RMR GROUP INC shareholder history

Current and past RMR GROUP INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
AllSquare Wealth Management LLC 32320.00%0.00%0.00%Q4 2015Q3 202332
VANGUARD GROUP INC 32320.00%0.00%0.00%Q4 2015Q3 202332
Legal & General Group Plc 32320.00%0.00%0.00%Q4 2015Q3 202332
Zurcher Kantonalbank (Zurich Cantonalbank) 32320.00%0.00%0.00%Q4 2015Q3 202332
ROYAL BANK OF CANADA 32320.00%0.00%0.00%Q4 2015Q3 202332
GEODE CAPITAL MANAGEMENT, LLC 32320.00%0.00%0.00%Q4 2015Q3 202332
DIMENSIONAL FUND ADVISORS LP 32320.00%0.00%0.01%Q4 2015Q3 202332
AMERICAN INTERNATIONAL GROUP, INC. 32320.00%0.00%0.00%Q4 2015Q3 202332
WELLS FARGO & COMPANY/MN 32320.00%0.00%0.00%Q4 2015Q3 202332
UBS Group AG 32320.00%0.00%0.00%Q4 2015Q3 202332
STATE STREET CORP 32320.00%0.00%0.00%Q4 2015Q3 202332
BANK OF AMERICA CORP /DE/ 32320.00%0.00%0.00%Q4 2015Q3 202332
NEW YORK STATE COMMON RETIREMENT FUND 32320.00%0.00%0.00%Q4 2015Q3 202332
DEUTSCHE BANK AG\ 32320.00%0.00%0.00%Q4 2015Q3 202332
PNC FINANCIAL SERVICES GROUP, INC. 32320.00%0.00%0.00%Q4 2015Q3 202332
GREAT WEST LIFE ASSURANCE CO /CAN/ 32320.00%0.00%0.00%Q4 2015Q3 202332
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 32320.00%0.00%0.00%Q4 2015Q3 202332
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 32320.00%0.00%0.00%Q4 2015Q3 202332
Swiss National Bank 32320.00%0.00%0.00%Q4 2015Q3 202332
CITIGROUP INC 32320.00%0.00%0.11%Q4 2015Q3 202332
BNP PARIBAS FINANCIAL MARKETS 32320.00%0.00%0.00%Q4 2015Q3 202332
US BANCORP \DE\ 32320.00%0.00%0.00%Q4 2015Q3 202332
BlackRock Inc. 32320.00%0.00%0.00%Q4 2015Q3 202332
GOLDMAN SACHS GROUP INC 32320.00%0.00%0.00%Q4 2015Q3 202332
JPMORGAN CHASE & CO 32320.00%0.00%0.00%Q4 2015Q3 202332
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 32320.00%0.00%0.00%Q4 2015Q3 202332
NORTHERN TRUST CORP 32320.00%0.00%0.00%Q4 2015Q3 202332
MORGAN STANLEY 32320.00%0.00%0.00%Q4 2015Q3 202332
Bank of New York Mellon Corp 32320.00%0.00%0.00%Q4 2015Q3 202332
SEI INVESTMENTS CO 31310.00%0.00%0.00%Q4 2015Q2 202331
Invesco Ltd. 3010.00%0.00%0.00%Q4 2015Q3 202331
North Star Investment Management Corp. 17140.00%0.00%0.00%Q4 2015Q3 202331
BARCLAYS PLC 19120.00%0.00%0.00%Q4 2015Q3 202331
CREDIT SUISSE AG/ 3010.00%0.00%0.00%Q4 2015Q3 202331
PRICE T ROWE ASSOCIATES INC /MD/ 31310.00%0.00%0.00%Q1 2016Q3 202331
METROPOLITAN LIFE INSURANCE CO/NY 3010.00%0.00%0.00%Q4 2015Q3 202331
IFP Advisors, Inc 17140.00%0.00%0.00%Q4 2015Q3 202331
ROYCE & ASSOCIATES LP 31310.01%0.06%0.19%Q1 2016Q3 202331
BESSEMER GROUP INC 2910.00%0.00%0.01%Q4 2015Q3 202330
RHUMBLINE ADVISERS 2910.00%0.00%0.00%Q1 2016Q3 202330
ALLIANCEBERNSTEIN L.P. 30300.00%0.00%0.00%Q2 2016Q3 202330
FMR LLC 2910.00%0.00%0.00%Q4 2015Q3 202330
GROUP ONE TRADING, L.P. 2910.00%0.00%0.00%Q4 2015Q2 202330
Renaissance Technologies 30300.00%0.02%0.03%Q2 2016Q3 202330
LOS ANGELES CAPITAL MANAGEMENT LLC 30300.00%0.00%0.01%Q2 2016Q3 202330
PITTENGER & ANDERSON INC 29290.00%0.00%0.00%Q1 2016Q1 202329
FARMERS & MERCHANTS INVESTMENTS INC 2810.00%0.00%0.01%Q4 2015Q2 202329
TCI Wealth Advisors, Inc. 2810.00%0.00%0.00%Q4 2015Q1 202329
BENJAMIN F. EDWARDS & COMPANY, INC. 29290.00%0.00%0.00%Q3 2016Q3 202329
GLOBEFLEX CAPITAL L P 2710.00%0.14%0.39%Q4 2015Q3 202328
STRS OHIO 16120.00%0.00%0.00%Q4 2015Q3 202328
Baystate Wealth Management LLC 28280.00%0.00%0.00%Q4 2016Q3 202328
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 2350.00%0.00%0.00%Q2 2016Q3 202328
Parallel Advisors, LLC 28280.00%0.00%0.00%Q4 2016Q3 202328
Russell Investments Group, Ltd. 28280.00%0.01%0.06%Q4 2016Q3 202328
Capital Analysts, LLC 2310.00%0.00%0.00%Q4 2015Q3 202328
Tower Research Capital LLC (TRC) 1510.00%0.00%0.01%Q4 2015Q3 202327
Engine Capital Management, LP 1890.23%4.35%16.42%Q1 2016Q3 202327
Ameritas Investment Partners, Inc. 27270.00%0.00%0.00%Q1 2017Q3 202327
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 2610.00%0.00%0.00%Q4 2015Q3 202227
MACQUARIE GROUP LTD 14130.00%0.00%0.00%Q4 2015Q3 202227
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2210.00%0.03%0.12%Q4 2015Q3 202327
Gemmer Asset Management LLC 26260.00%0.00%0.00%Q4 2015Q1 202226
TWO SIGMA ADVISERS, LP 2240.00%0.00%0.01%Q1 2017Q3 202326
Citadel Advisors 20200.00%0.00%0.00%Q4 2018Q3 202326
Steward Partners Investment Advisory, LLC 1880.00%0.00%0.00%Q4 2016Q3 202326
ASSETMARK, INC 910.00%0.00%0.00%Q1 2016Q3 202326
FIRST MANHATTAN CO. LLC. 26260.00%0.00%0.00%Q1 2017Q2 202326
AXA S.A. 1410.00%0.01%0.02%Q4 2015Q3 202326
SIGNATUREFD, LLC 2240.00%0.00%0.00%Q4 2015Q2 202326
PARAMETRIC PORTFOLIO ASSOCIATES LLC 26260.00%0.00%0.00%Q4 2015Q1 202226
MARTINGALE ASSET MANAGEMENT L P 1710.00%0.03%0.04%Q4 2015Q3 202326
PANAGORA ASSET MANAGEMENT INC 2330.00%0.01%0.02%Q4 2015Q1 202326
CWM, LLC 1430.00%0.00%0.00%Q1 2016Q3 202325
BANK OF MONTREAL /CAN/ 2410.00%0.00%0.00%Q4 2015Q2 202225
VICTORY CAPITAL MANAGEMENT INC 25250.00%0.00%0.01%Q1 2017Q1 202325
ACADIAN ASSET MANAGEMENT LLC 25250.00%0.07%0.20%Q4 2015Q4 202125
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 2230.00%0.00%0.00%Q1 2017Q3 202325
Sound Income Strategies, LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
MetLife Investment Management, LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
PRUDENTIAL FINANCIAL INC 2310.00%0.00%0.01%Q4 2015Q1 202224
FULLER & THALER ASSET MANAGEMENT, INC. 24240.00%0.02%0.05%Q3 2016Q2 202224
AdvisorNet Financial, Inc 24240.00%0.00%0.00%Q4 2017Q3 202324
MANUFACTURERS LIFE INSURANCE COMPANY, THE 12120.00%0.00%0.00%Q4 2015Q1 202224
Geneos Wealth Management Inc. 24240.00%0.00%0.00%Q1 2016Q4 202124
KNOTT DAVID M 24240.00%0.00%0.00%Q4 2015Q3 202124
ENTERPRISE FINANCIAL SERVICES CORP 23230.00%0.00%0.00%Q4 2015Q2 202123
Highlander Capital Management, LLC 1110.00%0.00%0.00%Q4 2015Q3 202323
Founders Capital Management 1110.00%0.00%0.00%Q2 2017Q4 202323
Hawk Ridge Capital Management 23230.18%3.44%6.77%Q4 2015Q2 202123
Ironwood Financial, llc 23230.00%0.00%0.00%Q1 2016Q3 202123
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 23230.00%0.00%0.00%Q4 2015Q2 202123
VALLEY NATIONAL ADVISERS INC 23230.00%0.00%0.00%Q2 2016Q4 202123
BOOTHBAY FUND MANAGEMENT, LLC 12110.06%0.25%0.67%Q4 2015Q1 202223
FIRST TRUST ADVISORS LP 1390.00%0.00%0.01%Q3 2017Q3 202322
Sonora Investment Management, LLC 22220.00%0.00%0.01%Q4 2015Q1 202122
MILLENNIUM MANAGEMENT LLC 810.00%0.00%0.04%Q2 2016Q3 202322
Patriot Financial Group Insurance Agency, LLC 1750.00%0.01%0.02%Q4 2016Q2 202222
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
FEDERATED HERMES, INC. 1740.00%0.02%0.04%Q1 2018Q3 202321
Advisory Services Network, LLC 1310.00%0.00%0.02%Q1 2016Q1 202321
FIFTH THIRD BANCORP 1830.00%0.00%0.00%Q4 2015Q3 202321
GUGGENHEIM CAPITAL LLC 1410.00%0.00%0.01%Q4 2015Q3 202321
CREATIVE FINANCIAL DESIGNS INC /ADV 1710.00%0.00%0.01%Q4 2016Q3 202321
NEXT Financial Group, Inc 820.00%0.00%0.00%Q4 2015Q4 202120
Larson Financial Group LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
American Portfolios Advisors 20200.00%0.00%0.02%Q4 2017Q3 202220
Nuveen Asset Management, LLC 1820.00%0.00%0.01%Q1 2016Q3 202320
DUNCKER STREETT & CO INC 1550.00%0.01%0.02%Q4 2015Q4 202020
Eukles Asset Management 20200.00%0.00%0.00%Q4 2018Q3 202320
Quinn Opportunity Partners LLC 20200.06%0.37%0.61%Q4 2018Q3 202320
AMERIPRISE FINANCIAL INC 20200.00%0.00%0.00%Q3 2018Q2 202320
BREWIN DOLPHIN LTD 20200.00%0.00%0.00%Q3 2017Q2 202220
Private Capital Group, LLC 19190.00%0.00%0.00%Q4 2017Q2 202219
Archer Investment Corp 1630.00%0.00%0.00%Q4 2018Q3 202319
GLENMEDE TRUST CO NA 1180.00%0.00%0.00%Q4 2015Q3 202019
TSFG, LLC 19190.00%0.00%0.00%Q1 2019Q3 202319
NORGES BANK 1710.00%0.00%0.00%Q4 2015Q3 202219
QUADRANT CAPITAL GROUP LLC 810.00%0.00%0.00%Q4 2015Q3 202319
LAZARD ASSET MANAGEMENT LLC 840.00%0.00%0.00%Q4 2015Q3 202319
First Horizon Advisors, Inc. 1210.00%0.00%0.00%Q4 2015Q3 202319
VOYA INVESTMENT MANAGEMENT LLC 630.00%0.00%0.00%Q2 2017Q3 202319
UBS ASSET MANAGEMENT AMERICAS INC 910.00%0.00%0.00%Q4 2015Q3 202319
AMERICAN CENTURY COMPANIES INC 720.00%0.00%0.00%Q1 2017Q3 202319
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 1540.00%0.07%0.12%Q2 2016Q3 202319
Truvestments Capital LLC 810.00%0.00%0.01%Q3 2018Q3 202318
Financial Architects, Inc 18180.00%0.00%0.00%Q1 2016Q2 202018
ACCURATE INVESTMENT SOLUTIONS, INC. 18180.00%0.00%0.00%Q4 2015Q1 202018
LADENBURG THALMANN FINANCIAL SERVICES INC. 17170.00%0.00%0.00%Q4 2015Q4 201917
Pensionfund Sabic 17170.01%0.04%0.07%Q4 2015Q4 201917
Lindbrook Capital, LLC 1430.00%0.00%0.00%Q4 2018Q3 202317
TWO SIGMA INVESTMENTS, LP 810.00%0.01%0.03%Q1 2017Q3 202317
MACKENZIE FINANCIAL CORP 17170.00%0.01%0.03%Q4 2016Q4 202017
PRINCIPAL FINANCIAL GROUP INC 1110.00%0.00%0.00%Q2 2017Q2 202217
Robeco Institutional Asset Management B.V. 17170.00%0.00%0.01%Q3 2019Q3 202317
Pensionfund DSM Netherlands 17170.01%0.04%0.11%Q4 2015Q4 201917
NISA INVESTMENT ADVISORS, LLC 910.00%0.00%0.01%Q1 2017Q3 202317
DENALI ADVISORS LLC 1610.00%0.10%0.38%Q3 2017Q3 202217
IndexIQ Advisors LLC 880.01%0.03%0.10%Q2 2017Q4 202116
WHITTIER TRUST CO 1510.00%0.00%0.00%Q4 2015Q1 202316
ENVESTNET ASSET MANAGEMENT INC 810.00%0.00%0.00%Q4 2016Q3 202316
Prestige Wealth Management Group LLC 1510.00%0.00%0.00%Q4 2018Q3 202316
Community Bank of Raymore 15150.13%0.38%0.60%Q4 2015Q2 201915
THIRD AVENUE MANAGEMENT LLC 15150.05%0.10%0.15%Q1 2020Q3 202315
Zebra Capital Management LLC 870.13%0.46%1.00%Q1 2018Q4 202215
AQR Capital Management 1110.00%0.00%0.00%Q1 2017Q1 202215
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
Clearstead Advisors, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
SEIZERT CAPITAL PARTNERS, LLC 960.02%0.08%0.18%Q1 2017Q3 202315
Harvest Fund Management Co., Ltd 14140.00%0.00%0.02%Q4 2016Q1 202014
TEACHERS ADVISORS, LLC 14140.00%0.00%0.00%Q4 2015Q1 201914
TIAA CREF INVESTMENT MANAGEMENT LLC 14140.00%0.00%0.00%Q4 2015Q1 201914
TUDOR INVESTMENT CORP ET AL 910.01%0.01%0.02%Q1 2016Q3 202214
Aperio Group, LLC 14140.00%0.00%0.00%Q3 2017Q4 202014
Versant Capital Management, Inc 14140.00%0.00%0.00%Q4 2015Q1 201914
Royal Fund Management, LLC 14140.00%0.00%0.00%Q4 2016Q1 202014
Alberta Investment Management Corp 770.00%0.01%0.02%Q1 2019Q2 202314
Global Retirement Partners, LLC 420.00%0.00%0.00%Q4 2016Q4 202214
Wealthspire Advisors, L.P. 14140.00%0.00%0.00%Q4 2015Q1 201914
CAPTRUST FINANCIAL ADVISORS 950.00%0.00%0.00%Q3 2018Q2 202214
WASHINGTON TRUST BANK 14140.00%0.00%0.00%Q4 2015Q1 201914
MCF Advisors LLC 14140.00%0.00%0.00%Q4 2015Q1 201914
Cubist Systematic Strategies, LLC 510.00%0.01%0.01%Q4 2017Q3 202314
Western Standard LLC 14140.33%3.88%6.31%Q2 2019Q3 202214
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 820.00%0.00%0.01%Q4 2015Q3 202313
Pacific Ridge Capital Partners, LLC 13130.09%0.16%0.19%Q3 2020Q3 202313
Spark Investment Management LLC 13130.02%0.14%0.25%Q1 2016Q1 201913
MACKAY SHIELDS LLC 13130.00%0.01%0.03%Q1 2018Q1 202113
THRIVENT FINANCIAL FOR LUTHERANS 410.00%0.00%0.00%Q4 2015Q3 202313
EdgePoint Investment Group Inc. 13130.07%0.09%0.14%Q2 2019Q2 202213
GOBI CAPITAL LLC 13131.11%7.63%15.35%Q4 2016Q4 201913
AJO, LP 1210.00%0.02%0.04%Q3 2016Q4 201913
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 310.00%0.00%0.00%Q4 2015Q3 202313
People's United Financial, Inc. 13130.00%0.01%0.02%Q4 2015Q4 201813
SALEM INVESTMENT COUNSELORS INC 12120.00%0.00%0.00%Q4 2020Q3 202312
McIlrath & Eck, LLC 12120.00%0.00%0.00%Q4 2018Q3 202112
PEOPLES FINANCIAL SERVICES CORP. 1110.00%0.00%0.00%Q3 2016Q3 201912
ISTHMUS PARTNERS, LLC 12120.00%0.00%0.00%Q4 2015Q3 201812
Unison Advisors LLC 12120.05%0.08%0.12%Q4 2020Q3 202312
Tekla Capital Management LLC 12120.00%0.01%0.02%Q4 2015Q3 201812
Wealthcare Advisory Partners LLC 1110.00%0.00%0.00%Q3 2017Q1 202112
SCHRODER INVESTMENT MANAGEMENT GROUP 12120.00%0.00%0.00%Q2 2017Q1 202012
WOLFF WIESE MAGANA LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
SG Americas Securities, LLC 420.00%0.00%0.00%Q4 2015Q1 202312
D. E. Shaw & Co., Inc. 610.00%0.00%0.00%Q1 2018Q1 202312
TCW GROUP INC 12120.01%0.07%0.14%Q1 2020Q4 202212
Nantahala Capital Management 12120.30%1.12%1.65%Q4 2020Q3 202312
Engineers Gate Manager LP 750.01%0.03%0.05%Q3 2019Q4 202212
Assenagon Asset Management S.A. 610.00%0.01%0.04%Q1 2019Q1 202312
SOA Wealth Advisors, LLC. 12120.00%0.00%0.00%Q4 2020Q3 202312
WINTON GROUP Ltd 510.01%0.02%0.04%Q2 2018Q3 202312
Certified Advisory Corp 1110.00%0.00%0.00%Q4 2017Q1 202112
Cambridge Investment Research Advisors, Inc. 12120.00%0.00%0.01%Q1 2017Q4 201912
ALPS ADVISORS INC 910.00%0.01%0.01%Q1 2017Q3 202312
Glassman Wealth Services 12120.00%0.00%0.00%Q2 2020Q1 202312
VIRGINIA RETIREMENT SYSTEMS ET AL 11110.00%0.00%0.01%Q1 2019Q3 202111
Garner Asset Management Corp 830.34%2.04%3.72%Q2 2017Q3 202311
Braun-Bostich & Associates Inc. 740.00%0.11%0.25%Q4 2017Q3 202011
ALBION FINANCIAL GROUP /UT 1010.00%0.00%0.00%Q4 2020Q3 202311
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 650.00%0.01%0.04%Q1 2018Q3 202311
HUNTINGTON NATIONAL BANK 810.00%0.00%0.00%Q4 2015Q1 201911
HSBC HOLDINGS PLC 510.00%0.00%0.00%Q4 2019Q3 202311
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
Joseph P. Lucia & Associates, LLC 640.00%0.00%0.00%Q1 2019Q3 202110
LOOMIS SAYLES & CO L P 10100.00%0.00%0.00%Q2 2016Q3 201810
PhiloSmith Capital Corp 10100.00%0.03%0.18%Q1 2019Q2 202110
Boston Partners 10100.00%0.00%0.00%Q2 2020Q3 202210
Syverson Strege & Co 10100.00%0.00%0.00%Q4 2020Q1 202310
BDO Wealth Advisors, LLC 10100.00%0.00%0.00%Q1 2021Q2 202310
JNBA Financial Advisors 10100.00%0.00%0.00%Q4 2015Q1 201810
JACOBS LEVY EQUITY MANAGEMENT, INC 710.01%0.01%0.02%Q2 2017Q3 202310
Accel Wealth Management 10100.00%0.01%0.01%Q4 2020Q1 202310
Man Group plc 610.00%0.01%0.02%Q2 2018Q3 202310
MCKINLEY CAPITAL MANAGEMENT LLC 910.00%0.06%0.21%Q4 2015Q1 201910
HC FINANCIAL ADVISORS INC 10100.00%0.00%0.00%Q1 2020Q2 202210
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.00%Q2 2018Q3 202010
LINCLUDEN MANAGEMENT LTD 990.77%0.88%0.97%Q3 2021Q3 20239
State of Tennessee, Treasury Department 520.00%0.00%0.00%Q4 2015Q3 20239
OMERS ADMINISTRATION Corp 410.00%0.01%0.01%Q4 2015Q2 20199
Trexquant Investment LP 310.01%0.02%0.06%Q2 2017Q3 20239
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 990.00%0.01%0.02%Q4 2015Q4 20179
Avior Wealth Management, LLC 630.00%0.00%0.00%Q4 2015Q3 20219
Allworth Financial LP 810.00%0.00%0.00%Q1 2018Q3 20239
Summit Global Investments 630.02%0.08%0.14%Q2 2017Q3 20239
FIRST QUADRANT LLC/CA 810.00%0.18%0.54%Q4 2015Q1 20209
HANCOCK WHITNEY CORP 540.01%0.05%0.13%Q2 2018Q2 20229
Financial Gravity Asset Management, Inc. 410.00%0.01%0.04%Q1 2018Q2 20239
Janney Montgomery Scott LLC 990.00%0.00%0.01%Q4 2017Q4 20199
CULLEN/FROST BANKERS, INC. 990.00%0.00%0.00%Q1 2021Q1 20239
RPG Investment Advisory, LLC 990.00%0.00%0.00%Q2 2017Q2 20199
Stone Ridge Asset Management LLC 990.02%0.04%0.06%Q4 2017Q4 20199
AUA CAPITAL MANAGEMENT, LLC 880.00%0.00%0.00%Q3 2020Q2 20228
CITY HOLDING CO 880.00%0.00%0.00%Q4 2015Q3 20178
TOMPKINS FINANCIAL CORP 880.00%0.00%0.00%Q1 2022Q4 20238
THOMPSON SIEGEL & WALMSLEY LLC 880.00%0.11%0.18%Q1 2020Q4 20218
Nationwide Fund Advisors 880.00%0.00%0.00%Q4 2015Q3 20178
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 410.00%0.00%0.00%Q1 2017Q3 20238
Ranch Capital Advisors Inc. 880.00%0.00%0.01%Q4 2019Q3 20218
Amundi 710.00%0.00%0.00%Q3 2021Q3 20238
Advisors Asset Management, Inc. 880.00%0.00%0.00%Q4 2015Q3 20178
Allspring Global Investments Holdings, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
HighVista Strategies LLC 880.25%0.48%0.91%Q3 2016Q2 20188
Creative Planning 710.00%0.00%0.00%Q4 2015Q1 20238
Covestor Ltd 880.00%0.01%0.04%Q4 2021Q3 20238
NORWOOD FINANCIAL CORP 880.00%0.00%0.01%Q4 2021Q3 20238
TEACHER RETIREMENT SYSTEM OF TEXAS 530.00%0.00%0.01%Q4 2015Q3 20238
Cable Hill Partners, LLC 880.00%0.00%0.00%Q1 2017Q4 20188
Quantbot Technologies LP 420.00%0.01%0.02%Q2 2019Q3 20238
Grantham, Mayo, Van Otterloo & Co. LLC 530.00%0.00%0.00%Q2 2017Q2 20238
V3 Capital Management, L.P. 881.16%1.47%2.82%Q2 2019Q1 20218
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Winch Advisory Services, LLC 770.00%0.00%0.00%Q4 2015Q2 20177
GSA CAPITAL PARTNERS LLP 210.03%0.06%0.09%Q2 2016Q4 20227
CENTRAL TRUST Co 770.00%0.00%0.00%Q4 2015Q2 20177
SYNOVUS FINANCIAL CORP 610.00%0.00%0.00%Q4 2015Q2 20207
AMALGAMATED BANK 770.00%0.00%0.00%Q1 2022Q3 20237
Ranger International Management, LP 770.00%0.03%0.12%Q4 2015Q2 20177
Squarepoint Ops LLC 410.00%0.01%0.02%Q1 2019Q1 20227
STIFEL FINANCIAL CORP 770.00%0.00%0.00%Q1 2022Q3 20237
Manchester Capital Management LLC 770.00%0.00%0.00%Q3 2021Q1 20237
Bank of New Hampshire 770.00%0.00%0.00%Q1 2022Q3 20237
CIGNA INVESTMENTS INC /NEW 770.04%0.07%0.14%Q2 2018Q4 20197
Invenomic Capital Management LP 770.34%0.78%2.58%Q1 2020Q3 20217
CastleKnight Management LP 770.04%0.08%0.11%Q1 2022Q3 20237
D.A. DAVIDSON & CO. 770.00%0.00%0.00%Q4 2015Q2 20177
Rehmann Capital Advisory Group 770.00%0.00%0.00%Q1 2018Q3 20197
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Rockefeller Capital Management L.P. 610.00%0.00%0.00%Q2 2020Q4 20227
WFG Advisors, LP 770.00%0.00%0.00%Q4 2015Q2 20177
Sterling Capital Management LLC 510.01%0.02%0.03%Q3 2016Q3 20197
SUSQUEHANNA INTERNATIONAL GROUP, LLP 310.00%0.00%0.00%Q4 2016Q2 20237
Bowling Portfolio Management LLC 770.05%0.15%0.26%Q1 2018Q3 20197
Financial Management Professionals, Inc. 770.00%0.00%0.00%Q2 2016Q4 20177
Quadrature Capital Ltd 320.01%0.02%0.03%Q2 2019Q3 20237
OPTIMUM INVESTMENT ADVISORS 770.00%0.00%0.00%Q1 2018Q3 20197
Ruggie Capital Group 770.00%0.00%0.01%Q1 2017Q3 20187
WEDBUSH SECURITIES INC 770.03%0.03%0.04%Q1 2017Q3 20187
A.R.T. Advisors, LLC 410.02%0.02%0.04%Q1 2016Q3 20196
Highstreet Asset Management Inc. 660.00%0.00%0.00%Q3 2018Q4 20196
J. Goldman & Co LP 510.13%0.32%0.60%Q4 2015Q2 20196
CAMBRIDGE TRUST CO 660.00%0.00%0.00%Q4 2021Q1 20236
Archford Capital Strategies, LLC 660.00%0.00%0.00%Q4 2015Q1 20176
UNITED SERVICES AUTOMOBILE ASSOCIATION 660.00%0.00%0.00%Q1 2018Q2 20196
Graves Light Lenhart Wealth, Inc. 660.00%0.00%0.00%Q4 2020Q1 20226
CAPITAL ONE, NATIONAL ASSOCIATION 660.14%0.18%0.24%Q1 2017Q2 20186
STATE OF WISCONSIN INVESTMENT BOARD 660.00%0.00%0.00%Q1 2022Q2 20236
WHITTIER TRUST CO OF NEVADA INC 510.00%0.00%0.00%Q4 2015Q3 20206
Freestone Capital Holdings, LLC 310.00%0.03%0.05%Q1 2016Q4 20206
Advisors Capital Management, LLC 660.02%0.04%0.05%Q4 2015Q1 20176
SITTNER & NELSON, LLC 660.00%0.00%0.00%Q4 2020Q1 20226
Hilton Capital Management, LLC 660.00%0.00%0.00%Q2 2018Q3 20196
Atlas Private Wealth Advisors 660.00%0.00%0.00%Q2 2020Q3 20216
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Weaver Consulting Group 660.00%0.00%0.00%Q2 2019Q3 20206
PUTNAM INVESTMENTS LLC 420.00%0.00%0.00%Q4 2021Q3 20236
PRIVATE TRUST CO NA 660.00%0.00%0.00%Q2 2022Q3 20236
IHT Wealth Management, LLC 660.00%0.00%0.00%Q4 2016Q1 20186
PRELUDE CAPITAL MANAGEMENT, LLC 210.00%0.01%0.01%Q4 2015Q2 20196
Evercore Wealth Management, LLC 660.00%0.00%0.00%Q4 2015Q1 20176
KBC Group NV 660.00%0.00%0.00%Q4 2015Q1 20176
Independent Portfolio Consultants, Inc. 660.00%0.00%0.00%Q1 2016Q2 20176
SeaCrest Wealth Management, LLC 660.00%0.00%0.00%Q4 2017Q1 20196
Gladius Capital Management LP 660.00%0.00%0.00%Q2 2022Q3 20236
Acrospire Investment Management LLC 660.01%0.04%0.08%Q1 2016Q2 20176
Addison Advisors LLC 510.00%0.00%0.00%Q4 2020Q2 20226
SMITH ASSET MANAGEMENT GROUP LP 510.00%0.01%0.02%Q4 2015Q3 20206
BOSTON ADVISORS LLC 660.03%0.04%0.05%Q1 2018Q2 20196
Chicago Partners Investment Group LLC 660.00%0.00%0.00%Q2 2017Q3 20186
Edge Advisors, LLC 660.00%0.00%0.00%Q4 2016Q1 20186
OXFORD ASSET MANAGEMENT LLP 660.01%0.04%0.09%Q3 2018Q4 20196
Anchor Investment Management, LLC 310.00%0.00%0.00%Q1 2016Q2 20226
MARSHALL WACE, LLP 550.02%0.05%0.10%Q4 2018Q4 20195
Simplicity Solutions, LLC 550.01%0.02%0.03%Q3 2022Q3 20235
Clarus Wealth Advisors 550.00%0.00%0.00%Q2 2018Q2 20195
ELLINGTON MANAGEMENT GROUP LLC 320.02%0.04%0.05%Q1 2018Q3 20195
REGIONS FINANCIAL CORP 550.00%0.00%0.00%Q1 2018Q1 20195
WealthPLAN Partners, LLC 210.00%0.00%0.00%Q4 2015Q1 20235
Paloma Partners Management Co 210.01%0.01%0.02%Q4 2017Q4 20195
DUPONT CAPITAL MANAGEMENT CORP 310.00%0.01%0.01%Q4 2015Q3 20225
Allianz Asset Management GmbH 550.00%0.00%0.00%Q1 2017Q1 20185
LUCUS ADVISORS LLC 550.38%0.44%0.49%Q1 2017Q1 20185
BRIDGEWAY CAPITAL MANAGEMENT, LLC 550.01%0.01%0.02%Q2 2020Q2 20215
MOTCO 210.00%0.00%0.00%Q4 2015Q3 20225
Point72 Hong Kong Ltd 110.00%0.01%0.02%Q4 2018Q3 20225
HRT FINANCIAL LP 410.00%0.00%0.01%Q1 2021Q3 20235
Aquatic Capital Management LLC 410.00%0.01%0.01%Q4 2021Q1 20235
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 550.00%0.00%0.00%Q3 2016Q3 20175
BlackRock Group LTD 550.00%0.00%0.00%Q4 2015Q4 20165
MSI Financial Services Inc 550.00%0.00%0.00%Q4 2015Q4 20165
QS Investors, LLC 320.00%0.00%0.01%Q4 2015Q1 20175
DekaBank Deutsche Girozentrale 550.01%0.01%0.01%Q1 2018Q1 20195
Jupiter Investment Management Ltd 550.00%0.01%0.02%Q1 2017Q1 20185
BlackRock Institutional Trust Company, N.A. 550.00%0.00%0.00%Q4 2015Q4 20165
TRUIST FINANCIAL CORP 210.00%0.00%0.00%Q4 2015Q3 20235
BlackRock Fund Advisors 550.00%0.00%0.00%Q4 2015Q4 20165
CAPITAL FUND MANAGEMENT S.A. 550.00%0.00%0.00%Q4 2018Q4 20195
Convergence Investment Partners, LLC 550.05%0.09%0.14%Q2 2018Q2 20195
OneDigital Investment Advisors LLC 550.00%0.00%0.00%Q2 2017Q2 20185
Elmwood Wealth Management, Inc. 410.00%0.00%0.00%Q1 2018Q1 20205
Hudock, Inc. 550.00%0.00%0.00%Q4 2015Q4 20165
Knott David M Jr 550.00%0.00%0.01%Q4 2021Q4 20225
CHICAGO EQUITY PARTNERS LLC 310.01%0.05%0.13%Q4 2015Q3 20185
Private Ocean, LLC 310.00%0.00%0.00%Q1 2018Q1 20235
Stonebridge Capital Advisors LLC 550.00%0.00%0.00%Q2 2019Q2 20205
BLACKROCK ADVISORS LLC 550.00%0.00%0.00%Q4 2015Q4 20165
BlackRock Investment Management, LLC 550.00%0.00%0.00%Q4 2015Q4 20165
CADENCE CAPITAL MANAGEMENT LLC 550.06%0.10%0.12%Q2 2017Q2 20185
Barnett & Company, Inc. 440.01%0.01%0.01%Q1 2016Q4 20164
ALPHA WINDWARD LLC 440.00%0.01%0.02%Q4 2015Q3 20164
Realta Investment Advisors 440.00%0.00%0.00%Q1 2019Q4 20194
Tradewinds Capital Management, LLC 310.00%0.00%0.00%Q4 2015Q4 20164
WESTPORT RESOURCES MANAGEMENT INC 440.00%0.00%0.00%Q4 2015Q3 20164
Live Oak Investment Partners 440.00%0.00%0.00%Q4 2022Q3 20234
ZACKS INVESTMENT MANAGEMENT 220.01%0.02%0.04%Q2 2018Q3 20214
JAMES INVESTMENT RESEARCH INC 440.00%0.00%0.00%Q4 2015Q3 20164
Colonial Trust Co / SC 440.00%0.00%0.00%Q4 2022Q3 20234
Hill Winds Capital LP 440.95%3.87%5.68%Q2 2019Q1 20204
Blume Capital Management, Inc. 220.00%0.00%0.00%Q4 2015Q4 20164
Riggs Asset Managment Co. Inc. 440.00%0.00%0.00%Q4 2015Q3 20164
Wealth Quarterback LLC 220.00%0.00%0.00%Q4 2019Q3 20214
Capital Investment Advisory Services, LLC 440.00%0.00%0.00%Q4 2018Q3 20194
Tarbox Family Office, Inc. 310.00%0.00%0.00%Q4 2015Q4 20194
Integrated Wealth Management 440.00%0.00%0.00%Q4 2015Q3 20164
Hillsdale Investment Management Inc. 440.00%0.01%0.01%Q3 2022Q2 20234
MASSMUTUAL TRUST CO FSB/ADV 310.00%0.00%0.00%Q3 2017Q3 20234
Householder Group Estate & Retirement Specialist, LLC 310.01%0.03%0.06%Q3 2022Q3 20234
Connor, Clark & Lunn Investment Management Ltd. 310.00%0.00%0.01%Q2 2019Q3 20234
BB&T INVESTMENT SERVICES, INC. 440.00%0.00%0.00%Q1 2017Q4 20174
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Sowell Financial Services LLC 210.00%0.00%0.00%Q4 2016Q4 20204
Crosspoint Capital Strategies, LLC 440.00%0.00%0.00%Q1 2017Q4 20174
Cetera Advisor Networks LLC 310.00%0.01%0.02%Q3 2018Q2 20204
NewEdge Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Asset Management One Co., Ltd. 310.00%0.00%0.00%Q1 2016Q3 20234
REILLY FINANCIAL ADVISORS, LLC 440.01%0.01%0.02%Q3 2018Q2 20194
WASHINGTON TRUST Co 310.00%0.00%0.00%Q2 2018Q1 20214
ALGERT GLOBAL LLC 440.01%0.04%0.08%Q4 2021Q3 20224
CALDWELL SUTTER CAPITAL, INC. 440.06%0.08%0.12%Q4 2022Q3 20234
Aevitas Wealth Management, Inc. 220.00%0.00%0.00%Q4 2017Q1 20194
MENTA CAPITAL LLC 210.04%0.13%0.34%Q4 2016Q2 20194
Advisory Alpha, LLC 210.00%0.00%0.00%Q1 2019Q3 20204
Ahrens Investment Partners LLC 310.00%0.00%0.00%Q4 2021Q1 20234
State of Wyoming 440.03%0.05%0.06%Q4 2022Q3 20234
Campbell & CO Investment Adviser LLC 110.10%0.20%0.30%Q2 2018Q2 20204
PhiloSmith Capital Corp 440.00%0.00%0.00%Q3 2021Q2 20224
Winslow, Evans & Crocker, Inc. 440.00%0.00%0.00%Q4 2015Q3 20164
Vantage Investment Advisors, LLC 440.00%0.00%0.00%Q4 2015Q3 20164
InvenTrust Properties Corp. 440.00%0.00%0.01%Q4 2015Q3 20164
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 440.00%0.00%0.00%Q4 2022Q3 20234
Colonial Trust Advisors 440.00%0.00%0.00%Q4 2022Q3 20234
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
Numeric Investors LLC 210.00%0.01%0.03%Q4 2015Q4 20174
Arkadios Wealth Advisors 440.00%0.00%0.00%Q4 2020Q3 20214
Mascoma Wealth Management LLC 440.00%0.00%0.00%Q4 2016Q3 20174
C-J Advisory, Inc. 440.00%0.00%0.00%Q4 2017Q3 20184
Linden Thomas Advisory Services, LLC 440.24%0.25%0.27%Q4 2022Q3 20234
RPg Family Wealth Advisory, LLC 210.01%0.01%0.01%Q2 2018Q4 20194
DEERE & CO 440.02%0.03%0.04%Q4 2015Q3 20164
LPL Financial LLC 210.00%0.00%0.00%Q4 2015Q3 20234
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 440.01%0.01%0.01%Q3 2020Q2 20214
Kavar Capital Partners, LLC 210.00%0.00%0.00%Q4 2015Q2 20194
Freedom Investment Management, Inc. 210.01%0.02%0.04%Q2 2018Q4 20223
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.00%0.00%0.00%Q4 2020Q1 20233
Cutler Group LLC / CA 330.00%0.00%0.00%Q1 2016Q3 20163
Kistler-Tiffany Companies, LLC 330.00%0.00%0.00%Q4 2015Q2 20163
ACCIDENT COMPENSATION CORP 330.04%0.06%0.08%Q4 2015Q2 20163
FinTrust Capital Advisors, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
ELEMENT CAPITAL MANAGEMENT LLC 210.01%0.01%0.01%Q1 2018Q1 20193
XTX Topco Ltd 210.05%0.06%0.07%Q3 2022Q3 20233
Opus Capital Group, LLC 210.03%0.52%0.78%Q4 2015Q1 20183
Oakworth Capital, Inc. 330.00%0.00%0.00%Q4 2015Q2 20163
LSV ASSET MANAGEMENT 330.00%0.00%0.01%Q4 2015Q2 20163
Bruderman Asset Management, LLC 210.00%0.00%0.00%Q3 2016Q2 20173
SMH CAPITAL ADVISORS INC 330.64%0.84%0.95%Q3 2020Q1 20213
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. 330.00%0.01%0.02%Q2 2016Q4 20163
Corsair Capital Management 330.10%0.15%0.20%Q1 2023Q3 20233
Baker Avenue Asset Management, LP 330.00%0.00%0.00%Q4 2022Q2 20233
FIRST HAWAIIAN BANK 330.00%0.00%0.00%Q3 2018Q1 20193
Orinda Asset Management LLC 330.03%0.22%0.57%Q4 2015Q2 20163
RATIONAL ADVISORS LLC 330.15%0.18%0.20%Q1 2017Q3 20173
Petrus Trust Company, LTA 210.02%0.04%0.05%Q2 2019Q3 20203
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
JOYN Advisors, Inc. 330.00%0.00%0.01%Q1 2018Q3 20183
Stratos Wealth Partners, LTD. 210.00%0.00%0.00%Q4 2017Q3 20183
BARROW HANLEY MEWHINNEY & STRAUSS LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Flat Footed LLC 210.16%0.87%1.37%Q4 2021Q3 20223
BALYASNY ASSET MANAGEMENT L.P. 110.00%0.01%0.02%Q1 2017Q2 20213
ICA Group Wealth Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Eventide Asset Management 330.00%0.00%0.00%Q4 2015Q2 20163
CONFLUENCE INVESTMENT MANAGEMENT LLC 330.03%0.08%0.11%Q4 2017Q2 20183
HARBOR INVESTMENT ADVISORY, LLC 330.00%0.00%0.00%Q2 2022Q4 20223
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
FSA Wealth Management LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Hexavest Inc. 330.00%0.00%0.00%Q4 2015Q2 20163
Marshall Wace North America L.P. 210.00%0.01%0.02%Q2 2017Q4 20193
Krilogy Financial LLC 330.00%0.00%0.00%Q4 2015Q2 20163
AMUNDI ASSET MANAGEMENT US, INC. 330.00%0.00%0.00%Q1 2018Q3 20183
One Wealth Advisors, LLC 210.00%0.10%0.16%Q2 2018Q1 20193
Edge Wealth Management LLC 330.00%0.00%0.00%Q2 2016Q4 20163
Quantitative Systematic Strategies LLC 210.05%0.09%0.16%Q4 2018Q4 20193
ExodusPoint Capital Management, LP 210.00%0.00%0.00%Q4 2019Q2 20233
KANALY TRUST CO 330.00%0.00%0.00%Q1 2016Q3 20163
Smithfield Trust Co 210.00%0.00%0.00%Q4 2015Q3 20163
CIBC Private Wealth Group, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
RITHOLTZ WEALTH MANAGEMENT 330.01%0.02%0.02%Q1 2023Q3 20233
Financial Gravity Companies, Inc. 210.01%0.02%0.04%Q4 2017Q4 20183
Cypress Capital, LLC 330.00%0.00%0.01%Q4 2020Q2 20213
PDT Partners, LLC 330.01%0.02%0.02%Q3 2016Q1 20173
NN Investment Partners Holdings N.V. 330.00%0.00%0.00%Q1 2016Q3 20163
SIGNET FINANCIAL MANAGEMENT, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
AVIVA PLC 330.01%0.02%0.02%Q4 2019Q2 20203
UMB Bank, n.a. 330.00%0.00%0.00%Q4 2021Q2 20223
Zimmer Partners, LP 330.13%0.27%0.37%Q2 2019Q4 20193
State of New Jersey Common Pension Fund D 330.01%0.01%0.01%Q3 2019Q1 20203
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. 330.12%0.19%0.27%Q4 2019Q2 20203
Employees Retirement System of Texas 330.00%0.02%0.04%Q4 2015Q2 20163
Gradient Investments LLC 110.00%0.00%0.00%Q1 2016Q1 20193
RMR Wealth Builders 210.00%0.00%0.00%Q4 2019Q1 20213
FIRST FINANCIAL CORP /IN/ 210.00%0.00%0.00%Q4 2015Q3 20203
Sandy Spring Bank 220.00%0.00%0.00%Q2 2017Q3 20172
Summit Wealth Group, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q2 2019Q1 20232
HARTFORD INVESTMENT MANAGEMENT CO 220.01%0.01%0.01%Q2 2018Q3 20182
Clear Harbor Asset Management, LLC 110.00%0.00%0.00%Q4 2019Q3 20202
Meixler Investment Management, Ltd. 110.20%0.20%0.20%Q1 2023Q3 20232
Tidal Investments LLC 220.01%0.01%0.01%Q1 2022Q2 20222
Hikari Power Ltd 220.03%0.03%0.03%Q2 2018Q3 20182
RAYMOND JAMES & ASSOCIATES 220.00%0.00%0.00%Q2 2018Q3 20182
BlackRock Japan Co. Ltd 220.00%0.00%0.00%Q1 2016Q2 20162
EverSource Wealth Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
HOWE & RUSLING INC 220.00%0.00%0.00%Q4 2015Q1 20162
DELTA ASSET MANAGEMENT LLC/TN 220.00%0.00%0.00%Q4 2015Q1 20162
Transamerica Financial Advisors, Inc. 220.00%0.00%0.00%Q4 2015Q1 20162
Dakota Community Bank & Trust NA 220.00%0.00%0.00%Q2 2023Q3 20232
Parasol Investment Management, LLC 220.00%0.00%0.00%Q4 2015Q1 20162
MEEDER ASSET MANAGEMENT INC 220.00%0.00%0.00%Q4 2015Q1 20162
Gupta Wealth Management LLC 220.00%0.00%0.00%Q4 2015Q1 20162
Walleye Trading LLC 110.00%0.00%0.00%Q4 2015Q4 20162
MGO ONE SEVEN LLC 220.00%0.00%0.00%Q4 2017Q1 20182
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.00%0.00%0.00%Q2 2016Q3 20182
Orion Portfolio Solutions, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
RUSSELL FRANK CO/ 220.00%0.00%0.00%Q4 2015Q1 20162
BlueCrest Capital Management Ltd 110.01%0.01%0.01%Q1 2018Q1 20192
ERTS Wealth Advisors, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
NorthCoast Asset Management LLC 220.03%0.03%0.03%Q2 2019Q3 20192
Jump Financial, LLC 110.01%0.01%0.01%Q3 2022Q3 20232
Indaba Capital Management, L.P. 224.54%4.93%5.32%Q2 2019Q3 20192
Mariner, LLC 220.01%0.01%0.01%Q2 2018Q3 20182
MV CAPITAL MANAGEMENT, INC. 220.00%0.00%0.00%Q2 2018Q3 20182
ADVANTAGE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2015Q3 20162
Aurora Investment Counsel 220.42%0.56%0.70%Q3 2018Q4 20182
First City Capital Management, Inc. 220.00%0.00%0.00%Q4 2015Q1 20162
Farmers National Bank 220.00%0.01%0.01%Q1 2019Q2 20192
Avestar Capital, LLC 220.03%0.04%0.05%Q1 2021Q2 20212
FourThought Financial, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
PEAR TREE ADVISORS INC 220.01%0.01%0.01%Q4 2015Q1 20162
DREMAN VALUE MANAGEMENT, L L C 220.00%0.01%0.01%Q4 2015Q1 20162
CIM, LLC 220.08%0.08%0.09%Q2 2018Q3 20182
Zions Bancorporation, N.A. 220.00%0.00%0.00%Q1 2022Q2 20222
Athanor Capital, LP 110.02%0.23%0.44%Q1 2018Q4 20192
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 221.12%1.19%1.25%Q2 2022Q3 20222
Graham Capital Management, L.P. 220.01%0.01%0.01%Q4 2022Q1 20232
Checchi Capital Advisers, LLC 220.00%0.00%0.00%Q1 2016Q2 20162
Walleye Capital LLC 110.00%0.00%0.01%Q3 2021Q3 20232
SECURITY CAPITAL RESEARCH & MANAGEMENT INC 220.04%0.05%0.06%Q4 2015Q1 20162
M&R CAPITAL MANAGEMENT INC 220.00%0.00%0.00%Q2 2016Q3 20162
Fortis Group Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20232
ROPES WEALTH ADVISORS LLC 220.00%0.00%0.00%Q3 2017Q4 20172
Quantamental Technologies LLC 220.02%0.08%0.14%Q2 2019Q3 20192
VERUS CAPITAL PARTNERS, LLC 220.02%0.02%0.02%Q4 2019Q1 20202
Prospera Financial Services Inc 110.00%0.00%0.00%Q3 2020Q1 20222
EPG Wealth Management LLC 220.00%0.00%0.00%Q4 2019Q1 20202
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 110.00%0.00%0.00%Q4 2015Q2 20192
Parallax Volatility Advisers, L.P. 110.00%0.00%0.00%Q4 2015Q4 20172
SIMPLEX TRADING, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Dorsey Wright & Associates 220.00%0.00%0.00%Q3 2018Q4 20182
C M BIDWELL & ASSOCIATES LTD 220.01%0.03%0.06%Q1 2018Q2 20182
Ipswich Investment Management Co., Inc. 110.00%0.00%0.00%Q1 2016Q4 20182
TFS CAPITAL LLC 220.05%0.10%0.15%Q1 2016Q2 20162
Emerald Acquisition Ltd. 220.00%0.00%0.00%Q2 2016Q3 20162
Enterprise Trust & Investment Co 220.00%0.00%0.00%Q2 2021Q3 20212
Fondren Management LP 220.47%0.51%0.54%Q3 2019Q4 20192
LDR Capital Management LLC 223.59%4.14%4.70%Q3 2021Q4 20212
First Trust Capital Management L.P. 110.34%0.34%0.34%Q1 2016Q1 20161
WESTFIELD CAPITAL MANAGEMENT CO LP 110.14%0.14%0.14%Q3 2019Q3 20191
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Inspire Investing, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Twin Tree Management, LP 110.00%0.00%0.00%Q4 2018Q4 20181
Brick & Kyle, Associates 110.00%0.00%0.00%Q4 2015Q4 20151
Matarin Capital Management, LLC 110.08%0.08%0.08%Q1 2020Q1 20201
Virtu Financial LLC 110.02%0.02%0.02%Q2 2019Q2 20191
TOBIAS FINANCIAL ADVISORS, INC. 110.00%0.00%0.00%Q4 2019Q4 20191
Jefferies Group LLC 110.00%0.00%0.00%Q2 2019Q2 20191
FIRST MERCANTILE TRUST CO 110.00%0.00%0.00%Q4 2015Q4 20151
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 110.00%0.00%0.00%Q4 2015Q4 20151
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
SAWGRASS ASSET MANAGEMENT LLC 110.02%0.02%0.02%Q1 2021Q1 20211
GFS Advisors, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
HAYS ADVISORY LLC 110.01%0.01%0.01%Q1 2018Q1 20181
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
South Dakota Investment Council 110.00%0.00%0.00%Q4 2015Q4 20151
AIGEN INVESTMENT MANAGEMENT, LP 110.00%0.00%0.00%Q4 2019Q4 20191
Game Creek Capital, LP 110.42%0.42%0.42%Q4 2017Q4 20171
MYDA Advisors LLC 110.32%0.32%0.32%Q2 2019Q2 20191
GAM Holding AG 110.00%0.00%0.00%Q4 2015Q4 20151
LGT Financial Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
HIGHBRIDGE CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q2 2016Q2 20161
Gotham Asset Management, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Bay Harbor Wealth Management, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Comprehensive Financial Consultants Institutional, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Measured Wealth Private Client Group, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
ARROW FINANCIAL CORP 110.00%0.00%0.00%Q1 2016Q1 20161
WESTPAC BANKING CORP 110.00%0.00%0.00%Q4 2015Q4 20151
JS Capital Management LLC 110.09%0.09%0.09%Q2 2019Q2 20191
IAG Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
LifePlan Financial Group, Inc 110.00%0.00%0.00%Q1 2020Q1 20201
Smart Portfolios, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Kemper Corp Master Retirement Trust 110.00%0.00%0.00%Q4 2015Q4 20151
Moisand Fitzgerald Tamayo, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
WASATCH ADVISORS LP 110.05%0.05%0.05%Q3 2023Q3 20231
FORSTA AP-FONDEN 110.00%0.00%0.00%Q4 2015Q4 20151
La Francaise Forum Securities Ltd 110.02%0.02%0.02%Q4 2015Q4 20151
State of Alaska, Department of Revenue 110.01%0.01%0.01%Q4 2015Q4 20151
IBEX WEALTH ADVISORS 110.00%0.00%0.00%Q4 2016Q4 20161
Monashee Investment Management LLC 112.07%2.07%2.07%Q2 2019Q2 20191
Saturna Capital CORP 110.00%0.00%0.00%Q4 2015Q4 20151
FIRST INTERSTATE BANK 110.00%0.00%0.00%Q4 2017Q4 20171
PATTON ALBERTSON MILLER GROUP, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Bridgeworth, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Global X Management CO LLC 110.01%0.01%0.01%Q4 2015Q4 20151
Counsel Portfolio Services Inc. 110.02%0.02%0.02%Q2 2016Q2 20161
Polaris Capital Management, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Bedel Financial Consulting, Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
MAI Capital Management 110.00%0.00%0.00%Q1 2023Q1 20231
AMICA PENSION FUND BOARD OF TRUSTEES 110.00%0.00%0.00%Q4 2015Q4 20151
Ashford Investment Management, LLC 110.85%0.85%0.85%Q4 2015Q4 20151
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
APG Asset Management N.V. 110.00%0.00%0.00%Q2 2022Q2 20221
Golden State Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Retirement Systems of Alabama 110.00%0.00%0.00%Q4 2015Q4 20151
Ancora Advisors LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Weaver C. Barksdale & Associates, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
DUBUQUE BANK & TRUST CO 110.00%0.00%0.00%Q4 2015Q4 20151
1832 Asset Management L.P. 110.00%0.00%0.00%Q2 2016Q2 20161
Proficio Capital Partners LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Amalgamated Financial Corp. 110.00%0.00%0.00%Q1 2022Q1 20221
Vestcor Inc 110.00%0.00%0.00%Q3 2023Q3 20231
RUSH ISLAND MANAGEMENT, LP 110.49%0.49%0.49%Q2 2019Q2 20191
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
Winthrop Partners - WNY, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q4 2015Q4 20151
Financial Advantage, Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
Weiss Multi-Strategy Advisers LLC 110.23%0.23%0.23%Q2 2019Q2 20191
OUTFITTER FINANCIAL LLC 110.00%0.00%0.00%Q4 2021Q4 20211
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
THORNBURG INVESTMENT MANAGEMENT INC 110.01%0.01%0.01%Q4 2015Q4 20151
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q4 2020Q4 20201
Cohen Capital Management, Inc. 110.00%0.00%0.00%Q1 2017Q1 20171
Nebula Research & Development LLC 110.11%0.11%0.11%Q3 2023Q3 20231
Ellevest, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Qube Research & Technologies Ltd 110.00%0.00%0.00%Q3 2023Q3 20231
Lebenthal Global Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Worth Venture Partners, LLC 110.81%0.81%0.81%Q4 2016Q4 20161
Arbor Wealth Management, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
SHELL ASSET MANAGEMENT CO 110.00%0.00%0.00%Q4 2015Q4 20151
WELD CAPITAL MANAGEMENT LLC 110.12%0.12%0.12%Q3 2019Q3 20191
Amica Retiree Medical Trust 110.00%0.00%0.00%Q4 2015Q4 20151
Pacific Center for Financial Services 110.00%0.00%0.00%Q4 2018Q4 20181
Destination Wealth Management 110.00%0.00%0.00%Q2 2018Q2 20181
CAPITAL GUARDIAN TRUST CO 110.00%0.00%0.00%Q4 2015Q4 20151
Alera Investment Advisors, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
COMMONWEALTH EQUITY SERVICES, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Virtus Fund Advisers, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Private Advisor Group, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Independent Order of Foresters 110.06%0.06%0.06%Q4 2015Q4 20151
Point72 Middle East FZE 110.00%0.00%0.00%Q1 2023Q1 20231
KRS Capital Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Global Wealth Management Investment Advisory, Inc. 110.00%0.00%0.00%Q1 2019Q1 20191
Valued Wealth Advisors LLC 110.00%0.00%0.00%Q4 2023Q4 20231
COLONY GROUP LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Next Capital Management LLC 110.01%0.01%0.01%Q2 2019Q2 20191
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
FIL Ltd 110.00%0.00%0.00%Q4 2019Q4 20191
Sarasin & Partners LLP 110.01%0.01%0.01%Q4 2015Q4 20151
Legacy Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
HM PAYSON & CO 110.00%0.00%0.00%Q3 2023Q3 20231
First National Bank of South Miami 110.00%0.00%0.00%Q4 2018Q4 20181
Axiom Investment Management LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Virtu KCG Holdings LLC 110.01%0.01%0.01%Q1 2017Q1 20171
Kingsview Wealth Management, LLC 110.06%0.06%0.06%Q1 2021Q1 20211
WELCH & FORBES LLC 110.01%0.01%0.01%Q3 2018Q3 20181
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 110.00%0.00%0.00%Q4 2015Q4 20151
ARGI Investment Services, LLC 110.03%0.03%0.03%Q3 2018Q3 20181
AXAR CAPITAL MANAGEMENT L.P. 110.06%0.06%0.06%Q4 2015Q4 20151
Balentine LLC 110.00%0.00%0.00%Q4 2015Q4 20151
MYCIO WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
AMICA MUTUAL INSURANCE CO 110.00%0.00%0.00%Q4 2015Q4 20151
Argent Advisors, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Wakefield Asset Management LLLP 110.31%0.31%0.31%Q2 2022Q2 20221
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
AEGON ASSET MANAGEMENT UK PLC 110.00%0.00%0.00%Q4 2015Q4 20151
Summit Trail Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Maven Securities LTD 111.54%1.54%1.54%Q2 2019Q2 20191
Anfield Capital Management, LLC 110.07%0.07%0.07%Q4 2019Q4 20191
MBE Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
MBB PUBLIC MARKETS I LLC 110.02%0.02%0.02%Q3 2023Q3 20231
VOLORIDGE INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Valentine Capital Asset Management, Inc. 110.02%0.02%0.02%Q4 2015Q4 20151
Sterling Investment Advisors, Ltd. 110.00%0.00%0.00%Q4 2016Q4 20161
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Hibernia Wealth Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
RIVERHEAD CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Buffington Mohr McNeal 110.00%0.00%0.00%Q1 2019Q1 20191
MILLER HOWARD INVESTMENTS INC /NY 110.01%0.01%0.01%Q4 2015Q4 20151
OCCUDO QUANTITATIVE STRATEGIES LP 110.03%0.03%0.03%Q3 2023Q3 20231
Eudaimonia Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
ASSOCIATED BANC-CORP 110.00%0.00%0.00%Q2 2020Q2 20201
Municipal Employees' Retirement System of Michigan 110.00%0.00%0.00%Q4 2015Q4 20151
Interchange Capital Partners, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Huber Capital Management LLC 110.01%0.01%0.01%Q4 2015Q4 20151
Retirement Planning Co of New England, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Donald L. Hagan, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
CITIZENS FINANCIAL GROUP INC/RI 110.00%0.00%0.00%Q4 2015Q4 20151
ROYAL LONDON ASSET MANAGEMENT LTD 110.00%0.00%0.00%Q4 2020Q4 20201
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
Ballew Advisors, Inc 110.00%0.00%0.00%Q3 2018Q3 20181
Islet Management, LP 110.26%0.26%0.26%Q2 2019Q2 20191
Safeguard Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
WealthTrust Fairport, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Ergoteles LLC 110.01%0.01%0.01%Q1 2021Q1 20211
CANADA PENSION PLAN INVESTMENT BOARD 110.00%0.00%0.00%Q4 2015Q4 20151
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Allegis Investment Advisors, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Lee Financial Co 110.00%0.00%0.00%Q1 2023Q1 20231
Csenge Advisory Group 110.00%0.00%0.00%Q3 2018Q3 20181
ArchPoint Investors 110.00%0.00%0.00%Q4 2015Q4 20151
SouthState Corp 110.00%0.00%0.00%Q2 2019Q2 20191
EXCHANGE TRADED CONCEPTS, LLC 110.01%0.01%0.01%Q4 2023Q4 20231
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Spearhead Capital Advisors, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
RESOURCES MANAGEMENT CORP /CT/ /ADV 110.02%0.02%0.02%Q1 2023Q1 20231
Sargent Bickham Lagudis LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Jackson, Grant Investment Advisers, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 110.00%0.00%0.00%Q4 2015Q4 20151
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.00%0.00%0.00%Q2 2018Q2 20181
Hamlin Capital Management, LLC 110.03%0.03%0.03%Q4 2015Q4 20151
Crow Point Partners, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Paradigm, Strategies in Wealth Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
PIEDMONT INVESTMENT ADVISORS INC 110.00%0.00%0.00%Q2 2018Q2 20181
Red Door Wealth Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
Capital Asset Advisory Services LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Cannell Capital 110.00%0.00%0.00%Q4 2015Q4 20151
PRIVATE CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q4 2015Q4 20151
SECURIAN ASSET MANAGEMENT, INC 110.00%0.00%0.00%Q4 2015Q4 20151
Schonfeld Strategic Advisors LLC 110.01%0.01%0.01%Q4 2019Q4 20191
CREDIT AGRICOLE S A 110.00%0.00%0.00%Q4 2015Q4 20151
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2015Q4 20151
IMS Capital Management 110.09%0.09%0.09%Q3 2018Q3 20181
Intrinsic Edge Capital Management LLC 110.09%0.09%0.09%Q3 2019Q3 20191
Forward Management, LLC 110.02%0.02%0.02%Q4 2015Q4 20151
NORDEA INVESTMENT MANAGEMENT AB 110.00%0.00%0.00%Q4 2015Q4 20151
Widmann Financial Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Laurion Capital Management LP 110.03%0.03%0.03%Q2 2019Q2 20191
External links

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