LPL FINL HLDGS INC shareholder history

Current and past LPL FINL HLDGS INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 4010.00%0.00%0.02%Q2 2013Q3 2023112
Citadel Advisors 42420.00%0.01%0.15%Q2 2013Q3 202396
Walleye Trading LLC 34340.00%0.01%0.06%Q2 2015Q3 202379
D. E. Shaw & Co., Inc. 2020.00%0.03%0.24%Q2 2013Q3 202346
GOLDMAN SACHS GROUP INC 4220.00%0.01%0.05%Q3 2012Q3 202345
JANE STREET GROUP, LLC 1410.00%0.00%0.01%Q1 2014Q3 202343
CREDIT SUISSE AG/ 43430.00%0.01%0.03%Q1 2013Q3 202343
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 43430.01%0.02%0.07%Q1 2013Q3 202343
CITIGROUP INC 42420.00%0.01%0.08%Q2 2013Q3 202343
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.02%Q2 2013Q3 202343
WOLVERINE TRADING, LLC 510.00%0.00%0.01%Q3 2016Q3 202343
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 42420.00%0.02%0.06%Q2 2013Q3 202342
UBS ASSET MANAGEMENT AMERICAS INC 42420.00%0.01%0.05%Q2 2013Q3 202342
VOYA INVESTMENT MANAGEMENT LLC 42420.00%0.11%0.45%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.02%0.09%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.01%0.02%Q2 2013Q3 202342
Utah Retirement Systems 42420.01%0.02%0.05%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.06%0.12%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 42420.00%0.00%0.01%Q2 2013Q3 202342
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42420.01%0.02%0.04%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.02%Q2 2013Q3 202342
STATE STREET CORP 42420.00%0.01%0.02%Q2 2013Q3 202342
ALLIANCEBERNSTEIN L.P. 42420.00%0.03%0.18%Q2 2013Q3 202342
GEODE CAPITAL MANAGEMENT, LLC 42420.01%0.02%0.04%Q2 2013Q3 202342
PEAK6 Investments LLC 1540.00%0.01%0.05%Q4 2018Q3 202342
PRICE T ROWE ASSOCIATES INC /MD/ 42420.00%0.02%0.09%Q2 2013Q3 202342
STATE OF WISCONSIN INVESTMENT BOARD 42420.00%0.01%0.03%Q2 2013Q3 202342
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 42425.52%9.06%13.28%Q2 2013Q3 202342
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 42420.01%0.02%0.06%Q2 2013Q3 202342
VANGUARD GROUP INC 42420.01%0.02%0.05%Q2 2013Q3 202342
BlackRock Inc. 42420.00%0.01%0.04%Q2 2013Q3 202342
RHUMBLINE ADVISERS 42420.00%0.01%0.03%Q2 2013Q3 202342
FRONTIER CAPITAL MANAGEMENT CO LLC 42420.00%0.53%1.85%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.06%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.01%0.03%0.08%Q2 2013Q3 202342
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 42420.01%0.02%0.04%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.02%0.06%Q2 2013Q3 202342
BARCLAYS PLC 42420.00%0.00%0.02%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 42420.00%0.02%0.06%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.01%0.01%Q2 2013Q3 202342
NORGES BANK 4010.01%0.02%0.05%Q3 2012Q4 202241
PANAGORA ASSET MANAGEMENT INC 3470.00%0.07%0.36%Q2 2013Q3 202341
DEUTSCHE BANK AG\ 41410.00%0.02%0.08%Q3 2013Q3 202341
AMERICAN INTERNATIONAL GROUP, INC. 24170.00%0.00%0.00%Q2 2013Q3 202341
BROWN BROTHERS HARRIMAN & CO 41410.00%0.16%0.70%Q3 2013Q3 202341
BALYASNY ASSET MANAGEMENT L.P. 2210.00%0.16%0.68%Q2 2013Q3 202341
JPMORGAN CHASE & CO 3560.00%0.01%0.05%Q2 2013Q3 202341
ArrowMark Colorado Holdings LLC 41410.58%1.28%2.22%Q3 2013Q3 202341
BNP PARIBAS FINANCIAL MARKETS 4010.00%0.01%0.05%Q2 2013Q3 202341
PRINCIPAL FINANCIAL GROUP INC 2860.00%0.04%0.19%Q2 2013Q3 202340
FMR LLC 28120.00%0.02%0.08%Q2 2013Q3 202340
AMALGAMATED BANK 40400.02%0.03%0.07%Q4 2013Q3 202340
GREAT WEST LIFE ASSURANCE CO /CAN/ 40400.00%0.01%0.03%Q4 2013Q3 202340
ROYAL BANK OF CANADA 26140.00%0.00%0.02%Q3 2013Q3 202340
Legal & General Group Plc 39390.00%0.01%0.03%Q1 2014Q3 202339
ProShare Advisors LLC 3810.00%0.01%0.01%Q3 2013Q3 202339
BANK OF MONTREAL /CAN/ 3420.00%0.00%0.02%Q3 2013Q3 202339
NEW YORK STATE COMMON RETIREMENT FUND 3440.01%0.02%0.04%Q2 2013Q3 202338
TWO SIGMA ADVISERS, LP 2990.00%0.03%0.10%Q2 2013Q1 202338
BOKF, NA 2550.00%0.02%0.06%Q3 2013Q2 202338
MILLENNIUM MANAGEMENT LLC 2810.00%0.04%0.17%Q2 2013Q3 202338
Cubist Systematic Strategies, LLC 2930.00%0.03%0.15%Q3 2014Q3 202337
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202337
Swiss National Bank 36360.01%0.01%0.02%Q2 2013Q1 202236
TWO SIGMA INVESTMENTS, LP 1310.00%0.03%0.11%Q2 2013Q3 202336
ENVESTNET ASSET MANAGEMENT INC 2020.00%0.01%0.04%Q2 2013Q3 202336
SEI INVESTMENTS CO 36360.00%0.03%0.14%Q4 2014Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.01%0.01%0.03%Q2 2013Q1 202236
AQR Capital Management 2880.00%0.02%0.07%Q3 2013Q3 202336
TEACHER RETIREMENT SYSTEM OF TEXAS 22140.00%0.02%0.12%Q2 2013Q3 202336
NATIXIS ADVISORS, L.P. 25100.02%0.09%0.28%Q2 2013Q3 202335
Zurcher Kantonalbank (Zurich Cantonalbank) 35350.00%0.01%0.03%Q1 2015Q3 202335
METROPOLITAN LIFE INSURANCE CO/NY 35350.00%0.01%0.02%Q2 2013Q4 202135
SIGNATUREFD, LLC 2310.00%0.00%0.01%Q2 2013Q3 202334
HSBC HOLDINGS PLC 3040.00%0.01%0.04%Q1 2015Q3 202334
EATON VANCE MANAGEMENT 34340.01%0.03%0.07%Q2 2014Q3 202234
FIRST MERCANTILE TRUST CO 34340.01%0.05%0.18%Q2 2013Q3 202134
PRUDENTIAL FINANCIAL INC 2770.00%0.02%0.10%Q2 2013Q3 202334
First Pacific Advisors, LP 34340.87%1.55%2.06%Q2 2015Q3 202334
RAYMOND JAMES & ASSOCIATES 33330.01%0.05%0.09%Q3 2015Q3 202333
Tower Research Capital LLC (TRC) 1710.00%0.01%0.09%Q2 2013Q3 202333
Private Advisor Group, LLC 33330.00%0.03%0.06%Q3 2015Q3 202333
SAMLYN CAPITAL, LLC 2710.17%3.83%7.67%Q4 2013Q3 202333
Nuveen Asset Management, LLC 2310.00%0.06%0.18%Q2 2013Q3 202333
Clarkston Capital Partners, LLC 33331.31%4.82%7.99%Q3 2015Q3 202333
GUGGENHEIM CAPITAL LLC 2010.00%0.01%0.06%Q2 2013Q3 202232
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 22100.01%0.82%1.35%Q2 2013Q4 202232
MANUFACTURERS LIFE INSURANCE COMPANY, THE 21110.00%0.00%0.00%Q2 2013Q3 202332
GLOBEFLEX CAPITAL L P 2750.05%0.48%1.11%Q2 2013Q3 202332
VICTORY CAPITAL MANAGEMENT INC 31310.00%0.08%0.14%Q1 2016Q3 202331
NOMURA HOLDINGS INC 610.00%0.04%0.30%Q4 2012Q3 202331
RAYMOND JAMES TRUST N.A. 31310.02%0.03%0.04%Q1 2016Q3 202331
FEDERATED HERMES, INC. 2420.00%0.05%0.11%Q1 2014Q3 202331
IFP Advisors, Inc 17140.00%0.00%0.01%Q4 2015Q3 202331
WELLINGTON MANAGEMENT GROUP LLP 1420.00%0.05%0.12%Q2 2013Q3 202331
AMERICAN CENTURY COMPANIES INC 2120.05%0.10%0.17%Q3 2013Q3 202330
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2510.00%0.00%0.01%Q3 2014Q3 202330
ZACKS INVESTMENT MANAGEMENT 2610.00%0.06%0.15%Q2 2013Q3 202229
RETIREMENT CAPITAL STRATEGIES 29290.17%0.52%1.12%Q3 2016Q3 202329
Engineers Gate Manager LP 1630.01%0.16%0.53%Q4 2014Q3 202329
AMERIPRISE FINANCIAL INC 1210.00%0.00%0.02%Q2 2013Q3 202329
ClariVest Asset Management LLC 2720.00%0.10%0.29%Q4 2013Q3 202329
BANK OF THE WEST 29290.04%0.08%0.11%Q2 2013Q2 202029
GSA CAPITAL PARTNERS LLP 1710.04%0.10%0.26%Q2 2013Q2 202328
Rafferty Asset Management, LLC 1210.01%0.03%0.08%Q2 2014Q2 202228
Advisory Services Network, LLC 1310.00%0.01%0.06%Q4 2013Q3 202328
CANADA PENSION PLAN INVESTMENT BOARD 1310.00%0.01%0.16%Q3 2013Q3 202328
Russell Investments Group, Ltd. 28280.00%0.03%0.07%Q4 2016Q3 202328
WESTFIELD CAPITAL MANAGEMENT CO LP 2350.09%0.63%1.20%Q4 2013Q3 202328
Ironwood Investment Counsel, LLC 28280.10%0.19%0.28%Q4 2016Q3 202328
COMERICA BANK 2220.00%0.03%0.11%Q2 2013Q3 202328
PEAK6 Group LLC 520.00%0.00%0.01%Q2 2013Q2 201827
Asset Management One Co., Ltd. 1420.00%0.03%0.08%Q2 2013Q3 202327
Allianz Asset Management GmbH 27270.00%0.01%0.03%Q1 2017Q3 202327
ENTERPRISE FINANCIAL SERVICES CORP 2520.00%0.06%0.35%Q1 2014Q4 202227
JACOBS LEVY EQUITY MANAGEMENT, INC 1840.01%0.28%0.66%Q2 2013Q3 202327
M&T BANK CORP 1410.00%0.00%0.01%Q1 2014Q3 202327
FIFTH THIRD BANCORP 1710.00%0.00%0.00%Q2 2013Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.00%Q2 2013Q4 201927
LOGAN CAPITAL MANAGEMENT INC 26260.02%0.13%0.55%Q2 2017Q3 202326
JANUS HENDERSON GROUP PLC 26260.27%0.46%0.94%Q2 2017Q3 202326
IHT Wealth Management, LLC 14120.00%0.06%0.37%Q4 2016Q3 202326
SG Americas Securities, LLC 810.00%0.01%0.04%Q3 2013Q3 202326
EARNEST PARTNERS LLC 2410.00%0.00%0.00%Q4 2016Q3 202325
EAGLE ASSET MANAGEMENT INC 2410.02%0.73%2.15%Q3 2014Q3 202325
Cornerstone Wealth Management, LLC 2230.05%0.21%0.42%Q2 2017Q3 202325
Clark Capital Management Group, Inc. 1260.01%0.06%0.13%Q1 2017Q3 202325
MEEDER ASSET MANAGEMENT INC 1510.00%0.03%0.12%Q4 2015Q2 202324
CIBC Asset Management Inc 2310.00%0.08%0.20%Q4 2013Q3 202324
Winthrop Advisory Group LLC 24240.48%0.76%1.05%Q4 2017Q3 202324
NAVELLIER & ASSOCIATES INC 24240.04%0.11%0.20%Q4 2017Q3 202324
NORDEA INVESTMENT MANAGEMENT AB 2220.00%0.01%0.02%Q2 2015Q3 202324
Freedom Investment Management, Inc. 24240.02%0.10%0.23%Q4 2017Q3 202324
Squarepoint Ops LLC 1510.00%0.02%0.06%Q4 2015Q2 202324
Advisors Asset Management, Inc. 24240.00%0.02%0.03%Q4 2017Q3 202324
TEACHERS ADVISORS, LLC 24240.00%0.01%0.02%Q2 2013Q1 201924
Daiwa Securities Group Inc. 24240.01%0.03%0.08%Q4 2017Q3 202324
Soros Fund Management 24240.19%0.70%1.43%Q4 2017Q3 202324
TIAA CREF INVESTMENT MANAGEMENT LLC 24240.01%0.02%0.05%Q2 2013Q1 201924
CASTLEARK MANAGEMENT LLC 1670.01%0.28%0.50%Q4 2017Q3 202323
Man Group plc 23230.00%0.05%0.22%Q1 2018Q3 202323
MACQUARIE GROUP LTD 1810.00%0.01%0.04%Q1 2014Q3 202323
Avior Wealth Management, LLC 23230.03%0.05%0.08%Q1 2018Q3 202323
Yorktown Management & Research Co Inc 13100.09%1.39%3.40%Q3 2017Q3 202323
GLENMEDE TRUST CO NA 1410.00%0.00%0.01%Q2 2013Q4 202223
CIBC WORLD MARKET INC. 2210.00%0.01%0.01%Q2 2016Q3 202323
CAPITAL FUND MANAGEMENT S.A. 610.00%0.04%0.10%Q2 2014Q3 202323
Azora Capital LP 12110.92%6.16%11.25%Q4 2017Q3 202323
CWM, LLC 1580.00%0.00%0.00%Q4 2017Q3 202323
Renaissance Technologies 1110.00%0.02%0.07%Q2 2013Q3 202323
JAMES INVESTMENT RESEARCH INC 1710.00%0.42%0.95%Q1 2017Q3 202323
CAPTRUST FINANCIAL ADVISORS 23230.00%0.05%0.16%Q1 2018Q3 202323
Treasurer of the State of North Carolina 23230.01%0.03%0.07%Q1 2018Q3 202323
Versor Investments LP 1440.01%0.16%0.59%Q2 2017Q3 202323
NISA INVESTMENT ADVISORS, LLC 12110.00%0.02%0.09%Q1 2016Q3 202323
Walleye Capital LLC 910.00%0.08%0.44%Q1 2019Q3 202322
Interval Partners, LP 1110.04%0.22%0.61%Q1 2015Q3 202322
Southpoint Capital Advisors LP 22220.90%4.28%8.42%Q2 2018Q3 202322
Engle Capital Management, L.P. 12103.18%9.41%17.27%Q3 2017Q1 202322
Verition Fund Management LLC 910.00%0.03%0.09%Q1 2014Q3 202322
TD ASSET MANAGEMENT INC 1390.00%0.04%0.07%Q1 2014Q3 202322
Employees Retirement System of Texas 11110.02%0.25%0.77%Q1 2018Q3 202322
VIRGINIA RETIREMENT SYSTEMS ET AL 1930.00%0.03%0.23%Q3 2017Q1 202322
Janney Montgomery Scott LLC 1430.00%0.02%0.04%Q2 2017Q3 202322
Point72 Asset Management, L.P. 810.00%0.15%0.57%Q1 2017Q3 202322
Junto Capital Management LP 2021.23%3.09%5.02%Q3 2017Q3 202322
Paloma Partners Management Co 610.01%0.02%0.12%Q1 2014Q4 202122
ASSETMARK, INC 1470.00%0.00%0.00%Q4 2017Q3 202321
TUDOR INVESTMENT CORP ET AL 510.01%0.03%0.12%Q2 2013Q3 202321
MARSHALL WACE, LLP 1110.00%0.05%0.20%Q1 2014Q3 202321
HMI Capital Management, L.P. 21212.37%13.13%25.20%Q4 2013Q4 201821
APG Asset Management N.V. 1410.00%0.05%0.18%Q3 2017Q3 202321
CONGRESS ASSET MANAGEMENT CO /MA 21210.01%0.03%0.05%Q3 2017Q3 202221
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.03%0.10%Q3 2018Q3 202321
MARTINGALE ASSET MANAGEMENT L P 1220.00%0.07%0.24%Q2 2013Q3 202321
PineBridge Investments, L.P. 1710.01%0.18%0.39%Q4 2013Q3 202321
Sheaff Brock Investment Advisors, LLC 1920.04%0.11%0.19%Q4 2016Q3 202321
Versant Capital Management, Inc 1740.00%0.00%0.00%Q1 2016Q4 202321
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 1040.00%0.01%0.05%Q2 2013Q3 202320
HUNTINGTON NATIONAL BANK 1820.00%0.00%0.00%Q3 2018Q3 202320
Boston Partners 20200.01%0.05%0.28%Q4 2018Q3 202320
PRELUDE CAPITAL MANAGEMENT, LLC 610.00%0.01%0.05%Q3 2013Q1 202320
SHELL ASSET MANAGEMENT CO 1910.01%0.03%0.05%Q2 2016Q3 202320
FRANKLIN RESOURCES INC 1120.00%0.01%0.03%Q4 2014Q3 202320
IBM Retirement Fund 1220.01%0.03%0.26%Q2 2013Q1 202220
Integrated Investment Consultants, LLC 1210.02%0.12%0.33%Q1 2016Q3 202320
PATHSTONE FAMILY OFFICE, LLC 19190.04%0.15%0.25%Q1 2019Q3 202319
HENNESSY ADVISORS INC 1540.11%0.46%1.06%Q1 2014Q3 202119
WINTON GROUP Ltd 1410.01%0.04%0.25%Q1 2018Q2 202319
TSFG, LLC 19190.01%0.04%0.09%Q1 2019Q3 202319
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 19190.01%0.04%0.08%Q1 2019Q3 202319
Cutler Group LLC / CA 810.00%0.00%0.00%Q4 2015Q4 202019
Aperio Group, LLC 1810.00%0.01%0.02%Q1 2015Q4 202019
Private Capital Group, LLC 19190.00%0.04%0.18%Q4 2017Q2 202219
GROUP ONE TRADING, L.P. 510.00%0.00%0.00%Q1 2014Q2 202319
Three Peaks Capital Management, LLC 19190.88%1.47%2.88%Q1 2017Q3 202119
Parallel Advisors, LLC 1720.00%0.01%0.02%Q2 2018Q3 202319
KING LUTHER CAPITAL MANAGEMENT CORP 1720.00%0.01%0.01%Q2 2013Q3 202319
Cipher Capital LP 510.02%0.14%0.79%Q4 2013Q3 202319
Quantinno Capital Management LP 1450.06%0.25%0.55%Q4 2018Q3 202319
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 19190.00%0.07%0.17%Q2 2013Q4 201719
PITCAIRN CO 1450.03%0.09%0.18%Q2 2014Q3 202319
Schonfeld Strategic Advisors LLC 510.00%0.14%0.91%Q2 2017Q3 202318
FIRST HAWAIIAN BANK 1260.01%0.02%0.07%Q3 2018Q3 202318
A.R.T. Advisors, LLC 610.01%0.10%0.49%Q2 2013Q4 201918
LONDON CO OF VIRGINIA 1210.00%0.00%0.00%Q4 2017Q3 202318
Wildcat Capital Management, LLC 18181.74%5.05%12.67%Q4 2014Q1 201918
Independent Advisor Alliance 1530.02%0.04%0.05%Q1 2019Q3 202318
VOLORIDGE INVESTMENT MANAGEMENT, LLC 720.01%0.07%0.19%Q4 2016Q2 202318
Robeco Institutional Asset Management B.V. 620.00%0.02%0.12%Q1 2014Q3 202318
NumerixS Investment Technologies Inc 1710.01%0.06%0.11%Q4 2015Q2 202018
PDT Partners, LLC 710.01%0.17%0.39%Q2 2013Q3 202318
Calamos Advisors LLC 18180.00%0.04%0.10%Q2 2018Q3 202218
Van Leeuwen & Company, LLC 18180.20%0.54%1.08%Q2 2019Q3 202318
ARGENT CAPITAL MANAGEMENT LLC 18180.02%1.63%4.12%Q2 2019Q3 202318
WealthTrust-Arizona, LLC 1260.00%0.00%0.02%Q2 2014Q4 201818
LAZARD ASSET MANAGEMENT LLC 1020.00%0.01%0.02%Q1 2015Q3 202318
Artemis Investment Management LLP 18180.05%0.66%1.10%Q2 2019Q3 202318
Steward Partners Investment Advisory, LLC 1620.00%0.00%0.00%Q2 2018Q3 202318
Global Retirement Partners, LLC 1070.00%0.01%0.01%Q2 2019Q3 202317
GREENLEAF TRUST 1110.00%0.00%0.01%Q3 2018Q3 202317
D.A. DAVIDSON & CO. 17170.00%0.02%0.03%Q2 2013Q2 201717
FPR PARTNERS LLC 17173.85%9.49%12.74%Q2 2013Q2 201717
MAVERICK CAPITAL LTD 1430.01%0.37%1.24%Q1 2017Q2 202217
Bowling Portfolio Management LLC 17170.06%0.55%1.22%Q3 2018Q3 202217
BESSEMER GROUP INC 1410.00%0.00%0.00%Q4 2016Q3 202317
CI INVESTMENTS INC. 17170.00%0.00%0.04%Q3 2019Q3 202317
STIFEL FINANCIAL CORP 1610.00%0.02%0.05%Q3 2014Q3 202317
Geneos Wealth Management Inc. 17170.00%0.00%0.00%Q3 2017Q3 202117
Mitsubishi UFJ Trust & Banking Corp 17170.00%0.01%0.05%Q3 2019Q3 202317
NATIXIS 710.00%0.04%0.14%Q3 2013Q3 202317
BARINGS LLC 820.00%0.02%0.03%Q4 2013Q4 201917
Jacobi Capital Management LLC 17170.00%0.01%0.02%Q3 2017Q3 202117
State of New Jersey Common Pension Fund D 17170.02%0.03%0.04%Q3 2019Q3 202317
COMMONWEALTH EQUITY SERVICES, LLC 16160.00%0.01%0.01%Q4 2019Q3 202316
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 910.00%0.00%0.02%Q3 2017Q3 202316
Kalos Management, Inc. 16160.39%0.60%0.90%Q1 2018Q4 202116
CIBC Private Wealth Group, LLC 1110.00%0.01%0.12%Q3 2017Q3 202316
SIMPLEX TRADING, LLC 710.00%0.00%0.06%Q2 2015Q2 202316
JANUS HENDERSON INVESTORS US LLC 16160.12%0.21%0.29%Q2 2013Q1 201716
ACADIAN ASSET MANAGEMENT LLC 610.00%0.00%0.01%Q4 2013Q3 202316
Harvest Fund Management Co., Ltd 1310.00%0.01%0.04%Q2 2018Q3 202316
SCHRODER INVESTMENT MANAGEMENT GROUP 930.00%0.00%0.02%Q1 2018Q3 202316
AlphaCrest Capital Management LLC 16160.02%0.09%0.27%Q4 2018Q3 202216
Hillsdale Investment Management Inc. 910.00%0.05%0.08%Q4 2013Q2 202316
Financial Advocates Investment Management 16160.05%0.08%0.16%Q4 2019Q3 202316
Bullseye Asset Management LLC 16160.85%1.80%2.98%Q4 2019Q3 202316
CULLEN/FROST BANKERS, INC. 16160.01%0.01%0.01%Q4 2019Q3 202316
Dynamic Technology Lab Private Ltd 410.04%0.15%0.45%Q1 2014Q3 202316
Investment Research & Advisory Group, Inc. 16160.00%0.00%0.00%Q4 2019Q3 202316
J.P. Morgan Private Wealth Advisors LLC 1510.00%0.01%0.02%Q3 2019Q3 202316
TRUIST FINANCIAL CORP 16160.00%0.02%0.05%Q4 2019Q3 202316
Brandywine Global Investment Management, LLC 1310.00%0.06%0.09%Q4 2016Q3 202316
STRS OHIO 910.00%0.00%0.01%Q2 2013Q1 202316
World Asset Management Inc 1010.01%0.02%0.03%Q3 2013Q3 202116
TRILLIUM ASSET MANAGEMENT, LLC 16160.09%0.70%1.34%Q4 2019Q3 202316
ALPHA WINDWARD LLC 1510.01%0.15%0.34%Q2 2013Q3 202016
State of Alaska, Department of Revenue 1420.00%0.01%0.02%Q4 2017Q1 202316
IAG Wealth Partners, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
MAI Capital Management 1150.01%0.02%0.03%Q1 2014Q3 202316
BRANT POINT INVESTMENT MANAGEMENT LLC 12120.21%0.98%2.07%Q4 2020Q3 202316
Jefferies Group LLC 510.00%0.01%0.03%Q1 2014Q3 202216
Advantage Alpha Capital Partners LP 16160.79%1.24%1.78%Q4 2019Q3 202316
Sandy Spring Bank 1060.00%0.00%0.00%Q1 2019Q3 202316
HighTower Advisors, LLC 1120.00%0.00%0.01%Q2 2015Q3 202316
Financial Gravity Asset Management, Inc. 610.00%0.02%0.07%Q1 2018Q2 202316
BlackRock Investment Management, LLC 15150.00%0.00%0.00%Q2 2013Q4 201615
SEVEN EIGHT CAPITAL, LP 410.00%0.11%0.23%Q2 2014Q2 202315
Penserra Capital Management LLC 960.00%0.08%0.69%Q3 2017Q3 202315
Arizona State Retirement System 15150.02%0.03%0.05%Q1 2020Q3 202315
Oliver Luxxe Assets LLC 1410.11%0.45%0.68%Q4 2019Q3 202315
PITTENGER & ANDERSON INC 15150.01%0.03%0.05%Q1 2020Q3 202315
Creative Planning 610.00%0.00%0.00%Q4 2014Q3 202315
Glassman Wealth Services 15150.00%0.00%0.00%Q1 2020Q3 202315
Stratos Wealth Partners, LTD. 1210.00%0.01%0.02%Q4 2017Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.01%0.03%Q1 2020Q3 202315
Vident Investment Advisory, LLC 710.01%0.11%0.25%Q1 2017Q1 202315
THORNBURG INVESTMENT MANAGEMENT INC 1230.09%0.25%0.35%Q2 2015Q3 202315
FULTON BANK, N.A. 15150.03%0.06%0.10%Q2 2020Q4 202315
BOGLE INVESTMENT MANAGEMENT L P /DE/ 710.03%0.32%0.97%Q2 2013Q4 202015
NOMURA ASSET MANAGEMENT CO LTD 810.00%0.03%0.07%Q2 2016Q3 202315
Nicholas Investment Partners, LP 1140.03%0.13%0.59%Q4 2019Q3 202315
TPG Group Holdings (SBS) Advisors, Inc. 15151.17%4.30%9.48%Q2 2013Q4 201615
BlackRock Institutional Trust Company, N.A. 15150.01%0.01%0.02%Q2 2013Q4 201615
SPO ADVISORY CORP 15153.09%5.56%8.25%Q4 2014Q2 201815
PRIMECAP MANAGEMENT CO/CA/ 15150.01%0.03%0.06%Q1 2020Q3 202315
FRED ALGER MANAGEMENT, LLC 830.00%0.04%0.15%Q2 2013Q1 202315
Stockbridge Partners LLC 15154.43%7.60%10.11%Q2 2013Q4 201615
MACKENZIE FINANCIAL CORP 870.00%0.00%0.00%Q1 2019Q3 202315
BlueMar Capital Management, LLC 1110.53%3.51%6.92%Q4 2016Q3 202315
STEVENS CAPITAL MANAGEMENT LP 810.01%0.08%0.16%Q2 2013Q4 201915
Skandinaviska Enskilda Banken AB (publ) 640.00%0.02%0.04%Q2 2016Q3 202315
Ensign Peak Advisors, Inc 870.00%0.01%0.03%Q4 2019Q3 202315
GABLES CAPITAL MANAGEMENT INC. 15150.01%0.04%0.07%Q1 2020Q3 202315
BlackRock Group LTD 15150.00%0.00%0.00%Q2 2013Q4 201615
LEUTHOLD GROUP, LLC 15150.04%0.08%0.42%Q3 2019Q1 202315
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
BlackRock Fund Advisors 15150.01%0.01%0.01%Q2 2013Q4 201615
BANK OF NOVA SCOTIA 710.00%0.02%0.08%Q2 2018Q3 202315
BLACKROCK ADVISORS LLC 15150.00%0.00%0.00%Q2 2013Q4 201615
Assenagon Asset Management S.A. 1010.00%0.06%0.24%Q4 2017Q3 202315
QUADRANT CAPITAL GROUP LLC 15150.00%0.01%0.02%Q1 2020Q3 202315
PICTON MAHONEY ASSET MANAGEMENT 960.01%0.35%0.92%Q4 2018Q3 202215
Handelsbanken Fonder AB 14140.01%0.01%0.02%Q2 2020Q3 202314
Smithfield Trust Co 14140.00%0.00%0.01%Q2 2020Q3 202314
WASHINGTON TRUST Co 14140.00%0.00%0.00%Q2 2020Q3 202314
Trexquant Investment LP 510.03%0.10%0.41%Q4 2016Q1 202314
Venturi Wealth Management, LLC 14140.66%0.87%1.12%Q2 2020Q3 202314
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 810.00%0.07%0.18%Q1 2017Q4 202214
Ellevest, Inc. 14140.00%0.00%0.01%Q4 2019Q1 202314
CENTRAL TRUST Co 14140.00%0.00%0.00%Q2 2020Q3 202314
ExodusPoint Capital Management, LP 810.01%0.10%0.28%Q2 2019Q3 202314
Lindbrook Capital, LLC 14140.00%0.02%0.04%Q2 2020Q3 202314
ZEKE CAPITAL ADVISORS, LLC 860.02%0.04%0.11%Q3 2018Q3 202214
WADDELL & REED FINANCIAL INC 14140.05%0.11%0.15%Q4 2017Q1 202114
AXA S.A. 810.00%0.01%0.06%Q3 2013Q1 202314
Point72 Europe (London) LLP 1220.30%2.95%6.72%Q1 2020Q3 202314
FCF Advisors LLC 950.26%0.75%1.19%Q4 2018Q1 202314
NorthCoast Asset Management LLC 14140.01%0.04%0.08%Q1 2018Q2 202114
Neuberger Berman Group LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
Foster Victor Wealth Advisors, LLC 14140.12%0.76%1.18%Q2 2020Q3 202314
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
Raymond James Financial Services Advisors, Inc. 1220.00%0.00%0.00%Q2 2018Q3 202314
Parallax Volatility Advisers, L.P. 210.00%0.01%0.03%Q4 2016Q3 202314
Dana Investment Advisors, Inc. 14140.07%0.11%0.15%Q2 2020Q3 202314
REINHART PARTNERS, LLC. 14140.71%1.17%2.04%Q2 2020Q3 202314
WFG Advisors, LP 1310.00%0.02%0.05%Q2 2013Q2 201714
HBK INVESTMENTS L P 810.00%0.01%0.04%Q3 2013Q1 202314
PFS INVESTMENTS INC. 13130.02%0.12%0.22%Q2 2020Q2 202313
BLAIR WILLIAM & CO/IL 1120.01%0.20%0.35%Q2 2013Q3 202313
WJ Wealth Management, LLC 1210.14%0.39%0.88%Q2 2020Q3 202313
Epoch Investment Partners, Inc. 13130.11%0.33%0.62%Q3 2020Q3 202313
WESTPAC BANKING CORP 1210.03%0.05%0.10%Q4 2015Q1 202313
Snowden Capital Advisors LLC 820.01%0.09%0.23%Q2 2019Q3 202313
KENNEDY CAPITAL MANAGEMENT LLC 13130.02%0.13%0.28%Q3 2020Q3 202313
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 1120.05%0.11%0.28%Q3 2015Q4 202213
NN Investment Partners Holdings N.V. 13130.00%0.02%0.03%Q1 2019Q1 202213
Otter Creek Advisors, LLC 1120.94%2.60%4.12%Q2 2017Q4 202213
MACKAY SHIELDS LLC 13130.07%0.11%0.16%Q1 2018Q1 202113
Plante Moran Financial Advisors, LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
LOS ANGELES CAPITAL MANAGEMENT LLC 1210.00%0.07%0.24%Q1 2019Q3 202313
Sound Income Strategies, LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Nationwide Fund Advisors 1120.00%0.03%0.05%Q2 2013Q3 201713
QS Investors, LLC 1210.00%0.00%0.00%Q4 2015Q2 202013
Aureus Asset Management, LLC 13130.04%0.07%0.11%Q3 2020Q3 202313
First Horizon Advisors, Inc. 13130.00%0.00%0.01%Q3 2020Q3 202313
AEGON ASSET MANAGEMENT UK PLC 13130.03%0.04%0.05%Q2 2020Q2 202313
Illinois Municipal Retirement Fund 13130.05%0.07%0.11%Q3 2020Q3 202313
Artisan Partners Limited Partnership 760.14%0.25%0.37%Q2 2013Q4 202213
HRT FINANCIAL LP 410.00%0.11%0.75%Q1 2019Q3 202313
Covington Capital Management 13130.00%0.00%0.00%Q3 2019Q3 202213
Hudson Bay Capital Management LP 410.04%0.12%0.35%Q4 2017Q3 202313
RUSSELL FRANK CO/ 12120.00%0.00%0.01%Q2 2013Q1 201612
DAVIDSON INVESTMENT ADVISORS 12120.00%0.21%0.29%Q2 2013Q1 201612
BI Asset Management Fondsmaeglerselskab A/S 520.04%0.15%0.29%Q3 2019Q3 202312
Heron Bay Capital Management 12120.81%2.79%6.06%Q4 2020Q3 202312
Qube Research & Technologies Ltd 510.01%0.10%0.31%Q4 2019Q3 202312
Baird Financial Group, Inc. 12120.00%0.00%0.01%Q4 2020Q3 202312
ALPS ADVISORS INC 520.00%0.00%0.01%Q1 2019Q3 202312
GREAT LAKES ADVISORS, LLC 530.04%0.17%0.56%Q3 2014Q1 202312
SkyView Investment Advisors, LLC 12120.00%0.17%0.41%Q4 2020Q3 202312
Quantbot Technologies LP 310.02%0.06%0.16%Q1 2014Q2 202112
Bridgewater Associates 910.01%0.02%0.05%Q4 2019Q3 202312
CADENCE CAPITAL MANAGEMENT LLC 820.02%0.05%0.15%Q4 2014Q2 202012
Cetera Investment Advisers 12120.01%0.01%0.02%Q4 2020Q3 202312
Point72 Hong Kong Ltd 510.01%0.03%0.09%Q1 2015Q1 202212
SAWGRASS ASSET MANAGEMENT LLC 11110.02%0.08%0.16%Q2 2017Q4 201911
Concord Wealth Partners 740.00%0.00%0.00%Q4 2020Q3 202311
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 11110.71%1.21%1.96%Q1 2021Q3 202311
Elkfork Partners LLC 11110.01%0.04%0.10%Q1 2017Q3 201911
MONECO Advisors, LLC 11110.11%0.12%0.15%Q1 2021Q3 202311
BNP Paribas Asset Management Holding S.A. 650.01%0.03%0.06%Q1 2018Q3 202311
Spire Wealth Management 11110.00%0.00%0.00%Q1 2021Q3 202311
WOLFF WIESE MAGANA LLC 11110.00%0.04%0.39%Q1 2021Q3 202311
AGF INVESTMENTS INC. 740.04%0.31%0.86%Q1 2019Q3 202211
Sumitomo Mitsui Trust Holdings, Inc. 710.00%0.02%0.04%Q3 2019Q3 202311
TWO SIGMA SECURITIES, LLC 610.01%0.02%0.04%Q2 2017Q3 202311
Thomas J. Herzfeld Advisors, Inc. 11110.00%0.00%0.00%Q1 2021Q3 202311
KB FINANCIAL PARTNERS, LLC 11110.14%0.21%0.30%Q1 2021Q3 202311
DekaBank Deutsche Girozentrale 650.00%0.00%0.01%Q2 2019Q3 202311
Capital Analysts, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
HANSEATIC MANAGEMENT SERVICES INC 810.06%0.53%1.02%Q1 2014Q2 201911
TCI Wealth Advisors, Inc. 510.00%0.00%0.00%Q1 2014Q1 202311
Capital Asset Advisory Services LLC 11110.01%0.07%0.12%Q4 2020Q2 202311
KWB Wealth 830.59%0.88%1.24%Q4 2020Q3 202311
HighVista Strategies LLC 610.28%1.03%1.45%Q2 2013Q1 202311
LMR Partners LLP 920.01%0.36%0.92%Q2 2020Q3 202311
Kestra Advisory Services, LLC 11110.01%0.01%0.02%Q1 2021Q3 202311
AJO, LP 1010.01%0.17%0.45%Q1 2017Q1 202011
Cetera Advisor Networks LLC 1010.00%0.01%0.01%Q2 2020Q3 202311
Glen Harbor Capital Management LLC 11110.01%0.06%0.13%Q1 2017Q3 201911
Wealthspire Advisors, L.P. 11110.00%0.00%0.01%Q3 2016Q1 201911
Valeo Financial Advisors, LLC 11110.00%0.00%0.00%Q3 2018Q1 202111
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. 11110.47%2.29%7.14%Q1 2018Q3 202011
FARMERS & MERCHANTS INVESTMENTS INC 920.00%0.00%0.00%Q3 2015Q2 202211
RITHOLTZ WEALTH MANAGEMENT 11110.02%0.04%0.05%Q1 2021Q3 202311
Advisor OS, LLC 11110.06%0.20%0.39%Q1 2021Q3 202311
Tyers Asset Management LLC 11110.01%0.04%0.10%Q1 2017Q3 201911
Meadow Creek Investment Management LLC 11110.01%0.04%0.10%Q1 2017Q3 201911
NewEdge Wealth, LLC 11110.06%0.11%0.18%Q1 2021Q3 202311
LVW Advisors, LLC 11110.13%0.16%0.25%Q1 2021Q3 202311
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 11110.11%0.19%0.29%Q1 2021Q3 202311
MML INVESTORS SERVICES, LLC 11110.01%0.02%0.04%Q1 2021Q3 202311
KESTRA PRIVATE WEALTH SERVICES, LLC 830.01%0.04%0.06%Q4 2020Q3 202311
Vestmark Advisory Solutions, Inc. 11110.26%0.36%0.58%Q1 2021Q3 202311
ATHERTON LANE ADVISERS, LLC 11110.04%0.12%0.24%Q2 2013Q4 201511
TOCQUEVILLE ASSET MANAGEMENT L.P. 11110.03%0.04%0.06%Q1 2021Q3 202311
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 11110.06%0.08%0.09%Q3 2017Q1 202011
Berman Capital Advisors, LLC 11110.00%0.00%0.01%Q1 2019Q3 202111
FDx Advisors, Inc. 11110.03%0.06%0.12%Q1 2021Q3 202311
CX Institutional 1010.00%0.00%0.00%Q2 2018Q2 202111
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 610.01%0.02%0.07%Q4 2019Q2 202311
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1010.00%0.00%0.00%Q1 2018Q3 202311
Jackson, Grant Investment Advisers, Inc. 11110.01%0.02%0.02%Q1 2021Q3 202311
IRIDIAN ASSET MANAGEMENT LLC/CT 11110.86%1.81%2.80%Q1 2021Q3 202311
RIVERHEAD CAPITAL MANAGEMENT LLC 11110.01%0.06%0.12%Q1 2017Q3 201911
COOKE & BIELER LP 10100.01%0.09%0.37%Q4 2013Q1 201610
Symmetry Partners, LLC 10100.01%0.02%0.02%Q3 2021Q4 202310
MASSMUTUAL TRUST CO FSB/ADV 610.00%0.00%0.00%Q2 2020Q4 202310
Proficio Capital Partners LLC 10100.00%0.00%0.00%Q1 2017Q2 201910
THRIVENT FINANCIAL FOR LUTHERANS 520.00%0.00%0.01%Q2 2016Q3 202310
LOOMIS SAYLES & CO L P 640.00%0.00%0.01%Q1 2019Q3 202310
Laurion Capital Management LP 410.01%0.09%0.61%Q1 2016Q3 202310
JFS WEALTH ADVISORS, LLC 820.00%0.00%0.00%Q3 2019Q3 202310
GPS Wealth Strategies Group, LLC 730.00%0.00%0.00%Q1 2021Q3 202310
MetLife Investment Management, LLC 730.00%0.01%0.01%Q3 2018Q3 202310
Ethic Inc. 10100.02%0.04%0.06%Q2 2021Q3 202310
Maryland State Retirement & Pension System 640.02%0.03%0.04%Q1 2021Q3 202310
OPPENHEIMER ASSET MANAGEMENT INC. 10100.01%0.01%0.02%Q2 2021Q3 202310
Marshall Wace North America L.P. 610.01%0.07%0.25%Q3 2017Q3 202010
Quantitative Systematic Strategies LLC 710.10%0.25%0.43%Q2 2017Q4 202010
Lee Financial Co 10100.00%0.00%0.00%Q2 2021Q3 202310
SUMITOMO LIFE INSURANCE CO 10100.03%0.06%0.12%Q2 2021Q3 202310
Teza Capital Management LLC 510.03%0.16%0.55%Q2 2018Q3 202310
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 610.00%0.02%0.09%Q4 2017Q3 202310
Quadrature Capital Ltd 210.02%0.11%0.49%Q4 2015Q1 202310
Great Diamond Partners, LLC 910.06%0.07%0.10%Q1 2021Q3 202310
Akre Capital Management 10100.69%2.21%2.99%Q2 2013Q3 201510
Sanchez Wealth Management Group 910.10%0.13%0.19%Q1 2021Q3 202310
OXFORD ASSET MANAGEMENT LLP 420.02%0.05%0.09%Q1 2017Q4 201910
Wealth Alliance 910.05%0.06%0.10%Q1 2021Q3 202310
Sterling Capital Management LLC 640.00%0.02%0.03%Q4 2013Q3 201910
Cetera Advisors LLC 810.01%0.01%0.01%Q1 2018Q4 202210
Intercontinental Wealth Advisors, LLC 10100.06%0.13%0.24%Q1 2021Q2 202310
ACT Advisors, LLC. 550.14%0.26%0.43%Q4 2020Q3 202310
CHASE INVESTMENT COUNSEL CORP 640.31%1.22%2.80%Q1 2018Q1 202310
Xact Kapitalforvaltning AB 10100.01%0.02%0.02%Q4 2017Q1 202010
Qtron Investments LLC 550.07%0.20%0.32%Q4 2018Q2 202110
AHL Partners LLP 640.02%0.13%0.27%Q3 2014Q4 201710
Pearl River Capital, LLC 320.04%0.17%0.32%Q3 2019Q1 202310
UBS AG 660.00%0.00%0.00%Q2 2013Q3 201410
BENJAMIN EDWARDS INC 10100.01%0.01%0.02%Q2 2021Q3 202310
Rockefeller Capital Management L.P. 10100.00%0.00%0.00%Q4 2020Q1 202310
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.01%Q2 2018Q3 202010
XPONANCE, INC. 10100.02%0.03%0.04%Q2 2021Q3 202310
American Portfolios Advisors 10100.00%0.00%0.02%Q2 2020Q3 202210
AUA CAPITAL MANAGEMENT, LLC 10100.00%0.00%0.00%Q3 2020Q4 202210
Patriot Financial Group Insurance Agency, LLC 10100.00%0.00%0.01%Q1 2019Q2 202110
YHB Investment Advisors, Inc. 10100.02%0.03%0.04%Q3 2020Q4 202210
Vanguard Personalized Indexing Management, LLC 990.04%0.06%0.08%Q3 2021Q3 20239
Knights of Columbus Asset Advisors LLC 810.20%0.49%0.98%Q4 2019Q3 20239
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 990.09%0.30%0.47%Q4 2020Q4 20229
Bickling Financial Services, Inc. 990.19%0.31%0.48%Q4 2020Q4 20229
Catalyst Capital Advisors LLC 990.07%0.18%0.24%Q1 2021Q1 20239
Belpointe Asset Management LLC 710.01%0.01%0.03%Q4 2019Q1 20239
MANAGED ACCOUNT ADVISORS LLC 990.01%0.02%0.03%Q2 2013Q2 20159
Waratah Capital Advisors Ltd. 810.03%0.15%0.81%Q1 2017Q3 20239
Lone Pine Capital 631.53%3.23%4.22%Q1 2014Q3 20239
MOODY LYNN & LIEBERSON, LLC 990.02%0.03%0.04%Q3 2021Q3 20239
Three Corner Global Investors LP 612.82%7.05%10.40%Q4 2013Q1 20189
Century Capital Management, LLC 990.02%0.18%0.31%Q2 2015Q2 20179
TOWNSQUARE CAPITAL LLC 990.01%0.02%0.04%Q3 2021Q3 20239
DAVENPORT & Co LLC 990.00%0.00%0.00%Q3 2021Q3 20239
ICON ADVISERS INC/CO 991.26%2.10%2.73%Q3 2021Q3 20239
AGF Investments LLC 810.00%0.00%0.01%Q1 2017Q1 20209
Grantham, Mayo, Van Otterloo & Co. LLC 510.00%0.01%0.02%Q3 2017Q4 20229
Virtu KCG Holdings LLC 310.00%0.01%0.03%Q3 2013Q1 20179
Riverpoint Wealth Management Holdings, LLC 990.08%0.11%0.14%Q3 2021Q3 20239
Cambria Investment Management, L.P. 990.22%0.45%0.72%Q4 2014Q4 20169
Cornerstone Investment Partners, LLC 990.02%1.58%2.88%Q3 2021Q3 20239
Alberta Investment Management Corp 310.00%0.02%0.04%Q3 2014Q3 20239
Manchester Capital Management LLC 510.00%0.00%0.00%Q1 2018Q3 20239
Boston Trust Walden Corp 990.04%0.12%0.28%Q4 2013Q4 20159
PRIVATE TRUST CO NA 630.00%0.01%0.02%Q4 2013Q3 20239
CRAMER ROSENTHAL MCGLYNN LLC 990.90%1.30%2.05%Q3 2021Q3 20239
Phoenix Holdings Ltd. 990.01%0.05%0.12%Q3 2021Q3 20239
Sciencast Management LP 610.07%0.22%0.41%Q4 2018Q1 20229
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 990.09%0.15%0.19%Q3 2021Q3 20239
Tributary Capital Management, LLC 810.07%0.13%0.21%Q4 2019Q1 20229
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 630.02%0.05%0.08%Q3 2020Q1 20239
Twin Tree Management, LP 210.00%0.00%0.03%Q2 2018Q2 20229
Gillson Capital LP 410.13%1.00%2.77%Q3 2019Q1 20239
COOKSON PEIRCE & CO INC 991.15%1.64%2.49%Q1 2021Q1 20239
O'Shares Investment Advisers, LLC 630.04%0.08%0.12%Q4 2018Q1 20229
SYSTEMATIC FINANCIAL MANAGEMENT LP 990.02%0.04%0.05%Q2 2013Q2 20159
Mirae Asset Global Investments Co., Ltd. 630.00%0.01%0.01%Q1 2021Q3 20239
Atria Investments, Inc 990.03%0.04%0.06%Q3 2021Q3 20239
Penn Capital Management Company, LLC 990.21%0.47%0.61%Q4 2013Q4 20159
BINGHAM OSBORN & SCARBOROUGH LLC 990.03%0.04%0.08%Q3 2013Q3 20159
Dragoneer Investment Group 884.02%8.86%12.18%Q2 2015Q1 20178
NATIONAL BANK OF CANADA /FI/ 880.01%0.01%0.02%Q4 2021Q3 20238
UMB Bank, n.a. 880.00%0.00%0.01%Q4 2021Q3 20238
OneDigital Investment Advisors LLC 410.00%0.01%0.02%Q2 2017Q3 20238
LORD, ABBETT & CO. LLC 710.01%0.10%0.14%Q4 2013Q4 20198
Symphony Financial, Ltd. Co. 710.40%0.58%0.75%Q1 2021Q3 20238
ALPINE WOODS CAPITAL INVESTORS, LLC 710.01%0.01%0.01%Q4 2013Q4 20158
SYMPHONY ASSET MANAGEMENT LLC 880.05%0.10%0.15%Q4 2016Q3 20188
Donoghue Forlines LLC 620.17%0.30%0.43%Q1 2021Q1 20238
Eagle Bay Advisors LLC 880.00%0.06%0.10%Q4 2021Q3 20238
Maven Securities LTD 510.01%0.09%0.46%Q3 2019Q3 20228
BOSTON ADVISORS LLC 410.04%0.26%0.42%Q4 2013Q3 20198
CLINTON GROUP INC 210.02%0.06%0.12%Q1 2014Q4 20168
PZENA INVESTMENT MANAGEMENT LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Dorsey & Whitney Trust CO LLC 710.02%0.02%0.03%Q1 2021Q3 20238
CARILLON TOWER ADVISERS, INC. 880.18%0.34%0.70%Q1 2019Q4 20208
EverSource Wealth Advisors, LLC 880.05%0.12%0.21%Q4 2021Q3 20238
PARK AVENUE SECURITIES LLC 710.01%0.02%0.04%Q2 2021Q3 20238
Aquila Investment Management LLC 881.00%1.30%1.75%Q4 2021Q3 20238
OppenheimerFunds, Inc. 710.01%0.03%0.05%Q1 2014Q1 20198
Realta Investment Advisors 530.00%0.07%0.18%Q2 2019Q3 20238
Gradient Investments LLC 880.09%0.13%0.21%Q4 2021Q3 20238
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP 889.94%11.08%12.89%Q4 2021Q3 20238
Phase 2 Partners, LLC 883.52%5.01%7.93%Q4 2021Q3 20238
BAMCO INC /NY/ 880.00%0.04%0.08%Q4 2021Q3 20238
COMMUNITY TRUST & INVESTMENT CO 880.51%0.68%0.87%Q3 2021Q2 20238
TORONTO DOMINION BANK 610.00%0.00%0.01%Q2 2018Q3 20238
CNB Bank 880.00%0.00%0.00%Q4 2021Q3 20238
Cypress Capital Management LLC (WY) 880.57%0.82%1.26%Q3 2017Q2 20198
Inspire Investing, LLC 610.02%0.20%0.37%Q1 2020Q3 20238
Quent Capital, LLC 880.02%0.03%0.03%Q4 2021Q3 20238
ETF MANAGERS GROUP, LLC 880.02%0.09%0.16%Q4 2017Q3 20198
PICTET ASSET MANAGEMENT SA 880.00%0.01%0.01%Q3 2021Q2 20238
abrdn plc 880.24%0.40%0.47%Q4 2021Q3 20238
Intersect Capital LLC 880.06%0.10%0.20%Q3 2020Q2 20228
FineMark National Bank & Trust 880.00%0.00%0.01%Q2 2014Q1 20168
Simplicity Solutions, LLC 710.01%0.06%0.12%Q2 2019Q3 20238
WBI INVESTMENTS, LLC 410.04%0.26%0.94%Q4 2016Q3 20238
PIEDMONT INVESTMENT ADVISORS INC 880.01%0.02%0.04%Q2 2018Q1 20208
Allspring Global Investments Holdings, LLC 880.10%0.22%0.35%Q4 2021Q3 20238
SSI INVESTMENT MANAGEMENT LLC 880.02%0.02%0.03%Q1 2021Q4 20228
Covestor Ltd 880.05%0.06%0.08%Q4 2021Q3 20238
Neo Ivy Capital Management 310.03%0.27%0.66%Q4 2018Q3 20238
Crestline Management, LP 210.07%0.56%1.22%Q2 2017Q3 20238
NewEdge Advisors, LLC 610.00%0.01%0.01%Q2 2017Q3 20238
Sumitomo Mitsui DS Asset Management Company, Ltd 880.11%0.15%0.18%Q4 2021Q3 20238
Future Fund LLC 880.32%1.01%3.33%Q4 2021Q3 20238
Redwood Investment Management, LLC 420.11%0.20%0.32%Q2 2019Q3 20238
Origin Asset Management LLP 880.25%0.72%1.46%Q2 2018Q1 20208
AXXCESS WEALTH MANAGEMENT, LLC 880.02%0.05%0.10%Q4 2021Q3 20238
Bell Investment Advisors, Inc 620.00%0.00%0.00%Q3 2021Q3 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Gotham Asset Management, LLC 420.00%0.01%0.01%Q1 2016Q2 20218
Parkside Financial Bank & Trust 710.00%0.00%0.01%Q2 2020Q3 20238
TOBAM 710.00%0.14%0.39%Q4 2020Q3 20238
BlueCrest Capital Management Ltd 310.01%0.02%0.03%Q4 2015Q1 20198
Hutchens & Kramer Investment Management Group, LLC 880.16%0.20%0.27%Q4 2021Q3 20238
Quantitative Investment Management, LLC 310.01%0.05%0.20%Q2 2015Q4 20218
INTRUST BANK NA 770.03%0.04%0.07%Q1 2022Q3 20237
ELLINGTON MANAGEMENT GROUP LLC 310.01%0.09%0.16%Q1 2017Q4 20197
CHICAGO EQUITY PARTNERS LLC 310.01%0.07%0.24%Q2 2016Q4 20187
Tyler-Stone Wealth Management 520.03%0.06%0.08%Q4 2021Q3 20237
Strategic Global Advisors, LLC 520.31%0.46%0.68%Q2 2020Q3 20237
B. Riley Wealth Advisors, Inc. 770.01%0.01%0.01%Q1 2022Q3 20237
MALTESE CAPITAL MANAGEMENT LLC 610.01%0.19%0.31%Q2 2015Q2 20207
PUTNAM INVESTMENTS LLC 410.01%0.01%0.01%Q3 2019Q1 20227
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC 770.03%2.95%4.62%Q4 2015Q2 20177
Center for Financial Planning, Inc. 610.00%0.00%0.00%Q4 2019Q3 20227
Archer Investment Corp 770.16%0.22%0.27%Q1 2022Q3 20237
EAGLE ROCK INVESTMENT COMPANY, LLC 770.43%0.76%1.27%Q1 2022Q3 20237
Caption Management, LLC 210.00%0.09%0.18%Q4 2019Q3 20237
Prospera Financial Services Inc 770.01%0.02%0.07%Q1 2022Q3 20237
Zweig-DiMenna Associates LLC 610.02%1.29%2.12%Q4 2016Q4 20187
Stone Ridge Asset Management LLC 770.03%0.04%0.08%Q4 2018Q2 20207
MASON STREET ADVISORS, LLC 770.00%0.15%0.23%Q2 2013Q4 20147
FLYNN ZITO CAPITAL MANAGEMENT, LLC 521.21%1.44%1.93%Q4 2021Q3 20237
CSat Investment Advisory, L.P. 770.00%0.12%0.74%Q2 2019Q4 20207
KANALY TRUST CO 770.00%0.00%0.00%Q2 2015Q4 20167
XML Financial, LLC 770.03%0.05%0.06%Q1 2022Q3 20237
MONETA GROUP INVESTMENT ADVISORS LLC 770.01%0.14%0.36%Q2 2021Q4 20227
Echo Street Capital Management LLC 310.00%0.01%0.02%Q2 2020Q2 20237
Tikvah Management LLC 770.20%0.34%0.54%Q1 2014Q3 20157
AdvisorNet Financial, Inc 770.00%0.00%0.00%Q4 2021Q2 20237
Matarin Capital Management, LLC 610.03%0.08%0.11%Q2 2015Q2 20187
Atria Wealth Solutions, Inc. 770.00%0.01%0.01%Q1 2022Q3 20237
Johnson Financial Group, Inc. 430.00%0.00%0.01%Q2 2015Q4 20227
Gerber Kawasaki Wealth & Investment Management 610.00%0.14%0.28%Q3 2021Q3 20237
Cerity Partners LLC 610.00%0.01%0.02%Q4 2020Q2 20237
FIRST QUADRANT LLC/CA 770.00%0.02%0.14%Q3 2016Q1 20187
Magnetar Financial LLC 310.01%0.01%0.03%Q1 2014Q3 20237
Virtu Financial LLC 210.01%0.05%0.13%Q1 2018Q3 20237
SIRIOS CAPITAL MANAGEMENT L P 770.27%2.06%4.00%Q4 2021Q2 20237
CenterStar Asset Management, LLC 220.01%0.06%0.24%Q1 2020Q2 20227
Glenview Trust Co 770.01%0.02%0.03%Q2 2021Q4 20227
Timpani Capital Management LLC 770.41%0.64%1.03%Q3 2017Q1 20197
IEQ CAPITAL, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
EAM Investors, LLC 410.31%0.42%0.53%Q2 2017Q1 20217
ACG Wealth 770.05%0.06%0.08%Q4 2013Q2 20157
MARSHALL WACE ASIA Ltd 770.42%1.23%1.74%Q1 2020Q3 20217
Allworth Financial LP 770.00%0.00%0.00%Q1 2022Q3 20237
Clean Yield Group 770.00%0.01%0.01%Q1 2022Q3 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.05%0.13%0.23%Q1 2021Q4 20227
Sovarnum Capital L.P. 611.61%5.38%10.02%Q4 2017Q3 20217
Gideon Capital Advisors, Inc. 210.14%0.24%0.35%Q3 2014Q2 20197
WealthPLAN Partners, LLC 210.00%0.01%0.02%Q1 2015Q2 20237
Rehmann Capital Advisory Group 770.01%0.01%0.01%Q1 2018Q3 20197
Convergence Investment Partners, LLC 310.12%0.18%0.24%Q2 2013Q4 20227
BTC Capital Management, Inc. 610.03%0.04%0.06%Q1 2021Q1 20237
Systematic Alpha Investments, LLC 430.01%0.01%0.01%Q4 2020Q3 20237
ADAGE CAPITAL PARTNERS GP, L.L.C. 310.00%0.01%0.02%Q2 2013Q2 20207
Cerebellum GP, LLC 410.09%0.22%0.30%Q4 2017Q3 20207
CKW FINANCIAL GROUP 770.01%0.01%0.01%Q4 2013Q2 20157
COMMERCE BANK 770.30%0.34%0.38%Q1 2022Q3 20237
SRS Capital Advisors, Inc. 770.01%0.02%0.03%Q1 2022Q3 20237
CVA Family Office, LLC 770.00%0.00%0.00%Q4 2021Q2 20237
TOTH FINANCIAL ADVISORY CORP 770.00%0.04%0.12%Q3 2021Q1 20237
FIL Ltd 770.00%0.05%0.08%Q1 2022Q3 20237
Prana Capital Management, LP 210.44%1.11%2.02%Q1 2018Q2 20237
Assured Investment Management LLC 770.00%0.03%0.06%Q2 2017Q4 20187
OAKBROOK INVESTMENTS LLC 610.01%0.03%0.07%Q1 2018Q4 20197
Edgestream Partners, L.P. 310.02%0.04%0.08%Q2 2021Q3 20237
MERCER GLOBAL ADVISORS INC /ADV 770.00%0.00%0.00%Q1 2022Q3 20237
COLONY GROUP LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Capital Research Global Investors 770.03%0.11%0.20%Q1 2022Q3 20237
Clearstead Advisors, LLC 610.00%0.00%0.01%Q1 2021Q3 20237
State of Wyoming 410.01%0.04%0.08%Q2 2021Q3 20237
WEDGE CAPITAL MANAGEMENT L L P/NC 770.00%0.00%0.01%Q3 2020Q1 20227
DENVER INVESTMENT ADVISORS LLC 770.04%0.13%0.19%Q4 2013Q2 20157
ADVISORY RESEARCH INC 430.01%0.02%0.05%Q1 2019Q4 20227
WHITTIER TRUST CO OF NEVADA INC 770.00%0.00%0.00%Q1 2022Q3 20237
Riverview Trust Co 770.02%0.02%0.02%Q1 2022Q3 20237
Connor, Clark & Lunn Investment Management Ltd. 310.01%0.01%0.02%Q2 2018Q4 20226
Jackson Square Partners, LLC 662.13%2.79%3.62%Q2 2022Q3 20236
LINCOLN NATIONAL CORP 660.01%0.02%0.06%Q2 2022Q3 20236
BOOTHBAY FUND MANAGEMENT, LLC 410.01%0.03%0.08%Q2 2021Q2 20236
IFM Investors Pty Ltd 660.04%0.05%0.06%Q2 2022Q3 20236
AVIVA PLC 660.04%0.06%0.10%Q2 2022Q3 20236
Jasper Ridge Partners, L.P. 660.04%0.06%0.07%Q2 2013Q3 20146
TD Waterhouse Canada Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Sowell Financial Services LLC 660.00%0.00%0.00%Q3 2019Q4 20206
FOX RUN MANAGEMENT, L.L.C. 420.07%0.18%0.24%Q4 2016Q2 20236
Schubert & Co 660.00%0.01%0.01%Q4 2021Q1 20236
Global Endowment Management, LP 410.05%0.45%0.62%Q2 2013Q4 20166
DnB Asset Management AS 660.02%0.02%0.04%Q3 2022Q4 20236
EMINENCE CAPITAL, LP 660.82%1.87%3.28%Q2 2022Q3 20236
Alera Investment Advisors, LLC 660.14%0.19%0.24%Q2 2022Q3 20236
DARK FOREST CAPITAL MANAGEMENT LP 220.01%0.16%0.44%Q2 2021Q3 20236
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 660.02%0.02%0.02%Q2 2022Q3 20236
KBC Group NV 660.00%0.03%0.05%Q2 2022Q3 20236
Vestcor Inc 660.01%0.03%0.03%Q2 2022Q3 20236
XTX Topco Ltd 330.06%0.16%0.21%Q2 2021Q1 20236
Steward Financial Group LLC 420.01%0.02%0.03%Q1 2022Q3 20236
GAM Holding AG 660.01%0.03%0.05%Q2 2018Q3 20196
REGIONS FINANCIAL CORP 660.00%0.00%0.00%Q4 2017Q1 20196
Mn Services Vermogensbeheer B.V. 660.08%0.09%0.10%Q2 2022Q3 20236
Laird Norton Wetherby Wealth Management, LLC 660.01%0.02%0.02%Q2 2022Q3 20236
SPX Gestao de Recursos Ltda 660.42%2.46%6.07%Q1 2020Q2 20216
AlpInvest Partners B.V. 510.45%13.54%22.54%Q4 2012Q2 20146
INTECH INVESTMENT MANAGEMENT LLC 660.00%0.05%0.12%Q2 2022Q3 20236
DELTA ASSET MANAGEMENT LLC/TN 660.00%0.00%0.00%Q3 2019Q4 20206
Gulf International Bank (UK) Ltd 660.04%0.05%0.05%Q2 2022Q3 20236
Korea Investment CORP 660.01%0.04%0.08%Q2 2022Q3 20236
B. Metzler seel. Sohn & Co. AG 660.01%0.01%0.01%Q2 2022Q3 20236
Governors Lane LP 440.30%1.49%2.32%Q4 2021Q3 20226
B. Riley Wealth Management, Inc. 660.01%0.01%0.01%Q1 2014Q2 20156
JUPITER ASSET MANAGEMENT LTD 420.01%0.06%0.14%Q1 2021Q1 20236
Banque Cantonale Vaudoise 660.01%0.04%0.09%Q2 2022Q3 20236
Bayesian Capital Management, LP 310.14%0.19%0.31%Q2 2017Q3 20196
ICC CAPITAL MANAGEMENT INC/ 660.06%0.11%0.16%Q2 2013Q3 20146
DSM CAPITAL PARTNERS LLC 660.02%0.02%0.04%Q2 2013Q3 20146
ICA Group Wealth Management, LLC 660.02%0.04%0.08%Q1 2022Q2 20236
PUBLIC SECTOR PENSION INVESTMENT BOARD 510.01%0.02%0.04%Q4 2019Q3 20236
AMP Capital Investors Ltd 410.00%0.00%0.01%Q1 2018Q2 20206
WHITTIER TRUST CO 310.00%0.00%0.00%Q4 2019Q3 20236
FinTrust Capital Advisors, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
RAMSEY QUANTITATIVE SYSTEMS 420.29%0.62%1.16%Q4 2015Q3 20186
Lido Advisors, LLC 660.00%0.00%0.01%Q2 2022Q3 20236
Argent Trust Co 660.04%0.04%0.05%Q1 2022Q2 20236
Verdence Capital Advisors LLC 660.36%0.41%0.52%Q1 2022Q2 20236
Gladstone Institutional Advisory LLC 310.01%0.02%0.03%Q4 2021Q3 20236
Andra AP-fonden 660.11%0.18%0.26%Q2 2022Q3 20236
Invictus RG 420.01%0.18%0.49%Q4 2016Q2 20186
Mitsubishi UFJ Asset Management Co., Ltd. 660.01%0.02%0.02%Q2 2022Q3 20236
Quantamental Technologies LLC 310.04%0.17%0.41%Q4 2018Q3 20226
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 660.01%0.02%0.04%Q2 2022Q3 20236
Freedman Financial Associates, Inc. 660.66%0.85%1.01%Q4 2020Q1 20226
Blueshift Asset Management, LLC 210.04%0.04%0.07%Q1 2019Q2 20226
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 660.03%0.06%0.08%Q2 2022Q3 20236
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 660.01%0.02%0.02%Q2 2022Q3 20236
Apollon Wealth Management, LLC 310.01%0.02%0.03%Q3 2021Q2 20236
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
SYNOVUS FINANCIAL CORP 510.00%0.00%0.01%Q3 2018Q2 20206
NVWM, LLC 660.00%0.00%0.01%Q3 2021Q4 20226
Impax Asset Management Group plc 660.01%0.01%0.01%Q1 2021Q2 20226
WCM INVESTMENT MANAGEMENT, LLC 661.02%1.60%1.86%Q2 2022Q3 20236
SJS Investment Consulting Inc. 510.00%0.00%0.00%Q1 2022Q3 20236
DERBY & COMPANY, INC 660.08%0.09%0.11%Q2 2020Q3 20216
FORSTA AP-FONDEN 660.03%0.09%0.12%Q2 2022Q3 20236
Atlas Private Wealth Advisors 660.01%0.01%0.02%Q2 2020Q3 20216
UNITED SERVICES AUTOMOBILE ASSOCIATION 660.00%0.00%0.01%Q1 2018Q2 20196
Disciplined Investments, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
Amundi 660.01%0.01%0.02%Q2 2022Q3 20236
Airain ltd 310.01%0.05%0.10%Q1 2014Q2 20176
PRUDENTIAL PLC 660.01%0.04%0.07%Q2 2022Q3 20236
Campbell & CO Investment Adviser LLC 310.09%0.18%0.39%Q2 2019Q3 20226
Forum Financial Management, LP 550.01%0.01%0.01%Q3 2022Q3 20235
SUNTRUST BANKS INC 550.00%0.01%0.01%Q3 2018Q3 20195
BMS Financial Advisors, LLC 550.22%0.34%0.44%Q2 2022Q2 20235
CAXTON ASSOCIATES LP 210.02%0.05%0.11%Q2 2018Q1 20215
Merit Financial Group, LLC 550.01%0.01%0.02%Q2 2022Q2 20235
MUFG Securities EMEA plc 210.00%0.02%0.04%Q2 2018Q4 20205
EFG Asset Management (Americas) Corp. 550.48%0.59%0.69%Q3 2022Q3 20235
GCM Grosvenor Holdings, LLC 552.12%5.33%9.90%Q3 2022Q3 20235
Sapphire Star Partners LP 550.88%1.06%1.45%Q4 2017Q4 20185
TFO Wealth Partners, LLC 410.00%0.00%0.01%Q4 2021Q3 20235
LEVEL FOUR ADVISORY SERVICES, LLC 550.02%0.06%0.12%Q1 2022Q1 20235
Graves Light Lenhart Wealth, Inc. 550.02%0.02%0.02%Q1 2021Q1 20225
Centiva Capital, LP 310.02%0.03%0.05%Q2 2020Q3 20235
American Trust 550.04%0.05%0.06%Q4 2021Q4 20225
HIGHLAND CAPITAL MANAGEMENT LP 550.23%0.44%0.60%Q3 2017Q3 20185
Elgethun Capital Management 550.06%0.07%0.08%Q3 2022Q3 20235
HAMILTON LANE ADVISORS LLC 550.66%4.08%10.80%Q2 2013Q2 20145
TWIN CAPITAL MANAGEMENT INC 550.17%0.23%0.26%Q2 2019Q2 20205
MUFG Americas Holdings Corp 310.00%0.02%0.03%Q2 2017Q3 20195
SHEETS SMITH WEALTH MANAGEMENT 320.10%0.13%0.16%Q1 2018Q2 20195
Capitolis Advisors LLC 550.04%0.05%0.06%Q4 2020Q4 20215
Kore Private Wealth LLC 320.00%0.00%0.00%Q4 2018Q2 20205
Polar Capital Holdings Plc 550.08%0.10%0.13%Q4 2021Q4 20225
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 550.04%0.05%0.05%Q3 2022Q3 20235
Alta Advisers Ltd 550.04%0.04%0.04%Q3 2022Q3 20235
Aurora Investment Counsel 550.14%0.87%1.43%Q2 2013Q2 20145
Harvest Investment Services, LLC 550.24%0.48%0.78%Q1 2022Q1 20235
Achmea Investment Management B.V. 550.00%0.02%0.05%Q2 2022Q2 20235
Larson Financial Group LLC 550.00%0.00%0.00%Q3 2022Q3 20235
MSI Financial Services Inc 550.00%0.00%0.00%Q4 2015Q4 20165
Sculptor Capital LP 220.00%0.02%0.10%Q4 2015Q1 20165
Crosspoint Capital Strategies, LLC 210.00%0.85%2.30%Q4 2013Q3 20155
Alyeska Investment Group, L.P. 310.12%0.40%0.78%Q3 2013Q3 20235
OSSIAM 550.00%0.03%0.12%Q3 2022Q3 20235
Legacy Wealth Planning, LLC 550.25%0.43%0.69%Q3 2021Q3 20225
Mariner, LLC 550.00%0.00%0.01%Q3 2022Q3 20235
Cinctive Capital Management LP 210.04%0.30%0.80%Q4 2021Q3 20235
Candriam S.C.A. 550.01%0.06%0.09%Q3 2022Q3 20235
Crescent Park Management, L.P. 552.92%5.53%7.10%Q4 2014Q4 20155
EFG Asset Management (North America) Corp. 550.84%1.01%1.24%Q3 2022Q3 20235
CrestPoint Capital Management, LLC 550.28%0.40%0.49%Q4 2013Q4 20145
Vontobel Holding Ltd. 550.00%0.00%0.00%Q3 2022Q3 20235
DRIEHAUS CAPITAL MANAGEMENT LLC 410.00%0.14%0.27%Q1 2022Q3 20235
Cambridge Investment Research Advisors, Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
Laurel Wealth Advisors, Inc. 550.03%0.05%0.09%Q4 2021Q4 20225
USA FINANCIAL FORMULAS 210.10%0.20%0.26%Q1 2017Q1 20225
FAYEZ SAROFIM & CO 550.00%0.00%0.00%Q1 2021Q1 20225
SUN LIFE FINANCIAL INC 550.01%0.01%0.01%Q3 2018Q3 20195
BUCKINGHAM STRATEGIC PARTNERS, LLC 310.20%0.36%0.50%Q1 2022Q3 20235
HG Vora Capital Management, LLC 554.34%5.46%6.09%Q3 2020Q3 20215
ALGERT GLOBAL LLC 320.03%0.15%0.24%Q3 2021Q1 20235
Eudaimonia Partners, LLC 410.01%0.01%0.01%Q4 2019Q1 20215
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 550.08%0.09%0.10%Q1 2019Q1 20205
Tredje AP-fonden 550.04%0.05%0.07%Q3 2022Q3 20235
Tidal Investments LLC 550.01%0.03%0.06%Q3 2022Q3 20235
MANCHESTER FINANCIAL INC 550.00%0.01%0.01%Q1 2020Q1 20215
Stelac Advisory Services LLC 550.18%0.31%0.36%Q2 2022Q2 20235
Egerton Capital (UK) LLP 550.77%1.75%2.28%Q1 2022Q1 20235
Rosenberg Matthew Hamilton 550.00%0.00%0.00%Q3 2022Q3 20235
PICTET ASSET MANAGEMENT LTD 550.00%0.00%0.00%Q2 2020Q2 20215
SEI TRUST CO 550.00%0.00%0.00%Q3 2013Q3 20145
HMS Capital Management, LLC 550.16%0.17%0.20%Q3 2022Q3 20235
HARBOUR INVESTMENTS, INC. 320.00%0.00%0.00%Q1 2021Q3 20235
Thrive Wealth Management, LLC 550.06%0.07%0.10%Q3 2022Q3 20235
Leucadia National 440.00%0.01%0.04%Q4 2022Q3 20235
Redhawk Wealth Advisors, Inc. 550.47%0.50%0.58%Q3 2022Q3 20235
National Pension Service 550.04%0.05%0.05%Q3 2022Q3 20235
NEXT Financial Group, Inc 550.00%0.02%0.03%Q4 2020Q4 20215
Veritable, L.P. 210.00%0.00%0.00%Q4 2013Q2 20234
Stux Capital Management, LLC 440.26%0.42%0.60%Q3 2013Q2 20144
Pekin Hardy Strauss, Inc. 440.13%1.27%2.52%Q2 2015Q1 20164
Congress Wealth Management LLC / DE / 440.02%0.03%0.05%Q4 2021Q3 20224
SAC Capital Advisors LP 440.00%0.00%0.01%Q2 2013Q1 20144
Brookfield Asset Management 110.00%0.02%0.04%Q2 2020Q2 20234
DUPONT CAPITAL MANAGEMENT CORP 210.02%0.04%0.06%Q2 2017Q2 20194
Investment Management Corp of Ontario 440.04%0.08%0.16%Q4 2022Q3 20234
ADVANTAGE INVESTMENT MANAGEMENT, LLC 440.00%0.00%0.00%Q2 2016Q1 20174
Moisand Fitzgerald Tamayo, LLC 310.00%0.00%0.00%Q1 2022Q1 20234
GARGOYLE INVESTMENT ADVISOR L.L.C. 310.12%0.22%0.36%Q1 2016Q2 20184
Crossmark Global Holdings, Inc. 440.02%0.03%0.03%Q4 2022Q3 20234
Ledyard National Bank 440.00%0.00%0.00%Q4 2013Q3 20144
EMORY UNIVERSITY 221.49%2.29%3.90%Q2 2015Q1 20174
Tanglewood Legacy Advisors, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
MONEY CONCEPTS CAPITAL CORP 440.00%0.00%0.00%Q1 2022Q4 20224
Markel Corporation 440.01%0.31%0.86%Q4 2022Q3 20234
Itau Unibanco Holding S.A. 440.09%0.13%0.18%Q2 2020Q1 20214
Princeton Alpha Management LP 210.05%0.13%0.23%Q1 2014Q1 20174
Metis Global Partners, LLC 440.02%0.03%0.03%Q4 2022Q3 20234
NorthRock Partners, LLC 310.08%0.23%0.30%Q4 2014Q4 20164
Corient Private Wealth LLC 440.02%0.02%0.02%Q4 2022Q3 20234
CACTI ASSET MANAGEMENT LLC 440.02%0.03%0.03%Q1 2016Q4 20164
Compagnie Lombard Odier SCmA 440.02%0.05%0.08%Q4 2022Q3 20234
Silvant Capital Management LLC 440.12%0.16%0.24%Q4 2022Q3 20234
DGS Capital Management, LLC 440.15%0.16%0.17%Q2 2022Q1 20234
Jupiter Investment Management Ltd 210.00%0.03%0.05%Q1 2016Q1 20194
Kessler Investment Group, LLC 440.08%0.13%0.16%Q2 2015Q1 20164
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 440.00%0.00%0.00%Q3 2018Q2 20194
Baker Avenue Asset Management, LP 440.00%0.00%0.00%Q4 2022Q3 20234
RS INVESTMENT MANAGEMENT CO LLC 310.16%0.27%0.32%Q2 2013Q2 20144
NORTHPOINTE CAPITAL LLC 440.78%1.27%1.50%Q4 2018Q3 20194
Piermont Capital Management Inc. 440.67%0.82%1.01%Q1 2017Q4 20174
Wealthfront Advisers LLC 440.00%0.01%0.01%Q4 2022Q3 20234
KEYBANK NATIONAL ASSOCIATION/OH 440.00%0.00%0.00%Q2 2013Q1 20144
UNITED CAPITAL FINANCIAL ADVISORS, LLC 220.00%0.02%0.06%Q1 2019Q1 20204
STRYCKER VIEW CAPITAL LLC 215.04%5.61%6.37%Q1 2018Q2 20204
Cumberland Partners Ltd 310.05%0.09%0.12%Q3 2022Q3 20234
Golden State Wealth Management, LLC 310.01%0.01%0.02%Q1 2019Q1 20204
SECOR Capital Advisors, LP 210.11%0.26%0.50%Q3 2014Q2 20184
Kemnay Advisory Services Inc. 220.09%0.14%0.25%Q1 2020Q2 20214
B. Metzler seel. Sohn & Co. Holding AG 440.00%0.00%0.01%Q4 2020Q3 20214
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 440.03%0.14%0.19%Q2 2022Q1 20234
JANICZEK WEALTH MANAGEMENT, LLC 440.00%0.01%0.02%Q4 2022Q3 20234
Gyon Technologies Capital Management, LP 210.47%0.88%1.33%Q4 2020Q4 20224
Sterling Group Wealth Management, LLC 441.32%1.42%1.54%Q4 2022Q3 20234
Horizon Investment Services, LLC 440.48%1.32%1.78%Q2 2019Q1 20204
Summit Global Investments 440.08%0.31%0.47%Q4 2022Q3 20234
Quarry LP 440.00%0.01%0.01%Q4 2022Q3 20234
CORNERCAP INVESTMENT COUNSEL INC 440.14%0.16%0.19%Q4 2022Q3 20234
Chiron Investment Management, LLC 311.65%3.15%4.92%Q4 2020Q4 20214
HIGHBRIDGE CAPITAL MANAGEMENT LLC 210.01%0.02%0.03%Q3 2014Q3 20174
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Placemark Investments, Inc. 220.00%0.00%0.00%Q4 2013Q4 20144
TWINBEECH CAPITAL LP 210.07%0.29%0.73%Q4 2019Q1 20234
Western Wealth Management, LLC 440.02%0.02%0.03%Q4 2021Q3 20224
GATEWAY INVESTMENT ADVISERS LLC 440.01%0.03%0.05%Q4 2022Q3 20234
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 440.01%0.01%0.01%Q1 2015Q4 20154
Householder Group Estate & Retirement Specialist, LLC 310.00%0.00%0.00%Q3 2022Q3 20234
Pivot Point Capital Partners, LLC 447.21%9.33%10.62%Q2 2013Q1 20144
Better Money Decisions, LLC 310.02%0.02%0.03%Q1 2021Q2 20224
COMMONWEALTH BANK OF AUSTRALIA 440.01%0.01%0.01%Q3 2018Q2 20194
TOKIO MARINE ASSET MANAGEMENT CO LTD 440.02%0.02%0.03%Q4 2022Q3 20234
Western Standard LLC 440.58%0.69%0.74%Q3 2017Q2 20184
FULLER & THALER ASSET MANAGEMENT, INC. 220.00%0.00%0.01%Q1 2014Q4 20174
Connectus Wealth, LLC 440.03%0.03%0.03%Q4 2022Q3 20234
Total Clarity Wealth Management, Inc. 210.00%0.00%0.00%Q4 2019Q4 20214
Bleakley Financial Group, LLC 440.03%0.03%0.04%Q4 2022Q3 20234
Hexagon Capital Partners LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Coronation Asset Management (Pty) Ltd. 440.32%0.57%0.77%Q2 2015Q1 20164
First Personal Financial Services 440.00%0.00%0.00%Q4 2014Q3 20154
NUANCE INVESTMENTS, LLC 440.20%1.05%2.27%Q4 2014Q3 20154
CreativeOne Wealth, LLC 440.02%0.03%0.03%Q3 2022Q2 20234
Asset Dedication, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
ONTARIO TEACHERS PENSION PLAN BOARD 310.01%0.04%0.07%Q4 2018Q3 20234
FORA Capital, LLC 220.07%0.10%0.11%Q3 2020Q3 20214
HL FINANCIAL SERVICES LLC 440.01%0.01%0.01%Q1 2018Q4 20184
Park Place Capital Corp 440.00%0.00%0.00%Q4 2022Q3 20234
West Oak Capital, LLC 310.01%0.01%0.01%Q3 2022Q3 20234
BRIDGEWAY CAPITAL MANAGEMENT, LLC 440.06%0.06%0.06%Q4 2022Q3 20234
HighPoint Advisor Group LLC 310.03%0.04%0.05%Q1 2021Q2 20224
361 CAPITAL LLC 310.19%0.42%0.67%Q1 2017Q2 20204
Livforsakringsbolaget Skandia, Omsesidigt 440.00%0.00%0.00%Q4 2022Q3 20234
Palestra Capital Management LLC 443.11%4.00%5.06%Q2 2014Q1 20154
Machina Capital S.A.S. 210.01%0.06%0.09%Q1 2019Q1 20234
Brookstone Capital Management 210.00%0.00%0.01%Q2 2015Q3 20224
FIRST HORIZON CORP 440.00%0.00%0.00%Q3 2020Q2 20214
Koshinski Asset Management, Inc. 310.01%0.01%0.02%Q3 2021Q3 20224
Corient Capital Partners, LLC 440.01%0.02%0.03%Q4 2021Q3 20224
ClearBridge Investments 440.00%0.00%0.00%Q2 2017Q1 20184
FIRST MIDWEST BANK TRUST DIVISION 440.05%0.15%0.22%Q2 2020Q1 20214
HANCOCK WHITNEY CORP 440.02%0.02%0.03%Q2 2019Q1 20204
AGF MANAGEMENT LTD 440.56%0.65%0.69%Q4 2022Q3 20234
First County Bank /CT/ 440.17%0.19%0.22%Q4 2022Q3 20234
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
LGT Fund Management Co Ltd. 440.27%0.64%1.03%Q2 2022Q1 20234
LBP AM SA 440.03%0.05%0.08%Q4 2022Q3 20234
COLDSTREAM CAPITAL MANAGEMENT INC 440.01%0.01%0.01%Q4 2022Q3 20234
Coronation Fund Managers Ltd. 440.18%0.41%0.54%Q4 2022Q3 20234
BDO Wealth Advisors, LLC 310.00%0.00%0.01%Q2 2017Q3 20184
USAdvisors Wealth Management, LLC 330.26%0.34%0.39%Q1 2018Q3 20183
SEEYOND 330.03%0.06%0.07%Q2 2022Q4 20223
TURNER INVESTMENTS LLC 330.04%0.06%0.08%Q4 2013Q2 20143
WILMINGTON TRUST CO 330.00%0.00%0.00%Q4 2013Q2 20143
Pacer Advisors, Inc. 330.04%0.05%0.07%Q1 2017Q3 20173
SummerHaven Investment Management, LLC 330.43%0.44%0.47%Q4 2020Q2 20213
Counterpoint Mutual Funds LLC 110.07%0.14%0.27%Q1 2022Q1 20233
Paragon Advisors, LLC 330.43%0.58%0.82%Q1 2023Q3 20233
GENERAL MOTORS INVESTMENT MANAGEMENT CORP 210.07%0.07%0.08%Q2 2013Q1 20143
Aquatic Capital Management LLC 210.08%0.30%0.51%Q2 2022Q1 20233
FNY Managed Accounts LLC 330.00%0.02%0.04%Q3 2017Q1 20183
Salzman Financial Management 335.61%6.75%8.51%Q2 2014Q4 20143
Invictus RG Pte. Ltd. 210.01%0.13%0.31%Q3 2013Q3 20143
Hoxton Financial, Inc. 330.01%0.01%0.01%Q2 2013Q4 20133
RFP Financial Group LLC 330.01%0.01%0.01%Q4 2022Q2 20233
AIGEN INVESTMENT MANAGEMENT, LP 210.04%0.07%0.12%Q1 2020Q4 20223
Orion Portfolio Solutions, LLC 210.00%0.01%0.01%Q1 2020Q3 20233
Anchor Investment Management, LLC 330.08%0.12%0.19%Q2 2023Q4 20233
STATE OF MICHIGAN RETIREMENT SYSTEM 210.00%0.00%0.01%Q3 2013Q3 20233
PSI Advisors, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Transamerica Financial Advisors, Inc. 330.07%0.09%0.10%Q1 2023Q3 20233
NEXPOINT ASSET MANAGEMENT, L.P. 330.08%0.15%0.23%Q3 2019Q1 20203
CTC Capital Management, LLC 210.30%0.92%1.97%Q1 2022Q1 20233
Moran Wealth Management, LLC 330.02%0.05%0.07%Q4 2022Q2 20233
Ruggie Capital Group 330.01%0.02%0.02%Q4 2014Q2 20153
Standard Family Office LLC 210.00%0.03%0.05%Q4 2021Q3 20223
Blue Pool Management Ltd. 331.16%1.17%1.18%Q4 2017Q2 20183
HIGHLAND CAPITAL MANAGEMENT, LLC 110.08%0.11%0.14%Q4 2019Q2 20233
BEACON INVESTMENT ADVISORS LLC 330.71%1.57%2.47%Q1 2023Q3 20233
Banco Santander, S.A. 210.01%0.01%0.01%Q1 2018Q1 20233
GoalVest Advisory LLC 330.00%0.01%0.01%Q2 2023Q4 20233
Tourbillon Capital Partners, L.P. 332.23%3.26%5.14%Q1 2018Q3 20183
OMT Capital Management LLC 330.97%1.05%1.10%Q2 2015Q4 20153
TLP GROUP LLC 110.00%0.06%0.17%Q3 2016Q4 20173
Advocacy Wealth Management Services, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
CLEARFIELD CAPITAL MANAGEMENT LP 334.58%5.82%6.50%Q1 2018Q3 20183
DUALITY ADVISERS, LP 210.14%0.23%0.32%Q4 2022Q3 20233
STONNINGTON GROUP, LLC 210.04%0.11%0.16%Q4 2021Q1 20233
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 330.00%0.00%0.00%Q3 2022Q1 20233
Callodine Capital Management, LP 210.82%1.10%1.47%Q3 2020Q1 20223
REILLY FINANCIAL ADVISORS, LLC 330.00%0.00%0.00%Q4 2020Q2 20213
Lisanti Capital Growth, LLC 210.26%0.72%1.02%Q2 2018Q3 20223
WESBANCO BANK INC 210.03%0.05%0.07%Q2 2022Q1 20233
WESTWOOD HOLDINGS GROUP INC 330.07%0.10%0.13%Q1 2022Q3 20223
THAMES CAPITAL MANAGEMENT LLC 331.85%2.59%3.19%Q1 2023Q3 20233
Estate Counselors, LLC 330.14%0.15%0.17%Q1 2023Q3 20233
Wing Lake Capital, LLC 333.65%3.86%4.17%Q4 2013Q2 20143
Root Financial Partners, LLC 330.17%0.18%0.19%Q1 2023Q3 20233
NFJ INVESTMENT GROUP, LLC 330.01%0.06%0.18%Q1 2021Q3 20213
Nine Chapters Capital Management LLC 330.11%0.29%0.52%Q3 2013Q1 20143
STAMINA CAPITAL MANAGEMENT LP 222.66%3.21%4.07%Q2 2022Q3 20223
ING GROEP NV 210.02%0.03%0.04%Q1 2014Q4 20223
Financial Management Professionals, Inc. 210.01%0.02%0.02%Q2 2019Q4 20223
Weiss Multi-Strategy Advisers LLC 210.30%0.51%0.65%Q4 2022Q3 20233
TRUST DEPARTMENT MB FINANCIAL BANK N A 330.01%0.01%0.02%Q3 2015Q1 20163
SMITH ASSET MANAGEMENT GROUP LP 330.27%0.31%0.34%Q1 2019Q3 20193
HARTFORD INVESTMENT MANAGEMENT CO 330.01%0.01%0.01%Q2 2018Q4 20183
CAMBRIDGE TRUST CO 210.00%0.00%0.00%Q4 2021Q3 20233
Financial Gravity Companies, Inc. 210.00%0.01%0.01%Q4 2017Q4 20183
EXCHANGE TRADED CONCEPTS, LLC 210.01%0.08%0.18%Q2 2020Q2 20223
O'Brien Wealth Partners LLC 330.02%0.02%0.02%Q1 2018Q3 20183
Gryphon Financial Partners LLC 330.00%0.00%0.00%Q4 2017Q2 20183
SEGALL BRYANT & HAMILL, LLC 330.23%0.24%0.25%Q3 2014Q1 20153
Jump Financial, LLC 210.02%0.02%0.03%Q1 2022Q4 20223
EMERALD MUTUAL FUND ADVISERS TRUST 330.01%0.02%0.02%Q4 2013Q2 20143
ETRADE Capital Management LLC 330.01%0.02%0.02%Q1 2018Q3 20183
OSTRUM ASSET MANAGEMENT 330.06%0.07%0.08%Q1 2023Q3 20233
ABNER HERRMAN & BROCK LLC 330.10%0.38%0.54%Q3 2022Q1 20233
Lighthouse Investment Partners, LLC 210.01%0.02%0.05%Q4 2022Q3 20233
CAROLINAS WEALTH CONSULTING LLC 210.00%0.00%0.00%Q3 2020Q1 20233
GAM SYSTEMATIC LLP 330.01%0.08%0.13%Q1 2017Q3 20173
Carroll Financial Associates, Inc. 210.00%0.00%0.00%Q3 2015Q1 20213
HM PAYSON & CO 210.00%0.42%1.28%Q2 2022Q3 20233
PREMIER ASSET MANAGEMENT LLC 330.12%0.17%0.20%Q2 2020Q4 20203
Mount Yale Investment Advisors, LLC 330.02%0.03%0.03%Q1 2023Q3 20233
Cape Investment Advisory, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Joseph P. Lucia & Associates, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Crewe Advisors LLC 210.00%0.00%0.00%Q2 2022Q2 20233
Segment Wealth Management, LLC 330.67%0.70%0.74%Q1 2023Q3 20233
WORLDQUANT MILLENNIUM ADVISORS LLC 330.03%0.07%0.10%Q4 2022Q2 20233
Distillate Capital Partners LLC 210.88%0.90%0.91%Q3 2021Q2 20223
Commonwealth Equity Services, Inc 210.00%0.00%0.00%Q2 2015Q4 20163
Brinker Capital Investments, LLC 330.02%0.02%0.03%Q2 2022Q4 20223
NewSquare Capital LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Quintet Private Bank (Europe) S.A. 210.00%0.01%0.03%Q2 2022Q2 20233
Graham Capital Management, L.P. 330.01%0.03%0.08%Q3 2022Q1 20233
BHF Kleinwort Benson Group S.A. 330.02%0.02%0.02%Q3 2015Q1 20163
ROYAL LONDON ASSET MANAGEMENT LTD 330.02%0.03%0.04%Q1 2023Q3 20233
First Allied Advisory Services, Inc. 330.01%0.01%0.01%Q2 2019Q4 20193
Bartlett & Co. LLC 330.00%0.00%0.00%Q2 2022Q4 20223
ASAHI LIFE ASSET MANAGEMENT CO., LTD. 330.04%0.08%0.10%Q2 2022Q4 20223
Checchi Capital Advisers, LLC 210.00%0.01%0.02%Q1 2016Q3 20223
BOSTON PROVIDENT, L.P. 331.69%2.40%2.85%Q2 2013Q4 20133
CenterBook Partners LP 210.06%0.14%0.21%Q4 2022Q3 20233
JT Stratford LLC 330.07%0.08%0.09%Q3 2021Q1 20223
Presidio Capital Management, LLC 330.18%0.22%0.28%Q1 2022Q3 20223
Concourse Capital Management, LLC 331.25%3.29%4.58%Q1 2015Q3 20153
Arlington Partners LLC 330.00%0.01%0.01%Q4 2022Q2 20233
One Wealth Advisors, LLC 330.07%0.07%0.07%Q3 2021Q1 20223
MCF Advisors LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Karp Capital Management Corp 210.00%0.00%0.01%Q2 2015Q1 20173
FIRST MANHATTAN CO. LLC. 330.00%0.00%0.00%Q4 2022Q2 20233
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 210.00%0.05%0.08%Q2 2016Q3 20183
FIRST NATIONAL BANK OF OMAHA 330.01%0.01%0.01%Q1 2021Q3 20213
Blackhawk Capital Partners LLC. 330.80%1.18%1.46%Q1 2023Q3 20233
Foresight Global Investors, Inc. 330.35%0.58%0.96%Q1 2023Q3 20233
MJP ASSOCIATES INC /ADV 210.07%0.07%0.08%Q3 2022Q3 20233
Cannon Global Investment Management, LLC 212.60%5.36%9.35%Q3 2022Q2 20233
Holocene Advisors, LP 210.33%0.38%0.45%Q2 2020Q3 20233
GILDER GAGNON HOWE & CO LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Dixon Hughes Goodman Wealth Advisors LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Olympiad Research LP 220.12%0.17%0.23%Q2 2020Q3 20202
BlackRock Japan Co. Ltd 110.00%0.00%0.00%Q1 2014Q4 20142
Fund Management at Engine No. 1 LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Ten Capital Wealth Advisors, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
MOORE CAPITAL MANAGEMENT, LP 220.11%0.40%0.69%Q1 2023Q2 20232
Weiss Asset Management LP 220.18%0.22%0.26%Q4 2022Q1 20232
NORTHSTAR WEALTH PARTNERS LLC 110.09%0.10%0.11%Q4 2019Q2 20202
COMMERZBANK AKTIENGESELLSCHAFT /FI 110.00%0.00%0.00%Q2 2013Q4 20132
Triasima Portfolio Management inc. 220.13%0.16%0.19%Q4 2022Q1 20232
Capula Management Ltd 110.01%0.01%0.01%Q2 2021Q4 20222
Castellan Group 220.94%1.17%1.40%Q4 2020Q1 20212
Quinn Opportunity Partners LLC 220.13%0.18%0.23%Q2 2015Q3 20152
MIRABELLA FINANCIAL SERVICES LLP 110.10%0.14%0.17%Q4 2020Q1 20222
FourThought Financial, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
CREDIT AGRICOLE S A 110.00%0.00%0.00%Q1 2014Q3 20162
Kiwi Wealth Investments Limited Partnership 220.10%0.10%0.10%Q1 2023Q2 20232
Oak Point Wealth Management 220.01%0.01%0.01%Q4 2017Q1 20182
TFS CAPITAL LLC 220.03%0.04%0.04%Q4 2013Q1 20142
Castleview Partners, LLC 110.00%0.01%0.01%Q2 2021Q4 20222
Headlands Technologies LLC 220.19%0.29%0.39%Q2 2023Q3 20232
Man Investments Ltd 220.02%0.07%0.12%Q4 2013Q1 20142
Redpoint Investment Management Pty Ltd 220.04%0.05%0.06%Q2 2022Q3 20222
Scoria Capital Partners LP 220.32%0.71%1.10%Q2 2015Q3 20152
TRUST CO OF VERMONT 110.00%0.00%0.00%Q3 2022Q3 20232
Full18 Capital LLC 111.81%2.05%2.28%Q4 2020Q1 20222
GW&K Investment Management, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
OPPENHEIMER & CO INC 220.00%0.00%0.01%Q4 2022Q1 20232
CIBC WORLD MARKETS CORP 220.02%0.02%0.03%Q4 2019Q1 20202
UniSuper Management Pty Ltd 220.00%0.00%0.00%Q2 2023Q3 20232
Frontier Wealth Management LLC 220.03%0.04%0.04%Q4 2016Q1 20172
Cordant, Inc. 110.00%0.00%0.00%Q3 2021Q1 20222
Jump Trading, LLC 220.02%0.02%0.02%Q1 2018Q2 20182
Acrospire Investment Management LLC 110.02%0.02%0.02%Q2 2016Q1 20172
LIBERTY WEALTH MANAGEMENT LLC 220.00%0.01%0.01%Q2 2021Q3 20212
Visium Asset Management, LP 110.00%0.00%0.00%Q1 2014Q1 20152
RQSI Ltd 220.25%0.35%0.45%Q4 2014Q1 20152
Avalon Investment & Advisory 220.52%0.54%0.55%Q3 2022Q4 20222
DEERE & CO 220.01%0.02%0.02%Q4 2013Q1 20142
BEACONLIGHT CAPITAL, LLC 223.99%4.97%5.94%Q4 2017Q1 20182
Bellwether Advisors, LLC 220.14%0.20%0.25%Q2 2022Q3 20222
Monashee Investment Management LLC 220.40%1.06%1.71%Q4 2016Q1 20172
13D Management LLC 222.97%3.01%3.04%Q3 2015Q4 20152
Grey Fox Wealth Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Banco de Sabadell, S.A 220.10%0.10%0.11%Q1 2018Q2 20182
V-Square Quantitative Management LLC 220.06%0.06%0.08%Q2 2023Q3 20232
Integrated Wealth Concepts LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Kula Investments, LLC 220.10%0.14%0.17%Q4 2022Q1 20232
Perigon Wealth Management, LLC 110.01%0.01%0.01%Q4 2020Q3 20232
York Capital Management Global Advisors, LLC 220.44%0.51%0.59%Q1 2021Q2 20212
UBS OCONNOR LLC 220.15%0.18%0.21%Q4 2013Q1 20142
Marcato Capital 221.10%7.10%13.10%Q3 2015Q4 20152
Hill Investment Group Partners, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
SANDLER CAPITAL MANAGEMENT 220.70%0.75%0.81%Q4 2016Q1 20172
Capital Advisors, Ltd. LLC 110.00%0.00%0.00%Q1 2022Q3 20222
AXQ CAPITAL, LP 110.15%0.27%0.38%Q4 2022Q3 20232
Stonerise Capital Management, LLC 221.69%3.13%4.56%Q4 2015Q1 20162
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q2 2017Q2 20212
Meridian Wealth Management, LLC 220.20%0.20%0.20%Q3 2017Q4 20172
Caprock Group, LLC 220.03%0.03%0.03%Q2 2022Q3 20222
HST Ventures, LLC 221.64%2.35%3.07%Q2 2023Q3 20232
OMERS ADMINISTRATION Corp 220.02%0.04%0.06%Q2 2015Q3 20152
Global Wealth Strategies & Associates 220.00%0.00%0.01%Q3 2023Q4 20232
Emerald Acquisition Ltd. 220.00%0.00%0.00%Q2 2016Q3 20162
Signition LP 220.15%0.16%0.18%Q1 2019Q2 20192
First Capital Advisors Group, LLC. 110.03%0.03%0.03%Q1 2018Q2 20232
Empowered Funds, LLC 220.21%0.26%0.30%Q3 2022Q4 20222
OLD MISSION CAPITAL LLC 110.03%0.03%0.03%Q3 2021Q1 20222
Parian Global Management LP 112.63%3.01%3.38%Q1 2020Q4 20202
AdvisorShares Investments LLC 110.12%0.14%0.15%Q1 2022Q2 20232
Cornerstone Financial Partners, LLC 220.44%0.44%0.46%Q3 2017Q4 20172
Concorde Asset Management, LLC 220.54%0.56%0.57%Q2 2023Q3 20232
MOTCO 220.00%0.00%0.00%Q2 2023Q3 20232
MANGROVE PARTNERS IM, LLC 220.65%1.06%1.47%Q2 2020Q3 20202
RAINIER INVESTMENT MANAGEMENT LLC 220.13%0.17%0.20%Q1 2014Q2 20142
ANALYTIC INVESTORS, LLC 220.04%0.04%0.04%Q2 2015Q3 20152
Watershed Asset Management, L.L.C. 221.75%1.90%2.06%Q2 2015Q3 20152
CoreCap Advisors, LLC 110.00%0.01%0.01%Q2 2022Q4 20222
Ascent Group, LLC 220.05%0.06%0.07%Q3 2022Q4 20222
Spot Trading L.L.C 220.00%0.00%0.00%Q1 2014Q2 20142
VALLEY WEALTH MANAGERS, INC. 220.02%0.03%0.03%Q2 2023Q3 20232
FNY Partners Fund LP 110.01%0.02%0.04%Q1 2017Q4 20172
Alcosta Capital Management, Inc. 222.37%2.38%2.40%Q3 2022Q4 20222
M&G INVESTMENT MANAGEMENT LTD 220.00%0.01%0.01%Q3 2022Q4 20222
VAN ECK ASSOCIATES CORP 220.01%0.01%0.01%Q2 2023Q3 20232
KORNITZER CAPITAL MANAGEMENT INC /KS 220.11%0.12%0.12%Q2 2015Q3 20152
Seawolf Capital, LLC 220.99%1.44%1.89%Q4 2015Q1 20162
CLEAR STREET MARKETS LLC 110.00%0.10%0.20%Q2 2016Q4 20222
Fermata Advisors, LLC 220.07%0.08%0.08%Q4 2021Q1 20222
CAPSTONE ASSET MANAGEMENT CO 220.01%0.01%0.01%Q2 2013Q3 20132
Cresset Asset Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Yarbrough Capital, LLC 220.02%0.04%0.05%Q2 2023Q3 20232
Ceredex Value Advisors LLC 220.00%0.00%0.00%Q2 2023Q3 20232
BALASA DINVERNO & FOLTZ LLC 220.04%0.05%0.06%Q2 2022Q3 20222
Sullivan, Bruyette, Speros & Blaney, LLC 220.01%0.01%0.01%Q4 2020Q1 20212
Genus Capital Management Inc. 220.08%0.09%0.09%Q2 2023Q3 20232
Berger Financial Group, Inc 220.02%0.02%0.02%Q2 2023Q3 20232
Wedmont Private Capital 220.03%0.03%0.03%Q2 2023Q3 20232
HAP Trading, LLC 110.00%0.75%1.50%Q3 2019Q2 20222
Calvert Investment Management, Inc. 110.01%0.01%0.01%Q4 2015Q4 20162
VETAMER CAPITAL MANAGEMENT, L.P. 220.71%0.91%1.10%Q2 2023Q3 20232
Clear Harbor Asset Management, LLC 220.06%0.26%0.47%Q1 2015Q2 20152
BANQUE PICTET & CIE SA 220.01%0.01%0.01%Q2 2023Q3 20232
Sutton Wealth Advisors Inc. 220.00%0.00%0.00%Q4 2022Q1 20232
Astrantus Ltd 220.17%0.28%0.40%Q4 2021Q1 20222
Cherry Tree Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
ADVISOR PARTNERS II, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Pacifica Partners Inc. 220.00%0.00%0.00%Q2 2021Q3 20212
CITIZENS FINANCIAL GROUP INC/RI 220.00%0.00%0.00%Q1 2020Q2 20202
NORTHERN TRUST CO OF CONNECTICUT 220.07%0.07%0.08%Q2 2013Q3 20132
C M BIDWELL & ASSOCIATES LTD 220.08%0.13%0.17%Q4 2022Q1 20232
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 220.01%0.01%0.01%Q2 2013Q3 20132
Beacon Pointe Advisors, LLC 110.00%0.00%0.00%Q1 2023Q3 20232
1st Global Advisors, Inc. 220.06%0.06%0.06%Q1 2017Q2 20172
Kavar Capital Partners, LLC 220.00%0.00%0.00%Q4 2013Q1 20142
DRW Securities, LLC 110.04%0.11%0.18%Q3 2015Q2 20232
Y-Intercept (Hong Kong) Ltd 110.05%0.07%0.09%Q4 2021Q1 20232
Philadelphia Financial Management of San Francisco, LLC 112.23%2.27%2.32%Q2 2017Q4 20172
QCI ASSET MANAGEMENT INC/NY 220.00%0.00%0.00%Q4 2017Q1 20182
Old North State Trust, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
State of Tennessee, Treasury Department 220.00%0.00%0.00%Q1 2019Q2 20192
Lee Capital Holdings LLC 110.47%0.57%0.68%Q1 2020Q1 20212
Foundry Partners, LLC 110.01%0.01%0.01%Q4 2022Q3 20232
INCEPTIONR LLC 110.12%0.25%0.37%Q1 2023Q3 20232
Colonial Trust Co / SC 220.00%0.00%0.00%Q2 2023Q3 20232
KINGDON CAPITAL MANAGEMENT, L.L.C. 110.65%1.37%2.09%Q1 2017Q1 20232
Saltoro Capital, LP 220.19%0.30%0.41%Q4 2020Q1 20212
CAAS CAPITAL MANAGEMENT LP 110.00%0.01%0.01%Q1 2023Q1 20232
FJ Capital Management LLC 220.03%0.03%0.03%Q4 2017Q1 20182
ALTERNA WEALTH MANAGEMENT, INC 220.28%0.28%0.28%Q3 2019Q4 20192
COLUMBUS CIRCLE INVESTORS 220.03%0.18%0.33%Q2 2020Q3 20202
Tradeworx Inc. 220.19%0.28%0.37%Q1 2014Q2 20142
BRASADA CAPITAL MANAGEMENT, LP 110.09%0.12%0.14%Q4 2021Q2 20222
Capital World Investors 220.02%0.02%0.02%Q3 2022Q4 20222
THOMPSON SIEGEL & WALMSLEY LLC 110.00%0.01%0.02%Q4 2019Q4 20222
FOSTER & MOTLEY INC 220.02%0.02%0.02%Q2 2023Q3 20232
SFG Wealth Management, LLC. 220.24%0.24%0.25%Q2 2023Q3 20232
Rivermont Capital Management LP 113.90%4.28%4.67%Q4 2022Q3 20232
Jane Street Holding, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Santa Fe Partners LLC 110.12%0.12%0.12%Q1 2015Q1 20151
Vinva Investment Management Ltd 110.08%0.08%0.08%Q1 2023Q1 20231
COMERICA SECURITIES,INC. 110.01%0.01%0.01%Q4 2022Q4 20221
Vident Advisory, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
DE BURLO GROUP INC 110.26%0.26%0.26%Q1 2023Q1 20231
Industrial Alliance Investment Management Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
BAILARD, INC. 110.03%0.03%0.03%Q1 2019Q1 20191
DREMAN VALUE MANAGEMENT, L L C 110.00%0.00%0.00%Q1 2016Q1 20161
Prossimo Advisors, LLC 111.80%1.80%1.80%Q4 2022Q4 20221
PROVENCE WEALTH MANAGEMENT GROUP 110.07%0.07%0.07%Q3 2023Q3 20231
BFSG, LLC 110.14%0.14%0.14%Q1 2018Q1 20181
BOULDER HILL CAPITAL MANAGEMENT LP 110.36%0.36%0.36%Q4 2022Q4 20221
BW Gestao de Investimentos Ltda. 112.46%2.46%2.46%Q1 2022Q1 20221
Ovata Capital Management Ltd 110.01%0.01%0.01%Q2 2020Q2 20201
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
BB&T INVESTMENT SERVICES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
D'Orazio & Associates, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
CGN Advisors LLC 110.19%0.19%0.19%Q4 2023Q4 20231
CAPITAL GUARDIAN TRUST CO 110.00%0.00%0.00%Q1 2017Q1 20171
CAPSTONE INVESTMENT ADVISORS, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
PARK NATIONAL CORP /OH/ 110.01%0.01%0.01%Q3 2021Q3 20211
Well Done, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Legacy Financial Group LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Perkins Coie Trust Co 110.00%0.00%0.00%Q3 2023Q3 20231
QRG CAPITAL MANAGEMENT, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
FIFTH LANE CAPITAL, LP 111.03%1.03%1.03%Q3 2022Q3 20221
BANK OF HAWAII 110.03%0.03%0.03%Q1 2023Q1 20231
DRIVE WEALTH MANAGEMENT, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
ALPHASIMPLEX GROUP, LLC 110.26%0.26%0.26%Q3 2021Q3 20211
Kohlberg Kravis Roberts & Co. L.P. 110.61%0.61%0.61%Q1 2015Q1 20151
Selective Wealth Management, Inc. 110.05%0.05%0.05%Q3 2022Q3 20221
KNIGHT CAPITAL GROUP LLC 110.00%0.00%0.00%Q2 2013Q2 20131
MENTA CAPITAL LLC 110.08%0.08%0.08%Q3 2015Q3 20151
Detwiler Fenton Investment Management LLC 110.34%0.34%0.34%Q1 2014Q1 20141
Efficient Advisors, LLC 110.73%0.73%0.73%Q3 2016Q3 20161
Steel Canyon Capital, LLC 111.62%1.62%1.62%Q4 2016Q4 20161
KOCH INDUSTRIES INC 110.14%0.14%0.14%Q1 2018Q1 20181
Csenge Advisory Group 110.00%0.00%0.00%Q3 2018Q3 20181
HARVEST GROUP WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
HOLLENCREST CAPITAL MANAGEMENT 110.00%0.00%0.00%Q3 2023Q3 20231
Qsemble Capital Management, LP 110.16%0.16%0.16%Q4 2022Q4 20221
Index Management Solutions, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Bogart Wealth, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
WINMILL & CO. INC 112.15%2.15%2.15%Q3 2023Q3 20231
Alpine Global Management, LLC 110.04%0.04%0.04%Q2 2020Q2 20201
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Altshuler Shaham Ltd 110.00%0.00%0.00%Q3 2022Q3 20221
Intrinsic Edge Capital Management LLC 110.41%0.41%0.41%Q1 2023Q1 20231
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
WEXFORD CAPITAL LP 110.36%0.36%0.36%Q1 2014Q1 20141
MACROVIEW INVESTMENT MANAGEMENT LLC 110.01%0.01%0.01%Q3 2023Q3 20231
JS Capital Management LLC 110.06%0.06%0.06%Q3 2019Q3 20191
WIPFLI FINANCIAL ADVISORS LLC, 110.01%0.01%0.01%Q3 2022Q3 20221
Crow Point Partners, LLC 110.04%0.04%0.04%Q3 2018Q3 20181
BRIDGES INVESTMENT MANAGEMENT INC 110.01%0.01%0.01%Q3 2019Q3 20191
Intrua Financial, LLC 110.10%0.10%0.10%Q2 2020Q2 20201
Enlightenment Research, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
HBK Sorce Advisory LLC 110.01%0.01%0.01%Q4 2022Q4 20221
NWK Group, Inc. 112.13%2.13%2.13%Q3 2022Q3 20221
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Nebula Research & Development LLC 110.49%0.49%0.49%Q1 2023Q1 20231
Whetstone Capital Advisors, LLC 112.56%2.56%2.56%Q2 2015Q2 20151
PEDDOCK CAPITAL ADVISORS, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Lombard Odier Asset Management (Switzerland) SA 110.03%0.03%0.03%Q1 2023Q1 20231
SPRING CREEK CAPITAL LLC 110.06%0.06%0.06%Q2 2018Q2 20181
Almanack Investment Partners, LLC. 110.00%0.00%0.00%Q3 2022Q3 20221
Neuberger Berman Canada ULC 110.13%0.13%0.13%Q2 2013Q2 20131
L & S Advisors Inc 110.04%0.04%0.04%Q3 2021Q3 20211
Ashler Capital LLC 110.01%0.01%0.01%Q1 2018Q1 20181
JNBA Financial Advisors 110.00%0.00%0.00%Q3 2016Q3 20161
Washington Trust Advisors, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.03%0.03%0.03%Q1 2017Q1 20171
CRAWFORD INVESTMENT COUNSEL INC 110.02%0.02%0.02%Q3 2023Q3 20231
Heritage Wealth Advisors 110.00%0.00%0.00%Q3 2023Q3 20231
MARINO, STRAM & ASSOCIATES LLC 110.00%0.00%0.00%Q1 2019Q1 20191
MFA WEALTH ADVISORS, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Bedel Financial Consulting, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
AMUNDI ASSET MANAGEMENT US, INC. 110.03%0.03%0.03%Q4 2012Q4 20121
Pine River Capital Management L.P. 110.00%0.00%0.00%Q3 2014Q3 20141
Rock Creek Group, LP 110.01%0.01%0.01%Q2 2022Q2 20221
Guardian Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
ASTER INVESTMENT MANAGEMENT CO INC 111.48%1.48%1.48%Q2 2013Q2 20131
Cordatus Wealth Management LLC 110.53%0.53%0.53%Q2 2022Q2 20221
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q2 2023Q2 20231
F/M Investments LLC 111.47%1.47%1.47%Q4 2022Q4 20221
Hellman & Friedman LLC 11100.00%100.00%100.00%Q2 2013Q2 20131
Crestone Asset Management LLC 110.10%0.10%0.10%Q2 2020Q2 20201
PARNASSUS INVESTMENTS, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Nippon Life Global Investors Americas, Inc. 110.18%0.18%0.18%Q2 2019Q2 20191
Ibex Investors LLC 110.02%0.02%0.02%Q2 2019Q2 20191
Parkwood LLC 110.83%0.83%0.83%Q3 2015Q3 20151
Solstein Capital, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
North Peak Capital Management, LLC 115.77%5.77%5.77%Q3 2023Q3 20231
Sonora Investment Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Price Capital Management, Inc. 110.54%0.54%0.54%Q4 2017Q4 20171
FNY Investment Advisers, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
CR Intrinsic Investors, LLC 110.05%0.05%0.05%Q4 2013Q4 20131
CWS Financial Advisors, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Meiji Yasuda Asset Management Co Ltd. 110.01%0.01%0.01%Q3 2023Q3 20231
Claybrook Capital, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
AE Wealth Management LLC 110.00%0.00%0.00%Q1 2023Q1 20231
EMERALD ADVISERS, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Nair Vinay 110.78%0.78%0.78%Q4 2014Q4 20141
Delpha Capital Management, LLC 110.05%0.05%0.05%Q4 2017Q4 20171
iA Global Asset Management Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Delos Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
NKCFO LLC 110.15%0.15%0.15%Q2 2019Q2 20191
Laffer Tengler Investments, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
WELD CAPITAL MANAGEMENT LLC 110.12%0.12%0.12%Q3 2020Q3 20201
Westside Investment Management, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
FREEDOM WEALTH ALLIANCE, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Spark Investment Management LLC 110.14%0.14%0.14%Q4 2016Q4 20161
Santori & Peters, Inc. 110.00%0.00%0.00%Q4 2017Q4 20171
Zebra Capital Management LLC 110.19%0.19%0.19%Q2 2015Q2 20151
Icon Wealth Partners, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
THOROUGHBRED FINANCIAL SERVICES, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Bollard Group LLC 110.00%0.00%0.00%Q2 2023Q2 20231
OneAscent Wealth Management LLC 110.11%0.11%0.11%Q3 2023Q3 20231
SVB WEALTH LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Copeland Capital Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Gateway Wealth Partners, LLC 110.09%0.09%0.09%Q1 2023Q1 20231
Inspire Advisors, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
Thrax Management, LLC 110.13%0.13%0.13%Q4 2016Q4 20161
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC 110.77%0.77%0.77%Q3 2017Q3 20171
Pictet Asset Management Holding SA 110.01%0.01%0.01%Q3 2023Q3 20231
JENNISON ASSOCIATES LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Natixis Investment Managers International 110.01%0.01%0.01%Q2 2022Q2 20221
Vantage Financial Partners Ltd., Inc. 110.26%0.26%0.26%Q3 2017Q3 20171
EFG CAPITAL INTERNATIONAL CORP. 110.65%0.65%0.65%Q2 2023Q2 20231
FIRST CITIZENS BANK & TRUST CO 110.01%0.01%0.01%Q3 2013Q3 20131
Bridgeworth, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
HARBOR CAPITAL ADVISORS, INC. 110.01%0.01%0.01%Q2 2023Q2 20231
CHILDRESS CAPITAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Ceros Financial Services Inc. 110.01%0.01%0.01%Q1 2019Q1 20191
Guidance Point Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Ergoteles LLC 110.01%0.01%0.01%Q3 2022Q3 20221
OLIVER LAGORE VANVALIN INVESTMENT GROUP 110.00%0.00%0.00%Q1 2023Q1 20231
Alua Capital Management LP 112.56%2.56%2.56%Q1 2022Q1 20221
Syverson Strege & Co 110.00%0.00%0.00%Q1 2023Q1 20231
Silverleafe Capital Partners, LLC 110.16%0.16%0.16%Q1 2019Q1 20191
Carmel Capital Partners, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Point72 Middle East FZE 110.01%0.01%0.01%Q1 2023Q1 20231
Kerrisdale Advisers, LLC 110.83%0.83%0.83%Q4 2015Q4 20151
NBC SECURITIES, INC. 110.06%0.06%0.06%Q3 2023Q3 20231
Sunbelt Securities, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Raleigh Capital Management Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Allred Capital Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
BAROMETER CAPITAL MANAGEMENT INC. 110.47%0.47%0.47%Q1 2018Q1 20181
Garrett Wealth Advisory Group, LLC 110.07%0.07%0.07%Q3 2019Q3 20191
COWEN INC. 110.37%0.37%0.37%Q4 2015Q4 20151
Stuart Chaussee & Associates, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
MCKINLEY CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q2 2017Q2 20171
HighTower Trust Company, N.A. 110.04%0.04%0.04%Q2 2022Q2 20221
Absolute Return Capital, LLC 110.01%0.01%0.01%Q4 2014Q4 20141
Greenland Capital Management LP 110.09%0.09%0.09%Q1 2023Q1 20231
Mosaic Family Wealth, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
OVERSEA-CHINESE BANKING Corp Ltd 110.03%0.03%0.03%Q3 2023Q3 20231
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Oak Thistle LLC 110.49%0.49%0.49%Q4 2021Q4 20211
Trek Financial, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Segantii Capital Management Ltd 110.12%0.12%0.12%Q1 2023Q1 20231
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
QVT Financial LP 110.12%0.12%0.12%Q3 2014Q3 20141
EP Wealth Advisors, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Voleon Capital Management LP 110.21%0.21%0.21%Q3 2019Q3 20191
Zions Bancorporation, N.A. 110.00%0.00%0.00%Q4 2022Q4 20221
Ancora Advisors LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Coatue Management 110.00%0.00%0.00%Q4 2019Q4 20191
HHM Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Concert Wealth Management Inc. 110.04%0.04%0.04%Q3 2015Q3 20151
TFC Financial Management, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Arkadios Wealth Advisors 110.02%0.02%0.02%Q3 2023Q3 20231
SHERBROOKE PARK ADVISERS LLC 110.14%0.14%0.14%Q2 2023Q2 20231
COBALT CAPITAL MANAGEMENT, INC. 110.17%0.17%0.17%Q1 2015Q1 20151
Campbell Wealth Management 110.00%0.00%0.00%Q2 2020Q2 20201
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
Samson Rock Capital LLP 111.07%1.07%1.07%Q1 2022Q1 20221
Monument Capital Management 110.00%0.00%0.00%Q3 2018Q3 20181
Provident Wealth Management, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
JSF Financial, LLC 110.23%0.23%0.23%Q3 2022Q3 20221
Simcah Management LLC 110.75%0.75%0.75%Q4 2013Q4 20131
Widmann Financial Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
GQG Partners LLC 110.46%0.46%0.46%Q4 2022Q4 20221
Simply Money Advisors 110.00%0.00%0.00%Q2 2013Q2 20131
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Cornerstone Wealth Group, LLC 110.18%0.18%0.18%Q1 2019Q1 20191
KBI Global Investors Ltd 110.02%0.02%0.02%Q2 2016Q2 20161
Fullerton Fund Management Co Ltd. 110.02%0.02%0.02%Q4 2022Q4 20221
Regal Investment Advisors LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Financial Advisors Network, Inc. 110.01%0.01%0.01%Q4 2016Q4 20161
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
ELEMENT CAPITAL MANAGEMENT LLC 110.03%0.03%0.03%Q1 2019Q1 20191
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Wakefield Asset Management LLLP 111.01%1.01%1.01%Q4 2022Q4 20221
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q3 2022Q3 20221
CIGNA INVESTMENTS INC /NEW 110.05%0.05%0.05%Q3 2023Q3 20231
Avalon Trust Co 110.00%0.00%0.00%Q1 2023Q1 20231
Modera Wealth Management, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Summit Trail Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Levy Wealth Management Group, LLC 110.08%0.08%0.08%Q4 2022Q4 20221
Kepos Capital LP 110.07%0.07%0.07%Q1 2019Q1 20191
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Providence Capital Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
XTX MARKETS LLC 110.57%0.57%0.57%Q4 2020Q4 20201
CM WEALTH ADVISORS LLC 110.23%0.23%0.23%Q1 2023Q1 20231
Diversified Trust Co 110.01%0.01%0.01%Q3 2023Q3 20231
Algebris Investments (UK) LLP 111.07%1.07%1.07%Q4 2014Q4 20141
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
MBE Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Venture Visionary Partners LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Advisors Preferred, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Regent Peak Wealth Advisors LLC 110.00%0.00%0.00%Q4 2020Q4 20201
ROCKEFELLER FINANCIAL SERVICES INC 110.00%0.00%0.00%Q2 2014Q2 20141
Urban Wealth Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
West Tower Group, LLC 110.31%0.31%0.31%Q3 2023Q3 20231
Alpha Paradigm Partners, LLC 110.14%0.14%0.14%Q4 2022Q4 20221
Envestnet Portfolio Solutions, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
ASSOCIATED BANC-CORP 110.00%0.00%0.00%Q1 2020Q1 20201
UNIVERSITY OF NOTRE DAME DU LAC 112.60%2.60%2.60%Q4 2019Q4 20191
1834 INVESTMENT ADVISORS CO 110.01%0.01%0.01%Q2 2022Q2 20221
Amalgamated Financial Corp. 110.03%0.03%0.03%Q1 2022Q1 20221
United Community Bank 110.08%0.08%0.08%Q3 2023Q3 20231
PACES FERRY WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
AustralianSuper Pty Ltd 110.06%0.06%0.06%Q1 2023Q1 20231
CORRADO ADVISORS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
WOLVERINE ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Clearline Capital LP 111.97%1.97%1.97%Q1 2015Q1 20151
Cribstone Capital Management, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Consolidated Planning Corp 110.01%0.01%0.01%Q3 2021Q3 20211
BROWN ADVISORY INC 110.00%0.00%0.00%Q4 2021Q4 20211
Desjardins Global Asset Management Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Truvestments Capital LLC 110.00%0.00%0.00%Q1 2020Q1 20201
HIGHLINE CAPITAL MANAGEMENT, L.P. 117.53%7.53%7.53%Q4 2019Q4 20191
Irish Life Investment Managers Ltd. 110.00%0.00%0.00%Q2 2013Q2 20131
FINANCIAL COUNSELORS INC 110.01%0.01%0.01%Q4 2019Q4 20191
MATHER GROUP, LLC. 110.00%0.00%0.00%Q3 2023Q3 20231
GREEN ARROW CAPITAL MANAGEMENT LLC 110.42%0.42%0.42%Q1 2014Q1 20141
Interchange Capital Partners, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Fulcrum Equity Management 110.00%0.00%0.00%Q3 2019Q3 20191
Wealthcare Advisory Partners LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Exos Asset Management LLC 110.03%0.03%0.03%Q2 2021Q2 20211
Kistler-Tiffany Companies, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
Avidian Wealth Solutions, LLC 110.12%0.12%0.12%Q2 2016Q2 20161
Founders Financial Alliance, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
PERSONAL CFO SOLUTIONS, LLC 110.06%0.06%0.06%Q4 2022Q4 20221
Crabel Capital Management, LLC 110.13%0.13%0.13%Q3 2019Q3 20191
Toscafund Asset Management LLP 1114.82%14.82%14.82%Q1 2022Q1 20221
Dai-ichi Life Insurance Company, Ltd 110.02%0.02%0.02%Q4 2022Q4 20221
Flaharty Asset Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Athanor Capital, LP 110.05%0.05%0.05%Q3 2020Q3 20201
CastleArk Alternatives, LLC 110.38%0.38%0.38%Q3 2021Q3 20211
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This page lists all the filers that currently own LPL FINL HLDGS INC or have owned LPL FINL HLDGS INC in the past.