LOEWS CORP shareholder history

Current and past LOEWS CORP shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.00%0.02%Q2 2013Q3 2023103
BARCLAYS PLC 42420.00%0.01%0.03%Q2 2013Q3 202376
Citadel Advisors 42420.00%0.00%0.05%Q2 2013Q3 202373
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 49490.01%0.04%0.10%Q3 2011Q3 202349
SECURIAN ASSET MANAGEMENT, INC 49490.02%0.03%0.06%Q3 2011Q3 202349
Zurcher Kantonalbank (Zurich Cantonalbank) 48480.01%0.04%0.09%Q4 2011Q3 202348
HSBC HOLDINGS PLC 47470.01%0.03%0.06%Q1 2012Q3 202347
GOLDMAN SACHS GROUP INC 4240.00%0.01%0.02%Q1 2012Q3 202347
CITIGROUP INC 42420.00%0.01%0.03%Q2 2013Q3 202345
Twin Tree Management, LP 510.00%0.01%0.11%Q4 2012Q4 202245
HUNTINGTON NATIONAL BANK 2710.00%0.01%0.01%Q1 2009Q3 202345
Cutler Group LLC / CA 1840.00%0.00%0.04%Q4 2015Q3 202144
ROYAL BANK OF CANADA 42420.00%0.01%0.03%Q2 2013Q3 202344
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 43430.03%0.05%0.08%Q1 2013Q3 202343
CREDIT SUISSE AG/ 43430.01%0.02%0.03%Q1 2013Q3 202343
TEXAS PERMANENT SCHOOL FUND CORP 43430.02%0.04%0.08%Q1 2013Q3 202343
Retirement Systems of Alabama 43430.01%0.04%0.10%Q1 2013Q3 202343
CANADA PENSION PLAN INVESTMENT BOARD 43430.00%0.03%0.10%Q1 2013Q3 202343
BROWN BROTHERS HARRIMAN & CO 43430.00%0.02%0.04%Q1 2013Q3 202343
STATE STREET CORP 42420.03%0.05%0.08%Q2 2013Q3 202342
Mitsubishi UFJ Asset Management Co., Ltd. 42420.02%0.04%0.09%Q2 2013Q3 202342
DAVIS SELECTED ADVISERS 42420.44%0.99%2.36%Q2 2013Q3 202342
Sumitomo Mitsui Trust Holdings, Inc. 42420.02%0.05%0.09%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.00%0.01%0.03%Q2 2013Q3 202342
Daiwa Securities Group Inc. 42420.00%0.00%0.01%Q2 2013Q3 202342
BANK OF MONTREAL /CAN/ 3920.00%0.01%0.02%Q2 2013Q3 202342
HARTFORD INVESTMENT MANAGEMENT CO 42420.03%0.05%0.10%Q2 2013Q3 202342
GREAT WEST LIFE ASSURANCE CO /CAN/ 42420.00%0.03%0.06%Q2 2013Q3 202342
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 42420.01%0.02%0.04%Q2 2013Q3 202342
AMALGAMATED BANK 4020.02%0.04%0.12%Q4 2012Q3 202342
FOUNDATION RESOURCE MANAGEMENT INC 42420.83%1.33%1.82%Q2 2013Q3 202342
LAZARD ASSET MANAGEMENT LLC 42420.00%0.00%0.00%Q2 2013Q3 202342
Parkside Financial Bank & Trust 42420.00%1.20%7.38%Q2 2013Q3 202342
DnB Asset Management AS 3930.01%0.02%0.03%Q2 2013Q4 202342
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 42420.02%0.04%0.18%Q2 2013Q3 202342
Chevy Chase Trust Holdings, LLC 42420.02%0.05%0.09%Q2 2013Q3 202342
THOMPSON SIEGEL & WALMSLEY LLC 42420.00%0.92%1.66%Q2 2013Q3 202342
LEE DANNER & BASS INC 42420.98%1.72%2.78%Q2 2013Q3 202342
SSI INVESTMENT MANAGEMENT LLC 42420.04%0.06%0.09%Q2 2013Q3 202342
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 42420.03%0.05%0.08%Q2 2013Q3 202342
Mitsubishi UFJ Trust & Banking Corp 42420.02%0.06%0.15%Q2 2013Q3 202342
NISA INVESTMENT ADVISORS, LLC 42420.03%0.05%0.08%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
Korea Investment CORP 42420.00%0.02%0.07%Q2 2013Q3 202342
Neuberger Berman Group LLC 42420.00%0.02%0.17%Q2 2013Q3 202342
CIBC Asset Management Inc 42420.00%0.01%0.01%Q2 2013Q3 202342
ENTERPRISE FINANCIAL SERVICES CORP 42420.05%0.17%0.34%Q2 2013Q3 202342
VANGUARD GROUP INC 42420.02%0.04%0.06%Q2 2013Q3 202342
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 42421.25%3.22%3.97%Q2 2013Q3 202342
Mraz, Amerine & Associates, Inc. 42423.74%4.41%5.34%Q2 2013Q3 202342
GABELLI FUNDS LLC 42420.04%0.06%0.14%Q2 2013Q3 202342
Utah Retirement Systems 42420.03%0.05%0.08%Q2 2013Q3 202342
Bartlett & Co. LLC 26160.00%0.01%0.05%Q2 2013Q4 202342
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42420.02%0.04%0.07%Q2 2013Q3 202342
Boston Partners 42420.12%0.30%0.49%Q2 2013Q3 202342
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 42420.01%0.02%0.05%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.01%0.02%Q2 2013Q3 202342
DekaBank Deutsche Girozentrale 42420.00%0.03%0.12%Q2 2013Q3 202342
PANAGORA ASSET MANAGEMENT INC 42420.00%0.01%0.07%Q2 2013Q3 202342
NORGES BANK 4020.01%0.13%0.29%Q2 2012Q4 202242
UBS ASSET MANAGEMENT AMERICAS INC 42420.02%0.04%0.06%Q2 2013Q3 202342
BlackRock Inc. 42420.02%0.04%0.06%Q2 2013Q3 202342
Swiss National Bank 42420.03%0.05%0.07%Q2 2013Q3 202342
STATE OF WISCONSIN INVESTMENT BOARD 42420.01%0.03%0.04%Q2 2013Q3 202342
Brandywine Global Investment Management, LLC 42420.00%0.09%0.20%Q2 2013Q3 202342
ProShare Advisors LLC 42420.01%0.04%0.11%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.01%0.07%0.28%Q2 2013Q3 202342
LEVIN CAPITAL STRATEGIES, L.P. 42420.03%0.50%1.65%Q2 2013Q3 202342
STRS OHIO 42420.00%0.03%0.09%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.01%0.02%Q2 2013Q3 202342
Rathbones Group PLC 42420.01%0.04%0.12%Q2 2013Q3 202342
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 42420.03%0.06%0.10%Q2 2013Q3 202342
Donald Smith & Co. 42420.62%1.70%2.89%Q2 2013Q3 202342
ALLIANCEBERNSTEIN L.P. 42420.01%0.02%0.03%Q2 2013Q3 202342
NEW YORK STATE COMMON RETIREMENT FUND 42420.01%0.03%0.07%Q2 2013Q3 202342
ClearBridge Investments 42420.00%0.01%0.10%Q2 2013Q3 202342
RHUMBLINE ADVISERS 42420.02%0.05%0.09%Q2 2013Q3 202342
PRICE T ROWE ASSOCIATES INC /MD/ 42420.04%0.12%0.22%Q2 2013Q3 202342
PRINCIPAL FINANCIAL GROUP INC 42420.01%0.19%0.54%Q2 2013Q3 202342
Legal & General Group Plc 42420.03%0.06%0.09%Q2 2013Q3 202342
Texas Yale Capital Corp. 42420.14%0.24%0.38%Q2 2013Q3 202342
STATE OF MICHIGAN RETIREMENT SYSTEM 42420.02%0.03%0.07%Q2 2013Q3 202342
Lafayette Investments 42421.26%2.42%3.17%Q2 2013Q3 202342
WINSLOW ASSET MANAGEMENT INC 42420.39%0.49%0.62%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.02%0.04%0.07%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.04%0.08%Q2 2013Q3 202342
METROPOLITAN LIFE INSURANCE CO/NY 42420.02%0.04%0.07%Q2 2013Q3 202342
TRUST CO OF VIRGINIA /VA 42420.06%0.10%0.19%Q2 2013Q3 202342
PRUDENTIAL FINANCIAL INC 42420.01%0.04%0.09%Q2 2013Q3 202342
FIRST MANHATTAN CO. LLC. 42420.04%0.13%0.46%Q2 2013Q3 202342
AVIVA PLC 42420.00%0.04%0.10%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.02%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.01%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 42420.01%0.06%0.13%Q2 2013Q3 202342
AMERICAN INTERNATIONAL GROUP, INC. 42420.01%0.03%0.04%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.01%0.01%0.02%Q2 2013Q3 202342
FRANKLIN RESOURCES INC 42420.00%0.00%0.00%Q2 2013Q3 202342
M&T BANK CORP 42420.00%0.01%0.04%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.01%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.00%0.00%Q2 2013Q3 202342
JANUS HENDERSON GROUP PLC 42420.00%0.01%0.05%Q2 2013Q3 202342
MILLENNIUM MANAGEMENT LLC 18100.00%0.01%0.08%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.04%0.07%0.14%Q2 2013Q3 202342
BNP PARIBAS FINANCIAL MARKETS 42420.00%0.02%0.06%Q2 2013Q3 202342
SILVERCREST ASSET MANAGEMENT GROUP LLC 42420.00%0.02%0.10%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.10%0.16%0.22%Q2 2013Q3 202342
NORDEA INVESTMENT MANAGEMENT AB 42420.00%0.01%0.05%Q2 2013Q3 202342
GEODE CAPITAL MANAGEMENT, LLC 42420.03%0.05%0.08%Q2 2013Q3 202342
FMR LLC 42420.00%0.00%0.00%Q2 2013Q3 202342
THRIVENT FINANCIAL FOR LUTHERANS 42420.00%0.02%0.10%Q2 2013Q3 202342
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 42420.03%0.05%0.08%Q2 2013Q3 202342
BESSEMER GROUP INC 42420.00%0.01%0.05%Q2 2013Q3 202342
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 42420.02%0.05%0.14%Q2 2013Q3 202342
Nuveen Asset Management, LLC 42420.00%0.01%0.03%Q2 2013Q3 202342
Invesco Ltd. 42420.02%0.04%0.09%Q2 2013Q3 202342
NOMURA ASSET MANAGEMENT CO LTD 42420.02%0.03%0.07%Q2 2013Q3 202342
TD ASSET MANAGEMENT INC 42420.00%0.07%0.16%Q2 2013Q3 202342
FEDERATED HERMES, INC. 42420.00%0.00%0.01%Q2 2013Q3 202342
Robeco Institutional Asset Management B.V. 42420.00%0.03%0.09%Q2 2013Q3 202342
MACQUARIE GROUP LTD 42420.00%0.00%0.00%Q2 2013Q3 202342
BEESE FULMER INVESTMENT MANAGEMENT, INC. 42420.10%0.21%0.46%Q2 2013Q3 202342
Sumitomo Mitsui DS Asset Management Company, Ltd 42420.01%0.02%0.05%Q2 2013Q3 202342
KBC Group NV 42420.01%0.04%0.16%Q2 2013Q3 202342
VOYA INVESTMENT MANAGEMENT LLC 42420.01%0.02%0.05%Q2 2013Q3 202342
Asset Management One Co., Ltd. 42420.02%0.03%0.06%Q2 2013Q3 202342
PUBLIC SECTOR PENSION INVESTMENT BOARD 42420.01%0.02%0.07%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.02%0.03%0.05%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.02%Q2 2013Q3 202342
AR ASSET MANAGEMENT INC 42420.95%1.37%1.72%Q2 2013Q3 202342
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 42420.02%0.07%0.12%Q2 2013Q3 202342
Kentucky Retirement Systems Insurance Trust Fund 41410.03%0.05%0.10%Q3 2013Q3 202341
ENVESTNET ASSET MANAGEMENT INC 21200.00%0.00%0.02%Q2 2013Q3 202341
MUFG Americas Holdings Corp 3810.00%0.02%0.05%Q4 2010Q4 202141
Arizona State Retirement System 3380.03%0.05%0.11%Q1 2013Q3 202341
DEUTSCHE BANK AG\ 41410.01%0.02%0.03%Q3 2013Q3 202341
Focused Wealth Management, Inc 41410.00%0.02%0.05%Q3 2013Q3 202341
Ameritas Investment Partners, Inc. 41410.01%0.01%0.03%Q3 2013Q3 202341
NEVILLE RODIE & SHAW INC 28130.02%0.03%0.04%Q2 2013Q4 202341
State of Tennessee, Treasury Department 41410.01%0.01%0.07%Q3 2013Q3 202341
Rafferty Asset Management, LLC 3830.01%0.05%0.13%Q2 2013Q3 202341
BANK OF NOVA SCOTIA 3290.00%0.01%0.04%Q2 2013Q3 202341
COMERICA BANK 3920.00%0.03%0.05%Q2 2013Q3 202341
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 3650.01%0.02%0.03%Q2 2013Q3 202341
SG Americas Securities, LLC 2830.00%0.02%0.06%Q2 2013Q3 202340
J.P. Morgan Private Wealth Advisors LLC 40400.00%0.01%0.03%Q4 2013Q3 202340
TRUST CO OF VERMONT 3310.00%0.01%0.04%Q2 2013Q3 202340
Capital Advisors, Ltd. LLC 40400.01%0.02%0.04%Q4 2013Q3 202340
Gulf International Bank (UK) Ltd 40400.03%0.05%0.09%Q4 2013Q3 202340
FOSTER DYKEMA CABOT & CO INC/MA 3820.01%0.07%0.12%Q2 2013Q2 202340
Louisiana State Employees Retirement System 40400.02%0.03%0.06%Q4 2013Q3 202340
Kentucky Retirement Systems 3730.03%0.05%0.10%Q3 2013Q3 202340
COMMERCE BANK 2150.00%0.01%0.01%Q1 2013Q3 202340
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 40400.00%0.02%0.04%Q2 2013Q1 202340
WESTPAC BANKING CORP 40400.00%0.03%0.07%Q2 2013Q1 202340
BNP Paribas Asset Management Holding S.A. 26140.00%0.04%0.14%Q3 2013Q3 202340
WHITTIER TRUST CO OF NEVADA INC 20190.00%0.00%0.02%Q2 2013Q3 202339
FIRST TRUST ADVISORS LP 2170.00%0.02%0.04%Q2 2013Q3 202339
Livforsakringsbolaget Skandia, Omsesidigt 39390.00%0.04%0.09%Q1 2014Q3 202339
HM PAYSON & CO 1890.00%0.01%0.02%Q2 2013Q3 202339
PRIVATE MANAGEMENT GROUP INC 39390.15%1.49%2.20%Q2 2013Q4 202239
AXA S.A. 28110.00%0.18%0.41%Q2 2013Q3 202339
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 39390.02%0.05%0.07%Q1 2014Q3 202339
DELTA ASSET MANAGEMENT LLC/TN 3540.00%0.01%0.01%Q2 2013Q3 202339
TORONTO DOMINION BANK 3810.00%0.01%0.02%Q4 2013Q3 202339
Wellington Shields Capital Management, LLC 26130.00%0.08%0.12%Q2 2013Q3 202339
GLENMEDE TRUST CO NA 2180.00%0.04%0.33%Q4 2006Q3 202038
EATON VANCE MANAGEMENT 38380.01%0.01%0.01%Q2 2013Q3 202238
Creative Planning 1260.00%0.00%0.02%Q2 2013Q3 202338
SENTRY INVESTMENT MANAGEMENT LLC 23150.00%0.03%0.06%Q2 2013Q3 202338
North Star Investment Management Corp. 21170.00%0.02%0.18%Q1 2014Q3 202338
HighTower Advisors, LLC 3310.00%0.01%0.03%Q2 2013Q3 202338
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1510.00%0.00%0.01%Q2 2013Q2 202338
TCI Wealth Advisors, Inc. 2210.00%0.01%0.02%Q4 2012Q1 202337
ONTARIO TEACHERS PENSION PLAN BOARD 3210.00%0.05%0.13%Q2 2013Q3 202337
Tower Research Capital LLC (TRC) 1510.00%0.02%0.09%Q2 2013Q3 202337
ADAGE CAPITAL PARTNERS GP, L.L.C. 26110.00%0.04%0.06%Q1 2013Q3 202337
TEACHER RETIREMENT SYSTEM OF TEXAS 1490.00%0.05%0.28%Q2 2013Q3 202337
National Pension Service 37370.00%0.05%0.09%Q3 2014Q3 202337
UBS Group AG 36360.00%0.01%0.01%Q4 2014Q3 202336
KEYBANK NATIONAL ASSOCIATION/OH 22140.00%0.00%0.01%Q4 2012Q1 202336
HERITAGE INVESTORS MANAGEMENT CORP 2740.01%0.02%0.02%Q2 2013Q3 202336
JNBA Financial Advisors 20160.00%0.01%0.02%Q3 2014Q3 202336
Glenview Trust Co 2810.01%0.02%0.05%Q4 2008Q3 202336
PEAK6 Investments LLC 1610.00%0.00%0.02%Q3 2018Q3 202336
STIFEL FINANCIAL CORP 3420.00%0.00%0.01%Q1 2014Q3 202336
BROWN ADVISORY INC 3110.00%0.01%0.02%Q2 2013Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.02%0.04%0.08%Q2 2013Q1 202236
Carroll Financial Associates, Inc. 35350.01%0.02%0.05%Q2 2013Q4 202135
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 35350.01%0.02%0.05%Q1 2015Q3 202335
Norinchukin Bank, The 3140.00%0.01%0.05%Q4 2014Q3 202335
SIGNATUREFD, LLC 2550.00%0.01%0.06%Q2 2013Q3 202335
Yakira Capital Management, Inc. 2780.36%1.63%6.23%Q4 2013Q3 202335
Smithfield Trust Co 35350.00%0.01%0.02%Q2 2013Q4 202135
KLINGENSTEIN FIELDS & CO LP 34340.02%0.04%0.06%Q2 2013Q3 202134
SCHWERIN BOYLE CAPITAL MANAGEMENT INC 34340.07%1.28%2.46%Q2 2015Q3 202334
TORRAY INVESTMENT PARTNERS LLC 34340.04%1.82%3.38%Q2 2013Q3 202134
DIAMOND HILL CAPITAL MANAGEMENT INC 34340.01%0.73%1.45%Q2 2015Q3 202334
QUADRANT CAPITAL GROUP LLC 34340.00%0.01%0.02%Q2 2015Q3 202334
Relative Value Partners Group, LLC 34340.07%0.09%0.11%Q2 2015Q3 202334
JANE STREET GROUP, LLC 1510.00%0.00%0.00%Q2 2015Q3 202334
World Asset Management Inc 34340.04%0.05%0.06%Q2 2013Q3 202134
AMP Capital Investors Ltd 34340.01%0.03%0.04%Q2 2013Q3 202134
PUTNAM INVESTMENTS LLC 3110.00%0.01%0.07%Q2 2013Q3 202334
USCA RIA LLC 33330.02%0.06%0.16%Q2 2013Q2 202133
Hosking Partners LLP 33330.16%0.25%0.40%Q3 2015Q3 202333
Wallace Capital Management Inc. 33330.71%2.68%3.45%Q3 2015Q3 202333
ROYAL LONDON ASSET MANAGEMENT LTD 2240.02%0.05%0.10%Q2 2013Q3 202333
PICTET ASSET MANAGEMENT LTD 33330.01%0.03%0.05%Q2 2013Q2 202133
APG Asset Management N.V. 1910.00%0.03%0.08%Q2 2013Q3 202333
SHELL ASSET MANAGEMENT CO 33330.00%0.03%0.09%Q2 2013Q2 202133
Candriam S.C.A. 33330.01%0.02%0.04%Q4 2014Q4 202233
ING GROEP NV 1110.00%0.02%0.04%Q1 2013Q2 202333
Versant Capital Management, Inc 33330.00%0.00%0.01%Q4 2015Q4 202333
Cubist Systematic Strategies, LLC 1750.00%0.06%0.27%Q2 2014Q3 202333
LS Investment Advisors, LLC 32320.02%0.11%0.15%Q2 2013Q1 202132
FORT PITT CAPITAL GROUP, LLC 32320.04%1.77%3.26%Q4 2015Q3 202332
IBM Retirement Fund 1550.02%0.05%0.08%Q2 2013Q1 202232
Renaissance Technologies 1720.00%0.04%0.12%Q2 2013Q3 202332
BRANDES INVESTMENT PARTNERS, LP 32320.07%0.14%0.32%Q2 2015Q1 202332
Allianz Asset Management GmbH 1410.00%0.01%0.04%Q2 2013Q3 202332
PRUDENTIAL PLC 2570.01%0.02%0.04%Q3 2013Q3 202332
D. E. Shaw & Co., Inc. 1010.00%0.01%0.05%Q2 2013Q3 202332
REILLY FINANCIAL ADVISORS, LLC 32320.00%0.01%0.02%Q2 2013Q1 202132
EARNEST PARTNERS LLC 19130.00%0.00%0.01%Q4 2013Q1 202232
Community Bank, N.A. 32320.01%0.01%0.01%Q4 2015Q3 202332
Anchor Investment Management, LLC 32320.09%0.38%0.77%Q1 2016Q4 202332
Sutton Wealth Advisors Inc. 31310.00%0.00%0.00%Q1 2016Q3 202331
EVERENCE CAPITAL MANAGEMENT INC 1640.03%0.10%0.15%Q4 2014Q3 202331
VICTORY CAPITAL MANAGEMENT INC 20110.00%0.01%0.02%Q3 2015Q3 202331
GATEWAY INVESTMENT ADVISERS LLC 2560.01%0.01%0.03%Q2 2013Q2 202131
Pacer Advisors, Inc. 1410.00%0.03%0.08%Q4 2013Q3 202331
MASON STREET ADVISORS, LLC 31310.02%0.04%0.05%Q2 2013Q4 202031
IFP Advisors, Inc 17140.00%0.01%0.06%Q4 2015Q3 202331
M&R CAPITAL MANAGEMENT INC 31310.02%0.03%0.04%Q2 2016Q4 202331
SCHRODER INVESTMENT MANAGEMENT GROUP 2310.00%0.00%0.03%Q2 2013Q3 202331
Aperio Group, LLC 31310.02%0.07%0.14%Q2 2013Q4 202031
Janney Montgomery Scott LLC 1230.00%0.00%0.02%Q2 2013Q3 202331
CAPSTONE INVESTMENT ADVISORS, LLC 820.00%0.01%0.05%Q4 2015Q3 202330
AQR Capital Management 1010.00%0.04%0.20%Q4 2012Q3 202330
SEI INVESTMENTS CO 2460.00%0.04%0.11%Q4 2014Q3 202330
Barry Investment Advisors, LLC 30300.07%0.16%0.43%Q4 2014Q1 202230
PEAK6 Group LLC 820.00%0.00%0.01%Q2 2013Q1 201730
Manchester Capital Management LLC 2910.00%0.01%0.03%Q2 2013Q3 202330
Skandinaviska Enskilda Banken AB (publ) 2460.00%0.02%0.03%Q4 2015Q3 202330
ADVISOR PARTNERS LLC 2370.02%0.06%0.14%Q4 2013Q2 202230
WOLVERINE TRADING, LLC 610.00%0.00%0.01%Q3 2016Q3 202330
MARATHON ASSET MANAGEMENT LLP 30300.48%1.47%2.05%Q1 2014Q2 202130
Raymond James Financial Services Advisors, Inc. 2270.00%0.00%0.01%Q2 2016Q3 202329
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 1910.00%0.01%0.03%Q2 2013Q1 202329
Andra AP-fonden 2270.02%0.11%0.19%Q2 2013Q3 202029
JACOBS ASSET MANAGEMENT, LLC 29290.87%1.38%2.21%Q2 2013Q2 202029
Glassman Wealth Services 29290.00%0.00%0.01%Q3 2016Q3 202329
PROSPECTOR PARTNERS LLC 29290.06%0.42%1.78%Q2 2013Q2 202029
Winslow, Evans & Crocker, Inc. 29290.00%0.00%0.00%Q4 2013Q4 202029
MASSMUTUAL TRUST CO FSB/ADV 2610.00%0.02%0.03%Q1 2015Q4 202328
OLD POINT TRUST & FINANCIAL SERVICES N A 28280.20%0.92%2.26%Q2 2013Q1 202028
Russell Investments Group, Ltd. 28280.01%0.03%0.10%Q4 2016Q3 202328
Artisan Partners Limited Partnership 28280.08%0.24%0.47%Q2 2013Q1 202028
BLAIR WILLIAM & CO/IL 2080.00%0.00%0.00%Q2 2013Q3 202328
CWM, LLC 1710.00%0.00%0.01%Q3 2013Q3 202328
Tredje AP-fonden 2080.01%0.08%0.22%Q2 2015Q3 202328
Financial Architects, Inc 1890.01%0.11%0.56%Q2 2013Q2 202028
First Horizon Advisors, Inc. 2320.00%0.00%0.01%Q1 2012Q3 202328
CIBC WORLD MARKETS CORP 28280.01%0.03%0.10%Q4 2016Q3 202328
IFM Investors Pty Ltd 28280.03%0.05%0.12%Q4 2016Q3 202328
GREENWOOD GEARHART INC 28281.77%2.55%2.95%Q3 2013Q2 202028
Jolley Asset Management, LLC 28282.24%2.90%3.51%Q2 2013Q1 202028
Parallel Advisors, LLC 28280.01%0.01%0.03%Q4 2016Q3 202328
America First Investment Advisors, LLC 27271.96%4.06%5.35%Q3 2014Q1 202127
NOMURA HOLDINGS INC 1410.00%0.00%0.02%Q4 2012Q3 202127
GUARDIAN LIFE INSURANCE CO OF AMERICA 27270.00%0.01%0.02%Q2 2013Q4 201927
Advisory Services Network, LLC 1310.00%0.01%0.03%Q4 2013Q1 202327
Cetera Advisor Networks LLC 2610.00%0.02%0.05%Q1 2013Q2 202027
State of Alaska, Department of Revenue 27270.04%0.07%0.10%Q1 2017Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.02%0.04%Q2 2013Q4 201927
PGGM Investments 1840.02%0.16%0.30%Q1 2016Q3 202327
Evercore Wealth Management, LLC 27270.01%0.01%0.01%Q2 2013Q4 201927
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 27270.01%0.03%0.05%Q2 2013Q4 201927
Modera Wealth Management, LLC 27270.02%0.09%0.18%Q1 2017Q3 202327
Pineno Levin & Ford Asset Management, Inc. 27271.47%1.78%2.64%Q2 2013Q4 201927
HOWE & RUSLING INC 27270.00%0.00%0.00%Q4 2013Q2 202027
GAMCO INVESTORS, INC. ET AL 27270.00%0.00%0.01%Q2 2013Q4 201927
Douglass Winthrop Advisors, LLC 27270.01%0.53%2.30%Q2 2013Q4 201927
PineBridge Investments, L.P. 1310.00%0.11%0.35%Q2 2014Q4 202227
Cornerstone Advisors, Inc. 27270.00%0.01%0.03%Q1 2014Q3 202027
Point View Wealth Management, Inc. 2520.10%0.27%0.65%Q4 2013Q4 202027
SYNOVUS FINANCIAL CORP 16100.00%0.00%0.01%Q2 2013Q2 202026
RIVERHEAD CAPITAL MANAGEMENT LLC 26260.01%0.07%0.38%Q2 2013Q3 201926
SUNTRUST BANKS INC 26260.01%0.01%0.02%Q2 2013Q3 201926
King Wealth Management Group 2410.05%0.13%0.28%Q4 2014Q2 202226
CLEARARC CAPITAL INC 26260.05%0.06%0.08%Q2 2013Q3 201926
Municipal Employees' Retirement System of Michigan 2060.00%0.06%0.15%Q3 2013Q1 202026
Employees Retirement System of Texas 26260.01%0.02%0.06%Q2 2013Q3 201926
Geneos Wealth Management Inc. 26260.00%0.01%0.01%Q1 2016Q2 202226
Sunbelt Securities, Inc. 2120.01%0.26%0.55%Q4 2014Q3 202326
NWQ INVESTMENT MANAGEMENT COMPANY, LLC 14120.10%0.85%1.67%Q2 2013Q3 202026
LPL Financial LLC 26260.00%0.00%0.00%Q2 2017Q3 202326
OPPENHEIMER ASSET MANAGEMENT INC. 2330.01%0.02%0.03%Q1 2017Q3 202326
PROFUND ADVISORS LLC 2240.01%0.02%0.03%Q2 2013Q4 201926
Squarepoint Ops LLC 910.00%0.08%0.40%Q4 2014Q3 202326
Crossmark Global Holdings, Inc. 2510.02%0.05%0.08%Q3 2016Q3 202326
Engineers Gate Manager LP 910.01%0.16%0.70%Q1 2015Q3 202325
CONNING INC. 15100.01%0.01%0.03%Q2 2013Q4 201925
COMMONWEALTH BANK OF AUSTRALIA 25250.02%0.24%0.69%Q2 2013Q2 201925
O'Keefe Stevens Advisory, Inc. 15103.67%5.19%6.85%Q3 2017Q4 202325
St. James Investment Company, LLC 25253.31%5.15%6.38%Q3 2017Q3 202325
QS Investors, LLC 25250.00%0.00%0.04%Q2 2014Q2 202025
Mn Services Vermogensbeheer B.V. 1430.02%0.06%0.07%Q1 2016Q1 202325
Paloma Partners Management Co 910.01%0.04%0.09%Q2 2013Q1 202225
WASHINGTON TRUST Co 1510.01%0.02%0.02%Q4 2013Q3 202325
UNITED SERVICES AUTOMOBILE ASSOCIATION 25250.01%0.01%0.02%Q2 2013Q2 201925
NATIXIS 1310.00%0.01%0.05%Q3 2016Q3 202325
BEACON FINANCIAL GROUP 25250.23%0.34%0.58%Q3 2017Q3 202325
abrdn plc 25250.01%0.01%0.04%Q3 2017Q3 202325
Gotham Asset Management, LLC 1410.00%0.03%0.08%Q1 2015Q3 202325
OAKBROOK INVESTMENTS LLC 2130.03%0.09%0.18%Q2 2013Q3 201924
Steward Partners Investment Advisory, LLC 1810.00%0.00%0.00%Q1 2017Q3 202324
RB Capital Management, LLC 14100.00%0.16%0.32%Q3 2017Q3 202324
Investors Research Corp 24240.15%0.23%0.37%Q4 2017Q3 202324
Poehling Capital Management, INC. 24240.08%0.87%1.38%Q4 2017Q3 202324
Cubic Asset Management, LLC 24240.17%0.71%1.22%Q2 2013Q1 201924
ACADIAN ASSET MANAGEMENT LLC 1810.00%0.04%0.22%Q3 2013Q3 202324
McIlrath & Eck, LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
MetLife Investment Management, LLC 24240.02%0.03%0.05%Q4 2017Q3 202324
Tortoise Investment Management, LLC 24240.00%0.01%0.03%Q4 2017Q3 202324
Heritage Wealth Advisors 1830.00%0.05%0.21%Q4 2014Q3 202324
AdvisorNet Financial, Inc 24240.00%0.00%0.00%Q4 2017Q3 202324
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 24240.01%0.02%0.04%Q4 2017Q3 202324
TIAA CREF INVESTMENT MANAGEMENT LLC 24240.01%0.02%0.03%Q2 2013Q1 201924
TEACHERS ADVISORS, LLC 24240.02%0.03%0.04%Q2 2013Q1 201924
BRAVE ASSET MANAGEMENT INC 1220.06%0.30%0.81%Q4 2013Q1 202323
BARROW HANLEY MEWHINNEY & STRAUSS LLC 23230.13%0.19%0.25%Q2 2013Q4 201823
Treasurer of the State of North Carolina 23230.02%0.03%0.07%Q1 2018Q3 202323
Moors & Cabot, Inc. 23230.02%0.03%0.04%Q1 2018Q3 202323
LOS ANGELES CAPITAL MANAGEMENT LLC 1110.01%0.06%0.14%Q2 2013Q3 202323
Arnhold LLC 23230.07%0.10%0.13%Q1 2018Q3 202323
Horizon Kinetics 23230.03%0.07%0.15%Q2 2013Q4 201823
CORDA Investment Management, LLC. 23231.57%2.40%3.76%Q2 2014Q4 201923
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 23230.00%0.00%0.00%Q1 2018Q3 202323
REINHART PARTNERS, LLC. 23230.44%1.08%1.81%Q1 2018Q3 202323
COMMONWEALTH EQUITY SERVICES, LLC 12110.00%0.00%0.00%Q4 2017Q3 202323
WELLINGTON MANAGEMENT GROUP LLP 1110.00%0.00%0.01%Q3 2016Q3 202323
CIGNA INVESTMENTS INC /NEW 22220.02%0.03%0.05%Q4 2016Q1 202222
Vident Investment Advisory, LLC 1520.00%0.10%0.35%Q2 2015Q1 202322
Gifford Fong Associates 22220.06%0.09%0.12%Q2 2018Q3 202322
SENTINEL TRUST CO LBA 22220.04%0.55%1.24%Q2 2013Q3 201822
D.A. DAVIDSON & CO. 1750.00%0.00%0.01%Q2 2013Q1 201922
Liberty Mutual Group Asset Management Inc. 22220.01%0.04%0.07%Q2 2013Q3 201822
FIRST MERCANTILE TRUST CO 1150.00%0.08%0.17%Q2 2013Q3 202122
TWO SIGMA INVESTMENTS, LP 510.00%0.03%0.21%Q4 2013Q3 202322
CAPTRUST FINANCIAL ADVISORS 22220.00%0.01%0.02%Q2 2018Q3 202322
TOKIO MARINE ASSET MANAGEMENT CO LTD 1660.02%0.04%0.07%Q2 2013Q3 202322
ALTRINSIC GLOBAL ADVISORS LLC 22220.06%0.77%2.56%Q3 2015Q4 202022
Man Group plc 1380.00%0.03%0.09%Q1 2018Q3 202321
GREENLEAF TRUST 1140.00%0.01%0.02%Q2 2017Q3 202321
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 21210.00%0.00%0.00%Q1 2016Q1 202121
GAM Holding AG 1740.01%0.02%0.04%Q2 2013Q3 201821
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 21210.05%0.09%0.11%Q2 2013Q2 201821
Mirae Asset Global Investments Co., Ltd. 21210.00%0.00%0.01%Q3 2018Q3 202321
Jacobi Capital Management LLC 1920.00%0.00%0.01%Q2 2016Q3 202121
NATIXIS ADVISORS, L.P. 1710.00%0.01%0.03%Q2 2013Q3 202321
Ridgewood Investments LLC 11100.13%0.19%0.30%Q3 2017Q3 202321
Schonfeld Strategic Advisors LLC 610.00%0.04%0.37%Q1 2016Q3 202320
Veritable, L.P. 1110.00%0.01%0.01%Q4 2012Q2 201920
WATERS PARKERSON & CO., LLC 20200.05%0.06%0.08%Q2 2013Q1 201820
Gradient Investments LLC 1320.00%0.00%0.00%Q4 2017Q3 202320
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX 20200.06%0.07%0.10%Q2 2013Q1 201820
Covington Capital Management 20200.01%0.02%0.02%Q4 2017Q3 202220
BRIDGEWAY CAPITAL MANAGEMENT, LLC 1460.04%0.33%0.59%Q3 2013Q3 201920
Dai-ichi Life Insurance Company, Ltd 1110.00%0.01%0.03%Q4 2016Q2 202220
Baystate Wealth Management LLC 20200.00%0.00%0.01%Q4 2016Q3 202120
BALYASNY ASSET MANAGEMENT L.P. 1010.00%0.03%0.11%Q2 2017Q3 202320
WINTON GROUP Ltd 760.00%0.05%0.14%Q2 2014Q1 202320
Princeton Global Asset Management LLC 20200.02%0.05%0.12%Q4 2018Q3 202320
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 20200.02%0.03%0.06%Q1 2013Q4 201720
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 1310.02%0.03%0.05%Q2 2013Q1 202120
Zions Bancorporation, N.A. 19190.00%0.00%0.00%Q1 2019Q3 202319
STRATEGY ASSET MANAGERS LLC 1610.00%1.47%2.08%Q2 2013Q1 201919
BECK MACK & OLIVER LLC 1040.01%0.01%0.02%Q2 2013Q4 201919
BARINGS LLC 1410.01%0.03%0.06%Q2 2013Q3 201919
Janney Capital Management LLC 19190.00%0.03%0.07%Q2 2013Q4 201719
BBVA USA Bancshares, Inc. 19190.01%0.15%0.21%Q1 2016Q3 202019
HORIZON KINETICS ASSET MANAGEMENT LLC 19190.01%0.03%0.08%Q1 2019Q3 202319
MEEDER ASSET MANAGEMENT INC 1220.00%0.02%0.16%Q1 2016Q1 202319
Clean Yield Group 1090.01%0.01%0.02%Q4 2018Q3 202319
Natixis Investment Managers International 1220.01%0.08%0.32%Q3 2013Q2 202219
Private Capital Group, LLC 19190.00%0.00%0.00%Q4 2017Q2 202219
First Eagle Investment Management, LLC 19190.00%0.00%0.00%Q2 2013Q4 201719
WILLIAMS JONES & ASSOCIATES LLC 1090.00%0.01%0.03%Q2 2013Q3 201819
AMERICAN CENTURY COMPANIES INC 1330.00%0.00%0.02%Q2 2013Q3 202319
Roundview Capital LLC 19190.11%0.72%1.08%Q2 2013Q4 201719
Psagot Value Holdings Ltd. 1630.00%0.00%0.00%Q2 2013Q1 202119
FENIMORE ASSET MANAGEMENT INC 19191.05%1.40%1.95%Q2 2013Q4 201719
REGENTATLANTIC CAPITAL LLC 1310.00%0.02%0.04%Q4 2014Q3 202219
CREDIT AGRICOLE S A 1810.00%0.01%0.02%Q2 2013Q3 202319
MainStreet Investment Advisors LLC 1130.02%0.03%0.04%Q4 2017Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 1260.00%0.03%0.10%Q1 2019Q3 202318
UNITED CAPITAL FINANCIAL ADVISORS, LLC 1620.00%0.01%0.07%Q2 2018Q4 202218
Hillsdale Investment Management Inc. 1170.00%0.02%0.04%Q3 2017Q4 202218
COMMERZBANK AKTIENGESELLSCHAFT /FI 1310.00%0.01%0.04%Q2 2013Q4 201918
COLONY GROUP LLC 18180.01%0.02%0.06%Q2 2018Q3 202218
FORSTA AP-FONDEN 1410.01%0.25%0.71%Q4 2015Q3 202218
Walleye Trading LLC 810.00%0.00%0.01%Q3 2013Q2 202218
NN Investment Partners Holdings N.V. 930.00%0.01%0.04%Q1 2016Q1 202218
Laird Norton Wetherby Wealth Management, LLC 1260.03%0.04%0.05%Q2 2017Q3 202318
New Capital Management LP 18180.02%0.06%0.11%Q4 2016Q1 202118
Advisors Asset Management, Inc. 18180.00%0.00%0.00%Q2 2013Q3 201718
Nationwide Fund Advisors 18180.04%0.05%0.06%Q2 2013Q3 201718
SUN LIFE FINANCIAL INC 18180.00%0.00%0.01%Q4 2016Q1 202118
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 910.00%0.04%0.20%Q1 2017Q3 202318
TRUIST FINANCIAL CORP 1610.00%0.00%0.00%Q2 2015Q3 202317
HOLDERNESS INVESTMENTS CO 1310.07%0.11%0.19%Q4 2016Q1 202217
Lindbrook Capital, LLC 1160.00%0.01%0.03%Q4 2018Q3 202317
Plante Moran Financial Advisors, LLC 1310.00%0.04%0.07%Q2 2013Q4 202217
People's United Financial, Inc. 17170.00%0.00%0.01%Q2 2013Q2 201717
FIRST QUADRANT LLC/CA 1220.01%0.17%0.30%Q2 2013Q4 201917
CAPSTONE ASSET MANAGEMENT CO 17170.04%0.06%0.07%Q2 2013Q2 201717
MACKAY SHIELDS LLC 17170.01%0.01%0.02%Q1 2018Q1 202217
State of New Jersey Common Pension Fund D 17170.02%0.03%0.05%Q3 2019Q3 202317
Horizon Investments, LLC 810.01%0.04%0.10%Q4 2016Q3 202317
TWO SIGMA ADVISERS, LP 1010.00%0.05%0.20%Q2 2014Q3 202317
American Portfolios Advisors 1610.00%0.00%0.01%Q4 2017Q3 202217
ABERDEEN ASSET MANAGEMENT PLC/UK 17170.00%0.01%0.02%Q2 2013Q2 201717
MARTINGALE ASSET MANAGEMENT L P 620.01%0.12%0.57%Q3 2013Q3 202317
BB&T SECURITIES, LLC 1070.00%0.01%0.04%Q2 2013Q3 201917
Alberta Investment Management Corp 1520.00%0.02%0.05%Q1 2018Q1 202317
Windsor Financial Group, LLC 17171.86%2.40%2.90%Q2 2013Q2 201717
SEEYOND 17170.01%0.05%0.10%Q4 2018Q4 202217
Barrett Asset Management, LLC 17170.00%0.00%0.00%Q4 2017Q4 202117
Richard Bernstein Advisors LLC 1240.07%0.26%0.46%Q2 2013Q4 201816
Jefferies Group LLC 930.00%0.01%0.03%Q2 2013Q4 201716
Corsair Capital Management 16160.06%0.17%0.46%Q2 2013Q1 201716
Pensionfund DSM Netherlands 1510.30%0.43%0.52%Q2 2016Q4 202016
Ensign Peak Advisors, Inc 16160.00%0.01%0.02%Q4 2019Q3 202316
Sandy Spring Bank 1010.00%0.00%0.00%Q2 2013Q4 202116
Transamerica Financial Advisors, Inc. 1120.00%0.03%0.17%Q2 2013Q3 202316
Motley Fool Asset Management LLC 1510.03%2.38%3.13%Q2 2013Q3 201916
Vestcor Inc 16160.01%0.07%0.34%Q4 2019Q3 202316
Cipher Capital LP 410.02%0.25%0.67%Q4 2013Q3 202316
VOLORIDGE INVESTMENT MANAGEMENT, LLC 1010.00%0.04%0.10%Q4 2016Q3 202316
Kinneret Advisory, LLC 16160.04%0.05%0.07%Q4 2018Q3 202216
Pensionfund Sabic 1510.31%0.47%0.59%Q2 2016Q4 202016
Sugarloaf Wealth Management, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
Achmea Investment Management B.V. 910.00%0.02%0.03%Q1 2017Q2 202316
Valeo Financial Advisors, LLC 15150.00%0.00%0.01%Q3 2017Q1 202116
Wealthfront Advisers LLC 1060.00%0.01%0.01%Q4 2018Q3 202316
Quilter Plc 16160.01%0.02%0.04%Q4 2019Q3 202316
Prestige Wealth Management Group LLC 1510.00%0.00%0.01%Q4 2018Q3 202316
Banque Cantonale Vaudoise 16160.01%0.02%0.04%Q4 2019Q3 202316
Cedar Mountain Advisors, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
JANUS HENDERSON INVESTORS US LLC 16160.00%0.01%0.05%Q2 2013Q1 201716
DAVENPORT & Co LLC 16160.00%0.02%0.04%Q2 2013Q1 201716
DUBUQUE BANK & TRUST CO 16160.00%0.00%0.00%Q2 2015Q1 201916
MSI Financial Services Inc 15150.00%0.00%0.01%Q2 2013Q4 201615
Advisor Group, Inc. 15150.00%0.01%0.01%Q2 2016Q4 201915
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1410.00%0.24%0.82%Q4 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.01%0.01%Q1 2020Q3 202315
BlackRock Japan Co. Ltd 15150.05%0.06%0.09%Q2 2013Q4 201615
BlackRock Investment Management, LLC 15150.03%0.03%0.04%Q2 2013Q4 201615
BlackRock Institutional Trust Company, N.A. 15150.04%0.06%0.08%Q2 2013Q4 201615
MACKENZIE FINANCIAL CORP 1110.00%0.00%0.01%Q3 2013Q3 202315
BlackRock Group LTD 15150.04%0.05%0.07%Q2 2013Q4 201615
UBS AG 660.00%0.00%0.01%Q2 2013Q3 201415
WASATCH ADVISORS LP 15150.05%0.74%1.30%Q2 2013Q4 201615
BlackRock Fund Advisors 15150.04%0.04%0.05%Q2 2013Q4 201615
STEVENS CAPITAL MANAGEMENT LP 510.01%0.12%0.26%Q2 2013Q3 202315
PINNACLE ASSOCIATES LTD 15150.00%0.02%0.04%Q2 2013Q4 201615
WHITTIER TRUST CO 1010.00%0.00%0.00%Q2 2013Q4 202015
CI INVESTMENTS INC. 960.00%0.00%0.01%Q3 2019Q3 202315
DENALI ADVISORS LLC 520.06%0.47%1.16%Q2 2013Q2 202015
BDO Wealth Advisors, LLC 1230.00%0.00%0.02%Q2 2018Q2 202315
Verition Fund Management LLC 310.00%0.03%0.08%Q3 2013Q2 202315
TCW GROUP INC 15150.01%0.02%0.03%Q2 2013Q4 201615
BLACKROCK ADVISORS LLC 15150.00%0.00%0.01%Q2 2013Q4 201615
Tarbox Family Office, Inc. 1230.00%0.00%0.01%Q4 2014Q1 202215
ASSETMARK, INC 910.00%0.00%0.01%Q3 2017Q3 202315
ExodusPoint Capital Management, LP 510.00%0.03%0.06%Q2 2019Q3 202315
OFI Advisors LLC 1140.09%0.11%0.12%Q3 2011Q3 201515
Rockefeller Capital Management L.P. 1410.00%0.00%0.00%Q1 2019Q4 202215
AMUNDI ASSET MANAGEMENT US, INC. 14140.01%0.02%0.03%Q4 2017Q1 202114
Quantinno Capital Management LP 14140.07%0.20%0.46%Q2 2020Q3 202314
Illinois Municipal Retirement Fund 1110.03%0.13%0.37%Q4 2019Q3 202314
OppenheimerFunds, Inc. 14140.00%0.00%0.00%Q4 2015Q1 201914
Assenagon Asset Management S.A. 540.00%0.02%0.11%Q4 2018Q3 202314
DUPONT CAPITAL MANAGEMENT CORP 1040.00%0.01%0.01%Q1 2018Q3 202114
STEPHENS INC /AR/ 1010.00%0.12%0.19%Q2 2013Q1 202214
Dai-ichi Life Holdings, Inc. 14140.01%0.01%0.02%Q2 2013Q3 201614
Wealthspire Advisors, L.P. 14140.00%0.00%0.01%Q4 2015Q1 201914
Sculati Wealth Management, LLC 14140.33%0.38%0.48%Q4 2019Q1 202314
Cedar Wealth Management, LLC 14140.06%0.10%0.12%Q1 2016Q2 201914
CAROLINAS WEALTH CONSULTING LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
Proficio Capital Partners LLC 1310.00%0.00%0.00%Q4 2015Q2 201914
Atlas Private Wealth Advisors 14140.30%0.36%0.42%Q2 2020Q3 202314
EAGLE CAPITAL MANAGEMENT LLC 14140.00%1.13%2.95%Q2 2013Q3 201614
PATHSTONE FAMILY OFFICE, LLC 1210.00%0.04%0.06%Q3 2014Q3 202314
Shinko Asset Management Co., Ltd. 14140.00%0.00%0.00%Q2 2013Q3 201614
Mizuho Asset Management Co.,Ltd. 14140.00%0.02%0.03%Q2 2013Q3 201614
XPONANCE, INC. 14140.01%0.02%0.02%Q2 2020Q3 202314
Rampart Investment Management Company, LLC 14140.01%0.04%0.07%Q1 2017Q2 202014
Quantbot Technologies LP 310.01%0.09%0.26%Q3 2013Q2 202214
TOCQUEVILLE ASSET MANAGEMENT L.P. 14140.00%0.04%0.08%Q3 2016Q4 201914
AlphaCrest Capital Management LLC 860.02%0.06%0.14%Q1 2019Q3 202214
FinTrust Capital Advisors, LLC 14140.01%0.03%0.05%Q2 2020Q3 202314
NumerixS Investment Technologies Inc 510.00%0.07%0.15%Q4 2014Q2 202014
FIRST CITIZENS BANK & TRUST CO 1220.05%0.18%0.40%Q2 2013Q4 201914
MONTAG A & ASSOCIATES INC 1220.03%0.03%0.04%Q4 2014Q3 202314
GSA CAPITAL PARTNERS LLP 710.01%0.06%0.12%Q2 2013Q3 202314
DELTA LLOYD NV 14140.01%0.02%0.03%Q2 2013Q3 201614
CYPRESS CAPITAL MANAGEMENT LLC 810.03%1.06%2.01%Q2 2015Q1 202214
ADVISORY RESEARCH INC 1210.09%0.23%0.34%Q2 2013Q3 201613
THOMPSON DAVIS & CO., INC. 13130.00%0.00%0.01%Q3 2014Q3 201713
EVOKE WEALTH, LLC 13130.00%0.01%0.06%Q3 2019Q3 202213
PRIVATE TRUST CO NA 760.00%0.01%0.02%Q1 2013Q3 202313
Global X Management CO LLC 13130.00%0.01%0.02%Q2 2015Q2 201813
Oakworth Capital, Inc. 13130.00%0.01%0.01%Q4 2013Q4 201613
LOOMIS SAYLES & CO L P 1010.00%0.00%0.00%Q3 2019Q1 202313
HRT FINANCIAL LP 610.01%0.05%0.15%Q2 2019Q3 202313
WEALTHFRONT Corp 760.00%0.01%0.01%Q1 2014Q3 201813
Quantitative Investment Management, LLC 410.02%0.07%0.21%Q3 2013Q4 202013
TFC Financial Management, Inc. 13130.00%0.00%0.00%Q3 2020Q3 202313
Hudock, Inc. 13130.00%0.00%0.00%Q2 2013Q2 201613
Moon Capital Management, LLC 13133.29%3.71%4.34%Q3 2013Q3 201613
Kiltearn Partners LLP 13130.73%4.73%6.02%Q2 2014Q2 201713
JANICZEK WEALTH MANAGEMENT, LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
NEXT Financial Group, Inc 1210.00%0.05%0.10%Q3 2014Q4 202113
Bridgewater Associates 510.00%0.01%0.02%Q2 2013Q4 202213
Jupiter Investment Management Ltd 510.00%0.12%1.08%Q2 2013Q1 202013
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.02%0.02%0.03%Q3 2020Q3 202313
NewEdge Advisors, LLC 610.00%0.18%0.71%Q4 2014Q3 202313
ALLSTATE CORP 1210.02%0.04%0.09%Q2 2017Q4 202213
Ellevest, Inc. 910.00%0.00%0.00%Q3 2019Q1 202312
Signature Wealth Management Partners, LLC 12120.50%0.59%0.67%Q4 2020Q3 202312
Ohio National Investments, Inc. 12120.04%0.06%0.08%Q2 2013Q1 201612
Ethic Inc. 1110.08%0.25%0.42%Q2 2020Q3 202312
Meadow Creek Investment Management LLC 12120.01%0.06%0.24%Q4 2016Q3 201912
Vantage Consulting Group Inc 12120.02%0.20%0.34%Q4 2020Q3 202312
QV Investors Inc. 12120.16%0.25%0.42%Q3 2019Q2 202212
Elkfork Partners LLC 12120.02%0.12%0.46%Q4 2016Q3 201912
SOA Wealth Advisors, LLC. 12120.00%0.00%0.00%Q4 2020Q3 202312
ZEKE CAPITAL ADVISORS, LLC 840.02%0.05%0.08%Q4 2017Q4 202212
CX Institutional 1110.00%0.00%0.00%Q1 2019Q2 202212
Berman Capital Advisors, LLC 12120.00%0.00%0.01%Q4 2018Q3 202112
YHB Investment Advisors, Inc. 1110.11%0.30%0.57%Q2 2013Q2 201612
Flinton Capital Management LLC 12120.01%0.07%0.29%Q4 2016Q3 201912
TECTONIC ADVISORS LLC 12120.11%0.17%0.21%Q4 2020Q3 202312
Sonora Investment Management, LLC 1110.00%0.00%0.00%Q3 2015Q3 202112
TD Securities (USA) LLC 12120.02%0.07%0.09%Q2 2013Q1 201612
Knights of Columbus Asset Advisors LLC 12120.05%0.91%1.18%Q1 2017Q4 201912
Johnson Financial Group, Inc. 1020.00%0.00%0.02%Q3 2014Q1 202012
Connor, Clark & Lunn Investment Management Ltd. 610.00%0.01%0.05%Q2 2018Q3 202312
Magnetar Financial LLC 310.01%0.02%0.07%Q1 2016Q4 202212
CAPITAL ADVISORS INC/OK 12120.01%0.01%0.01%Q4 2020Q3 202312
RUSSELL FRANK CO/ 12120.06%0.08%0.10%Q2 2013Q1 201612
Legacy Bridge, LLC 1110.00%0.02%0.03%Q1 2019Q4 202212
Edgestream Partners, L.P. 610.03%0.24%0.74%Q3 2018Q3 202312
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 12120.01%0.04%0.09%Q4 2020Q3 202312
Glen Harbor Capital Management LLC 12120.02%0.08%0.32%Q4 2016Q3 201912
CHURCHILL MANAGEMENT Corp 12120.09%0.16%0.32%Q1 2016Q4 201812
IMA Wealth, Inc. 12120.00%0.00%0.01%Q4 2020Q3 202312
PartnerRe Asset Management CORP 12120.03%0.05%0.06%Q2 2013Q1 201612
Elo Mutual Pension Insurance Co 12120.03%0.03%0.03%Q4 2020Q3 202312
CSat Investment Advisory, L.P. 12120.00%0.02%0.06%Q2 2018Q1 202112
Essex Financial Services, Inc. 840.08%0.12%0.21%Q2 2013Q1 202312
Orion Portfolio Solutions, LLC 930.00%0.01%0.03%Q4 2019Q3 202312
HL FINANCIAL SERVICES LLC 12120.01%0.01%0.01%Q4 2014Q3 201712
Salvus Wealth Management, LLC 12120.44%0.54%0.64%Q4 2020Q3 202312
CT Financial Advisors LLC 1010.14%0.16%0.20%Q1 2014Q1 201711
Balentine LLC 920.00%0.02%0.08%Q1 2020Q3 202311
SRB CORP 650.02%0.03%0.05%Q2 2017Q3 202311
FDx Advisors, Inc. 520.01%0.02%0.03%Q4 2014Q1 202311
CAPITAL COUNSEL LLC/NY 11110.02%0.02%0.04%Q2 2013Q4 201511
Grove Bank & Trust 11110.01%0.15%0.19%Q2 2017Q4 201911
BP PLC 920.05%0.06%0.06%Q3 2016Q3 201911
Intercontinental Wealth Advisors, LLC 910.05%0.06%0.08%Q2 2020Q2 202311
CADENCE CAPITAL MANAGEMENT LLC 11110.02%0.03%0.04%Q1 2016Q3 201811
Addison Advisors LLC 1010.04%0.04%0.05%Q4 2020Q3 202311
BERKLEY W R CORP 310.06%0.32%0.72%Q3 2014Q2 202011
Steinberg Global Asset Management 11110.04%0.06%0.18%Q3 2016Q1 201911
Pinnacle Summer Investments, Inc. 11110.00%0.01%0.01%Q2 2013Q4 201511
PEAPACK GLADSTONE FINANCIAL CORP 11110.01%0.01%0.01%Q1 2021Q3 202311
SEVEN EIGHT CAPITAL, LP 310.00%0.09%0.26%Q4 2014Q2 202211
HHM Wealth Advisors, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
SANDERS MORRIS HARRIS LLC 920.06%0.07%0.12%Q4 2020Q3 202311
Point72 Hong Kong Ltd 210.00%0.03%0.11%Q4 2016Q3 202211
Redpoint Investment Management Pty Ltd 920.01%0.04%0.14%Q4 2017Q3 202211
Timber Hill LLC 720.00%0.00%0.01%Q2 2013Q1 201711
MML INVESTORS SERVICES, LLC 650.00%0.00%0.01%Q4 2018Q3 202311
Fieldpoint Private Securities, LLC 710.00%0.00%0.01%Q3 2017Q2 202211
WOLFF WIESE MAGANA LLC 830.00%0.00%0.01%Q4 2020Q3 202311
Commonwealth Equity Services, Inc 740.00%0.01%0.01%Q2 2013Q3 201711
VIRGINIA RETIREMENT SYSTEMS ET AL 11110.00%0.03%0.08%Q2 2013Q4 201511
Formidable Asset Management, LLC 11110.00%0.00%0.01%Q3 2013Q1 201611
Spire Wealth Management 11110.01%0.02%0.03%Q1 2021Q3 202311
FULLER & THALER ASSET MANAGEMENT, INC. 610.00%0.00%0.02%Q2 2013Q2 201811
OPSEU Pension Plan Trust Fund 11110.21%0.28%0.31%Q1 2020Q3 202211
Legacy Financial Advisors, Inc. 11110.16%0.29%0.38%Q4 2017Q2 202011
USS Investment Management Ltd 920.02%0.04%0.10%Q4 2015Q3 202311
Elgethun Capital Management 11110.68%3.54%4.18%Q4 2016Q2 201911
DC Investments Management, LLC 11110.09%0.35%0.44%Q4 2017Q2 202011
Maryland State Retirement & Pension System 640.02%0.03%0.03%Q1 2021Q3 202310
HIGH POINTE CAPITAL MANAGEMENT LLC 10100.08%0.23%0.52%Q2 2013Q3 201510
Qube Research & Technologies Ltd 310.00%0.05%0.17%Q1 2018Q3 202310
Taylor Hoffman Wealth Management 910.01%0.35%0.50%Q4 2017Q2 202010
SIMPLEX TRADING, LLC 210.00%0.00%0.03%Q4 2014Q3 202310
BOSTON ADVISORS LLC 10100.02%0.04%0.07%Q2 2017Q3 201910
FIDUCIARY TRUST INTERNATIONAL LLC 910.04%0.08%0.11%Q2 2013Q4 201810
Cambridge Investment Research Advisors, Inc. 320.00%0.01%0.03%Q2 2013Q3 202310
Absolute Return Capital, LLC 10100.01%0.05%0.11%Q2 2013Q3 201510
Euclid Advisors LLC 710.00%0.03%0.05%Q2 2013Q2 201610
Dynamic Technology Lab Private Ltd 210.03%0.11%0.23%Q2 2015Q3 202210
ATLAS CAPITAL ADVISORS LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Southeast Asset Advisors Inc. 10100.09%0.25%0.38%Q2 2013Q3 201510
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 550.00%0.00%0.00%Q4 2018Q2 202110
Southeastern Asset Management 10106.08%8.01%8.81%Q2 2013Q3 201510
TDAM USA INC. 10100.01%0.02%0.02%Q3 2016Q4 201810
Assured Investment Management LLC 510.00%0.02%0.05%Q1 2015Q1 201910
Chicago Partners Investment Group LLC 910.00%0.00%0.00%Q4 2014Q3 201710
Financial Management Professionals, Inc. 10100.00%0.00%0.00%Q2 2021Q3 202310
VAN DEN BERG MANAGEMENT I, INC 10100.04%0.69%1.49%Q2 2014Q3 201610
Ergoteles LLC 820.01%0.16%0.66%Q3 2020Q2 202310
Virtu KCG Holdings LLC 610.01%0.02%0.04%Q3 2013Q2 201710
WINTRUST INVESTMENTS LLC 10100.04%0.07%0.12%Q2 2016Q3 201810
Index Management Solutions, LLC 10100.00%0.02%0.05%Q2 2013Q3 201510
Stone Ridge Asset Management LLC 10100.07%0.10%0.14%Q4 2017Q1 202010
DODGE & COX 10100.00%0.00%0.00%Q2 2013Q3 201510
Grantham, Mayo, Van Otterloo & Co. LLC 10100.00%0.01%0.01%Q2 2013Q3 201510
GROUP ONE TRADING, L.P. 210.00%0.00%0.00%Q4 2014Q1 202310
Stratos Wealth Partners, LTD. 610.00%0.04%0.06%Q4 2014Q3 201810
TOEWS CORP /ADV 410.07%0.41%0.77%Q2 2016Q3 202310
Tradewinds Capital Management, LLC 910.00%0.01%0.01%Q4 2013Q4 201910
Amundi 10100.01%0.02%0.02%Q2 2021Q3 202310
Lokken Investment Group LLC 910.22%0.33%0.37%Q1 2012Q4 202210
FORT PITT CAPITAL GROUP INC 10103.29%3.61%4.00%Q2 2013Q3 201510
M&G INVESTMENT MANAGEMENT LTD 10100.01%0.06%0.12%Q4 2019Q1 202210
MARSHALL WACE, LLP 310.00%0.04%0.23%Q1 2015Q2 202110
Deseret Mutual Benefit Administrators 10100.02%0.02%0.04%Q2 2021Q3 202310
Cable Hill Partners, LLC 730.00%0.01%0.04%Q3 2017Q3 202310
Vanguard Personalized Indexing Management, LLC 10100.02%0.05%0.07%Q2 2021Q3 202310
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.00%Q2 2018Q3 202010
Symmetry Partners, LLC 640.01%0.01%0.02%Q1 2021Q3 202310
Empirical Finance, LLC 810.01%0.03%0.03%Q4 2016Q3 20239
OneDigital Investment Advisors LLC 990.00%0.00%0.01%Q2 2017Q2 20199
JFS WEALTH ADVISORS, LLC 810.00%0.00%0.00%Q1 2016Q3 20239
GLOBAL STRATEGIC MANAGEMENT INC 990.78%0.98%1.62%Q4 2018Q4 20209
Gideon Capital Advisors, Inc. 310.11%0.25%0.36%Q1 2014Q4 20199
Penserra Capital Management LLC 510.00%0.07%0.13%Q3 2018Q3 20239
WORLDQUANT MILLENNIUM ADVISORS LLC 510.01%0.02%0.02%Q2 2018Q3 20239
Richard P Slaughter Associates Inc 990.75%0.86%1.07%Q4 2019Q4 20219
Teza Capital Management LLC 510.07%0.32%1.08%Q4 2017Q4 20229
BEACON INVESTMENT ADVISORY SERVICES, INC. 990.01%0.02%0.02%Q3 2021Q3 20239
Braun-Bostich & Associates Inc. 630.01%0.06%0.11%Q1 2018Q2 20209
Sciencast Management LP 310.05%0.26%0.44%Q4 2016Q3 20239
Fiera Capital Corp 710.00%0.00%0.01%Q4 2013Q2 20189
Inspire Investing, LLC 990.21%0.24%0.26%Q3 2021Q3 20239
Savant Capital, LLC 990.01%0.01%0.01%Q3 2021Q3 20239
State of Wyoming 990.03%0.07%0.12%Q3 2021Q3 20239
Zions Bancorporation 710.00%0.00%0.00%Q1 2015Q3 20179
TRUEWEALTH LLC 990.00%0.01%0.01%Q4 2017Q4 20199
Constellation Wealth Advisors, LLC 990.14%0.34%0.55%Q2 2013Q2 20159
Xact Kapitalforvaltning AB 990.02%0.03%0.04%Q3 2016Q3 20189
TLP GROUP LLC 990.04%0.24%0.49%Q3 2016Q3 20189
TUDOR INVESTMENT CORP ET AL 410.00%0.03%0.06%Q1 2014Q2 20239
Accel Wealth Management 630.00%0.00%0.00%Q4 2020Q1 20239
U.S. Capital Wealth Advisors, LLC 990.01%0.01%0.02%Q3 2021Q3 20239
First Personal Financial Services 810.00%0.00%0.01%Q2 2016Q4 20199
Redwood Investment Management, LLC 410.11%0.20%0.26%Q2 2019Q3 20239
MV CAPITAL MANAGEMENT, INC. 990.00%0.00%0.01%Q3 2021Q3 20239
CVA Family Office, LLC 720.00%0.00%0.00%Q1 2021Q2 20239
Castleview Partners, LLC 810.00%0.06%0.10%Q2 2021Q3 20239
PIEDMONT INVESTMENT ADVISORS INC 420.00%0.01%0.05%Q2 2016Q4 20199
Wealthcare Advisory Partners LLC 810.00%0.00%0.00%Q2 2018Q1 20219
MANAGED ACCOUNT ADVISORS LLC 990.02%0.06%0.09%Q2 2013Q2 20159
Alaska Permanent Fund Corp 720.00%0.03%0.05%Q2 2021Q3 20239
Eagle Bay Advisors LLC 630.02%0.02%0.04%Q2 2021Q3 20239
Pearl River Capital, LLC 610.06%0.14%0.22%Q1 2020Q3 20239
Beacon Pointe Advisors, LLC 540.01%0.02%0.05%Q2 2021Q3 20239
Numeric Investors LLC 630.00%0.01%0.03%Q3 2015Q4 20179
Breithorn Capital Management 880.27%2.00%3.20%Q3 2014Q2 20168
RPG Investment Advisory, LLC 880.00%0.00%0.00%Q3 2017Q2 20198
Spears Abacus Advisors LLC 880.05%0.10%0.15%Q2 2014Q1 20168
WBH ADVISORY INC 880.06%0.10%0.13%Q2 2013Q1 20158
Brinker Capital Investments, LLC 710.00%0.01%0.01%Q1 2019Q4 20228
Y-Intercept (Hong Kong) Ltd 310.06%0.16%0.34%Q4 2020Q3 20238
Larson Financial Group LLC 880.00%0.00%0.00%Q2 2020Q1 20228
NCM CAPITAL MANAGEMENT GROUP INC 881.85%2.05%2.19%Q4 2014Q3 20168
CLINTON GROUP INC 310.02%0.19%0.54%Q4 2014Q3 20188
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 880.03%0.04%0.05%Q4 2019Q3 20218
Airain ltd 210.08%0.18%0.37%Q2 2013Q2 20178
Relative Value Partners, LLC 880.08%0.10%0.12%Q2 2013Q1 20158
MEITAV INVESTMENT HOUSE LTD 510.01%0.03%0.07%Q4 2017Q2 20238
BECKER CAPITAL MANAGEMENT INC 880.05%0.78%0.99%Q1 2018Q4 20198
Dynamic Capital Management Ltd 310.04%0.37%1.20%Q2 2013Q4 20178
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Virtu Financial LLC 210.01%0.03%0.05%Q4 2016Q2 20238
BAIRD ROBERT W & CO INC /WI/ 880.00%0.01%0.03%Q2 2013Q1 20158
Tevis Investment Management 881.60%1.98%2.34%Q4 2021Q3 20238
GAM SYSTEMATIC LLP 880.02%0.14%0.24%Q4 2015Q3 20178
Westside Investment Management, Inc. 880.00%0.00%0.01%Q4 2016Q3 20188
AHL Partners LLP 880.02%0.04%0.08%Q3 2015Q2 20178
Forum Financial Management, LP 880.01%0.01%0.02%Q4 2021Q3 20238
Autumn Glory Partners, LLC 880.12%0.26%0.49%Q4 2021Q3 20238
GUARDIAN INVESTOR SERVICES LLC 880.07%0.08%0.10%Q2 2013Q1 20158
Covestor Ltd 880.05%0.10%0.16%Q4 2021Q3 20238
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
Ervin Investment Management, LLC 884.41%4.90%5.28%Q4 2021Q3 20238
Capital Impact Advisors, LLC 880.39%0.60%1.23%Q1 2015Q4 20168
MCF Advisors LLC 710.00%0.00%0.00%Q3 2021Q3 20238
CLEAR STREET MARKETS LLC 710.00%0.02%0.14%Q4 2015Q3 20238
Hikari Power Ltd 710.05%0.08%0.21%Q1 2016Q4 20188
Hedges Asset Management LLC 880.94%1.07%1.18%Q4 2021Q3 20238
Mill Capital Management, LLC 880.09%0.10%0.11%Q4 2021Q3 20238
Caprock Group, LLC 880.02%0.06%0.09%Q4 2021Q3 20238
NorthCrest Asset Manangement, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
YorkBridge Wealth Partners, LLC 710.02%0.02%0.02%Q4 2016Q2 20198
Allspring Global Investments Holdings, LLC 880.21%0.30%0.37%Q4 2021Q3 20238
Bell Investment Advisors, Inc 620.01%0.01%0.01%Q3 2021Q3 20238
Level Financial Advisors 880.03%0.04%0.05%Q4 2021Q3 20238
FourThought Financial, LLC 880.01%0.01%0.01%Q4 2020Q3 20228
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.01%Q4 2021Q3 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.02%0.03%0.04%Q4 2021Q3 20238
SYNTAX ADVISORS, LLC 880.39%0.42%0.44%Q4 2021Q3 20238
WESTPORT RESOURCES MANAGEMENT INC 880.00%0.00%0.00%Q2 2013Q1 20158
SALEM INVESTMENT COUNSELORS INC 880.00%0.00%0.00%Q4 2021Q3 20238
B. Metzler seel. Sohn & Co. AG 880.00%0.01%0.01%Q4 2021Q3 20238
USA FINANCIAL FORMULAS 310.00%0.29%0.85%Q2 2016Q3 20238
Tacita Capital Inc 880.07%0.08%0.09%Q4 2020Q3 20228
Sterling Capital Management LLC 880.00%0.01%0.01%Q1 2013Q4 20148
First Allied Advisory Services, Inc. 880.01%0.01%0.01%Q3 2018Q2 20208
EverSource Wealth Advisors, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Mizuho Trust & Banking Co., Ltd. 880.05%0.09%0.14%Q4 2014Q3 20168
FORA Capital, LLC 210.02%0.05%0.14%Q4 2019Q4 20228
DEERE & CO 530.03%0.05%0.07%Q2 2013Q3 20168
CAMBRIDGE TRUST CO 880.00%0.00%0.00%Q4 2021Q3 20238
WHITENER CAPITAL MANAGEMENT, INC. 510.08%0.09%0.12%Q4 2017Q2 20218
Optimal Asset Management, Inc. 880.07%0.09%0.13%Q4 2019Q3 20218
PICTET ASSET MANAGEMENT SA 880.01%0.01%0.01%Q3 2021Q2 20238
ASPIRIANT, LLC 880.01%0.02%0.02%Q4 2021Q3 20238
Bank of Kentucky, Inc. 880.00%0.00%0.01%Q2 2013Q1 20158
BOKF, NA 430.01%0.03%0.08%Q1 2014Q2 20187
BISLETT MANAGEMENT, LLC 773.47%4.12%4.59%Q2 2013Q4 20147
Pflug Koory, LLC 770.01%0.01%0.01%Q4 2016Q2 20187
Rockbridge Investment Management, LCC 770.00%0.00%0.00%Q2 2020Q4 20217
Wellington Shields & Co., LLC 610.02%0.06%0.14%Q4 2013Q3 20237
Sierra Capital LLC 520.00%0.00%0.00%Q1 2021Q4 20227
Laurion Capital Management LP 510.00%0.03%0.08%Q2 2017Q2 20237
Wealthspire Advisors, LLC 410.00%0.00%0.01%Q4 2018Q3 20237
Global Retirement Partners, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Washington Trust Advisors, Inc. 610.00%0.00%0.01%Q4 2021Q3 20237
HALBERT HARGROVE GLOBAL ADVISORS, LLC 770.07%0.10%0.14%Q4 2013Q2 20157
Quantamental Technologies LLC 430.04%0.11%0.17%Q4 2018Q4 20227
Altshuler Shaham Ltd 210.00%0.00%0.00%Q4 2017Q1 20237
Meiji Yasuda Asset Management Co Ltd. 310.01%0.03%0.05%Q2 2017Q2 20217
abrdn Investment Management Ltd 770.00%0.00%0.00%Q2 2013Q4 20147
US Asset Management LLC 430.41%0.47%0.52%Q3 2021Q2 20237
Pegasus Partners Ltd. 770.12%0.39%0.56%Q1 2018Q3 20197
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO 770.12%0.13%0.15%Q2 2013Q4 20147
Newfound Research LLC 770.00%0.00%0.00%Q2 2016Q4 20177
Optas, LLC 770.07%0.13%0.18%Q1 2022Q3 20237
FIL Ltd 410.00%0.02%0.06%Q3 2018Q1 20217
CAPITAL MANAGEMENT ASSOCIATES /NY/ 430.02%0.15%0.34%Q2 2013Q4 20227
Parallax Volatility Advisers, L.P. 510.00%0.00%0.00%Q2 2014Q3 20187
Avestar Capital, LLC 770.00%0.00%0.00%Q4 2017Q2 20197
Rehmann Capital Advisory Group 770.00%0.00%0.00%Q1 2018Q3 20197
Parametrica Management Ltd 210.29%0.86%2.63%Q2 2014Q4 20187
UNITED BANK, INC. 510.08%0.09%0.10%Q2 2013Q4 20167
Ruffer LLP 770.06%0.10%0.15%Q2 2013Q4 20147
AJO, LP 210.00%0.01%0.02%Q1 2014Q2 20197
Harel Insurance Investments & Financial Services Ltd. 610.00%0.00%0.00%Q4 2021Q3 20237
SeaCrest Wealth Management, LLC 610.00%0.00%0.00%Q4 2017Q2 20227
Allworth Financial LP 770.00%0.00%0.00%Q1 2022Q3 20237
FARMERS TRUST CO 770.08%0.36%0.99%Q2 2013Q4 20147
Lenox Wealth Advisors, LLC 610.00%0.00%0.00%Q4 2019Q1 20227
Tradewinds Global Investors, LLC 770.44%0.87%1.46%Q2 2013Q4 20147
Pinnacle Bancorp, Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
Vontobel Holding Ltd. 410.00%0.00%0.00%Q4 2020Q1 20237
EII CAPITAL MANAGEMENT, INC. 520.17%0.54%1.17%Q3 2014Q4 20177
GHP Investment Advisors, Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
Arkadios Wealth Advisors 520.00%0.00%0.00%Q4 2019Q3 20217
Dalton Investments LLC 770.17%0.23%0.29%Q2 2013Q4 20147
Centiva Capital, LP 310.01%0.02%0.03%Q2 2020Q3 20237
Weaver Consulting Group 770.00%0.00%0.00%Q1 2019Q3 20207
Marble Harbor Investment Counsel, LLC 770.03%0.04%0.04%Q1 2020Q3 20217
Calvert Investment Management, Inc. 770.03%0.03%0.04%Q2 2015Q4 20167
NCM Capital Advisers, Inc. 770.03%0.42%1.00%Q4 2014Q2 20167
PRELUDE CAPITAL MANAGEMENT, LLC 210.01%0.02%0.04%Q1 2015Q2 20217
1832 Asset Management L.P. 770.00%0.00%0.00%Q1 2022Q3 20237
FOX RUN MANAGEMENT, L.L.C. 310.09%0.20%0.37%Q3 2016Q1 20237
WEIK CAPITAL MANAGEMENT 770.12%0.32%0.40%Q2 2013Q4 20147
FIC CAPITAL INC 770.24%0.40%0.57%Q2 2013Q4 20147
Spot Trading L.L.C 210.00%0.00%0.02%Q2 2014Q4 20167
Atria Wealth Solutions, Inc. 770.02%0.03%0.03%Q1 2022Q3 20237
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Lombard Odier Asset Management (Switzerland) SA 520.01%0.04%0.09%Q2 2014Q1 20167
Tyler-Stone Wealth Management 520.01%0.01%0.01%Q4 2021Q3 20237
GUARDIAN INVESTMENT MANAGEMENT 770.51%0.64%0.80%Q3 2013Q1 20157
Echo Street Capital Management LLC 320.00%0.00%0.01%Q2 2021Q3 20237
Cognios Capital, LLC 310.05%0.47%0.85%Q3 2017Q1 20207
Placemark Investments, Inc. 770.01%0.01%0.02%Q2 2013Q4 20147
Trexquant Investment LP 110.01%0.07%0.16%Q2 2015Q3 20236
TRUST DEPARTMENT MB FINANCIAL BANK N A 660.01%0.02%0.02%Q2 2013Q3 20146
Savior LLC 660.00%0.01%0.02%Q4 2019Q1 20216
MAVERICK CAPITAL LTD 660.00%0.01%0.02%Q2 2020Q3 20216
MUFG Securities EMEA plc 330.00%0.03%0.09%Q2 2018Q1 20206
Czech National Bank 660.03%0.03%0.04%Q3 2022Q4 20236
1919 Investment Counsel, LLC 660.00%0.00%0.00%Q2 2013Q3 20146
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 310.10%0.11%0.12%Q3 2017Q3 20236
Sowell Financial Services LLC 510.00%0.00%0.01%Q3 2019Q1 20216
B. Riley Wealth Management, Inc. 660.02%0.06%0.08%Q1 2014Q2 20156
Santa Fe Partners LLC 660.03%0.08%0.14%Q2 2013Q3 20146
Quent Capital, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
BOSTON PRIVATE BANK & TRUST CO 660.00%0.00%0.00%Q4 2013Q1 20156
Baird Financial Group, Inc. 510.00%0.00%0.00%Q2 2015Q3 20236
Machina Capital S.A.S. 310.15%0.38%0.67%Q4 2018Q3 20236
Verdence Capital Advisors LLC 660.05%0.08%0.10%Q4 2021Q1 20236
RELIANCE TRUST CO OF DELAWARE 660.06%0.08%0.09%Q2 2013Q3 20146
FineMark National Bank & Trust 660.36%0.41%0.44%Q1 2017Q2 20186
Cambria Investment Management, L.P. 660.64%0.69%0.73%Q2 2022Q3 20236
EDMOND DE ROTHSCHILD HOLDING S.A. 660.01%0.01%0.01%Q3 2017Q4 20186
Schubert & Co 660.00%0.00%0.01%Q4 2021Q1 20236
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 660.02%0.02%0.02%Q2 2022Q3 20236
BW Gestao de Investimentos Ltda. 660.12%0.25%0.45%Q4 2013Q1 20156
SJS Investment Consulting Inc. 510.00%0.00%0.00%Q1 2022Q3 20236
Edge Advisors, LLC 660.00%0.00%0.00%Q1 2017Q2 20186
WFG Advisors, LP 410.00%0.00%0.00%Q3 2013Q4 20166
SEIZERT CAPITAL PARTNERS, LLC 660.75%2.60%3.48%Q2 2013Q3 20146
Cresset Asset Management, LLC 220.00%0.00%0.00%Q4 2018Q3 20236
Heritage Trust Co 660.00%0.00%0.00%Q3 2017Q4 20186
WASHINGTON TRUST BANK 420.00%0.00%0.01%Q1 2014Q4 20166
Concord Wealth Partners 660.00%0.01%0.02%Q1 2021Q2 20226
Lloyds Banking Group plc 660.01%0.03%0.04%Q2 2013Q3 20146
INTECH INVESTMENT MANAGEMENT LLC 660.01%0.07%0.14%Q2 2022Q3 20236
MOORE CAPITAL MANAGEMENT, LP 420.01%0.08%0.28%Q2 2015Q4 20166
BANK OF HAWAII 660.02%0.03%0.04%Q2 2018Q3 20196
AMERICAN NATIONAL BANK & TRUST CO /VA/ 660.10%0.35%0.46%Q2 2013Q3 20146
GREENWOOD CAPITAL ASSOCIATES LLC 660.10%0.29%0.70%Q2 2022Q3 20236
MAI Capital Management 310.00%0.01%0.03%Q3 2013Q3 20236
THIRD AVENUE MANAGEMENT LLC 660.87%1.12%1.30%Q3 2014Q4 20156
Disciplined Investments, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
Ferris Capital, LLC 510.00%0.00%0.00%Q2 2017Q1 20196
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 660.07%0.12%0.15%Q4 2020Q1 20226
Squar Milner Financial Services LLC 510.02%0.11%0.18%Q2 2018Q4 20196
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 310.00%0.01%0.03%Q4 2019Q1 20236
Roof Eidam Maycock Peralta, LLC 660.73%0.88%0.94%Q3 2016Q4 20176
Jasper Ridge Partners, L.P. 660.02%0.03%0.03%Q2 2013Q3 20146
VALLEY WEALTH MANAGERS, INC. 660.04%0.09%0.13%Q1 2016Q2 20176
CIBC WORLD MARKET INC. 310.00%0.01%0.01%Q1 2014Q3 20236
Bayesian Capital Management, LP 310.03%0.11%0.27%Q4 2016Q3 20206
Cerebellum GP, LLC 310.01%0.12%0.29%Q4 2017Q2 20206
SEI TRUST CO 660.02%0.03%0.04%Q2 2013Q3 20146
J.W. COLE ADVISORS, INC. 210.01%0.02%0.03%Q4 2019Q3 20236
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Endurance Wealth Management, Inc. 660.00%0.00%0.00%Q2 2015Q3 20166
Lombard Odier Asset Management (Europe) Ltd 660.01%0.04%0.11%Q2 2016Q3 20176
Bedel Financial Consulting, Inc. 660.01%0.01%0.01%Q1 2018Q2 20196
Maven Securities LTD 410.02%0.06%0.17%Q3 2019Q3 20226
WILEN INVESTMENT MANAGEMENT CORP. 510.05%0.09%0.11%Q4 2020Q3 20226
Virtus Investment Advisers, Inc. 660.01%0.02%0.02%Q3 2016Q4 20176
CITIZENS FINANCIAL GROUP INC/RI 660.00%0.00%0.00%Q1 2019Q2 20206
Private Advisor Group, LLC 210.00%0.03%0.07%Q1 2014Q3 20235
BAR HARBOR TRUST SERVICES 550.54%0.62%0.66%Q2 2013Q2 20145
Graham Capital Management, L.P. 210.02%0.05%0.08%Q1 2022Q3 20235
Lourd Capital, LLC 550.12%0.17%0.24%Q4 2017Q4 20185
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP 410.68%0.73%0.80%Q2 2018Q3 20235
MENTA CAPITAL LLC 320.03%0.10%0.16%Q2 2016Q3 20175
Kavar Capital Partners, LLC 320.01%0.01%0.02%Q4 2013Q4 20155
WEDBUSH SECURITIES INC 310.02%0.03%0.04%Q4 2015Q3 20195
CORTLAND ADVISERS LLC 552.24%4.09%4.76%Q2 2013Q2 20145
Mariner, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Wilmington Trust, National Association 550.02%0.03%0.03%Q2 2013Q2 20145
GARGOYLE INVESTMENT ADVISOR L.L.C. 410.27%0.36%0.43%Q3 2017Q3 20195
Impax Asset Management Group plc 550.00%0.00%0.00%Q2 2021Q2 20225
Paragon Capital Management Ltd 550.19%0.28%0.34%Q2 2013Q2 20145
DT Investment Partners, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Alexandria Capital, LLC 410.01%0.02%0.02%Q2 2013Q1 20155
HBK INVESTMENTS L P 210.00%0.02%0.03%Q4 2013Q3 20175
AGRAN LIBBIE 550.08%0.12%0.16%Q1 2014Q1 20155
Weiss Asset Management LP 410.01%0.03%0.08%Q1 2019Q1 20225
CITY NATIONAL BANK 550.01%0.02%0.02%Q2 2013Q2 20145
Fulcrum Asset Management LLP 550.08%0.23%0.31%Q1 2021Q1 20225
ADVISOR PARTNERS II, LLC 550.03%0.03%0.03%Q3 2022Q3 20235
Metis Global Partners, LLC 410.02%0.02%0.02%Q1 2022Q3 20235
Moreno Evelyn V 550.10%0.11%0.17%Q3 2022Q3 20235
High Net Worth Advisory Group LLC 550.02%0.02%0.02%Q4 2021Q4 20225
Joel Isaacson & Co., LLC 550.03%0.03%0.04%Q1 2020Q1 20215
Migdal Insurance & Financial Holdings Ltd. 310.00%0.00%0.01%Q1 2018Q3 20215
Cove Street Capital, LLC 550.48%1.53%2.27%Q2 2013Q2 20145
Red Tortoise LLC 410.00%0.00%0.00%Q3 2021Q3 20235
Geduld E E 440.57%0.68%0.74%Q1 2014Q4 20145
IndexIQ Advisors LLC 410.00%0.13%0.20%Q1 2018Q1 20225
FDO Partners, LLC 320.17%0.68%1.26%Q1 2016Q3 20175
Wealth Architects, LLC 410.04%0.04%0.04%Q1 2022Q3 20235
Strategic Asset Management, LLC 550.02%0.02%0.02%Q3 2021Q3 20225
Invst, LLC 550.07%0.08%0.09%Q4 2021Q4 20225
FormulaFolio Investments, LLC 320.00%0.04%0.08%Q1 2017Q2 20215
Capitolis Advisors LLC 550.00%0.02%0.04%Q4 2020Q4 20215
CAXTON ASSOCIATES LP 110.02%0.03%0.05%Q3 2018Q4 20225
Acrospire Investment Management LLC 410.01%0.06%0.12%Q1 2016Q2 20175
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 210.00%0.11%0.27%Q4 2016Q3 20235
MOTCO 110.00%0.00%0.00%Q2 2015Q2 20235
Park Avenue Institutional Advisers LLC 550.06%0.06%0.06%Q2 2015Q2 20165
Jump Financial, LLC 210.01%0.09%0.36%Q1 2021Q3 20235
Kestra Advisory Services, LLC 550.00%0.00%0.00%Q4 2021Q4 20225
OCCUDO QUANTITATIVE STRATEGIES LP 310.03%0.25%0.34%Q2 2021Q3 20235
CAPITAL FUND MANAGEMENT S.A. 210.00%0.01%0.02%Q3 2018Q3 20205
WILMINGTON TRUST CO 550.02%0.03%0.03%Q2 2013Q2 20145
Total Clarity Wealth Management, Inc. 210.01%0.01%0.01%Q4 2019Q2 20225
Wilmington Funds Management Corp 550.02%0.03%0.04%Q2 2013Q2 20145
PHYSICIANS FINANCIAL SERVICES, INC. 550.04%0.04%0.04%Q4 2015Q4 20165
AIGEN INVESTMENT MANAGEMENT, LP 310.03%0.08%0.14%Q4 2019Q3 20235
Williams Jones Wealth Management, LLC. 550.01%0.01%0.01%Q3 2022Q3 20235
Kaizen Advisory, LLC 550.01%0.02%0.02%Q4 2017Q4 20185
PASTEL & ASSOCIES SA 559.17%12.39%15.69%Q3 2017Q3 20185
TWINBEECH CAPITAL LP 210.05%0.10%0.20%Q2 2020Q4 20225
FOURPOINTS Investment Managers, S.A.S. 5516.58%20.78%26.62%Q4 2018Q4 20195
Stevens First Principles Investment Advisors 550.00%0.00%0.00%Q2 2018Q2 20195
Zurich Insurance Group Ltd/FI 550.05%0.08%0.09%Q3 2017Q3 20185
TIAA, FSB 550.00%0.00%0.00%Q2 2022Q2 20235
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 310.00%0.00%0.01%Q2 2013Q1 20225
PDT Partners, LLC 210.03%0.07%0.16%Q3 2013Q4 20195
VALLEY NATIONAL ADVISERS INC 550.00%0.00%0.00%Q3 2022Q3 20235
KINGS POINT CAPITAL MANAGEMENT 550.00%0.00%0.00%Q1 2021Q1 20225
Visium Asset Management, LP 550.01%0.01%0.01%Q2 2014Q2 20155
JONES FINANCIAL COMPANIES LLLP 440.00%0.00%0.00%Q1 2021Q4 20214
JOYN Advisors, Inc. 440.00%0.00%0.01%Q1 2018Q4 20184
ETRADE Capital Management LLC 440.00%0.01%0.01%Q2 2013Q1 20144
Orbitronix, LP 440.48%0.71%1.28%Q3 2014Q2 20154
TOBAM 310.00%0.00%0.00%Q4 2020Q3 20224
Lee Financial Co 440.00%0.00%0.00%Q4 2022Q3 20234
ALPHASIMPLEX GROUP, LLC 440.40%0.47%0.57%Q1 2019Q4 20194
Column Capital Advisors, LLC 440.00%0.00%0.01%Q4 2019Q3 20204
Aureus Asset Management, LLC 440.05%0.06%0.07%Q4 2022Q3 20234
Oxbow Advisors, LLC 310.50%0.66%0.77%Q2 2013Q4 20144
Cerity Partners LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Schooner Investment Group, LLC. 440.13%0.19%0.28%Q4 2014Q3 20154
Willingdon Wealth Management 440.01%0.01%0.01%Q3 2017Q2 20184
LMR Partners LLP 310.02%0.05%0.06%Q1 2016Q2 20174
Alpine Global Management, LLC 210.05%0.07%0.09%Q4 2014Q1 20224
Princeton Alpha Management LP 210.05%0.09%0.13%Q2 2014Q1 20174
Riverview Trust Co 440.01%0.01%0.01%Q4 2022Q3 20234
Elkhorn Investments, LLC 440.96%1.06%1.16%Q1 2017Q4 20174
CrestPoint Capital Management, LLC 440.12%0.16%0.24%Q4 2013Q3 20144
SIGNET FINANCIAL MANAGEMENT, LLC 310.00%0.00%0.00%Q1 2018Q4 20214
QUANTRES ASSET MANAGEMENT Ltd 110.14%0.21%0.27%Q3 2014Q3 20184
Point72 Asset Management, L.P. 210.00%0.00%0.00%Q3 2019Q3 20234
WestEnd Advisors, LLC 440.00%0.00%0.00%Q2 2021Q1 20224
Compagnie Lombard Odier SCmA 440.02%0.02%0.02%Q4 2013Q3 20144
SVB WEALTH LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Northstar Group, Inc. 440.17%0.21%0.29%Q4 2014Q3 20154
AllSquare Wealth Management LLC 440.01%0.01%0.01%Q4 2014Q3 20154
Quadrature Capital Ltd 210.03%0.08%0.15%Q2 2016Q3 20214
F&C Asset Management plc 440.01%0.01%0.01%Q2 2013Q1 20144
Alpha Omega Wealth Management LLC 310.00%0.01%0.01%Q4 2015Q2 20194
Cribstone Capital Management, LLC 440.01%0.01%0.01%Q4 2017Q3 20184
Watershed Asset Management, L.L.C. 440.30%0.31%0.33%Q4 2022Q3 20234
Cascade Investment Advisors, Inc. 310.20%0.44%0.97%Q2 2016Q2 20174
TFO Wealth Partners, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
CIBC Private Wealth Group, LLC 210.00%0.00%0.00%Q4 2017Q2 20224
DPM Capital LLC 441.81%13.41%17.53%Q1 2020Q4 20204
One Wealth Advisors, LLC 440.07%0.08%0.09%Q1 2022Q4 20224
Bridgefront Capital, LLC 110.20%0.31%0.47%Q4 2020Q3 20234
Neo Ivy Capital Management 110.05%0.32%0.63%Q3 2019Q3 20224
Pine River Capital Management L.P. 210.01%0.02%0.04%Q3 2014Q4 20164
REGIONS FINANCIAL CORP 220.00%0.00%0.00%Q4 2017Q1 20194
GPS Wealth Strategies Group, LLC 440.00%0.00%0.00%Q1 2021Q4 20214
First National Bank of South Miami 440.05%0.05%0.05%Q4 2018Q3 20194
Oak Thistle LLC 310.29%0.53%1.01%Q1 2022Q3 20234
Old North State Trust, LLC 310.03%0.19%0.37%Q3 2018Q4 20224
GYL FINANCIAL SYNERGIES, LLC 440.06%0.08%0.13%Q4 2022Q3 20234
Realta Investment Advisors 310.00%0.00%0.00%Q2 2019Q3 20224
BI Asset Management Fondsmaeglerselskab A/S 440.00%0.00%0.00%Q4 2022Q3 20234
Rothschild & Co Wealth Management UK Ltd 440.00%5.46%11.41%Q1 2014Q4 20144
PYA Waltman Capital, LLC 440.01%0.02%0.02%Q4 2021Q3 20224
Wealth Quarterback LLC 220.00%0.00%0.01%Q4 2019Q3 20214
Center for Financial Planning, Inc. 440.01%0.01%0.01%Q4 2022Q3 20234
Aquatic Capital Management LLC 220.04%0.06%0.10%Q3 2022Q3 20234
XTX Topco Ltd 310.04%0.10%0.14%Q1 2022Q2 20234
B. Metzler seel. Sohn & Co. Holding AG 440.01%0.01%0.01%Q4 2020Q3 20214
Foster Group, Inc. 310.02%0.02%0.02%Q2 2021Q2 20224
Brown Financial Advisory 220.16%0.19%0.21%Q1 2022Q3 20234
Colonial River Wealth Management, LLC 440.15%0.16%0.17%Q2 2022Q1 20234
Interchange Capital Partners, LLC 440.25%0.29%0.34%Q1 2022Q4 20224
DARK FOREST CAPITAL MANAGEMENT LP 210.00%0.03%0.07%Q2 2021Q3 20234
HB Wealth Management, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
PRESILIUM PRIVATE WEALTH, LLC 440.17%0.19%0.21%Q4 2022Q3 20234
Corient Private Wealth LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Colonial Trust Co / SC 440.03%0.03%0.03%Q4 2022Q3 20234
BREWIN DOLPHIN LTD 440.00%0.00%0.00%Q3 2021Q2 20224
SYSTM Wealth Solutions LLC 440.12%0.14%0.15%Q4 2022Q3 20234
Mendota Financial Group, LLC 449.01%9.67%10.78%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
WEST PACES ADVISORS INC. 440.00%0.00%0.01%Q4 2016Q3 20174
CORNERSTONE ADVISORS INC 440.07%0.09%0.10%Q1 2017Q4 20174
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 440.01%0.01%0.01%Q2 2013Q1 20144
FIRST HORIZON CORP 440.00%0.00%0.00%Q3 2020Q2 20214
HIGH POINT BANK & TRUST CO 440.02%0.02%0.02%Q2 2013Q1 20144
CULLEN/FROST BANKERS, INC. 310.00%0.00%0.00%Q3 2020Q1 20234
CAPITAL ONE, NATIONAL ASSOCIATION 440.02%0.02%0.02%Q2 2014Q1 20154
MIDAS MANAGEMENT CORP 440.84%0.88%0.96%Q4 2014Q3 20154
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 310.01%0.01%0.01%Q4 2015Q2 20174
ALLEGHANY CORP /DE 440.04%0.06%0.06%Q2 2013Q1 20144
ELLINGTON MANAGEMENT GROUP LLC 110.04%0.13%0.29%Q3 2013Q2 20174
Markel Corporation 440.28%0.35%0.39%Q2 2013Q1 20144
ZACKS INVESTMENT MANAGEMENT 210.01%0.03%0.05%Q1 2014Q3 20184
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 440.01%0.01%0.01%Q3 2018Q2 20194
ANALYTIC INVESTORS, LLC 440.03%0.04%0.05%Q4 2014Q3 20154
BURNHAM ASSET MANAGEMENT CORP /NY/ 440.05%0.05%0.05%Q3 2014Q2 20154
GENERAL MOTORS INVESTMENT MANAGEMENT CORP 310.02%0.05%0.10%Q2 2013Q1 20154
GW&K Investment Management, LLC 220.00%0.00%0.00%Q1 2022Q3 20234
BB&T INVESTMENT SERVICES, INC. 440.01%0.01%0.02%Q1 2017Q4 20174
CenturyLink Investment Management Co 440.45%0.50%0.54%Q2 2015Q1 20164
BESSEMER SECURITIES LLC 440.68%0.81%0.97%Q4 2018Q3 20194
Winton Capital Management Ltd 440.01%0.02%0.04%Q2 2013Q1 20144
NorthCoast Asset Management LLC 440.16%0.20%0.26%Q1 2017Q4 20174
SAC Capital Advisors LP 440.00%0.01%0.02%Q2 2013Q1 20144
EXCHANGE TRADED CONCEPTS, LLC 210.00%0.02%0.04%Q3 2022Q4 20234
OXFORD ASSET MANAGEMENT LLP 440.01%0.03%0.04%Q1 2017Q4 20174
TWIN CAPITAL MANAGEMENT INC 330.06%0.07%0.08%Q3 2016Q1 20173
Polaris Wealth Advisory Group, LLC 330.74%1.34%1.70%Q4 2016Q2 20173
PARK AVENUE SECURITIES LLC 210.01%0.01%0.01%Q1 2019Q4 20193
Vinva Investment Management Ltd 330.03%0.05%0.08%Q1 2023Q3 20233
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Kepos Capital LP 210.30%0.39%0.54%Q1 2018Q4 20183
Moran Wealth Management, LLC 330.38%0.67%0.84%Q4 2022Q2 20233
Winthrop Advisory Group LLC 210.04%0.04%0.04%Q3 2022Q2 20233
ICA Group Wealth Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Cape Investment Advisory, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Quantum Capital Management, LLC / NJ 330.82%1.07%1.56%Q2 2013Q4 20133
Marshall Wace North America L.P. 210.00%0.01%0.03%Q3 2018Q2 20203
KARLINSKI ANDREW C 330.00%0.00%0.00%Q1 2022Q3 20223
Brookstone Capital Management 330.02%0.03%0.03%Q1 2019Q3 20193
Meixler Investment Management, Ltd. 330.29%0.55%0.91%Q4 2021Q2 20223
Tidal Investments LLC 330.02%0.02%0.03%Q1 2023Q3 20233
Essex Savings Bank 330.00%0.01%0.02%Q4 2018Q2 20193
BLUESTEIN R H & CO LLC 210.01%0.03%0.07%Q2 2013Q1 20153
St. James Investment Advisors, LLC 330.03%0.03%0.03%Q2 2022Q4 20223
Motley Fool Wealth Management, LLC 330.17%0.39%0.52%Q4 2014Q2 20153
1 NORTH WEALTH SERVICES LLC 210.00%0.00%0.00%Q1 2019Q4 20193
Alan B Lancz & Associates, Inc. 210.14%0.15%0.15%Q2 2022Q1 20233
Hosking & Co Ltd 330.71%0.73%0.76%Q4 2014Q2 20153
River Road Asset Management, LLC 210.07%0.08%0.09%Q3 2013Q1 20153
McElhenny Sheffield Capital Management, LLC 330.36%0.46%0.62%Q2 2022Q4 20223
KANALY TRUST CO 330.01%0.01%0.01%Q2 2016Q4 20163
Accurate Wealth Management, LLC 330.60%0.89%1.18%Q2 2022Q4 20223
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
SkyView Investment Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
First Trust Direct Indexing L.P. 330.02%0.03%0.03%Q1 2023Q3 20233
AIA Group Ltd 330.00%0.01%0.01%Q4 2021Q2 20223
LOEB PARTNERS CORP 330.18%0.19%0.20%Q2 2013Q4 20133
HARBERT MANAGEMENT CORP 335.10%5.60%6.41%Q2 2013Q4 20133
OSTRUM ASSET MANAGEMENT 330.06%0.08%0.09%Q1 2023Q3 20233
MGO ONE SEVEN LLC 210.00%0.00%0.00%Q4 2017Q4 20183
SYSTEMATIC FINANCIAL MANAGEMENT LP 330.07%0.22%0.33%Q4 2017Q2 20183
Icon Wealth Partners, LLC 110.01%0.01%0.01%Q4 2017Q1 20193
Patriot Financial Group Insurance Agency, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
TRUSTCORE FINANCIAL SERVICES, LLC 210.00%0.00%0.00%Q2 2018Q3 20193
Wilmington Trust Investment Management, LLC 330.06%0.06%0.06%Q2 2013Q4 20133
Golden State Wealth Management, LLC 330.01%0.02%0.02%Q1 2019Q3 20193
Price Wealth, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
Tibra Equities Europe Ltd 210.09%0.10%0.12%Q2 2018Q3 20193
Spectrum Management Group, LLC 330.01%0.01%0.02%Q4 2013Q2 20143
Laffer Tengler Investments, Inc. 330.02%0.02%0.02%Q4 2022Q2 20233
Mount Yale Investment Advisors, LLC 330.00%0.01%0.01%Q1 2018Q3 20183
Gryphon Financial Partners LLC 330.00%0.00%0.00%Q4 2017Q2 20183
NatWest Group plc 330.03%0.03%0.04%Q2 2013Q4 20133
HIGHBRIDGE CAPITAL MANAGEMENT LLC 210.00%0.01%0.01%Q1 2016Q3 20173
Atria Investments, Inc 210.01%0.01%0.01%Q1 2018Q4 20183
Mosaic Family Wealth, LLC 210.00%0.00%0.00%Q4 2015Q3 20173
SOUND SHORE MANAGEMENT INC /CT/ 330.00%0.01%0.01%Q2 2013Q4 20133
Crabel Capital Management, LLC 330.14%0.17%0.21%Q2 2019Q4 20193
ENDEX CAPITAL MANAGEMENT LLC 330.14%0.14%0.15%Q2 2013Q4 20133
Avantax Planning Partners, Inc. 210.00%0.01%0.01%Q1 2018Q4 20183
Meeder Advisory Services, Inc. 330.03%0.03%0.03%Q1 2023Q3 20233
ADVANCE CAPITAL I INC 110.34%0.44%0.63%Q1 2014Q4 20153
Avion Wealth 330.00%0.00%0.00%Q1 2023Q3 20233
FIRST INTERSTATE BANK 330.05%0.06%0.06%Q3 2015Q1 20163
Blueshift Asset Management, LLC 110.04%0.07%0.09%Q4 2020Q4 20213
Weiss Multi-Strategy Advisers LLC 330.05%0.18%0.32%Q2 2013Q4 20133
FIRST HAWAIIAN BANK 330.00%0.00%0.00%Q3 2018Q1 20193
Pacifica Capital Investments, LLC 330.24%0.25%0.27%Q3 2015Q1 20163
BOOTHBAY FUND MANAGEMENT, LLC 110.01%0.01%0.01%Q1 2022Q3 20233
Cetera Investment Advisers 330.00%0.00%0.00%Q1 2023Q3 20233
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.00%0.00%0.00%Q4 2017Q3 20183
Kemnay Advisory Services Inc. 330.40%0.41%0.42%Q2 2018Q4 20183
Cannell & Co. 330.02%0.02%0.02%Q2 2013Q4 20133
Desjardins Global Asset Management Inc. 330.00%0.01%0.02%Q1 2023Q3 20233
NICHOLAS COMPANY, INC. 331.32%1.41%1.50%Q2 2013Q4 20133
Colonial Trust Advisors 330.00%0.00%0.00%Q1 2023Q3 20233
First City Capital Management, Inc. 330.00%0.00%0.00%Q1 2014Q3 20143
Virtus Fund Advisers, LLC 330.00%0.00%0.00%Q2 2014Q4 20143
W.G. Shaheen & Associates DBA Whitney & Co 330.00%0.00%0.00%Q1 2018Q3 20183
CHILTON CAPITAL MANAGEMENT LLC 330.01%0.01%0.01%Q2 2013Q4 20133
HAP Trading, LLC 110.00%0.03%0.08%Q1 2014Q3 20203
Procyon Advisors, LLC 330.01%0.01%0.01%Q4 2019Q2 20203
Signition LP 210.17%0.53%1.11%Q3 2018Q4 20193
GREYSTONE INVESTMENT MANAGEMENT LLC 332.90%2.97%3.06%Q2 2013Q4 20133
Oak Grove Capital LLC 330.00%0.01%0.01%Q1 2018Q3 20183
Capstone Investment Advisors (Netherlands), B.V. 330.53%0.77%0.99%Q4 2016Q2 20173
PITCAIRN CO 330.02%0.03%0.03%Q1 2023Q3 20233
Founders Financial Alliance, LLC 110.00%0.00%0.00%Q3 2020Q1 20212
Alera Investment Advisors, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
PRW Wealth Management LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Kore Private Wealth LLC 220.01%0.01%0.01%Q1 2020Q2 20202
Chiron Investment Management, LLC 220.02%0.03%0.03%Q3 2022Q4 20222
Ellis Investment Partners, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Syverson Strege & Co 110.00%0.00%0.00%Q3 2021Q1 20232
FARMERS & MERCHANTS INVESTMENTS INC 220.00%0.00%0.00%Q2 2015Q3 20152
Qtron Investments LLC 110.06%0.14%0.22%Q2 2019Q3 20232
Delphi Private Advisors LLC 220.00%0.01%0.01%Q2 2016Q3 20162
First Capital Advisors Group, LLC. 110.00%0.00%0.01%Q1 2018Q2 20232
STIFEL NICOLAUS & CO INC \MO\ 220.01%0.01%0.01%Q2 2013Q3 20132
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 220.00%0.00%0.00%Q2 2023Q3 20232
American Financial Network Advisory Services LLC 220.00%0.00%0.00%Q3 2017Q4 20172
Emerald Acquisition Ltd. 220.08%0.09%0.10%Q2 2016Q3 20162
Probity Advisors, Inc. 110.10%0.10%0.11%Q3 2016Q2 20182
Gyon Technologies Capital Management, LP 110.07%0.10%0.13%Q3 2021Q2 20222
AGF MANAGEMENT LTD 220.00%0.00%0.00%Q4 2022Q1 20232
S.A. Mason LLC 220.02%0.02%0.02%Q4 2019Q1 20202
Venturi Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Regent Peak Wealth Advisors LLC 110.05%0.05%0.06%Q4 2020Q1 20222
MADDEN SECURITIES Corp 110.05%0.08%0.10%Q1 2022Q4 20222
Standard Family Office LLC 220.00%0.00%0.00%Q1 2021Q2 20212
HERNDON CAPITAL MANAGEMENT LLC 220.00%0.00%0.00%Q2 2016Q3 20162
Bowling Portfolio Management LLC 220.19%0.28%0.37%Q2 2022Q3 20222
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Bellwether Advisors, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
ETF MANAGERS GROUP, LLC 220.02%0.02%0.03%Q3 2019Q4 20192
Polar Asset Management Partners Inc. 110.00%0.01%0.01%Q1 2021Q3 20212
Hutchin Hill Capital, LP 220.09%0.10%0.11%Q3 2017Q4 20172
Integrated Wealth Management 110.00%0.00%0.00%Q1 2015Q3 20162
Sageworth Trust Co 110.00%0.00%0.00%Q2 2020Q4 20222
Smith, Salley & Associates 220.05%0.10%0.14%Q2 2014Q3 20142
Diversified Trust Co 220.03%0.03%0.04%Q3 2023Q4 20232
Nair Vinay 220.27%0.38%0.50%Q4 2014Q1 20152
BlueCrest Capital Management Ltd 110.01%0.01%0.02%Q4 2015Q3 20172
Steward Financial Group LLC 110.00%0.00%0.00%Q2 2022Q3 20232
Arete Wealth Advisors, LLC 220.29%0.29%0.30%Q1 2015Q2 20152
Avior Wealth Management, LLC 220.00%0.00%0.00%Q4 2017Q1 20182
Vantage Investment Advisors, LLC 110.00%0.00%0.00%Q1 2015Q1 20162
Checchi Capital Advisers, LLC 220.01%0.01%0.01%Q1 2016Q2 20162
Legacy Private Trust Co. 220.10%0.10%0.10%Q4 2016Q1 20172
Fortitude Advisory Group L.L.C. 220.03%0.03%0.04%Q4 2021Q1 20222
Reynolds Investment Management, Inc. 220.35%0.37%0.38%Q1 2022Q2 20222
AGF Investments LLC 220.00%0.00%0.00%Q2 2018Q3 20182
V-Square Quantitative Management LLC 220.02%0.06%0.10%Q2 2023Q3 20232
OPTIMUM INVESTMENT ADVISORS 220.05%0.05%0.05%Q3 2013Q4 20132
Point72 Middle East FZE 110.04%0.05%0.06%Q4 2022Q2 20232
Schechter Investment Advisors, LLC 220.02%0.02%0.02%Q1 2022Q2 20222
Avalon Investment & Advisory 220.01%0.01%0.01%Q4 2022Q1 20232
PARADIGM ASSET MANAGEMENT CO LLC 220.04%0.08%0.12%Q2 2013Q3 20132
iA Global Asset Management Inc. 220.01%0.01%0.02%Q2 2023Q3 20232
UniSuper Management Pty Ltd 220.00%0.00%0.00%Q2 2023Q3 20232
Campbell & CO Investment Adviser LLC 110.12%0.15%0.18%Q4 2013Q3 20192
Kernodle & Katon Asset Management Group, LLC 220.05%0.06%0.06%Q4 2016Q1 20172
KING LUTHER CAPITAL MANAGEMENT CORP 220.00%0.00%0.01%Q2 2013Q3 20132
Geller Advisors LLC 220.06%0.07%0.07%Q2 2023Q3 20232
AMERICAFIRST CAPITAL MANAGEMENT, LLC 110.17%0.47%0.77%Q4 2015Q1 20172
1ST SOURCE BANK 220.04%0.04%0.04%Q2 2013Q3 20132
CHECK CAPITAL MANAGEMENT INC/CA 220.05%0.05%0.06%Q3 2012Q4 20122
Soros Fund Management 220.01%0.01%0.01%Q4 2016Q1 20172
Boyle Capital Management, L.L.C. 220.96%1.00%1.04%Q1 2015Q2 20152
Advocacy Wealth Management Services, LLC 220.01%0.01%0.01%Q2 2019Q3 20192
RATIONAL ADVISORS LLC 220.10%0.19%0.28%Q2 2016Q3 20162
JENNISON ASSOCIATES LLC 110.00%0.00%0.00%Q4 2013Q4 20162
Waverly Advisors, LLC 220.02%0.02%0.02%Q3 2013Q4 20132
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 220.03%0.04%0.04%Q1 2021Q2 20212
TIVERTON ASSET MANAGEMENT LLC 220.00%0.01%0.01%Q4 2017Q1 20182
MONEY CONCEPTS CAPITAL CORP 110.03%0.04%0.04%Q1 2021Q4 20212
S. MUOIO & CO. LLC 220.08%0.10%0.11%Q1 2015Q2 20152
Regal Investment Advisors LLC 220.01%0.01%0.01%Q2 2013Q3 20132
AMF Tjanstepension AB 220.27%0.28%0.30%Q4 2022Q1 20232
HANCOCK WHITNEY CORP 220.02%0.02%0.02%Q3 2013Q4 20132
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 220.22%0.22%0.23%Q1 2018Q2 20182
Manikay Partners, LLC 221.04%1.05%1.05%Q3 2017Q4 20172
Pendal Group Ltd 110.00%0.01%0.01%Q2 2021Q4 20222
Visionary Asset Management, Inc. 220.12%0.13%0.14%Q3 2018Q4 20182
Prospera Financial Services Inc 110.01%0.01%0.02%Q3 2020Q1 20222
Hexavest Inc. 220.13%0.13%0.14%Q2 2018Q3 20182
NuWave Investment Management, LLC 220.04%0.06%0.09%Q3 2013Q4 20132
Marquette Asset Management, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
MOODY NATIONAL BANK TRUST DIVISION 220.00%0.00%0.00%Q4 2018Q1 20192
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
Fisher Asset Management, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
HighTower Trust Company, N.A. 220.10%0.12%0.14%Q3 2013Q4 20132
FIRST FOUNDATION ADVISORS 220.02%0.02%0.02%Q3 2018Q4 20182
HIGHLAND CAPITAL MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2015Q3 20152
HARBOR INVESTMENT ADVISORY, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Institute for Wealth Management, LLC. 220.05%0.06%0.06%Q1 2022Q2 20222
B. Riley Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2014Q4 20142
Jump Trading, LLC 110.02%0.14%0.26%Q2 2018Q1 20192
SCHARF INVESTMENTS, LLC 220.02%0.02%0.02%Q2 2013Q3 20132
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2015Q4 20192
Perkins Coie Trust Co 110.00%0.00%0.00%Q1 2020Q3 20232
COLDSTREAM CAPITAL MANAGEMENT INC 220.01%0.01%0.01%Q2 2023Q3 20232
Nelson Capital Management, LLC 110.00%0.00%0.00%Q4 2017Q1 20192
Clear Harbor Asset Management, LLC 110.00%0.00%0.01%Q4 2019Q3 20202
BEL AIR INVESTMENT ADVISORS LLC 220.04%0.04%0.04%Q2 2013Q3 20132
NORTHERN TRUST CO OF CONNECTICUT 220.05%0.05%0.05%Q2 2013Q3 20132
Apriem Advisors 110.00%0.01%0.01%Q2 2015Q2 20162
GILDER GAGNON HOWE & CO LLC 220.00%0.00%0.00%Q2 2023Q3 20232
USA MUTUALS ADVISORS, INC. 220.00%0.00%0.00%Q1 2016Q2 20162
PALLADIUM PARTNERS LLC 220.01%0.01%0.01%Q2 2013Q3 20132
Holistic Financial Partners 220.01%0.01%0.01%Q4 2017Q1 20182
CenterStar Asset Management, LLC 110.02%0.02%0.02%Q1 2018Q3 20192
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Acorn Wealth Advisors, LLC 220.00%0.00%0.00%Q4 2017Q1 20182
ARMSTRONG HENRY H ASSOCIATES INC 220.04%0.05%0.06%Q3 2013Q4 20132
Close Asset Management Ltd 220.00%0.00%0.00%Q1 2017Q2 20172
Ford Financial Group, LLC 110.00%0.00%0.00%Q2 2021Q4 20212
MPS Loria Financial Planners, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Caption Management, LLC 110.01%0.03%0.04%Q1 2023Q1 20232
Stamos Capital Partners, L.P. 220.04%0.06%0.07%Q4 2018Q1 20192
LETKO, BROSSEAU & ASSOCIATES INC 221.02%1.04%1.07%Q3 2014Q4 20142
RITHOLTZ WEALTH MANAGEMENT 220.01%0.01%0.01%Q2 2023Q3 20232
WELD CAPITAL MANAGEMENT LLC 220.50%0.53%0.57%Q1 2021Q2 20212
Unigestion Holding SA 220.06%0.14%0.23%Q2 2018Q3 20182
Mountain Lake Investment Management LLC 221.48%2.14%2.79%Q2 2014Q3 20142
ENDEAVOUR CAPITAL ADVISORS INC 110.12%0.12%0.12%Q4 2014Q4 20141
Saratoga Research & Investment Management 110.01%0.01%0.01%Q3 2017Q3 20171
Salient Capital Advisors, LLC 110.01%0.01%0.01%Q4 2013Q4 20131
LGT Financial Advisors LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Quarry LP 110.00%0.00%0.00%Q2 2023Q2 20231
D'Orazio & Associates, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
True Wealth Design, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Authentikos Wealth Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Versor Investments LP 110.06%0.06%0.06%Q3 2023Q3 20231
KELLEHER FINANCIAL ADVISORS 110.01%0.01%0.01%Q1 2016Q1 20161
Altium Wealth Management LLC 110.01%0.01%0.01%Q1 2022Q1 20221
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q2 2021Q2 20211
Pictet Asset Management Holding SA 110.01%0.01%0.01%Q3 2023Q3 20231
QRG CAPITAL MANAGEMENT, INC. 110.06%0.06%0.06%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Annis Gardner Whiting Capital Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Delpha Capital Management, LLC 110.05%0.05%0.05%Q4 2017Q4 20171
BOYAR ASSET MANAGEMENT INC. 110.15%0.15%0.15%Q2 2019Q2 20191
United Community Bank 110.07%0.07%0.07%Q3 2023Q3 20231
DREMAN VALUE MANAGEMENT, L L C 110.02%0.02%0.02%Q3 2014Q3 20141
GFS Advisors, LLC 110.06%0.06%0.06%Q1 2016Q1 20161
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
Valued Wealth Advisors LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Clarfeld Financial Advisors, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Qsemble Capital Management, LP 110.39%0.39%0.39%Q3 2023Q3 20231
COUNTRY TRUST BANK 110.00%0.00%0.00%Q3 2015Q3 20151
DEARBORN PARTNERS LLC 110.08%0.08%0.08%Q3 2022Q3 20221
Lehman Financial Resources, Inc. 110.00%0.00%0.00%Q3 2014Q3 20141
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Hirtle Callaghan & Co LLC 110.01%0.01%0.01%Q2 2014Q2 20141
CENTRAL BANK & TRUST CO 110.00%0.00%0.00%Q3 2019Q3 20191
CAPITAL GUARDIAN TRUST CO 110.00%0.00%0.00%Q1 2015Q1 20151
Renasant Bank 110.15%0.15%0.15%Q1 2022Q1 20221
SOLARIS ASSET MANAGEMENT LLC 110.01%0.01%0.01%Q3 2016Q3 20161
Julex Capital Management, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
REGENTS OF THE UNIVERSITY OF CALIFORNIA 111.26%1.26%1.26%Q3 2013Q3 20131
BLACKTHORN INVESTMENT GROUP LLC 111.20%1.20%1.20%Q1 2014Q1 20141
Alpha Cubed Investments, LLC 110.47%0.47%0.47%Q2 2014Q2 20141
Eudaimonia Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
GIRARD PARTNERS LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
Energy Opportunities Capital Management, LLC 110.26%0.26%0.26%Q1 2014Q1 20141
Veritas Investment Management (UK) Ltd 110.10%0.10%0.10%Q3 2016Q3 20161
Systematic Alpha Investments, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
QCM Cayman, Ltd. 110.11%0.11%0.11%Q2 2016Q2 20161
OMERS ADMINISTRATION Corp 110.02%0.02%0.02%Q2 2017Q2 20171
AustralianSuper Pty Ltd 110.04%0.04%0.04%Q3 2023Q3 20231
Beacon Capital Management, Inc. 110.01%0.01%0.01%Q4 2013Q4 20131
Perigon Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Ovata Capital Management Ltd 110.00%0.00%0.00%Q2 2020Q2 20201
Asset Dedication, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Indices-Pac Research Corp. 110.82%0.82%0.82%Q4 2013Q4 20131
Gary Goldberg Planning Services Inc 110.01%0.01%0.01%Q1 2013Q1 20131
Onex Canada Asset Management Inc. 110.33%0.33%0.33%Q3 2014Q3 20141
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
EQUITEC PROPRIETARY MARKETS, LLC 110.01%0.01%0.01%Q4 2014Q4 20141
MD Financial Management Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
MYCIO WEALTH PARTNERS, LLC 110.01%0.01%0.01%Q1 2014Q1 20141
Irish Life Investment Managers Ltd. 110.08%0.08%0.08%Q2 2013Q2 20131
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
AE Wealth Management LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Capital Asset Advisory Services LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Pinz Capital Management, LP 110.08%0.08%0.08%Q3 2021Q3 20211
COOKSON PEIRCE & CO INC 110.11%0.11%0.11%Q2 2022Q2 20221
Apollon Wealth Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
CFS, LLC 111.82%1.82%1.82%Q2 2013Q2 20131
Claro Advisors LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Ballentine Partners, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. 110.00%0.00%0.00%Q3 2017Q3 20171
Simplicity Solutions, LLC 110.16%0.16%0.16%Q4 2015Q4 20151
BTG Pactual Global Asset Management Ltd 110.45%0.45%0.45%Q1 2015Q1 20151
Newman Dignan & Sheerar, Inc. 110.37%0.37%0.37%Q2 2015Q2 20151
Laurel Wealth Advisors, Inc. 110.02%0.02%0.02%Q1 2022Q1 20221
PRENTISS SMITH & CO INC 110.01%0.01%0.01%Q4 2017Q4 20171
MAPLE SECURITIES USA INC 110.02%0.02%0.02%Q4 2013Q4 20131
Bollard Group LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Allegis Investment Advisors, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Townsend & Associates, Inc 110.02%0.02%0.02%Q4 2017Q4 20171
Alpine Partners USVI, LLC 110.78%0.78%0.78%Q4 2014Q4 20141
ALGERT GLOBAL LLC 110.02%0.02%0.02%Q2 2022Q2 20221
KCS Wealth Advisory 110.01%0.01%0.01%Q3 2019Q3 20191
VESTOR CAPITAL, LLC 110.01%0.01%0.01%Q3 2015Q3 20151
Catalyst Capital Advisors LLC 110.21%0.21%0.21%Q2 2016Q2 20161
Lionsbridge Wealth Management LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Itau Unibanco Holding S.A. 110.00%0.00%0.00%Q1 2018Q1 20181
SUMIT CAPITAL, LLC 110.79%0.79%0.79%Q1 2014Q1 20141
JUMP TRADING, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Leucadia National 110.01%0.01%0.01%Q4 2022Q4 20221
ClariVest Asset Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Kalos Management, Inc. 110.01%0.01%0.01%Q4 2015Q4 20151
Schonfeld Group Holdings LLC 110.53%0.53%0.53%Q4 2015Q4 20151
COMERICA SECURITIES,INC. 110.00%0.00%0.00%Q4 2022Q4 20221
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
TRUE Private Wealth Advisors 110.00%0.00%0.00%Q3 2018Q3 20181
FENIMORE ASSET MANAGEMENT TRUST 111.91%1.91%1.91%Q3 2013Q3 20131
Crewe Advisors LLC 110.00%0.00%0.00%Q4 2019Q4 20191
AMI INVESTMENT MANAGEMENT INC 110.12%0.12%0.12%Q2 2016Q2 20161
NEXT Financial Holdings 110.08%0.08%0.08%Q1 2019Q1 20191
PATTON FUND MANAGEMENT, INC. 110.06%0.06%0.06%Q4 2022Q4 20221
DUALITY ADVISERS, LP 110.34%0.34%0.34%Q1 2023Q1 20231
NVWM, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Arlington Partners LLC 110.00%0.00%0.00%Q4 2021Q4 20211
PICTON MAHONEY ASSET MANAGEMENT 110.00%0.00%0.00%Q3 2022Q3 20221
JAMES INVESTMENT RESEARCH INC 110.04%0.04%0.04%Q2 2017Q2 20171
MIRABELLA FINANCIAL SERVICES LLP 110.14%0.14%0.14%Q1 2022Q1 20221
Telemetry Investments, L.L.C. 110.20%0.20%0.20%Q2 2015Q2 20151
Nebula Research & Development LLC 110.51%0.51%0.51%Q3 2023Q3 20231
Krane Funds Advisors LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Ausdal Financial Partners, Inc. 110.02%0.02%0.02%Q4 2015Q4 20151
Zebra Capital Management LLC 110.65%0.65%0.65%Q1 2015Q1 20151
CREATIVE FINANCIAL DESIGNS INC /ADV 110.06%0.06%0.06%Q4 2016Q4 20161
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.07%0.07%0.07%Q4 2019Q4 20191
Cornerstone Advisory, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
SIMON QUICK ADVISORS, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Carolina Wealth Advisors, LLC 110.34%0.34%0.34%Q3 2023Q3 20231
CALTON & ASSOCIATES, INC. 110.03%0.03%0.03%Q4 2017Q4 20171
OLD MISSION CAPITAL LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Freestone Capital Holdings, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Manifold Partners, LLC 111.97%1.97%1.97%Q2 2014Q2 20141
ELEMENT CAPITAL MANAGEMENT LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Hanson & Doremus Investment Management 110.03%0.03%0.03%Q3 2023Q3 20231
Solstein Capital, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Rinkey Investments 110.04%0.04%0.04%Q4 2021Q4 20211
WBI INVESTMENTS, LLC 110.43%0.43%0.43%Q4 2022Q4 20221
Clearstead Advisors, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
PNC Managed Account Solutions, Inc. 110.01%0.01%0.01%Q2 2021Q2 20211
ALBION FINANCIAL GROUP /UT 110.00%0.00%0.00%Q3 2023Q3 20231
IEQ CAPITAL, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Ostrum Asset Management U.S., LLC 110.08%0.08%0.08%Q4 2018Q4 20181
PRICE MICHAEL F 110.26%0.26%0.26%Q1 2014Q1 20141
C M BIDWELL & ASSOCIATES LTD 110.08%0.08%0.08%Q4 2015Q4 20151
Bell Rock Capital LLC 110.00%0.00%0.00%Q1 2018Q1 20181
BOURGEON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Handelsbanken Fonder AB 110.01%0.01%0.01%Q4 2015Q4 20151
CHELSEA COUNSEL CO 110.00%0.00%0.00%Q1 2017Q1 20171
Bridgeworth, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Ground Swell Capital, LLC 110.03%0.03%0.03%Q2 2014Q2 20141
Baker Avenue Asset Management, LP 110.00%0.00%0.00%Q3 2023Q3 20231
Perella Weinberg Partners Capital Management LP 110.06%0.06%0.06%Q2 2019Q2 20191
Paulson Wealth Management Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
Almanack Investment Partners, LLC. 110.02%0.02%0.02%Q3 2022Q3 20221
MATHER GROUP, LLC. 110.01%0.01%0.01%Q1 2022Q1 20221
Convergence Investment Partners, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
Capital Bank & Trust Co 110.00%0.00%0.00%Q1 2020Q1 20201
LIBERTY WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Daiwa Capital Markets America Inc. 110.00%0.00%0.00%Q4 2013Q4 20131
WOLVERINE ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Altus Wealth Group LLC 110.01%0.01%0.01%Q4 2020Q4 20201
True North Advisors, LLC 110.05%0.05%0.05%Q1 2022Q1 20221
Jane Street Holding, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
GoalVest Advisory LLC 110.00%0.00%0.00%Q1 2022Q1 20221
LEAVELL INVESTMENT MANAGEMENT, INC. 110.03%0.03%0.03%Q2 2010Q2 20101
ALLSTATE INVESTMENT MANAGEMENT CO 110.03%0.03%0.03%Q4 2022Q4 20221
Lebenthal Asset Management, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Freedman Financial Associates, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
Safeguard Investment Advisory Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
FORT, L.P. 110.01%0.01%0.01%Q2 2019Q2 20191
Stellar Capital Management, LLC 110.14%0.14%0.14%Q4 2013Q4 20131
Donald L. Hagan, LLC 110.01%0.01%0.01%Q3 2015Q3 20151
CHILDRESS CAPITAL ADVISORS, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
McAdam, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Seven Bridges Advisors LLC 110.12%0.12%0.12%Q4 2016Q4 20161
FLYNN ZITO CAPITAL MANAGEMENT, LLC 110.19%0.19%0.19%Q1 2022Q1 20221
BHF Kleinwort Benson Group S.A. 110.00%0.00%0.00%Q2 2013Q2 20131
Belvedere Trading LLC 110.00%0.00%0.00%Q4 2014Q4 20141
RMB Capital Management, LLC 110.10%0.10%0.10%Q2 2018Q2 20181
Ada Investment Management, LP 110.18%0.18%0.18%Q3 2015Q3 20151
Industrial Alliance Investment Management Inc. 110.01%0.01%0.01%Q1 2023Q1 20231
Karp Capital Management Corp 110.08%0.08%0.08%Q1 2017Q1 20171
SCOTIA CAPITAL INC. 110.00%0.00%0.00%Q3 2020Q3 20201
Argent Trust Co 110.02%0.02%0.02%Q2 2018Q2 20181
Capital Analysts, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Next Capital Management LLC 110.00%0.00%0.00%Q2 2019Q2 20191
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
ROPES WEALTH ADVISORS LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Hexagon Capital Partners LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Raab & Moskowitz Asset Management LLC 110.00%0.00%0.00%Q4 2019Q4 20191
JEPPSON WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
IMS Capital Management 110.01%0.01%0.01%Q3 2018Q3 20181
Burt Wealth Advisors 110.00%0.00%0.00%Q1 2019Q1 20191
OSSIAM 110.03%0.03%0.03%Q3 2021Q3 20211
Cordant, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Crestwood Advisors Group, LLC 110.01%0.01%0.01%Q1 2017Q1 20171
MARK SHEPTOFF FINANCIAL PLANNING, LLC 110.04%0.04%0.04%Q1 2014Q1 20141
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Cassady Schiller Wealth Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
One Capital Management, LLC 110.00%0.00%0.00%Q3 2014Q3 20141
WealthBridge Capital Management, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Dixon Hughes Goodman Wealth Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Anfield Capital Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Private Ocean, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
New Millennium Group LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Operose Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
TWO SIGMA SECURITIES, LLC 110.05%0.05%0.05%Q2 2017Q2 20171
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
CTC Capital Management, LLC 111.64%1.64%1.64%Q1 2022Q1 20221
Cypress Point Wealth Management, LLC 112.08%2.08%2.08%Q4 2020Q4 20201
MSF Capital, LLC 110.02%0.02%0.02%Q3 2014Q3 20141
Mariner Wealth Advisors-NYC, LLC 110.01%0.01%0.01%Q1 2015Q1 20151
Global Financial Private Capital, Inc 110.01%0.01%0.01%Q4 2017Q4 20171
NinePointTwo Capital LLC 110.11%0.11%0.11%Q4 2022Q4 20221
All Season Financial Advisors, Inc. 110.28%0.28%0.28%Q2 2022Q2 20221
Advisors Preferred, LLC 110.11%0.11%0.11%Q1 2017Q1 20171
Ascent Group, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Amalgamated Financial Corp. 110.03%0.03%0.03%Q1 2022Q1 20221
AXQ CAPITAL, LP 110.24%0.24%0.24%Q3 2023Q3 20231
Passport Capital, LLC 110.01%0.01%0.01%Q2 2015Q2 20151
iSAM Funds (UK) Ltd 110.96%0.96%0.96%Q3 2023Q3 20231
FSB PREMIER WEALTH MANAGEMENT, INC. 110.02%0.02%0.02%Q4 2021Q4 20211
Lansing Street Advisors 110.00%0.00%0.00%Q4 2022Q4 20221
Summit Trail Advisors, LLC 110.02%0.02%0.02%Q4 2017Q4 20171
Harbour Capital Advisors, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Walleye Capital LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Banco Santander, S.A. 110.00%0.00%0.00%Q1 2022Q1 20221
Parkwood LLC 110.03%0.03%0.03%Q4 2013Q4 20131
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
INCEPTIONR LLC 110.18%0.18%0.18%Q4 2022Q4 20221
PACES FERRY WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
CHASE INVESTMENT COUNSEL CORP 111.15%1.15%1.15%Q3 2023Q3 20231
PECAUT & CO. 114.13%4.13%4.13%Q4 2013Q4 20131
Counterpoint Mutual Funds LLC 110.10%0.10%0.10%Q2 2023Q2 20231
10-15 ASSOCIATES, INC. 110.18%0.18%0.18%Q3 2016Q3 20161
CANYON CAPITAL ADVISORS LLC 110.14%0.14%0.14%Q4 2017Q4 20171
SECOR Capital Advisors, LP 110.41%0.41%0.41%Q1 2015Q1 20151
INTRUST BANK NA 110.23%0.23%0.23%Q2 2014Q2 20141
Meritage Group LP 110.01%0.01%0.01%Q1 2020Q1 20201
Grandview Asset Management LLC 110.01%0.01%0.01%Q1 2021Q1 20211
External links

This page lists all the filers that currently own LOEWS CORP or have owned LOEWS CORP in the past.