PERFICIENT INC shareholder history

Current and past PERFICIENT INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Citadel Advisors 41410.00%0.00%0.00%Q3 2013Q3 202379
SUSQUEHANNA INTERNATIONAL GROUP, LLP 2310.00%0.00%0.00%Q3 2013Q3 202373
GOLDMAN SACHS GROUP INC 4240.00%0.00%0.01%Q1 2012Q3 202346
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 43430.00%0.00%0.01%Q1 2013Q3 202343
TEXAS PERMANENT SCHOOL FUND CORP 43430.01%0.01%0.04%Q1 2013Q3 202343
BARCLAYS PLC 29100.00%0.00%0.01%Q2 2013Q3 202343
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42420.00%0.00%0.01%Q2 2013Q3 202342
BlackRock Inc. 42420.00%0.01%0.02%Q2 2013Q3 202342
Swiss National Bank 42420.00%0.00%0.01%Q2 2013Q3 202342
ClariVest Asset Management LLC 42420.01%0.13%0.32%Q2 2013Q3 202342
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 42420.01%0.01%0.02%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.00%0.01%Q2 2013Q3 202342
STATE STREET CORP 42420.00%0.00%0.01%Q2 2013Q3 202342
NEW YORK STATE COMMON RETIREMENT FUND 42420.00%0.00%0.01%Q2 2013Q3 202342
GEODE CAPITAL MANAGEMENT, LLC 42420.00%0.00%0.01%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.01%0.01%0.02%Q2 2013Q3 202342
VANGUARD GROUP INC 42420.00%0.00%0.01%Q2 2013Q3 202342
IRONWOOD INVESTMENT MANAGEMENT LLC 42420.95%1.77%3.42%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.01%0.02%0.05%Q2 2013Q3 202342
NORGES BANK 4020.00%0.01%0.01%Q2 2012Q4 202242
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.00%0.00%0.00%Q2 2013Q3 202342
Granahan Investment Management 42420.12%0.41%0.85%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
PUBLIC SECTOR PENSION INVESTMENT BOARD 42420.00%0.02%0.05%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.00%0.02%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.01%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.01%0.01%Q2 2013Q3 202342
RHUMBLINE ADVISERS 42420.00%0.01%0.01%Q2 2013Q3 202342
THRIVENT FINANCIAL FOR LUTHERANS 42420.00%0.00%0.01%Q2 2013Q3 202342
METROPOLITAN LIFE INSURANCE CO/NY 42420.00%0.01%0.02%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
VOYA INVESTMENT MANAGEMENT LLC 42420.00%0.00%0.05%Q2 2013Q3 202342
AMERICAN INTERNATIONAL GROUP, INC. 42420.00%0.00%0.01%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.01%Q2 2013Q3 202342
PRUDENTIAL FINANCIAL INC 42420.00%0.00%0.01%Q2 2013Q3 202342
ALLIANCEBERNSTEIN L.P. 42420.00%0.00%0.00%Q2 2013Q3 202342
PRINCIPAL FINANCIAL GROUP INC 42420.01%0.01%0.02%Q2 2013Q3 202342
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 42420.00%0.00%0.01%Q2 2013Q3 202342
CREDIT SUISSE AG/ 41410.00%0.00%0.01%Q3 2013Q3 202341
FMR LLC 21200.00%0.01%0.01%Q2 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.01%Q2 2013Q3 202341
ENVESTNET ASSET MANAGEMENT INC 21200.00%0.00%0.01%Q2 2013Q3 202341
Arizona State Retirement System 3380.00%0.01%0.02%Q1 2013Q3 202341
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 3650.00%0.01%0.04%Q2 2013Q3 202341
DEUTSCHE BANK AG\ 41410.00%0.00%0.01%Q3 2013Q3 202341
PNC FINANCIAL SERVICES GROUP, INC. 27130.00%0.00%0.00%Q3 2013Q3 202340
State of Tennessee, Treasury Department 3280.00%0.00%0.01%Q3 2013Q3 202340
US BANCORP \DE\ 24160.00%0.00%0.00%Q2 2013Q3 202340
COMERICA BANK 3910.00%0.01%0.02%Q2 2013Q3 202340
AQR Capital Management 40400.00%0.00%0.01%Q4 2013Q3 202340
Louisiana State Employees Retirement System 40400.01%0.02%0.04%Q4 2013Q3 202340
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202339
D. E. Shaw & Co., Inc. 2970.00%0.00%0.01%Q2 2013Q3 202239
BNP PARIBAS FINANCIAL MARKETS 3510.00%0.00%0.01%Q2 2013Q3 202338
JPMORGAN CHASE & CO 3170.00%0.00%0.01%Q2 2013Q3 202338
Legal & General Group Plc 37370.00%0.00%0.00%Q3 2014Q3 202337
UBS ASSET MANAGEMENT AMERICAS INC 23140.00%0.00%0.00%Q2 2013Q3 202337
WELLINGTON MANAGEMENT GROUP LLP 36360.00%0.01%0.03%Q4 2014Q3 202336
ANCHOR CAPITAL ADVISORS LLC 36360.01%0.05%0.11%Q4 2014Q3 202336
GREAT WEST LIFE ASSURANCE CO /CAN/ 20160.00%0.00%0.01%Q3 2014Q3 202336
KENNEDY CAPITAL MANAGEMENT LLC 3510.02%0.34%0.68%Q2 2013Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.00%0.00%0.01%Q2 2013Q1 202236
FIRST TRUST ADVISORS LP 1530.00%0.00%0.02%Q2 2013Q3 202336
Zurcher Kantonalbank (Zurich Cantonalbank) 35350.00%0.00%0.00%Q1 2015Q3 202335
RICE HALL JAMES & ASSOCIATES, LLC 2780.06%0.14%0.34%Q2 2013Q3 202335
PANAGORA ASSET MANAGEMENT INC 2870.00%0.01%0.02%Q3 2013Q3 202235
KIRR MARBACH & CO LLC /IN/ 3040.05%0.09%0.27%Q2 2013Q4 202134
MILLENNIUM MANAGEMENT LLC 1210.00%0.00%0.02%Q3 2013Q3 202334
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 2820.00%0.09%0.22%Q1 2014Q3 202334
VICTORY CAPITAL MANAGEMENT INC 34340.00%0.01%0.10%Q2 2015Q3 202334
MARTINGALE ASSET MANAGEMENT L P 34340.00%0.04%0.09%Q2 2013Q3 202134
KBC Group NV 2760.00%0.01%0.02%Q2 2013Q3 202333
Gemmer Asset Management LLC 33330.00%0.00%0.00%Q1 2014Q1 202233
Nuveen Asset Management, LLC 18150.00%0.02%0.06%Q2 2013Q3 202333
TWO SIGMA ADVISERS, LP 2310.00%0.01%0.02%Q2 2013Q1 202333
Allianz Asset Management GmbH 19140.00%0.01%0.02%Q4 2013Q3 202333
NISA INVESTMENT ADVISORS, LLC 3120.00%0.00%0.00%Q1 2015Q3 202333
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 32320.04%0.05%0.08%Q2 2013Q1 202132
Tower Research Capital LLC (TRC) 1710.00%0.00%0.01%Q2 2013Q3 202332
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 32320.00%0.00%0.01%Q2 2013Q1 202132
OAK ASSOCIATES LTD /OH/ 32320.04%0.09%0.23%Q4 2015Q3 202332
SEI INVESTMENTS CO 32320.00%0.00%0.01%Q4 2015Q3 202332
STIFEL FINANCIAL CORP 18130.00%0.01%0.03%Q1 2014Q3 202331
SKYLINE ASSET MANAGEMENT LP 31311.02%1.55%2.30%Q2 2013Q4 202031
FEDERATED HERMES, INC. 2620.00%0.01%0.08%Q3 2013Q3 202331
STRS OHIO 1330.00%0.01%0.02%Q2 2014Q2 202331
MASON STREET ADVISORS, LLC 31310.00%0.00%0.01%Q2 2013Q4 202031
WHITE PINE CAPITAL LLC 30300.00%0.27%0.60%Q2 2013Q3 202030
PERKINS CAPITAL MANAGEMENT INC 1370.13%0.35%0.59%Q3 2014Q3 202329
LOOMIS SAYLES & CO L P 2450.00%0.02%0.05%Q2 2013Q2 202229
Walleye Trading LLC 610.00%0.00%0.02%Q4 2015Q4 202229
GLOBEFLEX CAPITAL L P 2270.00%0.17%0.40%Q2 2013Q1 202129
SYSTEMATIC FINANCIAL MANAGEMENT LP 29290.01%0.23%0.61%Q3 2016Q3 202329
VIRGINIA RETIREMENT SYSTEMS ET AL 1710.00%0.01%0.03%Q3 2014Q3 202329
PEAK6 Investments LLC 1010.00%0.00%0.01%Q3 2018Q3 202329
Jefferies Group LLC 1610.00%0.03%0.18%Q1 2017Q3 202229
TWO SIGMA INVESTMENTS, LP 810.00%0.01%0.02%Q2 2013Q2 202329
FALCON POINT CAPITAL, LLC 29290.57%1.70%2.86%Q2 2013Q2 202029
PineBridge Investments, L.P. 2810.00%0.01%0.05%Q2 2013Q2 202329
State of Alaska, Department of Revenue 28280.00%0.01%0.03%Q4 2016Q3 202328
Sutton Wealth Advisors Inc. 28280.02%0.02%0.04%Q1 2016Q4 202228
Parkside Financial Bank & Trust 28280.00%0.01%0.13%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.00%0.00%0.00%Q4 2016Q3 202328
HUNTINGTON NATIONAL BANK 1890.00%0.00%0.00%Q4 2011Q3 202327
Ameritas Investment Partners, Inc. 27270.00%0.01%0.01%Q1 2017Q3 202327
FIFTH THIRD BANCORP 1810.00%0.00%0.01%Q1 2014Q3 202327
GLENMEDE TRUST CO NA 1210.00%0.00%0.03%Q4 2011Q2 202327
Dana Investment Advisors, Inc. 1890.03%0.09%0.29%Q2 2013Q3 202327
Bridge City Capital, LLC 26260.66%0.98%1.62%Q2 2017Q3 202326
PRICE T ROWE ASSOCIATES INC /MD/ 15110.00%0.00%0.01%Q2 2013Q3 202326
Gotham Asset Management, LLC 1410.00%0.02%0.05%Q2 2013Q3 202326
Parallax Volatility Advisers, L.P. 510.00%0.00%0.01%Q3 2013Q2 202326
ROYCE & ASSOCIATES LP 2240.00%0.02%0.04%Q2 2013Q4 201926
EMERALD MUTUAL FUND ADVISERS TRUST 1780.01%0.71%1.86%Q2 2015Q3 202325
PUTNAM INVESTMENTS LLC 1640.00%0.01%0.02%Q2 2013Q4 202225
UNITED SERVICES AUTOMOBILE ASSOCIATION 25250.01%0.01%0.02%Q2 2013Q2 201925
SG Americas Securities, LLC 1210.00%0.01%0.02%Q3 2013Q3 202324
JANE STREET GROUP, LLC 810.00%0.00%0.00%Q2 2020Q3 202324
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 2210.00%0.01%0.02%Q3 2014Q3 202324
EMERALD ADVISERS, LLC 1770.02%0.75%1.86%Q2 2015Q3 202324
TEACHERS ADVISORS, LLC 24240.00%0.00%0.01%Q2 2013Q1 201924
Municipal Employees' Retirement System of Michigan 1860.01%0.03%0.06%Q1 2014Q1 202024
TEACHER RETIREMENT SYSTEM OF TEXAS 1310.00%0.00%0.00%Q2 2013Q2 202324
Russell Investments Group, Ltd. 1610.00%0.01%0.02%Q4 2016Q3 202324
TIAA CREF INVESTMENT MANAGEMENT LLC 24240.00%0.00%0.00%Q2 2013Q1 201924
MetLife Investment Management, LLC 24240.00%0.01%0.01%Q4 2017Q3 202324
GSA CAPITAL PARTNERS LLP 810.01%0.06%0.13%Q3 2014Q1 202323
Advisors Asset Management, Inc. 1030.00%0.00%0.00%Q2 2013Q4 202123
ASSETMARK, INC 23230.00%0.01%0.03%Q3 2013Q1 201923
LOS ANGELES CAPITAL MANAGEMENT LLC 13100.00%0.01%0.02%Q4 2013Q1 202123
NOMURA HOLDINGS INC 2110.00%0.03%0.06%Q3 2014Q3 202323
CENTRAL TRUST Co 1750.00%0.00%0.00%Q3 2014Q3 202322
BESSEMER GROUP INC 1810.00%0.01%0.01%Q4 2015Q3 202322
IFP Advisors, Inc 910.00%0.00%0.00%Q4 2015Q4 202222
Boston Partners 22220.00%0.00%0.01%Q3 2017Q4 202222
ICON ADVISERS INC/CO 1210.01%0.41%1.41%Q4 2012Q1 202322
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1840.00%0.02%0.07%Q1 2014Q3 202222
Ativo Capital Management LLC 22220.15%0.28%0.50%Q2 2013Q3 201822
INVESTMENT COUNSELORS OF MARYLAND LLC 22220.16%0.97%1.38%Q2 2014Q3 201922
SCHRODER INVESTMENT MANAGEMENT GROUP 22220.01%0.04%0.07%Q2 2018Q3 202322
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 21210.00%0.02%0.03%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
LS Investment Advisors, LLC 21210.00%0.00%0.02%Q2 2015Q2 202021
TUDOR INVESTMENT CORP ET AL 810.01%0.03%0.06%Q4 2013Q1 202320
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 20200.00%0.01%0.02%Q4 2018Q3 202320
Versant Capital Management, Inc 1820.00%0.00%0.01%Q4 2015Q4 202320
LADENBURG THALMANN FINANCIAL SERVICES INC. 1620.00%0.00%0.00%Q2 2013Q4 201920
Man Group plc 1810.00%0.03%0.08%Q1 2018Q4 202219
Cubist Systematic Strategies, LLC 910.00%0.02%0.05%Q2 2014Q3 202319
PDT Partners, LLC 1610.01%0.15%0.34%Q3 2013Q4 202219
Renaissance Technologies 410.00%0.00%0.01%Q1 2014Q1 202319
OAK RIDGE INVESTMENTS LLC 19190.38%0.73%1.37%Q4 2018Q2 202319
QUADRANT CAPITAL GROUP LLC 1630.00%0.00%0.01%Q1 2016Q3 202319
ACADIAN ASSET MANAGEMENT LLC 1610.00%0.01%0.02%Q4 2013Q2 202219
Intrinsic Edge Capital Management LLC 19190.14%0.61%1.02%Q4 2017Q2 202219
PEAK6 Group LLC 410.00%0.00%0.01%Q3 2013Q2 201818
WOLVERINE TRADING, LLC 310.00%0.00%0.01%Q4 2018Q1 202218
PITCAIRN CO 1410.02%0.04%0.06%Q1 2015Q3 202318
FARMERS & MERCHANTS INVESTMENTS INC 18180.00%0.00%0.00%Q2 2019Q3 202318
MONETA GROUP INVESTMENT ADVISORS LLC 1410.01%0.16%1.94%Q2 2015Q3 202318
ProShare Advisors LLC 1210.00%0.00%0.01%Q2 2013Q3 202318
Nationwide Fund Advisors 18180.00%0.01%0.01%Q2 2013Q3 201718
Monarch Partners Asset Management LLC 940.09%0.50%1.67%Q3 2014Q2 202218
HSBC HOLDINGS PLC 810.00%0.00%0.00%Q2 2015Q1 202318
MEEDER ASSET MANAGEMENT INC 910.00%0.00%0.02%Q2 2017Q3 202218
RENAISSANCE GROUP LLC 18180.02%0.05%0.09%Q2 2019Q3 202318
Campbell & CO Investment Adviser LLC 940.17%0.32%0.63%Q4 2017Q3 202217
SMITH, MOORE & CO. 17170.06%0.12%0.19%Q3 2019Q3 202317
NORDEA INVESTMENT MANAGEMENT AB 1430.00%0.01%0.02%Q3 2018Q3 202317
OBERWEIS ASSET MANAGEMENT INC/ 1340.05%0.26%0.40%Q2 2013Q3 202217
EVERENCE CAPITAL MANAGEMENT INC 1430.02%0.04%0.05%Q2 2019Q3 202317
C M BIDWELL & ASSOCIATES LTD 820.02%0.13%0.26%Q1 2015Q4 202217
MCKINLEY CAPITAL MANAGEMENT LLC 1510.01%0.57%0.96%Q3 2016Q2 202317
ALGERT GLOBAL LLC 710.06%0.31%0.77%Q4 2013Q1 202317
GUGGENHEIM CAPITAL LLC 740.00%0.00%0.01%Q2 2013Q2 202217
Millrace Asset Group, Inc. 1070.27%2.10%4.25%Q4 2014Q4 201917
State of New Jersey Common Pension Fund D 17170.01%0.01%0.01%Q3 2019Q3 202317
Crossmark Global Holdings, Inc. 1250.01%0.01%0.02%Q4 2018Q1 202317
OXFORD ASSET MANAGEMENT LLP 1210.02%0.06%0.12%Q2 2013Q4 201916
Pembroke Management, LTD 16160.53%1.55%2.51%Q4 2019Q3 202316
Squarepoint Ops LLC 510.00%0.01%0.02%Q2 2017Q1 202316
AEGON ASSET MANAGEMENT UK PLC 16160.16%0.28%0.46%Q3 2018Q2 202216
Values First Advisors, Inc. 16160.15%0.34%0.58%Q4 2019Q3 202316
Knights of Columbus Asset Advisors LLC 16160.07%0.24%0.38%Q4 2019Q3 202316
Employees Retirement System of Texas 1240.01%0.04%0.06%Q3 2016Q2 202216
abrdn plc 16160.04%0.17%0.32%Q4 2019Q3 202316
SIMPLEX TRADING, LLC 410.00%0.00%0.01%Q4 2014Q2 202316
AMALGAMATED BANK 1330.01%0.01%0.02%Q2 2019Q3 202316
IndexIQ Advisors LLC 16160.01%0.04%0.09%Q1 2018Q4 202116
Ensign Peak Advisors, Inc 16160.00%0.00%0.01%Q4 2019Q3 202316
BlackRock Institutional Trust Company, N.A. 15150.00%0.00%0.00%Q2 2013Q4 201615
OFI Advisors LLC 1140.01%0.01%0.02%Q3 2011Q3 201515
Cornerstone Investment Partners, LLC 15150.01%0.02%0.04%Q4 2019Q2 202315
Assenagon Asset Management S.A. 610.00%0.01%0.06%Q3 2018Q1 202315
BlackRock Investment Management, LLC 15150.00%0.00%0.00%Q2 2013Q4 201615
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID 15150.38%1.73%2.71%Q1 2020Q3 202315
BlackRock Fund Advisors 15150.01%0.01%0.01%Q2 2013Q4 201615
AMI ASSET MANAGEMENT CORP 15150.18%0.39%0.66%Q1 2020Q3 202315
KING LUTHER CAPITAL MANAGEMENT CORP 15150.01%0.02%0.05%Q1 2020Q3 202315
BLACKROCK ADVISORS LLC 15150.00%0.00%0.00%Q2 2013Q4 201615
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. 15150.04%0.11%0.23%Q1 2016Q3 201915
RIVERHEAD CAPITAL MANAGEMENT LLC 15150.00%0.00%0.01%Q1 2016Q3 201915
BlackRock Group LTD 15150.00%0.00%0.00%Q2 2013Q4 201615
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
CAPSTONE ASSET MANAGEMENT CO 1410.01%0.01%0.02%Q2 2013Q1 201715
HOWE & RUSLING INC 15150.00%0.00%0.02%Q3 2016Q1 202015
Private Capital Group, LLC 1220.00%0.02%0.06%Q4 2018Q2 202214
WASATCH ADVISORS LP 14140.02%0.03%0.07%Q2 2013Q3 201614
BerganKDV Wealth Management, LLC 14140.04%0.06%0.08%Q1 2020Q2 202314
CONFLUENCE INVESTMENT MANAGEMENT LLC 14140.04%0.06%0.11%Q2 2020Q3 202314
AXA S.A. 610.00%0.01%0.02%Q2 2015Q2 202214
LAZARD ASSET MANAGEMENT LLC 1210.00%0.00%0.00%Q3 2018Q2 202314
PRELUDE CAPITAL MANAGEMENT, LLC 510.00%0.01%0.02%Q3 2013Q2 202314
OppenheimerFunds, Inc. 14140.00%0.00%0.00%Q4 2015Q1 201914
Blue Grotto Capital, LLC 14144.03%8.61%12.88%Q2 2020Q3 202314
BLAIR WILLIAM & CO/IL 14140.01%0.02%0.04%Q2 2020Q3 202314
MACQUARIE GROUP LTD 1130.00%0.00%0.00%Q4 2018Q4 202214
SMITH ASSET MANAGEMENT GROUP LP 14140.00%0.00%0.00%Q2 2013Q3 201614
NATIXIS 13130.00%0.03%0.06%Q3 2020Q3 202313
Handelsbanken Fonder AB 940.00%0.00%0.01%Q2 2020Q3 202313
GENEVA CAPITAL MANAGEMENT LLC 13130.26%1.11%1.74%Q3 2020Q3 202313
Aperio Group, LLC 1110.00%0.00%0.00%Q1 2015Q4 202013
TFS CAPITAL LLC 760.03%0.12%0.22%Q2 2013Q3 201613
Advisor Group, Inc. 1210.00%0.00%0.00%Q2 2016Q4 201913
M Holdings Securities, Inc. 13130.06%0.10%0.14%Q3 2014Q3 201713
Robeco Institutional Asset Management B.V. 13130.00%0.02%0.13%Q2 2019Q2 202213
Engineers Gate Manager LP 910.01%0.05%0.13%Q1 2018Q1 202313
EATON VANCE MANAGEMENT 13130.00%0.01%0.01%Q3 2019Q3 202213
DELTA CAPITAL MANAGEMENT LLC 13130.16%0.26%0.37%Q3 2020Q3 202313
Select Equity Group, L.P. 13130.00%0.01%0.01%Q3 2020Q3 202313
Newbridge Financial Services Group, Inc. 13130.02%0.03%0.05%Q3 2020Q3 202313
ARQ WEALTH ADVISORS, LLC 13130.32%1.46%2.56%Q3 2020Q3 202313
PATHSTONE FAMILY OFFICE, LLC 13130.00%0.01%0.04%Q2 2020Q2 202313
Freedom Investment Management, Inc. 940.04%0.07%0.13%Q3 2013Q4 202213
Creative Planning 810.00%0.00%0.00%Q2 2013Q3 202313
Brandywine Global Investment Management, LLC 12120.00%0.04%0.08%Q2 2013Q1 201612
Neuburgh Advisers LLC 12120.00%0.01%0.01%Q4 2016Q3 201912
DUPONT CAPITAL MANAGEMENT CORP 750.01%0.03%0.05%Q3 2013Q4 202212
EAM Investors, LLC 420.15%0.47%1.10%Q3 2013Q4 202112
Glen Harbor Capital Management LLC 12120.00%0.00%0.00%Q4 2016Q3 201912
Spouting Rock Asset Management, LLC 12120.31%1.22%2.09%Q4 2020Q3 202312
KEYBANK NATIONAL ASSOCIATION/OH 810.00%0.00%0.00%Q4 2019Q3 202312
Tyers Asset Management LLC 12120.00%0.00%0.01%Q4 2016Q3 201912
TCI Wealth Advisors, Inc. 840.00%0.00%0.00%Q2 2019Q1 202312
First Horizon Advisors, Inc. 1110.00%0.00%0.00%Q4 2013Q3 202312
Carmichael Hill & Associates, Inc. 12120.00%0.00%0.01%Q4 2019Q3 202212
Geneos Wealth Management Inc. 1010.00%0.03%0.04%Q3 2018Q3 202312
THB ASSET MANAGEMENT 840.38%1.04%2.42%Q2 2015Q4 202012
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 910.00%0.00%0.00%Q4 2014Q3 202312
D.A. DAVIDSON & CO. 12120.00%0.00%0.00%Q3 2014Q2 201712
Tarbox Family Office, Inc. 12120.00%0.00%0.00%Q2 2019Q1 202212
SEIZERT CAPITAL PARTNERS, LLC 660.01%0.09%0.28%Q4 2017Q4 202112
JUPITER ASSET MANAGEMENT LTD 12120.03%0.09%0.20%Q2 2020Q1 202312
SAWGRASS ASSET MANAGEMENT LLC 820.02%0.05%0.10%Q2 2018Q2 202212
CAPTRUST FINANCIAL ADVISORS 910.00%0.00%0.00%Q2 2018Q3 202312
Flinton Capital Management LLC 12120.00%0.00%0.01%Q4 2016Q3 201912
RUSSELL FRANK CO/ 12120.01%0.01%0.02%Q2 2013Q1 201612
1st Global Advisors, Inc. 12120.03%0.04%0.05%Q3 2014Q2 201712
CORNERCAP INVESTMENT COUNSEL INC 1110.07%0.10%0.12%Q2 2013Q4 201712
TD ASSET MANAGEMENT INC 1020.00%0.00%0.00%Q2 2018Q3 202312
CULLEN/FROST BANKERS, INC. 11110.00%0.00%0.00%Q1 2021Q3 202311
MCRAE CAPITAL MANAGEMENT INC 11113.23%4.44%5.70%Q1 2021Q3 202311
Quantbot Technologies LP 310.00%0.04%0.12%Q1 2019Q1 202311
ZACKS INVESTMENT MANAGEMENT 510.01%0.02%0.03%Q2 2013Q3 201911
CAMBIAR INVESTORS LLC 650.06%0.09%0.11%Q2 2020Q2 202311
AMERICAN CENTURY COMPANIES INC 11110.01%0.02%0.03%Q1 2021Q3 202311
Stone Ridge Asset Management LLC 11110.04%0.07%0.12%Q4 2017Q2 202011
McIlrath & Eck, LLC 11110.01%0.01%0.02%Q1 2021Q3 202311
SILVERCREST ASSET MANAGEMENT GROUP LLC 11110.36%0.48%0.74%Q1 2021Q3 202311
Inspire Investing, LLC 920.03%0.04%0.09%Q1 2020Q3 202311
Elk Creek Partners, LLC 11110.54%0.75%1.06%Q4 2013Q2 201611
NKCFO LLC 920.03%0.06%0.18%Q3 2019Q3 202311
AlphaMark Advisors, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 610.00%0.02%0.08%Q1 2019Q2 202211
HANCOCK WHITNEY CORP 730.01%0.02%0.03%Q3 2019Q2 202210
Rockefeller Capital Management L.P. 820.00%0.01%0.04%Q1 2021Q3 202310
FRONTIER CAPITAL MANAGEMENT CO LLC 10100.09%0.18%0.37%Q2 2019Q3 202110
GROUP ONE TRADING, L.P. 10100.00%0.00%0.00%Q2 2020Q3 202210
Retirement Group, LLC 640.00%0.00%0.01%Q1 2021Q3 202310
FIRST MERCANTILE TRUST CO 610.00%0.02%0.04%Q4 2013Q3 202110
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 640.01%0.05%0.08%Q4 2020Q2 202310
State of Wyoming 10100.02%0.04%0.07%Q2 2021Q3 202310
Dynamic Technology Lab Private Ltd 310.02%0.10%0.20%Q1 2017Q3 202210
Cutler Group LLC / CA 420.00%0.00%0.00%Q4 2015Q1 202110
Schonfeld Strategic Advisors LLC 610.00%0.01%0.02%Q1 2019Q1 202310
CONGRESS ASSET MANAGEMENT CO /MA 910.01%0.23%0.70%Q3 2016Q3 202310
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 10100.14%0.33%0.44%Q1 2020Q2 202210
NATIXIS ADVISORS, L.P. 730.00%0.01%0.02%Q3 2019Q3 202310
EAM Global Investors LLC 430.26%0.71%1.46%Q1 2018Q4 202110
Advisory Services Network, LLC 310.00%0.00%0.00%Q1 2018Q1 202310
RAYMOND JAMES & ASSOCIATES 910.00%0.00%0.00%Q4 2019Q2 202210
SIGNATUREFD, LLC 10100.00%0.00%0.00%Q1 2021Q2 202310
JOHNSON INVESTMENT COUNSEL INC 990.01%0.02%0.02%Q2 2016Q2 20189
Raymond James Financial Services Advisors, Inc. 990.00%0.00%0.00%Q3 2021Q3 20239
INTRUST BANK NA 540.03%0.04%0.05%Q2 2021Q3 20239
Connor, Clark & Lunn Investment Management Ltd. 630.00%0.00%0.01%Q1 2014Q2 20199
LPL Financial LLC 810.00%0.00%0.00%Q3 2013Q3 20239
Psagot Value Holdings Ltd. / (Israel) 990.06%0.11%0.15%Q3 2021Q3 20239
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20149
KB FINANCIAL PARTNERS, LLC 810.00%0.00%0.00%Q2 2021Q3 20239
ETRADE Capital Management LLC 990.00%0.02%0.04%Q2 2013Q2 20159
CVA Family Office, LLC 810.01%0.08%0.16%Q2 2021Q3 20239
Nine Chapters Capital Management LLC 990.02%0.06%0.10%Q2 2013Q2 20159
AMERICAN FINANCIAL GROUP INC 990.02%0.02%0.03%Q3 2014Q3 20169
JANUS HENDERSON GROUP PLC 990.00%0.00%0.01%Q3 2021Q3 20239
STATE OF WISCONSIN INVESTMENT BOARD 990.00%0.01%0.02%Q3 2021Q3 20239
Legato Capital Management LLC 540.06%0.23%0.97%Q4 2016Q3 20239
Clark Capital Management Group, Inc. 510.02%0.02%0.04%Q1 2014Q2 20229
CADENCE CAPITAL MANAGEMENT LLC 540.04%0.17%0.34%Q3 2013Q3 20209
Prudent Man Advisors, LLC 810.08%0.13%0.22%Q3 2020Q2 20239
Horizon Investment Services, LLC 630.75%0.93%1.42%Q4 2013Q4 20209
MACKENZIE FINANCIAL CORP 540.00%0.00%0.00%Q3 2018Q2 20229
AVIVA PLC 710.00%0.01%0.01%Q4 2019Q3 20238
TRUEWEALTH LLC 880.00%0.00%0.00%Q3 2018Q2 20208
BALYASNY ASSET MANAGEMENT L.P. 310.00%0.01%0.03%Q1 2020Q3 20238
HIGHBRIDGE CAPITAL MANAGEMENT LLC 410.00%0.01%0.07%Q2 2013Q3 20188
Vestcor Inc 610.00%0.00%0.01%Q4 2020Q3 20238
Hutchin Hill Capital, LP 410.01%0.02%0.04%Q3 2013Q2 20178
Pacer Advisors, Inc. 420.00%0.00%0.01%Q2 2017Q3 20238
CWM, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Congress Wealth Management LLC / DE / 880.06%0.11%0.17%Q4 2021Q3 20238
MSI Financial Services Inc 610.00%0.00%0.00%Q4 2013Q4 20168
Sageworth Trust Co 880.00%0.00%0.00%Q2 2021Q1 20238
Lindenwold Advisors, INC 880.15%0.22%0.26%Q4 2021Q3 20238
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 880.00%0.01%0.07%Q4 2021Q3 20238
Altshuler Shaham Ltd 410.00%0.00%0.00%Q3 2018Q4 20218
FINANCIAL COUNSELORS INC 880.02%0.02%0.02%Q2 2013Q1 20158
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 710.20%1.16%1.48%Q2 2019Q2 20228
YOUSIF CAPITAL MANAGEMENT, LLC 880.01%0.03%0.04%Q4 2021Q3 20238
Numeric Investors LLC 440.00%0.04%0.12%Q3 2013Q4 20178
MERITAGE PORTFOLIO MANAGEMENT 880.57%0.87%1.16%Q3 2020Q2 20228
Maryland State Retirement & Pension System 440.02%0.03%0.04%Q3 2021Q3 20238
NorthCrest Asset Manangement, LLC 880.03%0.06%0.14%Q4 2021Q3 20238
UMB Bank, n.a. 880.00%0.01%0.02%Q4 2021Q3 20238
Covestor Ltd 880.01%0.04%0.06%Q4 2021Q3 20238
Capital International Investors 880.00%0.01%0.01%Q4 2021Q3 20238
Jackson Creek Investment Advisors LLC 880.42%0.46%0.58%Q3 2020Q2 20228
Penserra Capital Management LLC 610.03%0.05%0.12%Q2 2019Q3 20228
Edge Wealth Management LLC 880.00%0.00%0.00%Q3 2018Q2 20208
PROFUND ADVISORS LLC 610.01%0.01%0.01%Q4 2013Q2 20228
Brinker Capital Investments, LLC 880.01%0.01%0.01%Q1 2021Q4 20228
American Portfolios Advisors 880.00%0.00%0.00%Q4 2020Q3 20228
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 880.04%0.10%0.13%Q2 2018Q1 20208
JFS WEALTH ADVISORS, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.00%0.01%0.02%Q4 2021Q3 20238
CAMPBELL NEWMAN ASSET MANAGEMENT INC 880.05%0.12%0.16%Q4 2021Q3 20238
MONETARY MANAGEMENT GROUP INC 770.04%0.06%0.07%Q2 2020Q4 20217
Cambridge Investment Research Advisors, Inc. 430.00%0.00%0.01%Q3 2021Q2 20237
Sheaff Brock Investment Advisors, LLC 770.10%0.11%0.13%Q2 2021Q4 20227
TOWNSQUARE CAPITAL LLC 770.01%0.02%0.04%Q1 2022Q3 20237
Harvest Fund Management Co., Ltd 610.01%0.03%0.05%Q3 2018Q4 20227
Jackson Square Partners, LLC 770.03%0.20%0.36%Q1 2022Q3 20237
NAVELLIER & ASSOCIATES INC 430.08%0.11%0.13%Q4 2019Q3 20227
Ziegler Capital Management, LLC 770.01%0.01%0.02%Q4 2021Q2 20237
Winslow, Evans & Crocker, Inc. 770.00%0.01%0.03%Q2 2019Q4 20207
Graham Capital Management, L.P. 610.01%0.04%0.10%Q4 2021Q3 20237
Grandeur Peak Global Advisors, LLC 520.48%0.95%1.51%Q2 2013Q3 20157
MASSMUTUAL TRUST CO FSB/ADV 520.00%0.00%0.00%Q1 2022Q4 20237
Parasol Investment Management, LLC 770.00%0.00%0.00%Q4 2013Q2 20157
Origin Asset Management LLP 610.06%0.12%0.16%Q1 2021Q1 20237
Wealthspire Advisors, L.P. 770.00%0.00%0.00%Q3 2017Q1 20197
VOLORIDGE INVESTMENT MANAGEMENT, LLC 210.00%0.01%0.04%Q1 2019Q1 20237
Financial Gravity Asset Management, Inc. 410.00%0.01%0.03%Q2 2018Q4 20227
Global Retirement Partners, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Point72 Hong Kong Ltd 210.00%0.00%0.01%Q2 2019Q3 20227
Zions Bancorporation, N.A. 770.05%0.08%0.11%Q1 2022Q3 20237
MARSHALL WACE, LLP 210.01%0.01%0.03%Q1 2014Q4 20227
OCCUDO QUANTITATIVE STRATEGIES LP 770.05%0.10%0.17%Q3 2021Q1 20237
Schubert & Co 660.00%0.00%0.00%Q4 2021Q1 20236
Meridian Wealth Management, LLC 660.03%0.07%0.14%Q2 2022Q3 20236
IMA Wealth, Inc. 660.00%0.00%0.00%Q4 2021Q1 20236
ARGI Investment Services, LLC 420.01%0.04%0.07%Q2 2020Q1 20226
Aurora Investment Counsel 420.60%0.85%1.41%Q3 2014Q4 20206
USA FINANCIAL FORMULAS 310.08%0.15%0.23%Q3 2018Q4 20216
Timpani Capital Management LLC 420.63%1.00%1.38%Q3 2013Q2 20166
HRT FINANCIAL LP 310.00%0.01%0.02%Q3 2019Q1 20236
MUFG Americas Holdings Corp 660.00%0.00%0.00%Q3 2016Q4 20176
PICTET ASSET MANAGEMENT SA 330.00%0.00%0.00%Q3 2021Q2 20236
Paradiem, LLC 660.83%0.99%1.15%Q2 2021Q3 20226
ELLINGTON MANAGEMENT GROUP LLC 210.01%0.05%0.11%Q1 2014Q2 20186
Fieldpoint Private Securities, LLC 660.00%0.00%0.00%Q1 2021Q2 20226
FIRST NATIONAL BANK OF OMAHA 660.05%0.18%0.30%Q2 2022Q3 20236
Alberta Investment Management Corp 330.01%0.01%0.01%Q2 2019Q2 20226
Disciplined Investments, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
Glassman Wealth Services 210.00%0.00%0.00%Q4 2019Q3 20236
APG Asset Management N.V. 420.00%0.00%0.00%Q1 2019Q3 20206
Paloma Partners Management Co 210.00%0.01%0.01%Q3 2018Q4 20216
Lido Advisors, LLC 330.00%0.01%0.02%Q2 2019Q1 20226
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 660.00%0.01%0.01%Q2 2013Q3 20146
Private Advisor Group, LLC 510.00%0.00%0.01%Q2 2020Q2 20226
GENERAL MOTORS INVESTMENT MANAGEMENT CORP 510.02%0.02%0.03%Q3 2013Q1 20156
ALLSTATE CORP 660.01%0.02%0.03%Q3 2020Q4 20216
ATLANTA CAPITAL MANAGEMENT CO L L C 660.12%0.15%0.17%Q2 2021Q3 20226
Lebenthal Holdings,LLC 660.05%0.30%0.60%Q1 2015Q2 20166
361 CAPITAL LLC 420.37%0.45%0.56%Q2 2018Q4 20196
SJS Investment Consulting Inc. 510.00%0.00%0.00%Q1 2022Q3 20236
Sageworth Trust Co of South Dakota 660.02%0.02%0.03%Q4 2021Q1 20236
Cooper Financial Group 660.05%0.13%0.21%Q1 2021Q2 20226
EverSource Wealth Advisors, LLC 660.00%0.00%0.01%Q2 2022Q3 20236
STONERIDGE INVESTMENT PARTNERS LLC 550.06%0.12%0.22%Q4 2014Q4 20155
CAPITAL FUND MANAGEMENT S.A. 410.01%0.01%0.01%Q4 2019Q3 20215
WOLVERINE ASSET MANAGEMENT LLC 410.00%0.00%0.02%Q4 2014Q4 20195
WEST PACES ADVISORS INC. 550.00%0.00%0.00%Q2 2021Q2 20225
Ellsworth Advisors, LLC 550.18%0.28%0.40%Q4 2020Q4 20215
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 210.00%0.02%0.04%Q4 2019Q4 20225
Mirae Asset Global Investments Co., Ltd. 550.00%0.00%0.00%Q3 2022Q3 20235
Mariner, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
FORT, L.P. 550.07%0.22%0.34%Q2 2021Q2 20225
AHL Partners LLP 410.01%0.02%0.02%Q3 2016Q4 20175
Brendel Financial Advisors LLC 320.01%1.50%2.95%Q2 2020Q4 20215
BRANT POINT INVESTMENT MANAGEMENT LLC 550.13%0.43%0.75%Q3 2013Q3 20145
RMB Capital Management, LLC 550.01%0.01%0.02%Q4 2018Q4 20195
LORD, ABBETT & CO. LLC 410.01%0.07%0.10%Q3 2016Q3 20235
Van Hulzen Asset Management, LLC 550.05%0.05%0.06%Q3 2019Q3 20205
Yarbrough Capital, LLC 550.03%0.06%0.11%Q4 2021Q4 20225
NOMURA ASSET MANAGEMENT CO LTD 550.00%0.00%0.00%Q2 2021Q2 20225
Acrospire Investment Management LLC 320.01%0.08%0.19%Q1 2016Q2 20175
DE BURLO GROUP INC 550.10%0.11%0.14%Q2 2014Q2 20155
ATTICUS WEALTH MANAGEMENT, LLC 550.00%0.01%0.04%Q3 2021Q3 20225
UNITED CAPITAL FINANCIAL ADVISORS, LLC 550.01%0.01%0.02%Q2 2014Q2 20155
CIM, LLC 550.04%0.07%0.08%Q2 2021Q2 20225
Trexquant Investment LP 110.01%0.04%0.12%Q1 2015Q2 20225
Lindbrook Capital, LLC 310.00%0.00%0.00%Q1 2022Q3 20235
Hillsdale Investment Management Inc. 550.10%0.14%0.18%Q2 2013Q2 20145
ANDERSON HOAGLAND & CO 550.34%0.39%0.56%Q2 2022Q2 20235
Marshall Wace North America L.P. 110.00%0.02%0.07%Q4 2013Q1 20215
BARRETT & COMPANY, INC. 550.00%0.00%0.00%Q3 2022Q3 20235
BAILARD, INC. 410.01%0.01%0.02%Q4 2018Q1 20225
Skandinaviska Enskilda Banken AB (publ) 550.00%0.01%0.01%Q3 2020Q3 20215
CHASE INVESTMENT COUNSEL CORP 550.24%0.49%0.73%Q4 2020Q4 20215
MML INVESTORS SERVICES, LLC 320.00%0.00%0.00%Q3 2021Q3 20235
Maryland Capital Management 550.02%0.02%0.02%Q3 2021Q3 20225
MILES CAPITAL, INC. 320.17%0.20%0.22%Q4 2015Q4 20195
Livingston Group Asset Management CO (operating as Southport Capital Management) 550.29%0.47%0.72%Q1 2021Q1 20225
First Personal Financial Services 550.00%0.00%0.01%Q4 2014Q4 20155
Allworth Financial LP 410.00%0.00%0.00%Q2 2022Q3 20235
ExodusPoint Capital Management, LP 110.01%0.02%0.04%Q2 2020Q3 20235
Bell Investment Advisors, Inc 550.00%0.00%0.00%Q3 2022Q3 20235
NewEdge Advisors, LLC 320.00%0.02%0.04%Q2 2021Q1 20235
First National Advisers, LLC 550.13%0.50%0.73%Q3 2022Q3 20235
FIRST HORIZON CORP 440.00%0.00%0.00%Q3 2020Q2 20214
SHELTON CAPITAL MANAGEMENT 310.01%0.04%0.15%Q3 2020Q1 20224
KLR INVESTMENT ADVISORS, LLC 440.25%0.25%0.25%Q4 2022Q3 20234
Front Row Advisors LLC 440.00%0.00%0.00%Q4 2018Q3 20194
Virtu KCG Holdings LLC 310.00%0.01%0.01%Q2 2016Q2 20174
Mesirow Institutional Investment Management, Inc. 440.04%0.85%1.29%Q3 2022Q2 20234
HARBOUR INVESTMENTS, INC. 440.00%0.00%0.00%Q1 2021Q4 20214
Hillcrest Asset Management LLC 441.91%2.19%2.41%Q3 2014Q2 20154
DARK FOREST CAPITAL MANAGEMENT LP 210.00%0.02%0.07%Q4 2021Q3 20234
NumerixS Investment Technologies Inc 440.00%0.03%0.05%Q3 2019Q2 20204
STEVENS CAPITAL MANAGEMENT LP 440.01%0.01%0.01%Q1 2017Q4 20174
Airain ltd 210.01%0.01%0.02%Q3 2014Q2 20174
Steward Financial Group LLC 210.00%0.00%0.00%Q2 2022Q3 20234
HM PAYSON & CO 440.00%0.00%0.00%Q4 2020Q3 20214
Investors Research Corp 440.05%0.05%0.06%Q1 2019Q4 20194
MGO ONE SEVEN LLC 210.00%0.01%0.03%Q4 2017Q3 20234
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
NORTHPOINTE CAPITAL LLC 220.19%0.24%0.36%Q4 2013Q2 20154
Rafferty Asset Management, LLC 210.01%0.01%0.01%Q4 2018Q2 20204
Itau Unibanco Holding S.A. 310.00%0.01%0.03%Q4 2018Q4 20194
A.R.T. Advisors, LLC 210.01%0.01%0.02%Q1 2017Q3 20184
Manatuck Hill Partners, LLC 440.32%2.00%3.74%Q2 2019Q1 20204
Jacobi Capital Management LLC 440.00%0.00%0.00%Q1 2020Q4 20204
Redwood Investments, LLC 440.87%0.98%1.25%Q2 2022Q1 20234
Elequin Capital, LP 310.00%0.00%0.00%Q1 2022Q2 20234
SECOR Capital Advisors, LP 210.05%0.19%0.34%Q4 2013Q1 20184
TOTH FINANCIAL ADVISORY CORP 220.00%0.00%0.00%Q4 2019Q4 20214
Jump Financial, LLC 310.01%0.05%0.09%Q1 2022Q3 20234
Perimeter Capital Partners, LLC 440.28%0.54%0.75%Q4 2013Q3 20144
Cortina Asset Management, LLC 440.20%0.43%0.54%Q3 2013Q2 20144
Qube Research & Technologies Ltd 210.01%0.01%0.01%Q1 2021Q4 20224
CreativeOne Wealth, LLC 440.01%0.03%0.04%Q3 2021Q2 20224
DCM Advisors, LLC 440.15%0.50%0.76%Q1 2021Q4 20214
Capital Advisors, Ltd. LLC 440.00%0.00%0.00%Q3 2022Q2 20234
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 310.00%0.00%0.00%Q4 2020Q4 20214
Bluefin Trading, LLC 440.00%0.02%0.04%Q3 2019Q2 20204
Virtu Financial LLC 110.02%0.02%0.02%Q1 2018Q1 20224
AdvisorNet Financial, Inc 440.00%0.00%0.00%Q4 2022Q3 20234
Tributary Capital Management, LLC 440.03%0.03%0.04%Q4 2022Q3 20234
Covington Capital Management 440.00%0.00%0.01%Q4 2021Q3 20224
KESTREL INVESTMENT MANAGEMENT CORP 441.63%2.72%3.45%Q4 2022Q3 20234
GPS Wealth Strategies Group, LLC 440.00%0.00%0.00%Q1 2021Q4 20214
Quantinno Capital Management LP 310.04%0.12%0.25%Q4 2019Q1 20224
DRIEHAUS CAPITAL MANAGEMENT LLC 440.21%0.53%0.72%Q3 2019Q2 20204
SG Capital Management LLC 110.58%1.15%1.81%Q2 2019Q1 20224
Blue Trust, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
WEDBUSH SECURITIES INC 440.01%0.02%0.02%Q3 2021Q2 20224
MBM Wealth Consultants, LLC 440.01%0.11%0.19%Q4 2022Q3 20234
Quadrature Capital Ltd 310.01%0.03%0.04%Q2 2020Q3 20234
Hood River Capital Management LLC 440.95%1.50%1.72%Q2 2021Q1 20224
MACKAY SHIELDS LLC 440.00%0.02%0.02%Q1 2019Q4 20194
AlphaCrest Capital Management LLC 210.01%0.02%0.04%Q1 2020Q4 20213
FRANKLIN RESOURCES INC 330.00%0.00%0.00%Q3 2021Q1 20223
FRIESS ASSOCIATES LLC 210.06%0.28%0.72%Q1 2016Q1 20203
Acropolis Investment Management, LLC 330.01%0.01%0.01%Q3 2021Q1 20223
ALTERNA WEALTH MANAGEMENT, INC 210.22%0.24%0.26%Q1 2022Q1 20233
PIEDMONT INVESTMENT ADVISORS INC 210.01%0.01%0.01%Q2 2018Q1 20193
TD Waterhouse Canada Inc. 330.00%0.00%0.00%Q3 2022Q1 20233
Ergoteles LLC 210.01%0.01%0.03%Q1 2021Q1 20223
Lisanti Capital Growth, LLC 210.08%1.33%2.15%Q2 2018Q4 20193
ASSOCIATED BANC-CORP 330.00%0.00%0.00%Q2 2020Q4 20203
LaSalle Street Capital Management, LLC 330.19%0.27%0.31%Q2 2017Q4 20173
Stanley-Laman Group, Ltd. 330.04%0.04%0.04%Q3 2015Q1 20163
OPTIMUM INVESTMENT ADVISORS 210.01%0.01%0.01%Q1 2019Q1 20203
FOX RUN MANAGEMENT, L.L.C. 110.13%0.20%0.32%Q2 2020Q3 20223
MV CAPITAL MANAGEMENT, INC. 330.00%0.00%0.00%Q1 2019Q3 20193
Caption Management, LLC 110.01%0.03%0.06%Q2 2022Q2 20233
Coe Capital Management, LLC 210.19%0.29%0.43%Q4 2014Q3 20153
Berman Capital Advisors, LLC 330.00%0.00%0.00%Q3 2019Q1 20203
Point72 Asset Management, L.P. 330.00%0.00%0.00%Q2 2019Q4 20193
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 330.00%0.00%0.01%Q1 2023Q3 20233
Orion Portfolio Solutions, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Verition Fund Management LLC 110.00%0.00%0.01%Q1 2021Q3 20223
Gradient Investments LLC 330.00%0.00%0.00%Q3 2022Q1 20233
WHITTIER TRUST CO 330.00%0.00%0.00%Q1 2022Q3 20223
Kessler Investment Group, LLC 330.19%0.20%0.21%Q4 2013Q2 20143
BURNEY CO/ 330.01%0.09%0.22%Q1 2023Q3 20233
CURIAN CAPITAL LLC 330.02%0.02%0.03%Q2 2013Q4 20133
ELEMENT CAPITAL MANAGEMENT LLC 330.01%0.01%0.01%Q3 2018Q1 20193
IronBridge Private Wealth, LLC 330.00%0.01%0.01%Q2 2021Q4 20213
Empowered Funds, LLC 330.20%0.22%0.25%Q4 2021Q2 20223
DUALITY ADVISERS, LP 210.08%0.09%0.10%Q4 2020Q1 20223
WINTON GROUP Ltd 210.02%0.03%0.04%Q2 2019Q1 20213
FORA Capital, LLC 210.02%0.04%0.06%Q4 2019Q3 20223
YorkBridge Wealth Partners, LLC 210.00%0.00%0.00%Q4 2016Q2 20193
Hilltop Holdings Inc. 330.05%0.07%0.09%Q2 2021Q4 20213
STEEL GROVE CAPITAL ADVISORS, LLC 330.04%0.05%0.05%Q3 2021Q1 20223
Amundi 210.00%0.00%0.00%Q1 2022Q1 20233
S Squared Technology, LLC 330.86%1.79%2.42%Q1 2022Q3 20223
BBT Capital Management, LLC 330.34%0.47%0.66%Q3 2018Q1 20193
HWG Holdings LP 210.22%1.40%2.66%Q2 2021Q1 20223
FIRST HAWAIIAN BANK 110.00%0.01%0.04%Q3 2018Q3 20233
TRUIST FINANCIAL CORP 210.00%0.00%0.01%Q2 2015Q3 20233
Zebra Capital Management LLC 330.10%0.11%0.11%Q1 2016Q3 20163
Copper Rock Capital Partners, LLC 330.12%1.86%3.54%Q1 2020Q3 20203
JENNISON ASSOCIATES LLC 330.00%0.00%0.00%Q1 2020Q3 20203
Assured Investment Management LLC 330.00%0.01%0.01%Q2 2018Q4 20183
ANALYTIC INVESTORS, LLC 330.01%0.01%0.02%Q2 2014Q4 20143
Carroll Financial Associates, Inc. 330.00%0.00%0.00%Q4 2019Q2 20203
ADVISOR PARTNERS II, LLC 330.01%0.01%0.02%Q4 2022Q2 20233
HighTower Advisors, LLC 110.00%0.00%0.00%Q1 2016Q3 20233
Baker Avenue Asset Management, LP 330.00%0.00%0.00%Q4 2022Q2 20233
THOMPSON DAVIS & CO., INC. 330.00%0.00%0.01%Q2 2017Q4 20173
NewSquare Capital LLC 330.00%0.00%0.00%Q4 2022Q2 20233
NORRIS PERNE & FRENCH LLP/MI 330.05%0.17%0.24%Q2 2013Q4 20133
Sterling Capital Management LLC 330.01%0.01%0.01%Q4 2018Q2 20193
CANADA PENSION PLAN INVESTMENT BOARD 210.00%0.00%0.00%Q3 2019Q4 20203
Quantitative Systematic Strategies LLC 330.03%0.04%0.05%Q2 2020Q4 20203
Holocene Advisors, LP 330.00%0.01%0.01%Q1 2023Q3 20233
ENTERPRISE FINANCIAL SERVICES CORP 220.00%0.00%0.00%Q1 2021Q2 20212
Redhawk Wealth Advisors, Inc. 220.12%0.14%0.16%Q3 2021Q4 20212
Cetera Advisors LLC 220.01%0.01%0.01%Q3 2021Q4 20212
Emerald Acquisition Ltd. 220.01%0.02%0.02%Q2 2016Q3 20162
Southpoint Capital Advisors LP 220.72%0.77%0.82%Q4 2022Q1 20232
Nichols Asset Management LLC 221.44%1.51%1.57%Q1 2014Q2 20142
Kavar Capital Partners, LLC 110.00%0.00%0.00%Q1 2014Q2 20152
MUNDER CAPITAL MANAGEMENT 220.00%0.00%0.00%Q4 2013Q1 20142
Truvestments Capital LLC 220.00%0.00%0.01%Q2 2019Q3 20192
COMMONWEALTH EQUITY SERVICES, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Leucadia National 220.01%0.01%0.02%Q1 2023Q2 20232
INNOVIS ASSET MANAGEMENT LLC 220.15%0.19%0.24%Q1 2023Q2 20232
Aquatic Capital Management LLC 110.01%0.01%0.01%Q1 2023Q3 20232
Cavalier Investments, LLC 220.10%0.11%0.12%Q4 2019Q1 20202
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2020Q1 20212
ROPES WEALTH ADVISORS LLC 220.00%0.00%0.00%Q3 2017Q4 20172
JWEST, LLC 224.44%4.52%4.60%Q4 2013Q1 20142
Wilmington Funds Management Corp 220.03%0.03%0.04%Q4 2013Q1 20142
DENALI ADVISORS LLC 220.26%0.27%0.29%Q2 2018Q3 20182
ARGENT CAPITAL MANAGEMENT LLC 220.11%0.19%0.27%Q2 2013Q3 20132
ZPR Investment Management 110.30%0.69%1.08%Q2 2014Q3 20192
ADVISOR PARTNERS LLC 220.01%0.01%0.01%Q4 2021Q1 20222
AIGEN INVESTMENT MANAGEMENT, LP 220.00%0.02%0.04%Q1 2020Q2 20202
Cresset Asset Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
AVANTAX ADVISORY SERVICES, INC. 220.00%0.00%0.00%Q3 2021Q4 20212
CAXTON ASSOCIATES LP 110.06%0.09%0.12%Q4 2019Q2 20212
Quantamental Technologies LLC 110.02%0.12%0.21%Q1 2019Q4 20212
Redwood Investment Management, LLC 220.06%0.06%0.06%Q1 2022Q2 20222
MISSOURI VALLEY PARTNERS, INC. 220.26%0.32%0.37%Q2 2013Q3 20132
Arabesque Asset Management Ltd 221.31%1.34%1.38%Q3 2019Q4 20192
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
AGF INVESTMENTS INC. 220.00%0.00%0.00%Q2 2020Q3 20202
JOYN Advisors, Inc. 220.00%0.00%0.00%Q2 2018Q3 20182
PACIFIC VIEW ASSET MANAGEMENT, LLC 220.19%0.22%0.24%Q4 2017Q1 20182
Standard Family Office LLC 220.01%0.12%0.23%Q2 2022Q3 20222
Ground Swell Capital, LLC 220.01%0.01%0.01%Q2 2014Q3 20142
ADVISORY RESEARCH INC 220.04%0.05%0.06%Q1 2022Q2 20222
KEANE CAPITAL MANAGEMENT INC 220.93%0.95%0.97%Q2 2013Q3 20132
NEXT Financial Group, Inc 220.00%0.01%0.01%Q3 2021Q4 20212
DEERE & CO 220.01%0.02%0.02%Q3 2013Q4 20132
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q2 2020Q3 20232
Laurion Capital Management LP 110.00%0.01%0.01%Q1 2018Q4 20182
Magnetar Financial LLC 110.01%0.01%0.02%Q3 2018Q4 20212
Athanor Capital, LP 220.01%0.02%0.02%Q4 2020Q1 20212
CHARTWELL INVESTMENT PARTNERS, LLC 220.04%0.05%0.05%Q4 2019Q1 20202
Summit X, LLC 220.09%0.11%0.13%Q2 2021Q3 20212
FIRST QUADRANT LLC/CA 110.00%0.00%0.01%Q2 2017Q4 20182
Psagot Value Holdings Ltd. 220.02%0.07%0.12%Q2 2021Q3 20212
SAC Capital Advisors LP 110.00%0.00%0.00%Q2 2013Q4 20132
ALPS ADVISORS INC 220.00%0.00%0.01%Q3 2013Q4 20132
Ibex Investors LLC 110.02%0.13%0.25%Q1 2018Q2 20192
BOSTON ADVISORS LLC 220.06%0.08%0.09%Q2 2019Q3 20192
WFG Advisors, LP 110.00%0.00%0.00%Q4 2013Q4 20142
CANANDAIGUA NATIONAL BANK & TRUST CO 220.04%0.04%0.04%Q3 2023Q4 20232
HANSEATIC MANAGEMENT SERVICES INC 221.14%1.18%1.23%Q3 2021Q4 20212
M&G INVESTMENT MANAGEMENT LTD 220.01%0.01%0.02%Q2 2021Q3 20212
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q3 20222
BFSG, LLC 220.14%0.14%0.14%Q3 2021Q4 20212
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 220.07%0.08%0.10%Q1 2015Q2 20152
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. 220.15%0.16%0.16%Q4 2019Q1 20202
Olympiad Research LP 220.23%0.24%0.26%Q1 2023Q2 20232
Vanguard Personalized Indexing Management, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Bowling Portfolio Management LLC 220.12%0.12%0.13%Q2 2019Q3 20192
Sandy Cove Advisors, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
SHELL ASSET MANAGEMENT CO 220.01%0.01%0.01%Q2 2023Q3 20232
Walleye Capital LLC 110.00%0.01%0.02%Q4 2019Q4 20192
Harel Insurance Investments & Financial Services Ltd. 110.00%0.01%0.02%Q3 2018Q2 20232
First PREMIER Bank 220.00%0.00%0.01%Q4 2019Q1 20202
Lloyd Advisory Services, LLC. 110.00%0.05%0.11%Q1 2022Q3 20232
BANK OF NOVA SCOTIA 220.00%0.00%0.00%Q4 2021Q1 20222
MACROVIEW INVESTMENT MANAGEMENT LLC 110.01%0.01%0.02%Q4 2019Q4 20212
TWINBEECH CAPITAL LP 110.02%0.04%0.05%Q4 2021Q3 20222
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
TUCKER ASSET MANAGEMENT LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Robbins Farley 220.01%0.01%0.01%Q3 2021Q4 20212
Proficio Capital Partners LLC 220.01%0.01%0.01%Q1 2019Q2 20192
WELD CAPITAL MANAGEMENT LLC 110.09%0.16%0.23%Q1 2019Q4 20192
Cordant, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Alpha Quant Advisors, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Eisler Capital (US) LLC 110.14%0.14%0.14%Q3 2023Q3 20231
Sigma Planning Corp 110.01%0.01%0.01%Q4 2021Q4 20211
Amalgamated Financial Corp. 110.01%0.01%0.01%Q1 2022Q1 20221
Counterpoint Mutual Funds LLC 110.01%0.01%0.01%Q2 2021Q2 20211
AXQ CAPITAL, LP 110.10%0.10%0.10%Q1 2023Q1 20231
IFS Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Y-Intercept (Hong Kong) Ltd 110.08%0.08%0.08%Q4 2021Q4 20211
Blueshift Asset Management, LLC 110.05%0.05%0.05%Q1 2021Q1 20211
Bartlett & Co. LLC 110.00%0.00%0.00%Q4 2020Q4 20201
TFO Wealth Partners, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Manchester Capital Management LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Verdence Capital Advisors LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Mutual Advisors, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
PINNACLE ASSOCIATES LTD 110.00%0.00%0.00%Q4 2021Q4 20211
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Prospera Financial Services Inc 110.00%0.00%0.00%Q3 2020Q3 20201
Virtus Fund Advisers, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
Weiss Asset Management LP 110.05%0.05%0.05%Q3 2018Q3 20181
BRIDGEWAY CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Csenge Advisory Group 110.00%0.00%0.00%Q3 2018Q3 20181
Yorktown Management & Research Co Inc 110.04%0.04%0.04%Q3 2014Q3 20141
Crosspoint Capital Strategies, LLC 110.00%0.00%0.00%Q1 2014Q1 20141
LUCUS ADVISORS LLC 110.38%0.38%0.38%Q1 2017Q1 20171
Versor Investments LP 110.01%0.01%0.01%Q3 2021Q3 20211
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
OPPENHEIMER ASSET MANAGEMENT INC. 110.02%0.02%0.02%Q3 2023Q3 20231
One Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
FNY Managed Accounts LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Noked Israel Ltd 110.22%0.22%0.22%Q4 2018Q4 20181
Alliance Wealth Advisors, LLC /UT 110.09%0.09%0.09%Q3 2023Q3 20231
Simplicity Solutions, LLC 110.04%0.04%0.04%Q3 2021Q3 20211
Pinnacle Wealth Management Advisory Group, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
West Oak Capital, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
BIVIN & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2021Q4 20211
Polar Asset Management Partners Inc. 110.19%0.19%0.19%Q2 2013Q2 20131
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Polaris Wealth Advisory Group, LLC 110.09%0.09%0.09%Q4 2021Q4 20211
Spire Wealth Management 110.00%0.00%0.00%Q2 2022Q2 20221
Pearl River Capital, LLC 110.06%0.06%0.06%Q4 2018Q4 20181
EDMUNDS WHITE PARTNERS LLC 112.03%2.03%2.03%Q4 2013Q4 20131
MOODY NATIONAL BANK TRUST DIVISION 110.00%0.00%0.00%Q4 2018Q4 20181
Magnus Financial Group LLC 110.04%0.04%0.04%Q1 2020Q1 20201
Lebenthal Asset Management, LLC 110.05%0.05%0.05%Q2 2016Q2 20161
ARROWGRASS CAPITAL PARTNERS (US) LP 110.06%0.06%0.06%Q3 2018Q3 20181
AE Wealth Management LLC 110.01%0.01%0.01%Q4 2021Q4 20211
VALLEY NATIONAL ADVISERS INC 110.00%0.00%0.00%Q3 2023Q3 20231
HBK INVESTMENTS L P 110.01%0.01%0.01%Q1 2023Q1 20231
WESTWOOD HOLDINGS GROUP INC 110.00%0.00%0.00%Q4 2022Q4 20221
CHILDRESS CAPITAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
HUDSON EDGE INVESTMENT PARTNERS INC. 110.08%0.08%0.08%Q3 2023Q3 20231
Sculptor Capital LP 110.01%0.01%0.01%Q3 2018Q3 20181
Farmer Steven Patrick 110.04%0.04%0.04%Q2 2022Q2 20221
BAKER TILLY WEALTH MANAGEMENT, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD 110.01%0.01%0.01%Q4 2013Q4 20131
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 110.01%0.01%0.01%Q3 2018Q3 20181
Calamos Advisors LLC 110.00%0.00%0.00%Q4 2019Q4 20191
CIBC WORLD MARKET INC. 110.00%0.00%0.00%Q2 2021Q2 20211
TOMPKINS FINANCIAL CORP 110.00%0.00%0.00%Q4 2020Q4 20201
GENWORTH FINANCIAL INC 110.02%0.02%0.02%Q2 2013Q2 20131
Rehmann Capital Advisory Group 110.00%0.00%0.00%Q2 2019Q2 20191
PARK AVENUE SECURITIES LLC 110.00%0.00%0.00%Q3 2023Q3 20231
ACG Wealth 110.01%0.01%0.01%Q2 2022Q2 20221
Financial Gravity Companies, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
GREAT LAKES ADVISORS, LLC 110.07%0.07%0.07%Q1 2015Q1 20151
MCDONALD PARTNERS LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Nicholas Investment Partners, LP 110.13%0.13%0.13%Q3 2013Q3 20131
Delpha Capital Management, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Keeley-Teton Advisors, LLC 110.19%0.19%0.19%Q1 2021Q1 20211
Bridgefront Capital, LLC 110.26%0.26%0.26%Q3 2021Q3 20211
DSAM Partners (London) Ltd 110.05%0.05%0.05%Q1 2019Q1 20191
Gary Goldberg Planning Services Inc 110.00%0.00%0.00%Q1 2014Q1 20141
Patriot Financial Group Insurance Agency, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
ETF MANAGERS GROUP, LLC 110.04%0.04%0.04%Q2 2021Q2 20211
Inspire Advisors, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
INCEPTIONR LLC 110.15%0.15%0.15%Q4 2022Q4 20221
XPONANCE, INC. 110.00%0.00%0.00%Q4 2021Q4 20211
Pictet Asset Management Holding SA 110.00%0.00%0.00%Q3 2023Q3 20231
SIGNET FINANCIAL MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Mach-1 Financial Group, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Alpha DNA Investment Management LLC 110.90%0.90%0.90%Q4 2021Q4 20211
OPPENHEIMER & CO INC 110.01%0.01%0.01%Q2 2023Q2 20231
OLIVER LAGORE VANVALIN INVESTMENT GROUP 110.00%0.00%0.00%Q3 2023Q3 20231
Park Place Capital Corp 110.02%0.02%0.02%Q3 2023Q3 20231
Total Clarity Wealth Management, Inc. 110.14%0.14%0.14%Q4 2022Q4 20221
FIDUCIARY TRUST INTERNATIONAL LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Tradition Wealth Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Spectrum Management Group, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Centiva Capital, LP 110.04%0.04%0.04%Q3 2021Q3 20211
Absolute Return Capital, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
Prestige Wealth Management Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Atria Wealth Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Sciencast Management LP 110.10%0.10%0.10%Q4 2020Q4 20201
Pinnacle Wealth Planning Services, Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
AlphaOne Investment Services, LLC 110.08%0.08%0.08%Q1 2015Q1 20151
AMP Capital Investors Ltd 110.00%0.00%0.00%Q3 2021Q3 20211
CX Institutional 110.00%0.00%0.00%Q2 2022Q2 20221
AJO, LP 110.02%0.02%0.02%Q1 2018Q1 20181
LGT Financial Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
MIRABELLA FINANCIAL SERVICES LLP 110.04%0.04%0.04%Q2 2021Q2 20211
NORDEN GROUP LLC 110.11%0.11%0.11%Q3 2023Q3 20231
First Trust Direct Indexing L.P. 110.02%0.02%0.02%Q4 2020Q4 20201
Providence Capital Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
NATIONAL BANK OF CANADA /FI/ 110.00%0.00%0.00%Q4 2021Q4 20211
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Opus Capital Group, LLC 110.79%0.79%0.79%Q2 2015Q2 20151
Numerai GP LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Regent Peak Wealth Advisors LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Hodges Capital Management Inc. 110.36%0.36%0.36%Q1 2020Q1 20201
ADVENT CAPITAL MANAGEMENT /DE/ 110.00%0.00%0.00%Q3 2022Q3 20221
Mount Yale Investment Advisors, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
XTX Topco Ltd 110.10%0.10%0.10%Q3 2023Q3 20231
HAP Trading, LLC 110.01%0.01%0.01%Q4 2013Q4 20131
Alyeska Investment Group, L.P. 110.16%0.16%0.16%Q3 2023Q3 20231
Illinois Municipal Retirement Fund 110.02%0.02%0.02%Q3 2023Q3 20231
BOULDER HILL CAPITAL MANAGEMENT LP 110.38%0.38%0.38%Q4 2021Q4 20211
VIRGINIA RETIREMENT SYSTEM 110.01%0.01%0.01%Q1 2016Q1 20161
Summit Trail Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Noked Capital LTD 110.22%0.22%0.22%Q4 2018Q4 20181
Atom Investors LP 110.08%0.08%0.08%Q2 2019Q2 20191
III Capital Management 110.02%0.02%0.02%Q1 2021Q1 20211
Petrus Trust Company, LTA 110.04%0.04%0.04%Q1 2017Q1 20171
TORONTO DOMINION BANK 110.00%0.00%0.00%Q4 2021Q4 20211
Foundry Partners, LLC 110.10%0.10%0.10%Q4 2013Q4 20131
NEW AMSTERDAM PARTNERS LLC/NY 111.18%1.18%1.18%Q1 2019Q1 20191
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
Your Advocates Ltd., LLP 110.01%0.01%0.01%Q2 2023Q2 20231
BROWN ADVISORY INC 110.01%0.01%0.01%Q1 2021Q1 20211
Operose Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
HOEY INVESTMENTS, INC 110.00%0.00%0.00%Q3 2023Q3 20231
Teza Capital Management LLC 110.03%0.03%0.03%Q1 2023Q1 20231
ALBION FINANCIAL GROUP /UT 110.00%0.00%0.00%Q4 2022Q4 20221
Linden Thomas Advisory Services, LLC 110.05%0.05%0.05%Q2 2023Q2 20231
Sumitomo Mitsui Trust Holdings, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Dakota Wealth Management 110.01%0.01%0.01%Q3 2023Q3 20231
Covenant Partners, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
BlackRock Japan Co. Ltd 110.00%0.00%0.00%Q2 2013Q2 20131
Vident Investment Advisory, LLC 110.10%0.10%0.10%Q3 2015Q3 20151
MAVERICK CAPITAL LTD 110.00%0.00%0.00%Q3 2021Q3 20211
FSM Wealth Advisors, LLC 110.11%0.11%0.11%Q2 2023Q2 20231
Portside Wealth Group, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Charter Oak Partners Management, L.P. 110.18%0.18%0.18%Q2 2013Q2 20131
ALPHA WINDWARD LLC 110.22%0.22%0.22%Q1 2020Q1 20201
External links

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