HEARTLAND FINL USA INC shareholder history

Current and past HEARTLAND FINL USA INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 43430.00%0.00%0.01%Q1 2013Q3 202343
CREDIT SUISSE AG/ 43430.00%0.00%0.00%Q1 2013Q3 202343
BlackRock Inc. 42420.00%0.00%0.01%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.00%0.00%0.00%Q2 2013Q3 202342
ALLIANCEBERNSTEIN L.P. 42420.00%0.00%0.00%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.00%0.00%Q2 2013Q3 202342
RHUMBLINE ADVISERS 42420.00%0.00%0.01%Q2 2013Q3 202342
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42420.00%0.00%0.01%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 42420.00%0.01%0.01%Q2 2013Q3 202342
SUSQUEHANNA INTERNATIONAL GROUP, LLP 2330.00%0.00%0.00%Q2 2015Q3 202342
Bank of New York Mellon Corp 42420.00%0.00%0.00%Q2 2013Q3 202342
PRUDENTIAL FINANCIAL INC 42420.00%0.01%0.03%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
Nuveen Asset Management, LLC 42420.00%0.06%0.27%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
DUBUQUE BANK & TRUST CO 42423.26%9.99%16.05%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
Swiss National Bank 42420.00%0.00%0.00%Q2 2013Q3 202342
METROPOLITAN LIFE INSURANCE CO/NY 42420.00%0.01%0.01%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.01%Q2 2013Q3 202342
MARTINGALE ASSET MANAGEMENT L P 42420.02%0.04%0.09%Q2 2013Q3 202342
BRIDGEWAY CAPITAL MANAGEMENT, LLC 42420.01%0.09%0.21%Q2 2013Q3 202342
GEODE CAPITAL MANAGEMENT, LLC 42420.00%0.00%0.01%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.00%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.01%0.02%0.03%Q2 2013Q3 202342
STATE STREET CORP 42420.00%0.00%0.00%Q2 2013Q3 202342
AMERICAN INTERNATIONAL GROUP, INC. 42420.00%0.00%0.01%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.01%0.02%Q2 2013Q3 202342
VANGUARD GROUP INC 42420.00%0.00%0.01%Q2 2013Q3 202342
DEUTSCHE BANK AG\ 41410.00%0.00%0.00%Q3 2013Q3 202341
VOYA INVESTMENT MANAGEMENT LLC 3650.00%0.00%0.00%Q2 2013Q3 202341
Invesco Ltd. 31100.00%0.00%0.00%Q2 2013Q3 202341
BANK OF AMERICA CORP /DE/ 3740.00%0.00%0.00%Q2 2013Q3 202341
Johnson Financial Group, Inc. 40400.00%0.00%0.01%Q2 2013Q1 202340
Brandywine Global Investment Management, LLC 40400.00%0.01%0.03%Q2 2013Q1 202340
BARCLAYS PLC 29100.00%0.00%0.00%Q2 2013Q3 202339
FEDERATED HERMES, INC. 22160.00%0.00%0.01%Q2 2013Q3 202338
ATWOOD & PALMER INC 38380.01%0.03%0.07%Q2 2014Q3 202338
Legal & General Group Plc 37370.00%0.00%0.00%Q3 2014Q3 202337
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
BNP PARIBAS FINANCIAL MARKETS 3010.00%0.00%0.00%Q4 2013Q3 202336
ROYAL BANK OF CANADA 3420.00%0.00%0.00%Q2 2013Q3 202336
AMERIPRISE FINANCIAL INC 2260.00%0.00%0.00%Q2 2013Q3 202336
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 36360.14%0.22%0.34%Q4 2014Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.00%0.00%0.00%Q2 2013Q1 202236
TWO SIGMA ADVISERS, LP 36360.00%0.00%0.01%Q4 2014Q3 202336
GOLDMAN SACHS GROUP INC 3010.00%0.00%0.01%Q1 2012Q3 202335
NEW YORK STATE COMMON RETIREMENT FUND 35350.00%0.01%0.04%Q1 2015Q3 202335
BANK OF MONTREAL /CAN/ 34340.00%0.00%0.01%Q2 2013Q3 202134
AQR Capital Management 34340.00%0.01%0.02%Q2 2015Q3 202334
DENALI ADVISORS LLC 17160.00%0.29%1.63%Q2 2013Q3 202333
STRS OHIO 20130.00%0.00%0.00%Q2 2013Q3 202333
Zurcher Kantonalbank (Zurich Cantonalbank) 33330.00%0.00%0.00%Q3 2015Q3 202333
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 3020.00%0.00%0.00%Q2 2015Q3 202332
GREAT WEST LIFE ASSURANCE CO /CAN/ 16160.00%0.00%0.00%Q3 2015Q3 202332
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 32320.00%0.00%0.01%Q2 2013Q1 202132
HUDSON EDGE INVESTMENT PARTNERS INC. 31310.03%0.11%0.21%Q1 2016Q3 202331
UBS ASSET MANAGEMENT AMERICAS INC 2620.00%0.00%0.00%Q2 2015Q3 202331
SHELL ASSET MANAGEMENT CO 2740.01%0.02%0.02%Q4 2015Q3 202331
Winch Advisory Services, LLC 2910.00%0.01%0.02%Q1 2014Q3 202331
FINANCIAL COUNSELORS INC 2820.01%0.38%1.19%Q1 2016Q3 202330
Citadel Advisors 710.00%0.00%0.00%Q3 2013Q3 202330
VICTORY CAPITAL MANAGEMENT INC 29290.00%0.00%0.00%Q3 2016Q3 202329
MILLENNIUM MANAGEMENT LLC 1410.00%0.01%0.02%Q2 2013Q3 202329
CONGRESS ASSET MANAGEMENT CO /MA 29290.00%0.00%0.01%Q3 2016Q3 202329
ENVESTNET ASSET MANAGEMENT INC 2020.00%0.00%0.00%Q1 2016Q3 202329
Tower Research Capital LLC (TRC) 1410.00%0.00%0.01%Q2 2013Q3 202329
JACOBS LEVY EQUITY MANAGEMENT, INC 2310.00%0.01%0.01%Q2 2016Q3 202328
QS Investors, LLC 28280.00%0.02%0.03%Q3 2014Q2 202128
FMR LLC 2440.00%0.00%0.01%Q4 2013Q3 202328
Avantax Planning Partners, Inc. 28280.04%0.34%0.62%Q4 2016Q3 202328
Renaissance Technologies 2210.00%0.01%0.01%Q2 2013Q2 202227
Ameritas Investment Partners, Inc. 27270.00%0.01%0.01%Q1 2017Q3 202327
PRICE T ROWE ASSOCIATES INC /MD/ 27270.00%0.00%0.00%Q1 2017Q3 202327
TEACHER RETIREMENT SYSTEM OF TEXAS 1330.00%0.00%0.01%Q2 2013Q3 202326
OPPENHEIMER ASSET MANAGEMENT INC. 26260.01%0.03%0.05%Q2 2017Q3 202326
D. E. Shaw & Co., Inc. 1320.00%0.00%0.00%Q4 2014Q3 202326
EARNEST PARTNERS LLC 26260.12%0.62%0.88%Q2 2017Q3 202326
PANAGORA ASSET MANAGEMENT INC 1420.00%0.00%0.01%Q2 2013Q1 202325
AMERICAN CENTURY COMPANIES INC 13120.00%0.00%0.01%Q2 2015Q3 202325
ClearBridge Investments 25250.00%0.00%0.00%Q1 2017Q1 202325
TIAA CREF INVESTMENT MANAGEMENT LLC 24240.00%0.00%0.01%Q2 2013Q1 201924
PrairieView Partners, LLC 24240.43%0.99%1.58%Q4 2017Q3 202324
MetLife Investment Management, LLC 24240.01%0.01%0.01%Q4 2017Q3 202324
TEACHERS ADVISORS, LLC 24240.00%0.00%0.00%Q2 2013Q1 201924
Walthausen & Co., LLC 1770.09%0.85%1.34%Q3 2016Q3 202224
KLCM Advisors, Inc. 1810.04%0.08%0.12%Q3 2015Q3 202324
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 1920.00%0.00%0.00%Q3 2015Q3 202324
BHZ CAPITAL MANAGEMENT, LP 2130.06%0.40%0.72%Q1 2016Q1 202224
Creative Planning 1210.00%0.00%0.00%Q1 2015Q3 202324
THRIVENT FINANCIAL FOR LUTHERANS 1770.00%0.09%0.19%Q3 2017Q3 202324
GUGGENHEIM CAPITAL LLC 12120.00%0.01%0.03%Q1 2016Q3 202224
Russell Investments Group, Ltd. 1730.00%0.00%0.00%Q4 2016Q3 202324
AT Bancorp 24240.46%0.86%1.24%Q2 2013Q1 201924
CWM, LLC 1320.00%0.00%0.00%Q3 2017Q3 202323
TWO SIGMA INVESTMENTS, LP 1110.00%0.00%0.01%Q2 2013Q3 202323
Accredited Investors Inc. 23230.04%0.64%1.82%Q1 2018Q3 202323
LSV ASSET MANAGEMENT 22220.00%0.01%0.01%Q2 2013Q3 201822
STIFEL FINANCIAL CORP 1290.00%0.02%0.05%Q1 2017Q1 202321
PUTNAM INVESTMENTS LLC 1320.00%0.00%0.02%Q2 2013Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
NISA INVESTMENT ADVISORS, LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
JNBA Financial Advisors 2010.02%0.05%0.07%Q2 2018Q3 202321
EATON VANCE MANAGEMENT 21210.01%0.01%0.02%Q3 2017Q3 202221
BESSEMER GROUP INC 1290.00%0.00%0.01%Q3 2016Q1 202321
SIGNATUREFD, LLC 20200.00%0.00%0.02%Q4 2018Q3 202320
NORGES BANK 20200.00%0.00%0.01%Q1 2018Q4 202220
CORNERCAP INVESTMENT COUNSEL INC 710.06%0.11%0.22%Q2 2013Q1 202320
CAPTRUST FINANCIAL ADVISORS 1210.00%0.00%0.00%Q4 2017Q3 202320
Larson Financial Group LLC 20200.00%0.02%0.06%Q4 2018Q3 202320
Phocas Financial Corp. 1190.35%0.75%1.58%Q2 2016Q3 202320
Marquette Asset Management, LLC 19190.01%0.02%0.02%Q1 2019Q3 202319
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 1230.00%0.00%0.00%Q2 2015Q3 202319
ICONIQ Capital, LLC 19190.03%0.09%0.25%Q3 2013Q1 201819
HSBC HOLDINGS PLC 1710.00%0.00%0.00%Q4 2016Q3 202318
Nationwide Fund Advisors 18180.00%0.01%0.01%Q2 2013Q3 201718
PRINCIPAL FINANCIAL GROUP INC 1310.00%0.00%0.02%Q3 2016Q3 202318
OPPENHEIMER & CO INC 18180.01%0.01%0.03%Q2 2019Q3 202318
SII INVESTMENTS INC/WI 1070.03%0.04%0.06%Q2 2013Q3 201717
MidWestOne Financial Group, Inc. 1340.72%1.34%1.83%Q2 2019Q3 202317
SG Americas Securities, LLC 410.00%0.00%0.01%Q3 2013Q3 202317
LADENBURG THALMANN FINANCIAL SERVICES INC. 17170.00%0.00%0.00%Q4 2015Q4 201917
AdvisorNet Financial, Inc 17170.00%0.01%0.03%Q3 2019Q3 202317
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1510.00%0.00%0.00%Q4 2016Q3 202317
CONNABLE OFFICE INC 1160.04%0.05%0.06%Q3 2018Q2 202317
ISLAY CAPITAL MANAGEMENT, LLC 16160.01%1.46%6.43%Q4 2019Q3 202316
IndexIQ Advisors LLC 970.01%0.03%0.08%Q2 2017Q1 202216
MUFG Americas Holdings Corp 1110.00%0.00%0.02%Q3 2011Q1 201716
COMERICA BANK 1510.00%0.00%0.00%Q2 2013Q3 202316
Allianz Asset Management GmbH 970.00%0.01%0.03%Q2 2013Q2 201816
AMALGAMATED BANK 1020.00%0.00%0.01%Q2 2018Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
BlackRock Fund Advisors 15150.00%0.00%0.01%Q2 2013Q4 201615
Zebra Capital Management LLC 1140.18%0.37%0.51%Q2 2013Q3 201815
BLACKROCK ADVISORS LLC 15150.00%0.00%0.00%Q2 2013Q4 201615
HOWE & RUSLING INC 15150.00%0.00%0.00%Q3 2014Q1 201815
BlackRock Institutional Trust Company, N.A. 15150.00%0.00%0.00%Q2 2013Q4 201615
Wealthspire Advisors, L.P. 1410.01%0.02%0.03%Q4 2015Q4 201915
Ziegler Capital Management, LLC 15150.02%0.05%0.07%Q1 2020Q3 202315
N.E.W. Advisory Services LLC 1410.03%0.07%0.16%Q4 2019Q3 202315
UMB Bank, n.a. 820.01%0.02%0.07%Q4 2017Q3 202315
Arizona State Retirement System 15150.00%0.00%0.01%Q1 2020Q3 202315
BlackRock Investment Management, LLC 15150.00%0.00%0.01%Q2 2013Q4 201615
BUCKHEAD CAPITAL MANAGEMENT LLC 15150.10%0.15%0.22%Q3 2014Q1 201815
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 14140.00%0.00%0.00%Q2 2015Q3 201814
SRS Capital Advisors, Inc. 1040.00%0.00%0.00%Q1 2020Q3 202314
First Personal Financial Services 14140.01%0.01%0.02%Q4 2014Q1 201814
BAILARD, INC. 1310.01%0.04%0.30%Q4 2015Q3 202314
Squarepoint Ops LLC 610.00%0.01%0.02%Q4 2016Q3 202314
Diversified Portfolios, Inc. 14140.55%0.82%1.18%Q4 2018Q1 202214
Cubist Systematic Strategies, LLC 810.00%0.01%0.03%Q1 2019Q3 202314
RAYMOND JAMES & ASSOCIATES 1110.00%0.00%0.00%Q4 2016Q3 202314
EPIQ Capital Group, LLC 1210.03%0.14%0.31%Q4 2019Q3 202314
MALTESE CAPITAL MANAGEMENT LLC 710.07%0.38%0.85%Q2 2014Q3 202014
Handelsbanken Fonder AB 14140.00%0.00%0.00%Q2 2020Q3 202314
C M BIDWELL & ASSOCIATES LTD 1040.00%0.07%0.14%Q1 2015Q1 202314
CHATHAM CAPITAL GROUP, INC. 13130.24%0.33%0.40%Q2 2017Q2 202013
Quantbot Technologies LP 810.00%0.01%0.03%Q3 2018Q3 202313
ProShare Advisors LLC 610.00%0.00%0.01%Q2 2013Q4 202213
CAROLINAS WEALTH CONSULTING LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Lindbrook Capital, LLC 13130.00%0.00%0.02%Q3 2020Q3 202313
ETRADE Capital Management LLC 760.01%0.01%0.02%Q2 2017Q3 202013
Qube Research & Technologies Ltd 420.00%0.01%0.02%Q2 2018Q3 202313
Integrated Investment Consultants, LLC 1110.05%0.10%0.13%Q1 2018Q3 202313
Gradient Investments LLC 850.00%0.00%0.00%Q4 2017Q1 202113
First Bank & Trust 13130.00%0.03%0.06%Q2 2019Q2 202213
Horizon Investment Services, LLC 1020.14%0.66%2.11%Q2 2013Q2 201712
GSA CAPITAL PARTNERS LLP 310.02%0.07%0.24%Q3 2015Q3 202312
Rockefeller Capital Management L.P. 1110.00%0.00%0.00%Q1 2019Q4 202212
Trexquant Investment LP 810.01%0.02%0.04%Q1 2019Q3 202312
Sterling Capital Management LLC 1110.00%0.01%0.01%Q2 2013Q4 201712
SEI INVESTMENTS CO 810.00%0.00%0.01%Q2 2017Q3 202312
Frontier Wealth Management LLC 12120.00%0.05%0.15%Q2 2019Q1 202212
Dynamic Technology Lab Private Ltd 410.02%0.09%0.20%Q1 2015Q4 202211
MEEDER ASSET MANAGEMENT INC 810.00%0.01%0.01%Q2 2017Q3 202211
Piermont Capital Management Inc. 11110.44%0.62%1.02%Q2 2016Q4 201811
Parkside Financial Bank & Trust 740.00%0.00%0.00%Q2 2017Q1 202011
CREDIT AGRICOLE S A 11110.00%0.11%0.29%Q1 2017Q3 201911
ACADIAN ASSET MANAGEMENT LLC 830.00%0.00%0.01%Q4 2014Q4 202011
Rafferty Asset Management, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
NATIXIS ADVISORS, L.P. 10100.00%0.01%0.02%Q3 2018Q4 202010
Parallel Advisors, LLC 550.00%0.00%0.00%Q1 2021Q3 202310
BRYN MAWR CAPITAL MANAGEMENT INC 10100.11%0.77%1.20%Q2 2013Q3 201510
ALPS ADVISORS INC 420.00%0.00%0.01%Q3 2016Q4 202110
KENNEDY CAPITAL MANAGEMENT LLC 820.05%0.09%0.14%Q2 2016Q2 202210
MACQUARIE GROUP LTD 10100.00%0.00%0.00%Q2 2020Q3 202210
Assenagon Asset Management S.A. 610.00%0.01%0.03%Q2 2019Q3 202310
QUADRANT CAPITAL GROUP LLC 910.00%0.00%0.01%Q2 2020Q3 202310
TRUIST FINANCIAL CORP 730.00%0.00%0.00%Q1 2021Q3 202310
LAZARD ASSET MANAGEMENT LLC 10100.00%0.00%0.00%Q1 2021Q2 202310
Xact Kapitalforvaltning AB 10100.00%0.01%0.01%Q4 2017Q1 202010
Homrich & Berg 10100.03%0.04%0.06%Q3 2017Q4 201910
First Horizon Advisors, Inc. 640.00%0.00%0.00%Q1 2021Q3 202310
ZACKS INVESTMENT MANAGEMENT 810.01%0.02%0.03%Q2 2015Q1 20189
IMA Wealth, Inc. 990.01%0.02%0.02%Q3 2021Q3 20239
D.A. DAVIDSON & CO. 720.00%0.01%0.05%Q2 2013Q3 20229
Laffer Tengler Investments, Inc. 540.18%0.22%0.29%Q2 2020Q3 20229
AXA S.A. 710.00%0.00%0.00%Q2 2015Q4 20179
Stone Ridge Asset Management LLC 540.02%0.03%0.04%Q4 2017Q1 20209
RUSSELL FRANK CO/ 630.00%0.00%0.00%Q2 2013Q1 20169
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 410.01%0.02%0.03%Q4 2019Q3 20239
ALGERT GLOBAL LLC 990.03%0.04%0.09%Q3 2021Q3 20239
DUPONT CAPITAL MANAGEMENT CORP 720.01%0.02%0.03%Q1 2020Q4 20229
Municipal Employees' Retirement System of Michigan 880.02%0.05%0.08%Q4 2014Q3 20168
HRT FINANCIAL LP 310.00%0.01%0.02%Q3 2019Q3 20238
Mariner, LLC 530.00%0.00%0.01%Q2 2019Q3 20238
PEAK6 Group LLC 330.00%0.00%0.01%Q4 2016Q2 20178
Moors & Cabot, Inc. 880.02%0.04%0.05%Q4 2021Q3 20238
BARROW HANLEY MEWHINNEY & STRAUSS LLC 880.00%0.00%0.00%Q4 2020Q3 20228
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 410.00%0.00%0.01%Q1 2013Q4 20178
A.R.T. Advisors, LLC 410.01%0.02%0.04%Q4 2015Q4 20198
PITTENGER & ANDERSON INC 880.01%0.01%0.02%Q2 2017Q1 20198
ClariVest Asset Management LLC 880.02%0.03%0.03%Q2 2015Q1 20178
Fortress Wealth Management, Inc. 880.42%0.76%1.02%Q4 2021Q3 20238
TCI Wealth Advisors, Inc. 880.00%0.00%0.00%Q2 2021Q1 20238
Snowden Capital Advisors LLC 620.00%0.01%0.01%Q3 2019Q1 20238
ExodusPoint Capital Management, LP 710.00%0.02%0.04%Q2 2020Q1 20238
Covestor Ltd 880.00%0.02%0.07%Q4 2021Q3 20238
JFS WEALTH ADVISORS, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
FIRST COMMUNITY TRUST NA 880.16%0.22%0.30%Q4 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
City State Bank 880.00%0.01%0.02%Q4 2021Q3 20238
JANUS HENDERSON GROUP PLC 880.00%0.01%0.02%Q4 2021Q3 20238
DREMAN VALUE MANAGEMENT, L L C 440.00%0.00%0.01%Q1 2016Q1 20188
GENERAL MOTORS INVESTMENT MANAGEMENT CORP 880.02%0.03%0.04%Q2 2013Q1 20158
UNITED CAPITAL FINANCIAL ADVISORS, LLC 880.00%0.00%0.00%Q1 2021Q4 20228
SG3 Management, LLC 770.01%0.06%0.16%Q2 2019Q4 20207
TUDOR INVESTMENT CORP ET AL 410.01%0.01%0.02%Q4 2016Q3 20237
Teton Advisors, Inc. 770.02%0.02%0.02%Q3 2017Q1 20197
Wakefield Asset Management LLLP 770.18%0.21%0.24%Q1 2020Q3 20217
Grantham, Mayo, Van Otterloo & Co. LLC 770.00%0.01%0.02%Q3 2020Q1 20227
BOGLE INVESTMENT MANAGEMENT L P /DE/ 520.04%0.08%0.11%Q2 2015Q1 20177
Rehmann Capital Advisory Group 770.00%0.00%0.01%Q1 2018Q3 20197
IFP Advisors, Inc 310.00%0.00%0.00%Q4 2015Q3 20227
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 610.00%0.07%0.12%Q1 2015Q3 20217
DARK FOREST CAPITAL MANAGEMENT LP 770.00%0.02%0.07%Q1 2022Q3 20237
GW HENSSLER & ASSOCIATES LTD 610.01%0.02%0.02%Q2 2021Q1 20237
MASSMUTUAL TRUST CO FSB/ADV 610.00%0.00%0.00%Q2 2018Q4 20237
Aperio Group, LLC 510.00%0.00%0.00%Q4 2018Q4 20207
SJS Investment Consulting Inc. 520.00%0.00%0.00%Q4 2021Q3 20237
Engineers Gate Manager LP 210.01%0.02%0.02%Q1 2019Q2 20237
Whelan Financial 770.15%0.22%0.38%Q1 2022Q3 20237
Petrus Trust Company, LTA 310.03%0.04%0.05%Q1 2019Q3 20237
MSI Financial Services Inc 770.00%0.00%0.00%Q2 2015Q4 20167
CAPITAL MANAGEMENT ASSOCIATES /NY/ 770.57%0.68%0.89%Q1 2014Q3 20157
LOOMIS SAYLES & CO L P 770.00%0.00%0.00%Q2 2016Q4 20177
GLOBEFLEX CAPITAL L P 420.00%0.00%0.00%Q3 2014Q4 20166
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
First Affirmative Financial Network 660.24%0.25%0.26%Q3 2021Q4 20226
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 660.00%0.00%0.01%Q2 2022Q3 20236
IHT Wealth Management, LLC 660.00%0.00%0.01%Q4 2016Q1 20186
SMITH ASSET MANAGEMENT GROUP LP 660.00%0.00%0.00%Q4 2017Q1 20196
Cutler Group LLC / CA 550.00%0.00%0.00%Q3 2016Q3 20176
Schubert & Co 660.00%0.00%0.00%Q4 2021Q1 20236
Advisory Services Network, LLC 510.00%0.00%0.00%Q4 2017Q1 20236
Mosaic Family Wealth, LLC 660.06%0.07%0.08%Q4 2017Q1 20196
Raymond James Financial Services Advisors, Inc. 410.00%0.00%0.01%Q4 2016Q3 20236
BCWM, LLC 420.21%0.33%0.43%Q2 2019Q4 20206
Quad-Cities Investment Group, LLC 660.03%0.03%0.04%Q2 2018Q3 20196
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 310.00%0.01%0.02%Q3 2020Q3 20236
ROYCE & ASSOCIATES LP 660.01%0.01%0.02%Q2 2017Q3 20186
CREATIVE FINANCIAL DESIGNS INC /ADV 660.01%0.01%0.01%Q2 2020Q3 20216
Allworth Financial LP 510.00%0.00%0.00%Q4 2021Q3 20236
VIRGINIA RETIREMENT SYSTEMS ET AL 420.00%0.01%0.01%Q1 2017Q3 20236
Jackson Creek Investment Advisors LLC 330.33%0.38%0.42%Q1 2021Q1 20236
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 420.00%0.00%0.01%Q3 2020Q3 20236
YorkBridge Wealth Partners, LLC 660.00%0.00%0.00%Q1 2017Q2 20186
Numeric Investors LLC 330.00%0.03%0.06%Q2 2013Q3 20156
Sowell Financial Services LLC 510.00%0.00%0.00%Q3 2019Q1 20216
Disciplined Investments, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
BlackRock Group LTD 660.00%0.00%0.00%Q3 2015Q4 20166
Edge Capital Group, LLC 510.02%0.02%0.02%Q1 2021Q4 20226
Mirae Asset Global Investments Co., Ltd. 660.00%0.00%0.00%Q2 2022Q3 20236
Tradition Wealth Management, LLC 410.00%0.00%0.00%Q4 2020Q3 20236
FRANKLIN RESOURCES INC 320.00%0.00%0.00%Q3 2021Q3 20235
Acrospire Investment Management LLC 550.02%0.05%0.08%Q1 2016Q1 20175
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 550.15%0.18%0.20%Q4 2017Q4 20185
MARSHALL WACE, LLP 310.00%0.02%0.04%Q1 2018Q4 20205
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 320.32%0.75%1.25%Q3 2013Q2 20225
AMUNDI ASSET MANAGEMENT US, INC. 550.00%0.00%0.00%Q1 2019Q1 20205
PEAK6 Investments LLC 310.00%0.01%0.02%Q3 2018Q2 20205
STATE OF WISCONSIN INVESTMENT BOARD 410.00%0.00%0.00%Q2 2022Q3 20235
JBF Capital, Inc. 320.00%0.00%0.00%Q4 2015Q2 20175
LOMBARDIA CAPITAL PARTNERS LLC 550.01%0.01%0.02%Q1 2014Q1 20155
ZPR Investment Management 550.72%1.27%2.39%Q1 2016Q1 20175
WHITTIER TRUST CO 550.00%0.00%0.00%Q3 2021Q3 20225
Bell Investment Advisors, Inc 320.00%0.00%0.00%Q3 2021Q4 20225
WINTON GROUP Ltd 550.01%0.01%0.02%Q1 2018Q1 20195
SYSTEMATIC FINANCIAL MANAGEMENT LP 210.02%0.02%0.03%Q2 2015Q4 20165
AFFINITY INVESTMENT ADVISORS, LLC 550.02%0.03%0.04%Q1 2017Q1 20185
Parallax Volatility Advisers, L.P. 210.00%0.00%0.00%Q4 2017Q3 20205
PRELUDE CAPITAL MANAGEMENT, LLC 410.00%0.01%0.02%Q4 2014Q2 20165
Ten Capital Wealth Advisors, LLC 550.02%0.04%0.04%Q1 2022Q1 20235
SCHRODER INVESTMENT MANAGEMENT GROUP 550.01%0.01%0.01%Q3 2013Q3 20145
MML INVESTORS SERVICES, LLC 410.00%0.00%0.00%Q3 2018Q4 20195
CHICAGO EQUITY PARTNERS LLC 410.01%0.04%0.06%Q2 2015Q1 20205
Hills Bank & Trust Co 550.03%0.05%0.06%Q1 2021Q1 20225
North Star Investment Management Corp. 440.00%0.00%0.00%Q1 2015Q4 20154
Evercore Wealth Management, LLC 440.00%0.00%0.00%Q4 2015Q3 20164
Wagner Wealth Management, LLC 440.00%0.00%0.00%Q4 2017Q3 20184
STEVENS CAPITAL MANAGEMENT LP 220.01%0.01%0.01%Q3 2016Q3 20174
Richard Bernstein Advisors LLC 440.04%0.04%0.04%Q1 2021Q4 20214
Quantinno Capital Management LP 440.16%0.20%0.28%Q2 2019Q1 20204
Steward Financial Group LLC 210.00%0.00%0.00%Q2 2022Q3 20234
TFO Wealth Partners, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
UNITED SERVICES AUTOMOBILE ASSOCIATION 310.00%0.00%0.00%Q1 2018Q2 20194
CLINTON GROUP INC 440.01%0.02%0.03%Q2 2016Q1 20174
Nine Chapters Capital Management LLC 440.03%0.05%0.07%Q4 2014Q3 20154
New Century Advisors, LLC 440.03%0.09%0.15%Q4 2021Q3 20224
M3F, Inc. 441.01%1.97%2.86%Q3 2021Q2 20224
Skandinaviska Enskilda Banken AB (publ) 440.01%0.01%0.01%Q4 2020Q3 20214
Baird Financial Group, Inc. 440.00%0.00%0.00%Q3 2021Q2 20224
Point72 Hong Kong Ltd 110.00%0.00%0.00%Q1 2020Q3 20224
Hutchin Hill Capital, LP 440.15%0.51%1.08%Q1 2017Q4 20174
Matarin Capital Management, LLC 440.11%0.15%0.19%Q1 2015Q4 20154
EMERALD MUTUAL FUND ADVISERS TRUST 440.08%0.14%0.20%Q2 2015Q1 20164
WELLINGTON MANAGEMENT GROUP LLP 310.00%0.00%0.00%Q3 2014Q1 20184
JANE STREET GROUP, LLC 210.00%0.00%0.00%Q1 2021Q2 20234
PDT Partners, LLC 210.02%0.03%0.06%Q1 2021Q3 20234
Elizabeth Park Capital Advisors, Ltd. 331.08%1.29%1.43%Q1 2023Q3 20233
Global Wealth Strategies & Associates 330.00%0.00%0.01%Q4 2022Q2 20233
Roof Eidam Maycock Peralta, LLC 330.10%0.10%0.10%Q2 2019Q4 20193
Mesirow Institutional Investment Management, Inc. 330.75%1.09%1.44%Q3 2022Q1 20233
Bowling Portfolio Management LLC 330.08%0.11%0.14%Q3 2016Q1 20173
Quantamental Technologies LLC 210.00%0.03%0.06%Q4 2018Q3 20193
Graham Capital Management, L.P. 210.01%0.01%0.02%Q3 2022Q2 20233
High Note Wealth, LLC 210.07%0.07%0.08%Q4 2021Q3 20223
WFG Advisors, LP 330.00%0.00%0.00%Q1 2015Q3 20153
Koshinski Asset Management, Inc. 330.00%0.00%0.01%Q3 2021Q1 20223
FIRST HAWAIIAN BANK 330.00%0.00%0.00%Q3 2018Q1 20193
Marshall Wace North America L.P. 210.00%0.00%0.01%Q4 2018Q4 20203
EAM Investors, LLC 210.16%0.24%0.37%Q2 2015Q4 20163
WELD CAPITAL MANAGEMENT LLC 330.07%0.09%0.11%Q3 2019Q1 20203
CANADA PENSION PLAN INVESTMENT BOARD 330.00%0.00%0.00%Q1 2021Q3 20213
Jump Financial, LLC 110.01%0.02%0.03%Q2 2021Q3 20223
Glassman Wealth Services 330.00%0.00%0.00%Q2 2022Q4 20223
TFS CAPITAL LLC 110.06%0.10%0.16%Q1 2015Q4 20163
Man Group plc 110.00%0.00%0.00%Q1 2018Q4 20213
McIlrath & Eck, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
Migdal Insurance & Financial Holdings Ltd. 330.00%0.00%0.00%Q1 2019Q3 20193
Catalyst Capital Advisors LLC 330.01%0.03%0.04%Q2 2017Q4 20173
LMCG INVESTMENTS, LLC 330.01%0.01%0.01%Q1 2015Q3 20153
OFI Advisors LLC 210.00%0.00%0.00%Q2 2012Q3 20153
Ergoteles LLC 110.01%0.01%0.01%Q3 2021Q3 20223
First Citizens Financial Corp 330.28%0.30%0.33%Q4 2020Q2 20213
Paloma Partners Management Co 210.01%0.01%0.01%Q4 2018Q2 20213
Campbell & CO Investment Adviser LLC 110.14%0.17%0.22%Q4 2018Q2 20233
TOTH FINANCIAL ADVISORY CORP 330.00%0.00%0.00%Q3 2022Q1 20233
Assured Investment Management LLC 210.00%0.00%0.00%Q1 2018Q1 20193
State of Tennessee, Treasury Department 210.00%0.00%0.00%Q3 2019Q4 20203
Jefferies Group LLC 110.00%0.00%0.01%Q2 2015Q3 20213
HHM Wealth Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
HARBOUR INVESTMENTS, INC. 330.01%0.01%0.01%Q1 2021Q3 20213
Virtu KCG Holdings LLC 210.01%0.01%0.02%Q1 2015Q4 20163
Y-Intercept (Hong Kong) Ltd 330.02%0.04%0.07%Q1 2023Q3 20233
Summit Trail Advisors, LLC 210.01%0.02%0.03%Q4 2017Q3 20183
NEW AMSTERDAM PARTNERS LLC/NY 330.49%0.50%0.51%Q1 2016Q3 20163
Artemis Investment Management LLP 220.07%0.08%0.09%Q1 2017Q2 20172
BALYASNY ASSET MANAGEMENT L.P. 110.00%0.00%0.00%Q2 2016Q3 20232
HUNTINGTON NATIONAL BANK 220.00%0.00%0.00%Q2 2023Q3 20232
Point72 Middle East FZE 220.00%0.01%0.01%Q2 2023Q3 20232
Unison Advisors LLC 220.05%0.05%0.06%Q2 2023Q3 20232
Berman Capital Advisors, LLC 110.00%0.00%0.00%Q2 2020Q3 20212
EVOKE WEALTH, LLC 220.00%0.00%0.00%Q3 2019Q4 20192
Prossimo Advisors, LLC 220.60%0.64%0.69%Q4 2022Q1 20232
OCCUDO QUANTITATIVE STRATEGIES LP 220.05%0.06%0.07%Q4 2022Q1 20232
BOOTHBAY FUND MANAGEMENT, LLC 220.06%0.08%0.09%Q1 2022Q2 20222
Cutler Capital Management, LLC 220.10%0.11%0.12%Q2 2016Q3 20162
Ameritas Advisory Services, LLC 110.01%0.01%0.01%Q4 2021Q1 20232
Cornerstone Advisors, Inc. 220.00%0.00%0.00%Q1 2019Q2 20192
FNY Managed Accounts LLC 220.01%0.02%0.02%Q2 2015Q3 20152
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q1 2017Q3 20232
Capital Advisors, Ltd. LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Newbridge Financial Services Group, Inc. 220.02%0.02%0.02%Q1 2021Q2 20212
AIGEN INVESTMENT MANAGEMENT, LP 220.00%0.00%0.00%Q4 2019Q1 20202
M&G INVESTMENT MANAGEMENT LTD 220.01%0.01%0.02%Q2 2021Q3 20212
Elequin Capital, LP 220.01%0.04%0.08%Q2 2023Q3 20232
TWO SIGMA SECURITIES, LLC 110.01%0.02%0.02%Q3 2017Q2 20222
Elk River Wealth Management, LLC 220.07%0.09%0.11%Q4 2021Q1 20222
Holocene Advisors, LP 110.01%0.01%0.01%Q4 2018Q1 20212
Emerald Acquisition Ltd. 220.00%0.00%0.00%Q2 2016Q3 20162
NICOLET ADVISORY SERVICES, LLC 220.20%0.21%0.22%Q2 2020Q3 20202
Gladius Capital Management LP 220.00%0.00%0.00%Q2 2023Q3 20232
CULLEN/FROST BANKERS, INC. 220.00%0.00%0.00%Q2 2021Q3 20212
Waratah Capital Advisors Ltd. 220.04%0.13%0.23%Q1 2017Q2 20172
Patten Group, Inc. 220.00%0.00%0.00%Q2 2018Q3 20182
361 CAPITAL LLC 220.28%0.29%0.29%Q1 2020Q2 20202
Baker Avenue Asset Management, LP 220.00%0.00%0.00%Q2 2023Q3 20232
VOLORIDGE INVESTMENT MANAGEMENT, LLC 110.00%0.01%0.01%Q2 2020Q3 20232
MENTA CAPITAL LLC 110.05%0.06%0.06%Q4 2014Q1 20172
Brookstone Capital Management 220.00%0.00%0.00%Q2 2015Q3 20152
Wellington Shields Capital Management, LLC 220.04%0.04%0.04%Q3 2014Q4 20142
ASSOCIATED BANC-CORP 220.00%0.00%0.00%Q3 2020Q4 20202
Connor, Clark & Lunn Investment Management Ltd. 220.01%0.01%0.01%Q4 2016Q1 20172
Virtu Financial LLC 110.01%0.02%0.03%Q4 2018Q2 20212
Cresset Asset Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
ARCADIA INVESTMENT MANAGEMENT CORP/MI 110.01%0.01%0.01%Q2 2016Q1 20172
PATHSTONE FAMILY OFFICE, LLC 110.00%0.01%0.02%Q1 2019Q3 20202
Fourthstone LLC 220.24%0.37%0.49%Q2 2023Q3 20232
Numerai GP LLC 220.53%0.89%1.24%Q2 2023Q3 20232
Financial Gravity Asset Management, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
LOS ANGELES CAPITAL MANAGEMENT LLC 220.00%0.00%0.00%Q1 2020Q2 20202
COMMONWEALTH EQUITY SERVICES, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
CIGNA INVESTMENTS INC /NEW 220.04%0.04%0.04%Q4 2017Q1 20182
CITIZENS FINANCIAL GROUP INC/RI 220.00%0.00%0.00%Q2 2019Q3 20192
TORONTO DOMINION BANK 220.00%0.00%0.00%Q1 2022Q2 20222
Quantitative Systematic Strategies LLC 220.07%0.07%0.07%Q3 2019Q4 20192
Pearl River Capital, LLC 220.07%0.09%0.10%Q4 2018Q1 20192
Aquatic Capital Management LLC 220.00%0.01%0.01%Q2 2023Q3 20232
DILLON & ASSOCIATES INC 110.04%0.04%0.04%Q1 2021Q4 20212
CHOREO, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
SECOR Capital Advisors, LP 110.03%0.12%0.20%Q1 2016Q4 20162
Quadrature Capital Ltd 220.01%0.01%0.02%Q1 2023Q2 20232
BURNEY CO/ 220.02%0.02%0.03%Q3 2016Q4 20162
FIRST QUADRANT LLC/CA 220.02%0.02%0.02%Q4 2017Q1 20182
Alpha DNA Investment Management LLC 110.29%0.29%0.29%Q1 2023Q1 20231
Garrett Wealth Advisory Group, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
BAROMETER CAPITAL MANAGEMENT INC. 110.02%0.02%0.02%Q1 2017Q1 20171
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Vanguard Personalized Indexing Management, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
XTX Topco Ltd 110.05%0.05%0.05%Q1 2023Q1 20231
Ausbil Investment Management Ltd 110.59%0.59%0.59%Q4 2022Q4 20221
Quantum Capital Management, LLC / NJ 110.45%0.45%0.45%Q2 2013Q2 20131
Hilltop Holdings Inc. 110.06%0.06%0.06%Q3 2018Q3 20181
Quarry LP 110.01%0.01%0.01%Q2 2023Q2 20231
CX Institutional 110.00%0.00%0.00%Q2 2019Q2 20191
NFJ INVESTMENT GROUP, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
Maple Capital Management, Inc. 110.06%0.06%0.06%Q2 2019Q2 20191
Bridgefront Capital, LLC 110.07%0.07%0.07%Q1 2021Q1 20211
Proficio Capital Partners LLC 110.00%0.00%0.00%Q2 2019Q2 20191
OBERWEIS ASSET MANAGEMENT INC/ 110.15%0.15%0.15%Q2 2016Q2 20161
GREAT LAKES ADVISORS, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Winslow, Evans & Crocker, Inc. 110.00%0.00%0.00%Q1 2019Q1 20191
Irving Magee Investment Management 111.05%1.05%1.05%Q1 2017Q1 20171
Angeles Investment Advisors, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Verition Fund Management LLC 110.00%0.00%0.00%Q1 2021Q1 20211
FSI GROUP, LLC 112.23%2.23%2.23%Q4 2016Q4 20161
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Consector Capital, LP 111.80%1.80%1.80%Q1 2016Q1 20161
Geneos Wealth Management Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
NewEdge Advisors, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Hexavest Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
Financial Gravity Companies, Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
MACROVIEW INVESTMENT MANAGEMENT LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Delpha Capital Management, LLC 110.03%0.03%0.03%Q4 2017Q4 20171
Affiance Financial, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
GROUP ONE TRADING, L.P. 110.00%0.00%0.00%Q3 2021Q3 20211
Point72 Asset Management, L.P. 110.00%0.00%0.00%Q3 2023Q3 20231
Ground Swell Capital, LLC 110.01%0.01%0.01%Q2 2014Q2 20141
CAPITAL FUND MANAGEMENT S.A. 110.00%0.00%0.00%Q1 2019Q1 20191
Amalgamated Financial Corp. 110.00%0.00%0.00%Q1 2022Q1 20221
Edgestream Partners, L.P. 110.03%0.03%0.03%Q2 2023Q2 20231
Janney Montgomery Scott LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Arden Trust Co 110.00%0.00%0.00%Q1 2020Q1 20201
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
Manchester Capital Management LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Convergence Investment Partners, LLC 110.07%0.07%0.07%Q2 2015Q2 20151
Steward Partners Investment Advisory, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
CENTRAL TRUST Co 110.00%0.00%0.00%Q3 2023Q3 20231
Ellevest, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Virtus Fund Advisers, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
EverSource Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
LPL Financial LLC 110.00%0.00%0.00%Q4 2022Q4 20221
SPRING CREEK CAPITAL LLC 110.03%0.03%0.03%Q2 2018Q2 20181
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q4 2013Q4 20131
Crosspoint Capital Strategies, LLC 110.01%0.01%0.01%Q2 2015Q2 20151
SENTINEL ASSET MANAGEMENT, INC. 110.12%0.12%0.12%Q3 2017Q3 20171
Versor Investments LP 110.05%0.05%0.05%Q3 2023Q3 20231
NewSquare Capital LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Cordant, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Transform Wealth, LLC 110.05%0.05%0.05%Q2 2019Q2 20191
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Americana Partners, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
PICTET ASSET MANAGEMENT SA 110.00%0.00%0.00%Q4 2022Q4 20221
V Wealth Advisors LLC 110.04%0.04%0.04%Q2 2023Q2 20231
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 110.00%0.00%0.00%Q2 2013Q2 20131
Mitsubishi UFJ Asset Management Co., Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Walleye Capital LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
AMARILLO NATIONAL BANK 110.17%0.17%0.17%Q1 2021Q1 20211
Freedom Investment Management, Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
AHL Partners LLP 110.01%0.01%0.01%Q1 2017Q1 20171
Hillsdale Investment Management Inc. 110.05%0.05%0.05%Q1 2023Q1 20231
Loveless Wealth Management LLC 110.25%0.25%0.25%Q4 2019Q4 20191
EJF Capital LLC 110.57%0.57%0.57%Q3 2023Q3 20231
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q2 2020Q2 20201
JBJ Investment Partners, LLC 110.03%0.03%0.03%Q1 2019Q1 20191
ELLINGTON MANAGEMENT GROUP LLC 110.06%0.06%0.06%Q2 2019Q2 20191
MACKENZIE FINANCIAL CORP 110.00%0.00%0.00%Q1 2020Q1 20201
Bayesian Capital Management, LP 110.03%0.03%0.03%Q1 2023Q1 20231
MOODY NATIONAL BANK TRUST DIVISION 110.00%0.00%0.00%Q1 2019Q1 20191
BlueCrest Capital Management Ltd 110.01%0.01%0.01%Q3 2018Q3 20181
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Blackhawk Capital Partners LLC. 111.05%1.05%1.05%Q2 2022Q2 20221
EXCHANGE TRADED CONCEPTS, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
AE Wealth Management LLC 110.00%0.00%0.00%Q1 2023Q1 20231
CLEAR STREET MARKETS LLC 110.37%0.37%0.37%Q2 2016Q2 20161
PIEDMONT INVESTMENT ADVISORS INC 110.00%0.00%0.00%Q2 2018Q2 20181
HIGHLAND CAPITAL MANAGEMENT LP 110.02%0.02%0.02%Q1 2017Q1 20171
Empowered Funds, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
AJO, LP 110.01%0.01%0.01%Q4 2017Q4 20171
MGO ONE SEVEN LLC 110.00%0.00%0.00%Q4 2018Q4 20181
1st Global Advisors, Inc. 110.04%0.04%0.04%Q1 2017Q1 20171
Cerro Pacific Wealth Advisors LLC 110.20%0.20%0.20%Q4 2020Q4 20201
TSFG, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
MCKINLEY CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q2 2016Q2 20161
External links

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