EVERCORE INC shareholder history

Current and past EVERCORE INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.00%0.01%Q2 2013Q3 2023117
Citadel Advisors 42420.00%0.01%0.05%Q2 2013Q3 202390
Walleye Trading LLC 1210.00%0.00%0.02%Q2 2015Q3 202358
GOLDMAN SACHS GROUP INC 4240.00%0.01%0.04%Q1 2012Q3 202346
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202343
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 43430.01%0.01%0.01%Q1 2013Q3 202343
CREDIT SUISSE AG/ 43430.00%0.00%0.02%Q1 2013Q3 202343
MILLENNIUM MANAGEMENT LLC 42420.00%0.05%0.16%Q2 2013Q3 202343
NORTHERN TRUST CORP 42420.00%0.01%0.01%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.01%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.01%0.03%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.02%0.06%Q2 2013Q3 202342
FRANKLIN RESOURCES INC 42420.01%0.01%0.02%Q2 2013Q3 202342
GEODE CAPITAL MANAGEMENT, LLC 42420.01%0.01%0.02%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.02%0.03%0.04%Q2 2013Q3 202342
Nuveen Asset Management, LLC 42420.01%0.10%0.38%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 42420.00%0.02%0.05%Q2 2013Q3 202342
STATE STREET CORP 42420.00%0.01%0.01%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.01%Q2 2013Q3 202342
AMERICAN CENTURY COMPANIES INC 42420.00%0.03%0.08%Q2 2013Q3 202342
STATE OF WISCONSIN INVESTMENT BOARD 42420.03%0.05%0.09%Q2 2013Q3 202342
Swiss National Bank 42420.00%0.01%0.01%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.00%0.01%0.02%Q2 2013Q3 202342
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 42420.00%0.01%0.02%Q2 2013Q3 202342
RHUMBLINE ADVISERS 42420.00%0.01%0.02%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.01%0.03%Q2 2013Q3 202342
ESSEX INVESTMENT MANAGEMENT CO LLC 42420.13%0.23%0.64%Q2 2013Q3 202342
UBS ASSET MANAGEMENT AMERICAS INC 42420.00%0.00%0.01%Q2 2013Q3 202342
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42420.01%0.02%0.04%Q2 2013Q3 202342
MACQUARIE GROUP LTD 42420.00%0.03%0.08%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.02%Q2 2013Q3 202342
BlackRock Inc. 42420.00%0.01%0.03%Q2 2013Q3 202342
BARCLAYS PLC 42420.00%0.00%0.01%Q2 2013Q3 202342
PRUDENTIAL FINANCIAL INC 42420.00%0.02%0.12%Q2 2013Q3 202342
VANGUARD GROUP INC 42420.01%0.01%0.02%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.01%Q2 2013Q3 202342
NEW YORK STATE COMMON RETIREMENT FUND 42420.00%0.02%0.04%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.01%0.02%Q2 2013Q3 202342
PRINCIPAL FINANCIAL GROUP INC 42420.00%0.02%0.05%Q2 2013Q3 202342
AMERICAN INTERNATIONAL GROUP, INC. 42420.01%0.02%0.05%Q2 2013Q3 202342
VOYA INVESTMENT MANAGEMENT LLC 42420.00%0.04%0.14%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.01%0.02%Q2 2013Q3 202342
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 42420.00%0.01%0.01%Q2 2013Q3 202342
ALLIANCEBERNSTEIN L.P. 42420.00%0.00%0.01%Q2 2013Q3 202342
WOLVERINE TRADING, LLC 610.00%0.00%0.00%Q2 2016Q3 202341
WELLINGTON MANAGEMENT GROUP LLP 41410.00%0.01%0.04%Q3 2013Q3 202341
THRIVENT FINANCIAL FOR LUTHERANS 41410.00%0.03%0.12%Q3 2013Q3 202341
PNC FINANCIAL SERVICES GROUP, INC. 28130.00%0.00%0.00%Q2 2013Q3 202341
BNP PARIBAS FINANCIAL MARKETS 3560.00%0.00%0.04%Q2 2013Q3 202341
D. E. Shaw & Co., Inc. 2010.00%0.00%0.02%Q2 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.02%Q2 2013Q3 202341
TEXAS PERMANENT SCHOOL FUND CORP 41410.02%0.03%0.05%Q3 2013Q3 202341
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 41410.00%0.01%0.02%Q3 2013Q3 202341
RAYMOND JAMES & ASSOCIATES 3650.00%0.01%0.02%Q2 2013Q3 202341
GLENMEDE TRUST CO NA 3740.00%0.10%0.25%Q3 2009Q3 202341
LPL Financial LLC 29120.00%0.01%0.02%Q2 2013Q3 202341
DEUTSCHE BANK AG\ 41410.00%0.01%0.03%Q3 2013Q3 202341
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 3460.00%0.01%0.03%Q2 2013Q3 202340
Arizona State Retirement System 3370.01%0.02%0.06%Q2 2013Q3 202340
Louisiana State Employees Retirement System 40400.02%0.04%0.07%Q4 2013Q3 202340
GREAT WEST LIFE ASSURANCE CO /CAN/ 40400.00%0.01%0.01%Q4 2013Q3 202340
Janney Montgomery Scott LLC 29110.00%0.01%0.01%Q3 2013Q3 202340
PEAK6 Group LLC 1030.00%0.01%0.03%Q2 2013Q2 201840
PRICE T ROWE ASSOCIATES INC /MD/ 40400.00%0.00%0.00%Q4 2013Q3 202340
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 3550.00%0.02%0.04%Q3 2013Q3 202340
COMERICA BANK 3810.01%0.03%0.08%Q3 2013Q3 202339
AQR Capital Management 3270.00%0.02%0.07%Q2 2013Q3 202339
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.00%0.00%Q3 2013Q3 202339
PANAGORA ASSET MANAGEMENT INC 39390.00%0.07%0.20%Q2 2013Q4 202239
FIFTH THIRD BANCORP 39390.00%0.05%0.18%Q1 2014Q3 202339
Renaissance Technologies 3090.00%0.05%0.14%Q2 2013Q3 202339
FIRST TRUST ADVISORS LP 27110.00%0.02%0.05%Q4 2013Q3 202338
Advisors Asset Management, Inc. 3080.00%0.03%0.10%Q3 2013Q3 202338
State of Tennessee, Treasury Department 2180.01%0.02%0.06%Q3 2013Q3 202338
Legal & General Group Plc 37370.00%0.00%0.01%Q3 2014Q3 202337
TWO SIGMA ADVISERS, LP 3120.00%0.02%0.04%Q3 2013Q3 202337
ENVESTNET ASSET MANAGEMENT INC 3310.00%0.00%0.01%Q4 2013Q3 202337
ProShare Advisors LLC 1710.00%0.01%0.11%Q2 2013Q3 202337
Gotham Asset Management, LLC 2010.00%0.03%0.10%Q2 2013Q3 202337
South Dakota Investment Council 37370.01%0.07%0.12%Q3 2014Q3 202337
BAHL & GAYNOR INC 36360.04%0.19%0.46%Q4 2014Q3 202336
NORGES BANK 36360.00%0.01%0.02%Q1 2014Q4 202236
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 36360.14%0.46%1.40%Q4 2014Q3 202336
SEI INVESTMENTS CO 36360.00%0.01%0.04%Q4 2014Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.00%0.01%0.02%Q2 2013Q1 202236
Tower Research Capital LLC (TRC) 2510.00%0.01%0.13%Q3 2013Q3 202335
Zurcher Kantonalbank (Zurich Cantonalbank) 35350.00%0.00%0.00%Q1 2015Q3 202335
PEAK6 Investments LLC 710.00%0.00%0.01%Q3 2018Q3 202335
JACOBS LEVY EQUITY MANAGEMENT, INC 1510.00%0.12%0.37%Q3 2013Q3 202335
DELTEC ASSET MANAGEMENT LLC 35350.06%0.10%0.18%Q1 2015Q3 202335
LOS ANGELES CAPITAL MANAGEMENT LLC 35350.00%0.04%0.30%Q4 2014Q2 202335
METROPOLITAN LIFE INSURANCE CO/NY 35350.01%0.01%0.03%Q2 2013Q4 202135
FMR LLC 2140.00%0.00%0.03%Q2 2013Q3 202334
TEACHER RETIREMENT SYSTEM OF TEXAS 22120.00%0.00%0.02%Q2 2013Q3 202334
SIT INVESTMENT ASSOCIATES INC 34340.00%0.01%0.02%Q2 2015Q3 202334
PineBridge Investments, L.P. 2030.00%0.01%0.06%Q2 2013Q3 202334
Employees Retirement System of Texas 34340.01%0.04%0.07%Q1 2014Q2 202234
DUPONT CAPITAL MANAGEMENT CORP 34340.00%0.06%0.14%Q1 2015Q2 202334
OLD NATIONAL BANCORP /IN/ 2760.01%0.03%0.05%Q2 2013Q4 202133
First Horizon Advisors, Inc. 1520.00%0.00%0.01%Q1 2012Q3 202333
Copeland Capital Management, LLC 33330.00%1.11%1.82%Q4 2014Q4 202233
HUNTINGTON NATIONAL BANK 22110.00%0.02%0.18%Q1 2014Q3 202333
VIRGINIA RETIREMENT SYSTEMS ET AL 2410.00%0.03%0.31%Q4 2013Q1 202333
QUADRANT CAPITAL GROUP LLC 32320.00%0.01%0.02%Q4 2015Q3 202332
HUDSON EDGE INVESTMENT PARTNERS INC. 32320.02%0.15%0.26%Q4 2015Q3 202332
Retirement Systems of Alabama 32320.02%0.05%0.08%Q4 2015Q3 202332
TCW GROUP INC 3110.01%0.02%0.03%Q4 2014Q2 202332
LORD, ABBETT & CO. LLC 1220.00%0.09%0.33%Q2 2013Q3 202332
FIRST MERCANTILE TRUST CO 2560.01%0.02%0.07%Q2 2013Q3 202131
Channing Capital Management, LLC 2740.98%1.98%2.83%Q2 2013Q3 202331
NISA INVESTMENT ADVISORS, LLC 31310.00%0.01%0.05%Q1 2016Q3 202331
JANE STREET GROUP, LLC 1410.00%0.00%0.04%Q4 2017Q3 202331
ACADIAN ASSET MANAGEMENT LLC 2120.00%0.02%0.18%Q3 2013Q4 202231
SG Americas Securities, LLC 1410.00%0.01%0.02%Q2 2013Q3 202331
IFP Advisors, Inc 17140.00%0.02%0.06%Q4 2015Q3 202331
PROFUND ADVISORS LLC 2140.01%0.02%0.04%Q3 2013Q4 202130
TRUIST FINANCIAL CORP 30300.00%0.03%0.08%Q2 2016Q3 202330
MASON STREET ADVISORS, LLC 30300.00%0.02%0.05%Q3 2013Q4 202030
HSBC HOLDINGS PLC 30300.00%0.00%0.01%Q2 2016Q3 202330
AMALGAMATED BANK 30300.01%0.02%0.04%Q2 2016Q3 202330
SCHRODER INVESTMENT MANAGEMENT GROUP 2720.00%0.02%0.07%Q4 2013Q3 202329
PEREGRINE CAPITAL MANAGEMENT LLC 29290.25%0.61%1.00%Q3 2016Q3 202329
ALPS ADVISORS INC 1260.00%0.01%0.16%Q1 2014Q3 202329
NORDEA INVESTMENT MANAGEMENT AB 2720.00%0.01%0.01%Q1 2015Q3 202329
STIFEL FINANCIAL CORP 2630.00%0.01%0.03%Q1 2014Q3 202329
FEDERATED HERMES, INC. 2720.00%0.01%0.07%Q4 2013Q3 202329
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 2710.00%0.04%0.06%Q1 2015Q3 202328
Russell Investments Group, Ltd. 28280.00%0.02%0.04%Q4 2016Q3 202328
CORNERCAP INVESTMENT COUNSEL INC 2610.04%0.13%0.20%Q2 2013Q2 202328
Steward Partners Investment Advisory, LLC 28280.00%0.02%0.08%Q4 2016Q3 202328
VICTORY CAPITAL MANAGEMENT INC 17110.00%0.02%0.08%Q2 2015Q3 202328
MACKENZIE FINANCIAL CORP 28280.00%0.02%0.06%Q4 2016Q3 202328
SIGNATUREFD, LLC 2350.00%0.00%0.00%Q3 2015Q3 202328
Ameritas Investment Partners, Inc. 28280.01%0.04%0.06%Q4 2016Q3 202328
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.00%Q2 2013Q4 201927
QS Investors, LLC 27270.00%0.05%0.08%Q4 2014Q2 202127
State of Alaska, Department of Revenue 2250.01%0.02%0.06%Q4 2016Q3 202327
CAMPBELL NEWMAN ASSET MANAGEMENT INC 27270.04%0.08%0.12%Q1 2017Q3 202327
Morse Asset Management, Inc 27270.59%0.87%1.26%Q1 2017Q3 202327
MEEDER ASSET MANAGEMENT INC 2430.00%0.02%0.10%Q3 2015Q4 202227
Fisher Asset Management, LLC 27270.00%0.01%0.03%Q1 2017Q3 202327
Tradewinds Capital Management, LLC 27270.00%0.00%0.00%Q1 2017Q3 202327
SMITH ASSET MANAGEMENT GROUP LP 27270.00%0.07%0.17%Q2 2013Q4 201927
CCM INVESTMENT ADVISERS LLC 27270.99%1.47%2.04%Q1 2017Q3 202327
Raymond James Financial Services Advisors, Inc. 14130.00%0.00%0.01%Q4 2016Q3 202327
JAMES INVESTMENT RESEARCH INC 27270.00%0.08%0.16%Q1 2017Q3 202327
Sarasin & Partners LLP 26260.02%0.04%0.05%Q2 2017Q3 202326
HALSEY ASSOCIATES INC/CT 26260.27%1.58%2.92%Q2 2013Q3 201926
GREAT LAKES ADVISORS, LLC 13130.00%0.15%0.48%Q3 2015Q3 202326
REGIONS FINANCIAL CORP 2150.00%0.01%0.01%Q2 2013Q3 202226
BESSEMER GROUP INC 1310.00%0.00%0.00%Q4 2013Q3 202326
BOSTON ADVISORS LLC 26260.01%0.13%0.39%Q2 2013Q3 201926
GLOBEFLEX CAPITAL L P 1330.08%0.24%0.53%Q1 2014Q2 202326
Brandywine Global Investment Management, LLC 26260.01%0.06%0.11%Q2 2017Q3 202326
Plante Moran Financial Advisors, LLC 2240.00%0.00%0.00%Q1 2016Q2 202326
STRS OHIO 1310.00%0.02%0.13%Q2 2013Q3 202326
ROYCE & ASSOCIATES LP 1720.00%0.12%0.33%Q2 2013Q3 202325
Bridge City Capital, LLC 25250.36%0.54%0.68%Q3 2017Q3 202325
BNP Paribas Asset Management Holding S.A. 2410.00%0.05%0.08%Q2 2015Q4 202125
Crossmark Global Holdings, Inc. 1410.01%0.01%0.03%Q3 2016Q3 202325
Harbor Advisors LLC 25250.01%0.36%0.51%Q3 2017Q3 202325
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1310.00%0.03%0.09%Q2 2013Q3 202325
First Bank & Trust 2310.00%0.08%0.25%Q4 2016Q3 202325
Parkside Financial Bank & Trust 1960.00%0.01%0.02%Q4 2016Q3 202325
Quantbot Technologies LP 910.00%0.03%0.14%Q1 2014Q3 202224
Pier Capital, LLC 1810.50%1.18%1.70%Q1 2016Q3 202324
Allianz Asset Management GmbH 1210.00%0.00%0.02%Q1 2016Q3 202324
EAGLE ASSET MANAGEMENT INC 24240.01%0.03%0.06%Q2 2013Q1 201924
Cadence Bank 24240.05%0.10%0.21%Q4 2017Q3 202324
MetLife Investment Management, LLC 24240.02%0.02%0.04%Q4 2017Q3 202324
BALYASNY ASSET MANAGEMENT L.P. 1110.00%0.06%0.27%Q3 2014Q3 202324
APG Asset Management N.V. 2130.00%0.03%0.12%Q3 2017Q3 202324
Squarepoint Ops LLC 1410.00%0.03%0.11%Q4 2016Q3 202324
Front Row Advisors LLC 24240.00%0.08%0.70%Q4 2017Q3 202324
TEACHERS ADVISORS, LLC 24240.01%0.03%0.06%Q2 2013Q1 201924
Evercore Wealth Management, LLC 1010.00%0.03%0.18%Q2 2013Q3 202324
TIAA CREF INVESTMENT MANAGEMENT LLC 24240.01%0.01%0.02%Q2 2013Q1 201924
FDx Advisors, Inc. 1810.01%0.02%0.05%Q4 2013Q2 202124
J.P. Morgan Private Wealth Advisors LLC 24240.01%0.02%0.04%Q4 2017Q3 202324
Municipal Employees' Retirement System of Michigan 1860.01%0.04%0.08%Q1 2014Q1 202024
Cubist Systematic Strategies, LLC 1610.00%0.06%0.23%Q3 2014Q1 202324
Aperio Group, LLC 24240.00%0.00%0.01%Q1 2015Q4 202024
Parallel Advisors, LLC 2210.00%0.00%0.02%Q4 2016Q3 202324
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 24240.00%0.00%0.00%Q4 2017Q3 202324
ASSETMARK, INC 24240.00%0.02%0.10%Q4 2017Q3 202324
CANADA PENSION PLAN INVESTMENT BOARD 2040.00%0.00%0.01%Q3 2017Q3 202324
Allworth Financial LP 23230.00%0.00%0.00%Q1 2018Q3 202323
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 23230.01%0.02%0.03%Q1 2018Q3 202323
Ceredex Value Advisors LLC 23230.07%0.46%0.87%Q1 2018Q3 202323
SECURIAN ASSET MANAGEMENT, INC 23230.01%0.01%0.01%Q1 2018Q3 202323
FULLER & THALER ASSET MANAGEMENT, INC. 1490.00%0.16%0.57%Q2 2016Q3 202323
LS Investment Advisors, LLC 2120.00%0.01%0.02%Q2 2015Q1 202123
Advisory Services Network, LLC 1310.00%0.01%0.12%Q1 2015Q3 202323
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 23230.01%0.01%0.02%Q1 2018Q3 202323
STATE OF MICHIGAN RETIREMENT SYSTEM 23230.01%0.01%0.01%Q1 2018Q3 202323
Man Group plc 23230.04%0.09%0.16%Q1 2018Q3 202323
Snowden Capital Advisors LLC 1940.01%0.12%0.24%Q4 2016Q3 202223
MARTINGALE ASSET MANAGEMENT L P 1210.00%0.07%0.15%Q2 2013Q3 202323
CAPTRUST FINANCIAL ADVISORS 1670.00%0.00%0.01%Q4 2017Q3 202323
SHELTON CAPITAL MANAGEMENT 1340.01%0.01%0.02%Q4 2016Q3 202323
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 23230.02%0.03%0.04%Q1 2018Q3 202323
Hillsdale Investment Management Inc. 1210.00%0.08%0.26%Q1 2014Q2 202322
TUDOR INVESTMENT CORP ET AL 710.00%0.02%0.07%Q2 2013Q2 202322
Forward Management, LLC 22220.02%0.05%0.09%Q2 2013Q3 201822
WINTON GROUP Ltd 1840.00%0.07%0.37%Q1 2018Q3 202322
Paloma Partners Management Co 510.00%0.03%0.21%Q4 2013Q1 202222
PRELUDE CAPITAL MANAGEMENT, LLC 1110.00%0.01%0.15%Q1 2013Q2 202222
CHARTWELL INVESTMENT PARTNERS, LLC 22220.09%0.28%0.79%Q2 2014Q3 201922
NumerixS Investment Technologies Inc 2020.01%0.05%0.13%Q4 2014Q2 202022
Dynamic Technology Lab Private Ltd 410.05%0.16%0.46%Q2 2014Q1 202322
Treasurer of the State of North Carolina 22220.01%0.01%0.02%Q2 2018Q3 202322
OppenheimerFunds, Inc. 1480.00%0.02%0.03%Q1 2013Q1 201922
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 22220.01%0.02%0.02%Q2 2018Q3 202322
Engineers Gate Manager LP 610.01%0.14%0.45%Q4 2014Q1 202321
SHELL ASSET MANAGEMENT CO 21210.01%0.01%0.02%Q3 2018Q3 202321
LAZARD ASSET MANAGEMENT LLC 1010.00%0.01%0.02%Q1 2017Q3 202321
DekaBank Deutsche Girozentrale 820.00%0.01%0.04%Q2 2015Q2 202221
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.01%Q3 2018Q3 202321
SCOUT INVESTMENTS, INC. 1710.11%0.71%1.79%Q1 2016Q3 202321
PUBLIC SECTOR PENSION INVESTMENT BOARD 1810.00%0.02%0.03%Q3 2013Q1 202121
ZACKS INVESTMENT MANAGEMENT 1410.02%0.06%0.19%Q4 2013Q1 202221
Covington Capital Management 21210.04%0.08%0.12%Q3 2017Q3 202221
Rockefeller Capital Management L.P. 20200.00%0.01%0.06%Q4 2018Q3 202320
JANUS HENDERSON GROUP PLC 1710.00%0.01%0.02%Q2 2018Q3 202320
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 810.12%0.28%0.50%Q3 2013Q4 202120
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 850.00%0.02%0.05%Q2 2013Q3 202320
Boston Partners 1910.00%0.08%0.28%Q1 2017Q3 202320
CWM, LLC 1280.00%0.00%0.00%Q3 2018Q3 202320
STEVENS CAPITAL MANAGEMENT LP 1010.02%0.06%0.12%Q3 2013Q3 201920
Lindbrook Capital, LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
D.A. DAVIDSON & CO. 1550.00%0.00%0.01%Q2 2013Q3 202120
GSA CAPITAL PARTNERS LLP 1010.02%0.08%0.28%Q3 2013Q2 202220
FRONTIER CAPITAL MANAGEMENT CO LLC 1460.24%0.36%0.59%Q1 2018Q3 202320
FLAGSHIP HARBOR ADVISORS, LLC 1120.00%0.03%0.06%Q2 2018Q3 202319
Capital Impact Advisors, LLC 1090.00%0.60%1.32%Q4 2013Q2 202319
Trexquant Investment LP 610.02%0.11%0.26%Q4 2014Q2 202219
SEGALL BRYANT & HAMILL, LLC 1540.00%0.04%0.17%Q2 2018Q3 202319
VAN ECK ASSOCIATES CORP 19190.00%0.00%0.01%Q1 2019Q3 202319
KEYBANK NATIONAL ASSOCIATION/OH 1210.00%0.01%0.01%Q1 2016Q3 202319
HIGHBRIDGE CAPITAL MANAGEMENT LLC 620.00%0.06%0.24%Q1 2014Q1 201819
FinTrust Capital Advisors, LLC 19190.00%0.01%0.05%Q4 2018Q2 202319
SIMPLEX TRADING, LLC 310.00%0.00%0.04%Q2 2015Q3 202319
Jupiter Investment Management Ltd 1810.00%0.27%0.60%Q3 2015Q2 202019
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 1540.07%0.12%0.20%Q4 2017Q3 202319
Vident Investment Advisory, LLC 1080.05%0.11%0.25%Q1 2017Q2 202318
CAPITAL FUND MANAGEMENT S.A. 410.00%0.03%0.09%Q3 2013Q2 202218
COMMONWEALTH EQUITY SERVICES, LLC 1010.00%0.00%0.00%Q1 2018Q3 202318
Nationwide Fund Advisors 18180.01%0.02%0.04%Q2 2013Q3 201718
SENTINEL ASSET MANAGEMENT, INC. 18180.19%0.33%0.44%Q2 2013Q3 201718
TWO SIGMA INVESTMENTS, LP 410.00%0.01%0.05%Q2 2013Q3 202318
Verition Fund Management LLC 510.00%0.03%0.08%Q2 2013Q2 202318
Yorktown Management & Research Co Inc 1340.04%0.13%0.37%Q3 2015Q3 202317
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 17170.12%0.29%0.50%Q3 2019Q3 202317
United Asset Strategies, Inc. 930.57%0.73%0.97%Q2 2015Q4 201917
abrdn Investment Management Ltd 17170.03%0.30%0.71%Q2 2013Q2 201717
Utah Retirement Systems 740.00%0.01%0.02%Q2 2018Q3 202317
Schonfeld Strategic Advisors LLC 1310.01%0.16%0.61%Q1 2016Q2 202317
Virtus Fund Advisers, LLC 1520.35%0.47%0.74%Q2 2014Q1 202317
RIVERHEAD CAPITAL MANAGEMENT LLC 17170.00%0.02%0.06%Q3 2015Q3 201917
Monarch Partners Asset Management LLC 1250.18%0.85%2.02%Q1 2014Q1 202117
LEUTHOLD GROUP, LLC 1210.03%0.50%0.84%Q2 2017Q1 202317
WEDGE CAPITAL MANAGEMENT L L P/NC 1430.00%0.25%0.53%Q2 2019Q3 202317
State of New Jersey Common Pension Fund D 17170.01%0.01%0.01%Q3 2019Q3 202317
Mitsubishi UFJ Trust & Banking Corp 17170.00%0.00%0.01%Q3 2019Q3 202317
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 1610.00%0.00%0.00%Q1 2019Q3 202317
Independent Portfolio Consultants, Inc. 17170.01%0.06%0.15%Q2 2013Q2 201717
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 17170.02%0.12%0.26%Q2 2017Q2 202117
Rafferty Asset Management, LLC 910.01%0.02%0.13%Q1 2017Q2 202217
Interval Partners, LP 520.03%0.13%0.37%Q4 2018Q3 202317
LOOMIS SAYLES & CO L P 910.00%0.00%0.00%Q4 2015Q1 202317
SUNTRUST BANKS INC 1520.00%0.06%0.25%Q2 2013Q3 201917
GW&K Investment Management, LLC 17170.00%0.02%0.05%Q3 2019Q3 202317
MML INVESTORS SERVICES, LLC 1250.00%0.00%0.01%Q3 2018Q3 202317
ELLINGTON MANAGEMENT GROUP LLC 410.03%0.22%0.69%Q4 2013Q1 202016
M&T BANK CORP 1220.00%0.00%0.00%Q3 2014Q3 202316
Hillcrest Asset Management LLC 16161.47%1.90%2.26%Q1 2018Q4 202116
SVB WEALTH LLC 16160.01%0.03%0.03%Q1 2015Q4 201816
Asset Management One Co., Ltd. 710.00%0.01%0.01%Q4 2013Q2 202316
Clark Capital Management Group, Inc. 1310.06%0.32%0.57%Q2 2017Q3 202316
BELLEVUE ASSET MANAGEMENT, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
CAPSTONE ASSET MANAGEMENT CO 16160.02%0.02%0.04%Q3 2013Q2 201716
PDT Partners, LLC 710.01%0.08%0.23%Q2 2013Q3 202316
RAINIER INVESTMENT MANAGEMENT LLC 930.12%0.67%2.51%Q2 2013Q4 201716
PALISADE CAPITAL MANAGEMENT, LP 16160.09%0.28%0.53%Q4 2012Q3 201616
Ariel Investments 16160.04%0.21%0.34%Q4 2019Q3 202316
Irving Magee Investment Management 16163.71%4.27%5.16%Q2 2013Q1 201716
HOHIMER WEALTH MANAGEMENT, LLC 16160.12%0.35%0.76%Q4 2019Q3 202316
Carmichael Hill & Associates, Inc. 16160.00%0.00%0.00%Q4 2019Q3 202316
Ensign Peak Advisors, Inc 16160.01%0.02%0.05%Q4 2019Q3 202316
OPTIMUM INVESTMENT ADVISORS 1240.00%0.01%0.02%Q3 2013Q4 202016
Nicholas Investment Partners, LP 710.16%0.40%0.82%Q3 2013Q3 202316
Ziegler Capital Management, LLC 15150.12%0.48%0.80%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
BlackRock Institutional Trust Company, N.A. 15150.01%0.01%0.01%Q2 2013Q4 201615
BlackRock Investment Management, LLC 15150.01%0.01%0.01%Q2 2013Q4 201615
BlackRock Fund Advisors 15150.01%0.03%0.04%Q2 2013Q4 201615
Pekin Hardy Strauss, Inc. 15150.19%0.86%1.44%Q1 2020Q3 202315
Origin Asset Management LLP 1010.01%0.43%1.36%Q4 2013Q1 202215
MGO ONE SEVEN LLC 1210.00%0.04%0.10%Q4 2017Q3 202315
TCI Wealth Advisors, Inc. 1320.00%0.00%0.01%Q2 2018Q1 202315
JENNISON ASSOCIATES LLC 910.00%0.03%0.09%Q2 2013Q2 201915
MOODY ALDRICH PARTNERS LLC 15150.13%1.26%2.11%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
BLACKROCK ADVISORS LLC 15150.00%0.00%0.02%Q2 2013Q4 201615
DENVER INVESTMENT ADVISORS LLC 630.01%0.06%0.12%Q4 2013Q1 201815
BlackRock Group LTD 15150.00%0.00%0.00%Q2 2013Q4 201615
Cutler Group LLC / CA 810.00%0.00%0.01%Q4 2015Q2 201915
AGF INVESTMENTS INC. 1130.00%0.06%0.10%Q4 2016Q3 202014
MSI Financial Services Inc 1310.00%0.00%0.00%Q2 2013Q4 201614
MALTESE CAPITAL MANAGEMENT LLC 510.07%0.39%0.87%Q2 2014Q2 202114
AEGON ASSET MANAGEMENT UK PLC 1040.02%0.07%0.20%Q1 2015Q4 201914
Fiera Capital Corp 14140.00%0.12%0.20%Q4 2016Q1 202014
Sutton Wealth Advisors Inc. 1110.00%0.02%0.04%Q1 2016Q4 202214
FLPUTNAM INVESTMENT MANAGEMENT CO 860.03%0.46%1.24%Q2 2013Q1 202214
Qube Research & Technologies Ltd 710.00%0.06%0.16%Q2 2018Q3 202314
CULLEN/FROST BANKERS, INC. 14140.00%0.00%0.00%Q4 2019Q1 202314
M&R CAPITAL MANAGEMENT INC 14140.00%0.00%0.01%Q3 2020Q4 202314
CENTRAL TRUST Co 1210.00%0.00%0.00%Q2 2017Q3 202314
Pacer Advisors, Inc. 610.00%0.02%0.06%Q2 2018Q3 202314
RATIONAL ADVISORS LLC 910.03%0.61%1.58%Q4 2011Q1 201614
BASSWOOD CAPITAL MANAGEMENT, L.L.C. 860.24%0.92%1.91%Q4 2019Q3 202314
Handelsbanken Fonder AB 14140.00%0.00%0.01%Q2 2020Q3 202314
ORRSTOWN FINANCIAL SERVICES INC 14140.00%0.03%0.07%Q2 2016Q3 201914
XPONANCE, INC. 14140.01%0.01%0.01%Q2 2020Q3 202314
Glassman Wealth Services 14140.00%0.00%0.00%Q2 2020Q3 202314
Gemmer Asset Management LLC 950.00%0.00%0.00%Q1 2014Q4 201914
CAROLINAS WEALTH CONSULTING LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
MARSHALL WACE, LLP 610.00%0.02%0.04%Q4 2016Q2 202313
CADENCE CAPITAL MANAGEMENT LLC 850.06%0.16%0.50%Q2 2013Q2 202013
CARILLON TOWER ADVISERS, INC. 13130.01%0.17%0.49%Q4 2017Q4 202013
Verdence Capital Advisors LLC 13130.27%0.35%0.44%Q3 2020Q3 202313
MUFG Americas Holdings Corp 610.00%0.00%0.00%Q1 2012Q2 202213
First Personal Financial Services 13130.00%0.00%0.02%Q2 2016Q2 201913
Jefferies Group LLC 610.00%0.00%0.01%Q2 2015Q4 202113
TimesSquare Capital Management, LLC 13130.17%0.41%0.66%Q2 2019Q2 202213
HELLMAN JORDAN MANAGEMENT CO INC /MA/ 1211.00%2.40%3.68%Q1 2014Q2 201713
Mount Yale Investment Advisors, LLC 510.01%0.03%0.04%Q1 2018Q3 202313
Neuberger Berman Group LLC 1010.00%0.00%0.01%Q2 2014Q1 202313
CI INVESTMENTS INC. 1210.00%0.00%0.00%Q3 2019Q3 202313
VOLORIDGE INVESTMENT MANAGEMENT, LLC 610.00%0.05%0.12%Q4 2016Q1 202313
Calamos Advisors LLC 1010.00%0.13%0.26%Q1 2014Q3 201813
CG Asset Management LLC 13130.70%0.93%1.38%Q4 2013Q4 201613
BAR HARBOR WEALTH MANAGEMENT 1030.02%0.04%0.06%Q3 2015Q4 201813
BRINKER CAPITAL INC 13130.02%0.04%0.06%Q4 2016Q4 201913
OPPENHEIMER ASSET MANAGEMENT INC. 13130.00%0.01%0.02%Q1 2017Q1 202013
Parallax Volatility Advisers, L.P. 620.00%0.00%0.00%Q4 2014Q4 201813
AXIOM INVESTORS LLC /DE 850.04%0.10%0.19%Q3 2013Q3 201813
MACKAY SHIELDS LLC 13130.00%0.08%0.24%Q1 2018Q1 202113
O'Shares Investment Advisers, LLC 760.09%0.14%0.21%Q4 2018Q1 202213
BERNZOTT CAPITAL ADVISORS 13132.05%2.67%3.50%Q3 2020Q3 202313
NOMURA HOLDINGS INC 310.00%0.01%0.07%Q4 2012Q3 202113
Key FInancial Inc 1210.00%0.01%0.01%Q1 2020Q3 202313
Brown Capital Management 13130.01%0.03%0.08%Q2 2015Q2 201813
Creative Planning 410.00%0.00%0.00%Q3 2013Q3 202313
American Portfolios Advisors 940.00%0.00%0.03%Q4 2017Q3 202213
BUCKHEAD CAPITAL MANAGEMENT LLC 13130.06%0.12%0.26%Q3 2020Q3 202313
Holocene Advisors, LP 510.01%0.04%0.16%Q4 2017Q3 202212
CHICAGO EQUITY PARTNERS LLC 930.02%0.12%0.24%Q3 2016Q3 201912
Junto Capital Management LP 510.96%3.09%6.36%Q4 2014Q4 202012
Elkfork Partners LLC 12120.01%0.02%0.05%Q4 2016Q3 201912
Berman Capital Advisors, LLC 12120.00%0.00%0.01%Q4 2018Q3 202112
VALLEY NATIONAL ADVISERS INC 12120.12%0.25%0.36%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
FIDUCIARY MANAGEMENT ASSOCIATES LLC 12120.97%1.21%1.56%Q2 2013Q1 201612
Versor Investments LP 1020.01%0.13%0.36%Q2 2017Q1 202212
FIRST HAWAIIAN BANK 530.00%0.02%0.04%Q3 2018Q3 202312
Flinton Capital Management LLC 12120.00%0.01%0.03%Q4 2016Q3 201912
Prana Capital Management, LP 310.03%0.22%0.67%Q1 2018Q3 202312
Glen Harbor Capital Management LLC 12120.00%0.01%0.03%Q4 2016Q3 201912
Pearl River Capital, LLC 1010.07%0.25%0.73%Q3 2019Q3 202312
Legacy Wealth Asset Management, LLC 12120.24%0.29%0.37%Q4 2020Q3 202312
Covenant Asset Management, LLC 12120.51%1.30%1.59%Q4 2016Q3 201912
Cresset Asset Management, LLC 520.00%0.00%0.01%Q4 2018Q3 202312
WBI INVESTMENTS, LLC 310.04%0.24%0.46%Q2 2013Q3 202112
Meadow Creek Investment Management LLC 12120.00%0.01%0.03%Q4 2016Q3 201912
RUSSELL FRANK CO/ 12120.00%0.01%0.01%Q2 2013Q1 201612
PUTNAM INVESTMENTS LLC 1110.01%0.01%0.02%Q2 2017Q1 202212
JANICZEK WEALTH MANAGEMENT, LLC 12120.00%0.03%0.05%Q4 2020Q3 202312
AlphaOne Investment Services, LLC 840.01%0.06%0.17%Q2 2013Q2 201912
ExodusPoint Capital Management, LP 1010.00%0.01%0.05%Q4 2019Q3 202312
Alaska Permanent Fund Corp 12120.01%0.04%0.08%Q1 2020Q4 202212
Harvest Fund Management Co., Ltd 910.00%0.01%0.01%Q2 2018Q3 202312
OXFORD ASSET MANAGEMENT LLP 830.02%0.05%0.10%Q1 2017Q4 201911
SALEM INVESTMENT COUNSELORS INC 11110.00%0.00%0.00%Q1 2021Q3 202311
Hennion & Walsh Asset Management, Inc. 11110.04%0.06%0.08%Q1 2021Q3 202311
Advisors Capital Management, LLC 11110.02%0.04%0.05%Q1 2021Q3 202311
ETRADE Capital Management LLC 620.01%0.01%0.02%Q1 2017Q3 202011
Zions Bancorporation, N.A. 1010.00%0.04%0.07%Q3 2020Q3 202311
AlphaCrest Capital Management LLC 710.02%0.10%0.23%Q4 2018Q3 202211
Stone Ridge Asset Management LLC 11110.07%0.10%0.15%Q4 2017Q2 202011
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 510.00%0.00%0.00%Q4 2016Q3 202311
AMUNDI ASSET MANAGEMENT US, INC. 1010.00%0.00%0.03%Q4 2012Q3 202011
Skandinaviska Enskilda Banken AB (publ) 920.00%0.12%0.46%Q2 2018Q2 202111
WEATHERBIE CAPITAL, LLC 10100.03%1.43%2.42%Q1 2014Q2 201611
Global Retirement Partners, LLC 710.00%0.00%0.01%Q1 2017Q3 202311
TELEMUS CAPITAL, LLC 11110.03%0.04%0.05%Q1 2017Q3 201911
AXA S.A. 830.00%0.02%0.05%Q1 2014Q4 202211
HANSEATIC MANAGEMENT SERVICES INC 740.00%0.01%0.04%Q1 2017Q4 202111
Inspire Investing, LLC 11110.03%0.08%0.23%Q1 2021Q3 202311
KBC Group NV 520.00%0.01%0.03%Q2 2017Q4 202211
RAMSEY QUANTITATIVE SYSTEMS 11110.25%0.42%0.71%Q2 2016Q4 201811
Fieldpoint Private Securities, LLC 710.01%0.02%0.06%Q3 2017Q2 202211
Prestige Wealth Management Group LLC 650.00%0.00%0.00%Q4 2020Q3 202311
UBS AG 660.00%0.00%0.01%Q2 2013Q3 201411
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 650.02%0.12%0.22%Q4 2018Q3 202111
BOKF, NA 420.01%0.05%0.11%Q4 2018Q3 202311
C M BIDWELL & ASSOCIATES LTD 810.00%0.10%0.49%Q4 2016Q2 202311
ISTHMUS PARTNERS, LLC 910.01%0.02%0.14%Q3 2016Q2 202111
IndexIQ Advisors LLC 740.01%0.04%0.08%Q2 2017Q4 202111
EATON VANCE MANAGEMENT 11110.00%0.01%0.01%Q1 2020Q3 202211
DARUMA CAPITAL MANAGEMENT LLC 11111.70%3.05%3.98%Q3 2016Q1 201911
FIRST QUADRANT LLC/CA 510.00%0.11%0.65%Q2 2017Q1 202211
BENJAMIN F. EDWARDS & COMPANY, INC. 11110.00%0.00%0.00%Q1 2021Q3 202311
Quantitative Systematic Strategies LLC 310.06%0.21%0.73%Q3 2014Q2 202111
Piscataqua Savings Bank 11110.01%0.02%0.02%Q1 2021Q3 202311
Maryland State Retirement & Pension System 11110.01%0.01%0.02%Q1 2021Q3 202311
NN Investment Partners Holdings N.V. 650.00%0.01%0.01%Q4 2018Q1 202211
MASSMUTUAL TRUST CO FSB/ADV 810.00%0.00%0.03%Q1 2015Q4 202311
UNITED CAPITAL FINANCIAL ADVISORS, LLC 910.00%0.01%0.02%Q2 2017Q4 201910
Xact Kapitalforvaltning AB 10100.00%0.01%0.02%Q4 2017Q1 202010
HUSSMAN STRATEGIC ADVISORS, INC. 10100.37%0.57%0.82%Q2 2021Q3 202310
OFI Advisors LLC 10100.02%0.03%0.04%Q2 2013Q3 201510
MCKINLEY CAPITAL MANAGEMENT LLC 10100.00%0.55%0.83%Q2 2017Q3 201910
AHL Partners LLP 640.06%0.16%0.28%Q3 2014Q4 201710
AJO, LP 710.02%0.16%0.45%Q1 2016Q1 201910
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 10100.06%0.18%0.35%Q2 2021Q3 202310
Wambolt & Associates, LLC 10100.10%0.16%0.27%Q2 2021Q3 202310
AdvisorNet Financial, Inc 410.00%0.00%0.00%Q4 2017Q1 202310
PRUDENTIAL PLC 10100.00%0.02%0.08%Q3 2020Q4 202210
State of Wyoming 10100.01%0.05%0.11%Q2 2021Q3 202310
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 620.00%0.01%0.02%Q1 2013Q4 201710
abrdn plc 10100.02%0.06%0.14%Q3 2017Q4 201910
Tidal Investments LLC 10100.04%0.05%0.06%Q2 2021Q3 202310
FOX RUN MANAGEMENT, L.L.C. 210.10%0.29%0.75%Q2 2016Q3 202210
Jacobi Capital Management LLC 10100.01%0.01%0.01%Q2 2016Q3 201810
BOGLE INVESTMENT MANAGEMENT L P /DE/ 640.05%0.39%1.05%Q2 2013Q1 201910
Global Alpha Capital Management Ltd. 10101.61%2.41%3.62%Q2 2015Q3 201710
Financial Gravity Asset Management, Inc. 430.00%0.01%0.06%Q1 2018Q2 202310
BOENNING & SCATTERGOOD, INC. 10100.05%0.06%0.08%Q3 2020Q4 202210
HERNDON CAPITAL MANAGEMENT LLC 10100.00%0.00%0.01%Q1 2015Q2 201710
CIM INVESTMENT MANAGEMENT INC 10100.09%0.12%0.17%Q1 2016Q2 201810
PARK AVENUE SECURITIES LLC 910.01%0.01%0.01%Q4 2020Q3 202310
Lingohr Asset Management GmbH 550.49%0.96%1.21%Q2 2016Q1 202210
Donoghue Forlines LLC 910.11%0.32%0.61%Q4 2020Q2 202310
Nitorum Capital, L.P. 10101.78%2.29%2.85%Q2 2021Q3 202310
MASTRAPASQUA ASSET MANAGEMENT INC 640.10%0.19%0.27%Q2 2013Q2 202210
Kendall Capital Management 10100.26%0.40%0.45%Q2 2021Q3 202310
CAXTON ASSOCIATES LP 510.01%0.04%0.09%Q2 2017Q3 202210
Point72 Asset Management, L.P. 510.00%0.09%0.24%Q2 2016Q1 202310
Arlington Partners LLC 10100.01%0.03%0.05%Q1 2021Q2 202310
Itau Unibanco Holding S.A. 510.00%0.01%0.02%Q4 2016Q3 202210
ALPINE WOODS CAPITAL INVESTORS, LLC 820.02%0.34%0.57%Q2 2014Q1 201810
BROWN BROTHERS HARRIMAN & CO 710.00%0.00%0.00%Q1 2013Q3 202310
Penn Capital Management Company, LLC 820.20%0.73%1.10%Q2 2013Q1 201710
Cornerstone Investment Partners, LLC 990.02%0.04%0.11%Q3 2021Q3 20239
World Asset Management Inc 410.01%0.02%0.03%Q3 2017Q3 20219
PATHSTONE FAMILY OFFICE, LLC 990.01%0.01%0.01%Q3 2021Q3 20239
Convergence Investment Partners, LLC 610.13%0.23%0.68%Q2 2017Q2 20229
Perkins Investment Management, LLC 630.08%0.19%0.36%Q2 2013Q4 20159
NEXT Financial Group, Inc 540.00%0.01%0.03%Q2 2019Q4 20219
Spears Abacus Advisors LLC 420.02%0.03%0.04%Q3 2020Q3 20239
NewEdge Wealth, LLC 540.01%0.23%0.53%Q1 2021Q3 20239
ROCKY MOUNTAIN ADVISERS, LLC 990.72%1.15%1.78%Q3 2021Q3 20239
Brinker Capital Investments, LLC 990.01%0.04%0.05%Q4 2020Q4 20229
ADVANTAGE INVESTMENT MANAGEMENT, LLC 540.00%0.00%0.01%Q2 2017Q3 20199
PIEDMONT INVESTMENT ADVISORS INC 630.01%0.02%0.03%Q2 2017Q4 20199
Cypress Capital Management LLC (WY) 990.02%0.02%0.03%Q2 2017Q2 20199
Larson Financial Group LLC 990.00%0.00%0.00%Q1 2021Q1 20239
FRED ALGER MANAGEMENT, LLC 810.00%0.04%0.11%Q2 2014Q1 20179
Boston Trust Walden Corp 990.15%0.24%0.35%Q3 2021Q3 20239
Radnor Capital Management, LLC 540.07%0.15%0.23%Q4 2020Q3 20239
GROUP ONE TRADING, L.P. 310.00%0.00%0.00%Q2 2013Q3 20219
KENNEDY CAPITAL MANAGEMENT LLC 990.03%0.12%0.16%Q3 2016Q3 20189
Alexandria Capital, LLC 990.14%0.26%0.36%Q1 2014Q1 20169
MANAGED ACCOUNT ADVISORS LLC 990.00%0.01%0.02%Q2 2013Q2 20159
WADDELL & REED FINANCIAL INC 720.01%0.08%0.11%Q3 2015Q3 20199
WRIGHT INVESTORS SERVICE INC 720.13%0.20%0.32%Q1 2019Q3 20239
Virtu Financial LLC 310.02%0.04%0.12%Q4 2017Q2 20229
Cornerstone Advisors, Inc. 990.00%0.01%0.02%Q2 2017Q2 20199
BANK OF NOVA SCOTIA 710.00%0.01%0.03%Q3 2019Q2 20229
FineMark National Bank & Trust 630.00%0.00%0.01%Q2 2013Q3 20159
AUA CAPITAL MANAGEMENT, LLC 990.00%0.00%0.00%Q4 2020Q4 20229
TURNER INVESTMENTS LLC 720.04%0.24%0.60%Q2 2013Q1 20179
RENAISSANCE GROUP LLC 410.01%0.01%0.01%Q3 2013Q1 20189
KETTLE HILL CAPITAL MANAGEMENT, LLC 510.24%2.34%5.16%Q4 2018Q2 20239
FIRST CITIZENS BANK & TRUST CO 720.02%0.05%0.06%Q2 2014Q3 20189
Matarin Capital Management, LLC 990.07%0.70%0.87%Q4 2018Q4 20209
Virtu KCG Holdings LLC 310.00%0.01%0.03%Q4 2013Q2 20179
LOMBARDIA CAPITAL PARTNERS LLC 880.24%0.49%1.01%Q2 2015Q1 20178
Quent Capital, LLC 880.00%0.01%0.02%Q4 2021Q3 20238
O'ROURKE & COMPANY, Inc 880.19%0.23%0.29%Q4 2021Q3 20238
DUALITY ADVISERS, LP 410.02%0.16%0.49%Q2 2020Q1 20238
UNITED SERVICES AUTOMOBILE ASSOCIATION 620.00%0.00%0.00%Q3 2015Q2 20198
Allspring Global Investments Holdings, LLC 880.00%0.02%0.04%Q4 2021Q3 20238
Clearstead Advisors, LLC 710.00%0.00%0.00%Q3 2021Q3 20238
Assenagon Asset Management S.A. 210.00%0.04%0.10%Q3 2017Q3 20228
Artemis Investment Management LLP 510.07%0.11%0.17%Q1 2017Q4 20218
Covestor Ltd 880.02%0.08%0.14%Q4 2021Q3 20238
WASHINGTON TRUST Co 880.04%0.06%0.08%Q4 2019Q3 20218
HARBOUR INVESTMENTS, INC. 410.00%0.00%0.00%Q1 2021Q2 20238
PRIMECAP MANAGEMENT CO/CA/ 880.01%0.05%0.08%Q4 2021Q3 20238
Dynamic Advisor Solutions LLC 440.02%0.02%0.02%Q2 2021Q3 20238
Connor, Clark & Lunn Investment Management Ltd. 210.00%0.00%0.01%Q2 2017Q2 20218
EFG Asset Management (North America) Corp. 880.16%0.28%0.43%Q4 2021Q3 20238
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 530.00%0.01%0.03%Q4 2020Q4 20228
Brookfield Asset Management 420.01%0.02%0.03%Q2 2020Q2 20238
CSat Investment Advisory, L.P. 880.00%0.23%0.74%Q2 2019Q1 20218
YOUSIF CAPITAL MANAGEMENT, LLC 880.02%0.03%0.03%Q4 2021Q3 20238
JFS WEALTH ADVISORS, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
BOSTON PRIVATE BANK & TRUST CO 880.00%0.00%0.00%Q2 2013Q1 20158
ADVISORY RESEARCH INC 880.02%0.03%0.06%Q4 2016Q3 20188
NATIXIS 310.00%0.03%0.12%Q4 2016Q1 20228
PERSONAL CFO SOLUTIONS, LLC 880.05%0.07%0.08%Q4 2020Q3 20228
CITIZENS FINANCIAL GROUP INC/RI 620.00%0.00%0.00%Q4 2015Q2 20208
Marshall Wace North America L.P. 210.00%0.01%0.05%Q2 2017Q3 20218
AGF Investments LLC 510.00%0.01%0.02%Q3 2017Q3 20218
MERCER GLOBAL ADVISORS INC /ADV 620.00%0.01%0.01%Q1 2021Q1 20238
FourThought Financial, LLC 880.01%0.01%0.01%Q4 2020Q3 20228
K.J. Harrison & Partners Inc 880.07%0.10%0.12%Q3 2013Q2 20158
Washington Trust Advisors, Inc. 880.07%0.10%0.12%Q4 2021Q3 20238
PRIVATE TRUST CO NA 320.00%0.00%0.00%Q1 2013Q3 20228
COOKSON PEIRCE & CO INC 510.07%0.26%0.67%Q2 2018Q4 20228
PICTET ASSET MANAGEMENT SA 880.00%0.00%0.00%Q3 2021Q2 20238
Wealthspire Advisors, L.P. 880.00%0.00%0.00%Q2 2017Q1 20198
Venturi Wealth Management, LLC 530.00%0.49%0.90%Q1 2021Q3 20238
Manchester Capital Management LLC 530.00%0.00%0.00%Q3 2021Q3 20238
Quantitative Investment Management, LLC 510.02%0.05%0.11%Q2 2017Q3 20218
Executive Wealth Management, LLC 880.42%0.63%0.86%Q4 2021Q3 20238
Paralel Advisors LLC 880.77%1.55%2.29%Q4 2021Q3 20238
GAM Holding AG 880.01%0.02%0.03%Q4 2017Q3 20198
ALPHA WINDWARD LLC 440.01%0.04%0.25%Q4 2017Q1 20208
Horizon Investment Services, LLC 880.21%1.61%2.02%Q4 2016Q3 20188
Sheaff Brock Investment Advisors, LLC 880.09%0.11%0.13%Q4 2016Q3 20188
Lee Financial Co 880.00%0.00%0.00%Q4 2021Q3 20238
Bell Investment Advisors, Inc 620.00%0.00%0.00%Q3 2021Q3 20238
Granite Investment Partners, LLC 880.56%0.98%1.20%Q2 2020Q1 20228
CRAMER ROSENTHAL MCGLYNN LLC 520.16%0.24%0.37%Q2 2013Q1 20187
HERITAGE WEALTH MANAGEMENT, LLC 430.00%0.00%0.01%Q1 2021Q4 20227
BlueMar Capital Management, LLC 311.06%1.94%3.18%Q4 2013Q1 20207
Epoch Investment Partners, Inc. 770.02%0.09%0.25%Q1 2022Q3 20237
Monument Capital Management 610.44%0.60%0.91%Q2 2021Q3 20237
Princeton Alpha Management LP 410.06%0.09%0.13%Q1 2014Q4 20167
Assured Investment Management LLC 770.01%0.04%0.07%Q3 2017Q1 20197
ALGERT GLOBAL LLC 210.02%0.19%0.41%Q1 2016Q4 20227
BRIDGEWAY CAPITAL MANAGEMENT, LLC 610.00%0.01%0.01%Q3 2016Q3 20187
ADAGE CAPITAL PARTNERS GP, L.L.C. 520.00%0.01%0.02%Q4 2019Q4 20217
Vanguard Personalized Indexing Management, LLC 770.01%0.02%0.02%Q1 2022Q3 20237
Ergoteles LLC 610.01%0.08%0.30%Q3 2021Q2 20237
Csenge Advisory Group 510.00%0.02%0.03%Q3 2018Q2 20237
Campbell & CO Investment Adviser LLC 410.08%0.30%0.73%Q3 2014Q2 20227
NOMURA ASSET MANAGEMENT CO LTD 770.00%0.00%0.00%Q1 2022Q3 20237
TFS CAPITAL LLC 310.01%0.09%0.29%Q2 2013Q1 20177
AE Wealth Management LLC 520.00%0.01%0.02%Q4 2021Q3 20237
Aristotle Capital Boston, LLC 770.62%0.90%1.31%Q2 2020Q4 20217
Ellevest, Inc. 410.00%0.00%0.00%Q4 2019Q1 20237
Vestcor Inc 430.01%0.03%0.11%Q4 2020Q3 20237
EMERALD MUTUAL FUND ADVISERS TRUST 770.04%0.86%1.10%Q2 2013Q4 20147
SEIZERT CAPITAL PARTNERS, LLC 770.07%0.21%0.27%Q1 2022Q3 20237
Alberta Investment Management Corp 210.01%0.04%0.10%Q3 2013Q3 20237
PSI Advisors, LLC 520.00%0.00%0.00%Q4 2021Q3 20237
Spark Investment Management LLC 320.10%0.23%0.42%Q4 2015Q1 20187
Bayesian Capital Management, LP 210.06%0.13%0.18%Q3 2018Q3 20237
GAM SYSTEMATIC LLP 430.01%0.08%0.18%Q4 2015Q3 20177
COMPTON CAPITAL MANAGEMENT INC /RI 770.13%0.16%0.18%Q3 2020Q1 20227
Santa Fe Partners LLC 510.04%0.11%0.21%Q2 2013Q3 20157
ANGELES WEALTH MANAGEMENT, LLC 770.08%0.09%0.10%Q1 2022Q3 20237
Mosaic Family Wealth, LLC 770.00%0.00%0.00%Q4 2015Q2 20177
Sowell Financial Services LLC 770.00%0.00%0.00%Q3 2019Q1 20217
DELTA ASSET MANAGEMENT LLC/TN 610.00%0.00%0.00%Q3 2015Q3 20177
ARGENT CAPITAL MANAGEMENT LLC 430.02%0.03%0.03%Q1 2018Q4 20197
Avestar Capital, LLC 770.00%0.00%0.01%Q4 2017Q2 20197
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 310.00%0.01%0.01%Q3 2019Q2 20227
ClariVest Asset Management LLC 430.00%0.01%0.04%Q3 2014Q3 20237
FARMERS & MERCHANTS INVESTMENTS INC 610.00%0.00%0.00%Q2 2021Q3 20237
AVIVA PLC 410.00%0.01%0.02%Q3 2021Q3 20237
PICTON MAHONEY ASSET MANAGEMENT 430.02%0.11%0.25%Q3 2016Q4 20217
Dana Investment Advisors, Inc. 770.02%0.07%0.09%Q1 2022Q3 20237
GRAY FINANCIAL GROUP /GA /ADV /ADV 770.10%0.13%0.24%Q1 2015Q3 20167
Freedom Investment Management, Inc. 520.02%0.02%0.03%Q3 2017Q1 20217
West Oak Capital, LLC 770.01%0.01%0.02%Q1 2022Q3 20237
OAKBROOK INVESTMENTS LLC 770.02%0.03%0.07%Q2 2018Q4 20197
COLDSTREAM CAPITAL MANAGEMENT INC 430.01%0.01%0.01%Q4 2021Q3 20237
Cambridge Investment Research Advisors, Inc. 410.00%0.00%0.00%Q1 2017Q3 20237
Rehmann Capital Advisory Group 770.00%0.01%0.01%Q1 2018Q3 20197
Redwood Investment Management, LLC 410.14%0.49%0.95%Q3 2021Q3 20236
INGALLS & SNYDER LLC 660.01%0.01%0.01%Q4 2020Q1 20226
MUNDER CAPITAL MANAGEMENT 660.00%0.00%0.01%Q2 2013Q3 20146
Granite Investment Advisors, LLC 660.04%0.05%0.06%Q1 2018Q2 20196
Montecito Bank & Trust 660.11%0.13%0.15%Q4 2020Q1 20226
Quantinno Capital Management LP 420.04%0.14%0.30%Q4 2018Q3 20236
DRIEHAUS CAPITAL MANAGEMENT LLC 310.03%0.16%0.38%Q2 2014Q3 20236
EMERALD ADVISERS, LLC 660.54%0.59%0.68%Q2 2013Q3 20146
Teza Capital Management LLC 210.06%0.14%0.24%Q3 2019Q2 20236
One Wealth Advisors, LLC 410.00%0.10%0.23%Q4 2017Q4 20226
Orion Portfolio Solutions, LLC 330.00%0.01%0.03%Q4 2019Q3 20236
Piermont Capital Management Inc. 310.14%0.23%0.37%Q4 2014Q1 20186
Pegasus Partners Ltd. 660.08%0.27%0.46%Q3 2018Q4 20196
PITCAIRN CO 660.03%0.04%0.04%Q2 2022Q3 20236
CVA Family Office, LLC 510.00%0.00%0.00%Q1 2021Q2 20236
Polianta Ltd 210.35%0.47%0.73%Q2 2017Q2 20226
TOWNSQUARE CAPITAL LLC 420.01%0.02%0.02%Q4 2021Q3 20236
THOMPSON DAVIS & CO., INC. 660.00%0.01%0.01%Q1 2015Q2 20166
UBS OCONNOR LLC 210.05%0.10%0.17%Q2 2013Q4 20176
HANCOCK WHITNEY CORP 420.05%0.07%0.12%Q3 2018Q3 20236
Disciplined Investments, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
Smithfield Trust Co 310.00%0.01%0.02%Q2 2018Q4 20216
CAPITAL ONE, NATIONAL ASSOCIATION 510.03%0.04%0.06%Q3 2015Q2 20186
Dakota Wealth Management 660.01%0.02%0.03%Q2 2022Q3 20236
SeaCrest Wealth Management, LLC 660.00%0.00%0.00%Q4 2017Q1 20196
BlueCrest Capital Management Ltd 410.01%0.07%0.12%Q3 2017Q1 20236
U S GLOBAL INVESTORS INC 310.21%0.38%0.55%Q3 2013Q4 20196
Schubert & Co 660.00%0.00%0.00%Q4 2021Q1 20236
MCF Advisors LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Bowling Portfolio Management LLC 330.06%0.14%0.30%Q2 2017Q3 20196
Winslow, Evans & Crocker, Inc. 420.00%0.02%0.10%Q4 2013Q2 20176
DEPRINCE RACE & ZOLLO INC 660.40%0.63%0.80%Q1 2020Q2 20216
Patriot Financial Group Insurance Agency, LLC 410.00%0.01%0.01%Q4 2016Q3 20196
Apex Capital Management 660.70%0.95%1.11%Q2 2013Q3 20146
EverSource Wealth Advisors, LLC 660.01%0.01%0.02%Q2 2022Q3 20236
Krane Funds Advisors LLC 660.01%0.01%0.02%Q3 2020Q4 20216
Symmetry Partners, LLC 420.01%0.02%0.02%Q4 2018Q4 20216
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Acrospire Investment Management LLC 660.05%0.09%0.17%Q1 2016Q2 20176
NATIONAL BANK OF CANADA /FI/ 510.00%0.00%0.00%Q4 2021Q3 20236
CREATIVE FINANCIAL DESIGNS INC /ADV 660.00%0.00%0.00%Q2 2020Q3 20216
SJS Investment Consulting Inc. 510.00%0.00%0.00%Q1 2022Q3 20236
Legato Capital Management LLC 420.05%0.23%0.40%Q3 2017Q3 20236
Alyeska Investment Group, L.P. 210.04%0.13%0.28%Q2 2015Q3 20236
AMP Capital Investors Ltd 420.00%0.00%0.01%Q3 2017Q2 20206
SRS Capital Advisors, Inc. 660.00%0.00%0.00%Q2 2021Q3 20226
SAWGRASS ASSET MANAGEMENT LLC 660.01%0.07%0.13%Q2 2017Q3 20186
SEI TRUST CO 660.01%0.01%0.02%Q2 2013Q3 20146
WOLVERINE ASSET MANAGEMENT LLC 410.00%0.02%0.03%Q4 2014Q2 20216
Richard C. Young & CO., LTD. 661.22%2.03%2.30%Q3 2020Q4 20216
Nine Chapters Capital Management LLC 410.03%0.15%0.29%Q3 2013Q2 20156
H2O AM LLP 661.21%1.48%1.66%Q1 2019Q2 20206
RICE HALL JAMES & ASSOCIATES, LLC 660.01%0.01%0.01%Q4 2020Q1 20226
Pendal Group Ltd 550.00%0.00%0.00%Q3 2020Q3 20215
BENNETT LAWRENCE MANAGEMENT L L C/NY 550.26%0.81%1.25%Q2 2013Q2 20145
Calamos Wealth Management LLC 550.06%0.13%0.19%Q1 2015Q1 20165
Point72 Hong Kong Ltd 210.00%0.03%0.12%Q1 2018Q1 20225
Riverwater Partners LLC 550.74%0.94%1.13%Q4 2022Q4 20235
Baird Financial Group, Inc. 410.00%0.00%0.00%Q1 2022Q3 20235
USA FINANCIAL FORMULAS 210.10%0.20%0.30%Q2 2017Q2 20215
EXCHANGE TRADED CONCEPTS, LLC 410.01%0.06%0.18%Q2 2020Q3 20235
Sumitomo Mitsui Trust Holdings, Inc. 320.00%0.00%0.00%Q1 2020Q4 20215
Global Wealth Management Investment Advisory, Inc. 550.00%0.00%0.00%Q2 2019Q2 20205
BUCKINGHAM CAPITAL MANAGEMENT INC 410.13%0.35%0.57%Q2 2016Q3 20195
Aquatic Capital Management LLC 320.01%0.05%0.12%Q1 2022Q2 20235
Azora Capital LP 210.52%2.13%4.93%Q2 2019Q2 20225
Magnetar Financial LLC 410.01%0.02%0.04%Q4 2021Q1 20235
BOOTHBAY FUND MANAGEMENT, LLC 210.01%0.01%0.01%Q2 2020Q2 20225
Mariner, LLC 410.00%0.00%0.00%Q1 2019Q3 20235
First Eagle Investment Management, LLC 320.00%0.01%0.02%Q1 2022Q3 20235
IVORY INVESTMENT MANAGEMENT, LLC 550.20%0.53%0.88%Q3 2014Q3 20155
LMR Partners LLP 210.02%0.14%0.29%Q3 2017Q2 20235
Somerset Trust Co 550.16%0.23%0.28%Q2 2020Q2 20215
Kames Capital Management Ltd 550.02%0.03%0.04%Q4 2013Q4 20145
FORA Capital, LLC 210.02%0.05%0.12%Q2 2020Q2 20235
TUCKER ASSET MANAGEMENT LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Blueshift Asset Management, LLC 210.03%0.05%0.08%Q4 2018Q4 20215
DGS Capital Management, LLC 550.18%0.31%0.42%Q1 2022Q1 20235
NAVELLIER & ASSOCIATES INC 550.06%0.07%0.08%Q1 2021Q1 20225
Laurion Capital Management LP 210.01%0.01%0.01%Q1 2016Q3 20195
Sciencast Management LP 310.07%0.18%0.41%Q3 2019Q3 20235
ATWOOD & PALMER INC 550.00%0.00%0.01%Q2 2021Q2 20225
Quantamental Technologies LLC 320.00%0.14%0.21%Q1 2019Q3 20235
Airain ltd 210.03%0.04%0.06%Q2 2013Q3 20165
MILES CAPITAL, INC. 550.12%0.15%0.20%Q2 2017Q2 20185
Cetera Advisor Networks LLC 310.00%0.00%0.01%Q2 2020Q3 20235
CIBC WORLD MARKET INC. 410.00%0.01%0.01%Q4 2020Q1 20235
Kepos Capital LP 550.06%0.13%0.28%Q4 2018Q4 20195
CIGNA INVESTMENTS INC /NEW 210.01%0.06%0.14%Q2 2017Q1 20215
ZEKE CAPITAL ADVISORS, LLC 310.02%0.05%0.12%Q4 2017Q4 20205
TWO SIGMA SECURITIES, LLC 210.01%0.04%0.15%Q4 2016Q4 20215
Placemark Investments, Inc. 550.01%0.01%0.01%Q3 2013Q3 20145
Kalos Management, Inc. 550.30%0.38%0.49%Q2 2018Q2 20195
Valeo Financial Advisors, LLC 210.00%0.00%0.00%Q1 2018Q1 20215
MAI Capital Management 550.01%0.01%0.01%Q3 2022Q3 20235
Kavar Capital Partners, LLC 320.00%0.00%0.00%Q4 2013Q4 20155
Global Financial Private Capital, Inc 550.00%0.04%0.07%Q2 2019Q2 20205
HRT FINANCIAL LP 210.03%0.04%0.05%Q2 2019Q1 20235
Bank Julius Baer & Co. Ltd, Zurich 550.00%0.01%0.01%Q4 2020Q4 20215
WELD CAPITAL MANAGEMENT LLC 320.24%0.39%0.61%Q1 2020Q2 20215
Cerebellum GP, LLC 550.16%0.26%0.28%Q4 2018Q4 20195
Cipher Capital LP 210.03%0.18%0.40%Q1 2018Q1 20235
Sterling Manor Financial, LLC 550.30%0.37%0.43%Q4 2020Q4 20215
Philadelphia Financial Management of San Francisco, LLC 210.24%1.74%2.99%Q2 2019Q2 20215
Centric Wealth Management 550.46%0.67%0.80%Q3 2022Q3 20235
FIL Ltd 440.02%0.02%0.02%Q1 2021Q4 20214
Copper Rock Capital Partners, LLC 441.24%1.68%2.10%Q1 2018Q4 20184
THOMPSON SIEGEL & WALMSLEY LLC 220.00%0.06%0.13%Q4 2016Q4 20194
WESTWOOD HOLDINGS GROUP INC 440.00%0.09%0.12%Q1 2021Q4 20214
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 440.13%0.14%0.15%Q4 2022Q3 20234
KANALY TRUST CO 440.00%0.00%0.00%Q3 2015Q2 20164
JOYN Advisors, Inc. 440.00%0.00%0.00%Q1 2018Q4 20184
Visium Asset Management, LP 210.00%0.00%0.01%Q4 2013Q3 20154
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Pinnacle Wealth Planning Services, Inc. 310.04%0.04%0.05%Q4 2020Q4 20214
ROTHSCHILD INVESTMENT LLC /IL 440.04%0.05%0.05%Q4 2015Q3 20164
Otter Creek Advisors, LLC 220.76%1.20%1.96%Q2 2018Q2 20194
Man Investments Ltd 310.02%0.15%0.31%Q2 2013Q2 20144
Oak Thistle LLC 110.06%0.32%0.47%Q4 2021Q3 20234
Stonebridge Capital Advisors LLC 440.00%0.00%0.00%Q1 2022Q4 20224
JABODON PT CO 445.04%8.31%11.60%Q4 2013Q3 20144
CHARTWELL INVESTMENT PARTNERS/PA 440.36%0.48%0.56%Q2 2013Q1 20144
NewEdge Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Trek Financial, LLC 440.06%0.06%0.07%Q1 2021Q4 20214
KESTRA PRIVATE WEALTH SERVICES, LLC 440.01%0.01%0.02%Q2 2021Q1 20224
Stonebridge Financial Planning Group, LLC 440.02%0.02%0.03%Q4 2019Q3 20204
CIBC Private Wealth Group, LLC 440.00%0.00%0.01%Q3 2017Q2 20184
Vestmark Advisory Solutions, Inc. 440.01%0.01%0.02%Q4 2022Q3 20234
Pine River Capital Management L.P. 210.04%0.21%0.29%Q2 2013Q3 20144
SEVEN EIGHT CAPITAL, LP 310.02%0.08%0.15%Q2 2018Q4 20194
WHITEBOX ADVISORS LLC 440.03%0.03%0.03%Q4 2014Q3 20154
Spot Trading L.L.C 220.00%0.00%0.00%Q3 2014Q4 20144
FCF Advisors LLC 310.82%0.89%0.97%Q2 2016Q3 20194
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 220.00%0.03%0.06%Q3 2017Q4 20214
ClearBridge Investments 440.00%0.00%0.00%Q2 2019Q1 20204
Joel Isaacson & Co., LLC 440.03%0.03%0.04%Q1 2021Q4 20214
Cerity Partners LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Covenant Partners, LLC 440.08%0.09%0.09%Q1 2021Q4 20214
Moisand Fitzgerald Tamayo, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Counterpoint Mutual Funds LLC 310.08%0.10%0.14%Q2 2022Q2 20234
TREMBLANT CAPITAL GROUP 440.02%0.03%0.04%Q4 2022Q3 20234
STONERIDGE INVESTMENT PARTNERS LLC 440.24%0.25%0.26%Q1 2015Q4 20154
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 440.00%0.00%0.00%Q2 2019Q1 20204
FRANKLIN STREET ADVISORS INC /NC 440.18%0.19%0.20%Q2 2013Q1 20144
FINANCIAL COUNSELORS INC 440.07%0.09%0.14%Q4 2013Q3 20144
SII INVESTMENTS INC/WI 440.03%0.04%0.06%Q1 2017Q4 20174
BARINGS LLC 210.00%0.01%0.02%Q2 2018Q4 20194
ICON ADVISERS INC/CO 440.04%0.05%0.07%Q2 2018Q1 20194
HARVEST GROUP WEALTH MANAGEMENT, LLC 440.00%0.00%0.00%Q1 2020Q4 20204
TFO Wealth Partners, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
SECOR Capital Advisors, LP 310.14%0.39%0.62%Q3 2014Q1 20174
Altshuler Shaham Ltd 440.00%0.00%0.00%Q2 2021Q1 20224
Gideon Capital Advisors, Inc. 210.12%0.23%0.30%Q3 2014Q2 20184
DFPG INVESTMENTS, LLC 440.04%0.04%0.05%Q4 2022Q3 20234
INTRUST BANK NA 440.03%0.03%0.04%Q4 2022Q3 20234
MV CAPITAL MANAGEMENT, INC. 440.00%0.00%0.00%Q4 2017Q3 20184
Penserra Capital Management LLC 310.01%0.09%0.15%Q4 2016Q2 20184
BAR HARBOR TRUST SERVICES 440.48%0.54%0.59%Q3 2013Q2 20144
BB&T INVESTMENT SERVICES, INC. 440.00%0.00%0.00%Q1 2017Q4 20174
Soros Fund Management 310.02%0.09%0.20%Q2 2013Q1 20204
SKYLINE ASSET MANAGEMENT LP 441.10%1.34%1.78%Q3 2013Q2 20144
Full18 Capital LLC 441.00%2.65%4.04%Q2 2021Q1 20224
HARTWELL J M LIMITED PARTNERSHIP 440.05%0.05%0.07%Q3 2013Q2 20144
Stratos Wealth Partners, LTD. 210.00%0.00%0.01%Q4 2017Q3 20194
Private Capital Group, LLC 210.00%0.00%0.01%Q2 2018Q2 20224
Bridgefront Capital, LLC 210.14%0.24%0.41%Q1 2021Q4 20224
TOCQUEVILLE ASSET MANAGEMENT L.P. 310.00%0.01%0.02%Q3 2015Q1 20204
Proficio Capital Partners LLC 440.00%0.01%0.01%Q4 2017Q3 20184
Financial Management Professionals, Inc. 210.00%0.00%0.00%Q3 2018Q3 20234
BlackRock Japan Co. Ltd 210.00%0.00%0.00%Q1 2014Q4 20164
KING LUTHER CAPITAL MANAGEMENT CORP 440.10%0.23%0.29%Q3 2013Q2 20144
RFP Financial Group LLC 440.00%0.00%0.01%Q4 2022Q3 20234
WEALTHFRONT Corp 440.00%0.00%0.00%Q4 2014Q3 20154
Cetera Investment Advisers 440.00%0.00%0.00%Q4 2022Q3 20234
DUNCKER STREETT & CO INC 440.00%0.00%0.01%Q4 2022Q3 20234
Crewe Advisors LLC 440.00%0.00%0.00%Q2 2022Q1 20234
GHP Investment Advisors, Inc. 210.00%0.00%0.00%Q3 2022Q3 20233
Sageworth Trust Co of South Dakota 330.01%0.02%0.04%Q4 2021Q2 20223
FIRST HORIZON CORP 330.00%0.00%0.00%Q4 2020Q2 20213
Financial Architects, Inc 330.00%0.00%0.00%Q2 2017Q4 20173
GREENLEAF TRUST 330.00%0.00%0.00%Q1 2023Q3 20233
Jackson Creek Investment Advisors LLC 210.10%0.14%0.20%Q4 2021Q1 20233
KOCH INDUSTRIES INC 210.06%0.09%0.13%Q2 2017Q1 20183
CreativeOne Wealth, LLC 330.01%0.01%0.02%Q3 2021Q1 20223
Olympiad Research LP 210.07%0.11%0.17%Q2 2020Q1 20223
Simplicity Solutions, LLC 110.03%0.06%0.10%Q4 2015Q2 20213
SUFFOLK CAPITAL MANAGEMENT LLC 330.17%0.20%0.23%Q1 2017Q3 20173
Icon Wealth Partners, LLC 110.01%0.01%0.01%Q4 2017Q1 20193
Newbridge Financial Services Group, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
HighTower Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
SYSTEMATIC FINANCIAL MANAGEMENT LP 330.08%0.29%0.51%Q2 2013Q4 20133
Tortoise Investment Management, LLC 330.00%0.00%0.01%Q1 2018Q3 20183
Laird Norton Wetherby Wealth Management, LLC 330.08%0.08%0.09%Q4 2014Q2 20153
Robeco Institutional Asset Management B.V. 210.00%0.00%0.01%Q2 2014Q2 20213
Freedom Day Solutions, LLC 330.24%0.37%0.61%Q1 2023Q3 20233
LUCUS ADVISORS LLC 330.29%0.32%0.35%Q1 2016Q3 20163
Kingfisher Capital LLC 330.78%0.83%0.87%Q3 2015Q1 20163
BB&T SECURITIES, LLC 330.00%0.00%0.01%Q1 2018Q3 20183
CASTLEARK MANAGEMENT LLC 210.31%0.34%0.37%Q4 2015Q3 20233
MENTA CAPITAL LLC 330.08%0.10%0.12%Q4 2015Q2 20163
Qtron Investments LLC 330.18%0.20%0.22%Q1 2019Q3 20193
SHEETS SMITH WEALTH MANAGEMENT 330.18%0.19%0.19%Q3 2013Q1 20143
XTX Topco Ltd 110.07%0.10%0.15%Q1 2022Q3 20233
Virtus Family Office LLC 332.00%2.46%2.79%Q3 2022Q1 20233
B. Metzler seel. Sohn & Co. AG 330.04%0.05%0.07%Q1 2023Q3 20233
BI Asset Management Fondsmaeglerselskab A/S 210.08%0.10%0.13%Q3 2019Q2 20213
NEW AMSTERDAM PARTNERS LLC/NY 210.50%0.74%0.87%Q2 2018Q1 20193
SYNOVUS FINANCIAL CORP 330.00%0.00%0.00%Q4 2019Q2 20203
HARBOR CAPITAL ADVISORS, INC. 330.51%0.51%0.51%Q2 2023Q4 20233
CHASE INVESTMENT COUNSEL CORP 330.36%0.50%0.58%Q3 2015Q1 20163
CIBC Asset Management Inc 330.00%0.00%0.00%Q2 2021Q4 20213
Ausbil Investment Management Ltd 330.54%0.71%0.95%Q1 2023Q3 20233
Truvestments Capital LLC 330.00%0.00%0.00%Q1 2021Q3 20213
CIM, LLC 330.16%0.18%0.20%Q2 2021Q4 20213
Aspire Private Capital, LLC 330.00%0.00%0.00%Q2 2019Q4 20193
RAIFF PARTNERS INC 210.64%3.25%5.77%Q3 2014Q2 20163
OCCUDO QUANTITATIVE STRATEGIES LP 210.06%0.08%0.11%Q4 2020Q2 20223
DEERE & CO 210.01%0.06%0.08%Q3 2013Q4 20153
Bridgewater Associates 210.01%0.03%0.05%Q2 2022Q3 20233
WealthTrust Fairport, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
EAM Investors, LLC 210.41%0.45%0.52%Q1 2016Q1 20173
Gradient Investments LLC 330.00%0.00%0.00%Q3 2022Q1 20233
SAMLYN CAPITAL, LLC 210.46%0.54%0.63%Q2 2019Q1 20213
FIRST MANHATTAN CO. LLC. 330.00%0.00%0.00%Q4 2022Q2 20233
Alpenglow Capital LP 213.74%3.97%4.16%Q4 2014Q4 20153
Sound Income Strategies, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Steward Financial Group LLC 110.00%0.00%0.00%Q2 2022Q3 20233
Crestline Management, LP 210.12%0.47%0.82%Q1 2018Q3 20193
Sageworth Trust Co 330.00%0.00%0.00%Q2 2021Q4 20213
Davidson Capital Management Inc. 330.00%0.00%0.00%Q4 2019Q2 20203
Algebris (UK) Ltd 210.22%0.48%0.78%Q4 2018Q1 20203
MUFG Securities EMEA plc 210.00%0.01%0.01%Q4 2019Q4 20203
Twin Tree Management, LP 220.00%0.00%0.01%Q1 2021Q2 20213
Invictus RG 110.03%0.10%0.21%Q3 2016Q1 20183
Weiss Multi-Strategy Advisers LLC 330.01%0.02%0.03%Q4 2013Q2 20143
IFC Holdings Incorporated/FL 210.04%0.07%0.08%Q4 2013Q1 20173
HBK INVESTMENTS L P 210.00%0.01%0.01%Q3 2016Q4 20183
EVERENCE CAPITAL MANAGEMENT INC 210.05%0.05%0.06%Q1 2017Q4 20173
Capula Management Ltd 330.00%0.01%0.01%Q4 2022Q2 20233
Petrus Trust Company, LTA 210.06%0.07%0.08%Q3 2016Q2 20173
PICTET ASSET MANAGEMENT LTD 330.00%0.00%0.00%Q4 2020Q2 20213
Credo Capital Management, LLC 330.01%0.04%0.09%Q2 2013Q4 20133
Arkadios Wealth Advisors 330.00%0.00%0.00%Q1 2021Q3 20213
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 330.89%1.00%1.06%Q2 2020Q4 20203
Kingsview Wealth Management, LLC 110.02%0.04%0.06%Q4 2020Q2 20233
Gryphon Financial Partners LLC 330.02%0.02%0.02%Q4 2017Q2 20183
LMCG INVESTMENTS, LLC 330.16%0.19%0.22%Q1 2015Q3 20153
ONTARIO TEACHERS PENSION PLAN BOARD 110.01%0.02%0.05%Q3 2015Q1 20213
Polar Asset Management Partners Inc. 330.00%0.00%0.01%Q2 2021Q4 20213
Dorsey Wright & Associates 330.03%0.29%0.54%Q4 2020Q2 20213
RITHOLTZ WEALTH MANAGEMENT 330.02%0.02%0.02%Q3 2021Q1 20223
MILLER HOWARD INVESTMENTS INC /NY 330.02%0.02%0.02%Q1 2023Q3 20233
TD ASSET MANAGEMENT INC 210.00%0.01%0.02%Q4 2017Q3 20233
Laffer Tengler Investments, Inc. 330.11%0.11%0.11%Q4 2022Q2 20233
Ten Capital Wealth Advisors, LLC 330.01%0.01%0.01%Q3 2022Q1 20233
Centiva Capital, LP 210.01%0.02%0.03%Q1 2021Q2 20233
Machina Capital S.A.S. 210.01%0.04%0.10%Q2 2019Q1 20233
INCEPTIONR LLC 330.18%0.24%0.30%Q1 2023Q3 20233
WESBANCO BANK INC 330.02%0.02%0.02%Q3 2015Q1 20163
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 330.01%0.01%0.01%Q1 2023Q3 20233
WESTPAC BANKING CORP 210.00%0.01%0.01%Q4 2014Q3 20233
TWINBEECH CAPITAL LP 110.01%0.08%0.16%Q4 2019Q1 20233
Eagle Bay Advisors LLC 330.02%0.03%0.04%Q2 2021Q4 20213
Advisor Resource Council 330.13%0.17%0.23%Q2 2021Q4 20213
Belpointe Asset Management LLC 210.01%0.01%0.01%Q2 2021Q1 20233
Graham Capital Management, L.P. 210.01%0.01%0.01%Q4 2021Q1 20233
Mitsubishi UFJ Asset Management Co., Ltd. 110.00%0.00%0.00%Q2 2022Q3 20233
Empowered Funds, LLC 210.22%0.33%0.55%Q2 2017Q3 20213
Walleye Capital LLC 110.00%0.01%0.01%Q3 2023Q3 20233
Paragon Capital Management Ltd 210.03%0.05%0.06%Q4 2021Q1 20233
WCM INVESTMENT MANAGEMENT, LLC 330.04%0.05%0.05%Q1 2023Q3 20233
Gyon Technologies Capital Management, LP 110.02%0.12%0.27%Q3 2020Q4 20223
Alpha DNA Investment Management LLC 220.01%0.01%0.01%Q4 2020Q1 20212
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.01%0.01%Q4 2020Q1 20212
NWQ INVESTMENT MANAGEMENT COMPANY, LLC 220.10%0.16%0.22%Q2 2020Q3 20202
MACROVIEW INVESTMENT MANAGEMENT LLC 110.01%0.02%0.03%Q2 2021Q3 20232
Aviance Capital Partners, LLC 220.39%0.40%0.40%Q1 2019Q2 20192
Geneos Wealth Management Inc. 110.00%0.00%0.00%Q1 2021Q3 20222
Liberty Mutual Group Asset Management Inc. 220.02%0.02%0.02%Q2 2018Q3 20182
FIRST NEW YORK SECURITIES LLC /NY 110.02%0.05%0.08%Q3 2014Q1 20152
MARINO, STRAM & ASSOCIATES LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Hutchin Hill Capital, LP 220.08%0.11%0.14%Q3 2015Q4 20152
AIGEN INVESTMENT MANAGEMENT, LP 220.16%0.17%0.18%Q2 2022Q3 20222
GRATRY & Co LLC 220.16%0.18%0.20%Q3 2015Q4 20152
ZPR Investment Management 220.85%0.90%0.94%Q3 2018Q4 20182
People's United Financial, Inc. 220.01%0.01%0.01%Q3 2021Q4 20212
Alpha Quant Advisors, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
NORTHERN TRUST CO OF CONNECTICUT 220.01%0.01%0.02%Q2 2013Q3 20132
Gillson Capital LP 220.52%0.58%0.64%Q1 2021Q2 20212
CenterStar Fund, LLC 110.00%0.01%0.02%Q4 2016Q4 20162
Acrisure Capital Management, LLC 220.38%0.52%0.65%Q4 2022Q1 20232
Smith Group Asset Management, LLC 220.23%0.24%0.24%Q4 2021Q1 20222
AdvisorShares Investments LLC 220.12%0.13%0.14%Q4 2022Q1 20232
Fortitude Advisory Group L.L.C. 220.00%0.00%0.00%Q4 2021Q1 20222
Cider Mill Investments LP 110.51%1.67%2.82%Q4 2016Q4 20172
Kestra Advisory Services, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Caprock Group, LLC 110.03%0.05%0.07%Q1 2017Q1 20212
CWH Capital Management, Inc. 220.14%0.22%0.29%Q3 2020Q4 20202
Horizon Investments, LLC 110.00%0.00%0.00%Q1 2023Q3 20232
SAC Capital Advisors LP 110.00%0.00%0.00%Q3 2013Q1 20142
Y-Intercept (Hong Kong) Ltd 110.09%0.12%0.16%Q2 2022Q1 20232
Folger Hill Asset Management LP 110.02%0.05%0.09%Q3 2016Q1 20172
Ruggie Capital Group 220.00%0.00%0.00%Q2 2015Q3 20152
Cornerstone Planning Group LLC 110.00%0.00%0.00%Q4 2022Q2 20232
Edgestream Partners, L.P. 110.02%0.05%0.07%Q3 2022Q2 20232
QUEST INVESTMENT MANAGEMENT LLC 220.03%0.03%0.03%Q2 2014Q3 20142
Castellan Group 111.11%1.52%1.93%Q3 2021Q1 20232
Advisors Preferred, LLC 110.01%0.03%0.05%Q2 2017Q1 20182
U.S. Capital Wealth Advisors, LLC 220.12%0.13%0.14%Q3 2021Q4 20212
CrestPoint Capital Management, LLC 220.10%0.11%0.12%Q3 2017Q4 20172
MIRABELLA FINANCIAL SERVICES LLP 110.03%0.08%0.14%Q4 2022Q2 20232
Banco Santander, S.A. 220.00%0.00%0.00%Q1 2021Q2 20212
WealthBridge Capital Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Emerald Acquisition Ltd. 220.01%0.01%0.01%Q2 2016Q3 20162
Spectrum Management Group, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Headlands Technologies LLC 110.00%0.01%0.01%Q1 2023Q3 20232
Calvert Investment Management, Inc. 220.11%0.11%0.12%Q4 2015Q1 20162
Clear Harbor Asset Management, LLC 110.00%0.01%0.01%Q4 2019Q3 20202
Cetera Advisors LLC 220.01%0.02%0.02%Q3 2017Q4 20172
Cinctive Capital Management LP 110.04%0.08%0.12%Q3 2021Q2 20232
HighPoint Advisor Group LLC 220.15%0.16%0.17%Q4 2018Q1 20192
PARADIGM ASSET MANAGEMENT CO LLC 220.08%0.10%0.12%Q2 2013Q3 20132
Grandeur Peak Global Advisors, LLC 220.73%0.87%1.01%Q2 2023Q3 20232
Versant Capital Management, Inc 110.00%0.01%0.02%Q4 2015Q1 20232
Granahan Investment Management 220.16%0.18%0.21%Q3 2015Q4 20152
BLUE ARROW CAPITAL MANAGEMENT LLC 220.59%0.70%0.81%Q2 2015Q3 20152
MOORE CAPITAL MANAGEMENT, LP 220.09%0.19%0.29%Q4 2020Q1 20212
AMERICAFIRST CAPITAL MANAGEMENT, LLC 220.39%0.74%1.08%Q3 2014Q4 20142
ING GROEP NV 220.01%0.01%0.01%Q1 2018Q2 20182
Sonora Investment Management, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
NATIONAL PENN INVESTORS TRUST CO /PA 220.31%0.31%0.31%Q4 2015Q1 20162
Concord Wealth Partners 220.00%0.00%0.00%Q1 2022Q2 20222
INR ADVISORY SERVICES LLC 220.00%0.00%0.00%Q1 2017Q2 20172
Quadrature Capital Ltd 110.03%0.03%0.04%Q3 2018Q3 20212
CAPSTONE INVESTMENT ADVISORS, LLC 220.01%0.01%0.01%Q2 2016Q3 20162
Financial Gravity Companies, Inc. 220.00%0.00%0.00%Q4 2017Q1 20182
FORTEM FINANCIAL GROUP, LLC 110.04%0.13%0.22%Q1 2019Q4 20202
Jump Financial, LLC 110.02%0.03%0.05%Q1 2022Q1 20232
Atria Investments, Inc 110.02%0.02%0.02%Q1 2021Q3 20212
MQS Management LLC 220.17%0.23%0.29%Q2 2022Q3 20222
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC 221.04%1.28%1.53%Q4 2013Q1 20142
Spire Wealth Management 110.00%0.00%0.00%Q1 2021Q4 20212
Private Advisor Group, LLC 110.00%0.00%0.00%Q2 2020Q4 20212
REGENTATLANTIC CAPITAL LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Kaizen Advisory, LLC 220.25%0.43%0.62%Q1 2018Q2 20182
Sparta 24 Ltd. 2224.25%25.06%25.88%Q4 2022Q1 20232
OMERS ADMINISTRATION Corp 110.02%0.03%0.03%Q3 2018Q4 20192
BBVA USA 220.01%0.01%0.01%Q2 2021Q3 20212
Summit Global Investments 110.03%0.06%0.08%Q1 2018Q1 20232
USCA RIA LLC 220.20%0.20%0.20%Q1 2021Q2 20212
R&F Capital Advisors LP 220.13%0.15%0.17%Q4 2016Q1 20172
Diversified Trust Co 220.01%0.01%0.01%Q4 2020Q1 20212
San Luis Wealth Advisors LLC 220.74%0.88%1.01%Q3 2022Q4 20222
B. Riley Wealth Management, Inc. 220.01%0.03%0.06%Q1 2014Q2 20142
MARSHALL WACE ASIA Ltd 220.27%0.44%0.61%Q2 2021Q3 20212
Baystate Wealth Management LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Genus Capital Management Inc. 220.38%0.46%0.54%Q2 2023Q3 20232
MAVERICK CAPITAL LTD 110.00%0.06%0.11%Q2 2018Q1 20212
Schonfeld Group Holdings LLC 110.08%0.13%0.18%Q4 2013Q4 20152
Cordant, Inc. 110.00%0.00%0.00%Q3 2021Q1 20222
Personal Wealth Partners 220.00%0.00%0.00%Q3 2019Q4 20192
CLEAR STREET MARKETS LLC 110.00%0.00%0.00%Q2 2013Q1 20142
Athanor Capital, LP 220.01%0.03%0.04%Q2 2020Q3 20202
FormulaFolio Investments, LLC 220.01%0.01%0.01%Q3 2019Q4 20192
Lenox Wealth Advisors, LLC 220.00%0.00%0.00%Q3 2013Q4 20132
Bellwether Investment Group, LLC 220.02%0.04%0.06%Q4 2016Q1 20172
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 110.00%0.02%0.03%Q1 2016Q3 20182
Prospera Financial Services Inc 220.00%0.00%0.00%Q1 2022Q2 20222
Jackson Wealth Management, LLC 220.62%0.66%0.70%Q2 2023Q3 20232
Capital Investment Advisory Services, LLC 220.00%0.00%0.00%Q2 2019Q3 20192
Castleview Partners, LLC 110.00%0.01%0.01%Q2 2021Q4 20212
WealthPLAN Partners, LLC 110.00%0.00%0.00%Q4 2015Q2 20162
ASCEND CAPITAL, LLC 220.28%0.29%0.30%Q2 2014Q3 20142
CIBC WORLD MARKETS CORP 110.00%0.00%0.00%Q4 2019Q1 20212
JOURNEY STRATEGIC WEALTH LLC 220.02%0.02%0.02%Q4 2021Q1 20222
CLINTON GROUP INC 110.02%0.06%0.10%Q4 2016Q1 20182
Pinkerton Retirement Specialists, LLC 110.10%0.12%0.15%Q1 2023Q3 20232
Industrial Alliance Investment Management Inc. 220.00%0.00%0.00%Q3 2022Q4 20222
Banco de Sabadell, S.A 220.10%0.10%0.10%Q1 2018Q2 20182
Capital Advisors, Ltd. LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Saltoro Capital, LP 110.15%0.15%0.16%Q1 2021Q2 20222
WEST PACES ADVISORS INC. 220.00%0.00%0.00%Q2 2021Q3 20212
ROPES WEALTH ADVISORS LLC 110.00%0.00%0.00%Q1 2018Q4 20202
Aevitas Wealth Management, Inc. 220.03%0.03%0.03%Q4 2017Q1 20182
DARK FOREST CAPITAL MANAGEMENT LP 110.00%0.01%0.02%Q4 2021Q3 20232
PFS INVESTMENTS INC. 220.00%0.00%0.00%Q1 2023Q2 20232
1492 Capital Management LLC 221.64%1.98%2.31%Q1 2014Q2 20142
MONETA GROUP INVESTMENT ADVISORS LLC 220.01%0.01%0.02%Q1 2018Q2 20182
LOEB PARTNERS CORP 220.00%0.05%0.10%Q4 2018Q1 20192
InterOcean Capital Group, LLC 110.01%0.01%0.01%Q2 2021Q3 20232
Cloverdale Capital Management, LLC 113.28%3.28%3.28%Q2 2020Q2 20201
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Wealthspire Advisors, LLC 110.08%0.08%0.08%Q4 2021Q4 20211
Realta Investment Advisors 110.04%0.04%0.04%Q1 2019Q1 20191
Well Done, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
BALASA DINVERNO & FOLTZ LLC 110.03%0.03%0.03%Q2 2022Q2 20221
Tibra Equities Europe Ltd 110.70%0.70%0.70%Q2 2018Q2 20181
1834 INVESTMENT ADVISORS CO 110.00%0.00%0.00%Q2 2020Q2 20201
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Impact Partnership Wealth, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
DRW Securities, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
GTS SECURITIES LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Prime Capital Investment Advisors, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 110.00%0.00%0.00%Q2 2021Q2 20211
Angeles Investment Advisors, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Lloyd Advisory Services, LLC. 110.00%0.00%0.00%Q1 2022Q1 20221
Consolidated Planning Corp 110.00%0.00%0.00%Q3 2021Q3 20211
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Sterling Ridge Capital Management LP 110.95%0.95%0.95%Q2 2015Q2 20151
DEAN INVESTMENT ASSOCIATES, LLC 110.41%0.41%0.41%Q1 2016Q1 20161
BRYN MAWR CAPITAL MANAGEMENT INC 110.05%0.05%0.05%Q3 2014Q3 20141
Premia Global Advisors, LLC 110.22%0.22%0.22%Q1 2019Q1 20191
Annis Gardner Whiting Capital Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
JOHNSON INVESTMENT COUNSEL INC 110.01%0.01%0.01%Q4 2015Q4 20151
Maven Securities LTD 110.30%0.30%0.30%Q3 2019Q3 20191
REYNOLDS CAPITAL MANAGEMENT LLC 110.13%0.13%0.13%Q1 2014Q1 20141
1832 Asset Management L.P. 110.02%0.02%0.02%Q1 2014Q1 20141
Ledyard National Bank 110.00%0.00%0.00%Q4 2018Q4 20181
Leucadia National 110.00%0.00%0.00%Q2 2023Q2 20231
FOSTER & MOTLEY INC 110.04%0.04%0.04%Q3 2023Q3 20231
Riverview Trust Co 110.01%0.01%0.01%Q3 2022Q3 20221
DSAM Partners (London) Ltd 110.42%0.42%0.42%Q1 2018Q1 20181
GREEN ARROW CAPITAL MANAGEMENT LLC 110.16%0.16%0.16%Q4 2013Q4 20131
Quarry LP 110.01%0.01%0.01%Q2 2023Q2 20231
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q3 2017Q3 20171
Retirement Planning Co of New England, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Union Investments & Development Ltd. 110.03%0.03%0.03%Q4 2021Q4 20211
US GLOBAL INVESTORS FUNDS 110.25%0.25%0.25%Q4 2013Q4 20131
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
EAGLE ROCK INVESTMENT COMPANY, LLC 110.29%0.29%0.29%Q3 2023Q3 20231
Mesirow Institutional Investment Management, Inc. 110.32%0.32%0.32%Q1 2023Q1 20231
Harvest Capital Strategies LLC 110.05%0.05%0.05%Q2 2015Q2 20151
BLAIR WILLIAM & CO/IL 110.00%0.00%0.00%Q2 2018Q2 20181
Amundi 110.00%0.00%0.00%Q1 2023Q1 20231
SPRING CREEK CAPITAL LLC 110.08%0.08%0.08%Q2 2018Q2 20181
First Capital Advisors Group, LLC. 110.00%0.00%0.00%Q2 2023Q2 20231
TRUEWEALTH LLC 110.00%0.00%0.00%Q4 2017Q4 20171
JNBA Financial Advisors 110.00%0.00%0.00%Q3 2016Q3 20161
Lenox Wealth Management, Inc. 110.03%0.03%0.03%Q4 2015Q4 20151
Beech Hill Advisors, Inc. 110.19%0.19%0.19%Q3 2013Q3 20131
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Platform Technology Partners 110.15%0.15%0.15%Q4 2019Q4 20191
Perigon Wealth Management, LLC 110.04%0.04%0.04%Q3 2021Q3 20211
iSAM Funds (UK) Ltd 110.15%0.15%0.15%Q3 2023Q3 20231
Corbenic Partners LLC 110.00%0.00%0.00%Q4 2014Q4 20141
CAPITAL GROWTH MANAGEMENT LP 110.09%0.09%0.09%Q4 2016Q4 20161
B. Riley Wealth Advisors, Inc. 110.02%0.02%0.02%Q2 2014Q2 20141
Capitolis Advisors LLC 110.02%0.02%0.02%Q4 2021Q4 20211
BHF Kleinwort Benson Group S.A. 110.01%0.01%0.01%Q3 2015Q3 20151
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
AIA Group Ltd 110.02%0.02%0.02%Q2 2023Q2 20231
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
River Road Asset Management, LLC 110.22%0.22%0.22%Q4 2022Q4 20221
Delphia (USA) Inc. 110.19%0.19%0.19%Q1 2022Q1 20221
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 110.06%0.06%0.06%Q3 2014Q3 20141
My Personal CFO, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
INTECH INVESTMENT MANAGEMENT LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Safeguard Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
CI Global Investments Inc. 110.22%0.22%0.22%Q3 2013Q3 20131
Krilogy Financial LLC 110.03%0.03%0.03%Q3 2018Q3 20181
Integrated Advisors Network LLC 110.03%0.03%0.03%Q1 2023Q1 20231
Segantii Capital Management Ltd 110.01%0.01%0.01%Q1 2017Q1 20171
Connacht Asset Management LP 110.80%0.80%0.80%Q2 2022Q2 20221
D'Orazio & Associates, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
Brookstone Capital Management 110.01%0.01%0.01%Q4 2022Q4 20221
Ford Financial Group, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
COMMONWEALTH BANK OF AUSTRALIA 110.00%0.00%0.00%Q4 2013Q4 20131
Wilmington Funds Management Corp 110.02%0.02%0.02%Q4 2013Q4 20131
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
Harel Insurance Investments & Financial Services Ltd. 110.02%0.02%0.02%Q1 2022Q1 20221
Delos Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Longer Investments Inc. 111.36%1.36%1.36%Q1 2016Q1 20161
Capital Asset Advisory Services LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Nebula Research & Development LLC 110.57%0.57%0.57%Q1 2023Q1 20231
SHERBROOKE PARK ADVISERS LLC 110.42%0.42%0.42%Q4 2022Q4 20221
BREMER TRUST NATIONAL ASSOCIATION 110.02%0.02%0.02%Q4 2018Q4 20181
Bremer Bank National Association 110.02%0.02%0.02%Q1 2019Q1 20191
Caldwell Investment Management Ltd. 111.05%1.05%1.05%Q4 2021Q4 20211
HIGHLINE CAPITAL MANAGEMENT, L.P. 111.12%1.12%1.12%Q1 2018Q1 20181
RBF Capital, LLC 110.06%0.06%0.06%Q1 2021Q1 20211
Human Investing LLC 110.02%0.02%0.02%Q3 2019Q3 20191
IBM Retirement Fund 110.01%0.01%0.01%Q2 2016Q2 20161
Elite Wealth Management, Inc. 110.00%0.00%0.00%Q4 2013Q4 20131
Weiss Asset Management LP 110.03%0.03%0.03%Q1 2022Q1 20221
Ameritas Investment Company, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Zweig-DiMenna Associates LLC 110.22%0.22%0.22%Q2 2021Q2 20211
Sandy Spring Bank 110.00%0.00%0.00%Q3 2020Q3 20201
Redhawk Wealth Advisors, Inc. 110.05%0.05%0.05%Q2 2021Q2 20211
JUMP TRADING, LLC 110.02%0.02%0.02%Q2 2019Q2 20191
Rotella Capital Management, Inc. 110.30%0.30%0.30%Q4 2015Q4 20151
Highstreet Asset Management Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
LGT Financial Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Stonehage Fleming (UK) Ltd 110.01%0.01%0.01%Q2 2014Q2 20141
ELEMENT CAPITAL MANAGEMENT LLC 110.04%0.04%0.04%Q1 2019Q1 20191
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Western Asset Management Company, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Bogart Wealth, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
CAHILL FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20211
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
ROSENBLUM SILVERMAN SUTTON S F INC /CA 110.19%0.19%0.19%Q4 2014Q4 20141
Bedel Financial Consulting, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
NJ State Employees Deferred Compensation Plan 110.11%0.11%0.11%Q1 2018Q1 20181
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q3 2014Q3 20141
COMERICA SECURITIES,INC. 110.00%0.00%0.00%Q4 2022Q4 20221
WealthStone, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
XTX MARKETS LLC 110.50%0.50%0.50%Q4 2020Q4 20201
Parametrica Management Ltd 110.15%0.15%0.15%Q1 2022Q1 20221
Clean Yield Group 110.00%0.00%0.00%Q1 2019Q1 20191
CX Institutional 110.00%0.00%0.00%Q2 2019Q2 20191
Regent Peak Wealth Advisors LLC 110.00%0.00%0.00%Q4 2020Q4 20201
MBM Wealth Consultants, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Compagnie Lombard Odier SCmA 110.02%0.02%0.02%Q2 2014Q2 20141
WHITTIER TRUST CO OF NEVADA INC 110.00%0.00%0.00%Q3 2021Q3 20211
COMMERCE BANK 110.00%0.00%0.00%Q3 2023Q3 20231
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.02%0.02%0.02%Q3 2019Q3 20191
Commonwealth Equity Services, Inc 110.00%0.00%0.00%Q2 2013Q2 20131
CAAS CAPITAL MANAGEMENT LP 110.20%0.20%0.20%Q1 2021Q1 20211
Grantham, Mayo, Van Otterloo & Co. LLC 110.00%0.00%0.00%Q3 2022Q3 20221
NATIXIS ADVISORS, L.P. 110.01%0.01%0.01%Q3 2023Q3 20231
Neuberger Berman Canada ULC 110.12%0.12%0.12%Q2 2013Q2 20131
Parisi Gray Wealth Management 110.00%0.00%0.00%Q4 2017Q4 20171
Enlightenment Research, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
LONGFELLOW INVESTMENT MANAGEMENT CO LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Gupta Wealth Management LLC 110.00%0.00%0.00%Q1 2016Q1 20161
HBK Sorce Advisory LLC 110.01%0.01%0.01%Q4 2022Q4 20221
WHITENER CAPITAL MANAGEMENT, INC. 110.00%0.00%0.00%Q1 2019Q1 20191
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Irish Life Investment Managers Ltd. 110.00%0.00%0.00%Q2 2013Q2 20131
WHITTIER TRUST CO 110.00%0.00%0.00%Q3 2023Q3 20231
Karp Capital Management Corp 110.01%0.01%0.01%Q1 2017Q1 20171
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q1 20221
BANK OF HAWAII 110.02%0.02%0.02%Q2 2018Q2 20181
Exos Asset Management LLC 110.04%0.04%0.04%Q2 2021Q2 20211
Wellington Shields Capital Management, LLC 110.19%0.19%0.19%Q1 2014Q1 20141
TWIN CAPITAL MANAGEMENT INC 110.10%0.10%0.10%Q2 2016Q2 20161
BOK Financial Private Wealth, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Almanack Investment Partners, LLC. 110.00%0.00%0.00%Q3 2022Q3 20221
Capital Analysts, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
SANDLER CAPITAL MANAGEMENT 110.56%0.56%0.56%Q2 2015Q2 20151
PACES FERRY WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Amalgamated Financial Corp. 110.02%0.02%0.02%Q1 2022Q1 20221
Tradeworx Inc. 110.17%0.17%0.17%Q1 2013Q1 20131
Vontobel Holding Ltd. 110.00%0.00%0.00%Q2 2021Q2 20211
Jane Street Holding, LLC 110.02%0.02%0.02%Q3 2013Q3 20131
Summit Place Financial Advisors, LLC 110.43%0.43%0.43%Q3 2023Q3 20231
NorthCoast Asset Management LLC 110.06%0.06%0.06%Q2 2013Q2 20131
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Harbour Capital Advisors, LLC 110.28%0.28%0.28%Q1 2015Q1 20151
WealthOne, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Scoria Capital Partners LP 110.56%0.56%0.56%Q1 2016Q1 20161
Corton Capital Inc. 110.16%0.16%0.16%Q1 2022Q1 20221
Cable Hill Partners, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Fortis Capital Advisors, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
Wagner Wealth Management, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Capstone Triton Financial Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Stokes Family Office, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
BRAUN STACEY ASSOCIATES INC 110.02%0.02%0.02%Q1 2014Q1 20141
25 LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Intersect Capital LLC 110.05%0.05%0.05%Q1 2022Q1 20221
Claybrook Capital, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Dean Capital Management 111.02%1.02%1.02%Q1 2016Q1 20161
Opus Capital Group, LLC 110.04%0.04%0.04%Q1 2017Q1 20171
Numeric Investors LLC 110.01%0.01%0.01%Q4 2017Q4 20171
HENNESSY ADVISORS INC 110.06%0.06%0.06%Q1 2018Q1 20181
MERITAGE PORTFOLIO MANAGEMENT 110.27%0.27%0.27%Q1 2020Q1 20201
HM PAYSON & CO 110.00%0.00%0.00%Q3 2023Q3 20231
Neo Ivy Capital Management 110.23%0.23%0.23%Q3 2022Q3 20221
SUVRETTA CAPITAL MANAGEMENT, LLC 110.47%0.47%0.47%Q2 2023Q2 20231
IHT Wealth Management, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
Carroll Financial Associates, Inc. 110.01%0.01%0.01%Q2 2020Q2 20201
VIRGINIA RETIREMENT SYSTEM 110.02%0.02%0.02%Q1 2016Q1 20161
Arden Trust Co 110.01%0.01%0.01%Q1 2020Q1 20201
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Magnus Financial Group LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Vantis Investment Advisers L.P. 111.41%1.41%1.41%Q4 2021Q4 20211
HAP Trading, LLC 110.03%0.03%0.03%Q3 2014Q3 20141
FORT, L.P. 110.01%0.01%0.01%Q4 2018Q4 20181
Empirical Finance, LLC 110.01%0.01%0.01%Q4 2016Q4 20161
Gallacher Capital Management LLC 110.27%0.27%0.27%Q4 2022Q4 20221
ASSOCIATED BANC-CORP 110.00%0.00%0.00%Q1 2020Q1 20201
Lisanti Capital Growth, LLC 110.25%0.25%0.25%Q2 2018Q2 20181
GIRARD PARTNERS LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
Stone Toro Investment Advisers, LP 110.43%0.43%0.43%Q2 2013Q2 20131
Pictet Asset Management Holding SA 110.00%0.00%0.00%Q3 2023Q3 20231
SCHOLTZ & COMPANY, LLC 112.59%2.59%2.59%Q2 2018Q2 20181
Jump Trading, LLC 110.08%0.08%0.08%Q1 2019Q1 20191
Orinda Asset Management LLC 110.12%0.12%0.12%Q2 2015Q2 20151
RBA Wealth Management, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
QUANTUM CAPITAL MANAGEMENT 111.32%1.32%1.32%Q2 2013Q2 20131
FORTALEZA ASSET MANAGEMENT INC/ 111.01%1.01%1.01%Q2 2018Q2 20181
Spartan Fund Management Inc. 110.06%0.06%0.06%Q3 2022Q3 20221
BIVIN & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2021Q4 20211
Partnervest Advisory Services LLC 110.01%0.01%0.01%Q2 2013Q2 20131
NVWM, LLC 110.26%0.26%0.26%Q3 2018Q3 20181
Algebris Investments (UK) LLP 110.10%0.10%0.10%Q2 2015Q2 20151
MCDONALD PARTNERS LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Horan Securities, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
BRANDYWINE OAK PRIVATE WEALTH LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Center for Financial Planning, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
Vident Advisory, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
ROCKEFELLER FINANCIAL SERVICES INC 110.00%0.00%0.00%Q2 2014Q2 20141
West Tower Group, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
CAMBRIDGE TRUST CO 110.00%0.00%0.00%Q4 2021Q4 20211
External links

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