ORANGE shareholder history

Current and past ORANGE shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 23170.00%0.00%0.00%Q3 2013Q3 202382
Citadel Advisors 1610.00%0.00%0.00%Q3 2013Q3 202348
Saturna Capital CORP 42420.00%0.00%0.01%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.00%Q2 2013Q3 202342
GABELLI FUNDS LLC 41410.01%0.01%0.01%Q3 2013Q3 202341
FIFTH THIRD BANCORP 41410.00%0.01%0.02%Q3 2013Q3 202341
CITIGROUP INC 41410.00%0.00%0.01%Q3 2013Q3 202341
Advisors Asset Management, Inc. 41410.00%0.04%0.16%Q3 2013Q3 202341
PNC FINANCIAL SERVICES GROUP, INC. 41410.00%0.00%0.00%Q3 2013Q3 202341
RAYMOND JAMES & ASSOCIATES 41410.00%0.00%0.01%Q3 2013Q3 202341
GUGGENHEIM CAPITAL LLC 41410.00%0.01%0.03%Q3 2013Q3 202341
BRANDES INVESTMENT PARTNERS, LP 41410.02%0.57%1.37%Q3 2013Q3 202341
US BANCORP \DE\ 41410.00%0.00%0.01%Q3 2013Q3 202341
ROYAL BANK OF CANADA 41410.00%0.00%0.01%Q3 2013Q3 202341
DIMENSIONAL FUND ADVISORS LP 41410.00%0.00%0.00%Q3 2013Q3 202341
WELLS FARGO & COMPANY/MN 41410.00%0.00%0.01%Q3 2013Q3 202341
NORTHERN TRUST CORP 41410.00%0.01%0.01%Q3 2013Q3 202341
JPMORGAN CHASE & CO 41410.00%0.00%0.00%Q3 2013Q3 202341
BANK OF AMERICA CORP /DE/ 41410.00%0.01%0.02%Q3 2013Q3 202341
MORGAN STANLEY 41410.00%0.01%0.02%Q3 2013Q3 202341
GOLDMAN SACHS GROUP INC 41410.00%0.00%0.01%Q3 2013Q3 202341
NATIXIS ADVISORS, L.P. 41410.01%0.02%0.06%Q3 2013Q3 202341
Janney Montgomery Scott LLC 41410.00%0.01%0.04%Q3 2013Q3 202341
LINCLUDEN MANAGEMENT LTD 41410.21%0.45%1.16%Q3 2013Q3 202341
SG Americas Securities, LLC 41410.00%0.01%0.04%Q3 2013Q3 202341
WealthTrust Axiom LLC 41410.07%0.17%0.27%Q3 2013Q3 202341
Focused Wealth Management, Inc 41410.00%0.00%0.02%Q3 2013Q3 202341
Bank of New York Mellon Corp 30100.00%0.00%0.00%Q3 2013Q3 202340
Gradient Investments LLC 24160.00%0.00%0.00%Q3 2013Q3 202340
BANK OF MONTREAL /CAN/ 3820.00%0.00%0.00%Q3 2013Q3 202340
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28120.00%0.00%0.00%Q3 2013Q3 202340
1832 Asset Management L.P. 39390.00%0.00%0.00%Q1 2014Q3 202339
Laird Norton Wetherby Wealth Management, LLC 3360.01%0.04%0.09%Q3 2013Q3 202339
STIFEL FINANCIAL CORP 39390.00%0.00%0.01%Q1 2014Q3 202339
BARCLAYS PLC 22160.00%0.00%0.06%Q3 2013Q3 202339
Catalyst Capital Advisors LLC 38380.06%0.12%0.29%Q2 2014Q3 202338
ENVESTNET ASSET MANAGEMENT INC 2050.00%0.01%0.03%Q3 2013Q3 202338
MANAGED ASSET PORTFOLIOS, LLC 38382.59%4.07%6.19%Q2 2014Q3 202338
JFS WEALTH ADVISORS, LLC 38380.00%0.00%0.01%Q2 2014Q3 202338
Camelot Portfolios, LLC 37370.42%0.80%1.31%Q3 2013Q3 202237
COMERICA BANK 37370.00%0.02%0.02%Q4 2013Q4 202237
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202337
GUARDIAN CAPITAL ADVISORS LP 37370.02%0.58%1.10%Q4 2013Q4 202237
Edgemoor Investment Advisors, Inc. 36360.17%0.47%0.72%Q3 2013Q2 202236
FIRST TRUST ADVISORS LP 19170.00%0.01%0.12%Q3 2013Q3 202236
Community Bank, N.A. 36360.00%0.00%0.01%Q4 2014Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 35350.01%0.02%0.03%Q3 2013Q1 202235
Lesa Sroufe & Co 35351.54%3.55%5.02%Q3 2013Q1 202235
DEUTSCHE BANK AG\ 2680.00%0.00%0.01%Q3 2013Q1 202234
QUADRANT CAPITAL GROUP LLC 33330.00%0.01%0.03%Q3 2015Q3 202333
LPL Financial LLC 2710.00%0.00%0.00%Q3 2013Q3 202332
ADVISORS MANAGEMENT GROUP INC /ADV 32320.14%0.40%0.83%Q4 2015Q3 202332
GLENMEDE TRUST CO NA 1810.00%0.00%0.02%Q2 2013Q4 202232
ENTERPRISE FINANCIAL SERVICES CORP 32320.00%0.01%0.01%Q3 2013Q2 202132
Raymond James Financial Services Advisors, Inc. 1830.00%0.02%0.21%Q3 2014Q3 202332
Geneos Wealth Management Inc. 31310.00%0.00%0.01%Q1 2016Q3 202331
IFP Advisors, Inc 16140.00%0.00%0.00%Q4 2015Q2 202330
Aperio Group, LLC 30300.03%0.06%0.09%Q3 2013Q4 202030
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1610.00%0.32%1.32%Q3 2013Q3 202329
NISA INVESTMENT ADVISORS, LLC 29290.00%0.00%0.00%Q1 2016Q1 202329
Point View Wealth Management, Inc. 29290.08%0.20%0.37%Q4 2013Q4 202029
Cornerstone Advisors, Inc. 29290.00%0.02%0.05%Q3 2013Q3 202029
Advisory Services Network, LLC 1310.00%0.00%0.01%Q4 2013Q1 202329
SIGNATUREFD, LLC 2360.00%0.01%0.02%Q2 2015Q3 202329
Janney Capital Management LLC 28280.00%0.73%1.16%Q3 2013Q2 202028
JANE STREET GROUP, LLC 910.00%0.01%0.06%Q1 2014Q3 202328
Parallel Advisors, LLC 28280.00%0.00%0.01%Q4 2016Q3 202328
Checchi Capital Advisers, LLC 2310.01%0.04%0.08%Q2 2014Q3 202328
Steward Partners Investment Advisory, LLC 28280.00%0.01%0.02%Q4 2016Q3 202328
World Asset Management Inc 27270.02%0.07%0.10%Q3 2013Q1 202027
Morningstar Investment Services LLC 1020.00%0.13%0.77%Q3 2013Q3 202327
PEAK6 Group LLC 740.00%0.01%0.05%Q3 2013Q2 201627
OPPENHEIMER ASSET MANAGEMENT INC. 27270.01%0.02%0.04%Q1 2017Q3 202327
Freedom Investment Management, Inc. 2310.01%0.17%0.84%Q2 2014Q3 202327
GEODE CAPITAL MANAGEMENT, LLC 1810.00%0.00%0.00%Q3 2013Q3 202126
Crossmark Global Holdings, Inc. 2510.04%0.06%0.10%Q3 2016Q3 202326
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 2420.04%0.08%0.10%Q1 2014Q3 202026
SRS Capital Advisors, Inc. 1070.00%0.01%0.04%Q4 2016Q3 202326
GROUP ONE TRADING, L.P. 810.00%0.00%0.01%Q3 2013Q2 202326
LADENBURG THALMANN FINANCIAL SERVICES INC. 26260.00%0.00%0.01%Q3 2013Q4 201926
MACQUARIE GROUP LTD 1880.00%0.04%0.23%Q3 2013Q3 202326
MILLENNIUM MANAGEMENT LLC 410.00%0.00%0.02%Q3 2013Q3 202326
Invesco Ltd. 2510.00%0.00%0.00%Q3 2013Q1 202126
NEXT Financial Group, Inc 1360.00%0.00%0.01%Q3 2014Q4 202126
LOGAN CAPITAL MANAGEMENT INC 25250.04%0.08%0.11%Q3 2017Q3 202325
D.A. DAVIDSON & CO. 1860.00%0.01%0.01%Q3 2013Q3 202324
Investors Research Corp 24240.04%0.08%0.15%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
Cutler Group LLC / CA 10100.00%0.01%0.07%Q4 2015Q1 201823
Baird Financial Group, Inc. 23230.00%0.05%0.19%Q2 2015Q4 202023
CENTRAL TRUST Co 1670.00%0.00%0.01%Q1 2014Q3 202323
AdvisorNet Financial, Inc 23230.00%0.00%0.01%Q4 2017Q2 202323
Creative Planning 1620.00%0.00%0.00%Q3 2013Q3 202323
Callahan Advisors, LLC 22220.09%0.14%0.18%Q3 2013Q4 201822
Spot Trading L.L.C 610.00%0.00%0.03%Q3 2013Q1 201722
OLD MISSION CAPITAL LLC 810.02%0.32%1.37%Q4 2014Q2 202322
TRUIST FINANCIAL CORP 1610.00%0.02%0.05%Q3 2013Q2 202322
ClearBridge Investments 2020.00%0.00%0.00%Q3 2013Q1 201922
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
CWM, LLC 1010.00%0.00%0.00%Q3 2015Q3 202321
TODD ASSET MANAGEMENT LLC 11100.01%0.19%0.57%Q2 2014Q3 202321
LS Investment Advisors, LLC 21210.00%0.00%0.00%Q3 2013Q3 201821
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.02%Q3 2018Q3 202321
Smithfield Trust Co 21210.00%0.02%0.04%Q3 2013Q3 201821
CREDIT SUISSE AG/ 510.00%0.00%0.00%Q3 2013Q2 202221
BESSEMER GROUP INC 510.00%0.00%0.00%Q2 2013Q2 202321
WEBSTER BANK, N. A. 20200.03%0.14%0.26%Q3 2013Q2 201820
American Portfolios Advisors 20200.00%0.01%0.02%Q4 2017Q3 202220
Financial Gravity Asset Management, Inc. 1230.00%0.03%0.20%Q1 2018Q3 202320
Pacer Advisors, Inc. 810.00%0.12%0.38%Q4 2013Q1 202320
Highlander Capital Management, LLC 20200.01%0.01%0.01%Q3 2013Q2 201820
Tower Research Capital LLC (TRC) 610.00%0.00%0.01%Q1 2014Q3 202320
EATON VANCE MANAGEMENT 1550.00%0.00%0.00%Q1 2014Q4 202120
Lindbrook Capital, LLC 20200.00%0.01%0.04%Q4 2018Q3 202320
FDx Advisors, Inc. 1020.01%0.02%0.05%Q3 2014Q3 202320
JANUS HENDERSON GROUP PLC 19190.00%0.00%0.00%Q2 2015Q4 201919
Bollard Group LLC 19190.05%0.08%0.12%Q4 2014Q2 201919
Zions Bancorporation, N.A. 19190.00%0.00%0.01%Q1 2019Q3 202319
First Horizon Advisors, Inc. 920.00%0.00%0.00%Q4 2013Q3 202319
Private Advisor Group, LLC 910.00%0.01%0.02%Q4 2013Q2 202219
BlackRock Inc. 1310.00%0.00%0.00%Q1 2018Q3 202319
RIVERHEAD CAPITAL MANAGEMENT LLC 19190.01%0.02%0.03%Q1 2014Q3 201819
MERCER GLOBAL ADVISORS INC /ADV 19190.00%0.01%0.02%Q1 2019Q3 202319
Penserra Capital Management LLC 19190.01%0.15%0.27%Q1 2019Q3 202319
Private Capital Group, LLC 19190.00%0.01%0.04%Q4 2017Q2 202219
EAGLE ASSET MANAGEMENT INC 18180.00%0.00%0.00%Q1 2015Q2 201918
HUNTINGTON NATIONAL BANK 1210.00%0.00%0.01%Q3 2013Q3 202317
PARADIGM ASSET MANAGEMENT CO LLC 980.00%0.02%0.03%Q3 2013Q3 202317
Ellevest, Inc. 1610.00%0.01%0.03%Q2 2019Q3 202317
J.P. Morgan Private Wealth Advisors LLC 1340.00%0.00%0.01%Q1 2014Q2 201917
RMB Capital Management, LLC 1070.01%0.05%0.15%Q3 2013Q2 201917
Pinnacle Bancorp, Inc. 1110.00%0.00%0.01%Q1 2017Q3 202317
Commonwealth Equity Services, Inc 17170.00%0.01%0.02%Q3 2013Q3 201717
Cambridge Investment Research Advisors, Inc. 1110.00%0.00%0.01%Q3 2014Q3 202317
Sheaff Brock Investment Advisors, LLC 17170.02%0.03%0.04%Q4 2015Q4 201917
ATLAS CAPITAL ADVISORS LLC 1030.01%0.14%0.38%Q1 2018Q3 202317
GREENLEAF TRUST 910.00%0.00%0.01%Q3 2017Q3 202317
Walleye Trading LLC 770.00%0.00%0.02%Q4 2014Q2 201617
OLD NATIONAL BANCORP /IN/ 730.00%0.01%0.02%Q1 2015Q1 202316
Qube Research & Technologies Ltd 1150.00%0.03%0.20%Q3 2019Q3 202316
BBVA USA Bancshares, Inc. 1510.00%0.08%0.12%Q3 2013Q4 201916
Glassman Wealth Services 16160.00%0.00%0.00%Q4 2019Q3 202316
Financial Architects, Inc 1510.00%0.01%0.01%Q2 2015Q3 201916
RHUMBLINE ADVISERS 1220.00%0.00%0.00%Q3 2013Q3 202316
THORNBURG INVESTMENT MANAGEMENT INC 16160.02%0.08%0.15%Q4 2019Q3 202316
CAPSTONE ASSET MANAGEMENT CO 16160.04%0.10%0.16%Q3 2013Q2 201716
SCOTIA CAPITAL INC. 1150.00%0.01%0.01%Q3 2013Q4 201916
Rockefeller Capital Management L.P. 16160.00%0.00%0.02%Q1 2019Q4 202216
Mirae Asset Global Investments Co., Ltd. 1240.00%0.00%0.01%Q1 2018Q1 202216
PITTENGER & ANDERSON INC 16160.05%0.10%0.12%Q3 2015Q2 201916
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
INTRUST BANK NA 15150.04%0.20%0.28%Q2 2016Q4 201915
Advisor Group, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
WOLVERINE TRADING, LLC 810.00%0.00%0.00%Q2 2016Q3 202215
AMERICAN CENTURY COMPANIES INC 15150.00%0.00%0.01%Q1 2020Q3 202315
NOMURA HOLDINGS INC 610.00%0.01%0.05%Q3 2013Q4 201915
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1310.00%0.01%0.02%Q2 2017Q3 202315
HighTower Advisors, LLC 710.00%0.00%0.01%Q4 2015Q3 202315
SeaCrest Wealth Management, LLC 960.00%0.03%0.08%Q4 2017Q3 202215
Manchester Capital Management LLC 630.00%0.00%0.01%Q2 2014Q3 202315
Virtu KCG Holdings LLC 15150.01%0.05%0.33%Q3 2013Q1 201715
FEDERATED HERMES, INC. 15150.00%0.00%0.00%Q2 2016Q4 201915
EAGLE GLOBAL ADVISORS LLC 15150.07%0.20%0.34%Q1 2014Q3 201715
NAPLES GLOBAL ADVISORS, LLC 15150.02%0.03%0.08%Q1 2020Q3 202315
ProVise Management Group, LLC 15150.03%0.05%0.14%Q3 2013Q1 201715
Valeo Financial Advisors, LLC 15150.00%0.00%0.01%Q3 2017Q1 202115
Kistler-Tiffany Companies, LLC 15150.00%0.01%0.03%Q3 2013Q1 201715
JOHNSON INVESTMENT COUNSEL INC 15150.00%0.01%0.01%Q4 2015Q2 201915
SEI INVESTMENTS CO 15150.00%0.00%0.00%Q4 2014Q2 201815
Proficio Capital Partners LLC 15150.01%0.02%0.03%Q4 2015Q2 201915
BB&T SECURITIES, LLC 1310.01%0.01%0.02%Q3 2014Q2 201914
Joel Isaacson & Co., LLC 14140.01%0.01%0.01%Q3 2013Q4 201614
SUNTRUST BANKS INC 14140.00%0.01%0.01%Q2 2016Q3 201914
Wealthspire Advisors, L.P. 14140.00%0.01%0.04%Q4 2015Q1 201914
UBS AG 550.00%0.00%0.00%Q3 2013Q3 201414
SCHAFER CULLEN CAPITAL MANAGEMENT INC 810.00%0.00%0.01%Q2 2013Q3 201714
AMERICAN NATIONAL INSURANCE CO 14140.03%0.03%0.04%Q2 2013Q3 201614
GSB Wealth Management, LLC 14140.77%0.97%1.15%Q4 2016Q1 202014
WRAPMANAGER INC 1310.04%0.10%0.12%Q2 2016Q2 202314
Gemmer Asset Management LLC 860.00%0.00%0.00%Q1 2018Q1 202214
CAPTRUST FINANCIAL ADVISORS 1040.00%0.00%0.00%Q1 2020Q3 202314
NewEdge Advisors, LLC 860.00%0.01%0.02%Q1 2020Q3 202314
FRANKLIN RESOURCES INC 14140.00%0.00%0.00%Q2 2020Q3 202314
Patriot Financial Group Insurance Agency, LLC 520.00%0.00%0.01%Q4 2016Q2 202214
UNITED SERVICES AUTOMOBILE ASSOCIATION 13130.00%0.00%0.00%Q2 2016Q2 201913
THOMPSON DAVIS & CO., INC. 13130.01%0.02%0.02%Q3 2014Q3 201713
ETRADE Capital Management LLC 13130.02%0.04%0.06%Q2 2016Q2 201913
MSI Financial Services Inc 760.00%0.00%0.01%Q3 2013Q4 201613
HOWE & RUSLING INC 940.00%0.08%1.04%Q2 2016Q4 202013
Global Retirement Partners, LLC 1010.00%0.00%0.01%Q2 2019Q3 202313
Russell Investments Group, Ltd. 1210.00%0.00%0.01%Q4 2018Q3 202313
People's United Financial, Inc. 13130.02%0.05%0.09%Q2 2016Q2 201913
DEERE & CO 13130.04%0.05%0.06%Q3 2013Q3 201613
CAMBIAR INVESTORS LLC 13131.42%2.18%3.00%Q2 2016Q2 201913
M&T BANK CORP 13130.01%0.01%0.01%Q2 2016Q2 201913
Rikoon Group, LLC 12120.05%0.12%0.18%Q2 2017Q1 202012
HERON FINANCIAL GROUP, LLC 12120.07%0.14%0.27%Q4 2019Q3 202212
Calvert Investment Management, Inc. 12120.04%0.10%0.17%Q3 2013Q2 201612
Capital Advisory Group Advisory Services, LLC 750.00%0.01%0.01%Q1 2018Q1 202112
CENTAURUS FINANCIAL, INC. 1110.00%0.03%0.05%Q2 2018Q3 202312
Ativo Capital Management LLC 840.36%0.47%0.63%Q1 2018Q2 202112
BRINKER CAPITAL INC 12120.01%0.02%0.03%Q3 2017Q2 202012
KANALY TRUST CO 12120.00%0.00%0.00%Q1 2014Q4 201612
1st Global Advisors, Inc. 12120.02%0.06%0.09%Q3 2014Q2 201712
Summit Global Investments 1020.04%0.10%0.19%Q1 2019Q4 202212
ADVISOR PARTNERS LLC 910.01%0.02%0.07%Q3 2015Q2 202212
Berman Capital Advisors, LLC 12120.00%0.00%0.00%Q4 2018Q3 202112
TELEMUS CAPITAL, LLC 910.02%0.03%0.05%Q3 2013Q1 201912
180 WEALTH ADVISORS, LLC 740.03%0.05%0.11%Q1 2019Q3 202311
PEAPACK GLADSTONE FINANCIAL CORP 11110.00%0.00%0.01%Q1 2021Q3 202311
North Star Investment Management Corp. 11110.00%0.05%0.08%Q1 2014Q3 201611
AlphaMark Advisors, LLC 1010.00%0.01%0.01%Q1 2020Q3 202311
Lenox Wealth Advisors, LLC 11110.00%0.00%0.00%Q1 2018Q3 202011
Simplicity Solutions, LLC 11110.06%0.14%0.24%Q1 2021Q3 202311
Waterfront Wealth Inc. 11110.43%0.49%0.58%Q1 2021Q3 202311
HARTWELL J M LIMITED PARTNERSHIP 830.05%0.08%0.11%Q1 2016Q3 201911
BENJAMIN F. EDWARDS & COMPANY, INC. 11110.00%0.01%0.02%Q1 2021Q3 202311
Hillsdale Investment Management Inc. 11110.00%0.00%0.00%Q2 2018Q4 202011
SYMONS CAPITAL MANAGEMENT INC 11112.23%3.85%4.46%Q4 2013Q2 201611
Freestone Capital Holdings, LLC 810.00%0.08%0.28%Q1 2018Q1 202211
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 11110.04%0.11%0.15%Q2 2014Q4 201611
Vanguard Personalized Indexing Management, LLC 810.01%0.02%0.09%Q1 2020Q3 202311
MML INVESTORS SERVICES, LLC 740.00%0.00%0.01%Q4 2017Q3 202311
Epoch Investment Partners, Inc. 11110.00%0.00%0.00%Q3 2020Q1 202311
CITY HOLDING CO 740.00%0.00%0.01%Q4 2013Q2 201811
AMERICAN INTERNATIONAL GROUP, INC. 11110.00%0.00%0.00%Q3 2013Q1 201611
Hennion & Walsh Asset Management, Inc. 11110.02%0.03%0.05%Q1 2021Q3 202311
BNP PARIBAS FINANCIAL MARKETS 310.00%0.00%0.00%Q4 2013Q3 202311
JNBA Financial Advisors 910.00%0.00%0.00%Q1 2014Q3 201610
Fruth Investment Management 730.03%0.04%0.08%Q3 2014Q4 202210
FARMERS & MERCHANTS INVESTMENTS INC 10100.00%0.00%0.00%Q3 2014Q4 201610
Old Port Advisors 910.06%0.39%0.60%Q1 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
Cetera Investment Advisers 10100.00%0.00%0.00%Q2 2021Q3 202310
DIVIDEND ASSETS CAPITAL, LLC 10100.01%0.01%0.01%Q4 2020Q1 202310
TRUEWEALTH LLC 10100.00%0.00%0.00%Q4 2017Q1 202010
Cetera Advisor Networks LLC 910.00%0.00%0.00%Q2 2020Q3 202310
Zions Bancorporation 910.00%0.00%0.01%Q1 2015Q3 201710
Ethic Inc. 10100.01%0.05%0.09%Q2 2021Q3 202310
Founders Capital Management 910.00%0.01%0.01%Q4 2017Q3 202310
PATHSTONE FAMILY OFFICE, LLC 510.00%0.01%0.03%Q1 2014Q3 202310
Ironsides Asset Advisors, LLC 10100.11%0.13%0.14%Q2 2017Q3 201910
ASSETMARK, INC 510.00%0.00%0.00%Q4 2015Q3 202210
CIBC WORLD MARKET INC. 10100.02%0.03%0.04%Q3 2013Q4 201510
Timber Hill LLC 430.00%0.00%0.00%Q4 2013Q4 201610
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 10100.03%0.87%1.27%Q3 2013Q4 201510
DELTA ASSET MANAGEMENT LLC/TN 10100.00%0.00%0.00%Q3 2013Q4 201510
Column Capital Advisors, LLC 510.00%0.00%0.00%Q1 2020Q3 202310
First Trust Direct Indexing L.P. 910.00%0.12%0.18%Q4 2020Q3 202310
Retirement Group, LLC 910.00%0.00%0.00%Q4 2019Q2 202210
Whitnell & Co. 630.00%0.00%0.00%Q3 2015Q2 20189
AMG National Trust Bank 990.11%0.18%0.21%Q1 2017Q1 20199
STATE STREET CORP 320.00%0.00%0.00%Q2 2013Q1 20239
Private Portfolio Partners LLC 990.04%0.09%0.13%Q4 2018Q4 20209
RNC CAPITAL MANAGEMENT LLC 990.01%0.01%0.02%Q3 2021Q3 20239
Mount Yale Investment Advisors, LLC 630.01%0.03%0.04%Q1 2018Q3 20239
SPC Financial, Inc. 990.06%0.50%1.18%Q3 2014Q3 20169
STEPHENS INC /AR/ 990.01%0.02%0.02%Q3 2013Q3 20159
Brinker Capital Investments, LLC 810.00%0.01%0.01%Q3 2020Q4 20229
Israel Discount Bank of New York 990.02%0.04%0.04%Q1 2017Q1 20199
STONEBRIDGE CAPITAL MANAGEMENT INC 990.08%0.13%0.34%Q3 2013Q3 20159
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 540.01%0.01%0.02%Q3 2013Q1 20189
Spire Wealth Management 630.00%0.00%0.00%Q1 2021Q3 20239
Cetera Advisors LLC 990.10%0.15%0.19%Q2 2014Q2 20169
FLAGSHIP HARBOR ADVISORS, LLC 990.00%0.00%0.00%Q2 2018Q2 20209
DREMAN VALUE MANAGEMENT, L L C 420.00%0.01%0.04%Q2 2014Q1 20189
Thomas J. Herzfeld Advisors, Inc. 990.00%0.00%0.00%Q1 2018Q1 20209
HANCOCK WHITNEY CORP 810.01%0.01%0.02%Q1 2020Q3 20239
THOMAS WHITE INTERNATIONAL LTD 990.06%0.08%0.09%Q2 2021Q2 20239
FineMark National Bank & Trust 990.00%0.01%0.02%Q3 2013Q3 20159
OFI Advisors LLC 990.01%0.01%0.02%Q3 2013Q3 20159
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Tyers Asset Management LLC 880.01%0.01%0.01%Q4 2016Q3 20188
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Mutual Advisors, LLC 620.01%0.03%0.06%Q1 2021Q1 20238
WEDBUSH SECURITIES INC 880.01%0.02%0.02%Q4 2021Q3 20238
KEYBANK NATIONAL ASSOCIATION/OH 880.00%0.00%0.00%Q4 2021Q3 20238
FULTON BANK, N.A. 880.02%0.03%0.04%Q3 2013Q2 20158
MOTCO 610.00%0.00%0.00%Q1 2014Q2 20238
Royal Fund Management, LLC 880.00%0.00%0.00%Q4 2016Q3 20188
TORONTO DOMINION BANK 410.00%0.00%0.00%Q3 2013Q3 20238
Virtus ETF Advisers LLC 440.23%0.54%0.80%Q1 2020Q4 20228
UBS ASSET MANAGEMENT AMERICAS INC 880.00%0.00%0.00%Q4 2016Q3 20188
FINANCIAL COUNSELORS INC 710.01%0.02%0.02%Q4 2014Q4 20168
Schechter Investment Advisors, LLC 880.02%0.08%0.10%Q4 2021Q3 20238
RUSSELL FRANK CO/ 620.00%0.00%0.00%Q3 2013Q3 20158
Winfield Associates, Inc. 880.01%0.01%0.01%Q1 2016Q4 20178
GENESEE VALLEY TRUST CO 880.09%0.14%0.22%Q2 2016Q1 20188
Fiera Capital Corp 530.02%0.03%0.04%Q3 2013Q4 20168
Neuburgh Advisers LLC 880.01%0.01%0.01%Q4 2016Q3 20188
Transamerica Financial Advisors, Inc. 880.00%0.00%0.00%Q2 2014Q1 20168
West Family Investments, Inc. 410.06%0.10%0.13%Q2 2021Q3 20238
Flinton Capital Management LLC 880.01%0.02%0.02%Q4 2016Q3 20188
Cable Hill Partners, LLC 410.01%0.01%0.02%Q4 2014Q3 20238
Virtu Financial LLC 310.01%0.02%0.04%Q2 2018Q4 20218
EverSource Wealth Advisors, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
Meadow Creek Investment Management LLC 880.00%0.00%0.01%Q4 2016Q3 20188
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
JANICZEK WEALTH MANAGEMENT, LLC 440.00%0.00%0.01%Q3 2020Q3 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
MANUFACTURERS LIFE INSURANCE COMPANY, THE 880.00%0.00%0.00%Q3 2016Q2 20188
Allworth Financial LP 620.00%0.00%0.00%Q2 2018Q3 20238
Shoker Investment Counsel, Inc. 880.21%0.23%0.26%Q4 2013Q3 20158
Forum Financial Management, LP 880.01%0.02%0.03%Q4 2021Q3 20238
Strengthening Families & Communities, LLC 770.49%0.67%0.84%Q1 2022Q3 20237
Optiver Holding B.V. 520.00%0.00%0.01%Q4 2021Q3 20237
Capital Analysts, LLC 770.02%0.02%0.02%Q3 2013Q1 20157
MIDAS MANAGEMENT CORP 520.87%1.19%1.46%Q4 2013Q3 20157
Vestmark Advisory Solutions, Inc. 610.01%0.08%0.14%Q1 2019Q2 20237
First Personal Financial Services 770.00%0.00%0.01%Q4 2017Q2 20197
Fieldpoint Private Securities, LLC 770.01%0.01%0.02%Q4 2020Q2 20227
Koss-Olinger Consulting, LLC 610.02%0.03%0.05%Q3 2021Q3 20237
NumerixS Investment Technologies Inc 310.00%0.01%0.01%Q2 2016Q1 20207
Mondrian Investment Partners LTD 770.24%0.45%0.56%Q3 2013Q1 20157
Syntal Capital Partners, LLC 770.17%0.31%0.50%Q4 2017Q2 20197
Rehmann Capital Advisory Group 770.00%0.00%0.00%Q1 2018Q3 20197
HRT FINANCIAL LP 310.00%0.01%0.02%Q2 2020Q3 20237
Mariner, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
MANAGED ACCOUNT ADVISORS LLC 770.00%0.02%0.02%Q3 2013Q1 20157
Integrated Investment Consultants, LLC 610.04%0.04%0.05%Q2 2016Q1 20187
Five Oceans Advisors 770.11%0.14%0.16%Q1 2022Q3 20237
WRIGHT INVESTORS SERVICE INC 770.17%0.93%1.40%Q4 2013Q2 20157
Kestra Advisory Services, LLC 430.00%0.00%0.00%Q3 2020Q4 20227
Winslow, Evans & Crocker, Inc. 770.00%0.00%0.01%Q2 2019Q4 20207
BAIRD ROBERT W & CO INC /WI/ 770.01%0.01%0.02%Q3 2013Q1 20157
Equitable Holdings, Inc. 610.00%0.00%0.00%Q2 2021Q3 20237
COZAD ASSET MANAGEMENT INC 430.03%0.03%0.04%Q2 2020Q2 20227
STERLING INVESTMENT MANAGEMENT, LLC 770.10%0.75%0.89%Q1 2021Q3 20227
Garner Asset Management Corp 770.13%0.16%0.18%Q2 2017Q4 20187
Cerity Partners LLC 610.00%0.01%0.01%Q4 2021Q3 20237
NorthCoast Asset Management LLC 520.05%0.13%0.17%Q2 2014Q3 20177
Plante Moran Financial Advisors, LLC 660.00%0.00%0.00%Q1 2018Q2 20196
TOCQUEVILLE ASSET MANAGEMENT L.P. 510.00%0.00%0.00%Q3 2013Q2 20156
AT Bancorp 660.02%0.21%0.41%Q1 2016Q2 20176
Lehman Financial Resources, Inc. 660.01%0.01%0.02%Q2 2014Q3 20156
Yorktown Management & Research Co Inc 660.05%0.06%0.07%Q4 2016Q1 20186
FOUNDERS BANK & TRUST 660.00%0.00%0.00%Q3 2013Q4 20146
HARTFORD INVESTMENT MANAGEMENT CO 420.00%0.00%0.00%Q2 2014Q2 20166
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Corient Capital Partners, LLC 510.01%0.01%0.02%Q3 2020Q3 20226
Peachtree Investment Advisors, Inc. 660.15%0.37%0.50%Q4 2013Q1 20156
ROPES WEALTH ADVISORS LLC 330.00%0.01%0.01%Q2 2016Q2 20186
Legacy Financial Advisors, Inc. 660.01%0.01%0.02%Q4 2017Q1 20196
New Century Advisors, LLC 511.20%1.40%1.81%Q2 2014Q4 20156
DEARBORN PARTNERS LLC 660.01%0.02%0.02%Q3 2018Q4 20196
Sierra Capital LLC 660.01%0.01%0.01%Q1 2021Q2 20226
Beck Bode, LLC 410.02%0.08%0.16%Q4 2018Q2 20216
HARVEST GROUP WEALTH MANAGEMENT, LLC 660.00%0.00%0.00%Q4 2021Q1 20236
Allianz Asset Management GmbH 660.02%0.08%0.10%Q3 2013Q4 20146
OPPENHEIMER & CO INC 310.01%0.01%0.02%Q1 2021Q2 20236
GoldenTree Asset Management 510.03%0.23%0.92%Q1 2017Q1 20206
BLUESTEIN R H & CO LLC 660.02%0.02%0.03%Q4 2013Q1 20156
Aquatic Capital Management LLC 410.00%0.06%0.30%Q4 2021Q3 20236
Pinnacle Summer Investments, Inc. 660.00%0.00%0.00%Q3 2014Q4 20156
Dynamic Advisor Solutions LLC 660.15%0.28%0.38%Q1 2014Q2 20156
Weaver Consulting Group 660.00%0.00%0.00%Q1 2019Q2 20206
Accel Wealth Management 550.00%0.00%0.00%Q1 2022Q1 20235
RONALD BLUE & CO LLC 550.01%0.01%0.02%Q3 2013Q3 20145
Balentine LLC 410.00%0.00%0.00%Q3 2018Q3 20225
Bartlett & Co. LLC 320.00%0.00%0.00%Q1 2022Q4 20235
Clearstead Advisors, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
COMMUNITY BANK SYSTEM, INC. 550.00%0.00%0.00%Q3 2013Q3 20145
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 410.00%0.01%0.01%Q2 2014Q3 20155
Quantinno Capital Management LP 550.02%0.04%0.05%Q3 2022Q3 20235
Dynamic Technology Lab Private Ltd 210.02%0.07%0.14%Q1 2016Q3 20185
Orion Portfolio Solutions, LLC 310.00%0.01%0.01%Q4 2019Q3 20235
Lenox Wealth Management, Inc. 410.00%0.05%0.24%Q3 2018Q2 20205
CAPITAL INSIGHT PARTNERS, LLC 550.05%0.06%0.07%Q1 2022Q1 20235
Acrospire Investment Management LLC 320.00%0.02%0.03%Q1 2016Q2 20175
MILES CAPITAL, INC. 550.09%0.11%0.12%Q2 2017Q2 20185
Kathmere Capital Management, LLC 550.02%0.03%0.04%Q3 2022Q3 20235
VALLEY NATIONAL ADVISERS INC 550.01%0.01%0.01%Q3 2018Q3 20195
Hexagon Capital Partners LLC 550.00%0.01%0.01%Q3 2022Q3 20235
ExodusPoint Capital Management, LP 410.00%0.00%0.00%Q4 2020Q4 20225
BOKF, NA 320.00%0.00%0.00%Q3 2021Q3 20235
Crosspoint Capital Strategies, LLC 550.05%0.09%0.17%Q4 2013Q4 20145
B. Riley Wealth Management, Inc. 550.01%0.01%0.01%Q1 2014Q1 20155
First Affirmative Financial Network 550.12%0.23%0.31%Q4 2022Q4 20235
BB&T INVESTMENT SERVICES, INC. 550.01%0.01%0.02%Q4 2016Q4 20175
Susquehanna International Securities, Ltd. 310.04%0.20%0.54%Q3 2019Q1 20215
Wealthcare Advisory Partners LLC 410.00%0.00%0.00%Q3 2017Q1 20215
McAdams Wright Ragen, Inc. 550.05%0.05%0.06%Q3 2013Q3 20145
BROWN BROTHERS HARRIMAN & CO 310.00%0.00%0.00%Q1 2019Q3 20235
Independent Portfolio Consultants, Inc. 410.00%0.12%0.18%Q3 2013Q1 20155
ADVISOR PARTNERS II, LLC 550.02%0.02%0.03%Q3 2022Q3 20235
Capital Innovations LLC 320.71%0.87%1.00%Q4 2013Q2 20155
Portfolio Strategies Inc 550.01%0.01%0.01%Q4 2016Q4 20175
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 410.00%0.02%0.04%Q2 2018Q1 20225
ALTFEST L J & CO INC 550.15%0.22%0.26%Q4 2013Q4 20145
BlackRock Fund Advisors 550.00%0.00%0.00%Q3 2013Q3 20145
SEI TRUST CO 550.00%0.01%0.01%Q3 2013Q3 20145
Harel Insurance Investments & Financial Services Ltd. 550.00%0.00%0.00%Q1 2016Q1 20175
BALYASNY ASSET MANAGEMENT L.P. 310.00%0.00%0.00%Q3 2019Q4 20224
CANANDAIGUA NATIONAL BANK & TRUST CO 440.03%0.04%0.04%Q1 2018Q4 20184
CREDIT AGRICOLE S A 440.00%0.00%0.00%Q2 2021Q1 20224
MONTAG A & ASSOCIATES INC 440.00%0.00%0.00%Q4 2022Q3 20234
Asset Dedication, LLC 210.00%0.00%0.01%Q2 2018Q4 20224
BNP Paribas Asset Management Holding S.A. 440.01%0.01%0.01%Q4 2013Q3 20144
IHT Wealth Management, LLC 310.00%0.01%0.02%Q4 2016Q3 20234
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
JOYN Advisors, Inc. 440.00%0.00%0.00%Q1 2018Q4 20184
Cresset Asset Management, LLC 220.00%0.00%0.00%Q4 2018Q3 20234
RFP Financial Group LLC 440.00%0.00%0.00%Q4 2022Q3 20234
DC Investments Management, LLC 440.31%0.36%0.46%Q4 2018Q3 20194
Bleakley Financial Group, LLC 440.06%0.07%0.09%Q4 2022Q3 20234
ALBERT D MASON INC 440.07%0.08%0.09%Q2 2013Q1 20144
Sonoma Private Wealth LLC 440.32%0.45%0.75%Q4 2022Q3 20234
1 NORTH WEALTH SERVICES LLC 220.01%0.01%0.01%Q4 2018Q4 20194
Vident Investment Advisory, LLC 440.00%0.01%0.02%Q3 2022Q2 20234
Stratos Investment Management, LLC 440.22%0.24%0.27%Q1 2019Q4 20194
DGS Capital Management, LLC 220.07%0.11%0.15%Q4 2021Q1 20234
Greenwich Investment Management, Inc. 440.18%0.24%0.32%Q3 2017Q2 20184
IMA Wealth, Inc. 440.00%0.00%0.00%Q2 2018Q1 20194
Neuberger Berman Group LLC 440.00%0.00%0.00%Q3 2018Q2 20194
WHITTIER TRUST CO 310.00%0.00%0.00%Q4 2014Q3 20174
SYNOVUS FINANCIAL CORP 220.00%0.00%0.00%Q4 2016Q2 20204
Richard W. Paul & Associates, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
ALLIANCEBERNSTEIN L.P. 440.00%0.00%0.00%Q2 2014Q1 20154
First Command Bank 310.00%0.01%0.02%Q4 2016Q2 20224
Parallax Volatility Advisers, L.P. 220.00%0.00%0.00%Q1 2017Q2 20174
BOSTON PRIVATE BANK & TRUST CO 440.00%0.00%0.00%Q2 2014Q1 20154
Connor, Clark & Lunn Investment Management Ltd. 220.00%0.00%0.01%Q3 2017Q3 20214
Ridgewood Investments LLC 440.11%0.13%0.14%Q1 2019Q4 20194
St. James Investment Company, LLC 443.26%4.88%7.08%Q2 2013Q1 20144
Dorsey & Whitney Trust CO LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Gallacher Capital Management LLC 440.17%0.22%0.24%Q4 2022Q3 20234
US FINANCIAL ADVISORS, LLC 440.00%0.00%0.00%Q2 2015Q1 20164
Arkadios Wealth Advisors 220.00%0.01%0.02%Q4 2019Q3 20214
Argentus Capital Management, LLC 440.07%0.17%0.24%Q3 2013Q2 20144
Quantamental Technologies LLC 210.04%0.06%0.08%Q3 2019Q3 20224
First Command Financial Services, Inc. 310.00%0.01%0.02%Q4 2016Q2 20224
FLPUTNAM INVESTMENT MANAGEMENT CO 440.04%0.04%0.05%Q3 2014Q2 20154
MONEY CONCEPTS CAPITAL CORP 440.00%0.00%0.00%Q1 2022Q4 20224
Vise Technologies, Inc. 440.03%0.05%0.07%Q1 2022Q4 20224
EVOKE WEALTH, LLC 440.00%0.00%0.00%Q3 2019Q2 20204
Taylor Hoffman Wealth Management 440.00%0.00%0.00%Q3 2018Q2 20194
Beverly Hills Private Wealth, LLC 440.07%0.09%0.12%Q4 2022Q3 20234
Vigilant Capital Management, LLC 220.00%0.01%0.01%Q1 2019Q1 20224
LIBERTY WEALTH MANAGEMENT LLC 310.00%0.02%0.02%Q4 2018Q2 20204
Cornerstone Wealth Management, LLC 330.01%0.01%0.02%Q1 2022Q3 20223
Avestar Capital, LLC 330.03%0.03%0.03%Q1 2023Q3 20233
MARINER INDEPENDENT ADVISOR NETWORK, LLC 330.09%0.10%0.11%Q2 2014Q4 20143
TCI Wealth Advisors, Inc. 210.00%0.00%0.00%Q4 2013Q3 20183
MASSMUTUAL TRUST CO FSB/ADV 210.00%0.00%0.00%Q1 2014Q2 20153
Clark Capital Management Group, Inc. 330.12%0.14%0.16%Q2 2016Q4 20163
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.00%0.00%0.00%Q4 2017Q3 20183
MACKENZIE FINANCIAL CORP 330.00%0.00%0.00%Q4 2017Q2 20183
BEACON FINANCIAL GROUP 330.46%0.63%0.89%Q3 2013Q1 20143
Concert Wealth Management Inc. 330.02%0.04%0.04%Q2 2015Q4 20153
Marshall Wace North America L.P. 110.00%0.01%0.01%Q4 2017Q1 20203
Sigma Planning Corp 110.02%0.04%0.08%Q4 2014Q3 20163
Pale Fire Capital SE 330.21%0.74%1.73%Q1 2023Q3 20233
ROWLAND CARMICHAEL ADVISORS INC /ADV 330.10%0.11%0.12%Q2 2016Q4 20163
Larson Financial Group LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Schubert & Co 210.01%0.01%0.01%Q2 2022Q1 20233
Corient Private Wealth LLC 330.00%0.00%0.00%Q4 2022Q2 20233
FIRST NEW YORK SECURITIES LLC /NY 210.09%0.17%0.22%Q3 2013Q3 20163
CLEAR STREET MARKETS LLC 110.00%0.02%0.05%Q2 2014Q2 20223
Tevis Investment Management 330.00%0.00%0.00%Q4 2021Q2 20223
MAI Capital Management 210.00%0.01%0.01%Q4 2019Q3 20233
StoneX Group Inc. 210.07%1.47%3.39%Q3 2021Q4 20223
Integrated Wealth Concepts LLC 330.01%0.01%0.01%Q1 2023Q3 20233
MGO ONE SEVEN LLC 210.00%0.01%0.01%Q4 2017Q4 20183
Jefferies Group LLC 210.00%0.00%0.00%Q2 2015Q2 20223
Paloma Partners Management Co 210.00%0.00%0.00%Q1 2017Q3 20183
Bank Julius Baer & Co. Ltd, Zurich 330.00%0.00%0.00%Q2 2021Q4 20213
Moors & Cabot, Inc. 210.01%0.01%0.01%Q2 2022Q2 20233
Prospera Financial Services Inc 330.13%0.15%0.17%Q3 2014Q1 20153
Sowell Financial Services LLC 210.00%0.00%0.00%Q3 2019Q1 20213
Prestige Wealth Management Group LLC 210.00%0.00%0.01%Q4 2018Q4 20193
Stratos Wealth Partners, LTD. 210.00%0.00%0.01%Q4 2017Q3 20183
MOODY NATIONAL BANK TRUST DIVISION 330.00%0.00%0.00%Q3 2018Q1 20193
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 330.00%0.00%0.00%Q1 2023Q3 20233
Icon Wealth Partners, LLC 110.00%0.02%0.04%Q4 2017Q1 20193
Koshinski Asset Management, Inc. 330.00%0.01%0.01%Q3 2021Q1 20223
HANSEATIC MANAGEMENT SERVICES INC 330.00%0.00%0.00%Q3 2014Q1 20153
WFG Advisors, LP 210.00%0.01%0.01%Q3 2013Q4 20163
Sequoia Financial Advisors, LLC 330.04%0.06%0.09%Q2 2016Q4 20163
Concorde Asset Management, LLC 330.08%0.68%1.42%Q1 2021Q3 20213
Graham Capital Management, L.P. 330.09%0.10%0.11%Q3 2013Q1 20143
Snowden Capital Advisors LLC 210.00%0.00%0.00%Q2 2019Q4 20213
VSR Financial Services, Inc. 330.04%0.04%0.04%Q3 2013Q1 20143
Nuveen Asset Management, LLC 210.00%0.00%0.00%Q2 2017Q1 20213
BRANDYWINE OAK PRIVATE WEALTH LLC 330.02%0.04%0.05%Q4 2018Q2 20193
COMMERZBANK AKTIENGESELLSCHAFT /FI 210.00%0.00%0.01%Q3 2013Q3 20143
FIRST HAWAIIAN BANK 330.01%0.01%0.01%Q3 2018Q1 20193
HSBC HOLDINGS PLC 330.00%0.00%0.00%Q3 2013Q1 20143
TRUE Private Wealth Advisors 110.00%0.00%0.00%Q3 2018Q4 20193
MID CONTINENT CAPITAL LLC/IL 330.01%0.02%0.02%Q1 2014Q3 20143
Capital Investment Advisors, LLC 330.03%0.04%0.05%Q4 2015Q2 20163
Waverly Advisors, LLC 330.00%0.00%0.00%Q4 2013Q2 20143
Invst, LLC 330.04%0.04%0.05%Q1 2021Q3 20213
Alpha Cubed Investments, LLC 330.06%0.11%0.13%Q3 2014Q1 20153
Cape Investment Advisory, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Financial Gravity Companies, Inc. 210.04%0.19%0.34%Q4 2017Q4 20183
CREATIVE FINANCIAL DESIGNS INC /ADV 220.00%0.00%0.00%Q1 2017Q2 20172
Regal Investment Advisors LLC 220.00%0.00%0.00%Q2 2013Q3 20132
LEO BROKERAGE, LLC 220.16%0.18%0.20%Q1 2023Q2 20232
Savior LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Dixon Hughes Goodman Wealth Advisors LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Premia Global Advisors, LLC 220.12%0.13%0.14%Q4 2017Q1 20182
Fortitude Advisory Group L.L.C. 220.00%0.00%0.00%Q4 2021Q1 20222
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
PARK AVENUE SECURITIES LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Well Done, LLC 110.01%0.01%0.01%Q1 2018Q4 20182
Wealth Quarterback LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Investors Capital Advisory Services 220.03%0.05%0.07%Q3 2013Q4 20132
Eagle Bay Advisors LLC 220.00%0.00%0.00%Q3 2021Q4 20212
VisionPoint Advisory Group, LLC 220.08%0.11%0.14%Q3 2019Q4 20192
River Wealth Advisors LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Bank of Kentucky, Inc. 220.01%0.01%0.01%Q3 2013Q4 20132
Liberty Mutual Group Asset Management Inc. 220.01%0.02%0.02%Q1 2016Q2 20162
MACROVIEW INVESTMENT MANAGEMENT LLC 220.00%0.00%0.00%Q3 2014Q4 20142
AXA S.A. 220.00%0.00%0.00%Q3 2020Q4 20202
Alera Investment Advisors, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Rosenberg Matthew Hamilton 220.02%0.02%0.02%Q2 2023Q3 20232
GW&K Investment Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Jane Street Holding, LLC 220.06%0.07%0.09%Q3 2013Q4 20132
Frontier Wealth Management LLC 220.02%0.02%0.03%Q3 2018Q4 20182
Lourd Capital, LLC 220.02%0.02%0.04%Q4 2017Q1 20182
PITCAIRN CO 220.03%0.04%0.05%Q3 2013Q4 20132
Pinnacle Wealth Planning Services, Inc. 110.00%0.02%0.03%Q4 2020Q3 20222
State of Tennessee, Treasury Department 110.01%0.01%0.02%Q4 2016Q2 20172
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q3 2013Q1 20142
Nuveen Fund Advisors, LLC 110.03%0.03%0.03%Q2 2016Q2 20172
MYCIO WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q3 2015Q3 20162
Hoese & Co LLP 220.00%0.00%0.00%Q2 2021Q3 20212
MV CAPITAL MANAGEMENT, INC. 220.00%0.00%0.00%Q4 2014Q1 20152
Covenant Multifamily Offices, LLC 110.02%0.02%0.03%Q4 2017Q1 20192
Axiom Investment Management LLC 220.03%0.04%0.04%Q4 2018Q1 20192
Invictus RG Pte. Ltd. 220.02%0.04%0.05%Q2 2014Q3 20142
GUARDIAN CAPITAL LP 220.01%0.01%0.01%Q2 2016Q3 20162
AVIANCE CAPITAL MANAGEMENT, LLC 220.00%0.00%0.00%Q3 2013Q4 20132
Nemes Rush Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
BAILARD, INC. 220.01%0.01%0.01%Q2 2020Q3 20202
Willingdon Wealth Management 220.00%0.01%0.01%Q1 2018Q2 20182
FAIRFIELD, BUSH & CO. 110.00%0.00%0.00%Q2 2022Q2 20232
Ballentine Partners, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Quantbot Technologies LP 220.00%0.00%0.00%Q1 2020Q2 20202
BlackRock Investment Management, LLC 220.00%0.01%0.02%Q4 2013Q1 20142
ASSOCIATED BANC-CORP 220.00%0.00%0.00%Q1 2020Q2 20202
Integrated Wealth Management 220.00%0.00%0.00%Q2 2016Q3 20162
MARIETTA INVESTMENT PARTNERS LLC 220.06%0.06%0.07%Q2 2023Q3 20232
MARSHALL WACE, LLP 110.01%0.01%0.01%Q3 2019Q1 20202
Ausdal Financial Partners, Inc. 220.06%0.07%0.08%Q2 2018Q3 20182
B. Riley Wealth Advisors, Inc. 110.00%0.01%0.01%Q2 2014Q4 20142
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 220.02%0.02%0.02%Q2 2018Q3 20182
USAdvisors Wealth Management, LLC 220.05%0.07%0.09%Q3 2021Q4 20212
Arlington Partners LLC 110.00%0.00%0.00%Q1 2020Q4 20212
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2015Q4 20192
Bellwether Investment Group, LLC 220.01%0.02%0.03%Q4 2016Q1 20172
True Wealth Design, LLC 220.34%0.36%0.38%Q4 2022Q1 20232
Rockbridge Investment Management, LCC 220.00%0.00%0.00%Q1 2021Q2 20212
Visionary Asset Management, Inc. 110.01%0.03%0.06%Q3 2013Q2 20142
Gupta Wealth Management LLC 220.00%0.00%0.00%Q4 2015Q1 20162
MCF Advisors LLC 220.00%0.00%0.00%Q2 2016Q3 20162
REGIONS FINANCIAL CORP 110.00%0.00%0.00%Q4 2017Q2 20182
SALEM INVESTMENT COUNSELORS INC 220.00%0.00%0.00%Q4 2021Q1 20222
Kovack Advisors, Inc. 220.06%0.06%0.07%Q4 2017Q1 20182
STANCORP INVESTMENT ADVISERS INC 220.00%0.00%0.00%Q4 2014Q1 20152
Cubist Systematic Strategies, LLC 110.00%0.00%0.01%Q2 2022Q4 20222
BlackRock Institutional Trust Company, N.A. 220.00%0.00%0.00%Q3 2013Q4 20132
JAT CAPITAL MANAGEMENT, L.P. 220.10%0.11%0.11%Q3 2013Q4 20132
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2013Q3 20192
SPOT TRADING L.L.C. 110.00%0.00%0.01%Q2 2017Q2 20172
Bell Investment Advisors, Inc 110.00%0.00%0.00%Q3 2021Q3 20232
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q3 2019Q1 20202
Gotham Asset Management, LLC 110.00%0.00%0.00%Q4 2013Q2 20142
FinTrust Capital Advisors, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
NORDEA INVESTMENT MANAGEMENT AB 220.00%0.00%0.00%Q4 2018Q1 20192
Amplify Investments, LLC 111.50%1.50%1.50%Q1 2018Q1 20181
WEALTHFRONT Corp 110.00%0.00%0.00%Q1 2014Q1 20141
R&F Capital Advisors LP 110.06%0.06%0.06%Q1 2017Q1 20171
Summit Trail Advisors, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Evolution Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
FNY Managed Accounts LLC 110.00%0.00%0.00%Q1 2018Q1 20181
MBE Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
BALDWIN BROTHERS LLC/MA 110.00%0.00%0.00%Q1 2017Q1 20171
NATIONAL PLANNING CORP 110.01%0.01%0.01%Q4 2014Q4 20141
Wealthspire Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
MAPLE SECURITIES USA INC 110.02%0.02%0.02%Q2 2014Q2 20141
STIFEL NICOLAUS & CO INC \MO\ 110.02%0.02%0.02%Q3 2013Q3 20131
QRG CAPITAL MANAGEMENT, INC. 110.06%0.06%0.06%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
FNY Partners Fund LP 110.04%0.04%0.04%Q1 2017Q1 20171
Capital Advisors, Ltd. LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Claro Advisors LLC 110.03%0.03%0.03%Q2 2023Q2 20231
Vident Advisory, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
SIMON QUICK ADVISORS, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
SYON CAPITAL LLC 110.02%0.02%0.02%Q3 2023Q3 20231
RITHOLTZ WEALTH MANAGEMENT 110.01%0.01%0.01%Q3 2022Q3 20221
FARR MILLER & WASHINGTON LLC/DC 110.02%0.02%0.02%Q2 2014Q2 20141
COURIER CAPITAL LLC 110.03%0.03%0.03%Q3 2013Q3 20131
QCI ASSET MANAGEMENT INC/NY 110.00%0.00%0.00%Q2 2017Q2 20171
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 110.02%0.02%0.02%Q3 2021Q3 20211
Goodman Financial Corp 110.01%0.01%0.01%Q4 2017Q4 20171
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.00%0.00%0.00%Q3 2018Q3 20181
Realta Investment Advisors 110.00%0.00%0.00%Q2 2019Q2 20191
WealthShield Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Cordant, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Founders Financial Alliance, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Claybrook Capital, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Torch Wealth Management LLC 110.03%0.03%0.03%Q4 2013Q4 20131
OLD MISSION CAPITAL, LLC 110.13%0.13%0.13%Q4 2016Q4 20161
Nelson Capital Management, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
JEPPSON WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q2 2019Q2 20191
FLOW TRADERS U.S. LLC 111.33%1.33%1.33%Q3 2013Q3 20131
TITLEIST CAPITAL, LLC 110.06%0.06%0.06%Q4 2021Q4 20211
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 110.00%0.00%0.00%Q3 2022Q3 20221
Clarius Group, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Ascent Group, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Enterprise Bank & Trust Co 110.07%0.07%0.07%Q1 2019Q1 20191
VERUS CAPITAL PARTNERS, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD 110.01%0.01%0.01%Q3 2013Q3 20131
AE Wealth Management LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Busey Bank 110.00%0.00%0.00%Q4 2019Q4 20191
PNC Managed Account Solutions, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
WASHINGTON TRUST Co 110.00%0.00%0.00%Q2 2018Q2 20181
Samalin Investment Counsel, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Caprock Group, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Permian Investment Partners, LP 110.07%0.07%0.07%Q1 2016Q1 20161
WealthTrust Fairport, LLC 110.00%0.00%0.00%Q4 2014Q4 20141
PRENTISS SMITH & CO INC 110.39%0.39%0.39%Q3 2013Q3 20131
CHILDRESS CAPITAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
CANADA PENSION PLAN INVESTMENT BOARD 110.00%0.00%0.00%Q3 2013Q3 20131
Campbell & CO Investment Adviser LLC 110.06%0.06%0.06%Q2 2021Q2 20211
Versant Capital Management, Inc 110.00%0.00%0.00%Q1 2019Q1 20191
AMP Capital Investors Ltd 110.00%0.00%0.00%Q4 2014Q4 20141
WATERS PARKERSON & CO., LLC 110.02%0.02%0.02%Q4 2016Q4 20161
LOOMIS SAYLES & CO L P 110.00%0.00%0.00%Q3 2013Q3 20131
Lee Financial Co 110.00%0.00%0.00%Q2 2018Q2 20181
Mint Tower Capital Management B.V. 110.04%0.04%0.04%Q1 2020Q1 20201
Miracle Mile Advisors, LLC 110.06%0.06%0.06%Q3 2015Q3 20151
GREAT LAKES ADVISORS, LLC 110.01%0.01%0.01%Q3 2013Q3 20131
PERSONAL CFO SOLUTIONS, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
SHAPIRO ROBERT N 110.01%0.01%0.01%Q3 2013Q3 20131
XTX Topco Ltd 110.05%0.05%0.05%Q3 2022Q3 20221
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
MIRABELLA FINANCIAL SERVICES LLP 110.01%0.01%0.01%Q3 2021Q3 20211
LGT Financial Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Qtron Investments LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Exchange Capital Management, Inc. 110.00%0.00%0.00%Q4 2014Q4 20141
Mariner Wealth Advisors-NYC, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Sargent Bickham Lagudis LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Total Clarity Wealth Management, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Engineers Gate Manager LP 110.01%0.01%0.01%Q4 2021Q4 20211
NBC SECURITIES, INC. 110.03%0.03%0.03%Q3 2023Q3 20231
IAG Wealth Partners, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Migdal Insurance & Financial Holdings Ltd. 110.00%0.00%0.00%Q4 2019Q4 20191
Compagnie Lombard Odier SCmA 110.00%0.00%0.00%Q1 2015Q1 20151
WealthStone, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
STATE OF WISCONSIN INVESTMENT BOARD 110.00%0.00%0.00%Q3 2021Q3 20211
EisnerAmper Wealth Management Corporate Benefits, LLC 110.24%0.24%0.24%Q3 2015Q3 20151
PFG Private Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Syverson Strege & Co 110.01%0.01%0.01%Q1 2023Q1 20231
COMERICA SECURITIES,INC. 110.00%0.00%0.00%Q4 2022Q4 20221
Capital Asset Advisory Services LLC 110.00%0.00%0.00%Q4 2020Q4 20201
REGENTATLANTIC CAPITAL LLC 110.00%0.00%0.00%Q4 2014Q4 20141
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Rossmore Private Capital 110.00%0.00%0.00%Q4 2017Q4 20171
BANK OF NOVA SCOTIA TRUST CO 110.01%0.01%0.01%Q3 2017Q3 20171
Dorsey Wright & Associates 110.57%0.57%0.57%Q2 2023Q2 20231
COLONY GROUP LLC 110.00%0.00%0.00%Q3 2015Q3 20151
BUCKINGHAM STRATEGIC WEALTH, LLC 110.07%0.07%0.07%Q1 2014Q1 20141
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Altium Wealth Management LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Ramirez Asset Management, Inc. 110.09%0.09%0.09%Q3 2023Q3 20231
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
PRELUDE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
DUBUQUE BANK & TRUST CO 110.00%0.00%0.00%Q4 2018Q4 20181
Sound Income Strategies, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Western Asset Management Company, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
INTEGRAL DERIVATIVES, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
TRUST CO OF VERMONT 110.00%0.00%0.00%Q2 2017Q2 20171
BOURGEON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
LAKE STREET ADVISORS GROUP, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
NEW YORK STATE COMMON RETIREMENT FUND 110.00%0.00%0.00%Q3 2023Q3 20231
Center for Financial Planning, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
Shilanski & Associates, Inc. 110.05%0.05%0.05%Q2 2023Q2 20231
Sepio Capital, LP 110.01%0.01%0.01%Q4 2018Q4 20181
Cambria Investment Management, L.P. 110.83%0.83%0.83%Q4 2014Q4 20141
Karp Capital Management Corp 110.04%0.04%0.04%Q1 2017Q1 20171
Aaron Wealth Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Arden Trust Co 110.00%0.00%0.00%Q1 2020Q1 20201
Airain ltd 110.02%0.02%0.02%Q1 2017Q1 20171
ORG Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Kore Private Wealth LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Bayesian Capital Management, LP 110.07%0.07%0.07%Q4 2016Q4 20161
TOWNSQUARE CAPITAL LLC 110.01%0.01%0.01%Q2 2023Q2 20231
One Capital Management, LLC 110.00%0.00%0.00%Q3 2014Q3 20141
TWO SIGMA SECURITIES, LLC 110.26%0.26%0.26%Q1 2015Q1 20151
CAPITAL GUARDIAN TRUST CO 110.00%0.00%0.00%Q3 2017Q3 20171
BlueCrest Capital Management Ltd 110.01%0.01%0.01%Q1 2019Q1 20191
361 CAPITAL LLC 110.25%0.25%0.25%Q1 2016Q1 20161
RELIANCE TRUST CO OF DELAWARE 110.02%0.02%0.02%Q2 2016Q2 20161
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 110.00%0.00%0.00%Q4 2013Q4 20131
ING GROEP NV 110.04%0.04%0.04%Q3 2013Q3 20131
Convergence Investment Partners, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
RAYMOND JAMES TRUST N.A. 110.01%0.01%0.01%Q4 2020Q4 20201
External links

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