ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 3830.00%0.01%0.12%Q2 2013Q3 2023110
Cutler Group LLC / CA 32320.00%0.05%0.70%Q4 2015Q3 202383
Citadel Advisors 2010.00%0.01%0.07%Q1 2014Q3 202370
Parallax Volatility Advisers, L.P. 1920.00%0.00%0.04%Q4 2014Q3 202362
BANK OF AMERICA CORP /DE/ 42420.00%0.03%0.15%Q2 2013Q3 202362
CITIGROUP INC 42420.00%0.05%0.44%Q2 2013Q3 202361
GOLDMAN SACHS GROUP INC 3810.00%0.03%0.16%Q1 2012Q3 202360
WOLVERINE TRADING, LLC 810.00%0.02%0.06%Q2 2016Q3 202357
ROYAL BANK OF CANADA 42420.00%0.01%0.03%Q2 2013Q3 202356
JANE STREET GROUP, LLC 2420.00%0.04%0.20%Q2 2014Q3 202354
UBS Group AG 36360.00%0.02%0.11%Q4 2014Q3 202350
MILLENNIUM MANAGEMENT LLC 1220.00%0.03%0.31%Q3 2014Q3 202348
HSBC HOLDINGS PLC 47470.00%0.00%0.01%Q1 2012Q3 202347
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.03%Q2 2013Q3 202343
CREDIT SUISSE AG/ 1460.00%0.01%0.18%Q1 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.00%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.01%0.05%Q2 2013Q3 202342
Main Management LLC 42420.54%1.92%3.70%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.02%0.05%0.16%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.03%0.09%Q2 2013Q3 202342
FIDUCIARY TRUST CO 42420.17%0.23%0.31%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
Financial Advantage, Inc. 42426.25%8.77%11.36%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.06%0.16%Q2 2013Q3 202342
MCMILLION CAPITAL MANAGEMENT INC 41413.29%4.23%6.35%Q2 2013Q2 202341
JPMORGAN CHASE & CO 3290.00%0.01%0.04%Q2 2013Q3 202341
Janney Montgomery Scott LLC 41410.01%0.05%0.10%Q3 2013Q3 202341
BESSEMER GROUP INC 29120.00%0.00%0.00%Q2 2013Q3 202341
STIFEL FINANCIAL CORP 39390.00%0.01%0.03%Q1 2014Q3 202339
SPC Financial, Inc. 28110.04%1.90%4.33%Q2 2013Q3 202339
RAYMOND JAMES & ASSOCIATES 3630.01%0.02%0.04%Q4 2013Q3 202339
Gemmer Asset Management LLC 39390.54%2.87%4.73%Q1 2014Q3 202339
WMS Partners, LLC 38380.04%0.15%0.32%Q2 2014Q3 202338
Cannell & Spears LLC 38380.02%0.06%0.18%Q2 2014Q3 202338
AMERIPRISE FINANCIAL INC 2910.00%0.00%0.02%Q2 2013Q3 202337
Creative Planning 2440.00%0.00%0.01%Q2 2013Q3 202337
WBH ADVISORY INC 3430.07%0.10%0.15%Q2 2014Q3 202337
UNITED CAPITAL FINANCIAL ADVISORS, LLC 36360.00%0.03%0.11%Q4 2014Q3 202336
Raymond James Financial Services Advisors, Inc. 1440.01%0.08%0.35%Q3 2013Q3 202336
DUNCKER STREETT & CO INC 2590.00%0.01%0.01%Q2 2013Q4 202134
MARSHALL WACE, LLP 1210.00%0.02%0.16%Q2 2018Q3 202333
Tower Research Capital LLC (TRC) 2120.00%0.19%0.98%Q4 2014Q3 202333
BNP PARIBAS FINANCIAL MARKETS 1610.00%0.12%0.46%Q2 2015Q3 202333
Migdal Insurance & Financial Holdings Ltd. 32320.10%1.95%7.05%Q4 2015Q3 202332
BANK OF MONTREAL /CAN/ 2010.00%0.02%0.15%Q2 2013Q4 202231
J.P. Morgan Private Wealth Advisors LLC 31310.00%0.02%0.08%Q1 2016Q3 202331
OPPENHEIMER & CO INC 31310.03%0.08%0.16%Q1 2016Q3 202331
Snowden Capital Advisors LLC 2280.03%0.10%0.24%Q1 2016Q3 202330
PEAK6 Investments LLC 13130.00%0.01%0.05%Q3 2020Q3 202330
MURPHY CAPITAL MANAGEMENT INC 30300.05%0.09%0.15%Q1 2015Q2 202230
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2710.00%0.02%0.08%Q2 2013Q3 202330
IFP Advisors, Inc 1740.00%0.01%0.02%Q4 2015Q3 202330
Carnegie Capital Asset Management, LLC 1510.01%0.04%0.08%Q2 2014Q3 202330
HighTower Advisors, LLC 2710.00%0.03%0.08%Q3 2014Q3 202330
NOESIS CAPITAL MANGEMENT CORP 28282.08%2.84%3.91%Q4 2016Q3 202328
Winslow, Evans & Crocker, Inc. 2530.00%0.02%0.04%Q4 2013Q4 202028
D.A. DAVIDSON & CO. 2440.00%0.06%0.11%Q3 2016Q3 202328
Harel Insurance Investments & Financial Services Ltd. 2710.01%1.60%5.11%Q2 2016Q3 202328
Lido Advisors, LLC 27270.04%0.08%0.14%Q1 2017Q3 202327
Chicago Partners Investment Group LLC 27270.05%0.10%0.18%Q1 2017Q3 202327
Patten Group, Inc. 1810.00%0.32%0.70%Q4 2014Q3 202327
Janney Capital Management LLC 1540.02%1.03%3.03%Q2 2013Q4 202027
Private Advisor Group, LLC 2310.01%0.02%0.06%Q3 2016Q3 202327
BARCLAYS PLC 1610.00%0.00%0.04%Q2 2013Q3 202327
Allworth Financial LP 27270.00%0.00%0.00%Q1 2017Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.02%0.07%Q2 2013Q4 201927
COOKSON PEIRCE & CO INC 26260.04%0.10%0.20%Q3 2015Q4 202126
Transamerica Financial Advisors, Inc. 1010.00%0.01%0.06%Q2 2013Q3 202326
MML INVESTORS SERVICES, LLC 26260.03%0.12%0.40%Q2 2017Q3 202326
BANK OF NOVA SCOTIA 2010.00%0.30%1.02%Q3 2013Q2 202326
Sigma Planning Corp 25250.02%0.12%0.29%Q3 2017Q3 202325
Mathes Company, Inc. 2320.46%1.50%1.99%Q2 2017Q3 202325
HARVEST CAPITAL MANAGEMENT INC 25250.74%1.19%2.52%Q2 2013Q2 201925
EP Wealth Advisors, LLC 2140.01%0.15%2.10%Q2 2017Q3 202325
Bogart Wealth, LLC 25250.00%0.00%0.01%Q3 2017Q3 202325
Avior Wealth Management, LLC 1870.01%0.22%1.86%Q3 2015Q3 202325
MinichMacGregor Wealth Management, LLC 1110.01%3.83%5.73%Q1 2016Q3 202325
SUNTRUST BANKS INC 24240.00%0.02%0.04%Q4 2013Q3 201924
HOWE & RUSLING INC 1830.00%0.00%0.01%Q2 2013Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.03%0.07%Q4 2017Q3 202324
CAPTRUST FINANCIAL ADVISORS 1590.00%0.03%0.32%Q3 2017Q3 202324
MEITAV INVESTMENT HOUSE LTD 24240.06%1.07%3.14%Q4 2017Q3 202324
Parallel Advisors, LLC 24240.00%0.04%0.07%Q4 2017Q3 202324
Milestone Advisory Partners 24241.11%2.25%3.20%Q4 2017Q3 202324
RiverFront Investment Group, LLC 13110.01%0.55%1.03%Q4 2008Q3 202224
Ifrah Financial Services, Inc. 1240.08%0.15%0.26%Q2 2014Q4 202124
Twin Tree Management, LP 1510.01%0.17%1.28%Q1 2019Q1 202324
SG Americas Securities, LLC 810.00%0.04%0.25%Q2 2013Q2 202324
CenterStar Asset Management, LLC 410.00%0.27%0.76%Q3 2019Q3 202324
FMR LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
BRADLEY FOSTER & SARGENT INC/CT 13110.01%0.01%0.02%Q3 2017Q3 202324
Advisory Services Network, LLC 24240.01%0.11%0.42%Q4 2017Q3 202324
STEPHENS INC /AR/ 2120.01%0.10%0.42%Q4 2015Q3 202323
LAZARD ASSET MANAGEMENT LLC 23230.00%0.00%0.01%Q1 2018Q3 202323
Steward Partners Investment Advisory, LLC 22220.00%0.02%0.05%Q2 2018Q3 202322
Cetera Advisors LLC 22220.02%0.08%0.16%Q2 2018Q3 202322
Riggs Asset Managment Co. Inc. 2020.00%2.08%4.57%Q1 2018Q3 202322
Lloyds Banking Group plc 1930.02%0.25%0.72%Q2 2013Q4 201822
Wealthcare Advisory Partners LLC 22220.06%0.11%0.20%Q2 2018Q3 202322
Intellectus Partners, LLC 1930.12%0.24%0.39%Q1 2018Q3 202322
PARSONS CAPITAL MANAGEMENT INC/RI 22220.03%0.12%0.21%Q2 2018Q3 202322
Koshinski Asset Management, Inc. 12100.04%0.19%0.37%Q1 2016Q1 202222
BLAIR WILLIAM & CO/IL 2020.00%0.00%0.00%Q1 2018Q3 202322
Ayalon Insurance Comp Ltd. 21210.74%1.50%2.22%Q3 2018Q3 202321
SALEM INVESTMENT COUNSELORS INC 1830.01%0.03%0.05%Q3 2016Q3 202321
NewEdge Advisors, LLC 21210.00%0.10%0.16%Q3 2018Q3 202321
AE Wealth Management LLC 1830.00%0.02%0.06%Q1 2017Q3 202321
DEUTSCHE BANK AG\ 1560.00%0.00%0.01%Q3 2013Q3 202121
Advisors Preferred, LLC 510.01%0.14%2.15%Q4 2013Q4 202021
Well Done, LLC 2010.08%0.21%0.84%Q1 2016Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.02%Q3 2018Q3 202321
Cetera Advisor Networks LLC 1920.01%0.05%0.11%Q2 2018Q3 202321
Gerber Kawasaki Wealth & Investment Management 1280.01%0.12%0.33%Q3 2018Q3 202320
ALPINE WOODS CAPITAL INVESTORS, LLC 20200.06%0.18%0.29%Q4 2018Q3 202320
American Portfolios Advisors 20200.03%0.04%0.05%Q4 2017Q3 202220
Ledyard National Bank 20200.01%0.31%1.07%Q1 2014Q4 201820
Global Retirement Partners, LLC 1370.00%0.00%0.01%Q3 2018Q3 202320
CWM, LLC 1280.00%0.01%0.04%Q3 2018Q3 202320
BENJAMIN F. EDWARDS & COMPANY, INC. 1910.00%0.01%0.03%Q2 2018Q3 202320
Archer Investment Corp 20200.01%0.01%0.02%Q4 2018Q3 202320
DAVENPORT & Co LLC 1420.00%0.01%0.01%Q3 2016Q3 202319
KCM INVESTMENT ADVISORS LLC 1410.01%0.02%0.04%Q3 2018Q3 202319
LOWE BROCKENBROUGH & CO INC 19190.26%0.47%0.63%Q1 2019Q3 202319
Goelzer Investment Management, Inc. 19190.03%0.45%0.85%Q1 2019Q3 202319
BANK HAPOALIM BM 19190.13%0.86%1.38%Q1 2019Q3 202319
NEXT Financial Group, Inc 1410.00%0.05%0.12%Q3 2014Q4 202119
Bank of New York Mellon Corp 1810.00%0.00%0.00%Q3 2018Q3 202319
Jefferies Group LLC 1020.00%0.03%0.12%Q3 2019Q3 202219
Pflug Koory, LLC 19190.01%0.01%0.02%Q1 2019Q3 202319
First National Bank of South Miami 19190.86%1.23%1.72%Q4 2018Q2 202319
Haverford Trust Co 19190.00%0.00%0.01%Q1 2019Q3 202319
HUNTINGTON NATIONAL BANK 1810.00%0.00%0.00%Q4 2017Q3 202319
Capital Analysts, LLC 19190.00%0.03%0.12%Q1 2019Q3 202319
Fisher Asset Management, LLC 1720.00%0.18%0.92%Q4 2018Q3 202319
Csenge Advisory Group 1540.01%0.15%0.99%Q3 2018Q3 202319
BB&T SECURITIES, LLC 1010.00%0.01%0.02%Q2 2013Q3 201918
COLONY GROUP LLC 1620.03%0.17%1.01%Q4 2015Q3 202318
FIFTH THIRD BANCORP 1620.00%0.00%0.00%Q4 2018Q3 202318
AdvisorNet Financial, Inc 18180.00%0.00%0.01%Q2 2018Q3 202218
Mutual Advisors, LLC 1510.03%0.18%0.82%Q3 2018Q3 202318
Timber Hill LLC 1610.01%9.31%50.51%Q2 2013Q1 202018
B. Riley Wealth Advisors, Inc. 1610.00%0.04%0.10%Q2 2014Q3 202318
HM PAYSON & CO 18180.00%0.00%0.00%Q2 2019Q3 202318
AFT, FORSYTH & COMPANY, INC. 18180.22%0.58%0.81%Q2 2019Q3 202318
NVWM, LLC 18180.17%0.38%0.83%Q2 2019Q3 202318
Baird Financial Group, Inc. 1310.00%0.00%0.01%Q2 2015Q3 202317
Cerity Partners LLC 1610.00%0.02%0.04%Q2 2019Q3 202317
Phoenix Holdings Ltd. 17170.08%0.21%1.24%Q3 2019Q3 202317
Sunbelt Securities, Inc. 1430.01%0.16%0.41%Q2 2018Q3 202317
SIGNATUREFD, LLC 17170.01%0.01%0.01%Q3 2019Q3 202317
THRIVENT FINANCIAL FOR LUTHERANS 1340.00%0.00%0.01%Q1 2019Q3 202317
VALLEY NATIONAL ADVISERS INC 17170.01%0.18%0.47%Q3 2019Q3 202317
Westwind Capital 17170.36%0.43%0.51%Q4 2019Q4 202317
AVANTAX ADVISORY SERVICES, INC. 17170.02%0.05%0.10%Q3 2019Q3 202317
Belpointe Asset Management LLC 17170.02%0.06%0.14%Q2 2019Q2 202317
FUKOKU MUTUAL LIFE INSURANCE Co 17170.65%1.21%1.61%Q4 2018Q4 202217
MERCER GLOBAL ADVISORS INC /ADV 1610.01%0.04%0.12%Q2 2019Q3 202317
SUMITOMO MITSUI FINANCIAL GROUP, INC. 17170.02%0.31%3.32%Q3 2019Q3 202317
BROWN BROTHERS HARRIMAN & CO 980.00%0.02%0.02%Q4 2018Q1 202317
RAYMOND JAMES TRUST N.A. 1330.01%0.03%0.06%Q2 2019Q3 202316
Altus Wealth Management, LLC 16164.31%10.37%16.81%Q4 2019Q3 202316
Endurance Wealth Management, Inc. 16160.01%0.01%0.01%Q3 2019Q2 202316
Simplicity Solutions, LLC 710.01%0.15%0.59%Q1 2015Q3 202316
WJ Wealth Management, LLC 16160.16%0.59%1.20%Q4 2019Q3 202316
Western Wealth Management, LLC 1110.02%0.19%0.70%Q4 2018Q2 202316
TRUIST FINANCIAL CORP 16160.01%0.02%0.03%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.01%0.03%0.04%Q4 2019Q3 202316
CENTRAL TRUST Co 16160.00%0.00%0.00%Q4 2019Q3 202316
SIGNET FINANCIAL MANAGEMENT, LLC 420.02%0.05%0.11%Q3 2015Q3 202316
Cutter & CO Brokerage, Inc. 16160.09%0.12%0.16%Q1 2018Q4 202116
Triangle Securities Wealth Management 16160.10%0.17%0.21%Q4 2019Q3 202316
CENTAURUS FINANCIAL, INC. 710.01%0.06%0.24%Q1 2018Q3 202316
Cetera Investment Advisers 15150.00%0.03%0.10%Q1 2020Q3 202315
Perigon Wealth Management, LLC 1410.01%0.08%0.12%Q4 2018Q2 202315
PINNACLE ASSOCIATES LTD 15150.01%0.02%0.02%Q1 2020Q3 202315
Voya Financial Advisors, Inc. 15150.02%0.26%0.61%Q3 2017Q1 202115
OGOREK ANTHONY JOSEPH /NY/ /ADV 15150.09%2.36%7.21%Q1 2020Q3 202315
Colonial Trust Advisors 15150.04%0.09%0.16%Q1 2020Q3 202315
Investors Research Corp 15150.01%0.01%0.02%Q1 2020Q3 202315
Miracle Mile Advisors, LLC 1320.01%0.61%8.74%Q2 2015Q3 202315
NOMURA ASSET MANAGEMENT CO LTD 870.00%0.01%0.04%Q2 2018Q3 202315
Tempus Wealth Planning, LLC 1410.17%0.27%0.52%Q4 2019Q3 202315
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 740.00%0.01%0.02%Q4 2013Q2 202115
Calamos Wealth Management LLC 15150.03%0.04%0.05%Q1 2020Q3 202315
Financial Advocates Investment Management 530.01%0.03%0.07%Q4 2017Q3 202315
OSAIC HOLDINGS, INC. 15150.02%0.03%0.05%Q1 2020Q3 202315
GLENMEDE TRUST CO NA 15150.00%0.00%0.00%Q4 2018Q2 202215
MSI Financial Services Inc 15150.00%0.01%0.02%Q2 2013Q4 201615
SIMPLEX TRADING, LLC 520.00%0.01%0.07%Q3 2017Q3 202315
Wellspring Financial Advisors, LLC 15150.38%2.33%4.63%Q1 2020Q3 202315
BAROMETER CAPITAL MANAGEMENT INC. 610.04%0.34%0.99%Q3 2014Q1 202115
Advisor Group, Inc. 15150.00%0.03%0.06%Q2 2016Q4 201915
Segment Wealth Management, LLC 1410.12%0.18%0.59%Q3 2018Q3 202315
Clearstead Advisors, LLC 15150.01%0.02%0.06%Q1 2020Q3 202315
Citizens National Bank Trust Department 15150.15%0.29%0.45%Q1 2020Q3 202315
CHATHAM CAPITAL GROUP, INC. 15150.08%0.18%0.25%Q1 2020Q3 202315
Portfolio Strategies, Inc. 15150.28%4.33%6.70%Q4 2017Q2 202115
ARKANSAS FINANCIAL GROUP, INC. 15150.06%0.11%0.24%Q1 2020Q3 202315
Venturi Wealth Management, LLC 15150.01%0.14%0.30%Q1 2020Q3 202315
WEDBUSH SECURITIES INC 15150.02%0.02%0.04%Q1 2019Q3 202215
Hilltop Holdings Inc. 1410.06%0.22%0.46%Q3 2019Q3 202315
Retirement Group, LLC 1410.00%0.00%0.01%Q4 2019Q3 202315
DELTA ASSET MANAGEMENT LLC/TN 1140.00%0.00%0.01%Q2 2019Q3 202315
Focused Wealth Management, Inc 15150.66%0.81%0.93%Q1 2020Q3 202315
360 Financial, Inc. 1050.13%2.54%8.05%Q4 2019Q3 202315
TRUSTCORE FINANCIAL SERVICES, LLC 14140.00%0.01%0.01%Q3 2019Q4 202214
CREATIVE FINANCIAL DESIGNS INC /ADV 14140.05%0.17%0.38%Q2 2020Q3 202314
KWMG, LLC 14140.53%0.63%0.72%Q2 2020Q3 202314
Caprock Group, LLC 14140.04%0.05%0.07%Q2 2020Q3 202314
FOUNDERS FINANCIAL SECURITIES LLC 1210.04%0.44%1.72%Q2 2014Q2 202314
HBK Sorce Advisory LLC 950.02%0.05%0.06%Q1 2020Q3 202314
Ironwood Financial, llc 1310.03%0.04%0.06%Q3 2018Q3 202314
Outlook Wealth Advisors, LLC 1110.08%0.89%3.14%Q4 2018Q3 202314
Silverleafe Capital Partners, LLC 750.17%2.53%4.65%Q4 2018Q1 202214
HRT FINANCIAL LP 610.01%0.34%1.77%Q2 2015Q4 202214
Summit Trail Advisors, LLC 14140.11%1.73%4.00%Q2 2020Q3 202314
Clark Capital Management Group, Inc. 510.03%0.27%1.05%Q3 2013Q3 202314
Pinnacle Advisory Group, Inc. 950.04%1.14%4.09%Q2 2013Q4 201614
SFMG, LLC 14142.29%3.45%4.55%Q2 2020Q3 202314
HYMAN CHARLES D 14140.14%0.18%0.22%Q2 2020Q3 202314
FRANKLIN RESOURCES INC 14140.00%0.00%0.00%Q2 2020Q3 202314
AlphaMark Advisors, LLC 14140.02%0.06%0.12%Q2 2020Q3 202314
AVIANCE CAPITAL MANAGEMENT, LLC 1130.00%0.13%0.27%Q3 2014Q1 201814
Claraphi Advisory Network, LLC 14140.09%0.25%0.44%Q2 2019Q3 202214
VICUS CAPITAL 1310.13%0.21%0.64%Q3 2016Q3 202014
EDMOND DE ROTHSCHILD HOLDING S.A. 14140.00%0.01%0.02%Q2 2020Q3 202314
FineMark National Bank & Trust 14140.01%0.02%0.03%Q3 2017Q4 202014
M&T BANK CORP 910.00%0.00%0.00%Q2 2015Q4 202014
Terra Nova Asset Management LLC 1221.53%2.09%3.94%Q3 2018Q3 202314
CAHILL FINANCIAL ADVISORS INC 14140.14%0.58%1.15%Q2 2020Q3 202314
Blue Fin Capital, Inc. 14140.21%0.29%0.34%Q2 2020Q3 202314
Baker Avenue Asset Management, LP 520.11%0.49%1.25%Q3 2013Q3 202314
FundX Investment Group, LLC 910.78%2.39%5.48%Q4 2015Q4 202014
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 710.00%0.02%0.08%Q4 2019Q3 202313
PRINCETON CAPITAL MANAGEMENT LLC 13130.06%0.09%0.12%Q1 2018Q1 202113
Mission Creek Capital Partners, Inc. 1030.04%0.08%0.16%Q4 2019Q3 202313
Kovack Advisors, Inc. 13130.04%0.08%0.13%Q1 2019Q1 202213
FIRST MANHATTAN CO. LLC. 13130.00%0.00%0.00%Q3 2020Q3 202313
Karp Capital Management Corp 13130.06%1.73%2.63%Q1 2019Q1 202213
RESOURCES MANAGEMENT CORP /CT/ /ADV 13130.00%0.00%0.00%Q3 2020Q3 202313
J.W. COLE ADVISORS, INC. 810.02%0.03%0.06%Q4 2019Q3 202313
Founders Financial Alliance, LLC 13130.02%0.03%0.04%Q3 2020Q3 202313
Quantbot Technologies LP 1010.01%0.07%0.15%Q3 2019Q3 202313
Elmwood Wealth Management, Inc. 710.02%0.03%0.04%Q1 2018Q4 202113
Clal Insurance Enterprises Holdings Ltd 941.05%2.65%4.11%Q4 2014Q3 201913
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1210.24%0.52%1.14%Q4 2019Q3 202313
HHM Wealth Advisors, LLC 13130.00%0.00%0.01%Q2 2020Q2 202313
Banque Cantonale Vaudoise 13130.01%0.02%0.03%Q4 2019Q4 202213
GPS Wealth Strategies Group, LLC 13130.64%3.69%6.93%Q3 2020Q3 202313
SevenBridge Financial Group, LLC 13130.02%0.03%0.04%Q2 2016Q2 201913
Montecito Bank & Trust 610.04%0.14%0.33%Q2 2018Q4 202113
YorkBridge Wealth Partners, LLC 1120.01%0.02%0.05%Q4 2016Q3 202113
Kestra Advisory Services, LLC 13130.01%0.03%0.07%Q3 2020Q3 202313
Northeast Financial Consultants Inc 13130.73%1.33%1.72%Q3 2020Q3 202313
Ranch Capital Advisors Inc. 13130.05%0.37%0.58%Q4 2019Q4 202213
Apexium Financial, LP 13130.04%0.89%1.57%Q2 2020Q2 202313
MAI Capital Management 13130.00%0.01%0.02%Q3 2020Q3 202313
BARINGS LLC 1030.07%0.37%0.85%Q3 2019Q4 202213
GREENWOOD GEARHART INC 13131.21%1.72%2.37%Q3 2020Q3 202313
SYNOVUS FINANCIAL CORP 630.00%0.01%0.02%Q1 2020Q3 202313
PERSONAL CFO SOLUTIONS, LLC 13130.00%0.11%0.18%Q3 2019Q3 202213
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.02%0.05%0.08%Q3 2020Q3 202313
DSC Advisors, L.P. 1030.52%8.60%51.90%Q4 2012Q3 201613
Geneos Wealth Management Inc. 1210.00%0.09%0.40%Q2 2020Q3 202313
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 12120.86%1.69%2.66%Q4 2020Q3 202312
Total Clarity Wealth Management, Inc. 910.01%0.60%1.12%Q4 2019Q3 202312
MORGAN JESS S & CO INC 12120.74%0.87%0.99%Q4 2019Q3 202212
Madison Wealth Partners, Inc 12120.19%0.26%0.40%Q4 2020Q3 202312
Running Point Capital Advisors, LLC 12120.04%0.05%0.07%Q4 2020Q3 202312
KEYBANK NATIONAL ASSOCIATION/OH 12120.00%0.00%0.00%Q4 2020Q3 202312
WT Wealth Management 12120.23%0.37%0.58%Q3 2019Q2 202212
Qube Research & Technologies Ltd 810.00%0.09%0.31%Q4 2019Q3 202312
XPONANCE, INC. 660.16%3.82%8.91%Q4 2013Q4 201612
Robertson Stephens Wealth Management, LLC 930.06%0.18%0.30%Q3 2019Q3 202312
Brinker Capital Investments, LLC 12120.18%0.51%0.94%Q2 2013Q1 201612
Annapolis Financial Services, LLC 12120.55%0.77%0.99%Q4 2020Q3 202312
SCOTIA CAPITAL INC. 12120.00%0.01%0.07%Q1 2019Q4 202112
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Journey Advisory Group, LLC 12120.04%0.09%0.13%Q4 2020Q3 202312
Vontobel Holding Ltd. 12120.00%0.00%0.01%Q4 2020Q3 202312
TWO SIGMA SECURITIES, LLC 510.00%0.10%0.61%Q1 2015Q4 202212
Carroll Financial Associates, Inc. 12120.00%0.03%0.06%Q1 2019Q4 202112
NWAM LLC 660.02%0.26%0.53%Q2 2018Q1 202212
Rockefeller Capital Management L.P. 12120.00%0.01%0.01%Q2 2020Q1 202312
CIBC WORLD MARKET INC. 310.00%0.00%0.01%Q4 2015Q3 202312
Sandbox Financial Partners, LLC 12120.15%0.58%1.19%Q4 2020Q3 202312
Global Trust Asset Management, LLC 610.02%0.14%0.60%Q2 2019Q3 202312
Verity Asset Management, Inc. 910.32%2.18%4.39%Q1 2014Q3 201812
Newbridge Financial Services Group, Inc. 12120.01%0.10%0.19%Q3 2020Q2 202312
ADVISOR PARTNERS LLC 1010.03%0.08%0.12%Q3 2017Q2 202211
FLOW TRADERS U.S. LLC 310.01%0.22%0.97%Q3 2016Q3 202211
UBS ASSET MANAGEMENT AMERICAS LLC 1010.00%0.00%0.00%Q4 2016Q3 201911
L & S Advisors Inc 830.05%0.26%1.31%Q2 2020Q3 202311
Sequoia Financial Advisors, LLC 510.01%0.02%0.03%Q2 2018Q1 202311
Concert Wealth Management Inc. 650.03%0.06%0.08%Q4 2013Q3 201611
Baystate Wealth Management LLC 650.00%0.00%0.00%Q1 2018Q4 202211
Squarepoint Ops LLC 710.00%0.02%0.07%Q3 2019Q2 202311
Financial Architects, Inc 320.00%0.01%0.02%Q2 2017Q2 202011
Hudock, Inc. 11110.00%0.00%0.00%Q3 2019Q1 202211
Cedar Wealth Management, LLC 11110.10%0.14%0.17%Q1 2020Q3 202211
IFG Advisory, LLC 1010.06%0.18%0.31%Q4 2018Q3 202311
Vestmark Advisory Solutions, Inc. 910.02%0.04%0.06%Q1 2019Q1 202211
Strategic Blueprint, LLC 10100.04%0.25%0.45%Q2 2021Q3 202311
Addison Advisors LLC 1010.02%0.05%0.09%Q4 2020Q3 202311
First Allied Advisory Services, Inc. 610.01%0.02%0.04%Q1 2015Q3 202011
Capital Asset Advisory Services LLC 1010.00%0.00%0.02%Q4 2019Q3 202211
SP Asset Management 11110.08%1.56%2.71%Q1 2020Q3 202211
FinTrust Capital Advisors, LLC 1010.00%0.01%0.03%Q4 2018Q3 202311
Stratos Wealth Partners, LTD. 920.00%0.02%0.03%Q4 2017Q1 202111
PVG ASSET MANAGEMENT CORP 510.38%1.94%4.00%Q3 2017Q3 202311
Laurel Wealth Advisors, Inc. 10100.03%0.05%0.08%Q2 2020Q3 202210
BBT Capital Management, LLC 770.36%0.92%1.88%Q1 2017Q3 201810
Versant Capital Management, Inc 10100.01%0.01%0.01%Q1 2021Q2 202310
Accel Wealth Management 10100.00%0.01%0.01%Q4 2020Q1 202310
Parker Investment Management, LLC 710.03%0.66%2.53%Q3 2018Q4 202110
NOMURA HOLDINGS INC 410.02%0.08%0.14%Q1 2019Q1 202310
Interval Partners, LP 610.05%1.03%2.87%Q2 2020Q3 202210
Mirae Asset Global Investments Co., Ltd. 710.01%0.03%0.06%Q2 2014Q3 202310
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.01%Q2 2018Q3 202010
CHARTER RESEARCH & INVESTMENT GROUP, INC. 730.19%0.22%0.24%Q3 2020Q3 202310
PRUDENTIAL FINANCIAL INC 10100.00%0.00%0.00%Q1 2018Q2 202010
HARBOUR INVESTMENTS, INC. 640.02%0.05%0.11%Q1 2021Q3 202310
NORTHERN TRUST CORP 610.00%0.00%0.00%Q4 2020Q3 202310
RETIREMENT CAPITAL STRATEGIES 10100.13%1.11%2.76%Q1 2020Q2 202210
Sowell Financial Services LLC 710.06%0.09%0.18%Q4 2018Q1 202310
Corbenic Partners LLC 10100.00%0.02%0.04%Q1 2020Q2 202210
BECK CAPITAL MANAGEMENT, LLC 910.28%2.58%4.07%Q1 2019Q4 202110
Sullivan, Bruyette, Speros & Blaney, LLC 910.01%0.01%0.02%Q3 2018Q1 202110
RWA WEALTH PARTNERS, LLC 730.01%0.06%0.48%Q3 2020Q3 202310
Patriot Financial Group Insurance Agency, LLC 410.00%0.01%0.04%Q2 2017Q2 202310
Argent Trust Co 620.02%0.04%0.10%Q1 2015Q3 202110
Madden Advisory Services, Inc. 710.02%0.04%0.05%Q2 2013Q1 201710
West Branch Capital LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Smart Portfolios, LLC 10100.07%0.24%0.42%Q2 2018Q3 202010
STRATEGIC WEALTH MANAGEMENT INC 10100.65%1.20%3.03%Q1 2013Q2 201510
JTC Employer Solutions Trustee Ltd 10100.04%0.08%0.12%Q2 2021Q3 202310
HANSEATIC MANAGEMENT SERVICES INC 910.50%3.14%6.92%Q1 2020Q3 202310
Catamount Wealth Management 10100.00%0.04%0.16%Q4 2016Q1 201910
Kore Private Wealth LLC 10100.04%0.08%0.18%Q2 2020Q3 202210
COMMERCE BANK 630.00%0.00%0.01%Q2 2019Q3 20219
Prospera Financial Services Inc 510.01%0.03%0.07%Q2 2017Q2 20229
J. Goldman & Co LP 510.02%0.16%0.59%Q1 2020Q1 20239
Mariner, LLC 990.02%0.03%0.04%Q3 2021Q3 20239
Merit Financial Group, LLC 420.02%0.08%0.19%Q3 2019Q3 20239
Crestwood Advisors Group, LLC 540.01%0.23%0.50%Q2 2019Q3 20239
Ellis Investment Partners, LLC 990.00%0.01%0.01%Q3 2020Q3 20229
Integrated Wealth Concepts LLC 510.01%0.04%0.08%Q4 2019Q3 20239
Country Club Trust Company, n.a. 990.03%0.05%0.06%Q3 2014Q3 20169
IEQ CAPITAL, LLC 630.01%0.07%0.27%Q2 2021Q3 20239
Virtue Capital Management, LLC 720.16%0.21%0.29%Q3 2020Q3 20239
FIFTH THIRD SECURITIES, INC. 510.17%0.39%0.53%Q4 2016Q3 20239
United Asset Strategies, Inc. 310.05%0.76%2.27%Q2 2018Q4 20229
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 990.44%0.79%1.17%Q3 2021Q3 20239
Genesee Capital Advisors, LLC 990.59%0.85%0.97%Q4 2018Q4 20209
Main Management ETF Advisors, LLC 542.31%3.10%3.87%Q4 2017Q3 20239
COMERICA SECURITIES,INC. 720.01%0.03%0.07%Q1 2019Q4 20219
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 992.41%3.22%4.74%Q3 2021Q3 20239
TUDOR INVESTMENT CORP ET AL 990.02%0.05%0.13%Q3 2021Q3 20239
CAPITAL FUND MANAGEMENT S.A. 550.02%0.04%0.06%Q3 2022Q3 20239
BENJAMIN EDWARDS INC 990.00%0.04%0.07%Q4 2020Q4 20229
Advocacy Wealth Management Services, LLC 990.00%0.80%2.37%Q2 2020Q2 20229
Sanford Advisory Services, LLC 990.27%0.36%0.44%Q4 2020Q4 20229
Carmichael Hill & Associates, Inc. 990.01%0.03%0.06%Q3 2021Q3 20239
Wealthfront Advisers LLC 990.00%0.01%0.01%Q3 2021Q3 20239
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 990.04%0.05%0.06%Q3 2021Q3 20239
Bison Wealth, LLC 990.00%0.01%0.01%Q4 2019Q4 20219
Polaris Wealth Advisory Group, LLC 540.97%1.84%2.62%Q4 2014Q2 20199
Nan Shan Life Insurance Co., Ltd. 720.04%0.10%0.24%Q4 2017Q2 20209
PACIFIC SUN FINANCIAL CORP 610.18%0.34%0.41%Q2 2020Q2 20239
USCA RIA LLC 990.07%0.13%0.18%Q2 2019Q2 20219
BROWN ADVISORY INC 710.00%0.00%0.01%Q4 2020Q3 20239
EWG Elevate Inc. 610.03%1.81%2.88%Q4 2019Q4 20229
Spire Wealth Management 630.00%0.00%0.01%Q1 2021Q3 20239
Prime Capital Investment Advisors, LLC 410.00%0.01%0.01%Q4 2019Q3 20239
Gradient Investments LLC 320.00%0.00%0.00%Q1 2016Q3 20239
Commonwealth Equity Services, Inc 880.00%0.00%0.00%Q4 2015Q3 20178
PRELUDE CAPITAL MANAGEMENT, LLC 520.02%0.11%0.51%Q3 2019Q4 20218
ROPES WEALTH ADVISORS LLC 880.01%0.01%0.01%Q1 2019Q4 20208
PUBLIC SECTOR PENSION INVESTMENT BOARD 440.02%0.06%0.18%Q1 2020Q1 20238
BALYASNY ASSET MANAGEMENT L.P. 310.00%0.02%0.07%Q3 2015Q1 20238
QUADRANT CAPITAL GROUP LLC 880.00%0.00%0.00%Q4 2020Q3 20228
Ancora Advisors LLC 880.00%0.00%0.00%Q3 2020Q2 20228
1834 INVESTMENT ADVISORS CO 420.00%0.00%0.00%Q4 2017Q3 20208
PRUDENTIAL PLC 710.01%0.04%0.15%Q2 2021Q3 20238
Evanson Asset Management, LLC 880.06%0.07%0.08%Q4 2021Q3 20238
SFI Advisors, LLC 883.12%4.28%4.67%Q4 2021Q3 20238
Stone Point Wealth LLC 880.83%1.02%1.38%Q4 2021Q3 20238
BW Gestao de Investimentos Ltda. 610.57%5.21%11.25%Q1 2018Q3 20238
Torch Wealth Management LLC 410.06%0.10%0.13%Q4 2013Q4 20198
BREWIN DOLPHIN LTD 710.00%0.00%0.00%Q4 2018Q3 20218
Thrive Capital Management, LLC 880.69%0.79%0.94%Q4 2021Q3 20238
MYDA Advisors LLC 310.33%2.21%4.24%Q1 2019Q2 20228
Jaffetilchin Investment Partners, LLC 410.06%0.18%0.26%Q4 2018Q2 20218
Wealthspire Advisors, L.P. 880.00%0.00%0.00%Q2 2017Q1 20198
VESTOR CAPITAL, LLC 620.62%2.01%3.76%Q4 2019Q4 20218
New Legacy Group, LLC 880.09%0.63%0.97%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.01%Q4 2021Q3 20238
MONETARY MANAGEMENT GROUP INC 880.02%0.04%0.09%Q4 2021Q3 20238
Moors & Cabot, Inc. 710.04%0.06%0.09%Q4 2015Q1 20188
Nikulski Financial, Inc. 880.39%0.50%0.61%Q1 2020Q4 20218
KENFARB & CO. 880.72%0.87%0.97%Q4 2021Q3 20238
JFS WEALTH ADVISORS, LLC 710.00%0.00%0.02%Q2 2019Q3 20238
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Parsec Financial Management, Inc. 710.01%0.01%0.01%Q3 2020Q1 20238
Founders Capital Management 880.02%0.03%0.06%Q4 2020Q3 20228
TD Waterhouse Canada Inc. 880.00%0.01%0.02%Q4 2021Q3 20238
MMBG INVESTMENT ADVISORS CO. 880.04%0.08%0.26%Q4 2021Q3 20238
GUERRA PAN ADVISORS, LLC 881.40%1.52%1.63%Q4 2021Q3 20238
Carolina Wealth Advisors, LLC 880.02%0.02%0.03%Q4 2020Q3 20228
Strategic Wealth Partners, Ltd. 880.00%0.02%0.03%Q4 2017Q3 20198
Atom Investors LP 620.04%0.37%0.50%Q4 2020Q2 20238
JMAC ENTERPRISES LLC 880.59%0.66%0.76%Q4 2021Q3 20238
Bullseye Investment Management, LLC 880.16%0.27%0.54%Q4 2021Q3 20238
COTTONWOOD CAPITAL ADVISORS, LLC 881.52%1.84%2.24%Q4 2021Q3 20238
Valeo Financial Advisors, LLC 320.00%0.02%0.03%Q2 2018Q3 20238
Bruderman Asset Management, LLC 620.01%0.56%1.09%Q3 2015Q1 20208
Arkadios Wealth Advisors 880.01%0.01%0.02%Q4 2019Q3 20218
NEW YORK STATE COMMON RETIREMENT FUND 880.02%0.02%0.03%Q1 2015Q4 20168
Invesco Ltd. 880.00%0.00%0.00%Q4 2021Q3 20238
Sargent Bickham Lagudis LLC 880.00%0.01%0.01%Q1 2020Q4 20218
CX Institutional 320.00%0.16%0.24%Q2 2019Q3 20228
Cordasco Financial Network 880.02%0.03%0.04%Q3 2020Q2 20228
BAIRD ROBERT W & CO INC /WI/ 880.00%0.00%0.01%Q2 2013Q1 20158
Ken Stern & Associates, Inc. 880.22%0.26%0.33%Q4 2016Q3 20188
G2 Investment Partners Management LLC 710.95%2.96%7.77%Q1 2019Q1 20218
Ulland Investment Advisors, LLC 880.05%0.06%0.08%Q4 2021Q3 20238
Cadent Capital Advisors, LLC 520.18%1.08%4.37%Q4 2020Q3 20237
Clarus Wealth Advisors 410.13%0.22%0.31%Q1 2019Q2 20227
CARRET ASSET MANAGEMENT, LLC 770.03%0.04%0.05%Q1 2022Q3 20237
B. Riley Wealth Management, Inc. 610.00%0.01%0.04%Q1 2014Q1 20197
FIRST NATIONAL TRUST CO 510.01%0.02%0.02%Q2 2019Q1 20227
Concorde Asset Management, LLC 770.23%0.55%1.04%Q1 2015Q3 20167
Eudaimonia Partners, LLC 770.22%0.35%0.52%Q4 2019Q2 20217
Polar Asset Management Partners Inc. 210.01%0.37%0.56%Q2 2020Q1 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.00%0.01%0.02%Q2 2013Q4 20147
Beaumont Financial Partners, LLC 770.02%0.02%0.02%Q3 2020Q1 20227
BALDWIN BROTHERS LLC/MA 430.00%0.00%0.01%Q4 2017Q3 20237
WESPAC Advisors, LLC 430.19%1.08%2.27%Q4 2018Q1 20217
Axiom Investment Management LLC 770.01%0.05%0.11%Q1 2019Q3 20207
Tyler-Stone Wealth Management 520.00%0.00%0.01%Q4 2021Q3 20237
SeaCrest Wealth Management, LLC 310.01%0.02%0.03%Q3 2018Q3 20237
ELLIOTT MANAGEMENT CORP 310.18%0.39%0.69%Q1 2016Q3 20187
LINCOLN NATIONAL CORP 610.01%0.01%0.01%Q3 2020Q3 20227
Graves Light Lenhart Wealth, Inc. 770.00%0.00%0.00%Q4 2020Q2 20227
SOA Wealth Advisors, LLC. 770.04%0.05%0.06%Q1 2022Q3 20237
RB Capital Management, LLC 430.06%0.07%0.08%Q2 2021Q3 20237
CI INVESTMENTS INC. 770.00%0.01%0.01%Q1 2022Q3 20237
Opera Trading Capital 610.00%0.01%0.04%Q4 2016Q4 20187
Legacy Financial Strategies, LLC 520.08%0.21%0.60%Q4 2019Q3 20237
Purus Wealth Management, LLC 770.16%0.24%0.28%Q1 2022Q3 20237
WOLFF WIESE MAGANA LLC 770.00%0.01%0.01%Q1 2022Q3 20237
Charter Oak Capital Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 770.00%0.00%0.01%Q4 2021Q2 20237
NIEMANN CAPITAL MANAGEMENT INC 510.32%8.44%14.58%Q3 2017Q2 20207
Ionic Capital Management LLC 770.05%0.09%0.15%Q1 2022Q3 20237
Sage Mountain Advisors LLC 770.01%0.01%0.02%Q1 2021Q3 20227
Legacy Wealth Planning, LLC 771.02%1.15%1.45%Q1 2021Q3 20227
FIL Ltd 610.00%0.01%0.02%Q4 2021Q3 20237
Kesler, Norman & Wride, LLC 610.05%1.22%1.93%Q4 2020Q3 20237
Virtu KCG Holdings LLC 210.00%0.02%0.07%Q1 2014Q2 20177
Covenant Multifamily Offices, LLC 774.97%6.90%9.17%Q1 2020Q3 20217
Sovarnum Capital L.P. 770.64%2.08%4.41%Q1 2018Q3 20197
McGuire Investment Group, LLC 770.04%0.05%0.06%Q3 2020Q1 20227
MAGNOLIA CAPITAL ADVISORS LLC 770.10%0.14%0.20%Q4 2021Q2 20237
WFG Advisors, LP 610.00%0.01%0.01%Q3 2013Q2 20177
Brookstone Capital Management 210.00%0.04%0.14%Q3 2015Q3 20237
Beacon Pointe Advisors, LLC 770.02%0.03%0.04%Q1 2022Q3 20237
K2 PRINCIPAL FUND, L.P. 510.23%1.44%3.65%Q3 2019Q4 20217
MONEY CONCEPTS CAPITAL CORP 520.00%0.01%0.02%Q4 2020Q4 20227
Almanack Investment Partners, LLC. 310.03%0.49%1.14%Q2 2020Q3 20227
Atria Wealth Solutions, Inc. 770.03%0.07%0.08%Q1 2022Q3 20237
BOOTHBAY FUND MANAGEMENT, LLC 310.01%0.07%0.36%Q1 2021Q2 20236
EATON VANCE MANAGEMENT 660.00%0.00%0.00%Q4 2020Q1 20226
PVG Asset Management 330.30%0.38%0.50%Q4 2014Q2 20166
Great Diamond Partners, LLC 510.12%0.18%0.29%Q4 2019Q4 20216
Crescent Grove Advisors, LLC 660.15%0.18%0.23%Q2 2020Q3 20216
Atlas Private Wealth Advisors 660.00%0.00%0.01%Q2 2020Q3 20216
PRIVATE TRUST CO NA 660.01%0.01%0.02%Q2 2022Q3 20236
McCarthy Asset Management, Inc. 660.01%0.02%0.02%Q4 2020Q1 20226
Lansing Street Advisors 660.01%0.01%0.01%Q1 2022Q2 20236
WealthPLAN Partners, LLC 220.00%0.01%0.05%Q2 2016Q2 20236
Atria Investments, Inc 210.01%0.02%0.03%Q2 2018Q3 20236
UBS AG 660.01%0.01%0.01%Q2 2013Q3 20146
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 660.09%0.20%0.37%Q1 2014Q2 20156
Cavalier Investments, LLC 662.11%3.21%5.27%Q4 2019Q1 20216
Johns Hopkins University 660.02%0.71%2.65%Q2 2022Q3 20236
LBMC INVESTMENT ADVISORS, LLC 660.07%0.09%0.11%Q2 2021Q3 20226
PECAUT & CO. 510.01%0.06%0.28%Q1 2022Q3 20236
Lindbrook Capital, LLC 420.00%0.13%0.21%Q1 2022Q3 20236
Granite Point Capital Management, L.P. 210.30%2.01%3.82%Q4 2019Q4 20226
Alpine Global Management, LLC 210.05%0.21%0.36%Q3 2016Q2 20236
IHT Wealth Management, LLC 660.03%0.03%0.03%Q3 2020Q4 20216
FIRST MIDWEST BANK TRUST DIVISION 660.19%0.33%0.49%Q3 2020Q4 20216
GREAT VALLEY ADVISOR GROUP, INC. 660.03%0.08%0.11%Q4 2019Q1 20216
NATIONAL PLANNING CORP 510.00%0.05%0.08%Q4 2014Q3 20176
Penserra Capital Management LLC 310.00%0.12%0.31%Q1 2018Q2 20236
Ritter Daniher Financial Advisory LLC / DE 660.00%0.00%0.00%Q2 2022Q3 20236
Larson Financial Group LLC 660.00%0.01%0.02%Q2 2022Q3 20236
Global Financial Private Capital, Inc 510.00%0.03%0.06%Q3 2017Q2 20206
Psagot Value Holdings Ltd. / (Israel) 420.00%0.08%0.33%Q1 2022Q3 20236
Certified Advisory Corp 510.01%0.01%0.01%Q2 2019Q1 20216
SouthState Corp 660.00%0.01%0.02%Q4 2021Q1 20236
Ameritas Advisory Services, LLC 310.01%0.01%0.01%Q4 2021Q3 20236
Virtu Financial LLC 110.01%0.25%0.48%Q3 2014Q3 20186
Texas Yale Capital Corp. 410.01%0.01%0.01%Q4 2020Q2 20236
Trexquant Investment LP 410.02%0.06%0.11%Q2 2020Q2 20236
Laurel Wealth Advisors LLC 660.00%0.00%0.00%Q1 2020Q2 20216
Sterling Investment Counsel, LLC 660.32%0.37%0.41%Q2 2022Q3 20236
FURE FINANCIAL CORP 420.04%0.95%2.00%Q2 2020Q4 20216
Source Financial Advisors LLC 660.36%0.41%0.44%Q4 2020Q1 20226
Ameritas Investment Company, LLC 310.02%0.03%0.06%Q1 2019Q3 20216
American Financial Network Advisory Services LLC 660.03%0.27%0.45%Q3 2017Q4 20186
GeoWealth Management, LLC 410.12%0.16%0.23%Q4 2020Q1 20225
Winch Advisory Services, LLC 410.00%0.02%0.11%Q2 2015Q4 20195
Samalin Investment Counsel, LLC 410.03%0.13%0.16%Q4 2019Q3 20235
CHILTON CAPITAL MANAGEMENT LLC 310.00%0.00%0.00%Q4 2021Q3 20235
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 210.02%1.67%4.20%Q4 2020Q3 20235
Harvest Investment Services, LLC 310.10%0.12%0.17%Q1 2019Q2 20235
COLUMBIA ADVISORY PARTNERS LLC 550.87%1.40%1.92%Q4 2021Q4 20225
PROFESSIONAL PLANNING 410.23%0.34%0.42%Q2 2020Q3 20215
Legacy Capital Wealth Partners, LLC 320.64%1.11%1.47%Q4 2020Q2 20235
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 551.29%1.42%1.55%Q3 2022Q3 20235
First Horizon Advisors, Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
Gladstone Institutional Advisory LLC 310.02%0.13%0.42%Q2 2019Q2 20235
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 410.16%0.19%0.23%Q2 2020Q3 20235
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.00%0.01%Q3 2020Q3 20235
CFS Investment Advisory Services, LLC 410.02%0.20%0.34%Q4 2020Q2 20225
Colonial Trust Co / SC 550.03%0.04%0.04%Q3 2022Q3 20235
TELEMUS CAPITAL, LLC 410.02%0.03%0.06%Q2 2022Q3 20235
Bienville Capital Management, LLC 550.26%0.38%0.47%Q3 2022Q3 20235
Sugarloaf Wealth Management, LLC 550.00%0.00%0.00%Q1 2021Q1 20225
BlueSky Wealth Advisors, LLC 550.06%0.06%0.07%Q1 2021Q1 20225
Quantitative Investment Management, LLC 310.21%0.66%1.43%Q1 2021Q3 20235
Hochman Cole Investment Advisors, Inc. 550.31%0.34%0.37%Q3 2020Q3 20215
Lighthouse Financial Advisors, Inc. 550.15%0.58%0.80%Q1 2020Q1 20215
CHURCHILL MANAGEMENT Corp 320.01%0.96%2.72%Q1 2019Q1 20215
BB&T INVESTMENT SERVICES, INC. 550.00%0.00%0.00%Q4 2016Q4 20175
AJ WEALTH STRATEGIES, LLC 550.02%0.07%0.13%Q2 2022Q2 20235
Leonard Rickey Investment Advisors P.L.L.C. 550.15%0.16%0.17%Q2 2019Q2 20205
Financial Advisors, LLC 550.06%0.07%0.07%Q3 2022Q3 20235
Wagner Wealth Management, LLC 410.00%0.01%0.01%Q2 2022Q3 20235
Regal Investment Advisors LLC 310.03%0.03%0.04%Q2 2020Q4 20215
HOWARD FINANCIAL SERVICES, LTD. 410.07%0.09%0.11%Q4 2020Q1 20225
Arcus Capital Partners, LLC 550.51%0.61%0.65%Q1 2018Q1 20195
TWO SIGMA ADVISERS, LP 320.00%0.08%0.17%Q2 2022Q3 20235
Delek Group, Ltd. 550.02%0.10%0.17%Q4 2017Q4 20185
PATHSTONE FAMILY OFFICE, LLC 210.00%0.03%0.15%Q2 2013Q3 20235
Walleye Trading LLC 330.00%0.01%0.02%Q1 2023Q3 20235
AVALON CAPITAL MANAGEMENT 410.64%0.81%1.06%Q1 2017Q3 20185
Fortis Capital Management LLC 410.28%3.89%9.68%Q4 2021Q1 20235
MONTAG A & ASSOCIATES INC 550.00%0.00%0.00%Q3 2022Q3 20235
HOLDERNESS INVESTMENTS CO 320.10%0.12%0.15%Q2 2018Q4 20195
ExodusPoint Capital Management, LP 110.03%0.20%0.43%Q2 2019Q4 20225
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 320.06%0.07%0.09%Q4 2013Q3 20155
Covington Capital Management 410.00%0.00%0.00%Q4 2020Q3 20225
Financial Gravity Asset Management, Inc. 310.00%0.10%0.36%Q1 2018Q2 20225
PEAPACK GLADSTONE FINANCIAL CORP 550.01%0.01%0.01%Q3 2022Q3 20235
BAILARD, INC. 550.01%0.01%0.02%Q4 2021Q4 20225
KINGS POINT CAPITAL MANAGEMENT 550.01%0.01%0.01%Q3 2020Q3 20215
IBEX WEALTH ADVISORS 110.00%0.37%1.60%Q4 2016Q4 20225
Beacon Financial Advisory LLC 550.10%0.12%0.13%Q1 2021Q1 20225
NOVARE CAPITAL MANAGEMENT LLC 550.07%0.10%0.18%Q3 2022Q3 20235
Jasper Ridge Partners, L.P. 550.02%0.02%0.02%Q3 2022Q3 20235
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 550.00%0.00%0.01%Q2 2014Q2 20155
FourThought Financial, LLC 550.00%0.00%0.01%Q3 2021Q3 20225
Hanson & Doremus Investment Management 550.03%0.03%0.04%Q3 2022Q3 20235
SOUTHERN CAPITAL ADVISORS, LLC 441.45%1.72%2.05%Q4 2021Q3 20224
GSA CAPITAL PARTNERS LLP 210.03%0.10%0.24%Q4 2020Q2 20234
Risk Paradigm Group, LLC 440.02%0.08%0.16%Q4 2017Q3 20184
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 440.72%0.80%0.84%Q4 2020Q3 20214
JACKSON SQUARE CAPITAL, LLC 440.03%0.04%0.04%Q4 2019Q3 20204
Neuberger Berman Group LLC 210.00%0.00%0.00%Q2 2020Q4 20224
Rice Partnership, LLC 440.03%0.03%0.03%Q4 2022Q3 20234
MATRIX PRIVATE CAPITAL GROUP LLC 440.02%0.02%0.02%Q1 2021Q4 20214
Cornerstone Advisory, LLC 310.00%0.06%0.07%Q2 2020Q4 20214
TWIN FOCUS CAPITAL PARTNERS, LLC 440.05%0.06%0.07%Q4 2022Q3 20234
MANAGED ACCOUNT ADVISORS LLC 440.00%0.00%0.00%Q3 2014Q2 20154
Gupta Wealth Management LLC 440.00%0.00%0.00%Q2 2015Q1 20164
Sharper & Granite LLC 440.58%0.68%0.78%Q4 2022Q3 20234
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 210.01%0.02%0.02%Q2 2020Q4 20224
Friedenthal Financial 213.17%3.62%4.25%Q1 2019Q1 20214
Matthew Goff Investment Advisor, LLC 310.05%1.00%3.82%Q2 2018Q4 20214
Paul John Balson 440.28%0.32%0.38%Q1 2020Q4 20204
Sterling Financial Planning, Inc. 440.12%0.15%0.23%Q4 2020Q3 20214
Apeiron RIA LLC 310.10%0.16%0.21%Q4 2021Q3 20234
Capital Investment Advisory Services, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Verition Fund Management LLC 310.00%0.01%0.02%Q4 2017Q4 20224
SHINE INVESTMENT ADVISORY SERVICES INC 440.01%0.01%0.01%Q3 2019Q2 20204
FDx Advisors, Inc. 210.01%0.02%0.02%Q2 2014Q2 20194
Shay Capital LLC 210.01%0.28%0.72%Q1 2021Q4 20214
Realta Investment Advisors 220.02%0.02%0.02%Q3 2022Q3 20234
FAS Wealth Partners, Inc. 440.01%0.01%0.01%Q4 2022Q3 20234
Phoenix Wealth Advisors 440.02%0.02%0.02%Q4 2020Q3 20214
Plante Moran Financial Advisors, LLC 310.00%0.01%0.01%Q4 2018Q3 20234
INTREPID CAPITAL MANAGEMENT INC 440.42%0.47%0.50%Q1 2020Q4 20204
U.S. Capital Wealth Advisors, LLC 310.00%0.09%0.14%Q3 2021Q4 20224
Moss Adams Wealth Advisors LLC 440.00%0.00%0.01%Q4 2022Q3 20234
FWL INVESTMENT MANAGEMENT, LLC 310.01%0.01%0.01%Q3 2022Q3 20234
Game Creek Capital, LP 110.34%2.45%4.17%Q4 2018Q3 20224
MIRABELLA FINANCIAL SERVICES LLP 220.16%1.40%3.82%Q1 2021Q1 20224
Corient Private Wealth LLC 440.02%0.02%0.02%Q4 2022Q3 20234
PARAMETRIC PORTFOLIO ASSOCIATES LLC 440.00%0.01%0.01%Q1 2021Q4 20214
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 210.20%0.28%0.34%Q3 2020Q1 20224
Blue Trust, Inc. 440.00%0.00%0.00%Q2 2022Q1 20234
Poehling Capital Management, INC. 440.13%0.29%0.48%Q1 2020Q4 20204
Anchor Investment Management, LLC 310.00%0.00%0.00%Q4 2017Q4 20234
Heartwood Wealth Management Ltd 4411.23%18.11%32.27%Q4 2015Q3 20164
Resurgent Financial Advisors LLC 440.02%0.04%0.04%Q4 2022Q3 20234
SEAVIEW INVESTMENT MANAGERS LLC 220.07%0.63%0.99%Q3 2020Q4 20214
Glovista Investments LLC 310.06%1.18%2.96%Q3 2020Q4 20214
Hudson Bay Capital Management LP 110.02%0.10%0.28%Q2 2018Q1 20234
GTS SECURITIES LLC 220.01%0.09%0.32%Q2 2023Q3 20234
Transform Wealth, LLC 310.07%0.17%0.27%Q2 2019Q3 20234
Canal Capital Management, LLC 440.07%0.21%0.62%Q4 2022Q3 20234
Allred Capital Management, LLC 210.05%0.12%0.18%Q4 2018Q1 20214
Arlington Capital Management, Inc. 448.24%9.05%9.82%Q2 2019Q1 20204
Hefty Wealth Partners 220.01%0.03%0.04%Q4 2015Q4 20174
Fulcrum Equity Management 310.12%0.16%0.18%Q2 2020Q4 20214
Leucadia National 440.00%0.00%0.01%Q4 2022Q3 20234
Renaissance Technologies 220.00%0.00%0.00%Q2 2021Q4 20224
Truvestments Capital LLC 310.01%0.01%0.04%Q3 2018Q2 20214
Bleakley Financial Group, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Q3 Asset Management 312.66%3.69%4.49%Q1 2018Q1 20194
Y.D. More Investments Ltd 440.02%0.05%0.07%Q4 2022Q3 20234
TCI Wealth Advisors, Inc. 210.00%0.03%0.09%Q4 2019Q2 20224
TWO SIGMA INVESTMENTS, LP 310.01%0.14%0.19%Q2 2022Q2 20234
SVB WEALTH LLC 440.00%0.00%0.00%Q2 2022Q1 20234
VALLEY FINANCIAL MANAGEMENT, INC. 441.18%1.91%3.38%Q3 2022Q2 20234
SP Asset Management LLC 442.90%2.99%3.06%Q4 2022Q3 20234
Financial Freedom, LLC 440.10%0.10%0.11%Q4 2022Q3 20234
DOPKINS WEALTH MANAGEMENT, LLC 440.61%0.69%0.77%Q4 2021Q3 20224
Freedom Investment Management, Inc. 210.02%0.03%0.07%Q2 2018Q2 20224
MOORE CAPITAL MANAGEMENT, LP 310.21%0.54%1.20%Q2 2021Q3 20224
Advisory Alpha, LLC 310.00%0.00%0.01%Q3 2019Q3 20204
GOFEN & GLOSSBERG LLC /IL/ 440.01%0.01%0.01%Q1 2022Q4 20224
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 310.02%0.02%0.02%Q4 2019Q4 20204
West Financial Advisors, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
AlphaStar Capital Management, LLC 310.02%0.04%0.08%Q4 2020Q1 20224
One Capital Management, LLC 440.02%0.02%0.04%Q4 2021Q3 20224
HAP Trading, LLC 110.01%0.01%0.01%Q3 2019Q2 20224
Wellington Shields Capital Management, LLC 210.03%0.12%0.28%Q3 2022Q3 20233
Y-Intercept (Hong Kong) Ltd 110.06%0.08%0.12%Q3 2021Q3 20233
JGP Global Gestao de Recursos Ltda. 330.58%0.99%1.66%Q4 2022Q2 20233
Compagnie Lombard Odier SCmA 330.00%0.00%0.00%Q3 2015Q1 20163
IPG Investment Advisors LLC 330.17%0.20%0.22%Q3 2020Q1 20213
Heritage Trust Co 330.00%0.00%0.00%Q2 2018Q4 20183
BerganKDV Wealth Management, LLC 210.00%0.01%0.01%Q1 2019Q1 20203
ALTFEST L J & CO INC 330.68%1.15%1.82%Q1 2022Q3 20223
ADIRONDACK TRUST CO 330.00%0.00%0.00%Q1 2016Q3 20163
ASSET MANAGEMENT CORP /IL/ /ADV 330.15%0.27%0.42%Q3 2022Q1 20233
HL FINANCIAL SERVICES LLC 330.01%0.01%0.01%Q3 2018Q1 20193
LYELL WEALTH MANAGEMENT, LP 330.03%0.03%0.03%Q1 2023Q3 20233
North Fourth Asset Management, LP 111.16%2.50%3.43%Q2 2020Q4 20223
PACIFIC FINANCIAL GROUP INC 330.68%0.88%1.20%Q2 2015Q4 20153
Rothschild Capital Partners, LLC 330.85%0.87%0.90%Q2 2021Q4 20213
Argentus Capital Management, LLC 210.00%0.00%0.01%Q3 2015Q3 20163
Element Wealth, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
ACCESS FINANCIAL SERVICES, INC. 330.29%0.31%0.33%Q4 2021Q2 20223
Dynamic Advisor Solutions LLC 110.00%0.09%0.23%Q3 2018Q2 20203
LIBERTY WEALTH MANAGEMENT LLC 210.00%0.03%0.09%Q2 2019Q3 20213
Regent Investment Management LLC 110.19%0.24%0.29%Q3 2013Q4 20153
EMORY UNIVERSITY 330.00%0.00%0.01%Q2 2011Q4 20113
Activest Wealth Management 210.06%0.13%0.26%Q3 2021Q2 20223
Ferguson Shapiro LLC 331.40%3.29%4.74%Q2 2020Q4 20203
V Wealth Advisors LLC 210.01%0.03%0.03%Q2 2017Q4 20213
PEAK FINANCIAL ADVISORS LLC 331.27%1.38%1.60%Q2 2022Q4 20223
FIRST FOUNDATION ADVISORS 210.01%0.01%0.01%Q4 2022Q3 20233
ARGI Investment Services, LLC 330.05%0.05%0.06%Q2 2021Q4 20213
Cresset Asset Management, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
WASHINGTON TRUST Co 330.00%0.00%0.00%Q2 2020Q4 20203
Eventide Asset Management 332.01%2.40%2.99%Q1 2020Q3 20203
JT Stratford LLC 330.39%0.47%0.55%Q2 2022Q4 20223
Dorsey Wright & Associates 330.06%0.08%0.10%Q2 2017Q4 20173
City State Bank 330.01%0.02%0.02%Q4 2021Q2 20223
Forza Wealth Management, LLC 330.50%0.53%0.54%Q1 2023Q3 20233
BREAKLINE CAPITAL LLC 334.73%5.09%5.65%Q2 2022Q4 20223
Kovitz Investment Group Partners, LLC 330.01%0.15%0.33%Q2 2022Q4 20223
Noked Israel Ltd 210.70%2.08%4.83%Q3 2022Q2 20233
Foundations Investment Advisors, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
KINGDON CAPITAL MANAGEMENT, L.L.C. 212.26%2.48%2.62%Q1 2021Q3 20233
Orion Portfolio Solutions, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
CreativeOne Wealth, LLC 210.01%0.02%0.04%Q2 2020Q4 20213
Blue Chip Partners, LLC 330.04%0.04%0.04%Q1 2023Q3 20233
McAdam, LLC 330.01%0.01%0.01%Q1 2018Q3 20183
Yarbrough Capital, LLC 330.04%0.04%0.04%Q1 2023Q3 20233
Sandy Spring Bank 330.00%0.00%0.00%Q1 2018Q3 20183
Triumph Capital Management 330.11%0.12%0.15%Q1 2022Q3 20223
American Planning Services, Inc. 330.26%1.40%3.63%Q4 2021Q2 20223
Pinnacle Private Wealth, LLC 330.43%0.46%0.52%Q4 2021Q2 20223
Wealthspire Advisors, LLC 210.01%0.01%0.01%Q4 2018Q1 20213
Missouri Trust & Investment Co 330.01%0.01%0.02%Q1 2023Q3 20233
Black Swift Group, LLC 210.30%0.98%2.23%Q1 2019Q2 20203
Flagship Private Wealth, LLC 330.02%0.03%0.03%Q4 2020Q2 20213
Engrave Wealth Partners LLC 330.09%0.09%0.09%Q2 2021Q4 20213
PFG Investments, LLC 330.06%0.06%0.06%Q1 2023Q3 20233
All Season Financial Advisors, Inc. 210.29%0.49%0.89%Q2 2021Q3 20233
Allianz Asset Management GmbH 210.00%0.00%0.00%Q2 2020Q3 20213
OPPENHEIMER ASSET MANAGEMENT INC. 330.01%0.01%0.01%Q1 2019Q3 20193
MEEDER ASSET MANAGEMENT INC 330.00%0.00%0.00%Q3 2019Q1 20203
Fullerton Fund Management Co Ltd. 330.07%0.08%0.10%Q1 2020Q3 20203
OXFORD FINANCIAL GROUP, LTD. LLC 330.02%0.02%0.02%Q1 2021Q3 20213
Principle Wealth Partners LLC 330.16%0.45%0.60%Q1 2023Q3 20233
Itau Unibanco Holding S.A. 110.01%0.10%0.19%Q4 2019Q4 20223
Southern Farm Bureau Life Insurance 210.66%1.09%1.89%Q4 2020Q4 20213
Allegiant Private Advisors, LLC 331.15%1.22%1.29%Q4 2020Q2 20213
Powell Investment Advisors, LLC 210.00%0.01%0.04%Q2 2022Q1 20233
CAPITAL MANAGEMENT ASSOCIATES /NY/ 210.80%0.92%1.11%Q3 2022Q3 20233
GAM Holding AG 330.03%0.05%0.07%Q1 2019Q3 20193
Schonfeld Strategic Advisors LLC 110.00%0.01%0.02%Q1 2022Q2 20233
Gunma Bank,Ltd. 331.33%1.71%2.26%Q1 2021Q3 20213
Dana Investment Advisors, Inc. 330.01%0.01%0.01%Q2 2019Q4 20193
Byrne Asset Management LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Magnetar Financial LLC 330.01%0.02%0.02%Q1 2022Q3 20223
Syntal Capital Partners, LLC 211.07%1.15%1.25%Q1 2014Q3 20193
Eagle Bay Advisors LLC 330.00%0.01%0.01%Q2 2021Q4 20213
CoreCap Advisors, LLC 110.00%0.00%0.01%Q4 2021Q4 20223
ALLIANCEBERNSTEIN L.P. 210.00%0.00%0.01%Q4 2018Q4 20193
Camarda Financial Advisors, LLC 210.03%0.10%0.14%Q1 2019Q3 20233
Edge Advisors, LLC 330.24%0.26%0.28%Q4 2016Q2 20173
ESG Planning DBA Harper Investing 330.45%0.48%0.51%Q1 2022Q3 20223
GREENWOOD CAPITAL ASSOCIATES LLC 210.08%0.09%0.10%Q2 2021Q3 20233
Wealth Advisors of Tampa Bay, LLC 330.19%0.19%0.21%Q1 2023Q3 20233
RATIONAL ADVISORS LLC 210.01%0.01%0.01%Q1 2010Q3 20113
Kalos Management, Inc. 330.01%0.01%0.01%Q4 2022Q2 20233
High Falls Advisors, Inc 330.01%0.01%0.01%Q4 2015Q2 20163
ICA Group Wealth Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
SPINNAKER TRUST 330.30%0.30%0.31%Q1 2016Q3 20163
Investmark Advisory Group LLC 210.00%0.18%0.27%Q4 2021Q3 20233
Clean Yield Group 110.00%0.00%0.00%Q1 2015Q4 20203
Varma Mutual Pension Insurance Co 330.15%0.34%0.70%Q1 2023Q3 20233
CULLEN/FROST BANKERS, INC. 330.00%0.00%0.00%Q1 2023Q3 20233
MENORA MIVTACHIM HOLDINGS LTD. 330.01%0.01%0.01%Q1 2023Q3 20233
Sound Income Strategies, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Aspire Private Capital, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Pinz Capital Management, LP 210.11%2.91%5.62%Q3 2020Q2 20223
Waratah Capital Advisors Ltd. 210.03%0.79%1.34%Q4 2016Q3 20213
Kabarec Financial Advisors, Ltd. 330.02%0.03%0.03%Q4 2017Q2 20183
Julex Capital Management, LLC 220.00%0.00%0.01%Q2 2019Q3 20192
Sutton Wealth Advisors Inc. 220.03%0.03%0.03%Q2 2023Q3 20232
Bay Harbor Wealth Management, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Pallas Capital Advisors LLC 220.04%0.07%0.10%Q4 2022Q1 20232
TOCQUEVILLE ASSET MANAGEMENT L.P. 220.02%0.03%0.04%Q3 2022Q4 20222
Kraft, Davis & Associates, LLC 220.08%0.08%0.08%Q2 2023Q3 20232
STRINGER ASSET MANAGEMENT, LLC 224.79%4.98%5.18%Q4 2018Q1 20192
Horizon Investments, LLC 112.56%2.94%3.31%Q2 2014Q2 20162
PineBridge Investments, L.P. 220.00%0.00%0.00%Q2 2023Q3 20232
Truadvice, LLC 220.41%0.71%1.01%Q2 2023Q3 20232
Baron Financial Group, LLC 220.36%0.38%0.41%Q3 2022Q4 20222
Winfield Associates, Inc. 220.20%0.20%0.21%Q1 2020Q2 20202
Cassady Schiller Wealth Management, LLC 220.12%0.14%0.17%Q4 2021Q1 20222
Candlestick Capital Management LP 111.76%1.91%2.06%Q4 2021Q4 20222
MASTERS CAPITAL MANAGEMENT LLC 111.27%1.46%1.65%Q4 2019Q3 20212
Objective Capital Management, LLC 220.26%0.35%0.44%Q4 2021Q1 20222
WealthStone, Inc. 220.04%1.58%3.13%Q1 2019Q2 20192
Modera Wealth Management, LLC 220.00%0.00%0.01%Q2 2023Q3 20232
WealthBridge Capital Management, LLC 220.04%0.06%0.08%Q4 2018Q1 20192
Cornerstone Wealth Group, LLC 110.85%0.88%0.90%Q4 2020Q1 20222
GREENLEAF TRUST 220.01%0.01%0.01%Q2 2022Q3 20222
Caption Management, LLC 110.08%0.32%0.56%Q4 2021Q4 20212
Stratos Wealth Advisors, LLC 110.02%0.13%0.24%Q3 2021Q2 20232
South Shore Capital Advisors 220.37%0.38%0.39%Q2 2021Q3 20212
Garrett Wealth Advisory Group, LLC 220.10%0.10%0.10%Q2 2023Q3 20232
Edgestream Partners, L.P. 220.07%0.08%0.10%Q2 2023Q3 20232
Blackstone Inc. 110.15%0.21%0.27%Q1 2019Q1 20212
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 220.02%0.04%0.07%Q1 2022Q2 20222
Lodge Hill Capital, LLC 222.50%4.33%6.16%Q2 2017Q3 20172
WINTRUST INVESTMENTS LLC 220.28%0.30%0.32%Q4 2016Q1 20172
Bristol County Savings Bank 222.45%3.08%3.71%Q3 2017Q4 20172
Mader & Shannon Wealth Management, Inc. 111.32%2.88%4.43%Q3 2019Q2 20212
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.00%0.00%0.00%Q2 2022Q3 20222
Gruss & Co., LLC 222.10%2.49%2.89%Q2 2023Q3 20232
Cartenna Capital, LP 112.47%2.92%3.37%Q4 2021Q2 20222
Seven Springs Wealth Group, LLC 220.04%0.04%0.05%Q4 2020Q1 20212
FNY Investment Advisers, LLC 110.00%0.00%0.00%Q1 2019Q3 20192
SPHERA FUNDS MANAGEMENT LTD. 221.86%2.31%2.77%Q1 2021Q2 20212
Leicht Financial Planning & Wealth Management, Inc. 220.20%0.23%0.25%Q3 2019Q4 20192
Impact Partnership Wealth, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Cinctive Capital Management LP 220.25%0.95%1.65%Q3 2022Q4 20222
EverSource Wealth Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Sandy Cove Advisors, LLC 220.02%0.02%0.02%Q4 2021Q1 20222
Life Planning Partners, Inc 220.00%0.00%0.00%Q2 2022Q3 20222
Global Wealth Management Investment Advisory, Inc. 220.01%0.01%0.01%Q2 2023Q3 20232
Octavia Wealth Advisors, LLC 220.08%0.71%1.34%Q4 2020Q1 20212
Solstein Capital, LLC 110.01%0.01%0.01%Q4 2019Q4 20192
Homrich & Berg 110.01%0.06%0.11%Q1 2018Q3 20182
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.01%Q3 2021Q3 20222
LFS ASSET MANAGEMENT 220.86%0.88%0.91%Q2 2022Q3 20222
Aptus Capital Advisors, LLC 110.00%0.00%0.00%Q1 2023Q3 20232
Jump Financial, LLC 220.02%0.02%0.03%Q2 2021Q3 20212
Grove Bank & Trust 220.00%0.00%0.00%Q4 2022Q1 20232
Northstar Advisory Group, LLC 223.70%3.74%3.78%Q1 2023Q2 20232
Heritage Financial Services, LLC 220.22%0.26%0.30%Q4 2021Q1 20222
Pinnacle Family Advisors, LLC 220.15%0.24%0.33%Q2 2023Q3 20232
WELLINGTON MANAGEMENT GROUP LLP 110.00%0.00%0.01%Q2 2022Q3 20232
HOWARD HUGHES MEDICAL INSTITUTE 226.84%12.41%17.98%Q1 2020Q2 20202
HARBOR CAPITAL ADVISORS, INC. 220.01%0.03%0.04%Q3 2023Q4 20232
Apollon Wealth Management, LLC 220.01%0.03%0.04%Q2 2023Q3 20232
DISCOVERY CAPITAL MANAGEMENT, LLC / CT 110.53%0.74%0.96%Q4 2019Q2 20202
CAROLINAS WEALTH CONSULTING LLC 220.00%0.01%0.01%Q4 2021Q1 20222
Howard Capital Management Inc. 220.35%0.99%1.63%Q2 2018Q3 20182
Eisler Capital (UK) Ltd. 110.10%0.12%0.14%Q1 2022Q1 20222
Cynosure Group, LLC 220.09%0.09%0.09%Q2 2023Q3 20232
Crawford Lake Capital Management, LLC 111.46%11.30%21.14%Q2 2022Q2 20222
Kingsview Wealth Management, LLC 220.02%0.02%0.02%Q3 2020Q4 20202
FengHe Fund Management Pte. Ltd. 110.76%0.99%1.22%Q2 2022Q4 20222
Danda Trouve Investment Management, Inc. 110.00%0.03%0.07%Q4 2019Q3 20212
CARLSON CAPITAL L P 220.06%0.14%0.21%Q4 2022Q1 20232
SILVERCREST ASSET MANAGEMENT GROUP LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Farther Finance Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Ardmore Road Asset Management LP 228.26%8.50%8.73%Q1 2022Q2 20222
Abbot Financial Management, Inc. 220.26%0.26%0.26%Q1 2022Q2 20222
Chicago Wealth Management, Inc. 226.27%6.34%6.41%Q2 2023Q3 20232
DRW Securities, LLC 110.01%0.06%0.12%Q2 2013Q2 20232
BlackRock Inc. 110.00%0.00%0.00%Q2 2013Q3 20202
Alaska Wealth Advisors 220.01%0.01%0.01%Q1 2023Q2 20232
WEALTHSOURCE PARTNERS, LLC 110.06%0.06%0.06%Q3 2018Q1 20192
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
OLD MISSION CAPITAL LLC 110.01%0.01%0.02%Q2 2021Q2 20222
WealthTrust Fairport, LLC 220.00%0.00%0.00%Q2 2013Q3 20132
Marathon Trading Investment Management LLC 110.05%0.14%0.22%Q3 2020Q1 20212
WealthPlan Investment Management, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Maven Securities LTD 110.00%0.01%0.01%Q3 2022Q2 20232
OLD NATIONAL BANCORP /IN/ 220.06%0.06%0.06%Q3 2020Q4 20202
QCM Cayman, Ltd. 110.65%1.20%1.75%Q4 2020Q4 20212
Trust Co 220.01%0.01%0.01%Q4 2018Q1 20192
Dash Acquisitions Inc. 220.30%1.20%2.09%Q4 2022Q1 20232
GUARDIAN WEALTH ADVISORS, LLC / NC 110.00%0.01%0.01%Q1 2023Q3 20232
Concourse Capital Management, LLC 223.29%3.44%3.60%Q4 2018Q1 20192
CEERA INVESTMENTS, LLC 220.11%0.12%0.12%Q2 2023Q3 20232
Castleview Partners, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Placemark Investments, Inc. 110.01%0.01%0.01%Q1 2014Q3 20142
Stadion Money Management, LLC 220.80%0.86%0.93%Q2 2018Q3 20182
DB Wealth Management Group, LLC 220.02%0.03%0.03%Q4 2020Q1 20212
55I, LLC 110.01%0.01%0.01%Q4 2021Q3 20222
Peregrine Asset Advisers, Inc. 220.25%0.27%0.28%Q1 2022Q2 20222
ADVANTAGE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.01%Q2 2016Q4 20182
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.02%0.02%0.02%Q3 2017Q4 20192
UMB Bank, n.a. 220.12%0.12%0.12%Q2 2022Q3 20222
TRUE Private Wealth Advisors 220.03%0.03%0.03%Q2 2023Q3 20232
HBK INVESTMENTS L P 220.02%0.05%0.08%Q2 2019Q3 20192
CMC Financial Group 1111.15%20.11%29.07%Q1 2019Q4 20192
People's United Financial, Inc. 220.01%0.01%0.01%Q3 2018Q4 20182
FINANCIAL CONSULATE, INC 220.11%0.11%0.12%Q2 2020Q3 20202
BDO Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Capital Investment Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Guardian Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
ASTURIAS CAPITAL LLC 114.60%4.60%4.60%Q4 2019Q4 20191
Soros Fund Management 110.35%0.35%0.35%Q4 2022Q4 20221
F3Logic, LLC 110.06%0.06%0.06%Q4 2019Q4 20191
MKP Capital Management, L.L.C. 111.38%1.38%1.38%Q4 2021Q4 20211
Destination Wealth Management 110.01%0.01%0.01%Q2 2019Q2 20191
Princeton Global Asset Management LLC 110.02%0.02%0.02%Q2 2019Q2 20191
Atomi Financial Group, Inc. 110.13%0.13%0.13%Q3 2023Q3 20231
DOWLING & YAHNKE LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Ellevest, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Independent Advisor Alliance 110.06%0.06%0.06%Q4 2019Q4 20191
PRW Wealth Management LLC 110.68%0.68%0.68%Q2 2021Q2 20211
LEVEL FOUR ADVISORY SERVICES, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Desjardins Global Asset Management Inc. 110.44%0.44%0.44%Q4 2021Q4 20211
Ballentine Partners, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
Kinloch Capital, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
AHL INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q4 2021Q4 20211
Onex Canada Asset Management Inc. 110.06%0.06%0.06%Q3 2021Q3 20211
Noked Capital LTD 110.30%0.30%0.30%Q3 2022Q3 20221
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Ariose Capital Management Ltd 112.38%2.38%2.38%Q2 2020Q2 20201
FINANCIAL LIFE ADVISORS 110.16%0.16%0.16%Q3 2019Q3 20191
Cascadia Advisory Services, LLC 110.06%0.06%0.06%Q4 2019Q4 20191
HIGHBRIDGE CAPITAL MANAGEMENT LLC 110.02%0.02%0.02%Q2 2018Q2 20181
Praesidium Investment Management Company, LLC 110.87%0.87%0.87%Q4 2022Q4 20221
STIFEL NICOLAUS & CO INC \MO\ 110.01%0.01%0.01%Q3 2013Q3 20131
Clear Creek Financial Management, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Claybrook Capital, LLC 110.17%0.17%0.17%Q4 2018Q4 20181
GRIMES & COMPANY, INC. 110.20%0.20%0.20%Q4 2022Q4 20221
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Institute for Wealth Management, LLC. 110.01%0.01%0.01%Q4 2019Q4 20191
Quent Capital, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
KNIGHT CAPITAL GROUP LLC 110.03%0.03%0.03%Q2 2013Q2 20131
PEAK6 Group LLC 110.00%0.00%0.00%Q1 2015Q1 20151
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
United Community Bank 110.72%0.72%0.72%Q3 2023Q3 20231
Oak Point Wealth Management 110.38%0.38%0.38%Q4 2017Q4 20171
VisionPoint Advisory Group, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Legal & General Group Plc 110.00%0.00%0.00%Q1 2023Q1 20231
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 110.01%0.01%0.01%Q2 2021Q2 20211
EPG Wealth Management LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Manchester Capital Management LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Graticule Asia Macro Advisors LLC 111.40%1.40%1.40%Q3 2021Q3 20211
NORTHWEST INVESTMENT COUNSELORS, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Annis Gardner Whiting Capital Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 110.04%0.04%0.04%Q2 2022Q2 20221
MANUFACTURERS LIFE INSURANCE COMPANY, THE 110.00%0.00%0.00%Q1 2015Q1 20151
Otter Creek Advisors, LLC 111.96%1.96%1.96%Q4 2019Q4 20191
Systelligence, LLC 110.50%0.50%0.50%Q2 2020Q2 20201
Interchange Capital Partners, LLC 110.14%0.14%0.14%Q4 2020Q4 20201
BUCKINGHAM STRATEGIC WEALTH, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
ADVISOR CONSULTANT NETWORK INC 110.04%0.04%0.04%Q3 2016Q3 20161
Retirement Planning Co of New England, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Nuveen Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Holocene Advisors, LP 110.16%0.16%0.16%Q2 2022Q2 20221
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Avidian Wealth Solutions, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Signify Wealth 110.15%0.15%0.15%Q4 2021Q4 20211
qPULA Trading Management LP 111.00%1.00%1.00%Q2 2022Q2 20221
SCHRODER INVESTMENT MANAGEMENT GROUP 110.00%0.00%0.00%Q3 2014Q3 20141
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 110.28%0.28%0.28%Q1 2022Q1 20221
Islet Management, LP 110.69%0.69%0.69%Q4 2018Q4 20181
DUALITY ADVISERS, LP 110.70%0.70%0.70%Q3 2020Q3 20201
SPROTT INC. 110.02%0.02%0.02%Q2 2015Q2 20151
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q4 2010Q4 20101
TSFG, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Gibraltar Capital Management, Inc. 110.42%0.42%0.42%Q4 2018Q4 20181
ProVise Management Group, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Savoie Capital LLC 110.54%0.54%0.54%Q3 2023Q3 20231
MONETA GROUP INVESTMENT ADVISORS LLC 110.00%0.00%0.00%Q1 2018Q1 20181
PRENTISS SMITH & CO INC 110.02%0.02%0.02%Q1 2018Q1 20181
TradeLink Capital LLC 118.54%8.54%8.54%Q2 2023Q2 20231
Ergoteles LLC 110.06%0.06%0.06%Q2 2023Q2 20231
Curi RMB Capital, LLC 110.54%0.54%0.54%Q3 2022Q3 20221
KCL Capital, L.P. 113.30%3.30%3.30%Q3 2019Q3 20191
Turim 21 Investimentos Ltda. 111.34%1.34%1.34%Q3 2023Q3 20231
Arete Wealth Advisors, LLC 110.16%0.16%0.16%Q4 2020Q4 20201
Baymount Management LP 1117.10%17.10%17.10%Q4 2022Q4 20221
Headlands Technologies LLC 110.15%0.15%0.15%Q1 2023Q1 20231
Coston, McIsaac & Partners 110.00%0.00%0.00%Q1 2023Q1 20231
Spectrum Management Group, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
NEXT Financial Holdings 110.04%0.04%0.04%Q1 2019Q1 20191
Columbus Hill Capital Management, L.P. 117.89%7.89%7.89%Q4 2020Q4 20201
Circle Wealth Management, LLC 110.09%0.09%0.09%Q1 2022Q1 20221
Hel Ved Capital Management Ltd 110.48%0.48%0.48%Q3 2023Q3 20231
EXENCIAL WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q1 2013Q1 20131
ANGELES WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Blue Zone Wealth Advisors, LLC 110.08%0.08%0.08%Q1 2022Q1 20221
Bartlett & Co. LLC 110.00%0.00%0.00%Q4 2023Q4 20231
HOWARD WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
OPTIMAS CAPITAL Ltd 110.94%0.94%0.94%Q4 2022Q4 20221
Hefren-Tillotson, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
Lowe Wealth Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
TruWealth Advisors, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Bristlecone Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Wellington Shields & Co., LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Confluence Wealth Services, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Capstone Triton Financial Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Westpark Management, LLC 111.87%1.87%1.87%Q4 2021Q4 20211
Lenox Wealth Advisors, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
WATER ISLAND CAPITAL LLC 110.01%0.01%0.01%Q1 2018Q1 20181
Kepos Capital LP 111.57%1.57%1.57%Q1 2022Q1 20221
Diametric Capital, LP 111.45%1.45%1.45%Q2 2020Q2 20201
Center Lake Capital Management, LLC 118.37%8.37%8.37%Q1 2022Q1 20221
CANADA PENSION PLAN INVESTMENT BOARD 110.02%0.02%0.02%Q1 2021Q1 20211
FLPUTNAM INVESTMENT MANAGEMENT CO 110.06%0.06%0.06%Q4 2022Q4 20221
Ninepoint Partners LP 111.76%1.76%1.76%Q4 2018Q4 20181
Psagot Value Holdings Ltd. 110.00%0.00%0.00%Q3 2019Q3 20191
MARINO, STRAM & ASSOCIATES LLC 110.05%0.05%0.05%Q2 2021Q2 20211
COMERICA SECURITIES INC 110.02%0.02%0.02%Q3 2018Q3 20181
Darwin Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
First Heartland Consultants, Inc. 110.01%0.01%0.01%Q2 2013Q2 20131
Oak Grove Capital LLC 110.11%0.11%0.11%Q2 2019Q2 20191
Lee Financial Co 110.01%0.01%0.01%Q3 2023Q3 20231
Armbruster Capital Management, Inc. 110.06%0.06%0.06%Q1 2022Q1 20221
SG3 Management, LLC 110.08%0.08%0.08%Q4 2021Q4 20211
FourThought Financial Partners, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Alyeska Investment Group, L.P. 110.05%0.05%0.05%Q2 2022Q2 20221
Tidal Investments LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Global Assets Advisory, LLC 110.30%0.30%0.30%Q3 2022Q3 20221
ASSETMARK, INC 110.00%0.00%0.00%Q3 2023Q3 20231
TECTONIC ADVISORS LLC 110.00%0.00%0.00%Q3 2021Q3 20211
K.J. Harrison & Partners Inc 110.18%0.18%0.18%Q3 2021Q3 20211
Safeguard Investment Advisory Group, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
MIDDLETON & CO INC/MA 110.02%0.02%0.02%Q3 2021Q3 20211
EXANE DERIVATIVES 110.08%0.08%0.08%Q2 2022Q2 20221
Fore Capital, LLC 110.53%0.53%0.53%Q3 2019Q3 20191
Family Management Corp 110.00%0.00%0.00%Q4 2022Q4 20221
WHITEBOX ADVISORS LLC 110.25%0.25%0.25%Q1 2022Q1 20221
WCG Wealth Advisors LLC 110.04%0.04%0.04%Q2 2022Q2 20221
CAPRIN ASSET MANAGEMENT LLC /ADV 110.01%0.01%0.01%Q3 2016Q3 20161
RMR Wealth Builders 110.00%0.00%0.00%Q1 2021Q1 20211
Masso Torrence Wealth Management Inc. 111.55%1.55%1.55%Q4 2021Q4 20211
COMERICA BANK 110.01%0.01%0.01%Q3 2023Q3 20231
Goldstream Capital Management Ltd 110.12%0.12%0.12%Q4 2021Q4 20211
SANDERS MORRIS HARRIS LLC 112.32%2.32%2.32%Q2 2022Q2 20221
Enterprise Trust & Investment Co 110.05%0.05%0.05%Q2 2020Q2 20201
DELTEC ASSET MANAGEMENT LLC 110.12%0.12%0.12%Q3 2022Q3 20221
THOMASPARTNERS, INC. 110.00%0.00%0.00%Q2 2013Q2 20131
WHITTIER TRUST CO 110.00%0.00%0.00%Q2 2022Q2 20221
SIX COLUMNS CAPITAL, LP 113.24%3.24%3.24%Q4 2019Q4 20191
BRANT POINT INVESTMENT MANAGEMENT LLC 110.78%0.78%0.78%Q1 2022Q1 20221
VALLEY WEALTH MANAGERS, INC. 110.25%0.25%0.25%Q3 2023Q3 20231
SOCIETE GENERALE 110.02%0.02%0.02%Q2 2016Q2 20161
LUMINUS MANAGEMENT LLC 111.74%1.74%1.74%Q3 2022Q3 20221
J2 Capital Management Inc 110.23%0.23%0.23%Q4 2021Q4 20211
Vestpro Financial Partners, Inc. dba CPF Texas 110.12%0.12%0.12%Q4 2017Q4 20171
Kistler-Tiffany Companies, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
CPR Investments Inc. 113.21%3.21%3.21%Q3 2023Q3 20231
Retireful, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
SMI Advisory Services, LLC 111.44%1.44%1.44%Q3 2023Q3 20231
Redhawk Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
CASTLEARK MANAGEMENT LLC 110.60%0.60%0.60%Q3 2022Q3 20221
KINGSWOOD WEALTH ADVISORS, LLC 110.07%0.07%0.07%Q2 2023Q2 20231
20/20 Capital Management, Inc. 110.22%0.22%0.22%Q4 2020Q4 20201
Rockbridge Investment Management, LCC 110.01%0.01%0.01%Q4 2021Q4 20211
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.01%0.01%0.01%Q2 2018Q2 20181
Westchester Capital Management, LLC 110.16%0.16%0.16%Q3 2021Q3 20211
PSI Advisors, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
SANDLER CAPITAL MANAGEMENT 112.02%2.02%2.02%Q2 2018Q2 20181
TREMBLANT CAPITAL GROUP 111.34%1.34%1.34%Q4 2020Q4 20201
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Canvas Wealth Advisors, LLC 110.18%0.18%0.18%Q1 2022Q1 20221
GAVEA INVESTIMENTOS LTDA 110.57%0.57%0.57%Q2 2020Q2 20201
XR Securities LLC 110.06%0.06%0.06%Q2 2019Q2 20191
Bayesian Capital Management, LP 110.06%0.06%0.06%Q1 2021Q1 20211
Equius Partners, Inc. 110.08%0.08%0.08%Q4 2022Q4 20221
Fusion Investment Group, LLC 110.03%0.03%0.03%Q1 2014Q1 20141
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q4 2014Q4 20141
HOLLENCREST CAPITAL MANAGEMENT 110.06%0.06%0.06%Q2 2023Q2 20231
Intrua Financial, LLC 110.15%0.15%0.15%Q3 2021Q3 20211
BLUEFIN CAPITAL MANAGEMENT, LLC 110.18%0.18%0.18%Q2 2023Q2 20231
SHEETS SMITH WEALTH MANAGEMENT 110.00%0.00%0.00%Q3 2023Q3 20231
LITTLE HOUSE CAPITAL LLC 111.02%1.02%1.02%Q1 2022Q1 20221
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 110.57%0.57%0.57%Q4 2021Q4 20211
Emerson Point Capital LP 110.67%0.67%0.67%Q1 2021Q1 20211
Banco BTG Pactual S.A. 110.18%0.18%0.18%Q2 2022Q2 20221
Kellett Wealth Advisors, LLC 110.36%0.36%0.36%Q4 2021Q4 20211
Lynwood Capital Management Inc. 111.51%1.51%1.51%Q2 2022Q2 20221
WealthShield Partners, LLC 110.10%0.10%0.10%Q1 2022Q1 20221
MWA Asset Management 110.24%0.24%0.24%Q3 2023Q3 20231
CUMBERLAND ADVISORS INC 110.68%0.68%0.68%Q2 2013Q2 20131
CIBC Private Wealth Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Moisand Fitzgerald Tamayo, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Shannon River Fund Management LLC 116.92%6.92%6.92%Q1 2021Q1 20211
Disciplined Investments, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Nicholas Investment Partners, LP 110.14%0.14%0.14%Q3 2022Q3 20221
Partnervest Advisory Services LLC 110.15%0.15%0.15%Q1 2020Q1 20201
Financial Gravity Companies, Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
Edge Capital Group, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
ARS Investment Partners, LLC 110.05%0.05%0.05%Q1 2021Q1 20211
USA FINANCIAL FORMULAS 110.95%0.95%0.95%Q2 2015Q2 20151
Laird Norton Wetherby Wealth Management, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
CAMBRIDGE TRUST CO 110.01%0.01%0.01%Q1 2022Q1 20221
SOROS CAPITAL MANAGEMENT LLC 110.03%0.03%0.03%Q2 2021Q2 20211
Burleson & Company, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
FNY Partners Fund LP 110.03%0.03%0.03%Q1 2018Q1 20181
Ashfield Capital Partners, LLC 110.03%0.03%0.03%Q3 2022Q3 20221
Truxt Investmentos Ltda. 117.10%7.10%7.10%Q1 2023Q1 20231
HABERER REGISTERED INVESTMENT ADVISOR INC 110.02%0.02%0.02%Q2 2013Q2 20131
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q3 2023Q3 20231
Crestline Management, LP 110.78%0.78%0.78%Q2 2020Q2 20201
Shearwater Capital LLC 110.22%0.22%0.22%Q4 2022Q4 20221
Security Financial Services, INC. 110.15%0.15%0.15%Q3 2022Q3 20221
Taylor Hoffman Wealth Management 110.00%0.00%0.00%Q2 2020Q2 20201
Blackhawk Capital Partners LLC. 110.66%0.66%0.66%Q2 2018Q2 20181
PFG Advisors 110.06%0.06%0.06%Q2 2020Q2 20201
Optiver Holding B.V. 110.00%0.00%0.00%Q1 2022Q1 20221
Amplius Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Point Break Capital Management, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
11 Capital Partners LP 114.28%4.28%4.28%Q1 2022Q1 20221
MANCHESTER FINANCIAL INC 110.01%0.01%0.01%Q1 2021Q1 20211
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Balentine LLC 110.01%0.01%0.01%Q4 2020Q4 20201
MYCIO WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q4 2014Q4 20141
External links

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