HAWAIIAN ELEC INDUSTRIES shareholder history

Current and past HAWAIIAN ELEC INDUSTRIES shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 2250.00%0.00%0.00%Q2 2013Q3 202368
HUNTINGTON NATIONAL BANK 2310.00%0.00%0.04%Q1 2009Q3 202349
SECURIAN ASSET MANAGEMENT, INC 48480.01%0.01%0.02%Q3 2011Q2 202348
GOLDMAN SACHS GROUP INC 4240.00%0.00%0.01%Q1 2012Q3 202346
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202344
BARCLAYS PLC 42420.00%0.00%0.03%Q2 2013Q3 202344
Citadel Advisors 1410.00%0.00%0.01%Q2 2013Q3 202343
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 43430.00%0.01%0.02%Q1 2013Q3 202343
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202343
CREDIT SUISSE AG/ 43430.00%0.01%0.08%Q1 2013Q3 202343
GABELLI FUNDS LLC 42420.10%0.25%0.39%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.02%0.05%Q2 2013Q3 202342
Swiss National Bank 42420.00%0.01%0.01%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.00%0.01%0.01%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.02%0.03%Q2 2013Q3 202342
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 42420.01%0.02%0.08%Q2 2013Q3 202342
FEDERATED HERMES, INC. 42420.00%0.00%0.01%Q2 2013Q3 202342
PANAGORA ASSET MANAGEMENT INC 42420.00%0.02%0.16%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.00%0.02%0.02%Q2 2013Q3 202342
NISA INVESTMENT ADVISORS, LLC 42420.00%0.03%0.06%Q2 2013Q3 202342
NEW YORK STATE COMMON RETIREMENT FUND 42420.00%0.01%0.02%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 42420.00%0.01%0.02%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.00%Q2 2013Q3 202342
Creative Planning 42420.00%0.01%0.01%Q2 2013Q3 202342
RHUMBLINE ADVISERS 42420.00%0.02%0.03%Q2 2013Q3 202342
AMERICAN INTERNATIONAL GROUP, INC. 42420.00%0.03%0.05%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 42420.00%0.01%0.01%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.01%0.02%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.01%Q2 2013Q3 202342
TEXAS PERMANENT SCHOOL FUND CORP 42420.03%0.04%0.07%Q1 2013Q2 202342
STATE STREET CORP 42420.00%0.01%0.01%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.02%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.00%0.00%0.01%Q2 2013Q3 202342
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 42420.00%0.01%0.02%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.00%0.01%Q2 2013Q3 202342
UBS ASSET MANAGEMENT AMERICAS INC 42420.00%0.00%0.01%Q2 2013Q3 202342
VOYA INVESTMENT MANAGEMENT LLC 42420.00%0.00%0.01%Q2 2013Q3 202342
Retirement Systems of Alabama 42420.02%0.02%0.03%Q1 2013Q2 202342
NORGES BANK 4020.01%0.01%0.02%Q2 2012Q4 202242
STATE OF WISCONSIN INVESTMENT BOARD 42420.00%0.00%0.01%Q2 2013Q3 202342
PRICE T ROWE ASSOCIATES INC /MD/ 42420.00%0.00%0.00%Q2 2013Q3 202342
VANGUARD GROUP INC 42420.00%0.01%0.03%Q2 2013Q3 202342
FIRST HAWAIIAN BANK 42420.01%0.11%0.29%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.00%0.00%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.01%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.01%Q2 2013Q3 202342
ALLIANCEBERNSTEIN L.P. 42420.00%0.00%0.01%Q2 2013Q3 202342
GEODE CAPITAL MANAGEMENT, LLC 42420.00%0.01%0.02%Q2 2013Q3 202342
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42420.01%0.02%0.03%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 42420.00%0.09%0.21%Q2 2013Q3 202342
Legal & General Group Plc 42420.00%0.01%0.01%Q2 2013Q3 202342
BlackRock Inc. 42420.00%0.01%0.02%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.01%0.03%Q2 2013Q3 202342
HYMAN CHARLES D 42420.05%0.37%0.58%Q2 2013Q3 202342
PRINCIPAL FINANCIAL GROUP INC 41410.01%0.01%0.02%Q2 2013Q2 202341
PRUDENTIAL FINANCIAL INC 41410.00%0.01%0.04%Q2 2013Q2 202341
SG Americas Securities, LLC 27140.00%0.01%0.05%Q2 2013Q3 202341
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28130.00%0.00%0.00%Q2 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.00%Q2 2013Q3 202341
BANK OF HAWAII 41410.02%0.06%0.12%Q2 2013Q2 202341
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 41410.01%0.01%0.02%Q2 2013Q2 202341
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 41410.01%0.01%0.02%Q2 2013Q2 202341
D.A. DAVIDSON & CO. 41410.00%0.01%0.02%Q2 2013Q2 202341
J.P. Morgan Private Wealth Advisors LLC 41410.00%0.00%0.01%Q2 2013Q2 202341
Arizona State Retirement System 3380.00%0.02%0.04%Q1 2013Q3 202341
Utah Retirement Systems 41410.00%0.01%0.02%Q2 2013Q2 202341
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 41410.03%0.05%0.07%Q2 2013Q2 202341
DEUTSCHE BANK AG\ 41410.00%0.00%0.03%Q3 2013Q3 202341
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 3650.00%0.01%0.01%Q2 2013Q3 202341
STATE OF MICHIGAN RETIREMENT SYSTEM 41410.01%0.07%0.19%Q2 2013Q2 202341
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 41410.01%0.02%0.03%Q2 2013Q2 202341
MOODY NATIONAL BANK TRUST DIVISION 41410.01%0.02%0.04%Q2 2013Q2 202341
ProShare Advisors LLC 40400.00%0.00%0.03%Q3 2013Q2 202340
GREAT WEST LIFE ASSURANCE CO /CAN/ 40400.00%0.01%0.02%Q4 2013Q3 202340
Violich Capital Management, Inc. 40400.05%0.08%0.12%Q3 2013Q2 202340
FIFTH THIRD BANCORP 3460.00%0.00%0.00%Q2 2013Q2 202340
GAMCO INVESTORS, INC. ET AL 27130.00%0.01%0.02%Q2 2013Q3 202340
BNP PARIBAS FINANCIAL MARKETS 40400.00%0.00%0.06%Q4 2013Q3 202340
Ameritas Investment Partners, Inc. 40400.03%0.05%0.08%Q3 2013Q2 202340
TRUST CO OF VERMONT 3310.00%0.01%0.01%Q2 2013Q3 202340
SHELTON CAPITAL MANAGEMENT 40400.01%0.02%0.05%Q2 2013Q1 202340
COMERICA BANK 3910.00%0.02%0.04%Q2 2013Q3 202340
CKW FINANCIAL GROUP 40400.00%0.02%0.05%Q4 2013Q3 202340
PROFUND ADVISORS LLC 39390.01%0.03%0.05%Q2 2013Q4 202239
SPINNAKER TRUST 39390.03%0.04%0.06%Q2 2013Q4 202239
Louisiana State Employees Retirement System 39390.03%0.04%0.08%Q4 2013Q2 202339
STIFEL FINANCIAL CORP 39390.00%0.00%0.01%Q1 2014Q3 202339
BENNICAS & ASSOCIATES, INC. 39390.88%1.44%1.82%Q2 2013Q4 202239
HighTower Advisors, LLC 38380.00%0.01%0.03%Q2 2014Q3 202339
Tower Research Capital LLC (TRC) 14110.00%0.01%0.03%Q3 2013Q3 202339
AQR Capital Management 3010.00%0.03%0.16%Q4 2012Q3 202339
South Dakota Investment Council 37370.01%0.04%0.10%Q3 2014Q3 202337
RAYMOND JAMES & ASSOCIATES 3160.00%0.00%0.01%Q2 2013Q3 202337
Janney Montgomery Scott LLC 2930.00%0.01%0.04%Q2 2013Q2 202337
THRIVENT FINANCIAL FOR LUTHERANS 3610.00%0.00%0.01%Q4 2013Q2 202337
Renaissance Technologies 2520.00%0.02%0.06%Q1 2014Q3 202337
Board of Trustees of The Leland Stanford Junior University 3610.01%0.05%0.24%Q4 2013Q2 202337
FMR LLC 26100.00%0.00%0.01%Q2 2013Q3 202336
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.01%0.01%0.02%Q2 2013Q1 202236
TCI Wealth Advisors, Inc. 36360.00%0.00%0.02%Q2 2014Q1 202336
American National Registered Investment Advisor, Inc. 36360.11%0.22%0.31%Q2 2013Q1 202236
GUGGENHEIM CAPITAL LLC 3150.00%0.01%0.03%Q2 2013Q4 202236
REILLY FINANCIAL ADVISORS, LLC 35350.01%0.01%0.02%Q2 2013Q4 202135
SEI INVESTMENTS CO 35350.00%0.01%0.02%Q4 2014Q2 202335
GLENMEDE TRUST CO NA 3020.00%0.01%0.02%Q2 2013Q2 202335
MACQUARIE GROUP LTD 35350.00%0.00%0.00%Q1 2015Q3 202335
Zurcher Kantonalbank (Zurich Cantonalbank) 35350.00%0.00%0.00%Q1 2015Q3 202335
METROPOLITAN LIFE INSURANCE CO/NY 35350.01%0.02%0.03%Q2 2013Q4 202135
Cambridge Investment Research Advisors, Inc. 34340.00%0.01%0.02%Q2 2015Q3 202334
AMALGAMATED BANK 34340.00%0.02%0.04%Q2 2015Q3 202334
TEACHER RETIREMENT SYSTEM OF TEXAS 22120.00%0.00%0.01%Q2 2013Q2 202334
MILLENNIUM MANAGEMENT LLC 1910.00%0.01%0.04%Q2 2013Q3 202334
Baird Financial Group, Inc. 34340.00%0.01%0.02%Q2 2015Q3 202334
Advisors Asset Management, Inc. 19150.00%0.10%0.56%Q2 2013Q3 202334
Raymond James Financial Services Advisors, Inc. 3310.00%0.00%0.01%Q2 2013Q3 202334
Nuveen Asset Management, LLC 18160.00%0.00%0.01%Q2 2013Q3 202334
Tradewinds Capital Management, LLC 34340.01%0.03%0.04%Q4 2013Q1 202234
Gemmer Asset Management LLC 33330.00%0.00%0.00%Q1 2014Q1 202233
QUADRANT CAPITAL GROUP LLC 20130.00%0.01%0.02%Q2 2015Q3 202333
Versant Capital Management, Inc 33330.00%0.00%0.01%Q4 2015Q4 202333
FRANKLIN RESOURCES INC 2580.00%0.01%0.03%Q2 2013Q3 202333
Oakworth Capital, Inc. 2760.00%0.01%0.02%Q4 2013Q2 202333
GATEWAY INVESTMENT ADVISERS LLC 32320.01%0.02%0.06%Q2 2013Q1 202132
ENVESTNET ASSET MANAGEMENT INC 2040.00%0.00%0.00%Q2 2013Q3 202332
TWO SIGMA ADVISERS, LP 3110.00%0.02%0.06%Q1 2015Q3 202332
Hudock, Inc. 32320.00%0.01%0.03%Q2 2013Q1 202132
MUFG Americas Holdings Corp 2910.00%0.00%0.01%Q2 2012Q3 202231
Chesley Taft & Associates LLC 2720.01%0.02%0.03%Q4 2014Q2 202331
Geneos Wealth Management Inc. 31310.00%0.01%0.01%Q1 2016Q3 202331
IFP Advisors, Inc 17140.00%0.01%0.02%Q4 2015Q3 202331
Aperio Group, LLC 31310.00%0.02%0.06%Q2 2013Q4 202031
MASON STREET ADVISORS, LLC 31310.01%0.04%0.06%Q2 2013Q4 202031
ACADIAN ASSET MANAGEMENT LLC 2820.00%0.13%0.50%Q3 2013Q2 202330
NTV ASSET MANAGEMENT LLC 1420.04%0.06%0.08%Q4 2014Q2 202330
North Star Investment Management Corp. 17130.00%0.00%0.00%Q1 2016Q3 202330
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 30300.01%0.02%0.03%Q1 2016Q2 202330
OPTIMUM INVESTMENT ADVISORS 2270.00%0.01%0.01%Q3 2013Q2 202329
D. E. Shaw & Co., Inc. 1920.00%0.00%0.02%Q2 2013Q3 202329
SIGNATUREFD, LLC 2320.00%0.00%0.00%Q2 2013Q3 202329
State of Alaska, Department of Revenue 29290.00%0.01%0.04%Q3 2016Q3 202329
Allworth Financial LP 29290.00%0.01%0.01%Q3 2016Q3 202329
Russell Investments Group, Ltd. 28280.00%0.02%0.06%Q4 2016Q3 202328
Sargent Bickham Lagudis LLC 28280.00%0.00%0.00%Q1 2016Q4 202228
MARTINGALE ASSET MANAGEMENT L P 28280.01%0.21%0.42%Q3 2016Q2 202328
FARMERS & MERCHANTS INVESTMENTS INC 28280.02%0.05%0.16%Q3 2016Q2 202328
First Allied Advisory Services, Inc. 2420.01%0.01%0.02%Q2 2013Q3 202028
Parallel Advisors, LLC 28280.01%0.05%0.08%Q4 2016Q3 202328
State of New Jersey Common Pension Fund D 2120.01%0.02%0.14%Q2 2014Q3 202327
Global Retirement Partners, LLC 2070.00%0.00%0.01%Q4 2016Q3 202327
BANQUE PICTET & CIE SA 27270.02%0.04%0.07%Q1 2016Q3 202227
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 27270.04%0.06%0.08%Q2 2013Q4 201927
DUNCKER STREETT & CO INC 2520.01%0.01%0.01%Q2 2013Q1 202027
LOS ANGELES CAPITAL MANAGEMENT LLC 1920.01%0.04%0.14%Q2 2013Q2 202327
Bartlett & Co. LLC 2610.00%0.01%0.01%Q2 2013Q1 202027
Pictet North America Advisors SA 27270.20%0.33%0.62%Q1 2016Q3 202227
NEXT Financial Group, Inc 1460.00%0.01%0.02%Q2 2014Q4 202127
Squarepoint Ops LLC 1810.00%0.02%0.11%Q3 2016Q3 202327
JACOBS LEVY EQUITY MANAGEMENT, INC 1810.00%0.05%0.12%Q1 2014Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.02%0.04%Q2 2013Q4 201927
Private Advisor Group, LLC 1310.00%0.01%0.02%Q4 2014Q2 202326
Clearstead Trust, LLC 26260.04%0.28%0.44%Q4 2016Q1 202326
Municipal Employees' Retirement System of Michigan 2060.03%0.06%0.08%Q3 2013Q1 202026
Crossmark Global Holdings, Inc. 2410.01%0.01%0.01%Q3 2016Q2 202325
Westside Investment Management, Inc. 1510.00%0.01%0.03%Q4 2016Q3 202325
Robeco Institutional Asset Management B.V. 2320.00%0.08%0.24%Q1 2017Q2 202325
EARNEST PARTNERS LLC 2410.00%0.00%0.00%Q4 2016Q3 202325
Founders Capital Management 13120.00%0.00%0.01%Q1 2017Q3 202325
Allianz Asset Management GmbH 25250.00%0.01%0.03%Q3 2017Q3 202325
Smithfield Trust Co 24240.00%0.00%0.00%Q4 2017Q3 202324
WINTON GROUP Ltd 2210.01%0.22%0.58%Q4 2016Q2 202324
MetLife Investment Management, LLC 24240.00%0.02%0.04%Q4 2017Q3 202324
TIAA CREF INVESTMENT MANAGEMENT LLC 24240.00%0.00%0.01%Q2 2013Q1 201924
Centerpoint Advisors, LLC 24240.01%0.03%0.05%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.00%0.02%0.03%Q4 2017Q3 202324
JANUS HENDERSON GROUP PLC 14100.00%0.00%0.01%Q2 2017Q3 202324
AMERICAN CENTURY COMPANIES INC 1240.00%0.00%0.02%Q4 2016Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
TEACHERS ADVISORS, LLC 24240.00%0.01%0.01%Q2 2013Q1 201924
WELLINGTON MANAGEMENT GROUP LLP 2210.00%0.00%0.00%Q1 2017Q2 202323
CWM, LLC 1580.00%0.00%0.00%Q4 2017Q3 202323
HSBC HOLDINGS PLC 910.00%0.00%0.00%Q1 2015Q2 202323
Pacer Advisors, Inc. 1010.00%0.04%0.08%Q2 2016Q3 202323
GSB Wealth Management, LLC 1520.07%1.04%2.05%Q4 2016Q1 202323
CADINHA & CO LLC 1110.03%0.05%0.06%Q3 2013Q2 202323
Advisory Services Network, LLC 1310.00%0.02%0.13%Q1 2014Q3 202323
LS Investment Advisors, LLC 2120.01%0.01%0.02%Q2 2015Q1 202123
Sonora Investment Management, LLC 23230.00%0.00%0.00%Q1 2016Q3 202123
American Investment Services, Inc. 23230.22%0.48%0.79%Q2 2013Q4 201823
Treasurer of the State of North Carolina 23230.01%0.01%0.02%Q1 2018Q3 202323
Gradient Investments LLC 2030.00%0.00%0.00%Q4 2016Q3 202323
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 23230.03%0.04%0.07%Q4 2017Q2 202323
ENTERPRISE FINANCIAL SERVICES CORP 1940.00%0.00%0.01%Q2 2013Q2 202123
HANCOCK WHITNEY CORP 22220.02%0.04%0.07%Q3 2014Q4 201922
PRUDENTIAL PLC 2110.00%0.01%0.02%Q4 2017Q2 202322
Regal Wealth Group, Inc. 22220.02%0.03%0.05%Q4 2015Q1 202122
CAPTRUST FINANCIAL ADVISORS 1570.00%0.00%0.00%Q1 2018Q3 202322
Johnson Financial Group, Inc. 22220.01%0.01%0.01%Q4 2017Q1 202322
Liberty Mutual Group Asset Management Inc. 22220.02%0.04%0.08%Q2 2013Q3 201822
QS Investors, LLC 1930.00%0.01%0.02%Q4 2015Q2 202122
Tortoise Investment Management, LLC 22220.00%0.03%0.05%Q2 2018Q3 202322
STRS OHIO 920.00%0.03%0.20%Q2 2013Q2 202321
MOTCO 21210.00%0.00%0.00%Q1 2015Q1 202021
ARROW FINANCIAL CORP 21210.00%0.01%0.02%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.01%Q3 2018Q3 202321
AMP Capital Investors Ltd 1920.00%0.01%0.02%Q2 2016Q4 202121
Hillsdale Investment Management Inc. 21210.00%0.00%0.00%Q4 2015Q4 202021
RATIONAL ADVISORS LLC 1310.08%0.16%0.36%Q1 2009Q2 201621
BerganKDV Wealth Management, LLC 21210.00%0.00%0.01%Q2 2018Q2 202321
VIRGINIA RETIREMENT SYSTEMS ET AL 1650.00%0.01%0.03%Q1 2017Q3 202321
JANE STREET GROUP, LLC 910.00%0.00%0.01%Q2 2014Q3 202321
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1410.00%0.03%0.08%Q4 2016Q3 202320
PEAK6 Group LLC 410.00%0.00%0.01%Q3 2013Q1 201820
American Portfolios Advisors 20200.00%0.01%0.01%Q4 2017Q3 202220
NJ State Employees Deferred Compensation Plan 20200.05%0.06%0.10%Q3 2018Q2 202320
BESSEMER GROUP INC 810.00%0.01%0.06%Q2 2013Q3 202320
Holocene Advisors, LP 1810.01%0.02%0.03%Q4 2017Q3 202320
Rice Partnership, LLC 20200.09%0.39%0.93%Q3 2018Q2 202320
VAN ECK ASSOCIATES CORP 1640.00%0.00%0.00%Q2 2016Q3 202320
SYSTEMATIC FINANCIAL MANAGEMENT LP 950.01%0.03%0.05%Q2 2013Q2 202020
AGF Investments LLC 1270.00%0.05%0.15%Q4 2016Q4 202119
Evercore Wealth Management, LLC 19190.00%0.00%0.00%Q2 2013Q4 201719
Cubist Systematic Strategies, LLC 1210.00%0.02%0.06%Q2 2014Q3 202319
TD ASSET MANAGEMENT INC 19190.00%0.00%0.01%Q1 2018Q3 202219
Telos Capital Management, Inc. 19190.05%0.07%0.10%Q4 2018Q2 202319
ASSETMARK, INC 910.00%0.00%0.02%Q4 2015Q3 202319
Lindbrook Capital, LLC 19190.00%0.00%0.00%Q4 2018Q2 202319
State of Tennessee, Treasury Department 810.00%0.01%0.03%Q2 2014Q2 202319
TUDOR INVESTMENT CORP ET AL 810.00%0.02%0.06%Q2 2013Q2 202319
CULLEN/FROST BANKERS, INC. 19190.00%0.00%0.01%Q1 2019Q3 202319
Weaver C. Barksdale & Associates, Inc. 19190.01%0.01%0.02%Q2 2013Q4 201719
Parkside Financial Bank & Trust 1350.00%0.00%0.00%Q1 2019Q3 202318
FIRST QUADRANT LLC/CA 1710.00%0.09%0.32%Q2 2016Q4 202018
NORDEA INVESTMENT MANAGEMENT AB 1080.05%0.15%0.27%Q4 2017Q2 202318
Commonwealth Equity Services, Inc 18180.01%0.01%0.02%Q2 2013Q3 201718
World Asset Management Inc 840.01%0.01%0.01%Q2 2013Q4 201918
AE Wealth Management LLC 18180.00%0.01%0.02%Q2 2019Q3 202318
Mitsubishi UFJ Trust & Banking Corp 1350.00%0.00%0.00%Q1 2019Q3 202318
Sowell Financial Services LLC 1610.02%0.03%0.08%Q3 2018Q2 202318
HM PAYSON & CO 18180.00%0.00%0.00%Q2 2019Q3 202318
Barrett Asset Management, LLC 18180.00%0.00%0.00%Q3 2017Q4 202118
Nationwide Fund Advisors 18180.02%0.02%0.03%Q2 2013Q3 201718
Mirae Asset Global Investments Co., Ltd. 17170.01%0.03%0.06%Q4 2018Q4 202217
TWO SIGMA INVESTMENTS, LP 810.00%0.02%0.08%Q1 2015Q3 202317
MACKENZIE FINANCIAL CORP 1430.00%0.00%0.01%Q3 2017Q2 202317
BALYASNY ASSET MANAGEMENT L.P. 410.00%0.02%0.11%Q3 2016Q2 202317
Asset Management One Co., Ltd. 17170.00%0.00%0.02%Q1 2017Q1 202117
RIVERHEAD CAPITAL MANAGEMENT LLC 17170.00%0.04%0.10%Q3 2015Q3 201917
VICTORY CAPITAL MANAGEMENT INC 17170.00%0.00%0.00%Q3 2019Q3 202317
BOKF, NA 920.01%0.07%0.16%Q2 2014Q2 202317
CAPSTONE ASSET MANAGEMENT CO 17170.01%0.01%0.01%Q2 2013Q2 201717
Vident Investment Advisory, LLC 1250.01%0.05%0.15%Q3 2017Q3 202217
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1410.00%0.00%0.00%Q2 2013Q3 202117
PEAK6 Investments LLC 410.00%0.00%0.00%Q4 2020Q4 202217
Steward Partners Investment Advisory, LLC 1210.00%0.00%0.00%Q4 2017Q3 202317
Quantbot Technologies LP 510.00%0.04%0.07%Q1 2014Q3 202316
CORNERCAP INVESTMENT COUNSEL INC 1110.06%0.16%0.24%Q3 2017Q3 202316
Man Group plc 1110.00%0.02%0.10%Q1 2018Q3 202316
Engineers Gate Manager LP 610.01%0.06%0.19%Q4 2014Q3 202316
Sutton Wealth Advisors Inc. 1010.00%0.01%0.03%Q1 2016Q4 202216
Ensign Peak Advisors, Inc 16160.00%0.01%0.02%Q4 2019Q3 202316
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
BLACKROCK ADVISORS LLC 15150.00%0.01%0.03%Q2 2013Q4 201615
OppenheimerFunds, Inc. 1410.00%0.00%0.01%Q1 2013Q1 201915
SUNTRUST BANKS INC 640.00%0.00%0.00%Q2 2013Q3 201915
EXCHANGE TRADED CONCEPTS, LLC 15150.01%0.02%0.05%Q2 2020Q4 202315
BlackRock Investment Management, LLC 15150.01%0.01%0.02%Q2 2013Q4 201615
M&T BANK CORP 870.00%0.00%0.00%Q2 2013Q2 202015
PATRIZIA Pty Ltd 1235.11%7.47%8.70%Q4 2017Q2 202315
OFI Advisors LLC 1140.03%0.05%0.06%Q3 2011Q3 201515
BlackRock Fund Advisors 15150.02%0.02%0.03%Q2 2013Q4 201615
Advisor Group, Inc. 15150.01%0.02%0.03%Q2 2016Q4 201915
BlackRock Institutional Trust Company, N.A. 15150.01%0.01%0.02%Q2 2013Q4 201615
Cribstone Capital Management, LLC 15150.01%0.01%0.02%Q2 2016Q4 201915
IBM Retirement Fund 15150.01%0.01%0.02%Q2 2013Q4 201615
FUKOKU MUTUAL LIFE INSURANCE Co 1410.02%0.02%0.06%Q2 2017Q4 202115
MERCER GLOBAL ADVISORS INC /ADV 1120.00%0.00%0.01%Q1 2019Q2 202315
BlackRock Group LTD 15150.00%0.00%0.00%Q2 2013Q4 201615
Sumitomo Mitsui Trust Holdings, Inc. 15150.00%0.00%0.00%Q2 2019Q4 202215
Cedar Mountain Advisors, LLC 15150.02%0.02%0.03%Q4 2019Q2 202315
CENTRAL TRUST Co 1310.00%0.00%0.00%Q2 2014Q3 202314
MSI Financial Services Inc 1310.00%0.01%0.02%Q2 2013Q4 201614
Mosaic Family Wealth, LLC 14140.01%0.01%0.01%Q4 2015Q1 201914
J.W. COLE ADVISORS, INC. 1310.04%0.05%0.09%Q4 2019Q2 202314
Neuberger Berman Group LLC 1040.00%0.00%0.00%Q4 2017Q2 202314
HUSSMAN STRATEGIC ADVISORS, INC. 14140.00%0.04%0.09%Q2 2020Q3 202314
Proficio Capital Partners LLC 14140.00%0.01%0.04%Q1 2016Q2 201914
TRUIST FINANCIAL CORP 1310.00%0.00%0.00%Q4 2019Q3 202314
Bogart Wealth, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
A.R.T. Advisors, LLC 710.01%0.03%0.06%Q2 2014Q4 201914
ANALYTIC INVESTORS, LLC 14140.09%0.11%0.17%Q2 2013Q3 201614
OMERS ADMINISTRATION Corp 14140.02%0.29%0.79%Q4 2014Q1 201814
Cutler Group LLC / CA 510.00%0.01%0.02%Q4 2015Q3 202314
6 Meridian 1040.02%0.04%0.06%Q4 2017Q4 202114
RNC CAPITAL MANAGEMENT LLC 14140.02%0.03%0.04%Q4 2014Q1 201814
Evanson Asset Management, LLC 1310.03%0.06%0.09%Q1 2017Q3 202314
Sepio Capital, LP 610.02%0.02%0.03%Q4 2018Q2 202314
MEEDER ASSET MANAGEMENT INC 1030.00%0.00%0.01%Q2 2019Q3 202213
O'Shares Investment Advisers, LLC 760.02%0.04%0.06%Q4 2018Q1 202213
Paloma Partners Management Co 610.00%0.01%0.04%Q3 2015Q4 202013
DUPONT CAPITAL MANAGEMENT CORP 760.01%0.03%0.08%Q1 2019Q2 202213
Hexagon Capital Partners LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
BOOTHBAY FUND MANAGEMENT, LLC 510.00%0.08%0.31%Q4 2015Q3 202313
Barnett & Company, Inc. 760.01%0.81%2.22%Q2 2013Q2 201713
CI INVESTMENTS INC. 13130.00%0.00%0.00%Q3 2020Q3 202313
Boston Trust Walden Corp 13130.14%0.18%0.21%Q3 2017Q3 202013
UNITED SERVICES AUTOMOBILE ASSOCIATION 1030.00%0.01%0.01%Q1 2017Q4 202213
Bell Rock Capital LLC 13130.01%0.01%0.01%Q4 2016Q4 201913
XPONANCE, INC. 13130.01%0.01%0.01%Q2 2020Q2 202313
Qube Research & Technologies Ltd 320.00%0.02%0.05%Q2 2018Q3 202313
ZACKS INVESTMENT MANAGEMENT 1210.01%0.10%0.13%Q4 2014Q3 202013
MASSMUTUAL TRUST CO FSB/ADV 810.00%0.00%0.01%Q4 2017Q4 202313
Schonfeld Strategic Advisors LLC 430.00%0.01%0.03%Q4 2019Q3 202313
Neuburgh Advisers LLC 12120.02%0.06%0.11%Q4 2016Q3 201912
Capital Analysts, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 310.00%0.01%0.02%Q1 2017Q3 202312
LAZARD ASSET MANAGEMENT LLC 1010.00%0.00%0.00%Q4 2019Q2 202312
HRT FINANCIAL LP 810.00%0.02%0.07%Q3 2019Q3 202312
Asset Dedication, LLC 1110.00%0.00%0.01%Q4 2015Q2 202012
Jefferies Group LLC 310.00%0.00%0.01%Q2 2013Q3 202112
RUSSELL FRANK CO/ 12120.00%0.01%0.02%Q2 2013Q1 201612
Tyers Asset Management LLC 12120.02%0.04%0.07%Q4 2016Q3 201912
OPPENHEIMER & CO INC 1110.01%0.01%0.01%Q4 2014Q3 202312
Berman Capital Advisors, LLC 12120.00%0.00%0.01%Q4 2018Q3 202112
Flinton Capital Management LLC 12120.02%0.05%0.09%Q4 2016Q3 201912
Glen Harbor Capital Management LLC 12120.01%0.02%0.03%Q4 2016Q3 201912
Formidable Asset Management, LLC 1110.00%0.04%0.40%Q3 2013Q1 201912
Private Capital Group, LLC 12120.01%0.01%0.01%Q1 2018Q4 202012
ALPINE WOODS CAPITAL INVESTORS, LLC 660.01%0.04%0.07%Q2 2013Q4 201612
DC Investments Management, LLC 11110.11%0.41%0.72%Q4 2017Q2 202011
FIRST MANHATTAN CO. LLC. 11110.00%0.00%0.01%Q2 2013Q4 201511
Parkwood LLC 11110.04%0.06%0.10%Q4 2014Q2 201711
Versor Investments LP 910.01%0.06%0.12%Q4 2019Q3 202311
Virtu KCG Holdings LLC 510.00%0.01%0.02%Q3 2013Q1 201711
First Pacific Financial 11110.22%0.27%0.31%Q4 2020Q2 202311
JOHN G ULLMAN & ASSOCIATES INC 11111.06%1.47%1.91%Q4 2020Q2 202311
UBS AG 660.00%0.00%0.00%Q2 2013Q3 201411
Rockefeller Capital Management L.P. 710.00%0.00%0.00%Q1 2019Q4 202211
RPG Investment Advisory, LLC 11110.86%1.09%1.34%Q4 2015Q2 201811
Ameritas Investment Company, LLC 11110.01%0.06%0.14%Q1 2019Q3 202111
Integre Asset Management, LLC 830.12%0.17%0.28%Q3 2016Q4 201911
BDO Wealth Advisors, LLC 11110.00%0.00%0.01%Q1 2020Q3 202211
Point72 Hong Kong Ltd 310.00%0.05%0.22%Q4 2014Q2 202211
LifePlan Financial Group, Inc 11110.00%0.01%0.01%Q1 2018Q3 202011
NAPLES GLOBAL ADVISORS, LLC 11110.24%0.35%0.50%Q2 2014Q4 201611
SIMPLEX TRADING, LLC 410.00%0.00%0.00%Q1 2015Q4 202111
TFC Financial Management, Inc. 11110.02%0.03%0.04%Q3 2020Q1 202311
GSA CAPITAL PARTNERS LLP 310.01%0.06%0.18%Q1 2014Q4 202111
Elite Wealth Management, Inc. 920.01%0.31%0.88%Q3 2012Q2 202011
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 920.01%0.04%0.06%Q4 2020Q3 202311
Cetera Investment Advisers 740.00%0.01%0.01%Q4 2020Q3 202311
Certified Advisory Corp 11110.01%0.01%0.01%Q4 2017Q2 202011
TOMPKINS FINANCIAL CORP 820.00%0.01%0.01%Q4 2020Q2 202310
Altshuler Shaham Ltd 10100.00%0.00%0.01%Q4 2017Q1 202010
Mine & Arao Wealth Creation & Management, LLC. 10100.02%0.03%0.03%Q1 2021Q2 202310
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 10100.03%0.05%0.07%Q1 2021Q2 202310
JANUS HENDERSON INVESTORS US LLC 10100.00%0.00%0.01%Q4 2014Q1 201710
Tarbox Family Office, Inc. 730.00%0.00%0.00%Q4 2013Q4 202010
CITY NATIONAL BANK 10100.02%0.13%0.18%Q2 2013Q3 201510
BENJAMIN F. EDWARDS & COMPANY, INC. 510.00%0.00%0.00%Q3 2013Q1 201910
HARBOUR INVESTMENTS, INC. 640.00%0.01%0.01%Q1 2021Q3 202310
DENALI ADVISORS LLC 820.00%0.04%0.27%Q1 2020Q2 202310
Absolute Return Capital, LLC 10100.02%0.07%0.12%Q2 2013Q3 201510
SYNOVUS FINANCIAL CORP 910.00%0.01%0.01%Q2 2013Q2 202010
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 10100.01%0.01%0.01%Q3 2017Q4 201910
Bruderman Asset Management, LLC 10100.07%0.14%0.27%Q1 2015Q2 201710
Accel Wealth Management 10100.01%0.01%0.01%Q4 2020Q1 202310
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 730.02%0.10%0.26%Q1 2018Q1 202310
Twin Lakes Capital Management, LLC 550.01%0.04%0.05%Q1 2021Q3 202310
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.01%0.02%Q2 2018Q3 202010
Patriot Financial Group Insurance Agency, LLC 820.00%0.00%0.02%Q4 2017Q3 202010
VOLORIDGE INVESTMENT MANAGEMENT, LLC 710.00%0.02%0.03%Q3 2019Q2 202310
WealthTrust-Arizona, LLC 10100.00%0.00%0.00%Q3 2016Q4 201810
Candriam S.C.A. 420.00%0.02%0.06%Q4 2016Q3 201910
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 910.00%0.01%0.03%Q1 2020Q2 202310
Fiduciary Trust Co International of Pennsylvania 710.01%0.01%0.01%Q4 2014Q1 202010
KEYBANK NATIONAL ASSOCIATION/OH 640.00%0.00%0.00%Q4 2014Q1 202310
PRELUDE CAPITAL MANAGEMENT, LLC 210.00%0.06%0.28%Q1 2013Q3 202310
Chicago Partners Investment Group LLC 10100.01%0.02%0.02%Q1 2021Q2 202310
Kestra Advisory Services, LLC 550.00%0.00%0.01%Q4 2020Q2 202310
Assenagon Asset Management S.A. 410.00%0.01%0.02%Q3 2018Q2 202310
NATIONAL PLANNING CORP 990.02%0.04%0.09%Q2 2013Q2 20159
REGIONS FINANCIAL CORP 630.00%0.00%0.01%Q2 2013Q1 20199
Dynamic Technology Lab Private Ltd 210.09%0.28%0.76%Q4 2011Q2 20239
CREDIT AGRICOLE S A 420.00%0.00%0.00%Q2 2013Q3 20179
ONTARIO TEACHERS PENSION PLAN BOARD 990.01%0.04%0.10%Q2 2021Q2 20239
Wealthspire Advisors, L.P. 990.00%0.00%0.00%Q1 2017Q1 20199
Spire Wealth Management 630.00%0.00%0.00%Q1 2021Q3 20239
Bell Bank 540.66%0.83%0.88%Q2 2013Q3 20159
SUMITOMO LIFE INSURANCE CO 990.07%0.07%0.08%Q1 2015Q1 20179
APG Asset Management N.V. 630.00%0.01%0.01%Q1 2014Q3 20209
GW HENSSLER & ASSOCIATES LTD 540.02%0.02%0.02%Q2 2020Q2 20239
Inspire Investing, LLC 810.03%0.03%0.05%Q4 2017Q2 20239
AJO, LP 610.00%0.02%0.04%Q2 2013Q4 20199
Point72 Asset Management, L.P. 710.00%0.02%0.04%Q2 2019Q3 20239
Walleye Trading LLC 310.00%0.00%0.00%Q2 2014Q3 20239
Kiwi Wealth Investments Limited Partnership 720.02%0.25%0.84%Q1 2016Q4 20219
KANALY TRUST CO 990.00%0.00%0.00%Q4 2014Q4 20169
PineBridge Investments, L.P. 410.00%0.04%0.12%Q2 2013Q3 20229
CANADA PENSION PLAN INVESTMENT BOARD 810.00%0.00%0.00%Q1 2013Q2 20209
NOMURA ASSET MANAGEMENT CO LTD 710.00%0.00%0.00%Q2 2016Q3 20239
Maryland State Retirement & Pension System 630.01%0.01%0.01%Q1 2021Q2 20239
American Assets Investment Management, LLC 990.10%0.30%0.36%Q3 2021Q3 20239
CAPITAL GUARDIAN TRUST CO 990.00%0.00%0.00%Q1 2015Q1 20179
Quadrature Capital Ltd 210.01%0.04%0.11%Q3 2018Q3 20239
DekaBank Deutsche Girozentrale 440.00%0.00%0.00%Q2 2021Q2 20238
ArrowMark Colorado Holdings LLC 510.00%0.38%0.62%Q3 2013Q2 20238
WOLVERINE ASSET MANAGEMENT LLC 610.00%0.06%0.13%Q2 2014Q2 20168
Granite Investment Partners, LLC 530.08%0.15%0.24%Q4 2018Q4 20228
Bell Investment Advisors, Inc 620.00%0.00%0.00%Q3 2021Q3 20238
AQR Arbitrage LLC 710.02%0.81%1.57%Q1 2015Q4 20208
Gotham Asset Management, LLC 880.00%0.02%0.06%Q4 2021Q3 20238
PDT Partners, LLC 320.02%0.04%0.08%Q1 2014Q3 20238
TWIN CAPITAL MANAGEMENT INC 880.18%0.24%0.32%Q2 2018Q1 20208
AXA S.A. 320.00%0.00%0.01%Q2 2014Q1 20228
BAIRD ROBERT W & CO INC /WI/ 880.00%0.00%0.01%Q2 2013Q1 20158
HARVEST GROUP WEALTH MANAGEMENT, LLC 880.00%0.00%0.00%Q1 2019Q4 20208
HABERER REGISTERED INVESTMENT ADVISOR INC 880.00%0.00%0.01%Q2 2013Q1 20158
Rehmann Capital Advisory Group 710.01%0.01%0.03%Q1 2018Q3 20228
Vanguard Personalized Indexing Management, LLC 530.00%0.06%0.24%Q1 2020Q3 20238
Cetera Advisor Networks LLC 710.00%0.05%0.11%Q4 2013Q2 20208
Capital Advisors, Ltd. LLC 880.00%0.00%0.00%Q4 2021Q3 20238
BOSTON PRIVATE BANK & TRUST CO 880.00%0.00%0.00%Q2 2013Q1 20158
Neuberger Berman Canada ULC 410.05%0.09%0.14%Q1 2014Q3 20178
ExodusPoint Capital Management, LP 420.00%0.01%0.04%Q1 2020Q3 20228
Riggs Asset Managment Co. Inc. 880.00%0.00%0.00%Q3 2014Q2 20168
PICTET ASSET MANAGEMENT SA 880.00%0.00%0.00%Q3 2021Q2 20238
Summit Global Investments 420.03%0.07%0.12%Q3 2017Q2 20238
ValueAct Holdings 880.42%0.92%2.01%Q3 2018Q2 20208
First Affirmative Financial Network 880.23%0.29%0.32%Q3 2021Q2 20238
Alberta Investment Management Corp 710.00%0.01%0.02%Q2 2018Q2 20238
OCCUDO QUANTITATIVE STRATEGIES LP 880.06%0.18%0.33%Q4 2020Q3 20228
Global Trust Asset Management, LLC 880.01%0.01%0.01%Q2 2018Q1 20208
City State Bank 880.00%0.01%0.01%Q4 2021Q3 20238
TSFG, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Baron Financial Group, LLC 880.01%0.02%0.02%Q3 2020Q2 20228
Covestor Ltd 880.04%0.09%0.14%Q4 2021Q3 20238
Redpoint Investment Management Pty Ltd 420.03%0.04%0.08%Q4 2017Q3 20208
Joseph P. Lucia & Associates, LLC 620.00%0.01%0.01%Q1 2019Q1 20218
ALPHASIMPLEX GROUP, LLC 440.12%0.17%0.23%Q1 2019Q2 20218
Moisand Fitzgerald Tamayo, LLC 610.00%0.00%0.01%Q4 2021Q3 20237
EATON VANCE MANAGEMENT 770.00%0.00%0.00%Q1 2021Q3 20227
Clear Harbor Asset Management, LLC 770.04%0.08%0.11%Q3 2019Q1 20217
MANAGED ACCOUNT ADVISORS LLC 770.00%0.01%0.01%Q2 2013Q4 20147
Integrated Wealth Management 770.02%0.03%0.03%Q1 2015Q3 20167
First Horizon Advisors, Inc. 770.02%0.06%0.12%Q3 2013Q1 20157
CSS LLC/IL 510.01%0.01%0.02%Q4 2014Q2 20197
Virtus Fund Advisers, LLC 770.00%0.00%0.00%Q2 2014Q4 20157
First Bank & Trust 770.02%0.02%0.03%Q4 2020Q2 20227
Quantinno Capital Management LP 770.02%0.04%0.06%Q4 2021Q2 20237
NATIXIS 310.00%0.00%0.01%Q1 2017Q2 20237
FORSTA AP-FONDEN 770.04%0.05%0.05%Q1 2018Q3 20197
Bank of New Hampshire 770.00%0.01%0.01%Q1 2022Q3 20237
Alaska Permanent Fund Corp 520.00%0.09%0.24%Q4 2021Q3 20237
Dynamic Advisor Solutions LLC 210.19%1.27%2.25%Q4 2013Q1 20177
Wealth Advisory Solutions, LLC 430.00%0.35%0.56%Q1 2021Q4 20227
Covington Capital Management 510.00%0.00%0.00%Q4 2019Q3 20227
NumerixS Investment Technologies Inc 310.00%0.02%0.07%Q2 2016Q2 20207
NOMURA HOLDINGS INC 210.00%0.00%0.01%Q4 2012Q1 20217
Mariner, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
BANK OF NOVA SCOTIA 510.00%0.00%0.02%Q4 2015Q1 20227
Allspring Global Investments Holdings, LLC 770.08%0.09%0.11%Q4 2021Q2 20237
Fieldpoint Private Securities, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
Charter Oak Capital Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
GREAT LAKES ADVISORS, LLC 770.08%0.13%0.16%Q3 2018Q1 20207
JFS WEALTH ADVISORS, LLC 770.00%0.00%0.00%Q4 2021Q2 20237
Penserra Capital Management LLC 430.00%0.00%0.00%Q1 2016Q1 20207
ALGERT GLOBAL LLC 770.03%0.10%0.14%Q1 2022Q3 20237
MANCHESTER FINANCIAL INC 610.01%0.01%0.02%Q2 2019Q1 20217
Revolve Wealth Partners, LLC 770.06%0.08%0.09%Q4 2021Q2 20237
Strengthening Families & Communities, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
AlphaCrest Capital Management LLC 510.01%0.04%0.09%Q4 2019Q3 20227
Convergence Investment Partners, LLC 320.07%0.35%0.62%Q4 2013Q3 20197
TOCQUEVILLE ASSET MANAGEMENT L.P. 770.01%0.02%0.02%Q2 2013Q4 20147
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 770.05%1.04%1.39%Q2 2013Q4 20147
Verition Fund Management LLC 210.00%0.05%0.11%Q1 2016Q2 20237
Teza Capital Management LLC 320.05%0.08%0.14%Q4 2020Q2 20237
YOUSIF CAPITAL MANAGEMENT, LLC 770.02%0.03%0.03%Q4 2021Q2 20237
Financial Gravity Asset Management, Inc. 430.00%0.01%0.04%Q1 2018Q4 20197
Savior LLC 770.00%0.00%0.00%Q4 2019Q2 20217
LUMINUS MANAGEMENT LLC 410.04%0.21%0.68%Q2 2013Q2 20177
SeaCrest Wealth Management, LLC 610.01%0.01%0.01%Q4 2017Q2 20227
INVERNESS COUNSEL LLC /NY/ 510.02%0.02%0.02%Q4 2013Q4 20156
CSat Investment Advisory, L.P. 660.00%0.00%0.00%Q2 2019Q3 20206
Beck Bode, LLC 510.00%1.96%3.39%Q3 2020Q1 20226
GAMBLE JONES INVESTMENT COUNSEL 510.01%0.02%0.02%Q4 2018Q3 20226
Itau Unibanco Holding S.A. 310.00%0.01%0.02%Q1 2017Q4 20196
HERMES INVESTMENT MANAGEMENT LTD 660.34%0.45%0.54%Q2 2013Q3 20146
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Ironwood Financial, llc 660.00%0.00%0.01%Q3 2018Q4 20196
AMUNDI ASSET MANAGEMENT US, INC. 660.00%0.00%0.00%Q4 2017Q1 20196
DEPRINCE RACE & ZOLLO INC 420.18%0.41%0.62%Q4 2013Q2 20196
ROOSEVELT INVESTMENT GROUP LLC 660.03%0.03%0.03%Q2 2013Q3 20146
MACKAY SHIELDS LLC 310.00%0.01%0.02%Q1 2019Q1 20216
Employees Retirement System of Texas 310.01%0.02%0.03%Q2 2013Q1 20226
BELLEVUE ASSET MANAGEMENT, LLC 660.00%0.01%0.01%Q4 2019Q1 20216
Joel Isaacson & Co., LLC 660.01%0.01%0.01%Q4 2012Q1 20146
NEW ENGLAND SECURITIES CORP /MA/ 660.00%0.00%0.00%Q3 2013Q4 20146
WEDGE CAPITAL MANAGEMENT L L P/NC 420.00%0.01%0.04%Q3 2016Q2 20236
DUALITY ADVISERS, LP 410.04%0.11%0.28%Q4 2020Q3 20236
ETRADE Capital Management LLC 660.02%0.03%0.03%Q3 2018Q4 20196
Gladius Capital Management LP 660.00%0.00%0.00%Q2 2022Q3 20236
RAMSEY QUANTITATIVE SYSTEMS 410.24%0.40%0.60%Q3 2015Q4 20186
CARL DOMINO INC 660.17%0.19%0.20%Q2 2013Q3 20146
Atria Wealth Solutions, Inc. 660.00%0.01%0.01%Q1 2022Q2 20236
LSV ASSET MANAGEMENT 660.00%0.00%0.01%Q3 2017Q4 20186
Schubert & Co 660.00%0.00%0.00%Q4 2021Q1 20236
Ameritas Advisory Services, LLC 660.02%0.02%0.03%Q4 2021Q1 20236
IFM Investors Pty Ltd 420.00%0.01%0.01%Q1 2022Q3 20236
InterOcean Capital Group, LLC 660.01%0.01%0.01%Q1 2022Q2 20236
TLP GROUP LLC 310.00%0.08%0.22%Q3 2016Q2 20186
DUBUQUE BANK & TRUST CO 660.03%0.05%0.08%Q3 2013Q4 20146
OAKBROOK INVESTMENTS LLC 660.01%0.02%0.06%Q3 2018Q4 20196
SJS Investment Consulting Inc. 510.00%0.00%0.00%Q1 2022Q3 20236
B. Riley Wealth Advisors, Inc. 510.00%0.11%0.21%Q2 2013Q4 20146
Disciplined Investments, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
Mayflower Financial Advisors, LLC 660.03%0.03%0.04%Q4 2020Q1 20226
WASHINGTON TRUST Co 510.00%0.00%0.00%Q3 2021Q3 20236
PRIVATE TRUST CO NA 310.00%0.00%0.00%Q1 2014Q3 20236
Cornerstone Advisors, Inc. 420.00%0.00%0.01%Q1 2016Q1 20206
WEDBUSH SECURITIES INC 660.05%0.05%0.06%Q4 2018Q1 20206
Glassman Wealth Services 420.00%0.00%0.00%Q3 2019Q3 20236
Regency Capital Management Inc.\DE 660.08%0.11%0.14%Q1 2021Q2 20226
IHT Wealth Management, LLC 660.00%0.11%0.58%Q4 2016Q1 20186
Pflug Koory, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
First Trust Direct Indexing L.P. 210.00%0.03%0.06%Q4 2020Q4 20226
WHV Investments, Inc. 660.03%0.05%0.07%Q2 2013Q3 20146
AHL Partners LLP 660.08%0.14%0.24%Q3 2016Q4 20176
Electron Capital Partners, LLC 513.58%7.10%12.10%Q4 2013Q3 20166
Cipher Capital LP 210.04%0.11%0.23%Q3 2014Q2 20236
NORTHWEST INVESTMENT COUNSELORS, LLC 210.02%0.02%0.03%Q2 2017Q1 20215
Penn Capital Management Company, LLC 550.02%0.05%0.06%Q2 2022Q2 20235
Amundi 550.00%0.01%0.01%Q3 2022Q3 20235
BARRETT & COMPANY, INC. 550.00%0.02%0.03%Q3 2022Q3 20235
LOOMIS SAYLES & CO L P 410.00%0.00%0.00%Q1 2022Q2 20235
Royal Fund Management, LLC 550.00%0.00%0.00%Q1 2017Q1 20185
BlueCrest Capital Management Ltd 210.01%0.05%0.14%Q4 2015Q1 20185
ADVISOR PARTNERS LLC 310.01%0.02%0.02%Q2 2020Q2 20225
NN Investment Partners Holdings N.V. 210.00%0.00%0.01%Q1 2020Q1 20225
Y-Intercept (Hong Kong) Ltd 320.05%0.06%0.09%Q1 2022Q3 20235
AGF INVESTMENTS INC. 550.00%0.00%0.00%Q2 2020Q2 20215
PUTNAM INVESTMENTS LLC 210.00%0.00%0.00%Q3 2015Q3 20235
Richard Bernstein Advisors LLC 550.05%0.09%0.10%Q1 2019Q1 20205
Selective Wealth Management, Inc. 550.01%0.01%0.01%Q3 2021Q3 20225
OLD SECOND NATIONAL BANK OF AURORA 550.01%0.01%0.01%Q2 2013Q2 20145
AIGEN INVESTMENT MANAGEMENT, LP 310.13%0.18%0.29%Q2 2020Q3 20235
GABELLI & Co INVESTMENT ADVISERS, INC. 550.17%0.31%0.46%Q1 2015Q1 20165
Telemetry Investments, L.L.C. 550.23%0.33%0.46%Q2 2015Q2 20165
SPHINX TRADING, LP 310.09%0.31%0.41%Q1 2015Q1 20165
Valeo Financial Advisors, LLC 550.00%0.00%0.00%Q1 2020Q1 20215
Cassady Schiller Wealth Management, LLC 410.00%0.01%0.01%Q4 2021Q3 20235
MPS Loria Financial Planners, LLC 410.00%0.01%0.01%Q2 2017Q1 20215
Sterling Capital Management LLC 410.01%0.01%0.01%Q4 2016Q2 20185
LIBERTY WEALTH MANAGEMENT LLC 320.05%0.07%0.10%Q1 2022Q2 20235
Cerity Partners LLC 310.00%0.00%0.00%Q4 2021Q2 20235
Magnetar Financial LLC 210.01%0.01%0.02%Q2 2013Q2 20185
Bridgewater Associates 550.00%0.00%0.01%Q4 2021Q4 20225
PIEDMONT INVESTMENT ADVISORS INC 410.00%0.01%0.02%Q2 2018Q1 20205
LONGFELLOW INVESTMENT MANAGEMENT CO LLC 550.00%0.01%0.02%Q4 2020Q4 20215
HAMEL ASSOCIATES, INC. 550.15%0.30%0.48%Q2 2014Q2 20155
NATIXIS ADVISORS, L.P. 410.00%0.00%0.00%Q1 2022Q2 20235
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 320.00%0.00%0.00%Q4 2020Q3 20225
CLEAR INVESTMENT RESEARCH, LLC 550.00%0.00%0.00%Q3 2018Q3 20195
SouthState Corp 550.00%0.00%0.00%Q4 2021Q4 20225
CIGNA INVESTMENTS INC /NEW 550.08%0.14%0.17%Q2 2019Q2 20205
Blackstart Capital LP 551.04%2.70%4.06%Q4 2017Q4 20185
GAM Holding AG 210.01%0.01%0.02%Q2 2014Q1 20175
US FINANCIAL ADVISORS, LLC 550.00%0.00%0.00%Q4 2014Q4 20155
Centiva Capital, LP 110.01%0.02%0.04%Q2 2020Q3 20235
Oak Thistle LLC 410.22%0.54%0.92%Q4 2021Q1 20235
KLINGENSTEIN FIELDS & CO LP 210.01%0.01%0.01%Q4 2014Q4 20195
Stone Ridge Asset Management LLC 550.02%0.04%0.08%Q2 2019Q2 20205
Partnervest Advisory Services LLC 550.00%0.00%0.00%Q2 2013Q2 20145
State of Wyoming 410.01%0.03%0.06%Q1 2022Q3 20235
DARK FOREST CAPITAL MANAGEMENT LP 110.00%0.02%0.04%Q2 2021Q3 20235
Zebra Capital Management LLC 320.19%0.38%0.61%Q1 2014Q1 20175
Balentine LLC 220.00%0.01%0.02%Q4 2019Q1 20234
ADVISOR PARTNERS II, LLC 440.01%0.03%0.09%Q4 2022Q3 20234
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 440.07%1.26%2.20%Q2 2013Q1 20144
PARADIGM ASSET MANAGEMENT CO LLC 440.05%0.05%0.06%Q2 2013Q1 20144
JUPITER ASSET MANAGEMENT LTD 310.00%0.07%0.16%Q3 2021Q3 20234
Gary Goldberg Planning Services Inc 440.03%0.21%0.32%Q1 2014Q4 20144
CALDWELL SUTTER CAPITAL, INC. 440.04%0.13%0.22%Q4 2022Q3 20234
TD Waterhouse Canada Inc. 440.00%0.00%0.00%Q4 2021Q3 20224
Personal Wealth Partners 310.02%0.02%0.02%Q2 2019Q2 20214
COMMONWEALTH BANK OF AUSTRALIA 440.00%0.01%0.01%Q3 2018Q2 20194
FOX RUN MANAGEMENT, L.L.C. 220.08%0.19%0.27%Q3 2017Q1 20224
ANCHOR CAPITAL ADVISORS LLC 440.03%0.08%0.19%Q1 2014Q4 20144
ICON ADVISERS INC/CO 210.06%0.09%0.12%Q2 2013Q3 20164
CAXTON ASSOCIATES LP 210.02%0.07%0.14%Q2 2019Q3 20234
Magnus Financial Group LLC 440.03%0.03%0.04%Q2 2019Q1 20204
BARINGS LLC 440.01%0.01%0.01%Q2 2018Q1 20194
River Road Asset Management, LLC 440.00%0.04%0.09%Q3 2020Q2 20214
LEVIN CAPITAL STRATEGIES, L.P. 440.01%0.01%0.03%Q4 2013Q3 20144
Virtus Investment Advisers, Inc. 440.19%0.25%0.31%Q3 2022Q2 20234
Adams Asset Advisors, LLC 440.28%0.34%0.37%Q3 2014Q2 20154
VAUGHAN DAVID INVESTMENTS LLC/IL 310.01%0.01%0.01%Q4 2014Q4 20194
Ziegler Capital Management, LLC 440.03%0.05%0.06%Q3 2020Q2 20214
Destination Wealth Management 210.00%0.00%0.00%Q1 2018Q2 20194
Alpha Cubed Investments, LLC 210.02%0.02%0.03%Q3 2018Q2 20224
SHELL ASSET MANAGEMENT CO 440.01%0.02%0.03%Q4 2022Q3 20234
KBC Group NV 220.00%0.01%0.02%Q2 2018Q3 20234
SCHRODER INVESTMENT MANAGEMENT GROUP 440.00%0.00%0.00%Q4 2022Q3 20234
Graham Capital Management, L.P. 220.01%0.04%0.10%Q2 2022Q2 20234
ROYCE & ASSOCIATES LP 440.02%0.05%0.08%Q4 2020Q3 20214
Perigon Wealth Management, LLC 310.01%0.01%0.02%Q3 2017Q4 20204
WFG Advisors, LP 440.00%0.00%0.01%Q2 2013Q1 20144
Valentine Capital Asset Management, Inc. 221.20%1.99%4.01%Q2 2014Q4 20154
Capital Bank & Trust Co 440.00%0.00%0.00%Q2 2017Q1 20184
Sheaff Brock Investment Advisors, LLC 440.03%0.04%0.05%Q4 2016Q3 20174
Walleye Capital LLC 110.00%0.02%0.07%Q2 2021Q3 20234
Prospera Financial Services Inc 310.04%0.07%0.09%Q3 2014Q2 20164
Sandy Spring Bank 310.00%0.01%0.01%Q2 2013Q1 20174
Quinn Opportunity Partners LLC 310.44%0.88%1.86%Q2 2016Q3 20234
Ellis Investment Partners, LLC 440.00%0.00%0.00%Q1 2020Q4 20204
ARMSTRONG ADVISORY GROUP, INC 440.01%0.03%0.05%Q4 2022Q3 20234
DT Investment Partners, LLC 440.00%0.00%0.00%Q3 2022Q2 20234
TCW GROUP INC 440.01%0.01%0.02%Q2 2013Q1 20144
WEALTHFRONT Corp 440.00%0.00%0.00%Q4 2014Q3 20154
WBI INVESTMENTS, LLC 440.02%0.18%0.25%Q4 2016Q3 20174
CHICAGO EQUITY PARTNERS LLC 220.03%0.04%0.05%Q3 2014Q1 20204
Atria Investments, Inc 310.01%0.01%0.01%Q2 2018Q2 20194
TFO Wealth Partners, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
STEVENS CAPITAL MANAGEMENT LP 210.01%0.01%0.02%Q3 2013Q1 20184
LOMBARDIA CAPITAL PARTNERS LLC 440.99%1.34%1.70%Q1 2014Q4 20144
NewEdge Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Marshall Wace North America L.P. 210.00%0.01%0.02%Q2 2017Q4 20204
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q2 2013Q2 20234
Acrospire Investment Management LLC 440.02%0.04%0.07%Q3 2016Q2 20174
Laurion Capital Management LP 210.00%0.01%0.03%Q2 2017Q3 20204
New England Capital Financial Advisors LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Financial Management Professionals, Inc. 210.00%0.00%0.00%Q2 2021Q4 20224
Symmetry Partners, LLC 210.03%0.04%0.04%Q1 2019Q2 20204
Quent Capital, LLC 310.00%0.00%0.00%Q3 2022Q3 20234
JOYN Advisors, Inc. 440.00%0.00%0.00%Q1 2018Q4 20184
KMS FINANCIAL SERVICES, INC 440.06%0.08%0.11%Q4 2013Q3 20144
Ergoteles LLC 210.01%0.07%0.23%Q1 2021Q1 20234
Independent Portfolio Consultants, Inc. 440.06%0.07%0.07%Q3 2016Q2 20174
Colonial Trust Advisors 440.00%0.01%0.01%Q4 2022Q3 20234
CHESAPEAKE ASSET MANAGEMENT LLC 440.58%0.84%1.39%Q1 2019Q4 20194
ADAGE CAPITAL PARTNERS GP, L.L.C. 220.07%0.11%0.16%Q2 2014Q2 20164
PICTET ASSET MANAGEMENT LTD 440.00%0.00%0.00%Q3 2020Q2 20214
Baker Avenue Asset Management, LP 330.00%0.00%0.00%Q4 2022Q2 20233
Focused Wealth Management, Inc 330.00%0.00%0.00%Q3 2021Q1 20223
Aquatic Capital Management LLC 330.00%0.03%0.06%Q1 2022Q3 20223
Donoghue Forlines LLC 110.12%0.19%0.30%Q2 2019Q2 20233
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 330.01%0.01%0.01%Q2 2022Q4 20223
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 330.00%0.00%0.00%Q2 2016Q4 20163
PATHSTONE FAMILY OFFICE, LLC 330.00%0.00%0.00%Q2 2022Q4 20223
New Jersey Better Educational Savings Trust 110.36%0.41%0.48%Q3 2016Q1 20193
Visium Asset Management, LP 330.00%0.04%0.07%Q2 2014Q4 20143
Wellington Shields Capital Management, LLC 330.36%0.51%0.60%Q1 2019Q3 20193
Edgestream Partners, L.P. 210.02%0.05%0.07%Q4 2022Q3 20233
Aris Wealth Services, Inc. 330.05%0.06%0.08%Q1 2015Q3 20153
REAVES W H & CO INC 210.03%0.14%0.36%Q4 2014Q4 20163
Orion Portfolio Solutions, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Perkins Investment Management, LLC 330.00%0.00%0.00%Q4 2013Q2 20143
Signator Financial Services, Inc. 330.00%0.00%0.00%Q1 2013Q3 20133
Invictus RG 210.00%0.02%0.04%Q2 2016Q3 20173
Dynamic Capital Management Ltd 210.06%0.10%0.17%Q2 2013Q1 20153
Fusion Investment Group, LLC 330.00%0.00%0.00%Q4 2013Q2 20143
DEERE & CO 210.01%0.01%0.02%Q3 2013Q2 20143
OTA Financial Group L.P. 212.53%2.96%3.64%Q1 2015Q1 20163
WADE G W & INC 110.01%0.01%0.01%Q1 2021Q4 20223
Regal Investment Advisors LLC 330.01%0.01%0.01%Q2 2013Q4 20133
LUCUS ADVISORS LLC 330.38%0.45%0.49%Q1 2017Q3 20173
Concord Wealth Partners 330.00%0.01%0.01%Q1 2023Q3 20233
Householder Group Estate & Retirement Specialist, LLC 110.00%0.03%0.04%Q3 2022Q3 20233
SHERBROOKE PARK ADVISERS LLC 330.18%0.44%0.62%Q1 2023Q3 20233
INTECH INVESTMENT MANAGEMENT LLC 330.00%0.00%0.00%Q3 2022Q1 20233
Omnia Family Wealth, LLC 330.00%0.00%0.00%Q3 2017Q1 20183
SECURITY NATIONAL TRUST CO 330.00%0.00%0.00%Q4 2013Q2 20143
IMPAX ASSET MANAGEMENT LLC 330.04%0.04%0.06%Q2 2013Q4 20133
Trexquant Investment LP 110.01%0.07%0.12%Q2 2016Q3 20233
FORA Capital, LLC 210.01%0.03%0.07%Q4 2019Q3 20203
Cresset Asset Management, LLC 210.00%0.00%0.00%Q1 2019Q3 20233
Global X Management CO LLC 330.09%0.10%0.12%Q2 2013Q4 20133
NatWest Group plc 330.01%0.01%0.01%Q3 2013Q1 20143
ING GROEP NV 210.01%0.01%0.01%Q2 2017Q3 20183
ASSOCIATED BANC-CORP 210.00%0.00%0.00%Q1 2020Q4 20203
Parallax Volatility Advisers, L.P. 110.00%0.00%0.00%Q3 2017Q4 20183
Freedom Investment Management, Inc. 330.02%0.02%0.02%Q1 2019Q3 20193
Connor, Clark & Lunn Investment Management Ltd. 210.00%0.01%0.01%Q2 2018Q2 20203
PFG Investments, LLC 330.03%0.14%0.22%Q1 2023Q3 20233
HARBOR CAPITAL ADVISORS, INC. 330.09%0.12%0.18%Q2 2023Q4 20233
Ballew Advisors, Inc 330.02%0.02%0.02%Q1 2018Q3 20183
Point72 Middle East FZE 210.01%0.02%0.03%Q4 2022Q3 20233
OXFORD ASSET MANAGEMENT LLP 330.01%0.01%0.01%Q1 2017Q3 20173
REGENTATLANTIC CAPITAL LLC 210.02%0.02%0.02%Q4 2017Q3 20183
Assured Investment Management LLC 210.00%0.01%0.03%Q1 2018Q4 20183
Buck Wealth Strategies, LLC 330.02%0.05%0.06%Q1 2023Q3 20233
HHM Wealth Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Capital World Investors 330.00%0.00%0.00%Q1 2021Q3 20213
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.01%0.01%0.02%Q4 2017Q3 20183
Mount Yale Investment Advisors, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
RQSI Ltd 330.27%0.39%0.50%Q4 2014Q2 20153
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 210.00%0.01%0.02%Q4 2016Q3 20173
Diversified Trust Co 210.01%0.01%0.01%Q2 2021Q1 20223
SYMPHONY ASSET MANAGEMENT LLC 330.05%0.05%0.06%Q1 2019Q3 20193
INCLUSIVE CAPITAL PARTNERS, L.P. 332.02%8.13%11.65%Q4 2020Q2 20213
GREEN ARROW CAPITAL MANAGEMENT LLC 210.16%0.26%0.41%Q2 2013Q3 20143
MU Investments Co., Ltd. 330.19%0.21%0.23%Q2 2013Q4 20133
Parametrica Management Ltd 210.39%0.43%0.51%Q4 2016Q3 20183
DREMAN VALUE MANAGEMENT, L L C 330.66%0.70%0.75%Q1 2014Q3 20143
Sageworth Trust Co of South Dakota 330.00%0.01%0.02%Q4 2021Q2 20223
TFS CAPITAL LLC 330.02%0.06%0.11%Q2 2013Q4 20133
CIBC WORLD MARKETS CORP 210.00%0.02%0.03%Q1 2018Q1 20213
Sageworth Trust Co 330.00%0.00%0.00%Q2 2021Q4 20213
Stratos Wealth Partners, LTD. 210.00%0.00%0.00%Q4 2017Q3 20183
IAG Wealth Partners, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
HOWE & RUSLING INC 330.00%0.00%0.00%Q3 2016Q1 20173
Bayesian Capital Management, LP 220.04%0.05%0.06%Q4 2022Q1 20232
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.05%0.09%Q4 2016Q3 20232
CHOREO, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
CADENCE CAPITAL MANAGEMENT LLC 110.02%0.02%0.02%Q2 2015Q4 20162
NORTHERN TRUST CO OF CONNECTICUT 220.00%0.00%0.00%Q2 2013Q3 20132
FIRST CITIZENS BANK & TRUST CO 220.01%0.01%0.01%Q2 2013Q3 20132
Hightower 6M Holding, LLC 220.02%0.02%0.02%Q1 2022Q2 20222
MARSHALL WACE, LLP 110.00%0.01%0.02%Q3 2019Q3 20202
Wellington Shields & Co., LLC 221.23%1.45%1.67%Q1 2019Q2 20192
Freestone Capital Holdings, LLC 220.01%0.01%0.01%Q3 2020Q4 20202
StellarOne CORP 220.01%0.01%0.01%Q2 2013Q3 20132
FULTON BREAKEFIELD BROENNIMAN LLC 220.03%0.03%0.04%Q3 2021Q4 20212
TCTC Holdings, LLC 220.00%0.00%0.00%Q2 2020Q3 20202
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
MCIA Inc 220.01%0.01%0.02%Q2 2017Q3 20172
Avior Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q3 20232
Arden Trust Co 220.29%0.33%0.37%Q3 2023Q4 20232
Enterprise Trust & Investment Co 220.05%0.06%0.06%Q2 2019Q3 20192
PORTOLA GROUP INC /CA 110.14%0.19%0.25%Q2 2013Q4 20142
ADVANCE CAPITAL I INC 220.12%0.12%0.12%Q2 2013Q3 20132
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q1 2020Q1 20202
Winton Capital Management Ltd 220.00%0.00%0.01%Q2 2013Q3 20132
JNBA Financial Advisors 110.00%0.00%0.01%Q4 2013Q3 20162
HAP Trading, LLC 110.01%0.01%0.01%Q3 2023Q3 20232
P SCHOENFELD ASSET MANAGEMENT LP 110.80%1.54%2.29%Q3 2023Q3 20232
Edge Advisors, LLC 220.00%0.00%0.00%Q1 2017Q2 20172
TORONTO DOMINION BANK 110.00%0.00%0.00%Q4 2016Q1 20182
Illinois Municipal Retirement Fund 220.01%0.01%0.01%Q3 2020Q4 20202
Unigestion Holding SA 220.02%0.04%0.05%Q1 2019Q2 20192
Grantham, Mayo, Van Otterloo & Co. LLC 220.15%0.15%0.16%Q2 2015Q3 20152
Man Investments Ltd 220.25%0.32%0.38%Q1 2014Q2 20142
Nemes Rush Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
CrestPoint Capital Management, LLC 220.21%0.21%0.21%Q1 2016Q2 20162
Pearl River Capital, LLC 110.08%0.09%0.10%Q4 2018Q1 20202
Gyon Technologies Capital Management, LP 110.10%0.25%0.40%Q3 2020Q1 20212
Blueshift Asset Management, LLC 110.05%0.06%0.06%Q3 2020Q4 20212
WEXFORD CAPITAL LP 110.11%0.14%0.18%Q2 2013Q3 20232
Corton Capital Inc. 110.10%0.14%0.18%Q4 2021Q3 20232
Piermont Capital Management Inc. 220.70%0.70%0.71%Q3 2016Q4 20162
Brevan Howard Capital Management LP 110.00%0.01%0.01%Q3 2023Q3 20232
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
MQS Management LLC 110.20%0.20%0.21%Q3 2022Q1 20232
Emerald Acquisition Ltd. 220.00%0.01%0.01%Q2 2016Q3 20162
NATIONAL BANK OF CANADA /FI/ 220.00%0.01%0.01%Q2 2023Q3 20232
Sterling Financial Planning, Inc. 220.00%0.00%0.00%Q4 2020Q1 20212
Cable Hill Partners, LLC 220.00%0.00%0.00%Q3 2016Q4 20162
I.G. INVESTMENT MANAGEMENT, LTD. 220.00%0.00%0.00%Q3 2015Q4 20152
Counterpoint Mutual Funds LLC 220.14%0.17%0.20%Q4 2022Q1 20232
Edge Wealth Management LLC 220.00%0.00%0.00%Q2 2013Q3 20132
Tidal Investments LLC 220.01%0.01%0.02%Q1 2022Q2 20222
Pergamon Offshore Advisors, L.P. 220.25%0.25%0.25%Q4 2014Q1 20152
CARRONADE CAPITAL MANAGEMENT, LP 110.51%0.64%0.78%Q3 2023Q3 20232
EVOKE WEALTH, LLC 110.00%0.00%0.00%Q2 2020Q1 20212
Moors & Cabot, Inc. 220.06%0.06%0.06%Q2 2014Q3 20142
DENVER INVESTMENT ADVISORS LLC 220.78%0.78%0.78%Q3 2016Q4 20162
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Jump Financial, LLC 110.01%0.01%0.01%Q2 2022Q2 20232
FNY Managed Accounts LLC 110.01%0.06%0.11%Q1 2017Q3 20172
B. Riley Wealth Management, Inc. 220.01%0.01%0.01%Q2 2014Q3 20142
GROUP ONE TRADING, L.P. 220.00%0.00%0.00%Q2 2014Q3 20142
Krane Funds Advisors LLC 110.02%0.02%0.02%Q1 2021Q4 20222
Signition LP 110.14%0.71%1.28%Q2 2018Q4 20192
UMB Bank, n.a. 110.00%0.00%0.00%Q4 2021Q3 20232
Neo Ivy Capital Management 110.04%0.07%0.11%Q2 2020Q3 20212
FULLER & THALER ASSET MANAGEMENT, INC. 220.00%0.00%0.00%Q3 2017Q4 20172
GTS SECURITIES LLC 110.00%0.00%0.00%Q3 2023Q3 20232
Concert Wealth Management Inc. 220.05%0.05%0.06%Q2 2016Q3 20162
CIBC Private Wealth Group, LLC 110.00%0.00%0.00%Q4 2017Q2 20182
WFA Asset Management Corp 220.00%0.00%0.01%Q4 2021Q1 20222
Bridgefront Capital, LLC 220.09%0.12%0.14%Q2 2023Q3 20232
Caption Management, LLC 110.09%0.12%0.16%Q3 2023Q3 20232
Farther Finance Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
COLDSTREAM CAPITAL MANAGEMENT INC 220.17%0.17%0.17%Q3 2019Q4 20192
AMERICAFIRST CAPITAL MANAGEMENT, LLC 110.36%0.38%0.39%Q3 2014Q1 20172
Merchants' Gate Capital LP 220.09%0.10%0.10%Q2 2014Q3 20142
Spark Investment Management LLC 220.08%0.09%0.09%Q1 2015Q2 20152
Airain ltd 110.01%0.09%0.16%Q1 2014Q1 20172
PRW Wealth Management LLC 220.00%0.00%0.00%Q4 2018Q1 20192
EDENTREE ASSET MANAGEMENT Ltd 220.02%0.12%0.23%Q2 2023Q3 20232
EverSource Wealth Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
ELEMENT CAPITAL MANAGEMENT LLC 220.05%0.09%0.13%Q2 2023Q3 20232
WEBSTER BANK, N. A. 220.00%0.00%0.00%Q1 2023Q2 20232
Brookstone Capital Management 220.00%0.00%0.00%Q2 2015Q3 20152
Checchi Capital Advisers, LLC 220.00%0.00%0.00%Q1 2016Q2 20162
Beacon Pointe Advisors, LLC 110.01%0.02%0.03%Q1 2023Q3 20232
ETF MANAGERS GROUP, LLC 110.01%0.02%0.02%Q1 2016Q2 20222
Intersect Capital LLC 220.01%0.01%0.01%Q4 2014Q1 20152
Dixon Hughes Goodman Wealth Advisors LLC 220.03%0.03%0.04%Q4 2021Q1 20222
Creative Capital Management Investments LLC 220.14%0.17%0.19%Q4 2022Q1 20232
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
ALPHA WINDWARD LLC 220.03%0.20%0.36%Q4 2016Q1 20172
COWEN AND COMPANY, LLC 110.01%0.05%0.09%Q3 2019Q3 20232
Atom Investors LP 110.02%0.03%0.03%Q1 2019Q3 20232
Financial Gravity Companies, Inc. 110.01%0.02%0.04%Q1 2018Q4 20182
Stux Capital Management, LLC 220.23%0.24%0.26%Q1 2014Q2 20142
XTX Topco Ltd 110.06%0.07%0.07%Q3 2022Q1 20232
STIFEL NICOLAUS & CO INC \MO\ 220.01%0.01%0.02%Q2 2013Q3 20132
Elmwood Wealth Management, Inc. 220.00%0.00%0.00%Q2 2020Q3 20202
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
SYNTAX RESEARCH, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Front Row Advisors LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Bellwether Investment Group, LLC 110.06%0.06%0.06%Q2 2016Q2 20161
Wealthcare Advisory Partners LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Quotient Investors, LLC 110.17%0.17%0.17%Q2 2013Q2 20131
Cordant, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Bell & Brown Wealth Advisors, LLC 110.15%0.15%0.15%Q4 2019Q4 20191
IndexIQ Advisors LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Quantamental Technologies LLC 110.14%0.14%0.14%Q4 2018Q4 20181
SEVEN EIGHT CAPITAL, LP 110.06%0.06%0.06%Q4 2014Q4 20141
Masso Torrence Wealth Management Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Athanor Capital, LP 110.01%0.01%0.01%Q1 2021Q1 20211
Olympiad Research LP 110.19%0.19%0.19%Q3 2023Q3 20231
Marathon Trading Investment Management LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Twin Tree Management, LP 110.00%0.00%0.00%Q1 2020Q1 20201
M Holdings Securities, Inc. 110.02%0.02%0.02%Q3 2014Q3 20141
EQUITEC PROPRIETARY MARKETS, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
AVANTAX ADVISORY SERVICES, INC. 110.00%0.00%0.00%Q3 2020Q3 20201
Fernwood Investment Management, LLC 110.22%0.22%0.22%Q3 2023Q3 20231
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
CX Institutional 110.00%0.00%0.00%Q2 2022Q2 20221
Mitsubishi UFJ Asset Management Co., Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
TIVERTON ASSET MANAGEMENT LLC 110.02%0.02%0.02%Q1 2019Q1 20191
Zions Bancorporation 110.00%0.00%0.00%Q3 2018Q3 20181
BB&T INVESTMENT SERVICES, INC. 110.00%0.00%0.00%Q1 2017Q1 20171
Robeco Schweiz AG 110.00%0.00%0.00%Q2 2013Q2 20131
IEQ CAPITAL, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Pinkerton Retirement Specialists, LLC 110.02%0.02%0.02%Q4 2017Q4 20171
PINNACLE ASSOCIATES LTD 110.01%0.01%0.01%Q3 2014Q3 20141
Winslow, Evans & Crocker, Inc. 110.00%0.00%0.00%Q1 2019Q1 20191
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Bremer Bank National Association 110.00%0.00%0.00%Q1 2019Q1 20191
Zimmer Partners, LP 110.55%0.55%0.55%Q2 2013Q2 20131
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
GLAZER CAPITAL, LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Flaharty Asset Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Golden State Wealth Management, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
First Dallas Securities Inc. 110.10%0.10%0.10%Q4 2017Q4 20171
Capital Investment Advisory Services, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Csenge Advisory Group 110.00%0.00%0.00%Q3 2018Q3 20181
Qsemble Capital Management, LP 110.08%0.08%0.08%Q3 2023Q3 20231
Legacy Financial Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Capula Management Ltd 110.01%0.01%0.01%Q1 2021Q1 20211
Perkins Coie Trust Co 110.01%0.01%0.01%Q3 2023Q3 20231
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 110.04%0.04%0.04%Q4 2014Q4 20141
Aldebaran Financial Inc. 110.28%0.28%0.28%Q2 2023Q2 20231
Mission Creek Capital Partners, Inc. 110.14%0.14%0.14%Q4 2019Q4 20191
Zurich Insurance Group Ltd/FI 110.04%0.04%0.04%Q1 2017Q1 20171
Timber Hill LLC 110.00%0.00%0.00%Q2 2014Q2 20141
CAHILL FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20211
Norway Savings Bank 110.00%0.00%0.00%Q4 2022Q4 20221
Quantitative Systematic Strategies LLC 110.06%0.06%0.06%Q3 2020Q3 20201
Centenus Global Management, LP 110.22%0.22%0.22%Q4 2017Q4 20171
Hedeker Wealth, LLC 110.40%0.40%0.40%Q4 2014Q4 20141
HBC Financial Services, PLLC 110.02%0.02%0.02%Q3 2023Q3 20231
ORG Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Prostatis Group LLC 110.01%0.01%0.01%Q2 2023Q2 20231
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
CQS Cayman LP 110.02%0.02%0.02%Q1 2015Q1 20151
Karp Capital Management Corp 110.04%0.04%0.04%Q1 2017Q1 20171
Smith Affiliated Capital Corp. 110.01%0.01%0.01%Q3 2014Q3 20141
Bedel Financial Consulting, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Winch Advisory Services, LLC 110.03%0.03%0.03%Q4 2017Q4 20171
Wills Financial Group, Inc. 110.16%0.16%0.16%Q4 2014Q4 20141
Steward Financial Group LLC 110.00%0.00%0.00%Q2 2022Q2 20221
ALPS ADVISORS INC 110.00%0.00%0.00%Q2 2022Q2 20221
PACES FERRY WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Amalgamated Financial Corp. 110.02%0.02%0.02%Q1 2022Q1 20221
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.01%0.01%0.01%Q3 2018Q3 20181
AVIVA PLC 110.01%0.01%0.01%Q2 2022Q2 20221
Enlightenment Research, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Spot Trading L.L.C 110.02%0.02%0.02%Q1 2016Q1 20161
Pine River Capital Management L.P. 110.00%0.00%0.00%Q3 2014Q3 20141
Private Ocean, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
WFA of San Diego, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
UNITED CAPITAL FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
State of New Jersey Common Pension Fund A 110.01%0.01%0.01%Q1 2014Q1 20141
CIBC Asset Management Inc 110.00%0.00%0.00%Q4 2019Q4 20191
FNY Investment Advisers, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Dominick & Dominick LLC 110.14%0.14%0.14%Q2 2013Q2 20131
Ballentine Partners, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Polar Asset Management Partners Inc. 110.01%0.01%0.01%Q3 2021Q3 20211
HBK INVESTMENTS L P 110.00%0.00%0.00%Q3 2018Q3 20181
ACG Wealth 110.01%0.01%0.01%Q2 2022Q2 20221
Quarry LP 110.01%0.01%0.01%Q3 2023Q3 20231
Pinz Capital Management, LP 110.02%0.02%0.02%Q4 2019Q4 20191
DRIEHAUS CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q2 2019Q2 20191
GARGOYLE INVESTMENT ADVISOR L.L.C. 110.32%0.32%0.32%Q1 2017Q1 20171
Red Tortoise LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Virtue Capital Management, LLC 110.02%0.02%0.02%Q1 2018Q1 20181
Campbell & CO Investment Adviser LLC 110.06%0.06%0.06%Q1 2022Q1 20221
Weiss Multi-Strategy Advisers LLC 110.10%0.10%0.10%Q3 2014Q3 20141
SIMON QUICK ADVISORS, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
KEMPNER CAPITAL MANAGEMENT INC. 110.10%0.10%0.10%Q4 2014Q4 20141
Maven Securities LTD 110.03%0.03%0.03%Q1 2021Q1 20211
Oder Investment Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
INCEPTIONR LLC 110.32%0.32%0.32%Q1 2023Q1 20231
ASTER INVESTMENT MANAGEMENT CO INC 110.68%0.68%0.68%Q2 2013Q2 20131
Shore Point Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Machina Capital S.A.S. 110.01%0.01%0.01%Q1 2023Q1 20231
Bellecapital International Ltd. 110.15%0.15%0.15%Q1 2020Q1 20201
Blue Sky Asset Management, LLC 110.79%0.79%0.79%Q1 2018Q1 20181
UBS OCONNOR LLC 110.06%0.06%0.06%Q1 2014Q1 20141
Morton Brown Family Wealth, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Mizuho Asset Management Co.,Ltd. 110.16%0.16%0.16%Q4 2014Q4 20141
KCM INVESTMENT ADVISORS LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Atlantic Union Bankshares Corp 110.00%0.00%0.00%Q1 2014Q1 20141
Hoxton Planning & Management, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
Samson Rock Capital LLP 110.12%0.12%0.12%Q1 2021Q1 20211
Lehman Financial Resources, Inc. 110.00%0.00%0.00%Q2 2015Q2 20151
Capstone Investment Advisors (Netherlands), B.V. 111.78%1.78%1.78%Q2 2017Q2 20171
Delpha Capital Management, LLC 110.05%0.05%0.05%Q4 2017Q4 20171
AMERICAN NATIONAL INSURANCE CO 110.11%0.11%0.11%Q2 2013Q2 20131
Indaba Capital Management, L.P. 117.24%7.24%7.24%Q4 2015Q4 20151
NORWOOD FINANCIAL CORP 110.01%0.01%0.01%Q3 2023Q3 20231
WASHINGTON TRUST BANK 110.00%0.00%0.00%Q2 2014Q2 20141
McBroom & Associates, LLC 110.18%0.18%0.18%Q4 2021Q4 20211
Brandywine Global Investment Management, LLC 110.05%0.05%0.05%Q3 2014Q3 20141
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Owl Creek Asset Management, L.P. 111.33%1.33%1.33%Q3 2023Q3 20231
Zions Bancorporation, N.A. 110.01%0.01%0.01%Q3 2021Q3 20211
FRONTIER INVESTMENT MGMT CO 110.68%0.68%0.68%Q3 2014Q3 20141
Pictet Asset Management Holding SA 110.00%0.00%0.00%Q3 2023Q3 20231
Ethic Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
BREMER TRUST NATIONAL ASSOCIATION 110.00%0.00%0.00%Q4 2018Q4 20181
GIRARD PARTNERS LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
RBF Capital, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Altimeter Capital Management 110.14%0.14%0.14%Q2 2013Q2 20131
Virtus ETF Advisers LLC 110.11%0.11%0.11%Q4 2016Q4 20161
New Millennium Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
USCA RIA LLC 110.02%0.02%0.02%Q1 2020Q1 20201
G&S Capital LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q2 2019Q2 20191
MONETA GROUP INVESTMENT ADVISORS LLC 110.00%0.00%0.00%Q1 2018Q1 20181
TCG Advisors, LP 110.01%0.01%0.01%Q1 2019Q1 20191
OLD MISSION CAPITAL LLC 110.02%0.02%0.02%Q1 2021Q1 20211
WIPFLI FINANCIAL ADVISORS LLC, 110.01%0.01%0.01%Q3 2022Q3 20221
Sciencast Management LP 110.05%0.05%0.05%Q4 2020Q4 20201
CAPITAL FUND MANAGEMENT S.A. 110.01%0.01%0.01%Q3 2023Q3 20231
V-Square Quantitative Management LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Next Capital Management LLC 110.00%0.00%0.00%Q2 2019Q2 20191
WealthTrust Fairport, LLC 110.00%0.00%0.00%Q4 2014Q4 20141
JUMP TRADING, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Cornerstone Advisory, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
PITCAIRN CO 110.02%0.02%0.02%Q3 2023Q3 20231
ELM ADVISORS, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Acrisure Capital Management, LLC 110.32%0.32%0.32%Q1 2023Q1 20231
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
FIL Ltd 110.00%0.00%0.00%Q1 2022Q1 20221
MARSHWINDS ADVISORY CO 110.09%0.09%0.09%Q4 2017Q4 20171
HOWARD WEALTH MANAGEMENT, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Carroll Financial Associates, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
Allegis Investment Advisors, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Lombard Odier Asset Management (Switzerland) SA 110.04%0.04%0.04%Q3 2014Q3 20141
First National Bank of South Miami 110.02%0.02%0.02%Q3 2021Q3 20211
TELEMUS CAPITAL, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
SCHNIEDERS CAPITAL MANAGEMENT LLC 110.09%0.09%0.09%Q1 2019Q1 20191
Numeric Investors LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Numerai GP LLC 110.42%0.42%0.42%Q3 2023Q3 20231
Newbridge Financial Services Group, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
Authentikos Wealth Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Optiver Holding B.V. 110.01%0.01%0.01%Q1 2021Q1 20211
Jane Street Holding, LLC 110.01%0.01%0.01%Q3 2013Q3 20131
WATER ISLAND CAPITAL LLC 110.15%0.15%0.15%Q4 2014Q4 20141
Crumly & Associates Inc. 110.12%0.12%0.12%Q1 2022Q1 20221
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q1 2020Q1 20201
GABLES CAPITAL MANAGEMENT INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Sagefield Capital LP 110.27%0.27%0.27%Q3 2023Q3 20231
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.01%0.01%0.01%Q3 2018Q3 20181
Kowal Investment Group, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Price Capital Management, Inc. 110.04%0.04%0.04%Q3 2019Q3 20191
Waverly Advisors, LLC 110.01%0.01%0.01%Q3 2015Q3 20151
VALINOR MANAGEMENT, L.P. 110.22%0.22%0.22%Q3 2014Q3 20141
Accurate Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Pluribus Labs, LLC 110.59%0.59%0.59%Q4 2021Q4 20211
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Spears Abacus Advisors LLC 110.03%0.03%0.03%Q1 2020Q1 20201
Advisors Preferred, LLC 110.04%0.04%0.04%Q4 2014Q4 20141
Regent Peak Wealth Advisors LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Summit Trail Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
CARLSON CAPITAL L P 110.11%0.11%0.11%Q3 2014Q3 20141
WEATHERLY ASSET MANAGEMENT L. P. 110.03%0.03%0.03%Q2 2014Q2 20141
CLOUGH CAPITAL PARTNERS L P 110.66%0.66%0.66%Q3 2023Q3 20231
NEXT Financial Holdings 110.01%0.01%0.01%Q1 2019Q1 20191
JASINKIEWICZ CAPITAL MANAGEMENT, LP 110.07%0.07%0.07%Q1 2014Q1 20141
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Stonebridge Financial Planning Group, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
CALTON & ASSOCIATES, INC. 110.01%0.01%0.01%Q4 2017Q4 20171
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 110.01%0.01%0.01%Q2 2013Q2 20131
Irish Life Investment Managers Ltd. 110.00%0.00%0.00%Q2 2013Q2 20131
Crestwood Advisors Group, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Burt Wealth Advisors 110.00%0.00%0.00%Q4 2020Q4 20201
Dunvegan Associates, Inc. 110.02%0.02%0.02%Q1 2014Q1 20141
Beaird Harris Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Grandview Asset Management LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Cranbrook Wealth Management, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Argent Trust Co 110.02%0.02%0.02%Q4 2022Q4 20221
BlackRock Japan Co. Ltd 110.00%0.00%0.00%Q2 2013Q2 20131
Virtu Financial LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Truvestments Capital LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Nexus Asset Management LLC 112.25%2.25%2.25%Q3 2014Q3 20141
External links

This page lists all the filers that currently own HAWAIIAN ELEC INDUSTRIES or have owned HAWAIIAN ELEC INDUSTRIES in the past.