MOELIS & CO shareholder history

Current and past MOELIS & CO shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 3110.00%0.00%0.00%Q2 2014Q3 202376
Citadel Advisors 2960.00%0.00%0.01%Q3 2014Q3 202371
Cutler Group LLC / CA 22220.00%0.00%0.01%Q1 2016Q2 202141
MANUFACTURERS LIFE INSURANCE COMPANY, THE 38380.00%0.01%0.02%Q2 2014Q3 202338
STATE STREET CORP 38380.00%0.00%0.01%Q2 2014Q3 202338
BANK OF AMERICA CORP /DE/ 38380.00%0.00%0.01%Q2 2014Q3 202338
METROPOLITAN LIFE INSURANCE CO/NY 38380.00%0.01%0.01%Q2 2014Q3 202338
WELLS FARGO & COMPANY/MN 38380.00%0.01%0.02%Q2 2014Q3 202338
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 38380.00%0.01%0.01%Q2 2014Q3 202338
AMERICAN INTERNATIONAL GROUP, INC. 38380.00%0.00%0.01%Q2 2014Q3 202338
LORD, ABBETT & CO. LLC 38380.02%0.11%0.23%Q2 2014Q3 202338
CITIGROUP INC 38380.00%0.00%0.00%Q2 2014Q3 202338
VANGUARD GROUP INC 38380.00%0.01%0.01%Q2 2014Q3 202338
MORGAN STANLEY 38380.00%0.00%0.01%Q2 2014Q3 202338
JPMORGAN CHASE & CO 38380.01%0.01%0.02%Q2 2014Q3 202338
DEUTSCHE BANK AG\ 38380.00%0.00%0.01%Q2 2014Q3 202338
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 38380.00%0.00%0.01%Q2 2014Q3 202338
Bank of New York Mellon Corp 38380.00%0.00%0.01%Q2 2014Q3 202338
GEODE CAPITAL MANAGEMENT, LLC 38380.00%0.00%0.01%Q2 2014Q3 202338
NORTHERN TRUST CORP 38380.00%0.00%0.01%Q2 2014Q3 202338
BAMCO INC /NY/ 38380.07%0.24%0.49%Q2 2014Q3 202338
RHUMBLINE ADVISERS 38380.00%0.00%0.01%Q2 2014Q3 202338
FMR LLC 38380.00%0.00%0.01%Q2 2014Q3 202338
ROYCE & ASSOCIATES LP 3340.00%0.21%0.39%Q2 2014Q3 202337
GOLDMAN SACHS GROUP INC 3070.00%0.01%0.04%Q2 2014Q3 202337
Legal & General Group Plc 37370.00%0.00%0.00%Q3 2014Q3 202337
ALLIANCEBERNSTEIN L.P. 37370.00%0.02%0.07%Q3 2014Q3 202337
CREDIT SUISSE AG/ 3610.00%0.00%0.01%Q2 2014Q3 202337
BARCLAYS PLC 3060.00%0.00%0.01%Q2 2014Q3 202336
Swiss National Bank 36360.00%0.00%0.01%Q4 2014Q3 202336
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202336
JENNISON ASSOCIATES LLC 36360.00%0.03%0.08%Q4 2014Q3 202336
BNP PARIBAS FINANCIAL MARKETS 3510.00%0.00%0.01%Q3 2014Q3 202336
ROYAL BANK OF CANADA 36360.00%0.00%0.01%Q4 2014Q3 202336
Zurcher Kantonalbank (Zurich Cantonalbank) 35350.00%0.00%0.00%Q1 2015Q3 202335
STRS OHIO 2030.00%0.00%0.01%Q3 2014Q3 202334
GREAT WEST LIFE ASSURANCE CO /CAN/ 18160.00%0.00%0.01%Q1 2015Q3 202334
DIMENSIONAL FUND ADVISORS LP 34340.00%0.01%0.02%Q2 2015Q3 202334
NEW YORK STATE COMMON RETIREMENT FUND 34340.00%0.00%0.01%Q2 2015Q3 202334
BlackRock Inc. 34340.00%0.01%0.02%Q2 2015Q3 202334
WELLINGTON MANAGEMENT GROUP LLP 33330.00%0.00%0.01%Q2 2014Q2 202233
Tower Research Capital LLC (TRC) 2110.00%0.01%0.05%Q2 2014Q3 202333
US BANCORP \DE\ 33330.00%0.00%0.01%Q3 2015Q3 202333
UBS ASSET MANAGEMENT AMERICAS INC 3030.00%0.00%0.00%Q2 2015Q3 202333
Neuberger Berman Group LLC 2840.00%0.00%0.01%Q2 2014Q3 202332
EMERALD MUTUAL FUND ADVISERS TRUST 2840.03%0.92%1.69%Q2 2014Q3 202332
PNC FINANCIAL SERVICES GROUP, INC. 32320.00%0.00%0.00%Q4 2015Q3 202332
EMERALD ADVISERS, LLC 2830.11%0.99%1.77%Q2 2014Q3 202331
AMERIPRISE FINANCIAL INC 2920.00%0.01%0.03%Q4 2014Q3 202331
AMERICAN CENTURY COMPANIES INC 1610.00%0.01%0.03%Q2 2015Q3 202331
Capital World Investors 31310.00%0.01%0.01%Q1 2016Q3 202331
MILLENNIUM MANAGEMENT LLC 1510.00%0.01%0.03%Q3 2014Q3 202331
SCHRODER INVESTMENT MANAGEMENT GROUP 30300.00%0.01%0.02%Q2 2016Q3 202330
D. E. Shaw & Co., Inc. 2110.00%0.00%0.01%Q2 2014Q3 202330
LOS ANGELES CAPITAL MANAGEMENT LLC 2280.00%0.01%0.02%Q4 2014Q3 202230
PRINCIPAL FINANCIAL GROUP INC 16140.00%0.01%0.03%Q1 2016Q3 202330
PEAK6 Investments LLC 610.00%0.00%0.02%Q3 2018Q3 202329
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 2360.00%0.00%0.00%Q1 2016Q3 202329
PANAGORA ASSET MANAGEMENT INC 2270.00%0.01%0.08%Q4 2014Q1 202329
PARK CIRCLE Co 29290.31%1.15%2.48%Q3 2016Q3 202329
FIRST TRUST ADVISORS LP 18100.00%0.01%0.02%Q3 2016Q3 202328
Invesco Ltd. 2710.00%0.00%0.00%Q2 2015Q3 202328
STIFEL FINANCIAL CORP 27270.00%0.01%0.02%Q1 2017Q3 202327
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 27270.03%0.07%0.13%Q1 2017Q3 202327
RAYMOND JAMES & ASSOCIATES 27270.00%0.01%0.02%Q1 2017Q3 202327
VOYA INVESTMENT MANAGEMENT LLC 27270.00%0.02%0.09%Q1 2017Q3 202327
ENVESTNET ASSET MANAGEMENT INC 2020.00%0.00%0.00%Q2 2016Q3 202327
SEI INVESTMENTS CO 27270.00%0.01%0.02%Q1 2017Q3 202327
Ameritas Investment Partners, Inc. 27270.00%0.01%0.01%Q1 2017Q3 202327
Capital Impact Advisors, LLC 1970.27%0.53%0.97%Q1 2015Q3 202326
TWO SIGMA ADVISERS, LP 1730.00%0.01%0.03%Q4 2014Q3 202226
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 26260.01%0.01%0.02%Q2 2017Q3 202326
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1140.00%0.01%0.06%Q4 2014Q3 202326
Plante Moran Financial Advisors, LLC 2240.00%0.00%0.00%Q1 2016Q2 202326
VICTORY CAPITAL MANAGEMENT INC 1350.00%0.00%0.02%Q1 2016Q3 202326
NISA INVESTMENT ADVISORS, LLC 26260.00%0.01%0.02%Q2 2017Q3 202326
WINSLOW ASSET MANAGEMENT INC 26261.35%1.73%2.22%Q2 2017Q3 202326
Steward Partners Investment Advisory, LLC 26260.00%0.01%0.04%Q2 2017Q3 202326
Renaissance Technologies 1870.00%0.01%0.02%Q4 2014Q3 202225
Russell Investments Group, Ltd. 1120.00%0.01%0.04%Q4 2016Q3 202325
Harbor Advisors LLC 25250.10%0.16%0.25%Q3 2017Q3 202325
MetLife Investment Management, LLC 24240.01%0.01%0.01%Q4 2017Q3 202324
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 24240.30%1.08%2.28%Q4 2017Q3 202324
IFP Advisors, Inc 1720.00%0.00%0.01%Q1 2017Q3 202324
ACADIAN ASSET MANAGEMENT LLC 1810.00%0.00%0.05%Q4 2014Q1 202224
Sound Income Strategies, LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
HighTower Advisors, LLC 2040.00%0.03%0.10%Q3 2017Q3 202324
ASSETMARK, INC 24240.00%0.01%0.04%Q4 2017Q3 202324
Citizens Business Bank 23230.16%0.25%0.46%Q4 2016Q2 202223
Cubist Systematic Strategies, LLC 1110.00%0.03%0.07%Q4 2014Q3 202323
TEACHER RETIREMENT SYSTEM OF TEXAS 1240.00%0.00%0.00%Q4 2014Q3 202323
REGIONS FINANCIAL CORP 23230.02%0.03%0.04%Q1 2018Q3 202323
AMALGAMATED BANK 2030.00%0.01%0.02%Q4 2017Q3 202323
NORGES BANK 2020.00%0.01%0.01%Q2 2017Q4 202222
Walleye Trading LLC 910.00%0.00%0.00%Q3 2019Q3 202322
CAMPBELL NEWMAN ASSET MANAGEMENT INC 22220.04%0.06%0.08%Q2 2018Q3 202322
SG Americas Securities, LLC 930.00%0.01%0.02%Q2 2017Q2 202322
WESBANCO BANK INC 1240.01%0.03%0.07%Q4 2017Q3 202322
Man Group plc 1930.00%0.02%0.04%Q1 2018Q3 202322
AQR Capital Management 1290.00%0.00%0.01%Q1 2017Q3 202221
PARAMETRIC PORTFOLIO ASSOCIATES LLC 21210.00%0.00%0.01%Q1 2017Q1 202221
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
PRUDENTIAL FINANCIAL INC 1040.00%0.00%0.01%Q3 2016Q3 202321
CNA FINANCIAL CORP 1920.11%1.79%2.86%Q2 2014Q3 202021
MACQUARIE GROUP LTD 1610.00%0.00%0.01%Q3 2017Q1 202321
First Horizon Advisors, Inc. 950.00%0.00%0.00%Q2 2018Q3 202320
PRICE T ROWE ASSOCIATES INC /MD/ 20200.00%0.00%0.00%Q4 2018Q3 202320
ProShare Advisors LLC 1410.00%0.00%0.00%Q4 2017Q3 202320
CAPTRUST FINANCIAL ADVISORS 1550.00%0.00%0.01%Q2 2018Q3 202320
TEACHERS ADVISORS, LLC 20200.00%0.00%0.01%Q2 2014Q1 201920
BREWIN DOLPHIN LTD 20200.00%0.03%0.07%Q3 2017Q2 202220
GSA CAPITAL PARTNERS LLP 1410.02%0.06%0.11%Q4 2014Q4 202120
TIAA CREF INVESTMENT MANAGEMENT LLC 20200.00%0.00%0.01%Q2 2014Q1 201920
REILLY FINANCIAL ADVISORS, LLC 19190.00%0.00%0.00%Q2 2017Q4 202119
GLOBEFLEX CAPITAL L P 1360.03%0.15%0.52%Q1 2017Q2 202219
Squarepoint Ops LLC 810.00%0.02%0.06%Q1 2017Q3 202319
MEEDER ASSET MANAGEMENT INC 1230.00%0.02%0.04%Q2 2017Q4 202219
LPL Financial LLC 19190.00%0.00%0.00%Q1 2019Q3 202319
Parallel Advisors, LLC 1540.00%0.00%0.01%Q1 2017Q3 202319
J.P. Morgan Private Wealth Advisors LLC 1610.00%0.02%0.05%Q4 2017Q3 202318
Nuveen Asset Management, LLC 18180.00%0.00%0.01%Q2 2019Q3 202318
WASATCH ADVISORS LP 18180.14%0.44%1.17%Q2 2019Q3 202318
WESTWOOD HOLDINGS GROUP INC 18180.17%0.54%0.84%Q2 2019Q3 202318
American Portfolios Advisors 18180.00%0.00%0.00%Q2 2018Q3 202218
Allianz Asset Management GmbH 920.00%0.00%0.01%Q2 2017Q3 202318
LONDON CO OF VIRGINIA 18180.20%0.86%1.22%Q2 2019Q3 202318
FIRST HAWAIIAN BANK 18180.02%0.02%0.04%Q2 2019Q3 202318
WOLVERINE TRADING, LLC 510.00%0.00%0.01%Q1 2017Q2 202318
CWM, LLC 1080.00%0.00%0.01%Q1 2019Q3 202318
TIMUCUAN ASSET MANAGEMENT INC/FL 18180.58%3.64%5.52%Q2 2019Q3 202318
Glassman Wealth Services 1520.00%0.00%0.00%Q4 2018Q3 202317
HSBC HOLDINGS PLC 910.00%0.00%0.01%Q2 2018Q3 202317
Advisors Asset Management, Inc. 17170.01%0.04%0.11%Q3 2019Q3 202317
TWO SIGMA INVESTMENTS, LP 810.00%0.02%0.04%Q4 2014Q2 202117
Janney Montgomery Scott LLC 1430.00%0.00%0.01%Q3 2018Q3 202317
SIMON QUICK ADVISORS, LLC 1120.01%0.03%0.05%Q3 2017Q1 202217
NAPLES GLOBAL ADVISORS, LLC 1250.04%0.08%0.17%Q4 2018Q3 202317
BALYASNY ASSET MANAGEMENT L.P. 510.00%0.02%0.06%Q4 2014Q2 202217
Asset Management One Co., Ltd. 820.00%0.01%0.01%Q4 2016Q1 202316
Heard Capital LLC 16162.08%5.33%6.57%Q4 2019Q3 202316
Tributary Capital Management, LLC 16160.40%1.44%1.92%Q4 2019Q3 202316
BESSEMER GROUP INC 1120.00%0.00%0.00%Q3 2015Q3 202316
Creative Planning 810.00%0.00%0.00%Q2 2014Q3 202316
Pier Capital, LLC 1240.50%1.08%1.43%Q3 2017Q4 202116
GUGGENHEIM CAPITAL LLC 16160.00%0.00%0.01%Q4 2014Q3 201816
BANK OF MONTREAL /CAN/ 820.00%0.00%0.00%Q2 2017Q3 202316
WINTON GROUP Ltd 1510.01%0.03%0.07%Q1 2018Q1 202316
State of New Jersey Common Pension Fund D 16160.01%0.01%0.01%Q4 2019Q3 202316
Versant Capital Management, Inc 610.00%0.00%0.00%Q1 2018Q4 202316
Spark Investment Management LLC 910.04%0.17%0.55%Q2 2014Q4 201916
Capital Research Global Investors 970.00%0.01%0.03%Q2 2014Q3 202016
FIRST NATIONAL BANK OF OMAHA 16160.02%0.09%0.15%Q4 2019Q3 202316
Schonfeld Strategic Advisors LLC 810.00%0.11%0.48%Q1 2016Q2 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
CAPITAL MANAGEMENT CORP /VA 15151.44%2.99%4.29%Q1 2020Q3 202315
NATIXIS ADVISORS, L.P. 15150.01%0.02%0.04%Q1 2020Q3 202315
ALPS ADVISORS INC 520.00%0.01%0.04%Q1 2017Q2 202315
LADENBURG THALMANN FINANCIAL SERVICES INC. 15150.00%0.00%0.01%Q2 2016Q4 201915
TUDOR INVESTMENT CORP ET AL 610.01%0.03%0.07%Q2 2015Q3 202215
Edge Wealth Management LLC 15150.00%0.00%0.01%Q4 2016Q2 202015
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 15150.14%0.37%0.80%Q1 2020Q3 202315
Arizona State Retirement System 15150.01%0.01%0.01%Q1 2020Q3 202315
LOOMIS SAYLES & CO L P 1410.00%0.00%0.00%Q2 2015Q1 201915
Artisan Partners Limited Partnership 15150.08%0.10%0.14%Q1 2020Q3 202315
Quantbot Technologies LP 710.00%0.03%0.12%Q4 2017Q3 202315
JANE STREET GROUP, LLC 610.00%0.00%0.01%Q3 2017Q3 202315
Lindbrook Capital, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 15150.00%0.00%0.01%Q3 2017Q1 202115
APG Asset Management N.V. 770.00%0.03%0.07%Q4 2017Q4 202114
Holocene Advisors, LP 720.00%0.01%0.02%Q2 2018Q3 202314
VIRGINIA RETIREMENT SYSTEMS ET AL 1040.00%0.01%0.02%Q3 2016Q4 202114
D.A. DAVIDSON & CO. 1220.00%0.00%0.00%Q1 2017Q3 202314
CRAMER ROSENTHAL MCGLYNN LLC 630.13%0.67%1.39%Q2 2015Q3 202314
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 620.00%0.00%0.00%Q2 2017Q3 202314
Handelsbanken Fonder AB 14140.00%0.00%0.00%Q2 2020Q3 202314
PITCAIRN CO 14140.02%0.03%0.04%Q2 2020Q3 202314
WASHINGTON TRUST Co 14140.00%0.00%0.00%Q2 2020Q3 202314
Nationwide Fund Advisors 14140.00%0.00%0.00%Q2 2014Q3 201714
Madison Asset Management, LLC 14140.28%0.55%0.89%Q2 2020Q3 202314
SIMPLEX TRADING, LLC 710.00%0.00%0.00%Q1 2019Q1 202313
Cordasco Financial Network 13130.00%0.00%0.01%Q2 2019Q2 202213
Nicholas Investment Partners, LP 1120.21%0.45%0.82%Q4 2016Q1 202313
CORNERCAP INVESTMENT COUNSEL INC 760.10%0.14%0.21%Q4 2018Q1 202213
FEDERATED HERMES, INC. 1210.00%0.13%0.22%Q2 2014Q4 202213
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 620.01%0.01%0.02%Q3 2017Q3 202313
KENNEDY CAPITAL MANAGEMENT LLC 13130.04%0.08%0.11%Q3 2016Q3 201913
Bramshill Investments, LLC 13130.00%0.16%0.28%Q2 2019Q2 202213
MARTINGALE ASSET MANAGEMENT L P 760.00%0.02%0.03%Q1 2015Q4 202213
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 13130.00%0.00%0.00%Q3 2020Q3 202313
Westside Investment Management, Inc. 13130.00%0.00%0.00%Q3 2020Q3 202313
M&T BANK CORP 620.00%0.00%0.01%Q2 2018Q3 202313
JACOBS LEVY EQUITY MANAGEMENT, INC 710.01%0.04%0.15%Q4 2014Q1 202213
Rockefeller Capital Management L.P. 1210.00%0.00%0.00%Q1 2019Q4 202213
O'Shares Investment Advisers, LLC 760.08%0.12%0.18%Q4 2018Q1 202213
Salvus Wealth Management, LLC 12121.52%2.00%2.45%Q4 2020Q3 202312
Private Capital Group, LLC 12120.00%0.00%0.01%Q3 2019Q2 202212
Cornerstone Investment Partners, LLC 12120.05%0.10%0.14%Q4 2020Q3 202312
ADIRONDACK RETIREMENT SPECIALISTS, INC. 12122.85%11.86%17.56%Q4 2020Q3 202312
Dynamic Technology Lab Private Ltd 210.03%0.08%0.23%Q1 2015Q3 202312
FIFTH THIRD BANCORP 510.00%0.00%0.00%Q4 2014Q3 202312
Curated Wealth Partners LLC 12120.08%0.14%0.25%Q4 2020Q3 202312
PEAK6 Group LLC 660.00%0.00%0.01%Q1 2017Q2 201812
HM PAYSON & CO 420.00%0.00%0.01%Q2 2019Q3 202312
STATE OF WISCONSIN INVESTMENT BOARD 12120.00%0.00%0.00%Q4 2020Q3 202312
MERCER GLOBAL ADVISORS INC /ADV 820.00%0.00%0.01%Q1 2019Q3 202312
NORDEA INVESTMENT MANAGEMENT AB 12120.01%0.01%0.01%Q2 2017Q1 202012
NewEdge Wealth, LLC 12120.05%0.09%0.20%Q4 2020Q3 202312
HOWE & RUSLING INC 1020.00%0.00%0.00%Q1 2016Q3 202212
ZACKS INVESTMENT MANAGEMENT 750.01%0.04%0.08%Q3 2017Q1 202212
Verdence Capital Advisors LLC 12120.08%0.15%0.20%Q4 2020Q3 202312
MACKENZIE FINANCIAL CORP 620.00%0.00%0.01%Q2 2016Q1 202212
MML INVESTORS SERVICES, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
SYNOVUS FINANCIAL CORP 12120.00%0.01%0.02%Q2 2017Q1 202012
NEXT Financial Group, Inc 650.00%0.00%0.00%Q1 2019Q4 202111
BLACKROCK ADVISORS LLC 11110.00%0.00%0.00%Q2 2014Q4 201611
QS Investors, LLC 11110.00%0.00%0.00%Q3 2017Q1 202011
BlackRock Fund Advisors 11110.00%0.00%0.00%Q2 2014Q4 201611
Mondrian Investment Partners LTD 11110.00%0.10%0.17%Q3 2019Q1 202211
Hennion & Walsh Asset Management, Inc. 11110.03%0.06%0.10%Q1 2021Q3 202311
AMUNDI ASSET MANAGEMENT US, INC. 11110.00%0.00%0.00%Q4 2017Q2 202011
BlackRock Investment Management, LLC 11110.00%0.00%0.00%Q2 2014Q4 201611
SIGNATUREFD, LLC 1010.00%0.00%0.00%Q1 2020Q3 202311
Grandeur Peak Global Advisors, LLC 740.04%0.19%0.47%Q2 2020Q3 202311
Vestmark Advisory Solutions, Inc. 11110.07%0.10%0.17%Q1 2021Q3 202311
BlackRock Institutional Trust Company, N.A. 11110.00%0.00%0.00%Q2 2014Q4 201611
OppenheimerFunds, Inc. 11110.00%0.00%0.00%Q3 2016Q1 201911
KB FINANCIAL PARTNERS, LLC 10100.08%0.12%0.16%Q2 2021Q3 202310
Advisor Group, Inc. 10100.00%0.01%0.01%Q3 2017Q4 201910
AMG National Trust Bank 640.01%0.04%0.05%Q3 2019Q3 202310
TRAVELERS COMPANIES, INC. 10101.41%2.32%5.32%Q2 2015Q3 201710
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.00%Q2 2018Q3 202010
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 10100.04%0.15%0.20%Q1 2017Q2 201910
Vestcor Inc 910.01%0.10%0.17%Q1 2021Q3 202310
Chevy Chase Trust Holdings, LLC 10100.01%0.01%0.01%Q2 2021Q3 202310
Mitsubishi UFJ Trust & Banking Corp 640.00%0.00%0.00%Q3 2019Q2 202310
Engineers Gate Manager LP 310.01%0.05%0.13%Q2 2018Q2 202210
PEAK FINANCIAL ADVISORS LLC 10100.21%0.36%0.56%Q2 2021Q3 202310
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 310.00%0.00%0.00%Q3 2019Q3 202310
Advisory Services Network, LLC 910.00%0.00%0.01%Q3 2017Q2 202110
Hillsdale Investment Management Inc. 510.00%0.13%0.21%Q1 2017Q4 202110
Raymond James Financial Services Advisors, Inc. 220.00%0.00%0.00%Q2 2017Q3 202310
JANUS HENDERSON GROUP PLC 910.00%0.00%0.00%Q3 2018Q3 202310
Interval Partners, LP 620.09%0.15%0.25%Q4 2014Q3 202210
EVOKE WEALTH, LLC 990.00%0.00%0.01%Q3 2020Q3 20229
Versor Investments LP 630.02%0.04%0.08%Q3 2018Q4 20229
MARSHALL WACE, LLP 310.00%0.03%0.16%Q4 2014Q1 20219
MCKINLEY CAPITAL MANAGEMENT LLC 990.00%0.09%0.34%Q1 2017Q1 20199
CAXTON ASSOCIATES LP 630.02%0.05%0.14%Q3 2017Q2 20229
Verition Fund Management LLC 710.00%0.02%0.09%Q3 2017Q3 20229
Brinker Capital Investments, LLC 810.03%0.05%0.06%Q3 2020Q4 20229
BlackRock Group LTD 610.00%0.00%0.00%Q2 2014Q4 20169
ALLSTATE CORP 990.02%0.04%0.05%Q4 2019Q4 20219
Bayesian Capital Management, LP 310.04%0.08%0.13%Q1 2018Q1 20239
CAPITAL FUND MANAGEMENT S.A. 330.00%0.00%0.01%Q1 2016Q1 20199
OXFORD ASSET MANAGEMENT LLP 810.02%0.04%0.07%Q3 2017Q4 20199
Eagle Bay Advisors LLC 630.01%0.02%0.04%Q2 2021Q3 20239
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 630.01%0.08%0.17%Q1 2018Q3 20219
Aperio Group, LLC 990.00%0.00%0.00%Q4 2018Q4 20209
Quadrature Capital Ltd 410.02%0.06%0.23%Q1 2017Q3 20239
Capital Investment Advisory Services, LLC 810.00%0.02%0.03%Q2 2019Q3 20239
FULLER & THALER ASSET MANAGEMENT, INC. 990.00%0.02%0.06%Q3 2016Q3 20189
GROUP ONE TRADING, L.P. 310.00%0.00%0.00%Q4 2014Q3 20219
Sigma Planning Corp 990.01%0.02%0.03%Q1 2021Q1 20239
Jupiter Investment Management Ltd 710.00%0.01%0.04%Q3 2016Q3 20199
State of Tennessee, Treasury Department 310.00%0.00%0.00%Q3 2018Q3 20239
SkyView Investment Advisors, LLC 990.08%0.12%0.22%Q3 2021Q3 20239
Stone Ridge Asset Management LLC 880.05%0.07%0.12%Q4 2017Q3 20198
HUNTINGTON NATIONAL BANK 410.00%0.00%0.00%Q3 2020Q3 20238
Riverview Capital Advisers, LLC 880.10%0.13%0.17%Q4 2021Q3 20238
Marshall Wace North America L.P. 410.00%0.04%0.17%Q4 2017Q1 20218
Foresight Wealth Management, LLC 880.01%0.15%0.19%Q4 2020Q3 20228
NewEdge Advisors, LLC 440.00%0.01%0.02%Q2 2021Q3 20238
ExodusPoint Capital Management, LP 620.01%0.02%0.05%Q4 2020Q3 20238
Snowden Capital Advisors LLC 220.00%0.01%0.02%Q3 2019Q3 20238
Xact Kapitalforvaltning AB 880.00%0.01%0.01%Q1 2018Q4 20198
EXCHANGE TRADED CONCEPTS, LLC 710.00%0.00%0.00%Q3 2020Q4 20228
Allspring Global Investments Holdings, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
JFS WEALTH ADVISORS, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
WOLFF WIESE MAGANA LLC 880.02%0.03%0.04%Q4 2020Q3 20228
FourThought Financial, LLC 880.00%0.01%0.01%Q4 2020Q3 20228
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
Hudson Value Partners, LLC 880.44%0.57%0.70%Q4 2020Q3 20228
Origin Asset Management LLP 440.09%0.29%0.72%Q1 2018Q4 20218
Quantitative Systematic Strategies LLC 610.06%0.09%0.14%Q1 2015Q4 20198
UNITED CAPITAL FINANCIAL ADVISORS, LLC 510.00%0.00%0.00%Q1 2021Q3 20238
City State Bank 880.01%0.04%0.10%Q4 2021Q3 20238
First Eagle Investment Management, LLC 530.00%0.01%0.01%Q2 2021Q3 20238
Lomas Capital Management, LLC 880.50%3.36%4.46%Q2 2014Q1 20168
Bell Investment Advisors, Inc 620.00%0.00%0.00%Q3 2021Q3 20238
MALTESE CAPITAL MANAGEMENT LLC 210.04%0.35%0.57%Q2 2014Q3 20198
Richard P Slaughter Associates Inc 880.35%0.41%0.48%Q3 2021Q2 20238
EAGLE ROCK INVESTMENT COMPANY, LLC 880.33%0.41%0.66%Q4 2021Q3 20238
Trexquant Investment LP 320.02%0.05%0.11%Q4 2015Q1 20228
SHELL ASSET MANAGEMENT CO 880.01%0.01%0.01%Q4 2021Q3 20238
LIBERTY WEALTH MANAGEMENT LLC 880.00%0.01%0.01%Q4 2019Q3 20218
Quantum Private Wealth, LLC 880.16%0.23%0.29%Q4 2021Q3 20238
Alberta Investment Management Corp 620.00%0.01%0.02%Q4 2018Q3 20238
CenterBook Partners LP 880.18%0.40%0.62%Q4 2021Q3 20238
PDT Partners, LLC 310.01%0.10%0.24%Q2 2014Q3 20238
BerganKDV Wealth Management, LLC 880.00%0.00%0.00%Q3 2021Q2 20238
B. Metzler seel. Sohn & Co. AG 880.01%0.04%0.10%Q4 2021Q3 20238
WBI INVESTMENTS, LLC 320.01%0.06%0.11%Q3 2017Q3 20228
Financial Gravity Asset Management, Inc. 510.00%0.01%0.03%Q1 2018Q2 20238
AlphaCrest Capital Management LLC 510.02%0.07%0.10%Q3 2019Q3 20228
Covestor Ltd 880.04%0.07%0.10%Q4 2021Q3 20238
HANCOCK WHITNEY CORP 440.01%0.04%0.07%Q3 2017Q2 20228
JAMES INVESTMENT RESEARCH INC 710.00%0.08%0.17%Q1 2017Q1 20198
Geneos Wealth Management Inc. 770.01%0.01%0.01%Q2 2020Q4 20217
ROWLAND CARMICHAEL ADVISORS INC /ADV 770.12%0.15%0.18%Q2 2019Q4 20207
Hilton Capital Management, LLC 430.01%0.02%0.02%Q1 2019Q4 20217
Alpenglow Capital LP 771.09%3.19%6.55%Q4 2014Q2 20167
Harbour Capital Advisors, LLC 770.23%0.39%0.55%Q3 2017Q1 20197
STEVENS CAPITAL MANAGEMENT LP 310.01%0.02%0.03%Q3 2015Q2 20197
BENJAMIN F. EDWARDS & COMPANY, INC. 410.00%0.00%0.00%Q4 2017Q2 20207
SFMG, LLC 510.03%0.03%0.04%Q3 2018Q4 20217
AEGON ASSET MANAGEMENT UK PLC 770.03%0.04%0.05%Q2 2016Q4 20177
Berman Capital Advisors, LLC 610.00%0.00%0.00%Q4 2019Q3 20217
SECOR Capital Advisors, LP 210.10%0.25%0.41%Q4 2014Q1 20197
QUADRANT CAPITAL GROUP LLC 610.00%0.00%0.00%Q2 2021Q3 20237
EATON VANCE MANAGEMENT 770.00%0.00%0.00%Q1 2021Q3 20227
Robeco Institutional Asset Management B.V. 430.00%0.07%0.22%Q1 2018Q1 20227
ELLINGTON MANAGEMENT GROUP LLC 210.03%0.10%0.23%Q4 2014Q1 20197
NOMURA ASSET MANAGEMENT CO LTD 770.00%0.00%0.00%Q1 2022Q3 20237
COMERICA BANK 320.00%0.01%0.03%Q1 2017Q3 20237
VOLORIDGE INVESTMENT MANAGEMENT, LLC 210.00%0.01%0.05%Q3 2019Q1 20227
Allworth Financial LP 610.00%0.00%0.00%Q3 2021Q3 20237
BOSTON ADVISORS LLC 770.05%0.19%0.38%Q2 2017Q4 20187
TORONTO DOMINION BANK 510.00%0.00%0.00%Q3 2018Q3 20207
Cipher Capital LP 520.03%0.06%0.17%Q4 2018Q1 20217
Cambridge Investment Research Advisors, Inc. 770.00%0.00%0.00%Q4 2021Q2 20237
CHARTWELL INVESTMENT PARTNERS, LLC 770.07%0.11%0.13%Q3 2017Q1 20197
NATIONAL BANK OF CANADA /FI/ 770.00%0.00%0.01%Q1 2022Q3 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.03%0.06%0.08%Q1 2021Q4 20227
BTC Capital Management, Inc. 510.02%0.03%0.04%Q3 2020Q4 20227
DUPONT CAPITAL MANAGEMENT CORP 610.01%0.02%0.07%Q1 2019Q2 20227
Rehmann Capital Advisory Group 770.00%0.00%0.00%Q1 2018Q3 20197
O'ROURKE & COMPANY, Inc 430.15%0.17%0.19%Q4 2021Q3 20237
HARBOR INVESTMENT ADVISORY, LLC 770.00%0.00%0.00%Q3 2020Q1 20227
Argent Trust Co 660.02%0.03%0.03%Q2 2019Q3 20206
MERITAGE PORTFOLIO MANAGEMENT 420.18%0.24%0.41%Q4 2017Q1 20226
OPPENHEIMER ASSET MANAGEMENT INC. 660.01%0.02%0.04%Q2 2022Q3 20236
UNITED SERVICES AUTOMOBILE ASSOCIATION 660.00%0.00%0.00%Q1 2018Q2 20196
NAVELLIER & ASSOCIATES INC 660.04%0.29%0.39%Q3 2017Q4 20186
EverSource Wealth Advisors, LLC 660.00%0.01%0.02%Q2 2022Q3 20236
Qube Research & Technologies Ltd 310.00%0.01%0.02%Q2 2020Q1 20236
Vident Investment Advisory, LLC 660.09%0.13%0.18%Q3 2017Q4 20186
ENDEAVOUR CAPITAL ADVISORS INC 310.06%0.76%1.89%Q4 2014Q4 20196
SJS Investment Consulting Inc. 510.00%0.00%0.00%Q1 2022Q3 20236
ESSEX INVESTMENT MANAGEMENT CO LLC 420.03%0.17%0.57%Q3 2014Q3 20216
TFS CAPITAL LLC 410.03%0.10%0.29%Q4 2014Q4 20166
Disciplined Investments, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
Belpointe Asset Management LLC 420.00%0.01%0.02%Q2 2021Q1 20236
SHINE INVESTMENT ADVISORY SERVICES INC 660.02%0.03%0.03%Q2 2019Q3 20206
Schubert & Co 660.00%0.00%0.00%Q4 2021Q1 20236
Point72 Asset Management, L.P. 210.00%0.02%0.06%Q3 2018Q4 20216
PRIVATE TRUST CO NA 660.00%0.00%0.00%Q2 2022Q3 20236
Connor, Clark & Lunn Investment Management Ltd. 410.00%0.01%0.03%Q3 2018Q3 20236
Acrospire Investment Management LLC 660.03%0.04%0.05%Q1 2016Q2 20176
FIRST MERCANTILE TRUST CO 660.02%0.02%0.02%Q2 2020Q3 20216
RPG Investment Advisory, LLC 660.00%0.00%0.00%Q2 2020Q3 20216
FORA Capital, LLC 510.01%0.03%0.05%Q2 2020Q3 20226
JANUS HENDERSON INVESTORS US LLC 660.00%0.00%0.00%Q2 2014Q3 20156
TOWNSQUARE CAPITAL LLC 330.01%0.03%0.05%Q4 2018Q3 20236
Mirae Asset Global Investments Co., Ltd. 660.00%0.00%0.00%Q2 2022Q3 20236
Kepos Capital LP 660.03%0.05%0.06%Q3 2018Q4 20196
TCI Wealth Advisors, Inc. 310.00%0.00%0.00%Q1 2021Q1 20236
Clearstead Advisors, LLC 410.00%0.00%0.00%Q1 2020Q1 20226
Rise Advisors, LLC 660.00%0.00%0.00%Q4 2021Q1 20236
Atria Investments, Inc 660.01%0.02%0.04%Q1 2018Q2 20196
LUCUS ADVISORS LLC 210.23%0.39%0.50%Q2 2015Q1 20185
IndexIQ Advisors LLC 550.01%0.02%0.02%Q1 2021Q1 20225
Squar Milner Financial Services LLC 550.00%0.00%0.01%Q2 2018Q2 20195
Wakefield Asset Management LLLP 550.32%0.34%0.36%Q4 2020Q4 20215
Baird Financial Group, Inc. 410.00%0.00%0.00%Q2 2018Q1 20225
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 550.09%0.17%0.22%Q1 2018Q1 20195
Kolinsky Wealth Management, LLC 410.23%0.25%0.27%Q4 2021Q3 20235
HCR Wealth Advisors 550.29%0.30%0.32%Q4 2020Q4 20215
RUSSELL FRANK CO/ 320.00%0.00%0.01%Q4 2014Q1 20165
BRINKER CAPITAL INC 410.01%0.06%0.08%Q4 2017Q2 20205
Gillson Capital LP 410.15%0.56%0.96%Q4 2020Q2 20225
AVIVA PLC 550.01%0.01%0.01%Q3 2021Q3 20225
Ascendant Capital Management, LLC 550.89%1.32%1.64%Q4 2020Q4 20215
AHL Partners LLP 550.01%0.01%0.02%Q4 2016Q4 20175
CREATIVE FINANCIAL DESIGNS INC /ADV 550.00%0.00%0.00%Q3 2020Q3 20215
Graves Light Lenhart Wealth, Inc. 550.01%0.01%0.01%Q4 2020Q4 20215
CANADA PENSION PLAN INVESTMENT BOARD 210.00%0.00%0.01%Q4 2017Q3 20235
Virtu Financial LLC 110.02%0.02%0.03%Q3 2017Q4 20215
Jackson Creek Investment Advisors LLC 550.43%0.44%0.47%Q4 2020Q4 20215
Global Wealth Management Investment Advisory, Inc. 550.00%0.00%0.00%Q2 2019Q2 20205
ALPINE WOODS CAPITAL INVESTORS, LLC 550.01%0.01%0.02%Q4 2014Q4 20155
Global Retirement Partners, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
WEALTHSOURCE PARTNERS, LLC 550.06%0.09%0.11%Q3 2017Q3 20185
SAWGRASS ASSET MANAGEMENT LLC 410.02%0.09%0.16%Q4 2017Q3 20215
Global Financial Private Capital, Inc 550.00%0.02%0.03%Q2 2019Q2 20205
Fisher Asset Management, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
AGF INVESTMENTS INC. 550.00%0.21%0.31%Q2 2017Q2 20185
JUNCTURE WEALTH STRATEGIES, LLC 550.12%0.22%0.30%Q4 2022Q4 20235
BDO Wealth Advisors, LLC 550.00%0.00%0.00%Q4 2021Q4 20225
Vanguard Personalized Indexing Management, LLC 410.01%0.01%0.01%Q2 2022Q3 20235
PICTET ASSET MANAGEMENT SA 320.00%0.00%0.00%Q3 2021Q2 20235
Fieldpoint Private Securities, LLC 550.00%0.05%0.12%Q1 2021Q1 20225
Psagot Value Holdings Ltd. / (Israel) 550.07%0.11%0.15%Q3 2021Q3 20225
Hexagon Capital Partners LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Amundi 410.00%0.00%0.00%Q1 2022Q2 20235
Cypress Capital Management LLC (WY) 550.02%0.71%0.99%Q3 2017Q3 20185
Paloma Partners Management Co 210.01%0.01%0.01%Q1 2018Q4 20215
Cavalier Investments, LLC 550.20%0.35%0.46%Q3 2017Q3 20185
FinTrust Capital Advisors, LLC 550.01%0.01%0.02%Q4 2018Q4 20195
Tradition Wealth Management, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
ClariVest Asset Management LLC 550.14%0.18%0.20%Q1 2021Q1 20225
HIGHBRIDGE CAPITAL MANAGEMENT LLC 210.00%0.03%0.09%Q3 2016Q1 20195
PUTNAM INVESTMENTS LLC 320.00%0.00%0.00%Q3 2014Q1 20225
Cetera Advisors LLC 410.01%0.01%0.02%Q4 2017Q1 20195
HBK INVESTMENTS L P 320.00%0.01%0.01%Q2 2017Q1 20195
Parallax Volatility Advisers, L.P. 550.00%0.00%0.00%Q4 2017Q4 20185
Better Money Decisions, LLC 310.01%0.01%0.01%Q1 2021Q2 20224
WADDELL & REED FINANCIAL INC 440.03%0.04%0.05%Q2 2014Q1 20154
B. Metzler seel. Sohn & Co. Holding AG 440.02%0.02%0.03%Q4 2020Q3 20214
Orion Portfolio Solutions, LLC 310.00%0.02%0.03%Q4 2019Q3 20234
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 210.00%0.01%0.01%Q4 2018Q4 20214
Assenagon Asset Management S.A. 210.00%0.02%0.03%Q2 2019Q3 20234
Moran Wealth Management, LLC 440.05%0.08%0.10%Q4 2022Q3 20234
BUCKINGHAM CAPITAL MANAGEMENT INC 440.29%0.47%0.63%Q4 2018Q3 20194
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
MASSMUTUAL TRUST CO FSB/ADV 310.00%0.00%0.00%Q1 2015Q4 20234
TURNER INVESTMENTS LLC 440.01%0.04%0.07%Q2 2014Q1 20154
Brandywine Global Investment Management, LLC 440.01%0.02%0.03%Q4 2021Q3 20224
FineMark National Bank & Trust 440.00%0.00%0.00%Q4 2014Q3 20154
GABELLI FUNDS LLC 440.00%0.01%0.01%Q4 2022Q3 20234
GAM Holding AG 440.01%0.02%0.03%Q2 2018Q1 20194
DGS Capital Management, LLC 440.16%0.17%0.20%Q2 2022Q1 20234
JONES FINANCIAL COMPANIES LLLP 440.00%0.00%0.00%Q1 2021Q4 20214
Laurion Capital Management LP 110.00%0.05%0.14%Q2 2014Q3 20184
MGO ONE SEVEN LLC 220.06%0.07%0.10%Q4 2017Q4 20184
Mariner, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
WELD CAPITAL MANAGEMENT LLC 210.14%0.28%0.44%Q3 2019Q1 20214
RAYMOND JAMES TRUST N.A. 220.01%0.01%0.01%Q2 2021Q3 20234
Baker Avenue Asset Management, LP 440.00%0.00%0.00%Q4 2022Q3 20234
SVB WEALTH LLC 440.01%0.01%0.01%Q4 2020Q3 20214
Cetera Advisor Networks LLC 310.00%0.00%0.00%Q2 2020Q1 20224
Patriot Financial Group Insurance Agency, LLC 440.00%0.00%0.00%Q1 2019Q4 20194
DRIVE WEALTH MANAGEMENT, LLC 440.09%0.13%0.18%Q4 2022Q3 20234
NumerixS Investment Technologies Inc 210.01%0.03%0.06%Q4 2017Q2 20204
WCM INVESTMENT MANAGEMENT, LLC 440.01%0.01%0.02%Q1 2019Q4 20194
LMCG INVESTMENTS, LLC 440.03%0.04%0.06%Q4 2014Q3 20154
Lake Point Wealth Management 310.00%0.00%0.00%Q4 2018Q4 20194
GLG LLC 440.04%0.06%0.08%Q2 2015Q1 20164
Northwest Bancshares, Inc. 310.05%0.06%0.09%Q2 2018Q3 20214
Bridgefront Capital, LLC 220.08%0.21%0.34%Q1 2021Q1 20224
Phoenix Holdings Ltd. 440.52%0.56%0.58%Q4 2019Q3 20204
JOYN Advisors, Inc. 440.01%0.01%0.01%Q1 2018Q4 20184
Winslow, Evans & Crocker, Inc. 210.00%0.01%0.02%Q4 2017Q4 20204
Assured Investment Management LLC 310.00%0.01%0.01%Q1 2018Q1 20194
Third Point 440.05%0.09%0.13%Q2 2014Q1 20154
Steward Financial Group LLC 210.00%0.00%0.00%Q2 2022Q3 20234
Philadelphia Financial Management of San Francisco, LLC 211.32%2.26%3.00%Q2 2014Q2 20194
Neo Ivy Capital Management 110.04%0.13%0.25%Q2 2020Q3 20234
Front Row Advisors LLC 440.00%0.00%0.00%Q4 2017Q3 20184
XTX Topco Ltd 210.04%0.10%0.13%Q1 2021Q3 20234
AllSquare Wealth Management LLC 440.00%0.00%0.01%Q2 2018Q1 20194
Point72 Hong Kong Ltd 310.01%0.04%0.11%Q1 2018Q1 20194
Hodges Capital Management Inc. 220.03%0.46%0.70%Q1 2018Q4 20194
BOGLE INVESTMENT MANAGEMENT L P /DE/ 110.02%0.13%0.31%Q1 2017Q4 20194
Colonial Trust Co / SC 440.00%0.00%0.00%Q4 2022Q3 20234
Ensign Peak Advisors, Inc 440.00%0.00%0.00%Q4 2022Q3 20234
CLINTON GROUP INC 440.01%0.02%0.03%Q2 2016Q1 20174
FIRST QUADRANT LLC/CA 220.00%0.07%0.18%Q4 2018Q1 20224
American Financial Network Advisory Services LLC 440.47%0.56%0.66%Q1 2018Q4 20184
Freedom Investment Management, Inc. 440.02%0.02%0.02%Q4 2017Q3 20184
State of Wyoming 310.01%0.06%0.12%Q4 2021Q1 20234
EAM Investors, LLC 330.32%0.42%0.47%Q1 2017Q3 20173
FOX RUN MANAGEMENT, L.L.C. 110.06%0.15%0.20%Q2 2019Q2 20233
MONROE BANK & TRUST/MI 330.00%0.00%0.01%Q4 2017Q2 20183
Timber Creek Capital Management LLC 330.00%0.00%0.00%Q1 2022Q3 20223
Johnson Financial Group, Inc. 330.00%0.00%0.00%Q2 2021Q4 20213
DEPRINCE RACE & ZOLLO INC 330.37%0.64%0.82%Q1 2017Q3 20173
Blueshift Asset Management, LLC 210.03%0.10%0.14%Q2 2020Q2 20213
MUFG Americas Holdings Corp 330.00%0.00%0.00%Q3 2021Q1 20223
Aspire Private Capital, LLC 330.00%0.00%0.00%Q2 2019Q4 20193
Kestra Advisory Services, LLC 210.00%0.00%0.00%Q2 2021Q1 20223
Skandinaviska Enskilda Banken AB (publ) 330.00%0.00%0.00%Q1 2021Q3 20213
BARROW HANLEY MEWHINNEY & STRAUSS LLC 330.00%0.01%0.01%Q2 2019Q4 20193
Smith Group Asset Management, LLC 330.01%0.02%0.03%Q3 2021Q1 20223
Caption Management, LLC 110.01%0.02%0.02%Q2 2021Q2 20213
HRT FINANCIAL LP 110.00%0.01%0.02%Q1 2021Q3 20233
CAUSEWAY CAPITAL MANAGEMENT LLC 330.47%0.57%0.65%Q1 2020Q3 20203
Standard Family Office LLC 330.01%0.02%0.03%Q4 2020Q2 20213
NVWM, LLC 330.00%0.00%0.00%Q3 2020Q1 20213
KINGS POINT CAPITAL MANAGEMENT 330.00%0.00%0.00%Q3 2021Q1 20223
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 330.00%0.00%0.01%Q2 2022Q4 20223
PATHSTONE FAMILY OFFICE, LLC 330.00%0.00%0.01%Q4 2018Q2 20193
MENTA CAPITAL LLC 330.09%0.15%0.23%Q1 2017Q3 20173
DFPG INVESTMENTS, LLC 330.06%0.15%0.21%Q1 2023Q3 20233
Grantham, Mayo, Van Otterloo & Co. LLC 330.00%0.00%0.00%Q2 2017Q4 20173
Psagot Value Holdings Ltd. 330.02%0.06%0.15%Q1 2021Q3 20213
Invictus RG 210.06%0.21%0.36%Q1 2017Q1 20183
CIBC Private Wealth Group, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
A.R.T. Advisors, LLC 110.02%0.03%0.04%Q2 2016Q4 20193
Magnetar Financial LLC 210.00%0.02%0.03%Q4 2021Q1 20233
DEERE & CO 330.02%0.03%0.03%Q3 2014Q1 20153
WHITTIER TRUST CO 330.00%0.00%0.00%Q3 2022Q1 20233
Campion Asset Management 330.20%0.23%0.26%Q3 2021Q1 20223
Empowered Funds, LLC 210.46%0.48%0.49%Q4 2017Q3 20183
CastleKnight Management LP 330.10%0.12%0.16%Q1 2022Q3 20223
OPPENHEIMER & CO INC 110.01%0.01%0.02%Q2 2020Q2 20213
DUALITY ADVISERS, LP 210.04%0.12%0.16%Q2 2022Q3 20233
BROWN ADVISORY INC 210.01%0.01%0.01%Q2 2018Q1 20193
ETRADE Capital Management LLC 330.01%0.01%0.01%Q2 2018Q4 20183
MAZAMA CAPITAL MANAGEMENT INC 330.01%0.01%0.02%Q2 2014Q4 20143
TRUIST FINANCIAL CORP 330.00%0.00%0.00%Q1 2023Q3 20233
GREAT LAKES ADVISORS, LLC 330.12%0.15%0.18%Q2 2018Q4 20183
RGT Wealth Advisors, LLC 330.12%0.66%0.94%Q1 2018Q3 20183
USA FINANCIAL FORMULAS 330.10%0.16%0.19%Q1 2018Q3 20183
Olympiad Research LP 210.07%0.15%0.26%Q1 2020Q1 20223
CX Institutional 210.00%0.01%0.02%Q2 2019Q3 20223
HARBOUR INVESTMENTS, INC. 330.00%0.00%0.00%Q1 2021Q3 20213
Virtu KCG Holdings LLC 110.01%0.02%0.03%Q2 2014Q2 20173
PICTET ASSET MANAGEMENT LTD 330.00%0.00%0.00%Q4 2020Q2 20213
Arden Trust Co 330.04%0.05%0.05%Q2 2023Q4 20233
JUPITER ASSET MANAGEMENT LTD 210.00%0.01%0.02%Q1 2022Q4 20223
Convergence Investment Partners, LLC 210.06%0.34%0.49%Q3 2017Q1 20223
OneDigital Investment Advisors LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Horan Securities, Inc. 210.00%0.00%0.00%Q2 2022Q1 20233
Forward Management, LLC 330.02%0.02%0.03%Q3 2014Q1 20153
MAVERICK CAPITAL LTD 330.00%0.00%0.01%Q1 2021Q3 20213
Wealthcare Advisory Partners LLC 330.00%0.00%0.00%Q3 2017Q1 20183
Quantamental Technologies LLC 330.03%0.07%0.10%Q4 2018Q2 20193
Southside Capital, LLC 330.74%1.65%2.30%Q2 2019Q4 20193
Lenox Wealth Advisors, LLC 210.00%0.01%0.01%Q4 2020Q1 20223
Senvest Management, LLC 330.14%0.18%0.20%Q1 2019Q3 20193
Arlington Partners LLC 330.00%0.00%0.01%Q1 2023Q3 20233
AXIOM INVESTORS LLC /DE 330.01%0.02%0.02%Q2 2014Q4 20143
MCF Advisors LLC 330.00%0.00%0.00%Q3 2018Q1 20193
BlueCrest Capital Management Ltd 110.02%0.04%0.10%Q1 2018Q1 20233
ADVISORY RESEARCH INC 330.04%0.14%0.35%Q4 2021Q2 20223
abrdn Investment Management Ltd 330.03%0.03%0.03%Q2 2014Q4 20143
Newport Capital Group, LLC 225.74%9.44%13.14%Q1 2023Q2 20232
Centiva Capital, LP 110.01%0.03%0.04%Q3 2021Q2 20232
Jefferies Group LLC 110.00%0.00%0.00%Q3 2019Q2 20222
RAIFF PARTNERS INC 223.67%4.95%6.23%Q4 2016Q1 20172
361 CAPITAL LLC 110.41%0.44%0.46%Q3 2017Q1 20192
Bartlett & Co. LLC 220.00%0.00%0.00%Q2 2022Q3 20222
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 110.01%0.01%0.01%Q4 2014Q3 20192
L & S Advisors Inc 220.09%0.10%0.12%Q2 2018Q3 20182
Anchor Investment Management, LLC 220.00%0.00%0.00%Q2 2020Q3 20202
Prana Capital Management, LP 220.14%0.17%0.21%Q3 2021Q4 20212
AIGEN INVESTMENT MANAGEMENT, LP 110.03%0.05%0.07%Q4 2019Q4 20202
Gradient Investments LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Harvest Fund Management Co., Ltd 220.00%0.01%0.01%Q3 2021Q4 20212
KBC Group NV 220.00%0.00%0.00%Q2 2023Q3 20232
Louisiana State Employees Retirement System 220.04%0.04%0.04%Q2 2023Q3 20232
CANYON CAPITAL ADVISORS LLC 220.10%0.10%0.11%Q2 2014Q3 20142
Spire Wealth Management 220.00%0.00%0.00%Q4 2022Q1 20232
TEXAS PERMANENT SCHOOL FUND CORP 220.02%0.02%0.02%Q2 2023Q3 20232
Prospera Financial Services Inc 220.00%0.00%0.00%Q1 2022Q2 20222
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 220.01%0.01%0.01%Q2 2023Q3 20232
Lee Financial Co 220.00%0.00%0.00%Q1 2018Q2 20182
Financial Gravity Companies, Inc. 220.00%0.00%0.00%Q4 2017Q1 20182
KOCH INDUSTRIES INC 220.06%0.07%0.08%Q4 2017Q1 20182
FRED ALGER MANAGEMENT, LLC 220.01%0.01%0.01%Q1 2020Q2 20202
PUBLIC SECTOR PENSION INVESTMENT BOARD 220.03%0.03%0.04%Q2 2023Q3 20232
Legato Capital Management LLC 220.07%0.09%0.11%Q4 2022Q1 20232
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 220.02%0.02%0.03%Q2 2023Q3 20232
Capula Management Ltd 220.00%0.00%0.00%Q2 2021Q3 20212
Employees Retirement System of Texas 220.01%0.01%0.01%Q4 2018Q1 20192
SEVEN EIGHT CAPITAL, LP 110.03%0.04%0.05%Q3 2018Q2 20192
Teza Capital Management LLC 220.08%0.11%0.14%Q2 2023Q3 20232
Sciencast Management LP 110.11%0.27%0.43%Q4 2020Q2 20232
THRIVENT FINANCIAL FOR LUTHERANS 220.01%0.01%0.01%Q2 2023Q3 20232
Campbell & CO Investment Adviser LLC 110.15%0.20%0.25%Q1 2021Q1 20222
Verity & Verity, LLC 220.03%0.03%0.04%Q3 2021Q4 20212
GLENMEDE TRUST CO NA 110.00%0.00%0.00%Q4 2016Q3 20172
BlueMar Capital Management, LLC 220.65%0.98%1.32%Q1 2018Q2 20182
Ellevest, Inc. 220.00%0.00%0.00%Q4 2022Q1 20232
ORG Partners LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Roubaix Capital, LLC 221.66%2.46%3.25%Q1 2019Q2 20192
Maryland State Retirement & Pension System 220.02%0.02%0.02%Q2 2023Q3 20232
AdvisorNet Financial, Inc 220.00%0.00%0.00%Q4 2022Q1 20232
UBS AG 220.00%0.00%0.00%Q2 2014Q3 20142
VAN ECK ASSOCIATES CORP 220.00%0.00%0.00%Q4 2021Q1 20222
GENERAL ELECTRIC CO 220.01%0.01%0.01%Q4 2014Q1 20152
Y-Intercept (Hong Kong) Ltd 220.05%0.07%0.08%Q4 2022Q1 20232
Integrated Wealth Concepts LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Edge Capital Group, LLC 110.07%0.08%0.08%Q2 2021Q4 20212
AJO, LP 220.03%0.03%0.03%Q4 2018Q1 20192
Kore Private Wealth LLC 220.01%0.01%0.01%Q1 2020Q2 20202
Jump Financial, LLC 110.04%0.05%0.06%Q2 2021Q1 20232
Pearl River Capital, LLC 110.11%0.22%0.33%Q4 2018Q3 20192
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 220.01%0.01%0.01%Q2 2023Q3 20232
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 220.00%0.00%0.00%Q2 2017Q3 20172
OCCUDO QUANTITATIVE STRATEGIES LP 220.33%0.39%0.46%Q4 2020Q1 20212
Catalyst Capital Advisors LLC 220.00%0.00%0.00%Q1 2018Q2 20182
Solstein Capital, LLC 110.21%0.24%0.28%Q3 2020Q3 20212
FRANKLIN RESOURCES INC 220.00%0.00%0.00%Q1 2022Q2 20222
Accel Wealth Management 220.00%0.00%0.00%Q4 2020Q1 20212
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q4 2022Q3 20232
AXA S.A. 220.00%0.00%0.00%Q3 2017Q4 20172
Par Capital Management 220.04%0.05%0.06%Q3 2015Q4 20152
Smithfield Trust Co 220.01%0.01%0.01%Q2 2019Q3 20192
CASTLE WEALTH MANAGEMENT LLC 220.01%0.01%0.02%Q2 2022Q3 20222
AFFINITY INVESTMENT ADVISORS, LLC 220.21%0.22%0.22%Q1 2020Q2 20202
MYCIO WEALTH PARTNERS, LLC 220.00%0.00%0.00%Q1 2016Q2 20162
Azora Capital LP 110.87%0.96%1.04%Q3 2018Q1 20212
YOUSIF CAPITAL MANAGEMENT, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Artemis Investment Management LLP 220.22%0.24%0.25%Q1 2019Q2 20192
GoalVest Advisory LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Ergoteles LLC 110.02%0.02%0.02%Q4 2020Q4 20222
300 NORTH CAPITAL, LLC 220.05%0.06%0.07%Q4 2014Q1 20152
Brookfield Asset Management 110.01%0.01%0.01%Q3 2020Q2 20232
Parkside Financial Bank & Trust 220.00%0.00%0.00%Q2 2023Q3 20232
ADVISOR PARTNERS II, LLC 220.01%0.01%0.02%Q2 2023Q3 20232
CENTRAL TRUST Co 220.00%0.00%0.00%Q2 2018Q3 20182
BRIDGEWAY CAPITAL MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2019Q3 20192
CREDIT AGRICOLE S A 110.00%0.00%0.00%Q4 2014Q3 20172
Sheaff Brock Investment Advisors, LLC 220.02%0.02%0.03%Q4 2015Q1 20162
State of Alaska, Department of Revenue 220.02%0.02%0.02%Q2 2023Q3 20232
Graham Capital Management, L.P. 110.01%0.02%0.03%Q4 2021Q3 20222
PARADIGM ASSET MANAGEMENT CO LLC 220.04%0.04%0.04%Q1 2015Q2 20152
DECADE CAPITAL MANAGEMENT LLC 220.01%0.22%0.42%Q4 2014Q1 20152
Athanor Capital, LP 220.01%0.02%0.02%Q3 2020Q4 20202
Alpha DNA Investment Management LLC 220.01%0.02%0.03%Q4 2020Q1 20212
FAIRFIELD, BUSH & CO. 110.00%0.00%0.00%Q2 2023Q2 20231
QRG CAPITAL MANAGEMENT, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
STRATEGIC INVESTMENT MANAGEMENT, LLC 110.06%0.06%0.06%Q4 2014Q4 20141
CABOT WEALTH MANAGEMENT INC 110.37%0.37%0.37%Q1 2019Q1 20191
Cordant, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Founders Financial Alliance, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Alaethes Wealth LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Manatuck Hill Partners, LLC 110.24%0.24%0.24%Q3 2020Q3 20201
Enlightenment Research, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Redhawk Wealth Advisors, Inc. 110.01%0.01%0.01%Q2 2019Q2 20191
FDx Advisors, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
DARK FOREST CAPITAL MANAGEMENT LP 110.03%0.03%0.03%Q4 2021Q4 20211
HAZLETT, BURT & WATSON, INC. 110.01%0.01%0.01%Q1 2023Q1 20231
M Holdings Securities, Inc. 110.03%0.03%0.03%Q1 2021Q1 20211
Mitsubishi UFJ Asset Management Co., Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Capital Bank & Trust Co 110.00%0.00%0.00%Q3 2018Q3 20181
Ford Financial Group, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Cresset Asset Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Richard Bernstein Advisors LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Aquatic Capital Management LLC 110.03%0.03%0.03%Q2 2022Q2 20221
Shay Capital LLC 110.12%0.12%0.12%Q3 2021Q3 20211
AGF Investments LLC 110.03%0.03%0.03%Q2 2017Q2 20171
Tibra Equities Europe Ltd 110.05%0.05%0.05%Q1 2019Q1 20191
CIBC Asset Management Inc 110.00%0.00%0.00%Q2 2023Q2 20231
Qsemble Capital Management, LP 110.12%0.12%0.12%Q3 2023Q3 20231
Castleview Partners, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Signition LP 110.14%0.14%0.14%Q4 2018Q4 20181
First Capital Advisors Group, LLC. 110.01%0.01%0.01%Q2 2023Q2 20231
Ground Swell Capital, LLC 110.01%0.01%0.01%Q2 2014Q2 20141
Blue Trust, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
25 LLC 110.00%0.00%0.00%Q2 2023Q2 20231
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
SPRING CREEK CAPITAL LLC 110.07%0.07%0.07%Q2 2018Q2 20181
Kinloch Capital, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
Cider Mill Investments LP 111.09%1.09%1.09%Q4 2016Q4 20161
Amalgamated Financial Corp. 110.00%0.00%0.00%Q1 2022Q1 20221
Evolution Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Counterpoint Mutual Funds LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Wellington Shields Capital Management, LLC 110.05%0.05%0.05%Q1 2018Q1 20181
NN Investment Partners Holdings N.V. 110.01%0.01%0.01%Q4 2021Q4 20211
COMERICA SECURITIES,INC. 110.00%0.00%0.00%Q4 2022Q4 20221
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q3 2023Q3 20231
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
Castellan Group 111.72%1.72%1.72%Q4 2021Q4 20211
TFO Wealth Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Chicago Partners Investment Group LLC 110.02%0.02%0.02%Q2 2022Q2 20221
BRANDYWINE OAK PRIVATE WEALTH LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Seven Springs Wealth Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Julex Capital Management, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
PIEDMONT INVESTMENT ADVISORS INC 110.00%0.00%0.00%Q2 2018Q2 20181
Asset Dedication, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Ignite Planners, LLC 110.21%0.21%0.21%Q3 2023Q3 20231
Princeton Alpha Management LP 110.06%0.06%0.06%Q1 2015Q1 20151
M&G INVESTMENT MANAGEMENT LTD 110.00%0.00%0.00%Q3 2021Q3 20211
LAZARD ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q4 2021Q4 20211
CLEAR STREET MARKETS LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Sterling Global Strategies LLC 110.08%0.08%0.08%Q4 2018Q4 20181
Glassy Mountain Advisors, Inc. 110.06%0.06%0.06%Q4 2022Q4 20221
TD Waterhouse Canada Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Stratos Wealth Partners, LTD. 110.00%0.00%0.00%Q4 2017Q4 20171
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
DEAN INVESTMENT ASSOCIATES, LLC 110.61%0.61%0.61%Q3 2017Q3 20171
Landsberg, Bennett, & Dubbaneh LLC 110.37%0.37%0.37%Q4 2018Q4 20181
B. Riley Wealth Advisors, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Garrett Wealth Advisory Group, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Prime Capital Investment Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
SkyOak Wealth, LLC 110.14%0.14%0.14%Q2 2020Q2 20201
Weiss Multi-Strategy Advisers LLC 110.07%0.07%0.07%Q3 2019Q3 20191
LEVIN CAPITAL STRATEGIES, L.P. 110.04%0.04%0.04%Q4 2021Q4 20211
Headlands Technologies LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Glacier Peak Capital LLC 111.02%1.02%1.02%Q3 2019Q3 20191
CIBC WORLD MARKET INC. 110.00%0.00%0.00%Q2 2021Q2 20211
Emerald Acquisition Ltd. 110.00%0.00%0.00%Q2 2016Q2 20161
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Lebenthal Global Advisors, LLC 110.12%0.12%0.12%Q2 2021Q2 20211
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Delpha Capital Management, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
AMP Capital Investors Ltd 110.00%0.00%0.00%Q4 2018Q4 20181
KBI Global Investors Ltd 110.02%0.02%0.02%Q2 2016Q2 20161
BRASADA CAPITAL MANAGEMENT, LP 110.09%0.09%0.09%Q4 2020Q4 20201
PRELUDE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Omega Advisors Inc. 110.03%0.03%0.03%Q4 2014Q4 20141
C M BIDWELL & ASSOCIATES LTD 110.14%0.14%0.14%Q4 2021Q4 20211
Gyon Technologies Capital Management, LP 110.17%0.17%0.17%Q2 2022Q2 20221
COMMONWEALTH EQUITY SERVICES, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Pictet Asset Management Holding SA 110.00%0.00%0.00%Q3 2023Q3 20231
Regent Peak Wealth Advisors LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Airain ltd 110.03%0.03%0.03%Q2 2017Q2 20171
Nachman Norwood & Parrott, Inc 110.01%0.01%0.01%Q3 2020Q3 20201
Lisanti Capital Growth, LLC 110.29%0.29%0.29%Q2 2018Q2 20181
Otter Creek Advisors, LLC 110.92%0.92%0.92%Q3 2018Q3 20181
Private Advisor Group, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Monarch Partners Asset Management LLC 111.33%1.33%1.33%Q4 2020Q4 20201
SHAPIRO ROBERT N 110.01%0.01%0.01%Q3 2014Q3 20141
MANAGED ACCOUNT ADVISORS LLC 110.00%0.00%0.00%Q4 2014Q4 20141
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 110.00%0.00%0.00%Q3 2019Q3 20191
Shellback Capital, LP 110.79%0.79%0.79%Q4 2014Q4 20141
Illinois Municipal Retirement Fund 110.03%0.03%0.03%Q3 2023Q3 20231
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
WealthOne, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Atom Investors LP 110.05%0.05%0.05%Q1 2019Q1 20191
CANTOR FITZGERALD, L. P. 110.00%0.00%0.00%Q2 2022Q2 20221
Numeric Investors LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Arkadios Wealth Advisors 110.00%0.00%0.00%Q2 2021Q2 20211
EVERENCE CAPITAL MANAGEMENT INC 110.03%0.03%0.03%Q3 2023Q3 20231
Dean Capital Management 111.24%1.24%1.24%Q3 2017Q3 20171
CAPITAL GUARDIAN TRUST CO 110.00%0.00%0.00%Q3 2018Q3 20181
Kingsview Wealth Management, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Numerai GP LLC 110.37%0.37%0.37%Q3 2023Q3 20231
KCS Wealth Advisory 110.01%0.01%0.01%Q3 2019Q3 20191
MSI Financial Services Inc 110.00%0.00%0.00%Q1 2016Q1 20161
MADISON WEALTH MANAGEMENT 110.08%0.08%0.08%Q4 2019Q4 20191
Simplicity Solutions, LLC 110.11%0.11%0.11%Q4 2015Q4 20151
Cape Investment Advisory, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q1 2019Q1 20191
HAP Trading, LLC 110.01%0.01%0.01%Q3 2017Q3 20171
Virtus Fund Advisers, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Quantinno Capital Management LP 110.20%0.20%0.20%Q1 2019Q1 20191
Petrus Trust Company, LTA 110.02%0.02%0.02%Q4 2020Q4 20201
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
GLG Partners LP 110.01%0.01%0.01%Q2 2015Q2 20151
R&F Capital Advisors LP 110.06%0.06%0.06%Q1 2017Q1 20171
Summit Trail Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
STRYCKER VIEW CAPITAL LLC 111.93%1.93%1.93%Q1 2019Q1 20191
CAHILL FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20211
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 110.08%0.08%0.08%Q3 2023Q3 20231
CM WEALTH ADVISORS LLC 110.28%0.28%0.28%Q1 2023Q1 20231
Diversified Trust Co 110.02%0.02%0.02%Q4 2021Q4 20211
MOODY NATIONAL BANK TRUST DIVISION 110.00%0.00%0.00%Q4 2018Q4 20181
GQ Asset Management, LLC 110.08%0.08%0.08%Q1 2019Q1 20191
BB&T SECURITIES, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Sageworth Trust Co 110.00%0.00%0.00%Q1 2019Q1 20191
HIGHLINE CAPITAL MANAGEMENT, L.P. 112.84%2.84%2.84%Q1 2019Q1 20191
1834 INVESTMENT ADVISORS CO 110.00%0.00%0.00%Q2 2020Q2 20201
Scoria Capital Partners LP 110.21%0.21%0.21%Q1 2015Q1 20151
EASTERLY INVESTMENT PARTNERS LLC 110.06%0.06%0.06%Q2 2019Q2 20191
Arlington Trust Co LLC 110.01%0.01%0.01%Q3 2023Q3 20231
MUFG Securities EMEA plc 110.03%0.03%0.03%Q3 2018Q3 20181
BlackRock Japan Co. Ltd 110.00%0.00%0.00%Q4 2016Q4 20161
DENALI ADVISORS LLC 110.00%0.00%0.00%Q4 2022Q4 20221
CULLEN/FROST BANKERS, INC. 110.00%0.00%0.00%Q1 2023Q1 20231
Leucadia National 110.00%0.00%0.00%Q2 2023Q2 20231
Interchange Capital Partners, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
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This page lists all the filers that currently own MOELIS & CO or have owned MOELIS & CO in the past.