ORIX CORP shareholder history

Current and past ORIX CORP shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
HUNTINGTON NATIONAL BANK 36150.00%0.00%0.01%Q3 2009Q3 202351
JPMORGAN CHASE & CO 42420.00%0.00%0.01%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.02%Q2 2013Q3 202342
TODD ASSET MANAGEMENT LLC 42420.30%0.55%0.70%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.01%Q2 2013Q3 202342
FARMERS & MERCHANTS INVESTMENTS INC 42420.00%0.00%0.00%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
Laird Norton Wetherby Wealth Management, LLC 42420.05%0.10%0.17%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.00%0.00%Q2 2013Q3 202342
First Horizon Advisors, Inc. 2140.00%0.00%0.02%Q1 2012Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.01%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.01%0.02%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.00%0.00%0.00%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.01%0.01%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.00%0.01%Q2 2013Q3 202342
EAGLE GLOBAL ADVISORS LLC 42420.24%0.40%0.57%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 21200.00%0.00%0.01%Q2 2013Q3 202341
D. E. Shaw & Co., Inc. 25160.00%0.00%0.01%Q2 2013Q3 202341
GOLDMAN SACHS GROUP INC 3140.00%0.00%0.00%Q1 2012Q3 202341
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 3650.08%0.16%0.25%Q2 2013Q3 202341
ASSETMARK, INC 41410.00%0.01%0.09%Q3 2013Q3 202341
COMERICA BANK 39390.00%0.01%0.02%Q2 2013Q4 202239
AMERIPRISE FINANCIAL INC 1860.00%0.00%0.00%Q2 2013Q3 202339
BANK OF MONTREAL /CAN/ 37370.00%0.00%0.00%Q2 2013Q2 202237
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
EATON VANCE MANAGEMENT 36360.00%0.00%0.01%Q2 2013Q1 202236
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.02%0.03%0.04%Q2 2013Q1 202236
BESSEMER GROUP INC 3410.00%0.00%0.01%Q3 2014Q2 202335
QUADRANT CAPITAL GROUP LLC 34340.00%0.04%0.10%Q2 2015Q3 202334
BTC Capital Management, Inc. 33330.04%0.12%0.18%Q3 2015Q3 202333
ENTERPRISE FINANCIAL SERVICES CORP 33330.01%0.01%0.02%Q2 2013Q2 202133
STATE STREET CORP 3210.00%0.00%0.00%Q2 2015Q3 202333
Strategic Global Advisors, LLC 3210.09%0.20%0.48%Q2 2015Q3 202333
SIGNATUREFD, LLC 2410.00%0.02%0.04%Q1 2014Q3 202332
Aristotle Capital Management, LLC 31310.00%0.08%0.19%Q2 2013Q4 202031
Aperio Group, LLC 31310.07%0.10%0.13%Q2 2013Q4 202031
FINANCIAL COUNSELORS INC 1840.00%0.01%0.02%Q2 2015Q3 202331
Renaissance Technologies 1830.00%0.00%0.01%Q2 2013Q4 202230
Cornerstone Advisors, Inc. 30300.00%0.01%0.04%Q2 2013Q3 202030
REILLY FINANCIAL ADVISORS, LLC 2910.00%0.00%0.00%Q2 2013Q1 202130
Bartlett & Co. LLC 1810.00%0.00%0.00%Q3 2013Q4 202330
BLAIR WILLIAM & CO/IL 2450.00%0.01%0.04%Q2 2013Q2 202129
CENTRAL TRUST Co 2720.00%0.01%0.02%Q2 2013Q2 202229
DEUTSCHE BANK AG\ 2410.00%0.00%0.00%Q3 2013Q2 202129
Neuberger Berman Group LLC 29290.00%0.00%0.00%Q3 2013Q3 202029
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2010.00%0.00%0.00%Q3 2014Q3 202329
IFP Advisors, Inc 1110.00%0.00%0.00%Q4 2015Q3 202328
Parallel Advisors, LLC 28280.00%0.01%0.01%Q4 2016Q3 202328
SEI INVESTMENTS CO 1820.00%0.00%0.00%Q4 2014Q3 202328
RAYMOND JAMES & ASSOCIATES 28280.00%0.00%0.01%Q1 2016Q4 202228
Boston Common Asset Management, LLC 2440.02%0.14%0.30%Q2 2013Q3 202328
OLD NATIONAL BANCORP /IN/ 1620.01%0.01%0.02%Q2 2015Q1 202328
World Asset Management Inc 27270.01%0.03%0.05%Q2 2013Q4 201927
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.00%Q2 2013Q4 201927
NATIXIS ADVISORS, L.P. 15120.00%0.02%0.05%Q2 2013Q3 202327
GEODE CAPITAL MANAGEMENT, LLC 2160.00%0.00%0.00%Q4 2013Q4 202127
UBS ASSET MANAGEMENT AMERICAS INC 2610.00%0.00%0.01%Q2 2013Q3 202027
GREENLEAF TRUST 27270.00%0.01%0.02%Q1 2017Q3 202327
Crossmark Global Holdings, Inc. 2510.04%0.11%0.37%Q3 2016Q3 202326
Steward Partners Investment Advisory, LLC 1880.00%0.00%0.00%Q4 2016Q3 202326
NAPLES GLOBAL ADVISORS, LLC 25250.19%0.33%0.57%Q3 2017Q3 202325
Invesco Ltd. 2010.00%0.00%0.00%Q2 2013Q4 201924
EAGLE ASSET MANAGEMENT INC 1680.00%0.00%0.00%Q4 2016Q4 202224
SCOUT INVESTMENTS, INC. 24240.06%0.08%0.10%Q1 2016Q4 202124
WHITTIER TRUST CO 24240.00%0.01%0.02%Q4 2017Q3 202324
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 23230.00%0.08%0.16%Q1 2018Q3 202323
STIFEL FINANCIAL CORP 2030.00%0.01%0.01%Q4 2015Q4 202123
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 23230.00%0.00%0.00%Q1 2018Q3 202323
ClearBridge Investments 23230.01%0.02%0.03%Q2 2013Q4 201823
RELIANCE TRUST CO OF DELAWARE 23230.07%0.13%0.18%Q2 2013Q4 201823
CREATIVE FINANCIAL DESIGNS INC /ADV 1480.00%0.00%0.00%Q4 2016Q3 202322
Advisors Asset Management, Inc. 22220.00%0.00%0.01%Q2 2018Q3 202322
LS Investment Advisors, LLC 22220.00%0.00%0.00%Q2 2013Q3 201822
GLENMEDE TRUST CO NA 1220.00%0.00%0.00%Q3 2014Q3 202022
Creative Planning 910.00%0.00%0.00%Q2 2013Q3 202322
TWO SIGMA ADVISERS, LP 1740.00%0.00%0.00%Q4 2014Q2 202021
Henry James International Management Inc. 21210.22%1.64%2.40%Q3 2018Q3 202321
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
BlackRock Inc. 1310.00%0.00%0.00%Q3 2015Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Lindbrook Capital, LLC 20200.01%0.02%0.04%Q4 2018Q3 202320
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1190.00%0.01%0.04%Q1 2017Q3 202320
CWM, LLC 1180.00%0.00%0.00%Q4 2018Q3 202319
FULTON BANK, N.A. 1810.02%0.03%0.04%Q3 2014Q2 201919
RIVERHEAD CAPITAL MANAGEMENT LLC 19190.01%0.01%0.02%Q1 2014Q3 201819
Zions Bancorporation, N.A. 19190.00%0.00%0.01%Q1 2019Q3 202319
WRIGHT INVESTORS SERVICE INC 19190.15%1.22%2.04%Q2 2013Q4 201719
Pinnacle Bancorp, Inc. 1110.00%0.00%0.01%Q1 2017Q3 202319
Private Capital Group, LLC 19190.01%0.02%0.02%Q4 2017Q2 202219
MERCER GLOBAL ADVISORS INC /ADV 19190.01%0.02%0.03%Q1 2019Q3 202319
SVB WEALTH LLC 1180.00%0.01%0.02%Q1 2016Q4 202119
FDx Advisors, Inc. 19190.01%0.04%0.06%Q1 2014Q3 201819
Citadel Advisors 710.00%0.00%0.00%Q1 2016Q3 202318
Lenox Wealth Advisors, LLC 18180.00%0.00%0.01%Q4 2017Q1 202218
RENAISSANCE GROUP LLC 18180.39%0.55%0.65%Q3 2014Q4 201818
BALDWIN BROTHERS LLC/MA 1710.00%0.02%0.03%Q1 2017Q3 202318
Tower Research Capital LLC (TRC) 610.00%0.00%0.01%Q2 2013Q3 202318
Hardman Johnston Global Advisors LLC 17170.35%1.36%1.96%Q2 2013Q2 201717
JOHNSON INVESTMENT COUNSEL INC 610.00%0.00%0.01%Q1 2018Q3 202317
Checchi Capital Advisers, LLC 1120.02%0.02%0.04%Q1 2016Q3 202317
SYNOVUS FINANCIAL CORP 17170.02%0.02%0.03%Q3 2016Q3 202017
CAPSTONE ASSET MANAGEMENT CO 17170.03%0.07%0.21%Q2 2013Q2 201717
Ativo Capital Management LLC 740.27%0.45%0.59%Q1 2016Q3 202316
Column Capital Advisors, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
RHUMBLINE ADVISERS 410.00%0.00%0.00%Q4 2013Q3 202316
Glassman Wealth Services 16160.00%0.00%0.01%Q4 2019Q3 202316
AMERICAN CENTURY COMPANIES INC 16160.00%0.00%0.01%Q4 2019Q3 202316
MOTCO 910.00%0.00%0.00%Q2 2013Q2 202316
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 710.01%0.15%0.26%Q3 2013Q4 202015
1st Global Advisors, Inc. 1320.04%0.08%0.13%Q3 2013Q2 201715
NorthCoast Asset Management LLC 740.01%0.06%0.19%Q2 2016Q3 202115
Calvert Investment Management, Inc. 15150.02%0.06%0.21%Q2 2013Q4 201615
D.A. DAVIDSON & CO. 15150.00%0.00%0.00%Q2 2013Q4 201615
Nuveen Asset Management, LLC 1140.00%0.00%0.00%Q1 2017Q4 202115
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
MILLENNIUM MANAGEMENT LLC 410.00%0.00%0.00%Q1 2014Q2 202315
OFI Advisors LLC 1140.00%0.00%0.01%Q3 2011Q3 201515
Advisor Group, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
Gilman Hill Asset Management, LLC 15150.46%0.52%0.59%Q1 2020Q3 202315
TWO SIGMA INVESTMENTS, LP 610.00%0.01%0.01%Q4 2013Q1 201915
Proficio Capital Partners LLC 1310.00%0.02%0.04%Q4 2015Q2 201914
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 14140.01%0.02%0.03%Q3 2015Q4 201814
JANE STREET GROUP, LLC 310.00%0.01%0.03%Q1 2014Q3 202314
Balentine LLC 810.00%0.00%0.01%Q1 2016Q2 202014
Wealthspire Advisors, L.P. 14140.01%0.05%0.09%Q4 2015Q1 201914
Gemmer Asset Management LLC 810.00%0.00%0.00%Q1 2018Q1 202214
Rockefeller Capital Management L.P. 1220.00%0.00%0.00%Q1 2019Q4 202214
Lester Murray Antman dba SimplyRich 14140.19%0.23%0.29%Q2 2020Q3 202314
Princeton Global Asset Management LLC 14140.36%0.53%0.90%Q4 2018Q1 202214
ALLIANCEBERNSTEIN L.P. 14140.00%0.00%0.00%Q2 2013Q3 201614
Vanguard Personalized Indexing Management, LLC 14140.02%0.04%0.11%Q2 2020Q3 202314
SUNTRUST BANKS INC 1210.01%0.01%0.02%Q4 2013Q2 201913
DREMAN VALUE MANAGEMENT, L L C 540.00%0.01%0.03%Q3 2014Q1 201813
EVOKE WEALTH, LLC 13130.00%0.00%0.00%Q3 2019Q3 202213
SANTA BARBARA ASSET MANAGEMENT, LLC 13130.03%0.04%0.06%Q1 2016Q1 201913
DUFF & PHELPS INVESTMENT MANAGEMENT CO 12120.03%0.09%0.12%Q3 2016Q2 201912
LPL Financial LLC 610.00%0.00%0.00%Q3 2014Q1 202212
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Mount Yale Investment Advisors, LLC 930.01%0.05%0.07%Q1 2018Q3 202312
Wambolt & Associates, LLC 12120.18%0.57%0.70%Q4 2020Q3 202312
Zions Bancorporation 910.00%0.01%0.02%Q1 2015Q3 201812
Berman Capital Advisors, LLC 12120.00%0.00%0.01%Q4 2018Q3 202112
KANALY TRUST CO 12120.00%0.00%0.00%Q1 2014Q4 201612
ETRADE Capital Management LLC 1020.00%0.02%0.03%Q4 2013Q4 201812
CREDIT SUISSE AG/ 210.00%0.00%0.01%Q2 2013Q3 202112
First Trust Direct Indexing L.P. 12120.07%0.13%0.19%Q4 2020Q3 202312
Global Retirement Partners, LLC 930.00%0.00%0.01%Q3 2019Q3 202312
Freedom Investment Management, Inc. 520.02%0.03%0.08%Q4 2016Q4 202211
Ballentine Partners, LLC 510.01%0.01%0.02%Q4 2017Q1 202211
Advisory Services Network, LLC 410.00%0.00%0.00%Q4 2013Q1 202311
NOMURA HOLDINGS INC 320.00%2.08%11.73%Q2 2013Q3 201411
TRUEWEALTH LLC 11110.00%0.00%0.00%Q4 2017Q2 202011
Baystate Wealth Management LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
SCHRODER INVESTMENT MANAGEMENT GROUP 11110.00%0.00%0.00%Q2 2015Q4 201711
Euclid Advisors LLC 11110.02%1.13%5.71%Q2 2014Q4 201611
BB&T SECURITIES, LLC 1010.00%0.01%0.03%Q4 2013Q4 201811
BOSTON ADVISORS LLC 11110.01%0.02%0.03%Q4 2016Q2 201911
RITHOLTZ WEALTH MANAGEMENT 11110.05%0.08%0.12%Q1 2021Q3 202311
Valeo Financial Advisors, LLC 650.00%0.00%0.00%Q3 2017Q1 202111
M&T BANK CORP 1010.00%0.00%0.01%Q2 2015Q4 201811
MSI Financial Services Inc 640.00%0.00%0.00%Q2 2013Q3 201610
Financial Management Professionals, Inc. 640.00%0.00%0.01%Q1 2021Q3 202310
Financial Gravity Asset Management, Inc. 410.00%0.02%0.06%Q1 2018Q2 202310
BARCLAYS PLC 730.00%0.00%0.00%Q1 2014Q3 202110
WASHINGTON TRUST BANK 730.00%0.00%0.00%Q1 2014Q2 201810
Jacobi Capital Management LLC 10100.05%0.06%0.10%Q2 2016Q3 201810
Summit Global Investments 10100.06%0.12%0.17%Q2 2020Q3 202210
MANUFACTURERS LIFE INSURANCE COMPANY, THE 510.00%0.00%0.00%Q1 2015Q2 201810
Patriot Financial Group Insurance Agency, LLC 10100.00%0.00%0.00%Q1 2020Q2 202210
Raymond James Financial Services Advisors, Inc. 510.00%0.00%0.00%Q1 2016Q3 202310
FineMark National Bank & Trust 10100.00%0.00%0.00%Q2 2013Q3 201510
Israel Discount Bank of New York 990.04%0.05%0.06%Q1 2017Q1 20199
AdvisorNet Financial, Inc 630.00%0.00%0.00%Q3 2019Q3 20229
GRATRY & Co LLC 712.07%2.45%2.86%Q4 2013Q1 20189
MANAGED ACCOUNT ADVISORS LLC 990.01%0.01%0.02%Q2 2013Q2 20159
CAPTRUST FINANCIAL ADVISORS 810.00%0.00%0.00%Q3 2020Q3 20239
ADVISOR PARTNERS LLC 810.02%0.06%0.07%Q4 2019Q2 20229
DEERE & CO 410.01%0.02%0.02%Q2 2013Q3 20169
Employees Retirement System of Texas 990.00%0.01%0.01%Q3 2021Q3 20239
Addison Advisors LLC 810.00%0.00%0.00%Q4 2020Q1 20239
FRANKLIN RESOURCES INC 630.00%0.00%0.00%Q1 2021Q3 20239
LIBERTY WEALTH MANAGEMENT LLC 410.00%0.00%0.01%Q4 2018Q3 20219
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
Private Advisor Group, LLC 410.01%0.02%0.03%Q1 2014Q1 20178
Bell Investment Advisors, Inc 620.00%0.00%0.00%Q3 2021Q3 20238
Tyers Asset Management LLC 880.01%0.01%0.01%Q4 2016Q3 20188
LORD, ABBETT & CO. LLC 880.01%0.02%0.04%Q2 2013Q1 20158
Marshall Wace North America L.P. 530.00%0.01%0.03%Q4 2018Q1 20218
Winfield Associates, Inc. 880.00%0.00%0.00%Q1 2016Q4 20178
Wealthcare Advisory Partners LLC 880.00%0.00%0.00%Q2 2018Q1 20208
YOUSIF CAPITAL MANAGEMENT, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
GUGGENHEIM CAPITAL LLC 880.00%0.00%0.01%Q4 2020Q3 20228
EverSource Wealth Advisors, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
RNC CAPITAL MANAGEMENT LLC 880.01%0.01%0.02%Q4 2021Q3 20238
OPPENHEIMER ASSET MANAGEMENT INC. 530.00%0.00%0.00%Q1 2017Q4 20198
Neuburgh Advisers LLC 880.00%0.00%0.01%Q4 2016Q3 20188
Meadow Creek Investment Management LLC 880.00%0.00%0.00%Q4 2016Q3 20188
BANCORPSOUTH INC 710.02%0.03%0.03%Q3 2014Q4 20168
Flinton Capital Management LLC 880.01%0.01%0.01%Q4 2016Q3 20188
Allspring Global Investments Holdings, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
J.P. Morgan Private Wealth Advisors LLC 710.00%0.01%0.01%Q2 2013Q2 20158
Dorsey & Whitney Trust CO LLC 320.02%0.03%0.04%Q2 2019Q1 20238
Point View Wealth Management, Inc. 410.10%0.15%0.27%Q4 2013Q2 20178
WELLINGTON MANAGEMENT GROUP LLP 610.00%0.00%0.00%Q2 2013Q3 20187
Brinker Capital Investments, LLC 770.01%0.01%0.01%Q2 2021Q4 20227
Altium Wealth Management LLC 770.02%0.04%0.05%Q4 2020Q2 20227
FIRST MERCANTILE TRUST CO 770.00%0.00%0.00%Q2 2013Q4 20147
NORDEA INVESTMENT MANAGEMENT AB 770.00%0.00%0.00%Q2 2013Q4 20147
REGIONS FINANCIAL CORP 430.00%0.01%0.02%Q1 2014Q4 20187
Systematic Alpha Investments, LLC 770.02%0.02%0.02%Q1 2022Q3 20237
SUSQUEHANNA INTERNATIONAL GROUP, LLP 610.00%0.00%0.00%Q4 2015Q2 20197
Atria Investments, Inc 520.01%0.01%0.02%Q4 2016Q3 20187
MCKINLEY CAPITAL MANAGEMENT LLC 770.01%0.05%0.08%Q2 2013Q4 20147
Cypress Wealth Advisors LLC 770.08%0.08%0.09%Q3 2015Q1 20177
NAVELLIER & ASSOCIATES INC 770.01%0.02%0.03%Q4 2012Q2 20147
First Personal Financial Services 770.00%0.00%0.00%Q4 2017Q2 20197
Calamos Advisors LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Cerity Partners LLC 610.00%0.01%0.01%Q4 2021Q3 20237
Rehmann Capital Advisory Group 770.00%0.00%0.00%Q1 2018Q3 20197
Placemark Investments, Inc. 770.03%0.04%0.05%Q2 2013Q4 20147
Virtu KCG Holdings LLC 510.00%0.01%0.03%Q2 2014Q2 20167
Fieldpoint Private Securities, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
Russell Investments Group, Ltd. 310.00%0.00%0.00%Q1 2017Q3 20237
CONFLUENCE INVESTMENT MANAGEMENT LLC 510.01%0.01%0.02%Q2 2018Q4 20196
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 410.00%0.01%0.06%Q1 2018Q1 20226
TRUIST FINANCIAL CORP 660.01%0.03%0.04%Q2 2013Q3 20146
BOKF, NA 330.00%0.00%0.01%Q3 2017Q3 20236
BlackRock Investment Management, LLC 660.00%0.00%0.00%Q2 2014Q3 20156
Front Row Advisors LLC 660.00%0.00%0.01%Q1 2018Q2 20196
Lenox Wealth Management, Inc. 510.00%0.00%0.00%Q4 2018Q2 20206
abrdn Investment Management Ltd 330.01%0.02%0.06%Q2 2013Q4 20146
Sequoia Financial Advisors, LLC 420.01%0.01%0.01%Q1 2022Q3 20236
FIRST MANHATTAN CO. LLC. 420.00%0.00%0.00%Q3 2014Q1 20236
Concord Wealth Partners 660.00%0.04%0.06%Q1 2021Q2 20226
CIBC BANK USA 660.04%0.07%0.10%Q2 2013Q3 20146
SeaCrest Wealth Management, LLC 660.00%0.00%0.00%Q4 2017Q1 20196
Manchester Capital Management LLC 330.00%0.00%0.01%Q2 2014Q4 20216
Whitnell & Co. 330.00%0.00%0.00%Q3 2015Q2 20186
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
FIRST INTERSTATE BANK 660.00%0.00%0.00%Q3 2015Q4 20166
DGS Capital Management, LLC 660.19%0.28%0.36%Q4 2021Q1 20236
HARBOUR INVESTMENTS, INC. 330.00%0.00%0.00%Q2 2021Q4 20226
Legacy Financial Advisors, Inc. 660.00%0.00%0.01%Q4 2017Q1 20196
HERNDON CAPITAL MANAGEMENT LLC 660.00%0.00%0.01%Q2 2013Q3 20146
SG Americas Securities, LLC 660.00%0.01%0.01%Q2 2016Q3 20176
HERITAGE WEALTH MANAGEMENT, LLC 420.02%0.03%0.03%Q2 2021Q4 20226
BlackRock Fund Advisors 660.00%0.00%0.00%Q2 2013Q3 20146
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
OneDigital Investment Advisors LLC 550.02%0.03%0.04%Q1 2018Q1 20195
KCS Wealth Advisory 550.68%0.79%0.86%Q4 2017Q4 20185
Caprock Group, LLC 210.04%0.04%0.04%Q4 2017Q4 20195
AT Bancorp 550.07%0.26%0.46%Q2 2016Q2 20175
Graves Light Lenhart Wealth, Inc. 550.01%0.01%0.01%Q4 2020Q4 20215
Cresset Asset Management, LLC 210.00%0.00%0.00%Q4 2018Q3 20235
One Wealth Advisors, LLC 310.01%0.09%0.14%Q1 2018Q4 20225
THOMPSON DAVIS & CO., INC. 550.02%0.02%0.02%Q1 2016Q1 20175
MGO ONE SEVEN LLC 320.08%0.09%0.11%Q4 2017Q1 20195
BNP PARIBAS FINANCIAL MARKETS 310.00%0.00%0.00%Q4 2021Q3 20235
MARSHALL WACE, LLP 310.00%0.02%0.05%Q4 2018Q2 20235
OLD MISSION CAPITAL LLC 210.01%0.12%0.30%Q2 2016Q2 20205
Stonebridge Capital Advisors LLC 550.00%0.00%0.00%Q2 2019Q2 20205
BOOTHBAY FUND MANAGEMENT, LLC 550.02%0.03%0.04%Q3 2021Q3 20225
Candriam S.C.A. 310.00%0.01%0.02%Q4 2018Q1 20225
Avestar Capital, LLC 550.00%0.00%0.00%Q1 2018Q1 20195
River Road Asset Management, LLC 550.01%0.01%0.01%Q3 2017Q3 20185
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 410.01%0.03%0.10%Q4 2017Q3 20235
BELLEVUE ASSET MANAGEMENT, LLC 550.00%0.00%0.00%Q1 2020Q1 20215
QUANTUM CAPITAL MANAGEMENT 550.05%0.08%0.10%Q3 2019Q3 20205
MACQUARIE GROUP LTD 550.00%0.00%0.00%Q1 2022Q1 20235
Fisher Asset Management, LLC 550.00%0.00%0.00%Q3 2020Q3 20215
Walleye Trading LLC 320.00%0.00%0.00%Q3 2015Q4 20165
ADVISOR PARTNERS II, LLC 550.04%0.05%0.05%Q3 2022Q3 20235
Arkadios Wealth Advisors 320.00%0.01%0.02%Q4 2019Q3 20215
Mariner, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Corient Capital Partners, LLC 550.02%0.02%0.02%Q3 2021Q3 20225
Clark Capital Management Group, Inc. 550.09%0.12%0.16%Q3 2016Q3 20175
PARADIGM ASSET MANAGEMENT CO LLC 550.01%0.23%0.43%Q3 2022Q3 20235
West Family Investments, Inc. 550.10%0.12%0.13%Q2 2021Q2 20225
tru Independence LLC 310.00%0.00%0.00%Q4 2019Q4 20204
Cambridge Investment Research Advisors, Inc. 440.03%0.03%0.04%Q1 2018Q4 20184
US FINANCIAL ADVISORS, LLC 440.00%0.00%0.01%Q2 2015Q1 20164
BROWN BROTHERS HARRIMAN & CO 210.00%0.00%0.00%Q4 2017Q3 20234
Quantinno Capital Management LP 440.05%0.06%0.07%Q4 2022Q3 20234
Narus Financial Partners, LLC 440.24%0.25%0.28%Q4 2016Q3 20174
RMR Wealth Builders 210.00%0.01%0.01%Q4 2019Q1 20214
Allworth Financial LP 210.00%0.00%0.00%Q2 2018Q3 20234
Laurel Wealth Planning LLC 440.00%0.00%0.00%Q3 2021Q2 20224
NEW YORK STATE COMMON RETIREMENT FUND 440.00%0.00%0.00%Q3 2021Q2 20224
Kathmere Capital Management, LLC 440.02%0.04%0.06%Q4 2022Q3 20234
FIRST HORIZON CORP 440.00%0.00%0.00%Q3 2020Q2 20214
WFG Advisors, LP 310.00%0.00%0.00%Q2 2013Q4 20144
Exchange Capital Management, Inc. 310.00%0.00%0.00%Q4 2014Q3 20184
INTRUST BANK NA 310.08%0.21%0.26%Q2 2013Q2 20144
RFP Financial Group LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Arlington Partners LLC 440.00%0.00%0.01%Q4 2021Q3 20224
CHANNING GLOBAL ADVISORS, LLC 440.05%0.20%0.47%Q4 2021Q3 20224
ASSOCIATED BANC-CORP 440.00%0.00%0.00%Q1 2020Q4 20204
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
PRIVATE TRUST CO NA 310.00%0.01%0.04%Q1 2014Q2 20174
Platte River Capital LLC 440.08%0.40%0.54%Q2 2013Q1 20144
BB&T INVESTMENT SERVICES, INC. 330.00%0.00%0.00%Q2 2017Q4 20173
Stratos Wealth Partners, LTD. 210.00%0.00%0.00%Q4 2017Q3 20183
Acrospire Investment Management LLC 330.01%0.01%0.02%Q4 2016Q2 20173
Bluefin Trading, LLC 210.04%0.17%0.37%Q1 2016Q4 20163
Asset Dedication, LLC 330.00%0.00%0.00%Q3 2022Q1 20233
Smithfield Trust Co 330.01%0.02%0.03%Q1 2014Q3 20143
IHT Wealth Management, LLC 330.02%0.31%0.88%Q4 2016Q2 20173
Standard Family Office LLC 210.01%0.01%0.01%Q4 2020Q3 20223
FORTEM FINANCIAL GROUP, LLC 330.20%0.22%0.25%Q4 2018Q2 20193
First City Capital Management, Inc. 330.00%0.00%0.00%Q1 2014Q3 20143
JNBA Financial Advisors 210.00%0.01%0.01%Q3 2014Q3 20163
MUFG Americas Holdings Corp 330.00%0.00%0.00%Q3 2021Q1 20223
HRT FINANCIAL LP 110.00%0.01%0.03%Q1 2019Q2 20223
Corient Private Wealth LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Aquatic Capital Management LLC 210.00%0.00%0.00%Q3 2022Q2 20233
Dorsey Wright & Associates 110.02%0.19%0.54%Q2 2013Q1 20173
Capricorn Fund Managers Ltd 330.09%0.20%0.28%Q3 2022Q1 20233
Orion Portfolio Solutions, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
AlphaQ Advisors LLC 330.25%0.26%0.28%Q1 2023Q3 20233
Cable Hill Partners, LLC 330.00%0.00%0.01%Q4 2014Q2 20153
THOMAS WHITE INTERNATIONAL LTD 330.49%0.56%0.62%Q1 2014Q3 20143
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 330.00%0.00%0.00%Q1 2023Q3 20233
SHELTON CAPITAL MANAGEMENT 330.10%0.12%0.14%Q3 2016Q1 20173
TRUST DEPARTMENT MB FINANCIAL BANK N A 330.00%0.00%0.00%Q2 2015Q4 20153
Pathway Financial Advisors LLC 330.03%0.03%0.03%Q4 2017Q2 20183
Financial Gravity Companies, Inc. 210.00%0.02%0.04%Q4 2017Q4 20183
Gryphon Financial Partners LLC 330.00%0.00%0.00%Q4 2017Q2 20183
TD ASSET MANAGEMENT INC 210.00%0.00%0.01%Q3 2013Q1 20183
American Portfolios Advisors 330.00%0.00%0.00%Q3 2021Q1 20223
Lourd Capital, LLC 210.02%0.02%0.02%Q4 2017Q4 20183
STRATTON MANAGEMENT CO 330.01%0.01%0.01%Q3 2013Q1 20143
Trilogy Capital Inc. 330.00%0.00%0.00%Q1 2018Q3 20183
RUSSELL FRANK CO/ 330.00%0.00%0.00%Q2 2013Q4 20133
LAKE STREET ADVISORS GROUP, LLC 330.02%0.02%0.02%Q4 2020Q2 20213
Janney Montgomery Scott LLC 330.00%0.00%0.00%Q1 2023Q3 20233
JANICZEK WEALTH MANAGEMENT, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Quantamental Technologies LLC 330.01%0.01%0.02%Q1 2019Q3 20193
AMERICAN NATIONAL BANK 330.00%0.00%0.00%Q1 2022Q3 20223
First Allied Advisory Services, Inc. 210.01%0.01%0.01%Q2 2015Q1 20163
Campbell & CO Investment Adviser LLC 210.03%0.16%0.28%Q2 2020Q3 20233
Cubist Systematic Strategies, LLC 110.01%0.01%0.02%Q2 2016Q2 20203
BROWN ADVISORY INC 210.00%0.00%0.00%Q2 2015Q4 20163
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
BENJAMIN F. EDWARDS & COMPANY, INC. 110.00%0.00%0.00%Q2 2022Q4 20222
Trexquant Investment LP 220.04%0.05%0.06%Q2 2016Q3 20162
Core Alternative Capital 110.00%0.00%0.00%Q4 2021Q3 20222
HighTower Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Advisors Preferred, LLC 220.02%0.02%0.02%Q1 2015Q2 20152
PATHSTONE FAMILY OFFICE, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2015Q4 20192
Kore Private Wealth LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Camarda Financial Advisors, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Banco de Sabadell, S.A 110.13%0.14%0.16%Q1 2018Q1 20192
Realta Investment Advisors 220.00%0.00%0.00%Q1 2019Q2 20192
Johnson Financial Group, Inc. 220.01%0.01%0.01%Q2 2013Q3 20132
Ellevest, Inc. 220.00%0.00%0.00%Q2 2020Q3 20202
KEYBANK NATIONAL ASSOCIATION/OH 220.00%0.00%0.00%Q1 2014Q2 20142
CONNING INC. 220.01%0.01%0.01%Q2 2017Q3 20172
HSBC HOLDINGS PLC 110.00%0.00%0.00%Q1 2012Q1 20182
Summit Trail Advisors, LLC 220.18%0.20%0.23%Q4 2017Q1 20182
Echo Point Investment Management, LLC 220.01%0.01%0.01%Q2 2013Q3 20132
CAPITAL GUARDIAN TRUST CO 110.00%0.01%0.03%Q3 2014Q3 20162
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 110.00%0.01%0.02%Q1 2022Q3 20232
Cadence Bank 220.02%0.02%0.02%Q4 2017Q1 20182
Ethic Inc. 220.01%0.01%0.01%Q2 2023Q3 20232
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
TRUE Private Wealth Advisors 110.00%0.00%0.00%Q3 2018Q2 20192
DC Investments Management, LLC 110.12%0.16%0.20%Q2 2019Q1 20202
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q1 2018Q3 20212
HIGHLAND CAPITAL MANAGEMENT LP 220.03%0.03%0.04%Q1 2014Q2 20142
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q2 2019Q4 20212
Clarius Group, LLC 220.02%0.02%0.02%Q4 2021Q1 20222
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.00%Q3 2018Q4 20182
Vident Investment Advisory, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Knights of Columbus Asset Advisors LLC 220.01%0.01%0.01%Q4 2019Q1 20202
ATLAS CAPITAL ADVISORS LLC 110.00%0.00%0.00%Q2 2022Q3 20232
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q1 2014Q2 20212
GW&K Investment Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
PALLADIEM, LLC 110.01%0.08%0.16%Q4 2014Q4 20212
Kistler-Tiffany Companies, LLC 110.00%0.00%0.00%Q2 2014Q2 20162
Fortitude Advisory Group L.L.C. 220.00%0.00%0.00%Q4 2021Q1 20222
ING GROEP NV 220.03%0.04%0.04%Q2 2013Q3 20132
B. Riley Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2014Q4 20142
MAI Capital Management 220.00%0.00%0.01%Q2 2023Q3 20232
Eagle Bay Advisors LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
FinTrust Capital Advisors, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Qtron Investments LLC 220.05%0.06%0.06%Q1 2022Q2 20222
Copeland Capital Management, LLC 220.00%0.00%0.00%Q2 2019Q3 20192
Fiera Capital Corp 220.02%0.02%0.03%Q3 2016Q4 20162
Prestige Wealth Management Group LLC 110.00%0.00%0.00%Q4 2018Q1 20202
Alera Investment Advisors, LLC 220.00%0.01%0.01%Q4 2018Q1 20192
Carroll Financial Associates, Inc. 220.00%0.00%0.00%Q3 2021Q4 20212
BOURGEON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q3 2020Q3 20232
Delphi Private Advisors LLC 110.00%0.00%0.00%Q2 2019Q2 20191
GUARDIAN CAPITAL LP 110.04%0.04%0.04%Q1 2018Q1 20181
ROCKEFELLER FINANCIAL SERVICES INC 110.00%0.00%0.00%Q1 2016Q1 20161
WHITTIER TRUST CO OF NEVADA INC 110.00%0.00%0.00%Q4 2022Q4 20221
WealthStone, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
Ground Swell Capital, LLC 110.02%0.02%0.02%Q3 2014Q3 20141
Atlas Private Wealth Advisors 110.00%0.00%0.00%Q1 2021Q1 20211
Sound Income Strategies, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
CIM INVESTMENT MANAGEMENT INC 110.10%0.10%0.10%Q1 2014Q1 20141
WILMINGTON TRUST CO 110.02%0.02%0.02%Q4 2013Q4 20131
TFO Wealth Partners, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
NORTHWEST INVESTMENT COUNSELORS, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Truvestments Capital LLC 110.01%0.01%0.01%Q1 2019Q1 20191
First Affirmative Financial Network 110.16%0.16%0.16%Q4 2023Q4 20231
Interchange Capital Partners, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
NewSquare Capital LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Onex Canada Asset Management Inc. 110.44%0.44%0.44%Q4 2021Q4 20211
Quantbot Technologies LP 110.00%0.00%0.00%Q4 2021Q4 20211
COTTONWOOD CAPITAL ADVISORS, LLC 110.16%0.16%0.16%Q4 2021Q4 20211
CADENCE BANK NA 110.12%0.12%0.12%Q3 2013Q3 20131
ROPES WEALTH ADVISORS LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Perigon Wealth Management, LLC 110.01%0.01%0.01%Q3 2016Q3 20161
BNC WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Claro Advisors LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Sensato Investors LLC 110.08%0.08%0.08%Q3 2016Q3 20161
GETCO Holding Company, LLC 110.09%0.09%0.09%Q2 2013Q2 20131
First Capital Advisors Group, LLC. 110.01%0.01%0.01%Q1 2018Q1 20181
OXFORD ASSET MANAGEMENT LLP 110.01%0.01%0.01%Q3 2017Q3 20171
D'Orazio & Associates, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
RAYMOND JAMES TRUST N.A. 110.02%0.02%0.02%Q4 2015Q4 20151
WIPFLI FINANCIAL ADVISORS LLC, 110.01%0.01%0.01%Q3 2022Q3 20221
Evolution Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
CANADA PENSION PLAN INVESTMENT BOARD 110.00%0.00%0.00%Q1 2021Q1 20211
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Bremer Bank National Association 110.00%0.00%0.00%Q1 2019Q1 20191
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 110.03%0.03%0.03%Q1 2016Q1 20161
Prospera Financial Services Inc 110.00%0.00%0.00%Q1 2022Q1 20221
QRG CAPITAL MANAGEMENT, INC. 110.08%0.08%0.08%Q3 2023Q3 20231
Csenge Advisory Group 110.04%0.04%0.04%Q3 2018Q3 20181
Enterprise Trust & Investment Co 110.00%0.00%0.00%Q2 2022Q2 20221
Bogart Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Wilmington Trust, National Association 110.02%0.02%0.02%Q4 2013Q4 20131
Vident Advisory, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
BRANDYWINE OAK PRIVATE WEALTH LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Quantitative Systematic Strategies LLC 110.04%0.04%0.04%Q2 2019Q2 20191
Gupta Wealth Management LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
MCF Advisors LLC 110.00%0.00%0.00%Q2 2016Q2 20161
Karp Capital Management Corp 110.08%0.08%0.08%Q1 2017Q1 20171
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q4 2022Q4 20221
XY Capital Ltd 110.70%0.70%0.70%Q4 2022Q4 20221
Community Bank, N.A. 110.00%0.00%0.00%Q3 2022Q3 20221
GlobalBridge, Inc. 110.16%0.16%0.16%Q4 2013Q4 20131
Squar Milner Financial Services LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q2 2020Q2 20201
MOODY NATIONAL BANK TRUST DIVISION 110.00%0.00%0.00%Q4 2018Q4 20181
Claybrook Capital, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
UNITED CAPITAL FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Sowell Financial Services LLC 110.00%0.00%0.00%Q1 2021Q1 20211
CHILDRESS CAPITAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
FIRST HAWAIIAN BANK 110.01%0.01%0.01%Q3 2018Q3 20181
Santori & Peters, Inc. 110.00%0.00%0.00%Q4 2017Q4 20171
NKCFO LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Farmers & Merchants Trust Co of Chambersburg PA 110.00%0.00%0.00%Q2 2022Q2 20221
Paulson Wealth Management Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
FNY Investment Advisers, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Aaron Wealth Advisors LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Mariner Wealth Advisors-NYC, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
FLAGSHIP HARBOR ADVISORS, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
JAMES INVESTMENT RESEARCH INC 110.00%0.00%0.00%Q1 2020Q1 20201
Krilogy Financial LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Prime Capital Investment Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
PARK AVENUE SECURITIES LLC 110.00%0.00%0.00%Q3 2023Q3 20231
FIDUCIARY TRUST INTERNATIONAL LLC 110.00%0.00%0.00%Q4 2018Q4 20181
A.R.T. Advisors, LLC 110.01%0.01%0.01%Q1 2014Q1 20141
Allegis Investment Advisors, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
BREMER TRUST NATIONAL ASSOCIATION 110.00%0.00%0.00%Q4 2018Q4 20181
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q3 2013Q3 20131
GENWORTH FINANCIAL INC 110.05%0.05%0.05%Q2 2013Q2 20131
Wealthspire Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Wealth Quarterback LLC 110.00%0.00%0.00%Q4 2019Q4 20191
AMP Capital Investors Ltd 110.00%0.00%0.00%Q3 2018Q3 20181
Principle Wealth Partners LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Jane Street Holding, LLC 110.02%0.02%0.02%Q3 2013Q3 20131
Waverly Advisors, LLC 110.00%0.00%0.00%Q3 2013Q3 20131
Qube Research & Technologies Ltd 110.00%0.00%0.00%Q3 2020Q3 20201
Clean Yield Group 110.00%0.00%0.00%Q1 2015Q1 20151
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
COMERICA SECURITIES,INC. 110.00%0.00%0.00%Q4 2022Q4 20221
Mirae Asset Global Investments Co., Ltd. 110.02%0.02%0.02%Q1 2018Q1 20181
Gary Goldberg Planning Services Inc 110.00%0.00%0.00%Q1 2014Q1 20141
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
Cornerstone Planning Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
PINNACLE FINANCIAL PARTNERS INC 110.00%0.00%0.00%Q3 2022Q3 20221
COLONY GROUP LLC 110.00%0.00%0.00%Q3 2015Q3 20151
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 110.00%0.00%0.00%Q3 2017Q3 20171
CVA Family Office, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Virtu Financial LLC 110.02%0.02%0.02%Q3 2018Q3 20181
WealthOne, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Syverson Strege & Co 110.01%0.01%0.01%Q3 2021Q3 20211
MEEDER ASSET MANAGEMENT INC 110.00%0.00%0.00%Q3 2020Q3 20201
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
REGENTATLANTIC CAPITAL LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Connectus Wealth, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Rossmore Private Capital 110.00%0.00%0.00%Q4 2017Q4 20171
Fusion Family Wealth LLC 110.01%0.01%0.01%Q4 2016Q4 20161
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Pinnacle Wealth Planning Services, Inc. 110.02%0.02%0.02%Q4 2020Q4 20201
EVERGREEN CAPITAL MANAGEMENT LLC 110.02%0.02%0.02%Q3 2019Q3 20191
Intersect Capital LLC 110.04%0.04%0.04%Q1 2022Q1 20221
WHV Investments, Inc. 111.78%1.78%1.78%Q1 2016Q1 20161
Well Done, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
NEXT Financial Group, Inc 110.00%0.00%0.00%Q4 2021Q4 20211
Perkins Coie Trust Co 110.00%0.00%0.00%Q3 2023Q3 20231
TORONTO DOMINION BANK 110.00%0.00%0.00%Q1 2018Q1 20181
HARDING LOEVNER LP 110.00%0.00%0.00%Q3 2015Q3 20151
Cordasco Financial Network 110.00%0.00%0.00%Q2 2018Q2 20181
Arden Trust Co 110.00%0.00%0.00%Q1 2020Q1 20201
Geneos Wealth Management Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
NewEdge Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
CULLEN/FROST BANKERS, INC. 110.00%0.00%0.00%Q3 2020Q3 20201
AXA S.A. 110.00%0.00%0.00%Q3 2020Q3 20201
Steward Financial Group LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Capital Analysts, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Convergence Investment Partners, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Baker Avenue Asset Management, LP 110.00%0.00%0.00%Q1 2023Q1 20231
External links

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