MARKEL CORP shareholder history

Current and past MARKEL CORP shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.00%0.01%Q2 2013Q3 2023121
D. E. Shaw & Co., Inc. 41410.00%0.01%0.05%Q3 2013Q3 202391
Twin Tree Management, LP 1430.00%0.04%0.19%Q2 2015Q2 202364
HUNTINGTON NATIONAL BANK 36220.00%0.00%0.02%Q1 2009Q3 202358
Citadel Advisors 2310.00%0.01%0.08%Q2 2013Q3 202358
GOLDMAN SACHS GROUP INC 4240.00%0.01%0.05%Q1 2012Q3 202349
WOLVERINE TRADING, LLC 910.00%0.00%0.03%Q4 2017Q3 202347
BARCLAYS PLC 3470.00%0.00%0.02%Q2 2013Q3 202346
Cheviot Value Management, LLC 43431.03%1.89%2.53%Q1 2013Q3 202343
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 43430.03%0.05%0.06%Q1 2013Q3 202343
NEVILLE RODIE & SHAW INC 43430.29%0.39%0.47%Q2 2013Q4 202343
Conestoga Capital Advisors, LLC 43430.01%0.05%0.16%Q1 2013Q3 202343
MAR VISTA INVESTMENT PARTNERS LLC 43432.56%4.58%6.25%Q1 2013Q3 202343
CREDIT SUISSE AG/ 43430.00%0.02%0.07%Q1 2013Q3 202343
BNP PARIBAS FINANCIAL MARKETS 42420.00%0.01%0.02%Q2 2013Q3 202342
LOWE BROCKENBROUGH & CO INC 42420.16%0.32%0.54%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.01%0.01%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.08%Q2 2013Q3 202342
GEODE CAPITAL MANAGEMENT, LLC 42420.02%0.03%0.05%Q2 2013Q3 202342
PRICE T ROWE ASSOCIATES INC /MD/ 42420.00%0.00%0.05%Q2 2013Q3 202342
TRUIST FINANCIAL CORP 42420.01%0.04%0.10%Q2 2013Q3 202342
STATE STREET CORP 42420.01%0.02%0.03%Q2 2013Q3 202342
KARPAS STRATEGIES, LLC 42420.21%0.30%0.38%Q2 2013Q3 202342
FRANKLIN RESOURCES INC 42420.00%0.01%0.01%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.00%0.00%0.02%Q2 2013Q3 202342
DAVENPORT & Co LLC 42422.70%3.51%4.19%Q2 2013Q3 202342
FENIMORE ASSET MANAGEMENT INC 42422.69%3.52%4.66%Q2 2013Q3 202342
Broad Run Investment Management 42427.98%9.29%10.84%Q2 2013Q3 202342
BEESE FULMER INVESTMENT MANAGEMENT, INC. 42420.21%0.35%0.50%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.02%Q2 2013Q3 202342
KIRR MARBACH & CO LLC /IN/ 42421.57%2.66%3.64%Q2 2013Q3 202342
BROWN ADVISORY INC 42420.00%0.01%0.04%Q2 2013Q3 202342
LAZARD ASSET MANAGEMENT LLC 42420.00%0.00%0.01%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.00%0.00%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.01%0.02%0.03%Q2 2013Q3 202342
GHP Investment Advisors, Inc. 42420.08%0.15%0.27%Q2 2013Q3 202342
Mitsubishi UFJ Trust & Banking Corp 42420.14%0.21%0.31%Q2 2013Q3 202342
KEYBANK NATIONAL ASSOCIATION/OH 42420.01%0.01%0.18%Q2 2013Q3 202342
Gardner Russo & Gardner 42420.06%0.09%0.16%Q2 2013Q3 202342
NISA INVESTMENT ADVISORS, LLC 42420.01%0.01%0.02%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.01%0.02%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.01%0.01%Q2 2013Q3 202342
AQR Capital Management 42420.00%0.04%0.18%Q2 2013Q3 202342
GREAT WEST LIFE ASSURANCE CO /CAN/ 42420.14%0.26%0.47%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.02%0.03%0.05%Q2 2013Q3 202342
PRINCIPAL FINANCIAL GROUP INC 42420.43%0.62%0.80%Q2 2013Q3 202342
THOMPSON SIEGEL & WALMSLEY LLC 42420.36%0.69%1.48%Q2 2013Q3 202342
BESSEMER GROUP INC 42420.00%0.39%1.18%Q2 2013Q3 202342
CONFLUENCE INVESTMENT MANAGEMENT LLC 42420.73%1.06%1.50%Q2 2013Q3 202342
BARR E S & CO 42425.68%7.47%8.68%Q2 2013Q3 202342
Redmond Asset Management, LLC 42422.08%3.17%5.05%Q2 2013Q3 202342
AMERICAN INTERNATIONAL GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
BlackRock Inc. 42420.00%0.03%0.05%Q2 2013Q3 202342
Legal & General Group Plc 42420.02%0.05%0.07%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 42420.00%0.01%0.02%Q2 2013Q3 202342
UBS ASSET MANAGEMENT AMERICAS INC 42420.00%0.03%0.06%Q2 2013Q3 202342
Utah Retirement Systems 42420.04%0.05%0.06%Q2 2013Q3 202342
Greenbrier Partners Capital Management, LLC 42423.33%5.55%8.46%Q2 2013Q3 202342
FIRST MANHATTAN CO. LLC. 42420.00%0.01%0.30%Q2 2013Q3 202342
INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV 42420.20%0.43%0.78%Q2 2013Q3 202342
NORGES BANK 4020.02%0.04%0.06%Q2 2012Q4 202242
VANGUARD GROUP INC 42420.03%0.04%0.06%Q2 2013Q3 202342
HSBC HOLDINGS PLC 4110.00%0.01%0.06%Q1 2012Q3 202342
US BANCORP \DE\ 42420.01%0.01%0.01%Q2 2013Q3 202342
STATE OF WISCONSIN INVESTMENT BOARD 42420.02%0.03%0.04%Q2 2013Q3 202342
Spears Abacus Advisors LLC 42420.06%0.11%0.17%Q2 2013Q3 202342
DF DENT & CO INC 42421.94%2.79%3.64%Q2 2013Q3 202342
HUTCHINSON CAPITAL MANAGEMENT/CA 42422.84%5.22%8.43%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.01%0.02%Q2 2013Q3 202342
DAVIS SELECTED ADVISERS 42420.42%1.21%2.42%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.01%0.02%0.03%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.00%0.00%Q2 2013Q3 202342
AVIVA PLC 42420.00%0.03%0.05%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 42420.01%0.03%0.05%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.00%0.02%0.04%Q2 2013Q3 202342
SNYDER CAPITAL MANAGEMENT L P 42420.25%0.49%1.00%Q2 2013Q3 202342
MONTAG A & ASSOCIATES INC 42420.26%0.56%0.84%Q2 2013Q3 202342
Baillie Gifford 42420.25%0.79%1.58%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.01%0.03%Q2 2013Q3 202342
Smithfield Trust Co 42420.05%0.11%0.23%Q2 2013Q3 202342
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 42420.03%0.07%0.13%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.01%0.02%0.02%Q2 2013Q3 202342
BECK MACK & OLIVER LLC 42420.77%2.06%3.12%Q2 2013Q3 202342
SPRUCEGROVE INVESTMENT MANAGEMENT LTD 42420.90%3.49%7.65%Q2 2013Q3 202342
PANAGORA ASSET MANAGEMENT INC 42420.00%0.00%0.01%Q2 2013Q3 202342
VOYA INVESTMENT MANAGEMENT LLC 42420.00%0.01%0.01%Q2 2013Q3 202342
PRUDENTIAL FINANCIAL INC 42420.00%0.00%0.03%Q2 2013Q3 202342
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 42420.03%0.05%0.06%Q2 2013Q3 202342
Lafayette Investments 42425.74%7.54%9.31%Q2 2013Q3 202342
Avenir Corp 42425.35%8.47%12.04%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.02%0.02%0.04%Q2 2013Q3 202342
WELLINGTON MANAGEMENT GROUP LLP 42420.05%0.10%0.15%Q2 2013Q3 202342
Mraz, Amerine & Associates, Inc. 42423.97%5.40%6.57%Q2 2013Q3 202342
RHUMBLINE ADVISERS 42420.02%0.03%0.04%Q2 2013Q3 202342
Brandywine Global Investment Management, LLC 42420.00%0.07%0.14%Q2 2013Q3 202342
Douglass Winthrop Advisors, LLC 42422.32%3.19%3.94%Q2 2013Q3 202342
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42420.02%0.02%0.04%Q2 2013Q3 202342
Mitsubishi UFJ Asset Management Co., Ltd. 42420.01%0.03%0.06%Q2 2013Q3 202342
ALLIANCEBERNSTEIN L.P. 42420.00%0.01%0.01%Q2 2013Q3 202342
JANUS HENDERSON GROUP PLC 42420.00%0.01%0.02%Q2 2013Q3 202342
Renaissance Technologies 3380.00%0.13%0.27%Q2 2013Q3 202341
Edgemoor Investment Advisors, Inc. 3740.02%0.05%0.09%Q2 2013Q3 202341
VICTORY CAPITAL MANAGEMENT INC 41410.01%0.20%0.48%Q3 2013Q3 202341
Highlander Capital Management, LLC 3380.03%0.04%0.14%Q2 2013Q3 202341
Motley Fool Asset Management LLC 3920.69%1.97%4.38%Q2 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.01%Q2 2013Q3 202341
Janney Montgomery Scott LLC 41410.02%0.06%0.20%Q3 2013Q3 202341
First Horizon Advisors, Inc. 27140.00%0.01%0.06%Q1 2012Q3 202341
OLD NATIONAL BANCORP /IN/ 41410.02%0.04%0.09%Q3 2013Q3 202341
Creative Planning 3380.00%0.01%0.02%Q2 2013Q3 202341
ENVESTNET ASSET MANAGEMENT INC 21200.00%0.01%0.04%Q2 2013Q3 202341
COMMERCE BANK 41410.00%0.01%0.01%Q3 2013Q3 202341
MACKENZIE FINANCIAL CORP 41410.00%0.26%0.39%Q3 2013Q3 202341
CIBC Asset Management Inc 3740.00%0.01%0.02%Q2 2013Q3 202341
DEUTSCHE BANK AG\ 41410.00%0.01%0.03%Q3 2013Q3 202341
CANADA PENSION PLAN INVESTMENT BOARD 41410.00%0.02%0.06%Q3 2013Q3 202341
MASSMUTUAL TRUST CO FSB/ADV 29110.02%0.07%0.20%Q4 2013Q4 202340
M&T BANK CORP 40400.02%0.03%0.11%Q4 2013Q3 202340
Heritage Wealth Advisors 40400.64%2.57%9.99%Q4 2013Q3 202340
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2840.00%0.00%0.00%Q2 2013Q3 202340
FIRST NATIONAL BANK OF OMAHA 40400.36%0.56%1.00%Q4 2013Q3 202340
GLENMEDE TRUST CO NA 2080.00%0.00%0.01%Q2 2013Q3 202340
FMR LLC 40400.00%0.00%0.00%Q4 2013Q3 202340
RAYMOND JAMES TRUST N.A. 40400.01%0.03%0.04%Q4 2013Q3 202340
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 3640.04%0.07%0.10%Q2 2013Q2 202340
CIBC WORLD MARKET INC. 40400.00%0.03%0.04%Q4 2013Q3 202340
Oakworth Capital, Inc. 40400.00%0.01%0.04%Q4 2013Q3 202340
FDx Advisors, Inc. 2220.01%0.07%0.18%Q2 2013Q3 202340
TRUST CO OF VERMONT 40400.01%0.04%0.06%Q4 2013Q3 202340
VAN DEN BERG MANAGEMENT I, INC 39390.07%2.06%4.61%Q1 2014Q3 202339
J.P. Morgan Private Wealth Advisors LLC 39390.00%0.01%0.03%Q1 2014Q3 202339
FineMark National Bank & Trust 21180.01%0.02%0.03%Q2 2013Q3 202339
STIFEL FINANCIAL CORP 39390.01%0.02%0.02%Q1 2014Q3 202339
GOFEN & GLOSSBERG LLC /IL/ 39390.03%0.04%0.06%Q2 2013Q4 202239
GAMBLE JONES INVESTMENT COUNSEL 39390.07%0.20%0.37%Q2 2013Q4 202239
CHECK CAPITAL MANAGEMENT INC/CA 3810.04%1.13%4.09%Q4 2012Q3 202339
ProShare Advisors LLC 39390.00%0.01%0.03%Q2 2013Q4 202239
Pacifica Capital Investments, LLC 39390.08%0.28%0.42%Q2 2013Q4 202239
Sather Financial Group Inc 38382.08%3.70%5.00%Q2 2014Q3 202338
LPL Financial LLC 38380.00%0.00%0.02%Q2 2014Q3 202338
WEDGE CAPITAL MANAGEMENT L L P/NC 38380.10%0.28%0.64%Q2 2014Q3 202338
SG Americas Securities, LLC 2340.00%0.01%0.03%Q3 2013Q3 202338
Private Advisor Group, LLC 1830.00%0.02%0.05%Q4 2013Q3 202338
ATLANTA CAPITAL MANAGEMENT CO L L C 38381.35%2.35%3.61%Q2 2013Q3 202238
STEPHENS INC /AR/ 21170.01%0.01%0.03%Q2 2013Q3 202338
BRAVE ASSET MANAGEMENT INC 25120.14%0.21%0.31%Q4 2013Q3 202337
UBS Group AG 36360.00%0.01%0.02%Q4 2014Q3 202337
AMG National Trust Bank 24130.01%0.12%0.25%Q2 2013Q2 202337
Walleye Trading LLC 810.00%0.00%0.01%Q3 2013Q3 202337
NOMURA ASSET MANAGEMENT CO LTD 3520.00%0.02%0.04%Q3 2013Q3 202337
ROCKY MOUNTAIN ADVISERS, LLC 37370.00%0.02%0.03%Q3 2014Q3 202337
Texas Yale Capital Corp. 37370.07%0.11%0.15%Q3 2014Q3 202337
PALLADIUM PARTNERS LLC 36360.06%0.16%0.22%Q2 2013Q1 202236
BNP Paribas Asset Management Holding S.A. 2970.00%0.01%0.13%Q1 2014Q3 202336
Veritable, L.P. 1230.00%0.01%0.02%Q4 2012Q2 202336
CREDIT AGRICOLE S A 18180.00%0.00%0.01%Q2 2013Q3 202336
Lincoln Capital LLC 36365.23%7.20%9.00%Q4 2014Q3 202336
NEW YORK STATE COMMON RETIREMENT FUND 36360.01%0.04%0.06%Q4 2014Q3 202336
AMALGAMATED BANK 36360.01%0.03%0.05%Q4 2014Q3 202336
Cambridge Investment Research Advisors, Inc. 36360.00%0.01%0.01%Q4 2014Q3 202336
CENTRAL BANK & TRUST CO 36360.01%0.03%0.04%Q2 2013Q1 202236
SEI INVESTMENTS CO 36360.00%0.01%0.09%Q4 2014Q3 202336
DELTA ASSET MANAGEMENT LLC/TN 3240.00%0.00%0.00%Q1 2014Q3 202336
Motley Fool Wealth Management, LLC 36360.29%0.68%2.17%Q4 2014Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.02%0.04%0.06%Q2 2013Q1 202236
ADIRONDACK TRUST CO 36360.00%0.01%0.01%Q4 2014Q3 202336
STRS OHIO 3410.00%0.08%0.19%Q2 2013Q3 202335
Financial Architects, Inc 2910.03%0.31%0.64%Q2 2013Q2 202335
BLAIR WILLIAM & CO/IL 2710.00%0.02%0.06%Q2 2013Q3 202335
Giverny Capital 35353.70%4.91%6.86%Q1 2015Q3 202335
Ledyard National Bank 3410.02%0.62%1.46%Q2 2013Q1 202235
METROPOLITAN LIFE INSURANCE CO/NY 35350.00%0.00%0.01%Q2 2013Q4 202135
Neuberger Berman Group LLC 3010.00%0.00%0.00%Q1 2014Q3 202335
Baird Financial Group, Inc. 34340.00%0.01%0.04%Q2 2015Q3 202334
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 34340.02%0.03%0.04%Q2 2015Q3 202334
HighTower Advisors, LLC 34340.00%0.08%0.23%Q2 2015Q3 202334
MILLENNIUM MANAGEMENT LLC 2710.00%0.02%0.05%Q3 2013Q3 202334
FARR MILLER & WASHINGTON LLC/DC 34340.03%0.05%0.08%Q2 2013Q3 202134
Evercore Wealth Management, LLC 3110.00%0.01%0.02%Q2 2013Q3 202334
Robeco Institutional Asset Management B.V. 34340.00%0.03%0.13%Q2 2015Q3 202334
TCI Wealth Advisors, Inc. 3010.00%0.02%0.03%Q4 2012Q1 202334
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 34340.55%1.39%2.12%Q2 2015Q3 202334
Rafferty Asset Management, LLC 3310.02%0.06%0.13%Q2 2013Q2 202234
BENJAMIN F. EDWARDS & COMPANY, INC. 34340.00%0.01%0.03%Q2 2015Q3 202334
Versant Capital Management, Inc 33330.00%0.00%0.01%Q4 2015Q4 202333
MARTINGALE ASSET MANAGEMENT L P 1530.01%0.24%0.63%Q2 2013Q3 202333
PARSONS CAPITAL MANAGEMENT INC/RI 20130.02%0.03%0.04%Q1 2015Q3 202333
Akre Capital Management 33330.10%7.00%10.11%Q2 2013Q2 202133
UNITED CAPITAL FINANCIAL ADVISORS, LLC 33330.00%0.00%0.01%Q2 2015Q2 202333
ROYAL LONDON ASSET MANAGEMENT LTD 2240.00%0.04%0.07%Q2 2013Q3 202333
PEAK6 Group LLC 1130.00%0.01%0.03%Q4 2013Q2 201833
World Asset Management Inc 2490.01%0.02%0.03%Q2 2013Q3 202133
IBM Retirement Fund 1950.04%0.06%0.10%Q2 2013Q1 202233
DekaBank Deutsche Girozentrale 3210.00%0.01%0.02%Q2 2013Q3 202333
EATON VANCE MANAGEMENT 33330.01%0.03%0.07%Q3 2014Q3 202233
FIRST TRUST ADVISORS LP 1130.00%0.04%0.29%Q2 2013Q3 202333
WESTPAC BANKING CORP 32320.00%0.02%0.04%Q4 2015Q3 202332
Korea Investment CORP 32320.00%0.02%0.07%Q4 2015Q3 202332
SIGNATUREFD, LLC 2310.00%0.01%0.02%Q2 2014Q3 202332
KBC Group NV 32320.01%0.01%0.03%Q4 2015Q3 202332
Asset Management One Co., Ltd. 32320.02%0.04%0.06%Q4 2015Q3 202332
Swiss National Bank 32320.04%0.07%0.12%Q4 2015Q3 202332
SCHRODER INVESTMENT MANAGEMENT GROUP 2310.00%0.01%0.06%Q2 2013Q3 202332
Tower Research Capital LLC (TRC) 1610.00%0.02%0.07%Q2 2013Q3 202332
Daiwa Securities Group Inc. 32320.00%0.01%0.01%Q4 2015Q3 202332
Psagot Value Holdings Ltd. 32320.00%0.00%0.00%Q2 2013Q1 202132
Livforsakringsbolaget Skandia, Omsesidigt 32320.00%0.02%0.06%Q4 2015Q3 202332
Zurcher Kantonalbank (Zurich Cantonalbank) 32320.01%0.03%0.09%Q4 2015Q3 202332
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 32320.05%0.09%0.16%Q4 2015Q3 202332
Gulf International Bank (UK) Ltd 32320.04%0.06%0.07%Q4 2015Q3 202332
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 32320.02%0.03%0.06%Q4 2015Q3 202332
YCG, LLC 32320.05%0.15%0.24%Q2 2013Q1 202132
MACQUARIE GROUP LTD 32320.00%0.00%0.00%Q4 2015Q3 202332
NORDEA INVESTMENT MANAGEMENT AB 32320.00%0.00%0.00%Q4 2015Q3 202332
Sumitomo Mitsui DS Asset Management Company, Ltd 32320.02%0.02%0.04%Q4 2015Q3 202332
Sumitomo Mitsui Trust Holdings, Inc. 32320.03%0.05%0.08%Q4 2015Q3 202332
Ironwood Investment Counsel, LLC 2910.04%0.68%1.24%Q3 2014Q3 202332
Skandinaviska Enskilda Banken AB (publ) 32320.02%0.03%0.17%Q4 2015Q3 202332
NEW ENGLAND ASSET MANAGEMENT INC 32320.00%0.01%0.10%Q1 2015Q4 202232
RAYMOND JAMES & ASSOCIATES 31310.01%0.03%0.04%Q1 2016Q3 202331
Aperio Group, LLC 31310.01%0.03%0.04%Q2 2013Q4 202031
Geneos Wealth Management Inc. 31310.00%0.01%0.01%Q1 2016Q3 202331
IFP Advisors, Inc 17140.00%0.00%0.01%Q4 2015Q3 202331
SILVERCREST ASSET MANAGEMENT GROUP LLC 31310.00%0.01%0.01%Q1 2016Q3 202331
VALLEY NATIONAL ADVISERS INC 31310.00%0.01%0.01%Q1 2016Q3 202331
National Pension Service 31310.00%0.06%0.09%Q1 2016Q3 202331
TORONTO DOMINION BANK 31310.00%0.00%0.01%Q1 2016Q3 202331
COMERICA BANK 2510.00%0.01%0.03%Q2 2013Q3 202331
CITY HOLDING CO 31310.00%0.01%0.03%Q1 2016Q3 202331
Corbenic Partners LLC 19110.17%0.51%1.14%Q2 2013Q2 202230
LOS ANGELES CAPITAL MANAGEMENT LLC 2210.00%0.06%0.13%Q2 2013Q3 202330
Arizona State Retirement System 30300.02%0.05%0.11%Q2 2016Q3 202330
Raymond James Financial Services Advisors, Inc. 16140.03%0.04%0.07%Q1 2016Q3 202330
Savant Capital, LLC 30300.01%0.04%0.17%Q2 2016Q3 202330
FEDERATED HERMES, INC. 30300.00%0.03%0.10%Q2 2016Q3 202330
Polar Capital LLP 30300.51%1.17%1.78%Q2 2013Q3 202030
SHELL ASSET MANAGEMENT CO 2460.00%0.09%0.26%Q4 2015Q3 202330
Advisory Services Network, LLC 2710.00%0.04%0.11%Q2 2015Q3 202330
SCHWARTZ INVESTMENT COUNSEL INC 1410.02%0.23%0.36%Q2 2013Q3 202329
WealthPLAN Partners, LLC 2110.00%0.07%0.18%Q1 2015Q2 202329
Andra AP-fonden 1250.04%0.19%0.52%Q4 2015Q2 202329
North Star Investment Management Corp. 17120.00%0.00%0.01%Q2 2016Q3 202329
Quantbot Technologies LP 1610.00%0.03%0.15%Q3 2013Q3 202329
BROWN BROTHERS HARRIMAN & CO 1910.00%0.00%0.01%Q3 2014Q3 202329
Carroll Financial Associates, Inc. 2810.01%0.01%0.02%Q2 2014Q4 202129
TD ASSET MANAGEMENT INC 2110.00%0.01%0.02%Q2 2013Q3 202329
Hosking Partners LLP 29290.41%0.52%0.74%Q3 2015Q3 202229
FRONTIER INVESTMENT MGMT CO 29291.34%2.16%3.03%Q2 2013Q2 202029
COMMUNITY TRUST & INVESTMENT CO 29290.65%1.79%2.26%Q2 2013Q2 202029
TEACHER RETIREMENT SYSTEM OF TEXAS 1740.00%0.03%0.08%Q4 2015Q3 202328
MENLO ADVISORS LLC 28283.32%4.53%6.89%Q2 2013Q1 202028
Rathbones Group PLC 28280.00%0.01%0.03%Q4 2016Q3 202328
Alpha Omega Wealth Management LLC 28280.23%0.54%0.86%Q4 2016Q3 202328
ANCHOR CAPITAL ADVISORS LLC 28280.50%1.28%2.05%Q4 2016Q3 202328
MARATHON ASSET MANAGEMENT LLP 2260.28%0.66%1.13%Q1 2014Q2 202128
Atlantic Union Bankshares Corp 2710.02%0.09%0.16%Q1 2014Q4 202228
STEGINSKY CAPITAL LLC 282811.22%13.96%19.01%Q4 2016Q3 202328
State of Alaska, Department of Revenue 2710.02%0.06%0.15%Q4 2015Q3 202328
Parallel Advisors, LLC 28280.00%0.02%0.09%Q4 2016Q3 202328
Alberta Investment Management Corp 1990.01%0.04%0.12%Q2 2016Q3 202328
Russell Investments Group, Ltd. 28280.06%0.11%0.19%Q4 2016Q3 202328
Royal Fund Management, LLC 28280.09%0.20%0.42%Q4 2016Q3 202328
Ridgewood Investments LLC 28281.58%2.42%3.37%Q4 2016Q3 202328
Allianz Asset Management GmbH 1120.00%0.00%0.01%Q2 2013Q3 202328
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.01%Q2 2013Q4 201927
TWO SIGMA INVESTMENTS, LP 510.00%0.01%0.08%Q2 2013Q4 202127
RKL Wealth Management LLC 27270.11%0.16%0.24%Q1 2017Q3 202327
Sterling Capital Management LLC 27270.43%0.89%1.79%Q1 2013Q3 201927
QUADRANT CAPITAL GROUP LLC 27270.00%0.01%0.02%Q1 2017Q3 202327
Clarkston Capital Partners, LLC 27270.01%1.57%2.10%Q2 2013Q4 201927
FULLER & THALER ASSET MANAGEMENT, INC. 2430.00%0.02%0.06%Q3 2014Q3 202327
NEXT Financial Group, Inc 1460.00%0.04%0.16%Q2 2014Q4 202127
STEINBERG ASSET MANAGEMENT LLC 27270.40%1.07%2.67%Q2 2013Q4 201927
ALTA CAPITAL MANAGEMENT LLC/ 27271.24%2.19%3.81%Q1 2017Q3 202327
Adalta Capital Management LLC 27270.20%1.42%3.05%Q1 2017Q3 202327
WMS Partners, LLC 1810.03%0.11%0.33%Q2 2013Q1 202227
IFM Investors Pty Ltd 27270.04%0.06%0.08%Q1 2017Q3 202327
MADISON INVESTMENT HOLDINGS INC 26261.02%1.90%2.75%Q2 2013Q3 201926
FIRST QUADRANT LLC/CA 2420.01%0.02%0.05%Q2 2013Q1 202026
Plante Moran Financial Advisors, LLC 2150.00%0.02%0.08%Q4 2015Q2 202326
Sargent Bickham Lagudis LLC 14120.00%0.00%0.01%Q1 2016Q4 202226
Steward Partners Investment Advisory, LLC 1880.00%0.00%0.01%Q4 2016Q3 202326
Allen Investment Management, LLC 26260.00%0.01%0.01%Q2 2017Q3 202326
ACG Wealth 1410.15%0.47%0.66%Q2 2013Q2 202126
Clearstead Trust, LLC 26260.08%0.63%2.02%Q4 2016Q1 202326
APG Asset Management N.V. 2240.00%0.09%0.25%Q1 2016Q3 202326
SALEM INVESTMENT COUNSELORS INC 1010.00%0.09%0.16%Q1 2014Q3 202326
RMB Capital Management, LLC 26260.13%0.19%0.30%Q2 2017Q3 202326
Candriam S.C.A. 1550.00%0.02%0.04%Q2 2016Q3 202326
abrdn plc 25250.00%0.01%0.01%Q3 2017Q3 202325
COLONY GROUP LLC 2410.00%0.14%0.31%Q1 2014Q3 202325
SUNTRUST BANKS INC 15100.00%0.01%0.02%Q2 2013Q3 201925
Narwhal Capital Management 25250.04%0.30%0.51%Q2 2014Q2 202025
SECURITY ASSET MANAGEMENT 25251.06%1.44%2.14%Q1 2017Q1 202325
YorkBridge Wealth Partners, LLC 25250.13%0.22%0.29%Q4 2016Q4 202225
Somerset Trust Co 1830.08%0.37%0.55%Q4 2013Q3 202325
Yorktown Management & Research Co Inc 25250.04%0.07%0.12%Q2 2013Q2 201925
CAPTRUST FINANCIAL ADVISORS 25250.05%0.19%0.57%Q3 2017Q3 202325
EARNEST PARTNERS LLC 2410.00%0.00%0.00%Q4 2016Q3 202325
JANE STREET GROUP, LLC 1010.00%0.00%0.01%Q2 2014Q3 202324
CHILTON CAPITAL MANAGEMENT LLC 24240.02%0.02%0.03%Q2 2015Q1 202124
Cribstone Capital Management, LLC 1590.01%0.03%0.06%Q2 2016Q4 202224
EDGAR LOMAX CO/VA 24240.01%0.02%0.02%Q2 2015Q1 202124
Glassman Wealth Services 24240.00%0.02%0.03%Q4 2017Q3 202324
CWM, LLC 1120.00%0.00%0.01%Q3 2013Q3 202324
AXA S.A. 910.00%0.01%0.06%Q1 2016Q3 202324
AMP Capital Investors Ltd 24240.02%0.03%0.06%Q4 2015Q3 202124
BB&T SECURITIES, LLC 24240.02%0.04%0.06%Q4 2013Q3 201924
TIAA CREF INVESTMENT MANAGEMENT LLC 24240.01%0.02%0.04%Q2 2013Q1 201924
Poehling Capital Management, INC. 24240.30%2.78%5.48%Q4 2017Q3 202324
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 24240.01%0.02%0.04%Q4 2017Q3 202324
Steinberg Global Asset Management 24240.76%1.18%1.44%Q2 2013Q1 201924
Avior Wealth Management, LLC 1590.00%0.01%0.08%Q2 2017Q3 202324
ZACKS INVESTMENT MANAGEMENT 1130.02%0.04%0.08%Q2 2013Q1 202124
TEACHERS ADVISORS, LLC 24240.01%0.02%0.03%Q2 2013Q1 201924
Norman Fields, Gottscho Capital Management, LLC 24240.12%0.32%1.55%Q1 2018Q4 202324
Taylor Hoffman Wealth Management 24240.23%0.98%2.10%Q4 2017Q3 202324
Winthrop Advisory Group LLC 24240.07%0.13%0.27%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.02%0.02%Q4 2017Q3 202324
Buffington Mohr McNeal 24240.19%0.23%0.26%Q2 2017Q1 202324
AdvisorNet Financial, Inc 24240.00%0.02%0.07%Q4 2017Q3 202324
Parisi Gray Wealth Management 24240.20%0.38%0.68%Q4 2017Q3 202324
Meiji Yasuda Asset Management Co Ltd. 1510.01%0.12%0.20%Q2 2016Q3 202324
Chevy Chase Trust Holdings, LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
BUCKINGHAM STRATEGIC WEALTH, LLC 23230.01%0.03%0.07%Q1 2018Q3 202323
D'Orazio & Associates, Inc. 23230.02%0.02%0.02%Q1 2016Q3 202123
Weitz Investment Management 23230.12%1.98%3.25%Q1 2018Q3 202323
Signature Financial Management, Inc. 23230.37%0.82%1.84%Q2 2013Q4 201823
GREENLEAF TRUST 1340.00%0.26%0.84%Q2 2013Q3 202323
Horizon Kinetics 23230.25%0.48%0.71%Q2 2013Q4 201823
Asset Dedication, LLC 1850.00%0.00%0.01%Q4 2017Q3 202323
GUGGENHEIM CAPITAL LLC 1220.00%0.01%0.11%Q3 2013Q3 202323
FIRST HAWAIIAN BANK 2110.01%0.05%0.11%Q2 2013Q3 202323
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 1820.11%0.61%1.05%Q4 2016Q3 202323
Man Group plc 23230.00%0.02%0.04%Q1 2018Q3 202323
PICTET ASSET MANAGEMENT LTD 23230.01%0.01%0.02%Q4 2015Q2 202123
Wills Financial Group, Inc. 1810.09%1.06%2.64%Q1 2017Q3 202323
COMMONWEALTH BANK OF AUSTRALIA 1810.00%0.77%2.27%Q2 2013Q2 201923
Snowden Capital Advisors LLC 1850.01%0.14%0.27%Q3 2016Q3 202323
Cetera Advisor Networks LLC 1810.00%0.01%0.02%Q3 2015Q3 202323
MainStreet Investment Advisors LLC 1850.04%0.08%0.15%Q4 2017Q3 202323
Treasurer of the State of North Carolina 23230.03%0.04%0.08%Q1 2018Q3 202323
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 1150.01%0.02%0.04%Q2 2016Q3 202322
Vident Investment Advisory, LLC 1130.01%0.08%0.44%Q3 2015Q2 202322
Smith, Salley & Associates 22220.50%0.79%1.12%Q2 2018Q3 202322
Penserra Capital Management LLC 1750.00%0.00%0.00%Q4 2015Q3 202322
Squarepoint Ops LLC 710.00%0.03%0.13%Q4 2015Q3 202322
SCHARF INVESTMENTS, LLC 12100.03%3.42%5.47%Q3 2013Q3 202322
Brown Advisory Securities, LLC 22220.06%0.15%0.23%Q4 2013Q1 201922
Cerity Partners LLC 1910.01%0.02%0.03%Q3 2017Q3 202322
CI INVESTMENTS INC. 22220.05%0.09%0.18%Q2 2018Q3 202322
CREATIVE FINANCIAL DESIGNS INC /ADV 1480.00%0.01%0.02%Q4 2016Q3 202322
SIMPLEX TRADING, LLC 520.00%0.02%0.10%Q1 2015Q3 202322
Jacobi Capital Management LLC 22220.00%0.01%0.01%Q2 2016Q3 202122
EQUITABLE TRUST CO 22220.02%0.09%0.17%Q2 2018Q3 202322
Roundview Capital LLC 22220.23%0.50%0.91%Q2 2018Q3 202322
Cubist Systematic Strategies, LLC 1710.00%0.04%0.15%Q4 2014Q3 202322
Epoch Investment Partners, Inc. 1840.01%0.11%0.34%Q1 2016Q3 202322
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 870.00%0.01%0.02%Q2 2015Q3 202322
MCF Advisors LLC 1470.01%0.02%0.04%Q2 2018Q3 202321
GUARDIAN CAPITAL LP 21210.01%0.03%0.06%Q3 2018Q3 202321
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 1910.00%0.00%0.02%Q3 2016Q3 202321
Pinnacle Bancorp, Inc. 2010.02%0.07%0.18%Q1 2017Q3 202321
Ancora Advisors LLC 1610.00%0.02%0.04%Q4 2016Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
TUDOR INVESTMENT CORP ET AL 710.00%0.04%0.20%Q4 2013Q1 202321
GAM Holding AG 1130.00%0.34%0.90%Q2 2013Q3 202321
Red Cedar Capital, LLC 21210.10%1.03%1.51%Q4 2017Q4 202221
Gilbert & Cook, Inc. 1910.06%0.08%0.12%Q2 2017Q3 202321
Miller Investment Management, LP 21210.10%0.15%0.28%Q1 2015Q1 202021
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 20200.01%0.01%0.02%Q3 2017Q2 202220
Wambolt & Associates, LLC 20200.12%0.23%0.40%Q4 2018Q3 202320
Court Place Advisors, LLC 20200.20%1.00%1.56%Q4 2018Q3 202320
WHITTIER TRUST CO 20200.02%0.02%0.02%Q4 2018Q3 202320
BANYAN CAPITAL MANAGEMENT, INC. 20202.42%8.14%10.50%Q4 2018Q3 202320
Dougherty Wealth Advisers LLC 20200.03%0.14%0.31%Q4 2018Q3 202320
HERMES INVESTMENT MANAGEMENT LTD 1550.02%0.58%1.07%Q2 2013Q2 201820
Quantinno Capital Management LP 20200.02%0.17%0.40%Q4 2018Q3 202320
VICUS CAPITAL 20200.04%0.06%0.07%Q3 2015Q2 202020
Paloma Partners Management Co 810.00%0.02%0.08%Q4 2014Q4 202120
PECAUT & CO. 20200.22%0.30%0.54%Q4 2018Q3 202320
LORD, ABBETT & CO. LLC 1910.05%0.13%0.18%Q2 2013Q4 202220
Sepio Capital, LP 20200.07%0.13%0.17%Q4 2018Q3 202320
Parkside Financial Bank & Trust 1460.00%0.00%0.01%Q4 2016Q3 202320
Prestige Wealth Management Group LLC 20200.02%0.02%0.04%Q4 2018Q3 202320
Assenagon Asset Management S.A. 1110.00%0.03%0.11%Q4 2017Q3 202320
Principle Wealth Partners LLC 20200.08%0.18%0.59%Q4 2018Q3 202320
TOWNSQUARE CAPITAL LLC 20200.08%0.12%0.19%Q4 2018Q3 202320
Proficio Capital Partners LLC 1520.00%0.03%0.04%Q4 2015Q1 202319
SRS Capital Advisors, Inc. 1020.01%0.03%0.06%Q3 2018Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.01%0.02%0.04%Q1 2019Q3 202319
REGENTATLANTIC CAPITAL LLC 1310.00%0.02%0.03%Q4 2014Q2 202219
IRONWOOD INVESTMENT MANAGEMENT LLC 19190.08%0.37%0.64%Q3 2015Q1 202019
NEEDELMAN ASSET MANAGEMENT INC 19193.06%3.90%4.75%Q4 2013Q2 201819
VNBTrust, National Association 1720.07%0.11%0.14%Q2 2013Q2 201819
HORIZON KINETICS ASSET MANAGEMENT LLC 19190.06%0.24%0.68%Q1 2019Q3 202319
Stack Financial Management, Inc 19191.89%2.45%3.54%Q2 2013Q4 201719
Atria Investments, Inc 1210.01%0.03%0.06%Q1 2018Q3 202319
Private Capital Group, LLC 19190.01%0.01%0.03%Q4 2017Q2 202219
JACOBS LEVY EQUITY MANAGEMENT, INC 630.00%0.08%0.32%Q2 2013Q3 202119
OPPENHEIMER ASSET MANAGEMENT INC. 1540.01%0.02%0.04%Q1 2017Q3 202319
Zions Bancorporation, N.A. 19190.00%0.00%0.00%Q1 2019Q3 202319
Global Retirement Partners, LLC 1020.00%0.00%0.00%Q4 2016Q3 202319
LS Investment Advisors, LLC 19190.00%0.02%0.04%Q4 2015Q2 202019
NATIXIS ADVISORS, L.P. 1450.03%0.06%0.08%Q2 2013Q3 202319
Commonwealth Equity Services, Inc 18180.01%0.02%0.02%Q2 2013Q3 201718
FORSTA AP-FONDEN 720.01%0.06%0.18%Q1 2017Q3 202318
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1530.00%0.00%0.00%Q1 2019Q3 202318
TELEMUS CAPITAL, LLC 18180.03%0.12%0.29%Q2 2019Q3 202318
Nuveen Asset Management, LLC 18180.01%0.02%0.02%Q2 2019Q3 202318
BerganKDV Wealth Management, LLC 18180.00%0.00%0.00%Q2 2018Q3 202218
JACOBSON & SCHMITT ADVISORS, LLC 18182.91%3.37%3.74%Q4 2015Q1 202018
Schonfeld Strategic Advisors LLC 1310.00%0.12%0.56%Q2 2018Q3 202318
Banco Santander, S.A. 18180.01%0.02%0.06%Q2 2019Q3 202318
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 18180.00%0.28%0.54%Q3 2015Q4 201918
DAVIDSON & GARRARD INC 18180.07%0.09%0.13%Q2 2013Q3 201718
JAG CAPITAL MANAGEMENT, LLC 810.02%1.26%2.82%Q2 2014Q3 202318
VOLORIDGE INVESTMENT MANAGEMENT, LLC 910.00%0.05%0.14%Q3 2015Q3 202318
Sentry Investments Corp. 18180.16%0.29%0.39%Q4 2013Q1 201818
CHESAPEAKE ASSET MANAGEMENT LLC 18180.14%0.25%0.38%Q2 2013Q3 201718
WHITTIER TRUST CO OF NEVADA INC 18180.00%0.00%0.00%Q3 2017Q4 202118
Fruth Investment Management 18180.09%0.26%0.31%Q2 2019Q3 202318
Hills Bank & Trust Co 1430.05%0.19%0.34%Q2 2019Q3 202317
TRUST CO OF VIRGINIA /VA 610.02%0.03%0.06%Q3 2017Q3 202317
Cowen Prime Services LLC 1160.06%0.08%0.12%Q2 2013Q2 201817
WFG Advisors, LP 17170.00%0.00%0.01%Q2 2013Q2 201717
Community Bank, N.A. 1610.00%0.01%0.02%Q4 2015Q3 202317
KEATING INVESTMENT COUNSELORS INC 17170.11%0.15%0.18%Q3 2019Q3 202317
CAPSTONE ASSET MANAGEMENT CO 17170.01%0.01%0.02%Q2 2013Q2 201717
SEEYOND 17170.02%0.09%0.62%Q4 2018Q4 202217
THRIVENT FINANCIAL FOR LUTHERANS 1520.01%0.23%0.38%Q3 2016Q2 202117
Johnson Financial Group, Inc. 1310.00%0.00%0.01%Q3 2014Q2 202317
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 1610.03%0.22%0.87%Q4 2018Q3 202317
American Portfolios Advisors 1610.00%0.00%0.01%Q2 2018Q3 202217
Vestmark Advisory Solutions, Inc. 1430.01%0.04%0.09%Q1 2019Q2 202317
Echo Street Capital Management LLC 1250.14%0.49%1.12%Q4 2018Q3 202317
Cannell & Co. 1250.02%0.05%0.07%Q4 2017Q3 202317
WESTWOOD HOLDINGS GROUP INC 17170.00%0.06%0.15%Q4 2015Q4 201917
Investors Research Corp 17170.01%0.01%0.01%Q3 2019Q3 202317
BREWIN DOLPHIN LTD 17170.01%0.01%0.01%Q3 2017Q3 202117
ROWLAND CARMICHAEL ADVISORS INC /ADV 17170.08%0.14%0.23%Q4 2016Q4 202017
Cordasco Financial Network 17170.03%0.04%0.04%Q2 2018Q2 202217
NATIXIS 620.00%0.02%0.06%Q3 2013Q3 202317
Stratos Wealth Partners, LTD. 1610.01%0.02%0.03%Q1 2016Q3 202317
Mariner, LLC 1110.01%0.02%0.05%Q2 2015Q3 202317
Northwest Quadrant Wealth Management, LLC 1340.06%0.08%0.11%Q1 2019Q3 202317
Crestwood Advisors Group, LLC 17170.01%0.01%0.01%Q3 2019Q3 202317
Rockefeller Capital Management L.P. 17170.00%0.00%0.00%Q1 2019Q1 202317
PIN OAK INVESTMENT ADVISORS INC 880.01%0.02%0.03%Q4 2017Q3 202316
Column Capital Advisors, LLC 16160.02%0.02%0.04%Q4 2019Q3 202316
Elgethun Capital Management 970.11%0.40%0.88%Q1 2018Q3 202316
Quadrature Capital Ltd 510.02%0.11%0.38%Q4 2015Q3 202316
Select Equity Group, L.P. 810.02%0.91%2.77%Q4 2013Q2 202116
BELLEVUE ASSET MANAGEMENT, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
Procyon Advisors, LLC 16160.08%0.12%0.20%Q4 2019Q3 202316
ARTHUR M. COHEN & ASSOCIATES, LLC 1210.13%0.30%0.44%Q3 2014Q3 202016
Boston Partners 1510.00%0.06%0.08%Q2 2018Q3 202316
Resonant Capital Advisors, LLC 16160.09%0.14%0.36%Q4 2019Q3 202316
CHILTON INVESTMENT CO INC. 410.01%0.07%0.23%Q3 2013Q1 202216
EXENCIAL WEALTH ADVISORS, LLC 16160.04%0.10%0.21%Q1 2016Q4 201916
FLAGSHIP HARBOR ADVISORS, LLC 16160.01%0.06%0.10%Q4 2016Q3 202016
Illinois Municipal Retirement Fund 16160.10%0.22%0.33%Q4 2019Q3 202316
Banque Cantonale Vaudoise 16160.01%0.02%0.04%Q4 2019Q3 202316
ASSETMARK, INC 970.00%0.00%0.00%Q1 2017Q3 202316
PYA Waltman Capital, LLC 16161.40%6.05%7.49%Q4 2019Q3 202316
Madison Asset Management, LLC 16160.72%0.99%1.20%Q4 2019Q3 202316
Anchor Investment Management, LLC 1330.00%0.00%0.02%Q4 2016Q4 202116
NN Investment Partners Holdings N.V. 910.00%0.01%0.02%Q1 2016Q1 202216
Live Oak Private Wealth LLC 16160.34%0.87%1.88%Q4 2019Q3 202316
JANUS HENDERSON INVESTORS US LLC 16160.00%0.02%0.04%Q2 2013Q1 201716
WASHINGTON TRUST Co 1510.00%0.00%0.00%Q2 2018Q3 202316
Mount Yale Investment Advisors, LLC 1330.01%0.14%0.27%Q1 2018Q3 202316
ROYCE & ASSOCIATES LP 16160.09%0.16%0.24%Q2 2013Q1 201716
Marks Group Wealth Management, Inc 16160.04%0.05%0.08%Q4 2019Q3 202316
IRONBRIDGE CAPITAL MANAGEMENT LP 16160.39%0.64%0.98%Q2 2013Q1 201716
Carmichael Hill & Associates, Inc. 16160.02%0.02%0.03%Q4 2019Q3 202316
MADISON WEALTH MANAGEMENT 16160.17%0.20%0.26%Q4 2019Q3 202316
BlackRock Institutional Trust Company, N.A. 15150.03%0.04%0.05%Q2 2013Q4 201615
Jacobsen Capital Management 1230.24%0.77%1.32%Q2 2019Q1 202315
OSAIC HOLDINGS, INC. 15150.01%0.01%0.01%Q1 2020Q3 202315
GoodHaven Capital Management 15151.45%2.00%2.42%Q1 2020Q3 202315
Ensign Peak Advisors, Inc 1050.00%0.02%0.03%Q4 2019Q3 202315
Capital Research Global Investors 15150.01%0.07%0.11%Q1 2015Q3 201815
Valeo Financial Advisors, LLC 15150.00%0.00%0.00%Q3 2017Q1 202115
BlackRock Group LTD 15150.01%0.02%0.04%Q2 2013Q4 201615
Xact Kapitalforvaltning AB 15150.02%0.04%0.06%Q3 2016Q1 202015
Blue Edge Capital, LLC 15150.08%0.09%0.11%Q1 2020Q3 202315
Wealthspire Advisors, L.P. 15150.01%0.05%0.16%Q4 2015Q2 201915
One Wealth Advisors, LLC 1010.01%0.06%0.08%Q4 2017Q3 202315
Windsor Financial Group, LLC 15152.43%3.17%3.84%Q4 2013Q2 201715
Advisor Group, Inc. 15150.01%0.02%0.03%Q2 2016Q4 201915
Prana Capital Management, LP 1050.40%1.45%2.83%Q1 2019Q4 202215
DIVIDEND ASSETS CAPITAL, LLC 15150.01%0.01%0.04%Q4 2014Q2 201815
BlackRock Investment Management, LLC 15150.01%0.01%0.01%Q2 2013Q4 201615
Shelter Mutual Insurance Co 15150.38%0.42%0.49%Q1 2020Q3 202315
MGO ONE SEVEN LLC 1210.02%0.18%0.30%Q4 2017Q3 202315
BlackRock Fund Advisors 15150.02%0.03%0.04%Q2 2013Q4 201615
Virtu Financial LLC 410.01%0.09%0.23%Q2 2017Q3 202315
Shelter Ins Retirement Plan 15150.31%0.49%0.86%Q1 2020Q3 202315
QS Investors, LLC 710.00%0.02%0.11%Q1 2015Q1 202115
CIBC Private Wealth Group, LLC 930.00%0.01%0.01%Q4 2017Q3 202315
Horst & Graben Wealth Management LLC 15150.34%0.39%0.54%Q1 2020Q3 202315
Inspire Investing, LLC 15150.02%0.06%0.14%Q1 2020Q3 202315
Legacy Bridge, LLC 15150.01%0.01%0.01%Q1 2020Q3 202315
MANCHESTER FINANCIAL INC 810.00%0.06%0.15%Q2 2019Q3 202315
BLACKROCK ADVISORS LLC 15150.00%0.01%0.02%Q2 2013Q4 201615
Checchi Capital Advisers, LLC 510.02%0.03%0.04%Q1 2016Q3 202315
Prospera Financial Services Inc 1020.00%0.06%0.17%Q1 2018Q2 202215
JUPITER ASSET MANAGEMENT LTD 810.04%0.35%0.82%Q1 2015Q4 202215
Handelsbanken Fonder AB 1410.01%0.02%0.03%Q4 2015Q3 202315
FOUNDERS CAPITAL MANAGEMENT, LLC 15150.22%0.68%1.37%Q1 2020Q3 202315
EDGE ASSET MANAGEMENT, INC 15150.00%0.03%0.08%Q3 2013Q1 201715
DUPONT CAPITAL MANAGEMENT CORP 1410.02%0.05%0.08%Q2 2016Q2 202315
Cresset Asset Management, LLC 620.00%0.01%0.02%Q4 2018Q3 202314
Mn Services Vermogensbeheer B.V. 14140.03%0.06%0.07%Q1 2016Q2 201914
AMUNDI ASSET MANAGEMENT US, INC. 14140.01%0.01%0.02%Q4 2017Q1 202114
QUALCOMM INC/DE 14140.52%1.78%3.16%Q2 2013Q3 201614
BOOTHBAY FUND MANAGEMENT, LLC 1310.01%0.04%0.10%Q4 2019Q3 202314
GATEWAY INVESTMENT ADVISERS LLC 14140.04%0.07%0.13%Q2 2020Q3 202314
Virtu KCG Holdings LLC 720.00%0.03%0.13%Q3 2013Q2 201714
ACIMA PRIVATE WEALTH, LLC 14140.19%0.28%0.38%Q4 2018Q1 202214
Grantham, Mayo, Van Otterloo & Co. LLC 14140.09%0.12%0.18%Q2 2020Q3 202314
CAROLINAS WEALTH CONSULTING LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
FIRST MERCANTILE TRUST CO 14140.01%0.01%0.03%Q2 2018Q3 202114
SEIZERT CAPITAL PARTNERS, LLC 14140.37%0.99%1.27%Q2 2020Q3 202314
Fiduciary Group LLC 14140.40%0.47%0.62%Q2 2020Q3 202314
FINANCIAL COUNSELORS INC 710.01%0.02%0.03%Q4 2014Q3 201814
COUNTRY TRUST BANK 14140.67%1.10%1.61%Q3 2020Q4 202314
Aureus Asset Management, LLC 14140.02%0.06%0.13%Q3 2017Q4 202014
Tredje AP-fonden 950.00%0.09%0.20%Q1 2016Q3 202314
HARBOR INVESTMENT ADVISORY, LLC 14140.06%0.12%0.21%Q2 2020Q3 202314
GREAT LAKES ADVISORS, LLC 1110.01%0.06%0.15%Q3 2014Q2 202214
Symmetry Partners, LLC 14140.02%0.02%0.02%Q3 2020Q4 202314
Ruffer LLP 14140.03%0.06%0.12%Q2 2020Q3 202314
WINTON GROUP Ltd 810.01%0.04%0.20%Q2 2017Q4 202214
ETF MANAGERS GROUP, LLC 910.00%0.06%0.74%Q1 2016Q1 202114
DUNCKER STREETT & CO INC 1310.00%0.01%0.01%Q3 2014Q4 201914
BALYASNY ASSET MANAGEMENT L.P. 410.00%0.14%0.46%Q2 2016Q4 202213
First Financial Bank - Trust Division 1030.04%0.07%0.10%Q1 2013Q3 201713
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 13131.59%1.93%2.07%Q1 2016Q1 201913
SouthState Corp 13130.00%0.00%0.01%Q3 2020Q3 202313
NORTHROAD CAPITAL MANAGEMENT LLC 13130.24%0.30%0.37%Q2 2013Q2 201613
COMMERZBANK AKTIENGESELLSCHAFT /FI 13130.01%0.01%0.02%Q4 2015Q4 201813
PRIVATE TRUST CO NA 760.01%0.01%0.01%Q1 2013Q3 202313
SevenBridge Financial Group, LLC 13130.00%0.01%0.01%Q2 2016Q2 201913
Fieldpoint Private Securities, LLC 1010.01%0.01%0.02%Q1 2017Q1 202113
MML INVESTORS SERVICES, LLC 1210.00%0.00%0.01%Q3 2018Q3 202313
Global X Management CO LLC 13130.00%0.01%0.02%Q2 2015Q2 201813
Crewe Advisors LLC 1210.00%0.02%0.12%Q2 2019Q2 202313
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1210.01%0.09%0.13%Q2 2018Q3 202313
Point72 Asset Management, L.P. 910.00%0.09%0.21%Q3 2019Q3 202313
First Personal Financial Services 13130.01%0.01%0.02%Q2 2016Q2 201913
MARSHALL WACE, LLP 410.00%0.02%0.07%Q3 2015Q3 202313
CENTAURUS FINANCIAL, INC. 1210.01%0.32%0.42%Q2 2018Q3 202313
Voya Financial Advisors, Inc. 1120.01%0.01%0.02%Q3 2017Q1 202113
Front Street Capital Management, Inc. 910.06%0.53%1.20%Q3 2018Q3 202313
Avalon Investment & Advisory 13130.07%0.09%0.14%Q3 2018Q3 202113
Redpoint Investment Management Pty Ltd 810.01%0.03%0.06%Q2 2018Q3 202213
MEEDER ASSET MANAGEMENT INC 1030.00%0.01%0.09%Q2 2019Q3 202213
Zurich Insurance Group Ltd/FI 1030.05%0.49%0.95%Q3 2017Q3 202313
Kestra Advisory Services, LLC 13130.01%0.01%0.02%Q3 2020Q3 202313
Lido Advisors, LLC 1120.00%0.12%0.24%Q4 2016Q3 202313
RATIONAL ADVISORS LLC 630.00%0.22%0.90%Q1 2018Q2 202313
HRT FINANCIAL LP 410.00%0.11%0.52%Q3 2017Q3 202313
Hexagon Capital Partners LLC 13130.03%0.04%0.04%Q3 2020Q3 202313
TDAM USA INC. 12120.03%0.07%0.10%Q1 2016Q4 201812
Berman Capital Advisors, LLC 12120.00%0.00%0.00%Q4 2018Q3 202112
RUSSELL FRANK CO/ 12120.07%0.12%0.23%Q2 2013Q1 201612
ENCOMPASS WEALTH ADVISORS, LLC 12120.10%0.20%0.36%Q4 2020Q3 202312
SeaBridge Investment Advisors LLC 12120.01%0.02%0.03%Q4 2017Q3 202012
Linscomb & Williams, Inc. 12120.02%0.04%0.08%Q4 2020Q3 202312
Hudson Value Partners, LLC 12120.24%0.54%2.12%Q4 2020Q3 202312
BP PLC 840.02%0.05%0.07%Q1 2018Q2 202112
Covington Capital Management 930.00%0.00%0.01%Q3 2017Q4 202012
2Xideas AG 12120.88%1.67%3.08%Q4 2020Q3 202312
FIRST CITIZENS BANK & TRUST CO 520.01%0.06%0.16%Q2 2013Q3 202312
PRUDENTIAL PLC 750.00%0.01%0.02%Q3 2018Q3 202312
Verition Fund Management LLC 310.00%0.01%0.03%Q2 2016Q3 202312
Vantage Investment Advisors, LLC 12120.01%0.01%0.02%Q4 2015Q3 201812
TWO SIGMA ADVISERS, LP 710.00%0.01%0.04%Q2 2013Q4 202012
Alexandria Capital, LLC 12120.00%0.01%0.01%Q4 2014Q3 201712
SITTNER & NELSON, LLC 12120.01%0.01%0.01%Q4 2020Q3 202312
Rosenberg Matthew Hamilton 12120.00%0.00%0.01%Q4 2020Q3 202312
MEYER HANDELMAN CO 12120.01%0.02%0.02%Q2 2013Q1 201612
ExodusPoint Capital Management, LP 610.00%0.06%0.39%Q4 2018Q3 202312
Salvus Wealth Management, LLC 12121.05%1.22%1.39%Q4 2020Q3 202312
Magnetar Financial LLC 410.00%0.01%0.03%Q3 2015Q3 202312
Channing Capital Management, LLC 12120.33%0.43%0.50%Q4 2020Q3 202312
Cadent Capital Advisors, LLC 12120.09%0.16%0.26%Q4 2020Q3 202312
Engineers Gate Manager LP 610.02%0.12%0.56%Q4 2018Q3 202312
SYNOVUS FINANCIAL CORP 660.00%0.00%0.01%Q4 2018Q3 202312
LEAVELL INVESTMENT MANAGEMENT, INC. 910.02%0.02%0.02%Q1 2018Q3 202312
JARISLOWSKY, FRASER Ltd 1110.00%0.00%0.00%Q4 2019Q2 202312
NEEDHAM INVESTMENT MANAGEMENT LLC 620.08%0.21%0.43%Q1 2017Q3 202312
Citadel Investment Advisory, Inc. 121210.58%12.92%15.28%Q4 2020Q3 202312
GABLES CAPITAL MANAGEMENT INC. 12120.00%0.00%0.01%Q2 2018Q1 202112
Polar Capital Holdings Plc 12120.46%0.81%1.34%Q4 2020Q3 202312
Intellectus Partners, LLC 12120.15%0.18%0.22%Q4 2020Q3 202312
Cetera Investment Advisers 12120.01%0.01%0.01%Q4 2020Q3 202312
SYSTEMATIC FINANCIAL MANAGEMENT LP 12120.01%0.04%0.08%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.00%0.01%0.01%Q4 2020Q3 202312
Chicago Partners Investment Group LLC 740.03%0.04%0.07%Q2 2017Q1 202111
Salomon & Ludwin, LLC 650.01%0.02%0.06%Q4 2018Q3 202311
BAKER TILLY WEALTH MANAGEMENT, LLC 11110.06%0.11%0.22%Q1 2021Q3 202311
Maryland State Retirement & Pension System 740.03%0.04%0.04%Q4 2020Q3 202311
WESTPORT RESOURCES MANAGEMENT INC 11110.00%0.00%0.00%Q2 2013Q4 201511
Wealthcare Advisory Partners LLC 1010.00%0.00%0.01%Q4 2017Q1 202111
Annandale Capital, LLC 11110.51%0.82%1.06%Q1 2021Q3 202311
Avestar Capital, LLC 1010.00%0.11%0.22%Q1 2019Q3 202311
Bank Julius Baer & Co. Ltd, Zurich 11110.27%0.36%0.44%Q1 2021Q3 202311
Laird Norton Wetherby Wealth Management, LLC 1010.02%0.02%0.03%Q4 2020Q3 202311
BANK OF NOVA SCOTIA 810.00%0.01%0.03%Q1 2020Q3 202311
AIGEN INVESTMENT MANAGEMENT, LP 410.01%0.18%0.45%Q4 2019Q3 202311
First Allied Advisory Services, Inc. 530.01%0.01%0.02%Q3 2015Q3 202011
KLINGENSTEIN FIELDS & CO LP 620.01%0.01%0.01%Q2 2015Q4 201911
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 11110.06%0.49%0.83%Q1 2021Q3 202311
LINCOLN NATIONAL CORP 830.00%0.01%0.02%Q4 2017Q3 202311
JFS WEALTH ADVISORS, LLC 810.00%0.00%0.00%Q1 2016Q3 202311
REILLY FINANCIAL ADVISORS, LLC 810.00%0.00%0.00%Q4 2014Q1 202011
FARMERS & MERCHANTS INVESTMENTS INC 1010.00%0.00%0.00%Q3 2013Q4 202111
AMERICAN CENTURY COMPANIES INC 11110.00%0.00%0.00%Q1 2021Q3 202311
PINNACLE ASSOCIATES LTD 11110.11%0.22%0.45%Q1 2021Q3 202311
West Oak Capital, LLC 11110.01%0.05%0.09%Q2 2016Q4 201811
Kensington Investment Counsel, LLC 830.58%0.97%1.39%Q4 2020Q3 202311
Bellevue Group AG 11110.00%0.01%0.01%Q2 2019Q4 202111
Bares Capital Management 11112.47%4.99%6.08%Q2 2015Q4 201711
Pegasus Partners Ltd. 11110.04%0.24%0.46%Q2 2019Q4 202111
Tributary Capital Management, LLC 1010.00%0.06%0.10%Q4 2018Q3 202311
Blue Zone Wealth Advisors, LLC 11110.88%1.38%1.92%Q1 2021Q3 202311
Sigma Planning Corp 410.02%0.05%0.08%Q3 2015Q2 202011
PhiloSmith Capital Corp 11112.54%3.13%3.45%Q4 2016Q2 201911
OPSEU Pension Plan Trust Fund 11110.27%0.32%0.41%Q1 2020Q3 202211
PineBridge Investments, L.P. 710.00%0.07%0.14%Q1 2016Q3 202311
EVERMAY WEALTH MANAGEMENT LLC 740.00%0.05%0.08%Q1 2019Q1 202211
Qube Research & Technologies Ltd 720.01%0.07%0.19%Q2 2020Q3 202311
Spire Wealth Management 11110.00%0.02%0.03%Q1 2021Q3 202311
Point72 Hong Kong Ltd 410.01%0.07%0.15%Q4 2014Q3 202211
BANK OF NOVA SCOTIA TRUST CO 11110.03%0.05%0.09%Q4 2013Q2 201611
Fi3 FINANCIAL ADVISORS, LLC 11110.60%0.81%1.11%Q1 2021Q3 202311
OLD DOMINION CAPITAL MANAGEMENT INC 430.05%0.15%0.35%Q3 2018Q3 202111
Southeast Asset Advisors Inc. 1010.10%0.38%0.70%Q2 2013Q3 202311
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 11110.12%0.30%0.36%Q4 2017Q2 202011
Capital Advisory Group Advisory Services, LLC 710.00%0.01%0.02%Q1 2019Q1 202211
USS Investment Management Ltd 920.03%0.05%0.12%Q4 2019Q3 202311
Arlington Partners LLC 11110.01%0.04%0.06%Q1 2021Q3 202311
I.G. INVESTMENT MANAGEMENT, LTD. 810.00%0.00%0.01%Q4 2013Q2 201711
Arcus Capital Partners, LLC 11110.02%0.13%0.20%Q1 2021Q3 202311
LBA Wealth Management, LLC 11110.02%0.07%0.14%Q3 2014Q1 201711
Professional Financial Advisors, LLC 920.00%0.11%0.79%Q4 2019Q3 202211
Baltimore-Washington Financial Advisors, Inc. 11110.64%1.31%1.78%Q2 2014Q4 201611
Deseret Mutual Benefit Administrators 10100.01%0.02%0.02%Q2 2021Q3 202310
Numeric Investors LLC 10100.00%0.01%0.03%Q3 2015Q4 201710
Ethic Inc. 10100.02%0.03%0.04%Q2 2021Q3 202310
Capco Asset Management, LLC 10103.90%9.39%11.56%Q2 2021Q3 202310
Investidor Profissional Gestao de Recursos Ltda. 10101.70%4.34%7.64%Q2 2018Q3 202010
Shay Capital LLC 10100.25%0.78%1.63%Q4 2020Q1 202310
HOWLAND CAPITAL MANAGEMENT LLC 10100.01%0.01%0.02%Q1 2021Q2 202310
Hudock, Inc. 10100.00%0.01%0.02%Q3 2013Q4 201510
West Branch Capital LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Absolute Return Capital, LLC 10100.00%0.03%0.08%Q2 2013Q3 201510
Hilltop Holdings Inc. 10100.03%0.04%0.04%Q2 2021Q3 202310
MetLife Investment Management, LLC 730.00%0.00%0.00%Q3 2018Q3 202310
RONALD BLUE & CO LLC 10100.01%0.02%0.02%Q2 2013Q3 201510
Canal Capital Management, LLC 820.05%0.08%0.10%Q1 2021Q3 202310
Brinker Capital Investments, LLC 10100.03%0.06%0.07%Q3 2020Q4 202210
Jefferies Group LLC 210.00%0.02%0.07%Q2 2015Q3 202110
Capital Investment Advisory Services, LLC 420.01%0.02%0.03%Q4 2018Q3 202310
Regency Capital Management Inc.\DE 730.02%1.68%4.21%Q1 2021Q3 202310
JTC Employer Solutions Trustee Ltd 10100.01%0.01%0.01%Q2 2021Q3 202310
COURAGE CAPITAL MANAGEMENT LLC 10101.98%3.97%6.00%Q2 2013Q3 201510
Nationwide Fund Advisors 520.00%0.02%0.05%Q2 2013Q3 201710
Lindbrook Capital, LLC 640.00%0.01%0.02%Q4 2018Q3 202310
Vestcor Inc 10100.01%0.01%0.02%Q2 2021Q3 202310
Verdence Capital Advisors LLC 10100.06%0.08%0.10%Q2 2021Q3 202310
Amundi 10100.01%0.01%0.01%Q2 2021Q3 202310
Concord Wealth Partners 640.00%0.00%0.00%Q1 2021Q3 202310
XPONANCE, INC. 10100.01%0.01%0.02%Q2 2021Q3 202310
REGIONS FINANCIAL CORP 610.00%0.00%0.00%Q4 2017Q4 202210
SPECTRUM ADVISORY SERVICES INC 10100.07%0.10%0.13%Q4 2013Q1 201610
TOCQUEVILLE ASSET MANAGEMENT L.P. 510.00%0.00%0.01%Q4 2019Q3 202310
SCOTIA CAPITAL INC. 10100.00%0.01%0.01%Q2 2021Q3 202310
State of Wyoming 10100.00%0.02%0.07%Q2 2021Q3 202310
State of New Jersey Common Pension Fund D 10100.03%0.03%0.04%Q2 2021Q3 202310
AHL Partners LLP 520.01%0.02%0.05%Q3 2014Q4 201710
AlphaCrest Capital Management LLC 420.03%0.06%0.11%Q2 2019Q3 202210
Bedel Financial Consulting, Inc. 10100.00%0.00%0.00%Q3 2018Q4 202010
Ellevest, Inc. 520.00%0.00%0.01%Q4 2019Q1 202310
PARK AVENUE SECURITIES LLC 810.00%0.01%0.01%Q3 2020Q3 202310
Sunbelt Securities, Inc. 420.00%0.35%0.65%Q2 2015Q3 20239
CAMBRIDGE TRUST CO 990.02%0.04%0.04%Q1 2017Q1 20199
Sterneck Capital Management, LLC 990.12%1.26%1.83%Q2 2013Q2 20159
MACRO Consulting Group 990.14%1.58%4.67%Q2 2019Q2 20219
Parametrica Management Ltd 630.20%0.44%0.73%Q4 2016Q1 20199
BlueCrest Capital Management Ltd 710.01%0.06%0.18%Q2 2015Q1 20239
Allworth Financial LP 990.00%0.00%0.00%Q3 2021Q3 20239
Enterprise Bank & Trust Co 990.31%0.42%0.47%Q1 2019Q1 20219
Marathon Asset Management Ltd 991.84%2.02%2.33%Q3 2021Q3 20239
Baskin Financial Services Inc. 990.08%1.68%2.06%Q1 2018Q1 20209
Bartlett & Co. LLC 710.00%0.00%0.00%Q3 2013Q4 20239
Vanguard Personalized Indexing Management, LLC 810.01%0.02%0.04%Q2 2021Q3 20239
TRUSTCORE FINANCIAL SERVICES, LLC 420.00%0.00%0.01%Q2 2018Q3 20219
Bay Rivers Group 990.23%0.33%0.41%Q3 2021Q3 20239
Vigilant Capital Management, LLC 810.00%0.00%0.00%Q1 2018Q2 20239
Opal Wealth Advisors, LLC 990.20%0.26%0.40%Q3 2021Q3 20239
MANAGED ACCOUNT ADVISORS LLC 990.03%0.04%0.05%Q2 2013Q2 20159
STONNINGTON GROUP, LLC 990.06%0.14%0.38%Q1 2021Q1 20239
PDT Partners, LLC 410.01%0.19%1.21%Q2 2013Q4 20219
BAXTER BROS INC 990.06%0.07%0.08%Q3 2021Q3 20239
OneDigital Investment Advisors LLC 630.00%0.01%0.02%Q2 2017Q2 20229
MUFG Americas Holdings Corp 410.00%0.00%0.03%Q3 2012Q3 20229
Integrated Wealth Concepts LLC 990.01%0.01%0.01%Q3 2021Q3 20239
COOKE & BIELER LP 630.10%0.68%1.03%Q3 2017Q3 20239
UBS AG 660.00%0.00%0.01%Q2 2013Q3 20149
BDO Wealth Advisors, LLC 810.00%0.06%0.09%Q2 2017Q1 20209
REINHART PARTNERS, LLC. 990.90%1.44%2.02%Q2 2013Q2 20159
A.R.T. Advisors, LLC 310.01%0.04%0.11%Q2 2013Q4 20199
PGGM Investments 540.00%0.06%0.14%Q2 2021Q3 20239
Fortis Advisors, LLC 990.01%0.01%0.01%Q3 2021Q3 20239
TFC Financial Management, Inc. 990.00%0.00%0.01%Q3 2020Q3 20229
WINTRUST INVESTMENTS LLC 990.04%0.11%0.19%Q2 2016Q2 20189
Dai-ichi Life Insurance Company, Ltd 610.00%0.01%0.01%Q4 2016Q4 20199
Richard Bernstein Advisors LLC 610.01%0.02%0.06%Q4 2017Q3 20239
WHEATLAND ADVISORS INC 630.16%0.20%0.29%Q3 2017Q4 20199
TWO SIGMA SECURITIES, LLC 310.00%0.10%0.75%Q1 2016Q3 20239
Gotham Asset Management, LLC 610.00%0.01%0.02%Q2 2019Q3 20239
TUCKER ASSET MANAGEMENT LLC 990.00%0.03%0.06%Q3 2021Q3 20239
Rikoon Group, LLC 720.09%0.11%0.18%Q1 2017Q1 20219
Vontobel Holding Ltd. 990.00%0.00%0.01%Q4 2020Q4 20229
TRUEWEALTH LLC 990.01%0.02%0.02%Q4 2017Q4 20199
Gradient Investments LLC 410.00%0.00%0.00%Q4 2017Q3 20239
WASHINGTON TRUST BANK 420.00%0.01%0.02%Q1 2014Q4 20189
Seneca House Advisors 990.27%1.92%3.57%Q3 2021Q3 20239
MIDDLETON & CO INC/MA 990.10%0.10%0.11%Q4 2015Q4 20179
AIA Group Ltd 530.00%0.04%0.12%Q4 2020Q1 20238
EVERGREEN CAPITAL MANAGEMENT LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Sandy Spring Bank 710.00%0.00%0.00%Q3 2015Q3 20208
Holocene Advisors, LP 610.00%0.03%0.04%Q4 2017Q1 20228
Lumature Wealth Partners, LLC 880.00%0.00%0.00%Q3 2021Q2 20238
SII INVESTMENTS INC/WI 710.02%0.02%0.02%Q3 2015Q3 20178
Intrinsic Value Partners, LLC 880.67%0.76%0.84%Q4 2021Q3 20238
Cypress Capital Group 880.03%0.04%0.05%Q4 2021Q3 20238
Calamos Wealth Management LLC 880.04%0.05%0.06%Q4 2021Q3 20238
INTEGRATED WEALTH COUNSEL, LLC 880.03%0.04%0.07%Q2 2013Q1 20158
Robotti & Company 880.10%0.18%0.32%Q1 2021Q4 20228
WCM INVESTMENT MANAGEMENT, LLC 880.00%0.00%0.00%Q1 2020Q4 20218
Advisors Asset Management, Inc. 880.00%0.00%0.00%Q2 2014Q1 20168
Quantamental Technologies LLC 310.02%0.25%0.44%Q4 2018Q2 20238
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Graham Holdings Co 886.82%10.49%12.26%Q4 2021Q3 20238
OAKBROOK INVESTMENTS LLC 320.01%0.02%0.04%Q3 2013Q1 20198
PICTET ASSET MANAGEMENT SA 880.01%0.01%0.01%Q3 2021Q2 20238
Pinnacle Summer Investments, Inc. 610.00%0.02%0.03%Q2 2013Q3 20158
Glenview Trust Co 880.02%0.02%0.03%Q4 2021Q3 20238
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
BRINKER CAPITAL INC 880.01%0.01%0.01%Q2 2018Q1 20208
FIDUCIARY TRUST INTERNATIONAL LLC 710.06%0.10%0.11%Q2 2013Q3 20178
Marshall Wace North America L.P. 310.00%0.01%0.03%Q1 2018Q4 20208
Centiva Capital, LP 620.01%0.02%0.07%Q2 2020Q2 20238
Ackerman Capital Advisors, LLC 510.00%0.08%0.14%Q2 2017Q4 20198
Quent Capital, LLC 880.00%0.01%0.02%Q4 2021Q3 20238
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 880.03%0.04%0.04%Q4 2018Q3 20208
Pacer Advisors, Inc. 880.03%0.04%0.05%Q4 2015Q3 20178
Mechanics Financial Corp 880.00%0.00%0.00%Q4 2021Q3 20238
CULLEN/FROST BANKERS, INC. 310.00%0.00%0.00%Q2 2019Q1 20238
B. Metzler seel. Sohn & Co. AG 880.00%0.00%0.01%Q4 2021Q3 20238
Sowell Financial Services LLC 710.02%0.04%0.12%Q3 2019Q1 20238
Forum Financial Management, LP 880.01%0.01%0.02%Q4 2021Q3 20238
MARYLAND CAPITAL ADVISORS INC. 880.03%0.04%0.04%Q4 2021Q3 20238
PEAK6 Investments LLC 210.00%0.01%0.02%Q3 2018Q4 20228
YOUSIF CAPITAL MANAGEMENT, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
NewEdge Advisors, LLC 510.00%0.01%0.03%Q2 2017Q3 20238
Braun-Bostich & Associates Inc. 710.01%0.01%0.01%Q4 2017Q4 20198
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 880.01%0.01%0.01%Q2 2018Q1 20208
Integrated Investment Consultants, LLC 710.01%0.02%0.03%Q1 2016Q1 20188
Parkwood LLC 710.04%0.07%0.10%Q4 2013Q3 20168
Gratus Capital, LLC 880.05%0.05%0.06%Q2 2016Q1 20188
Cross Staff Investments Inc 880.43%0.50%0.56%Q4 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 710.00%0.00%0.00%Q1 2014Q4 20188
Archford Capital Strategies, LLC 530.02%0.02%0.02%Q3 2016Q1 20198
Covestor Ltd 880.01%0.04%0.08%Q4 2021Q3 20238
Assured Investment Management LLC 440.00%0.04%0.13%Q3 2015Q4 20188
Buttonwood Financial Advisors Inc. 880.49%0.62%0.77%Q4 2021Q3 20238
Carmel Capital Partners, LLC 880.34%0.47%0.59%Q4 2021Q3 20238
EdgePoint Investment Group Inc. 881.42%2.64%3.16%Q4 2013Q3 20158
Kathleen S. Wright Associates Inc. 880.89%1.25%1.56%Q4 2021Q3 20238
BAIRD ROBERT W & CO INC /WI/ 880.04%0.04%0.05%Q2 2013Q1 20158
Evolution Advisers, Inc. 880.01%0.03%0.08%Q4 2021Q3 20238
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 880.26%0.64%0.88%Q2 2014Q1 20168
HABERER REGISTERED INVESTMENT ADVISOR INC 880.02%0.03%0.05%Q2 2013Q1 20158
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 880.01%0.06%0.23%Q4 2021Q3 20238
Sterling Investment Counsel, LLC 880.18%0.20%0.22%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.01%0.01%0.02%Q4 2021Q3 20238
J.W. COLE ADVISORS, INC. 880.02%0.02%0.03%Q4 2021Q3 20238
Ervin Investment Management, LLC 882.54%2.89%3.18%Q4 2021Q3 20238
Bell Investment Advisors, Inc 620.00%0.00%0.00%Q3 2021Q3 20238
INVESTMENT MANAGEMENT OF VIRGINIA LLC 881.02%1.24%1.37%Q2 2021Q1 20238
Berkshire Hathaway 770.08%0.17%0.21%Q1 2022Q3 20237
Selective Wealth Management, Inc. 610.02%0.39%2.26%Q3 2018Q3 20207
PITTENGER & ANDERSON INC 770.01%0.06%0.08%Q2 2018Q4 20197
WealthPlan Investment Management, LLC 610.03%0.04%0.07%Q1 2022Q4 20237
Greenline Partners, LLC 770.13%0.24%0.34%Q3 2019Q1 20217
Gyon Technologies Capital Management, LP 610.09%0.30%0.72%Q3 2020Q2 20227
CAPITAL FUND MANAGEMENT S.A. 210.00%0.01%0.02%Q4 2017Q4 20197
KANALY TRUST CO 770.00%0.00%0.01%Q2 2015Q4 20167
Altavista Wealth Management, Inc. 770.24%0.32%0.40%Q2 2020Q4 20217
PATHSTONE FAMILY OFFICE, LLC 510.00%0.03%0.06%Q2 2013Q3 20237
DARK FOREST CAPITAL MANAGEMENT LP 320.00%0.05%0.22%Q3 2021Q3 20237
FINANCIAL CONSULATE, INC 770.09%0.13%0.16%Q4 2020Q2 20227
ENTERPRISE FINANCIAL SERVICES CORP 610.00%0.00%0.00%Q1 2015Q2 20217
JENNISON ASSOCIATES LLC 430.00%0.02%0.06%Q3 2015Q3 20237
BlackRock Japan Co. Ltd 510.00%0.04%0.06%Q3 2013Q4 20167
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ROTHSCHILD & CO ASSET MANAGEMENT US INC. 770.01%0.01%0.01%Q4 2015Q2 20177
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 770.00%0.00%0.00%Q2 2016Q4 20177
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA 770.74%0.89%1.11%Q2 2013Q4 20147
Freestone Capital Holdings, LLC 520.00%0.08%0.12%Q4 2013Q4 20207
INGALLS & SNYDER LLC 770.02%0.03%0.03%Q3 2018Q1 20207
PINNACLE FINANCIAL PARTNERS INC 510.00%0.00%0.01%Q2 2017Q4 20207
SeaCrest Wealth Management, LLC 610.00%0.02%0.03%Q4 2017Q2 20227
Capital Analysts, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
Mirae Asset Global Investments Co., Ltd. 770.00%0.00%0.01%Q3 2018Q1 20207
Jump Financial, LLC 310.02%0.07%0.26%Q4 2020Q3 20237
Chemistry Wealth Management LLC 770.71%0.83%1.06%Q1 2022Q3 20237
Bridgewater Associates 520.01%0.02%0.03%Q1 2020Q4 20227
Bison Wealth, LLC 770.16%0.23%0.30%Q4 2014Q2 20167
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 610.00%0.02%0.02%Q2 2020Q3 20227
Hillsdale Investment Management Inc. 770.07%0.09%0.12%Q1 2014Q3 20157
Brightworth 430.05%0.13%0.25%Q4 2015Q1 20187
Overbrook Management Corp 610.04%0.06%0.06%Q2 2020Q1 20227
WHITENER CAPITAL MANAGEMENT, INC. 520.01%0.05%0.14%Q4 2017Q3 20197
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 770.01%0.01%0.02%Q4 2016Q2 20187
Rehmann Capital Advisory Group 770.00%0.00%0.00%Q1 2018Q3 20197
Sequoia Financial Advisors, LLC 770.01%0.01%0.02%Q1 2022Q3 20237
DIMENSION CAPITAL MANAGEMENT LLC 430.04%0.05%0.06%Q4 2021Q3 20237
First Capital Advisors Group, LLC. 610.01%0.20%0.28%Q3 2017Q2 20237
Quantitative Systematic Strategies LLC 430.05%0.52%1.08%Q1 2019Q4 20207
JONES FINANCIAL COMPANIES LLLP 510.00%0.00%0.00%Q2 2013Q4 20227
BARINGS LLC 520.01%0.03%0.06%Q2 2013Q2 20167
First City Capital Management, Inc. 310.11%0.14%0.17%Q1 2019Q3 20217
Placemark Investments, Inc. 770.07%0.08%0.09%Q2 2013Q4 20147
NOMURA HOLDINGS INC 520.00%0.00%0.01%Q4 2012Q3 20147
AlphaStar Capital Management, LLC 430.02%0.03%0.06%Q2 2020Q2 20227
Edge Advisors, LLC 770.01%0.01%0.01%Q4 2016Q2 20187
HEARTLAND ADVISORS INC 770.24%0.34%0.44%Q1 2022Q3 20237
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 310.01%0.04%0.10%Q3 2021Q3 20237
SOA Wealth Advisors, LLC. 770.00%0.00%0.00%Q3 2021Q1 20237
Beacon Pointe Advisors, LLC 770.04%0.04%0.05%Q1 2022Q3 20237
Pendal Group Ltd 610.00%0.02%0.04%Q1 2020Q2 20227
Dakota Wealth Management 770.02%0.02%0.03%Q1 2022Q3 20237
LONDON CO OF VIRGINIA 770.00%0.00%0.01%Q1 2022Q3 20237
Natixis Investment Managers International 430.01%0.08%0.18%Q2 2016Q3 20187
Karani Asset Management LLC 772.67%2.99%3.60%Q1 2022Q3 20237
TRUE Private Wealth Advisors 510.00%0.00%0.00%Q3 2018Q4 20207
Savior LLC 770.00%0.00%0.01%Q4 2019Q2 20217
HARBOUR INVESTMENTS, INC. 430.00%0.00%0.01%Q1 2021Q4 20227
MYCIO WEALTH PARTNERS, LLC 410.00%0.05%0.09%Q4 2014Q4 20227
OXFORD ASSET MANAGEMENT LLP 410.02%0.06%0.24%Q3 2013Q4 20197
PUBLIC SECTOR PENSION INVESTMENT BOARD 510.00%0.01%0.02%Q3 2017Q3 20236
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 420.02%0.09%0.22%Q4 2021Q2 20236
TIMUCUAN ASSET MANAGEMENT INC/FL 664.92%6.38%6.88%Q2 2013Q3 20146
Riverview Trust Co 420.01%0.02%0.02%Q1 2022Q3 20236
Murphy Pohlad Asset Management LLC 660.15%0.18%0.21%Q4 2014Q1 20166
Nexus Investment Management ULC 660.03%0.03%0.04%Q3 2017Q4 20186
Bridgeworth, LLC 330.02%0.06%0.12%Q1 2018Q3 20236
Portland Global Advisors LLC 660.04%0.07%0.10%Q3 2020Q4 20216
PATTON ALBERTSON MILLER GROUP, LLC 660.12%0.24%0.31%Q2 2013Q3 20146
Pacifica Partners Inc. 660.00%0.00%0.01%Q3 2022Q4 20236
Sonora Investment Management, LLC 510.00%0.00%0.00%Q1 2017Q2 20206
First National Advisers, LLC 660.26%0.38%0.59%Q2 2022Q3 20236
BI Asset Management Fondsmaeglerselskab A/S 410.00%0.09%0.52%Q1 2021Q3 20236
Integrated Wealth Management 660.00%0.00%0.00%Q2 2015Q3 20166
HALBERT HARGROVE GLOBAL ADVISORS, LLC 660.06%0.12%0.18%Q3 2014Q4 20156
PrairieView Partners, LLC 660.00%0.00%0.00%Q1 2021Q2 20226
Partnervest Advisory Services LLC 510.00%0.02%0.10%Q2 2013Q1 20196
Kore Private Wealth LLC 310.00%0.01%0.02%Q4 2018Q3 20216
PASTEL & ASSOCIES SA 6610.32%14.07%20.49%Q2 2017Q3 20186
Grant/GrossMendelsohn, LLC 420.20%0.24%0.26%Q1 2022Q3 20236
Leith Wheeler Investment Counsel Ltd. 420.13%0.30%0.49%Q2 2016Q4 20176
Bangor Savings Bank 660.00%0.00%0.00%Q2 2022Q3 20236
HIGHBRIDGE CAPITAL MANAGEMENT LLC 510.00%0.07%0.13%Q3 2013Q3 20176
Canal Insurance CO 660.38%0.68%0.84%Q2 2022Q3 20236
Metis Global Partners, LLC 660.03%0.06%0.10%Q2 2022Q3 20236
UNITED SERVICES AUTOMOBILE ASSOCIATION 660.01%0.01%0.01%Q1 2018Q2 20196
Index Management Solutions, LLC 310.00%0.06%0.12%Q2 2013Q3 20156
Solidarity Wealth, LLC 330.51%1.20%2.06%Q1 2022Q3 20236
Dynamic Capital Management Ltd 510.07%0.19%0.29%Q1 2016Q4 20176
PRELUDE CAPITAL MANAGEMENT, LLC 210.01%0.02%0.04%Q1 2013Q4 20216
INTECH INVESTMENT MANAGEMENT LLC 660.01%0.01%0.02%Q2 2022Q3 20236
Pensionfund Sabic 660.38%0.45%0.52%Q3 2022Q4 20236
NewSquare Capital LLC 660.03%0.09%0.15%Q2 2015Q3 20166
Autus Asset Management, LLC 660.05%0.29%0.42%Q3 2021Q4 20226
NFC Investments, LLC 660.42%0.46%0.48%Q2 2013Q3 20146
SPINNAKER TRUST 660.02%0.02%0.02%Q3 2021Q4 20226
Gillson Capital LP 310.24%0.54%0.88%Q4 2019Q4 20216
Tidal Investments LLC 310.01%0.02%0.04%Q2 2020Q3 20236
Main Street Financial Solutions, LLC 660.13%0.17%0.19%Q2 2022Q3 20236
Long Focus Capital Management, LLC 660.43%1.10%2.45%Q4 2021Q1 20236
GSA CAPITAL PARTNERS LLP 210.02%0.05%0.08%Q2 2018Q3 20236
HBK INVESTMENTS L P 410.00%0.03%0.07%Q2 2013Q3 20166
Balentine LLC 510.00%0.01%0.01%Q2 2020Q3 20236
Kemnay Advisory Services Inc. 510.08%0.21%0.51%Q3 2019Q3 20216
Horan Securities, Inc. 660.01%0.01%0.02%Q1 2022Q2 20236
MSI Financial Services Inc 660.00%0.00%0.00%Q3 2015Q4 20166
TOKIO MARINE ASSET MANAGEMENT CO LTD 660.02%0.02%0.03%Q2 2022Q3 20236
DAVIS CAPITAL PARTNERS, LLC 661.46%1.64%1.84%Q1 2021Q2 20226
WealthTrust Fairport, LLC 510.00%0.00%0.00%Q4 2014Q1 20196
Aevitas Wealth Management, Inc. 660.03%0.08%0.11%Q4 2017Q1 20196
CSat Investment Advisory, L.P. 660.01%0.03%0.11%Q2 2019Q3 20206
Crossmark Global Holdings, Inc. 510.01%0.01%0.02%Q3 2016Q3 20186
Schubert & Co 660.00%0.01%0.01%Q4 2021Q1 20236
Orion Portfolio Solutions, LLC 330.00%0.02%0.04%Q4 2019Q3 20236
AE Wealth Management LLC 210.00%0.00%0.01%Q2 2019Q2 20236
FCG ADVISORS, LLC 410.07%0.11%0.18%Q1 2017Q3 20196
THOMPSON DAVIS & CO., INC. 660.01%0.01%0.01%Q2 2017Q3 20186
Disciplined Investments, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
Bogart Wealth, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Center for Financial Planning, Inc. 660.00%0.00%0.00%Q4 2019Q1 20216
TOBAM 660.01%0.01%0.01%Q2 2022Q3 20236
CIBC WORLD MARKETS CORP 420.02%0.02%0.04%Q3 2016Q1 20206
Brookfield Asset Management 660.01%0.03%0.04%Q3 2020Q4 20216
1919 Investment Counsel, LLC 660.01%0.03%0.04%Q2 2013Q3 20146
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Financial Management Professionals, Inc. 660.02%0.02%0.03%Q2 2020Q3 20216
BEACON FINANCIAL GROUP 660.09%0.10%0.12%Q2 2021Q3 20226
Crestline Management, LP 660.18%0.30%0.39%Q3 2020Q4 20216
ABERDEEN ASSET MANAGEMENT PLC/UK 660.00%0.00%0.01%Q1 2016Q2 20176
ATLAS CAPITAL ADVISORS LLC 510.00%0.00%0.00%Q1 2021Q3 20226
PARADIGM ASSET MANAGEMENT CO LLC 410.02%0.19%0.44%Q4 2015Q1 20236
Desjardins Global Asset Management Inc. 660.05%0.07%0.12%Q2 2022Q3 20236
FARLEY CAPITAL L.P. 310.28%0.42%0.78%Q2 2015Q4 20196
Detwiler Fenton Investment Management LLC 410.24%0.76%1.94%Q3 2014Q4 20155
Clarus Wealth Advisors 550.01%0.01%0.02%Q2 2018Q2 20195
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Weil Company, Inc. 410.01%0.58%1.18%Q3 2019Q3 20235
Capital Advisors, Ltd. LLC 550.00%0.00%0.00%Q3 2022Q3 20235
CLINTON GROUP INC 410.04%0.11%0.20%Q3 2015Q2 20175
CX Institutional 310.00%0.05%0.21%Q4 2018Q4 20225
TOMPKINS FINANCIAL CORP 550.01%0.04%0.04%Q3 2021Q3 20225
Allegis Investment Advisors, LLC 550.15%0.18%0.23%Q1 2017Q1 20185
Ergoteles LLC 210.02%0.09%0.16%Q2 2021Q2 20235
Freedom Investment Management, Inc. 550.01%0.01%0.01%Q1 2017Q1 20185
Nelson Capital Management, LLC 550.00%0.01%0.01%Q4 2013Q4 20145
Philadelphia Financial Management of San Francisco, LLC 311.41%2.55%3.85%Q3 2019Q2 20225
SIMON QUICK ADVISORS, LLC 310.00%0.10%0.51%Q4 2016Q3 20205
Lane Five Capital Management 558.40%10.13%15.30%Q2 2013Q2 20145
Trexquant Investment LP 310.02%0.05%0.12%Q2 2020Q2 20225
CAPSTONE INVESTMENT ADVISORS, LLC 310.01%0.01%0.02%Q4 2015Q3 20235
WADE G W & INC 320.01%0.05%0.15%Q4 2021Q3 20235
Davis Asset Management, L.P. 551.59%2.03%2.58%Q3 2022Q3 20235
Value Partners Investments Inc. 550.16%0.17%0.20%Q4 2020Q4 20215
SJS Investment Consulting Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
Destination Wealth Management 410.00%0.00%0.00%Q1 2018Q2 20195
OSSIAM 550.00%0.01%0.01%Q3 2022Q3 20235
WILMINGTON TRUST CO 550.01%0.02%0.02%Q2 2013Q2 20145
Blueshift Asset Management, LLC 210.05%0.16%0.29%Q1 2019Q3 20225
FOURPOINTS Investment Managers, S.A.S. 5520.70%24.99%31.00%Q4 2018Q4 20195
Tuttle Capital Management, LLC 320.71%0.95%1.29%Q1 2018Q4 20195
Blue Trust, Inc. 410.00%0.00%0.00%Q2 2022Q3 20235
AVANTAX ADVISORY SERVICES, INC. 410.00%0.00%0.00%Q3 2020Q3 20235
Delphi Private Advisors LLC 550.01%0.03%0.04%Q4 2015Q4 20165
AGF Investments LLC 410.00%0.04%0.14%Q2 2018Q2 20205
Graves Light Lenhart Wealth, Inc. 550.02%0.02%0.02%Q4 2020Q4 20215
Sonen Capital LLC 550.46%0.55%0.69%Q3 2022Q3 20235
Pavion Blue Capital, LLC 550.57%0.62%0.68%Q3 2022Q3 20235
Freedom Day Solutions, LLC 550.83%0.88%0.93%Q3 2022Q3 20235
KESTRA PRIVATE WEALTH SERVICES, LLC 550.01%0.02%0.02%Q3 2022Q3 20235
Armbruster Capital Management, Inc. 550.00%0.00%0.00%Q4 2016Q4 20175
PROSPECTOR PARTNERS LLC 550.93%1.20%1.36%Q3 2022Q3 20235
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Winfield Associates, Inc. 320.00%0.03%0.05%Q4 2013Q4 20175
Quantitative Investment Management, LLC 210.01%0.04%0.07%Q3 2018Q1 20215
Paragon Private Wealth Management, LLC 410.19%0.27%0.39%Q1 2022Q2 20235
TLP GROUP LLC 320.04%0.20%0.40%Q1 2016Q3 20185
Calvert Investment Management, Inc. 550.02%0.03%0.03%Q3 2014Q3 20155
TOTH FINANCIAL ADVISORY CORP 550.00%0.00%0.00%Q3 2022Q3 20235
Zullo Investment Group, Inc. 550.01%0.02%0.02%Q4 2021Q4 20225
NUANCE INVESTMENTS, LLC 410.02%0.16%0.21%Q4 2016Q2 20195
Mach-1 Financial Group, LLC 320.00%0.01%0.03%Q4 2020Q1 20225
Machina Capital S.A.S. 410.00%0.16%0.54%Q1 2019Q2 20225
SVB WEALTH LLC 310.00%0.25%0.44%Q4 2014Q3 20235
BARRETT & COMPANY, INC. 550.03%0.04%0.04%Q3 2022Q3 20235
ING GROEP NV 550.02%0.02%0.02%Q4 2013Q4 20145
1832 Asset Management L.P. 310.00%0.00%0.00%Q4 2019Q1 20235
Prime Capital Investment Advisors, LLC 320.00%0.01%0.01%Q3 2019Q3 20235
Dynamic Technology Lab Private Ltd 210.03%0.04%0.08%Q3 2015Q1 20235
Virginia National Bank 410.09%0.15%0.19%Q3 2018Q4 20195
Epic Trust Investment Advisors, LLC 550.32%0.43%0.62%Q3 2022Q3 20235
WELD CAPITAL MANAGEMENT LLC 410.07%0.26%0.54%Q1 2019Q2 20205
MQS Management LLC 210.13%0.18%0.34%Q4 2021Q3 20235
Pineno Levin & Ford Asset Management, Inc. 550.07%0.08%0.08%Q4 2020Q4 20215
PITCAIRN CO 550.04%0.05%0.07%Q3 2015Q3 20165
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 550.02%0.03%0.04%Q4 2015Q4 20165
Archon Partners LLC 551.53%2.07%2.58%Q1 2019Q1 20205
JANICZEK WEALTH MANAGEMENT, LLC 550.00%0.00%0.00%Q3 2021Q3 20225
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 210.00%0.01%0.01%Q3 2020Q3 20235
Wealthfront Advisers LLC 550.00%0.00%0.01%Q3 2022Q3 20235
Moon Capital Management, LLC 551.66%1.97%2.31%Q3 2013Q3 20145
Essex Financial Services, Inc. 550.16%0.17%0.18%Q3 2017Q3 20185
IndexIQ Advisors LLC 550.00%0.08%0.11%Q1 2021Q1 20225
Capital Returns Management, LLC 554.41%6.68%9.40%Q1 2019Q1 20205
AIA Investment Management Private Ltd 550.00%0.11%0.21%Q3 2019Q3 20205
Marcum Wealth, LLC 410.03%0.03%0.03%Q1 2022Q3 20235
BB&T INVESTMENT SERVICES, INC. 550.01%0.02%0.03%Q4 2016Q4 20175
Walleye Capital LLC 210.00%0.02%0.05%Q4 2020Q3 20235
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Capital One Investing, Inc. 440.08%0.09%0.10%Q4 2018Q3 20194
SMITH ASSET MANAGEMENT GROUP LP 440.94%1.09%1.24%Q2 2015Q1 20164
ACCURATE INVESTMENT SOLUTIONS, INC. 440.01%0.01%0.01%Q3 2017Q2 20184
ALPS ADVISORS INC 210.00%0.00%0.00%Q1 2020Q3 20234
Wagner Wealth Management, LLC 440.01%0.01%0.01%Q4 2017Q3 20184
Clearview Wealth Advisors LLC 440.00%0.00%0.00%Q4 2020Q3 20214
Spectrum Financial Alliance Ltd LLC 440.02%0.02%0.02%Q1 2018Q4 20184
Larson Financial Group LLC 210.00%0.00%0.00%Q1 2021Q4 20224
Edgestream Partners, L.P. 310.13%0.18%0.23%Q2 2021Q3 20224
Lakewood Asset Management LLC 440.52%0.55%0.62%Q4 2022Q3 20234
PROFUND ADVISORS LLC 220.01%0.01%0.01%Q4 2016Q1 20184
Linden Thomas Advisory Services, LLC 440.13%0.15%0.18%Q4 2022Q3 20234
ALPHASIMPLEX GROUP, LLC 440.38%0.46%0.57%Q1 2019Q4 20194
Colonial Trust Advisors 440.01%0.01%0.01%Q4 2022Q3 20234
Ritter Daniher Financial Advisory LLC / DE 440.00%0.02%0.04%Q4 2022Q3 20234
GRACE & WHITE INC /NY 440.12%0.81%1.42%Q2 2013Q1 20144
Colonial Trust Co / SC 440.00%0.02%0.05%Q4 2022Q3 20234
DENALI ADVISORS LLC 220.00%0.06%0.19%Q4 2021Q3 20234
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PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.02%Q4 2015Q3 20234
HARTFORD INVESTMENT MANAGEMENT CO 440.00%0.00%0.01%Q4 2015Q3 20164
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Achmea Investment Management B.V. 310.00%0.00%0.01%Q3 2021Q3 20224
Citizens Business Bank 440.09%0.10%0.10%Q3 2017Q2 20184
Aurora Investment Counsel 440.65%0.71%0.79%Q4 2022Q3 20234
RELIANCE TRUST CO OF DELAWARE 440.03%0.04%0.07%Q3 2015Q2 20164
Bleakley Financial Group, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Dai-ichi Life Holdings, Inc. 440.01%0.01%0.01%Q4 2015Q3 20164
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Pensionmark Financial Group, LLC 310.05%0.05%0.05%Q1 2021Q1 20224
AXXCESS WEALTH MANAGEMENT, LLC 440.03%0.04%0.06%Q4 2022Q3 20234
Camelot Portfolios, LLC 220.08%0.09%0.11%Q3 2019Q3 20214
MONEY CONCEPTS CAPITAL CORP 440.00%0.00%0.00%Q1 2022Q4 20224
ORRSTOWN FINANCIAL SERVICES INC 440.00%0.00%0.00%Q3 2017Q2 20184
DELTA LLOYD NV 440.03%0.03%0.03%Q4 2015Q3 20164
Carnegie Capital Asset Management, LLC 210.01%0.03%0.05%Q1 2018Q1 20214
Ascent Group, LLC 440.04%0.08%0.13%Q3 2022Q2 20234
Oak Thistle LLC 110.14%0.35%0.48%Q4 2021Q3 20234
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Kovitz Investment Group, LLC 440.01%0.06%0.11%Q2 2013Q1 20144
HANSEATIC MANAGEMENT SERVICES INC 440.13%0.31%0.49%Q3 2015Q2 20164
SANDERS MORRIS HARRIS LLC 440.08%0.16%0.38%Q2 2019Q1 20204
CADENCE CAPITAL MANAGEMENT LLC 440.16%0.18%0.19%Q4 2015Q3 20164
Manchester Capital Management LLC 440.04%0.04%0.04%Q4 2022Q3 20234
Wallace Advisory Group, LLC 440.33%0.34%0.36%Q4 2022Q3 20234
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LGT Financial Advisors LLC 440.33%0.40%0.52%Q4 2022Q3 20234
Perigon Wealth Management, LLC 440.03%0.03%0.04%Q4 2022Q3 20234
Flagstone Financial Management 440.16%0.18%0.20%Q4 2022Q3 20234
Squar Milner Financial Services LLC 220.00%0.00%0.00%Q1 2019Q1 20204
SYSTM Wealth Solutions LLC 440.17%0.19%0.21%Q4 2022Q3 20234
Employees Retirement System of Texas 440.01%0.02%0.03%Q3 2019Q2 20204
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Farther Finance Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Athanor Capital, LP 210.01%0.02%0.03%Q3 2019Q4 20204
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HIGH POINT BANK & TRUST CO 440.01%0.01%0.01%Q1 2016Q4 20164
Cedar Mountain Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Washington Trust Advisors, Inc. 440.00%0.00%0.00%Q4 2021Q3 20224
INSIGNEO ADVISORY SERVICES, LLC 440.11%0.15%0.20%Q4 2022Q3 20234
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ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 210.00%0.01%0.02%Q1 2021Q3 20234
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MU Investments Co., Ltd. 440.03%0.06%0.11%Q1 2016Q4 20164
Lombard Odier Asset Management (Europe) Ltd 310.01%0.04%0.08%Q2 2016Q3 20174
EPACRIA CAPITAL PARTNERS, LLC 441.30%1.61%1.90%Q4 2022Q3 20234
Mizuho Trust & Banking Co., Ltd. 440.06%0.06%0.06%Q4 2015Q3 20164
MASON STREET ADVISORS, LLC 440.00%0.01%0.03%Q4 2013Q3 20144
BEACON INVESTMENT ADVISORS LLC 440.24%0.27%0.29%Q4 2022Q3 20234
Advisory Alpha, LLC 310.01%0.01%0.01%Q1 2019Q1 20204
Kelman-Lazarov, Inc. 440.03%0.03%0.03%Q1 2016Q4 20164
Sebold Capital Management, Inc. 440.22%0.23%0.25%Q4 2022Q3 20234
Beacon Capital Management, Inc. 440.00%0.00%0.00%Q3 2015Q2 20164
BOYAR ASSET MANAGEMENT INC. 440.20%0.26%0.36%Q4 2022Q3 20234
Cutler Group LLC / CA 440.01%0.01%0.01%Q2 2016Q1 20174
Interval Partners, LP 440.04%0.19%0.26%Q4 2021Q3 20224
JNBA Financial Advisors 210.00%0.07%0.27%Q3 2016Q1 20224
Evergreen Wealth Management, LLC 442.41%3.09%3.64%Q4 2022Q3 20234
Y-Intercept (Hong Kong) Ltd 310.07%0.11%0.13%Q1 2022Q2 20234
KING LUTHER CAPITAL MANAGEMENT CORP 440.01%0.01%0.01%Q4 2022Q3 20234
ATTICUS WEALTH MANAGEMENT, LLC 440.16%0.17%0.19%Q1 2022Q4 20224
VIRGINIA WEALTH MANAGEMENT GROUP, INC. 440.15%0.43%0.79%Q4 2022Q3 20234
Corient Private Wealth LLC 440.00%0.00%0.01%Q4 2022Q3 20234
CIGNA INVESTMENTS INC /NEW 210.01%0.02%0.05%Q4 2017Q3 20234
RFG Advisory, LLC 310.02%0.03%0.03%Q3 2022Q3 20234
F&C Asset Management plc 440.16%0.19%0.22%Q2 2013Q1 20144
Gideon Capital Advisors, Inc. 310.08%0.24%0.49%Q1 2018Q1 20194
FIRST HORIZON CORP 440.00%0.00%0.00%Q3 2020Q2 20214
Baker Avenue Asset Management, LP 440.00%0.01%0.01%Q4 2022Q3 20234
Shinko Asset Management Co., Ltd. 440.00%0.00%0.00%Q4 2015Q3 20164
ASAHI LIFE ASSET MANAGEMENT CO., LTD. 310.03%0.05%0.06%Q2 2020Q3 20224
Zions Bancorporation 310.00%0.00%0.00%Q1 2017Q1 20184
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 310.02%0.05%0.06%Q4 2021Q3 20234
Clearstead Advisors, LLC 310.00%0.00%0.00%Q1 2022Q3 20234
Grey Owl Capital Management, LLC 446.66%7.49%7.94%Q4 2013Q3 20144
WEDBUSH SECURITIES INC 440.01%0.01%0.02%Q4 2022Q3 20234
Cumberland Partners Ltd 110.01%0.05%0.16%Q1 2019Q3 20234
Swift Run Capital 440.44%0.56%0.66%Q1 2020Q4 20204
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Exchange Capital Management, Inc. 310.00%0.00%0.00%Q4 2014Q3 20184
Ahrens Investment Partners LLC 310.02%0.03%0.03%Q4 2021Q1 20234
Realta Investment Advisors 440.00%0.00%0.00%Q1 2019Q4 20194
Summit Global Investments 440.02%0.02%0.02%Q4 2022Q3 20234
Maryland Capital Management 440.02%0.02%0.03%Q4 2021Q3 20224
OCCUDO QUANTITATIVE STRATEGIES LP 210.02%0.09%0.18%Q4 2020Q2 20234
Winch Advisory Services, LLC 440.02%0.03%0.03%Q2 2017Q1 20184
M&R CAPITAL MANAGEMENT INC 440.04%0.04%0.04%Q1 2023Q4 20234
Geneva Advisors, LLC 440.00%0.00%0.01%Q2 2015Q1 20164
True North Advisors, LLC 440.60%0.69%0.82%Q4 2022Q3 20234
AEGON ASSET MANAGEMENT UK PLC 440.03%0.04%0.04%Q4 2015Q3 20164
FLPUTNAM INVESTMENT MANAGEMENT CO 440.04%0.05%0.07%Q2 2013Q1 20144
Heartwood Wealth Advisors LLC 330.03%0.04%0.04%Q1 2023Q3 20233
Fund Management at Engine No. 1 LLC 330.04%0.04%0.04%Q1 2023Q3 20233
NWK Group, Inc. 330.00%0.00%0.01%Q3 2020Q1 20213
MARK SHEPTOFF FINANCIAL PLANNING, LLC 330.00%0.00%0.00%Q1 2016Q3 20163
TURNER INVESTMENTS LLC 330.38%0.40%0.43%Q2 2013Q4 20133
BOSTON FINANCIAL MANGEMENT LLC 330.01%0.01%0.01%Q1 2020Q3 20203
FRED ALGER MANAGEMENT, LLC 330.00%0.00%0.00%Q2 2022Q4 20223
Invictus RG 110.24%0.29%0.39%Q2 2016Q3 20173
Simplicity Solutions, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Total Clarity Wealth Management, Inc. 110.00%0.03%0.06%Q4 2019Q2 20223
Airain ltd 110.02%0.04%0.06%Q3 2014Q4 20163
Financial Advantage, Inc. 330.01%0.01%0.01%Q2 2013Q4 20133
Graham Capital Management, L.P. 330.01%0.02%0.03%Q1 2023Q3 20233
Southside Capital, LLC 332.31%2.50%2.68%Q2 2019Q4 20193
Weiss Multi-Strategy Advisers LLC 210.02%0.04%0.05%Q2 2017Q4 20213
Worth Venture Partners, LLC 330.36%0.57%0.73%Q1 2023Q3 20233
Harel Insurance Investments & Financial Services Ltd. 330.00%0.00%0.00%Q1 2022Q3 20223
CAPITAL GUARDIAN TRUST CO 210.00%0.00%0.00%Q3 2016Q3 20183
TWINBEECH CAPITAL LP 110.04%0.10%0.22%Q2 2021Q3 20223
Clear Harbor Asset Management, LLC 330.35%0.47%0.57%Q1 2023Q3 20233
T. Rowe Price Investment Management, Inc. 330.06%0.06%0.07%Q1 2023Q3 20233
Tarbox Family Office, Inc. 330.00%0.00%0.00%Q2 2019Q4 20193
CHOREO, LLC 330.04%0.04%0.05%Q2 2017Q4 20173
Spectrum Asset Management, Inc. (NB/CA) 330.84%0.92%1.03%Q3 2018Q1 20193
Lodestone Wealth Management LLC 330.26%0.27%0.29%Q1 2023Q3 20233
Annapolis Financial Services, LLC 330.02%0.03%0.03%Q1 2022Q3 20223
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
Axiom Investment Management LLC 330.16%0.17%0.18%Q4 2018Q2 20193
Edge Capital Group, LLC 330.04%0.05%0.05%Q3 2020Q1 20213
Connor, Clark & Lunn Investment Management Ltd. 330.00%0.01%0.01%Q1 2023Q3 20233
Essex Savings Bank 330.00%0.00%0.00%Q4 2018Q2 20193
Capital Bank & Trust Co 330.00%0.00%0.00%Q3 2018Q1 20193
CROFT-LEOMINSTER INC 330.08%0.08%0.09%Q2 2013Q4 20133
NEW VERNON INVESTMENT MANAGEMENT LLC 334.52%4.95%5.72%Q3 2019Q1 20203
Venturi Wealth Management, LLC 330.00%0.01%0.03%Q1 2023Q3 20233
Argent Wealth Management LLC 330.27%0.29%0.32%Q4 2019Q2 20203
BRYN MAWR CAPITAL MANAGEMENT INC 330.19%0.35%0.50%Q2 2013Q4 20133
OSTRUM ASSET MANAGEMENT 330.09%0.10%0.11%Q1 2023Q3 20233
Point72 Middle East FZE 210.04%0.04%0.06%Q4 2022Q3 20233
Engrave Wealth Partners LLC 330.01%0.01%0.02%Q4 2019Q2 20203
Bremer Bank National Association 210.01%0.03%0.04%Q1 2019Q3 20233
Kohlberg Kravis Roberts & Co. L.P. 330.01%0.02%0.03%Q2 2014Q4 20143
Roble, Belko & Company, Inc 330.08%0.09%0.09%Q2 2016Q4 20163
Burns Matteson Capital Management, LLC 330.34%0.39%0.43%Q3 2021Q1 20223
Castleview Partners, LLC 330.02%0.02%0.02%Q4 2022Q2 20233
PB INVESTMENT PARTNERS, L.P. 335.72%7.75%9.02%Q1 2023Q3 20233
Vinva Investment Management Ltd 330.04%0.04%0.05%Q1 2023Q3 20233
Farmers National Bank 210.05%0.05%0.06%Q2 2018Q2 20193
LEVEL FOUR ADVISORY SERVICES, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Capital Directions Investment Advisors, LLC 330.01%0.01%0.01%Q3 2019Q1 20203
JOYN Advisors, Inc. 330.01%0.01%0.01%Q2 2018Q4 20183
Eudaimonia Partners, LLC 330.01%0.01%0.01%Q3 2020Q1 20213
Standard Family Office LLC 330.00%0.00%0.00%Q4 2020Q2 20213
GAM SYSTEMATIC LLP 210.02%0.11%0.25%Q1 2015Q2 20163
MD Financial Management Inc. 330.05%0.06%0.06%Q2 2021Q4 20213
CITIZENS FINANCIAL GROUP INC/RI 330.00%0.00%0.00%Q2 2019Q4 20193
Pearl River Capital, LLC 210.10%0.25%0.34%Q1 2019Q1 20203
Watchman Group, Inc. 331.47%1.52%1.59%Q1 2023Q3 20233
IHT Wealth Management, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
MOODY LYNN & LIEBERSON, LLC 330.59%0.62%0.69%Q2 2013Q4 20133
Mizuho Asset Management Co.,Ltd. 210.03%0.03%0.03%Q4 2015Q3 20163
Strategic Investment Solutions, Inc. /IL 330.00%0.01%0.02%Q1 2023Q3 20233
WEALTHFRONT Corp 330.00%0.00%0.00%Q1 2015Q3 20153
TWIN CAPITAL MANAGEMENT INC 330.01%0.02%0.03%Q1 2018Q3 20183
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 330.33%0.37%0.39%Q1 2023Q3 20233
OLD MISSION CAPITAL LLC 210.02%0.11%0.19%Q2 2021Q3 20233
Rheos Capital Works Inc. 330.53%0.59%0.66%Q1 2023Q3 20233
Capital International Investors 330.07%0.09%0.10%Q3 2018Q1 20193
CWS Financial Advisors, LLC 210.08%0.08%0.09%Q1 2022Q3 20233
Mountain Road Advisors, LLC 218.49%9.81%10.59%Q4 2019Q3 20203
Fiera Capital Corp 330.01%0.01%0.01%Q2 2018Q4 20183
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 210.00%0.01%0.01%Q2 2013Q3 20163
XTX Topco Ltd 210.04%0.11%0.16%Q3 2021Q3 20233
GREENLEA LANE CAPITAL MANAGEMENT, LLC 333.18%10.82%17.10%Q1 2023Q3 20233
PUTNAM INVESTMENTS LLC 210.00%0.01%0.02%Q4 2013Q4 20143
Mendota Financial Group, LLC 210.11%0.11%0.11%Q4 2022Q3 20233
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 330.00%0.00%0.00%Q2 2015Q4 20153
Bellwether Advisors, LLC 330.01%0.01%0.01%Q3 2021Q1 20223
Quilter Plc 330.05%0.06%0.06%Q1 2023Q3 20233
MIRABELLA FINANCIAL SERVICES LLP 210.02%0.57%1.02%Q2 2021Q3 20223
Stonebridge Capital Advisors LLC 210.00%0.04%0.05%Q3 2017Q2 20193
McAdam, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Banyan Partners, LLC 210.03%0.61%0.92%Q3 2013Q3 20143
Haafor (Singapore) Pte. Ltd. 210.24%0.38%0.52%Q4 2019Q4 20203
GROUP ONE TRADING, L.P. 330.00%0.00%0.00%Q4 2022Q2 20233
Belpointe Asset Management LLC 210.00%0.03%0.07%Q3 2018Q1 20233
GRIFFIN ASSET MANAGEMENT, INC. 330.03%0.03%0.04%Q2 2019Q4 20193
Choate Investment Advisors 330.02%0.02%0.02%Q2 2018Q4 20183
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 330.87%1.28%1.72%Q1 2023Q3 20233
Gryphon Financial Partners LLC 330.00%0.00%0.00%Q4 2017Q2 20183
Aquatic Capital Management LLC 210.09%0.17%0.24%Q2 2022Q3 20233
SILVERLAKE WEALTH MANAGEMENT LLC 210.11%0.12%0.12%Q1 2022Q3 20233
CAPITAL ONE FINANCIAL CORP 330.03%0.04%0.04%Q1 2020Q3 20203
Acorn Wealth Advisors, LLC 330.04%0.04%0.04%Q4 2017Q2 20183
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. 330.01%0.01%0.01%Q2 2017Q4 20173
PZENA INVESTMENT MANAGEMENT LLC 210.00%0.00%0.00%Q4 2022Q3 20233
BRC Investment Management LLC 211.24%1.89%2.66%Q2 2015Q3 20163
Syntal Capital Partners, LLC 330.11%0.19%0.26%Q4 2014Q2 20153
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 330.03%0.03%0.03%Q4 2013Q2 20143
Intercontinental Wealth Advisors, LLC 330.18%0.19%0.21%Q4 2022Q2 20233
Ground Swell Capital, LLC 110.08%0.51%0.99%Q3 2014Q3 20233
Fiduciary Alliance LLC 210.01%0.33%0.52%Q4 2022Q3 20233
Corton Capital Inc. 210.10%0.21%0.34%Q1 2022Q2 20233
Ameritas Investment Company, LLC 210.00%0.01%0.01%Q4 2019Q1 20213
ACADIAN ASSET MANAGEMENT LLC 210.00%0.00%0.00%Q4 2020Q3 20233
FLOSSBACH VON STORCH AG 110.00%0.00%0.00%Q1 2022Q2 20233
Liontrust Investment Partners LLP 330.03%0.03%0.04%Q1 2023Q3 20233
SELECT EQUITY GROUP INC 222.71%2.77%2.84%Q2 2013Q3 20132
Canton Hathaway, LLC 110.00%0.03%0.06%Q3 2020Q1 20212
Bellwether Investment Group, LLC 220.01%0.03%0.04%Q4 2016Q1 20172
Invictus RG Pte. Ltd. 110.17%0.21%0.26%Q2 2013Q2 20152
Dixon Hughes Goodman Wealth Advisors LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Executive Wealth Management, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
NorthCrest Asset Manangement, LLC 220.15%0.16%0.16%Q1 2023Q2 20232
Zweig-DiMenna Associates LLC 220.42%0.43%0.44%Q3 2019Q4 20192
Wilmington Funds Management Corp 220.02%0.02%0.02%Q4 2013Q1 20142
Truvestments Capital LLC 220.01%0.01%0.01%Q2 2023Q3 20232
CHUBB CORP 225.63%8.86%12.08%Q2 2013Q3 20132
Evanson Asset Management, LLC 220.13%0.13%0.14%Q2 2015Q3 20152
Alera Investment Advisors, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Whitnell & Co. 220.01%0.01%0.01%Q4 2016Q1 20172
ADVANTAGE INVESTMENT MANAGEMENT, LLC 220.01%0.01%0.01%Q4 2014Q1 20152
Oak Grove Capital LLC 220.14%0.14%0.15%Q2 2023Q3 20232
Lenox Wealth Advisors, LLC 220.01%0.01%0.01%Q3 2021Q4 20212
Steward Financial Group LLC 110.00%0.00%0.00%Q2 2022Q3 20232
HUTCHENS INVESTMENT MANAGEMENT INC 110.00%0.06%0.13%Q4 2014Q4 20172
Beech Hill Advisors, Inc. 220.09%0.09%0.10%Q4 2020Q1 20212
CERTUITY, LLC 220.05%0.05%0.05%Q3 2021Q4 20212
Meristem Family Wealth, LLC 220.03%0.04%0.04%Q4 2021Q1 20222
BOK Financial Private Wealth, Inc. 220.01%0.01%0.01%Q2 2023Q3 20232
Capitolis Advisors LLC 220.01%0.01%0.01%Q3 2021Q4 20212
LOOMIS SAYLES & CO L P 110.00%0.00%0.00%Q1 2022Q3 20232
STIFEL NICOLAUS & CO INC \MO\ 220.01%0.01%0.01%Q2 2013Q3 20132
Park Place Capital Corp 220.00%0.00%0.00%Q2 2023Q3 20232
Artemis Investment Management LLP 220.14%0.18%0.22%Q3 2016Q4 20162
Brookstone Capital Management 220.00%0.00%0.00%Q2 2015Q3 20152
LMR Partners LLP 220.01%0.01%0.01%Q2 2020Q3 20202
Ada Investment Management, LP 220.17%0.23%0.30%Q3 2015Q4 20152
Petrus Trust Company, LTA 220.03%0.03%0.03%Q1 2023Q2 20232
Perimeter Capital Partners, LLC 220.08%0.09%0.09%Q2 2013Q3 20132
ADVISOR PARTNERS II, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
ALBION FINANCIAL GROUP /UT 220.06%0.06%0.07%Q4 2021Q1 20222
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 110.00%0.00%0.00%Q1 2022Q3 20232
Allred Capital Management, LLC 110.04%0.04%0.04%Q4 2019Q1 20212
DUALITY ADVISERS, LP 220.02%0.22%0.42%Q2 2022Q3 20222
Aptus Capital Advisors, LLC 110.01%0.01%0.01%Q1 2022Q3 20232
Delphia (USA) Inc. 220.33%0.41%0.49%Q1 2023Q2 20232
SECURITY NATIONAL TRUST CO 220.01%0.01%0.01%Q4 2019Q1 20202
FJ Capital Management LLC 110.07%0.08%0.09%Q1 2022Q4 20222
BIRINYI ASSOCIATES INC 220.61%0.71%0.80%Q3 2016Q4 20162
Railway Pension Investments Ltd 110.02%0.05%0.08%Q4 2018Q4 20192
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 220.08%0.08%0.09%Q1 2014Q2 20142
Avion Wealth 110.00%0.00%0.00%Q1 2023Q3 20232
Homrich & Berg 110.01%0.01%0.01%Q4 2017Q3 20212
Quantum Capital Management, LLC / NJ 220.92%1.07%1.23%Q4 2021Q1 20222
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2021Q3 20222
Emerald Acquisition Ltd. 220.15%0.20%0.24%Q2 2016Q3 20162
CenterStar Asset Management, LLC 110.01%0.04%0.08%Q1 2020Q1 20202
Lavaca Capital LLC 220.02%0.02%0.02%Q4 2018Q1 20192
OPTIMUM INVESTMENT ADVISORS 220.02%0.02%0.02%Q3 2013Q4 20132
Dynamic Advisor Solutions LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Bayesian Capital Management, LP 220.05%0.06%0.07%Q3 2022Q4 20222
GENERAL ELECTRIC CO 220.05%0.08%0.10%Q2 2013Q3 20132
MACKAY SHIELDS LLC 110.01%0.02%0.02%Q4 2018Q1 20202
VERUS CAPITAL PARTNERS, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
SEVEN EIGHT CAPITAL, LP 110.07%0.09%0.10%Q2 2022Q2 20232
Graham Holdings Co Master Retirement Trust 2215.75%15.99%16.24%Q2 2023Q3 20232
Resurgent Financial Advisors LLC 220.18%0.19%0.19%Q2 2023Q3 20232
NORTHERN TRUST CO OF CONNECTICUT 220.02%0.02%0.02%Q2 2013Q3 20132
BT Wealth Management LLC 110.06%0.08%0.11%Q4 2018Q1 20222
AXQ CAPITAL, LP 110.19%0.46%0.73%Q4 2022Q2 20232
Chapman Investment Management, LLC 224.58%5.35%6.13%Q2 2023Q3 20232
TimesSquare Capital Management, LLC 220.20%0.27%0.35%Q4 2022Q1 20232
Summit Trail Advisors, LLC 220.03%0.03%0.04%Q4 2017Q1 20182
Signition LP 220.31%0.34%0.38%Q4 2017Q1 20182
Fidelis Capital Partners, LLC 220.08%0.08%0.09%Q2 2023Q3 20232
Mine & Arao Wealth Creation & Management, LLC. 220.01%0.01%0.01%Q2 2023Q3 20232
Alpine Global Management, LLC 220.05%0.10%0.16%Q1 2015Q2 20152
LEUTHOLD GROUP, LLC 220.42%0.43%0.44%Q1 2022Q2 20222
Nine Chapters Capital Management LLC 110.05%0.19%0.33%Q2 2013Q3 20152
Wilmington Trust, National Association 220.02%0.02%0.02%Q1 2014Q2 20142
FAIRFIELD, BUSH & CO. 110.04%0.06%0.08%Q2 2022Q2 20232
Polen Capital Management 220.00%0.00%0.00%Q2 2023Q3 20232
Optimal Asset Management, Inc. 220.12%0.19%0.27%Q4 2019Q1 20202
MCIA Inc 220.00%0.00%0.01%Q2 2017Q3 20172
B. Riley Wealth Management, Inc. 220.02%0.02%0.02%Q1 2014Q2 20142
Cresta Advisors, Ltd. 220.28%0.32%0.36%Q3 2022Q4 20222
Gleason Group, Inc. 220.01%0.01%0.01%Q3 2022Q4 20222
WealthBridge Capital Management, LLC 220.00%0.00%0.01%Q4 2018Q1 20192
Hosking & Co Ltd 220.37%0.38%0.39%Q1 2015Q2 20152
Headlands Technologies LLC 220.00%0.02%0.05%Q2 2023Q3 20232
Archer Investment Corp 220.00%0.00%0.00%Q2 2023Q3 20232
Harbour Capital Advisors, LLC 220.09%0.10%0.11%Q4 2018Q1 20192
EXCHANGE TRADED CONCEPTS, LLC 220.10%0.18%0.25%Q1 2020Q2 20202
ISTHMUS PARTNERS, LLC 110.00%0.08%0.16%Q3 2018Q1 20192
TIAA, FSB 110.00%0.00%0.00%Q2 2022Q4 20222
JUMP TRADING, LLC 110.01%0.09%0.17%Q3 2019Q1 20202
Spot Trading L.L.C 110.00%0.00%0.01%Q1 2015Q1 20152
Pine River Capital Management L.P. 110.01%0.01%0.02%Q3 2014Q4 20162
Camarda Financial Advisors, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Meiji Yasuda Life Insurance Co 110.01%0.01%0.01%Q4 2020Q2 20212
DAYMARK WEALTH PARTNERS, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
UniSuper Management Pty Ltd 220.00%0.00%0.00%Q2 2023Q3 20232
INTREPID CAPITAL MANAGEMENT INC 221.02%1.04%1.07%Q2 2023Q3 20232
CM WEALTH ADVISORS LLC 220.08%0.24%0.40%Q1 2023Q2 20232
LATHROP INVESTMENT MANAGEMENT CORP 221.32%1.77%2.21%Q2 2023Q3 20232
OUTFITTER ADVISORS, LTD. 220.36%0.39%0.42%Q1 2018Q2 20182
ARBOR CAPITAL MANAGEMENT LLC 220.78%0.79%0.79%Q3 2015Q4 20152
Hayden Royal, LLC 220.14%0.15%0.16%Q4 2019Q1 20202
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
B. Riley Wealth Advisors, Inc. 110.00%0.00%0.01%Q2 2014Q4 20142
RITHOLTZ WEALTH MANAGEMENT 110.01%0.01%0.02%Q3 2022Q3 20232
Campbell & CO Investment Adviser LLC 110.14%0.47%0.80%Q4 2014Q3 20152
Keel Point, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
Krilogy Financial LLC 110.01%0.01%0.01%Q3 2015Q3 20151
Segantii Capital Management Ltd 110.51%0.51%0.51%Q3 2015Q3 20151
Kalos Management, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
Icon Wealth Partners, LLC 110.05%0.05%0.05%Q2 2020Q2 20201
SHERBROOKE PARK ADVISERS LLC 110.26%0.26%0.26%Q3 2023Q3 20231
Tortoise Investment Management, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
BOKF, NA 110.00%0.00%0.00%Q3 2023Q3 20231
BREMER TRUST NATIONAL ASSOCIATION 110.01%0.01%0.01%Q4 2018Q4 20181
MANA Advisors LLC 110.44%0.44%0.44%Q2 2019Q2 20191
Santori & Peters, Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
CoreCap Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Sciencast Management LP 110.14%0.14%0.14%Q2 2017Q2 20171
Busey Bank 110.00%0.00%0.00%Q4 2019Q4 20191
TRANSCEND CAPITAL ADVISORS, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
AlphaCore Capital LLC 110.28%0.28%0.28%Q4 2019Q4 20191
AJO, LP 110.06%0.06%0.06%Q4 2020Q4 20201
ROCKLAND TRUST CO 110.00%0.00%0.00%Q4 2018Q4 20181
Cerebellum GP, LLC 110.30%0.30%0.30%Q3 2020Q3 20201
D. SCOTT NEAL, INC. 110.01%0.01%0.01%Q3 2017Q3 20171
United American Securities Inc. (d/b/a UAS Asset Management) 110.18%0.18%0.18%Q2 2013Q2 20131
StellarOne CORP 110.04%0.04%0.04%Q3 2013Q3 20131
Modera Wealth Management, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Kepos Capital LP 110.55%0.55%0.55%Q4 2018Q4 20181
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Neuburgh Advisers LLC 110.00%0.00%0.00%Q3 2017Q3 20171
LMR Master Fund Ltd 110.40%0.40%0.40%Q2 2013Q2 20131
Providence Capital Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Lyon Street Capital, LLC 111.65%1.65%1.65%Q1 2022Q1 20221
Wealthstar Advisors, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
American Trust 110.01%0.01%0.01%Q1 2022Q1 20221
Waverly Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
WESTERN FINANCIAL Corp 110.30%0.30%0.30%Q2 2022Q2 20221
Lansing Street Advisors 110.00%0.00%0.00%Q4 2022Q4 20221
Harvest Investment Services, LLC 110.48%0.48%0.48%Q3 2023Q3 20231
Venture Visionary Partners LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
COMERICA SECURITIES,INC. 110.01%0.01%0.01%Q4 2022Q4 20221
WOODMONT INVESTMENT COUNSEL LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Wealthspire Advisors, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Blue Sky Asset Management, LLC 110.09%0.09%0.09%Q2 2018Q2 20181
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
Seacliff Capital, LLC 111.46%1.46%1.46%Q1 2019Q1 20191
Qtron Investments LLC 110.14%0.14%0.14%Q3 2023Q3 20231
LGT CAPITAL PARTNERS LTD. 110.24%0.24%0.24%Q1 2015Q1 20151
CALTON & ASSOCIATES, INC. 110.02%0.02%0.02%Q4 2017Q4 20171
BANQUE PICTET & CIE SA 110.00%0.00%0.00%Q4 2022Q4 20221
TCG Advisory Services, LLC 110.10%0.10%0.10%Q1 2021Q1 20211
Astrantus Ltd 110.18%0.18%0.18%Q4 2021Q4 20211
QCI ASSET MANAGEMENT INC/NY 110.00%0.00%0.00%Q2 2017Q2 20171
Irish Life Investment Managers Ltd. 110.02%0.02%0.02%Q2 2013Q2 20131
FENIMORE ASSET MANAGEMENT TRUST 113.53%3.53%3.53%Q3 2013Q3 20131
CHASE INVESTMENT COUNSEL CORP 110.33%0.33%0.33%Q3 2023Q3 20231
Northstar Group, Inc. 110.30%0.30%0.30%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
Financial Gravity Companies, Inc. 110.00%0.00%0.00%Q4 2017Q4 20171
MCDONALD PARTNERS LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Fort Sheridan Advisors LLC 110.28%0.28%0.28%Q2 2020Q2 20201
Manteio Capital LLC 110.96%0.96%0.96%Q4 2021Q4 20211
Allen Mooney & Barnes Investment Advisors LLC 110.32%0.32%0.32%Q3 2023Q3 20231
Ariel Investments 110.15%0.15%0.15%Q2 2013Q2 20131
iA Global Asset Management Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Meridian Wealth Management, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Asio Capital, LLC 110.06%0.06%0.06%Q4 2019Q4 20191
Acrospire Investment Management LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Spark Investment Management LLC 110.08%0.08%0.08%Q2 2019Q2 20191
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Parplus Partners 110.06%0.06%0.06%Q4 2019Q4 20191
Strategic Blueprint, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
C M BIDWELL & ASSOCIATES LTD 110.00%0.00%0.00%Q3 2020Q3 20201
THOROUGHBRED FINANCIAL SERVICES, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Legacy Capital Wealth Partners, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
GW&K Investment Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Pictet Asset Management Holding SA 110.01%0.01%0.01%Q3 2023Q3 20231
VIRGINIA RETIREMENT SYSTEM 110.00%0.00%0.00%Q1 2016Q1 20161
CANTOR FITZGERALD, L. P. 110.38%0.38%0.38%Q3 2023Q3 20231
Analyst IMS Investment Management Services Ltd. 110.01%0.01%0.01%Q3 2018Q3 20181
GIRARD PARTNERS LTD. 110.02%0.02%0.02%Q3 2018Q3 20181
Ridgemont Partners Management, LLC 1124.69%24.69%24.69%Q2 2013Q2 20131
StoneX Group Inc. 110.07%0.07%0.07%Q2 2017Q2 20171
WealthShield Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Reynders McVeigh Capital Management, LLC 110.05%0.05%0.05%Q3 2019Q3 20191
RVW Wealth, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Ostrum Asset Management U.S., LLC 110.05%0.05%0.05%Q4 2018Q4 20181
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Raleigh Capital Management Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Apollon Wealth Management, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Riverview Capital Advisers, LLC 112.81%2.81%2.81%Q4 2021Q4 20211
Arete Wealth Advisors, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Next Capital Management LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Krane Funds Advisors LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Ten Capital Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.04%0.04%0.04%Q4 2019Q4 20191
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Hutchin Hill Capital, LP 110.03%0.03%0.03%Q2 2017Q2 20171
FIL Ltd 110.01%0.01%0.01%Q4 2019Q4 20191
DFPG INVESTMENTS, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Tradeworx Inc. 110.14%0.14%0.14%Q1 2013Q1 20131
TIEDEMANN ADVISORS, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
NinePointTwo Capital LLC 110.15%0.15%0.15%Q2 2022Q2 20221
MENTA CAPITAL LLC 110.21%0.21%0.21%Q4 2014Q4 20141
NewEdge Wealth, LLC 110.03%0.03%0.03%Q2 2022Q2 20221
Cornerstone Wealth Management, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Arkadios Wealth Advisors 110.01%0.01%0.01%Q3 2020Q3 20201
Measured Wealth Private Client Group, LLC 110.05%0.05%0.05%Q3 2018Q3 20181
FFT WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q2 2021Q2 20211
SOLARIS ASSET MANAGEMENT LLC 110.01%0.01%0.01%Q3 2016Q3 20161
HERITAGE INVESTORS MANAGEMENT CORP 110.01%0.01%0.01%Q3 2021Q3 20211
Arlington Trust Co LLC 110.01%0.01%0.01%Q3 2023Q3 20231
MUFG Securities EMEA plc 110.05%0.05%0.05%Q4 2019Q4 20191
Navigation Wealth Management, Inc. 110.05%0.05%0.05%Q3 2021Q3 20211
Hikari Tsushin, Inc. 110.04%0.04%0.04%Q2 2019Q2 20191
Cape Investment Advisory, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
One Capital Management, LLC 110.03%0.03%0.03%Q2 2020Q2 20201
Virtus ETF Advisers LLC 110.24%0.24%0.24%Q2 2022Q2 20221
New Capital Management LP 110.01%0.01%0.01%Q4 2020Q4 20201
IBEX WEALTH ADVISORS 110.00%0.00%0.00%Q3 2021Q3 20211
Financial Security Advisor, Inc. 110.26%0.26%0.26%Q3 2023Q3 20231
Hyperion Asset Management Ltd 110.05%0.05%0.05%Q1 2020Q1 20201
NWAM LLC 110.05%0.05%0.05%Q3 2018Q3 20181
Lombard Odier Asset Management (Switzerland) SA 110.10%0.10%0.10%Q3 2014Q3 20141
Vestpro Financial Partners, Inc. dba CPF Texas 110.02%0.02%0.02%Q3 2018Q3 20181
Vulcan Value Partners, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
Fosun International Ltd 110.04%0.04%0.04%Q1 2022Q1 20221
Neuberger Berman Canada ULC 110.13%0.13%0.13%Q2 2013Q2 20131
Wakefield Asset Management LLLP 110.07%0.07%0.07%Q2 2022Q2 20221
Laurel Wealth Advisors, Inc. 110.06%0.06%0.06%Q1 2018Q1 20181
CAPITAL ONE, NATIONAL ASSOCIATION 110.05%0.05%0.05%Q4 2019Q4 20191
MARINO, STRAM & ASSOCIATES LLC 110.15%0.15%0.15%Q2 2021Q2 20211
Nilsine Partners, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Locust Wood Capital Advisers 112.42%2.42%2.42%Q2 2013Q2 20131
WealthStone, Inc. 110.24%0.24%0.24%Q2 2020Q2 20201
SBK Financial, Inc. 110.07%0.07%0.07%Q4 2021Q4 20211
GENERAL MOTORS INVESTMENT MANAGEMENT CORP 110.08%0.08%0.08%Q2 2013Q2 20131
MAI Capital Management 110.00%0.00%0.00%Q3 2023Q3 20231
Bristlecone Advisors, LLC 110.02%0.02%0.02%Q3 2017Q3 20171
Trek Financial, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
ROCKEFELLER FINANCIAL SERVICES INC 110.00%0.00%0.00%Q1 2016Q1 20161
West Tower Group, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Atlas Private Wealth Advisors 110.00%0.00%0.00%Q1 2021Q1 20211
Goldstein Advisors, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
NEXT Financial Holdings 110.01%0.01%0.01%Q1 2019Q1 20191
DUBUQUE BANK & TRUST CO 110.00%0.00%0.00%Q1 2019Q1 20191
Sterling Investment Advisors, Ltd. 110.00%0.00%0.00%Q3 2018Q3 20181
Amalgamated Financial Corp. 110.02%0.02%0.02%Q1 2022Q1 20221
ROGCO, LP 110.05%0.05%0.05%Q3 2023Q3 20231
RIVERHEAD CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q3 2017Q3 20171
SAC Capital Advisors LP 110.01%0.01%0.01%Q2 2013Q2 20131
ALLSTATE CORP 110.01%0.01%0.01%Q2 2020Q2 20201
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 110.00%0.00%0.00%Q2 2021Q2 20211
Annis Gardner Whiting Capital Advisors, LLC 110.64%0.64%0.64%Q3 2023Q3 20231
Baltimore-Washington Financial Advisors Inc. 110.01%0.01%0.01%Q3 2013Q3 20131
MBM Wealth Consultants, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Leucadia National 110.00%0.00%0.00%Q3 2023Q3 20231
Willingdon Wealth Management 110.01%0.01%0.01%Q4 2018Q4 20181
Silver Bridge Capital Management LLC 110.07%0.07%0.07%Q2 2013Q2 20131
Retirement Planning Co of New England, Inc. 110.07%0.07%0.07%Q4 2021Q4 20211
Ellis Investment Partners, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
OLIO Financial Planning 110.13%0.13%0.13%Q3 2023Q3 20231
Cordant, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Sheaff Brock Investment Advisors, LLC 110.02%0.02%0.02%Q4 2015Q4 20151
Founders Financial Alliance, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Laurion Capital Management LP 110.00%0.00%0.00%Q2 2023Q2 20231
BBVA USA Bancshares, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Nebula Research & Development LLC 110.47%0.47%0.47%Q2 2023Q2 20231
First Bank & Trust 110.00%0.00%0.00%Q2 2019Q2 20191
MBL Wealth, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Claro Advisors LLC 110.12%0.12%0.12%Q4 2018Q4 20181
361 CAPITAL LLC 110.50%0.50%0.50%Q1 2020Q1 20201
FLOW TRADERS U.S. LLC 110.00%0.00%0.00%Q2 2013Q2 20131
BNC WEALTH MANAGEMENT, LLC 110.04%0.04%0.04%Q3 2020Q3 20201
NBT BANK N A /NY 110.05%0.05%0.05%Q3 2023Q3 20231
KLCM Advisors, Inc. 110.07%0.07%0.07%Q2 2015Q2 20151
GQ Asset Management, LLC 110.11%0.11%0.11%Q4 2019Q4 20191
Global Wealth Management Investment Advisory, Inc. 110.01%0.01%0.01%Q4 2018Q4 20181
CNB Bank 110.00%0.00%0.00%Q2 2019Q2 20191
Heritage Financial Services, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Stanley-Laman Group, Ltd. 110.04%0.04%0.04%Q2 2022Q2 20221
ALPINE ASSOCIATES ADVISORS 110.30%0.30%0.30%Q2 2013Q2 20131
Crosspoint Capital Strategies, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Versor Investments LP 110.32%0.32%0.32%Q3 2023Q3 20231
PNC Managed Account Solutions, Inc. 110.01%0.01%0.01%Q2 2021Q2 20211
Port Capital LLC 110.75%0.75%0.75%Q4 2017Q4 20171
Argent Advisors, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Ford Financial Group, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Farmer Steven Patrick 111.02%1.02%1.02%Q2 2022Q2 20221
WIPFLI FINANCIAL ADVISORS LLC, 110.03%0.03%0.03%Q3 2022Q3 20221
Centerpoint Advisors, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
HOLLENCREST CAPITAL MANAGEMENT 110.00%0.00%0.00%Q4 2022Q4 20221
McNamara Financial Services, Inc. 110.13%0.13%0.13%Q4 2014Q4 20141
Meadow Creek Investment Management LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Lee Financial Co 110.01%0.01%0.01%Q2 2023Q2 20231
Weiss Asset Management LP 110.04%0.04%0.04%Q1 2022Q1 20221
Godshalk Welsh Capital Management, Inc. 110.03%0.03%0.03%Q4 2014Q4 20141
Stone Ridge Asset Management LLC 110.03%0.03%0.03%Q2 2020Q2 20201
QRG CAPITAL MANAGEMENT, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Glen Harbor Capital Management LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Csenge Advisory Group 110.03%0.03%0.03%Q3 2018Q3 20181
Claraphi Advisory Network, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Clearwater Capital Advisors, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
GUARDIAN WEALTH ADVISORS, LLC / NC 110.04%0.04%0.04%Q3 2023Q3 20231
TFS CAPITAL LLC 110.02%0.02%0.02%Q2 2013Q2 20131
Values First Advisors, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Vident Advisory, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Next Level Private LLC 110.81%0.81%0.81%Q2 2022Q2 20221
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 110.21%0.21%0.21%Q1 2020Q1 20201
V Wealth Advisors LLC 110.01%0.01%0.01%Q2 2017Q2 20171
Jump Trading, LLC 110.04%0.04%0.04%Q2 2018Q2 20181
Elkfork Partners LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Kinloch Capital, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
SIGMA INVESTMENT COUNSELORS INC 110.03%0.03%0.03%Q3 2017Q3 20171
PenderFund Capital Management Ltd. 110.57%0.57%0.57%Q4 2017Q4 20171
Inscription Capital, LLC 110.10%0.10%0.10%Q2 2021Q2 20211
True Wealth Design, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 110.72%0.72%0.72%Q4 2016Q4 20161
Red Door Wealth Management, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
VIRGINIA RETIREMENT SYSTEMS ET AL 110.00%0.00%0.00%Q4 2015Q4 20151
HBK Sorce Advisory LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Karp Capital Management Corp 110.03%0.03%0.03%Q1 2017Q1 20171
ONTARIO TEACHERS PENSION PLAN BOARD 110.01%0.01%0.01%Q3 2023Q3 20231
Redwood Investments, LLC 110.11%0.11%0.11%Q2 2013Q2 20131
CHILDRESS CAPITAL ADVISORS, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Aquire Wealth Advisors, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.05%0.05%0.05%Q1 2017Q1 20171
Price Capital Management, Inc. 110.45%0.45%0.45%Q1 2015Q1 20151
ETRADE Capital Management LLC 110.00%0.00%0.00%Q3 2013Q3 20131
Personal Capital Advisors Corp 110.00%0.00%0.00%Q4 2021Q4 20211
Private Ocean, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
CLEAR STREET MARKETS LLC 110.07%0.07%0.07%Q1 2017Q1 20171
Altus Wealth Group LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Lebenthal Asset Management, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
PIEDMONT INVESTMENT ADVISORS INC 110.00%0.00%0.00%Q2 2018Q2 20181
DELTEC ASSET MANAGEMENT LLC 110.50%0.50%0.50%Q3 2015Q3 20151
CVA Family Office, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Paragon Capital Management Ltd 110.00%0.00%0.00%Q4 2021Q4 20211
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
Strategic Asset Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Capital Asset Advisory Services LLC 110.00%0.00%0.00%Q4 2020Q4 20201
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
MONOGRAPH WEALTH ADVISORS, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
MONETA GROUP INVESTMENT ADVISORS LLC 110.01%0.01%0.01%Q3 2015Q3 20151
Financial Consulate Inc. 110.12%0.12%0.12%Q2 2021Q2 20211
WORLDQUANT MILLENNIUM ADVISORS LLC 110.01%0.01%0.01%Q3 2023Q3 20231
CI Global Investments Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
Reby Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
BOGLE INVESTMENT MANAGEMENT L P /DE/ 110.39%0.39%0.39%Q3 2018Q3 20181
F3Logic, LLC 110.24%0.24%0.24%Q3 2020Q3 20201
WOLVERINE ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q2 2021Q2 20211
FinTrust Capital Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
INCEPTIONR LLC 110.27%0.27%0.27%Q4 2022Q4 20221
AXS Investments LLC 110.08%0.08%0.08%Q3 2021Q3 20211
Guidance Point Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Compass Ion Advisors, LLC 110.28%0.28%0.28%Q3 2023Q3 20231
Jane Street Holding, LLC 110.01%0.01%0.01%Q3 2013Q3 20131
Foundation Asset Management, LP 112.06%2.06%2.06%Q4 2017Q4 20171
ASPIRIANT, LLC 110.11%0.11%0.11%Q4 2021Q4 20211
BENJAMIN EDWARDS INC 110.00%0.00%0.00%Q1 2023Q1 20231
Grey Fox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
AGF MANAGEMENT LTD 110.00%0.00%0.00%Q4 2022Q4 20221
External links

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