MITSUBISHI UFJ FINL GROUP IN shareholder history

Current and past MITSUBISHI UFJ FINL GROUP IN shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
HUNTINGTON NATIONAL BANK 59590.00%0.01%0.03%Q1 2009Q3 202359
BARCLAYS PLC 2520.00%0.00%0.00%Q2 2013Q3 202353
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1010.00%0.00%0.00%Q2 2013Q3 202348
GOLDMAN SACHS GROUP INC 4240.00%0.01%0.02%Q1 2012Q3 202346
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202344
BRANDES INVESTMENT PARTNERS, LP 44440.04%0.67%1.26%Q4 2012Q3 202344
Freedom Investment Management, Inc. 43430.01%0.02%0.14%Q1 2013Q3 202343
Citadel Advisors 810.00%0.00%0.01%Q2 2013Q3 202343
First Horizon Advisors, Inc. 4210.00%0.00%0.03%Q1 2012Q3 202343
CIBC WORLD MARKET INC. 42420.01%0.02%0.03%Q2 2013Q3 202342
GLENMEDE TRUST CO NA 42420.00%0.01%0.04%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.00%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.01%0.04%Q2 2013Q3 202342
TODD ASSET MANAGEMENT LLC 42420.23%0.40%0.76%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.00%0.01%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.00%0.01%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 42420.00%0.00%0.00%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.01%0.01%0.02%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.01%0.01%0.03%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
NATIXIS ADVISORS, L.P. 42420.02%0.10%0.29%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.01%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.02%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.01%0.03%0.07%Q2 2013Q3 202342
M&T BANK CORP 42420.00%0.01%0.02%Q2 2013Q3 202342
JFS WEALTH ADVISORS, LLC 42420.00%0.02%0.05%Q2 2013Q3 202342
Aristotle Capital Management, LLC 42420.77%1.22%1.79%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.03%Q2 2013Q3 202342
STATE STREET CORP 42420.00%0.00%0.00%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.00%0.01%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.01%Q2 2013Q3 202342
Laird Norton Wetherby Wealth Management, LLC 22190.01%0.12%0.26%Q2 2013Q3 202341
JOHNSON INVESTMENT COUNSEL INC 27140.00%0.01%0.01%Q2 2013Q3 202341
Renaissance Technologies 21200.00%0.02%0.04%Q2 2013Q3 202341
D. E. Shaw & Co., Inc. 41410.00%0.01%0.02%Q2 2013Q2 202341
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 3650.05%0.11%0.20%Q2 2013Q3 202341
FINANCIAL COUNSELORS INC 28130.00%0.01%0.02%Q2 2013Q3 202341
OLD NATIONAL BANCORP /IN/ 3560.01%0.02%0.07%Q2 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.00%Q2 2013Q3 202341
Advisors Asset Management, Inc. 3370.00%0.01%0.04%Q2 2013Q3 202340
Checchi Capital Advisers, LLC 40400.02%0.05%0.11%Q4 2013Q3 202340
FDx Advisors, Inc. 3820.00%0.07%0.51%Q2 2013Q3 202340
TOCQUEVILLE ASSET MANAGEMENT L.P. 3820.02%0.08%0.29%Q2 2013Q3 202340
Creative Planning 2320.00%0.00%0.02%Q2 2013Q3 202340
Moors & Cabot, Inc. 39390.02%0.04%0.08%Q1 2014Q3 202339
DEUTSCHE BANK AG\ 25140.00%0.00%0.00%Q4 2013Q3 202339
STIFEL FINANCIAL CORP 39390.00%0.01%0.02%Q1 2014Q3 202339
COMERICA BANK 39390.01%0.03%0.06%Q2 2013Q4 202239
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3440.00%0.02%0.06%Q2 2013Q3 202338
BLUESTEIN R H & CO LLC 38380.01%0.03%0.06%Q2 2013Q3 202238
SIGNATUREFD, LLC 3620.00%0.03%0.05%Q1 2014Q3 202338
MILLENNIUM MANAGEMENT LLC 1410.00%0.00%0.01%Q2 2013Q3 202338
Invesco Ltd. 2620.00%0.00%0.01%Q2 2013Q3 202337
ADVISOR PARTNERS LLC 37370.03%0.09%0.23%Q2 2013Q2 202237
EAGLE ASSET MANAGEMENT INC 3520.00%0.00%0.01%Q2 2014Q3 202337
HighTower Advisors, LLC 3430.00%0.01%0.04%Q2 2013Q3 202337
Rehmann Capital Advisory Group 1540.00%0.04%0.09%Q2 2009Q3 202337
SEI INVESTMENTS CO 36360.00%0.02%0.05%Q4 2014Q3 202336
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
FARMERS & MERCHANTS INVESTMENTS INC 36360.00%0.00%0.00%Q3 2013Q2 202236
AMERICAN NATIONAL INSURANCE CO 36360.04%0.08%0.13%Q2 2013Q1 202236
Mirae Asset Global Investments Co., Ltd. 2320.00%0.01%0.09%Q4 2011Q1 202235
PARAMETRIC PORTFOLIO ASSOCIATES LLC 19160.02%0.04%0.07%Q2 2013Q1 202235
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.00%0.00%Q1 2014Q3 202335
TRUIST FINANCIAL CORP 2860.00%0.01%0.03%Q2 2013Q3 202334
QUADRANT CAPITAL GROUP LLC 34340.00%0.07%0.16%Q2 2015Q3 202334
LPL Financial LLC 2040.00%0.00%0.01%Q2 2013Q3 202334
ENTERPRISE FINANCIAL SERVICES CORP 33330.00%0.01%0.02%Q2 2013Q2 202133
GEODE CAPITAL MANAGEMENT, LLC 33330.00%0.00%0.00%Q4 2013Q4 202133
RHUMBLINE ADVISERS 1520.00%0.00%0.00%Q2 2013Q3 202333
Tower Research Capital LLC (TRC) 520.00%0.00%0.02%Q2 2013Q3 202332
TD ASSET MANAGEMENT INC 2930.00%0.00%0.01%Q2 2013Q3 202332
Aperio Group, LLC 31310.06%0.15%0.24%Q2 2013Q4 202031
KEYBANK NATIONAL ASSOCIATION/OH 1810.00%0.00%0.00%Q4 2012Q3 202231
IFP Advisors, Inc 17140.00%0.00%0.00%Q4 2015Q3 202331
J.P. Morgan Private Wealth Advisors LLC 1810.00%0.00%0.01%Q2 2013Q3 202331
Boston Common Asset Management, LLC 17130.00%0.05%0.15%Q3 2013Q3 202330
Hilltop Holdings Inc. 1230.01%0.33%1.00%Q2 2013Q3 202330
Cubist Systematic Strategies, LLC 1210.00%0.01%0.04%Q2 2014Q1 202330
Fisher Asset Management, LLC 29290.00%0.06%0.14%Q2 2013Q2 202029
Saturna Capital CORP 29290.02%0.05%0.08%Q2 2013Q2 202029
JARISLOWSKY, FRASER Ltd 29290.00%0.02%0.02%Q2 2013Q2 202029
World Asset Management Inc 28280.03%0.14%0.22%Q2 2013Q1 202028
BOKF, NA 1330.00%0.00%0.01%Q2 2013Q3 202328
HARTFORD INVESTMENT MANAGEMENT CO 28280.00%0.00%0.01%Q2 2013Q1 202028
Parallel Advisors, LLC 28280.00%0.01%0.01%Q4 2016Q3 202328
Dorsey & Whitney Trust CO LLC 14140.02%0.03%0.06%Q3 2016Q3 202328
ALLIANCEBERNSTEIN L.P. 28280.00%0.00%0.00%Q2 2013Q1 202028
Private Advisor Group, LLC 1210.00%0.01%0.04%Q3 2014Q3 202328
Cornerstone Advisors, Inc. 2440.00%0.01%0.08%Q2 2013Q3 202028
Point View Wealth Management, Inc. 27270.03%0.11%0.33%Q4 2013Q2 202027
OPPENHEIMER ASSET MANAGEMENT INC. 27270.01%0.02%0.06%Q1 2017Q3 202327
FMR LLC 2160.00%0.00%0.00%Q2 2013Q3 202327
MUFG Americas Holdings Corp 2430.00%0.00%0.00%Q1 2013Q3 202027
GUARDIAN CAPITAL ADVISORS LP 27270.14%0.32%0.49%Q1 2017Q3 202327
MOODY NATIONAL BANK TRUST DIVISION 15120.01%0.02%0.04%Q2 2013Q1 202227
MACQUARIE GROUP LTD 2430.00%0.00%0.00%Q2 2013Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.00%Q2 2013Q4 201927
JANE STREET GROUP, LLC 1110.00%0.00%0.04%Q2 2014Q3 202327
BlackRock Inc. 1310.00%0.00%0.00%Q2 2013Q3 202327
GREENLEAF TRUST 27270.00%0.01%0.02%Q1 2017Q3 202327
HANCOCK WHITNEY CORP 810.00%0.01%0.02%Q2 2013Q3 202326
FIRST TRUST ADVISORS LP 1830.00%0.01%0.12%Q2 2013Q1 202226
Crossmark Global Holdings, Inc. 2510.10%0.17%0.38%Q3 2016Q3 202326
Steward Partners Investment Advisory, LLC 1880.00%0.00%0.01%Q4 2016Q3 202326
Hexavest Inc. 26260.00%0.00%0.00%Q2 2013Q3 201926
Corient Capital Partners, LLC 25250.02%0.07%0.14%Q3 2016Q3 202225
BB&T SECURITIES, LLC 13120.00%0.01%0.03%Q2 2013Q3 201925
MML INVESTORS SERVICES, LLC 25250.00%0.00%0.01%Q3 2017Q3 202325
COMMERCE BANK 2310.00%0.00%0.00%Q3 2013Q3 202324
FIRST MANHATTAN CO. LLC. 2310.00%0.00%0.00%Q2 2013Q4 201924
BAILARD, INC. 24240.01%0.02%0.04%Q4 2017Q3 202324
SUNTRUST BANKS INC 1950.00%0.01%0.02%Q2 2013Q3 201924
Advisory Services Network, LLC 810.00%0.00%0.01%Q4 2013Q1 202324
LAKE STREET ADVISORS GROUP, LLC 24240.01%0.02%0.04%Q4 2017Q3 202324
D.A. DAVIDSON & CO. 1860.00%0.01%0.06%Q2 2013Q2 202224
WESBANCO BANK INC 23230.00%0.00%0.01%Q2 2013Q4 201823
SIMPLEX TRADING, LLC 1010.00%0.00%0.00%Q2 2015Q3 202323
BTC Capital Management, Inc. 1240.01%0.05%0.13%Q3 2014Q3 202323
MILES CAPITAL, INC. 1670.03%0.11%0.18%Q2 2014Q1 202023
LS Investment Advisors, LLC 22220.00%0.00%0.01%Q2 2013Q3 201822
ATLAS CAPITAL ADVISORS LLC 12100.01%0.06%0.13%Q1 2018Q3 202322
CWM, LLC 1220.00%0.00%0.00%Q3 2017Q3 202322
MISSION WEALTH MANAGEMENT, LP 730.00%0.02%0.06%Q2 2015Q3 202322
NEXT Financial Group, Inc 1310.00%0.00%0.01%Q3 2014Q4 202122
CREDIT SUISSE AG/ 1010.00%0.00%0.01%Q1 2013Q2 202222
Ballentine Partners, LLC 820.00%0.00%0.01%Q1 2017Q3 202322
COZAD ASSET MANAGEMENT INC 22220.02%0.04%0.09%Q2 2018Q3 202322
Rockefeller Capital Management L.P. 21210.00%0.00%0.03%Q2 2018Q2 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
TWO SIGMA INVESTMENTS, LP 1110.00%0.01%0.03%Q2 2013Q4 202021
EVERGREEN CAPITAL MANAGEMENT LLC 1310.00%0.01%0.03%Q1 2018Q3 202321
BLAIR WILLIAM & CO/IL 1330.00%0.00%0.03%Q2 2013Q3 202321
TWO SIGMA ADVISERS, LP 810.00%0.00%0.02%Q2 2013Q2 202021
THORNBURG INVESTMENT MANAGEMENT INC 710.00%0.19%0.63%Q2 2013Q3 202321
Clarius Group, LLC 1820.01%0.02%0.04%Q2 2018Q3 202320
BUCKINGHAM STRATEGIC WEALTH, LLC 20200.02%0.04%0.07%Q2 2013Q1 201820
HBK INVESTMENTS L P 1020.00%0.01%0.01%Q2 2013Q4 201820
Lindbrook Capital, LLC 20200.01%0.02%0.05%Q4 2018Q3 202320
Neuberger Berman Group LLC 840.00%0.00%0.03%Q2 2013Q3 202320
PIN OAK INVESTMENT ADVISORS INC 20200.01%0.01%0.02%Q4 2018Q3 202320
NINE MASTS CAPITAL Ltd 1310.07%1.72%6.87%Q4 2014Q3 202020
BESSEMER GROUP INC 810.00%0.00%0.00%Q4 2013Q3 202320
Pacer Advisors, Inc. 1210.00%0.08%0.41%Q4 2013Q3 202320
Legacy Financial Advisors, Inc. 1110.01%0.02%0.03%Q4 2017Q3 202320
MASTERS CAPITAL MANAGEMENT LLC 1720.19%0.55%0.99%Q2 2013Q2 202319
COMERICA SECURITIES,INC. 19190.01%0.02%0.03%Q1 2019Q3 202319
SAGE RHINO CAPITAL LLC 19190.05%0.08%0.13%Q1 2019Q3 202319
TORONTO DOMINION BANK 1110.00%0.00%0.00%Q2 2015Q3 202119
EATON VANCE MANAGEMENT 1710.00%0.00%0.00%Q3 2014Q1 202219
RIVERHEAD CAPITAL MANAGEMENT LLC 19190.00%0.05%0.09%Q1 2014Q3 201819
ROCKEFELLER FINANCIAL SERVICES INC 19190.00%0.00%0.00%Q2 2013Q4 201719
Zions Bancorporation, N.A. 19190.00%0.00%0.01%Q1 2019Q3 202319
Private Capital Group, LLC 19190.01%0.03%0.06%Q4 2017Q2 202219
RAYMOND JAMES TRUST N.A. 1090.01%0.01%0.03%Q2 2014Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.00%0.02%0.03%Q1 2019Q3 202319
ClearBridge Investments 1410.00%0.01%0.02%Q2 2013Q3 202319
TELEMUS CAPITAL, LLC 1810.01%0.04%0.08%Q3 2013Q3 202319
GROUP ONE TRADING, L.P. 610.00%0.00%0.00%Q2 2013Q3 202319
Valeo Financial Advisors, LLC 1540.00%0.00%0.01%Q3 2017Q3 202319
TWO SIGMA SECURITIES, LLC 510.00%0.07%0.76%Q2 2015Q2 202318
NOMURA HOLDINGS INC 410.00%1.07%9.65%Q4 2012Q2 202318
OLD MISSION CAPITAL LLC 310.00%0.10%0.55%Q4 2014Q2 202318
ACCIDENT COMPENSATION CORP 18180.38%0.51%0.64%Q1 2016Q2 202018
Cresset Asset Management, LLC 1620.00%0.00%0.01%Q4 2018Q3 202318
Sharkey, Howes & Javer 18180.00%0.00%0.00%Q1 2015Q2 201918
DREMAN VALUE MANAGEMENT, L L C 1040.00%0.21%0.58%Q2 2013Q1 201818
Cerity Partners LLC 910.00%0.01%0.03%Q1 2017Q3 202318
Janney Montgomery Scott LLC 17170.00%0.00%0.00%Q3 2019Q3 202317
1st Global Advisors, Inc. 17170.02%0.02%0.03%Q2 2013Q2 201717
Camelot Portfolios, LLC 1430.02%0.04%0.05%Q4 2014Q2 201917
Cutler Group LLC / CA 820.00%0.00%0.01%Q4 2015Q2 202117
CAPSTONE ASSET MANAGEMENT CO 17170.13%0.23%0.39%Q2 2013Q2 201717
PARK AVENUE SECURITIES LLC 1410.01%0.01%0.01%Q1 2019Q3 202317
Yorktown Management & Research Co Inc 17170.02%0.03%0.09%Q2 2013Q2 201717
Global Retirement Partners, LLC 1070.00%0.00%0.00%Q2 2019Q3 202317
BALDWIN BROTHERS LLC/MA 17170.01%0.01%0.01%Q3 2019Q3 202317
UBS ASSET MANAGEMENT AMERICAS INC 1160.00%0.00%0.01%Q2 2013Q3 201917
American Trust Investment Advisors, LLC 17170.12%0.16%0.21%Q4 2015Q4 201917
Simplicity Solutions, LLC 720.01%0.02%0.07%Q1 2017Q3 202317
Independent Portfolio Consultants, Inc. 17170.02%0.07%0.22%Q2 2013Q2 201717
RELIANCE TRUST CO OF DELAWARE 1330.01%0.07%0.12%Q2 2013Q1 201916
Column Capital Advisors, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
Pinnacle Bancorp, Inc. 1150.00%0.00%0.01%Q2 2019Q3 202316
AMERICAN CENTURY COMPANIES INC 16160.00%0.00%0.01%Q4 2019Q3 202316
Glassman Wealth Services 16160.00%0.00%0.00%Q4 2019Q3 202316
Pinnacle Wealth Planning Services, Inc. 1420.04%0.05%0.07%Q3 2019Q3 202316
SANTA BARBARA ASSET MANAGEMENT, LLC 16160.03%0.05%0.10%Q3 2013Q2 201716
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 610.00%0.00%0.02%Q1 2017Q2 202316
SG Americas Securities, LLC 510.00%0.00%0.01%Q1 2015Q1 202316
Gemmer Asset Management LLC 1330.00%0.00%0.00%Q1 2018Q1 202216
Sugarloaf Wealth Management, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
MANUFACTURERS LIFE INSURANCE COMPANY, THE 1020.00%0.00%0.00%Q2 2013Q2 201816
Ethic Inc. 16160.01%0.05%0.12%Q4 2019Q3 202316
LMR Partners LLP 810.01%0.61%2.49%Q4 2017Q3 202316
FinTrust Capital Advisors, LLC 1420.00%0.00%0.01%Q4 2018Q3 202316
MSI Financial Services Inc 15150.00%0.01%0.03%Q2 2013Q4 201615
IRON Financial LLC 610.02%0.07%0.11%Q4 2013Q4 202215
LAZARD ASSET MANAGEMENT LLC 1410.00%0.01%0.02%Q2 2013Q1 201715
FineMark National Bank & Trust 15150.00%0.00%0.00%Q2 2013Q4 201615
SVB WEALTH LLC 1410.00%0.00%0.01%Q4 2019Q3 202315
Archford Capital Strategies, LLC 1320.00%0.01%0.03%Q1 2014Q2 201815
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
OFI Advisors LLC 1140.01%0.02%0.06%Q3 2011Q3 201515
Vanguard Personalized Indexing Management, LLC 15150.04%0.08%0.16%Q1 2020Q3 202315
PEAK6 Group LLC 420.00%0.00%0.00%Q2 2013Q1 201715
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
RONALD BLUE & CO LLC 1050.00%0.02%0.03%Q2 2013Q2 201715
Virtu KCG Holdings LLC 1230.00%0.01%0.04%Q3 2013Q2 201715
REGIONS FINANCIAL CORP 1320.00%0.02%0.03%Q2 2013Q3 201815
Johnson Financial Group, Inc. 15150.00%0.01%0.01%Q3 2013Q1 201715
RITHOLTZ WEALTH MANAGEMENT 15150.01%0.02%0.04%Q1 2020Q3 202315
American Portfolios Advisors 1220.00%0.00%0.00%Q1 2019Q3 202214
Atria Investments, Inc 610.00%0.02%0.04%Q2 2013Q3 202314
PRUDENTIAL FINANCIAL INC 14140.00%0.00%0.00%Q2 2020Q3 202314
BROWN BROTHERS HARRIMAN & CO 810.00%0.00%0.00%Q2 2014Q3 202214
Optas, LLC 14140.03%0.05%0.08%Q2 2020Q3 202314
CAPTRUST FINANCIAL ADVISORS 14140.00%0.00%0.00%Q2 2020Q3 202314
ASSETMARK, INC 1130.00%0.01%0.04%Q2 2014Q1 201814
First Allied Advisory Services, Inc. 910.00%0.01%0.01%Q4 2013Q1 201814
WFG Advisors, LP 14140.00%0.00%0.01%Q2 2013Q3 201614
Caprock Group, LLC 810.01%0.04%0.06%Q1 2016Q3 202314
NorthCoast Asset Management LLC 1220.02%0.11%0.30%Q3 2017Q3 202114
NORTHROAD CAPITAL MANAGEMENT LLC 14142.19%2.70%3.48%Q2 2013Q3 201614
ELLINGTON MANAGEMENT GROUP LLC 210.01%0.06%0.16%Q2 2013Q4 201914
B. Riley Wealth Advisors, Inc. 730.00%0.02%0.07%Q2 2013Q3 202314
Proficio Capital Partners LLC 1310.00%0.03%0.06%Q4 2015Q2 201914
Keel Point, LLC 13130.01%0.02%0.03%Q3 2020Q3 202313
WRIGHT INVESTORS SERVICE INC 1120.06%0.83%1.46%Q2 2013Q1 201713
Te Ahumairangi Investment Management Ltd 13130.24%0.31%0.37%Q3 2020Q3 202313
FRANKLIN RESOURCES INC 13130.00%0.00%0.00%Q3 2020Q3 202313
THOMAS WHITE INTERNATIONAL LTD 13130.20%0.82%1.47%Q2 2013Q2 201613
Smithfield Trust Co 13130.01%0.03%0.06%Q2 2013Q2 201613
COMMONWEALTH EQUITY SERVICES, LLC 1210.00%0.00%0.00%Q4 2017Q3 202313
BRINKER CAPITAL INC 13130.02%0.04%0.05%Q2 2017Q2 202013
SIT INVESTMENT ASSOCIATES INC 1210.01%0.05%0.08%Q4 2016Q3 202013
Wealthspire Advisors, L.P. 940.00%0.00%0.01%Q4 2015Q1 201913
JANICZEK WEALTH MANAGEMENT, LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
RNC CAPITAL MANAGEMENT LLC 13130.00%0.01%0.02%Q3 2020Q3 202313
Qube Research & Technologies Ltd 510.01%0.02%0.06%Q4 2019Q3 202313
THOMPSON DAVIS & CO., INC. 13130.01%0.02%0.04%Q3 2014Q3 201713
Convergence Investment Partners, LLC 1110.00%0.03%0.11%Q2 2013Q1 201812
CAMBIAR INVESTORS LLC 930.06%0.08%0.10%Q4 2013Q1 201812
FEDERATED HERMES, INC. 1020.00%0.00%0.03%Q2 2013Q3 202312
ExodusPoint Capital Management, LP 710.00%0.00%0.00%Q1 2019Q3 202312
Russell Investments Group, Ltd. 1010.00%0.00%0.01%Q2 2017Q3 202312
BREMER TRUST NATIONAL ASSOCIATION 810.00%0.03%0.06%Q2 2013Q4 201812
BAKER TILLY WEALTH MANAGEMENT, LLC 12120.02%0.04%0.06%Q4 2020Q3 202312
American National Registered Investment Advisor, Inc. 12120.05%0.07%0.08%Q2 2013Q1 201612
SHELTON CAPITAL MANAGEMENT 12120.00%0.04%0.09%Q4 2016Q3 201912
WELLINGTON MANAGEMENT GROUP LLP 310.00%0.00%0.01%Q3 2017Q2 202312
Zions Bancorporation 1110.00%0.01%0.02%Q1 2015Q1 201812
GRATRY & Co LLC 421.15%2.34%3.11%Q2 2013Q1 201812
TOWNSQUARE CAPITAL LLC 1110.00%0.01%0.03%Q1 2020Q3 202312
Berman Capital Advisors, LLC 12120.00%0.00%0.01%Q4 2018Q3 202112
Princeton Alpha Management LP 840.03%0.06%0.11%Q1 2014Q1 201712
KANALY TRUST CO 12120.00%0.00%0.01%Q1 2014Q4 201612
Miracle Mile Advisors, LLC 12120.01%0.01%0.02%Q1 2017Q4 201912
UNITED CAPITAL FINANCIAL ADVISORS, LLC 910.00%0.00%0.00%Q1 2016Q4 202212
HSBC HOLDINGS PLC 12120.00%0.00%0.00%Q4 2015Q3 201812
Manchester Capital Management LLC 930.01%0.01%0.02%Q2 2014Q3 202312
INTRUST BANK NA 1110.01%0.04%0.08%Q3 2013Q3 202312
Dynamic Technology Lab Private Ltd 510.01%0.05%0.13%Q2 2016Q1 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Hunter Perkins Capital Management, LLC 12120.03%0.07%0.10%Q4 2020Q3 202312
RMB Capital Management, LLC 1110.00%0.01%0.03%Q2 2013Q2 201812
First Trust Direct Indexing L.P. 12120.08%0.19%0.35%Q4 2020Q3 202312
A.R.T. Advisors, LLC 610.00%0.02%0.04%Q2 2014Q4 201912
COMERICA SECURITIES INC 11110.03%0.04%0.08%Q2 2016Q4 201811
180 WEALTH ADVISORS, LLC 650.04%0.08%0.14%Q4 2017Q3 202311
ROTHSCHILD INVESTMENT LLC /IL 11110.01%0.02%0.03%Q2 2014Q4 201611
Ledyard National Bank 11110.00%0.00%0.00%Q4 2013Q2 201611
NumerixS Investment Technologies Inc 710.00%0.01%0.02%Q2 2016Q2 202011
9258 Wealth Management, LLC 11110.02%0.03%0.03%Q1 2021Q3 202311
Sequoia Financial Advisors, LLC 830.00%0.01%0.01%Q4 2020Q3 202311
KESTRA PRIVATE WEALTH SERVICES, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
SYNOVUS FINANCIAL CORP 920.00%0.02%0.02%Q4 2019Q3 202311
Jefferies Group LLC 210.00%0.05%0.14%Q4 2013Q4 201711
PERSONAL CFO SOLUTIONS, LLC 11110.02%0.05%0.08%Q1 2021Q3 202311
Allianz Asset Management GmbH 650.00%0.00%0.01%Q3 2014Q2 201711
DEARBORN PARTNERS LLC 11110.12%0.15%0.24%Q2 2013Q4 201511
Hardman Johnston Global Advisors LLC 11110.06%0.17%0.35%Q2 2013Q4 201511
CAPITAL ONE, NATIONAL ASSOCIATION 650.01%0.03%0.04%Q2 2013Q3 201711
LIBERTY WEALTH MANAGEMENT LLC 920.00%0.00%0.01%Q4 2018Q3 202111
FIRST MERCANTILE TRUST CO 11110.00%0.01%0.02%Q2 2013Q4 201511
Clark Capital Management Group, Inc. 11110.03%0.09%0.18%Q3 2013Q1 201611
Mariner, LLC 920.00%0.00%0.01%Q2 2018Q3 202311
Thomas J. Herzfeld Advisors, Inc. 830.00%0.01%0.02%Q2 2015Q1 201911
UBS AG 660.00%0.00%0.00%Q2 2013Q3 201410
Quantbot Technologies LP 310.00%0.00%0.02%Q2 2013Q1 202210
AE Wealth Management LLC 520.00%0.00%0.01%Q2 2017Q3 202310
BAMCO INC /NY/ 730.01%0.01%0.02%Q2 2017Q3 202310
Connor, Clark & Lunn Investment Management Ltd. 10100.00%0.00%0.00%Q2 2018Q3 202010
NWQ INVESTMENT MANAGEMENT COMPANY, LLC 10100.00%0.00%0.00%Q1 2015Q2 201710
Cetera Investment Advisers 640.00%0.00%0.00%Q1 2021Q3 202310
Virtu Financial LLC 310.01%0.01%0.03%Q3 2017Q4 202210
AUGUSTINE ASSET MANAGEMENT INC 10100.18%0.20%0.23%Q2 2021Q3 202310
Patriot Financial Group Insurance Agency, LLC 10100.01%0.01%0.01%Q1 2020Q2 202210
Platte River Capital LLC 10100.10%0.22%0.41%Q2 2013Q3 201510
ETRADE Capital Management LLC 420.00%0.02%0.06%Q2 2013Q2 201810
CONNABLE OFFICE INC 10100.08%0.10%0.12%Q2 2013Q3 201510
Brinker Capital Investments, LLC 10100.00%0.02%0.05%Q3 2020Q4 202210
Kestra Advisory Services, LLC 820.00%0.00%0.00%Q1 2021Q3 202310
Veritable, L.P. 10100.00%0.00%0.00%Q4 2012Q1 201510
Altium Wealth Management LLC 10100.04%0.08%0.11%Q1 2020Q2 202210
West Family Investments, Inc. 10100.02%0.13%0.25%Q2 2021Q3 202310
STRATTON MANAGEMENT CO 990.00%0.00%0.01%Q2 2013Q2 20159
Stratos Wealth Partners, LTD. 540.00%0.00%0.01%Q2 2017Q3 20239
Commonwealth Equity Services, Inc 810.00%0.00%0.00%Q1 2014Q2 20169
MARSHALL WACE, LLP 410.00%0.02%0.07%Q1 2016Q2 20239
MARIETTA INVESTMENT PARTNERS LLC 630.04%0.22%1.01%Q2 2015Q1 20189
Heathbridge Capital Management Ltd. 994.74%5.45%6.45%Q2 2017Q2 20199
DAVENPORT & Co LLC 990.00%0.00%0.01%Q3 2021Q3 20239
Trexquant Investment LP 310.01%0.02%0.04%Q3 2017Q2 20239
CAPITAL INSIGHT PARTNERS, LLC 990.62%1.08%1.36%Q1 2017Q1 20199
Whitnell & Co. 630.00%0.00%0.01%Q3 2015Q2 20189
Laurel Wealth Advisors, Inc. 540.03%0.04%0.06%Q4 2016Q1 20199
PATHSTONE FAMILY OFFICE, LLC 610.00%0.00%0.00%Q1 2018Q3 20239
Kozak & Associates, Inc. 990.00%0.00%0.00%Q3 2021Q3 20239
Eagle Bay Advisors LLC 630.01%0.02%0.04%Q2 2021Q3 20239
AIGEN INVESTMENT MANAGEMENT, LP 420.00%0.04%0.14%Q1 2020Q3 20229
New Century Advisors, LLC 630.39%2.40%3.47%Q4 2013Q1 20169
Fieldpoint Private Securities, LLC 990.01%0.02%0.02%Q2 2020Q2 20229
MGO ONE SEVEN LLC 610.00%0.01%0.02%Q4 2017Q3 20239
Martin Capital Partners, LLC 991.34%1.61%1.83%Q4 2020Q4 20229
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 540.01%0.05%0.09%Q4 2016Q3 20239
FIRST HAWAIIAN BANK 630.00%0.00%0.00%Q3 2018Q2 20229
AllSquare Wealth Management LLC 990.01%0.01%0.01%Q3 2018Q3 20209
Five Oceans Advisors 990.06%0.10%0.17%Q3 2021Q3 20239
Parallax Volatility Advisers, L.P. 520.00%0.00%0.00%Q2 2013Q3 20189
Addison Advisors LLC 990.00%0.01%0.01%Q3 2021Q3 20239
AdvisorNet Financial, Inc 990.00%0.00%0.00%Q3 2021Q3 20239
MANAGED ACCOUNT ADVISORS LLC 990.04%0.07%0.10%Q2 2013Q2 20159
HARBOUR INVESTMENTS, INC. 630.00%0.00%0.00%Q2 2021Q3 20239
Walleye Trading LLC 610.00%0.00%0.00%Q2 2013Q3 20169
Stellar Capital Management, LLC 810.28%0.57%0.74%Q1 2018Q2 20209
WOLVERINE TRADING, LLC 310.00%0.00%0.00%Q2 2016Q2 20219
Prudent Man Advisors, LLC 990.04%0.06%0.09%Q2 2020Q2 20229
Lenox Wealth Management, Inc. 990.00%0.00%0.01%Q2 2018Q2 20209
CONFLUENCE INVESTMENT MANAGEMENT LLC 810.01%0.01%0.02%Q2 2018Q3 20239
COLONY GROUP LLC 990.00%0.00%0.00%Q4 2013Q4 20159
BlackRock Investment Management, LLC 810.00%0.02%0.04%Q2 2013Q4 20159
Schonfeld Strategic Advisors LLC 610.00%0.00%0.01%Q2 2019Q1 20239
STERNE AGEE GROUP, INC. 880.04%0.07%0.15%Q2 2013Q1 20158
SCHRODER INVESTMENT MANAGEMENT GROUP 880.00%0.00%0.00%Q2 2013Q1 20158
JONES FINANCIAL COMPANIES LLLP 210.00%0.00%0.00%Q2 2013Q3 20238
Kistler-Tiffany Companies, LLC 880.00%0.01%0.02%Q2 2013Q1 20158
CoreFirst Bank & Trust 880.00%0.01%0.01%Q4 2020Q3 20228
HRT FINANCIAL LP 410.00%0.00%0.01%Q1 2019Q3 20238
SRS Capital Advisors, Inc. 710.00%0.01%0.01%Q4 2016Q2 20218
Forum Financial Management, LP 880.05%0.07%0.09%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
Glen Harbor Capital Management LLC 880.03%0.03%0.04%Q4 2016Q3 20188
Elkfork Partners LLC 880.02%0.03%0.03%Q4 2016Q3 20188
First Personal Financial Services 440.00%0.00%0.00%Q4 2014Q4 20188
Schechter Investment Advisors, LLC 880.09%0.11%0.13%Q4 2021Q3 20238
Ellevest, Inc. 710.00%0.01%0.02%Q4 2019Q1 20238
Knights of Columbus Asset Advisors LLC 880.02%0.02%0.03%Q4 2021Q3 20238
Strategic Global Advisors, LLC 880.05%0.09%0.21%Q4 2014Q3 20168
Bell Investment Advisors, Inc 620.00%0.00%0.00%Q3 2021Q3 20238
Tyers Asset Management LLC 880.02%0.02%0.03%Q4 2016Q3 20188
PHILADELPHIA INTERNATIONAL ADVISORS LP 881.58%1.99%2.39%Q2 2013Q1 20158
apricus wealth, LLC 880.26%0.51%1.04%Q4 2021Q3 20238
TriaGen Wealth Management LLC 880.03%0.04%0.07%Q2 2021Q1 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.01%0.02%0.02%Q4 2021Q3 20238
GUARDIAN CAPITAL LP 530.00%0.03%0.07%Q2 2015Q4 20178
Quilter Plc 880.00%0.00%0.00%Q4 2019Q3 20218
Meadow Creek Investment Management LLC 880.02%0.03%0.03%Q4 2016Q3 20188
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 620.01%0.01%0.02%Q1 2015Q1 20188
Y-Intercept (Hong Kong) Ltd 440.02%0.06%0.11%Q1 2021Q3 20238
Winfield Associates, Inc. 880.01%0.01%0.02%Q1 2016Q4 20178
Raymond James Financial Services Advisors, Inc. 510.00%0.00%0.00%Q3 2019Q3 20238
Financial Gravity Asset Management, Inc. 410.00%0.00%0.03%Q2 2019Q3 20238
Qtron Investments LLC 770.09%0.14%0.26%Q1 2022Q3 20237
PDT Partners, LLC 410.00%0.04%0.10%Q2 2014Q1 20177
Sicart Associates LLC 770.03%0.04%0.06%Q4 2017Q2 20197
BALYASNY ASSET MANAGEMENT L.P. 410.00%0.00%0.01%Q3 2019Q3 20237
ArchPoint Investors 610.06%0.11%0.14%Q2 2014Q3 20217
First Affirmative Financial Network 770.07%0.13%0.20%Q2 2022Q4 20237
NORDEA INVESTMENT MANAGEMENT AB 770.00%0.00%0.00%Q2 2013Q4 20147
Regal Investment Advisors LLC 430.00%0.02%0.05%Q2 2013Q4 20177
Allworth Financial LP 610.00%0.00%0.00%Q3 2016Q3 20237
Airain ltd 430.01%0.02%0.04%Q3 2015Q2 20177
Lenox Wealth Advisors, LLC 510.00%0.00%0.00%Q3 2014Q1 20207
Squarepoint Ops LLC 510.00%0.00%0.00%Q3 2019Q3 20237
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 770.00%0.02%0.08%Q1 2020Q3 20217
FLPUTNAM INVESTMENT MANAGEMENT CO 430.00%0.00%0.01%Q3 2017Q3 20237
COWEN AND COMPANY, LLC 310.11%0.33%0.71%Q3 2019Q2 20237
CNB Bank 770.00%0.00%0.00%Q1 2022Q3 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.00%0.00%0.01%Q2 2013Q4 20147
Pasadena Private Wealth, LLC 770.06%0.07%0.08%Q4 2020Q2 20227
Placemark Investments, Inc. 770.02%0.03%0.04%Q2 2013Q4 20147
Vise Technologies, Inc. 770.07%0.08%0.11%Q1 2022Q3 20237
Squar Milner Financial Services LLC 520.02%0.02%0.03%Q2 2018Q1 20207
DELTA ASSET MANAGEMENT LLC/TN 770.00%0.00%0.00%Q2 2013Q4 20147
PRIVATE TRUST CO NA 770.01%0.01%0.01%Q1 2013Q3 20147
DC Investments Management, LLC 770.06%0.16%0.35%Q2 2019Q4 20207
AXA S.A. 520.00%0.00%0.00%Q3 2020Q3 20237
STEVENS CAPITAL MANAGEMENT LP 410.00%0.01%0.02%Q3 2014Q2 20197
GENERAL ELECTRIC CO 770.01%0.02%0.04%Q4 2014Q2 20167
L & S Advisors Inc 770.06%0.08%0.11%Q1 2015Q3 20167
MEEDER ASSET MANAGEMENT INC 510.00%0.00%0.00%Q3 2020Q3 20227
BlackRock Fund Advisors 660.00%0.00%0.00%Q2 2013Q3 20146
INSIGHT 2811, INC. 660.02%0.03%0.04%Q1 2014Q2 20156
Capricorn Fund Managers Ltd 660.12%2.40%6.91%Q2 2022Q3 20236
MOORE CAPITAL MANAGEMENT, LP 420.06%0.14%0.22%Q2 2013Q3 20156
Tortoise Investment Management, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Roble, Belko & Company, Inc 660.00%0.00%0.00%Q3 2020Q4 20216
VAN ECK ASSOCIATES CORP 660.00%0.00%0.00%Q2 2013Q3 20146
Bridgefront Capital, LLC 510.05%0.10%0.16%Q4 2020Q3 20226
GSA CAPITAL PARTNERS LLP 310.01%0.01%0.03%Q1 2020Q4 20216
Avestar Capital, LLC 660.00%0.00%0.01%Q1 2018Q2 20196
Curated Wealth Partners LLC 660.02%0.04%0.08%Q4 2020Q1 20226
Plante Moran Financial Advisors, LLC 660.00%0.00%0.00%Q2 2018Q3 20196
Veracity Capital LLC 660.04%0.04%0.05%Q2 2022Q3 20236
WRAPMANAGER INC 660.04%0.07%0.09%Q2 2022Q3 20236
Beacon Pointe Advisors, LLC 310.00%0.00%0.02%Q2 2021Q3 20236
Blue Trust, Inc. 660.00%0.00%0.01%Q2 2022Q3 20236
MENORA MIVTACHIM HOLDINGS LTD. 420.00%0.02%0.04%Q2 2013Q2 20196
TRUEWEALTH LLC 660.00%0.00%0.00%Q4 2017Q1 20196
WHITTIER TRUST CO 210.00%0.00%0.00%Q1 2017Q3 20236
Naviter Wealth, LLC 660.23%0.31%0.39%Q2 2022Q3 20236
Hexagon Capital Partners LLC 660.00%0.01%0.01%Q2 2022Q3 20236
NEW YORK STATE COMMON RETIREMENT FUND 660.00%0.00%0.00%Q2 2022Q3 20236
Quantinno Capital Management LP 660.01%0.05%0.10%Q2 2022Q3 20236
CKW FINANCIAL GROUP 660.01%0.01%0.01%Q1 2014Q2 20156
HHM Wealth Advisors, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 660.12%0.18%0.22%Q4 2014Q1 20166
HERNDON CAPITAL MANAGEMENT LLC 660.00%0.00%0.00%Q2 2013Q3 20146
VERUS CAPITAL PARTNERS, LLC 510.02%0.02%0.03%Q1 2022Q3 20236
SeaCrest Wealth Management, LLC 660.00%0.00%0.00%Q4 2017Q1 20196
OXFORD ASSET MANAGEMENT LLP 310.00%0.02%0.03%Q2 2013Q1 20176
WP Advisors, LLC 660.02%0.03%0.03%Q2 2021Q3 20226
WASHINGTON TRUST BANK 660.00%0.00%0.01%Q4 2014Q1 20166
17 CAPITAL PARTNERS, LLC 660.57%0.68%0.77%Q2 2021Q3 20226
Lourd Capital, LLC 510.01%0.06%0.11%Q4 2017Q2 20196
Ruffer LLP 660.00%0.00%0.00%Q1 2014Q2 20156
TUDOR INVESTMENT CORP ET AL 660.01%0.04%0.07%Q2 2022Q3 20236
Candriam S.C.A. 410.00%0.01%0.01%Q4 2019Q1 20236
Claro Advisors LLC 660.05%0.05%0.06%Q2 2022Q3 20236
Pekin Hardy Strauss, Inc. 330.01%0.11%0.27%Q1 2022Q3 20236
Campbell & CO Investment Adviser LLC 510.09%0.20%0.59%Q1 2016Q2 20186
Aquatic Capital Management LLC 210.00%0.02%0.06%Q4 2021Q3 20235
ASB Consultores, LLC 550.04%0.04%0.05%Q4 2021Q4 20225
EVOKE WEALTH, LLC 410.00%0.00%0.00%Q3 2019Q4 20225
ICICI Prudential Asset Management Co Ltd 552.22%2.70%3.26%Q3 2021Q3 20225
Legacy Wealth Asset Management, LLC 550.46%0.56%0.68%Q3 2022Q3 20235
Fortitude Advisory Group L.L.C. 550.03%0.04%0.06%Q4 2021Q4 20225
Engineers Gate Manager LP 410.00%0.01%0.02%Q1 2020Q3 20225
Vestmark Advisory Solutions, Inc. 550.01%0.01%0.02%Q2 2022Q2 20235
Vident Investment Advisory, LLC 550.00%0.01%0.01%Q2 2022Q2 20235
PRICE T ROWE ASSOCIATES INC /MD/ 550.00%0.00%0.00%Q3 2022Q3 20235
Integrated Wealth Concepts LLC 550.00%0.02%0.04%Q3 2022Q3 20235
Balentine LLC 210.00%0.00%0.00%Q3 2015Q2 20205
FFT WEALTH MANAGEMENT LLC 550.01%0.02%0.02%Q3 2022Q3 20235
Rosenberg Matthew Hamilton 550.00%0.00%0.00%Q3 2022Q3 20235
Acrospire Investment Management LLC 550.00%0.01%0.02%Q1 2016Q1 20175
ADVISOR PARTNERS II, LLC 550.06%0.08%0.10%Q3 2022Q3 20235
SYMPHONY ASSET MANAGEMENT LLC 410.02%0.09%0.12%Q4 2013Q4 20155
Granahan Investment Management 550.01%0.02%0.03%Q4 2016Q4 20175
Spot Trading L.L.C 210.00%0.00%0.00%Q2 2013Q2 20155
Cetera Advisor Networks LLC 410.00%0.00%0.01%Q2 2020Q3 20235
HAP Trading, LLC 440.00%0.17%0.52%Q4 2022Q3 20235
Aaron Wealth Advisors LLC 410.02%0.03%0.06%Q1 2022Q3 20235
Partnervest Advisory Services LLC 550.00%0.00%0.00%Q2 2013Q2 20145
Wilmington Trust, National Association 550.00%0.01%0.03%Q2 2013Q2 20145
HHG & Company, LLC 550.03%0.04%0.06%Q2 2013Q2 20145
DEERE & CO 310.04%0.06%0.10%Q1 2015Q3 20165
Golden State Wealth Management, LLC 310.00%0.00%0.00%Q1 2019Q3 20205
OppenheimerFunds, Inc. 550.00%0.00%0.00%Q4 2015Q4 20165
Fort Sheridan Advisors LLC 550.06%0.07%0.08%Q4 2018Q4 20195
Burns Matteson Capital Management, LLC 550.04%0.05%0.06%Q2 2022Q2 20235
Quantamental Technologies LLC 550.02%0.04%0.08%Q4 2018Q4 20195
Cambridge Investment Research Advisors, Inc. 210.00%0.00%0.00%Q1 2018Q3 20235
Cable Hill Partners, LLC 320.00%0.00%0.01%Q4 2014Q4 20175
BANCED CORP 410.09%0.12%0.15%Q2 2013Q4 20145
BNP PARIBAS FINANCIAL MARKETS 310.00%0.00%0.00%Q3 2015Q3 20235
WOLVERINE ASSET MANAGEMENT LLC 550.01%0.04%0.07%Q4 2017Q4 20185
WILMINGTON TRUST CO 550.02%0.03%0.04%Q2 2013Q2 20145
Paloma Partners Management Co 110.00%0.00%0.00%Q1 2016Q1 20225
RATIONAL ADVISORS LLC 550.64%0.67%0.72%Q1 2009Q1 20105
HALBERT HARGROVE GLOBAL ADVISORS, LLC 410.01%0.01%0.01%Q4 2020Q1 20225
RPg Family Wealth Advisory, LLC 550.01%0.01%0.02%Q4 2015Q4 20165
East Coast Asset Management, LLC. 550.01%0.06%0.08%Q2 2013Q2 20145
Arthur Zaske & Associates, LLC 550.13%0.17%0.22%Q4 2016Q4 20175
HANSEATIC MANAGEMENT SERVICES INC 550.00%0.00%0.01%Q1 2017Q1 20185
WealthStone, Inc. 410.00%0.05%0.07%Q2 2019Q1 20215
Dorsey Wright & Associates 410.89%0.99%1.11%Q2 2022Q3 20235
WHITTIER TRUST CO OF NEVADA INC 410.00%0.02%0.02%Q4 2017Q4 20225
CONNING INC. 440.00%0.01%0.01%Q1 2017Q4 20174
BBR PARTNERS, LLC 310.00%0.01%0.02%Q4 2016Q1 20214
Harbour Capital Advisors, LLC 440.13%0.16%0.18%Q1 2023Q4 20234
ASSOCIATED BANC-CORP 440.00%0.00%0.00%Q1 2020Q4 20204
JAMES INVESTMENT RESEARCH INC 440.00%0.00%0.00%Q1 2015Q4 20154
Fund Evaluation Group, LLC 440.10%0.12%0.13%Q4 2017Q3 20184
GlobalBridge, Inc. 440.03%0.10%0.18%Q2 2013Q1 20144
Well Done, LLC 110.00%0.04%0.08%Q4 2015Q4 20184
Mizuho Securities Co. Ltd. 110.00%0.09%0.18%Q2 2020Q2 20224
Americana Partners, LLC 440.00%0.03%0.05%Q2 2022Q1 20234
Schubert & Co 440.00%0.00%0.01%Q2 2022Q1 20234
Marshall Wace North America L.P. 210.00%0.02%0.04%Q4 2017Q3 20214
CIBC BANK USA 440.02%0.02%0.03%Q2 2013Q1 20144
Salient Capital Advisors, LLC 440.01%0.02%0.02%Q1 2015Q4 20154
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
MONTAG A & ASSOCIATES INC 440.00%0.00%0.00%Q4 2022Q3 20234
Kalos Management, Inc. 310.04%0.06%0.12%Q4 2015Q3 20194
Beverly Hills Private Wealth, LLC 440.06%0.07%0.09%Q4 2022Q3 20234
DRW Securities, LLC 310.00%0.01%0.03%Q3 2019Q1 20234
SAC Capital Advisors LP 440.00%0.00%0.01%Q2 2013Q1 20144
Freestone Capital Holdings, LLC 440.01%0.06%0.08%Q2 2013Q1 20144
Cypress Wealth Advisors LLC 440.05%0.07%0.08%Q2 2016Q1 20174
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 440.01%0.02%0.02%Q3 2015Q2 20164
Arlington Partners LLC 210.00%0.01%0.04%Q1 2020Q3 20234
Bleakley Financial Group, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
VOLORIDGE INVESTMENT MANAGEMENT, LLC 440.00%0.01%0.02%Q1 2022Q4 20224
NatWest Group plc 440.00%0.00%0.01%Q2 2013Q1 20144
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Parkside Financial Bank & Trust 440.00%0.00%0.01%Q4 2022Q3 20234
Chicago Partners Investment Group LLC 310.00%0.01%0.01%Q3 2017Q3 20184
Better Money Decisions, LLC 310.01%0.01%0.01%Q1 2021Q2 20224
Game Creek Capital, LP 310.04%0.25%0.42%Q3 2018Q1 20224
Arden Trust Co 440.01%0.01%0.02%Q2 2019Q1 20204
AlphaQ Advisors LLC 440.13%0.15%0.18%Q4 2022Q3 20234
One Wealth Advisors, LLC 440.02%0.02%0.03%Q4 2017Q3 20184
SCOTIA CAPITAL INC. 440.01%0.01%0.01%Q1 2015Q4 20154
BELLEVUE ASSET MANAGEMENT, LLC 440.00%0.00%0.00%Q2 2020Q1 20214
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
MACKENZIE FINANCIAL CORP 220.00%0.00%0.00%Q4 2018Q4 20194
Carroll Financial Associates, Inc. 220.00%0.00%0.00%Q2 2019Q4 20214
XY Capital Ltd 441.77%3.76%5.65%Q4 2022Q3 20234
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 440.01%0.01%0.01%Q4 2018Q3 20194
AMP Capital Investors Ltd 220.00%0.00%0.01%Q4 2016Q3 20214
Wallace Advisory Group, LLC 440.06%0.07%0.07%Q4 2022Q3 20234
CAROLINAS WEALTH CONSULTING LLC 440.00%0.00%0.00%Q4 2022Q3 20234
NewEdge Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
US FINANCIAL ADVISORS, LLC 440.00%0.00%0.01%Q2 2015Q1 20164
PARADIGM ASSET MANAGEMENT CO LLC 440.01%0.01%0.01%Q3 2022Q2 20234
Ten Capital Wealth Advisors, LLC 440.00%0.00%0.00%Q1 2021Q4 20214
HighTower Trust Company, N.A. 440.03%0.06%0.07%Q1 2015Q4 20154
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 440.00%0.00%0.00%Q4 2022Q3 20234
Blueprint Investment Partners LLC 220.03%0.07%0.10%Q1 2022Q1 20234
COWEN INC. 310.26%0.74%1.53%Q2 2018Q2 20194
Winslow, Evans & Crocker, Inc. 210.00%0.00%0.01%Q4 2013Q1 20194
Vanguard Capital Wealth Advisors 440.14%0.16%0.19%Q3 2021Q2 20224
GENESEE VALLEY TRUST CO 440.19%0.24%0.27%Q2 2013Q1 20144
GUGGENHEIM CAPITAL LLC 310.00%0.00%0.01%Q2 2013Q2 20154
Kore Private Wealth LLC 220.00%0.01%0.02%Q1 2020Q1 20214
Forward Management, LLC 440.00%0.15%0.37%Q3 2015Q2 20164
Aspen Grove Capital, LLC 440.03%0.03%0.03%Q4 2022Q3 20234
TIEDEMANN ADVISORS, LLC 440.01%0.01%0.01%Q4 2016Q3 20174
Gallacher Capital Management LLC 440.15%0.18%0.21%Q4 2022Q3 20234
SECURITY NATIONAL TRUST CO 440.00%0.00%0.00%Q1 2020Q4 20204
Park Place Capital Corp 440.02%0.02%0.02%Q4 2022Q3 20234
Allspring Global Investments Holdings, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Horizon Investments, LLC 210.03%0.03%0.04%Q4 2017Q3 20183
DGS Capital Management, LLC 330.05%0.05%0.06%Q4 2021Q2 20223
Steinberg Global Asset Management 330.15%0.16%0.17%Q2 2015Q4 20153
Orion Portfolio Solutions, LLC 330.02%0.03%0.03%Q1 2023Q3 20233
Banyan Partners, LLC 330.04%0.04%0.05%Q4 2013Q2 20143
AlphaMark Advisors, LLC 210.00%0.00%0.00%Q1 2020Q3 20223
Verition Fund Management LLC 110.02%0.02%0.02%Q3 2013Q2 20153
Gradient Investments LLC 210.00%0.00%0.00%Q3 2013Q3 20233
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 210.00%0.01%0.03%Q3 2015Q3 20233
XTX Topco Ltd 210.03%0.05%0.06%Q3 2021Q1 20233
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Psagot Value Holdings Ltd. / (Israel) 330.03%0.07%0.11%Q1 2023Q3 20233
Penserra Capital Management LLC 210.00%0.02%0.04%Q3 2022Q3 20233
Herr Investment Group LLC 330.65%0.71%0.77%Q1 2023Q3 20233
Hollow Brook Wealth Management LLC 330.05%2.06%3.09%Q4 2017Q2 20183
Princeton Global Asset Management LLC 330.32%0.37%0.43%Q4 2018Q2 20193
Westside Investment Management, Inc. 330.00%0.01%0.01%Q4 2016Q2 20173
FOX RUN MANAGEMENT, L.L.C. 110.04%0.05%0.06%Q1 2017Q4 20183
Axiom Investment Management LLC 330.02%0.02%0.03%Q4 2018Q2 20193
PDS Planning, Inc 330.02%0.02%0.03%Q1 2023Q3 20233
Institute for Wealth Management, LLC. 330.07%0.13%0.23%Q3 2017Q1 20183
FIRST AMERICAN TRUST, FSB 330.02%0.02%0.02%Q2 2013Q4 20133
Centerpoint Advisors, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
SCHAFER CULLEN CAPITAL MANAGEMENT INC 330.00%0.00%0.01%Q2 2013Q4 20133
Glass Jacobson Investment Advisors llc 210.00%0.00%0.00%Q4 2022Q3 20233
Snowden Capital Advisors LLC 210.00%0.00%0.00%Q3 2019Q4 20213
Avion Wealth 330.00%0.00%0.00%Q1 2023Q3 20233
Knowledge Leaders Capital, LLC 330.16%0.17%0.18%Q4 2022Q2 20233
VICTORY CAPITAL MANAGEMENT INC 330.00%0.00%0.00%Q1 2023Q3 20233
BALASA DINVERNO & FOLTZ LLC 210.01%0.01%0.01%Q2 2021Q3 20223
Wealthspire Advisors, LLC 210.00%0.00%0.01%Q4 2018Q1 20203
THRIVENT FINANCIAL FOR LUTHERANS 110.00%0.00%0.00%Q2 2013Q4 20203
BRANDYWINE OAK PRIVATE WEALTH LLC 330.02%0.02%0.03%Q4 2018Q2 20193
Philadelphia Financial Management of San Francisco, LLC 213.76%3.97%4.24%Q4 2016Q3 20233
Jump Financial, LLC 110.00%0.01%0.01%Q2 2021Q3 20223
Sage Mountain Advisors LLC 330.01%0.01%0.01%Q1 2023Q3 20233
CAPITAL FUND MANAGEMENT S.A. 110.00%0.00%0.01%Q3 2017Q3 20233
HM PAYSON & CO 210.00%0.00%0.00%Q2 2022Q2 20233
Ninety One UK Ltd 330.01%0.01%0.01%Q1 2023Q3 20233
PRINCIPAL FINANCIAL GROUP INC 210.00%0.00%0.00%Q2 2017Q1 20183
Independent Advisor Alliance 330.03%0.03%0.03%Q1 2023Q3 20233
Ergoteles LLC 330.03%0.03%0.03%Q4 2022Q2 20233
Ativo Capital Management LLC 330.36%0.46%0.52%Q2 2015Q4 20153
Principal Street Partners, LLC 330.02%0.03%0.04%Q2 2022Q4 20223
COLRAIN CAPITAL LLC 210.02%0.19%0.40%Q4 2015Q1 20173
BOOTHBAY FUND MANAGEMENT, LLC 210.03%0.05%0.10%Q4 2015Q4 20223
SouthState Corp 330.41%0.44%0.48%Q2 2015Q4 20153
Dougherty Wealth Advisers LLC 330.04%0.05%0.05%Q4 2018Q2 20193
Toscafund Asset Management LLP 333.95%4.90%6.65%Q4 2013Q2 20143
Perigon Wealth Management, LLC 210.00%0.01%0.01%Q3 2016Q4 20203
Bartlett & Co. LLC 330.00%0.00%0.00%Q4 2020Q2 20213
WINDWARD CAPITAL MANAGEMENT CO /CA 330.02%0.02%0.02%Q1 2023Q3 20233
AVALON CAPITAL MANAGEMENT 330.21%0.22%0.24%Q2 2013Q4 20133
Resonant Capital Advisors, LLC 210.02%0.02%0.02%Q4 2019Q3 20233
Gladstone Institutional Advisory LLC 330.01%0.01%0.02%Q3 2019Q1 20203
MARTINGALE ASSET MANAGEMENT L P 330.08%0.09%0.09%Q2 2013Q4 20133
Senvest Management, LLC 330.13%0.19%0.26%Q4 2020Q2 20213
Avior Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
EWA, LLC 330.42%0.45%0.46%Q1 2023Q3 20233
FCG ADVISORS, LLC 210.05%0.06%0.07%Q4 2013Q3 20143
BlueCrest Capital Management Ltd 210.00%0.00%0.01%Q1 2017Q1 20193
Capital Advisors, Ltd. LLC 330.00%0.00%0.01%Q3 2018Q1 20193
MONETA GROUP INVESTMENT ADVISORS LLC 210.00%0.00%0.00%Q3 2015Q1 20183
Calamos Advisors LLC 210.02%0.02%0.02%Q4 2017Q3 20233
HIGHBRIDGE CAPITAL MANAGEMENT LLC 110.01%0.02%0.03%Q3 2016Q3 20183
Georgetown University 330.43%0.51%0.60%Q1 2023Q3 20233
PEAK6 Investments LLC 110.00%0.00%0.00%Q2 2021Q1 20232
Jaffetilchin Investment Partners, LLC 220.01%0.01%0.01%Q3 2021Q4 20212
Blueshift Asset Management, LLC 110.01%0.01%0.01%Q2 2020Q2 20212
ERn Financial, LLC 220.04%0.04%0.05%Q4 2018Q1 20192
STIFEL NICOLAUS & CO INC \MO\ 220.00%0.00%0.00%Q2 2013Q3 20132
Fiera Capital Corp 220.02%0.03%0.03%Q3 2016Q4 20162
BlackRock Group LTD 220.00%0.00%0.00%Q3 2016Q4 20162
KCS Wealth Advisory 220.12%0.15%0.18%Q4 2017Q1 20182
CREATIVE FINANCIAL DESIGNS INC /ADV 220.00%0.00%0.00%Q1 2017Q2 20172
PRELUDE CAPITAL MANAGEMENT, LLC 220.00%0.01%0.01%Q3 2019Q4 20192
Harel Insurance Investments & Financial Services Ltd. 220.00%0.00%0.00%Q3 2018Q4 20182
WELD CAPITAL MANAGEMENT LLC 220.01%0.02%0.04%Q1 2019Q2 20192
Bedell Frazier Investment Counselling, LLC 220.08%0.09%0.10%Q3 2022Q4 20222
Mount Yale Investment Advisors, LLC 110.00%0.02%0.04%Q1 2018Q2 20192
American Financial Network Advisory Services LLC 220.00%0.00%0.00%Q3 2017Q4 20172
Prestige Wealth Management Group LLC 110.00%0.01%0.01%Q4 2018Q4 20222
Walkner Condon Financial Advisors LLC 220.02%0.03%0.03%Q2 2023Q3 20232
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q3 2019Q1 20212
ADVENT CAPITAL MANAGEMENT /DE/ 220.01%0.01%0.01%Q2 2021Q3 20212
DG CAPITAL MANAGEMENT INC 220.12%0.13%0.14%Q3 2013Q4 20132
STOCK YARDS BANK & TRUST CO 220.01%0.01%0.01%Q2 2013Q3 20132
Dominick & Dominick LLC 220.16%0.17%0.17%Q3 2014Q4 20142
SEVEN MILE ADVISORY 220.11%0.12%0.12%Q2 2023Q3 20232
SEVEN EIGHT CAPITAL, LP 110.03%0.04%0.05%Q2 2022Q4 20222
Alera Investment Advisors, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
WEALTHCARE CAPITAL MANAGEMENT LLC 220.00%0.00%0.00%Q1 2015Q2 20152
Cornerstone Planning Group LLC 110.00%0.00%0.00%Q4 2022Q2 20232
PINNACLE FINANCIAL PARTNERS INC 220.01%0.02%0.02%Q1 2017Q2 20172
Edge Advisors, LLC 220.00%0.00%0.00%Q1 2017Q2 20172
Wedmont Private Capital 110.01%0.01%0.01%Q3 2022Q3 20232
Portside Wealth Group, LLC 220.05%0.05%0.06%Q2 2023Q3 20232
Bayesian Capital Management, LP 110.01%0.05%0.10%Q4 2015Q3 20232
Wealthcare Advisory Partners LLC 110.00%0.00%0.00%Q1 2020Q1 20212
IEQ CAPITAL, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
ATWOOD & PALMER INC 220.00%0.00%0.00%Q2 2015Q3 20152
Shay Capital LLC 220.01%0.01%0.02%Q1 2023Q2 20232
Laurion Capital Management LP 220.02%0.05%0.08%Q2 2018Q3 20182
Covenant Multifamily Offices, LLC 110.01%0.02%0.04%Q4 2017Q1 20192
State of Wyoming 220.01%0.01%0.01%Q2 2021Q3 20212
Sowell Financial Services LLC 220.00%0.00%0.00%Q4 2020Q1 20212
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
BLACKROCK ADVISORS LLC 220.00%0.00%0.00%Q3 2016Q4 20162
NORTHERN TRUST CO OF CONNECTICUT 220.00%0.00%0.00%Q2 2013Q3 20132
Founders Financial Alliance, LLC 110.00%0.00%0.00%Q3 2020Q1 20212
CALDWELL SUTTER CAPITAL, INC. 220.00%0.00%0.00%Q2 2023Q3 20232
ORG Partners LLC 220.00%0.00%0.00%Q2 2023Q3 20232
MQS Management LLC 110.06%0.07%0.08%Q4 2022Q3 20232
Procyon Advisors, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Eudaimonia Partners, LLC 220.02%0.03%0.03%Q2 2023Q3 20232
J.Safra Asset Management Corp 220.12%0.14%0.15%Q2 2016Q3 20162
Ridgewood Investments LLC 220.00%0.00%0.00%Q1 2023Q2 20232
abrdn Investment Management Ltd 220.00%0.00%0.00%Q3 2013Q4 20132
Blue Barn Wealth, LLC 220.04%0.04%0.04%Q4 2022Q1 20232
Altman Advisors, Inc. 110.00%0.52%1.05%Q1 2023Q3 20232
TRUE Private Wealth Advisors 110.00%0.00%0.00%Q3 2018Q2 20192
SAMLYN CAPITAL, LLC 220.11%0.25%0.38%Q4 2022Q1 20232
Connectus Wealth, LLC 220.02%0.04%0.05%Q4 2021Q1 20222
ING GROEP NV 220.06%0.08%0.10%Q2 2013Q3 20132
Capital Wealth Planning, LLC 220.01%0.02%0.02%Q2 2023Q3 20232
1832 Asset Management L.P. 220.00%0.00%0.00%Q2 2016Q3 20162
WealthBridge Capital Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP 220.24%0.44%0.64%Q4 2014Q1 20152
Invictus RG Pte. Ltd. 220.01%0.02%0.02%Q1 2015Q2 20152
BRIGHTON JONES LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Cutter & CO Brokerage, Inc. 110.03%0.03%0.03%Q2 2015Q4 20152
FLOW TRADERS U.S. LLC 220.05%0.07%0.09%Q2 2023Q3 20232
CLEAR STREET MARKETS LLC 220.00%0.00%0.01%Q4 2022Q1 20232
Financial Management Professionals, Inc. 110.00%0.00%0.00%Q3 2021Q2 20222
Front Row Advisors LLC 220.00%0.00%0.00%Q4 2017Q1 20182
Barrett Asset Management, LLC 220.00%0.00%0.00%Q4 2015Q1 20162
Savant Capital, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
OLD MISSION CAPITAL, LLC 110.02%0.14%0.26%Q4 2016Q4 20202
Summit Trail Advisors, LLC 220.02%0.02%0.02%Q4 2017Q1 20182
BlueCrest Capital Management LLP 220.06%0.06%0.06%Q2 2013Q3 20132
Spire Wealth Management 110.00%0.00%0.00%Q1 2021Q4 20212
Wealth Alliance 220.01%0.01%0.01%Q3 2021Q4 20212
DIXON HUBARD FEINOUR & BROWN INC/VA 220.06%0.06%0.06%Q2 2013Q3 20132
Geneos Wealth Management Inc. 110.00%0.02%0.04%Q3 2016Q2 20182
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
Waverly Advisors, LLC 220.00%0.00%0.01%Q3 2013Q4 20132
Brainard Capital Management LLC 220.05%0.07%0.08%Q4 2022Q1 20232
TRUST DEPARTMENT MB FINANCIAL BANK N A 220.00%0.00%0.00%Q4 2013Q1 20142
DFPG INVESTMENTS, LLC 220.01%0.04%0.06%Q2 2023Q3 20232
Belpointe Asset Management LLC 220.00%0.01%0.02%Q4 2022Q1 20232
BB&T INVESTMENT SERVICES, INC. 110.00%0.00%0.00%Q2 2017Q4 20172
InterOcean Capital Group, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
MOTCO 220.00%0.00%0.00%Q2 2023Q3 20232
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q2 2016Q3 20162
BURNEY CO/ 220.01%0.01%0.01%Q2 2013Q3 20132
ProShare Advisors LLC 220.00%0.00%0.00%Q2 2013Q3 20132
Ford Financial Group, LLC 110.00%0.00%0.00%Q4 2017Q2 20212
MACROVIEW INVESTMENT MANAGEMENT LLC 220.00%0.00%0.00%Q3 2014Q4 20142
ShoreHaven Wealth Partners, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Cowen Investment Management LLC 110.58%1.81%3.04%Q1 2020Q4 20222
PFG Advisors 220.01%0.01%0.01%Q1 2022Q2 20222
PINNACLE ASSOCIATES LTD 220.00%0.00%0.00%Q2 2023Q3 20232
Nuveen Asset Management, LLC 220.02%0.05%0.07%Q3 2016Q4 20162
ACADIAN ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
WEXFORD CAPITAL LP 110.08%0.08%0.08%Q3 2016Q3 20161
Point72 Hong Kong Ltd 110.86%0.86%0.86%Q1 2017Q1 20171
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
Larson Financial Group LLC 110.00%0.00%0.00%Q4 2021Q4 20211
CULLEN/FROST BANKERS, INC. 110.00%0.00%0.00%Q3 2020Q3 20201
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Single Point Partners, LLC 110.06%0.06%0.06%Q2 2022Q2 20221
Interchange Capital Partners, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Financial Architects, Inc 110.00%0.00%0.00%Q3 2013Q3 20131
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
Stokes Family Office, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
B. Riley Financial, Inc. 110.02%0.02%0.02%Q2 2018Q2 20181
First Command Financial Services, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Columbus Hill Capital Management, L.P. 110.33%0.33%0.33%Q2 2015Q2 20151
Hudson Bay Capital Management LP 110.17%0.17%0.17%Q2 2013Q2 20131
Teza Capital Management LLC 110.02%0.02%0.02%Q1 2017Q1 20171
Caption Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
First Bank & Trust 110.00%0.00%0.00%Q2 2019Q2 20191
Bienville Capital Management, LLC 110.04%0.04%0.04%Q1 2021Q1 20211
AXQ CAPITAL, LP 110.26%0.26%0.26%Q2 2023Q2 20231
HAZLETT, BURT & WATSON, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
River Road Asset Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
CPWM, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Asset Dedication, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
Capital Asset Advisory Services LLC 110.00%0.00%0.00%Q4 2020Q4 20201
D'Orazio & Associates, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
BANK OF NOVA SCOTIA TRUST CO 110.00%0.00%0.00%Q3 2015Q3 20151
Winch Advisory Services, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Founders Capital Management 110.00%0.00%0.00%Q4 2017Q4 20171
Arlington Trust Co LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Capital Planning Advisors, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Employees Retirement System of Texas 110.00%0.00%0.00%Q3 2021Q3 20211
Norway Savings Bank 110.00%0.00%0.00%Q4 2020Q4 20201
Bremer Bank National Association 110.00%0.00%0.00%Q1 2019Q1 20191
Telemus Investment Management, LLC 110.03%0.03%0.03%Q2 2013Q2 20131
Prospera Financial Services Inc 110.00%0.00%0.00%Q1 2022Q1 20221
Linden Thomas Advisory Services, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Alaethes Wealth LLC 110.89%0.89%0.89%Q3 2023Q3 20231
Strategic Capital Alternatives LLC 110.01%0.01%0.01%Q2 2015Q2 20151
Delphi Private Advisors LLC 110.02%0.02%0.02%Q2 2019Q2 20191
SENTINEL TRUST CO LBA 110.01%0.01%0.01%Q1 2019Q1 20191
Fore Capital, LLC 110.10%0.10%0.10%Q3 2018Q3 20181
Transamerica Financial Advisors, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Tradeworx Inc. 110.16%0.16%0.16%Q2 2013Q2 20131
Fortis Capital Advisors, LLC 110.15%0.15%0.15%Q4 2022Q4 20221
Bollard Group LLC 110.00%0.00%0.00%Q2 2023Q2 20231
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
FMA ADVISORY INC 110.04%0.04%0.04%Q2 2015Q2 20151
Evercore Wealth Management, LLC 110.00%0.00%0.00%Q3 2013Q3 20131
CIBC Private Wealth Group, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Sustainable Insight Capital Management, LLC 110.24%0.24%0.24%Q4 2018Q4 20181
Field & Main Bank 110.00%0.00%0.00%Q2 2022Q2 20221
Gupta Wealth Management LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Karp Capital Management Corp 110.17%0.17%0.17%Q1 2017Q1 20171
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q4 2022Q4 20221
JANUS HENDERSON INVESTORS US LLC 110.00%0.00%0.00%Q4 2015Q4 20151
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO 110.00%0.00%0.00%Q3 2022Q3 20221
Cordasco Financial Network 110.00%0.00%0.00%Q2 2018Q2 20181
Apriem Advisors 110.00%0.00%0.00%Q2 2014Q2 20141
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Jacobi Capital Management LLC 110.00%0.00%0.00%Q4 2020Q4 20201
LGL PARTNERS, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Financial Engines Advisors L.L.C. 110.00%0.00%0.00%Q4 2016Q4 20161
ZEKE CAPITAL ADVISORS, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
KNIGHT CAPITAL GROUP LLC 110.00%0.00%0.00%Q2 2013Q2 20131
COMMERZBANK AKTIENGESELLSCHAFT /FI 110.00%0.00%0.00%Q2 2015Q2 20151
Santori & Peters, Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
Mariner Wealth Advisors-NYC, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Parcion Private Wealth LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Atria Wealth Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
QRG CAPITAL MANAGEMENT, INC. 110.08%0.08%0.08%Q3 2023Q3 20231
Evolution Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Claybrook Capital, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Lloyd Advisory Services, LLC. 110.03%0.03%0.03%Q3 2023Q3 20231
BOSTON PRIVATE BANK & TRUST CO 110.00%0.00%0.00%Q4 2013Q4 20131
Angeles Investment Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
WIPFLI FINANCIAL ADVISORS LLC, 110.01%0.01%0.01%Q3 2022Q3 20221
CWA Asset Management Group, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q2 2021Q2 20211
FNY Partners Fund LP 110.01%0.01%0.01%Q1 2017Q1 20171
HARBOR INVESTMENT ADVISORY, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Assenagon Asset Management S.A. 110.04%0.04%0.04%Q2 2020Q2 20201
Sageworth Trust Co 110.00%0.00%0.00%Q1 2023Q1 20231
SMITH ASSET MANAGEMENT GROUP LP 110.01%0.01%0.01%Q2 2013Q2 20131
SIGNET MANAGEMENT USA, LLC 110.19%0.19%0.19%Q4 2013Q4 20131
INR ADVISORY SERVICES LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Vident Advisory, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
IBERIABANK CORP 110.04%0.04%0.04%Q3 2013Q3 20131
JNBA Financial Advisors 110.03%0.03%0.03%Q3 2016Q3 20161
Huntington Steele LLC 110.03%0.03%0.03%Q2 2014Q2 20141
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Bain Capital Public Equity Management, LLC 110.12%0.12%0.12%Q4 2017Q4 20171
First Command Bank 110.00%0.00%0.00%Q1 2022Q1 20221
Belmont Global Advisors, Inc. 110.06%0.06%0.06%Q4 2014Q4 20141
V Wealth Advisors LLC 110.00%0.00%0.00%Q2 2017Q2 20171
XPONANCE, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Signature Financial Management, Inc. 110.01%0.01%0.01%Q3 2017Q3 20171
Sensato Investors LLC 110.06%0.06%0.06%Q3 2016Q3 20161
Financial Gravity Companies, Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
Sante Capital Fund, LP 110.24%0.24%0.24%Q2 2022Q2 20221
O'Brien Wealth Partners LLC 110.00%0.00%0.00%Q3 2018Q3 20181
WBI INVESTMENTS, LLC 110.07%0.07%0.07%Q4 2014Q4 20141
Clearstead Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
True Link Financial Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Cetera Advisors LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Jane Street Holding, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Grove Bank & Trust 110.02%0.02%0.02%Q4 2015Q4 20151
New Republic Capital, LLC 110.06%0.06%0.06%Q2 2023Q2 20231
EAGLE GLOBAL ADVISORS LLC 110.08%0.08%0.08%Q1 2018Q1 20181
SJS Investment Consulting Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
CIBC Asset Management Inc 110.00%0.00%0.00%Q1 2022Q1 20221
361 CAPITAL LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Aprio Wealth Management, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Community Bank, N.A. 110.00%0.00%0.00%Q3 2022Q3 20221
SUMIT CAPITAL, LLC 110.58%0.58%0.58%Q4 2013Q4 20131
Nelson Capital Management, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
MIZUHO SECURITIES USA LLC 110.03%0.03%0.03%Q3 2016Q3 20161
Seawolf Capital, LLC 112.10%2.10%2.10%Q1 2017Q1 20171
Andesa Financial Management Inc. 110.03%0.03%0.03%Q1 2019Q1 20191
NBC SECURITIES, INC. 110.03%0.03%0.03%Q3 2023Q3 20231
FORA Capital, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
HIGHLAND CAPITAL MANAGEMENT, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
StoneX Group Inc. 110.96%0.96%0.96%Q1 2021Q1 20211
CAPITAL GUARDIAN TRUST CO 110.00%0.00%0.00%Q2 2014Q2 20141
OLIVER LAGORE VANVALIN INVESTMENT GROUP 110.00%0.00%0.00%Q3 2023Q3 20231
Choate Investment Advisors 110.00%0.00%0.00%Q3 2023Q3 20231
Syverson Strege & Co 110.01%0.01%0.01%Q1 2023Q1 20231
Alpha Cubed Investments, LLC 110.02%0.02%0.02%Q4 2016Q4 20161
DCM Advisors, LLC 110.14%0.14%0.14%Q3 2021Q3 20211
Sunbelt Securities, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
REGENTATLANTIC CAPITAL LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Grey Fox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
CENTRAL TRUST Co 110.00%0.00%0.00%Q1 2018Q1 20181
Rossmore Private Capital 110.02%0.02%0.02%Q4 2017Q4 20171
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 110.00%0.00%0.00%Q1 2020Q1 20201
Centiva Capital, LP 110.00%0.00%0.00%Q2 2023Q2 20231
BOURGEON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Sandy Spring Bank 110.00%0.00%0.00%Q2 2021Q2 20211
Next Capital Management LLC 110.00%0.00%0.00%Q2 2019Q2 20191
ARROW FINANCIAL CORP 110.00%0.00%0.00%Q4 2015Q4 20151
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Rotella Capital Management, Inc. 110.08%0.08%0.08%Q4 2015Q4 20151
Vilas Fund, LP 110.58%0.58%0.58%Q2 2019Q2 20191
Activest Wealth Management 110.00%0.00%0.00%Q2 2022Q2 20221
Hanson & Doremus Investment Management 110.00%0.00%0.00%Q3 2015Q3 20151
Pearl River Capital, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
EXENCIAL WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q1 2013Q1 20131
JUMP TRADING, LLC 110.03%0.03%0.03%Q2 2020Q2 20201
MAPLE SECURITIES USA INC 110.00%0.00%0.00%Q4 2014Q4 20141
GLOBAL STRATEGIC MANAGEMENT INC 110.70%0.70%0.70%Q4 2020Q4 20201
CADENCE CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q1 2018Q1 20181
OneAscent Financial Services LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Arkadios Wealth Advisors 110.00%0.00%0.00%Q3 2021Q3 20211
W.G. Shaheen & Associates DBA Whitney & Co 110.00%0.00%0.00%Q3 2018Q3 20181
Calamos Wealth Management LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Shilanski & Associates, Inc. 110.12%0.12%0.12%Q3 2023Q3 20231
IHT Wealth Management, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
TCI Wealth Advisors, Inc. 110.00%0.00%0.00%Q3 2018Q3 20181
MYCIO WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
MORGENS WATERFALL VINTIADIS & CO INC 110.30%0.30%0.30%Q2 2017Q2 20171
Dixon Hughes Goodman Wealth Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Cape Investment Advisory, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
NORDEN GROUP LLC 110.03%0.03%0.03%Q3 2023Q3 20231
VECTOR WEALTH MANAGEMENT, LLC 110.05%0.05%0.05%Q1 2012Q1 20121
TFO Wealth Partners, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Steward Financial Group LLC 110.00%0.00%0.00%Q2 2022Q2 20221
EDMOND DE ROTHSCHILD HOLDING S.A. 110.00%0.00%0.00%Q3 2021Q3 20211
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.00%0.00%0.00%Q3 2018Q3 20181
TEACHERS ADVISORS, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
WealthTrust Fairport, LLC 110.00%0.00%0.00%Q3 2013Q3 20131
Atomi Financial Group, Inc. 110.09%0.09%0.09%Q3 2023Q3 20231
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
Farmers National Bank 110.00%0.00%0.00%Q1 2019Q1 20191
Lion Street Advisors, LLC 110.03%0.03%0.03%Q1 2020Q1 20201
Wealth Architects, LLC 110.03%0.03%0.03%Q1 2016Q1 20161
Crewe Advisors LLC 110.00%0.00%0.00%Q3 2020Q3 20201
BEAM WEALTH ADVISORS, INC. 110.06%0.06%0.06%Q3 2021Q3 20211
Baker Avenue Asset Management, LP 110.00%0.00%0.00%Q1 2023Q1 20231
Symmetry Investments LP 110.09%0.09%0.09%Q1 2023Q1 20231
CHILDRESS CAPITAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Allegis Investment Advisors, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Fidelis Capital Partners, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Visium Asset Management, LP 110.00%0.00%0.00%Q1 2015Q1 20151
Texas Yale Capital Corp. 110.02%0.02%0.02%Q3 2014Q3 20141
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
BROWN ADVISORY INC 110.00%0.00%0.00%Q3 2023Q3 20231
B. Riley Wealth Management, Inc. 110.02%0.02%0.02%Q3 2018Q3 20181
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This page lists all the filers that currently own MITSUBISHI UFJ FINL GROUP IN or have owned MITSUBISHI UFJ FINL GROUP IN in the past.