ORIX CORP shareholder history

Current and past ORIX CORP shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
HUNTINGTON NATIONAL BANK 39150.00%0.00%0.01%Q3 2009Q2 202454
TODD ASSET MANAGEMENT LLC 45450.30%0.56%0.80%Q2 2013Q2 202445
NORTHERN TRUST CORP 45450.00%0.00%0.01%Q2 2013Q2 202445
DIMENSIONAL FUND ADVISORS LP 45450.00%0.00%0.00%Q2 2013Q2 202445
WELLS FARGO & COMPANY/MN 45450.00%0.00%0.01%Q2 2013Q2 202445
MORGAN STANLEY 45450.00%0.01%0.02%Q2 2013Q2 202445
JPMORGAN CHASE & CO 45450.00%0.00%0.01%Q2 2013Q2 202445
FIFTH THIRD BANCORP 45450.00%0.01%0.01%Q2 2013Q2 202445
FARMERS & MERCHANTS INVESTMENTS INC 45450.00%0.00%0.00%Q2 2013Q2 202445
EAGLE GLOBAL ADVISORS LLC 45450.24%0.40%0.57%Q2 2013Q2 202445
ROYAL BANK OF CANADA 45450.00%0.00%0.00%Q2 2013Q2 202445
Laird Norton Wetherby Wealth Management, LLC 45450.05%0.10%0.17%Q2 2013Q2 202445
CITIGROUP INC 45450.00%0.00%0.00%Q2 2013Q2 202445
BANK OF AMERICA CORP /DE/ 45450.00%0.00%0.01%Q2 2013Q2 202445
US BANCORP \DE\ 45450.00%0.01%0.02%Q2 2013Q2 202445
Bank of New York Mellon Corp 45450.00%0.00%0.00%Q2 2013Q2 202445
PNC FINANCIAL SERVICES GROUP, INC. 45450.00%0.00%0.01%Q2 2013Q2 202445
GOLDMAN SACHS GROUP INC 3440.00%0.00%0.00%Q1 2012Q2 202444
D. E. Shaw & Co., Inc. 28160.00%0.00%0.01%Q2 2013Q2 202444
ASSETMARK, INC 44440.00%0.01%0.09%Q3 2013Q2 202444
ENVESTNET ASSET MANAGEMENT INC 23210.00%0.00%0.01%Q2 2013Q2 202444
First Horizon Advisors, Inc. 2140.00%0.00%0.02%Q1 2012Q4 202343
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 3670.08%0.15%0.25%Q2 2013Q1 202443
AMERIPRISE FINANCIAL INC 1860.00%0.00%0.00%Q2 2013Q2 202442
COMERICA BANK 39390.00%0.01%0.02%Q2 2013Q4 202239
UBS Group AG 39390.00%0.00%0.00%Q4 2014Q2 202439
BANK OF MONTREAL /CAN/ 37370.00%0.00%0.00%Q2 2013Q2 202237
QUADRANT CAPITAL GROUP LLC 37370.00%0.04%0.10%Q2 2015Q2 202437
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.02%0.03%0.04%Q2 2013Q1 202236
STATE STREET CORP 3510.00%0.00%0.00%Q2 2015Q2 202436
EATON VANCE MANAGEMENT 36360.00%0.00%0.01%Q2 2013Q1 202236
Strategic Global Advisors, LLC 3510.09%0.20%0.48%Q2 2015Q2 202436
SIGNATUREFD, LLC 2710.00%0.02%0.04%Q1 2014Q2 202435
BESSEMER GROUP INC 3410.00%0.00%0.01%Q3 2014Q2 202335
BTC Capital Management, Inc. 3320.04%0.12%0.18%Q3 2015Q2 202435
FINANCIAL COUNSELORS INC 1840.00%0.01%0.02%Q2 2015Q2 202434
ENTERPRISE FINANCIAL SERVICES CORP 33330.01%0.01%0.02%Q2 2013Q2 202133
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2010.00%0.00%0.00%Q3 2014Q2 202432
Aperio Group, LLC 31310.07%0.10%0.13%Q2 2013Q4 202031
Aristotle Capital Management, LLC 31310.00%0.08%0.19%Q2 2013Q4 202031
Parallel Advisors, LLC 31310.00%0.01%0.01%Q4 2016Q2 202431
Neuberger Berman Group LLC 2920.00%0.00%0.00%Q3 2013Q2 202431
SEI INVESTMENTS CO 1820.00%0.00%0.00%Q4 2014Q2 202431
IFP Advisors, Inc 1110.00%0.00%0.00%Q4 2015Q2 202431
Boston Common Asset Management, LLC 2740.02%0.14%0.30%Q2 2013Q2 202431
Cornerstone Advisors, Inc. 30300.00%0.01%0.04%Q2 2013Q3 202030
Renaissance Technologies 1830.00%0.00%0.01%Q2 2013Q4 202230
Bartlett & Co. LLC 1810.00%0.00%0.00%Q3 2013Q4 202330
NATIXIS ADVISORS, LLC 18120.00%0.02%0.05%Q2 2013Q2 202430
GREENLEAF TRUST 30300.00%0.01%0.02%Q1 2017Q2 202430
REILLY FINANCIAL ADVISORS, LLC 2910.00%0.00%0.00%Q2 2013Q1 202130
BLAIR WILLIAM & CO/IL 2450.00%0.01%0.04%Q2 2013Q2 202129
Crossmark Global Holdings, Inc. 2810.04%0.11%0.37%Q3 2016Q2 202429
DEUTSCHE BANK AG\ 2410.00%0.00%0.00%Q3 2013Q2 202129
CENTRAL TRUST Co 2720.00%0.01%0.02%Q2 2013Q2 202229
Steward Partners Investment Advisory, LLC 2180.00%0.00%0.00%Q4 2016Q2 202429
RAYMOND JAMES & ASSOCIATES 28280.00%0.00%0.01%Q1 2016Q4 202228
OLD NATIONAL BANCORP /IN/ 1620.01%0.01%0.02%Q2 2015Q1 202328
NAPLES GLOBAL ADVISORS, LLC 28280.19%0.32%0.57%Q3 2017Q2 202428
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.00%Q2 2013Q4 201927
GEODE CAPITAL MANAGEMENT, LLC 2160.00%0.00%0.00%Q4 2013Q4 202127
WHITTIER TRUST CO 27270.00%0.01%0.02%Q4 2017Q2 202427
World Asset Management Inc 27270.01%0.03%0.05%Q2 2013Q4 201927
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 2610.00%0.00%0.01%Q2 2013Q3 202027
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 26260.00%0.08%0.16%Q1 2018Q2 202426
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 26260.00%0.00%0.00%Q1 2018Q2 202426
Creative Planning 1210.00%0.00%0.00%Q2 2013Q2 202425
CREATIVE FINANCIAL DESIGNS INC /ADV 1780.00%0.00%0.00%Q4 2016Q2 202425
Advisors Asset Management, Inc. 25250.00%0.00%0.01%Q2 2018Q2 202425
SCOUT INVESTMENTS, INC. 24240.06%0.08%0.10%Q1 2016Q4 202124
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 24240.00%0.00%0.00%Q3 2018Q2 202424
BlackRock Finance, Inc. 1610.00%0.00%0.00%Q3 2015Q2 202424
Henry James International Management Inc. 24240.22%1.71%2.40%Q3 2018Q2 202424
Invesco Ltd. 2010.00%0.00%0.00%Q2 2013Q4 201924
EAGLE ASSET MANAGEMENT INC 1680.00%0.00%0.00%Q4 2016Q4 202224
FMR LLC 24240.00%0.00%0.00%Q3 2018Q2 202424
STIFEL FINANCIAL CORP 2030.00%0.01%0.01%Q4 2015Q4 202123
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1490.00%0.01%0.04%Q1 2017Q2 202423
GLENMEDE TRUST CO NA 1210.00%0.00%0.00%Q3 2014Q2 202423
Lindbrook Capital, LLC 23230.01%0.02%0.04%Q4 2018Q2 202423
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
MERCER GLOBAL ADVISORS INC /ADV 22220.01%0.02%0.03%Q1 2019Q2 202422
CWM, LLC 11110.00%0.00%0.00%Q4 2018Q2 202422
Zions Bancorporation, N.A. 22220.00%0.00%0.01%Q1 2019Q2 202422
LS Investment Advisors, LLC 22220.00%0.00%0.00%Q2 2013Q3 201822
Citadel Advisors 710.00%0.00%0.00%Q1 2016Q2 202421
Tower Research Capital LLC (TRC) 610.00%0.00%0.01%Q2 2013Q2 202421
TWO SIGMA ADVISERS, LP 1740.00%0.00%0.00%Q4 2014Q2 202021
Checchi Capital Advisers, LLC 1140.01%0.02%0.04%Q1 2016Q2 202420
JOHNSON INVESTMENT COUNSEL INC 710.00%0.00%0.01%Q1 2018Q2 202420
AMERICAN CENTURY COMPANIES INC 19190.00%0.00%0.01%Q4 2019Q2 202419
Private Capital Group, LLC 19190.01%0.02%0.02%Q4 2017Q2 202219
FULTON BANK, N.A. 1810.02%0.03%0.04%Q3 2014Q2 201919
FDx Advisors, Inc. 19190.01%0.04%0.06%Q1 2014Q3 201819
Pinnacle Bancorp, Inc. 1110.00%0.00%0.01%Q1 2017Q3 202319
TD PRIVATE CLIENT WEALTH LLC 19190.00%0.00%0.02%Q4 2019Q2 202419
SVB WEALTH LLC 1180.00%0.01%0.02%Q1 2016Q4 202119
WRIGHT INVESTORS SERVICE INC 19190.15%1.22%2.04%Q2 2013Q4 201719
RIVERHEAD CAPITAL MANAGEMENT LLC 19190.01%0.01%0.02%Q1 2014Q3 201819
RHUMBLINE ADVISERS 510.00%0.00%0.00%Q4 2013Q2 202419
Ativo Capital Management LLC 1040.27%0.55%1.37%Q1 2016Q2 202419
OSAIC HOLDINGS, INC. 18180.00%0.00%0.00%Q1 2020Q2 202418
BALDWIN WEALTH PARTNERS LLC/MA 1710.00%0.02%0.03%Q1 2017Q3 202318
RENAISSANCE GROUP LLC 18180.39%0.55%0.65%Q3 2014Q4 201818
Gilman Hill Asset Management, LLC 18180.46%0.53%0.64%Q1 2020Q2 202418
Lenox Wealth Advisors, LLC 18180.00%0.00%0.01%Q4 2017Q1 202218
BARTLETT & CO. WEALTH MANAGEMENT LLC 1030.00%0.00%0.00%Q1 2018Q2 202417
SYNOVUS FINANCIAL CORP 17170.02%0.02%0.03%Q3 2016Q3 202017
Hardman Johnston Global Advisors LLC 17170.35%1.36%1.96%Q2 2013Q2 201717
Glassman Wealth Services 17170.00%0.00%0.01%Q4 2019Q4 202317
Vanguard Personalized Indexing Management, LLC 17170.02%0.04%0.11%Q2 2020Q2 202417
Lester Murray Antman dba SimplyRich 17170.19%0.22%0.29%Q2 2020Q2 202417
CAPSTONE ASSET MANAGEMENT CO 17170.03%0.07%0.21%Q2 2013Q2 201717
MOTCO 910.00%0.00%0.00%Q2 2013Q2 202316
Column Capital Advisors, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
MILLENNIUM MANAGEMENT LLC 410.00%0.00%0.00%Q1 2014Q2 202315
D.A. DAVIDSON & CO. 15150.00%0.00%0.00%Q2 2013Q4 201615
Calvert Investment Management, Inc. 15150.02%0.06%0.21%Q2 2013Q4 201615
Mount Yale Investment Advisors, LLC 1230.01%0.05%0.07%Q1 2018Q2 202415
Advisor Group, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
TWO SIGMA INVESTMENTS, LP 610.00%0.01%0.01%Q4 2013Q1 201915
Nuveen Asset Management, LLC 1140.00%0.00%0.00%Q1 2017Q4 202115
JANE STREET GROUP, LLC 310.00%0.01%0.03%Q1 2014Q4 202315
1st Global Advisors, Inc. 1320.04%0.08%0.13%Q3 2013Q2 201715
OFI Advisors LLC 1140.00%0.00%0.01%Q3 2011Q3 201515
Global Retirement Partners, LLC 1230.00%0.00%0.01%Q3 2019Q2 202415
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 710.01%0.15%0.26%Q3 2013Q4 202015
NorthCoast Asset Management LLC 740.01%0.06%0.19%Q2 2016Q3 202115
Wambolt & Associates, LLC 15150.18%0.58%0.70%Q4 2020Q2 202415
First Trust Direct Indexing L.P. 15150.07%0.14%0.19%Q4 2020Q2 202415
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 14140.01%0.02%0.03%Q3 2015Q4 201814
Rockefeller Capital Management L.P. 1220.00%0.00%0.00%Q1 2019Q4 202214
Proficio Capital Partners LLC 1310.00%0.02%0.04%Q4 2015Q2 201914
Princeton Global Asset Management LLC 14140.36%0.53%0.90%Q4 2018Q1 202214
Balentine LLC 810.00%0.00%0.01%Q1 2016Q2 202014
Gemmer Asset Management LLC 810.00%0.00%0.00%Q1 2018Q1 202214
ALLIANCEBERNSTEIN L.P. 14140.00%0.00%0.00%Q2 2013Q3 201614
RITHOLTZ WEALTH MANAGEMENT 14140.05%0.07%0.12%Q1 2021Q2 202414
Wealthspire Advisors, L.P. 14140.01%0.05%0.09%Q4 2015Q1 201914
SUNTRUST BANKS INC 1210.01%0.01%0.02%Q4 2013Q2 201913
SANTA BARBARA ASSET MANAGEMENT, LLC 13130.03%0.04%0.06%Q1 2016Q1 201913
DREMAN VALUE MANAGEMENT, L L C 540.00%0.01%0.03%Q3 2014Q1 201813
Financial Management Professionals, Inc. 760.00%0.00%0.01%Q1 2021Q2 202413
EVOKE WEALTH, LLC 13130.00%0.00%0.00%Q3 2019Q3 202213
Zions Bancorporation 910.00%0.01%0.02%Q1 2015Q3 201812
Advisory Services Network, LLC 410.00%0.00%0.00%Q4 2013Q4 202312
LPL Financial LLC 610.00%0.00%0.00%Q3 2014Q1 202212
KANALY TRUST CO 12120.00%0.00%0.00%Q1 2014Q4 201612
Baystate Wealth Management LLC 12120.00%0.00%0.00%Q1 2021Q4 202312
Berman Capital Advisors, LLC 12120.00%0.00%0.01%Q4 2018Q3 202112
DUFF & PHELPS INVESTMENT MANAGEMENT CO 12120.03%0.09%0.12%Q3 2016Q2 201912
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
ETRADE Capital Management LLC 1020.00%0.02%0.03%Q4 2013Q4 201812
FRANKLIN RESOURCES INC 660.00%0.00%0.00%Q1 2021Q2 202412
CREDIT SUISSE AG/ 210.00%0.00%0.01%Q2 2013Q3 202112
Raymond James Financial Services Advisors, Inc. 510.00%0.00%0.00%Q1 2016Q2 202412
Ballentine Partners, LLC 510.00%0.01%0.02%Q4 2017Q2 202412
SCHRODER INVESTMENT MANAGEMENT GROUP 11110.00%0.00%0.00%Q2 2015Q4 201711
TRUEWEALTH LLC 11110.00%0.00%0.00%Q4 2017Q2 202011
Financial Gravity Asset Management, Inc. 410.00%0.02%0.06%Q1 2018Q1 202411
EverSource Wealth Advisors, LLC 11110.00%0.00%0.01%Q4 2021Q2 202411
BOSTON ADVISORS LLC 11110.01%0.02%0.03%Q4 2016Q2 201911
CAPTRUST FINANCIAL ADVISORS 810.00%0.00%0.00%Q3 2020Q2 202411
BB&T SECURITIES, LLC 1010.00%0.01%0.03%Q4 2013Q4 201811
YOUSIF CAPITAL MANAGEMENT, LLC 11110.00%0.00%0.01%Q4 2021Q2 202411
Employees Retirement System of Texas 11110.00%0.01%0.01%Q3 2021Q1 202411
RNC CAPITAL MANAGEMENT LLC 11110.01%0.02%0.02%Q4 2021Q2 202411
Bell Investment Advisors, Inc 920.00%0.00%0.00%Q3 2021Q2 202411
NOMURA HOLDINGS INC 320.00%2.08%11.73%Q2 2013Q3 201411
Valeo Financial Advisors, LLC 650.00%0.00%0.00%Q3 2017Q1 202111
Allspring Global Investments Holdings, LLC 11110.00%0.00%0.00%Q4 2021Q2 202411
M&T BANK CORP 1010.00%0.00%0.01%Q2 2015Q4 201811
Freedom Investment Management, Inc. 520.02%0.03%0.08%Q4 2016Q4 202211
UMB Bank, n.a. 11110.00%0.00%0.00%Q4 2021Q2 202411
Euclid Advisors LLC 11110.02%1.13%5.71%Q2 2014Q4 201611
FineMark National Bank & Trust 10100.00%0.00%0.00%Q2 2013Q3 201510
Summit Global Investments 10100.06%0.12%0.17%Q2 2020Q3 202210
Patriot Financial Group Insurance Agency, LLC 10100.00%0.00%0.00%Q1 2020Q2 202210
WASHINGTON TRUST BANK 730.00%0.00%0.00%Q1 2014Q2 201810
Cerity Partners LLC 910.00%0.01%0.01%Q4 2021Q2 202410
Addison Advisors LLC 810.00%0.00%0.01%Q4 2020Q2 202410
DGS Capital Management, LLC 10100.19%0.26%0.36%Q4 2021Q1 202410
Russell Investments Group, Ltd. 610.00%0.00%0.00%Q1 2017Q2 202410
Systematic Alpha Investments, LLC 10100.02%0.02%0.02%Q1 2022Q2 202410
MSI Financial Services Inc 640.00%0.00%0.00%Q2 2013Q3 201610
Jacobi Capital Management LLC 10100.05%0.06%0.10%Q2 2016Q3 201810
BARCLAYS PLC 730.00%0.00%0.00%Q1 2014Q3 202110
Dorsey & Whitney Trust CO LLC 320.02%0.02%0.04%Q2 2019Q2 202410
MANUFACTURERS LIFE INSURANCE COMPANY, THE 510.00%0.00%0.00%Q1 2015Q2 201810
Blue Trust, Inc. 990.00%0.00%0.00%Q2 2022Q2 20249
ADVISOR PARTNERS LLC 810.02%0.06%0.07%Q4 2019Q2 20229
GRATRY & Co LLC 712.07%2.45%2.86%Q4 2013Q1 20189
DEERE & CO 410.01%0.02%0.02%Q2 2013Q3 20169
AdvisorNet Financial, Inc 630.00%0.00%0.00%Q3 2019Q3 20229
Israel Discount Bank of New York 990.04%0.05%0.06%Q1 2017Q1 20199
LIBERTY WEALTH MANAGEMENT LLC 410.00%0.00%0.01%Q4 2018Q3 20219
MANAGED ACCOUNT ADVISORS LLC 990.01%0.01%0.02%Q2 2013Q2 20159
Sequoia Financial Advisors, LLC 720.01%0.01%0.01%Q1 2022Q2 20249
BANCORPSOUTH INC 710.02%0.03%0.03%Q3 2014Q4 20168
Mariner, LLC 880.00%0.00%0.00%Q3 2022Q2 20248
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 710.01%0.02%0.10%Q4 2017Q2 20248
Marshall Wace North America L.P. 530.00%0.01%0.03%Q4 2018Q1 20218
Meadow Creek Investment Management LLC 880.00%0.00%0.00%Q4 2016Q3 20188
PARADIGM ASSET MANAGEMENT CO LLC 880.01%0.36%0.67%Q3 2022Q2 20248
SUSQUEHANNA INTERNATIONAL GROUP, LLP 610.00%0.00%0.00%Q4 2015Q4 20238
LORD, ABBETT & CO. LLC 880.01%0.02%0.04%Q2 2013Q1 20158
Flinton Capital Management LLC 880.01%0.01%0.01%Q4 2016Q3 20188
Winfield Associates, Inc. 880.00%0.00%0.00%Q1 2016Q4 20178
BOKF, NA 530.00%0.00%0.01%Q3 2017Q1 20248
Cresset Asset Management, LLC 510.00%0.00%0.01%Q4 2018Q2 20248
Point View Wealth Management, Inc. 410.10%0.15%0.27%Q4 2013Q2 20178
Neuburgh Advisers LLC 880.00%0.00%0.01%Q4 2016Q3 20188
Private Advisor Group, LLC 410.01%0.02%0.03%Q1 2014Q1 20178
J.P. Morgan Private Wealth Advisors LLC 710.00%0.01%0.01%Q2 2013Q2 20158
BNP PARIBAS FINANCIAL MARKETS 610.00%0.00%0.00%Q4 2021Q2 20248
Tyers Asset Management LLC 880.01%0.01%0.01%Q4 2016Q3 20188
OPPENHEIMER ASSET MANAGEMENT INC. 530.00%0.00%0.00%Q1 2017Q4 20198
Wealthcare Advisory Partners LLC 880.00%0.00%0.00%Q2 2018Q1 20208
GUGGENHEIM CAPITAL LLC 880.00%0.00%0.01%Q4 2020Q3 20228
Kathmere Capital Management, LLC 770.02%0.04%0.06%Q4 2022Q2 20247
NAVELLIER & ASSOCIATES INC 770.01%0.02%0.03%Q4 2012Q2 20147
Altium Wealth Management LLC 770.02%0.04%0.05%Q4 2020Q2 20227
Virtu KCG Holdings LLC 510.00%0.01%0.03%Q2 2014Q2 20167
Quantinno Capital Management LP 770.05%0.06%0.07%Q4 2022Q2 20247
NORDEA INVESTMENT MANAGEMENT AB 770.00%0.00%0.00%Q2 2013Q4 20147
Rehmann Capital Advisory Group 770.00%0.00%0.00%Q1 2018Q3 20197
Calamos Advisors LLC 770.00%0.00%0.00%Q1 2022Q3 20237
MCKINLEY CAPITAL MANAGEMENT LLC 770.01%0.05%0.08%Q2 2013Q4 20147
FIRST MERCANTILE TRUST CO 770.00%0.00%0.00%Q2 2013Q4 20147
Farther Finance Advisors, LLC 770.00%0.00%0.00%Q4 2022Q2 20247
Fieldpoint Private Securities, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
First Personal Financial Services 770.00%0.00%0.00%Q4 2017Q2 20197
RFP Financial Group LLC 770.00%0.00%0.01%Q4 2022Q2 20247
Allworth Financial LP 410.00%0.00%0.00%Q2 2018Q2 20247
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
REGIONS FINANCIAL CORP 430.00%0.01%0.02%Q1 2014Q4 20187
Atria Investments, Inc 520.01%0.01%0.02%Q4 2016Q3 20187
TRUIST FINANCIAL CORP 610.00%0.03%0.04%Q2 2013Q1 20247
Placemark Investments, Inc. 770.03%0.04%0.05%Q2 2013Q4 20147
Cypress Wealth Advisors LLC 770.08%0.08%0.09%Q3 2015Q1 20177
LAKE STREET ADVISORS GROUP, LLC 330.01%0.02%0.02%Q4 2020Q2 20246
CIBC BANK USA 660.04%0.07%0.10%Q2 2013Q3 20146
FIRST MANHATTAN CO. LLC. 420.00%0.00%0.00%Q3 2014Q1 20236
abrdn Investment Management Ltd 330.01%0.02%0.06%Q2 2013Q4 20146
SeaCrest Wealth Management, LLC 660.00%0.00%0.00%Q4 2017Q1 20196
Lenox Wealth Management, Inc. 510.00%0.00%0.00%Q4 2018Q2 20206
CONFLUENCE INVESTMENT MANAGEMENT LLC 510.01%0.01%0.02%Q2 2018Q4 20196
Front Row Advisors LLC 660.00%0.00%0.01%Q1 2018Q2 20196
BlackRock Investment Management, LLC 660.00%0.00%0.00%Q2 2014Q3 20156
Manchester Capital Management LLC 330.00%0.00%0.01%Q2 2014Q4 20216
Whitnell & Co. 330.00%0.00%0.00%Q3 2015Q2 20186
Corient Private Wealth LLC 660.00%0.00%0.00%Q1 2023Q2 20246
FIRST INTERSTATE BANK 660.00%0.00%0.00%Q3 2015Q4 20166
Orion Portfolio Solutions, LLC 660.01%0.01%0.01%Q1 2023Q2 20246
Legacy Financial Advisors, Inc. 660.00%0.00%0.01%Q4 2017Q1 20196
OLD MISSION CAPITAL LLC 210.01%0.10%0.30%Q2 2016Q4 20236
Caprock Group, LLC 210.02%0.04%0.04%Q4 2017Q2 20246
HERITAGE WEALTH MANAGEMENT, LLC 420.02%0.03%0.03%Q2 2021Q4 20226
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 660.00%0.00%0.00%Q1 2023Q2 20246
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 410.00%0.01%0.06%Q1 2018Q1 20226
BlackRock Fund Advisors 660.00%0.00%0.00%Q2 2013Q3 20146
SG Americas Securities, LLC 660.00%0.01%0.01%Q2 2016Q3 20176
Concord Wealth Partners 660.00%0.04%0.06%Q1 2021Q2 20226
HERNDON CAPITAL MANAGEMENT LLC 660.00%0.00%0.01%Q2 2013Q3 20146
HARBOUR INVESTMENTS, INC. 330.00%0.00%0.00%Q2 2021Q4 20226
MARSHALL WACE, LLP 310.00%0.02%0.05%Q4 2018Q2 20235
Abound Wealth Management 550.00%0.00%0.00%Q2 2023Q2 20245
MACQUARIE GROUP LTD 550.00%0.00%0.00%Q1 2022Q1 20235
MGO ONE SEVEN LLC 320.08%0.09%0.11%Q4 2017Q1 20195
GW&K Investment Management, LLC 550.00%0.00%0.00%Q2 2023Q2 20245
Janney Montgomery Scott LLC 550.00%0.00%0.00%Q1 2023Q1 20245
OneDigital Investment Advisors LLC 550.02%0.03%0.04%Q1 2018Q1 20195
THOMPSON DAVIS & CO., INC. 550.02%0.02%0.02%Q1 2016Q1 20175
Ethic Inc. 550.01%0.01%0.01%Q2 2023Q2 20245
QUANTUM CAPITAL MANAGEMENT 550.05%0.08%0.10%Q3 2019Q3 20205
AlphaQ Advisors LLC 550.25%0.27%0.28%Q1 2023Q1 20245
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 550.00%0.00%0.00%Q2 2023Q2 20245
Avestar Capital, LLC 550.00%0.00%0.00%Q1 2018Q1 20195
Walleye Trading LLC 320.00%0.00%0.00%Q3 2015Q4 20165
Graves Light Lenhart Wealth, Inc. 550.01%0.01%0.01%Q4 2020Q4 20215
Knights of Columbus Asset Advisors LLC 320.01%0.01%0.02%Q4 2019Q2 20245
Aquatic Capital Management LLC 210.00%0.00%0.00%Q3 2022Q2 20245
ATLAS CAPITAL ADVISORS LLC 410.00%0.01%0.01%Q2 2022Q2 20245
MAI Capital Management 550.00%0.00%0.01%Q2 2023Q2 20245
River Road Asset Management, LLC 550.01%0.01%0.01%Q3 2017Q3 20185
Arkadios Wealth Advisors 320.00%0.01%0.02%Q4 2019Q3 20215
AT Bancorp 550.07%0.26%0.46%Q2 2016Q2 20175
Candriam S.C.A. 310.00%0.01%0.02%Q4 2018Q1 20225
ADVISOR PARTNERS II, LLC 550.04%0.05%0.05%Q3 2022Q3 20235
HighTower Advisors, LLC 550.00%0.00%0.00%Q2 2023Q2 20245
Corient Capital Partners, LLC 550.02%0.02%0.02%Q3 2021Q3 20225
Fisher Asset Management, LLC 550.00%0.00%0.00%Q3 2020Q3 20215
Clark Capital Management Group, Inc. 550.09%0.12%0.16%Q3 2016Q3 20175
Stonebridge Capital Advisors LLC 550.00%0.00%0.00%Q2 2019Q2 20205
KCS Wealth Advisory 550.68%0.79%0.86%Q4 2017Q4 20185
Campbell & CO Investment Adviser LLC 320.02%0.11%0.28%Q2 2020Q1 20245
West Family Investments, Inc. 550.10%0.12%0.13%Q2 2021Q2 20225
BELLEVUE ASSET MANAGEMENT, LLC 550.00%0.00%0.00%Q1 2020Q1 20215
Narus Financial Partners, LLC 410.15%0.23%0.28%Q4 2016Q4 20195
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 410.00%0.01%0.02%Q1 2022Q2 20245
One Wealth Advisors, LLC 310.01%0.09%0.14%Q1 2018Q4 20225
BOOTHBAY FUND MANAGEMENT, LLC 550.02%0.03%0.04%Q3 2021Q3 20225
Johnson Financial Group, Inc. 220.00%0.01%0.01%Q2 2013Q1 20244
tru Independence LLC 310.00%0.00%0.00%Q4 2019Q4 20204
Cornerstone Planning Group LLC 440.00%0.00%0.00%Q3 2023Q2 20244
WFG Advisors, LP 310.00%0.00%0.00%Q2 2013Q4 20144
US FINANCIAL ADVISORS, LLC 440.00%0.00%0.01%Q2 2015Q1 20164
PARK AVENUE SECURITIES LLC 440.00%0.00%0.00%Q3 2023Q2 20244
NEW YORK STATE COMMON RETIREMENT FUND 440.00%0.00%0.00%Q3 2021Q2 20224
CHANNING GLOBAL ADVISORS, LLC 440.05%0.20%0.47%Q4 2021Q3 20224
FIRST HORIZON CORP 440.00%0.00%0.00%Q3 2020Q2 20214
WHITTIER TRUST CO OF NEVADA INC 310.00%0.00%0.00%Q4 2022Q2 20244
RMR Wealth Builders 210.00%0.01%0.01%Q4 2019Q1 20214
ASSOCIATED BANC-CORP 440.00%0.00%0.00%Q1 2020Q4 20204
Aaron Wealth Advisors LLC 440.03%0.04%0.06%Q3 2023Q2 20244
PRIVATE TRUST CO NA 310.00%0.01%0.04%Q1 2014Q2 20174
QRG CAPITAL MANAGEMENT, INC. 440.07%0.07%0.08%Q3 2023Q2 20244
Laurel Wealth Planning LLC 440.00%0.00%0.00%Q3 2021Q2 20224
Arlington Partners LLC 440.00%0.00%0.01%Q4 2021Q3 20224
BROWN BROTHERS HARRIMAN & CO 210.00%0.00%0.00%Q4 2017Q3 20234
CVA Family Office, LLC 310.00%0.00%0.00%Q2 2023Q2 20244
Platte River Capital LLC 440.08%0.40%0.54%Q2 2013Q1 20144
INTRUST BANK NA 310.08%0.21%0.26%Q2 2013Q2 20144
Exchange Capital Management, Inc. 310.00%0.00%0.00%Q4 2014Q3 20184
Smithfield Trust Co 310.00%0.02%0.03%Q1 2014Q1 20244
Vident Advisory, LLC 440.02%0.03%0.04%Q3 2023Q2 20244
Geneos Wealth Management Inc. 310.00%0.00%0.00%Q1 2022Q2 20244
NewEdge Advisors, LLC 310.00%0.00%0.00%Q4 2022Q2 20244
Cambridge Investment Research Advisors, Inc. 440.03%0.03%0.04%Q1 2018Q4 20184
Smartleaf Asset Management LLC 330.00%0.00%0.00%Q4 2023Q2 20243
THOMAS WHITE INTERNATIONAL LTD 330.49%0.56%0.62%Q1 2014Q3 20143
Cable Hill Partners, LLC 330.00%0.00%0.01%Q4 2014Q2 20153
PRINCIPAL SECURITIES, INC. 330.00%0.00%0.00%Q4 2023Q2 20243
Acrospire Investment Management LLC 330.01%0.01%0.02%Q4 2016Q2 20173
ClariVest Asset Management LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Capricorn Fund Managers Ltd 330.09%0.20%0.28%Q3 2022Q1 20233
BOURGEON CAPITAL MANAGEMENT LLC 210.00%0.00%0.00%Q3 2020Q4 20233
Dorsey Wright & Associates 110.02%0.19%0.54%Q2 2013Q1 20173
HRT FINANCIAL LP 110.00%0.01%0.03%Q1 2019Q2 20223
MUFG Americas Holdings Corp 330.00%0.00%0.00%Q3 2021Q1 20223
Asset Dedication, LLC 330.00%0.00%0.00%Q3 2022Q1 20233
Bruce G. Allen Investments, LLC 330.02%0.02%0.03%Q4 2023Q2 20243
Standard Family Office LLC 210.01%0.01%0.01%Q4 2020Q3 20223
BROWN ADVISORY INC 210.00%0.00%0.00%Q2 2015Q4 20163
FinTrust Capital Advisors, LLC 210.00%0.00%0.00%Q4 2018Q2 20243
Cubist Systematic Strategies, LLC 110.01%0.01%0.02%Q2 2016Q2 20203
MML INVESTORS SERVICES, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
SHELTON CAPITAL MANAGEMENT 330.10%0.12%0.14%Q3 2016Q1 20173
Stratos Wealth Partners, LTD. 210.00%0.00%0.00%Q4 2017Q3 20183
UNITED CAPITAL FINANCIAL ADVISORS, LLC 210.00%0.00%0.00%Q2 2019Q2 20243
FORTEM FINANCIAL GROUP, LLC 330.20%0.22%0.25%Q4 2018Q2 20193
BB&T INVESTMENT SERVICES, INC. 330.00%0.00%0.00%Q2 2017Q4 20173
TRUST DEPARTMENT MB FINANCIAL BANK N A 330.00%0.00%0.00%Q2 2015Q4 20153
First Allied Advisory Services, Inc. 210.01%0.01%0.01%Q2 2015Q1 20163
WealthCollab, LLC 330.02%0.02%0.02%Q4 2023Q2 20243
Bluefin Trading, LLC 210.04%0.17%0.37%Q1 2016Q4 20163
JONES FINANCIAL COMPANIES LLLP 210.00%0.00%0.00%Q3 2013Q1 20243
AMERICAN NATIONAL BANK & TRUST 330.00%0.00%0.00%Q1 2022Q3 20223
Quantamental Technologies LLC 330.01%0.01%0.02%Q1 2019Q3 20193
JNBA Financial Advisors 210.00%0.01%0.01%Q3 2014Q3 20163
Pathway Financial Advisors LLC 330.03%0.03%0.03%Q4 2017Q2 20183
First Affirmative Financial Network 330.16%0.18%0.19%Q4 2023Q2 20243
First City Capital Management, Inc. 330.00%0.00%0.00%Q1 2014Q3 20143
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
GAMMA Investing LLC 330.02%0.02%0.02%Q4 2023Q2 20243
JANICZEK WEALTH MANAGEMENT, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Lourd Capital, LLC 210.02%0.02%0.02%Q4 2017Q4 20183
Pathstone Holdings, LLC 330.01%0.01%0.01%Q4 2023Q2 20243
STRATTON MANAGEMENT CO 330.01%0.01%0.01%Q3 2013Q1 20143
Trilogy Capital Inc. 330.00%0.00%0.00%Q1 2018Q3 20183
Pinnacle Wealth Planning Services, Inc. 210.02%0.03%0.03%Q4 2020Q2 20243
RUSSELL FRANK CO/ 330.00%0.00%0.00%Q2 2013Q4 20133
IHT Wealth Management, LLC 330.02%0.31%0.88%Q4 2016Q2 20173
Beaird Harris Wealth Management, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
MATHER GROUP, LLC. 220.00%0.00%0.00%Q1 2024Q2 20242
CIBC Private Wealth Group LLC 220.00%0.00%0.00%Q1 2024Q2 20242
COTTONWOOD CAPITAL ADVISORS, LLC 110.16%0.16%0.16%Q4 2021Q2 20242
Carroll Financial Associates, Inc. 220.00%0.00%0.00%Q3 2021Q4 20212
Vident Investment Advisory, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Advisors Preferred, LLC 220.02%0.02%0.02%Q1 2015Q2 20152
Ascent Group, LLC 220.02%0.02%0.02%Q1 2024Q2 20242
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.00%Q3 2018Q4 20182
FIRST FINANCIAL CORP /IN/ 220.00%0.00%0.00%Q1 2024Q2 20242
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q1 2014Q2 20212
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Fortitude Advisory Group L.L.C. 220.00%0.00%0.00%Q4 2021Q1 20222
PITCAIRN CO 220.02%0.02%0.02%Q1 2024Q2 20242
Continuum Advisory, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Clarius Group, LLC 220.02%0.02%0.02%Q4 2021Q1 20222
Trexquant Investment LP 220.04%0.05%0.06%Q2 2016Q3 20162
Camarda Financial Advisors, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Prestige Wealth Management Group LLC 110.00%0.00%0.00%Q4 2018Q1 20202
CONNING INC. 220.01%0.01%0.01%Q2 2017Q3 20172
PDS Planning, Inc 220.02%0.02%0.02%Q1 2024Q2 20242
Alera Investment Advisors, LLC 220.00%0.01%0.01%Q4 2018Q1 20192
Callan Capital, LLC 220.07%0.08%0.09%Q1 2024Q2 20242
PATHSTONE FAMILY OFFICE, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
AQR Capital Management 220.00%0.00%0.00%Q1 2024Q2 20242
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
Echo Point Investment Management, LLC 220.01%0.01%0.01%Q2 2013Q3 20132
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2015Q4 20192
KEYBANK NATIONAL ASSOCIATION/OH 220.00%0.00%0.00%Q1 2014Q2 20142
Ellevest, Inc. 220.00%0.00%0.00%Q2 2020Q3 20202
XY Capital Ltd 110.36%0.53%0.70%Q4 2022Q4 20232
ING GROEP NV 220.03%0.04%0.04%Q2 2013Q3 20132
Banco de Sabadell, S.A 110.13%0.14%0.16%Q1 2018Q1 20192
Avior Wealth Management, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
BENJAMIN F. EDWARDS & COMPANY, INC. 110.00%0.00%0.00%Q2 2022Q4 20222
Eagle Bay Advisors LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Realta Investment Advisors 220.00%0.00%0.00%Q1 2019Q2 20192
CAPITAL GUARDIAN TRUST CO 110.00%0.01%0.03%Q3 2014Q3 20162
Cadence Bank 220.02%0.02%0.02%Q4 2017Q1 20182
DC Investments Management, LLC 110.12%0.16%0.20%Q2 2019Q1 20202
Core Alternative Capital 110.00%0.00%0.00%Q4 2021Q3 20222
Kore Private Wealth LLC 220.00%0.00%0.00%Q1 2020Q2 20202
TRUE Private Wealth Advisors 110.00%0.00%0.00%Q3 2018Q2 20192
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q1 2018Q3 20212
Kistler-Tiffany Companies, LLC 110.00%0.00%0.00%Q2 2014Q2 20162
HIGHLAND CAPITAL MANAGEMENT LP 220.03%0.03%0.04%Q1 2014Q2 20142
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Summit Trail Advisors, LLC 220.18%0.20%0.23%Q4 2017Q1 20182
PALLADIEM, LLC 110.01%0.08%0.16%Q4 2014Q4 20212
HSBC HOLDINGS PLC 110.00%0.00%0.00%Q1 2012Q1 20182
B. Riley Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2014Q4 20142
GROUPAMA ASSET MANAGMENT 220.01%1.23%2.44%Q1 2024Q2 20242
Atomi Financial Group, Inc. 220.02%0.02%0.02%Q1 2024Q2 20242
Qtron Investments LLC 220.05%0.06%0.06%Q1 2022Q2 20222
FNY Investment Advisers, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
ROPES WEALTH ADVISORS LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Capital Analysts, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
TORONTO DOMINION BANK 110.00%0.00%0.00%Q1 2018Q1 20181
NEXT Financial Group, Inc 110.00%0.00%0.00%Q4 2021Q4 20211
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
Frazier Financial Advisors, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Fusion Family Wealth LLC 110.01%0.01%0.01%Q4 2016Q4 20161
ZRC WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q1 2024Q1 20241
Allegis Investment Advisors, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
CHILDRESS CAPITAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Sowell Financial Services LLC 110.00%0.00%0.00%Q1 2021Q1 20211
A.R.T. Advisors, LLC 110.01%0.01%0.01%Q1 2014Q1 20141
MOODY NATIONAL BANK TRUST DIVISION 110.00%0.00%0.00%Q4 2018Q4 20181
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Squar Milner Financial Services LLC 110.01%0.01%0.01%Q1 2019Q1 20191
BKM Wealth Management, LLC 110.01%0.01%0.01%Q4 2023Q4 20231
Community Bank, N.A. 110.00%0.00%0.00%Q3 2022Q3 20221
Family Firm, Inc. 110.00%0.00%0.00%Q2 2024Q2 20241
BRANDYWINE OAK PRIVATE WEALTH LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Wilmington Trust, National Association 110.02%0.02%0.02%Q4 2013Q4 20131
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Evolution Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
WIPFLI FINANCIAL ADVISORS LLC, 110.01%0.01%0.01%Q3 2022Q3 20221
Venturi Wealth Management, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
RAYMOND JAMES TRUST N.A. 110.02%0.02%0.02%Q4 2015Q4 20151
First Capital Advisors Group, LLC. 110.01%0.01%0.01%Q1 2018Q1 20181
Sensato Investors LLC 110.08%0.08%0.08%Q3 2016Q3 20161
BNC WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
CADENCE BANK NA 110.12%0.12%0.12%Q3 2013Q3 20131
Onex Canada Asset Management Inc. 110.44%0.44%0.44%Q4 2021Q4 20211
TFO Wealth Partners, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
WILMINGTON TRUST CO 110.02%0.02%0.02%Q4 2013Q4 20131
Cromwell Holdings LLC 110.04%0.04%0.04%Q2 2024Q2 20241
Creekmur Asset Management LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Sound Income Strategies, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Atlas Private Wealth Advisors 110.00%0.00%0.00%Q1 2021Q1 20211
Ground Swell Capital, LLC 110.02%0.02%0.02%Q3 2014Q3 20141
WealthStone, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
Delphi Private Advisors LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Steward Financial Group LLC 110.00%0.00%0.00%Q2 2022Q2 20221
AXA S.A. 110.00%0.00%0.00%Q3 2020Q3 20201
CULLEN/FROST BANKERS, INC. 110.00%0.00%0.00%Q3 2020Q3 20201
Cordasco Financial Network 110.00%0.00%0.00%Q2 2018Q2 20181
HARDING LOEVNER LP 110.00%0.00%0.00%Q3 2015Q3 20151
Perkins Coie Trust Co 110.00%0.00%0.00%Q3 2023Q3 20231
Well Done, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
WHV Investments, Inc. 111.78%1.78%1.78%Q1 2016Q1 20161
Intersect Capital LLC 110.04%0.04%0.04%Q1 2022Q1 20221
EVERGREEN CAPITAL MANAGEMENT LLC 110.02%0.02%0.02%Q3 2019Q3 20191
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
WealthOne, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Virtu Financial LLC 110.02%0.02%0.02%Q3 2018Q3 20181
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 110.00%0.00%0.00%Q3 2017Q3 20171
Prosperity Consulting Group, LLC 110.03%0.03%0.03%Q1 2024Q1 20241
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
Larson Financial Group LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Clean Yield Group 110.00%0.00%0.00%Q1 2015Q1 20151
Waverly Advisors, LLC 110.00%0.00%0.00%Q3 2013Q3 20131
Principle Wealth Partners LLC 110.01%0.01%0.01%Q2 2020Q2 20201
AMP Capital Investors Ltd 110.00%0.00%0.00%Q3 2018Q3 20181
Mendota Financial Group, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
BREMER TRUST NATIONAL ASSOCIATION 110.00%0.00%0.00%Q4 2018Q4 20181
FIDUCIARY TRUST INTERNATIONAL LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Krilogy Financial LLC 110.00%0.00%0.00%Q3 2018Q3 20181
JAMES INVESTMENT RESEARCH, INC. 110.00%0.00%0.00%Q1 2020Q1 20201
FLAGSHIP HARBOR ADVISORS, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Paulson Wealth Management Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
Farmers & Merchants Trust Co of Chambersburg PA 110.00%0.00%0.00%Q2 2022Q2 20221
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
OXFORD ASSET MANAGEMENT LLP 110.01%0.01%0.01%Q3 2017Q3 20171
Mariner Wealth Advisors-NYC, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
&PARTNERS 110.01%0.01%0.01%Q2 2024Q2 20241
JFS WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Prime Capital Investment Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Grey Street Capital, LLC 110.05%0.05%0.05%Q1 2024Q1 20241
Connor, Clark & Lunn Investment Management Ltd. 110.01%0.01%0.01%Q2 2024Q2 20241
GENWORTH FINANCIAL INC 110.05%0.05%0.05%Q2 2013Q2 20131
Wealth Quarterback LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Wealthspire Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Qube Research & Technologies Ltd 110.00%0.00%0.00%Q3 2020Q3 20201
Ashton Thomas Private Wealth, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
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
PINNACLE FINANCIAL PARTNERS INC 110.00%0.00%0.00%Q3 2022Q3 20221
Hardy Reed LLC 110.03%0.03%0.03%Q2 2024Q2 20241
CHOREO, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
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
REGENTATLANTIC CAPITAL LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Rossmore Private Capital 110.00%0.00%0.00%Q4 2017Q4 20171
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Arden Trust Co 110.00%0.00%0.00%Q1 2020Q1 20201
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
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
CIM INVESTMENT MANAGEMENT INC 110.10%0.10%0.10%Q1 2014Q1 20141
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
Pacific Capital Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2024Q2 20241
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
Quantbot Technologies LP 110.00%0.00%0.00%Q4 2021Q4 20211
Perigon Wealth Management, LLC 110.01%0.01%0.01%Q3 2016Q3 20161
GETCO Holding Company, LLC 110.09%0.09%0.09%Q2 2013Q2 20131
D'Orazio & Associates, Inc. 110.00%0.00%0.00%Q3 2021Q3 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
Csenge Advisory Group 110.04%0.04%0.04%Q3 2018Q3 20181
Lynx Investment Advisory 110.00%0.00%0.00%Q2 2024Q2 20241
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
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
GlobalBridge, Inc. 110.16%0.16%0.16%Q4 2013Q4 20131
Claybrook Capital, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Jane Street Holding, LLC 110.02%0.02%0.02%Q3 2013Q3 20131
COMERICA SECURITIES,INC. 110.00%0.00%0.00%Q4 2022Q4 20221
COLONY GROUP LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Connectus Wealth, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Claro Advisors LLC 110.00%0.00%0.00%Q4 2018Q4 20181
External links

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