NEXTERA ENERGY PARTNERS LP shareholder history

Current and past NEXTERA ENERGY PARTNERS LP shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Citadel Advisors 38380.00%0.00%0.02%Q2 2014Q3 202380
SUSQUEHANNA INTERNATIONAL GROUP, LLP 35350.00%0.00%0.01%Q1 2015Q3 202378
Cutler Group LLC / CA 2410.00%0.00%0.03%Q4 2015Q3 202365
WOLVERINE TRADING, LLC 910.00%0.00%0.01%Q2 2016Q3 202350
GOLDMAN SACHS GROUP INC 3310.00%0.01%0.05%Q1 2015Q3 202350
ROYAL BANK OF CANADA 37370.00%0.01%0.04%Q3 2014Q3 202348
PEAK6 Investments LLC 1910.00%0.01%0.04%Q3 2018Q3 202345
CITIGROUP INC 37370.00%0.00%0.03%Q3 2014Q3 202344
Nuveen Asset Management, LLC 3150.00%0.02%0.13%Q3 2014Q3 202344
WELLS FARGO & COMPANY/MN 37370.00%0.00%0.01%Q3 2014Q3 202342
DEUTSCHE BANK AG\ 1850.00%0.00%0.02%Q3 2014Q3 202341
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202341
BANK OF AMERICA CORP /DE/ 37370.00%0.00%0.01%Q3 2014Q3 202339
CREDIT SUISSE AG/ 37370.00%0.01%0.04%Q3 2014Q3 202339
BARCLAYS PLC 2540.00%0.01%0.04%Q3 2014Q3 202338
Energy Income Partners, LLC 37370.44%3.70%6.50%Q3 2014Q3 202337
JENNISON ASSOCIATES LLC 37370.02%0.12%0.20%Q3 2014Q3 202337
FMR LLC 37370.00%0.02%0.05%Q3 2014Q3 202337
BlackRock Inc. 37370.00%0.00%0.02%Q3 2014Q3 202337
Neuberger Berman Group LLC 37370.00%0.27%0.46%Q3 2014Q3 202337
GABELLI FUNDS LLC 37370.01%0.08%0.24%Q3 2014Q3 202337
MORGAN STANLEY 37370.00%0.01%0.01%Q3 2014Q3 202337
REAVES W H & CO INC 37370.02%1.05%3.28%Q2 2014Q2 202337
TORTOISE CAPITAL ADVISORS, L.L.C. 37370.00%0.78%3.22%Q3 2014Q3 202337
VANGUARD GROUP INC 36360.00%0.00%0.00%Q4 2014Q3 202336
FIFTH THIRD BANCORP 36360.00%0.00%0.00%Q4 2014Q3 202336
JPMORGAN CHASE & CO 36360.00%0.00%0.00%Q4 2014Q3 202336
STATE STREET CORP 36360.00%0.00%0.00%Q4 2014Q3 202336
Swiss National Bank 36360.00%0.01%0.01%Q4 2014Q3 202336
COHEN & STEERS, INC. 2790.00%0.01%0.06%Q3 2014Q3 202336
SEARLE & CO. 36360.49%1.35%3.18%Q4 2014Q3 202336
NORTHERN TRUST CORP 35350.00%0.00%0.00%Q1 2015Q3 202335
GREAT WEST LIFE ASSURANCE CO /CAN/ 19160.00%0.00%0.00%Q4 2014Q3 202335
FIRST TRUST ADVISORS LP 35350.00%0.02%0.06%Q1 2015Q3 202335
JANE STREET GROUP, LLC 1520.00%0.00%0.00%Q2 2018Q3 202334
BEACH INVESTMENT COUNSEL INC/PA 2680.33%6.99%13.38%Q2 2015Q4 202334
EATON VANCE MANAGEMENT 33330.00%0.05%0.09%Q3 2014Q3 202233
MAI Capital Management 3120.02%0.11%0.27%Q1 2015Q3 202333
JOHNSON INVESTMENT COUNSEL INC 33330.01%0.01%0.02%Q3 2015Q3 202333
US BANCORP \DE\ 33330.00%0.00%0.00%Q3 2015Q3 202333
Zurcher Kantonalbank (Zurich Cantonalbank) 33330.00%0.00%0.01%Q3 2015Q3 202333
Eventide Asset Management 33330.00%1.46%2.17%Q3 2015Q3 202333
Bank of New York Mellon Corp 3120.00%0.02%0.04%Q2 2015Q3 202333
TD ASSET MANAGEMENT INC 2220.00%0.00%0.01%Q3 2014Q3 202332
MILLENNIUM MANAGEMENT LLC 910.00%0.01%0.05%Q3 2014Q3 202332
Artemis Investment Management LLP 2750.02%0.44%1.19%Q3 2015Q3 202332
A. D. Beadell Investment Counsel, Inc. 32321.13%5.84%7.27%Q4 2015Q3 202332
MILLER HOWARD INVESTMENTS INC /NY 32320.03%0.10%0.22%Q4 2015Q3 202332
GLENMEDE TRUST CO NA 32320.00%0.02%0.03%Q4 2015Q3 202332
PNC FINANCIAL SERVICES GROUP, INC. 2320.00%0.00%0.00%Q2 2015Q3 202331
RAYMOND JAMES & ASSOCIATES 2740.00%0.02%0.04%Q4 2014Q3 202331
PEAK6 Group LLC 760.00%0.00%0.02%Q1 2015Q2 201831
TEACHER RETIREMENT SYSTEM OF TEXAS 17130.00%0.06%0.26%Q3 2014Q3 202330
IFP Advisors, Inc 17130.00%0.00%0.02%Q1 2016Q3 202330
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 30300.00%0.02%0.04%Q3 2014Q4 202130
MONETARY MANAGEMENT GROUP INC 30300.16%0.61%1.34%Q2 2016Q3 202330
Boston Common Asset Management, LLC 2910.01%0.14%0.63%Q3 2015Q2 202330
PRICE T ROWE ASSOCIATES INC /MD/ 29290.00%0.01%0.02%Q3 2016Q3 202329
Cubist Systematic Strategies, LLC 1810.00%0.02%0.08%Q1 2016Q3 202329
BNP PARIBAS FINANCIAL MARKETS 27270.00%0.00%0.01%Q1 2017Q3 202329
HighTower Advisors, LLC 29290.01%0.05%0.11%Q3 2016Q3 202329
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 2710.02%2.57%5.06%Q3 2015Q3 202328
EVERGREEN CAPITAL MANAGEMENT LLC 28280.22%0.72%1.93%Q4 2016Q3 202328
TIEDEMANN ADVISORS, LLC 28280.10%0.75%1.48%Q1 2016Q4 202228
Baird Financial Group, Inc. 28280.01%0.04%0.10%Q4 2016Q3 202328
Versant Capital Management, Inc 28280.01%0.01%0.02%Q4 2015Q3 202228
Citizens Business Bank 28280.05%0.28%0.41%Q3 2016Q2 202328
FIRST MANHATTAN CO. LLC. 28280.00%0.02%0.24%Q4 2016Q3 202328
KAYNE ANDERSON CAPITAL ADVISORS LP 28280.05%1.90%4.56%Q4 2016Q3 202328
TWO SIGMA INVESTMENTS, LP 1010.00%0.01%0.06%Q4 2014Q1 202328
TEALWOOD ASSET MANAGEMENT INC 17100.30%0.79%1.36%Q1 2017Q4 202327
ADELL HARRIMAN & CARPENTER INC 27270.08%0.61%1.09%Q1 2017Q3 202327
BANK OF MONTREAL /CAN/ 2320.00%0.00%0.02%Q3 2016Q3 202327
ClearBridge Investments Ltd 17100.07%3.00%7.91%Q4 2015Q3 202327
1832 Asset Management L.P. 27270.02%0.22%0.42%Q1 2017Q3 202327
ENVESTNET ASSET MANAGEMENT INC 2070.00%0.00%0.01%Q4 2016Q3 202327
LOOMIS SAYLES & CO L P 27270.00%0.02%0.04%Q3 2016Q1 202327
Gilman Hill Asset Management, LLC 26260.06%0.18%0.29%Q2 2017Q3 202326
AMERIPRISE FINANCIAL INC 1310.00%0.01%0.03%Q3 2014Q3 202326
Ecofin Advisors Ltd 2510.07%3.69%8.35%Q2 2014Q4 202026
Legal & General Group Plc 26260.00%0.00%0.01%Q2 2017Q3 202326
Geneos Wealth Management Inc. 2420.00%0.00%0.00%Q3 2016Q3 202326
WESTWOOD HOLDINGS GROUP INC 1310.00%0.01%0.02%Q3 2015Q3 202326
SEI INVESTMENTS CO 1510.00%0.01%0.02%Q4 2014Q2 202325
MANUFACTURERS LIFE INSURANCE COMPANY, THE 15100.00%0.00%0.01%Q4 2014Q3 202325
BOOTHBAY FUND MANAGEMENT, LLC 1730.01%0.03%0.06%Q2 2018Q3 202325
Aveo Capital Partners, LLC 1310.03%0.15%0.23%Q1 2017Q3 202325
ROOSEVELT INVESTMENT GROUP LLC 25250.04%0.22%0.46%Q3 2016Q3 202225
STEPHENS INC /AR/ 25250.01%0.01%0.02%Q3 2017Q3 202325
NATIXIS 24240.01%0.06%0.16%Q4 2017Q3 202325
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 2320.00%0.01%0.01%Q4 2014Q1 202125
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 24240.00%0.02%0.39%Q4 2017Q3 202324
DUFF & PHELPS INVESTMENT MANAGEMENT CO 24240.40%0.69%0.91%Q2 2017Q1 202324
TELEMUS CAPITAL, LLC 24240.03%0.11%0.14%Q4 2017Q3 202324
Electron Capital Partners, LLC 1710.04%2.93%7.69%Q3 2014Q3 202324
UBS ASSET MANAGEMENT AMERICAS INC 24240.00%0.00%0.01%Q4 2017Q3 202324
Texas Yale Capital Corp. 24240.12%0.32%0.47%Q4 2017Q3 202324
Van Hulzen Asset Management, LLC 1860.03%0.09%0.26%Q1 2015Q3 202324
BRASADA CAPITAL MANAGEMENT, LP 24240.09%1.37%1.87%Q4 2017Q3 202324
GW&K Investment Management, LLC 24240.00%0.42%0.53%Q4 2017Q3 202324
Lee Financial Co 24240.00%0.29%0.48%Q4 2017Q3 202324
Stratos Wealth Partners, LTD. 24240.01%0.01%0.01%Q3 2017Q2 202324
Salient Capital Advisors, LLC 23230.04%0.90%2.67%Q1 2017Q3 202223
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 23230.00%0.01%0.01%Q3 2016Q1 202223
STIFEL FINANCIAL CORP 23230.00%0.01%0.01%Q1 2018Q3 202323
NEUMEIER POMA INVESTMENT COUNSEL LLC 23231.40%3.21%4.94%Q1 2018Q3 202323
Otter Creek Advisors, LLC 2011.53%2.46%4.66%Q2 2017Q2 202323
Renaissance Technologies 910.00%0.01%0.04%Q4 2014Q1 202323
Doyle Wealth Management 23230.26%1.15%1.96%Q1 2017Q3 202223
Patten Group, Inc. 13100.01%0.06%0.15%Q4 2015Q2 202323
Tower Research Capital LLC (TRC) 510.00%0.01%0.05%Q1 2015Q3 202322
COMMONWEALTH EQUITY SERVICES, LLC 22220.00%0.00%0.01%Q2 2018Q3 202322
FIDUCIARY TRUST CO 22220.00%0.01%0.01%Q2 2018Q3 202322
BROWN ADVISORY INC 1390.00%0.00%0.00%Q1 2018Q3 202322
Bartlett & Co. LLC 870.00%0.00%0.02%Q1 2018Q4 202322
BROWN BROTHERS HARRIMAN & CO 1930.00%0.01%0.01%Q2 2016Q3 202322
SCHRODER INVESTMENT MANAGEMENT GROUP 1930.00%0.00%0.00%Q4 2014Q1 202122
J.P. Morgan Private Wealth Advisors LLC 22220.00%0.01%0.03%Q2 2018Q3 202322
ALPS ADVISORS INC 21210.01%0.23%0.52%Q3 2018Q3 202321
Russell Investments Group, Ltd. 1610.00%0.01%0.02%Q4 2016Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.03%Q3 2018Q3 202321
Tradewinds Capital Management, LLC 21210.00%0.00%0.01%Q1 2017Q1 202221
OPPENHEIMER & CO INC 1650.01%0.03%0.06%Q4 2015Q3 202321
JUPITER ASSET MANAGEMENT LTD 21210.01%0.16%0.49%Q3 2018Q3 202321
SG Americas Securities, LLC 1130.00%0.02%0.14%Q4 2016Q3 202321
ADVISORY RESEARCH INC 21210.02%0.18%0.38%Q2 2014Q2 201921
GSA CAPITAL PARTNERS LLP 1010.02%0.09%0.28%Q3 2015Q3 202321
SECURIAN ASSET MANAGEMENT, INC 21210.04%0.05%0.07%Q2 2017Q2 202221
Mirae Asset Global Investments Co., Ltd. 21210.00%0.01%0.01%Q3 2018Q3 202321
ClearBridge Investments 1820.01%0.02%0.04%Q3 2014Q2 202320
Raymond James Financial Services Advisors, Inc. 1910.00%0.01%0.02%Q3 2018Q3 202320
Beach Investment Management, LLC. 20201.31%8.15%15.97%Q2 2015Q1 202020
Atria Investments, Inc 1280.01%0.03%0.05%Q2 2018Q2 202320
Elmwood Wealth Management, Inc. 820.32%0.60%0.85%Q1 2018Q3 202320
LADENBURG THALMANN FINANCIAL SERVICES INC. 20200.00%0.00%0.00%Q1 2015Q4 201920
DIVIDEND ASSETS CAPITAL, LLC 20200.10%0.54%0.91%Q4 2018Q3 202320
ESSEX INVESTMENT MANAGEMENT CO LLC 20200.00%0.01%0.10%Q4 2018Q3 202320
Fort Sheridan Advisors LLC 20200.39%0.76%1.08%Q4 2018Q3 202320
Invesco Ltd. 1190.00%0.00%0.00%Q1 2017Q3 202320
Mariner, LLC 20200.01%0.03%0.06%Q4 2018Q3 202320
BESSEMER GROUP INC 1610.00%0.00%0.00%Q1 2016Q3 202320
MARSHALL WACE, LLP 710.00%0.05%0.20%Q4 2014Q3 202320
ELCO Management Co., LLC 19190.19%0.28%0.35%Q1 2019Q3 202319
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 820.00%0.15%0.93%Q3 2014Q3 202319
Bramshill Investments, LLC 19190.09%0.25%0.50%Q1 2019Q3 202319
Rockefeller Capital Management L.P. 19190.00%0.04%0.07%Q1 2019Q3 202319
NICOLA WEALTH MANAGEMENT LTD. 19190.11%0.51%1.00%Q1 2019Q3 202319
Steward Partners Investment Advisory, LLC 1810.00%0.02%0.04%Q1 2018Q3 202319
Global Retirement Partners, LLC 1630.00%0.01%0.01%Q1 2017Q3 202319
CIBC Private Wealth Group, LLC 1310.02%0.14%0.24%Q3 2014Q3 202319
WILLIAMS JONES & ASSOCIATES LLC 19190.01%0.08%0.21%Q4 2014Q2 201919
LPL Financial LLC 19190.00%0.00%0.00%Q1 2019Q3 202319
CORRADO ADVISORS, LLC 1450.19%0.42%1.13%Q1 2017Q3 202319
Janney Montgomery Scott LLC 1710.00%0.01%0.02%Q3 2018Q3 202318
Coastline Trust Co 18180.03%0.65%1.28%Q2 2019Q3 202318
GAMCO INVESTORS, INC. ET AL 18180.01%0.06%0.08%Q2 2019Q3 202318
WEXFORD CAPITAL LP 810.06%0.62%1.86%Q3 2016Q3 202318
Candriam S.C.A. 18180.01%0.12%0.27%Q2 2019Q3 202318
Jacobi Capital Management LLC 18180.03%0.08%0.10%Q2 2019Q3 202318
Advisors Asset Management, Inc. 1350.00%0.01%0.02%Q2 2017Q3 202318
AllSquare Wealth Management LLC 18180.02%0.06%0.07%Q2 2019Q3 202318
Osborn Williams & Donohoe LLC 1220.04%0.05%0.06%Q1 2015Q4 201918
Enterprise Bank & Trust Co 18180.08%1.10%1.34%Q1 2019Q2 202318
NORDEA INVESTMENT MANAGEMENT AB 1440.00%0.01%0.01%Q3 2018Q3 202318
Lehman Financial Resources, Inc. 17170.42%7.39%11.16%Q3 2014Q3 201817
Lehman & Derafelo Financial Resources LLC 17177.47%8.66%9.68%Q4 2018Q4 202217
PARSONS CAPITAL MANAGEMENT INC/RI 17170.08%0.33%0.55%Q3 2019Q3 202317
Executive Wealth Management, LLC 1430.00%0.52%0.78%Q4 2018Q3 202317
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 17170.00%0.00%0.01%Q3 2019Q3 202317
Williams Jones Wealth Management, LLC. 17170.01%0.50%0.62%Q3 2019Q3 202317
NAPLES GLOBAL ADVISORS, LLC 17170.09%0.21%0.26%Q3 2019Q3 202317
Avalon Investment & Advisory 17170.27%0.36%0.47%Q1 2019Q1 202317
American Portfolios Advisors 730.00%0.00%0.00%Q1 2018Q3 202217
HSBC HOLDINGS PLC 980.00%0.00%0.00%Q1 2019Q2 202317
Belpointe Asset Management LLC 16160.02%0.03%0.05%Q4 2019Q3 202316
Quantbot Technologies LP 1110.01%0.08%0.31%Q1 2016Q2 202316
CREDIT AGRICOLE S A 1210.00%0.66%1.36%Q3 2019Q3 202316
REGIONS FINANCIAL CORP 1060.00%0.00%0.01%Q4 2017Q4 202116
State of New Jersey Common Pension Fund D 16160.01%0.01%0.02%Q4 2019Q3 202316
Community Capital Management, LLC 870.01%1.62%4.56%Q4 2018Q2 202316
B & T Capital Management DBA Alpha Capital Management 16160.51%1.34%1.77%Q4 2019Q3 202316
NOMURA HOLDINGS INC 310.00%0.00%0.01%Q3 2015Q2 202316
Creative Planning 1010.00%0.00%0.00%Q1 2016Q3 202315
HBC Financial Services, PLLC 1230.01%0.03%0.05%Q4 2019Q3 202315
GREENWOOD GEARHART INC 15150.70%1.12%1.36%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
SIGNATUREFD, LLC 15150.00%0.00%0.01%Q1 2020Q3 202315
Point72 Asset Management, L.P. 810.01%0.05%0.10%Q3 2014Q3 202315
Premier Fund Managers Ltd 15150.02%1.72%2.97%Q1 2020Q3 202315
ALLIANCEBERNSTEIN L.P. 1110.00%0.00%0.00%Q4 2014Q3 202315
BOWEN HANES & CO INC 15150.01%0.72%0.96%Q1 2020Q3 202315
Parkside Financial Bank & Trust 15150.01%0.03%0.08%Q1 2020Q3 202315
OneAscent Financial Services LLC 810.12%0.44%1.32%Q2 2019Q2 202315
Arizona State Retirement System 15150.01%0.01%0.02%Q1 2020Q3 202315
RAYMOND JAMES TRUST N.A. 15150.01%0.02%0.04%Q1 2020Q3 202315
GREENWOOD CAPITAL ASSOCIATES LLC 15150.05%0.12%0.24%Q1 2020Q3 202315
Clearstead Advisors, LLC 15150.01%0.02%0.03%Q1 2020Q3 202315
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 15150.04%0.06%0.09%Q1 2020Q3 202315
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 15150.02%0.07%0.17%Q4 2017Q2 202115
OSAIC HOLDINGS, INC. 15150.00%0.01%0.03%Q1 2020Q3 202315
Vectors Research Management, LLC 15150.00%0.08%0.18%Q4 2019Q2 202315
SIMPLEX TRADING, LLC 410.00%0.00%0.03%Q4 2014Q3 202215
FIRST MERCANTILE TRUST CO 1320.04%0.12%0.19%Q4 2015Q3 202115
FLAGSHIP HARBOR ADVISORS, LLC 1050.00%0.02%0.03%Q2 2018Q1 202215
M&G INVESTMENT MANAGEMENT LTD 15150.07%0.26%0.57%Q1 2020Q3 202315
Values First Advisors, Inc. 15150.50%0.62%0.76%Q4 2019Q2 202315
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1310.00%0.00%0.00%Q3 2018Q3 202315
CASTLEARK MANAGEMENT LLC 15150.01%0.03%0.06%Q1 2020Q3 202315
TPH Asset Management, LLC 14140.11%0.56%1.15%Q3 2014Q4 201714
Ensign Peak Advisors, Inc 14140.00%0.01%0.03%Q2 2020Q3 202314
WINTON GROUP Ltd 1210.01%0.06%0.18%Q3 2018Q4 202214
WELLINGTON MANAGEMENT GROUP LLP 1310.00%0.00%0.00%Q1 2017Q3 202014
BLAIR WILLIAM & CO/IL 14140.00%0.00%0.01%Q2 2020Q3 202314
AMP Capital Investors Ltd 730.00%0.01%0.02%Q3 2014Q1 202114
PARAMETRIC PORTFOLIO ASSOCIATES LLC 1130.00%0.00%0.00%Q1 2017Q1 202214
SALEM INVESTMENT COUNSELORS INC 14140.00%0.01%0.02%Q2 2020Q3 202314
BENJAMIN F. EDWARDS & COMPANY, INC. 14140.00%0.02%0.03%Q2 2020Q3 202314
SPIRIT OF AMERICA MANAGEMENT CORP/NY 14140.01%0.08%0.11%Q2 2020Q3 202314
RMB Capital Management, LLC 14140.01%0.01%0.02%Q1 2020Q2 202314
SHELL ASSET MANAGEMENT CO 14140.01%0.01%0.01%Q3 2019Q4 202214
Aptus Capital Advisors, LLC 14140.04%0.07%0.10%Q4 2018Q1 202214
Endurance Wealth Management, Inc. 13130.01%0.01%0.01%Q2 2020Q2 202313
First Horizon Advisors, Inc. 13130.00%0.00%0.00%Q3 2020Q3 202313
MACQUARIE GROUP LTD 13130.00%0.00%0.00%Q3 2019Q3 202213
QCI ASSET MANAGEMENT INC/NY 1030.00%0.00%0.00%Q3 2014Q1 202013
Evercore Wealth Management, LLC 13130.01%0.01%0.02%Q3 2020Q3 202313
AMERICAN CENTURY COMPANIES INC 13130.00%0.00%0.01%Q3 2020Q3 202313
EXCHANGE TRADED CONCEPTS, LLC 13130.00%0.00%0.00%Q4 2020Q4 202313
SouthState Corp 13130.01%0.01%0.02%Q3 2020Q3 202313
Cannell & Co. 13130.52%1.08%1.87%Q3 2020Q3 202313
OPTIMUM INVESTMENT ADVISORS 13130.01%0.02%0.02%Q4 2020Q4 202313
AVANTAX ADVISORY SERVICES, INC. 13130.01%0.04%0.07%Q3 2020Q3 202313
Lindbrook Capital, LLC 760.00%0.02%0.03%Q4 2018Q1 202313
AGF Investments LLC 920.00%0.01%0.04%Q3 2018Q1 202213
Marshall Wace North America L.P. 810.01%0.04%0.08%Q1 2017Q4 202013
Castleton Investment Management LLC 13130.16%1.44%7.86%Q1 2016Q1 201913
CAPTRUST FINANCIAL ADVISORS 13130.00%0.00%0.01%Q2 2020Q2 202313
Newbridge Financial Services Group, Inc. 13130.02%0.05%0.07%Q3 2020Q3 202313
Global X Management CO LLC 13130.01%0.02%0.03%Q2 2015Q2 201813
TRUIST FINANCIAL CORP 13130.00%0.00%0.00%Q2 2020Q2 202313
Financial Management Professionals, Inc. 13130.01%0.03%0.04%Q2 2020Q2 202313
Advisory Services Network, LLC 530.00%0.00%0.01%Q4 2017Q2 202313
DRIEHAUS CAPITAL MANAGEMENT LLC 510.01%0.05%0.19%Q4 2014Q1 202013
Brookfield Asset Management 13130.00%0.04%0.11%Q2 2020Q2 202313
Weiss Multi-Strategy Advisers LLC 510.02%0.11%0.35%Q3 2014Q4 202213
MOSELEY INVESTMENT MANAGEMENT INC 13130.14%0.20%0.32%Q4 2019Q4 202213
MIROVA 13130.03%0.46%0.74%Q3 2020Q3 202313
FIL Ltd 1030.00%0.00%0.01%Q3 2016Q4 202113
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 13130.00%0.01%0.03%Q3 2020Q3 202313
Engineers Gate Manager LP 510.02%0.04%0.09%Q4 2014Q3 202313
Berman Capital Advisors, LLC 12120.01%0.08%0.14%Q4 2017Q3 202012
INVERNESS COUNSEL LLC /NY/ 12120.01%0.13%0.21%Q4 2019Q3 202212
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 630.00%0.00%0.01%Q2 2018Q4 202212
DekaBank Deutsche Girozentrale 12120.00%0.02%0.04%Q4 2020Q3 202312
LAKE STREET ADVISORS GROUP, LLC 12120.09%0.10%0.11%Q2 2018Q1 202112
D L CARLSON INVESTMENT GROUP INC 12120.07%0.09%0.10%Q3 2020Q2 202312
Zimmer Partners, LP 910.03%0.97%2.68%Q3 2014Q4 202012
SVB WEALTH LLC 12120.00%0.01%0.01%Q3 2020Q2 202312
Brand Asset Management Group, Inc. 12120.01%0.02%0.02%Q2 2018Q1 202112
Gradient Investments LLC 12120.00%0.00%0.00%Q3 2020Q2 202312
Norway Savings Bank 12120.00%0.00%0.00%Q1 2020Q4 202212
Trexquant Investment LP 310.02%0.04%0.11%Q1 2018Q2 202312
Walleye Trading LLC 320.00%0.00%0.01%Q4 2015Q3 202312
CAMBRIDGE TRUST CO 840.00%0.01%0.01%Q2 2020Q3 202312
EAGLE GLOBAL ADVISORS LLC 1110.08%0.19%0.41%Q3 2014Q1 202312
Man Group plc 12120.00%0.01%0.01%Q3 2020Q2 202312
DEARBORN PARTNERS LLC 12120.01%0.05%0.07%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
MARK SHEPTOFF FINANCIAL PLANNING, LLC 12120.10%0.56%0.80%Q4 2020Q3 202312
GROUP ONE TRADING, L.P. 410.00%0.00%0.02%Q1 2015Q2 202312
Cambridge Investment Research Advisors, Inc. 12120.00%0.00%0.00%Q4 2020Q3 202312
Epoch Investment Partners, Inc. 12120.01%0.09%0.26%Q4 2020Q3 202312
PUTNAM INVESTMENTS LLC 12120.00%0.01%0.02%Q3 2014Q2 201712
LIBERTY WEALTH MANAGEMENT LLC 12120.01%0.02%0.03%Q4 2018Q3 202112
Veritable, L.P. 910.00%0.01%0.01%Q1 2018Q4 202212
KINGS POINT CAPITAL MANAGEMENT 12120.02%0.09%0.12%Q2 2019Q1 202212
Fortis Advisors, LLC 12120.30%0.37%0.47%Q1 2017Q4 201912
B. Riley Wealth Advisors, Inc. 12120.01%0.02%0.03%Q4 2020Q3 202312
CAROLINAS WEALTH CONSULTING LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
PRELUDE CAPITAL MANAGEMENT, LLC 310.00%0.02%0.06%Q3 2014Q3 202311
Pacific Center for Financial Services 830.02%0.10%0.17%Q4 2020Q3 202311
Brown Miller Wealth Management, LLC 11110.16%0.21%0.25%Q1 2021Q3 202311
Rosenberg Matthew Hamilton 11110.01%0.02%0.06%Q1 2021Q3 202311
Barrington Strategic Wealth Management Group LLC 11110.22%0.40%0.66%Q1 2015Q3 201711
TWO SIGMA ADVISERS, LP 310.00%0.01%0.02%Q1 2016Q1 202311
Wealthspire Advisors, L.P. 11110.00%0.01%0.01%Q3 2016Q1 201911
LAZARD ASSET MANAGEMENT LLC 810.00%0.00%0.01%Q1 2017Q3 202311
Foundations Investment Advisors, LLC 11110.01%0.02%0.03%Q1 2021Q3 202311
Sonora Investment Management, LLC 11110.00%0.00%0.00%Q1 2019Q3 202111
SFMG, LLC 11110.03%0.04%0.05%Q4 2020Q2 202311
Abundance Wealth Counselors 11110.03%0.31%1.12%Q1 2021Q3 202311
Constitution Capital LLC 11110.17%0.19%0.27%Q4 2020Q2 202311
Uniplan Investment Counsel, Inc. 11110.22%0.29%0.38%Q1 2021Q3 202311
FLPUTNAM INVESTMENT MANAGEMENT CO 11110.01%0.04%0.08%Q1 2021Q3 202311
Canton Hathaway, LLC 11110.05%0.07%0.14%Q1 2021Q3 202311
Dynamic Technology Lab Private Ltd 510.04%0.10%0.22%Q3 2019Q2 202311
PANAGORA ASSET MANAGEMENT INC 610.00%0.01%0.02%Q2 2014Q2 201811
Kistler-Tiffany Companies, LLC 11110.00%0.00%0.00%Q4 2020Q2 202311
Wealth Alliance 11110.04%0.06%0.08%Q4 2020Q2 202311
Strategic Blueprint, LLC 11110.02%0.06%0.08%Q1 2021Q3 202311
Employees Retirement System of Texas 920.01%0.03%0.05%Q4 2014Q2 202211
Laird Norton Wetherby Wealth Management, LLC 11110.01%0.02%0.02%Q4 2020Q2 202311
Cetera Advisor Networks LLC 1010.00%0.01%0.02%Q2 2020Q3 202311
Jaffetilchin Investment Partners, LLC 11110.04%0.11%0.16%Q1 2021Q3 202311
HBK INVESTMENTS L P 410.00%0.01%0.04%Q4 2015Q2 202111
FAYEZ SAROFIM & CO 10100.00%0.00%0.01%Q1 2021Q2 202310
Jefferies Group LLC 310.00%0.03%0.13%Q4 2017Q3 202110
Spot Trading L.L.C 310.00%0.00%0.02%Q1 2015Q1 201710
Sandy Spring Bank 910.00%0.00%0.00%Q1 2020Q2 202310
Prospera Financial Services Inc 610.01%0.05%0.17%Q3 2020Q3 202310
BLACKROCK ADVISORS LLC 10100.02%0.04%0.05%Q3 2014Q4 201610
NEXT Financial Group, Inc 510.00%0.00%0.00%Q4 2018Q4 202110
Vestmark Advisory Solutions, Inc. 10100.01%0.02%0.02%Q1 2021Q2 202310
Financial Architects, Inc 820.00%0.00%0.01%Q1 2015Q4 201710
KING LUTHER CAPITAL MANAGEMENT CORP 10100.00%0.00%0.00%Q2 2021Q3 202310
Vident Investment Advisory, LLC 10100.01%0.01%0.02%Q1 2021Q2 202310
ALBION FINANCIAL GROUP /UT 10100.00%0.00%0.00%Q2 2021Q3 202310
Kore Private Wealth LLC 520.01%0.02%0.03%Q4 2018Q4 202110
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
West Branch Capital LLC 10100.01%0.02%0.02%Q2 2021Q3 202310
STEADFAST CAPITAL MANAGEMENT LP 10100.04%0.66%0.94%Q3 2014Q4 201610
BlackRock Group LTD 10100.00%0.01%0.01%Q3 2014Q4 201610
Indie Asset Partners, LLC 10100.23%0.29%0.36%Q1 2021Q2 202310
Kaizen Financial Strategies 820.35%0.41%0.49%Q4 2020Q2 202310
BALYASNY ASSET MANAGEMENT L.P. 510.00%0.03%0.07%Q1 2015Q1 202310
SIT INVESTMENT ASSOCIATES INC 820.00%0.00%0.01%Q1 2021Q3 202310
NewEdge Wealth, LLC 10100.01%0.02%0.03%Q1 2021Q2 202310
Virtus Fund Advisers, LLC 10100.13%0.46%0.64%Q3 2014Q4 201610
HARBOR INVESTMENT ADVISORY, LLC 10100.00%0.09%0.15%Q2 2021Q3 202310
PECONIC PARTNERS LLC 10100.04%0.10%0.16%Q4 2020Q1 202310
BlackRock Investment Management, LLC 10100.01%0.01%0.01%Q3 2014Q4 201610
Spire Wealth Management 640.00%0.00%0.00%Q1 2021Q3 202310
KLINGENSTEIN FIELDS & CO LP 10100.36%0.74%0.94%Q2 2021Q3 202310
State of Wyoming 10100.02%0.05%0.13%Q2 2021Q3 202310
TUDOR INVESTMENT CORP ET AL 710.01%0.06%0.18%Q3 2015Q3 202310
BlackRock Institutional Trust Company, N.A. 10100.00%0.00%0.00%Q3 2014Q4 201610
Hall Private Wealth Advisors 10100.69%4.55%5.93%Q2 2021Q3 202310
ATTICUS WEALTH MANAGEMENT, LLC 630.01%0.01%0.01%Q1 2021Q2 20239
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 990.01%0.04%0.05%Q4 2020Q4 20229
Jump Financial, LLC 510.03%0.09%0.24%Q3 2020Q3 20239
Laffer Tengler Investments, Inc. 990.02%0.04%0.11%Q3 2021Q3 20239
Vigilant Capital Management, LLC 990.00%0.00%0.00%Q1 2021Q1 20239
TWO SIGMA SECURITIES, LLC 320.00%0.01%0.01%Q1 2020Q3 20239
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 990.00%0.01%0.01%Q3 2021Q3 20239
Daiwa Securities Group Inc. 990.03%0.06%0.09%Q3 2021Q3 20239
Galvin, Gaustad & Stein, LLC 990.03%0.04%0.05%Q4 2020Q4 20229
Beacon Pointe Advisors, LLC 990.00%0.01%0.02%Q3 2021Q3 20239
Walleye Capital LLC 320.00%0.01%0.06%Q4 2021Q3 20239
Sigma Planning Corp 990.01%0.01%0.01%Q1 2021Q1 20239
GPS Wealth Strategies Group, LLC 630.01%0.02%0.02%Q2 2021Q3 20239
BlackRock Fund Advisors 990.00%0.00%0.00%Q4 2014Q4 20169
OPPENHEIMER ASSET MANAGEMENT INC. 810.00%0.02%0.03%Q1 2020Q3 20239
PARK AVENUE SECURITIES LLC 990.01%0.01%0.01%Q3 2021Q3 20239
CENTRAL TRUST Co 990.00%0.00%0.00%Q3 2020Q3 20229
Anchor Investment Management, LLC 990.00%0.00%0.01%Q4 2021Q4 20239
VAN ECK ASSOCIATES CORP 990.00%0.00%0.00%Q3 2021Q3 20239
AGF INVESTMENTS INC. 990.01%0.02%0.03%Q4 2019Q4 20219
OneAscent Wealth Management LLC 610.16%0.36%0.80%Q4 2020Q2 20239
ETF MANAGERS GROUP, LLC 810.01%0.01%0.04%Q1 2016Q1 20199
Accel Wealth Management 990.00%0.00%0.00%Q1 2021Q1 20239
Verition Fund Management LLC 210.00%0.13%0.54%Q3 2015Q2 20239
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 990.01%0.14%0.70%Q4 2019Q4 20219
Principal Street Partners, LLC 990.06%0.12%0.18%Q4 2020Q4 20229
Cribstone Capital Management, LLC 990.01%0.01%0.01%Q2 2018Q2 20209
STEADFAST ADVISORS LP 990.27%0.74%0.98%Q3 2014Q3 20169
TEACHERS ADVISORS, LLC 420.00%0.00%0.01%Q2 2016Q1 20199
Allworth Financial LP 990.00%0.00%0.00%Q3 2021Q3 20239
CULLEN/FROST BANKERS, INC. 810.00%0.00%0.00%Q3 2019Q3 20239
Virtu Financial LLC 310.01%0.08%0.30%Q3 2017Q3 20239
Paradigm Financial Partners, LLC 880.10%0.15%0.17%Q3 2021Q2 20238
ExodusPoint Capital Management, LP 210.00%0.04%0.16%Q2 2019Q2 20238
MEEDER ASSET MANAGEMENT INC 880.02%0.05%0.07%Q4 2015Q3 20178
Allianz Asset Management GmbH 440.00%0.00%0.01%Q1 2019Q4 20218
Private Advisor Group, LLC 420.00%0.00%0.01%Q4 2020Q3 20238
Castellan Group 881.15%1.57%1.83%Q4 2021Q3 20238
Private Capital Group, LLC 610.00%0.00%0.01%Q1 2019Q2 20228
CIBC Asset Management Inc 880.00%0.00%0.00%Q1 2021Q4 20228
Patriot Financial Group Insurance Agency, LLC 880.00%0.00%0.01%Q3 2020Q2 20228
Amundi 880.00%0.01%0.02%Q4 2021Q3 20238
VIRGINIA RETIREMENT SYSTEMS ET AL 440.00%0.01%0.01%Q1 2021Q2 20238
Asset Management One Co., Ltd. 510.00%0.00%0.01%Q2 2018Q1 20228
HNP Capital LLC 880.09%0.13%0.17%Q2 2021Q1 20238
Gerber Kawasaki Wealth & Investment Management 880.01%0.02%0.02%Q3 2019Q2 20218
PIN OAK INVESTMENT ADVISORS INC 880.01%0.01%0.01%Q4 2021Q3 20238
CINCINNATI INSURANCE CO 880.01%0.01%0.03%Q3 2020Q2 20228
NN Investment Partners Holdings N.V. 880.00%0.00%0.01%Q2 2020Q1 20228
AlphaOne Investment Services, LLC 880.00%0.00%0.01%Q4 2017Q3 20198
Yaupon Capital Management LP 510.48%3.12%12.04%Q1 2019Q3 20238
PICTET ASSET MANAGEMENT SA 880.10%0.14%0.17%Q3 2021Q2 20238
BlueCrest Capital Management Ltd 410.01%0.03%0.07%Q4 2014Q1 20238
Parallel Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Firestone Capital Management 880.02%0.03%0.03%Q4 2019Q3 20218
Anchor Bolt Capital, LP 710.23%0.44%1.19%Q1 2017Q1 20208
Cavalry Management Group, LLC 320.02%6.41%50.66%Q1 2020Q3 20238
Regent Investment Management LLC 880.07%0.20%0.29%Q1 2021Q4 20228
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.01%Q4 2021Q3 20238
UMB Bank, n.a. 880.02%0.04%0.05%Q4 2021Q3 20238
WESTPORT RESOURCES MANAGEMENT INC 880.04%0.05%0.06%Q3 2014Q2 20168
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 420.00%0.01%0.02%Q3 2017Q3 20208
Ervin Investment Management, LLC 880.54%1.10%1.54%Q4 2021Q3 20238
Ancora Advisors LLC 710.00%0.00%0.00%Q2 2020Q2 20238
Wedmont Private Capital 880.04%0.26%0.49%Q4 2021Q3 20238
BerganKDV Wealth Management, LLC 880.00%0.00%0.00%Q3 2021Q2 20238
BOENNING & SCATTERGOOD, INC. 880.05%0.05%0.06%Q1 2021Q4 20228
D.A. DAVIDSON & CO. 880.00%0.00%0.00%Q3 2015Q2 20178
Kovack Advisors, Inc. 880.03%0.06%0.08%Q4 2020Q3 20228
Penserra Capital Management LLC 440.00%0.00%0.00%Q1 2016Q1 20228
Peterson Wealth Services 880.26%0.40%0.50%Q4 2021Q3 20238
TCI Wealth Advisors, Inc. 440.00%0.00%0.00%Q3 2014Q1 20238
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 880.02%0.02%0.03%Q3 2014Q2 20168
Sound Income Strategies, LLC 610.00%0.00%0.00%Q4 2021Q3 20237
RATIONAL ADVISORS LLC 770.00%0.00%0.00%Q1 2022Q3 20237
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 610.01%0.07%0.11%Q1 2020Q4 20217
STATE OF WISCONSIN INVESTMENT BOARD 770.00%0.02%0.03%Q1 2022Q3 20237
Virtus ETF Advisers LLC 320.06%0.10%0.14%Q4 2016Q3 20237
ENTERPRISE FINANCIAL SERVICES CORP 770.00%0.00%0.01%Q1 2019Q3 20207
CAPITAL GUARDIAN TRUST CO 770.01%0.08%0.12%Q3 2014Q1 20167
VisionPoint Advisory Group, LLC 610.10%0.31%0.67%Q4 2021Q3 20237
BOSTON ADVISORS LLC 610.01%0.13%0.30%Q2 2015Q2 20197
Westside Investment Management, Inc. 770.00%0.01%0.02%Q1 2022Q3 20237
Voya Financial Advisors, Inc. 770.03%0.03%0.05%Q1 2022Q3 20237
Ascent Group, LLC 770.06%0.12%0.16%Q4 2021Q2 20237
Joel Isaacson & Co., LLC 410.02%0.02%0.06%Q4 2018Q4 20227
CI INVESTMENTS INC. 770.00%0.00%0.00%Q1 2022Q3 20237
Homrich & Berg 610.01%0.01%0.01%Q4 2019Q3 20217
FARMERS & MERCHANTS INVESTMENTS INC 770.00%0.00%0.00%Q1 2022Q3 20237
WHITTIER TRUST CO 770.00%0.00%0.01%Q1 2022Q3 20237
Carnegie Capital Asset Management, LLC 770.01%0.02%0.03%Q4 2021Q2 20237
Edge Advisors, LLC 770.08%0.10%0.11%Q4 2016Q2 20187
Atria Wealth Solutions, Inc. 770.01%0.03%0.05%Q1 2022Q3 20237
BLUE SQUARE ASSET MANAGEMENT, LLC 520.23%1.25%2.65%Q2 2021Q2 20237
Lavaca Capital LLC 510.03%0.24%0.40%Q1 2021Q3 20237
QUADRANT CAPITAL GROUP LLC 610.00%0.00%0.01%Q1 2020Q4 20217
Parallax Volatility Advisers, L.P. 310.00%0.00%0.01%Q4 2019Q1 20217
Schonfeld Strategic Advisors LLC 520.02%0.05%0.10%Q3 2020Q2 20237
Migdal Insurance & Financial Holdings Ltd. 430.00%0.00%0.01%Q1 2020Q3 20237
M&T BANK CORP 770.00%0.00%0.00%Q2 2019Q4 20207
TFC Financial Management, Inc. 610.00%0.00%0.00%Q3 2020Q1 20237
RUSSELL FRANK CO/ 770.00%0.01%0.02%Q3 2014Q1 20167
INHERENT GROUP, LP 770.81%1.98%4.81%Q3 2020Q1 20227
Arosa Capital Management LP 410.57%1.06%1.92%Q3 2017Q2 20237
Capital Market Strategies LLC 510.18%0.34%0.40%Q4 2021Q4 20237
MAGNOLIA CAPITAL ADVISORS LLC 770.09%0.14%0.22%Q3 2021Q1 20237
CAPITAL INTERNATIONAL LTD /CA/ 770.00%0.03%0.05%Q3 2014Q1 20167
HB Wealth Management, LLC 770.00%0.01%0.01%Q4 2021Q2 20237
Holocene Advisors, LP 430.02%0.07%0.20%Q2 2020Q3 20237
Chicago Partners Investment Group LLC 770.00%0.01%0.02%Q1 2017Q3 20187
Linscomb & Williams, Inc. 610.01%0.01%0.01%Q4 2020Q4 20227
Cerity Partners LLC 660.00%0.00%0.01%Q1 2022Q2 20236
MERCER GLOBAL ADVISORS INC /ADV 660.00%0.00%0.00%Q1 2022Q2 20236
Brevan Howard Capital Management LP 510.00%0.01%0.02%Q1 2022Q3 20236
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 660.11%0.13%0.16%Q1 2021Q2 20226
ROPES WEALTH ADVISORS LLC 660.73%1.18%1.78%Q1 2022Q2 20236
Aquatic Capital Management LLC 420.01%0.08%0.16%Q4 2021Q3 20236
Glen Harbor Capital Management LLC 660.00%0.02%0.04%Q4 2016Q1 20186
SEVEN EIGHT CAPITAL, LP 310.01%0.09%0.12%Q4 2019Q1 20236
REGENTATLANTIC CAPITAL LLC 660.02%0.02%0.02%Q2 2021Q3 20226
PRIVATE TRUST CO NA 660.00%0.00%0.00%Q2 2022Q3 20236
Bell Investment Advisors, Inc 420.00%0.00%0.00%Q3 2021Q1 20236
Pineno Levin & Ford Asset Management, Inc. 661.00%1.34%1.50%Q4 2016Q1 20186
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 210.26%0.74%1.07%Q2 2015Q4 20186
Stokes Capital Advisors, LLC 660.22%0.36%0.47%Q2 2021Q3 20226
Perella Weinberg Partners Capital Management LP 660.04%0.07%0.09%Q1 2018Q2 20196
Meadow Creek Investment Management LLC 660.01%0.02%0.03%Q4 2016Q1 20186
FWL INVESTMENT MANAGEMENT, LLC 660.30%1.25%2.37%Q2 2022Q3 20236
Ninepoint Partners LP 660.17%0.19%0.22%Q3 2020Q4 20216
Elkfork Partners LLC 660.00%0.02%0.03%Q4 2016Q1 20186
Cypress Capital Management LLC (WY) 660.00%0.04%0.10%Q4 2018Q1 20206
Robeco Schweiz AG 660.00%0.01%0.03%Q2 2018Q3 20196
KEYBANK NATIONAL ASSOCIATION/OH 660.00%0.00%0.00%Q2 2022Q3 20236
Hilton Capital Management, LLC 660.00%0.00%0.00%Q2 2018Q3 20196
Plancorp, LLC 660.01%0.01%0.02%Q3 2021Q4 20226
NewEdge Advisors, LLC 660.00%0.01%0.01%Q2 2022Q3 20236
Capital World Investors 660.00%0.00%0.01%Q3 2014Q4 20156
QUEST CAPITAL MANAGEMENT INC /ADV 660.06%0.07%0.07%Q3 2020Q4 20216
TWINBEECH CAPITAL LP 310.04%0.10%0.14%Q1 2020Q3 20236
Leelyn Smith, LLC 660.01%0.01%0.01%Q3 2021Q4 20226
Tidal Investments LLC 420.01%0.01%0.02%Q1 2021Q3 20236
PICTET ASSET MANAGEMENT LTD 420.06%0.08%0.11%Q3 2014Q2 20216
Opus Capital Group, LLC 660.06%0.36%0.62%Q2 2018Q3 20196
Wellington Shields Capital Management, LLC 660.03%0.03%0.06%Q1 2022Q2 20236
Moors & Cabot, Inc. 660.02%0.02%0.02%Q1 2022Q2 20236
ARDSLEY ADVISORY PARTNERS LP 310.04%0.41%1.79%Q1 2015Q3 20236
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 660.00%0.00%0.00%Q3 2020Q4 20216
ELEMENT POINTE ADVISORS, LLC 660.11%0.13%0.16%Q2 2021Q3 20226
Venturi Wealth Management, LLC 420.00%0.03%0.05%Q1 2017Q3 20236
Tyers Asset Management LLC 660.00%0.02%0.03%Q4 2016Q1 20186
Bangor Savings Bank 660.00%0.00%0.00%Q2 2022Q3 20236
Buttonwood Financial Advisors Inc. 660.17%0.25%0.33%Q1 2022Q2 20236
TIVERTON ASSET MANAGEMENT LLC 660.05%0.19%0.29%Q4 2016Q1 20186
abrdn plc 660.02%0.05%0.06%Q2 2022Q3 20236
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 660.08%0.08%0.09%Q2 2021Q3 20226
Horan Securities, Inc. 660.00%0.01%0.01%Q4 2021Q1 20236
Cresset Asset Management, LLC 420.00%0.01%0.01%Q4 2018Q2 20226
My Legacy Advisors, LLC 660.19%0.24%0.28%Q1 2022Q2 20236
Winfield Associates, Inc. 660.10%0.22%0.27%Q4 2020Q1 20226
Mariner Wealth Advisors-Cincinnati, LLC 660.02%0.03%0.04%Q2 2017Q3 20186
Ellevest, Inc. 550.00%0.00%0.00%Q3 2020Q3 20215
FORA Capital, LLC 210.01%0.06%0.11%Q4 2019Q1 20235
Truvestments Capital LLC 320.00%0.00%0.01%Q1 2019Q2 20205
CLEAR STREET MARKETS LLC 110.00%0.06%0.26%Q3 2020Q3 20235
Fieldpoint Private Securities, LLC 550.00%0.00%0.00%Q4 2020Q4 20215
Ninety One UK Ltd 550.02%0.04%0.05%Q3 2022Q3 20235
JANUS HENDERSON GROUP PLC 550.00%0.01%0.01%Q2 2017Q2 20185
BALDWIN BROTHERS LLC/MA 550.00%0.00%0.00%Q4 2022Q4 20235
Gupta Wealth Management LLC 550.00%0.00%0.01%Q1 2015Q1 20165
Portman Square Capital LLP 440.04%0.31%1.12%Q4 2022Q3 20235
SHEPHERD KAPLAN KROCHUK, LLC 550.21%0.29%0.40%Q2 2016Q2 20175
HRT FINANCIAL LP 310.00%0.02%0.06%Q3 2020Q3 20235
Malaga Cove Capital, LLC 550.33%0.44%0.57%Q3 2021Q3 20225
SeaCrest Wealth Management, LLC 410.00%0.01%0.02%Q4 2017Q2 20225
Graham Capital Management, L.P. 320.04%0.13%0.25%Q4 2021Q1 20235
McCarthy Asset Management, Inc. 550.03%0.03%0.03%Q1 2021Q1 20225
EverSource Wealth Advisors, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Fort Point Capital Partners LLC 550.03%0.03%0.03%Q3 2021Q3 20225
Arden Trust Co 410.00%0.07%0.11%Q1 2020Q1 20235
HITE Hedge Asset Management LLC 210.09%1.18%2.77%Q3 2014Q3 20165
Csenge Advisory Group 550.02%0.02%0.02%Q3 2022Q3 20235
FourThought Financial, LLC 550.00%0.00%0.00%Q3 2021Q3 20225
Fulcrum Asset Management LLP 310.18%0.34%0.85%Q3 2020Q1 20225
FinTrust Capital Advisors, LLC 550.01%0.01%0.01%Q3 2020Q3 20215
Blackstart Capital LP 411.65%2.50%3.36%Q1 2018Q3 20195
FSM Wealth Advisors, LLC 550.14%0.26%0.43%Q2 2022Q2 20235
Y-Intercept (Hong Kong) Ltd 320.04%0.11%0.19%Q4 2020Q3 20235
Canal Capital Management, LLC 550.47%0.78%1.02%Q1 2021Q1 20225
T. Rowe Price Investment Management, Inc. 550.03%0.07%0.11%Q3 2022Q3 20235
III Capital Management 410.00%0.05%0.24%Q2 2019Q4 20205
CLINTON GROUP INC 550.03%0.04%0.06%Q1 2016Q1 20175
Empowered Funds, LLC 550.02%0.06%0.10%Q3 2022Q3 20235
CWM, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Tyler-Stone Wealth Management 320.00%0.00%0.00%Q2 2022Q3 20235
Fiduciary Group LLC 320.01%0.03%0.04%Q1 2022Q2 20235
FRONTIER INVESTMENT MGMT CO 410.01%0.03%0.05%Q3 2018Q2 20205
Sentry Investments Corp. 550.06%0.07%0.09%Q4 2014Q4 20155
Summit Trail Advisors, LLC 410.05%0.20%0.36%Q4 2017Q4 20205
MSI Financial Services Inc 410.00%0.00%0.00%Q1 2015Q3 20165
AdvisorNet Financial, Inc 550.00%0.00%0.00%Q2 2022Q2 20235
Inspire Investing, LLC 210.05%0.06%0.09%Q4 2017Q2 20215
D. E. Shaw & Co., Inc. 210.00%0.00%0.00%Q1 2020Q4 20225
CYPRESS ASSET MANAGEMENT INC/TX 320.05%0.22%0.50%Q1 2015Q4 20175
Cassady Schiller Wealth Management, LLC 410.01%0.01%0.02%Q4 2021Q3 20235
Continuum Advisory, LLC 550.05%0.12%0.24%Q3 2022Q3 20235
SYNOVUS FINANCIAL CORP 550.00%0.00%0.00%Q1 2016Q1 20175
Alphinity Investment Management Pty Ltd 440.03%0.05%0.07%Q3 2022Q2 20234
Redhawk Wealth Advisors, Inc. 440.06%0.14%0.23%Q3 2018Q2 20194
Colonial Trust Co / SC 440.00%0.00%0.00%Q4 2022Q3 20234
Alberta Investment Management Corp 440.00%0.01%0.01%Q4 2016Q3 20174
BREWIN DOLPHIN LTD 440.00%0.00%0.00%Q4 2020Q3 20214
Paloma Partners Management Co 210.01%0.04%0.10%Q3 2020Q4 20224
Independent Advisor Alliance 310.01%0.02%0.02%Q1 2022Q1 20234
Edge Capital Group, LLC 440.01%0.01%0.01%Q2 2022Q1 20234
Harel Insurance Investments & Financial Services Ltd. 440.00%0.00%0.00%Q4 2017Q3 20184
Sculptor Capital LP 310.02%0.06%0.10%Q3 2014Q3 20154
Sullivan, Bruyette, Speros & Blaney, LLC 440.01%0.01%0.01%Q2 2020Q1 20214
True North Advisors, LLC 310.05%0.08%0.11%Q2 2021Q3 20224
Stelac Advisory Services LLC 440.04%0.06%0.09%Q4 2020Q3 20214
CRAMER ROSENTHAL MCGLYNN LLC 440.54%1.05%1.30%Q3 2022Q2 20234
Baystate Wealth Management LLC 310.00%0.00%0.00%Q2 2020Q3 20234
Aperio Group, LLC 310.00%0.00%0.00%Q4 2019Q4 20204
C WorldWide Group Holding A/S 310.02%0.02%0.04%Q1 2020Q3 20234
Camarda Financial Advisors, LLC 440.02%0.02%0.03%Q4 2017Q3 20184
Kohlberg Kravis Roberts & Co. L.P. 440.16%0.43%0.94%Q4 2019Q3 20204
VOYA INVESTMENT MANAGEMENT LLC 220.00%0.00%0.00%Q4 2020Q2 20224
MHI Funds, LLC 440.00%0.01%0.01%Q1 2018Q4 20184
Elequin Capital, LP 310.01%0.01%0.01%Q1 2022Q2 20234
Xcel Wealth Management, LLC 440.06%0.06%0.06%Q2 2021Q1 20224
SPOT TRADING L.L.C. 220.00%0.00%0.01%Q2 2017Q3 20174
BARDIN HILL MANAGEMENT PARTNERS LP 310.09%0.32%0.88%Q3 2014Q1 20204
NEXPOINT ASSET MANAGEMENT, L.P. 440.01%0.03%0.05%Q3 2022Q2 20234
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 210.02%0.05%0.07%Q2 2018Q3 20234
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 440.00%0.01%0.02%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.00%0.00%0.01%Q4 2022Q3 20234
DUALITY ADVISERS, LP 440.04%0.17%0.32%Q4 2022Q3 20234
Global Wealth Management Investment Advisory, Inc. 220.00%0.01%0.01%Q1 2022Q3 20234
HALL LAURIE J TRUSTEE 440.03%0.04%0.04%Q4 2017Q3 20184
Castleview Partners, LLC 440.01%0.08%0.13%Q4 2022Q3 20234
Corient Private Wealth LLC 440.03%0.07%0.10%Q4 2022Q3 20234
UBS OCONNOR LLC 110.00%0.05%0.15%Q1 2015Q3 20234
Y.D. More Investments Ltd 440.01%0.02%0.02%Q4 2022Q3 20234
EXANE DERIVATIVES 310.01%0.06%0.17%Q1 2021Q1 20224
Cinctive Capital Management LP 210.06%0.22%0.60%Q4 2019Q3 20234
Security National Bank 440.05%0.06%0.08%Q3 2022Q2 20234
EQUITEC SPECIALISTS, LLC 330.00%0.16%0.34%Q1 2020Q3 20204
CROSSLINK CAPITAL INC 440.96%1.31%1.55%Q2 2014Q1 20154
Ameritas Advisory Services, LLC 440.01%0.03%0.07%Q4 2022Q3 20234
BBT Capital Management, LLC 440.48%0.52%0.56%Q4 2015Q3 20164
AGF MANAGEMENT LTD 440.00%0.00%0.01%Q4 2022Q3 20234
EII CAPITAL MANAGEMENT, INC. 440.08%0.10%0.10%Q1 2018Q4 20184
Phoenix Holdings Ltd. 440.11%0.23%0.32%Q4 2019Q3 20204
BOKF, NA 220.00%0.00%0.01%Q3 2019Q2 20234
Regency Capital Management Inc.\DE 440.01%0.01%0.01%Q1 2021Q4 20214
EP Wealth Advisors, LLC 220.03%0.12%0.27%Q2 2017Q3 20234
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Blackstone Inc. 440.01%0.16%0.28%Q3 2020Q2 20214
Perkins Investment Management, LLC 310.00%0.17%0.22%Q2 2014Q1 20174
Quantamental Technologies LLC 310.11%0.23%0.29%Q4 2019Q1 20234
Allen Capital Group, LLC 210.06%0.07%0.08%Q2 2018Q4 20194
Winthrop Partners - WNY, LLC 310.07%0.08%0.09%Q1 2018Q3 20194
Squar Milner Financial Services LLC 440.02%0.02%0.02%Q3 2018Q2 20194
Centenus Global Management, LP 440.03%0.15%0.28%Q3 2018Q2 20194
GREEN ARROW CAPITAL MANAGEMENT LLC 310.10%0.38%0.57%Q3 2014Q3 20154
ADAGE CAPITAL PARTNERS GP, L.L.C. 440.07%0.10%0.12%Q3 2014Q2 20154
Squarepoint Ops LLC 110.00%0.01%0.01%Q2 2022Q3 20234
SILVERCREST ASSET MANAGEMENT GROUP LLC 440.00%0.00%0.00%Q1 2019Q4 20194
Qube Research & Technologies Ltd 440.00%0.02%0.05%Q3 2022Q2 20234
Longbow Capital Partners, L.P. 312.66%5.34%9.36%Q1 2015Q2 20164
XTX Topco Ltd 310.10%0.12%0.14%Q1 2021Q3 20234
Farther Finance Advisors, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
ACADIAN ASSET MANAGEMENT LLC 440.00%0.00%0.00%Q1 2020Q4 20204
PRECEPT MANAGEMENT LLC 330.01%0.38%0.75%Q1 2020Q3 20204
GLG LLC 210.06%0.06%0.07%Q3 2014Q3 20153
Asset Advisors Investment Management, LLC 330.03%0.03%0.03%Q3 2021Q1 20223
Hudson Bay Capital Management LP 110.01%0.02%0.02%Q4 2020Q3 20223
Quantitative Systematic Strategies LLC 330.08%0.12%0.16%Q2 2018Q4 20183
FRANKLIN RESOURCES INC 210.00%0.00%0.00%Q2 2016Q3 20233
BANK OF NOVA SCOTIA 330.00%0.00%0.00%Q1 2020Q3 20203
Cipher Capital LP 210.09%0.11%0.12%Q4 2020Q2 20223
Perkins Coie Trust Co 330.01%0.01%0.01%Q2 2021Q4 20213
Soros Fund Management 110.02%0.11%0.23%Q2 2017Q2 20213
BOSTON PRIVATE BANK & TRUST CO 330.00%0.00%0.00%Q3 2014Q1 20153
Angeles Investment Advisors, LLC 330.04%0.06%0.06%Q3 2020Q1 20213
SECURITY NATIONAL TRUST CO 330.02%0.02%0.02%Q1 2021Q3 20213
GAM Holding AG 330.02%0.02%0.03%Q2 2018Q4 20183
Waratah Capital Advisors Ltd. 210.01%0.02%0.02%Q4 2020Q2 20223
AVIVA PLC 330.00%0.00%0.00%Q2 2021Q4 20213
Partnervest Advisory Services LLC 210.11%0.14%0.17%Q4 2016Q3 20173
MANAGED ACCOUNT ADVISORS LLC 330.00%0.00%0.00%Q3 2014Q1 20153
Prossimo Advisors, LLC 330.22%0.50%0.65%Q4 2022Q2 20233
CenterStar Asset Management, LLC 110.01%0.03%0.05%Q2 2020Q1 20223
Snowden Capital Advisors LLC 210.01%0.01%0.01%Q1 2021Q4 20213
Cetera Advisors LLC 330.01%0.01%0.01%Q4 2022Q2 20233
PrairieView Partners, LLC 330.01%0.01%0.01%Q4 2021Q2 20223
Merit Financial Group, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
Trilogy Capital Inc. 330.00%0.00%0.00%Q1 2018Q3 20183
STRS OHIO 330.04%0.06%0.08%Q3 2020Q1 20213
NBW CAPITAL LLC 330.06%1.61%3.18%Q2 2014Q4 20143
NumerixS Investment Technologies Inc 210.00%0.02%0.04%Q1 2019Q1 20203
ALYDAR PARTNERS LLC 330.19%0.64%1.42%Q3 2014Q1 20153
Advisors Capital Management, LLC 330.17%0.23%0.34%Q1 2023Q3 20233
Friedberg Investment Management 331.48%1.58%1.71%Q1 2017Q3 20173
Americana Partners, LLC 330.05%0.07%0.10%Q1 2023Q3 20233
AMERICAN ASSET MANAGEMENT INC. 330.17%0.18%0.20%Q2 2019Q4 20193
LUMINUS MANAGEMENT LLC 110.02%0.11%0.21%Q4 2014Q4 20163
Winslow, Evans & Crocker, Inc. 210.01%0.01%0.02%Q3 2018Q4 20203
Beacon Bridge Wealth Partners, LLC 330.12%0.15%0.20%Q4 2022Q2 20233
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 330.12%0.13%0.13%Q4 2022Q2 20233
Arkadios Wealth Advisors 330.01%0.01%0.02%Q1 2021Q3 20213
Assenagon Asset Management S.A. 210.00%0.01%0.03%Q3 2021Q2 20233
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
Brookstone Capital Management 330.00%0.00%0.00%Q3 2021Q1 20223
FOREFRONT WEALTH MANAGEMENT INC. 330.71%1.64%3.05%Q3 2022Q1 20233
Partners Group Holding AG 330.05%0.09%0.14%Q3 2016Q1 20173
ST GERMAIN D J CO INC 330.00%0.00%0.00%Q2 2023Q4 20233
Caption Management, LLC 110.00%0.04%0.08%Q2 2020Q3 20233
SOUTHPORT MANAGEMENT, L.L.C. 330.51%0.75%0.92%Q2 2016Q4 20163
Passport Capital, LLC 330.26%0.51%0.74%Q1 2016Q3 20163
Wealthstreet Investment Advisors, LLC 330.04%0.04%0.05%Q3 2020Q1 20213
LINDEN ADVISORS LP 110.02%0.12%0.28%Q3 2017Q4 20223
Freestone Capital Holdings, LLC 210.01%0.01%0.01%Q3 2020Q4 20213
Hanson & Doremus Investment Management 330.00%0.01%0.01%Q2 2022Q4 20223
Redpoint Investment Management Pty Ltd 330.23%0.24%0.25%Q2 2021Q4 20213
BI Asset Management Fondsmaeglerselskab A/S 330.01%0.01%0.01%Q2 2019Q4 20193
TIEDEMANN TRUST CO 331.09%1.33%1.59%Q4 2015Q2 20163
JAMES INVESTMENT RESEARCH INC 330.01%0.01%0.01%Q3 2018Q1 20193
THRIVENT FINANCIAL FOR LUTHERANS 330.00%0.00%0.00%Q4 2022Q2 20233
Avior Wealth Management, LLC 110.00%0.01%0.02%Q3 2020Q3 20233
Pacifica Partners Inc. 330.00%0.00%0.00%Q4 2022Q2 20233
WALNUT PRIVATE EQUITY PARTNERS, LLC 221.97%2.21%2.45%Q2 2023Q3 20232
TRUSTCORE FINANCIAL SERVICES, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Cornerstone Planning Group LLC 110.01%0.01%0.01%Q4 2022Q3 20232
BLUEFIN CAPITAL MANAGEMENT, LLC 220.02%0.03%0.04%Q4 2020Q1 20212
Fortis Capital Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
CFM WEALTH PARTNERS LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Hartree Partners, LP 110.44%1.44%2.44%Q1 2020Q1 20212
Jupiter Investment Management Ltd 220.01%0.01%0.01%Q4 2016Q1 20172
GoldenTree Asset Management 220.30%0.37%0.45%Q3 2015Q4 20152
New England Research & Management, Inc. 220.10%0.11%0.11%Q4 2021Q1 20222
WHITEBOX ADVISORS LLC 110.02%0.07%0.12%Q4 2020Q4 20222
CAPSTONE INVESTMENT ADVISORS, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Cetera Investment Advisers 220.00%0.00%0.00%Q2 2023Q3 20232
Ameritas Investment Company, LLC 110.00%0.02%0.04%Q4 2018Q1 20212
CoreCap Advisors, LLC 110.00%0.00%0.00%Q2 2022Q4 20222
GoalVest Advisory LLC 110.00%0.00%0.00%Q1 2022Q3 20232
Emerald Acquisition Ltd. 220.01%0.02%0.03%Q2 2016Q3 20162
Leap Investments LP 110.12%0.23%0.35%Q3 2019Q1 20202
Knights of Columbus Asset Advisors LLC 220.02%0.02%0.02%Q4 2019Q1 20202
QS Investors, LLC 220.00%0.00%0.00%Q4 2015Q1 20162
Headlands Technologies LLC 220.01%0.01%0.02%Q2 2023Q3 20232
Resurgent Financial Advisors LLC 220.02%0.02%0.02%Q1 2023Q2 20232
UBS AG 110.00%0.00%0.00%Q3 2014Q3 20142
TOTH FINANCIAL ADVISORY CORP 110.00%0.00%0.00%Q1 2022Q3 20222
VICTORY CAPITAL MANAGEMENT INC 220.00%0.00%0.00%Q3 2022Q4 20222
Alpha DNA Investment Management LLC 220.00%0.00%0.01%Q4 2020Q1 20212
Johnson Financial Group, Inc. 110.00%0.00%0.00%Q1 2021Q3 20232
UNITED SERVICES AUTOMOBILE ASSOCIATION 220.00%0.00%0.00%Q4 2018Q1 20192
FORTEM FINANCIAL GROUP, LLC 220.25%0.26%0.27%Q4 2018Q1 20192
Seamans Capital Management, LLC 220.17%0.20%0.23%Q2 2015Q3 20152
Covalis Capital LLP 111.10%1.28%1.46%Q2 2022Q4 20222
LEVEL FOUR ADVISORY SERVICES, LLC 220.02%0.03%0.03%Q2 2018Q3 20182
First Command Bank 220.01%0.01%0.02%Q4 2019Q1 20202
SageView Advisory Group, LLC 220.02%0.02%0.02%Q1 2023Q2 20232
Valeo Financial Advisors, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
TRANSCEND CAPITAL ADVISORS, LLC 220.03%0.03%0.03%Q4 2020Q1 20212
FNY Investment Advisers, LLC 110.00%0.25%0.50%Q3 2023Q3 20232
Bridgefront Capital, LLC 220.20%0.27%0.34%Q3 2022Q4 20222
ING GROEP NV 110.04%0.07%0.10%Q1 2016Q1 20172
CSat Investment Advisory, L.P. 220.00%0.00%0.00%Q2 2020Q3 20202
Connor, Clark & Lunn Investment Management Ltd. 110.00%0.01%0.02%Q1 2022Q3 20222
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.07%0.34%0.62%Q3 2014Q4 20182
JONES FINANCIAL COMPANIES LLLP 220.00%0.00%0.00%Q1 2023Q2 20232
ORG Partners LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Archer Investment Corp 220.00%0.00%0.00%Q2 2023Q3 20232
CITIZENS FINANCIAL GROUP INC/RI 220.00%0.00%0.00%Q4 2019Q1 20202
CSS LLC/IL 110.02%0.02%0.02%Q3 2020Q2 20212
HIGHBRIDGE CAPITAL MANAGEMENT LLC 110.08%0.15%0.22%Q3 2017Q4 20202
GUGGENHEIM CAPITAL LLC 220.00%0.00%0.00%Q1 2023Q2 20232
CHURCHILL MANAGEMENT Corp 220.40%0.44%0.49%Q2 2018Q3 20182
Redwood Grove Capital, LLC 224.06%5.25%6.45%Q2 2023Q3 20232
Zions Bancorporation, N.A. 110.00%0.00%0.01%Q3 2020Q3 20212
Kozak & Associates, Inc. 220.00%0.00%0.00%Q4 2021Q1 20222
Samalin Investment Counsel, LLC 220.13%0.14%0.15%Q2 2023Q3 20232
Sowell Financial Services LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Visium Asset Management, LP 220.01%0.01%0.02%Q1 2015Q2 20152
Blueshift Asset Management, LLC 110.02%0.08%0.13%Q2 2021Q4 20212
StoneX Group Inc. 220.13%0.17%0.21%Q2 2022Q3 20222
Ergoteles LLC 220.02%0.07%0.12%Q1 2023Q2 20232
Apollon Wealth Management, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
SCP Investment, LP 220.10%0.14%0.19%Q1 2022Q2 20222
Moisand Fitzgerald Tamayo, LLC 110.00%0.00%0.00%Q1 2022Q3 20232
Brookfield Public Securities Group LLC 220.00%0.01%0.01%Q4 2019Q1 20202
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 220.00%0.00%0.00%Q2 2023Q3 20232
WADDELL & REED FINANCIAL INC 220.01%0.01%0.01%Q1 2017Q2 20172
MANCHESTER FINANCIAL INC 110.01%0.01%0.01%Q2 2019Q4 20192
Hexagon Capital Partners LLC 110.00%0.00%0.00%Q3 2022Q2 20232
Taylor Wealth Management Partners 222.00%2.09%2.18%Q1 2015Q2 20152
Baker Avenue Asset Management, LP 220.00%0.00%0.00%Q4 2022Q1 20232
Natixis Investment Managers International 220.07%0.07%0.07%Q1 2022Q2 20222
NOMURA ASSET MANAGEMENT CO LTD 220.00%0.00%0.01%Q3 2020Q4 20202
BlackRock Japan Co. Ltd 220.00%0.00%0.00%Q1 2015Q2 20152
Hunter Perkins Capital Management, LLC 220.30%0.80%1.30%Q1 2023Q2 20232
Quintet Private Bank (Europe) S.A. 110.00%0.00%0.00%Q1 2023Q3 20232
WealthPLAN Partners, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
First Command Financial Services, Inc. 220.01%0.01%0.02%Q4 2019Q1 20202
PICTON MAHONEY ASSET MANAGEMENT 220.08%0.08%0.08%Q4 2015Q1 20162
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Franklin Square Holdings, L.P. 220.49%0.52%0.54%Q1 2017Q2 20172
JACOBS LEVY EQUITY MANAGEMENT, INC 220.02%0.02%0.02%Q4 2018Q1 20192
CANADA PENSION PLAN INVESTMENT BOARD 220.01%0.01%0.01%Q1 2021Q2 20212
Vollero Beach Capital Partners LLC 110.66%1.18%1.69%Q1 2016Q3 20162
Weiss Asset Management LP 110.03%0.03%0.03%Q2 2021Q4 20222
Psagot Value Holdings Ltd. / (Israel) 220.00%0.00%0.00%Q1 2023Q2 20232
Yorktown Management & Research Co Inc 220.21%0.25%0.29%Q1 2022Q2 20222
Key FInancial Inc 220.00%0.00%0.01%Q2 2023Q3 20232
RHUMBLINE ADVISERS 220.00%0.00%0.00%Q3 2022Q4 20222
MACKENZIE FINANCIAL CORP 110.00%0.00%0.00%Q1 2023Q3 20232
TIAA CREF INVESTMENT MANAGEMENT LLC 220.00%0.00%0.00%Q2 2016Q3 20162
Encompass Capital Advisors LLC 220.87%1.12%1.37%Q3 2022Q4 20222
Advisor OS, LLC 110.04%0.05%0.06%Q3 2022Q2 20232
York Capital Management Global Advisors, LLC 221.47%1.58%1.68%Q3 2020Q4 20202
Port Capital LLC 220.09%0.10%0.10%Q4 2017Q1 20182
HANCOCK WHITNEY CORP 220.06%0.06%0.07%Q1 2018Q2 20182
Fortitude Advisory Group L.L.C. 220.02%0.02%0.02%Q4 2021Q1 20222
CREATIVE FINANCIAL DESIGNS INC /ADV 110.01%0.01%0.01%Q2 2021Q1 20222
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Granite Bay Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
MARSHALL WACE ASIA Ltd 110.03%0.03%0.03%Q1 2017Q1 20171
McElhenny Sheffield Capital Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
CHILTON INVESTMENT CO INC. 110.01%0.01%0.01%Q2 2020Q2 20201
Financial Sense Advisors, Inc. 110.11%0.11%0.11%Q1 2022Q1 20221
Weatherstone Capital Management 110.05%0.05%0.05%Q4 2018Q4 20181
Ionic Capital Management LLC 110.07%0.07%0.07%Q3 2023Q3 20231
CHILTON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Glassman Wealth Services 110.00%0.00%0.00%Q4 2022Q4 20221
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 110.60%0.60%0.60%Q2 2023Q2 20231
Pearl River Capital, LLC 110.08%0.08%0.08%Q4 2019Q4 20191
Pointe Capital Management LLC 110.15%0.15%0.15%Q3 2017Q3 20171
Coann Capital LLC 115.82%5.82%5.82%Q2 2022Q2 20221
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q3 2021Q3 20211
Laurel Wealth Advisors LLC 110.00%0.00%0.00%Q2 2021Q2 20211
MOTCO 110.00%0.00%0.00%Q3 2022Q3 20221
ISLAY CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Impact Partnership Wealth, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Naya Management LLP 111.16%1.16%1.16%Q3 2014Q3 20141
COURIER CAPITAL LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Herold Advisors, Inc. 110.01%0.01%0.01%Q3 2021Q3 20211
FDx Advisors, Inc. 110.02%0.02%0.02%Q2 2020Q2 20201
Bayesian Capital Management, LP 110.06%0.06%0.06%Q1 2021Q1 20211
Column Capital Advisors, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Orion Portfolio Solutions, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q2 2020Q2 20201
NorthCoast Asset Management LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Quadrature Capital Ltd 110.03%0.03%0.03%Q1 2017Q1 20171
Founders Financial Alliance, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Rovida Advisors Inc. 110.27%0.27%0.27%Q3 2015Q3 20151
Eagle Ridge Investment Management 110.04%0.04%0.04%Q4 2019Q4 20191
EA Series Trust 110.03%0.03%0.03%Q2 2023Q2 20231
Well Done, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
WealthShield Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Teilinger USA, Inc. 1159.73%59.73%59.73%Q3 2017Q3 20171
JEPPSON WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Skandinaviska Enskilda Banken AB (publ) 110.00%0.00%0.00%Q4 2021Q4 20211
TENOR CAPITAL MANAGEMENT Co., L.P. 110.02%0.02%0.02%Q4 2022Q4 20221
Johnson Midwest Financial, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Sustainable Insight Capital Management, LLC 110.18%0.18%0.18%Q1 2022Q1 20221
Vahanian & Associates Financial Planning Inc. 110.34%0.34%0.34%Q4 2021Q4 20211
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q3 2022Q3 20221
ASSOCIATED BANC-CORP 110.00%0.00%0.00%Q4 2020Q4 20201
Talkot Capital, LLC 111.74%1.74%1.74%Q3 2015Q3 20151
CastleArk Alternatives, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
Nine Chapters Capital Management LLC 110.02%0.02%0.02%Q3 2015Q3 20151
Accurate Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Icon Wealth Partners, LLC 110.11%0.11%0.11%Q2 2020Q2 20201
Eudaimonia Partners, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
WFG Advisors, LP 110.01%0.01%0.01%Q4 2014Q4 20141
Quotient Investors, LLC 110.03%0.03%0.03%Q1 2015Q1 20151
APG Asset Management N.V. 110.00%0.00%0.00%Q1 2020Q1 20201
Fiduciary Alliance LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Crosspoint Capital Strategies, LLC 110.02%0.02%0.02%Q3 2015Q3 20151
Mitsubishi UFJ Asset Management Co., Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
MADISON WEALTH MANAGEMENT 110.20%0.20%0.20%Q2 2023Q2 20231
Guild Investment Management, Inc. 112.97%2.97%2.97%Q3 2016Q3 20161
Capital Investment Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
ARISTEIA CAPITAL, L.L.C. 110.01%0.01%0.01%Q4 2022Q4 20221
Polar Asset Management Partners Inc. 110.02%0.02%0.02%Q4 2020Q4 20201
Mosaic Family Wealth, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
FRED ALGER MANAGEMENT, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Focused Wealth Management, Inc 110.00%0.00%0.00%Q4 2022Q4 20221
SYNTAX RESEARCH, INC. 110.90%0.90%0.90%Q3 2023Q3 20231
TRADITION CAPITAL MANAGEMENT LLC 110.36%0.36%0.36%Q3 2015Q3 20151
Delek Group, Ltd. 110.05%0.05%0.05%Q2 2019Q2 20191
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
Magnetar Financial LLC 110.01%0.01%0.01%Q2 2017Q2 20171
YorkBridge Wealth Partners, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Bremer Bank National Association 110.02%0.02%0.02%Q1 2019Q1 20191
J.W. COLE ADVISORS, INC. 110.06%0.06%0.06%Q3 2020Q3 20201
Exchange Capital Management, Inc. 110.01%0.01%0.01%Q3 2018Q3 20181
CAMPBELL CAPITAL MANAGEMENT INC 110.11%0.11%0.11%Q4 2023Q4 20231
Charter Oak Capital Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
CASTLE WEALTH MANAGEMENT LLC 110.02%0.02%0.02%Q3 2022Q3 20221
ALPHASIMPLEX GROUP, LLC 110.34%0.34%0.34%Q3 2021Q3 20211
First Dallas Securities Inc. 110.26%0.26%0.26%Q2 2023Q2 20231
KOCH INDUSTRIES INC 110.02%0.02%0.02%Q1 2018Q1 20181
KINGSWOOD WEALTH ADVISORS, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
GOFEN & GLOSSBERG LLC /IL/ 110.01%0.01%0.01%Q4 2022Q4 20221
CAXTON ASSOCIATES LP 110.68%0.68%0.68%Q4 2020Q4 20201
ADVENT CAPITAL MANAGEMENT /DE/ 110.00%0.00%0.00%Q4 2020Q4 20201
FOX RUN MANAGEMENT, L.L.C. 110.17%0.17%0.17%Q2 2016Q2 20161
Monashee Investment Management LLC 110.98%0.98%0.98%Q3 2016Q3 20161
EJF Capital LLC 110.02%0.02%0.02%Q4 2015Q4 20151
Ceredex Value Advisors LLC 110.00%0.00%0.00%Q4 2019Q4 20191
TORONTO DOMINION BANK 110.00%0.00%0.00%Q4 2020Q4 20201
Kula Investments, LLC 110.08%0.08%0.08%Q4 2022Q4 20221
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. 110.06%0.06%0.06%Q3 2018Q3 20181
Vanguard Personalized Indexing Management, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
COHEN & STEERS CAPITAL MANAGEMENT INC 110.02%0.02%0.02%Q1 2015Q1 20151
BDO Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
DEERE & CO 110.03%0.03%0.03%Q2 2016Q2 20161
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Alpine Global Management, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
NWQ INVESTMENT MANAGEMENT COMPANY, LLC 110.89%0.89%0.89%Q3 2020Q3 20201
Chiron Investment Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
BIVIN & ASSOCIATES, INC. 110.00%0.00%0.00%Q2 2022Q2 20221
STEELHEAD PARTNERS LLC 110.08%0.08%0.08%Q2 2021Q2 20211
SIMON QUICK ADVISORS, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
COMERICA SECURITIES,INC. 110.00%0.00%0.00%Q4 2022Q4 20221
Invictus RG 110.01%0.01%0.01%Q1 2016Q1 20161
THOMPSON INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q1 2023Q1 20231
Global Endowment Management, LP 110.08%0.08%0.08%Q4 2016Q4 20161
Vident Advisory, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Acrospire Investment Management LLC 110.01%0.01%0.01%Q3 2016Q3 20161
PDT Partners, LLC 110.04%0.04%0.04%Q3 2019Q3 20191
Bryn Mawr Capital Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
DAVENPORT & Co LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Stratos Wealth Advisors, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Intrua Financial, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.05%0.05%0.05%Q3 2022Q3 20221
Recurrent Investment Advisors LLC 110.04%0.04%0.04%Q2 2023Q2 20231
BREMER TRUST NATIONAL ASSOCIATION 110.02%0.02%0.02%Q4 2018Q4 20181
Andrew Hill Investment Advisors, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Comprehensive Financial Consultants Institutional, Inc. 110.05%0.05%0.05%Q4 2021Q4 20211
Ghisallo Capital Management LLC 110.18%0.18%0.18%Q2 2021Q2 20211
FNY Partners Fund LP 110.00%0.00%0.00%Q4 2016Q4 20161
Guardian Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
SIR Capital Management, L.P. 110.32%0.32%0.32%Q2 2023Q2 20231
Knuff & Co LLC 110.07%0.07%0.07%Q1 2021Q1 20211
Claybrook Capital, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
PCA Investment Advisory Services Inc. 110.06%0.06%0.06%Q2 2023Q2 20231
Hodges Capital Management Inc. 110.02%0.02%0.02%Q2 2023Q2 20231
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 110.09%0.09%0.09%Q3 2015Q3 20151
MIRABELLA FINANCIAL SERVICES LLP 110.06%0.06%0.06%Q3 2023Q3 20231
SEI TRUST CO 110.00%0.00%0.00%Q3 2014Q3 20141
STOCK YARDS BANK & TRUST CO 110.01%0.01%0.01%Q4 2021Q4 20211
B. Riley Wealth Management, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
HEADINVEST, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
DECADE RENEWABLE PARTNERS LP 111.24%1.24%1.24%Q1 2023Q1 20231
WHALEROCK POINT PARTNERS, LLC 110.15%0.15%0.15%Q1 2020Q1 20201
WOLVERINE ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Shaolin Capital Management LLC 110.11%0.11%0.11%Q4 2020Q4 20201
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Indiana Trust & Investment Management CO 110.00%0.00%0.00%Q3 2023Q3 20231
Centiva Capital, LP 110.06%0.06%0.06%Q3 2023Q3 20231
CHILDRESS CAPITAL ADVISORS, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
DLD Asset Management, LP 110.13%0.13%0.13%Q3 2023Q3 20231
Robbins Farley 110.01%0.01%0.01%Q1 2022Q1 20221
InTrack Investment Management Inc 110.21%0.21%0.21%Q4 2023Q4 20231
WealthTrust Fairport, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Pictet Asset Management Holding SA 110.07%0.07%0.07%Q3 2023Q3 20231
Key Bridge Compliance, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Certified Advisory Corp 110.01%0.01%0.01%Q1 2021Q1 20211
ARROWGRASS CAPITAL PARTNERS (US) LP 110.14%0.14%0.14%Q3 2019Q3 20191
NORGES BANK 110.00%0.00%0.00%Q1 2021Q1 20211
ADE, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
PRW Wealth Management LLC 110.11%0.11%0.11%Q2 2021Q2 20211
SUVRETTA CAPITAL MANAGEMENT, LLC 111.09%1.09%1.09%Q3 2014Q3 20141
C M BIDWELL & ASSOCIATES LTD 110.00%0.00%0.00%Q3 2023Q3 20231
Measured Wealth Private Client Group, LLC 110.02%0.02%0.02%Q3 2018Q3 20181
BEL AIR INVESTMENT ADVISORS LLC 110.01%0.01%0.01%Q1 2021Q1 20211
TD Waterhouse Canada Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
External links

This page lists all the filers that currently own NEXTERA ENERGY PARTNERS LP or have owned NEXTERA ENERGY PARTNERS LP in the past.