MOODYS CORP shareholder history

Current and past MOODYS CORP shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.00%0.01%Q2 2013Q3 2023121
CITIGROUP INC 42420.00%0.01%0.14%Q2 2013Q3 2023114
BARCLAYS PLC 42420.00%0.01%0.10%Q2 2013Q3 2023103
Citadel Advisors 42420.00%0.01%0.06%Q2 2013Q3 2023100
Walleye Trading LLC 24170.00%0.01%0.16%Q2 2013Q3 202397
Parallax Volatility Advisers, L.P. 1710.00%0.00%0.03%Q2 2013Q3 202383
WOLVERINE TRADING, LLC 29290.00%0.01%0.03%Q3 2016Q3 202381
D. E. Shaw & Co., Inc. 42420.00%0.05%0.32%Q2 2013Q3 202379
HSBC HOLDINGS PLC 47470.00%0.05%0.15%Q1 2012Q3 202366
GOLDMAN SACHS GROUP INC 4240.00%0.03%0.10%Q1 2012Q3 202365
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.03%Q2 2013Q3 202363
JANE STREET GROUP, LLC 2110.00%0.01%0.08%Q3 2014Q3 202362
HUNTINGTON NATIONAL BANK 59590.01%0.02%0.03%Q1 2009Q3 202359
PEAK6 Investments LLC 1730.00%0.01%0.04%Q3 2018Q3 202358
BNP PARIBAS FINANCIAL MARKETS 42420.00%0.03%0.14%Q2 2013Q3 202357
GLENMEDE TRUST CO NA 4220.00%0.07%0.33%Q1 2007Q3 202356
UBS Group AG 36360.00%0.01%0.03%Q4 2014Q3 202355
Twin Tree Management, LP 710.00%0.03%0.15%Q4 2012Q3 202355
Paloma Partners Management Co 2910.00%0.06%0.57%Q4 2013Q2 202352
CAPSTONE INVESTMENT ADVISORS, LLC 1610.00%0.03%0.12%Q4 2016Q3 202351
PEAK6 Group LLC 1550.00%0.01%0.07%Q2 2013Q2 201850
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 49490.04%0.08%0.15%Q3 2011Q3 202349
SECURIAN ASSET MANAGEMENT, INC 49490.03%0.07%0.12%Q3 2011Q3 202349
DEUTSCHE BANK AG\ 41410.00%0.17%0.33%Q3 2013Q3 202348
MILLENNIUM MANAGEMENT LLC 1430.00%0.04%0.26%Q2 2013Q3 202348
Zurcher Kantonalbank (Zurich Cantonalbank) 48480.01%0.07%0.18%Q4 2011Q3 202348
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.04%Q2 2013Q3 202346
CREDIT SUISSE AG/ 43430.00%0.06%0.17%Q1 2013Q3 202345
ROYAL BANK OF CANADA 42420.00%0.03%0.06%Q2 2013Q3 202345
BANK OF MONTREAL /CAN/ 3920.00%0.04%0.08%Q2 2013Q3 202344
KEYBANK NATIONAL ASSOCIATION/OH 44440.00%0.01%0.02%Q4 2012Q3 202344
ADAGE CAPITAL PARTNERS GP, L.L.C. 43430.00%0.08%0.21%Q1 2013Q3 202343
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 43430.06%0.10%0.14%Q1 2013Q3 202343
TEXAS PERMANENT SCHOOL FUND CORP 43430.06%0.09%0.12%Q1 2013Q3 202343
TRUST CO OF TOLEDO NA /OH/ 43430.32%0.43%0.57%Q2 2013Q4 202343
CANADA PENSION PLAN INVESTMENT BOARD 43430.00%0.06%0.15%Q1 2013Q3 202343
BRYN MAWR TRUST Co 43430.02%0.05%0.06%Q1 2013Q3 202343
Retirement Systems of Alabama 43430.04%0.06%0.09%Q1 2013Q3 202343
SEGALL BRYANT & HAMILL, LLC 43430.07%0.14%0.33%Q1 2013Q3 202343
WELLINGTON MANAGEMENT GROUP LLP 42420.00%0.02%0.04%Q2 2013Q3 202343
Veritable, L.P. 43430.02%0.02%0.04%Q4 2012Q2 202343
TORONTO DOMINION BANK 43430.00%0.03%0.09%Q1 2013Q3 202343
AQR Capital Management 4210.00%0.02%0.06%Q4 2012Q3 202343
GREAT WEST LIFE ASSURANCE CO /CAN/ 42420.04%0.08%0.14%Q2 2013Q3 202342
Daiwa Securities Group Inc. 42420.00%0.03%0.09%Q2 2013Q3 202342
NISA INVESTMENT ADVISORS, LLC 42420.08%0.14%0.32%Q2 2013Q3 202342
Smithfield Trust Co 42420.02%0.04%0.08%Q2 2013Q3 202342
STATE STREET CORP 42420.06%0.10%0.14%Q2 2013Q3 202342
CIBC Asset Management Inc 42420.03%0.05%0.11%Q2 2013Q3 202342
VANGUARD GROUP INC 42420.05%0.10%0.14%Q2 2013Q3 202342
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 42420.00%0.01%0.01%Q2 2013Q3 202342
SHELTON CAPITAL MANAGEMENT 42420.01%0.07%0.20%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.02%0.09%0.32%Q2 2013Q3 202342
BOSTON FINANCIAL MANGEMENT LLC 42420.32%0.99%1.65%Q2 2013Q3 202342
BESSEMER GROUP INC 42420.00%0.01%0.02%Q2 2013Q3 202342
WELCH & FORBES LLC 42420.05%0.10%0.21%Q2 2013Q3 202342
NOMURA ASSET MANAGEMENT CO LTD 42420.03%0.19%0.36%Q2 2013Q3 202342
TD ASSET MANAGEMENT INC 42420.01%0.02%0.02%Q2 2013Q3 202342
FEDERATED HERMES, INC. 42420.00%0.00%0.08%Q2 2013Q3 202342
HARTFORD INVESTMENT MANAGEMENT CO 42420.08%0.12%0.18%Q2 2013Q3 202342
ARMSTRONG HENRY H ASSOCIATES INC 42424.33%5.79%7.96%Q2 2013Q3 202342
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 42420.03%0.06%0.09%Q2 2013Q3 202342
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 42420.06%0.08%0.10%Q2 2013Q3 202342
Berkshire Hathaway 42421.57%2.24%3.35%Q2 2013Q3 202342
VOYA INVESTMENT MANAGEMENT LLC 42420.02%0.13%0.59%Q2 2013Q3 202342
Asset Management One Co., Ltd. 42420.02%0.08%0.15%Q2 2013Q3 202342
Invesco Ltd. 42420.02%0.05%0.07%Q2 2013Q3 202342
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 42420.03%0.24%0.40%Q2 2013Q3 202342
GABELLI FUNDS LLC 42420.00%0.01%0.03%Q2 2013Q3 202342
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 42420.02%0.05%0.10%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.01%0.05%0.33%Q2 2013Q3 202342
Baillie Gifford 42420.88%1.14%1.36%Q2 2013Q3 202342
Markel Corporation 42420.34%0.73%1.08%Q2 2013Q3 202342
AXA S.A. 42420.01%0.22%0.52%Q2 2013Q3 202342
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 42420.03%0.09%0.19%Q2 2013Q3 202342
KORNITZER CAPITAL MANAGEMENT INC /KS 42420.04%0.15%0.54%Q2 2013Q3 202342
ALLIANCEBERNSTEIN L.P. 42420.02%0.07%0.18%Q2 2013Q3 202342
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 42420.00%0.02%0.09%Q2 2013Q3 202342
Akre Capital Management 42427.62%10.96%15.36%Q2 2013Q3 202342
RHUMBLINE ADVISERS 42420.06%0.11%0.14%Q2 2013Q3 202342
MORGAN STANLEY 42420.05%0.10%0.16%Q2 2013Q3 202342
First Horizon Advisors, Inc. 4110.00%0.01%0.02%Q4 2012Q3 202342
PRINCIPAL FINANCIAL GROUP INC 42420.23%0.46%0.77%Q2 2013Q3 202342
SENTRY INVESTMENT MANAGEMENT LLC 42420.03%0.10%0.16%Q2 2013Q3 202342
PROFUND ADVISORS LLC 42420.02%0.03%0.04%Q2 2013Q3 202342
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42420.05%0.07%0.10%Q2 2013Q3 202342
TRUST CO OF VERMONT 42420.01%0.02%0.03%Q2 2013Q3 202342
TCI Wealth Advisors, Inc. 42420.00%0.02%0.05%Q4 2012Q1 202342
PRUDENTIAL FINANCIAL INC 42420.04%0.06%0.21%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.01%0.04%0.07%Q2 2013Q3 202342
AVIVA PLC 42420.02%0.26%0.76%Q2 2013Q3 202342
PANAGORA ASSET MANAGEMENT INC 42420.00%0.03%0.44%Q2 2013Q3 202342
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 42420.03%0.05%0.17%Q2 2013Q3 202342
UBS ASSET MANAGEMENT AMERICAS INC 42420.04%0.11%0.27%Q2 2013Q3 202342
STATE OF WISCONSIN INVESTMENT BOARD 42420.04%0.10%0.26%Q2 2013Q3 202342
SHELL ASSET MANAGEMENT CO 42420.03%0.20%0.71%Q2 2013Q3 202342
GEODE CAPITAL MANAGEMENT, LLC 42420.06%0.10%0.15%Q2 2013Q3 202342
NORDEA INVESTMENT MANAGEMENT AB 42420.01%0.05%0.12%Q2 2013Q3 202342
RICE HALL JAMES & ASSOCIATES, LLC 42420.02%0.02%0.03%Q2 2013Q3 202342
CRAWFORD INVESTMENT COUNSEL INC 42420.03%0.06%0.10%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.03%0.05%0.07%Q2 2013Q3 202342
JANUS HENDERSON GROUP PLC 42420.01%0.04%0.13%Q2 2013Q3 202342
STRS OHIO 42420.00%0.14%0.33%Q2 2013Q3 202342
Laird Norton Wetherby Wealth Management, LLC 42420.07%0.10%0.14%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.01%0.04%0.19%Q2 2013Q3 202342
REGIONS FINANCIAL CORP 42420.01%0.02%0.04%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 42420.02%0.08%0.17%Q2 2013Q3 202342
NEW YORK STATE COMMON RETIREMENT FUND 42420.06%0.10%0.14%Q2 2013Q3 202342
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 42420.07%0.11%0.15%Q2 2013Q3 202342
PRICE T ROWE ASSOCIATES INC /MD/ 42420.01%0.01%0.03%Q2 2013Q3 202342
CONNING INC. 42420.01%0.02%0.03%Q2 2013Q3 202342
Saturna Capital CORP 42420.01%0.03%0.04%Q2 2013Q3 202342
Legal & General Group Plc 42420.07%0.10%0.14%Q2 2013Q3 202342
Capital International Investors 42420.03%0.44%1.02%Q2 2013Q3 202342
STATE OF MICHIGAN RETIREMENT SYSTEM 42420.04%0.13%0.27%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.05%0.08%0.12%Q2 2013Q3 202342
CHILTON INVESTMENT CO INC. 42421.44%2.30%3.36%Q2 2013Q3 202342
METROPOLITAN LIFE INSURANCE CO/NY 42420.06%0.10%0.16%Q2 2013Q3 202342
BROWN ADVISORY INC 42420.00%0.07%0.40%Q2 2013Q3 202342
FIRST MANHATTAN CO. LLC. 42420.14%0.18%0.26%Q2 2013Q3 202342
Utah Retirement Systems 42420.07%0.11%0.16%Q2 2013Q3 202342
WESTPAC BANKING CORP 42420.00%0.04%0.09%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.03%0.05%0.08%Q2 2013Q3 202342
ProShare Advisors LLC 42420.03%0.05%0.10%Q2 2013Q3 202342
AMERICAN INTERNATIONAL GROUP, INC. 42420.02%0.06%0.12%Q2 2013Q3 202342
FISHMAN JAY A LTD/MI 42420.07%0.08%0.13%Q2 2013Q3 202342
BlackRock Inc. 42420.05%0.09%0.12%Q2 2013Q3 202342
CULLEN/FROST BANKERS, INC. 42420.28%0.42%0.58%Q2 2013Q3 202342
FRANKLIN RESOURCES INC 42420.01%0.05%0.12%Q2 2013Q3 202342
M&T BANK CORP 42420.00%0.03%0.09%Q2 2013Q3 202342
US BANCORP \DE\ 42420.01%0.01%0.03%Q2 2013Q3 202342
NORGES BANK 4020.05%0.09%0.12%Q2 2012Q4 202242
FIFTH THIRD BANCORP 42420.04%0.06%0.12%Q2 2013Q3 202342
FIDUCIARY TRUST CO 42420.03%0.04%0.07%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.02%0.04%0.08%Q2 2013Q3 202342
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 42420.08%0.12%0.17%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 42420.02%0.08%0.16%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 42420.02%0.04%0.05%Q2 2013Q3 202342
FMR LLC 42420.00%0.08%0.18%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.05%0.08%0.12%Q2 2013Q3 202342
Manchester Capital Management LLC 42420.01%0.02%0.02%Q2 2013Q3 202342
THRIVENT FINANCIAL FOR LUTHERANS 42420.00%0.02%0.10%Q2 2013Q3 202342
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 42420.07%0.10%0.14%Q2 2013Q3 202342
PUBLIC SECTOR PENSION INVESTMENT BOARD 42420.01%0.04%0.08%Q2 2013Q3 202342
GHP Investment Advisors, Inc. 42420.40%0.69%1.19%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.01%0.04%Q2 2013Q3 202342
NATIXIS ADVISORS, L.P. 42420.02%0.09%0.23%Q2 2013Q3 202342
KBC Group NV 42420.01%0.15%0.31%Q2 2013Q3 202342
Sumitomo Mitsui DS Asset Management Company, Ltd 42420.02%0.06%0.10%Q2 2013Q3 202342
Ninety One UK Ltd 42420.88%1.87%3.10%Q2 2013Q3 202342
MACQUARIE GROUP LTD 42420.00%0.01%0.04%Q2 2013Q3 202342
Robeco Institutional Asset Management B.V. 42420.00%0.03%0.12%Q2 2013Q3 202342
Capital World Investors 42420.03%0.13%0.38%Q2 2013Q3 202342
DODGE & COX 42420.00%0.00%0.00%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.04%0.13%Q2 2013Q3 202342
Allianz Asset Management GmbH 42420.00%0.02%0.11%Q2 2013Q3 202342
Boston Trust Walden Corp 42420.01%0.11%0.48%Q2 2013Q3 202342
APG Asset Management N.V. 42420.03%0.29%0.64%Q2 2013Q3 202342
Korea Investment CORP 42420.01%0.06%0.16%Q2 2013Q3 202342
Cutler Group LLC / CA 18180.00%0.01%0.08%Q4 2015Q1 202042
Nuveen Asset Management, LLC 42420.01%0.12%0.36%Q2 2013Q3 202342
BNP Paribas Asset Management Holding S.A. 42420.00%0.09%0.26%Q2 2013Q3 202342
DekaBank Deutsche Girozentrale 42420.00%0.04%0.12%Q2 2013Q3 202342
Chevy Chase Trust Holdings, LLC 42420.05%0.12%0.30%Q2 2013Q3 202342
Mitsubishi UFJ Trust & Banking Corp 42420.18%0.28%0.42%Q2 2013Q3 202342
Neuberger Berman Group LLC 42420.10%0.26%0.38%Q2 2013Q3 202342
Mitsubishi UFJ Asset Management Co., Ltd. 42420.08%0.22%0.71%Q2 2013Q3 202342
Sumitomo Mitsui Trust Holdings, Inc. 42420.08%0.10%0.15%Q2 2013Q3 202342
Fiera Capital Corp 42421.20%3.79%6.36%Q2 2013Q3 202342
Rafferty Asset Management, LLC 3830.04%0.12%0.21%Q2 2013Q3 202341
MARSHFIELD ASSOCIATES 3742.88%8.69%13.85%Q2 2013Q3 202341
Creative Planning 3380.00%0.01%0.01%Q2 2013Q3 202341
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 3650.03%0.05%0.06%Q2 2013Q3 202341
FIRST TRUST ADVISORS LP 31100.00%0.07%0.23%Q2 2013Q3 202341
Choate Investment Advisors 23180.01%0.04%0.08%Q2 2013Q3 202341
COMMERCE BANK 3920.00%0.01%0.02%Q1 2013Q3 202341
State of Tennessee, Treasury Department 41410.02%0.06%0.18%Q3 2013Q3 202341
RAYMOND JAMES & ASSOCIATES 41410.01%0.02%0.05%Q3 2013Q3 202341
AMALGAMATED BANK 4010.07%0.10%0.14%Q1 2013Q3 202341
Perigon Wealth Management, LLC 4010.47%0.80%1.26%Q3 2011Q3 202341
BOKF, NA 3290.02%0.06%0.09%Q2 2013Q3 202341
Kentucky Retirement Systems Insurance Trust Fund 41410.08%0.12%0.18%Q3 2013Q3 202341
Ameritas Investment Partners, Inc. 41410.02%0.03%0.03%Q3 2013Q3 202341
COMERICA BANK 3920.00%0.07%0.12%Q2 2013Q3 202341
DF DENT & CO INC 41410.37%2.86%3.67%Q3 2013Q3 202341
Rathbones Group PLC 3920.02%0.05%0.09%Q2 2013Q3 202341
Arizona State Retirement System 3380.04%0.09%0.15%Q1 2013Q3 202341
Allen Investment Management, LLC 40400.93%2.94%4.66%Q4 2013Q3 202340
Gulf International Bank (UK) Ltd 40400.07%0.12%0.17%Q4 2013Q3 202340
TEACHER RETIREMENT SYSTEM OF TEXAS 24160.00%0.06%0.17%Q2 2013Q3 202340
Jefferies Group LLC 1110.00%0.02%0.14%Q2 2013Q3 202240
Louisiana State Employees Retirement System 40400.05%0.07%0.11%Q4 2013Q3 202340
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28120.00%0.00%0.01%Q3 2013Q3 202340
Roundview Capital LLC 40400.08%0.13%0.28%Q4 2013Q3 202340
BAHL & GAYNOR INC 40400.00%0.00%0.01%Q4 2013Q3 202340
COLONY GROUP LLC 40400.02%0.68%1.98%Q4 2013Q3 202340
BANK OF NOVA SCOTIA 40400.00%0.05%0.31%Q4 2013Q3 202340
Ironwood Investment Counsel, LLC 40400.13%0.21%0.30%Q4 2013Q3 202340
Kentucky Retirement Systems 3730.08%0.12%0.17%Q3 2013Q3 202340
HM PAYSON & CO 22180.02%0.22%0.50%Q2 2013Q3 202340
SG Americas Securities, LLC 1810.00%0.02%0.09%Q2 2013Q3 202339
Meritage Group LP 39391.02%3.49%6.50%Q3 2013Q1 202339
Livforsakringsbolaget Skandia, Omsesidigt 39390.01%0.05%0.11%Q1 2014Q3 202339
BANK OF THE WEST 39390.04%0.09%0.26%Q2 2013Q4 202239
TWO SIGMA ADVISERS, LP 2320.00%0.03%0.12%Q2 2013Q3 202339
BANQUE PICTET & CIE SA 3360.09%0.30%0.58%Q4 2013Q3 202339
Cubist Systematic Strategies, LLC 2530.00%0.09%0.36%Q3 2014Q3 202339
Bank Pictet & Cie (Europe) AG 3360.08%0.25%0.72%Q4 2013Q3 202339
HOWE & RUSLING INC 3810.02%0.70%2.33%Q2 2013Q2 202339
DnB Asset Management AS 39390.02%0.05%0.13%Q2 2014Q4 202339
TOCQUEVILLE ASSET MANAGEMENT L.P. 3630.00%0.01%0.01%Q2 2013Q3 202339
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 39390.08%0.11%0.14%Q1 2014Q3 202339
HOWLAND CAPITAL MANAGEMENT LLC 3360.02%0.08%0.14%Q3 2013Q3 202339
Advisors Asset Management, Inc. 19190.00%0.02%0.08%Q2 2013Q4 202238
Gotham Asset Management, LLC 3350.00%0.07%0.24%Q1 2014Q3 202338
BROWN BROTHERS HARRIMAN & CO 2750.00%0.10%0.61%Q1 2013Q3 202338
AGF INVESTMENTS INC. 38380.22%1.16%1.98%Q2 2013Q3 202238
TWO SIGMA INVESTMENTS, LP 810.00%0.05%0.28%Q2 2013Q3 202338
GAMBLE JONES INVESTMENT COUNSEL 38380.05%0.36%0.55%Q3 2013Q4 202238
Evercore Wealth Management, LLC 2110.00%0.01%0.02%Q2 2013Q3 202338
LORD, ABBETT & CO. LLC 38380.01%0.05%0.17%Q2 2013Q3 202238
EATON VANCE MANAGEMENT 38380.04%0.10%0.17%Q2 2013Q3 202238
SYNOVUS FINANCIAL CORP 1660.00%0.00%0.00%Q2 2013Q3 202338
Andra AP-fonden 1650.02%0.09%0.20%Q2 2013Q2 202338
DUBUQUE BANK & TRUST CO 3440.00%0.04%0.06%Q2 2013Q3 202338
GATEWAY INVESTMENT ADVISERS LLC 3710.00%0.01%0.03%Q2 2013Q2 202338
East Coast Asset Management, LLC. 38380.13%3.75%8.36%Q2 2014Q3 202338
Rodgers Brothers Inc. 37370.10%0.15%0.26%Q3 2014Q3 202337
STIFEL FINANCIAL CORP 37370.00%0.01%0.04%Q3 2014Q3 202337
National Pension Service 37370.10%0.14%0.18%Q3 2014Q3 202337
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 37370.04%0.10%0.19%Q3 2014Q3 202337
LPL Financial LLC 2610.00%0.01%0.02%Q2 2013Q3 202337
Palisades Hudson Asset Management, L.P. 37370.13%0.19%0.24%Q3 2014Q3 202337
GOFEN & GLOSSBERG LLC /IL/ 37370.01%0.01%0.02%Q4 2013Q4 202237
Ativo Capital Management LLC 37370.53%0.84%1.58%Q2 2013Q2 202237
Norinchukin Bank, The 37370.01%0.03%0.09%Q3 2014Q3 202337
Estabrook Capital Management 37370.01%0.02%0.05%Q2 2013Q2 202237
Candriam S.C.A. 36360.00%0.05%0.14%Q4 2014Q3 202337
Advisory Services Network, LLC 2710.01%0.03%0.06%Q4 2013Q3 202336
FIL Ltd 22140.00%0.03%0.08%Q2 2013Q3 202336
IBM Retirement Fund 36360.07%0.10%0.15%Q2 2013Q1 202236
Altarock Partners 36361.04%12.18%22.42%Q4 2014Q3 202336
Tower Research Capital LLC (TRC) 1510.00%0.05%0.16%Q2 2013Q3 202336
PUTNAM INVESTMENTS LLC 36360.00%0.00%0.01%Q2 2013Q1 202236
JNBA Financial Advisors 20160.01%0.01%0.02%Q3 2014Q3 202336
TWO SIGMA SECURITIES, LLC 610.00%0.02%0.14%Q3 2016Q3 202336
VICTORY CAPITAL MANAGEMENT INC 3410.00%0.01%0.03%Q3 2013Q3 202336
ING GROEP NV 1610.00%0.06%0.46%Q2 2013Q3 202336
Long Road Investment Counsel, LLC 36360.27%0.44%0.60%Q4 2014Q3 202336
Penbrook Management LLC 24121.33%2.63%3.90%Q4 2013Q3 202336
CLIFFORD SWAN INVESTMENT COUNSEL LLC 2610.01%0.02%0.04%Q2 2013Q3 202336
Boston Partners 36360.00%0.10%0.19%Q2 2013Q1 202236
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.05%0.13%0.22%Q2 2013Q1 202236
Stanley Capital Management, LLC 36360.06%3.22%5.01%Q4 2014Q3 202336
KING LUTHER CAPITAL MANAGEMENT CORP 36360.02%0.43%0.76%Q4 2014Q3 202336
SEI INVESTMENTS CO 36360.03%0.08%0.12%Q4 2014Q3 202336
Squarepoint Ops LLC 710.00%0.09%0.79%Q4 2014Q3 202335
Rehmann Capital Advisory Group 1510.03%0.18%0.33%Q2 2011Q3 202335
Capital International, Inc./CA/ 35350.12%0.50%1.07%Q1 2015Q3 202335
TDAM USA INC. 35350.01%0.03%0.07%Q2 2013Q4 202135
Glenview Trust Co 2810.04%0.06%0.08%Q4 2009Q3 202335
FARMERS & MERCHANTS INVESTMENTS INC 35350.00%0.00%0.00%Q1 2015Q3 202335
Cypress Capital Group 35350.10%0.22%0.55%Q1 2015Q3 202335
Echo Street Capital Management LLC 3310.03%0.87%1.85%Q1 2014Q3 202335
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 35350.03%0.11%0.80%Q1 2015Q3 202335
SCHWARTZ INVESTMENT COUNSEL INC 35350.21%2.11%3.80%Q1 2015Q3 202335
Capital International Sarl 35350.21%0.62%1.31%Q1 2015Q3 202335
CAPITAL INTERNATIONAL LTD /CA/ 35350.46%0.82%1.29%Q1 2015Q3 202335
Triple Frond Partners 34344.96%13.11%19.82%Q2 2015Q3 202334
Ninety One SA (PTY) Ltd 34340.15%0.70%1.31%Q2 2015Q3 202334
Westbourne Investment Advisors, Inc. 34340.62%0.91%1.92%Q2 2015Q3 202334
Tredje AP-fonden 34340.05%0.13%0.37%Q2 2015Q3 202334
D.A. DAVIDSON & CO. 2440.00%0.07%0.26%Q2 2013Q3 202334
UNITED CAPITAL FINANCIAL ADVISORS, LLC 2220.00%0.02%0.13%Q4 2013Q3 202334
ASSETMARK, INC 34340.00%0.02%0.15%Q2 2015Q3 202334
Fiduciary Group LLC 34340.36%1.96%2.76%Q2 2015Q3 202334
J.P. Morgan Private Wealth Advisors LLC 2910.00%0.01%0.02%Q3 2014Q3 202334
People's United Financial, Inc. 17170.01%0.01%0.02%Q2 2013Q4 202134
World Asset Management Inc 34340.06%0.09%0.13%Q2 2013Q3 202134
HighTower Advisors, LLC 33330.00%0.06%0.24%Q3 2015Q3 202334
TCI Fund Management 34340.01%5.22%11.90%Q2 2015Q3 202334
AMP Capital Investors Ltd 34340.02%0.06%0.13%Q2 2013Q3 202134
SIGNATUREFD, LLC 2340.00%0.02%0.06%Q3 2013Q3 202334
CIBC WORLD MARKET INC. 1830.00%0.01%0.04%Q2 2013Q3 202334
QUADRANT CAPITAL GROUP LLC 34340.00%0.02%0.04%Q2 2015Q3 202334
Ashfield Capital Partners, LLC 34340.01%0.03%0.15%Q2 2014Q3 202234
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 33330.48%1.12%1.56%Q3 2015Q3 202333
Baskin Financial Services Inc. 33330.35%3.03%4.22%Q3 2015Q3 202333
Versant Capital Management, Inc 33330.00%0.00%0.00%Q4 2015Q4 202333
ROYAL LONDON ASSET MANAGEMENT LTD 2240.07%0.10%0.12%Q2 2013Q3 202333
ASSOCIATED BANC-CORP 22110.01%0.05%0.09%Q2 2013Q1 202233
Gemmer Asset Management LLC 33330.01%0.01%0.02%Q1 2014Q1 202233
PICTET ASSET MANAGEMENT LTD 33330.03%0.04%0.05%Q2 2013Q2 202133
Legacy Private Trust Co. 33330.03%0.11%0.63%Q3 2015Q3 202333
Parkside Financial Bank & Trust 33330.00%0.01%0.02%Q3 2015Q3 202333
Meiji Yasuda Asset Management Co Ltd. 2910.02%0.04%0.09%Q3 2013Q3 202332
BLS CAPITAL FONDSMAEGLERSELSKAB A/S 32324.67%7.95%13.93%Q4 2015Q3 202332
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 1040.01%0.30%1.12%Q2 2013Q3 202332
Winslow Capital Management, LLC 32320.48%1.30%1.86%Q4 2015Q3 202332
TOKIO MARINE ASSET MANAGEMENT CO LTD 18140.04%0.23%1.24%Q2 2013Q3 202332
SCHRODER INVESTMENT MANAGEMENT GROUP 2010.00%0.07%0.21%Q2 2013Q3 202332
ROPES WEALTH ADVISORS LLC 32320.01%0.12%0.20%Q4 2015Q3 202332
Skandinaviska Enskilda Banken AB (publ) 32320.03%0.07%0.25%Q4 2015Q3 202332
CITIZENS FINANCIAL GROUP INC/RI 32320.01%0.02%0.06%Q4 2015Q3 202332
Anchor Investment Management, LLC 32320.11%0.14%0.18%Q1 2016Q4 202332
NAPLES GLOBAL ADVISORS, LLC 2750.08%0.22%0.76%Q3 2015Q3 202332
QS Investors, LLC 3020.00%0.01%0.11%Q2 2013Q2 202132
LS Investment Advisors, LLC 32320.01%0.05%0.12%Q2 2013Q1 202132
Cetera Advisor Networks LLC 1810.00%0.01%0.02%Q3 2014Q3 202331
BARR E S & CO 31310.07%2.69%5.05%Q1 2016Q3 202331
Addenda Capital Inc. 31310.12%0.16%0.22%Q1 2016Q3 202331
IFP Advisors, Inc 17140.00%0.01%0.02%Q4 2015Q3 202331
Aperio Group, LLC 31310.05%0.08%0.14%Q2 2013Q4 202031
FRONTIER CAPITAL MANAGEMENT CO LLC 31310.26%0.45%1.09%Q1 2016Q3 202331
Renaissance Technologies 1110.00%0.10%0.34%Q2 2013Q3 202231
1832 Asset Management L.P. 2510.00%0.08%0.76%Q4 2014Q3 202331
Sarasin & Partners LLP 31310.60%1.18%2.02%Q1 2016Q3 202331
Livingston Group Asset Management CO (operating as Southport Capital Management) 2010.08%0.17%0.27%Q2 2013Q2 202131
Raymond James Financial Services Advisors, Inc. 31310.01%0.01%0.01%Q1 2016Q3 202331
MACKENZIE FINANCIAL CORP 31310.06%0.23%0.54%Q1 2016Q3 202331
LOS ANGELES CAPITAL MANAGEMENT LLC 2650.01%0.14%0.54%Q4 2014Q3 202331
DOCK STREET ASSET MANAGEMENT INC 31311.36%2.59%4.56%Q1 2016Q3 202331
Sutton Wealth Advisors Inc. 31310.00%0.00%0.01%Q1 2016Q3 202331
Tarbox Family Office, Inc. 31310.00%0.00%0.00%Q3 2014Q1 202231
MASON STREET ADVISORS, LLC 31310.03%0.08%0.24%Q2 2013Q4 202031
M&R CAPITAL MANAGEMENT INC 31310.01%0.01%0.02%Q2 2016Q4 202331
Geneos Wealth Management Inc. 31310.00%0.00%0.01%Q1 2016Q3 202331
Redmond Asset Management, LLC 31310.21%0.36%0.50%Q1 2016Q3 202331
FDx Advisors, Inc. 1950.01%0.05%0.16%Q2 2014Q3 202331
STONEBRIDGE CAPITAL MANAGEMENT INC 2710.08%0.19%0.34%Q1 2015Q3 202331
WINDACRE PARTNERSHIP LLC 2655.05%12.37%20.34%Q2 2015Q3 202331
Boltwood Capital Management 2810.06%0.18%0.27%Q1 2015Q4 202330
Mn Services Vermogensbeheer B.V. 20100.08%0.21%0.35%Q1 2016Q3 202330
EDMOND DE ROTHSCHILD HOLDING S.A. 17130.00%0.01%0.05%Q3 2015Q3 202330
GEORGE KAISER FAMILY FOUNDATION 30300.27%0.48%0.95%Q2 2016Q3 202330
Pacer Advisors, Inc. 1440.00%0.05%0.20%Q4 2015Q3 202330
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 30300.02%0.11%0.18%Q2 2016Q3 202330
INGALLS & SNYDER LLC 30300.02%0.06%0.10%Q2 2016Q3 202330
Employees Retirement System of Texas 30300.01%0.04%0.14%Q2 2013Q3 202030
Quantum Capital Management, LLC / NJ 20100.37%3.52%6.99%Q4 2015Q3 202330
BARINGS LLC 30300.01%0.03%0.07%Q2 2013Q3 202030
EAGLE ASSET MANAGEMENT INC 30300.13%0.38%0.69%Q2 2016Q3 202330
MARSHALL WACE, LLP 910.01%0.23%1.00%Q4 2014Q3 202330
ENTERPRISE FINANCIAL SERVICES CORP 16140.00%0.01%0.01%Q2 2013Q2 202130
BALDWIN BROTHERS LLC/MA 30300.01%0.02%0.03%Q3 2016Q4 202330
ONTARIO TEACHERS PENSION PLAN BOARD 2210.00%0.05%0.15%Q2 2013Q4 202130
VIRGINIA RETIREMENT SYSTEMS ET AL 1110.01%0.09%0.30%Q2 2013Q4 202130
DAVIS CAPITAL PARTNERS, LLC 29290.85%2.70%3.45%Q3 2014Q3 202129
Sandy Spring Bank 16130.00%0.02%0.09%Q2 2015Q3 202329
NORRIS PERNE & FRENCH LLP/MI 2310.04%1.03%1.58%Q4 2013Q3 202329
TRUIST FINANCIAL CORP 1610.00%0.03%0.08%Q2 2013Q3 202329
Ninety One North America, Inc. 2450.19%2.46%5.54%Q4 2014Q3 202329
Blue Fin Capital, Inc. 2520.13%0.41%0.62%Q3 2015Q3 202329
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 29290.08%0.48%0.72%Q2 2013Q2 202029
CREDIT AGRICOLE S A 1810.00%0.16%0.49%Q2 2013Q3 202329
NOMURA HOLDINGS INC 710.00%0.04%0.27%Q4 2012Q4 202229
AMERICAN NATIONAL BANK 2180.00%0.01%0.05%Q2 2016Q3 202329
Zurich Insurance Group Ltd/FI 16130.05%0.73%1.99%Q3 2015Q3 202329
Atria Investments, Inc 1420.01%0.06%0.27%Q2 2014Q3 202328
Ako Capital 28280.85%2.72%4.06%Q4 2016Q3 202328
SALEM INVESTMENT COUNSELORS INC 1990.00%0.01%0.02%Q3 2016Q3 202328
DUPONT CAPITAL MANAGEMENT CORP 28280.02%0.16%0.54%Q4 2016Q3 202328
Russell Investments Group, Ltd. 28280.24%0.38%0.50%Q4 2016Q3 202328
IFM Investors Pty Ltd 28280.10%0.14%0.18%Q4 2016Q3 202328
CIGNA INVESTMENTS INC /NEW 28280.05%0.10%0.15%Q4 2016Q3 202328
PITCAIRN CO 1940.02%0.03%0.06%Q4 2014Q3 202328
BRAVE ASSET MANAGEMENT INC 16120.02%0.11%0.21%Q4 2013Q3 202328
Valley Forge Capital Management, LP 282813.14%19.85%31.01%Q4 2016Q3 202328
CENTRAL TRUST Co 2710.00%0.04%0.12%Q2 2013Q3 202328
MAR VISTA INVESTMENT PARTNERS LLC 28281.31%2.46%3.52%Q4 2016Q3 202328
Curbstone Financial Management Corp 14140.10%0.14%0.17%Q2 2014Q3 202228
CAPITAL FUND MANAGEMENT S.A. 610.00%0.03%0.19%Q2 2013Q4 201928
CIBC WORLD MARKETS CORP 28280.01%0.07%0.16%Q4 2016Q3 202328
MASSMUTUAL TRUST CO FSB/ADV 1610.00%0.00%0.01%Q2 2014Q4 202328
ALPS ADVISORS INC 2260.00%0.02%0.07%Q3 2013Q3 202328
FCF Advisors LLC 16120.35%0.91%1.37%Q4 2014Q3 202228
SCOTIA CAPITAL INC. 1080.00%0.02%0.04%Q3 2013Q3 202328
Dai-ichi Life Insurance Company, Ltd 28280.01%0.05%0.14%Q4 2016Q3 202328
Harbor Advisors LLC 28280.32%0.48%0.59%Q4 2016Q3 202328
EVERENCE CAPITAL MANAGEMENT INC 28280.07%0.11%0.16%Q4 2016Q3 202328
WEST PACES ADVISORS INC. 28280.01%0.03%0.06%Q4 2016Q3 202328
Blue Edge Capital, LLC 28280.40%0.62%1.04%Q1 2014Q4 202028
LEVEL FOUR ADVISORY SERVICES, LLC 28280.08%0.16%0.46%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.01%0.03%0.06%Q4 2016Q3 202328
Round Hill Asset Management 28285.53%8.79%11.40%Q4 2016Q3 202328
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 28280.07%0.47%1.03%Q4 2016Q3 202328
PARK NATIONAL CORP /OH/ 28280.02%0.02%0.03%Q1 2014Q4 202028
Carroll Financial Associates, Inc. 2710.00%0.00%0.01%Q2 2014Q4 202128
CLEARARC CAPITAL INC 27270.06%0.09%0.16%Q2 2013Q4 201927
Integre Asset Management, LLC 27270.27%0.90%1.94%Q2 2013Q4 201927
Steward Partners Investment Advisory, LLC 27270.00%0.01%0.03%Q1 2017Q3 202327
HARRIS ASSOCIATES L P 27270.25%0.88%1.65%Q1 2017Q3 202327
Olstein Capital Management, L.P. 27270.20%0.73%1.23%Q1 2017Q3 202327
RAYMOND JAMES TRUST N.A. 2610.02%0.02%0.03%Q3 2016Q3 202327
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1610.00%0.04%0.09%Q2 2013Q3 202327
BENJAMIN F. EDWARDS & COMPANY, INC. 27270.00%0.00%0.01%Q1 2017Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.02%0.04%0.11%Q2 2013Q4 201927
DONALDSON CAPITAL MANAGEMENT, LLC 27270.20%0.33%0.44%Q1 2017Q3 202327
Spot Trading L.L.C 830.00%0.00%0.03%Q2 2013Q1 201727
COMMERZBANK AKTIENGESELLSCHAFT /FI 16110.00%0.02%0.07%Q2 2013Q1 202027
MML INVESTORS SERVICES, LLC 27270.01%0.02%0.04%Q1 2017Q3 202327
Progressive Investment Management Corp 27272.95%3.87%4.52%Q1 2017Q3 202327
State of Alaska, Department of Revenue 27270.01%0.08%0.12%Q1 2017Q3 202327
GUARDIAN LIFE INSURANCE CO OF AMERICA 27270.01%0.01%0.03%Q2 2013Q4 201927
Covington Capital Management 2310.01%0.01%0.02%Q1 2015Q3 202227
OLD NATIONAL BANCORP /IN/ 2410.01%0.02%0.03%Q1 2015Q2 202227
BP PLC 1080.06%0.11%0.16%Q1 2014Q2 202127
AustralianSuper Pty Ltd 2250.10%0.85%3.59%Q4 2016Q3 202327
AMERICAN CENTURY COMPANIES INC 16100.00%0.02%0.06%Q2 2013Q3 202326
Crossmark Global Holdings, Inc. 2510.05%0.08%0.15%Q3 2016Q3 202326
SRS Capital Advisors, Inc. 1070.01%0.04%0.11%Q4 2016Q3 202326
YCG, LLC 26261.82%5.67%7.65%Q2 2017Q3 202326
Plante Moran Financial Advisors, LLC 1710.00%0.01%0.01%Q2 2014Q2 202226
Crestwood Capital Management, L.P. 2510.18%2.50%5.07%Q2 2013Q1 202026
Cornerstone Advisors, Inc. 26260.00%0.01%0.04%Q2 2014Q3 202026
WEBSTER BANK, N. A. 26260.02%0.04%0.05%Q4 2016Q1 202326
Proficio Capital Partners LLC 15110.01%0.03%0.06%Q4 2015Q3 202326
UNITED SERVICES AUTOMOBILE ASSOCIATION 26260.01%0.03%0.05%Q2 2013Q3 201926
PARADIGM ASSET MANAGEMENT CO LLC 1610.04%0.32%0.85%Q2 2013Q3 202326
HALSEY ASSOCIATES INC/CT 26260.08%0.09%0.10%Q2 2013Q3 201926
Municipal Employees' Retirement System of Michigan 2060.02%0.04%0.06%Q3 2013Q1 202026
SUNTRUST BANKS INC 26260.00%0.01%0.02%Q2 2013Q3 201926
Janney Montgomery Scott LLC 1920.00%0.02%0.05%Q2 2016Q3 202326
Aquamarine Capital Management, LLC 26261.58%3.03%5.40%Q1 2016Q2 202226
FineMark National Bank & Trust 1810.00%0.01%0.02%Q2 2014Q3 202326
Quantbot Technologies LP 610.00%0.26%0.68%Q2 2013Q3 202326
Mariner, LLC 2330.01%0.03%0.05%Q2 2016Q3 202326
Valeo Financial Advisors, LLC 25250.00%0.02%0.03%Q3 2017Q3 202325
North Star Investment Management Corp. 1780.00%0.01%0.01%Q2 2017Q3 202325
Lombard Odier Asset Management (Europe) Ltd 1610.01%0.11%0.34%Q2 2016Q3 202325
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 14110.08%0.16%0.22%Q2 2017Q3 202325
abrdn plc 25250.01%0.05%0.09%Q3 2017Q3 202325
MUFG Americas Holdings Corp 2310.00%0.00%0.05%Q4 2010Q3 202225
Oxbow Advisors, LLC 25250.33%0.79%1.22%Q3 2017Q3 202325
CIBC Private Wealth Group, LLC 13120.00%0.04%0.05%Q2 2017Q3 202325
Richard Bernstein Advisors LLC 25250.05%0.15%0.32%Q1 2016Q1 202225
WMS Partners, LLC 1810.03%0.11%0.28%Q4 2013Q1 202225
OPPENHEIMER & CO INC 25250.01%0.01%0.02%Q3 2017Q3 202325
Asset Dedication, LLC 1910.00%0.00%0.01%Q1 2016Q3 202325
CONGRESS ASSET MANAGEMENT CO /MA 25250.03%0.14%0.58%Q3 2017Q3 202325
COMMONWEALTH BANK OF AUSTRALIA 25250.00%0.01%0.01%Q2 2013Q2 201925
HIGHLAND CAPITAL MANAGEMENT, LLC 25250.02%0.05%0.17%Q3 2017Q3 202325
NN Investment Partners Holdings N.V. 25250.00%0.72%1.62%Q1 2016Q1 202225
Connor, Clark & Lunn Investment Management Ltd. 1010.00%0.05%0.15%Q1 2014Q3 202325
EARNEST PARTNERS LLC 2410.00%0.00%0.00%Q4 2016Q3 202325
Laurion Capital Management LP 810.00%0.03%0.11%Q3 2013Q3 202325
Cascade Investment Advisors, Inc. 2310.05%0.08%0.13%Q2 2016Q1 202325
Rothschild & Co Wealth Management UK Ltd 25252.76%9.40%11.88%Q3 2017Q3 202325
SIMPLEX TRADING, LLC 710.00%0.01%0.08%Q1 2015Q3 202325
BRIGHTON JONES LLC 1430.02%0.06%0.12%Q2 2013Q3 202325
FRED ALGER MANAGEMENT, LLC 1420.00%0.02%0.13%Q2 2013Q1 202224
AGF Investments America Inc. 24241.69%2.16%3.15%Q2 2016Q1 202224
HARVEST CAPITAL MANAGEMENT INC 24240.13%0.17%0.24%Q3 2013Q2 201924
TIAA CREF INVESTMENT MANAGEMENT LLC 24240.04%0.10%0.23%Q2 2013Q1 201924
CAPTRUST FINANCIAL ADVISORS 24240.00%0.01%0.02%Q4 2017Q3 202324
Glassman Wealth Services 24240.00%0.01%0.04%Q4 2017Q3 202324
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 24240.05%0.09%0.14%Q4 2017Q3 202324
Man Group plc 23230.00%0.07%0.21%Q1 2018Q3 202324
FIRST MERCANTILE TRUST CO 2040.02%0.03%0.06%Q1 2015Q3 202124
NATIXIS 910.00%0.04%0.20%Q1 2015Q3 202324
MetLife Investment Management, LLC 24240.08%0.11%0.13%Q4 2017Q3 202324
Mirae Asset Global Investments Co., Ltd. 2310.00%0.02%0.04%Q1 2017Q3 202324
RIVERHEAD CAPITAL MANAGEMENT LLC 24240.00%0.06%0.17%Q4 2013Q3 201924
Private Advisor Group, LLC 2210.00%0.02%0.04%Q3 2017Q3 202324
Maple Capital Management, Inc. 1950.04%0.06%0.08%Q3 2017Q3 202324
Tesco Pension Investment Ltd 24240.76%1.34%2.23%Q3 2016Q2 202224
TEACHERS ADVISORS, LLC 24240.03%0.11%0.29%Q2 2013Q1 201924
Taikang Asset Management (Hong Kong) Co Ltd 24240.03%0.58%1.42%Q4 2017Q3 202324
Clark Capital Management Group, Inc. 1310.01%0.03%0.14%Q2 2013Q2 202324
Newport Trust Company, LLC 24240.18%0.27%0.36%Q4 2017Q3 202324
ADVISOR PARTNERS LLC 24240.07%0.11%0.16%Q3 2016Q2 202224
Ironvine Capital Partners, LLC 24242.03%3.66%4.34%Q4 2017Q3 202324
MEITAV INVESTMENT HOUSE LTD 24240.02%0.04%0.11%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.02%Q4 2017Q3 202324
Midwest Professional Planners, LTD. 24240.87%1.33%1.99%Q4 2017Q3 202324
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 24241.91%3.00%3.82%Q4 2017Q3 202324
Cambridge Investment Research Advisors, Inc. 14100.00%0.01%0.01%Q3 2017Q3 202324
Smith, Salley & Associates 24240.04%0.12%0.19%Q4 2017Q3 202324
Point72 Hong Kong Ltd 810.00%0.06%0.26%Q3 2014Q3 202224
LODESTAR INVESTMENT COUNSEL LLC/IL 24240.03%0.06%0.09%Q3 2013Q2 201924
ZACKS INVESTMENT MANAGEMENT 1820.01%0.17%0.25%Q2 2013Q3 202323
MAI Capital Management 1940.01%0.01%0.01%Q4 2017Q3 202323
Argyle Capital Management Inc. 1940.08%0.13%0.18%Q4 2017Q3 202323
Bartlett & Co. LLC 1610.00%0.01%0.02%Q3 2014Q4 202323
OppenheimerFunds, Inc. 2030.00%0.02%0.16%Q1 2013Q1 201923
Dynamic Technology Lab Private Ltd 610.02%0.19%0.72%Q4 2011Q3 202323
ATLAS CAPITAL ADVISORS LLC 23230.00%0.15%0.37%Q1 2018Q3 202323
BRIDGES INVESTMENT MANAGEMENT INC 23230.01%0.04%0.08%Q1 2018Q3 202323
Alberta Investment Management Corp 1410.00%0.14%0.40%Q2 2013Q3 202323
SPINNAKER TRUST 1940.02%0.04%0.05%Q4 2017Q3 202323
Taylor Hoffman Wealth Management 1490.05%0.70%1.61%Q4 2017Q3 202323
GSA CAPITAL PARTNERS LLP 1510.02%0.07%0.30%Q3 2013Q3 202223
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 23230.00%0.17%0.53%Q1 2017Q3 202223
JENNISON ASSOCIATES LLC 1310.00%0.07%0.41%Q4 2016Q3 202323
Silvant Capital Management LLC 23230.00%0.01%0.01%Q1 2018Q3 202323
BANK PICTET & CIE (ASIA) LTD 2210.24%0.61%1.18%Q1 2015Q3 202323
CARDEROCK CAPITAL MANAGEMENT INC 23230.57%1.20%1.60%Q1 2018Q3 202323
Penserra Capital Management LLC 1710.00%0.01%0.09%Q4 2015Q3 202323
PATHSTONE FAMILY OFFICE, LLC 1230.00%0.04%0.18%Q3 2015Q3 202323
Oakworth Capital, Inc. 23230.00%0.00%0.00%Q1 2018Q3 202323
LAZARD ASSET MANAGEMENT LLC 2210.00%0.05%0.14%Q4 2017Q3 202323
Treasurer of the State of North Carolina 23230.06%0.12%0.15%Q1 2018Q3 202323
OPPENHEIMER ASSET MANAGEMENT INC. 2030.00%0.03%0.10%Q1 2017Q3 202323
Baird Financial Group, Inc. 2030.00%0.01%0.01%Q2 2015Q3 202323
Vident Investment Advisory, LLC 1320.00%0.04%0.19%Q2 2015Q2 202323
ATWOOD & PALMER INC 2030.00%0.05%0.10%Q3 2014Q3 202323
Moloney Securities Asset Management, LLC 23230.14%0.18%0.23%Q1 2018Q3 202323
Global Retirement Partners, LLC 1670.00%0.00%0.00%Q4 2017Q3 202323
Veritas Asset Management LLP 11110.11%1.69%5.54%Q1 2015Q3 202322
BAMCO INC /NY/ 22220.00%0.00%0.01%Q2 2018Q3 202322
CenterStar Asset Management, LLC 410.00%0.08%0.37%Q1 2018Q1 202222
BOOTHBAY FUND MANAGEMENT, LLC 910.01%0.12%0.56%Q4 2016Q3 202322
Bowie Capital Management, LLC 21210.20%4.32%6.13%Q3 2018Q3 202322
Tradewinds Capital Management, LLC 22220.01%0.01%0.01%Q4 2013Q1 201922
PineBridge Investments, L.P. 1710.00%0.09%0.28%Q1 2015Q3 202322
Liberty Mutual Group Asset Management Inc. 22220.02%0.05%0.08%Q2 2013Q3 201822
FLAGSHIP HARBOR ADVISORS, LLC 22220.02%0.03%0.04%Q2 2018Q3 202322
Veritas Investment Management (UK) Ltd 22220.05%0.81%2.58%Q2 2016Q3 202122
Caprock Group, LLC 1430.03%0.06%0.10%Q3 2017Q3 202322
RATIONAL ADVISORS LLC 1240.00%0.21%1.04%Q3 2012Q3 202022
Pettee Investors, Inc. 1930.12%0.14%0.17%Q1 2018Q3 202322
Engineers Gate Manager LP 710.01%0.14%0.54%Q4 2014Q3 202322
Rossmore Private Capital 22220.20%0.27%0.44%Q2 2018Q3 202322
EQUITABLE TRUST CO 22220.09%0.17%0.30%Q2 2018Q3 202322
First Allied Advisory Services, Inc. 1750.01%0.02%0.03%Q1 2015Q3 202022
Checchi Capital Advisers, LLC 1810.01%0.03%0.04%Q1 2016Q3 202321
WESTWOOD HOLDINGS GROUP INC 21210.04%0.06%0.08%Q2 2013Q2 201821
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.02%0.05%Q3 2018Q3 202321
HENNESSY ADVISORS INC 21210.01%0.11%0.18%Q2 2017Q2 202221
GREENLEAF TRUST 1920.00%0.01%0.02%Q3 2017Q3 202321
Red Cedar Capital, LLC 21210.26%0.38%0.52%Q4 2017Q4 202221
YorkBridge Wealth Partners, LLC 1110.05%0.07%0.10%Q4 2016Q4 202221
Brave Warrior Advisors 21210.02%0.04%0.08%Q3 2018Q3 202321
ALLSTATE CORP 2010.02%0.06%0.11%Q2 2017Q3 202321
TUDOR INVESTMENT CORP ET AL 620.01%0.08%0.33%Q4 2014Q3 202321
Reynders McVeigh Capital Management, LLC 11100.03%0.04%0.04%Q2 2018Q3 202321
B. Riley Wealth Advisors, Inc. 1110.00%0.03%0.06%Q2 2014Q3 202321
WINTON GROUP Ltd 910.00%0.13%0.53%Q2 2014Q1 202321
Winslow, Evans & Crocker, Inc. 21210.02%0.10%0.21%Q4 2015Q4 202021
Migdal Insurance & Financial Holdings Ltd. 21210.00%0.23%0.66%Q1 2016Q1 202121
REGENTATLANTIC CAPITAL LLC 1310.00%0.02%0.03%Q4 2014Q3 202221
CWM, LLC 1210.00%0.00%0.01%Q3 2017Q3 202321
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 21210.01%0.07%0.18%Q2 2013Q2 201821
SYMPHONY ASSET MANAGEMENT LLC 1310.02%0.09%0.20%Q3 2013Q2 201921
Financial Architects, Inc 950.00%0.01%0.07%Q2 2014Q2 202021
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1190.00%2.62%3.71%Q2 2013Q1 202220
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 20200.02%0.07%0.16%Q1 2013Q4 201720
CAPITAL GUARDIAN TRUST CO 1810.00%0.68%0.86%Q1 2014Q2 201920
Kinneret Advisory, LLC 20200.08%0.28%0.69%Q4 2018Q3 202320
Empirical Finance, LLC 1510.01%0.09%0.14%Q4 2016Q3 202320
Wealthfront Advisers LLC 20200.00%0.01%0.02%Q4 2018Q3 202320
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX 20200.08%0.10%0.12%Q2 2013Q1 201820
Harvest Fund Management Co., Ltd 1820.00%0.03%0.09%Q2 2018Q3 202320
American Portfolios Advisors 20200.01%0.01%0.02%Q4 2017Q3 202220
Douglass Winthrop Advisors, LLC 20200.01%0.09%0.16%Q4 2018Q3 202320
Essex Savings Bank 20200.31%0.48%0.68%Q4 2018Q3 202320
Birch Hill Investment Advisors LLC 940.01%0.02%0.03%Q2 2014Q3 202320
Riverview Trust Co 20200.01%0.20%0.41%Q4 2018Q3 202320
Capital Analysts, LLC 20200.04%0.05%0.06%Q4 2018Q3 202320
PFG Advisors 20200.03%0.10%0.16%Q4 2018Q3 202320
Ellevest, Inc. 20200.02%0.03%0.04%Q4 2018Q3 202320
Aspire Private Capital, LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
FinTrust Capital Advisors, LLC 20200.04%0.05%0.07%Q4 2018Q3 202320
LMR Partners LLP 710.00%0.23%0.62%Q2 2014Q3 202320
GAM Holding AG 1710.01%0.02%0.05%Q2 2013Q3 201820
Wealthspire Advisors, L.P. 20200.04%0.05%0.07%Q4 2015Q3 202020
IMS Capital Management 1910.04%0.45%0.83%Q3 2018Q3 202320
MOODY NATIONAL BANK TRUST DIVISION 20200.01%0.02%0.08%Q4 2018Q3 202320
CANTILLON CAPITAL MANAGEMENT LLC 20201.06%1.27%1.44%Q4 2018Q3 202320
BREWIN DOLPHIN LTD 20200.03%0.04%0.06%Q3 2017Q2 202220
Motley Fool Asset Management LLC 1320.04%0.09%0.13%Q1 2018Q3 202320
TOWER BRIDGE ADVISORS 20200.62%0.89%1.14%Q4 2018Q3 202320
Lindbrook Capital, LLC 20200.01%0.02%0.04%Q4 2018Q3 202320
Manning & Napier Group, LLC 19190.62%1.14%1.72%Q1 2019Q3 202319
Kiwi Wealth Investments Limited Partnership 1010.18%0.48%0.84%Q3 2017Q2 202319
D.B. Root & Company, LLC 19190.15%0.22%0.33%Q1 2019Q3 202319
Chicago Partners Investment Group LLC 1450.00%0.13%0.21%Q3 2017Q3 202319
WEALTHFRONT Corp 19190.01%0.01%0.02%Q1 2014Q3 201819
Hills Bank & Trust Co 19190.07%0.14%0.20%Q1 2019Q3 202319
MCF Advisors LLC 1270.00%0.04%0.14%Q4 2018Q3 202319
MOTCO 810.00%0.01%0.02%Q2 2013Q3 202319
Clarius Group, LLC 19190.06%0.06%0.07%Q1 2019Q3 202319
Fieldpoint Private Securities, LLC 1270.02%0.04%0.06%Q1 2017Q2 202219
CAPITAL INSIGHT PARTNERS, LLC 19190.67%0.96%1.61%Q3 2018Q1 202319
Compagnie Lombard Odier SCmA 840.00%0.00%0.01%Q4 2013Q4 202219
BRINKER CAPITAL INC 820.01%0.04%0.07%Q2 2013Q2 202019
Wesleyan Assurance Society 19190.00%0.00%0.00%Q1 2019Q3 202319
Quantitative Investment Management, LLC 410.03%0.11%0.42%Q2 2013Q4 202219
Sepio Capital, LP 19190.10%0.26%0.40%Q1 2019Q3 202319
Private Capital Group, LLC 19190.00%0.01%0.04%Q4 2017Q2 202219
Rockefeller Capital Management L.P. 19190.00%0.00%0.02%Q1 2019Q3 202319
Zions Bancorporation, N.A. 19190.02%0.04%0.08%Q1 2019Q3 202319
Hikari Tsushin, Inc. 1180.94%1.19%1.59%Q4 2018Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.01%0.01%0.01%Q1 2019Q3 202319
CENTRAL BANK & TRUST CO 19190.00%0.80%1.10%Q1 2019Q3 202319
COZAD ASSET MANAGEMENT INC 19190.04%0.07%0.11%Q1 2019Q3 202319
BTR CAPITAL MANAGEMENT INC 1540.04%0.05%0.07%Q4 2017Q3 202219
Banco Santander, S.A. 1720.02%0.06%0.20%Q4 2018Q3 202319
Redpoint Investment Management Pty Ltd 1270.09%0.15%0.20%Q4 2017Q3 202219
PINNACLE FINANCIAL PARTNERS INC 1710.01%0.09%0.17%Q3 2018Q3 202319
Verition Fund Management LLC 310.00%0.09%0.54%Q2 2013Q3 202319
Kendall Capital Management 19190.19%0.31%0.42%Q4 2017Q2 202219
HighPoint Advisor Group LLC 1610.06%0.08%0.10%Q2 2016Q2 202219
Allworth Financial LP 910.00%0.00%0.00%Q4 2017Q3 202319
RESOURCES MANAGEMENT CORP /CT/ /ADV 1720.01%0.09%1.56%Q3 2018Q3 202319
Nationwide Fund Advisors 18180.02%0.04%0.13%Q2 2013Q3 201718
EXENCIAL WEALTH ADVISORS, LLC 18180.05%0.08%0.15%Q4 2018Q1 202318
SUN LIFE FINANCIAL INC 18180.00%0.01%0.02%Q4 2016Q1 202118
KINGS POINT CAPITAL MANAGEMENT 990.00%0.76%1.98%Q4 2014Q1 202218
PIEDMONT INVESTMENT ADVISORS INC 810.00%0.33%1.74%Q2 2013Q1 202018
Sound View Wealth Advisors Group, LLC 18180.06%0.09%0.11%Q2 2019Q3 202318
JENSEN INVESTMENT MANAGEMENT INC 710.01%0.62%1.84%Q2 2013Q3 202318
WOODMONT INVESTMENT COUNSEL LLC 910.02%0.03%0.05%Q2 2015Q3 202318
PRIVATE TRUST CO NA 710.00%0.02%0.07%Q1 2013Q3 202318
Fairbanks Capital Management, Inc. 18180.39%1.48%1.90%Q2 2019Q3 202318
Bristol Gate Capital Partners Inc. 1443.98%4.57%5.60%Q4 2014Q3 202318
Avior Wealth Management, LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
I.G. INVESTMENT MANAGEMENT, LTD. 18180.06%0.10%0.15%Q2 2013Q3 201718
Simplicity Solutions, LLC 1610.01%0.08%0.20%Q3 2018Q3 202318
MEEDER ASSET MANAGEMENT INC 1010.00%0.06%0.27%Q4 2013Q3 202218
Point72 Asset Management, L.P. 510.00%0.10%0.64%Q1 2015Q3 202318
OSSIAM 18180.00%0.14%0.59%Q2 2019Q3 202318
Evercore Trust Company, N.A. 18180.13%0.16%0.19%Q2 2013Q3 201718
Magellan Asset Management Ltd 1350.00%0.00%0.00%Q4 2018Q3 202318
UBS AG 660.00%0.00%0.01%Q2 2013Q3 201418
Horizon Investments, LLC 710.01%0.02%0.07%Q4 2017Q3 202318
HUTNER CAPITAL MANAGEMENT INC 18180.15%0.20%0.25%Q2 2019Q3 202318
Epoch Investment Partners, Inc. 1170.00%0.01%0.02%Q4 2015Q3 202318
Cornerstone Advisory, LLC 18180.04%0.06%0.07%Q2 2019Q3 202318
Gradient Investments LLC 1420.00%0.00%0.00%Q4 2017Q3 202318
SCHARF INVESTMENTS, LLC 18180.02%0.03%0.06%Q4 2014Q1 201918
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 18180.02%0.03%0.03%Q4 2017Q1 202218
Veritas Investment Management LLP 18180.01%0.20%0.42%Q2 2016Q3 202018
CITY HOLDING CO 18180.00%0.00%0.00%Q3 2015Q4 201918
Ballentine Partners, LLC 18180.01%0.06%0.11%Q2 2019Q3 202318
JUPITER ASSET MANAGEMENT LTD 1320.03%0.32%1.11%Q3 2014Q1 202218
Argent Trust Co 18180.02%0.03%0.04%Q2 2019Q3 202318
Snowden Capital Advisors LLC 980.01%0.02%0.13%Q2 2019Q3 202317
SVB WEALTH LLC 17170.00%0.01%0.01%Q3 2019Q3 202317
Pensionfund Sabic 710.00%0.54%0.66%Q3 2015Q3 202217
Rampart Investment Management Company, LLC 17170.02%0.09%0.23%Q3 2016Q3 202017
DAVIS SELECTED ADVISERS 17170.00%0.45%0.87%Q2 2014Q2 201817
BEESE FULMER INVESTMENT MANAGEMENT, INC. 17170.03%0.04%0.04%Q3 2019Q3 202317
ABERDEEN ASSET MANAGEMENT PLC/UK 17170.00%0.05%0.14%Q2 2013Q2 201717
FULLER & THALER ASSET MANAGEMENT, INC. 1520.00%0.02%0.05%Q2 2013Q4 201717
LOGAN CAPITAL MANAGEMENT INC 17170.00%0.01%0.02%Q3 2019Q3 202317
STEVENS CAPITAL MANAGEMENT LP 210.04%0.20%0.51%Q2 2013Q3 202317
CI INVESTMENTS INC. 17170.00%0.02%0.13%Q3 2019Q3 202317
CAPSTONE ASSET MANAGEMENT CO 17170.04%0.05%0.06%Q2 2013Q2 201717
Haverford Financial Services, Inc. 17170.15%0.33%0.45%Q4 2018Q4 202217
MACKAY SHIELDS LLC 17170.03%0.06%0.16%Q1 2018Q1 202217
LOOMIS SAYLES & CO L P 17170.00%0.00%0.00%Q3 2019Q3 202317
Global X Management CO LLC 17170.00%0.17%0.50%Q2 2014Q2 201817
EXCHANGE TRADED CONCEPTS, LLC 17170.00%0.03%0.29%Q4 2019Q4 202317
LMCG INVESTMENTS, LLC 1070.05%0.09%0.14%Q2 2013Q3 202317
State of New Jersey Common Pension Fund D 17170.10%0.11%0.14%Q3 2019Q3 202317
EVOKE WEALTH, LLC 17170.00%0.23%0.42%Q3 2019Q3 202317
Realta Investment Advisors 1340.02%0.06%0.08%Q1 2019Q3 202317
Prestige Wealth Management Group LLC 1610.00%0.01%0.02%Q4 2018Q3 202317
Rings Capital Management 13434.59%38.46%44.86%Q4 2018Q3 202317
SEEYOND 17170.02%0.06%0.27%Q4 2018Q4 202217
Cresset Asset Management, LLC 1520.00%0.01%0.02%Q4 2018Q3 202317
Impax Asset Management Group plc 1610.01%0.01%0.01%Q3 2018Q3 202317
Altium Wealth Management LLC 17170.06%0.11%0.26%Q2 2018Q2 202217
NuWave Investment Management, LLC 910.00%0.21%0.72%Q4 2013Q3 202217
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 17170.02%0.08%0.14%Q2 2017Q2 202117
Assenagon Asset Management S.A. 910.00%0.06%0.26%Q3 2017Q3 202317
Regent Investment Management LLC 17170.07%0.17%0.42%Q1 2017Q1 202117
Fiduciary Trust Co International of Pennsylvania 17170.01%0.12%0.36%Q1 2016Q1 202017
Capital Bank & Trust Co 17171.13%1.38%1.66%Q2 2017Q2 202117
Broadleaf Partners, LLC 17170.10%0.13%0.15%Q3 2019Q3 202317
AE Wealth Management LLC 1310.00%0.06%0.15%Q1 2019Q3 202317
Cumberland Partners Ltd 17170.04%0.07%0.11%Q2 2018Q2 202217
TELEMUS CAPITAL, LLC 17170.02%0.10%0.19%Q3 2019Q3 202317
Select Equity Group, L.P. 630.00%0.14%0.60%Q4 2016Q4 202217
Waldron Private Wealth LLC 17170.04%0.05%0.06%Q3 2019Q3 202317
Sequoia Financial Advisors, LLC 980.02%0.02%0.02%Q2 2019Q3 202317
Abacus Planning Group, Inc. 17170.06%0.10%0.16%Q3 2019Q3 202317
Slow Capital, Inc. 16160.32%0.51%0.66%Q4 2019Q3 202316
Laffer Tengler Investments, Inc. 1150.39%0.46%0.64%Q3 2013Q4 201716
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 1410.01%0.01%0.02%Q3 2018Q3 202316
GLG LLC 16160.05%0.06%0.08%Q1 2014Q4 201716
AlphaCrest Capital Management LLC 16160.02%0.08%0.26%Q4 2018Q3 202216
Commonwealth Equity Services, Inc 16160.00%0.00%0.01%Q4 2013Q3 201716
Bridgewater Associates 910.00%0.02%0.16%Q2 2013Q2 202216
Sugarloaf Wealth Management, LLC 16160.01%0.01%0.01%Q4 2019Q3 202316
FIRST BUSINESS FINANCIAL SERVICES, INC. 16160.08%0.11%0.14%Q4 2013Q3 201716
NewEdge Advisors, LLC 910.00%0.02%0.04%Q2 2017Q3 202316
ROANOKE ASSET MANAGEMENT CORP/ NY 16160.10%0.12%0.15%Q4 2019Q3 202316
Marks Group Wealth Management, Inc 16160.77%0.91%1.11%Q4 2019Q3 202316
WASHINGTON TRUST Co 1510.00%0.01%0.04%Q2 2018Q3 202316
HWG Holdings LP 620.01%0.13%0.49%Q2 2019Q4 202316
Doyle Wealth Management 16160.02%0.03%0.04%Q4 2018Q3 202216
CAMBRIDGE TRUST CO 910.00%0.20%0.61%Q3 2016Q3 202216
Column Capital Advisors, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
Carmichael Hill & Associates, Inc. 16160.11%0.14%0.17%Q4 2019Q3 202316
Hosking Partners LLP 16160.10%0.20%0.44%Q3 2015Q2 201916
JANUS HENDERSON INVESTORS US LLC 16160.02%0.12%0.21%Q2 2013Q1 201716
Banque Cantonale Vaudoise 16160.04%0.09%0.18%Q4 2019Q3 202316
Asset Management Group, Inc. 16160.20%0.24%0.29%Q4 2019Q3 202316
Center for Financial Planning, Inc. 16160.01%0.02%0.03%Q4 2019Q3 202316
Cerity Partners LLC 16160.01%0.01%0.04%Q4 2019Q3 202316
FAYEZ SAROFIM & CO 16160.00%0.00%0.00%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.00%0.01%0.01%Q4 2019Q3 202316
Geo Capital Gestora de Recursos Ltd 1240.05%3.43%14.47%Q4 2018Q3 202316
Handelsbanken Fonder AB 1410.01%0.07%0.09%Q4 2015Q3 202316
JOHNSON INVESTMENT COUNSEL INC 16160.01%0.01%0.01%Q4 2019Q3 202316
Vestcor Inc 16160.03%0.04%0.06%Q4 2019Q3 202316
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 16160.06%0.10%0.20%Q4 2019Q3 202316
Bienville Capital Management, LLC 16160.03%0.19%0.66%Q2 2019Q1 202316
KANAWHA CAPITAL MANAGEMENT LLC 16160.03%0.03%0.03%Q4 2019Q3 202316
Ethic Inc. 16160.17%0.28%0.52%Q4 2019Q3 202316
MAVERICK CAPITAL LTD 920.00%0.01%0.04%Q1 2015Q2 202316
AdvisorShares Investments LLC 16160.05%0.37%0.88%Q4 2019Q3 202316
Castle Rock Wealth Management, LLC 1240.16%0.25%0.42%Q3 2019Q3 202316
1623 Capital LLC 16162.17%2.95%3.91%Q4 2019Q3 202316
OKABENA INVESTMENT SERVICES INC 16160.46%1.47%3.28%Q4 2019Q3 202316
Live Oak Private Wealth LLC 16160.20%0.38%0.70%Q4 2019Q3 202316
FIRST AMERICAN TRUST, FSB 1310.03%0.05%0.09%Q4 2017Q1 202216
MISSION WEALTH MANAGEMENT, LP 930.02%0.04%0.05%Q4 2017Q3 202316
BAXTER BROS INC 16160.04%0.05%0.06%Q4 2019Q3 202316
Marshall Wace North America L.P. 16160.00%0.07%0.18%Q1 2017Q4 202016
BRASADA CAPITAL MANAGEMENT, LP 1420.00%1.46%2.26%Q3 2018Q3 202316
VOLORIDGE INVESTMENT MANAGEMENT, LLC 310.01%0.09%0.16%Q1 2015Q3 202316
Ensign Peak Advisors, Inc 16160.00%0.03%0.07%Q4 2019Q3 202316
BI Asset Management Fondsmaeglerselskab A/S 16160.01%0.09%0.22%Q4 2019Q3 202316
CX Institutional 1110.00%0.03%0.19%Q1 2019Q3 202316
V Wealth Advisors LLC 1150.39%0.46%0.56%Q2 2019Q2 202316
Hudock, Inc. 15150.00%0.00%0.00%Q1 2019Q3 202215
Bank Julius Baer & Co. Ltd, Zurich 15150.00%0.01%0.02%Q1 2020Q3 202315
Exchange Capital Management, Inc. 15150.23%0.30%0.39%Q1 2020Q3 202315
Virtus Fund Advisers, LLC 15150.00%0.00%0.00%Q2 2014Q4 201715
Trexquant Investment LP 310.03%0.11%0.33%Q1 2015Q3 202315
FORSTA AP-FONDEN 15150.11%0.17%0.22%Q1 2020Q3 202315
BAR HARBOR WEALTH MANAGEMENT 1140.02%0.03%0.04%Q4 2019Q3 202315
NS Partners Ltd 15151.10%1.31%1.48%Q1 2020Q3 202315
BerganKDV Wealth Management, LLC 15150.00%0.01%0.02%Q4 2019Q2 202315
Your Advocates Ltd., LLP 15150.04%0.06%0.07%Q1 2020Q3 202315
BELLEVUE ASSET MANAGEMENT, LLC 1140.00%0.00%0.00%Q4 2019Q3 202315
MARSHALL WACE ASIA Ltd 910.07%1.76%3.21%Q1 2017Q3 202115
VONTOBEL ASSET MANAGEMENT INC 1320.07%0.14%0.39%Q2 2013Q4 201915
Key FInancial Inc 15150.22%0.38%0.60%Q1 2020Q3 202315
USCA RIA LLC 1320.02%0.04%0.14%Q1 2017Q1 202115
ACADIAN ASSET MANAGEMENT LLC 510.00%0.01%0.06%Q4 2014Q3 202315
PARK AVENUE SECURITIES LLC 1110.01%0.01%0.02%Q1 2019Q3 202315
BlackRock Institutional Trust Company, N.A. 15150.06%0.07%0.08%Q2 2013Q4 201615
Cranbrook Wealth Management, LLC 15150.01%0.02%0.02%Q4 2013Q2 201715
OSAIC HOLDINGS, INC. 15150.01%0.02%0.02%Q1 2020Q3 202315
Xact Kapitalforvaltning AB 15150.09%0.13%0.16%Q3 2016Q1 202015
Bell Asset Management Ltd 15150.91%1.22%1.71%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.01%0.03%Q2 2016Q4 201915
BlackRock Japan Co. Ltd 15150.08%0.09%0.10%Q2 2013Q4 201615
BLACKROCK ADVISORS LLC 15150.02%0.09%0.13%Q2 2013Q4 201615
BlackRock Group LTD 15150.07%0.09%0.11%Q2 2013Q4 201615
Corient Capital Partners, LLC 15150.06%0.17%0.27%Q1 2019Q3 202215
Legacy Bridge, LLC 15150.01%0.01%0.01%Q1 2020Q3 202315
Edgestream Partners, L.P. 510.01%0.39%1.58%Q1 2018Q3 202315
DAVENPORT & Co LLC 15150.01%0.39%0.56%Q1 2020Q3 202315
CAMPBELL NEWMAN ASSET MANAGEMENT INC 15150.89%1.57%1.80%Q1 2020Q3 202315
IEQ CAPITAL, LLC 1140.02%0.04%0.05%Q4 2019Q3 202315
INVERNESS COUNSEL LLC /NY/ 960.02%0.54%1.92%Q4 2014Q3 202215
MSI Financial Services Inc 15150.01%0.01%0.02%Q2 2013Q4 201615
Greenline Partners, LLC 15150.56%0.66%0.75%Q3 2019Q1 202315
J. W. Coons Advisors, LLC 15150.11%0.22%0.51%Q1 2020Q3 202315
TCW GROUP INC 15150.01%0.02%0.04%Q2 2013Q4 201615
Larson Financial Group LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
Investors Research Corp 960.00%0.00%0.00%Q1 2019Q3 202315
Achmea Investment Management B.V. 710.04%0.07%0.20%Q1 2017Q3 202315
IndexIQ Advisors LLC 1050.00%0.07%0.21%Q4 2017Q1 202215
WOLVERINE ASSET MANAGEMENT LLC 710.00%0.00%0.01%Q2 2013Q1 202115
OFI Advisors LLC 1140.02%0.02%0.02%Q3 2011Q3 201515
Lincoln Capital LLC 15150.58%0.86%1.11%Q1 2020Q3 202315
BlackRock Investment Management, LLC 15150.04%0.11%0.16%Q2 2013Q4 201615
TIAA, FSB 810.01%0.02%0.06%Q2 2017Q2 202315
Triangle Securities Wealth Management 15150.13%0.20%0.31%Q1 2020Q3 202315
MANOR ROAD CAPITAL PARTNERS, LLC 15152.86%4.70%9.06%Q1 2018Q3 202115
Yorktown Management & Research Co Inc 1410.04%0.06%0.10%Q3 2013Q3 201715
BlackRock Fund Advisors 15150.05%0.06%0.07%Q2 2013Q4 201615
Burgundy Asset Management Ltd. 15150.03%0.04%0.07%Q2 2013Q4 201615
Zebra Capital Management LLC 15150.21%0.46%0.69%Q3 2015Q1 201915
Balentine LLC 950.00%0.01%0.02%Q2 2019Q3 202314
Financial Management Professionals, Inc. 14140.00%0.00%0.00%Q2 2020Q3 202314
DELTA LLOYD NV 14140.01%0.03%0.06%Q2 2013Q3 201614
AMF Tjanstepension AB 14140.12%0.17%0.23%Q2 2020Q3 202314
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 14140.00%0.00%0.00%Q2 2019Q3 202214
Lloyds Banking Group plc 860.02%0.86%1.90%Q2 2013Q4 201714
Cipher Capital LP 410.02%0.17%0.46%Q1 2015Q3 202314
Dai-ichi Life Holdings, Inc. 14140.01%0.03%0.10%Q2 2013Q3 201614
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1040.00%0.11%0.23%Q4 2019Q3 202314
FUKOKU MUTUAL LIFE INSURANCE Co 1310.01%0.02%0.03%Q2 2019Q3 202314
ETRADE Capital Management LLC 720.01%0.01%0.03%Q2 2016Q3 202014
Dorsey & Whitney Trust CO LLC 14140.02%0.03%0.05%Q2 2020Q3 202314
Keebeck Wealth Management, LLC 14140.10%0.21%0.37%Q2 2020Q3 202314
RIVERSEDGE ADVISORS, LLC 14140.17%0.22%0.32%Q2 2020Q3 202314
Thomas J. Herzfeld Advisors, Inc. 14140.00%0.00%0.00%Q2 2020Q3 202314
LEUTHOLD GROUP, LLC 610.46%0.70%1.04%Q2 2013Q1 202214
RMB Capital Management, LLC 14140.01%0.02%0.02%Q2 2020Q3 202314
BDO Wealth Advisors, LLC 14140.00%0.01%0.05%Q1 2020Q2 202314
Ferris Capital, LLC 810.00%0.16%0.43%Q2 2017Q1 202214
Symmetry Partners, LLC 14140.02%0.04%0.05%Q3 2020Q4 202314
XPONANCE, INC. 14140.14%0.19%0.28%Q2 2020Q3 202314
Mizuho Asset Management Co.,Ltd. 14140.00%0.03%0.05%Q2 2013Q3 201614
Vanguard Personalized Indexing Management, LLC 14140.09%0.12%0.20%Q2 2020Q3 202314
LAKE STREET ADVISORS GROUP, LLC 770.03%0.04%0.06%Q4 2017Q2 202114
Geneva Advisors, LLC 14140.00%0.16%0.20%Q1 2014Q2 201714
WORLDQUANT MILLENNIUM ADVISORS LLC 1210.11%0.28%0.38%Q2 2018Q3 202314
SHINE INVESTMENT ADVISORY SERVICES INC 14140.01%0.02%0.03%Q2 2017Q3 202014
LINCOLN NATIONAL CORP 14140.01%0.01%0.01%Q2 2020Q3 202314
Sowell Financial Services LLC 770.00%0.07%0.22%Q1 2017Q1 202114
Shinko Asset Management Co., Ltd. 14140.00%0.00%0.00%Q2 2013Q3 201614
Cornerstone Advisors, LLC 1040.21%0.29%0.36%Q1 2020Q3 202314
Simmons Bank 620.02%0.02%0.03%Q1 2019Q3 202314
AdvisorNet Financial, Inc 860.00%0.07%0.22%Q1 2020Q3 202314
FIRST NATIONAL BANK SIOUX FALLS 14140.00%0.00%0.01%Q2 2013Q3 201614
Sands Capital Management 14140.00%0.03%0.09%Q1 2017Q2 202014
THOMPSON DAVIS & CO., INC. 14140.00%0.04%0.14%Q4 2013Q1 201714
MV CAPITAL MANAGEMENT, INC. 1130.00%0.00%0.00%Q4 2014Q3 202314
First Houston Capital, Inc. 14140.61%1.54%2.28%Q3 2013Q4 201614
CreativeOne Wealth, LLC 14140.06%0.08%0.12%Q2 2020Q3 202314
JONES FINANCIAL COMPANIES LLLP 1220.00%0.00%0.00%Q2 2013Q3 202314
CAROLINAS WEALTH CONSULTING LLC 14140.00%0.01%0.03%Q2 2020Q3 202314
INTEGRAL DERIVATIVES, LLC 520.00%0.01%0.02%Q2 2014Q2 201714
Cetera Investment Advisers 14140.02%0.02%0.03%Q2 2020Q3 202314
TIAA CREF TRUST CO FSB/MO 14140.04%0.06%0.07%Q4 2013Q1 201714
Williams Jones Wealth Management, LLC. 14140.00%0.01%0.02%Q2 2020Q3 202314
Oribel Capital Management, LP 710.11%1.20%3.19%Q4 2016Q2 202314
GFI Investment Counsel Ltd. 14147.71%8.38%9.46%Q2 2020Q3 202314
TRB Advisors LP 810.49%3.05%4.55%Q4 2017Q1 202314
SIT INVESTMENT ASSOCIATES INC 14140.02%0.39%0.64%Q2 2013Q3 201614
Sunflower Bank, N.A. 14140.05%0.10%0.24%Q2 2020Q3 202314
Human Investing LLC 1220.18%0.54%0.90%Q4 2018Q2 202214
ExodusPoint Capital Management, LP 810.01%0.09%0.53%Q2 2019Q3 202314
BEACON INVESTMENT ADVISORY SERVICES, INC. 14140.04%0.06%0.09%Q2 2020Q3 202314
Verdence Capital Advisors LLC 14140.03%0.07%0.10%Q2 2020Q3 202314
BRIDGES INVESTMENT COUNSEL INC/ 730.05%0.08%0.23%Q4 2013Q4 201714
NumerixS Investment Technologies Inc 410.01%0.06%0.14%Q2 2015Q2 202014
AMUNDI ASSET MANAGEMENT US, INC. 14140.01%0.05%0.11%Q4 2017Q1 202114
MONETA GROUP INVESTMENT ADVISORS LLC 1220.01%0.14%0.21%Q3 2015Q3 202314
USS Investment Management Ltd 14140.04%0.11%0.16%Q2 2020Q3 202314
Pensionfund DSM Netherlands 610.00%0.44%0.66%Q3 2015Q4 202114
Atalan Capital Partners, LP 13135.87%10.99%13.78%Q3 2019Q3 202213
TFC Financial Management, Inc. 13130.02%0.03%0.04%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.11%0.14%0.21%Q3 2020Q3 202313
Hexagon Capital Partners LLC 13130.02%0.02%0.03%Q3 2020Q3 202313
MINOT CAPITAL, LP 13131.75%1.98%2.68%Q2 2020Q2 202313
Financial Gravity Asset Management, Inc. 520.00%0.01%0.10%Q1 2018Q3 202313
Virtu Financial LLC 510.01%0.06%0.23%Q4 2016Q3 202313
Baker Avenue Asset Management, LP 610.00%0.05%0.10%Q4 2021Q3 202313
Vestmark Advisory Solutions, Inc. 1120.02%0.04%0.13%Q2 2020Q3 202313
Harel Insurance Investments & Financial Services Ltd. 1110.00%0.01%0.06%Q2 2016Q3 202313
Lombard Odier Asset Management (Switzerland) SA 310.00%0.05%0.08%Q2 2014Q1 202313
GUARDCAP ASSET MANAGEMENT Ltd 13132.27%5.04%6.57%Q4 2017Q4 202013
Sonora Investment Management, LLC 1210.00%0.01%0.02%Q3 2015Q3 202113
Penobscot Investment Management Company, Inc. 13130.05%0.09%0.16%Q3 2020Q3 202313
Qube Research & Technologies Ltd 310.02%0.20%0.72%Q1 2018Q3 202313
Illinois Municipal Retirement Fund 13130.10%0.11%0.16%Q3 2020Q3 202313
Magnetar Financial LLC 310.00%0.02%0.05%Q2 2015Q4 202213
CARILLON TOWER ADVISERS, INC. 13130.11%0.41%0.69%Q4 2017Q4 202013
HERNDON CAPITAL MANAGEMENT LLC 13131.08%2.35%2.68%Q2 2014Q2 201713
SouthState Corp 13130.01%0.01%0.01%Q3 2020Q3 202313
C Partners Holding GmbH 13130.52%2.86%4.14%Q3 2017Q3 202013
Avestar Capital, LLC 760.01%0.12%0.30%Q4 2017Q1 202213
JAMES INVESTMENT RESEARCH INC 13130.01%0.18%0.55%Q2 2013Q2 201613
Lenox Wealth Advisors, LLC 610.00%0.03%0.12%Q2 2013Q1 202213
SEVEN EIGHT CAPITAL, LP 510.00%0.16%0.51%Q1 2014Q2 202313
ROCKLAND TRUST CO 1120.03%0.05%0.06%Q3 2019Q1 202313
Perennial Advisors, LLC 910.02%0.07%0.11%Q4 2016Q2 202113
NIPPON LIFE INSURANCE CO 13130.02%0.04%0.05%Q3 2014Q3 201713
Calvert Investment Management, Inc. 13130.15%0.69%1.17%Q4 2013Q4 201613
Arete Wealth Advisors, LLC 940.12%0.19%0.28%Q2 2020Q3 202313
Trust Asset Management LLC 13130.04%0.06%0.08%Q3 2020Q3 202313
TPI Fund Managers Ltd 13131.07%1.51%2.27%Q2 2019Q2 202213
Tidal Investments LLC 12120.02%0.04%0.06%Q4 2020Q3 202312
CLOVERFIELDS CAPITAL GROUP, LP 12120.41%0.95%1.59%Q4 2020Q3 202312
Citadel Investment Advisory, Inc. 12121.46%1.65%1.84%Q4 2020Q3 202312
Capital Planning Advisors, LLC 12120.09%0.23%0.38%Q4 2019Q3 202212
GUARDIAN CAPITAL LP 12120.01%0.08%0.18%Q4 2014Q3 201712
Jackson, Grant Investment Advisers, Inc. 12120.00%0.02%0.03%Q4 2020Q3 202312
ZEKE CAPITAL ADVISORS, LLC 1010.01%0.05%0.06%Q3 2017Q4 202212
Lido Advisors, LLC 12120.00%0.01%0.03%Q4 2020Q3 202312
Cedar Brook Financial Partners, LLC 930.09%0.11%0.13%Q1 2019Q2 202212
Alexandria Capital, LLC 12120.00%0.00%0.00%Q4 2014Q3 201712
Carnegie Capital Asset Management, LLC 12120.01%0.01%0.02%Q4 2020Q3 202312
Capital Advisory Group Advisory Services, LLC 710.01%0.01%0.02%Q4 2018Q1 202212
Freemont Management S.A. 12121.33%1.96%3.88%Q4 2020Q3 202312
TD Securities (USA) LLC 12120.04%0.08%0.10%Q2 2013Q1 201612
RUSSELL FRANK CO/ 12120.00%0.08%0.36%Q2 2013Q1 201612
Berman Capital Advisors, LLC 12120.01%0.02%0.04%Q4 2018Q3 202112
Pinnacle Wealth Planning Services, Inc. 930.04%0.05%0.08%Q3 2020Q3 202312
CSat Investment Advisory, L.P. 12120.00%0.02%0.04%Q2 2018Q1 202112
Altshuler Shaham Ltd 1020.00%0.01%0.02%Q4 2017Q4 202112
FLOSSBACH VON STORCH AG 12120.49%1.56%2.29%Q4 2020Q3 202312
BALYASNY ASSET MANAGEMENT L.P. 510.00%0.03%0.16%Q4 2015Q3 202312
Moisand Fitzgerald Tamayo, LLC 660.00%0.00%0.01%Q2 2020Q3 202312
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 720.00%0.15%0.25%Q1 2015Q3 202312
Flinton Capital Management LLC 12120.02%0.04%0.08%Q4 2016Q3 201912
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 12120.04%0.07%0.09%Q3 2013Q2 201612
NEXT Financial Group, Inc 610.00%0.00%0.03%Q4 2014Q4 202112
Aft, Forsyth & Sober, LLC 12120.40%0.49%0.58%Q4 2020Q3 202312
Glen Harbor Capital Management LLC 12120.01%0.01%0.03%Q4 2016Q3 201912
Bluegrass Capital Partners LP 12124.78%6.94%9.98%Q4 2020Q3 202312
Tuttle Capital Management, LLC 440.08%0.81%1.75%Q4 2017Q1 202112
Tyers Asset Management LLC 12120.01%0.03%0.06%Q4 2016Q3 201912
Neuburgh Advisers LLC 12120.02%0.05%0.09%Q4 2016Q3 201912
SIMON QUICK ADVISORS, LLC 750.02%0.06%0.15%Q3 2017Q3 202012
Vontobel Holding Ltd. 12120.03%0.10%0.18%Q4 2020Q3 202312
ENCOMPASS WEALTH ADVISORS, LLC 12120.19%0.24%0.45%Q4 2020Q3 202312
BUCKINGHAM STRATEGIC WEALTH, LLC 440.00%0.01%0.05%Q1 2020Q3 202312
CUE ADVISORY SERVICES, INC. 12120.49%0.58%0.68%Q4 2015Q3 201812
PartnerRe Asset Management CORP 12120.05%0.06%0.06%Q2 2013Q1 201612
Crewe Advisors LLC 12120.00%0.49%1.21%Q3 2020Q2 202312
First Trust Direct Indexing L.P. 12120.06%0.09%0.13%Q4 2020Q3 202312
Wealthcare Advisory Partners LLC 1010.00%0.00%0.01%Q4 2017Q2 202312
Accretive Wealth Partners, LLC 12120.44%0.53%0.62%Q4 2020Q3 202312
Fortis Capital Management LLC 610.35%1.02%2.37%Q4 2019Q3 202312
Coronation Fund Managers Ltd. 12120.06%0.28%0.45%Q1 2020Q4 202212
WEDGE CAPITAL MANAGEMENT L L P/NC 710.14%0.26%0.50%Q2 2013Q3 202312
Marshall Financial Group LLC 12120.15%0.52%0.86%Q4 2020Q3 202312
Elo Mutual Pension Insurance Co 12120.12%0.13%0.14%Q4 2020Q3 202312
Ancora Advisors LLC 410.00%0.00%0.01%Q1 2018Q3 202312
Skye Global Management LP 910.10%1.17%2.68%Q4 2019Q3 202312
VAN STRUM & TOWNE INC. 12120.45%0.55%0.69%Q4 2020Q3 202312
OAKBROOK INVESTMENTS LLC 310.01%0.09%0.14%Q3 2013Q4 201912
DUALITY ADVISERS, LP 510.02%0.26%0.52%Q4 2018Q3 202312
4J Wealth Management LLC 12120.26%0.28%0.33%Q4 2020Q3 202312
Wealthspire Advisors, LLC 1110.00%0.02%0.04%Q4 2018Q3 202212
Virtu KCG Holdings LLC 810.00%0.03%0.09%Q3 2013Q1 201712
LITTLE HOUSE CAPITAL LLC 530.09%0.28%0.63%Q4 2018Q3 202312
FIRST NIAGARA BANK 12120.04%0.06%0.08%Q3 2013Q2 201612
Clean Yield Group 1020.00%0.02%0.07%Q3 2020Q3 202312
McLean Asset Management Corp 750.07%0.12%0.19%Q4 2020Q4 202312
KESTRA PRIVATE WEALTH SERVICES, LLC 12120.02%0.07%0.15%Q4 2020Q3 202312
Century Capital Management, LLC 11110.38%0.74%1.42%Q4 2014Q2 201711
SECURITY ASSET MANAGEMENT 11111.11%1.30%1.62%Q4 2014Q2 201711
FIRST QUADRANT LLC/CA 1010.00%0.00%0.01%Q2 2013Q4 202011
Stratos Wealth Advisors, LLC 740.02%0.03%0.05%Q4 2020Q3 202311
Sustainable Insight Capital Management, LLC 810.23%0.26%0.32%Q1 2019Q3 202211
SOA Wealth Advisors, LLC. 11110.00%0.00%0.02%Q4 2020Q2 202311
CORNERSTONE ADVISORS INC 610.00%0.14%0.25%Q3 2015Q4 202111
RFG Advisory, LLC 11110.02%0.02%0.03%Q1 2021Q3 202311
Euclid Advisors LLC 710.04%0.08%0.18%Q2 2013Q2 201611
OMERS ADMINISTRATION Corp 310.02%0.14%0.44%Q3 2013Q4 201911
Value Partners Investments Inc. 11110.03%0.06%0.09%Q1 2021Q3 202311
CAXTON ASSOCIATES LP 510.01%0.07%0.16%Q2 2017Q3 202211
Spire Wealth Management 11110.00%0.01%0.09%Q1 2021Q3 202311
BloombergSen Inc. 11115.46%7.00%8.20%Q2 2013Q4 201511
Ohio National Investments, Inc. 11110.07%0.07%0.08%Q3 2013Q1 201611
Orion Portfolio Solutions, LLC 530.00%0.01%0.03%Q4 2019Q3 202311
Nachman Norwood & Parrott, Inc 11110.04%0.06%0.09%Q4 2018Q2 202111
DOWLING & YAHNKE LLC 11110.02%0.03%0.04%Q1 2020Q3 202211
Catalyst Capital Advisors LLC 530.02%0.20%0.51%Q2 2014Q3 202011
Twin Lakes Capital Management, LLC 650.13%0.17%0.20%Q4 2020Q3 202311
Troy Asset Management Ltd 11111.22%2.03%2.76%Q1 2021Q3 202311
NORTHWEST INVESTMENT COUNSELORS, LLC 810.00%0.36%0.88%Q3 2019Q3 202311
ARGUS INVESTORS' COUNSEL, INC. 11110.12%0.25%0.39%Q2 2018Q4 202011
TRUEWEALTH LLC 11110.02%0.02%0.05%Q4 2017Q2 202011
VAN DEN BERG MANAGEMENT I, INC 11110.83%0.90%0.97%Q1 2021Q3 202311
JFS WEALTH ADVISORS, LLC 920.00%0.00%0.01%Q4 2017Q3 202311
U S GLOBAL INVESTORS INC 710.00%0.16%0.83%Q1 2015Q4 202111
Maryland State Retirement & Pension System 740.09%0.11%0.15%Q4 2020Q3 202311
First Pacific Advisors, LP 11110.00%0.00%0.00%Q2 2020Q4 202211
Abbrea Capital, LLC 11110.04%0.04%0.06%Q1 2021Q3 202311
COLDSTREAM CAPITAL MANAGEMENT INC 740.01%0.02%0.03%Q4 2020Q3 202311
CONNABLE OFFICE INC 11110.34%0.39%0.48%Q1 2021Q3 202311
Claar Advisors LLC 11110.37%1.13%1.76%Q1 2021Q3 202311
Quadrature Capital Ltd 410.02%0.18%0.50%Q4 2015Q4 202111
Mayfair Advisory Group, LLC 740.23%0.33%0.40%Q4 2020Q3 202311
Veritas Investment Partners (UK) Ltd. 740.00%0.01%0.02%Q4 2020Q3 202311
BERKSHIRE ASSET MANAGEMENT LLC/PA 1010.02%0.03%0.03%Q3 2016Q2 201911
Brinker Capital Investments, LLC 1010.00%0.02%0.03%Q2 2019Q4 202211
JACOBS LEVY EQUITY MANAGEMENT, INC 920.01%0.25%0.54%Q3 2013Q1 201711
Sand Hill Global Advisors, LLC 910.01%0.02%0.02%Q4 2019Q2 202210
Banco de Sabadell, S.A 820.00%0.14%0.64%Q2 2018Q4 202010
HARBOUR INVESTMENTS, INC. 640.01%0.01%0.01%Q1 2021Q3 202310
Princeton Global Asset Management LLC 730.01%0.01%0.02%Q4 2019Q3 202310
Deseret Mutual Benefit Administrators 10100.02%0.04%0.07%Q2 2021Q3 202310
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 10100.05%0.06%0.06%Q2 2021Q3 202310
Independent Franchise Partners LLP 10101.10%4.48%5.62%Q2 2013Q3 201510
C M BIDWELL & ASSOCIATES LTD 710.06%0.24%0.74%Q4 2014Q3 202110
CLEAR STREET MARKETS LLC 610.00%0.05%0.34%Q3 2014Q2 202310
Amundi 10100.07%0.11%0.15%Q2 2021Q3 202310
Redwood Investment Management, LLC 730.06%0.10%0.16%Q1 2019Q3 202110
Mitsubishi UFJ Securities Holdings Co., Ltd. 410.01%0.11%0.62%Q1 2015Q3 201810
Vulcan Value Partners, LLC 10100.00%0.84%1.78%Q1 2017Q2 201910
Institute for Wealth Management, LLC. 10100.04%0.08%0.10%Q2 2021Q3 202310
Axiom Financial Strategies, LLC 10100.11%0.14%0.16%Q2 2020Q3 202210
London & Capital Asset Management Ltd 10101.36%1.77%2.30%Q2 2021Q3 202310
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 510.03%0.13%0.32%Q3 2006Q4 201910
USA FINANCIAL FORMULAS 510.00%0.50%0.97%Q4 2017Q4 202110
AHL Partners LLP 640.04%0.12%0.28%Q3 2014Q4 201710
K.J. Harrison & Partners Inc 310.04%0.27%0.77%Q3 2018Q2 202310
ELLINGTON MANAGEMENT GROUP LLC 310.07%0.21%0.39%Q2 2013Q3 201910
Freedom Investment Management, Inc. 820.02%0.03%0.05%Q4 2016Q3 202310
Arlington Partners LLC 820.01%0.01%0.02%Q4 2020Q3 202310
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 10100.08%0.12%0.14%Q2 2019Q3 202110
GPS Wealth Strategies Group, LLC 730.00%0.01%0.01%Q1 2021Q3 202310
BAKER TILLY WEALTH MANAGEMENT, LLC 10100.03%0.04%0.06%Q1 2021Q2 202310
Index Management Solutions, LLC 10100.00%0.04%0.12%Q2 2013Q3 201510
LGT Group Foundation 880.00%0.15%0.34%Q4 2021Q3 202310
GUYASUTA INVESTMENT ADVISORS INC 730.02%0.02%0.02%Q3 2020Q3 202310
TRANSCEND CAPITAL ADVISORS, LLC 10100.16%0.19%0.28%Q2 2021Q3 202310
JAG CAPITAL MANAGEMENT, LLC 910.03%0.03%0.04%Q2 2019Q1 202210
Angeles Investment Advisors, LLC 10100.06%0.10%0.23%Q3 2019Q4 202110
KB FINANCIAL PARTNERS, LLC 820.02%0.10%0.37%Q1 2021Q3 202310
Beacon Pointe Advisors, LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
TURNER INVESTMENTS LLC 10100.03%0.47%1.02%Q2 2013Q3 201510
CLINTON GROUP INC 510.04%0.23%0.77%Q2 2013Q2 201810
Grantham, Mayo, Van Otterloo & Co. LLC 10100.00%0.02%0.03%Q2 2013Q3 201510
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 640.03%0.07%0.11%Q4 2014Q3 202310
Miracle Mile Advisors, LLC 10100.02%0.02%0.03%Q2 2021Q3 202310
MU Investments Co., Ltd. 10100.04%0.07%0.08%Q2 2013Q3 201510
AVANTAX ADVISORY SERVICES, INC. 910.00%0.01%0.01%Q3 2020Q3 202310
AJO, LP 810.00%0.46%0.95%Q1 2014Q4 201910
SUMITOMO LIFE INSURANCE CO 10100.09%0.25%0.33%Q2 2014Q3 201610
PRUDENTIAL PLC 710.00%0.01%0.03%Q1 2015Q3 202310
Diversified Trust Co 430.01%0.03%0.06%Q1 2020Q4 202310
QCI ASSET MANAGEMENT INC/NY 910.00%0.00%0.00%Q2 2017Q1 202010
VisionPoint Advisory Group, LLC 820.03%0.09%0.13%Q4 2018Q3 202310
Grove Bank & Trust 510.01%0.03%0.06%Q4 2016Q3 202310
PDT Partners, LLC 820.06%0.17%0.35%Q2 2013Q4 202110
Kistler-Tiffany Companies, LLC 910.00%0.01%0.02%Q2 2016Q2 202310
Walleye Capital LLC 310.00%0.04%0.20%Q1 2020Q3 202310
QUEST INVESTMENT MANAGEMENT LLC 10100.11%0.12%0.17%Q3 2020Q4 202210
Bellevue Group AG 10100.00%0.01%0.01%Q2 2019Q3 202110
Legacy Financial Advisors, Inc. 610.02%0.04%0.05%Q4 2017Q3 202310
Artisan Partners Limited Partnership 720.03%0.05%0.14%Q2 2019Q4 202210
Seascape Capital Management 10101.33%1.52%1.63%Q2 2020Q3 202210
Apollon Wealth Management, LLC 910.01%0.06%0.08%Q2 2020Q3 202310
BRR OpCo, LLC 10100.19%0.21%0.24%Q1 2020Q2 202210
Personal Capital Advisors Corp 10100.00%0.00%0.00%Q3 2020Q4 202210
Capital Advisors, Ltd. LLC 990.01%0.03%0.04%Q3 2021Q3 20239
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 720.01%0.10%0.62%Q3 2014Q4 20229
Liontrust Investment Partners LLP 810.12%0.23%0.36%Q4 2020Q2 20239
Annex Advisory Services, LLC 990.11%0.16%0.18%Q1 2015Q1 20179
MYCIO WEALTH PARTNERS, LLC 990.01%0.01%0.01%Q3 2014Q3 20169
ASAHI LIFE ASSET MANAGEMENT CO., LTD. 410.04%0.08%0.15%Q3 2019Q2 20239
BB&T SECURITIES, LLC 720.00%0.01%0.02%Q2 2017Q3 20199
Blueshift Asset Management, LLC 410.05%0.24%0.84%Q2 2020Q3 20239
Bredin Investment LLC 990.48%0.62%0.80%Q4 2017Q4 20199
CAXTON CORP 630.16%0.49%1.08%Q2 2019Q1 20229
Waratah Capital Advisors Ltd. 410.01%0.28%0.69%Q1 2016Q3 20229
Lineweaver Wealth Advisors, LLC 990.39%0.46%0.56%Q3 2021Q3 20239
Athanor Capital, LP 990.02%0.08%0.14%Q1 2019Q1 20219
J.W. COLE ADVISORS, INC. 990.04%0.04%0.05%Q3 2021Q3 20239
Krane Funds Advisors LLC 720.00%0.02%0.04%Q2 2019Q4 20219
JGP Global Gestao de Recursos Ltda. 990.06%1.76%12.80%Q4 2014Q4 20169
Avalon Investment & Advisory 990.23%0.30%0.34%Q3 2016Q3 20189
CVA Family Office, LLC 720.02%0.02%0.03%Q1 2021Q2 20239
MANAGED ACCOUNT ADVISORS LLC 990.02%0.04%0.09%Q2 2013Q2 20159
High Net Worth Advisory Group LLC 990.18%0.22%0.25%Q4 2021Q4 20239
STUDIO INVESTMENT MANAGEMENT LLC 990.00%0.08%0.13%Q3 2021Q3 20239
Eagle Bay Advisors LLC 630.00%0.01%0.01%Q2 2021Q3 20239
Centiva Capital, LP 310.01%0.03%0.08%Q1 2020Q3 20239
Capital Group Private Client Services, Inc. 990.15%0.66%1.34%Q3 2021Q3 20239
Siemens Fonds Invest GmbH 990.04%0.07%0.11%Q3 2021Q3 20239
HANSEATIC MANAGEMENT SERVICES INC 720.01%0.23%0.67%Q2 2013Q2 20209
SIRIOS CAPITAL MANAGEMENT L P 990.15%0.67%1.25%Q4 2018Q4 20209
Princeton Alpha Management LP 410.06%0.25%0.81%Q4 2013Q1 20179
Zions Bancorporation 610.00%0.01%0.05%Q1 2015Q3 20179
OneDigital Investment Advisors LLC 420.00%0.02%0.04%Q1 2019Q3 20239
Quantitative Systematic Strategies LLC 310.05%0.23%0.49%Q2 2014Q2 20209
SkyView Investment Advisors, LLC 990.02%0.15%0.64%Q3 2021Q3 20239
BRADLEY FOSTER & SARGENT INC/CT 990.01%0.01%0.01%Q3 2021Q3 20239
Castleview Partners, LLC 810.01%0.19%0.27%Q2 2021Q3 20239
2Xideas AG 990.24%0.87%1.00%Q4 2020Q4 20229
Savant Capital, LLC 990.01%0.01%0.02%Q3 2021Q3 20239
WEALTHSOURCE PARTNERS, LLC 720.02%0.04%0.08%Q3 2020Q3 20239
ETF MANAGERS GROUP, LLC 810.00%0.02%0.07%Q1 2016Q1 20209
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 810.28%0.42%0.65%Q1 2018Q1 20229
GREAT LAKES ADVISORS, LLC 630.01%0.04%0.17%Q3 2019Q3 20229
Unigestion Holding SA 810.03%0.04%0.05%Q4 2020Q3 20239
APPLIED RESEARCH INVESTMENTS, LLC 991.33%1.77%2.63%Q2 2020Q2 20229
GSB Wealth Management, LLC 420.07%0.08%0.09%Q1 2021Q3 20239
Totem Point Management, LLC 512.91%4.99%6.72%Q2 2019Q3 20239
NorthCoast Asset Management LLC 720.02%0.14%0.44%Q4 2017Q3 20219
Evolution Wealth Advisors, LLC 630.00%0.00%0.00%Q2 2019Q3 20219
CYPRESS ASSET MANAGEMENT INC/TX 720.06%0.15%0.41%Q2 2018Q1 20229
Summit Financial, LLC 990.02%0.02%0.03%Q3 2021Q3 20239
Gladstone Institutional Advisory LLC 540.01%0.02%0.04%Q2 2021Q3 20239
Koshinski Asset Management, Inc. 630.01%0.12%0.23%Q4 2014Q1 20229
PATTON ALBERTSON MILLER GROUP, LLC 990.06%0.07%0.08%Q3 2021Q3 20239
OGOREK ANTHONY JOSEPH /NY/ /ADV 990.01%0.01%0.01%Q3 2021Q3 20239
Iowa State Bank 990.12%0.15%0.16%Q2 2014Q2 20169
First Personal Financial Services 990.00%0.01%0.01%Q4 2017Q4 20199
Close Asset Management Ltd 880.00%1.66%5.28%Q4 2021Q3 20238
SANDLER CAPITAL MANAGEMENT 310.02%0.70%1.63%Q2 2014Q1 20238
ATLANTA CAPITAL MANAGEMENT CO L L C 880.12%0.18%0.27%Q4 2020Q3 20228
MITCHELL SINKLER & STARR/PA 882.48%4.08%5.95%Q4 2021Q3 20238
ICON ADVISERS INC/CO 880.03%0.04%0.11%Q2 2013Q1 20158
FIRST FOUNDATION ADVISORS 440.01%0.01%0.01%Q2 2021Q3 20238
CHICAGO EQUITY PARTNERS LLC 440.01%0.06%0.20%Q2 2013Q3 20188
JARISLOWSKY, FRASER Ltd 880.00%0.00%0.00%Q2 2017Q1 20198
DENALI ADVISORS LLC 440.11%0.41%0.77%Q1 2015Q1 20188
SCOUT INVESTMENTS, INC. 880.19%0.32%0.68%Q1 2019Q4 20208
STRATEGY ASSET MANAGERS LLC 420.19%0.51%0.66%Q3 2014Q2 20208
BOSTON PRIVATE BANK & TRUST CO 880.00%0.01%0.01%Q2 2013Q1 20158
A.R.T. Advisors, LLC 210.01%0.16%0.35%Q2 2013Q2 20208
PICTET ASSET MANAGEMENT SA 880.03%0.03%0.04%Q3 2021Q2 20238
The Children's Investment Fund 8816.45%37.36%66.34%Q2 2013Q1 20158
MORRIS FINANCIAL CONCEPTS, INC. 880.15%0.41%0.58%Q4 2021Q3 20238
OXFORD ASSET MANAGEMENT LLP 710.02%0.08%0.25%Q1 2017Q4 20198
Alyeska Investment Group, L.P. 210.03%0.13%0.33%Q1 2015Q3 20238
Convergence Investment Partners, LLC 310.00%0.39%0.85%Q2 2013Q3 20208
AGF Investments LLC 530.00%0.05%0.22%Q4 2017Q4 20208
Mizuho Trust & Banking Co., Ltd. 880.08%0.09%0.10%Q4 2014Q3 20168
AIA Group Ltd 880.04%0.06%0.09%Q4 2021Q3 20238
Absolute Return Capital, LLC 710.00%0.04%0.08%Q2 2013Q2 20158
FOX RUN MANAGEMENT, L.L.C. 310.09%0.19%0.37%Q3 2016Q3 20238
Parametrica Management Ltd 320.09%0.76%1.44%Q3 2016Q3 20208
Pendal Group Ltd 310.00%0.01%0.02%Q1 2020Q4 20228
Baader Bank Aktiengesellschaft 880.02%0.09%0.17%Q4 2021Q3 20238
Regal Investment Advisors LLC 710.03%0.07%0.14%Q4 2020Q4 20228
Desjardins Global Asset Management Inc. 880.01%0.03%0.06%Q4 2021Q3 20238
BTG Pactual Global Asset Management Ltd 880.05%0.50%1.23%Q2 2020Q1 20228
West Family Investments, Inc. 620.06%0.08%0.11%Q2 2021Q3 20238
Egerton Capital (UK) LLP 441.27%3.07%4.78%Q3 2013Q3 20168
Empowered Funds, LLC 880.05%0.09%0.13%Q4 2021Q3 20238
Metis Global Partners, LLC 880.09%0.13%0.18%Q4 2021Q3 20238
GAM SYSTEMATIC LLP 410.00%0.09%0.12%Q4 2014Q3 20178
BARING ASSET MANAGEMENT Ltd 880.02%0.47%0.74%Q3 2014Q2 20168
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 880.02%0.03%0.03%Q4 2015Q3 20178
Newfound Research LLC 880.12%0.17%0.21%Q4 2020Q3 20228
Intersect Capital LLC 620.04%0.05%0.06%Q4 2014Q1 20228
Empire Life Investments Inc. 880.27%0.35%0.40%Q4 2016Q3 20188
Sciencast Management LP 410.10%0.50%0.94%Q4 2015Q1 20228
Darwin Wealth Management, LLC 880.17%0.57%0.83%Q4 2021Q3 20238
O'Shares Investment Advisers, LLC 880.19%0.28%0.76%Q2 2020Q1 20228
Gilbert & Cook, Inc. 610.03%0.05%0.10%Q2 2017Q3 20238
PERSONAL CFO SOLUTIONS, LLC 880.10%0.12%0.15%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.01%0.02%0.05%Q4 2021Q3 20238
Quantamental Technologies LLC 310.03%0.29%0.87%Q2 2019Q2 20238
DDD Partners, LLC 880.06%0.07%0.08%Q4 2021Q3 20238
MGO ONE SEVEN LLC 310.00%0.02%0.04%Q4 2017Q3 20238
FORA Capital, LLC 410.07%0.29%0.48%Q4 2019Q1 20238
MinichMacGregor Wealth Management, LLC 710.02%0.02%0.03%Q1 2017Q4 20228
Monte Financial Group, LLC 880.35%0.41%0.50%Q4 2021Q3 20238
Old North State Trust, LLC 620.00%0.00%0.00%Q3 2020Q1 20238
Core Alternative Capital 880.00%0.00%0.01%Q4 2021Q3 20238
ATTICUS WEALTH MANAGEMENT, LLC 710.00%0.03%0.06%Q1 2020Q3 20238
TSFG, LLC 880.00%0.00%0.01%Q1 2019Q4 20208
Aaron Wealth Advisors LLC 880.01%0.04%0.07%Q4 2021Q3 20238
State of Wyoming 610.01%0.08%0.18%Q1 2021Q3 20238
Lumature Wealth Partners, LLC 880.00%0.21%0.37%Q1 2021Q4 20228
B. Metzler seel. Sohn & Co. AG 880.08%0.12%0.15%Q4 2021Q3 20238
Connectus Wealth, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.08%0.09%0.11%Q4 2021Q3 20238
FourThought Financial, LLC 880.03%0.03%0.04%Q4 2020Q3 20228
Heartland Bank & Trust Co 880.44%0.59%0.77%Q4 2020Q3 20228
Bell Investment Advisors, Inc 620.01%0.01%0.02%Q3 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.01%0.01%0.03%Q4 2021Q3 20238
NorthCrest Asset Manangement, LLC 880.02%0.07%0.43%Q4 2021Q3 20238
Washington Trust Advisors, Inc. 880.07%0.08%0.09%Q4 2021Q3 20238
Cross Staff Investments Inc 880.30%0.36%0.44%Q4 2021Q3 20238
Shearwater Capital LLC 880.26%0.28%0.32%Q4 2021Q3 20238
Alapocas Investment Partners, Inc. 885.23%5.83%6.31%Q4 2021Q3 20238
Kathleen S. Wright Associates Inc. 880.09%0.17%0.24%Q4 2021Q3 20238
Covestor Ltd 880.02%0.05%0.10%Q4 2021Q3 20238
GHE, LLC 883.47%3.96%4.30%Q4 2021Q3 20238
City State Bank 880.02%0.02%0.02%Q4 2021Q3 20238
626 Financial, LLC 410.16%0.17%0.19%Q1 2021Q3 20238
HB Wealth Management, LLC 880.01%0.01%0.04%Q4 2021Q3 20238
Quent Capital, LLC 880.02%0.02%0.02%Q4 2021Q3 20238
Mystic Asset Management, Inc. 880.47%0.52%0.56%Q4 2021Q3 20238
Point72 Middle East FZE 440.00%0.04%0.15%Q4 2022Q3 20238
Schechter Investment Advisors, LLC 880.02%0.03%0.04%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.01%0.02%0.03%Q4 2021Q3 20238
GUARDIAN INVESTOR SERVICES LLC 880.08%0.09%0.10%Q2 2013Q1 20158
PINNACLE ASSOCIATES LTD 530.00%0.01%0.01%Q2 2014Q3 20238
Clearstead Advisors, LLC 710.00%0.02%0.06%Q3 2021Q3 20238
Fisher Asset Management, LLC 710.00%0.00%0.00%Q3 2014Q3 20178
TRILLIUM ASSET MANAGEMENT, LLC 880.01%0.01%0.01%Q2 2020Q1 20228
Onex Canada Asset Management Inc. 620.43%2.11%3.90%Q2 2013Q3 20158
NATIONAL BANK OF CANADA /FI/ 880.09%0.16%0.23%Q4 2021Q3 20238
IBERIABANK CORP 880.02%0.04%0.05%Q3 2018Q2 20208
UMB Bank, n.a. 880.01%0.01%0.02%Q4 2021Q3 20238
Barrett Asset Management, LLC 770.00%0.00%0.00%Q2 2020Q4 20217
Parisi Gray Wealth Management 610.01%0.01%0.02%Q4 2017Q2 20217
TRUSTCORE FINANCIAL SERVICES, LLC 770.00%0.01%0.01%Q2 2021Q4 20227
Legacy Advisors, LLC 770.08%0.15%0.21%Q1 2022Q3 20237
Neo Ivy Capital Management 310.15%0.41%0.92%Q2 2019Q3 20237
Hilton Capital Management, LLC 610.01%0.01%0.01%Q2 2018Q1 20217
Visionary Asset Management, Inc. 610.00%0.07%0.10%Q2 2014Q3 20187
ROYCE & ASSOCIATES LP 770.00%0.02%0.03%Q2 2013Q4 20147
SMITH ASSET MANAGEMENT GROUP LP 610.00%0.04%0.28%Q4 2016Q2 20217
FENIMORE ASSET MANAGEMENT INC 430.01%0.01%0.01%Q4 2021Q3 20237
Versor Investments LP 310.01%0.06%0.09%Q4 2018Q3 20237
WASHINGTON TRUST BANK 410.00%0.00%0.01%Q1 2014Q1 20197
Kovitz Investment Group Partners, LLC 770.04%0.08%0.11%Q1 2022Q3 20237
Schonfeld Strategic Advisors LLC 210.04%0.08%0.19%Q2 2019Q2 20237
CADENCE CAPITAL MANAGEMENT LLC 770.23%0.27%0.32%Q1 2014Q3 20157
Pegasus Partners Ltd. 770.12%0.14%0.15%Q1 2022Q3 20237
COLUMBUS CIRCLE INVESTORS 430.01%0.13%0.25%Q1 2015Q2 20187
AFFINITY WEALTH MANAGEMENT LLC 430.04%0.26%0.48%Q1 2019Q3 20217
EagleClaw Capital Managment, LLC 410.05%0.10%0.25%Q4 2019Q2 20237
Advisors Preferred, LLC 310.01%0.05%0.19%Q4 2013Q3 20237
SHAPIRO ROBERT N 770.01%0.20%0.39%Q2 2013Q4 20147
Cable Hill Partners, LLC 770.00%0.00%0.00%Q3 2017Q1 20197
Teamwork Financial Advisors, LLC 430.04%0.10%0.25%Q1 2020Q4 20217
FIRST NATIONAL BANK OF OMAHA 770.23%0.25%0.27%Q1 2022Q3 20237
Columbus Hill Capital Management, L.P. 770.09%0.21%0.32%Q3 2018Q1 20207
Salzman Financial Management 313.26%5.03%7.85%Q2 2014Q1 20207
Borer Denton & Associates, Inc. 770.18%0.20%0.21%Q1 2022Q3 20237
GeoWealth Management, LLC 610.00%0.06%0.14%Q4 2021Q3 20237
Vigilant Capital Management, LLC 510.00%0.00%0.00%Q1 2019Q2 20237
TRAN CAPITAL MANAGEMENT, L.P. 770.02%0.42%0.96%Q2 2019Q4 20207
ANGELES WEALTH MANAGEMENT, LLC 770.17%0.19%0.24%Q1 2022Q3 20237
Fund Management at Engine No. 1 LLC 770.11%0.12%0.13%Q1 2022Q3 20237
Jacobi Capital Management LLC 770.00%0.00%0.01%Q1 2020Q3 20217
Longview Partners (Guernsey) LTD 770.34%3.51%4.18%Q1 2022Q3 20237
Tyler-Stone Wealth Management 520.00%0.00%0.01%Q4 2021Q3 20237
Raleigh Capital Management Inc. 770.00%0.01%0.02%Q1 2022Q3 20237
Fort Point Capital Partners LLC 430.03%0.04%0.04%Q3 2021Q3 20237
Edge Advisors, LLC 770.00%0.02%0.03%Q4 2016Q2 20187
LGT Fund Management Co Ltd. 430.03%0.08%0.12%Q4 2021Q3 20237
Carson Advisory Inc. 430.19%0.23%0.29%Q4 2021Q3 20237
NewEdge Wealth, LLC 520.02%0.03%0.07%Q1 2021Q3 20237
SG3 Management, LLC 310.02%0.05%0.11%Q3 2019Q1 20227
Hennion & Walsh Asset Management, Inc. 610.05%0.12%0.20%Q1 2021Q3 20237
Strategic Global Advisors, LLC 770.47%0.55%0.62%Q3 2020Q1 20227
Vancity Investment Management Ltd 770.77%0.82%0.88%Q1 2022Q3 20237
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 771.30%1.42%1.52%Q1 2022Q3 20237
Tributary Capital Management, LLC 770.03%0.03%0.04%Q1 2022Q3 20237
COLLECTIVE FAMILY OFFICE LLC 770.09%0.11%0.12%Q4 2020Q2 20227
Addison Advisors LLC 520.00%0.08%0.13%Q4 2021Q3 20237
CALEDONIA INVESTMENTS PLC 773.20%4.49%5.09%Q1 2022Q3 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.29%0.32%0.37%Q1 2021Q4 20227
WOLFF WIESE MAGANA LLC 610.00%0.00%0.00%Q2 2021Q3 20237
Jump Financial, LLC 210.01%0.07%0.19%Q3 2020Q3 20237
HCR Wealth Advisors 430.03%0.04%0.05%Q2 2021Q2 20237
Conatus Capital Management LP 772.46%3.34%4.28%Q2 2013Q4 20147
Bayesian Capital Management, LP 310.08%0.16%0.27%Q3 2017Q2 20237
Calamos Wealth Management LLC 770.02%0.02%0.02%Q3 2020Q1 20227
Ardevora Asset Management LLP 771.18%1.43%1.70%Q4 2014Q2 20167
Quinn Opportunity Partners LLC 770.03%0.04%0.05%Q2 2018Q4 20197
Concord Wealth Partners 610.00%0.00%0.00%Q1 2021Q4 20227
Charter Oak Capital Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
Lloyd Advisory Services, LLC. 770.01%0.05%0.08%Q3 2020Q1 20227
HRT FINANCIAL LP 210.00%0.28%0.94%Q2 2019Q3 20237
Global Financial Private Capital, Inc 410.00%0.02%0.05%Q4 2017Q1 20207
Teza Capital Management LLC 310.06%0.25%0.60%Q1 2018Q1 20237
Savior LLC 770.00%0.00%0.00%Q4 2019Q2 20217
KG&L Capital Management,LLC 770.10%0.16%0.20%Q3 2020Q1 20227
INVESTMENT HOUSE LLC 770.02%0.02%0.02%Q3 2020Q1 20227
EVERMAY WEALTH MANAGEMENT LLC 770.13%0.16%0.18%Q1 2022Q3 20237
Pearl River Capital, LLC 210.13%0.27%0.63%Q4 2018Q2 20227
abrdn Investment Management Ltd 770.00%0.00%0.00%Q2 2013Q4 20147
Hillhouse Capital Management 770.16%0.24%0.40%Q1 2017Q3 20187
FORTEM FINANCIAL GROUP, LLC 770.10%0.95%1.17%Q3 2020Q1 20227
Jericho Capital Asset Management L.P. 774.91%6.96%9.81%Q2 2013Q4 20147
Atlas Private Wealth Management, LLC 660.01%0.01%0.01%Q4 2019Q1 20216
MUFG Securities EMEA plc 310.00%0.06%0.21%Q2 2018Q4 20206
Industrial Alliance Investment Management Inc. 510.02%0.08%0.21%Q4 2021Q3 20236
Hillsdale Investment Management Inc. 410.00%0.04%0.11%Q2 2013Q3 20206
Kingfisher Capital LLC 660.50%0.59%0.67%Q2 2022Q3 20236
PRELUDE CAPITAL MANAGEMENT, LLC 110.01%0.03%0.06%Q1 2015Q1 20216
Hexavest Inc. 660.00%0.01%0.06%Q1 2020Q2 20216
Gyon Technologies Capital Management, LP 410.04%0.26%0.96%Q1 2020Q1 20226
Jaffetilchin Investment Partners, LLC 210.05%0.13%0.22%Q3 2013Q1 20196
Madison Street Partners, LLC 660.97%4.33%6.39%Q1 2014Q2 20156
Crosspoint Capital Strategies, LLC 510.00%0.01%0.01%Q4 2013Q3 20156
FIDUCIARY SERVICES CORP/GA 660.22%0.36%0.42%Q4 2013Q1 20156
Gideon Capital Advisors, Inc. 210.17%0.45%1.13%Q4 2015Q4 20196
WealthPLAN Partners, LLC 220.00%0.02%0.08%Q2 2016Q2 20236
XTX Topco Ltd 210.06%0.16%0.30%Q2 2021Q3 20236
Kerrisdale Advisers, LLC 660.65%1.47%1.97%Q2 2022Q3 20236
Rockbridge Investment Management, LCC 660.01%0.01%0.01%Q3 2020Q4 20216
EWG Elevate Inc. 410.08%0.09%0.12%Q2 2021Q2 20236
Virtus Investment Advisers, Inc. 660.03%0.05%0.13%Q3 2016Q4 20176
Coston, McIsaac & Partners 660.02%0.03%0.04%Q2 2022Q3 20236
First National Advisers, LLC 660.49%0.60%0.66%Q2 2022Q3 20236
Ergoteles LLC 310.02%0.08%0.19%Q4 2020Q1 20236
Range Financial Group LLC 660.30%0.50%0.60%Q1 2021Q2 20226
Dynamic Capital Management Ltd 210.09%0.17%0.28%Q2 2013Q4 20176
Bellwether Advisors, LLC 330.00%0.00%0.00%Q3 2021Q1 20236
Atria Wealth Solutions, Inc. 510.00%0.01%0.03%Q1 2022Q3 20236
PSI Advisors, LLC 330.00%0.00%0.00%Q3 2021Q1 20236
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.01%0.02%0.04%Q4 2020Q3 20236
Y-Intercept (Hong Kong) Ltd 220.11%0.39%0.72%Q4 2020Q3 20236
Prana Capital Management, LP 310.31%1.20%2.70%Q2 2020Q3 20236
Airain ltd 310.03%0.07%0.17%Q2 2013Q2 20176
Disciplined Investments, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
Qtron Investments LLC 310.11%0.15%0.28%Q1 2020Q3 20236
Czech National Bank 660.13%0.14%0.15%Q3 2022Q4 20236
Schubert & Co 660.00%0.01%0.01%Q4 2021Q1 20236
SJS Investment Consulting Inc. 510.00%0.00%0.00%Q1 2022Q3 20236
Polaris Wealth Advisory Group, LLC 420.46%0.87%1.51%Q1 2014Q4 20156
Lee Capital Holdings LLC 410.47%1.03%1.61%Q1 2020Q1 20226
CADINHA & CO LLC 420.06%0.20%0.46%Q4 2015Q4 20206
Pinnacle Summer Investments, Inc. 660.00%0.00%0.00%Q2 2013Q3 20146
Quad-Cities Investment Group, LLC 660.03%0.03%0.04%Q2 2018Q3 20196
SQ Advisors, LLC 665.21%6.39%7.55%Q2 2013Q3 20146
Avondale Wealth Management 660.01%0.01%0.01%Q4 2017Q1 20196
ELEMENT CAPITAL MANAGEMENT LLC 310.05%0.20%0.36%Q1 2018Q3 20226
TLP GROUP LLC 410.00%0.19%0.41%Q2 2016Q2 20186
Certified Advisory Corp 510.01%0.01%0.01%Q2 2019Q1 20216
Private Ocean, LLC 410.00%0.00%0.00%Q4 2017Q4 20226
AEGON ASSET MANAGEMENT UK PLC 330.03%0.30%0.74%Q2 2015Q2 20236
NEW YORK LIFE TRUST CO 420.06%0.11%0.20%Q2 2013Q1 20156
Belpointe Asset Management LLC 310.00%0.04%0.08%Q3 2018Q1 20236
Smith Affiliated Capital Corp. 660.03%0.11%0.18%Q3 2014Q4 20156
Avenir Corp 660.02%0.02%0.03%Q1 2021Q2 20226
PGGM Investments 660.04%0.12%0.19%Q4 2020Q1 20226
STERLING INVESTMENT MANAGEMENT, LLC 510.80%1.04%1.28%Q2 2021Q3 20236
CHICAGO TRUST Co NA 410.10%0.11%0.12%Q3 2016Q1 20226
NEW ENGLAND SECURITIES CORP /MA/ 660.00%0.00%0.00%Q3 2013Q4 20146
Jupiter Investment Management Ltd 110.02%0.32%1.52%Q2 2013Q3 20196
Bryn Mawr Capital Management, LLC 510.02%0.14%0.19%Q1 2021Q1 20236
YACKTMAN ASSET MANAGEMENT LP 660.01%0.02%0.02%Q2 2022Q3 20236
Stanley-Laman Group, Ltd. 410.04%0.45%1.29%Q4 2015Q1 20226
INTECH INVESTMENT MANAGEMENT LLC 660.04%0.10%0.19%Q2 2022Q3 20236
Marathon Asset Management Ltd 660.49%0.79%1.12%Q4 2021Q1 20236
CENTAURUS FINANCIAL, INC. 310.00%0.02%0.05%Q2 2018Q3 20236
Blue Trust, Inc. 660.00%0.00%0.01%Q2 2022Q3 20236
INTREPID CAPITAL MANAGEMENT INC /DE/ 661.53%1.80%2.23%Q2 2013Q3 20146
COOKSON PEIRCE & CO INC 661.40%2.77%3.29%Q2 2019Q3 20206
Leverage Partners Absolute Return Fund SPC 661.53%1.76%2.39%Q4 2020Q1 20226
FIRST MIDWEST BANK TRUST DIVISION 660.18%0.25%0.32%Q2 2013Q3 20146
VAN ECK ASSOCIATES CORP 660.01%0.03%0.04%Q2 2022Q3 20236
HOLLENCREST CAPITAL MANAGEMENT 420.00%0.02%0.04%Q1 2014Q1 20236
BlueSpruce Investments, LP 510.12%4.31%6.39%Q4 2015Q3 20186
Van Hulzen Asset Management, LLC 660.04%0.06%0.08%Q3 2018Q4 20196
Polar Capital LLP 660.03%0.03%0.04%Q2 2016Q3 20176
Red Wave Investments LLC 660.08%0.09%0.11%Q2 2021Q3 20226
MIROVA 420.01%0.10%0.33%Q4 2019Q4 20226
Sterling Investment Advisors, Ltd. 660.00%0.01%0.01%Q1 2021Q2 20226
Natixis Investment Managers International 220.00%0.04%0.11%Q1 2017Q2 20226
Lion Street Advisors, LLC 410.08%0.11%0.13%Q3 2021Q2 20236
AMICA MUTUAL INSURANCE CO 660.12%0.24%0.31%Q3 2019Q4 20206
SEI TRUST CO 660.01%0.04%0.07%Q2 2013Q3 20146
COUNTRY TRUST BANK 510.00%0.00%0.00%Q3 2015Q3 20226
Great Lakes Retirement, Inc. 420.11%0.16%0.33%Q4 2019Q3 20236
Amica Retiree Medical Trust 660.12%0.22%0.28%Q3 2019Q4 20206
THOMPSON SIEGEL & WALMSLEY LLC 410.00%0.01%0.02%Q4 2015Q3 20236
AXS Investments LLC 660.30%0.35%0.40%Q2 2022Q3 20236
WALL STREET ASSOCIATES 420.03%0.07%0.20%Q1 2014Q4 20166
Brookstone Capital Management 420.00%0.00%0.01%Q2 2015Q1 20226
SUMMITRY LLC 420.01%1.60%2.71%Q4 2021Q3 20236
CWA Asset Management Group, LLC 310.03%0.12%0.56%Q4 2015Q3 20236
CREATIVE FINANCIAL DESIGNS INC /ADV 660.00%0.00%0.00%Q2 2022Q3 20236
MACRO Consulting Group 660.18%0.20%0.22%Q1 2020Q2 20216
Elite Wealth Management, Inc. 660.01%0.02%0.02%Q2 2013Q3 20146
Arkadios Wealth Advisors 660.00%0.01%0.02%Q2 2020Q3 20216
CQS (US), LLC 660.30%0.66%1.49%Q4 2019Q1 20216
Timber Hill LLC 310.00%0.00%0.01%Q3 2013Q1 20176
America First Investment Advisors, LLC 660.03%0.03%0.03%Q2 2013Q3 20146
MUNDER CAPITAL MANAGEMENT 660.00%0.00%0.00%Q2 2013Q3 20146
JOHN G ULLMAN & ASSOCIATES INC 330.24%0.48%0.67%Q1 2022Q3 20236
Southpoint Capital Advisors LP 662.89%5.12%7.14%Q2 2013Q3 20146
1919 Investment Counsel, LLC 660.00%0.00%0.00%Q2 2013Q3 20146
Amici Capital, LLC 660.03%0.04%0.06%Q3 2014Q4 20156
HANCOCK WHITNEY CORP 310.01%0.03%0.11%Q3 2015Q4 20216
Corbenic Partners LLC 660.00%0.00%0.01%Q1 2021Q2 20226
JANICZEK WEALTH MANAGEMENT, LLC 660.00%0.00%0.00%Q3 2021Q4 20226
ALPHA WINDWARD LLC 220.00%0.00%0.00%Q2 2013Q3 20166
KSA CAPITAL MANAGEMENT, LLC 310.36%4.88%8.95%Q3 2015Q3 20176
Geller Advisors LLC 330.03%0.05%0.07%Q3 2021Q3 20236
Hirtle Callaghan & Co LLC 660.02%0.03%0.05%Q3 2013Q4 20146
Delta Investment Management, LLC 660.20%0.32%0.53%Q2 2022Q3 20236
Syntal Capital Partners, LLC 310.09%0.47%0.71%Q3 2014Q3 20185
Whetstone Capital Advisors, LLC 550.55%0.63%0.76%Q1 2020Q1 20215
EverPoint Asset Management, LLC 210.02%0.46%1.40%Q1 2015Q4 20165
Cavalier Investments, LLC 550.22%0.25%0.31%Q4 2021Q4 20225
Highland Private Wealth Management 550.03%0.05%0.11%Q2 2021Q2 20225
Venturi Wealth Management, LLC 320.00%0.04%0.12%Q2 2020Q3 20235
Vantage Investment Advisors, LLC 310.00%0.00%0.01%Q1 2015Q3 20185
Kaizen Advisory, LLC 550.01%0.03%0.04%Q4 2017Q4 20185
Parkwood LLC 410.02%0.08%0.10%Q4 2013Q2 20155
Junto Capital Management LP 210.24%1.62%2.77%Q4 2015Q3 20235
Delphi Private Advisors LLC 550.00%0.00%0.00%Q4 2015Q4 20165
BlueMar Capital Management, LLC 310.48%1.52%2.49%Q1 2016Q4 20225
PARTNERS CAPITAL INVESTMENT GROUP, LLP 320.01%0.05%0.12%Q1 2021Q3 20235
ADVANTAGE INVESTMENT MANAGEMENT, LLC 550.02%0.02%0.03%Q2 2015Q2 20165
RITHOLTZ WEALTH MANAGEMENT 320.02%0.12%0.29%Q2 2022Q3 20235
Arlington Value Capital 550.80%2.04%2.99%Q1 2016Q1 20175
BFSG, LLC 320.11%0.15%0.20%Q1 2018Q4 20195
CLARK ESTATES INC/NY 550.11%0.29%0.59%Q1 2016Q1 20175
Kemnay Advisory Services Inc. 550.08%0.24%0.55%Q3 2019Q3 20205
BBT Capital Management, LLC 320.29%0.83%1.37%Q4 2015Q2 20185
SeaCrest Wealth Management, LLC 410.00%0.00%0.00%Q2 2018Q2 20225
Relaxing Retirement Coach 410.11%0.12%0.12%Q4 2021Q2 20235
PICTON MAHONEY ASSET MANAGEMENT 550.17%0.36%0.70%Q3 2022Q3 20235
Wechter Feldman Wealth Management, Inc. 550.15%0.22%0.31%Q2 2020Q2 20215
Bedel Financial Consulting, Inc. 550.02%0.02%0.02%Q1 2021Q1 20225
Edmond de Rothschild (Europe) 550.33%0.51%0.94%Q3 2015Q3 20165
Alta Advisers Ltd 550.08%0.09%0.10%Q3 2022Q3 20235
Wilmington Funds Management Corp 550.03%0.04%0.06%Q2 2013Q2 20145
CNB Bank 410.00%0.00%0.01%Q1 2019Q2 20205
ISLAY CAPITAL MANAGEMENT, LLC 550.12%0.33%0.60%Q3 2022Q3 20235
Pathway Financial Advisors LLC 210.07%0.08%0.09%Q4 2019Q2 20235
Sompo Asset Management Co., Ltd. 550.06%0.11%0.16%Q3 2019Q3 20205
AIGEN INVESTMENT MANAGEMENT, LP 550.04%0.13%0.19%Q4 2020Q4 20215
Machina Capital S.A.S. 210.08%0.64%1.49%Q4 2018Q3 20235
INHERENT GROUP, LP 550.06%0.46%1.28%Q1 2021Q1 20225
Oak Thistle LLC 310.13%0.36%0.62%Q4 2021Q3 20235
AIA Investment Management Private Ltd 550.01%0.02%0.02%Q3 2019Q3 20205
Black Diamond Financial, LLC 550.21%0.22%0.24%Q1 2019Q1 20205
Quantinno Capital Management LP 550.04%0.05%0.06%Q3 2022Q3 20235
TOWNSQUARE CAPITAL LLC 410.01%0.01%0.02%Q2 2019Q3 20235
Kore Private Wealth LLC 320.01%0.01%0.02%Q4 2018Q2 20205
Homrich & Berg 410.02%0.02%0.02%Q2 2016Q3 20215
Transamerica Financial Advisors, Inc. 310.00%0.04%0.07%Q2 2018Q3 20235
Sierra Capital LLC 550.00%0.00%0.00%Q4 2021Q4 20225
Origin Asset Management LLP 551.42%1.66%1.77%Q4 2014Q4 20155
General Partner, Inc. 551.54%1.65%1.76%Q4 2022Q4 20235
GRIES FINANCIAL LLC 550.13%0.15%0.19%Q1 2021Q1 20225
Stokes Family Office, LLC 410.03%0.04%0.04%Q1 2022Q3 20235
Texas Capital Bank Wealth Management Services Inc 410.02%0.02%0.03%Q1 2022Q2 20235
RiverFront Investment Group, LLC 550.70%0.79%0.95%Q1 2011Q1 20125
MADDEN SECURITIES Corp 410.04%0.31%0.43%Q3 2020Q4 20225
Eudaimonia Partners, LLC 550.02%0.03%0.04%Q1 2020Q1 20215
Archon Partners LLC 410.10%0.84%1.25%Q2 2013Q4 20205
XXEC, Inc. 554.13%5.35%6.18%Q3 2022Q3 20235
Legato Capital Management LLC 410.24%0.27%0.32%Q2 2020Q3 20235
IronBridge Private Wealth, LLC 550.01%0.01%0.01%Q4 2020Q4 20215
Bancreek Capital Management, LP 553.10%3.42%3.80%Q4 2021Q4 20225
DARK FOREST CAPITAL MANAGEMENT LP 310.00%0.01%0.04%Q3 2021Q2 20235
Capitolis Advisors LLC 550.00%0.22%0.57%Q4 2020Q4 20215
EMFO, LLC 550.01%0.01%0.01%Q2 2021Q2 20225
NFJ INVESTMENT GROUP, LLC 550.03%0.06%0.09%Q1 2021Q1 20225
Regency Capital Management Inc.\DE 410.34%1.32%1.63%Q1 2021Q3 20225
SELDON CAPITAL LP 550.03%0.03%0.04%Q4 2021Q4 20225
JTC Employer Solutions Trustee Ltd 550.02%0.02%0.03%Q3 2022Q3 20235
Delos Wealth Advisors, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Strong Tower Advisory Services 551.26%1.57%1.92%Q3 2021Q3 20225
MONARCH CAPITAL MANAGEMENT INC/ 410.05%0.06%0.06%Q2 2021Q2 20235
Balboa Wealth Partners 550.10%0.23%0.49%Q3 2022Q3 20235
GARDNER LEWIS ASSET MANAGEMENT L P 210.08%0.31%0.48%Q2 2016Q3 20235
DRIVE WEALTH MANAGEMENT, LLC 550.19%0.41%0.75%Q1 2022Q1 20235
Aquamarine Zurich AG 553.99%4.20%4.48%Q3 2022Q3 20235
ADVISOR PARTNERS II, LLC 550.10%0.12%0.13%Q3 2022Q3 20235
Compass Wealth Management LLC 550.01%0.01%0.01%Q4 2022Q4 20235
WealthTrust-Arizona, LLC 550.00%0.00%0.00%Q4 2017Q4 20185
Wilmington Trust Investment Management, LLC 550.05%0.07%0.09%Q2 2013Q2 20145
Weiss Multi-Strategy Advisers LLC 410.01%0.12%0.57%Q2 2013Q4 20175
FIRST HORIZON CORP 410.01%0.02%0.02%Q2 2013Q2 20215
Campbell & CO Investment Adviser LLC 110.05%0.24%0.34%Q1 2018Q3 20235
Copper Rock Capital Partners, LLC 550.01%0.01%0.01%Q2 2013Q2 20145
Passport Capital, LLC 550.05%0.64%1.54%Q3 2014Q3 20155
Santa Fe Partners LLC 210.08%0.29%0.49%Q3 2013Q1 20155
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 410.04%0.04%0.04%Q2 2021Q2 20235
Texas Yale Capital Corp. 550.06%0.06%0.06%Q3 2022Q3 20235
Sterling Capital Management LLC 550.00%0.01%0.02%Q3 2018Q3 20195
FIRST HAWAIIAN BANK 320.00%0.01%0.02%Q3 2018Q3 20235
Placemark Investments, Inc. 310.00%0.01%0.01%Q2 2013Q4 20145
MILES CAPITAL, INC. 550.15%0.26%0.31%Q2 2015Q2 20165
EVERGREEN CAPITAL MANAGEMENT LLC 550.02%0.03%0.03%Q3 2022Q3 20235
CULLINAN ASSOCIATES INC 410.01%0.01%0.01%Q2 2021Q2 20235
Meiji Yasuda Life Insurance Co 210.01%0.05%0.08%Q2 2013Q3 20205
Itau Unibanco Holding S.A. 210.00%0.01%0.04%Q3 2016Q3 20225
VIKING GLOBAL INVESTORS LP 410.38%1.15%1.53%Q2 2013Q1 20215
BURKE & HERBERT BANK & TRUST CO 410.13%0.14%0.14%Q2 2021Q2 20235
SPOT TRADING L.L.C. 220.00%0.02%0.03%Q2 2017Q3 20175
WILMINGTON TRUST CO 550.01%0.01%0.01%Q2 2013Q2 20145
GW&K Investment Management, LLC 320.00%0.00%0.00%Q1 2022Q3 20235
American Beacon Advisors, Inc. 551.37%1.48%1.60%Q1 2017Q1 20185
Bruderman Asset Management, LLC 550.00%0.00%0.00%Q3 2015Q3 20165
Bison Wealth, LLC 550.09%0.12%0.14%Q3 2022Q3 20235
Sunbelt Securities, Inc. 320.00%0.06%0.14%Q3 2019Q3 20235
Sendero Wealth Management, LLC 550.16%0.44%0.63%Q3 2022Q3 20235
Gupta Wealth Management LLC 550.00%0.00%0.00%Q1 2015Q1 20165
Park Avenue Institutional Advisers LLC 550.09%0.10%0.10%Q2 2015Q2 20165
FINANCIAL CONSULATE, INC 310.07%0.10%0.14%Q2 2021Q1 20235
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 550.24%0.59%1.06%Q3 2015Q3 20165
Stratos Wealth Partners, LTD. 210.00%0.01%0.01%Q4 2017Q3 20235
Burt Wealth Advisors 320.00%0.01%0.02%Q3 2015Q4 20205
BlueCrest Capital Management Ltd 310.01%0.10%0.35%Q4 2015Q4 20195
TIVERTON ASSET MANAGEMENT LLC 220.01%0.01%0.02%Q4 2017Q3 20194
TAP Consulting, LLC 440.06%0.06%0.07%Q2 2021Q1 20224
Artemis Investment Management LLP 220.05%0.55%1.19%Q4 2021Q3 20234
Highstreet Asset Management Inc. 440.22%0.30%0.37%Q2 2016Q1 20174
PATTON FUND MANAGEMENT, INC. 440.30%0.46%0.69%Q4 2021Q3 20224
Procyon Advisors, LLC 310.00%0.01%0.03%Q4 2019Q3 20234
Colonial Trust Advisors 440.00%0.00%0.00%Q4 2022Q3 20234
AGF MANAGEMENT LTD 440.23%0.27%0.32%Q4 2022Q3 20234
Surevest, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
Cercano Management LLC 441.91%1.99%2.08%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.03%0.04%0.04%Q4 2022Q3 20234
INVICTUS PRIVATE WEALTH, LLC 440.03%0.04%0.04%Q4 2022Q3 20234
Capital Group Investment Management Pte. Ltd. 440.09%0.10%0.12%Q4 2022Q3 20234
Capula Management Ltd 110.00%0.07%0.21%Q2 2020Q2 20234
Capital Investment Advisory Services, LLC 440.00%0.01%0.01%Q4 2018Q3 20194
Spectrum Management Group, LLC 440.00%0.00%0.00%Q2 2014Q1 20154
Price Wealth, LLC 220.00%0.26%0.61%Q1 2018Q3 20204
Johnson Financial Group, Inc. 210.00%0.00%0.01%Q4 2020Q3 20224
ADAMS DIVERSIFIED EQUITY FUND, INC. 440.37%0.92%1.18%Q2 2021Q1 20224
Corient Private Wealth LLC 440.02%0.02%0.02%Q4 2022Q3 20234
NorthRock Partners, LLC 440.02%0.03%0.03%Q4 2022Q3 20234
Standard Family Office LLC 310.00%0.00%0.00%Q4 2020Q3 20224
BRISTOL JOHN W & CO INC /NY/ 441.23%1.28%1.32%Q4 2022Q3 20234
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (LUXEMBOURG) 440.03%0.04%0.05%Q4 2015Q3 20164
Winton Capital Management Ltd 440.22%0.35%0.43%Q2 2013Q1 20144
MONEY CONCEPTS CAPITAL CORP 440.00%0.00%0.00%Q1 2022Q4 20224
Summit Trail Advisors, LLC 220.01%0.03%0.04%Q4 2017Q3 20234
PEOPLES FINANCIAL SERVICES CORP. 440.01%0.01%0.01%Q2 2015Q1 20164
Cetera Advisors LLC 440.02%0.02%0.02%Q4 2022Q3 20234
FourThought Financial Partners, LLC 440.03%0.03%0.03%Q4 2022Q3 20234
Creative Capital Management Investments LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Wedmont Private Capital 440.04%0.04%0.05%Q4 2022Q3 20234
OCCUDO QUANTITATIVE STRATEGIES LP 310.06%0.23%0.38%Q1 2021Q4 20224
Odey Asset Management Group Ltd 440.09%0.12%0.18%Q4 2014Q3 20154
Railway Pension Investments Ltd 440.06%0.06%0.07%Q4 2019Q3 20204
Centerline Investment Partners, LP 442.88%4.48%5.94%Q4 2013Q3 20144
Quarry LP 440.00%0.01%0.01%Q4 2022Q3 20234
PineStone Asset Management Inc. 446.55%6.96%7.38%Q4 2022Q3 20234
NVWM, LLC 440.15%0.24%0.27%Q4 2021Q3 20224
TriaGen Wealth Management LLC 440.81%1.03%1.45%Q1 2021Q4 20214
MQS Management LLC 210.22%0.26%0.31%Q2 2022Q3 20234
High Ground Investment Management LLP 447.82%9.53%11.96%Q4 2022Q3 20234
Summit Global Investments 440.04%0.43%0.85%Q2 2018Q1 20194
Headlands Technologies LLC 440.05%0.08%0.14%Q4 2022Q3 20234
Brandywine Global Investment Management, LLC 440.00%0.00%0.00%Q2 2014Q1 20154
Castellan Group 440.61%0.84%1.26%Q4 2020Q3 20214
ST GERMAIN D J CO INC 310.00%0.00%0.01%Q4 2022Q4 20234
Socorro Asset Management LP 442.56%2.68%2.82%Q4 2020Q3 20214
JB Capital LLC 440.03%0.04%0.05%Q3 2021Q2 20224
SYSTM Wealth Solutions LLC 440.20%0.24%0.28%Q4 2022Q3 20234
Holocene Advisors, LP 210.27%0.45%0.60%Q1 2018Q1 20204
BSW Wealth Partners 440.05%0.05%0.06%Q4 2022Q3 20234
Roberts Capital Advisors, LLC 440.82%0.84%0.87%Q4 2021Q3 20224
B. Metzler seel. Sohn & Co. Holding AG 440.04%0.08%0.13%Q4 2020Q3 20214
Hudson Bay Capital Management LP 310.02%0.12%0.38%Q3 2019Q2 20234
Busey Bank 310.01%0.01%0.01%Q4 2021Q2 20234
Trifecta Capital Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Circle Wealth Management, LLC 440.01%0.05%0.06%Q4 2022Q3 20234
Meeder Advisory Services, Inc. 440.09%0.10%0.12%Q4 2022Q3 20234
Mount Lucas Management LP 440.25%0.35%0.40%Q1 2018Q4 20184
DoubleLine ETF Adviser LP 440.27%0.29%0.32%Q4 2022Q3 20234
PGIM Custom Harvest LLC 440.00%0.01%0.02%Q4 2020Q3 20214
Steel Canyon Capital, LLC 441.27%3.18%5.49%Q1 2020Q4 20204
WestEnd Advisors, LLC 440.00%0.00%0.00%Q2 2021Q1 20224
Park Edge Advisors, LLC 440.15%0.15%0.16%Q4 2022Q3 20234
LBP AM SA 440.04%0.11%0.19%Q4 2022Q3 20234
BAROMETER CAPITAL MANAGEMENT INC. 440.58%1.05%1.73%Q4 2019Q3 20204
Enhancing Capital LLC 440.61%0.71%0.85%Q4 2021Q3 20224
SAYBROOK CAPITAL /NC 220.06%0.06%0.07%Q4 2021Q3 20234
Crestmont Private Wealth LLC 440.17%0.19%0.23%Q4 2022Q3 20234
Tilt Investment Management Holdings, PBC 440.17%0.18%0.19%Q4 2022Q3 20234
Legacy Capital Wealth Partners, LLC 210.11%0.12%0.13%Q4 2020Q3 20234
F&C Asset Management plc 440.01%0.01%0.02%Q2 2013Q1 20144
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 440.00%0.00%0.01%Q2 2013Q1 20144
Linden Thomas Advisory Services, LLC 440.09%0.15%0.18%Q4 2022Q3 20234
Fulcrum Asset Management LLP 440.16%0.20%0.27%Q1 2021Q4 20214
Echinus Advisors, LLC 444.93%12.15%17.61%Q4 2016Q3 20174
LWM Advisory Services, LLC 440.36%0.41%0.47%Q4 2021Q3 20224
Trium Capital LLP 440.09%1.22%1.83%Q4 2022Q3 20234
TRUST & FIDUCIARY MANAGEMENT SERVICES INC 440.01%0.01%0.02%Q2 2013Q1 20144
SIGNET FINANCIAL MANAGEMENT, LLC 310.00%0.01%0.02%Q1 2018Q4 20214
Chicago Capital, LLC 440.02%0.13%0.42%Q1 2018Q4 20184
Brookfield Asset Management 440.01%0.02%0.02%Q3 2022Q2 20234
Syntegra Private Wealth Group, LLC 440.34%0.36%0.38%Q4 2022Q3 20234
Visium Asset Management, LP 210.01%0.01%0.02%Q2 2013Q3 20144
Ameritas Investment Company, LLC 110.01%0.01%0.02%Q1 2019Q1 20214
BOK Financial Private Wealth, Inc. 440.02%0.02%0.03%Q2 2021Q1 20224
Curi Wealth Management, LLC 310.00%0.00%0.00%Q4 2020Q2 20224
Dorsey Wright & Associates 220.06%0.23%0.59%Q3 2014Q3 20184
1ST SOURCE BANK 210.01%0.05%0.12%Q2 2015Q4 20214
ANGLEPOINT ASSET MANAGEMENT, LTD. 441.54%3.34%4.36%Q1 2020Q4 20204
Li Winifred I 440.52%0.68%0.77%Q1 2014Q4 20144
MIRABELLA FINANCIAL SERVICES LLP 110.03%0.25%0.55%Q1 2021Q2 20234
IMPAX ASSET MANAGEMENT LLC 440.01%0.02%0.02%Q3 2017Q2 20184
Freestone Capital Holdings, LLC 220.00%0.01%0.02%Q3 2020Q1 20224
MONECO Advisors, LLC 440.47%0.52%0.59%Q1 2019Q4 20194
TWIN CAPITAL MANAGEMENT INC 310.10%0.11%0.12%Q2 2016Q1 20214
Quintet Private Bank (Europe) S.A. 310.03%0.19%0.27%Q2 2022Q3 20234
GROUP ONE TRADING, L.P. 110.00%0.00%0.00%Q4 2020Q3 20234
MARSICO CAPITAL MANAGEMENT LLC 310.14%0.36%0.98%Q2 2013Q4 20204
Windmill Hill Asset Management Ltd 441.01%1.14%1.38%Q4 2022Q3 20234
SILVIA MCCOLL WEALTH MANAGEMENT, LLC 440.20%0.23%0.24%Q4 2022Q3 20234
Waverly Advisors, LLC 440.05%0.12%0.14%Q1 2017Q4 20174
FDO Partners, LLC 210.14%0.42%0.54%Q4 2015Q2 20174
Sound Income Strategies, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Price Capital Management, Inc. 310.02%0.29%0.64%Q1 2015Q4 20194
HBK INVESTMENTS L P 110.00%0.01%0.02%Q3 2013Q2 20234
Farther Finance Advisors, LLC 440.02%0.03%0.05%Q4 2022Q3 20234
Auto-Owners Insurance Co 440.01%0.01%0.01%Q4 2022Q3 20234
DRW Securities, LLC 210.01%0.02%0.04%Q4 2017Q3 20234
Psagot Value Holdings Ltd. / (Israel) 440.03%0.04%0.04%Q4 2021Q3 20224
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 310.03%0.04%0.06%Q4 2016Q1 20194
Ascent Group, LLC 220.03%0.03%0.05%Q1 2022Q1 20234
Applied Capital LLC/FL 441.76%1.91%2.06%Q4 2022Q3 20234
Eton Park Capital Management, L.P. 441.16%2.48%3.12%Q2 2013Q1 20144
Bares Capital Management 445.02%6.12%6.62%Q4 2015Q3 20164
SeaTown Holdings Pte. Ltd. 110.14%1.13%2.07%Q3 2018Q4 20224
Wildcat Capital Management, LLC 443.40%5.43%7.57%Q4 2022Q3 20234
BB&T INVESTMENT SERVICES, INC. 440.00%0.00%0.01%Q1 2017Q4 20174
M&G INVESTMENT MANAGEMENT LTD 210.01%0.07%0.17%Q2 2020Q3 20214
Empower Advisory Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Gitterman Wealth Management, LLC 110.13%0.14%0.17%Q1 2021Q2 20233
Alpine Global Management, LLC 110.03%0.35%0.94%Q4 2014Q2 20233
Gryphon Financial Partners LLC 330.01%0.01%0.01%Q4 2017Q2 20183
Orbitronix, LP 330.26%0.26%0.26%Q2 2013Q4 20133
Thor Advisors, LLC 110.12%0.71%1.05%Q1 2019Q1 20203
Maven Securities LTD 110.01%0.01%0.02%Q3 2021Q3 20233
United Asset Strategies, Inc. 210.05%0.05%0.05%Q2 2018Q2 20193
Clarus Wealth Advisors 330.15%0.17%0.19%Q1 2018Q3 20183
Virginia National Bank 336.72%8.45%11.21%Q1 2022Q3 20223
Three Peaks Capital Management, LLC 330.26%0.52%0.70%Q1 2018Q3 20183
Resolute Advisors LLC 330.00%0.00%0.00%Q1 2021Q3 20213
MARINO, STRAM & ASSOCIATES LLC 210.00%0.03%0.07%Q4 2018Q2 20213
Pinkerton Retirement Specialists, LLC 330.09%0.09%0.10%Q2 2016Q4 20163
WEALTHCARE CAPITAL MANAGEMENT LLC 210.00%0.00%0.00%Q4 2019Q1 20213
LVW Advisors, LLC 210.04%0.04%0.04%Q3 2021Q3 20233
Aldebaran Financial Inc. 210.13%0.14%0.15%Q2 2018Q1 20193
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 330.29%0.35%0.41%Q4 2017Q2 20183
Banco BTG Pactual S.A. 110.06%0.10%0.16%Q4 2019Q3 20233
FORVIS Wealth Advisors, LLC 330.01%0.01%0.02%Q2 2020Q4 20203
PA Capital LLC 330.16%0.17%0.19%Q1 2020Q3 20203
Lourd Capital, LLC 210.02%0.02%0.02%Q4 2017Q4 20183
FIRST CITIZENS BANK & TRUST CO 330.04%0.26%0.50%Q2 2013Q4 20133
Otter Creek Advisors, LLC 211.02%1.55%1.95%Q4 2016Q4 20173
PICTET BANK & TRUST Ltd 210.08%0.09%0.11%Q4 2013Q3 20153
Icon Wealth Partners, LLC 110.00%0.00%0.00%Q4 2017Q1 20193
Centerpoint Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Avitas Wealth Management LLC 330.15%0.16%0.16%Q1 2023Q3 20233
HIGHBRIDGE CAPITAL MANAGEMENT LLC 210.00%0.02%0.04%Q2 2013Q1 20163
Integrated Wealth Concepts LLC 330.00%0.01%0.01%Q1 2023Q3 20233
SHERBROOKE PARK ADVISERS LLC 330.11%0.28%0.56%Q1 2023Q3 20233
QUANTRES ASSET MANAGEMENT Ltd 110.13%0.20%0.30%Q4 2016Q3 20183
IHT Wealth Management, LLC 210.00%0.01%0.01%Q4 2016Q1 20183
Atom Investors LP 330.02%0.03%0.04%Q1 2020Q3 20203
Strategic Asset Management, LLC 330.01%0.02%0.03%Q1 2022Q3 20223
Rail-Splitter Capital Management, LLC 332.72%2.85%3.04%Q2 2013Q4 20133
United American Securities Inc. (d/b/a UAS Asset Management) 330.30%0.33%0.38%Q2 2022Q4 20223
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. 330.00%0.00%0.00%Q2 2017Q4 20173
Invictus RG 110.02%0.19%0.36%Q4 2015Q3 20173
Smith Group Asset Management, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
CYNOSURE ADVISORS, LLC 330.10%0.11%0.13%Q4 2017Q2 20183
Cordatus Wealth Management LLC 332.23%2.34%2.43%Q2 2019Q4 20193
TOBAM 210.00%0.01%0.01%Q2 2022Q3 20233
Voleon Capital Management LP 330.09%0.43%0.81%Q2 2019Q4 20193
Financial Enhancement Group LLC 330.00%0.00%0.00%Q1 2022Q3 20223
OLD MISSION CAPITAL LLC 110.02%0.08%0.15%Q1 2020Q2 20233
CoreCap Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20223
Accel Wealth Management 330.00%0.00%0.00%Q4 2021Q2 20223
White Knight Strategic Wealth Advisors, LLC 210.26%0.27%0.28%Q4 2021Q4 20223
MONTRUSCO BOLTON INVESTMENTS INC. 330.59%0.63%0.67%Q2 2013Q4 20133
Premier Fund Managers Ltd 330.22%0.41%0.54%Q2 2020Q4 20203
Steward Financial Group LLC 210.00%0.00%0.01%Q2 2022Q3 20233
OLIVER LAGORE VANVALIN INVESTMENT GROUP 210.00%0.00%0.00%Q2 2022Q3 20233
Bogart Wealth, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 330.00%0.01%0.01%Q1 2018Q3 20183
JOYN Advisors, Inc. 330.00%0.00%0.01%Q2 2018Q4 20183
Virtus ETF Advisers LLC 210.00%0.08%0.23%Q4 2019Q2 20223
PRIMECAP MANAGEMENT CO/CA/ 330.00%0.01%0.02%Q1 2018Q3 20183
ARCADIA INVESTMENT MANAGEMENT CORP/MI 330.07%0.07%0.08%Q2 2013Q4 20133
EPG Wealth Management LLC 210.02%0.06%0.13%Q4 2019Q4 20203
OSTRUM ASSET MANAGEMENT 330.20%0.26%0.29%Q1 2023Q3 20233
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 330.14%0.15%0.17%Q1 2023Q3 20233
GoalVest Advisory LLC 330.01%0.02%0.03%Q2 2023Q4 20233
Hikari Power Ltd 331.62%1.67%1.76%Q1 2023Q3 20233
Oak Harvest Investment Services 330.08%0.13%0.16%Q3 2022Q1 20233
Interval Partners, LP 110.08%0.10%0.12%Q4 2021Q3 20233
Cornerstone Planning Group LLC 210.30%0.32%0.34%Q4 2022Q3 20233
Resurgent Financial Advisors LLC 210.01%0.15%0.23%Q4 2022Q3 20233
BURNEY CO/ 330.02%0.02%0.02%Q3 2013Q1 20143
Graham Capital Management, L.P. 330.02%0.05%0.08%Q1 2023Q3 20233
TWINBEECH CAPITAL LP 110.24%0.27%0.30%Q3 2021Q3 20233
Avalon Trust Co 330.01%0.01%0.01%Q1 2023Q3 20233
GLG INC. 330.03%0.03%0.04%Q2 2013Q4 20133
Empirical Asset Management, LLC 110.26%0.44%0.56%Q2 2022Q3 20233
Elkhorn Investments, LLC 210.77%0.91%1.00%Q4 2016Q4 20173
Aquatic Capital Management LLC 110.22%0.26%0.34%Q4 2021Q1 20233
DFPG INVESTMENTS, LLC 330.22%0.52%0.69%Q4 2018Q2 20193
Engrave Wealth Partners LLC 330.00%0.01%0.01%Q4 2019Q2 20203
IAG Wealth Partners, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
V-Square Quantitative Management LLC 330.28%0.35%0.41%Q1 2023Q3 20233
ESSEX INVESTMENT MANAGEMENT CO LLC 210.00%0.09%0.16%Q4 2018Q2 20233
BAINCO INTERNATIONAL INVESTORS 110.00%0.02%0.03%Q3 2018Q4 20203
Odey Holdings AG 331.24%2.50%4.45%Q1 2015Q3 20153
Bray Capital Advisors 330.14%0.17%0.20%Q1 2016Q3 20163
Perpetual Ltd 330.00%0.00%0.00%Q1 2023Q3 20233
Hatteras Alternative Mutual Funds, LLC 330.61%0.81%1.00%Q2 2013Q4 20133
Tradition Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Willingdon Wealth Management 210.01%0.42%1.25%Q4 2015Q4 20183
INTACT INVESTMENT MANAGEMENT INC. 330.01%0.01%0.02%Q3 2020Q1 20213
TIFF ADVISORY SERVICES, LLC 210.14%2.80%8.10%Q2 2013Q2 20203
Bishop Rock Capital, L.P. 210.76%0.88%1.05%Q2 2018Q4 20203
FormulaFolio Investments, LLC 330.00%0.00%0.01%Q4 2020Q2 20213
PDS Planning, Inc 330.03%0.04%0.04%Q1 2023Q3 20233
Vinva Investment Management Ltd 330.14%0.14%0.15%Q1 2023Q3 20233
Independent Advisor Alliance 330.03%0.04%0.04%Q1 2023Q3 20233
NatWest Group plc 330.03%0.04%0.04%Q2 2013Q4 20133
CARY STREET PARTNERS ASSET MANAGEMENT LLC 330.01%0.01%0.01%Q3 2022Q1 20233
Man Investments Ltd 330.07%0.17%0.31%Q2 2013Q4 20133
Cerebellum GP, LLC 210.02%0.14%0.30%Q3 2018Q4 20193
Kepos Capital LP 330.14%0.27%0.35%Q4 2017Q2 20183
Stonebridge Capital Advisors LLC 330.00%0.00%0.00%Q3 2022Q1 20233
QCM Cayman, Ltd. 210.09%0.27%0.45%Q2 2016Q3 20203
DEERE & CO 330.04%0.05%0.05%Q1 2016Q3 20163
Omnia Family Wealth, LLC 330.00%0.00%0.00%Q4 2016Q2 20173
Fidelis Capital Partners, LLC 330.10%0.10%0.11%Q1 2023Q3 20233
TOEWS CORP /ADV 210.06%0.14%0.28%Q1 2018Q3 20213
Ellis Investment Partners, LLC 330.00%0.00%0.00%Q3 2019Q1 20203
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 330.06%0.08%0.09%Q1 2023Q3 20233
GENERAL MOTORS INVESTMENT MANAGEMENT CORP 330.02%0.02%0.02%Q2 2014Q4 20143
Pine Valley Investments Ltd Liability Co 330.16%0.16%0.17%Q1 2023Q3 20233
FLPUTNAM INVESTMENT MANAGEMENT CO 210.01%0.01%0.01%Q4 2021Q3 20233
Capital Directions Investment Advisors, LLC 330.01%0.01%0.02%Q3 2019Q1 20203
Financial Gravity Companies, Inc. 210.02%0.07%0.10%Q4 2017Q4 20183
MENTA CAPITAL LLC 210.02%0.04%0.08%Q4 2016Q3 20173
McAdam, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Assured Investment Management LLC 210.01%0.02%0.04%Q1 2016Q1 20183
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 330.00%0.00%0.00%Q1 2021Q3 20213
FARR MILLER & WASHINGTON LLC/DC 330.02%0.02%0.02%Q1 2021Q3 20213
MD Financial Management Inc. 330.07%0.07%0.07%Q2 2021Q4 20213
GTS SECURITIES LLC 110.00%0.00%0.00%Q3 2023Q3 20233
Hosking & Co Ltd 330.14%0.35%0.46%Q4 2014Q2 20153
Segantii Capital Management Ltd 210.09%1.06%2.99%Q3 2017Q1 20223
Prospera Financial Services Inc 110.00%0.12%0.37%Q4 2019Q1 20223
NewSquare Capital LLC 330.00%0.00%0.00%Q1 2023Q3 20233
SAC Capital Advisors LP 210.00%0.00%0.01%Q2 2013Q1 20143
55I, LLC 110.01%0.01%0.02%Q3 2020Q3 20222
Glass Jacobson Investment Advisors llc 220.00%0.00%0.00%Q2 2023Q3 20232
SRB CORP 220.06%0.08%0.11%Q4 2020Q1 20212
Park Place Capital Corp 220.00%0.00%0.00%Q2 2023Q3 20232
West Tower Group, LLC 220.01%0.04%0.07%Q2 2023Q3 20232
Milestone Investment Advisors LLC 110.02%0.02%0.02%Q1 2023Q3 20232
iA Global Asset Management Inc. 220.08%0.08%0.08%Q2 2023Q3 20232
Values Added Financial LLC 220.24%0.25%0.25%Q2 2023Q3 20232
Cornerstone Wealth Group, LLC 220.05%0.06%0.06%Q2 2020Q3 20202
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2021Q3 20222
CM WEALTH ADVISORS LLC 220.10%0.29%0.49%Q1 2023Q2 20232
UniSuper Management Pty Ltd 220.15%0.15%0.15%Q2 2023Q3 20232
INVESCO, LLC 220.14%0.15%0.16%Q2 2023Q3 20232
Alpha Paradigm Partners, LLC 220.08%0.10%0.12%Q4 2020Q1 20212
Gillson Capital LP 220.89%1.87%2.85%Q1 2023Q2 20232
ADVISORY RESEARCH INC 110.00%0.00%0.00%Q1 2014Q3 20162
IFC Holdings Incorporated/FL 220.01%0.01%0.02%Q3 2017Q4 20172
First Capital Advisors Group, LLC. 110.00%0.06%0.13%Q1 2018Q2 20232
PFS Partners, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Julex Capital Management, LLC 110.01%0.01%0.01%Q4 2018Q2 20192
TradeLink Global Equity LLC 110.03%0.03%0.03%Q2 2013Q2 20142
Marquette Asset Management, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Lee Financial Co 220.00%0.00%0.00%Q3 2022Q4 20222
BANK OF HAWAII 220.04%0.04%0.05%Q2 2013Q3 20132
Almanack Investment Partners, LLC. 220.00%0.02%0.03%Q2 2022Q3 20222
Phoenix Holdings Ltd. 220.01%0.01%0.01%Q3 2020Q4 20202
CHOREO, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Emerald Acquisition Ltd. 220.26%0.27%0.28%Q2 2016Q3 20162
Enlightenment Research, LLC 110.07%0.23%0.39%Q4 2018Q4 20212
Allred Capital Management, LLC 110.01%0.01%0.02%Q4 2019Q1 20212
Tsai Capital Corp 221.43%1.45%1.48%Q2 2022Q3 20222
REILLY FINANCIAL ADVISORS, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Sage Mountain Advisors LLC 220.03%0.03%0.04%Q3 2021Q4 20212
Integrated Wealth Management 220.00%0.00%0.00%Q3 2015Q4 20152
Boussard & Gavaudan Asset Management LP 220.13%0.14%0.14%Q1 2014Q2 20142
Relative Value Partners Group, LLC 110.01%0.02%0.02%Q1 2022Q3 20232
ENGINE NO. 1 LLC 220.08%0.08%0.09%Q3 2021Q4 20212
Aris Wealth Services, Inc. 220.00%0.00%0.00%Q1 2015Q2 20152
Perkins Coie Trust Co 110.00%0.00%0.00%Q1 2020Q3 20232
BANK OF NOVA SCOTIA TRUST CO 110.00%0.00%0.00%Q3 2015Q3 20172
SevenBridge Financial Group, LLC 220.02%0.02%0.02%Q3 2016Q4 20162
MPS Loria Financial Planners, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Jane Street Holding, LLC 220.01%0.01%0.02%Q3 2013Q4 20132
Stuart Chaussee & Associates, Inc. 220.03%0.03%0.04%Q3 2020Q4 20202
Independent Portfolio Consultants, Inc. 220.00%0.00%0.00%Q4 2014Q1 20152
Polar Asset Management Partners Inc. 220.01%0.01%0.02%Q3 2021Q4 20212
Silicon Valley Capital Partners 220.00%0.00%0.00%Q2 2023Q3 20232
Morningstar Investment Management LLC 220.04%0.05%0.05%Q2 2023Q3 20232
Olympiad Research LP 220.16%0.23%0.31%Q4 2019Q1 20202
FRONTIER INVESTMENT MGMT CO 220.07%0.07%0.07%Q1 2020Q2 20202
DCM Advisors, LLC 220.18%0.20%0.22%Q3 2021Q4 20212
GraniteShares Advisors LLC 220.15%0.16%0.16%Q4 2021Q1 20222
Advisory Alpha, LLC 110.00%0.00%0.00%Q1 2019Q3 20192
Senator Investment Group LP 222.11%2.24%2.37%Q2 2020Q3 20202
GVO Asset Management Ltd 220.07%0.07%0.07%Q4 2016Q1 20172
Intrinsic Edge Capital Management LLC 220.06%0.17%0.28%Q1 2020Q2 20202
STABLEFORD CAPITAL II LLC 110.68%0.92%1.16%Q3 2018Q1 20202
MAPLELANE CAPITAL, LLC 110.32%0.33%0.34%Q4 2013Q3 20172
Meru Capital Group, LP 110.23%0.26%0.28%Q2 2013Q4 20132
BAIRD ROBERT W & CO INC /WI/ 220.00%0.01%0.01%Q4 2014Q1 20152
REYNOLDS CAPITAL MANAGEMENT LLC 110.16%0.19%0.22%Q2 2013Q3 20142
ALGERT GLOBAL LLC 220.10%0.16%0.21%Q3 2021Q4 20212
Covenant Multifamily Offices, LLC 220.04%0.04%0.04%Q2 2021Q3 20212
Milestone Resources Group Ltd 221.93%1.99%2.05%Q3 2018Q4 20182
B. Riley Wealth Management, Inc. 220.00%0.01%0.02%Q1 2022Q2 20222
Golden State Equity Partners 220.07%0.07%0.08%Q2 2023Q3 20232
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
APOGEM CAPITAL LLC 220.14%0.15%0.15%Q4 2020Q1 20212
TOMPKINS FINANCIAL CORP 220.00%0.00%0.00%Q3 2023Q4 20232
HUSSMAN STRATEGIC ADVISORS, INC. 220.69%0.83%0.97%Q2 2013Q3 20132
True Link Financial Advisors, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Alera Investment Advisors, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Avion Wealth 220.00%0.00%0.00%Q2 2023Q3 20232
Clearstead Trust, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
NEW CENTURY INVESTMENT MANAGEMENT, INC 221.59%1.61%1.64%Q2 2013Q3 20132
Relyea Zuckerberg Hanson LLC 220.05%0.06%0.06%Q2 2023Q3 20232
CQS Cayman LP 220.13%0.16%0.20%Q2 2019Q3 20192
MIDDLETON & CO INC/MA 110.02%0.02%0.02%Q2 2021Q4 20212
WEDBUSH SECURITIES INC 220.01%0.01%0.01%Q1 2021Q2 20212
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD 110.00%0.00%0.00%Q2 2013Q4 20132
CHILDRESS CAPITAL ADVISORS, LLC 110.03%0.05%0.07%Q4 2020Q3 20232
Hutchin Hill Capital, LP 110.05%0.07%0.08%Q4 2016Q4 20172
VESTOR CAPITAL, LLC 220.09%0.10%0.10%Q3 2016Q4 20162
NEW ENGLAND ASSET MANAGEMENT INC 220.01%0.01%0.01%Q2 2018Q3 20182
Kathmere Capital Management, LLC 220.03%0.04%0.04%Q4 2022Q1 20232
FIRST INTERSTATE BANK 220.00%0.00%0.00%Q3 2015Q4 20152
Wakefield Asset Management LLLP 220.01%0.73%1.46%Q3 2018Q4 20182
FULTON BREAKEFIELD BROENNIMAN LLC 220.04%0.04%0.05%Q1 2021Q2 20212
Sageworth Trust Co 220.01%0.01%0.01%Q2 2020Q3 20202
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 220.04%0.04%0.04%Q3 2021Q4 20212
RWA WEALTH PARTNERS, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
PRW Wealth Management LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Polianta Ltd 110.62%0.65%0.67%Q2 2020Q4 20202
Invictus RG Pte. Ltd. 220.01%0.02%0.02%Q2 2015Q3 20152
Gladius Capital Management LP 220.02%0.02%0.02%Q4 2021Q1 20222
Professional Financial Advisors, LLC 110.28%0.29%0.31%Q2 2020Q4 20202
Fortis Capital Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
ROCKSHELTER CAPITAL MANAGEMENT LLC 220.97%1.49%2.01%Q1 2020Q2 20202
PFG Private Wealth Management, LLC 220.05%0.05%0.05%Q3 2021Q4 20212
Independence Bank of Kentucky 220.00%0.00%0.00%Q2 2023Q3 20232
Wilmington Trust, National Association 220.01%0.01%0.01%Q1 2014Q2 20142
Solstein Capital, LLC 110.00%0.01%0.02%Q4 2019Q1 20212
MANA Advisors LLC 110.22%0.57%0.92%Q4 2017Q3 20192
PIN OAK INVESTMENT ADVISORS INC 220.01%0.04%0.06%Q2 2023Q3 20232
SENTINEL ASSET MANAGEMENT, INC. 220.01%0.01%0.01%Q2 2013Q3 20132
Prime Capital Investment Advisors, LLC 220.00%0.00%0.01%Q3 2019Q4 20192
Exos TFP Holdings LLC 220.01%0.03%0.05%Q4 2022Q1 20232
Crestline Management, LP 110.09%0.20%0.31%Q2 2017Q3 20232
Spearhead Capital Advisors, LLC 220.12%0.49%0.86%Q2 2022Q3 20222
Ground Swell Capital, LLC 220.04%0.04%0.06%Q2 2014Q3 20142
LFA - Lugano Financial Advisors SA 220.06%0.06%0.06%Q3 2018Q4 20182
BLS GLOBAL EQUITIES LLC 117.87%7.96%8.06%Q4 2015Q4 20162
LMR Master Fund Ltd 110.06%0.19%0.32%Q2 2013Q4 20132
Spartan Planning & Wealth Management 110.00%0.04%0.09%Q4 2022Q3 20232
Genus Capital Management Inc. 220.62%0.80%0.98%Q2 2023Q3 20232
WELD CAPITAL MANAGEMENT LLC 110.23%0.30%0.38%Q3 2019Q1 20212
GYL FINANCIAL SYNERGIES, LLC 220.07%0.09%0.11%Q4 2021Q1 20222
Heritage Trust Co 220.04%0.04%0.04%Q2 2023Q3 20232
TIGER MANAGEMENT L.L.C. 220.98%2.12%3.27%Q2 2013Q3 20132
MATHER GROUP, LLC. 220.01%0.01%0.01%Q2 2023Q3 20232
Mutual Advisors, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Dash Acquisitions Inc. 220.18%0.21%0.23%Q4 2020Q1 20212
ROTHSCHILD INVESTMENT LLC /IL 220.02%0.02%0.02%Q1 2017Q2 20172
Morningstar Investment Services LLC 220.00%0.00%0.00%Q2 2023Q3 20232
READYSTATE ASSET MANAGEMENT LP 110.03%0.03%0.03%Q1 2023Q1 20232
Capricorn Fund Managers Ltd 220.08%0.11%0.14%Q1 2022Q2 20222
JAT CAPITAL MANAGEMENT, L.P. 220.20%0.37%0.54%Q1 2014Q2 20142
Merit Financial Group, LLC 220.01%0.01%0.02%Q2 2023Q3 20232
Congress Wealth Management LLC / DE / 220.18%0.20%0.22%Q2 2023Q3 20232
ROOSEVELT INVESTMENT GROUP LLC 220.43%0.63%0.84%Q3 2016Q4 20162
Canoe Financial LP 221.85%2.51%3.17%Q1 2023Q2 20232
HIGHFIELDS CAPITAL MANAGEMENT LP 220.20%0.21%0.21%Q1 2015Q2 20152
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO 110.02%0.03%0.05%Q1 2019Q4 20192
HighMark Wealth Management LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Western Wealth Management, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
TFO Wealth Partners, LLC 110.00%0.00%0.00%Q2 2022Q3 20232
Varma Mutual Pension Insurance Co 220.03%0.03%0.03%Q2 2020Q3 20202
BEL AIR INVESTMENT ADVISORS LLC 223.33%3.64%3.94%Q1 2021Q2 20212
Geneva Partners, LLC 220.35%0.54%0.73%Q2 2018Q3 20182
AXXCESS WEALTH MANAGEMENT, LLC 220.03%0.04%0.04%Q4 2021Q1 20222
Regent Peak Wealth Advisors LLC 110.05%0.05%0.06%Q4 2020Q4 20212
LIBERTY WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q1 2020Q4 20202
Norway Savings Bank 220.02%0.03%0.03%Q3 2020Q4 20202
Forum Financial Management, LP 110.01%0.01%0.02%Q4 2021Q2 20232
OAKWOOD CAPITAL MANAGEMENT LLC/CA 221.18%1.25%1.32%Q2 2016Q3 20162
GREAT VALLEY ADVISOR GROUP, INC. 220.01%0.01%0.01%Q2 2023Q3 20232
Cynosure Group, LLC 220.48%0.67%0.86%Q2 2023Q3 20232
Walter Public Investments Inc. 222.23%2.30%2.36%Q2 2023Q3 20232
Alpha Square Group S LLC 220.66%0.75%0.85%Q3 2022Q4 20222
Archer Investment Corp 220.00%0.00%0.00%Q2 2023Q3 20232
Fortitude Advisory Group L.L.C. 220.03%0.03%0.03%Q4 2021Q1 20222
Systematic Alpha Investments, LLC 110.01%0.01%0.01%Q3 2021Q3 20232
ICA Group Wealth Management, LLC 220.02%0.02%0.02%Q4 2022Q1 20232
Rubric Capital Management LP 221.62%1.63%1.63%Q4 2016Q1 20172
Cyndeo Wealth Partners, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
SECOR Capital Advisors, LP 110.18%0.21%0.23%Q2 2016Q1 20172
Fiduciary Alliance LLC 220.57%0.65%0.73%Q2 2023Q3 20232
Annis Gardner Whiting Capital Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Jump Trading, LLC 110.03%0.03%0.03%Q3 2018Q3 20181
Vectors Research Management, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Reliant Investment Management, LLC 110.08%0.08%0.08%Q4 2021Q4 20211
Autus Asset Management, LLC 110.25%0.25%0.25%Q4 2022Q4 20221
Leucadia National 110.09%0.09%0.09%Q2 2023Q2 20231
BHF Kleinwort Benson Group S.A. 110.01%0.01%0.01%Q1 2015Q1 20151
RVW Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
EGERTON CAPITAL LTD 111.18%1.18%1.18%Q2 2013Q2 20131
Brevan Howard Capital Management LP 110.01%0.01%0.01%Q3 2023Q3 20231
Compton Wealth Advisory Group, LLC 110.11%0.11%0.11%Q1 2022Q1 20221
Nelson Capital Management, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Krilogy Financial LLC 110.11%0.11%0.11%Q1 2020Q1 20201
XTX MARKETS LLC 111.69%1.69%1.69%Q4 2019Q4 20191
Total Wealth Planning, LLC 110.10%0.10%0.10%Q2 2021Q2 20211
WealthOne, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Claro Advisors LLC 110.00%0.00%0.00%Q4 2018Q4 20181
UNDERHILL INVESTMENT MANAGEMENT LLC 110.12%0.12%0.12%Q1 2019Q1 20191
Magnus Financial Group LLC 110.02%0.02%0.02%Q2 2020Q2 20201
Csenge Advisory Group 110.00%0.00%0.00%Q3 2018Q3 20181
Qsemble Capital Management, LP 110.78%0.78%0.78%Q1 2023Q1 20231
Clarfeld Financial Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Arabesque Asset Management Ltd 110.80%0.80%0.80%Q1 2021Q1 20211
TriOaks Capital Management L.P. 110.34%0.34%0.34%Q1 2014Q1 20141
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Sound View Wealth Advisors, LLC 110.08%0.08%0.08%Q1 2019Q1 20191
Meristem Family Wealth, LLC 110.06%0.06%0.06%Q3 2021Q3 20211
Haafor (Singapore) Pte. Ltd. 110.48%0.48%0.48%Q2 2020Q2 20201
WealthBridge Capital Management, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
JS Capital Management LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Wellington Shields & Co., LLC 112.36%2.36%2.36%Q4 2021Q4 20211
Coe Capital Management, LLC 110.23%0.23%0.23%Q3 2019Q3 20191
THAMES CAPITAL MANAGEMENT LLC 110.16%0.16%0.16%Q3 2019Q3 20191
Stockbridge Partners LLC 110.56%0.56%0.56%Q4 2022Q4 20221
Noked Israel Ltd 110.53%0.53%0.53%Q1 2019Q1 20191
My Legacy Advisors, LLC 110.11%0.11%0.11%Q1 2022Q1 20221
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
FNY Partners Fund LP 110.01%0.01%0.01%Q1 2017Q1 20171
Quilter Plc 110.00%0.00%0.00%Q2 2023Q2 20231
Nine Chapters Capital Management LLC 110.03%0.03%0.03%Q1 2014Q1 20141
HERSHEY TRUST CO 110.00%0.00%0.00%Q4 2021Q4 20211
Counsel Portfolio Services Inc. 110.21%0.21%0.21%Q2 2013Q2 20131
del Rey Global Investors, LLC 110.43%0.43%0.43%Q3 2013Q3 20131
Bremer Bank National Association 110.02%0.02%0.02%Q1 2019Q1 20191
Hemenway Trust Co LLC 110.05%0.05%0.05%Q3 2021Q3 20211
MBE Wealth Management, LLC 110.04%0.04%0.04%Q1 2020Q1 20201
Sculptor Capital LP 110.03%0.03%0.03%Q3 2022Q3 20221
NATIONAL PLANNING CORP 110.01%0.01%0.01%Q4 2014Q4 20141
Leap Investments LP 110.37%0.37%0.37%Q1 2020Q1 20201
Daiwa Capital Markets America Inc. 110.00%0.00%0.00%Q4 2013Q4 20131
GGC Opportunity Fund Management, L.P. 110.29%0.29%0.29%Q2 2013Q2 20131
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Red Door Wealth Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
HAP Trading, LLC 110.04%0.04%0.04%Q1 2017Q1 20171
WESPAC Advisors, LLC 110.16%0.16%0.16%Q4 2020Q4 20201
tru Independence LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Cinctive Capital Management LP 110.23%0.23%0.23%Q1 2022Q1 20221
HALBERT HARGROVE GLOBAL ADVISORS, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
GREEN ARROW CAPITAL MANAGEMENT LLC 110.28%0.28%0.28%Q4 2013Q4 20131
Noked Capital LTD 110.53%0.53%0.53%Q1 2019Q1 20191
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Nebula Research & Development LLC 110.15%0.15%0.15%Q3 2023Q3 20231
Graypoint LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Blueprint Investment Partners LLC 110.10%0.10%0.10%Q2 2023Q2 20231
Privium Fund Management B.V. 110.51%0.51%0.51%Q1 2023Q1 20231
CBIZ Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
AlphaOne Investment Services, LLC 110.02%0.02%0.02%Q1 2018Q1 20181
LSV ASSET MANAGEMENT 110.00%0.00%0.00%Q2 2016Q2 20161
Manitou Investment Management Ltd. 110.00%0.00%0.00%Q1 2016Q1 20161
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 110.00%0.00%0.00%Q2 2021Q2 20211
Lionsbridge Wealth Management LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Verus Financial Partners, Inc. 110.13%0.13%0.13%Q3 2020Q3 20201
Great Diamond Partners, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
BREAKLINE CAPITAL LLC 112.81%2.81%2.81%Q2 2020Q2 20201
Donoghue Forlines LLC 110.30%0.30%0.30%Q4 2021Q4 20211
JSF Financial, LLC 110.23%0.23%0.23%Q2 2019Q2 20191
Petrus Trust Company, LTA 110.04%0.04%0.04%Q3 2023Q3 20231
Blue Zone Wealth Advisors, LLC 111.64%1.64%1.64%Q3 2023Q3 20231
Avidian Wealth Solutions, LLC 110.04%0.04%0.04%Q2 2020Q2 20201
BALLAST ADVISORS LLC 110.17%0.17%0.17%Q3 2023Q3 20231
CANANDAIGUA NATIONAL BANK & TRUST CO 110.05%0.05%0.05%Q1 2019Q1 20191
Monaco Asset Management SAM 113.16%3.16%3.16%Q1 2020Q1 20201
COWEN INC. 110.01%0.01%0.01%Q2 2015Q2 20151
Consolidated Planning Corp 110.01%0.01%0.01%Q3 2021Q3 20211
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Royal Fund Management, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Ipswich Investment Management Co., Inc. 110.01%0.01%0.01%Q4 2018Q4 20181
Annandale Capital, LLC 110.11%0.11%0.11%Q2 2022Q2 20221
Rosenberg Matthew Hamilton 110.01%0.01%0.01%Q3 2021Q3 20211
WEXFORD CAPITAL LP 110.07%0.07%0.07%Q4 2013Q4 20131
Pinnacle Wealth Advisors 110.16%0.16%0.16%Q2 2021Q2 20211
Retirement Planning Co of New England, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Point72 Europe (London) LLP 110.31%0.31%0.31%Q3 2023Q3 20231
PACES FERRY WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
INCEPTIONR LLC 110.16%0.16%0.16%Q1 2023Q1 20231
CTC Alternative Strategies, Ltd. 110.43%0.43%0.43%Q2 2023Q2 20231
Amalgamated Financial Corp. 110.13%0.13%0.13%Q1 2022Q1 20221
Cypress Point Wealth Management, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
WIPFLI FINANCIAL ADVISORS LLC, 110.03%0.03%0.03%Q3 2022Q3 20221
Cordant, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Rise Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Hudson Way Capital Management LLC 112.56%2.56%2.56%Q3 2020Q3 20201
Ten Capital Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
F/M Investments LLC 111.14%1.14%1.14%Q1 2022Q1 20221
SPRING CREEK CAPITAL LLC 110.11%0.11%0.11%Q2 2018Q2 20181
Sigma Planning Corp 110.01%0.01%0.01%Q2 2020Q2 20201
Treybourne Wealth Planners, Inc. 110.13%0.13%0.13%Q2 2021Q2 20211
Venator Management LLC 110.11%0.11%0.11%Q4 2020Q4 20201
Astrantus Ltd 110.96%0.96%0.96%Q4 2021Q4 20211
GALAXY CAPITAL TRADING LTD 110.10%0.10%0.10%Q4 2013Q4 20131
TCG Advisory Services, LLC 110.06%0.06%0.06%Q1 2021Q1 20211
Altus Wealth Group LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Welch Group, LLC 110.02%0.02%0.02%Q2 2020Q2 20201
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
BRX Global LP 1111.50%11.50%11.50%Q3 2023Q3 20231
Pembroke Management, LTD 110.95%0.95%0.95%Q4 2019Q4 20191
CFS Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Interchange Capital Partners, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Capstone Investment Advisors (Netherlands), B.V. 110.26%0.26%0.26%Q4 2016Q4 20161
Kowal Investment Group, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
Addison Capital Co 110.18%0.18%0.18%Q4 2014Q4 20141
Coppell Advisory Solutions LLC 110.02%0.02%0.02%Q2 2023Q2 20231
R&F Capital Advisors LP 110.47%0.47%0.47%Q4 2016Q4 20161
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
FORT, L.P. 110.02%0.02%0.02%Q3 2018Q3 20181
Apertura Capital, LLC 111.03%1.03%1.03%Q4 2016Q4 20161
TFS CAPITAL LLC 110.13%0.13%0.13%Q4 2016Q4 20161
Irish Life Investment Managers Ltd. 110.07%0.07%0.07%Q2 2013Q2 20131
BOULDER HILL CAPITAL MANAGEMENT LP 110.31%0.31%0.31%Q2 2022Q2 20221
D'Orazio & Associates, Inc. 110.01%0.01%0.01%Q3 2021Q3 20211
GFS Advisors, LLC 110.01%0.01%0.01%Q1 2016Q1 20161
Financial Consulate Inc. 110.08%0.08%0.08%Q2 2021Q2 20211
Asset Planning Services, Ltd. 110.05%0.05%0.05%Q2 2015Q2 20151
Boussard & Gavaudan Investment Management LLP 110.15%0.15%0.15%Q3 2014Q3 20141
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Tech Square Trading LP 110.58%0.58%0.58%Q1 2019Q1 20191
Accurate Wealth Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Manteio Capital LLC 110.46%0.46%0.46%Q4 2021Q4 20211
STRYCKER VIEW CAPITAL LLC 115.93%5.93%5.93%Q3 2020Q3 20201
Blackhawk Capital Partners LLC. 110.12%0.12%0.12%Q4 2021Q4 20211
MBB PUBLIC MARKETS I LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Crestwood Advisors Group, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Osborn Williams & Donohoe LLC 110.00%0.00%0.00%Q1 2019Q1 20191
T. Rowe Price Investment Management, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Alan B Lancz & Associates, Inc. 110.12%0.12%0.12%Q2 2022Q2 20221
DOHENY ASSET MANAGEMENT /CA 110.09%0.09%0.09%Q2 2015Q2 20151
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Ameritas Advisory Services, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Cassady Schiller Wealth Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Long Path Partners LP 110.12%0.12%0.12%Q2 2023Q2 20231
OLIO Financial Planning 110.32%0.32%0.32%Q3 2023Q3 20231
TCWP LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Pekin Hardy Strauss, Inc. 110.04%0.04%0.04%Q2 2015Q2 20151
Stone Ridge Asset Management LLC 110.46%0.46%0.46%Q4 2014Q4 20141
PARSONS CAPITAL MANAGEMENT INC/RI 110.01%0.01%0.01%Q1 2015Q1 20151
Morton Brown Family Wealth, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Prosperity Consulting Group, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Confluence Wealth Services, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
CTC Capital Management, LLC 110.31%0.31%0.31%Q3 2022Q3 20221
Mass Ave Global Inc. 110.27%0.27%0.27%Q1 2022Q1 20221
Intelligent Financial Strategies 110.17%0.17%0.17%Q1 2022Q1 20221
Kula Investments, LLC 110.08%0.08%0.08%Q1 2023Q1 20231
Ruggie Capital Group 110.01%0.01%0.01%Q1 2015Q1 20151
Algebris Investments (UK) LLP 110.55%0.55%0.55%Q4 2015Q4 20151
Heritage Wealth Advisors 110.00%0.00%0.00%Q4 2019Q4 20191
Acrisure Capital Management, LLC 110.26%0.26%0.26%Q4 2022Q4 20221
My Personal CFO, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Safeguard Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Delpha Capital Management, LLC 110.13%0.13%0.13%Q4 2017Q4 20171
EHP Funds Inc. 110.15%0.15%0.15%Q1 2022Q1 20221
Fullerton Fund Management Co Ltd. 110.05%0.05%0.05%Q2 2021Q2 20211
Belvedere Trading LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Sante Capital Fund, LP 110.80%0.80%0.80%Q1 2022Q1 20221
Advanced Portfolio Management, LLC 110.35%0.35%0.35%Q3 2023Q3 20231
EA Series Trust 110.05%0.05%0.05%Q2 2023Q2 20231
Coyle Financial Counsel LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Hibernia Wealth Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Pinnacle Wealth Management Advisory Group, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
Credit Capital Investments LLC 110.34%0.34%0.34%Q1 2022Q1 20221
Perella Weinberg Partners Capital Management LP 110.11%0.11%0.11%Q2 2019Q2 20191
Whitford Management LLC 110.75%0.75%0.75%Q4 2022Q4 20221
Strategic Investment Solutions, Inc. /IL 110.01%0.01%0.01%Q1 2023Q1 20231
IBEX WEALTH ADVISORS 110.01%0.01%0.01%Q2 2019Q2 20191
PT ASSET MANAGEMENT, LLC 110.54%0.54%0.54%Q3 2015Q3 20151
Resolute Wealth Strategies, LLC 110.16%0.16%0.16%Q2 2023Q2 20231
OFI INVEST ASSET MANAGEMENT 110.00%0.00%0.00%Q3 2023Q3 20231
3Chopt Investment Partners, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Cherry Tree Wealth Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Strategic Advocates LLC 110.28%0.28%0.28%Q3 2023Q3 20231
Disciplina Capital Management LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Pictet Asset Management Holding SA 110.04%0.04%0.04%Q3 2023Q3 20231
QRG CAPITAL MANAGEMENT, INC. 110.06%0.06%0.06%Q3 2023Q3 20231
Financiere des Professionnels - Fonds d,investissement inc. 110.51%0.51%0.51%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.01%0.01%0.01%Q3 2023Q3 20231
Arlington Trust Co LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Lyons Wealth Management, LLC. 111.28%1.28%1.28%Q3 2016Q3 20161
SYON CAPITAL LLC 110.05%0.05%0.05%Q3 2023Q3 20231
FIDUCIARY TRUST INTERNATIONAL LLC 110.00%0.00%0.00%Q4 2018Q4 20181
NEOS Investment Management LLC 110.10%0.10%0.10%Q3 2023Q3 20231
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 110.56%0.56%0.56%Q3 2018Q3 20181
ROMANO BROTHERS AND COMPANY 110.01%0.01%0.01%Q4 2022Q4 20221
Valued Wealth Advisors LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Fruth Investment Management 110.06%0.06%0.06%Q4 2021Q4 20211
Boston Common Asset Management, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
FNY Managed Accounts LLC 110.17%0.17%0.17%Q2 2016Q2 20161
Paragon Wealth Strategies, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Hanson & Doremus Investment Management 110.00%0.00%0.00%Q4 2022Q4 20221
AMG National Trust Bank 110.01%0.01%0.01%Q2 2023Q2 20231
ClariVest Asset Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
HEADINVEST, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Sargent Bickham Lagudis LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Numeric Investors LLC 110.01%0.01%0.01%Q1 2014Q1 20141
SOLARIS ASSET MANAGEMENT LLC 110.01%0.01%0.01%Q3 2016Q3 20161
CAPITAL ONE, NATIONAL ASSOCIATION 110.02%0.02%0.02%Q2 2018Q2 20181
GlobalBridge, Inc. 110.10%0.10%0.10%Q4 2013Q4 20131
BlueCrest Capital Management LLP 110.04%0.04%0.04%Q2 2014Q2 20141
Seminole Management Co., Inc. 110.88%0.88%0.88%Q1 2016Q1 20161
KNIGHT CAPITAL GROUP LLC 110.02%0.02%0.02%Q2 2013Q2 20131
Weiss Asset Management LP 110.02%0.02%0.02%Q1 2022Q1 20221
Hound Partners 111.03%1.03%1.03%Q2 2013Q2 20131
Pointe Capital Management LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Findlay Park Partners LLP 110.30%0.30%0.30%Q4 2014Q4 20141
COMMUNITY BANK SYSTEM, INC. 110.00%0.00%0.00%Q1 2014Q1 20141
ClearBridge Investments 110.00%0.00%0.00%Q2 2013Q2 20131
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT 110.04%0.04%0.04%Q1 2013Q1 20131
WESTERN FINANCIAL Corp 110.23%0.23%0.23%Q4 2020Q4 20201
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 110.02%0.02%0.02%Q1 2020Q1 20201
MCDONALD PARTNERS LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Acropolis Investment Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
ALERUS FINANCIAL NA 110.05%0.05%0.05%Q4 2020Q4 20201
Mariner Wealth Advisors-NYC, LLC 110.01%0.01%0.01%Q1 2015Q1 20151
NBC SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
Power Corp of Canada 110.18%0.18%0.18%Q1 2022Q1 20221
Sheffield Asset Management, L.L.C. 114.23%4.23%4.23%Q2 2013Q2 20131
Ledyard National Bank 110.00%0.00%0.00%Q2 2015Q2 20151
Cider Mill Investments LP 111.92%1.92%1.92%Q3 2018Q3 20181
L. Roy Papp & Associates, LLP 110.04%0.04%0.04%Q2 2019Q2 20191
DSC Advisors, L.P. 110.10%0.10%0.10%Q1 2022Q1 20221
Horan Securities, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Apex Capital Management 110.01%0.01%0.01%Q4 2013Q4 20131
Pine River Capital Management L.P. 110.00%0.00%0.00%Q4 2015Q4 20151
CRITERION CAPITAL MANAGEMENT LLC 110.16%0.16%0.16%Q4 2014Q4 20141
TRUE Private Wealth Advisors 110.00%0.00%0.00%Q3 2018Q3 20181
Destination Wealth Management 110.00%0.00%0.00%Q1 2019Q1 20191
Karp Capital Management Corp 110.08%0.08%0.08%Q1 2017Q1 20171
PLATINUM GROVE ASSET MANAGEMENT, LP 110.69%0.69%0.69%Q3 2013Q3 20131
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
ALESCO ADVISORS LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Haverford Trust Co 110.00%0.00%0.00%Q3 2023Q3 20231
ENDEAVOUR CAPITAL ADVISORS INC 110.15%0.15%0.15%Q4 2014Q4 20141
R. G. NIEDERHOFFER CAPITAL MANAGEMENT INC 111.26%1.26%1.26%Q3 2013Q3 20131
Exane Asset Management 110.04%0.04%0.04%Q4 2017Q4 20171
Laurel Wealth Advisors, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Capital Asset Advisory Services LLC 110.00%0.00%0.00%Q4 2020Q4 20201
DELTA ASSET MANAGEMENT LLC/TN 110.00%0.00%0.00%Q4 2019Q4 20191
KARSCH CAPITAL MANAGEMENT LP 114.21%4.21%4.21%Q3 2013Q3 20131
Folger Hill Asset Management LP 110.04%0.04%0.04%Q4 2016Q4 20161
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 110.20%0.20%0.20%Q3 2023Q3 20231
Aptus Capital Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
MANCHESTER FINANCIAL INC 110.00%0.00%0.00%Q4 2019Q4 20191
Signition LP 110.27%0.27%0.27%Q2 2018Q2 20181
Sharkey, Howes & Javer 110.04%0.04%0.04%Q3 2023Q3 20231
GENESEE VALLEY TRUST CO 110.26%0.26%0.26%Q2 2013Q2 20131
ROCKEFELLER FINANCIAL SERVICES INC 110.01%0.01%0.01%Q2 2013Q2 20131
EQUITEC PROPRIETARY MARKETS, LLC 110.01%0.01%0.01%Q4 2014Q4 20141
1834 INVESTMENT ADVISORS CO 110.00%0.00%0.00%Q2 2020Q2 20201
WHITE PINE CAPITAL LLC 110.10%0.10%0.10%Q3 2023Q3 20231
CAHILL FINANCIAL ADVISORS INC 110.01%0.01%0.01%Q3 2021Q3 20211
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
CKW FINANCIAL GROUP 110.02%0.02%0.02%Q2 2015Q2 20151
WHITE SQUARE CAPITAL LLP 1113.28%13.28%13.28%Q1 2021Q1 20211
AMUSSEN HUNSAKER ASSOCIATES LLC 110.00%0.00%0.00%Q3 2018Q3 20181
JUMP TRADING, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
DAVIS R M INC 110.01%0.01%0.01%Q1 2022Q1 20221
FAIRFIELD, BUSH & CO. 110.00%0.00%0.00%Q2 2022Q2 20221
BAR HARBOR TRUST SERVICES 110.00%0.00%0.00%Q2 2022Q2 20221
VIRGINIA RETIREMENT SYSTEM 110.02%0.02%0.02%Q1 2016Q1 20161
Shay Capital LLC 110.45%0.45%0.45%Q4 2021Q4 20211
KCM INVESTMENT ADVISORS LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Modera Wealth Management, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Bridgefront Capital, LLC 110.37%0.37%0.37%Q2 2023Q2 20231
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
NBT BANK N A /NY 110.03%0.03%0.03%Q3 2023Q3 20231
BRIDGEWAY CAPITAL MANAGEMENT, LLC 110.22%0.22%0.22%Q2 2013Q2 20131
Monument Capital Management 110.00%0.00%0.00%Q3 2018Q3 20181
Garrett Wealth Advisory Group, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Tibra Equities Europe Ltd 110.49%0.49%0.49%Q2 2019Q2 20191
Delta Lloyd Asset Management N.V. 110.08%0.08%0.08%Q2 2017Q2 20171
MainStreet Investment Advisors LLC 110.03%0.03%0.03%Q1 2020Q1 20201
Strategic Wealth Partners, Ltd. 110.05%0.05%0.05%Q1 2022Q1 20221
Cognios Capital, LLC 110.08%0.08%0.08%Q3 2016Q3 20161
Chesapeake Wealth Management 110.07%0.07%0.07%Q4 2021Q4 20211
CSS LLC/IL 110.03%0.03%0.03%Q3 2022Q3 20221
EXANE DERIVATIVES 110.04%0.04%0.04%Q4 2021Q4 20211
Crabel Capital Management, LLC 110.17%0.17%0.17%Q3 2019Q3 20191
SCP Investment, LP 110.11%0.11%0.11%Q3 2019Q3 20191
WealthStone, Inc. 110.35%0.35%0.35%Q2 2019Q2 20191
Rezny Wealth Management, Inc. 1183.86%83.86%83.86%Q1 2020Q1 20201
Claret Asset Management Corp 110.04%0.04%0.04%Q4 2021Q4 20211
Spark Investment Management LLC 110.11%0.11%0.11%Q2 2019Q2 20191
Metatron Capital SICAV plc 110.30%0.30%0.30%Q4 2021Q4 20211
Zweig-DiMenna Associates LLC 110.02%0.02%0.02%Q1 2014Q1 20141
WFG Advisors, LP 110.00%0.00%0.00%Q2 2014Q2 20141
BREMER TRUST NATIONAL ASSOCIATION 110.01%0.01%0.01%Q4 2018Q4 20181
Distillate Capital Partners LLC 110.96%0.96%0.96%Q2 2021Q2 20211
GLADE BROOK CAPITAL PARTNERS LLC 111.90%1.90%1.90%Q2 2014Q2 20141
AMS Capital Ltda 110.33%0.33%0.33%Q4 2021Q4 20211
Bollard Group LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Principle Wealth Partners LLC 110.03%0.03%0.03%Q2 2020Q2 20201
ROAM Global Management LP 113.79%3.79%3.79%Q4 2020Q4 20201
ALLSTATE INVESTMENT MANAGEMENT CO 110.05%0.05%0.05%Q4 2022Q4 20221
Vident Advisory, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
BANK HAPOALIM BM 110.13%0.13%0.13%Q2 2015Q2 20151
External links

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