OTTER TAIL CORP shareholder history

Current and past OTTER TAIL CORP shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 2410.00%0.00%0.00%Q4 2013Q3 202359
Citadel Advisors 27130.00%0.00%0.00%Q3 2013Q3 202357
CITIGROUP INC 42420.00%0.00%0.01%Q2 2013Q3 202346
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 43430.00%0.01%0.01%Q1 2013Q3 202343
AQR Capital Management 4210.00%0.00%0.02%Q4 2012Q3 202343
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202343
CREDIT SUISSE AG/ 43430.00%0.00%0.01%Q1 2013Q3 202343
MARTINGALE ASSET MANAGEMENT L P 42420.00%0.04%0.08%Q2 2013Q3 202342
GEODE CAPITAL MANAGEMENT, LLC 42420.00%0.01%0.01%Q2 2013Q3 202342
GABELLI FUNDS LLC 42420.13%0.26%0.40%Q2 2013Q3 202342
VOYA INVESTMENT MANAGEMENT LLC 42420.00%0.00%0.00%Q2 2013Q3 202342
Swiss National Bank 42420.00%0.00%0.01%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.03%0.05%0.09%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.00%0.01%Q2 2013Q3 202342
RHUMBLINE ADVISERS 42420.00%0.01%0.01%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.01%0.01%0.01%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.00%Q2 2013Q3 202342
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 42420.00%0.00%0.01%Q2 2013Q3 202342
METROPOLITAN LIFE INSURANCE CO/NY 42420.01%0.01%0.01%Q2 2013Q3 202342
PRICE T ROWE ASSOCIATES INC /MD/ 42420.00%0.00%0.00%Q2 2013Q3 202342
VANGUARD GROUP INC 42420.00%0.01%0.01%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.00%0.00%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.00%0.00%Q2 2013Q3 202342
FIRST MANHATTAN CO. LLC. 42420.01%0.02%0.03%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
AMERICAN INTERNATIONAL GROUP, INC. 42420.00%0.00%0.01%Q2 2013Q3 202342
ALLIANCEBERNSTEIN L.P. 42420.00%0.00%0.00%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.00%0.03%0.10%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.00%Q2 2013Q3 202342
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42420.01%0.01%0.01%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.02%0.02%0.03%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.01%Q2 2013Q3 202342
BlackRock Inc. 42420.00%0.00%0.01%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.00%0.00%0.00%Q2 2013Q3 202342
UBS ASSET MANAGEMENT AMERICAS INC 42420.00%0.00%0.00%Q2 2013Q3 202342
GAMCO INVESTORS, INC. ET AL 42420.05%0.13%0.26%Q2 2013Q3 202342
STATE STREET CORP 42420.00%0.00%0.01%Q2 2013Q3 202342
GOLDMAN SACHS GROUP INC 3140.00%0.00%0.00%Q1 2012Q3 202342
FARMERS & MERCHANTS INVESTMENTS INC 3830.00%0.01%0.04%Q2 2013Q3 202341
BNP PARIBAS FINANCIAL MARKETS 30110.00%0.00%0.01%Q2 2013Q3 202341
BARCLAYS PLC 31100.00%0.00%0.00%Q2 2013Q3 202341
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 41410.00%0.00%0.00%Q3 2013Q3 202341
DEUTSCHE BANK AG\ 41410.00%0.00%0.00%Q3 2013Q3 202341
Renaissance Technologies 3910.00%0.02%0.05%Q2 2013Q3 202340
Accredited Investors Inc. 3190.02%0.09%0.18%Q3 2013Q3 202340
GREAT WEST LIFE ASSURANCE CO /CAN/ 40400.00%0.00%0.01%Q4 2013Q3 202340
NJ State Employees Deferred Compensation Plan 39390.08%0.16%0.28%Q1 2014Q3 202339
FIRST TRUST ADVISORS LP 3080.00%0.05%0.09%Q2 2013Q3 202338
Legal & General Group Plc 37370.00%0.00%0.00%Q3 2014Q3 202337
JNBA Financial Advisors 2040.00%0.00%0.01%Q2 2013Q3 202337
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202337
Zebra Capital Management LLC 2790.19%0.95%2.86%Q4 2013Q1 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.00%0.00%0.01%Q2 2013Q1 202236
Advisors Asset Management, Inc. 3230.00%0.04%0.12%Q3 2014Q3 202335
NEW YORK STATE COMMON RETIREMENT FUND 35350.00%0.00%0.01%Q1 2015Q3 202335
Zurcher Kantonalbank (Zurich Cantonalbank) 35350.00%0.00%0.00%Q1 2015Q3 202335
JPMORGAN CHASE & CO 2830.00%0.00%0.00%Q2 2013Q3 202335
Edge Wealth Management LLC 35350.00%0.00%0.01%Q2 2013Q4 202135
VICTORY CAPITAL MANAGEMENT INC 34340.00%0.01%0.02%Q2 2015Q3 202334
MILLENNIUM MANAGEMENT LLC 2420.00%0.01%0.02%Q2 2013Q3 202334
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 33330.00%0.01%0.01%Q2 2013Q2 202133
PRINCIPAL FINANCIAL GROUP INC 820.00%0.00%0.01%Q2 2013Q3 202333
Versant Capital Management, Inc 33330.00%0.00%0.00%Q4 2015Q4 202333
BANK OF MONTREAL /CAN/ 2310.00%0.00%0.00%Q2 2014Q3 202333
Iowa State Bank 32320.09%0.17%0.31%Q4 2015Q3 202332
North Star Investment Management Corp. 1710.00%0.10%0.37%Q2 2014Q3 202332
NISA INVESTMENT ADVISORS, LLC 3110.00%0.00%0.01%Q2 2014Q3 202332
BESSEMER GROUP INC 2910.00%0.00%0.01%Q2 2013Q3 202332
PRUDENTIAL FINANCIAL INC 2650.00%0.01%0.02%Q4 2013Q3 202331
PANAGORA ASSET MANAGEMENT INC 2720.00%0.00%0.01%Q2 2013Q2 202331
SEI INVESTMENTS CO 31310.00%0.00%0.01%Q1 2016Q3 202331
Geneos Wealth Management Inc. 31310.00%0.01%0.01%Q1 2016Q3 202331
D.A. DAVIDSON & CO. 1860.00%0.00%0.01%Q2 2013Q3 202331
HUNTINGTON NATIONAL BANK 2010.00%0.00%0.01%Q1 2009Q3 202231
Raymond James Financial Services Advisors, Inc. 17140.00%0.00%0.01%Q4 2015Q3 202331
ACADIAN ASSET MANAGEMENT LLC 2710.00%0.01%0.06%Q3 2013Q1 202331
ProShare Advisors LLC 1210.00%0.00%0.03%Q2 2013Q3 202330
Tower Research Capital LLC (TRC) 1410.00%0.01%0.06%Q3 2013Q3 202330
TRUST CO OF VERMONT 2820.00%0.00%0.00%Q2 2013Q3 202330
NORTH POINT PORTFOLIO MANAGERS CORP/OH 2820.04%0.05%0.08%Q2 2013Q1 202330
LPL Financial LLC 29290.00%0.00%0.00%Q3 2016Q3 202329
Pflug Koory, LLC 28280.00%0.00%0.00%Q4 2016Q3 202328
TEACHER RETIREMENT SYSTEM OF TEXAS 1340.00%0.00%0.01%Q2 2013Q3 202327
Ameritas Investment Partners, Inc. 27270.01%0.01%0.01%Q1 2017Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.01%Q2 2013Q4 201927
QS Investors, LLC 2330.00%0.02%0.06%Q4 2014Q2 202126
M&T BANK CORP 26260.00%0.00%0.00%Q3 2014Q4 202026
OPTIMUM INVESTMENT ADVISORS 2410.01%0.01%0.03%Q1 2015Q4 202325
ICON ADVISERS INC/CO 1440.02%0.22%0.57%Q4 2014Q2 202225
Steward Partners Investment Advisory, LLC 25250.00%0.01%0.01%Q3 2017Q3 202325
Financial Architects, Inc 1820.00%0.00%0.01%Q2 2013Q2 202025
IFP Advisors, Inc 1710.00%0.00%0.00%Q4 2015Q3 202325
TIAA CREF INVESTMENT MANAGEMENT LLC 24240.00%0.00%0.00%Q2 2013Q1 201924
TEACHERS ADVISORS, LLC 24240.00%0.01%0.02%Q2 2013Q1 201924
NorthRock Partners, LLC 24240.02%0.07%0.17%Q4 2017Q3 202324
MetLife Investment Management, LLC 24240.01%0.01%0.01%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.01%0.02%0.03%Q4 2017Q3 202324
Parallel Advisors, LLC 24240.00%0.00%0.01%Q4 2016Q3 202224
Russell Investments Group, Ltd. 2010.00%0.00%0.00%Q4 2016Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
FEDERATED HERMES, INC. 1860.00%0.01%0.04%Q1 2014Q3 202324
RAYMOND JAMES & ASSOCIATES 1810.00%0.00%0.00%Q2 2014Q3 202323
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 23230.02%0.02%0.03%Q1 2018Q3 202323
FMR LLC 2110.00%0.00%0.00%Q2 2013Q3 202322
NewEdge Advisors, LLC 22220.00%0.02%0.04%Q2 2018Q3 202322
PEAK6 Group LLC 510.00%0.00%0.01%Q2 2013Q2 201822
VIRGINIA RETIREMENT SYSTEMS ET AL 1520.00%0.01%0.03%Q1 2017Q3 202322
REILLY FINANCIAL ADVISORS, LLC 22220.00%0.00%0.00%Q3 2015Q4 202022
SG Americas Securities, LLC 610.00%0.00%0.02%Q3 2013Q1 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.01%0.03%0.06%Q3 2018Q3 202321
LSV ASSET MANAGEMENT 11100.00%0.01%0.04%Q2 2014Q3 202321
BerganKDV Wealth Management, LLC 21210.01%0.01%0.01%Q2 2018Q2 202321
SYMONS CAPITAL MANAGEMENT INC 1740.09%0.15%0.31%Q2 2016Q3 202121
GUGGENHEIM CAPITAL LLC 1650.00%0.00%0.01%Q4 2014Q4 202221
Bell Bank 810.02%0.13%1.00%Q2 2013Q3 202321
Creative Planning 820.00%0.00%0.00%Q2 2013Q3 202321
AMALGAMATED BANK 11100.00%0.01%0.01%Q3 2017Q3 202321
Allworth Financial LP 1920.00%0.00%0.00%Q4 2017Q3 202321
STRS OHIO 810.00%0.00%0.01%Q2 2013Q3 202320
LOS ANGELES CAPITAL MANAGEMENT LLC 760.00%0.01%0.02%Q2 2016Q3 202320
CENTRAL TRUST Co 1190.00%0.00%0.00%Q2 2013Q4 201820
FIRST HAWAIIAN BANK 20200.01%0.02%0.02%Q4 2018Q3 202320
AFFINITY INVESTMENT ADVISORS, LLC 20200.08%0.27%0.51%Q4 2018Q3 202320
Independence Bank of Kentucky 1640.00%0.01%0.03%Q4 2017Q3 202320
Cambridge Investment Research Advisors, Inc. 1280.00%0.00%0.00%Q3 2018Q3 202320
CWM, LLC 1010.00%0.01%0.02%Q3 2015Q3 202319
STIFEL FINANCIAL CORP 710.00%0.01%0.04%Q2 2015Q1 202319
Hendershot Investments Inc. 19190.05%0.06%0.09%Q1 2019Q3 202319
QUADRANT CAPITAL GROUP LLC 19190.00%0.00%0.01%Q1 2019Q3 202319
TWO SIGMA ADVISERS, LP 810.00%0.00%0.01%Q1 2014Q1 202119
Archer Investment Corp 1090.00%0.00%0.00%Q4 2018Q3 202319
THRIVENT FINANCIAL FOR LUTHERANS 1010.00%0.01%0.01%Q3 2013Q3 202319
Janney Montgomery Scott LLC 990.00%0.02%0.06%Q3 2013Q3 202318
Aperio Group, LLC 18180.00%0.00%0.00%Q3 2016Q4 202018
Nationwide Fund Advisors 18180.00%0.00%0.00%Q2 2013Q3 201718
CAPTRUST FINANCIAL ADVISORS 990.00%0.00%0.00%Q3 2017Q2 202218
Nuveen Asset Management, LLC 18180.00%0.01%0.02%Q2 2019Q3 202318
Commonwealth Equity Services, Inc 18180.00%0.01%0.02%Q2 2013Q3 201718
KBC Group NV 990.00%0.00%0.01%Q2 2013Q3 202318
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 1620.00%0.03%0.04%Q4 2017Q3 202318
NORGES BANK 1620.00%0.00%0.01%Q2 2012Q4 201618
Lindbrook Capital, LLC 1350.00%0.00%0.00%Q4 2018Q3 202318
Parallax Volatility Advisers, L.P. 610.00%0.00%0.00%Q3 2014Q4 201818
PEAK6 Investments LLC 520.00%0.00%0.01%Q1 2021Q3 202318
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1010.00%0.00%0.00%Q2 2013Q3 202318
Stanley-Laman Group, Ltd. 17170.36%0.47%0.55%Q2 2016Q2 202017
Evercore Wealth Management, LLC 17170.00%0.00%0.00%Q4 2013Q4 201717
Valtinson Bruner Financial Planning LLC 930.12%0.27%0.48%Q4 2018Q3 202317
TWO SIGMA INVESTMENTS, LP 410.00%0.00%0.01%Q1 2014Q3 202317
Alexandria Capital, LLC 17170.00%0.00%0.00%Q2 2013Q2 201717
ENTERPRISE FINANCIAL SERVICES CORP 16160.00%0.00%0.01%Q2 2013Q1 201716
SNS Financial Group, LLC 16160.04%0.06%0.10%Q4 2019Q3 202316
FULLER & THALER ASSET MANAGEMENT, INC. 1510.00%0.14%0.24%Q2 2017Q3 202316
HighMark Wealth Management LLC 16160.01%0.01%0.02%Q4 2019Q3 202316
GLENMEDE TRUST CO NA 1310.00%0.03%0.09%Q2 2015Q4 202116
MURPHY CAPITAL MANAGEMENT INC 710.03%0.04%0.06%Q2 2013Q4 201816
INVESTMENT CENTERS OF AMERICA INC 1330.04%0.07%0.14%Q3 2013Q3 201716
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
Capital Advisory Group Advisory Services, LLC 710.01%0.01%0.02%Q1 2018Q1 202215
BlackRock Fund Advisors 15150.01%0.01%0.01%Q2 2013Q4 201615
BlackRock Investment Management, LLC 15150.00%0.01%0.01%Q2 2013Q4 201615
D. E. Shaw & Co., Inc. 410.00%0.00%0.00%Q4 2013Q3 202315
JOHN G ULLMAN & ASSOCIATES INC 1410.05%0.86%1.43%Q1 2014Q1 202115
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 510.01%0.04%0.09%Q2 2018Q3 202315
ALERUS FINANCIAL NA 1050.02%0.02%0.03%Q4 2018Q3 202315
Advisor Group, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
BlackRock Institutional Trust Company, N.A. 15150.00%0.00%0.01%Q2 2013Q4 201615
AMERICAN CENTURY COMPANIES INC 910.00%0.00%0.01%Q3 2013Q3 202315
CORNERCAP INVESTMENT COUNSEL INC 1010.08%0.12%0.16%Q4 2014Q1 202215
Arizona State Retirement System 15150.00%0.01%0.01%Q1 2020Q3 202315
BlackRock Group LTD 15150.00%0.00%0.00%Q2 2013Q4 201615
MACQUARIE GROUP LTD 1110.00%0.00%0.00%Q1 2016Q3 202215
BLACKROCK ADVISORS LLC 15150.00%0.00%0.00%Q2 2013Q4 201615
MSI Financial Services Inc 15150.00%0.00%0.01%Q2 2013Q4 201615
ASSETMARK, INC 1220.00%0.00%0.00%Q4 2015Q3 202014
HUSSMAN STRATEGIC ADVISORS, INC. 14140.01%0.04%0.11%Q2 2020Q3 202314
Horizon Investment Services, LLC 630.16%0.31%0.92%Q1 2014Q3 202214
FLAGSHIP HARBOR ADVISORS, LLC 1040.00%0.01%0.02%Q2 2018Q3 202314
ExodusPoint Capital Management, LP 1110.00%0.02%0.04%Q3 2019Q3 202314
ZACKS INVESTMENT MANAGEMENT 710.01%0.02%0.04%Q2 2013Q3 202214
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 14140.00%0.00%0.00%Q2 2020Q3 202314
SIGNATUREFD, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
Neuberger Berman Group LLC 810.00%0.00%0.00%Q2 2013Q3 202314
Foundry Partners, LLC 13130.01%0.05%0.13%Q4 2018Q4 202113
Sound Income Strategies, LLC 13130.00%0.00%0.01%Q1 2020Q1 202313
CHICAGO EQUITY PARTNERS LLC 13130.01%0.07%0.13%Q3 2016Q3 201913
Smithfield Trust Co 13130.00%0.01%0.04%Q1 2015Q1 201813
Cubist Systematic Strategies, LLC 610.01%0.02%0.03%Q2 2019Q3 202313
WFG Advisors, LP 1210.00%0.01%0.01%Q2 2013Q2 201713
PUTNAM INVESTMENTS LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
Cutler Group LLC / CA 880.00%0.00%0.00%Q4 2015Q3 201713
Johnson Midwest Financial, LLC 12120.18%0.45%1.05%Q4 2020Q3 202312
West Financial Advisors, LLC 12120.01%0.01%0.01%Q4 2020Q3 202312
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 1010.00%0.00%0.00%Q4 2018Q3 202312
HANCOCK WHITNEY CORP 750.01%0.02%0.02%Q3 2018Q3 202312
Cetera Advisor Networks LLC 1010.00%0.00%0.01%Q1 2019Q3 202312
Robeco Institutional Asset Management B.V. 12120.00%0.00%0.00%Q4 2016Q3 201912
A.R.T. Advisors, LLC 510.01%0.02%0.04%Q2 2013Q1 201912
Plante Moran Financial Advisors, LLC 1110.00%0.00%0.01%Q2 2013Q3 202312
Bremer Bank National Association 610.04%0.05%0.06%Q1 2019Q3 202312
Allianz Asset Management GmbH 710.00%0.00%0.01%Q3 2013Q2 202212
Tradition Wealth Management, LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
Man Group plc 420.00%0.00%0.01%Q2 2019Q3 202312
HSBC HOLDINGS PLC 1010.00%0.00%0.00%Q4 2016Q3 202312
Mariner, LLC 810.00%0.07%0.19%Q2 2013Q3 202312
MILLER HOWARD INVESTMENTS INC /NY 11110.02%0.03%0.03%Q1 2014Q3 201611
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 11110.27%0.38%0.51%Q2 2013Q4 201511
TRUIST FINANCIAL CORP 1010.00%0.00%0.00%Q3 2019Q3 202311
ENVESTNET ASSET MANAGEMENT INC 920.00%0.00%0.00%Q3 2019Q3 202311
First Washington CORP 320.06%1.17%2.59%Q3 2013Q4 202211
MEEDER ASSET MANAGEMENT INC 310.00%0.00%0.01%Q4 2017Q3 202211
Dynamic Technology Lab Private Ltd 210.04%0.10%0.26%Q1 2014Q4 202211
DENALI ADVISORS LLC 410.00%0.17%0.88%Q3 2016Q3 202311
SIMPLEX TRADING, LLC 430.00%0.00%0.00%Q2 2016Q3 202211
Phocas Financial Corp. 11110.69%0.98%1.23%Q1 2021Q3 202311
WINTON GROUP Ltd 420.01%0.02%0.06%Q1 2018Q3 202311
Ifrah Financial Services, Inc. 10100.06%0.08%0.09%Q2 2021Q3 202310
TUDOR INVESTMENT CORP ET AL 510.01%0.03%0.05%Q2 2013Q3 202310
State of New Jersey Common Pension Fund D 10100.01%0.01%0.01%Q2 2021Q3 202310
Jackson Creek Investment Advisors LLC 620.34%0.43%0.59%Q3 2020Q3 202310
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 730.00%0.05%0.08%Q3 2017Q3 202310
O'Shares Investment Advisers, LLC 730.02%0.03%0.05%Q4 2018Q1 202210
REGIONS FINANCIAL CORP 10100.00%0.00%0.00%Q4 2017Q1 202010
Summit Global Investments 710.02%0.09%0.19%Q4 2016Q1 202310
MAIRS & POWER INC 510.00%0.00%0.00%Q1 2017Q2 202310
BRIDGEWAY CAPITAL MANAGEMENT, LLC 520.03%0.05%0.09%Q2 2013Q4 202210
IAG Wealth Partners, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.01%0.01%Q1 2021Q3 202310
ALGERT GLOBAL LLC 820.02%0.18%0.38%Q4 2018Q2 202210
AUA CAPITAL MANAGEMENT, LLC 10100.00%0.00%0.00%Q3 2020Q4 202210
NATIONAL PLANNING CORP 810.01%0.02%0.03%Q4 2014Q3 20179
OPPENHEIMER & CO INC 990.02%0.03%0.04%Q2 2013Q2 20159
ROYCE & ASSOCIATES LP 720.00%0.00%0.01%Q1 2018Q3 20239
Hillsdale Investment Management Inc. 630.06%0.17%0.46%Q1 2019Q4 20229
Quantbot Technologies LP 410.00%0.02%0.05%Q2 2019Q3 20239
LAZARD ASSET MANAGEMENT LLC 610.00%0.00%0.01%Q3 2019Q2 20239
IndexIQ Advisors LLC 990.01%0.01%0.02%Q1 2020Q1 20229
HRT FINANCIAL LP 310.00%0.01%0.02%Q3 2019Q3 20239
HUFF W R ASSET MANAGEMENT CO LLC /DE/ 990.87%1.12%1.54%Q4 2014Q4 20169
Chesley Taft & Associates LLC 990.01%0.02%0.02%Q3 2021Q3 20239
Tradewinds Capital Management, LLC 990.00%0.01%0.01%Q3 2016Q3 20189
FRANKLIN RESOURCES INC 990.00%0.00%0.00%Q3 2021Q3 20239
Livingston Group Asset Management CO (operating as Southport Capital Management) 990.12%0.20%0.25%Q4 2017Q4 20199
DekaBank Deutsche Girozentrale 990.00%0.00%0.01%Q4 2020Q4 20229
Assenagon Asset Management S.A. 310.00%0.01%0.04%Q4 2017Q4 20229
FIRST NATIONAL BANK SIOUX FALLS 990.04%0.04%0.05%Q3 2014Q3 20169
Trexquant Investment LP 310.01%0.03%0.06%Q1 2017Q3 20239
ADVANTAGE INVESTMENT MANAGEMENT, LLC 990.00%0.00%0.01%Q3 2017Q3 20199
PARADIGM ASSET MANAGEMENT CO LLC 990.00%0.01%0.03%Q2 2014Q2 20169
MACKENZIE FINANCIAL CORP 710.00%0.00%0.01%Q4 2017Q3 20238
Gotham Asset Management, LLC 880.01%0.03%0.04%Q4 2021Q3 20238
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 530.00%0.00%0.00%Q2 2013Q1 20178
FIRST COMMUNITY TRUST NA 880.01%0.02%0.02%Q4 2021Q3 20238
JANUS HENDERSON GROUP PLC 880.00%0.00%0.00%Q4 2021Q3 20238
LEWIS CAPITAL MANAGEMENT, LLC 880.39%0.53%0.64%Q4 2021Q3 20238
Campbell & CO Investment Adviser LLC 410.07%0.24%0.55%Q1 2017Q4 20228
Qube Research & Technologies Ltd 530.01%0.02%0.04%Q2 2020Q4 20228
Bell Investment Advisors, Inc 620.00%0.00%0.00%Q3 2021Q3 20238
Berman Capital Advisors, LLC 620.00%0.00%0.00%Q1 2019Q3 20218
C M BIDWELL & ASSOCIATES LTD 610.01%0.03%0.04%Q2 2016Q3 20238
MARSHALL WACE, LLP 310.00%0.01%0.02%Q1 2020Q3 20238
Financial Gravity Asset Management, Inc. 310.00%0.00%0.01%Q1 2018Q2 20238
RUSSELL FRANK CO/ 530.00%0.00%0.00%Q2 2013Q1 20168
Covestor Ltd 880.00%0.08%0.26%Q4 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
MYCIO WEALTH PARTNERS, LLC 880.00%0.00%0.00%Q4 2014Q3 20168
JANE STREET GROUP, LLC 610.00%0.00%0.00%Q4 2020Q3 20238
MUFG Americas Holdings Corp 610.00%0.00%0.02%Q1 2011Q1 20168
JAMES INVESTMENT RESEARCH INC 620.04%0.05%0.06%Q3 2016Q3 20238
JFS WEALTH ADVISORS, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Wealth Alliance Advisory Group, LLC 530.06%0.11%0.18%Q1 2018Q3 20238
OXFORD ASSET MANAGEMENT LLP 430.01%0.03%0.09%Q1 2018Q4 20197
TRUSTCORE FINANCIAL SERVICES, LLC 770.00%0.01%0.01%Q3 2020Q1 20227
CLINTON GROUP INC 770.02%0.02%0.03%Q3 2015Q1 20177
Sowell Financial Services LLC 770.00%0.00%0.00%Q3 2019Q1 20217
Spire Wealth Management 770.00%0.00%0.00%Q1 2021Q3 20227
SeaCrest Wealth Management, LLC 610.01%0.01%0.02%Q4 2017Q2 20227
STATE OF WISCONSIN INVESTMENT BOARD 610.00%0.00%0.00%Q4 2021Q3 20237
BALYASNY ASSET MANAGEMENT L.P. 510.00%0.00%0.01%Q3 2017Q3 20237
Aurora Investment Counsel 770.74%1.02%1.24%Q1 2021Q3 20227
Bruderman Asset Management, LLC 510.00%0.03%0.06%Q1 2015Q3 20217
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 770.00%0.00%0.00%Q3 2018Q1 20207
RMB Capital Management, LLC 610.02%0.04%0.05%Q2 2013Q1 20207
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20147
Patriot Financial Group Insurance Agency, LLC 770.00%0.00%0.00%Q4 2018Q2 20207
Rehmann Capital Advisory Group 770.01%0.01%0.01%Q1 2018Q3 20197
Private Advisor Group, LLC 310.00%0.00%0.00%Q2 2020Q3 20237
ICA Group Wealth Management, LLC 770.11%0.30%0.49%Q1 2022Q3 20237
Alberta Investment Management Corp 430.00%0.00%0.01%Q4 2018Q2 20237
MASSMUTUAL TRUST CO FSB/ADV 410.00%0.00%0.00%Q4 2017Q4 20237
HM PAYSON & CO 660.00%0.00%0.00%Q4 2021Q1 20236
Mirae Asset Global Investments Co., Ltd. 660.00%0.00%0.00%Q2 2022Q3 20236
Squarepoint Ops LLC 310.00%0.01%0.01%Q2 2020Q3 20236
Freedom Investment Management, Inc. 510.02%0.02%0.02%Q3 2016Q1 20186
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 660.00%0.01%0.03%Q4 2020Q1 20226
SJS Investment Consulting Inc. 510.00%0.00%0.00%Q1 2022Q3 20236
First Bank & Trust 660.01%0.01%0.01%Q4 2019Q1 20216
Kestra Advisory Services, LLC 660.01%0.01%0.02%Q2 2022Q3 20236
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 660.02%0.03%0.05%Q4 2019Q1 20216
AMUNDI ASSET MANAGEMENT US, INC. 660.00%0.00%0.00%Q4 2018Q1 20206
PICTET ASSET MANAGEMENT SA 310.00%0.00%0.00%Q3 2021Q2 20236
Regal Investment Advisors LLC 660.01%0.01%0.02%Q2 2013Q3 20146
FOSTER & MOTLEY INC 660.05%0.06%0.06%Q2 2022Q3 20236
Legacy Financial Advisors, Inc. 660.01%0.01%0.01%Q4 2017Q1 20196
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 660.00%0.01%0.01%Q2 2022Q3 20236
Diversified Trust Co 660.01%0.01%0.02%Q3 2021Q4 20226
PRIVATE TRUST CO NA 660.00%0.01%0.02%Q2 2022Q3 20236
First PREMIER Bank 420.00%0.01%0.02%Q3 2016Q4 20226
TCI Wealth Advisors, Inc. 330.00%0.00%0.00%Q2 2017Q1 20236
Disciplined Investments, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
MERCER GLOBAL ADVISORS INC /ADV 660.00%0.00%0.00%Q2 2022Q3 20236
UNITED SERVICES AUTOMOBILE ASSOCIATION 660.00%0.00%0.00%Q1 2018Q2 20196
AIGEN INVESTMENT MANAGEMENT, LP 660.03%0.06%0.08%Q2 2020Q3 20216
COLDSTREAM CAPITAL MANAGEMENT INC 420.01%0.01%0.02%Q1 2022Q3 20236
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 660.08%0.10%0.11%Q2 2013Q3 20146
FORSTA AP-FONDEN 660.02%0.02%0.03%Q2 2018Q3 20196
Schubert & Co 660.00%0.00%0.00%Q4 2021Q1 20236
Goodman Advisory Group, LLC 660.02%0.02%0.03%Q2 2022Q3 20236
ALPS ADVISORS INC 660.00%0.01%0.01%Q2 2022Q3 20236
AVANTAX ADVISORY SERVICES, INC. 310.00%0.00%0.01%Q1 2020Q3 20235
BENJAMIN EDWARDS INC 550.25%0.30%0.37%Q3 2022Q3 20235
ADAGE CAPITAL PARTNERS GP, L.L.C. 550.02%0.02%0.04%Q1 2021Q1 20225
Ellevest, Inc. 320.00%0.00%0.00%Q3 2020Q4 20215
Glassman Wealth Services 310.00%0.00%0.00%Q4 2019Q3 20225
Watershed Asset Management, L.L.C. 550.22%0.30%0.34%Q4 2021Q4 20225
Vident Investment Advisory, LLC 310.01%0.04%0.09%Q1 2018Q2 20235
Perigon Wealth Management, LLC 550.01%0.03%0.05%Q1 2017Q1 20185
CHILTON CAPITAL MANAGEMENT LLC 310.00%0.00%0.00%Q4 2021Q3 20235
WEDGE CAPITAL MANAGEMENT L L P/NC 210.00%0.00%0.01%Q1 2020Q4 20225
Virtus Investment Advisers, Inc. 550.25%0.37%0.46%Q3 2022Q3 20235
HARTFORD INVESTMENT MANAGEMENT CO 550.01%0.01%0.01%Q4 2013Q4 20145
PIEDMONT INVESTMENT ADVISORS INC 410.00%0.00%0.00%Q4 2013Q2 20185
Longbow Capital Partners, L.P. 310.42%1.48%2.34%Q2 2014Q1 20165
Aptus Capital Advisors, LLC 550.05%0.08%0.09%Q3 2022Q3 20235
Strategic Asset Management, LLC 550.02%0.02%0.02%Q3 2021Q3 20225
SHELL ASSET MANAGEMENT CO 550.00%0.00%0.00%Q3 2022Q3 20235
EverSource Wealth Advisors, LLC 320.00%0.01%0.02%Q2 2022Q3 20235
Gladius Capital Management LP 550.00%0.00%0.00%Q3 2022Q3 20235
DC Investments Management, LLC 551.57%2.16%2.48%Q1 2021Q1 20225
State of Tennessee, Treasury Department 310.00%0.01%0.01%Q4 2018Q3 20235
HighTower Advisors, LLC 320.00%0.00%0.01%Q4 2020Q3 20235
YorkBridge Wealth Partners, LLC 550.00%0.00%0.00%Q2 2017Q2 20185
Engineers Gate Manager LP 110.01%0.03%0.06%Q4 2018Q4 20225
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 210.00%0.00%0.00%Q1 2013Q4 20155
RBA Wealth Management, LLC 550.13%0.53%0.86%Q3 2022Q3 20235
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 410.00%0.01%0.01%Q3 2021Q4 20225
Acrospire Investment Management LLC 550.00%0.03%0.05%Q2 2016Q2 20175
Arabesque Asset Management Ltd 550.19%0.24%0.36%Q4 2018Q4 20195
Assured Investment Management LLC 550.01%0.02%0.03%Q1 2018Q1 20195
GW HENSSLER & ASSOCIATES LTD 550.02%0.02%0.02%Q2 2022Q2 20235
Hudock, Inc. 550.00%0.00%0.01%Q3 2021Q3 20225
Csenge Advisory Group 550.03%0.03%0.04%Q3 2022Q3 20235
WELLINGTON MANAGEMENT GROUP LLP 440.00%0.00%0.00%Q4 2021Q3 20224
Concord Wealth Partners 210.00%0.00%0.00%Q1 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.01%0.01%0.02%Q4 2022Q3 20234
Corient Capital Partners, LLC 440.02%0.02%0.02%Q4 2021Q3 20224
Wagner Wealth Management, LLC 440.00%0.00%0.00%Q4 2017Q3 20184
American Portfolios Advisors 440.00%0.00%0.00%Q4 2021Q3 20224
Jump Financial, LLC 310.02%0.04%0.06%Q1 2022Q3 20234
Regal Wealth Group, Inc. 440.02%0.02%0.02%Q2 2020Q1 20214
Gary Goldberg Planning Services Inc 440.01%0.01%0.01%Q1 2014Q4 20144
PRELUDE CAPITAL MANAGEMENT, LLC 210.00%0.02%0.05%Q3 2013Q2 20164
ETRADE Capital Management LLC 440.00%0.00%0.00%Q2 2013Q1 20144
Marshall Wace North America L.P. 110.00%0.00%0.01%Q2 2017Q1 20204
Grantham, Mayo, Van Otterloo & Co. LLC 440.00%0.01%0.01%Q2 2019Q1 20204
Gateway Wealth Partners, LLC 440.22%0.36%0.46%Q4 2022Q3 20234
AMP Capital Investors Ltd 310.00%0.00%0.00%Q3 2019Q3 20214
MENTA CAPITAL LLC 210.03%0.08%0.12%Q2 2016Q1 20194
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2019Q1 20214
NEXT Financial Group, Inc 210.00%0.00%0.01%Q3 2014Q4 20164
CoreFirst Bank & Trust 440.02%0.02%0.02%Q4 2020Q3 20214
Ensign Peak Advisors, Inc 440.00%0.00%0.00%Q4 2022Q3 20234
GENERAL MOTORS INVESTMENT MANAGEMENT CORP 440.02%0.04%0.04%Q2 2013Q1 20144
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Royal Fund Management, LLC 440.01%0.01%0.01%Q3 2017Q2 20184
Global Retirement Partners, LLC 440.00%0.01%0.01%Q4 2022Q3 20234
WESBANCO BANK INC 440.02%0.03%0.03%Q4 2022Q3 20234
DUBUQUE BANK & TRUST CO 440.00%0.00%0.00%Q1 2015Q4 20154
State of Wyoming 440.01%0.03%0.05%Q2 2022Q1 20234
Baird Financial Group, Inc. 310.00%0.00%0.00%Q3 2022Q3 20234
Foundations Investment Advisors, LLC 440.01%0.01%0.01%Q4 2021Q3 20224
Parkside Financial Bank & Trust 440.00%0.00%0.00%Q4 2022Q3 20234
PDT Partners, LLC 110.01%0.02%0.04%Q2 2013Q4 20224
Chicago Partners Investment Group LLC 440.01%0.01%0.01%Q4 2015Q3 20164
RFP Financial Group LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Opus Capital Group, LLC 440.06%0.07%0.07%Q4 2022Q3 20234
Virtu KCG Holdings LLC 310.00%0.01%0.01%Q3 2013Q4 20164
Nuveen Fund Advisors, LLC 440.03%0.03%0.04%Q4 2016Q3 20174
GROUP ONE TRADING, L.P. 330.00%0.00%0.00%Q1 2022Q3 20223
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 330.01%0.01%0.01%Q1 2023Q3 20233
DUPONT CAPITAL MANAGEMENT CORP 110.01%0.01%0.01%Q4 2019Q2 20223
NATIXIS 210.00%0.00%0.00%Q3 2017Q1 20193
OCCUDO QUANTITATIVE STRATEGIES LP 210.03%0.05%0.08%Q4 2022Q3 20233
NOMURA ASSET MANAGEMENT CO LTD 330.00%0.00%0.00%Q1 2023Q3 20233
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Paloma Partners Management Co 210.01%0.01%0.01%Q3 2019Q1 20223
DARK FOREST CAPITAL MANAGEMENT LP 330.00%0.01%0.02%Q2 2022Q4 20223
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 330.02%0.02%0.03%Q1 2023Q3 20233
State of Alaska, Department of Revenue 330.02%0.02%0.03%Q1 2023Q3 20233
Column Capital Advisors, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 330.01%0.01%0.01%Q1 2023Q3 20233
AXA S.A. 210.00%0.00%0.00%Q1 2016Q4 20163
ELLINGTON MANAGEMENT GROUP LLC 110.01%0.04%0.06%Q1 2015Q4 20173
Jupiter Investment Management Ltd 330.00%0.00%0.00%Q2 2017Q4 20173
BOKF, NA 330.00%0.00%0.00%Q1 2023Q3 20233
PUBLIC SECTOR PENSION INVESTMENT BOARD 330.03%0.04%0.04%Q1 2023Q3 20233
Bowling Portfolio Management LLC 210.06%0.17%0.24%Q2 2017Q3 20203
GSA CAPITAL PARTNERS LLP 110.04%0.05%0.06%Q2 2017Q3 20233
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 330.01%0.01%0.01%Q1 2023Q3 20233
Versor Investments LP 210.02%0.06%0.12%Q4 2022Q3 20233
Trilogy Capital Inc. 330.02%0.02%0.03%Q1 2023Q3 20233
Point72 Hong Kong Ltd 110.00%0.01%0.01%Q1 2020Q3 20223
KESTRA PRIVATE WEALTH SERVICES, LLC 210.01%0.02%0.02%Q4 2021Q2 20233
HIGHBRIDGE CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q1 2014Q1 20173
JONES FINANCIAL COMPANIES LLLP 210.00%0.00%0.00%Q4 2020Q1 20233
Cornerstone Wealth Management, LLC 210.01%0.02%0.05%Q2 2018Q1 20203
Qtron Investments LLC 210.18%0.20%0.22%Q4 2018Q3 20193
Crossmark Global Holdings, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
EAM Global Investors LLC 210.36%0.47%0.53%Q3 2021Q3 20223
Financial Gravity Companies, Inc. 210.00%0.00%0.00%Q4 2017Q4 20183
Compass Financial Group, INC/SD 330.06%0.06%0.06%Q2 2023Q4 20233
TEXAS PERMANENT SCHOOL FUND CORP 330.03%0.03%0.03%Q1 2023Q3 20233
Inspire Investing, LLC 110.05%0.06%0.08%Q4 2017Q1 20233
Quadrature Capital Ltd 330.02%0.02%0.04%Q1 2022Q3 20223
Focused Wealth Management, Inc 330.00%0.00%0.00%Q3 2021Q1 20223
YOUSIF CAPITAL MANAGEMENT, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Simplicity Solutions, LLC 330.03%0.03%0.04%Q2 2022Q4 20223
CAPITAL ONE, NATIONAL ASSOCIATION 110.02%0.04%0.06%Q2 2014Q2 20183
Stonebridge Capital Advisors LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Louisiana State Employees Retirement System 330.04%0.04%0.04%Q1 2023Q3 20233
EATON VANCE MANAGEMENT 210.00%0.00%0.00%Q1 2015Q1 20213
Sterling Capital Management LLC 210.00%0.00%0.01%Q3 2015Q3 20163
Spectrum Management Group, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.00%0.01%0.03%Q4 2020Q4 20223
B. Riley Wealth Advisors, Inc. 110.00%0.00%0.01%Q2 2014Q3 20223
LOOMIS SAYLES & CO L P 330.00%0.00%0.00%Q3 2018Q1 20193
Maryland State Retirement & Pension System 330.03%0.03%0.03%Q1 2023Q3 20233
MANAGED ACCOUNT ADVISORS LLC 330.00%0.00%0.00%Q4 2014Q2 20153
Jefferies Group LLC 110.00%0.00%0.00%Q2 2015Q4 20193
Employees Retirement System of Texas 330.01%0.01%0.01%Q3 2019Q1 20203
Corient Private Wealth LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Spot Trading L.L.C 210.00%0.00%0.01%Q2 2013Q2 20163
USA FINANCIAL FORMULAS 110.00%0.00%0.00%Q3 2021Q1 20222
American Research & Management Co. 220.01%0.01%0.01%Q3 2016Q4 20162
Patten Group, Inc. 220.00%0.00%0.00%Q2 2018Q3 20182
Milestone Investment Advisors LLC 110.04%0.04%0.04%Q1 2023Q3 20232
CI INVESTMENTS INC. 110.00%0.00%0.00%Q3 2022Q3 20232
Cerity Partners LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Eagle Bay Advisors LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Poehling Capital Management, INC. 220.01%0.01%0.01%Q4 2017Q1 20182
ORG Partners LLC 220.02%0.03%0.04%Q2 2023Q3 20232
ClariVest Asset Management LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Aris Wealth Services, Inc. 220.03%0.04%0.04%Q1 2015Q2 20152
XTX Topco Ltd 110.11%0.16%0.20%Q3 2022Q3 20232
Mitsubishi UFJ Trust & Banking Corp 220.00%0.00%0.00%Q2 2022Q3 20222
Linden Thomas Advisory Services, LLC 220.06%0.06%0.06%Q2 2023Q3 20232
SII INVESTMENTS INC/WI 220.03%0.04%0.04%Q3 2016Q4 20162
TOCQUEVILLE ASSET MANAGEMENT L.P. 220.00%0.00%0.00%Q4 2013Q1 20142
Clean Yield Group 220.00%0.00%0.00%Q4 2019Q1 20202
NATIONAL BANK OF CANADA /FI/ 110.00%0.00%0.00%Q3 2022Q3 20232
Kepos Capital LP 220.01%0.01%0.01%Q2 2023Q3 20232
Dixon Hughes Goodman Wealth Advisors LLC 220.02%0.02%0.02%Q4 2021Q1 20222
Steward Financial Group LLC 110.00%0.00%0.00%Q2 2022Q3 20232
Great Waters Wealth Management 220.04%0.04%0.04%Q2 2023Q3 20232
Aquatic Capital Management LLC 110.04%0.04%0.04%Q1 2022Q3 20222
Point72 Asset Management, L.P. 110.00%0.00%0.00%Q2 2019Q3 20232
Emerald Acquisition Ltd. 220.00%0.00%0.00%Q2 2016Q3 20162
BREMER TRUST NATIONAL ASSOCIATION 110.07%0.07%0.07%Q2 2015Q4 20182
Snowden Capital Advisors LLC 110.01%0.01%0.01%Q4 2021Q2 20222
Penserra Capital Management LLC 220.00%0.00%0.01%Q3 2019Q4 20192
Y-Intercept (Hong Kong) Ltd 220.04%0.04%0.04%Q3 2022Q4 20222
Fiduciary Alliance LLC 110.01%0.01%0.01%Q4 2022Q2 20232
Proficio Capital Partners LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Ellis Investment Partners, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Advisory Services Network, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Psagot Value Holdings Ltd. / (Israel) 110.00%0.00%0.00%Q1 2023Q3 20232
Connor, Clark & Lunn Investment Management Ltd. 220.00%0.00%0.01%Q1 2023Q2 20232
361 CAPITAL LLC 220.39%0.45%0.51%Q3 2017Q4 20172
Clark Capital Management Group, Inc. 220.04%0.04%0.04%Q2 2022Q3 20222
Spark Investment Management LLC 110.03%0.04%0.05%Q1 2014Q1 20152
Global Wealth Strategies & Associates 220.00%0.00%0.00%Q3 2023Q4 20232
Schonfeld Strategic Advisors LLC 110.01%0.02%0.04%Q1 2019Q4 20222
OLIVER LAGORE VANVALIN INVESTMENT GROUP 220.00%0.00%0.00%Q2 2023Q3 20232
Numeric Investors LLC 110.00%0.01%0.01%Q1 2014Q1 20152
Arkadios Wealth Advisors 220.04%0.05%0.05%Q3 2021Q4 20212
Mount Yale Investment Advisors, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
Convergence Investment Partners, LLC 110.10%0.10%0.11%Q4 2013Q4 20172
BAILARD, INC. 220.02%0.02%0.02%Q2 2022Q3 20222
EAM Investors, LLC 220.27%0.29%0.32%Q3 2021Q4 20212
West Tower Group, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Ziegler Capital Management, LLC 220.02%0.03%0.03%Q2 2013Q3 20132
MOODY NATIONAL BANK TRUST DIVISION 220.00%0.00%0.00%Q4 2018Q1 20192
Quantamental Technologies LLC 220.02%0.02%0.02%Q2 2019Q3 20192
IHT Wealth Management, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Zions Bancorporation, N.A. 220.00%0.00%0.00%Q1 2022Q2 20222
Ergoteles LLC 220.01%0.01%0.01%Q2 2021Q3 20212
FIRST QUADRANT LLC/CA 110.01%0.02%0.03%Q4 2018Q1 20202
CenterBook Partners LP 220.15%0.20%0.25%Q1 2022Q2 20222
EXCHANGE TRADED CONCEPTS, LLC 220.01%0.01%0.02%Q3 2023Q4 20232
Tidal Investments LLC 220.01%0.01%0.02%Q1 2023Q2 20232
BENJAMIN F. EDWARDS & COMPANY, INC. 220.00%0.00%0.00%Q4 2018Q1 20192
Valley Brook Capital Group, Inc. 220.03%0.03%0.03%Q4 2020Q1 20212
TD Waterhouse Canada Inc. 220.00%0.00%0.00%Q3 2022Q4 20222
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q2 2016Q1 20232
Strategic Wealth Partners, Ltd. 220.07%0.08%0.10%Q4 2021Q1 20222
HBK Sorce Advisory LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
TWO SIGMA SECURITIES, LLC 110.01%0.04%0.07%Q4 2016Q1 20232
TORONTO DOMINION BANK 220.00%0.00%0.00%Q4 2021Q1 20222
First Horizon Advisors, Inc. 220.00%0.00%0.00%Q2 2022Q3 20222
WEDBUSH SECURITIES INC 220.01%0.01%0.01%Q1 2023Q2 20232
EVERENCE CAPITAL MANAGEMENT INC 220.02%0.03%0.03%Q2 2023Q3 20232
Atom Investors LP 220.07%0.10%0.12%Q2 2022Q3 20222
WealthShield Partners, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
Stillwater Investment Management, LLC 220.05%0.06%0.06%Q3 2021Q4 20212
BlueCrest Capital Management Ltd 110.01%0.01%0.01%Q1 2018Q1 20181
Stone Ridge Asset Management LLC 110.02%0.02%0.02%Q2 2019Q2 20191
ING GROEP NV 110.01%0.01%0.01%Q4 2013Q4 20131
Kingsview Wealth Management, LLC 110.02%0.02%0.02%Q2 2020Q2 20201
MOTCO 110.00%0.00%0.00%Q3 2022Q3 20221
SHELTON CAPITAL MANAGEMENT 110.06%0.06%0.06%Q3 2020Q3 20201
Hatteras Investment Partners, LP 110.78%0.78%0.78%Q1 2016Q1 20161
QRG CAPITAL MANAGEMENT, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
TFO Wealth Partners, LLC 110.03%0.03%0.03%Q1 2020Q1 20201
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
Pacer Advisors, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
JUPITER ASSET MANAGEMENT LTD 110.02%0.02%0.02%Q2 2023Q2 20231
Amalgamated Financial Corp. 110.00%0.00%0.00%Q1 2022Q1 20221
Skandinaviska Enskilda Banken AB (publ) 110.00%0.00%0.00%Q4 2020Q4 20201
Jane Street Holding, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Twin Tree Management, LP 110.00%0.00%0.00%Q3 2019Q3 20191
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Triasima Portfolio Management inc. 110.02%0.02%0.02%Q3 2022Q3 20221
Independent Advisor Alliance 110.01%0.01%0.01%Q2 2023Q2 20231
Vident Advisory, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
FORTEM FINANCIAL GROUP, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Summit Trail Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
UBS OCONNOR LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Goodwin Investment Advisory 110.01%0.01%0.01%Q4 2022Q4 20221
Vanguard Personalized Indexing Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Ground Swell Capital, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
CAXTON ASSOCIATES LP 110.04%0.04%0.04%Q1 2022Q1 20221
VOLORIDGE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
CARDEROCK CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q1 2014Q1 20141
Harbour Capital Advisors, LLC 110.02%0.02%0.02%Q1 2017Q1 20171
SIGNET FINANCIAL MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
NBC SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
CX Institutional 110.00%0.00%0.00%Q2 2019Q2 20191
DEERE & CO 110.06%0.06%0.06%Q2 2013Q2 20131
Eudaimonia Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
CIBC Asset Management Inc 110.00%0.00%0.00%Q2 2023Q2 20231
Delphia (USA) Inc. 110.17%0.17%0.17%Q2 2022Q2 20221
ASSOCIATED BANC-CORP 110.00%0.00%0.00%Q1 2020Q1 20201
Community Bank, N.A. 110.00%0.00%0.00%Q2 2016Q2 20161
Garrett Wealth Advisory Group, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Truvestments Capital LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Atlas Brown,Inc. 110.12%0.12%0.12%Q3 2023Q3 20231
Total Clarity Wealth Management, Inc. 110.21%0.21%0.21%Q4 2022Q4 20221
AHL Partners LLP 110.06%0.06%0.06%Q2 2016Q2 20161
Pearl River Capital, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
COMMONWEALTH BANK OF AUSTRALIA 110.00%0.00%0.00%Q2 2013Q2 20131
Cordant, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
BLAIR WILLIAM & CO/IL 110.00%0.00%0.00%Q4 2018Q4 20181
Virtu Financial LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Pine River Capital Management L.P. 110.00%0.00%0.00%Q1 2014Q1 20141
Hoxton Financial, Inc. 110.00%0.00%0.00%Q2 2013Q2 20131
ELCO Management Co., LLC 110.14%0.14%0.14%Q1 2022Q1 20221
Graham Capital Management, L.P. 110.01%0.01%0.01%Q3 2022Q3 20221
Empirical Finance, LLC 110.01%0.01%0.01%Q4 2016Q4 20161
Brandywine Global Investment Management, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
HOWE & RUSLING INC 110.02%0.02%0.02%Q4 2016Q4 20161
ArrowMark Colorado Holdings LLC 110.00%0.00%0.00%Q3 2016Q3 20161
ALPHA WINDWARD LLC 110.30%0.30%0.30%Q3 2017Q3 20171
Mendota Financial Group, LLC 110.03%0.03%0.03%Q1 2023Q1 20231
WESTWOOD HOLDINGS GROUP INC 110.00%0.00%0.00%Q4 2022Q4 20221
Illinois Municipal Retirement Fund 110.04%0.04%0.04%Q3 2023Q3 20231
Shelter Harbor Advisors, LP 111.89%1.89%1.89%Q1 2019Q1 20191
FIRST INTERSTATE BANK 110.02%0.02%0.02%Q1 2023Q1 20231
Moors & Cabot, Inc. 110.02%0.02%0.02%Q3 2021Q3 20211
AJO, LP 110.00%0.00%0.00%Q3 2020Q3 20201
LGT Financial Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Hexagon Capital Partners LLC 110.00%0.00%0.00%Q3 2023Q3 20231
LORD, ABBETT & CO. LLC 110.02%0.02%0.02%Q3 2022Q3 20221
CANADA PENSION PLAN INVESTMENT BOARD 110.00%0.00%0.00%Q3 2021Q3 20211
Fieldpoint Private Securities, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
MIRABELLA FINANCIAL SERVICES LLP 110.02%0.02%0.02%Q1 2022Q1 20221
AmericaFirst Quantitative Trust - AmericaFirst Defensive Growth & Income Portfolio, Series 2 111.66%1.66%1.66%Q2 2017Q2 20171
Investors Financial Group, LLC 110.09%0.09%0.09%Q4 2021Q4 20211
BRC Investment Management LLC 110.08%0.08%0.08%Q3 2014Q3 20141
Holocene Advisors, LP 110.01%0.01%0.01%Q4 2018Q4 20181
CIGNA INVESTMENTS INC /NEW 110.04%0.04%0.04%Q4 2018Q4 20181
Corton Capital Inc. 110.21%0.21%0.21%Q2 2022Q2 20221
TFS CAPITAL LLC 110.03%0.03%0.03%Q4 2014Q4 20141
Baltimore-Washington Financial Advisors, Inc. 110.00%0.00%0.00%Q3 2015Q3 20151
Verition Fund Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Orion Portfolio Solutions, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Affiance Financial, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
MML INVESTORS SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
NAVELLIER & ASSOCIATES INC 110.10%0.10%0.10%Q3 2022Q3 20221
Measured Wealth Private Client Group, LLC 110.10%0.10%0.10%Q3 2022Q3 20221
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 110.01%0.01%0.01%Q2 2013Q2 20131
Ashler Capital LLC 110.03%0.03%0.03%Q1 2018Q1 20181
Irish Life Investment Managers Ltd. 110.00%0.00%0.00%Q2 2013Q2 20131
STEVENS CAPITAL MANAGEMENT LP 110.01%0.01%0.01%Q3 2015Q3 20151
Ruggie Capital Group 110.00%0.00%0.00%Q2 2015Q2 20151
Winslow, Evans & Crocker, Inc. 110.00%0.00%0.00%Q1 2019Q1 20191
Elgethun Capital Management 110.00%0.00%0.00%Q4 2016Q4 20161
WELD CAPITAL MANAGEMENT LLC 110.09%0.09%0.09%Q4 2020Q4 20201
EdgeRock Capital LLC 110.00%0.00%0.00%Q3 2022Q3 20221
TD ASSET MANAGEMENT INC 110.00%0.00%0.00%Q2 2023Q2 20231
First Capital Advisors Group, LLC. 110.00%0.00%0.00%Q2 2023Q2 20231
Karp Capital Management Corp 110.00%0.00%0.00%Q1 2017Q1 20171
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q1 2013Q1 20131
Pictet Asset Management Holding SA 110.00%0.00%0.00%Q3 2023Q3 20231
Asset Management One Co., Ltd. 110.00%0.00%0.00%Q2 2022Q2 20221
Delpha Capital Management, LLC 110.02%0.02%0.02%Q4 2017Q4 20171
Dorsey & Whitney Trust CO LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Old North State Trust, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
CPWM, LLC 110.12%0.12%0.12%Q4 2011Q4 20111
COMERICA BANK 110.01%0.01%0.01%Q3 2023Q3 20231
Point72 Middle East FZE 110.02%0.02%0.02%Q3 2023Q3 20231
Rockefeller Capital Management L.P. 110.00%0.00%0.00%Q2 2022Q2 20221
AlphaMark Advisors, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
REGENTATLANTIC CAPITAL LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Raleigh Capital Management Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
AMERICAFIRST CAPITAL MANAGEMENT, LLC 111.66%1.66%1.66%Q2 2017Q2 20171
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 110.00%0.00%0.00%Q3 2019Q3 20191
Centiva Capital, LP 110.01%0.01%0.01%Q2 2023Q2 20231
Virtus Fund Advisers, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
Harel Insurance Investments & Financial Services Ltd. 110.00%0.00%0.00%Q2 2021Q2 20211
Avion Wealth 110.00%0.00%0.00%Q3 2023Q3 20231
Pinnacle Wealth Planning Services, Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
ANALYTIC INVESTORS, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Carroll Financial Associates, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Penn Capital Management Company, LLC 110.36%0.36%0.36%Q2 2020Q2 20201
HARBOR INVESTMENT ADVISORY, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
KEYBANK NATIONAL ASSOCIATION/OH 110.00%0.00%0.00%Q4 2019Q4 20191
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Abundance Wealth Counselors 110.00%0.00%0.00%Q1 2021Q1 20211
Sonora Investment Management, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Stratos Wealth Partners, LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
External links

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