ISHARES TR shareholder history

Current and past ISHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.00%0.05%Q2 2013Q3 2023121
Walleye Trading LLC 2060.00%0.01%0.05%Q2 2013Q3 2023108
BARCLAYS PLC 42420.00%0.00%0.03%Q2 2013Q3 2023105
CITIGROUP INC 42420.00%0.01%0.14%Q2 2013Q3 2023105
JANE STREET GROUP, LLC 3410.00%0.02%0.20%Q1 2014Q3 202396
Citadel Advisors 39390.00%0.01%0.04%Q1 2014Q3 202394
Cutler Group LLC / CA 32320.00%0.04%0.42%Q4 2015Q3 202392
Parallax Volatility Advisers, L.P. 3420.00%0.01%0.11%Q3 2013Q3 202380
GOLDMAN SACHS GROUP INC 4240.00%0.01%0.08%Q1 2012Q3 202378
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.04%Q2 2013Q3 202366
UBS Group AG 36360.00%0.02%0.16%Q4 2014Q3 202361
CAPITAL FUND MANAGEMENT S.A. 1210.00%0.02%0.14%Q2 2014Q3 202355
ROYAL BANK OF CANADA 42420.00%0.01%0.02%Q2 2013Q3 202350
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.02%Q2 2013Q3 202348
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.02%Q2 2013Q3 202347
WOLVERINE TRADING, LLC 710.00%0.01%0.02%Q1 2017Q1 202344
SOL Capital Management CO 42420.37%1.36%2.64%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.00%0.01%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.02%0.08%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.03%0.12%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.06%0.35%Q2 2013Q3 202342
CLIFFORD SWAN INVESTMENT COUNSEL LLC 42420.02%0.04%0.05%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.00%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.00%0.01%0.05%Q2 2013Q3 202342
HighTower Advisors, LLC 40400.00%0.03%0.16%Q4 2013Q3 202342
MILLENNIUM MANAGEMENT LLC 810.00%0.01%0.04%Q3 2013Q3 202341
Janney Montgomery Scott LLC 41410.00%0.02%0.06%Q3 2013Q3 202341
AMERIPRISE FINANCIAL INC 3560.00%0.00%0.01%Q2 2013Q3 202341
ENVESTNET ASSET MANAGEMENT INC 21200.00%0.01%0.06%Q2 2013Q3 202341
GLENMEDE TRUST CO NA 20200.00%0.00%0.00%Q2 2013Q3 202340
PARSONS CAPITAL MANAGEMENT INC/RI 39390.09%0.15%0.28%Q1 2014Q3 202339
BENJAMIN F. EDWARDS & COMPANY, INC. 29100.00%0.02%0.04%Q2 2013Q3 202339
UNITED CAPITAL FINANCIAL ADVISORS, LLC 39390.00%0.06%0.25%Q1 2014Q3 202339
Spot Trading L.L.C 1230.00%0.01%0.06%Q2 2013Q1 201738
Creative Planning 1410.00%0.00%0.03%Q2 2013Q3 202338
SCOTIA CAPITAL INC. 3610.01%0.05%0.12%Q2 2013Q3 202337
MAI Capital Management 36360.01%0.07%0.12%Q4 2014Q3 202336
Private Advisor Group, LLC 1720.00%0.02%0.11%Q4 2013Q3 202336
CREDIT SUISSE AG/ 33330.00%0.01%0.10%Q1 2013Q1 202135
People's United Financial, Inc. 3410.02%0.36%0.77%Q2 2013Q1 202235
Lowe Wealth Advisors, LLC 35350.00%0.01%0.01%Q4 2014Q2 202335
SG Americas Securities, LLC 2210.00%0.02%0.13%Q2 2013Q3 202335
COMMERCE BANK 35350.00%0.01%0.01%Q1 2015Q3 202335
BNP PARIBAS FINANCIAL MARKETS 1810.00%0.05%0.22%Q3 2014Q3 202334
J.P. Morgan Private Wealth Advisors LLC 2030.00%0.01%0.02%Q1 2014Q3 202334
BANK HAPOALIM BM 19150.05%0.55%2.89%Q1 2015Q3 202334
First Personal Financial Services 34340.00%0.01%0.03%Q4 2014Q1 202334
Raymond James Financial Services Advisors, Inc. 2210.00%0.02%0.15%Q2 2013Q3 202334
Cetera Advisors LLC 1310.01%0.06%0.45%Q2 2013Q3 202333
Psagot Value Holdings Ltd. 32320.00%0.17%1.63%Q2 2013Q1 202132
Marketfield Asset Management LLC 31310.12%3.20%5.51%Q2 2013Q4 202032
STIFEL FINANCIAL CORP 2710.00%0.01%0.03%Q1 2014Q3 202332
Cambridge Investment Research Advisors, Inc. 2710.00%0.02%0.09%Q2 2013Q3 202332
TWO SIGMA SECURITIES, LLC 1420.00%0.05%0.46%Q4 2014Q2 202232
VALLEY NATIONAL ADVISERS INC 19120.00%0.01%0.03%Q1 2015Q3 202331
Geneos Wealth Management Inc. 31310.00%0.01%0.05%Q1 2016Q3 202331
MUFG Americas Holdings Corp 31310.00%0.01%0.03%Q2 2012Q4 201931
IFP Advisors, Inc 17140.00%0.03%0.26%Q4 2015Q3 202331
DAVENPORT & Co LLC 3010.00%0.18%0.58%Q2 2013Q3 202331
Snowden Capital Advisors LLC 2280.06%0.20%0.44%Q1 2016Q3 202330
Capital Investment Counsel, Inc 2550.01%0.23%0.38%Q3 2013Q1 202130
First Allied Advisory Services, Inc. 2720.01%0.10%0.58%Q2 2013Q3 202029
ASSETMARK, INC 1110.00%0.28%0.70%Q3 2013Q3 202329
Mariner, LLC 1420.00%0.06%0.26%Q1 2015Q3 202329
Tower Research Capital LLC (TRC) 910.00%0.18%0.80%Q3 2013Q3 202329
Allworth Financial LP 17120.00%0.00%0.00%Q4 2015Q3 202329
Riverpoint Wealth Management Holdings, LLC 28280.14%0.19%0.24%Q4 2016Q3 202328
Transamerica Financial Advisors, Inc. 2110.00%0.02%0.11%Q4 2013Q3 202328
COLONY GROUP LLC 2080.00%0.32%1.24%Q1 2015Q3 202328
Parallel Advisors, LLC 28280.00%0.02%0.12%Q4 2016Q3 202328
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2610.00%0.00%0.00%Q2 2013Q3 202328
Jaffetilchin Investment Partners, LLC 27270.07%0.65%1.00%Q3 2013Q1 202027
SYNOVUS FINANCIAL CORP 1030.00%0.00%0.01%Q2 2013Q4 202127
CIBC WORLD MARKET INC. 1410.00%0.01%0.03%Q4 2013Q3 202327
CWM, LLC 1980.00%0.00%0.01%Q4 2016Q3 202327
BROWN BROTHERS HARRIMAN & CO 27270.00%0.00%0.00%Q1 2017Q3 202327
SIGNATUREFD, LLC 1510.00%0.01%0.03%Q2 2013Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.02%0.07%Q2 2013Q4 201927
WHITTIER TRUST CO 2510.00%0.00%0.00%Q1 2015Q2 202326
Advisory Services Network, LLC 1920.00%0.18%0.52%Q2 2016Q3 202326
Main Management LLC 1970.14%1.74%3.22%Q4 2016Q3 202326
OPPENHEIMER & CO INC 1320.01%0.03%0.13%Q2 2013Q2 202226
Bank of New York Mellon Corp 710.00%0.00%0.00%Q2 2014Q2 202326
Pinnacle Advisory Group, Inc. 1710.02%1.32%3.73%Q4 2013Q1 202125
Stratos Wealth Partners, LTD. 1620.01%0.02%0.03%Q1 2015Q3 202325
Highlander Capital Management, LLC 2320.02%0.03%0.11%Q2 2013Q3 202325
HUNTINGTON NATIONAL BANK 1210.00%0.00%0.00%Q3 2012Q2 202325
BLAIR WILLIAM & CO/IL 2310.00%0.00%0.01%Q4 2013Q3 202325
Weiss Multi-Strategy Advisers LLC 810.01%0.14%0.33%Q2 2013Q1 202325
ADIRONDACK TRUST CO 2320.00%0.02%0.02%Q1 2016Q3 202325
HAP Trading, LLC 910.00%0.03%0.30%Q4 2013Q3 202325
MML INVESTORS SERVICES, LLC 1520.00%0.06%0.18%Q2 2017Q3 202324
Migdal Insurance & Financial Holdings Ltd. 1330.01%0.81%2.58%Q4 2015Q1 202324
PUBLIC SECTOR PENSION INVESTMENT BOARD 610.02%0.11%0.44%Q1 2015Q4 202224
Cetera Advisor Networks LLC 1210.00%0.03%0.08%Q1 2013Q3 202324
SIMPLEX TRADING, LLC 610.00%0.02%0.17%Q4 2014Q3 202324
Twin Tree Management, LP 910.00%0.10%0.54%Q3 2017Q2 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.02%0.04%Q4 2017Q3 202324
Family Firm, Inc. 23230.09%0.22%0.29%Q1 2018Q3 202323
FMR LLC 2210.00%0.00%0.00%Q1 2014Q3 202323
PINNACLE ASSOCIATES LTD 23230.01%0.02%0.03%Q1 2018Q3 202323
DUMONT & BLAKE INVESTMENT ADVISORS LLC 23230.22%0.38%0.62%Q3 2016Q1 202223
THRIVENT FINANCIAL FOR LUTHERANS 1110.00%0.01%0.07%Q2 2013Q3 202323
Miller Investment Management, LP 2120.25%11.47%21.73%Q2 2013Q4 202123
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1240.03%0.28%0.60%Q2 2014Q1 202022
FIFTH THIRD BANCORP 1610.00%0.00%0.00%Q4 2013Q3 202322
Jacobi Capital Management LLC 22220.00%0.01%0.01%Q2 2016Q3 202122
Winslow, Evans & Crocker, Inc. 2010.00%0.02%0.03%Q4 2013Q4 202021
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.02%Q3 2018Q3 202321
Cambridge Advisors Inc. 1040.05%0.08%0.10%Q3 2017Q3 202321
BAROMETER CAPITAL MANAGEMENT INC. 510.08%0.31%0.84%Q4 2013Q2 202321
MEITAV INVESTMENT HOUSE LTD 1910.05%0.45%1.76%Q4 2017Q3 202321
Vantage Investment Advisors, LLC 20200.02%0.03%0.03%Q4 2013Q3 201820
CAPTRUST FINANCIAL ADVISORS 1110.00%0.00%0.02%Q4 2015Q3 202220
LCNB CORP 1010.10%0.16%0.27%Q1 2018Q3 202320
Global Retirement Partners, LLC 1020.00%0.01%0.05%Q4 2016Q3 202320
BlueCrest Capital Management Ltd 1010.02%0.15%0.76%Q4 2014Q3 202320
American Portfolios Advisors 20200.01%0.02%0.12%Q4 2017Q3 202220
HSBC HOLDINGS PLC 1130.00%0.02%0.07%Q2 2012Q2 201920
Clal Insurance Enterprises Holdings Ltd 920.00%1.73%3.10%Q4 2014Q2 202120
AE Wealth Management LLC 1140.00%0.02%0.05%Q1 2017Q3 202320
Capital Investment Advisory Services, LLC 1630.00%0.00%0.03%Q4 2018Q3 202320
DENVER INVESTMENT ADVISORS LLC 20200.01%0.06%0.13%Q2 2013Q1 201820
Sigma Planning Corp 1310.01%0.02%0.04%Q4 2014Q3 202320
Certified Advisory Corp 1140.02%0.05%0.07%Q4 2017Q3 202320
Quantitative Investment Management, LLC 510.03%0.29%1.46%Q3 2013Q3 202320
Compagnie Lombard Odier SCmA 19190.00%0.02%0.05%Q4 2013Q2 201819
Investors Research Corp 19190.00%0.00%0.00%Q1 2019Q3 202319
RDA Financial Network 19190.36%0.48%0.68%Q1 2019Q3 202319
Janney Capital Management LLC 1310.16%1.45%4.82%Q4 2014Q2 202319
TRUST CO OF VERMONT 810.00%0.00%0.00%Q2 2013Q3 201819
Steward Partners Investment Advisory, LLC 1810.00%0.01%0.04%Q3 2018Q3 202319
AdvisorNet Financial, Inc 18180.00%0.01%0.03%Q2 2019Q3 202318
RAY GERALD L & ASSOCIATES LTD 18180.06%0.13%0.15%Q2 2013Q3 201718
UBS AG 660.00%0.01%0.03%Q2 2013Q3 201418
BlackRock Inc. 710.00%0.00%0.00%Q1 2014Q3 202318
Valeo Financial Advisors, LLC 1510.01%0.02%0.03%Q3 2017Q3 202318
Fusion Family Wealth LLC 18180.01%0.02%0.02%Q4 2016Q1 202118
MONTAG A & ASSOCIATES INC 1510.04%0.25%0.58%Q1 2014Q3 202318
JAMES INVESTMENT RESEARCH INC 1410.00%0.01%0.05%Q2 2013Q4 202118
Commonwealth Equity Services, Inc 18180.01%0.02%0.03%Q2 2013Q3 201718
NewEdge Advisors, LLC 1710.00%0.02%0.04%Q2 2017Q3 202318
TRUIST FINANCIAL CORP 1610.00%0.01%0.01%Q2 2013Q3 202317
Bedel Financial Consulting, Inc. 17170.02%0.03%0.05%Q1 2018Q1 202217
WFG Advisors, LP 17170.00%0.02%0.06%Q2 2013Q2 201717
NEXT Financial Group, Inc 620.00%0.01%0.04%Q3 2014Q4 202117
SUNTRUST BANKS INC 1520.00%0.01%0.02%Q1 2014Q3 201917
OPTIMUM INVESTMENT ADVISORS 1340.01%0.01%0.01%Q2 2014Q1 202117
CENTAURUS FINANCIAL, INC. 1410.00%0.05%0.27%Q2 2018Q3 202317
Carroll Financial Associates, Inc. 810.00%0.02%0.06%Q4 2013Q4 202116
HRT FINANCIAL LP 610.02%0.38%2.69%Q4 2014Q3 202316
Sugarloaf Wealth Management, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
ALLIANCEBERNSTEIN L.P. 1210.00%0.02%0.03%Q1 2014Q4 202216
DEUTSCHE BANK AG\ 410.00%0.00%0.01%Q3 2013Q3 202116
CIBC Private Wealth Group, LLC 1110.00%0.00%0.00%Q1 2014Q3 202316
Bartlett & Co. LLC 810.00%0.00%0.00%Q3 2019Q4 202316
Mission Creek Capital Partners, Inc. 16160.12%0.22%0.32%Q4 2019Q3 202316
Timber Hill LLC 710.00%0.18%2.63%Q2 2013Q2 201816
Cedar Wealth Management, LLC 16160.01%0.02%0.03%Q4 2019Q3 202316
DELTA ASSET MANAGEMENT LLC/TN 1110.00%0.00%0.00%Q4 2016Q3 202316
Canton Hathaway, LLC 1060.01%0.01%0.01%Q3 2019Q3 202316
Apriem Advisors 16160.00%0.00%0.00%Q2 2013Q1 201716
NWAM LLC 16160.04%0.28%1.06%Q3 2019Q2 202316
Capital Asset Advisory Services LLC 1410.00%1.23%2.73%Q4 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.01%0.03%0.06%Q1 2020Q3 202315
Financial Management Professionals, Inc. 410.01%0.90%2.26%Q2 2013Q3 202315
Neuberger Berman Group LLC 710.00%0.00%0.00%Q3 2013Q4 202115
Gradient Investments LLC 1110.00%0.00%0.00%Q4 2013Q3 202315
MSI Financial Services Inc 15150.00%0.03%0.14%Q2 2013Q4 201615
SPC Financial, Inc. 1410.07%1.78%3.46%Q2 2013Q3 202315
TWO SIGMA INVESTMENTS, LP 510.00%0.02%0.11%Q3 2013Q4 202015
SeaCrest Wealth Management, LLC 960.00%0.04%0.08%Q4 2017Q2 202215
CULLEN/FROST BANKERS, INC. 15150.00%0.00%0.01%Q1 2019Q3 202215
J. Goldman & Co LP 610.01%0.12%0.40%Q4 2014Q3 202315
Sowell Financial Services LLC 1010.00%0.09%0.27%Q4 2016Q3 202315
Advisors Capital Management, LLC 15150.01%0.01%0.02%Q1 2020Q3 202315
Qube Research & Technologies Ltd 810.00%0.07%0.33%Q4 2019Q3 202315
Main Management ETF Advisors, LLC 1234.14%5.83%9.82%Q4 2017Q4 202115
Financial Advocates Investment Management 710.03%0.23%0.46%Q1 2018Q2 202215
Advisor Group, Inc. 15150.01%0.01%0.03%Q2 2016Q4 201915
WEDBUSH SECURITIES INC 610.01%0.08%0.16%Q3 2013Q3 202314
Stamos Capital Partners, L.P. 14140.06%0.47%0.94%Q2 2020Q3 202314
LEUTHOLD GROUP, LLC 14140.04%0.15%0.44%Q2 2020Q3 202314
Virtu KCG Holdings LLC 1110.01%0.03%0.06%Q3 2013Q2 201714
S. R. Schill & Associates 14141.08%1.97%3.15%Q2 2015Q3 201814
Ayalon Insurance Comp Ltd. 620.07%0.66%1.28%Q1 2015Q1 202214
Rockefeller Capital Management L.P. 860.00%0.02%0.05%Q4 2018Q4 202214
SII INVESTMENTS INC/WI 1210.02%0.07%0.13%Q2 2013Q1 201714
Ifrah Financial Services, Inc. 520.06%0.14%0.22%Q1 2015Q3 202314
Wealthstreet Investment Advisors, LLC 14140.06%0.09%0.15%Q4 2017Q1 202114
B. Riley Wealth Advisors, Inc. 810.00%0.16%0.38%Q2 2014Q3 202314
F3Logic, LLC 14140.02%0.11%0.20%Q3 2019Q4 202214
ROTHSCHILD INVESTMENT LLC /IL 14140.10%0.18%0.26%Q2 2020Q3 202314
PRUDENTIAL FINANCIAL INC 14140.00%0.00%0.00%Q2 2020Q3 202314
BALYASNY ASSET MANAGEMENT L.P. 310.00%0.04%0.16%Q2 2014Q2 202314
Virtu Financial LLC 510.01%0.13%0.57%Q3 2013Q2 201914
Verity Asset Management, Inc. 1210.81%4.07%6.26%Q4 2013Q1 202013
Allen Investment Management, LLC 13130.02%0.04%0.08%Q2 2016Q2 201913
BDO Wealth Advisors, LLC 710.00%0.00%0.01%Q2 2017Q3 202213
Teamwork Financial Advisors, LLC 1030.13%0.35%0.93%Q4 2019Q3 202313
BANK OF NOVA SCOTIA 940.00%0.07%0.48%Q1 2013Q3 202313
WESCAP Management Group, Inc. 13130.13%0.55%1.29%Q2 2016Q2 201913
CREATIVE FINANCIAL DESIGNS INC /ADV 13130.00%0.01%0.02%Q3 2020Q3 202313
X-Square Capital, LLC 13130.43%0.50%0.68%Q3 2020Q3 202313
BB&T SECURITIES, LLC 940.01%0.03%0.06%Q2 2014Q3 201913
NOMURA HOLDINGS INC 210.00%0.01%0.05%Q2 2013Q3 202313
Caption Management, LLC 310.01%0.29%1.17%Q3 2019Q3 202313
HOWARD WEALTH MANAGEMENT, LLC 710.02%0.21%0.27%Q4 2019Q3 202313
Aptus Capital Advisors, LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
ProVise Management Group, LLC 13130.02%0.04%0.05%Q3 2020Q3 202313
Avion Wealth 13130.00%0.00%0.01%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.01%0.04%0.08%Q3 2020Q3 202313
PEDDOCK CAPITAL ADVISORS, LLC 13130.46%0.55%0.66%Q3 2020Q3 202313
JANICZEK WEALTH MANAGEMENT, LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Financial Architects, Inc 610.00%0.16%0.54%Q1 2015Q4 202113
Global Trust Asset Management, LLC 1210.00%0.12%0.28%Q4 2017Q1 202313
Leonetti & Associates, LLC 12121.28%1.64%1.90%Q1 2015Q4 201712
Joseph P. Lucia & Associates, LLC 620.01%0.06%0.13%Q1 2019Q2 202212
Wealthcare Advisory Partners LLC 1010.00%0.00%0.01%Q4 2017Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.01%Q2 2013Q1 201612
Bison Wealth, LLC 1110.00%0.08%0.59%Q3 2015Q2 202212
Gerber Kawasaki Wealth & Investment Management 12120.39%1.29%2.58%Q4 2020Q3 202312
Jefferies Group LLC 310.00%0.03%0.09%Q2 2015Q3 202212
Newbridge Financial Services Group, Inc. 12120.01%0.02%0.06%Q3 2020Q2 202312
GREENWOOD CAPITAL ASSOCIATES LLC 720.13%0.69%1.18%Q1 2015Q3 202012
Cypress Capital Management LLC (WY) 840.02%0.28%3.04%Q4 2017Q3 202312
Edgemoor Investment Advisors, Inc. 12120.03%0.05%0.06%Q4 2015Q3 201812
Cetera Investment Advisers 12120.00%0.01%0.04%Q4 2020Q3 202312
Koshinski Asset Management, Inc. 510.01%0.07%0.13%Q2 2017Q3 202311
PEAK6 Investments LLC 620.00%0.01%0.02%Q1 2021Q3 202311
Spire Wealth Management 11110.00%0.01%0.05%Q1 2021Q3 202311
FARMERS TRUST CO 410.04%0.06%0.10%Q4 2017Q3 202311
BUTENSKY & COHEN FINANCIAL SECURITY, INC 11110.00%0.00%0.01%Q4 2014Q2 201711
Western Wealth Management, LLC 510.01%0.03%0.05%Q4 2019Q2 202311
MinichMacGregor Wealth Management, LLC 740.00%3.68%6.72%Q2 2020Q3 202311
Founders Financial Alliance, LLC 11110.01%0.04%0.06%Q1 2021Q3 202311
Hilton Capital Management, LLC 1010.06%0.10%0.40%Q1 2015Q4 201911
Beacon Pointe Advisors, LLC 11110.01%0.02%0.05%Q1 2021Q3 202311
Spears Abacus Advisors LLC 11110.07%0.11%0.19%Q3 2014Q1 201711
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 510.24%2.51%5.03%Q1 2015Q2 202311
J.W. COLE ADVISORS, INC. 830.02%0.03%0.12%Q3 2020Q3 202311
SANDLER CAPITAL MANAGEMENT 210.04%0.73%1.05%Q4 2013Q3 202011
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 520.00%2.98%16.50%Q4 2017Q3 202311
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 740.33%2.62%7.16%Q2 2013Q1 201611
Squarepoint Ops LLC 810.00%0.03%0.12%Q1 2020Q3 202311
Well Done, LLC 830.20%0.50%1.02%Q2 2020Q3 202311
Focused Wealth Management, Inc 11110.00%0.01%0.01%Q3 2013Q1 201611
Solstein Capital, LLC 910.00%0.15%0.56%Q4 2018Q3 202311
EVERMAY WEALTH MANAGEMENT LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
1834 INVESTMENT ADVISORS CO 10100.00%0.02%0.15%Q1 2020Q2 202210
STEPHENS INC /AR/ 730.01%0.06%0.08%Q2 2020Q3 202310
MOORE CAPITAL MANAGEMENT, LP 310.01%0.21%0.65%Q2 2013Q1 202210
Lake Point Wealth Management 520.00%0.00%0.00%Q4 2018Q2 202210
M&T BANK CORP 510.00%0.00%0.01%Q2 2013Q3 202310
Giverny Capital 10100.01%0.03%0.06%Q2 2021Q3 202310
Csenge Advisory Group 710.05%0.12%0.24%Q3 2017Q3 202310
Schonfeld Strategic Advisors LLC 420.00%0.05%0.22%Q1 2021Q3 202310
LOEB PARTNERS CORP 910.12%1.38%2.27%Q2 2014Q2 201710
Brookstone Capital Management 410.01%0.10%0.32%Q2 2015Q2 202310
Sunbelt Securities, Inc. 410.01%0.06%0.11%Q4 2016Q3 202310
MANUFACTURERS LIFE INSURANCE COMPANY, THE 510.00%0.00%0.01%Q1 2015Q1 202010
Belpointe Asset Management LLC 410.01%0.01%0.03%Q4 2019Q1 202310
Baystate Wealth Management LLC 730.00%0.00%0.00%Q4 2016Q2 202210
HARBOUR INVESTMENTS, INC. 640.01%0.01%0.02%Q1 2021Q3 202310
MEEDER ASSET MANAGEMENT INC 820.00%0.00%0.00%Q4 2019Q2 202210
PROFESSIONAL PLANNING 510.14%0.85%4.88%Q4 2017Q3 202110
Delos Wealth Advisors, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Realta Investment Advisors 810.01%0.07%0.12%Q1 2019Q3 20239
Great Diamond Partners, LLC 630.18%0.32%0.46%Q3 2020Q3 20239
Patriot Financial Group Insurance Agency, LLC 990.00%0.01%0.02%Q2 2020Q2 20229
RiverFront Investment Group, LLC 990.26%0.91%1.26%Q2 2014Q2 20169
WealthTrust Fairport, LLC 510.00%0.19%1.06%Q2 2013Q2 20169
Atria Investments, Inc 310.01%0.02%0.04%Q2 2019Q3 20239
Castleview Partners, LLC 810.00%0.01%0.01%Q2 2021Q3 20239
Point72 Asset Management, L.P. 210.00%0.04%0.10%Q1 2015Q3 20239
M Holdings Securities, Inc. 990.07%0.18%0.24%Q3 2016Q3 20189
TWO SIGMA ADVISERS, LP 310.00%0.04%0.09%Q4 2016Q1 20219
Genesee Capital Advisors, LLC 420.33%0.84%1.82%Q2 2020Q3 20239
BerganKDV Wealth Management, LLC 810.00%0.00%0.00%Q2 2019Q2 20239
BlackRock Group LTD 990.00%0.01%0.01%Q1 2014Q1 20169
Concert Wealth Management Inc. 210.01%0.05%0.12%Q2 2013Q4 20169
PUTNAM INVESTMENTS LLC 990.01%0.03%0.06%Q2 2013Q2 20159
Fiera Capital Corp 720.00%0.00%0.01%Q4 2013Q1 20169
Kingsview Wealth Management, LLC 810.05%0.17%0.33%Q1 2020Q2 20239
WASHBURN CAPITAL MANAGEMENT, INC. 990.42%1.11%1.63%Q4 2019Q4 20219
New England Investment & Retirement Group, Inc. 610.21%1.79%4.06%Q2 2013Q3 20219
EDMOND DE ROTHSCHILD HOLDING S.A. 630.00%0.04%0.06%Q2 2015Q4 20229
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 991.44%1.79%2.14%Q3 2021Q3 20239
AVIANCE CAPITAL MANAGEMENT, LLC 880.04%0.17%0.31%Q2 2016Q1 20188
Rafferty Asset Management, LLC 880.02%0.07%0.12%Q3 2015Q2 20178
DUBUQUE BANK & TRUST CO 530.00%0.11%0.41%Q2 2013Q2 20168
Sandy Spring Bank 410.00%0.00%0.00%Q1 2019Q3 20238
Golden State Wealth Management, LLC 410.01%0.04%0.12%Q1 2019Q1 20228
BECK CAPITAL MANAGEMENT, LLC 310.11%0.95%2.48%Q1 2014Q2 20188
CUMBERLAND ADVISORS INC 321.28%2.84%5.26%Q1 2014Q3 20198
FLAGSHIP HARBOR ADVISORS, LLC 410.00%0.04%0.12%Q1 2018Q4 20218
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
GUARDIAN WEALTH ADVISORS, LLC / NC 880.00%0.01%0.06%Q4 2021Q3 20238
Silverleafe Capital Partners, LLC 880.30%1.43%2.36%Q4 2018Q3 20208
One Capital Management, LLC 880.02%0.09%0.25%Q4 2021Q3 20238
MANCHESTER FINANCIAL INC 881.29%2.25%2.83%Q1 2020Q4 20218
COTTONWOOD CAPITAL ADVISORS, LLC 882.42%3.05%3.70%Q4 2021Q3 20238
SALEM INVESTMENT COUNSELORS INC 880.00%0.00%0.00%Q1 2021Q4 20228
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 440.02%0.09%0.22%Q1 2014Q1 20168
Ciovacco Capital Management LLC 530.31%0.89%1.52%Q4 2020Q3 20238
First Heartland Consultants, Inc. 710.01%0.04%0.06%Q2 2013Q4 20218
Peterson Wealth Advisors, LLC 530.08%0.15%0.28%Q4 2017Q3 20218
VICUS CAPITAL 320.13%0.21%0.29%Q2 2020Q3 20238
Quantum Private Wealth, LLC 880.11%0.19%0.30%Q4 2021Q3 20238
Cadent Capital Advisors, LLC 531.24%2.00%3.48%Q4 2020Q3 20238
Orion Portfolio Solutions, LLC 620.01%0.24%0.49%Q4 2019Q1 20228
Beech Hill Advisors, Inc. 880.27%0.40%0.73%Q3 2013Q2 20158
Hilltop Holdings Inc. 310.04%0.31%0.71%Q4 2017Q3 20238
Cedar Brook Financial Partners, LLC 440.06%0.09%0.12%Q2 2021Q3 20238
Aspire Wealth Management Corp 880.00%0.00%0.01%Q4 2021Q3 20238
Carl P. Sherr & Co., LLC 880.21%0.36%0.61%Q3 2020Q2 20228
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 880.00%0.02%0.04%Q1 2021Q4 20228
NATIONAL PLANNING CORP 710.02%0.03%0.06%Q2 2013Q3 20178
Rice Partnership, LLC 880.02%0.03%0.03%Q4 2021Q3 20238
Lombard Odier Transatlantic Ltd 880.03%0.04%0.04%Q4 2014Q3 20168
MidWestOne Financial Group, Inc. 880.09%0.11%0.13%Q4 2021Q3 20238
Sonora Investment Management, LLC 880.00%0.00%0.00%Q4 2019Q3 20218
Baird Financial Group, Inc. 410.00%0.00%0.01%Q4 2020Q3 20238
Retirement Planning Co of New England, Inc. 880.36%0.43%0.52%Q4 2021Q3 20238
MERCER GLOBAL ADVISORS INC /ADV 440.00%0.00%0.01%Q1 2021Q3 20238
Community Bank, N.A. 440.00%0.00%0.01%Q4 2017Q1 20228
Wilson & Boucher Capital Management, LLC 880.37%0.42%0.47%Q4 2021Q3 20238
GHP Investment Advisors, Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
Seelaus Asset Management LLC 770.17%0.26%0.43%Q2 2020Q4 20217
Employees Retirement System of Texas 410.04%0.08%0.19%Q1 2018Q4 20207
Argentus Capital Management, LLC 520.00%0.28%1.55%Q2 2013Q3 20167
WealthOne, LLC 310.01%0.10%0.14%Q4 2018Q2 20237
GAMCO INVESTORS, INC. ET AL 770.01%0.01%0.01%Q4 2021Q2 20237
OLIVER LAGORE VANVALIN INVESTMENT GROUP 610.00%0.03%0.20%Q4 2021Q3 20237
PACIFIC FINANCIAL GROUP INC 770.68%2.38%3.47%Q3 2020Q1 20227
Trexquant Investment LP 310.02%0.05%0.08%Q3 2019Q2 20227
Ascent Group, LLC 770.09%0.19%0.25%Q1 2022Q3 20237
Avitas Wealth Management LLC 770.07%0.08%0.09%Q2 2020Q4 20217
WFA of San Diego, LLC 410.11%0.16%0.20%Q3 2021Q3 20237
Atria Wealth Solutions, Inc. 770.01%0.01%0.02%Q1 2022Q3 20237
Interval Partners, LP 310.14%0.46%0.85%Q1 2015Q2 20237
Dynamic Advisor Solutions LLC 310.02%0.18%0.54%Q4 2013Q1 20227
RPg Family Wealth Advisory, LLC 430.02%0.18%0.23%Q2 2020Q1 20227
Affiance Financial, LLC 770.01%0.01%0.02%Q4 2020Q2 20227
Quantbot Technologies LP 210.01%0.03%0.09%Q3 2019Q3 20237
WEALTHSOURCE PARTNERS, LLC 610.05%0.09%0.17%Q4 2019Q4 20217
Centerpoint Advisors, LLC 770.00%0.00%0.01%Q1 2021Q3 20227
PEAPACK GLADSTONE FINANCIAL CORP 770.02%0.03%0.06%Q4 2020Q2 20227
LSP Investment Advisors, LLC 770.39%0.66%0.95%Q4 2017Q2 20197
Integrated Wealth Management 770.01%0.01%0.01%Q1 2015Q3 20167
OLD MISSION CAPITAL LLC 410.01%0.06%0.19%Q1 2017Q4 20227
U.S. Capital Wealth Advisors, LLC 770.02%0.03%0.05%Q3 2021Q1 20237
IHT Wealth Management, LLC 610.01%0.04%0.20%Q4 2016Q4 20217
STANSBERRY ASSET MANAGEMENT, LLC 770.04%0.17%0.39%Q1 2022Q3 20237
Advisors Preferred, LLC 520.01%0.23%1.45%Q3 2015Q3 20237
FundX Investment Group, LLC 210.11%1.87%4.70%Q3 2015Q2 20217
RETIREMENT CAPITAL STRATEGIES 770.09%0.52%2.94%Q3 2020Q1 20227
TRUE Private Wealth Advisors 510.00%0.00%0.01%Q3 2018Q4 20207
FNY Managed Accounts LLC 210.00%0.13%0.37%Q1 2014Q1 20177
K2 PRINCIPAL FUND, L.P. 310.01%0.64%1.78%Q4 2014Q2 20217
Kovack Advisors, Inc. 610.02%0.06%0.16%Q4 2017Q1 20227
Olympiad Research LP 770.23%0.70%1.31%Q1 2021Q3 20227
SFG Wealth Management, LLC. 770.18%0.25%0.29%Q4 2021Q2 20237
Beaumont Capital Management, LLC 610.33%1.09%2.68%Q3 2021Q3 20237
Fieldpoint Private Securities, LLC 610.07%0.17%0.20%Q1 2017Q4 20217
Klingman & Associates, LLC 770.00%0.00%0.00%Q1 2015Q3 20167
SOUTH GEORGIA CAPITAL, LLC 610.00%0.01%0.02%Q4 2013Q3 20157
Apeiron RIA LLC 520.17%0.25%0.32%Q4 2021Q3 20237
FLOW TRADERS U.S. LLC 310.00%0.05%0.18%Q4 2016Q1 20237
TOTH FINANCIAL ADVISORY CORP 510.00%0.00%0.00%Q4 2017Q4 20217
TRUSTCORE FINANCIAL SERVICES, LLC 430.00%0.00%0.00%Q1 2021Q4 20227
NEW ENGLAND SECURITIES CORP /MA/ 770.00%0.01%0.02%Q2 2013Q4 20147
Riggs Asset Managment Co. Inc. 320.06%2.29%3.23%Q1 2014Q3 20237
Intellectus Partners, LLC 510.00%0.00%0.00%Q3 2017Q1 20196
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 511.72%3.29%4.18%Q1 2016Q3 20236
Renaissance Technologies 330.00%0.00%0.01%Q4 2021Q3 20236
Vectors Research Management, LLC 660.16%0.18%0.21%Q1 2022Q2 20236
FIRST NEW YORK SECURITIES LLC /NY 550.01%0.64%2.26%Q3 2013Q3 20146
SWARTHMORE GROUP INC 330.10%3.09%4.89%Q2 2014Q4 20156
PRIVATE TRUST CO NA 660.01%0.01%0.01%Q2 2022Q3 20236
Graham Capital Management, L.P. 210.03%0.23%0.56%Q4 2013Q1 20196
Arete Wealth Advisors, LLC 510.03%0.04%0.05%Q1 2021Q3 20226
Sterling Investment Advisors, Ltd. 660.13%0.15%0.20%Q2 2022Q3 20236
Ameritas Investment Company, LLC 310.01%0.01%0.02%Q1 2019Q3 20216
CASTLEARK MANAGEMENT LLC 210.04%0.18%0.44%Q2 2013Q3 20236
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 510.03%0.14%0.37%Q4 2020Q4 20226
Artal Group S.A. 510.13%0.66%1.50%Q3 2013Q1 20156
Phoenix Holdings Ltd. 661.42%2.51%3.44%Q4 2020Q1 20226
NIEMANN CAPITAL MANAGEMENT INC 210.16%8.08%15.09%Q2 2013Q4 20196
HOLLENCREST CAPITAL MANAGEMENT 420.00%0.45%1.39%Q2 2016Q3 20236
All Season Financial Advisors, Inc. 420.29%0.41%0.60%Q3 2021Q3 20236
SCOPUS ASSET MANAGEMENT, L.P. 210.08%0.30%0.71%Q3 2013Q1 20236
B. Riley Wealth Management, Inc. 660.02%0.02%0.03%Q1 2014Q2 20156
KINGDON CAPITAL MANAGEMENT, L.L.C. 210.18%0.99%1.61%Q4 2013Q2 20236
Beirne Wealth Consulting Services, LLC 660.12%0.16%0.20%Q3 2020Q4 20216
Verition Fund Management LLC 320.00%0.04%0.09%Q3 2018Q3 20236
Ameritas Advisory Services, LLC 420.01%0.01%0.03%Q4 2021Q3 20236
CABOT WEALTH MANAGEMENT INC 660.50%1.12%1.49%Q1 2017Q2 20186
Nan Shan Life Insurance Co., Ltd. 310.13%0.62%1.21%Q1 2020Q2 20226
Friedenthal Financial 513.19%3.78%4.59%Q2 2019Q4 20206
Elevated Capital Advisors, LLC 410.12%0.18%0.23%Q2 2020Q1 20226
MKP Capital Management, L.L.C. 310.51%4.76%19.96%Q3 2013Q4 20216
ALTFEST L J & CO INC 660.08%0.18%0.59%Q3 2018Q4 20196
SPOT TRADING L.L.C. 220.00%0.04%0.12%Q2 2017Q3 20176
Edmond de Rothschild (Europe) 660.64%0.84%0.97%Q2 2015Q3 20166
Ironwood Financial, llc 410.00%0.00%0.00%Q4 2014Q3 20216
Freedman Financial Associates, Inc. 660.03%0.03%0.04%Q4 2020Q1 20226
BESSEMER GROUP INC 310.00%0.08%0.20%Q2 2014Q1 20226
K.J. Harrison & Partners Inc 420.12%1.04%2.62%Q1 2019Q3 20206
RFG Advisory, LLC 660.01%0.05%0.07%Q2 2022Q3 20236
Total Clarity Wealth Management, Inc. 210.00%0.15%0.48%Q1 2021Q3 20236
Hudock, Inc. 660.00%0.00%0.00%Q1 2015Q2 20166
Bank Julius Baer & Co. Ltd, Zurich 660.00%0.00%0.00%Q3 2020Q4 20216
Ignite Planners, LLC 660.12%0.23%0.33%Q2 2022Q3 20236
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 666.18%6.98%7.82%Q1 2014Q2 20156
Paragon Wealth Strategies, LLC 423.26%7.92%12.90%Q1 2017Q3 20206
CAROLINAS WEALTH CONSULTING LLC 420.00%0.03%0.05%Q4 2021Q3 20236
Zhang Financial LLC 660.12%0.13%0.14%Q2 2022Q3 20236
Quad-Cities Investment Group, LLC 660.03%0.03%0.04%Q2 2018Q3 20196
Atlas Private Wealth Management, LLC 660.02%0.02%0.03%Q4 2019Q1 20216
PRELUDE CAPITAL MANAGEMENT, LLC 210.00%0.02%0.11%Q1 2015Q1 20226
Polar Asset Management Partners Inc. 210.18%0.39%0.98%Q2 2013Q1 20235
Arlington Capital Management, Inc. 413.79%12.64%16.61%Q2 2019Q4 20215
Providence Capital Advisors, LLC 550.00%0.11%0.17%Q3 2021Q3 20225
SPROTT INC. 410.02%0.03%0.05%Q2 2015Q4 20215
OAK HARBOR WEALTH PARTNERS, LLC 550.01%0.01%0.01%Q4 2021Q4 20225
PacWest Financial Management Inc 550.22%0.50%0.72%Q2 2013Q2 20145
Zullo Investment Group, Inc. 550.00%0.00%0.01%Q4 2021Q4 20225
HNP Capital LLC 550.16%0.19%0.22%Q1 2022Q1 20235
Penserra Capital Management LLC 210.00%0.08%0.27%Q4 2017Q3 20235
Cornerstone Wealth Group, LLC 410.28%0.59%1.34%Q1 2019Q4 20215
United Asset Strategies, Inc. 320.07%0.10%0.14%Q3 2015Q3 20235
LEE DANNER & BASS INC 550.13%0.20%0.27%Q1 2019Q1 20205
CENTRAL TRUST Co 410.00%0.00%0.01%Q2 2013Q1 20185
Strategic Asset Management, LLC 550.03%0.18%0.72%Q3 2021Q3 20225
BlueCrest Capital Management LLP 210.03%0.12%0.20%Q3 2013Q2 20145
EP Wealth Advisors, LLC 410.00%0.01%0.04%Q2 2022Q3 20235
Avior Wealth Management, LLC 550.00%0.00%0.00%Q3 2020Q3 20215
Asset Dedication, LLC 550.00%0.00%0.01%Q4 2015Q4 20165
MONEY CONCEPTS CAPITAL CORP 550.00%0.01%0.04%Q4 2021Q4 20225
MV CAPITAL MANAGEMENT, INC. 550.00%0.00%0.00%Q2 2021Q2 20225
FIRST MANHATTAN CO. LLC. 550.00%0.01%0.05%Q3 2018Q3 20195
Jane Street Holding, LLC 330.00%0.04%0.10%Q2 2013Q4 20135
RWA WEALTH PARTNERS, LLC 310.10%0.31%0.74%Q2 2020Q2 20235
Ameliora Wealth Management Ltd. 550.03%0.04%0.05%Q3 2022Q3 20235
Karp Capital Management Corp 410.88%1.44%1.93%Q1 2019Q4 20205
HCR Wealth Advisors 320.02%0.10%0.15%Q2 2017Q4 20205
PEAK6 Group LLC 110.00%0.00%0.01%Q2 2013Q2 20155
TrinityPoint Wealth, LLC 320.04%0.06%0.09%Q3 2021Q3 20235
WEXFORD CAPITAL LP 110.02%0.61%2.32%Q4 2013Q2 20225
Founders Capital Management 550.02%0.03%0.03%Q1 2017Q1 20185
Cresset Asset Management, LLC 320.00%0.00%0.00%Q4 2018Q1 20215
Arkadios Wealth Advisors 550.00%0.02%0.05%Q4 2020Q4 20215
WESPAC Advisors, LLC 210.44%1.28%2.11%Q1 2019Q4 20215
LOOMIS SAYLES & CO L P 310.00%0.01%0.02%Q2 2013Q1 20165
AVALON CAPITAL MANAGEMENT 410.66%1.12%2.57%Q4 2014Q4 20175
DIALECTIC CAPITAL MANAGEMENT, LP 210.73%1.21%2.06%Q3 2014Q1 20175
CX Institutional 550.04%0.06%0.12%Q3 2022Q3 20235
COOKSON PEIRCE & CO INC 210.01%0.02%0.03%Q1 2020Q3 20235
Leonard Rickey Investment Advisors P.L.L.C. 410.14%0.24%0.31%Q4 2017Q4 20195
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 410.38%0.52%0.72%Q4 2021Q1 20235
Portfolio Strategies, Inc. 210.54%2.43%5.68%Q4 2017Q3 20235
Financial Gravity Asset Management, Inc. 410.00%0.01%0.03%Q1 2018Q4 20195
St. Johns Investment Management Company, LLC 210.02%0.04%0.07%Q3 2017Q2 20235
REGIONS FINANCIAL CORP 550.00%0.00%0.00%Q4 2017Q4 20185
Berkshire Money Management, Inc. 550.49%0.68%1.00%Q4 2020Q4 20215
Mirador Capital Partners LP 410.89%1.01%1.29%Q1 2016Q4 20175
FineMark National Bank & Trust 410.00%0.00%0.01%Q2 2013Q1 20165
TD ASSET MANAGEMENT INC 550.00%0.00%0.00%Q3 2013Q3 20145
MARSHALL WACE, LLP 210.00%0.01%0.04%Q1 2019Q2 20235
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
Elmwood Wealth Management, Inc. 310.00%0.00%0.00%Q1 2018Q1 20204
Capital Investment Advisors, LLC 440.02%0.03%0.05%Q4 2013Q3 20144
CONSOLIDATED CAPITAL MANAGEMENT, LLC 442.95%3.15%3.49%Q1 2021Q4 20214
Snow Park Capital Partners, LP 220.22%1.09%1.98%Q2 2018Q3 20184
American Institute for Advanced Investment Management, LLP 440.20%0.25%0.32%Q2 2021Q1 20224
Clark Capital Management Group, Inc. 440.06%0.13%0.20%Q1 2017Q4 20174
MYCIO WEALTH PARTNERS, LLC 330.00%0.00%0.00%Q2 2019Q4 20194
Anchor Investment Management, LLC 310.00%0.00%0.01%Q4 2017Q4 20234
WealthBridge Capital Management, LLC 220.01%0.09%0.18%Q4 2018Q3 20234
Meridian Wealth Management, LLC 440.12%0.15%0.18%Q2 2021Q1 20224
Visionary Asset Management, Inc. 210.01%0.05%0.09%Q2 2013Q4 20144
Aveo Capital Partners, LLC 310.09%0.39%0.58%Q2 2019Q2 20234
FNY Investment Advisers, LLC 110.00%0.10%0.36%Q3 2018Q3 20234
20/20 Capital Management, Inc. 440.37%1.26%1.65%Q3 2020Q2 20214
Wealth Management Solutions, LLC 440.18%0.70%1.38%Q4 2021Q3 20224
CORA CAPITAL ADVISORS LLC 440.33%0.40%0.45%Q4 2022Q3 20234
Paloma Partners Management Co 110.02%0.07%0.18%Q2 2016Q3 20234
Navigation Wealth Management, Inc. 440.02%0.06%0.17%Q1 2021Q4 20214
SSI INVESTMENT MANAGEMENT LLC 310.02%0.07%0.22%Q3 2015Q2 20184
Independent Portfolio Consultants, Inc. 310.01%0.02%0.04%Q2 2014Q4 20164
HGI Capital Management, LLC 210.98%1.46%2.18%Q1 2018Q2 20204
SHINE INVESTMENT ADVISORY SERVICES INC 440.00%0.00%0.00%Q3 2019Q2 20204
KEELEY ASSET MANAGEMENT CORP 310.02%0.04%0.06%Q4 2013Q4 20144
Alaethes Wealth LLC 440.01%0.02%0.02%Q2 2021Q1 20224
Financial Freedom, LLC 440.05%0.06%0.07%Q4 2022Q3 20234
Ausdal Financial Partners, Inc. 210.08%0.09%0.10%Q4 2015Q4 20174
QVT Financial LP 440.13%0.29%0.72%Q4 2014Q3 20154
FDx Advisors, Inc. 110.01%0.01%0.01%Q2 2017Q4 20214
Waratah Capital Advisors Ltd. 210.02%0.39%1.41%Q2 2018Q2 20234
Heritage Wealth Advisors 442.75%2.89%3.09%Q1 2019Q4 20194
Strategic Wealth Partners, Ltd. 440.75%0.95%1.25%Q1 2021Q4 20214
Ranch Capital Advisors Inc. 440.00%0.14%0.28%Q4 2019Q3 20204
Community Financial Services Group, LLC 440.02%0.02%0.02%Q4 2014Q3 20154
Harel Insurance Investments & Financial Services Ltd. 210.00%0.01%0.01%Q2 2016Q3 20204
BREWIN DOLPHIN LTD 440.00%0.00%0.00%Q4 2017Q3 20184
MURPHY CAPITAL MANAGEMENT INC 440.31%0.48%0.73%Q2 2013Q1 20144
Advisor OS, LLC 440.20%0.25%0.34%Q1 2021Q4 20214
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 210.00%0.02%0.04%Q2 2017Q3 20184
Y.D. More Investments Ltd 440.02%0.02%0.03%Q4 2022Q3 20234
Mirae Asset Global Investments Co., Ltd. 210.00%0.07%0.18%Q4 2015Q3 20204
Independent Advisor Alliance 310.02%0.04%0.05%Q4 2019Q4 20204
TORONTO DOMINION BANK 110.00%0.01%0.03%Q1 2015Q1 20224
WHITENER CAPITAL MANAGEMENT, INC. 220.01%0.01%0.01%Q4 2017Q4 20184
NOMURA ASSET MANAGEMENT CO LTD 310.00%0.01%0.01%Q1 2019Q1 20214
Alpine Global Management, LLC 210.15%0.22%0.34%Q2 2017Q1 20234
HBW ADVISORY SERVICES LLC 210.10%0.21%0.34%Q2 2020Q3 20234
Spectrum Management Group, LLC 210.01%0.12%0.26%Q1 2021Q3 20224
Procyon Advisors, LLC 440.02%0.05%0.07%Q4 2022Q3 20234
WBI INVESTMENTS, LLC 210.01%0.01%0.02%Q1 2014Q1 20164
Q3 Asset Management 210.36%1.00%2.54%Q3 2019Q3 20234
Lombard Odier & Cie (Canada), Limited Partnership 440.02%0.03%0.04%Q4 2013Q3 20144
CHESAPEAKE PARTNERS MANAGEMENT CO INC/MD 440.12%0.30%0.65%Q1 2015Q4 20154
Annex Advisory Services, LLC 440.04%0.06%0.08%Q1 2020Q4 20204
NATIXIS 440.06%0.07%0.10%Q3 2016Q2 20174
CREDIT AGRICOLE S A 220.00%0.00%0.01%Q3 2013Q4 20154
Family Capital Management, Inc. 440.11%0.15%0.19%Q4 2022Q3 20234
Atom Investors LP 210.05%0.19%0.54%Q3 2020Q3 20234
Gruss & Co., LLC 441.13%1.85%2.14%Q2 2013Q1 20144
Balentine LLC 210.00%0.00%0.00%Q1 2021Q3 20234
Mascoma Wealth Management LLC 310.00%0.00%0.00%Q2 2022Q3 20234
FSA Wealth Management LLC 310.03%0.04%0.05%Q4 2019Q4 20204
BROWN ADVISORY INC 440.00%0.00%0.00%Q2 2013Q1 20144
WealthShield Partners, LLC 210.00%0.07%0.10%Q4 2018Q3 20233
IFC Holdings Incorporated/FL 210.03%0.05%0.06%Q2 2013Q4 20173
Vigilant Capital Management, LLC 210.00%0.00%0.00%Q3 2016Q4 20193
DIKER MANAGEMENT LLC 330.62%0.87%1.13%Q2 2015Q4 20153
BLACKROCK ADVISORS LLC 330.02%0.02%0.02%Q1 2015Q3 20153
Connectus Wealth, LLC 210.02%0.05%0.11%Q1 2022Q3 20233
Red Door Wealth Management, LLC 330.13%0.13%0.14%Q2 2021Q4 20213
BAIRD ROBERT W & CO INC /WI/ 330.01%0.01%0.02%Q2 2013Q4 20133
Keebeck Wealth Management, LLC 330.01%0.18%0.29%Q4 2019Q2 20203
ARMSTRONG ADVISORY GROUP, INC 330.00%0.01%0.01%Q4 2022Q2 20233
INTEGRAL DERIVATIVES, LLC 110.01%0.01%0.01%Q1 2014Q3 20153
Catamount Wealth Management 330.02%0.04%0.05%Q2 2017Q4 20173
Tuttle Capital Management, LLC 210.28%1.09%1.70%Q2 2016Q1 20193
Covalent Partners LLC 210.01%0.06%0.17%Q1 2015Q2 20163
Varma Mutual Pension Insurance Co 331.40%1.54%1.67%Q1 2023Q3 20233
Placemark Investments, Inc. 330.00%0.01%0.01%Q2 2014Q4 20143
Capula Management Ltd 110.22%0.40%0.49%Q4 2020Q3 20233
AVANTAX ADVISORY SERVICES, INC. 210.00%0.01%0.01%Q3 2020Q2 20213
Shay Capital LLC 210.03%0.09%0.16%Q1 2022Q4 20223
ACCESS FINANCIAL SERVICES, INC. 330.30%0.34%0.38%Q2 2022Q4 20223
Invesco Ltd. 330.00%0.00%0.00%Q2 2013Q4 20133
TD Waterhouse Canada Inc. 330.00%0.00%0.01%Q4 2021Q2 20223
Lee Financial Co 330.00%0.00%0.00%Q4 2016Q2 20173
QCM Cayman, Ltd. 110.32%0.60%0.95%Q2 2014Q1 20223
Tidal Investments LLC 210.01%0.02%0.02%Q1 2022Q3 20233
New Potomac Partners, LLC 330.36%0.66%1.21%Q4 2017Q2 20183
Eldridge Investment Advisors, Inc. 330.62%1.37%1.82%Q1 2023Q3 20233
BLACKTHORN INVESTMENT GROUP LLC 330.19%0.25%0.36%Q3 2013Q1 20143
NewEdge Wealth, LLC 330.07%0.07%0.08%Q4 2020Q2 20213
Greenwich Wealth Management LLC 330.02%0.02%0.03%Q2 2021Q4 20213
Centric Wealth Management 330.73%0.81%0.96%Q4 2018Q2 20193
BOOTHBAY FUND MANAGEMENT, LLC 210.01%0.02%0.05%Q1 2017Q3 20223
J Arnold Wealth Management Co 330.01%0.01%0.01%Q4 2020Q2 20213
PRINCETON CAPITAL MANAGEMENT LLC 330.07%0.07%0.08%Q2 2021Q4 20213
Ergoteles LLC 210.13%0.31%0.51%Q1 2022Q2 20233
Voya Financial Advisors, Inc. 110.01%0.02%0.02%Q2 2017Q1 20213
Baymount Management LP 212.81%4.85%7.90%Q2 2020Q1 20233
Momentum Advisors, LLC 330.24%0.26%0.27%Q2 2022Q4 20223
Horizon Investments, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
SCHRODER INVESTMENT MANAGEMENT GROUP 330.00%0.00%0.01%Q2 2013Q4 20133
Fusion Investment Group, LLC 330.00%0.11%0.18%Q4 2013Q2 20143
Ruggie Capital Group 330.01%0.01%0.02%Q4 2014Q2 20153
MADISON INVESTMENT HOLDINGS INC 330.02%0.05%0.09%Q1 2019Q3 20193
Ballew Advisors, Inc 330.03%0.05%0.06%Q1 2018Q3 20183
Graticule Asia Macro Advisors LLC 111.92%7.48%17.24%Q1 2015Q4 20163
Diameter Capital Partners LP 214.44%6.11%8.22%Q4 2018Q3 20193
LYELL WEALTH MANAGEMENT, LP 330.03%0.03%0.04%Q1 2023Q3 20233
NEWLAND CAPITAL MANAGEMENT, LLC 330.75%2.26%4.31%Q4 2014Q2 20153
IPG Investment Advisors LLC 110.08%0.13%0.20%Q3 2014Q4 20213
Waverly Advisors, LLC 330.00%0.01%0.01%Q2 2014Q4 20143
Column Capital Advisors, LLC 330.01%0.01%0.01%Q3 2021Q1 20223
HARVEST VOLATILITY MANAGEMENT LLC 330.40%0.52%0.58%Q4 2020Q2 20213
Executive Wealth Management, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Camarda Financial Advisors, LLC 210.01%0.10%0.14%Q3 2015Q2 20163
Pinnacle Summer Investments, Inc. 330.00%0.00%0.00%Q3 2013Q1 20143
Keudell/Morrison Wealth Management 210.07%0.08%0.09%Q4 2021Q3 20233
Headlands Technologies LLC 330.02%0.11%0.20%Q4 2022Q2 20233
Resurgent Financial Advisors LLC 210.07%0.12%0.17%Q1 2022Q4 20223
THOMPSON INVESTMENT MANAGEMENT, INC. 330.01%0.01%0.01%Q1 2023Q3 20233
Empowered Funds, LLC 210.15%0.16%0.18%Q2 2021Q3 20233
EMG Holdings, L.P. 211.40%1.68%1.93%Q4 2022Q3 20233
Advocacy Wealth Management Services, LLC 330.00%0.01%0.01%Q4 2015Q2 20163
Integrated Advisors Network LLC 210.05%0.08%0.15%Q1 2021Q4 20213
Outlook Wealth Advisors, LLC 330.71%0.74%0.76%Q1 2023Q3 20233
Paradigm Financial Partners, LLC 210.09%0.18%0.23%Q2 2019Q3 20213
Tipp Hill Capital Management LLC 335.03%5.18%5.29%Q4 2014Q2 20153
Bell Rock Capital LLC 330.04%0.04%0.05%Q4 2017Q2 20183
WESBANCO BANK INC 330.01%0.01%0.02%Q3 2017Q1 20183
CAXTON ASSOCIATES LP 110.30%0.76%1.20%Q4 2013Q1 20183
Impala Asset Management LLC 221.58%2.07%2.47%Q2 2014Q3 20143
Equitable Holdings, Inc. 210.01%0.01%0.02%Q4 2021Q3 20233
Caerus Global Investors LLC 331.71%3.28%5.03%Q4 2014Q2 20153
Simplicity Solutions, LLC 210.02%0.04%0.05%Q1 2017Q4 20193
DUNCKER STREETT & CO INC 330.01%0.01%0.01%Q4 2015Q2 20163
1832 Asset Management L.P. 210.00%0.02%0.04%Q4 2017Q4 20183
PICTET ASSET MANAGEMENT LTD 220.00%0.02%0.03%Q1 2021Q2 20213
Bayesian Capital Management, LP 210.05%0.11%0.21%Q4 2020Q2 20223
Continuum Advisory, LLC 330.06%0.06%0.06%Q4 2022Q2 20233
Corient Capital Partners, LLC 330.02%0.02%0.02%Q1 2021Q3 20213
Flagship Private Wealth, LLC 330.02%0.02%0.02%Q4 2020Q2 20213
Pekin Hardy Strauss, Inc. 330.11%0.17%0.21%Q2 2020Q4 20203
GTS SECURITIES LLC 110.01%0.01%0.03%Q3 2023Q3 20233
Laurel Wealth Advisors LLC 330.00%0.00%0.00%Q4 2020Q2 20213
PINNBROOK CAPITAL MANAGEMENT LP 211.15%1.27%1.43%Q3 2022Q2 20233
Trilogy Capital Inc. 330.00%0.00%0.00%Q1 2018Q3 20183
Northstar Advisory Group, LLC 110.38%0.63%1.12%Q4 2020Q1 20233
Partnervest Advisory Services LLC 330.01%0.01%0.01%Q2 2013Q4 20133
Madison Asset Management, LLC 210.02%0.05%0.07%Q4 2019Q4 20203
Elgethun Capital Management 210.01%0.03%0.04%Q4 2016Q3 20233
Cornerstone Financial Partners, LLC 210.11%0.36%0.81%Q2 2016Q1 20173
Interchange Capital Partners, LLC 110.12%0.16%0.21%Q4 2020Q4 20212
Y-Intercept (Hong Kong) Ltd 110.06%0.08%0.11%Q1 2022Q3 20232
NORTHERN TRUST CORP 110.00%0.00%0.00%Q2 2021Q4 20212
Capital Analysts, LLC 110.00%0.00%0.00%Q4 2012Q4 20222
COWEN AND COMPANY, LLC 220.94%1.01%1.08%Q2 2021Q3 20212
GLG Partners LP 110.01%0.02%0.02%Q4 2014Q3 20152
Fulcrum Equity Management 110.96%1.43%1.90%Q2 2021Q2 20232
UBS OCONNOR LLC 110.00%0.04%0.08%Q4 2013Q4 20132
Robbins Farley 110.01%0.01%0.01%Q3 2021Q1 20222
American Financial Network Advisory Services LLC 220.00%0.00%0.01%Q3 2017Q4 20172
LUMINUS MANAGEMENT LLC 110.13%0.33%0.54%Q4 2018Q1 20202
TUDOR INVESTMENT CORP ET AL 220.00%0.05%0.10%Q2 2023Q3 20232
Raab & Moskowitz Asset Management LLC 110.00%0.00%0.00%Q3 2018Q4 20192
ARGONAUT CAPITAL MANAGEMENT CORP 221.40%1.58%1.75%Q2 2015Q3 20152
TECTONIC ADVISORS LLC 220.00%0.00%0.00%Q3 2021Q4 20212
North Star Investment Management Corp. 220.03%0.03%0.03%Q1 2014Q2 20142
Lorber David A 221.63%1.87%2.10%Q3 2015Q4 20152
Private Ocean, LLC 220.01%0.01%0.01%Q1 2018Q2 20182
USCA RIA LLC 110.06%0.06%0.06%Q1 2019Q2 20212
Cavalier Investments, LLC 111.35%1.51%1.68%Q3 2015Q3 20172
LaFleur & Godfrey LLC 220.10%0.12%0.14%Q3 2020Q4 20202
Islet Management, LP 222.24%2.32%2.39%Q4 2018Q1 20192
Gary Goldberg Planning Services Inc 110.00%0.00%0.00%Q1 2014Q4 20142
Fiduciary Planning LLC 220.01%1.65%3.30%Q4 2020Q1 20212
CenterStar Asset Management, LLC 110.02%0.04%0.07%Q4 2020Q4 20202
Columbus Macro, LLC 110.27%0.28%0.28%Q1 2021Q4 20212
XR Securities LLC 110.11%0.16%0.20%Q1 2019Q1 20202
TRUEWEALTH LLC 220.03%0.03%0.04%Q1 2020Q2 20202
Vontobel Holding Ltd. 220.00%0.00%0.00%Q2 2021Q3 20212
Hudson Bay Capital Management LP 220.01%0.01%0.01%Q2 2018Q3 20182
WMG Financial Advisors, LLC 220.18%0.23%0.28%Q4 2021Q1 20222
Fortitude Advisory Group L.L.C. 220.00%0.00%0.00%Q4 2021Q1 20222
Perigon Wealth Management, LLC 110.01%0.01%0.01%Q4 2016Q4 20202
EverSource Wealth Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Zurcher Kantonalbank (Zurich Cantonalbank) 110.05%0.07%0.09%Q1 2017Q4 20172
Peoples Bank/KS 220.01%0.01%0.01%Q3 2023Q4 20232
Hollow Brook Wealth Management LLC 221.27%1.65%2.04%Q1 2015Q2 20152
Ironsides Asset Advisors, LLC 220.13%0.13%0.14%Q3 2019Q4 20192
Intersect Capital LLC 220.02%0.02%0.02%Q4 2014Q1 20152
Strategic Capital Alternatives LLC 110.00%0.00%0.00%Q3 2014Q3 20152
HAZLETT, BURT & WATSON, INC. 220.01%0.01%0.01%Q2 2023Q3 20232
Tarbox Family Office, Inc. 220.01%0.01%0.01%Q3 2021Q4 20212
Blueshift Asset Management, LLC 110.04%0.04%0.05%Q2 2021Q2 20222
EverPoint Asset Management, LLC 110.03%0.03%0.03%Q2 2014Q3 20162
Guild Investment Management, Inc. 111.47%2.21%2.96%Q3 2013Q1 20152
Kirkoswald Asset Management LLC 222.64%9.15%15.66%Q2 2023Q3 20232
WEBSTER BANK, N. A. 110.00%0.00%0.01%Q4 2016Q4 20172
PointState Capital LP 110.15%0.44%0.74%Q1 2015Q1 20192
Jupiter Wealth Management LLC 222.43%2.61%2.79%Q1 2020Q2 20202
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
RAYMOND JAMES TRUST N.A. 220.01%0.01%0.01%Q2 2023Q3 20232
MKD WEALTH COACHES, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
FNY Partners Fund LP 220.00%0.05%0.09%Q4 2016Q1 20172
Eagle Bay Advisors LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Tradeworx Inc. 220.11%0.19%0.28%Q1 2013Q2 20132
Ford Financial Group, LLC 110.01%0.01%0.01%Q2 2021Q4 20212
SPHERA FUNDS MANAGEMENT LTD. 110.22%0.46%0.71%Q4 2013Q1 20152
PINNACLE FINANCIAL PARTNERS INC 110.00%0.00%0.00%Q1 2018Q3 20182
Walleye Capital LLC 110.01%0.02%0.04%Q1 2021Q3 20212
DB Wealth Management Group, LLC 220.01%0.14%0.26%Q2 2023Q3 20232
Intrua Financial, LLC 221.54%1.65%1.76%Q2 2020Q3 20202
Sculptor Capital LP 220.34%0.36%0.39%Q3 2019Q4 20192
Brinker Capital Investments, LLC 220.00%0.00%0.00%Q3 2019Q4 20192
E&G Advisors, LP 220.14%0.14%0.15%Q3 2015Q4 20152
CANADA PENSION PLAN INVESTMENT BOARD 220.05%0.05%0.06%Q2 2021Q3 20212
INSIGHT 2811, INC. 220.35%0.39%0.42%Q2 2013Q3 20132
Beaumont Financial Advisors, LLC 220.03%0.03%0.03%Q1 2023Q2 20232
HL FINANCIAL SERVICES LLC 220.09%0.09%0.09%Q2 2015Q3 20152
Darwin Wealth Management, LLC 110.00%0.02%0.04%Q1 2020Q1 20212
Resource Management, LLC 220.03%0.04%0.04%Q3 2020Q4 20202
HARBOR INVESTMENT ADVISORY, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Oxinas Partners Wealth Management LLC 220.28%0.30%0.31%Q1 2023Q2 20232
PATHSTONE FAMILY OFFICE, LLC 110.01%0.02%0.02%Q2 2013Q3 20232
BEACON TRUST CO 220.25%0.27%0.29%Q4 2013Q1 20142
ZWJ INVESTMENT COUNSEL INC 220.02%0.02%0.02%Q1 2017Q2 20172
NexWave Capital Partners LLC 220.69%1.27%1.85%Q2 2020Q3 20202
Impact Partnership Wealth, LLC 220.00%0.01%0.02%Q2 2023Q3 20232
Madden Advisory Services, Inc. 220.05%0.05%0.06%Q2 2013Q3 20132
Manchester Capital Management LLC 220.03%0.03%0.03%Q2 2023Q3 20232
Sepio Capital, LP 110.06%0.07%0.08%Q1 2019Q3 20202
AXXCESS WEALTH MANAGEMENT, LLC 110.09%0.64%1.18%Q4 2021Q3 20232
Claraphi Advisory Network, LLC 110.00%0.01%0.01%Q3 2019Q1 20202
Trust Co 220.01%0.01%0.01%Q2 2016Q3 20162
KINGS POINT CAPITAL MANAGEMENT 220.02%0.02%0.02%Q3 2015Q4 20152
Country Club Trust Company, n.a. 110.03%0.06%0.09%Q2 2013Q1 20142
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
INVESTMENT CENTERS OF AMERICA INC 220.02%0.02%0.02%Q2 2017Q3 20172
Summit Financial, LLC 220.05%0.06%0.06%Q2 2023Q3 20232
Gupta Wealth Management LLC 110.01%0.01%0.01%Q2 2015Q1 20162
LOWERY THOMAS, LLC 221.28%1.44%1.59%Q4 2021Q1 20222
YARGER WEALTH STRATEGIES, LLC 220.28%0.32%0.36%Q4 2021Q1 20222
Vahanian & Associates Financial Planning Inc. 220.71%0.81%0.91%Q4 2021Q1 20222
FrontFour Capital Group LLC 221.64%1.84%2.03%Q3 2015Q4 20152
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
JT Stratford LLC 220.15%0.15%0.16%Q3 2021Q4 20212
Hanlon Investment Management, Inc. 220.14%0.16%0.18%Q1 2023Q2 20232
EPG Wealth Management LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Beaumont Financial Partners, LLC 110.02%0.18%0.34%Q3 2017Q3 20212
Planned Solutions, Inc. 220.03%0.03%0.04%Q3 2020Q4 20202
FOCUS Wealth Advisors, LLC 222.90%3.00%3.10%Q2 2023Q3 20232
Perella Weinberg Partners Capital Management LP 220.30%0.39%0.48%Q3 2013Q4 20132
Almanack Investment Partners, LLC. 110.01%0.06%0.12%Q3 2019Q3 20222
GSA CAPITAL PARTNERS LLP 220.16%0.16%0.16%Q2 2023Q3 20232
Financial Sense Advisors, Inc. 220.11%0.12%0.13%Q1 2015Q2 20152
Main Management Fund Advisors LLC 224.35%5.75%7.16%Q2 2022Q3 20222
OneDigital Investment Advisors LLC 110.00%0.00%0.01%Q4 2018Q2 20232
Stratos Wealth Advisors, LLC 220.02%0.02%0.02%Q1 2023Q2 20232
STIFEL NICOLAUS & CO INC \MO\ 220.02%0.03%0.04%Q2 2013Q3 20132
ANGELES WEALTH MANAGEMENT, LLC 110.00%0.00%0.01%Q1 2022Q3 20222
Mount Lucas Management LP 220.83%1.02%1.22%Q4 2018Q1 20192
West Tower Group, LLC 220.04%0.08%0.12%Q2 2023Q3 20232
Atlas Private Wealth Advisors 110.00%0.01%0.01%Q2 2020Q1 20212
Freedom Investment Management, Inc. 220.03%0.15%0.26%Q3 2019Q4 20192
Somerset Group LLC 220.85%1.56%2.27%Q2 2013Q3 20132
Pine River Capital Management L.P. 110.10%0.30%0.51%Q4 2013Q1 20152
Banco Santander, S.A. 220.01%0.01%0.01%Q4 2021Q1 20222
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
SEAVIEW INVESTMENT MANAGERS LLC 220.65%0.65%0.66%Q2 2023Q3 20232
Veritable, L.P. 110.00%0.00%0.01%Q1 2013Q4 20132
PRICE T ROWE ASSOCIATES INC /MD/ 110.00%0.01%0.01%Q2 2022Q3 20232
FIFTH THIRD SECURITIES, INC. 220.08%0.08%0.08%Q3 2021Q4 20212
ELEMENT CAPITAL MANAGEMENT LLC 223.20%3.30%3.40%Q2 2020Q3 20202
Fortress Investment Group LLC 220.47%0.51%0.55%Q2 2014Q3 20142
Cheyne Capital Management (UK) LLP 110.17%0.66%1.15%Q2 2014Q4 20142
BBR PARTNERS, LLC 220.02%0.03%0.03%Q1 2023Q2 20232
SpiderRock Advisors, LLC 110.01%0.01%0.01%Q3 2017Q3 20172
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 220.02%0.02%0.02%Q4 2021Q1 20222
Gallagher Fiduciary Advisors, LLC 220.04%0.04%0.04%Q1 2023Q2 20232
Bullseye Investment Management, LLC 220.30%0.31%0.32%Q4 2021Q1 20222
Farther Finance Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Regal Wealth Group, Inc. 220.00%0.00%0.00%Q3 2020Q4 20202
Carmichael Hill & Associates, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
BEL AIR INVESTMENT ADVISORS LLC 220.07%0.07%0.07%Q2 2013Q3 20132
CHURCHILL MANAGEMENT Corp 223.58%3.71%3.84%Q1 2015Q2 20152
Tradewinds Capital Management, LLC 220.00%0.00%0.00%Q1 2014Q2 20142
EDMOND DE ROTHSCHILD (SUISSE) S.A. 220.02%0.02%0.02%Q3 2015Q4 20152
Sterling Capital Management LLC 110.03%0.03%0.03%Q2 2013Q2 20131
MAPLE SECURITIES USA INC 110.47%0.47%0.47%Q2 2015Q2 20151
Wealthspire Advisors, L.P. 110.00%0.00%0.00%Q1 2018Q1 20181
JMAC ENTERPRISES LLC 110.58%0.58%0.58%Q3 2023Q3 20231
Lido Advisors, LLC 110.12%0.12%0.12%Q4 2016Q4 20161
Maven Securities LTD 110.01%0.01%0.01%Q3 2023Q3 20231
COASTLAND CAPITAL LLC 110.01%0.01%0.01%Q3 2015Q3 20151
VAN ECK ASSOCIATES CORP 110.00%0.00%0.00%Q2 2016Q2 20161
Danda Trouve Investment Management, Inc. 110.16%0.16%0.16%Q4 2021Q4 20211
L & S Advisors Inc 110.16%0.16%0.16%Q2 2013Q2 20131
First Horizon Advisors, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
Gordian Capital Singapore Pte Ltd 110.00%0.00%0.00%Q2 2022Q2 20221
CATAPULT CAPITAL MANAGEMENT LLC 110.56%0.56%0.56%Q2 2014Q2 20141
Granite Point Capital Management, L.P. 112.13%2.13%2.13%Q4 2018Q4 20181
BlueMar Capital Management, LLC 111.28%1.28%1.28%Q2 2016Q2 20161
ADVANTAGE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
IEQ CAPITAL, LLC 110.04%0.04%0.04%Q3 2021Q3 20211
North Fourth Asset Management, LP 110.52%0.52%0.52%Q2 2021Q2 20211
SAGE FINANCIAL GROUP INC 110.09%0.09%0.09%Q4 2021Q4 20211
Crescent Grove Advisors, LLC 110.20%0.20%0.20%Q2 2021Q2 20211
PICTON MAHONEY ASSET MANAGEMENT 110.22%0.22%0.22%Q3 2015Q3 20151
Bank Pictet & Cie (Europe) AG 110.53%0.53%0.53%Q1 2015Q1 20151
Bluefin Trading, LLC 110.23%0.23%0.23%Q3 2013Q3 20131
SOCIETE GENERALE 110.05%0.05%0.05%Q2 2016Q2 20161
ROWLAND CARMICHAEL ADVISORS INC /ADV 110.00%0.00%0.00%Q4 2020Q4 20201
DELTEC ASSET MANAGEMENT LLC 110.12%0.12%0.12%Q2 2015Q2 20151
Legacy Capital Partners, Inc. 110.10%0.10%0.10%Q3 2020Q3 20201
NWI MANAGEMENT LP 110.08%0.08%0.08%Q4 2019Q4 20191
Edge Wealth Management LLC 110.00%0.00%0.00%Q3 2020Q3 20201
PrairieView Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Trellus Management Company, LLC 110.39%0.39%0.39%Q2 2013Q2 20131
Hexagon Capital Partners LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Amici Capital, LLC 110.04%0.04%0.04%Q2 2014Q2 20141
OAKMONT Corp 1111.40%11.40%11.40%Q4 2016Q4 20161
Moors & Cabot, Inc. 110.06%0.06%0.06%Q3 2015Q3 20151
ARROWGRASS CAPITAL PARTNERS (US) LP 110.08%0.08%0.08%Q4 2018Q4 20181
Faithward Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
OneAscent Financial Services LLC 110.12%0.12%0.12%Q3 2023Q3 20231
Eudaimonia Partners, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Ballentine Partners, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Glenview Trust Co 110.01%0.01%0.01%Q4 2021Q4 20211
Capital CS Group, LLC 111.35%1.35%1.35%Q1 2023Q1 20231
LEVEL FOUR ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Jump Trading, LLC 110.00%0.00%0.00%Q3 2014Q3 20141
Pettinga Financial Advisors LLC 110.11%0.11%0.11%Q2 2021Q2 20211
PICTET ASSET MANAGEMENT SA 110.02%0.02%0.02%Q3 2021Q3 20211
Lake Hills Wealth Management, LLC 111.58%1.58%1.58%Q4 2021Q4 20211
JACKSON SQUARE CAPITAL, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Clearwater Capital Advisors, LLC 110.02%0.02%0.02%Q1 2018Q1 20181
Valentine Capital Asset Management, Inc. 110.48%0.48%0.48%Q4 2012Q4 20121
Lynwood Capital Management Inc. 110.29%0.29%0.29%Q1 2023Q1 20231
COMMERZBANK AKTIENGESELLSCHAFT /FI 110.01%0.01%0.01%Q4 2013Q4 20131
Wells Financial Advisors INC 110.13%0.13%0.13%Q4 2021Q4 20211
Global Financial Private Capital, Inc 110.02%0.02%0.02%Q3 2017Q3 20171
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q3 2015Q3 20151
BUCKINGHAM CAPITAL MANAGEMENT INC 111.38%1.38%1.38%Q3 2019Q3 20191
Astoria Portfolio Advisors LLC. 110.45%0.45%0.45%Q4 2021Q4 20211
Gallagher Benefit Services, Inc. 110.10%0.10%0.10%Q4 2022Q4 20221
Crosspoint Capital Strategies, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
First Capital Advisors Group, LLC. 110.02%0.02%0.02%Q1 2018Q1 20181
Blueprint Investment Partners LLC 110.16%0.16%0.16%Q2 2023Q2 20231
EdgeRock Capital LLC 110.03%0.03%0.03%Q3 2022Q3 20221
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Milestone Advisory Partners 111.93%1.93%1.93%Q4 2017Q4 20171
Soros Fund Management 110.24%0.24%0.24%Q2 2013Q2 20131
MPAM CREDIT TRADING PARTNERS L.P. 112.00%2.00%2.00%Q1 2015Q1 20151
PEAK FINANCIAL ADVISORS LLC 112.43%2.43%2.43%Q4 2021Q4 20211
Connacht Asset Management LP 110.54%0.54%0.54%Q2 2023Q2 20231
OKABENA INVESTMENT SERVICES INC 110.01%0.01%0.01%Q1 2023Q1 20231
Colony Family Offices, LLC 110.03%0.03%0.03%Q1 2023Q1 20231
MAPLELANE CAPITAL, LLC 110.91%0.91%0.91%Q3 2023Q3 20231
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 110.15%0.15%0.15%Q2 2020Q2 20201
COBIZ WEALTH, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Passaic Partners LLC 111.18%1.18%1.18%Q3 2022Q3 20221
BigSur Wealth Management LLC 110.27%0.27%0.27%Q2 2023Q2 20231
TCI Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2017Q4 20171
Edgestream Partners, L.P. 110.02%0.02%0.02%Q3 2023Q3 20231
RUSH ISLAND MANAGEMENT, LP 112.74%2.74%2.74%Q2 2021Q2 20211
SAC Capital Advisors LP 110.03%0.03%0.03%Q4 2013Q4 20131
Ancora Advisors LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Trek Financial, LLC 110.20%0.20%0.20%Q4 2021Q4 20211
BANK OF NOVA SCOTIA TRUST CO 110.00%0.00%0.00%Q3 2015Q3 20151
Hefren-Tillotson, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
SURIENCE PRIVATE WEALTH LLC 1119.16%19.16%19.16%Q2 2023Q2 20231
Bramshill Investments, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
SUMITOMO MITSUI FINANCIAL GROUP, INC. 110.66%0.66%0.66%Q2 2023Q2 20231
GLG LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Amtrust Financial Services, Inc. 110.27%0.27%0.27%Q2 2018Q2 20181
LINCOLN NATIONAL CORP 110.01%0.01%0.01%Q4 2021Q4 20211
Vestmark Advisory Solutions, Inc. 110.07%0.07%0.07%Q2 2023Q2 20231
NVWM, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
RMR Wealth Builders 110.00%0.00%0.00%Q1 2021Q1 20211
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Visium Asset Management, LP 110.01%0.01%0.01%Q4 2015Q4 20151
Winch Advisory Services, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
Marshall Wace North America L.P. 110.05%0.05%0.05%Q3 2020Q3 20201
Garde Capital, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
KESTRA PRIVATE WEALTH SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
DSC Advisors, L.P. 110.02%0.02%0.02%Q2 2013Q2 20131
Cornerstone Wealth Management, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Aris Wealth Services, Inc. 110.01%0.01%0.01%Q1 2015Q1 20151
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
NEW SOUTH CAPITAL MANAGEMENT INC 110.04%0.04%0.04%Q4 2022Q4 20221
Atika Capital Management LLC 111.46%1.46%1.46%Q4 2021Q4 20211
TOWNSQUARE CAPITAL LLC 110.00%0.00%0.00%Q2 2023Q2 20231
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.09%0.09%0.09%Q1 2020Q1 20201
E Fund Management (Hong Kong) Co., Ltd. 110.05%0.05%0.05%Q4 2020Q4 20201
CAHILL FINANCIAL ADVISORS INC 110.01%0.01%0.01%Q3 2021Q3 20211
PIERSHALE FINANCIAL GROUP, INC. 110.01%0.01%0.01%Q4 2015Q4 20151
Congress Wealth Management LLC / DE / 110.02%0.02%0.02%Q4 2021Q4 20211
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 110.03%0.03%0.03%Q2 2015Q2 20151
Horizon Family Wealth, Inc. 110.24%0.24%0.24%Q4 2021Q4 20211
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Legacy Capital Group California, Inc. 110.23%0.23%0.23%Q2 2023Q2 20231
BRINKER CAPITAL INC 111.47%1.47%1.47%Q4 2015Q4 20151
CANTOR FITZGERALD, L. P. 110.26%0.26%0.26%Q1 2022Q1 20221
Ahrens Investment Partners LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Nokota Management, LP 110.54%0.54%0.54%Q1 2019Q1 20191
PSI Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
EMERGING SOVEREIGN GROUP LLC 110.34%0.34%0.34%Q3 2013Q3 20131
IFG Advisory, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Odey Asset Management Group Ltd 110.04%0.04%0.04%Q2 2013Q2 20131
Carlson Capital Management 110.02%0.02%0.02%Q4 2021Q4 20211
Beaird Harris Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
EA Series Trust 110.15%0.15%0.15%Q2 2023Q2 20231
Quantum Capital Management, LLC / NJ 110.02%0.02%0.02%Q3 2023Q3 20231
Bruderman Asset Management, LLC 110.01%0.01%0.01%Q3 2015Q3 20151
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 110.19%0.19%0.19%Q4 2019Q4 20191
F&C Asset Management plc 110.18%0.18%0.18%Q3 2013Q3 20131
SEI INVESTMENTS CO 110.00%0.00%0.00%Q1 2016Q1 20161
LEAVELL INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q2 2010Q2 20101
BlackDiamond Wealth Management, LLC 110.30%0.30%0.30%Q4 2021Q4 20211
CFM WEALTH PARTNERS LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Larson Financial Group LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Alyeska Investment Group, L.P. 110.04%0.04%0.04%Q2 2019Q2 20191
Carnegie Capital Asset Management, LLC 110.02%0.02%0.02%Q1 2018Q1 20181
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Purus Wealth Management, LLC 110.18%0.18%0.18%Q4 2021Q4 20211
Meiji Yasuda Life Insurance Co 110.22%0.22%0.22%Q3 2016Q3 20161
Omega Advisors Inc. 110.35%0.35%0.35%Q2 2015Q2 20151
Kepos Capital LP 110.19%0.19%0.19%Q1 2019Q1 20191
Crumly & Associates Inc. 110.09%0.09%0.09%Q2 2023Q2 20231
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Fortis Group Advisors, LLC 110.29%0.29%0.29%Q2 2023Q2 20231
AlphaCore Capital LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Summit X, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Renaissance Investment Group LLC 110.07%0.07%0.07%Q3 2020Q3 20201
Householder Group Estate & Retirement Specialist, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Tradition Wealth Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Jabre Capital Partners S.A. 110.19%0.19%0.19%Q4 2013Q4 20131
WJ Interests, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Tilden Park Management I LLC 1116.61%16.61%16.61%Q1 2019Q1 20191
FIDUCIARY TRUST INTERNATIONAL LLC 110.06%0.06%0.06%Q4 2013Q4 20131
LEVIN CAPITAL STRATEGIES, L.P. 110.01%0.01%0.01%Q3 2013Q3 20131
CETERA INVESTMENT MANAGEMENT LLC 110.74%0.74%0.74%Q4 2015Q4 20151
SeaBridge Investment Advisors LLC 110.08%0.08%0.08%Q1 2017Q1 20171
DUALITY ADVISERS, LP 110.15%0.15%0.15%Q4 2020Q4 20201
NBC SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
tru Independence LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Elm Ridge Management, LLC 110.04%0.04%0.04%Q2 2013Q2 20131
Hunting Hill Global Capital, LLC 110.27%0.27%0.27%Q2 2023Q2 20231
Conversant Capital LLC 117.43%7.43%7.43%Q2 2023Q2 20231
EnTrustPermal Management LLC 111.89%1.89%1.89%Q2 2013Q2 20131
WOODWARD DIVERSIFIED CAPITAL, LLC 110.12%0.12%0.12%Q4 2021Q4 20211
AXS Investments LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Bridgeworth, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Gerry Farber, LLC 111.32%1.32%1.32%Q4 2013Q4 20131
INTEGRAL INVESTMENT ADVISORS, INC. 110.79%0.79%0.79%Q3 2022Q3 20221
Smith & Howard Wealth Management, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
STEEL GROVE CAPITAL ADVISORS, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Institute for Wealth Management, LLC. 110.02%0.02%0.02%Q4 2019Q4 20191
BBT Capital Management, LLC 110.23%0.23%0.23%Q2 2014Q2 20141
Precision Wealth Strategies, LLC 110.35%0.35%0.35%Q3 2023Q3 20231
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Mariner Wealth Advisors-NYC, LLC 110.02%0.02%0.02%Q1 2015Q1 20151
SevenBridge Financial Group, LLC 110.38%0.38%0.38%Q4 2021Q4 20211
Proficio Capital Partners LLC 110.09%0.09%0.09%Q4 2021Q4 20211
ACG Wealth 110.01%0.01%0.01%Q2 2022Q2 20221
Prime Capital Investment Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Financial Advantage, Inc. 110.00%0.00%0.00%Q1 2015Q1 20151
Stone House Investment Management, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Harvest Investment Services, LLC 110.13%0.13%0.13%Q3 2019Q3 20191
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q2 2013Q2 20131
GENWORTH FINANCIAL INC 110.87%0.87%0.87%Q2 2013Q2 20131
BANQUE PICTET & CIE SA 110.00%0.00%0.00%Q2 2021Q2 20211
Aurora Private Wealth, Inc. 110.10%0.10%0.10%Q4 2019Q4 20191
USA FINANCIAL FORMULAS 110.21%0.21%0.21%Q3 2017Q3 20171
Financial Gravity Companies, Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
Grove Bank & Trust 110.00%0.00%0.00%Q3 2023Q3 20231
Robertson Stephens Wealth Management, LLC 110.23%0.23%0.23%Q3 2023Q3 20231
Lakewood Asset Management LLC 110.07%0.07%0.07%Q4 2022Q4 20221
SUMIT CAPITAL, LLC 111.27%1.27%1.27%Q2 2014Q2 20141
SG Capital Management LLC 110.94%0.94%0.94%Q1 2021Q1 20211
Integrated Wealth Concepts LLC 110.01%0.01%0.01%Q4 2021Q4 20211
ZACKS INVESTMENT MANAGEMENT 110.01%0.01%0.01%Q1 2015Q1 20151
Black Swift Group, LLC 110.77%0.77%0.77%Q1 2020Q1 20201
Centiva Capital, LP 110.19%0.19%0.19%Q2 2023Q2 20231
DISCOVERY CAPITAL MANAGEMENT, LLC / CT 110.49%0.49%0.49%Q2 2013Q2 20131
Lighthouse Investment Partners, LLC 110.18%0.18%0.18%Q2 2023Q2 20231
CAERUS INVESTORS, LLC 110.39%0.39%0.39%Q4 2018Q4 20181
Cornerstone Advisory, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Howard Capital Management Inc. 110.85%0.85%0.85%Q1 2018Q1 20181
RUSSELL FRANK CO/ 110.00%0.00%0.00%Q2 2015Q2 20151
Crawford Lake Capital Management, LLC 110.05%0.05%0.05%Q4 2018Q4 20181
PFG Advisors 110.02%0.02%0.02%Q3 2023Q3 20231
Optiver Holding B.V. 110.00%0.00%0.00%Q2 2021Q2 20211
MID CONTINENT CAPITAL LLC/IL 110.09%0.09%0.09%Q3 2015Q3 20151
Advisory Alpha, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Wakefield Asset Management LLLP 110.31%0.31%0.31%Q4 2018Q4 20181
Sovarnum Capital L.P. 110.38%0.38%0.38%Q3 2019Q3 20191
Summit Trail Advisors, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Baker Avenue Asset Management, LP 110.09%0.09%0.09%Q3 2023Q3 20231
Opal Wealth Advisors, LLC 110.18%0.18%0.18%Q2 2022Q2 20221
SYMPHONY ASSET MANAGEMENT LLC 110.26%0.26%0.26%Q2 2013Q2 20131
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
BOSTON FAMILY OFFICE LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Truvestments Capital LLC 110.00%0.00%0.00%Q3 2018Q3 20181
PACIFIC CAPITAL WEALTH ADVISORS, INC 110.03%0.03%0.03%Q3 2020Q3 20201
Leucadia National 110.03%0.03%0.03%Q3 2023Q3 20231
Client First Capital LLC 112.89%2.89%2.89%Q1 2022Q1 20221
COURIER CAPITAL LLC 110.05%0.05%0.05%Q2 2023Q2 20231
FAIRFIELD, BUSH & CO. 110.00%0.00%0.00%Q2 2022Q2 20221
MARK SHEPTOFF FINANCIAL PLANNING, LLC 110.01%0.01%0.01%Q1 2014Q1 20141
Rothschild Capital Partners, LLC 111.15%1.15%1.15%Q3 2016Q3 20161
PACIFIC SUN FINANCIAL CORP 111.02%1.02%1.02%Q4 2017Q4 20171
ICA Group Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Marathon Trading Investment Management LLC 110.03%0.03%0.03%Q2 2013Q2 20131
Plaisance Capital LLC 111.00%1.00%1.00%Q1 2022Q1 20221
Coston, McIsaac & Partners 110.00%0.00%0.00%Q1 2023Q1 20231
Heritage Wealth Partners, LLC 111.51%1.51%1.51%Q4 2022Q4 20221
CNB Bank 110.01%0.01%0.01%Q1 2023Q1 20231
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q1 2015Q1 20151
Delta Investment Management, LLC 110.17%0.17%0.17%Q3 2019Q3 20191
Trinity Financial Advisors LLC 110.26%0.26%0.26%Q4 2021Q4 20211
BFSG, LLC 110.13%0.13%0.13%Q3 2020Q3 20201
Weaver Consulting Group 110.00%0.00%0.00%Q1 2020Q1 20201
D L CARLSON INVESTMENT GROUP INC 110.37%0.37%0.37%Q1 2014Q1 20141
Stevens First Principles Investment Advisors 111.69%1.69%1.69%Q3 2016Q3 20161
DRIVE WEALTH MANAGEMENT, LLC 110.46%0.46%0.46%Q4 2021Q4 20211
Gladstone Institutional Advisory LLC 110.50%0.50%0.50%Q2 2023Q2 20231
Prospera Financial Services Inc 110.00%0.00%0.00%Q1 2022Q1 20221
Alpine Group USVI, LLC 110.16%0.16%0.16%Q2 2017Q2 20171
SG3 Management, LLC 110.06%0.06%0.06%Q2 2022Q2 20221
Legend Financial Advisors, Inc. 110.92%0.92%0.92%Q4 2019Q4 20191
Long Pond Capital 111.64%1.64%1.64%Q2 2016Q2 20161
SYM FINANCIAL Corp 110.00%0.00%0.00%Q4 2022Q4 20221
Bogart Wealth, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
ASCEND CAPITAL, LLC 110.82%0.82%0.82%Q4 2014Q4 20141
TRAIN BABCOCK ADVISORS LLC 110.27%0.27%0.27%Q4 2017Q4 20171
Altshuler Shaham Ltd 110.00%0.00%0.00%Q2 2021Q2 20211
J2 Capital Management Inc 110.23%0.23%0.23%Q1 2022Q1 20221
Sargent Bickham Lagudis LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Rockbridge Investment Management, LCC 110.00%0.00%0.00%Q4 2021Q4 20211
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.07%0.07%0.07%Q4 2021Q4 20211
Wealth Advisors of Iowa, LLC 114.60%4.60%4.60%Q3 2020Q3 20201
Nuveen Asset Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Iron Horse Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 110.25%0.25%0.25%Q3 2018Q3 20181
Acorn Advisory Capital L.P. 116.22%6.22%6.22%Q3 2019Q3 20191
WOLVERINE ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Alpha Wave Global, LP 112.47%2.47%2.47%Q2 2020Q2 20201
AJ WEALTH STRATEGIES, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Game Plan Financial Advisors, LLC 110.26%0.26%0.26%Q4 2020Q4 20201
QUADRANT CAPITAL GROUP LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Graypoint LLC 110.02%0.02%0.02%Q1 2022Q1 20221
External links

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