SPDR INDEX SHS FDS shareholder history

Current and past SPDR INDEX SHS FDS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.01%0.14%Q2 2013Q3 2023121
CITIGROUP INC 42420.00%0.01%0.13%Q2 2013Q3 2023104
JANE STREET GROUP, LLC 39390.00%0.06%0.51%Q1 2014Q3 2023104
BARCLAYS PLC 42420.00%0.01%0.06%Q2 2013Q3 202395
Citadel Advisors 3340.00%0.00%0.02%Q1 2014Q3 202390
Walleye Trading LLC 2650.00%0.01%0.11%Q2 2013Q3 202390
Cutler Group LLC / CA 32320.00%0.02%0.19%Q4 2015Q3 202384
GOLDMAN SACHS GROUP INC 4240.00%0.05%0.43%Q1 2012Q3 202383
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.08%Q2 2013Q3 202378
Parallax Volatility Advisers, L.P. 2610.00%0.02%0.29%Q4 2014Q1 202375
ROYAL BANK OF CANADA 42420.00%0.01%0.08%Q2 2013Q3 202370
UBS Group AG 36360.00%0.02%0.10%Q4 2014Q3 202370
WELLS FARGO & COMPANY/MN 42420.00%0.02%0.17%Q2 2013Q3 202369
CREDIT SUISSE AG/ 43430.00%0.01%0.10%Q1 2013Q3 202367
HSBC HOLDINGS PLC 38380.00%0.02%0.10%Q2 2014Q3 202361
BNP PARIBAS FINANCIAL MARKETS 3430.00%0.01%0.03%Q3 2013Q3 202349
BANK OF MONTREAL /CAN/ 3920.00%0.02%0.18%Q2 2013Q3 202349
HAP Trading, LLC 1010.00%0.10%1.51%Q2 2013Q2 202347
JPMORGAN CHASE & CO 42420.00%0.01%0.04%Q2 2013Q3 202342
Cetera Advisors LLC 42420.01%0.16%0.77%Q2 2013Q3 202342
HighTower Advisors, LLC 42420.00%0.03%0.12%Q2 2013Q3 202342
STATE STREET CORP 42420.00%0.00%0.00%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.03%0.05%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 41410.00%0.00%0.00%Q2 2013Q2 202341
LPL Financial LLC 26150.01%0.02%0.05%Q2 2013Q3 202341
Capital Investment Advisors, LLC 41410.01%0.25%0.91%Q4 2013Q4 202341
MAI Capital Management 36360.01%0.28%0.88%Q4 2014Q3 202340
FRANKLIN RESOURCES INC 40400.00%0.04%0.15%Q4 2013Q3 202340
ENVESTNET ASSET MANAGEMENT INC 2160.00%0.10%0.57%Q2 2013Q3 202340
AMERIPRISE FINANCIAL INC 40400.00%0.00%0.01%Q4 2013Q3 202340
WOLVERINE TRADING, LLC 410.00%0.01%0.04%Q2 2016Q3 202339
RAYMOND JAMES & ASSOCIATES 39390.00%0.01%0.02%Q1 2014Q3 202339
HOLLENCREST CAPITAL MANAGEMENT 3720.06%0.15%0.31%Q4 2013Q3 202339
GFS Advisors, LLC 39390.06%2.20%4.42%Q1 2014Q3 202339
Focused Wealth Management, Inc 28100.00%0.84%7.19%Q3 2013Q3 202338
STIFEL FINANCIAL CORP 3440.00%0.00%0.02%Q1 2014Q3 202338
BlackRock Inc. 18120.00%0.00%0.00%Q4 2015Q2 202338
SG Americas Securities, LLC 1370.00%0.09%0.35%Q2 2013Q3 202338
Creative Planning 1810.00%0.00%0.00%Q2 2013Q3 202338
DAVENPORT & Co LLC 37370.00%0.25%0.92%Q2 2013Q2 202237
CIBC WORLD MARKET INC. 3520.00%0.02%0.05%Q1 2014Q3 202337
US BANCORP \DE\ 1940.00%0.03%0.14%Q2 2013Q3 202337
Koshinski Asset Management, Inc. 19160.03%0.13%0.25%Q4 2014Q3 202335
SIGNATUREFD, LLC 22130.00%0.18%3.48%Q3 2013Q3 202335
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.00%0.01%Q2 2013Q3 202335
MUFG Americas Holdings Corp 34340.00%0.09%0.50%Q2 2014Q3 202234
NOMURA HOLDINGS INC 510.00%0.02%0.07%Q3 2013Q1 202334
Gradient Investments LLC 24100.00%0.48%3.46%Q1 2015Q3 202334
ALLIANCEBERNSTEIN L.P. 33330.00%0.02%0.09%Q3 2015Q3 202333
Capital Investment Counsel, Inc 33330.44%0.81%1.35%Q1 2015Q1 202333
FLOW TRADERS U.S. LLC 1110.00%1.18%6.44%Q4 2013Q3 202332
Raymond James Financial Services Advisors, Inc. 1510.00%0.01%0.05%Q2 2013Q3 202332
SCOTIA CAPITAL INC. 2210.00%0.01%0.06%Q1 2014Q1 202332
First Horizon Advisors, Inc. 1510.00%0.01%0.02%Q1 2012Q2 202231
BLAIR WILLIAM & CO/IL 3010.00%0.00%0.01%Q2 2014Q3 202331
FIRST MANHATTAN CO. LLC. 31310.00%0.00%0.00%Q1 2016Q3 202331
Allworth Financial LP 31310.00%0.00%0.00%Q1 2016Q3 202331
ASHFORD CAPITAL MANAGEMENT INC 18130.19%0.54%1.33%Q2 2014Q3 202331
Harel Insurance Investments & Financial Services Ltd. 31310.00%0.04%0.19%Q1 2016Q3 202331
REILLY FINANCIAL ADVISORS, LLC 1610.00%0.01%0.03%Q4 2013Q4 202130
Pictet North America Advisors SA 2020.03%1.38%3.74%Q4 2013Q3 202330
BANQUE PICTET & CIE SA 2020.00%0.09%0.27%Q4 2014Q3 202330
SOL Capital Management CO 2230.03%0.09%0.13%Q2 2013Q3 202330
Sigma Planning Corp 2230.01%0.05%0.16%Q2 2015Q3 202329
DEUTSCHE BANK AG\ 2360.00%0.01%0.03%Q3 2013Q3 202329
Advisory Services Network, LLC 1310.00%0.01%0.09%Q2 2015Q3 202329
COURIER CAPITAL LLC 28280.80%1.98%3.00%Q4 2016Q3 202328
Mirae Asset Global Investments Co., Ltd. 2110.00%0.14%0.74%Q4 2013Q1 202228
Steward Partners Investment Advisory, LLC 28280.00%0.05%0.15%Q4 2016Q3 202328
Cambridge Investment Research Advisors, Inc. 1030.00%0.01%0.05%Q4 2013Q3 202328
Squarepoint Ops LLC 720.00%0.03%0.14%Q2 2017Q3 202328
Capital Investment Advisory Services, LLC 28280.00%0.10%0.30%Q4 2016Q3 202328
FIFTH THIRD BANCORP 17100.00%0.00%0.01%Q2 2013Q3 202327
IFP Advisors, Inc 1510.00%0.01%0.03%Q4 2015Q1 202327
APPLETON PARTNERS INC/MA 2340.02%0.04%0.06%Q1 2017Q4 202327
SCHRODER INVESTMENT MANAGEMENT GROUP 2010.00%0.01%0.10%Q3 2013Q3 202327
TWO SIGMA SECURITIES, LLC 510.00%0.04%0.30%Q2 2016Q3 202327
Allianz Asset Management GmbH 1040.00%0.01%0.04%Q2 2016Q3 202327
RITHOLTZ WEALTH MANAGEMENT 2610.07%0.36%2.83%Q4 2016Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 26260.00%0.01%0.07%Q3 2013Q4 201926
AXA S.A. 26260.00%0.00%0.01%Q2 2013Q3 201926
Carroll Financial Associates, Inc. 2510.00%0.13%1.02%Q2 2013Q4 202126
Baird Financial Group, Inc. 2060.00%0.16%0.43%Q2 2015Q4 202126
R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC 1410.14%0.25%0.50%Q1 2016Q3 202326
Parallel Advisors, LLC 26260.00%0.01%0.02%Q2 2017Q3 202326
Twin Tree Management, LP 420.00%0.05%0.24%Q1 2017Q1 202126
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 25250.01%0.03%0.07%Q2 2014Q2 202025
OLD MISSION CAPITAL LLC 410.02%0.32%1.61%Q2 2015Q3 202325
Private Advisor Group, LLC 2410.00%0.02%0.05%Q3 2014Q3 202325
J.P. Morgan Private Wealth Advisors LLC 2120.00%0.00%0.02%Q2 2013Q3 202325
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
Fisher Asset Management, LLC 24240.00%0.00%0.02%Q4 2017Q3 202324
Compagnie Lombard Odier SCmA 920.00%0.02%0.10%Q4 2013Q2 202224
Janney Montgomery Scott LLC 1220.00%0.00%0.02%Q2 2014Q3 202324
Clal Insurance Enterprises Holdings Ltd 24240.01%0.11%0.33%Q4 2014Q3 202024
Global Endowment Management, LP 2220.02%0.58%1.35%Q2 2017Q2 202324
Whitnell & Co. 24240.00%0.00%0.01%Q1 2014Q4 201924
FMR LLC 2220.00%0.00%0.00%Q1 2014Q3 202324
Banco Santander, S.A. 23230.04%0.09%0.19%Q1 2018Q3 202323
Rockefeller Capital Management L.P. 23230.02%0.06%0.10%Q1 2018Q3 202323
COMMERZBANK AKTIENGESELLSCHAFT /FI 12110.00%0.01%0.02%Q4 2013Q4 201923
CALTON & ASSOCIATES, INC. 23230.13%0.30%0.54%Q4 2017Q2 202323
Bank of New York Mellon Corp 1060.00%0.00%0.00%Q2 2013Q4 202123
Private Wealth Advisors, LLC 20200.00%3.13%5.13%Q4 2018Q3 202323
Arlington Partners LLC 23230.04%0.11%0.20%Q4 2017Q2 202323
BROWN ADVISORY INC 2010.00%0.01%0.02%Q4 2013Q3 202323
FLAGSHIP HARBOR ADVISORS, LLC 1630.02%0.08%0.15%Q4 2016Q3 202323
Evercore Wealth Management, LLC 1030.00%0.00%0.01%Q4 2013Q3 202323
KINGS POINT CAPITAL MANAGEMENT 22220.01%0.01%0.01%Q2 2013Q3 201822
Homrich & Berg 22220.03%2.05%8.91%Q2 2013Q3 201822
Global Retirement Partners, LLC 1050.00%0.00%0.02%Q4 2016Q3 202322
Tower Research Capital LLC (TRC) 910.00%0.00%0.03%Q1 2016Q2 202322
ClearBridge Investments 22220.00%0.00%0.00%Q2 2013Q3 201822
Ionic Capital Management LLC 990.03%0.49%1.49%Q1 2016Q1 201822
SIMPLEX TRADING, LLC 610.00%0.02%0.13%Q4 2014Q2 202322
Roundview Capital LLC 1750.02%0.06%0.12%Q4 2015Q4 202122
Pinnacle Bancorp, Inc. 2010.00%0.00%0.03%Q1 2017Q3 202321
TIRSCHWELL & LOEWY INC 21210.59%1.14%1.57%Q2 2013Q2 201821
LFA - Lugano Financial Advisors SA 1651.14%3.73%8.04%Q2 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.04%0.20%Q3 2018Q3 202321
American Portfolios Advisors 20200.00%0.00%0.01%Q4 2017Q3 202220
THRIVENT FINANCIAL FOR LUTHERANS 950.00%0.12%0.41%Q2 2013Q2 202220
Avondale Wealth Management 20200.04%0.09%0.22%Q4 2018Q3 202320
Vantage Investment Advisors, LLC 20200.01%0.01%0.03%Q4 2013Q3 201820
BANK HAPOALIM BM 20200.11%1.33%5.04%Q4 2013Q3 201820
InterOcean Capital, LLC 20200.05%0.62%1.09%Q3 2015Q2 202020
GARRISON POINT ADVISORS, LLC 20200.32%0.44%0.57%Q4 2018Q3 202320
BREWIN DOLPHIN LTD 20200.00%0.00%0.01%Q3 2017Q2 202220
BANK OF NOVA SCOTIA 1620.00%0.01%0.08%Q1 2013Q3 202320
Cetera Advisor Networks LLC 1310.00%0.09%0.28%Q1 2013Q3 202319
CULLEN/FROST BANKERS, INC. 19190.00%0.00%0.00%Q1 2019Q3 202319
Investors Research Corp 19190.00%0.01%0.01%Q1 2019Q3 202319
Highlander Capital Management, LLC 18180.01%0.06%0.12%Q4 2014Q1 201918
B. Riley Wealth Advisors, Inc. 1110.00%0.08%0.25%Q3 2013Q3 202318
Money Design Co.,Ltd. 990.05%1.57%3.27%Q4 2018Q3 202318
WOLVERINE ASSET MANAGEMENT LLC 810.00%0.01%0.08%Q4 2014Q4 201818
MURPHY CAPITAL MANAGEMENT INC 920.04%0.31%1.29%Q2 2013Q1 201918
Geneos Wealth Management Inc. 1410.00%0.04%0.23%Q1 2016Q3 202318
UBS AG 660.00%0.02%0.07%Q2 2013Q3 201418
PRUDENTIAL PLC 1010.00%0.04%0.39%Q2 2018Q3 202318
Bellecapital International Ltd. 520.05%0.17%0.85%Q4 2013Q3 202318
SVB WEALTH LLC 18180.00%0.01%0.01%Q2 2019Q3 202318
Keel Point, LLC 1410.04%0.36%1.75%Q3 2015Q4 202118
D.A. DAVIDSON & CO. 17170.00%0.00%0.00%Q2 2013Q2 201717
Commonwealth Equity Services, Inc 17170.01%0.02%0.05%Q3 2013Q3 201717
Dorsey & Whitney Trust CO LLC 810.02%0.15%0.22%Q2 2013Q4 202117
WHALEROCK POINT PARTNERS, LLC 1070.10%0.26%0.58%Q4 2013Q1 201817
BBR PARTNERS, LLC 1340.03%0.08%0.18%Q2 2013Q1 202017
Formidable Asset Management, LLC 1010.05%0.17%0.39%Q3 2016Q2 202117
JCIC Asset Management Inc. 17173.03%5.94%11.25%Q2 2013Q2 201717
CenterStar Asset Management, LLC 310.00%0.11%0.28%Q4 2017Q3 202317
HOWARD CAPITAL MANAGEMENT 980.04%0.82%1.60%Q4 2013Q4 201817
Neuberger Berman Group LLC 1210.00%0.00%0.00%Q2 2013Q1 202017
NATIONAL PLANNING CORP 17170.04%0.08%0.11%Q3 2013Q3 201717
Virtu KCG Holdings LLC 16160.01%0.04%0.10%Q3 2013Q2 201716
CAPSTONE INVESTMENT ADVISORS, LLC 410.00%0.09%0.28%Q1 2017Q2 202216
Pinnacle Advisory Group, Inc. 970.03%0.31%0.99%Q4 2014Q4 201816
Assured Investment Management LLC 880.00%0.84%2.94%Q1 2017Q4 201816
HARVEST CAPITAL MANAGEMENT INC 16160.24%4.20%7.31%Q2 2013Q1 201716
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 16160.01%0.10%0.26%Q4 2019Q3 202316
ASSETMARK, INC 1510.00%0.09%0.34%Q2 2014Q3 202316
MML INVESTORS SERVICES, LLC 970.00%0.02%0.06%Q2 2017Q3 202316
Caprock Group, LLC 16160.12%1.47%5.00%Q4 2014Q3 201816
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 16160.00%0.00%0.00%Q4 2019Q3 202316
TORONTO DOMINION BANK 620.00%0.00%0.00%Q3 2013Q2 202116
OSAIC HOLDINGS, INC. 15150.00%0.01%0.03%Q1 2020Q3 202315
EDMOND DE ROTHSCHILD HOLDING S.A. 1410.00%0.00%0.00%Q3 2015Q3 202315
BENJAMIN F. EDWARDS & COMPANY, INC. 710.00%0.01%0.02%Q3 2015Q3 202315
Migdal Insurance & Financial Holdings Ltd. 15150.00%0.00%0.00%Q1 2017Q3 202015
Diversified Trust Co 1230.04%0.42%2.95%Q2 2013Q3 201915
Disciplined Investments, LLC 15150.02%0.03%0.06%Q4 2019Q2 202315
MSI Financial Services Inc 15150.00%0.03%0.07%Q2 2013Q4 201615
ADVANTAGE INVESTMENT MANAGEMENT, LLC 15150.00%0.02%0.08%Q4 2014Q2 201815
Itau Unibanco Holding S.A. 1410.02%0.44%1.54%Q2 2016Q3 202015
Jackson Hole Capital Partners, LLC 1230.02%0.03%0.05%Q2 2019Q3 202315
Advisor Group, Inc. 15150.00%0.01%0.05%Q2 2016Q4 201915
Graypoint LLC 15150.19%0.36%0.64%Q1 2020Q3 202315
BOURGEON CAPITAL MANAGEMENT LLC 15150.00%0.15%2.13%Q4 2019Q2 202315
DORCHESTER WEALTH MANAGEMENT Co 15150.56%0.80%0.96%Q1 2020Q3 202315
M Holdings Securities, Inc. 1050.04%0.09%0.21%Q1 2019Q1 202315
Relative Value Partners Group, LLC 1140.02%0.32%1.55%Q2 2015Q4 201915
Bank Julius Baer & Co. Ltd, Zurich 15150.01%0.01%0.02%Q1 2020Q3 202315
INTEGRAL DERIVATIVES, LLC 510.01%0.02%0.04%Q3 2014Q1 201815
THOMPSON SIEGEL & WALMSLEY LLC 860.00%0.00%0.00%Q3 2014Q4 201814
Brinker Capital Investments, LLC 1010.00%0.00%0.00%Q3 2014Q3 201914
Westside Investment Management, Inc. 860.00%0.00%0.00%Q1 2017Q1 202214
Kore Private Wealth LLC 920.00%0.13%0.35%Q4 2018Q3 202214
Ancora Advisors LLC 1110.00%0.00%0.01%Q4 2016Q1 202314
TOTH FINANCIAL ADVISORY CORP 710.00%0.02%0.23%Q1 2016Q3 202314
FIDUCIARY TRUST INTERNATIONAL LLC 1130.09%0.13%0.25%Q3 2013Q1 201714
BB&T SECURITIES, LLC 14140.00%0.00%0.01%Q3 2015Q4 201814
PERSONAL CFO SOLUTIONS, LLC 1310.00%0.11%0.31%Q3 2019Q2 202314
NORTHWEST INVESTMENT COUNSELORS, LLC 810.01%0.01%0.02%Q2 2017Q3 202313
BAILARD, INC. 13130.02%0.02%0.03%Q4 2018Q4 202113
NEXT Financial Group, Inc 910.00%0.11%0.21%Q2 2014Q4 202113
Column Capital Advisors, LLC 1010.01%0.01%0.03%Q4 2019Q3 202313
M&T BANK CORP 910.00%0.00%0.01%Q2 2013Q1 202213
Virtu Financial LLC 510.01%0.06%0.14%Q1 2015Q2 202313
Psagot Value Holdings Ltd. 710.00%0.01%0.06%Q2 2013Q4 201713
CREATIVE FINANCIAL DESIGNS INC /ADV 13130.03%0.06%0.11%Q3 2020Q3 202313
Hexagon Capital Partners LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Belpointe Asset Management LLC 13130.01%0.02%0.12%Q3 2020Q3 202313
SUNTRUST BANKS INC 13130.01%0.01%0.02%Q2 2013Q2 201613
REGENTATLANTIC CAPITAL LLC 13130.38%0.82%1.14%Q2 2013Q2 201613
SevenBridge Financial Group, LLC 13130.02%0.04%0.06%Q2 2016Q2 201913
GLENMEDE TRUST CO NA 1120.00%0.00%0.00%Q2 2013Q1 202213
Veritable, L.P. 13130.02%0.03%0.04%Q1 2013Q1 201613
InterOcean Capital Group, LLC 12120.03%0.04%0.07%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.01%0.01%0.02%Q4 2020Q3 202312
MARSHALL WACE, LLP 410.00%0.01%0.04%Q2 2019Q1 202312
IHT Wealth Management, LLC 12120.01%0.32%0.91%Q4 2016Q3 201912
Kelman-Lazarov, Inc. 1110.11%0.25%0.31%Q1 2016Q1 201912
Crescent Grove Advisors, LLC 12120.10%0.27%0.57%Q2 2017Q1 202012
Cerity Partners LLC 12120.02%0.67%1.05%Q1 2017Q4 201912
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
TWO SIGMA INVESTMENTS, LP 510.00%0.00%0.00%Q2 2018Q1 202312
BALDWIN BROTHERS LLC/MA 840.00%0.00%0.01%Q1 2016Q1 202212
PARK AVENUE SECURITIES LLC 12120.02%0.04%0.07%Q3 2020Q2 202312
MILLENNIUM MANAGEMENT LLC 410.00%0.00%0.01%Q4 2016Q3 202312
RWA WEALTH PARTNERS, LLC 12120.12%0.15%0.18%Q1 2017Q4 201912
Fieldpoint Private Securities, LLC 12120.06%0.10%0.16%Q1 2017Q4 201912
Atria Investments, Inc 1110.01%0.15%0.40%Q2 2015Q3 201912
MANUFACTURERS LIFE INSURANCE COMPANY, THE 660.00%0.00%0.00%Q1 2015Q2 201812
CONNING INC. 12120.03%0.05%0.07%Q4 2015Q3 201812
Carnegie Capital Asset Management, LLC 11110.03%0.07%0.12%Q3 2014Q1 201711
ExodusPoint Capital Management, LP 210.03%0.14%0.76%Q4 2019Q2 202211
VSR Financial Services, Inc. 11110.04%0.30%0.46%Q3 2013Q1 201611
MOODY LYNN & LIEBERSON, LLC 810.04%0.55%1.55%Q3 2013Q4 201811
Weiss Asset Management LP 11110.00%0.47%1.20%Q2 2019Q4 202111
SpiderRock Advisors, LLC 320.01%0.02%0.06%Q2 2017Q4 202011
Renaissance Technologies 510.00%0.00%0.01%Q4 2018Q2 202311
Spire Wealth Management 11110.00%0.00%0.00%Q1 2021Q3 202311
NATIXIS 740.00%0.00%0.02%Q3 2014Q1 201911
Patten Group, Inc. 11110.00%0.01%0.03%Q2 2016Q4 201811
Fiera Capital Corp 730.00%0.00%0.01%Q4 2013Q4 201611
Evanson Asset Management, LLC 11110.17%0.20%0.25%Q4 2013Q2 201611
Efficient Market Advisors, LLC 11110.04%0.27%0.91%Q2 2013Q4 201511
Main Management LLC 11110.27%0.33%0.39%Q3 2013Q1 201611
MACROVIEW INVESTMENT MANAGEMENT LLC 11110.01%0.07%0.15%Q1 2021Q3 202311
Winslow, Evans & Crocker, Inc. 11110.00%0.01%0.01%Q4 2013Q2 201611
SOA Wealth Advisors, LLC. 10100.01%0.01%0.02%Q4 2020Q1 202310
TRUIST FINANCIAL CORP 710.00%0.00%0.00%Q1 2020Q3 202310
Activest Wealth Management 910.00%0.01%0.04%Q1 2021Q3 202310
Kestra Advisory Services, LLC 10100.00%0.01%0.01%Q2 2021Q3 202310
NORTHERN TRUST CORP 410.00%0.00%0.00%Q4 2014Q2 202110
MID CONTINENT CAPITAL LLC/IL 10100.05%0.12%0.16%Q2 2013Q3 201510
HRT FINANCIAL LP 510.01%0.19%1.03%Q2 2016Q1 202310
Brown Advisory Securities, LLC 520.04%0.10%0.17%Q3 2013Q2 202010
Circle Wealth Management, LLC 730.01%0.20%0.36%Q4 2016Q3 202310
ZWJ INVESTMENT COUNSEL INC 10100.06%0.06%0.07%Q1 2017Q2 201910
S. R. Schill & Associates 642.04%3.11%4.00%Q1 2015Q1 201810
CLEAR STREET MARKETS LLC 410.01%0.10%0.28%Q2 2015Q3 202310
GenTrust, LLC 910.03%0.07%0.08%Q4 2016Q4 201910
Center for Financial Planning, Inc. 10100.01%0.01%0.01%Q4 2019Q1 202210
FMA ADVISORY INC 10100.10%0.15%0.25%Q3 2017Q4 201910
Stratos Wealth Partners, LTD. 820.01%0.01%0.02%Q2 2017Q3 202310
BlueCrest Capital Management Ltd 550.03%0.21%0.91%Q1 2022Q1 202310
Bruderman Asset Management, LLC 820.00%0.01%0.01%Q1 2015Q1 201910
Nuveen Asset Management, LLC 910.00%0.02%0.06%Q2 2015Q3 202010
BTR CAPITAL MANAGEMENT INC 730.04%0.15%0.49%Q1 2014Q4 201610
Qube Research & Technologies Ltd 310.00%0.01%0.02%Q1 2020Q3 20239
Telemetry Investments, L.L.C. 411.20%2.80%7.31%Q4 2014Q4 20219
Horizon Investments, LLC 661.33%4.65%8.12%Q1 2017Q2 20189
Rafferty Asset Management, LLC 990.01%0.03%0.05%Q3 2017Q3 20199
GRIFFIN ASSET MANAGEMENT, INC. 990.03%0.04%0.05%Q3 2021Q3 20239
CAPTRUST FINANCIAL ADVISORS 990.00%0.00%0.00%Q2 2020Q2 20229
Hexavest Inc. 420.00%0.04%0.14%Q2 2014Q3 20199
IPG Investment Advisors LLC 520.16%0.21%0.34%Q2 2015Q3 20189
Voya Financial Advisors, Inc. 720.02%0.03%0.04%Q1 2015Q2 20179
HIGHBRIDGE CAPITAL MANAGEMENT LLC 210.02%0.29%0.77%Q2 2017Q4 20189
KING LUTHER CAPITAL MANAGEMENT CORP 810.00%0.00%0.00%Q3 2017Q4 20199
Waverly Advisors, LLC 610.02%0.04%0.05%Q4 2013Q1 20209
Spot Trading L.L.C 410.01%0.04%0.12%Q1 2015Q1 20179
Omnia Family Wealth, LLC 990.02%0.03%0.03%Q4 2016Q4 20189
BOENNING & SCATTERGOOD, INC. 710.04%0.05%0.06%Q4 2019Q4 20229
Wunderlich Capital Managemnt 990.54%0.72%0.87%Q4 2013Q4 20159
Snowden Capital Advisors LLC 310.00%0.03%0.21%Q4 2017Q2 20239
JNBA Financial Advisors 710.00%0.02%0.13%Q3 2016Q2 20209
PATHSTONE FAMILY OFFICE, LLC 710.00%0.01%0.02%Q2 2019Q4 20229
ROCKEFELLER FINANCIAL SERVICES INC 990.01%0.02%0.03%Q4 2015Q4 20179
Barry Investment Advisors, LLC 990.00%0.32%0.50%Q4 2014Q4 20169
JANUS HENDERSON GROUP PLC 530.00%0.01%0.01%Q2 2017Q4 20198
First Allied Advisory Services, Inc. 510.00%0.03%0.09%Q1 2014Q3 20198
OPPENHEIMER & CO INC 530.01%0.01%0.02%Q1 2015Q1 20188
TD Waterhouse Canada Inc. 880.00%0.01%0.07%Q4 2021Q3 20238
Ferris Capital, LLC 880.06%0.08%0.13%Q2 2017Q1 20198
Stelac Advisory Services LLC 510.03%0.04%0.05%Q4 2015Q4 20208
Quantitative Investment Management, LLC 320.02%0.14%0.29%Q3 2018Q4 20228
Allie Family Office LLC 882.30%3.04%3.46%Q4 2021Q3 20238
Relative Value Partners, LLC 880.04%0.05%0.08%Q2 2013Q1 20158
PGIM Custom Harvest LLC 440.43%0.52%0.72%Q4 2020Q3 20238
Vontobel Holding Ltd. 710.00%0.03%0.04%Q3 2021Q3 20238
Yorktown Management & Research Co Inc 880.03%0.04%0.05%Q1 2014Q4 20158
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.01%Q4 2021Q3 20238
Bluefin Trading, LLC 310.01%0.22%0.82%Q1 2014Q2 20198
55I, LLC 530.04%0.15%0.28%Q2 2019Q3 20228
GUGGENHEIM CAPITAL LLC 880.04%0.06%0.09%Q3 2013Q2 20158
Price Wealth, LLC 880.01%0.02%0.02%Q2 2018Q1 20208
Sierra Capital LLC 880.01%0.02%0.02%Q1 2021Q4 20228
NEW YORK STATE COMMON RETIREMENT FUND 510.01%0.02%0.05%Q1 2017Q2 20238
MMBG INVESTMENT ADVISORS CO. 880.12%0.27%0.37%Q4 2021Q3 20238
Aptus Capital Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Jane Street Holding, LLC 330.01%0.06%0.11%Q2 2013Q4 20138
QUADRANT CAPITAL GROUP LLC 880.01%0.01%0.02%Q4 2019Q3 20218
Rathbones Group PLC 710.01%0.02%0.05%Q4 2013Q3 20238
Lindbrook Capital, LLC 880.01%0.02%0.03%Q4 2021Q3 20238
Magnus Financial Group LLC 880.04%0.09%0.16%Q3 2021Q2 20238
Upper Left Wealth Management, LLC 881.66%1.84%2.24%Q4 2021Q3 20238
Perigon Wealth Management, LLC 610.00%0.01%0.03%Q2 2016Q4 20208
B. Riley Wealth Management, Inc. 880.18%0.37%0.70%Q1 2014Q4 20158
Allspring Global Investments Holdings, LLC 610.00%0.00%0.01%Q4 2021Q3 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.00%0.00%0.01%Q1 2021Q4 20227
Beacon Capital Management, Inc. 410.00%0.01%0.03%Q4 2013Q2 20207
Spruce Investment Advisors LLC 770.14%4.56%7.43%Q3 2014Q1 20167
LOEB PARTNERS CORP 771.82%2.19%2.77%Q1 2015Q3 20167
CAXTON ASSOCIATES LP 210.03%1.16%7.05%Q3 2013Q3 20227
Braver Wealth Management, LLC 610.14%0.23%0.48%Q4 2014Q4 20167
Oakworth Capital, Inc. 770.00%0.00%0.00%Q1 2021Q3 20227
CREDIT AGRICOLE S A 770.01%0.03%0.06%Q1 2022Q3 20237
Bangor Savings Bank 770.94%1.01%1.06%Q2 2015Q4 20167
TRUE Private Wealth Advisors 510.01%0.01%0.02%Q3 2018Q4 20207
Accuvest Global Advisors 770.10%0.17%0.25%Q1 2017Q3 20187
PRIVATE ASSET MANAGEMENT INC 770.18%0.33%0.49%Q2 2018Q4 20197
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 770.00%0.10%0.21%Q2 2017Q4 20187
CAMBRIDGE TRUST CO 770.00%0.00%0.01%Q1 2022Q3 20237
Pacific Center for Financial Services 770.01%0.01%0.01%Q2 2018Q4 20197
Deer Park Road Corp 610.16%0.76%1.66%Q1 2019Q2 20237
BLACKROCK ADVISORS LLC 440.00%0.00%0.00%Q1 2016Q4 20167
HAZLETT, BURT & WATSON, INC. 770.17%0.20%0.22%Q1 2022Q3 20237
WBH ADVISORY INC 430.17%0.41%0.74%Q4 2021Q3 20237
PUZO MICHAEL J 770.50%0.77%0.90%Q1 2013Q3 20147
Invictus RG 410.33%8.98%27.30%Q2 2019Q2 20217
Opera Trading Capital 770.00%0.01%0.01%Q2 2017Q4 20187
UBS ASSET MANAGEMENT AMERICAS INC 770.00%0.00%0.00%Q2 2018Q4 20197
Atria Wealth Solutions, Inc. 770.00%0.01%0.01%Q1 2022Q3 20237
TD ASSET MANAGEMENT INC 410.04%0.12%0.22%Q1 2015Q1 20187
StrategIQ Financial Group, LLC 770.76%0.99%1.50%Q4 2015Q2 20177
CWM, LLC 510.00%0.01%0.03%Q4 2017Q3 20237
Harvest Fund Management Co., Ltd 510.02%0.07%0.11%Q3 2017Q4 20197
DUBUQUE BANK & TRUST CO 770.02%0.15%0.23%Q2 2013Q4 20147
Cornerstone Wealth Management, LLC 610.04%0.26%1.51%Q1 2016Q3 20187
Prospera Financial Services Inc 310.00%0.06%0.14%Q4 2017Q3 20237
ROTHSCHILD INVESTMENT LLC /IL 770.03%0.06%0.17%Q3 2016Q1 20187
Integrated Wealth Management 770.00%0.00%0.01%Q1 2015Q3 20167
NEW ENGLAND SECURITIES CORP /MA/ 770.01%0.01%0.02%Q2 2013Q4 20147
BAR HARBOR TRUST SERVICES 770.12%0.18%0.23%Q2 2015Q4 20167
VisionPoint Advisory Group, LLC 660.18%0.28%0.38%Q4 2020Q1 20226
Lido Advisors, LLC 660.01%0.02%0.04%Q2 2022Q3 20236
QUATTRO FINANCIAL ADVISORS LLC 510.16%0.29%0.41%Q2 2017Q1 20226
UNITED CAPITAL FINANCIAL ADVISORS, LLC 310.00%0.01%0.01%Q4 2013Q4 20206
FOUNDERS FINANCIAL SECURITIES LLC 661.15%3.11%4.44%Q1 2017Q2 20186
Greystone Financial Group, LLC 660.22%0.73%1.25%Q4 2020Q1 20226
SeaCrest Wealth Management, LLC 660.01%0.01%0.02%Q4 2017Q1 20196
Strategic Wealth Investment Group, LLC 660.03%0.05%0.07%Q1 2022Q2 20236
WHITTIER TRUST CO OF NEVADA INC 660.01%0.01%0.01%Q2 2015Q3 20166
WRAPMANAGER INC 660.45%0.61%0.86%Q4 2012Q1 20146
New Vernon Capital Holdings II LLC 660.59%1.57%2.26%Q3 2018Q4 20196
Jacobi Capital Management LLC 660.01%0.01%0.01%Q2 2016Q3 20176
Jefferies Group LLC 110.00%0.11%0.30%Q1 2015Q1 20226
SYNOVUS FINANCIAL CORP 660.00%0.00%0.00%Q1 2019Q2 20206
Brickley Wealth Management 660.10%0.11%0.12%Q3 2018Q4 20196
Tradewinds Capital Management, LLC 410.00%0.00%0.01%Q4 2013Q4 20196
SILVERLAKE WEALTH MANAGEMENT LLC 660.12%0.21%0.29%Q1 2022Q2 20236
Stratos Wealth Advisors, LLC 510.02%0.18%0.32%Q1 2020Q3 20236
STEEL GROVE CAPITAL ADVISORS, LLC 660.08%0.19%0.31%Q2 2013Q3 20146
COLDSTREAM CAPITAL MANAGEMENT INC 660.69%1.06%1.51%Q3 2013Q4 20146
PRIVATE TRUST CO NA 660.00%0.00%0.01%Q2 2022Q3 20236
1832 Asset Management L.P. 510.00%0.00%0.00%Q2 2015Q4 20166
Canton Hathaway, LLC 660.01%0.05%0.19%Q3 2018Q4 20196
Rock Point Advisors, LLC 660.25%1.27%1.85%Q3 2016Q4 20176
Stonehage Fleming Financial Services Holdings Ltd 660.01%0.01%0.02%Q3 2017Q4 20186
Bray Capital Advisors 660.01%0.19%0.42%Q1 2015Q2 20166
Summit Trail Advisors, LLC 410.00%0.02%0.03%Q4 2017Q3 20236
DRW Securities, LLC 310.01%0.28%0.66%Q1 2018Q2 20206
Financial Architects, Inc 220.00%0.02%0.04%Q2 2014Q2 20166
HUNTINGTON NATIONAL BANK 510.00%0.00%0.00%Q1 2021Q3 20236
WFG Advisors, LP 310.00%0.00%0.01%Q3 2014Q4 20166
Sargent Bickham Lagudis LLC 660.00%0.00%0.01%Q1 2016Q2 20176
BAIRD ROBERT W & CO INC /WI/ 660.01%0.09%0.46%Q4 2013Q1 20156
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 420.12%0.13%0.15%Q1 2022Q3 20236
MASSMUTUAL TRUST CO FSB/ADV 310.00%0.00%0.00%Q1 2015Q1 20176
AdvisorNet Financial, Inc 550.00%0.00%0.00%Q4 2018Q4 20195
Gupta Wealth Management LLC 550.00%0.01%0.01%Q1 2015Q1 20165
Blume Capital Management, Inc. 410.01%0.03%0.04%Q4 2013Q1 20205
Retirement Planning Group, LLC 550.12%0.14%0.15%Q3 2022Q3 20235
Mariner, LLC 410.00%0.00%0.00%Q3 2016Q3 20235
EDMOND DE ROTHSCHILD (SUISSE) S.A. 550.01%0.01%0.01%Q3 2015Q3 20165
Smart Portfolios, LLC 550.02%0.02%0.02%Q1 2018Q1 20195
Cetera Investment Advisers 320.01%0.02%0.02%Q1 2021Q2 20235
Gramercy Funds Management LLC 550.19%0.25%0.29%Q4 2013Q4 20145
CABANA LLC 550.14%1.34%4.44%Q4 2017Q4 20185
Wealthspire Advisors, LLC 550.00%0.01%0.02%Q3 2020Q3 20215
PineBridge Investments, L.P. 410.09%0.29%0.48%Q4 2014Q2 20165
Trexquant Investment LP 320.01%0.03%0.07%Q1 2020Q2 20225
Hemenway Trust Co LLC 550.17%0.22%0.24%Q3 2013Q3 20145
BESSEMER GROUP INC 210.00%0.11%0.33%Q3 2015Q3 20215
SCS Capital Management LLC 550.05%0.05%0.06%Q2 2021Q2 20225
Delek Group, Ltd. 550.01%0.03%0.05%Q4 2017Q4 20185
Truvestments Capital LLC 310.01%0.02%0.03%Q3 2018Q1 20205
Partnervest Advisory Services LLC 550.00%0.00%0.00%Q2 2013Q2 20145
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 550.02%0.02%0.02%Q1 2021Q1 20225
Foundations Investment Advisors, LLC 320.12%0.12%0.12%Q2 2018Q3 20235
Bartlett & Co. LLC 210.00%0.00%0.00%Q3 2013Q2 20205
Veracity Capital LLC 210.06%0.11%0.17%Q4 2019Q2 20235
High Net Worth Advisory Group LLC 550.01%0.01%0.01%Q4 2021Q4 20225
Waterfront Wealth Inc. 550.08%0.10%0.12%Q2 2021Q2 20225
CI INVESTMENTS INC. 550.00%0.00%0.01%Q3 2013Q3 20145
Optiver Holding B.V. 550.00%0.00%0.02%Q3 2022Q3 20235
Clear Perspective Advisors, LLC 550.00%0.00%0.00%Q2 2017Q2 20185
Avantax Planning Partners, Inc. 410.00%0.01%0.01%Q3 2018Q3 20235
Vivaldi Capital Management LP 550.06%0.10%0.13%Q3 2022Q3 20235
Integrated Investment Consultants, LLC 550.01%0.01%0.02%Q1 2016Q1 20175
Connacht Asset Management LP 557.55%9.43%13.13%Q2 2022Q2 20235
BW Gestao de Investimentos Ltda. 221.00%2.31%4.10%Q4 2013Q1 20165
Endurance Wealth Management, Inc. 550.00%0.00%0.00%Q2 2015Q2 20165
FIRST FOUNDATION ADVISORS 550.04%0.06%0.07%Q4 2013Q4 20145
Gunma Bank,Ltd. 321.36%2.48%3.63%Q2 2021Q3 20225
Hirtle Callaghan & Co LLC 550.00%0.00%0.00%Q3 2013Q3 20145
Merriman Wealth Management, LLC 410.05%0.09%0.25%Q4 2019Q3 20235
MPS Loria Financial Planners, LLC 410.05%0.06%0.08%Q2 2017Q1 20215
PRUDENTIAL FINANCIAL INC 410.00%0.00%0.01%Q4 2021Q1 20235
Verition Fund Management LLC 110.00%0.02%0.04%Q2 2021Q1 20234
WEALTHFRONT Corp 440.00%0.00%0.00%Q4 2014Q3 20154
Stearns Financial Services Group 310.00%0.28%0.56%Q4 2015Q4 20184
WINTRUST INVESTMENTS LLC 440.07%0.11%0.14%Q2 2016Q1 20174
Soros Fund Management 440.73%0.87%0.99%Q4 2022Q3 20234
MEITAV INVESTMENT HOUSE LTD 310.00%0.02%0.02%Q1 2020Q2 20234
PUBLIC SECTOR PENSION INVESTMENT BOARD 110.22%0.38%0.59%Q4 2018Q2 20204
Burt Wealth Advisors 440.02%0.03%0.03%Q4 2017Q3 20184
Destiny Wealth Partners, LLC 440.00%0.00%0.00%Q1 2022Q4 20224
Taylor Hoffman Wealth Management 440.01%0.01%0.01%Q3 2018Q2 20194
BOYS ARNOLD & CO INC 440.05%0.16%0.21%Q4 2013Q3 20144
Windsor Creek Advisors, LLC 310.13%0.26%0.35%Q4 2018Q2 20204
Jackson, Grant Investment Advisers, Inc. 440.04%0.07%0.08%Q2 2017Q1 20184
Hudock, Inc. 220.02%0.14%0.46%Q2 2014Q3 20154
1 NORTH WEALTH SERVICES LLC 220.00%0.01%0.03%Q4 2018Q4 20194
Strategic Value Partners, LLC 210.28%4.45%8.02%Q2 2018Q2 20234
Gruss & Co., LLC 440.46%1.47%3.20%Q3 2013Q2 20144
KWMG, LLC 440.00%0.00%0.01%Q2 2018Q1 20194
Placemark Investments, Inc. 440.00%0.02%0.04%Q3 2013Q2 20144
RMB Capital Management, LLC 220.01%0.03%0.05%Q4 2017Q4 20194
Stadion Money Management, LLC 210.03%0.30%0.97%Q3 2013Q2 20204
Lloyds Banking Group plc 310.00%0.01%0.02%Q2 2013Q2 20144
Point72 Asset Management, L.P. 210.00%0.01%0.02%Q1 2018Q3 20234
CPWM, LLC 310.04%0.05%0.08%Q1 2018Q2 20224
Signature Wealth Management Group 440.01%0.01%0.01%Q4 2017Q3 20184
SAL Trading, LLC 440.18%0.26%0.32%Q2 2022Q1 20234
Corient Private Wealth LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Edge Wealth Management LLC 440.08%0.51%0.99%Q2 2015Q1 20164
Joel Isaacson & Co., LLC 310.00%0.01%0.01%Q4 2013Q3 20154
Plante Moran Financial Advisors, LLC 440.00%0.00%0.00%Q1 2021Q4 20214
LAZARD ASSET MANAGEMENT LLC 310.00%0.00%0.00%Q2 2013Q4 20184
Y.D. More Investments Ltd 440.01%0.01%0.01%Q4 2022Q3 20234
VALICENTI ADVISORY SERVICES INC 441.20%1.24%1.27%Q2 2017Q1 20184
Evensky & Katz LLC 220.03%0.03%0.04%Q1 2021Q2 20224
Atlas Private Wealth Advisors 440.24%0.62%1.48%Q1 2021Q4 20214
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 440.15%0.28%0.32%Q4 2013Q3 20144
ROPES WEALTH ADVISORS LLC 440.01%0.01%0.01%Q3 2017Q2 20184
Institute for Wealth Management, LLC. 330.02%0.06%0.10%Q3 2020Q1 20214
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
Family Asset Management, LLC 441.50%2.79%3.80%Q4 2022Q3 20234
HWG Holdings LP 441.11%3.78%5.15%Q1 2017Q4 20174
Congress Wealth Management LLC / DE / 440.02%0.03%0.03%Q4 2022Q3 20234
Charles Schwab Investment Advisory, Inc. 440.53%0.64%0.75%Q2 2017Q1 20184
3EDGE Asset Management, LP 210.03%4.24%10.08%Q1 2017Q1 20234
Lombard Odier Transatlantic Ltd 440.86%0.91%1.02%Q1 2015Q4 20154
Jacobus Wealth Management, Inc. 440.25%0.33%0.43%Q2 2015Q1 20164
ASSOCIATED BANC-CORP 440.00%0.00%0.00%Q1 2020Q4 20204
1ST SOURCE BANK 440.08%0.13%0.14%Q3 2013Q2 20144
Wagner Wealth Management, LLC 440.02%0.03%0.05%Q4 2017Q3 20184
Transamerica Financial Advisors, Inc. 220.00%0.01%0.02%Q1 2015Q1 20164
BINGHAM OSBORN & SCARBOROUGH LLC 440.03%0.04%0.04%Q1 2014Q4 20144
Timber Hill LLC 210.00%0.02%0.05%Q2 2015Q3 20174
Clark Capital Management Group, Inc. 440.07%0.09%0.14%Q2 2013Q1 20144
Bison Wealth, LLC 210.00%0.03%0.12%Q2 2015Q3 20214
Rokos Capital Management LLP 210.20%0.77%1.70%Q4 2022Q3 20234
GeoWealth Management, LLC 330.06%0.33%0.76%Q2 2019Q4 20193
GUYASUTA INVESTMENT ADVISORS INC 330.11%0.12%0.13%Q4 2014Q2 20153
Robertson Stephens Wealth Management, LLC 330.07%0.27%0.41%Q1 2023Q3 20233
OneDigital Investment Advisors LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Global Assets Advisory, LLC 330.63%0.70%0.76%Q1 2023Q3 20233
ALTERNA WEALTH MANAGEMENT, INC 330.13%0.31%0.47%Q4 2018Q2 20193
One Capital Management, LLC 330.02%0.40%0.82%Q4 2022Q2 20233
GTS SECURITIES LLC 110.00%0.01%0.02%Q3 2023Q3 20233
Viewpoint Capital Management LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Sargent Investment Group, LLC 330.14%0.15%0.16%Q4 2018Q2 20193
MYCIO WEALTH PARTNERS, LLC 330.09%0.10%0.11%Q3 2016Q1 20173
BigSur Wealth Management LLC 330.31%0.49%0.58%Q1 2017Q3 20173
Proficio Capital Partners LLC 330.08%0.09%0.10%Q1 2023Q3 20233
SPROTT INC. 210.04%0.05%0.05%Q1 2015Q1 20233
SIMON QUICK ADVISORS, LLC 330.01%0.01%0.01%Q1 2017Q3 20173
Genesis Wealth Advisors, LLC 330.03%0.03%0.03%Q4 2014Q2 20153
BAROMETER CAPITAL MANAGEMENT INC. 330.17%0.21%0.26%Q4 2022Q2 20233
HARBOR INVESTMENT ADVISORY, LLC 330.00%0.00%0.00%Q4 2020Q2 20213
New England Private Wealth Advisors LLC 330.23%0.25%0.27%Q1 2014Q3 20143
GLG Partners LP 210.01%0.23%0.38%Q2 2016Q1 20173
JANUS HENDERSON INVESTORS US LLC 330.00%0.00%0.01%Q3 2016Q1 20173
FACTORY MUTUAL INSURANCE CO 330.17%0.21%0.28%Q1 2015Q3 20153
Dougherty Wealth Advisers LLC 330.01%0.01%0.01%Q4 2018Q2 20193
PAYDEN & RYGEL 330.09%0.16%0.22%Q1 2017Q3 20173
TUDOR INVESTMENT CORP ET AL 210.00%0.01%0.01%Q3 2022Q2 20233
Stevens First Principles Investment Advisors 330.84%1.19%1.38%Q2 2013Q4 20133
FineMark National Bank & Trust 330.00%0.00%0.00%Q3 2015Q1 20163
Fortis Advisors, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Sandy Spring Bank 210.00%0.01%0.01%Q2 2015Q3 20163
Brookstone Capital Management 330.01%0.02%0.03%Q4 2022Q2 20233
Clean Yield Group 210.00%0.00%0.00%Q1 2015Q2 20163
Southern Farm Bureau Life Insurance 333.83%4.32%4.59%Q1 2023Q3 20233
XPONANCE, INC. 332.09%4.11%5.62%Q1 2017Q3 20173
Cape Investment Advisory, Inc. 330.01%0.01%0.02%Q1 2023Q3 20233
Polianta Ltd 215.40%6.79%8.19%Q2 2017Q2 20193
TIAA, FSB 330.00%0.00%0.00%Q3 2018Q1 20193
SPHERA FUNDS MANAGEMENT LTD. 210.38%0.52%0.81%Q1 2014Q2 20153
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 110.08%0.18%0.31%Q3 2017Q1 20193
Caption Management, LLC 110.01%0.30%0.88%Q2 2018Q3 20223
Johnson Financial Group, Inc. 330.01%0.01%0.01%Q1 2014Q3 20143
Bienville Capital Management, LLC 330.10%0.11%0.12%Q2 2015Q4 20153
Moors & Cabot, Inc. 210.02%0.02%0.03%Q3 2018Q4 20193
Riggs Asset Managment Co. Inc. 331.20%2.39%3.10%Q1 2023Q3 20233
Capital Advisors, Ltd. LLC 330.11%0.12%0.13%Q1 2014Q3 20143
Good Life Advisors, LLC 330.62%0.95%1.29%Q1 2023Q3 20233
Jump Trading, LLC 110.00%0.00%0.01%Q3 2014Q2 20153
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 330.39%7.34%11.00%Q1 2023Q3 20233
Procyon Advisors, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
ARMOR ADVISORS, L.L.C. 3311.30%16.92%21.47%Q1 2023Q3 20233
Apollon Wealth Management, LLC 330.01%0.02%0.02%Q1 2023Q3 20233
MinichMacGregor Wealth Management, LLC 332.91%4.32%5.03%Q1 2023Q3 20233
First International Bank & Trust 332.47%2.65%2.76%Q1 2023Q3 20233
DeepCurrents Investment Group LLC 110.03%0.20%0.35%Q3 2022Q1 20233
GSB Wealth Management, LLC 330.06%0.14%0.23%Q2 2021Q4 20213
BBT Capital Management, LLC 210.24%0.33%0.46%Q3 2013Q4 20143
PFS INVESTMENTS INC. 332.39%3.22%4.05%Q4 2017Q2 20183
Venturi Wealth Management, LLC 210.11%0.18%0.21%Q4 2015Q2 20213
Regal Investment Advisors LLC 330.00%0.00%0.00%Q1 2015Q3 20153
RETIREMENT GUYS FORMULA LLC 332.62%3.19%3.63%Q4 2022Q2 20233
TRIANGLE PEAK PARTNERS, LP 333.59%4.91%5.96%Q4 2014Q2 20153
IronBridge Private Wealth, LLC 330.00%0.00%0.00%Q2 2021Q4 20213
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 330.01%0.41%0.62%Q1 2015Q3 20153
BRIGADE CAPITAL MANAGEMENT, LP 330.18%0.22%0.29%Q2 2019Q4 20193
Claret Asset Management Corp 210.05%0.07%0.11%Q2 2019Q2 20213
Strategic Capital Alternatives LLC 210.00%0.00%0.01%Q3 2014Q3 20153
Del-Sette Capital Management, LLC 333.59%5.36%6.52%Q1 2023Q3 20233
Merit Financial Group, LLC 330.02%0.04%0.04%Q1 2023Q3 20233
Executive Wealth Management, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
AXXCESS WEALTH MANAGEMENT, LLC 330.01%0.02%0.03%Q1 2023Q3 20233
FundX Investment Group, LLC 110.79%2.76%5.99%Q2 2014Q4 20193
Select Asset Management & Trust 210.65%1.18%1.83%Q2 2014Q2 20153
TWO SIGMA ADVISERS, LP 330.00%0.01%0.01%Q1 2023Q3 20233
CASTLEARK MANAGEMENT LLC 330.44%0.58%0.83%Q2 2015Q4 20153
Claro Advisors LLC 330.14%0.17%0.18%Q4 2022Q2 20233
Gyon Technologies Capital Management, LP 110.12%0.28%0.45%Q3 2020Q4 20213
ASSET ADVISORS CORP 330.00%0.00%0.00%Q4 2017Q2 20183
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Newbridge Financial Services Group, Inc. 330.03%0.06%0.10%Q1 2023Q3 20233
QVR LLC 210.08%0.12%0.15%Q4 2017Q3 20183
Prestige Wealth Management Group LLC 330.00%0.00%0.00%Q2 2019Q4 20193
Glovista Investments LLC 210.07%2.01%3.30%Q1 2015Q1 20173
Maven Securities LTD 110.01%0.02%0.02%Q4 2021Q3 20233
TCI Wealth Advisors, Inc. 110.00%0.00%0.00%Q3 2016Q2 20223
REGIONS FINANCIAL CORP 210.00%0.00%0.00%Q4 2017Q3 20183
Tortoise Investment Management, LLC 330.01%0.01%0.01%Q4 2014Q2 20153
Bogart Wealth, LLC 330.00%0.00%0.00%Q2 2021Q4 20213
Lehman & Derafelo Financial Resources LLC 330.01%0.01%0.01%Q4 2019Q2 20203
Sowell Financial Services LLC 210.00%0.07%0.12%Q1 2021Q2 20233
Orion Portfolio Solutions, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Coatue Management 210.00%0.01%0.01%Q1 2019Q4 20193
Leucadia National 220.00%0.04%0.11%Q4 2022Q1 20233
Anfield Capital Management, LLC 331.12%1.28%1.40%Q1 2023Q3 20233
HARBOUR INVESTMENTS, INC. 330.00%0.00%0.00%Q1 2021Q3 20213
United Asset Strategies, Inc. 330.05%0.08%0.10%Q4 2022Q2 20233
Realta Investment Advisors 220.00%0.00%0.00%Q1 2019Q2 20192
XR Securities LLC 220.07%0.07%0.08%Q2 2018Q3 20182
Zurich Insurance Group Ltd/FI 110.00%0.05%0.10%Q3 2015Q4 20182
Cypress Wealth Services, LLC 220.06%0.06%0.06%Q1 2023Q2 20232
BANK OF HAWAII 220.10%0.10%0.11%Q3 2014Q4 20142
OLD MISSION CAPITAL, LLC 110.10%0.16%0.22%Q4 2016Q4 20202
SEI INVESTMENTS CO 110.00%0.00%0.00%Q4 2017Q2 20182
SUMITOMO LIFE INSURANCE CO 220.26%0.45%0.64%Q2 2023Q3 20232
Cordasco Financial Network 220.07%0.07%0.07%Q2 2017Q3 20172
River Wealth Advisors LLC 220.00%0.00%0.00%Q2 2018Q3 20182
HighVista Strategies LLC 220.01%0.01%0.02%Q2 2013Q3 20132
Consolidated Portfolio Review Corp 220.08%0.09%0.09%Q2 2023Q3 20232
BALYASNY ASSET MANAGEMENT L.P. 110.01%0.06%0.10%Q1 2022Q3 20222
Winch Advisory Services, LLC 220.00%0.00%0.00%Q1 2015Q2 20152
Wealthspire Advisors, L.P. 110.00%0.01%0.01%Q1 2018Q3 20202
Dixon Hughes Goodman Wealth Advisors LLC 220.01%0.01%0.01%Q4 2021Q1 20222
PRICE T ROWE ASSOCIATES INC /MD/ 220.00%0.00%0.00%Q2 2019Q3 20192
Ameritas Investment Company, LLC 110.01%0.02%0.02%Q4 2018Q3 20192
Dynamic Advisor Solutions LLC 220.42%0.45%0.48%Q2 2020Q3 20202
Alpha Omega Wealth Management LLC 220.01%0.01%0.01%Q2 2018Q3 20182
FDx Advisors, Inc. 220.01%0.01%0.01%Q1 2021Q2 20212
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Susquehanna International Securities, Ltd. 220.49%0.54%0.60%Q2 2023Q3 20232
Integrated Advisors Network LLC 220.08%0.08%0.08%Q2 2021Q3 20212
BlackRock Institutional Trust Company, N.A. 110.00%0.00%0.00%Q2 2013Q1 20142
JANA PARTNERS LLC 220.08%0.20%0.32%Q2 2018Q3 20182
FWL INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2022Q3 20232
Choate Investment Advisors 220.06%0.07%0.08%Q2 2014Q3 20142
Frontier Wealth Management LLC 220.14%0.15%0.16%Q4 2014Q1 20152
Smith & Howard Wealth Management, LLC 220.06%0.06%0.06%Q3 2013Q4 20132
American Financial Network Advisory Services LLC 220.01%0.01%0.01%Q3 2017Q4 20172
OXFORD FINANCIAL GROUP, LTD. LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Alpha Wave Global, LP 115.93%9.85%13.77%Q2 2018Q4 20182
JOHNSON INVESTMENT COUNSEL INC 220.01%0.01%0.01%Q4 2021Q1 20222
Consolidated Investment Group LLC 221.49%1.77%2.04%Q2 2014Q3 20142
Financial Management Professionals, Inc. 220.00%0.46%0.92%Q2 2023Q3 20232
Hedges Asset Management LLC 220.18%0.19%0.20%Q2 2023Q3 20232
Chicago Partners Investment Group LLC 220.00%0.00%0.00%Q3 2017Q4 20172
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC 110.18%0.79%1.40%Q3 2017Q3 20172
GPS Wealth Strategies Group, LLC 220.12%0.12%0.13%Q2 2023Q3 20232
Weiss Multi-Strategy Advisers LLC 110.03%0.07%0.12%Q2 2013Q3 20142
High Falls Advisors, Inc 110.34%0.34%0.34%Q4 2015Q2 20162
Ameliora Wealth Management Ltd. 220.04%0.05%0.05%Q3 2022Q4 20222
Sandy Cove Advisors, LLC 220.05%0.06%0.06%Q4 2021Q1 20222
JONES FINANCIAL COMPANIES LLLP 220.00%0.00%0.00%Q4 2016Q1 20172
Pekin Hardy Strauss, Inc. 220.14%0.14%0.15%Q2 2021Q3 20212
Orion Capital Management LLC 110.04%0.05%0.05%Q1 2023Q3 20232
Nicholas Investment Partners, LP 220.19%0.19%0.20%Q3 2013Q4 20132
Apollo Management Holdings, L.P. 220.05%0.09%0.13%Q3 2018Q4 20182
Country Club Trust Company, n.a. 220.06%0.06%0.06%Q2 2017Q3 20172
Catamount Wealth Management 220.00%0.00%0.00%Q1 2015Q2 20152
PRELUDE CAPITAL MANAGEMENT, LLC 110.00%2.97%5.94%Q1 2013Q1 20172
PEAK FINANCIAL ADVISORS LLC 226.59%6.66%6.73%Q2 2021Q3 20212
Leicht Financial Planning & Wealth Management, Inc. 222.06%2.06%2.07%Q2 2023Q3 20232
EverSource Wealth Advisors, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
SEARLE & CO. 110.23%0.23%0.24%Q1 2017Q1 20192
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
Halpern Financial, Inc. 220.21%0.23%0.26%Q1 2022Q2 20222
FARMERS & MERCHANTS INVESTMENTS INC 220.00%0.00%0.00%Q1 2018Q2 20182
OPPENHEIMER ASSET MANAGEMENT INC. 220.00%0.00%0.00%Q2 2017Q3 20172
Evolution Wealth Advisors, LLC 220.03%0.03%0.03%Q3 2020Q4 20202
BTG Pactual Global Asset Management Ltd 221.66%1.85%2.04%Q2 2023Q3 20232
KILEY JUERGENS WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
WNY Asset Management, LLC 220.08%0.09%0.09%Q2 2021Q3 20212
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 220.02%0.03%0.03%Q3 2021Q4 20212
Friedenthal Financial 223.15%3.21%3.27%Q3 2017Q4 20172
JACKSON SQUARE CAPITAL, LLC 220.01%0.03%0.05%Q2 2020Q3 20202
Perennial Investment Advisors, LLC 220.06%0.06%0.06%Q2 2023Q3 20232
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 220.01%0.01%0.01%Q4 2021Q1 20222
Velan Capital Investment Management LP 113.83%9.54%15.26%Q3 2022Q1 20232
STIFEL NICOLAUS & CO INC \MO\ 220.01%0.01%0.01%Q2 2013Q3 20132
CORRADO ADVISORS, LLC 222.29%2.46%2.62%Q2 2014Q3 20142
WASHINGTON TRUST Co 110.00%0.00%0.00%Q2 2018Q1 20202
Moloney Securities Asset Management, LLC 220.22%0.22%0.23%Q1 2017Q2 20172
WEALTHSOURCE PARTNERS, LLC 220.07%0.07%0.08%Q3 2017Q4 20172
NewSquare Capital LLC 110.00%0.00%0.00%Q4 2016Q4 20182
Ausdal Financial Partners, Inc. 110.05%0.17%0.30%Q4 2015Q2 20172
Columbus Macro, LLC 220.25%0.30%0.34%Q1 2021Q2 20212
Vontobel Swiss Wealth Advisors AG 110.01%0.13%0.25%Q4 2014Q4 20182
Argentus Capital Management, LLC 220.00%0.00%0.00%Q3 2015Q4 20152
Millington Financial Advisors, LLC 221.04%1.06%1.07%Q2 2023Q3 20232
Schonfeld Strategic Advisors LLC 110.00%0.09%0.17%Q3 2020Q4 20222
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 220.02%0.02%0.02%Q3 2019Q4 20192
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.03%0.05%Q2 2018Q3 20192
PARAMETRIC PORTFOLIO ASSOCIATES LLC 110.00%0.00%0.00%Q3 2013Q2 20182
BB&T INVESTMENT SERVICES, INC. 220.00%0.01%0.01%Q3 2017Q4 20172
Paloma Partners Management Co 110.02%0.07%0.11%Q4 2017Q3 20222
Concentrum Wealth Management 221.77%1.82%1.88%Q2 2023Q3 20232
CANADA PENSION PLAN INVESTMENT BOARD 220.01%0.01%0.01%Q1 2019Q2 20192
Personal Wealth Partners 220.00%0.00%0.00%Q2 2019Q3 20192
Miracle Mile Advisors, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Woodline Partners LP 220.25%0.33%0.42%Q2 2023Q3 20232
Invesco Ltd. 110.00%0.00%0.00%Q2 2014Q2 20192
Keebeck Wealth Management, LLC 110.04%0.04%0.04%Q4 2021Q2 20222
MONEY CONCEPTS CAPITAL CORP 110.00%0.05%0.11%Q4 2022Q2 20232
Financial Enhancement Group LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Almanack Investment Partners, LLC. 110.11%0.14%0.18%Q1 2017Q2 20182
FOREFRONT WEALTH MANAGEMENT INC. 222.39%2.49%2.60%Q2 2023Q3 20232
Harbour Capital Advisors, LLC 110.05%0.06%0.08%Q3 2016Q1 20172
CHATHAM CAPITAL GROUP, INC. 220.06%0.10%0.14%Q3 2014Q4 20142
IFC Holdings Incorporated/FL 220.03%0.03%0.03%Q3 2017Q4 20172
Atlas Private Wealth Management, LLC 220.03%0.03%0.04%Q4 2019Q1 20202
Coco Enterprises, LLC 221.70%1.72%1.75%Q2 2023Q3 20232
CenterStar Fund, LLC 110.00%0.04%0.09%Q4 2016Q4 20162
ZEKE CAPITAL ADVISORS, LLC 110.10%0.10%0.10%Q3 2016Q3 20161
Brookfield Asset Management 110.04%0.04%0.04%Q1 2022Q1 20221
Moisand Fitzgerald Tamayo, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Hall Kathryn A. 110.41%0.41%0.41%Q1 2023Q1 20231
Eagle Strategies LLC 110.40%0.40%0.40%Q4 2021Q4 20211
WealthTrust Axiom LLC 110.38%0.38%0.38%Q4 2020Q4 20201
Alpine Global Management, LLC 110.29%0.29%0.29%Q4 2016Q4 20161
ATWOOD & PALMER INC 110.00%0.00%0.00%Q3 2020Q3 20201
LEVEL FOUR ADVISORY SERVICES, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
West Tower Group, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
ROBERTSON STEPHENS ADVISORS LLC 110.12%0.12%0.12%Q4 2016Q4 20161
GREAT LAKES ADVISORS, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
Envestnet Portfolio Solutions, Inc. 110.03%0.03%0.03%Q3 2023Q3 20231
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
BRAVE ASSET MANAGEMENT INC 110.17%0.17%0.17%Q1 2018Q1 20181
HNP Capital LLC 112.20%2.20%2.20%Q1 2020Q1 20201
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
NOMURA ASSET MANAGEMENT CO LTD 110.01%0.01%0.01%Q3 2021Q3 20211
MACQUARIE GROUP LTD 110.00%0.00%0.00%Q3 2013Q3 20131
Lebenthal Asset Management, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
MD Financial Management Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
CITIZENS FINANCIAL GROUP INC/RI 110.00%0.00%0.00%Q4 2017Q4 20171
Korea Investment CORP 110.08%0.08%0.08%Q1 2020Q1 20201
Anchor Investment Management, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
Peak Capital Management LLC 110.02%0.02%0.02%Q2 2018Q2 20181
Shamrock Asset Management LLC 110.47%0.47%0.47%Q2 2015Q2 20151
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Sonora Investment Management, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
FNY Investment Advisers, LLC 110.14%0.14%0.14%Q3 2021Q3 20211
Sageworth Trust Co 110.11%0.11%0.11%Q3 2013Q3 20131
MARVIN & PALMER ASSOCIATES INC 110.71%0.71%0.71%Q2 2023Q2 20231
VONTOBEL ASSET MANAGEMENT INC 110.02%0.02%0.02%Q3 2023Q3 20231
WFA of San Diego, LLC 110.06%0.06%0.06%Q2 2020Q2 20201
Retirement Planning Co of New England, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
HBK INVESTMENTS L P 110.01%0.01%0.01%Q1 2019Q1 20191
CapWealth Advisors, LLC 110.00%0.00%0.00%Q3 2014Q3 20141
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Clearstead Trust, LLC 110.02%0.02%0.02%Q2 2017Q2 20171
WealthTrust Fairport, LLC 110.00%0.00%0.00%Q4 2014Q4 20141
KESTRA PRIVATE WEALTH SERVICES, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Roof Eidam Maycock Peralta, LLC 110.04%0.04%0.04%Q3 2019Q3 20191
Accurate Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Cordant, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
San Luis Wealth Advisors LLC 110.24%0.24%0.24%Q2 2022Q2 20221
Paulson Wealth Management Inc. 110.03%0.03%0.03%Q4 2017Q4 20171
Allegis Investment Advisors, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
COWA, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
TRUST CO OF VERMONT 110.00%0.00%0.00%Q2 2021Q2 20211
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
ICA Group Wealth Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Strategic Blueprint, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Y-Intercept (Hong Kong) Ltd 110.03%0.03%0.03%Q2 2023Q2 20231
VCU Investment Management Co 115.09%5.09%5.09%Q1 2020Q1 20201
BOOTHBAY FUND MANAGEMENT, LLC 110.09%0.09%0.09%Q4 2021Q4 20211
Boyle Capital Management, L.L.C. 110.31%0.31%0.31%Q2 2015Q2 20151
Authentikos Wealth Advisory, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Blue Trust, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
YorkBridge Wealth Partners, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Princeton Alpha Management LP 110.06%0.06%0.06%Q1 2014Q1 20141
Ground Swell Capital, LLC 113.51%3.51%3.51%Q4 2022Q4 20221
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Evermore Global Advisors, LLC 113.29%3.29%3.29%Q3 2020Q3 20201
Guidance Point Advisors, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Selective Wealth Management, Inc. 110.01%0.01%0.01%Q3 2022Q3 20221
Visionary Wealth Advisors 110.02%0.02%0.02%Q2 2021Q2 20211
KRAEMATON INVESTMENT ADVISORS, INC 110.02%0.02%0.02%Q4 2022Q4 20221
Ranch Capital Advisors Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
RPg Family Wealth Advisory, LLC 112.45%2.45%2.45%Q2 2023Q2 20231
UBS OCONNOR LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Capula Management Ltd 110.27%0.27%0.27%Q1 2023Q1 20231
Apriem Advisors 110.01%0.01%0.01%Q2 2018Q2 20181
FDO Partners, LLC 112.47%2.47%2.47%Q4 2017Q4 20171
400 Capital Management LLC 110.51%0.51%0.51%Q1 2022Q1 20221
SURIENCE PRIVATE WEALTH LLC 113.91%3.91%3.91%Q1 2023Q1 20231
BOSTON PROVIDENT, L.P. 111.73%1.73%1.73%Q3 2014Q3 20141
Lowe Wealth Advisors, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Gladstone Institutional Advisory LLC 110.46%0.46%0.46%Q1 2023Q1 20231
DCM Advisors, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Bramshill Investments, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
QCM Cayman, Ltd. 110.07%0.07%0.07%Q3 2015Q3 20151
Newfoundland Capital Management 110.25%0.25%0.25%Q3 2022Q3 20221
Truepoint, Inc. 110.03%0.03%0.03%Q1 2022Q1 20221
Safeguard Investment Advisory Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
EA Series Trust 110.07%0.07%0.07%Q2 2023Q2 20231
Bedel Financial Consulting, Inc. 110.01%0.01%0.01%Q3 2018Q3 20181
CIBC Private Wealth Group, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Krilogy Financial LLC 110.01%0.01%0.01%Q2 2016Q2 20161
Berkeley Capital Partners, LLC 110.23%0.23%0.23%Q4 2017Q4 20171
Empowered Funds, LLC 110.07%0.07%0.07%Q2 2023Q2 20231
LINCOLN NATIONAL CORP 110.01%0.01%0.01%Q4 2017Q4 20171
K2 PRINCIPAL FUND, L.P. 110.64%0.64%0.64%Q3 2018Q3 20181
RGT Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Fiduciary Trust Co International of Pennsylvania 110.41%0.41%0.41%Q2 2018Q2 20181
Headlands Technologies LLC 110.08%0.08%0.08%Q4 2022Q4 20221
STATE OF WISCONSIN INVESTMENT BOARD 110.00%0.00%0.00%Q2 2020Q2 20201
SOCIETE GENERALE 110.35%0.35%0.35%Q2 2016Q2 20161
Householder Group Estate & Retirement Specialist, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Camarda Financial Advisors, LLC 110.04%0.04%0.04%Q2 2018Q2 20181
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Financial Advocates Investment Management 110.02%0.02%0.02%Q3 2023Q3 20231
Brouwer & Janachowski, LLC 110.08%0.08%0.08%Q1 2016Q1 20161
FIRST FINANCIAL EQUITY CORPORATION 110.05%0.05%0.05%Q1 2017Q1 20171
Asset Advisors Investment Management, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Glassman Wealth Services 110.06%0.06%0.06%Q2 2016Q2 20161
New Capital Management LP 110.00%0.00%0.00%Q2 2017Q2 20171
AMP Capital Investors Ltd 110.00%0.00%0.00%Q2 2016Q2 20161
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q2 2019Q2 20191
MACKENZIE FINANCIAL CORP 110.00%0.00%0.00%Q1 2020Q1 20201
EXENCIAL WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q1 2013Q1 20131
AVALON CAPITAL MANAGEMENT 111.89%1.89%1.89%Q1 2017Q1 20171
CHILTON INVESTMENT CO INC. 110.01%0.01%0.01%Q4 2020Q4 20201
Altium Wealth Management LLC 110.03%0.03%0.03%Q4 2019Q4 20191
WealthBridge Capital Management, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Level Financial Advisors 110.00%0.00%0.00%Q4 2021Q4 20211
MILESTONE ASSET MANAGEMENT, LLC 110.12%0.12%0.12%Q1 2023Q1 20231
Trilogy Capital Inc. 110.00%0.00%0.00%Q3 2018Q3 20181
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q1 2015Q1 20151
STANSBERRY ASSET MANAGEMENT, LLC 110.13%0.13%0.13%Q2 2018Q2 20181
CAPITAL FUND MANAGEMENT S.A. 110.00%0.00%0.00%Q3 2022Q3 20221
DecisionPoint Financial, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Centiva Capital, LP 110.01%0.01%0.01%Q2 2022Q2 20221
OPTIMUM INVESTMENT ADVISORS 110.00%0.00%0.00%Q1 2018Q1 20181
Permanens Capital L.P. 110.01%0.01%0.01%Q2 2021Q2 20211
Vantage Financial Partners Ltd., Inc. 112.22%2.22%2.22%Q2 2017Q2 20171
BlackDiamond Wealth Management, LLC 110.25%0.25%0.25%Q1 2022Q1 20221
Progeny 3, Inc. 115.20%5.20%5.20%Q2 2016Q2 20161
INSIGNEO ADVISORY SERVICES, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
LITTLE HOUSE CAPITAL LLC 110.06%0.06%0.06%Q1 2019Q1 20191
STEPHENS INC /AR/ 110.05%0.05%0.05%Q1 2023Q1 20231
Concert Wealth Management Inc. 110.01%0.01%0.01%Q3 2016Q3 20161
Destination Wealth Management 110.00%0.00%0.00%Q1 2018Q1 20181
PICTON MAHONEY ASSET MANAGEMENT 110.77%0.77%0.77%Q2 2018Q2 20181
Proquility Private Wealth Partners, LLC 110.13%0.13%0.13%Q4 2022Q4 20221
Arkadios Wealth Advisors 110.01%0.01%0.01%Q2 2021Q2 20211
GSA CAPITAL PARTNERS LLP 110.04%0.04%0.04%Q3 2023Q3 20231
CHURCHILL MANAGEMENT Corp 113.49%3.49%3.49%Q4 2013Q4 20131
CAHILL FINANCIAL ADVISORS INC 110.44%0.44%0.44%Q2 2014Q2 20141
FNY Managed Accounts LLC 111.55%1.55%1.55%Q3 2014Q3 20141
EMERSON INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
MANCHESTER FINANCIAL INC 110.00%0.00%0.00%Q2 2019Q2 20191
Balentine LLC 110.02%0.02%0.02%Q1 2015Q1 20151
KEYBANK NATIONAL ASSOCIATION/OH 110.00%0.00%0.00%Q3 2017Q3 20171
SENTINEL TRUST CO LBA 110.06%0.06%0.06%Q2 2016Q2 20161
Arden Trust Co 110.00%0.00%0.00%Q1 2020Q1 20201
Doman Group, LLC 110.35%0.35%0.35%Q4 2021Q4 20211
BBVA USA Bancshares, Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q4 2017Q4 20171
One Charles Private Wealth Services, LLC 110.24%0.24%0.24%Q3 2021Q3 20211
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
RDA Financial Network 110.12%0.12%0.12%Q1 2023Q1 20231
Parkwood LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Rehmann Capital Advisory Group 110.00%0.00%0.00%Q1 2018Q1 20181
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Ellis Investment Partners, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
MARINER INVESTMENT GROUP LLC 110.00%0.00%0.00%Q2 2014Q2 20141
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 110.45%0.45%0.45%Q4 2017Q4 20171
MOTCO 110.00%0.00%0.00%Q3 2015Q3 20151
Cohen Capital Management, Inc. 110.01%0.01%0.01%Q1 2017Q1 20171
Wealth Quarterback LLC 110.00%0.00%0.00%Q4 2019Q4 20191
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 110.07%0.07%0.07%Q4 2017Q4 20171
Impact Partnership Wealth, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Platinum Management (NY) LLC 110.94%0.94%0.94%Q3 2013Q3 20131
External links

This page lists all the filers that currently own SPDR INDEX SHS FDS or have owned SPDR INDEX SHS FDS in the past.