PRIMERICA INC shareholder history

Current and past PRIMERICA INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Citadel Advisors 3630.00%0.00%0.07%Q2 2013Q3 202389
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.00%0.00%Q2 2013Q3 202387
GOLDMAN SACHS GROUP INC 4240.00%0.01%0.03%Q1 2012Q3 202347
D. E. Shaw & Co., Inc. 2330.00%0.01%0.07%Q2 2013Q3 202345
AQR Capital Management 4210.00%0.01%0.04%Q4 2012Q3 202343
CREDIT SUISSE AG/ 43430.00%0.00%0.01%Q1 2013Q3 202343
SECURIAN ASSET MANAGEMENT, INC 43430.01%0.01%0.02%Q1 2013Q3 202343
Retirement Systems of Alabama 43430.01%0.03%0.05%Q1 2013Q3 202343
TEXAS PERMANENT SCHOOL FUND CORP 43430.02%0.04%0.06%Q1 2013Q3 202343
BARCLAYS PLC 42420.00%0.00%0.01%Q2 2013Q3 202343
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 43430.01%0.01%0.02%Q1 2013Q3 202343
VOYA INVESTMENT MANAGEMENT LLC 42420.00%0.04%0.14%Q2 2013Q3 202342
ACADEMY CAPITAL MANAGEMENT INC/TX 42420.56%2.01%5.82%Q2 2013Q3 202342
Swiss National Bank 42420.01%0.01%0.01%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.01%0.02%0.03%Q2 2013Q3 202342
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 42420.01%0.01%0.02%Q2 2013Q3 202342
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 42420.00%0.01%0.03%Q2 2013Q3 202342
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 42420.00%0.01%0.02%Q2 2013Q3 202342
RHUMBLINE ADVISERS 42420.01%0.02%0.03%Q2 2013Q3 202342
UBS ASSET MANAGEMENT AMERICAS INC 42420.00%0.01%0.02%Q2 2013Q3 202342
MACQUARIE GROUP LTD 42420.01%0.04%0.13%Q2 2013Q3 202342
BAMCO INC /NY/ 42420.62%0.92%1.30%Q2 2013Q3 202342
GREAT WEST LIFE ASSURANCE CO /CAN/ 42420.00%0.02%0.07%Q2 2013Q3 202342
AMERICAN INTERNATIONAL GROUP, INC. 42420.02%0.04%0.07%Q2 2013Q3 202342
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 42420.03%0.09%0.14%Q2 2013Q3 202342
NEW YORK STATE COMMON RETIREMENT FUND 42420.00%0.01%0.03%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
VANGUARD GROUP INC 42420.01%0.02%0.02%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.00%0.01%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.01%0.02%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.01%Q2 2013Q3 202342
Brave Warrior Advisors 42423.28%7.20%11.46%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.01%0.02%0.03%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.03%0.04%0.06%Q2 2013Q3 202342
ALLIANCEBERNSTEIN L.P. 42420.00%0.01%0.01%Q2 2013Q3 202342
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42420.01%0.02%0.04%Q2 2013Q3 202342
Burgundy Asset Management Ltd. 42420.82%1.49%2.99%Q2 2013Q3 202342
FMR LLC 42420.01%0.03%0.05%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.00%0.01%0.01%Q2 2013Q3 202342
ProShare Advisors LLC 42420.00%0.01%0.05%Q2 2013Q3 202342
GEODE CAPITAL MANAGEMENT, LLC 42420.01%0.01%0.02%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.00%0.01%Q2 2013Q3 202342
BlackRock Inc. 42420.00%0.01%0.03%Q2 2013Q3 202342
Legal & General Group Plc 42420.00%0.00%0.01%Q2 2013Q3 202342
STATE STREET CORP 42420.01%0.01%0.01%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
STATE OF MICHIGAN RETIREMENT SYSTEM 42420.01%0.01%0.02%Q2 2013Q3 202342
NORGES BANK 4020.01%0.01%0.02%Q2 2012Q4 202242
PRINCIPAL FINANCIAL GROUP INC 42420.01%0.02%0.03%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.01%0.04%Q2 2013Q3 202342
FEDERATED HERMES, INC. 42420.00%0.01%0.05%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.01%0.02%0.03%Q2 2013Q3 202342
PRUDENTIAL FINANCIAL INC 42420.00%0.00%0.01%Q2 2013Q3 202342
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 42420.02%0.02%0.03%Q2 2013Q3 202342
SHELTON CAPITAL MANAGEMENT 41410.01%0.02%0.04%Q3 2013Q3 202341
DEUTSCHE BANK AG\ 41410.00%0.00%0.02%Q3 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.00%Q2 2013Q3 202341
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 41410.00%0.01%0.01%Q3 2013Q3 202341
Ameritas Investment Partners, Inc. 41410.03%0.06%0.09%Q3 2013Q3 202341
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 3650.00%0.01%0.02%Q2 2013Q3 202341
Arizona State Retirement System 3380.01%0.02%0.04%Q1 2013Q3 202341
ENVESTNET ASSET MANAGEMENT INC 21200.00%0.00%0.01%Q2 2013Q3 202341
COMERICA BANK 3920.00%0.02%0.03%Q2 2013Q3 202341
BNP PARIBAS FINANCIAL MARKETS 3560.00%0.00%0.02%Q2 2013Q3 202341
Quantum Capital Management, LLC / NJ 41411.57%5.86%8.38%Q3 2013Q3 202341
PNC FINANCIAL SERVICES GROUP, INC. 3920.00%0.00%0.00%Q2 2013Q3 202341
CONNABLE OFFICE INC 40400.05%0.08%0.16%Q4 2013Q3 202340
FIRST TRUST ADVISORS LP 3910.00%0.01%0.02%Q2 2013Q3 202340
HUNTINGTON NATIONAL BANK 2360.00%0.00%0.01%Q3 2012Q3 202340
Louisiana State Employees Retirement System 40400.03%0.04%0.07%Q4 2013Q3 202340
PANAGORA ASSET MANAGEMENT INC 3550.00%0.01%0.05%Q2 2013Q3 202340
PEAK6 Investments LLC 1230.00%0.00%0.02%Q3 2018Q3 202340
PRICE T ROWE ASSOCIATES INC /MD/ 40400.00%0.01%0.01%Q4 2013Q3 202340
VICTORY CAPITAL MANAGEMENT INC 3460.00%0.12%0.33%Q3 2013Q3 202340
SG Americas Securities, LLC 1790.00%0.01%0.04%Q2 2013Q3 202340
BECKER CAPITAL MANAGEMENT INC 3090.01%0.07%0.45%Q2 2013Q3 202339
THRIVENT FINANCIAL FOR LUTHERANS 39390.00%0.07%0.13%Q1 2014Q3 202339
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 39390.44%2.23%3.02%Q1 2014Q3 202339
Nuveen Asset Management, LLC 23160.00%0.01%0.02%Q2 2013Q3 202339
US BANCORP \DE\ 3080.00%0.00%0.00%Q1 2014Q3 202338
STIFEL FINANCIAL CORP 38380.01%0.02%0.03%Q2 2014Q3 202338
Tower Research Capital LLC (TRC) 3220.00%0.02%0.08%Q3 2013Q3 202338
SHELL ASSET MANAGEMENT CO 3110.02%0.03%0.05%Q2 2013Q3 202338
State of New Jersey Common Pension Fund D 38380.01%0.07%0.16%Q2 2014Q3 202338
REGIONS FINANCIAL CORP 38380.01%0.04%0.08%Q2 2014Q3 202338
PROFUND ADVISORS LLC 2730.01%0.02%0.03%Q2 2013Q2 202338
AGF INVESTMENTS INC. 38380.24%0.60%0.94%Q2 2013Q3 202238
Dana Investment Advisors, Inc. 38380.01%0.08%0.14%Q2 2014Q3 202338
TRUIST FINANCIAL CORP 37370.01%0.01%0.01%Q3 2014Q3 202337
State of Tennessee, Treasury Department 3070.01%0.03%0.07%Q3 2013Q3 202337
ROCKY MOUNTAIN ADVISERS, LLC 37370.00%0.01%0.02%Q3 2014Q3 202337
SEI INVESTMENTS CO 36360.00%0.01%0.03%Q4 2014Q3 202336
HANCOCK WHITNEY CORP 36360.04%0.33%0.61%Q2 2013Q1 202236
MILLENNIUM MANAGEMENT LLC 1820.00%0.02%0.06%Q4 2013Q3 202336
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
TEACHER RETIREMENT SYSTEM OF TEXAS 2210.00%0.00%0.02%Q2 2013Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.00%0.01%0.02%Q2 2013Q1 202236
TCI Wealth Advisors, Inc. 2880.01%0.01%0.02%Q1 2014Q1 202336
BOKF, NA 2520.00%0.02%0.03%Q2 2014Q3 202336
STRS OHIO 3210.00%0.00%0.01%Q2 2013Q3 202336
LOS ANGELES CAPITAL MANAGEMENT LLC 1920.00%0.01%0.07%Q2 2013Q3 202336
D.A. DAVIDSON & CO. 1710.00%0.00%0.01%Q1 2014Q3 202336
METROPOLITAN LIFE INSURANCE CO/NY 35350.02%0.03%0.07%Q2 2013Q4 202135
Zurcher Kantonalbank (Zurich Cantonalbank) 35350.00%0.00%0.01%Q1 2015Q3 202335
FIRST MERCANTILE TRUST CO 34340.00%0.02%0.06%Q2 2013Q3 202134
PROSPECTOR PARTNERS LLC 34340.33%1.54%2.31%Q2 2015Q3 202334
AMALGAMATED BANK 34340.01%0.03%0.05%Q2 2015Q3 202334
WESBANCO BANK INC 2440.01%0.02%0.04%Q4 2014Q3 202334
Walthausen & Co., LLC 20140.43%1.57%2.39%Q2 2013Q4 202134
Robeco Institutional Asset Management B.V. 1720.01%0.02%0.03%Q2 2013Q3 202333
FIRST MANHATTAN CO. LLC. 33330.00%0.00%0.00%Q3 2015Q3 202333
RAYMOND JAMES & ASSOCIATES 3210.00%0.02%0.03%Q1 2014Q3 202333
M&T BANK CORP 2540.00%0.00%0.00%Q3 2014Q3 202333
Versant Capital Management, Inc 33330.00%0.00%0.00%Q4 2015Q4 202333
GUGGENHEIM CAPITAL LLC 2610.00%0.01%0.03%Q2 2013Q2 202233
BROWN ADVISORY INC 32320.01%0.10%0.20%Q4 2015Q3 202332
BLAIR WILLIAM & CO/IL 2220.00%0.00%0.01%Q2 2014Q3 202332
HSBC HOLDINGS PLC 2820.00%0.00%0.00%Q2 2015Q3 202331
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1510.00%0.00%0.03%Q2 2013Q3 202331
Walleye Trading LLC 410.00%0.00%0.01%Q3 2015Q3 202331
J.P. Morgan Private Wealth Advisors LLC 31310.00%0.01%0.02%Q1 2016Q3 202331
Aperio Group, LLC 31310.01%0.01%0.03%Q2 2013Q4 202031
MASON STREET ADVISORS, LLC 31310.01%0.04%0.06%Q2 2013Q4 202031
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 31310.01%0.02%0.04%Q1 2016Q3 202331
NISA INVESTMENT ADVISORS, LLC 31310.01%0.01%0.01%Q1 2016Q3 202331
QUADRANT CAPITAL GROUP LLC 30300.00%0.00%0.01%Q2 2016Q3 202330
PITCAIRN CO 2510.02%0.03%0.04%Q4 2014Q3 202330
INTRUST BANK NA 2820.04%0.09%0.30%Q2 2015Q3 202330
FARMERS & MERCHANTS INVESTMENTS INC 2550.00%0.00%0.00%Q1 2016Q3 202330
Cutler Group LLC / CA 1620.00%0.00%0.03%Q4 2015Q2 202029
Janney Montgomery Scott LLC 29290.00%0.01%0.04%Q3 2016Q3 202329
ELCO Management Co., LLC 29290.08%0.34%0.57%Q3 2016Q3 202329
TUDOR INVESTMENT CORP ET AL 1510.01%0.05%0.15%Q1 2015Q4 202229
SCHRODER INVESTMENT MANAGEMENT GROUP 740.00%0.02%0.08%Q2 2013Q3 202329
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 29290.00%0.00%0.01%Q3 2016Q3 202329
Neuberger Berman Group LLC 2450.00%0.00%0.01%Q2 2016Q3 202329
CENTRAL TRUST Co 29290.00%0.00%0.01%Q3 2014Q3 202129
1832 Asset Management L.P. 28280.00%0.00%0.00%Q4 2016Q3 202328
SIGNATUREFD, LLC 2350.00%0.00%0.01%Q3 2015Q3 202328
EULAV Asset Management 28280.04%0.10%0.32%Q4 2016Q3 202328
IFP Advisors, Inc 1410.00%0.00%0.01%Q4 2015Q3 202328
NATIXIS ADVISORS, L.P. 28280.03%0.07%0.10%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.00%0.00%0.00%Q4 2016Q3 202328
Russell Investments Group, Ltd. 28280.00%0.01%0.02%Q4 2016Q3 202328
GREAT LAKES ADVISORS, LLC 2310.01%0.04%0.49%Q3 2015Q3 202328
LOGAN CAPITAL MANAGEMENT INC 28280.02%0.39%0.51%Q4 2016Q3 202328
BBVA USA Bancshares, Inc. 27270.02%0.07%0.13%Q3 2014Q1 202127
Brandywine Global Investment Management, LLC 2120.01%0.06%0.10%Q2 2013Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.00%Q2 2013Q4 201927
OPPENHEIMER ASSET MANAGEMENT INC. 27270.00%0.01%0.01%Q1 2017Q3 202327
FDx Advisors, Inc. 2220.01%0.04%0.09%Q2 2013Q3 202026
C M BIDWELL & ASSOCIATES LTD 26260.00%0.01%0.02%Q2 2017Q3 202326
ASSETMARK, INC 1710.00%0.00%0.00%Q3 2016Q3 202326
Municipal Employees' Retirement System of Michigan 2060.02%0.06%0.08%Q3 2013Q1 202026
Steward Partners Investment Advisory, LLC 1880.00%0.00%0.00%Q4 2016Q3 202326
CWM, LLC 1260.00%0.00%0.00%Q3 2016Q3 202326
Cubist Systematic Strategies, LLC 910.00%0.03%0.08%Q4 2014Q1 202326
Geneos Wealth Management Inc. 26260.00%0.00%0.00%Q1 2016Q2 202226
Crossmark Global Holdings, Inc. 2510.01%0.02%0.02%Q3 2016Q3 202326
EP Wealth Advisors, LLC 1340.01%0.02%0.04%Q1 2017Q3 202325
FULLER & THALER ASSET MANAGEMENT, INC. 25250.00%0.27%0.54%Q3 2017Q3 202325
Phocas Financial Corp. 2230.25%0.71%1.02%Q2 2013Q1 202225
Gemmer Asset Management LLC 25250.00%0.00%0.00%Q1 2016Q1 202225
World Asset Management Inc 840.01%0.01%0.03%Q2 2013Q3 202125
Parkwood LLC 1640.27%0.95%1.85%Q1 2016Q3 202325
NJ State Employees Deferred Compensation Plan 25250.09%0.12%0.16%Q3 2017Q3 202325
TEACHERS ADVISORS, LLC 24240.01%0.01%0.03%Q2 2013Q1 201924
HighTower Advisors, LLC 1910.00%0.01%0.02%Q2 2015Q3 202324
PEAK6 Group LLC 610.00%0.01%0.03%Q4 2013Q1 201824
LS Investment Advisors, LLC 24240.01%0.02%0.03%Q2 2015Q1 202124
Advisory Services Network, LLC 1310.00%0.00%0.00%Q4 2013Q1 202324
JANE STREET GROUP, LLC 810.00%0.00%0.02%Q2 2014Q3 202324
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 24240.00%0.01%0.14%Q4 2017Q3 202324
TIAA CREF INVESTMENT MANAGEMENT LLC 24240.01%0.01%0.01%Q2 2013Q1 201924
MetLife Investment Management, LLC 24240.02%0.04%0.06%Q4 2017Q3 202324
UNITED SERVICES AUTOMOBILE ASSOCIATION 14100.00%0.02%0.04%Q2 2013Q2 201924
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 24240.04%0.05%0.06%Q4 2017Q3 202324
WOLVERINE TRADING, LLC 510.00%0.00%0.01%Q3 2016Q2 202324
Avior Wealth Management, LLC 24240.06%0.10%0.19%Q4 2017Q3 202324
Allianz Asset Management GmbH 1220.00%0.01%0.06%Q4 2013Q3 202323
LPL Financial LLC 23230.00%0.00%0.00%Q1 2018Q3 202323
WELLINGTON MANAGEMENT GROUP LLP 2010.00%0.02%0.05%Q2 2013Q3 202323
AMERICAN CENTURY COMPANIES INC 1410.00%0.01%0.02%Q2 2013Q3 202323
Advisors Asset Management, Inc. 1580.00%0.00%0.00%Q2 2013Q3 202123
Squarepoint Ops LLC 1510.00%0.02%0.09%Q1 2015Q3 202323
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 23230.00%0.00%0.00%Q1 2018Q3 202323
NewEdge Advisors, LLC 1940.00%0.08%0.20%Q3 2017Q3 202323
CANTILLON CAPITAL MANAGEMENT LLC 23230.74%1.05%1.27%Q2 2016Q4 202123
Man Group plc 1660.00%0.05%0.14%Q1 2018Q3 202322
ETRADE Capital Management LLC 1930.01%0.04%0.06%Q2 2014Q3 202022
Fiera Capital Corp 1610.00%0.03%0.06%Q2 2013Q4 202022
CORNERCAP INVESTMENT COUNSEL INC 1110.06%0.12%0.17%Q2 2013Q3 202222
ROYAL LONDON ASSET MANAGEMENT LTD 22220.01%0.11%0.16%Q2 2018Q3 202322
Paloma Partners Management Co 910.01%0.04%0.25%Q2 2014Q1 202122
Liberty Mutual Group Asset Management Inc. 22220.02%0.04%0.07%Q2 2013Q3 201822
BB&T SECURITIES, LLC 22220.01%0.01%0.02%Q2 2014Q3 201922
DUPONT CAPITAL MANAGEMENT CORP 21210.05%0.11%0.18%Q2 2018Q2 202321
Creative Planning 810.00%0.00%0.00%Q3 2014Q3 202321
BRANT POINT INVESTMENT MANAGEMENT LLC 1250.07%0.55%1.38%Q4 2016Q3 202121
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 21210.01%0.03%0.05%Q2 2013Q2 201821
SYMPHONY ASSET MANAGEMENT LLC 11100.04%0.09%0.18%Q2 2013Q4 201921
VIRGINIA RETIREMENT SYSTEMS ET AL 930.00%0.01%0.03%Q2 2016Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
LAZARD ASSET MANAGEMENT LLC 1210.00%0.01%0.02%Q1 2015Q3 202321
American Portfolios Advisors 20200.01%0.02%0.02%Q4 2017Q3 202220
QS Investors, LLC 1910.01%0.02%0.03%Q1 2014Q1 202120
First Horizon Advisors, Inc. 1110.00%0.00%0.00%Q2 2014Q3 202320
Riverview Trust Co 20200.06%0.10%0.15%Q4 2018Q3 202320
SUNTRUST BANKS INC 1040.00%0.01%0.02%Q2 2013Q3 201920
Private Capital Group, LLC 19190.01%0.01%0.02%Q4 2017Q2 202219
FIRST CITIZENS BANK & TRUST CO 1090.01%0.03%0.06%Q3 2017Q2 202219
TD ASSET MANAGEMENT INC 920.00%0.00%0.01%Q4 2016Q3 202219
Ruane, Cunniff & Goldfarb 19190.63%1.16%2.06%Q2 2013Q4 201719
Penn Capital Management Company, LLC 1540.13%0.28%0.74%Q2 2015Q3 202319
ACADIAN ASSET MANAGEMENT LLC 1720.00%0.01%0.04%Q4 2017Q1 202319
Weaver C. Barksdale & Associates, Inc. 19190.00%0.01%0.01%Q2 2013Q4 201719
Quantbot Technologies LP 610.00%0.02%0.10%Q4 2013Q2 202219
WCM INVESTMENT MANAGEMENT, LLC 19190.01%0.03%0.06%Q1 2019Q3 202319
Pacer Advisors, Inc. 710.00%0.03%0.08%Q1 2017Q3 202319
PhiloSmith Capital Corp 19194.86%7.29%8.12%Q4 2016Q2 202119
BALYASNY ASSET MANAGEMENT L.P. 1020.00%0.02%0.05%Q3 2015Q2 202319
Nationwide Fund Advisors 18180.02%0.03%0.04%Q2 2013Q3 201718
TWO SIGMA ADVISERS, LP 810.00%0.01%0.06%Q4 2013Q1 202118
Rockefeller Capital Management L.P. 1440.00%0.00%0.00%Q2 2018Q4 202218
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 810.00%0.00%0.00%Q1 2016Q2 202318
BARINGS LLC 18180.01%0.01%0.01%Q4 2013Q1 201818
AdvisorNet Financial, Inc 1510.00%0.01%0.02%Q4 2017Q1 202318
STATE OF WISCONSIN INVESTMENT BOARD 18180.00%0.01%0.02%Q2 2019Q3 202318
Financial Management Professionals, Inc. 1080.00%0.00%0.01%Q3 2016Q3 202318
Smithfield Trust Co 18180.00%0.00%0.01%Q2 2019Q3 202318
Treasurer of the State of North Carolina 18180.01%0.01%0.02%Q2 2019Q3 202318
Voya Financial Advisors, Inc. 17170.01%0.03%0.04%Q4 2017Q4 202117
Renaissance Technologies 410.00%0.01%0.04%Q2 2013Q4 202017
Sheaff Brock Investment Advisors, LLC 1610.02%0.10%0.14%Q4 2016Q3 202117
RIVERHEAD CAPITAL MANAGEMENT LLC 17170.00%0.01%0.02%Q3 2015Q3 201917
Employees Retirement System of Texas 17170.01%0.01%0.02%Q1 2018Q1 202217
NumerixS Investment Technologies Inc 810.00%0.05%0.19%Q1 2015Q2 202017
BENJAMIN F. EDWARDS & COMPANY, INC. 1430.00%0.00%0.00%Q3 2015Q4 201917
Vestmark Advisory Solutions, Inc. 1130.11%0.15%0.30%Q1 2019Q3 202317
Mitsubishi UFJ Trust & Banking Corp 17170.00%0.00%0.00%Q3 2019Q3 202317
NEW AMSTERDAM PARTNERS LLC/NY 17170.78%1.57%3.36%Q2 2013Q2 201717
BW Gestao de Investimentos Ltda. 17170.14%0.30%0.60%Q4 2015Q4 201917
WINTON GROUP Ltd 730.01%0.05%0.17%Q2 2014Q2 202117
KBC Group NV 1250.00%0.01%0.02%Q3 2016Q4 202217
State of Alaska, Department of Revenue 17170.01%0.04%0.08%Q3 2019Q3 202317
Ensign Peak Advisors, Inc 16160.00%0.01%0.01%Q4 2019Q3 202316
Marks Group Wealth Management, Inc 16160.56%0.85%1.05%Q4 2019Q3 202316
PATHSTONE FAMILY OFFICE, LLC 1240.01%0.10%0.27%Q2 2019Q3 202316
Northwest Bancshares, Inc. 16160.06%0.10%0.15%Q4 2017Q3 202116
MAVERICK CAPITAL LTD 830.00%0.03%0.08%Q2 2017Q3 202316
BESSEMER GROUP INC 610.00%0.01%0.02%Q4 2014Q3 202316
MASSMUTUAL TRUST CO FSB/ADV 810.00%0.00%0.00%Q1 2016Q4 202316
BTC Capital Management, Inc. 830.03%0.05%0.07%Q2 2019Q3 202315
Gotham Asset Management, LLC 1010.00%0.01%0.05%Q1 2016Q3 202315
Harvest Fund Management Co., Ltd 1230.00%0.01%0.03%Q4 2018Q3 202315
Clark Capital Management Group, Inc. 910.02%0.33%0.75%Q4 2013Q1 201815
BlackRock Investment Management, LLC 15150.02%0.02%0.02%Q2 2013Q4 201615
BlackRock Institutional Trust Company, N.A. 15150.01%0.01%0.02%Q2 2013Q4 201615
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
Financial Architects, Inc 15150.00%0.00%0.01%Q4 2016Q2 202015
LSV ASSET MANAGEMENT 960.01%0.04%0.10%Q2 2013Q3 201715
BlackRock Fund Advisors 15150.02%0.03%0.04%Q2 2013Q4 201615
AlphaCrest Capital Management LLC 15150.01%0.05%0.13%Q4 2018Q2 202215
BLACKROCK ADVISORS LLC 15150.00%0.00%0.02%Q2 2013Q4 201615
Cresset Asset Management, LLC 15150.00%0.03%0.17%Q1 2019Q3 202215
BlackRock Group LTD 15150.00%0.00%0.00%Q2 2013Q4 201615
Zions Bancorporation, N.A. 15150.00%0.00%0.02%Q4 2018Q2 202215
XPONANCE, INC. 14140.01%0.01%0.02%Q2 2020Q3 202314
SIMPLEX TRADING, LLC 410.00%0.00%0.01%Q1 2015Q3 202314
Intercontinental Wealth Advisors, LLC 14140.25%0.30%0.40%Q1 2020Q2 202314
SMITH ASSET MANAGEMENT GROUP LP 1040.01%0.13%0.29%Q3 2016Q1 202114
Holocene Advisors, LP 810.00%0.01%0.02%Q4 2017Q4 202214
OLD NATIONAL BANCORP /IN/ 14140.02%0.04%0.06%Q1 2014Q2 201714
NORDEA INVESTMENT MANAGEMENT AB 14140.00%0.00%0.01%Q3 2015Q4 201814
Utah Retirement Systems 1220.00%0.00%0.01%Q3 2019Q3 202314
OppenheimerFunds, Inc. 14140.00%0.02%0.05%Q4 2015Q1 201914
CHICAGO EQUITY PARTNERS LLC 1040.02%0.10%0.26%Q1 2016Q3 201914
Engineers Gate Manager LP 310.02%0.11%0.39%Q1 2015Q3 202314
CAPTRUST FINANCIAL ADVISORS 1310.00%0.00%0.00%Q2 2018Q3 202314
CAROLINAS WEALTH CONSULTING LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
FIL Ltd 14140.03%0.06%0.07%Q3 2019Q4 202214
Wealth Alliance 950.04%0.08%0.18%Q1 2020Q3 202314
EATON VANCE MANAGEMENT 14140.00%0.00%0.01%Q2 2019Q3 202214
Handelsbanken Fonder AB 14140.01%0.01%0.01%Q2 2020Q3 202314
Aptus Capital Advisors, LLC 14140.02%0.05%0.10%Q2 2020Q3 202314
I.G. INVESTMENT MANAGEMENT, LTD. 14140.03%0.03%0.04%Q2 2013Q3 201614
Trexquant Investment LP 410.01%0.06%0.19%Q4 2014Q4 202213
Schonfeld Strategic Advisors LLC 610.00%0.02%0.13%Q2 2018Q2 202313
KEYBANK NATIONAL ASSOCIATION/OH 940.00%0.01%0.05%Q4 2012Q2 202313
Convergence Investment Partners, LLC 760.05%0.31%0.57%Q1 2016Q2 201913
Sterling Capital Management LLC 940.01%0.01%0.02%Q1 2014Q2 201713
Lindbrook Capital, LLC 940.00%0.00%0.00%Q2 2020Q3 202313
Illinois Municipal Retirement Fund 13130.01%0.02%0.02%Q3 2020Q3 202313
VOLORIDGE INVESTMENT MANAGEMENT, LLC 710.01%0.03%0.08%Q4 2016Q1 202313
PZENA INVESTMENT MANAGEMENT LLC 13130.04%0.17%0.27%Q2 2013Q2 201613
CNA FINANCIAL CORP 13130.06%0.17%0.26%Q2 2013Q2 201613
FIDUCIARY MANAGEMENT INC /WI/ 13130.17%0.68%1.32%Q3 2020Q3 202313
WESTFIELD CAPITAL MANAGEMENT CO LP 850.11%0.22%0.30%Q1 2020Q3 202313
CI INVESTMENTS INC. 13130.00%0.00%0.00%Q3 2020Q3 202313
Rafferty Asset Management, LLC 910.01%0.02%0.09%Q3 2016Q2 202213
Cordasco Financial Network 13130.01%0.01%0.01%Q2 2019Q2 202213
First Bank & Trust 13130.00%0.00%0.00%Q2 2019Q2 202213
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.02%0.02%0.02%Q3 2020Q3 202313
TWO SIGMA INVESTMENTS, LP 410.00%0.01%0.06%Q4 2013Q2 202212
A.R.T. Advisors, LLC 310.01%0.04%0.11%Q2 2013Q4 201912
AHL Partners LLP 12120.01%0.14%0.37%Q1 2015Q4 201712
Elkfork Partners LLC 12120.01%0.02%0.03%Q4 2016Q3 201912
Glen Harbor Capital Management LLC 12120.01%0.01%0.02%Q4 2016Q3 201912
Ellevest, Inc. 12120.00%0.00%0.00%Q2 2020Q1 202312
MUFG Americas Holdings Corp 520.00%0.02%0.05%Q1 2011Q3 202212
Running Oak Capital LLC 750.20%1.69%2.29%Q4 2019Q3 202312
NewEdge Wealth, LLC 12120.08%0.15%0.33%Q4 2020Q3 202312
BRINKER CAPITAL INC 12120.03%0.04%0.04%Q3 2017Q2 202012
Curated Wealth Partners LLC 12120.14%0.23%0.38%Q4 2020Q3 202312
SkyView Investment Advisors, LLC 12120.00%0.16%0.44%Q4 2020Q3 202312
Krilogy Financial LLC 1110.01%0.01%0.03%Q3 2015Q3 201812
COMMONWEALTH EQUITY SERVICES, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
HM PAYSON & CO 420.00%0.01%0.02%Q2 2019Q3 202312
RUSSELL FRANK CO/ 12120.00%0.00%0.00%Q2 2013Q1 201612
Flinton Capital Management LLC 12120.00%0.01%0.02%Q4 2016Q3 201912
GLENMEDE TRUST CO NA 710.00%0.01%0.07%Q1 2012Q3 202012
VAUGHAN DAVID INVESTMENTS LLC/IL 12120.01%0.51%0.96%Q4 2020Q3 202312
Meadow Creek Investment Management LLC 12120.00%0.01%0.02%Q4 2016Q3 201912
STEVENS CAPITAL MANAGEMENT LP 310.01%0.03%0.12%Q4 2013Q4 201912
COLONY GROUP LLC 1110.01%0.02%0.03%Q2 2017Q4 202012
Virtus Fund Advisers, LLC 11110.00%0.23%0.52%Q2 2014Q4 201611
OneDigital Investment Advisors LLC 530.00%0.01%0.02%Q2 2017Q3 202311
YorkBridge Wealth Partners, LLC 11110.00%0.01%0.02%Q4 2016Q2 201911
Marshall Wace North America L.P. 620.00%0.02%0.09%Q2 2017Q4 202011
Prana Capital Management, LP 410.04%0.74%3.27%Q2 2018Q4 202211
HIGH POINTE CAPITAL MANAGEMENT LLC 11110.48%0.89%1.23%Q2 2013Q4 201511
VAN ECK ASSOCIATES CORP 11110.00%0.00%0.00%Q1 2021Q3 202311
Wellington Shields Capital Management, LLC 520.02%0.03%0.07%Q3 2019Q1 202311
JACOBS LEVY EQUITY MANAGEMENT, INC 1010.01%0.15%0.24%Q2 2017Q1 202211
AMI ASSET MANAGEMENT CORP 11110.32%0.42%0.55%Q3 2019Q1 202211
Twin Tree Management, LP 310.00%0.01%0.03%Q4 2018Q4 201911
KB FINANCIAL PARTNERS, LLC 11110.10%0.20%0.28%Q1 2021Q3 202311
TRUEWEALTH LLC 11110.01%0.01%0.02%Q4 2017Q2 202011
Aurora Investment Counsel 1010.39%0.84%0.97%Q4 2017Q4 202211
JANUS HENDERSON GROUP PLC 1010.00%0.00%0.00%Q4 2020Q3 202311
MEEDER ASSET MANAGEMENT INC 830.00%0.00%0.01%Q4 2019Q3 202211
Jupiter Investment Management Ltd 11110.04%0.24%0.45%Q1 2015Q3 201711
HRT FINANCIAL LP 420.00%0.05%0.27%Q2 2019Q4 202211
OFI Advisors LLC 11110.01%0.01%0.02%Q1 2013Q3 201511
DENVER INVESTMENT ADVISORS LLC 740.52%0.64%0.85%Q2 2013Q2 201611
Gator Capital Management, LLC 550.56%0.66%0.91%Q4 2014Q4 201810
OXFORD ASSET MANAGEMENT LLP 640.01%0.04%0.09%Q2 2017Q4 201910
Maryland State Retirement & Pension System 640.01%0.01%0.02%Q1 2021Q3 202310
Raymond James Financial Services Advisors, Inc. 310.00%0.00%0.00%Q4 2017Q3 202310
Brinker Capital Investments, LLC 10100.01%0.01%0.02%Q3 2020Q4 202210
Inspire Investing, LLC 910.03%0.05%0.11%Q4 2017Q3 202310
ADVANTAGE INVESTMENT MANAGEMENT, LLC 10100.00%0.00%0.00%Q2 2017Q3 201910
FLAGSHIP HARBOR ADVISORS, LLC 10100.01%0.01%0.01%Q2 2018Q3 202010
Omnia Family Wealth, LLC 10100.00%0.00%0.00%Q4 2016Q1 201910
AGF Investments LLC 10100.00%0.00%0.01%Q4 2016Q1 201910
DAVENPORT & Co LLC 10100.01%0.01%0.01%Q2 2021Q3 202310
Mount Yale Investment Advisors, LLC 510.02%0.04%0.06%Q1 2018Q3 202310
Eagle Bay Advisors LLC 630.00%0.04%0.06%Q2 2021Q3 202310
APG Asset Management N.V. 820.00%0.01%0.04%Q3 2017Q4 202010
FIRST HAWAIIAN BANK 10100.01%0.01%0.02%Q3 2019Q4 202110
GPS Wealth Strategies Group, LLC 730.05%0.06%0.07%Q1 2021Q3 202310
Qube Research & Technologies Ltd 410.00%0.04%0.14%Q2 2018Q3 202310
CAPSTONE ASSET MANAGEMENT CO 430.01%0.01%0.01%Q2 2013Q2 201710
Xact Kapitalforvaltning AB 10100.01%0.02%0.02%Q4 2017Q1 202010
SRS Capital Advisors, Inc. 10100.00%0.00%0.00%Q2 2021Q3 202310
CANADA PENSION PLAN INVESTMENT BOARD 610.00%0.01%0.04%Q1 2013Q2 202010
AUA CAPITAL MANAGEMENT, LLC 10100.00%0.00%0.00%Q3 2020Q4 202210
Spire Wealth Management 810.00%0.00%0.00%Q1 2021Q3 20239
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 990.00%0.00%0.00%Q1 2021Q1 20239
Dynamic Technology Lab Private Ltd 110.05%0.15%0.22%Q1 2015Q3 20239
Dynamic Advisor Solutions LLC 990.03%0.07%0.10%Q2 2018Q2 20209
South Dakota Investment Council 990.01%0.01%0.02%Q2 2021Q2 20239
CIBC Asset Management Inc 610.00%0.00%0.00%Q3 2019Q2 20239
NFJ INVESTMENT GROUP, LLC 990.12%0.14%0.15%Q1 2021Q1 20239
WBI INVESTMENTS, LLC 210.05%0.18%0.52%Q4 2015Q3 20219
PhiloSmith Capital Corp 996.48%8.19%10.38%Q3 2021Q3 20239
MANAGED ACCOUNT ADVISORS LLC 990.00%0.00%0.00%Q2 2013Q2 20159
ALGERT GLOBAL LLC 540.02%0.26%0.78%Q1 2020Q3 20239
WealthTrust-Arizona, LLC 990.00%0.00%0.00%Q2 2013Q2 20159
SVB WEALTH LLC 990.25%0.29%0.34%Q3 2021Q3 20239
Granite Investment Partners, LLC 990.09%0.11%0.16%Q1 2020Q1 20229
Ifrah Financial Services, Inc. 540.06%0.08%0.09%Q1 2021Q3 20239
MARSHALL WACE, LLP 610.00%0.05%0.14%Q2 2014Q4 20209
COLDSTREAM CAPITAL MANAGEMENT INC 420.01%0.01%0.01%Q1 2021Q3 20239
Financial Gravity Asset Management, Inc. 510.00%0.01%0.09%Q1 2018Q2 20239
ExodusPoint Capital Management, LP 710.00%0.02%0.04%Q2 2019Q1 20229
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 990.98%1.17%1.32%Q1 2014Q1 20169
ALPS ADVISORS INC 410.00%0.01%0.05%Q3 2016Q3 20239
Force Capital Management LLC 991.75%3.66%6.59%Q2 2013Q2 20159
GENERAL MOTORS INVESTMENT MANAGEMENT CORP 880.02%0.03%0.03%Q2 2013Q1 20158
UMB Bank, n.a. 880.00%0.00%0.01%Q4 2021Q3 20238
Kolinsky Wealth Management, LLC 880.28%0.38%0.48%Q4 2021Q3 20238
DEAN INVESTMENT ASSOCIATES, LLC 880.58%0.64%0.68%Q2 2013Q1 20158
BOSTON PRIVATE BANK & TRUST CO 880.00%0.00%0.00%Q2 2013Q1 20158
Quantum Private Wealth, LLC 880.28%0.37%0.44%Q4 2021Q3 20238
JFS WEALTH ADVISORS, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Financial & Tax Architects, LLC 880.09%0.12%0.17%Q1 2021Q4 20228
Point72 Asset Management, L.P. 210.00%0.01%0.07%Q1 2016Q1 20238
FORTALEZA ASSET MANAGEMENT INC/ 880.16%0.70%1.45%Q3 2016Q2 20188
GSA CAPITAL PARTNERS LLP 210.01%0.04%0.09%Q1 2015Q4 20208
AXA S.A. 310.00%0.02%0.03%Q3 2019Q3 20238
Verition Fund Management LLC 210.00%0.01%0.04%Q4 2013Q3 20218
Yellowstone Partners, LLC 621.69%2.57%3.28%Q2 2015Q4 20178
B. Riley Wealth Advisors, Inc. 310.00%0.02%0.05%Q4 2014Q3 20238
CLINTON GROUP INC 880.05%0.09%0.15%Q1 2015Q4 20168
NEXT Financial Group, Inc 620.00%0.00%0.00%Q1 2016Q4 20218
NATIXIS 530.00%0.01%0.03%Q4 2016Q1 20208
Global Retirement Partners, LLC 530.00%0.00%0.00%Q4 2019Q3 20238
DIXON FNANCIAL SERVICES, INC. 880.42%0.53%0.64%Q4 2021Q3 20238
WEBSTER BANK, N. A. 880.00%0.00%0.00%Q4 2021Q3 20238
Covestor Ltd 880.01%0.02%0.03%Q4 2021Q3 20238
Virtu Financial LLC 310.02%0.04%0.08%Q4 2017Q2 20238
DREMAN VALUE MANAGEMENT, L L C 880.02%0.15%0.36%Q3 2015Q2 20178
City State Bank 880.03%0.03%0.03%Q4 2021Q3 20238
FourThought Financial, LLC 880.01%0.02%0.04%Q4 2020Q3 20228
SYNOVUS FINANCIAL CORP 880.00%0.00%0.00%Q3 2018Q2 20208
Epoch Investment Partners, Inc. 880.03%0.05%0.06%Q4 2020Q3 20228
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
OCCUDO QUANTITATIVE STRATEGIES LP 710.08%0.14%0.28%Q3 2021Q3 20238
NOMURA ASSET MANAGEMENT CO LTD 710.00%0.00%0.00%Q4 2016Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
HARVEST GROUP WEALTH MANAGEMENT, LLC 880.00%0.01%0.02%Q1 2019Q4 20208
WOLFF WIESE MAGANA LLC 880.04%0.05%0.06%Q4 2020Q3 20228
Bell Investment Advisors, Inc 620.00%0.00%0.00%Q3 2021Q3 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.03%0.04%0.04%Q4 2021Q3 20238
Dean Capital Management 881.84%2.05%2.23%Q2 2013Q1 20158
Numeric Investors LLC 710.00%0.02%0.05%Q4 2014Q4 20178
Virtu KCG Holdings LLC 310.01%0.01%0.02%Q4 2013Q1 20178
OKABENA INVESTMENT SERVICES INC 880.00%0.03%0.10%Q4 2021Q3 20238
MERITAGE PORTFOLIO MANAGEMENT 440.01%0.35%0.72%Q2 2013Q2 20228
Terra Nova Asset Management LLC 881.31%1.77%1.99%Q1 2017Q4 20188
Campbell & CO Investment Adviser LLC 210.03%0.30%1.04%Q1 2015Q3 20238
Allspring Global Investments Holdings, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Quent Capital, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
PICTET ASSET MANAGEMENT SA 880.00%0.00%0.00%Q3 2021Q2 20238
PEREGRINE CAPITAL MANAGEMENT LLC 880.20%0.25%0.30%Q3 2016Q2 20188
Rehmann Capital Advisory Group 770.01%0.01%0.01%Q1 2018Q3 20197
ROYCE & ASSOCIATES LP 770.01%0.02%0.03%Q2 2013Q4 20147
AMUNDI ASSET MANAGEMENT US, INC. 770.00%0.00%0.00%Q4 2017Q2 20197
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 410.00%0.02%0.03%Q3 2017Q2 20217
Bartlett & Co. LLC 770.00%0.00%0.00%Q2 2022Q4 20237
Kingsview Wealth Management, LLC 610.01%0.04%0.14%Q4 2021Q3 20237
CREDIT AGRICOLE S A 610.00%0.00%0.00%Q2 2014Q3 20177
Ruane, Cunniff & Goldfarb L.P. 430.00%0.12%0.83%Q1 2018Q4 20217
RGT Wealth Advisors, LLC 770.17%0.54%1.63%Q1 2017Q3 20187
HARBOUR INVESTMENTS, INC. 430.00%0.00%0.00%Q1 2021Q4 20227
Empowered Funds, LLC 770.04%0.09%0.13%Q4 2021Q2 20237
B. Metzler seel. Sohn & Co. AG 770.03%0.04%0.08%Q1 2022Q3 20237
Savior LLC 770.01%0.01%0.01%Q4 2019Q2 20217
CAPITAL FUND MANAGEMENT S.A. 510.02%0.05%0.07%Q2 2013Q2 20207
Riverwater Partners LLC 610.18%0.24%0.32%Q4 2021Q4 20237
Assured Investment Management LLC 210.00%0.01%0.03%Q3 2016Q4 20187
Spot Trading L.L.C 310.00%0.01%0.03%Q3 2015Q1 20177
Placemark Investments, Inc. 770.01%0.01%0.02%Q2 2013Q4 20147
Berman Capital Advisors, LLC 770.00%0.00%0.00%Q1 2020Q3 20217
Ergoteles LLC 310.01%0.03%0.06%Q3 2020Q4 20227
NN Investment Partners Holdings N.V. 770.00%0.01%0.01%Q3 2020Q1 20227
Summit Trail Advisors, LLC 770.01%0.02%0.02%Q1 2022Q3 20237
MONETA GROUP INVESTMENT ADVISORS LLC 430.01%0.01%0.01%Q1 2021Q3 20237
Manchester Capital Management LLC 520.00%0.00%0.00%Q3 2021Q3 20237
TWO SIGMA SECURITIES, LLC 310.00%0.01%0.01%Q2 2019Q3 20236
Meridian Wealth Management, LLC 510.01%0.04%0.05%Q2 2019Q1 20226
Magnetar Financial LLC 210.00%0.05%0.13%Q2 2013Q3 20236
Centiva Capital, LP 420.01%0.02%0.04%Q2 2020Q2 20236
Point72 Hong Kong Ltd 310.01%0.04%0.12%Q4 2019Q3 20226
Redwood Investment Management, LLC 410.05%0.17%0.36%Q1 2020Q3 20236
COMMERCE BANK 510.00%0.01%0.02%Q4 2020Q3 20236
Schubert & Co 660.00%0.00%0.01%Q4 2021Q1 20236
Disciplined Investments, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
Dorsey Wright & Associates 660.37%0.42%0.51%Q4 2016Q1 20186
CSat Investment Advisory, L.P. 660.00%0.00%0.00%Q2 2019Q3 20206
Allworth Financial LP 510.00%0.00%0.00%Q1 2022Q3 20236
Quantitative Investment Management, LLC 330.01%0.02%0.04%Q2 2018Q4 20196
Alberta Investment Management Corp 510.01%0.02%0.04%Q3 2016Q3 20226
NOMURA HOLDINGS INC 210.00%0.00%0.00%Q1 2015Q1 20186
LYRICAL ASSET MANAGEMENT LP 410.00%1.20%2.46%Q4 2021Q3 20236
BRIDGEWAY CAPITAL MANAGEMENT, LLC 310.00%0.04%0.12%Q2 2013Q2 20196
Fieldpoint Private Securities, LLC 660.00%0.00%0.00%Q4 2020Q1 20226
GROUP ONE TRADING, L.P. 410.00%0.01%0.03%Q4 2016Q3 20206
SJS Investment Consulting Inc. 510.00%0.00%0.00%Q1 2022Q3 20236
1st Global Advisors, Inc. 510.03%0.03%0.04%Q2 2014Q2 20166
361 CAPITAL LLC 220.17%0.31%0.54%Q4 2016Q2 20206
Orion Portfolio Solutions, LLC 330.00%0.01%0.01%Q4 2019Q3 20236
Sound Income Strategies, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Jefferies Group LLC 110.00%0.00%0.02%Q2 2015Q1 20216
Alaska Permanent Fund Corp 330.03%0.04%0.05%Q3 2020Q4 20226
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
ZACKS INVESTMENT MANAGEMENT 330.01%0.02%0.04%Q1 2014Q3 20236
PIEDMONT INVESTMENT ADVISORS INC 510.00%0.02%0.03%Q2 2018Q1 20206
JONES FINANCIAL COMPANIES LLLP 510.00%0.00%0.00%Q4 2020Q4 20226
Fisher Asset Management, LLC 660.05%0.05%0.06%Q3 2014Q4 20156
Larson Financial Group LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Cambria Investment Management, L.P. 420.00%0.01%0.04%Q4 2014Q3 20236
Parallax Volatility Advisers, L.P. 210.00%0.00%0.00%Q4 2014Q4 20176
Evanston Investments, Inc., dba Evanston Advisors 660.78%0.90%0.97%Q3 2017Q4 20186
Capital Advisors, Ltd. LLC 660.00%0.00%0.00%Q2 2022Q3 20236
PRIVATE TRUST CO NA 660.00%0.00%0.00%Q2 2022Q3 20236
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
BANK OF NOVA SCOTIA 310.00%0.01%0.02%Q1 2014Q1 20236
Sugarloaf Wealth Management, LLC 660.03%0.04%0.05%Q2 2022Q3 20236
Full Sail Capital, LLC 410.02%0.03%0.07%Q1 2019Q4 20216
BlueCrest Capital Management Ltd 310.01%0.02%0.04%Q4 2015Q2 20196
Cambridge Investment Research Advisors, Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
Artemis Investment Management LLP 550.01%0.05%0.07%Q2 2020Q2 20215
BB&T INVESTMENT SERVICES, INC. 550.00%0.01%0.02%Q4 2016Q4 20175
MSI Financial Services Inc 550.00%0.00%0.00%Q4 2015Q4 20165
PineBridge Investments, L.P. 320.00%0.01%0.05%Q1 2020Q3 20235
CHICAGO TRUST Co NA 550.06%0.08%0.10%Q3 2022Q3 20235
Bowling Portfolio Management LLC 410.08%0.17%0.28%Q3 2016Q2 20185
Jackson Creek Investment Advisors LLC 550.13%0.17%0.25%Q3 2020Q3 20215
WHITTIER TRUST CO 550.00%0.00%0.00%Q3 2022Q3 20235
ALPINE WOODS CAPITAL INVESTORS, LLC 550.02%0.02%0.03%Q1 2016Q1 20175
Leeward Investments, LLC - MA 550.60%0.93%1.16%Q3 2022Q3 20235
Assenagon Asset Management S.A. 210.01%0.03%0.06%Q4 2017Q4 20205
Petrus Trust Company, LTA 210.03%0.05%0.08%Q3 2016Q3 20235
Blueshift Asset Management, LLC 210.03%0.06%0.08%Q4 2019Q1 20225
Foundry Partners, LLC 550.02%0.03%0.04%Q3 2015Q3 20165
Sowell Financial Services LLC 320.00%0.00%0.01%Q3 2019Q1 20215
Laurion Capital Management LP 310.00%0.01%0.02%Q4 2015Q4 20185
Atria Investments, Inc 320.01%0.02%0.04%Q2 2018Q1 20205
ONTARIO TEACHERS PENSION PLAN BOARD 310.00%0.02%0.05%Q3 2018Q2 20215
U.S. Capital Wealth Advisors, LLC 410.00%0.11%0.15%Q3 2021Q4 20225
AIGEN INVESTMENT MANAGEMENT, LP 320.00%0.06%0.09%Q4 2019Q3 20225
AMP Capital Investors Ltd 210.00%0.00%0.01%Q2 2013Q2 20205
Itau Unibanco Holding S.A. 210.00%0.03%0.12%Q3 2016Q2 20205
Brookfield Asset Management 210.00%0.02%0.05%Q3 2020Q1 20235
HARBOR INVESTMENT ADVISORY, LLC 550.00%0.00%0.00%Q1 2020Q1 20215
Stone Toro Investment Advisers, LP 410.22%0.37%0.60%Q2 2013Q4 20145
Compass Wealth Management LLC 550.02%0.02%0.02%Q4 2022Q4 20235
Cetera Advisor Networks LLC 410.00%0.00%0.00%Q2 2020Q3 20235
NORTHWEST WEALTH MANAGEMENT, LLC 550.01%0.01%0.01%Q1 2018Q1 20195
Parkside Financial Bank & Trust 410.00%0.00%0.00%Q1 2022Q3 20235
Connor, Clark & Lunn Investment Management Ltd. 410.00%0.01%0.01%Q3 2019Q1 20225
Acrospire Investment Management LLC 410.02%0.03%0.06%Q1 2016Q2 20175
Zullo Investment Group, Inc. 550.00%0.00%0.00%Q4 2021Q4 20225
Laurel Wealth Advisors, Inc. 550.02%0.02%0.03%Q4 2021Q4 20225
Standard Family Office LLC 320.00%0.02%0.05%Q4 2020Q3 20225
Grove Bank & Trust 550.03%0.04%0.05%Q4 2016Q4 20175
EverSource Wealth Advisors, LLC 320.00%0.00%0.00%Q1 2022Q3 20235
Invictus RG 410.00%0.21%0.34%Q2 2016Q4 20175
Premier Fund Managers Ltd 550.02%0.04%0.05%Q1 2021Q1 20225
DekaBank Deutsche Girozentrale 410.00%0.00%0.00%Q2 2020Q3 20235
Cable Hill Partners, LLC 410.00%0.00%0.02%Q4 2014Q2 20165
M&R CAPITAL MANAGEMENT INC 550.00%0.00%0.00%Q4 2022Q4 20235
Capital Asset Advisory Services LLC 550.00%0.05%0.06%Q4 2019Q4 20205
IMA Wealth, Inc. 410.00%0.00%0.00%Q2 2018Q3 20225
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 550.02%0.04%0.04%Q3 2020Q3 20215
MOODY ALDRICH PARTNERS LLC 440.12%0.20%0.26%Q3 2020Q2 20214
New England Capital Financial Advisors LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Quantinno Capital Management LP 210.02%0.05%0.13%Q2 2019Q3 20234
AGF MANAGEMENT LTD 440.46%0.68%0.82%Q4 2022Q3 20234
Baird Financial Group, Inc. 440.00%0.00%0.00%Q3 2021Q2 20224
BRIDGES INVESTMENT MANAGEMENT INC 440.05%0.06%0.07%Q4 2018Q3 20194
Steward Financial Group LLC 210.00%0.00%0.00%Q2 2022Q3 20234
ASSOCIATED BANC-CORP 440.00%0.00%0.00%Q1 2020Q4 20204
Snowden Capital Advisors LLC 310.00%0.01%0.01%Q2 2019Q4 20214
WEALTHFRONT Corp 440.00%0.00%0.00%Q4 2014Q3 20154
Washington Trust Advisors, Inc. 440.00%0.00%0.00%Q4 2021Q3 20224
Crewe Advisors LLC 440.00%0.00%0.00%Q3 2020Q2 20214
KENNEDY CAPITAL MANAGEMENT LLC 440.06%0.12%0.18%Q2 2018Q1 20194
JOYN Advisors, Inc. 440.00%0.00%0.00%Q1 2018Q4 20184
THOMPSON SIEGEL & WALMSLEY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
WESTPAC BANKING CORP 310.01%0.02%0.04%Q2 2013Q3 20234
CenterStar Asset Management, LLC 220.00%0.01%0.02%Q1 2020Q2 20204
Vanguard Personalized Indexing Management, LLC 310.01%0.02%0.05%Q4 2021Q3 20234
TFO Wealth Partners, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
JAMES INVESTMENT RESEARCH INC 110.00%0.08%0.14%Q1 2017Q3 20234
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 440.01%0.01%0.01%Q3 2022Q2 20234
GAM SYSTEMATIC LLP 440.02%0.05%0.10%Q1 2016Q4 20164
Lebenthal Asset Management, LLC 440.31%0.33%0.36%Q2 2016Q1 20174
Visium Asset Management, LP 440.04%0.05%0.09%Q2 2015Q1 20164
Baker Avenue Asset Management, LP 440.00%0.00%0.00%Q4 2022Q3 20234
Matarin Capital Management, LLC 440.06%0.06%0.08%Q3 2017Q2 20184
Column Capital Advisors, LLC 440.00%0.01%0.01%Q4 2019Q3 20204
Sendero Wealth Management, LLC 440.09%0.11%0.13%Q4 2022Q3 20234
Stratos Wealth Partners, LTD. 210.00%0.00%0.01%Q4 2017Q3 20234
OAKBROOK INVESTMENTS LLC 310.02%0.05%0.12%Q3 2017Q4 20194
O'Dell Group, LLC 310.03%0.04%0.04%Q1 2022Q2 20234
ARGENT CAPITAL MANAGEMENT LLC 440.08%0.08%0.08%Q2 2021Q1 20224
Gupta Wealth Management LLC 440.05%0.07%0.12%Q2 2015Q1 20164
SEVEN EIGHT CAPITAL, LP 110.01%0.05%0.08%Q4 2016Q1 20234
RS INVESTMENT MANAGEMENT CO LLC 440.25%0.43%0.73%Q3 2015Q2 20164
Arabesque Asset Management Ltd 310.29%0.69%1.34%Q4 2019Q1 20214
PRUDENTIAL PLC 440.00%0.00%0.00%Q4 2018Q3 20194
CIBC WORLD MARKET INC. 210.00%0.00%0.00%Q3 2018Q3 20234
Mariner, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
ATLAS CAPITAL ADVISORS LLC 310.02%0.04%0.10%Q4 2020Q3 20234
Parametrica Management Ltd 210.13%0.31%0.46%Q4 2017Q1 20204
Realta Investment Advisors 440.01%0.01%0.01%Q1 2019Q4 20194
Symmetry Partners, LLC 440.01%0.01%0.02%Q1 2021Q4 20214
Northeast Financial Consultants Inc 310.02%0.02%0.03%Q1 2019Q1 20224
PICTET ASSET MANAGEMENT LTD 440.00%0.00%0.00%Q3 2020Q2 20214
COMMONWEALTH BANK OF AUSTRALIA 440.00%0.00%0.01%Q3 2018Q2 20194
FRANKLIN RESOURCES INC 440.00%0.00%0.01%Q4 2022Q3 20234
Sutton Wealth Advisors Inc. 310.00%0.00%0.00%Q4 2021Q4 20224
PFS INVESTMENTS INC. 210.00%0.00%0.01%Q3 2021Q2 20234
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Penserra Capital Management LLC 110.00%0.03%0.08%Q2 2016Q3 20184
BDO Wealth Advisors, LLC 440.00%0.00%0.00%Q1 2019Q4 20194
Jump Financial, LLC 310.04%0.07%0.11%Q1 2022Q1 20234
PDT Partners, LLC 210.01%0.03%0.04%Q1 2015Q4 20214
Winton Capital Management Ltd 440.02%0.02%0.02%Q2 2013Q1 20144
FIRST HORIZON CORP 440.00%0.00%0.00%Q3 2020Q2 20214
Invictus RG Pte. Ltd. 440.06%0.20%0.29%Q2 2013Q1 20144
SYSTEMATIC FINANCIAL MANAGEMENT LP 440.02%0.04%0.07%Q2 2015Q1 20164
Livforsakringsbolaget Skandia, Omsesidigt 330.10%0.14%0.17%Q1 2023Q3 20233
KINGS POINT CAPITAL MANAGEMENT 330.00%0.00%0.00%Q3 2021Q1 20223
Donoghue Forlines LLC 330.41%0.43%0.46%Q1 2023Q3 20233
Glassman Wealth Services 330.00%0.00%0.00%Q2 2021Q4 20213
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.00%0.00%0.00%Q4 2020Q1 20233
X-Square Capital, LLC 210.11%0.11%0.12%Q3 2021Q4 20223
Forum Financial Management, LP 330.01%0.01%0.01%Q1 2023Q3 20233
Grantham, Mayo, Van Otterloo & Co. LLC 330.00%0.00%0.00%Q2 2013Q4 20133
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 330.03%0.03%0.04%Q4 2018Q2 20193
ALPHA WINDWARD LLC 210.30%0.31%0.33%Q1 2015Q4 20153
East Coast Asset Management, LLC. 330.02%0.02%0.02%Q4 2012Q2 20133
Bayesian Capital Management, LP 210.12%0.16%0.23%Q4 2016Q1 20183
BRC Investment Management LLC 210.10%0.12%0.13%Q4 2015Q3 20163
Summit Wealth Group, LLC 210.00%0.03%0.04%Q1 2021Q1 20233
Horizon Investments, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Bridgewater Associates 330.02%0.03%0.04%Q1 2023Q3 20233
DEERE & CO 330.01%0.01%0.01%Q3 2014Q1 20153
Vestcor Inc 330.03%0.04%0.06%Q1 2023Q3 20233
SAC Capital Advisors LP 210.00%0.00%0.00%Q2 2013Q1 20143
XTX Topco Ltd 110.06%0.10%0.16%Q1 2021Q1 20233
Gideon Capital Advisors, Inc. 210.22%0.24%0.27%Q4 2017Q4 20183
Innovative Portfolios 330.75%0.79%0.81%Q2 2021Q4 20213
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 330.00%0.01%0.01%Q1 2022Q3 20223
Chicago Partners Investment Group LLC 210.00%0.00%0.00%Q3 2017Q2 20183
AJO, LP 210.00%0.01%0.03%Q1 2014Q3 20203
TOTH FINANCIAL ADVISORY CORP 210.06%0.09%0.12%Q3 2019Q1 20213
Veritable, L.P. 330.00%0.00%0.00%Q4 2022Q2 20233
TWINBEECH CAPITAL LP 110.05%0.10%0.16%Q4 2019Q3 20233
FORA Capital, LLC 210.04%0.06%0.09%Q2 2020Q3 20233
tru Independence LLC 330.00%0.00%0.00%Q4 2019Q2 20203
OPTIMUM INVESTMENT ADVISORS 330.01%0.01%0.01%Q1 2018Q3 20183
AXS Investments LLC 330.02%0.04%0.06%Q1 2023Q3 20233
Cornerstone Advisors, Inc. 210.00%0.00%0.00%Q1 2018Q2 20193
AMERICAFIRST CAPITAL MANAGEMENT, LLC 110.41%0.51%0.63%Q2 2015Q4 20163
LUCUS ADVISORS LLC 330.24%0.25%0.26%Q2 2015Q4 20153
Versor Investments LP 210.01%0.04%0.10%Q2 2022Q2 20233
ING GROEP NV 210.01%0.01%0.01%Q2 2017Q2 20183
LOOMIS SAYLES & CO L P 210.00%0.00%0.00%Q2 2015Q3 20233
DENALI ADVISORS LLC 210.00%0.00%0.00%Q4 2020Q1 20223
CAPSTONE INVESTMENT ADVISORS, LLC 110.00%0.01%0.02%Q4 2016Q2 20233
Financial Gravity Companies, Inc. 210.00%0.00%0.00%Q4 2017Q4 20183
First Personal Financial Services 330.00%0.00%0.01%Q4 2016Q2 20173
Johnson Financial Group, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
CADENCE CAPITAL MANAGEMENT LLC 330.10%0.11%0.12%Q4 2019Q2 20203
JENNISON ASSOCIATES LLC 330.00%0.00%0.00%Q4 2020Q2 20213
Integrated Wealth Concepts LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Raleigh Capital Management Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
Kaizen Advisory, LLC 330.06%0.48%0.81%Q4 2017Q2 20183
SEI TRUST CO 330.00%0.00%0.00%Q2 2013Q4 20133
Pearl River Capital, LLC 210.05%0.07%0.09%Q4 2018Q4 20203
ADVISOR PARTNERS II, LLC 330.01%0.01%0.02%Q1 2023Q3 20233
Better Money Decisions, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Oak Thistle LLC 330.18%0.27%0.44%Q1 2023Q3 20233
Redwood Investments, LLC 330.33%0.67%0.88%Q1 2017Q3 20173
BlackRock Japan Co. Ltd 210.00%0.00%0.00%Q4 2013Q4 20163
Quantamental Technologies LLC 210.00%0.05%0.10%Q4 2018Q3 20193
Capital Returns Management, LLC 210.26%3.50%7.10%Q4 2014Q2 20193
BNP Paribas Asset Management Holding S.A. 210.01%0.02%0.03%Q2 2013Q4 20153
WRIGHT INVESTORS SERVICE INC 330.18%0.25%0.29%Q3 2017Q1 20183
Everhart Financial Group, Inc. 330.10%0.12%0.13%Q1 2023Q3 20233
CenterBook Partners LP 330.06%0.10%0.14%Q1 2023Q3 20233
KOCH INDUSTRIES INC 210.05%0.06%0.06%Q2 2017Q1 20183
Csenge Advisory Group 210.00%0.06%0.09%Q4 2017Q3 20183
Bogart Wealth, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Arlington Partners LLC 330.00%0.01%0.01%Q1 2023Q3 20233
Capital Directions Investment Advisors, LLC 330.01%0.01%0.01%Q3 2019Q1 20203
Pinkerton Retirement Specialists, LLC 330.08%0.15%0.20%Q1 2023Q3 20233
Nalls Sherbakoff Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Crestline Management, LP 210.15%0.40%0.59%Q2 2017Q2 20183
HB Wealth Management, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
Krane Funds Advisors LLC 330.01%0.02%0.02%Q2 2020Q4 20203
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 330.56%0.63%0.67%Q1 2023Q3 20233
Horizon Investment Services, LLC 220.45%0.56%0.66%Q1 2017Q2 20172
MOODY NATIONAL BANK TRUST DIVISION 220.00%0.00%0.00%Q4 2018Q1 20192
British Airways Pensions Investment Management Ltd 220.16%0.31%0.47%Q2 2016Q3 20162
Edgestream Partners, L.P. 220.14%0.18%0.22%Q2 2023Q3 20232
Capula Management Ltd 220.00%0.00%0.01%Q4 2022Q1 20232
TFS CAPITAL LLC 220.03%0.05%0.07%Q4 2013Q1 20142
REGENTS OF THE UNIVERSITY OF CALIFORNIA 221.17%1.26%1.36%Q2 2014Q3 20142
Castleview Partners, LLC 110.01%0.03%0.06%Q2 2021Q1 20232
Fortitude Advisory Group L.L.C. 220.02%0.02%0.02%Q4 2021Q1 20222
INTECH INVESTMENT MANAGEMENT LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Emerald Acquisition Ltd. 220.00%0.00%0.00%Q2 2016Q3 20162
Meeder Advisory Services, Inc. 220.03%0.03%0.04%Q1 2023Q2 20232
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 220.00%0.01%0.01%Q2 2023Q3 20232
Taylor Wealth Management Partners 220.00%0.13%0.25%Q1 2015Q2 20152
CIBC WORLD MARKETS CORP 110.00%0.00%0.00%Q4 2019Q1 20212
Ethic Inc. 220.01%0.01%0.01%Q2 2023Q3 20232
ATTICUS WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
FRED ALGER MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
PFW Advisors LLC 220.10%0.10%0.10%Q2 2023Q3 20232
Quantitative Systematic Strategies LLC 110.08%0.10%0.11%Q2 2015Q4 20152
Westover Capital Advisors, LLC 220.10%0.11%0.12%Q1 2019Q2 20192
CASTLEARK MANAGEMENT LLC 220.26%0.36%0.46%Q4 2016Q1 20172
Machina Capital S.A.S. 110.06%0.07%0.09%Q4 2019Q1 20232
Ahrens Investment Partners LLC 220.01%0.01%0.01%Q1 2022Q2 20222
Bank Julius Baer & Co. Ltd, Zurich 220.00%0.00%0.00%Q2 2020Q3 20202
MACKAY SHIELDS LLC 110.01%0.01%0.01%Q1 2018Q4 20182
State of Wyoming 110.01%0.04%0.06%Q2 2022Q1 20232
Mayfair Advisory Group, LLC 220.20%0.21%0.21%Q2 2023Q3 20232
MACKENZIE FINANCIAL CORP 110.00%0.01%0.02%Q4 2018Q4 20222
Sciencast Management LP 110.05%0.10%0.16%Q4 2019Q4 20202
Advisory Alpha, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
NORTHERN TRUST CO OF CONNECTICUT 220.01%0.01%0.02%Q2 2013Q3 20132
SYSTM Wealth Solutions LLC 220.04%0.05%0.06%Q4 2022Q1 20232
Edge Wealth Management LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Aquatic Capital Management LLC 110.02%0.05%0.09%Q4 2021Q2 20232
SUMIT CAPITAL, LLC 110.39%0.80%1.21%Q4 2013Q2 20152
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
Calvert Investment Management, Inc. 110.01%0.01%0.01%Q2 2016Q4 20162
ZEKE CAPITAL ADVISORS, LLC 220.02%0.02%0.02%Q4 2017Q1 20182
Essex Financial Services, Inc. 220.03%0.03%0.03%Q2 2023Q3 20232
EAM Investors, LLC 220.38%0.44%0.50%Q4 2016Q1 20172
Qtron Investments LLC 220.20%0.25%0.30%Q4 2018Q1 20192
Hudson Bay Capital Management LP 220.06%0.07%0.08%Q3 2020Q4 20202
Philadelphia Financial Management of San Francisco, LLC 221.79%1.85%1.91%Q3 2015Q4 20152
FOX RUN MANAGEMENT, L.L.C. 110.11%0.18%0.24%Q2 2016Q4 20172
Capital Research Global Investors 220.02%0.02%0.02%Q2 2013Q3 20132
Personal Wealth Partners 220.00%0.00%0.00%Q3 2019Q4 20192
Athanor Capital, LP 220.06%0.06%0.06%Q3 2020Q4 20202
Cinctive Capital Management LP 220.07%0.17%0.26%Q3 2020Q4 20202
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 220.00%0.00%0.00%Q3 2017Q4 20172
Princeton Alpha Management LP 220.08%0.10%0.11%Q4 2015Q1 20162
RITHOLTZ WEALTH MANAGEMENT 220.22%0.23%0.25%Q2 2022Q3 20222
INCEPTIONR LLC 110.12%0.16%0.20%Q1 2023Q3 20232
Doyle Wealth Management 110.01%0.01%0.01%Q4 2018Q2 20192
Beacon Capital Management, Inc. 220.00%0.00%0.00%Q3 2020Q4 20202
BBVA USA 220.09%0.09%0.09%Q2 2021Q3 20212
Radnor Capital Management, LLC 220.06%0.10%0.14%Q2 2023Q3 20232
Delphi Private Advisors LLC 220.00%0.00%0.00%Q2 2016Q3 20162
TOCQUEVILLE ASSET MANAGEMENT L.P. 220.00%0.00%0.00%Q4 2013Q1 20142
First Capital Advisors Group, LLC. 110.02%0.03%0.04%Q1 2018Q2 20232
Counterpoint Mutual Funds LLC 110.08%0.09%0.10%Q2 2022Q1 20232
Lisanti Capital Growth, LLC 220.55%0.64%0.72%Q1 2020Q2 20202
Jaffetilchin Investment Partners, LLC 220.10%0.10%0.10%Q4 2016Q1 20172
FNY Managed Accounts LLC 220.00%0.00%0.00%Q4 2017Q1 20182
Avion Wealth 220.00%0.00%0.00%Q2 2023Q3 20232
LVW Advisors, LLC 220.07%0.07%0.08%Q2 2020Q3 20202
MCIA Inc 220.00%0.06%0.12%Q2 2017Q3 20172
Capital Bank & Trust Co 220.00%0.00%0.00%Q3 2018Q4 20182
Concord Wealth Partners 220.00%0.00%0.00%Q1 2022Q2 20222
STANCORP INVESTMENT ADVISERS INC 220.00%0.00%0.00%Q4 2014Q1 20152
Polar Asset Management Partners Inc. 110.01%0.01%0.01%Q4 2020Q3 20212
NEW ENGLAND ASSET MANAGEMENT INC 220.01%0.01%0.01%Q2 2018Q3 20182
Kestra Advisory Services, LLC 110.00%0.00%0.01%Q2 2022Q4 20222
Hirtle Callaghan & Co LLC 220.02%0.02%0.02%Q1 2022Q2 20222
Cavalier Investments, LLC 220.20%0.21%0.22%Q2 2023Q3 20232
New England Research & Management, Inc. 220.44%0.46%0.48%Q4 2015Q1 20162
BURNEY CO/ 220.02%0.02%0.03%Q3 2016Q4 20162
Vigilant Capital Management, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Quadrature Capital Ltd 110.02%0.03%0.05%Q4 2016Q1 20182
LMR Partners LLP 220.02%0.03%0.03%Q2 2019Q3 20192
Price Wealth, LLC 220.00%0.00%0.00%Q2 2019Q3 20192
Teza Capital Management LLC 220.06%0.15%0.24%Q2 2020Q3 20202
VisionPoint Advisory Group, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Clear Harbor Asset Management, LLC 110.00%0.01%0.01%Q4 2019Q3 20202
FLPUTNAM INVESTMENT MANAGEMENT CO 220.05%0.05%0.06%Q2 2023Q3 20232
BOOTHBAY FUND MANAGEMENT, LLC 110.01%0.01%0.01%Q2 2022Q2 20232
Palisades Investment Partners, LLC 221.05%1.06%1.06%Q1 2014Q2 20142
Mendota Financial Group, LLC 220.08%0.10%0.11%Q4 2022Q1 20232
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 220.00%0.00%0.00%Q3 2018Q4 20182
WELD CAPITAL MANAGEMENT LLC 220.05%0.07%0.09%Q3 2019Q4 20192
Ground Swell Capital, LLC 220.01%0.02%0.04%Q2 2014Q3 20142
Lee Financial Co 220.00%0.00%0.00%Q1 2018Q2 20182
CASTLE WEALTH MANAGEMENT LLC 220.02%0.02%0.02%Q2 2022Q3 20222
PRELUDE CAPITAL MANAGEMENT, LLC 110.00%0.01%0.01%Q1 2018Q3 20202
Founders Financial Alliance, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Western Asset Management Company, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
MERCER GLOBAL ADVISORS INC /ADV 110.00%0.00%0.00%Q2 2021Q2 20211
Atria Wealth Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Y-Intercept (Hong Kong) Ltd 110.04%0.04%0.04%Q3 2023Q3 20231
MUFG Securities EMEA plc 110.02%0.02%0.02%Q4 2019Q4 20191
FIRST QUADRANT LLC/CA 110.00%0.00%0.00%Q3 2020Q3 20201
MALTESE CAPITAL MANAGEMENT LLC 110.24%0.24%0.24%Q1 2021Q1 20211
Cribstone Capital Management, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
EverPoint Asset Management, LLC 110.16%0.16%0.16%Q1 2016Q1 20161
Irish Life Investment Managers Ltd. 110.00%0.00%0.00%Q2 2013Q2 20131
Sumitomo Mitsui Trust Holdings, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Ausbil Investment Management Ltd 110.27%0.27%0.27%Q3 2023Q3 20231
EA Series Trust 110.04%0.04%0.04%Q2 2023Q2 20231
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 110.13%0.13%0.13%Q2 2013Q2 20131
Mitsubishi UFJ Asset Management Co., Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
PACES FERRY WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
PNC Managed Account Solutions, Inc. 110.02%0.02%0.02%Q2 2021Q2 20211
Amalgamated Financial Corp. 110.03%0.03%0.03%Q1 2022Q1 20221
Beacon Pointe Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Walleye Capital LLC 110.01%0.01%0.01%Q1 2022Q1 20221
ClearBridge Investments 110.00%0.00%0.00%Q4 2016Q4 20161
NorthCoast Asset Management LLC 110.06%0.06%0.06%Q2 2015Q2 20151
Santa Fe Partners LLC 110.05%0.05%0.05%Q1 2014Q1 20141
Gyon Technologies Capital Management, LP 110.01%0.01%0.01%Q4 2022Q4 20221
AVIVA PLC 110.00%0.00%0.00%Q2 2023Q2 20231
Weiss Asset Management LP 110.06%0.06%0.06%Q1 2022Q1 20221
Enlightenment Research, LLC 110.05%0.05%0.05%Q4 2018Q4 20181
Yorktown Management & Research Co Inc 110.04%0.04%0.04%Q4 2014Q4 20141
Values First Advisors, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
AdvisorShares Investments LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2015Q1 20151
MML INVESTORS SERVICES, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Wagner Wealth Management, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Alaethes Wealth LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Corient Private Wealth LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.01%0.01%0.01%Q2 2018Q2 20181
MAI Capital Management 110.00%0.00%0.00%Q3 2023Q3 20231
HOWE & RUSLING INC 110.00%0.00%0.00%Q2 2014Q2 20141
CenterStar Fund, LLC 110.03%0.03%0.03%Q4 2016Q4 20161
Jacobi Capital Management LLC 110.00%0.00%0.00%Q4 2020Q4 20201
HBK Sorce Advisory LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Karp Capital Management Corp 110.02%0.02%0.02%Q1 2017Q1 20171
O'Shares Investment Advisers, LLC 110.03%0.03%0.03%Q2 2020Q2 20201
MADISON WEALTH MANAGEMENT 110.19%0.19%0.19%Q4 2019Q4 20191
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
WealthShield Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Kavar Capital Partners, LLC 110.02%0.02%0.02%Q2 2019Q2 20191
WHITTIER TRUST CO OF NEVADA INC 110.00%0.00%0.00%Q4 2022Q4 20221
TORONTO DOMINION BANK 110.00%0.00%0.00%Q1 2023Q1 20231
WEST PACES ADVISORS INC. 110.00%0.00%0.00%Q2 2021Q2 20211
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 110.00%0.00%0.00%Q1 2023Q1 20231
ROPES WEALTH ADVISORS LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Integre Asset Management, LLC 110.25%0.25%0.25%Q2 2015Q2 20151
Anchor Investment Management, LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Winch Advisory Services, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
SECOR Capital Advisors, LP 110.28%0.28%0.28%Q4 2013Q4 20131
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Norway Savings Bank 110.00%0.00%0.00%Q4 2020Q4 20201
GLOBEFLEX CAPITAL L P 110.02%0.02%0.02%Q4 2018Q4 20181
BOSTON ADVISORS LLC 110.03%0.03%0.03%Q3 2015Q3 20151
CULLEN/FROST BANKERS, INC. 110.00%0.00%0.00%Q1 2023Q1 20231
State of New Jersey Common Pension Fund A 110.12%0.12%0.12%Q1 2014Q1 20141
Tibra Equities Europe Ltd 110.54%0.54%0.54%Q2 2019Q2 20191
DRIEHAUS CAPITAL MANAGEMENT LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Manifold Partners, LLC 110.99%0.99%0.99%Q2 2015Q2 20151
Evolution Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
AEGON ASSET MANAGEMENT UK PLC 110.04%0.04%0.04%Q4 2018Q4 20181
WIPFLI FINANCIAL ADVISORS LLC, 110.01%0.01%0.01%Q3 2022Q3 20221
INTERACTIVE FINANCIAL ADVISORS, INC. 110.00%0.00%0.00%Q1 2014Q1 20141
Sterling Global Strategies LLC 110.20%0.20%0.20%Q4 2018Q4 20181
BI Asset Management Fondsmaeglerselskab A/S 110.02%0.02%0.02%Q2 2023Q2 20231
Allen Investment Management, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
FNY Investment Advisers, LLC 110.02%0.02%0.02%Q2 2019Q2 20191
HBK INVESTMENTS L P 110.01%0.01%0.01%Q2 2015Q2 20151
Formidable Asset Management, LLC 110.67%0.67%0.67%Q1 2019Q1 20191
USA FINANCIAL FORMULAS 110.08%0.08%0.08%Q2 2023Q2 20231
JLB & ASSOCIATES INC 110.05%0.05%0.05%Q3 2023Q3 20231
Manteio Capital LLC 110.34%0.34%0.34%Q4 2021Q4 20211
Nair Vinay 110.28%0.28%0.28%Q1 2015Q1 20151
ELLINGTON MANAGEMENT GROUP LLC 110.04%0.04%0.04%Q1 2015Q1 20151
Interval Partners, LP 110.05%0.05%0.05%Q4 2022Q4 20221
Nine Chapters Capital Management LLC 110.15%0.15%0.15%Q1 2014Q1 20141
Spark Investment Management LLC 110.10%0.10%0.10%Q3 2013Q3 20131
Kalos Management, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
Quarry LP 110.00%0.00%0.00%Q2 2023Q2 20231
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 110.00%0.00%0.00%Q3 2021Q3 20211
BAILARD, INC. 110.01%0.01%0.01%Q3 2019Q3 20191
Crosspoint Capital Strategies, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
MQS Management LLC 110.31%0.31%0.31%Q3 2023Q3 20231
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q2 2021Q2 20211
DARK FOREST CAPITAL MANAGEMENT LP 110.03%0.03%0.03%Q4 2022Q4 20221
Pictet Asset Management Holding SA 110.00%0.00%0.00%Q3 2023Q3 20231
NatWest Group plc 110.01%0.01%0.01%Q3 2013Q3 20131
Global X Management CO LLC 110.00%0.00%0.00%Q1 2015Q1 20151
CAXTON ASSOCIATES LP 110.09%0.09%0.09%Q2 2019Q2 20191
Catalyst Capital Advisors LLC 110.12%0.12%0.12%Q1 2014Q1 20141
Private Advisor Group, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
OLIVER LAGORE VANVALIN INVESTMENT GROUP 110.00%0.00%0.00%Q3 2023Q3 20231
Point72 Middle East FZE 110.01%0.01%0.01%Q1 2023Q1 20231
Neuberger Berman Canada ULC 110.09%0.09%0.09%Q2 2013Q2 20131
Capitolis Advisors LLC 110.01%0.01%0.01%Q4 2021Q4 20211
JNBA Financial Advisors 110.00%0.00%0.00%Q3 2016Q3 20161
Candriam S.C.A. 110.02%0.02%0.02%Q1 2023Q1 20231
Absolute Return Capital, LLC 110.01%0.01%0.01%Q2 2014Q2 20141
Melvin Capital Management LP 110.21%0.21%0.21%Q3 2016Q3 20161
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT 110.17%0.17%0.17%Q2 2016Q2 20161
LWM Advisory Services, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
ORG Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
NBC SECURITIES, INC. 110.07%0.07%0.07%Q3 2023Q3 20231
Carroll Financial Associates, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
Voleon Capital Management LP 110.07%0.07%0.07%Q4 2019Q4 20191
BLUE SQUARE ASSET MANAGEMENT, LLC 110.07%0.07%0.07%Q2 2020Q2 20201
Morse Asset Management, Inc 110.57%0.57%0.57%Q4 2019Q4 20191
Wealthspire Advisors, L.P. 110.00%0.00%0.00%Q1 2019Q1 20191
CAPITAL GUARDIAN TRUST CO 110.00%0.00%0.00%Q3 2018Q3 20181
Freedom Investment Management, Inc. 110.01%0.01%0.01%Q3 2018Q3 20181
Conifer Management 110.21%0.21%0.21%Q1 2020Q1 20201
VitalStone Financial, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
WASHINGTON TRUST BANK 110.00%0.00%0.00%Q2 2016Q2 20161
Arkadios Wealth Advisors 110.00%0.00%0.00%Q2 2021Q2 20211
HIGHBRIDGE CAPITAL MANAGEMENT LLC 110.02%0.02%0.02%Q3 2016Q3 20161
Nebula Research & Development LLC 110.14%0.14%0.14%Q3 2023Q3 20231
Kore Private Wealth LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Opus Capital Group, LLC 110.06%0.06%0.06%Q4 2019Q4 20191
Hillcrest Wealth Advisors - NY, LLC 110.53%0.53%0.53%Q3 2020Q3 20201
Lebenthal Holdings,LLC 110.32%0.32%0.32%Q2 2016Q2 20161
Airain ltd 110.05%0.05%0.05%Q2 2015Q2 20151
Coatue Management 110.00%0.00%0.00%Q4 2019Q4 20191
CITIZENS FINANCIAL GROUP INC/RI 110.00%0.00%0.00%Q1 2020Q1 20201
CHIRON CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
BOGLE INVESTMENT MANAGEMENT L P /DE/ 110.42%0.42%0.42%Q4 2020Q4 20201
Spectrum Management Group, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
ArrowMark Colorado Holdings LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Summit Global Investments 110.02%0.02%0.02%Q2 2023Q2 20231
Prestige Wealth Management Group LLC 110.00%0.00%0.00%Q4 2018Q4 20181
IBEX WEALTH ADVISORS 110.00%0.00%0.00%Q4 2016Q4 20161
BURNHAM ASSET MANAGEMENT CORP /NY/ 110.06%0.06%0.06%Q2 2016Q2 20161
Tourbillon Capital Partners, L.P. 110.22%0.22%0.22%Q4 2016Q4 20161
JANICZEK WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Zweig-DiMenna Associates LLC 110.27%0.27%0.27%Q2 2017Q2 20171
McElhenny Sheffield Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Alpine Global Management, LLC 110.04%0.04%0.04%Q2 2015Q2 20151
Independent Portfolio Consultants, Inc. 110.09%0.09%0.09%Q2 2017Q2 20171
LGT Financial Advisors LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Cerebellum GP, LLC 110.29%0.29%0.29%Q3 2020Q3 20201
LAKEWOOD CAPITAL MANAGEMENT, LP 111.02%1.02%1.02%Q2 2013Q2 20131
Jane Street Holding, LLC 110.01%0.01%0.01%Q3 2013Q3 20131
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
MIRABELLA FINANCIAL SERVICES LLP 110.12%0.12%0.12%Q2 2021Q2 20211
Diversified Trust Co 110.02%0.02%0.02%Q4 2020Q4 20201
CIGNA INVESTMENTS INC /NEW 110.01%0.01%0.01%Q1 2021Q1 20211
CenturyLink Investment Management Co 110.10%0.10%0.10%Q2 2014Q2 20141
Horan Securities, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
XTX MARKETS LLC 110.62%0.62%0.62%Q4 2020Q4 20201
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
West Tower Group, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Advisors Preferred, LLC 110.13%0.13%0.13%Q3 2018Q3 20181
WESTWOOD HOLDINGS GROUP INC 110.01%0.01%0.01%Q4 2015Q4 20151
United Community Bank 110.08%0.08%0.08%Q3 2023Q3 20231
DRW Securities, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Nachman Norwood & Parrott, Inc 110.02%0.02%0.02%Q3 2020Q3 20201
CIM INVESTMENT MANAGEMENT INC 110.10%0.10%0.10%Q1 2019Q1 20191
Ibex Investors LLC 110.15%0.15%0.15%Q4 2017Q4 20171
Trellus Management Company, LLC 110.73%0.73%0.73%Q1 2023Q1 20231
Arlington Trust Co LLC 110.01%0.01%0.01%Q3 2023Q3 20231
BerganKDV Wealth Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
MUNDER CAPITAL MANAGEMENT 110.00%0.00%0.00%Q2 2014Q2 20141
LORD, ABBETT & CO. LLC 110.03%0.03%0.03%Q1 2017Q1 20171
Leucadia National 110.01%0.01%0.01%Q2 2023Q2 20231
SouthState Corp 110.03%0.03%0.03%Q4 2017Q4 20171
BRADLEY FOSTER & SARGENT INC/CT 110.04%0.04%0.04%Q4 2019Q4 20191
Interchange Capital Partners, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
NewSquare Capital LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Simplicity Solutions, LLC 110.04%0.04%0.04%Q1 2017Q1 20171
Price Capital Management, Inc. 110.64%0.64%0.64%Q4 2017Q4 20171
Cordant, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Tidal Investments LLC 110.01%0.01%0.01%Q1 2023Q1 20231
External links

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