRADING, LLC 510.00%0.00%0.00%Q4 2020Q3 202311
ExodusPoint Capital Management, LP 510.00%0.05%0.13%Q1 2020Q2 202311
EVOKE WEALTH, LLC 11110.00%0.00%0.00%Q1 2020Q3 202211
American Portfolios Advisors 11110.01%0.01%0.01%Q1 2020Q3 202211
TOBAM 720.00%0.01%0.12%Q4 2019Q4 202211
HARTLINE INVESTMENT CORP/ 1010.03%0.06%0.15%Q1 2020Q4 202211
BLUESTEIN R H & CO LLC 11110.01%0.01%0.02%Q1 2020Q3 202211
AEGON ASSET MANAGEMENT UK PLC 11110.57%0.91%1.27%Q4 2020Q2 202311
Andra AP-fonden 620.04%0.08%0.16%Q1 2020Q3 202311
BESSEMER GROUP INC 11110.00%0.00%0.01%Q1 2021Q3 202311
Phoenix Holdings Ltd. 920.01%0.01%0.01%Q4 2020Q3 202311
Robeco Institutional Asset Management B.V. 920.00%0.00%0.01%Q1 2020Q3 202311
Piscataqua Savings Bank 11110.02%0.02%0.03%Q1 2021Q3 202311
Spire Wealth Management 11110.00%0.01%0.01%Q1 2021Q3 202311
Ellevest, Inc. 1010.00%0.00%0.00%Q1 2020Q1 202311
HENNESSY ADVISORS INC 11110.44%0.59%0.67%Q1 2021Q3 202311
Ellis Investment Partners, LLC 11110.04%0.07%0.11%Q1 2020Q3 202211
Hudock, Inc. 11110.04%0.04%0.05%Q1 2020Q3 202211
HOWE & RUSLING INC 11110.01%0.02%0.03%Q1 2020Q3 202211
Stratos Wealth Partners, LTD. 11110.01%0.01%0.01%Q1 2020Q3 202211
NewSquare Capital LLC 920.01%0.46%1.40%Q1 2020Q3 202311
FIRST BUSINESS FINANCIAL SERVICES, INC. 11110.12%0.14%0.17%Q1 2021Q3 202311
EATON VANCE MANAGEMENT 11110.00%0.01%0.02%Q1 2020Q3 202211
Amundi 10100.03%0.13%0.18%Q2 2021Q3 202310
SALEM INVESTMENT COUNSELORS INC 10100.00%0.00%0.01%Q1 2020Q2 202210
Gotham Asset Management, LLC 10100.01%0.03%0.10%Q2 2021Q3 202310
ADVISOR PARTNERS LLC 10100.01%0.02%0.02%Q1 2020Q2 202210
Point72 Asset Management, L.P. 910.01%0.08%0.18%Q3 2020Q3 202310
1834 INVESTMENT ADVISORS CO 10100.00%0.00%0.01%Q1 2020Q2 202210
MEEDER ASSET MANAGEMENT INC 730.00%0.01%0.04%Q1 2020Q3 202210
Ledyard National Bank 10100.19%0.23%0.32%Q1 2020Q2 202210
FIRST CITIZENS BANK & TRUST CO 10100.01%0.01%0.03%Q1 2020Q2 202210
First Affirmative Financial Network 10100.22%0.34%0.39%Q3 2021Q4 202310
Legacy Advisors, LLC 10100.63%1.81%6.28%Q1 2020Q2 202210
Birch Capital Management, LLC 10100.04%0.22%0.58%Q1 2020Q2 202210
JENNISON ASSOCIATES LLC 10100.05%0.08%0.11%Q1 2020Q2 202210
Schonfeld Strategic Advisors LLC 310.00%0.04%0.11%Q1 2020Q2 202310
HoyleCohen, LLC 10100.09%0.13%0.23%Q1 2020Q2 202210
Corbenic Partners LLC 10100.01%0.01%0.03%Q1 2020Q2 202210
Cordasco Financial Network 10100.54%0.65%0.94%Q1 2020Q2 202210
SPINNAKER TRUST 10100.04%0.05%0.07%Q2 2021Q3 202310
DAVENPORT & Co LLC 10100.00%0.00%0.00%Q1 2020Q2 202210
D. E. Shaw & Co., Inc. 310.00%0.00%0.01%Q1 2020Q3 202310
GPS Wealth Strategies Group, LLC 730.02%0.03%0.03%Q1 2021Q3 202310
Verition Fund Management LLC 620.01%0.04%0.19%Q3 2020Q3 202310
Aaron Wealth Advisors LLC 10100.05%0.13%0.19%Q4 2020Q1 202310
HC FINANCIAL ADVISORS INC 10100.01%0.02%0.02%Q1 2020Q2 202210
Patriot Financial Group Insurance Agency, LLC 10100.00%0.00%0.00%Q1 2020Q2 202210
Employees Retirement System of Texas 10100.02%0.03%0.06%Q1 2020Q2 202210
Accel Wealth Management 10100.08%0.15%0.26%Q4 2020Q1 202310
Belpointe Asset Management LLC 10100.04%0.05%0.07%Q2 2021Q3 202310
Larson Financial Group LLC 510.00%0.00%0.00%Q1 2020Q3 202310
Robbins Farley 910.01%0.01%0.02%Q4 2020Q3 202310
MURPHY CAPITAL MANAGEMENT INC 10100.03%0.04%0.07%Q1 2020Q2 202210
HARBOUR INVESTMENTS, INC. 640.00%0.01%0.01%Q1 2021Q3 202310
Pacer Advisors, Inc. 610.00%0.02%0.05%Q3 2020Q3 202310
CoreCommodity Management, LLC 510.01%0.58%2.58%Q1 2020Q2 20239
Tarbox Family Office, Inc. 990.00%0.00%0.01%Q1 2020Q1 20229
Gemmer Asset Management LLC 990.00%0.00%0.00%Q1 2020Q1 20229
Wellington Shields Capital Management, LLC 630.01%0.04%0.06%Q1 2020Q1 20239
AMP Capital Investors Ltd 990.05%0.13%0.64%Q1 2020Q1 20229
Parkside Financial Bank & Trust 810.00%0.00%0.00%Q1 2020Q3 20239
NATIXIS 710.00%0.05%0.10%Q4 2020Q3 20239
Ilmarinen Mutual Pension Insurance Co 990.01%0.03%0.06%Q4 2020Q4 20229
MCF Advisors LLC 720.00%0.00%0.00%Q2 2021Q3 20239
EXCHANGE TRADED CONCEPTS, LLC 720.01%0.03%0.06%Q3 2021Q4 20239
Winch Advisory Services, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Blossom Wealth Management 991.42%2.18%2.42%Q3 2021Q3 20239
IndexIQ Advisors LLC 990.00%0.00%0.01%Q1 2020Q1 20229
HOWLAND CAPITAL MANAGEMENT LLC 720.01%0.01%0.01%Q4 2020Q1 20239
PARAMETRIC PORTFOLIO ASSOCIATES LLC 990.01%0.01%0.01%Q1 2020Q1 20229
USS Investment Management Ltd 990.01%0.01%0.02%Q2 2020Q2 20229
Covea Finance 990.09%0.40%1.27%Q4 2021Q4 20239
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 990.00%0.00%0.00%Q1 2020Q1 20229
Itau Unibanco Holding S.A. 990.00%0.00%0.00%Q3 2021Q3 20239
Holocene Advisors, LP 520.00%0.01%0.02%Q4 2020Q3 20239
Bedel Financial Consulting, Inc. 990.00%0.01%0.01%Q1 2020Q1 20229
PRIVATE TRUST CO NA 990.03%0.04%0.04%Q3 2021Q3 20239
FIL Ltd 810.03%0.05%0.08%Q1 2020Q3 20239
Holloway Wealth Management, LLC 990.00%0.00%0.00%Q1 2020Q1 20229
CIGNA INVESTMENTS INC /NEW 990.02%0.03%0.03%Q1 2020Q1 20229
MONTAG A & ASSOCIATES INC 990.01%0.01%0.01%Q4 2020Q4 20229
KINGS POINT CAPITAL MANAGEMENT 990.02%0.02%0.03%Q1 2020Q1 20229
Eagle Ridge Investment Management 990.03%0.08%0.16%Q1 2020Q1 20229
Barrett Asset Management, LLC 990.02%0.02%0.03%Q1 2020Q1 20229
Brown Miller Wealth Management, LLC 990.15%0.16%0.19%Q4 2020Q4 20229
Bridgewater Associates 810.01%0.01%0.03%Q1 2020Q3 20239
Lenox Wealth Advisors, LLC 990.01%0.01%0.01%Q1 2020Q1 20229
Quantbot Technologies LP 310.07%0.14%0.25%Q2 2020Q3 20238
Mascoma Wealth Management LLC 710.01%0.01%0.01%Q1 2021Q1 20238
Redpoint Investment Management Pty Ltd 880.14%0.28%0.42%Q1 2020Q4 20218
METROPOLITAN LIFE INSURANCE CO/NY 880.03%0.03%0.05%Q1 2020Q4 20218
Handelsbanken Fonder AB 880.01%0.01%0.02%Q2 2020Q1 20228
JMAC ENTERPRISES LLC 880.24%0.32%0.36%Q4 2021Q3 20238
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 880.03%0.23%0.33%Q4 2021Q3 20238
Stillwater Capital Advisors, LLC 880.03%0.04%0.06%Q4 2021Q3 20238
Transamerica Financial Advisors, Inc. 410.00%0.01%0.04%Q2 2020Q3 20238
Bromfield Sneider Wealth Advisors 880.04%0.07%0.09%Q1 2022Q4 20238
PICTET ASSET MANAGEMENT SA 880.22%0.31%0.39%Q3 2021Q2 20238
Alan B Lancz & Associates, Inc. 880.23%0.28%0.32%Q4 2021Q3 20238
Resurgent Financial Advisors LLC 880.34%0.43%0.62%Q4 2021Q3 20238
SAGE PRIVATE WEALTH GROUP, LLC 880.02%0.04%0.07%Q4 2020Q3 20228
FIRST COMMUNITY TRUST NA 880.03%0.04%0.04%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Affiance Financial, LLC 880.15%0.18%0.23%Q1 2020Q4 20218
Citizens National Bank Trust Department 880.02%0.03%0.05%Q4 2021Q3 20238
AVIVA PLC 710.00%0.06%0.12%Q2 2021Q3 20238
Gulf International Bank (UK) Ltd 880.02%0.03%0.04%Q4 2021Q3 20238
Assenagon Asset Management S.A. 510.00%0.01%0.02%Q2 2020Q3 20238
Quent Capital, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Sonen Capital LLC 880.78%1.22%1.59%Q4 2021Q3 20238
LOUNTZIS ASSET MANAGEMENT, LLC 880.12%0.13%0.17%Q2 2020Q1 20228
Squarepoint Ops LLC 310.00%0.01%0.07%Q1 2020Q3 20238
WEALTH EFFECTS LLC 880.17%0.25%0.31%Q4 2021Q3 20238
Apollon Wealth Management, LLC 710.00%0.03%0.03%Q2 2020Q1 20238
OCCUDO QUANTITATIVE STRATEGIES LP 620.03%0.16%0.55%Q1 2021Q2 20238
Allspring Global Investments Holdings, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
City State Bank 880.01%0.01%0.01%Q4 2021Q3 20238
FourThought Financial, LLC 880.00%0.00%0.01%Q4 2020Q3 20228
NORWOOD FINANCIAL CORP 880.02%0.03%0.03%Q4 2021Q3 20238
Humankind Investments LLC 880.09%0.16%0.22%Q2 2021Q1 20238
EMERALD ADVISERS, LLC 880.01%0.01%0.02%Q1 2020Q4 20218
Stonebridge Financial Planning Group, LLC 880.08%0.11%0.15%Q1 2020Q4 20218
Capital Advisors, Ltd. LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Capital Analysts, LLC 880.00%0.00%0.01%Q1 2020Q4 20218
Carroll Financial Associates, Inc. 880.01%0.01%0.01%Q1 2020Q4 20218
HB Wealth Management, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.01%Q4 2021Q3 20238
BUCKINGHAM STRATEGIC WEALTH, LLC 710.00%0.02%0.03%Q1 2020Q2 20238
Fieldpoint Private Securities, LLC 710.00%0.01%0.01%Q4 2019Q2 20228
Bell Investment Advisors, Inc 620.00%0.00%0.00%Q3 2021Q3 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.05%0.07%0.08%Q4 2021Q3 20238
Covestor Ltd 880.01%0.02%0.06%Q4 2021Q3 20238
RTD Financial Advisors, Inc. 880.04%0.05%0.06%Q4 2021Q3 20238
Achmea Investment Management B.V. 880.00%0.00%0.00%Q3 2021Q2 20238
Financial Connections Group, Inc. 880.01%0.01%0.02%Q4 2021Q3 20238
Bridgewater Advisors Inc. 880.22%0.34%0.39%Q4 2021Q3 20238
CITY HOLDING CO 710.00%0.03%0.05%Q1 2020Q1 20238
Dynamic Technology Lab Private Ltd 510.03%0.14%0.22%Q3 2020Q2 20238
Pflug Koory, LLC 880.02%0.02%0.02%Q4 2020Q3 20228
AlphaCrest Capital Management LLC 610.01%0.04%0.10%Q1 2020Q3 20228
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 770.00%0.00%0.00%Q1 2020Q3 20217
EARNEST PARTNERS LLC 770.00%0.00%0.00%Q1 2020Q3 20217
Bank of New Hampshire 770.03%0.04%0.04%Q1 2022Q3 20237
COLONY GROUP LLC 520.00%0.00%0.01%Q2 2021Q1 20237
Pegasus Partners Ltd. 770.05%0.10%0.14%Q2 2020Q4 20217
Concord Wealth Partners 430.00%0.00%0.01%Q4 2021Q3 20237
Linscomb & Williams, Inc. 610.01%0.01%0.01%Q4 2020Q4 20227
1ST SOURCE BANK 770.01%0.02%0.02%Q1 2020Q3 20217
BALYASNY ASSET MANAGEMENT L.P. 210.00%0.03%0.08%Q1 2020Q3 20237
Beacon Pointe Advisors, LLC 770.00%0.01%0.01%Q1 2022Q3 20237
GW&K Investment Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Atom Investors LP 520.11%0.45%0.78%Q1 2020Q3 20237
Procyon Advisors, LLC 430.00%0.04%0.09%Q4 2019Q3 20237
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 770.02%0.02%0.02%Q2 2020Q4 20217
REILLY FINANCIAL ADVISORS, LLC 610.02%0.03%0.06%Q1 2020Q4 20217
Berman Capital Advisors, LLC 770.00%0.00%0.00%Q1 2020Q3 20217
Americana Partners, LLC 520.09%0.21%0.29%Q3 2021Q2 20237
Qube Research & Technologies Ltd 310.01%0.03%0.07%Q3 2020Q3 20237
MARSHALL WACE, LLP 210.00%0.00%0.01%Q1 2021Q2 20237
Ulland Investment Advisors, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
NN Investment Partners Holdings N.V. 610.00%0.06%0.14%Q2 2020Q1 20227
WADE G W & INC 610.01%0.01%0.01%Q4 2021Q3 20237
Mine & Arao Wealth Creation & Management, LLC. 770.00%0.00%0.00%Q1 2022Q3 20237
BANQUE PICTET & CIE SA 770.00%0.01%0.03%Q4 2021Q2 20237
Kepos Capital LP 520.01%0.02%0.02%Q4 2021Q3 20237
BREWIN DOLPHIN LTD 770.00%0.00%0.01%Q1 2020Q3 20217
BARCLAYS PLC 770.00%0.01%0.01%Q1 2022Q3 20237
HAZLETT, BURT & WATSON, INC. 770.02%0.04%0.08%Q1 2022Q3 20237
B. Metzler seel. Sohn & Co. AG 770.00%0.01%0.01%Q4 2021Q2 20237
CenterBook Partners LP 770.11%0.17%0.25%Q1 2022Q3 20237
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 770.03%0.04%0.05%Q1 2020Q3 20217
CBIZ Investment Advisory Services, LLC 770.00%0.00%0.01%Q1 2020Q3 20217
Clearstead Advisors, LLC 770.01%0.01%0.01%Q4 2020Q2 20227
Twin Tree Management, LP 210.00%0.01%0.01%Q1 2020Q2 20237
Y-Intercept (Hong Kong) Ltd 410.04%0.13%0.25%Q1 2021Q3 20237
IBM Retirement Fund 770.02%0.03%0.04%Q1 2020Q3 20217
NEXT Financial Group, Inc 610.00%0.01%0.02%Q1 2020Q4 20217
JONES FINANCIAL COMPANIES LLLP 520.00%0.00%0.00%Q1 2021Q3 20237
Walleye Capital LLC 410.00%0.04%0.10%Q3 2020Q3 20237
D'Orazio & Associates, Inc. 770.01%0.02%0.02%Q1 2020Q3 20217
MIROVA 770.11%2.88%6.10%Q1 2020Q3 20217
Wealthspire Advisors, LLC 610.01%0.01%0.02%Q4 2021Q3 20237
World Asset Management Inc 770.03%0.04%0.04%Q1 2020Q3 20217
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 771.23%1.47%1.88%Q1 2020Q3 20217
Atria Wealth Solutions, Inc. 770.00%0.01%0.02%Q1 2022Q3 20237
DFPG INVESTMENTS, LLC 660.52%0.57%0.64%Q1 2020Q2 20216
SS&H Financial Advisors, Inc. 510.18%0.26%0.30%Q1 2022Q3 20236
MARYLAND CAPITAL ADVISORS INC. 660.00%0.01%0.01%Q2 2022Q3 20236
ASSETMARK, INC 510.00%0.00%0.01%Q1 2020Q2 20226
Paloma Partners Management Co 310.00%0.02%0.05%Q1 2020Q4 20216
BOOTHBAY FUND MANAGEMENT, LLC 420.01%0.02%0.04%Q1 2020Q3 20226
HEADINVEST, LLC 310.04%0.04%0.05%Q4 2020Q3 20236
Sowell Financial Services LLC 510.02%0.02%0.03%Q1 2020Q1 20236
Neo Ivy Capital Management 210.04%0.34%0.62%Q2 2020Q2 20236
BBR PARTNERS, LLC 330.03%0.05%0.08%Q1 2020Q1 20226
Pendal Group Ltd 660.00%0.02%0.04%Q3 2021Q4 20226
Versor Investments LP 510.02%0.10%0.20%Q1 2020Q3 20236
PARADIGM ASSET MANAGEMENT CO LLC 660.05%0.16%0.37%Q2 2022Q3 20236
SJS Investment Consulting Inc. 510.00%0.00%0.00%Q1 2022Q3 20236
OSSIAM 510.00%0.02%0.04%Q1 2020Q3 20236
ALPS ADVISORS INC 660.00%0.01%0.01%Q2 2022Q3 20236
FORVIS Wealth Advisors, LLC 660.01%0.02%0.02%Q2 2022Q3 20236
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Atlas Private Wealth Advisors 660.00%0.00%0.00%Q2 2020Q3 20216
HRT FINANCIAL LP 310.00%0.05%0.13%Q3 2020Q1 20236
Schubert & Co 660.00%0.00%0.00%Q4 2021Q1 20236
ATLAS CAPITAL ADVISORS LLC 660.00%0.00%0.00%Q1 2021Q2 20226
GROUP ONE TRADING, L.P. 210.00%0.00%0.00%Q2 2020Q3 20236
Teza Capital Management LLC 210.07%0.13%0.19%Q2 2021Q3 20236
Cipher Capital LP 210.18%0.26%0.40%Q1 2020Q3 20236
Stratos Wealth Advisors, LLC 660.03%0.04%0.05%Q4 2020Q1 20226
Main Street Financial Solutions, LLC 210.03%0.04%0.06%Q4 2020Q1 20236
INTECH INVESTMENT MANAGEMENT LLC 660.00%0.01%0.01%Q2 2022Q3 20236
UNITED SERVICES AUTOMOBILE ASSOCIATION 660.01%0.02%0.03%Q2 2022Q3 20236
Renaissance Technologies 510.00%0.01%0.02%Q1 2020Q3 20226
Optimal Asset Management, Inc. 660.05%0.14%0.18%Q2 2020Q3 20216
BOKF, NA 510.00%0.01%0.01%Q1 2020Q1 20236
Financial Management Professionals, Inc. 410.00%0.00%0.00%Q2 2021Q2 20236
Avion Wealth 660.00%0.00%0.00%Q2 2022Q3 20236
Lansing Street Advisors 660.00%0.00%0.01%Q1 2022Q2 20236
TIAA, FSB 660.00%0.00%0.00%Q1 2022Q2 20236
O'Brien Wealth Partners LLC 660.12%0.14%0.18%Q1 2020Q2 20216
CCG WEALTH MANAGEMENT, LLC 660.18%0.19%0.20%Q1 2022Q2 20236
PRELUDE CAPITAL MANAGEMENT, LLC 310.00%0.01%0.01%Q1 2020Q3 20226
Covington Capital Management 510.00%0.00%0.00%Q1 2020Q1 20226
StoneX Group Inc. 660.04%0.06%0.09%Q3 2020Q4 20216
New Millennium Group LLC 660.01%0.01%0.02%Q2 2022Q3 20236
PICTET ASSET MANAGEMENT LTD 660.23%0.40%0.56%Q1 2020Q2 20216
STOCK YARDS BANK & TRUST CO 660.02%0.03%0.05%Q2 2022Q3 20236
JUPITER ASSET MANAGEMENT LTD 660.00%0.00%0.00%Q1 2021Q2 20226
Hoover Financial Advisors, Inc. 660.08%0.13%0.21%Q1 2020Q2 20216
VOLORIDGE INVESTMENT MANAGEMENT, LLC 420.00%0.01%0.01%Q4 2021Q2 20236
Coston, McIsaac & Partners 661.12%1.32%1.66%Q2 2022Q3 20236
MARTINGALE ASSET MANAGEMENT L P 420.00%0.01%0.02%Q3 2020Q3 20226
Avior Wealth Management, LLC 420.00%0.00%0.00%Q2 2021Q1 20236
Engineers Gate Manager LP 310.02%0.07%0.12%Q3 2020Q3 20236
MACKENZIE FINANCIAL CORP 510.00%0.00%0.00%Q1 2020Q2 20236
MONEY CONCEPTS CAPITAL CORP 660.02%0.04%0.05%Q4 2021Q1 20236
Pratt Collard Advisory Partners LLC 660.30%0.35%0.42%Q1 2020Q2 20216
MIRABELLA FINANCIAL SERVICES LLP 210.05%0.17%0.43%Q3 2020Q1 20235
PUBLIC SECTOR PENSION INVESTMENT BOARD 550.01%0.01%0.01%Q3 2022Q3 20235
COLDSTREAM CAPITAL MANAGEMENT INC 320.01%0.01%0.01%Q4 2021Q1 20235
LIBERTY WEALTH MANAGEMENT LLC 550.02%0.02%0.02%Q3 2020Q3 20215
CVA Family Office, LLC 410.00%0.00%0.00%Q2 2021Q3 20225
DT Investment Partners, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Ritter Daniher Financial Advisory LLC / DE 550.01%0.01%0.02%Q2 2022Q2 20235
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 320.00%0.00%0.00%Q2 2022Q3 20235
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 550.00%0.00%0.00%Q1 2020Q1 20215
Clearview Wealth Advisors LLC 550.01%0.02%0.02%Q2 2022Q2 20235
Tredje AP-fonden 550.02%0.03%0.04%Q3 2022Q3 20235
BARRETT & COMPANY, INC. 550.01%0.01%0.02%Q3 2022Q3 20235
Gibson Wealth Advisors LLC 550.04%0.05%0.05%Q4 2021Q4 20225
Capital Bank & Trust Co 550.02%0.02%0.02%Q1 2020Q1 20215
Echo Street Capital Management LLC 210.00%0.00%0.01%Q4 2020Q2 20235
NVWM, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
OGOREK ANTHONY JOSEPH /NY/ /ADV 210.00%0.00%0.00%Q1 2020Q3 20235
CIBC Private Wealth Group, LLC 550.00%0.01%0.01%Q3 2022Q3 20235
DAVIS R M INC 210.01%0.01%0.01%Q1 2020Q2 20235
FARMERS & MERCHANTS INVESTMENTS INC 550.00%0.00%0.00%Q3 2022Q3 20235
CYPRESS CAPITAL MANAGEMENT LLC 550.06%0.07%0.09%Q1 2020Q1 20215
Hexagon Capital Partners LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Bradley & Co. Private Wealth Management, LLC 550.02%0.02%0.02%Q2 2022Q2 20235
SIMPLEX TRADING, LLC 310.00%0.00%0.00%Q1 2021Q3 20235
DUPONT CAPITAL MANAGEMENT CORP 410.00%0.01%0.01%Q1 2020Q4 20225
TWINBEECH CAPITAL LP 410.00%0.11%0.24%Q3 2020Q2 20235
Prospera Financial Services Inc 210.00%0.01%0.02%Q3 2020Q3 20235
Trexquant Investment LP 210.02%0.03%0.04%Q4 2020Q2 20235
Independence Bank of Kentucky 550.00%0.00%0.01%Q4 2020Q4 20215
Eudaimonia Partners, LLC 550.01%0.02%0.02%Q1 2020Q1 20215
Center for Financial Planning, Inc. 550.00%0.00%0.01%Q1 2020Q1 20215
Cassady Schiller Wealth Management, LLC 410.01%0.02%0.02%Q4 2021Q3 20235
First American Bank 550.10%0.12%0.14%Q4 2020Q4 20215
National Pension Service 550.00%0.00%0.00%Q2 2020Q2 20215
Lido Advisors, LLC 550.01%0.01%0.02%Q3 2022Q3 20235
T. Rowe Price Investment Management, Inc. 550.01%0.01%0.02%Q3 2022Q3 20235
W.H. Cornerstone Investments Inc. 550.28%0.43%0.52%Q3 2022Q3 20235
Colony Family Offices, LLC 410.31%0.42%0.69%Q1 2021Q1 20235
GODSEY & GIBB, INC 410.00%0.00%0.01%Q3 2021Q3 20235
AlphaStar Capital Management, LLC 550.09%0.11%0.12%Q3 2022Q3 20235
AMUNDI ASSET MANAGEMENT US, INC. 550.08%0.08%0.09%Q1 2020Q1 20215
LS Investment Advisors, LLC 550.02%0.03%0.03%Q1 2020Q1 20215
Valeo Financial Advisors, LLC 550.00%0.00%0.01%Q1 2020Q1 20215
Bridge Creek Capital Management LLC 550.15%0.19%0.22%Q1 2020Q1 20215
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 550.00%0.00%0.01%Q3 2022Q3 20235
FIRST HAWAIIAN BANK 550.01%0.03%0.03%Q4 2021Q4 20225
RITTER DANIHER FINANCIAL ADVISORY LLC 550.02%0.02%0.02%Q1 2021Q1 20225
CHOREO, LLC 310.01%0.01%0.02%Q4 2020Q3 20235
Penn Capital Management Company, LLC 550.06%0.38%0.61%Q4 2019Q4 20205
Csenge Advisory Group 440.03%0.06%0.09%Q2 2021Q1 20224
Electron Capital Partners, LLC 441.29%1.72%2.10%Q4 2021Q3 20224
Beck Bode, LLC 212.05%2.52%3.19%Q2 2021Q3 20234
QS Investors, LLC 440.00%0.00%0.00%Q2 2020Q1 20214
Cedar Mountain Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Apella Capital, LLC 310.02%0.02%0.04%Q4 2022Q4 20234
FIRST HORIZON CORP 440.00%0.00%0.00%Q3 2020Q2 20214
Point72 Hong Kong Ltd 210.01%0.02%0.05%Q2 2020Q3 20224
Jackson Wealth Management, LLC 440.17%0.19%0.22%Q1 2020Q4 20204
Cyrus J. Lawrence, LLC 440.00%0.01%0.02%Q1 2022Q4 20224
True Wealth Design, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
LOOMIS SAYLES & CO L P 440.00%0.00%0.00%Q2 2022Q1 20234
Clark Capital Management Group, Inc. 210.00%0.00%0.00%Q4 2020Q4 20224
Thematics Asset Management 440.97%1.15%1.30%Q4 2022Q3 20234
FIRST MERCANTILE TRUST CO 440.03%0.06%0.08%Q1 2020Q4 20204
Jefferies Group LLC 210.01%0.01%0.02%Q1 2020Q3 20214
MOSELEY INVESTMENT MANAGEMENT INC 440.12%0.18%0.26%Q1 2020Q4 20204
OAK HILL WEALTH ADVISORS, LLC 440.16%0.19%0.23%Q4 2022Q3 20234
O'Shares Investment Advisers, LLC 310.04%0.05%0.06%Q1 2020Q1 20224
Winslow, Evans & Crocker, Inc. 440.00%0.00%0.00%Q1 2020Q4 20204
INSIGHT 2811, INC. 310.12%0.14%0.16%Q3 2021Q4 20224
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
TRUE Private Wealth Advisors 440.01%0.02%0.02%Q1 2020Q4 20204
ACADIAN ASSET MANAGEMENT LLC 440.01%0.01%0.02%Q3 2022Q2 20234
Tidal Investments LLC 440.01%0.01%0.02%Q4 2021Q3 20224
Skandinaviska Enskilda Banken AB (publ) 440.00%0.00%0.00%Q3 2022Q2 20234
NAVELLIER & ASSOCIATES INC 440.71%0.81%0.90%Q3 2022Q2 20234
MASON STREET ADVISORS, LLC 440.09%0.10%0.11%Q1 2020Q4 20204
ETF MANAGERS GROUP, LLC 440.00%0.03%0.07%Q1 2020Q4 20204
ADE, LLC 440.04%0.04%0.04%Q4 2020Q3 20214
LaSalle St. Investment Advisors, LLC 440.13%0.14%0.17%Q4 2022Q3 20234
KENNEDY INVESTMENT GROUP 440.15%0.18%0.22%Q4 2022Q3 20234
Metis Global Partners, LLC 440.02%0.02%0.03%Q4 2022Q3 20234
Aperio Group, LLC 440.03%0.03%0.04%Q1 2020Q4 20204
Freedom Investment Management, Inc. 440.03%0.21%0.30%Q4 2022Q3 20234
WESBANCO BANK INC 440.01%0.01%0.01%Q1 2021Q4 20214
Fulcrum Capital LLC 440.06%0.07%0.09%Q4 2022Q3 20234
Aveo Capital Partners, LLC 310.03%0.05%0.06%Q3 2021Q4 20224
GOFEN & GLOSSBERG LLC /IL/ 440.01%0.01%0.01%Q4 2020Q3 20214
Colonial Trust Co / SC 440.00%0.01%0.02%Q4 2022Q3 20234
Financial Gravity Asset Management, Inc. 440.00%0.01%0.05%Q4 2022Q3 20234
LBP AM SA 440.06%0.07%0.09%Q4 2022Q3 20234
Orion Portfolio Solutions, LLC 220.00%0.00%0.01%Q1 2020Q1 20234
AIGEN INVESTMENT MANAGEMENT, LP 220.03%0.05%0.07%Q2 2020Q4 20214
Corient Private Wealth LLC 440.00%0.00%0.01%Q4 2022Q3 20234
SIMON QUICK ADVISORS, LLC 440.00%0.00%0.00%Q1 2020Q4 20204
CX Institutional 310.00%0.00%0.00%Q1 2021Q2 20224
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 310.00%0.00%0.00%Q3 2022Q3 20234
Sustainable Insight Capital Management, LLC 310.19%0.23%0.26%Q4 2021Q4 20224
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.01%0.02%Q3 2021Q3 20234
B. Metzler seel. Sohn & Co. Holding AG 440.01%0.01%0.01%Q4 2020Q3 20214
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 440.05%0.10%0.19%Q4 2022Q3 20234
WELLINGTON MANAGEMENT GROUP LLP 210.00%0.00%0.00%Q2 2021Q1 20234
ROPES WEALTH ADVISORS LLC 440.01%0.01%0.01%Q1 2020Q4 20204
Wellington Shields & Co., LLC 440.02%0.02%0.03%Q2 2022Q1 20234
Selective Wealth Management, Inc. 310.00%0.01%0.02%Q4 2020Q3 20224
Quantamental Technologies LLC 440.16%0.18%0.23%Q3 2022Q2 20234
OPPENHEIMER ASSET MANAGEMENT INC. 440.00%0.01%0.01%Q1 2020Q4 20204
Jump Financial, LLC 210.01%0.02%0.05%Q4 2021Q2 20234
Fulcrum Equity Management 440.20%0.33%0.46%Q4 2022Q3 20234
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 220.06%0.07%0.07%Q2 2020Q2 20214
Greenland Capital Management LP 440.13%0.34%0.48%Q4 2022Q3 20234
ROYCE & ASSOCIATES LP 440.03%0.10%0.18%Q1 2020Q4 20204
ARMSTRONG ADVISORY GROUP, INC 440.01%0.02%0.03%Q4 2022Q3 20234
CHELSEA COUNSEL CO 440.02%0.02%0.02%Q4 2022Q3 20234
Surevest, LLC 440.01%0.01%0.01%Q4 2021Q3 20224
FOX RUN MANAGEMENT, L.L.C. 110.08%0.12%0.15%Q3 2021Q1 20234
Baker Avenue Asset Management, LP 440.00%0.00%0.00%Q4 2022Q3 20234
KESTRA PRIVATE WEALTH SERVICES, LLC 210.01%0.01%0.01%Q2 2021Q4 20224
Cinctive Capital Management LP 440.13%0.20%0.25%Q4 2022Q3 20234
Steward Financial Group LLC 210.00%0.00%0.00%Q2 2022Q3 20234
Riverview Trust Co 220.01%0.01%0.01%Q2 2022Q2 20234
Bayesian Capital Management, LP 210.05%0.06%0.08%Q3 2020Q2 20234
Colonial Trust Advisors 440.01%0.01%0.01%Q4 2022Q3 20234
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.00%0.01%0.02%Q4 2020Q4 20223
OSTRUM ASSET MANAGEMENT 330.14%0.18%0.22%Q1 2023Q3 20233
Sunbelt Securities, Inc. 330.00%0.01%0.02%Q1 2023Q3 20233
Aquatic Capital Management LLC 330.04%0.04%0.06%Q1 2023Q3 20233
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 210.00%0.01%0.01%Q2 2022Q1 20233
DUALITY ADVISERS, LP 210.05%0.22%0.34%Q3 2022Q3 20233
Norway Savings Bank 330.02%0.02%0.03%Q1 2020Q3 20203
GANTZERT INVESTMENT CO LLC /ADV 330.06%0.07%0.08%Q1 2020Q3 20203
SHINE INVESTMENT ADVISORY SERVICES INC 330.00%0.01%0.02%Q1 2020Q3 20203
AXXCESS WEALTH MANAGEMENT, LLC 210.02%0.03%0.04%Q4 2021Q4 20223
Blueshift Asset Management, LLC 110.07%0.09%0.11%Q3 2020Q2 20233
Sierra Capital LLC 330.00%0.00%0.00%Q2 2022Q4 20223
Hutchens & Kramer Investment Management Group, LLC 330.48%0.50%0.52%Q4 2021Q2 20223
ADVISOR PARTNERS II, LLC 330.01%0.01%0.02%Q4 2022Q2 20233
FORT PITT CAPITAL GROUP, LLC 210.02%0.02%0.02%Q1 2020Q2 20213
CENTERSQUARE INVESTMENT MANAGEMENT LLC 330.00%0.00%0.00%Q1 2020Q3 20203
Summit Global Investments 330.02%0.04%0.05%Q3 2020Q1 20213
Simplicity Solutions, LLC 330.01%0.01%0.01%Q2 2020Q4 20203
Balentine LLC 210.00%0.01%0.02%Q2 2020Q1 20233
CoreCap Advisors, LLC 110.00%0.00%0.01%Q4 2021Q4 20223
Unigestion Holding SA 330.03%0.04%0.05%Q1 2022Q3 20223
Brandywine Global Investment Management, LLC 330.06%0.06%0.06%Q3 2021Q1 20223
OLD NATIONAL BANCORP /IN/ 210.01%0.01%0.01%Q4 2020Q4 20223
Sageworth Trust Co 330.00%0.00%0.00%Q2 2021Q4 20213
Magnetar Financial LLC 110.01%0.02%0.05%Q3 2020Q3 20223
Cerity Partners LLC 330.00%0.00%0.00%Q1 2023Q3 20233
MADDEN SECURITIES Corp 330.10%0.18%0.23%Q2 2021Q4 20213
FORA Capital, LLC 110.12%0.13%0.15%Q1 2020Q3 20223
apricus wealth, LLC 330.77%0.92%1.04%Q1 2023Q3 20233
HANCOCK WHITNEY CORP 330.05%0.05%0.06%Q2 2020Q4 20203
Oxler Private Wealth LLC 210.06%0.06%0.07%Q4 2020Q3 20223
Wealthstar Advisors, LLC 330.12%0.14%0.16%Q3 2022Q1 20233
SEVEN EIGHT CAPITAL, LP 110.04%0.07%0.13%Q3 2020Q1 20223
Empower Advisory Group, LLC 330.20%0.21%0.23%Q1 2023Q3 20233
Ergoteles LLC 110.01%0.06%0.15%Q1 2021Q2 20233
Independence Advisors, LLC 330.30%0.34%0.39%Q1 2020Q3 20203
SPIRIT OF AMERICA MANAGEMENT CORP/NY 330.02%0.07%0.10%Q1 2023Q3 20233
VALLEY WEALTH MANAGERS, INC. 330.00%0.00%0.00%Q2 2022Q4 20223
Vigilant Capital Management, LLC 330.01%0.01%0.01%Q2 2021Q4 20213
Bridgefront Capital, LLC 110.17%0.24%0.33%Q1 2021Q1 20233
OLD MISSION CAPITAL LLC 110.05%0.12%0.23%Q1 2020Q1 20213
Sageworth Trust Co of South Dakota 330.01%0.02%0.04%Q4 2021Q2 20223
Ceredex Value Advisors LLC 330.18%0.33%0.43%Q4 2020Q2 20213
TUCKER ASSET MANAGEMENT LLC 210.00%0.00%0.00%Q3 2022Q3 20233
BANK OF NOVA SCOTIA 210.00%0.01%0.02%Q1 2020Q3 20233
Glass Jacobson Investment Advisors llc 210.00%0.00%0.01%Q4 2022Q3 20233
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 330.39%0.50%0.60%Q1 2020Q3 20203
VIRGINIA RETIREMENT SYSTEMS ET AL 210.01%0.01%0.01%Q1 2022Q4 20223
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 210.00%0.01%0.01%Q3 2020Q3 20233
CITIZENS FINANCIAL GROUP INC/RI 210.01%0.01%0.02%Q1 2020Q2 20213
Coann Capital LLC 213.58%5.87%8.99%Q3 2021Q4 20223
WORLDQUANT MILLENNIUM ADVISORS LLC 210.01%0.01%0.02%Q2 2021Q3 20223
ASAHI LIFE ASSET MANAGEMENT CO., LTD. 210.01%0.03%0.06%Q2 2020Q4 20213
BerganKDV Wealth Management, LLC 210.00%0.00%0.00%Q1 2020Q3 20223
DARK FOREST CAPITAL MANAGEMENT LP 210.00%0.00%0.00%Q4 2021Q4 20223
PARK NATIONAL CORP /OH/ 110.01%0.01%0.01%Q1 2020Q4 20213
Krane Funds Advisors LLC 210.01%0.01%0.02%Q1 2020Q4 20213
Weaver Consulting Group 330.04%0.04%0.04%Q1 2020Q3 20203
ClearBridge Investments Ltd 332.31%2.79%3.26%Q1 2020Q3 20203
Wealth Quarterback LLC 210.01%0.01%0.01%Q1 2020Q3 20213
First Allied Advisory Services, Inc. 330.03%0.03%0.03%Q1 2020Q3 20203
TUDOR INVESTMENT CORP ET AL 110.01%0.04%0.07%Q3 2020Q1 20233
PIERSHALE FINANCIAL GROUP, INC. 330.01%0.01%0.01%Q4 2022Q2 20233
CARY STREET PARTNERS ASSET MANAGEMENT LLC 330.04%0.04%0.04%Q3 2022Q1 20233
ICA Group Wealth Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Eagle Bay Advisors LLC 330.01%0.01%0.01%Q2 2021Q4 20213
Perigon Wealth Management, LLC 110.01%0.01%0.02%Q4 2020Q4 20223
Quadrature Capital Ltd 210.01%0.02%0.03%Q3 2021Q3 20233
TOWNSQUARE CAPITAL LLC 330.04%0.05%0.05%Q4 2020Q2 20213
High Net Worth Advisory Group LLC 330.00%0.00%0.00%Q4 2021Q2 20223
FLAGSHIP HARBOR ADVISORS, LLC 330.01%0.02%0.02%Q1 2020Q3 20203
XTX Topco Ltd 210.04%0.04%0.05%Q3 2022Q3 20233
Engrave Wealth Partners LLC 330.03%0.03%0.03%Q4 2019Q2 20203
Venturi Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
GATEWAY INVESTMENT ADVISERS LLC 210.00%0.00%0.00%Q1 2022Q4 20223
FCG ADVISORS, LLC 330.07%0.08%0.08%Q1 2020Q3 20203
PINNACLE FINANCIAL PARTNERS INC 330.00%0.00%0.00%Q4 2022Q2 20233
DAYMARK WEALTH PARTNERS, LLC 330.02%0.04%0.05%Q4 2022Q2 20233
New Potomac Partners, LLC 330.11%0.13%0.15%Q1 2020Q3 20203
Coppell Advisory Solutions LLC 210.01%0.01%0.01%Q4 2022Q3 20233
EverSource Wealth Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Kathmere Capital Management, LLC 330.05%0.07%0.08%Q1 2020Q3 20203
Westside Investment Management, Inc. 330.00%0.00%0.00%Q3 2022Q1 20233
Red Door Wealth Management, LLC 210.01%0.01%0.01%Q1 2020Q2 20213
OLIVER LAGORE VANVALIN INVESTMENT GROUP 330.00%0.00%0.00%Q1 2022Q3 20223
Grey Fox Wealth Advisors, LLC 220.10%0.11%0.12%Q4 2022Q1 20232
Dixon Hughes Goodman Wealth Advisors LLC 220.18%0.18%0.19%Q4 2021Q1 20222
Quantitative Investment Management, LLC 220.07%0.09%0.10%Q1 2020Q2 20202
Vinva Investment Management Ltd 220.02%0.02%0.02%Q1 2023Q2 20232
UBS OCONNOR LLC 220.04%0.05%0.07%Q3 2020Q4 20202
LAZARD ASSET MANAGEMENT LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Artemis Investment Management LLP 220.02%0.07%0.12%Q2 2020Q3 20202
CASTLE WEALTH MANAGEMENT LLC 220.00%0.00%0.00%Q2 2022Q3 20222
SYNOVUS FINANCIAL CORP 220.00%0.00%0.00%Q1 2020Q2 20202
TWO SIGMA INVESTMENTS, LP 110.00%0.00%0.00%Q3 2020Q3 20222
Baldrige Asset Management LLC 220.00%0.01%0.01%Q4 2022Q1 20232
ALGERT GLOBAL LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Virtu Financial LLC 110.02%0.02%0.02%Q3 2022Q2 20232
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.00%0.00%0.00%Q2 2022Q3 20222
AGF MANAGEMENT LTD 220.00%0.00%0.00%Q2 2023Q3 20232
Fortitude Advisory Group L.L.C. 220.02%0.02%0.02%Q4 2021Q1 20222
Meeder Advisory Services, Inc. 220.04%0.06%0.07%Q4 2022Q1 20232
COOKSON PEIRCE & CO INC 220.09%0.10%0.12%Q1 2020Q2 20202
Atlas Private Wealth Management, LLC 220.01%0.02%0.02%Q1 2020Q2 20202
WHEATLAND ADVISORS INC 222.85%3.11%3.36%Q1 2020Q2 20202
Prime Capital Investment Advisors, LLC 110.00%0.00%0.01%Q1 2020Q1 20212
WealthShield Partners, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
Weiss Multi-Strategy Advisers LLC 220.05%0.05%0.06%Q4 2020Q1 20212
Kelman-Lazarov, Inc. 220.11%0.12%0.14%Q1 2020Q2 20202
Stone House Investment Management, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
FULTON BREAKEFIELD BROENNIMAN LLC 220.02%0.02%0.02%Q4 2021Q1 20222
Sandy Cove Advisors, LLC 220.04%0.04%0.04%Q4 2021Q1 20222
OSTERWEIS CAPITAL MANAGEMENT INC 220.00%0.00%0.00%Q3 2022Q4 20222
Seneca House Advisors 220.21%0.22%0.24%Q1 2023Q2 20232
VisionPoint Advisory Group, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
SRS Capital Advisors, Inc. 110.00%0.00%0.00%Q2 2020Q2 20212
FMA ADVISORY INC 220.26%0.26%0.26%Q3 2020Q4 20202
Ridgewood Investments LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Front Row Advisors LLC 220.01%0.01%0.01%Q1 2020Q2 20202
Cullen Capital Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Lombard Odier Asset Management (Switzerland) SA 110.01%0.01%0.01%Q2 2021Q4 20212
B. Riley Wealth Advisors, Inc. 220.01%0.01%0.01%Q4 2022Q1 20232
Ruedi Wealth Management, Inc. 220.01%0.01%0.02%Q4 2022Q1 20232
RMR Wealth Builders 220.01%0.01%0.01%Q4 2020Q1 20212
Cutler Group LLC / CA 220.00%0.00%0.00%Q1 2020Q2 20202
AGF Investments LLC 220.00%0.00%0.00%Q2 2020Q3 20202
Mendel Money Management 220.12%0.13%0.15%Q2 2023Q3 20232
Ninepoint Partners LP 220.10%0.11%0.12%Q4 2022Q1 20232
ROFFMAN MILLER ASSOCIATES INC /PA/ 110.00%0.01%0.02%Q2 2020Q2 20232
Ranch Capital Advisors Inc. 220.52%0.53%0.53%Q1 2020Q2 20202
EP Wealth Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Kingsview Wealth Management, LLC 110.02%0.02%0.03%Q2 2020Q4 20212
ClearBridge Investments 220.00%0.00%0.00%Q1 2020Q2 20202
Blackstart Capital LP 224.24%4.74%5.24%Q1 2020Q2 20202
MUFG Americas Holdings Corp 220.00%0.01%0.02%Q4 2020Q1 20212
FSA Wealth Management LLC 220.01%0.01%0.01%Q1 2020Q2 20202
INDEPENDENT INVESTORS INC 220.05%0.05%0.05%Q4 2021Q1 20222
Advisory Alpha, LLC 110.00%0.00%0.00%Q1 2020Q3 20202
Orion Capital Management LLC 110.02%0.03%0.03%Q1 2023Q3 20232
Psagot Value Holdings Ltd. / (Israel) 220.00%0.00%0.00%Q1 2023Q2 20232
Kore Private Wealth LLC 220.01%0.01%0.01%Q1 2020Q2 20202
Mill Creek Capital Advisors, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
UniSuper Management Pty Ltd 220.00%0.00%0.00%Q2 2023Q3 20232
Walleye Trading LLC 110.00%0.00%0.00%Q3 2020Q1 20232
Ziegler Capital Management, LLC 220.01%0.01%0.01%Q3 2021Q4 20212
Redwood Wealth Management Group, LLC 220.23%0.25%0.27%Q4 2022Q1 20232
Sound Financial Strategies Group, LLC 220.30%0.32%0.35%Q4 2020Q1 20212
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q2 2020Q1 20212
Herold Advisors, Inc. 110.01%0.01%0.02%Q3 2021Q1 20222
V-Square Quantitative Management LLC 220.03%0.04%0.06%Q2 2023Q3 20232
44 WEALTH MANAGEMENT LLC 222.04%2.06%2.07%Q2 2021Q3 20212
Graham Capital Management, L.P. 220.01%0.01%0.01%Q2 2023Q3 20232
Braun-Bostich & Associates Inc. 220.00%0.00%0.00%Q1 2020Q2 20202
AIA Investment Management Private Ltd 220.00%0.00%0.00%Q2 2020Q3 20202
Fiduciary Planning LLC 220.06%0.06%0.06%Q4 2020Q1 20212
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q4 2022Q3 20232
Byrne Asset Management LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Pine Valley Investments Ltd Liability Co 220.06%0.07%0.08%Q2 2023Q3 20232
Magnus Financial Group LLC 220.03%0.03%0.03%Q1 2020Q2 20202
Oak Thistle LLC 110.26%0.52%0.78%Q1 2022Q3 20222
Ecofin Advisors Ltd 220.27%0.30%0.32%Q1 2020Q2 20202
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
Peoples Bank/KS 220.58%0.59%0.59%Q3 2023Q4 20232
CLEAR STREET MARKETS LLC 110.00%0.00%0.00%Q1 2022Q4 20222
AGF INVESTMENTS INC. 220.00%0.00%0.00%Q1 2020Q2 20202
GSA CAPITAL PARTNERS LLP 110.05%0.06%0.06%Q1 2020Q1 20232
PDT Partners, LLC 110.04%0.07%0.10%Q1 2020Q3 20222
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 220.04%0.04%0.04%Q2 2020Q3 20202
Alberta Investment Management Corp 220.00%0.00%0.00%Q1 2023Q2 20232
IEQ CAPITAL, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
QCI ASSET MANAGEMENT INC/NY 220.00%0.00%0.00%Q4 2019Q1 20202
Lenox Wealth Management, Inc. 220.00%0.00%0.00%Q1 2020Q2 20202
Mendota Financial Group, LLC 220.04%0.05%0.05%Q4 2022Q1 20232
Private Vista, LLC 220.08%0.09%0.11%Q1 2020Q2 20202
Sciencast Management LP 110.07%0.11%0.15%Q1 2021Q4 20212
CGC Financial Services, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
ELEMENT CAPITAL MANAGEMENT LLC 220.34%0.35%0.35%Q2 2023Q3 20232
Grandview Asset Management LLC 110.01%0.01%0.01%Q1 2021Q1 20211
361 CAPITAL LLC 110.10%0.10%0.10%Q2 2020Q2 20201
MCMILLION CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q1 2020Q1 20201
Catalyst Capital Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
ALLSTATE CORP 110.06%0.06%0.06%Q1 2022Q1 20221
Destiny Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 110.00%0.00%0.00%Q2 2021Q2 20211
Cetera Advisors LLC 110.00%0.00%0.00%Q4 2022Q4 20221
IBEX WEALTH ADVISORS 110.03%0.03%0.03%Q3 2021Q3 20211
Carmichael Hill & Associates, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
JS Capital Management LLC 110.03%0.03%0.03%Q2 2020Q2 20201
Widmann Financial Services, Inc. 110.10%0.10%0.10%Q4 2021Q4 20211
Pictet Asset Management Holding SA 110.26%0.26%0.26%Q3 2023Q3 20231
NORTHWEST INVESTMENT COUNSELORS, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Marshall Wace North America L.P. 110.00%0.00%0.00%Q1 2021Q1 20211
Total Clarity Wealth Management, Inc. 110.04%0.04%0.04%Q2 2022Q2 20221
Perpetual Ltd 110.00%0.00%0.00%Q3 2023Q3 20231
EdgeRock Capital LLC 110.00%0.00%0.00%Q3 2022Q3 20221
PUTNAM INVESTMENTS LLC 110.01%0.01%0.01%Q3 2022Q3 20221
MQS Management LLC 110.23%0.23%0.23%Q1 2023Q1 20231
Leucadia National 110.01%0.01%0.01%Q1 2023Q1 20231
FSB PREMIER WEALTH MANAGEMENT, INC. 110.01%0.01%0.01%Q4 2021Q4 20211
OPTIMUM INVESTMENT ADVISORS 110.00%0.00%0.00%Q2 2022Q2 20221
Willingdon Wealth Management 110.02%0.02%0.02%Q1 2020Q1 20201
First Capital Advisors Group, LLC. 110.02%0.02%0.02%Q2 2023Q2 20231
Municipal Employees' Retirement System of Michigan 110.05%0.05%0.05%Q1 2020Q1 20201
CASCADE INVESTMENT GROUP, INC. 110.49%0.49%0.49%Q4 2022Q4 20221
Harvest Fund Management Co., Ltd 110.00%0.00%0.00%Q2 2020Q2 20201
Regal Wealth Group, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Retirement Planning Co of New England, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
WELD CAPITAL MANAGEMENT LLC 110.29%0.29%0.29%Q1 2021Q1 20211
Eaton Financial Holdings Company, LLC 111.44%1.44%1.44%Q3 2023Q3 20231
LMR Partners LLP 110.06%0.06%0.06%Q3 2022Q3 20221
WINTON GROUP Ltd 110.01%0.01%0.01%Q1 2022Q1 20221
Bangor Savings Bank 110.00%0.00%0.00%Q1 2023Q1 20231
WIPFLI FINANCIAL ADVISORS LLC, 110.02%0.02%0.02%Q3 2022Q3 20221
Cordant, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Gratus Capital, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Founders Financial Alliance, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Laffer Tengler Investments, Inc. 110.01%0.01%0.01%Q1 2023Q1 20231
CSS LLC/IL 110.01%0.01%0.01%Q1 2020Q1 20201
Resolution Capital Ltd 110.00%0.00%0.00%Q3 2022Q3 20221
Highlander Capital Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Conrad Siegel Investment Advisors, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Osborn Williams & Donohoe LLC 110.24%0.24%0.24%Q1 2020Q1 20201
CoreFirst Bank & Trust 110.00%0.00%0.00%Q2 2022Q2 20221
QRG CAPITAL MANAGEMENT, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
GTS SECURITIES LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Capital Wealth Planning, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
Delos Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Lebenthal Global Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
FENIMORE ASSET MANAGEMENT INC 110.99%0.99%0.99%Q1 2020Q1 20201
Athanor Capital, LP 110.01%0.01%0.01%Q1 2021Q1 20211
Grantham, Mayo, Van Otterloo & Co. LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Aurora Private Wealth, Inc. 110.10%0.10%0.10%Q1 2020Q1 20201
Solstein Capital, LLC 110.05%0.05%0.05%Q1 2020Q1 20201
Prestige Wealth Management Group LLC 110.00%0.00%0.00%Q4 2020Q4 20201
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 110.21%0.21%0.21%Q1 2022Q1 20221
BIVIN & ASSOCIATES, INC. 110.01%0.01%0.01%Q4 2021Q4 20211
Millburn Ridgefield Corp 110.00%0.00%0.00%Q3 2023Q3 20231
Confluence Wealth Services, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Atria Investments, Inc 110.03%0.03%0.03%Q1 2020Q1 20201
ROMANO BROTHERS AND COMPANY 110.01%0.01%0.01%Q4 2022Q4 20221
Kula Investments, LLC 110.08%0.08%0.08%Q1 2023Q1 20231
Watson Rebecca 110.00%0.00%0.00%Q2 2020Q2 20201
BALASA DINVERNO & FOLTZ LLC 110.03%0.03%0.03%Q1 2020Q1 20201
Koshinski Asset Management, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Desjardins Global Asset Management Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
CSat Investment Advisory, L.P. 110.00%0.00%0.00%Q1 2020Q1 20201
Ballentine Partners, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Exos TFP Holdings LLC 110.03%0.03%0.03%Q3 2022Q3 20221
New England Capital Financial Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Amplius Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
iSAM Funds (UK) Ltd 110.96%0.96%0.96%Q2 2023Q2 20231
Moreno Evelyn V 110.04%0.04%0.04%Q1 2022Q1 20221
Cordatus Wealth Management LLC 110.09%0.09%0.09%Q2 2023Q2 20231
Connor, Clark & Lunn Investment Management Ltd. 110.00%0.00%0.00%Q1 2020Q1 20201
Gitterman Wealth Management, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Reby Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Castle Financial & Retirement Planning Associates, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
BAR HARBOR TRUST SERVICES 110.00%0.00%0.00%Q2 2022Q2 20221
HARBOR INVESTMENT ADVISORY, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Petrus Trust Company, LTA 110.04%0.04%0.04%Q1 2023Q1 20231
Brookstone Capital Management 110.00%0.00%0.00%Q4 2022Q4 20221
Pearl River Capital, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Red Tortoise LLC 110.00%0.00%0.00%Q4 2022Q4 20221
EWG Elevate Inc. 110.02%0.02%0.02%Q4 2022Q4 20221
WOLFF WIESE MAGANA LLC 110.00%0.00%0.00%Q3 2022Q3 20221
ACG Wealth 110.01%0.01%0.01%Q2 2022Q2 20221
Zions Bancorporation, N.A. 110.00%0.00%0.00%Q3 2021Q3 20211
Tradition Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
AQR Arbitrage LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Parallax Volatility Advisers, L.P. 110.00%0.00%0.00%Q1 2020Q1 20201
Maryland Capital Management 110.02%0.02%0.02%Q3 2022Q3 20221
Headlands Technologies LLC 110.00%0.00%0.00%Q2 2023Q2 20231
USCA RIA LLC 110.09%0.09%0.09%Q1 2020Q1 20201
Darwin Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Coppell Advisory Solutions Corp. 110.01%0.01%0.01%Q4 2022Q4 20221
COMERICA SECURITIES,INC. 110.00%0.00%0.00%Q4 2022Q4 20221
Laurion Capital Management LP 110.01%0.01%0.01%Q1 2020Q1 20201
Voya Financial Advisors, Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
Trust Co 110.01%0.01%0.01%Q4 2020Q4 20201
1832 Asset Management L.P. 110.00%0.00%0.00%Q1 2022Q1 20221
Baltimore-Washington Financial Advisors, Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
PSI Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
FIRST NATIONAL TRUST CO 110.02%0.02%0.02%Q1 2020Q1 20201
Lombard Odier Asset Management (Europe) Ltd 110.13%0.13%0.13%Q4 2020Q4 20201
Yorktown Management & Research Co Inc 110.21%0.21%0.21%Q1 2020Q1 20201
TSFG, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Castleview Partners, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
NFJ INVESTMENT GROUP, LLC 110.25%0.25%0.25%Q3 2023Q3 20231
Aldebaran Financial Inc. 110.48%0.48%0.48%Q1 2020Q1 20201
Inspire Investing, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
CHILDRESS CAPITAL ADVISORS, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
CIBC WORLD MARKETS CORP 110.01%0.01%0.01%Q1 2021Q1 20211
MML INVESTORS SERVICES, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Masso Torrence Wealth Management Inc. 110.05%0.05%0.05%Q4 2021Q4 20211
Strategic Blueprint, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Capital Square, LLC 110.03%0.03%0.03%Q1 2020Q1 20201
Hightower 6M Holding, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
MOORE CAPITAL MANAGEMENT, LP 110.02%0.02%0.02%Q2 2022Q2 20221
Quarry LP 110.01%0.01%0.01%Q2 2023Q2 20231
Corton Capital Inc. 110.11%0.11%0.11%Q2 2023Q2 20231
Asset Advisors Investment Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
CTC Capital Management, LLC 110.58%0.58%0.58%Q1 2022Q1 20221
Sugarloaf Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Fiduciary Trust Co International of Pennsylvania 110.17%0.17%0.17%Q1 2020Q1 20201
Atlantic Private Wealth, LLC 110.03%0.03%0.03%Q1 2023Q1 20231
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
3Chopt Investment Partners, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
PineBridge Investments, L.P. 110.00%0.00%0.00%Q2 2020Q2 20201
Beaird Harris Wealth Management, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
CHICAGO EQUITY PARTNERS LLC 110.05%0.05%0.05%Q1 2020Q1 20201
Freedman Financial Associates, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
FINANCIAL COUNSELORS INC 110.00%0.00%0.00%Q2 2021Q2 20211
Parisi Gray Wealth Management 110.00%0.00%0.00%Q2 2021Q2 20211
INCEPTIONR LLC 110.31%0.31%0.31%Q1 2023Q1 20231
Safeguard Investment Advisory Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Personal Wealth Partners 110.00%0.00%0.00%Q2 2021Q2 20211
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Ellsworth Advisors, LLC 110.08%0.08%0.08%Q1 2022Q1 20221
Boston Trust Walden Corp 110.05%0.05%0.05%Q3 2023Q3 20231
BNP PARIBAS FINANCIAL MARKETS 110.02%0.02%0.02%Q3 2022Q3 20221
PIEDMONT INVESTMENT ADVISORS INC 110.03%0.03%0.03%Q1 2020Q1 20201
WOLVERINE ASSET MANAGEMENT LLC 110.02%0.02%0.02%Q4 2020Q4 20201
MGO ONE SEVEN LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Capitolis Advisors LLC 110.01%0.01%0.01%Q4 2021Q4 20211
CALTON & ASSOCIATES, INC. 110.06%0.06%0.06%Q4 2021Q4 20211
Provident Wealth Management, LLC 110.06%0.06%0.06%Q3 2020Q3 20201
CIBC WORLD MARKET INC. 110.01%0.01%0.01%Q4 2021Q4 20211
Capital Asset Advisory Services LLC 110.02%0.02%0.02%Q4 2020Q4 20201
TWO SIGMA SECURITIES, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
LONGFELLOW INVESTMENT MANAGEMENT CO LLC 110.06%0.06%0.06%Q3 2023Q3 20231
JUMP TRADING, LLC 110.28%0.28%0.28%Q2 2020Q2 20201
Machina Capital S.A.S. 110.01%0.01%0.01%Q1 2023Q1 20231
Mercer Capital Advisers, Inc. 110.01%0.01%0.01%Q1 2020Q1 20201
LGT Financial Advisors LLC 110.02%0.02%0.02%Q3 2023Q3 20231
6 Meridian 110.02%0.02%0.02%Q4 2021Q4 20211
Principle Wealth Partners LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Heritage Financial Services, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Penserra Capital Management LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Fulcrum Asset Management LLP 110.08%0.08%0.08%Q4 2021Q4 20211
Arden Trust Co 110.02%0.02%0.02%Q1 2020Q1 20201
Elequin Capital, LP 110.00%0.00%0.00%Q1 2022Q1 20221
Tuttle Capital Management, LLC 110.18%0.18%0.18%Q3 2020Q3 20201
Amalgamated Financial Corp. 110.06%0.06%0.06%Q1 2022Q1 20221
Birchcreek Wealth Management, LLC 110.08%0.08%0.08%Q4 2020Q4 20201
PACES FERRY WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Acrisure Capital Management, LLC 110.52%0.52%0.52%Q1 2023Q1 20231
25 LLC 110.00%0.00%0.00%Q2 2023Q2 20231
JAMES INVESTMENT RESEARCH INC 110.01%0.01%0.01%Q1 2020Q1 20201
Snowden Capital Advisors LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
Golden State Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Fortis Advisors, LLC 110.10%0.10%0.10%Q1 2020Q1 20201
Royal Fund Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Capula Management Ltd 110.00%0.00%0.00%Q3 2022Q3 20221
TFO Wealth Partners, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
CALDWELL SUTTER CAPITAL, INC. 110.00%0.00%0.00%Q2 2023Q2 20231
TELEMUS CAPITAL, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
BOSTON FINANCIAL MANGEMENT LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Kovack Advisors, Inc. 110.08%0.08%0.08%Q1 2020Q1 20201
VitalStone Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Washington Trust Advisors, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
GSG Advisors LLC 110.17%0.17%0.17%Q3 2023Q3 20231
BARINGS LLC 110.01%0.01%0.01%Q4 2022Q4 20221
CARLSON CAPITAL L P 110.46%0.46%0.46%Q1 2020Q1 20201
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Cornerstone Advisory, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Regent Peak Wealth Advisors LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Lighthouse Investment Partners, LLC 110.54%0.54%0.54%Q3 2023Q3 20231
Wealthfront Advisers LLC 110.00%0.00%0.00%Q4 2021Q4 20211
FIRST MIDWEST BANK TRUST DIVISION 110.03%0.03%0.03%Q4 2021Q4 20211
Cerebellum GP, LLC 110.25%0.25%0.25%Q3 2020Q3 20201
Ten Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Venture Visionary Partners LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Next Capital Management LLC 110.08%0.08%0.08%Q1 2020Q1 20201
Point72 Middle East FZE 110.04%0.04%0.04%Q2 2023Q2 20231
West Tower Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
My Personal CFO, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Accurate Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Retirement Group, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Iron Horse Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Syverson Strege & Co 110.00%0.00%0.00%Q1 2021Q1 20211
External links

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