INDEPENDENCE RLTY TR INC shareholder history

Current and past INDEPENDENCE RLTY TR INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Citadel Advisors 2710.00%0.00%0.01%Q2 2014Q3 202366
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1520.00%0.00%0.00%Q4 2014Q3 202360
BARD ASSOCIATES INC 41410.54%0.92%1.34%Q3 2013Q3 202341
WELLS FARGO & COMPANY/MN 41410.00%0.00%0.00%Q3 2013Q3 202341
BLAIR WILLIAM & CO/IL 41410.00%0.05%0.08%Q3 2013Q3 202341
MORGAN STANLEY 40400.00%0.00%0.01%Q4 2013Q3 202340
VANGUARD GROUP INC 39390.00%0.01%0.02%Q1 2014Q3 202339
ROYAL BANK OF CANADA 39390.00%0.00%0.00%Q1 2014Q3 202339
PRICE T ROWE ASSOCIATES INC /MD/ 39390.00%0.00%0.00%Q1 2014Q3 202339
Nuveen Asset Management, LLC 39390.00%0.03%0.08%Q1 2014Q3 202339
GEODE CAPITAL MANAGEMENT, LLC 39390.00%0.00%0.01%Q1 2014Q3 202339
NORTHERN TRUST CORP 39390.00%0.00%0.02%Q1 2014Q3 202339
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 3170.00%0.00%0.01%Q3 2013Q3 202338
State of New Jersey Common Pension Fund D 38380.01%0.03%0.04%Q2 2014Q3 202338
UBS Group AG 3050.00%0.00%0.00%Q4 2014Q3 202338
DEUTSCHE BANK AG\ 3620.00%0.01%0.07%Q4 2013Q3 202338
US BANCORP \DE\ 38380.00%0.00%0.00%Q2 2014Q3 202338
CITIGROUP INC 3710.00%0.00%0.05%Q4 2013Q3 202338
GOLDMAN SACHS GROUP INC 3150.00%0.00%0.01%Q3 2014Q3 202337
BANK OF AMERICA CORP /DE/ 3010.00%0.00%0.00%Q4 2013Q3 202337
Sumitomo Mitsui Trust Holdings, Inc. 37370.00%0.00%0.01%Q3 2014Q3 202337
Bank of New York Mellon Corp 37370.00%0.00%0.01%Q3 2014Q3 202337
Mitsubishi UFJ Asset Management Co., Ltd. 37370.00%0.00%0.01%Q3 2014Q3 202337
STATE STREET CORP 37370.00%0.00%0.02%Q3 2014Q3 202337
Daiwa Securities Group Inc. 37370.00%0.00%0.01%Q3 2014Q3 202337
Asset Management One Co., Ltd. 37370.00%0.01%0.04%Q3 2014Q3 202337
SHEETS SMITH WEALTH MANAGEMENT 37370.15%0.25%0.32%Q3 2014Q3 202337
Invesco Ltd. 36360.00%0.00%0.01%Q4 2014Q3 202336
ALLIANCEBERNSTEIN L.P. 3330.00%0.03%0.05%Q3 2013Q3 202336
METROPOLITAN LIFE INSURANCE CO/NY 3420.00%0.01%0.02%Q3 2014Q3 202336
MANUFACTURERS LIFE INSURANCE COMPANY, THE 36360.00%0.00%0.00%Q4 2014Q3 202336
VICTORY CAPITAL MANAGEMENT INC 18170.00%0.00%0.00%Q4 2014Q3 202335
AMERICAN INTERNATIONAL GROUP, INC. 35350.00%0.01%0.06%Q1 2015Q3 202335
RAYMOND JAMES & ASSOCIATES 35350.00%0.01%0.04%Q3 2014Q1 202335
CREDIT SUISSE AG/ 3130.00%0.00%0.01%Q4 2014Q3 202334
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 34340.00%0.01%0.02%Q2 2015Q3 202334
RHUMBLINE ADVISERS 34340.00%0.01%0.02%Q2 2015Q3 202334
STRS OHIO 34340.00%0.01%0.04%Q2 2015Q3 202334
BARCLAYS PLC 34340.00%0.00%0.01%Q2 2015Q3 202334
NEW YORK STATE COMMON RETIREMENT FUND 34340.00%0.00%0.01%Q2 2015Q3 202334
NOMURA ASSET MANAGEMENT CO LTD 34340.00%0.01%0.03%Q2 2015Q3 202334
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 34340.00%0.00%0.01%Q2 2015Q3 202334
BNP PARIBAS FINANCIAL MARKETS 3030.00%0.00%0.00%Q2 2015Q3 202333
BlackRock Inc. 33330.00%0.01%0.03%Q3 2015Q3 202333
DIMENSIONAL FUND ADVISORS LP 33330.00%0.01%0.02%Q3 2015Q3 202333
FIRST MANHATTAN CO. LLC. 33330.00%0.00%0.00%Q3 2015Q3 202333
FIRST TRUST ADVISORS LP 3020.00%0.00%0.01%Q4 2014Q3 202332
Renaissance Technologies 2930.00%0.03%0.09%Q1 2015Q1 202332
Tower Research Capital LLC (TRC) 1410.00%0.00%0.01%Q4 2013Q3 202331
JPMORGAN CHASE & CO 31310.00%0.00%0.01%Q1 2016Q3 202331
NISA INVESTMENT ADVISORS, LLC 31310.00%0.01%0.02%Q1 2016Q3 202331
PNC FINANCIAL SERVICES GROUP, INC. 2910.00%0.00%0.00%Q3 2014Q3 202330
PARAMETRIC PORTFOLIO ASSOCIATES LLC 30300.00%0.00%0.01%Q4 2014Q1 202230
AMERIPRISE FINANCIAL INC 2710.00%0.00%0.01%Q2 2014Q3 202330
IndexIQ Advisors LLC 30300.01%0.03%0.08%Q4 2014Q1 202230
AQR Capital Management 1920.00%0.00%0.01%Q1 2015Q3 202330
Legal & General Group Plc 30300.00%0.00%0.01%Q2 2016Q3 202330
VOYA INVESTMENT MANAGEMENT LLC 30300.00%0.00%0.01%Q2 2016Q3 202330
THRIVENT FINANCIAL FOR LUTHERANS 29290.00%0.04%0.13%Q3 2016Q3 202329
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 29290.00%0.01%0.04%Q3 2016Q3 202329
BANK OF MONTREAL /CAN/ 2610.00%0.00%0.00%Q1 2016Q3 202329
PRUDENTIAL FINANCIAL INC 29290.00%0.01%0.07%Q3 2016Q3 202329
RMR Advisors LLC 29290.40%1.78%2.92%Q3 2013Q3 202029
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 2620.00%0.01%0.02%Q3 2016Q3 202328
Swiss National Bank 28280.00%0.00%0.01%Q4 2016Q3 202328
UBS ASSET MANAGEMENT AMERICAS INC 28280.00%0.00%0.01%Q4 2016Q3 202328
MACQUARIE GROUP LTD 28280.00%0.05%0.20%Q4 2016Q3 202328
PRINCIPAL FINANCIAL GROUP INC 28280.00%0.02%0.04%Q4 2016Q3 202328
Russell Investments Group, Ltd. 28280.01%0.02%0.09%Q4 2016Q3 202328
GREAT WEST LIFE ASSURANCE CO /CAN/ 16120.00%0.01%0.02%Q3 2016Q3 202328
Taylor Frigon Capital Management LLC 2440.32%0.68%0.99%Q3 2015Q3 202328
GUGGENHEIM CAPITAL LLC 2440.00%0.00%0.02%Q3 2015Q3 202228
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
Zurcher Kantonalbank (Zurich Cantonalbank) 27270.00%0.00%0.01%Q1 2017Q3 202327
SHELL ASSET MANAGEMENT CO 27270.01%0.02%0.03%Q1 2017Q3 202327
Ameritas Investment Partners, Inc. 27270.00%0.02%0.07%Q1 2017Q3 202327
Louisiana State Employees Retirement System 26260.01%0.02%0.07%Q2 2017Q3 202326
State of Alaska, Department of Revenue 26260.00%0.02%0.07%Q2 2017Q3 202326
Parallel Advisors, LLC 26260.00%0.00%0.00%Q2 2017Q3 202326
TEXAS PERMANENT SCHOOL FUND CORP 26260.01%0.02%0.06%Q2 2017Q3 202326
Arizona State Retirement System 26260.00%0.01%0.02%Q2 2017Q3 202326
LADENBURG THALMANN FINANCIAL SERVICES INC. 26260.01%0.01%0.02%Q3 2013Q4 201926
Phocas Financial Corp. 26260.80%1.25%1.86%Q2 2017Q3 202326
GW&K Investment Management, LLC 26260.00%0.04%0.10%Q2 2017Q3 202326
Versant Capital Management, Inc 26260.00%0.00%0.01%Q3 2017Q4 202326
IFP Advisors, Inc 1170.00%0.00%0.01%Q2 2016Q3 202326
JENNISON ASSOCIATES LLC 25250.01%0.03%0.07%Q3 2017Q3 202325
Cambridge Investment Research Advisors, Inc. 25250.00%0.04%0.20%Q3 2017Q3 202325
WELLINGTON MANAGEMENT GROUP LLP 1810.00%0.01%0.03%Q3 2013Q3 202325
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 2050.00%0.01%0.03%Q2 2017Q3 202325
SG Americas Securities, LLC 2210.00%0.01%0.03%Q3 2016Q3 202324
MetLife Investment Management, LLC 24240.00%0.01%0.04%Q4 2017Q3 202324
MILLENNIUM MANAGEMENT LLC 710.00%0.01%0.06%Q4 2014Q3 202324
COMERICA BANK 23230.01%0.02%0.10%Q2 2017Q4 202223
LPL Financial LLC 1010.00%0.00%0.01%Q4 2015Q3 202323
ProShare Advisors LLC 1490.00%0.00%0.00%Q4 2017Q3 202323
HSBC HOLDINGS PLC 2210.00%0.00%0.01%Q4 2016Q3 202323
FEDERATED HERMES, INC. 1760.00%0.01%0.06%Q3 2016Q3 202323
State of Tennessee, Treasury Department 2020.00%0.00%0.01%Q2 2017Q2 202322
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 22220.00%0.01%0.05%Q2 2018Q3 202322
Glassman Wealth Services 22220.00%0.00%0.00%Q2 2018Q3 202322
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 22220.00%0.01%0.05%Q2 2018Q3 202322
Raymond James Financial Services Advisors, Inc. 12100.00%0.00%0.00%Q1 2017Q3 202322
Foundry Partners, LLC 22220.12%0.23%0.30%Q1 2014Q2 201922
Sound Income Strategies, LLC 1480.00%0.01%0.04%Q4 2017Q3 202322
Cutler Group LLC / CA 920.00%0.00%0.01%Q3 2016Q3 201921
Mirae Asset Global Investments Co., Ltd. 21210.00%0.03%0.14%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
AMALGAMATED BANK 10100.00%0.01%0.03%Q4 2017Q3 202320
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 20200.01%0.01%0.02%Q4 2018Q3 202320
PEAK6 Investments LLC 410.00%0.00%0.01%Q3 2018Q3 202120
Lindbrook Capital, LLC 20200.01%0.02%0.03%Q4 2018Q3 202320
Sutton Wealth Advisors Inc. 20200.00%0.01%0.01%Q1 2018Q4 202220
PUBLIC SECTOR PENSION INVESTMENT BOARD 20200.00%0.02%0.07%Q2 2017Q1 202220
Ancora Advisors LLC 20200.01%0.22%0.50%Q3 2016Q2 202120
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA 20200.01%0.04%0.09%Q4 2015Q3 202020
VIRGINIA RETIREMENT SYSTEMS ET AL 1550.00%0.03%0.08%Q3 2018Q3 202320
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 19190.00%0.00%0.01%Q1 2019Q3 202319
CONGRESS ASSET MANAGEMENT CO /MA 19190.01%0.02%0.03%Q1 2019Q3 202319
REGIONS FINANCIAL CORP 19190.00%0.00%0.00%Q1 2019Q3 202319
PROFUND ADVISORS LLC 1210.01%0.01%0.02%Q2 2017Q3 202319
EVERENCE CAPITAL MANAGEMENT INC 19190.02%0.03%0.04%Q3 2017Q1 202219
SPIRIT OF AMERICA MANAGEMENT CORP/NY 1710.02%0.10%0.30%Q3 2013Q3 201819
Penserra Capital Management LLC 1270.00%0.01%0.03%Q4 2015Q3 202319
NEXPOINT ASSET MANAGEMENT, L.P. 17170.05%0.64%1.87%Q3 2019Q3 202318
Atlantic Union Bankshares Corp 18180.10%0.22%0.40%Q2 2019Q3 202318
Pointe Capital Management LLC 18180.22%0.38%0.52%Q2 2019Q3 202318
FMR LLC 1410.00%0.00%0.00%Q4 2018Q3 202318
NATIXIS ADVISORS, L.P. 1320.00%0.01%0.01%Q2 2018Q2 202318
LOOMIS SAYLES & CO L P 17170.00%0.00%0.00%Q3 2019Q3 202317
SIGNATUREFD, LLC 1020.00%0.00%0.02%Q1 2018Q3 202317
Cubist Systematic Strategies, LLC 810.00%0.02%0.12%Q2 2018Q3 202317
KENNEDY CAPITAL MANAGEMENT LLC 17170.05%0.45%0.66%Q3 2019Q3 202317
Parkside Financial Bank & Trust 17170.00%0.00%0.00%Q1 2018Q1 202217
TIAA CREF INVESTMENT MANAGEMENT LLC 16160.00%0.00%0.00%Q2 2015Q1 201916
Inspire Investing, LLC 1210.01%0.05%0.10%Q4 2017Q3 202316
SEI INVESTMENTS CO 1410.00%0.01%0.03%Q2 2018Q3 202316
BBR PARTNERS, LLC 16160.01%0.01%0.02%Q3 2013Q2 201716
TEACHERS ADVISORS, LLC 16160.00%0.00%0.00%Q2 2015Q1 201916
Arrow Investment Advisors, LLC 16160.15%0.18%0.21%Q2 2017Q1 202116
TCI Wealth Advisors, Inc. 810.00%0.00%0.00%Q4 2017Q1 202316
QUADRANT CAPITAL GROUP LLC 16160.00%0.00%0.02%Q4 2019Q3 202316
ClariVest Asset Management LLC 1420.00%0.01%0.04%Q3 2016Q4 202216
SIMPLEX TRADING, LLC 610.00%0.00%0.00%Q1 2017Q1 202316
VAN ECK ASSOCIATES CORP 16160.00%0.00%0.00%Q4 2019Q3 202316
CRAWFORD INVESTMENT COUNSEL INC 15150.07%0.11%0.15%Q1 2020Q3 202315
Squarepoint Ops LLC 510.00%0.01%0.03%Q3 2016Q3 202315
CREATIVE FINANCIAL DESIGNS INC /ADV 870.00%0.02%0.05%Q1 2018Q3 202315
Highlander Capital Management, LLC 410.00%0.00%0.00%Q3 2015Q1 202115
Stockman Wealth Management, Inc. 870.04%0.13%0.25%Q3 2017Q1 202215
First Allied Advisory Services, Inc. 1320.01%0.02%0.03%Q4 2013Q4 201715
MASON STREET ADVISORS, LLC 15150.00%0.01%0.01%Q2 2017Q4 202015
Ranger Global Real Estate Advisors, LLC 911.05%3.73%9.18%Q4 2016Q3 202315
CENTAURUS FINANCIAL, INC. 960.01%0.29%2.26%Q4 2017Q3 202315
WOLVERINE TRADING, LLC 310.00%0.00%0.00%Q4 2016Q3 202015
Ensign Peak Advisors, Inc 15150.00%0.00%0.00%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.02%0.06%Q1 2020Q3 202315
SECURIAN ASSET MANAGEMENT, INC 15150.01%0.04%0.09%Q1 2020Q3 202315
AMP Capital Investors Ltd 15150.00%0.00%0.02%Q2 2018Q4 202115
TEACHER RETIREMENT SYSTEM OF TEXAS 1140.00%0.00%0.01%Q4 2017Q3 202315
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
Manning & Napier Group, LLC 950.03%0.04%0.06%Q4 2017Q1 202314
Community Capital Management, LLC 10100.00%2.90%4.72%Q4 2018Q1 202114
JANE STREET GROUP, LLC 410.00%0.00%0.01%Q1 2016Q3 202314
BAILARD, INC. 620.01%0.02%0.04%Q3 2018Q3 202314
PANAGORA ASSET MANAGEMENT INC 1310.00%0.00%0.00%Q1 2015Q1 202014
Handelsbanken Fonder AB 14140.00%0.00%0.01%Q2 2020Q3 202314
AEW CAPITAL MANAGEMENT L P 14140.20%1.31%2.47%Q2 2020Q3 202314
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 540.00%0.00%0.00%Q2 2017Q3 202314
GSA CAPITAL PARTNERS LLP 810.01%0.03%0.10%Q2 2014Q1 202314
AMUNDI ASSET MANAGEMENT US, INC. 14140.00%0.00%0.00%Q4 2017Q1 202114
GROUP ONE TRADING, L.P. 610.00%0.00%0.00%Q1 2019Q3 202314
Advisory Services Network, LLC 610.00%0.01%0.03%Q2 2019Q3 202314
STATE OF WISCONSIN INVESTMENT BOARD 610.00%0.01%0.02%Q1 2020Q3 202313
ARDSLEY ADVISORY PARTNERS LP 13130.22%0.76%1.62%Q3 2013Q3 201613
Hilton Capital Management, LLC 630.00%0.97%2.45%Q3 2014Q3 201913
LS Investment Advisors, LLC 13130.00%0.00%0.00%Q2 2017Q2 202013
HIGHLAND CAPITAL MANAGEMENT LP 13130.28%0.93%1.76%Q2 2016Q2 201913
Sonora Investment Management, LLC 13130.00%0.00%0.00%Q4 2016Q4 201913
FIFTH THIRD BANCORP 13130.00%0.00%0.00%Q3 2020Q3 202313
CREDIT AGRICOLE S A 13130.00%0.00%0.00%Q3 2014Q3 201713
COMMONWEALTH EQUITY SERVICES, LLC 850.00%0.00%0.01%Q3 2019Q3 202313
OPPENHEIMER ASSET MANAGEMENT INC. 13130.00%0.00%0.01%Q1 2017Q1 202013
DALTON GREINER HARTMAN MAHER & CO 13130.12%0.36%0.50%Q1 2018Q1 202113
Harvest Fund Management Co., Ltd 1210.01%0.02%0.06%Q2 2020Q3 202313
EII CAPITAL MANAGEMENT, INC. 13130.17%0.36%0.63%Q3 2018Q3 202113
Sigma Planning Corp 840.01%0.01%0.02%Q4 2014Q3 202312
Creative Planning 810.00%0.00%0.01%Q1 2014Q3 202312
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 840.00%0.00%0.01%Q1 2017Q3 202112
JANUS HENDERSON GROUP PLC 930.00%0.00%0.00%Q2 2020Q3 202312
BlackRock Fund Advisors 12120.00%0.00%0.00%Q1 2014Q4 201612
Pensionfund Sabic 12120.09%0.15%0.20%Q1 2021Q4 202312
CENTERSQUARE INVESTMENT MANAGEMENT LLC 910.00%0.09%0.42%Q4 2019Q3 202312
Aperio Group, LLC 12120.00%0.00%0.00%Q1 2018Q4 202012
KBC Group NV 410.00%0.01%0.01%Q2 2017Q2 202212
Pensionfund DSM Netherlands 12120.24%0.49%0.81%Q1 2021Q4 202312
Ruggie Capital Group 1010.01%0.02%0.03%Q3 2015Q4 201812
ENVESTNET ASSET MANAGEMENT INC 810.00%0.00%0.00%Q1 2014Q3 202312
UNITED SERVICES AUTOMOBILE ASSOCIATION 660.00%0.00%0.01%Q1 2018Q3 202312
GLENMEDE TRUST CO NA 830.00%0.00%0.00%Q4 2018Q3 202311
Advisors Asset Management, Inc. 11110.00%0.01%0.01%Q3 2015Q1 201811
Berman Capital Advisors, LLC 11110.00%0.00%0.00%Q1 2019Q3 202111
Investment Research & Advisory Group, Inc. 740.02%0.30%0.59%Q4 2019Q3 202311
INVESTMENT ADVISORY SERVICES INC /TX /ADV 1010.19%0.33%0.46%Q4 2020Q3 202311
Municipal Employees' Retirement System of Michigan 650.01%0.01%0.02%Q2 2017Q1 202011
STIFEL FINANCIAL CORP 650.00%0.00%0.00%Q2 2020Q2 202311
BlackRock Investment Management, LLC 11110.00%0.00%0.00%Q2 2014Q4 201611
GOODWIN DANIEL L 920.03%0.06%0.09%Q2 2015Q1 202211
Apollon Wealth Management, LLC 11110.04%0.11%0.21%Q1 2021Q3 202311
Blue Chip Wealth Management, Inc. 11110.58%1.96%14.11%Q1 2018Q3 202011
LSV ASSET MANAGEMENT 1010.00%0.01%0.03%Q2 2016Q1 202011
FinTrust Capital Advisors, LLC 11110.01%0.02%0.03%Q1 2020Q3 202211
Pendal Group Ltd 11110.01%0.01%0.02%Q2 2020Q4 202211
BHR Capital LLC 920.44%1.62%2.90%Q1 2014Q4 201611
Chevy Chase Trust Holdings, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
PineBridge Investments, L.P. 11110.00%0.03%0.05%Q2 2017Q4 201911
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 810.00%0.00%0.00%Q1 2015Q3 202311
FORSTA AP-FONDEN 10100.01%0.02%0.03%Q2 2017Q3 201910
Cetera Advisors LLC 730.01%0.04%0.07%Q3 2019Q3 202310
Nationwide Fund Advisors 10100.00%0.00%0.01%Q2 2015Q3 201710
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 550.01%0.06%0.13%Q1 2021Q3 202310
Private Advisor Group, LLC 510.00%0.00%0.01%Q2 2017Q4 202110
MEEDER ASSET MANAGEMENT INC 610.00%0.00%0.00%Q3 2017Q3 202210
M&T BANK CORP 820.00%0.00%0.00%Q1 2014Q3 202310
PICTET ASSET MANAGEMENT LTD 10100.00%0.00%0.00%Q1 2019Q2 202110
Point72 Hong Kong Ltd 610.00%0.01%0.02%Q2 2018Q3 202210
Spouting Rock Asset Management, LLC 820.31%0.68%1.28%Q4 2019Q3 202210
CWM, LLC 820.00%0.00%0.01%Q3 2018Q3 202310
TWO SIGMA INVESTMENTS, LP 410.00%0.01%0.09%Q4 2014Q1 202210
Amundi 10100.00%0.00%0.00%Q2 2021Q3 202310
BlackRock Japan Co. Ltd 10100.00%0.00%0.00%Q3 2014Q4 201610
abrdn plc 10100.00%0.00%0.00%Q2 2021Q3 202310
CHILTON CAPITAL MANAGEMENT LLC 10100.14%0.78%1.00%Q3 2016Q4 201810
BlackRock Institutional Trust Company, N.A. 10100.00%0.00%0.00%Q3 2014Q4 201610
DekaBank Deutsche Girozentrale 10100.00%0.00%0.01%Q2 2021Q3 202310
PEAK6 Group LLC 550.00%0.00%0.01%Q2 2017Q2 201810
Spire Wealth Management 10100.00%0.00%0.01%Q1 2021Q2 202310
Laurion Capital Management LP 310.00%0.00%0.01%Q3 2016Q3 20209
Capital Investment Advisors, LLC 990.00%0.01%0.03%Q4 2021Q4 20239
BRIDGEWAY CAPITAL MANAGEMENT, LLC 990.04%0.13%0.18%Q2 2021Q2 20239
Sumitomo Mitsui DS Asset Management Company, Ltd 810.00%0.01%0.01%Q2 2021Q3 20239
Shinko Asset Management Co., Ltd. 990.00%0.00%0.00%Q3 2014Q3 20169
TWO SIGMA ADVISERS, LP 410.00%0.00%0.02%Q2 2015Q1 20229
FOSTER & MOTLEY INC 990.01%0.05%0.11%Q3 2021Q3 20239
MASSMUTUAL TRUST CO FSB/ADV 990.00%0.00%0.01%Q4 2021Q4 20239
Vestcor Inc 630.02%0.03%0.04%Q4 2019Q3 20229
Verition Fund Management LLC 510.00%0.02%0.06%Q1 2015Q3 20239
BLACKROCK ADVISORS LLC 990.00%0.00%0.00%Q4 2014Q4 20169
EMERALD MUTUAL FUND ADVISERS TRUST 990.04%0.04%0.04%Q4 2015Q4 20179
B. Riley Wealth Advisors, Inc. 810.00%0.03%0.07%Q4 2014Q3 20239
Allworth Financial LP 990.00%0.00%0.00%Q3 2021Q3 20239
BB&T SECURITIES, LLC 990.00%0.00%0.01%Q1 2017Q1 20199
SCHRODER INVESTMENT MANAGEMENT GROUP 540.00%0.00%0.00%Q3 2018Q4 20219
Schonfeld Strategic Advisors LLC 310.00%0.30%1.53%Q3 2016Q3 20239
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 990.00%0.00%0.01%Q1 2020Q1 20229
Yorktown Management & Research Co Inc 810.02%0.43%0.77%Q1 2014Q3 20169
Gradient Investments LLC 810.00%0.00%0.00%Q1 2015Q3 20239
Foundations Investment Advisors, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
LDR Capital Management LLC 710.43%0.98%3.88%Q4 2017Q3 20238
Covestor Ltd 880.00%0.03%0.09%Q4 2021Q3 20238
UNITED CAPITAL FINANCIAL ADVISORS, LLC 880.00%0.01%0.02%Q4 2021Q3 20238
Paradigm Financial Partners, LLC 880.72%1.03%1.29%Q4 2021Q3 20238
ROWLAND CARMICHAEL ADVISORS INC /ADV 880.08%0.10%0.12%Q4 2016Q3 20188
Asset Dedication, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
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
DUPONT CAPITAL MANAGEMENT CORP 210.01%0.02%0.04%Q1 2019Q2 20238
Ausdal Financial Partners, Inc. 880.05%0.11%0.21%Q4 2021Q3 20238
SFMG, LLC 880.03%0.05%0.08%Q4 2021Q3 20238
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
Cetera Investment Advisers 880.03%0.08%0.16%Q4 2021Q3 20238
PVG Asset Management 711.59%1.86%2.36%Q4 2014Q4 20168
BALDWIN BROTHERS LLC/MA 880.01%0.03%0.07%Q4 2021Q3 20238
Centerpoint Advisors, LLC 880.02%0.04%0.11%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Mutual Advisors, LLC 880.02%0.04%0.06%Q4 2021Q3 20238
Verdence Capital Advisors LLC 880.03%0.07%0.12%Q4 2021Q3 20238
HARVEST GROUP WEALTH MANAGEMENT, LLC 880.00%0.00%0.00%Q1 2019Q4 20208
MERCER GLOBAL ADVISORS INC /ADV 880.00%0.00%0.01%Q4 2021Q3 20238
DUBUQUE BANK & TRUST CO 880.00%0.02%0.13%Q1 2014Q4 20158
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 880.00%0.00%0.01%Q4 2021Q3 20238
Vident Investment Advisory, LLC 880.02%0.05%0.10%Q3 2021Q2 20238
Mariner, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Platte River Wealth Advisors, LLC 880.06%0.08%0.10%Q4 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 880.02%0.03%0.05%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
Geneos Wealth Management Inc. 880.03%0.08%0.16%Q4 2021Q3 20238
Center for Financial Planning, Inc. 880.00%0.00%0.01%Q4 2021Q3 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
Crossmark Global Holdings, Inc. 880.01%0.01%0.01%Q4 2021Q3 20238
Strategic Blueprint, LLC 880.03%0.04%0.05%Q4 2021Q3 20238
ALGERT GLOBAL LLC 620.03%0.15%0.32%Q4 2020Q4 20228
Cypress Wealth Services, LLC 880.21%0.47%0.86%Q4 2021Q3 20238
Mitsubishi UFJ Trust & Banking Corp 880.00%0.02%0.06%Q2 2021Q1 20238
WINTON GROUP Ltd 710.00%0.01%0.02%Q1 2018Q3 20228
Allspring Global Investments Holdings, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Belpointe Asset Management LLC 880.03%0.06%0.15%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.09%0.15%0.23%Q4 2021Q3 20238
TRUIST FINANCIAL CORP 880.00%0.00%0.00%Q4 2021Q3 20238
Berger Financial Group, Inc 880.58%1.18%1.92%Q4 2021Q3 20238
ACG Wealth 530.03%0.15%0.33%Q1 2014Q2 20228
Prime Capital Investment Advisors, LLC 880.03%0.14%0.35%Q4 2021Q3 20238
Keystone Wealth Services, LLC 880.16%0.29%0.68%Q4 2021Q3 20238
Advisor Resource Council 880.04%0.38%0.69%Q4 2021Q3 20238
REAL ESTATE MANAGEMENT SERVICES LLC 880.65%3.53%6.05%Q1 2020Q4 20218
YOUSIF CAPITAL MANAGEMENT, LLC 880.02%0.03%0.06%Q4 2021Q3 20238
HighTower Advisors, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
NORGES BANK 440.00%0.00%0.01%Q3 2017Q4 20228
Koshinski Asset Management, Inc. 880.00%0.04%0.06%Q4 2021Q3 20238
J.W. COLE ADVISORS, INC. 880.04%0.08%0.13%Q4 2021Q3 20238
Csenge Advisory Group 710.00%0.05%0.09%Q3 2018Q3 20238
JT Stratford LLC 880.09%0.19%0.42%Q4 2021Q3 20238
Long Pond Capital 883.04%5.65%10.03%Q4 2021Q3 20238
McIlrath & Eck, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
MONEY CONCEPTS CAPITAL CORP 880.02%0.04%0.09%Q4 2021Q3 20238
BlueCrest Capital Management Ltd 710.02%0.03%0.06%Q1 2015Q1 20198
AE Wealth Management LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Bell Bank 770.14%0.18%0.26%Q1 2022Q3 20237
Mizuho Trust & Banking Co., Ltd. 770.00%0.00%0.00%Q1 2015Q3 20167
SALEM INVESTMENT COUNSELORS INC 510.00%0.05%0.11%Q1 2014Q1 20197
Allianz Asset Management GmbH 610.00%0.00%0.00%Q3 2016Q3 20237
D. E. Shaw & Co., Inc. 210.00%0.00%0.01%Q1 2015Q4 20217
Integrated Wealth Concepts LLC 770.00%0.01%0.01%Q1 2022Q3 20237
Fieldpoint Private Securities, LLC 770.00%0.00%0.01%Q4 2020Q2 20227
MOSELEY INVESTMENT MANAGEMENT INC 770.10%0.22%0.28%Q4 2021Q2 20237
Focused Wealth Management, Inc 770.00%0.00%0.00%Q1 2022Q3 20237
Connor, Clark & Lunn Investment Management Ltd. 310.00%0.01%0.06%Q4 2015Q3 20227
DFPG INVESTMENTS, LLC 770.02%0.21%0.43%Q4 2021Q2 20237
GLOBEFLEX CAPITAL L P 410.00%0.01%0.04%Q1 2014Q3 20167
Westshore Wealth, LLC 770.08%0.13%0.18%Q4 2021Q2 20237
GREAT VALLEY ADVISOR GROUP, INC. 770.01%0.02%0.04%Q1 2022Q3 20237
Fisher Asset Management, LLC 430.00%0.01%0.03%Q4 2021Q3 20237
Monarch Partners Asset Management LLC 320.03%0.73%1.40%Q4 2016Q4 20227
Consolidated Planning Corp 770.04%0.09%0.25%Q1 2022Q3 20237
MACKENZIE FINANCIAL CORP 770.00%0.00%0.00%Q1 2022Q3 20237
B. Riley Wealth Management, Inc. 510.00%0.01%0.02%Q2 2014Q2 20227
HARBOUR INVESTMENTS, INC. 610.03%0.05%0.07%Q4 2021Q3 20237
AMJ Financial Wealth Management 770.10%0.20%0.33%Q1 2022Q3 20237
OneDigital Investment Advisors LLC 770.01%0.02%0.05%Q4 2021Q2 20237
CONSOLIDATED CAPITAL MANAGEMENT, LLC 612.15%3.26%4.30%Q1 2021Q4 20227
Southland Equity Partners LLC 770.15%0.26%0.41%Q1 2022Q3 20237
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 770.12%0.55%1.00%Q1 2022Q3 20237
Sandy Spring Bank 610.00%0.00%0.01%Q4 2017Q2 20207
SHELTON CAPITAL MANAGEMENT 770.01%0.01%0.02%Q1 2022Q3 20237
UBS OCONNOR LLC 520.00%0.05%0.17%Q3 2016Q4 20217
ExodusPoint Capital Management, LP 310.00%0.01%0.05%Q4 2020Q3 20237
FRANKLIN RESOURCES INC 770.00%0.00%0.00%Q1 2022Q3 20237
Pearl River Capital, LLC 610.04%0.09%0.21%Q4 2021Q3 20237
Avior Wealth Management, LLC 770.00%0.02%0.04%Q4 2021Q2 20237
Meiji Yasuda Asset Management Co Ltd. 770.04%0.06%0.08%Q1 2022Q3 20237
Venture Visionary Partners LLC 770.06%0.10%0.13%Q1 2022Q3 20237
Hill Winds Capital LP 610.68%3.25%5.01%Q2 2020Q4 20227
Castleview Partners, LLC 770.14%0.29%0.34%Q1 2022Q3 20237
Beacon Capital Management, LLC 770.00%0.01%0.01%Q1 2022Q3 20237
PVG ASSET MANAGEMENT CORP 610.50%0.98%1.58%Q3 2016Q2 20187
Cetera Advisor Networks LLC 770.02%0.03%0.05%Q1 2022Q3 20237
MUFG Americas Holdings Corp 770.00%0.00%0.00%Q4 2016Q2 20187
CFO4Life Group, LLC 770.10%0.12%0.15%Q1 2022Q3 20237
XPONANCE, INC. 770.01%0.01%0.01%Q1 2022Q3 20237
Sageworth Trust Co 770.00%0.00%0.00%Q2 2021Q4 20227
OppenheimerFunds, Inc. 610.00%0.00%0.00%Q2 2017Q1 20197
Global Retirement Partners, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
ENDEAVOUR CAPITAL ADVISORS INC 520.26%0.54%0.96%Q3 2016Q2 20237
Atria Wealth Solutions, Inc. 770.00%0.01%0.04%Q1 2022Q3 20237
Ellevest, Inc. 770.00%0.00%0.00%Q3 2021Q1 20237
USA FINANCIAL FORMULAS 420.03%0.09%0.14%Q3 2019Q1 20226
Knights of Columbus Asset Advisors LLC 660.19%0.22%0.26%Q2 2021Q3 20226
Cresset Asset Management, LLC 420.00%0.02%0.04%Q4 2018Q1 20236
OPPENHEIMER & CO INC 310.00%0.00%0.01%Q3 2017Q3 20236
STATE OF MICHIGAN RETIREMENT SYSTEM 660.01%0.01%0.01%Q2 2022Q3 20236
Annex Advisory Services, LLC 660.01%0.02%0.03%Q4 2021Q1 20236
MENTA CAPITAL LLC 510.02%0.04%0.07%Q2 2014Q1 20176
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 660.03%0.03%0.04%Q2 2022Q3 20236
Quantitative Systematic Strategies LLC 510.02%0.18%0.27%Q4 2018Q2 20216
FIRST MERCANTILE TRUST CO 660.01%0.02%0.02%Q2 2020Q3 20216
CANADA PENSION PLAN INVESTMENT BOARD 220.00%0.00%0.01%Q3 2020Q3 20226
Atlas Private Wealth Advisors 660.03%0.07%0.13%Q2 2020Q3 20216
TORONTO DOMINION BANK 210.00%0.00%0.00%Q2 2018Q3 20236
BESSEMER GROUP INC 310.00%0.00%0.00%Q4 2018Q2 20236
6 Meridian 220.03%0.05%0.08%Q3 2018Q4 20216
THORNBURG INVESTMENT MANAGEMENT INC 660.11%0.16%0.18%Q2 2022Q3 20236
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
HRT FINANCIAL LP 110.00%0.02%0.03%Q3 2019Q2 20236
Financial Gravity Asset Management, Inc. 330.00%0.00%0.00%Q1 2018Q3 20196
Bulldog Investors, LLP 310.16%0.47%0.75%Q3 2013Q3 20156
Avondale Wealth Management 660.08%0.19%0.38%Q2 2022Q3 20236
Quantbot Technologies LP 310.00%0.04%0.16%Q4 2016Q3 20226
Financial Architects, Inc 660.01%0.01%0.02%Q1 2019Q2 20206
Ziegler Capital Management, LLC 660.15%0.20%0.30%Q1 2022Q2 20236
Virtu Financial LLC 310.01%0.02%0.03%Q3 2017Q2 20226
Baird Financial Group, Inc. 510.00%0.00%0.00%Q2 2020Q3 20236
ASSETMARK, INC 510.00%0.00%0.00%Q4 2017Q1 20236
AMERICAN CENTURY COMPANIES INC 510.00%0.00%0.00%Q1 2020Q2 20236
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 660.01%0.02%0.02%Q2 2022Q3 20236
RUSSELL FRANK CO/ 510.00%0.00%0.00%Q2 2014Q1 20166
Virtu KCG Holdings LLC 310.00%0.00%0.01%Q3 2015Q2 20176
Moors & Cabot, Inc. 660.02%0.02%0.03%Q2 2022Q3 20236
CENTRAL TRUST Co 660.00%0.00%0.00%Q1 2022Q2 20236
InvenTrust Properties Corp. 660.02%0.02%0.02%Q3 2015Q4 20166
J.P. Morgan Private Wealth Advisors LLC 660.00%0.00%0.00%Q2 2018Q3 20196
Larson Financial Group LLC 660.00%0.00%0.00%Q2 2022Q3 20236
AXA S.A. 510.00%0.01%0.02%Q3 2018Q2 20226
KEYBANK NATIONAL ASSOCIATION/OH 660.00%0.00%0.00%Q2 2022Q3 20236
Cornerstone Advisors, Inc. 660.00%0.00%0.00%Q1 2018Q2 20196
Penn Capital Management Company, LLC 660.04%0.05%0.06%Q2 2022Q3 20236
RATIONAL ADVISORS LLC 660.12%0.34%0.65%Q1 2017Q2 20186
GPS Wealth Strategies Group, LLC 310.00%0.00%0.00%Q4 2021Q3 20236
Independent Portfolio Consultants, Inc. 420.02%0.10%0.14%Q3 2014Q1 20176
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 210.00%0.00%0.01%Q3 2018Q4 20216
EMERALD ADVISERS, LLC 660.01%0.15%0.26%Q4 2015Q1 20176
Retirement Systems of Alabama 660.02%0.02%0.03%Q2 2022Q3 20236
WEDGE CAPITAL MANAGEMENT L L P/NC 660.01%0.01%0.01%Q4 2014Q1 20166
HGI Capital Management, LLC 330.92%1.88%3.66%Q4 2021Q2 20236
Marshall Wace North America L.P. 410.00%0.01%0.02%Q1 2018Q4 20206
Sterling Capital Management LLC 410.00%0.00%0.01%Q3 2015Q2 20185
MARSHALL WACE, LLP 310.00%0.03%0.06%Q3 2016Q4 20215
Lido Advisors, LLC 410.00%0.01%0.01%Q2 2020Q1 20225
PRELUDE CAPITAL MANAGEMENT, LLC 210.01%0.04%0.13%Q3 2016Q3 20235
EAM Global Investors LLC 410.61%0.79%0.93%Q3 2019Q1 20225
Jump Financial, LLC 410.02%0.10%0.23%Q4 2021Q3 20235
Brinker Capital Investments, LLC 550.00%0.01%0.03%Q4 2021Q4 20225
Sageworth Trust Co of South Dakota 550.00%0.01%0.02%Q4 2021Q4 20225
BARINGS LLC 550.06%0.09%0.17%Q3 2017Q3 20185
Wealthspire Advisors, L.P. 320.00%0.01%0.01%Q2 2017Q1 20195
T. Rowe Price Investment Management, Inc. 550.01%0.07%0.10%Q3 2022Q3 20235
Waverly Advisors, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Aspire Private Capital, LLC 550.01%0.03%0.05%Q4 2021Q4 20225
Global X Management CO LLC 550.25%0.28%0.32%Q2 2017Q2 20185
MML INVESTORS SERVICES, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Wealthspire Advisors, LLC 550.00%0.01%0.03%Q4 2021Q4 20225
Dynamic Technology Lab Private Ltd 210.03%0.04%0.05%Q4 2020Q3 20235
WESTFIELD CAPITAL MANAGEMENT CO LP 550.21%0.27%0.32%Q4 2021Q4 20225
RMR Wealth Builders 550.04%0.08%0.18%Q4 2021Q4 20225
M Holdings Securities, Inc. 550.03%0.04%0.04%Q1 2022Q1 20235
Waterfront Capital Partners, LLC 410.28%2.31%4.57%Q1 2022Q3 20235
KNOTT DAVID M 550.07%0.16%0.23%Q4 2016Q4 20175
AIGEN INVESTMENT MANAGEMENT, LP 210.04%0.17%0.39%Q4 2019Q3 20235
Pinnacle Bancorp, Inc. 550.01%0.01%0.02%Q3 2022Q3 20235
HARBOR INVESTMENT ADVISORY, LLC 550.01%0.01%0.01%Q2 2022Q2 20235
LAZARD ASSET MANAGEMENT LLC 410.00%0.00%0.00%Q2 2021Q3 20235
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 320.01%0.03%0.09%Q3 2020Q4 20225
OXFORD ASSET MANAGEMENT LLP 210.00%0.01%0.04%Q3 2013Q4 20195
RESOURCE AMERICA, INC. 551.89%3.61%4.39%Q4 2017Q4 20185
WEDBUSH SECURITIES INC 550.01%0.02%0.02%Q4 2016Q4 20175
Bell Investment Advisors, Inc 410.00%0.00%0.00%Q2 2022Q3 20235
Numeric Investors LLC 310.00%0.00%0.01%Q2 2014Q4 20165
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 550.05%0.20%0.38%Q3 2022Q3 20235
Terra Nova Asset Management LLC 550.21%0.25%0.28%Q1 2015Q1 20165
Tidal Investments LLC 550.01%0.01%0.02%Q3 2022Q3 20235
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
EAM Investors, LLC 410.25%0.52%0.78%Q3 2019Q1 20225
Concorde Asset Management, LLC 210.30%0.50%0.66%Q1 2022Q3 20235
MUNDER CAPITAL MANAGEMENT 550.00%0.00%0.01%Q3 2013Q3 20145
MISSION WEALTH MANAGEMENT, LP 320.01%0.02%0.03%Q4 2021Q1 20235
FARMERS & MERCHANTS INVESTMENTS INC 550.00%0.00%0.00%Q3 2022Q3 20235
Bellwether Advisors, LLC 410.01%0.02%0.02%Q4 2021Q1 20235
Vivaldi Capital Management LP 550.07%0.08%0.09%Q3 2022Q3 20235
Clearstead Trust, LLC 550.05%0.06%0.06%Q3 2022Q3 20235
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
NEXT Financial Group, Inc 410.00%0.01%0.04%Q4 2018Q4 20215
A.R.T. Advisors, LLC 310.01%0.02%0.03%Q4 2015Q2 20195
Quantamental Technologies LLC 410.09%0.31%0.52%Q4 2021Q3 20235
Ellis Investment Partners, LLC 440.08%0.09%0.10%Q4 2021Q3 20224
CARDEROCK CAPITAL MANAGEMENT INC 310.05%0.07%0.09%Q4 2021Q1 20234
Clarus Wealth Advisors 440.23%0.27%0.32%Q1 2022Q4 20224
FRONTIER CAPITAL MANAGEMENT CO LLC 440.33%0.36%0.38%Q4 2022Q3 20234
Pacer Advisors, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
Manchester Capital Management LLC 310.00%0.00%0.00%Q2 2022Q2 20234
Chicago Partners Investment Group LLC 440.01%0.01%0.01%Q4 2017Q3 20184
CI INVESTMENTS INC. 440.00%0.00%0.00%Q4 2022Q3 20234
SILVER OAK SECURITIES, INCORPORATED 210.06%0.10%0.13%Q1 2022Q3 20234
Global Assets Advisory, LLC 440.17%0.30%0.58%Q2 2022Q1 20234
Oliver Luxxe Assets LLC 440.15%0.19%0.23%Q3 2021Q2 20224
Sentinus, LLC 440.10%0.13%0.17%Q3 2022Q2 20234
TWINBEECH CAPITAL LP 210.02%0.03%0.04%Q4 2021Q3 20234
Rockefeller Capital Management L.P. 440.00%0.00%0.00%Q4 2021Q3 20224
RETIREMENT GUYS FORMULA LLC 220.16%0.18%0.21%Q4 2021Q3 20234
Mendota Financial Group, LLC 440.02%0.03%0.04%Q4 2022Q3 20234
FORA Capital, LLC 220.00%0.03%0.08%Q4 2020Q3 20224
RFP Financial Group LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Quadrature Capital Ltd 210.01%0.02%0.02%Q2 2017Q1 20224
Vanguard Personalized Indexing Management, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Clearstead Advisors, LLC 310.00%0.01%0.01%Q4 2021Q3 20234
Charter Oak Capital Management, LLC 440.00%0.00%0.00%Q3 2021Q2 20224
Foresight Wealth Management, LLC 440.01%0.06%0.08%Q4 2021Q3 20224
JOYN Advisors, Inc. 440.00%0.00%0.00%Q1 2018Q4 20184
GRS Advisors, LLC 443.78%5.38%7.27%Q4 2021Q3 20224
Rehmann Capital Advisory Group 440.00%0.00%0.00%Q1 2018Q4 20184
Qube Research & Technologies Ltd 110.00%0.01%0.03%Q1 2020Q3 20234
Farther Finance Advisors, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
V3 Capital Management, L.P. 440.97%6.89%12.85%Q3 2021Q2 20224
TD ASSET MANAGEMENT INC 440.00%0.00%0.00%Q4 2022Q3 20234
American Portfolios Advisors 440.00%0.01%0.02%Q4 2021Q3 20224
Jackson Creek Investment Advisors LLC 440.34%0.41%0.47%Q4 2021Q3 20224
EXCHANGE TRADED CONCEPTS, LLC 440.03%0.03%0.04%Q3 2021Q2 20224
Mount Yale Investment Advisors, LLC 440.03%0.04%0.04%Q4 2021Q3 20224
Mosaic Family Wealth, LLC 440.02%0.02%0.02%Q4 2016Q3 20174
OVERSEA-CHINESE BANKING Corp Ltd 440.12%0.16%0.22%Q4 2022Q3 20234
Walleye Trading LLC 210.00%0.00%0.00%Q4 2021Q3 20234
ACADIAN ASSET MANAGEMENT LLC 310.00%0.00%0.00%Q3 2019Q4 20204
WealthPLAN Partners, LLC 220.00%0.02%0.05%Q4 2021Q2 20234
Robeco Institutional Asset Management B.V. 440.01%0.01%0.02%Q3 2019Q2 20204
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
CHARTWELL INVESTMENT PARTNERS, LLC 440.06%0.07%0.07%Q1 2022Q4 20224
HUNTINGTON NATIONAL BANK 440.00%0.00%0.00%Q4 2022Q3 20234
MARTINGALE ASSET MANAGEMENT L P 440.00%0.00%0.00%Q1 2019Q4 20194
KOCH INDUSTRIES INC 440.02%0.04%0.08%Q2 2017Q1 20184
Key FInancial Inc 440.00%0.00%0.00%Q1 2022Q4 20224
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
Engineers Gate Manager LP 210.01%0.01%0.02%Q1 2020Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.01%0.01%0.01%Q4 2022Q3 20234
VERTEX ONE ASSET MANAGEMENT INC. 440.96%2.72%3.74%Q3 2016Q2 20174
HB Wealth Management, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
ELLINGTON MANAGEMENT GROUP LLC 440.01%0.04%0.07%Q2 2017Q1 20184
Point72 Asset Management, L.P. 310.00%0.02%0.06%Q4 2021Q3 20234
ZEKE CAPITAL ADVISORS, LLC 440.01%0.02%0.02%Q4 2021Q3 20224
Lifestyle Asset Management, Inc. 440.62%0.75%0.91%Q4 2022Q3 20234
KESTRA PRIVATE WEALTH SERVICES, LLC 310.06%0.13%0.19%Q1 2022Q1 20234
Hillsdale Investment Management Inc. 330.05%0.06%0.07%Q1 2022Q3 20223
Hunter Perkins Capital Management, LLC 330.10%0.11%0.12%Q1 2023Q3 20233
Kissinger Financial Services LLC 330.81%0.88%0.93%Q4 2016Q2 20173
CORNERCAP INVESTMENT COUNSEL INC 330.20%0.21%0.23%Q1 2023Q3 20233
PEREGRINE CAPITAL MANAGEMENT LLC 330.12%0.17%0.24%Q2 2020Q4 20203
Cipher Capital LP 330.04%0.14%0.28%Q3 2019Q1 20203
Norinchukin Bank, The 330.00%0.00%0.00%Q1 2023Q3 20233
Senvest Management, LLC 210.04%0.21%0.30%Q4 2013Q4 20163
MQS Management LLC 210.15%0.19%0.24%Q2 2022Q3 20233
Ignite Planners, LLC 210.06%0.12%0.17%Q4 2021Q3 20233
EWG Elevate Inc. 210.05%0.38%1.01%Q4 2021Q4 20223
HOLLENCREST CAPITAL MANAGEMENT 330.01%0.01%0.01%Q1 2023Q3 20233
Jefferies Group LLC 210.00%0.00%0.00%Q3 2019Q1 20213
Anson Funds Management LP 330.32%0.34%0.37%Q1 2023Q3 20233
Lake Point Wealth Management 330.03%0.03%0.03%Q4 2021Q2 20223
AlphaCore Capital LLC 330.10%0.14%0.20%Q1 2023Q3 20233
Curi Wealth Management, LLC 330.03%0.03%0.03%Q4 2021Q2 20223
DARK FOREST CAPITAL MANAGEMENT LP 210.00%0.02%0.04%Q3 2022Q3 20233
Teamwork Financial Advisors, LLC 330.05%0.08%0.11%Q4 2021Q2 20223
BOOTHBAY FUND MANAGEMENT, LLC 110.01%0.04%0.07%Q4 2021Q4 20223
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.04%0.05%0.07%Q4 2021Q4 20223
RAYMOND JAMES TRUST N.A. 330.01%0.01%0.01%Q3 2018Q1 20193
Monarch Alternative Capital LP 338.82%11.87%16.18%Q3 2015Q1 20163
TUDOR INVESTMENT CORP ET AL 110.01%0.06%0.17%Q3 2016Q4 20203
State of Wyoming 210.03%0.05%0.05%Q4 2021Q3 20233
Forward Management, LLC 330.09%0.18%0.35%Q3 2015Q1 20163
Gotham Asset Management, LLC 210.00%0.01%0.01%Q1 2022Q2 20233
Vision Capital Corp 210.85%3.62%7.17%Q4 2018Q2 20223
Lighthouse Investment Partners, LLC 330.34%0.44%0.50%Q1 2023Q3 20233
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 330.00%0.00%0.01%Q2 2022Q4 20223
Capital Advisors, Ltd. LLC 210.00%0.00%0.00%Q4 2022Q3 20233
TFS CAPITAL LLC 110.02%0.06%0.14%Q2 2015Q1 20173
Atom Investors LP 110.02%0.07%0.15%Q4 2018Q3 20223
AVANTAX ADVISORY SERVICES, INC. 330.00%0.00%0.01%Q4 2021Q2 20223
D'Orazio & Associates, Inc. 330.00%0.00%0.00%Q2 2020Q4 20203
Main Street Financial Solutions, LLC 330.04%0.08%0.10%Q4 2021Q2 20223
BNP Paribas Asset Management Holding S.A. 330.00%0.00%0.00%Q1 2023Q3 20233
CoreCap Advisors, LLC 110.00%0.01%0.03%Q4 2021Q4 20223
CAPTRUST FINANCIAL ADVISORS 210.00%0.00%0.00%Q3 2022Q3 20233
LOEB PARTNERS CORP 210.02%0.03%0.03%Q3 2017Q4 20183
Hudock, Inc. 330.00%0.01%0.03%Q2 2017Q4 20173
Retirement Group, LLC 330.01%0.01%0.01%Q3 2022Q1 20233
RVB CAPITAL MANAGEMENT LLC 112.08%2.22%2.42%Q4 2018Q1 20223
Advisors Capital Management, LLC 330.01%0.01%0.01%Q2 2022Q4 20223
Triumph Capital Management 210.09%0.15%0.24%Q4 2022Q3 20233
Walleye Capital LLC 110.03%0.17%0.45%Q3 2020Q4 20223
SILVERHAWK ASSET MANAGEMENT, LLC 330.21%0.26%0.31%Q3 2022Q1 20233
Matarin Capital Management, LLC 330.02%0.03%0.03%Q3 2016Q1 20173
Commonwealth Equity Services, Inc 330.00%0.00%0.00%Q1 2017Q3 20173
Neo Ivy Capital Management 110.09%0.28%0.42%Q4 2021Q3 20233
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
Financial Gravity Companies, Inc. 210.00%0.00%0.00%Q4 2017Q4 20183
Weiss Multi-Strategy Advisers LLC 210.25%0.46%0.86%Q3 2016Q3 20233
AlphaCrest Capital Management LLC 330.02%0.03%0.03%Q1 2022Q3 20223
CAXTON ASSOCIATES LP 330.04%0.06%0.10%Q1 2019Q3 20193
TCW GROUP INC 330.01%0.04%0.07%Q1 2023Q3 20233
PRIVATE MANAGEMENT GROUP INC 330.26%0.34%0.38%Q3 2015Q1 20163
Paloma Partners Management Co 210.01%0.01%0.01%Q3 2019Q1 20223
WESTWOOD HOLDINGS GROUP INC 330.00%0.01%0.01%Q4 2022Q2 20233
Realta Investment Advisors 210.00%0.01%0.04%Q1 2019Q1 20223
Capital Asset Advisory Services LLC 330.03%0.04%0.04%Q4 2021Q2 20223
Worth Venture Partners, LLC 210.16%0.19%0.22%Q1 2022Q4 20223
Magnetar Financial LLC 210.01%0.02%0.04%Q2 2022Q1 20233
STEVENS CAPITAL MANAGEMENT LP 110.05%0.06%0.08%Q4 2021Q3 20233
TWO SIGMA SECURITIES, LLC 110.00%0.01%0.01%Q3 2018Q2 20233
Neuberger Berman Group LLC 330.00%0.01%0.01%Q1 2022Q3 20223
NAVELLIER & ASSOCIATES INC 330.08%0.09%0.10%Q1 2022Q3 20223
Maryland State Retirement & Pension System 330.02%0.04%0.06%Q3 2021Q1 20223
Delta Investment Management, LLC 330.07%0.08%0.09%Q4 2021Q2 20223
MOODY ALDRICH PARTNERS LLC 330.43%0.66%0.87%Q1 2023Q3 20233
January Capital Advisors LLC 330.21%0.32%0.54%Q4 2021Q2 20223
Johnson Financial Group, Inc. 220.00%0.00%0.00%Q4 2021Q1 20222
Elequin Capital, LP 220.28%0.33%0.38%Q3 2022Q4 20222
Keel Point, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
Senator Investment Group LP 220.32%0.33%0.34%Q3 2015Q4 20152
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
Capital Advisory Group Advisory Services, LLC 220.09%0.09%0.10%Q4 2021Q1 20222
UniSuper Management Pty Ltd 220.01%0.01%0.01%Q2 2023Q3 20232
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 220.02%0.07%0.13%Q4 2021Q1 20222
Fountainhead AM, LLC 220.21%0.33%0.45%Q4 2021Q1 20222
SECOR Capital Advisors, LP 110.04%0.21%0.38%Q1 2016Q4 20162
WELD CAPITAL MANAGEMENT LLC 110.03%0.07%0.12%Q2 2019Q1 20202
Gyon Technologies Capital Management, LP 110.16%0.27%0.38%Q4 2021Q4 20222
Horizon Investments, LLC 220.02%0.02%0.02%Q2 2018Q3 20182
Metis Global Partners, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
ANCHOR CAPITAL ADVISORS LLC 220.00%0.00%0.00%Q1 2014Q2 20142
Kovitz Investment Group Partners, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Magnus Financial Group LLC 220.05%0.05%0.05%Q1 2020Q2 20202
C M BIDWELL & ASSOCIATES LTD 220.05%0.09%0.13%Q3 2019Q4 20192
Perpetual Ltd 220.00%0.00%0.00%Q1 2023Q2 20232
Madison International Realty Holdings, LLC 222.09%2.18%2.26%Q2 2020Q3 20202
XTX Topco Ltd 220.04%0.05%0.05%Q2 2023Q3 20232
NumerixS Investment Technologies Inc 220.00%0.01%0.01%Q4 2016Q1 20172
Aurora Investment Managers, LLC. 220.15%0.20%0.24%Q2 2023Q3 20232
Herold Advisors, Inc. 110.02%0.02%0.02%Q3 2021Q1 20222
Steward Partners Investment Advisory, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
Bank Pictet & Cie (Europe) AG 220.02%0.02%0.02%Q2 2023Q3 20232
TFB Advisors LLC 220.18%0.29%0.39%Q2 2023Q3 20232
Graham Capital Management, L.P. 110.01%0.01%0.02%Q4 2021Q3 20222
Corient Private Wealth LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Perigon Wealth Management, LLC 220.02%0.02%0.02%Q1 2017Q2 20172
Alberta Investment Management Corp 110.01%0.02%0.02%Q2 2020Q2 20212
Patriot Financial Group Insurance Agency, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Stonebridge Capital Advisors LLC 110.00%0.00%0.01%Q4 2021Q3 20222
Ergoteles LLC 110.00%0.10%0.19%Q2 2021Q4 20212
Zebra Capital Management LLC 220.04%0.04%0.04%Q2 2016Q3 20162
Bleakley Financial Group, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Wealth Alliance 220.05%0.05%0.05%Q4 2021Q1 20222
Alyeska Investment Group, L.P. 220.02%0.07%0.13%Q3 2016Q4 20162
RPg Family Wealth Advisory, LLC 220.06%0.06%0.06%Q4 2021Q1 20222
Sheaff Brock Investment Advisors, LLC 220.02%0.02%0.02%Q1 2017Q2 20172
San Luis Wealth Advisors LLC 220.31%0.32%0.33%Q2 2023Q3 20232
HANSEATIC MANAGEMENT SERVICES INC 220.00%0.00%0.00%Q4 2019Q1 20202
Phraction Management LLC 220.20%0.25%0.30%Q4 2021Q1 20222
HEITMAN REAL ESTATE SECURITIES LLC 220.88%1.62%2.36%Q4 2021Q1 20222
Avion Wealth 110.00%0.02%0.03%Q4 2021Q3 20232
Bayesian Capital Management, LP 110.02%0.03%0.04%Q4 2022Q3 20232
SYNOVUS FINANCIAL CORP 220.00%0.00%0.00%Q1 2020Q2 20202
RUSH ISLAND MANAGEMENT, LP 225.59%5.87%6.15%Q3 2021Q4 20212
Savant Capital, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Simplicity Solutions, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
TimeScale Financial, Inc. 220.01%0.01%0.01%Q1 2023Q2 20232
K2 PRINCIPAL FUND, L.P. 220.03%0.03%0.04%Q1 2017Q2 20172
Linscomb & Williams, Inc. 220.04%0.04%0.04%Q4 2021Q1 20222
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT 220.35%0.43%0.50%Q3 2018Q4 20182
Parallax Volatility Advisers, L.P. 110.00%0.00%0.00%Q4 2017Q1 20192
Hightower 6M Holding, LLC 220.03%0.03%0.04%Q1 2022Q2 20222
BlueSky Wealth Advisors, LLC 220.04%0.05%0.06%Q1 2023Q2 20232
MILES CAPITAL, INC. 220.15%0.16%0.17%Q3 2018Q4 20182
Bray Capital Advisors 220.01%0.01%0.02%Q1 2018Q2 20182
NewEdge Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20222
Kestra Advisory Services, LLC 110.00%0.02%0.03%Q2 2022Q2 20232
MSI Financial Services Inc 220.00%0.00%0.00%Q3 2016Q4 20162
Bridgefront Capital, LLC 110.06%0.19%0.32%Q4 2020Q3 20212
55I, LLC 220.02%0.03%0.04%Q4 2021Q1 20222
Prudent Man Advisors, LLC 220.06%0.07%0.07%Q2 2023Q3 20232
Prestige Wealth Management Group LLC 110.00%0.00%0.00%Q1 2020Q3 20232
FOX RUN MANAGEMENT, L.L.C. 110.10%0.18%0.25%Q4 2021Q1 20232
PDT Partners, LLC 220.01%0.01%0.01%Q1 2015Q2 20152
NATIXIS 110.00%0.05%0.09%Q3 2017Q4 20212
Arlington Capital Management, Inc. 220.45%0.56%0.66%Q3 2019Q4 20192
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 220.02%0.02%0.02%Q2 2021Q3 20212
Fortress Wealth Group, LLC 220.16%0.18%0.19%Q4 2021Q1 20222
Monashee Investment Management LLC 110.58%1.32%2.06%Q3 2016Q3 20172
FineMark National Bank & Trust 220.00%0.00%0.00%Q3 2016Q4 20162
BT Wealth Management LLC 220.06%0.07%0.07%Q1 2022Q2 20222
Claraphi Advisory Network, LLC 110.02%0.15%0.28%Q1 2020Q4 20212
Fluent Financial, LLC 220.08%0.10%0.12%Q2 2023Q3 20232
GHP Investment Advisors, Inc. 220.00%0.00%0.00%Q1 2022Q2 20222
VISTA CAPITAL PARTNERS, INC. 220.03%0.03%0.03%Q4 2021Q1 20222
AlphaStar Capital Management, LLC 220.02%0.02%0.02%Q4 2021Q1 20222
Fortis Group Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20232
Surevest, LLC 220.02%0.02%0.02%Q2 2022Q3 20222
Land & Buildings Investment Management 221.98%2.21%2.44%Q1 2023Q2 20232
Ethic Inc. 220.01%0.01%0.01%Q1 2023Q2 20232
Maven Securities LTD 220.13%0.25%0.37%Q3 2021Q4 20212
Nemes Rush Group LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Doyle Wealth Management 220.04%0.04%0.04%Q4 2021Q1 20222
Fortis Capital Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
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
MOORE CAPITAL MANAGEMENT, LP 110.08%0.08%0.08%Q3 2016Q3 20161
Emerald Acquisition Ltd. 110.00%0.00%0.00%Q2 2016Q2 20161
Philadelphia Financial Management of San Francisco, LLC 110.55%0.55%0.55%Q4 2016Q4 20161
COLDSTREAM CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q1 2022Q1 20221
EdgeRock Capital LLC 110.04%0.04%0.04%Q3 2022Q3 20221
PRIVATE TRUST CO NA 110.00%0.00%0.00%Q3 2023Q3 20231
Kolinsky Wealth Management, LLC 110.30%0.30%0.30%Q4 2021Q4 20211
Kovack Advisors, Inc. 110.02%0.02%0.02%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
Chessman Wealth Strategies RIA 110.01%0.01%0.01%Q3 2018Q3 20181
ASSOCIATED BANC-CORP 110.00%0.00%0.00%Q1 2020Q1 20201
Financial Management Professionals, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Lloyd Advisory Services, LLC. 110.03%0.03%0.03%Q4 2021Q4 20211
Greenland Capital Management LP 110.25%0.25%0.25%Q3 2023Q3 20231
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Sequoia Financial Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
West Financial Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
LGT Financial Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Soros Fund Management 110.07%0.07%0.07%Q3 2016Q3 20161
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
MIRABELLA FINANCIAL SERVICES LLP 110.12%0.12%0.12%Q4 2021Q4 20211
COOPER CREEK PARTNERS MANAGEMENT LLC 110.44%0.44%0.44%Q2 2020Q2 20201
First Trust Direct Indexing L.P. 110.02%0.02%0.02%Q4 2020Q4 20201
CONDOR CAPITAL MANAGEMENT 110.03%0.03%0.03%Q1 2022Q1 20221
Freedom Investment Management, Inc. 110.04%0.04%0.04%Q1 2022Q1 20221
American Trust 110.01%0.01%0.01%Q1 2023Q1 20231
KINGS POINT CAPITAL MANAGEMENT 110.01%0.01%0.01%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
COMERICA SECURITIES,INC. 110.00%0.00%0.00%Q4 2022Q4 20221
Parkwood LLC 110.02%0.02%0.02%Q3 2015Q3 20151
FirstPurpose Wealth LLC 110.19%0.19%0.19%Q1 2022Q1 20221
Piermont Capital Management Inc. 110.54%0.54%0.54%Q2 2018Q2 20181
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
MOODY NATIONAL BANK TRUST DIVISION 110.00%0.00%0.00%Q4 2018Q4 20181
Insight Inv LLC 110.03%0.03%0.03%Q2 2022Q2 20221
Independent Wealth Network Inc. 110.29%0.29%0.29%Q4 2021Q4 20211
Oak Thistle LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Pictet Asset Management Holding SA 110.00%0.00%0.00%Q3 2023Q3 20231
Cornerstone Investment Partners, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
ZACKS INVESTMENT MANAGEMENT 110.00%0.00%0.00%Q4 2021Q4 20211
WealthPlan Investment Management, LLC 110.05%0.05%0.05%Q1 2022Q1 20221
CONTINENTAL ADVISORS LLC 110.11%0.11%0.11%Q3 2015Q3 20151
LaSalle St. Investment Advisors, LLC 110.08%0.08%0.08%Q4 2022Q4 20221
ENTERPRISE FINANCIAL SERVICES CORP 110.00%0.00%0.00%Q2 2021Q2 20211
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
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
HIGHBRIDGE CAPITAL MANAGEMENT LLC 110.10%0.10%0.10%Q3 2016Q3 20161
Beaird Harris Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Arkadios Wealth Advisors 110.04%0.04%0.04%Q4 2021Q4 20211
Psagot Value Holdings Ltd. / (Israel) 110.00%0.00%0.00%Q1 2023Q1 20231
Castle Hook Partners LP 110.04%0.04%0.04%Q1 2023Q1 20231
Advantage Alpha Capital Partners LP 110.18%0.18%0.18%Q1 2023Q1 20231
DEERE & CO 110.02%0.02%0.02%Q3 2016Q3 20161
Personal Capital Advisors Corp 110.00%0.00%0.00%Q4 2021Q4 20211
CLEAR STREET MARKETS LLC 110.01%0.01%0.01%Q4 2022Q4 20221
683 Capital Management, LLC 110.64%0.64%0.64%Q1 2014Q1 20141
EDMUNDS WHITE PARTNERS LLC 114.66%4.66%4.66%Q3 2014Q3 20141
Orgel Wealth Management, LLC 110.04%0.04%0.04%Q1 2017Q1 20171
RGT Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
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
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
LUMINUS MANAGEMENT LLC 110.59%0.59%0.59%Q1 2020Q1 20201
Confluence Wealth Services, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
Willis Johnson & Associates, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
Pine River Capital Management L.P. 110.10%0.10%0.10%Q3 2016Q3 20161
SeaCrest Wealth Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Bensler, LLC 110.06%0.06%0.06%Q4 2021Q4 20211
Rotella Capital Management, Inc. 110.12%0.12%0.12%Q3 2015Q3 20151
Leucadia National 110.00%0.00%0.00%Q3 2023Q3 20231
PATHSTONE FAMILY OFFICE, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 110.02%0.02%0.02%Q4 2021Q4 20211
Meridian Wealth Management, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Prosperitas Financial LLC 110.78%0.78%0.78%Q3 2023Q3 20231
Employees Retirement System of Texas 110.01%0.01%0.01%Q2 2023Q2 20231
Westchester Capital Management, LLC 110.01%0.01%0.01%Q3 2016Q3 20161
State of New Jersey Common Pension Fund A 110.01%0.01%0.01%Q1 2014Q1 20141
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
IFG Advisory, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
JACOBS LEVY EQUITY MANAGEMENT, INC 110.01%0.01%0.01%Q1 2015Q1 20151
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
Avidian Wealth Solutions, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Beacon Pointe Advisors, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Invictus RG 110.36%0.36%0.36%Q4 2017Q4 20171
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
BlackRock Group LTD 110.00%0.00%0.00%Q4 2016Q4 20161
Colonial River Wealth Management, LLC 110.20%0.20%0.20%Q4 2021Q4 20211
Lee Financial Co 110.00%0.00%0.00%Q2 2022Q2 20221
Itau Unibanco Holding S.A. 110.01%0.01%0.01%Q4 2019Q4 20191
EVERGREEN CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q1 2022Q1 20221
EXANE DERIVATIVES 110.05%0.05%0.05%Q1 2022Q1 20221
Presidio Capital Management, LLC 110.20%0.20%0.20%Q4 2021Q4 20211
CAPITAL WEALTH MANAGEMENT, LLC 110.61%0.61%0.61%Q1 2022Q1 20221
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.04%0.04%0.04%Q4 2016Q4 20161
ASCEND CAPITAL, LLC 110.17%0.17%0.17%Q3 2016Q3 20161
Moab Capital Partners 110.57%0.57%0.57%Q3 2015Q3 20151
Amalgamated Financial Corp. 110.02%0.02%0.02%Q1 2022Q1 20221
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
Tarbox Family Office, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
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
25 LLC 110.00%0.00%0.00%Q2 2023Q2 20231
CHICAGO EQUITY PARTNERS LLC 110.05%0.05%0.05%Q3 2016Q3 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
NinePointTwo Capital LLC 110.10%0.10%0.10%Q4 2021Q4 20211
Vigilant Capital Management, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
LAZARI CAPITAL MANAGEMENT, INC. 110.12%0.12%0.12%Q2 2023Q2 20231
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
WIPFLI FINANCIAL ADVISORS LLC, 110.01%0.01%0.01%Q3 2022Q3 20221
Krilogy Financial LLC 110.00%0.00%0.00%Q2 2016Q2 20161
Integrated Advisors Network LLC 110.02%0.02%0.02%Q4 2021Q4 20211
PATTON ALBERTSON MILLER GROUP, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
SPRING CREEK CAPITAL LLC 110.02%0.02%0.02%Q2 2018Q2 20181
INCEPTIONR LLC 110.20%0.20%0.20%Q1 2023Q1 20231
UBS AG 110.00%0.00%0.00%Q3 2014Q3 20141
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 110.03%0.03%0.03%Q2 2016Q2 20161
Resurgent Financial Advisors LLC 110.14%0.14%0.14%Q4 2022Q4 20221
MIK Capital, LP 110.11%0.11%0.11%Q3 2020Q3 20201
Inspire Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Vident Advisory, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
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
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This page lists all the filers that currently own INDEPENDENCE RLTY TR INC or have owned INDEPENDENCE RLTY TR INC in the past.