PIPER JAFFRAY COS shareholder history

Current and past PIPER JAFFRAY COS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 3390.00%0.00%0.00%Q3 2013Q2 202491
Citadel Advisors 3110.00%0.00%0.00%Q2 2013Q2 202481
GOLDMAN SACHS GROUP INC 4540.00%0.00%0.01%Q1 2012Q2 202449
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 46460.00%0.00%0.01%Q1 2013Q2 202446
HUNTINGTON NATIONAL BANK 2110.00%0.00%0.00%Q1 2009Q2 202446
BARCLAYS PLC 45450.00%0.00%0.01%Q2 2013Q2 202446
TEXAS PERMANENT SCHOOL FUND CORP 46460.01%0.01%0.04%Q1 2013Q2 202446
NORGES BANK 4210.00%0.00%0.01%Q2 2012Q2 202446
Bank of New York Mellon Corp 45450.00%0.01%0.01%Q2 2013Q2 202445
BANK OF MONTREAL /CAN/ 45450.00%0.00%0.00%Q2 2013Q2 202445
PRINCIPAL FINANCIAL GROUP INC 45450.01%0.02%0.04%Q2 2013Q2 202445
SYSTEMATIC FINANCIAL MANAGEMENT LP 45450.04%0.57%1.33%Q2 2013Q2 202445
Swiss National Bank 45450.00%0.00%0.01%Q2 2013Q2 202445
Greenwich Wealth Management LLC 45450.18%0.57%1.02%Q2 2013Q2 202445
VOYA INVESTMENT MANAGEMENT LLC 45450.00%0.01%0.05%Q2 2013Q2 202445
MANUFACTURERS LIFE INSURANCE COMPANY, THE 45450.00%0.00%0.00%Q2 2013Q2 202445
MORGAN STANLEY 45450.00%0.00%0.00%Q2 2013Q2 202445
DIMENSIONAL FUND ADVISORS LP 45450.02%0.02%0.03%Q2 2013Q2 202445
ROYAL BANK OF CANADA 45450.00%0.00%0.00%Q2 2013Q2 202445
CREDIT SUISSE AG/ 45450.00%0.00%0.00%Q1 2013Q1 202445
AMERIPRISE FINANCIAL INC 45450.00%0.00%0.01%Q2 2013Q2 202445
NEW YORK STATE COMMON RETIREMENT FUND 45450.00%0.00%0.01%Q2 2013Q2 202445
STATE STREET CORP 45450.00%0.00%0.01%Q2 2013Q2 202445
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 45450.00%0.00%0.01%Q2 2013Q2 202445
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 45450.01%0.01%0.02%Q2 2013Q2 202445
FARMERS & MERCHANTS INVESTMENTS INC 45450.00%0.01%0.01%Q2 2013Q2 202445
PNC FINANCIAL SERVICES GROUP, INC. 45450.00%0.00%0.00%Q2 2013Q2 202445
FIFTH THIRD BANCORP 45450.00%0.00%0.00%Q2 2013Q2 202445
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 45450.00%0.01%0.01%Q2 2013Q2 202445
WELLS FARGO & COMPANY/MN 45450.00%0.00%0.00%Q2 2013Q2 202445
BANK OF AMERICA CORP /DE/ 45450.00%0.00%0.00%Q2 2013Q2 202445
ALLIANCEBERNSTEIN L.P. 45450.00%0.00%0.00%Q2 2013Q2 202445
JPMORGAN CHASE & CO 45450.00%0.00%0.01%Q2 2013Q2 202445
VANGUARD GROUP INC 45450.00%0.00%0.01%Q2 2013Q2 202445
RHUMBLINE ADVISERS 45450.00%0.01%0.01%Q2 2013Q2 202445
BlackRock Finance, Inc. 45450.00%0.01%0.01%Q2 2013Q2 202445
PRUDENTIAL FINANCIAL INC 45450.00%0.02%0.06%Q2 2013Q2 202445
CITIGROUP INC 45450.00%0.00%0.00%Q2 2013Q2 202445
PRICE T ROWE ASSOCIATES INC /MD/ 45450.00%0.00%0.01%Q2 2013Q2 202445
Invesco Ltd. 45450.00%0.01%0.01%Q2 2013Q2 202445
PUBLIC SECTOR PENSION INVESTMENT BOARD 45450.00%0.02%0.05%Q2 2013Q2 202445
GEODE CAPITAL MANAGEMENT, LLC 45450.00%0.00%0.01%Q2 2013Q2 202445
NORTHERN TRUST CORP 45450.00%0.00%0.01%Q2 2013Q2 202445
US BANCORP \DE\ 45450.00%0.00%0.01%Q2 2013Q2 202445
AMERICAN INTERNATIONAL GROUP, INC. 44440.00%0.00%0.01%Q2 2013Q1 202444
Highlander Capital Management, LLC 44440.00%0.00%0.00%Q2 2013Q1 202444
METROPOLITAN LIFE INSURANCE CO/NY 44440.00%0.01%0.01%Q2 2013Q1 202444
KENNEDY CAPITAL MANAGEMENT LLC 26180.21%0.30%0.53%Q2 2013Q2 202444
DEUTSCHE BANK AG\ 44440.00%0.00%0.01%Q3 2013Q2 202444
COMERICA BANK 3950.00%0.01%0.02%Q2 2013Q2 202444
THRIVENT FINANCIAL FOR LUTHERANS 43430.00%0.00%0.01%Q4 2013Q2 202443
BNP PARIBAS FINANCIAL MARKETS 43430.00%0.00%0.00%Q4 2013Q2 202443
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 3670.00%0.00%0.01%Q2 2013Q1 202443
Arizona State Retirement System 1880.00%0.01%0.02%Q1 2013Q2 202443
Louisiana State Employees Retirement System 43430.01%0.02%0.04%Q4 2013Q2 202443
PANAGORA ASSET MANAGEMENT INC 4030.00%0.03%0.07%Q2 2013Q2 202443
State of Tennessee, Department of Treasury 3580.00%0.00%0.01%Q3 2013Q2 202443
CANADA LIFE ASSURANCE Co 23190.00%0.00%0.01%Q4 2013Q2 202442
AQR Capital Management 2310.00%0.01%0.02%Q4 2012Q2 202442
BRIDGEWAY CAPITAL MANAGEMENT, LLC 42420.02%0.08%0.19%Q2 2013Q3 202342
Bartlett & Co. LLC 2670.00%0.00%0.01%Q2 2013Q4 202341
SHELL ASSET MANAGEMENT CO 40400.01%0.03%0.07%Q2 2014Q1 202440
FIRST MANHATTAN CO. LLC. 40400.00%0.00%0.00%Q2 2013Q1 202340
Legal & General Group Plc 40400.00%0.00%0.00%Q3 2014Q2 202440
Renaissance Technologies 3410.00%0.02%0.04%Q2 2013Q2 202440
KBC Group NV 28120.00%0.01%0.02%Q2 2013Q2 202440
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 21180.00%0.00%0.00%Q3 2014Q2 202439
UBS Group AG 39390.00%0.00%0.00%Q4 2014Q2 202439
FIRST TRUST ADVISORS LP 21180.00%0.01%0.02%Q2 2013Q2 202439
NISA INVESTMENT ADVISORS, LLC 3440.00%0.01%0.01%Q2 2014Q2 202438
Zurcher Kantonalbank (Zurich Cantonalbank) 38380.00%0.00%0.00%Q1 2015Q2 202438
AMERICAN CENTURY COMPANIES INC 3440.00%0.01%0.02%Q2 2014Q2 202438
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 3440.00%0.01%0.02%Q3 2014Q2 202438
JAMES INVESTMENT RESEARCH, INC. 3010.01%0.22%0.77%Q1 2014Q2 202437
Tarbox Family Office, Inc. 3430.02%0.04%0.08%Q4 2013Q2 202437
Parkside Financial Bank & Trust 36360.00%0.00%0.00%Q3 2015Q2 202436
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.00%0.00%0.01%Q2 2013Q1 202236
Brandywine Global Investment Management, LLC 2160.01%0.02%0.05%Q2 2013Q4 202236
Fisher Asset Management, LLC 36360.01%0.01%0.01%Q3 2015Q2 202436
Versant Capital Management, Inc 35350.00%0.01%0.04%Q4 2015Q2 202435
Tower Research Capital LLC (TRC) 1710.00%0.00%0.01%Q2 2013Q2 202435
QUADRANT CAPITAL GROUP LLC 35350.00%0.00%0.01%Q4 2015Q2 202435
Creative Planning 1510.00%0.00%0.00%Q2 2013Q2 202435
LOS ANGELES CAPITAL MANAGEMENT LLC 20150.00%0.01%0.01%Q2 2013Q1 202235
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 920.00%0.01%0.08%Q2 2013Q2 202435
Geneos Wealth Management Inc. 34340.00%0.00%0.00%Q1 2016Q2 202434
NORDEA INVESTMENT MANAGEMENT AB 34340.00%0.01%0.02%Q1 2015Q2 202334
RAYMOND JAMES & ASSOCIATES 3210.00%0.00%0.01%Q1 2015Q2 202434
MILLENNIUM MANAGEMENT LLC 1110.00%0.01%0.04%Q2 2013Q2 202433
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 33330.00%0.00%0.01%Q2 2013Q2 202133
Gemmer Asset Management LLC 33330.00%0.00%0.01%Q1 2014Q1 202233
ENVESTNET ASSET MANAGEMENT INC 2330.00%0.00%0.01%Q2 2014Q2 202432
WHITTIER TRUST CO 2380.00%0.00%0.00%Q2 2013Q2 202131
CWM, LLC 20110.00%0.00%0.00%Q3 2016Q2 202431
UNITED FIRE GROUP INC 31310.13%0.19%0.38%Q2 2013Q4 202031
State of Alaska, Department of Revenue 31310.01%0.01%0.02%Q4 2016Q2 202431
GW&K Investment Management, LLC 31310.01%0.29%0.82%Q4 2016Q2 202431
BENJAMIN F. EDWARDS & COMPANY, INC. 2030.00%0.00%0.00%Q2 2013Q2 202431
MARTINGALE ASSET MANAGEMENT L P 1620.00%0.03%0.06%Q2 2014Q2 202431
TCI Wealth Advisors, Inc. 2920.00%0.00%0.00%Q4 2014Q1 202331
MASON STREET ADVISORS, LLC 31310.00%0.01%0.02%Q2 2013Q4 202031
Ameritas Investment Partners, Inc. 30300.00%0.01%0.01%Q1 2017Q2 202430
TEACHER RETIREMENT SYSTEM OF TEXAS 1430.00%0.00%0.03%Q2 2013Q2 202430
ATWOOD & PALMER INC 17120.00%0.00%0.00%Q2 2014Q4 202129
SIT INVESTMENT ASSOCIATES INC 29290.01%0.01%0.02%Q2 2017Q2 202429
FEDERATED HERMES, INC. 1110.00%0.00%0.01%Q2 2013Q4 202229
Baystate Wealth Management LLC 29290.00%0.00%0.00%Q4 2016Q4 202329
Carroll Financial Associates, Inc. 29290.00%0.00%0.00%Q2 2013Q2 202029
LS Investment Advisors, LLC 29290.00%0.00%0.01%Q2 2013Q2 202029
DUNCKER STREETT & CO INC 2540.00%0.00%0.00%Q2 2013Q3 202029
TWO SIGMA ADVISERS, LP 1510.00%0.00%0.01%Q4 2013Q2 202429
ENTERPRISE FINANCIAL SERVICES CORP 18100.00%0.00%0.03%Q2 2013Q3 202128
ACADIAN ASSET MANAGEMENT LLC 710.00%0.03%0.17%Q2 2014Q3 202228
GLENMEDE TRUST CO NA 1410.00%0.00%0.03%Q1 2013Q2 202428
West Oak Capital, LLC 2530.00%0.00%0.02%Q2 2013Q2 202428
Sutton Wealth Advisors Inc. 28280.02%0.02%0.03%Q1 2016Q4 202228
SALEM INVESTMENT COUNSELORS INC 2120.00%0.00%0.00%Q3 2016Q2 202428
MetLife Investment Management, LLC 27270.00%0.01%0.01%Q4 2017Q2 202427
PineBridge Investments, L.P. 27270.00%0.01%0.03%Q2 2013Q4 201927
IFP Advisors, Inc 1410.00%0.00%0.00%Q4 2015Q2 202327
Russell Investments Group, Ltd. 1530.00%0.00%0.01%Q4 2016Q2 202427
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.00%Q2 2013Q4 201927
Nuveen Asset Management, LLC 26260.01%0.04%0.18%Q1 2018Q2 202426
VICTORY CAPITAL MANAGEMENT INC 2510.00%0.02%0.05%Q2 2015Q2 202426
MACQUARIE GROUP LTD 13120.00%0.00%0.00%Q1 2016Q3 202225
WASHINGTON TRUST BANK 2110.01%0.02%0.04%Q1 2014Q2 202425
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 25250.00%0.00%0.01%Q2 2018Q2 202425
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 25250.00%0.01%0.02%Q2 2018Q2 202425
SG Americas Securities, LLC 1010.00%0.00%0.03%Q3 2013Q2 202425
LORD, ABBETT & CO. LLC 1310.01%0.07%0.24%Q2 2013Q2 202425
BARTLETT & CO. WEALTH MANAGEMENT LLC 15100.00%0.00%0.01%Q1 2018Q2 202425
TEACHERS ADVISORS, LLC 24240.00%0.00%0.00%Q2 2013Q1 201924
Horrell Capital Management, Inc. 24240.01%0.01%0.01%Q2 2013Q1 201924
SEI INVESTMENTS CO 1410.00%0.00%0.02%Q1 2015Q2 202424
TIAA CREF INVESTMENT MANAGEMENT LLC 24240.00%0.00%0.01%Q2 2013Q1 201924
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 24240.00%0.00%0.01%Q3 2018Q2 202424
Municipal Employees' Retirement System of Michigan 1860.01%0.02%0.03%Q1 2014Q1 202024
FMR LLC 24240.00%0.00%0.01%Q3 2018Q2 202424
Matarin Capital Management, LLC 2030.32%0.77%1.08%Q3 2014Q4 202023
Focused Wealth Management, Inc 23230.00%0.00%0.00%Q3 2013Q1 201923
Laurel Wealth Advisors LLC 23230.00%0.00%0.00%Q4 2018Q2 202423
WOLVERINE TRADING, LLC 410.00%0.00%0.00%Q1 2017Q2 202323
CAPTRUST FINANCIAL ADVISORS 1760.00%0.00%0.00%Q2 2018Q2 202423
GUGGENHEIM CAPITAL LLC 1810.00%0.01%0.01%Q2 2013Q4 202223
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 23230.01%0.01%0.02%Q4 2018Q2 202423
ProShare Advisors LLC 1510.00%0.00%0.01%Q2 2013Q2 202422
Tradewinds Capital Management, LLC 1930.00%0.00%0.00%Q4 2013Q1 202222
Investors Research Corp 22220.02%0.03%0.04%Q1 2019Q2 202422
JENNISON ASSOCIATES LLC 22220.00%0.00%0.00%Q2 2013Q3 201822
AdvisorNet Financial, Inc 1710.00%0.00%0.00%Q4 2017Q2 202421
M&R CAPITAL MANAGEMENT INC 21210.00%0.00%0.00%Q2 2016Q2 202121
GSA CAPITAL PARTNERS LLP 810.01%0.06%0.15%Q3 2013Q3 202221
TORONTO DOMINION BANK 1920.00%0.00%0.00%Q4 2018Q1 202421
HM PAYSON & CO 21210.00%0.00%0.00%Q2 2019Q2 202421
Johnson Financial Group, Inc. 1470.00%0.00%0.00%Q2 2013Q2 202421
D. E. Shaw & Co., Inc. 610.00%0.00%0.00%Q2 2013Q4 202221
Aperio Group, LLC 1830.00%0.00%0.00%Q3 2015Q4 202021
LSV ASSET MANAGEMENT 2010.00%0.03%0.06%Q2 2014Q2 202021
HSBC HOLDINGS PLC 1010.00%0.00%0.00%Q4 2016Q2 202421
PEAK6 Group LLC 520.00%0.00%0.02%Q2 2013Q1 201821
American Portfolios Advisors 20200.00%0.00%0.00%Q4 2017Q3 202220
JACOBS LEVY EQUITY MANAGEMENT, INC 810.01%0.03%0.11%Q3 2015Q1 202320
PUTNAM INVESTMENTS LLC 1210.00%0.00%0.01%Q2 2014Q2 202320
State of New Jersey Common Pension Fund D 20200.01%0.01%0.01%Q3 2019Q2 202420
Edge Wealth Management LLC 20200.00%0.03%0.47%Q1 2015Q4 201920
PEAK6 Investments LLC 410.00%0.00%0.01%Q3 2018Q1 202420
MEEDER ASSET MANAGEMENT INC 1270.00%0.01%0.07%Q2 2017Q3 202219
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 810.00%0.00%0.00%Q2 2013Q2 202419
Prestige Wealth Management Group LLC 1810.00%0.00%0.00%Q4 2018Q2 202419
Global Retirement Partners, LLC 1090.00%0.00%0.00%Q3 2019Q2 202419
Global Financial Private Client, LLC 19190.00%0.00%0.00%Q4 2019Q2 202419
STRS OHIO 720.00%0.00%0.01%Q2 2013Q2 202419
Hillsdale Investment Management Inc. 910.00%0.10%0.21%Q2 2014Q2 202419
Ensign Peak Advisors, Inc 19190.00%0.00%0.00%Q4 2019Q2 202419
SIGNATUREFD, LLC 1110.00%0.00%0.00%Q4 2015Q2 202419
Financial Perspectives, Inc 19190.00%0.01%0.01%Q4 2019Q2 202419
OSAIC HOLDINGS, INC. 18180.00%0.00%0.00%Q1 2020Q2 202418
WEDGE CAPITAL MANAGEMENT L L P/NC 1040.00%0.01%0.02%Q2 2013Q1 202418
Nationwide Fund Advisors 18180.01%0.01%0.02%Q2 2013Q3 201718
Allworth Financial LP 1080.00%0.00%0.00%Q1 2015Q2 202418
PITTENGER & ANDERSON INC 1710.00%0.00%0.00%Q2 2014Q3 202218
BESSEMER GROUP INC 1710.00%0.00%0.00%Q1 2016Q2 202418
TUDOR INVESTMENT CORP ET AL 810.01%0.02%0.05%Q2 2013Q3 202218
TWO SIGMA INVESTMENTS, LP 510.00%0.01%0.01%Q2 2013Q2 202417
First PREMIER Bank 1610.00%0.00%0.01%Q3 2019Q4 202317
Handelsbanken Fonder AB 17170.00%0.00%0.00%Q2 2020Q2 202417
EATON VANCE MANAGEMENT 1070.00%0.00%0.00%Q2 2018Q3 202217
IndexIQ Advisors LLC 17170.01%0.03%0.07%Q1 2018Q1 202217
Vident Investment Advisory, LLC 510.04%0.08%0.21%Q4 2014Q2 202317
REGIONS FINANCIAL CORP 1430.00%0.00%0.00%Q4 2017Q2 202417
BURNEY CO/ 910.01%0.02%0.04%Q3 2015Q2 202417
Stephens Investment Management Group LLC 17170.45%0.82%1.16%Q2 2020Q2 202417
SCHULHOFF & CO INC 1510.11%0.14%0.19%Q4 2017Q2 202416
HighTower Advisors, LLC 510.00%0.01%0.02%Q1 2014Q2 202416
CAPITAL GUARDIAN TRUST CO 16160.00%0.00%0.00%Q2 2013Q1 201716
CAPSTONE ASSET MANAGEMENT CO 970.01%0.01%0.02%Q2 2013Q2 201716
Neuberger Berman Group LLC 1510.00%0.00%0.01%Q2 2013Q2 202416
WESTWOOD HOLDINGS GROUP INC 16160.26%0.54%0.69%Q3 2020Q2 202416
TRUIST FINANCIAL CORP 1510.00%0.01%0.01%Q2 2015Q1 202416
OPPENHEIMER ASSET MANAGEMENT INC. 16160.01%0.02%0.02%Q3 2020Q2 202416
SouthState Corp 16160.00%0.01%0.01%Q3 2020Q2 202416
EVERENCE CAPITAL MANAGEMENT INC 16160.03%0.04%0.05%Q3 2020Q2 202416
OppenheimerFunds, Inc. 1420.00%0.00%0.02%Q4 2014Q1 201916
JANE STREET GROUP, LLC 610.00%0.00%0.00%Q2 2015Q2 202416
Parallel Advisors, LLC 970.00%0.00%0.00%Q2 2020Q2 202416
Cedar Mountain Advisors, LLC 1150.00%0.00%0.00%Q4 2019Q2 202416
BlackRock Institutional Trust Company, N.A. 15150.00%0.00%0.00%Q2 2013Q4 201615
VIRGINIA RETIREMENT SYSTEMS ET Al 510.00%0.01%0.02%Q2 2015Q2 202315
BlackRock Fund Advisors 15150.01%0.01%0.02%Q2 2013Q4 201615
THOMPSON DAVIS & CO., INC. 1140.00%0.00%0.00%Q4 2013Q3 201715
Mount Yale Investment Advisors, LLC 15150.02%0.03%0.04%Q4 2020Q2 202415
Alberta Investment Management Corp 1410.00%0.01%0.03%Q3 2016Q3 202015
LPL Financial LLC 15150.00%0.00%0.00%Q4 2020Q2 202415
BlackRock Investment Management, LLC 15150.00%0.00%0.01%Q2 2013Q4 201615
MCF Advisors LLC 15150.00%0.00%0.00%Q2 2012Q4 201515
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
Convergence Investment Partners, LLC 610.03%0.12%0.31%Q2 2014Q1 202215
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 710.00%0.00%0.00%Q1 2018Q1 202215
BLACKROCK ADVISORS LLC 15150.00%0.00%0.01%Q2 2013Q4 201615
BlackRock Group LTD 15150.00%0.00%0.00%Q2 2013Q4 201615
OFI Advisors LLC 1140.01%0.02%0.02%Q3 2011Q3 201515
BALYASNY ASSET MANAGEMENT L.P. 410.00%0.01%0.05%Q1 2016Q2 202414
BOGLE INVESTMENT MANAGEMENT L P /DE/ 810.02%0.19%0.41%Q2 2014Q4 202014
Front Row Advisors LLC 1220.00%0.00%0.00%Q4 2020Q2 202414
MUFG Americas Holdings Corp 510.00%0.00%0.01%Q4 2010Q3 202214
Steward Partners Investment Advisory, LLC 14140.00%0.00%0.00%Q1 2021Q2 202414
MACKENZIE FINANCIAL CORP 610.00%0.01%0.03%Q3 2016Q2 202414
Lee Financial Co 14140.00%0.00%0.00%Q3 2020Q4 202314
STATE OF WISCONSIN INVESTMENT BOARD 14140.00%0.01%0.02%Q1 2021Q2 202414
Spire Wealth Management 14140.00%0.00%0.00%Q1 2021Q2 202414
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 910.02%0.03%0.05%Q4 2016Q1 202114
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 950.00%0.00%0.00%Q4 2019Q2 202314
BOURGEON CAPITAL MANAGEMENT LLC 14140.00%0.00%0.00%Q3 2019Q4 202214
Sterling Capital Management LLC 510.00%0.01%0.03%Q2 2013Q4 201814
Archford Capital Strategies, LLC 1310.00%0.01%0.01%Q1 2014Q1 201814
Cubist Systematic Strategies, LLC 710.00%0.01%0.02%Q3 2014Q1 202314
Allianz Asset Management GmbH 810.00%0.00%0.00%Q1 2015Q2 202414
STIFEL FINANCIAL CORP 510.00%0.00%0.01%Q3 2014Q2 202414
ELLINGTON MANAGEMENT GROUP LLC 310.02%0.14%0.41%Q3 2013Q1 201913
Squarepoint Ops LLC 710.00%0.00%0.01%Q4 2017Q4 202313
MALTESE CAPITAL MANAGEMENT LLC 1210.29%0.46%0.74%Q3 2013Q2 202113
Cutler Group LLC / CA 770.00%0.00%0.03%Q3 2016Q1 201813
AMALGAMATED BANK 13130.01%0.01%0.01%Q2 2021Q2 202413
HARBOUR INVESTMENTS, INC. 940.00%0.00%0.00%Q1 2021Q2 202413
Numeric Investors LLC 1010.01%0.05%0.11%Q2 2013Q4 201713
SIMPLEX TRADING, LLC 310.00%0.00%0.02%Q4 2014Q4 202313
EVOKE WEALTH, LLC 13130.00%0.00%0.00%Q3 2019Q3 202213
J.P. Morgan Private Wealth Advisors LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
BRINKER CAPITAL INC 1210.02%0.02%0.02%Q1 2017Q2 202013
Valeo Financial Advisors, LLC 13130.00%0.00%0.00%Q4 2017Q4 202013
CORNERCAP INVESTMENT COUNSEL INC 820.05%0.08%0.11%Q2 2013Q1 202213
ClariVest Asset Management LLC 920.00%0.06%0.13%Q2 2013Q1 201813
RIVERHEAD CAPITAL MANAGEMENT LLC 13130.00%0.00%0.01%Q3 2016Q3 201913
Lenox Wealth Management, Inc. 13130.00%0.00%0.00%Q2 2017Q2 202013
JANUS HENDERSON GROUP PLC 12120.00%0.02%0.03%Q3 2021Q2 202412
Burt Wealth Advisors 12120.00%0.01%0.01%Q4 2014Q3 201712
SIGNIA CAPITAL MANAGEMENT LLC 12121.22%2.05%3.62%Q2 2013Q1 201612
Capital Bank & Trust Co 12120.00%0.00%0.00%Q2 2017Q1 202012
Interval Partners, LP 710.01%0.13%0.45%Q4 2014Q2 202112
LIBERTY WEALTH MANAGEMENT LLC 12120.00%0.00%0.00%Q4 2018Q3 202112
WealthTrust Fairport, LLC 750.00%0.00%0.00%Q2 2013Q1 201912
BOSTON ADVISORS LLC 840.01%0.04%0.11%Q2 2013Q2 201712
Elkfork Partners LLC 12120.00%0.00%0.01%Q4 2016Q3 201912
PIEDMONT INVESTMENT ADVISORS INC 660.00%0.00%0.01%Q2 2014Q1 201912
RUSSELL FRANK CO/ 12120.00%0.02%0.03%Q2 2013Q1 201612
Glen Harbor Capital Management LLC 12120.00%0.00%0.00%Q4 2016Q3 201912
NATIXIS ADVISORS, LLC 12120.01%0.01%0.01%Q3 2021Q2 202412
Neuburgh Advisers LLC 12120.00%0.00%0.00%Q4 2016Q3 201912
PARK AVENUE SECURITIES LLC 840.01%0.01%0.01%Q1 2021Q2 202412
Meadow Creek Investment Management LLC 12120.00%0.00%0.01%Q4 2016Q3 201912
Quantbot Technologies LP 210.00%0.01%0.03%Q1 2015Q2 202412
YOUSIF CAPITAL MANAGEMENT, LLC 11110.01%0.02%0.03%Q4 2021Q2 202411
STEPHENS INC /AR/ 11110.00%0.00%0.00%Q3 2021Q1 202411
Spark Investment Management LLC 510.05%0.20%0.44%Q2 2014Q2 201911
Plante Moran Financial Advisors, LLC 1010.00%0.00%0.01%Q2 2013Q2 202211
Covestor Ltd 11110.00%0.01%0.10%Q4 2021Q2 202411
NorthCrest Asset Manangement, LLC 11110.05%0.06%0.09%Q4 2021Q2 202411
COMMONWEALTH EQUITY SERVICES, LLC 11110.00%0.00%0.00%Q4 2021Q2 202411
Formidable Asset Management, LLC 11110.00%0.00%0.00%Q3 2013Q1 201611
Dynamic Technology Lab Private Ltd 210.02%0.11%0.29%Q1 2015Q1 202411
Parallax Volatility Advisers, L.P. 410.00%0.00%0.00%Q3 2013Q1 201811
Allspring Global Investments Holdings, LLC 11110.01%0.02%0.02%Q4 2021Q2 202411
JFS WEALTH ADVISORS, LLC 11110.00%0.00%0.00%Q4 2021Q2 202411
Spectrum Management Group, LLC 830.00%0.00%0.00%Q4 2017Q3 202011
Wallace Capital Management Inc. 11110.06%0.07%0.11%Q4 2021Q2 202411
SMITH ASSET MANAGEMENT GROUP LP 510.00%0.00%0.01%Q2 2013Q1 201711
Truepoint, Inc. 11110.01%0.01%0.02%Q4 2021Q2 202411
Avior Wealth Management, LLC 11110.00%0.00%0.00%Q3 2021Q1 202411
ZACKS INVESTMENT MANAGEMENT 710.01%0.02%0.04%Q1 2014Q1 202211
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 910.00%0.01%0.01%Q1 2017Q2 202411
Ziegler Capital Management, LLC 1010.02%0.05%0.07%Q3 2013Q1 202311
NATIONAL BANK OF CANADA /FI/ 11110.00%0.00%0.00%Q4 2021Q2 202411
Knights of Columbus Asset Advisors LLC 11110.18%0.23%0.37%Q4 2021Q2 202411
ASSETMARK, INC 1010.00%0.00%0.01%Q4 2017Q2 202411
CT Financial Advisors LLC 1010.00%0.00%0.00%Q1 2014Q1 201711
Missouri Trust & Investment Co 11110.01%0.03%0.06%Q4 2021Q2 202411
Janney Montgomery Scott LLC 920.00%0.00%0.00%Q3 2019Q2 202211
FIRST COMMUNITY TRUST NA 11110.00%0.01%0.01%Q4 2021Q2 202411
ROYCE & ASSOCIATES LP 830.00%0.02%0.06%Q2 2013Q4 202211
Maryland State Retirement & Pension System 740.02%0.02%0.03%Q3 2021Q2 202411
QS Investors, LLC 1010.00%0.02%0.04%Q3 2014Q2 201811
Man Group plc 310.00%0.01%0.06%Q1 2018Q2 202410
MML INVESTORS SERVICES, LLC 510.00%0.00%0.00%Q2 2021Q2 202410
G&S Capital LLC 10100.00%0.00%0.00%Q4 2017Q1 202010
APG Asset Management N.V. 10100.00%0.01%0.01%Q1 2019Q2 202110
ALGERT GLOBAL LLC 510.01%0.16%0.37%Q1 2014Q2 202410
Brinker Capital Investments, LLC 10100.02%0.04%0.06%Q3 2020Q4 202210
LAZARD ASSET MANAGEMENT LLC 730.00%0.00%0.00%Q1 2016Q1 202210
Bell Investment Advisors, Inc 910.00%0.00%0.00%Q4 2021Q2 202410
Freedom Investment Management, Inc. 10100.02%0.05%0.21%Q2 2014Q3 201610
ALPS ADVISORS INC 420.00%0.00%0.01%Q3 2014Q2 202210
Private Capital Group, LLC 820.00%0.01%0.02%Q4 2017Q2 202210
Qube Research & Technologies Ltd 610.00%0.01%0.01%Q4 2019Q2 202410
Cresset Asset Management, LLC 620.00%0.00%0.01%Q4 2018Q2 202410
WEALTHCARE CAPITAL MANAGEMENT LLC 10100.00%0.00%0.00%Q4 2014Q1 201710
Piermont Capital Management Inc. 620.09%0.67%1.11%Q3 2014Q4 201810
MASSMUTUAL TRUST CO FSB/ADV 990.00%0.00%0.00%Q2 2022Q2 20249
Crossmark Global Holdings, Inc. 410.00%0.01%0.01%Q3 2016Q2 20249
D.A. DAVIDSON & CO. 810.00%0.00%0.00%Q3 2015Q4 20219
ExodusPoint Capital Management, LP 210.00%0.01%0.03%Q2 2019Q2 20249
Blue Trust, Inc. 990.00%0.00%0.00%Q2 2022Q2 20249
McCarthy Grittinger Financial Group, LLC 990.00%0.00%0.00%Q2 2021Q2 20239
Hexagon Capital Partners LLC 990.00%0.00%0.01%Q2 2022Q2 20249
Trexquant Investment LP 310.02%0.04%0.07%Q3 2015Q3 20219
DALTON GREINER HARTMAN MAHER & CO 990.06%0.58%0.80%Q2 2013Q2 20159
SJS Investment Consulting Inc. 810.00%0.00%0.00%Q1 2022Q2 20249
Jefferies Group LLC 310.00%0.00%0.01%Q1 2014Q4 20219
Geneva Advisors, LLC 990.00%0.01%0.01%Q2 2013Q2 20159
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 990.00%0.00%0.00%Q2 2022Q2 20249
CAPITAL ONE, NATIONAL ASSOCIATION 990.02%0.04%0.09%Q1 2014Q1 20169
Rockefeller Capital Management L.P. 990.00%0.00%0.00%Q4 2020Q4 20229
DUPONT CAPITAL MANAGEMENT CORP 720.01%0.03%0.05%Q1 2015Q1 20189
GLOBEFLEX CAPITAL L P 810.00%0.23%0.48%Q2 2013Q3 20229
Lindbrook Capital, LLC 990.00%0.00%0.00%Q2 2022Q2 20249
TFS CAPITAL LLC 510.01%0.14%0.41%Q3 2013Q2 20169
Stone Ridge Asset Management LLC 990.02%0.02%0.03%Q4 2017Q4 20199
Destination Wealth Management 880.01%0.01%0.02%Q3 2022Q2 20248
Airain ltd 310.01%0.02%0.04%Q2 2013Q2 20178
First Horizon Advisors, Inc. 530.00%0.00%0.00%Q1 2021Q1 20238
Vestcor Inc 710.03%0.04%0.04%Q2 2022Q2 20248
Advisors Asset Management, Inc. 880.00%0.00%0.00%Q3 2018Q2 20208
Xact Kapitalforvaltning AB 880.00%0.01%0.01%Q1 2018Q4 20198
Cassady Schiller Wealth Management, LLC 710.00%0.00%0.00%Q4 2021Q2 20248
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 880.00%0.00%0.01%Q2 2022Q1 20248
Mariner, LLC 880.00%0.00%0.00%Q3 2022Q2 20248
SYMPHONY ASSET MANAGEMENT LLC 880.05%0.06%0.11%Q4 2016Q3 20188
Sageworth Trust Co 880.00%0.00%0.00%Q2 2021Q1 20238
STEVENS CAPITAL MANAGEMENT LP 410.01%0.02%0.02%Q2 2013Q3 20178
ADAMS DIVERSIFIED EQUITY FUND, INC. 880.02%0.04%0.07%Q2 2016Q1 20188
Coho Partners, Ltd. 880.00%0.02%0.03%Q2 2022Q1 20248
Bank of Kentucky, Inc. 880.00%0.00%0.00%Q2 2013Q1 20158
Dakota Community Bank & Trust NA 880.01%0.01%0.01%Q3 2022Q2 20248
Paloma Partners Management Co 210.01%0.01%0.02%Q2 2015Q1 20228
THOMAS WHITE INTERNATIONAL LTD 880.00%0.00%0.00%Q2 2013Q1 20158
EXCHANGE TRADED CONCEPTS, LLC 880.02%0.02%0.03%Q1 2021Q4 20228
M&T BANK CORP 880.00%0.00%0.00%Q3 2022Q2 20248
Nine Chapters Capital Management LLC 710.04%0.08%0.17%Q2 2013Q3 20158
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 620.01%0.03%0.06%Q2 2018Q3 20218
Spot Trading L.L.C 110.00%0.01%0.02%Q1 2014Q1 20177
Rehmann Capital Advisory Group 770.00%0.00%0.00%Q1 2018Q3 20197
PRELUDE CAPITAL MANAGEMENT, LLC 210.00%0.01%0.01%Q1 2013Q3 20167
Connor, Clark & Lunn Investment Management Ltd. 610.00%0.00%0.00%Q1 2014Q1 20167
Bogart Wealth, LLC 770.00%0.00%0.00%Q4 2022Q2 20247
NorthRock Partners, LLC 310.02%0.14%0.26%Q4 2014Q2 20217
REILLY FINANCIAL ADVISORS, LLC 430.00%0.00%0.01%Q4 2014Q1 20197
EAM Investors, LLC 310.11%0.27%0.75%Q2 2014Q2 20247
Farther Finance Advisors, LLC 770.00%0.00%0.02%Q4 2022Q2 20247
Wealthspire Advisors, L.P. 610.00%0.00%0.00%Q2 2017Q1 20197
Campbell & CO Investment Adviser LLC 210.06%0.22%0.73%Q1 2017Q4 20237
PATHSTONE FAMILY OFFICE, LLC 430.00%0.00%0.00%Q1 2019Q4 20207
NewEdge Advisors, LLC 770.00%0.00%0.00%Q4 2022Q2 20247
BDO Wealth Advisors, LLC 770.00%0.00%0.00%Q2 2018Q4 20197
TRUE Private Wealth Advisors 510.00%0.00%0.00%Q3 2018Q4 20207
PRW Wealth Management LLC 312.53%3.09%4.23%Q1 2019Q3 20237
WFG Advisors, LP 770.00%0.00%0.00%Q2 2013Q4 20147
REYNOLDS CAPITAL MANAGEMENT LLC 770.12%0.23%0.30%Q2 2013Q4 20147
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 410.00%0.01%0.03%Q4 2019Q3 20237
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 410.01%0.02%0.02%Q3 2021Q2 20247
Vise Technologies, Inc. 430.06%0.09%0.12%Q2 2022Q2 20247
Krilogy Financial LLC 770.00%0.00%0.00%Q3 2015Q1 20177
PDT Partners, LLC 520.01%0.03%0.11%Q2 2013Q2 20157
Lido Advisors, LLC 610.00%0.00%0.01%Q1 2022Q2 20247
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20147
AlphaMark Advisors, LLC 610.00%0.00%0.00%Q2 2013Q1 20187
A.R.T. Advisors, LLC 410.02%0.03%0.05%Q2 2013Q2 20197
Sowell Financial Services LLC 770.00%0.00%0.00%Q3 2019Q1 20217
CHICAGO EQUITY PARTNERS LLC 510.01%0.03%0.13%Q1 2014Q4 20167
Marquette Asset Management, LLC 770.00%0.00%0.00%Q1 2021Q3 20227
OPTIMUM INVESTMENT ADVISORS 770.01%0.01%0.01%Q3 2013Q1 20157
HRT FINANCIAL LP 310.00%0.01%0.03%Q2 2020Q3 20227
FIRST CITIZENS BANK & TRUST CO 610.02%0.06%0.08%Q1 2014Q1 20167
Clear Perspective Advisors, LLC 770.00%0.00%0.00%Q4 2016Q2 20187
DEERE & CO 420.02%0.05%0.13%Q2 2014Q3 20166
Legacy Financial Advisors, Inc. 660.00%0.00%0.01%Q4 2017Q1 20196
People's United Financial, Inc. 660.01%0.01%0.02%Q4 2020Q1 20226
Orion Portfolio Solutions, LLC 660.03%0.04%0.04%Q1 2023Q2 20246
WESTPORT RESOURCES MANAGEMENT INC 660.00%0.00%0.00%Q2 2013Q3 20146
BROWN BROTHERS HARRIMAN & CO 660.00%0.00%0.00%Q1 2017Q2 20186
VOLORIDGE INVESTMENT MANAGEMENT, LLC 210.00%0.00%0.01%Q4 2020Q2 20246
HANCOCK WHITNEY CORP 660.04%0.06%0.08%Q4 2016Q1 20186
HUDSON EDGE INVESTMENT PARTNERS INC. 660.02%0.07%0.09%Q4 2015Q1 20176
Nelson Capital Management, LLC 660.00%0.00%0.01%Q2 2018Q3 20196
Schonfeld Strategic Advisors LLC 210.00%0.01%0.04%Q2 2019Q2 20236
OXFORD ASSET MANAGEMENT LLP 310.01%0.05%0.14%Q4 2015Q4 20196
Lenox Wealth Advisors, LLC 660.00%0.00%0.00%Q3 2019Q4 20206
MARSHALL WACE, LLP 310.00%0.01%0.03%Q2 2015Q2 20246
Beacon Pointe Advisors, LLC 410.08%0.10%0.13%Q2 2021Q2 20246
Walleye Trading LLC 660.00%0.00%0.00%Q3 2015Q4 20166
Oliver Luxxe Assets LLC 660.13%0.20%0.30%Q1 2023Q2 20246
QUEST INVESTMENT MANAGEMENT LLC 660.03%0.03%0.04%Q2 2013Q3 20146
BerganKDV Wealth Management, LLC 660.00%0.00%0.00%Q3 2021Q4 20226
Brand Asset Management Group, Inc. 660.00%0.00%0.00%Q2 2018Q3 20196
Disciplined Investments, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
North Reef Capital Management LP 660.39%1.69%2.66%Q1 2023Q2 20246
GHP Investment Advisors, Inc. 420.00%0.00%0.00%Q2 2022Q2 20246
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 660.01%0.01%0.02%Q1 2023Q2 20246
Fieldpoint Private Securities, LLC 660.00%0.00%0.00%Q4 2020Q1 20226
Jackson Creek Investment Advisors LLC 660.38%0.44%0.54%Q4 2020Q1 20226
Quad-Cities Investment Group, LLC 660.00%0.00%0.00%Q2 2018Q3 20196
1919 Investment Counsel, LLC 660.00%0.00%0.00%Q2 2013Q3 20146
Robeco Institutional Asset Management B.V. 310.00%0.00%0.00%Q2 2013Q1 20226
Sageworth Trust Co of South Dakota 660.00%0.01%0.02%Q4 2021Q1 20236
Schubert & Co 660.00%0.00%0.00%Q4 2021Q1 20236
BARROW HANLEY MEWHINNEY & STRAUSS LLC 660.00%0.01%0.01%Q1 2019Q2 20206
Amundi 660.00%0.00%0.00%Q1 2023Q2 20246
LOOMIS SAYLES & CO L P 310.00%0.02%0.06%Q2 2016Q2 20246
GREAT LAKES ADVISORS, LLC 660.05%0.06%0.08%Q1 2023Q2 20246
MAIRS & POWER INC 660.02%0.24%0.58%Q1 2023Q2 20246
FineMark National Bank & Trust 660.00%0.00%0.00%Q3 2015Q4 20166
TFO Wealth Partners, LLC 660.00%0.00%0.00%Q4 2022Q1 20246
EverSource Wealth Advisors, LLC 510.00%0.00%0.00%Q4 2021Q2 20246
SeaCrest Wealth Management, LLC 660.00%0.00%0.00%Q4 2017Q1 20196
PZENA INVESTMENT MANAGEMENT LLC 660.00%0.14%0.25%Q3 2013Q4 20146
NumerixS Investment Technologies Inc 410.00%0.01%0.03%Q4 2015Q1 20175
FLAGSHIP HARBOR ADVISORS, LLC 410.00%0.01%0.02%Q2 2018Q4 20215
HANSEATIC MANAGEMENT SERVICES INC 320.00%0.03%0.05%Q3 2014Q3 20185
HABERER REGISTERED INVESTMENT ADVISOR INC 550.00%0.00%0.00%Q2 2013Q2 20145
Asset Management One Co., Ltd. 550.01%0.03%0.05%Q2 2014Q2 20155
WOODMONT INVESTMENT COUNSEL LLC 410.00%0.00%0.00%Q2 2015Q3 20165
Engineers Gate Manager LP 210.01%0.03%0.07%Q2 2015Q4 20215
Avalon Trust Co 550.00%0.00%0.00%Q1 2023Q1 20245
Concorde Financial Corp 210.00%0.00%0.00%Q4 2021Q4 20235
AJO, LP 210.00%0.01%0.04%Q4 2016Q1 20205
Ancora Advisors LLC 320.00%0.00%0.00%Q2 2021Q3 20225
Aquatic Capital Management LLC 210.00%0.02%0.07%Q4 2021Q2 20235
Verition Fund Management LLC 320.02%0.09%0.15%Q1 2017Q3 20235
NORTHWEST WEALTH MANAGEMENT, LLC 550.00%0.00%0.00%Q1 2018Q1 20195
CNA FINANCIAL CORP 550.11%0.24%0.38%Q3 2013Q3 20145
Shinko Asset Management Co., Ltd. 550.03%0.04%0.05%Q3 2015Q3 20165
AXA S.A. 410.00%0.00%0.01%Q2 2015Q3 20175
HARTLINE INVESTMENT CORP/ 550.43%0.85%1.33%Q4 2018Q4 20195
MSI Financial Services Inc 410.00%0.00%0.00%Q2 2015Q3 20165
PARADIGM ASSET MANAGEMENT CO LLC 550.01%0.01%0.02%Q2 2013Q2 20145
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 550.00%0.00%0.00%Q2 2018Q2 20195
Acrospire Investment Management LLC 410.01%0.11%0.21%Q1 2016Q2 20175
JNBA Financial Advisors 550.00%0.00%0.00%Q2 2023Q2 20245
Parcion Private Wealth LLC 320.02%0.02%0.03%Q3 2021Q2 20245
FSA Wealth Management LLC 320.00%0.00%0.00%Q4 2019Q1 20245
HARVEST GROUP WEALTH MANAGEMENT, LLC 320.00%0.00%0.00%Q3 2019Q4 20205
Assenagon Asset Management S.A. 310.01%0.03%0.04%Q4 2017Q3 20195
PROFUND ADVISORS LLC 310.01%0.01%0.01%Q4 2013Q4 20215
Edgestream Partners, L.P. 550.09%0.21%0.29%Q2 2023Q2 20245
SEGALL BRYANT & HAMILL, LLC 550.01%0.02%0.05%Q3 2013Q3 20145
Clearview Wealth Advisors LLC 550.00%0.00%0.00%Q4 2020Q4 20215
MPS Loria Financial Planners, LLC 410.00%0.00%0.00%Q2 2017Q1 20215
Abound Wealth Management 550.00%0.00%0.00%Q2 2023Q2 20245
CIBC Private Wealth Group LLC 320.00%0.00%0.00%Q4 2017Q2 20245
CADENCE CAPITAL MANAGEMENT LLC 550.07%0.10%0.16%Q1 2014Q1 20155
Strategic Asset Management, LLC 550.00%0.00%0.00%Q3 2021Q3 20225
GROUP ONE TRADING, L.P. 310.00%0.00%0.00%Q1 2014Q3 20235
Vanguard Personalized Indexing Management, LLC 440.01%0.01%0.01%Q3 2023Q2 20244
COLDSTREAM CAPITAL MANAGEMENT INC 310.01%0.01%0.01%Q4 2021Q2 20244
Marshall Wace North America L.P. 210.00%0.00%0.01%Q1 2019Q4 20204
US Asset Management LLC 220.00%0.00%0.00%Q1 2022Q1 20234
Opus Capital Group, LLC 441.18%1.49%1.79%Q3 2014Q2 20154
FourThought Financial, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
FIRST HAWAIIAN BANK 440.02%0.02%0.02%Q3 2021Q2 20224
Vident Advisory, LLC 440.01%0.01%0.01%Q3 2023Q2 20244
Personal Wealth Partners 310.00%0.00%0.01%Q2 2019Q2 20214
Cornerstone Planning Group LLC 310.00%0.00%0.00%Q4 2022Q4 20234
Surevest, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
AFFINITY INVESTMENT ADVISORS, LLC 440.34%0.38%0.45%Q3 2021Q2 20224
Smithfield Trust Co 440.00%0.00%0.00%Q3 2021Q2 20224
XTX Topco Ltd 110.05%0.11%0.14%Q1 2021Q1 20244
Envestnet Portfolio Solutions, Inc. 440.00%0.00%0.00%Q3 2023Q2 20244
Vigilant Capital Management, LLC 440.00%0.00%0.00%Q3 2021Q2 20224
Fiera Capital Corp 440.01%0.01%0.01%Q2 2013Q1 20144
State of Wyoming 210.01%0.02%0.02%Q2 2022Q1 20244
CAROLINAS WEALTH CONSULTING LLC 440.00%0.00%0.00%Q1 2023Q4 20234
CAPITAL FUND MANAGEMENT S.A. 210.00%0.00%0.01%Q3 2013Q3 20184
FRANKLIN RESOURCES INC 440.02%0.02%0.03%Q3 2023Q2 20244
FIRST MERCANTILE TRUST CO 440.01%0.01%0.01%Q3 2014Q2 20154
1492 Capital Management LLC 440.59%0.69%0.83%Q3 2023Q2 20244
Virtu Financial LLC 210.02%0.03%0.04%Q2 2021Q2 20234
ALPHA WINDWARD LLC 440.26%0.29%0.32%Q2 2019Q1 20204
HOWE & RUSLING INC 440.00%0.00%0.00%Q4 2020Q3 20214
GENERAL MOTORS INVESTMENT MANAGEMENT CORP 440.03%0.03%0.04%Q2 2014Q1 20154
DHJJ Financial Advisors, Ltd. 440.02%0.02%0.02%Q3 2023Q2 20244
Illinois Municipal Retirement Fund 440.02%0.03%0.03%Q3 2023Q2 20244
6 Meridian 440.02%0.02%0.02%Q1 2021Q4 20214
Baker Avenue Asset Management, LP 440.00%0.00%0.00%Q4 2022Q3 20234
SHEPHERD KAPLAN KROCHUK, LLC 440.03%0.08%0.13%Q2 2013Q1 20144
WELLINGTON MANAGEMENT GROUP LLP 110.00%0.00%0.00%Q1 2014Q1 20234
CENTRAL BANK & TRUST CO 440.00%0.00%0.00%Q3 2017Q2 20184
HANTZ FINANCIAL SERVICES, INC. 440.02%0.02%0.03%Q3 2023Q2 20244
Townsend & Associates, Inc 440.00%0.00%0.00%Q4 2017Q3 20184
Royal Fund Management, LLC 440.00%0.00%0.00%Q1 2018Q4 20184
Pictet Asset Management Holding SA 440.00%0.00%0.00%Q3 2023Q2 20244
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
JOYN Advisors, Inc. 440.00%0.00%0.00%Q1 2018Q4 20184
Grantham, Mayo, Van Otterloo & Co. LLC 310.00%0.00%0.01%Q2 2019Q2 20204
Princeton Alpha Management LP 220.05%0.07%0.10%Q2 2014Q4 20154
AHL Partners LLP 440.01%0.02%0.03%Q1 2017Q4 20174
Ergoteles LLC 110.02%0.02%0.03%Q3 2020Q1 20234
TRUST CO OF VERMONT 440.00%0.00%0.00%Q2 2022Q1 20234
DUALITY ADVISERS, LP 220.03%0.04%0.05%Q3 2019Q3 20204
WINTON GROUP Ltd 210.00%0.01%0.01%Q1 2018Q3 20194
UNITED SERVICES AUTOMOBILE ASSOCIATION 220.00%0.00%0.00%Q1 2015Q2 20184
Horan Securities, Inc. 310.00%0.00%0.00%Q2 2018Q2 20234
LUCUS ADVISORS LLC 210.29%0.36%0.48%Q1 2016Q1 20184
Evercore Wealth Management, LLC 220.00%0.00%0.00%Q4 2016Q4 20174
Mitsubishi UFJ Asset Management Co., Ltd. 440.00%0.00%0.00%Q3 2023Q2 20244
Itau Unibanco Holding S.A. 210.00%0.01%0.02%Q3 2016Q4 20194
Essex Savings Bank 330.01%0.01%0.01%Q4 2018Q2 20193
Gyon Technologies Capital Management, LP 210.09%0.13%0.17%Q4 2020Q2 20223
CIBC WORLD MARKET INC. 210.00%0.00%0.01%Q2 2014Q2 20243
Bellwether Investment Group, LLC 210.00%0.00%0.00%Q2 2016Q1 20173
BNP Paribas Asset Management Holding S.A. 330.02%0.03%0.03%Q4 2023Q2 20243
Sugarloaf Wealth Management, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
Private Wealth Management Group, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Cherry Tree Wealth Management, LLC 330.00%0.00%0.00%Q2 2023Q4 20233
PICTET ASSET MANAGEMENT SA 330.00%0.00%0.00%Q4 2022Q2 20233
Index Management Solutions, LLC 330.01%0.02%0.03%Q1 2014Q3 20143
Versor Investments LP 210.01%0.01%0.02%Q4 2021Q3 20223
FULLER & THALER ASSET MANAGEMENT, INC. 210.00%0.04%0.08%Q4 2015Q1 20183
HighPoint Advisor Group LLC 330.02%0.02%0.02%Q4 2023Q2 20243
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 330.00%0.00%0.00%Q2 2023Q4 20233
Ellevest, Inc. 330.00%0.00%0.00%Q3 2022Q1 20233
Origin Asset Management LLP 330.01%0.01%0.02%Q2 2014Q4 20143
COMMERCE BANK 110.00%0.00%0.00%Q2 2021Q2 20243
Blueshift Asset Management, LLC 110.02%0.03%0.04%Q2 2020Q3 20213
MERCER GLOBAL ADVISORS INC /ADV 330.00%0.00%0.00%Q4 2023Q2 20243
DUBUQUE BANK & TRUST CO 210.00%0.00%0.00%Q2 2015Q4 20173
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 330.00%0.00%0.00%Q4 2019Q2 20203
SECOR Capital Advisors, LP 210.01%0.24%0.40%Q1 2015Q4 20173
Glen Eagle Advisors, LLC 210.00%0.00%0.00%Q3 2022Q2 20243
Scoria Capital Partners LP 330.19%0.57%0.96%Q3 2015Q1 20163
Poehling Capital Management, INC. 330.00%0.00%0.00%Q4 2017Q2 20183
CARY STREET PARTNERS ASSET MANAGEMENT LLC 330.00%0.00%0.00%Q3 2022Q1 20233
American Research & Management Co. 330.00%0.00%0.00%Q2 2014Q4 20143
Jacobi Capital Management LLC 330.00%0.00%0.00%Q2 2016Q4 20163
Invictus RG 110.09%0.13%0.17%Q3 2016Q1 20183
PRINCIPAL SECURITIES, INC. 330.00%0.00%0.00%Q4 2023Q2 20243
Transamerica Financial Advisors, Inc. 330.00%0.00%0.00%Q4 2013Q2 20143
CREATIVE FINANCIAL DESIGNS INC /ADV 330.00%0.00%0.00%Q4 2023Q2 20243
Cerity Partners LLC 330.00%0.01%0.01%Q4 2023Q2 20243
Jupiter Investment Management Ltd 210.00%0.00%0.01%Q1 2017Q1 20183
Executive Wealth Management, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
CKW FINANCIAL GROUP 330.00%0.00%0.01%Q2 2021Q4 20213
Gotham Asset Management, LLC 330.01%0.01%0.01%Q3 2021Q1 20223
BREMER TRUST NATIONAL ASSOCIATION 330.43%0.58%0.74%Q2 2018Q4 20183
NBC SECURITIES, INC. 210.00%0.00%0.00%Q3 2023Q2 20243
Artemis Investment Management LLP 330.02%0.02%0.03%Q4 2014Q2 20153
Cornerstone Advisors, Inc. 330.00%0.00%0.00%Q1 2020Q3 20203
PRIVATE TRUST CO NA 330.00%0.00%0.00%Q4 2023Q2 20243
Sonora Investment Management, LLC 110.00%0.00%0.00%Q3 2015Q2 20203
WELD CAPITAL MANAGEMENT LLC 110.04%0.05%0.08%Q1 2019Q4 20203
C M BIDWELL & ASSOCIATES LTD 210.04%0.10%0.16%Q3 2016Q1 20183
TD ASSET MANAGEMENT INC 110.00%0.00%0.00%Q1 2014Q2 20243
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 330.08%0.11%0.12%Q4 2015Q2 20163
GAMMA Investing LLC 330.01%0.01%0.01%Q4 2023Q2 20243
Promethos Capital, LLC 330.01%0.01%0.01%Q4 2023Q2 20243
Indiana Trust & Investment Management Co 330.01%0.01%0.01%Q3 2023Q1 20243
Assured Investment Management LLC 110.00%0.00%0.01%Q1 2018Q1 20193
Arkadios Wealth Advisors 330.00%0.00%0.00%Q4 2020Q2 20213
OMERS ADMINISTRATION Corp 210.00%0.01%0.02%Q1 2014Q2 20243
Pathstone Holdings, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Diversified Trust Co 330.01%0.02%0.03%Q3 2021Q1 20223
Annis Gardner Whiting Capital Advisors, LLC 210.00%0.00%0.00%Q3 2023Q2 20243
Quantamental Technologies LLC 330.02%0.03%0.04%Q1 2019Q3 20193
Clarity Asset Management, Inc. 330.00%0.00%0.00%Q4 2023Q2 20243
First Bank & Trust 210.00%0.00%0.00%Q1 2019Q1 20203
FIRST QUADRANT LLC/CA 330.00%0.01%0.02%Q3 2014Q1 20153
Lingohr Asset Management GmbH 210.56%0.79%1.23%Q4 2018Q1 20223
Quantitative Systematic Strategies LLC 210.05%0.08%0.10%Q4 2015Q3 20173
MACKAY SHIELDS LLC 210.01%0.01%0.02%Q4 2019Q1 20213
Pineridge Advisors LLC 330.00%0.00%0.00%Q4 2023Q2 20243
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD 330.00%0.01%0.01%Q2 2013Q4 20133
DiNuzzo Private Wealth, Inc. 330.00%0.00%0.00%Q4 2023Q2 20243
CLINTON GROUP INC 220.02%0.03%0.05%Q4 2016Q1 20172
Boston Partners 220.00%0.00%0.00%Q2 2023Q3 20232
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.01%0.02%Q1 2018Q4 20212
NorthCoast Asset Management LLC 220.06%0.06%0.06%Q2 2013Q3 20132
KING LUTHER CAPITAL MANAGEMENT CORP 220.02%0.02%0.02%Q1 2024Q2 20242
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Phocas Financial Corp. 220.36%0.39%0.42%Q4 2015Q1 20162
Financial Gravity Asset Management, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
Alpha DNA Investment Management LLC 220.01%0.01%0.01%Q4 2020Q1 20212
Quadrature Capital Ltd 110.02%0.02%0.02%Q4 2016Q1 20242
CAPSTONE INVESTMENT ADVISORS, LLC 110.00%0.01%0.02%Q1 2017Q3 20232
Ledyard National Bank 220.01%0.01%0.01%Q4 2014Q1 20152
CX Institutional 110.00%0.00%0.00%Q2 2019Q2 20222
HARBOR CAPITAL ADVISORS, INC. 220.09%0.10%0.12%Q1 2024Q2 20242
1st Global Advisors, Inc. 220.04%0.05%0.06%Q3 2016Q4 20162
Raab & Moskowitz Asset Management LLC 110.00%0.00%0.00%Q3 2018Q4 20192
Pinkerton Retirement Specialists, LLC 110.00%0.35%0.70%Q4 2014Q4 20172
V Wealth Advisors LLC 110.04%0.11%0.18%Q1 2023Q3 20232
Wealthcare Advisory Partners LLC 220.01%0.01%0.01%Q1 2024Q2 20242
Point72 Hong Kong Ltd 110.00%0.01%0.01%Q4 2016Q2 20192
Skandinaviska Enskilda Banken AB (publ) 220.00%0.00%0.00%Q3 2021Q4 20212
CIBC Asset Management Inc 220.00%0.00%0.00%Q1 2024Q2 20242
HERNDON CAPITAL MANAGEMENT LLC 220.00%0.00%0.00%Q2 2016Q3 20162
Integrated Wealth Management 220.00%0.00%0.00%Q2 2016Q3 20162
Dorsey & Whitney Trust CO LLC 220.05%0.07%0.09%Q1 2024Q2 20242
CANANDAIGUA NATIONAL CORP 220.03%0.03%0.04%Q3 2021Q4 20212
Qtron Investments LLC 110.05%0.10%0.16%Q2 2019Q4 20212
B. Riley Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2014Q4 20142
Intersect Capital LLC 220.00%0.00%0.00%Q4 2014Q1 20152
Continuum Advisory, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Magnus Financial Group LLC 220.03%0.03%0.03%Q1 2020Q2 20202
FSC Wealth Advisors, LLC 220.04%0.05%0.06%Q1 2024Q2 20242
nVerses Capital, LLC 220.03%0.04%0.05%Q1 2024Q2 20242
Private Advisor Group, LLC 110.00%0.00%0.01%Q2 2020Q4 20212
ICA Group Wealth Management, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
BlueCrest Capital Management Ltd 110.01%0.02%0.03%Q1 2016Q1 20232
EntryPoint Capital, LLC 220.05%0.06%0.08%Q1 2024Q2 20242
NORTHERN TRUST CO OF CONNECTICUT 220.00%0.00%0.00%Q2 2013Q3 20132
Morse Asset Management, Inc 220.05%0.08%0.10%Q1 2024Q2 20242
FinTrust Capital Advisors, LLC 220.01%0.01%0.01%Q1 2022Q2 20222
PrairieView Partners, LLC 110.00%0.00%0.00%Q3 2021Q2 20222
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 220.00%0.00%0.00%Q4 2017Q1 20182
XPONANCE, INC. 220.00%0.00%0.00%Q1 2024Q2 20242
Dougherty Wealth Advisers LLC 110.00%0.00%0.00%Q4 2018Q2 20192
Y-Intercept (Hong Kong) Ltd 220.03%0.04%0.04%Q2 2023Q3 20232
UMB Bank, n.a. 220.00%0.00%0.00%Q1 2024Q2 20242
MONTAG A & ASSOCIATES INC 220.00%0.00%0.00%Q3 2022Q4 20222
SPOT TRADING L.L.C. 110.01%0.01%0.02%Q2 2017Q2 20172
Laurion Capital Management LP 110.00%0.00%0.00%Q1 2017Q2 20202
Rise Advisors, LLC 220.01%0.01%0.01%Q1 2024Q2 20242
CENTRAL TRUST Co 110.00%0.00%0.00%Q2 2013Q4 20222
HBK INVESTMENTS L P 220.00%0.00%0.00%Q2 2017Q3 20172
Kore Private Wealth LLC 220.00%0.00%0.00%Q1 2020Q2 20202
MATHER GROUP, LLC. 220.00%0.00%0.00%Q1 2024Q2 20242
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Milestone Investment Advisors LLC 110.00%0.00%0.00%Q1 2023Q3 20232
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 220.04%0.04%0.04%Q4 2015Q1 20162
MIRABELLA FINANCIAL SERVICES LLP 110.03%0.03%0.03%Q1 2022Q2 20232
MENTA CAPITAL LLC 220.03%0.08%0.12%Q3 2016Q4 20162
HIGHBRIDGE CAPITAL MANAGEMENT LLC 220.01%0.01%0.01%Q1 2017Q2 20172
Walleye Capital LLC 220.00%0.00%0.00%Q1 2024Q2 20242
DRIEHAUS CAPITAL MANAGEMENT LLC 220.10%0.12%0.14%Q4 2016Q1 20172
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q2 2022Q2 20242
Centiva Capital, LP 110.01%0.01%0.02%Q1 2023Q2 20242
Quest Partners LLC 220.04%0.12%0.21%Q1 2024Q2 20242
YCG, LLC 220.00%0.00%0.00%Q2 2013Q3 20132
McClarren Financial Advisors, Inc. 220.00%0.00%0.00%Q4 2022Q1 20232
Jump Financial, LLC 110.01%0.02%0.04%Q3 2023Q1 20242
NOMURA HOLDINGS INC 110.00%0.00%0.01%Q4 2012Q3 20142
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
Steward Financial Group LLC 110.00%0.00%0.00%Q2 2022Q3 20232
HENNESSY ADVISORS INC 220.02%0.04%0.06%Q2 2013Q3 20132
First Trust Direct Indexing L.P. 110.01%0.02%0.02%Q4 2020Q2 20242
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 220.00%0.00%0.00%Q3 2018Q4 20182
Prospera Financial Services Inc 220.00%0.00%0.00%Q1 2022Q2 20222
UniSuper Management Pty Ltd 220.01%0.01%0.01%Q1 2024Q2 20242
LANDAAS & CO /WI /ADV 220.00%0.00%0.00%Q3 2017Q4 20172
ROTHSCHILD INVESTMENT LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Charter Oak Capital Management, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 220.01%0.01%0.01%Q1 2024Q2 20242
NOMURA ASSET MANAGEMENT CO LTD 220.00%0.00%0.00%Q1 2024Q2 20242
DARK FOREST CAPITAL MANAGEMENT LP 110.03%0.03%0.03%Q1 2023Q1 20231
CANANDAIGUA NATIONAL BANK & TRUST CO 110.02%0.02%0.02%Q2 2024Q2 20241
Amalgamated Financial Corp. 110.01%0.01%0.01%Q1 2022Q1 20221
Daiwa Securities Group Inc. 110.00%0.00%0.00%Q4 2016Q4 20161
PACES FERRY WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
AXQ CAPITAL, LP 110.07%0.07%0.07%Q4 2023Q4 20231
Carmel Capital Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
SAC Capital Advisors LP 110.00%0.00%0.00%Q2 2013Q2 20131
Avidian Wealth Enterprises, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
Rotella Capital Management, Inc. 110.25%0.25%0.25%Q3 2015Q3 20151
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 110.06%0.06%0.06%Q2 2013Q2 20131
COBIZ WEALTH, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Barnett & Company, Inc. 110.02%0.02%0.02%Q3 2019Q3 20191
TWINBEECH CAPITAL LP 110.01%0.01%0.01%Q2 2022Q2 20221
Axim Planning & Wealth 110.02%0.02%0.02%Q3 2022Q3 20221
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Virtus Fund Advisers, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
361 CAPITAL LLC 110.29%0.29%0.29%Q1 2020Q1 20201
SPRING CREEK CAPITAL LLC 110.03%0.03%0.03%Q2 2018Q2 20181
EAM Global Investors LLC 110.42%0.42%0.42%Q4 2021Q4 20211
BLUE ARROW CAPITAL MANAGEMENT LLC 110.10%0.10%0.10%Q3 2015Q3 20151
Bremer Bank National Association 110.00%0.00%0.00%Q1 2019Q1 20191
MinichMacGregor Wealth Management, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
HOLLENCREST CAPITAL MANAGEMENT 110.00%0.00%0.00%Q1 2024Q1 20241
First Pacific Financial 110.00%0.00%0.00%Q2 2024Q2 20241
Horizon Investment Services, LLC 110.22%0.22%0.22%Q4 2014Q4 20141
Csenge Advisory Group 110.00%0.00%0.00%Q3 2018Q3 20181
Yorktown Management & Research Co Inc 110.11%0.11%0.11%Q4 2017Q4 20171
Parameter Capital Management LLC 111.42%1.42%1.42%Q2 2013Q2 20131
Legato Capital Management LLC 110.10%0.10%0.10%Q2 2024Q2 20241
ALPINE WOODS CAPITAL INVESTORS, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
DENALI ADVISORS LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Clearwater Capital Advisors, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Cetera Investment Advisers 110.00%0.00%0.00%Q1 2024Q1 20241
Atria Investments, Inc 110.01%0.01%0.01%Q2 2024Q2 20241
HighMark Wealth Management LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
SageView Advisory Group, LLC 110.15%0.15%0.15%Q1 2024Q1 20241
Philadelphia Financial Management of San Francisco, LLC 110.31%0.31%0.31%Q4 2020Q4 20201
Bayesian Capital Management, LP 110.05%0.05%0.05%Q4 2016Q4 20161
AlphaCrest Capital Management LLC 110.03%0.03%0.03%Q3 2022Q3 20221
BUCKHEAD CAPITAL MANAGEMENT LLC 110.09%0.09%0.09%Q1 2016Q1 20161
Redwood Investment Management, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Karp Capital Management Corp 110.00%0.00%0.00%Q1 2017Q1 20171
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q4 2022Q4 20221
RAINIER INVESTMENT MANAGEMENT LLC 110.10%0.10%0.10%Q2 2013Q2 20131
Otter Creek Advisors, LLC 114.33%4.33%4.33%Q4 2021Q4 20211
ONTARIO TEACHERS PENSION PLAN BOARD 110.01%0.01%0.01%Q4 2018Q4 20181
Ausdal Financial Partners, Inc. 110.01%0.01%0.01%Q4 2015Q4 20151
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Cornerstone Investment Partners, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
SHINE INVESTMENT ADVISORY SERVICES INC 110.00%0.00%0.00%Q3 2020Q3 20201
Tidal Investments LLC 110.01%0.01%0.01%Q2 2024Q2 20241
DEFINED WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
AE Wealth Management LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Asset Dedication, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
CAMG Solamere Management, LLC 110.15%0.15%0.15%Q4 2016Q4 20161
CVA Family Office, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Frazier Financial Advisors, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Capital Asset Advisory Services LLC 110.00%0.00%0.00%Q4 2020Q4 20201
EPG Wealth Management LLC 110.00%0.00%0.00%Q1 2020Q1 20201
SYMMETRY PEAK MANAGEMENT LLC 110.16%0.16%0.16%Q1 2016Q1 20161
Caitlin John, LLC 110.90%0.90%0.90%Q4 2023Q4 20231
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Weiss Multi-Strategy Advisers LLC 110.03%0.03%0.03%Q1 2017Q1 20171
Advisory Services Network, LLC 110.00%0.00%0.00%Q4 2023Q4 20231
NKCFO LLC 110.39%0.39%0.39%Q2 2024Q2 20241
HWG Holdings LP 110.63%0.63%0.63%Q4 2017Q4 20171
Quarry LP 110.00%0.00%0.00%Q2 2024Q2 20241
Parkwood LLC 110.03%0.03%0.03%Q4 2013Q4 20131
Julex Capital Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
USA FINANCIAL FORMULAS 110.10%0.10%0.10%Q4 2021Q4 20211
Quent Capital, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Financial Gravity Companies, Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
SRS Capital Advisors, Inc. 110.00%0.00%0.00%Q2 2024Q2 20241
Nicholas Investment Partners, LP 110.62%0.62%0.62%Q2 2024Q2 20241
High Net Worth Advisory Group LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Delpha Capital Management, LLC 110.06%0.06%0.06%Q4 2017Q4 20171
Ashton Thomas Private Wealth, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
INCEPTIONR LLC 110.09%0.09%0.09%Q1 2024Q1 20241
AXS Investments LLC 110.29%0.29%0.29%Q2 2024Q2 20241
Olympiad Research LP 110.15%0.15%0.15%Q2 2020Q2 20201
FJ Capital Management LLC 110.20%0.20%0.20%Q3 2023Q3 20231
COUNTRY TRUST BANK 110.00%0.00%0.00%Q3 2014Q3 20141
WBI INVESTMENTS, LLC 110.15%0.15%0.15%Q4 2017Q4 20171
COHEN & STEERS, INC. 110.00%0.00%0.00%Q2 2024Q2 20241
FORA Capital, LLC 110.05%0.05%0.05%Q2 2024Q2 20241
MQS Management LLC 110.33%0.33%0.33%Q4 2023Q4 20231
Pinnacle Bancorp, Inc. 110.00%0.00%0.00%Q1 2017Q1 20171
INTECH INVESTMENT MANAGEMENT LLC 110.02%0.02%0.02%Q2 2024Q2 20241
Segantii Capital Management Ltd 110.00%0.00%0.00%Q1 2017Q1 20171
Tradition Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 110.01%0.01%0.01%Q2 2024Q2 20241
Stonebridge Capital Advisors LLC 110.02%0.02%0.02%Q2 2024Q2 20241
SHERBROOKE PARK ADVISERS LLC 110.09%0.09%0.09%Q1 2024Q1 20241
AMP Capital Investors Ltd 110.00%0.00%0.00%Q4 2014Q4 20141
CHOREO, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
INNEALTA CAPITAL, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
McGlone Suttner Wealth Management, Inc. 110.00%0.00%0.00%Q4 2023Q4 20231
Azora Capital LP 111.22%1.22%1.22%Q1 2023Q1 20231
Colonial Trust Advisors 110.00%0.00%0.00%Q4 2022Q4 20221
Regal Investment Advisors LLC 110.00%0.00%0.00%Q3 2013Q3 20131
ADAGE CAPITAL PARTNERS GP, L.L.C. 110.01%0.01%0.01%Q2 2024Q2 20241
TOMPKINS FINANCIAL CORP 110.00%0.00%0.00%Q4 2020Q4 20201
Absolute Return Capital, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Clean Yield Group 110.00%0.00%0.00%Q1 2015Q1 20151
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
ANALYTIC INVESTORS, LLC 110.02%0.02%0.02%Q3 2014Q3 20141
Advisors Preferred, LLC 110.20%0.20%0.20%Q2 2017Q2 20171
NAVELLIER & ASSOCIATES INC 110.03%0.03%0.03%Q1 2013Q1 20131
Larson Financial Group LLC 110.00%0.00%0.00%Q2 2024Q2 20241
LEAVELL INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2010Q2 20101
Irish Life Investment Managers Ltd. 110.00%0.00%0.00%Q2 2013Q2 20131
PRIVATE CLIENT SERVICES, LLC 111.18%1.18%1.18%Q1 2024Q1 20241
Virtu KCG Holdings LLC 110.01%0.01%0.01%Q4 2016Q4 20161
COMERICA SECURITIES,INC. 110.00%0.00%0.00%Q4 2022Q4 20221
MOODY ALDRICH PARTNERS LLC 110.95%0.95%0.95%Q2 2024Q2 20241
SEI TRUST CO 110.00%0.00%0.00%Q2 2013Q2 20131
Smartleaf Asset Management LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Shellback Capital, LP 110.23%0.23%0.23%Q3 2015Q3 20151
Cambridge Investment Research Advisors, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Hodges Capital Management Inc. 110.55%0.55%0.55%Q2 2013Q2 20131
Alamar Capital Management, LLC 111.00%1.00%1.00%Q4 2020Q4 20201
Cape Investment Advisory, Inc. 110.00%0.00%0.00%Q4 2023Q4 20231
Davidson Capital Management Inc. 110.41%0.41%0.41%Q1 2022Q1 20221
Summit Global Investments 110.03%0.03%0.03%Q1 2022Q1 20221
DekaBank Deutsche Girozentrale 110.00%0.00%0.00%Q1 2022Q1 20221
PSI Advisors, LLC 110.00%0.00%0.00%Q1 2024Q1 20241
FIRST FINANCIAL CORP /IN/ 110.00%0.00%0.00%Q1 2017Q1 20171
Quantinno Capital Management LP 110.01%0.01%0.01%Q2 2024Q2 20241
EVERGREEN CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q2 2024Q2 20241
VIRGINIA RETIREMENT SYSTEM 110.01%0.01%0.01%Q1 2016Q1 20161
Gator Capital Management, LLC 111.16%1.16%1.16%Q4 2015Q4 20151
Summit Trail Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Mascoma Wealth Management LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Petrus Trust Company, LTA 110.04%0.04%0.04%Q2 2024Q2 20241
iSAM Funds (UK) Ltd 110.14%0.14%0.14%Q1 2024Q1 20241
OneDigital Investment Advisors LLC 110.01%0.01%0.01%Q2 2024Q2 20241
RITHOLTZ WEALTH MANAGEMENT 110.01%0.01%0.01%Q4 2021Q4 20211
AIGEN INVESTMENT MANAGEMENT, LP 110.00%0.00%0.00%Q4 2019Q4 20191
Hutchin Hill Capital, LP 110.03%0.03%0.03%Q3 2017Q3 20171
Measured Wealth Private Client Group, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Arlington Trust Co LLC 110.00%0.00%0.00%Q4 2023Q4 20231
McAdam, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 110.38%0.38%0.38%Q1 2024Q1 20241
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Watermark Asset Management, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
WEST BANCORPORATION INC 110.00%0.00%0.00%Q4 2019Q4 20191
Antonetti Capital Management LLC 110.00%0.00%0.00%Q4 2013Q4 20131
Corebridge Financial, Inc. 110.01%0.01%0.01%Q2 2024Q2 20241
OCCUDO QUANTITATIVE STRATEGIES LP 110.19%0.19%0.19%Q4 2022Q4 20221
Cowen Prime Services LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Bedel Financial Consulting, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
Corient Private Wealth LLC 110.00%0.00%0.00%Q2 2024Q2 20241
AVANTAX ADVISORY SERVICES, INC. 110.00%0.00%0.00%Q2 2024Q2 20241
Interchange Capital Partners, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
25 LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Mesirow Institutional Investment Management, Inc. 110.89%0.89%0.89%Q2 2024Q2 20241
Cordant, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
BOS Asset Management, LLC 110.10%0.10%0.10%Q2 2024Q2 20241
External links

This page lists all the filers that currently own PIPER JAFFRAY COS or have owned PIPER JAFFRAY COS in the past.