PHYSICIANS RLTY TR shareholder history

Current and past PHYSICIANS RLTY TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 29100.00%0.00%0.01%Q4 2013Q3 202397
Citadel Advisors 39390.00%0.00%0.03%Q1 2014Q3 202372
Cutler Group LLC / CA 1480.00%0.00%0.00%Q4 2015Q3 202146
METROPOLITAN LIFE INSURANCE CO/NY 41410.00%0.02%0.04%Q3 2013Q3 202341
PRUDENTIAL FINANCIAL INC 41410.00%0.03%0.10%Q3 2013Q3 202341
BANK OF AMERICA CORP /DE/ 41410.00%0.00%0.01%Q3 2013Q3 202341
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 41410.00%0.01%0.01%Q3 2013Q3 202341
GEODE CAPITAL MANAGEMENT, LLC 41410.00%0.01%0.01%Q3 2013Q3 202341
DEUTSCHE BANK AG\ 41410.00%0.01%0.08%Q3 2013Q3 202341
BlackRock Inc. 41410.00%0.01%0.02%Q3 2013Q3 202341
US BANCORP \DE\ 41410.00%0.00%0.01%Q3 2013Q3 202341
DUBUQUE BANK & TRUST CO 41410.00%0.14%0.27%Q3 2013Q3 202341
AMERIPRISE FINANCIAL INC 41410.00%0.00%0.01%Q3 2013Q3 202341
Daiwa Securities Group Inc. 41410.00%0.06%0.26%Q3 2013Q3 202341
STRS OHIO 41410.00%0.02%0.03%Q3 2013Q3 202341
STATE STREET CORP 41410.00%0.01%0.01%Q3 2013Q3 202341
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 41410.00%0.01%0.02%Q3 2013Q3 202341
BARCLAYS PLC 41410.00%0.00%0.04%Q3 2013Q3 202341
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 41410.00%0.01%0.02%Q3 2013Q3 202341
Bank of New York Mellon Corp 41410.00%0.01%0.04%Q3 2013Q3 202341
PEAK6 Investments LLC 1010.00%0.00%0.00%Q3 2018Q1 202341
Mitsubishi UFJ Asset Management Co., Ltd. 41410.00%0.01%0.01%Q3 2013Q3 202341
Asset Management One Co., Ltd. 41410.01%0.04%0.11%Q3 2013Q3 202341
NORTHERN TRUST CORP 41410.00%0.01%0.02%Q3 2013Q3 202341
VANGUARD GROUP INC 41410.00%0.01%0.03%Q3 2013Q3 202341
CITIGROUP INC 40400.00%0.00%0.01%Q4 2013Q3 202341
GOLDMAN SACHS GROUP INC 38380.00%0.01%0.02%Q2 2014Q3 202341
MORGAN STANLEY 41410.00%0.00%0.01%Q3 2013Q3 202341
RHUMBLINE ADVISERS 40400.00%0.01%0.02%Q4 2013Q3 202340
BANK OF MONTREAL /CAN/ 3820.00%0.00%0.03%Q3 2013Q3 202340
Nuveen Asset Management, LLC 40400.00%0.14%0.57%Q4 2013Q3 202340
WELLS FARGO & COMPANY/MN 40400.00%0.00%0.02%Q4 2013Q3 202340
Sumitomo Mitsui Trust Holdings, Inc. 40400.00%0.00%0.01%Q4 2013Q3 202340
AMERICAN INTERNATIONAL GROUP, INC. 40400.00%0.02%0.06%Q4 2013Q3 202340
Janney Montgomery Scott LLC 29100.01%0.02%0.09%Q4 2013Q3 202339
CREDIT SUISSE AG/ 39390.00%0.01%0.01%Q1 2014Q3 202339
PNC FINANCIAL SERVICES GROUP, INC. 39390.00%0.00%0.01%Q1 2014Q3 202339
PRICE T ROWE ASSOCIATES INC /MD/ 39390.00%0.00%0.00%Q1 2014Q3 202339
SYSTEMATIC FINANCIAL MANAGEMENT LP 39390.02%0.59%1.11%Q1 2014Q3 202339
Pensionfund DSM Netherlands 39390.06%0.35%0.96%Q2 2014Q4 202339
MANUFACTURERS LIFE INSURANCE COMPANY, THE 39390.00%0.01%0.02%Q1 2014Q3 202339
FIRST TRUST ADVISORS LP 38380.00%0.00%0.01%Q2 2014Q3 202338
RAYMOND JAMES & ASSOCIATES 38380.00%0.01%0.04%Q2 2014Q3 202338
SECURIAN ASSET MANAGEMENT, INC 38380.01%0.15%0.41%Q2 2014Q3 202338
THRIVENT FINANCIAL FOR LUTHERANS 38380.00%0.02%0.08%Q2 2014Q3 202338
NOMURA ASSET MANAGEMENT CO LTD 38380.00%0.02%0.03%Q2 2014Q3 202338
ROYAL BANK OF CANADA 3610.00%0.00%0.01%Q3 2013Q3 202338
AXA S.A. 38380.00%0.06%0.09%Q2 2014Q3 202338
VOYA INVESTMENT MANAGEMENT LLC 38380.00%0.01%0.05%Q2 2014Q3 202338
State of New Jersey Common Pension Fund D 38380.01%0.03%0.06%Q2 2014Q3 202338
AQR Capital Management 37370.00%0.00%0.02%Q3 2014Q3 202337
SILVERCREST ASSET MANAGEMENT GROUP LLC 37370.01%0.51%0.86%Q3 2014Q3 202337
BNP PARIBAS FINANCIAL MARKETS 3010.00%0.00%0.01%Q4 2013Q3 202337
Legal & General Group Plc 37370.00%0.01%0.01%Q3 2014Q3 202337
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202337
MACQUARIE GROUP LTD 36360.00%0.05%0.12%Q4 2014Q3 202336
Swiss National Bank 36360.00%0.01%0.01%Q4 2014Q3 202336
Tekla Capital Management LLC 36360.09%0.38%0.97%Q3 2014Q2 202336
MAIRS & POWER INC 36360.02%0.11%0.21%Q4 2014Q3 202336
GREAT WEST LIFE ASSURANCE CO /CAN/ 36360.00%0.00%0.01%Q4 2014Q3 202336
ProShare Advisors LLC 3210.00%0.01%0.01%Q1 2014Q3 202336
Zurcher Kantonalbank (Zurich Cantonalbank) 36360.00%0.01%0.02%Q4 2014Q3 202336
VICTORY CAPITAL MANAGEMENT INC 36360.01%0.05%0.12%Q4 2014Q3 202336
Invesco Ltd. 36360.00%0.01%0.05%Q4 2014Q3 202336
HEITMAN REAL ESTATE SECURITIES LLC 2130.66%1.71%2.91%Q2 2014Q3 202336
STATE OF WISCONSIN INVESTMENT BOARD 36360.01%0.04%0.07%Q4 2014Q3 202336
ALLIANCEBERNSTEIN L.P. 36360.00%0.03%0.10%Q4 2014Q3 202336
MCKINLEY CAPITAL MANAGEMENT LLC 36360.02%0.05%0.09%Q4 2014Q3 202336
UBS ASSET MANAGEMENT AMERICAS INC 36360.00%0.01%0.01%Q4 2014Q3 202336
HSBC HOLDINGS PLC 36360.00%0.00%0.00%Q4 2014Q3 202336
Pensionfund Sabic 36360.06%0.17%0.26%Q1 2015Q4 202336
Tower Research Capital LLC (TRC) 1410.00%0.01%0.03%Q3 2013Q3 202335
SG Americas Securities, LLC 3140.00%0.01%0.02%Q4 2014Q3 202335
GUGGENHEIM CAPITAL LLC 3320.00%0.06%0.12%Q4 2014Q3 202335
HighTower Advisors, LLC 2310.00%0.00%0.01%Q2 2014Q3 202335
MILLENNIUM MANAGEMENT LLC 1110.00%0.02%0.14%Q3 2013Q3 202334
DIMENSIONAL FUND ADVISORS LP 34340.00%0.02%0.02%Q2 2015Q3 202334
J.P. Morgan Private Wealth Advisors LLC 23110.00%0.00%0.01%Q3 2014Q3 202334
HUNTINGTON NATIONAL BANK 2720.00%0.00%0.00%Q3 2013Q3 202334
SIT INVESTMENT ASSOCIATES INC 34340.02%0.21%0.70%Q2 2015Q3 202334
PRINCIPAL FINANCIAL GROUP INC 3220.00%0.07%0.21%Q1 2015Q3 202334
NEW YORK STATE COMMON RETIREMENT FUND 34340.00%0.01%0.02%Q2 2015Q3 202334
Raymond James Financial Services Advisors, Inc. 33330.00%0.01%0.04%Q3 2015Q3 202333
SFMG, LLC 33330.25%0.39%0.54%Q3 2015Q3 202333
Cambridge Investment Research Advisors, Inc. 33330.01%0.01%0.03%Q3 2015Q3 202333
JPMORGAN CHASE & CO 32320.00%0.00%0.01%Q4 2015Q3 202332
JANUS HENDERSON GROUP PLC 32320.00%0.03%0.12%Q4 2015Q3 202332
STIFEL FINANCIAL CORP 32320.00%0.01%0.02%Q4 2015Q3 202332
NISA INVESTMENT ADVISORS, LLC 32320.00%0.01%0.02%Q4 2015Q3 202332
WELLINGTON MANAGEMENT GROUP LLP 3110.00%0.01%0.03%Q2 2014Q2 202232
State of Alaska, Department of Revenue 31310.00%0.04%0.12%Q1 2016Q3 202331
ENVESTNET ASSET MANAGEMENT INC 2020.00%0.00%0.01%Q2 2014Q3 202331
IndexIQ Advisors LLC 31310.04%0.09%0.18%Q3 2014Q1 202231
PARAMETRIC PORTFOLIO ASSOCIATES LLC 31310.00%0.00%0.01%Q3 2014Q1 202231
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 31310.00%0.00%0.01%Q1 2016Q3 202331
Baird Financial Group, Inc. 31310.01%0.04%0.08%Q1 2016Q3 202331
TRUST CO OF VERMONT 2410.00%0.00%0.00%Q3 2015Q3 202331
AMALGAMATED BANK 31310.01%0.02%0.02%Q1 2016Q3 202331
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 16150.00%0.01%0.03%Q2 2014Q1 202231
GW&K Investment Management, LLC 30300.26%0.40%0.69%Q2 2016Q3 202330
Neuberger Berman Group LLC 30300.00%0.00%0.05%Q2 2016Q3 202330
Ameritas Investment Partners, Inc. 30300.01%0.04%0.10%Q2 2016Q3 202330
NATIXIS ADVISORS, L.P. 30300.00%0.01%0.03%Q2 2016Q3 202330
BENJAMIN F. EDWARDS & COMPANY, INC. 2550.00%0.00%0.01%Q3 2014Q3 202330
WOLVERINE TRADING, LLC 910.00%0.00%0.00%Q4 2016Q3 202330
FMR LLC 30300.00%0.00%0.00%Q2 2016Q3 202330
SEI INVESTMENTS CO 1710.00%0.01%0.03%Q4 2015Q3 202329
IFP Advisors, Inc 1710.00%0.04%0.23%Q4 2015Q3 202329
AMP Capital Investors Ltd 29290.00%0.01%0.04%Q1 2015Q1 202229
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA 29290.02%0.13%0.31%Q3 2013Q3 202029
REGIONS FINANCIAL CORP 2720.00%0.00%0.00%Q2 2016Q3 202329
WESTPAC BANKING CORP 2320.01%0.11%0.30%Q4 2014Q1 202329
TEACHER RETIREMENT SYSTEM OF TEXAS 16130.00%0.00%0.01%Q4 2014Q3 202329
RMR Advisors LLC 29290.29%1.19%1.66%Q3 2013Q3 202029
NORGES BANK 28280.01%0.01%0.02%Q1 2016Q4 202228
Russell Investments Group, Ltd. 28280.00%0.01%0.05%Q4 2016Q3 202328
DELTA ASSET MANAGEMENT LLC/TN 2440.01%0.01%0.03%Q1 2016Q3 202328
FIFTH THIRD BANCORP 2420.00%0.00%0.01%Q1 2015Q3 202328
Lee Financial Co 28280.00%0.06%0.26%Q4 2016Q3 202328
OPPENHEIMER ASSET MANAGEMENT INC. 27270.01%0.02%0.03%Q1 2017Q3 202327
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 2610.00%0.00%0.00%Q3 2016Q3 202327
PEAK6 Group LLC 820.00%0.00%0.01%Q3 2015Q2 201827
FRANKLIN RESOURCES INC 1890.00%0.00%0.01%Q1 2016Q3 202327
ASSETMARK, INC 27270.00%0.02%0.11%Q2 2016Q4 202227
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 26260.00%0.00%0.01%Q2 2017Q3 202326
Diversified Trust Co 26260.01%0.01%0.01%Q3 2017Q4 202326
PINNACLE ASSOCIATES LTD 26260.00%0.01%0.01%Q2 2017Q3 202326
Allianz Asset Management GmbH 1410.00%0.00%0.01%Q1 2014Q3 202326
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2210.00%0.00%0.00%Q4 2014Q3 202326
PROFUND ADVISORS LLC 1460.01%0.01%0.02%Q3 2016Q3 202326
DUMONT & BLAKE INVESTMENT ADVISORS LLC 25250.13%0.20%0.26%Q3 2017Q3 202325
JANE STREET GROUP, LLC 710.00%0.00%0.01%Q4 2015Q3 202325
OPTIMUM INVESTMENT ADVISORS 2050.01%0.05%0.12%Q2 2016Q4 202325
Global Retirement Partners, LLC 15100.00%0.00%0.00%Q4 2016Q3 202325
Parallel Advisors, LLC 2410.00%0.00%0.00%Q1 2017Q3 202325
AMERICAN CENTURY COMPANIES INC 1710.01%0.02%0.05%Q4 2015Q3 202325
Sapience Investments, LLC 25251.26%1.76%2.37%Q3 2017Q3 202325
Sonora Investment Management, LLC 25250.00%0.03%0.04%Q3 2015Q3 202125
VIRGINIA RETIREMENT SYSTEMS ET AL 1010.00%0.03%0.07%Q4 2014Q4 202225
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 1960.04%0.09%0.14%Q3 2016Q3 202325
Cubist Systematic Strategies, LLC 1610.00%0.02%0.11%Q2 2014Q3 202325
LPL Financial LLC 2110.00%0.00%0.00%Q4 2015Q3 202324
Polaris Capital Management, LLC 24240.03%0.14%0.28%Q1 2015Q4 202024
COHEN & STEERS, INC. 24240.00%0.30%0.74%Q2 2014Q1 202024
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 24240.00%0.00%0.01%Q4 2017Q3 202324
CRAWFORD INVESTMENT COUNSEL INC 24240.03%0.45%0.74%Q4 2017Q3 202324
Front Row Advisors LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
MetLife Investment Management, LLC 24240.02%0.03%0.04%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
HOWE & RUSLING INC 1850.00%0.00%0.00%Q3 2014Q2 202123
TEACHERS ADVISORS, LLC 23230.00%0.01%0.02%Q3 2013Q1 201923
Renaissance Technologies 910.00%0.01%0.02%Q4 2013Q3 202323
People's United Financial, Inc. 23230.01%0.05%0.11%Q3 2016Q1 202223
Rehmann Capital Advisory Group 1580.06%0.14%0.25%Q4 2017Q3 202323
D. E. Shaw & Co., Inc. 930.00%0.00%0.01%Q2 2014Q1 202223
Clean Yield Group 23230.99%2.09%2.92%Q1 2018Q3 202323
Ceredex Value Advisors LLC 23230.16%0.52%0.87%Q1 2018Q3 202323
GLENMEDE TRUST CO NA 1050.00%0.00%0.00%Q3 2013Q3 202023
Quantbot Technologies LP 510.00%0.02%0.10%Q4 2014Q3 202323
TIAA CREF INVESTMENT MANAGEMENT LLC 23230.00%0.01%0.01%Q3 2013Q1 201923
SEGALL BRYANT & HAMILL, LLC 1570.08%0.22%0.37%Q1 2018Q3 202322
ClearBridge Investments 22220.00%0.01%0.02%Q2 2017Q3 202222
American Assets Investment Management, LLC 22220.07%0.12%0.20%Q2 2018Q3 202322
Sippican Capital Advisors 22220.24%0.87%1.68%Q2 2018Q3 202322
KBC Group NV 2020.00%0.01%0.03%Q2 2015Q3 202322
THOMPSON SIEGEL & WALMSLEY LLC 2020.00%0.00%0.00%Q1 2014Q3 201922
SIGNATUREFD, LLC 22220.00%0.00%0.00%Q2 2018Q3 202322
CIM INVESTMENT MANAGEMENT INC 12100.07%0.12%0.21%Q2 2017Q3 202322
OppenheimerFunds, Inc. 22220.00%0.02%0.05%Q3 2013Q4 201822
LADENBURG THALMANN FINANCIAL SERVICES INC. 21210.00%0.00%0.00%Q4 2014Q4 201921
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
abrdn plc 1290.00%0.03%0.09%Q3 2017Q3 202321
QS Investors, LLC 1910.00%0.00%0.03%Q4 2015Q2 202120
Kovitz Investment Group Partners, LLC 20200.04%0.08%0.12%Q4 2018Q3 202320
B. Riley Wealth Management, Inc. 910.00%0.73%2.70%Q1 2014Q2 202220
FEDERATED HERMES, INC. 1730.00%0.04%0.14%Q1 2016Q3 202320
Sheaff Brock Investment Advisors, LLC 20200.04%0.07%0.11%Q4 2018Q3 202320
CWM, LLC 1020.00%0.00%0.01%Q3 2017Q3 202320
Advisors Asset Management, Inc. 1190.00%0.03%0.06%Q1 2015Q3 202320
Lindbrook Capital, LLC 20200.00%0.01%0.02%Q4 2018Q3 202320
Vident Investment Advisory, LLC 1550.01%0.02%0.03%Q1 2018Q2 202320
Employees Retirement System of Texas 1230.00%0.05%0.15%Q3 2014Q3 202320
M&T BANK CORP 1540.00%0.00%0.01%Q1 2016Q3 202319
GSA CAPITAL PARTNERS LLP 610.01%0.05%0.15%Q1 2015Q3 202319
Squarepoint Ops LLC 410.00%0.01%0.07%Q1 2016Q3 202319
Cetera Advisor Networks LLC 19190.00%0.01%0.01%Q1 2019Q3 202319
CARDINAL CAPITAL MANAGEMENT LLC /CT 1360.05%0.41%1.21%Q4 2013Q2 202119
Private Capital Group, LLC 19190.00%0.00%0.01%Q4 2017Q2 202219
Glassman Wealth Services 19190.00%0.00%0.00%Q1 2019Q3 202319
BNP Paribas Asset Management Holding S.A. 19190.00%0.02%0.08%Q1 2016Q3 202019
AdvisorNet Financial, Inc 1360.00%0.00%0.00%Q3 2018Q3 202319
Advisory Services Network, LLC 1310.00%0.00%0.00%Q3 2016Q1 202319
Aperio Group, LLC 18180.00%0.00%0.01%Q3 2016Q4 202018
Uniplan Investment Counsel, Inc. 1620.10%1.00%1.38%Q2 2015Q4 202118
Edge Wealth Management LLC 18180.00%0.00%0.00%Q1 2016Q2 202018
Mariner, LLC 1440.00%0.00%0.00%Q1 2019Q3 202318
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 820.98%1.43%1.97%Q2 2016Q2 202218
COMERICA BANK 18180.00%0.01%0.02%Q3 2018Q4 202218
B. Riley Wealth Advisors, Inc. 1350.01%0.01%0.03%Q1 2018Q3 202318
QUADRANT CAPITAL GROUP LLC 1610.00%0.00%0.02%Q4 2015Q3 202318
Cable Hill Partners, LLC 18180.00%0.00%0.00%Q4 2014Q1 201918
BALYASNY ASSET MANAGEMENT L.P. 1010.00%0.06%0.25%Q1 2016Q2 202218
Jacobi Capital Management LLC 18180.00%0.00%0.00%Q2 2017Q3 202118
KNOTT DAVID M 18180.09%0.27%0.53%Q3 2013Q4 201718
TELEMUS CAPITAL, LLC 1620.02%0.05%0.10%Q1 2016Q1 202118
Atlantic Union Bankshares Corp 18180.03%0.05%0.09%Q2 2019Q3 202318
Neo Ivy Capital Management 1320.00%0.27%0.65%Q4 2018Q3 202318
CANADA PENSION PLAN INVESTMENT BOARD 1410.00%0.01%0.03%Q1 2017Q1 202218
TUDOR INVESTMENT CORP ET AL 610.01%0.03%0.20%Q2 2015Q3 202317
WESTWOOD HOLDINGS GROUP INC 17170.01%0.21%0.42%Q1 2017Q1 202117
DUPONT CAPITAL MANAGEMENT CORP 1210.02%0.03%0.05%Q4 2017Q3 202217
BRIDGEWAY CAPITAL MANAGEMENT, LLC 17170.00%0.07%0.15%Q3 2019Q3 202317
MANNING & NAPIER ADVISORS LLC 17170.01%0.05%0.08%Q3 2013Q3 201717
Capital Analysts, LLC 1610.00%0.00%0.01%Q1 2015Q4 202117
CREDIT AGRICOLE S A 17170.00%0.00%0.01%Q3 2013Q3 201717
BerganKDV Wealth Management, LLC 17170.00%0.00%0.00%Q2 2018Q2 202217
Creative Planning 820.00%0.00%0.00%Q2 2014Q2 202317
Harvest Fund Management Co., Ltd 17170.00%0.01%0.01%Q4 2016Q4 202017
Avior Wealth Management, LLC 1250.00%0.01%0.05%Q4 2017Q3 202317
Belpointe Asset Management LLC 1210.01%0.01%0.02%Q3 2018Q1 202317
HM PAYSON & CO 1340.00%0.00%0.00%Q2 2019Q3 202317
EII CAPITAL MANAGEMENT, INC. 17170.07%0.31%0.54%Q3 2017Q3 202117
WASHINGTON TRUST Co 1510.00%0.00%0.00%Q2 2018Q3 202316
TRUIST FINANCIAL CORP 16160.00%0.00%0.01%Q4 2019Q3 202316
JAMES INVESTMENT RESEARCH INC 970.00%0.02%0.05%Q2 2019Q3 202316
Sound Income Strategies, LLC 1420.00%0.00%0.01%Q2 2018Q3 202316
VAN ECK ASSOCIATES CORP 16160.00%0.00%0.00%Q4 2019Q3 202316
TCI Wealth Advisors, Inc. 1120.00%0.00%0.00%Q2 2018Q1 202316
LORD, ABBETT & CO. LLC 1150.01%0.15%0.29%Q1 2015Q2 202316
HL FINANCIAL SERVICES LLC 1150.01%0.02%0.03%Q4 2013Q1 201916
FORSTA AP-FONDEN 16160.01%0.05%0.09%Q1 2016Q4 201916
STEPHENS INC /AR/ 16160.01%0.02%0.04%Q1 2018Q4 202116
CLOUGH CAPITAL PARTNERS L P 970.02%0.30%1.15%Q1 2016Q4 202116
Nationwide Fund Advisors 1150.00%0.01%0.05%Q3 2013Q3 201716
LeJeune Puetz Investment Counsel LLC 16160.18%0.22%0.28%Q2 2019Q1 202316
ANDERSON HOAGLAND & CO 15150.53%0.85%1.32%Q3 2013Q1 201715
FIRST MERCANTILE TRUST CO 1320.00%0.04%0.09%Q4 2014Q3 202115
Arizona State Retirement System 15150.01%0.01%0.01%Q1 2020Q3 202315
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 15150.03%0.05%0.09%Q1 2020Q3 202315
Oxbow Advisors, LLC 15150.69%1.05%1.60%Q1 2020Q3 202315
TORONTO DOMINION BANK 15150.00%0.00%0.00%Q1 2020Q3 202315
CENTERSQUARE INVESTMENT MANAGEMENT LLC 15150.00%0.04%0.07%Q1 2020Q3 202315
Brookfield Asset Management 510.08%0.39%0.86%Q1 2016Q4 202115
Crow Point Partners, LLC 930.43%0.67%1.20%Q1 2014Q3 201815
Smithfield Trust Co 1410.00%0.00%0.00%Q1 2018Q3 202315
PRUDENTIAL PLC 1010.00%0.02%0.08%Q4 2017Q4 202215
Keebeck Wealth Management, LLC 15150.03%0.12%0.34%Q4 2019Q2 202315
Texas Yale Capital Corp. 15150.03%0.05%0.08%Q1 2020Q3 202315
IMPAX ASSET MANAGEMENT LLC 15150.17%0.50%0.84%Q3 2014Q1 201815
Cipher Capital LP 1010.03%0.11%0.25%Q1 2015Q1 202115
CORBYN INVESTMENT MANAGEMENT INC/MD 15150.10%0.21%0.43%Q1 2020Q3 202315
SHELTON CAPITAL MANAGEMENT 1410.01%0.01%0.02%Q4 2016Q3 202315
LAZARD ASSET MANAGEMENT LLC 810.00%0.00%0.01%Q2 2016Q1 202315
Advisor Group, Inc. 15150.00%0.01%0.02%Q2 2016Q4 201915
Channing Capital Management, LLC 910.33%1.57%2.69%Q3 2019Q3 202315
NJ State Employees Deferred Compensation Plan 15150.03%0.04%0.05%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
TEXAS PERMANENT SCHOOL FUND CORP 14140.02%0.04%0.05%Q2 2020Q3 202314
STATE OF MICHIGAN RETIREMENT SYSTEM 14140.00%0.01%0.01%Q2 2020Q3 202314
BlackRock Investment Management, LLC 14140.00%0.01%0.02%Q3 2013Q4 201614
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 14140.01%0.01%0.02%Q2 2020Q3 202314
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 14140.01%0.01%0.02%Q2 2020Q3 202314
Balentine LLC 510.00%0.00%0.02%Q2 2015Q2 202014
BROWN BROTHERS HARRIMAN & CO 1220.00%0.00%0.00%Q1 2018Q2 202214
HARBOR INVESTMENT ADVISORY, LLC 14140.00%0.01%0.01%Q1 2020Q2 202314
BlackRock Fund Advisors 14140.00%0.01%0.02%Q3 2013Q4 201614
Manning & Napier Group, LLC 1220.02%0.06%0.11%Q4 2017Q3 202314
MARATHON CAPITAL MANAGEMENT 14140.36%0.93%2.08%Q2 2020Q3 202314
Retirement Systems of Alabama 14140.02%0.02%0.02%Q2 2020Q3 202314
AMUNDI ASSET MANAGEMENT US, INC. 14140.00%0.00%0.01%Q4 2017Q1 202114
Inspire Investing, LLC 910.03%0.05%0.10%Q4 2017Q3 202314
Bollard Group LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
XPONANCE, INC. 14140.01%0.01%0.01%Q2 2020Q3 202314
BESSEMER GROUP INC 510.00%0.00%0.00%Q3 2016Q3 202314
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 14140.00%0.01%0.01%Q2 2020Q3 202314
Wealthspire Advisors, L.P. 14140.00%0.00%0.00%Q4 2015Q1 201914
BlackRock Japan Co. Ltd 14140.00%0.00%0.00%Q3 2013Q4 201614
PGGM Investments 14140.24%0.46%0.66%Q3 2016Q4 201914
SYMONS CAPITAL MANAGEMENT INC 14140.09%0.12%0.16%Q1 2018Q2 202114
BlackRock Institutional Trust Company, N.A. 14140.00%0.01%0.02%Q3 2013Q4 201614
SHINE INVESTMENT ADVISORY SERVICES INC 14140.00%0.00%0.01%Q2 2017Q3 202014
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 14140.01%0.01%0.02%Q2 2020Q3 202314
Louisiana State Employees Retirement System 14140.02%0.03%0.05%Q2 2020Q3 202314
Barings Real Estate Advisers LLC 14140.19%1.28%3.29%Q3 2013Q4 201614
Handelsbanken Fonder AB 14140.00%0.00%0.01%Q2 2020Q3 202314
IBEX WEALTH ADVISORS 1310.50%0.65%0.75%Q1 2020Q3 202314
SUNTRUST BANKS INC 14140.00%0.01%0.02%Q2 2016Q3 201914
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 14140.02%0.03%0.04%Q2 2020Q3 202314
Alyeska Investment Group, L.P. 510.00%0.06%0.13%Q2 2014Q1 202314
BLACKROCK ADVISORS LLC 14140.00%0.01%0.03%Q3 2013Q4 201614
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1130.01%0.03%0.04%Q1 2019Q3 202214
FORTALEZA ASSET MANAGEMENT INC/ 14140.10%0.27%0.73%Q3 2014Q4 201714
Valeo Financial Advisors, LLC 14140.01%0.02%0.04%Q2 2020Q3 202314
BRINKER CAPITAL INC 14140.06%0.07%0.08%Q1 2017Q2 202014
Sumitomo Mitsui DS Asset Management Company, Ltd 14140.01%0.01%0.01%Q2 2020Q3 202314
Truvestments Capital LLC 510.01%0.01%0.01%Q3 2018Q3 202213
Redpoint Investment Management Pty Ltd 13130.01%0.02%0.04%Q3 2019Q3 202213
Shinko Asset Management Co., Ltd. 13130.00%0.02%0.22%Q3 2013Q3 201613
WHITE PINE CAPITAL LLC 13130.14%0.30%0.40%Q3 2013Q3 201613
PANAGORA ASSET MANAGEMENT INC 1010.00%0.01%0.02%Q3 2014Q2 202113
Ranger Global Real Estate Advisors, LLC 13130.64%2.38%4.63%Q4 2016Q4 201913
SCHRODER INVESTMENT MANAGEMENT GROUP 920.00%0.00%0.00%Q1 2016Q4 202113
OLD NATIONAL BANCORP /IN/ 13130.01%0.02%0.02%Q1 2018Q1 202113
1492 Capital Management LLC 610.11%0.80%2.23%Q4 2013Q2 202313
C M BIDWELL & ASSOCIATES LTD 1110.00%0.11%0.21%Q3 2018Q4 202213
ASSET MANAGEMENT CORP /IL/ /ADV 1210.10%0.14%0.29%Q4 2019Q1 202313
SANDLER CAPITAL MANAGEMENT 1030.02%0.25%0.78%Q1 2016Q3 201913
AGF Investments LLC 1010.00%0.02%0.13%Q2 2017Q3 202213
MERIDIAN INVESTMENT COUNSEL INC. 13130.12%0.57%0.80%Q3 2020Q3 202313
ARDSLEY ADVISORY PARTNERS LP 13130.59%1.65%2.56%Q3 2013Q3 201613
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 1120.05%0.69%1.18%Q1 2020Q3 202313
Ensign Peak Advisors, Inc 13130.00%0.00%0.00%Q3 2020Q3 202313
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 910.04%0.31%0.73%Q2 2017Q1 202213
Boston Trust Walden Corp 13130.16%0.44%0.74%Q3 2020Q3 202313
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 850.01%0.01%0.01%Q2 2020Q3 202313
Parallax Volatility Advisers, L.P. 420.00%0.00%0.00%Q3 2017Q3 202213
THOMPSON DAVIS & CO., INC. 910.01%0.18%1.55%Q4 2013Q1 202213
PATHSTONE FAMILY OFFICE, LLC 1030.00%0.01%0.02%Q2 2020Q3 202313
SPIRIT OF AMERICA MANAGEMENT CORP/NY 13130.01%0.05%0.07%Q3 2020Q3 202313
American Portfolios Advisors 13130.00%0.00%0.00%Q3 2019Q3 202213
AMG National Trust Bank 930.02%0.04%0.08%Q1 2017Q3 202312
Berman Capital Advisors, LLC 12120.00%0.00%0.00%Q4 2018Q3 202112
BEACON FINANCIAL GROUP 12120.09%0.12%0.15%Q4 2020Q3 202312
Steward Partners Investment Advisory, LLC 12120.00%0.00%0.00%Q2 2019Q1 202212
ISTHMUS PARTNERS, LLC 12120.86%1.34%1.66%Q4 2020Q3 202312
Madison Asset Management, LLC 12120.01%0.01%0.01%Q4 2019Q3 202212
DekaBank Deutsche Girozentrale 12120.00%0.00%0.01%Q4 2020Q3 202312
MACKENZIE FINANCIAL CORP 1110.00%0.00%0.01%Q1 2020Q3 202312
DRIEHAUS CAPITAL MANAGEMENT LLC 610.04%0.13%0.24%Q2 2014Q1 201912
Monarch Partners Asset Management LLC 840.16%0.61%1.52%Q4 2014Q4 202012
PARK AVENUE SECURITIES LLC 12120.00%0.01%0.01%Q4 2020Q3 202312
Rockefeller Capital Management L.P. 1110.00%0.00%0.00%Q1 2019Q3 202312
Granite Point Capital Management, L.P. 930.31%1.09%2.03%Q4 2013Q4 201612
TOCQUEVILLE ASSET MANAGEMENT L.P. 12120.05%0.10%0.15%Q4 2020Q3 202312
LaSalle Street Capital Management, LLC 12120.18%0.32%0.42%Q4 2016Q3 201912
Mirae Asset Global Investments Co., Ltd. 1110.00%0.03%0.05%Q3 2020Q3 202312
Barry Investment Advisors, LLC 12120.13%0.29%0.39%Q4 2020Q3 202312
UNITED SERVICES AUTOMOBILE ASSOCIATION 660.00%0.02%0.04%Q1 2018Q3 202312
Point72 Hong Kong Ltd 510.00%0.03%0.10%Q2 2017Q3 202212
Nicholas Investment Partners, LP 710.02%0.19%0.41%Q3 2014Q3 202012
RUSSELL FRANK CO/ 11110.00%0.01%0.02%Q3 2013Q1 201611
LVZ, Inc. 11110.03%0.04%0.05%Q1 2021Q3 202311
MEEDER ASSET MANAGEMENT INC 11110.00%0.01%0.05%Q1 2020Q3 202211
Epoch Investment Partners, Inc. 430.03%0.07%0.10%Q2 2017Q3 202311
TWO SIGMA INVESTMENTS, LP 310.00%0.01%0.02%Q4 2013Q2 202211
GREENWOOD CAPITAL ASSOCIATES LLC 11110.04%0.07%0.09%Q4 2017Q2 202011
HMS Capital Management, LLC 660.02%0.25%0.88%Q3 2016Q4 201711
CARRET ASSET MANAGEMENT, LLC 11110.06%0.13%0.17%Q1 2021Q3 202311
Center for Financial Planning, Inc. 11110.00%0.00%0.00%Q1 2021Q3 202311
JANICZEK WEALTH MANAGEMENT, LLC 830.00%0.00%0.01%Q3 2020Q3 202311
Private Ocean, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Hexavest Inc. 11110.00%0.00%0.00%Q3 2016Q1 201911
Allworth Financial LP 610.00%0.00%0.00%Q1 2017Q3 202311
COLONY GROUP LLC 1010.00%0.01%0.01%Q4 2019Q4 202211
KENNEDY CAPITAL MANAGEMENT LLC 11110.01%0.23%0.36%Q3 2018Q1 202111
PICTET ASSET MANAGEMENT LTD 11110.00%0.00%0.00%Q4 2018Q2 202111
EXANE DERIVATIVES 11110.00%0.00%0.04%Q4 2019Q2 202211
SIMPLEX TRADING, LLC 510.00%0.00%0.00%Q4 2019Q3 202311
Amundi 10100.00%0.00%0.00%Q2 2021Q3 202310
Penserra Capital Management LLC 910.00%0.01%0.01%Q3 2017Q3 202310
Friedberg Investment Management 550.24%0.33%0.59%Q2 2014Q2 201710
Point72 Asset Management, L.P. 310.00%0.02%0.08%Q1 2016Q3 202310
Antonetti Capital Management LLC 910.03%0.04%0.04%Q2 2010Q3 202310
MERCER GLOBAL ADVISORS INC /ADV 910.00%0.00%0.00%Q1 2021Q3 202310
MARSHALL WACE, LLP 410.00%0.03%0.08%Q4 2018Q3 202310
Pacer Advisors, Inc. 610.00%0.01%0.02%Q3 2020Q3 202310
FULLER & THALER ASSET MANAGEMENT, INC. 730.00%0.40%0.73%Q2 2017Q3 202310
Geneos Wealth Management Inc. 910.00%0.00%0.00%Q3 2018Q4 202110
AE Wealth Management LLC 910.00%0.00%0.01%Q2 2020Q2 202310
Holocene Advisors, LP 910.00%0.01%0.01%Q4 2017Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.01%Q1 2021Q3 202310
EXCHANGE TRADED CONCEPTS, LLC 10100.00%0.01%0.02%Q3 2021Q4 202310
BARINGS LLC 10100.12%0.50%1.33%Q1 2017Q2 201910
Xact Kapitalforvaltning AB 10100.00%0.01%0.02%Q4 2017Q1 202010
Brinker Capital Investments, LLC 10100.03%0.05%0.07%Q3 2020Q4 202210
REAL ESTATE MANAGEMENT SERVICES LLC 730.36%1.94%3.15%Q4 2013Q4 202110
CIBC WORLD MARKETS CORP 10100.00%0.01%0.02%Q4 2020Q1 202310
OBERWEIS ASSET MANAGEMENT INC/ 10100.09%0.22%0.38%Q4 2017Q1 202010
Mitsubishi UFJ Trust & Banking Corp 10100.00%0.01%0.02%Q2 2021Q3 202310
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT 720.16%0.24%0.59%Q3 2013Q3 20169
CHARTWELL INVESTMENT PARTNERS, LLC 990.01%0.07%0.10%Q4 2018Q4 20209
Capital Financial Services, LLC 990.45%0.54%0.64%Q4 2020Q4 20229
ONTARIO TEACHERS PENSION PLAN BOARD 720.00%0.02%0.06%Q2 2021Q3 20239
A.R.T. Advisors, LLC 410.01%0.06%0.17%Q4 2014Q4 20199
V3 Capital Management, L.P. 995.84%9.27%10.66%Q3 2021Q3 20239
AlphaCrest Capital Management LLC 410.01%0.04%0.11%Q2 2019Q3 20229
DALTON GREINER HARTMAN MAHER & CO 990.06%0.09%0.11%Q4 2013Q4 20159
North Star Investment Management Corp. 990.00%0.00%0.00%Q3 2021Q3 20239
MV CAPITAL MANAGEMENT, INC. 990.00%0.00%0.00%Q2 2021Q2 20239
KEYBANK NATIONAL ASSOCIATION/OH 810.00%0.00%0.02%Q2 2017Q3 20239
PERRITT CAPITAL MANAGEMENT INC 990.11%0.87%1.20%Q4 2013Q4 20159
BlackRock Group LTD 990.00%0.01%0.01%Q4 2014Q4 20169
Oakworth Capital, Inc. 990.00%0.00%0.00%Q2 2019Q2 20219
CI INVESTMENTS INC. 990.00%0.00%0.00%Q3 2020Q3 20229
Greenwich Investment Management, Inc. 990.24%0.41%0.55%Q2 2016Q2 20189
Magnetar Financial LLC 410.00%0.02%0.04%Q2 2017Q2 20239
PineBridge Investments, L.P. 990.00%0.00%0.00%Q1 2018Q1 20209
BHR Capital LLC 990.51%1.96%4.26%Q4 2013Q4 20159
Versant Capital Management, Inc 510.00%0.00%0.00%Q4 2019Q4 20239
WADDELL & ASSOCIATES, LLC 630.03%0.05%0.09%Q2 2021Q3 20239
BANK OF NOVA SCOTIA 630.00%0.00%0.02%Q4 2016Q3 20239
Penn Capital Management Company, LLC 990.68%0.81%1.01%Q3 2018Q3 20209
PALISADE CAPITAL MANAGEMENT, LP 990.01%0.04%0.06%Q4 2013Q4 20159
INVESTMENT COUNSELORS OF MARYLAND LLC 990.70%0.94%1.22%Q2 2019Q2 20219
FIL Ltd 990.00%0.03%0.05%Q1 2019Q1 20219
VOLORIDGE INVESTMENT MANAGEMENT, LLC 510.01%0.04%0.07%Q4 2017Q4 20219
Walleye Trading LLC 210.00%0.00%0.01%Q2 2016Q2 20229
Johnson Midwest Financial, LLC 630.01%0.03%0.05%Q2 2021Q3 20239
MML INVESTORS SERVICES, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
MASSMUTUAL TRUST CO FSB/ADV 810.00%0.00%0.00%Q2 2018Q4 20239
SRS Capital Advisors, Inc. 440.01%0.01%0.01%Q2 2021Q2 20238
ZEKE CAPITAL ADVISORS, LLC 440.01%0.02%0.02%Q4 2017Q4 20228
First Eagle Investment Management, LLC 880.00%0.01%0.02%Q4 2021Q3 20238
Schonfeld Strategic Advisors LLC 310.00%0.21%1.12%Q2 2017Q3 20238
Insight Folios Inc 880.14%0.16%0.23%Q3 2021Q2 20238
KRAEMATON INVESTMENT ADVISORS, INC 880.51%0.62%0.74%Q4 2021Q3 20238
Sonora Investment Management Group, LLC 880.02%0.03%0.05%Q4 2021Q3 20238
ExodusPoint Capital Management, LP 710.01%0.03%0.06%Q1 2021Q1 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.02%0.02%0.03%Q4 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Quadrature Capital Ltd 310.01%0.03%0.10%Q1 2016Q2 20228
ClariVest Asset Management LLC 710.00%0.01%0.04%Q1 2019Q2 20218
ROWLAND CARMICHAEL ADVISORS INC /ADV 880.07%0.10%0.12%Q1 2019Q4 20208
Gerstein Fisher 880.19%0.23%0.37%Q4 2014Q3 20168
BLAIR WILLIAM & CO/IL 710.00%0.00%0.00%Q3 2017Q4 20198
Arkadios Wealth Advisors 880.01%0.04%0.08%Q4 2019Q3 20218
PICTET ASSET MANAGEMENT SA 880.00%0.00%0.00%Q3 2021Q2 20238
Bell Investment Advisors, Inc 620.00%0.00%0.00%Q3 2021Q3 20238
Mizuho Trust & Banking Co., Ltd. 880.00%0.00%0.00%Q4 2014Q3 20168
Covestor Ltd 880.00%0.01%0.04%Q4 2021Q3 20238
FRONTIER CAPITAL MANAGEMENT CO LLC 880.02%0.06%0.13%Q1 2017Q4 20188
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q3 2017Q4 20218
SHUFRO ROSE & CO LLC 880.07%0.09%0.11%Q4 2021Q3 20238
Annex Advisory Services, LLC 880.10%0.13%0.16%Q4 2021Q3 20238
PEREGRINE CAPITAL MANAGEMENT LLC 620.16%0.20%0.30%Q1 2019Q1 20238
Tributary Capital Management, LLC 880.10%0.20%0.29%Q1 2016Q4 20178
Cypress Wealth Services, LLC 880.05%0.06%0.08%Q4 2017Q3 20198
Commonwealth Equity Services, Inc 880.00%0.00%0.00%Q4 2015Q3 20178
Mondrian Investment Partners LTD 880.00%0.10%0.15%Q2 2020Q1 20228
Arete Wealth Advisors, LLC 440.02%0.05%0.10%Q3 2017Q3 20238
MANAGED ACCOUNT ADVISORS LLC 880.00%0.00%0.00%Q3 2013Q2 20158
WINTON GROUP Ltd 320.02%0.04%0.08%Q2 2020Q1 20238
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
Alberta Investment Management Corp 710.01%0.06%0.10%Q1 2015Q2 20218
RAINIER INVESTMENT MANAGEMENT LLC 880.39%0.61%1.07%Q1 2016Q4 20178
Samalin Investment Counsel, LLC 880.12%0.15%0.23%Q4 2021Q3 20238
Ninety One SA (PTY) Ltd 620.16%0.55%0.67%Q1 2018Q1 20208
Eidelman Virant Capital 880.08%0.12%0.21%Q3 2014Q2 20168
WealthTrust Axiom LLC 880.07%0.08%0.09%Q4 2021Q3 20238
Verition Fund Management LLC 210.00%0.01%0.04%Q2 2017Q3 20237
FIRST NATIONAL TRUST CO 770.01%0.01%0.01%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.01%0.01%0.02%Q1 2022Q3 20237
EAGLE ASSET MANAGEMENT INC 770.06%0.14%0.23%Q2 2016Q4 20177
Capital Investment Advisory Services, LLC 770.02%0.03%0.05%Q1 2022Q3 20237
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 770.00%0.00%0.00%Q1 2018Q3 20197
Ninety One UK Ltd 610.01%0.01%0.01%Q3 2016Q3 20187
Orion Portfolio Solutions, LLC 510.00%0.03%0.06%Q4 2019Q3 20237
KEANE CAPITAL MANAGEMENT INC 770.02%1.09%1.66%Q4 2013Q2 20157
WASATCH ADVISORS LP 770.01%0.02%0.02%Q3 2013Q1 20157
AEW CAPITAL MANAGEMENT L P 430.02%0.30%0.82%Q3 2020Q3 20237
FOSTER & MOTLEY INC 770.04%0.08%0.10%Q3 2013Q1 20157
Paloma Partners Management Co 310.00%0.01%0.02%Q2 2017Q1 20217
Charter Oak Capital Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
CAPITAL FUND MANAGEMENT S.A. 430.00%0.01%0.03%Q3 2017Q2 20207
Camarda Financial Advisors, LLC 770.09%2.32%4.42%Q2 2018Q4 20197
Meiji Yasuda Asset Management Co Ltd. 770.04%0.05%0.06%Q1 2022Q3 20237
Global Endowment Management, LP 770.02%0.04%0.08%Q1 2022Q3 20237
LDR Capital Management LLC 770.38%0.71%1.04%Q1 2022Q3 20237
UBS OCONNOR LLC 410.01%0.09%0.34%Q2 2017Q3 20217
SJS Investment Consulting Inc. 520.00%0.00%0.00%Q4 2021Q3 20237
Sowell Financial Services LLC 770.00%0.00%0.00%Q3 2019Q1 20217
Intrua Financial, LLC 770.21%0.25%0.30%Q3 2021Q1 20237
Terra Nova Asset Management LLC 770.73%0.94%1.14%Q2 2015Q4 20167
SeaCrest Wealth Management, LLC 610.02%0.04%0.10%Q4 2017Q2 20227
Cetera Investment Advisers 430.00%0.01%0.02%Q4 2021Q3 20237
SeaBridge Investment Advisors LLC 770.00%0.00%0.01%Q1 2017Q3 20187
Chicago Partners Investment Group LLC 770.01%0.02%0.05%Q1 2017Q3 20187
HIGHBRIDGE CAPITAL MANAGEMENT LLC 420.03%0.06%0.10%Q2 2016Q2 20186
Connectus Wealth, LLC 660.01%0.01%0.02%Q2 2022Q3 20236
AFAM CAPITAL, INC. 660.04%0.25%0.35%Q2 2017Q3 20186
Yorktown Management & Research Co Inc 660.04%0.23%0.30%Q3 2013Q4 20146
Operose Advisors LLC 660.03%0.05%0.07%Q2 2022Q3 20236
DARK FOREST CAPITAL MANAGEMENT LP 310.00%0.04%0.12%Q2 2021Q3 20236
Vestcor Inc 310.01%0.04%0.11%Q4 2019Q4 20226
TWO SIGMA ADVISERS, LP 310.00%0.01%0.01%Q4 2013Q2 20206
Archford Capital Strategies, LLC 420.00%0.00%0.00%Q2 2016Q2 20186
Coston, McIsaac & Partners 660.00%0.00%0.00%Q2 2022Q3 20236
MOODY NATIONAL BANK TRUST DIVISION 510.00%0.02%0.03%Q1 2019Q3 20236
HHM Wealth Advisors, LLC 660.00%0.00%0.00%Q1 2020Q2 20216
First Horizon Advisors, Inc. 210.00%0.00%0.00%Q2 2014Q2 20226
WEBSTER BANK, N. A. 660.00%0.00%0.00%Q4 2019Q1 20216
Jefferies Group LLC 310.00%0.00%0.01%Q2 2015Q4 20196
SMITH HAYES Advisers, Inc 660.04%0.04%0.05%Q4 2014Q1 20166
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 660.05%0.06%0.08%Q1 2020Q2 20216
PRELUDE CAPITAL MANAGEMENT, LLC 210.00%0.02%0.07%Q2 2016Q1 20226
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 510.00%0.02%0.04%Q2 2016Q1 20206
THB ASSET MANAGEMENT 660.18%0.37%0.46%Q3 2013Q4 20146
Dynamic Technology Lab Private Ltd 210.02%0.05%0.09%Q2 2018Q3 20236
Harbour Capital Advisors, LLC 660.14%0.19%0.28%Q2 2016Q3 20176
Liberty Mutual Group Asset Management Inc. 660.48%0.54%0.70%Q2 2022Q3 20236
BlueCrest Capital Management Ltd 310.01%0.06%0.16%Q3 2014Q2 20186
Weiss Multi-Strategy Advisers LLC 110.11%0.46%0.95%Q1 2015Q1 20206
AIGEN INVESTMENT MANAGEMENT, LP 210.00%0.12%0.31%Q4 2019Q3 20236
Column Capital Advisors, LLC 420.00%0.03%0.05%Q1 2020Q3 20236
FENIMORE ASSET MANAGEMENT INC 660.18%0.34%0.39%Q3 2013Q4 20146
Financial Architects, Inc 660.00%0.00%0.00%Q1 2019Q2 20206
Harel Insurance Investments & Financial Services Ltd. 660.00%0.00%0.00%Q1 2022Q2 20236
ADVANTAGE INVESTMENT MANAGEMENT, LLC 660.01%0.02%0.02%Q1 2015Q2 20166
GREENLEAF TRUST 660.00%0.01%0.02%Q4 2017Q1 20196
D.A. DAVIDSON & CO. 510.00%0.00%0.01%Q2 2017Q4 20196
Phocas Financial Corp. 660.00%0.02%0.03%Q3 2017Q4 20186
Winslow, Evans & Crocker, Inc. 420.00%0.00%0.01%Q1 2017Q4 20206
Engineers Gate Manager LP 220.01%0.02%0.02%Q4 2019Q3 20236
MSI Financial Services Inc 660.00%0.00%0.01%Q3 2015Q4 20166
First Light Asset Management, LLC 661.27%1.72%2.40%Q3 2015Q4 20166
GREAT LAKES ADVISORS, LLC 660.04%0.06%0.07%Q1 2016Q2 20176
Crossmark Global Holdings, Inc. 660.17%0.19%0.22%Q2 2020Q3 20216
MEITAV INVESTMENT HOUSE LTD 660.01%0.05%0.09%Q4 2019Q1 20216
Atlas Private Wealth Advisors 660.01%0.03%0.07%Q2 2020Q3 20216
Cortina Asset Management, LLC 510.05%0.18%0.27%Q1 2015Q2 20186
PRIVATE TRUST CO NA 660.00%0.00%0.01%Q2 2022Q3 20236
1st Global Advisors, Inc. 550.05%0.06%0.07%Q2 2016Q2 20175
Mesirow Institutional Investment Management, Inc. 551.08%1.35%1.84%Q3 2022Q3 20235
CITIZENS FINANCIAL GROUP INC/RI 550.00%0.00%0.00%Q1 2016Q1 20175
Parkside Financial Bank & Trust 410.00%0.01%0.02%Q2 2016Q3 20235
Ziegler Capital Management, LLC 550.02%0.03%0.04%Q2 2020Q2 20215
JANUS HENDERSON INVESTORS US LLC 410.00%0.01%0.02%Q4 2015Q1 20175
NEXT Financial Group, Inc 550.00%0.00%0.00%Q4 2020Q4 20215
FinTrust Capital Advisors, LLC 550.01%0.02%0.02%Q1 2020Q1 20215
Y-Intercept (Hong Kong) Ltd 210.05%0.07%0.10%Q2 2021Q3 20235
BDO Wealth Advisors, LLC 550.00%0.00%0.00%Q2 2020Q2 20215
Geneva Advisors, LLC 550.36%0.41%0.47%Q2 2016Q2 20175
Gradient Investments LLC 550.00%0.00%0.00%Q4 2017Q4 20185
WESPAC Advisors, LLC 320.61%1.21%2.17%Q4 2014Q3 20205
MACROVIEW INVESTMENT MANAGEMENT LLC 550.05%0.07%0.10%Q4 2018Q4 20195
OPPENHEIMER & CO INC 210.00%0.01%0.02%Q2 2014Q3 20235
Blue Trust, Inc. 410.00%0.00%0.00%Q2 2022Q3 20235
PUTNAM INVESTMENTS LLC 320.00%0.00%0.01%Q2 2017Q2 20205
BAILARD, INC. 210.01%0.01%0.01%Q3 2020Q2 20235
Opus Capital Group, LLC 550.31%0.42%0.60%Q2 2017Q2 20185
M&R CAPITAL MANAGEMENT INC 550.00%0.00%0.00%Q4 2022Q4 20235
BRASADA CAPITAL MANAGEMENT, LP 550.01%0.01%0.04%Q4 2017Q4 20185
Spire Wealth Management 550.00%0.00%0.00%Q3 2022Q3 20235
WEDGE CAPITAL MANAGEMENT L L P/NC 550.01%0.01%0.01%Q1 2014Q1 20155
Manchester Capital Management LLC 320.00%0.00%0.00%Q3 2021Q1 20235
Lake Point Wealth Management 550.00%0.00%0.00%Q2 2021Q2 20225
Coe Capital Management, LLC 550.21%0.24%0.30%Q2 2020Q2 20215
Princeton Alpha Management LP 210.04%0.08%0.19%Q4 2014Q1 20175
HRT FINANCIAL LP 210.00%0.02%0.05%Q4 2020Q2 20235
FARMERS & MERCHANTS INVESTMENTS INC 550.00%0.00%0.00%Q3 2022Q3 20235
HAP Trading, LLC 550.00%0.00%0.00%Q1 2021Q1 20225
CASTLEARK MANAGEMENT LLC 210.12%0.23%0.27%Q3 2013Q2 20175
American Trust 550.01%0.02%0.02%Q4 2021Q4 20225
EMERALD MUTUAL FUND ADVISERS TRUST 550.05%0.07%0.08%Q3 2013Q3 20145
Hudson Bay Capital Management LP 410.04%0.16%0.29%Q2 2017Q3 20195
GROUP ONE TRADING, L.P. 310.00%0.00%0.00%Q3 2014Q2 20195
NumerixS Investment Technologies Inc 210.00%0.01%0.03%Q4 2016Q1 20205
LEVEL FOUR ADVISORY SERVICES, LLC 550.02%0.03%0.04%Q4 2021Q4 20225
Hennion & Walsh Asset Management, Inc. 550.01%0.01%0.01%Q1 2021Q1 20225
NOMURA HOLDINGS INC 210.00%0.06%0.23%Q3 2013Q2 20225
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 550.36%0.51%0.57%Q1 2019Q1 20205
EDMUNDS WHITE PARTNERS LLC 555.21%8.94%12.34%Q3 2013Q3 20145
Newbridge Financial Services Group, Inc. 550.01%0.02%0.05%Q3 2022Q3 20235
NewEdge Advisors, LLC 410.00%0.00%0.00%Q2 2017Q3 20235
CAPTRUST FINANCIAL ADVISORS 550.00%0.00%0.01%Q3 2022Q3 20235
ALLSTATE CORP 550.04%0.05%0.07%Q4 2018Q4 20195
ROMANO BROTHERS AND COMPANY 550.18%0.31%0.42%Q3 2022Q3 20235
Rafferty Asset Management, LLC 410.00%0.01%0.04%Q4 2019Q4 20215
NORDEA INVESTMENT MANAGEMENT AB 410.01%0.01%0.01%Q3 2018Q4 20195
CIBC Private Wealth Group, LLC 550.00%0.02%0.07%Q3 2017Q3 20185
AMERICAN NATIONAL BANK 440.00%0.00%0.00%Q4 2022Q3 20234
Integrated Wealth Management 440.07%0.07%0.08%Q2 2016Q1 20174
JENNISON ASSOCIATES LLC 440.00%0.01%0.02%Q1 2020Q4 20204
CARLSON CAPITAL L P 440.14%0.31%0.40%Q1 2017Q4 20174
Crewe Advisors LLC 310.00%0.00%0.00%Q2 2022Q2 20234
DEERE & CO 220.02%0.03%0.04%Q4 2013Q3 20164
Pendal Group Ltd 310.00%0.00%0.00%Q3 2020Q4 20224
SCHOLTZ & COMPANY, LLC 441.00%2.56%3.13%Q1 2014Q4 20144
CAROLINAS WEALTH CONSULTING LLC 440.00%0.00%0.00%Q4 2021Q3 20224
FARR MILLER & WASHINGTON LLC/DC 440.22%0.23%0.24%Q4 2020Q3 20214
CULLEN/FROST BANKERS, INC. 310.01%0.01%0.01%Q1 2018Q1 20194
B. Riley Financial, Inc. 440.04%0.06%0.08%Q3 2017Q2 20184
Coppell Advisory Solutions LLC 440.06%0.07%0.07%Q4 2022Q3 20234
WHITTIER TRUST CO 440.00%0.00%0.00%Q1 2019Q4 20194
Baillie Gifford 440.00%0.00%0.00%Q4 2022Q3 20234
Marshall Wace North America L.P. 310.00%0.04%0.13%Q2 2017Q1 20204
Man Group plc 110.00%0.00%0.00%Q2 2018Q3 20234
BEACON TRUST CO 440.27%0.29%0.31%Q2 2016Q1 20174
LOEB PARTNERS CORP 440.07%0.09%0.12%Q4 2016Q3 20174
TDAM USA INC. 440.06%0.08%0.09%Q2 2017Q1 20184
Harrison Street Securities, LLC 440.82%1.34%2.06%Q4 2015Q3 20164
1 NORTH WEALTH SERVICES LLC 220.01%0.01%0.01%Q4 2018Q4 20194
Gupta Wealth Management LLC 440.00%0.00%0.00%Q2 2015Q1 20164
JACOBS LEVY EQUITY MANAGEMENT, INC 440.01%0.01%0.02%Q1 2020Q4 20204
Fieldpoint Private Securities, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
MACKAY SHIELDS LLC 310.01%0.01%0.02%Q2 2019Q3 20204
Perkins Investment Management, LLC 440.30%0.31%0.33%Q2 2016Q1 20174
Anchor Investment Management, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
Carlyle Group Inc. 440.08%0.12%0.14%Q2 2020Q1 20214
Quantitative Systematic Strategies LLC 440.17%0.33%0.59%Q1 2017Q4 20174
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Krilogy Financial LLC 310.00%0.00%0.01%Q3 2017Q3 20184
BENJAMIN EDWARDS INC 440.00%0.01%0.02%Q4 2022Q3 20234
Vert Asset Management LLC 440.56%0.62%0.67%Q4 2021Q3 20224
Financial Alternatives, Inc 440.16%0.24%0.30%Q4 2022Q3 20234
BOS Asset Management, LLC 440.09%0.12%0.14%Q4 2022Q3 20234
TWO SIGMA SECURITIES, LLC 110.00%0.08%0.23%Q4 2014Q4 20224
ALPS ADVISORS INC 440.01%0.01%0.01%Q4 2020Q3 20214
WESBANCO BANK INC 440.01%0.02%0.02%Q4 2022Q3 20234
State of Wyoming 210.01%0.02%0.04%Q4 2021Q1 20234
Lenox Wealth Advisors, LLC 310.00%0.00%0.00%Q1 2019Q1 20204
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 440.08%0.15%0.24%Q4 2022Q3 20234
SALEM INVESTMENT COUNSELORS INC 310.00%0.00%0.01%Q3 2017Q1 20234
Holloway Wealth Management, LLC 440.07%0.07%0.08%Q2 2021Q1 20224
Blueshift Asset Management, LLC 220.03%0.06%0.12%Q3 2019Q1 20224
PYA Waltman Capital, LLC 440.04%0.04%0.04%Q4 2021Q3 20224
FIRST COMMUNITY TRUST NA 440.01%0.01%0.02%Q4 2021Q3 20224
AGF MANAGEMENT LTD 440.02%0.02%0.03%Q4 2022Q3 20234
CoreFirst Bank & Trust 440.01%0.01%0.01%Q4 2020Q3 20214
FIRST HORIZON CORP 440.00%0.00%0.00%Q3 2020Q2 20214
PEAK FINANCIAL ADVISORS LLC 440.37%1.14%1.46%Q4 2022Q3 20234
APG Asset Management US Inc. 440.05%0.19%0.37%Q1 2015Q4 20154
MUNDER CAPITAL MANAGEMENT 440.01%0.01%0.01%Q4 2013Q3 20144
EverSource Wealth Advisors, LLC 310.00%0.00%0.00%Q3 2022Q3 20234
FOX RUN MANAGEMENT, L.L.C. 110.10%0.18%0.35%Q3 2017Q1 20224
Sutton Wealth Advisors Inc. 310.00%0.00%0.00%Q4 2021Q4 20224
Better Money Decisions, LLC 310.01%0.01%0.01%Q1 2021Q2 20224
ACADIAN ASSET MANAGEMENT LLC 440.00%0.00%0.00%Q2 2019Q1 20204
Qube Research & Technologies Ltd 210.00%0.02%0.07%Q2 2018Q3 20234
Virtu Financial LLC 210.01%0.02%0.02%Q2 2018Q1 20214
Versor Investments LP 220.01%0.02%0.03%Q2 2022Q3 20234
Barrett Asset Management, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
Destiny Capital Corp/CO 330.15%0.17%0.18%Q4 2022Q2 20233
HBC Financial Services, PLLC 330.00%0.00%0.00%Q4 2019Q2 20203
TURNER INVESTMENTS LLC 330.25%0.36%0.44%Q1 2016Q3 20163
FIRST HAWAIIAN BANK 330.00%0.00%0.00%Q3 2018Q1 20193
FORA Capital, LLC 210.02%0.03%0.03%Q4 2019Q1 20233
Quad-Cities Investment Group, LLC 330.02%0.02%0.02%Q2 2018Q4 20183
Legato Capital Management LLC 330.24%0.31%0.41%Q1 2023Q3 20233
Teamwork Financial Advisors, LLC 330.03%0.07%0.09%Q1 2022Q3 20223
Sandy Spring Bank 330.00%0.00%0.00%Q1 2023Q3 20233
SIGNET FINANCIAL MANAGEMENT, LLC 210.00%0.00%0.01%Q2 2018Q4 20213
CONNABLE OFFICE INC 330.02%0.02%0.02%Q1 2023Q3 20233
GraniteShares Advisors LLC 331.15%1.21%1.28%Q1 2023Q3 20233
Integrated Advisors Network LLC 330.01%0.02%0.02%Q1 2021Q3 20213
NATIXIS 210.00%0.01%0.01%Q2 2020Q3 20223
UBS AG 210.00%0.00%0.00%Q3 2013Q3 20143
Brookfield Public Securities Group LLC 331.05%1.23%1.39%Q3 2019Q1 20203
Family Legacy, Inc. 330.01%0.01%0.01%Q2 2018Q4 20183
Ellevest, Inc. 330.00%0.00%0.00%Q1 2020Q3 20203
CLINTON GROUP INC 330.03%0.04%0.04%Q2 2015Q4 20153
ArrowMark Colorado Holdings LLC 330.08%0.09%0.09%Q1 2020Q3 20203
Norinchukin Bank, The 330.00%0.00%0.00%Q1 2023Q3 20233
Daiwa SB Investments Ltd. 330.00%0.00%0.00%Q2 2018Q4 20183
DEAN INVESTMENT ASSOCIATES, LLC 330.67%0.82%0.96%Q1 2023Q3 20233
KANALY TRUST CO 330.00%0.00%0.00%Q2 2016Q4 20163
MGO ONE SEVEN LLC 210.01%0.01%0.02%Q4 2017Q4 20183
Hightower 6M Holding, LLC 330.02%0.02%0.02%Q1 2022Q3 20223
Investors Research Corp 330.00%0.00%0.00%Q1 2023Q3 20233
Raleigh Capital Management Inc. 330.00%0.00%0.00%Q1 2022Q3 20223
Wealthcare Advisory Partners LLC 210.00%0.00%0.00%Q4 2019Q1 20213
Legacy Capital Group California, Inc. 330.10%0.12%0.14%Q1 2023Q3 20233
GAM Holding AG 330.00%0.00%0.00%Q4 2016Q2 20173
Chicago Capital, LLC 330.01%0.01%0.01%Q2 2018Q4 20183
RAMSEY QUANTITATIVE SYSTEMS 330.34%0.36%0.37%Q2 2018Q4 20183
NN Investment Partners Holdings N.V. 330.00%0.00%0.00%Q3 2020Q1 20213
Artemis Wealth Advisors, LLC 330.00%0.00%0.00%Q2 2022Q4 20223
Capital Advisors, Ltd. LLC 210.00%0.00%0.00%Q1 2022Q4 20223
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Intrinsic Edge Capital Management LLC 330.27%0.29%0.30%Q1 2021Q3 20213
NexWave Capital Partners LLC 211.38%2.19%3.25%Q3 2020Q4 20213
EVOKE WEALTH, LLC 330.00%0.00%0.00%Q3 2019Q1 20203
Invictus RG 330.01%0.17%0.30%Q2 2016Q4 20163
Philadelphia Financial Management of San Francisco, LLC 331.74%3.01%3.95%Q2 2014Q4 20143
CITY HOLDING CO 330.00%0.00%0.00%Q4 2015Q2 20163
Spot Trading L.L.C 110.00%0.01%0.01%Q1 2016Q3 20163
Key FInancial Inc 330.00%0.00%0.00%Q1 2023Q3 20233
TECTONIC ADVISORS LLC 330.29%0.31%0.33%Q1 2023Q3 20233
HBK INVESTMENTS L P 110.00%0.01%0.02%Q1 2015Q2 20173
RVB CAPITAL MANAGEMENT LLC 110.48%4.11%6.72%Q4 2017Q1 20203
HONEYWELL INTERNATIONAL INC 330.04%0.06%0.07%Q2 2016Q4 20163
SYNOVUS FINANCIAL CORP 210.00%0.00%0.01%Q1 2018Q1 20203
ASSOCIATED BANC-CORP 330.00%0.00%0.00%Q2 2020Q4 20203
Costello Asset Management, INC 330.03%0.03%0.03%Q2 2020Q4 20203
HARBOR CAPITAL ADVISORS, INC. 330.37%0.38%0.38%Q2 2023Q4 20233
PINNACLE FINANCIAL PARTNERS INC 210.00%0.03%0.05%Q2 2016Q3 20223
PEAR TREE ADVISORS INC 330.81%0.90%1.02%Q4 2015Q2 20163
FourThought Financial, LLC 330.00%0.00%0.01%Q1 2022Q3 20223
INSIGNEO ADVISORY SERVICES, LLC 330.03%0.04%0.06%Q1 2023Q3 20233
MOODY ALDRICH PARTNERS LLC 330.76%0.81%0.91%Q2 2017Q4 20173
Lee Financial Group Hawaii, Inc. 330.22%0.36%0.45%Q1 2023Q3 20233
Dean Capital Management 331.22%2.30%2.97%Q1 2023Q3 20233
Community Capital Management, LLC 330.26%0.29%0.31%Q4 2018Q2 20193
GENESEE VALLEY TRUST CO 330.09%0.09%0.09%Q1 2014Q3 20143
Cresset Asset Management, LLC 210.00%0.00%0.00%Q4 2018Q2 20233
LOS ANGELES CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2014Q1 20203
State of Tennessee, Treasury Department 110.01%0.01%0.01%Q1 2016Q1 20223
Pearl River Capital, LLC 110.08%0.13%0.21%Q2 2019Q1 20213
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q2 2019Q3 20223
FineMark National Bank & Trust 330.01%0.01%0.01%Q2 2016Q4 20163
ROTHSCHILD INVESTMENT LLC /IL 330.02%0.03%0.03%Q4 2019Q2 20203
Snowden Capital Advisors LLC 210.00%0.00%0.00%Q3 2019Q4 20213
MASON STREET ADVISORS, LLC 330.03%0.04%0.04%Q2 2020Q4 20203
Cerity Partners LLC 330.00%0.00%0.00%Q4 2022Q2 20233
WFG Advisors, LP 330.00%0.00%0.00%Q4 2016Q2 20173
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 330.00%0.06%0.09%Q2 2021Q4 20213
First Allied Advisory Services, Inc. 210.01%0.02%0.03%Q1 2014Q1 20193
Roble, Belko & Company, Inc 330.00%0.00%0.00%Q2 2019Q4 20193
WEDBUSH SECURITIES INC 210.01%0.01%0.01%Q3 2021Q1 20233
Paragon Capital Management Ltd 330.11%0.20%0.25%Q1 2018Q3 20183
Bellwether Investment Group, LLC 210.04%0.12%0.27%Q2 2016Q1 20173
Stratos Wealth Partners, LTD. 210.00%0.00%0.01%Q4 2017Q3 20183
tru Independence LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Gyon Technologies Capital Management, LP 330.07%0.14%0.23%Q4 2020Q2 20213
WELD CAPITAL MANAGEMENT LLC 210.11%0.12%0.14%Q2 2020Q1 20213
Cornerstone Planning Group LLC 110.00%0.00%0.00%Q4 2022Q2 20232
Legacy Financial Advisors, Inc. 220.00%0.00%0.00%Q3 2018Q4 20182
Atom Investors LP 110.02%0.48%0.95%Q1 2019Q3 20222
HANSEATIC MANAGEMENT SERVICES INC 220.15%0.15%0.15%Q1 2019Q2 20192
Matarin Capital Management, LLC 220.14%0.14%0.15%Q1 2020Q2 20202
Milestone Investment Advisors LLC 110.00%0.00%0.00%Q1 2023Q3 20232
Fortitude Advisory Group L.L.C. 220.00%0.00%0.00%Q4 2021Q1 20222
MENTA CAPITAL LLC 110.08%0.10%0.13%Q3 2016Q2 20172
Cambria Investment Management, L.P. 220.02%0.02%0.02%Q2 2023Q3 20232
ARCADIA INVESTMENT MANAGEMENT CORP/MI 220.01%0.01%0.01%Q3 2017Q4 20172
Bruderman Asset Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
WADDELL & REED FINANCIAL INC 220.02%0.02%0.02%Q1 2019Q2 20192
Nachman Norwood & Parrott, Inc 110.00%0.01%0.02%Q3 2020Q2 20212
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Venator Capital Management Ltd. 229.12%9.30%9.47%Q4 2014Q1 20152
Richard Bernstein Advisors LLC 220.34%0.36%0.37%Q1 2016Q2 20162
Shay Capital LLC 110.06%0.10%0.15%Q3 2021Q1 20222
DoubleLine ETF Adviser LP 220.07%0.07%0.08%Q4 2022Q1 20232
Sanford Advisory Services, LLC 220.04%0.06%0.07%Q2 2022Q3 20222
CORNERCAP INVESTMENT COUNSEL INC 110.05%0.08%0.11%Q3 2020Q2 20212
GENERAL MOTORS INVESTMENT MANAGEMENT CORP 220.02%0.02%0.03%Q4 2014Q1 20152
Emerald Acquisition Ltd. 220.01%0.01%0.01%Q2 2016Q3 20162
Corient Private Wealth LLC 110.00%0.00%0.00%Q1 2023Q3 20232
AVANTAX ADVISORY SERVICES, INC. 220.00%0.00%0.00%Q2 2023Q3 20232
Veritable, L.P. 110.00%0.01%0.01%Q2 2017Q1 20182
DUALITY ADVISERS, LP 110.02%0.02%0.02%Q1 2021Q3 20212
Allred Capital Management, LLC 110.01%0.01%0.02%Q4 2019Q1 20212
Caption Management, LLC 220.03%0.03%0.04%Q4 2021Q1 20222
Vanguard Personalized Indexing Management, LLC 220.01%0.01%0.02%Q1 2023Q2 20232
Clearstead Advisors, LLC 110.00%0.00%0.00%Q2 2021Q3 20232
Monashee Investment Management LLC 221.00%1.78%2.55%Q1 2017Q2 20172
Edgestream Partners, L.P. 220.06%0.06%0.07%Q4 2022Q1 20232
INCEPTIONR LLC 110.12%0.12%0.13%Q4 2022Q2 20232
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.03%0.03%0.04%Q2 2022Q3 20222
Verdence Capital Advisors LLC 110.03%0.04%0.04%Q3 2020Q1 20212
McClarren Financial Advisors, Inc. 220.00%0.00%0.00%Q4 2022Q1 20232
Nuveen Fund Advisors, LLC 220.03%0.03%0.04%Q3 2016Q4 20162
Proficio Capital Partners LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Coppell Advisory Solutions Corp. 220.07%0.07%0.07%Q4 2022Q1 20232
UniSuper Management Pty Ltd 220.01%0.01%0.01%Q2 2023Q3 20232
Connor, Clark & Lunn Investment Management Ltd. 110.00%0.01%0.02%Q1 2020Q2 20222
ARS Wealth Advisors Group, LLC 220.03%0.03%0.03%Q2 2022Q3 20222
CAPITAL GROWTH MANAGEMENT LP 220.13%0.18%0.22%Q3 2018Q4 20182
USA FINANCIAL FORMULAS 220.03%0.03%0.03%Q1 2019Q2 20192
LEVEL FOUR FINANCIAL, LLC 220.20%0.20%0.21%Q2 2021Q3 20212
AMERICAFIRST CAPITAL MANAGEMENT, LLC 110.07%0.26%0.45%Q3 2015Q2 20162
Alera Investment Advisors, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
MQS Management LLC 220.16%0.24%0.32%Q2 2023Q3 20232
LMR Partners LLP 110.04%0.07%0.10%Q3 2014Q1 20172
Private Advisor Group, LLC 110.00%0.00%0.00%Q2 2020Q2 20212
REGENTATLANTIC CAPITAL LLC 220.01%0.01%0.01%Q2 2021Q3 20212
Castle Ridge Investment Management LP 112.88%3.39%3.91%Q2 2016Q2 20172
MYCIO WEALTH PARTNERS, LLC 220.00%0.00%0.00%Q1 2016Q2 20162
JUPITER ASSET MANAGEMENT LTD 220.05%0.06%0.06%Q3 2020Q4 20202
Advisory Alpha, LLC 220.00%0.00%0.00%Q3 2019Q4 20192
Laurion Capital Management LP 220.00%0.00%0.00%Q3 2017Q4 20172
TOMS Capital Investment Management LP 221.45%1.76%2.08%Q4 2021Q1 20222
Perpetual Ltd 220.01%0.01%0.01%Q1 2023Q2 20232
Lisanti Capital Growth, LLC 220.49%0.75%1.02%Q2 2016Q3 20162
Bayesian Capital Management, LP 110.04%0.05%0.05%Q1 2022Q4 20222
FIRST QUADRANT LLC/CA 220.00%0.00%0.00%Q3 2018Q4 20182
ETRADE Capital Management LLC 220.01%0.01%0.01%Q1 2017Q2 20172
EverPoint Asset Management, LLC 220.14%0.22%0.31%Q1 2016Q2 20162
CLEAR STREET MARKETS LLC 220.00%0.01%0.01%Q3 2022Q4 20222
Essex Savings Bank 220.00%0.00%0.00%Q1 2019Q2 20192
American Assets Capital Advisers, LLC 220.10%0.11%0.12%Q2 2020Q3 20202
RWA WEALTH PARTNERS, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
TFS CAPITAL LLC 110.02%0.05%0.08%Q1 2014Q1 20152
Bank Pictet & Cie (Europe) AG 220.01%0.02%0.02%Q2 2023Q3 20232
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 110.00%0.04%0.08%Q4 2014Q3 20152
LIBERTY ONE INVESTMENT MANAGEMENT, LLC 220.04%0.05%0.05%Q4 2019Q1 20202
6 Meridian 220.02%0.02%0.02%Q3 2021Q4 20212
Sargent Bickham Lagudis LLC 110.00%0.00%0.00%Q3 2017Q4 20192
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
AGF INVESTMENTS INC. 220.00%0.00%0.00%Q2 2022Q3 20222
CERTUITY, LLC 220.06%0.06%0.07%Q1 2021Q2 20212
PDT Partners, LLC 110.01%0.01%0.02%Q2 2014Q2 20152
Worth Asset Management, LLC 220.04%0.05%0.07%Q1 2022Q2 20222
Avalon Investment & Advisory 220.03%0.03%0.04%Q2 2017Q3 20172
Campbell & CO Investment Adviser LLC 110.09%0.12%0.14%Q3 2020Q2 20212
MONETA GROUP INVESTMENT ADVISORS LLC 220.00%0.00%0.00%Q1 2018Q2 20182
GRS Advisors, LLC 111.99%3.58%5.18%Q1 2020Q3 20222
Capital Square, LLC 220.22%0.22%0.22%Q2 2020Q3 20202
WealthShield Partners, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
JEPPSON WEALTH MANAGEMENT, LLC 220.08%0.08%0.09%Q2 2023Q3 20232
CSat Investment Advisory, L.P. 220.00%0.00%0.00%Q2 2020Q3 20202
Clal Insurance Enterprises Holdings Ltd 110.00%0.00%0.00%Q1 2021Q1 20211
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 110.01%0.01%0.01%Q4 2021Q4 20211
Pictet Asset Management Holding SA 110.00%0.00%0.00%Q3 2023Q3 20231
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC 111.05%1.05%1.05%Q2 2016Q2 20161
Baker Avenue Asset Management, LP 110.00%0.00%0.00%Q3 2023Q3 20231
RAYMOND JAMES TRUST N.A. 110.03%0.03%0.03%Q2 2017Q2 20171
Hillsdale Investment Management Inc. 110.02%0.02%0.02%Q3 2017Q3 20171
Crosspoint Capital Strategies, LLC 110.00%0.00%0.00%Q1 2014Q1 20141
Halpern Financial, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
West Tower Group, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Equita Financial Network, Inc. 110.86%0.86%0.86%Q3 2023Q3 20231
Gryphon Financial Partners LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
STONERIDGE INVESTMENT PARTNERS LLC 110.13%0.13%0.13%Q1 2017Q1 20171
Legacy Advisors, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
NS Advisors, LLC 111.36%1.36%1.36%Q3 2013Q3 20131
KRV Capital LP 111.78%1.78%1.78%Q2 2017Q2 20171
State of New Jersey Common Pension Fund E 110.23%0.23%0.23%Q1 2014Q1 20141
Pekin Hardy Strauss, Inc. 110.13%0.13%0.13%Q4 2014Q4 20141
ALGERT GLOBAL LLC 110.32%0.32%0.32%Q3 2020Q3 20201
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q2 2022Q2 20221
Oak Thistle LLC 110.05%0.05%0.05%Q3 2023Q3 20231
EMERALD ADVISERS, LLC 110.06%0.06%0.06%Q3 2013Q3 20131
USCA RIA LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Naviter Wealth, LLC 110.11%0.11%0.11%Q4 2021Q4 20211
Avion Wealth 110.00%0.00%0.00%Q3 2023Q3 20231
Lloyd Park, LLC 110.76%0.76%0.76%Q3 2022Q3 20221
Waterfront Capital Partners, LLC 111.42%1.42%1.42%Q3 2016Q3 20161
COMERICA SECURITIES,INC. 110.00%0.00%0.00%Q4 2022Q4 20221
Westside Investment Management, Inc. 110.01%0.01%0.01%Q1 2018Q1 20181
Leucadia National 110.01%0.01%0.01%Q2 2023Q2 20231
Virtus Fund Advisers, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
Interchange Capital Partners, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Red Tortoise LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Soros Fund Management 110.05%0.05%0.05%Q2 2017Q2 20171
Cornerstone Investment Partners, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
CAPITAL GUARDIAN TRUST CO 110.00%0.00%0.00%Q3 2018Q3 20181
WESLEY CAPITAL MANAGEMENT, LLC 111.05%1.05%1.05%Q2 2016Q2 20161
OKABENA INVESTMENT SERVICES INC 110.04%0.04%0.04%Q3 2022Q3 20221
Daiwa Capital Markets America Inc. 110.00%0.00%0.00%Q4 2013Q4 20131
Cordant, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Financial Management Professionals, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
JOHNSON INVESTMENT COUNSEL INC 110.01%0.01%0.01%Q1 2020Q1 20201
Quantamental Technologies LLC 110.04%0.04%0.04%Q4 2018Q4 20181
TRUEWEALTH LLC 110.00%0.00%0.00%Q4 2017Q4 20171
FRED ALGER MANAGEMENT, LLC 110.03%0.03%0.03%Q1 2015Q1 20151
Bridgefront Capital, LLC 110.11%0.11%0.11%Q1 2021Q1 20211
Graham Capital Management, L.P. 110.01%0.01%0.01%Q1 2023Q1 20231
Nine Chapters Capital Management LLC 110.11%0.11%0.11%Q2 2015Q2 20151
Financial Gravity Asset Management, Inc. 110.00%0.00%0.00%Q3 2018Q3 20181
Price Capital Management, Inc. 110.36%0.36%0.36%Q2 2018Q2 20181
BOKF, NA 110.00%0.00%0.00%Q1 2022Q1 20221
APG Asset Management N.V. 110.00%0.00%0.00%Q1 2020Q1 20201
Castle Hook Partners LP 110.11%0.11%0.11%Q2 2017Q2 20171
Perigon Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Paulson Wealth Management Inc. 110.04%0.04%0.04%Q4 2017Q4 20171
LS Investment Advisors, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Patriot Financial Group Insurance Agency, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 110.00%0.00%0.00%Q4 2022Q4 20221
Diversified, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q2 2019Q2 20191
DESTINY CAPITAL SECURITIES CORPORATION 110.14%0.14%0.14%Q3 2023Q3 20231
Quent Capital, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Koshinski Asset Management, Inc. 110.01%0.01%0.01%Q3 2021Q3 20211
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.15%0.15%0.15%Q3 2023Q3 20231
TCG Advisors, LP 110.00%0.00%0.00%Q2 2019Q2 20191
ORG Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231
FCA CORP /TX 110.05%0.05%0.05%Q3 2020Q3 20201
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 111.46%1.46%1.46%Q3 2023Q3 20231
Altus Wealth Group LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Capital Bank & Trust Co 110.00%0.00%0.00%Q3 2018Q3 20181
PIEDMONT INVESTMENT ADVISORS INC 110.00%0.00%0.00%Q2 2018Q2 20181
BB&T INVESTMENT SERVICES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
M&G INVESTMENT MANAGEMENT LTD 110.00%0.00%0.00%Q3 2023Q3 20231
KeyPoint Capital Management, LLC 111.55%1.55%1.55%Q3 2015Q3 20151
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
Inspire Advisors, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
Checchi Capital Advisers, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
FLAGSHIP HARBOR ADVISORS, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
TimeScale Financial, Inc. 110.01%0.01%0.01%Q2 2020Q2 20201
Tower View Wealth Management LLC 110.01%0.01%0.01%Q3 2021Q3 20211
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
PACES FERRY WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Corton Capital Inc. 110.11%0.11%0.11%Q1 2023Q1 20231
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
COHEN & STEERS CAPITAL MANAGEMENT INC 110.21%0.21%0.21%Q1 2015Q1 20151
Weiss Asset Management LP 110.01%0.01%0.01%Q2 2023Q2 20231
Carnick & Kubik, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
PIERSHALE FINANCIAL GROUP, INC. 110.01%0.01%0.01%Q2 2014Q2 20141
Amalgamated Financial Corp. 110.02%0.02%0.02%Q1 2022Q1 20221
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Skandinaviska Enskilda Banken AB (publ) 110.00%0.00%0.00%Q2 2020Q2 20201
Ancora Advisors LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Schechter Investment Advisors, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
S.E.E.D. Planning Group LLC 110.09%0.09%0.09%Q4 2021Q4 20211
TOMPKINS FINANCIAL CORP 110.00%0.00%0.00%Q4 2020Q4 20201
Jane Street Holding, LLC 110.00%0.00%0.00%Q3 2013Q3 20131
Royal Fund Management, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
EVERGREEN CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q3 2023Q3 20231
LEVIN CAPITAL STRATEGIES, L.P. 110.03%0.03%0.03%Q4 2021Q4 20211
Total Clarity Wealth Management, Inc. 110.01%0.01%0.01%Q3 2021Q3 20211
Curi Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
I.G. INVESTMENT MANAGEMENT, LTD. 110.00%0.00%0.00%Q4 2014Q4 20141
CARDEROCK CAPITAL MANAGEMENT INC 110.02%0.02%0.02%Q1 2023Q1 20231
Filbrandt Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Zurich Insurance Group Ltd/FI 110.15%0.15%0.15%Q3 2019Q3 20191
Capula Management Ltd 110.01%0.01%0.01%Q4 2022Q4 20221
Stratos Wealth Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Prestige Wealth Management Group LLC 110.00%0.00%0.00%Q4 2022Q4 20221
EHP Funds Inc. 110.03%0.03%0.03%Q3 2022Q3 20221
Blankinship & Foster, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Focused Wealth Management, Inc 110.00%0.00%0.00%Q2 2020Q2 20201
AJO, LP 110.01%0.01%0.01%Q3 2020Q3 20201
CHICAGO EQUITY PARTNERS LLC 110.12%0.12%0.12%Q1 2020Q1 20201
Rain Capital Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
STEVENS CAPITAL MANAGEMENT LP 110.07%0.07%0.07%Q1 2022Q1 20221
FDx Advisors, Inc. 110.02%0.02%0.02%Q1 2018Q1 20181
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
First Trust Direct Indexing L.P. 110.00%0.00%0.00%Q4 2020Q4 20201
Karp Capital Management Corp 110.00%0.00%0.00%Q1 2017Q1 20171
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Fortis Capital Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 110.02%0.02%0.02%Q4 2021Q4 20211
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.03%0.03%0.03%Q2 2017Q2 20171
Wagner Wealth Management, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Omega Advisors Inc. 110.25%0.25%0.25%Q2 2017Q2 20171
Elite Wealth Management, Inc. 110.01%0.01%0.01%Q3 2016Q3 20161
Venture Visionary Partners LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Tradewinds Capital Management, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Forward Management, LLC 110.07%0.07%0.07%Q1 2021Q1 20211
Urban Wealth Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
ABERDEEN ASSET MANAGEMENT PLC/UK 110.08%0.08%0.08%Q2 2017Q2 20171
ENTERPRISE FINANCIAL SERVICES CORP 110.00%0.00%0.00%Q2 2015Q2 20151
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Robbins Farley 110.02%0.02%0.02%Q4 2020Q4 20201
Teza Capital Management LLC 110.12%0.12%0.12%Q4 2020Q4 20201
XTX Topco Ltd 110.18%0.18%0.18%Q4 2021Q4 20211
Pine River Capital Management L.P. 110.05%0.05%0.05%Q2 2017Q2 20171
abrdn Investment Management Ltd 110.03%0.03%0.03%Q2 2017Q2 20171
BEACON INVESTMENT ADVISORY SERVICES, INC. 110.03%0.03%0.03%Q3 2017Q3 20171
Visium Asset Management, LP 110.01%0.01%0.01%Q3 2015Q3 20151
GLOBEFLEX CAPITAL L P 110.00%0.00%0.00%Q2 2016Q2 20161
Lebenthal Asset Management, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
WHITENER CAPITAL MANAGEMENT, INC. 110.06%0.06%0.06%Q2 2023Q2 20231
TRUE Private Wealth Advisors 110.00%0.00%0.00%Q4 2020Q4 20201
Gillson Capital LP 110.59%0.59%0.59%Q2 2017Q2 20171
KEMPER Corp 112.56%2.56%2.56%Q4 2014Q4 20141
FENIMORE ASSET MANAGEMENT TRUST 110.18%0.18%0.18%Q3 2013Q3 20131
BRANT POINT INVESTMENT MANAGEMENT LLC 110.24%0.24%0.24%Q2 2016Q2 20161
HENNESSY ADVISORS INC 110.02%0.02%0.02%Q1 2018Q1 20181
FFT WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Vident Advisory, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
OMERS ADMINISTRATION Corp 110.01%0.01%0.01%Q2 2017Q2 20171
CHIRON CAPITAL MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
KCS Wealth Advisory 110.00%0.00%0.00%Q3 2019Q3 20191
Johnson Financial Group, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
JACKSON SQUARE CAPITAL, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Numeric Investors LLC 110.01%0.01%0.01%Q1 2014Q1 20141
Mascoma Wealth Management LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Arden Trust Co 110.01%0.01%0.01%Q1 2020Q1 20201
Virtu KCG Holdings LLC 110.01%0.01%0.01%Q2 2016Q2 20161
MERITAGE PORTFOLIO MANAGEMENT 110.02%0.02%0.02%Q1 2023Q1 20231
Summit Global Investments 110.08%0.08%0.08%Q1 2020Q1 20201
Stone Ridge Asset Management LLC 110.06%0.06%0.06%Q2 2019Q2 20191
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
OXFORD ASSET MANAGEMENT LLP 110.04%0.04%0.04%Q4 2019Q4 20191
Atria Investments, Inc 110.01%0.01%0.01%Q1 2020Q1 20201
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Absolute Return Capital, LLC 110.01%0.01%0.01%Q1 2014Q1 20141
Invictus RG Pte. Ltd. 110.24%0.24%0.24%Q2 2015Q2 20151
Rossmore Private Capital 110.03%0.03%0.03%Q4 2017Q4 20171
KAYNE ANDERSON CAPITAL ADVISORS LP 110.00%0.00%0.00%Q2 2017Q2 20171
Convergence Investment Partners, LLC 110.17%0.17%0.17%Q1 2019Q1 20191
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Catalyst Capital Advisors LLC 110.04%0.04%0.04%Q2 2015Q2 20151
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
AEGON ASSET MANAGEMENT UK PLC 110.06%0.06%0.06%Q2 2016Q2 20161
Verity Asset Management, Inc. 111.06%1.06%1.06%Q3 2023Q3 20231
Summit Trail Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Covington Capital Management 110.00%0.00%0.00%Q4 2017Q4 20171
GIRARD PARTNERS LTD. 110.01%0.01%0.01%Q3 2018Q3 20181
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
External links

This page lists all the filers that currently own PHYSICIANS RLTY TR or have owned PHYSICIANS RLTY TR in the past.