POOL CORP shareholder history

Current and past POOL CORP shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.00%0.02%Q2 2013Q3 2023115
Citadel Advisors 3030.00%0.00%0.03%Q2 2013Q3 202394
GOLDMAN SACHS GROUP INC 4240.00%0.00%0.03%Q1 2012Q3 202387
BARCLAYS PLC 42420.00%0.00%0.02%Q2 2013Q3 202386
Walleye Trading LLC 1510.00%0.01%0.04%Q1 2014Q3 202362
D. E. Shaw & Co., Inc. 1910.00%0.01%0.03%Q2 2013Q3 202361
WOLVERINE TRADING, LLC 910.00%0.00%0.01%Q2 2016Q3 202352
JANE STREET GROUP, LLC 1610.00%0.00%0.01%Q2 2014Q3 202347
Parallax Volatility Advisers, L.P. 1410.00%0.00%0.01%Q2 2013Q3 202346
TEXAS PERMANENT SCHOOL FUND CORP 43430.02%0.05%0.18%Q1 2013Q3 202343
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.01%Q2 2013Q3 202343
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.01%Q2 2013Q3 202343
CREDIT SUISSE AG/ 43430.00%0.01%0.03%Q1 2013Q3 202343
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 43430.01%0.02%0.05%Q1 2013Q3 202343
HUNTINGTON NATIONAL BANK 3670.00%0.00%0.00%Q1 2009Q3 202343
HANCOCK WHITNEY CORP 42420.30%0.70%1.45%Q2 2013Q3 202342
Swiss National Bank 42420.01%0.02%0.05%Q2 2013Q3 202342
EULAV Asset Management 42420.07%0.73%1.93%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.01%0.02%0.04%Q2 2013Q3 202342
STATE OF WISCONSIN INVESTMENT BOARD 42420.00%0.02%0.05%Q2 2013Q3 202342
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 42420.01%0.03%0.12%Q2 2013Q3 202342
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 42420.01%0.02%0.05%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 42420.06%0.15%0.33%Q2 2013Q3 202342
ROYCE & ASSOCIATES LP 42420.18%0.24%0.35%Q2 2013Q3 202342
UBS ASSET MANAGEMENT AMERICAS INC 42420.00%0.01%0.04%Q2 2013Q3 202342
RICE HALL JAMES & ASSOCIATES, LLC 42420.07%1.30%2.76%Q2 2013Q3 202342
Neuberger Berman Group LLC 42420.19%0.38%0.66%Q2 2013Q3 202342
AMERICAN INTERNATIONAL GROUP, INC. 42420.01%0.03%0.12%Q2 2013Q3 202342
RHUMBLINE ADVISERS 42420.01%0.03%0.06%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 42420.00%0.02%0.05%Q2 2013Q3 202342
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 42420.02%0.03%0.05%Q2 2013Q3 202342
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 42420.62%1.37%2.59%Q2 2013Q3 202342
NEW YORK STATE COMMON RETIREMENT FUND 42420.01%0.02%0.03%Q2 2013Q3 202342
VILLERE ST DENIS J & CO LLC 42423.75%5.34%7.70%Q2 2013Q3 202342
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 42420.01%0.03%0.10%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.01%0.04%0.08%Q2 2013Q3 202342
REGIONS FINANCIAL CORP 42420.01%0.03%0.09%Q2 2013Q3 202342
PRICE T ROWE ASSOCIATES INC /MD/ 42420.01%0.03%0.05%Q2 2013Q3 202342
TimesSquare Capital Management, LLC 42420.24%0.56%1.38%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.04%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.01%0.03%0.04%Q2 2013Q3 202342
NISA INVESTMENT ADVISORS, LLC 42420.01%0.03%0.06%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.01%0.03%Q2 2013Q3 202342
ALLIANCEBERNSTEIN L.P. 42420.01%0.04%0.07%Q2 2013Q3 202342
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42420.01%0.03%0.05%Q2 2013Q3 202342
FMR LLC 42420.00%0.01%0.02%Q2 2013Q3 202342
WASATCH ADVISORS LP 42420.22%0.75%1.36%Q2 2013Q3 202342
VANGUARD GROUP INC 42420.01%0.03%0.06%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.00%0.03%0.12%Q2 2013Q3 202342
GEODE CAPITAL MANAGEMENT, LLC 42420.01%0.02%0.06%Q2 2013Q3 202342
WEIK CAPITAL MANAGEMENT 42420.23%0.54%1.03%Q2 2013Q3 202342
ProShare Advisors LLC 42420.00%0.01%0.04%Q2 2013Q3 202342
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 42420.00%0.01%0.01%Q2 2013Q3 202342
STATE STREET CORP 42420.01%0.02%0.05%Q2 2013Q3 202342
METROPOLITAN LIFE INSURANCE CO/NY 42420.01%0.03%0.06%Q2 2013Q3 202342
THRIVENT FINANCIAL FOR LUTHERANS 42420.00%0.01%0.04%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.01%Q2 2013Q3 202342
Invesco Ltd. 42420.02%0.05%0.13%Q2 2013Q3 202342
Fisher Asset Management, LLC 42420.04%0.09%0.14%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 42420.02%0.04%0.10%Q2 2013Q3 202342
PRUDENTIAL FINANCIAL INC 42420.01%0.02%0.05%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.03%0.05%Q2 2013Q3 202342
PRINCIPAL FINANCIAL GROUP INC 42420.01%0.02%0.04%Q2 2013Q3 202342
KING LUTHER CAPITAL MANAGEMENT CORP 42420.01%0.10%0.34%Q2 2013Q3 202342
VOYA INVESTMENT MANAGEMENT LLC 42420.00%0.04%0.10%Q2 2013Q3 202342
GILDER GAGNON HOWE & CO LLC 42420.38%0.84%1.94%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.01%0.04%0.08%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.01%0.02%0.04%Q2 2013Q3 202342
BlackRock Inc. 42420.00%0.02%0.06%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.01%0.02%0.08%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.01%0.02%Q2 2013Q3 202342
MILLENNIUM MANAGEMENT LLC 1520.00%0.02%0.06%Q3 2013Q3 202341
BNP PARIBAS FINANCIAL MARKETS 3560.00%0.01%0.03%Q2 2013Q3 202341
LOOMIS SAYLES & CO L P 41410.03%0.07%0.15%Q2 2013Q2 202341
BRANT POINT INVESTMENT MANAGEMENT LLC 3730.10%0.80%1.68%Q2 2013Q3 202341
DEUTSCHE BANK AG\ 41410.00%0.02%0.07%Q3 2013Q3 202341
Ameritas Investment Partners, Inc. 41410.01%0.06%0.17%Q3 2013Q3 202341
NORGES BANK 3720.00%0.02%0.04%Q2 2012Q4 202241
FIRST TRUST ADVISORS LP 3830.00%0.02%0.08%Q2 2013Q3 202341
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 3650.01%0.01%0.02%Q2 2013Q3 202341
Arizona State Retirement System 3380.02%0.04%0.06%Q1 2013Q3 202341
Copeland Capital Management, LLC 41410.01%1.22%2.64%Q3 2013Q3 202341
AMALGAMATED BANK 40400.02%0.05%0.12%Q4 2013Q3 202340
Louisiana State Employees Retirement System 40400.02%0.06%0.16%Q4 2013Q3 202340
ROYAL BANK OF CANADA 3540.00%0.00%0.01%Q2 2013Q3 202340
AQR Capital Management 3610.00%0.01%0.03%Q4 2012Q3 202340
GREAT WEST LIFE ASSURANCE CO /CAN/ 40400.00%0.02%0.05%Q4 2013Q3 202340
COMERICA BANK 3910.02%0.03%0.07%Q2 2013Q3 202340
PANAGORA ASSET MANAGEMENT INC 3720.00%0.01%0.03%Q2 2013Q3 202339
PROFUND ADVISORS LLC 3630.01%0.03%0.06%Q2 2013Q3 202339
STIFEL FINANCIAL CORP 39390.00%0.02%0.04%Q1 2014Q3 202339
GW&K Investment Management, LLC 38380.01%0.20%0.62%Q2 2014Q3 202338
FDx Advisors, Inc. 38380.01%0.04%0.09%Q1 2014Q2 202338
Nuveen Asset Management, LLC 23150.01%0.02%0.05%Q4 2013Q3 202338
Legal & General Group Plc 37370.00%0.02%0.06%Q3 2014Q3 202337
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202337
Personal Capital Advisors Corp 37370.20%0.40%0.88%Q4 2013Q4 202237
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2820.00%0.00%0.01%Q4 2013Q3 202337
DF DENT & CO INC 36360.01%0.01%0.02%Q4 2014Q3 202336
MV CAPITAL MANAGEMENT, INC. 36360.00%0.00%0.01%Q4 2014Q3 202336
HighTower Advisors, LLC 27270.00%0.00%0.01%Q1 2017Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.00%0.02%0.04%Q2 2013Q1 202236
TEACHER RETIREMENT SYSTEM OF TEXAS 22140.00%0.01%0.09%Q2 2013Q3 202336
Diligent Investors, LLC 36360.64%0.97%1.28%Q4 2014Q3 202336
SG Americas Securities, LLC 2710.00%0.01%0.04%Q2 2013Q3 202336
Zurcher Kantonalbank (Zurich Cantonalbank) 35350.00%0.01%0.04%Q1 2015Q3 202335
SEI INVESTMENTS CO 3410.00%0.04%0.08%Q4 2014Q3 202335
ATLANTA CAPITAL MANAGEMENT CO L L C 35350.10%0.40%0.75%Q1 2014Q3 202235
VICTORY CAPITAL MANAGEMENT INC 34340.00%0.03%0.13%Q2 2015Q3 202334
Tower Research Capital LLC (TRC) 1420.00%0.02%0.11%Q3 2013Q3 202334
BESSEMER GROUP INC 1710.00%0.01%0.16%Q4 2014Q3 202334
DekaBank Deutsche Girozentrale 20140.00%0.03%0.11%Q4 2014Q3 202334
Private Advisor Group, LLC 2240.00%0.02%0.05%Q2 2014Q3 202333
Versant Capital Management, Inc 33330.00%0.01%0.02%Q4 2015Q4 202333
EAGLE ASSET MANAGEMENT INC 33330.02%0.76%1.44%Q3 2015Q3 202333
GREAT LAKES ADVISORS, LLC 33330.01%0.02%0.05%Q3 2015Q3 202333
BLAIR WILLIAM & CO/IL 33330.01%0.37%1.06%Q3 2015Q3 202333
ENVESTNET ASSET MANAGEMENT INC 2010.00%0.02%0.06%Q4 2014Q3 202333
Gemmer Asset Management LLC 33330.00%0.01%0.01%Q1 2014Q1 202233
Prospect Capital Advisors, LLC 32321.35%4.98%8.19%Q4 2015Q3 202332
Handelsbanken Fonder AB 32320.28%1.13%2.18%Q4 2015Q3 202332
Employees Retirement System of Texas 3020.02%0.05%0.07%Q2 2013Q2 202232
Handelsinvest Investeringsforvaltning 32321.82%3.11%4.66%Q4 2015Q3 202332
FIFTH THIRD BANCORP 2040.00%0.00%0.00%Q4 2013Q3 202332
PEAK6 Investments LLC 1220.00%0.01%0.07%Q1 2019Q2 202332
Creative Planning 2210.00%0.00%0.01%Q4 2013Q3 202332
AMERICAN CENTURY COMPANIES INC 2710.00%0.02%0.10%Q2 2013Q3 202332
Renaissance Technologies 910.00%0.03%0.15%Q2 2013Q3 202331
MACQUARIE GROUP LTD 1810.00%0.05%0.26%Q2 2013Q3 202331
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 31310.02%0.06%0.17%Q1 2016Q3 202331
SECURIAN ASSET MANAGEMENT, INC 31310.01%0.02%0.04%Q1 2016Q3 202331
ACADIAN ASSET MANAGEMENT LLC 2830.00%0.03%0.30%Q4 2015Q3 202331
GLENMEDE TRUST CO NA 2740.00%0.00%0.00%Q1 2014Q3 202331
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 31310.03%0.04%0.08%Q1 2016Q3 202331
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 31310.01%0.02%0.05%Q1 2016Q3 202331
FEDERATED HERMES, INC. 2320.00%0.01%0.02%Q2 2013Q3 202331
CAMBRIDGE TRUST CO 31310.01%0.05%0.10%Q1 2016Q3 202331
STATE OF MICHIGAN RETIREMENT SYSTEM 31310.01%0.02%0.04%Q1 2016Q3 202331
QUADRANT CAPITAL GROUP LLC 31310.00%0.01%0.02%Q1 2016Q3 202331
Retirement Systems of Alabama 31310.02%0.06%0.14%Q1 2016Q3 202331
KEYBANK NATIONAL ASSOCIATION/OH 2740.00%0.01%0.01%Q4 2012Q3 202331
MASON STREET ADVISORS, LLC 31310.00%0.06%0.14%Q2 2013Q4 202031
SIGNATUREFD, LLC 2380.00%0.01%0.01%Q4 2014Q3 202331
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 31310.01%0.02%0.08%Q1 2016Q3 202331
ALPS ADVISORS INC 1420.00%0.01%0.03%Q1 2014Q2 202330
BARINGS LLC 30300.01%0.04%0.11%Q2 2013Q3 202030
OAK RIDGE INVESTMENTS LLC 2910.05%1.34%2.29%Q2 2013Q3 202230
COLDSTREAM CAPITAL MANAGEMENT INC 2330.01%0.06%0.15%Q3 2015Q3 202330
Utah Retirement Systems 30300.02%0.03%0.05%Q2 2016Q3 202330
Allianz Asset Management GmbH 2910.00%0.04%0.12%Q4 2015Q3 202330
IFP Advisors, Inc 1720.00%0.00%0.00%Q4 2015Q3 202330
Echo Street Capital Management LLC 2010.03%0.68%1.46%Q3 2014Q3 202330
TD ASSET MANAGEMENT INC 1610.00%0.01%0.03%Q2 2013Q3 202330
TCI Wealth Advisors, Inc. 30300.00%0.01%0.01%Q4 2015Q1 202330
NORDEA INVESTMENT MANAGEMENT AB 18110.00%0.01%0.03%Q1 2015Q3 202329
Conestoga Capital Advisors, LLC 29290.02%0.29%0.58%Q3 2016Q3 202329
CONGRESS ASSET MANAGEMENT CO /MA 29290.01%1.28%1.61%Q3 2016Q3 202329
LPL Financial LLC 29290.00%0.00%0.01%Q3 2016Q3 202329
Paloma Partners Management Co 1210.00%0.03%0.23%Q2 2013Q3 202329
C M BIDWELL & ASSOCIATES LTD 2630.00%0.03%0.46%Q4 2015Q3 202329
State of Tennessee, Treasury Department 2010.01%0.02%0.04%Q3 2013Q3 202329
M&T BANK CORP 2540.00%0.00%0.01%Q3 2014Q3 202329
TUDOR INVESTMENT CORP ET AL 610.00%0.03%0.08%Q3 2014Q3 202329
Cubist Systematic Strategies, LLC 1310.00%0.04%0.11%Q1 2015Q3 202329
CAMPBELL NEWMAN ASSET MANAGEMENT INC 29290.04%0.19%0.33%Q3 2016Q3 202329
Baird Financial Group, Inc. 28280.21%0.31%0.41%Q4 2016Q3 202328
WADDELL & REED FINANCIAL INC 28280.03%0.09%0.15%Q2 2013Q1 202028
D.A. DAVIDSON & CO. 2010.00%0.00%0.01%Q2 2013Q4 202028
Russell Investments Group, Ltd. 28280.02%0.03%0.04%Q4 2016Q3 202328
J.P. Morgan Private Wealth Advisors LLC 2710.00%0.01%0.01%Q4 2015Q3 202328
First Bank & Trust 28280.12%0.26%0.41%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.00%0.02%0.04%Q4 2016Q3 202328
OPPENHEIMER ASSET MANAGEMENT INC. 27270.03%0.06%0.10%Q1 2017Q3 202327
NEXT Financial Group, Inc 14130.00%0.02%0.07%Q3 2014Q4 202127
First Horizon Advisors, Inc. 1840.00%0.01%0.02%Q3 2013Q3 202327
Cambridge Investment Research Advisors, Inc. 2510.00%0.01%0.01%Q4 2015Q3 202327
JANUS HENDERSON GROUP PLC 27270.00%0.01%0.04%Q1 2017Q3 202327
KDI CAPITAL PARTNERS LLC 27271.86%3.27%7.92%Q2 2013Q4 201927
Quantbot Technologies LP 1110.00%0.05%0.20%Q2 2014Q2 202327
LOGAN CAPITAL MANAGEMENT INC 27270.03%0.28%0.61%Q1 2017Q3 202327
INTRUST BANK NA 27270.12%0.22%0.32%Q1 2017Q3 202327
Atria Investments, Inc 27270.01%0.05%0.10%Q1 2017Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.02%Q2 2013Q4 201927
Aperio Group, LLC 27270.00%0.01%0.03%Q2 2014Q4 202027
World Asset Management Inc 2150.01%0.02%0.06%Q2 2013Q3 202126
WATERS PARKERSON & CO., LLC 2510.02%0.05%0.09%Q2 2013Q3 202326
Pacer Advisors, Inc. 1330.00%0.05%0.13%Q2 2016Q3 202326
RMB Capital Management, LLC 26260.08%0.38%0.75%Q2 2017Q3 202326
PineBridge Investments, L.P. 15110.00%0.04%0.18%Q2 2013Q3 202326
CWM, LLC 1880.00%0.00%0.00%Q1 2017Q3 202326
TWO SIGMA INVESTMENTS, LP 410.00%0.01%0.06%Q3 2014Q3 202326
Crossmark Global Holdings, Inc. 2510.01%0.03%0.10%Q3 2016Q3 202326
FRANKLIN RESOURCES INC 25250.00%0.00%0.01%Q3 2017Q3 202325
Hexavest Inc. 25250.00%0.00%0.01%Q1 2014Q1 202025
EARNEST PARTNERS LLC 2410.00%0.00%0.00%Q4 2016Q3 202325
HSBC HOLDINGS PLC 25250.00%0.02%0.05%Q3 2017Q3 202325
Raymond James Financial Services Advisors, Inc. 1960.00%0.01%0.02%Q1 2016Q3 202325
Waratah Capital Advisors Ltd. 710.01%1.07%4.55%Q2 2013Q3 202325
STRS OHIO 1220.00%0.01%0.04%Q2 2013Q1 202225
K.J. Harrison & Partners Inc 1330.06%0.27%0.57%Q4 2014Q2 202325
TORRAY INVESTMENT PARTNERS LLC 25250.05%0.30%0.84%Q3 2017Q3 202325
SYNOVUS FINANCIAL CORP 25250.01%0.03%0.04%Q3 2017Q3 202325
MML INVESTORS SERVICES, LLC 25250.01%0.01%0.02%Q3 2017Q3 202325
Advisory Services Network, LLC 1310.00%0.01%0.02%Q3 2015Q1 202325
Janney Montgomery Scott LLC 24240.02%0.03%0.06%Q4 2017Q3 202324
NATIXIS ADVISORS, L.P. 24240.02%0.05%0.17%Q4 2017Q3 202324
TEACHERS ADVISORS, LLC 24240.01%0.01%0.04%Q2 2013Q1 201924
Municipal Employees' Retirement System of Michigan 1860.04%0.07%0.11%Q1 2014Q1 202024
CIBC Asset Management Inc 2310.00%0.01%0.02%Q1 2014Q3 202324
HL FINANCIAL SERVICES LLC 24240.02%0.02%0.02%Q2 2013Q1 201924
LS Investment Advisors, LLC 24240.01%0.02%0.05%Q2 2015Q1 202124
CROWN ADVISORS MANAGEMENT, INC. 24243.10%4.11%5.81%Q4 2017Q3 202324
Smithfield Trust Co 24240.00%0.00%0.01%Q4 2017Q3 202324
TIAA CREF INVESTMENT MANAGEMENT LLC 24240.01%0.01%0.02%Q2 2013Q1 201924
SHELTON CAPITAL MANAGEMENT 1720.01%0.03%0.04%Q4 2013Q3 202024
BOKF, NA 1610.00%0.01%0.03%Q2 2017Q3 202324
CANADA PENSION PLAN INVESTMENT BOARD 1440.00%0.00%0.02%Q3 2013Q4 202224
State of Alaska, Department of Revenue 24240.01%0.02%0.03%Q4 2017Q3 202324
MARTINGALE ASSET MANAGEMENT L P 14100.00%0.04%0.19%Q2 2015Q4 202124
MetLife Investment Management, LLC 24240.03%0.04%0.08%Q4 2017Q3 202324
CENTRAL TRUST Co 1020.00%0.01%0.04%Q1 2014Q3 202324
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 24240.03%0.06%0.13%Q4 2017Q3 202324
PUBLIC SECTOR PENSION INVESTMENT BOARD 12110.01%0.02%0.04%Q2 2013Q3 202323
CAPTRUST FINANCIAL ADVISORS 1580.01%0.03%0.11%Q4 2017Q3 202323
COMMERCE BANK 23230.00%0.03%0.05%Q1 2018Q3 202323
Man Group plc 23230.01%0.08%0.26%Q1 2018Q3 202323
Treasurer of the State of North Carolina 23230.01%0.03%0.04%Q1 2018Q3 202323
MGO ONE SEVEN LLC 2120.02%0.14%0.21%Q4 2017Q3 202323
Capital World Investors 23230.01%0.02%0.03%Q1 2018Q3 202323
LINCOLN NATIONAL CORP 23230.01%0.07%0.13%Q1 2018Q3 202323
LORD, ABBETT & CO. LLC 1010.01%0.11%0.21%Q2 2013Q2 202323
Mount Yale Investment Advisors, LLC 23230.08%0.12%0.15%Q1 2018Q3 202323
Steward Partners Investment Advisory, LLC 1850.00%0.01%0.04%Q3 2017Q3 202323
Gotham Asset Management, LLC 410.00%0.04%0.22%Q2 2013Q3 202322
Catalyst Capital Advisors LLC 1110.00%0.06%0.31%Q1 2016Q2 202322
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1520.00%0.01%0.04%Q2 2013Q3 202322
LAZARD ASSET MANAGEMENT LLC 1310.00%0.01%0.05%Q2 2016Q2 202322
TOCQUEVILLE ASSET MANAGEMENT L.P. 1530.00%0.01%0.02%Q4 2016Q3 202222
MAI Capital Management 22220.03%0.05%0.06%Q1 2017Q2 202222
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 22220.02%0.07%0.16%Q2 2018Q3 202322
Artemis Investment Management LLP 22220.12%0.83%1.81%Q2 2018Q3 202322
LOS ANGELES CAPITAL MANAGEMENT LLC 22220.11%0.26%0.55%Q1 2017Q2 202222
Nippon Life Global Investors Americas, Inc. 1570.02%0.21%0.38%Q3 2017Q2 202322
WINTON GROUP Ltd 1830.02%0.11%0.28%Q1 2018Q3 202321
Squarepoint Ops LLC 820.00%0.03%0.14%Q1 2016Q3 202321
DRIEHAUS CAPITAL MANAGEMENT LLC 2010.01%0.10%0.19%Q4 2015Q2 202121
Skylands Capital, LLC 21210.00%0.00%0.01%Q2 2013Q2 201821
Tradewinds Capital Management, LLC 21210.01%0.01%0.01%Q1 2017Q1 202221
TWO SIGMA SECURITIES, LLC 880.01%0.03%0.11%Q4 2021Q3 202321
PDT Partners, LLC 710.01%0.21%0.61%Q2 2013Q2 202221
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.02%Q3 2018Q3 202321
Symmetry Partners, LLC 21210.02%0.06%0.09%Q4 2018Q4 202321
FRED ALGER MANAGEMENT, LLC 1730.00%0.02%0.06%Q3 2014Q2 202320
FIL Ltd 20200.00%0.04%0.06%Q4 2018Q3 202320
Epoch Investment Partners, Inc. 1640.01%0.04%0.06%Q2 2018Q3 202320
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 1280.00%0.01%0.02%Q1 2013Q3 202320
American Portfolios Advisors 20200.02%0.03%0.04%Q4 2017Q3 202220
Aptus Capital Advisors, LLC 20200.04%0.13%0.29%Q4 2018Q3 202320
CHILTON INVESTMENT CO INC. 20200.10%1.62%2.84%Q4 2018Q3 202320
EATON VANCE MANAGEMENT 20200.00%0.02%0.04%Q4 2017Q3 202220
PEAK6 Group LLC 510.00%0.00%0.02%Q2 2013Q4 201720
Larson Financial Group LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
TOWNSQUARE CAPITAL LLC 20200.06%0.11%0.18%Q4 2018Q3 202320
THOMPSON DAVIS & CO., INC. 20200.01%0.03%0.06%Q4 2013Q3 201820
Front Row Advisors LLC 20200.00%0.01%0.01%Q1 2018Q4 202220
Zions Bancorporation, N.A. 20200.01%0.01%0.02%Q4 2018Q3 202320
BAHL & GAYNOR INC 1550.00%0.02%0.05%Q3 2017Q3 202320
Riverview Trust Co 20200.04%0.11%0.19%Q4 2018Q3 202320
MASSMUTUAL TRUST CO FSB/ADV 1320.00%0.00%0.00%Q1 2016Q4 202320
MEEDER ASSET MANAGEMENT INC 1410.00%0.01%0.03%Q4 2015Q3 202320
Advisors Capital Management, LLC 20200.02%0.21%0.43%Q4 2018Q3 202320
Sepio Capital, LP 20200.02%0.06%0.09%Q4 2018Q3 202320
THOROUGHBRED FINANCIAL SERVICES, LLC 20200.06%0.10%0.15%Q4 2018Q3 202320
Forward Management, LLC 19190.03%0.08%0.14%Q1 2014Q3 201819
abrdn plc 19190.04%0.16%0.26%Q1 2019Q3 202319
HWG Holdings LP 620.01%0.45%2.04%Q3 2018Q4 202319
FARMERS & MERCHANTS INVESTMENTS INC 19190.00%0.00%0.00%Q1 2019Q3 202319
YorkBridge Wealth Partners, LLC 1090.04%0.07%0.11%Q1 2017Q4 202219
Chicago Capital, LLC 1450.01%0.04%0.18%Q1 2018Q3 202319
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 19190.05%0.08%0.11%Q3 2014Q1 201919
OLD NATIONAL BANCORP /IN/ 19190.01%0.01%0.02%Q1 2019Q3 202319
Covenant Partners, LLC 19190.11%0.21%0.37%Q1 2019Q3 202319
DUPONT CAPITAL MANAGEMENT CORP 19190.00%0.02%0.05%Q4 2018Q2 202319
BROWN BROTHERS HARRIMAN & CO 1110.00%0.19%1.41%Q2 2016Q3 202319
COLUMBIA WANGER ASSET MANAGEMENT LLC 19190.08%0.57%0.90%Q2 2013Q4 201719
Aureus Asset Management, LLC 19190.04%0.05%0.06%Q1 2019Q3 202319
CIGNA INVESTMENTS INC /NEW 1270.02%0.05%0.16%Q4 2016Q1 202219
FULLER & THALER ASSET MANAGEMENT, INC. 1010.00%0.00%0.01%Q2 2013Q3 202319
Private Capital Group, LLC 19190.00%0.00%0.01%Q4 2017Q2 202219
FIRST HAWAIIAN BANK 1530.01%0.09%0.20%Q3 2018Q3 202318
Lindbrook Capital, LLC 1350.00%0.00%0.01%Q4 2018Q3 202318
Rockefeller Capital Management L.P. 18180.00%0.01%0.03%Q1 2019Q2 202318
BENJAMIN F. EDWARDS & COMPANY, INC. 1710.00%0.00%0.00%Q3 2018Q3 202318
GSA CAPITAL PARTNERS LLP 1210.01%0.08%0.21%Q4 2014Q1 202318
Impax Asset Management Group plc 18180.41%0.70%1.05%Q3 2018Q4 202218
KENNEDY CAPITAL MANAGEMENT LLC 1440.01%0.09%0.31%Q3 2017Q3 202318
SHELL ASSET MANAGEMENT CO 18180.00%0.02%0.04%Q2 2019Q3 202318
CREDIT AGRICOLE S A 1010.00%0.00%0.03%Q2 2013Q3 202318
People's United Financial, Inc. 1530.00%0.04%0.43%Q4 2016Q2 202118
Ellis Investment Partners, LLC 18180.06%0.08%0.10%Q2 2019Q3 202318
Daiwa Securities Group Inc. 1220.00%0.01%0.01%Q2 2015Q3 202318
VIRGINIA RETIREMENT SYSTEMS ET AL 1510.00%0.07%0.33%Q4 2016Q1 202318
Lombard Odier Asset Management (Switzerland) SA 18180.62%1.27%2.52%Q3 2017Q4 202118
CAPSTONE INVESTMENT ADVISORS, LLC 610.00%0.00%0.01%Q3 2016Q3 202318
SUNTRUST BANKS INC 1440.00%0.01%0.02%Q2 2013Q3 201918
Nationwide Fund Advisors 18180.01%0.08%0.20%Q2 2013Q3 201718
HM PAYSON & CO 18180.00%0.00%0.02%Q2 2019Q3 202318
Vestmark Advisory Solutions, Inc. 1530.15%0.33%0.53%Q1 2019Q3 202318
Asset Management One Co., Ltd. 1410.00%0.03%0.06%Q3 2018Q3 202318
Hills Bank & Trust Co 18180.04%0.06%0.08%Q2 2019Q3 202318
OppenheimerFunds, Inc. 1440.00%0.07%0.12%Q1 2013Q1 201918
RAYMOND JAMES TRUST N.A. 1430.01%0.02%0.03%Q2 2019Q3 202317
Mitsubishi UFJ Trust & Banking Corp 17170.00%0.03%0.06%Q3 2019Q3 202317
FIRST MERCHANTS CORP 17170.07%0.13%0.20%Q3 2019Q3 202317
NumerixS Investment Technologies Inc 1020.01%0.06%0.12%Q4 2015Q2 202017
RIVERHEAD CAPITAL MANAGEMENT LLC 17170.00%0.03%0.07%Q3 2015Q3 201917
CAPSTONE ASSET MANAGEMENT CO 17170.01%0.03%0.04%Q2 2013Q2 201717
BANK OF NOVA SCOTIA 17170.00%0.02%0.12%Q3 2019Q3 202317
Mitsubishi UFJ Asset Management Co., Ltd. 17170.01%0.03%0.04%Q3 2019Q3 202317
PARK AVENUE SECURITIES LLC 1610.01%0.01%0.03%Q1 2019Q3 202317
Global Retirement Partners, LLC 1070.00%0.00%0.01%Q2 2019Q3 202317
Resource Management, LLC 17170.05%0.08%0.12%Q4 2017Q4 202117
Eventide Asset Management 17171.11%1.53%1.86%Q3 2019Q3 202317
Dynamic Technology Lab Private Ltd 410.03%0.18%0.62%Q4 2012Q3 202317
Select Equity Group, L.P. 1520.02%1.06%1.71%Q2 2017Q3 202317
BOSTON ADVISORS LLC 17170.01%0.23%0.54%Q2 2013Q2 201717
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 17170.00%0.00%0.00%Q1 2018Q1 202217
Anchor Investment Management, LLC 17170.00%0.01%0.02%Q4 2019Q4 202317
MARSHALL WACE, LLP 310.00%0.04%0.18%Q1 2014Q3 202317
AXA S.A. 17170.00%0.08%0.23%Q3 2019Q3 202317
CI INVESTMENTS INC. 17170.00%0.01%0.04%Q3 2019Q3 202317
Advisors Asset Management, Inc. 1340.00%0.01%0.01%Q1 2016Q3 202317
BNP Paribas Asset Management Holding S.A. 1240.00%0.06%0.12%Q3 2018Q3 202316
EDGE ASSET MANAGEMENT, INC 16160.05%0.11%0.15%Q2 2013Q1 201716
Qube Research & Technologies Ltd 910.00%0.05%0.12%Q2 2018Q3 202316
Robeco Institutional Asset Management B.V. 1030.00%0.02%0.12%Q1 2017Q3 202316
Penobscot Investment Management Company, Inc. 16160.04%0.33%0.49%Q4 2019Q3 202316
Zebra Capital Management LLC 610.18%0.42%0.74%Q2 2013Q2 201916
Argent Trust Co 1420.02%0.03%0.04%Q2 2019Q3 202316
FORT, L.P. 16160.13%0.39%0.60%Q3 2018Q2 202216
Sumitomo Mitsui Trust Holdings, Inc. 16160.00%0.02%0.04%Q4 2019Q3 202316
Vident Investment Advisory, LLC 830.01%0.03%0.05%Q3 2017Q2 202316
Aubrey Capital Management Ltd 16161.53%2.53%3.99%Q3 2019Q2 202316
TRUIST FINANCIAL CORP 16160.01%0.02%0.02%Q4 2019Q3 202316
SCOPUS ASSET MANAGEMENT, L.P. 840.02%0.32%1.07%Q1 2020Q3 202316
CENTAURUS FINANCIAL, INC. 1510.00%0.25%0.72%Q2 2018Q3 202316
Archer Investment Corp 970.01%0.01%0.01%Q3 2019Q3 202316
Ensign Peak Advisors, Inc 16160.03%0.08%0.18%Q4 2019Q3 202316
AVIVA PLC 16160.01%0.05%0.12%Q4 2019Q3 202316
Cornerstone Advisors, Inc. 1420.00%0.00%0.00%Q1 2014Q2 201916
Impax Asset Management LTD 16160.69%1.33%2.19%Q3 2014Q2 201816
Jefferies Group LLC 610.00%0.01%0.05%Q2 2016Q3 202216
WESBANCO BANK INC 1310.01%0.02%0.04%Q2 2013Q3 202016
Geneos Wealth Management Inc. 1410.00%0.00%0.01%Q4 2018Q3 202316
UNITED CAPITAL FINANCIAL ADVISORS, LLC 1420.00%0.15%0.19%Q2 2019Q3 202316
MERCER GLOBAL ADVISORS INC /ADV 1240.00%0.00%0.01%Q1 2019Q3 202316
MUFG Americas Holdings Corp 640.00%0.01%0.04%Q2 2013Q3 202216
CHICAGO EQUITY PARTNERS LLC 970.02%0.12%0.29%Q4 2015Q1 202016
Vestcor Inc 16160.01%0.11%0.54%Q4 2019Q3 202316
AGF INVESTMENTS INC. 880.00%0.04%0.14%Q4 2015Q4 202116
Assenagon Asset Management S.A. 1410.00%0.02%0.08%Q4 2018Q3 202316
BREMER TRUST NATIONAL ASSOCIATION 16160.05%0.07%0.08%Q1 2015Q4 201816
Values First Advisors, Inc. 16160.20%1.06%1.83%Q4 2019Q3 202316
NATIXIS 810.00%0.02%0.12%Q1 2017Q3 202216
BAMCO INC /NY/ 16160.01%0.05%0.11%Q4 2019Q3 202316
Column Capital Advisors, LLC 16160.01%0.01%0.02%Q4 2019Q3 202316
Capital Asset Advisory Services LLC 16160.02%0.09%0.14%Q4 2019Q3 202316
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 16160.12%0.20%0.31%Q2 2015Q1 201916
Bell Asset Management Ltd 16160.92%1.41%1.83%Q4 2019Q3 202316
BALYASNY ASSET MANAGEMENT L.P. 520.00%0.05%0.28%Q4 2016Q3 202315
GENEVA CAPITAL MANAGEMENT LLC 15150.66%0.87%1.10%Q1 2020Q3 202315
B. Riley Wealth Advisors, Inc. 1310.00%0.01%0.03%Q2 2014Q3 202315
SCHRODER INVESTMENT MANAGEMENT GROUP 1310.00%0.01%0.04%Q1 2016Q3 202315
Paragon Advisors, LLC 15150.24%0.77%1.55%Q1 2020Q3 202315
Grandeur Peak Global Advisors, LLC 15150.06%0.42%0.71%Q1 2020Q3 202315
OFI Advisors LLC 1140.04%0.06%0.08%Q3 2011Q3 201515
NEW SOUTH CAPITAL MANAGEMENT INC 15150.08%0.85%1.15%Q2 2013Q4 201615
SVB WEALTH LLC 15150.19%0.29%0.48%Q1 2020Q3 202315
Integrated Wealth Concepts LLC 1230.01%0.03%0.04%Q2 2019Q3 202315
PARADIGM ASSET MANAGEMENT CO LLC 710.03%0.11%0.22%Q2 2013Q3 201815
APG Asset Management N.V. 15150.00%0.01%0.04%Q1 2020Q3 202315
VALLEY NATIONAL ADVISERS INC 15150.00%0.00%0.00%Q1 2020Q3 202315
PRIVATE TRUST CO NA 1410.00%0.05%0.16%Q3 2014Q3 202315
CIBC WORLD MARKETS CORP 1210.00%0.03%0.08%Q1 2018Q3 202315
Cutler Group LLC / CA 510.00%0.00%0.01%Q4 2015Q3 202215
TORONTO DOMINION BANK 1210.00%0.01%0.02%Q4 2017Q3 202315
BlackRock Group LTD 15150.00%0.00%0.00%Q2 2013Q4 201615
WELLINGTON MANAGEMENT GROUP LLP 1010.00%0.00%0.00%Q3 2017Q4 202215
ADVISOR PARTNERS LLC 1410.03%0.04%0.07%Q3 2018Q2 202215
PRELUDE CAPITAL MANAGEMENT, LLC 410.00%0.02%0.10%Q1 2014Q2 202215
BlackRock Fund Advisors 15150.03%0.04%0.05%Q2 2013Q4 201615
CX Institutional 1410.00%0.03%0.19%Q2 2018Q2 202215
FENIMORE ASSET MANAGEMENT INC 15150.65%0.95%1.22%Q1 2020Q3 202315
AdvisorNet Financial, Inc 15150.00%0.01%0.02%Q1 2020Q3 202315
COMMONWEALTH EQUITY SERVICES, LLC 1410.00%0.00%0.01%Q2 2018Q3 202315
BlackRock Institutional Trust Company, N.A. 15150.01%0.01%0.02%Q2 2013Q4 201615
HERON FINANCIAL GROUP, LLC 15150.27%0.41%0.50%Q4 2019Q2 202315
Trexquant Investment LP 310.03%0.07%0.17%Q1 2015Q3 202315
OSAIC HOLDINGS, INC. 15150.01%0.01%0.02%Q1 2020Q3 202315
SIMPLEX TRADING, LLC 410.00%0.00%0.01%Q2 2015Q4 202215
Penserra Capital Management LLC 1210.00%0.02%0.12%Q1 2016Q3 202315
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 1020.00%0.03%0.05%Q4 2015Q3 202315
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1320.00%0.10%0.24%Q4 2016Q3 202315
Advisor Group, Inc. 15150.00%0.01%0.03%Q2 2016Q4 201915
MONROE BANK & TRUST/MI 15150.24%0.36%0.46%Q4 2015Q2 201915
BLACKROCK ADVISORS LLC 15150.00%0.00%0.00%Q2 2013Q4 201615
BlackRock Investment Management, LLC 15150.01%0.01%0.03%Q2 2013Q4 201615
OAK ASSOCIATES LTD /OH/ 15150.02%0.03%0.03%Q1 2020Q3 202315
Lee Financial Co 1410.00%0.00%0.00%Q3 2017Q4 202115
State of New Jersey Common Pension Fund D 14140.03%0.03%0.04%Q2 2020Q3 202314
EXCHANGE TRADED CONCEPTS, LLC 1020.00%0.01%0.06%Q1 2020Q4 202314
VOLORIDGE INVESTMENT MANAGEMENT, LLC 520.01%0.10%0.22%Q4 2016Q4 202214
Wealthfront Advisers LLC 14140.00%0.01%0.02%Q2 2020Q3 202314
Marks Group Wealth Management, Inc 14140.11%0.19%0.28%Q2 2020Q3 202314
Premier Fund Managers Ltd 14140.69%1.41%2.81%Q2 2020Q3 202314
AlphaCrest Capital Management LLC 1010.02%0.08%0.14%Q4 2018Q3 202214
BRASADA CAPITAL MANAGEMENT, LP 950.01%0.68%0.86%Q4 2017Q1 202214
SRS Capital Advisors, Inc. 1040.00%0.00%0.01%Q1 2020Q3 202314
Laird Norton Wetherby Wealth Management, LLC 14140.02%0.02%0.03%Q2 2020Q3 202314
Wealth Alliance 14140.05%0.09%0.15%Q2 2020Q3 202314
Cresset Asset Management, LLC 520.00%0.01%0.01%Q4 2018Q3 202314
Quadrature Capital Ltd 610.03%0.35%1.24%Q3 2016Q3 202314
LVW Advisors, LLC 14140.09%0.17%0.23%Q2 2020Q3 202314
CLOUGH CAPITAL PARTNERS L P 1040.02%0.39%1.67%Q1 2016Q4 201914
BI Asset Management Fondsmaeglerselskab A/S 1040.01%0.08%0.43%Q3 2019Q3 202314
DELTA ASSET MANAGEMENT LLC/TN 1040.00%0.00%0.00%Q3 2019Q3 202314
Fiera Capital Corp 1310.00%0.04%0.09%Q2 2016Q3 202214
Stephens Investment Management Group LLC 14140.29%0.52%0.70%Q2 2020Q3 202314
YHB Investment Advisors, Inc. 1310.02%0.03%0.04%Q1 2019Q3 202314
INVESTMENT ADVISORY SERVICES INC /TX /ADV 1040.60%0.88%1.20%Q1 2020Q3 202314
Walleye Capital LLC 510.00%0.05%0.19%Q3 2020Q3 202314
PARNASSUS INVESTMENTS, LLC 14140.07%0.12%0.28%Q2 2020Q3 202314
XPONANCE, INC. 14140.04%0.05%0.09%Q2 2020Q3 202314
PAX Financial Group, LLC 14140.16%0.18%0.21%Q2 2020Q3 202314
AMUNDI ASSET MANAGEMENT US, INC. 14140.00%0.01%0.03%Q4 2017Q1 202114
FULTON BANK, N.A. 14140.02%0.02%0.02%Q3 2020Q4 202314
WHITTIER TRUST CO 1310.00%0.03%0.09%Q1 2015Q3 202314
ALGERT GLOBAL LLC 810.02%0.18%0.52%Q3 2016Q3 202314
FCG ADVISORS, LLC 1220.07%0.10%0.13%Q1 2017Q3 202014
Skandinaviska Enskilda Banken AB (publ) 14140.01%0.04%0.10%Q2 2020Q3 202314
Cable Hill Partners, LLC 14140.00%0.01%0.01%Q4 2015Q1 201914
DEARBORN PARTNERS LLC 14140.02%0.56%1.34%Q2 2020Q3 202314
STEPHENS INC /AR/ 14140.00%0.00%0.01%Q2 2020Q3 202314
BRINKER CAPITAL INC 1220.05%0.08%0.15%Q4 2016Q2 202014
Verition Fund Management LLC 710.01%0.04%0.13%Q2 2016Q3 202314
Taylor Frigon Capital Management LLC 14140.34%0.54%0.70%Q2 2020Q3 202314
AGF Investments LLC 720.00%0.05%0.16%Q4 2016Q4 202114
Glassman Wealth Services 1130.00%0.00%0.00%Q3 2019Q3 202314
Barbara Oil Co. 14140.26%0.43%0.59%Q2 2020Q3 202314
ASSETMARK, INC 860.00%0.00%0.00%Q3 2017Q3 202314
NOMURA ASSET MANAGEMENT CO LTD 1210.01%0.02%0.03%Q2 2013Q3 202314
SHINE INVESTMENT ADVISORY SERVICES INC 13130.00%0.00%0.00%Q3 2017Q3 202013
ROSENBLUM SILVERMAN SUTTON S F INC /CA 13130.94%1.05%1.19%Q3 2017Q3 202013
Tygh Capital Management, Inc. 520.53%0.84%1.29%Q2 2013Q2 201913
R.P. Boggs & Co. 1210.00%4.22%6.78%Q2 2020Q3 202313
FIRST NATIONAL BANK OF OMAHA 13130.19%0.25%0.34%Q3 2020Q3 202313
PRUDENTIAL PLC 730.00%0.00%0.01%Q4 2016Q3 202313
Suncoast Equity Management 1210.03%0.07%0.14%Q4 2019Q3 202313
Kingsview Wealth Management, LLC 940.01%0.07%0.10%Q4 2019Q1 202313
Cordasco Financial Network 13130.01%0.01%0.02%Q2 2019Q2 202213
Marshall Wace North America L.P. 530.01%0.08%0.33%Q2 2017Q3 202113
ADAGE CAPITAL PARTNERS GP, L.L.C. 13130.01%0.06%0.19%Q3 2020Q3 202313
Perennial Investment Advisors, LLC 13130.08%0.12%0.15%Q3 2020Q3 202313
CANANDAIGUA NATIONAL BANK & TRUST CO 940.05%0.06%0.08%Q1 2018Q4 202313
CARILLON TOWER ADVISERS, INC. 13130.62%0.93%1.24%Q4 2017Q4 202013
McQueen, Ball & Associates Inc. 13130.90%1.13%1.38%Q4 2015Q4 201813
CARLSON CAPITAL L P 510.09%0.36%0.66%Q4 2017Q2 202313
AHL Partners LLP 1210.01%0.05%0.19%Q3 2014Q4 201713
Polen Capital Management 13130.00%0.01%0.01%Q3 2017Q3 202013
Psagot Value Holdings Ltd. 1030.02%0.04%0.11%Q2 2018Q3 202113
Tributary Capital Management, LLC 13130.03%0.08%0.20%Q3 2020Q3 202313
Ancora Advisors LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Illinois Municipal Retirement Fund 13130.06%0.08%0.11%Q3 2020Q3 202313
MACKENZIE FINANCIAL CORP 13130.00%0.00%0.00%Q3 2020Q3 202313
Southeast Asset Advisors Inc. 13130.15%0.32%0.42%Q3 2020Q3 202313
JANICZEK WEALTH MANAGEMENT, LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
KBC Group NV 13130.00%0.02%0.06%Q3 2020Q3 202313
Gradient Investments LLC 850.00%0.03%0.09%Q2 2014Q3 202313
Manchester Capital Management LLC 1010.00%0.00%0.01%Q1 2019Q3 202313
Marquette Asset Management, LLC 13130.02%0.04%0.05%Q1 2019Q1 202213
IMA Wealth, Inc. 13130.00%0.01%0.01%Q3 2020Q3 202313
FIRST QUADRANT LLC/CA 620.00%0.12%0.52%Q2 2013Q2 202013
Engineers Gate Manager LP 710.01%0.07%0.30%Q2 2019Q1 202313
Point72 Hong Kong Ltd 510.00%0.05%0.22%Q3 2016Q3 202213
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 12120.04%0.05%0.06%Q4 2020Q3 202312
USA FINANCIAL FORMULAS 310.00%0.25%0.48%Q1 2016Q1 202112
Banque Cantonale Vaudoise 12120.02%0.03%0.06%Q4 2020Q3 202312
Advisor OS, LLC 12120.06%0.20%0.30%Q4 2020Q3 202312
CIBC WORLD MARKET INC. 1110.00%0.00%0.02%Q1 2017Q4 202212
Legacy Wealth Asset Management, LLC 12120.08%0.12%0.16%Q4 2020Q3 202312
Cetera Advisor Networks LLC 1010.00%0.01%0.02%Q2 2020Q3 202312
FIDUCIARY MANAGEMENT ASSOCIATES LLC 12121.24%1.43%1.61%Q2 2013Q1 201612
Natixis Investment Managers International 12120.00%0.01%0.01%Q4 2020Q3 202312
PATHSTONE FAMILY OFFICE, LLC 1110.00%0.01%0.02%Q1 2018Q3 202312
IFM Investors Pty Ltd 12120.03%0.04%0.05%Q4 2020Q3 202312
MARIETTA INVESTMENT PARTNERS LLC 840.76%1.50%2.22%Q3 2016Q2 202212
OneAscent Financial Services LLC 930.11%0.31%0.97%Q3 2020Q3 202312
Carroll Financial Associates, Inc. 12120.00%0.00%0.01%Q1 2019Q4 202112
National Pension Service 12120.00%0.04%0.06%Q4 2020Q3 202312
RUSSELL FRANK CO/ 12120.00%0.01%0.03%Q2 2013Q1 201612
Baillie Gifford 12120.00%0.05%0.21%Q4 2020Q3 202312
NewEdge Wealth, LLC 12120.09%0.15%0.48%Q4 2020Q3 202312
Flinton Capital Management LLC 12120.03%0.05%0.08%Q4 2016Q3 201912
M&G INVESTMENT MANAGEMENT LTD 810.00%0.01%0.02%Q2 2020Q3 202312
Parkside Financial Bank & Trust 12120.00%0.00%0.00%Q4 2020Q3 202312
TOBAM 1110.00%0.00%0.01%Q3 2020Q3 202312
Capital International Investors 930.01%0.01%0.02%Q3 2018Q3 202112
MOODY ALDRICH PARTNERS LLC 930.04%0.07%0.09%Q3 2020Q3 202312
Korea Investment CORP 12120.01%0.01%0.02%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.02%0.04%0.06%Q4 2020Q3 202312
Connecticut Wealth Management, LLC 750.02%0.02%0.02%Q3 2020Q3 202312
MITCHELL & PAHL PRIVATE WEALTH, LLC 12120.29%0.42%0.52%Q4 2020Q3 202312
Kentucky Retirement Systems 12120.04%0.04%0.06%Q4 2020Q3 202312
2Xideas AG 12120.82%1.03%1.30%Q4 2020Q3 202312
Tyers Asset Management LLC 12120.02%0.04%0.06%Q4 2016Q3 201912
WOLFF WIESE MAGANA LLC 12120.00%0.02%0.08%Q4 2020Q3 202312
Intercontinental Wealth Advisors, LLC 12120.06%0.13%0.20%Q3 2020Q2 202312
Avior Wealth Management, LLC 12120.00%0.01%0.04%Q4 2020Q3 202312
SENTRY INVESTMENT MANAGEMENT LLC 12120.03%0.04%0.05%Q4 2020Q3 202312
Kentucky Retirement Systems Insurance Trust Fund 12120.04%0.04%0.06%Q4 2020Q3 202312
Meadow Creek Investment Management LLC 12120.01%0.01%0.02%Q4 2016Q3 201912
Veritable, L.P. 12120.01%0.01%0.01%Q3 2020Q2 202312
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1020.00%0.01%0.02%Q2 2020Q3 202312
Schonfeld Strategic Advisors LLC 510.00%0.05%0.19%Q3 2017Q3 202312
FORSTA AP-FONDEN 12120.03%0.06%0.10%Q4 2020Q3 202312
Reilly Herbert Faulkner III 12122.40%2.74%3.48%Q2 2018Q1 202112
Chevy Chase Trust Holdings, LLC 12120.03%0.03%0.04%Q4 2020Q3 202312
Inspire Investing, LLC 12120.04%0.13%0.24%Q4 2020Q3 202312
Livforsakringsbolaget Skandia, Omsesidigt 12120.00%0.01%0.02%Q4 2020Q3 202312
Twin Tree Management, LP 210.00%0.02%0.06%Q3 2018Q3 202312
VAN ECK ASSOCIATES CORP 12120.00%0.01%0.01%Q4 2020Q3 202312
Beacon Pointe Advisors, LLC 1020.00%0.01%0.02%Q3 2020Q3 202312
Reliant Investment Management, LLC 12120.27%0.43%0.53%Q4 2013Q3 201612
NOMURA HOLDINGS INC 410.00%0.00%0.00%Q2 2014Q3 202312
ING GROEP NV 410.00%0.01%0.03%Q2 2017Q3 202312
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 12120.00%0.02%0.07%Q4 2020Q3 202312
Norinchukin Bank, The 12120.02%0.08%0.18%Q4 2020Q3 202312
Sumitomo Mitsui DS Asset Management Company, Ltd 12120.02%0.03%0.07%Q4 2020Q3 202312
Neuburgh Advisers LLC 12120.02%0.03%0.05%Q4 2016Q3 201912
ENTERPRISE FINANCIAL SERVICES CORP 510.00%0.00%0.03%Q2 2013Q3 202112
Berman Capital Advisors, LLC 12120.00%0.00%0.01%Q4 2018Q3 202112
BAKER TILLY WEALTH MANAGEMENT, LLC 12120.06%0.08%0.11%Q4 2020Q3 202312
Claraphi Advisory Network, LLC 1020.09%0.13%0.18%Q1 2018Q4 202112
HARTFORD INVESTMENT MANAGEMENT CO 12120.03%0.05%0.07%Q4 2020Q3 202312
Gulf International Bank (UK) Ltd 12120.04%0.05%0.06%Q4 2020Q3 202312
Valeo Financial Advisors, LLC 910.00%0.00%0.01%Q1 2018Q1 202312
ExodusPoint Capital Management, LP 510.01%0.10%0.63%Q1 2020Q2 202311
Wealthspire Advisors, L.P. 920.00%0.01%0.02%Q1 2017Q3 202011
F3Logic, LLC 11110.01%0.08%0.10%Q2 2020Q4 202211
Tidal Investments LLC 11110.01%0.03%0.04%Q1 2021Q3 202311
TruWealth Advisors, LLC 11110.73%0.88%1.06%Q1 2021Q3 202311
A.R.T. Advisors, LLC 320.02%0.06%0.12%Q3 2013Q4 201911
Spire Wealth Management 11110.00%0.06%0.23%Q1 2021Q3 202311
BOENNING & SCATTERGOOD, INC. 11110.07%0.08%0.10%Q2 2020Q4 202211
TWO SIGMA ADVISERS, LP 410.00%0.01%0.02%Q1 2014Q4 202011
Cetera Investment Advisers 650.00%0.01%0.03%Q4 2020Q3 202311
Stone Ridge Asset Management LLC 11110.08%0.10%0.19%Q4 2017Q2 202011
Concord Wealth Partners 740.00%0.01%0.02%Q4 2020Q3 202311
EMERALD ADVISERS, LLC 11110.01%0.02%0.03%Q1 2021Q3 202311
Findlay Park Partners LLP 11110.74%1.40%1.75%Q1 2021Q3 202311
IBM Retirement Fund 830.01%0.03%0.05%Q2 2016Q1 202211
Kestra Advisory Services, LLC 11110.01%0.01%0.01%Q1 2021Q3 202311
Sigma Planning Corp 1010.01%0.02%0.04%Q1 2016Q3 202311
Liberty Mutual Group Asset Management Inc. 11110.03%0.06%0.09%Q1 2016Q3 201811
BB&T SECURITIES, LLC 11110.00%0.01%0.02%Q1 2017Q3 201911
Vontobel Holding Ltd. 11110.00%0.01%0.03%Q1 2021Q3 202311
TAMRO Capital Partners LLC 11111.19%1.97%2.55%Q2 2013Q4 201511
Bath Savings Trust Co 11110.04%0.28%0.45%Q1 2021Q3 202311
Quantitative Investment Management, LLC 410.02%0.08%0.24%Q1 2018Q2 202311
CANANDAIGUA NATIONAL CORP 11110.04%0.06%0.08%Q2 2020Q4 202211
Thomas J. Herzfeld Advisors, Inc. 11110.00%0.00%0.00%Q1 2021Q3 202311
UBS AG 660.00%0.00%0.00%Q2 2013Q3 201411
MISSION WEALTH MANAGEMENT, LP 11110.02%0.03%0.04%Q1 2021Q3 202311
Stuart Chaussee & Associates, Inc. 11110.00%0.01%0.02%Q1 2021Q3 202311
Wilkinson Global Asset Management LLC 11111.97%2.31%2.74%Q1 2021Q3 202311
McClarren Financial Advisors, Inc. 650.06%0.07%0.09%Q4 2020Q3 202311
Proficio Capital Partners LLC 11110.00%0.01%0.01%Q4 2016Q2 201911
James Hambro & Partners 11110.02%1.96%3.60%Q1 2021Q3 202311
Apollon Wealth Management, LLC 11110.01%0.06%0.13%Q1 2021Q3 202311
Numeric Investors LLC 920.00%0.04%0.13%Q1 2015Q4 201711
PICTET ASSET MANAGEMENT LTD 1010.02%0.17%0.28%Q2 2016Q2 202111
SYMPHONY ASSET MANAGEMENT LLC 11110.04%0.16%0.24%Q3 2015Q1 201811
TRUEWEALTH LLC 11110.00%0.01%0.01%Q4 2017Q2 202011
ROYAL LONDON ASSET MANAGEMENT LTD 11110.02%0.02%0.03%Q1 2021Q3 202311
Andra AP-fonden 650.01%0.16%0.30%Q4 2020Q3 202311
Miracle Mile Advisors, LLC 1010.02%0.04%0.06%Q4 2020Q3 202311
One Wealth Advisors, LLC 610.01%0.09%0.11%Q4 2017Q3 202311
Maryland State Retirement & Pension System 740.02%0.03%0.04%Q4 2020Q3 202311
Alberta Investment Management Corp 1010.00%0.02%0.04%Q3 2016Q3 202311
Snowden Capital Advisors LLC 410.00%0.04%0.16%Q2 2019Q3 202310
Harvest Fund Management Co., Ltd 610.00%0.01%0.04%Q3 2018Q3 202210
CIM INVESTMENT MANAGEMENT INC 620.09%0.18%0.38%Q3 2014Q3 202310
Blueshift Asset Management, LLC 510.02%0.19%0.88%Q2 2019Q1 202310
BENJAMIN EDWARDS INC 10100.02%0.22%0.39%Q2 2021Q3 202310
CHICAGO TRUST Co NA 10100.18%0.24%0.32%Q2 2021Q3 202310
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 10100.01%0.06%0.22%Q2 2021Q3 202310
THORNBURG INVESTMENT MANAGEMENT INC 610.07%0.19%0.25%Q3 2015Q3 202310
Aurora Investment Counsel 640.35%0.91%1.14%Q1 2019Q3 202310
CAPITAL ONE, NATIONAL ASSOCIATION 10100.06%0.13%0.20%Q1 2016Q2 201810
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.01%Q2 2018Q3 202010
Fieldpoint Private Securities, LLC 730.01%0.02%0.05%Q2 2019Q2 202210
Point72 Asset Management, L.P. 210.00%0.05%0.18%Q3 2017Q3 202310
Vanguard Personalized Indexing Management, LLC 10100.02%0.04%0.08%Q2 2021Q3 202310
Lisanti Capital Growth, LLC 410.23%0.60%1.53%Q1 2016Q4 202210
Amundi 10100.02%0.04%0.06%Q2 2021Q3 202310
WENDELL DAVID ASSOCIATES INC 10100.02%0.24%0.42%Q2 2021Q3 202310
HFR Wealth Management, LLC 10101.89%2.45%3.24%Q2 2021Q3 202310
HANSEATIC MANAGEMENT SERVICES INC 820.00%0.46%0.83%Q3 2015Q2 202010
GPS Wealth Strategies Group, LLC 730.00%0.00%0.00%Q1 2021Q3 202310
JGP Wealth Management, LLC 10100.88%2.24%2.81%Q2 2021Q3 202310
Bridgewater Associates 640.01%0.06%0.14%Q4 2019Q2 202210
Calamos Advisors LLC 520.00%0.01%0.06%Q2 2020Q2 202310
DUNCKER STREETT & CO INC 10100.01%0.13%0.48%Q2 2021Q3 202310
Hefty Wealth Partners 10100.01%0.01%0.01%Q4 2015Q1 201810
Summit Creek Advisors LLC 10100.03%0.04%0.07%Q2 2021Q3 202310
Xact Kapitalforvaltning AB 10100.01%0.02%0.03%Q4 2017Q1 202010
Lenox Wealth Advisors, LLC 710.00%0.00%0.00%Q1 2018Q1 202210
Prospera Financial Services Inc 820.01%0.01%0.03%Q3 2020Q3 202310
Carnegie Capital Asset Management, LLC 10100.01%0.06%0.16%Q2 2021Q3 202310
CAPITAL FUND MANAGEMENT S.A. 910.00%0.01%0.03%Q3 2014Q3 201710
STEVENS CAPITAL MANAGEMENT LP 310.01%0.11%0.39%Q3 2014Q4 202210
Lake Point Wealth Management 520.01%0.02%0.03%Q4 2018Q2 202210
Bellevue Group AG 10100.00%0.01%0.01%Q2 2019Q3 202110
DAVENPORT & Co LLC 10100.00%0.14%0.33%Q2 2021Q3 202310
Sugarloaf Wealth Management, LLC 10100.00%0.02%0.03%Q2 2021Q3 202310
WESTPAC BANKING CORP 10100.01%0.02%0.04%Q4 2020Q1 202310
Campbell & CO Investment Adviser LLC 810.04%0.13%0.27%Q2 2014Q2 202310
OneAscent Wealth Management LLC 710.13%0.25%0.56%Q4 2020Q3 202310
Mn Services Vermogensbeheer B.V. 10100.06%0.08%0.10%Q2 2021Q3 202310
Lumature Wealth Partners, LLC 10100.01%0.02%0.04%Q1 2021Q2 202310
NFJ INVESTMENT GROUP, LLC 10100.39%0.58%0.71%Q1 2021Q2 202310
TIVERTON ASSET MANAGEMENT LLC 730.02%0.13%0.34%Q4 2015Q3 201910
West Branch Capital LLC 10100.01%0.01%0.01%Q2 2021Q3 202310
Brinker Capital Investments, LLC 10100.01%0.13%0.24%Q3 2020Q4 202210
OSSIAM 10100.00%0.01%0.02%Q2 2021Q3 202310
Meridian Wealth Management, LLC 10100.02%0.08%0.20%Q2 2021Q3 202310
Achmea Investment Management B.V. 730.02%0.11%0.28%Q1 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
Northwest Bancshares, Inc. 730.09%0.10%0.12%Q1 2018Q4 202010
CVA Family Office, LLC 720.00%0.02%0.03%Q1 2021Q2 20239
Karp Capital Management Corp 410.00%0.02%0.04%Q4 2014Q3 20229
Squar Milner Financial Services LLC 990.01%0.05%0.13%Q2 2018Q2 20209
South Dakota Investment Council 990.01%0.03%0.05%Q3 2014Q3 20169
JOHNSON INVESTMENT COUNSEL INC 990.09%0.11%0.12%Q3 2021Q3 20239
EVERENCE CAPITAL MANAGEMENT INC 990.03%0.04%0.05%Q4 2020Q4 20229
NN Investment Partners Holdings N.V. 990.01%0.02%0.05%Q1 2020Q1 20229
OAKBROOK INVESTMENTS LLC 310.01%0.02%0.06%Q2 2016Q4 20199
Freedom Investment Management, Inc. 630.03%0.04%0.05%Q1 2021Q3 20239
COMERICA SECURITIES,INC. 810.00%0.02%0.03%Q2 2019Q4 20229
Faithward Advisors, LLC 990.05%0.77%2.46%Q4 2019Q4 20219
Rafferty Asset Management, LLC 510.00%0.01%0.02%Q1 2017Q3 20239
FIRST MANHATTAN CO. LLC. 810.00%0.00%0.00%Q1 2021Q2 20239
Homrich & Berg 990.01%0.01%0.01%Q3 2019Q3 20219
ABERDEEN ASSET MANAGEMENT PLC/UK 990.01%0.07%0.13%Q1 2015Q1 20179
SEEYOND 990.01%0.17%0.24%Q4 2020Q4 20229
JENSEN INVESTMENT MANAGEMENT INC 990.01%0.02%0.02%Q3 2021Q3 20239
Candriam S.C.A. 330.00%0.00%0.01%Q2 2021Q3 20239
Banco Santander, S.A. 810.01%0.01%0.02%Q4 2019Q3 20229
Tredje AP-fonden 990.03%0.04%0.06%Q3 2021Q3 20239
Your Advocates Ltd., LLP 990.00%0.00%0.00%Q3 2021Q3 20239
SECOR Capital Advisors, LP 610.04%0.34%0.67%Q4 2014Q4 20179
Jump Financial, LLC 420.01%0.07%0.20%Q3 2020Q2 20239
Weiss Multi-Strategy Advisers LLC 510.01%0.04%0.09%Q2 2013Q3 20239
Clearstead Advisors, LLC 990.00%0.00%0.01%Q3 2021Q3 20239
Allworth Financial LP 990.00%0.00%0.00%Q3 2021Q3 20239
Ellevest, Inc. 990.00%0.00%0.01%Q2 2020Q2 20229
Tradition Wealth Management, LLC 410.00%0.00%0.00%Q4 2020Q3 20239
Yorktown Management & Research Co Inc 540.19%0.54%0.74%Q2 2021Q3 20239
Strong Tower Advisory Services 990.15%0.18%0.30%Q3 2021Q3 20239
Schwab Charitable Fund 810.02%0.09%0.18%Q3 2019Q4 20219
Stratos Wealth Partners, LTD. 610.00%0.01%0.03%Q4 2017Q3 20239
Covea Finance 990.09%0.14%0.32%Q4 2021Q4 20239
PITCAIRN CO 990.02%0.03%0.05%Q1 2020Q1 20229
Zurich Insurance Group Ltd/FI 540.51%0.95%1.40%Q1 2020Q1 20239
ASSOCIATED BANC-CORP 420.00%0.01%0.01%Q1 2020Q3 20239
Financial Gravity Asset Management, Inc. 630.00%0.06%0.20%Q1 2021Q3 20239
PICTET ASSET MANAGEMENT SA 880.26%0.28%0.35%Q3 2021Q2 20238
Settian Capital LP 881.53%1.87%2.42%Q4 2021Q3 20238
HighPoint Advisor Group LLC 510.03%0.03%0.05%Q2 2019Q2 20228
Allspring Global Investments Holdings, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Bell Investment Advisors, Inc 620.00%0.00%0.01%Q3 2021Q3 20238
B. Metzler seel. Sohn & Co. AG 880.03%0.11%0.19%Q4 2021Q3 20238
Dai-ichi Life Insurance Company, Ltd 620.03%0.10%0.16%Q2 2021Q3 20238
Connor, Clark & Lunn Investment Management Ltd. 410.00%0.01%0.04%Q2 2018Q3 20238
DUALITY ADVISERS, LP 710.05%0.17%0.33%Q1 2021Q1 20238
MANAGED ACCOUNT ADVISORS LLC 880.00%0.01%0.01%Q3 2013Q2 20158
TOKIO MARINE ASSET MANAGEMENT CO LTD 880.02%0.43%0.88%Q4 2021Q3 20238
Covestor Ltd 880.01%0.07%0.16%Q4 2021Q3 20238
Weaver C. Barksdale & Associates, Inc. 880.02%0.27%2.01%Q1 2016Q4 20178
CAXTON ASSOCIATES LP 530.02%0.06%0.12%Q1 2021Q1 20238
Krane Funds Advisors LLC 880.01%0.02%0.02%Q2 2020Q1 20228
WEBSTER BANK, N. A. 880.00%0.00%0.00%Q4 2021Q3 20238
AE Wealth Management LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Quent Capital, LLC 880.00%0.01%0.02%Q4 2021Q3 20238
Virtu Financial LLC 210.01%0.06%0.19%Q3 2017Q1 20238
U S GLOBAL INVESTORS INC 220.00%0.65%1.14%Q4 2016Q1 20208
AXXCESS WEALTH MANAGEMENT, LLC 880.02%0.05%0.09%Q4 2021Q3 20238
HARVEST GROUP WEALTH MANAGEMENT, LLC 880.00%0.01%0.02%Q1 2019Q4 20208
Redpoint Investment Management Pty Ltd 880.02%0.03%0.04%Q4 2020Q3 20228
Stonebridge Capital Advisors LLC 530.00%0.00%0.01%Q2 2019Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.01%0.05%Q4 2021Q3 20238
JFS WEALTH ADVISORS, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
AMP Capital Investors Ltd 410.00%0.01%0.03%Q2 2013Q3 20218
CLEAR STREET MARKETS LLC 610.00%0.03%0.24%Q3 2013Q2 20238
Global X Management CO LLC 880.01%0.01%0.01%Q3 2016Q2 20188
SAWGRASS ASSET MANAGEMENT LLC 880.01%0.04%0.08%Q3 2015Q2 20178
EVERMAY WEALTH MANAGEMENT LLC 880.00%0.00%0.01%Q2 2021Q1 20238
Yarbrough Capital, LLC 880.02%0.04%0.05%Q4 2021Q3 20238
American Trust 880.02%0.02%0.03%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Covington Capital Management 710.00%0.04%0.05%Q1 2019Q3 20228
Orion Capital Management LLC 710.00%0.00%0.01%Q3 2021Q3 20238
Bremer Bank National Association 420.04%0.05%0.06%Q1 2019Q1 20228
HB Wealth Management, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.05%0.12%0.24%Q4 2021Q3 20238
HRT FINANCIAL LP 210.00%0.10%0.41%Q3 2017Q3 20238
Virtu KCG Holdings LLC 510.00%0.01%0.03%Q3 2013Q2 20178
CSat Investment Advisory, L.P. 880.00%0.02%0.05%Q2 2019Q1 20218
AMJ Financial Wealth Management 880.78%1.35%2.06%Q2 2020Q1 20228
Assured Investment Management LLC 710.00%0.01%0.04%Q1 2016Q4 20188
Alpha Paradigm Partners, LLC 530.02%0.12%0.18%Q4 2020Q4 20228
WEST PACES ADVISORS INC. 880.00%0.00%0.00%Q2 2021Q1 20238
Congress Wealth Management LLC / DE / 880.31%0.35%0.44%Q4 2021Q3 20238
Edgestream Partners, L.P. 530.04%0.48%1.19%Q2 2021Q2 20238
PUTNAM INVESTMENTS LLC 620.00%0.01%0.01%Q3 2013Q4 20178
Bancreek Capital Management, LP 883.08%4.50%6.92%Q4 2021Q3 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.02%0.04%0.06%Q4 2021Q3 20238
Financial Architects, Inc 710.00%0.00%0.01%Q1 2016Q2 20188
FourThought Financial, LLC 880.03%0.04%0.05%Q4 2020Q3 20228
SIMON QUICK ADVISORS, LLC 610.01%0.01%0.03%Q4 2020Q1 20237
Destiny Wealth Partners, LLC 610.00%0.00%0.00%Q1 2021Q4 20227
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 610.00%0.02%0.04%Q1 2017Q2 20227
ELLINGTON MANAGEMENT GROUP LLC 110.03%0.17%0.40%Q4 2013Q3 20197
ALLSTATE CORP 610.01%0.06%0.11%Q4 2019Q1 20227
Mitsubishi UFJ Asset Management (UK) Ltd. 430.01%0.46%0.92%Q4 2018Q3 20207
Arkadios Wealth Advisors 770.03%0.04%0.05%Q1 2022Q3 20237
TWIN CAPITAL MANAGEMENT INC 770.10%0.25%0.46%Q4 2020Q2 20227
Savior LLC 770.01%0.02%0.02%Q4 2019Q2 20217
Invictus RG 610.01%0.15%0.48%Q4 2015Q1 20187
Belpointe Asset Management LLC 770.01%0.01%0.01%Q3 2021Q1 20237
Machina Capital S.A.S. 310.03%0.42%0.76%Q2 2019Q2 20237
TURNER INVESTMENTS LLC 430.06%0.44%0.85%Q2 2015Q2 20177
THB ASSET MANAGEMENT 770.14%0.27%0.56%Q2 2013Q4 20147
SJS Investment Consulting Inc. 520.00%0.00%0.01%Q4 2021Q3 20237
First Trust Direct Indexing L.P. 310.00%0.03%0.04%Q4 2020Q3 20237
PRECEPT MANAGEMENT LLC 661.57%2.14%3.19%Q1 2021Q2 20227
Foundations Investment Advisors, LLC 770.02%0.02%0.02%Q1 2022Q3 20237
Parametrica Management Ltd 410.18%0.31%0.48%Q2 2016Q1 20227
Systematic Alpha Investments, LLC 770.02%0.02%0.03%Q1 2021Q3 20227
Laurion Capital Management LP 210.00%0.03%0.14%Q2 2016Q3 20227
Sowell Financial Services LLC 770.00%0.00%0.01%Q3 2019Q1 20217
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 770.15%0.25%0.37%Q4 2020Q2 20227
Atria Wealth Solutions, Inc. 770.02%0.02%0.03%Q1 2022Q3 20237
Hamilton Point Investment Advisors, LLC 771.20%1.33%1.54%Q1 2022Q3 20237
Redwood Investments, LLC 770.03%0.28%0.37%Q2 2021Q4 20227
Moisand Fitzgerald Tamayo, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Mariner, LLC 520.00%0.01%0.01%Q1 2019Q3 20237
Quantinno Capital Management LP 610.04%0.07%0.14%Q4 2021Q3 20237
JENNISON ASSOCIATES LLC 430.00%0.00%0.01%Q3 2020Q2 20227
CLEARBRIDGE, LLC 770.11%0.16%0.19%Q2 2014Q4 20157
EXANE DERIVATIVES 770.00%0.10%0.16%Q4 2020Q2 20227
Bank Julius Baer & Co. Ltd, Zurich 770.00%0.00%0.00%Q4 2020Q2 20227
ClariVest Asset Management LLC 510.00%0.08%0.14%Q2 2013Q2 20227
Empirical Finance, LLC 520.02%0.03%0.03%Q4 2021Q3 20237
Jacobi Capital Management LLC 770.00%0.00%0.00%Q1 2020Q3 20217
TSFG, LLC 770.00%0.00%0.00%Q2 2019Q4 20207
SEVEN EIGHT CAPITAL, LP 310.02%0.10%0.25%Q3 2017Q3 20237
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 320.03%0.03%0.05%Q4 2020Q3 20237
WOLVERINE ASSET MANAGEMENT LLC 310.00%0.01%0.03%Q3 2016Q1 20217
AdvisorShares Investments LLC 310.06%0.28%0.47%Q4 2019Q4 20227
Noked Israel Ltd 410.30%2.76%6.36%Q3 2019Q2 20237
HIGHLAND CAPITAL MANAGEMENT LP 310.01%0.17%0.39%Q4 2015Q2 20197
Cerity Partners LLC 610.00%0.01%0.01%Q1 2019Q2 20237
PICTON MAHONEY ASSET MANAGEMENT 610.00%0.08%0.14%Q2 2020Q3 20237
RATIONAL ADVISORS LLC 410.01%0.25%0.38%Q1 2016Q1 20217
Pendal Group Ltd 610.00%0.01%0.02%Q3 2020Q4 20227
Altshuler Shaham Ltd 310.00%0.00%0.01%Q3 2019Q1 20227
Simplicity Solutions, LLC 310.00%0.02%0.04%Q1 2017Q3 20237
Svenska Handelsbanken AB (publ) 771.22%1.86%2.52%Q1 2019Q3 20207
AMERICAN NATIONAL BANK 610.00%0.00%0.01%Q1 2021Q2 20237
WHITTIER TRUST CO OF NEVADA INC 770.00%0.07%0.10%Q1 2022Q3 20237
BlueCrest Capital Management Ltd 310.01%0.03%0.05%Q4 2015Q2 20197
PIEDMONT INVESTMENT ADVISORS INC 770.02%0.04%0.05%Q3 2018Q1 20207
Eagle Bay Advisors LLC 610.00%0.04%0.08%Q4 2021Q3 20237
Rehmann Capital Advisory Group 770.01%0.01%0.01%Q1 2018Q3 20197
Disciplined Investments, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
Capital Advisors, Ltd. LLC 420.00%0.00%0.00%Q4 2021Q3 20236
Sheaff Brock Investment Advisors, LLC 660.11%0.13%0.16%Q1 2016Q2 20176
FORA Capital, LLC 220.05%0.17%0.32%Q2 2021Q1 20236
Orion Portfolio Solutions, LLC 330.00%0.04%0.08%Q4 2019Q3 20236
Carmichael Hill & Associates, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
UNITED SERVICES AUTOMOBILE ASSOCIATION 660.00%0.00%0.00%Q1 2018Q2 20196
Schechter Investment Advisors, LLC 660.02%0.03%0.03%Q2 2022Q3 20236
Railway Pension Investments Ltd 660.02%0.08%0.12%Q1 2021Q2 20226
Harel Insurance Investments & Financial Services Ltd. 310.00%0.01%0.02%Q1 2021Q3 20236
INTECH INVESTMENT MANAGEMENT LLC 660.01%0.06%0.18%Q2 2022Q3 20236
First National Advisers, LLC 660.53%0.58%0.65%Q2 2022Q3 20236
Kingfisher Capital LLC 660.57%0.69%0.87%Q3 2020Q4 20216
FIDUCIARY TRUST CO 660.01%0.01%0.01%Q2 2022Q3 20236
Core Alternative Capital 410.00%0.01%0.02%Q4 2021Q3 20236
CADENCE CAPITAL MANAGEMENT LLC 660.20%0.34%0.57%Q1 2013Q2 20146
Opus Capital Group, LLC 660.07%0.27%0.59%Q3 2018Q4 20196
FAYEZ SAROFIM & CO 660.00%0.00%0.00%Q2 2022Q3 20236
OSTRUM ASSET MANAGEMENT 330.07%0.33%0.81%Q4 2018Q3 20236
Fulcrum Asset Management LLP 510.15%0.82%1.30%Q3 2020Q1 20226
Leverage Partners Absolute Return Fund SPC 661.27%1.60%2.08%Q4 2020Q1 20226
Camelot Portfolios, LLC 660.14%0.17%0.23%Q1 2017Q2 20186
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 660.40%0.64%0.77%Q2 2022Q3 20236
ALPHA WINDWARD LLC 660.00%0.05%0.31%Q4 2015Q1 20176
Koshinski Asset Management, Inc. 330.01%0.02%0.03%Q3 2021Q3 20236
Avion Wealth 660.00%0.00%0.00%Q2 2022Q3 20236
Circle Wealth Management, LLC 660.03%0.05%0.08%Q4 2020Q1 20226
BENNETT SELBY INVESTMENTS LP 660.34%1.07%1.28%Q3 2022Q4 20236
Procyon Advisors, LLC 330.05%0.07%0.09%Q4 2019Q4 20216
Czech National Bank 660.04%0.04%0.04%Q3 2022Q4 20236
Black Swift Group, LLC 510.00%0.42%0.76%Q1 2021Q3 20236
TrinityPoint Wealth, LLC 660.08%0.10%0.11%Q2 2022Q3 20236
Noked Capital LTD 420.30%2.53%6.36%Q3 2019Q3 20226
Schubert & Co 660.00%0.00%0.01%Q4 2021Q1 20236
MAVERICK CAPITAL LTD 410.00%0.02%0.04%Q1 2020Q2 20236
Frontier Wealth Management LLC 660.03%0.14%0.20%Q1 2021Q2 20226
Standard Family Office LLC 330.03%0.19%0.91%Q4 2020Q3 20226
Graves Light Lenhart Wealth, Inc. 660.02%0.02%0.03%Q4 2020Q1 20226
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
REGENTATLANTIC CAPITAL LLC 660.01%0.01%0.02%Q2 2021Q3 20226
Private Ocean, LLC 660.00%0.00%0.00%Q2 2021Q3 20226
Liontrust Investment Partners LLP 660.02%0.12%0.17%Q2 2022Q3 20236
Gilman Hill Asset Management, LLC 660.09%0.10%0.11%Q3 2015Q4 20166
Aaron Wealth Advisors LLC 660.02%0.13%0.17%Q4 2020Q1 20226
Mount Lucas Management LP 660.04%0.06%0.10%Q4 2015Q1 20176
Horizon Investments, LLC 410.01%0.01%0.01%Q3 2021Q3 20236
KESTRA PRIVATE WEALTH SERVICES, LLC 660.03%0.04%0.06%Q2 2021Q3 20226
Magnetar Financial LLC 210.00%0.01%0.02%Q2 2013Q2 20226
V Wealth Advisors LLC 660.04%0.06%0.07%Q1 2022Q2 20236
GROUP ONE TRADING, L.P. 510.00%0.00%0.01%Q2 2021Q3 20236
Metis Global Partners, LLC 420.03%0.04%0.04%Q1 2022Q3 20236
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 510.08%0.80%1.69%Q4 2021Q3 20236
Wedgewood Partners 661.66%2.28%3.06%Q2 2022Q3 20236
TRUSTCORE FINANCIAL SERVICES, LLC 660.00%0.00%0.00%Q2 2021Q3 20226
RiverPark Advisors, LLC 660.21%0.48%0.84%Q2 2022Q3 20236
OTTER CREEK MANAGEMENT INC 660.26%0.70%1.30%Q2 2013Q3 20146
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 660.11%0.43%1.07%Q1 2019Q2 20206
Crescent Grove Advisors, LLC 660.03%0.03%0.04%Q2 2021Q3 20226
Kavar Capital Partners, LLC 310.00%0.00%0.02%Q4 2013Q2 20196
Aquatic Capital Management LLC 410.01%0.28%0.76%Q4 2021Q3 20236
OCCUDO QUANTITATIVE STRATEGIES LP 210.04%0.15%0.38%Q1 2021Q3 20236
Bayesian Capital Management, LP 210.07%0.20%0.37%Q1 2018Q4 20216
Ten Capital Wealth Advisors, LLC 660.00%0.00%0.01%Q4 2021Q1 20236
Advisors Preferred, LLC 210.02%0.10%0.18%Q3 2016Q3 20216
Knights of Columbus Asset Advisors LLC 660.14%0.19%0.23%Q1 2020Q2 20216
Quantamental Technologies LLC 210.01%0.26%0.57%Q4 2018Q1 20236
EDMOND DE ROTHSCHILD HOLDING S.A. 660.00%0.00%0.00%Q2 2022Q3 20236
HERITAGE WEALTH MANAGEMENT, LLC 420.12%0.16%0.19%Q2 2021Q4 20226
Intrinsic Edge Capital Management LLC 510.22%0.31%0.59%Q2 2020Q1 20226
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 210.00%0.05%0.17%Q3 2016Q3 20236
FinTrust Capital Advisors, LLC 420.00%0.00%0.01%Q4 2018Q1 20226
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 660.02%0.02%0.02%Q2 2022Q3 20236
IEQ CAPITAL, LLC 420.00%0.01%0.01%Q3 2021Q3 20236
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 660.01%0.04%0.09%Q3 2020Q4 20216
Freedom Day Solutions, LLC 660.67%0.76%0.89%Q2 2021Q3 20226
MACKAY SHIELDS LLC 660.02%0.02%0.03%Q4 2020Q1 20226
ZACKS INVESTMENT MANAGEMENT 310.01%0.03%0.05%Q2 2016Q2 20225
Leucadia National 440.01%0.05%0.10%Q4 2022Q3 20235
Magnus Financial Group LLC 550.03%0.04%0.04%Q2 2019Q2 20205
GAM SYSTEMATIC LLP 550.01%0.10%0.23%Q1 2016Q1 20175
Riverwater Partners LLC 550.30%0.34%0.37%Q4 2022Q4 20235
Asset Dedication, LLC 310.00%0.00%0.00%Q3 2021Q3 20235
NorthRock Partners, LLC 410.02%0.02%0.03%Q2 2022Q3 20235
QS Investors, LLC 410.00%0.03%0.05%Q3 2016Q2 20215
ADVISOR PARTNERS II, LLC 550.05%0.06%0.06%Q3 2022Q3 20235
BOOTHBAY FUND MANAGEMENT, LLC 410.01%0.02%0.02%Q1 2022Q3 20235
Hexagon Capital Partners LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Triasima Portfolio Management inc. 550.12%0.16%0.19%Q4 2020Q4 20215
Diversified Trust Co 410.01%0.01%0.01%Q3 2020Q4 20215
AVANTAX ADVISORY SERVICES, INC. 410.00%0.01%0.01%Q2 2021Q3 20235
Holocene Advisors, LP 210.00%0.01%0.01%Q3 2018Q2 20225
FCF Advisors LLC 320.97%1.08%1.23%Q1 2017Q1 20205
Vigilant Capital Management, LLC 410.00%0.00%0.00%Q2 2016Q2 20225
GLOBEFLEX CAPITAL L P 550.02%0.02%0.03%Q2 2021Q2 20225
Sound Income Strategies, LLC 320.00%0.00%0.00%Q3 2020Q2 20225
Spot Trading L.L.C 210.00%0.01%0.02%Q4 2014Q1 20165
SANDLER CAPITAL MANAGEMENT 210.31%0.58%1.01%Q1 2014Q3 20215
EVOKE WEALTH, LLC 320.00%0.00%0.00%Q3 2019Q3 20225
PERSONAL CFO SOLUTIONS, LLC 550.00%0.07%0.10%Q3 2019Q3 20205
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 550.01%0.03%0.05%Q1 2021Q1 20225
BANK OF HAWAII 410.02%0.02%0.02%Q1 2018Q1 20205
Y-Intercept (Hong Kong) Ltd 310.08%0.14%0.24%Q3 2021Q2 20235
Avidian Wealth Solutions, LLC 210.02%0.06%0.22%Q1 2018Q3 20235
SkyView Investment Advisors, LLC 320.00%0.01%0.01%Q4 2020Q2 20235
QUEST INVESTMENT MANAGEMENT LLC 550.03%0.04%0.05%Q2 2013Q2 20145
Chicago Partners Investment Group LLC 310.01%0.01%0.02%Q3 2021Q2 20235
Perimeter Capital Partners, LLC 550.21%0.47%0.71%Q2 2013Q2 20145
WESTFIELD CAPITAL MANAGEMENT CO LP 320.00%0.25%0.47%Q2 2021Q3 20235
NewEdge Advisors, LLC 410.00%0.01%0.01%Q4 2021Q3 20235
Lyon Street Capital, LLC 320.70%1.35%2.03%Q1 2020Q1 20225
Livingston Group Asset Management CO (operating as Southport Capital Management) 550.49%0.64%0.88%Q1 2021Q1 20225
Diametric Capital, LP 410.73%0.94%1.16%Q3 2019Q2 20215
RK Capital 320.74%1.47%2.14%Q4 2018Q3 20235
Visionary Asset Management, Inc. 550.06%0.08%0.10%Q4 2017Q4 20185
Psagot Value Holdings Ltd. / (Israel) 410.00%0.05%0.13%Q3 2021Q4 20225
AXIOM INVESTORS LLC /DE 550.83%0.94%1.03%Q2 2020Q2 20215
FIRST HORIZON CORP 410.02%0.02%0.02%Q2 2013Q2 20215
Compass Wealth Management LLC 550.02%0.02%0.02%Q4 2022Q4 20235
MOTIVE WEALTH ADVISORS 550.32%0.35%0.38%Q2 2021Q2 20225
WASHINGTON TRUST BANK 410.00%0.03%0.04%Q3 2016Q3 20235
Alaska Permanent Fund Corp 550.00%0.00%0.00%Q4 2021Q4 20225
TWINBEECH CAPITAL LP 310.04%0.22%0.54%Q1 2021Q1 20235
JACOBS LEVY EQUITY MANAGEMENT, INC 410.01%0.06%0.14%Q2 2015Q4 20165
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. 550.10%0.20%0.30%Q4 2019Q4 20205
300 NORTH CAPITAL, LLC 550.06%0.95%1.64%Q2 2013Q2 20145
BRIDGEWAY CAPITAL MANAGEMENT, LLC 320.01%0.04%0.05%Q1 2016Q3 20215
COUNTRY TRUST BANK 550.00%0.00%0.00%Q4 2021Q4 20225
Princeton Alpha Management LP 320.04%0.07%0.14%Q1 2015Q4 20165
Blue Chip Partners, LLC 550.04%0.05%0.08%Q3 2021Q3 20225
WORLDQUANT MILLENNIUM ADVISORS LLC 210.03%0.22%0.61%Q3 2021Q3 20235
Patriot Financial Group Insurance Agency, LLC 550.00%0.00%0.00%Q1 2017Q1 20185
JNBA Financial Advisors 310.00%0.00%0.01%Q3 2016Q3 20235
Silvant Capital Management LLC 550.18%0.27%0.32%Q3 2022Q3 20235
Tortoise Investment Management, LLC 550.00%0.00%0.00%Q1 2019Q1 20205
D L CARLSON INVESTMENT GROUP INC 550.78%0.90%1.02%Q4 2014Q4 20155
Tiger Eye Capital LLC 552.54%3.32%4.05%Q2 2016Q2 20175
1832 Asset Management L.P. 410.00%0.01%0.02%Q1 2022Q3 20235
Pacifica Partners Inc. 550.00%0.00%0.00%Q2 2021Q2 20225
Gitterman Wealth Management, LLC 310.10%0.16%0.24%Q2 2021Q3 20235
Centerpoint Advisors, LLC 410.00%0.01%0.01%Q2 2018Q3 20235
Unified Trust Company, N.A. 550.08%0.11%0.16%Q3 2020Q3 20215
MSI Financial Services Inc 550.00%0.00%0.00%Q4 2015Q4 20165
TIAA, FSB 550.00%0.00%0.00%Q2 2022Q2 20235
Wealthspire Advisors, LLC 210.00%0.01%0.01%Q4 2020Q3 20235
OSTERWEIS CAPITAL MANAGEMENT INC 550.00%0.00%0.00%Q3 2022Q3 20235
Braun-Bostich & Associates Inc. 550.06%0.43%0.56%Q3 2020Q3 20215
GENESEE VALLEY TRUST CO 550.14%0.18%0.26%Q1 2017Q1 20185
Atika Capital Management LLC 551.05%1.33%1.94%Q3 2022Q3 20235
T. Rowe Price Investment Management, Inc. 550.01%0.01%0.01%Q3 2022Q3 20235
Mirae Asset Global Investments Co., Ltd. 410.00%0.00%0.00%Q3 2018Q3 20215
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 550.44%0.59%0.80%Q3 2022Q3 20235
PINNACLE FINANCIAL PARTNERS INC 550.00%0.00%0.00%Q3 2022Q3 20235
Strategic Asset Management, LLC 550.06%0.06%0.08%Q3 2021Q3 20225
BOGLE INVESTMENT MANAGEMENT L P /DE/ 310.04%0.48%0.93%Q1 2015Q4 20205
Invictus RG Pte. Ltd. 310.01%0.02%0.03%Q1 2014Q2 20154
BURNEY CO/ 440.02%0.02%0.02%Q3 2022Q2 20234
Jupiter Investment Management Ltd 210.01%0.06%0.13%Q1 2015Q3 20164
Colonial Trust Advisors 440.00%0.00%0.00%Q4 2022Q3 20234
USS Investment Management Ltd 440.01%0.02%0.04%Q3 2021Q2 20224
Alliance Wealth Advisors, LLC /UT 440.23%0.26%0.28%Q4 2022Q3 20234
Cinctive Capital Management LP 220.11%0.28%0.48%Q3 2022Q3 20234
Summit Trail Advisors, LLC 440.14%0.22%0.29%Q4 2017Q3 20184
Western Pacific Wealth Management, LP 440.00%0.00%0.00%Q4 2022Q3 20234
Baker Avenue Asset Management, LP 440.00%0.00%0.00%Q4 2022Q3 20234
Siemens Fonds Invest GmbH 310.02%0.02%0.02%Q4 2021Q2 20234
Colonial Trust Co / SC 440.00%0.03%0.06%Q4 2022Q3 20234
WoodTrust Financial Corp 440.14%0.18%0.19%Q4 2022Q3 20234
Quantum Private Wealth, LLC 310.11%0.14%0.15%Q3 2022Q3 20234
Newfound Research LLC 440.10%0.11%0.12%Q2 2021Q1 20224
tru Independence LLC 310.00%0.04%0.08%Q4 2019Q1 20214
B. Riley Wealth Management, Inc. 210.02%0.02%0.03%Q4 2020Q1 20224
AIA Group Ltd 440.01%0.01%0.02%Q3 2021Q2 20224
Corient Capital Partners, LLC 440.02%0.02%0.02%Q2 2021Q1 20224
Wedmont Private Capital 440.06%0.07%0.08%Q4 2021Q3 20224
Qtron Investments LLC 210.06%0.13%0.24%Q2 2020Q3 20234
Ruedi Wealth Management, Inc. 440.02%0.02%0.02%Q4 2022Q3 20234
Alyeska Investment Group, L.P. 440.10%0.30%0.50%Q4 2022Q3 20234
Barber Financial Group, Inc. 440.03%0.03%0.03%Q2 2021Q1 20224
Bleakley Financial Group, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Ergoteles LLC 210.02%0.33%1.22%Q3 2020Q4 20224
Fermata Advisors, LLC 440.10%0.14%0.18%Q2 2021Q1 20224
Sutton Wealth Advisors Inc. 310.00%0.00%0.00%Q1 2022Q3 20234
1623 Capital LLC 441.65%2.46%3.15%Q4 2022Q3 20234
Roberts Capital Advisors, LLC 440.66%0.72%0.80%Q4 2021Q3 20224
DONALDSON CAPITAL MANAGEMENT, LLC 440.01%0.02%0.02%Q3 2021Q2 20224
WEALTHFRONT Corp 440.00%0.00%0.00%Q4 2014Q3 20154
BROWN ADVISORY INC 440.00%0.01%0.02%Q4 2022Q3 20234
KG&L Capital Management,LLC 440.19%0.22%0.23%Q4 2022Q3 20234
Ahrens Investment Partners LLC 310.00%0.00%0.00%Q4 2021Q1 20234
HENNESSY ADVISORS INC 441.06%1.15%1.29%Q4 2015Q3 20164
ALBION FINANCIAL GROUP /UT 310.00%0.00%0.00%Q4 2020Q4 20214
TFC Financial Management, Inc. 310.00%0.00%0.00%Q4 2021Q3 20234
ONTARIO TEACHERS PENSION PLAN BOARD 110.00%0.01%0.02%Q1 2019Q3 20234
6 Meridian 440.02%0.03%0.06%Q1 2020Q4 20204
LBP AM SA 440.01%0.01%0.01%Q4 2022Q3 20234
Strategic Global Advisors, LLC 441.11%1.21%1.44%Q3 2020Q2 20214
FirstPurpose Wealth LLC 310.13%0.14%0.16%Q4 2021Q3 20234
Itau Unibanco Holding S.A. 210.00%0.00%0.00%Q3 2016Q4 20194
B. Metzler seel. Sohn & Co. Holding AG 440.04%0.04%0.05%Q4 2020Q3 20214
Johnson Financial Group, Inc. 310.00%0.00%0.00%Q2 2022Q3 20234
Brookstone Capital Management 440.01%0.01%0.01%Q4 2022Q3 20234
AJO, LP 440.01%0.02%0.04%Q4 2019Q3 20204
COOKSON PEIRCE & CO INC 440.01%1.08%1.66%Q2 2021Q1 20224
MONEY CONCEPTS CAPITAL CORP 440.00%0.00%0.00%Q1 2022Q4 20224
Park Place Capital Corp 440.02%0.03%0.03%Q4 2022Q3 20234
Gyon Technologies Capital Management, LP 210.06%0.07%0.10%Q3 2021Q4 20224
Artisan Partners Limited Partnership 310.00%0.13%0.20%Q2 2013Q3 20234
LONDON CO OF VIRGINIA 440.75%0.81%0.85%Q4 2022Q3 20234
F&C Asset Management plc 440.13%0.18%0.21%Q2 2013Q1 20144
MILESTONE WEALTH, LLC 440.01%0.02%0.03%Q4 2021Q3 20224
PGGM Investments 440.01%0.08%0.11%Q2 2021Q1 20224
Surevest, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
Graham Capital Management, L.P. 220.01%0.02%0.05%Q2 2022Q3 20234
DELTA FINANCIAL ADVISORS LLC 310.09%0.15%0.18%Q2 2019Q4 20214
Heartland Bank & Trust Co 310.18%0.19%0.20%Q2 2021Q2 20224
LMR Partners LLP 210.01%0.17%0.45%Q2 2016Q2 20214
First Personal Financial Services 310.00%0.01%0.01%Q3 2017Q3 20214
Dorsey Wright & Associates 310.20%0.24%0.25%Q4 2019Q4 20204
IndexIQ Advisors LLC 440.00%0.00%0.00%Q2 2021Q1 20224
Copper Rock Capital Partners, LLC 220.58%1.50%2.32%Q2 2013Q2 20164
TELEMUS CAPITAL, LLC 310.00%0.23%0.34%Q4 2017Q3 20234
Farther Finance Advisors, LLC 440.00%0.01%0.03%Q4 2022Q3 20234
Stewart Asset Management, LLC 210.36%0.53%0.63%Q3 2021Q4 20224
BRIDGES INVESTMENT MANAGEMENT INC 220.03%0.13%0.27%Q2 2019Q3 20234
THOMPSON SIEGEL & WALMSLEY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Marlowe Partners LP 446.13%8.11%10.31%Q3 2022Q2 20234
SYSTM Wealth Solutions LLC 440.18%0.26%0.30%Q4 2022Q3 20234
Y.D. More Investments Ltd 440.18%0.45%0.62%Q4 2022Q3 20234
Woodline Partners LP 440.00%0.13%0.41%Q3 2022Q2 20234
DFPG INVESTMENTS, LLC 440.09%0.11%0.12%Q4 2022Q3 20234
JOYN Advisors, Inc. 440.02%0.02%0.03%Q1 2018Q4 20184
Menard Financial Group LLC 440.25%0.27%0.30%Q2 2021Q1 20224
Rinkey Investments 310.10%0.12%0.16%Q3 2022Q3 20234
COMMONWEALTH BANK OF AUSTRALIA 440.00%0.00%0.01%Q3 2018Q2 20194
ELCO Management Co., LLC 310.18%0.22%0.25%Q3 2022Q3 20234
Welch Group, LLC 310.02%0.02%0.02%Q3 2013Q3 20154
Stony Point Capital LLC 442.35%3.25%3.91%Q4 2021Q3 20224
ClearBridge Investments 440.00%0.00%0.00%Q3 2020Q2 20214
WINMILL & CO. INC 440.76%0.87%0.92%Q4 2022Q3 20234
Steward Financial Group LLC 210.00%0.00%0.00%Q2 2022Q3 20234
Financial Management Professionals, Inc. 310.00%0.00%0.00%Q1 2022Q3 20234
True Wealth Design, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
OXFORD ASSET MANAGEMENT LLP 220.02%0.04%0.06%Q2 2017Q4 20194
ETF MANAGERS GROUP, LLC 440.01%0.02%0.02%Q2 2021Q1 20224
Camarda Financial Advisors, LLC 220.00%0.05%0.16%Q1 2016Q2 20194
BW Gestao de Investimentos Ltda. 440.20%0.33%0.53%Q1 2021Q4 20214
Thematics Asset Management 440.30%0.32%0.32%Q4 2022Q3 20234
Corient Private Wealth LLC 440.00%0.04%0.05%Q4 2022Q3 20234
Bell Rock Capital LLC 440.38%0.83%1.41%Q2 2018Q1 20194
Granite Investment Partners, LLC 440.01%0.01%0.01%Q2 2021Q1 20224
Caption Management, LLC 110.02%0.06%0.10%Q2 2021Q3 20224
SG3 Management, LLC 220.00%0.06%0.16%Q1 2021Q2 20214
Pearl River Capital, LLC 210.08%0.16%0.20%Q4 2019Q3 20234
O'Shares Investment Advisers, LLC 310.09%0.14%0.27%Q4 2018Q2 20204
BBVA USA Bancshares, Inc. 440.02%0.02%0.02%Q2 2020Q1 20214
Unigestion Holding SA 440.03%0.03%0.04%Q2 2021Q1 20224
Golden State Wealth Management, LLC 440.22%0.24%0.27%Q2 2021Q1 20224
Curi Wealth Management, LLC 310.00%0.01%0.01%Q4 2020Q2 20224
Neuberger Berman Canada ULC 310.06%0.15%0.22%Q2 2013Q2 20174
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 330.01%0.02%0.04%Q4 2017Q2 20183
Wilmington Funds Management Corp 330.03%0.03%0.03%Q4 2013Q2 20143
Nalls Sherbakoff Group, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
Sageworth Trust Co of South Dakota 330.01%0.04%0.10%Q4 2021Q2 20223
Mendota Financial Group, LLC 210.16%0.17%0.19%Q4 2022Q3 20233
Crescent Capital Consulting, LLC 330.00%0.00%0.00%Q2 2021Q4 20213
Wealth Advisory Solutions, LLC 210.06%0.06%0.08%Q4 2020Q3 20213
Capital Directions Investment Advisors, LLC 330.01%0.01%0.01%Q3 2019Q1 20203
HAP Trading, LLC 110.01%0.02%0.02%Q2 2014Q1 20223
Sciencast Management LP 210.17%0.25%0.37%Q2 2017Q3 20213
Foundry Partners, LLC 110.01%0.01%0.02%Q4 2015Q4 20163
Kerrisdale Advisers, LLC 330.85%0.95%1.03%Q2 2020Q4 20203
McIlrath & Eck, LLC 330.00%0.00%0.00%Q2 2020Q4 20203
WBI INVESTMENTS, LLC 110.17%0.22%0.29%Q4 2015Q1 20193
Focused Wealth Management, Inc 330.01%0.01%0.02%Q1 2023Q3 20233
TDAM USA INC. 330.04%0.04%0.06%Q2 2018Q4 20183
Donoghue Forlines LLC 210.15%0.27%0.36%Q1 2021Q1 20223
HARDING LOEVNER LP 330.00%0.00%0.00%Q1 2022Q3 20223
Desjardins Global Asset Management Inc. 330.00%0.00%0.01%Q1 2023Q3 20233
Regal Investment Advisors LLC 220.01%0.01%0.02%Q2 2023Q3 20233
ELEMENT CAPITAL MANAGEMENT LLC 330.12%0.13%0.14%Q1 2022Q3 20223
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 330.09%0.16%0.28%Q2 2013Q4 20133
Executive Wealth Management, LLC 330.01%0.01%0.01%Q4 2018Q2 20193
CLINTON GROUP INC 110.02%0.05%0.08%Q1 2016Q2 20173
Linden Thomas Advisory Services, LLC 330.15%0.15%0.16%Q4 2022Q2 20233
Sageworth Trust Co 330.00%0.00%0.01%Q2 2021Q4 20213
READYSTATE ASSET MANAGEMENT LP 110.02%0.09%0.12%Q3 2023Q3 20233
FOX RUN MANAGEMENT, L.L.C. 110.08%0.13%0.19%Q2 2021Q1 20233
NewSquare Capital LLC 330.01%0.02%0.03%Q2 2019Q4 20193
Thrive Wealth Management, LLC 330.06%0.07%0.07%Q1 2023Q3 20233
Arabesque Asset Management Ltd 330.14%0.28%0.54%Q2 2021Q4 20213
Swedbank 330.37%0.41%0.46%Q2 2020Q4 20203
Haverford Financial Services, Inc. 330.12%0.20%0.26%Q2 2022Q4 20223
Acrospire Investment Management LLC 110.01%0.03%0.07%Q1 2016Q2 20173
Evercore Wealth Management, LLC 330.51%0.70%0.80%Q1 2023Q3 20233
Chanos & Co LP 330.26%0.61%1.05%Q4 2022Q2 20233
FIRST MERCANTILE TRUST CO 210.00%0.00%0.00%Q2 2013Q2 20143
DoubleLine ETF Adviser LP 330.10%0.11%0.12%Q1 2023Q3 20233
Cordant, Inc. 110.00%0.00%0.00%Q4 2019Q1 20223
Roundview Capital LLC 330.08%0.09%0.11%Q1 2023Q3 20233
Ilmarinen Mutual Pension Insurance Co 330.05%0.07%0.08%Q1 2022Q3 20223
Icon Wealth Partners, LLC 110.00%0.00%0.00%Q4 2017Q1 20193
Cypress Capital Group 330.10%0.10%0.11%Q1 2021Q3 20213
Mesirow Institutional Investment Management, Inc. 330.20%0.25%0.29%Q1 2023Q3 20233
CAAS CAPITAL MANAGEMENT LP 110.02%0.05%0.06%Q1 2023Q1 20233
Checchi Capital Advisers, LLC 110.00%0.02%0.03%Q2 2016Q4 20213
Timpani Capital Management LLC 330.52%0.70%1.03%Q1 2016Q3 20163
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 210.00%0.01%0.01%Q3 2018Q2 20223
Versor Investments LP 330.08%0.13%0.21%Q1 2023Q3 20233
Venturi Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
BP PLC 330.02%0.02%0.02%Q4 2020Q2 20213
Cadent Capital Advisors, LLC 330.09%0.10%0.11%Q2 2021Q4 20213
Taika Capital, LP 331.13%1.96%3.27%Q4 2021Q2 20223
MD Financial Management Inc. 330.05%0.06%0.06%Q2 2021Q4 20213
MUFG Securities EMEA plc 210.01%0.08%0.13%Q3 2020Q3 20213
Robeco Schweiz AG 330.46%0.61%0.74%Q1 2022Q3 20223
Caprock Group, LLC 210.02%0.03%0.03%Q4 2021Q3 20223
LIBERTY WEALTH MANAGEMENT LLC 210.00%0.01%0.01%Q4 2019Q3 20213
SUMITOMO LIFE INSURANCE CO 330.04%0.05%0.07%Q1 2023Q3 20233
Apriem Advisors 330.00%0.00%0.00%Q3 2016Q1 20173
Sound Financial Strategies Group, LLC 330.32%0.35%0.41%Q2 2021Q4 20213
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 331.22%1.33%1.54%Q2 2016Q4 20163
Angeles Investment Advisors, LLC 330.05%0.07%0.08%Q2 2021Q4 20213
MJP ASSOCIATES INC /ADV 330.07%0.08%0.09%Q1 2023Q3 20233
Perpetual Ltd 330.03%0.03%0.04%Q1 2023Q3 20233
CARDEROCK CAPITAL MANAGEMENT INC 332.05%2.19%2.35%Q1 2023Q3 20233
Ascent Group, LLC 330.02%0.03%0.04%Q1 2023Q3 20233
Crewe Advisors LLC 330.00%0.00%0.00%Q2 2022Q4 20223
Jane Street Holding, LLC 330.00%0.01%0.01%Q2 2013Q4 20133
CALDWELL SUTTER CAPITAL, INC. 330.00%0.00%0.00%Q1 2023Q3 20233
Waverton Investment Management Ltd 330.21%0.22%0.24%Q3 2013Q1 20143
Bellwether Advisors, LLC 210.00%0.16%0.29%Q2 2021Q1 20223
Empower Advisory Group, LLC 330.22%0.24%0.24%Q1 2023Q3 20233
JUPITER ASSET MANAGEMENT LTD 330.10%0.10%0.10%Q1 2014Q3 20143
GUARDIAN CAPITAL LP 330.01%0.02%0.02%Q1 2023Q3 20233
EAGLE BOSTON INVESTMENT MANAGEMENT INC 330.02%0.03%0.03%Q4 2017Q2 20183
DENALI ADVISORS LLC 330.02%0.09%0.13%Q2 2020Q4 20203
Ameritas Investment Company, LLC 110.00%0.01%0.02%Q4 2018Q1 20213
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q1 2021Q4 20223
STALEY CAPITAL ADVISERS INC 330.01%0.01%0.01%Q1 2023Q3 20233
OMERS ADMINISTRATION Corp 110.01%0.03%0.06%Q3 2016Q4 20193
JANUS HENDERSON INVESTORS US LLC 330.01%0.01%0.01%Q3 2016Q1 20173
Otter Creek Advisors, LLC 211.16%1.19%1.23%Q1 2016Q2 20173
NICHOLAS COMPANY, INC. 330.11%0.12%0.13%Q2 2022Q4 20223
Pallas Capital Advisors LLC 330.04%0.05%0.07%Q2 2021Q4 20213
RAINIER INVESTMENT MANAGEMENT LLC 330.01%0.07%0.10%Q2 2013Q4 20133
IHT Wealth Management, LLC 210.02%0.13%0.36%Q1 2017Q4 20213
Hillsdale Investment Management Inc. 110.06%0.09%0.12%Q2 2013Q2 20173
ALTA CAPITAL MANAGEMENT LLC/ 330.44%0.55%0.61%Q1 2023Q3 20233
WealthPLAN Partners, LLC 110.00%0.00%0.00%Q2 2015Q2 20163
Meiji Yasuda Asset Management Co Ltd. 210.02%0.27%0.77%Q1 2021Q4 20213
Activest Wealth Management 210.00%0.00%0.00%Q3 2022Q3 20233
ANALYTIC INVESTORS, LLC 330.00%0.01%0.02%Q4 2015Q2 20163
Nicholas Investment Partners, LP 330.16%0.22%0.27%Q4 2019Q2 20203
Wallace Advisory Group, LLC 330.28%0.31%0.37%Q1 2023Q3 20233
Hudson Bay Capital Management LP 110.04%0.04%0.05%Q2 2022Q3 20233
Herold Advisors, Inc. 330.47%0.48%0.48%Q1 2022Q3 20223
BlackRock Japan Co. Ltd 210.00%0.00%0.00%Q2 2014Q4 20163
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 330.02%0.02%0.03%Q1 2021Q3 20213
RGT Wealth Advisors, LLC 330.13%0.70%1.06%Q1 2018Q3 20183
CORBETT ROAD CAPITAL MANAGEMENT, LLC 330.42%0.52%0.61%Q3 2021Q1 20223
Placemark Investments, Inc. 330.00%0.01%0.01%Q2 2013Q4 20133
Lloyds Banking Group plc 331.25%1.33%1.39%Q1 2016Q3 20163
Fortis Advisors, LLC 330.10%0.11%0.14%Q2 2019Q4 20193
MARATHON CAPITAL MANAGEMENT 330.08%0.09%0.09%Q1 2021Q3 20213
Nilsine Partners, LLC 330.03%0.03%0.03%Q1 2023Q3 20233
Presidio Capital Management, LLC 210.19%0.20%0.22%Q4 2021Q2 20233
MARINO, STRAM & ASSOCIATES LLC 210.00%0.03%0.10%Q4 2018Q2 20213
Headlands Technologies LLC 210.05%0.17%0.41%Q4 2022Q3 20233
ArrowMark Colorado Holdings LLC 330.01%0.29%0.44%Q1 2023Q3 20233
Csenge Advisory Group 210.00%0.02%0.03%Q3 2018Q4 20203
Connectus Wealth, LLC 330.10%0.23%0.32%Q1 2023Q3 20233
Omnia Family Wealth, LLC 330.00%0.00%0.00%Q4 2016Q2 20173
Blue Rock Advisors, LLC 221.81%3.05%4.30%Q2 2017Q3 20172
Cullen Capital Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
HIGHBRIDGE CAPITAL MANAGEMENT LLC 220.00%0.00%0.01%Q2 2017Q3 20172
Redhawk Wealth Advisors, Inc. 220.05%0.07%0.09%Q2 2021Q3 20212
Ethic Inc. 220.05%0.06%0.08%Q4 2020Q1 20212
ORG Partners LLC 220.00%0.00%0.01%Q2 2023Q3 20232
Hutchin Hill Capital, LP 110.02%0.06%0.10%Q4 2016Q2 20172
E Fund Management (Hong Kong) Co., Ltd. 220.02%0.04%0.05%Q3 2023Q4 20232
Milestone Investment Advisors LLC 110.00%0.00%0.00%Q1 2023Q3 20232
Portside Wealth Group, LLC 220.18%0.18%0.18%Q2 2023Q3 20232
Arete Wealth Advisors, LLC 220.04%0.04%0.04%Q1 2020Q2 20202
AIGEN INVESTMENT MANAGEMENT, LP 110.02%0.04%0.07%Q1 2020Q3 20212
ARMISTICE CAPITAL, LLC 110.01%0.15%0.29%Q1 2021Q3 20232
Realta Investment Advisors 110.00%0.02%0.04%Q1 2019Q3 20192
NORTHERN TRUST CO OF CONNECTICUT 220.00%0.00%0.00%Q2 2013Q3 20132
Castle Rock Wealth Management, LLC 220.15%0.17%0.19%Q2 2020Q3 20202
CenterStar Fund, LLC 110.00%0.01%0.02%Q4 2016Q4 20162
Voya Financial Advisors, Inc. 220.02%0.03%0.03%Q3 2021Q4 20212
Insight Wealth Strategies, LLC 220.13%0.13%0.13%Q4 2018Q1 20192
PSI Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Fortis Capital Advisors, LLC 220.03%0.03%0.03%Q4 2022Q1 20232
Atlas Private Wealth Advisors 220.00%0.00%0.00%Q4 2020Q1 20212
Fortitude Advisory Group L.L.C. 220.04%0.04%0.04%Q4 2021Q1 20222
Santa Fe Partners LLC 220.05%0.06%0.08%Q3 2015Q4 20152
BREWIN DOLPHIN LTD 220.00%0.00%0.00%Q2 2021Q3 20212
Summit Wealth Group, LLC 220.04%0.04%0.05%Q1 2021Q2 20212
Tuttle Capital Management, LLC 110.24%0.60%0.96%Q1 2020Q1 20212
Linscomb & Williams, Inc. 220.05%0.06%0.06%Q4 2019Q1 20202
DEERE & CO 110.04%0.04%0.04%Q1 2014Q1 20152
Aristotle Capital Boston, LLC 220.14%0.21%0.28%Q2 2023Q3 20232
Wellington Shields Capital Management, LLC 110.02%0.03%0.03%Q2 2021Q1 20222
TRUST CO OF VERMONT 110.00%0.00%0.00%Q4 2020Q3 20222
Full Sail Capital, LLC 220.02%0.03%0.03%Q3 2020Q4 20202
Sierra Capital LLC 220.00%0.01%0.01%Q2 2022Q3 20222
Forge First Asset Management Inc. 220.17%0.43%0.69%Q4 2022Q1 20232
Concentric Capital Strategies, LP 220.66%0.81%0.97%Q2 2023Q3 20232
XTX Topco Ltd 110.11%0.15%0.19%Q3 2021Q2 20232
Northwest Capital Management Inc 220.00%0.00%0.00%Q2 2023Q3 20232
NAVELLIER & ASSOCIATES INC 220.05%0.06%0.06%Q3 2016Q4 20162
Alpine Global Management, LLC 110.07%0.10%0.13%Q2 2015Q2 20162
Nachman Norwood & Parrott, Inc 220.03%0.03%0.03%Q3 2020Q4 20202
Kessler Investment Group, LLC 220.10%0.10%0.10%Q3 2021Q4 20212
SevenOneSeven Capital Management 221.08%1.87%2.65%Q4 2020Q1 20212
Piermont Capital Management Inc. 220.10%0.10%0.10%Q1 2015Q2 20152
Gideon Capital Advisors, Inc. 220.21%0.22%0.24%Q2 2017Q3 20172
Newbridge Financial Services Group, Inc. 220.00%0.00%0.00%Q1 2021Q2 20212
CreativeOne Wealth, LLC 110.02%0.02%0.02%Q1 2022Q4 20222
GAM Holding AG 220.01%0.01%0.01%Q2 2018Q3 20182
UniSuper Management Pty Ltd 220.00%0.00%0.00%Q2 2023Q3 20232
WealthBridge Capital Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
STRATEGY ASSET MANAGERS LLC 220.13%0.15%0.16%Q1 2021Q2 20212
Airain ltd 220.02%0.02%0.02%Q2 2014Q3 20142
GoalVest Advisory LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Emerald Acquisition Ltd. 220.02%0.02%0.03%Q2 2016Q3 20162
Kore Private Wealth LLC 110.00%0.01%0.01%Q4 2019Q2 20202
Leap Investments LP 110.14%0.17%0.19%Q3 2019Q2 20202
TLP GROUP LLC 220.00%0.01%0.01%Q3 2017Q4 20172
Barnett & Company, Inc. 220.00%0.00%0.00%Q3 2019Q4 20192
Mutual Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
THOMPSON INVESTMENT MANAGEMENT, INC. 220.05%0.05%0.05%Q2 2023Q3 20232
Total Clarity Wealth Management, Inc. 220.00%0.01%0.01%Q3 2021Q4 20212
Spouting Rock Asset Management, LLC 110.28%0.29%0.30%Q1 2023Q3 20232
Choate Investment Advisors 220.02%0.02%0.03%Q2 2022Q3 20222
Delphia (USA) Inc. 220.18%0.22%0.26%Q2 2022Q3 20222
BLUE SQUARE ASSET MANAGEMENT, LLC 110.07%0.10%0.14%Q2 2020Q4 20212
361 CAPITAL LLC 220.17%0.22%0.26%Q1 2017Q2 20172
L. Roy Papp & Associates, LLP 220.07%0.08%0.10%Q2 2023Q3 20232
Cetera Advisors LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Archford Capital Strategies, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
SUN LIFE FINANCIAL INC 220.00%0.00%0.00%Q4 2020Q1 20212
Resolute Advisors LLC 220.00%0.00%0.00%Q2 2021Q3 20212
NICOLET ADVISORY SERVICES, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
Fiduciary Alliance LLC 110.00%0.01%0.01%Q4 2022Q2 20232
First Capital Advisors Group, LLC. 110.00%0.00%0.00%Q1 2018Q2 20232
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 220.01%0.02%0.02%Q3 2021Q4 20212
Stanley-Laman Group, Ltd. 220.07%0.08%0.08%Q3 2020Q4 20202
WEDGE CAPITAL MANAGEMENT L L P/NC 220.00%0.00%0.00%Q1 2021Q2 20212
V-Square Quantitative Management LLC 220.09%0.12%0.14%Q2 2023Q3 20232
FNY Investment Advisers, LLC 110.00%0.01%0.02%Q2 2018Q2 20182
Hood River Capital Management LLC 220.80%1.05%1.30%Q4 2016Q1 20172
UNIVEST FINANCIAL Corp 221.12%1.14%1.16%Q2 2023Q3 20232
Roble, Belko & Company, Inc 220.01%0.01%0.01%Q3 2016Q4 20162
Chimera Capital Management LLC 110.20%0.82%1.44%Q1 2022Q3 20222
Brookfield Asset Management 110.00%0.00%0.01%Q1 2022Q1 20232
Moreno Evelyn V 220.05%0.09%0.12%Q2 2022Q3 20222
ADVANCE CAPITAL I INC 220.63%0.75%0.88%Q2 2016Q3 20162
BANQUE PICTET & CIE SA 220.01%0.01%0.02%Q2 2023Q3 20232
Kula Investments, LLC 220.15%0.22%0.29%Q4 2022Q1 20232
Ridgewood Investments LLC 220.06%0.06%0.06%Q1 2023Q2 20232
iA Global Asset Management Inc. 220.01%0.02%0.03%Q2 2023Q3 20232
WELD CAPITAL MANAGEMENT LLC 110.23%0.36%0.49%Q2 2020Q1 20212
Alera Investment Advisors, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
MQS Management LLC 110.14%0.17%0.20%Q2 2022Q1 20232
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC 220.64%0.67%0.70%Q1 2016Q2 20162
Gallagher Fiduciary Advisors, LLC 220.02%0.02%0.02%Q1 2023Q2 20232
Migdal Insurance & Financial Holdings Ltd. 220.00%0.00%0.00%Q4 2020Q1 20212
GIRARD PARTNERS LTD. 220.46%0.48%0.49%Q2 2023Q3 20232
Sequoia Financial Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
G&S Capital LLC 220.38%0.43%0.48%Q4 2019Q1 20202
Point72 Middle East FZE 220.09%0.11%0.12%Q4 2022Q1 20232
Raleigh Capital Management Inc. 110.00%0.00%0.01%Q3 2022Q3 20232
Tuscan Ridge Asset Management LLC 220.03%0.03%0.04%Q1 2019Q2 20192
Centiva Capital, LP 110.01%0.02%0.03%Q3 2021Q2 20222
Lighthouse Investment Partners, LLC 110.20%0.64%1.09%Q2 2022Q3 20232
Wahed Invest LLC 110.07%0.11%0.15%Q4 2021Q3 20232
SRB CORP 110.09%0.10%0.12%Q1 2021Q3 20212
Oak Thistle LLC 110.13%0.27%0.42%Q1 2023Q3 20232
ACADEMY CAPITAL MANAGEMENT INC/TX 221.30%1.30%1.30%Q2 2023Q3 20232
BBVA USA 220.02%0.03%0.03%Q2 2021Q3 20212
LAKE STREET ADVISORS GROUP, LLC 110.02%0.02%0.02%Q4 2020Q2 20212
SOLARIS ASSET MANAGEMENT LLC 220.01%0.01%0.01%Q1 2014Q2 20142
PATTON FUND MANAGEMENT, INC. 220.73%0.95%1.16%Q4 2020Q1 20212
Independent Advisor Alliance 220.02%0.02%0.02%Q1 2023Q2 20232
Baystate Wealth Management LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Symphony Financial, Ltd. Co. 220.14%0.19%0.23%Q1 2021Q2 20212
Price Capital Management, Inc. 110.14%0.58%1.02%Q1 2015Q3 20152
STIFEL NICOLAUS & CO INC \MO\ 220.01%0.01%0.01%Q2 2013Q3 20132
West Tower Group, LLC 220.01%0.02%0.02%Q2 2023Q3 20232
Personal Wealth Partners 220.00%0.00%0.00%Q3 2019Q4 20192
QUANTITATIVE VALUE TECHNOLOGIES, LLC 220.60%0.66%0.72%Q1 2021Q2 20212
AMERICAN CAPITAL MANAGEMENT INC 220.02%0.02%0.02%Q2 2016Q3 20162
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
FAIRFIELD, BUSH & CO. 110.00%0.00%0.00%Q2 2022Q2 20232
STANCORP INVESTMENT ADVISERS INC 220.00%0.00%0.00%Q4 2014Q1 20152
Olympiad Research LP 110.07%0.19%0.32%Q3 2021Q1 20232
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 220.04%0.04%0.04%Q2 2021Q3 20212
Corbenic Partners LLC 220.00%0.00%0.00%Q3 2014Q4 20142
First Allied Advisory Services, Inc. 220.01%0.01%0.01%Q2 2020Q3 20202
CHARTWELL INVESTMENT PARTNERS, LLC 220.08%0.09%0.10%Q3 2015Q4 20152
Veracity Capital LLC 220.09%0.09%0.09%Q3 2021Q4 20212
FLPUTNAM INVESTMENT MANAGEMENT CO 220.06%0.06%0.07%Q2 2023Q3 20232
J.W. COLE ADVISORS, INC. 110.01%0.01%0.02%Q2 2021Q4 20212
Gladstone Institutional Advisory LLC 220.02%0.02%0.02%Q3 2021Q4 20212
FourThought Financial Partners, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
KOCH INDUSTRIES INC 220.03%0.07%0.10%Q4 2017Q1 20182
Qsemble Capital Management, LP 220.19%0.28%0.38%Q1 2023Q2 20232
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Castleview Partners, LLC 110.00%0.00%0.01%Q2 2021Q4 20212
Sandbar Asset Management LLP 110.74%0.88%1.02%Q2 2020Q1 20212
Timber Hill LLC 220.00%0.00%0.00%Q2 2013Q3 20132
Sargent Bickham Lagudis LLC 220.00%0.00%0.00%Q1 2016Q2 20162
CASTLEARK MANAGEMENT LLC 220.02%0.02%0.03%Q2 2023Q3 20232
Banco de Sabadell, S.A 110.13%0.13%0.14%Q1 2018Q1 20192
Vise Technologies, Inc. 220.24%0.41%0.58%Q4 2021Q1 20222
DARK FOREST CAPITAL MANAGEMENT LP 110.00%0.00%0.00%Q4 2021Q4 20222
L & S Advisors Inc 220.19%0.19%0.20%Q2 2021Q3 20212
Harbour Capital Advisors, LLC 220.10%0.12%0.15%Q1 2018Q2 20182
GTS SECURITIES LLC 110.00%0.00%0.00%Q3 2023Q3 20232
HBK INVESTMENTS L P 220.00%0.00%0.00%Q3 2017Q4 20172
PITTENGER & ANDERSON INC 220.03%0.04%0.05%Q2 2023Q3 20232
Deer Park Road Corp 220.91%1.07%1.23%Q1 2023Q2 20232
JS Capital Management LLC 220.02%0.02%0.03%Q3 2020Q4 20202
CULLEN/FROST BANKERS, INC. 110.00%0.00%0.00%Q2 2019Q1 20232
MERITAGE PORTFOLIO MANAGEMENT 110.57%0.57%0.57%Q1 2022Q1 20221
Pinnacle Wealth Planning Services, Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
Consolidated Planning Corp 110.00%0.00%0.00%Q3 2021Q3 20211
COLUMBUS CIRCLE INVESTORS 110.00%0.00%0.00%Q3 2013Q3 20131
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Carmel Capital Partners, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
CAROLINAS WEALTH CONSULTING LLC 110.00%0.00%0.00%Q3 2020Q3 20201
GOODNOW INVESTMENT GROUP, LLC 110.39%0.39%0.39%Q2 2013Q2 20131
Absolute Return Capital, LLC 110.00%0.00%0.00%Q1 2014Q1 20141
Sunbelt Securities, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Annis Gardner Whiting Capital Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Arrow Investment Advisors, LLC 110.15%0.15%0.15%Q4 2021Q4 20211
Truvestments Capital LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Savoir Faire Capital Management, L.P. 111.84%1.84%1.84%Q3 2023Q3 20231
Syverson Strege & Co 110.00%0.00%0.00%Q3 2021Q3 20211
OARSMAN CAPITAL, INC. 110.09%0.09%0.09%Q3 2023Q3 20231
Avenir Corp 110.74%0.74%0.74%Q2 2013Q2 20131
OLIVER LAGORE VANVALIN INVESTMENT GROUP 110.00%0.00%0.00%Q3 2023Q3 20231
LBA Wealth Management, LLC 110.02%0.02%0.02%Q1 2016Q1 20161
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
Interchange Capital Partners, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
MADISON WEALTH MANAGEMENT 110.14%0.14%0.14%Q4 2019Q4 20191
HARBOR CAPITAL ADVISORS, INC. 110.00%0.00%0.00%Q2 2023Q2 20231
Wealthcare Advisory Partners LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Seawolf Capital, LLC 110.75%0.75%0.75%Q2 2015Q2 20151
FIRST CITIZENS BANK & TRUST CO 110.02%0.02%0.02%Q2 2013Q2 20131
Eudaimonia Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Pictet Asset Management Holding SA 110.29%0.29%0.29%Q3 2023Q3 20231
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Sage Mountain Advisors LLC 110.07%0.07%0.07%Q1 2022Q1 20221
EAM Investors, LLC 110.45%0.45%0.45%Q1 2018Q1 20181
Capital CS Group, LLC 110.66%0.66%0.66%Q2 2021Q2 20211
Polar Asset Management Partners Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
CXI Advisors 110.03%0.03%0.03%Q4 2019Q4 20191
Founders Financial Alliance, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Laffer Tengler Investments, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Gainplan LLC 110.47%0.47%0.47%Q2 2021Q2 20211
HANCOCK WHITNEY INVESTMENT SERVICES INC. 110.20%0.20%0.20%Q4 2021Q4 20211
Delpha Capital Management, LLC 110.03%0.03%0.03%Q4 2017Q4 20171
Old North State Trust, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
BDO Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Moran Wealth Management, LLC 110.49%0.49%0.49%Q3 2023Q3 20231
Greenland Capital Management LP 110.67%0.67%0.67%Q2 2023Q2 20231
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Lebenthal Global Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Dorsal Capital Management, LP 110.61%0.61%0.61%Q3 2023Q3 20231
Pinz Capital Management, LP 110.02%0.02%0.02%Q1 2021Q1 20211
WealthShield Partners, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
MONTAG A & ASSOCIATES INC 110.00%0.00%0.00%Q3 2023Q3 20231
BRANDYWINE OAK PRIVATE WEALTH LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Vident Advisory, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
FNY Partners Fund LP 110.01%0.01%0.01%Q1 2017Q1 20171
JACKSON SQUARE CAPITAL, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
FULTON BREAKEFIELD BROENNIMAN LLC 110.04%0.04%0.04%Q3 2020Q3 20201
CNA FINANCIAL CORP 110.29%0.29%0.29%Q2 2020Q2 20201
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
SIGNET FINANCIAL MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Canton Hathaway, LLC 110.03%0.03%0.03%Q3 2020Q3 20201
Impact Partnership Wealth, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
QRG CAPITAL MANAGEMENT, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Bartlett & Co. LLC 110.00%0.00%0.00%Q2 2022Q2 20221
ALPINE WOODS CAPITAL INVESTORS, LLC 110.52%0.52%0.52%Q4 2022Q4 20221
Lloyd Advisory Services, LLC. 110.34%0.34%0.34%Q3 2023Q3 20231
Capital Bank & Trust Co 110.00%0.00%0.00%Q3 2018Q3 20181
NATIONAL PLANNING CORP 110.01%0.01%0.01%Q4 2014Q4 20141
FNY Managed Accounts LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Ovata Capital Management Ltd 110.14%0.14%0.14%Q3 2020Q3 20201
McElhenny Sheffield Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
BB&T INVESTMENT SERVICES, INC. 110.02%0.02%0.02%Q4 2017Q4 20171
WIPFLI FINANCIAL ADVISORS LLC, 110.01%0.01%0.01%Q3 2022Q3 20221
D'Orazio & Associates, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
Industrial Alliance Investment Management Inc. 110.01%0.01%0.01%Q1 2023Q1 20231
Sterling Global Strategies LLC 110.14%0.14%0.14%Q4 2018Q4 20181
Bridgefront Capital, LLC 110.29%0.29%0.29%Q4 2021Q4 20211
BRYN MAWR CAPITAL MANAGEMENT INC 110.05%0.05%0.05%Q1 2015Q1 20151
AMERICAFIRST CAPITAL MANAGEMENT, LLC 110.24%0.24%0.24%Q1 2016Q1 20161
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 110.13%0.13%0.13%Q2 2013Q2 20131
Gallagher Benefit Services, Inc. 110.07%0.07%0.07%Q4 2022Q4 20221
Intellectus Partners, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
MOORE CAPITAL MANAGEMENT, LP 110.18%0.18%0.18%Q3 2022Q3 20221
SPRING CREEK CAPITAL LLC 110.07%0.07%0.07%Q2 2018Q2 20181
Litman Gregory Wealth Management LLC 110.30%0.30%0.30%Q3 2023Q3 20231
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Valued Wealth Advisors LLC 110.00%0.00%0.00%Q4 2023Q4 20231
INCEPTIONR LLC 110.32%0.32%0.32%Q1 2023Q1 20231
Cipher Capital LP 110.08%0.08%0.08%Q4 2022Q4 20221
Perkins Coie Trust Co 110.00%0.00%0.00%Q3 2023Q3 20231
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
TPG Group Holdings (SBS) Advisors, Inc. 110.03%0.03%0.03%Q2 2017Q2 20171
Capitolis Advisors LLC 110.02%0.02%0.02%Q4 2020Q4 20201
CenterBook Partners LP 110.35%0.35%0.35%Q3 2022Q3 20221
Visium Asset Management, LP 110.01%0.01%0.01%Q1 2015Q1 20151
Lombard Odier Asset Management (USA) Corp 110.40%0.40%0.40%Q4 2019Q4 20191
DRIVE WEALTH MANAGEMENT, LLC 110.21%0.21%0.21%Q4 2021Q4 20211
iSAM Funds (UK) Ltd 110.31%0.31%0.31%Q3 2023Q3 20231
KRAEMATON INVESTMENT ADVISORS, INC 110.06%0.06%0.06%Q4 2022Q4 20221
GQ Asset Management, LLC 110.05%0.05%0.05%Q1 2019Q1 20191
QCM Cayman, Ltd. 110.39%0.39%0.39%Q3 2020Q3 20201
Compass Ion Advisors, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Virtus Fund Advisers, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
Soros Fund Management 110.01%0.01%0.01%Q3 2017Q3 20171
My Personal CFO, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Winch Advisory Services, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Investment Research & Advisory Group, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
SCOUT INVESTMENTS, INC. 110.22%0.22%0.22%Q3 2020Q3 20201
Simply Money Advisors 110.00%0.00%0.00%Q2 2013Q2 20131
Lido Advisors, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Alpha DNA Investment Management LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Brown Advisory Securities, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Polianta Ltd 110.57%0.57%0.57%Q1 2020Q1 20201
PECONIC PARTNERS LLC 110.11%0.11%0.11%Q2 2023Q2 20231
CAPITAL GUARDIAN TRUST CO 110.00%0.00%0.00%Q3 2018Q3 20181
TFS CAPITAL LLC 110.27%0.27%0.27%Q1 2014Q1 20141
Segantii Capital Management Ltd 110.29%0.29%0.29%Q1 2016Q1 20161
Connacht Asset Management LP 110.29%0.29%0.29%Q1 2023Q1 20231
NEW YORK LIFE TRUST CO 110.22%0.22%0.22%Q1 2016Q1 20161
FIRST FOUNDATION ADVISORS 110.10%0.10%0.10%Q3 2023Q3 20231
Flaharty Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Delphi Private Advisors LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Empowered Funds, LLC 110.18%0.18%0.18%Q1 2022Q1 20221
Bogart Wealth, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Beck Bode, LLC 110.10%0.10%0.10%Q1 2022Q1 20221
Ceros Financial Services Inc. 110.02%0.02%0.02%Q1 2019Q1 20191
Enlightenment Research, LLC 110.04%0.04%0.04%Q4 2018Q4 20181
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2015Q1 20151
GHP Investment Advisors, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Nebula Research & Development LLC 110.17%0.17%0.17%Q2 2023Q2 20231
Comprehensive Financial Consultants Institutional, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
GREENLEAF TRUST 110.00%0.00%0.00%Q4 2021Q4 20211
EXENCIAL WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q1 2013Q1 20131
ANGELES WEALTH MANAGEMENT, LLC 110.12%0.12%0.12%Q1 2022Q1 20221
O'Dell Group, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
TIDE POINT CAPITAL MANAGEMENT, LP 112.61%2.61%2.61%Q1 2014Q1 20141
MACROVIEW INVESTMENT MANAGEMENT LLC 110.01%0.01%0.01%Q3 2023Q3 20231
FIRST NATIONAL CORP /MA/ /ADV 110.00%0.00%0.00%Q1 2019Q1 20191
J. Goldman & Co LP 110.16%0.16%0.16%Q2 2020Q2 20201
Zweig-DiMenna Associates LLC 110.87%0.87%0.87%Q1 2022Q1 20221
LGT Financial Advisors LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Fortis Capital Management LLC 111.11%1.11%1.11%Q1 2021Q1 20211
IronBridge Private Wealth, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
FRIESS ASSOCIATES LLC 111.62%1.62%1.62%Q2 2020Q2 20201
Mayfair Advisory Group, LLC 110.43%0.43%0.43%Q4 2020Q4 20201
Sandy Spring Bank 110.00%0.00%0.00%Q3 2020Q3 20201
Rotella Capital Management, Inc. 110.27%0.27%0.27%Q4 2015Q4 20151
OLD MISSION CAPITAL, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
NORDEN GROUP LLC 110.34%0.34%0.34%Q3 2023Q3 20231
Amtrust Financial Services, Inc. 111.19%1.19%1.19%Q4 2017Q4 20171
Sweet Financial Partners, LLC 110.09%0.09%0.09%Q4 2021Q4 20211
RAMSEY QUANTITATIVE SYSTEMS 110.65%0.65%0.65%Q1 2017Q1 20171
Vantage Consulting Group Inc 110.01%0.01%0.01%Q4 2020Q4 20201
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Providence Capital Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Venture Visionary Partners LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Center for Financial Planning, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
PEAPACK GLADSTONE FINANCIAL CORP 110.00%0.00%0.00%Q3 2023Q3 20231
MOTCO 110.00%0.00%0.00%Q4 2020Q4 20201
COMPASS FINANCIAL ADVISORS LLC 110.30%0.30%0.30%Q1 2023Q1 20231
Regent Peak Wealth Advisors LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Three Peaks Capital Management, LLC 110.35%0.35%0.35%Q3 2018Q3 20181
Carmignac Gestion 110.12%0.12%0.12%Q2 2023Q2 20231
Candlestick Capital Management LP 111.48%1.48%1.48%Q2 2023Q2 20231
Friedberg Investment Management 111.94%1.94%1.94%Q3 2017Q3 20171
MBM Wealth Consultants, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
NWK Group, Inc. 110.01%0.01%0.01%Q2 2020Q2 20201
Sustainable Insight Capital Management, LLC 110.96%0.96%0.96%Q1 2019Q1 20191
PointState Capital LP 111.54%1.54%1.54%Q3 2022Q3 20221
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 110.01%0.01%0.01%Q2 2013Q2 20131
Irish Life Investment Managers Ltd. 110.00%0.00%0.00%Q2 2013Q2 20131
O'Neil Global Advisors, Inc. 110.07%0.07%0.07%Q2 2021Q2 20211
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
KINGSWOOD WEALTH ADVISORS, LLC 110.28%0.28%0.28%Q3 2023Q3 20231
Teza Capital Management LLC 110.06%0.06%0.06%Q3 2022Q3 20221
VisionPoint Advisory Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Counterpoint Mutual Funds LLC 110.02%0.02%0.02%Q3 2021Q3 20211
PACES FERRY WEALTH ADVISORS, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Amalgamated Financial Corp. 110.06%0.06%0.06%Q1 2022Q1 20221
Pine River Capital Management L.P. 110.02%0.02%0.02%Q4 2016Q4 20161
NorthCoast Asset Management LLC 110.06%0.06%0.06%Q2 2013Q2 20131
KB FINANCIAL PARTNERS, LLC 110.10%0.10%0.10%Q1 2021Q1 20211
Millrace Asset Group, Inc. 110.90%0.90%0.90%Q2 2020Q2 20201
Ranger Investment Management 110.00%0.00%0.00%Q3 2023Q3 20231
Lebenthal Asset Management, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
NEXT Financial Holdings 110.07%0.07%0.07%Q1 2019Q1 20191
Eisler Capital (US) LLC 110.12%0.12%0.12%Q2 2023Q2 20231
Trust Asset Management LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Kovack Advisors, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
KINGS POINT CAPITAL MANAGEMENT 110.00%0.00%0.00%Q4 2021Q4 20211
ZEKE CAPITAL ADVISORS, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
CTC Capital Management, LLC 110.57%0.57%0.57%Q1 2022Q1 20221
Maven Securities LTD 110.09%0.09%0.09%Q3 2020Q3 20201
Corton Capital Inc. 110.20%0.20%0.20%Q2 2022Q2 20221
GraniteShares Advisors LLC 110.05%0.05%0.05%Q4 2021Q4 20211
I.G. INVESTMENT MANAGEMENT, LTD. 110.00%0.00%0.00%Q3 2016Q3 20161
Ground Swell Capital, LLC 110.02%0.02%0.02%Q3 2014Q3 20141
Cooper Financial Group 110.11%0.11%0.11%Q1 2022Q1 20221
IFG Advisory, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Curated Wealth Partners LLC 110.42%0.42%0.42%Q4 2020Q4 20201
Mitsubishi UFJ Securities Holdings Co., Ltd. 110.16%0.16%0.16%Q2 2019Q2 20191
Anomaly Capital Management, LP 113.02%3.02%3.02%Q3 2023Q3 20231
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 110.05%0.05%0.05%Q2 2021Q2 20211
WALL STREET ASSOCIATES 110.28%0.28%0.28%Q4 2015Q4 20151
R&F Capital Advisors LP 110.06%0.06%0.06%Q1 2017Q1 20171
VALLEY WEALTH MANAGERS, INC. 110.00%0.00%0.00%Q4 2022Q4 20221
Ibex Investors LLC 110.25%0.25%0.25%Q1 2018Q1 20181
CWS Financial Advisors, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Authentikos Wealth Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
ASB Consultores, LLC 110.11%0.11%0.11%Q4 2021Q4 20211
Horan Securities, Inc. 110.01%0.01%0.01%Q2 2022Q2 20221
Convergence Investment Partners, LLC 110.12%0.12%0.12%Q1 2016Q1 20161
Lenox Wealth Management, Inc. 110.05%0.05%0.05%Q2 2020Q2 20201
Stone Toro Investment Advisers, LP 110.22%0.22%0.22%Q2 2013Q2 20131
HEADINVEST, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CIBC Private Wealth Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Impax Asset Management (AIFM) Ltd 110.01%0.01%0.01%Q2 2015Q2 20151
CHILDRESS CAPITAL ADVISORS, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
BOULDER HILL CAPITAL MANAGEMENT LP 110.39%0.39%0.39%Q1 2022Q1 20221
MYCIO WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
Balentine LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Operose Advisors LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Freshford Capital Management, LLC 115.24%5.24%5.24%Q1 2023Q1 20231
OLD MISSION CAPITAL LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Optiver Holding B.V. 110.00%0.00%0.00%Q4 2022Q4 20221
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
W.G. Shaheen & Associates DBA Whitney & Co 110.01%0.01%0.01%Q3 2018Q3 20181
Alpha Quant Advisors, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
qPULA Trading Management LP 110.42%0.42%0.42%Q3 2021Q3 20211
Eos Management, L.P. 110.98%0.98%0.98%Q1 2023Q1 20231
SEI TRUST CO 110.00%0.00%0.00%Q4 2013Q4 20131
1834 INVESTMENT ADVISORS CO 110.00%0.00%0.00%Q2 2020Q2 20201
HOWE & RUSLING INC 110.00%0.00%0.00%Q1 2014Q1 20141
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 110.04%0.04%0.04%Q1 2016Q1 20161
BESSEMER SECURITIES LLC 110.32%0.32%0.32%Q3 2023Q3 20231
VitalStone Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
River Road Asset Management, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
HHM Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Southpoint Capital Advisors LP 111.72%1.72%1.72%Q3 2022Q3 20221
USA MUTUALS ADVISORS, INC. 110.04%0.04%0.04%Q4 2017Q4 20171
External links

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