ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 4130.00%0.01%0.12%Q2 2013Q2 2024119
Cutler Group LLC / CA 34340.00%0.05%0.70%Q4 2015Q1 202487
Citadel Advisors 2310.00%0.01%0.07%Q1 2014Q2 202479
Parallax Volatility Advisers, L.P. 1920.00%0.00%0.04%Q4 2014Q2 202470
GOLDMAN SACHS GROUP INC 4110.00%0.03%0.16%Q1 2012Q2 202466
BANK OF AMERICA CORP /DE/ 45450.00%0.03%0.15%Q2 2013Q2 202465
WOLVERINE TRADING, LLC 1010.00%0.02%0.06%Q2 2016Q2 202465
CITIGROUP INC 45450.00%0.05%0.44%Q2 2013Q2 202464
ROYAL BANK OF CANADA 45450.00%0.01%0.03%Q2 2013Q2 202459
JANE STREET GROUP, LLC 2720.00%0.04%0.20%Q2 2014Q2 202457
UBS Group AG 39390.00%0.02%0.11%Q4 2014Q2 202456
MILLENNIUM MANAGEMENT LLC 1230.00%0.03%0.31%Q3 2014Q1 202454
HSBC HOLDINGS PLC 50500.00%0.00%0.01%Q1 2012Q2 202450
WELLS FARGO & COMPANY/MN 45450.00%0.01%0.03%Q2 2013Q2 202446
Cambridge Investment Research Advisors, Inc. 45450.02%0.05%0.16%Q2 2013Q2 202445
Main Management LLC 45450.54%1.94%3.70%Q2 2013Q2 202445
PNC FINANCIAL SERVICES GROUP, INC. 45450.00%0.00%0.00%Q2 2013Q2 202445
FIDUCIARY TRUST CO 45450.17%0.23%0.31%Q2 2013Q2 202445
MORGAN STANLEY 45450.01%0.06%0.16%Q2 2013Q2 202445
LPL Financial LLC 45450.01%0.03%0.09%Q2 2013Q2 202445
ENVESTNET ASSET MANAGEMENT INC 45450.00%0.01%0.05%Q2 2013Q2 202445
US BANCORP \DE\ 45450.00%0.00%0.00%Q2 2013Q2 202445
JPMORGAN CHASE & CO 3590.00%0.01%0.04%Q2 2013Q2 202444
BESSEMER GROUP INC 29150.00%0.00%0.00%Q2 2013Q2 202444
Janney Montgomery Scott LLC 44440.01%0.05%0.10%Q3 2013Q2 202444
CREDIT SUISSE AG/ 1460.00%0.01%0.18%Q1 2013Q1 202444
STIFEL FINANCIAL CORP 42420.00%0.01%0.03%Q1 2014Q2 202442
Financial Advantage, Inc. 42426.25%8.77%11.36%Q2 2013Q3 202342
SPC Financial, Inc. 31110.04%1.83%4.33%Q2 2013Q2 202442
Gemmer Asset Management LLC 42420.54%2.73%4.73%Q1 2014Q2 202442
RAYMOND JAMES & ASSOCIATES 3930.01%0.02%0.04%Q4 2013Q2 202442
WMS Partners, LLC 41410.04%0.14%0.32%Q2 2014Q2 202441
MCMILLION CAPITAL MANAGEMENT INC 41413.29%4.23%6.35%Q2 2013Q2 202341
Cannell & Spears LLC 41410.01%0.06%0.18%Q2 2014Q2 202441
Creative Planning 2740.00%0.00%0.01%Q2 2013Q2 202440
WBH ADVISORY INC 3460.07%0.10%0.15%Q2 2014Q2 202440
AMERIPRISE FINANCIAL INC 3210.00%0.01%0.02%Q2 2013Q2 202440
UNITED CAPITAL FINANCIAL ADVISORS, LLC 39390.00%0.02%0.11%Q4 2014Q2 202439
Raymond James Financial Services Advisors, Inc. 1740.01%0.08%0.35%Q3 2013Q2 202439
MARSHALL WACE, LLP 1510.00%0.02%0.16%Q2 2018Q2 202439
PEAK6 Investments LLC 16160.00%0.01%0.05%Q3 2020Q2 202437
BNP PARIBAS FINANCIAL MARKETS 1910.00%0.12%0.46%Q2 2015Q2 202437
BANK OF MONTREAL /CAN/ 2110.00%0.02%0.15%Q2 2013Q2 202436
Tower Research Capital LLC (TRC) 2120.00%0.18%0.98%Q4 2014Q1 202435
Migdal Insurance & Financial Holdings Ltd. 35350.10%2.21%7.05%Q4 2015Q2 202435
DUNCKER STREETT & CO INC 2590.00%0.01%0.01%Q2 2013Q4 202134
OPPENHEIMER & CO INC 34340.02%0.08%0.16%Q1 2016Q2 202434
Snowden Capital Advisors LLC 34340.03%0.10%0.24%Q1 2016Q2 202434
IFP Advisors, Inc 2040.00%0.01%0.02%Q4 2015Q2 202433
HighTower Advisors, LLC 3010.00%0.03%0.08%Q3 2014Q2 202433
Carnegie Investment Counsel 1510.01%0.03%0.08%Q2 2014Q2 202433
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3010.00%0.02%0.08%Q2 2013Q2 202433
J.P. Morgan Private Wealth Advisors LLC 31310.00%0.02%0.08%Q1 2016Q3 202331
Harel Insurance Investments & Financial Services Ltd. 3010.01%1.52%5.11%Q2 2016Q2 202431
D.A. DAVIDSON & CO. 2740.00%0.06%0.11%Q3 2016Q2 202431
NOESIS CAPITAL MANGEMENT CORP 31312.08%2.82%3.91%Q4 2016Q2 202431
Allworth Financial LP 30300.00%0.00%0.00%Q1 2017Q2 202430
BARCLAYS PLC 1640.00%0.00%0.04%Q2 2013Q2 202430
Patten Group, Inc. 2110.00%0.33%0.70%Q4 2014Q2 202430
MURPHY CAPITAL MANAGEMENT INC 30300.05%0.09%0.15%Q1 2015Q2 202230
Lido Advisors, LLC 30300.04%0.07%0.14%Q1 2017Q2 202430
Chicago Partners Investment Group LLC 30300.05%0.10%0.18%Q1 2017Q2 202430
Private Advisor Group, LLC 2310.01%0.02%0.06%Q3 2016Q2 202430
MML INVESTORS SERVICES, LLC 29290.03%0.13%0.40%Q2 2017Q2 202429
Avior Wealth Management, LLC 2170.01%0.20%1.86%Q3 2015Q2 202428
Winslow, Evans & Crocker, Inc. 2530.00%0.02%0.04%Q4 2013Q4 202028
Mathes Company, Inc. 2350.46%1.57%2.12%Q2 2017Q2 202428
EP Wealth Advisors, LLC 2170.01%0.14%2.10%Q2 2017Q2 202428
MinichMacGregor Wealth Management, LLC 1110.01%3.70%5.73%Q1 2016Q2 202428
Sigma Planning Corp 28280.02%0.12%0.29%Q3 2017Q2 202428
Bogart Wealth, LLC 28280.00%0.00%0.01%Q3 2017Q2 202428
FMR LLC 27270.00%0.00%0.00%Q4 2017Q2 202427
Transamerica Financial Advisors, Inc. 1010.00%0.01%0.06%Q2 2013Q4 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.02%0.07%Q2 2013Q4 201927
CAPTRUST FINANCIAL ADVISORS 1890.00%0.03%0.32%Q3 2017Q2 202427
BRADLEY FOSTER & SARGENT INC/CT 16110.01%0.01%0.02%Q3 2017Q2 202427
Parallel Advisors, LLC 27270.00%0.04%0.07%Q4 2017Q2 202427
Janney Capital Management LLC 1540.02%1.03%3.03%Q2 2013Q4 202027
Advisory Services Network, LLC 27270.01%0.11%0.42%Q4 2017Q2 202427
COMMONWEALTH EQUITY SERVICES, LLC 27270.00%0.03%0.07%Q4 2017Q2 202427
BANK OF NOVA SCOTIA 2010.00%0.30%1.02%Q3 2013Q2 202326
COOKSON PEIRCE & CO INC 26260.04%0.10%0.20%Q3 2015Q4 202126
LAZARD ASSET MANAGEMENT LLC 26260.00%0.00%0.01%Q1 2018Q2 202426
STEPHENS INC /AR/ 2150.01%0.09%0.42%Q4 2015Q2 202426
Intellectus Partners, LLC 2230.12%0.24%0.39%Q1 2018Q2 202425
MEITAV INVESTMENT HOUSE LTD 25250.06%1.04%3.14%Q4 2017Q4 202325
HOWE & RUSLING INC 1830.00%0.00%0.01%Q2 2013Q4 202325
BLAIR WILLIAM & CO/IL 2320.00%0.00%0.00%Q1 2018Q2 202425
Wealthcare Advisory Partners LLC 25250.06%0.11%0.20%Q2 2018Q2 202425
HARVEST CAPITAL MANAGEMENT INC 25250.74%1.19%2.52%Q2 2013Q2 201925
CenterStar Asset Management, LLC 410.00%0.27%0.76%Q3 2019Q1 202425
PARSONS CAPITAL MANAGEMENT INC/RI 25250.03%0.11%0.21%Q2 2018Q2 202425
Steward Partners Investment Advisory, LLC 25250.00%0.02%0.05%Q2 2018Q2 202425
Riggs Asset Managment Co. Inc. 2050.00%2.17%4.57%Q1 2018Q2 202425
Ayalon Insurance Comp Ltd. 24240.07%1.32%2.22%Q3 2018Q2 202424
Milestone Advisory Partners 24241.11%2.25%3.20%Q4 2017Q3 202324
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 24240.00%0.00%0.02%Q3 2018Q2 202424
RiverFront Investment Group, LLC 13110.01%0.55%1.03%Q4 2008Q3 202224
Twin Tree Management, LP 1510.01%0.17%1.28%Q1 2019Q1 202324
Ifrah Financial Services, Inc. 1240.08%0.15%0.26%Q2 2014Q4 202124
SUNTRUST BANKS INC 24240.00%0.02%0.04%Q4 2013Q3 201924
NewEdge Advisors, LLC 24240.00%0.10%0.16%Q3 2018Q2 202424
AE Wealth Management LLC 2130.00%0.02%0.06%Q1 2017Q2 202424
Well Done, LLC 2040.08%0.29%0.91%Q1 2016Q2 202424
SG Americas Securities, LLC 810.00%0.04%0.25%Q2 2013Q2 202324
SALEM INVESTMENT COUNSELORS INC 2130.01%0.03%0.05%Q3 2016Q2 202424
Archer Investment Corp 23230.01%0.01%0.02%Q4 2018Q2 202423
ALPINE WOODS CAPITAL INVESTORS, LLC 23230.06%0.17%0.29%Q4 2018Q2 202423
Gerber Kawasaki Wealth & Investment Management 1580.01%0.11%0.33%Q3 2018Q2 202423
Global Retirement Partners, LLC 13100.00%0.00%0.01%Q3 2018Q2 202423
BENJAMIN F. EDWARDS & COMPANY, INC. 2210.00%0.02%0.03%Q2 2018Q2 202423
CWM, LLC 12110.00%0.02%0.07%Q3 2018Q2 202423
Cetera Advisors LLC 23230.02%0.08%0.16%Q2 2018Q4 202323
Koshinski Asset Management, Inc. 12100.04%0.19%0.37%Q1 2016Q1 202222
BANK HAPOALIM BM 22220.13%0.94%1.54%Q1 2019Q2 202422
Haverford Trust Co 22220.00%0.00%0.01%Q1 2019Q2 202422
Bank of New York Mellon Corp 2110.00%0.00%0.00%Q3 2018Q2 202422
Goelzer Investment Management, Inc. 22220.03%0.39%0.85%Q1 2019Q2 202422
Lloyds Banking Group plc 1930.02%0.25%0.72%Q2 2013Q4 201822
Fisher Asset Management, LLC 2020.00%0.20%0.92%Q4 2018Q2 202422
LOWE BROCKENBROUGH & CO INC 22220.26%0.46%0.63%Q1 2019Q2 202422
Cetera Advisor Networks LLC 2020.01%0.04%0.11%Q2 2018Q4 202322
KCM INVESTMENT ADVISORS LLC 1710.01%0.02%0.04%Q3 2018Q2 202422
Capital Analysts, LLC 22220.00%0.03%0.12%Q1 2019Q2 202422
HUNTINGTON NATIONAL BANK 2110.00%0.00%0.00%Q4 2017Q2 202422
DAVENPORT & Co LLC 1430.00%0.01%0.01%Q3 2016Q2 202422
B. Riley Wealth Advisors, Inc. 1910.00%0.03%0.10%Q2 2014Q2 202421
HM PAYSON & CO 21210.00%0.00%0.00%Q2 2019Q2 202421
Csenge Advisory Group 1740.01%0.14%0.99%Q3 2018Q1 202421
Pflug Koory, LLC 21210.01%0.01%0.02%Q1 2019Q1 202421
FIFTH THIRD BANCORP 1920.00%0.00%0.00%Q4 2018Q2 202421
NVWM, LLC 21210.17%0.36%0.83%Q2 2019Q2 202421
AFT, FORSYTH & COMPANY, INC. 21210.22%0.60%0.81%Q2 2019Q2 202421
DEUTSCHE BANK AG\ 1560.00%0.00%0.01%Q3 2013Q3 202121
Advisors Preferred, LLC 510.01%0.14%2.15%Q4 2013Q4 202021
Mutual Advisors, LLC 1810.03%0.16%0.82%Q3 2018Q2 202421
Ledyard National Bank 20200.01%0.31%1.07%Q1 2014Q4 201820
Sunbelt Securities, Inc. 1460.01%0.14%0.41%Q2 2018Q2 202420
American Portfolios Advisors 20200.03%0.04%0.05%Q4 2017Q3 202220
Cerity Partners LLC 1910.00%0.01%0.04%Q2 2019Q2 202420
AVANTAX ADVISORY SERVICES, INC. 20200.02%0.04%0.10%Q3 2019Q2 202420
SUMITOMO MITSUI FINANCIAL GROUP, INC. 20200.02%0.28%3.32%Q3 2019Q2 202420
VALLEY NATIONAL ADVISERS INC 20200.01%0.16%0.47%Q3 2019Q2 202420
SIGNATUREFD, LLC 20200.01%0.01%0.01%Q3 2019Q2 202420
Phoenix Holdings Ltd. 20200.08%0.20%1.24%Q3 2019Q2 202420
THRIVENT FINANCIAL FOR LUTHERANS 1640.00%0.00%0.01%Q1 2019Q2 202420
MERCER GLOBAL ADVISORS INC /ADV 1910.01%0.04%0.12%Q2 2019Q2 202420
Global Financial Private Client, LLC 19190.24%1.07%2.34%Q4 2019Q2 202419
Western Wealth Management, LLC 1110.02%0.16%0.70%Q4 2018Q2 202419
Triangle Securities Wealth Management 19190.10%0.17%0.21%Q4 2019Q2 202419
Altus Wealth Management, LLC 19193.87%9.39%16.81%Q4 2019Q2 202419
Belpointe Asset Management LLC 1720.02%0.06%0.14%Q2 2019Q1 202419
First National Bank of South Miami 19190.86%1.23%1.72%Q4 2018Q2 202319
Westwind Capital 19190.12%0.42%0.51%Q4 2019Q2 202419
WJ Wealth Management, LLC 19190.16%0.55%1.20%Q4 2019Q2 202419
RAYMOND JAMES TRUST N.A. 1360.01%0.03%0.06%Q2 2019Q2 202419
Equitable Holdings, Inc. 19190.01%0.03%0.05%Q4 2019Q2 202419
CENTRAL TRUST Co 19190.00%0.00%0.00%Q4 2019Q2 202419
BROWN BROTHERS HARRIMAN & CO 920.00%0.01%0.02%Q4 2018Q2 202419
NEXT Financial Group, Inc 1410.00%0.05%0.12%Q3 2014Q4 202119
Jefferies Group LLC 1020.00%0.03%0.12%Q3 2019Q3 202219
Wellspring Financial Advisors, LLC 18180.38%2.30%4.63%Q1 2020Q2 202418
PINNACLE ASSOCIATES LTD 18180.01%0.02%0.02%Q1 2020Q2 202418
Hilltop Holdings Inc. 1710.06%0.20%0.46%Q3 2019Q2 202418
Colonial Trust Advisors 18180.04%0.08%0.16%Q1 2020Q2 202418
Clearstead Advisors, LLC 18180.01%0.03%0.06%Q1 2020Q2 202418
Perigon Wealth Management, LLC 1410.01%0.07%0.12%Q4 2018Q2 202418
Citizens National Bank Trust Department 18180.15%0.29%0.45%Q1 2020Q2 202418
WEDBUSH SECURITIES INC 1530.02%0.03%0.05%Q1 2019Q2 202418
AdvisorNet Financial, Inc 18180.00%0.00%0.01%Q2 2018Q3 202218
CHATHAM CAPITAL GROUP, INC. 18180.08%0.17%0.25%Q1 2020Q2 202418
COLONY GROUP LLC 1620.03%0.17%1.01%Q4 2015Q3 202318
CENTAURUS FINANCIAL, INC. 710.01%0.06%0.24%Q1 2018Q1 202418
OSAIC HOLDINGS, INC. 18180.02%0.04%0.08%Q1 2020Q2 202418
SIGNET FINANCIAL MANAGEMENT, LLC 430.02%0.05%0.11%Q3 2015Q1 202418
Timber Hill LLC 1610.01%9.31%50.51%Q2 2013Q1 202018
Venturi Wealth Management, LLC 18180.01%0.12%0.30%Q1 2020Q2 202418
Tempus Wealth Planning, LLC 1710.13%0.25%0.52%Q4 2019Q2 202418
ARKANSAS FINANCIAL GROUP, INC. 18180.06%0.14%0.26%Q1 2020Q2 202418
Calamos Wealth Management LLC 18180.03%0.04%0.05%Q1 2020Q2 202418
Miracle Mile Advisors, LLC 1620.01%0.51%8.74%Q2 2015Q2 202418
BB&T SECURITIES, LLC 1010.00%0.01%0.02%Q2 2013Q3 201918
OGOREK ANTHONY JOSEPH /NY/ /ADV 18180.09%1.98%7.21%Q1 2020Q2 202418
360 Financial, Inc. 1080.13%2.59%8.05%Q4 2019Q2 202418
Investors Research Corp 18180.01%0.01%0.02%Q1 2020Q2 202418
Baird Financial Group, Inc. 1310.00%0.00%0.01%Q2 2015Q2 202418
DELTA ASSET MANAGEMENT LLC/TN 1170.00%0.00%0.01%Q2 2019Q2 202418
Segment Wealth Management, LLC 1710.12%0.18%0.59%Q3 2018Q2 202418
TRUIST FINANCIAL CORP 18180.01%0.01%0.03%Q4 2019Q1 202418
Blue Fin Capital, Inc. 17170.21%0.29%0.34%Q2 2020Q2 202417
Focused Wealth Management, Inc 17170.66%0.83%1.02%Q1 2020Q1 202417
Simplicity Solutions, LLC 710.01%0.14%0.59%Q1 2015Q4 202317
Caprock Group, LLC 17170.03%0.05%0.07%Q2 2020Q2 202417
Retirement Group, LLC 1610.00%0.00%0.01%Q4 2019Q1 202417
HYMAN CHARLES D 17170.14%0.18%0.22%Q2 2020Q2 202417
Baker Avenue Asset Management, LP 820.11%0.47%1.25%Q3 2013Q2 202417
Ironwood Financial, llc 1340.03%0.05%0.07%Q3 2018Q2 202417
Summit Trail Advisors, LLC 17170.08%1.44%4.00%Q2 2020Q2 202417
HBK Sorce Advisory LLC 980.02%0.04%0.06%Q1 2020Q2 202417
KWMG, LLC 17170.53%0.64%0.72%Q2 2020Q2 202417
FUKOKU MUTUAL LIFE INSURANCE Co 17170.65%1.21%1.61%Q4 2018Q4 202217
SFMG, LLC 17170.54%3.16%4.55%Q2 2020Q2 202417
CAPITAL FUND MANAGEMENT S.A. 880.01%0.03%0.06%Q3 2022Q2 202417
VICUS CAPITAL 1310.13%0.22%0.64%Q3 2016Q2 202417
FRANKLIN RESOURCES INC 17170.00%0.00%0.02%Q2 2020Q2 202417
Cetera Investment Advisers 17170.00%0.03%0.10%Q1 2020Q1 202417
Glen Eagle Advisors, LLC 17170.01%0.01%0.03%Q2 2020Q2 202417
FOUNDERS FINANCIAL SECURITIES LLC 1210.02%0.36%1.72%Q2 2014Q2 202417
AlphaMark Advisors, LLC 17170.02%0.05%0.12%Q2 2020Q2 202417
Outlook Wealth Advisors, LLC 1110.08%0.77%3.14%Q4 2018Q2 202417
Cutter & CO Brokerage, Inc. 1610.05%0.11%0.16%Q1 2018Q2 202417
Terra Nova Asset Management LLC 1521.53%2.10%3.94%Q3 2018Q2 202417
CREATIVE FINANCIAL DESIGNS INC /ADV 17170.05%0.16%0.38%Q2 2020Q2 202417
CAHILL FINANCIAL ADVISORS INC 17170.11%0.50%1.15%Q2 2020Q2 202417
Mission Creek Capital Partners, Inc. 1060.04%0.08%0.16%Q4 2019Q2 202416
NOMURA ASSET MANAGEMENT CO LTD 970.00%0.01%0.04%Q2 2018Q4 202316
BAROMETER CAPITAL MANAGEMENT INC. 610.04%0.32%0.99%Q3 2014Q4 202316
Endurance Wealth Management, Inc. 16160.01%0.01%0.01%Q3 2019Q2 202316
Kestra Advisory Services, LLC 16160.01%0.02%0.07%Q3 2020Q2 202416
MAI Capital Management 16160.00%0.01%0.02%Q3 2020Q2 202416
PERSONAL CFO SOLUTIONS, LLC 1330.00%0.10%0.18%Q3 2019Q2 202416
SIMPLEX TRADING, LLC 510.00%0.01%0.07%Q3 2017Q2 202416
RESOURCES MANAGEMENT CORP /CT/ /ADV 16160.00%0.00%0.01%Q3 2020Q2 202416
HRT FINANCIAL LP 610.01%0.31%1.77%Q2 2015Q1 202416
J.W. COLE ADVISORS, INC. 1110.01%0.03%0.06%Q4 2019Q2 202416
SYNOVUS FINANCIAL CORP 640.00%0.01%0.02%Q1 2020Q2 202416
GPS Wealth Strategies Group, LLC 16160.38%3.10%6.93%Q3 2020Q2 202416
KESTRA PRIVATE WEALTH SERVICES, LLC 16160.02%0.05%0.08%Q3 2020Q2 202416
Northeast Financial Consultants Inc 16160.73%1.34%1.72%Q3 2020Q2 202416
Financial Advocates Investment Management 510.01%0.03%0.07%Q4 2017Q2 202416
Geneos Wealth Management Inc. 1510.00%0.08%0.40%Q2 2020Q2 202416
EDMOND DE ROTHSCHILD HOLDING S.A. 16160.00%0.01%0.02%Q2 2020Q1 202416
Voya Financial Advisors, Inc. 15150.02%0.26%0.61%Q3 2017Q1 202115
Silverleafe Capital Partners, LLC 710.17%2.42%4.65%Q4 2018Q2 202415
Qube Research & Technologies Ltd 810.00%0.08%0.31%Q4 2019Q1 202415
CIBC WORLD MARKET INC. 510.00%0.00%0.01%Q4 2015Q2 202415
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 740.00%0.01%0.02%Q4 2013Q2 202115
Sandbox Financial Partners, LLC 15150.15%0.50%1.19%Q4 2020Q2 202415
Portfolio Strategies, Inc. 15150.28%4.33%6.70%Q4 2017Q2 202115
Clark Capital Management Group, Inc. 510.03%0.26%1.05%Q3 2013Q4 202315
Advisor Group, Inc. 15150.00%0.03%0.06%Q2 2016Q4 201915
KEYBANK NATIONAL ASSOCIATION/OH 15150.00%0.00%0.00%Q4 2020Q2 202415
GLENMEDE TRUST CO NA 15150.00%0.00%0.00%Q4 2018Q2 202215
Running Point Capital Advisors, LLC 15150.04%0.06%0.08%Q4 2020Q2 202415
Annapolis Financial Services, LLC 15150.14%0.68%0.99%Q4 2020Q2 202415
Quantbot Technologies LP 1210.01%0.07%0.15%Q3 2019Q1 202415
Vontobel Holding Ltd. 15150.00%0.00%0.01%Q4 2020Q2 202415
Founders Financial Alliance, LLC 15150.02%0.03%0.04%Q3 2020Q1 202415
Madison Wealth Partners, Inc 15150.19%0.25%0.40%Q4 2020Q2 202415
MSI Financial Services Inc 15150.00%0.01%0.02%Q2 2013Q4 201615
Global Trust Asset Management, LLC 610.02%0.13%0.60%Q2 2019Q2 202415
Robertson Stephens Wealth Management, LLC 960.02%0.16%0.30%Q3 2019Q2 202415
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 710.00%0.03%0.13%Q4 2019Q1 202415
FIRST MANHATTAN CO. LLC. 15150.00%0.00%0.00%Q3 2020Q1 202415
Journey Advisory Group, LLC 15150.04%0.08%0.13%Q4 2020Q2 202415
Banque Cantonale Vaudoise 1310.01%0.01%0.03%Q4 2019Q1 202414
FundX Investment Group, LLC 910.78%2.39%5.48%Q4 2015Q4 202014
Claraphi Advisory Network, LLC 14140.09%0.25%0.44%Q2 2019Q3 202214
TWO SIGMA SECURITIES, LLC 510.00%0.09%0.61%Q1 2015Q2 202414
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1210.12%0.49%1.14%Q4 2019Q2 202414
IFG Advisory, LLC 1040.04%0.15%0.31%Q4 2018Q2 202414
FineMark National Bank & Trust 14140.01%0.02%0.03%Q3 2017Q4 202014
Clal Insurance Enterprises Holdings Ltd 911.05%2.59%4.11%Q4 2014Q1 202414
Addison Advisors LLC 1310.02%0.04%0.09%Q4 2020Q2 202414
TRUSTCORE FINANCIAL SERVICES, LLC 14140.00%0.01%0.01%Q3 2019Q4 202214
Strategic Blueprint, LLC 13130.04%0.25%0.45%Q2 2021Q2 202414
GREENWOOD GEARHART INC 14140.01%1.60%2.37%Q3 2020Q4 202314
AVIANCE CAPITAL MANAGEMENT, LLC 1130.00%0.13%0.27%Q3 2014Q1 201814
M&T BANK CORP 910.00%0.00%0.00%Q2 2015Q4 202014
Pinnacle Advisory Group, Inc. 950.04%1.14%4.09%Q2 2013Q4 201614
Rockefeller Capital Management L.P. 1220.00%0.01%0.01%Q2 2020Q2 202414
NORTHERN TRUST CORP 610.00%0.00%0.00%Q4 2020Q2 202413
West Branch Capital LLC 13130.00%0.00%0.00%Q2 2021Q2 202413
DSC Advisors, L.P. 1030.52%8.60%51.90%Q4 2012Q3 201613
Kovack Advisors, Inc. 13130.04%0.08%0.13%Q1 2019Q1 202213
Karp Capital Management Corp 13130.06%1.73%2.63%Q1 2019Q1 202213
RWA WEALTH PARTNERS, LLC 760.00%0.05%0.48%Q3 2020Q2 202413
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 13130.86%1.66%2.66%Q4 2020Q4 202313
PACIFIC SUN FINANCIAL CORP 620.18%0.38%0.48%Q2 2020Q2 202413
Elmwood Wealth Management, Inc. 710.02%0.03%0.04%Q1 2018Q4 202113
Sequoia Financial Advisors, LLC 510.00%0.01%0.03%Q2 2018Q2 202413
HARBOUR INVESTMENTS, INC. 940.02%0.05%0.11%Q1 2021Q2 202413
HHM Wealth Advisors, LLC 13130.00%0.00%0.01%Q2 2020Q2 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
BARINGS LLC 1030.07%0.37%0.85%Q3 2019Q4 202213
GTS SECURITIES LLC 550.00%0.03%0.32%Q2 2023Q2 202413
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
JTC Employer Solutions Trustee Ltd 13130.04%0.08%0.12%Q2 2021Q2 202413
HANSEATIC MANAGEMENT SERVICES INC 940.50%3.67%6.92%Q1 2020Q2 202413
PRINCETON CAPITAL MANAGEMENT LLC 13130.06%0.09%0.12%Q1 2018Q1 202113
FinTrust Capital Advisors, LLC 1110.00%0.01%0.03%Q4 2018Q4 202312
XPONANCE, INC. 660.16%3.82%8.91%Q4 2013Q4 201612
WT Wealth Management 12120.23%0.37%0.58%Q3 2019Q2 202212
Total Clarity Wealth Management, Inc. 910.01%0.60%1.12%Q4 2019Q3 202312
Virtue Capital Management, LLC 750.16%0.23%0.30%Q3 2020Q2 202412
Stratos Wealth Partners, LTD. 910.00%0.02%0.03%Q4 2017Q2 202412
Prime Capital Investment Advisors, LLC 710.00%0.01%0.02%Q4 2019Q2 202412
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 12120.33%0.73%1.17%Q3 2021Q2 202412
Squarepoint Ops LLC 710.00%0.02%0.07%Q3 2019Q1 202412
Main Management ETF Advisors, LLC 752.31%3.33%4.11%Q4 2017Q2 202412
Newbridge Financial Services Group, Inc. 12120.01%0.10%0.19%Q3 2020Q2 202312
Integrated Wealth Concepts LLC 510.01%0.03%0.08%Q4 2019Q2 202412
Carroll Financial Associates, Inc. 12120.00%0.03%0.06%Q1 2019Q4 202112
Verity Asset Management, Inc. 910.32%2.18%4.39%Q1 2014Q3 201812
Crestwood Advisors Group, LLC 840.01%0.27%0.50%Q2 2019Q2 202412
Spire Wealth Management 660.00%0.00%0.01%Q1 2021Q2 202412
Wealthfront Advisers LLC 12120.00%0.01%0.01%Q3 2021Q2 202412
Walleye Trading LLC 660.00%0.00%0.02%Q1 2023Q2 202412
Sowell Financial Services LLC 710.06%0.09%0.18%Q4 2018Q2 202412
Carmichael Hill & Associates, Inc. 12120.01%0.03%0.06%Q3 2021Q2 202412
Gradient Investments LLC 520.00%0.00%0.00%Q1 2016Q2 202412
SCOTIA CAPITAL INC. 12120.00%0.01%0.07%Q1 2019Q4 202112
FLOW TRADERS U.S. LLC 310.01%0.21%0.97%Q3 2016Q4 202312
Prospera Financial Services Inc 510.01%0.06%0.17%Q2 2017Q2 202412
Nan Shan Life Insurance Co., Ltd. 720.04%0.15%0.41%Q4 2017Q2 202412
Mariner, LLC 12120.02%0.03%0.04%Q3 2021Q2 202412
IEQ CAPITAL, LLC 660.00%0.05%0.27%Q2 2021Q2 202412
Brinker Capital Investments, LLC 12120.18%0.51%0.94%Q2 2013Q1 201612
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
FIFTH THIRD SECURITIES, INC. 510.17%0.40%0.56%Q4 2016Q2 202412
MORGAN JESS S & CO INC 12120.74%0.87%0.99%Q4 2019Q3 202212
NWAM LLC 660.02%0.26%0.53%Q2 2018Q1 202212
L & S Advisors Inc 810.05%0.35%1.42%Q2 2020Q2 202412
TD Waterhouse Canada Inc. 11110.00%0.01%0.02%Q4 2021Q2 202411
Merit Financial Group, LLC 420.02%0.07%0.19%Q3 2019Q2 202411
GUERRA PAN ADVISORS, LLC 11111.40%1.55%1.67%Q4 2021Q2 202411
United Asset Strategies, Inc. 310.05%0.63%2.27%Q2 2018Q1 202411
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 1010.00%0.00%0.00%Q4 2016Q3 201911
Bullseye Investment Management, LLC 11110.16%0.24%0.54%Q4 2021Q2 202411
Ulland Investment Advisors, LLC 11110.05%0.33%1.74%Q4 2021Q2 202411
J. Goldman & Co LP 510.02%0.16%0.59%Q1 2020Q2 202411
JFS WEALTH ADVISORS, LLC 1010.00%0.00%0.02%Q2 2019Q2 202411
Vestmark Advisory Solutions, Inc. 910.02%0.04%0.06%Q1 2019Q1 202211
PVG ASSET MANAGEMENT CORP 510.38%1.94%4.00%Q3 2017Q3 202311
SFI Advisors, LLC 11113.12%4.27%4.67%Q4 2021Q2 202411
CHARTER RESEARCH & INVESTMENT GROUP, INC. 740.19%0.22%0.24%Q3 2020Q4 202311
BROWN ADVISORY INC 710.00%0.00%0.01%Q4 2020Q1 202411
Stone Point Wealth LLC 11110.83%1.01%1.38%Q4 2021Q2 202411
Evanson Asset Management, LLC 11110.06%0.07%0.08%Q4 2021Q2 202411
NATIONAL BANK OF CANADA /FI/ 11110.00%0.00%0.01%Q4 2021Q2 202411
Genesee Capital Advisors, LLC 920.32%0.75%0.97%Q4 2018Q2 202411
Valeo Financial Advisors, LLC 620.00%0.02%0.03%Q2 2018Q2 202411
SP Asset Management 11110.08%1.56%2.71%Q1 2020Q3 202211
Financial Architects, Inc 320.00%0.01%0.02%Q2 2017Q2 202011
TUDOR INVESTMENT CORP ET AL 1010.00%0.05%0.13%Q3 2021Q2 202411
Baystate Wealth Management LLC 650.00%0.00%0.00%Q1 2018Q4 202211
First Allied Advisory Services, Inc. 610.01%0.02%0.04%Q1 2015Q3 202011
MONETARY MANAGEMENT GROUP INC 11110.02%0.06%0.12%Q4 2021Q2 202411
ADVISOR PARTNERS LLC 1010.03%0.08%0.12%Q3 2017Q2 202211
COTTONWOOD CAPITAL ADVISORS, LLC 11111.52%1.82%2.24%Q4 2021Q2 202411
Capital Asset Advisory Services LLC 1010.00%0.00%0.02%Q4 2019Q3 202211
Hudock, Inc. 11110.00%0.00%0.00%Q3 2019Q1 202211
Interval Partners, LP 610.05%1.04%2.87%Q2 2020Q4 202311
JMAC ENTERPRISES LLC 11110.59%0.70%0.84%Q4 2021Q2 202411
CX Institutional 320.00%0.13%0.24%Q2 2019Q2 202411
Nikulski Financial, Inc. 830.39%0.48%0.61%Q1 2020Q2 202411
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 11110.00%0.00%0.00%Q4 2021Q2 202411
Concert Wealth Management Inc. 650.03%0.06%0.08%Q4 2013Q3 201611
Cedar Wealth Management, LLC 11110.10%0.14%0.17%Q1 2020Q3 202211
Abound Wealth Management 10100.02%0.03%0.16%Q1 2022Q2 202410
RETIREMENT CAPITAL STRATEGIES 10100.13%1.11%2.76%Q1 2020Q2 202210
Madden Advisory Services, Inc. 710.02%0.04%0.05%Q2 2013Q1 201710
Almanack Investment Partners, LLC. 310.03%0.36%1.14%Q2 2020Q2 202410
Tyler-Stone Wealth Management 550.00%0.01%0.01%Q4 2021Q2 202410
Parker Investment Management, LLC 710.03%0.66%2.53%Q3 2018Q4 202110
Beacon Pointe Advisors, LLC 10100.02%0.03%0.04%Q1 2022Q2 202410
Accel Wealth Management 10100.00%0.01%0.01%Q4 2020Q1 202310
Versant Capital Management, Inc 10100.01%0.01%0.01%Q1 2021Q2 202310
BECK CAPITAL MANAGEMENT, LLC 910.28%2.58%4.07%Q1 2019Q4 202110
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.01%Q2 2018Q3 202010
Legacy Financial Strategies, LLC 550.08%0.18%0.60%Q4 2019Q2 202410
Purus Wealth Management, LLC 10100.12%0.21%0.28%Q1 2022Q2 202410
RB Capital Management, LLC 640.06%0.07%0.08%Q2 2021Q2 202410
NOMURA HOLDINGS INC 410.02%0.08%0.14%Q1 2019Q1 202310
BBT Capital Management, LLC 770.36%0.92%1.88%Q1 2017Q3 201810
Patriot Financial Group Insurance Agency, LLC 410.00%0.01%0.04%Q2 2017Q2 202310
PRUDENTIAL FINANCIAL INC 10100.00%0.00%0.00%Q1 2018Q2 202010
Mirae Asset Global Investments Co., Ltd. 710.01%0.03%0.06%Q2 2014Q3 202310
STRATEGIC WEALTH MANAGEMENT INC 10100.65%1.20%3.03%Q1 2013Q2 201510
CARRET ASSET MANAGEMENT, LLC 10100.03%0.04%0.05%Q1 2022Q2 202410
Laurel Wealth Advisors, Inc. 10100.03%0.05%0.08%Q2 2020Q3 202210
SOA Wealth Advisors, LLC. 10100.04%0.05%0.06%Q1 2022Q2 202410
Ionic Capital Management LLC 10100.05%0.11%0.17%Q1 2022Q2 202410
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 10102.41%3.24%4.74%Q3 2021Q4 202310
Thrive Capital Management, LLC 910.23%0.75%0.94%Q4 2021Q2 202410
MONEY CONCEPTS CAPITAL CORP 520.00%0.04%0.12%Q4 2020Q2 202410
Kore Private Wealth LLC 10100.04%0.08%0.18%Q2 2020Q3 202210
Sullivan, Bruyette, Speros & Blaney, LLC 910.01%0.01%0.02%Q3 2018Q1 202110
Federation des caisses Desjardins du Quebec 10100.01%0.01%0.03%Q1 2022Q2 202410
Corbenic Partners LLC 10100.00%0.02%0.04%Q1 2020Q2 202210
Atria Wealth Solutions, Inc. 10100.03%0.06%0.08%Q1 2022Q2 202410
Smart Portfolios, LLC 10100.07%0.24%0.42%Q2 2018Q3 202010
Argent Trust Co 620.02%0.04%0.10%Q1 2015Q3 202110
Cadent Capital Advisors, LLC 550.18%1.28%4.37%Q4 2020Q2 202410
Kesler, Norman & Wride, LLC 640.05%0.88%1.93%Q4 2020Q2 202410
Catamount Wealth Management 10100.00%0.04%0.16%Q4 2016Q1 201910
Invesco Ltd. 990.00%0.00%0.00%Q4 2021Q4 20239
NEW YORK STATE COMMON RETIREMENT FUND 810.00%0.02%0.03%Q1 2015Q2 20249
Texas Yale Capital Corp. 410.01%0.01%0.01%Q4 2020Q2 20249
Atria Investments, Inc 510.01%0.02%0.03%Q2 2018Q2 20249
FIL Ltd 810.00%0.01%0.02%Q4 2021Q1 20249
Larson Financial Group LLC 990.00%0.01%0.02%Q2 2022Q2 20249
Polaris Wealth Advisory Group, LLC 540.97%1.84%2.62%Q4 2014Q2 20199
Arkadios Wealth Advisors 810.01%0.01%0.02%Q4 2019Q2 20249
Ritter Daniher Financial Advisory LLC / DE 990.00%0.00%0.00%Q2 2022Q2 20249
Sterling Investment Counsel, LLC 990.31%0.36%0.41%Q2 2022Q2 20249
Great Diamond Partners, LLC 510.12%0.26%0.45%Q4 2019Q2 20249
USCA RIA LLC 990.07%0.13%0.18%Q2 2019Q2 20219
COMERICA SECURITIES,INC. 720.01%0.03%0.07%Q1 2019Q4 20219
PRUDENTIAL PLC 710.01%0.04%0.15%Q2 2021Q2 20249
GREAT VALLEY ADVISOR GROUP, INC. 630.03%0.06%0.11%Q4 2019Q2 20249
Brookstone Capital Management 410.00%0.04%0.14%Q3 2015Q1 20249
Lindbrook Capital, LLC 720.00%0.15%0.22%Q1 2022Q2 20249
Bison Wealth, LLC 990.00%0.01%0.01%Q4 2019Q4 20219
BENJAMIN EDWARDS INC 990.00%0.04%0.07%Q4 2020Q4 20229
Psagot Value Holdings Ltd. / (Israel) 540.00%0.12%0.55%Q1 2022Q2 20249
Advocacy Wealth Management Services, LLC 990.00%0.80%2.37%Q2 2020Q2 20229
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 990.04%0.05%0.06%Q3 2021Q3 20239
Sanford Advisory Services, LLC 990.27%0.36%0.44%Q4 2020Q4 20229
Ameritas Advisory Services, LLC 420.01%0.01%0.02%Q4 2021Q2 20249
Ellis Investment Partners, LLC 990.00%0.01%0.01%Q3 2020Q3 20229
PRIVATE TRUST CO NA 990.01%0.02%0.02%Q2 2022Q2 20249
Country Club Trust Company, n.a. 990.03%0.05%0.06%Q3 2014Q3 20169
EWG Elevate Inc. 610.03%1.81%2.88%Q4 2019Q4 20229
COMMERCE BANK 630.00%0.00%0.01%Q2 2019Q3 20219
Bruderman Asset Management, LLC 620.01%0.56%1.09%Q3 2015Q1 20208
Wealthspire Advisors, L.P. 880.00%0.00%0.00%Q2 2017Q1 20198
First Horizon Advisors, Inc. 880.00%0.00%0.00%Q3 2022Q2 20248
NOVARE CAPITAL MANAGEMENT LLC 880.07%0.10%0.18%Q3 2022Q2 20248
ROPES WEALTH ADVISORS LLC 880.01%0.01%0.01%Q1 2019Q4 20208
Fortis Capital Management LLC 410.05%2.45%9.68%Q4 2021Q2 20248
Commonwealth Equity Services, Inc 880.00%0.00%0.00%Q4 2015Q3 20178
MONTAG A & ASSOCIATES INC 880.00%0.01%0.04%Q3 2022Q2 20248
Strategic Wealth Partners, Ltd. 880.00%0.02%0.03%Q4 2017Q3 20198
Colonial Trust Co / SC 880.03%0.04%0.04%Q3 2022Q2 20248
Moors & Cabot, Inc. 710.04%0.06%0.09%Q4 2015Q1 20188
Samalin Investment Counsel, LLC 710.03%0.14%0.16%Q4 2019Q2 20248
PUBLIC SECTOR PENSION INVESTMENT BOARD 440.02%0.06%0.18%Q1 2020Q1 20238
BW Gestao de Investimentos Ltda. 610.57%5.21%11.25%Q1 2018Q3 20238
PEAPACK GLADSTONE FINANCIAL CORP 880.01%0.01%0.01%Q3 2022Q2 20248
Johns Hopkins University 880.02%0.54%2.65%Q2 2022Q1 20248
Alpine Global Management, LLC 210.05%0.23%0.54%Q3 2016Q1 20248
G2 Investment Partners Management LLC 710.95%2.96%7.77%Q1 2019Q1 20218
BREWIN DOLPHIN LTD 710.00%0.00%0.00%Q4 2018Q3 20218
Ancora Advisors LLC 880.00%0.00%0.00%Q3 2020Q2 20228
LINCOLN NATIONAL CORP 610.00%0.01%0.01%Q3 2020Q1 20248
Jasper Ridge Partners, L.P. 880.02%0.03%0.07%Q3 2022Q2 20248
Bienville Capital Management, LLC 880.26%0.43%0.88%Q3 2022Q2 20248
BALYASNY ASSET MANAGEMENT L.P. 310.00%0.02%0.07%Q3 2015Q1 20238
Cordasco Financial Network 880.02%0.03%0.04%Q3 2020Q2 20228
New Legacy Group, LLC 880.09%0.63%0.97%Q4 2021Q3 20238
Atom Investors LP 620.04%0.37%0.50%Q4 2020Q2 20238
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 410.02%1.62%4.55%Q4 2020Q2 20248
Parsec Financial Management, Inc. 710.01%0.01%0.01%Q3 2020Q1 20238
VESTOR CAPITAL, LLC 620.62%2.01%3.76%Q4 2019Q4 20218
WOLFF WIESE MAGANA LLC 880.00%0.01%0.01%Q1 2022Q4 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
Ken Stern & Associates, Inc. 880.22%0.26%0.33%Q4 2016Q3 20188
MMBG INVESTMENT ADVISORS CO. 880.04%0.08%0.26%Q4 2021Q3 20238
CHURCHILL MANAGEMENT Corp 320.01%0.71%2.72%Q1 2019Q2 20248
PRELUDE CAPITAL MANAGEMENT, LLC 520.02%0.11%0.51%Q3 2019Q4 20218
HOLDERNESS INVESTMENTS CO 320.10%0.47%1.12%Q2 2018Q2 20248
Hanson & Doremus Investment Management 880.03%0.04%0.04%Q3 2022Q2 20248
1834 INVESTMENT ADVISORS CO 420.00%0.00%0.00%Q4 2017Q3 20208
MAGNOLIA CAPITAL ADVISORS LLC 710.10%0.14%0.20%Q4 2021Q2 20248
KENFARB & CO. 880.72%0.87%0.97%Q4 2021Q3 20238
Founders Capital Management 880.02%0.03%0.06%Q4 2020Q3 20228
Carolina Wealth Advisors, LLC 880.02%0.02%0.03%Q4 2020Q3 20228
Sargent Bickham Lagudis LLC 880.00%0.01%0.01%Q1 2020Q4 20218
BAIRD ROBERT W & CO INC /WI/ 880.00%0.00%0.01%Q2 2013Q1 20158
QUADRANT CAPITAL GROUP LLC 880.00%0.00%0.00%Q4 2020Q3 20228
Torch Wealth Management LLC 410.06%0.10%0.13%Q4 2013Q4 20198
Harvest Investment Services, LLC 310.09%0.11%0.17%Q1 2019Q2 20247
Arlington Capital Management, Inc. 433.06%6.66%9.82%Q2 2019Q2 20247
FIRST NATIONAL TRUST CO 510.01%0.02%0.02%Q2 2019Q1 20227
NEW ENGLAND SECURITIES CORP /MA/ 770.00%0.01%0.02%Q2 2013Q4 20147
Plante Moran Financial Advisors, LLC 610.00%0.01%0.01%Q4 2018Q2 20247
Legacy Wealth Planning, LLC 771.02%1.15%1.45%Q1 2021Q3 20227
ELLIOTT MANAGEMENT CORP 310.18%0.39%0.69%Q1 2016Q3 20187
TWO SIGMA ADVISERS, LP 430.00%0.09%0.18%Q2 2022Q1 20247
B. Riley Wealth Management, Inc. 610.00%0.01%0.04%Q1 2014Q1 20197
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 310.01%0.02%0.02%Q2 2020Q2 20247
McGuire Investment Group, LLC 770.04%0.05%0.06%Q3 2020Q1 20227
Apeiron RIA LLC 610.10%0.21%0.29%Q4 2021Q2 20247
Rockingstone Advisors LLC 771.30%1.47%1.66%Q4 2022Q2 20247
Polar Asset Management Partners Inc. 210.01%0.37%0.56%Q2 2020Q1 20237
Eudaimonia Partners, LLC 770.22%0.35%0.52%Q4 2019Q2 20217
Leucadia National 770.00%0.01%0.04%Q4 2022Q2 20247
Blue Trust, Inc. 430.00%0.00%0.00%Q2 2022Q2 20247
Concorde Asset Management, LLC 770.23%0.55%1.04%Q1 2015Q3 20167
Charter Oak Capital Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
Beaumont Financial Partners, LLC 770.02%0.02%0.02%Q3 2020Q1 20227
Matthew Goff Investment Advisor, LLC 310.05%0.59%3.82%Q2 2018Q2 20247
FAS Wealth Partners, Inc. 770.01%0.01%0.01%Q4 2022Q2 20247
BALDWIN WEALTH PARTNERS LLC/MA 430.00%0.00%0.01%Q4 2017Q3 20237
Financial Freedom, LLC 770.10%0.11%0.12%Q4 2022Q2 20247
SP Asset Management LLC 772.90%3.06%3.28%Q4 2022Q2 20247
NIEMANN CAPITAL MANAGEMENT INC 510.32%8.44%14.58%Q3 2017Q2 20207
Virtu KCG Holdings LLC 210.00%0.02%0.07%Q1 2014Q2 20177
FWL INVESTMENT MANAGEMENT, LLC 430.01%0.01%0.01%Q3 2022Q2 20247
K2 PRINCIPAL FUND, L.P. 510.23%1.44%3.65%Q3 2019Q4 20217
WFG Advisors, LP 610.00%0.01%0.01%Q3 2013Q2 20177
CI INVESTMENTS INC. 770.00%0.01%0.01%Q1 2022Q3 20237
Corient Private Wealth LLC 770.02%0.02%0.02%Q4 2022Q2 20247
Y.D. More Investments Ltd 770.02%0.06%0.07%Q4 2022Q2 20247
Sovarnum Capital L.P. 770.64%2.08%4.41%Q1 2018Q3 20197
SeaCrest Wealth Management, LLC 310.01%0.02%0.03%Q3 2018Q3 20237
Sharper & Granite LLC 770.58%0.74%0.86%Q4 2022Q2 20247
Axiom Investment Management LLC 770.01%0.05%0.11%Q1 2019Q3 20207
WESPAC Advisors, LLC 430.19%1.08%2.27%Q4 2018Q1 20217
Capital Investment Advisory Services, LLC 770.00%0.01%0.01%Q4 2022Q2 20247
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 770.00%0.00%0.01%Q4 2021Q2 20237
Sage Mountain Advisors LLC 770.01%0.01%0.02%Q1 2021Q3 20227
Clarus Wealth Advisors 410.13%0.22%0.31%Q1 2019Q2 20227
Graves Light Lenhart Wealth, Inc. 770.00%0.00%0.00%Q4 2020Q2 20227
Opera Trading Capital 610.00%0.01%0.04%Q4 2016Q4 20187
Covenant Multifamily Offices, LLC 774.97%6.90%9.17%Q1 2020Q3 20217
Canal Capital Management, LLC 770.06%0.15%0.62%Q4 2022Q2 20247
OPPENHEIMER ASSET MANAGEMENT INC. 330.01%0.01%0.01%Q1 2019Q2 20246
One Capital Management, LLC 420.02%0.04%0.07%Q4 2021Q1 20246
Source Financial Advisors LLC 660.36%0.41%0.44%Q4 2020Q1 20226
Byrne Asset Management LLC 660.01%0.01%0.01%Q1 2023Q2 20246
Sandy Spring Bank 330.00%0.00%0.00%Q1 2018Q2 20246
ICA Group Wealth Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20246
SouthState Corp 660.00%0.01%0.02%Q4 2021Q1 20236
Virtu Financial LLC 110.01%0.25%0.48%Q3 2014Q3 20186
Cresset Asset Management, LLC 660.00%0.01%0.01%Q1 2023Q2 20246
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 661.29%1.40%1.55%Q3 2022Q4 20236
EATON VANCE MANAGEMENT 660.00%0.00%0.00%Q4 2020Q1 20226
Granite Point Capital Management, L.P. 210.30%2.01%3.82%Q4 2019Q4 20226
FIRST FOUNDATION ADVISORS 510.01%0.01%0.01%Q4 2022Q2 20246
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
FIRST MIDWEST BANK TRUST DIVISION 660.19%0.33%0.49%Q3 2020Q4 20216
Atlas Private Wealth Advisors 660.00%0.00%0.01%Q2 2020Q3 20216
GREENWOOD CAPITAL ASSOCIATES LLC 510.07%0.09%0.11%Q2 2021Q2 20246
BOOTHBAY FUND MANAGEMENT, LLC 310.01%0.07%0.36%Q1 2021Q2 20236
WealthPLAN Partners, LLC 220.00%0.01%0.05%Q2 2016Q2 20236
Wealth Advisors of Tampa Bay, LLC 660.14%0.18%0.21%Q1 2023Q2 20246
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 660.09%0.20%0.37%Q1 2014Q2 20156
American Financial Network Advisory Services LLC 660.03%0.27%0.45%Q3 2017Q4 20186
Certified Advisory Corp 510.01%0.01%0.01%Q2 2019Q1 20216
Wellington Shields Capital Management, LLC 510.03%0.08%0.28%Q3 2022Q2 20246
Investmark Advisory Group LLC 510.00%0.23%0.28%Q4 2021Q2 20246
LYELL WEALTH MANAGEMENT, LP 660.03%0.09%0.23%Q1 2023Q2 20246
IHT Wealth Management, LLC 660.03%0.03%0.03%Q3 2020Q4 20216
Realta Investment Advisors 220.02%0.02%0.02%Q3 2022Q2 20246
Aspire Private Capital, LLC 660.00%0.00%0.00%Q1 2023Q2 20246
Cavalier Investments, LLC 662.11%3.21%5.27%Q4 2019Q1 20216
PVG Asset Management 330.30%0.38%0.50%Q4 2014Q2 20166
Foundations Investment Advisors, LLC 660.01%0.01%0.03%Q1 2023Q2 20246
Ameritas Investment Company, LLC 310.02%0.03%0.06%Q1 2019Q3 20216
Element Wealth, LLC 660.02%0.02%0.02%Q1 2023Q2 20246
Blue Chip Partners, LLC 660.04%0.04%0.04%Q1 2023Q2 20246
Penserra Capital Management LLC 310.00%0.12%0.31%Q1 2018Q2 20236
LBMC INVESTMENT ADVISORS, LLC 660.07%0.09%0.11%Q2 2021Q3 20226
Yarbrough Capital, LLC 660.03%0.04%0.04%Q1 2023Q2 20246
UBS AG 660.01%0.01%0.01%Q2 2013Q3 20146
PFG Investments, LLC 660.04%0.11%0.41%Q1 2023Q2 20246
Laurel Wealth Advisors LLC 660.00%0.00%0.00%Q1 2020Q2 20216
Principle Wealth Partners LLC 660.16%0.56%0.69%Q1 2023Q2 20246
Global Financial Private Capital, Inc 510.00%0.03%0.06%Q3 2017Q2 20206
PECAUT & CO. 510.01%0.06%0.28%Q1 2022Q3 20236
FURE FINANCIAL CORP 420.04%0.95%2.00%Q2 2020Q4 20216
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 510.16%0.18%0.23%Q2 2020Q4 20236
NATIONAL PLANNING CORP 510.00%0.05%0.08%Q4 2014Q3 20176
Wagner Wealth Management, LLC 510.00%0.01%0.01%Q2 2022Q4 20236
Trexquant Investment LP 410.02%0.06%0.11%Q2 2020Q2 20236
MIRABELLA FINANCIAL SERVICES LLP 220.11%1.06%3.82%Q1 2021Q2 20246
Quantitative Investment Management, LLC 310.21%0.71%1.43%Q1 2021Q2 20246
TELEMUS CAPITAL, LLC 510.02%0.03%0.06%Q2 2022Q4 20236
Crescent Grove Advisors, LLC 660.15%0.18%0.23%Q2 2020Q3 20216
Pallas Capital Advisors LLC 320.02%0.04%0.10%Q4 2022Q2 20245
Delek Group, Ltd. 550.02%0.10%0.17%Q4 2017Q4 20185
CEERA INVESTMENTS, LLC 550.11%0.12%0.12%Q2 2023Q2 20245
Garrett Wealth Advisory Group, LLC 550.10%0.10%0.11%Q2 2023Q2 20245
AlphaStar Capital Management, LLC 310.02%0.04%0.08%Q4 2020Q4 20235
Renaissance Technologies 210.00%0.00%0.00%Q2 2021Q2 20245
HOWARD FINANCIAL SERVICES, LTD. 410.07%0.09%0.11%Q4 2020Q1 20225
CHILTON CAPITAL MANAGEMENT LLC 310.00%0.00%0.00%Q4 2021Q3 20235
Aptus Capital Advisors, LLC 410.00%0.00%0.00%Q1 2023Q2 20245
Rice Partnership, LLC 550.03%0.03%0.04%Q4 2022Q4 20235
GUARDIAN WEALTH ADVISORS, LLC / NC 410.00%0.01%0.01%Q1 2023Q2 20245
EverSource Wealth Advisors, LLC 550.00%0.00%0.00%Q2 2023Q2 20245
COLUMBIA ADVISORY PARTNERS LLC 550.87%1.40%1.92%Q4 2021Q4 20225
Gruss & Co., LLC 552.10%2.61%3.14%Q2 2023Q2 20245
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 550.00%0.00%0.01%Q2 2014Q2 20155
Gladstone Institutional Advisory LLC 310.02%0.13%0.42%Q2 2019Q2 20235
PATHSTONE FAMILY OFFICE, LLC 210.00%0.03%0.15%Q2 2013Q3 20235
Legacy Capital Wealth Partners, LLC 320.64%1.11%1.47%Q4 2020Q2 20235
Schonfeld Strategic Advisors LLC 110.00%0.02%0.07%Q1 2022Q2 20245
AJ WEALTH STRATEGIES, LLC 550.02%0.07%0.13%Q2 2022Q2 20235
BB&T INVESTMENT SERVICES, INC. 550.00%0.00%0.00%Q4 2016Q4 20175
Financial Advisors, LLC 550.06%0.07%0.07%Q3 2022Q3 20235
Financial Gravity Asset Management, Inc. 310.00%0.10%0.36%Q1 2018Q2 20225
Leonard Rickey Investment Advisors P.L.L.C. 550.15%0.16%0.17%Q2 2019Q2 20205
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
CAPITAL MANAGEMENT ASSOCIATES /NY/ 410.80%1.00%1.14%Q3 2022Q1 20245
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 210.20%0.78%2.78%Q3 2020Q1 20245
Itau Unibanco Holding S.A. 110.00%0.07%0.19%Q4 2019Q2 20245
Maven Securities LTD 310.00%0.04%0.07%Q3 2022Q2 20245
Missouri Trust & Investment Co 550.01%0.01%0.02%Q1 2023Q1 20245
Transform Wealth, LLC 320.07%0.15%0.27%Q2 2019Q4 20235
PROFESSIONAL PLANNING 410.23%0.34%0.42%Q2 2020Q3 20215
PineBridge Investments, L.P. 550.00%0.00%0.00%Q2 2023Q2 20245
Winch Advisory Services, LLC 410.00%0.02%0.11%Q2 2015Q4 20195
FourThought Financial, LLC 550.00%0.00%0.01%Q3 2021Q3 20225
Varma Mutual Pension Insurance Co 320.15%1.27%4.89%Q1 2023Q2 20245
GeoWealth Management, LLC 410.12%0.16%0.23%Q4 2020Q1 20225
Chicago Wealth Management, Inc. 556.03%6.28%6.57%Q2 2023Q2 20245
TRUE Private Wealth Advisors 550.03%0.03%0.03%Q2 2023Q2 20245
Hochman Cole Investment Advisors, Inc. 550.31%0.34%0.37%Q3 2020Q3 20215
Farther Finance Advisors, LLC 550.00%0.00%0.01%Q2 2023Q2 20245
SILVERCREST ASSET MANAGEMENT GROUP LLC 320.00%0.00%0.00%Q3 2021Q2 20245
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 320.06%0.07%0.09%Q4 2013Q3 20155
Anchor Investment Management, LLC 410.00%0.00%0.00%Q4 2017Q1 20245
HAP Trading, LLC 110.00%0.01%0.01%Q3 2019Q2 20245
Modera Wealth Management, LLC 550.00%0.00%0.01%Q2 2023Q2 20245
Bleakley Financial Group, LLC 550.01%0.01%0.02%Q4 2022Q4 20235
Lighthouse Financial Advisors, Inc. 550.15%0.58%0.80%Q1 2020Q1 20215
Regal Investment Advisors LLC 310.03%0.03%0.04%Q2 2020Q4 20215
Arcus Capital Partners, LLC 550.51%0.61%0.65%Q1 2018Q1 20195
Apollon Wealth Management, LLC 550.01%0.02%0.04%Q2 2023Q2 20245
Cynosure Group, LLC 550.06%0.07%0.09%Q2 2023Q2 20245
BAILARD, INC. 550.01%0.01%0.02%Q4 2021Q4 20225
Covington Capital Management 410.00%0.00%0.00%Q4 2020Q3 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
AVALON CAPITAL MANAGEMENT 410.64%0.81%1.06%Q1 2017Q3 20185
Beacon Financial Advisory LLC 550.10%0.12%0.13%Q1 2021Q1 20225
Resurgent Financial Advisors LLC 550.02%0.04%0.04%Q4 2022Q4 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
ExodusPoint Capital Management, LP 110.03%0.20%0.43%Q2 2019Q4 20225
Kovitz Investment Group Partners, LLC 320.00%0.09%0.33%Q2 2022Q2 20245
DOPKINS WEALTH MANAGEMENT, LLC 440.61%0.69%0.77%Q4 2021Q3 20224
Neuberger Berman Group LLC 210.00%0.00%0.00%Q2 2020Q4 20224
GSA CAPITAL PARTNERS LLP 210.03%0.10%0.24%Q4 2020Q2 20234
Heartwood Wealth Management Ltd 4411.23%18.11%32.27%Q4 2015Q3 20164
INTREPID CAPITAL MANAGEMENT INC 440.42%0.47%0.50%Q1 2020Q4 20204
Paul John Balson 440.28%0.32%0.38%Q1 2020Q4 20204
MOORE CAPITAL MANAGEMENT, LP 310.21%0.54%1.20%Q2 2021Q3 20224
U.S. Capital Wealth Advisors, LLC 310.00%0.09%0.14%Q3 2021Q4 20224
Sterling Financial Planning, Inc. 440.12%0.15%0.23%Q4 2020Q3 20214
ESG Planning DBA Harper Investing 310.45%0.48%0.51%Q1 2022Q2 20244
JACKSON SQUARE CAPITAL, LLC 440.03%0.04%0.04%Q4 2019Q3 20204
Freedom Investment Management, Inc. 210.02%0.03%0.07%Q2 2018Q2 20224
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 440.72%0.80%0.84%Q4 2020Q3 20214
Kingsview Wealth Management, LLC 220.01%0.02%0.02%Q3 2020Q1 20244
Moss Adams Wealth Advisors LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Focus Financial Network, Inc. 440.04%0.05%0.06%Q1 2021Q4 20214
PARAMETRIC PORTFOLIO ASSOCIATES LLC 440.00%0.01%0.01%Q1 2021Q4 20214
Wealthspire Advisors, LLC 210.01%0.02%0.07%Q4 2018Q2 20244
Game Creek Capital, LP 110.34%2.45%4.17%Q4 2018Q3 20224
Q3 Asset Management 312.66%3.69%4.49%Q1 2018Q1 20194
SHINE INVESTMENT ADVISORY SERVICES INC 440.01%0.01%0.01%Q3 2019Q2 20204
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 440.02%0.02%0.02%Q3 2023Q2 20244
Shay Capital LLC 210.01%0.28%0.72%Q1 2021Q4 20214
VALLEY WEALTH MANAGERS, INC. 440.25%0.27%0.28%Q3 2023Q2 20244
ASSETMARK, INC 440.00%0.00%0.00%Q3 2023Q2 20244
Manchester Capital Management LLC 440.01%0.01%0.01%Q3 2023Q2 20244
SOUTHERN CAPITAL ADVISORS, LLC 441.45%1.72%2.05%Q4 2021Q3 20224
GOFEN & GLOSSBERG LLC /IL/ 440.01%0.01%0.01%Q1 2022Q4 20224
TWIN FOCUS CAPITAL PARTNERS, LLC 440.05%0.06%0.07%Q4 2022Q3 20234
Financial Perspectives, Inc 440.01%0.01%0.01%Q3 2023Q2 20244
CAROLINAS WEALTH CONSULTING LLC 220.00%0.00%0.01%Q4 2021Q2 20244
Cornerstone Advisory, LLC 310.00%0.06%0.07%Q2 2020Q4 20214
Kraft, Davis & Associates, LLC 310.07%0.07%0.08%Q2 2023Q2 20244
Friedenthal Financial 213.17%3.62%4.25%Q1 2019Q1 20214
MWA Asset Management 440.24%0.25%0.28%Q3 2023Q2 20244
Gupta Wealth Management LLC 440.00%0.00%0.00%Q2 2015Q1 20164
TCI Wealth Advisors, Inc. 210.00%0.03%0.09%Q4 2019Q2 20224
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 310.02%0.02%0.02%Q4 2019Q4 20204
NBC SECURITIES, INC. 440.01%0.01%0.01%Q3 2023Q2 20244
MANAGED ACCOUNT ADVISORS LLC 440.00%0.00%0.00%Q3 2014Q2 20154
CIBC Private Wealth Group LLC 440.00%0.00%0.00%Q3 2023Q2 20244
Moisand Fitzgerald Tamayo, LLC 440.00%0.00%0.00%Q3 2023Q2 20244
MATRIX PRIVATE CAPITAL GROUP LLC 440.02%0.02%0.02%Q1 2021Q4 20214
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 220.01%0.02%0.07%Q1 2022Q2 20244
Allred Capital Management, LLC 210.05%0.12%0.18%Q4 2018Q1 20214
CreativeOne Wealth, LLC 210.01%0.02%0.04%Q2 2020Q2 20244
Rockbridge Investment Management, LCC 310.00%0.00%0.01%Q4 2021Q4 20234
FDx Advisors, Inc. 210.01%0.02%0.02%Q2 2014Q2 20194
Risk Paradigm Group, LLC 440.02%0.08%0.16%Q4 2017Q3 20184
Poehling Capital Management, INC. 440.13%0.29%0.48%Q1 2020Q4 20204
Verition Fund Management LLC 310.00%0.01%0.02%Q4 2017Q4 20224
COMERICA BANK 440.01%0.01%0.01%Q3 2023Q2 20244
TWO SIGMA INVESTMENTS, LP 310.01%0.14%0.19%Q2 2022Q2 20234
CoreCap Advisors, LLC 110.00%0.00%0.01%Q4 2021Q1 20244
VALLEY FINANCIAL MANAGEMENT, INC. 441.18%1.91%3.38%Q3 2022Q2 20234
Envestnet Portfolio Solutions, Inc. 440.00%0.00%0.00%Q3 2023Q2 20244
United Community Bank 440.60%0.67%0.74%Q3 2023Q2 20244
Triumph Capital Management 310.11%0.19%0.37%Q1 2022Q1 20244
Hefty Wealth Partners 220.01%0.03%0.04%Q4 2015Q4 20174
MIDDLETON & CO INC/MA 310.02%0.02%0.02%Q3 2021Q2 20244
West Financial Advisors, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
SEAVIEW INVESTMENT MANAGERS LLC 220.07%0.63%0.99%Q3 2020Q4 20214
Abbot Financial Management, Inc. 220.12%0.20%0.26%Q1 2022Q2 20244
DRW Securities, LLC 110.01%0.08%0.19%Q2 2013Q2 20244
VisionPoint Advisory Group, LLC 310.00%0.00%0.00%Q2 2023Q2 20244
Truvestments Capital LLC 310.01%0.01%0.04%Q3 2018Q2 20214
Savoie Capital LLC 440.34%0.45%0.56%Q3 2023Q2 20244
Fulcrum Equity Management 310.12%0.16%0.18%Q2 2020Q4 20214
Hudson Bay Capital Management LP 110.02%0.10%0.28%Q2 2018Q1 20234
SVB WEALTH LLC 440.00%0.00%0.00%Q2 2022Q1 20234
MENORA MIVTACHIM HOLDINGS LTD. 440.00%0.01%0.01%Q1 2023Q4 20234
Institute for Wealth Management, LLC. 310.01%0.04%0.06%Q4 2019Q2 20244
Glovista Investments LLC 310.06%1.18%2.96%Q3 2020Q4 20214
TruWealth Advisors, LLC 440.03%0.04%0.04%Q3 2023Q2 20244
Advisory Alpha, LLC 310.00%0.00%0.01%Q3 2019Q3 20204
Atomi Financial Group, Inc. 440.04%0.07%0.13%Q3 2023Q2 20244
Wellington Shields & Co., LLC 440.01%0.02%0.02%Q3 2023Q2 20244
Phoenix Wealth Advisors 440.02%0.02%0.02%Q4 2020Q3 20214
JONES FINANCIAL COMPANIES LLLP 440.00%0.00%0.00%Q3 2023Q2 20244
All Season Financial Advisors, Inc. 220.29%0.44%0.89%Q2 2021Q4 20234
Transcendent Capital Group LLC 330.13%0.44%1.07%Q4 2023Q2 20243
BARTLETT & CO. WEALTH MANAGEMENT LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Eagle Bay Advisors LLC 330.00%0.01%0.01%Q2 2021Q4 20213
SANDERS MORRIS HARRIS LLC 110.40%1.17%2.32%Q2 2022Q2 20243
Orion Portfolio Solutions, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Breed's Hill Capital LLC 330.38%0.39%0.39%Q4 2023Q2 20243
Dorsey Wright & Associates 330.06%0.08%0.10%Q2 2017Q4 20173
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 330.05%0.06%0.07%Q4 2023Q2 20243
Dynamic Advisor Solutions LLC 110.00%0.09%0.23%Q3 2018Q2 20203
Game Plan Financial Advisors, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 330.01%0.01%0.01%Q4 2023Q2 20243
PRINCIPAL SECURITIES, INC. 330.01%0.02%0.02%Q4 2023Q2 20243
KKM Financial LLC 331.50%1.74%1.91%Q4 2023Q2 20243
Syntal Capital Partners, LLC 211.07%1.15%1.25%Q1 2014Q3 20193
Magnetar Financial LLC 330.01%0.02%0.02%Q1 2022Q3 20223
Smartleaf Asset Management LLC 330.00%0.00%0.00%Q4 2023Q2 20243
RATIONAL ADVISORS LLC 210.01%0.01%0.01%Q1 2010Q3 20113
City State Bank 330.01%0.02%0.02%Q4 2021Q2 20223
Spectrum Wealth Counsel, LLC 330.67%0.89%1.29%Q4 2023Q2 20243
Sound Income Strategies, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
COWEN AND COMPANY, LLC 110.00%0.00%0.01%Q1 2024Q1 20243
Y-Intercept (Hong Kong) Ltd 110.06%0.08%0.12%Q3 2021Q3 20233
BerganKDV Wealth Management, LLC 210.00%0.01%0.01%Q1 2019Q1 20203
IPG Investment Advisors LLC 330.17%0.20%0.22%Q3 2020Q1 20213
Candlestick Capital Management LP 111.76%2.14%2.62%Q4 2021Q4 20233
Compagnie Lombard Odier SCmA 330.00%0.00%0.00%Q3 2015Q1 20163
ASSET MANAGEMENT CORP /IL/ /ADV 330.15%0.27%0.42%Q3 2022Q1 20233
Clean Yield Group 110.00%0.00%0.00%Q1 2015Q4 20203
Edgestream Partners, L.P. 330.03%0.06%0.10%Q2 2023Q4 20233
Ferguson Shapiro LLC 331.40%3.29%4.74%Q2 2020Q4 20203
Edge Advisors, LLC 330.24%0.26%0.28%Q4 2016Q2 20173
GAM Holding AG 330.03%0.05%0.07%Q1 2019Q3 20193
Fullerton Fund Management Co Ltd. 330.07%0.08%0.10%Q1 2020Q3 20203
Kathleen S. Wright Associates Inc. 330.02%0.02%0.02%Q4 2023Q2 20243
Gunma Bank,Ltd. 331.33%1.71%2.26%Q1 2021Q3 20213
Sound View Wealth Advisors Group, LLC 210.02%0.03%0.04%Q4 2022Q1 20243
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
Stratos Wealth Advisors, LLC 110.01%0.09%0.24%Q3 2021Q4 20233
Clarius Group, LLC 330.08%0.09%0.11%Q4 2023Q2 20243
SPINNAKER TRUST 330.30%0.30%0.31%Q1 2016Q3 20163
Waratah Capital Advisors Ltd. 210.03%0.79%1.34%Q4 2016Q3 20213
Apollon Financial, LLC 330.25%0.28%0.30%Q4 2023Q2 20243
BUCKINGHAM STRATEGIC WEALTH, LLC 330.00%0.00%0.00%Q3 2023Q1 20243
PEAK FINANCIAL ADVISORS LLC 331.27%1.38%1.60%Q2 2022Q4 20223
Cinctive Capital Management LP 210.02%0.64%1.65%Q3 2022Q2 20243
American Planning Services, Inc. 330.26%1.40%3.63%Q4 2021Q2 20223
Global Wealth Management Investment Advisory, Inc. 330.01%0.01%0.01%Q2 2023Q4 20233
Cerity Partners OCIO LLC 330.05%0.05%0.06%Q2 2021Q4 20213
OXFORD FINANCIAL GROUP, LTD. LLC 330.02%0.02%0.02%Q1 2021Q3 20213
Kalos Management, Inc. 330.01%0.01%0.01%Q4 2022Q2 20233
MGB Wealth Management, LLC 330.74%0.82%0.92%Q4 2023Q2 20243
FNY Investment Advisers, LLC 110.00%0.16%0.47%Q1 2019Q2 20243
Northstar Advisory Group, LLC 211.48%2.99%3.78%Q1 2023Q4 20233
Allianz Asset Management GmbH 210.00%0.00%0.00%Q2 2020Q3 20213
Pinnacle Family Advisors, LLC 330.15%0.24%0.33%Q2 2023Q4 20233
Engrave Wealth Partners LLC 330.09%0.09%0.09%Q2 2021Q4 20213
WELLINGTON MANAGEMENT GROUP LLP 110.00%0.01%0.01%Q2 2022Q2 20243
High Falls Advisors, Inc 330.01%0.01%0.01%Q4 2015Q2 20163
Impact Partnership Wealth, LLC 330.02%0.02%0.02%Q2 2023Q4 20233
Flagship Private Wealth, LLC 330.02%0.03%0.03%Q4 2020Q2 20213
Noked Israel Ltd 210.70%2.08%4.83%Q3 2022Q2 20233
LIBERTY WEALTH MANAGEMENT LLC 210.00%0.03%0.09%Q2 2019Q3 20213
BREAKLINE CAPITAL LLC 334.73%5.09%5.65%Q2 2022Q4 20223
Heritage Trust Co 330.00%0.00%0.00%Q2 2018Q4 20183
HARBOR CAPITAL ADVISORS, INC. 330.01%0.02%0.04%Q3 2023Q1 20243
KINGDON CAPITAL MANAGEMENT, L.L.C. 212.26%2.48%2.62%Q1 2021Q3 20233
Pinz Capital Management, LP 210.11%2.91%5.62%Q3 2020Q2 20223
Concurrent Investment Advisors, LLC 330.01%0.02%0.03%Q4 2023Q2 20243
GAMMA Investing LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Black Swift Group, LLC 210.30%0.98%2.23%Q1 2019Q2 20203
MEEDER ASSET MANAGEMENT INC 330.00%0.00%0.00%Q3 2019Q1 20203
V Wealth Advisors LLC 210.01%0.03%0.03%Q2 2017Q4 20213
Regent Investment Management LLC 110.19%0.24%0.29%Q3 2013Q4 20153
Activest Wealth Management 210.06%0.13%0.26%Q3 2021Q2 20223
TRITONPOINT WEALTH, LLC 330.10%0.10%0.11%Q4 2023Q2 20243
ADIRONDACK TRUST CO 330.00%0.00%0.00%Q1 2016Q3 20163
Dana Investment Advisors, Inc. 330.01%0.01%0.01%Q2 2019Q4 20193
Colony Group, LLC 330.04%0.06%0.08%Q4 2023Q2 20243
CALDWELL SUTTER CAPITAL, INC. 330.00%0.00%0.00%Q4 2023Q2 20243
Ardmore Road Asset Management LP 215.53%7.51%8.73%Q1 2022Q4 20233
Tyche Wealth Partners LLC 330.05%0.06%0.06%Q4 2023Q2 20243
JGP Global Gestao de Recursos Ltda. 330.58%0.99%1.66%Q4 2022Q2 20233
Eventide Asset Management 332.01%2.40%2.99%Q1 2020Q3 20203
WASHINGTON TRUST Co 330.00%0.00%0.00%Q2 2020Q4 20203
BlackRock Finance, Inc. 110.00%0.00%0.00%Q2 2013Q2 20243
EMORY UNIVERSITY 330.00%0.00%0.01%Q2 2011Q4 20113
Interchange Capital Partners, LLC 210.08%0.12%0.14%Q4 2020Q2 20243
Turim 21 Investimentos Ltda. 331.34%2.49%3.83%Q3 2023Q1 20243
Argentus Capital Management, LLC 210.00%0.00%0.01%Q3 2015Q3 20163
Rothschild Capital Partners, LLC 330.85%0.87%0.90%Q2 2021Q4 20213
Dupree Financial Group, LLC 330.15%0.25%0.31%Q4 2023Q2 20243
HL FINANCIAL SERVICES LLC 330.01%0.01%0.01%Q3 2018Q1 20193
Allegiant Private Advisors, LLC 331.15%1.22%1.29%Q4 2020Q2 20213
Southern Farm Bureau Life Insurance 210.66%1.09%1.89%Q4 2020Q4 20213
Powell Investment Advisors, LLC 210.00%0.01%0.04%Q2 2022Q1 20233
ACCESS FINANCIAL SERVICES, INC. 330.29%0.31%0.33%Q4 2021Q2 20223
Kabarec Financial Advisors, Ltd. 330.02%0.03%0.03%Q4 2017Q2 20183
Wealthstream Advisors, Inc. 330.11%0.11%0.12%Q4 2023Q2 20243
JT Stratford LLC 330.39%0.47%0.55%Q2 2022Q4 20223
Forza Wealth Management, LLC 330.50%0.53%0.54%Q1 2023Q3 20233
Pinnacle Private Wealth, LLC 330.43%0.46%0.52%Q4 2021Q2 20223
ALTFEST L J & CO INC 330.68%1.15%1.82%Q1 2022Q3 20223
North Fourth Asset Management, LP 111.16%2.50%3.43%Q2 2020Q4 20223
Novak & Powell Financial Services, Inc. 330.36%0.38%0.42%Q4 2023Q2 20243
Pineridge Advisors LLC 330.00%0.01%0.03%Q4 2023Q2 20243
Garde Capital, Inc. 330.01%0.01%0.02%Q4 2023Q2 20243
CULLEN/FROST BANKERS, INC. 330.00%0.00%0.00%Q1 2023Q3 20233
Arlington Trust Co LLC 330.04%0.04%0.04%Q4 2023Q2 20243
MUIRFIELD WEALTH ADVISORS LLC 330.88%0.91%0.94%Q4 2023Q2 20243
PACIFIC FINANCIAL GROUP INC 330.68%0.88%1.20%Q2 2015Q4 20153
Hel Ved Capital Management Ltd 210.17%0.32%0.48%Q3 2023Q2 20243
McAdam, LLC 330.01%0.01%0.01%Q1 2018Q3 20183
Cassady Schiller Wealth Management, LLC 220.12%0.14%0.17%Q4 2021Q1 20222
Beaumont Financial Advisors, LLC 220.02%0.02%0.02%Q4 2023Q1 20242
Tidemark, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
DRIVE WEALTH MANAGEMENT, LLC 220.06%0.06%0.06%Q1 2024Q2 20242
Danda Trouve Investment Management, Inc. 110.00%0.03%0.07%Q4 2019Q3 20212
Solstein Capital, LLC 110.01%0.01%0.01%Q4 2019Q4 20192
Life Planning Partners, Inc 220.00%0.00%0.00%Q2 2022Q3 20222
Bristol County Savings Bank 222.45%3.08%3.71%Q3 2017Q4 20172
QCM Cayman, Ltd. 110.65%1.20%1.75%Q4 2020Q4 20212
Lee Financial Co 220.01%0.01%0.01%Q3 2023Q4 20232
Trust Co 220.01%0.01%0.01%Q4 2018Q1 20192
WealthBridge Capital Management, LLC 220.04%0.06%0.08%Q4 2018Q1 20192
FengHe Fund Management Pte. Ltd. 110.76%0.99%1.22%Q2 2022Q4 20222
Bay Harbor Wealth Management, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Fortis Group Advisors, LLC 220.23%0.24%0.24%Q1 2024Q2 20242
Sutton Wealth Advisors Inc. 220.03%0.03%0.03%Q2 2023Q3 20232
HARMONY ASSET MANAGEMENT LLC 220.40%0.51%0.62%Q4 2023Q1 20242
Signal Advisors Wealth, LLC 220.09%0.16%0.22%Q4 2023Q1 20242
Dash Acquisitions Inc. 220.30%1.20%2.09%Q4 2022Q1 20232
DISCOVERY CAPITAL MANAGEMENT, LLC / CT 110.53%0.74%0.96%Q4 2019Q2 20202
Ceeto Capital Group, LLC 220.08%0.08%0.08%Q1 2024Q2 20242
GREENLEAF TRUST 220.01%0.01%0.01%Q2 2022Q3 20222
Pathstone Holdings, LLC 220.00%0.00%0.00%Q4 2023Q1 20242
Alaska Wealth Advisors 220.01%0.01%0.01%Q1 2023Q2 20232
TOCQUEVILLE ASSET MANAGEMENT L.P. 220.02%0.03%0.04%Q3 2022Q4 20222
Retirement Planning Group, LLC 220.07%0.07%0.08%Q1 2024Q2 20242
Concourse Capital Management, LLC 223.29%3.44%3.60%Q4 2018Q1 20192
OVERSEA-CHINESE BANKING Corp Ltd 220.02%0.02%0.03%Q1 2024Q2 20242
WINTRUST INVESTMENTS LLC 220.28%0.30%0.32%Q4 2016Q1 20172
Castleview Partners, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Dakota Wealth Management 220.01%0.01%0.01%Q1 2024Q2 20242
Placemark Investments, Inc. 110.01%0.01%0.01%Q1 2014Q3 20142
E&G Advisors, LP 220.13%0.14%0.14%Q1 2024Q2 20242
Stadion Money Management, LLC 220.80%0.86%0.93%Q2 2018Q3 20182
WealthPlan Investment Management, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Howard Capital Management Inc. 220.35%0.99%1.63%Q2 2018Q3 20182
Turtle Creek Wealth Advisors, LLC 220.00%0.00%0.00%Q4 2023Q1 20242
South Shore Capital Advisors 220.37%0.38%0.39%Q2 2021Q3 20212
Caption Management, LLC 110.08%0.32%0.56%Q4 2021Q4 20212
CPR Investments Inc. 222.70%2.96%3.21%Q3 2023Q4 20232
Russell Investments Group, Ltd. 220.00%0.00%0.00%Q1 2024Q2 20242
FINANCIAL CONSULATE, INC 220.11%0.11%0.12%Q2 2020Q3 20202
Empirical Asset Management, LLC 220.54%0.62%0.69%Q1 2024Q2 20242
HBK INVESTMENTS L P 220.02%0.05%0.08%Q2 2019Q3 20192
Lodge Hill Capital, LLC 222.50%4.33%6.16%Q2 2017Q3 20172
UMB Bank, n.a. 220.12%0.12%0.12%Q2 2022Q3 20222
Sandy Cove Advisors, LLC 220.02%0.02%0.02%Q4 2021Q1 20222
Biondo Investment Advisors, LLC 220.07%0.07%0.07%Q1 2024Q2 20242
MASTERS CAPITAL MANAGEMENT LLC 111.27%1.46%1.65%Q4 2019Q3 20212
CMC Financial Group 1111.15%20.11%29.07%Q1 2019Q4 20192
Horizon Investments, LLC 112.56%2.94%3.31%Q2 2014Q2 20162
Ashton Thomas Private Wealth, LLC 220.04%0.04%0.04%Q1 2024Q2 20242
DB Wealth Management Group, LLC 220.02%0.03%0.03%Q4 2020Q1 20212
SMI Advisory Services, LLC 221.29%1.36%1.44%Q3 2023Q4 20232
IMC-Chicago, LLC 110.00%0.00%0.00%Q4 2023Q2 20242
Foguth Wealth Management, LLC. 220.10%0.15%0.20%Q1 2024Q2 20242
CHOREO, LLC 220.01%0.01%0.01%Q1 2024Q2 20242
Leicht Financial Planning & Wealth Management, Inc. 220.20%0.23%0.25%Q3 2019Q4 20192
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.02%0.02%0.02%Q3 2017Q4 20192
Blackstone Inc. 110.15%0.21%0.27%Q1 2019Q1 20212
Capital CS Group, LLC 220.26%0.27%0.28%Q1 2024Q2 20242
Mader & Shannon Wealth Management, Inc. 111.32%2.88%4.43%Q3 2019Q2 20212
Marathon Trading Investment Management LLC 110.05%0.14%0.22%Q3 2020Q1 20212
Cascade Wealth Advisors, Inc 221.19%1.33%1.48%Q1 2024Q2 20242
ASPIRIANT, LLC 220.01%0.02%0.02%Q4 2023Q1 20242
Winfield Associates, Inc. 220.20%0.20%0.21%Q1 2020Q2 20202
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.00%0.00%0.00%Q2 2022Q3 20222
Julex Capital Management, LLC 220.00%0.00%0.01%Q2 2019Q3 20192
Modern Wealth Management, LLC 220.06%0.07%0.07%Q1 2024Q2 20242
Carlson Capital, L.P. 220.06%0.14%0.21%Q4 2022Q1 20232
STRINGER ASSET MANAGEMENT, LLC 224.79%4.98%5.18%Q4 2018Q1 20192
Cartenna Capital, LP 112.47%2.92%3.37%Q4 2021Q2 20222
CUSTOM INDEX SYSTEMS, LLC 220.24%0.24%0.25%Q4 2023Q1 20242
Homrich & Berg 110.01%0.06%0.11%Q1 2018Q3 20182
Bayesian Capital Management, LP 110.05%0.06%0.06%Q1 2021Q2 20242
Cornerstone Wealth Group, LLC 110.85%0.88%0.90%Q4 2020Q1 20222
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
Octavia Wealth Advisors, LLC 220.08%0.71%1.34%Q4 2020Q1 20212
55I, LLC 110.01%0.01%0.01%Q4 2021Q3 20222
OLD NATIONAL BANCORP /IN/ 220.06%0.06%0.06%Q3 2020Q4 20202
Tortoise Investment Management, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
TCV Trust & Wealth Management, Inc. 220.02%0.02%0.02%Q1 2024Q2 20242
Baron Financial Group, LLC 220.36%0.38%0.41%Q3 2022Q4 20222
Central Pacific Bank - Trust Division 220.00%0.00%0.00%Q1 2024Q2 20242
People's United Financial, Inc. 220.01%0.01%0.01%Q3 2018Q4 20182
MKP Capital Management, L.L.C. 110.69%1.03%1.38%Q4 2021Q2 20242
WealthStone, Inc. 220.04%1.58%3.13%Q1 2019Q2 20192
Coppell Advisory Solutions LLC 110.02%0.03%0.04%Q4 2023Q2 20242
Objective Capital Management, LLC 220.26%0.35%0.44%Q4 2021Q1 20222
TSFG, LLC 220.00%0.00%0.00%Q3 2023Q4 20232
Seven Springs Wealth Group, LLC 220.04%0.04%0.05%Q4 2020Q1 20212
Hobbs Group Advisors, LLC 110.01%0.05%0.10%Q4 2023Q2 20242
WEALTHSOURCE PARTNERS, LLC 110.06%0.06%0.06%Q3 2018Q1 20192
BRIGHTON JONES LLC 220.01%0.01%0.01%Q1 2024Q2 20242
KWB Wealth 220.11%0.11%0.11%Q1 2024Q2 20242
SPHERA FUNDS MANAGEMENT LTD. 221.86%2.31%2.77%Q1 2021Q2 20212
Crestline Management, LP 110.51%0.64%0.78%Q2 2020Q2 20242
Heritage Financial Services, LLC 220.22%0.26%0.30%Q4 2021Q1 20222
HB Wealth Management, LLC 220.01%0.01%0.01%Q1 2024Q2 20242
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
GRIMES & COMPANY, INC. 110.01%0.10%0.20%Q4 2022Q4 20232
Truadvice, LLC 220.41%0.71%1.01%Q2 2023Q3 20232
Tidal Investments LLC 110.00%0.02%0.03%Q4 2021Q2 20242
Jump Financial, LLC 220.02%0.02%0.03%Q2 2021Q3 20212
Birchcreek Wealth Management, LLC 220.11%0.11%0.12%Q1 2024Q2 20242
D. E. Shaw & Co., Inc. 220.00%0.00%0.00%Q4 2023Q1 20242
Crawford Lake Capital Management, LLC 111.46%11.30%21.14%Q2 2022Q2 20222
OLD MISSION CAPITAL LLC 110.01%0.01%0.02%Q2 2021Q2 20222
ADVANTAGE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.01%Q2 2016Q4 20182
HOWARD HUGHES MEDICAL INSTITUTE 226.84%12.41%17.98%Q1 2020Q2 20202
Peregrine Asset Advisers, Inc. 220.25%0.27%0.28%Q1 2022Q2 20222
Grove Bank & Trust 220.00%0.00%0.00%Q4 2022Q1 20232
MATHER GROUP, LLC. 220.00%0.00%0.00%Q1 2024Q2 20242
WHITTIER TRUST CO 110.00%0.00%0.00%Q2 2022Q2 20242
Headlands Technologies LLC 110.01%0.08%0.15%Q1 2023Q2 20242
Eisler Capital (UK) Ltd. 110.10%0.12%0.14%Q1 2022Q1 20222
Sequent Planning LLC 220.13%0.14%0.15%Q1 2024Q2 20242
Bright Futures Wealth Management, LLC. 220.16%0.16%0.16%Q1 2024Q2 20242
WealthTrust Fairport, LLC 220.00%0.00%0.00%Q2 2013Q3 20132
Kistler-Tiffany Companies, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
KCL Capital, L.P. 113.30%3.30%3.30%Q3 2019Q3 20191
Retirement Planning Co of New England, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Balboa Wealth Partners 110.08%0.08%0.08%Q2 2024Q2 20241
Circle Wealth Management, LLC 110.09%0.09%0.09%Q1 2022Q1 20221
SCHRODER INVESTMENT MANAGEMENT GROUP 110.00%0.00%0.00%Q3 2014Q3 20141
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
KINGSWOOD WEALTH ADVISORS, LLC 110.07%0.07%0.07%Q2 2023Q2 20231
SANDLER CAPITAL MANAGEMENT 112.02%2.02%2.02%Q2 2018Q2 20181
TREMBLANT CAPITAL GROUP 111.34%1.34%1.34%Q4 2020Q4 20201
Canvas Wealth Advisors, LLC 110.18%0.18%0.18%Q1 2022Q1 20221
Graham Capital Management, L.P. 110.05%0.05%0.05%Q2 2024Q2 20241
XR Securities LLC 110.06%0.06%0.06%Q2 2019Q2 20191
Fusion Investment Group, LLC 110.03%0.03%0.03%Q1 2014Q1 20141
TradeLink Capital LLC 118.54%8.54%8.54%Q2 2023Q2 20231
Hefren-Tillotson, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
Tennessee Valley Asset Management Partners 110.14%0.14%0.14%Q2 2024Q2 20241
Lowe Wealth Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Baymount Management LP 1117.10%17.10%17.10%Q4 2022Q4 20221
Coston, McIsaac & Partners 110.00%0.00%0.00%Q1 2023Q1 20231
PRW Wealth Management LLC 110.68%0.68%0.68%Q2 2021Q2 20211
Price Capital Management, Inc. 119.97%9.97%9.97%Q4 2023Q4 20231
AHL INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q4 2021Q4 20211
Bristlecone Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Rathbones Group PLC 110.01%0.01%0.01%Q2 2024Q2 20241
20/20 Capital Management, Inc. 110.22%0.22%0.22%Q4 2020Q4 20201
Bartlett & Co. LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Essex Savings Bank 110.06%0.06%0.06%Q2 2024Q2 20241
Arete Wealth Advisors, LLC 110.16%0.16%0.16%Q4 2020Q4 20201
Ninepoint Partners LP 111.76%1.76%1.76%Q4 2018Q4 20181
Oak Grove Capital LLC 110.11%0.11%0.11%Q2 2019Q2 20191
Amplius Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
COMERICA SECURITIES INC 110.02%0.02%0.02%Q3 2018Q3 20181
WHITEBOX ADVISORS LLC 110.25%0.25%0.25%Q1 2022Q1 20221
Masso Torrence Wealth Management Inc. 111.55%1.55%1.55%Q4 2021Q4 20211
WEBSTER BANK, N. A. 110.00%0.00%0.00%Q2 2024Q2 20241
Triad Wealth Partners, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
STATE OF WISCONSIN INVESTMENT BOARD 110.03%0.03%0.03%Q4 2023Q4 20231
Psagot Value Holdings Ltd. 110.00%0.00%0.00%Q3 2019Q3 20191
Walleye Capital LLC 110.04%0.04%0.04%Q2 2024Q2 20241
Lenox Wealth Advisors, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Capstone Triton Financial Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Safeguard Investment Advisory Group, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
First Heartland Consultants, Inc. 110.01%0.01%0.01%Q2 2013Q2 20131
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
PSI Advisors, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
FLPUTNAM INVESTMENT MANAGEMENT CO 110.06%0.06%0.06%Q4 2022Q4 20221
SUMMIT SECURITIES GROUP LLC 110.00%0.00%0.00%Q4 2023Q4 20231
PEAK6 Group LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Gillson Capital LP 111.49%1.49%1.49%Q2 2024Q2 20241
Darwin Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
11 Capital Partners LP 114.28%4.28%4.28%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
DELTEC ASSET MANAGEMENT LLC 110.12%0.12%0.12%Q3 2022Q3 20221
QUATTRO FINANCIAL ADVISORS LLC 110.77%0.77%0.77%Q2 2024Q2 20241
SIX COLUMNS CAPITAL, LP 113.24%3.24%3.24%Q4 2019Q4 20191
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
RMR Wealth Builders 110.00%0.00%0.00%Q1 2021Q1 20211
Vestpro Financial Partners, Inc. dba CPF Texas 110.12%0.12%0.12%Q4 2017Q4 20171
Praesidium Investment Management Company, LLC 110.87%0.87%0.87%Q4 2022Q4 20221
Pathway Financial Advisers, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Enterprise Trust & Investment Co 110.05%0.05%0.05%Q2 2020Q2 20201
THOMASPARTNERS, INC. 110.00%0.00%0.00%Q2 2013Q2 20131
SOCIETE GENERALE 110.02%0.02%0.02%Q2 2016Q2 20161
LUMINUS MANAGEMENT LLC 111.74%1.74%1.74%Q3 2022Q3 20221
Able Wealth Management LLC 110.02%0.02%0.02%Q4 2023Q4 20231
TOWNSQUARE CAPITAL LLC 110.01%0.01%0.01%Q2 2024Q2 20241
WealthShield Partners, LLC 110.10%0.10%0.10%Q1 2022Q1 20221
J2 Capital Management Inc 110.23%0.23%0.23%Q4 2021Q4 20211
POM Investment Strategies, LLC 110.02%0.02%0.02%Q2 2024Q2 20241
NorthCrest Asset Manangement, LLC 110.01%0.01%0.01%Q1 2024Q1 20241
Westchester Capital Management, LLC 110.16%0.16%0.16%Q3 2021Q3 20211
Retireful, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
WCG Wealth Advisors LLC 110.04%0.04%0.04%Q2 2022Q2 20221
CASTLEARK MANAGEMENT LLC 110.60%0.60%0.60%Q3 2022Q3 20221
BTG Pactual Asset Management US LLC 110.04%0.04%0.04%Q2 2024Q2 20241
HIGHBRIDGE CAPITAL MANAGEMENT LLC 110.02%0.02%0.02%Q2 2018Q2 20181
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.01%0.01%0.01%Q2 2018Q2 20181
Point Break Capital Management, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
FIFTH LANE CAPITAL, LP 110.34%0.34%0.34%Q2 2024Q2 20241
Quent Capital, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Leeward Financial Partners, LLC 110.11%0.11%0.11%Q4 2023Q4 20231
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Edge Capital Group, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
TD PRIVATE CLIENT WEALTH LLC 110.00%0.00%0.00%Q1 2022Q1 20221
LifeSteps Financial, Inc. 110.00%0.00%0.00%Q1 2024Q1 20241
WADE G W & INC 110.01%0.01%0.01%Q4 2023Q4 20231
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Capital Investment Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Precision Wealth Strategies, LLC 110.21%0.21%0.21%Q4 2023Q4 20231
ASTURIAS CAPITAL LLC 114.60%4.60%4.60%Q4 2019Q4 20191
Soros Fund Management 110.35%0.35%0.35%Q4 2022Q4 20221
DAVIS R M INC 110.01%0.01%0.01%Q2 2024Q2 20241
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 110.04%0.04%0.04%Q2 2022Q2 20221
COLDSTREAM CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q1 2024Q1 20241
Emerson Point Capital LP 110.67%0.67%0.67%Q1 2021Q1 20211
DOWLING & YAHNKE LLC 110.01%0.01%0.01%Q4 2019Q4 20191
LMR Partners LLP 110.01%0.01%0.01%Q4 2023Q4 20231
Redhawk Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
MANUFACTURERS LIFE INSURANCE COMPANY, THE 110.00%0.00%0.00%Q1 2015Q1 20151
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Systelligence, LLC 110.50%0.50%0.50%Q2 2020Q2 20201
CAPRIN ASSET MANAGEMENT LLC /ADV 110.01%0.01%0.01%Q3 2016Q3 20161
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
GAVEA INVESTIMENTOS LTDA 110.57%0.57%0.57%Q2 2020Q2 20201
Signify Wealth 110.15%0.15%0.15%Q4 2021Q4 20211
DUALITY ADVISERS, LP 110.70%0.70%0.70%Q3 2020Q3 20201
PARK AVENUE SECURITIES LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Ellevest, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Onex Canada Asset Management Inc. 110.06%0.06%0.06%Q3 2021Q3 20211
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
Coulter & Justus Financial Services, LLC 112.60%2.60%2.60%Q1 2024Q1 20241
Equius Partners, Inc. 110.08%0.08%0.08%Q4 2022Q4 20221
Brevan Howard Capital Management LP 110.01%0.01%0.01%Q2 2024Q2 20241
K.J. Harrison & Partners Inc 110.18%0.18%0.18%Q3 2021Q3 20211
BLUEFIN CAPITAL MANAGEMENT, LLC 110.18%0.18%0.18%Q2 2023Q2 20231
SPROTT INC. 110.02%0.02%0.02%Q2 2015Q2 20151
Ariose Capital Management Ltd 112.38%2.38%2.38%Q2 2020Q2 20201
Cascadia Advisory Services, LLC 110.06%0.06%0.06%Q4 2019Q4 20191
HOLLENCREST CAPITAL MANAGEMENT 110.06%0.06%0.06%Q2 2023Q2 20231
MARINO, STRAM & ASSOCIATES LLC 110.05%0.05%0.05%Q2 2021Q2 20211
Camelot Portfolios, LLC 110.14%0.14%0.14%Q4 2023Q4 20231
WOODMONT INVESTMENT COUNSEL LLC 110.00%0.00%0.00%Q1 2024Q1 20241
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
F3Logic, LLC 110.06%0.06%0.06%Q4 2019Q4 20191
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 110.00%0.00%0.00%Q2 2024Q2 20241
SOROS CAPITAL MANAGEMENT LLC 110.03%0.03%0.03%Q2 2021Q2 20211
CAMBRIDGE TRUST CO 110.01%0.01%0.01%Q1 2022Q1 20221
Banco BTG Pactual S.A. 110.18%0.18%0.18%Q2 2022Q2 20221
Laird Norton Wetherby Wealth Management, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
USA FINANCIAL FORMULAS 110.95%0.95%0.95%Q2 2015Q2 20151
Quadrature Capital Ltd 110.10%0.10%0.10%Q2 2024Q2 20241
Gibraltar Capital Management, Inc. 110.42%0.42%0.42%Q4 2018Q4 20181
Fluent Financial, LLC 112.71%2.71%2.71%Q2 2024Q2 20241
Financial Gravity Companies, Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
WR Wealth Planners, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Partnervest Advisory Services LLC 110.15%0.15%0.15%Q1 2020Q1 20201
Nicholas Investment Partners, LP 110.14%0.14%0.14%Q3 2022Q3 20221
FOCUS FINANCIAL NETWORK INC /ADV 110.01%0.01%0.01%Q4 2023Q4 20231
Lynwood Capital Management Inc. 111.51%1.51%1.51%Q2 2022Q2 20221
Curi RMB Capital, LLC 110.54%0.54%0.54%Q3 2022Q3 20221
CUMBERLAND ADVISORS INC 110.68%0.68%0.68%Q2 2013Q2 20131
TORONTO DOMINION BANK 110.00%0.00%0.00%Q2 2024Q2 20241
Coatue Management 110.07%0.07%0.07%Q4 2023Q4 20231
Central Asset Investments & Management Holdings (HK) Ltd 110.08%0.08%0.08%Q2 2024Q2 20241
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 110.57%0.57%0.57%Q4 2021Q4 20211
Spectrum Management Group, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
RPS ADVISORY SOLUTIONS LLC 111.16%1.16%1.16%Q2 2024Q2 20241
ABLE Financial Group, LLC 110.08%0.08%0.08%Q2 2024Q2 20241
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
LITTLE HOUSE CAPITAL LLC 111.02%1.02%1.02%Q1 2022Q1 20221
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
Armbruster Capital Management, Inc. 110.06%0.06%0.06%Q1 2022Q1 20221
LM Advisors LLC 110.00%0.00%0.00%Q4 2023Q4 20231
McGlone Suttner Wealth Management, Inc. 110.01%0.01%0.01%Q4 2023Q4 20231
Security Financial Services, INC. 110.15%0.15%0.15%Q3 2022Q3 20221
HOWARD WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
BDO Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
SHEETS SMITH WEALTH MANAGEMENT 110.00%0.00%0.00%Q3 2023Q3 20231
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
Guardian Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Sharp Financial Services, LLC 110.18%0.18%0.18%Q2 2024Q2 20241
Winthrop Capital Management, LLC 110.03%0.03%0.03%Q4 2023Q4 20231
Eagle Strategies LLC 110.22%0.22%0.22%Q1 2024Q1 20241
AMH Equity Ltd 117.29%7.29%7.29%Q4 2023Q4 20231
OPTIMAS CAPITAL Ltd 110.94%0.94%0.94%Q4 2022Q4 20221
Disciplined Investments, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Confluence Wealth Services, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
Gimbal Financial 1113.53%13.53%13.53%Q4 2023Q4 20231
Oak Point Wealth Management 110.38%0.38%0.38%Q4 2017Q4 20171
ARS Investment Partners, LLC 110.05%0.05%0.05%Q1 2021Q1 20211
LEVEL FOUR ADVISORY SERVICES, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Burleson & Company, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
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
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
GODSEY & GIBB, INC 110.00%0.00%0.00%Q2 2024Q2 20241
Intrua Financial, LLC 110.15%0.15%0.15%Q3 2021Q3 20211
Shearwater Capital LLC 110.22%0.22%0.22%Q4 2022Q4 20221
Westpark Management, LLC 111.87%1.87%1.87%Q4 2021Q4 20211
BTG Pactual Global Asset Management Ltd 110.16%0.16%0.16%Q1 2024Q1 20241
PFG Advisors 110.06%0.06%0.06%Q2 2020Q2 20201
Optiver Holding B.V. 110.00%0.00%0.00%Q1 2022Q1 20221
ARDSLEY ADVISORY PARTNERS LP 110.89%0.89%0.89%Q2 2024Q2 20241
WATER ISLAND CAPITAL LLC 110.01%0.01%0.01%Q1 2018Q1 20181
Claybrook Capital, LLC 110.17%0.17%0.17%Q4 2018Q4 20181
Kellett Wealth Advisors, LLC 110.36%0.36%0.36%Q4 2021Q4 20211
MANCHESTER FINANCIAL INC 110.01%0.01%0.01%Q1 2021Q1 20211
KNIGHT CAPITAL GROUP LLC 110.03%0.03%0.03%Q2 2013Q2 20131
Balentine LLC 110.01%0.01%0.01%Q4 2020Q4 20201
MYCIO WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q4 2014Q4 20141
SIH Partners, LLLP 111.76%1.76%1.76%Q4 2023Q4 20231
Kepos Capital LP 111.57%1.57%1.57%Q1 2022Q1 20221
FINANCIAL LIFE ADVISORS 110.16%0.16%0.16%Q3 2019Q3 20191
Diametric Capital, LP 111.45%1.45%1.45%Q2 2020Q2 20201
Waverly Advisors, LLC 110.00%0.00%0.00%Q1 2024Q1 20241
ADVISOR CONSULTANT NETWORK INC 110.04%0.04%0.04%Q3 2016Q3 20161
Venture Visionary Partners LLC 110.62%0.62%0.62%Q2 2024Q2 20241
CITIZENS FINANCIAL GROUP INC/RI 110.01%0.01%0.01%Q2 2024Q2 20241
Avidian Wealth Enterprises, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Dunhill Financial, LLC 110.60%0.60%0.60%Q1 2024Q1 20241
Shannon River Fund Management LLC 116.92%6.92%6.92%Q1 2021Q1 20211
Independent Advisor Alliance 110.06%0.06%0.06%Q4 2019Q4 20191
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q4 2010Q4 20101
Nuveen Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Metavasi Capital LP 114.74%4.74%4.74%Q2 2024Q2 20241
EPG Wealth Management LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Holocene Advisors, LP 110.16%0.16%0.16%Q2 2022Q2 20221
Noked Capital LTD 110.30%0.30%0.30%Q3 2022Q3 20221
MONETA GROUP INVESTMENT ADVISORS LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Graticule Asia Macro Advisors LLC 111.40%1.40%1.40%Q3 2021Q3 20211
Otter Creek Advisors, LLC 111.96%1.96%1.96%Q4 2019Q4 20191
XTX Topco Ltd 110.02%0.02%0.02%Q2 2024Q2 20241
STIFEL NICOLAUS & CO INC \MO\ 110.01%0.01%0.01%Q3 2013Q3 20131
Alyeska Investment Group, L.P. 110.05%0.05%0.05%Q2 2022Q2 20221
qPULA Trading Management LP 111.00%1.00%1.00%Q2 2022Q2 20221
Global Assets Advisory, LLC 110.30%0.30%0.30%Q3 2022Q3 20221
Islet Management, LP 110.69%0.69%0.69%Q4 2018Q4 20181
Clear Creek Financial Management, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
TECTONIC ADVISORS LLC 110.00%0.00%0.00%Q3 2021Q3 20211
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
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 110.28%0.28%0.28%Q1 2022Q1 20221
PRENTISS SMITH & CO INC 110.02%0.02%0.02%Q1 2018Q1 20181
Polymer Capital Management (HK) LTD 110.18%0.18%0.18%Q4 2023Q4 20231
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
BRANT POINT INVESTMENT MANAGEMENT LLC 110.78%0.78%0.78%Q1 2022Q1 20221
ProVise Management Group, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Ergoteles LLC 110.06%0.06%0.06%Q2 2023Q2 20231
MONECO Advisors, LLC 110.05%0.05%0.05%Q1 2024Q1 20241
Goldstream Capital Management Ltd 110.12%0.12%0.12%Q4 2021Q4 20211
External links

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