HOULIHAN LOKEY INC shareholder history

Current and past HOULIHAN LOKEY INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 2910.00%0.00%0.00%Q3 2015Q3 202365
Citadel Advisors 2430.00%0.00%0.01%Q3 2015Q3 202358
NORTHERN TRUST CORP 33330.00%0.01%0.01%Q3 2015Q3 202333
WELLS FARGO & COMPANY/MN 33330.00%0.01%0.02%Q3 2015Q3 202333
VANGUARD GROUP INC 33330.00%0.01%0.01%Q3 2015Q3 202333
Burgundy Asset Management Ltd. 33330.25%0.89%2.19%Q3 2015Q3 202333
PRINCIPAL FINANCIAL GROUP INC 33330.00%0.00%0.02%Q3 2015Q3 202333
FRANKLIN RESOURCES INC 33330.01%0.02%0.06%Q3 2015Q3 202333
BANK OF AMERICA CORP /DE/ 33330.00%0.01%0.01%Q3 2015Q3 202333
DEUTSCHE BANK AG\ 33330.00%0.00%0.01%Q3 2015Q3 202333
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 33330.00%0.01%0.01%Q3 2015Q3 202333
STRS OHIO 33330.00%0.01%0.02%Q3 2015Q3 202333
UBS Group AG 33330.00%0.00%0.01%Q3 2015Q3 202333
MORGAN STANLEY 33330.00%0.00%0.01%Q3 2015Q3 202333
MACQUARIE GROUP LTD 33330.00%0.02%0.05%Q3 2015Q3 202333
ALLIANCEBERNSTEIN L.P. 33330.02%0.05%0.11%Q3 2015Q3 202333
STATE STREET CORP 33330.00%0.00%0.01%Q3 2015Q3 202333
BNP PARIBAS FINANCIAL MARKETS 33330.00%0.00%0.01%Q3 2015Q3 202333
GEODE CAPITAL MANAGEMENT, LLC 33330.00%0.01%0.01%Q3 2015Q3 202333
CITIGROUP INC 33330.00%0.00%0.01%Q3 2015Q3 202333
Bank of New York Mellon Corp 33330.00%0.00%0.01%Q3 2015Q3 202333
PRICE T ROWE ASSOCIATES INC /MD/ 33330.00%0.01%0.01%Q3 2015Q3 202333
NEW YORK STATE COMMON RETIREMENT FUND 32320.00%0.02%0.05%Q4 2015Q3 202332
Swiss National Bank 32320.00%0.00%0.01%Q4 2015Q3 202332
JPMORGAN CHASE & CO 32320.00%0.00%0.00%Q4 2015Q3 202332
RHUMBLINE ADVISERS 32320.00%0.01%0.01%Q4 2015Q3 202332
ROYAL BANK OF CANADA 3110.00%0.00%0.00%Q3 2015Q3 202332
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 32320.00%0.01%0.01%Q4 2015Q3 202332
MILLENNIUM MANAGEMENT LLC 1740.00%0.02%0.06%Q3 2015Q3 202331
BlackRock Inc. 31310.00%0.01%0.01%Q1 2016Q3 202331
CREDIT SUISSE AG/ 3010.00%0.00%0.01%Q3 2015Q3 202331
THRIVENT FINANCIAL FOR LUTHERANS 21100.00%0.08%0.24%Q4 2015Q3 202331
AMERICAN INTERNATIONAL GROUP, INC. 31310.00%0.01%0.01%Q1 2016Q3 202331
MANUFACTURERS LIFE INSURANCE COMPANY, THE 3010.00%0.00%0.01%Q4 2015Q3 202331
Legal & General Group Plc 30300.00%0.00%0.00%Q2 2016Q3 202330
GOLDMAN SACHS GROUP INC 30300.00%0.01%0.02%Q2 2016Q3 202330
BARCLAYS PLC 2910.00%0.00%0.00%Q1 2016Q3 202330
Invesco Ltd. 2910.00%0.00%0.00%Q1 2016Q3 202330
METROPOLITAN LIFE INSURANCE CO/NY 30300.00%0.01%0.02%Q4 2015Q1 202330
ROYCE & ASSOCIATES LP 29290.05%0.27%0.58%Q3 2016Q3 202329
D. E. Shaw & Co., Inc. 16120.00%0.00%0.02%Q3 2015Q3 202328
GREAT WEST LIFE ASSURANCE CO /CAN/ 16120.00%0.00%0.00%Q3 2016Q3 202328
PNC FINANCIAL SERVICES GROUP, INC. 2220.00%0.00%0.00%Q3 2015Q3 202328
Russell Investments Group, Ltd. 28280.00%0.01%0.04%Q4 2016Q3 202328
ENVESTNET ASSET MANAGEMENT INC 2070.00%0.01%0.02%Q4 2016Q3 202327
AMERIPRISE FINANCIAL INC 27270.01%0.03%0.05%Q1 2017Q3 202327
FEDERATED HERMES, INC. 27270.00%0.01%0.09%Q1 2016Q3 202227
Ariel Investments 27270.10%0.48%0.86%Q1 2016Q3 202227
VOYA INVESTMENT MANAGEMENT LLC 27270.00%0.04%0.14%Q1 2017Q3 202327
PRUDENTIAL FINANCIAL INC 27270.00%0.01%0.02%Q1 2017Q3 202327
Neuberger Berman Group LLC 27270.02%0.09%0.13%Q1 2017Q3 202327
PARAMETRIC PORTFOLIO ASSOCIATES LLC 27270.00%0.00%0.01%Q3 2015Q1 202227
STIFEL FINANCIAL CORP 27270.01%0.02%0.06%Q1 2017Q3 202327
Harbor Advisors LLC 27270.21%0.39%0.57%Q1 2017Q3 202327
Ameritas Investment Partners, Inc. 27270.00%0.03%0.06%Q1 2017Q3 202327
FMR LLC 2210.00%0.00%0.01%Q2 2016Q3 202327
DIMENSIONAL FUND ADVISORS LP 27270.00%0.02%0.02%Q1 2017Q3 202327
J.P. Morgan Private Wealth Advisors LLC 26260.00%0.01%0.01%Q2 2017Q3 202326
UBS ASSET MANAGEMENT AMERICAS INC 2510.00%0.00%0.00%Q4 2015Q3 202326
AQR Capital Management 16100.00%0.00%0.00%Q1 2017Q3 202326
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 25250.00%0.01%0.01%Q3 2017Q3 202325
Tower Research Capital LLC (TRC) 1410.00%0.01%0.03%Q3 2015Q3 202325
Allianz Asset Management GmbH 25250.00%0.01%0.03%Q3 2015Q3 202125
SCHRODER INVESTMENT MANAGEMENT GROUP 2040.00%0.04%0.10%Q3 2017Q3 202324
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 1950.00%0.02%0.04%Q3 2017Q3 202324
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1510.00%0.02%0.04%Q1 2017Q3 202324
MetLife Investment Management, LLC 24240.00%0.01%0.02%Q4 2017Q3 202324
Advisory Services Network, LLC 2310.00%0.01%0.01%Q1 2017Q3 202324
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 24240.04%0.60%0.84%Q4 2017Q3 202324
BAMCO INC /NY/ 24240.08%0.27%0.40%Q4 2017Q3 202324
FIRST TRUST ADVISORS LP 24240.00%0.04%0.10%Q4 2017Q3 202324
RAYMOND JAMES & ASSOCIATES 24240.00%0.01%0.01%Q4 2017Q3 202324
PANAGORA ASSET MANAGEMENT INC 2040.00%0.02%0.05%Q3 2016Q4 202224
Zurcher Kantonalbank (Zurich Cantonalbank) 24240.00%0.00%0.01%Q4 2017Q3 202324
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 23230.00%0.00%0.00%Q1 2018Q3 202323
US BANCORP \DE\ 23230.00%0.00%0.01%Q1 2018Q3 202323
Avior Wealth Management, LLC 23230.08%0.12%0.18%Q1 2018Q3 202323
REGIONS FINANCIAL CORP 23230.00%0.01%0.02%Q1 2018Q3 202323
Renaissance Technologies 810.00%0.01%0.02%Q3 2016Q2 202323
NATIXIS ADVISORS, L.P. 23230.05%0.10%0.18%Q1 2018Q3 202323
HSBC HOLDINGS PLC 2010.00%0.00%0.00%Q3 2017Q3 202323
SEI INVESTMENTS CO 1710.00%0.03%0.10%Q2 2017Q3 202323
Voya Financial Advisors, Inc. 22220.02%0.03%0.06%Q2 2018Q3 202322
NORDEA INVESTMENT MANAGEMENT AB 22220.01%0.05%0.09%Q2 2018Q3 202322
FIFTH THIRD BANCORP 22220.00%0.01%0.02%Q2 2018Q3 202322
BOKF, NA 1390.00%0.02%0.03%Q1 2018Q3 202322
BANK OF MONTREAL /CAN/ 1910.00%0.00%0.00%Q3 2016Q3 202322
EARNEST PARTNERS LLC 22220.19%1.29%2.13%Q2 2018Q3 202322
NORGES BANK 1240.00%0.01%0.01%Q3 2015Q4 202221
Brookstone Capital Management 21210.01%0.02%0.04%Q3 2018Q3 202321
GW&K Investment Management, LLC 21210.06%0.42%0.68%Q3 2018Q3 202321
HighTower Advisors, LLC 21210.00%0.01%0.06%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.02%Q3 2018Q3 202321
JAMES INVESTMENT RESEARCH INC 1290.02%0.14%0.58%Q2 2017Q3 202321
MEEDER ASSET MANAGEMENT INC 1470.00%0.01%0.04%Q2 2017Q3 202221
TWO SIGMA ADVISERS, LP 1560.00%0.01%0.03%Q1 2016Q4 202221
VICTORY CAPITAL MANAGEMENT INC 640.00%0.00%0.01%Q3 2016Q3 202320
Man Group plc 1810.00%0.02%0.05%Q2 2018Q3 202320
Weil Company, Inc. 20200.58%2.01%3.49%Q4 2018Q3 202320
SG Americas Securities, LLC 1210.00%0.00%0.01%Q2 2017Q3 202320
Steward Partners Investment Advisory, LLC 1820.00%0.00%0.00%Q2 2018Q3 202320
LOS ANGELES CAPITAL MANAGEMENT LLC 1280.00%0.01%0.02%Q3 2017Q1 202320
AMALGAMATED BANK 1910.01%0.01%0.02%Q2 2018Q3 202320
ALPS ADVISORS INC 1140.00%0.02%0.06%Q1 2017Q3 202319
SAWGRASS ASSET MANAGEMENT LLC 720.01%0.04%0.08%Q2 2017Q3 202319
AMERICAN CENTURY COMPANIES INC 1110.00%0.00%0.01%Q4 2016Q3 202319
CWM, LLC 1180.00%0.00%0.01%Q4 2018Q3 202319
JENNISON ASSOCIATES LLC 19190.01%0.02%0.04%Q1 2019Q3 202319
Squarepoint Ops LLC 820.00%0.01%0.04%Q4 2016Q3 202319
Pier Capital, LLC 19190.96%1.34%1.84%Q1 2019Q3 202319
Lindbrook Capital, LLC 19190.00%0.00%0.00%Q1 2019Q3 202319
Van Berkom & Associates Inc. 19190.38%2.67%3.81%Q1 2019Q3 202319
EAGLE ASSET MANAGEMENT INC 19190.02%0.08%0.11%Q1 2019Q3 202319
MML INVESTORS SERVICES, LLC 18180.00%0.01%0.01%Q2 2019Q3 202318
CONNABLE OFFICE INC 18180.05%0.09%0.12%Q2 2019Q3 202318
TEACHER RETIREMENT SYSTEM OF TEXAS 1230.00%0.00%0.01%Q4 2015Q3 202318
LADENBURG THALMANN FINANCIAL SERVICES INC. 18180.00%0.00%0.00%Q3 2015Q4 201918
CAPTRUST FINANCIAL ADVISORS 1530.00%0.00%0.01%Q1 2019Q3 202318
Rockefeller Capital Management L.P. 18180.00%0.00%0.00%Q1 2019Q2 202318
OPPENHEIMER ASSET MANAGEMENT INC. 18180.02%0.04%0.06%Q2 2019Q3 202318
First Bank & Trust 18180.01%0.08%0.14%Q2 2019Q3 202318
Nuveen Asset Management, LLC 18180.00%0.00%0.01%Q2 2019Q3 202318
SIGNATUREFD, LLC 17170.00%0.00%0.01%Q3 2019Q3 202317
Global Retirement Partners, LLC 1610.00%0.00%0.01%Q4 2017Q3 202317
RESOURCES MANAGEMENT CORP /CT/ /ADV 17170.01%0.05%0.08%Q3 2019Q3 202317
FIL Ltd 1520.00%0.01%0.04%Q1 2016Q3 202317
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 1430.00%0.00%0.01%Q2 2019Q3 202317
HUNTINGTON NATIONAL BANK 1610.00%0.00%0.00%Q3 2018Q3 202317
COMMERCE BANK 17170.00%0.00%0.01%Q3 2019Q3 202317
GLOBEFLEX CAPITAL L P 1320.02%0.33%0.62%Q3 2017Q2 202217
Cubist Systematic Strategies, LLC 910.00%0.03%0.11%Q3 2015Q1 202317
ASSETMARK, INC 17170.00%0.00%0.00%Q3 2019Q3 202317
Private Capital Group, LLC 17170.00%0.02%0.05%Q2 2018Q2 202217
Parkside Financial Bank & Trust 880.00%0.00%0.00%Q2 2017Q3 202316
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 16160.04%0.05%0.07%Q4 2019Q3 202316
TWO SIGMA INVESTMENTS, LP 710.00%0.01%0.04%Q1 2016Q4 202216
BELLEVUE ASSET MANAGEMENT, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
TRUIST FINANCIAL CORP 16160.00%0.01%0.01%Q4 2019Q3 202316
First Horizon Advisors, Inc. 1060.00%0.00%0.00%Q3 2019Q3 202316
Parallel Advisors, LLC 1510.00%0.00%0.00%Q2 2017Q3 202316
FIDUCIARY MANAGEMENT INC /WI/ 16160.19%0.79%1.26%Q4 2019Q3 202316
EATON VANCE MANAGEMENT 16160.01%0.02%0.03%Q4 2018Q3 202216
IndexIQ Advisors LLC 970.01%0.03%0.08%Q2 2017Q1 202216
ACADIAN ASSET MANAGEMENT LLC 910.00%0.02%0.08%Q1 2017Q4 202216
LPL Financial LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
BALYASNY ASSET MANAGEMENT L.P. 410.00%0.01%0.04%Q3 2015Q3 202316
American Portfolios Advisors 15150.00%0.01%0.02%Q1 2019Q3 202215
Versant Capital Management, Inc 15150.00%0.01%0.01%Q2 2020Q4 202315
Integrated Investment Consultants, LLC 15150.12%0.20%0.26%Q1 2020Q3 202315
Arizona State Retirement System 15150.01%0.01%0.01%Q1 2020Q3 202315
ARGENT CAPITAL MANAGEMENT LLC 15150.02%0.25%0.88%Q1 2020Q3 202315
Robeco Institutional Asset Management B.V. 1120.00%0.03%0.07%Q4 2017Q2 202315
TEACHERS ADVISORS, LLC 15150.00%0.01%0.02%Q3 2015Q1 201915
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
JANUS HENDERSON GROUP PLC 1010.00%0.00%0.00%Q3 2019Q3 202315
ProShare Advisors LLC 1210.00%0.00%0.00%Q2 2018Q1 202315
IFP Advisors, Inc 810.00%0.00%0.00%Q2 2018Q3 202315
WINTON GROUP Ltd 15150.01%0.06%0.14%Q1 2018Q3 202115
FLPUTNAM INVESTMENT MANAGEMENT CO 15150.16%0.51%0.58%Q1 2020Q3 202315
Wealth Alliance 15150.04%0.08%0.14%Q1 2020Q3 202315
FinTrust Capital Advisors, LLC 870.01%0.02%0.03%Q4 2018Q3 202215
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
VOLORIDGE INVESTMENT MANAGEMENT, LLC 1410.00%0.02%0.05%Q2 2019Q1 202315
GLENMEDE TRUST CO NA 1050.00%0.00%0.01%Q4 2019Q3 202315
Ancora Advisors LLC 15150.03%0.52%0.80%Q1 2020Q3 202315
West Coast Financial LLC 15150.92%1.54%1.77%Q1 2020Q3 202315
INTRUST BANK NA 15150.06%0.07%0.10%Q1 2020Q3 202315
Grandeur Peak Global Advisors, LLC 15150.04%0.32%0.70%Q1 2020Q3 202315
Holocene Advisors, LP 1310.00%0.01%0.03%Q3 2018Q2 202315
QUADRANT CAPITAL GROUP LLC 15150.00%0.00%0.02%Q1 2020Q3 202315
Cannell & Co. 1310.01%0.04%0.06%Q4 2015Q3 202315
TIAA CREF INVESTMENT MANAGEMENT LLC 15150.00%0.00%0.01%Q3 2015Q1 201915
Schonfeld Strategic Advisors LLC 610.00%0.07%0.28%Q1 2019Q3 202314
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 14140.00%0.01%0.07%Q2 2020Q3 202314
WELLINGTON MANAGEMENT GROUP LLP 510.00%0.01%0.06%Q1 2018Q3 202314
Handelsbanken Fonder AB 14140.00%0.00%0.01%Q2 2020Q3 202314
GHP Investment Advisors, Inc. 14140.10%0.67%0.87%Q2 2020Q3 202314
Intercontinental Wealth Advisors, LLC 14140.36%0.41%0.54%Q1 2020Q2 202314
Dynamic Technology Lab Private Ltd 310.02%0.11%0.29%Q3 2016Q1 202314
HARBOR INVESTMENT ADVISORY, LLC 14140.01%0.02%0.02%Q1 2020Q2 202314
Polen Capital Management 14140.01%0.03%0.04%Q2 2020Q3 202314
CENTRAL TRUST Co 1130.00%0.00%0.00%Q1 2020Q3 202314
WHITTIER TRUST CO 14140.02%0.04%0.10%Q2 2020Q3 202314
MACKENZIE FINANCIAL CORP 820.00%0.00%0.01%Q1 2016Q1 202314
GSA CAPITAL PARTNERS LLP 710.02%0.06%0.12%Q4 2015Q2 202114
FIRST MANHATTAN CO. LLC. 1220.00%0.00%0.00%Q1 2019Q2 202314
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 640.00%0.00%0.00%Q2 2017Q3 202214
Raymond James Financial Services Advisors, Inc. 14140.00%0.00%0.00%Q2 2020Q3 202314
Vestcor Inc 14140.01%0.26%0.66%Q2 2020Q3 202314
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 14141.66%1.84%2.12%Q2 2020Q3 202314
Walleye Trading LLC 310.00%0.00%0.01%Q4 2016Q3 202314
AE Wealth Management LLC 14140.00%0.01%0.02%Q2 2020Q3 202314
Column Capital Advisors, LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
Geneos Wealth Management Inc. 14140.03%0.06%0.10%Q2 2020Q3 202314
State of New Jersey Common Pension Fund D 14140.01%0.01%0.01%Q2 2020Q3 202314
MARTINGALE ASSET MANAGEMENT L P 1130.00%0.02%0.03%Q4 2017Q1 202314
SEGALL BRYANT & HAMILL, LLC 14140.02%0.07%0.15%Q2 2020Q3 202314
WHITTIER TRUST CO OF NEVADA INC 14140.02%0.04%0.10%Q2 2020Q3 202314
Harel Insurance Investments & Financial Services Ltd. 1120.00%0.00%0.01%Q3 2019Q3 202313
Sound Income Strategies, LLC 13130.00%0.00%0.00%Q4 2017Q4 202013
ALPINE WOODS CAPITAL INVESTORS, LLC 13130.05%0.10%0.15%Q3 2020Q3 202313
FDx Advisors, Inc. 710.01%0.02%0.02%Q1 2018Q3 202313
PARK AVENUE SECURITIES LLC 13130.01%0.01%0.02%Q3 2020Q3 202313
NISA INVESTMENT ADVISORS, LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Illinois Municipal Retirement Fund 13130.02%0.03%0.04%Q3 2020Q3 202313
EMERALD MUTUAL FUND ADVISERS TRUST 13130.14%0.76%1.06%Q3 2020Q3 202313
CAROLINAS WEALTH CONSULTING LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 13131.85%2.24%2.67%Q3 2020Q3 202313
OXFORD ASSET MANAGEMENT LLP 910.02%0.05%0.08%Q1 2016Q3 201913
Origin Asset Management LLP 660.02%0.09%0.19%Q4 2017Q3 202212
FIRST MERCANTILE TRUST CO 12120.01%0.01%0.01%Q3 2015Q2 201812
FULTON BANK, N.A. 12120.01%0.02%0.04%Q1 2021Q4 202312
Montanaro Asset Management Ltd 12121.22%1.77%2.66%Q4 2020Q3 202312
MONETA GROUP INVESTMENT ADVISORS LLC 12120.01%0.02%0.02%Q4 2020Q3 202312
CI INVESTMENTS INC. 12120.00%0.00%0.00%Q4 2020Q3 202312
EMERALD ADVISERS, LLC 12120.65%0.77%0.94%Q4 2020Q3 202312
CRAWFORD INVESTMENT COUNSEL INC 12120.08%0.13%0.15%Q4 2020Q3 202312
BBVA USA Bancshares, Inc. 12120.04%0.12%0.17%Q2 2018Q1 202112
BLAIR WILLIAM & CO/IL 710.00%0.00%0.00%Q1 2018Q3 202312
CNA FINANCIAL CORP 12120.11%0.42%0.53%Q1 2020Q4 202212
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 310.00%0.00%0.00%Q2 2018Q2 202312
Engineers Gate Manager LP 610.01%0.06%0.12%Q1 2018Q4 202212
ATLANTA CAPITAL MANAGEMENT CO L L C 12120.09%0.19%0.25%Q4 2019Q3 202212
B. Riley Wealth Advisors, Inc. 720.01%0.02%0.04%Q1 2018Q4 202112
ETRADE Capital Management LLC 12120.01%0.01%0.01%Q3 2017Q2 202012
State of Wyoming 11110.00%0.09%0.19%Q1 2021Q3 202311
Creative Planning 830.00%0.00%0.00%Q3 2015Q3 202311
WESTWOOD HOLDINGS GROUP INC 11110.00%0.29%0.55%Q2 2018Q4 202011
NewEdge Advisors, LLC 920.01%0.14%0.56%Q2 2020Q3 202311
SRS Capital Advisors, Inc. 1010.00%0.00%0.00%Q4 2020Q3 202311
Summit Global Investments 11110.06%0.29%0.51%Q2 2020Q4 202211
Spire Wealth Management 11110.00%0.00%0.00%Q1 2021Q3 202311
EVOKE WEALTH, LLC 1010.00%0.01%0.04%Q3 2019Q3 202211
JANE STREET GROUP, LLC 410.00%0.00%0.00%Q1 2017Q3 202311
Janney Montgomery Scott LLC 740.00%0.00%0.00%Q3 2018Q2 202311
VAN ECK ASSOCIATES CORP 11110.00%0.00%0.00%Q1 2021Q3 202311
Bedel Financial Consulting, Inc. 11110.00%0.00%0.00%Q3 2019Q1 202211
ClearBridge Investments 11110.02%0.06%0.12%Q1 2021Q3 202311
Vestmark Advisory Solutions, Inc. 11110.01%0.02%0.02%Q4 2020Q2 202311
Atria Investments, Inc 1010.01%0.02%0.04%Q4 2019Q3 202311
DENALI ADVISORS LLC 620.00%0.02%0.15%Q3 2016Q2 202311
Stone Ridge Asset Management LLC 11110.05%0.07%0.10%Q4 2017Q2 202011
CORNERCAP INVESTMENT COUNSEL INC 610.10%0.12%0.14%Q4 2016Q4 202011
BESSEMER GROUP INC 530.00%0.00%0.00%Q4 2017Q3 202311
PRUDENTIAL PLC 650.01%0.03%0.06%Q1 2020Q4 202211
Taylor Frigon Capital Management LLC 10100.44%0.69%0.94%Q2 2021Q3 202310
FineMark National Bank & Trust 10100.13%0.17%0.22%Q2 2021Q3 202310
Teamwork Financial Advisors, LLC 10100.13%0.25%0.49%Q2 2020Q3 202210
Jackson, Grant Investment Advisers, Inc. 10100.01%0.01%0.02%Q4 2020Q1 202310
Hillsdale Investment Management Inc. 420.00%0.11%0.24%Q3 2017Q4 202010
AlphaCrest Capital Management LLC 410.02%0.07%0.19%Q3 2019Q3 202210
DAVENPORT & Co LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
KB FINANCIAL PARTNERS, LLC 820.00%0.00%0.01%Q1 2021Q3 202310
FIRST QUADRANT LLC/CA 10100.00%0.04%0.13%Q2 2017Q3 201910
Allworth Financial LP 520.00%0.00%0.00%Q1 2020Q3 202310
PEAK6 Investments LLC 410.00%0.00%0.01%Q4 2019Q1 202210
STATE OF WISCONSIN INVESTMENT BOARD 610.00%0.00%0.00%Q3 2020Q3 202310
Glassman Wealth Services 10100.00%0.00%0.00%Q2 2021Q3 202310
NAPLES GLOBAL ADVISORS, LLC 10100.04%0.07%0.09%Q2 2021Q3 202310
Private Advisor Group, LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
Anchor Investment Management, LLC 10100.01%0.01%0.01%Q3 2021Q4 202310
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.00%Q2 2018Q3 202010
Verition Fund Management LLC 310.00%0.01%0.03%Q1 2018Q2 202310
SIMPLEX TRADING, LLC 410.00%0.00%0.00%Q3 2017Q4 202210
Mondrian Investment Partners LTD 10100.00%0.10%0.18%Q4 2019Q1 202210
Qube Research & Technologies Ltd 410.00%0.01%0.02%Q4 2019Q2 202310
NFJ INVESTMENT GROUP, LLC 10100.09%0.11%0.13%Q1 2021Q2 202310
APG Asset Management N.V. 640.00%0.01%0.02%Q2 2018Q1 202110
XPONANCE, INC. 10100.00%0.00%0.00%Q2 2021Q3 202310
GUGGENHEIM CAPITAL LLC 720.00%0.01%0.01%Q2 2021Q3 20239
DUPONT CAPITAL MANAGEMENT CORP 720.00%0.03%0.05%Q4 2016Q1 20229
NN Investment Partners Holdings N.V. 990.01%0.01%0.01%Q1 2020Q1 20229
Nationwide Fund Advisors 990.00%0.00%0.01%Q3 2015Q3 20179
Capital Impact Advisors, LLC 990.21%0.38%0.85%Q2 2021Q2 20239
AXA S.A. 990.00%0.00%0.02%Q1 2021Q1 20239
Pearl River Capital, LLC 610.05%0.11%0.19%Q2 2020Q2 20239
TCI Wealth Advisors, Inc. 990.00%0.00%0.01%Q1 2021Q1 20239
TimesSquare Capital Management, LLC 990.14%0.28%0.41%Q1 2019Q1 20219
Eagle Bay Advisors LLC 630.00%0.00%0.02%Q2 2021Q3 20239
Gradient Investments LLC 540.00%0.01%0.03%Q2 2016Q3 20189
Empowered Funds, LLC 510.02%0.20%0.53%Q3 2017Q3 20239
LAZARD ASSET MANAGEMENT LLC 510.00%0.00%0.01%Q3 2019Q3 20229
RENAISSANCE GROUP LLC 880.06%0.07%0.08%Q2 2021Q1 20238
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
Fiera Capital Corp 880.01%0.01%0.01%Q4 2021Q3 20238
EXCHANGE TRADED CONCEPTS, LLC 710.00%0.00%0.02%Q3 2020Q4 20228
Allspring Global Investments Holdings, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Washington Trust Advisors, Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Ensign Peak Advisors, Inc 880.00%0.00%0.01%Q4 2021Q3 20238
SYNOVUS FINANCIAL CORP 880.00%0.00%0.00%Q3 2018Q2 20208
JFS WEALTH ADVISORS, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Covestor Ltd 880.06%0.11%0.16%Q4 2021Q3 20238
Summit Trail Advisors, LLC 710.00%0.01%0.02%Q4 2017Q3 20238
FourThought Financial, LLC 880.06%0.07%0.08%Q4 2020Q3 20228
MARSHALL WACE, LLP 610.00%0.03%0.12%Q2 2018Q2 20238
Xact Kapitalforvaltning AB 880.00%0.01%0.01%Q2 2018Q1 20208
Manchester Capital Management LLC 440.00%0.00%0.00%Q3 2021Q3 20238
PICTET ASSET MANAGEMENT SA 880.00%0.00%0.01%Q3 2021Q2 20238
YorkBridge Wealth Partners, LLC 530.00%0.05%0.09%Q4 2017Q4 20228
Inspire Investing, LLC 410.03%0.05%0.10%Q4 2017Q2 20228
VELA Investment Management, LLC 880.26%0.43%0.58%Q4 2021Q3 20238
Sheaff Brock Investment Advisors, LLC 620.09%0.11%0.14%Q2 2017Q2 20228
C M BIDWELL & ASSOCIATES LTD 880.00%0.04%0.19%Q2 2020Q1 20228
Valeo Financial Advisors, LLC 880.00%0.00%0.00%Q2 2019Q1 20218
ALPHA WINDWARD LLC 530.29%0.31%0.33%Q3 2017Q3 20198
OKABENA INVESTMENT SERVICES INC 880.00%0.10%0.60%Q4 2021Q3 20238
Vigilant Capital Management, LLC 880.00%0.47%1.96%Q3 2021Q2 20238
Hexavest Inc. 880.00%0.01%0.02%Q3 2019Q2 20218
ELLINGTON MANAGEMENT GROUP LLC 310.02%0.07%0.16%Q4 2015Q2 20198
Hilton Capital Management, LLC 620.03%0.93%1.52%Q2 2020Q3 20238
Bell Investment Advisors, Inc 620.00%0.00%0.00%Q3 2021Q3 20238
Paloma Partners Management Co 310.01%0.01%0.02%Q1 2019Q2 20227
Dean Capital Management 520.53%1.06%1.84%Q3 2017Q3 20207
Marshall Wace North America L.P. 410.00%0.01%0.03%Q1 2017Q4 20207
HRT FINANCIAL LP 320.00%0.03%0.12%Q2 2021Q3 20237
Skandinaviska Enskilda Banken AB (publ) 770.01%0.01%0.01%Q1 2020Q3 20217
Kestra Advisory Services, LLC 410.00%0.00%0.00%Q2 2021Q3 20237
BB&T SECURITIES, LLC 770.01%0.01%0.01%Q1 2018Q3 20197
Grantham, Mayo, Van Otterloo & Co. LLC 520.00%0.05%0.10%Q1 2018Q3 20237
ExodusPoint Capital Management, LP 310.00%0.02%0.04%Q2 2020Q3 20237
ORIX Corp USA 7733.90%90.49%100.00%Q4 2017Q2 20197
Franklin, Parlapiano, Turner & Welch, LLC 772.10%2.35%2.68%Q1 2022Q3 20237
EQUITABLE TRUST CO 770.02%0.07%0.09%Q1 2022Q3 20237
MENDON CAPITAL ADVISORS CORP 770.43%0.71%1.29%Q3 2015Q1 20177
TUDOR INVESTMENT CORP ET AL 610.01%0.03%0.08%Q1 2018Q4 20217
EverSource Wealth Advisors, LLC 770.00%0.01%0.01%Q1 2022Q3 20237
Bartlett & Co. LLC 770.00%0.00%0.00%Q2 2022Q4 20237
Mirae Asset Global Investments Co., Ltd. 430.00%0.00%0.01%Q3 2020Q1 20237
Lenox Wealth Advisors, LLC 770.00%0.00%0.00%Q3 2020Q1 20227
ALPHASIMPLEX GROUP, LLC 770.35%0.64%0.88%Q2 2020Q4 20217
Rehmann Capital Advisory Group 770.00%0.00%0.00%Q1 2018Q3 20197
Cresset Asset Management, LLC 310.00%0.01%0.01%Q1 2019Q3 20237
JONES FINANCIAL COMPANIES LLLP 510.00%0.00%0.00%Q4 2020Q3 20237
ALGERT GLOBAL LLC 410.02%0.06%0.12%Q1 2018Q3 20237
Riverwater Partners LLC 510.21%0.24%0.28%Q4 2021Q4 20237
Parallax Volatility Advisers, L.P. 420.00%0.00%0.01%Q4 2017Q1 20207
Sowell Financial Services LLC 770.00%0.01%0.01%Q3 2019Q1 20217
DEAN INVESTMENT ASSOCIATES, LLC 520.31%0.64%1.02%Q3 2017Q3 20207
Ergoteles LLC 320.02%0.11%0.31%Q2 2021Q2 20237
AVIVA PLC 610.00%0.01%0.01%Q3 2021Q3 20237
PDT Partners, LLC 510.04%0.18%0.40%Q4 2020Q3 20237
Alberta Investment Management Corp 320.01%0.01%0.02%Q1 2020Q3 20237
Savior LLC 770.00%0.01%0.01%Q4 2019Q2 20217
CIGNA INVESTMENTS INC /NEW 770.02%0.06%0.11%Q2 2017Q4 20187
Brinker Capital Investments, LLC 610.00%0.02%0.04%Q3 2020Q4 20227
O'Shares Investment Advisers, LLC 770.19%0.22%0.26%Q3 2020Q1 20227
DUALITY ADVISERS, LP 320.02%0.08%0.29%Q3 2020Q1 20237
ENDEAVOUR CAPITAL ADVISORS INC 210.04%0.42%1.32%Q3 2015Q3 20197
Formidable Asset Management, LLC 660.06%0.08%0.10%Q3 2021Q4 20226
CAPITAL FUND MANAGEMENT S.A. 310.00%0.00%0.01%Q3 2017Q1 20226
Bogart Wealth, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Johnson Financial Group, Inc. 330.01%0.01%0.02%Q4 2021Q3 20236
Bayesian Capital Management, LP 210.05%0.08%0.14%Q2 2018Q3 20226
Quantbot Technologies LP 310.01%0.02%0.06%Q3 2017Q1 20216
CAXTON ASSOCIATES LP 210.02%0.06%0.09%Q3 2017Q1 20226
CIBC Asset Management Inc 660.00%0.00%0.00%Q2 2021Q3 20226
Schubert & Co 660.00%0.00%0.00%Q4 2021Q1 20236
Assenagon Asset Management S.A. 210.00%0.01%0.02%Q3 2018Q2 20236
TOWNSQUARE CAPITAL LLC 660.01%0.02%0.02%Q2 2022Q3 20236
Triasima Portfolio Management inc. 660.11%0.19%0.24%Q4 2020Q1 20226
BlackRock Fund Advisors 660.00%0.00%0.00%Q3 2015Q4 20166
Moloney Securities Asset Management, LLC 510.04%0.05%0.06%Q3 2021Q3 20236
Disciplined Investments, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
H2O AM LLP 661.26%1.74%2.23%Q1 2019Q2 20206
BENJAMIN EDWARDS INC 660.02%0.20%0.27%Q2 2020Q3 20216
COMERICA BANK 210.00%0.00%0.01%Q4 2019Q3 20236
Cutler Group LLC / CA 330.00%0.00%0.00%Q4 2015Q2 20166
HIGHBRIDGE CAPITAL MANAGEMENT LLC 410.01%0.03%0.08%Q3 2015Q2 20186
PRIVATE TRUST CO NA 660.00%0.00%0.00%Q2 2022Q3 20236
Convergence Investment Partners, LLC 410.03%0.10%0.13%Q1 2017Q2 20226
BlackRock Investment Management, LLC 660.00%0.00%0.00%Q3 2015Q4 20166
Laurel Wealth Advisors, Inc. 660.05%0.09%0.11%Q3 2021Q4 20226
Blue Trust, Inc. 660.00%0.00%0.01%Q2 2022Q3 20236
Capital Asset Advisory Services LLC 660.04%0.05%0.07%Q2 2020Q3 20216
Trek Financial, LLC 660.04%0.05%0.06%Q4 2020Q1 20226
BlackRock Institutional Trust Company, N.A. 660.00%0.00%0.00%Q3 2015Q4 20166
CULLEN/FROST BANKERS, INC. 420.00%0.00%0.00%Q2 2021Q3 20236
SECOR Capital Advisors, LP 420.03%0.18%0.53%Q3 2016Q1 20186
NEXT Financial Group, Inc 660.00%0.00%0.00%Q3 2020Q4 20216
BLACKROCK ADVISORS LLC 660.00%0.00%0.00%Q3 2015Q4 20166
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 510.00%0.00%0.00%Q3 2017Q1 20226
TWINBEECH CAPITAL LP 210.00%0.07%0.15%Q2 2020Q1 20236
SJS Investment Consulting Inc. 510.00%0.00%0.00%Q1 2022Q3 20236
KEYBANK NATIONAL ASSOCIATION/OH 660.00%0.00%0.00%Q2 2022Q3 20236
HBK INVESTMENTS L P 410.00%0.01%0.01%Q2 2017Q1 20236
AMP Capital Investors Ltd 510.00%0.00%0.01%Q4 2017Q3 20216
State of Tennessee, Treasury Department 420.00%0.00%0.00%Q4 2018Q2 20206
Winslow, Evans & Crocker, Inc. 510.00%0.01%0.02%Q3 2017Q1 20196
Galvin, Gaustad & Stein, LLC 660.03%0.04%0.04%Q4 2020Q1 20226
Spark Investment Management LLC 660.04%0.13%0.26%Q4 2016Q1 20186
Versor Investments LP 660.01%0.03%0.05%Q2 2021Q3 20226
SEIZERT CAPITAL PARTNERS, LLC 660.08%0.16%0.19%Q3 2021Q4 20226
Jackson Creek Investment Advisors LLC 660.32%0.40%0.44%Q4 2020Q1 20226
Laurion Capital Management LP 310.00%0.05%0.13%Q2 2017Q2 20236
Highstreet Asset Management Inc. 660.00%0.00%0.00%Q3 2018Q4 20196
SeaCrest Wealth Management, LLC 660.00%0.00%0.00%Q4 2017Q1 20196
Quadrature Capital Ltd 410.01%0.04%0.08%Q4 2017Q3 20236
Employees Retirement System of Texas 660.03%0.04%0.06%Q4 2017Q1 20196
Trexquant Investment LP 110.01%0.02%0.03%Q4 2016Q2 20236
Cetera Investment Advisers 420.00%0.00%0.00%Q1 2022Q3 20236
TUCKER ASSET MANAGEMENT LLC 550.00%0.00%0.00%Q3 2022Q3 20235
UNITED SERVICES AUTOMOBILE ASSOCIATION 320.00%0.00%0.00%Q1 2018Q2 20195
ADAMS DIVERSIFIED EQUITY FUND, INC. 550.01%0.03%0.04%Q2 2018Q2 20195
T. Rowe Price Investment Management, Inc. 550.08%0.09%0.10%Q3 2022Q3 20235
MCIA Inc 550.28%0.33%0.42%Q4 2020Q4 20215
Aperio Group, LLC 410.00%0.00%0.00%Q2 2019Q4 20205
PICTET ASSET MANAGEMENT LTD 550.00%0.01%0.01%Q2 2020Q2 20215
BlackRock Group LTD 410.00%0.00%0.00%Q3 2015Q4 20165
TFS CAPITAL LLC 320.08%0.20%0.41%Q1 2016Q2 20175
Alyeska Investment Group, L.P. 210.05%0.08%0.14%Q3 2015Q2 20185
FORA Capital, LLC 210.01%0.07%0.16%Q4 2019Q2 20225
Lido Advisors, LLC 550.01%0.01%0.01%Q3 2020Q3 20215
Rheos Capital Works Inc. 550.34%0.41%0.48%Q4 2021Q4 20225
ZACKS INVESTMENT MANAGEMENT 320.04%0.05%0.06%Q4 2017Q3 20195
DARK FOREST CAPITAL MANAGEMENT LP 320.00%0.03%0.08%Q3 2021Q3 20235
Interval Partners, LP 310.02%0.14%0.29%Q1 2019Q3 20235
IronBridge Private Wealth, LLC 550.01%0.01%0.01%Q4 2020Q4 20215
CIM, LLC 320.19%0.24%0.29%Q4 2017Q2 20225
BASSWOOD CAPITAL MANAGEMENT, L.L.C. 550.15%0.32%0.61%Q3 2015Q3 20165
Three Corner Global Investors LP 551.76%2.64%4.21%Q3 2015Q3 20165
Knights of Columbus Asset Advisors LLC 550.14%0.16%0.17%Q4 2019Q4 20205
Tidal Investments LLC 550.01%0.02%0.02%Q3 2021Q3 20225
Artemis Investment Management LLP 320.01%0.04%0.06%Q1 2020Q4 20215
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q4 2017Q4 20215
DC Investments Management, LLC 550.12%0.25%0.43%Q2 2019Q2 20205
Mariner, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Ameliora Wealth Management Ltd. 550.01%0.01%0.01%Q3 2022Q3 20235
BOGLE INVESTMENT MANAGEMENT L P /DE/ 310.05%0.25%0.57%Q4 2017Q4 20205
Plante Moran Financial Advisors, LLC 310.00%0.00%0.00%Q4 2017Q3 20225
Brookfield Asset Management 210.00%0.01%0.01%Q2 2020Q1 20235
Cetera Advisor Networks LLC 410.01%0.01%0.01%Q2 2020Q3 20235
J2 Capital Management Inc 410.31%0.41%0.54%Q2 2022Q3 20235
ISTHMUS PARTNERS, LLC 550.06%0.07%0.08%Q3 2022Q3 20235
Baird Financial Group, Inc. 550.00%0.00%0.01%Q2 2021Q2 20225
Bowling Portfolio Management LLC 550.21%0.25%0.28%Q3 2017Q3 20185
VIRGINIA RETIREMENT SYSTEMS ET AL 320.00%0.02%0.02%Q3 2021Q4 20225
Quantitative Systematic Strategies LLC 320.05%0.12%0.20%Q3 2015Q1 20195
NOMURA ASSET MANAGEMENT CO LTD 320.00%0.00%0.00%Q4 2020Q3 20235
MENTA CAPITAL LLC 550.08%0.21%0.41%Q4 2016Q4 20175
Quantamental Technologies LLC 410.05%0.08%0.10%Q4 2018Q4 20215
Prana Capital Management, LP 410.01%0.09%0.22%Q2 2022Q3 20235
SkyOak Wealth, LLC 410.07%0.08%0.09%Q2 2021Q4 20225
WADDELL & REED FINANCIAL INC 550.04%0.12%0.17%Q4 2019Q4 20205
Farther Finance Advisors, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Snowden Capital Advisors LLC 310.00%0.00%0.00%Q2 2019Q4 20214
Meristem Family Wealth, LLC 440.05%0.06%0.07%Q2 2021Q1 20224
Otter Creek Advisors, LLC 310.95%1.65%3.53%Q3 2018Q3 20194
BDO Wealth Advisors, LLC 440.00%0.00%0.00%Q3 2022Q2 20234
EFG Asset Management (North America) Corp. 440.23%0.26%0.32%Q4 2022Q3 20234
COLUMBIA WANGER ASSET MANAGEMENT LLC 440.13%0.37%0.72%Q1 2017Q4 20174
AEGON ASSET MANAGEMENT UK PLC 440.04%0.05%0.05%Q3 2017Q2 20184
BRIDGES INVESTMENT MANAGEMENT INC 440.05%0.06%0.06%Q4 2018Q3 20194
SYSTM Wealth Solutions LLC 440.03%0.05%0.07%Q4 2022Q3 20234
TFO Wealth Partners, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
American Financial Network Advisory Services LLC 440.30%0.35%0.40%Q1 2018Q4 20184
Clifford Group, LLC 440.49%0.53%0.63%Q4 2022Q3 20234
Point72 Asset Management, L.P. 110.00%0.03%0.05%Q3 2015Q3 20234
Hikari Power Ltd 440.02%0.03%0.03%Q2 2018Q1 20194
PATHSTONE FAMILY OFFICE, LLC 310.00%0.00%0.00%Q1 2019Q4 20204
Linden Thomas Advisory Services, LLC 440.10%0.14%0.19%Q4 2022Q3 20234
Selective Wealth Management, Inc. 440.00%0.00%0.01%Q3 2019Q2 20204
Aurora Investment Counsel 440.92%1.09%1.37%Q3 2019Q2 20204
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
HANSEATIC MANAGEMENT SERVICES INC 220.07%0.10%0.18%Q2 2018Q3 20204
Twin Tree Management, LP 330.00%0.00%0.00%Q3 2021Q1 20224
Financial Gravity Asset Management, Inc. 210.00%0.00%0.00%Q1 2018Q2 20234
STEPH & CO 440.11%0.15%0.18%Q4 2022Q3 20234
Sendero Wealth Management, LLC 440.10%0.11%0.12%Q4 2022Q3 20234
HERITAGE WEALTH MANAGEMENT, LLC 220.00%0.01%0.02%Q1 2021Q4 20224
AJO, LP 210.00%0.02%0.04%Q3 2017Q3 20204
MISSION WEALTH MANAGEMENT, LP 310.04%0.05%0.06%Q3 2019Q3 20204
Vanguard Personalized Indexing Management, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
WBI INVESTMENTS, LLC 210.02%0.14%0.38%Q2 2019Q3 20214
Accel Wealth Management 440.00%0.00%0.00%Q2 2022Q1 20234
Connor, Clark & Lunn Investment Management Ltd. 210.00%0.01%0.01%Q2 2019Q2 20214
SMITH ASSET MANAGEMENT GROUP LP 440.06%0.09%0.13%Q3 2017Q2 20184
Wealthspire Advisors, LLC 310.02%0.09%0.14%Q1 2020Q4 20214
Catalyst Capital Advisors LLC 220.00%0.00%0.00%Q4 2015Q2 20184
Park Place Capital Corp 440.04%0.05%0.06%Q4 2022Q3 20234
Capital Research Global Investors 440.00%0.00%0.00%Q3 2015Q2 20164
PITCAIRN CO 440.02%0.04%0.04%Q1 2020Q4 20204
BROWN BROTHERS HARRIMAN & CO 310.00%0.00%0.00%Q3 2021Q3 20234
Crewe Advisors LLC 440.00%0.00%0.00%Q3 2020Q2 20214
Baker Avenue Asset Management, LP 440.00%0.00%0.00%Q4 2022Q3 20234
Ziegler Capital Management, LLC 440.24%0.29%0.33%Q1 2020Q4 20204
OCCUDO QUANTITATIVE STRATEGIES LP 440.12%0.21%0.35%Q2 2021Q1 20224
NumerixS Investment Technologies Inc 210.00%0.01%0.02%Q2 2017Q2 20194
Walleye Capital LLC 310.01%0.01%0.02%Q1 2022Q1 20234
FourThought Financial Partners, LLC 440.10%0.11%0.13%Q4 2022Q3 20234
Yorktown Management & Research Co Inc 440.36%0.41%0.46%Q4 2022Q3 20234
Parisi Gray Wealth Management 310.01%0.03%0.05%Q3 2018Q2 20214
Alpenglow Capital LP 221.27%4.77%8.46%Q3 2015Q3 20164
Beverly Hills Private Wealth, LLC 440.21%0.24%0.26%Q4 2022Q3 20234
MASSMUTUAL TRUST CO FSB/ADV 310.00%0.00%0.00%Q2 2022Q2 20234
Orion Portfolio Solutions, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
HHM Wealth Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
NAVELLIER & ASSOCIATES INC 330.05%0.05%0.06%Q1 2018Q3 20183
Arkadios Wealth Advisors 330.01%0.01%0.01%Q1 2021Q3 20213
Lombard Odier Asset Management (Europe) Ltd 210.01%0.14%0.40%Q1 2022Q4 20223
CIM INVESTMENT MANAGEMENT INC 330.10%0.10%0.11%Q2 2018Q4 20183
MACKAY SHIELDS LLC 210.00%0.01%0.01%Q1 2020Q1 20213
Centiva Capital, LP 210.01%0.04%0.09%Q4 2020Q2 20233
GW HENSSLER & ASSOCIATES LTD 210.02%0.03%0.03%Q2 2021Q1 20223
Virtu Financial LLC 110.02%0.22%0.61%Q2 2020Q1 20233
MONEY CONCEPTS CAPITAL CORP 210.00%0.00%0.00%Q1 2022Q4 20223
Paragon Advisors, LLC 330.82%1.09%1.51%Q4 2021Q2 20223
Haverford Financial Services, Inc. 330.17%0.23%0.27%Q2 2021Q4 20213
DEERE & CO 330.02%0.02%0.02%Q1 2016Q3 20163
LORD, ABBETT & CO. LLC 330.02%0.02%0.02%Q1 2020Q3 20203
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 330.01%0.01%0.01%Q2 2022Q4 20223
MGO ONE SEVEN LLC 210.00%0.00%0.00%Q4 2017Q4 20183
Stratos Wealth Partners, LTD. 210.00%0.00%0.00%Q4 2017Q3 20183
Magnetar Financial LLC 110.01%0.02%0.04%Q2 2020Q1 20223
Dana Investment Advisors, Inc. 330.06%0.08%0.09%Q1 2020Q3 20203
BUCKINGHAM CAPITAL MANAGEMENT INC 210.16%0.21%0.26%Q4 2018Q3 20193
BNP Paribas Asset Management Holding S.A. 110.00%0.00%0.00%Q2 2021Q2 20223
Transamerica Financial Advisors, Inc. 330.00%0.00%0.00%Q2 2022Q4 20223
Cornerstone Planning Group LLC 210.00%0.00%0.01%Q4 2022Q3 20233
FARMERS & MERCHANTS INVESTMENTS INC 330.00%0.00%0.00%Q1 2020Q3 20203
Acrospire Investment Management LLC 330.03%0.05%0.08%Q4 2016Q2 20173
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
PFS INVESTMENTS INC. 330.01%0.01%0.01%Q4 2022Q2 20233
Wagner Wealth Management, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Gillson Capital LP 210.23%0.39%0.54%Q4 2020Q2 20223
Gyon Technologies Capital Management, LP 210.09%0.47%0.70%Q1 2021Q4 20213
Graham Capital Management, L.P. 210.02%0.02%0.03%Q4 2021Q3 20223
NATIXIS 210.00%0.00%0.01%Q3 2021Q2 20233
Sciencast Management LP 110.07%0.13%0.17%Q2 2020Q3 20233
Assured Investment Management LLC 330.01%0.01%0.01%Q1 2018Q3 20183
PICTON MAHONEY ASSET MANAGEMENT 210.06%0.08%0.13%Q1 2019Q2 20203
Ellevest, Inc. 330.00%0.00%0.00%Q3 2022Q1 20233
Kepos Capital LP 330.06%0.06%0.06%Q2 2019Q4 20193
Vident Investment Advisory, LLC 210.01%0.04%0.06%Q1 2022Q2 20233
CLINTON GROUP INC 330.03%0.04%0.07%Q4 2016Q2 20173
Gladius Capital Management LP 330.01%0.01%0.01%Q3 2022Q1 20233
Y-Intercept (Hong Kong) Ltd 110.08%0.10%0.11%Q1 2022Q2 20233
Athanor Capital, LP 330.01%0.05%0.07%Q2 2020Q4 20203
SEVEN LOCKS CAPITAL MANAGEMENT LP 331.74%2.26%2.64%Q3 2015Q1 20163
Procyon Advisors, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Asset Management One Co., Ltd. 330.00%0.00%0.00%Q3 2021Q1 20223
Aquatic Capital Management LLC 210.00%0.04%0.10%Q1 2022Q3 20233
LIBERTY WEALTH MANAGEMENT LLC 210.00%0.00%0.00%Q4 2020Q3 20213
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 210.00%0.01%0.01%Q2 2019Q4 20203
GREAT LAKES ADVISORS, LLC 330.09%0.11%0.12%Q1 2023Q3 20233
Belpointe Asset Management LLC 210.00%0.00%0.01%Q2 2022Q1 20233
OPPENHEIMER & CO INC 330.01%0.01%0.01%Q1 2018Q3 20183
Philadelphia Financial Management of San Francisco, LLC 210.54%1.81%2.53%Q3 2015Q2 20173
STUDIO INVESTMENT MANAGEMENT LLC 330.13%0.14%0.16%Q1 2023Q3 20233
Invictus RG 210.26%0.39%0.58%Q2 2017Q2 20183
WELD CAPITAL MANAGEMENT LLC 110.12%0.19%0.24%Q4 2018Q1 20213
Van Hulzen Asset Management, LLC 330.03%0.05%0.08%Q4 2020Q2 20213
Caprock Group, LLC 330.03%0.04%0.04%Q1 2023Q3 20233
Better Money Decisions, LLC 330.01%0.01%0.01%Q1 2021Q3 20213
NATIONAL BANK OF CANADA /FI/ 330.00%0.00%0.00%Q1 2022Q3 20223
Larson Financial Group LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Spectrum Management Group, LLC 330.62%0.99%1.39%Q3 2021Q1 20223
Point72 Hong Kong Ltd 110.00%0.02%0.04%Q2 2019Q4 20203
Householder Group Estate & Retirement Specialist, LLC 110.01%0.03%0.04%Q3 2022Q3 20233
COUNTRY TRUST BANK 330.00%0.00%0.00%Q3 2021Q1 20223
CFM WEALTH PARTNERS LLC 330.03%0.04%0.04%Q4 2019Q2 20203
CALTON & ASSOCIATES, INC. 220.07%0.07%0.08%Q2 2018Q3 20182
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q3 20222
GROUP ONE TRADING, L.P. 220.00%0.00%0.00%Q4 2018Q1 20192
SIGNET FINANCIAL MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Paradice Investment Management LLC 220.20%0.21%0.21%Q1 2020Q2 20202
Quantinno Capital Management LP 110.26%0.27%0.29%Q4 2018Q2 20202
Campbell & CO Investment Adviser LLC 110.11%0.13%0.15%Q4 2021Q2 20222
JACOBS LEVY EQUITY MANAGEMENT, INC 220.09%0.23%0.36%Q1 2022Q2 20222
JANICZEK WEALTH MANAGEMENT, LLC 110.00%0.01%0.01%Q2 2020Q3 20232
TORONTO DOMINION BANK 110.00%0.00%0.00%Q2 2019Q2 20232
Allred Capital Management, LLC 110.00%0.00%0.00%Q4 2019Q1 20212
Financial Gravity Companies, Inc. 220.00%0.00%0.00%Q4 2017Q1 20182
Goelzer Investment Management, Inc. 220.03%0.03%0.03%Q2 2020Q3 20202
HOWE & RUSLING INC 220.00%0.00%0.00%Q3 2015Q4 20152
CastleKnight Management LP 220.03%0.04%0.06%Q2 2022Q3 20222
BANK OF NOVA SCOTIA 110.00%0.00%0.00%Q4 2022Q3 20232
GLG LLC 220.09%0.14%0.20%Q3 2015Q4 20152
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 110.00%0.00%0.00%Q4 2020Q3 20232
RMB Capital Management, LLC 220.16%0.18%0.20%Q3 2015Q4 20152
Jump Financial, LLC 110.01%0.03%0.06%Q2 2021Q1 20232
Mosaic Family Wealth, LLC 220.00%0.00%0.00%Q1 2017Q2 20172
Emerald Acquisition Ltd. 220.00%0.00%0.01%Q2 2016Q3 20162
PRELUDE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2017Q4 20182
Glass Jacobson Investment Advisors llc 220.00%0.00%0.00%Q2 2023Q3 20232
CASTLE WEALTH MANAGEMENT LLC 220.04%0.04%0.04%Q2 2022Q3 20222
Linscomb & Williams, Inc. 220.09%0.09%0.09%Q4 2019Q1 20202
Scissortail Wealth Management, LLC 110.06%0.06%0.06%Q4 2021Q2 20222
Counterpoint Mutual Funds LLC 220.02%0.02%0.02%Q3 2021Q4 20212
SALEM INVESTMENT COUNSELORS INC 220.00%0.00%0.00%Q2 2023Q3 20232
ATTICUS WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Edgestream Partners, L.P. 220.06%0.18%0.31%Q2 2023Q3 20232
Blueshift Asset Management, LLC 110.04%0.14%0.24%Q2 2020Q3 20212
Maven Securities LTD 220.24%0.44%0.65%Q1 2018Q2 20182
Bleakley Financial Group, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
INCEPTIONR LLC 220.54%0.55%0.55%Q1 2023Q2 20232
NewSquare Capital LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Integrated Wealth Concepts LLC 220.01%0.01%0.02%Q2 2023Q3 20232
Polianta Ltd 110.63%0.66%0.68%Q2 2020Q1 20212
Key FInancial Inc 220.00%0.00%0.00%Q2 2023Q3 20232
Zurich Insurance Group Ltd/FI 220.01%0.01%0.01%Q1 2023Q2 20232
Kore Private Wealth LLC 220.01%0.01%0.01%Q1 2020Q2 20202
HUSSMAN STRATEGIC ADVISORS, INC. 220.20%0.21%0.21%Q2 2022Q3 20222
Azora Capital LP 110.85%1.07%1.30%Q3 2019Q2 20212
Southside Capital, LLC 221.88%2.45%3.02%Q4 2018Q1 20192
Daiwa Securities Group Inc. 220.01%0.01%0.02%Q2 2023Q3 20232
361 CAPITAL LLC 110.38%0.39%0.40%Q3 2017Q2 20182
Calamos Advisors LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Avion Wealth 110.00%0.00%0.00%Q1 2023Q3 20232
BRIDGEWAY CAPITAL MANAGEMENT, LLC 220.01%0.01%0.01%Q2 2018Q3 20182
FOX RUN MANAGEMENT, L.L.C. 110.05%0.08%0.11%Q1 2018Q3 20222
AdvisorNet Financial, Inc 220.00%0.00%0.00%Q4 2022Q1 20232
BOSTON ADVISORS LLC 220.05%0.07%0.08%Q2 2019Q3 20192
Insight Folios Inc 220.29%0.29%0.29%Q3 2021Q4 20212
Ten Capital Wealth Advisors, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
ETF MANAGERS GROUP, LLC 220.00%0.01%0.02%Q4 2020Q1 20212
CANADA PENSION PLAN INVESTMENT BOARD 110.00%0.00%0.01%Q4 2021Q3 20232
LMR Partners LLP 220.00%0.00%0.01%Q2 2023Q3 20232
ClariVest Asset Management LLC 220.18%0.19%0.20%Q4 2021Q1 20222
BROWN ADVISORY INC 220.06%0.06%0.06%Q2 2023Q3 20232
KOCH INDUSTRIES INC 220.04%0.05%0.06%Q4 2017Q1 20182
Miracle Mile Advisors, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Pinnacle Wealth Planning Services, Inc. 110.00%0.02%0.04%Q4 2020Q1 20232
Cornerstone Wealth Management, LLC 220.00%0.02%0.03%Q2 2018Q3 20182
Cassaday & Co Wealth Management LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Scoria Capital Partners LP 220.20%0.28%0.36%Q4 2015Q1 20162
ELEMENT CAPITAL MANAGEMENT LLC 220.42%0.94%1.46%Q2 2019Q3 20192
Hirtle Callaghan & Co LLC 220.02%0.02%0.02%Q1 2022Q2 20222
One Wealth Advisors, LLC 110.02%0.04%0.06%Q3 2021Q4 20222
Bridgefront Capital, LLC 220.16%0.16%0.16%Q4 2020Q1 20212
A.R.T. Advisors, LLC 220.02%0.02%0.02%Q1 2017Q2 20172
Steward Financial Group LLC 110.00%0.00%0.00%Q2 2022Q3 20232
BBVA USA 220.21%0.23%0.24%Q2 2021Q3 20212
Harvest Fund Management Co., Ltd 220.01%0.01%0.01%Q1 2022Q2 20222
RUSSELL FRANK CO/ 220.00%0.00%0.00%Q4 2015Q1 20162
Fortitude Advisory Group L.L.C. 220.02%0.02%0.02%Q4 2021Q1 20222
Treasurer of the State of North Carolina 220.01%0.01%0.01%Q2 2023Q3 20232
Maryland State Retirement & Pension System 220.01%0.01%0.01%Q2 2023Q3 20232
Kingsview Wealth Management, LLC 110.04%0.04%0.04%Q4 2021Q1 20232
OMERS ADMINISTRATION Corp 110.01%0.02%0.02%Q2 2018Q2 20192
Capital International Investors 220.01%0.01%0.01%Q2 2023Q3 20232
Hodges Capital Management Inc. 220.03%0.24%0.45%Q1 2017Q2 20172
Utah Retirement Systems 220.00%0.00%0.00%Q2 2023Q3 20232
BlueCrest Capital Management Ltd 110.01%0.02%0.04%Q1 2018Q1 20192
ADVISORY RESEARCH INC 220.03%0.03%0.03%Q1 2020Q2 20202
XTX Topco Ltd 110.06%0.09%0.13%Q1 2021Q1 20232
Simplicity Solutions, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
M&G INVESTMENT MANAGEMENT LTD 220.03%0.03%0.03%Q2 2021Q3 20212
Clearstead Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Monashee Investment Management LLC 111.38%1.38%1.38%Q2 2018Q2 20181
Iron Horse Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Segantii Capital Management Ltd 110.66%0.66%0.66%Q1 2018Q1 20181
Headlands Technologies LLC 110.04%0.04%0.04%Q3 2023Q3 20231
BOURGEON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Stratos Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
PROFUND ADVISORS LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Gotham Asset Management, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
FORMULA GROWTH LTD 110.67%0.67%0.67%Q4 2018Q4 20181
Regal Investment Advisors LLC 110.02%0.02%0.02%Q1 2023Q1 20231
MYDA Advisors LLC 110.19%0.19%0.19%Q1 2020Q1 20201
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Quent Capital, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Sageworth Trust Co 110.00%0.00%0.00%Q1 2023Q1 20231
Granite Investment Partners, LLC 110.26%0.26%0.26%Q3 2023Q3 20231
Amundi 110.00%0.00%0.00%Q3 2023Q3 20231
PZENA INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Clean Yield Group 110.00%0.00%0.00%Q1 2022Q1 20221
Carmignac Gestion 110.02%0.02%0.02%Q4 2022Q4 20221
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
BerganKDV Wealth Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Mitsubishi UFJ Trust & Banking Corp 110.00%0.00%0.00%Q1 2020Q1 20201
BI Asset Management Fondsmaeglerselskab A/S 110.10%0.10%0.10%Q3 2019Q3 20191
Sonora Investment Management, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
LOOMIS SAYLES & CO L P 110.00%0.00%0.00%Q2 2018Q2 20181
Lloyd Advisory Services, LLC. 110.00%0.00%0.00%Q1 2022Q1 20221
DRIEHAUS CAPITAL MANAGEMENT LLC 110.09%0.09%0.09%Q3 2023Q3 20231
EA Series Trust 110.03%0.03%0.03%Q2 2023Q2 20231
Henrickson Nauta Wealth Advisors, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
PineBridge Investments, L.P. 110.00%0.00%0.00%Q2 2023Q2 20231
Jefferies Group LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Goldstream Capital Management Ltd 110.07%0.07%0.07%Q1 2023Q1 20231
Bridgewater Associates 110.01%0.01%0.01%Q3 2023Q3 20231
Reby Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Morton Brown Family Wealth, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
ISLAY CAPITAL MANAGEMENT, LLC 110.11%0.11%0.11%Q2 2021Q2 20211
IMA Wealth, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
HARTFORD INVESTMENT MANAGEMENT CO 110.01%0.01%0.01%Q2 2018Q2 20181
SEVEN EIGHT CAPITAL, LP 110.05%0.05%0.05%Q2 2021Q2 20211
DekaBank Deutsche Girozentrale 110.00%0.00%0.00%Q1 2022Q1 20221
QS Investors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Ahrens Investment Partners LLC 110.01%0.01%0.01%Q1 2022Q1 20221
MCDONALD PARTNERS LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Pallas Capital Advisors LLC 110.19%0.19%0.19%Q1 2021Q1 20211
Artal Group S.A. 110.04%0.04%0.04%Q3 2015Q3 20151
Atom Investors LP 110.14%0.14%0.14%Q4 2018Q4 20181
Jacobi Capital Management LLC 110.00%0.00%0.00%Q4 2020Q4 20201
JEPPSON WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
MQS Management LLC 110.20%0.20%0.20%Q4 2022Q4 20221
Petrus Trust Company, LTA 110.02%0.02%0.02%Q2 2020Q2 20201
Realta Investment Advisors 110.02%0.02%0.02%Q2 2019Q2 20191
Cipher Capital LP 110.05%0.05%0.05%Q2 2020Q2 20201
Pictet Asset Management Holding SA 110.00%0.00%0.00%Q3 2023Q3 20231
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 110.01%0.01%0.01%Q3 2019Q3 20191
Integre Asset Management, LLC 110.04%0.04%0.04%Q4 2017Q4 20171
OLIVER LAGORE VANVALIN INVESTMENT GROUP 110.00%0.00%0.00%Q3 2023Q3 20231
Wealthspire Advisors, L.P. 110.07%0.07%0.07%Q3 2020Q3 20201
D.A. DAVIDSON & CO. 110.00%0.00%0.00%Q2 2017Q2 20171
Sunbelt Securities, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
AIGEN INVESTMENT MANAGEMENT, LP 110.13%0.13%0.13%Q4 2019Q4 20191
Patten Group, Inc. 110.00%0.00%0.00%Q2 2018Q2 20181
Bell Asset Management Ltd 111.19%1.19%1.19%Q3 2023Q3 20231
Lighthouse Investment Partners, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
TIEDEMANN ADVISORS, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Kaizen Advisory, LLC 110.80%0.80%0.80%Q4 2017Q4 20171
ANALYTIC INVESTORS, LLC 110.01%0.01%0.01%Q3 2016Q3 20161
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Burleson & Company, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
M&T BANK CORP 110.00%0.00%0.00%Q3 2023Q3 20231
HARBOUR INVESTMENTS, INC. 110.00%0.00%0.00%Q1 2021Q1 20211
McAdam, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
COMERICA SECURITIES,INC. 110.00%0.00%0.00%Q4 2022Q4 20221
DECADE CAPITAL MANAGEMENT LLC 110.36%0.36%0.36%Q3 2015Q3 20151
HAP Trading, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
ENTERPRISE FINANCIAL SERVICES CORP 110.00%0.00%0.00%Q4 2020Q4 20201
ADVISOR PARTNERS II, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Riverview Trust Co 110.01%0.01%0.01%Q2 2022Q2 20221
Richard Bernstein Advisors LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Lion Street Advisors, LLC 110.05%0.05%0.05%Q1 2020Q1 20201
Berman Capital Advisors, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
R&F Capital Advisors LP 110.10%0.10%0.10%Q1 2017Q1 20171
Corient Private Wealth LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Krane Funds Advisors LLC 110.01%0.01%0.01%Q1 2022Q1 20221
OneDigital Investment Advisors LLC 110.01%0.01%0.01%Q4 2021Q4 20211
AVANTAX ADVISORY SERVICES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Symmetry Investments LP 110.03%0.03%0.03%Q2 2023Q2 20231
Horan Securities, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
FORT PITT CAPITAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Amalgamated Financial Corp. 110.01%0.01%0.01%Q1 2022Q1 20221
THOMPSON DAVIS & CO., INC. 110.20%0.20%0.20%Q3 2015Q3 20151
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
MARSHALL WACE ASIA Ltd 110.00%0.00%0.00%Q1 2017Q1 20171
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q1 2016Q1 20161
BlackRock Japan Co. Ltd 110.00%0.00%0.00%Q4 2016Q4 20161
Castellan Group 111.94%1.94%1.94%Q4 2021Q4 20211
Leucadia National 110.01%0.01%0.01%Q2 2023Q2 20231
Alpine Global Management, LLC 110.07%0.07%0.07%Q2 2023Q2 20231
Wealthcare Advisory Partners LLC 110.00%0.00%0.00%Q1 2021Q1 20211
MOTCO 110.00%0.00%0.00%Q2 2019Q2 20191
FIRST HORIZON CORP 110.00%0.00%0.00%Q3 2020Q3 20201
Cordant, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Airain ltd 110.02%0.02%0.02%Q2 2017Q2 20171
Founders Financial Alliance, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Nebula Research & Development LLC 110.57%0.57%0.57%Q1 2023Q1 20231
First Command Financial Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
TRUEWEALTH LLC 110.00%0.00%0.00%Q4 2017Q4 20171
AXQ CAPITAL, LP 110.14%0.14%0.14%Q1 2023Q1 20231
GQ Asset Management, LLC 110.16%0.16%0.16%Q1 2020Q1 20201
HighPoint Advisor Group LLC 110.05%0.05%0.05%Q1 2020Q1 20201
Mitsubishi UFJ Asset Management Co., Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
FULLER & THALER ASSET MANAGEMENT, INC. 110.00%0.00%0.00%Q3 2016Q3 20161
Capital Bank & Trust Co 110.00%0.00%0.00%Q1 2019Q1 20191
FormulaFolio Investments, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
PNC Managed Account Solutions, Inc. 110.05%0.05%0.05%Q2 2021Q2 20211
LOEWS CORP 110.00%0.00%0.00%Q4 2021Q4 20211
Beacon Pointe Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
SPRING CREEK CAPITAL LLC 110.06%0.06%0.06%Q2 2018Q2 20181
First Eagle Investment Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Capital Investment Advisory Services, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Empirical Finance, LLC 110.01%0.01%0.01%Q4 2016Q4 20161
Tibra Equities Europe Ltd 110.05%0.05%0.05%Q1 2019Q1 20191
Kiwi Wealth Investments Limited Partnership 110.06%0.06%0.06%Q4 2021Q4 20211
BENJAMIN F. EDWARDS & COMPANY, INC. 110.00%0.00%0.00%Q2 2019Q2 20191
Castleview Partners, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
QRG CAPITAL MANAGEMENT, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Vident Advisory, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
AHL Partners LLP 110.00%0.00%0.00%Q3 2017Q3 20171
MOODY NATIONAL BANK TRUST DIVISION 110.00%0.00%0.00%Q1 2019Q1 20191
Eventide Asset Management 110.29%0.29%0.29%Q3 2023Q3 20231
Sargent Bickham Lagudis LLC 110.00%0.00%0.00%Q2 2022Q2 20221
CASTLEARK MANAGEMENT LLC 110.24%0.24%0.24%Q1 2023Q1 20231
Lisanti Capital Growth, LLC 110.14%0.14%0.14%Q2 2018Q2 20181
True Wealth Design, LLC 110.34%0.34%0.34%Q4 2022Q4 20221
OLD MISSION CAPITAL LLC 110.01%0.01%0.01%Q2 2023Q2 20231
CHILDRESS CAPITAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Greenland Capital Management LP 110.03%0.03%0.03%Q3 2023Q3 20231
AGF INVESTMENTS INC. 110.03%0.03%0.03%Q4 2020Q4 20201
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 110.03%0.03%0.03%Q3 2023Q3 20231
TD Waterhouse Canada Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
CLEAR STREET MARKETS LLC 110.00%0.00%0.00%Q2 2022Q2 20221
PIEDMONT INVESTMENT ADVISORS INC 110.00%0.00%0.00%Q2 2018Q2 20181
USA MUTUALS ADVISORS, INC. 110.04%0.04%0.04%Q4 2017Q4 20171
Lifestyle Asset Management, Inc. 110.77%0.77%0.77%Q4 2022Q4 20221
TWO SIGMA SECURITIES, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
TRUE Private Wealth Advisors 110.00%0.00%0.00%Q4 2019Q4 20191
Parametrica Management Ltd 110.22%0.22%0.22%Q1 2022Q1 20221
CX Institutional 110.00%0.00%0.00%Q2 2019Q2 20191
PITTENGER & ANDERSON INC 110.00%0.00%0.00%Q3 2022Q3 20221
ALTFEST L J & CO INC 110.11%0.11%0.11%Q2 2020Q2 20201
Capital Advisors, Ltd. LLC 110.00%0.00%0.00%Q3 2022Q3 20221
KENNEDY CAPITAL MANAGEMENT LLC 110.05%0.05%0.05%Q3 2023Q3 20231
NBC SECURITIES, INC. 110.12%0.12%0.12%Q3 2023Q3 20231
Garrett Wealth Advisory Group, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Achievement Holdings L.P. 110.34%0.34%0.34%Q3 2015Q3 20151
AIA Group Ltd 110.02%0.02%0.02%Q2 2023Q2 20231
BUCKINGHAM STRATEGIC WEALTH, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
ROPES WEALTH ADVISORS LLC 110.01%0.01%0.01%Q3 2020Q3 20201
INTECH INVESTMENT MANAGEMENT LLC 110.01%0.01%0.01%Q3 2023Q3 20231
External links

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