GOLUB CAP BDC INC shareholder history

Current and past GOLUB CAP BDC INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1410.00%0.00%0.00%Q3 2013Q3 202355
Citadel Advisors 2410.00%0.00%0.00%Q2 2014Q3 202346
NEVILLE RODIE & SHAW INC 43430.07%0.50%1.01%Q2 2013Q4 202343
CONFLUENCE INVESTMENT MANAGEMENT LLC 42420.06%0.36%1.67%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.00%Q2 2013Q3 202342
BROWN ADVISORY INC 42420.00%0.01%0.03%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.01%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.00%0.00%Q2 2013Q3 202342
Texas Yale Capital Corp. 42420.11%0.30%0.55%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
Advisors Asset Management, Inc. 42420.01%0.05%0.16%Q2 2013Q3 202342
Advisors Capital Management, LLC 42420.12%0.54%1.78%Q2 2013Q3 202342
NEW ENGLAND ASSET MANAGEMENT INC 42420.05%0.12%0.56%Q2 2013Q3 202342
VAN ECK ASSOCIATES CORP 42420.00%0.04%0.07%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.00%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
First Horizon Advisors, Inc. 41410.00%0.00%0.00%Q3 2013Q3 202341
BLAIR WILLIAM & CO/IL 27140.00%0.00%0.01%Q2 2013Q3 202341
J.P. Morgan Private Wealth Advisors LLC 26140.00%0.03%0.10%Q3 2013Q3 202340
GOLDMAN SACHS GROUP INC 2110.00%0.00%0.01%Q1 2012Q3 202340
DEUTSCHE BANK AG\ 40400.00%0.00%0.00%Q3 2013Q2 202340
Evercore Wealth Management, LLC 40400.00%0.02%0.06%Q4 2013Q3 202340
GUGGENHEIM CAPITAL LLC 40400.00%0.02%0.06%Q4 2013Q3 202340
Legal & General Group Plc 40400.00%0.00%0.01%Q4 2013Q3 202340
Neuberger Berman Group LLC 25150.00%0.01%0.02%Q2 2013Q3 202340
CIBC Private Wealth Group, LLC 39390.00%0.01%0.02%Q1 2014Q3 202339
STIFEL FINANCIAL CORP 39390.00%0.00%0.02%Q1 2014Q3 202339
Moors & Cabot, Inc. 39390.03%0.06%0.10%Q1 2014Q3 202339
Pekin Hardy Strauss, Inc. 39390.04%0.14%0.43%Q2 2013Q4 202239
PRICE T ROWE ASSOCIATES INC /MD/ 38380.00%0.00%0.01%Q2 2013Q3 202238
RAYMOND JAMES & ASSOCIATES 38380.00%0.00%0.01%Q2 2014Q3 202338
NORTHERN TRUST CORP 2280.00%0.00%0.00%Q2 2013Q3 202338
Tower Research Capital LLC (TRC) 1440.00%0.00%0.03%Q2 2013Q3 202337
Brown Advisory Securities, LLC 37370.03%0.17%0.25%Q2 2013Q2 202237
Allen Investment Management, LLC 36360.01%0.05%0.29%Q4 2014Q3 202336
UBS Group AG 36360.00%0.01%0.02%Q4 2014Q3 202336
Muzinich & Co., Inc. 36361.16%4.64%7.62%Q4 2014Q3 202336
Raymond James Financial Services Advisors, Inc. 3410.00%0.00%0.02%Q2 2013Q3 202335
AMERIPRISE FINANCIAL INC 2720.00%0.00%0.00%Q2 2013Q3 202335
Bank of New York Mellon Corp 20150.00%0.00%0.02%Q2 2013Q3 202335
JPMORGAN CHASE & CO 3220.00%0.00%0.01%Q2 2013Q3 202334
Edgemoor Investment Advisors, Inc. 34340.16%0.28%0.48%Q2 2015Q3 202334
Homrich & Berg 34340.04%0.13%0.33%Q2 2013Q3 202134
CITIGROUP INC 33330.00%0.00%0.00%Q2 2013Q2 202133
THRIVENT FINANCIAL FOR LUTHERANS 21120.00%0.02%0.03%Q2 2014Q2 202333
PARAMETRIC PORTFOLIO ASSOCIATES LLC 33330.00%0.00%0.00%Q1 2014Q1 202233
BlackRock Inc. 2710.00%0.00%0.00%Q2 2013Q3 202332
MILLENNIUM MANAGEMENT LLC 1210.00%0.01%0.02%Q2 2013Q3 202332
Veritable, L.P. 32320.01%0.05%0.09%Q3 2015Q2 202332
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 2930.00%0.00%0.01%Q2 2013Q2 202132
Anchor Investment Management, LLC 32320.02%0.20%1.84%Q1 2016Q4 202332
PNC FINANCIAL SERVICES GROUP, INC. 2320.00%0.00%0.00%Q2 2013Q3 202331
Geneos Wealth Management Inc. 31310.03%0.05%0.06%Q1 2016Q3 202331
Lido Advisors, LLC 31310.00%0.03%0.08%Q1 2016Q3 202331
LPL Financial LLC 2320.00%0.00%0.01%Q4 2013Q3 202331
Mraz, Amerine & Associates, Inc. 31310.09%0.12%0.16%Q4 2014Q2 202231
GLENMEDE TRUST CO NA 3010.00%0.01%0.03%Q2 2013Q4 202231
MANUFACTURERS LIFE INSURANCE COMPANY, THE 2110.00%0.00%0.01%Q2 2013Q3 202330
Cambridge Investment Research Advisors, Inc. 910.00%0.01%0.03%Q2 2013Q3 202330
MCKINLEY CAPITAL MANAGEMENT LLC 30300.09%0.44%0.98%Q2 2016Q3 202330
ADVISORY RESEARCH INC 2550.01%0.07%0.22%Q4 2013Q3 202130
CLOUGH CAPITAL PARTNERS L P 2640.06%0.92%2.73%Q4 2014Q2 202330
D. E. Shaw & Co., Inc. 2210.00%0.00%0.02%Q1 2014Q3 202330
Focused Wealth Management, Inc 2120.00%0.01%0.03%Q3 2013Q3 202330
Northeast Financial Consultants Inc 29290.08%0.16%0.38%Q3 2016Q3 202329
HighTower Advisors, LLC 2810.01%0.04%0.14%Q2 2013Q3 202329
ARES MANAGEMENT LLC 15130.06%0.64%1.51%Q2 2016Q3 202328
SIMON QUICK ADVISORS, LLC 28280.04%0.69%2.03%Q4 2016Q3 202328
North Star Investment Management Corp. 1460.00%0.03%0.10%Q2 2013Q4 202028
TWO SIGMA ADVISERS, LP 1010.00%0.01%0.03%Q2 2015Q3 202327
CAPITAL MANAGEMENT ASSOCIATES /NY/ 27270.32%0.54%0.86%Q2 2013Q4 201927
Wellington Shields Capital Management, LLC 27270.08%0.12%0.23%Q2 2013Q4 201927
FRONT BARNETT ASSOCIATES LLC 1980.02%0.07%0.19%Q3 2015Q4 202227
SCHRODER INVESTMENT MANAGEMENT GROUP 27270.00%0.03%0.05%Q4 2013Q2 202027
TCW GROUP INC 2430.00%0.01%0.03%Q1 2015Q3 202327
TWO SIGMA INVESTMENTS, LP 1410.00%0.01%0.03%Q2 2013Q3 202327
ClearBridge Investments 26260.01%0.02%0.04%Q3 2013Q4 201926
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 26260.02%0.14%0.32%Q2 2017Q3 202326
Parallel Advisors, LLC 1880.00%0.02%0.10%Q4 2016Q3 202326
NOVARE CAPITAL MANAGEMENT LLC 26260.02%0.14%0.43%Q2 2017Q3 202326
Evanson Asset Management, LLC 26260.01%0.05%0.11%Q2 2017Q3 202326
UBS ASSET MANAGEMENT AMERICAS INC 26260.00%0.00%0.00%Q2 2013Q3 201926
WILLIAMS JONES & ASSOCIATES LLC 25250.01%0.02%0.05%Q2 2013Q2 201925
M&R CAPITAL MANAGEMENT INC 25250.00%0.00%0.00%Q2 2016Q2 202225
Cliffwater LLC 24242.47%4.42%8.57%Q4 2017Q3 202324
CULLEN/FROST BANKERS, INC. 13110.00%0.02%0.06%Q3 2017Q3 202324
Sound Income Strategies, LLC 24243.05%4.40%6.73%Q4 2017Q3 202324
DELPHI FINANCIAL GROUP, INC. 1770.16%0.52%1.29%Q1 2016Q1 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
GREAT WEST LIFE ASSURANCE CO /CAN/ 1620.00%0.00%0.01%Q4 2013Q3 202324
NEXT Financial Group, Inc 1420.00%0.00%0.02%Q2 2014Q4 202023
Chicago Partners Investment Group LLC 1050.01%0.01%0.03%Q4 2014Q3 202323
FRONTIER INVESTMENT MGMT CO 23230.63%1.14%1.73%Q4 2014Q2 202023
Arnhold LLC 23231.57%2.22%2.64%Q1 2018Q3 202323
SIGNATUREFD, LLC 22220.03%0.10%0.23%Q2 2018Q3 202322
MERIDIAN INVESTMENT COUNSEL INC. 22220.11%0.24%0.40%Q2 2014Q3 201922
Endurance Wealth Management, Inc. 22220.00%0.00%0.00%Q1 2017Q2 202222
PEAK6 Investments LLC 810.00%0.00%0.00%Q3 2020Q3 202322
LADENBURG THALMANN FINANCIAL SERVICES INC. 2020.00%0.00%0.00%Q3 2013Q4 201922
Coe Capital Management, LLC 22220.09%0.56%1.08%Q1 2016Q2 202122
UNITED CAPITAL FINANCIAL ADVISORS, LLC 21210.01%0.02%0.05%Q3 2018Q3 202321
OMERS ADMINISTRATION Corp 1290.03%0.55%1.10%Q2 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
CIBC WORLD MARKET INC. 1810.00%0.00%0.00%Q2 2013Q1 202021
Atria Investments, Inc 1470.01%0.03%0.07%Q4 2016Q3 202321
Next Capital Management LLC 20200.04%2.56%6.33%Q4 2018Q3 202320
People's United Financial, Inc. 20200.01%0.02%0.05%Q4 2016Q3 202120
PANAGORA ASSET MANAGEMENT INC 20200.00%0.00%0.00%Q3 2013Q2 201820
Sumitomo Mitsui DS Asset Management Company, Ltd 1550.01%0.05%0.09%Q4 2013Q1 201920
Cornerstone Capital, Inc. 20200.10%0.28%0.48%Q1 2015Q4 201920
BENJAMIN F. EDWARDS & COMPANY, INC. 1810.00%0.00%0.01%Q1 2015Q1 202019
CREDIT SUISSE AG/ 1270.00%0.01%0.01%Q1 2013Q3 202319
DELPHI MANAGEMENT INC /MA/ 1310.12%0.29%0.91%Q1 2013Q2 202319
IFP Advisors, Inc 1110.00%0.00%0.00%Q4 2015Q3 202319
TRUST CO OF VERMONT 1810.00%0.03%0.04%Q3 2014Q3 202319
Wambolt & Associates, LLC 19190.07%0.21%0.42%Q1 2019Q3 202319
RDA Financial Network 19190.09%0.17%0.20%Q1 2019Q3 202319
Virtus ETF Advisers LLC 18180.14%0.31%0.75%Q2 2019Q3 202318
PineBridge Investments, L.P. 17170.00%0.01%0.02%Q4 2014Q4 201817
STRS OHIO 17170.66%1.04%1.32%Q3 2019Q3 202317
Global Wealth Management Investment Advisory, Inc. 17170.00%0.08%0.17%Q3 2019Q3 202317
Yorktown Management & Research Co Inc 16160.64%1.13%1.60%Q2 2013Q1 201716
QUADRANT CAPITAL GROUP LLC 1510.00%0.00%0.01%Q1 2019Q3 202316
Belpointe Asset Management LLC 970.01%0.02%0.04%Q3 2018Q1 202316
Ativo Capital Management LLC 16160.11%0.17%0.22%Q2 2013Q1 201716
Kore Private Wealth LLC 16160.01%0.04%0.07%Q4 2018Q3 202216
Cerity Partners LLC 16160.00%0.26%0.86%Q4 2019Q3 202316
BOKF, NA 16160.04%0.08%0.11%Q2 2013Q1 201716
CARDINAL CAPITAL MANAGEMENT LLC /CT 16160.42%0.64%0.70%Q1 2014Q4 201716
Stratos Wealth Partners, LTD. 1510.02%0.06%0.11%Q2 2014Q4 201916
IEQ CAPITAL, LLC 16160.02%0.04%0.06%Q4 2019Q3 202316
Creative Planning 610.00%0.00%0.00%Q2 2013Q3 202316
Ayrshire Capital Management LLC 16160.13%0.23%0.43%Q4 2019Q3 202316
Rockefeller Capital Management L.P. 16160.01%0.02%0.03%Q4 2019Q3 202316
HSBC HOLDINGS PLC 1210.00%0.00%0.00%Q1 2012Q3 202216
Lindbrook Capital, LLC 1510.00%7.70%10.90%Q3 2019Q3 202316
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
BlackRock Group LTD 15150.00%0.00%0.00%Q2 2013Q4 201615
DERBY & COMPANY, INC 15150.42%2.29%4.03%Q1 2018Q3 202115
Global Endowment Management, LP 15150.06%0.11%0.21%Q1 2020Q3 202315
Steward Partners Investment Advisory, LLC 1140.00%0.00%0.01%Q4 2017Q3 202315
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
Tranquility Partners, LLC 15151.04%1.87%3.14%Q1 2020Q3 202315
VICTORY CAPITAL MANAGEMENT INC 1410.00%0.00%0.00%Q3 2015Q4 202215
Sigma Planning Corp 15150.01%0.02%0.04%Q1 2017Q3 202015
Foundations Investment Advisors, LLC 15150.02%0.20%0.38%Q2 2018Q4 202115
Sumitomo Mitsui Trust Holdings, Inc. 15150.01%0.01%0.01%Q1 2020Q3 202315
D.A. DAVIDSON & CO. 960.01%0.02%0.03%Q2 2013Q3 202315
1834 INVESTMENT ADVISORS CO 15150.00%0.01%0.01%Q4 2018Q2 202215
M&T BANK CORP 1320.00%0.00%0.00%Q2 2015Q3 202315
EVOKE WEALTH, LLC 1050.01%0.03%0.13%Q3 2019Q3 202315
SEI INVESTMENTS CO 1220.00%0.00%0.00%Q2 2016Q1 202014
WESTPORT RESOURCES MANAGEMENT INC 14140.00%0.16%0.31%Q2 2013Q3 201614
Commonwealth Equity Services, Inc 14140.00%0.01%0.01%Q2 2014Q3 201714
MSI Financial Services Inc 1310.00%0.00%0.00%Q2 2013Q4 201614
AE Wealth Management LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
PEAK6 Group LLC 420.00%0.00%0.01%Q2 2013Q2 201614
ZEKE CAPITAL ADVISORS, LLC 14140.23%0.51%0.99%Q3 2019Q4 202214
Relative Value Partners Group, LLC 14140.14%0.31%0.37%Q2 2020Q3 202314
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 14140.05%0.11%0.16%Q1 2020Q2 202314
Nicholas Hoffman & Company, LLC. 14140.03%0.07%0.16%Q2 2020Q3 202314
M Holdings Securities, Inc. 610.01%0.06%0.14%Q3 2014Q2 202314
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 920.00%0.02%0.06%Q3 2017Q3 202114
Ironwood Investment Counsel, LLC 14140.10%0.15%0.18%Q1 2014Q2 201714
GSA CAPITAL PARTNERS LLP 810.01%0.05%0.11%Q4 2016Q4 202214
KEMPNER CAPITAL MANAGEMENT INC. 14140.09%0.12%0.14%Q1 2015Q2 201814
MACKENZIE FINANCIAL CORP 1130.00%0.00%0.01%Q4 2016Q3 202314
JANE STREET GROUP, LLC 310.00%0.00%0.01%Q2 2014Q3 202314
ENVESTNET ASSET MANAGEMENT INC 1210.00%0.00%0.00%Q1 2019Q3 202314
CONDOR CAPITAL MANAGEMENT 14140.05%0.20%0.39%Q2 2020Q3 202314
BARCLAYS PLC 510.00%0.00%0.00%Q2 2013Q3 202314
Investors Capital Advisory Services 13130.04%0.10%0.16%Q2 2013Q2 201613
MERCER GLOBAL ADVISORS INC /ADV 13130.00%0.00%0.01%Q3 2020Q3 202313
AMUNDI ASSET MANAGEMENT US, INC. 760.00%0.01%0.04%Q2 2013Q3 201713
LYELL WEALTH MANAGEMENT, LP 13130.94%1.57%2.59%Q1 2017Q1 202013
EVERGREEN CAPITAL MANAGEMENT LLC 910.01%0.21%0.40%Q1 2020Q3 202313
NATIXIS ADVISORS, L.P. 13130.03%0.04%0.05%Q1 2020Q1 202313
KELLEHER FINANCIAL ADVISORS 720.07%0.19%0.36%Q2 2019Q3 202313
Cubist Systematic Strategies, LLC 1210.00%0.01%0.02%Q4 2019Q3 202313
REGENTATLANTIC CAPITAL LLC 13130.05%0.69%1.40%Q3 2019Q3 202213
Trexquant Investment LP 410.01%0.04%0.09%Q3 2015Q3 202312
Dynamic Technology Lab Private Ltd 310.02%0.07%0.17%Q3 2016Q3 202312
Sage Mountain Advisors LLC 12122.48%3.62%4.65%Q4 2020Q3 202312
Mirae Asset Global Investments Co., Ltd. 12120.00%0.00%0.00%Q3 2018Q2 202112
AJ WEALTH STRATEGIES, LLC 12120.01%0.03%0.05%Q3 2020Q2 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Family Management Corp 840.04%0.15%0.24%Q2 2020Q3 202312
TUCKER ASSET MANAGEMENT LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Kestra Advisory Services, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Ancora Advisors LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
Certified Advisory Corp 1110.00%0.01%0.01%Q4 2017Q1 202112
Eagle Bay Advisors LLC 10100.00%1.50%2.32%Q2 2021Q3 202312
Joel Isaacson & Co., LLC 12120.00%0.04%0.07%Q3 2013Q2 201612
LSV ASSET MANAGEMENT 12120.00%0.01%0.04%Q4 2020Q3 202312
Polar Capital Holdings Plc 12120.01%0.02%0.03%Q4 2020Q3 202312
MISSION WEALTH MANAGEMENT, LP 1010.01%0.01%0.02%Q1 2020Q3 202311
Polar Capital LLP 11110.01%0.02%0.04%Q1 2018Q3 202011
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 11110.04%0.09%0.14%Q3 2017Q1 202011
GRIFFIN ASSET MANAGEMENT, INC. 1010.02%0.04%0.06%Q2 2019Q2 202211
JBF Capital, Inc. 11110.16%0.20%0.45%Q4 2014Q2 201711
ATHERTON LANE ADVISERS, LLC 11112.31%3.42%4.01%Q2 2013Q4 201511
WFG Advisors, LP 11110.00%0.00%0.01%Q4 2014Q2 201711
Canal Capital Management, LLC 1010.12%0.31%0.40%Q4 2017Q3 202011
Curi Wealth Management, LLC 11110.05%0.91%1.63%Q4 2020Q2 202311
Southern Farm Bureau Life Insurance 11111.66%4.45%8.78%Q4 2020Q2 202311
PUTNAM INVESTMENTS LLC 650.00%0.00%0.01%Q3 2017Q3 202311
ALBION FINANCIAL GROUP /UT 1010.11%0.26%0.49%Q4 2020Q3 202311
Hennion & Walsh Asset Management, Inc. 11110.11%0.16%0.19%Q1 2021Q3 202311
RUSSELL FRANK CO/ 920.00%0.00%0.00%Q2 2013Q1 201611
Cetera Investment Advisers 11110.00%0.00%0.01%Q1 2021Q3 202311
Hirtle Callaghan & Co LLC 11110.24%0.42%0.60%Q1 2021Q3 202311
EAGLE GLOBAL ADVISORS LLC 510.01%0.01%0.02%Q2 2016Q3 202311
Berman Capital Advisors, LLC 11110.00%0.01%0.04%Q1 2019Q3 202111
Lehman & Derafelo Financial Resources LLC 10100.74%1.35%1.89%Q3 2020Q4 202210
JAG CAPITAL MANAGEMENT, LLC 910.03%0.08%0.15%Q2 2019Q1 202210
Winslow, Evans & Crocker, Inc. 10100.00%0.00%0.03%Q4 2013Q1 201610
SIMPLEX TRADING, LLC 210.00%0.00%0.00%Q3 2015Q2 202310
ALLIANCEBERNSTEIN L.P. 10100.00%0.00%0.00%Q2 2013Q3 201510
Hillsdale Investment Management Inc. 910.00%0.00%0.01%Q1 2018Q3 202310
SHIKIAR ASSET MANAGEMENT INC 730.06%0.44%0.70%Q1 2021Q3 202310
Prairiewood Capital, LLC 910.91%2.51%2.92%Q4 2020Q3 202310
Cowen Prime Advisors LLC 910.09%0.22%0.33%Q2 2020Q2 202310
TRAVELERS COMPANIES, INC. 10100.14%0.43%0.55%Q1 2014Q2 201610
FIRST TRUST ADVISORS LP 10100.00%0.00%0.01%Q2 2021Q3 202310
Overbrook Management Corp 10100.05%0.06%0.08%Q2 2021Q3 202310
Northstar Group, Inc. 10100.07%0.12%0.15%Q2 2021Q3 202310
Sowell Financial Services LLC 710.00%0.01%0.02%Q3 2019Q3 202310
Tidal Investments LLC 10100.01%0.02%0.03%Q2 2021Q3 202310
Nuveen Fund Advisors, LLC 10100.16%0.29%0.65%Q2 2016Q3 201810
First Eagle Investment Management, LLC 10100.01%0.02%0.02%Q3 2015Q4 201710
Claybrook Capital, LLC 910.17%0.19%0.20%Q1 2021Q3 202310
Prism Advisors, Inc. 10100.64%0.78%1.42%Q4 2017Q1 202010
Aperio Group, LLC 730.00%0.00%0.00%Q1 2018Q4 202010
Avion Wealth 10100.00%0.00%0.00%Q2 2021Q3 202310
BANK OF MONTREAL /CAN/ 610.00%0.00%0.01%Q2 2013Q3 201810
New World Advisors LLC 910.05%0.08%0.10%Q1 2021Q3 202310
BNP PARIBAS FINANCIAL MARKETS 310.00%0.00%0.00%Q2 2013Q3 202310
Berkeley Capital Partners, LLC 820.15%0.28%0.48%Q1 2016Q4 202110
CFO4Life Group, LLC 10100.04%0.06%0.07%Q2 2021Q3 202310
FMR LLC 210.00%0.00%0.00%Q4 2018Q3 20239
STABLEFORD CAPITAL II LLC 990.08%0.09%0.10%Q4 2020Q4 20229
CNO Financial Group, Inc. 722.54%7.99%18.14%Q1 2018Q1 20219
Radnor Financial Advisors, LLC 991.25%7.83%14.34%Q4 2019Q4 20219
Cetera Advisor Networks LLC 710.00%0.02%0.03%Q2 2013Q3 20239
American Portfolios Advisors 540.00%0.00%0.00%Q4 2017Q2 20209
Baillie Gifford 990.00%0.01%0.03%Q3 2021Q3 20239
PRELUDE CAPITAL MANAGEMENT, LLC 410.01%0.04%0.09%Q3 2017Q3 20239
TOCQUEVILLE ASSET MANAGEMENT L.P. 990.00%0.00%0.00%Q4 2013Q4 20159
Amitell Capital Pte Ltd 990.01%1.17%2.56%Q4 2020Q4 20229
SHELTON CAPITAL MANAGEMENT 720.01%0.02%0.08%Q1 2017Q3 20219
ALPHASIMPLEX GROUP, LLC 420.32%0.79%1.96%Q1 2019Q3 20229
Gerstein Fisher 720.03%0.10%0.18%Q2 2013Q3 20169
Highmount Capital, LLC 990.30%1.03%1.66%Q2 2013Q2 20159
MILLER HOWARD INVESTMENTS INC /NY 990.03%0.04%0.05%Q4 2014Q4 20169
GLOBAL STRATEGIC MANAGEMENT INC 990.68%1.45%2.54%Q4 2018Q4 20209
ExodusPoint Capital Management, LP 210.00%0.02%0.03%Q4 2018Q3 20239
BUCKHEAD CAPITAL MANAGEMENT LLC 540.02%0.08%0.16%Q2 2013Q3 20159
GenTrust, LLC 990.04%0.09%0.12%Q4 2016Q4 20189
IFG Advisory, LLC 990.04%0.04%0.06%Q4 2017Q4 20199
CRAWFORD INVESTMENT COUNSEL INC 810.02%0.04%0.07%Q2 2015Q3 20189
Pegasus Partners Ltd. 990.06%0.07%0.09%Q3 2021Q3 20239
Capital Financial Services, LLC 990.24%0.29%0.33%Q4 2020Q4 20229
Snowden Capital Advisors LLC 510.00%0.03%0.06%Q2 2019Q3 20239
MOODY LYNN & LIEBERSON, LLC 990.06%0.11%0.14%Q2 2013Q2 20159
Carroll Financial Associates, Inc. 630.00%0.07%0.16%Q2 2013Q3 20219
Edge Capital Group, LLC 990.24%0.31%0.41%Q3 2021Q3 20239
MONTAG A & ASSOCIATES INC 880.00%0.00%0.01%Q4 2021Q3 20238
NORGES BANK 710.00%0.00%0.00%Q2 2014Q2 20218
1832 Asset Management L.P. 420.00%0.02%0.03%Q3 2013Q1 20208
Koshinski Asset Management, Inc. 530.00%0.09%0.16%Q4 2014Q1 20228
Legacy Capital Wealth Partners, LLC 710.39%0.56%0.94%Q3 2021Q3 20238
HB Wealth Management, LLC 880.02%0.05%0.14%Q4 2021Q3 20238
GraniteShares Advisors LLC 880.33%0.80%1.52%Q4 2021Q3 20238
RIVERNORTH CAPITAL MANAGEMENT, LLC 530.07%0.82%1.81%Q4 2019Q4 20228
PIN OAK INVESTMENT ADVISORS INC 880.01%0.01%0.01%Q4 2021Q3 20238
American Financial Network Advisory Services LLC 880.28%0.36%0.58%Q3 2017Q2 20198
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
BOSTON PRIVATE BANK & TRUST CO 880.00%0.00%0.00%Q2 2013Q1 20158
Schechter Investment Advisors, LLC 880.17%0.18%0.22%Q4 2021Q3 20238
Independent Family Office, LLC 880.48%0.67%0.88%Q4 2021Q3 20238
Jump Financial, LLC 880.01%0.04%0.10%Q4 2021Q3 20238
Global X Management CO LLC 880.00%0.00%0.01%Q3 2016Q2 20188
Fieldpoint Private Securities, LLC 880.33%0.54%0.82%Q3 2020Q2 20228
Amplius Wealth Advisors, LLC 880.07%0.08%0.09%Q4 2021Q3 20238
Clearstead Advisors, LLC 410.00%0.01%0.01%Q1 2020Q3 20238
IHT Wealth Management, LLC 880.02%0.08%0.16%Q4 2016Q3 20188
Penserra Capital Management LLC 880.00%0.00%0.01%Q4 2015Q3 20178
STONE RUN CAPITAL, LLC 880.20%0.23%0.26%Q2 2020Q1 20228
MARSHALL WACE, LLP 610.00%0.01%0.04%Q2 2014Q1 20228
Williams Jones Wealth Management, LLC. 880.00%0.00%0.01%Q3 2019Q2 20218
Quent Capital, LLC 880.03%0.04%0.05%Q4 2021Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.01%0.09%0.17%Q4 2021Q3 20238
Allworth Financial LP 710.00%0.00%0.00%Q3 2015Q3 20238
FourThought Financial, LLC 880.01%0.02%0.03%Q4 2020Q3 20228
Mosaic Family Wealth, LLC 770.01%0.01%0.01%Q1 2016Q3 20177
Strategic Wealth Partners, Ltd. 770.04%0.07%0.16%Q3 2021Q1 20237
UBS AG 660.00%0.02%0.02%Q2 2013Q3 20147
Janney Montgomery Scott LLC 610.00%0.00%0.01%Q4 2021Q3 20237
Global Retirement Partners, LLC 770.00%0.00%0.00%Q1 2017Q3 20187
OPTIMUM INVESTMENT ADVISORS 770.00%0.00%0.01%Q3 2013Q1 20157
Border to Coast Pensions Partnership Ltd 770.29%0.46%0.55%Q1 2022Q3 20237
Sargent Investment Group, LLC 770.04%0.04%0.04%Q1 2021Q3 20227
Abundance Wealth Counselors 770.07%0.11%0.23%Q1 2022Q3 20237
Schonfeld Strategic Advisors LLC 310.00%0.01%0.04%Q4 2019Q3 20237
NICOLA WEALTH MANAGEMENT LTD. 770.14%0.20%0.23%Q4 2021Q2 20237
Grantham, Mayo, Van Otterloo & Co. LLC 430.00%0.00%0.01%Q2 2013Q3 20157
Cresset Asset Management, LLC 410.00%0.00%0.01%Q4 2018Q3 20237
VSR Financial Services, Inc. 770.03%0.07%0.11%Q2 2013Q4 20147
Farmhouse Investment Management LLC 771.81%3.44%5.59%Q1 2017Q3 20187
Integrated Wealth Management 770.00%0.00%0.00%Q1 2015Q3 20167
FinTrust Capital Advisors, LLC 770.01%0.01%0.01%Q4 2018Q2 20207
CAZ INVESTMENTS LP 770.11%0.18%0.38%Q1 2020Q3 20217
Qube Research & Technologies Ltd 320.00%0.01%0.02%Q1 2021Q3 20237
CREATIVE FINANCIAL DESIGNS INC /ADV 430.00%0.01%0.01%Q2 2020Q3 20237
TORONTO DOMINION BANK 770.02%0.03%0.04%Q3 2015Q1 20177
Partners Group Holding AG 770.49%0.64%0.85%Q1 2022Q3 20237
Magnetar Financial LLC 770.01%0.01%0.02%Q1 2017Q3 20187
Neo Ivy Capital Management 310.02%0.14%0.65%Q4 2020Q2 20237
Bank OZK 770.16%0.21%0.26%Q2 2017Q4 20187
STATE STREET CORP 770.00%0.00%0.00%Q2 2013Q4 20147
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
WOLVERINE ASSET MANAGEMENT LLC 310.00%0.00%0.00%Q2 2014Q3 20216
Quantbot Technologies LP 310.00%0.03%0.06%Q1 2021Q3 20236
TBH Global Asset Management, LLC 660.20%0.26%0.42%Q4 2019Q1 20216
Private Advisor Group, LLC 410.00%0.01%0.02%Q1 2016Q3 20236
OXFORD ASSET MANAGEMENT LLP 330.01%0.02%0.06%Q2 2018Q4 20196
LORD, ABBETT & CO. LLC 660.00%0.03%0.04%Q2 2019Q3 20206
Retirement Group, LLC 420.00%0.00%0.00%Q1 2022Q3 20236
Quad-Cities Investment Group, LLC 660.01%0.01%0.01%Q2 2018Q3 20196
Radcliffe Capital Management, L.P. 330.04%0.16%0.35%Q3 2015Q3 20206
PRINCIPAL FINANCIAL GROUP INC 410.00%0.00%0.00%Q2 2013Q3 20226
Arkadios Wealth Advisors 420.01%0.03%0.06%Q4 2019Q3 20216
Atria Wealth Solutions, Inc. 510.00%0.00%0.00%Q1 2022Q3 20236
RIVERBRIDGE PARTNERS LLC 660.00%0.01%0.01%Q2 2022Q3 20236
BT Wealth Management LLC 660.06%0.09%0.12%Q2 2020Q3 20216
PRIVATE TRUST CO NA 660.00%0.00%0.00%Q2 2022Q3 20236
Callodine Capital Management, LP 660.19%0.67%1.02%Q2 2022Q3 20236
Lenox Wealth Advisors, LLC 660.11%0.13%0.16%Q4 2014Q1 20166
GROUP ONE TRADING, L.P. 210.00%0.00%0.00%Q1 2014Q2 20226
KINGS POINT CAPITAL MANAGEMENT 660.01%0.01%0.01%Q4 2020Q1 20226
ProShare Advisors LLC 310.00%0.00%0.01%Q2 2013Q3 20236
MAS Advisors LLC 660.13%0.19%0.24%Q4 2021Q1 20236
DC Investments Management, LLC 420.16%0.37%0.62%Q4 2017Q3 20196
Squarepoint Ops LLC 310.00%0.00%0.01%Q4 2019Q2 20226
REGIONS FINANCIAL CORP 660.00%0.00%0.00%Q4 2017Q1 20196
Horan Securities, Inc. 660.02%0.02%0.02%Q1 2022Q2 20236
Heritage Wealth Advisors 660.00%0.00%0.00%Q1 2019Q2 20206
CLINTON GROUP INC 660.01%0.02%0.02%Q4 2015Q1 20176
BlackRock Investment Management, LLC 660.00%0.00%0.00%Q2 2013Q3 20146
OPPENHEIMER & CO INC 310.00%0.01%0.01%Q2 2013Q2 20236
Onyx Bridge Wealth Group LLC 660.07%0.09%0.12%Q2 2022Q3 20236
NOMURA ASSET MANAGEMENT CO LTD 660.00%0.00%0.00%Q2 2022Q3 20236
Spire Wealth Management 310.00%0.00%0.00%Q1 2021Q3 20236
Tarbox Family Office, Inc. 660.02%0.02%0.02%Q2 2020Q3 20216
COLONY GROUP LLC 660.01%0.10%0.13%Q1 2022Q2 20236
Coastal Bridge Advisors, LLC 420.07%1.32%2.25%Q1 2020Q3 20236
Cipher Capital LP 310.04%0.07%0.11%Q4 2019Q1 20236
HRT FINANCIAL LP 210.00%0.01%0.02%Q3 2020Q3 20236
TIAA CREF INVESTMENT MANAGEMENT LLC 550.00%0.00%0.00%Q2 2013Q2 20145
PINNACLE ASSOCIATES LTD 550.00%0.00%0.00%Q2 2022Q2 20235
Lebenthal Holdings,LLC 550.02%0.05%0.08%Q2 2015Q2 20165
Princeton Global Asset Management LLC 550.00%0.01%0.01%Q1 2019Q1 20205
Aquatic Capital Management LLC 320.00%0.04%0.08%Q4 2021Q3 20235
Cutler Group LLC / CA 410.00%0.00%0.00%Q4 2015Q4 20175
Graham Capital Management, L.P. 410.01%0.03%0.07%Q4 2021Q2 20235
Mariner, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
WESPAC Advisors, LLC 550.76%0.82%0.95%Q4 2018Q4 20195
BALYASNY ASSET MANAGEMENT L.P. 310.00%0.00%0.00%Q4 2017Q1 20235
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 550.00%0.00%0.00%Q1 2013Q1 20145
New Vernon Capital Holdings II LLC 551.41%2.80%4.09%Q3 2022Q3 20235
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 210.00%0.00%0.00%Q4 2013Q3 20225
Cynosure Group, LLC 550.30%0.81%1.49%Q3 2022Q3 20235
Arete Wealth Advisors, LLC 550.06%0.06%0.06%Q2 2018Q2 20195
LEVEL FOUR ADVISORY SERVICES, LLC 550.03%0.05%0.08%Q4 2016Q4 20175
CIBC Asset Management Inc 550.00%0.00%0.00%Q3 2021Q3 20225
Concorde Asset Management, LLC 550.78%1.20%2.12%Q1 2021Q1 20225
Gillson Capital LP 310.07%0.27%0.57%Q4 2019Q2 20225
Financial Gravity Asset Management, Inc. 310.00%0.00%0.01%Q4 2019Q3 20225
Magnus Financial Group LLC 550.03%0.06%0.08%Q4 2018Q4 20195
Russell Investments Group, Ltd. 310.00%0.00%0.00%Q4 2016Q4 20205
Virtus Investment Advisers, Inc. 550.20%0.28%0.31%Q3 2022Q3 20235
Larson Financial Group LLC 550.01%0.01%0.02%Q3 2022Q3 20235
CAPTRUST FINANCIAL ADVISORS 550.01%0.01%0.02%Q3 2022Q3 20235
GRIMES & COMPANY, INC. 210.01%0.01%0.01%Q3 2021Q3 20235
Strategic Asset Management, LLC 550.00%0.00%0.01%Q3 2021Q3 20225
Spearhead Capital Advisors, LLC 550.28%0.30%0.32%Q2 2021Q2 20225
Nationwide Fund Advisors 410.00%0.00%0.00%Q2 2013Q3 20175
ROCKLAND TRUST CO 550.02%0.03%0.04%Q1 2021Q1 20225
State of New Jersey Common Pension Fund D 550.01%0.03%0.05%Q4 2015Q4 20165
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 410.02%0.03%0.04%Q3 2018Q2 20235
Citizens Business Bank 550.08%0.12%0.17%Q1 2019Q1 20205
General Partner, Inc. 551.38%1.49%1.58%Q4 2022Q4 20235
Versant Capital Management, Inc 550.00%0.10%0.18%Q3 2017Q3 20185
ROMANO BROTHERS AND COMPANY 550.02%0.03%0.03%Q3 2022Q3 20235
WEDBUSH SECURITIES INC 550.02%0.03%0.03%Q3 2022Q3 20235
Strategic Wealth Partners Group, LLC 550.04%3.43%9.11%Q3 2019Q3 20205
Plante Moran Financial Advisors, LLC 410.00%0.00%0.00%Q1 2016Q3 20235
TEACHERS ADVISORS, LLC 440.00%0.00%0.00%Q2 2013Q1 20144
EverSource Wealth Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
VOYA INVESTMENT MANAGEMENT LLC 440.00%0.00%0.00%Q2 2013Q1 20144
MRA Associates USA LLC 4411.98%38.54%68.20%Q4 2018Q3 20194
WEALTHSOURCE PARTNERS, LLC 440.02%0.03%0.04%Q2 2019Q1 20204
Core Wealth Partners LLC 440.19%0.20%0.22%Q4 2022Q3 20234
Trek Financial, LLC 440.06%0.08%0.09%Q2 2019Q1 20204
Biltmore Family Office, LLC 440.14%0.90%1.99%Q3 2018Q2 20194
Ulrich Consultants & Investment Group, LLC 445.35%14.53%23.15%Q2 2022Q1 20234
Capital Analysts, LLC 220.00%0.00%0.00%Q3 2021Q3 20224
Advisory Services Network, LLC 210.00%0.00%0.01%Q4 2015Q1 20234
Glassy Mountain Advisors, Inc. 310.09%0.11%0.12%Q4 2021Q4 20224
TUDOR INVESTMENT CORP ET AL 210.00%0.02%0.03%Q4 2020Q3 20234
ROYCE & ASSOCIATES LP 440.00%0.02%0.03%Q3 2019Q2 20204
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 440.06%0.06%0.07%Q4 2022Q3 20234
abrdn plc 440.00%0.01%0.01%Q3 2019Q2 20204
MACQUARIE GROUP LTD 210.00%0.00%0.00%Q3 2017Q4 20184
MONEY CONCEPTS CAPITAL CORP 440.00%0.00%0.00%Q1 2022Q4 20224
Dynasty Wealth Management, LLC 440.10%0.34%0.49%Q4 2017Q3 20184
BLACKROCK ADVISORS LLC 440.00%0.00%0.00%Q2 2013Q1 20144
Triad Investment Management 441.81%2.35%2.66%Q1 2020Q4 20204
West Family Investments, Inc. 210.12%0.16%0.24%Q2 2013Q4 20204
Municipal Employees' Retirement System of Michigan 310.01%0.02%0.03%Q1 2014Q3 20154
FAIRFIELD, BUSH & CO. 440.06%0.12%0.19%Q3 2022Q2 20234
GEODE CAPITAL MANAGEMENT, LLC 440.00%0.00%0.00%Q2 2013Q1 20144
METROPOLITAN LIFE INSURANCE CO/NY 440.00%0.00%0.00%Q2 2013Q1 20144
Corient Private Wealth LLC 440.00%0.01%0.01%Q4 2022Q3 20234
AIGEN INVESTMENT MANAGEMENT, LP 210.03%0.08%0.17%Q1 2020Q2 20224
Klingman & Associates, LLC 440.06%0.06%0.07%Q4 2022Q3 20234
JACKSON SQUARE CAPITAL, LLC 440.00%0.00%0.00%Q4 2019Q3 20204
ARMSTRONG ADVISORY GROUP, INC 440.00%0.00%0.00%Q4 2022Q3 20234
MML INVESTORS SERVICES, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Zebra Capital Management LLC 440.10%0.26%0.32%Q1 2014Q4 20144
BlackRock Fund Advisors 440.01%0.01%0.01%Q2 2013Q1 20144
TIEDEMANN ADVISORS, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
AdvisorNet Financial, Inc 110.00%0.00%0.00%Q2 2018Q3 20234
Swiss National Bank 440.00%0.00%0.00%Q2 2013Q1 20144
Quadrature Capital Ltd 110.01%0.02%0.03%Q1 2018Q3 20234
NewEdge Advisors, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 440.00%0.00%0.00%Q2 2013Q1 20144
Marshall Wace North America L.P. 310.00%0.02%0.03%Q4 2017Q2 20204
Assured Investment Management LLC 440.01%0.02%0.03%Q1 2018Q4 20184
TEACHER RETIREMENT SYSTEM OF TEXAS 440.00%0.00%0.00%Q2 2013Q1 20144
PATHSTONE FAMILY OFFICE, LLC 310.01%0.01%0.03%Q1 2015Q3 20234
Spot Trading L.L.C 310.00%0.01%0.02%Q2 2013Q2 20164
CAROLINAS WEALTH CONSULTING LLC 440.00%0.00%0.00%Q4 2021Q3 20224
FNY Investment Advisers, LLC 440.01%0.02%0.05%Q4 2020Q3 20214
DELTA ASSET MANAGEMENT LLC/TN 440.00%0.00%0.00%Q4 2022Q3 20234
BI Asset Management Fondsmaeglerselskab A/S 440.02%0.02%0.02%Q4 2022Q3 20234
WADE G W & INC 440.05%0.05%0.06%Q1 2015Q4 20154
NORTHERN CAPITAL MANAGEMENT LLC 440.08%0.10%0.11%Q3 2014Q2 20154
RHUMBLINE ADVISERS 440.00%0.00%0.00%Q2 2013Q1 20144
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 440.00%0.00%0.00%Q2 2013Q1 20144
VANGUARD GROUP INC 440.00%0.00%0.00%Q2 2013Q1 20144
Segment Wealth Management, LLC 440.08%0.14%0.18%Q4 2016Q3 20174
B. Riley Wealth Advisors, Inc. 210.00%0.02%0.02%Q1 2014Q2 20214
Perennial Advisors, LLC 310.00%0.00%0.00%Q2 2020Q2 20214
BlackRock Institutional Trust Company, N.A. 440.00%0.00%0.00%Q2 2013Q1 20144
Algebris Investments (UK) LLP 440.52%0.73%0.98%Q3 2014Q2 20154
NATIONAL BANK OF CANADA /FI/ 440.01%0.01%0.02%Q4 2022Q3 20234
Hexagon Capital Partners LLC 440.00%0.00%0.00%Q4 2022Q3 20234
BOOTHBAY FUND MANAGEMENT, LLC 310.01%0.02%0.04%Q2 2020Q2 20224
Pine Valley Investments Ltd Liability Co 330.02%0.02%0.03%Q1 2023Q3 20233
Mid-American Wealth Advisory Group, Inc. 210.14%0.57%1.07%Q4 2021Q2 20233
Cowen Prime Services LLC 330.01%0.06%0.09%Q4 2020Q2 20213
Avestar Capital, LLC 330.18%0.23%0.30%Q4 2019Q2 20203
Cedar Wealth Management, LLC 330.02%0.02%0.03%Q4 2021Q2 20223
CPWM, LLC 330.01%0.02%0.03%Q3 2021Q1 20223
Paloma Partners Management Co 110.00%0.04%0.12%Q2 2014Q1 20213
Principal Street Partners, LLC 330.20%0.29%0.45%Q2 2019Q4 20193
VALLEY NATIONAL ADVISERS INC 330.00%0.00%0.00%Q1 2023Q3 20233
A.R.T. Advisors, LLC 210.01%0.02%0.03%Q2 2013Q4 20143
CAXTON ASSOCIATES LP 110.04%0.05%0.08%Q3 2019Q4 20223
Pictet North America Advisors SA 330.07%0.09%0.10%Q2 2022Q4 20223
Cetera Advisors LLC 330.01%0.01%0.02%Q3 2022Q1 20233
BESSEMER GROUP INC 210.00%0.00%0.00%Q1 2018Q3 20213
FSM Wealth Advisors, LLC 330.10%0.15%0.20%Q2 2022Q4 20223
Fiera Capital Corp 210.00%0.01%0.02%Q3 2015Q3 20173
COMERICA BANK 210.00%0.00%0.00%Q2 2013Q3 20233
Atom Investors LP 110.00%0.12%0.22%Q1 2020Q3 20233
STEPHENS INC /AR/ 330.36%0.61%0.76%Q3 2019Q1 20203
CHERRYDALE WEALTH MANAGEMENT, LLC 210.08%0.13%0.22%Q4 2021Q4 20233
Virtu Financial LLC 110.01%0.05%0.09%Q3 2017Q4 20223
MILLER VALUE PARTNERS, LLC 330.02%0.02%0.03%Q2 2013Q4 20133
TOTH FINANCIAL ADVISORY CORP 330.00%0.00%0.00%Q1 2022Q3 20223
tru Independence LLC 330.00%0.00%0.00%Q4 2019Q2 20203
State of Wyoming 210.02%0.03%0.03%Q4 2021Q3 20233
LAZARD ASSET MANAGEMENT LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Quarry LP 210.00%0.00%0.00%Q4 2022Q3 20233
Douglass Winthrop Advisors, LLC 330.01%0.01%0.01%Q2 2021Q4 20213
FIRST HAWAIIAN BANK 330.00%0.00%0.00%Q3 2018Q1 20193
JRM Investment Counsel, LLC 332.19%2.27%2.36%Q4 2014Q2 20153
NexWave Capital Partners LLC 210.38%0.42%0.47%Q4 2020Q4 20213
CITY HOLDING CO 330.00%0.00%0.00%Q4 2020Q2 20213
BANQUE PICTET & CIE SA 330.01%0.01%0.01%Q2 2022Q4 20223
NTB Financial Corp 330.13%0.14%0.15%Q4 2021Q2 20223
Laird Norton Wetherby Wealth Management, LLC 210.01%0.01%0.01%Q4 2022Q3 20233
Lebenthal Global Advisors, LLC 330.13%0.18%0.23%Q2 2021Q4 20213
ROOSEVELT INVESTMENT GROUP LLC 330.01%0.01%0.01%Q1 2022Q3 20223
MQS Management LLC 210.41%0.57%0.74%Q1 2022Q3 20233
Catalyst Capital Advisors LLC 330.00%0.00%0.00%Q3 2014Q1 20153
Centiva Capital, LP 210.01%0.02%0.04%Q4 2019Q3 20203
ANALYTIC INVESTORS, LLC 330.00%0.00%0.01%Q2 2013Q4 20133
State of Tennessee, Treasury Department 330.00%0.00%0.00%Q2 2018Q4 20183
Virtu KCG Holdings LLC 110.00%0.00%0.01%Q2 2014Q3 20163
Naviter Wealth, LLC 330.05%0.06%0.07%Q1 2023Q3 20233
Momentum Advisors, LLC 330.46%0.47%0.49%Q2 2022Q4 20223
First Allied Advisory Services, Inc. 330.01%0.03%0.05%Q1 2020Q3 20203
Sterling Capital Management LLC 330.00%0.00%0.00%Q4 2013Q2 20143
Beaumont Financial Advisors, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
MCF Advisors LLC 330.06%0.08%0.10%Q2 2013Q4 20133
Lebenthal Asset Management, LLC 210.01%0.03%0.05%Q2 2016Q1 20173
NATIXIS 330.00%0.00%0.00%Q4 2022Q2 20233
Golden State Equity Partners 220.15%0.15%0.15%Q2 2023Q3 20232
Arcus Capital Partners, LLC 110.03%0.03%0.03%Q4 2020Q4 20222
Financial Architects, Inc 220.00%0.00%0.00%Q2 2013Q3 20132
PIERSHALE FINANCIAL GROUP, INC. 220.00%0.00%0.00%Q1 2023Q2 20232
TRANSCEND CAPITAL ADVISORS, LLC 220.02%0.02%0.02%Q3 2021Q4 20212
TFS CAPITAL LLC 110.03%0.03%0.04%Q2 2013Q3 20152
Avior Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
20/20 Capital Management, Inc. 220.22%0.29%0.37%Q4 2019Q1 20202
Omnia Family Wealth, LLC 220.00%0.09%0.18%Q4 2018Q1 20192
DIMENSIONAL FUND ADVISORS LP 220.00%0.00%0.00%Q1 2014Q2 20142
Quantamental Technologies LLC 220.01%0.01%0.01%Q2 2019Q3 20192
Glovista Investments LLC 220.04%0.04%0.04%Q4 2013Q1 20142
Nine Chapters Capital Management LLC 110.02%0.38%0.74%Q3 2015Q3 20172
Airain ltd 110.01%0.01%0.02%Q3 2014Q2 20172
FIFTH THIRD BANCORP 110.00%0.00%0.00%Q1 2017Q1 20222
Merit Financial Group, LLC 220.13%0.14%0.14%Q2 2023Q3 20232
SALEM INVESTMENT COUNSELORS INC 110.00%0.00%0.00%Q4 2021Q3 20222
Mercer Investments LLC 221.33%1.42%1.50%Q2 2013Q3 20132
Summit Global Investments 220.08%0.08%0.08%Q1 2019Q2 20192
Almitas Capital LLC 110.84%2.39%3.94%Q4 2019Q2 20202
Parkside Financial Bank & Trust 220.00%0.00%0.01%Q2 2021Q3 20212
Elevated Capital Advisors, LLC 111.30%1.58%1.85%Q1 2019Q4 20192
Manhattan West Asset Management, LLC 220.11%0.12%0.12%Q2 2023Q3 20232
CASTLE WEALTH MANAGEMENT LLC 220.03%0.03%0.03%Q2 2022Q3 20222
FOX RUN MANAGEMENT, L.L.C. 110.08%0.09%0.10%Q2 2022Q3 20232
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q2 2014Q2 20222
Vident Investment Advisory, LLC 220.02%0.02%0.02%Q1 2022Q2 20222
STIFEL NICOLAUS & CO INC \MO\ 220.04%0.04%0.04%Q2 2013Q3 20132
BASSO CAPITAL MANAGEMENT, L.P. 220.05%0.05%0.05%Q2 2023Q3 20232
FIRST NEW YORK SECURITIES LLC /NY 220.31%0.32%0.33%Q2 2013Q3 20132
Port Capital LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Acrospire Investment Management LLC 110.00%0.01%0.01%Q3 2016Q2 20172
Beverly Hills Private Wealth, LLC 220.04%0.06%0.07%Q2 2023Q3 20232
IPG Investment Advisors LLC 220.04%0.05%0.05%Q2 2023Q3 20232
TRUIST FINANCIAL CORP 220.00%0.00%0.00%Q4 2019Q1 20202
True Capital Management 220.36%0.39%0.43%Q4 2022Q1 20232
Allianz Asset Management GmbH 220.00%0.00%0.00%Q1 2020Q2 20202
Anfield Capital Management, LLC 220.80%1.22%1.64%Q4 2019Q1 20202
SILVER CAPITAL MANAGEMENT LLC 221.17%1.21%1.26%Q4 2017Q1 20182
Capital Bank & Trust Co 220.00%0.00%0.00%Q2 2018Q3 20182
EP Wealth Advisors, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
STEEL GROVE CAPITAL ADVISORS, LLC 220.09%0.10%0.10%Q3 2018Q4 20182
S.C. Financial Services, Inc. 220.19%0.20%0.21%Q4 2021Q1 20222
BOGLE INVESTMENT MANAGEMENT L P /DE/ 220.31%0.42%0.52%Q2 2020Q3 20202
Bordeaux Wealth Advisors LLC 220.14%0.16%0.17%Q4 2021Q1 20222
Walleye Capital LLC 110.01%0.02%0.03%Q1 2021Q2 20222
NWQ INVESTMENT MANAGEMENT COMPANY, LLC 220.01%0.02%0.02%Q3 2013Q4 20132
Emerald Acquisition Ltd. 220.00%0.00%0.00%Q2 2016Q3 20162
Gradient Investments LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Total Clarity Wealth Management, Inc. 110.01%0.01%0.01%Q4 2021Q2 20222
EnTrustPermal Management LLC 220.56%0.58%0.59%Q4 2014Q1 20152
Future Financial Wealth Managment LLC 220.03%0.03%0.03%Q4 2021Q1 20222
Skandinaviska Enskilda Banken AB (publ) 220.01%0.01%0.01%Q2 2019Q3 20192
FJ Capital Management LLC 110.08%0.12%0.17%Q4 2022Q3 20232
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q1 2016Q3 20222
Verition Fund Management LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Partnervest Advisory Services LLC 220.02%0.03%0.03%Q2 2013Q3 20132
LS Investment Advisors, LLC 110.01%0.02%0.02%Q3 2013Q3 20142
Cyrus J. Lawrence, LLC 220.18%0.20%0.21%Q1 2022Q2 20222
SG Americas Securities, LLC 110.00%0.01%0.01%Q3 2013Q3 20232
Adaptive Financial Consulting, LLC 220.38%0.46%0.54%Q4 2019Q1 20202
Wealthspire Advisors, LLC 110.00%0.01%0.01%Q4 2018Q3 20232
Integrated Wealth Concepts LLC 220.00%0.00%0.00%Q2 2023Q3 20232
INTREPID CAPITAL MANAGEMENT INC /DE/ 221.23%1.38%1.53%Q2 2013Q3 20132
TWO SIGMA SECURITIES, LLC 110.01%0.01%0.01%Q2 2022Q4 20222
DIVIDEND ASSETS CAPITAL, LLC 220.00%0.00%0.01%Q2 2014Q3 20142
Willingdon Wealth Management 110.00%0.01%0.01%Q1 2019Q4 20192
Sandy Spring Bank 110.00%0.00%0.00%Q4 2015Q4 20151
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Arlington Partners LLC 110.02%0.02%0.02%Q2 2019Q2 20191
CENTRAL TRUST Co 110.00%0.00%0.00%Q2 2017Q2 20171
FIRST HORIZON CORP 110.00%0.00%0.00%Q2 2013Q2 20131
Engineers Gate Manager LP 110.01%0.01%0.01%Q2 2020Q2 20201
Nebula Research & Development LLC 110.26%0.26%0.26%Q1 2023Q1 20231
MBL Wealth, LLC 110.04%0.04%0.04%Q3 2022Q3 20221
Peregrine Asset Advisers, Inc. 110.19%0.19%0.19%Q1 2013Q1 20131
Destination Wealth Management 110.00%0.00%0.00%Q2 2018Q2 20181
Soros Fund Management 110.01%0.01%0.01%Q2 2014Q2 20141
LMR Partners LLP 110.16%0.16%0.16%Q2 2014Q2 20141
Private Ocean, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Global Strategic Investment Solutions, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Simplicity Solutions, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Geneva Advisors, LLC 110.03%0.03%0.03%Q2 2017Q2 20171
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Evolution Wealth Advisors, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
Campbell & CO Investment Adviser LLC 110.02%0.02%0.02%Q3 2023Q3 20231
CAPSTONE INVESTMENT ADVISORS, LLC 110.01%0.01%0.01%Q2 2017Q2 20171
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
TCG Advisors, LP 110.00%0.00%0.00%Q1 2019Q1 20191
RBA Wealth Management, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Freedom Investment Management, Inc. 110.04%0.04%0.04%Q3 2023Q3 20231
BBR PARTNERS, LLC 110.03%0.03%0.03%Q3 2022Q3 20221
BEL AIR INVESTMENT ADVISORS LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Wellington Shields & Co., LLC 110.44%0.44%0.44%Q3 2019Q3 20191
ML & R WEALTH MANAGEMENT LLC 110.36%0.36%0.36%Q2 2023Q2 20231
EMERALD MUTUAL FUND ADVISERS TRUST 110.01%0.01%0.01%Q1 2023Q1 20231
Genesis Wealth Advisors, LLC 110.14%0.14%0.14%Q4 2014Q4 20141
Delpha Capital Management, LLC 110.02%0.02%0.02%Q4 2017Q4 20171
WEALTHFRONT Corp 110.00%0.00%0.00%Q4 2014Q4 20141
CLEAR STREET MARKETS LLC 110.00%0.00%0.00%Q1 2022Q1 20221
ISLAY CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Parallax Volatility Advisers, L.P. 110.00%0.00%0.00%Q1 2018Q1 20181
Raleigh Capital Management Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
JOHNSON INVESTMENT COUNSEL INC 110.01%0.01%0.01%Q2 2016Q2 20161
Gyon Technologies Capital Management, LP 110.10%0.10%0.10%Q4 2022Q4 20221
Proficio Capital Partners LLC 110.16%0.16%0.16%Q2 2017Q2 20171
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
CWM, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Olympiad Research LP 110.13%0.13%0.13%Q2 2023Q2 20231
Relative Value Partners, LLC 110.02%0.02%0.02%Q4 2014Q4 20141
LIBERTY WEALTH MANAGEMENT LLC 110.01%0.01%0.01%Q2 2019Q2 20191
FineMark National Bank & Trust 110.00%0.00%0.00%Q3 2015Q3 20151
CFO4Life, L.P. 110.05%0.05%0.05%Q4 2022Q4 20221
WINTON GROUP Ltd 110.03%0.03%0.03%Q3 2023Q3 20231
HARBOUR INVESTMENTS, INC. 110.00%0.00%0.00%Q3 2021Q3 20211
Bank Pictet & Cie (Europe) AG 110.01%0.01%0.01%Q3 2022Q3 20221
Pinnacle Bancorp, Inc. 110.04%0.04%0.04%Q1 2017Q1 20171
WELCH & FORBES LLC 110.00%0.00%0.00%Q1 2022Q1 20221
CHIRON CAPITAL MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
KCS Wealth Advisory 110.00%0.00%0.00%Q3 2019Q3 20191
WASHINGTON TRUST BANK 110.00%0.00%0.00%Q1 2016Q1 20161
Jaffetilchin Investment Partners, LLC 110.07%0.07%0.07%Q3 2021Q3 20211
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q1 2015Q1 20151
Spectrum Management Group, LLC 110.03%0.03%0.03%Q3 2017Q3 20171
Clarius Group, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
Alpha Omega Wealth Management LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Procyon Advisors, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Independent Advisor Alliance 110.01%0.01%0.01%Q4 2019Q4 20191
Ameritas Investment Company, LLC 110.03%0.03%0.03%Q1 2019Q1 20191
Capital Advisory Group Advisory Services, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
OneDigital Investment Advisors LLC 110.01%0.01%0.01%Q3 2021Q3 20211
GAM Holding AG 110.00%0.00%0.00%Q4 2016Q4 20161
GALAXY CAPITAL TRADING LTD 110.02%0.02%0.02%Q4 2013Q4 20131
Edge Advisors, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
NAVELLIER & ASSOCIATES INC 110.05%0.05%0.05%Q3 2023Q3 20231
Walleye Trading LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Draper Asset Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Irish Life Investment Managers Ltd. 110.00%0.00%0.00%Q2 2013Q2 20131
Jefferies Group LLC 110.00%0.00%0.00%Q2 2014Q2 20141
MADDEN SECURITIES Corp 110.01%0.01%0.01%Q4 2022Q4 20221
CANTOR FITZGERALD, L. P. 110.01%0.01%0.01%Q2 2022Q2 20221
Graypoint LLC 110.03%0.03%0.03%Q3 2022Q3 20221
Reynders McVeigh Capital Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Orion Portfolio Solutions, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
NewEdge Wealth, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
ENTERPRISE FINANCIAL SERVICES CORP 110.05%0.05%0.05%Q2 2022Q2 20221
EATON VANCE MANAGEMENT 110.00%0.00%0.00%Q1 2021Q1 20211
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q4 2021Q4 20211
QCI ASSET MANAGEMENT INC/NY 110.00%0.00%0.00%Q1 2017Q1 20171
New Capital Management LP 110.00%0.00%0.00%Q4 2020Q4 20201
NBT BANK N A /NY 110.02%0.02%0.02%Q3 2023Q3 20231
Point72 Asset Management, L.P. 110.00%0.00%0.00%Q1 2018Q1 20181
Bedel Financial Consulting, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 110.03%0.03%0.03%Q2 2014Q2 20141
BlueCrest Capital Management LLP 110.02%0.02%0.02%Q2 2014Q2 20141
Royal Fund Management, LLC 110.02%0.02%0.02%Q4 2016Q4 20161
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
Acrisure Capital Management, LLC 110.66%0.66%0.66%Q4 2022Q4 20221
Point72 Hong Kong Ltd 110.00%0.00%0.00%Q2 2022Q2 20221
Sierra Capital LLC 110.12%0.12%0.12%Q1 2021Q1 20211
Farmer Steven Patrick 110.07%0.07%0.07%Q2 2022Q2 20221
Lee Financial Co 110.00%0.00%0.00%Q3 2017Q3 20171
SG3 Management, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
WealthTrust-Arizona, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
KOCH INDUSTRIES INC 110.02%0.02%0.02%Q1 2018Q1 20181
CENTAURUS FINANCIAL, INC. 110.01%0.01%0.01%Q2 2018Q2 20181
Alpine Global Management, LLC 110.14%0.14%0.14%Q2 2014Q2 20141
SeaCrest Wealth Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
WINTRUST INVESTMENTS LLC 110.12%0.12%0.12%Q2 2021Q2 20211
External links

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