PORTLAND GEN ELEC CO shareholder history

Current and past PORTLAND GEN ELEC CO shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.00%0.00%Q2 2013Q3 202384
Citadel Advisors 25160.00%0.00%0.02%Q2 2013Q3 202376
HUNTINGTON NATIONAL BANK 58580.00%0.01%0.08%Q2 2009Q3 202358
GOLDMAN SACHS GROUP INC 4240.00%0.02%0.04%Q1 2012Q3 202346
CREDIT SUISSE AG/ 43430.00%0.00%0.01%Q1 2013Q3 202343
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 43430.01%0.01%0.02%Q1 2013Q3 202343
AQR Capital Management 4210.00%0.01%0.05%Q4 2012Q3 202343
Magellan Asset Management Ltd 42420.01%0.02%0.04%Q2 2013Q3 202342
GEODE CAPITAL MANAGEMENT, LLC 42420.01%0.01%0.02%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.00%0.01%0.02%Q2 2013Q3 202342
STATE STREET CORP 42420.01%0.01%0.01%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
Allianz Asset Management GmbH 42420.00%0.03%0.12%Q2 2013Q3 202342
MILLER HOWARD INVESTMENTS INC /NY 42420.02%0.43%1.44%Q2 2013Q3 202342
MILLENNIUM MANAGEMENT LLC 4010.00%0.06%0.24%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 42420.00%0.05%0.14%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.01%Q2 2013Q3 202342
J.P. Morgan Private Wealth Advisors LLC 42420.02%0.18%0.40%Q2 2013Q3 202342
METROPOLITAN LIFE INSURANCE CO/NY 42420.01%0.02%0.03%Q2 2013Q3 202342
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 42420.00%0.01%0.01%Q2 2013Q3 202342
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 42420.02%0.14%0.29%Q2 2013Q3 202342
RHUMBLINE ADVISERS 42420.01%0.01%0.02%Q2 2013Q3 202342
Swiss National Bank 42420.01%0.01%0.01%Q2 2013Q3 202342
TRUST CO OF VERMONT 42420.03%0.06%0.10%Q2 2013Q3 202342
FMR LLC 42420.00%0.01%0.02%Q2 2013Q3 202342
West Coast Financial LLC 42420.77%1.08%1.49%Q2 2013Q3 202342
FIRST MANHATTAN CO. LLC. 42420.01%0.04%0.06%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.01%0.02%0.03%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.01%0.03%0.07%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.05%0.07%0.09%Q2 2013Q3 202342
NORGES BANK 4020.00%0.01%0.03%Q2 2012Q4 202242
US BANCORP \DE\ 42420.00%0.00%0.00%Q2 2013Q3 202342
UBS ASSET MANAGEMENT AMERICAS INC 42420.00%0.00%0.01%Q2 2013Q3 202342
JAMES INVESTMENT RESEARCH INC 42420.01%0.22%0.68%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
FEDERATED HERMES, INC. 42420.00%0.04%0.10%Q2 2013Q3 202342
PANAGORA ASSET MANAGEMENT INC 42420.00%0.14%0.44%Q2 2013Q3 202342
VANGUARD GROUP INC 42420.01%0.02%0.02%Q2 2013Q3 202342
ALLIANCEBERNSTEIN L.P. 42420.00%0.03%0.11%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.01%0.02%0.02%Q2 2013Q3 202342
PRINCIPAL FINANCIAL GROUP INC 42420.00%0.03%0.07%Q2 2013Q3 202342
ProShare Advisors LLC 42420.00%0.04%0.14%Q2 2013Q3 202342
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 42420.01%0.03%0.08%Q2 2013Q3 202342
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 42420.01%0.01%0.02%Q2 2013Q3 202342
Phocas Financial Corp. 42420.22%0.58%0.88%Q2 2013Q3 202342
LSV ASSET MANAGEMENT 42420.01%0.07%0.21%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.01%0.02%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 42420.00%0.05%0.10%Q2 2013Q3 202342
FRONTIER CAPITAL MANAGEMENT CO LLC 42420.19%0.40%0.62%Q2 2013Q3 202342
PRUDENTIAL FINANCIAL INC 42420.00%0.01%0.05%Q2 2013Q3 202342
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 42420.01%0.17%0.73%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.01%Q2 2013Q3 202342
BNP PARIBAS FINANCIAL MARKETS 42420.00%0.00%0.01%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.01%0.02%0.04%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.01%Q2 2013Q3 202342
VOYA INVESTMENT MANAGEMENT LLC 42420.00%0.03%0.05%Q2 2013Q3 202342
PRICE T ROWE ASSOCIATES INC /MD/ 42420.00%0.01%0.04%Q2 2013Q3 202342
BURNEY CO/ 42420.02%0.10%0.33%Q2 2013Q3 202342
BlackRock Inc. 42420.00%0.01%0.02%Q2 2013Q3 202342
Legal & General Group Plc 42420.01%0.01%0.02%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.01%0.03%0.05%Q2 2013Q3 202342
VISTA CAPITAL PARTNERS, INC. 42420.11%0.19%0.47%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.05%0.14%0.24%Q2 2013Q3 202342
BARCLAYS PLC 42420.00%0.00%0.01%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.01%0.03%Q2 2013Q3 202342
NEW YORK STATE COMMON RETIREMENT FUND 42420.00%0.01%0.02%Q2 2013Q3 202342
AMERICAN INTERNATIONAL GROUP, INC. 42420.01%0.02%0.06%Q2 2013Q3 202342
STRS OHIO 42420.00%0.01%0.01%Q2 2013Q3 202342
SILVERCREST ASSET MANAGEMENT GROUP LLC 42420.00%0.37%1.10%Q2 2013Q3 202342
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42420.01%0.02%0.05%Q2 2013Q3 202342
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 42420.04%0.08%0.11%Q2 2013Q3 202342
AMERICAN CENTURY COMPANIES INC 3380.00%0.02%0.14%Q2 2013Q3 202341
Birch Hill Investment Advisors LLC 41410.02%0.08%0.41%Q2 2013Q2 202341
DEUTSCHE BANK AG\ 41410.00%0.00%0.01%Q3 2013Q3 202341
MARTINGALE ASSET MANAGEMENT L P 3290.01%0.08%0.16%Q2 2013Q3 202341
VAUGHAN DAVID INVESTMENTS LLC/IL 41410.05%0.65%1.19%Q3 2013Q3 202341
Huber Capital Management LLC 3910.11%0.73%1.96%Q2 2013Q3 202340
ENVESTNET ASSET MANAGEMENT INC 2080.00%0.00%0.01%Q2 2013Q3 202340
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3190.00%0.00%0.00%Q2 2013Q2 202340
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 3820.00%0.01%0.03%Q3 2013Q3 202340
Walleye Trading LLC 610.00%0.00%0.02%Q3 2013Q3 202340
BANK OF MONTREAL /CAN/ 3420.00%0.01%0.14%Q2 2013Q3 202340
NATIXIS ADVISORS, L.P. 40400.00%0.01%0.05%Q4 2013Q3 202340
PROFUND ADVISORS LLC 29110.01%0.02%0.03%Q2 2013Q2 202340
ClearBridge Investments 28120.00%0.02%0.06%Q2 2013Q3 202340
MARK SHEPTOFF FINANCIAL PLANNING, LLC 39390.02%0.06%0.22%Q1 2014Q3 202339
NISA INVESTMENT ADVISORS, LLC 3110.00%0.01%0.04%Q3 2013Q3 202339
Ameritas Investment Partners, Inc. 39390.01%0.02%0.06%Q1 2014Q3 202339
SYSTEMATIC FINANCIAL MANAGEMENT LP 28110.01%0.18%0.58%Q2 2013Q3 202339
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 39390.24%0.31%0.63%Q2 2013Q4 202239
GREAT WEST LIFE ASSURANCE CO /CAN/ 23160.00%0.00%0.02%Q4 2013Q3 202339
PITTENGER & ANDERSON INC 38380.00%0.00%0.00%Q2 2014Q3 202338
D. E. Shaw & Co., Inc. 1410.00%0.01%0.04%Q2 2013Q3 202338
Advisors Asset Management, Inc. 2990.00%0.01%0.02%Q2 2013Q3 202338
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO 22160.00%0.01%0.02%Q1 2014Q3 202338
Nuveen Asset Management, LLC 2310.00%0.02%0.07%Q3 2013Q3 202338
UBS Group AG 36360.00%0.00%0.02%Q4 2014Q3 202337
Baker Ellis Asset Management LLC 37370.14%0.37%0.85%Q2 2013Q2 202237
GLENMEDE TRUST CO NA 2110.00%0.07%0.38%Q3 2008Q3 202337
Renaissance Technologies 3430.00%0.06%0.15%Q2 2013Q3 202237
WELLINGTON MANAGEMENT GROUP LLP 22140.00%0.02%0.06%Q2 2013Q3 202336
MASSMUTUAL TRUST CO FSB/ADV 2910.01%0.02%0.04%Q3 2014Q4 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.01%0.02%0.03%Q2 2013Q1 202236
Foundry Partners, LLC 36360.01%0.31%1.05%Q4 2013Q3 202236
Tower Research Capital LLC (TRC) 2210.00%0.01%0.04%Q2 2013Q3 202336
LORD, ABBETT & CO. LLC 20160.04%0.19%0.35%Q4 2013Q3 202336
SEI INVESTMENTS CO 36360.01%0.02%0.04%Q4 2014Q3 202336
Boston Partners 2960.00%0.04%0.20%Q2 2013Q3 202335
Zurcher Kantonalbank (Zurich Cantonalbank) 35350.00%0.00%0.00%Q1 2015Q3 202335
MACQUARIE GROUP LTD 35350.00%0.00%0.00%Q1 2015Q3 202335
LOS ANGELES CAPITAL MANAGEMENT LLC 3410.00%0.01%0.02%Q2 2013Q2 202235
AMALGAMATED BANK 34340.01%0.02%0.04%Q2 2015Q3 202334
QUADRANT CAPITAL GROUP LLC 34340.00%0.01%0.02%Q2 2015Q3 202334
WEDGE CAPITAL MANAGEMENT L L P/NC 34340.20%0.42%0.74%Q2 2015Q3 202334
TEACHER RETIREMENT SYSTEM OF TEXAS 22120.00%0.01%0.05%Q2 2013Q3 202334
Texas Yale Capital Corp. 34340.02%0.05%0.07%Q2 2015Q3 202334
SG Americas Securities, LLC 1610.00%0.01%0.03%Q2 2013Q3 202334
JACOBS LEVY EQUITY MANAGEMENT, INC 2110.01%0.10%0.32%Q2 2013Q4 202234
Versant Capital Management, Inc 33330.00%0.00%0.01%Q4 2015Q4 202333
COMERICA BANK 2620.00%0.05%0.08%Q2 2013Q3 202333
AXA S.A. 1310.00%0.00%0.05%Q2 2013Q3 202333
AMP Capital Investors Ltd 3210.00%0.01%0.05%Q2 2013Q4 202133
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.00%0.00%Q3 2013Q3 202333
EATON VANCE MANAGEMENT 2390.00%0.01%0.03%Q2 2013Q3 202232
GW&K Investment Management, LLC 32320.15%0.34%0.45%Q4 2015Q3 202332
Cubist Systematic Strategies, LLC 2420.01%0.06%0.15%Q3 2014Q3 202332
HOWLAND CAPITAL MANAGEMENT LLC 32320.01%0.72%0.97%Q2 2013Q1 202132
ClariVest Asset Management LLC 17150.00%0.03%0.13%Q1 2015Q1 202332
Baird Financial Group, Inc. 2390.00%0.00%0.01%Q2 2015Q3 202332
RAYMOND JAMES & ASSOCIATES 3110.00%0.01%0.03%Q1 2015Q3 202332
M&R CAPITAL MANAGEMENT INC 31310.00%0.00%0.00%Q2 2016Q4 202331
STATE OF WISCONSIN INVESTMENT BOARD 31310.01%0.03%0.05%Q1 2016Q3 202331
LPL Financial LLC 2210.00%0.00%0.01%Q4 2014Q3 202331
Smithfield Trust Co 31310.00%0.03%0.07%Q2 2013Q4 202031
REGIONS FINANCIAL CORP 1810.00%0.00%0.02%Q4 2014Q3 202331
THRIVENT FINANCIAL FOR LUTHERANS 1540.00%0.04%0.10%Q3 2014Q3 202331
Aperio Group, LLC 31310.01%0.01%0.02%Q2 2013Q4 202031
OPUS INVESTMENT MANAGEMENT INC 31310.22%0.65%1.10%Q3 2013Q1 202131
TWO SIGMA ADVISERS, LP 3010.00%0.02%0.08%Q2 2014Q3 202331
TRUIST FINANCIAL CORP 16140.01%0.03%0.08%Q4 2014Q3 202330
THOMPSON SIEGEL & WALMSLEY LLC 30300.00%0.29%1.06%Q1 2015Q2 202230
HSBC HOLDINGS PLC 2820.00%0.00%0.02%Q1 2016Q3 202330
STIFEL FINANCIAL CORP 1430.00%0.00%0.01%Q1 2014Q3 202329
BLAIR WILLIAM & CO/IL 1760.00%0.01%0.03%Q1 2014Q3 202329
BESSEMER GROUP INC 2030.00%0.02%0.10%Q1 2015Q3 202329
Robeco Institutional Asset Management B.V. 29290.00%0.03%0.08%Q2 2013Q2 202029
HEARTLAND ADVISORS INC 2630.16%0.77%1.42%Q1 2016Q3 202329
Cable Hill Partners, LLC 29290.06%0.11%0.19%Q4 2014Q4 202129
FRANKLIN RESOURCES INC 2090.00%0.03%0.04%Q2 2013Q3 202329
PUTNAM INVESTMENTS LLC 1650.00%0.01%0.02%Q2 2013Q3 202329
BECKER CAPITAL MANAGEMENT INC 2810.01%0.33%1.14%Q2 2013Q3 202329
TWO SIGMA INVESTMENTS, LP 1310.00%0.02%0.08%Q2 2013Q3 202329
Quantbot Technologies LP 710.00%0.08%0.19%Q2 2013Q3 202329
MACKENZIE FINANCIAL CORP 19100.00%0.02%0.09%Q1 2014Q3 202329
Engineers Gate Manager LP 610.01%0.12%0.36%Q4 2014Q3 202328
QS Investors, LLC 2710.00%0.05%0.13%Q2 2013Q2 202128
IFP Advisors, Inc 1110.00%0.00%0.01%Q4 2015Q3 202328
AJO, LP 2710.04%0.33%0.81%Q2 2013Q4 202028
Lee Financial Co 28280.00%0.00%0.01%Q4 2016Q3 202328
Personal Capital Advisors Corp 28280.08%0.16%0.30%Q1 2016Q4 202228
Russell Investments Group, Ltd. 28280.01%0.03%0.07%Q4 2016Q3 202328
Advisory Services Network, LLC 1310.00%0.00%0.00%Q4 2013Q1 202327
Neuberger Berman Group LLC 27270.00%0.00%0.00%Q1 2017Q3 202327
MYCIO WEALTH PARTNERS, LLC 27270.02%0.06%0.09%Q2 2013Q4 201927
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.01%Q2 2013Q4 201927
People's United Financial, Inc. 2520.01%0.02%0.04%Q4 2014Q1 202227
Brandywine Global Investment Management, LLC 1420.00%0.03%0.09%Q2 2013Q3 202327
OPPENHEIMER ASSET MANAGEMENT INC. 27270.01%0.01%0.02%Q1 2017Q3 202327
SOMERVILLE KURT F 1120.03%0.09%0.54%Q4 2012Q2 202327
LAZARD ASSET MANAGEMENT LLC 2110.00%0.00%0.01%Q2 2013Q3 202326
Asset Management One Co., Ltd. 1430.00%0.01%0.05%Q2 2013Q4 202026
BOSTON ADVISORS LLC 26260.01%0.08%0.30%Q2 2013Q3 201926
CWM, LLC 1880.00%0.00%0.01%Q1 2017Q3 202326
HOWE & RUSLING INC 1880.00%0.00%0.00%Q3 2013Q3 202226
SUNTRUST BANKS INC 26260.00%0.01%0.02%Q2 2013Q3 201926
TUDOR INVESTMENT CORP ET AL 710.01%0.06%0.21%Q3 2013Q2 202326
ASSETMARK, INC 1410.00%0.00%0.01%Q3 2015Q3 202326
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. 26260.21%0.27%0.47%Q2 2013Q3 201926
DEAN INVESTMENT ASSOCIATES, LLC 14110.13%0.61%1.50%Q1 2017Q3 202325
CONGRESS ASSET MANAGEMENT CO /MA 25250.02%0.04%0.07%Q3 2017Q3 202325
ACADIAN ASSET MANAGEMENT LLC 1610.00%0.06%0.29%Q3 2013Q1 202325
SEGALL BRYANT & HAMILL, LLC 1210.00%0.04%0.14%Q1 2013Q4 202225
Trexquant Investment LP 1310.03%0.08%0.15%Q1 2016Q1 202325
CNA FINANCIAL CORP 25250.06%0.10%0.14%Q3 2013Q3 201925
State of Alaska, Department of Revenue 1960.01%0.02%0.05%Q2 2016Q3 202325
DALTON GREINER HARTMAN MAHER & CO 15100.54%0.98%1.62%Q2 2013Q2 202025
NJ State Employees Deferred Compensation Plan 25250.06%0.08%0.11%Q3 2017Q3 202325
PEAK6 Group LLC 310.00%0.00%0.01%Q2 2013Q2 201825
JANE STREET GROUP, LLC 810.00%0.00%0.00%Q3 2014Q3 202324
McIlrath & Eck, LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
MEEDER ASSET MANAGEMENT INC 2310.00%0.08%0.24%Q2 2016Q3 202224
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.01%Q4 2017Q3 202324
MetLife Investment Management, LLC 24240.01%0.02%0.04%Q4 2017Q3 202324
GSA CAPITAL PARTNERS LLP 810.01%0.05%0.20%Q2 2013Q3 202324
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 24240.00%0.00%0.01%Q4 2017Q3 202324
Global Retirement Partners, LLC 1610.00%0.01%0.03%Q4 2016Q3 202324
EVERETT HARRIS & CO /CA/ 24240.01%0.01%0.01%Q2 2013Q1 201924
TEACHERS ADVISORS, LLC 24240.01%0.02%0.05%Q2 2013Q1 201924
PEAK6 Investments LLC 520.00%0.00%0.01%Q3 2018Q4 202224
CANADA PENSION PLAN INVESTMENT BOARD 2010.00%0.04%0.10%Q1 2013Q3 202324
TIAA CREF INVESTMENT MANAGEMENT LLC 24240.01%0.01%0.01%Q2 2013Q1 201924
JOHN G ULLMAN & ASSOCIATES INC 12120.05%0.98%1.51%Q2 2013Q3 202324
M&T BANK CORP 1220.00%0.00%0.00%Q3 2014Q3 202324
SCHRODER INVESTMENT MANAGEMENT GROUP 2030.00%0.04%0.08%Q2 2013Q1 202023
Paloma Partners Management Co 1010.00%0.02%0.06%Q4 2014Q1 202223
Sonora Investment Management, LLC 2210.00%0.00%0.01%Q3 2015Q3 202123
Front Row Advisors LLC 23230.00%0.00%0.01%Q1 2018Q3 202323
First Horizon Advisors, Inc. 1820.00%0.02%0.04%Q3 2013Q2 202223
MUFG Americas Holdings Corp 1110.00%0.01%0.05%Q4 2010Q3 202223
JENNISON ASSOCIATES LLC 2030.00%0.08%0.18%Q2 2013Q2 202023
FULLER & THALER ASSET MANAGEMENT, INC. 23230.02%1.06%1.53%Q1 2018Q3 202323
HighTower Advisors, LLC 1220.00%0.01%0.01%Q4 2015Q3 202323
TOMPKINS FINANCIAL CORP 1120.00%0.01%0.01%Q2 2013Q4 202323
FIFTH THIRD BANCORP 1410.00%0.00%0.00%Q2 2013Q3 202323
Ledyard National Bank 23230.02%0.04%0.07%Q2 2013Q4 201823
Squarepoint Ops LLC 810.00%0.01%0.05%Q1 2016Q3 202322
CAPTRUST FINANCIAL ADVISORS 22220.00%0.00%0.01%Q2 2018Q3 202322
Reynders McVeigh Capital Management, LLC 1930.02%0.21%0.87%Q2 2013Q4 201922
Sterling Capital Management LLC 2110.01%0.18%0.31%Q2 2013Q3 201922
DekaBank Deutsche Girozentrale 810.00%0.01%0.03%Q2 2013Q3 202322
Man Group plc 2020.00%0.06%0.23%Q1 2018Q3 202322
ANCHOR CAPITAL ADVISORS LLC 22220.05%0.85%1.50%Q2 2018Q3 202322
BAILARD, INC. 1110.01%0.06%0.54%Q4 2015Q1 202322
A.R.T. Advisors, LLC 1110.01%0.07%0.18%Q3 2013Q4 201921
Parallel Advisors, LLC 1610.00%0.00%0.00%Q1 2017Q3 202321
MML INVESTORS SERVICES, LLC 21210.00%0.01%0.01%Q3 2018Q3 202321
Verition Fund Management LLC 1010.00%0.10%0.70%Q3 2015Q4 202221
FIRST MERCANTILE TRUST CO 21210.00%0.03%0.06%Q3 2016Q3 202121
SIGNATUREFD, LLC 2010.00%0.00%0.00%Q3 2016Q3 202321
Cipher Capital LP 1010.03%0.25%0.64%Q2 2013Q2 202321
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 1010.00%0.00%0.00%Q2 2017Q3 202321
DUPONT CAPITAL MANAGEMENT CORP 1520.01%0.05%0.08%Q1 2014Q4 202221
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Cetera Advisor Networks LLC 1210.00%0.02%0.07%Q4 2013Q3 202320
NEXT Financial Group, Inc 710.00%0.00%0.01%Q3 2014Q4 202120
Manchester Capital Management LLC 1910.00%0.00%0.01%Q4 2017Q3 202320
VAN ECK ASSOCIATES CORP 1640.00%0.00%0.00%Q2 2016Q3 202320
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20200.02%0.04%0.07%Q4 2014Q3 201920
PICTET ASSET MANAGEMENT LTD 1640.00%0.06%0.17%Q1 2014Q2 202120
COLONY GROUP LLC 20200.04%0.09%0.14%Q1 2015Q4 201920
Raymond James Financial Services Advisors, Inc. 1310.00%0.00%0.00%Q1 2016Q3 202320
Balentine LLC 1280.00%0.00%0.00%Q1 2015Q2 202020
Vident Investment Advisory, LLC 1410.05%0.17%0.37%Q4 2014Q4 202020
Lindbrook Capital, LLC 20200.00%0.00%0.01%Q4 2018Q3 202320
Steward Partners Investment Advisory, LLC 1810.00%0.00%0.01%Q3 2018Q3 202319
Private Capital Group, LLC 19190.00%0.00%0.01%Q4 2017Q2 202219
PARADIGM ASSET MANAGEMENT CO LLC 1610.07%0.29%0.41%Q3 2013Q3 202019
Keudell/Morrison Wealth Management 19190.17%0.28%0.41%Q1 2019Q3 202319
NORDEA INVESTMENT MANAGEMENT AB 1710.00%0.01%0.02%Q1 2015Q3 202319
RATIONAL ADVISORS LLC 1310.09%0.19%0.28%Q1 2009Q4 201419
Creative Planning 810.00%0.00%0.00%Q2 2013Q3 202319
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 1140.02%0.21%1.07%Q1 2018Q3 202319
Commonwealth Equity Services, Inc 18180.01%0.01%0.02%Q2 2013Q3 201718
IMA Wealth, Inc. 18180.01%0.01%0.02%Q2 2019Q3 202318
HM PAYSON & CO 18180.00%0.00%0.00%Q2 2019Q3 202318
KEYBANK NATIONAL ASSOCIATION/OH 1170.00%0.00%0.01%Q4 2012Q2 202018
Dynamic Technology Lab Private Ltd 1010.05%0.12%0.52%Q1 2012Q3 202218
OppenheimerFunds, Inc. 18180.00%0.03%0.06%Q4 2014Q1 201918
BROWN ADVISORY INC 1440.00%0.05%0.08%Q2 2018Q3 202318
Cascade Investment Advisors, Inc. 1710.02%0.03%0.04%Q2 2018Q1 202318
BALYASNY ASSET MANAGEMENT L.P. 810.00%0.04%0.09%Q2 2015Q3 202318
SIMPLEX TRADING, LLC 310.00%0.00%0.00%Q4 2014Q3 202318
ExodusPoint Capital Management, LP 18180.02%0.28%1.08%Q4 2018Q1 202318
Nationwide Fund Advisors 18180.02%0.04%0.05%Q2 2013Q3 201718
Quantinno Capital Management LP 1260.02%0.21%0.41%Q4 2018Q3 202318
Holocene Advisors, LP 1040.00%0.01%0.02%Q4 2017Q2 202318
VICTORY CAPITAL MANAGEMENT INC 1710.00%0.02%0.05%Q2 2015Q3 202318
DENVER INVESTMENT ADVISORS LLC 17170.53%0.79%1.17%Q2 2013Q2 201717
Barnett & Company, Inc. 17170.84%1.17%1.87%Q2 2013Q2 201717
LMCG INVESTMENTS, LLC 1070.07%0.72%1.31%Q2 2013Q3 202317
ROPES WEALTH ADVISORS LLC 17170.00%0.01%0.01%Q4 2016Q4 202017
Rockefeller Capital Management L.P. 1610.00%0.00%0.00%Q1 2019Q3 202317
MURPHY CAPITAL MANAGEMENT INC 17170.03%0.05%0.07%Q4 2015Q4 201917
Cutler Group LLC / CA 730.00%0.00%0.00%Q4 2015Q1 202117
WFG Advisors, LP 17170.00%0.00%0.00%Q2 2013Q2 201717
Glassman Wealth Services 1340.00%0.00%0.00%Q2 2019Q3 202317
State of New Jersey Common Pension Fund D 17170.01%0.01%0.02%Q3 2019Q3 202317
ZEKE CAPITAL ADVISORS, LLC 1010.02%0.04%0.11%Q4 2017Q4 202217
SHELL ASSET MANAGEMENT CO 17170.01%0.01%0.02%Q3 2019Q3 202317
FIRST HAWAIIAN BANK 1430.00%0.02%0.02%Q3 2018Q3 202317
DC Investments Management, LLC 1150.11%0.98%2.84%Q4 2017Q1 202216
Irving Magee Investment Management 16161.37%2.06%2.60%Q2 2013Q1 201716
THOMAS WHITE INTERNATIONAL LTD 16160.00%0.00%0.00%Q2 2013Q1 201716
Kidder Stephen W 1510.12%0.78%2.23%Q4 2012Q4 201616
ALPINE WOODS CAPITAL INVESTORS, LLC 1120.02%0.63%1.27%Q3 2013Q3 202316
Hillsdale Investment Management Inc. 1030.03%0.05%0.09%Q2 2013Q1 202216
Gardiner Nancy B 970.36%0.60%1.24%Q4 2015Q1 202016
LOMBARDIA CAPITAL PARTNERS LLC 16161.01%1.84%2.36%Q2 2013Q1 201716
Dean Capital Management 1150.74%1.67%2.82%Q1 2018Q3 202316
Horizon Investment Services, LLC 1220.10%0.25%0.37%Q1 2015Q2 202316
ENTERPRISE FINANCIAL SERVICES CORP 16160.00%0.01%0.01%Q2 2013Q1 201716
Prestige Wealth Management Group LLC 1510.00%0.00%0.00%Q4 2018Q3 202316
APG Asset Management N.V. 1320.00%0.03%0.09%Q3 2017Q1 202215
VOLORIDGE INVESTMENT MANAGEMENT, LLC 1010.00%0.02%0.09%Q4 2016Q3 202315
Allworth Financial LP 15150.00%0.00%0.00%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
REAVES W H & CO INC 960.32%0.63%1.04%Q2 2013Q1 201815
Mitsubishi UFJ Trust & Banking Corp 15150.00%0.13%0.35%Q2 2019Q4 202215
GABELLI FUNDS LLC 15150.00%0.07%0.10%Q1 2020Q3 202315
MSI Financial Services Inc 15150.00%0.00%0.01%Q2 2013Q4 201615
Sapience Investments, LLC 15150.89%1.38%1.93%Q1 2020Q3 202315
Janney Montgomery Scott LLC 1410.00%0.01%0.01%Q2 2017Q3 202315
Zurich Insurance Group Ltd/FI 1410.03%0.05%0.06%Q3 2015Q2 202015
Jupiter Investment Management Ltd 810.01%0.28%0.93%Q2 2013Q2 202015
SUMITOMO LIFE INSURANCE CO 15150.14%0.16%0.18%Q3 2013Q1 201715
Arizona State Retirement System 15150.01%0.01%0.02%Q1 2020Q3 202315
MERCER GLOBAL ADVISORS INC /ADV 1140.00%0.01%0.03%Q1 2019Q3 202315
BlackRock Institutional Trust Company, N.A. 15150.01%0.01%0.02%Q2 2013Q4 201615
BlackRock Fund Advisors 15150.02%0.02%0.02%Q2 2013Q4 201615
Wellington Shields Capital Management, LLC 15150.04%0.08%0.10%Q3 2014Q1 201815
WINTON GROUP Ltd 1110.01%0.09%0.20%Q3 2019Q3 202315
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
ACCURATE INVESTMENT SOLUTIONS, INC. 15150.00%0.00%0.00%Q4 2015Q2 201915
BlackRock Group LTD 15150.00%0.00%0.00%Q2 2013Q4 201615
BLACKROCK ADVISORS LLC 15150.00%0.00%0.00%Q2 2013Q4 201615
KENNEDY CAPITAL MANAGEMENT LLC 15150.09%0.25%0.39%Q2 2013Q4 201615
Patriot Financial Group Insurance Agency, LLC 15150.00%0.00%0.00%Q4 2018Q2 202215
BlackRock Investment Management, LLC 15150.01%0.01%0.02%Q2 2013Q4 201615
Cambridge Investment Research Advisors, Inc. 1320.00%0.00%0.01%Q3 2018Q3 202315
RAMSEY QUANTITATIVE SYSTEMS 14140.22%0.47%0.77%Q3 2015Q4 201814
BNP Paribas Asset Management Holding S.A. 14140.02%0.03%0.04%Q2 2013Q3 201614
SHINE INVESTMENT ADVISORY SERVICES INC 14140.00%0.00%0.01%Q2 2017Q3 202014
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 710.00%0.00%0.01%Q2 2013Q1 202014
Clark Capital Management Group, Inc. 860.01%0.04%0.09%Q1 2014Q2 202014
BRINKER CAPITAL INC 14140.03%0.04%0.05%Q1 2017Q2 202014
ALPHA WINDWARD LLC 810.02%0.30%0.33%Q2 2013Q3 201914
COHEN & STEERS, INC. 14140.00%0.09%0.20%Q2 2020Q3 202314
HUSSMAN STRATEGIC ADVISORS, INC. 14140.01%0.08%0.22%Q2 2020Q3 202314
Bowling Portfolio Management LLC 14140.09%0.26%0.35%Q2 2017Q3 202014
PRUDENTIAL PLC 1010.00%0.00%0.02%Q1 2017Q3 202214
ANALYTIC INVESTORS, LLC 14140.01%0.03%0.05%Q2 2013Q3 201614
VIRGINIA RETIREMENT SYSTEMS ET AL 610.00%0.01%0.02%Q2 2013Q2 202313
Krane Funds Advisors LLC 940.01%0.02%0.04%Q2 2019Q2 202313
NOMURA HOLDINGS INC 410.00%0.00%0.02%Q1 2013Q3 202013
CapWealth Advisors, LLC 760.00%0.00%0.00%Q2 2013Q3 201613
Point72 Hong Kong Ltd 410.00%0.01%0.03%Q4 2016Q3 202213
AGF Investments LLC 910.00%0.01%0.13%Q4 2016Q3 202213
NAPLES GLOBAL ADVISORS, LLC 13130.25%0.29%0.33%Q4 2013Q4 201613
NewEdge Advisors, LLC 630.00%0.09%0.23%Q3 2016Q3 202313
KANALY TRUST CO 13130.01%0.02%0.02%Q4 2013Q4 201613
JEPPSON WEALTH MANAGEMENT, LLC 13130.11%0.14%0.17%Q3 2020Q3 202313
CI INVESTMENTS INC. 13130.00%0.00%0.00%Q3 2020Q3 202313
ALGERT GLOBAL LLC 940.06%0.21%0.38%Q3 2019Q3 202313
HITE Hedge Asset Management LLC 1210.36%3.17%4.68%Q2 2020Q3 202313
Piermont Capital Management Inc. 710.67%0.96%1.47%Q2 2014Q4 201813
Newbridge Financial Services Group, Inc. 13130.00%0.00%0.00%Q3 2020Q3 202313
WASHINGTON TRUST BANK 810.01%0.02%0.02%Q1 2014Q1 201913
NUANCE INVESTMENTS, LLC 610.07%0.73%1.73%Q3 2013Q3 202313
UNITED SERVICES AUTOMOBILE ASSOCIATION 940.00%0.02%0.04%Q1 2015Q2 201913
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 13130.01%0.01%0.01%Q3 2020Q3 202313
PRIVATE TRUST CO NA 760.00%0.00%0.00%Q1 2013Q3 202313
LOOMIS SAYLES & CO L P 810.00%0.00%0.00%Q4 2013Q1 201913
REGENTATLANTIC CAPITAL LLC 1210.01%0.02%0.02%Q4 2014Q3 201913
FIL Ltd 13130.03%0.05%0.07%Q2 2018Q2 202113
Parkside Financial Bank & Trust 940.00%0.00%0.01%Q1 2017Q3 202313
Redpoint Investment Management Pty Ltd 920.01%0.07%0.12%Q4 2017Q4 202113
BlueCrest Capital Management Ltd 910.01%0.02%0.07%Q3 2014Q1 201913
EVOKE WEALTH, LLC 13130.00%0.00%0.00%Q3 2019Q3 202213
CLEARBRIDGE, LLC 12120.16%0.19%0.24%Q4 2013Q3 201612
Psagot Value Holdings Ltd. 12120.01%0.03%0.12%Q4 2018Q3 202112
STEVENS CAPITAL MANAGEMENT LP 610.01%0.03%0.05%Q2 2013Q4 201712
Assured Investment Management LLC 750.00%0.04%0.12%Q1 2016Q1 201912
CoreFirst Bank & Trust 12120.19%0.33%0.40%Q4 2020Q3 202312
Cetera Investment Advisers 12120.00%0.01%0.01%Q4 2020Q3 202312
ONTARIO TEACHERS PENSION PLAN BOARD 710.00%0.02%0.10%Q2 2013Q1 202312
TD ASSET MANAGEMENT INC 12120.00%0.00%0.00%Q2 2015Q1 201812
Cornerstone Advisors, Inc. 510.00%0.03%0.06%Q1 2014Q3 202012
Berman Capital Advisors, LLC 12120.00%0.01%0.01%Q4 2018Q3 202112
Adalta Capital Management LLC 12121.08%1.70%2.22%Q4 2020Q3 202312
Redwood Grove Capital, LLC 12122.04%3.45%5.42%Q4 2020Q3 202312
RUSSELL FRANK CO/ 12120.01%0.02%0.03%Q2 2013Q1 201612
TCI Wealth Advisors, Inc. 1110.00%0.00%0.00%Q3 2019Q1 202312
SITTNER & NELSON, LLC 12120.00%0.02%0.06%Q4 2020Q3 202312
Brinker Capital Investments, LLC 1010.00%0.03%0.04%Q4 2015Q4 202212
First Pacific Financial 12120.19%0.25%0.28%Q4 2020Q3 202312
GAMCO INVESTORS, INC. ET AL 12120.01%0.02%0.03%Q4 2020Q3 202312
American Investment Services, Inc. 840.11%0.24%0.31%Q2 2013Q4 202012
Vestmark Advisory Solutions, Inc. 12120.02%0.03%0.05%Q3 2020Q2 202312
Lehman Financial Resources, Inc. 12120.00%0.00%0.00%Q4 2012Q3 201512
FDx Advisors, Inc. 1020.01%0.02%0.03%Q2 2014Q3 202312
DREMAN VALUE MANAGEMENT, L L C 1010.00%0.90%1.61%Q2 2013Q1 201611
CONNABLE OFFICE INC 11110.04%0.04%0.05%Q3 2020Q1 202311
Jackson Creek Investment Advisors LLC 650.32%0.35%0.38%Q4 2020Q3 202311
SEVEN EIGHT CAPITAL, LP 210.01%0.08%0.16%Q4 2014Q1 202311
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 610.00%0.00%0.01%Q2 2013Q3 202111
ClearBridge Investments Ltd 810.00%0.01%0.03%Q4 2014Q2 202011
Broderick Brian C 830.08%0.19%0.58%Q4 2012Q3 201711
VALLEY WEALTH MANAGERS, INC. 11110.00%0.30%0.39%Q3 2020Q1 202311
ADAMS DIVERSIFIED EQUITY FUND, INC. 11110.01%0.04%0.07%Q4 2016Q2 201911
Legg Mason Asset Management (Japan) Co., Ltd. 920.02%0.09%0.28%Q2 2018Q1 202111
PRENTISS SMITH & CO INC 11110.29%0.47%0.75%Q2 2013Q4 201511
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 11110.02%0.05%0.08%Q1 2021Q3 202311
ZWJ INVESTMENT COUNSEL INC 11111.21%1.37%1.47%Q2 2013Q4 201511
Wealthspire Advisors, L.P. 920.00%0.00%0.00%Q4 2015Q1 201911
BANK OF HAWAII 11110.02%0.04%0.05%Q2 2018Q4 202011
CURIAN CAPITAL LLC 11110.01%0.02%0.02%Q2 2013Q4 201511
NORTHWEST INVESTMENT COUNSELORS, LLC 810.00%0.00%0.00%Q3 2019Q3 202311
O'Shares Investment Advisers, LLC 11110.03%0.06%0.07%Q4 2018Q2 202111
Schonfeld Strategic Advisors LLC 310.00%0.02%0.08%Q4 2016Q1 202311
GW CAPITAL INC 11110.40%1.39%2.06%Q2 2013Q4 201511
Ensign Peak Advisors, Inc 830.00%0.01%0.02%Q2 2020Q3 202311
Kestra Advisory Services, LLC 11110.00%0.00%0.00%Q4 2020Q2 202311
D.A. DAVIDSON & CO. 710.00%0.00%0.01%Q2 2013Q2 201711
Virtu KCG Holdings LLC 610.00%0.01%0.05%Q3 2013Q1 201711
FIDGEON TIMOTHY F 11111.00%1.16%1.42%Q1 2013Q3 201511
CORNERCAP INVESTMENT COUNSEL INC 610.08%0.15%0.26%Q1 2018Q1 202310
Jacobi Capital Management LLC 10100.03%0.03%0.03%Q1 2021Q2 202310
CITY NATIONAL BANK 10100.01%0.01%0.01%Q2 2013Q3 201510
OBERWEIS ASSET MANAGEMENT INC/ 10100.14%0.22%0.30%Q4 2017Q1 202010
PARK AVENUE SECURITIES LLC 820.01%0.01%0.01%Q1 2021Q3 202310
PRELUDE CAPITAL MANAGEMENT, LLC 210.00%0.01%0.03%Q1 2013Q3 202010
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.01%Q2 2018Q3 202010
Omnia Family Wealth, LLC 10100.00%0.00%0.00%Q4 2016Q1 201910
HC FINANCIAL ADVISORS INC 10100.00%0.00%0.01%Q1 2020Q2 202210
AlphaCrest Capital Management LLC 510.03%0.06%0.08%Q4 2018Q2 202210
UBS AG 660.00%0.00%0.00%Q2 2013Q3 201410
COMMONWEALTH BANK OF AUSTRALIA 730.00%0.28%0.82%Q2 2013Q2 201910
MAI Capital Management 910.02%0.02%0.03%Q3 2013Q1 201610
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 640.00%0.02%0.07%Q3 2011Q4 202010
PEREGRINE CAPITAL MANAGEMENT LLC 10100.10%0.18%0.29%Q3 2016Q4 201810
JOHNSON INVESTMENT COUNSEL INC 10100.02%0.02%0.02%Q2 2021Q3 202310
GREEN ARROW CAPITAL MANAGEMENT LLC 10100.20%0.74%1.73%Q2 2013Q3 201510
Larson Financial Group LLC 10100.00%0.00%0.00%Q4 2018Q1 202110
AUA CAPITAL MANAGEMENT, LLC 10100.00%0.00%0.00%Q3 2020Q4 202210
Skandinaviska Enskilda Banken AB (publ) 10100.01%0.25%0.67%Q3 2018Q4 202010
MOODY ALDRICH PARTNERS LLC 620.83%1.33%2.08%Q1 2016Q3 202310
Jefferies Group LLC 510.00%0.00%0.01%Q4 2013Q4 201910
WADDELL & REED FINANCIAL INC 420.01%0.01%0.02%Q4 2014Q2 202010
Avestar Capital, LLC 10100.03%0.05%0.09%Q2 2021Q3 202310
STRATTON MANAGEMENT CO 990.52%0.62%0.80%Q2 2013Q2 20159
Point72 Asset Management, L.P. 410.00%0.02%0.04%Q2 2019Q3 20239
44 WEALTH MANAGEMENT LLC 991.79%1.93%2.10%Q4 2020Q4 20229
Psagot Value Holdings Ltd. / (Israel) 990.12%0.17%0.24%Q3 2021Q3 20239
Beck Bode, LLC 310.00%2.63%4.00%Q1 2019Q2 20239
WCM INVESTMENT MANAGEMENT, LLC 990.12%0.20%0.37%Q1 2013Q1 20159
NOMURA ASSET MANAGEMENT CO LTD 710.00%0.00%0.00%Q2 2016Q3 20239
JANUS HENDERSON GROUP PLC 990.00%0.00%0.00%Q3 2021Q3 20239
TORONTO DOMINION BANK 520.00%0.00%0.00%Q2 2017Q1 20229
OneDigital Investment Advisors LLC 990.00%0.00%0.01%Q2 2017Q2 20199
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 410.00%0.02%0.06%Q4 2019Q2 20239
Financial Advocates Investment Management 510.02%0.07%0.14%Q3 2018Q1 20229
Calvert Investment Management, Inc. 720.01%0.31%0.53%Q2 2013Q4 20169
Qube Research & Technologies Ltd 410.00%0.01%0.03%Q4 2019Q3 20239
MANAGED ACCOUNT ADVISORS LLC 990.00%0.01%0.02%Q2 2013Q2 20159
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 410.00%0.00%0.01%Q3 2019Q3 20239
Sumitomo Mitsui DS Asset Management Company, Ltd 990.08%0.12%0.32%Q2 2013Q2 20159
HUFF W R ASSET MANAGEMENT CO LLC /DE/ 990.95%1.21%1.76%Q4 2014Q4 20169
MACKAY SHIELDS LLC 720.00%0.02%0.04%Q4 2018Q1 20219
KBC Group NV 630.01%0.01%0.03%Q4 2014Q4 20199
FIRST MIDWEST BANK TRUST DIVISION 990.03%0.04%0.04%Q3 2016Q3 20189
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 510.00%0.01%0.02%Q1 2013Q3 20179
FineMark National Bank & Trust 410.00%0.00%0.00%Q2 2014Q4 20169
North Star Investment Management Corp. 990.00%0.00%0.00%Q1 2017Q1 20199
XPONANCE, INC. 810.00%0.01%0.01%Q2 2021Q3 20239
WealthTrust-Arizona, LLC 990.00%0.00%0.00%Q2 2013Q2 20159
CPWM, LLC 990.02%0.03%0.05%Q3 2020Q3 20229
Mariner, LLC 720.00%0.00%0.00%Q1 2019Q3 20239
Pacer Advisors, Inc. 610.00%0.04%0.06%Q2 2016Q3 20239
Monarch Partners Asset Management LLC 310.33%1.12%2.48%Q4 2014Q2 20229
ALLSTATE CORP 990.02%0.05%0.08%Q4 2019Q4 20219
Hexavest Inc. 880.00%0.01%0.02%Q3 2019Q2 20218
PICTET ASSET MANAGEMENT SA 880.00%0.00%0.00%Q3 2021Q2 20238
GENERAL MOTORS INVESTMENT MANAGEMENT CORP 880.06%0.07%0.09%Q2 2013Q1 20158
JFS WEALTH ADVISORS, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Stonebridge Capital Advisors LLC 410.00%0.00%0.00%Q3 2019Q2 20238
Copper Rock Capital Partners, LLC 411.17%2.25%7.23%Q3 2014Q1 20208
Covestor Ltd 880.01%0.09%0.15%Q4 2021Q3 20238
Campbell & CO Investment Adviser LLC 110.05%0.25%0.68%Q3 2013Q3 20238
TRUE Private Wealth Advisors 510.01%0.02%0.04%Q3 2018Q4 20218
Arlington Partners LLC 880.01%0.04%0.06%Q1 2021Q4 20228
Atom Investors LP 710.04%0.62%1.09%Q1 2019Q3 20238
Matarin Capital Management, LLC 710.03%0.45%0.86%Q1 2014Q2 20188
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 880.03%0.04%0.10%Q1 2020Q4 20218
Ellevest, Inc. 880.00%0.00%0.00%Q3 2020Q2 20228
Gradient Investments LLC 410.00%0.00%0.00%Q4 2017Q2 20238
FourThought Financial, LLC 880.00%0.01%0.03%Q4 2020Q3 20228
GAM Holding AG 620.01%0.02%0.03%Q4 2015Q2 20198
Cerebellum GP, LLC 410.09%0.23%0.30%Q4 2017Q2 20208
SYMPHONY ASSET MANAGEMENT LLC 880.03%0.20%0.41%Q2 2013Q1 20158
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 710.02%0.07%0.08%Q3 2015Q1 20208
Sciencast Management LP 210.10%0.22%0.44%Q1 2017Q2 20218
Sagefield Capital LP 880.48%0.65%0.83%Q4 2021Q3 20238
ARGI Investment Services, LLC 440.03%0.04%0.04%Q1 2015Q4 20228
Bell Investment Advisors, Inc 620.00%0.00%0.00%Q3 2021Q3 20238
OLD REPUBLIC INTERNATIONAL CORP 440.24%0.42%0.63%Q4 2013Q2 20198
JUPITER ASSET MANAGEMENT LTD 620.07%0.17%0.28%Q3 2020Q3 20238
DUFF & PHELPS INVESTMENT MANAGEMENT CO 880.41%0.99%1.27%Q2 2014Q1 20168
BROWN BROTHERS HARRIMAN & CO 510.00%0.00%0.01%Q1 2013Q3 20238
Allspring Global Investments Holdings, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
Stone Ridge Asset Management LLC 710.01%0.03%0.05%Q4 2017Q2 20208
Carroll Financial Associates, Inc. 440.00%0.00%0.00%Q1 2019Q3 20218
NumerixS Investment Technologies Inc 410.01%0.02%0.04%Q3 2017Q2 20207
Alberta Investment Management Corp 320.01%0.03%0.08%Q3 2014Q1 20237
CARILLON TOWER ADVISERS, INC. 770.11%0.16%0.21%Q4 2018Q2 20207
GLOBEFLEX CAPITAL L P 610.00%0.06%0.13%Q4 2016Q1 20197
TILIA FIDUCIARY PARTNERS, INC. 770.02%0.02%0.02%Q4 2021Q2 20237
FLPUTNAM INVESTMENT MANAGEMENT CO 770.02%0.07%0.09%Q2 2013Q4 20147
SCOUT INVESTMENTS, INC. 770.46%0.67%0.88%Q4 2018Q2 20207
Integrated Wealth Management 770.00%0.01%0.01%Q1 2015Q3 20167
GAM SYSTEMATIC LLP 770.02%0.11%0.25%Q4 2015Q2 20177
TPH Asset Management, LLC 770.00%0.37%1.15%Q3 2013Q1 20157
HBK INVESTMENTS L P 610.00%0.01%0.02%Q2 2013Q4 20187
FOX RUN MANAGEMENT, L.L.C. 310.07%0.17%0.26%Q4 2017Q1 20227
GROUP ONE TRADING, L.P. 210.00%0.00%0.00%Q1 2014Q4 20227
NEW ENGLAND SECURITIES CORP /MA/ 770.02%0.02%0.03%Q2 2013Q4 20147
FARMERS & MERCHANTS INVESTMENTS INC 520.00%0.00%0.00%Q2 2014Q3 20237
Quantitative Systematic Strategies LLC 410.05%0.34%1.02%Q1 2019Q1 20217
STEPHENS INC /AR/ 610.01%0.01%0.03%Q3 2014Q4 20217
Magnetar Financial LLC 210.00%0.01%0.02%Q2 2013Q3 20227
Leeward Investments, LLC - MA 770.97%1.17%1.41%Q1 2022Q3 20237
FORSTA AP-FONDEN 770.04%0.05%0.05%Q1 2018Q3 20197
Rehmann Capital Advisory Group 770.00%0.00%0.00%Q1 2018Q3 20197
SVA Wealth Management, LLC 770.16%0.19%0.21%Q1 2014Q3 20157
FORA Capital, LLC 210.00%0.03%0.06%Q4 2019Q1 20237
Sowell Financial Services LLC 770.00%0.00%0.00%Q3 2019Q1 20217
Summit Global Investments 770.08%0.09%0.11%Q4 2018Q2 20207
Castleton Investment Management LLC 311.20%1.74%2.51%Q1 2016Q1 20197
Walleye Capital LLC 210.00%0.04%0.10%Q2 2019Q1 20237
TURNER INVESTMENTS LLC 770.00%0.01%0.03%Q2 2013Q4 20147
Versor Investments LP 430.01%0.05%0.11%Q3 2021Q3 20237
SeaCrest Wealth Management, LLC 610.01%0.02%0.02%Q4 2017Q2 20227
Parallax Volatility Advisers, L.P. 410.00%0.00%0.00%Q4 2013Q1 20197
JONES FINANCIAL COMPANIES LLLP 770.00%0.00%0.00%Q4 2020Q2 20227
Sumitomo Mitsui Trust Holdings, Inc. 430.00%0.00%0.00%Q4 2019Q2 20227
OPTIMUM INVESTMENT ADVISORS 770.03%0.03%0.04%Q3 2013Q1 20157
AHL Partners LLP 430.04%0.22%0.79%Q1 2016Q4 20177
CHICAGO EQUITY PARTNERS LLC 770.02%0.12%0.17%Q3 2018Q1 20207
Zimmer Partners, LP 410.03%3.00%5.67%Q2 2013Q3 20237
Grantham, Mayo, Van Otterloo & Co. LLC 610.00%0.09%0.15%Q2 2013Q2 20207
Gotham Asset Management, LLC 520.01%0.05%0.17%Q2 2013Q4 20197
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
HRT FINANCIAL LP 310.01%0.04%0.07%Q3 2020Q1 20237
Charter Oak Capital Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
ALPHASIMPLEX GROUP, LLC 420.14%0.16%0.18%Q1 2019Q3 20206
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 420.57%1.03%1.44%Q1 2016Q2 20226
First Washington CORP 210.00%1.02%2.19%Q4 2013Q3 20236
TD Capital Management LLC 660.00%0.00%0.00%Q2 2013Q3 20146
WOLVERINE TRADING, LLC 210.00%0.00%0.00%Q2 2019Q4 20226
CSat Investment Advisory, L.P. 660.00%0.00%0.00%Q2 2019Q3 20206
AdvisorNet Financial, Inc 510.00%0.00%0.00%Q2 2018Q3 20236
SEI TRUST CO 660.01%0.02%0.02%Q2 2013Q3 20146
Blueshift Asset Management, LLC 210.04%0.10%0.21%Q3 2019Q1 20226
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
ADAGE CAPITAL PARTNERS GP, L.L.C. 510.08%0.11%0.15%Q1 2013Q2 20166
Mirae Asset Global Investments Co., Ltd. 660.00%0.00%0.01%Q2 2022Q3 20236
Disciplined Investments, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
OXFORD ASSET MANAGEMENT LLP 220.01%0.02%0.03%Q1 2017Q3 20196
UBS OCONNOR LLC 510.02%0.18%0.39%Q1 2014Q4 20206
Archford Capital Strategies, LLC 420.00%0.00%0.00%Q2 2016Q2 20186
OLD NATIONAL BANCORP /IN/ 660.02%0.02%0.03%Q4 2020Q1 20226
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 660.01%0.02%0.03%Q2 2022Q3 20236
Retirement Systems of Alabama 660.02%0.02%0.03%Q2 2022Q3 20236
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 660.02%0.09%0.16%Q2 2013Q3 20146
Schubert & Co 660.00%0.00%0.00%Q4 2021Q1 20236
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 660.02%0.02%0.02%Q2 2022Q3 20236
EXCHANGE TRADED CONCEPTS, LLC 660.02%0.02%0.02%Q3 2022Q4 20236
Diversified Trust Co 330.01%0.02%0.02%Q1 2021Q3 20226
TRANSCEND CAPITAL ADVISORS, LLC 660.02%0.02%0.02%Q1 2022Q2 20236
Bartlett & Co. LLC 510.00%0.00%0.00%Q4 2020Q4 20236
Orion Portfolio Solutions, LLC 330.00%0.01%0.02%Q4 2019Q3 20236
ZACKS INVESTMENT MANAGEMENT 510.01%0.08%0.10%Q1 2015Q3 20236
Louisiana State Employees Retirement System 660.03%0.03%0.03%Q2 2022Q3 20236
Dai-ichi Life Holdings, Inc. 660.04%0.09%0.12%Q2 2014Q3 20156
Hexagon Capital Partners LLC 660.00%0.00%0.01%Q2 2022Q3 20236
PATHSTONE FAMILY OFFICE, LLC 310.00%0.00%0.00%Q1 2017Q4 20206
BOOTHBAY FUND MANAGEMENT, LLC 310.01%0.03%0.06%Q2 2018Q3 20226
YOUSIF CAPITAL MANAGEMENT, LLC 660.02%0.03%0.03%Q2 2022Q3 20236
Jackson Wealth Management, LLC 660.47%0.60%0.68%Q4 2016Q1 20186
SECURIAN ASSET MANAGEMENT, INC 660.01%0.01%0.01%Q2 2022Q3 20236
HABERER REGISTERED INVESTMENT ADVISOR INC 660.02%0.03%0.03%Q2 2013Q3 20146
Mondrian Investment Partners LTD 660.00%0.00%0.00%Q1 2021Q2 20226
Ridgewood Investments LLC 420.02%0.18%0.30%Q1 2021Q2 20236
PFG Private Wealth Management, LLC 660.00%0.00%0.00%Q3 2021Q4 20226
Wakefield Asset Management LLLP 660.10%0.20%0.24%Q3 2018Q4 20196
LEVIN CAPITAL STRATEGIES, L.P. 660.01%0.02%0.03%Q3 2013Q4 20146
FIRST QUADRANT LLC/CA 310.01%0.10%0.24%Q4 2017Q3 20196
PDT Partners, LLC 210.01%0.05%0.17%Q2 2013Q4 20196
Quantamental Technologies LLC 410.11%0.16%0.31%Q4 2018Q1 20236
SJS Investment Consulting Inc. 510.00%0.00%0.00%Q1 2022Q3 20236
Quadrature Capital Ltd 210.01%0.02%0.03%Q1 2018Q2 20226
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 110.00%0.00%0.01%Q1 2017Q4 20216
CAPITAL FUND MANAGEMENT S.A. 110.01%0.01%0.01%Q2 2013Q3 20206
LUMINUS MANAGEMENT LLC 410.26%1.66%4.30%Q2 2013Q2 20156
STATE OF MICHIGAN RETIREMENT SYSTEM 660.01%0.01%0.01%Q2 2022Q3 20236
Virtus ETF Advisers LLC 310.10%0.15%0.21%Q4 2015Q3 20236
CFS, LLC 660.04%0.05%0.08%Q2 2013Q3 20146
Hennion & Walsh Asset Management, Inc. 510.01%0.02%0.02%Q1 2021Q1 20236
Teza Capital Management LLC 510.09%0.22%0.39%Q4 2016Q3 20236
TEXAS PERMANENT SCHOOL FUND CORP 660.03%0.04%0.05%Q2 2022Q3 20236
Oliver Luxxe Assets LLC 660.07%0.50%0.66%Q3 2021Q4 20226
CHELSEA COUNSEL CO 660.26%0.65%0.82%Q2 2022Q3 20236
Cetera Advisors LLC 420.00%0.01%0.01%Q1 2019Q1 20236
BANCED CORP 510.98%1.32%1.59%Q4 2014Q2 20166
SUN LIFE FINANCIAL INC 660.01%0.08%0.12%Q2 2018Q3 20196
Granite Investment Partners, LLC 660.28%0.63%0.73%Q2 2022Q3 20236
Proficio Capital Partners LLC 660.00%0.00%0.01%Q1 2018Q2 20196
EverSource Wealth Advisors, LLC 660.00%0.01%0.01%Q2 2022Q3 20236
Neo Ivy Capital Management 110.01%0.20%0.43%Q2 2020Q3 20235
Founders Capital Management 550.06%0.06%0.06%Q1 2017Q1 20185
Sargent Bickham Lagudis LLC 410.00%0.00%0.00%Q1 2016Q2 20225
BB&T INVESTMENT SERVICES, INC. 550.01%0.02%0.02%Q4 2016Q4 20175
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 550.03%0.04%0.04%Q3 2022Q3 20235
Crossmark Global Holdings, Inc. 550.01%0.12%0.16%Q3 2022Q3 20235
FormulaFolio Investments, LLC 550.02%0.03%0.04%Q4 2017Q4 20185
AIGEN INVESTMENT MANAGEMENT, LP 310.02%0.11%0.26%Q1 2020Q3 20225
Assenagon Asset Management S.A. 310.01%0.01%0.02%Q1 2020Q4 20225
Delos Wealth Advisors, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Mesirow Institutional Investment Management, Inc. 550.80%0.88%0.92%Q3 2022Q3 20235
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 550.01%0.01%0.01%Q3 2022Q3 20235
Acrospire Investment Management LLC 550.00%0.02%0.05%Q2 2016Q2 20175
Pine River Capital Management L.P. 550.01%0.02%0.03%Q1 2014Q1 20155
PHILADELPHIA TRUST CO 550.14%0.19%0.24%Q2 2013Q2 20145
Johnson Bixby & Associates, LLC 550.05%0.05%0.06%Q2 2022Q2 20235
JASINKIEWICZ CAPITAL MANAGEMENT, LP 410.08%0.38%0.83%Q3 2013Q1 20155
DARK FOREST CAPITAL MANAGEMENT LP 210.00%0.03%0.07%Q2 2021Q2 20235
CIM INVESTMENT MANAGEMENT INC 210.07%0.13%0.26%Q2 2017Q4 20205
Y-Intercept (Hong Kong) Ltd 320.03%0.09%0.18%Q1 2021Q2 20225
Regal Investment Advisors LLC 550.01%0.01%0.01%Q2 2013Q2 20145
Liberty Mutual Group Asset Management Inc. 550.03%0.03%0.04%Q3 2013Q3 20145
SIR Capital Management, L.P. 310.13%0.38%0.70%Q2 2013Q2 20155
Raleigh Capital Management Inc. 550.00%0.00%0.01%Q3 2022Q3 20235
IMS Capital Management 210.02%0.21%0.68%Q1 2014Q1 20235
IFM Investors Pty Ltd 320.01%0.01%0.01%Q1 2022Q3 20235
PATRIZIA Pty Ltd 410.47%6.93%8.71%Q3 2020Q3 20235
TimeScale Financial, Inc. 550.00%0.00%0.00%Q2 2019Q2 20205
Citizens Business Bank 550.07%0.09%0.10%Q4 2012Q4 20135
LMR Partners LLP 550.27%0.33%0.41%Q3 2022Q3 20235
BRYN MAWR CAPITAL MANAGEMENT INC 320.05%0.30%0.60%Q3 2013Q4 20145
Concord Wealth Partners 550.00%0.00%0.00%Q1 2021Q1 20225
WESBANCO BANK INC 410.03%0.08%0.10%Q1 2016Q2 20225
State of Wyoming 320.01%0.03%0.05%Q4 2021Q2 20235
CITIZENS FINANCIAL GROUP INC/RI 550.00%0.00%0.00%Q4 2015Q4 20165
Pacifica Partners Inc. 550.00%0.00%0.00%Q4 2022Q4 20235
Pearl River Capital, LLC 310.01%0.07%0.13%Q3 2019Q3 20235
State of Tennessee, Treasury Department 550.01%0.02%0.02%Q3 2022Q3 20235
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 410.00%0.00%0.00%Q4 2019Q3 20215
Legacy Financial Advisors, Inc. 550.00%0.00%0.00%Q4 2017Q4 20185
Plante Moran Financial Advisors, LLC 410.00%0.00%0.00%Q1 2016Q2 20225
Fayerweather Charles 410.46%0.71%1.20%Q4 2012Q3 20165
CENTRAL TRUST Co 310.00%0.00%0.00%Q2 2016Q3 20225
Cutter & CO Brokerage, Inc. 550.20%0.65%0.83%Q2 2013Q2 20145
Virtu Financial LLC 210.01%0.04%0.06%Q1 2018Q3 20204
Jump Financial, LLC 440.01%0.02%0.04%Q1 2022Q4 20224
VALLEY NATIONAL ADVISERS INC 440.00%0.00%0.00%Q1 2020Q4 20204
MUFG Securities EMEA plc 440.00%0.02%0.03%Q2 2018Q1 20194
Vanguard Personalized Indexing Management, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
BANK OF NOVA SCOTIA 440.00%0.00%0.00%Q3 2022Q2 20234
Colonial Trust Co / SC 440.01%0.02%0.03%Q4 2022Q3 20234
Bullseye Asset Management LLC 441.87%2.12%2.50%Q1 2021Q4 20214
Blackstart Capital LP 312.26%3.10%3.44%Q2 2018Q4 20194
PARNASSUS INVESTMENTS, LLC 440.19%0.25%0.33%Q1 2020Q4 20204
ALPS ADVISORS INC 440.00%0.00%0.01%Q4 2022Q3 20234
Surevest, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
Integre Asset Management, LLC 310.09%0.13%0.16%Q4 2016Q4 20174
BDO Wealth Advisors, LLC 440.00%0.00%0.00%Q1 2019Q4 20194
SIGNET FINANCIAL MANAGEMENT, LLC 310.00%0.00%0.01%Q1 2018Q4 20214
Ziegler Capital Management, LLC 220.03%0.04%0.04%Q1 2020Q2 20234
Marshall Wace North America L.P. 110.00%0.03%0.11%Q3 2013Q2 20214
Quantitative Investment Management, LLC 440.04%0.09%0.15%Q2 2020Q1 20214
BlackRock Japan Co. Ltd 310.00%0.00%0.00%Q4 2013Q4 20164
Column Capital Advisors, LLC 310.00%0.00%0.00%Q4 2019Q4 20214
LNZ Capital LP 211.09%3.17%6.17%Q2 2018Q2 20214
Alexandria Capital, LLC 440.12%0.18%0.21%Q4 2020Q3 20214
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
SECOR Capital Advisors, LP 210.02%0.16%0.34%Q1 2014Q4 20174
Private Ocean, LLC 310.00%0.01%0.01%Q3 2019Q1 20214
ICON ADVISERS INC/CO 440.04%0.06%0.09%Q2 2014Q1 20154
CULLEN/FROST BANKERS, INC. 440.00%0.00%0.00%Q1 2019Q4 20194
SHELTON CAPITAL MANAGEMENT 440.01%0.01%0.02%Q3 2022Q2 20234
Richard Bernstein Advisors LLC 440.11%0.12%0.12%Q2 2019Q1 20204
Trilogy Capital Inc. 440.02%0.02%0.02%Q4 2022Q3 20234
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
NewSquare Capital LLC 440.05%0.08%0.12%Q4 2018Q3 20194
Newtyn Management, LLC 440.82%1.55%1.97%Q1 2020Q4 20204
Boston Common Asset Management, LLC 440.25%0.76%1.21%Q1 2019Q4 20194
RFP Financial Group LLC 440.00%0.00%0.00%Q4 2022Q3 20234
BRIDGEWAY CAPITAL MANAGEMENT, LLC 440.00%0.01%0.01%Q4 2018Q3 20194
Cortina Asset Management, LLC 440.11%0.18%0.25%Q1 2018Q4 20184
Spot Trading L.L.C 220.00%0.00%0.00%Q2 2013Q3 20134
Westside Investment Management, Inc. 440.00%0.00%0.00%Q1 2022Q4 20224
Hillcrest Asset Management LLC 441.50%1.56%1.62%Q1 2021Q4 20214
FIDUCIARY MANAGEMENT ASSOCIATES LLC 311.03%1.35%1.63%Q2 2013Q1 20164
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Quarry LP 440.00%0.00%0.01%Q4 2022Q3 20234
CAMBIAR INVESTORS LLC 440.46%0.53%0.61%Q1 2015Q4 20154
Legato Capital Management LLC 440.14%0.29%0.40%Q4 2022Q3 20234
Artisan Partners Limited Partnership 440.01%0.01%0.01%Q2 2015Q1 20164
Sandia Investment Management LP 440.04%0.05%0.06%Q4 2022Q3 20234
Centenus Global Management, LP 210.99%1.17%1.34%Q4 2017Q4 20194
WealthPLAN Partners, LLC 210.00%0.00%0.00%Q4 2015Q2 20234
Bridgefront Capital, LLC 110.13%0.32%0.64%Q2 2021Q3 20234
BENJAMIN EDWARDS INC 440.01%0.02%0.03%Q4 2022Q3 20234
HARTFORD INVESTMENT MANAGEMENT CO 310.01%0.01%0.01%Q2 2018Q2 20224
Empowered Funds, LLC 440.04%0.05%0.05%Q4 2022Q3 20234
Tarbox Family Office, Inc. 310.00%0.00%0.00%Q1 2016Q4 20194
Palisades Investment Partners, LLC 440.42%0.44%0.47%Q3 2013Q2 20144
JOYN Advisors, Inc. 440.00%0.01%0.02%Q1 2018Q4 20184
ATLAS Infrastructure Partners (UK) Ltd. 446.71%14.75%20.50%Q4 2022Q3 20234
Visium Asset Management, LP 220.01%0.03%0.06%Q3 2013Q4 20144
Aquatic Capital Management LLC 220.03%0.07%0.11%Q3 2022Q3 20234
Ancora Advisors LLC 210.00%0.00%0.00%Q4 2020Q3 20224
CLINTON GROUP INC 310.08%0.11%0.19%Q1 2016Q4 20174
LIBERTY WEALTH MANAGEMENT LLC 210.00%0.02%0.05%Q2 2019Q3 20214
CARLSON CAPITAL L P 220.40%0.54%0.69%Q2 2013Q3 20194
WELD CAPITAL MANAGEMENT LLC 310.20%0.43%0.66%Q3 2019Q3 20204
Sound Income Strategies, LLC 440.00%0.00%0.00%Q1 2022Q4 20224
Cornerstone Planning Group LLC 210.00%0.00%0.00%Q4 2022Q3 20233
BlueCrest Capital Management LLP 330.03%0.12%0.24%Q4 2013Q2 20143
DECADE CAPITAL MANAGEMENT LLC 330.60%0.79%0.91%Q3 2013Q1 20143
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 330.01%0.01%0.01%Q2 2022Q4 20223
Snowden Capital Advisors LLC 330.00%0.00%0.00%Q2 2019Q4 20193
SAC Capital Advisors LP 330.00%0.01%0.01%Q3 2013Q1 20143
HIGHBRIDGE CAPITAL MANAGEMENT LLC 210.08%0.14%0.20%Q2 2013Q2 20183
DEPRINCE RACE & ZOLLO INC 330.34%0.39%0.43%Q3 2013Q1 20143
MASON STREET ADVISORS, LLC 330.01%0.01%0.02%Q4 2013Q2 20143
Signator Financial Services, Inc. 330.00%0.00%0.00%Q1 2013Q3 20133
Airain ltd 110.02%0.02%0.03%Q4 2013Q4 20163
Financial Gravity Asset Management, Inc. 210.00%0.00%0.00%Q4 2020Q3 20233
Cerity Partners LLC 210.01%0.01%0.02%Q3 2017Q3 20233
Tilt Investment Management Holdings, PBC 330.14%0.16%0.19%Q4 2022Q2 20233
TWINBEECH CAPITAL LP 110.06%0.10%0.15%Q1 2021Q2 20233
King Wealth Management Group 330.35%0.39%0.43%Q2 2013Q4 20133
SYNOVUS FINANCIAL CORP 330.00%0.00%0.00%Q4 2019Q2 20203
Virtus Investment Advisers, Inc. 330.15%0.27%0.50%Q3 2022Q1 20233
XTX Topco Ltd 110.06%0.10%0.14%Q2 2021Q1 20233
Cinctive Capital Management LP 330.14%0.51%0.83%Q4 2019Q2 20203
Morningstar Investment Services LLC 330.00%0.00%0.00%Q2 2021Q4 20213
MIRABELLA FINANCIAL SERVICES LLP 210.03%0.08%0.14%Q4 2022Q3 20233
Executive Wealth Management, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
MGO ONE SEVEN LLC 210.01%0.01%0.01%Q4 2017Q4 20183
Knights of Columbus Asset Advisors LLC 330.10%0.18%0.23%Q4 2019Q2 20203
Unigestion Holding SA 330.06%0.11%0.14%Q1 2019Q3 20193
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q3 20233
AMERICAFIRST CAPITAL MANAGEMENT, LLC 110.06%0.51%1.12%Q3 2014Q2 20173
Jaffetilchin Investment Partners, LLC 330.09%0.09%0.09%Q2 2019Q4 20193
Destiny Wealth Partners, LLC 110.00%0.02%0.06%Q1 2021Q3 20223
DUALITY ADVISERS, LP 110.04%0.10%0.22%Q4 2020Q4 20223
tru Independence LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Centerpoint Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Index Management Solutions, LLC 330.01%0.02%0.03%Q1 2014Q3 20143
B. Riley Wealth Advisors, Inc. 110.00%0.00%0.01%Q2 2014Q1 20233
Princeton Alpha Management LP 110.05%0.13%0.23%Q3 2014Q4 20163
AGF MANAGEMENT LTD 330.02%0.02%0.03%Q4 2022Q2 20233
1832 Asset Management L.P. 210.01%0.01%0.01%Q3 2019Q4 20203
SKBA CAPITAL MANAGEMENT LLC 330.98%1.11%1.24%Q2 2014Q4 20143
BRIGHTON JONES LLC 210.01%0.02%0.04%Q4 2015Q1 20223
GREAT LAKES ADVISORS, LLC 330.07%0.09%0.12%Q1 2023Q3 20233
FIRSTMERIT BANK N A TRUSTEE 330.02%0.02%0.02%Q2 2014Q4 20143
Weiss Multi-Strategy Advisers LLC 110.06%0.09%0.11%Q3 2013Q2 20203
Penn Capital Management Company, LLC 330.04%0.05%0.05%Q1 2023Q3 20233
Longbow Capital Partners, L.P. 330.38%0.43%0.52%Q3 2013Q1 20143
USA FINANCIAL FORMULAS 330.00%0.00%0.00%Q1 2023Q3 20233
Coann Capital LLC 216.28%7.10%8.70%Q4 2020Q1 20223
C M BIDWELL & ASSOCIATES LTD 110.03%0.06%0.12%Q2 2020Q2 20233
PINNACLE FINANCIAL PARTNERS INC 330.00%0.00%0.00%Q4 2022Q2 20233
ELEFANTE MICHAEL B 330.14%0.62%1.34%Q4 2012Q2 20133
PFG Investments, LLC 330.14%0.16%0.18%Q1 2023Q3 20233
Point72 Middle East FZE 330.01%0.02%0.02%Q1 2023Q3 20233
WASHINGTON TRUST Co 210.00%0.00%0.00%Q2 2018Q3 20233
Ecofin Advisors Ltd 210.48%0.81%1.39%Q2 2013Q3 20163
Centiva Capital, LP 110.01%0.01%0.01%Q1 2021Q3 20233
HARBOUR INVESTMENTS, INC. 330.00%0.00%0.00%Q4 2022Q2 20233
Numeric Investors LLC 210.11%0.22%0.33%Q2 2013Q4 20173
Ergoteles LLC 210.01%0.08%0.16%Q3 2020Q2 20213
Procyon Advisors, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Convergence Investment Partners, LLC 210.07%0.09%0.12%Q4 2018Q1 20223
Empower Advisory Group, LLC 330.10%0.11%0.12%Q1 2023Q3 20233
RQSI Ltd 330.24%0.35%0.43%Q4 2014Q2 20153
OCCUDO QUANTITATIVE STRATEGIES LP 210.09%0.13%0.18%Q4 2022Q3 20233
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2018Q1 20203
ST GERMAIN D J CO INC 210.00%0.00%0.01%Q4 2022Q3 20233
Avior Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Placemark Investments, Inc. 210.01%0.01%0.01%Q2 2013Q4 20143
Bogart Wealth, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Capital Advisors, Ltd. LLC 210.00%0.00%0.00%Q4 2022Q3 20233
TORTOISE CAPITAL ADVISORS, L.L.C. 330.00%0.00%0.00%Q3 2016Q1 20173
UMB Bank, n.a. 330.00%0.00%0.00%Q4 2021Q2 20223
ELLINGTON MANAGEMENT GROUP LLC 210.05%0.07%0.10%Q3 2013Q4 20173
LYNCH & ASSOCIATES/IN 330.20%0.23%0.26%Q2 2013Q4 20133
Antonetti Capital Management LLC 330.03%0.09%0.13%Q2 2013Q4 20133
Century Capital Management, LLC 330.09%0.12%0.19%Q3 2015Q1 20163
BOSTON PRIVATE BANK & TRUST CO 220.00%0.00%0.00%Q2 2013Q3 20132
MARSHALL WACE, LLP 110.00%0.01%0.01%Q2 2014Q2 20202
IHT Wealth Management, LLC 110.00%0.01%0.01%Q4 2016Q4 20172
Zions Bancorporation, N.A. 220.00%0.00%0.00%Q1 2022Q2 20222
Covington Capital Management 220.00%0.00%0.00%Q3 2017Q4 20172
Private Advisor Group, LLC 110.00%0.04%0.07%Q4 2015Q2 20202
OLIVER LAGORE VANVALIN INVESTMENT GROUP 220.00%0.00%0.00%Q2 2022Q3 20222
DELTA ASSET MANAGEMENT LLC/TN 220.00%0.00%0.00%Q4 2022Q1 20232
Sunbelt Securities, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Watershed Asset Management, L.L.C. 220.31%0.34%0.38%Q3 2022Q4 20222
Cresset Asset Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Absolute Return Capital, LLC 220.00%0.00%0.01%Q1 2014Q2 20142
Lighthouse Investment Partners, LLC 110.21%0.39%0.57%Q1 2023Q3 20232
McClarren Financial Advisors, Inc. 220.00%0.00%0.00%Q4 2022Q1 20232
CAROLINAS WEALTH CONSULTING LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Kalos Management, Inc. 220.21%0.23%0.24%Q3 2017Q4 20172
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
InView Investment Management LLC 221.77%2.16%2.55%Q2 2013Q3 20132
WealthStone, Inc. 220.00%0.04%0.07%Q1 2019Q2 20192
INCEPTIONR LLC 220.14%0.15%0.15%Q2 2023Q3 20232
FNY Managed Accounts LLC 220.01%0.01%0.01%Q4 2017Q1 20182
Fulcrum Asset Management LLP 110.70%0.71%0.71%Q2 2020Q4 20202
Gemmer Asset Management LLC 220.00%0.00%0.00%Q3 2014Q4 20142
OPPENHEIMER & CO INC 220.01%0.02%0.02%Q2 2014Q3 20142
CENTERSQUARE INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q1 2020Q3 20202
WESTWOOD HOLDINGS GROUP INC 220.04%0.04%0.04%Q2 2013Q3 20132
Grey Fox Wealth Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2021Q1 20232
JANICZEK WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
TOCQUEVILLE ASSET MANAGEMENT L.P. 110.00%0.00%0.01%Q4 2013Q3 20232
Penserra Capital Management LLC 220.00%0.00%0.01%Q3 2019Q4 20192
LUCUS ADVISORS LLC 220.40%0.44%0.49%Q4 2017Q1 20182
Camarda Financial Advisors, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Emerald Acquisition Ltd. 220.01%0.01%0.02%Q2 2016Q3 20162
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2020Q1 20212
WISCONSIN CAPITAL MANAGEMENT LLC 220.15%0.16%0.17%Q3 2014Q4 20142
Baker Avenue Asset Management, LP 110.00%0.00%0.00%Q1 2023Q3 20232
Ada Investment Management, LP 220.12%0.14%0.15%Q3 2015Q4 20152
THOMPSON DAVIS & CO., INC. 220.01%0.01%0.01%Q3 2014Q4 20142
ELEMENT CAPITAL MANAGEMENT LLC 220.22%0.23%0.23%Q2 2023Q3 20232
Tidal Investments LLC 220.01%0.01%0.02%Q2 2023Q3 20232
Bayesian Capital Management, LP 110.04%0.06%0.08%Q1 2022Q4 20222
Gideon Capital Advisors, Inc. 110.18%0.18%0.19%Q1 2017Q1 20182
CIGNA INVESTMENTS INC /NEW 220.10%0.11%0.11%Q3 2018Q4 20182
South Dakota Investment Council 220.00%0.00%0.00%Q2 2023Q3 20232
Waverly Advisors, LLC 220.00%0.00%0.01%Q3 2013Q4 20132
SSI INVESTMENT MANAGEMENT LLC 220.03%0.04%0.05%Q2 2013Q3 20132
Asset Dedication, LLC 110.00%0.00%0.00%Q4 2019Q3 20232
ROWLAND CARMICHAEL ADVISORS INC /ADV 110.10%0.10%0.12%Q2 2020Q4 20202
Financial Architects, Inc 220.00%0.00%0.00%Q1 2017Q2 20172
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
Cordant, Inc. 110.00%0.00%0.00%Q4 2019Q1 20222
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.00%Q1 2018Q3 20192
AMERICAN NATIONAL BANK 220.01%0.01%0.01%Q3 2022Q4 20222
CenterStar Asset Management, LLC 110.00%0.01%0.02%Q1 2020Q1 20202
361 CAPITAL LLC 220.37%0.40%0.44%Q3 2018Q4 20182
CHILTON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2021Q2 20222
Pacific Center for Financial Services 220.01%0.01%0.01%Q3 2018Q4 20182
Checchi Capital Advisers, LLC 220.00%0.00%0.00%Q1 2016Q2 20162
Fortitude Advisory Group L.L.C. 220.02%0.02%0.02%Q4 2021Q1 20222
Electron Capital Partners, LLC 220.92%1.11%1.31%Q4 2014Q1 20152
Shelter Harbor Advisors, LP 222.04%2.09%2.14%Q2 2019Q3 20192
Steward Financial Group LLC 110.00%0.00%0.00%Q2 2022Q3 20232
CenterBook Partners LP 220.03%0.06%0.09%Q2 2023Q3 20232
Prospera Financial Services Inc 220.00%0.00%0.00%Q1 2022Q2 20222
RWA WEALTH PARTNERS, LLC 220.01%0.01%0.01%Q1 2018Q2 20182
PUZO MICHAEL J 220.20%0.43%0.66%Q4 2012Q1 20132
Sutton Wealth Advisors Inc. 220.00%0.00%0.00%Q3 2022Q4 20222
NORTHERN TRUST CO OF CONNECTICUT 220.07%0.08%0.08%Q2 2013Q3 20132
AMUNDI ASSET MANAGEMENT US, INC. 220.01%0.01%0.01%Q3 2020Q4 20202
MOTCO 220.00%0.00%0.00%Q2 2023Q3 20232
Anchor Investment Management, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
BAIRD ROBERT W & CO INC /WI/ 220.00%0.00%0.00%Q4 2014Q1 20152
CAPSTONE ASSET MANAGEMENT CO 220.01%0.01%0.01%Q2 2013Q3 20132
CrestPoint Capital Management, LLC 220.11%0.11%0.11%Q4 2014Q1 20152
Northwest Capital Management Inc 220.02%0.02%0.02%Q2 2023Q3 20232
Milestone Investment Advisors LLC 110.00%0.00%0.00%Q1 2023Q3 20232
CGC Financial Services, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
Crestline Management, LP 220.19%0.23%0.28%Q1 2023Q2 20232
Blackhawk Capital Partners LLC. 221.40%1.45%1.51%Q4 2020Q1 20212
Neuberger Berman Canada ULC 110.04%0.06%0.09%Q2 2013Q3 20172
MENTA CAPITAL LLC 110.15%0.27%0.38%Q2 2013Q4 20172
Cornerstone Wealth Management, LLC 110.02%0.03%0.04%Q3 2018Q1 20202
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q4 2018Q3 20212
Geneos Wealth Management Inc. 220.00%0.00%0.00%Q3 2016Q4 20162
Spire Wealth Management 220.00%0.00%0.00%Q4 2022Q1 20232
Grant Street Asset Management, Inc. 220.01%0.01%0.01%Q4 2020Q1 20212
Highlander Capital Management, LLC 110.00%0.01%0.01%Q4 2018Q3 20232
KAYNE ANDERSON CAPITAL ADVISORS LP 220.01%0.01%0.01%Q2 2021Q3 20212
TIAA, FSB 220.00%0.00%0.00%Q2 2021Q3 20212
Avion Wealth 110.00%0.00%0.00%Q1 2023Q3 20232
Alera Investment Advisors, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
HARBOR INVESTMENT ADVISORY, LLC 110.00%0.00%0.00%Q2 2020Q3 20232
CAXTON ASSOCIATES LP 110.02%0.32%0.61%Q1 2018Q4 20202
Vise Technologies, Inc. 110.05%0.05%0.05%Q1 2023Q1 20231
Capital Analysts, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
CM WEALTH ADVISORS LLC 110.11%0.11%0.11%Q1 2023Q1 20231
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
CAMBRIDGE TRUST CO 110.00%0.00%0.00%Q2 2022Q2 20221
Community Bank, N.A. 110.00%0.00%0.00%Q3 2022Q3 20221
HABER TRILIX ADVISORS, LP 110.39%0.39%0.39%Q2 2013Q2 20131
Ipswich Investment Management Co., Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
SYMONS CAPITAL MANAGEMENT INC 110.12%0.12%0.12%Q2 2013Q2 20131
SPRING CREEK CAPITAL LLC 110.04%0.04%0.04%Q2 2018Q2 20181
STIFEL NICOLAUS & CO INC \MO\ 110.00%0.00%0.00%Q2 2013Q2 20131
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
First Capital Advisors Group, LLC. 110.00%0.00%0.00%Q2 2023Q2 20231
Forward Management, LLC 110.00%0.00%0.00%Q3 2013Q3 20131
JNBA Financial Advisors 110.00%0.00%0.00%Q3 2016Q3 20161
FIRST NATIONAL CORP /MA/ /ADV 110.00%0.00%0.00%Q1 2019Q1 20191
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Banco Santander, S.A. 110.05%0.05%0.05%Q2 2023Q2 20231
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 110.37%0.37%0.37%Q2 2021Q2 20211
LGT Financial Advisors LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Trutina Financial LLC 110.00%0.00%0.00%Q1 2014Q1 20141
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
Fieldpoint Private Securities, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CLEAR STREET MARKETS LLC 110.02%0.02%0.02%Q2 2015Q2 20151
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
WOODMONT INVESTMENT COUNSEL LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Carmichael Hill & Associates, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Spark Investment Management LLC 110.18%0.18%0.18%Q1 2015Q1 20151
AmericaFirst Quantitative Trust - AmericaFirst Defensive Growth & Income Portfolio, Series 2 111.12%1.12%1.12%Q2 2017Q2 20171
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
American Trust 110.02%0.02%0.02%Q2 2023Q2 20231
Hoxton Financial, Inc. 110.01%0.01%0.01%Q2 2013Q2 20131
Altus Wealth Group LLC 110.01%0.01%0.01%Q4 2020Q4 20201
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.03%0.03%0.03%Q4 2018Q4 20181
NATIONAL BANK OF CANADA /FI/ 110.00%0.00%0.00%Q3 2023Q3 20231
PIEDMONT INVESTMENT ADVISORS INC 110.00%0.00%0.00%Q2 2018Q2 20181
Accurate Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Covalis Capital LLP 110.12%0.12%0.12%Q2 2018Q2 20181
Interchange Capital Partners, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
BARINGS LLC 110.01%0.01%0.01%Q2 2013Q2 20131
TFO Wealth Partners, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Wealthcare Advisory Partners LLC 110.00%0.00%0.00%Q1 2021Q1 20211
CVA Family Office, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Grove Bank & Trust 110.00%0.00%0.00%Q1 2023Q1 20231
Ghisallo Capital Management LLC 111.96%1.96%1.96%Q4 2022Q4 20221
VisionPoint Advisory Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Clearstead Trust, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 110.01%0.01%0.01%Q2 2013Q2 20131
Capital Asset Advisory Services LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Irish Life Investment Managers Ltd. 110.00%0.00%0.00%Q2 2013Q2 20131
World Asset Management Inc 110.01%0.01%0.01%Q2 2013Q2 20131
GRIFFIN ASSET MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2019Q2 20191
Founders Financial Alliance, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
IndexIQ Advisors LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Bruderman Asset Management, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
Tradeworx Inc. 110.14%0.14%0.14%Q3 2013Q3 20131
Graham Capital Management, L.P. 110.06%0.06%0.06%Q1 2023Q1 20231
Lebenthal Asset Management, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
EA Series Trust 110.05%0.05%0.05%Q2 2023Q2 20231
Daiwa Securities Group Inc. 110.00%0.00%0.00%Q3 2020Q3 20201
Gyon Technologies Capital Management, LP 110.04%0.04%0.04%Q4 2022Q4 20221
AXQ CAPITAL, LP 110.09%0.09%0.09%Q1 2023Q1 20231
Beaird Harris Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Chapwood Capital Investment Management, LLC 110.74%0.74%0.74%Q4 2019Q4 20191
Olympiad Research LP 110.17%0.17%0.17%Q4 2019Q4 20191
NinePointTwo Capital LLC 110.11%0.11%0.11%Q4 2022Q4 20221
Virtus Fund Advisers, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
Parametrica Management Ltd 110.44%0.44%0.44%Q4 2016Q4 20161
DEERE & CO 110.03%0.03%0.03%Q2 2013Q2 20131
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
Baldrige Asset Management LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Connor, Clark & Lunn Investment Management Ltd. 110.00%0.00%0.00%Q2 2018Q2 20181
Capital Bank & Trust Co 110.00%0.00%0.00%Q4 2019Q4 20191
Whitnell & Co. 110.00%0.00%0.00%Q1 2018Q1 20181
Illinois Municipal Retirement Fund 110.01%0.01%0.01%Q3 2020Q3 20201
COMERICA SECURITIES,INC. 110.00%0.00%0.00%Q4 2022Q4 20221
Brookstone Capital Management 110.00%0.00%0.00%Q2 2015Q2 20151
Santa Fe Partners LLC 110.06%0.06%0.06%Q2 2013Q2 20131
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
HANCOCK WHITNEY CORP 110.01%0.01%0.01%Q1 2020Q1 20201
Rubric Capital Management LP 111.45%1.45%1.45%Q3 2020Q3 20201
Tuttle Capital Management, LLC 110.22%0.22%0.22%Q3 2019Q3 20191
Ironwood Financial, llc 110.00%0.00%0.00%Q4 2014Q4 20141
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CREATIVE FINANCIAL DESIGNS INC /ADV 110.00%0.00%0.00%Q3 2018Q3 20181
FIRST HORIZON CORP 110.05%0.05%0.05%Q2 2013Q2 20131
CIBC Private Wealth Group, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
FRED ALGER MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Invictus RG 110.00%0.00%0.00%Q2 2016Q2 20161
Signition LP 110.17%0.17%0.17%Q2 2018Q2 20181
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Canton Hathaway, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Voya Financial Advisors, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
Corient Capital Partners, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
SALEM INVESTMENT COUNSELORS INC 110.00%0.00%0.00%Q2 2020Q2 20201
CREDIT AGRICOLE S A 110.00%0.00%0.00%Q2 2013Q2 20131
Rise Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Orion Capital Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Tyler-Stone Wealth Management 110.00%0.00%0.00%Q4 2021Q4 20211
Legacy Wealth Management, Inc 110.00%0.00%0.00%Q4 2016Q4 20161
MOODY NATIONAL BANK TRUST DIVISION 110.00%0.00%0.00%Q1 2019Q1 20191
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Pictet Asset Management Holding SA 110.00%0.00%0.00%Q3 2023Q3 20231
MONETA GROUP INVESTMENT ADVISORS LLC 110.02%0.02%0.02%Q4 2017Q4 20171
Nexus Asset Management LLC 112.98%2.98%2.98%Q4 2013Q4 20131
KOCH INDUSTRIES INC 110.04%0.04%0.04%Q1 2018Q1 20181
Lloyd Advisory Services, LLC. 110.00%0.00%0.00%Q1 2022Q1 20221
Csenge Advisory Group 110.00%0.00%0.00%Q3 2018Q3 20181
Financial Gravity Companies, Inc. 110.00%0.00%0.00%Q4 2017Q4 20171
HARBOR CAPITAL ADVISORS, INC. 110.00%0.00%0.00%Q2 2023Q2 20231
StoneX Group Inc. 110.23%0.23%0.23%Q2 2017Q2 20171
Dorsey & Whitney Trust CO LLC 110.02%0.02%0.02%Q3 2023Q3 20231
VitalStone Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Winslow, Evans & Crocker, Inc. 110.15%0.15%0.15%Q4 2014Q4 20141
SRS Capital Advisors, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Alan B Lancz & Associates, Inc. 110.29%0.29%0.29%Q4 2021Q4 20211
Vestcor Inc 110.13%0.13%0.13%Q1 2022Q1 20221
Castleview Partners, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Greenland Capital Management LP 110.21%0.21%0.21%Q3 2023Q3 20231
FNY Investment Advisers, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Vulcan Value Partners, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
MAPLE SECURITIES USA INC 110.04%0.04%0.04%Q3 2013Q3 20131
JACKSON SQUARE CAPITAL, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Santori & Peters, Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
McAdam, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
WEXFORD CAPITAL LP 110.34%0.34%0.34%Q2 2013Q2 20131
Investment Research & Advisory Group, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
SPIRIT OF AMERICA MANAGEMENT CORP/NY 110.01%0.01%0.01%Q3 2023Q3 20231
Maven Securities LTD 110.23%0.23%0.23%Q1 2019Q1 20191
Next Capital Management LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Claraphi Advisory Network, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Ten Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Mascoma Wealth Management LLC 110.00%0.00%0.00%Q1 2023Q1 20231
CIBC WORLD MARKETS CORP 110.02%0.02%0.02%Q4 2019Q4 20191
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Icon Wealth Partners, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
PRW Wealth Management LLC 110.00%0.00%0.00%Q1 2019Q1 20191
CAPSTONE INVESTMENT ADVISORS, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Pinnacle Wealth Planning Services, Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q4 20221
QRG CAPITAL MANAGEMENT, INC. 110.03%0.03%0.03%Q3 2023Q3 20231
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Quent Capital, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Voleon Capital Management LP 110.07%0.07%0.07%Q4 2019Q4 20191
Roble, Belko & Company, Inc 110.01%0.01%0.01%Q3 2016Q3 20161
Petrus Trust Company, LTA 110.03%0.03%0.03%Q2 2020Q2 20201
Manteio Capital LLC 1115.62%15.62%15.62%Q2 2022Q2 20221
USCA RIA LLC 110.03%0.03%0.03%Q1 2020Q1 20201
Cannon Global Investment Management, LLC 110.78%0.78%0.78%Q3 2021Q3 20211
Enlightenment Research, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
PACES FERRY WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Chiron Investment Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Guidance Point Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Ausdal Financial Partners, Inc. 110.01%0.01%0.01%Q4 2015Q4 20151
Kingsview Wealth Management, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Clearstead Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Yaupon Capital Management LP 111.30%1.30%1.30%Q1 2022Q1 20221
Pendal Group Ltd 110.01%0.01%0.01%Q3 2020Q3 20201
GYL FINANCIAL SYNERGIES, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
OFI Advisors LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Argent Advisors, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
LOEB PARTNERS CORP 110.01%0.01%0.01%Q4 2018Q4 20181
ARMSTRONG ADVISORY GROUP, INC 110.00%0.00%0.00%Q3 2023Q3 20231
HAP Trading, LLC 110.02%0.02%0.02%Q2 2013Q2 20131
Laurion Capital Management LP 110.01%0.01%0.01%Q3 2020Q3 20201
Jane Street Holding, LLC 110.03%0.03%0.03%Q2 2013Q2 20131
Confluence Wealth Services, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
CYPRESS CAPITAL MANAGEMENT LLC 110.10%0.10%0.10%Q4 2014Q4 20141
V-Square Quantitative Management LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Alpine Global Management, LLC 110.02%0.02%0.02%Q2 2015Q2 20151
CHILDRESS CAPITAL ADVISORS, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Delaney Dennis R 110.44%0.44%0.44%Q2 2016Q2 20161
Delpha Capital Management, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Bedel Financial Consulting, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
HEADINVEST, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
WESTPAC BANKING CORP 110.00%0.00%0.00%Q2 2013Q2 20131
Advocacy Wealth Management Services, LLC 110.02%0.02%0.02%Q1 2016Q1 20161
Karp Capital Management Corp 110.02%0.02%0.02%Q1 2017Q1 20171
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q4 2022Q4 20221
R&F Capital Advisors LP 110.14%0.14%0.14%Q4 2016Q4 20161
Heritage Financial Services, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Summit Trail Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Hotaling Investment Management, LLC 110.09%0.09%0.09%Q4 2022Q4 20221
Crewe Advisors LLC 110.01%0.01%0.01%Q1 2018Q1 20181
Spectrum Management Group, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Amalgamated Financial Corp. 110.01%0.01%0.01%Q1 2022Q1 20221
ARROW FINANCIAL CORP 110.00%0.00%0.00%Q4 2015Q4 20151
GLG INC. 110.01%0.01%0.01%Q2 2013Q2 20131
Baystate Wealth Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
External links

This page lists all the filers that currently own PORTLAND GEN ELEC CO or have owned PORTLAND GEN ELEC CO in the past.