INDEPENDENCE RLTY TR INC shareholder history

Current and past INDEPENDENCE RLTY TR INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Citadel Advisors 3010.00%0.00%0.01%Q2 2014Q2 202473
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1820.00%0.00%0.00%Q4 2014Q2 202465
BARD ASSOCIATES INC 44440.54%0.92%1.34%Q3 2013Q2 202444
BLAIR WILLIAM & CO/IL 44440.00%0.05%0.08%Q3 2013Q2 202444
WELLS FARGO & COMPANY/MN 44440.00%0.00%0.00%Q3 2013Q2 202444
UBS Group AG 3350.00%0.00%0.01%Q4 2014Q2 202443
MORGAN STANLEY 43430.00%0.00%0.01%Q4 2013Q2 202443
NORTHERN TRUST CORP 42420.00%0.01%0.02%Q1 2014Q2 202442
GEODE CAPITAL MANAGEMENT, LLC 42420.00%0.00%0.01%Q1 2014Q2 202442
Nuveen Asset Management, LLC 42420.00%0.02%0.08%Q1 2014Q2 202442
VANGUARD GROUP INC 42420.00%0.01%0.02%Q1 2014Q2 202442
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q1 2014Q2 202442
PRICE T ROWE ASSOCIATES INC /MD/ 42420.00%0.00%0.00%Q1 2014Q2 202442
DEUTSCHE BANK AG\ 3920.00%0.01%0.07%Q4 2013Q2 202441
US BANCORP \DE\ 41410.00%0.00%0.00%Q2 2014Q2 202441
State of New Jersey Common Pension Fund D 41410.01%0.03%0.04%Q2 2014Q2 202441
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 31100.00%0.00%0.01%Q3 2013Q2 202441
CITIGROUP INC 4010.00%0.00%0.05%Q4 2013Q2 202441
STATE STREET CORP 40400.00%0.01%0.02%Q3 2014Q2 202440
Sumitomo Mitsui Trust Holdings, Inc. 40400.00%0.00%0.01%Q3 2014Q2 202440
GOLDMAN SACHS GROUP INC 3450.00%0.00%0.01%Q3 2014Q2 202440
Daiwa Securities Group Inc. 40400.00%0.00%0.01%Q3 2014Q2 202440
SHEETS SMITH WEALTH MANAGEMENT 40400.15%0.24%0.32%Q3 2014Q2 202440
Mitsubishi UFJ Asset Management Co., Ltd. 40400.00%0.00%0.01%Q3 2014Q2 202440
BANK OF AMERICA CORP /DE/ 3310.00%0.00%0.00%Q4 2013Q2 202440
Asset Management One Co., Ltd. 40400.00%0.01%0.04%Q3 2014Q2 202440
Bank of New York Mellon Corp 40400.00%0.00%0.01%Q3 2014Q2 202440
ALLIANCEBERNSTEIN L.P. 3630.00%0.03%0.06%Q3 2013Q2 202439
MANUFACTURERS LIFE INSURANCE COMPANY, THE 39390.00%0.00%0.01%Q4 2014Q2 202439
Invesco Ltd. 39390.00%0.00%0.01%Q4 2014Q2 202439
VICTORY CAPITAL MANAGEMENT INC 20180.00%0.00%0.00%Q4 2014Q2 202438
METROPOLITAN LIFE INSURANCE CO/NY 3620.00%0.01%0.02%Q3 2014Q1 202438
NOMURA ASSET MANAGEMENT CO LTD 37370.00%0.01%0.03%Q2 2015Q2 202437
RHUMBLINE ADVISERS 37370.00%0.01%0.02%Q2 2015Q2 202437
RAYMOND JAMES & ASSOCIATES 3510.00%0.01%0.04%Q3 2014Q2 202437
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 37370.00%0.01%0.02%Q2 2015Q2 202437
STRS OHIO 37370.00%0.01%0.04%Q2 2015Q2 202437
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 37370.00%0.00%0.01%Q2 2015Q2 202437
BARCLAYS PLC 37370.00%0.00%0.01%Q2 2015Q2 202437
NEW YORK STATE COMMON RETIREMENT FUND 37370.00%0.00%0.01%Q2 2015Q2 202437
AMERICAN INTERNATIONAL GROUP, INC. 37370.00%0.01%0.06%Q1 2015Q1 202437
BlackRock Finance, Inc. 36360.00%0.01%0.03%Q3 2015Q2 202436
DIMENSIONAL FUND ADVISORS LP 36360.00%0.01%0.02%Q3 2015Q2 202436
CREDIT SUISSE AG/ 3330.00%0.00%0.01%Q4 2014Q1 202436
BNP PARIBAS FINANCIAL MARKETS 3330.00%0.00%0.00%Q2 2015Q2 202436
FIRST MANHATTAN CO. LLC. 35350.00%0.00%0.00%Q3 2015Q1 202435
FIRST TRUST ADVISORS LP 3320.00%0.00%0.01%Q4 2014Q2 202435
NISA INVESTMENT ADVISORS, LLC 34340.00%0.01%0.02%Q1 2016Q2 202434
JPMORGAN CHASE & CO 34340.00%0.00%0.01%Q1 2016Q2 202434
Tower Research Capital LLC (TRC) 1710.00%0.00%0.01%Q4 2013Q2 202434
Legal & General Group Plc 33330.00%0.00%0.01%Q2 2016Q2 202433
PNC FINANCIAL SERVICES GROUP, INC. 3210.00%0.00%0.00%Q3 2014Q2 202433
AMERIPRISE FINANCIAL INC 3010.00%0.00%0.01%Q2 2014Q2 202433
BANK OF MONTREAL /CAN/ 3210.00%0.00%0.00%Q1 2016Q2 202433
VOYA INVESTMENT MANAGEMENT LLC 33330.00%0.00%0.01%Q2 2016Q2 202433
AQR Capital Management 2220.00%0.00%0.01%Q1 2015Q2 202433
THRIVENT FINANCIAL FOR LUTHERANS 32320.00%0.04%0.13%Q3 2016Q2 202432
Renaissance Technologies 2930.00%0.03%0.09%Q1 2015Q1 202332
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 32320.00%0.01%0.04%Q3 2016Q2 202432
PRUDENTIAL FINANCIAL INC 32320.00%0.01%0.07%Q3 2016Q2 202432
Taylor Frigon Capital Management LLC 2740.32%0.67%0.99%Q3 2015Q2 202431
PRINCIPAL FINANCIAL GROUP INC 31310.00%0.02%0.04%Q4 2016Q2 202431
Swiss National Bank 31310.00%0.00%0.01%Q4 2016Q2 202431
MACQUARIE GROUP LTD 31310.00%0.06%0.20%Q4 2016Q2 202431
CANADA LIFE ASSURANCE Co 19120.00%0.01%0.02%Q3 2016Q2 202431
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 31310.00%0.00%0.01%Q4 2016Q2 202431
GUGGENHEIM CAPITAL LLC 2430.00%0.00%0.02%Q3 2015Q2 202431
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 2920.00%0.01%0.02%Q3 2016Q2 202431
Russell Investments Group, Ltd. 31310.00%0.02%0.09%Q4 2016Q2 202431
Zurcher Kantonalbank (Zurich Cantonalbank) 30300.00%0.00%0.01%Q1 2017Q2 202430
PARAMETRIC PORTFOLIO ASSOCIATES LLC 30300.00%0.00%0.01%Q4 2014Q1 202230
Ameritas Investment Partners, Inc. 30300.00%0.02%0.07%Q1 2017Q2 202430
IndexIQ Advisors LLC 30300.01%0.03%0.08%Q4 2014Q1 202230
Louisiana State Employees Retirement System 29290.01%0.02%0.07%Q2 2017Q2 202429
SHELL ASSET MANAGEMENT CO 29290.01%0.02%0.03%Q1 2017Q1 202429
GW&K Investment Management, LLC 29290.00%0.04%0.10%Q2 2017Q2 202429
Arizona State Retirement System 29290.00%0.01%0.02%Q2 2017Q2 202429
Phocas Financial Corp. 29290.03%1.15%1.86%Q2 2017Q2 202429
RMR Advisors LLC 29290.40%1.78%2.92%Q3 2013Q3 202029
IFP Advisors, Inc 1180.00%0.00%0.01%Q2 2016Q2 202429
State of Alaska, Department of Revenue 29290.00%0.02%0.07%Q2 2017Q2 202429
TEXAS PERMANENT SCHOOL FUND CORP 29290.01%0.02%0.06%Q2 2017Q2 202429
Parallel Advisors, LLC 29290.00%0.00%0.00%Q2 2017Q2 202429
Eidelman Virant Capital 28280.07%0.49%0.92%Q3 2013Q2 202028
Orinda Asset Management LLC 2710.44%3.67%8.49%Q3 2013Q3 202028
JENNISON ASSOCIATES LLC 28280.01%0.04%0.07%Q3 2017Q2 202428
WELLINGTON MANAGEMENT GROUP LLP 2110.00%0.01%0.03%Q3 2013Q2 202428
Cambridge Investment Research Advisors, Inc. 28280.00%0.04%0.20%Q3 2017Q2 202428
Versant Capital Management, Inc 28280.00%0.00%0.01%Q3 2017Q2 202428
MetLife Investment Management, LLC 27270.00%0.01%0.04%Q4 2017Q2 202427
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 2070.00%0.01%0.03%Q2 2017Q1 202427
SG Americas Securities, LLC 2510.00%0.01%0.03%Q3 2016Q2 202427
FEDERATED HERMES, INC. 2060.00%0.01%0.06%Q3 2016Q2 202426
MILLENNIUM MANAGEMENT LLC 710.00%0.01%0.06%Q4 2014Q1 202426
HSBC HOLDINGS PLC 2510.00%0.00%0.01%Q4 2016Q2 202426
LADENBURG THALMANN FINANCIAL SERVICES INC. 26260.01%0.01%0.02%Q3 2013Q4 201926
ProShare Advisors LLC 1790.00%0.00%0.00%Q4 2017Q2 202426
LPL Financial LLC 1210.00%0.00%0.01%Q4 2015Q2 202426
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 25250.00%0.01%0.05%Q2 2018Q2 202425
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 25250.00%0.01%0.05%Q2 2018Q2 202425
Raymond James Financial Services Advisors, Inc. 15100.00%0.00%0.00%Q1 2017Q2 202425
Sound Income Strategies, LLC 14110.00%0.01%0.04%Q4 2017Q2 202425
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 24240.00%0.00%0.00%Q3 2018Q2 202424
PEAK6 Investments LLC 410.00%0.00%0.01%Q3 2018Q1 202424
Mirae Asset Global Investments Co., Ltd. 24240.00%0.03%0.14%Q3 2018Q2 202424
State of Tennessee, Department of Treasury 2010.00%0.00%0.01%Q2 2017Q2 202423
COMERICA BANK 23230.01%0.02%0.10%Q2 2017Q4 202223
Glassman Wealth Services 23230.00%0.00%0.00%Q2 2018Q4 202323
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 23230.01%0.01%0.02%Q4 2018Q2 202423
Lindbrook Capital, LLC 23230.01%0.02%0.03%Q4 2018Q2 202423
AMALGAMATED BANK 13100.00%0.01%0.03%Q4 2017Q2 202423
Foundry Partners, LLC 22220.12%0.23%0.30%Q1 2014Q2 201922
CONGRESS ASSET MANAGEMENT CO 22220.01%0.02%0.03%Q1 2019Q2 202422
PROFUND ADVISORS LLC 1510.01%0.01%0.02%Q2 2017Q2 202422
Penserra Capital Management LLC 1570.00%0.01%0.03%Q4 2015Q2 202422
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 22220.00%0.00%0.01%Q1 2019Q2 202422
FMR LLC 1710.00%0.00%0.00%Q4 2018Q2 202421
Pointe Capital Management LLC 21210.22%0.37%0.52%Q2 2019Q2 202421
Cutler Group LLC / CA 920.00%0.00%0.01%Q3 2016Q3 201921
Atlantic Union Bankshares Corp 21210.07%0.20%0.40%Q2 2019Q2 202421
REGIONS FINANCIAL CORP 21210.00%0.00%0.00%Q1 2019Q1 202421
PUBLIC SECTOR PENSION INVESTMENT BOARD 20200.00%0.02%0.07%Q2 2017Q1 202220
VIRGINIA RETIREMENT SYSTEMS ET Al 1550.00%0.03%0.08%Q3 2018Q3 202320
KENNEDY CAPITAL MANAGEMENT LLC 20200.05%0.42%0.66%Q3 2019Q2 202420
Ancora Advisors LLC 20200.01%0.22%0.50%Q3 2016Q2 202120
Sutton Wealth Advisors Inc. 20200.00%0.01%0.01%Q1 2018Q4 202220
SIGNATUREFD, LLC 1320.00%0.00%0.02%Q1 2018Q2 202420
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA 20200.01%0.04%0.09%Q4 2015Q3 202020
SEI INVESTMENTS CO 1710.00%0.01%0.03%Q2 2018Q2 202419
NATIXIS ADVISORS, LLC 1310.00%0.01%0.01%Q2 2018Q2 202419
SPIRIT OF AMERICA MANAGEMENT CORP/NY 1710.02%0.10%0.30%Q3 2013Q3 201819
Inspire Investing, LLC 1510.01%0.05%0.10%Q4 2017Q2 202419
VAN ECK ASSOCIATES CORP 19190.00%0.00%0.00%Q4 2019Q2 202419
QUADRANT CAPITAL GROUP LLC 19190.00%0.00%0.02%Q4 2019Q2 202419
EVERENCE CAPITAL MANAGEMENT INC 19190.02%0.03%0.04%Q3 2017Q1 202219
NEXPOINT ASSET MANAGEMENT, L.P. 17170.05%0.64%1.87%Q3 2019Q3 202318
Ensign Peak Advisors, Inc 18180.00%0.00%0.00%Q1 2020Q2 202418
OSAIC HOLDINGS, INC. 18180.00%0.02%0.06%Q1 2020Q2 202418
CRAWFORD INVESTMENT COUNSEL INC 18180.07%0.12%0.19%Q1 2020Q2 202418
LOOMIS SAYLES & CO L P 18180.00%0.00%0.00%Q3 2019Q4 202318
SECURIAN ASSET MANAGEMENT, INC 18180.01%0.03%0.09%Q1 2020Q2 202418
CREATIVE FINANCIAL DESIGNS INC /ADV 1170.00%0.02%0.05%Q1 2018Q2 202418
Squarepoint Ops LLC 810.00%0.01%0.03%Q3 2016Q2 202418
Cubist Systematic Strategies, LLC 810.00%0.02%0.12%Q2 2018Q3 202317
CENTAURUS FINANCIAL, INC. 1160.01%0.26%2.26%Q4 2017Q1 202417
Handelsbanken Fonder AB 17170.00%0.00%0.01%Q2 2020Q2 202417
Ranger Global Real Estate Advisors, LLC 1111.05%4.39%10.01%Q4 2016Q1 202417
SIMPLEX TRADING, LLC 610.00%0.00%0.00%Q1 2017Q4 202317
Parkside Financial Bank & Trust 17170.00%0.00%0.00%Q1 2018Q1 202217
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 750.00%0.00%0.00%Q2 2017Q2 202417
JANE STREET GROUP, LLC 610.00%0.00%0.01%Q1 2016Q2 202417
BAILARD, INC. 610.01%0.02%0.04%Q3 2018Q2 202416
ClariVest Asset Management LLC 1420.00%0.01%0.04%Q3 2016Q4 202216
TEACHER RETIREMENT SYSTEM OF TEXAS 1240.00%0.00%0.01%Q4 2017Q4 202316
TIAA CREF INVESTMENT MANAGEMENT LLC 16160.00%0.00%0.00%Q2 2015Q1 201916
GROUP ONE TRADING, L.P. 610.00%0.00%0.00%Q1 2019Q2 202416
COMMONWEALTH EQUITY SERVICES, LLC 1150.00%0.00%0.01%Q3 2019Q2 202416
KBC Group NV 410.00%0.00%0.01%Q2 2017Q2 202416
TEACHERS ADVISORS, LLC 16160.00%0.00%0.00%Q2 2015Q1 201916
AEW CAPITAL MANAGEMENT L P 1420.03%1.26%2.47%Q2 2020Q2 202416
FIFTH THIRD BANCORP 16160.00%0.00%0.00%Q3 2020Q2 202416
TCI Wealth Advisors, Inc. 810.00%0.00%0.00%Q4 2017Q1 202316
Arrow Investment Advisors, LLC 16160.15%0.18%0.21%Q2 2017Q1 202116
STATE OF WISCONSIN INVESTMENT BOARD 910.00%0.01%0.02%Q1 2020Q2 202416
BBR PARTNERS, LLC 16160.01%0.01%0.02%Q3 2013Q2 201716
WOLVERINE TRADING, LLC 310.00%0.00%0.00%Q4 2016Q4 202316
Advisory Services Network, LLC 610.00%0.01%0.03%Q2 2019Q4 202315
CENTERSQUARE INVESTMENT MANAGEMENT LLC 920.00%0.11%0.42%Q4 2019Q2 202415
ENVESTNET ASSET MANAGEMENT INC 1110.00%0.00%0.00%Q1 2014Q2 202415
First Allied Advisory Services, Inc. 1320.01%0.02%0.03%Q4 2013Q4 201715
Highlander Capital Management, LLC 410.00%0.00%0.00%Q3 2015Q1 202115
Creative Planning 1110.00%0.00%0.01%Q1 2014Q2 202415
MASON STREET ADVISORS, LLC 15150.00%0.01%0.01%Q2 2017Q4 202015
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
UNITED SERVICES AUTOMOBILE ASSOCIATION 960.00%0.00%0.01%Q1 2018Q2 202415
Stockman Wealth Management, Inc. 870.04%0.13%0.25%Q3 2017Q1 202215
JANUS HENDERSON GROUP PLC 1230.00%0.00%0.00%Q2 2020Q2 202415
AMP Capital Investors Ltd 15150.00%0.00%0.02%Q2 2018Q4 202115
GSA CAPITAL PARTNERS LLP 810.01%0.03%0.10%Q2 2014Q1 202314
INVESTMENT ADVISORY SERVICES INC /TX /ADV 1310.15%0.29%0.46%Q4 2020Q2 202414
Harvest Fund Management Co., Ltd 1310.01%0.02%0.06%Q2 2020Q4 202314
Pensionfund Sabic 14140.09%0.16%0.24%Q1 2021Q2 202414
Advisors Asset Management, Inc. 1130.00%0.00%0.01%Q3 2015Q2 202414
Investment Research & Advisory Group, Inc. 1040.02%0.30%0.59%Q4 2019Q2 202414
Manning & Napier Group, LLC 950.03%0.04%0.06%Q4 2017Q1 202314
Pensionfund DSM Netherlands 14140.24%0.54%0.90%Q1 2021Q2 202414
PANAGORA ASSET MANAGEMENT INC 1310.00%0.00%0.00%Q1 2015Q1 202014
AMUNDI ASSET MANAGEMENT US, INC. 14140.00%0.00%0.00%Q4 2017Q1 202114
Community Capital Management, LLC 10100.00%2.90%4.72%Q4 2018Q1 202114
Apollon Wealth Management, LLC 14140.03%0.09%0.21%Q1 2021Q2 202414
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1110.00%0.00%0.00%Q1 2015Q2 202414
Amundi 13130.00%0.00%0.00%Q2 2021Q2 202413
ARDSLEY ADVISORY PARTNERS LP 13130.22%0.76%1.62%Q3 2013Q3 201613
DALTON GREINER HARTMAN MAHER & CO 13130.12%0.36%0.50%Q1 2018Q1 202113
LS Investment Advisors, LLC 13130.00%0.00%0.00%Q2 2017Q2 202013
abrdn plc 13130.00%0.00%0.00%Q2 2021Q2 202413
Hilton Capital Management, LLC 630.00%0.97%2.45%Q3 2014Q3 201913
OPPENHEIMER ASSET MANAGEMENT INC. 13130.00%0.00%0.01%Q1 2017Q1 202013
HIGHLAND CAPITAL MANAGEMENT LP 13130.28%0.93%1.76%Q2 2016Q2 201913
DekaBank Deutsche Girozentrale 13130.00%0.00%0.01%Q2 2021Q2 202413
CWM, LLC 1120.00%0.00%0.01%Q3 2018Q2 202413
CREDIT AGRICOLE S A 13130.00%0.00%0.00%Q3 2014Q3 201713
Sonora Investment Management, LLC 13130.00%0.00%0.00%Q4 2016Q4 201913
M&T BANK CORP 1120.00%0.00%0.00%Q1 2014Q2 202413
Spire Wealth Management 1030.00%0.00%0.01%Q1 2021Q2 202413
EII CAPITAL MANAGEMENT, INC. 13130.17%0.36%0.63%Q3 2018Q3 202113
Aperio Group, LLC 12120.00%0.00%0.00%Q1 2018Q4 202012
Gradient Investments LLC 1110.00%0.00%0.00%Q1 2015Q2 202412
Sigma Planning Corp 840.01%0.01%0.02%Q4 2014Q3 202312
Chevy Chase Trust Holdings, LLC 12120.00%0.00%0.00%Q1 2021Q4 202312
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 520.01%0.06%0.13%Q1 2021Q2 202412
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 840.00%0.00%0.01%Q1 2017Q3 202112
B. Riley Wealth Advisors, Inc. 1110.00%0.03%0.07%Q4 2014Q2 202412
Ruggie Capital Group 1010.01%0.02%0.03%Q3 2015Q4 201812
Verition Fund Management LLC 810.00%0.03%0.07%Q1 2015Q2 202412
NORGES BANK 610.00%0.01%0.01%Q3 2017Q2 202412
Allworth Financial LP 12120.00%0.00%0.00%Q3 2021Q2 202412
Sumitomo Mitsui DS Asset Management Company, Ltd 1110.00%0.01%0.01%Q2 2021Q2 202412
BlackRock Fund Advisors 12120.00%0.00%0.00%Q1 2014Q4 201612
Csenge Advisory Group 1010.00%0.04%0.09%Q3 2018Q2 202411
Kelly Financial Services LLC 11110.03%0.04%0.05%Q4 2021Q2 202411
Belpointe Asset Management LLC 11110.03%0.05%0.15%Q4 2021Q2 202411
Long Pond Capital 11113.04%6.14%10.03%Q4 2021Q2 202411
LSV ASSET MANAGEMENT 1010.00%0.01%0.03%Q2 2016Q1 202011
MEEDER ASSET MANAGEMENT INC 610.00%0.00%0.00%Q3 2017Q2 202411
Blue Chip Wealth Management, Inc. 11110.58%1.96%14.11%Q1 2018Q3 202011
Koshinski Asset Management, Inc. 11110.00%0.03%0.06%Q4 2021Q2 202411
Verdence Capital Advisors LLC 11110.02%0.06%0.12%Q4 2021Q2 202411
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 11110.00%0.00%0.01%Q4 2021Q2 202411
Cetera Advisors LLC 830.01%0.03%0.07%Q3 2019Q4 202311
MASSMUTUAL TRUST CO FSB/ADV 11110.00%0.00%0.01%Q4 2021Q2 202411
GOODWIN DANIEL L 920.03%0.06%0.09%Q2 2015Q1 202211
Mariner, LLC 11110.00%0.00%0.00%Q4 2021Q2 202411
Prime Capital Investment Advisors, LLC 11110.02%0.11%0.35%Q4 2021Q2 202411
Berger Financial Group, Inc 11110.40%0.98%1.92%Q4 2021Q2 202411
BlackRock Investment Management, LLC 11110.00%0.00%0.00%Q2 2014Q4 201611
Center for Financial Planning, Inc. 11110.00%0.00%0.01%Q4 2021Q2 202411
Capital Investment Advisors, LLC 11110.00%0.01%0.03%Q4 2021Q2 202411
Asset Dedication, LLC 11110.00%0.00%0.01%Q4 2021Q2 202411
McIlrath & Eck, LLC 11110.00%0.01%0.01%Q4 2021Q2 202411
Ameritas Advisory Services, LLC 11110.04%0.13%0.23%Q4 2021Q2 202411
Berman Capital Advisors, LLC 11110.00%0.00%0.00%Q1 2019Q3 202111
EverSource Wealth Advisors, LLC 11110.00%0.00%0.01%Q4 2021Q2 202411
Ausdal Financial Partners, Inc. 11110.05%0.10%0.21%Q4 2021Q2 202411
YOUSIF CAPITAL MANAGEMENT, LLC 11110.02%0.03%0.06%Q4 2021Q2 202411
Crossmark Global Holdings, Inc. 11110.01%0.01%0.01%Q4 2021Q2 202411
Geneos Wealth Management Inc. 11110.02%0.06%0.16%Q4 2021Q2 202411
Covestor Ltd 11110.00%0.03%0.09%Q4 2021Q2 202411
HighTower Advisors, LLC 11110.00%0.00%0.01%Q4 2021Q2 202411
MERCER GLOBAL ADVISORS INC /ADV 11110.00%0.00%0.01%Q4 2021Q2 202411
LDR Capital Management LLC 1010.43%0.96%3.88%Q4 2017Q2 202411
BHR Capital LLC 920.44%1.62%2.90%Q1 2014Q4 201611
Paradigm Financial Partners, LLC 11110.34%0.88%1.29%Q4 2021Q2 202411
Keystone Wealth Services, LLC 11110.16%0.25%0.68%Q4 2021Q2 202411
Municipal Employees' Retirement System of Michigan 650.01%0.01%0.02%Q2 2017Q1 202011
Pendal Group Ltd 11110.01%0.01%0.02%Q2 2020Q4 202211
Schonfeld Strategic Advisors LLC 310.00%0.25%1.53%Q3 2016Q1 202411
GLENMEDE TRUST CO NA 830.00%0.00%0.00%Q4 2018Q3 202311
STIFEL FINANCIAL CORP 650.00%0.00%0.00%Q2 2020Q2 202311
CARDIFF PARK ADVISORS, LLC 11110.02%0.03%0.05%Q4 2021Q2 202411
Foundations Investment Advisors, LLC 11110.01%0.01%0.02%Q4 2021Q2 202411
Mutual Advisors, LLC 11110.02%0.04%0.06%Q4 2021Q2 202411
SFMG, LLC 11110.03%0.05%0.08%Q4 2021Q2 202411
Allspring Global Investments Holdings, LLC 11110.00%0.00%0.01%Q4 2021Q2 202411
MONEY CONCEPTS CAPITAL CORP 11110.02%0.04%0.09%Q4 2021Q2 202411
FinTrust Capital Advisors, LLC 11110.01%0.02%0.03%Q1 2020Q3 202211
PineBridge Investments, L.P. 11110.00%0.03%0.05%Q2 2017Q4 201911
AE Wealth Management LLC 11110.00%0.01%0.01%Q4 2021Q2 202411
J.W. COLE ADVISORS, INC. 11110.03%0.07%0.13%Q4 2021Q2 202411
Spouting Rock Asset Management, LLC 820.31%0.68%1.28%Q4 2019Q3 202210
Southland Equity Partners LLC 10100.14%0.23%0.41%Q1 2022Q2 202410
MACKENZIE FINANCIAL CORP 10100.00%0.00%0.00%Q1 2022Q2 202410
Castleview Partners, LLC 10100.06%0.22%0.34%Q1 2022Q2 202410
Focus Financial Network, Inc. 820.06%0.22%1.18%Q4 2021Q2 202410
FRANKLIN RESOURCES INC 10100.00%0.00%0.00%Q1 2022Q2 202410
BlackRock Japan Co. Ltd 10100.00%0.00%0.00%Q3 2014Q4 201610
Consolidated Planning Corp 10100.03%0.07%0.25%Q1 2022Q2 202410
PICTET ASSET MANAGEMENT LTD 10100.00%0.00%0.00%Q1 2019Q2 202110
HARBOUR INVESTMENTS, INC. 910.02%0.04%0.07%Q4 2021Q2 202410
Private Advisor Group, LLC 510.00%0.00%0.01%Q2 2017Q4 202110
Fisher Asset Management, LLC 730.00%0.01%0.03%Q4 2021Q2 202410
Integrated Wealth Concepts LLC 10100.00%0.01%0.01%Q1 2022Q2 202410
Atria Wealth Solutions, Inc. 10100.00%0.01%0.04%Q1 2022Q2 202410
Nationwide Fund Advisors 10100.00%0.00%0.01%Q2 2015Q3 201710
Cetera Investment Advisers 10100.02%0.07%0.16%Q4 2021Q1 202410
Advisor Resource Council 820.00%0.34%0.69%Q4 2021Q2 202410
CFO4Life Group, LLC 10100.09%0.11%0.15%Q1 2022Q2 202410
TWO SIGMA INVESTMENTS, LP 410.00%0.01%0.09%Q4 2014Q1 202210
CHILTON CAPITAL MANAGEMENT LLC 10100.14%0.78%1.00%Q3 2016Q4 201810
XPONANCE, INC. 10100.01%0.01%0.01%Q1 2022Q2 202410
ExodusPoint Capital Management, LP 610.00%0.02%0.05%Q4 2020Q2 202410
FORSTA AP-FONDEN 10100.01%0.02%0.03%Q2 2017Q3 201910
BlackRock Institutional Trust Company, N.A. 10100.00%0.00%0.00%Q3 2014Q4 201610
Vestcor Inc 610.02%0.03%0.04%Q4 2019Q4 202310
Point72 Hong Kong Ltd 610.00%0.01%0.02%Q2 2018Q3 202210
Global Retirement Partners, LLC 10100.00%0.00%0.00%Q1 2022Q2 202410
Venture Visionary Partners LLC 10100.06%0.09%0.13%Q1 2022Q2 202410
Beacon Capital Management, LLC 10100.00%0.00%0.01%Q1 2022Q2 202410
Bell Bank 10100.12%0.17%0.26%Q1 2022Q2 202410
Cypress Wealth Services, LLC 10100.09%0.40%0.86%Q4 2021Q1 202410
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 10100.12%0.47%1.00%Q1 2022Q2 202410
GREAT VALLEY ADVISOR GROUP, INC. 10100.01%0.02%0.04%Q1 2022Q2 202410
PEAK6 Group LLC 550.00%0.00%0.01%Q2 2017Q2 201810
Larson Financial Group LLC 990.00%0.00%0.00%Q2 2022Q2 20249
BESSEMER GROUP INC 310.00%0.00%0.00%Q4 2018Q2 20249
OPPENHEIMER & CO INC 510.00%0.00%0.01%Q3 2017Q2 20249
KEYBANK NATIONAL ASSOCIATION/OH 990.00%0.00%0.00%Q2 2022Q2 20249
BRIDGEWAY CAPITAL MANAGEMENT, LLC 990.04%0.13%0.18%Q2 2021Q2 20239
FOSTER & MOTLEY INC 990.01%0.05%0.11%Q3 2021Q3 20239
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 990.00%0.00%0.01%Q1 2020Q1 20229
Retirement Systems of Alabama 990.02%0.02%0.03%Q2 2022Q2 20249
TRUIST FINANCIAL CORP 990.00%0.00%0.00%Q4 2021Q4 20239
Centerpoint Advisors, LLC 990.02%0.04%0.11%Q4 2021Q4 20239
Avondale Wealth Management 990.08%0.16%0.38%Q2 2022Q2 20249
BLACKROCK ADVISORS LLC 990.00%0.00%0.00%Q4 2014Q4 20169
Westshore Wealth, LLC 990.07%0.11%0.18%Q4 2021Q4 20239
STATE OF MICHIGAN RETIREMENT SYSTEM 990.01%0.01%0.01%Q2 2022Q2 20249
TWO SIGMA ADVISERS, LP 410.00%0.00%0.02%Q2 2015Q1 20229
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 990.01%0.02%0.02%Q2 2022Q2 20249
Strategic Blueprint, LLC 990.02%0.04%0.05%Q4 2021Q4 20239
Baird Financial Group, Inc. 810.00%0.00%0.00%Q2 2020Q2 20249
Moors & Cabot, Inc. 990.01%0.02%0.03%Q2 2022Q2 20249
EMERALD MUTUAL FUND ADVISERS TRUST 990.04%0.04%0.04%Q4 2015Q4 20179
Laurion Capital Management LP 310.00%0.00%0.01%Q3 2016Q3 20209
SCHRODER INVESTMENT MANAGEMENT GROUP 540.00%0.00%0.00%Q3 2018Q4 20219
Yorktown Management & Research Co Inc 810.02%0.43%0.77%Q1 2014Q3 20169
Avior Wealth Management, LLC 720.00%0.02%0.04%Q4 2021Q2 20249
Shinko Asset Management Co., Ltd. 990.00%0.00%0.00%Q3 2014Q3 20169
BB&T SECURITIES, LLC 990.00%0.00%0.01%Q1 2017Q1 20199
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 990.03%0.03%0.04%Q2 2022Q2 20249
TORONTO DOMINION BANK 510.00%0.00%0.00%Q2 2018Q2 20249
M Holdings Securities, Inc. 540.03%0.04%0.04%Q1 2022Q2 20249
ALGERT GLOBAL LLC 610.02%0.13%0.32%Q4 2020Q2 20249
Vivaldi Capital Management LP 880.07%0.08%0.09%Q3 2022Q2 20248
UNITED CAPITAL FINANCIAL ADVISORS, LLC 880.00%0.01%0.02%Q4 2021Q3 20238
ROWLAND CARMICHAEL ADVISORS INC /ADV 880.08%0.10%0.12%Q4 2016Q3 20188
PIEDMONT INVESTMENT ADVISORS INC 880.00%0.01%0.01%Q2 2017Q1 20198
Apeiron RIA LLC 880.05%0.21%0.84%Q4 2021Q3 20238
ASSETMARK, INC 510.00%0.00%0.00%Q4 2017Q1 20248
Tidal Investments LLC 880.00%0.01%0.02%Q3 2022Q2 20248
DUPONT CAPITAL MANAGEMENT CORP 210.01%0.02%0.04%Q1 2019Q2 20238
Cetera Advisor Networks LLC 880.02%0.03%0.05%Q1 2022Q4 20238
Concorde Asset Management, LLC 510.24%0.42%0.66%Q1 2022Q2 20248
CIBC Asset Management Inc 880.00%0.00%0.00%Q4 2017Q3 20198
BDO Wealth Advisors, LLC 880.00%0.00%0.00%Q3 2020Q2 20228
PICTET ASSET MANAGEMENT SA 880.00%0.00%0.00%Q3 2021Q2 20238
PVG Asset Management 711.59%1.86%2.36%Q4 2014Q4 20168
BALDWIN WEALTH PARTNERS LLC/MA 880.01%0.03%0.07%Q4 2021Q3 20238
FARMERS & MERCHANTS INVESTMENTS INC 880.00%0.00%0.00%Q3 2022Q2 20248
HARVEST GROUP WEALTH MANAGEMENT, LLC 880.00%0.00%0.00%Q1 2019Q4 20208
DUBUQUE BANK & TRUST CO 880.00%0.02%0.13%Q1 2014Q4 20158
Blue Trust, Inc. 710.00%0.00%0.00%Q2 2022Q2 20248
Focused Wealth Management, Inc 880.00%0.00%0.00%Q1 2022Q4 20238
Vident Investment Advisory, LLC 880.02%0.05%0.10%Q3 2021Q2 20238
Platte River Wealth Advisors, LLC 880.06%0.08%0.10%Q4 2021Q3 20238
Certified Advisory Corp 880.03%0.05%0.07%Q4 2021Q3 20238
BALYASNY ASSET MANAGEMENT L.P. 510.00%0.13%0.38%Q3 2014Q1 20238
Arete Wealth Advisors, LLC 710.03%0.29%0.42%Q4 2016Q2 20238
Orion Portfolio Solutions, LLC 410.00%0.00%0.01%Q4 2019Q3 20238
T. Rowe Price Investment Management, Inc. 880.01%0.09%0.16%Q3 2022Q2 20248
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 880.01%0.18%0.38%Q3 2022Q2 20248
Mitsubishi UFJ Trust & Banking Corp 880.00%0.02%0.06%Q2 2021Q1 20238
Waverly Advisors, LLC 880.00%0.01%0.01%Q3 2022Q2 20248
Bell Investment Advisors, Inc 710.00%0.00%0.00%Q2 2022Q2 20248
WINTON GROUP Ltd 710.00%0.01%0.02%Q1 2018Q3 20228
ACG Wealth 530.03%0.15%0.33%Q1 2014Q2 20228
Waterfront Capital Partners, LLC 710.28%2.89%4.97%Q1 2022Q2 20248
REAL ESTATE MANAGEMENT SERVICES LLC 880.65%3.53%6.05%Q1 2020Q4 20218
Ziegler Capital Management, LLC 620.04%0.16%0.30%Q1 2022Q1 20248
Clearstead Trust, LLC 880.02%0.05%0.06%Q3 2022Q2 20248
JT Stratford LLC 880.09%0.19%0.42%Q4 2021Q3 20238
BlueCrest Capital Management Ltd 710.02%0.03%0.06%Q1 2015Q1 20198
Mendota Financial Group, LLC 770.01%0.02%0.04%Q4 2022Q2 20247
GLOBEFLEX CAPITAL L P 410.00%0.01%0.04%Q1 2014Q3 20167
Sageworth Trust Co 770.00%0.00%0.00%Q2 2021Q4 20227
ARMSTRONG ADVISORY GROUP, INC 770.01%0.01%0.01%Q4 2022Q2 20247
OppenheimerFunds, Inc. 610.00%0.00%0.00%Q2 2017Q1 20197
HUNTINGTON NATIONAL BANK 770.00%0.00%0.00%Q4 2022Q2 20247
AMERICAN CENTURY COMPANIES INC 510.00%0.00%0.00%Q1 2020Q2 20247
OneDigital Investment Advisors LLC 770.01%0.02%0.05%Q4 2021Q2 20237
B. Riley Wealth Management, Inc. 510.00%0.01%0.02%Q2 2014Q2 20227
CONSOLIDATED CAPITAL MANAGEMENT, LLC 612.15%3.26%4.30%Q1 2021Q4 20227
Farther Finance Advisors, LLC 770.00%0.00%0.01%Q4 2022Q2 20247
Financial Gravity Asset Management, Inc. 310.00%0.00%0.02%Q1 2018Q2 20247
Pearl River Capital, LLC 610.04%0.09%0.21%Q4 2021Q3 20237
Monarch Partners Asset Management LLC 320.03%0.73%1.40%Q4 2016Q4 20227
D. E. Shaw & Co., Inc. 210.00%0.00%0.01%Q1 2015Q4 20217
TD ASSET MANAGEMENT INC 770.00%0.00%0.00%Q4 2022Q2 20247
Meiji Yasuda Asset Management Co Ltd. 770.04%0.06%0.08%Q1 2022Q3 20237
FRONTIER CAPITAL MANAGEMENT CO LLC 770.33%0.44%0.65%Q4 2022Q2 20247
Virtu Financial LLC 310.01%0.02%0.03%Q3 2017Q1 20247
Connor, Clark & Lunn Investment Management Ltd. 310.00%0.01%0.06%Q4 2015Q3 20227
PVG ASSET MANAGEMENT CORP 610.50%0.98%1.58%Q3 2016Q2 20187
MOSELEY INVESTMENT MANAGEMENT INC 770.10%0.22%0.28%Q4 2021Q2 20237
Penn Capital Management Company, LLC 770.04%0.05%0.06%Q2 2022Q4 20237
Allianz Asset Management GmbH 610.00%0.00%0.00%Q3 2016Q3 20237
Mizuho Trust & Banking Co., Ltd. 770.00%0.00%0.00%Q1 2015Q3 20167
Knights of Columbus Asset Advisors LLC 610.19%0.23%0.27%Q2 2021Q2 20247
RETIREMENT GUYS FORMULA LLC 520.10%0.15%0.21%Q4 2021Q2 20247
SHELTON CAPITAL MANAGEMENT 770.01%0.01%0.02%Q1 2022Q3 20237
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 210.00%0.00%0.01%Q3 2018Q2 20247
AMJ Financial Wealth Management 770.10%0.20%0.33%Q1 2022Q3 20237
Ellevest, Inc. 770.00%0.00%0.00%Q3 2021Q1 20237
SILVER OAK SECURITIES, INCORPORATED 510.06%0.10%0.13%Q1 2022Q2 20247
DFPG INVESTMENTS, LLC 770.02%0.21%0.43%Q4 2021Q2 20237
ENDEAVOUR CAPITAL ADVISORS INC 520.26%0.54%0.96%Q3 2016Q2 20237
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 520.00%0.05%0.17%Q3 2016Q4 20217
Vanguard Personalized Indexing Management, LLC 770.01%0.01%0.03%Q4 2022Q2 20247
Sandy Spring Bank 610.00%0.00%0.01%Q4 2017Q2 20207
Pacer Advisors, Inc. 770.00%0.00%0.00%Q4 2022Q2 20247
MUFG Americas Holdings Corp 770.00%0.00%0.00%Q4 2016Q2 20187
KESTRA PRIVATE WEALTH SERVICES, LLC 310.02%0.09%0.19%Q1 2022Q2 20247
Hill Winds Capital LP 610.68%3.25%5.01%Q2 2020Q4 20227
SALEM INVESTMENT COUNSELORS INC 510.00%0.05%0.11%Q1 2014Q1 20197
Fieldpoint Private Securities, LLC 770.00%0.00%0.01%Q4 2020Q2 20227
Lifestyle Asset Management, Inc. 770.62%0.72%0.91%Q4 2022Q2 20247
AlphaCore Capital LLC 660.10%0.18%0.32%Q1 2023Q2 20246
RATIONAL ADVISORS LLC 660.12%0.34%0.65%Q1 2017Q2 20186
Jump Financial, LLC 420.01%0.08%0.23%Q4 2021Q4 20236
HRT FINANCIAL LP 110.00%0.02%0.03%Q3 2019Q2 20236
Independent Portfolio Consultants, Inc. 420.02%0.10%0.14%Q3 2014Q1 20176
J.P. Morgan Private Wealth Advisors LLC 660.00%0.00%0.00%Q2 2018Q3 20196
Atlas Private Wealth Advisors 660.03%0.07%0.13%Q2 2020Q3 20216
THORNBURG INVESTMENT MANAGEMENT INC 660.11%0.16%0.18%Q2 2022Q3 20236
PEREGRINE CAPITAL MANAGEMENT LLC 330.12%0.20%0.26%Q2 2020Q2 20246
FIRST MERCANTILE TRUST CO 660.01%0.02%0.02%Q2 2020Q3 20216
LAZARD ASSET MANAGEMENT LLC 410.00%0.00%0.00%Q2 2021Q1 20246
AXA S.A. 510.00%0.01%0.02%Q3 2018Q2 20226
Bulldog Investors, LLP 310.16%0.47%0.75%Q3 2013Q3 20156
Marshall Wace North America L.P. 410.00%0.01%0.02%Q1 2018Q4 20206
Cresset Asset Management, LLC 420.00%0.02%0.04%Q4 2018Q1 20236
Annex Advisory Services, LLC 660.01%0.02%0.03%Q4 2021Q1 20236
USA FINANCIAL FORMULAS 420.03%0.09%0.14%Q3 2019Q1 20226
Quantitative Systematic Strategies LLC 510.02%0.18%0.27%Q4 2018Q2 20216
6 Meridian 220.03%0.05%0.08%Q3 2018Q4 20216
CANADA PENSION PLAN INVESTMENT BOARD 220.00%0.00%0.01%Q3 2020Q3 20226
Qube Research & Technologies Ltd 310.00%0.01%0.03%Q1 2020Q1 20246
WEDGE CAPITAL MANAGEMENT L L P/NC 660.01%0.01%0.01%Q4 2014Q1 20166
Quantbot Technologies LP 310.00%0.04%0.16%Q4 2016Q3 20226
Financial Architects, Inc 660.01%0.01%0.02%Q1 2019Q2 20206
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 330.00%0.01%0.01%Q2 2022Q2 20246
Anson Funds Management LP 660.16%0.28%0.37%Q1 2023Q2 20246
HGI Capital Management, LLC 330.92%1.88%3.66%Q4 2021Q2 20236
Norinchukin Bank, The 660.00%0.00%0.01%Q1 2023Q2 20246
RUSSELL FRANK CO/ 510.00%0.00%0.00%Q2 2014Q1 20166
EMERALD ADVISERS, LLC 660.01%0.15%0.26%Q4 2015Q1 20176
Virtu KCG Holdings LLC 310.00%0.00%0.01%Q3 2015Q2 20176
MENTA CAPITAL LLC 510.02%0.04%0.07%Q2 2014Q1 20176
GPS Wealth Strategies Group, LLC 310.00%0.00%0.00%Q4 2021Q3 20236
HOLLENCREST CAPITAL MANAGEMENT 660.00%0.01%0.01%Q1 2023Q2 20246
Lighthouse Investment Partners, LLC 660.08%0.41%0.56%Q1 2023Q2 20246
Cornerstone Advisors, Inc. 660.00%0.00%0.00%Q1 2018Q2 20196
Hunter Perkins Capital Management, LLC 660.07%0.11%0.16%Q1 2023Q2 20246
InvenTrust Properties Corp. 660.02%0.02%0.02%Q3 2015Q4 20166
CENTRAL TRUST Co 660.00%0.00%0.00%Q1 2022Q2 20236
PRELUDE CAPITAL MANAGEMENT, LLC 310.01%0.04%0.13%Q3 2016Q4 20236
Numeric Investors LLC 310.00%0.00%0.01%Q2 2014Q4 20165
RMR Wealth Builders 550.04%0.08%0.18%Q4 2021Q4 20225
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.02%0.04%0.07%Q4 2021Q2 20245
Metis Global Partners, LLC 550.01%0.01%0.01%Q2 2023Q2 20245
OXFORD ASSET MANAGEMENT LLP 210.00%0.01%0.04%Q3 2013Q4 20195
Global Assets Advisory, LLC 410.07%0.26%0.58%Q2 2022Q1 20245
AVANTAX ADVISORY SERVICES, INC. 320.00%0.00%0.01%Q4 2021Q2 20245
BARINGS LLC 550.06%0.09%0.17%Q3 2017Q3 20185
Lido Advisors, LLC 410.00%0.01%0.01%Q2 2020Q1 20225
Fortis Group Advisors, LLC 410.00%0.00%0.00%Q3 2020Q2 20245
CORNERCAP INVESTMENT COUNSEL INC 550.19%0.20%0.23%Q1 2023Q1 20245
CoreCap Advisors, LLC 210.00%0.01%0.03%Q4 2021Q2 20245
Aspire Private Capital, LLC 550.01%0.03%0.05%Q4 2021Q4 20225
Fluent Financial, LLC 550.08%0.10%0.12%Q2 2023Q2 20245
Bleakley Financial Group, LLC 550.01%0.01%0.01%Q2 2023Q2 20245
Pinnacle Bancorp, Inc. 550.01%0.01%0.02%Q3 2022Q3 20235
MISSION WEALTH MANAGEMENT, LP 320.01%0.02%0.03%Q4 2021Q1 20235
UniSuper Management Pty Ltd 550.01%0.01%0.01%Q2 2023Q2 20245
Terra Nova Asset Management LLC 550.21%0.25%0.28%Q1 2015Q1 20165
State of Wyoming 320.01%0.03%0.05%Q4 2021Q1 20245
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 320.01%0.03%0.09%Q3 2020Q4 20225
Global X Management CO LLC 550.25%0.28%0.32%Q2 2017Q2 20185
RESOURCE AMERICA, INC. 551.89%3.61%4.39%Q4 2017Q4 20185
Keel Point, LLC 550.02%0.03%0.03%Q2 2023Q2 20245
YHB Investment Advisors, Inc. 550.04%0.05%0.05%Q3 2022Q3 20235
Nine Chapters Capital Management LLC 310.01%0.42%2.02%Q2 2014Q2 20175
EAM Global Investors LLC 410.61%0.79%0.93%Q3 2019Q1 20225
HARBOR INVESTMENT ADVISORY, LLC 550.01%0.01%0.01%Q2 2022Q2 20235
Dynamic Technology Lab Private Ltd 210.03%0.04%0.05%Q4 2020Q3 20235
Wealthspire Advisors, LLC 550.00%0.01%0.03%Q4 2021Q4 20225
TCW GROUP INC 550.01%0.03%0.07%Q1 2023Q1 20245
WR Wealth Planners, LLC 320.01%0.01%0.02%Q1 2023Q2 20245
Nemes Rush Group LLC 550.01%0.01%0.01%Q2 2023Q2 20245
EAM Investors, LLC 410.25%0.52%0.78%Q3 2019Q1 20225
MARSHALL WACE, LLP 310.00%0.03%0.06%Q3 2016Q4 20215
A.R.T. Advisors, LLC 310.01%0.02%0.03%Q4 2015Q2 20195
TFB Advisors LLC 550.09%0.18%0.39%Q2 2023Q2 20245
VOLORIDGE INVESTMENT MANAGEMENT, LLC 210.01%0.03%0.04%Q1 2020Q3 20225
THOMPSON DAVIS & CO., INC. 320.00%0.49%1.02%Q3 2014Q1 20165
Wealthspire Advisors, L.P. 320.00%0.01%0.01%Q2 2017Q1 20195
MUNDER CAPITAL MANAGEMENT 550.00%0.00%0.01%Q3 2013Q3 20145
Quantamental Technologies LLC 410.09%0.31%0.52%Q4 2021Q3 20235
Pathway Financial Advisers, LLC 320.01%0.02%0.03%Q4 2022Q1 20245
Sterling Capital Management LLC 410.00%0.00%0.01%Q3 2015Q2 20185
Kovitz Investment Group Partners, LLC 550.00%0.00%0.01%Q2 2023Q2 20245
Aurora Investment Managers, LLC. 550.15%0.77%1.84%Q2 2023Q2 20245
Sageworth Trust Co of South Dakota 550.00%0.01%0.02%Q4 2021Q4 20225
Bellwether Advisors, LLC 410.01%0.02%0.02%Q4 2021Q1 20235
NEXT Financial Group, Inc 410.00%0.01%0.04%Q4 2018Q4 20215
CHARTWELL INVESTMENT PARTNERS, LLC 410.06%0.09%0.21%Q1 2022Q2 20245
MML INVESTORS SERVICES, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Brinker Capital Investments, LLC 550.00%0.01%0.03%Q4 2021Q4 20225
Triumph Capital Management 410.09%0.12%0.24%Q4 2022Q1 20245
WEDBUSH SECURITIES INC 550.01%0.02%0.02%Q4 2016Q4 20175
WESTFIELD CAPITAL MANAGEMENT CO LP 550.21%0.27%0.32%Q4 2021Q4 20225
KNOTT DAVID M 550.07%0.16%0.23%Q4 2016Q4 20175
GRS Advisors, LLC 413.78%5.20%7.27%Q4 2021Q1 20245
AIGEN INVESTMENT MANAGEMENT, LP 210.04%0.17%0.39%Q4 2019Q3 20235
CAPTRUST FINANCIAL ADVISORS 310.00%0.00%0.00%Q3 2022Q4 20234
ELLINGTON MANAGEMENT GROUP LLC 440.01%0.04%0.07%Q2 2017Q1 20184
LGT Financial Advisors LLC 440.00%0.00%0.01%Q3 2023Q2 20244
Rehmann Capital Advisory Group 440.00%0.00%0.00%Q1 2018Q4 20184
American Portfolios Advisors 440.00%0.01%0.02%Q4 2021Q3 20224
Sequoia Financial Advisors, LLC 310.01%0.01%0.01%Q4 2021Q2 20244
Robeco Institutional Asset Management B.V. 440.01%0.01%0.02%Q3 2019Q2 20204
Kestra Advisory Services, LLC 210.00%0.02%0.04%Q2 2022Q2 20244
PRIVATE TRUST CO NA 440.00%0.00%0.00%Q3 2023Q2 20244
TWINBEECH CAPITAL LP 210.02%0.03%0.04%Q4 2021Q3 20234
WealthPLAN Partners, LLC 220.00%0.02%0.05%Q4 2021Q2 20234
Chicago Partners Investment Group LLC 440.01%0.01%0.01%Q4 2017Q3 20184
Steward Partners Investment Advisory, LLC 210.00%0.00%0.00%Q1 2018Q2 20244
Point72 Asset Management, L.P. 310.00%0.02%0.06%Q4 2021Q3 20234
Magnetar Financial LLC 210.01%0.02%0.04%Q2 2022Q4 20234
Jackson Creek Investment Advisors LLC 440.34%0.41%0.47%Q4 2021Q3 20224
VERTEX ONE ASSET MANAGEMENT INC. 440.96%2.72%3.74%Q3 2016Q2 20174
Mosaic Family Wealth, LLC 440.02%0.02%0.02%Q4 2016Q3 20174
Neuberger Berman Group LLC 310.00%0.01%0.01%Q1 2022Q2 20244
Retirement Group, LLC 310.00%0.01%0.01%Q3 2022Q1 20244
Ellis Investment Partners, LLC 440.08%0.09%0.10%Q4 2021Q3 20224
ACADIAN ASSET MANAGEMENT LLC 310.00%0.00%0.00%Q3 2019Q4 20204
CI INVESTMENTS INC. 440.00%0.00%0.00%Q4 2022Q3 20234
MARTINGALE ASSET MANAGEMENT L P 440.00%0.00%0.00%Q1 2019Q4 20194
V3 Capital Management, L.P. 440.97%6.89%12.85%Q3 2021Q2 20224
PATTON ALBERTSON MILLER GROUP, LLC 440.04%0.05%0.05%Q3 2023Q2 20244
Rockefeller Capital Management L.P. 440.00%0.00%0.00%Q4 2021Q3 20224
KOCH INDUSTRIES INC 440.02%0.04%0.08%Q2 2017Q1 20184
FORA Capital, LLC 220.00%0.03%0.08%Q4 2020Q3 20224
HB Wealth Management, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Mount Yale Investment Advisors, LLC 440.03%0.04%0.04%Q4 2021Q3 20224
Charter Oak Capital Management, LLC 440.00%0.00%0.00%Q3 2021Q2 20224
ZEKE CAPITAL ADVISORS, LLC 440.01%0.02%0.02%Q4 2021Q3 20224
Manchester Capital Management LLC 310.00%0.00%0.00%Q2 2022Q2 20234
Atom Investors LP 110.02%0.06%0.15%Q4 2018Q1 20244
Clearstead Advisors, LLC 310.00%0.01%0.01%Q4 2021Q3 20234
Vident Advisory, LLC 440.00%0.02%0.03%Q3 2023Q2 20244
OVERSEA-CHINESE BANKING Corp Ltd 440.12%0.16%0.22%Q4 2022Q3 20234
RESOURCES MANAGEMENT CORP /CT/ /ADV 440.00%0.00%0.00%Q4 2021Q3 20224
O'Dell Group, LLC 440.01%0.01%0.01%Q4 2021Q3 20224
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
Capital Advisors, Ltd. LLC 310.00%0.00%0.00%Q4 2022Q4 20234
Foresight Wealth Management, LLC 440.01%0.06%0.08%Q4 2021Q3 20224
Engineers Gate Manager LP 210.01%0.01%0.02%Q1 2020Q3 20234
Oliver Luxxe Assets LLC 440.15%0.19%0.23%Q3 2021Q2 20224
Walleye Trading LLC 210.00%0.00%0.00%Q4 2021Q3 20234
TUDOR INVESTMENT CORP ET AL 110.01%0.05%0.17%Q3 2016Q4 20234
Clarus Wealth Advisors 440.23%0.27%0.32%Q1 2022Q4 20224
Key FInancial Inc 440.00%0.00%0.00%Q1 2022Q4 20224
RFP Financial Group LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Pictet Asset Management Holding SA 440.00%0.00%0.00%Q3 2023Q2 20244
CARDEROCK CAPITAL MANAGEMENT INC 310.05%0.07%0.09%Q4 2021Q1 20234
Quadrature Capital Ltd 210.01%0.02%0.02%Q2 2017Q1 20224
Sentinus, LLC 440.10%0.13%0.17%Q3 2022Q2 20234
EXCHANGE TRADED CONCEPTS, LLC 440.03%0.03%0.04%Q3 2021Q2 20224
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 440.00%0.00%0.00%Q3 2023Q2 20244
JOYN Advisors, Inc. 440.00%0.00%0.00%Q1 2018Q4 20184
Weiss Multi-Strategy Advisers LLC 210.25%0.46%0.86%Q3 2016Q3 20233
Bayesian Capital Management, LP 110.02%0.04%0.05%Q4 2022Q1 20243
Neo Ivy Capital Management 110.09%0.28%0.42%Q4 2021Q3 20233
RAYMOND JAMES TRUST N.A. 330.01%0.01%0.01%Q3 2018Q1 20193
CAXTON ASSOCIATES LP 330.04%0.06%0.10%Q1 2019Q3 20193
EdgeRock Capital LLC 110.04%0.05%0.06%Q3 2022Q2 20243
Vision Capital Corp 210.85%3.62%7.17%Q4 2018Q2 20223
Prudent Man Advisors, LLC 330.06%0.06%0.07%Q2 2023Q4 20233
VALLEY NATIONAL ADVISERS INC 330.00%0.00%0.00%Q4 2023Q2 20243
Sachetta, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
WESTWOOD HOLDINGS GROUP INC 330.00%0.01%0.01%Q4 2022Q2 20233
Forward Management, LLC 330.09%0.18%0.35%Q3 2015Q1 20163
Cipher Capital LP 330.04%0.14%0.28%Q3 2019Q1 20203
EWG Elevate Inc. 210.05%0.38%1.01%Q4 2021Q4 20223
Simplicity Solutions, LLC 330.01%0.01%0.01%Q2 2023Q4 20233
LOEB PARTNERS CORP 210.02%0.03%0.03%Q3 2017Q4 20183
Ignite Planners, LLC 210.06%0.12%0.17%Q4 2021Q3 20233
Jefferies Group LLC 210.00%0.00%0.00%Q3 2019Q1 20213
Private Wealth Management Group, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Smartleaf Asset Management LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Kissinger Financial Services LLC 330.81%0.88%0.93%Q4 2016Q2 20173
XTX Topco Ltd 330.04%0.05%0.06%Q2 2023Q4 20233
SILVERHAWK ASSET MANAGEMENT, LLC 330.21%0.26%0.31%Q3 2022Q1 20233
PRIVATE MANAGEMENT GROUP INC 330.26%0.34%0.38%Q3 2015Q1 20163
Gotham Asset Management, LLC 210.00%0.01%0.01%Q1 2022Q2 20233
Lake Point Wealth Management 330.03%0.03%0.03%Q4 2021Q2 20223
MASTRAPASQUA ASSET MANAGEMENT INC 330.02%0.02%0.02%Q1 2023Q3 20233
Independent Advisor Alliance 330.01%0.01%0.01%Q4 2021Q2 20223
TWO SIGMA SECURITIES, LLC 110.00%0.01%0.01%Q3 2018Q2 20233
NAVELLIER & ASSOCIATES INC 330.08%0.09%0.10%Q1 2022Q3 20223
CHICAGO TRUST Co NA 330.03%0.04%0.05%Q4 2023Q2 20243
Prosperitas Financial LLC 330.62%0.72%0.78%Q3 2023Q1 20243
BOOTHBAY FUND MANAGEMENT, LLC 110.01%0.04%0.07%Q4 2021Q4 20223
GAMMA Investing LLC 330.00%0.00%0.00%Q4 2023Q2 20243
TFS CAPITAL LLC 110.02%0.06%0.14%Q2 2015Q1 20173
D'Orazio & Associates, Inc. 330.00%0.00%0.00%Q2 2020Q4 20203
January Capital Advisors LLC 330.21%0.32%0.54%Q4 2021Q2 20223
HEITMAN REAL ESTATE SECURITIES LLC 210.88%1.50%2.36%Q4 2021Q1 20243
Teamwork Financial Advisors, LLC 330.05%0.08%0.11%Q4 2021Q2 20223
Main Street Financial Solutions, LLC 330.04%0.08%0.10%Q4 2021Q2 20223
Walleye Capital LLC 110.03%0.17%0.45%Q3 2020Q4 20223
AlphaCrest Capital Management LLC 330.02%0.03%0.03%Q1 2022Q3 20223
Delta Investment Management, LLC 330.07%0.08%0.09%Q4 2021Q2 20223
Matarin Capital Management, LLC 330.02%0.03%0.03%Q3 2016Q1 20173
Capital Asset Advisory Services LLC 330.03%0.04%0.04%Q4 2021Q2 20223
Hillsdale Investment Management Inc. 330.05%0.06%0.07%Q1 2022Q3 20223
RVB CAPITAL MANAGEMENT LLC 112.08%2.22%2.42%Q4 2018Q1 20223
Monarch Alternative Capital LP 338.82%11.87%16.18%Q3 2015Q1 20163
Realta Investment Advisors 210.00%0.01%0.04%Q1 2019Q1 20223
BNP Paribas Asset Management Holding S.A. 330.00%0.00%0.00%Q1 2023Q3 20233
PRINCIPAL SECURITIES, INC. 330.00%0.00%0.00%Q4 2023Q2 20243
Advisors Capital Management, LLC 330.01%0.01%0.01%Q2 2022Q4 20223
Hudock, Inc. 330.00%0.01%0.03%Q2 2017Q4 20173
STEVENS CAPITAL MANAGEMENT LP 110.05%0.06%0.08%Q4 2021Q3 20233
Maryland State Retirement & Pension System 330.02%0.04%0.06%Q3 2021Q1 20223
Financial Gravity Companies, Inc. 210.00%0.00%0.00%Q4 2017Q4 20183
MOODY ALDRICH PARTNERS LLC 330.43%0.66%0.87%Q1 2023Q3 20233
Commonwealth Equity Services, Inc 330.00%0.00%0.00%Q1 2017Q3 20173
Worth Venture Partners, LLC 210.16%0.19%0.22%Q1 2022Q4 20223
Perpetual Ltd 210.00%0.01%0.01%Q1 2023Q2 20243
HM PAYSON & CO 330.00%0.00%0.00%Q4 2023Q2 20243
AdvisorNet Financial, Inc 330.00%0.00%0.00%Q4 2023Q2 20243
Glen Eagle Advisors, LLC 330.00%0.00%0.00%Q2 2022Q4 20223
MQS Management LLC 210.15%0.19%0.24%Q2 2022Q3 20233
Curi Wealth Management, LLC 330.03%0.03%0.03%Q4 2021Q2 20223
Senvest Management, LLC 210.04%0.21%0.30%Q4 2013Q4 20163
Paloma Partners Management Co 210.01%0.01%0.01%Q3 2019Q1 20223
DARK FOREST CAPITAL MANAGEMENT LP 210.00%0.02%0.04%Q3 2022Q3 20233
Bank Pictet & Cie (Europe) AG 330.02%0.02%0.02%Q2 2023Q4 20233
SYNOVUS FINANCIAL CORP 220.00%0.00%0.00%Q1 2020Q2 20202
Hightower 6M Holding, LLC 220.03%0.03%0.04%Q1 2022Q2 20222
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 220.02%0.07%0.13%Q4 2021Q1 20222
BT Wealth Management LLC 220.06%0.07%0.07%Q1 2022Q2 20222
BlueSky Wealth Advisors, LLC 220.04%0.05%0.06%Q1 2023Q2 20232
Zebra Capital Management LLC 220.04%0.04%0.04%Q2 2016Q3 20162
KINGSWOOD WEALTH ADVISORS, LLC 110.03%0.03%0.03%Q4 2023Q2 20242
Avion Wealth 110.00%0.02%0.03%Q4 2021Q3 20232
FIRST FINANCIAL BANKSHARES INC 220.01%0.01%0.02%Q4 2023Q1 20242
Arlington Capital Management, Inc. 220.45%0.56%0.66%Q3 2019Q4 20192
ROTHSCHILD INVESTMENT LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Stonebridge Capital Advisors LLC 110.00%0.00%0.01%Q4 2021Q3 20222
Madison International Realty Holdings, LLC 222.09%2.18%2.26%Q2 2020Q3 20202
NumerixS Investment Technologies Inc 220.00%0.01%0.01%Q4 2016Q1 20172
Alyeska Investment Group, L.P. 220.02%0.07%0.13%Q3 2016Q4 20162
Herold Advisors, Inc. 110.02%0.02%0.02%Q3 2021Q1 20222
RPg Family Wealth Advisory, LLC 220.06%0.06%0.06%Q4 2021Q1 20222
Mesirow Institutional Investment Management, Inc. 220.79%1.06%1.33%Q1 2024Q2 20242
Maven Securities LTD 220.13%0.25%0.37%Q3 2021Q4 20212
Graham Capital Management, L.P. 110.01%0.01%0.02%Q4 2021Q3 20222
Perigon Wealth Management, LLC 220.02%0.02%0.02%Q1 2017Q2 20172
Fountainhead AM, LLC 220.21%0.33%0.45%Q4 2021Q1 20222
Gillson Capital LP 220.35%0.36%0.38%Q1 2024Q2 20242
Fortress Wealth Group, LLC 220.16%0.18%0.19%Q4 2021Q1 20222
Wealth Alliance 220.05%0.05%0.05%Q4 2021Q1 20222
Gyon Technologies Capital Management, LP 110.16%0.27%0.38%Q4 2021Q4 20222
Claraphi Advisory Network, LLC 110.02%0.15%0.28%Q1 2020Q4 20212
HANSEATIC MANAGEMENT SERVICES INC 220.00%0.00%0.00%Q4 2019Q1 20202
Horizon Investments, LLC 220.02%0.02%0.02%Q2 2018Q3 20182
Greenland Capital Management LP 220.19%0.22%0.25%Q3 2023Q4 20232
NATIXIS 110.00%0.05%0.09%Q3 2017Q4 20212
Patriot Financial Group Insurance Agency, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
K2 PRINCIPAL FUND, L.P. 220.03%0.03%0.04%Q1 2017Q2 20172
Gen-Wealth Partners Inc 220.04%0.05%0.05%Q1 2024Q2 20242
WELD CAPITAL MANAGEMENT LLC 110.03%0.07%0.12%Q2 2019Q1 20202
ANCHOR CAPITAL ADVISORS LLC 220.00%0.00%0.00%Q1 2014Q2 20142
MSI Financial Services Inc 220.00%0.00%0.00%Q3 2016Q4 20162
VISTA CAPITAL PARTNERS, INC. 220.03%0.03%0.03%Q4 2021Q1 20222
CIBC Private Wealth Group LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Quarry LP 220.00%0.00%0.00%Q1 2024Q2 20242
C M BIDWELL & ASSOCIATES LTD 220.05%0.09%0.13%Q3 2019Q4 20192
Johnson Financial Group, Inc. 220.00%0.00%0.00%Q4 2021Q1 20222
Monashee Investment Management LLC 110.58%1.32%2.06%Q3 2016Q3 20172
55I, LLC 220.02%0.03%0.04%Q4 2021Q1 20222
Doyle Wealth Management 220.04%0.04%0.04%Q4 2021Q1 20222
MILES CAPITAL, INC. 220.15%0.16%0.17%Q3 2018Q4 20182
SECOR Capital Advisors, LP 110.04%0.21%0.38%Q1 2016Q4 20162
GHP Investment Advisors, Inc. 220.00%0.00%0.00%Q1 2022Q2 20222
Alberta Investment Management Corp 110.01%0.02%0.02%Q2 2020Q2 20212
Savant Capital, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Elequin Capital, LP 220.28%0.33%0.38%Q3 2022Q4 20222
PDT Partners, LLC 220.01%0.01%0.01%Q1 2015Q2 20152
Simplicity Wealth,LLC 220.01%0.01%0.01%Q1 2024Q2 20242
Linscomb Wealth, Inc. 220.04%0.04%0.04%Q4 2021Q1 20222
Phraction Management LLC 220.20%0.25%0.30%Q4 2021Q1 20222
FineMark National Bank & Trust 220.00%0.00%0.00%Q3 2016Q4 20162
Prestige Wealth Management Group LLC 110.00%0.00%0.00%Q1 2020Q3 20232
TimeScale Financial, Inc. 220.01%0.01%0.01%Q1 2023Q2 20232
Land & Buildings Investment Management 221.98%2.21%2.44%Q1 2023Q2 20232
RUSH ISLAND MANAGEMENT, LP 225.59%5.87%6.15%Q3 2021Q4 20212
Bridgefront Capital, LLC 110.06%0.19%0.32%Q4 2020Q3 20212
Corient Private Wealth LLC 220.00%0.00%0.00%Q2 2023Q3 20232
FOX RUN MANAGEMENT, L.L.C. 110.10%0.18%0.25%Q4 2021Q1 20232
Ethic Inc. 220.01%0.01%0.01%Q1 2023Q2 20232
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT 220.35%0.43%0.50%Q3 2018Q4 20182
Surevest, LLC 220.02%0.02%0.02%Q2 2022Q3 20222
Sheaff Brock Investment Advisors, LLC 220.02%0.02%0.02%Q1 2017Q2 20172
Texas Capital Bank Wealth Management Services Inc 220.05%0.05%0.06%Q1 2024Q2 20242
Senator Investment Group LP 220.32%0.33%0.34%Q3 2015Q4 20152
Bray Capital Advisors 220.01%0.01%0.02%Q1 2018Q2 20182
Brevan Howard Capital Management LP 110.00%0.00%0.01%Q4 2023Q2 20242
Magnus Financial Group LLC 220.05%0.05%0.05%Q1 2020Q2 20202
NewEdge Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20222
Employees Retirement System of Texas 110.01%0.02%0.02%Q2 2023Q2 20242
INCEPTIONR LLC 110.20%0.21%0.23%Q1 2023Q4 20232
Parallax Volatility Advisers, L.P. 110.00%0.00%0.00%Q4 2017Q1 20192
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 220.09%0.09%0.10%Q4 2021Q1 20222
EntryPoint Capital, LLC 220.02%0.05%0.09%Q1 2024Q2 20242
Ergoteles LLC 110.00%0.10%0.19%Q2 2021Q4 20212
AlphaStar Capital Management, LLC 220.02%0.02%0.02%Q4 2021Q1 20222
San Luis Wealth Advisors LLC 220.31%0.32%0.33%Q2 2023Q3 20232
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 220.02%0.02%0.02%Q2 2021Q3 20212
Joseph P. Lucia & Associates, LLC 220.02%0.02%0.02%Q1 2022Q2 20222
Redpoint Investment Management Pty Ltd 220.03%0.03%0.03%Q2 2022Q3 20222
HIGHBRIDGE CAPITAL MANAGEMENT LLC 110.10%0.10%0.10%Q3 2016Q3 20161
EDMUNDS WHITE PARTNERS LLC 114.66%4.66%4.66%Q3 2014Q3 20141
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 110.01%0.01%0.01%Q2 2024Q2 20241
MAKENA CAPITAL MANAGEMENT LLC 112.33%2.33%2.33%Q2 2024Q2 20241
Rotella Capital Management, Inc. 110.12%0.12%0.12%Q3 2015Q3 20151
SeaCrest Wealth Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Pine River Capital Management L.P. 110.10%0.10%0.10%Q3 2016Q3 20161
Psagot Value Holdings Ltd. / (Israel) 110.00%0.00%0.00%Q1 2023Q1 20231
Dynamic Wealth Strategies, LLC 110.01%0.01%0.01%Q4 2023Q4 20231
EVERGREEN CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Corebridge Financial, Inc. 110.04%0.04%0.04%Q2 2024Q2 20241
LaSalle St. Investment Advisors, LLC 110.08%0.08%0.08%Q4 2022Q4 20221
Insight Inv LLC 110.03%0.03%0.03%Q2 2022Q2 20221
MV CAPITAL MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2024Q2 20241
Inspire Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Soros Fund Management 110.07%0.07%0.07%Q3 2016Q3 20161
Riggs Asset Managment Co. Inc. 110.00%0.00%0.00%Q2 2024Q2 20241
UMB Bank, n.a. 110.00%0.00%0.00%Q2 2024Q2 20241
Paulson Wealth Management Inc. 110.00%0.00%0.00%Q4 2017Q4 20171
Kalos Management, Inc. 110.26%0.26%0.26%Q1 2022Q1 20221
LAZARI CAPITAL MANAGEMENT, INC. 110.12%0.12%0.12%Q2 2023Q2 20231
MOORE CAPITAL MANAGEMENT, LP 110.08%0.08%0.08%Q3 2016Q3 20161
COLDSTREAM CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q1 2022Q1 20221
Kolinsky Wealth Management, LLC 110.30%0.30%0.30%Q4 2021Q4 20211
Aaron Wealth Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Proficio Capital Partners LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Beaird Harris Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
SPRING CREEK CAPITAL LLC 110.02%0.02%0.02%Q2 2018Q2 20181
Financial Management Professionals, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
CUSTOM INDEX SYSTEMS, LLC 110.16%0.16%0.16%Q4 2023Q4 20231
Lloyd Advisory Services, LLC. 110.03%0.03%0.03%Q4 2021Q4 20211
WIPFLI FINANCIAL ADVISORS LLC, 110.01%0.01%0.01%Q3 2022Q3 20221
West Financial Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 110.03%0.03%0.03%Q2 2016Q2 20161
State of New Jersey Common Pension Fund A 110.01%0.01%0.01%Q1 2014Q1 20141
DAGCO, INC. 110.01%0.01%0.01%Q4 2023Q4 20231
DEERE & CO 110.02%0.02%0.02%Q3 2016Q3 20161
COOPER CREEK PARTNERS MANAGEMENT LLC 110.44%0.44%0.44%Q2 2020Q2 20201
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q2 2024Q2 20241
CONDOR CAPITAL MANAGEMENT 110.03%0.03%0.03%Q1 2022Q1 20221
Kovack Advisors, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
State of New Jersey Common Pension Fund E 110.19%0.19%0.19%Q1 2014Q1 20141
KRV Capital LP 111.53%1.53%1.53%Q3 2016Q3 20161
Parkwood LLC 110.02%0.02%0.02%Q3 2015Q3 20151
FirstPurpose Wealth LLC 110.19%0.19%0.19%Q1 2022Q1 20221
SRS Capital Advisors, Inc. 110.00%0.00%0.00%Q2 2024Q2 20241
MIK Capital, LP 110.11%0.11%0.11%Q3 2020Q3 20201
Vigilant Capital Management, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Ashton Thomas Private Wealth, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
LRI Investments, LLC 110.00%0.00%0.00%Q1 2024Q1 20241
Meridian Wealth Management, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Hibernia Wealth Partners, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Pinz Capital Management, LP 113.60%3.60%3.60%Q1 2020Q1 20201
KINGS POINT CAPITAL MANAGEMENT 110.01%0.01%0.01%Q4 2021Q4 20211
Atria Investments, Inc 110.01%0.01%0.01%Q2 2024Q2 20241
SageView Advisory Group, LLC 110.01%0.01%0.01%Q4 2023Q4 20231
PFG Investments, LLC 110.01%0.01%0.01%Q1 2024Q1 20241
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 110.01%0.01%0.01%Q2 2024Q2 20241
Philadelphia Financial Management of San Francisco, LLC 110.55%0.55%0.55%Q4 2016Q4 20161
Gallagher Fiduciary Advisors, LLC 110.10%0.10%0.10%Q2 2024Q2 20241
Vanderbilt University 110.05%0.05%0.05%Q1 2024Q1 20241
ASSOCIATED BANC-CORP 110.00%0.00%0.00%Q1 2020Q1 20201
ZACKS INVESTMENT MANAGEMENT 110.00%0.00%0.00%Q4 2021Q4 20211
Boston Partners 110.00%0.00%0.00%Q1 2024Q1 20241
CONTINENTAL ADVISORS LLC 110.11%0.11%0.11%Q3 2015Q3 20151
BAMCO INC /NY/ 110.02%0.02%0.02%Q2 2024Q2 20241
Freedom Investment Management, Inc. 110.04%0.04%0.04%Q1 2022Q1 20221
Centiva Capital, LP 110.02%0.02%0.02%Q2 2024Q2 20241
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
FIL Ltd 110.00%0.00%0.00%Q2 2024Q2 20241
ANALYTIC INVESTORS, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
AXXCESS WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
CFO4Life, L.P. 110.10%0.10%0.10%Q4 2022Q4 20221
MOODY NATIONAL BANK TRUST DIVISION 110.00%0.00%0.00%Q4 2018Q4 20181
Independent Wealth Network Inc. 110.29%0.29%0.29%Q4 2021Q4 20211
Arkadios Wealth Advisors 110.04%0.04%0.04%Q4 2021Q4 20211
ENTERPRISE FINANCIAL SERVICES CORP 110.00%0.00%0.00%Q2 2021Q2 20211
EASTERLY INVESTMENT PARTNERS LLC 110.65%0.65%0.65%Q1 2024Q1 20241
Oak Thistle LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Optiver Holding B.V. 110.00%0.00%0.00%Q2 2024Q2 20241
Advantage Alpha Capital Partners LP 110.18%0.18%0.18%Q1 2023Q1 20231
Holocene Advisors, LP 110.02%0.02%0.02%Q1 2024Q1 20241
Pathstone Holdings, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Cornerstone Investment Partners, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
683 Capital Management, LLC 110.64%0.64%0.64%Q1 2014Q1 20141
WealthPlan Investment Management, LLC 110.05%0.05%0.05%Q1 2022Q1 20221
Orgel Wealth Management, LLC 110.04%0.04%0.04%Q1 2017Q1 20171
Summit Trail Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Crewe Advisors LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Federation des caisses Desjardins du Quebec 110.01%0.01%0.01%Q2 2024Q2 20241
Fortis Capital Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
CM WEALTH ADVISORS LLC 110.04%0.04%0.04%Q1 2023Q1 20231
Baker Avenue Asset Management, LP 110.00%0.00%0.00%Q2 2023Q2 20231
Stephens Consulting, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Chessman Wealth Strategies RIA 110.01%0.01%0.01%Q3 2018Q3 20181
Castle Hook Partners LP 110.04%0.04%0.04%Q1 2023Q1 20231
ALLSTATE CORP 110.04%0.04%0.04%Q1 2024Q1 20241
IFG Advisory, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Triad Wealth Partners, LLC 110.08%0.08%0.08%Q2 2024Q2 20241
Personal Capital Advisors Corp 110.00%0.00%0.00%Q4 2021Q4 20211
Leucadia National 110.00%0.00%0.00%Q3 2023Q3 20231
ZRC WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2023Q4 20231
SUMMIT SECURITIES GROUP LLC 110.01%0.01%0.01%Q4 2022Q4 20221
IFM Investors Pty Ltd 110.01%0.01%0.01%Q2 2024Q2 20241
RGT Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Empyrean Capital Partners, LP 111.19%1.19%1.19%Q3 2016Q3 20161
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
WFG Advisors, LP 110.04%0.04%0.04%Q2 2017Q2 20171
Tarbox Family Office, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
LUMINUS MANAGEMENT LLC 110.59%0.59%0.59%Q1 2020Q1 20201
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.04%0.04%0.04%Q4 2016Q4 20161
Gitterman Wealth Management, LLC 112.91%2.91%2.91%Q4 2021Q4 20211
Brookstone Capital Management 110.01%0.01%0.01%Q4 2021Q4 20211
Willis Johnson & Associates, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
Beacon Pointe Advisors, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Bensler, LLC 110.06%0.06%0.06%Q4 2021Q4 20211
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
TUCKER ASSET MANAGEMENT LLC 110.02%0.02%0.02%Q4 2021Q4 20211
NinePointTwo Capital LLC 110.10%0.10%0.10%Q4 2021Q4 20211
Colonial River Investments, LLC 110.20%0.20%0.20%Q4 2021Q4 20211
Lee Financial Co 110.00%0.00%0.00%Q2 2022Q2 20221
Diversify Advisory Services, LLC 110.01%0.01%0.01%Q1 2024Q1 20241
EXANE DERIVATIVES 110.05%0.05%0.05%Q1 2022Q1 20221
Itau Unibanco Holding S.A. 110.01%0.01%0.01%Q4 2019Q4 20191
Presidio Capital Management, LLC 110.20%0.20%0.20%Q4 2021Q4 20211
Westchester Capital Management, LLC 110.01%0.01%0.01%Q3 2016Q3 20161
CAPITAL WEALTH MANAGEMENT, LLC 110.61%0.61%0.61%Q1 2022Q1 20221
ASCEND CAPITAL, LLC 110.17%0.17%0.17%Q3 2016Q3 20161
Moab Capital Partners 110.57%0.57%0.57%Q3 2015Q3 20151
COMERICA SECURITIES,INC. 110.00%0.00%0.00%Q4 2022Q4 20221
JACOBS LEVY EQUITY MANAGEMENT, INC 110.01%0.01%0.01%Q1 2015Q1 20151
PATHSTONE FAMILY OFFICE, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Invictus RG 110.36%0.36%0.36%Q4 2017Q4 20171
CHICAGO EQUITY PARTNERS LLC 110.05%0.05%0.05%Q3 2016Q3 20161
HORIZON FINANCIAL SERVICES, LLC 110.01%0.01%0.01%Q1 2024Q1 20241
BlackRock Group LTD 110.00%0.00%0.00%Q4 2016Q4 20161
Redwood Investment Management, LLC 110.10%0.10%0.10%Q1 2022Q1 20221
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Global Endowment Management, LP 110.06%0.06%0.06%Q2 2022Q2 20221
Financial Enhancement Group LLC 110.45%0.45%0.45%Q1 2022Q1 20221
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 110.02%0.02%0.02%Q4 2021Q4 20211
Strategic Financial Concepts, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
First Trust Direct Indexing L.P. 110.02%0.02%0.02%Q4 2020Q4 20201
MIRABELLA FINANCIAL SERVICES LLP 110.12%0.12%0.12%Q4 2021Q4 20211
American Trust 110.01%0.01%0.01%Q1 2023Q1 20231
Piermont Capital Management Inc. 110.54%0.54%0.54%Q2 2018Q2 20181
25 LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Capula Management Ltd 110.00%0.00%0.00%Q1 2024Q1 20241
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
Confluence Wealth Services, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
B&I Capital AG 113.49%3.49%3.49%Q2 2024Q2 20241
Amalgamated Financial Corp. 110.02%0.02%0.02%Q1 2022Q1 20221
Emerald Acquisition Ltd. 110.00%0.00%0.00%Q2 2016Q2 20161
Acrospire Investment Management LLC 110.01%0.01%0.01%Q2 2017Q2 20171
Syntal Capital Partners, LLC 110.50%0.50%0.50%Q4 2019Q4 20191
APG Asset Management US Inc. 110.05%0.05%0.05%Q2 2024Q2 20241
Resurgent Financial Advisors LLC 110.14%0.14%0.14%Q4 2022Q4 20221
UBS AG 110.00%0.00%0.00%Q3 2014Q3 20141
Avidian Wealth Enterprises, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Integrated Advisors Network LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Krilogy Financial LLC 110.00%0.00%0.00%Q2 2016Q2 20161
INTECH INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q2 2024Q2 20241
External links

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