EVERGY INC shareholder history

Current and past EVERGY INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Citadel Advisors 22220.00%0.01%0.11%Q2 2018Q3 202359
SUSQUEHANNA INTERNATIONAL GROUP, LLP 22220.00%0.00%0.01%Q2 2018Q3 202356
Walleye Trading LLC 1810.00%0.00%0.01%Q3 2018Q3 202341
JANE STREET GROUP, LLC 1120.00%0.00%0.02%Q2 2018Q3 202333
CAPSTONE INVESTMENT ADVISORS, LLC 13130.00%0.00%0.02%Q3 2020Q3 202332
Cutler Group LLC / CA 1010.00%0.00%0.06%Q2 2019Q4 202226
MASSMUTUAL TRUST CO FSB/ADV 23230.01%0.02%0.03%Q2 2018Q4 202323
M&R CAPITAL MANAGEMENT INC 23230.01%0.01%0.02%Q2 2018Q4 202323
Norinchukin Bank, The 22220.01%0.02%0.04%Q2 2018Q3 202322
CREDIT SUISSE AG/ 22220.01%0.05%0.17%Q2 2018Q3 202322
Sumitomo Mitsui DS Asset Management Company, Ltd 22220.02%0.03%0.04%Q2 2018Q3 202322
Creative Planning 22220.00%0.01%0.01%Q2 2018Q3 202322
Garner Asset Management Corp 22220.17%0.33%0.60%Q2 2018Q3 202322
WHITTIER TRUST CO OF NEVADA INC 22220.00%0.00%0.00%Q2 2018Q3 202322
Glassman Wealth Services 22220.00%0.00%0.00%Q2 2018Q3 202322
OneDigital Investment Advisors LLC 22220.01%0.02%0.05%Q2 2018Q3 202322
STATE OF MICHIGAN RETIREMENT SYSTEM 22220.02%0.03%0.04%Q2 2018Q3 202322
Allworth Financial LP 22220.00%0.00%0.01%Q2 2018Q3 202322
STATE OF WISCONSIN INVESTMENT BOARD 22220.02%0.03%0.05%Q2 2018Q3 202322
J.P. Morgan Private Wealth Advisors LLC 22220.00%0.00%0.01%Q2 2018Q3 202322
GOLDMAN SACHS GROUP INC 22220.00%0.02%0.05%Q2 2018Q3 202322
STIFEL FINANCIAL CORP 22220.00%0.00%0.01%Q2 2018Q3 202322
Focused Wealth Management, Inc 22220.00%0.00%0.01%Q2 2018Q3 202322
BARCLAYS PLC 22220.01%0.02%0.07%Q2 2018Q3 202322
Kentucky Retirement Systems 22220.03%0.05%0.07%Q2 2018Q3 202322
VAUGHAN DAVID INVESTMENTS LLC/IL 22220.81%0.97%1.14%Q2 2018Q3 202322
TEXAS PERMANENT SCHOOL FUND CORP 22220.02%0.04%0.05%Q2 2018Q3 202322
WELLINGTON MANAGEMENT GROUP LLP 22220.00%0.01%0.01%Q2 2018Q3 202322
APG Asset Management N.V. 22220.04%0.15%0.31%Q2 2018Q3 202322
Louisiana State Employees Retirement System 22220.02%0.03%0.04%Q2 2018Q3 202322
Chicago Partners Investment Group LLC 22220.02%0.04%0.07%Q2 2018Q3 202322
DIMENSIONAL FUND ADVISORS LP 22220.02%0.02%0.03%Q2 2018Q3 202322
ALLIANCEBERNSTEIN L.P. 22220.01%0.01%0.02%Q2 2018Q3 202322
WEDGE CAPITAL MANAGEMENT L L P/NC 22220.18%0.70%1.33%Q2 2018Q3 202322
JANUS HENDERSON GROUP PLC 22220.00%0.05%0.13%Q2 2018Q3 202322
MANUFACTURERS LIFE INSURANCE COMPANY, THE 22220.01%0.01%0.02%Q2 2018Q3 202322
GEODE CAPITAL MANAGEMENT, LLC 22220.03%0.04%0.06%Q2 2018Q3 202322
KORNITZER CAPITAL MANAGEMENT INC /KS 22220.01%0.01%0.01%Q2 2018Q3 202322
BNP PARIBAS FINANCIAL MARKETS 22220.01%0.05%0.18%Q2 2018Q3 202322
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 22220.03%0.05%0.06%Q2 2018Q3 202322
BANK OF AMERICA CORP /DE/ 22220.00%0.01%0.02%Q2 2018Q3 202322
BLAIR WILLIAM & CO/IL 22220.00%0.00%0.00%Q2 2018Q3 202322
Edmonds Duncan Registered Investment Advisors, LLC 22220.20%0.35%0.45%Q2 2018Q3 202322
CITIGROUP INC 22220.00%0.01%0.02%Q2 2018Q3 202322
MACQUARIE GROUP LTD 22220.00%0.01%0.05%Q2 2018Q3 202322
PRICE T ROWE ASSOCIATES INC /MD/ 22220.00%0.05%0.14%Q2 2018Q3 202322
Versant Capital Management, Inc 22220.00%0.01%0.01%Q3 2018Q4 202322
Retirement Planning Group, LLC 22220.12%0.18%0.29%Q2 2018Q3 202322
Capital Analysts, LLC 22220.00%0.16%0.39%Q2 2018Q3 202322
TORONTO DOMINION BANK 22220.01%0.01%0.02%Q2 2018Q3 202322
SENTRY INVESTMENT MANAGEMENT LLC 22220.03%0.05%0.07%Q2 2018Q3 202322
CITY HOLDING CO 22220.01%0.02%0.03%Q2 2018Q3 202322
Robeco Institutional Asset Management B.V. 22220.00%0.01%0.03%Q2 2018Q3 202322
ADAGE CAPITAL PARTNERS GP, L.L.C. 22220.03%0.13%0.42%Q2 2018Q3 202322
QUADRANT CAPITAL GROUP LLC 22220.01%0.01%0.03%Q2 2018Q3 202322
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 22220.05%0.06%0.08%Q2 2018Q3 202322
NORDEA INVESTMENT MANAGEMENT AB 22220.00%0.00%0.00%Q2 2018Q3 202322
AMALGAMATED BANK 22220.03%0.04%0.05%Q2 2018Q3 202322
DUFF & PHELPS INVESTMENT MANAGEMENT CO 22220.76%1.48%2.11%Q2 2018Q3 202322
GABLES CAPITAL MANAGEMENT INC. 22220.00%0.00%0.01%Q2 2018Q3 202322
THRIVENT FINANCIAL FOR LUTHERANS 22220.00%0.02%0.07%Q2 2018Q3 202322
Nuveen Asset Management, LLC 22220.01%0.06%0.21%Q2 2018Q3 202322
HARTFORD INVESTMENT MANAGEMENT CO 22220.03%0.04%0.05%Q2 2018Q3 202322
SeaCrest Wealth Management, LLC 22220.00%0.15%0.22%Q2 2018Q3 202322
ICON ADVISERS INC/CO 22220.10%0.55%0.96%Q2 2018Q3 202322
Cubist Systematic Strategies, LLC 22220.00%0.07%0.20%Q2 2018Q3 202322
First PREMIER Bank 22220.59%1.03%1.66%Q2 2018Q3 202322
SECURIAN ASSET MANAGEMENT, INC 22220.02%0.05%0.09%Q2 2018Q3 202322
VANGUARD GROUP INC 22220.04%0.06%0.08%Q2 2018Q3 202322
JPMORGAN CHASE & CO 22220.01%0.03%0.10%Q2 2018Q3 202322
State of Alaska, Department of Revenue 22220.02%0.12%0.36%Q2 2018Q3 202322
ROYAL BANK OF CANADA 22220.01%0.01%0.02%Q2 2018Q3 202322
PUBLIC SECTOR PENSION INVESTMENT BOARD 22220.01%0.02%0.03%Q2 2018Q3 202322
UBS Group AG 22220.00%0.01%0.02%Q2 2018Q3 202322
NATIXIS ADVISORS, L.P. 22220.01%0.04%0.06%Q2 2018Q3 202322
CAPTRUST FINANCIAL ADVISORS 22220.00%0.08%0.20%Q2 2018Q3 202322
OPPENHEIMER & CO INC 22220.06%0.10%0.14%Q2 2018Q3 202322
Mitsubishi UFJ Trust & Banking Corp 22220.06%0.35%0.66%Q2 2018Q3 202322
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 22220.04%0.05%0.07%Q2 2018Q3 202322
SHELL ASSET MANAGEMENT CO 22220.00%0.06%0.15%Q2 2018Q3 202322
UMB Bank, n.a. 22220.03%0.05%0.07%Q2 2018Q3 202322
TOMPKINS FINANCIAL CORP 12100.01%0.02%0.04%Q2 2018Q4 202322
Bridgecreek Investment Management, LLC 22220.71%0.99%1.31%Q2 2018Q3 202322
Chevy Chase Trust Holdings, LLC 22220.03%0.04%0.06%Q2 2018Q3 202322
SCHRODER INVESTMENT MANAGEMENT GROUP 22220.00%0.03%0.09%Q2 2018Q3 202322
Invesco Ltd. 22220.02%0.07%0.10%Q2 2018Q3 202322
RHUMBLINE ADVISERS 22220.02%0.04%0.06%Q2 2018Q3 202322
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 22220.02%0.03%0.04%Q2 2018Q3 202322
MARK SHEPTOFF FINANCIAL PLANNING, LLC 22220.01%0.02%0.03%Q2 2018Q3 202322
SEI INVESTMENTS CO 22220.01%0.04%0.06%Q2 2018Q3 202322
FINANCIAL COUNSELORS INC 22220.08%0.14%0.22%Q2 2018Q3 202322
WELLS FARGO & COMPANY/MN 22220.00%0.01%0.02%Q2 2018Q3 202322
PROFUND ADVISORS LLC 22220.02%0.04%0.09%Q2 2018Q3 202322
State of New Jersey Common Pension Fund D 22220.01%0.03%0.05%Q2 2018Q3 202322
Arizona State Retirement System 22220.03%0.07%0.15%Q2 2018Q3 202322
IFP Advisors, Inc 1710.01%0.03%0.07%Q1 2016Q3 202322
Epoch Investment Partners, Inc. 22220.05%0.36%0.66%Q2 2018Q3 202322
TD ASSET MANAGEMENT INC 22220.01%0.02%0.03%Q2 2018Q3 202322
Russell Investments Group, Ltd. 22220.03%0.06%0.12%Q2 2018Q3 202322
SG Americas Securities, LLC 22220.00%0.03%0.08%Q2 2018Q3 202322
COMMERCE BANK 22220.01%0.03%0.04%Q2 2018Q3 202322
COMMONWEALTH EQUITY SERVICES, LLC 22220.01%0.01%0.02%Q2 2018Q3 202322
Smithfield Trust Co 22220.00%0.00%0.00%Q2 2018Q3 202322
Gulf International Bank (UK) Ltd 22220.03%0.05%0.08%Q2 2018Q3 202322
Neuberger Berman Group LLC 22220.01%0.05%0.12%Q2 2018Q3 202322
FIRST MANHATTAN CO. LLC. 22220.03%0.06%0.09%Q2 2018Q3 202322
FMR LLC 22220.01%0.04%0.06%Q2 2018Q3 202322
FEDERATED HERMES, INC. 22220.00%0.08%0.32%Q2 2018Q3 202322
ROCKY MOUNTAIN ADVISERS, LLC 22220.02%0.21%0.58%Q2 2018Q3 202322
GREAT WEST LIFE ASSURANCE CO /CAN/ 22220.01%0.02%0.04%Q2 2018Q3 202322
Utah Retirement Systems 22220.03%0.04%0.06%Q2 2018Q3 202322
Cambridge Investment Research Advisors, Inc. 22220.01%0.01%0.02%Q2 2018Q3 202322
Gradient Investments LLC 22220.00%0.00%0.00%Q2 2018Q3 202322
STATE STREET CORP 22220.04%0.05%0.06%Q2 2018Q3 202322
Asset Management One Co., Ltd. 22220.04%0.06%0.08%Q2 2018Q3 202322
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 22220.01%0.03%0.09%Q2 2018Q3 202322
NEW YORK STATE COMMON RETIREMENT FUND 22220.01%0.02%0.04%Q2 2018Q3 202322
STRS OHIO 22220.00%0.01%0.02%Q2 2018Q3 202322
AMERICAN INTERNATIONAL GROUP, INC. 22220.01%0.02%0.03%Q2 2018Q3 202322
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 22220.04%0.05%0.07%Q2 2018Q3 202322
KBC Group NV 22220.00%0.03%0.19%Q2 2018Q3 202322
LAZARD ASSET MANAGEMENT LLC 22220.00%0.00%0.01%Q2 2018Q3 202322
SIGNATUREFD, LLC 22220.00%0.01%0.03%Q2 2018Q3 202322
MILLENNIUM MANAGEMENT LLC 22220.00%0.11%0.35%Q2 2018Q3 202322
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 22220.02%0.03%0.04%Q2 2018Q3 202322
BANK OF NOVA SCOTIA 22220.00%0.07%0.38%Q2 2018Q3 202322
Ameritas Investment Partners, Inc. 22220.01%0.01%0.02%Q2 2018Q3 202322
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 22220.01%0.01%0.02%Q2 2018Q3 202322
Daiwa Securities Group Inc. 22220.00%0.01%0.01%Q2 2018Q3 202322
FIRST FINANCIAL CORP /IN/ 22220.03%0.04%0.08%Q2 2018Q3 202322
HUNTINGTON NATIONAL BANK 22220.00%0.00%0.00%Q2 2018Q3 202322
INTRUST BANK NA 22220.04%0.10%0.20%Q2 2018Q3 202322
Kentucky Retirement Systems Insurance Trust Fund 22220.03%0.05%0.07%Q2 2018Q3 202322
US BANCORP \DE\ 22220.00%0.01%0.01%Q2 2018Q3 202322
Korea Investment CORP 22220.00%0.02%0.06%Q2 2018Q3 202322
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 22220.03%0.04%0.06%Q2 2018Q3 202322
PRUDENTIAL FINANCIAL INC 22220.02%0.03%0.13%Q2 2018Q3 202322
ClearBridge Investments 22220.00%0.00%0.00%Q2 2018Q3 202322
Raymond James Financial Services Advisors, Inc. 22220.00%0.01%0.01%Q2 2018Q3 202322
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 22220.12%0.32%0.61%Q2 2018Q3 202322
State of Tennessee, Treasury Department 22220.01%0.02%0.07%Q2 2018Q3 202322
BlackRock Inc. 22220.02%0.04%0.06%Q2 2018Q3 202322
CENTRAL TRUST Co 22220.01%0.02%0.03%Q2 2018Q3 202322
UBS ASSET MANAGEMENT AMERICAS INC 22220.02%0.04%0.07%Q2 2018Q3 202322
M&T BANK CORP 22220.02%0.05%0.06%Q2 2018Q3 202322
MORGAN STANLEY 22220.00%0.02%0.09%Q2 2018Q3 202322
VOYA INVESTMENT MANAGEMENT LLC 22220.01%0.06%0.26%Q2 2018Q3 202322
Crossmark Global Holdings, Inc. 22220.01%0.02%0.03%Q2 2018Q3 202322
CIBC WORLD MARKETS CORP 22220.00%0.06%1.03%Q2 2018Q3 202322
D.A. DAVIDSON & CO. 22220.00%0.00%0.01%Q2 2018Q3 202322
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 22220.01%0.02%0.04%Q2 2018Q3 202322
Amica Retiree Medical Trust 22220.06%0.37%0.81%Q2 2018Q3 202322
JNBA Financial Advisors 22220.00%0.00%0.05%Q2 2018Q3 202322
GAMCO INVESTORS, INC. ET AL 22220.18%0.29%0.40%Q2 2018Q3 202322
ProShare Advisors LLC 22220.01%0.01%0.03%Q2 2018Q3 202322
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 22220.05%0.09%0.14%Q2 2018Q3 202322
Legal & General Group Plc 22220.04%0.07%0.12%Q2 2018Q3 202322
Bank of New York Mellon Corp 22220.02%0.03%0.04%Q2 2018Q3 202322
FIRST TRUST ADVISORS LP 22220.03%0.12%0.21%Q2 2018Q3 202322
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 22220.02%0.05%0.10%Q2 2018Q3 202322
PANAGORA ASSET MANAGEMENT INC 22220.01%0.03%0.16%Q2 2018Q3 202322
NISA INVESTMENT ADVISORS, LLC 22220.02%0.04%0.19%Q2 2018Q3 202322
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 22220.00%0.00%0.00%Q2 2018Q3 202322
PRINCIPAL FINANCIAL GROUP INC 22220.01%0.04%0.12%Q2 2018Q3 202322
Janney Montgomery Scott LLC 22220.00%0.00%0.01%Q2 2018Q3 202322
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 22220.03%0.04%0.06%Q2 2018Q3 202322
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 22220.01%0.02%0.04%Q2 2018Q3 202322
NOMURA ASSET MANAGEMENT CO LTD 22220.02%0.03%0.07%Q2 2018Q3 202322
Retirement Systems of Alabama 22220.01%0.04%0.16%Q2 2018Q3 202322
Swiss National Bank 22220.03%0.06%0.10%Q2 2018Q3 202322
AQR Capital Management 22220.03%0.05%0.08%Q2 2018Q3 202322
GABELLI FUNDS LLC 22220.53%0.65%0.87%Q2 2018Q3 202322
OLD REPUBLIC INTERNATIONAL CORP 22220.82%1.16%1.85%Q2 2018Q3 202322
Cetera Advisor Networks LLC 22220.00%0.01%0.02%Q2 2018Q3 202322
RAYMOND JAMES TRUST N.A. 22220.01%0.04%0.11%Q2 2018Q3 202322
GUGGENHEIM CAPITAL LLC 22220.04%0.08%0.20%Q2 2018Q3 202322
GATEWAY INVESTMENT ADVISERS LLC 22220.09%0.15%0.33%Q2 2018Q3 202322
ACADIAN ASSET MANAGEMENT LLC 22220.00%0.02%0.06%Q2 2018Q3 202322
Parkside Financial Bank & Trust 22220.00%0.01%0.01%Q2 2018Q3 202322
Hudock, Inc. 22220.03%0.05%0.12%Q2 2018Q3 202322
RAYMOND JAMES & ASSOCIATES 22220.00%0.03%0.07%Q2 2018Q3 202322
Geneos Wealth Management Inc. 22220.00%0.02%0.03%Q2 2018Q3 202322
Freedom Investment Management, Inc. 22220.02%0.07%0.19%Q2 2018Q3 202322
D. E. Shaw & Co., Inc. 22220.00%0.07%0.30%Q2 2018Q3 202322
HighTower Advisors, LLC 22220.00%0.01%0.01%Q2 2018Q3 202322
NAPLES GLOBAL ADVISORS, LLC 22220.05%0.10%0.17%Q2 2018Q3 202322
NORTHERN TRUST CORP 22220.02%0.04%0.05%Q2 2018Q3 202322
LPL Financial LLC 22220.00%0.00%0.01%Q2 2018Q3 202322
AMICA MUTUAL INSURANCE CO 22220.05%0.33%0.66%Q2 2018Q3 202322
BENJAMIN F. EDWARDS & COMPANY, INC. 22220.00%0.01%0.05%Q2 2018Q3 202322
TOCQUEVILLE ASSET MANAGEMENT L.P. 22220.00%0.00%0.01%Q2 2018Q3 202322
WESTPAC BANKING CORP 22220.01%0.06%0.23%Q2 2018Q3 202322
TEACHER RETIREMENT SYSTEM OF TEXAS 22220.02%0.12%0.44%Q2 2018Q3 202322
ATWOOD & PALMER INC 22220.00%0.00%0.01%Q2 2018Q3 202322
CIBC Asset Management Inc 22220.01%0.01%0.01%Q2 2018Q3 202322
AMERIPRISE FINANCIAL INC 22220.00%0.02%0.04%Q2 2018Q3 202322
Trust Co 22220.06%0.28%0.61%Q2 2018Q3 202322
IFM Investors Pty Ltd 22220.03%0.05%0.08%Q2 2018Q3 202322
Treasurer of the State of North Carolina 22220.03%0.04%0.06%Q2 2018Q3 202322
Baird Financial Group, Inc. 22220.00%0.01%0.01%Q2 2018Q3 202322
Sumitomo Mitsui Trust Holdings, Inc. 22220.02%0.04%0.07%Q2 2018Q3 202322
Community Bank of Raymore 22220.98%1.36%2.00%Q2 2018Q3 202322
Mariner, LLC 22220.01%0.01%0.02%Q2 2018Q3 202322
EARNEST PARTNERS LLC 22220.00%0.00%0.00%Q2 2018Q3 202322
FRANKLIN RESOURCES INC 22220.07%0.13%0.16%Q2 2018Q3 202322
Keeley-Teton Advisors, LLC 22220.28%0.38%0.63%Q2 2018Q3 202322
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 22220.01%0.09%0.21%Q2 2018Q3 202322
Magellan Asset Management Ltd 22220.03%0.77%2.01%Q2 2018Q3 202322
Mitsubishi UFJ Asset Management Co., Ltd. 22220.02%0.03%0.05%Q2 2018Q3 202322
WealthTrust Axiom LLC 22220.61%0.80%1.04%Q2 2018Q3 202322
Financial Partners Group, Inc 22220.13%0.24%0.40%Q2 2018Q3 202322
CONNING INC. 22220.06%0.07%0.08%Q2 2018Q3 202322
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 22220.02%0.03%0.06%Q2 2018Q3 202322
CANADA PENSION PLAN INVESTMENT BOARD 22220.00%0.03%0.13%Q2 2018Q3 202322
FIFTH THIRD BANCORP 22220.00%0.00%0.00%Q2 2018Q3 202322
MILLER HOWARD INVESTMENTS INC /NY 22220.03%0.15%0.27%Q2 2018Q3 202322
DEUTSCHE BANK AG\ 22220.01%0.04%0.18%Q2 2018Q3 202322
VICTORY CAPITAL MANAGEMENT INC 22220.03%0.07%0.13%Q2 2018Q3 202322
HSBC HOLDINGS PLC 22220.01%0.02%0.05%Q2 2018Q3 202322
PNC FINANCIAL SERVICES GROUP, INC. 22220.00%0.00%0.00%Q2 2018Q3 202322
Heritage Wealth Advisors 21210.00%0.01%0.01%Q3 2018Q3 202321
Renaissance Technologies 1740.00%0.16%0.43%Q2 2018Q3 202321
COHEN & STEERS, INC. 1560.19%0.27%0.35%Q2 2018Q3 202321
Veritable, L.P. 21210.00%0.01%0.01%Q2 2018Q2 202321
JOHNSON INVESTMENT COUNSEL INC 21210.00%0.01%0.01%Q3 2018Q3 202321
Edgemoor Investment Advisors, Inc. 21210.36%0.49%0.65%Q3 2018Q3 202321
Advisory Services Network, LLC 21210.01%0.02%0.03%Q3 2018Q3 202321
First Command Bank 21210.01%0.03%0.07%Q2 2018Q2 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.02%0.04%Q3 2018Q3 202321
Independence Bank of Kentucky 21210.01%0.02%0.03%Q3 2018Q3 202321
Riggs Asset Managment Co. Inc. 1290.05%0.07%0.12%Q2 2018Q3 202321
ROCKLAND TRUST CO 21210.01%0.64%1.22%Q2 2018Q2 202321
METROPOLITAN LIFE INSURANCE CO/NY 21210.02%0.03%0.04%Q3 2018Q3 202321
Parallel Advisors, LLC 21210.01%0.01%0.02%Q3 2018Q3 202321
Meiji Yasuda Asset Management Co Ltd. 1470.02%0.05%0.09%Q2 2018Q3 202321
AE Wealth Management LLC 21210.01%0.01%0.04%Q3 2018Q3 202321
Alberta Investment Management Corp 21210.02%0.07%0.13%Q2 2018Q2 202321
Mirae Asset Global Investments Co., Ltd. 21210.00%0.00%0.01%Q3 2018Q3 202321
WHITTIER TRUST CO 11100.00%0.00%0.00%Q2 2018Q3 202321
MetLife Investment Management, LLC 21210.02%0.04%0.05%Q3 2018Q3 202321
IMA Wealth, Inc. 21210.04%0.06%0.09%Q2 2018Q2 202321
AMERICAN CENTURY COMPANIES INC 2010.00%0.08%0.28%Q2 2018Q3 202321
Private Advisor Group, LLC 1830.00%0.01%0.02%Q2 2018Q3 202321
MACKENZIE FINANCIAL CORP 21210.00%0.01%0.03%Q3 2018Q3 202321
abrdn plc 21210.01%0.02%0.04%Q3 2018Q3 202321
Baystate Wealth Management LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
Sutton Wealth Advisors Inc. 21210.00%0.00%0.01%Q3 2018Q3 202321
Zurcher Kantonalbank (Zurich Cantonalbank) 21210.01%0.03%0.10%Q3 2018Q3 202321
ENVESTNET ASSET MANAGEMENT INC 2010.00%0.01%0.02%Q2 2018Q3 202321
BANK OF MONTREAL /CAN/ 1920.00%0.01%0.02%Q2 2018Q3 202321
COMERICA BANK 1920.01%0.06%0.10%Q2 2018Q3 202321
Assenagon Asset Management S.A. 1650.00%0.07%0.75%Q2 2018Q3 202321
Tower Research Capital LLC (TRC) 1560.00%0.04%0.20%Q2 2018Q3 202321
Allianz Asset Management GmbH 1290.00%0.04%0.11%Q2 2018Q3 202321
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 1650.01%0.01%0.03%Q2 2018Q3 202321
FARMERS & MERCHANTS INVESTMENTS INC 21210.00%0.00%0.00%Q3 2018Q3 202321
ALBION FINANCIAL GROUP /UT 11100.08%0.15%0.24%Q2 2018Q3 202321
WADE G W & INC 1650.02%0.03%0.05%Q2 2018Q3 202321
Global Retirement Partners, LLC 1470.00%0.02%0.11%Q2 2018Q3 202321
Pacific Center for Financial Services 1830.01%0.02%0.02%Q2 2018Q3 202321
First Command Financial Services, Inc. 21210.00%0.03%0.07%Q2 2018Q2 202321
CRAWFORD INVESTMENT COUNSEL INC 20200.07%0.50%1.38%Q4 2018Q3 202320
V Wealth Advisors LLC 1190.19%0.48%0.80%Q2 2018Q2 202320
Larson Financial Group LLC 20200.00%0.03%0.20%Q4 2018Q3 202320
Sound Income Strategies, LLC 1190.00%0.02%0.04%Q2 2018Q3 202320
CULLEN/FROST BANKERS, INC. 1910.00%0.16%0.25%Q2 2018Q3 202320
MainStreet Investment Advisors LLC 1820.02%0.03%0.06%Q3 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.00%0.01%0.05%Q4 2018Q3 202320
Pinnacle Bancorp, Inc. 20200.01%0.04%0.10%Q4 2018Q3 202320
North Star Investment Management Corp. 1730.00%0.00%0.00%Q3 2018Q3 202320
TRUST CO OF VERMONT 1310.01%0.01%0.01%Q2 2018Q3 202320
CNB Bank 20200.00%0.00%0.02%Q4 2018Q3 202320
BESSEMER GROUP INC 1910.00%0.01%0.05%Q2 2018Q3 202320
Pacer Advisors, Inc. 1420.00%0.03%0.08%Q2 2018Q3 202320
Texas Yale Capital Corp. 1190.01%0.02%0.02%Q2 2018Q2 202320
MOODY NATIONAL BANK TRUST DIVISION 20200.00%0.07%0.11%Q4 2018Q3 202320
Lindbrook Capital, LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
Steward Partners Investment Advisory, LLC 1820.00%0.01%0.01%Q2 2018Q3 202320
TCI Wealth Advisors, Inc. 20200.00%0.01%0.01%Q2 2018Q1 202320
Wealthfront Advisers LLC 20200.00%0.01%0.03%Q4 2018Q3 202320
CreativeOne Wealth, LLC 20200.02%0.03%0.07%Q4 2018Q3 202320
Zions Bancorporation, N.A. 20200.00%0.00%0.01%Q4 2018Q3 202320
Advisors Asset Management, Inc. 1730.00%0.02%0.05%Q2 2018Q3 202320
Lido Advisors, LLC 1280.00%0.01%0.05%Q3 2018Q3 202320
FinTrust Capital Advisors, LLC 20200.00%0.01%0.03%Q4 2018Q3 202320
United Capital Management of KS, Inc. 20200.07%0.27%0.68%Q3 2018Q2 202320
Huber Capital Management LLC 1810.03%0.66%1.90%Q2 2018Q3 202319
VAN ECK ASSOCIATES CORP 1630.00%0.00%0.01%Q4 2018Q3 202319
GOFEN & GLOSSBERG LLC /IL/ 19190.02%0.03%0.06%Q2 2018Q4 202219
Horizon Investment Services, LLC 1630.14%0.25%0.54%Q2 2018Q2 202319
Hartford Financial Management Inc. 19190.00%0.00%0.01%Q2 2018Q4 202219
Summit Global Investments 19190.02%0.67%1.82%Q4 2018Q2 202319
DELTA ASSET MANAGEMENT LLC/TN 1540.00%0.01%0.01%Q2 2018Q3 202319
TSFG, LLC 19190.00%0.00%0.00%Q1 2019Q3 202319
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 19190.00%0.00%0.00%Q1 2019Q3 202319
Sargent Bickham Lagudis LLC 19190.00%0.01%0.01%Q2 2018Q4 202219
Aevitas Wealth Management, Inc. 19190.33%0.47%0.63%Q2 2018Q4 202219
DUPONT CAPITAL MANAGEMENT CORP 19190.00%0.05%0.15%Q4 2018Q2 202319
DekaBank Deutsche Girozentrale 1630.00%0.02%0.16%Q2 2018Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.00%0.02%0.03%Q1 2019Q3 202319
Personal Capital Advisors Corp 19190.20%0.26%0.32%Q2 2018Q4 202219
KCM INVESTMENT ADVISORS LLC 1090.01%0.03%0.08%Q2 2018Q3 202319
SRS Capital Advisors, Inc. 1020.02%0.04%0.07%Q3 2018Q3 202319
SMITH, MOORE & CO. 19190.05%0.07%0.08%Q1 2019Q3 202319
Westside Investment Management, Inc. 1510.00%0.00%0.02%Q2 2018Q3 202319
Ledyard National Bank 1810.00%0.62%0.87%Q4 2018Q3 202319
CWM, LLC 1180.00%0.15%0.18%Q4 2018Q3 202319
Schonfeld Strategic Advisors LLC 1120.00%0.07%0.24%Q2 2018Q3 202319
EAGLE ASSET MANAGEMENT INC 1180.01%0.20%0.56%Q2 2018Q3 202319
Bedel Financial Consulting, Inc. 19190.00%0.03%0.11%Q2 2018Q4 202219
Ashfield Capital Partners, LLC 18180.02%0.03%0.04%Q2 2018Q3 202218
AdvisorNet Financial, Inc 18180.00%0.01%0.02%Q2 2019Q3 202318
AVIVA PLC 1620.00%0.02%0.04%Q3 2018Q1 202318
Manchester Capital Management LLC 18180.00%0.01%0.02%Q2 2019Q3 202318
Squarepoint Ops LLC 1020.00%0.07%0.32%Q2 2018Q3 202318
VALLEY NATIONAL ADVISERS INC 1170.00%0.00%0.00%Q2 2018Q3 202318
MARTINGALE ASSET MANAGEMENT L P 18180.02%0.40%0.59%Q2 2019Q3 202318
Prestige Wealth Management Group LLC 1710.00%0.00%0.01%Q4 2018Q3 202318
CYPRESS CAPITAL MANAGEMENT LLC 18181.38%1.77%2.24%Q2 2018Q3 202218
ING GROEP NV 1310.01%0.05%0.55%Q3 2018Q3 202318
VIRGINIA RETIREMENT SYSTEMS ET AL 930.00%0.03%0.08%Q2 2018Q1 202318
American Portfolios Advisors 18180.00%0.01%0.03%Q2 2018Q3 202218
EATON VANCE MANAGEMENT 18180.00%0.01%0.02%Q2 2018Q3 202218
Covington Capital Management 18180.00%0.00%0.01%Q2 2018Q3 202218
REGENTATLANTIC CAPITAL LLC 18180.01%0.02%0.03%Q2 2018Q3 202218
Redpoint Investment Management Pty Ltd 18180.02%0.14%0.28%Q2 2018Q3 202218
COUNTRY TRUST BANK 1710.00%0.00%0.00%Q1 2019Q3 202318
Verition Fund Management LLC 1310.01%0.07%0.34%Q2 2018Q3 202318
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 18180.19%0.45%0.74%Q1 2019Q2 202318
Point72 Asset Management, L.P. 620.00%0.06%0.24%Q2 2018Q3 202318
HM PAYSON & CO 18180.00%0.00%0.00%Q2 2019Q3 202318
Private Capital Group, LLC 17170.00%0.01%0.03%Q2 2018Q2 202217
JOHN G ULLMAN & ASSOCIATES INC 1250.05%0.54%1.84%Q2 2018Q3 202317
Vigilant Capital Management, LLC 17170.00%0.00%0.01%Q2 2018Q2 202217
EVOKE WEALTH, LLC 17170.00%0.01%0.01%Q3 2019Q3 202317
IHT Wealth Management, LLC 1220.02%0.03%0.08%Q2 2018Q3 202317
NATIXIS 910.00%0.03%0.18%Q3 2018Q2 202317
Rockefeller Capital Management L.P. 17170.00%0.00%0.00%Q1 2019Q1 202317
Ellevest, Inc. 17170.00%0.00%0.01%Q1 2019Q1 202317
SEEYOND 17170.01%0.39%1.09%Q4 2018Q4 202217
SCHULHOFF & CO INC 17170.10%0.16%0.19%Q3 2019Q3 202317
Truvestments Capital LLC 610.01%0.02%0.04%Q3 2018Q3 202317
UNITED CAPITAL FINANCIAL ADVISORS, LLC 17170.00%0.00%0.01%Q2 2018Q2 202217
TimeScale Financial, Inc. 17170.00%0.00%0.00%Q2 2019Q2 202317
PRUDENTIAL PLC 910.00%0.01%0.07%Q3 2018Q3 202317
Frontier Wealth Management LLC 17170.07%0.35%0.54%Q2 2018Q2 202217
MURPHY CAPITAL MANAGEMENT INC 17170.03%0.05%0.07%Q2 2018Q2 202217
MEEDER ASSET MANAGEMENT INC 1030.00%0.06%0.47%Q2 2018Q4 202217
Qube Research & Technologies Ltd 1010.01%0.08%0.20%Q2 2018Q3 202317
Wealth Alliance Advisory Group, LLC 17170.11%0.30%0.55%Q2 2018Q2 202217
Gotham Asset Management, LLC 810.01%0.07%0.32%Q2 2018Q3 202317
Townsend & Associates, Inc 17170.15%0.22%0.29%Q2 2018Q2 202217
PARAMETRIC PORTFOLIO ASSOCIATES LLC 16160.02%0.03%0.04%Q2 2018Q1 202216
Mattern Wealth Management LLC 16160.15%0.25%0.42%Q4 2019Q3 202316
Man Group plc 1060.00%0.08%0.24%Q2 2018Q4 202216
Gemmer Asset Management LLC 16160.00%0.00%0.01%Q2 2018Q1 202216
REGIONS FINANCIAL CORP 1030.00%0.00%0.00%Q3 2018Q3 202316
National Pension Service 16160.00%0.03%0.06%Q4 2019Q3 202316
CX Institutional 1510.00%0.02%0.11%Q2 2018Q2 202216
MACKAY SHIELDS LLC 16160.02%0.03%0.11%Q2 2018Q1 202216
BALYASNY ASSET MANAGEMENT L.P. 710.00%0.09%0.71%Q2 2018Q2 202316
TWO SIGMA INVESTMENTS, LP 520.00%0.03%0.12%Q2 2018Q3 202316
CIGNA INVESTMENTS INC /NEW 16160.03%0.04%0.06%Q2 2018Q1 202216
Royal Fund Management, LLC 880.00%0.04%0.07%Q2 2018Q3 202316
Independent Advisor Alliance 1410.01%0.02%0.05%Q2 2018Q1 202316
GLENMEDE TRUST CO NA 810.00%0.01%0.04%Q2 2018Q3 202316
Sugarloaf Wealth Management, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
Vestcor Inc 16160.01%0.09%0.54%Q4 2019Q3 202316
Ensign Peak Advisors, Inc 16160.02%0.04%0.07%Q4 2019Q3 202316
Mondrian Investment Partners LTD 16160.00%0.00%0.00%Q4 2018Q3 202216
HANCOCK WHITNEY CORP 16160.02%0.06%0.22%Q4 2019Q3 202316
KEYBANK NATIONAL ASSOCIATION/OH 1420.00%0.01%0.02%Q3 2018Q3 202316
Trust Co of Kansas 16160.12%0.24%0.37%Q4 2019Q3 202316
ASSETMARK, INC 880.00%0.01%0.03%Q2 2018Q3 202316
J.W. COLE ADVISORS, INC. 16160.04%0.15%1.25%Q4 2019Q3 202316
SCOUT INVESTMENTS, INC. 1420.32%1.02%2.17%Q3 2018Q3 202316
USS Investment Management Ltd 16160.02%0.05%0.08%Q4 2019Q3 202316
People's United Financial, Inc. 16160.01%0.01%0.02%Q2 2018Q1 202216
TRUIST FINANCIAL CORP 16160.00%0.01%0.01%Q4 2019Q3 202316
IBM Retirement Fund 16160.03%0.04%0.06%Q2 2018Q1 202216
WINTON GROUP Ltd 15150.11%0.23%0.45%Q3 2019Q1 202315
REILLY FINANCIAL ADVISORS, LLC 15150.14%0.17%0.21%Q2 2018Q4 202115
Tarbox Family Office, Inc. 15150.00%0.00%0.01%Q3 2018Q1 202215
TOKIO MARINE ASSET MANAGEMENT CO LTD 960.02%0.16%0.36%Q2 2018Q3 202315
WASHINGTON TRUST Co 15150.00%0.00%0.00%Q1 2020Q3 202315
Vident Investment Advisory, LLC 910.01%0.07%0.16%Q2 2018Q2 202315
WEXFORD CAPITAL LP 720.11%0.98%3.16%Q2 2018Q3 202315
BENJAMIN EDWARDS INC 960.01%0.54%1.23%Q1 2019Q3 202315
Financial Gravity Asset Management, Inc. 710.00%0.04%0.19%Q2 2018Q3 202315
Anchor Investment Management, LLC 15150.03%0.05%0.07%Q2 2018Q4 202115
OSAIC HOLDINGS, INC. 15150.01%0.01%0.01%Q1 2020Q3 202315
Brandywine Global Investment Management, LLC 1050.05%0.09%0.19%Q3 2019Q3 202315
AMP Capital Investors Ltd 15150.06%0.17%0.31%Q2 2018Q4 202115
BerganKDV Wealth Management, LLC 15150.00%0.00%0.01%Q4 2019Q2 202315
LSV ASSET MANAGEMENT 15150.02%0.12%0.18%Q1 2020Q3 202315
MOTCO 1230.00%0.00%0.00%Q2 2018Q3 202315
Good Life Advisors, LLC 15150.04%0.08%0.10%Q2 2018Q4 202115
Avion Wealth 15150.00%0.00%0.00%Q1 2020Q3 202315
Achmea Investment Management B.V. 820.00%0.02%0.09%Q2 2018Q2 202315
World Asset Management Inc 14140.04%0.05%0.06%Q2 2018Q3 202114
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 14141.18%1.50%1.82%Q2 2018Q3 202114
Tortoise Investment Management, LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
1832 Asset Management L.P. 1040.00%0.10%0.36%Q1 2020Q3 202314
XPONANCE, INC. 14140.01%0.03%0.09%Q2 2020Q3 202314
Ellis Investment Partners, LLC 14140.01%0.01%0.01%Q2 2019Q3 202214
JONES FINANCIAL COMPANIES LLLP 1210.00%0.00%0.00%Q2 2018Q3 202314
OPTIMUM INVESTMENT ADVISORS 14140.00%0.01%0.01%Q2 2018Q3 202114
ExodusPoint Capital Management, LP 630.00%0.24%0.63%Q1 2019Q3 202314
MONETA GROUP INVESTMENT ADVISORS LLC 1310.00%0.12%0.18%Q1 2019Q3 202314
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 14140.00%0.01%0.01%Q2 2020Q3 202314
JENNISON ASSOCIATES LLC 860.01%0.09%0.20%Q2 2018Q3 202214
Illinois Municipal Retirement Fund 1310.02%0.16%0.42%Q4 2019Q3 202314
Retirement Group, LLC 910.00%0.00%0.00%Q4 2019Q3 202314
Paloma Partners Management Co 1130.02%0.08%0.18%Q2 2018Q4 202114
VALLEY WEALTH MANAGERS, INC. 1130.00%1.20%2.20%Q2 2018Q4 202214
Walleye Capital LLC 910.03%0.15%0.53%Q2 2019Q1 202314
Riverview Trust Co 1130.01%0.01%0.03%Q4 2018Q2 202314
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1310.00%0.08%0.49%Q4 2019Q2 202314
Carroll Financial Associates, Inc. 14140.00%0.00%0.00%Q3 2018Q4 202114
Jacobi Capital Management LLC 14140.01%0.01%0.01%Q2 2018Q3 202114
EXENCIAL WEALTH ADVISORS, LLC 13130.08%0.28%0.78%Q3 2020Q3 202313
FineMark National Bank & Trust 13130.02%0.13%0.21%Q3 2020Q3 202313
Jefferies Group LLC 620.00%0.02%0.05%Q2 2018Q3 202213
Symmetry Partners, LLC 1210.01%0.02%0.02%Q3 2020Q4 202313
BNP Paribas Asset Management Holding S.A. 850.00%0.00%0.01%Q2 2018Q3 202313
PICTET ASSET MANAGEMENT LTD 13130.01%0.12%0.36%Q2 2018Q2 202113
Valeo Financial Advisors, LLC 1210.00%0.00%0.01%Q2 2018Q3 202313
NICOLET BANKSHARES INC 13130.12%0.14%0.17%Q3 2020Q3 202313
JEPPSON WEALTH MANAGEMENT, LLC 13130.17%0.23%0.32%Q3 2020Q3 202313
First Horizon Advisors, Inc. 13130.00%0.00%0.00%Q3 2020Q3 202313
American National Registered Investment Advisor, Inc. 13130.13%0.17%0.23%Q1 2019Q1 202213
Carolina Wealth Advisors, LLC 13130.01%0.02%0.02%Q3 2020Q3 202313
MERITAGE PORTFOLIO MANAGEMENT 13130.11%0.20%0.32%Q3 2020Q3 202313
QS Investors, LLC 13130.01%0.09%0.22%Q2 2018Q2 202113
BOKF, NA 820.00%0.02%0.04%Q2 2018Q3 202313
Engineers Gate Manager LP 320.01%0.09%0.32%Q2 2019Q3 202313
MML INVESTORS SERVICES, LLC 850.00%0.01%0.02%Q2 2018Q3 202313
Cornerstone Wealth Management, LLC 810.02%0.03%0.04%Q2 2018Q3 202313
INVESTMENT COUNSELORS OF MARYLAND LLC 13130.00%0.01%0.01%Q2 2018Q2 202113
BOOTHBAY FUND MANAGEMENT, LLC 520.01%0.05%0.12%Q2 2018Q3 202313
Clearstead Advisors, LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Cetera Investment Advisers 1210.00%0.01%0.02%Q4 2019Q3 202313
ENTERPRISE FINANCIAL SERVICES CORP 13130.00%0.04%0.49%Q2 2018Q2 202113
Zimmer Partners, LP 710.02%2.08%3.98%Q2 2018Q3 202313
Column Capital Advisors, LLC 1030.00%0.00%0.00%Q4 2019Q3 202313
ARGI Investment Services, LLC 850.01%0.04%0.14%Q2 2019Q4 202213
Kestra Advisory Services, LLC 13130.00%0.01%0.01%Q3 2020Q3 202313
Key FInancial Inc 1210.01%0.02%0.04%Q1 2020Q3 202313
Cresset Asset Management, LLC 1010.00%0.00%0.01%Q4 2018Q3 202313
Pensionmark Financial Group, LLC 910.04%0.06%0.10%Q4 2018Q1 202313
RNC CAPITAL MANAGEMENT LLC 13131.05%1.46%1.89%Q3 2020Q3 202313
Investors Research Corp 13130.00%0.00%0.01%Q1 2019Q1 202213
WORLDQUANT MILLENNIUM ADVISORS LLC 720.02%0.10%0.30%Q3 2018Q3 202313
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 13130.00%0.00%0.01%Q2 2018Q2 202113
AMERICAN NATIONAL INSURANCE CO 13130.12%0.15%0.19%Q1 2019Q1 202213
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 13130.02%0.03%0.04%Q2 2018Q2 202113
OPPENHEIMER ASSET MANAGEMENT INC. 13130.06%0.09%0.13%Q3 2020Q3 202313
SOA Wealth Advisors, LLC. 12120.00%0.00%0.00%Q4 2020Q3 202312
CALTON & ASSOCIATES, INC. 910.04%0.08%0.15%Q3 2019Q1 202312
MONTAG A & ASSOCIATES INC 12120.00%0.00%0.00%Q4 2020Q3 202312
Dynamic Advisor Solutions LLC 12120.03%0.04%0.06%Q4 2020Q3 202312
HITE Hedge Asset Management LLC 12120.36%1.90%2.87%Q4 2020Q3 202312
Rafferty Asset Management, LLC 510.00%0.00%0.01%Q3 2019Q3 202312
Tradition Wealth Management, LLC 12120.01%0.01%0.01%Q4 2020Q3 202312
Bartlett & Co. LLC 810.00%0.00%0.00%Q3 2019Q4 202312
Private Ocean, LLC 930.00%0.00%0.00%Q3 2019Q3 202312
Financial Management Professionals, Inc. 12120.00%0.00%0.00%Q4 2020Q3 202312
Point72 Hong Kong Ltd 410.01%0.10%0.36%Q3 2018Q3 202212
JANICZEK WEALTH MANAGEMENT, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
PFS INVESTMENTS INC. 12120.15%0.26%0.54%Q3 2020Q2 202312
Transamerica Financial Advisors, Inc. 610.00%0.02%0.06%Q2 2019Q3 202312
LS Investment Advisors, LLC 12120.01%0.07%0.12%Q2 2018Q1 202112
TUCKER ASSET MANAGEMENT LLC 12120.00%0.01%0.02%Q4 2020Q3 202312
TEALWOOD ASSET MANAGEMENT INC 1021.02%1.39%2.04%Q4 2018Q4 202112
Dynamic Technology Lab Private Ltd 510.03%0.11%0.32%Q4 2018Q3 202312
Horizon Investments, LLC 410.01%0.02%0.06%Q4 2018Q3 202312
AMUNDI ASSET MANAGEMENT US, INC. 12120.01%0.03%0.11%Q2 2018Q1 202112
CSat Investment Advisory, L.P. 12120.01%0.02%0.06%Q2 2018Q1 202112
Berman Capital Advisors, LLC 12120.00%0.01%0.01%Q4 2018Q3 202112
Vanguard Personalized Indexing Management, LLC 1110.02%0.05%0.23%Q1 2020Q3 202312
DIVIDEND ASSETS CAPITAL, LLC 12120.00%0.01%0.01%Q4 2020Q3 202312
Waterfront Wealth Inc. 12120.10%0.16%0.25%Q4 2020Q3 202312
Andra AP-fonden 610.01%0.10%0.37%Q2 2018Q3 202312
SUN LIFE FINANCIAL INC 12120.00%0.01%0.02%Q2 2018Q1 202112
Johnson Midwest Financial, LLC 12120.08%0.18%0.43%Q4 2020Q3 202312
Caprock Group, LLC 840.02%0.03%0.06%Q3 2020Q3 202312
Prospera Financial Services Inc 1110.03%0.04%0.04%Q3 2020Q3 202312
CoreFirst Bank & Trust 12120.43%0.97%1.26%Q4 2020Q3 202312
Financial Avengers, Inc. 12120.02%0.02%0.03%Q4 2020Q3 202312
CI INVESTMENTS INC. 930.00%0.00%0.01%Q3 2019Q3 202312
MARSHALL WACE, LLP 410.00%0.04%0.15%Q2 2018Q4 202211
MASON STREET ADVISORS, LLC 11110.03%0.04%0.05%Q2 2018Q4 202011
Cetera Advisors LLC 910.00%0.01%0.01%Q2 2018Q3 202311
Blueshift Asset Management, LLC 510.02%0.17%0.43%Q4 2018Q3 202211
ALPS ADVISORS INC 650.00%0.01%0.02%Q4 2018Q3 202311
NORTHWEST INVESTMENT COUNSELORS, LLC 810.00%0.00%0.00%Q3 2019Q3 202311
Skandinaviska Enskilda Banken AB (publ) 830.00%0.01%0.02%Q3 2018Q2 202211
FORVIS Wealth Advisors, LLC 740.01%0.01%0.02%Q4 2019Q3 202311
ROYAL LONDON ASSET MANAGEMENT LTD 11110.02%0.04%0.06%Q4 2018Q2 202111
Aperio Group, LLC 11110.01%0.06%0.10%Q2 2018Q4 202011
MAI Capital Management 920.00%0.01%0.02%Q2 2018Q1 202211
ADVISOR PARTNERS LLC 510.01%0.02%0.04%Q4 2018Q2 202211
HOWE & RUSLING INC 1010.00%0.00%0.00%Q2 2018Q3 202211
Brookstone Capital Management 1010.01%0.01%0.02%Q4 2020Q3 202311
Legg Mason Asset Management (Japan) Co., Ltd. 650.49%0.66%0.79%Q1 2019Q4 202111
AGF Investments LLC 710.00%0.07%0.17%Q3 2018Q3 202211
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 11110.03%0.09%0.12%Q2 2018Q4 202011
KAYNE ANDERSON CAPITAL ADVISORS LP 11110.01%0.20%0.38%Q1 2021Q3 202311
PATHSTONE FAMILY OFFICE, LLC 810.00%0.00%0.01%Q1 2019Q3 202311
Spire Wealth Management 11110.00%0.01%0.02%Q1 2021Q3 202311
JUPITER ASSET MANAGEMENT LTD 11110.01%0.29%0.59%Q1 2021Q3 202311
Sowell Financial Services LLC 710.01%0.02%0.04%Q3 2018Q1 202311
Altshuler Shaham Ltd 650.00%0.00%0.01%Q4 2018Q4 202211
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 830.00%0.00%0.01%Q2 2018Q1 202111
Moors & Cabot, Inc. 11110.02%0.03%0.04%Q1 2021Q3 202311
Sullivan, Bruyette, Speros & Blaney, LLC 11110.01%0.01%0.02%Q3 2018Q1 202111
CAROLINAS WEALTH CONSULTING LLC 11110.00%0.00%0.00%Q4 2020Q2 202311
Maryland State Retirement & Pension System 11110.02%0.04%0.09%Q1 2021Q3 202311
Sunbelt Securities, Inc. 11110.03%0.04%0.04%Q1 2021Q3 202311
PineBridge Investments, L.P. 920.05%0.36%0.51%Q3 2019Q3 202311
Burt Wealth Advisors 11110.01%0.01%0.01%Q2 2018Q4 202011
CIBC WORLD MARKET INC. 510.00%0.00%0.01%Q2 2018Q2 202211
THOMPSON SIEGEL & WALMSLEY LLC 11111.05%1.16%1.28%Q1 2021Q3 202311
Simplicity Solutions, LLC 720.01%0.05%0.12%Q4 2018Q3 202311
Cypress Capital Group 11110.04%0.06%0.08%Q1 2021Q3 202311
Quantitative Investment Management, LLC 11110.06%0.20%0.36%Q1 2019Q3 202111
Brookmont Capital Management 11110.62%0.74%0.86%Q1 2021Q3 202311
Penserra Capital Management LLC 610.00%0.06%0.15%Q3 2018Q3 202311
PIN OAK INVESTMENT ADVISORS INC 910.02%0.04%0.05%Q4 2018Q3 202310
Selective Wealth Management, Inc. 10100.01%0.02%0.04%Q2 2020Q3 202210
TORTOISE CAPITAL ADVISORS, L.L.C. 10100.08%0.09%0.11%Q1 2021Q2 202310
Sonora Investment Management, LLC 10100.00%0.52%1.00%Q2 2019Q3 202110
OPUS INVESTMENT MANAGEMENT INC 10100.51%0.74%0.89%Q2 2018Q3 202010
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.02%0.03%Q2 2018Q3 202010
Accel Wealth Management 10100.01%0.01%0.01%Q4 2020Q1 202310
Trexquant Investment LP 210.04%0.14%0.35%Q4 2018Q3 202310
Connor, Clark & Lunn Investment Management Ltd. 610.00%0.08%0.19%Q2 2018Q4 202210
MV CAPITAL MANAGEMENT, INC. 10100.00%0.00%0.00%Q2 2021Q3 202310
Lenox Wealth Advisors, LLC 510.00%0.00%0.00%Q2 2018Q1 202210
PATRIZIA Pty Ltd 10104.29%5.44%7.68%Q2 2018Q3 202010
TWO SIGMA ADVISERS, LP 730.00%0.01%0.03%Q1 2020Q3 202310
Quantitative Systematic Strategies LLC 640.15%0.32%0.53%Q2 2018Q2 202110
WADDELL & REED FINANCIAL INC 430.01%0.08%0.13%Q2 2018Q1 202110
GPS Wealth Strategies Group, LLC 730.02%0.02%0.02%Q1 2021Q3 202310
Amundi 10100.01%0.02%0.02%Q2 2021Q3 202310
Boston Partners 10100.12%0.16%0.23%Q2 2018Q3 202010
HARBOUR INVESTMENTS, INC. 640.00%0.01%0.01%Q1 2021Q3 202310
BP PLC 640.02%0.05%0.07%Q4 2018Q2 202110
NN Investment Partners Holdings N.V. 640.00%0.02%0.04%Q1 2019Q3 202110
CREDIT AGRICOLE S A 820.00%0.00%0.01%Q3 2019Q3 202310
Bluescape Energy Partners LLC 101016.72%31.10%41.03%Q2 2021Q3 202310
LORD, ABBETT & CO. LLC 10100.06%0.19%0.34%Q2 2018Q3 202010
CARILLON TOWER ADVISERS, INC. 730.10%0.19%0.62%Q2 2018Q4 202010
MUFG Securities EMEA plc 640.01%0.05%0.16%Q2 2018Q1 202110
John W. Brooker & Co., CPAs 10100.01%0.02%0.02%Q4 2019Q1 202210
VOLORIDGE INVESTMENT MANAGEMENT, LLC 610.00%0.04%0.09%Q1 2019Q3 202310
TUDOR INVESTMENT CORP ET AL 510.01%0.08%0.23%Q2 2018Q2 202310
LOOMIS SAYLES & CO L P 730.00%0.00%0.00%Q3 2019Q3 202310
EVERMAY WEALTH MANAGEMENT LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
EXCHANGE TRADED CONCEPTS, LLC 820.00%0.01%0.02%Q2 2020Q4 202310
Brinker Capital Investments, LLC 10100.02%0.04%0.05%Q3 2020Q4 202210
Deseret Mutual Benefit Administrators 10100.02%0.03%0.04%Q2 2021Q3 202310
Inspire Investing, LLC 990.04%0.08%0.19%Q3 2021Q3 20239
Rampart Investment Management Company, LLC 990.02%0.11%0.33%Q2 2018Q2 20209
HRT FINANCIAL LP 510.01%0.09%0.34%Q4 2018Q3 20239
PRELUDE CAPITAL MANAGEMENT, LLC 610.00%0.07%0.20%Q2 2018Q1 20219
Virtu Financial LLC 310.02%0.03%0.06%Q3 2018Q2 20239
Krane Funds Advisors LLC 410.01%0.02%0.03%Q1 2020Q3 20239
SYNOVUS FINANCIAL CORP 990.00%0.01%0.01%Q3 2021Q3 20239
Asset Dedication, LLC 610.00%0.00%0.00%Q3 2018Q3 20239
Rosenberg Matthew Hamilton 720.01%0.03%0.04%Q1 2020Q3 20239
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 540.07%0.44%1.08%Q2 2018Q1 20229
Artemis Investment Management LLP 990.01%0.27%0.68%Q3 2018Q3 20209
Teza Capital Management LLC 310.04%0.27%0.94%Q2 2019Q3 20239
Eagle Bay Advisors LLC 630.00%0.01%0.04%Q2 2021Q3 20239
ONTARIO TEACHERS PENSION PLAN BOARD 510.00%0.03%0.07%Q2 2018Q3 20239
Parallax Volatility Advisers, L.P. 310.00%0.00%0.00%Q3 2018Q4 20209
BI Asset Management Fondsmaeglerselskab A/S 540.00%0.05%0.15%Q3 2019Q3 20239
InterOcean Capital, LLC 990.02%0.03%0.04%Q2 2018Q2 20209
Lion Street Advisors, LLC 990.23%0.29%0.32%Q3 2021Q3 20239
Arete Wealth Advisors, LLC 810.02%0.03%0.06%Q3 2019Q3 20239
GUYASUTA INVESTMENT ADVISORS INC 990.14%0.16%0.19%Q1 2021Q1 20239
Marshall Wace North America L.P. 630.00%0.06%0.13%Q2 2018Q1 20219
Weiss Multi-Strategy Advisers LLC 630.24%0.72%1.57%Q2 2018Q3 20209
BAILARD, INC. 990.01%0.06%0.09%Q3 2021Q3 20239
Capital International Investors 990.04%0.16%0.36%Q3 2021Q3 20239
Arvest Bank Trust Division 990.02%0.02%0.03%Q2 2018Q2 20209
FORA Capital, LLC 410.04%0.11%0.28%Q4 2019Q3 20239
Voya Financial Advisors, Inc. 990.01%0.02%0.02%Q2 2018Q2 20209
Beck Bode, LLC 510.02%2.71%4.22%Q4 2018Q1 20239
CITIZENS FINANCIAL GROUP INC/RI 990.00%0.00%0.00%Q2 2018Q2 20209
TRUEWEALTH LLC 990.00%0.00%0.00%Q2 2018Q2 20209
Barber Financial Group, Inc. 990.04%0.06%0.07%Q2 2018Q2 20209
JAMES INVESTMENT RESEARCH INC 810.00%0.00%0.00%Q2 2018Q3 20209
PSI Advisors, LLC 990.01%0.02%0.02%Q3 2021Q3 20239
Stanley-Laman Group, Ltd. 990.22%0.27%0.30%Q2 2018Q2 20209
SEVEN EIGHT CAPITAL, LP 420.10%0.22%0.46%Q3 2018Q3 20219
Centiva Capital, LP 310.01%0.03%0.07%Q3 2019Q3 20239
Stonebridge Capital Advisors LLC 510.00%0.00%0.00%Q2 2019Q3 20239
ZACKS INVESTMENT MANAGEMENT 810.01%0.45%0.57%Q4 2018Q3 20239
Qtron Investments LLC 420.05%0.15%0.23%Q4 2019Q3 20239
Yaupon Capital Management LP 410.84%2.90%7.24%Q1 2020Q3 20239
TWIN CAPITAL MANAGEMENT INC 990.26%0.37%0.46%Q3 2021Q3 20239
Old North State Trust, LLC 630.00%0.02%0.04%Q3 2018Q1 20219
FIRST MERCANTILE TRUST CO 620.01%0.03%0.06%Q2 2018Q3 20218
Mechanics Financial Corp 880.02%0.02%0.02%Q4 2021Q3 20238
JFS WEALTH ADVISORS, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Willingdon Wealth Management 880.00%0.83%1.01%Q2 2018Q1 20208
Ecofin Advisors Ltd 881.92%2.39%3.30%Q1 2019Q4 20208
Capital Advisors, Ltd. LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Optimal Asset Management, Inc. 880.21%0.29%0.44%Q4 2019Q3 20218
FIRST QUADRANT LLC/CA 880.00%0.07%0.44%Q4 2018Q3 20208
Holocene Advisors, LP 620.01%0.01%0.02%Q1 2021Q3 20238
ADAMSBROWN WEALTH CONSULTANTS LLC 880.36%0.65%1.00%Q4 2021Q3 20238
Financial Architects, Inc 880.01%0.01%0.01%Q2 2018Q1 20208
City State Bank 880.02%0.03%0.04%Q4 2021Q3 20238
NEXT Financial Group, Inc 310.00%0.01%0.03%Q3 2018Q3 20218
Capital Bank & Trust Co 880.00%0.00%0.00%Q2 2018Q1 20208
Covestor Ltd 880.01%0.05%0.14%Q4 2021Q3 20238
Livforsakringsbolaget Skandia, Omsesidigt 880.02%0.02%0.03%Q2 2018Q1 20208
Redwood Investment Management, LLC 710.11%0.42%1.16%Q2 2019Q3 20238
BROWN BROTHERS HARRIMAN & CO 310.00%0.00%0.00%Q2 2019Q3 20238
EverSource Wealth Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
FourThought Financial, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
WATERS PARKERSON & CO., LLC 880.01%0.01%0.02%Q3 2021Q2 20238
Quadrature Capital Ltd 210.01%0.25%1.10%Q3 2018Q3 20238
Gilbert & Cook, Inc. 880.05%0.06%0.07%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Sagefield Capital LP 880.58%0.88%1.16%Q4 2021Q3 20238
WOODWARD DIVERSIFIED CAPITAL, LLC 880.17%0.20%0.23%Q4 2021Q3 20238
CAMBRIDGE TRUST CO 880.00%0.00%0.00%Q4 2021Q3 20238
Capital Asset Advisory Services LLC 710.01%0.03%0.06%Q4 2020Q2 20238
Sonora Investment Management Group, LLC 880.72%0.85%1.05%Q4 2021Q3 20238
Raleigh Capital Management Inc. 880.14%0.18%0.26%Q4 2021Q3 20238
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 880.00%0.00%0.00%Q4 2019Q3 20218
PUTNAM INVESTMENTS LLC 880.01%0.03%0.04%Q2 2018Q1 20208
NATIONAL BANK OF CANADA /FI/ 880.00%0.01%0.06%Q4 2021Q3 20238
Ranch Capital Advisors Inc. 880.01%0.02%0.04%Q4 2019Q3 20218
Klaas Financial Asset Advisors, LLC 880.01%0.01%0.01%Q4 2020Q3 20228
Missouri Trust & Investment Co 880.01%0.01%0.01%Q4 2021Q3 20238
Paladin Advisory Group, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Dakota Wealth Management 880.01%0.03%0.07%Q4 2021Q3 20238
Burleson & Company, LLC 880.00%0.00%0.01%Q1 2021Q4 20228
Allspring Global Investments Holdings, LLC 880.02%0.02%0.03%Q4 2021Q3 20238
Empirical Finance, LLC 880.03%0.03%0.04%Q4 2021Q3 20238
CORNERCAP INVESTMENT COUNSEL INC 410.39%0.54%0.63%Q3 2018Q4 20208
PICTET ASSET MANAGEMENT SA 880.15%0.25%0.33%Q3 2021Q2 20238
Virtus ETF Advisers LLC 880.21%0.62%0.81%Q1 2021Q4 20228
HARVEST GROUP WEALTH MANAGEMENT, LLC 880.00%0.01%0.01%Q1 2019Q4 20208
SVB WEALTH LLC 880.01%0.03%0.04%Q2 2018Q1 20208
YOUSIF CAPITAL MANAGEMENT, LLC 880.03%0.04%0.05%Q4 2021Q3 20238
Covalis Capital LLP 411.79%11.97%20.29%Q2 2018Q3 20238
6 Meridian 880.05%0.05%0.07%Q2 2018Q1 20208
Orion Portfolio Solutions, LLC 530.00%0.02%0.05%Q4 2019Q3 20238
Municipal Employees' Retirement System of Michigan 710.02%0.06%0.10%Q2 2018Q2 20208
West Financial Advisors, LLC 880.01%0.01%0.01%Q4 2020Q3 20228
LOS ANGELES CAPITAL MANAGEMENT LLC 880.00%0.00%0.01%Q1 2021Q4 20228
Hexagon Capital Partners LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Quent Capital, LLC 880.02%0.03%0.04%Q4 2021Q3 20238
Bell Investment Advisors, Inc 620.00%0.00%0.00%Q3 2021Q3 20238
Ninepoint Partners LP 610.10%0.16%0.23%Q2 2020Q3 20227
SILVERCREST ASSET MANAGEMENT GROUP LLC 770.05%0.06%0.06%Q1 2022Q3 20237
Magnus Financial Group LLC 770.02%0.04%0.05%Q4 2018Q2 20207
PAX Financial Group, LLC 770.05%0.05%0.06%Q1 2022Q3 20237
LMCG INVESTMENTS, LLC 770.08%0.10%0.11%Q1 2022Q3 20237
WEALTHCARE CAPITAL MANAGEMENT LLC 610.00%0.00%0.00%Q4 2018Q1 20217
Blackstart Capital LP 524.21%7.03%11.83%Q2 2018Q2 20207
TOEWS CORP /ADV 410.07%0.53%0.80%Q4 2018Q3 20237
Laurel Wealth Advisors, Inc. 510.02%0.04%0.08%Q2 2018Q4 20227
SouthState Corp 770.01%0.01%0.01%Q1 2022Q3 20237
Trilogy Capital Inc. 770.10%0.15%0.19%Q1 2022Q3 20237
OAKBROOK INVESTMENTS LLC 770.04%0.05%0.09%Q2 2018Q4 20197
GUARDIAN LIFE INSURANCE CO OF AMERICA 770.01%0.01%0.01%Q2 2018Q4 20197
Advisor Group, Inc. 770.01%0.01%0.01%Q2 2018Q4 20197
Checchi Capital Advisers, LLC 770.02%0.02%0.03%Q4 2021Q2 20237
Metis Global Partners, LLC 770.02%0.03%0.04%Q1 2022Q3 20237
GSA CAPITAL PARTNERS LLP 310.02%0.06%0.12%Q2 2018Q3 20237
ALPHA WINDWARD LLC 430.01%0.10%0.34%Q3 2018Q3 20207
Capital Group Private Client Services, Inc. 770.02%0.06%0.15%Q1 2022Q3 20237
CLEAR STREET MARKETS LLC 610.00%0.02%0.05%Q1 2020Q2 20237
Bridgewater Associates 520.00%0.01%0.02%Q1 2020Q4 20227
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 770.03%0.04%0.04%Q2 2018Q4 20197
PIEDMONT INVESTMENT ADVISORS INC 610.01%0.01%0.01%Q2 2018Q1 20207
Alaska Permanent Fund Corp 520.00%0.00%0.00%Q4 2021Q3 20237
COUNTRY CLUB BANK /GFN 770.02%0.04%0.05%Q1 2022Q3 20237
Sandy Spring Bank 320.00%0.00%0.00%Q2 2018Q4 20227
Mn Services Vermogensbeheer B.V. 520.06%0.07%0.08%Q2 2018Q2 20237
TWO SIGMA SECURITIES, LLC 410.00%0.00%0.01%Q2 2018Q3 20237
First Personal Financial Services 770.00%0.00%0.00%Q2 2018Q4 20197
ClearBridge Investments Ltd 320.00%0.01%0.02%Q2 2018Q2 20207
Black Diamond Financial, LLC 770.07%0.10%0.12%Q1 2022Q3 20237
BARINGS LLC 610.00%0.02%0.03%Q3 2018Q3 20207
NOMURA HOLDINGS INC 520.00%0.04%0.12%Q3 2019Q2 20217
BANQUE PICTET & CIE SA 770.00%0.00%0.01%Q4 2021Q2 20237
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Tradewinds Capital Management, LLC 770.00%0.00%0.00%Q3 2020Q1 20227
Kepos Capital LP 770.00%0.01%0.02%Q3 2020Q1 20227
Knights of Columbus Asset Advisors LLC 770.11%0.88%1.16%Q2 2018Q4 20197
Capital International, Inc./CA/ 770.00%0.02%0.03%Q1 2022Q3 20237
Hennion & Walsh Asset Management, Inc. 770.02%0.03%0.04%Q1 2022Q3 20237
Leeward Investments, LLC - MA 770.44%0.57%0.69%Q1 2022Q3 20237
Brookfield Asset Management 430.04%0.40%0.65%Q3 2018Q4 20217
Patriot Financial Group Insurance Agency, LLC 770.00%0.00%0.00%Q4 2018Q2 20207
Ameritas Investment Company, LLC 310.00%0.02%0.04%Q4 2018Q3 20217
GoalVest Advisory LLC 770.12%0.17%0.21%Q2 2022Q4 20237
Cornell Pochily Investment Advisors, Inc. 770.08%0.09%0.10%Q4 2021Q2 20237
BROWN ADVISORY INC 410.00%0.00%0.00%Q2 2018Q1 20217
B. Metzler seel. Sohn & Co. AG 770.00%0.00%0.00%Q4 2021Q2 20237
First Bank & Trust 770.01%0.01%0.01%Q4 2020Q2 20227
DC Investments Management, LLC 430.13%0.41%0.73%Q2 2018Q2 20207
Machina Capital S.A.S. 510.06%0.57%1.54%Q4 2018Q3 20237
Destiny Wealth Partners, LLC 610.00%0.02%0.06%Q1 2021Q4 20227
DARK FOREST CAPITAL MANAGEMENT LP 320.00%0.07%0.23%Q2 2021Q3 20237
Csenge Advisory Group 610.00%0.09%0.13%Q3 2018Q2 20207
Certified Advisory Corp 320.00%0.00%0.00%Q4 2019Q3 20237
NWQ INVESTMENT MANAGEMENT COMPANY, LLC 610.11%0.30%0.84%Q2 2018Q3 20207
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 610.07%0.08%0.08%Q1 2021Q4 20227
NewEdge Advisors, LLC 610.00%0.01%0.01%Q4 2021Q3 20237
LONGFELLOW INVESTMENT MANAGEMENT CO LLC 660.02%0.03%0.04%Q4 2020Q1 20226
Czech National Bank 660.03%0.04%0.04%Q3 2022Q4 20236
William Allan Corp 660.24%0.26%0.30%Q4 2021Q1 20236
Catalyst Capital Advisors LLC 660.00%0.00%0.00%Q2 2018Q3 20196
Cerity Partners LLC 660.00%0.01%0.02%Q2 2022Q3 20236
LADENBURG THALMANN FINANCIAL SERVICES INC. 660.01%0.01%0.02%Q3 2018Q4 20196
PFG Private Wealth Management, LLC 660.00%0.00%0.00%Q3 2021Q4 20226
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Marcum Wealth, LLC 510.02%0.03%0.03%Q4 2021Q2 20236
INTECH INVESTMENT MANAGEMENT LLC 660.04%0.06%0.07%Q2 2022Q3 20236
Stone Ridge Asset Management LLC 330.03%0.05%0.10%Q2 2018Q2 20206
Atria Wealth Solutions, Inc. 660.00%0.01%0.01%Q2 2022Q3 20236
Balentine LLC 420.00%0.01%0.04%Q1 2020Q4 20226
Phoenix Wealth Advisors 410.10%0.14%0.21%Q4 2020Q1 20236
Corsicana & Co. 660.00%0.00%0.00%Q2 2021Q3 20226
Beacon Pointe Advisors, LLC 410.00%0.00%0.01%Q3 2021Q3 20236
Rehmann Capital Advisory Group 660.00%0.00%0.00%Q2 2018Q3 20196
ADVANTAGE INVESTMENT MANAGEMENT, LLC 660.10%0.12%0.13%Q2 2018Q3 20196
Crow Point Partners, LLC 660.56%0.81%1.93%Q2 2018Q3 20196
RIVERHEAD CAPITAL MANAGEMENT LLC 660.01%0.07%0.12%Q2 2018Q3 20196
JACOBS LEVY EQUITY MANAGEMENT, INC 510.00%0.01%0.02%Q2 2018Q2 20226
ALETHEA CAPITAL MANAGEMENT, LLC 210.16%0.83%2.55%Q3 2018Q4 20216
Tyers Asset Management LLC 660.01%0.06%0.10%Q2 2018Q3 20196
Glen Harbor Capital Management LLC 660.02%0.08%0.13%Q2 2018Q3 20196
TWINBEECH CAPITAL LP 110.06%0.25%0.59%Q4 2019Q3 20236
Disciplined Investments, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
SIMPLEX TRADING, LLC 310.00%0.00%0.00%Q2 2019Q4 20226
Professional Financial Advisors, LLC 660.00%0.00%0.00%Q2 2021Q3 20226
Cerebellum GP, LLC 660.04%0.19%0.30%Q3 2018Q4 20196
FIL Ltd 660.00%0.00%0.00%Q3 2018Q4 20196
BRINKER CAPITAL INC 660.02%0.04%0.07%Q2 2018Q3 20196
EVERENCE CAPITAL MANAGEMENT INC 660.04%0.05%0.06%Q1 2019Q2 20206
DnB Asset Management AS 330.01%0.01%0.02%Q3 2018Q2 20206
CGN Advisors LLC 660.04%0.05%0.06%Q3 2022Q4 20236
Squar Milner Financial Services LLC 420.00%0.00%0.01%Q3 2018Q1 20206
Crewe Advisors LLC 660.00%0.01%0.01%Q2 2022Q3 20236
CLEARARC CAPITAL INC 660.05%0.06%0.08%Q2 2018Q3 20196
Coann Capital LLC 414.58%7.36%8.90%Q4 2020Q4 20226
LNZ Capital LP 215.53%9.03%13.24%Q2 2018Q2 20216
Arkadios Wealth Advisors 420.00%0.00%0.01%Q4 2019Q3 20216
Virtue Capital Management, LLC 420.05%0.07%0.09%Q4 2021Q3 20236
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 660.02%0.02%0.02%Q2 2022Q3 20236
Capital Directions Investment Advisors, LLC 220.00%0.00%0.01%Q3 2020Q2 20226
PRIVATE TRUST CO NA 660.00%0.00%0.00%Q2 2022Q3 20236
CENTERSQUARE INVESTMENT MANAGEMENT LLC 310.00%0.00%0.00%Q2 2018Q3 20206
Winthrop Partners - WNY, LLC 660.07%0.07%0.08%Q2 2018Q3 20196
TDAM USA INC. 510.02%0.07%0.27%Q2 2018Q4 20216
Eudaimonia Partners, LLC 660.01%0.01%0.02%Q4 2019Q1 20216
Manning & Napier Group, LLC 660.26%0.76%0.93%Q2 2022Q3 20236
ADVOCATE GROUP LLC 660.18%0.73%1.16%Q2 2022Q3 20236
FORSTA AP-FONDEN 660.08%0.15%0.17%Q2 2018Q3 20196
Midwest Wealth Management Inc. 660.83%0.90%0.97%Q4 2020Q1 20226
Elliott Investment Management L.P. 661.53%4.54%5.72%Q4 2020Q1 20226
BOSTON ADVISORS LLC 660.01%0.02%0.02%Q2 2018Q3 20196
U S GLOBAL INVESTORS INC 420.01%0.13%0.22%Q1 2019Q4 20206
Elkfork Partners LLC 660.01%0.06%0.10%Q2 2018Q3 20196
OMERS ADMINISTRATION Corp 510.04%0.07%0.11%Q2 2018Q1 20216
Fulcrum Asset Management LLP 420.04%0.30%0.63%Q2 2020Q1 20226
Meadow Creek Investment Management LLC 660.01%0.06%0.10%Q2 2018Q3 20196
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 660.03%0.08%0.15%Q2 2018Q3 20196
Schubert & Co 660.00%0.00%0.00%Q4 2021Q1 20236
Bayesian Capital Management, LP 310.04%0.12%0.22%Q1 2020Q2 20236
C M BIDWELL & ASSOCIATES LTD 510.00%0.04%0.20%Q3 2019Q1 20226
LMR Partners LLP 420.02%0.11%0.16%Q1 2020Q3 20236
Freedman Financial Associates, Inc. 660.02%0.02%0.02%Q4 2020Q1 20226
GW HENSSLER & ASSOCIATES LTD 660.93%1.07%1.21%Q2 2022Q3 20236
Jump Financial, LLC 310.02%0.03%0.07%Q3 2021Q3 20236
BlueCrest Capital Management Ltd 510.02%0.05%0.18%Q2 2018Q4 20196
BEACH INVESTMENT COUNSEL INC/PA 660.17%0.69%1.35%Q2 2018Q3 20196
Tibra Equities Europe Ltd 410.11%0.19%0.32%Q2 2018Q4 20206
SUNTRUST BANKS INC 660.00%0.01%0.02%Q2 2018Q3 20196
Delos Wealth Advisors, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Carnegie Capital Asset Management, LLC 550.04%0.05%0.05%Q3 2022Q3 20235
Quinn Opportunity Partners LLC 550.07%0.16%0.26%Q1 2020Q1 20215
Proficio Capital Partners LLC 550.02%0.03%0.04%Q2 2018Q2 20195
Visionary Wealth Advisors 550.02%0.03%0.04%Q2 2020Q2 20215
D.B. Root & Company, LLC 550.12%0.13%0.16%Q3 2022Q3 20235
Andesa Financial Management Inc. 550.26%0.30%0.34%Q4 2018Q4 20195
MATHER GROUP, LLC. 550.00%0.00%0.01%Q1 2022Q1 20235
PARK AVENUE SECURITIES LLC 410.00%0.01%0.01%Q1 2022Q3 20235
Employees Retirement System of Texas 550.01%0.02%0.03%Q2 2018Q2 20195
Cornerstone Advisors, Inc. 550.00%0.00%0.01%Q2 2018Q2 20195
Pensionfund Sabic 550.36%0.42%0.47%Q4 2022Q4 20235
PEAPACK GLADSTONE FINANCIAL CORP 550.00%0.01%0.01%Q3 2022Q3 20235
Alpha Omega Wealth Management LLC 550.05%0.05%0.06%Q2 2018Q2 20195
AIGEN INVESTMENT MANAGEMENT, LP 210.05%0.20%0.46%Q2 2020Q3 20235
Mirador Capital Partners LP 550.06%0.10%0.13%Q4 2021Q4 20225
FAS Wealth Partners, Inc. 320.03%0.04%0.06%Q2 2022Q3 20235
Equitable Holdings, Inc. 410.00%0.01%0.01%Q4 2021Q3 20235
CHEMICAL BANK 550.02%0.04%0.06%Q2 2018Q2 20195
Twin Tree Management, LP 550.00%0.01%0.02%Q2 2019Q2 20205
PEAK6 Investments LLC 330.00%0.00%0.01%Q1 2020Q3 20205
Gibson Wealth Advisors LLC 550.78%0.81%0.83%Q4 2021Q4 20225
Magnetar Financial LLC 310.00%0.02%0.09%Q2 2020Q3 20235
SJS Investment Consulting Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
Perella Weinberg Partners Capital Management LP 550.06%0.10%0.13%Q2 2018Q2 20195
Avestar Capital, LLC 550.00%0.00%0.00%Q2 2018Q2 20195
DT Investment Partners, LLC 550.00%0.00%0.01%Q3 2022Q3 20235
Centenus Global Management, LP 412.04%2.56%3.26%Q2 2018Q1 20205
PARADIGM ASSET MANAGEMENT CO LLC 320.03%0.12%0.26%Q1 2019Q3 20235
Verity Asset Management, Inc. 410.14%0.17%0.21%Q1 2022Q3 20235
Quantbot Technologies LP 210.03%0.12%0.21%Q3 2018Q3 20235
Ceredex Value Advisors LLC 210.30%0.58%0.78%Q2 2018Q2 20205
WHITENER CAPITAL MANAGEMENT, INC. 550.00%0.00%0.00%Q3 2018Q3 20195
WOLFF WIESE MAGANA LLC 550.00%0.00%0.00%Q4 2020Q4 20215
AIA Investment Management Private Ltd 550.01%0.02%0.02%Q3 2019Q3 20205
FOX RUN MANAGEMENT, L.L.C. 210.12%0.28%0.71%Q3 2018Q2 20225
LUMINUS MANAGEMENT LLC 320.18%0.55%0.92%Q2 2018Q4 20215
UNITED SERVICES AUTOMOBILE ASSOCIATION 550.03%0.03%0.04%Q2 2018Q2 20195
Pearl River Capital, LLC 310.02%0.28%0.65%Q3 2019Q3 20235
VisionPoint Advisory Group, LLC 410.00%0.47%0.66%Q4 2018Q3 20235
HORIZON BANCORP INC /IN/ 410.00%0.01%0.01%Q3 2020Q3 20235
Savant Capital, LLC 410.00%0.00%0.01%Q1 2022Q3 20235
TOWNSQUARE CAPITAL LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Zullo Investment Group, Inc. 550.02%0.02%0.02%Q4 2021Q4 20225
Oak Thistle LLC 310.20%0.44%0.63%Q4 2021Q3 20235
Hexavest Inc. 550.14%0.16%0.18%Q1 2020Q1 20215
Advisory Alpha, LLC 310.00%0.00%0.01%Q1 2019Q3 20205
TCF National Bank 210.02%0.02%0.03%Q3 2019Q1 20215
COMMONWEALTH BANK OF AUSTRALIA 552.15%2.65%3.38%Q2 2018Q2 20195
CLEAR INVESTMENT RESEARCH, LLC 550.00%0.00%0.00%Q3 2018Q3 20195
Y-Intercept (Hong Kong) Ltd 210.04%0.11%0.19%Q1 2021Q3 20235
AGF INVESTMENTS INC. 310.00%0.01%0.02%Q1 2020Q3 20225
GROUP ONE TRADING, L.P. 110.00%0.00%0.01%Q2 2018Q4 20225
WestEnd Advisors, LLC 410.00%0.00%0.00%Q2 2022Q3 20235
Quantamental Technologies LLC 410.14%0.38%0.71%Q1 2019Q3 20215
OCCUDO QUANTITATIVE STRATEGIES LP 210.03%0.21%0.38%Q4 2020Q3 20235
WRAPMANAGER INC 320.06%0.06%0.07%Q4 2021Q1 20235
AJO, LP 550.00%0.10%0.42%Q3 2019Q3 20205
HighPoint Advisor Group LLC 210.02%0.03%0.03%Q2 2019Q2 20225
Red Tortoise LLC 410.00%0.01%0.02%Q3 2021Q3 20235
WOLVERINE TRADING, LLC 210.00%0.00%0.01%Q4 2019Q4 20225
Clearview Wealth Advisors LLC 550.01%0.03%0.04%Q4 2020Q4 20215
Vontobel Holding Ltd. 410.00%0.00%0.00%Q4 2020Q2 20225
Concord Wealth Partners 550.00%0.00%0.00%Q2 2021Q2 20225
TRANSCEND CAPITAL ADVISORS, LLC 410.02%0.02%0.02%Q3 2021Q4 20225
ADVISOR PARTNERS II, LLC 550.01%0.01%0.02%Q3 2022Q3 20235
Midwest Professional Planners, LTD. 310.17%0.18%0.19%Q2 2020Q2 20214
Wealthspire Advisors, L.P. 440.00%0.00%0.01%Q2 2018Q1 20194
Snowden Capital Advisors LLC 310.00%0.00%0.00%Q2 2019Q4 20214
TRUSTCORE FINANCIAL SERVICES, LLC 210.00%0.00%0.01%Q4 2020Q3 20224
QCI ASSET MANAGEMENT INC/NY 440.00%0.00%0.00%Q2 2019Q1 20204
Sterling Financial Planning, Inc. 440.00%0.00%0.00%Q4 2020Q3 20214
CVA Family Office, LLC 440.00%0.01%0.01%Q1 2022Q4 20224
Ergoteles LLC 210.04%0.12%0.27%Q3 2020Q2 20234
TEACHERS ADVISORS, LLC 440.04%0.06%0.08%Q2 2018Q1 20194
USCA RIA LLC 440.14%0.25%0.30%Q2 2019Q1 20204
Farther Finance Advisors, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
LEVEL FOUR ADVISORY SERVICES, LLC 310.01%0.03%0.04%Q2 2018Q2 20234
MONROE BANK & TRUST/MI 440.07%0.08%0.08%Q3 2018Q2 20194
New England Research & Management, Inc. 440.16%0.29%0.62%Q3 2020Q2 20214
RFP Financial Group LLC 440.00%0.00%0.01%Q4 2022Q3 20234
ALPHASIMPLEX GROUP, LLC 440.17%0.18%0.22%Q1 2019Q4 20194
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.00%0.00%Q4 2022Q3 20234
Knuff & Co LLC 440.01%0.01%0.02%Q3 2019Q2 20204
Integris Wealth Management, LLC 440.08%0.10%0.11%Q4 2022Q3 20234
NuWave Investment Management, LLC 210.02%0.27%0.73%Q3 2020Q3 20224
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 110.00%0.00%0.00%Q3 2020Q3 20234
FIRST HORIZON CORP 440.00%0.00%0.00%Q3 2020Q2 20214
REAVES W H & CO INC 440.08%0.34%0.46%Q2 2018Q1 20194
Bleakley Financial Group, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
FSA Wealth Management LLC 310.01%0.01%0.01%Q4 2019Q4 20204
MUFG Americas Holdings Corp 220.00%0.00%0.00%Q2 2018Q1 20214
Impax Asset Management Group plc 440.00%0.00%0.00%Q4 2018Q3 20194
Bryn Mawr Capital Management, LLC 440.50%0.82%1.00%Q4 2022Q3 20234
Corient Private Wealth LLC 440.00%0.01%0.01%Q4 2022Q3 20234
KWMG, LLC 440.00%0.01%0.01%Q2 2018Q1 20194
Aquatic Capital Management LLC 210.02%0.11%0.19%Q4 2021Q3 20234
Steward Financial Group LLC 210.00%0.00%0.00%Q2 2022Q3 20234
AXA S.A. 210.00%0.00%0.01%Q2 2018Q4 20214
Coppell Advisory Solutions LLC 440.12%0.13%0.13%Q4 2022Q3 20234
Realta Investment Advisors 440.00%0.01%0.01%Q1 2019Q4 20194
Atom Investors LP 210.03%0.14%0.24%Q4 2018Q3 20234
KAVAR CAPITAL PARTNERS GROUP, LLC 310.04%0.05%0.05%Q1 2022Q2 20234
CIBC Private Wealth Group, LLC 210.00%0.01%0.04%Q4 2020Q1 20234
Capital International Sarl 440.07%0.11%0.15%Q1 2022Q4 20224
LaFleur & Godfrey LLC 440.04%0.06%0.08%Q4 2022Q3 20234
Virtus Investment Advisers, Inc. 440.04%0.06%0.06%Q3 2022Q2 20234
Accurate Wealth Management, LLC 440.06%0.07%0.08%Q4 2022Q3 20234
MIRABELLA FINANCIAL SERVICES LLP 110.14%0.26%0.37%Q1 2021Q3 20234
Fieldpoint Private Securities, LLC 440.00%0.00%0.00%Q3 2021Q2 20224
Colonial Trust Advisors 440.00%0.00%0.01%Q4 2022Q3 20234
IronBridge Private Wealth, LLC 440.00%0.00%0.00%Q1 2021Q4 20214
Daiwa SB Investments Ltd. 440.00%0.01%0.01%Q2 2018Q1 20194
Householder Group Estate & Retirement Specialist, LLC 310.02%0.04%0.10%Q3 2022Q3 20234
SHERBROOKE PARK ADVISERS LLC 440.27%0.40%0.54%Q4 2022Q3 20234
AIA Group Ltd 440.01%0.03%0.04%Q2 2022Q1 20234
Glassy Mountain Advisors, Inc. 310.14%0.15%0.16%Q4 2021Q4 20224
Capitolis Advisors LLC 310.00%0.07%0.11%Q4 2020Q4 20214
YorkBridge Wealth Partners, LLC 440.01%0.01%0.01%Q3 2018Q2 20194
IAMS WEALTH MANAGEMENT, LLC 440.30%0.33%0.37%Q4 2022Q3 20234
Ameritas Advisory Services, LLC 310.01%0.01%0.01%Q4 2021Q1 20234
Bridgefront Capital, LLC 210.06%0.26%0.50%Q1 2021Q3 20234
Prime Capital Investment Advisors, LLC 210.00%0.01%0.01%Q2 2018Q2 20214
Wealth Quarterback LLC 220.00%0.00%0.00%Q4 2019Q3 20214
Banque Cantonale Vaudoise 440.02%0.02%0.02%Q4 2021Q3 20224
SEGALL BRYANT & HAMILL, LLC 440.00%0.01%0.01%Q2 2018Q1 20194
MQS Management LLC 310.14%0.22%0.39%Q1 2022Q3 20234
GW&K Investment Management, LLC 220.00%0.00%0.00%Q1 2022Q3 20234
NORTHWEST WEALTH MANAGEMENT, LLC 440.06%0.06%0.07%Q2 2018Q1 20194
Tevis Investment Management 440.02%0.03%0.04%Q4 2021Q3 20224
Ruedi Wealth Management, Inc. 440.03%0.04%0.04%Q4 2022Q3 20234
Jackson Creek Investment Advisors LLC 440.08%0.13%0.15%Q3 2021Q2 20224
CAPITAL FUND MANAGEMENT S.A. 110.00%0.04%0.10%Q1 2019Q3 20234
Sound Stewardship, LLC 440.14%0.17%0.20%Q4 2022Q3 20234
Western Wealth Management, LLC 440.04%0.05%0.06%Q4 2018Q3 20194
Quantinno Capital Management LP 310.02%0.06%0.14%Q3 2020Q3 20234
Hoover Financial Advisors, Inc. 310.00%0.00%0.01%Q2 2020Q2 20214
CARLSON CAPITAL L P 310.29%0.71%0.94%Q2 2018Q3 20204
Baker Avenue Asset Management, LP 440.00%0.00%0.00%Q4 2022Q3 20234
Tradewinds, LLC. 220.13%0.15%0.17%Q2 2022Q2 20234
NumerixS Investment Technologies Inc 210.09%0.13%0.18%Q3 2018Q1 20204
Wealthcare Advisory Partners LLC 210.00%0.00%0.00%Q2 2018Q1 20214
44 WEALTH MANAGEMENT LLC 442.09%2.30%2.42%Q1 2022Q4 20224
Koesten, Hirschmann & Crabtree, INC. 440.01%0.01%0.01%Q4 2022Q3 20234
OppenheimerFunds, Inc. 440.00%0.03%0.05%Q2 2018Q1 20194
Energy Income Partners, LLC 440.47%0.50%0.55%Q4 2022Q3 20234
McIlrath & Eck, LLC 310.00%0.00%0.01%Q2 2018Q4 20204
True Wealth Design, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.00%0.00%0.00%Q4 2022Q3 20234
COMPASS FINANCIAL ADVISORS LLC 310.24%0.26%0.28%Q4 2021Q4 20224
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 310.10%0.11%0.13%Q2 2020Q4 20224
FIRST NATIONAL BANK OF OMAHA 440.01%0.01%0.02%Q2 2018Q1 20194
Hilton Capital Management, LLC 441.67%1.86%2.06%Q4 2018Q3 20194
TIAA CREF INVESTMENT MANAGEMENT LLC 440.02%0.03%0.03%Q2 2018Q1 20194
Laurion Capital Management LP 210.01%0.04%0.06%Q4 2018Q3 20204
A.R.T. Advisors, LLC 330.06%0.15%0.29%Q2 2018Q4 20183
TOMS Capital Investment Management LP 226.08%15.80%30.75%Q2 2020Q3 20203
Glass Jacobson Investment Advisors llc 210.02%0.03%0.03%Q4 2022Q3 20233
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 333.87%3.99%4.18%Q1 2021Q3 20213
MARSHWINDS ADVISORY CO 330.42%0.45%0.49%Q2 2018Q4 20183
WESTWOOD HOLDINGS GROUP INC 210.00%0.00%0.00%Q4 2022Q3 20233
BB&T SECURITIES, LLC 330.00%0.00%0.00%Q1 2019Q3 20193
MENTA CAPITAL LLC 330.10%0.13%0.15%Q4 2018Q2 20193
Financial Engines Advisors L.L.C. 110.01%0.02%0.04%Q2 2018Q3 20193
Empower Advisory Group, LLC 330.18%0.21%0.24%Q1 2023Q3 20233
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 210.00%0.00%0.00%Q4 2022Q3 20233
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 330.01%0.02%0.02%Q4 2018Q2 20193
CWS Financial Advisors, LLC 330.15%0.16%0.17%Q4 2019Q2 20203
Fiera Capital Corp 330.00%0.00%0.00%Q2 2019Q4 20193
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
Ritter Daniher Financial Advisory LLC / DE 330.00%0.00%0.00%Q1 2023Q3 20233
Castellan Group 331.49%1.61%1.72%Q4 2022Q2 20233
WELD CAPITAL MANAGEMENT LLC 330.04%0.24%0.63%Q1 2019Q3 20193
ELEMENT CAPITAL MANAGEMENT LLC 330.11%0.12%0.13%Q1 2023Q3 20233
Pendal Group Ltd 110.00%0.01%0.02%Q1 2020Q4 20223
Evolution Wealth Advisors, LLC 210.00%0.00%0.00%Q2 2019Q2 20203
Echo Street Capital Management LLC 110.00%0.01%0.02%Q2 2020Q3 20233
TIVERTON ASSET MANAGEMENT LLC 330.00%0.01%0.02%Q1 2019Q3 20193
OLIVER LAGORE VANVALIN INVESTMENT GROUP 210.00%0.00%0.00%Q2 2022Q3 20233
Beach Investment Management, LLC. 331.52%1.81%2.25%Q2 2018Q4 20183
XTX Topco Ltd 110.10%0.14%0.20%Q3 2021Q2 20233
Centerpoint Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Cipher Capital LP 210.47%0.64%0.84%Q3 2019Q2 20233
Greenland Capital Management LP 330.12%0.72%1.04%Q1 2023Q3 20233
HHM Wealth Advisors, LLC 330.01%0.01%0.01%Q1 2020Q3 20203
WEBSTER BANK, N. A. 330.00%0.00%0.00%Q3 2018Q1 20193
WealthBridge Capital Management, LLC 210.01%0.03%0.08%Q4 2018Q1 20223
Cable Hill Partners, LLC 330.00%0.00%0.00%Q3 2018Q1 20193
Kaizen Advisory, LLC 330.02%0.02%0.03%Q2 2018Q4 20183
Country Club Trust Company, n.a. 330.02%0.03%0.04%Q2 2021Q4 20213
Barnett & Company, Inc. 330.00%0.01%0.01%Q3 2019Q1 20203
Castleton Investment Management LLC 330.21%3.26%5.35%Q2 2018Q4 20183
LIBERTY WEALTH MANAGEMENT LLC 210.00%0.00%0.00%Q4 2019Q1 20213
CALDWELL SUTTER CAPITAL, INC. 330.03%0.03%0.04%Q1 2023Q3 20233
STONERIDGE INVESTMENT PARTNERS LLC 210.18%0.84%1.34%Q3 2020Q2 20213
BESSEMER SECURITIES LLC 330.60%0.70%0.78%Q3 2019Q1 20203
Procyon Advisors, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
South Dakota Investment Council 330.01%0.01%0.01%Q2 2018Q4 20183
ADAMS DIVERSIFIED EQUITY FUND, INC. 330.50%0.52%0.55%Q3 2021Q1 20223
WealthTrust-Arizona, LLC 330.00%0.00%0.00%Q2 2018Q4 20183
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 330.10%0.12%0.13%Q2 2018Q4 20183
OSTRUM ASSET MANAGEMENT 330.01%0.01%0.01%Q1 2023Q3 20233
Paragon Capital Management Ltd 210.01%0.23%0.35%Q2 2018Q4 20213
Executive Wealth Management, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
Polianta Ltd 210.48%0.51%0.57%Q1 2020Q3 20233
SALEM INVESTMENT COUNSELORS INC 330.00%0.00%0.00%Q1 2023Q3 20233
BDO Wealth Advisors, LLC 330.02%0.02%0.02%Q2 2018Q4 20183
American Investment Services, Inc. 330.53%0.70%0.80%Q2 2018Q4 20183
FRONTIER INVESTMENT MGMT CO 330.30%0.33%0.35%Q2 2018Q4 20183
Signition LP 330.22%0.25%0.28%Q2 2018Q4 20183
Spectrum Management Group, LLC 330.00%0.00%0.00%Q1 2020Q3 20203
Bellwether Advisors, LLC 210.00%0.00%0.01%Q2 2021Q3 20223
Midwest Financial Group LLC 330.53%0.61%0.69%Q1 2023Q3 20233
Meeder Advisory Services, Inc. 330.03%0.03%0.04%Q1 2023Q3 20233
Senator Investment Group LP 330.19%0.22%0.24%Q3 2021Q1 20223
BTG Pactual Global Asset Management Ltd 330.29%0.56%0.76%Q1 2023Q3 20233
GREAT VALLEY ADVISOR GROUP, INC. 330.01%0.01%0.02%Q2 2022Q4 20223
Brand Asset Management Group, Inc. 330.01%0.01%0.01%Q1 2019Q3 20193
O'Shares Investment Advisers, LLC 330.13%0.13%0.14%Q4 2018Q2 20193
Itau Unibanco Holding S.A. 210.00%0.01%0.02%Q4 2019Q3 20233
Mosaic Family Wealth, LLC 330.01%0.01%0.01%Q3 2018Q1 20193
Advisor OS, LLC 330.04%0.06%0.08%Q4 2022Q2 20233
ROPES WEALTH ADVISORS LLC 110.00%0.00%0.00%Q2 2018Q4 20203
STEEL GROVE CAPITAL ADVISORS, LLC 330.20%0.22%0.25%Q1 2023Q3 20233
Investment Management Corp of Ontario 210.03%0.04%0.05%Q4 2022Q3 20233
Soros Fund Management 210.09%0.17%0.28%Q2 2018Q2 20203
JOYN Advisors, Inc. 330.00%0.00%0.01%Q2 2018Q4 20183
COWA, LLC 210.02%0.04%0.05%Q4 2020Q3 20223
KARLINSKI ANDREW C 330.00%0.00%0.00%Q1 2022Q3 20223
PointState Capital LP 110.03%0.15%0.24%Q2 2018Q3 20233
SIENA CAPITAL LLC 330.00%0.00%0.00%Q1 2022Q3 20223
MD Financial Management Inc. 330.04%0.05%0.05%Q2 2021Q4 20213
Soltis Investment Advisors LLC 330.03%0.03%0.03%Q4 2021Q2 20223
Standard Family Office LLC 330.00%0.00%0.00%Q4 2020Q2 20213
First National Advisers, LLC 330.20%0.26%0.30%Q4 2022Q2 20233
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 210.04%0.04%0.04%Q3 2019Q3 20233
CoreCap Advisors, LLC 110.00%0.00%0.01%Q4 2021Q4 20223
State of Wyoming 330.03%0.04%0.04%Q2 2021Q4 20213
Trifecta Capital Advisors, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Integrated Wealth Concepts LLC 330.01%0.01%0.01%Q1 2023Q3 20233
ICA Group Wealth Management, LLC 330.03%0.03%0.03%Q4 2022Q2 20233
Clear Sky Advisers, LLC 333.96%5.33%6.68%Q1 2022Q3 20223
Farmers & Merchants Trust Co of Chambersburg PA 210.02%0.02%0.02%Q2 2018Q1 20213
FOSTER DYKEMA CABOT & CO INC/MA 330.00%0.00%0.00%Q1 2023Q3 20233
FIRST HAWAIIAN BANK 330.00%0.00%0.00%Q3 2018Q1 20193
Integrated Advisors Network LLC 330.21%0.22%0.23%Q1 2022Q3 20223
COLDSTREAM CAPITAL MANAGEMENT INC 330.01%0.01%0.01%Q4 2022Q2 20233
Kiwi Wealth Investments Limited Partnership 330.16%0.21%0.29%Q1 2020Q3 20203
Cornerstone Planning Group LLC 210.00%0.01%0.02%Q4 2022Q3 20233
tru Independence LLC 330.00%0.00%0.00%Q4 2019Q2 20203
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 330.16%0.66%1.11%Q2 2020Q4 20203
Corvex Management LP 330.43%1.61%2.29%Q2 2020Q4 20203
KENNEDY CAPITAL MANAGEMENT LLC 330.28%0.31%0.38%Q2 2018Q4 20183
Price Wealth, LLC 210.00%0.00%0.01%Q4 2019Q3 20203
Avior Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Dai-ichi Life Insurance Company, Ltd 330.01%0.04%0.08%Q1 2019Q3 20193
Sustainable Insight Capital Management, LLC 330.45%1.20%2.00%Q3 2018Q1 20193
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 330.00%0.00%0.00%Q4 2019Q2 20203
LBP AM SA 210.03%0.04%0.05%Q4 2022Q3 20233
Nova R Wealth, Inc. 210.16%0.16%0.17%Q4 2021Q1 20233
Point72 Middle East FZE 210.05%0.06%0.06%Q4 2022Q3 20233
Capula Management Ltd 210.00%0.01%0.01%Q2 2021Q4 20223
DUBUQUE BANK & TRUST CO 330.00%0.01%0.02%Q3 2018Q1 20193
AMICA PENSION FUND BOARD OF TRUSTEES 330.06%0.07%0.07%Q2 2018Q4 20183
Donoghue Forlines LLC 110.21%0.29%0.36%Q3 2019Q4 20202
ELLINGTON MANAGEMENT GROUP LLC 220.04%0.05%0.06%Q1 2019Q2 20192
AGF MANAGEMENT LTD 110.01%0.02%0.03%Q4 2022Q3 20232
Dorsey Wright & Associates 110.07%0.16%0.26%Q1 2019Q4 20192
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.01%0.01%Q4 2020Q1 20212
BCK CAPITAL MANAGEMENT LP 220.58%1.05%1.52%Q4 2020Q1 20212
Migdal Insurance & Financial Holdings Ltd. 220.00%0.00%0.00%Q1 2021Q2 20212
Meritage Group LP 110.01%0.01%0.01%Q4 2019Q3 20202
1834 INVESTMENT ADVISORS CO 220.00%0.00%0.00%Q2 2018Q3 20182
Candriam S.C.A. 220.02%0.07%0.11%Q2 2018Q3 20182
Employers Holdings, Inc. 220.20%0.20%0.20%Q3 2020Q4 20202
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 220.01%0.01%0.02%Q3 2021Q4 20212
Pacifica Partners Inc. 220.01%0.01%0.01%Q3 2023Q4 20232
SPIRIT OF AMERICA MANAGEMENT CORP/NY 220.01%0.01%0.02%Q2 2023Q3 20232
MANA Advisors LLC 110.48%1.39%2.30%Q3 2018Q2 20192
Mach-1 Financial Group, LLC 220.02%0.02%0.02%Q2 2022Q3 20222
THOMPSON DAVIS & CO., INC. 220.04%0.05%0.06%Q2 2018Q3 20182
Coppell Advisory Solutions Corp. 220.13%0.13%0.13%Q4 2022Q1 20232
Dorsey & Whitney Trust CO LLC 220.02%0.02%0.02%Q4 2021Q1 20222
DUALITY ADVISERS, LP 110.03%0.25%0.48%Q3 2022Q3 20232
MARINO, STRAM & ASSOCIATES LLC 220.04%0.04%0.04%Q2 2018Q3 20182
Jupiter Investment Management Ltd 110.06%0.07%0.09%Q1 2019Q1 20202
RMB Capital Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Resolute Advisors LLC 220.00%0.00%0.00%Q2 2021Q3 20212
25 LLC 220.00%0.00%0.01%Q1 2023Q2 20232
Intercontinental Wealth Advisors, LLC 220.06%0.06%0.06%Q1 2023Q2 20232
Segantii Capital Management Ltd 220.23%0.36%0.48%Q2 2020Q3 20202
JUMP TRADING, LLC 110.02%0.10%0.19%Q2 2019Q1 20202
ELM ADVISORS, LLC 110.01%0.01%0.01%Q3 2018Q4 20202
ONE Advisory Partners, LLC 220.17%0.17%0.17%Q3 2022Q4 20222
Headlands Technologies LLC 220.15%0.24%0.32%Q2 2023Q3 20232
Sound Financial Strategies Group, LLC 220.32%0.32%0.32%Q4 2020Q1 20212
Lourd Capital, LLC 220.01%0.02%0.02%Q3 2018Q4 20182
Edgestream Partners, L.P. 220.10%0.20%0.30%Q2 2023Q3 20232
MAVERICK CAPITAL LTD 220.00%0.01%0.01%Q4 2020Q1 20212
CREATIVE FINANCIAL DESIGNS INC /ADV 220.00%0.00%0.00%Q3 2018Q4 20182
TFO Wealth Partners, LLC 110.00%0.00%0.00%Q2 2022Q3 20232
Leucadia National 220.01%0.01%0.01%Q1 2023Q2 20232
Burns Matteson Capital Management, LLC 220.32%0.33%0.35%Q1 2023Q2 20232
OLD SECOND NATIONAL BANK OF AURORA 220.02%0.03%0.03%Q3 2018Q4 20182
FIRST NATIONAL CORP /MA/ /ADV 220.01%0.01%0.01%Q4 2018Q1 20192
Jaffetilchin Investment Partners, LLC 220.08%0.11%0.14%Q4 2018Q1 20192
Guidant Wealth Advisors 220.00%0.00%0.00%Q2 2018Q3 20182
Robbins Farley 110.01%0.01%0.01%Q4 2021Q2 20232
Ten Capital Wealth Advisors, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Atlas Private Wealth Management, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Onex Canada Asset Management Inc. 220.36%0.38%0.40%Q1 2019Q2 20192
Nebula Research & Development LLC 220.30%0.32%0.35%Q2 2023Q3 20232
Ridgewood Investments LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Shelter Harbor Advisors, LP 112.21%4.18%6.16%Q2 2018Q1 20192
Lansing Street Advisors 220.02%0.02%0.02%Q1 2022Q2 20222
Ifrah Financial Services, Inc. 220.03%0.04%0.06%Q4 2021Q1 20222
Crabel Capital Management, LLC 220.19%0.27%0.35%Q2 2019Q3 20192
GOODWIN DANIEL L 220.28%0.30%0.31%Q1 2021Q2 20212
Houlihan Financial Resource Group, Ltd. 110.01%0.03%0.04%Q3 2020Q2 20232
Morningstar Investment Services LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Athanor Capital, LP 220.01%0.02%0.03%Q4 2020Q1 20212
Golden State Equity Partners 220.06%0.06%0.07%Q2 2023Q3 20232
Dixon Hughes Goodman Wealth Advisors LLC 220.05%0.06%0.06%Q4 2021Q1 20222
STEPH & CO 220.02%0.02%0.02%Q4 2019Q1 20202
Signature Wealth Management Group 220.00%0.00%0.00%Q2 2018Q3 20182
Aptus Capital Advisors, LLC 220.01%0.01%0.01%Q3 2022Q4 20222
V-Square Quantitative Management LLC 220.02%0.06%0.09%Q2 2023Q3 20232
Kavar Capital Partners, LLC 110.07%0.07%0.08%Q2 2018Q2 20192
Petrus Trust Company, LTA 110.04%0.04%0.04%Q1 2023Q3 20232
Zions Bancorporation 220.00%0.00%0.00%Q2 2018Q3 20182
Harvest Portfolios Group Inc. 220.18%0.18%0.18%Q2 2023Q3 20232
PRW Wealth Management LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Chiron Investment Management, LLC 110.00%0.09%0.17%Q2 2022Q2 20232
COMMERZBANK AKTIENGESELLSCHAFT /FI 220.00%0.00%0.00%Q3 2019Q4 20192
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.01%0.02%Q2 2021Q3 20232
Ford Financial Group, LLC 220.19%0.19%0.19%Q1 2019Q2 20192
CNA FINANCIAL CORP 220.11%0.11%0.12%Q2 2018Q3 20182
DUNCKER STREETT & CO INC 220.00%0.00%0.00%Q3 2022Q4 20222
CADENCE CAPITAL MANAGEMENT LLC 220.02%0.02%0.03%Q2 2018Q3 20182
Atria Investments, Inc 220.01%0.01%0.01%Q3 2019Q4 20192
CGC Financial Services, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Raab & Moskowitz Asset Management LLC 110.01%0.01%0.01%Q3 2018Q4 20192
NORTHPOINTE CAPITAL LLC 220.60%0.78%0.95%Q3 2018Q4 20182
Polar Asset Management Partners Inc. 220.00%0.00%0.01%Q3 2021Q4 20212
Jackson Wealth Management, LLC 220.10%0.12%0.14%Q1 2020Q2 20202
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q4 2022Q3 20232
Community Bank, N.A. 110.00%0.00%0.00%Q4 2020Q3 20222
W.G. Shaheen & Associates DBA Whitney & Co 220.04%0.04%0.04%Q2 2018Q3 20182
Bank of New Hampshire 220.01%0.01%0.01%Q2 2023Q3 20232
Yorktown Management & Research Co Inc 220.21%0.23%0.26%Q1 2020Q2 20202
Qsemble Capital Management, LP 220.31%0.56%0.81%Q2 2023Q3 20232
Blue Sky Asset Management, LLC 110.07%0.42%0.78%Q2 2018Q1 20192
Camarda Financial Advisors, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Teilinger Capital Ltd. 220.84%5.45%10.05%Q3 2020Q4 20202
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Arlington Partners LLC 110.01%0.02%0.03%Q1 2021Q2 20222
VERUS CAPITAL PARTNERS, LLC 220.01%0.01%0.02%Q4 2019Q1 20202
Islet Management, LP 110.84%1.43%2.02%Q2 2020Q2 20202
Peoples Bank/KS 220.11%0.12%0.12%Q3 2023Q4 20232
Bruderman Asset Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Cape Investment Advisory, Inc. 220.00%0.00%0.00%Q1 2023Q2 20232
Hightower 6M Holding, LLC 220.02%0.02%0.02%Q1 2022Q2 20222
Rockbridge Investment Management, LCC 220.00%0.00%0.00%Q2 2020Q3 20202
HAP Trading, LLC 110.00%0.02%0.04%Q3 2020Q4 20212
BRADLEY FOSTER & SARGENT INC/CT 220.04%0.04%0.04%Q2 2023Q3 20232
Bank Julius Baer & Co. Ltd, Zurich 220.00%0.00%0.00%Q1 2020Q2 20202
QUANTRES ASSET MANAGEMENT Ltd 220.35%0.39%0.43%Q3 2018Q4 20182
Edge Wealth Management LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Liberty Mutual Group Asset Management Inc. 220.01%0.01%0.02%Q2 2018Q3 20182
Alera Investment Advisors, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
MONEY CONCEPTS CAPITAL CORP 110.01%0.01%0.01%Q1 2022Q4 20222
HL FINANCIAL SERVICES LLC 220.00%0.00%0.00%Q4 2018Q1 20192
First Trust Direct Indexing L.P. 110.01%0.02%0.04%Q4 2020Q2 20222
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 221.28%1.28%1.28%Q2 2022Q3 20222
Beaird Harris Wealth Management, LLC 110.00%0.01%0.02%Q4 2021Q4 20222
HERITAGE WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
PDT Partners, LLC 110.04%0.04%0.04%Q3 2020Q1 20212
Paragon Capital Management LLC 220.01%0.01%0.01%Q1 2019Q2 20192
ARCADIA INVESTMENT MANAGEMENT CORP/MI 220.00%0.00%0.00%Q2 2018Q3 20182
ACCURATE INVESTMENT SOLUTIONS, INC. 220.01%0.03%0.04%Q4 2019Q1 20202
Personal Wealth Partners 220.00%0.00%0.00%Q3 2019Q4 20192
Natixis Investment Managers International 220.05%0.10%0.14%Q2 2018Q3 20182
Alpha DNA Investment Management LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Compass Wealth Management LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Moisand Fitzgerald Tamayo, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
WealthPLAN Partners, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
JB Capital LLC 220.09%0.10%0.11%Q1 2022Q2 20222
SIGNET FINANCIAL MANAGEMENT, LLC 220.03%0.03%0.03%Q2 2018Q3 20182
UniSuper Management Pty Ltd 220.00%0.00%0.00%Q2 2023Q3 20232
Claybrook Capital, LLC 220.02%0.02%0.02%Q2 2018Q3 20182
Beverly Hills Private Wealth, LLC 220.06%0.07%0.08%Q2 2023Q3 20232
Sound View Wealth Advisors Group, LLC 220.03%0.03%0.04%Q1 2023Q2 20232
Summit Wealth Group, LLC 220.02%0.02%0.02%Q1 2021Q2 20212
Summit Trail Advisors, LLC 220.03%0.04%0.04%Q2 2018Q3 20182
Fortis Advisors, LLC 110.01%0.04%0.07%Q1 2020Q1 20222
Belpointe Asset Management LLC 220.00%0.00%0.01%Q4 2022Q1 20232
Garrett Wealth Advisory Group, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
LEVIN CAPITAL STRATEGIES, L.P. 110.01%0.01%0.01%Q2 2018Q2 20181
Krilogy Financial LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Total Clarity Wealth Management, Inc. 110.15%0.15%0.15%Q4 2022Q4 20221
WASHINGTON TRUST BANK 110.00%0.00%0.00%Q1 2019Q1 20191
TOTH FINANCIAL ADVISORY CORP 110.00%0.00%0.00%Q3 2023Q3 20231
GREAT LAKES ADVISORS, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
GRAND JEAN CAPITAL MANAGEMENT INC 110.10%0.10%0.10%Q4 2018Q4 20181
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
BREMER TRUST NATIONAL ASSOCIATION 110.01%0.01%0.01%Q4 2018Q4 20181
AlphaStar Capital Management, LLC 110.10%0.10%0.10%Q3 2022Q3 20221
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q2 2020Q2 20201
Comprehensive Financial Consultants Institutional, Inc. 110.08%0.08%0.08%Q4 2021Q4 20211
AQR Arbitrage LLC 110.21%0.21%0.21%Q2 2018Q2 20181
MGO ONE SEVEN LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Resource Management, LLC 110.05%0.05%0.05%Q2 2021Q2 20211
LGT Financial Advisors LLC 110.07%0.07%0.07%Q3 2023Q3 20231
EWG Elevate Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
Systematic Alpha Investments, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Wealthspire Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
WEALTHFRONT Corp 110.00%0.00%0.00%Q3 2018Q3 20181
CATAWBA CAPITAL MANAGEMENT /VA 110.09%0.09%0.09%Q2 2018Q2 20181
Doyle Wealth Management 110.00%0.00%0.00%Q2 2019Q2 20191
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Vectors Research Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Regent Peak Wealth Advisors LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Solstein Capital, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Urban Wealth Management, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Laird Norton Wetherby Wealth Management, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
NAVELLIER & ASSOCIATES INC 110.77%0.77%0.77%Q3 2022Q3 20221
Lebenthal Global Advisors, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Weil Company, Inc. 110.05%0.05%0.05%Q3 2019Q3 20191
Financial Gravity Companies, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
COWEN AND COMPANY, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
SkyView Investment Advisors, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Providence Wealth Advisors, LLC 111.15%1.15%1.15%Q2 2018Q2 20181
CFS Investment Advisory Services, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Mystic Asset Management, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
iA Global Asset Management Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
True Link Financial Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Silicon Hills Wealth Management, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
FREEDOM WEALTH ALLIANCE, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Regal Wealth Group, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
Grove Bank & Trust 110.00%0.00%0.00%Q1 2023Q1 20231
LEAVELL INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Clearline Capital LP 110.37%0.37%0.37%Q3 2020Q3 20201
Athos Capital Ltd 111.62%1.62%1.62%Q2 2020Q2 20201
Reitz Capital Advisors LLC 110.02%0.02%0.02%Q2 2020Q2 20201
TAP Consulting, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Intrua Financial, LLC 110.35%0.35%0.35%Q1 2023Q1 20231
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
SPX Gestao de Recursos Ltda 110.65%0.65%0.65%Q3 2020Q3 20201
HANCOCK WHITNEY INVESTMENT SERVICES INC. 110.07%0.07%0.07%Q4 2021Q4 20211
HERON FINANCIAL GROUP, LLC 110.10%0.10%0.10%Q1 2022Q1 20221
Pictet Asset Management Holding SA 110.13%0.13%0.13%Q3 2023Q3 20231
GIRARD PARTNERS LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
Fisher Asset Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Clear Perspective Advisors, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Clarfeld Financial Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Walker Asset Management, LLC 110.16%0.16%0.16%Q4 2023Q4 20231
Vinva Investment Management Ltd 110.04%0.04%0.04%Q1 2023Q1 20231
OXFORD ASSET MANAGEMENT LLP 110.02%0.02%0.02%Q4 2019Q4 20191
Park Place Capital Corp 110.00%0.00%0.00%Q4 2022Q4 20221
Capital Research Global Investors 110.01%0.01%0.01%Q2 2018Q2 20181
CTC Capital Management, LLC 112.76%2.76%2.76%Q4 2022Q4 20221
AdvisorShares Investments LLC 110.48%0.48%0.48%Q4 2019Q4 20191
Apollon Wealth Management, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Next Capital Management LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Lighthouse Investment Partners, LLC 110.56%0.56%0.56%Q3 2023Q3 20231
Indiana Trust & Investment Management CO 110.00%0.00%0.00%Q3 2023Q3 20231
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Core Alternative Capital 110.00%0.00%0.00%Q1 2023Q1 20231
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Legacy Financial Advisors, Inc. 110.01%0.01%0.01%Q4 2018Q4 20181
Winslow, Evans & Crocker, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Voleon Capital Management LP 110.20%0.20%0.20%Q3 2019Q3 20191
Brahman Capital Corp. 111.19%1.19%1.19%Q1 2021Q1 20211
Meridian Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
WealthShield Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
TI-TRUST, INC 110.21%0.21%0.21%Q2 2022Q2 20221
iSAM Funds (UK) Ltd 110.30%0.30%0.30%Q3 2023Q3 20231
Cassia Capital Partners, LLC 110.89%0.89%0.89%Q3 2021Q3 20211
P SCHOENFELD ASSET MANAGEMENT LP 112.20%2.20%2.20%Q2 2020Q2 20201
Kingsview Wealth Management, LLC 110.08%0.08%0.08%Q2 2020Q2 20201
NinePointTwo Capital LLC 110.13%0.13%0.13%Q4 2022Q4 20221
CHIRON CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
COMERICA SECURITIES,INC. 110.00%0.00%0.00%Q4 2022Q4 20221
New Vernon Capital Holdings II LLC 110.38%0.38%0.38%Q4 2019Q4 20191
PATTON FUND MANAGEMENT, INC. 110.06%0.06%0.06%Q4 2022Q4 20221
ORG Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231
HIGHBRIDGE CAPITAL MANAGEMENT LLC 110.13%0.13%0.13%Q2 2018Q2 20181
Center for Financial Planning, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
McElhenny Sheffield Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
EASTERLY INVESTMENT PARTNERS LLC 110.53%0.53%0.53%Q1 2019Q1 20191
Measured Wealth Private Client Group, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Affiance Financial, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
PEAK6 Group LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Third Point 111.22%1.22%1.22%Q2 2020Q2 20201
FORT, L.P. 110.02%0.02%0.02%Q4 2019Q4 20191
Enlightenment Research, LLC 110.42%0.42%0.42%Q1 2020Q1 20201
LOEB PARTNERS CORP 110.05%0.05%0.05%Q4 2018Q4 20181
Redhawk Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
KINGS POINT CAPITAL MANAGEMENT 110.00%0.00%0.00%Q4 2021Q4 20211
IBEX WEALTH ADVISORS 110.00%0.00%0.00%Q2 2019Q2 20191
MBE Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Advanced Asset Management Advisors Inc 110.01%0.01%0.01%Q4 2022Q4 20221
LINCOLN NATIONAL CORP 110.01%0.01%0.01%Q3 2023Q3 20231
COMERICA SECURITIES INC 110.11%0.11%0.11%Q2 2018Q2 20181
West Tower Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Alpha Paradigm Partners, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Norway Savings Bank 110.00%0.00%0.00%Q4 2020Q4 20201
Truepoint, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
MARSHALL WACE ASIA Ltd 110.17%0.17%0.17%Q3 2018Q3 20181
QUANTITATIVE VALUE TECHNOLOGIES, LLC 110.72%0.72%0.72%Q1 2021Q1 20211
Caption Management, LLC 110.09%0.09%0.09%Q2 2020Q2 20201
RAMIUS ADVISORS LLC 114.27%4.27%4.27%Q2 2020Q2 20201
RATIONAL ADVISORS LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Leisure Capital Management 110.45%0.45%0.45%Q2 2018Q2 20181
OPSEU Pension Plan Trust Fund 110.43%0.43%0.43%Q1 2020Q1 20201
ALLSTATE CORP 110.02%0.02%0.02%Q2 2020Q2 20201
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Tuttle Capital Management, LLC 110.26%0.26%0.26%Q2 2021Q2 20211
Carmichael Hill & Associates, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Consolidated Planning Corp 110.04%0.04%0.04%Q3 2021Q3 20211
Amalgamated Financial Corp. 110.03%0.03%0.03%Q1 2022Q1 20221
ROGCO, LP 110.06%0.06%0.06%Q3 2023Q3 20231
Annis Gardner Whiting Capital Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Artemis Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Holistic Financial Partners 110.18%0.18%0.18%Q3 2019Q3 20191
DECADE RENEWABLE PARTNERS LP 113.94%3.94%3.94%Q4 2022Q4 20221
Interchange Capital Partners, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Fulcrum Equity Management 110.18%0.18%0.18%Q3 2022Q3 20221
Cutter & CO Brokerage, Inc. 110.07%0.07%0.07%Q3 2019Q3 20191
HBC Financial Services, PLLC 110.00%0.00%0.00%Q3 2020Q3 20201
Tyler-Stone Wealth Management 110.00%0.00%0.00%Q4 2021Q4 20211
BOWEN HANES & CO INC 110.03%0.03%0.03%Q4 2018Q4 20181
Retirement Planning Co of New England, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Orion Capital Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Psagot Value Holdings Ltd. / (Israel) 110.00%0.00%0.00%Q3 2023Q3 20231
Evanston Investments, Inc., dba Evanston Advisors 112.08%2.08%2.08%Q2 2018Q2 20181
Thor Advisors, LLC 110.12%0.12%0.12%Q3 2019Q3 20191
Cordant, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Founders Financial Alliance, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
IndexIQ Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Harel Insurance Investments & Financial Services Ltd. 110.00%0.00%0.00%Q4 2018Q4 20181
Hudson Bay Capital Management LP 110.05%0.05%0.05%Q3 2023Q3 20231
Destination Wealth Management 110.00%0.00%0.00%Q3 2018Q3 20181
My Personal CFO, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Cinctive Capital Management LP 110.30%0.30%0.30%Q2 2020Q2 20201
SVA Wealth Management, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
INFRASTRUCTURE CAPITAL ADVISORS, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
FSB PREMIER WEALTH MANAGEMENT, INC. 110.01%0.01%0.01%Q4 2021Q4 20211
First Capital Advisors Group, LLC. 110.00%0.00%0.00%Q2 2023Q2 20231
Halpern Financial, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
FIRST MERCHANTS CORP 110.03%0.03%0.03%Q3 2019Q3 20191
Venturi Wealth Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
TIG Advisors, LLC 111.27%1.27%1.27%Q3 2020Q3 20201
SWS Partners 110.02%0.02%0.02%Q1 2022Q1 20221
WIPFLI FINANCIAL ADVISORS LLC, 110.02%0.02%0.02%Q3 2022Q3 20221
ASAHI LIFE ASSET MANAGEMENT CO., LTD. 110.10%0.10%0.10%Q1 2023Q1 20231
FormulaFolio Investments, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
VitalStone Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
PNC Managed Account Solutions, Inc. 110.01%0.01%0.01%Q2 2021Q2 20211
Commonwealth Retirement Investments LLC 112.36%2.36%2.36%Q4 2022Q4 20221
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
QRG CAPITAL MANAGEMENT, INC. 110.04%0.04%0.04%Q3 2023Q3 20231
Claraphi Advisory Network, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Hibernia Wealth Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
SIMON QUICK ADVISORS, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Bremer Bank National Association 110.01%0.01%0.01%Q1 2019Q1 20191
CAXTON ASSOCIATES LP 110.05%0.05%0.05%Q4 2021Q4 20211
Jump Trading, LLC 110.18%0.18%0.18%Q1 2019Q1 20191
SG3 Management, LLC 110.12%0.12%0.12%Q2 2020Q2 20201
RWA WEALTH PARTNERS, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
EXANE DERIVATIVES 110.27%0.27%0.27%Q2 2022Q2 20221
Highstreet Asset Management Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
Nelson Capital Management, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Maven Securities LTD 110.02%0.02%0.02%Q2 2020Q2 20201
Castleview Partners, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Hillsdale Investment Management Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
CHILDRESS CAPITAL ADVISORS, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
HEADINVEST, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Stratos Wealth Partners, LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 110.03%0.03%0.03%Q3 2018Q3 20181
WealthPlan Investment Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Carmel Capital Partners, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
PrairieView Partners, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Red Door Wealth Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Polarity Investment Partners LP 111.93%1.93%1.93%Q4 2021Q4 20211
Tidal Investments LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Almanack Investment Partners, LLC. 110.00%0.00%0.00%Q3 2022Q3 20221
ETRADE Capital Management LLC 110.03%0.03%0.03%Q3 2020Q3 20201
Safeguard Investment Advisory Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
One Fin Capital Management LP 1112.40%12.40%12.40%Q2 2020Q2 20201
Financial Insights, Inc. 110.05%0.05%0.05%Q2 2021Q2 20211
B. Metzler seel. Sohn & Co. Holding AG 110.00%0.00%0.00%Q1 2021Q1 20211
Altus Wealth Group LLC 110.02%0.02%0.02%Q4 2020Q4 20201
MONUMENTAL FINANCIAL GROUP INC. 110.01%0.01%0.01%Q2 2021Q2 20211
Avantax Planning Partners, Inc. 110.01%0.01%0.01%Q3 2018Q3 20181
Worth Asset Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Lifeworks Advisors, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
Claro Advisors LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Guardian Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Asset Planning Services, Ltd. 110.00%0.00%0.00%Q2 2018Q2 20181
TRUE Private Wealth Advisors 110.00%0.00%0.00%Q3 2018Q3 20181
EASTERN BANK 110.17%0.17%0.17%Q2 2018Q2 20181
WCG Wealth Advisors LLC 110.22%0.22%0.22%Q3 2023Q3 20231
Segment Wealth Management, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
IMS Capital Management 110.01%0.01%0.01%Q3 2018Q3 20181
IEQ CAPITAL, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Kemnay Advisory Services Inc. 110.08%0.08%0.08%Q3 2020Q3 20201
Widmann Financial Services, Inc. 110.06%0.06%0.06%Q4 2021Q4 20211
Oder Investment Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Global X Management CO LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Lionsbridge Wealth Management LLC 110.00%0.00%0.00%Q4 2019Q4 20191
INCEPTIONR LLC 110.49%0.49%0.49%Q4 2022Q4 20221
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Davide Leone & Partners Investment Co Ltd. 110.12%0.12%0.12%Q1 2021Q1 20211
Icon Wealth Partners, LLC 110.02%0.02%0.02%Q1 2019Q1 20191
UBS OCONNOR LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Archford Capital Strategies, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
SHELTON CAPITAL MANAGEMENT 110.09%0.09%0.09%Q3 2020Q3 20201
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. 110.14%0.14%0.14%Q4 2019Q4 20191
NBC SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
5th Street Advisors, LLC 115.14%5.14%5.14%Q4 2021Q4 20211
Allred Capital Management, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
FNY Investment Advisers, LLC 110.14%0.14%0.14%Q2 2020Q2 20201
Sageworth Trust Co 110.01%0.01%0.01%Q1 2019Q1 20191
External links

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