SPDR SERIES TRUST shareholder history

Current and past SPDR SERIES TRUST shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
GOLDMAN SACHS GROUP INC 4240.00%0.01%0.06%Q1 2012Q3 2023123
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.01%0.06%Q2 2013Q3 2023121
Parallax Volatility Advisers, L.P. 42420.00%0.02%0.19%Q2 2013Q3 2023120
CITIGROUP INC 42420.00%0.02%0.13%Q2 2013Q3 2023112
BARCLAYS PLC 42420.00%0.01%0.06%Q2 2013Q3 2023112
UBS Group AG 36360.00%0.01%0.04%Q4 2014Q3 202396
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.03%Q2 2013Q3 202393
Citadel Advisors 3140.00%0.01%0.03%Q4 2014Q3 202389
Walleye Trading LLC 2710.00%0.01%0.11%Q2 2013Q3 202387
CREDIT SUISSE AG/ 43430.00%0.01%0.06%Q1 2013Q3 202387
Cutler Group LLC / CA 32320.00%0.05%0.90%Q4 2015Q3 202386
WOLVERINE TRADING, LLC 15130.00%0.01%0.03%Q2 2016Q3 202378
JANE STREET GROUP, LLC 3130.00%0.03%0.61%Q1 2015Q3 202377
ROYAL BANK OF CANADA 42420.00%0.01%0.04%Q2 2013Q3 202375
Twin Tree Management, LP 20100.00%0.08%0.88%Q4 2012Q3 202374
BNP PARIBAS FINANCIAL MARKETS 42420.00%0.04%0.35%Q2 2013Q3 202372
CAPITAL FUND MANAGEMENT S.A. 1910.00%0.03%0.14%Q2 2014Q3 202365
Paloma Partners Management Co 1310.00%0.16%1.14%Q1 2014Q3 202362
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.02%Q2 2013Q3 202358
BANK OF MONTREAL /CAN/ 2420.00%0.00%0.04%Q2 2013Q3 202356
MILLENNIUM MANAGEMENT LLC 1210.00%0.01%0.08%Q2 2013Q3 202351
HAP Trading, LLC 710.00%0.03%0.32%Q2 2013Q3 202247
HSBC HOLDINGS PLC 1120.00%0.00%0.02%Q1 2012Q3 202345
TWO SIGMA SECURITIES, LLC 1010.00%0.11%1.63%Q4 2014Q3 202343
Freedom Investment Management, Inc. 43430.02%0.05%0.13%Q1 2013Q3 202343
MORGAN STANLEY 42420.00%0.02%0.07%Q2 2013Q3 202342
CULLEN/FROST BANKERS, INC. 42420.00%0.11%0.42%Q2 2013Q3 202342
SG Americas Securities, LLC 42420.00%0.06%0.18%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.02%0.06%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 41410.00%0.00%0.01%Q3 2013Q3 202341
JPMORGAN CHASE & CO 3220.00%0.01%0.03%Q2 2013Q3 202340
HighTower Advisors, LLC 1750.00%0.02%0.08%Q2 2013Q3 202340
NOMURA HOLDINGS INC 810.00%0.02%0.07%Q1 2013Q3 202339
AMERIPRISE FINANCIAL INC 3260.00%0.00%0.01%Q2 2013Q3 202338
Spot Trading L.L.C 950.00%0.05%0.50%Q2 2013Q1 201738
JENNISON ASSOCIATES LLC 38380.00%0.00%0.01%Q2 2014Q3 202338
RAYMOND JAMES & ASSOCIATES 3150.00%0.01%0.03%Q4 2013Q3 202337
TWO SIGMA INVESTMENTS, LP 1010.00%0.01%0.05%Q4 2013Q1 202237
Jefferies Group LLC 510.00%0.04%0.16%Q3 2013Q2 202237
Family Firm, Inc. 36360.20%0.31%0.43%Q4 2014Q3 202336
Gradient Investments LLC 1710.00%0.07%0.54%Q2 2013Q3 202336
NATIXIS 2030.00%0.12%0.50%Q2 2013Q3 202336
PEAK6 Group LLC 1520.00%0.00%0.03%Q3 2013Q2 201834
Tower Research Capital LLC (TRC) 1020.00%0.13%0.55%Q2 2013Q3 202334
DEUTSCHE BANK AG\ 1060.00%0.00%0.05%Q3 2013Q3 202333
IFP Advisors, Inc 17140.00%0.01%0.06%Q4 2015Q3 202331
Daiwa Securities Group Inc. 29290.00%0.00%0.01%Q3 2016Q3 202329
ENVESTNET ASSET MANAGEMENT INC 1210.00%0.00%0.01%Q2 2013Q3 202329
Creative Planning 810.00%0.00%0.02%Q2 2013Q1 202328
INSIGHT 2811, INC. 15130.13%0.20%0.27%Q2 2016Q3 202328
SCOTIA CAPITAL INC. 1960.00%0.01%0.02%Q1 2017Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.02%Q2 2013Q4 201927
B. Riley Wealth Advisors, Inc. 2310.00%0.03%0.07%Q2 2013Q3 202326
Endurance Wealth Management, Inc. 26260.00%0.00%0.00%Q1 2017Q2 202326
COMMERZBANK AKTIENGESELLSCHAFT /FI 26260.00%0.06%0.15%Q2 2013Q3 201926
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1210.00%0.00%0.00%Q3 2013Q3 202326
Steward Partners Investment Advisory, LLC 1880.00%0.00%0.01%Q4 2016Q3 202326
BALYASNY ASSET MANAGEMENT L.P. 910.00%0.04%0.14%Q4 2013Q3 202325
Sicart Associates LLC 25250.18%0.41%0.71%Q4 2016Q4 202225
Main Management LLC 25250.00%0.80%5.50%Q3 2017Q3 202325
OneDigital Investment Advisors LLC 2050.02%0.10%0.57%Q2 2017Q3 202325
Advisory Services Network, LLC 2140.00%0.01%0.04%Q2 2017Q3 202325
Orbitronix, LP 1210.18%2.24%5.61%Q2 2013Q4 201624
STIFEL FINANCIAL CORP 1220.00%0.01%0.03%Q4 2015Q3 202323
Quantitative Investment Management, LLC 910.01%0.27%0.93%Q2 2013Q4 202223
CALTON & ASSOCIATES, INC. 23230.05%0.28%0.55%Q4 2017Q2 202323
Winch Advisory Services, LLC 23230.00%0.18%1.38%Q1 2018Q3 202323
BLAIR WILLIAM & CO/IL 23230.00%0.01%0.02%Q1 2018Q3 202323
Global Retirement Partners, LLC 1670.00%0.01%0.04%Q4 2017Q3 202323
WOLVERINE ASSET MANAGEMENT LLC 710.00%0.00%0.04%Q2 2013Q1 201822
Transamerica Financial Advisors, Inc. 910.00%0.00%0.00%Q1 2014Q3 202322
Cambridge Investment Research Advisors, Inc. 12100.00%0.01%0.05%Q3 2017Q3 202322
CAPSTONE INVESTMENT ADVISORS, LLC 310.00%0.11%0.44%Q2 2013Q1 202222
LS Investment Advisors, LLC 22220.00%0.16%1.74%Q2 2017Q3 202222
BENJAMIN F. EDWARDS & COMPANY, INC. 1430.00%0.09%0.40%Q2 2016Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
WHITTIER TRUST CO OF NEVADA INC 1380.00%0.00%0.01%Q1 2016Q3 202321
SIMPLEX TRADING, LLC 810.00%0.01%0.07%Q4 2014Q2 202321
CIBC WORLD MARKET INC. 1810.00%0.01%0.03%Q3 2016Q1 202321
Raymond James Financial Services Advisors, Inc. 1210.00%0.03%0.09%Q2 2016Q3 202321
American Portfolios Advisors 20200.00%0.02%0.17%Q4 2017Q3 202220
RPg Family Wealth Advisory, LLC 1640.01%0.09%0.81%Q1 2017Q1 202220
Financial Gravity Asset Management, Inc. 1230.00%0.01%0.04%Q1 2018Q3 202320
Lumina Fund Management LLC 20200.06%0.13%0.23%Q2 2013Q1 201820
FMR LLC 1110.00%0.00%0.00%Q1 2014Q3 202320
OPPENHEIMER & CO INC 910.00%0.02%0.04%Q3 2013Q3 202320
STATE STREET CORP 20200.00%0.00%0.00%Q2 2013Q1 201820
Laurel Wealth Advisors LLC 20200.00%0.02%0.16%Q4 2018Q3 202320
SOL Capital Management CO 1610.03%0.09%0.15%Q4 2014Q2 202320
US BANCORP \DE\ 1420.00%0.00%0.00%Q1 2016Q3 202319
Ionic Capital Management LLC 11110.00%0.17%0.48%Q2 2013Q4 201519
BAROMETER CAPITAL MANAGEMENT INC. 1010.07%0.25%0.60%Q1 2016Q3 202319
PEAK6 Investments LLC 910.00%0.03%0.29%Q2 2020Q4 202219
MARSHALL WACE, LLP 310.00%0.01%0.06%Q1 2014Q3 202318
Fisher Asset Management, LLC 18180.00%0.01%0.10%Q2 2019Q3 202318
UBS AG 660.00%0.03%0.12%Q2 2013Q3 201418
CWM, LLC 1080.00%0.00%0.00%Q1 2019Q3 202318
Graham Capital Management, L.P. 610.04%0.32%1.53%Q2 2013Q1 202318
Vanderbilt University 17179.72%13.04%16.64%Q3 2019Q3 202317
Squarepoint Ops LLC 720.00%0.04%0.13%Q3 2019Q3 202317
SIGMA INVESTMENT COUNSELORS INC 1210.02%0.03%0.04%Q4 2014Q3 202317
Prospera Financial Services Inc 1410.01%0.08%0.16%Q4 2016Q1 202317
TOCQUEVILLE ASSET MANAGEMENT L.P. 17170.02%0.12%0.26%Q1 2016Q1 202017
Global Endowment Management, LP 830.02%0.09%0.23%Q2 2013Q3 201817
Bartlett & Co. LLC 16160.00%0.00%0.00%Q2 2013Q1 201716
COMMONWEALTH EQUITY SERVICES, LLC 1510.00%0.02%0.04%Q4 2017Q3 202316
Capula Management Ltd 410.01%0.14%0.44%Q2 2019Q2 202216
Heartwood Wealth Advisors LLC 16160.06%0.22%1.04%Q4 2019Q3 202316
INTEGRAL DERIVATIVES, LLC 220.00%0.01%0.06%Q4 2013Q4 201716
Timber Hill LLC 710.00%0.02%0.06%Q2 2013Q1 201816
Jacobi Capital Management LLC 15150.00%0.00%0.01%Q1 2018Q3 202115
Advisor Group, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
Riggs Asset Managment Co. Inc. 1110.00%1.90%4.30%Q2 2016Q3 202315
Parallel Advisors, LLC 1310.00%0.00%0.00%Q2 2018Q3 202315
Sandy Spring Bank 15150.00%0.00%0.01%Q2 2013Q4 201615
Retirement Group, LLC 1410.00%0.00%0.01%Q4 2019Q3 202315
MSI Financial Services Inc 15150.00%0.00%0.02%Q2 2013Q4 201615
CITIZENS FINANCIAL GROUP INC/RI 15150.02%0.02%0.03%Q1 2020Q3 202315
CREDIT AGRICOLE S A 870.00%0.03%0.09%Q2 2014Q3 202315
Rockefeller Capital Management L.P. 1410.00%0.00%0.02%Q2 2018Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.03%0.08%Q1 2020Q3 202315
Equitable Holdings, Inc. 15150.01%0.01%0.02%Q1 2020Q3 202315
Edge Wealth Management LLC 1410.00%0.01%0.02%Q3 2016Q2 202015
Point72 Asset Management, L.P. 310.00%0.04%0.12%Q2 2014Q3 202315
IHT Wealth Management, LLC 1020.00%0.07%0.19%Q4 2016Q3 202315
Verition Fund Management LLC 410.00%0.07%0.32%Q3 2013Q2 202215
Greenline Partners, LLC 15150.15%0.24%0.31%Q1 2020Q3 202315
BANK OF NOVA SCOTIA 760.00%0.03%0.25%Q3 2016Q3 202314
Renaissance Technologies 310.00%0.00%0.01%Q4 2013Q3 202314
Capital Investment Advisory Services, LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
Mosaic Family Wealth, LLC 14140.00%0.01%0.01%Q4 2015Q1 201914
BESSEMER GROUP INC 1110.00%0.24%0.57%Q3 2015Q3 202314
K.J. Harrison & Partners Inc 14140.17%0.89%2.18%Q2 2020Q3 202314
JFS WEALTH ADVISORS, LLC 14140.00%0.00%0.00%Q2 2014Q3 201714
EXANE DERIVATIVES 1040.00%0.02%0.06%Q4 2014Q2 202214
MEITAV INVESTMENT HOUSE LTD 1130.02%0.24%0.77%Q1 2020Q3 202314
Canton Hathaway, LLC 1210.01%0.07%0.14%Q3 2018Q3 202313
Cetera Investment Advisers 12120.00%0.04%0.10%Q4 2020Q3 202313
Cetera Advisor Networks LLC 1110.00%0.01%0.01%Q2 2019Q3 202313
Hartford Financial Management Inc. 1110.00%0.01%0.02%Q2 2013Q2 201913
HRT FINANCIAL LP 610.01%0.19%0.87%Q4 2014Q4 202213
Patriot Financial Group Insurance Agency, LLC 940.00%0.00%0.01%Q1 2017Q4 202113
Bell Rock Capital LLC 13130.01%0.05%0.13%Q4 2016Q4 201913
United Asset Strategies, Inc. 610.08%0.47%1.47%Q4 2016Q4 202213
Private Advisor Group, LLC 1110.00%0.01%0.03%Q3 2014Q3 202313
Weiss Multi-Strategy Advisers LLC 410.01%0.08%0.41%Q2 2013Q1 202113
Harel Insurance Investments & Financial Services Ltd. 710.01%0.71%3.13%Q4 2015Q3 202313
J.P. Morgan Private Wealth Advisors LLC 1010.00%0.01%0.02%Q3 2016Q3 202313
Csenge Advisory Group 810.03%0.37%0.67%Q3 2017Q1 202313
Stamos Capital Partners, L.P. 13130.15%0.53%1.00%Q3 2020Q3 202313
NewEdge Advisors, LLC 13130.00%0.01%0.04%Q3 2020Q3 202313
Virtu Financial LLC 310.02%0.19%1.51%Q2 2014Q4 201913
PARAMETRIC PORTFOLIO ASSOCIATES LLC 1110.01%0.03%0.05%Q4 2015Q1 202212
Kestra Advisory Services, LLC 12120.02%0.04%0.07%Q4 2020Q3 202312
CENTAURUS FINANCIAL, INC. 1010.01%0.16%0.48%Q2 2018Q3 202312
CUMBERLAND ADVISORS INC 810.62%1.57%4.45%Q2 2014Q3 202312
Virtu KCG Holdings LLC 1010.00%0.02%0.08%Q3 2013Q2 201712
Integrated Advisors Network LLC 12120.03%0.05%0.09%Q4 2020Q3 202312
Ifrah Financial Services, Inc. 12120.09%0.16%0.22%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Bluefin Trading, LLC 810.00%0.05%0.21%Q3 2014Q1 201712
FIFTH THIRD BANCORP 910.00%0.00%0.00%Q3 2015Q1 202212
Rathbones Group PLC 12120.00%0.00%0.01%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
WFG Advisors, LP 840.00%0.00%0.01%Q2 2013Q2 201712
Private Wealth Advisors, LLC 11110.28%1.34%2.54%Q1 2021Q3 202312
North Star Investment Management Corp. 12120.00%0.00%0.00%Q4 2020Q3 202312
Tidal Investments LLC 610.01%0.04%0.18%Q4 2019Q2 202312
OKABENA INVESTMENT SERVICES INC 12120.30%0.73%1.40%Q4 2019Q3 202212
PRUDENTIAL FINANCIAL INC 1020.00%0.00%0.00%Q1 2017Q3 202312
LIBERTY WEALTH MANAGEMENT LLC 12120.01%0.01%0.02%Q4 2018Q3 202112
PINNACLE ASSOCIATES LTD 1110.01%0.07%0.18%Q3 2018Q3 202312
Centiva Capital, LP 550.00%0.01%0.02%Q4 2019Q4 202011
COASTLAND CAPITAL LLC 610.06%0.26%1.01%Q1 2015Q3 201711
Texas Yale Capital Corp. 11110.02%0.02%0.02%Q1 2021Q3 202311
Capital Analysts, LLC 11110.00%0.02%0.04%Q1 2021Q3 202311
AFFINITY WEALTH MANAGEMENT LLC 11113.87%4.71%6.11%Q1 2021Q3 202311
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 510.00%0.01%0.02%Q4 2019Q2 202311
AVANTAX ADVISORY SERVICES, INC. 11110.01%0.02%0.03%Q1 2021Q3 202311
S. R. Schill & Associates 910.64%1.42%1.67%Q1 2016Q1 202311
BANK OF HAWAII 11110.03%0.05%0.07%Q2 2013Q4 201511
Global Trust Asset Management, LLC 11110.02%0.08%0.20%Q1 2021Q3 202311
SCOPUS ASSET MANAGEMENT, L.P. 110.04%0.17%0.30%Q3 2014Q3 202211
Cetera Advisors LLC 810.00%0.01%0.02%Q4 2016Q3 202311
Clark Capital Management Group, Inc. 410.04%0.22%0.74%Q4 2013Q4 202211
MML INVESTORS SERVICES, LLC 720.00%0.01%0.02%Q2 2018Q3 202311
Bienville Capital Management, LLC 720.48%1.46%2.97%Q2 2020Q3 202311
Pekin Hardy Strauss, Inc. 11110.14%0.20%0.26%Q1 2021Q3 202311
IPG Investment Advisors LLC 11110.09%0.11%0.13%Q4 2014Q2 201711
Assured Investment Management LLC 770.00%0.10%0.90%Q2 2013Q4 201411
D L CARLSON INVESTMENT GROUP INC 11110.05%0.17%0.36%Q3 2020Q1 202311
MONTAG A & ASSOCIATES INC 11110.07%0.23%0.50%Q1 2021Q3 202311
Janney Montgomery Scott LLC 710.00%0.00%0.02%Q1 2017Q3 202311
Choate Investment Advisors 11110.00%0.04%0.11%Q1 2021Q3 202311
Spire Wealth Management 910.00%0.00%0.00%Q1 2021Q3 202310
FOCUS Wealth Advisors, LLC 10102.08%2.44%2.92%Q2 2021Q3 202310
Legend Financial Advisors, Inc. 10103.61%4.35%5.08%Q2 2021Q3 202310
FLOW TRADERS U.S. LLC 410.00%0.05%0.10%Q4 2016Q1 202310
TRUIST FINANCIAL CORP 640.00%0.00%0.00%Q4 2020Q2 202310
Advisors Preferred, LLC 410.00%0.02%0.06%Q2 2016Q1 202310
Dynamic Advisor Solutions LLC 10100.02%0.08%0.21%Q2 2021Q3 202310
NOMURA ASSET MANAGEMENT CO LTD 10100.00%0.00%0.01%Q1 2021Q2 202310
E&G Advisors, LP 10100.10%0.17%0.22%Q2 2021Q3 202310
JUNCTURE WEALTH STRATEGIES, LLC 910.22%2.33%3.49%Q3 2016Q4 202110
Capital Wealth Alliance, LLC 10100.27%0.41%0.69%Q2 2021Q3 202310
D. E. Shaw & Co., Inc. 410.00%0.02%0.06%Q2 2013Q1 202310
Great Diamond Partners, LLC 10100.31%0.37%0.45%Q2 2021Q3 202310
LEUTHOLD GROUP, LLC 10100.03%0.07%0.12%Q2 2021Q3 202310
EVOKE WEALTH, LLC 10100.02%0.04%0.04%Q2 2021Q3 202310
TOTH FINANCIAL ADVISORY CORP 10100.09%0.26%0.43%Q2 2016Q3 201810
Ancora Advisors LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
MYDA Advisors LLC 410.14%0.75%1.97%Q1 2018Q4 202110
Wellington Shields Capital Management, LLC 710.04%0.14%0.31%Q2 2018Q3 202310
NEXT Financial Group, Inc 430.00%0.01%0.05%Q1 2017Q4 202110
PRELUDE CAPITAL MANAGEMENT, LLC 210.00%0.02%0.08%Q1 2013Q4 202210
FRANKLIN RESOURCES INC 10100.00%0.00%0.00%Q2 2021Q3 202310
Jump Trading, LLC 210.00%0.01%0.04%Q3 2014Q2 201610
Madden Advisory Services, Inc. 710.01%0.05%0.11%Q2 2013Q1 201710
First Horizon Advisors, Inc. 630.00%0.00%0.00%Q2 2021Q3 20239
V Wealth Advisors LLC 990.11%0.51%0.74%Q1 2016Q1 20189
HENGEHOLD CAPITAL MANAGEMENT LLC 720.03%0.04%0.06%Q4 2020Q1 20239
PRUDENTIAL PLC 990.00%0.01%0.02%Q3 2021Q3 20239
CAPTRUST FINANCIAL ADVISORS 310.00%0.00%0.00%Q2 2019Q2 20229
TUDOR INVESTMENT CORP ET AL 510.02%0.05%0.08%Q4 2013Q4 20229
ADVANTAGE INVESTMENT MANAGEMENT, LLC 990.00%0.00%0.01%Q2 2016Q2 20189
ALTFEST L J & CO INC 630.48%1.59%2.98%Q4 2015Q3 20189
Pinnacle Advisory Group, Inc. 990.04%0.09%0.19%Q2 2013Q2 20159
HUNTINGTON NATIONAL BANK 410.00%0.00%0.01%Q3 2009Q4 20229
HARBOUR INVESTMENTS, INC. 630.01%0.03%0.08%Q1 2021Q3 20239
Telemetry Investments, L.L.C. 720.33%0.88%1.44%Q2 2020Q3 20229
Ergoteles LLC 410.01%0.24%1.05%Q4 2020Q3 20239
Black Maple Capital Management LP 430.63%2.78%9.38%Q1 2021Q3 20239
BlueCrest Capital Management Ltd 410.01%0.11%0.53%Q3 2014Q2 20239
Geneos Wealth Management Inc. 510.00%0.00%0.00%Q4 2016Q4 20219
MV CAPITAL MANAGEMENT, INC. 990.00%0.00%0.00%Q2 2021Q2 20239
CONNABLE OFFICE INC 711.11%3.35%4.80%Q3 2013Q4 20158
Meridian Wealth Management, LLC 880.02%0.10%0.17%Q4 2021Q3 20238
CenterStar Asset Management, LLC 110.00%0.06%0.13%Q2 2018Q4 20218
WHITTIER TRUST CO 710.00%0.00%0.00%Q3 2019Q3 20238
EDMOND DE ROTHSCHILD HOLDING S.A. 530.00%0.00%0.01%Q1 2021Q3 20238
SEI INVESTMENTS CO 880.00%0.00%0.00%Q3 2016Q2 20188
Partnervest Advisory Services LLC 510.01%0.08%0.11%Q2 2013Q1 20208
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Winfield Associates, Inc. 880.08%0.36%0.68%Q1 2016Q4 20178
180 WEALTH ADVISORS, LLC 880.07%0.18%0.26%Q4 2021Q3 20238
Wealthfront Advisers LLC 880.00%0.01%0.01%Q4 2021Q3 20238
MATRIX PRIVATE CAPITAL GROUP LLC 880.00%0.08%0.23%Q4 2021Q3 20238
Banque Cantonale Vaudoise 880.00%0.01%0.02%Q4 2021Q3 20238
MACKENZIE FINANCIAL CORP 880.00%0.01%0.02%Q1 2021Q4 20228
BALDWIN BROTHERS LLC/MA 880.01%0.01%0.02%Q1 2022Q4 20238
Financial Advocates Investment Management 710.02%0.03%0.04%Q4 2020Q3 20238
ARS Investment Partners, LLC 880.12%0.38%0.60%Q4 2021Q3 20238
WEDBUSH SECURITIES INC 710.01%0.02%0.02%Q1 2021Q1 20238
IMC-Chicago, LLC 310.00%0.00%0.00%Q2 2019Q3 20238
Simmons Bank 710.08%0.10%0.18%Q1 2016Q3 20188
Bison Wealth, LLC 550.01%0.04%0.06%Q2 2021Q2 20228
UBS OCONNOR LLC 210.00%0.02%0.06%Q2 2013Q2 20238
Ameritas Investment Partners, Inc. 880.03%0.08%0.11%Q3 2014Q2 20168
ELLIOTT MANAGEMENT CORP 520.16%0.56%1.40%Q1 2016Q2 20188
MANUFACTURERS LIFE INSURANCE COMPANY, THE 620.00%0.00%0.01%Q1 2017Q4 20208
PATTEN & PATTEN INC/TN 620.02%0.05%0.09%Q1 2021Q2 20238
First Allied Advisory Services, Inc. 310.00%0.04%0.08%Q3 2016Q3 20208
HERBST GROUP, LLC 880.75%1.42%1.66%Q4 2021Q3 20238
CX Institutional 610.00%0.03%0.18%Q2 2020Q3 20238
Citizens National Bank Trust Department 880.01%0.01%0.01%Q4 2021Q3 20238
Merriman Wealth Management, LLC 310.04%0.69%2.18%Q3 2016Q4 20228
Parkside Financial Bank & Trust 880.00%0.00%0.00%Q3 2016Q2 20188
Cornerstone Wealth Management, LLC 310.02%0.03%0.07%Q2 2018Q2 20238
Almanack Investment Partners, LLC. 620.48%1.00%1.50%Q1 2017Q2 20228
Itau Unibanco Holding S.A. 510.01%0.02%0.07%Q4 2019Q3 20238
Quantbot Technologies LP 510.00%0.06%0.18%Q1 2021Q2 20238
Wealthcare Advisory Partners LLC 310.00%0.01%0.02%Q1 2018Q1 20228
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 880.82%1.06%1.32%Q3 2021Q2 20238
Faithward Advisors, LLC 880.00%0.00%0.01%Q2 2021Q1 20238
Brinker Capital Investments, LLC 420.00%0.00%0.00%Q2 2013Q1 20228
STEEL GROVE CAPITAL ADVISORS, LLC 880.04%0.04%0.04%Q4 2016Q3 20188
Newbridge Financial Services Group, Inc. 770.05%0.07%0.08%Q1 2022Q3 20237
BOURGEON CAPITAL MANAGEMENT LLC 770.00%0.00%0.00%Q1 2022Q3 20237
TORONTO DOMINION BANK 410.00%0.01%0.04%Q1 2017Q4 20217
WASHBURN CAPITAL MANAGEMENT, INC. 770.20%0.29%0.46%Q1 2022Q3 20237
LUMINUS MANAGEMENT LLC 410.02%0.11%0.39%Q4 2015Q4 20207
Atria Wealth Solutions, Inc. 770.01%0.01%0.01%Q1 2022Q3 20237
Rockbridge Investment Management, LCC 770.01%0.01%0.01%Q2 2020Q4 20217
Progeny 3, Inc. 520.15%2.46%3.68%Q4 2016Q3 20187
D.A. DAVIDSON & CO. 770.01%0.01%0.01%Q3 2020Q1 20227
Arlington Capital Management, Inc. 612.83%10.14%13.30%Q2 2016Q4 20227
J. Goldman & Co LP 210.01%0.08%0.26%Q2 2016Q1 20227
Realta Investment Advisors 320.00%0.01%0.01%Q2 2019Q3 20237
Mirae Asset Global Investments Co., Ltd. 210.00%0.09%0.38%Q1 2010Q3 20237
Castleview Partners, LLC 610.00%0.00%0.01%Q2 2021Q1 20237
Qube Research & Technologies Ltd 510.01%0.04%0.14%Q1 2020Q1 20237
Edgestream Partners, L.P. 410.02%0.10%0.24%Q4 2018Q3 20237
Weaver Consulting Group 770.00%0.00%0.00%Q1 2019Q3 20207
ASPIRIANT, LLC 320.01%0.02%0.02%Q1 2021Q2 20237
HIGH POINT BANK & TRUST CO 770.01%0.01%0.01%Q2 2013Q4 20147
SALEM INVESTMENT COUNSELORS INC 770.00%0.00%0.00%Q1 2022Q3 20237
JD CAPITAL MANAGEMENT LLC 310.47%7.88%11.37%Q2 2013Q4 20207
FORTEM FINANCIAL GROUP, LLC 771.08%2.46%2.90%Q1 2022Q3 20237
SIGNATUREFD, LLC 520.00%0.00%0.01%Q4 2019Q3 20237
Tyler-Stone Wealth Management 520.01%0.02%0.02%Q4 2021Q3 20237
MAGNOLIA CAPITAL MANAGEMENT LTD 770.25%0.31%0.39%Q1 2022Q3 20237
Black Swift Group, LLC 430.19%0.77%2.06%Q4 2021Q3 20237
TD Waterhouse Canada Inc. 770.01%0.02%0.03%Q1 2022Q3 20237
Kingsview Wealth Management, LLC 410.01%0.03%0.08%Q1 2021Q1 20237
Triumph Capital Management 770.10%0.16%0.19%Q1 2022Q3 20237
Allianz Asset Management GmbH 510.00%0.00%0.01%Q2 2021Q2 20237
Tibra Equities Europe Ltd 410.11%0.26%0.60%Q2 2018Q2 20217
CENTRAL TRUST Co 770.01%0.02%0.04%Q1 2022Q3 20237
FIFTH THIRD SECURITIES, INC. 610.15%0.20%0.26%Q4 2020Q3 20237
tru Independence LLC 610.03%0.17%0.67%Q2 2020Q1 20227
Capital Wealth Planning, LLC 770.01%0.03%0.07%Q3 2021Q1 20237
BlackRock Inc. 310.00%0.00%0.00%Q1 2017Q2 20236
Iron Horse Wealth Management, LLC 420.00%0.00%0.02%Q1 2022Q3 20236
PICTET ASSET MANAGEMENT SA 660.00%0.00%0.00%Q1 2022Q2 20236
Walleye Capital LLC 220.01%0.03%0.06%Q2 2023Q3 20236
Capital Advisors Wealth Management, LLC 660.34%1.98%2.59%Q1 2021Q2 20226
EVERMAY WEALTH MANAGEMENT LLC 660.00%0.00%0.00%Q2 2022Q3 20236
PRIVATE TRUST CO NA 660.00%0.02%0.04%Q2 2022Q3 20236
Wharton Business Group, LLC 660.08%0.15%0.21%Q2 2013Q3 20146
WELLINGTON MANAGEMENT GROUP LLP 310.00%0.00%0.00%Q1 2015Q3 20166
DAVENPORT & Co LLC 220.00%0.01%0.02%Q4 2016Q4 20216
Level Financial Advisors 660.01%0.01%0.01%Q2 2022Q3 20236
Bangor Savings Bank 660.00%0.00%0.00%Q2 2022Q3 20236
Bridge Advisory, LLC 660.11%0.20%0.28%Q2 2022Q3 20236
Allworth Financial LP 660.00%0.00%0.00%Q2 2022Q3 20236
GPS Wealth Strategies Group, LLC 330.00%0.00%0.00%Q1 2022Q3 20236
Brevan Howard Capital Management LP 210.15%0.35%0.61%Q2 2013Q3 20236
J.W. COLE ADVISORS, INC. 220.02%0.02%0.04%Q1 2021Q2 20236
Winslow, Evans & Crocker, Inc. 510.00%0.00%0.00%Q4 2013Q4 20206
Clal Insurance Enterprises Holdings Ltd 310.17%0.50%0.92%Q4 2014Q4 20226
Investors Research Corp 660.00%0.00%0.00%Q2 2022Q3 20236
Pettinga Financial Advisors LLC 510.06%0.17%0.30%Q1 2021Q4 20226
MOODY LYNN & LIEBERSON, LLC 110.09%0.70%2.35%Q1 2016Q1 20216
REGIONS FINANCIAL CORP 410.00%0.00%0.00%Q1 2019Q1 20226
Snowden Capital Advisors LLC 510.00%0.04%0.05%Q4 2021Q3 20236
Ballew Advisors, Inc 660.36%0.83%1.68%Q4 2017Q1 20196
BAIRD ROBERT W & CO INC /WI/ 660.00%0.01%0.01%Q2 2013Q3 20146
Temasek Holdings (Private) Ltd 510.07%0.13%0.20%Q2 2021Q3 20236
BECK CAPITAL MANAGEMENT, LLC 410.58%1.10%1.36%Q3 2017Q1 20226
NEIRG Wealth Management, LLC 660.04%1.72%2.70%Q1 2022Q2 20236
Sterling Investment Advisors, Ltd. 660.01%0.01%0.01%Q1 2021Q2 20226
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 661.97%2.18%2.39%Q1 2014Q2 20156
PRINCETON CAPITAL MANAGEMENT LLC 660.00%0.00%0.00%Q1 2018Q2 20196
BRIGADE CAPITAL MANAGEMENT, LP 510.89%2.34%5.99%Q1 2016Q3 20196
THRIVENT FINANCIAL FOR LUTHERANS 420.01%0.04%0.08%Q4 2017Q4 20196
Bank Julius Baer & Co. Ltd, Zurich 660.00%0.00%0.00%Q3 2020Q4 20216
Keudell/Morrison Wealth Management 510.08%2.25%3.03%Q3 2020Q1 20226
Strategic Advisors LLC 660.08%0.13%0.21%Q3 2021Q4 20226
Belpointe Asset Management LLC 210.01%0.03%0.05%Q1 2021Q3 20236
Alphadyne Asset Management LP 310.26%1.41%3.96%Q2 2016Q2 20226
Avitas Wealth Management LLC 550.05%0.05%0.05%Q1 2021Q1 20225
BigSur Wealth Management LLC 550.22%0.25%0.27%Q1 2022Q1 20235
CAPITAL MANAGEMENT ASSOCIATES /NY/ 550.36%0.40%0.48%Q3 2022Q3 20235
Focused Wealth Management, Inc 550.02%0.02%0.02%Q3 2022Q3 20235
Aptus Capital Advisors, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
OPPENHEIMER ASSET MANAGEMENT INC. 550.01%0.01%0.01%Q3 2017Q3 20185
BDO Wealth Advisors, LLC 550.00%0.00%0.00%Q2 2022Q2 20235
FIRST NEW YORK SECURITIES LLC /NY 110.00%0.30%1.28%Q2 2013Q1 20165
Tilden Park Management I LLC 410.60%8.00%24.87%Q3 2018Q4 20195
Osborn Williams & Donohoe LLC 550.03%0.05%0.06%Q4 2015Q4 20165
SPOT TRADING L.L.C. 220.01%0.02%0.04%Q2 2017Q3 20175
Pinnacle Wealth Management Advisory Group, LLC 550.10%0.36%0.62%Q2 2021Q2 20225
BANQUE PICTET & CIE SA 410.01%0.05%0.19%Q1 2015Q4 20185
McAdam, LLC 320.04%0.10%0.14%Q2 2022Q3 20235
Financial Management Professionals, Inc. 320.24%0.70%1.43%Q4 2016Q3 20215
SpiderRock Advisors, LLC 330.01%0.04%0.13%Q1 2017Q3 20175
Garde Capital, Inc. 550.02%0.03%0.04%Q3 2022Q3 20235
FLAGSHIP HARBOR ADVISORS, LLC 210.00%0.25%1.19%Q2 2019Q3 20235
L & S Advisors Inc 210.02%0.14%0.52%Q4 2016Q2 20215
Stratos Wealth Partners, LTD. 210.00%0.01%0.01%Q4 2017Q3 20215
Merit Financial Group, LLC 550.09%0.10%0.12%Q3 2022Q3 20235
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 550.12%0.19%0.32%Q4 2021Q4 20225
Venture Visionary Partners LLC 550.38%0.46%0.54%Q3 2022Q3 20235
Crestone Asset Management LLC 550.17%0.32%0.45%Q2 2021Q2 20225
EPG Wealth Management LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Cordatus Wealth Management LLC 550.15%0.17%0.21%Q4 2018Q4 20195
Strategies Wealth Advisors, LLC 410.53%0.72%0.80%Q2 2022Q3 20235
Windsor Creek Advisors, LLC 440.06%0.18%0.34%Q4 2018Q3 20195
Long Wharf Investors, Inc. 550.42%0.97%1.88%Q2 2013Q2 20145
Kistler-Tiffany Companies, LLC 550.00%0.00%0.00%Q2 2013Q2 20145
GLENMEDE TRUST CO NA 410.00%0.00%0.00%Q2 2013Q1 20195
AE Wealth Management LLC 310.00%0.00%0.01%Q2 2021Q3 20235
Cooper Financial Group 550.07%0.09%0.14%Q1 2022Q1 20235
Financial Architects, Inc 310.00%0.01%0.01%Q2 2016Q1 20195
SPC Financial, Inc. 320.28%0.34%0.38%Q1 2022Q3 20235
Impala Asset Management LLC 311.45%3.08%5.76%Q2 2013Q2 20195
Independent Portfolio Consultants, Inc. 210.00%0.01%0.02%Q2 2014Q1 20175
Maven Securities LTD 550.01%0.03%0.08%Q3 2022Q3 20235
Prime Capital Investment Advisors, LLC 550.01%0.04%0.14%Q1 2020Q1 20215
People's United Financial, Inc. 550.00%0.00%0.00%Q2 2013Q2 20145
Arthur Zaske & Associates, LLC 550.10%0.20%0.30%Q4 2016Q4 20175
GLG Partners LP 410.06%0.47%0.95%Q1 2016Q3 20175
Cornerstone Financial Partners, LLC 410.07%0.38%0.94%Q1 2016Q4 20175
QVR LLC 210.02%0.19%0.71%Q4 2017Q1 20195
CHURCHILL MANAGEMENT Corp 550.08%0.10%0.14%Q1 2021Q1 20225
GREAT VALLEY ADVISOR GROUP, INC. 320.06%0.26%0.49%Q2 2021Q3 20225
Autumn Glory Partners, LLC 550.39%0.52%0.66%Q1 2022Q1 20235
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 550.00%0.00%0.00%Q2 2022Q2 20235
WealthPLAN Partners, LLC 210.00%0.00%0.00%Q4 2015Q2 20235
Asset Dedication, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Sigma Planning Corp 310.01%0.04%0.15%Q4 2020Q1 20235
SIMMONS FIRST TRUST CO NA 550.17%0.33%0.39%Q3 2013Q3 20145
TUCKER ASSET MANAGEMENT LLC 550.01%0.01%0.02%Q3 2022Q3 20235
FRONTIER INVESTMENT MGMT CO 440.05%0.10%0.16%Q4 2014Q3 20154
PCG Wealth Advisors, LLC 440.54%0.58%0.66%Q2 2022Q1 20234
Migdal Insurance & Financial Holdings Ltd. 310.05%0.77%1.99%Q4 2021Q1 20234
Lavaca Capital LLC 440.60%0.93%1.24%Q4 2022Q3 20234
ING GROEP NV 310.00%0.01%0.01%Q1 2013Q1 20174
1832 Asset Management L.P. 210.00%0.00%0.01%Q1 2017Q1 20224
MONEY CONCEPTS CAPITAL CORP 440.00%0.00%0.00%Q1 2022Q4 20224
Occidental Asset Management, LLC 310.26%0.32%0.47%Q4 2017Q3 20214
Main Management ETF Advisors, LLC 445.17%8.62%10.13%Q4 2017Q3 20184
RETIREMENT INCOME SOLUTIONS, INC 440.21%0.25%0.33%Q4 2022Q3 20234
AdvisorNet Financial, Inc 440.01%0.01%0.01%Q2 2021Q1 20224
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 440.10%0.20%0.28%Q4 2022Q3 20234
Armor Investment Advisors, LLC 310.00%0.01%0.01%Q3 2018Q1 20224
Banco BTG Pactual S.A. 310.07%0.11%0.14%Q3 2022Q3 20234
Financial Sense Advisors, Inc. 442.68%2.88%3.08%Q4 2022Q3 20234
Hudock, Inc. 440.00%0.00%0.01%Q4 2021Q3 20224
Placemark Investments, Inc. 440.02%0.02%0.02%Q4 2013Q3 20144
Homrich & Berg 440.01%0.01%0.02%Q4 2017Q3 20184
Avior Wealth Management, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
PUBLIC SECTOR PENSION INVESTMENT BOARD 310.03%0.06%0.14%Q3 2017Q3 20214
MAPLELANE CAPITAL, LLC 110.00%0.78%2.29%Q1 2016Q4 20164
SG3 Management, LLC 210.00%0.06%0.09%Q2 2019Q2 20204
TURNER INVESTMENTS LLC 310.12%0.19%0.22%Q1 2016Q2 20174
COMERICA SECURITIES,INC. 440.01%0.06%0.12%Q1 2022Q4 20224
Bleakley Financial Group, LLC 440.05%0.06%0.08%Q4 2022Q3 20234
Private Advisory Group LLC 110.06%0.11%0.25%Q4 2016Q1 20234
KORNITZER CAPITAL MANAGEMENT INC /KS 440.01%0.01%0.01%Q1 2022Q4 20224
Y-Intercept (Hong Kong) Ltd 110.04%0.06%0.09%Q2 2021Q3 20234
Gladstone Institutional Advisory LLC 210.01%0.08%0.26%Q2 2021Q1 20234
BOS Asset Management, LLC 440.82%1.03%1.16%Q4 2022Q3 20234
RATIONAL ADVISORS LLC 440.06%0.10%0.15%Q2 2009Q1 20104
Caption Management, LLC 110.05%0.14%0.30%Q4 2020Q1 20224
Blenheim Capital Management, L.L.C. 440.46%2.85%5.76%Q4 2013Q3 20144
BBJS FINANCIAL ADVISORS, LLC 441.22%1.63%2.75%Q4 2022Q3 20234
Verde Servicos Internacionais S.A. 440.01%0.19%0.28%Q2 2017Q1 20184
SIGNET FINANCIAL MANAGEMENT, LLC 310.00%0.01%0.01%Q1 2018Q4 20214
OLD MISSION CAPITAL LLC 110.00%0.02%0.05%Q3 2017Q2 20234
SUNTRUST BANKS INC 310.00%0.01%0.01%Q1 2016Q1 20174
LifePlan Financial Group, Inc 440.00%0.00%0.00%Q2 2013Q1 20144
Alaethes Wealth LLC 440.01%0.01%0.01%Q2 2021Q1 20224
Ausdal Financial Partners, Inc. 220.04%0.45%0.92%Q2 2018Q3 20234
PICTON MAHONEY ASSET MANAGEMENT 440.11%0.25%0.39%Q2 2013Q1 20144
Sowell Financial Services LLC 310.00%0.00%0.01%Q3 2019Q1 20214
WESTPORT RESOURCES MANAGEMENT INC 440.00%0.01%0.01%Q2 2013Q1 20144
Chanos & Co LP 220.07%0.78%1.50%Q2 2016Q3 20164
Anchor Investment Management, LLC 310.00%0.01%0.01%Q4 2017Q1 20234
Well Done, LLC 220.10%0.17%0.24%Q4 2016Q3 20214
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
WASHINGTON TRUST Co 440.00%0.00%0.00%Q4 2022Q3 20234
Voya Financial Advisors, Inc. 220.01%0.03%0.04%Q4 2020Q2 20234
PRINCIPAL FINANCIAL GROUP INC 440.00%0.01%0.01%Q4 2016Q3 20174
Fulcrum Equity Management 440.12%0.14%0.16%Q2 2021Q1 20224
INGALLS & SNYDER LLC 310.01%0.01%0.01%Q1 2022Q2 20234
Andromeda Capital LLC 220.02%0.53%0.77%Q3 2013Q4 20134
SCS Capital Management LLC 440.01%0.42%0.63%Q4 2022Q3 20234
Vontobel Holding Ltd. 440.00%0.00%0.00%Q1 2022Q4 20224
GTS SECURITIES LLC 220.00%0.02%0.04%Q2 2023Q3 20234
Schonfeld Strategic Advisors LLC 210.05%0.09%0.12%Q2 2016Q3 20224
Signature Wealth Management Group 440.00%0.00%0.00%Q4 2017Q3 20184
Beck Bode, LLC 440.05%0.11%0.16%Q1 2022Q4 20224
COWEN AND COMPANY, LLC 110.00%0.00%0.01%Q4 2019Q3 20214
Compagnie Lombard Odier SCmA 440.00%0.00%0.00%Q3 2022Q2 20234
HERITAGE WEALTH MANAGEMENT, LLC 440.01%0.02%0.04%Q1 2022Q4 20224
CALDWELL SUTTER CAPITAL, INC. 440.02%0.03%0.03%Q4 2022Q3 20234
Polaris Wealth Advisory Group, LLC 440.00%0.52%1.13%Q3 2017Q2 20184
Fullerton Fund Management Co Ltd. 210.12%0.29%0.64%Q1 2022Q3 20234
ANGELES WEALTH MANAGEMENT, LLC 440.00%0.00%0.00%Q1 2022Q4 20224
AMP Capital Investors Ltd 310.04%0.08%0.16%Q2 2018Q1 20214
Granite Point Capital Management, L.P. 210.34%1.95%4.10%Q2 2019Q3 20224
BROWN BROTHERS HARRIMAN & CO 310.00%0.00%0.00%Q4 2020Q3 20234
YorkBridge Wealth Partners, LLC 440.00%0.00%0.00%Q4 2016Q3 20174
GREENWOOD CAPITAL ASSOCIATES LLC 210.05%0.29%0.54%Q1 2019Q1 20224
Spectrum Management Group, LLC 220.01%0.16%0.29%Q2 2021Q2 20224
PICTET ASSET MANAGEMENT LTD 440.00%0.00%0.01%Q2 2016Q1 20174
ASSETMARK, INC 220.00%0.00%0.00%Q3 2016Q1 20234
Clearstead Advisors, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
Y.D. More Investments Ltd 440.08%0.09%0.09%Q4 2022Q3 20234
G&S Capital LLC 441.01%1.29%2.00%Q3 2020Q2 20214
Mathes Company, Inc. 210.12%0.22%0.40%Q2 2017Q2 20213
Synergy Asset Management, LLC 330.05%0.05%0.06%Q3 2022Q1 20233
MARK SHEPTOFF FINANCIAL PLANNING, LLC 330.03%0.03%0.03%Q2 2021Q4 20213
Private Capital Group, LLC 330.01%0.01%0.02%Q3 2021Q1 20223
Hilltop Holdings Inc. 210.05%0.05%0.06%Q1 2022Q1 20233
Orion Portfolio Solutions, LLC 330.00%0.00%0.01%Q4 2019Q2 20203
Deane Retirement Strategies, Inc. 211.12%1.88%2.37%Q1 2021Q1 20223
Sage Advisory Services, Ltd.Co. 212.52%2.65%2.83%Q4 2020Q2 20233
Hudson Bay Capital Management LP 330.01%0.06%0.15%Q2 2018Q4 20183
Commonwealth Equity Services, Inc 330.00%0.02%0.02%Q1 2016Q3 20163
FIRST HAWAIIAN BANK 210.00%0.04%0.07%Q2 2013Q3 20233
BB&T SECURITIES, LLC 210.01%0.02%0.02%Q3 2016Q3 20173
COMERICA BANK 210.00%0.00%0.00%Q2 2013Q3 20233
McClarren Financial Advisors, Inc. 330.00%0.00%0.01%Q4 2022Q2 20233
Integrated Wealth Concepts LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Cambria Investment Management, L.P. 330.00%0.00%0.00%Q1 2015Q3 20153
Fiera Capital Corp 330.00%0.00%0.00%Q2 2015Q4 20153
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Perigon Wealth Management, LLC 110.02%0.03%0.03%Q3 2011Q3 20223
ICA Group Wealth Management, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
LEVEL FOUR ADVISORY SERVICES, LLC 210.02%0.02%0.02%Q1 2022Q4 20223
Mariner, LLC 210.00%0.00%0.00%Q3 2016Q3 20233
Brown Miller Wealth Management, LLC 330.20%0.22%0.25%Q1 2023Q3 20233
Western Wealth Management, LLC 210.01%0.07%0.12%Q1 2021Q1 20223
Optiver Holding B.V. 330.00%0.00%0.00%Q3 2021Q1 20223
CAXTON ASSOCIATES LP 110.03%0.17%0.41%Q4 2016Q4 20223
Baymount Management LP 111.54%3.02%3.79%Q4 2019Q4 20203
Forty4 Asset Management LLC 110.00%0.29%0.79%Q2 2013Q2 20133
TWO SIGMA ADVISERS, LP 330.00%0.03%0.08%Q3 2021Q1 20223
Dorsey Wright & Associates 330.09%0.10%0.11%Q4 2016Q2 20173
Lionsbridge Wealth Management LLC 331.54%1.82%2.31%Q3 2021Q1 20223
Bensler, LLC 210.05%0.05%0.06%Q1 2022Q1 20233
FDx Advisors, Inc. 210.01%0.11%0.20%Q4 2020Q2 20233
Laurel Wealth Advisors, Inc. 330.02%0.02%0.02%Q2 2022Q4 20223
PFG Advisors 210.04%0.20%0.51%Q3 2022Q3 20233
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 330.00%0.00%0.00%Q4 2019Q2 20203
HOWE & RUSLING INC 210.00%0.00%0.00%Q4 2020Q1 20223
Trek Financial, LLC 330.08%0.12%0.17%Q2 2020Q4 20203
Privium Fund Management (UK) Ltd 330.47%1.22%2.15%Q1 2021Q3 20213
Penserra Capital Management LLC 210.00%0.05%0.15%Q1 2018Q2 20213
Empowered Funds, LLC 210.49%0.62%0.81%Q2 2021Q1 20223
PFS INVESTMENTS INC. 210.14%0.18%0.27%Q4 2020Q2 20233
QCM Cayman, Ltd. 110.06%0.18%0.40%Q3 2015Q1 20173
Arkadios Wealth Advisors 330.00%0.01%0.01%Q1 2021Q3 20213
ATTICUS WEALTH MANAGEMENT, LLC 330.02%0.02%0.03%Q2 2021Q4 20213
BlackRock Institutional Trust Company, N.A. 330.00%0.00%0.00%Q4 2013Q2 20143
CONFLUENCE INVESTMENT MANAGEMENT LLC 330.06%0.06%0.08%Q1 2023Q3 20233
BOENNING & SCATTERGOOD, INC. 330.07%0.10%0.12%Q2 2018Q4 20183
HL FINANCIAL SERVICES LLC 330.01%0.01%0.01%Q4 2015Q2 20163
ExodusPoint Capital Management, LP 110.00%0.02%0.04%Q3 2019Q3 20233
Psagot Value Holdings Ltd. / (Israel) 210.00%0.03%0.07%Q1 2022Q3 20233
BENJAMIN EDWARDS INC 330.06%0.10%0.16%Q1 2023Q3 20233
Cooperatieve Rabobank U.A. 210.10%0.68%1.63%Q2 2013Q4 20153
RiverFront Investment Group, LLC 210.11%0.15%0.18%Q1 2010Q4 20123
Country Club Trust Company, n.a. 330.05%0.06%0.08%Q2 2013Q4 20133
Gemmer Asset Management LLC 210.00%0.00%0.00%Q4 2018Q1 20223
Logan Stone Capital, LLC 210.16%0.27%0.47%Q1 2022Q3 20233
Bogart Wealth, LLC 330.00%0.00%0.00%Q2 2022Q4 20223
CIBC WORLD MARKETS CORP 210.01%0.04%0.10%Q1 2017Q2 20183
Altium Wealth Management LLC 330.02%0.02%0.02%Q4 2021Q2 20223
Cresset Asset Management, LLC 210.00%0.01%0.02%Q2 2022Q3 20233
Rehmann Capital Advisory Group 330.00%0.00%0.00%Q1 2018Q3 20183
Risk Paradigm Group, LLC 333.14%3.31%3.51%Q2 2018Q4 20183
CAROLINAS WEALTH CONSULTING LLC 210.00%0.00%0.01%Q1 2021Q2 20233
Cornerstone Advisory, LLC 330.07%0.13%0.20%Q1 2017Q3 20173
Financial Gravity Companies, Inc. 210.01%0.01%0.01%Q4 2017Q4 20183
Intrua Financial, LLC 210.06%0.75%1.72%Q1 2022Q4 20223
Proficio Capital Partners LLC 330.09%0.14%0.25%Q1 2023Q3 20233
Mach-1 Financial Group, LLC 210.00%0.01%0.03%Q2 2022Q1 20233
FNY Investment Advisers, LLC 110.00%0.02%0.06%Q3 2019Q1 20223
BIVIN & ASSOCIATES, INC. 330.00%0.00%0.00%Q4 2021Q2 20223
MASTERS CAPITAL MANAGEMENT LLC 331.38%1.94%2.85%Q4 2018Q2 20193
TIDE POINT CAPITAL MANAGEMENT, LP 211.85%2.04%2.24%Q3 2015Q2 20163
Visionary Wealth Advisors 330.03%0.03%0.03%Q1 2023Q3 20233
MATHER GROUP, LLC. 331.42%1.89%2.14%Q3 2016Q1 20173
COWEN INC. 330.12%0.21%0.26%Q1 2016Q3 20163
Horizon Investments, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 330.46%0.51%0.58%Q4 2021Q2 20223
Farther Finance Advisors, LLC 330.01%0.02%0.02%Q1 2023Q3 20233
KBC Group NV 330.00%0.00%0.00%Q2 2013Q4 20133
Simplicity Solutions, LLC 330.04%0.05%0.05%Q1 2023Q3 20233
MIRABELLA FINANCIAL SERVICES LLP 110.28%0.36%0.49%Q3 2020Q3 20213
New Century Advisors, LLC 333.93%4.59%5.78%Q1 2016Q3 20163
New Harbor Financial Group, LLC 229.62%11.00%13.72%Q4 2021Q1 20223
NewSquare Capital LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Fieldpoint Private Securities, LLC 330.01%0.24%0.35%Q4 2021Q2 20223
GSA CAPITAL PARTNERS LLP 210.03%0.16%0.26%Q4 2020Q2 20233
Concert Wealth Management Inc. 110.00%0.07%0.14%Q3 2016Q1 20172
Colonial Trust Co / SC 220.01%0.01%0.01%Q4 2022Q1 20232
Sculptor Capital LP 110.05%0.18%0.31%Q1 2016Q1 20162
Oxler Private Wealth LLC 220.01%0.01%0.01%Q2 2022Q3 20222
Wellington Shields & Co., LLC 110.00%0.01%0.02%Q2 2022Q1 20232
BOOTHBAY FUND MANAGEMENT, LLC 110.02%0.08%0.14%Q3 2016Q3 20222
Janney Capital Management LLC 220.98%1.12%1.25%Q1 2022Q2 20222
Savant Capital, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Polar Asset Management Partners Inc. 110.23%0.29%0.35%Q1 2016Q4 20172
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 220.02%0.02%0.02%Q2 2021Q3 20212
Cadence Wealth Management LLC 223.83%4.83%5.83%Q2 2021Q3 20212
NEW ENGLAND SECURITIES CORP /MA/ 110.00%0.01%0.01%Q3 2013Q1 20142
Lake Hills Wealth Management, LLC 221.92%2.04%2.17%Q2 2023Q3 20232
FNY Partners Fund LP 220.00%0.00%0.01%Q4 2016Q1 20172
Trexquant Investment LP 110.01%0.06%0.11%Q2 2021Q1 20232
SJS Investment Consulting Inc. 220.01%0.01%0.01%Q4 2021Q1 20222
BW Gestao de Investimentos Ltda. 110.31%0.63%0.96%Q2 2021Q2 20232
KEYBANK NATIONAL ASSOCIATION/OH 220.00%0.00%0.00%Q1 2018Q2 20182
WP Advisors, LLC 220.02%0.02%0.02%Q2 2018Q3 20182
Lodge Hill Capital, LLC 227.35%7.63%7.92%Q2 2020Q3 20202
Verdence Capital Advisors LLC 110.03%0.03%0.03%Q1 2022Q3 20232
TFO Wealth Partners, LLC 110.00%0.01%0.01%Q3 2020Q3 20232
CAAS CAPITAL MANAGEMENT LP 110.01%0.05%0.08%Q4 2020Q1 20222
Blueshift Asset Management, LLC 220.04%0.04%0.06%Q2 2020Q3 20202
American Financial Network Advisory Services LLC 220.02%0.02%0.02%Q3 2017Q4 20172
SAC Capital Advisors LP 110.02%0.07%0.11%Q4 2013Q4 20132
Corient Private Wealth LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Lindbrook Capital, LLC 220.00%0.01%0.02%Q1 2022Q2 20222
Valence8 US LP 220.72%1.80%2.88%Q4 2022Q1 20232
PATHSTONE FAMILY OFFICE, LLC 110.00%0.00%0.00%Q2 2019Q4 20202
Marshall Wace North America L.P. 220.04%0.12%0.21%Q2 2013Q3 20132
SSI INVESTMENT MANAGEMENT LLC 220.20%0.27%0.34%Q2 2023Q3 20232
GUGGENHEIM CAPITAL LLC 220.00%0.00%0.01%Q3 2013Q4 20132
HIGHBRIDGE CAPITAL MANAGEMENT LLC 220.06%0.09%0.12%Q1 2016Q2 20162
PointState Capital LP 110.07%1.01%1.95%Q4 2021Q3 20222
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 220.45%0.75%1.05%Q2 2023Q3 20232
J Arnold Wealth Management Co 110.01%0.02%0.02%Q2 2021Q4 20222
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q3 2017Q1 20232
EQUITABLE TRUST CO 220.05%0.05%0.06%Q2 2018Q3 20182
STEPHENS INC /AR/ 110.05%0.09%0.14%Q2 2021Q1 20232
Pallas Capital Advisors LLC 220.04%0.04%0.05%Q3 2021Q4 20212
SWMG, LLC 220.11%0.11%0.12%Q1 2023Q2 20232
CIBC Private Wealth Group, LLC 220.00%0.00%0.00%Q4 2017Q1 20182
Bedell Frazier Investment Counselling, LLC 222.78%2.78%2.79%Q1 2017Q2 20172
Aspen Investment Management Inc 220.13%0.14%0.15%Q1 2022Q2 20222
Opera Trading Capital 220.01%0.02%0.02%Q4 2015Q1 20162
Neuberger Berman Group LLC 110.00%0.00%0.00%Q4 2015Q2 20222
XR Securities LLC 220.98%1.68%2.37%Q4 2017Q1 20182
PineBridge Investments, L.P. 110.00%0.00%0.00%Q3 2018Q1 20202
Red Cedar Capital, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Beacon Capital Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
StellarOne CORP 220.01%0.01%0.02%Q2 2013Q3 20132
Banco Santander, S.A. 220.01%0.01%0.01%Q1 2019Q2 20192
AlphaCore Capital LLC 110.00%0.00%0.00%Q1 2020Q3 20212
EXENCIAL WEALTH ADVISORS, LLC 110.01%0.04%0.07%Q1 2013Q4 20182
Bell Investment Advisors, Inc 220.01%0.01%0.01%Q1 2023Q2 20232
Camarda Financial Advisors, LLC 111.17%1.30%1.42%Q1 2022Q4 20222
Blue Door Asset Management, LLC 220.15%0.20%0.25%Q4 2021Q1 20222
GLG INC. 220.02%0.02%0.02%Q2 2013Q3 20132
Stratos Wealth Advisors, LLC 220.00%0.11%0.22%Q1 2020Q2 20202
LifePro Asset Management 220.21%0.21%0.21%Q4 2022Q1 20232
JANA PARTNERS LLC 110.14%0.77%1.40%Q3 2015Q3 20182
South Shore Capital Advisors 110.35%0.37%0.38%Q2 2021Q1 20222
KCM INVESTMENT ADVISORS LLC 220.05%0.06%0.06%Q2 2014Q3 20142
Kerrisdale Advisers, LLC 220.40%0.51%0.62%Q2 2021Q3 20212
Lombard Odier Asset Management (USA) Corp 110.32%0.32%0.32%Q4 2020Q4 20202
Foundations Investment Advisors, LLC 220.01%0.01%0.02%Q2 2023Q3 20232
Chescapmanager LLC 221.63%1.67%1.70%Q1 2021Q2 20212
Amundi 220.00%0.00%0.00%Q1 2022Q2 20222
Corvex Management LP 220.02%0.02%0.03%Q1 2021Q2 20212
LOOMIS SAYLES & CO L P 220.00%0.01%0.01%Q2 2016Q3 20162
Weil Company, Inc. 220.23%0.33%0.44%Q1 2021Q2 20212
NexWave Capital Partners LLC 221.57%1.80%2.04%Q2 2021Q3 20212
Sandy Cove Advisors, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
WEALTHFRONT Corp 220.00%0.00%0.00%Q3 2017Q4 20172
SOROS CAPITAL MANAGEMENT LLC 110.04%0.07%0.10%Q1 2021Q3 20212
CABOT WEALTH MANAGEMENT INC 220.65%0.65%0.66%Q4 2016Q1 20172
SFG Wealth Management, LLC. 220.99%1.07%1.15%Q4 2021Q1 20222
Ayalon Insurance Comp Ltd. 220.30%0.47%0.65%Q1 2022Q2 20222
Covington Capital Management 220.00%0.00%0.00%Q4 2021Q1 20222
Maltin Wealth Management, Inc. 110.01%0.10%0.18%Q4 2019Q3 20232
CABANA LLC 110.00%0.00%0.00%Q4 2019Q2 20202
Disciplined Investments, LLC 220.03%0.03%0.03%Q2 2022Q3 20222
Robinson Value Management, Ltd. 110.25%0.26%0.28%Q1 2017Q2 20182
WHALEROCK POINT PARTNERS, LLC 220.20%0.21%0.22%Q1 2018Q2 20182
ASB Consultores, LLC 220.50%0.61%0.72%Q2 2023Q3 20232
Hochman Cole Investment Advisors, Inc. 220.46%0.57%0.69%Q1 2021Q2 20212
CARLSON CAPITAL L P 110.00%0.00%0.00%Q3 2013Q3 20132
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. 220.11%0.11%0.11%Q1 2019Q2 20192
West Tower Group, LLC 220.13%0.27%0.41%Q2 2023Q3 20232
SYMPHONY ASSET MANAGEMENT LLC 220.10%0.18%0.26%Q2 2013Q3 20132
GRIMES & COMPANY, INC. 110.04%0.04%0.04%Q1 2016Q4 20162
1834 INVESTMENT ADVISORS CO 110.00%0.00%0.00%Q4 2019Q1 20222
Alaska Wealth Advisors 220.00%0.00%0.00%Q1 2023Q2 20232
Founders Financial Alliance, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
EATON VANCE MANAGEMENT 220.00%0.00%0.00%Q2 2021Q3 20212
Athanor Capital, LP 220.07%0.11%0.16%Q1 2020Q2 20202
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 220.47%0.78%1.08%Q2 2023Q3 20232
KWB Wealth 220.04%0.04%0.04%Q4 2022Q1 20232
Lee Financial Co 220.00%0.00%0.00%Q1 2018Q2 20182
Trust Co 220.01%0.01%0.01%Q4 2018Q1 20192
KSA CAPITAL MANAGEMENT, LLC 222.55%2.98%3.42%Q2 2014Q3 20142
K2 PRINCIPAL FUND, L.P. 221.74%2.21%2.67%Q1 2023Q2 20232
J2 Capital Management Inc 110.29%0.33%0.36%Q1 2022Q4 20222
Financial Enhancement Group LLC 220.00%0.29%0.59%Q1 2022Q2 20222
Peregrine Asset Advisers, Inc. 220.11%0.11%0.11%Q4 2021Q1 20222
FIRST MANHATTAN CO. LLC. 220.00%0.00%0.00%Q4 2016Q1 20172
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.03%0.03%0.03%Q2 2016Q4 20162
Blackhawk Capital Partners LLC. 220.54%0.63%0.72%Q1 2018Q2 20182
Cubist Systematic Strategies, LLC 220.00%0.00%0.00%Q4 2015Q1 20162
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 110.10%0.14%0.17%Q2 2018Q2 20182
Calamos Advisors LLC 220.05%0.08%0.12%Q2 2022Q3 20222
MAPLE SECURITIES USA INC 220.02%0.16%0.30%Q4 2013Q1 20142
Strategic Wealth Partners, Ltd. 110.00%0.01%0.01%Q4 2018Q2 20192
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 220.02%0.03%0.04%Q1 2016Q2 20162
DeepCurrents Investment Group LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Berry Street Capital Management LLP 110.81%0.81%0.81%Q2 2022Q2 20221
WOODWARD DIVERSIFIED CAPITAL, LLC 110.17%0.17%0.17%Q1 2022Q1 20221
KNIGHT CAPITAL GROUP LLC 110.02%0.02%0.02%Q2 2013Q2 20131
AMERICAN CENTURY COMPANIES INC 110.00%0.00%0.00%Q4 2016Q4 20161
Fund Evaluation Group, LLC 110.17%0.17%0.17%Q2 2013Q2 20131
Achievement Holdings L.P. 110.17%0.17%0.17%Q3 2015Q3 20151
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 110.26%0.26%0.26%Q4 2022Q4 20221
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Hefty Wealth Partners 110.04%0.04%0.04%Q1 2017Q1 20171
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Atlantic Union Bankshares Corp 110.01%0.01%0.01%Q1 2014Q1 20141
DUALITY ADVISERS, LP 110.89%0.89%0.89%Q2 2020Q2 20201
Omnia Family Wealth, LLC 116.14%6.14%6.14%Q3 2023Q3 20231
Pennant Capital Management, LLC 117.83%7.83%7.83%Q2 2016Q2 20161
Simply Money Advisors 110.00%0.00%0.00%Q4 2013Q4 20131
WCG Management, L.P. 111.86%1.86%1.86%Q1 2016Q1 20161
PITTENGER & ANDERSON INC 110.00%0.00%0.00%Q3 2017Q3 20171
Pinnacle Bancorp, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
TradeLink Global Equity LLC 110.48%0.48%0.48%Q3 2014Q3 20141
Total Clarity Wealth Management, Inc. 110.18%0.18%0.18%Q1 2022Q1 20221
Ritter Daniher Financial Advisory LLC / DE 110.00%0.00%0.00%Q3 2023Q3 20231
RMB Capital Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
BTG Pactual Global Asset Management Ltd 110.52%0.52%0.52%Q1 2015Q1 20151
Main Street Financial Solutions, LLC 110.04%0.04%0.04%Q1 2021Q1 20211
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
OMERS ADMINISTRATION Corp 110.01%0.01%0.01%Q3 2023Q3 20231
BANK HAPOALIM BM 110.17%0.17%0.17%Q2 2022Q2 20221
Slate Path Capital LP 110.35%0.35%0.35%Q4 2018Q4 20181
3G Capital Partners 117.97%7.97%7.97%Q4 2017Q4 20171
Dana Investment Advisors, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
GM Advisory Group, LLC 110.06%0.06%0.06%Q1 2020Q1 20201
Tourbillon Capital Partners, L.P. 110.58%0.58%0.58%Q4 2016Q4 20161
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
INHERENT GROUP, LP 110.40%0.40%0.40%Q2 2021Q2 20211
TIAA CREF INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q1 2016Q1 20161
Horizon Wealth Management, LLC 110.10%0.10%0.10%Q1 2022Q1 20221
UNITED CAPITAL FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Strategic Investment Solutions, Inc. /IL 110.01%0.01%0.01%Q1 2023Q1 20231
Kerntke Otto McGlone Wealth Management Group 110.01%0.01%0.01%Q4 2022Q4 20221
Aurelius Capital Management, LP 110.76%0.76%0.76%Q2 2016Q2 20161
PagnatoKarp Partners LLC 110.06%0.06%0.06%Q4 2016Q4 20161
JANICZEK WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Clarus Wealth Advisors 110.30%0.30%0.30%Q1 2022Q1 20221
Baird Financial Group, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
qPULA Trading Management LP 110.63%0.63%0.63%Q2 2021Q2 20211
Wakefield Asset Management LLLP 110.31%0.31%0.31%Q4 2019Q4 20191
HIGHLAND CAPITAL MANAGEMENT LP 110.05%0.05%0.05%Q2 2016Q2 20161
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Viewpoint Capital Management LLC 110.04%0.04%0.04%Q2 2023Q2 20231
LINDEN ADVISORS LP 110.04%0.04%0.04%Q2 2019Q2 20191
TEACHERS ADVISORS, LLC 110.01%0.01%0.01%Q1 2016Q1 20161
MRCap LP 112.88%2.88%2.88%Q3 2019Q3 20191
Thiel Macro LLC 111.58%1.58%1.58%Q4 2014Q4 20141
BARINGS LLC 110.25%0.25%0.25%Q1 2022Q1 20221
HITE Hedge Asset Management LLC 110.31%0.31%0.31%Q2 2021Q2 20211
Mangham Associates,LLC 110.70%0.70%0.70%Q1 2022Q1 20221
Broad Peak Investment Holdings Ltd. 1119.68%19.68%19.68%Q1 2023Q1 20231
Paradigm Financial Partners, LLC 110.20%0.20%0.20%Q2 2021Q2 20211
SANDLER CAPITAL MANAGEMENT 110.89%0.89%0.89%Q4 2013Q4 20131
STIFEL NICOLAUS & CO INC \MO\ 110.02%0.02%0.02%Q3 2013Q3 20131
SeaTown Holdings Pte. Ltd. 111.65%1.65%1.65%Q1 2016Q1 20161
Secure Asset Management, LLC 110.19%0.19%0.19%Q1 2022Q1 20221
Ciovacco Capital Management LLC 110.68%0.68%0.68%Q2 2022Q2 20221
SHUFRO ROSE & CO LLC 110.00%0.00%0.00%Q3 2019Q3 20191
SPX Gestao de Recursos Ltda 111.55%1.55%1.55%Q4 2020Q4 20201
Clear Perspective Advisors, LLC 110.01%0.01%0.01%Q1 2017Q1 20171
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 110.49%0.49%0.49%Q2 2023Q2 20231
Brick & Kyle, Associates 110.00%0.00%0.00%Q4 2014Q4 20141
Jafra Capital Management LP 111.22%1.22%1.22%Q1 2017Q1 20171
Cable Hill Partners, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Rise Advisors, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Truvestments Capital LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Wagner Wealth Management, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Sterling Manor Financial, LLC 114.88%4.88%4.88%Q1 2022Q1 20221
Peak Asset Management, LLC 110.09%0.09%0.09%Q3 2017Q3 20171
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Retirement Planning Co of New England, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
PIERSHALE FINANCIAL GROUP, INC. 110.01%0.01%0.01%Q1 2016Q1 20161
CAHILL FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20211
Goldstream Capital Management Ltd 110.08%0.08%0.08%Q1 2022Q1 20221
Psagot Value Holdings Ltd. 110.01%0.01%0.01%Q2 2013Q2 20131
P SCHOENFELD ASSET MANAGEMENT LP 111.10%1.10%1.10%Q2 2016Q2 20161
Columbus Macro, LLC 110.25%0.25%0.25%Q1 2021Q1 20211
NSI Retail Advisors, LLC 114.00%4.00%4.00%Q2 2021Q2 20211
Argentus Capital Management, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Rothschild Capital Partners, LLC 111.01%1.01%1.01%Q2 2016Q2 20161
SCHRODER INVESTMENT MANAGEMENT GROUP 110.02%0.02%0.02%Q2 2013Q2 20131
Cannon Global Investment Management, LLC 112.80%2.80%2.80%Q3 2022Q3 20221
Mount Lucas Management LP 110.22%0.22%0.22%Q4 2014Q4 20141
Manatuck Hill Partners, LLC 110.30%0.30%0.30%Q4 2019Q4 20191
Bank of New York Mellon Corp 110.00%0.00%0.00%Q1 2018Q1 20181
Glovista Investments LLC 110.71%0.71%0.71%Q1 2017Q1 20171
Hutchin Hill Capital, LP 110.04%0.04%0.04%Q2 2013Q2 20131
Tradeworx Inc. 110.15%0.15%0.15%Q3 2013Q3 20131
AMERICAN NATIONAL BANK 110.00%0.00%0.00%Q3 2014Q3 20141
CSM Advisors, LLC 111.87%1.87%1.87%Q2 2021Q2 20211
HIGHLINE CAPITAL MANAGEMENT, L.P. 110.61%0.61%0.61%Q2 2013Q2 20131
GARDNER LEWIS ASSET MANAGEMENT L P 111.92%1.92%1.92%Q1 2019Q1 20191
WEXFORD CAPITAL LP 110.11%0.11%0.11%Q3 2017Q3 20171
Investmark Advisory Group LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Braun-Bostich & Associates Inc. 115.98%5.98%5.98%Q4 2021Q4 20211
IAG Wealth Partners, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
TradeLink Capital LLC 110.37%0.37%0.37%Q2 2015Q2 20151
Monaco Asset Management SAM 111.31%1.31%1.31%Q4 2019Q4 20191
DECADE CAPITAL MANAGEMENT LLC 110.56%0.56%0.56%Q1 2014Q1 20141
Redhawk Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
SMI Advisory Services, LLC 111.32%1.32%1.32%Q1 2022Q1 20221
Taconic Capital Advisors LP 110.00%0.00%0.00%Q4 2015Q4 20151
EverPoint Asset Management, LLC 110.04%0.04%0.04%Q1 2016Q1 20161
Moors & Cabot, Inc. 110.11%0.11%0.11%Q2 2016Q2 20161
LINCOLN NATIONAL CORP 110.05%0.05%0.05%Q1 2022Q1 20221
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
GETCO Holding Company, LLC 110.07%0.07%0.07%Q2 2013Q2 20131
FAS Wealth Partners, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
IRON Financial LLC 113.17%3.17%3.17%Q2 2014Q2 20141
360 Financial, Inc. 113.35%3.35%3.35%Q1 2023Q1 20231
AVALON CAPITAL MANAGEMENT 113.04%3.04%3.04%Q1 2021Q1 20211
B. Riley Wealth Management, Inc. 110.07%0.07%0.07%Q1 2022Q1 20221
Counsel Portfolio Services Inc. 110.20%0.20%0.20%Q4 2014Q4 20141
EHP Funds Inc. 114.92%4.92%4.92%Q3 2023Q3 20231
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 110.02%0.02%0.02%Q1 2015Q1 20151
IAM Advisory, LLC 110.09%0.09%0.09%Q1 2022Q1 20221
Kingfisher Capital LLC 110.73%0.73%0.73%Q3 2013Q3 20131
Greenland Capital Management LP 110.30%0.30%0.30%Q4 2022Q4 20221
Geneva Partners, LLC 110.13%0.13%0.13%Q1 2022Q1 20221
BlueCrest Capital Management LLP 110.04%0.04%0.04%Q3 2013Q3 20131
Royal Fund Management, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
Sound Income Strategies, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
MERCER GLOBAL ADVISORS INC /ADV 110.00%0.00%0.00%Q1 2023Q1 20231
FSA Wealth Management LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Avidian Wealth Solutions, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
COLONY GROUP LLC 110.05%0.05%0.05%Q3 2014Q3 20141
Trellus Management Company, LLC 110.26%0.26%0.26%Q2 2015Q2 20151
CreativeOne Wealth, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Seminole Management Co., Inc. 110.13%0.13%0.13%Q1 2016Q1 20161
Econ Financial Services Corp 110.09%0.09%0.09%Q4 2021Q4 20211
Kore Private Wealth LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Alpha Cubed Investments, LLC 110.03%0.03%0.03%Q1 2021Q1 20211
Pacific Center for Financial Services 110.00%0.00%0.00%Q3 2019Q3 20191
Freestone Capital Holdings, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Amia Capital LLP 112.07%2.07%2.07%Q1 2021Q1 20211
Farmstead Capital Management, LLC 118.59%8.59%8.59%Q2 2016Q2 20161
Castle Creek Arbitrage, LLC 110.13%0.13%0.13%Q1 2020Q1 20201
Covalis Capital LLP 110.81%0.81%0.81%Q4 2019Q4 20191
EJF Capital LLC 110.05%0.05%0.05%Q1 2015Q1 20151
LOEWS CORP 110.01%0.01%0.01%Q1 2016Q1 20161
Kovitz Investment Group Partners, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Astoria Portfolio Advisors LLC. 110.16%0.16%0.16%Q4 2021Q4 20211
Venturi Wealth Management, LLC 110.10%0.10%0.10%Q3 2017Q3 20171
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q1 2021Q1 20211
SteelPeak Wealth, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
LMR Partners LLP 110.02%0.02%0.02%Q4 2022Q4 20221
DOW CHEMICAL CO /DE/ 110.03%0.03%0.03%Q3 2013Q3 20131
FNY Managed Accounts LLC 110.02%0.02%0.02%Q1 2017Q1 20171
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
CAPITAL CITY TRUST CO/FL 110.00%0.00%0.00%Q2 2013Q2 20131
Bayesian Capital Management, LP 110.08%0.08%0.08%Q1 2020Q1 20201
Friedenthal Financial 113.31%3.31%3.31%Q2 2021Q2 20211
Strategic Advocates LLC 110.22%0.22%0.22%Q3 2023Q3 20231
Sargent Bickham Lagudis LLC 110.00%0.00%0.00%Q4 2017Q4 20171
ARMSTRONG ADVISORY GROUP, INC 110.00%0.00%0.00%Q4 2022Q4 20221
RFP Financial Group LLC 110.14%0.14%0.14%Q1 2023Q1 20231
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.10%0.10%0.10%Q2 2018Q2 20181
Quadrature Capital Ltd 110.01%0.01%0.01%Q3 2023Q3 20231
Marks Wealth, LLC 116.09%6.09%6.09%Q1 2022Q1 20221
Claraphi Advisory Network, LLC 110.48%0.48%0.48%Q4 2022Q4 20221
Bellwether Investment Group, LLC 110.01%0.01%0.01%Q1 2017Q1 20171
Johnson Financial Group, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Pinz Capital Management, LP 110.79%0.79%0.79%Q1 2022Q1 20221
OVERSEA-CHINESE BANKING Corp Ltd 110.08%0.08%0.08%Q3 2023Q3 20231
Price Capital Management, Inc. 111.28%1.28%1.28%Q4 2017Q4 20171
SOCIETE GENERALE 110.15%0.15%0.15%Q2 2016Q2 20161
Muzinich & Co., Inc. 110.29%0.29%0.29%Q1 2019Q1 20191
Atria Investments, Inc 110.03%0.03%0.03%Q3 2020Q3 20201
Glenview Trust Co 110.31%0.31%0.31%Q4 2014Q4 20141
Ballentine Partners, LLC 110.05%0.05%0.05%Q3 2018Q3 20181
Personal Wealth Partners 110.03%0.03%0.03%Q2 2021Q2 20211
KLS Diversified Asset Management LP 119.16%9.16%9.16%Q4 2018Q4 20181
Pinnacle Summer Investments, Inc. 110.00%0.00%0.00%Q3 2015Q3 20151
OLD MISSION CAPITAL, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
Camelot Portfolios, LLC 110.30%0.30%0.30%Q2 2023Q2 20231
CR Intrinsic Investors, LLC 110.36%0.36%0.36%Q4 2013Q4 20131
CONDOR CAPITAL MANAGEMENT 110.06%0.06%0.06%Q3 2015Q3 20151
Perella Weinberg Partners Capital Management LP 110.03%0.03%0.03%Q2 2019Q2 20191
Corient Capital Partners, LLC 110.10%0.10%0.10%Q4 2018Q4 20181
Gryphon Financial Partners LLC 110.00%0.00%0.00%Q4 2017Q4 20171
NIEMANN CAPITAL MANAGEMENT INC 111.70%1.70%1.70%Q4 2016Q4 20161
TRUST DEPARTMENT MB FINANCIAL BANK N A 110.03%0.03%0.03%Q4 2016Q4 20161
HARBOR INVESTMENT ADVISORY, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Brookfield Asset Management 110.03%0.03%0.03%Q1 2016Q1 20161
Tahithromos, L.L.C. 111.00%1.00%1.00%Q3 2013Q3 20131
Henrickson Nauta Wealth Advisors, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC 110.06%0.06%0.06%Q3 2017Q3 20171
Private Portfolio Partners LLC 110.06%0.06%0.06%Q3 2022Q3 20221
Clarity Financial LLC 110.04%0.04%0.04%Q1 2022Q1 20221
Alhambra Investment Management LLC 110.42%0.42%0.42%Q1 2021Q1 20211
Gruss Capital Management LP 113.63%3.63%3.63%Q4 2016Q4 20161
DARK FOREST CAPITAL MANAGEMENT LP 110.06%0.06%0.06%Q3 2023Q3 20231
BLOCKHOUSE CAPITAL MANAGEMENT LP 115.66%5.66%5.66%Q3 2017Q3 20171
Corsair Capital Management 110.07%0.07%0.07%Q1 2022Q1 20221
MIZUHO SECURITIES USA LLC 110.24%0.24%0.24%Q3 2017Q3 20171
Orca Investment Management, LLC 111.41%1.41%1.41%Q1 2016Q1 20161
Stadion Money Management, LLC 110.66%0.66%0.66%Q1 2021Q1 20211
Astor Investment Management LLC 110.12%0.12%0.12%Q1 2014Q1 20141
Kalos Management, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
Man Group plc 110.00%0.00%0.00%Q2 2023Q2 20231
FIRST AMERICAN TRUST, FSB 110.06%0.06%0.06%Q4 2019Q4 20191
BBT Capital Management, LLC 110.97%0.97%0.97%Q3 2013Q3 20131
Chicago Wealth Management, Inc. 113.75%3.75%3.75%Q1 2023Q1 20231
Institute for Wealth Management, LLC. 110.00%0.00%0.00%Q4 2019Q4 20191
Catalyst Capital Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Thrax Management, LLC 111.97%1.97%1.97%Q4 2016Q4 20161
OLIVER LAGORE VANVALIN INVESTMENT GROUP 110.00%0.00%0.00%Q1 2022Q1 20221
Graticule Asia Macro Advisors LLC 110.66%0.66%0.66%Q1 2019Q1 20191
Princeton Alpha Management LP 110.15%0.15%0.15%Q4 2013Q4 20131
External links

This page lists all the filers that currently own SPDR SERIES TRUST or have owned SPDR SERIES TRUST in the past.