NEW JERSEY RES shareholder history

Current and past NEW JERSEY RES shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 40400.00%0.00%0.00%Q4 2013Q3 202363
Citadel Advisors 2250.00%0.00%0.02%Q2 2013Q3 202351
GOLDMAN SACHS GROUP INC 4240.00%0.01%0.03%Q1 2012Q3 202346
GLENMEDE TRUST CO NA 4210.00%0.05%0.51%Q1 2008Q3 202345
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202343
TEXAS PERMANENT SCHOOL FUND CORP 43430.02%0.03%0.05%Q1 2013Q3 202343
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 43430.01%0.01%0.02%Q1 2013Q3 202343
BRYN MAWR TRUST Co 43430.01%0.02%0.04%Q1 2013Q3 202343
SEGALL BRYANT & HAMILL, LLC 43430.01%0.14%0.34%Q1 2013Q3 202343
CITIGROUP INC 42420.00%0.00%0.01%Q2 2013Q3 202343
Raymond James Financial Services Advisors, Inc. 1410.00%0.01%0.03%Q2 2013Q3 202343
CREDIT SUISSE AG/ 43430.00%0.00%0.01%Q1 2013Q3 202343
WELLINGTON MANAGEMENT GROUP LLP 42420.01%0.01%0.03%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.02%0.04%Q2 2013Q3 202342
Bragg Financial Advisors, Inc 42420.23%0.50%0.91%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
THRIVENT FINANCIAL FOR LUTHERANS 42420.00%0.02%0.06%Q2 2013Q3 202342
STATE STREET CORP 42420.01%0.02%0.03%Q2 2013Q3 202342
NORGES BANK 4020.00%0.01%0.02%Q2 2012Q4 202242
Legal & General Group Plc 42420.00%0.00%0.00%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.01%0.02%Q2 2013Q3 202342
BlackRock Inc. 42420.00%0.02%0.03%Q2 2013Q3 202342
PRUDENTIAL FINANCIAL INC 42420.00%0.01%0.04%Q2 2013Q3 202342
GEODE CAPITAL MANAGEMENT, LLC 42420.01%0.01%0.01%Q2 2013Q3 202342
FineMark National Bank & Trust 42420.02%0.04%0.08%Q2 2013Q3 202342
VOYA INVESTMENT MANAGEMENT LLC 42420.00%0.00%0.01%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.00%0.01%0.01%Q2 2013Q3 202342
FMR LLC 42420.00%0.00%0.01%Q2 2013Q3 202342
STRS OHIO 42420.00%0.00%0.01%Q2 2013Q3 202342
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42420.01%0.02%0.02%Q2 2013Q3 202342
ALLIANCEBERNSTEIN L.P. 42420.00%0.00%0.01%Q2 2013Q3 202342
HENNESSY ADVISORS INC 42420.37%0.51%0.65%Q2 2013Q3 202342
BNP PARIBAS FINANCIAL MARKETS 42420.00%0.00%0.01%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.01%0.02%0.04%Q2 2013Q3 202342
Janney Montgomery Scott LLC 42420.02%0.03%0.08%Q2 2013Q3 202342
ADIRONDACK TRUST CO 42420.02%0.02%0.03%Q2 2013Q3 202342
PRICE T ROWE ASSOCIATES INC /MD/ 42420.00%0.00%0.00%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.01%0.01%0.02%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 42420.02%0.06%0.10%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.00%0.01%Q2 2013Q3 202342
VANGUARD GROUP INC 42420.01%0.01%0.02%Q2 2013Q3 202342
CONFLUENCE INVESTMENT MANAGEMENT LLC 42420.15%0.29%0.38%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.00%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 42420.00%0.00%0.01%Q2 2013Q3 202342
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 42420.01%0.01%0.02%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.01%0.01%0.02%Q2 2013Q3 202342
Swiss National Bank 42420.01%0.01%0.01%Q2 2013Q3 202342
PRINCIPAL FINANCIAL GROUP INC 42420.01%0.02%0.03%Q2 2013Q3 202342
FRANKLIN RESOURCES INC 42420.00%0.00%0.02%Q2 2013Q3 202342
BARCLAYS PLC 42420.00%0.00%0.01%Q2 2013Q3 202342
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 42420.00%0.01%0.01%Q2 2013Q3 202342
UBS ASSET MANAGEMENT AMERICAS INC 42420.00%0.00%0.00%Q2 2013Q3 202342
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 42420.01%0.02%0.02%Q2 2013Q3 202342
NEW YORK STATE COMMON RETIREMENT FUND 42420.00%0.01%0.01%Q2 2013Q3 202342
PEAPACK GLADSTONE FINANCIAL CORP 42420.01%0.03%0.10%Q2 2013Q3 202342
RHUMBLINE ADVISERS 42420.01%0.02%0.03%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.02%0.03%0.05%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
NISA INVESTMENT ADVISORS, LLC 42420.02%0.03%0.04%Q2 2013Q3 202342
Clear Harbor Asset Management, LLC 42420.07%0.95%1.49%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
ProShare Advisors LLC 42420.01%0.09%0.19%Q2 2013Q3 202342
AMERICAN INTERNATIONAL GROUP, INC. 42420.01%0.03%0.07%Q2 2013Q3 202342
PROFUND ADVISORS LLC 41410.01%0.03%0.07%Q2 2013Q2 202341
TD ASSET MANAGEMENT INC 31100.00%0.00%0.01%Q2 2013Q3 202341
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28130.00%0.00%0.00%Q2 2013Q3 202341
Kistler-Tiffany Companies, LLC 41410.02%0.06%0.12%Q2 2013Q2 202341
FEDERATED HERMES, INC. 41410.00%0.00%0.02%Q3 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.00%Q2 2013Q3 202341
Creative Planning 3380.00%0.00%0.00%Q2 2013Q3 202341
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 3650.00%0.01%0.01%Q2 2013Q3 202341
Arizona State Retirement System 3380.01%0.02%0.04%Q1 2013Q3 202341
GABELLI FUNDS LLC 41410.00%0.00%0.01%Q3 2013Q3 202341
DEUTSCHE BANK AG\ 41410.00%0.00%0.01%Q3 2013Q3 202341
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 41410.00%0.00%0.01%Q3 2013Q3 202341
METROPOLITAN LIFE INSURANCE CO/NY 3470.01%0.02%0.05%Q2 2013Q3 202341
Smithfield Trust Co 3910.00%0.00%0.00%Q2 2013Q3 202340
Louisiana State Employees Retirement System 40400.02%0.04%0.06%Q4 2013Q3 202340
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202340
COMERICA BANK 3910.01%0.02%0.03%Q2 2013Q3 202340
MILLENNIUM MANAGEMENT LLC 3410.00%0.02%0.06%Q2 2013Q3 202339
BESSEMER GROUP INC 2930.00%0.00%0.02%Q2 2013Q3 202339
SG Americas Securities, LLC 3110.00%0.01%0.02%Q3 2013Q3 202339
PINNACLE ASSOCIATES LTD 1890.00%0.01%0.03%Q2 2013Q3 202339
AQR Capital Management 1510.00%0.01%0.02%Q4 2012Q3 202338
EATON VANCE MANAGEMENT 38380.00%0.01%0.01%Q2 2013Q3 202238
GREAT WEST LIFE ASSURANCE CO /CAN/ 2360.00%0.01%0.02%Q4 2013Q3 202338
State of New Jersey Common Pension Fund D 38380.01%0.01%0.02%Q2 2014Q3 202338
Energy Income Partners, LLC 37370.10%0.69%1.63%Q3 2014Q3 202337
GUGGENHEIM CAPITAL LLC 3110.00%0.01%0.02%Q2 2013Q4 202237
RAYMOND JAMES & ASSOCIATES 3520.00%0.00%0.01%Q2 2014Q3 202337
PANAGORA ASSET MANAGEMENT INC 3510.00%0.00%0.02%Q2 2014Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.00%0.01%0.01%Q2 2013Q1 202236
CENTRAL TRUST Co 3330.00%0.02%0.04%Q2 2013Q4 202236
VALLEY NATIONAL ADVISERS INC 36360.01%0.03%0.06%Q4 2014Q3 202336
Zurcher Kantonalbank (Zurich Cantonalbank) 35350.00%0.00%0.00%Q1 2015Q3 202335
VAUGHAN DAVID INVESTMENTS LLC/IL 3020.01%0.03%0.17%Q1 2013Q1 202235
AMP Capital Investors Ltd 35350.00%0.01%0.02%Q2 2013Q4 202135
Tower Research Capital LLC (TRC) 1410.00%0.01%0.04%Q3 2013Q3 202335
Ameritas Investment Partners, Inc. 3210.02%0.08%0.12%Q2 2014Q3 202335
AMALGAMATED BANK 34340.01%0.02%0.03%Q2 2015Q3 202334
MOTCO 34340.00%0.00%0.01%Q2 2015Q3 202334
WESTWOOD HOLDINGS GROUP INC 2860.00%0.02%0.21%Q4 2013Q3 202234
BENJAMIN F. EDWARDS & COMPANY, INC. 34340.00%0.00%0.01%Q2 2015Q3 202334
Mitsubishi UFJ Trust & Banking Corp 2680.00%0.00%0.00%Q1 2015Q3 202334
TEACHER RETIREMENT SYSTEM OF TEXAS 22120.00%0.00%0.02%Q2 2013Q3 202334
Boston Trust Walden Corp 33330.14%0.38%0.68%Q2 2013Q2 202133
TCI Wealth Advisors, Inc. 33330.01%0.01%0.02%Q1 2015Q1 202333
Gemmer Asset Management LLC 33330.00%0.00%0.01%Q1 2014Q1 202233
STIFEL FINANCIAL CORP 2710.00%0.00%0.01%Q1 2015Q3 202333
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 3110.00%0.04%0.06%Q2 2015Q3 202332
Anchor Investment Management, LLC 32320.00%0.00%0.00%Q1 2016Q4 202332
Private Advisor Group, LLC 22100.00%0.01%0.03%Q3 2015Q3 202332
CWM, LLC 2480.00%0.01%0.02%Q3 2015Q3 202332
State of Tennessee, Treasury Department 1010.00%0.02%0.03%Q3 2013Q3 202331
MASON STREET ADVISORS, LLC 31310.00%0.03%0.05%Q2 2013Q4 202031
STATE OF MICHIGAN RETIREMENT SYSTEM 31310.01%0.01%0.01%Q1 2016Q3 202331
SECURIAN ASSET MANAGEMENT, INC 31310.01%0.01%0.01%Q1 2016Q3 202331
QUADRANT CAPITAL GROUP LLC 31310.00%0.00%0.01%Q1 2016Q3 202331
ENVESTNET ASSET MANAGEMENT INC 19120.00%0.00%0.00%Q3 2015Q3 202331
Aperio Group, LLC 31310.01%0.01%0.02%Q2 2013Q4 202031
IFP Advisors, Inc 17140.00%0.02%0.08%Q4 2015Q3 202331
Retirement Systems of Alabama 31310.02%0.04%0.08%Q1 2016Q3 202331
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 31310.01%0.01%0.02%Q1 2016Q3 202331
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 31310.01%0.02%0.03%Q1 2016Q3 202331
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 31310.00%0.02%0.02%Q1 2016Q3 202331
OPUS INVESTMENT MANAGEMENT INC 1280.10%0.40%1.06%Q3 2013Q3 202230
MARTINGALE ASSET MANAGEMENT L P 1280.01%0.06%0.13%Q1 2014Q3 202330
Renaissance Technologies 1710.00%0.01%0.05%Q4 2014Q3 202330
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 30300.00%0.01%0.02%Q2 2016Q3 202330
Winslow, Evans & Crocker, Inc. 29290.00%0.01%0.01%Q4 2013Q4 202029
INGALLS & SNYDER LLC 17120.01%0.02%0.04%Q2 2016Q3 202329
UNITED SERVICES AUTOMOBILE ASSOCIATION 2530.01%0.02%0.02%Q2 2013Q4 202228
VICTORY CAPITAL MANAGEMENT INC 28280.00%0.03%0.07%Q4 2016Q3 202328
Russell Investments Group, Ltd. 28280.00%0.01%0.06%Q4 2016Q3 202328
HighTower Advisors, LLC 1210.00%0.00%0.03%Q2 2013Q3 202328
SHELTON CAPITAL MANAGEMENT 1820.01%0.02%0.04%Q4 2014Q2 202328
Mercer Capital Advisers, Inc. 28280.49%0.75%1.02%Q4 2014Q3 202128
FIFTH THIRD BANCORP 2310.00%0.00%0.00%Q2 2014Q3 202328
Nuveen Asset Management, LLC 1810.00%0.02%0.10%Q1 2015Q3 202327
Advisory Services Network, LLC 27270.01%0.04%0.08%Q1 2017Q3 202327
STATE OF WISCONSIN INVESTMENT BOARD 2160.00%0.02%0.04%Q2 2013Q3 202327
D. E. Shaw & Co., Inc. 810.00%0.00%0.01%Q3 2013Q3 202326
CIM INVESTMENT MANAGEMENT INC 1820.07%0.12%0.19%Q1 2014Q2 202326
LAZARD ASSET MANAGEMENT LLC 1810.00%0.01%0.04%Q2 2013Q3 202326
Crossmark Global Holdings, Inc. 2510.01%0.01%0.01%Q3 2016Q3 202326
Fiduciary Trust Co International of Pennsylvania 26260.01%0.02%0.03%Q4 2013Q1 202026
Steward Partners Investment Advisory, LLC 26260.01%0.02%0.04%Q2 2017Q3 202326
LPL Financial LLC 2420.00%0.00%0.00%Q3 2014Q3 202326
Robeco Schweiz AG 2420.11%0.45%0.99%Q2 2013Q4 201926
WEDBUSH SECURITIES INC 26260.02%0.03%0.04%Q2 2017Q3 202326
Geneos Wealth Management Inc. 26260.01%0.01%0.02%Q1 2016Q2 202226
Tortoise Index Solutions, LLC 2420.77%1.63%2.82%Q2 2015Q3 202326
Versant Capital Management, Inc 1880.00%0.01%0.06%Q4 2015Q4 202326
BAR HARBOR TRUST SERVICES 25250.10%0.17%0.28%Q2 2013Q2 201925
QS Investors, LLC 2410.00%0.03%0.07%Q1 2014Q3 202025
JFS WEALTH ADVISORS, LLC 1780.00%0.00%0.01%Q2 2014Q3 202325
Financial Architects, Inc 1820.01%0.01%0.06%Q2 2013Q2 202025
RATIONAL ADVISORS LLC 1330.00%0.11%0.91%Q1 2009Q3 201625
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.02%Q4 2017Q3 202324
TEACHERS ADVISORS, LLC 24240.01%0.02%0.04%Q2 2013Q1 201924
TIAA CREF INVESTMENT MANAGEMENT LLC 24240.01%0.01%0.01%Q2 2013Q1 201924
Cubist Systematic Strategies, LLC 1010.00%0.02%0.09%Q2 2015Q3 202324
MetLife Investment Management, LLC 24240.03%0.04%0.05%Q4 2017Q3 202324
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 24240.02%0.03%0.05%Q4 2017Q3 202324
AE Wealth Management LLC 1440.00%0.01%0.05%Q1 2017Q3 202324
Municipal Employees' Retirement System of Michigan 1860.02%0.05%0.08%Q1 2014Q1 202024
CHICAGO EQUITY PARTNERS LLC 12120.01%0.09%0.22%Q4 2013Q1 202024
KBC Group NV 1120.00%0.02%0.07%Q2 2013Q3 202323
Pacer Advisors, Inc. 1010.00%0.03%0.06%Q2 2016Q3 202323
EULAV Asset Management 23230.04%0.09%0.12%Q2 2013Q4 201823
B. Riley Wealth Advisors, Inc. 1810.00%0.02%0.06%Q2 2014Q2 202323
Channing Capital Management, LLC 22220.02%0.43%1.88%Q1 2014Q2 201922
PDT Partners, LLC 820.01%0.10%0.25%Q2 2013Q4 202222
Legacy Advisors, LLC 22220.12%0.38%0.86%Q2 2018Q3 202322
Hartford Financial Management Inc. 22220.61%0.96%1.34%Q2 2018Q3 202322
Forward Management, LLC 22220.00%0.00%0.03%Q2 2013Q3 201822
Hexavest Inc. 22220.00%0.00%0.00%Q1 2014Q2 201922
FIRST MERCANTILE TRUST CO 2020.01%0.02%0.04%Q3 2014Q3 202122
GREAT LAKES ADVISORS, LLC 2110.00%0.01%0.03%Q3 2014Q3 202322
PEAK6 Group LLC 420.00%0.00%0.00%Q4 2014Q2 201821
SEI INVESTMENTS CO 1510.00%0.00%0.01%Q4 2014Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
LADENBURG THALMANN FINANCIAL SERVICES INC. 21210.00%0.00%0.00%Q4 2014Q4 201921
LS Investment Advisors, LLC 21210.01%0.01%0.02%Q2 2015Q2 202021
HSBC HOLDINGS PLC 810.00%0.00%0.01%Q2 2015Q3 202321
SIT INVESTMENT ASSOCIATES INC 21210.00%0.01%0.01%Q3 2015Q3 202021
Manchester Capital Management LLC 1220.00%0.01%0.04%Q2 2013Q3 202321
Squarepoint Ops LLC 820.00%0.01%0.05%Q2 2017Q3 202320
Farmers & Merchants Trust Co of Long Beach 20200.20%0.33%0.51%Q4 2018Q3 202320
American Portfolios Advisors 20200.00%0.00%0.00%Q4 2017Q3 202220
AVANTAX ADVISORY SERVICES, INC. 20200.01%0.02%0.10%Q4 2018Q3 202320
Quantbot Technologies LP 710.00%0.02%0.05%Q4 2013Q3 202320
Man Group plc 1280.00%0.02%0.09%Q1 2018Q3 202320
MEEDER ASSET MANAGEMENT INC 1020.00%0.02%0.07%Q2 2014Q3 202220
JANE STREET GROUP, LLC 610.00%0.00%0.06%Q1 2015Q3 202320
SYMONS CAPITAL MANAGEMENT INC 1510.05%0.11%0.21%Q2 2013Q3 202120
Paloma Partners Management Co 510.00%0.04%0.19%Q2 2014Q1 202220
Lindbrook Capital, LLC 20200.00%0.00%0.01%Q4 2018Q3 202320
Mariner, LLC 1520.00%0.00%0.01%Q2 2018Q3 202319
Evercore Wealth Management, LLC 19190.00%0.01%0.02%Q2 2013Q4 201719
Sandy Spring Bank 19190.00%0.00%0.01%Q2 2013Q4 201719
DekaBank Deutsche Girozentrale 720.00%0.01%0.02%Q1 2015Q3 202319
TRUST CO OF VERMONT 19190.00%0.00%0.00%Q4 2015Q2 202019
Jacobi Capital Management LLC 19190.00%0.14%0.17%Q1 2019Q3 202319
SHEETS SMITH WEALTH MANAGEMENT 1270.03%0.05%0.08%Q4 2018Q3 202319
TUDOR INVESTMENT CORP ET AL 910.01%0.03%0.07%Q2 2013Q3 202319
KEYBANK NATIONAL ASSOCIATION/OH 920.00%0.00%0.00%Q4 2017Q3 202319
BAINCO INTERNATIONAL INVESTORS 1710.04%0.06%0.11%Q1 2013Q4 201718
LOS ANGELES CAPITAL MANAGEMENT LLC 1440.00%0.01%0.01%Q2 2013Q2 201918
SIGNATUREFD, LLC 1620.00%0.00%0.00%Q4 2018Q3 202318
Freedom Investment Management, Inc. 18180.02%0.03%0.05%Q4 2015Q1 202018
Nationwide Fund Advisors 18180.01%0.02%0.05%Q2 2013Q3 201718
Verition Fund Management LLC 710.00%0.14%0.73%Q4 2015Q3 202318
BEACON TRUST CO 17170.11%0.14%0.16%Q1 2013Q1 201717
BREWIN DOLPHIN LTD 17170.00%0.00%0.00%Q3 2017Q3 202117
DUBUQUE BANK & TRUST CO 17170.00%0.00%0.00%Q1 2015Q1 201917
CAPSTONE ASSET MANAGEMENT CO 17170.01%0.02%0.04%Q2 2013Q2 201717
Supplemental Annuity Collective Trust of NJ 17170.33%0.44%0.52%Q1 2014Q1 201817
Ellevest, Inc. 1610.00%0.02%0.05%Q1 2019Q3 202317
First Personal Financial Services 1510.00%0.01%0.02%Q4 2015Q3 202317
RIVERHEAD CAPITAL MANAGEMENT LLC 17170.00%0.01%0.02%Q3 2015Q3 201917
State of Alaska, Department of Revenue 17170.01%0.01%0.01%Q3 2019Q3 202317
Ensign Peak Advisors, Inc 16160.00%0.00%0.01%Q4 2019Q3 202316
DUFF & PHELPS INVESTMENT MANAGEMENT CO 16160.35%0.53%0.68%Q4 2019Q3 202316
MURPHY CAPITAL MANAGEMENT INC 830.02%0.05%0.07%Q2 2014Q2 202116
ClariVest Asset Management LLC 1510.00%0.02%0.12%Q2 2014Q3 202316
HUNTINGTON NATIONAL BANK 1310.00%0.00%0.00%Q4 2010Q2 202316
PEAK6 Investments LLC 410.00%0.00%0.00%Q4 2019Q1 202316
MATTERN CAPITAL MANAGEMENT, LLC 16160.85%1.06%1.22%Q4 2019Q3 202316
BALYASNY ASSET MANAGEMENT L.P. 610.00%0.02%0.08%Q4 2016Q3 202316
ICW Investment Advisors LLC 16160.34%0.48%0.73%Q4 2019Q3 202316
MACQUARIE GROUP LTD 1330.00%0.00%0.00%Q1 2014Q3 202216
Trexquant Investment LP 310.01%0.04%0.10%Q3 2015Q3 202316
Arkadios Wealth Advisors 16160.04%0.18%0.51%Q4 2019Q3 202316
Parallel Advisors, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
Johnson Financial Group, Inc. 16160.00%0.02%0.04%Q2 2013Q1 201716
OFI Advisors LLC 1140.05%0.10%0.13%Q3 2011Q3 201515
Advisor Group, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
Patten Group, Inc. 15150.04%0.05%0.06%Q2 2015Q4 201815
BLACKROCK ADVISORS LLC 15150.00%0.00%0.01%Q2 2013Q4 201615
BlackRock Investment Management, LLC 15150.01%0.02%0.03%Q2 2013Q4 201615
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 1110.02%0.03%0.04%Q3 2014Q4 201815
BlackRock Fund Advisors 15150.05%0.07%0.09%Q2 2013Q4 201615
Aberdeen Wealth Management LLC 1230.17%0.21%0.26%Q4 2019Q3 202315
PINNACLE FINANCIAL PARTNERS INC 1110.00%0.00%0.00%Q1 2018Q2 202215
JENNISON ASSOCIATES LLC 710.00%0.00%0.00%Q4 2018Q3 202315
Meridian Wealth Partners, LLC 870.05%0.07%0.16%Q4 2019Q3 202315
BNP Paribas Asset Management Holding S.A. 1140.00%0.03%0.06%Q4 2015Q2 202115
BlackRock Institutional Trust Company, N.A. 15150.01%0.01%0.02%Q2 2013Q4 201615
Vestcor Inc 1410.01%0.01%0.01%Q4 2019Q3 202315
AMERICAN CENTURY COMPANIES INC 820.00%0.01%0.02%Q2 2014Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
ENTERPRISE FINANCIAL SERVICES CORP 15150.00%0.00%0.00%Q3 2013Q1 201715
BlackRock Group LTD 15150.00%0.00%0.01%Q2 2013Q4 201615
Advisors Asset Management, Inc. 15150.00%0.01%0.03%Q2 2013Q4 201615
Commonwealth Equity Services, Inc 1410.00%0.02%0.04%Q4 2013Q3 201715
Vident Investment Advisory, LLC 1110.01%0.22%0.44%Q4 2014Q3 202215
Bruderman Asset Management, LLC 810.02%0.04%0.06%Q1 2015Q1 201914
D.A. DAVIDSON & CO. 14140.00%0.00%0.00%Q1 2014Q2 201714
FNY Investment Advisers, LLC 770.00%0.01%0.03%Q2 2018Q3 202314
Douglass Winthrop Advisors, LLC 14140.01%0.01%0.01%Q2 2020Q3 202314
Ethic Inc. 14140.03%0.06%0.12%Q2 2020Q3 202314
XPONANCE, INC. 14140.01%0.01%0.01%Q2 2020Q3 202314
Cutler Group LLC / CA 710.00%0.00%0.00%Q4 2015Q1 202314
CAPTRUST FINANCIAL ADVISORS 14140.00%0.00%0.00%Q2 2020Q3 202314
Rockefeller Capital Management L.P. 1130.00%0.00%0.01%Q1 2019Q2 202314
PIEDMONT INVESTMENT ADVISORS INC 810.00%0.01%0.02%Q4 2013Q1 202014
Shinko Asset Management Co., Ltd. 14140.00%0.00%0.01%Q2 2013Q3 201614
COLDSTREAM CAPITAL MANAGEMENT INC 14140.05%0.08%0.14%Q3 2015Q4 201814
OppenheimerFunds, Inc. 14140.00%0.00%0.00%Q4 2015Q1 201914
Allianz Asset Management GmbH 320.00%0.00%0.01%Q4 2014Q3 202314
M&T BANK CORP 640.00%0.00%0.00%Q3 2014Q4 201914
Wealthspire Advisors, L.P. 14140.00%0.00%0.00%Q4 2015Q1 201914
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 14140.00%0.00%0.01%Q3 2011Q4 201414
Glassman Wealth Services 1310.00%0.00%0.00%Q3 2019Q3 202314
TIEDEMANN ADVISORS, LLC 14140.06%0.12%0.21%Q2 2017Q3 202014
American Investment Services, Inc. 13130.34%0.39%0.46%Q4 2015Q4 201813
KENNEDY CAPITAL MANAGEMENT LLC 13130.15%0.32%0.44%Q4 2016Q4 201913
J.W. COLE ADVISORS, INC. 1120.02%0.06%0.44%Q4 2019Q2 202313
Crow Point Partners, LLC 730.00%0.00%0.00%Q1 2014Q1 201813
SRS Capital Advisors, Inc. 710.00%0.00%0.00%Q4 2016Q3 202313
South Dakota Investment Council 13130.01%0.02%0.04%Q3 2020Q3 202313
Newbridge Financial Services Group, Inc. 13130.03%0.06%0.13%Q3 2020Q3 202313
Laidlaw Wealth Management LLC 850.05%0.10%0.21%Q4 2019Q3 202313
SevenBridge Financial Group, LLC 13130.02%0.03%0.04%Q2 2016Q2 201913
Mosaic Family Wealth, LLC 850.01%0.05%0.07%Q4 2015Q1 201913
O'Shares Investment Advisers, LLC 760.02%0.04%0.06%Q4 2018Q1 202213
Good Life Advisors, LLC 13130.15%0.21%0.27%Q3 2020Q3 202313
Cox Capital Mgt LLC 13130.15%1.25%1.91%Q2 2020Q2 202313
Certified Advisory Corp 1110.01%0.02%0.04%Q4 2017Q1 202112
Flinton Capital Management LLC 12120.00%0.01%0.01%Q4 2016Q3 201912
RUSSELL FRANK CO/ 12120.00%0.01%0.03%Q2 2013Q1 201612
Berman Capital Advisors, LLC 12120.00%0.00%0.00%Q4 2018Q3 202112
Holocene Advisors, LP 12120.01%0.02%0.04%Q1 2018Q4 202012
Kesler, Norman & Wride, LLC 12120.18%0.28%0.46%Q4 2020Q3 202312
Lehman Financial Resources, Inc. 12120.01%0.01%0.02%Q4 2012Q3 201512
Penobscot Investment Management Company, Inc. 1020.05%0.07%0.08%Q1 2016Q1 201912
Johnson Midwest Financial, LLC 12120.01%0.03%0.08%Q4 2020Q3 202312
SILVERCREST ASSET MANAGEMENT GROUP LLC 910.00%0.01%0.02%Q4 2015Q2 201912
CAPITAL ONE, NATIONAL ASSOCIATION 12120.03%0.05%0.07%Q3 2013Q2 201612
NewEdge Advisors, LLC 610.01%0.01%0.02%Q2 2017Q3 202312
DUPONT CAPITAL MANAGEMENT CORP 410.01%0.02%0.07%Q2 2014Q2 202012
Glen Harbor Capital Management LLC 12120.00%0.01%0.02%Q4 2016Q3 201912
Sovereign Financial Group, Inc. 12120.08%0.12%0.16%Q4 2020Q3 202312
Engineers Gate Manager LP 410.02%0.06%0.15%Q1 2017Q3 202312
Qube Research & Technologies Ltd 320.00%0.01%0.03%Q2 2018Q3 202312
SOA Wealth Advisors, LLC. 12120.01%0.01%0.02%Q4 2020Q3 202312
Jefferies Group LLC 310.00%0.01%0.02%Q2 2014Q3 202112
ICON ADVISERS INC/CO 12120.15%0.41%0.76%Q4 2020Q3 202312
FIDUCIARY TRUST CO 12120.01%0.01%0.01%Q4 2020Q3 202312
Meadow Creek Investment Management LLC 12120.00%0.01%0.01%Q4 2016Q3 201912
TWO SIGMA INVESTMENTS, LP 210.00%0.00%0.01%Q2 2013Q3 202312
Baird Financial Group, Inc. 840.00%0.00%0.00%Q3 2020Q3 202312
WFG Advisors, LP 840.00%0.03%0.08%Q2 2013Q2 201712
Cypress Capital Management LLC (WY) 12120.02%0.02%0.03%Q4 2014Q3 201712
JOHN G ULLMAN & ASSOCIATES INC 12120.89%1.23%1.42%Q4 2020Q3 202312
CORNERCAP INVESTMENT COUNSEL INC 610.06%0.13%0.18%Q2 2014Q2 202312
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 12120.02%0.03%0.03%Q4 2013Q3 201612
LIBERTY WEALTH MANAGEMENT LLC 12120.02%0.04%0.08%Q4 2018Q3 202112
Elkfork Partners LLC 12120.01%0.02%0.02%Q4 2016Q3 201912
Krane Funds Advisors LLC 1010.01%0.03%0.06%Q3 2020Q3 202311
ClearBridge Investments 11110.00%0.00%0.01%Q2 2013Q4 201511
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 11110.06%0.08%0.09%Q1 2017Q3 201911
ExodusPoint Capital Management, LP 310.00%0.09%0.44%Q3 2019Q3 202311
PUBLIC SECTOR PENSION INVESTMENT BOARD 11110.02%0.03%0.04%Q2 2013Q4 201511
NAVELLIER & ASSOCIATES INC 11110.03%0.04%0.04%Q4 2016Q2 201911
Cornerstone Advisors, Inc. 1010.00%0.00%0.00%Q3 2017Q3 202011
PineBridge Investments, L.P. 11110.01%0.02%0.02%Q2 2013Q4 201511
People's United Financial, Inc. 11110.00%0.00%0.00%Q4 2014Q2 201711
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 520.00%0.02%0.05%Q3 2017Q4 202211
Walleye Trading LLC 210.00%0.00%0.01%Q3 2014Q3 202211
Nachman Norwood & Parrott, Inc 11110.03%0.06%0.09%Q4 2018Q2 202111
AGF Investments LLC 520.00%0.04%0.14%Q4 2016Q1 202111
FinTrust Capital Advisors, LLC 11110.01%0.01%0.01%Q1 2021Q3 202311
BB&T SECURITIES, LLC 11110.04%0.04%0.04%Q4 2016Q2 201911
STRATTON MANAGEMENT CO 11110.08%0.13%0.31%Q2 2013Q4 201511
Liberty Mutual Group Asset Management Inc. 11110.02%0.04%0.06%Q1 2016Q3 201811
RobecoSam USA, Inc. 510.32%0.63%0.96%Q2 2013Q3 201611
REAVES W H & CO INC 610.01%0.39%0.62%Q2 2013Q1 202111
Keystone Financial Planning, Inc. 11111.94%2.55%2.83%Q2 2020Q4 202211
Prospera Financial Services Inc 420.00%0.03%0.07%Q1 2019Q2 202311
TRUIST FINANCIAL CORP 610.00%0.00%0.00%Q4 2019Q1 202310
NOMURA HOLDINGS INC 310.00%0.00%0.01%Q4 2012Q1 201810
BAR HARBOR WEALTH MANAGEMENT 10100.02%0.06%0.16%Q3 2017Q4 201910
FIRST NIAGARA BANK 10100.04%0.06%0.09%Q1 2014Q2 201610
REGENTATLANTIC CAPITAL LLC 410.01%0.02%0.03%Q4 2014Q3 202210
SHELL ASSET MANAGEMENT CO 10100.01%0.01%0.01%Q2 2021Q3 202310
LUMINUS MANAGEMENT LLC 610.03%0.32%0.57%Q2 2013Q3 201610
Yorktown Management & Research Co Inc 10100.10%0.21%0.39%Q3 2017Q4 201910
Weaver C. Barksdale & Associates, Inc. 820.01%0.13%0.61%Q2 2013Q4 201710
GSA CAPITAL PARTNERS LLP 210.01%0.05%0.19%Q2 2014Q2 202310
Asset Management One Co., Ltd. 710.00%0.01%0.04%Q2 2014Q3 202210
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.00%Q2 2018Q3 202010
REGIONS FINANCIAL CORP 640.00%0.00%0.02%Q3 2015Q1 201910
CULLEN/FROST BANKERS, INC. 820.00%0.00%0.00%Q2 2019Q4 202210
AFFINIA FINANCIAL GROUP, LLC 10100.14%0.19%0.26%Q1 2021Q2 202310
OPPENHEIMER & CO INC 10100.00%0.01%0.01%Q2 2021Q3 202310
A.R.T. Advisors, LLC 410.01%0.04%0.08%Q2 2013Q2 201910
Phocas Financial Corp. 10100.24%0.51%0.64%Q4 2017Q1 202010
OBERWEIS ASSET MANAGEMENT INC/ 10100.10%0.18%0.28%Q4 2017Q1 202010
BlueCrest Capital Management Ltd 310.01%0.10%0.46%Q4 2015Q1 202310
Schonfeld Strategic Advisors LLC 510.00%0.02%0.06%Q4 2017Q3 202310
STRATEGY ASSET MANAGERS LLC 510.05%0.07%0.11%Q4 2020Q3 202310
VALLEY WEALTH MANAGERS, INC. 420.02%0.03%0.03%Q2 2016Q2 201910
Inspire Investing, LLC 910.03%0.03%0.05%Q4 2017Q3 202310
MASSMUTUAL TRUST CO FSB/ADV 810.00%0.00%0.00%Q3 2020Q4 202310
Financial Gravity Asset Management, Inc. 510.00%0.01%0.03%Q1 2018Q2 202310
6 Meridian 10100.05%0.05%0.06%Q4 2017Q1 202010
Brick & Kyle, Associates 10100.03%0.03%0.04%Q4 2014Q1 201710
Cambridge Investment Research Advisors, Inc. 410.00%0.00%0.00%Q3 2017Q3 202310
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 910.00%0.00%0.00%Q1 2016Q4 202010
Newport Capital Group, LLC 910.46%0.74%1.21%Q4 2020Q2 202310
Belpointe Asset Management LLC 990.01%0.02%0.03%Q3 2021Q3 20239
TFS CAPITAL LLC 510.03%0.08%0.16%Q3 2013Q1 20169
CIBC Asset Management Inc 420.00%0.00%0.00%Q2 2013Q4 20159
ALPS ADVISORS INC 410.00%0.00%0.01%Q3 2013Q3 20239
JANUS HENDERSON GROUP PLC 990.00%0.00%0.00%Q3 2021Q3 20239
Gotham Asset Management, LLC 310.00%0.01%0.02%Q2 2014Q3 20239
Personal Capital Advisors Corp 990.01%0.03%0.04%Q2 2017Q2 20199
Virtu KCG Holdings LLC 610.01%0.01%0.05%Q3 2013Q2 20179
PAYDEN & RYGEL 990.00%0.00%0.01%Q2 2013Q2 20159
MUFG Americas Holdings Corp 630.00%0.00%0.00%Q1 2011Q4 20139
World Asset Management Inc 410.01%0.01%0.01%Q2 2013Q2 20199
NATIONAL PLANNING CORP 810.01%0.02%0.03%Q4 2014Q3 20179
RAMSEY QUANTITATIVE SYSTEMS 540.23%0.44%0.66%Q2 2016Q4 20189
GRIFFIN ASSET MANAGEMENT, INC. 990.71%0.86%1.19%Q2 2017Q2 20199
WINTON GROUP Ltd 990.00%0.12%0.22%Q4 2016Q4 20189
MANAGED ACCOUNT ADVISORS LLC 990.00%0.00%0.00%Q2 2013Q2 20159
VOLORIDGE INVESTMENT MANAGEMENT, LLC 510.00%0.01%0.02%Q3 2019Q3 20239
LORD, ABBETT & CO. LLC 630.01%0.07%0.16%Q2 2013Q3 20169
BENJAMIN EDWARDS INC 990.02%0.02%0.03%Q3 2021Q3 20239
STEVENS CAPITAL MANAGEMENT LP 310.01%0.02%0.03%Q2 2013Q2 20189
JACOBS LEVY EQUITY MANAGEMENT, INC 630.00%0.02%0.07%Q1 2014Q3 20169
CI INVESTMENTS INC. 540.00%0.00%0.00%Q3 2020Q3 20239
Baldrige Asset Management LLC 880.01%0.02%0.02%Q2 2021Q1 20238
Bedel Financial Consulting, Inc. 530.01%0.03%0.07%Q1 2021Q2 20238
Byrne Asset Management LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Dean Capital Management 880.98%1.86%2.75%Q1 2014Q4 20158
AHL Partners LLP 410.01%0.13%0.30%Q3 2014Q3 20178
Sowell Financial Services LLC 710.00%0.00%0.01%Q4 2016Q1 20218
Bell Investment Advisors, Inc 620.00%0.00%0.00%Q3 2021Q3 20238
HRT FINANCIAL LP 310.00%0.02%0.08%Q4 2019Q3 20238
Savior LLC 880.00%0.52%1.20%Q4 2019Q3 20218
Amundi 710.00%0.00%0.00%Q3 2021Q3 20238
Sound Income Strategies, LLC 880.01%0.02%0.02%Q3 2018Q2 20208
PFS Partners, LLC 880.04%0.05%0.06%Q4 2021Q3 20238
Smallwood Wealth Investment Management, LLC 880.44%0.52%0.64%Q4 2021Q3 20238
MACKENZIE FINANCIAL CORP 880.00%0.00%0.00%Q4 2021Q3 20238
ATTICUS WEALTH MANAGEMENT, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Covestor Ltd 880.00%0.02%0.07%Q4 2021Q3 20238
FULTON BANK, N.A. 710.02%0.02%0.02%Q2 2016Q3 20188
NOMURA ASSET MANAGEMENT CO LTD 710.00%0.00%0.00%Q4 2016Q3 20238
EVERGREEN CAPITAL MANAGEMENT LLC 880.02%0.02%0.03%Q1 2018Q4 20198
Empirical Asset Management, LLC 880.36%0.52%0.79%Q4 2021Q3 20238
Sapphire Star Partners LP 530.28%0.60%1.04%Q4 2016Q4 20188
DEAN INVESTMENT ASSOCIATES, LLC 880.32%0.63%0.89%Q1 2014Q4 20158
AGF INVESTMENTS INC. 440.00%0.00%0.00%Q2 2015Q1 20218
YOUSIF CAPITAL MANAGEMENT, LLC 880.02%0.03%0.03%Q4 2021Q3 20238
OPPENHEIMER ASSET MANAGEMENT INC. 620.00%0.00%0.00%Q2 2017Q1 20208
NATIXIS ADVISORS, L.P. 530.00%0.00%0.01%Q2 2013Q3 20238
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 410.00%0.01%0.02%Q2 2014Q4 20178
Allworth Financial LP 880.00%0.00%0.00%Q4 2021Q3 20238
Doyle Wealth Management 610.02%0.04%0.04%Q1 2017Q2 20198
NEXT Financial Group, Inc 210.00%0.01%0.05%Q3 2014Q4 20218
PICTET ASSET MANAGEMENT SA 880.00%0.00%0.00%Q3 2021Q2 20238
DUNCKER STREETT & CO INC 880.00%0.00%0.00%Q3 2015Q2 20178
C2C Wealth Management, LLC 880.04%0.05%0.07%Q4 2021Q3 20238
FourThought Financial, LLC 880.02%0.04%0.04%Q4 2020Q3 20228
Dynamic Technology Lab Private Ltd 210.02%0.11%0.22%Q3 2015Q4 20228
Pinnacle Wealth Management Advisory Group, LLC 880.10%0.15%0.17%Q4 2021Q3 20238
EXCHANGE TRADED CONCEPTS, LLC 880.01%0.10%0.24%Q1 2022Q4 20238
Castleton Investment Management LLC 310.14%1.02%2.04%Q1 2016Q1 20198
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 880.01%0.02%0.02%Q4 2019Q3 20218
Numeric Investors LLC 880.02%0.14%0.28%Q2 2014Q1 20168
JCIC Asset Management Inc. 880.00%0.00%0.00%Q1 2018Q4 20198
Allspring Global Investments Holdings, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
C M BIDWELL & ASSOCIATES LTD 320.02%0.06%0.13%Q3 2014Q2 20237
ONTARIO TEACHERS PENSION PLAN BOARD 510.01%0.03%0.08%Q3 2019Q3 20237
WHITTIER TRUST CO 310.00%0.00%0.01%Q1 2017Q4 20227
AdvisorNet Financial, Inc 410.00%0.00%0.00%Q1 2018Q3 20237
Hillsdale Investment Management Inc. 410.05%0.12%0.16%Q1 2014Q4 20187
PUTNAM INVESTMENTS LLC 770.00%0.00%0.00%Q1 2022Q3 20237
HARVEST GROUP WEALTH MANAGEMENT, LLC 520.00%0.00%0.00%Q1 2019Q4 20207
Atlas Private Wealth Advisors 610.00%0.01%0.04%Q2 2020Q2 20237
Cyrus J. Lawrence, LLC 770.04%0.06%0.08%Q1 2022Q3 20237
Carroll Financial Associates, Inc. 770.00%0.00%0.00%Q1 2019Q3 20207
Claro Advisors LLC 610.02%0.13%0.17%Q4 2018Q3 20237
Asset Dedication, LLC 520.00%0.00%0.00%Q4 2021Q3 20237
HAZLETT, BURT & WATSON, INC. 770.10%0.14%0.21%Q1 2022Q3 20237
Blackstart Capital LP 612.22%4.62%5.94%Q4 2016Q2 20207
AMUNDI ASSET MANAGEMENT US, INC. 520.00%0.00%0.00%Q4 2017Q3 20197
Hilltop Holdings Inc. 770.05%0.12%0.16%Q3 2013Q1 20157
Rockbridge Investment Management, LCC 770.00%0.00%0.00%Q2 2020Q4 20217
ELLINGTON MANAGEMENT GROUP LLC 210.02%0.12%0.44%Q2 2013Q2 20187
FORSTA AP-FONDEN 770.04%0.04%0.05%Q1 2018Q3 20197
BEACON INVESTMENT ADVISORY SERVICES, INC. 770.05%0.07%0.11%Q3 2017Q1 20197
CX Institutional 770.00%0.00%0.01%Q1 2019Q3 20207
NumerixS Investment Technologies Inc 210.00%0.01%0.04%Q3 2016Q2 20207
MOODY NATIONAL BANK TRUST DIVISION 510.00%0.03%0.05%Q2 2014Q3 20237
GODSEY & GIBB, INC 410.00%0.01%0.02%Q2 2021Q3 20237
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 770.00%0.03%0.06%Q2 2014Q4 20157
Ardevora Asset Management LLP 771.20%1.33%1.56%Q4 2014Q2 20167
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 770.03%0.09%0.19%Q1 2018Q3 20197
CLINTON GROUP INC 510.02%0.07%0.10%Q3 2014Q4 20177
Horizon Investment Services, LLC 210.17%0.20%0.24%Q3 2013Q2 20237
TILIA FIDUCIARY PARTNERS, INC. 770.03%0.04%0.05%Q4 2021Q2 20237
JAMISON EATON & WOOD INC /NJ 520.06%0.06%0.07%Q2 2013Q1 20157
Walleye Capital LLC 660.02%0.05%0.11%Q4 2021Q1 20236
PRELUDE CAPITAL MANAGEMENT, LLC 210.00%0.03%0.08%Q4 2013Q3 20176
SJS Investment Consulting Inc. 510.00%0.00%0.00%Q1 2022Q3 20236
Private Ocean, LLC 660.00%0.00%0.00%Q1 2020Q2 20216
Raab & Moskowitz Asset Management LLC 310.02%0.13%0.27%Q4 2013Q4 20196
Ancora Advisors LLC 660.06%0.11%0.18%Q1 2020Q2 20216
AlphaCrest Capital Management LLC 210.02%0.07%0.16%Q1 2019Q2 20226
Schubert & Co 660.00%0.00%0.00%Q4 2021Q1 20236
HOWE & RUSLING INC 510.00%0.00%0.00%Q2 2013Q4 20206
Pearl River Capital, LLC 210.04%0.07%0.09%Q4 2019Q3 20236
VIRGINIA RETIREMENT SYSTEMS ET AL 330.00%0.01%0.01%Q1 2015Q3 20236
Ergoteles LLC 210.01%0.13%0.26%Q4 2020Q2 20236
Sutton Wealth Advisors Inc. 510.00%0.00%0.00%Q1 2016Q4 20226
Hexagon Capital Partners LLC 660.00%0.00%0.00%Q2 2022Q3 20236
CWS Financial Advisors, LLC 420.08%0.10%0.12%Q4 2021Q2 20236
Employees Retirement System of Texas 660.01%0.01%0.02%Q2 2013Q3 20146
MOODY ALDRICH PARTNERS LLC 330.86%1.04%1.26%Q1 2016Q1 20236
Copeland Capital Management, LLC 330.30%0.66%1.00%Q4 2014Q2 20166
Edge Advisors, LLC 660.00%0.00%0.00%Q4 2016Q1 20186
Convergence Investment Partners, LLC 420.12%0.32%0.56%Q2 2014Q3 20186
PICTET ASSET MANAGEMENT LTD 420.00%0.00%0.01%Q3 2014Q2 20216
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Princeton Alpha Management LP 310.04%0.09%0.15%Q3 2014Q2 20166
TOWER BRIDGE ADVISORS 510.02%0.02%0.03%Q4 2017Q2 20196
Disciplined Investments, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
CIBC WORLD MARKET INC. 660.00%0.00%0.00%Q2 2014Q3 20156
Mirae Asset Global Investments Co., Ltd. 660.00%0.00%0.01%Q2 2022Q3 20236
Vanguard Personalized Indexing Management, LLC 410.01%0.01%0.01%Q1 2022Q3 20235
ADAGE CAPITAL PARTNERS GP, L.L.C. 320.01%0.06%0.13%Q1 2015Q4 20165
BRIDGEWAY CAPITAL MANAGEMENT, LLC 410.02%0.06%0.07%Q2 2014Q4 20185
Simplicity Solutions, LLC 320.01%0.02%0.04%Q4 2018Q3 20235
Point72 Hong Kong Ltd 210.00%0.02%0.05%Q3 2016Q2 20195
DARK FOREST CAPITAL MANAGEMENT LP 310.00%0.01%0.04%Q2 2021Q1 20235
CHARTIST INC /CA/ 210.20%0.43%0.82%Q4 2017Q3 20235
TRUEWEALTH LLC 550.00%0.00%0.00%Q2 2019Q2 20205
DUALITY ADVISERS, LP 210.02%0.12%0.18%Q3 2019Q2 20225
Cutter & CO Brokerage, Inc. 550.09%0.24%0.30%Q3 2013Q3 20145
Global Retirement Partners, LLC 410.00%0.00%0.00%Q1 2021Q3 20235
BANK OF NOVA SCOTIA 410.00%0.00%0.00%Q2 2020Q1 20235
Kestra Advisory Services, LLC 410.00%0.00%0.01%Q2 2022Q3 20235
MinichMacGregor Wealth Management, LLC 550.00%0.00%0.00%Q1 2016Q1 20175
FOREFRONT WEALTH MANAGEMENT INC. 550.96%1.10%1.25%Q3 2022Q3 20235
Venturi Wealth Management, LLC 550.04%0.05%0.06%Q4 2018Q4 20195
Invictus RG Pte. Ltd. 410.08%0.24%0.40%Q4 2013Q1 20155
HM PAYSON & CO 550.01%0.01%0.01%Q3 2019Q3 20205
FARMERS & MERCHANTS INVESTMENTS INC 550.00%0.00%0.00%Q3 2022Q3 20235
DEERE & CO 210.01%0.03%0.05%Q2 2014Q4 20155
Cornerstone Wealth Management, LLC 320.01%0.05%0.07%Q2 2017Q3 20185
IHT Wealth Management, LLC 550.00%0.02%0.10%Q4 2016Q4 20175
Boston Partners 550.00%0.00%0.00%Q4 2019Q4 20205
AXA S.A. 550.00%0.00%0.01%Q1 2014Q1 20155
Lido Advisors, LLC 550.01%0.01%0.02%Q1 2022Q1 20235
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.00%0.01%Q3 2020Q3 20235
Neuberger Berman Group LLC 210.00%0.03%0.10%Q2 2013Q3 20235
Sterling Capital Management LLC 320.00%0.02%0.04%Q3 2013Q1 20155
GW HENSSLER & ASSOCIATES LTD 550.02%0.03%0.05%Q1 2019Q1 20205
NATIXIS 410.00%0.00%0.01%Q1 2017Q1 20225
BRYN MAWR CAPITAL MANAGEMENT INC 320.17%0.42%0.55%Q3 2013Q3 20155
TIAA, FSB 550.00%0.00%0.00%Q2 2022Q2 20235
FORA Capital, LLC 210.01%0.04%0.07%Q4 2019Q2 20235
Point72 Asset Management, L.P. 210.00%0.01%0.04%Q3 2017Q1 20225
Reynders McVeigh Capital Management, LLC 320.01%0.01%0.02%Q1 2021Q2 20225
ALGERT GLOBAL LLC 550.05%0.07%0.09%Q3 2021Q3 20225
Concord Wealth Partners 320.01%0.01%0.01%Q4 2021Q1 20235
CLEAR INVESTMENT RESEARCH, LLC 550.00%0.00%0.00%Q3 2018Q3 20195
Neo Ivy Capital Management 210.07%0.38%0.63%Q1 2020Q2 20235
Shore Point Advisors, LLC 310.03%0.18%0.27%Q4 2021Q3 20234
NORDEA INVESTMENT MANAGEMENT AB 440.00%0.00%0.00%Q2 2015Q1 20164
Aquatic Capital Management LLC 210.02%0.03%0.08%Q4 2021Q3 20234
Clark Capital Management Group, Inc. 440.01%0.01%0.01%Q3 2018Q2 20194
CSat Investment Advisory, L.P. 440.00%0.00%0.00%Q2 2019Q1 20204
Perigon Wealth Management, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
Greenland Capital Management LP 440.05%0.09%0.11%Q4 2022Q3 20234
Beacon Pointe Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Gary Goldberg Planning Services Inc 440.01%0.02%0.04%Q1 2014Q4 20144
ALPHA WINDWARD LLC 210.26%0.28%0.29%Q2 2015Q3 20204
GENERAL MOTORS INVESTMENT MANAGEMENT CORP 440.06%0.07%0.09%Q2 2014Q1 20154
Corient Private Wealth LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Maryland State Retirement & Pension System 440.03%0.08%0.12%Q4 2022Q3 20234
HBK INVESTMENTS L P 210.00%0.00%0.01%Q3 2014Q4 20174
FOX RUN MANAGEMENT, L.L.C. 210.11%0.16%0.22%Q3 2018Q3 20214
Quantitative Investment Management, LLC 310.02%0.06%0.10%Q1 2020Q3 20214
A. D. Beadell Investment Counsel, Inc. 440.76%0.94%1.10%Q1 2020Q4 20204
BOS Asset Management, LLC 440.15%0.20%0.23%Q4 2022Q3 20234
COMMONWEALTH BANK OF AUSTRALIA 440.00%0.00%0.00%Q3 2018Q2 20194
APG Asset Management N.V. 310.00%0.00%0.01%Q3 2017Q3 20224
Assured Investment Management LLC 440.00%0.00%0.01%Q1 2018Q4 20184
Clarus Wealth Advisors 440.02%0.03%0.04%Q2 2018Q1 20194
FSA Wealth Management LLC 310.01%0.02%0.02%Q4 2019Q4 20204
Bayesian Capital Management, LP 310.03%0.05%0.06%Q1 2022Q3 20234
Lebenthal Asset Management, LLC 440.48%0.53%0.56%Q2 2016Q1 20174
JOYN Advisors, Inc. 440.00%0.00%0.00%Q1 2018Q4 20184
Arabesque Asset Management Ltd 440.65%0.84%1.28%Q4 2018Q3 20194
Blueshift Asset Management, LLC 210.04%0.11%0.23%Q2 2019Q3 20224
HIGHBRIDGE CAPITAL MANAGEMENT LLC 220.00%0.03%0.06%Q2 2013Q3 20154
ING GROEP NV 210.01%0.01%0.01%Q2 2017Q2 20194
Bleakley Financial Group, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
TFO Wealth Partners, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Cypress Wealth Advisors LLC 220.09%0.10%0.11%Q1 2016Q1 20174
Polar Asset Management Partners Inc. 310.00%0.01%0.01%Q3 2020Q3 20214
Colonial Trust Co / SC 440.00%0.00%0.00%Q4 2022Q3 20234
Quantamental Technologies LLC 210.09%0.16%0.23%Q4 2018Q3 20234
Graham Capital Management, L.P. 220.03%0.04%0.05%Q3 2022Q3 20234
MILLER HOWARD INVESTMENTS INC /NY 440.10%0.11%0.11%Q2 2017Q1 20184
Parallax Volatility Advisers, L.P. 310.00%0.00%0.00%Q4 2017Q4 20184
Jackson Creek Investment Advisors LLC 440.39%0.46%0.51%Q3 2022Q2 20234
Wealth Quarterback LLC 220.07%0.10%0.15%Q4 2019Q3 20214
WEALTHFRONT Corp 440.00%0.00%0.00%Q4 2014Q3 20154
Realta Investment Advisors 440.01%0.01%0.01%Q1 2019Q4 20194
TWINBEECH CAPITAL LP 210.01%0.03%0.05%Q1 2021Q3 20234
JAMES INVESTMENT RESEARCH INC 440.01%0.20%0.33%Q2 2018Q1 20194
Brandywine Global Investment Management, LLC 440.05%0.06%0.08%Q2 2014Q1 20154
Virtus ETF Advisers LLC 310.09%0.12%0.18%Q4 2016Q3 20234
Cipher Capital LP 310.06%0.12%0.20%Q1 2021Q3 20234
Farther Finance Advisors, LLC 440.01%0.02%0.03%Q4 2022Q3 20234
Perella Weinberg Partners Capital Management LP 310.02%0.07%0.16%Q2 2018Q2 20194
ARGI Investment Services, LLC 440.05%0.06%0.06%Q1 2016Q4 20164
CREDIT AGRICOLE S A 210.00%0.00%0.00%Q1 2014Q3 20174
NVWM, LLC 440.02%0.02%0.02%Q1 2019Q4 20194
Koshinski Asset Management, Inc. 330.01%0.01%0.01%Q3 2021Q1 20223
MONTAGE INVESTMENTS, LLC 330.17%0.48%0.65%Q1 2016Q3 20163
NN Investment Partners Holdings N.V. 330.00%0.01%0.01%Q3 2019Q1 20203
MIRABELLA FINANCIAL SERVICES LLP 210.06%0.14%0.22%Q1 2021Q1 20223
Procyon Advisors, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
ADVANTAGE INVESTMENT MANAGEMENT, LLC 330.01%0.01%0.01%Q2 2017Q4 20173
Cape Investment Advisory, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Stratos Wealth Partners, LTD. 210.00%0.00%0.00%Q4 2017Q3 20183
HANSEATIC MANAGEMENT SERVICES INC 210.00%0.01%0.01%Q4 2014Q2 20163
MGO ONE SEVEN LLC 210.00%0.00%0.00%Q4 2017Q4 20183
SIMPLEX TRADING, LLC 210.00%0.00%0.00%Q1 2021Q1 20223
AJO, LP 330.00%0.04%0.06%Q3 2013Q1 20143
Tarbox Family Office, Inc. 330.00%0.00%0.00%Q2 2019Q4 20193
MSI Financial Services Inc 210.00%0.00%0.00%Q2 2015Q1 20163
Sciencast Management LP 110.05%0.08%0.13%Q4 2019Q4 20213
Iron Horse Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
CANADA PENSION PLAN INVESTMENT BOARD 210.00%0.01%0.02%Q1 2013Q1 20203
Teza Capital Management LLC 330.12%0.15%0.19%Q1 2023Q3 20233
Grantham, Mayo, Van Otterloo & Co. LLC 330.00%0.01%0.01%Q4 2015Q2 20163
Main Street Financial Solutions, LLC 330.03%0.03%0.03%Q4 2022Q2 20233
VAN ECK ASSOCIATES CORP 210.00%0.00%0.00%Q1 2020Q3 20233
Calvert Investment Management, Inc. 330.03%0.03%0.03%Q2 2016Q4 20163
Penserra Capital Management LLC 330.00%0.00%0.00%Q2 2018Q4 20183
SEI TRUST CO 330.00%0.01%0.01%Q1 2014Q3 20143
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q1 2016Q3 20203
River Wealth Advisors LLC 330.00%0.00%0.00%Q2 2018Q4 20183
THB ASSET MANAGEMENT 210.02%0.17%0.36%Q2 2013Q4 20153
Measured Wealth Private Client Group, LLC 330.11%0.13%0.15%Q4 2022Q2 20233
WESTPAC BANKING CORP 330.02%0.05%0.07%Q4 2015Q2 20163
Visium Asset Management, LP 110.00%0.01%0.01%Q2 2014Q4 20153
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 330.00%0.00%0.01%Q1 2023Q3 20233
WADDELL & REED FINANCIAL INC 330.01%0.01%0.02%Q2 2016Q4 20163
GROUP ONE TRADING, L.P. 110.00%0.00%0.00%Q1 2014Q3 20233
HIGHLAND CAPITAL MANAGEMENT LP 110.01%0.04%0.09%Q3 2015Q4 20183
Riverview Trust Co 330.02%0.02%0.02%Q1 2022Q3 20223
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.01%0.01%0.02%Q4 2020Q4 20223
Neuberger Berman Canada ULC 330.05%0.11%0.18%Q2 2014Q4 20143
Campbell & CO Investment Adviser LLC 210.18%0.29%0.38%Q2 2019Q3 20233
SECOR Capital Advisors, LP 210.15%0.30%0.57%Q4 2013Q3 20153
OCCUDO QUANTITATIVE STRATEGIES LP 110.09%0.12%0.14%Q1 2021Q2 20233
BlackRock Japan Co. Ltd 210.00%0.00%0.00%Q2 2014Q2 20153
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 330.00%0.00%0.00%Q4 2019Q2 20203
Laurion Capital Management LP 110.00%0.00%0.01%Q2 2017Q4 20193
ANALYTIC INVESTORS, LLC 330.01%0.02%0.02%Q2 2014Q4 20143
Sageworth Trust Co 330.00%0.00%0.00%Q2 2021Q4 20213
ASSOCIATED BANC-CORP 330.00%0.00%0.00%Q2 2020Q4 20203
BAIRD ROBERT W & CO INC /WI/ 330.00%0.01%0.01%Q3 2013Q1 20143
GAM SYSTEMATIC LLP 210.07%0.08%0.09%Q3 2015Q2 20163
Sageworth Trust Co of South Dakota 330.00%0.01%0.01%Q4 2021Q2 20223
COZAD ASSET MANAGEMENT INC 330.17%0.20%0.23%Q1 2023Q3 20233
SAC Capital Advisors LP 330.00%0.00%0.00%Q3 2013Q1 20143
Y-Intercept (Hong Kong) Ltd 110.04%0.05%0.06%Q3 2021Q3 20233
Hennion & Walsh Asset Management, Inc. 330.02%0.04%0.05%Q1 2023Q3 20233
Nine Chapters Capital Management LLC 210.04%0.17%0.33%Q4 2013Q4 20143
Edgestream Partners, L.P. 210.06%0.22%0.47%Q2 2022Q3 20233
TWO SIGMA SECURITIES, LLC 110.00%0.02%0.05%Q2 2017Q4 20193
Hillcrest Asset Management LLC 112.35%2.50%2.66%Q4 2010Q1 20163
BDO Wealth Advisors, LLC 330.00%0.00%0.00%Q1 2019Q3 20193
LOOMIS SAYLES & CO L P 210.00%0.01%0.02%Q2 2013Q3 20153
TWO SIGMA ADVISERS, LP 210.00%0.00%0.00%Q3 2013Q3 20153
Psagot Value Holdings Ltd. / (Israel) 330.00%0.00%0.00%Q1 2023Q3 20233
Pine River Capital Management L.P. 330.02%0.02%0.03%Q3 2014Q1 20153
Centiva Capital, LP 110.01%0.02%0.05%Q4 2017Q1 20213
Cresset Asset Management, LLC 210.00%0.00%0.01%Q4 2018Q3 20233
WOLVERINE TRADING, LLC 210.00%0.00%0.00%Q1 2018Q4 20183
WEALTHCARE CAPITAL MANAGEMENT LLC 210.00%0.00%0.00%Q1 2015Q1 20213
MML INVESTORS SERVICES, LLC 210.00%0.00%0.00%Q1 2021Q3 20233
361 CAPITAL LLC 210.37%0.40%0.47%Q2 2018Q2 20193
PALLADIUM PARTNERS LLC 210.00%0.00%0.00%Q2 2013Q1 20143
EverSource Wealth Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Quadrature Capital Ltd 110.01%0.01%0.02%Q3 2020Q3 20233
Financial Gravity Companies, Inc. 210.01%0.01%0.01%Q4 2017Q4 20183
MACKAY SHIELDS LLC 330.00%0.01%0.02%Q3 2018Q1 20193
Aptus Capital Advisors, LLC 330.06%0.08%0.09%Q1 2023Q3 20233
Versor Investments LP 330.01%0.01%0.02%Q3 2021Q1 20223
FIRST CITIZENS BANK & TRUST CO 330.04%0.05%0.06%Q3 2015Q1 20163
Jump Financial, LLC 210.02%0.04%0.06%Q4 2022Q3 20233
Spark Investment Management LLC 210.09%0.14%0.17%Q2 2014Q4 20193
BRASADA CAPITAL MANAGEMENT, LP 210.06%0.06%0.06%Q4 2017Q3 20183
Kessler Investment Group, LLC 330.16%0.17%0.19%Q4 2015Q2 20163
Jupiter Investment Management Ltd 210.01%0.02%0.03%Q4 2014Q3 20193
ASSETMARK, INC 110.00%0.00%0.00%Q2 2017Q4 20203
XTX Topco Ltd 210.08%0.09%0.11%Q3 2022Q2 20233
Harvest Fund Management Co., Ltd 330.01%0.02%0.04%Q4 2018Q2 20193
OXFORD ASSET MANAGEMENT LLP 220.01%0.01%0.01%Q2 2018Q3 20182
Key FInancial Inc 220.00%0.00%0.00%Q2 2023Q3 20232
ROPES WEALTH ADVISORS LLC 220.00%0.00%0.00%Q3 2017Q4 20172
TORONTO DOMINION BANK 220.00%0.00%0.00%Q4 2021Q1 20222
Capital Advisors, Ltd. LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Brinker Capital Investments, LLC 220.01%0.01%0.01%Q3 2022Q4 20222
WealthPLAN Partners, LLC 220.00%0.00%0.01%Q1 2023Q2 20232
Personal Wealth Partners 220.00%0.00%0.00%Q3 2019Q4 20192
TD Waterhouse Canada Inc. 220.00%0.00%0.00%Q1 2023Q2 20232
Hightower 6M Holding, LLC 220.02%0.02%0.02%Q1 2022Q2 20222
MHI Funds, LLC 220.15%0.15%0.16%Q4 2017Q1 20182
OLD MISSION CAPITAL LLC 110.09%0.10%0.12%Q1 2021Q1 20222
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
Wilmington Trust, National Association 220.01%0.01%0.01%Q1 2014Q2 20142
Tibra Equities Europe Ltd 110.08%0.21%0.34%Q4 2017Q4 20192
AEGON ASSET MANAGEMENT UK PLC 220.04%0.04%0.04%Q2 2015Q3 20152
SWS Partners 220.00%0.00%0.01%Q4 2017Q1 20182
JNBA Financial Advisors 220.00%0.00%0.00%Q1 2021Q2 20212
PARADIGM ASSET MANAGEMENT CO LLC 220.11%0.12%0.12%Q4 2016Q1 20172
FULLER & THALER ASSET MANAGEMENT, INC. 220.00%0.00%0.00%Q1 2015Q2 20152
MV CAPITAL MANAGEMENT, INC. 220.00%0.00%0.00%Q1 2015Q2 20152
Summit Financial, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Haverford Trust Co 220.01%0.01%0.01%Q2 2013Q3 20132
Alpine Global Management, LLC 110.00%0.25%0.50%Q2 2015Q4 20152
MERCER GLOBAL ADVISORS INC /ADV 110.00%0.00%0.00%Q2 2021Q3 20232
Wellington Shields Capital Management, LLC 220.14%0.17%0.19%Q4 2016Q1 20172
FORVIS Wealth Advisors, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
BlueCrest Capital Management LLP 220.01%0.02%0.02%Q1 2014Q2 20142
Douglas C. Lane & Associates, Inc. 110.01%0.01%0.01%Q2 2014Q4 20142
EHP Funds Inc. 220.15%0.15%0.15%Q2 2023Q3 20232
KWMG, LLC 220.12%0.13%0.14%Q1 2016Q2 20162
Dorsey Wright & Associates 220.08%0.08%0.09%Q1 2023Q2 20232
Steward Financial Group LLC 110.00%0.00%0.00%Q2 2022Q3 20232
Bowling Portfolio Management LLC 220.30%0.31%0.33%Q2 2018Q3 20182
MENTA CAPITAL LLC 110.06%0.15%0.24%Q2 2014Q2 20182
AIGEN INVESTMENT MANAGEMENT, LP 110.18%0.28%0.38%Q4 2019Q3 20202
Orion Portfolio Solutions, LLC 110.00%0.00%0.00%Q2 2020Q1 20232
Zurich Insurance Group Ltd/FI 220.02%0.03%0.03%Q3 2017Q4 20172
CIBC Private Wealth Group, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
Quotient Investors, LLC 110.06%0.19%0.33%Q1 2014Q2 20152
BRC Investment Management LLC 220.09%0.10%0.12%Q4 2014Q1 20152
Gateway Advisory, LLC 220.06%0.06%0.06%Q1 2019Q2 20192
Gradient Investments LLC 220.00%0.00%0.00%Q4 2013Q1 20142
Virtu Financial LLC 110.02%0.02%0.03%Q4 2018Q4 20192
LEUTHOLD GROUP, LLC 220.12%0.14%0.15%Q3 2014Q4 20142
City State Bank 220.00%0.00%0.00%Q2 2023Q3 20232
INTREPID CAPITAL MANAGEMENT INC 220.02%0.03%0.03%Q2 2023Q3 20232
Dixon Hughes Goodman Wealth Advisors LLC 220.06%0.06%0.06%Q4 2021Q1 20222
ELEMENT CAPITAL MANAGEMENT LLC 220.19%0.19%0.19%Q2 2023Q3 20232
GAM Holding AG 110.01%0.02%0.02%Q4 2015Q2 20172
Emerald Acquisition Ltd. 220.01%0.02%0.02%Q2 2016Q3 20162
Tradition Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
WESBANCO BANK INC 220.06%0.07%0.07%Q4 2016Q1 20172
AGF MANAGEMENT LTD 220.00%0.00%0.01%Q2 2023Q3 20232
HWG Holdings LP 111.28%1.64%2.00%Q2 2014Q1 20162
SYSTEMATIC FINANCIAL MANAGEMENT LP 110.01%0.02%0.02%Q2 2013Q3 20152
TRANSCEND CAPITAL ADVISORS, LLC 220.06%0.07%0.07%Q4 2019Q1 20202
Bridgefront Capital, LLC 110.12%0.15%0.18%Q4 2020Q4 20222
Financial Management Professionals, Inc. 110.00%0.00%0.00%Q2 2021Q2 20232
Brookfield Asset Management 110.06%0.12%0.17%Q1 2021Q4 20212
Longbow Capital Partners, L.P. 224.58%4.72%4.85%Q4 2015Q1 20162
Copper Rock Capital Partners, LLC 221.82%2.04%2.26%Q2 2015Q3 20152
WELD CAPITAL MANAGEMENT LLC 110.17%0.39%0.62%Q2 2020Q4 20202
MQS Management LLC 220.15%0.16%0.17%Q2 2023Q3 20232
ZACKS INVESTMENT MANAGEMENT 110.01%0.01%0.02%Q2 2014Q1 20152
CAPITAL FUND MANAGEMENT S.A. 110.00%0.01%0.01%Q2 2014Q3 20192
Absolute Return Capital, LLC 220.00%0.01%0.02%Q1 2014Q2 20142
Lighthouse Investment Partners, LLC 220.53%0.63%0.74%Q2 2023Q3 20232
CAROLINAS WEALTH CONSULTING LLC 220.00%0.00%0.00%Q1 2023Q2 20232
First National Bank of South Miami 220.01%0.01%0.02%Q4 2021Q1 20222
Opus Capital Group, LLC 220.95%1.00%1.05%Q3 2014Q4 20142
Quantinno Capital Management LP 110.37%0.38%0.40%Q4 2018Q4 20192
Summit Trail Advisors, LLC 220.02%0.03%0.04%Q4 2017Q1 20182
ACADIAN ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q2 2014Q2 20212
PRUDENTIAL PLC 220.01%0.01%0.01%Q2 2023Q3 20232
DREMAN VALUE MANAGEMENT, L L C 220.01%0.01%0.01%Q3 2014Q4 20142
Brookstone Capital Management 220.00%0.00%0.00%Q2 2015Q3 20152
Checchi Capital Advisers, LLC 220.00%0.00%0.01%Q1 2016Q2 20162
KOCH INDUSTRIES INC 220.04%0.05%0.06%Q4 2017Q1 20182
Avior Wealth Management, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
UMB Bank, n.a. 220.00%0.00%0.00%Q4 2021Q1 20222
Stonebridge Capital Advisors LLC 220.01%0.01%0.01%Q2 2019Q3 20192
Dai-ichi Life Insurance Company, Ltd 220.05%0.05%0.06%Q2 2017Q3 20172
Alera Investment Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
THOMPSON SIEGEL & WALMSLEY LLC 110.00%0.00%0.00%Q4 2016Q4 20161
West Tower Group, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
CAMBRIDGE TRUST CO 110.00%0.00%0.00%Q4 2021Q4 20211
Cohen Capital Management, Inc. 110.00%0.00%0.00%Q1 2017Q1 20171
Avion Wealth 110.00%0.00%0.00%Q3 2023Q3 20231
HARBOR INVESTMENT ADVISORY, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
SIGNET FINANCIAL MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Aaron Wealth Advisors LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Sonora Investment Management, LLC 110.01%0.01%0.01%Q3 2015Q3 20151
AllSquare Wealth Management LLC 110.03%0.03%0.03%Q3 2019Q3 20191
Quarry LP 110.01%0.01%0.01%Q2 2023Q2 20231
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Accel Wealth Management 110.01%0.01%0.01%Q1 2021Q1 20211
SUNTRUST BANKS INC 110.00%0.00%0.00%Q1 2014Q1 20141
Equitable Holdings, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
INCEPTIONR LLC 110.26%0.26%0.26%Q1 2023Q1 20231
DIVIDEND ASSETS CAPITAL, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Leucadia National 110.01%0.01%0.01%Q4 2022Q4 20221
PATTON ALBERTSON MILLER GROUP, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Monashee Investment Management LLC 110.83%0.83%0.83%Q4 2019Q4 20191
Grey Fox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Cordant, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
EXENCIAL WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q1 2013Q1 20131
LGT Financial Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Principle Wealth Partners LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Fieldpoint Private Securities, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Executive Wealth Management, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
NATIONAL BANK OF CANADA /FI/ 110.00%0.00%0.00%Q2 2023Q2 20231
Opes Wealth Management LLC 110.08%0.08%0.08%Q4 2021Q4 20211
Accurate Wealth Management, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Advisors Preferred, LLC 110.01%0.01%0.01%Q2 2014Q2 20141
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q1 2017Q1 20171
Boston Common Asset Management, LLC 110.12%0.12%0.12%Q4 2016Q4 20161
Winfield Associates, Inc. 110.00%0.00%0.00%Q2 2017Q2 20171
Zimmer Partners, LP 110.06%0.06%0.06%Q3 2023Q3 20231
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 110.01%0.01%0.01%Q2 2013Q2 20131
Bartlett & Co. LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Irish Life Investment Managers Ltd. 110.00%0.00%0.00%Q2 2013Q2 20131
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 110.00%0.00%0.00%Q3 2014Q3 20141
Mitsubishi UFJ Asset Management Co., Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Crestwood Advisors Group, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Capital Bank & Trust Co 110.00%0.00%0.00%Q3 2019Q3 20191
Castle Financial & Retirement Planning Associates, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
SHAPIRO ROBERT N 110.01%0.01%0.01%Q2 2013Q2 20131
Magnetar Financial LLC 110.02%0.02%0.02%Q3 2023Q3 20231
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 110.01%0.01%0.01%Q3 2021Q3 20211
Acrospire Investment Management LLC 110.01%0.01%0.01%Q2 2017Q2 20171
Santa Fe Partners LLC 110.04%0.04%0.04%Q1 2014Q1 20141
Cable Hill Partners, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Twin Tree Management, LP 110.00%0.00%0.00%Q4 2018Q4 20181
Hatteras Investment Partners, LP 111.53%1.53%1.53%Q1 2016Q1 20161
Invictus RG 110.19%0.19%0.19%Q2 2017Q2 20171
Shelter Harbor Advisors, LP 112.38%2.38%2.38%Q4 2017Q4 20171
iSAM Funds (UK) Ltd 110.28%0.28%0.28%Q2 2023Q2 20231
ADAMS DIVERSIFIED EQUITY FUND, INC. 110.03%0.03%0.03%Q4 2018Q4 20181
MAGNOLIA CAPITAL MANAGEMENT LTD 110.00%0.00%0.00%Q4 2022Q4 20221
Wealthsimple US, Ltd. 110.20%0.20%0.20%Q4 2019Q4 20191
FORT, L.P. 110.00%0.00%0.00%Q3 2018Q3 20181
Assenagon Asset Management S.A. 110.01%0.01%0.01%Q3 2019Q3 20191
ZEKE CAPITAL ADVISORS, LLC 110.02%0.02%0.02%Q4 2017Q4 20171
COLUMBIA CAPITAL LLC 111.18%1.18%1.18%Q4 2014Q4 20141
Coe Capital Management, LLC 110.76%0.76%0.76%Q3 2016Q3 20161
Ground Swell Capital, LLC 110.02%0.02%0.02%Q3 2014Q3 20141
Mezzasalma Advisors, LLC 110.18%0.18%0.18%Q2 2023Q2 20231
Amalgamated Financial Corp. 110.02%0.02%0.02%Q1 2022Q1 20221
OGOREK ANTHONY JOSEPH /NY/ /ADV 110.01%0.01%0.01%Q4 2017Q4 20171
PACES FERRY WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Simply Money Advisors 110.00%0.00%0.00%Q2 2013Q2 20131
Csenge Advisory Group 110.00%0.00%0.00%Q3 2018Q3 20181
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
Pinnacle Wealth Advisors 110.00%0.00%0.00%Q2 2021Q2 20211
FIRST HORIZON CORP 110.00%0.00%0.00%Q4 2020Q4 20201
Values First Advisors, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Electron Capital Partners, LLC 110.25%0.25%0.25%Q1 2016Q1 20161
First Horizon Advisors, Inc. 110.00%0.00%0.00%Q1 2015Q1 20151
Lebenthal Holdings,LLC 110.54%0.54%0.54%Q2 2016Q2 20161
One Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Nebula Research & Development LLC 110.28%0.28%0.28%Q3 2023Q3 20231
CIBC WORLD MARKETS CORP 110.00%0.00%0.00%Q1 2021Q1 20211
My Personal CFO, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Virtus Fund Advisers, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
Retireful, LLC 110.09%0.09%0.09%Q1 2023Q1 20231
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 110.00%0.00%0.00%Q4 2018Q4 20181
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
GSB Podium Advisors, LLC 117.33%7.33%7.33%Q2 2013Q2 20131
Covalis Capital LLP 111.86%1.86%1.86%Q4 2017Q4 20171
J. W. Coons Advisors, LLC 110.06%0.06%0.06%Q1 2023Q1 20231
First Capital Advisors Group, LLC. 110.00%0.00%0.00%Q1 2018Q1 20181
SPRING CREEK CAPITAL LLC 110.06%0.06%0.06%Q2 2018Q2 20181
AMERICAFIRST CAPITAL MANAGEMENT, LLC 110.60%0.60%0.60%Q3 2017Q3 20171
LUCUS ADVISORS LLC 110.13%0.13%0.13%Q1 2015Q1 20151
V-Square Quantitative Management LLC 110.01%0.01%0.01%Q2 2023Q2 20231
LMR Partners LLP 110.02%0.02%0.02%Q2 2023Q2 20231
Geneva Advisors, LLC 110.02%0.02%0.02%Q4 2015Q4 20151
Visionary Asset Management, Inc. 110.00%0.00%0.00%Q2 2014Q2 20141
Red Door Wealth Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Karp Capital Management Corp 110.02%0.02%0.02%Q1 2017Q1 20171
Maven Securities LTD 110.03%0.03%0.03%Q4 2020Q4 20201
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
FNY Managed Accounts LLC 110.16%0.16%0.16%Q1 2017Q1 20171
Global Financial Private Capital, Inc 110.01%0.01%0.01%Q4 2017Q4 20171
Index Management Solutions, LLC 110.02%0.02%0.02%Q3 2014Q3 20141
Banco BTG Pactual S.A. 110.42%0.42%0.42%Q3 2016Q3 20161
QRG CAPITAL MANAGEMENT, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
DENALI ADVISORS LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CAPSTONE INVESTMENT ADVISORS, LLC 110.01%0.01%0.01%Q2 2017Q2 20171
Claraphi Advisory Network, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Crestline Management, LP 110.45%0.45%0.45%Q3 2016Q3 20161
Spot Trading L.L.C 110.01%0.01%0.01%Q1 2017Q1 20171
BEDEL FINANCIAL CONSULTING INC 110.05%0.05%0.05%Q3 2023Q3 20231
Pinz Capital Management, LP 111.54%1.54%1.54%Q4 2019Q4 20191
Alberta Investment Management Corp 110.00%0.00%0.00%Q2 2022Q2 20221
Ballentine Partners, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
National Wealth Management Group, LLC 110.47%0.47%0.47%Q4 2022Q4 20221
GLOBEFLEX CAPITAL L P 110.00%0.00%0.00%Q1 2019Q1 20191
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
OLD MISSION CAPITAL, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Community Bank, N.A. 110.00%0.00%0.00%Q2 2022Q2 20221
U S GLOBAL INVESTORS INC 110.22%0.22%0.22%Q1 2015Q1 20151
State of New Jersey Common Pension Fund A 110.01%0.01%0.01%Q1 2014Q1 20141
Spire Wealth Management 110.00%0.00%0.00%Q4 2022Q4 20221
Coann Capital LLC 112.81%2.81%2.81%Q1 2022Q1 20221
CITIZENS FINANCIAL GROUP INC/RI 110.00%0.00%0.00%Q4 2019Q4 20191
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q2 2020Q2 20201
MARSHALL WACE, LLP 110.00%0.00%0.00%Q1 2016Q1 20161
Man Investments Ltd 110.34%0.34%0.34%Q2 2014Q2 20141
WASHINGTON TRUST Co 110.00%0.00%0.00%Q4 2021Q4 20211
CHILDRESS CAPITAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Allegis Investment Advisors, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
MONETA GROUP INVESTMENT ADVISORS LLC 110.00%0.00%0.00%Q2 2018Q2 20181
First Pacific Advisors, LP 110.04%0.04%0.04%Q4 2020Q4 20201
BOOTHBAY FUND MANAGEMENT, LLC 110.04%0.04%0.04%Q2 2020Q2 20201
PrairieView Partners, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
SouthState Corp 110.00%0.00%0.00%Q3 2021Q3 20211
Farmer Steven Patrick 110.30%0.30%0.30%Q2 2022Q2 20221
Jane Street Holding, LLC 110.00%0.00%0.00%Q3 2013Q3 20131
Genus Capital Management Inc. 110.42%0.42%0.42%Q2 2023Q2 20231
COLONY GROUP LLC 110.01%0.01%0.01%Q2 2015Q2 20151
Atria Wealth Solutions, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Strategic Wealth Partners, Ltd. 110.05%0.05%0.05%Q4 2021Q4 20211
TOBIAS FINANCIAL ADVISORS, INC. 110.01%0.01%0.01%Q4 2019Q4 20191
SOCIETE GENERALE 110.02%0.02%0.02%Q2 2016Q2 20161
Destiny Wealth Partners, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Bluefin Trading, LLC 110.04%0.04%0.04%Q4 2015Q4 20151
Parkside Financial Bank & Trust 110.01%0.01%0.01%Q3 2015Q3 20151
Summit Global Investments 110.12%0.12%0.12%Q1 2020Q1 20201
PCA Investment Advisory Services Inc. 110.04%0.04%0.04%Q2 2023Q2 20231
Kingsview Wealth Management, LLC 110.03%0.03%0.03%Q2 2020Q2 20201
HARBOUR INVESTMENTS, INC. 110.00%0.00%0.00%Q3 2021Q3 20211
Pinnacle Wealth Planning Services, Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
Gyon Technologies Capital Management, LP 111.44%1.44%1.44%Q2 2020Q2 20201
CARLSON CAPITAL L P 110.60%0.60%0.60%Q4 2019Q4 20191
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
ADAMS NATURAL RESOURCES FUND, INC. 111.40%1.40%1.40%Q2 2013Q2 20131
COWEN INC. 110.01%0.01%0.01%Q1 2016Q1 20161
Pictet Asset Management Holding SA 110.00%0.00%0.00%Q3 2023Q3 20231
External links

This page lists all the filers that currently own NEW JERSEY RES or have owned NEW JERSEY RES in the past.