SPDR SERIES TRUST shareholder history

Current and past SPDR SERIES TRUST shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.00%0.02%Q2 2013Q3 2023116
BARCLAYS PLC 42420.00%0.00%0.04%Q2 2013Q3 202399
Walleye Trading LLC 23140.00%0.02%0.12%Q2 2013Q3 202397
CITIGROUP INC 42420.00%0.02%0.18%Q2 2013Q3 202394
Citadel Advisors 3330.00%0.00%0.02%Q3 2014Q3 202389
Cutler Group LLC / CA 32320.00%0.02%0.21%Q4 2015Q3 202387
ROYAL BANK OF CANADA 42420.00%0.02%0.07%Q2 2013Q3 202381
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.04%Q2 2013Q3 202381
JANE STREET GROUP, LLC 3110.00%0.01%0.11%Q3 2014Q3 202373
UBS Group AG 36360.00%0.01%0.04%Q4 2014Q3 202372
Parallax Volatility Advisers, L.P. 2110.00%0.01%0.05%Q4 2013Q3 202369
WOLVERINE TRADING, LLC 830.00%0.00%0.02%Q2 2016Q3 202369
CREDIT SUISSE AG/ 43430.00%0.01%0.07%Q1 2013Q3 202366
GOLDMAN SACHS GROUP INC 4240.00%0.12%0.38%Q1 2012Q3 202364
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.04%Q2 2013Q3 202357
RAYMOND JAMES & ASSOCIATES 42420.00%0.01%0.04%Q2 2013Q3 202350
MILLENNIUM MANAGEMENT LLC 1310.00%0.00%0.02%Q3 2013Q3 202346
PEAK6 Investments LLC 1450.00%0.02%0.13%Q4 2018Q3 202344
Montecito Bank & Trust 43430.06%0.13%0.29%Q2 2013Q4 202343
Veritable, L.P. 43430.01%0.04%0.16%Q4 2012Q2 202343
BNP PARIBAS FINANCIAL MARKETS 35350.00%0.01%0.08%Q1 2015Q3 202343
NORTH STAR ASSET MANAGEMENT INC 42420.02%0.13%0.48%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.02%0.05%Q2 2013Q3 202342
SOL Capital Management CO 42420.03%0.14%0.31%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.02%Q2 2013Q3 202342
TCI Wealth Advisors, Inc. 42420.01%0.04%0.14%Q4 2012Q1 202342
LPL Financial LLC 42420.00%0.02%0.09%Q2 2013Q3 202342
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.01%Q2 2013Q3 202342
Wharton Business Group, LLC 42420.33%2.03%5.10%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.00%0.00%Q2 2013Q3 202342
Sandy Spring Bank 42420.11%0.44%0.79%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.01%0.03%Q2 2013Q3 202342
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 42420.03%0.12%0.29%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.01%Q2 2013Q3 202342
Creative Planning 27130.00%0.00%0.02%Q2 2013Q3 202341
HighTower Advisors, LLC 3440.00%0.05%0.22%Q2 2013Q3 202341
Main Management LLC 3830.11%1.42%6.43%Q2 2013Q3 202341
GLENMEDE TRUST CO NA 21200.00%0.00%0.00%Q2 2013Q3 202341
SouthState Corp 28120.01%0.10%0.41%Q3 2013Q3 202340
CAPITAL FUND MANAGEMENT S.A. 810.00%0.05%0.27%Q2 2014Q3 202340
Bank of New York Mellon Corp 40400.00%0.00%0.02%Q2 2013Q1 202340
RMB Capital Management, LLC 1310.00%0.21%2.39%Q2 2015Q3 202340
Cambridge Investment Research Advisors, Inc. 2930.00%0.01%0.04%Q2 2013Q3 202339
STIFEL FINANCIAL CORP 39390.01%0.05%0.22%Q1 2014Q3 202339
ENVESTNET ASSET MANAGEMENT INC 2060.00%0.00%0.04%Q3 2013Q3 202338
LEVIN CAPITAL STRATEGIES, L.P. 2510.00%0.02%0.04%Q4 2013Q3 202338
Hudock, Inc. 38380.00%0.07%0.93%Q2 2013Q3 202238
JAMES INVESTMENT RESEARCH INC 2990.00%0.01%0.04%Q2 2013Q1 202338
CHARTIST INC /CA/ 1530.19%1.17%5.21%Q2 2013Q3 202337
HSBC HOLDINGS PLC 1420.00%0.01%0.03%Q1 2012Q1 202337
SG Americas Securities, LLC 2620.00%0.02%0.11%Q4 2013Q3 202337
J.P. Morgan Private Wealth Advisors LLC 3060.00%0.01%0.06%Q3 2014Q3 202336
BROWN BROTHERS HARRIMAN & CO 1970.00%0.00%0.00%Q1 2013Q3 202336
BENJAMIN F. EDWARDS & COMPANY, INC. 22140.00%0.02%0.05%Q2 2013Q4 202236
D.A. DAVIDSON & CO. 35350.00%0.01%0.03%Q3 2013Q1 202235
Tower Research Capital LLC (TRC) 1220.00%0.13%0.60%Q3 2013Q3 202335
OPPENHEIMER & CO INC 1580.01%0.01%0.04%Q2 2014Q3 202335
DUNCKER STREETT & CO INC 25100.00%0.03%0.05%Q2 2013Q1 202235
HAP Trading, LLC 1610.00%0.03%0.25%Q3 2014Q2 202334
US BANCORP \DE\ 2410.00%0.00%0.00%Q3 2013Q3 202333
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.00%0.03%Q3 2013Q3 202333
TOTH FINANCIAL ADVISORY CORP 21120.02%0.45%1.23%Q3 2013Q3 202333
TWO SIGMA SECURITIES, LLC 1110.00%0.07%0.82%Q4 2014Q1 202232
NORTHERN TRUST CORP 1420.00%0.00%0.01%Q2 2013Q1 202332
IFP Advisors, Inc 17140.00%0.01%0.02%Q4 2015Q3 202331
BANK HAPOALIM BM 2510.03%0.55%2.59%Q4 2013Q2 202331
Janney Montgomery Scott LLC 2920.00%0.01%0.02%Q3 2015Q3 202331
Raymond James Financial Services Advisors, Inc. 19120.00%0.01%0.06%Q4 2015Q3 202331
BLAIR WILLIAM & CO/IL 2720.00%0.00%0.01%Q2 2016Q3 202329
Jaffetilchin Investment Partners, LLC 29290.04%0.84%1.56%Q2 2013Q2 202029
NBT BANK N A /NY 2220.03%0.05%0.07%Q2 2013Q1 202229
Psagot Value Holdings Ltd. 2230.00%1.39%2.48%Q2 2013Q3 202129
Steward Partners Investment Advisory, LLC 28280.01%0.02%0.07%Q4 2016Q3 202328
BigSur Wealth Management LLC 28280.20%0.65%1.29%Q4 2016Q3 202328
Sargent Bickham Lagudis LLC 28280.00%0.00%0.01%Q1 2016Q4 202228
D L CARLSON INVESTMENT GROUP INC 28280.11%0.23%0.91%Q2 2013Q1 202028
Focused Wealth Management, Inc 2350.00%0.33%1.57%Q3 2013Q3 202328
AlphaMark Advisors, LLC 28280.02%0.05%0.08%Q4 2016Q3 202328
CENTRAL TRUST Co 2530.00%0.00%0.00%Q2 2014Q3 202328
SCOTIA CAPITAL INC. 2510.00%0.01%0.02%Q2 2013Q1 202228
Simmons Bank 27270.05%0.10%0.18%Q1 2017Q3 202327
Advisory Services Network, LLC 2110.00%0.02%0.05%Q4 2013Q3 202327
MAI Capital Management 27270.01%0.10%0.41%Q1 2017Q3 202327
Transamerica Financial Advisors, Inc. 910.00%0.00%0.00%Q3 2013Q3 202327
Parallel Advisors, LLC 16110.00%0.03%0.11%Q4 2016Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.02%0.06%Q2 2013Q4 201927
Mariner, LLC 2070.00%0.05%0.16%Q3 2015Q3 202327
FMR LLC 26260.00%0.00%0.00%Q2 2017Q3 202326
Private Advisor Group, LLC 1310.00%0.01%0.04%Q3 2014Q2 202325
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1691.14%3.47%7.37%Q4 2014Q4 202225
CenterStar Asset Management, LLC 1110.00%0.12%0.70%Q4 2017Q4 202125
HM PAYSON & CO 1870.00%0.01%0.01%Q4 2016Q3 202325
EDMOND DE ROTHSCHILD HOLDING S.A. 1510.00%0.21%1.42%Q2 2015Q3 202325
Financial Architects, Inc 1820.00%0.02%0.05%Q2 2013Q2 202025
Spot Trading L.L.C 710.00%0.00%0.02%Q2 2013Q1 201725
Geneos Wealth Management Inc. 1860.00%0.03%0.19%Q1 2016Q1 202224
Homrich & Berg 24240.02%0.06%0.13%Q4 2015Q3 202124
Twin Tree Management, LP 1030.00%0.04%0.19%Q1 2020Q3 202324
McIlrath & Eck, LLC 24240.01%0.02%0.09%Q4 2017Q3 202324
CAPTRUST FINANCIAL ADVISORS 2210.00%0.02%0.08%Q2 2013Q3 202324
Winfield Associates, Inc. 2310.09%0.77%1.36%Q4 2013Q1 202224
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
Quantitative Investment Management, LLC 510.03%0.24%0.85%Q2 2013Q3 202324
SIMPLEX TRADING, LLC 710.00%0.01%0.03%Q4 2014Q2 202323
Anchor Investment Management, LLC 23230.00%0.00%0.00%Q4 2017Q2 202323
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1670.36%3.44%7.44%Q4 2014Q4 202223
Jefferies Group LLC 1110.00%0.02%0.04%Q3 2014Q1 202223
BAROMETER CAPITAL MANAGEMENT INC. 1010.14%0.33%0.57%Q4 2013Q3 202223
Ledyard National Bank 23230.00%0.26%1.18%Q2 2013Q4 201823
PARAMETRIC PORTFOLIO ASSOCIATES LLC 2210.00%0.00%0.02%Q3 2014Q4 202123
FIRST TRUST ADVISORS LP 11110.00%0.00%0.01%Q3 2017Q3 202322
BDO Wealth Advisors, LLC 1390.00%0.00%0.01%Q2 2017Q2 202322
StrategIQ Financial Group, LLC 22220.09%0.23%0.58%Q2 2018Q3 202322
WOLVERINE ASSET MANAGEMENT LLC 750.00%0.02%0.11%Q2 2013Q4 201822
Poehling Capital Management, INC. 21210.09%0.20%0.33%Q4 2017Q4 202221
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.02%Q3 2018Q3 202321
Mutual Advisors, LLC 11100.01%0.04%0.12%Q1 2018Q3 202321
CWM, LLC 1380.00%0.00%0.00%Q2 2018Q3 202321
American Money Management, LLC 21211.55%2.11%3.19%Q4 2013Q4 201821
Avantax Planning Partners, Inc. 1190.01%0.04%0.10%Q4 2016Q4 202220
Pettinga Financial Advisors LLC 20200.14%0.41%0.71%Q4 2018Q3 202320
Graves Light Lenhart Wealth, Inc. 20200.06%0.14%0.23%Q4 2018Q3 202320
Centiva Capital, LP 710.09%0.43%1.03%Q2 2019Q3 202120
Formidable Asset Management, LLC 1430.06%0.09%0.28%Q1 2017Q3 202320
RPg Family Wealth Advisory, LLC 1640.02%0.04%0.06%Q1 2017Q1 202220
Cetera Advisor Networks LLC 1110.00%0.01%0.03%Q2 2013Q3 202319
Global Retirement Partners, LLC 1110.00%0.01%0.16%Q4 2016Q3 202319
GREAT LAKES ADVISORS, LLC 19190.01%0.03%0.06%Q2 2013Q4 201719
DEUTSCHE BANK AG\ 1120.00%0.00%0.01%Q3 2013Q1 202319
NOMURA HOLDINGS INC 410.00%0.01%0.02%Q1 2014Q3 202319
DIMENSION CAPITAL MANAGEMENT LLC 1090.05%0.14%0.29%Q2 2017Q1 202319
RESOURCES MANAGEMENT CORP /CT/ /ADV 1720.00%0.01%0.13%Q3 2018Q3 202319
MML INVESTORS SERVICES, LLC 920.00%0.01%0.02%Q2 2017Q3 202319
HL FINANCIAL SERVICES LLC 1620.00%0.01%0.02%Q2 2013Q4 201818
MEITAV INVESTMENT HOUSE LTD 1110.02%0.26%0.68%Q4 2017Q3 202318
Baird Financial Group, Inc. 930.00%0.01%0.02%Q4 2016Q1 202218
BANQUE PICTET & CIE SA 720.00%0.05%0.36%Q2 2014Q3 202018
Commonwealth Equity Services, Inc 18180.00%0.01%0.02%Q2 2013Q3 201718
TRUIST FINANCIAL CORP 1410.00%0.01%0.01%Q2 2015Q3 202318
MARSHALL & SULLIVAN INC /WA/ 1624.28%7.00%8.86%Q2 2013Q3 202018
Hillswick Asset Management, LLC 18180.60%0.69%0.82%Q4 2014Q1 201918
First Allied Advisory Services, Inc. 1310.01%0.05%0.07%Q2 2014Q3 201918
NEXT Financial Group, Inc 1350.00%0.04%0.08%Q3 2014Q3 201918
Nelson Capital Management, LLC 1080.01%0.01%0.01%Q2 2014Q4 201818
NewEdge Advisors, LLC 750.00%0.02%0.06%Q2 2018Q3 202318
COMMERZBANK AKTIENGESELLSCHAFT /FI 1510.00%0.03%0.06%Q2 2014Q3 201918
Jacobi Capital Management LLC 1160.00%0.00%0.00%Q2 2017Q3 202117
SFE Investment Counsel 1430.13%0.88%2.45%Q1 2017Q3 202217
AMP Capital Investors Ltd 1070.05%0.55%2.03%Q4 2016Q1 202117
American Portfolios Advisors 1210.00%0.01%0.07%Q4 2017Q3 202217
AE Wealth Management LLC 820.00%0.02%0.10%Q1 2017Q3 202317
SUNTRUST BANKS INC 1250.00%0.01%0.03%Q4 2013Q3 201917
Joel Isaacson & Co., LLC 17170.01%0.02%0.02%Q4 2012Q4 201617
MARSHALL WACE, LLP 510.00%0.01%0.08%Q1 2019Q1 202317
Crescent Grove Advisors, LLC 1160.02%0.16%0.53%Q2 2017Q4 202217
HUNTINGTON NATIONAL BANK 1410.00%0.00%0.00%Q3 2017Q3 202317
LGL PARTNERS, LLC 840.04%0.11%0.18%Q3 2017Q3 202217
Cetera Advisors LLC 910.01%0.02%0.04%Q4 2017Q3 202217
Harel Insurance Investments & Financial Services Ltd. 1320.00%0.49%2.11%Q4 2015Q3 202117
Samalin Investment Counsel, LLC 16160.19%0.34%0.43%Q4 2019Q3 202316
Belpointe Asset Management LLC 710.01%0.04%0.12%Q3 2017Q1 202316
Argent Trust Co 910.02%0.12%0.23%Q4 2014Q4 201916
Cedar Mountain Advisors, LLC 16160.00%0.01%0.02%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.00%0.01%0.01%Q4 2019Q3 202316
TWO SIGMA INVESTMENTS, LP 210.00%0.01%0.03%Q3 2013Q3 202316
Rockefeller Capital Management L.P. 16160.00%0.00%0.01%Q3 2019Q2 202316
WASHINGTON TRUST Co 1510.00%0.00%0.00%Q2 2018Q3 202316
Sugarloaf Wealth Management, LLC 16160.01%0.01%0.02%Q4 2019Q3 202316
Advisor Group, Inc. 15150.00%0.01%0.02%Q2 2016Q4 201915
Stratos Wealth Partners, LTD. 910.01%0.01%0.02%Q1 2017Q3 202215
Rehmann Capital Advisory Group 820.02%0.18%0.27%Q4 2016Q2 202215
SRS Capital Advisors, Inc. 1050.00%0.00%0.00%Q4 2019Q3 202315
McGuire Investment Group, LLC 960.05%0.12%0.41%Q3 2018Q4 202215
OSAIC HOLDINGS, INC. 15150.00%0.01%0.03%Q1 2020Q3 202315
Disciplined Investments, LLC 15150.00%0.01%0.01%Q4 2019Q2 202315
MARINER INDEPENDENT ADVISOR NETWORK, LLC 810.02%0.09%0.14%Q1 2017Q3 202215
Vigilant Capital Management, LLC 15150.02%1.85%3.41%Q3 2016Q1 202015
Kistler-Tiffany Companies, LLC 15150.00%0.00%0.00%Q2 2018Q4 202115
Patten Group, Inc. 1410.00%0.00%0.01%Q4 2014Q3 201815
NATIXIS 1110.00%0.01%0.06%Q1 2017Q3 202315
MSI Financial Services Inc 15150.00%0.01%0.02%Q2 2013Q4 201615
Wagner Wealth Management, LLC 1140.01%0.02%0.03%Q4 2017Q2 202315
MANUFACTURERS LIFE INSURANCE COMPANY, THE 1210.00%0.00%0.00%Q1 2015Q3 202015
Essex Financial Services, Inc. 1010.03%0.08%0.24%Q4 2016Q1 202314
Oakworth Capital, Inc. 14140.00%0.01%0.01%Q1 2016Q2 201914
PineBridge Investments, L.P. 860.01%0.07%0.20%Q4 2016Q1 202114
CULLEN/FROST BANKERS, INC. 14140.00%0.00%0.00%Q2 2020Q3 202314
Madden Advisory Services, Inc. 1310.04%0.35%0.49%Q3 2015Q1 201914
SYNOVUS FINANCIAL CORP 1010.00%0.00%0.01%Q4 2016Q3 202314
Advisors Preferred, LLC 410.00%0.08%0.70%Q4 2013Q1 202314
Fieldpoint Private Securities, LLC 14140.42%0.85%1.55%Q1 2017Q2 202014
GM Advisory Group, LLC 14140.06%0.10%0.14%Q2 2020Q3 202314
Vectors Research Management, LLC 14140.41%1.23%2.20%Q1 2020Q2 202314
Alaska Permanent Fund Corp 1220.07%0.31%0.58%Q1 2020Q3 202314
Corient Capital Partners, LLC 14140.04%0.10%0.20%Q3 2016Q4 201914
PUBLIC SECTOR PENSION INVESTMENT BOARD 1120.01%0.08%0.19%Q3 2019Q4 202214
FLAGSHIP HARBOR ADVISORS, LLC 810.00%0.11%0.68%Q2 2018Q4 202214
BW Gestao de Investimentos Ltda. 14140.10%1.56%3.23%Q4 2013Q1 201714
Exchange Capital Management, Inc. 1130.02%0.12%0.22%Q3 2014Q3 202314
Mosaic Family Wealth, LLC 14140.03%0.07%0.18%Q4 2015Q1 201914
MERITAGE PORTFOLIO MANAGEMENT 1110.62%0.80%1.12%Q2 2013Q4 201914
LBA Wealth Management, LLC 14140.00%0.00%0.00%Q4 2013Q1 201714
Ancora Advisors LLC 710.00%0.00%0.00%Q4 2016Q3 202313
WHITTIER TRUST CO 910.00%0.02%0.03%Q4 2013Q4 202013
IndexIQ Advisors LLC 13130.00%0.05%0.15%Q1 2017Q1 202013
LOEB PARTNERS CORP 13130.10%0.14%0.28%Q3 2013Q3 201613
Institute for Wealth Management, LLC. 510.04%0.05%0.09%Q4 2017Q4 202213
MENDON CAPITAL ADVISORS CORP 1210.28%0.76%2.15%Q1 2016Q3 201913
RWA WEALTH PARTNERS, LLC 1010.02%0.62%2.11%Q1 2017Q1 202113
Timber Hill LLC 610.00%0.03%0.29%Q2 2013Q4 201713
BALYASNY ASSET MANAGEMENT L.P. 610.00%0.02%0.07%Q4 2017Q3 202313
Kestra Advisory Services, LLC 13130.00%0.02%0.08%Q3 2020Q3 202313
Lehman & Derafelo Financial Resources LLC 620.01%0.52%1.39%Q4 2018Q3 202213
FIC CAPITAL INC 13130.15%0.33%0.55%Q3 2013Q3 201613
WINTRUST INVESTMENTS LLC 620.03%0.08%0.12%Q2 2018Q3 202313
Newbridge Financial Services Group, Inc. 13130.01%0.01%0.02%Q3 2020Q3 202313
REGIONS FINANCIAL CORP 760.00%0.02%0.04%Q2 2013Q1 201913
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 990.00%0.01%0.03%Q4 2019Q4 202113
EVOKE WEALTH, LLC 1110.01%0.01%0.03%Q3 2019Q3 202212
Carroll Financial Associates, Inc. 510.00%0.01%0.02%Q2 2014Q4 202012
TORONTO DOMINION BANK 810.00%0.00%0.01%Q3 2018Q3 202312
FRANKLIN RESOURCES INC 530.00%0.01%0.05%Q2 2015Q2 202312
BOOTHBAY FUND MANAGEMENT, LLC 510.10%0.24%0.40%Q3 2015Q3 202312
Bison Wealth, LLC 1110.03%0.06%0.14%Q3 2018Q2 202212
MBM Wealth Consultants, LLC 12120.00%0.09%0.20%Q2 2020Q1 202312
Wealthcare Advisory Partners LLC 1110.00%0.00%0.03%Q3 2017Q1 202112
Circle Wealth Management, LLC 12120.06%0.10%0.15%Q4 2016Q3 201912
Wealthspire Advisors, L.P. 840.00%0.00%0.01%Q4 2015Q1 201912
Venturi Wealth Management, LLC 710.03%0.06%0.13%Q2 2018Q2 202212
Allworth Financial LP 12120.00%0.00%0.00%Q3 2020Q2 202312
Garrison Asset Management, LLC 810.10%0.12%0.14%Q2 2015Q4 201912
Heritage Wealth Advisors 12120.01%0.07%0.16%Q4 2020Q3 202312
Koshinski Asset Management, Inc. 1020.02%0.03%0.06%Q3 2020Q3 202312
HNP Capital LLC 12120.63%1.26%2.09%Q2 2020Q1 202312
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 12120.00%0.08%0.13%Q3 2017Q2 202012
Abbot Financial Management, Inc. 12120.15%0.22%0.30%Q2 2020Q1 202312
SIGNATUREFD, LLC 610.00%0.01%0.02%Q4 2013Q4 202212
Virtu Financial LLC 310.02%0.26%2.18%Q3 2013Q3 201912
Joseph P. Lucia & Associates, LLC 620.01%0.01%0.03%Q1 2019Q2 202212
Waldron Private Wealth LLC 12120.02%0.02%0.03%Q4 2020Q3 202312
CAPE COD FIVE CENTS SAVINGS BANK 12120.05%0.21%0.31%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 12120.02%0.02%0.03%Q4 2020Q3 202312
ROCKLAND TRUST CO 710.01%0.04%0.07%Q4 2015Q4 202112
CENTAURUS FINANCIAL, INC. 710.00%0.06%0.28%Q2 2018Q1 202312
COHEN & STEERS, INC. 12120.00%0.01%0.02%Q1 2017Q4 201912
BROWN ADVISORY INC 610.00%0.00%0.00%Q2 2013Q2 202112
QUADRANT CAPITAL GROUP LLC 12120.00%0.02%0.04%Q4 2019Q3 202212
ProVise Management Group, LLC 11110.43%0.73%1.01%Q1 2021Q3 202311
Addison Advisors LLC 1010.00%0.01%0.02%Q4 2020Q3 202311
Invst, LLC 11110.09%0.26%0.37%Q2 2017Q4 201911
Magnus Financial Group LLC 1010.02%0.08%0.16%Q4 2020Q3 202311
Spire Wealth Management 11110.00%0.00%0.01%Q1 2021Q3 202311
Cetera Investment Advisers 11110.01%0.02%0.04%Q1 2021Q3 202311
Clark Capital Management Group, Inc. 210.02%0.26%0.64%Q2 2013Q3 202211
FIRST MIDWEST BANK TRUST DIVISION 920.03%0.06%0.10%Q4 2013Q1 201711
WP Advisors, LLC 11110.15%0.23%0.28%Q1 2021Q3 202311
Avitas Wealth Management LLC 510.05%0.08%0.08%Q4 2018Q3 202211
AVANTAX ADVISORY SERVICES, INC. 810.00%0.03%0.23%Q4 2018Q3 202311
M Holdings Securities, Inc. 520.12%0.29%0.99%Q4 2013Q1 202311
Certified Advisory Corp 11110.01%0.08%0.21%Q4 2017Q2 202011
Quantbot Technologies LP 1010.02%0.04%0.10%Q3 2019Q2 202311
Brinker Capital Investments, LLC 11110.02%0.06%0.12%Q2 2013Q4 201511
BERKSHIRE ASSET MANAGEMENT LLC/PA 650.02%0.03%0.04%Q4 2020Q3 202311
Laidlaw Wealth Management LLC 740.04%0.07%0.10%Q4 2020Q3 202311
CX Institutional 410.00%0.07%0.26%Q2 2018Q3 202311
Capital Asset Advisory Services LLC 830.00%0.00%0.00%Q4 2019Q3 202211
Patriot Financial Group Insurance Agency, LLC 920.00%0.01%0.03%Q1 2017Q4 202111
ONTARIO TEACHERS PENSION PLAN BOARD 10100.19%0.27%0.39%Q4 2016Q1 201910
Integrated Wealth Concepts LLC 730.01%0.02%0.05%Q1 2021Q3 202310
TWIN FOCUS CAPITAL PARTNERS, LLC 510.04%0.07%0.10%Q4 2017Q1 202210
Squarepoint Ops LLC 510.01%0.02%0.06%Q2 2019Q3 202310
WFG Advisors, LP 10100.01%0.01%0.02%Q2 2013Q3 201510
Granger Management LLC 10100.06%0.13%0.17%Q4 2020Q1 202310
CABOT WEALTH MANAGEMENT INC 910.34%1.05%1.55%Q1 2016Q4 201810
Claraphi Advisory Network, LLC 10100.04%0.16%0.21%Q4 2017Q1 202010
Ayalon Insurance Comp Ltd. 620.01%0.13%0.35%Q1 2015Q2 202110
TWO SIGMA ADVISERS, LP 510.00%0.01%0.02%Q4 2014Q2 202110
IHT Wealth Management, LLC 640.00%0.02%0.04%Q4 2016Q4 202110
Relative Value Partners Group, LLC 10100.58%1.28%1.45%Q3 2016Q4 201810
CIBC Private Wealth Group, LLC 820.00%0.00%0.01%Q1 2018Q3 202210
LMCG INVESTMENTS, LLC 10100.01%0.01%0.02%Q2 2013Q3 201510
BAILARD, INC. 10100.04%0.04%0.05%Q2 2013Q3 201510
Chicago Partners Investment Group LLC 10100.01%0.07%0.23%Q3 2016Q4 201810
JOHNSON INVESTMENT COUNSEL INC 640.00%0.02%0.07%Q4 2017Q3 202310
Truepoint, Inc. 10100.05%0.08%0.10%Q2 2020Q3 202210
BESSEMER GROUP INC 430.00%0.03%0.11%Q4 2015Q4 202110
B. Riley Wealth Advisors, Inc. 510.00%0.03%0.06%Q2 2013Q4 202210
Squar Milner Financial Services LLC 10100.14%0.31%0.48%Q1 2018Q2 202010
Sowell Financial Services LLC 710.01%0.07%0.27%Q1 2019Q3 202210
HARBOUR INVESTMENTS, INC. 640.01%0.01%0.01%Q1 2021Q3 202310
Edgestream Partners, L.P. 410.01%0.05%0.12%Q4 2018Q3 20229
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 991.16%1.60%2.14%Q1 2020Q1 20229
1832 Asset Management L.P. 310.00%0.00%0.01%Q1 2017Q1 20239
PRELUDE CAPITAL MANAGEMENT, LLC 610.00%0.01%0.02%Q3 2018Q3 20219
EQUITABLE TRUST CO 720.04%0.14%0.43%Q2 2018Q2 20219
STEPHENS INC /AR/ 810.00%0.01%0.01%Q1 2021Q3 20239
TUDOR INVESTMENT CORP ET AL 410.00%0.03%0.11%Q3 2014Q2 20239
Qube Research & Technologies Ltd 410.00%0.00%0.01%Q4 2020Q3 20239
M&T BANK CORP 810.00%0.00%0.00%Q2 2013Q2 20169
Main Management ETF Advisors, LLC 999.40%10.30%11.00%Q4 2017Q4 20199
FARMERS & MERCHANTS INVESTMENTS INC 810.00%0.00%0.00%Q3 2020Q3 20239
Arkadios Wealth Advisors 990.01%0.02%0.03%Q4 2019Q4 20219
HRT FINANCIAL LP 310.01%0.04%0.09%Q3 2018Q3 20239
Aristides Capital LLC 990.11%0.15%0.19%Q3 2021Q3 20239
Mirae Asset Global Investments Co., Ltd. 310.00%0.05%0.12%Q4 2010Q3 20219
CLEAR STREET MARKETS LLC 710.00%0.02%0.07%Q4 2020Q4 20229
BANK OF HAWAII 990.08%0.09%0.10%Q3 2014Q3 20169
CAPITAL GUARDIAN TRUST CO 710.00%0.00%0.00%Q2 2013Q3 20188
Integrated Investment Consultants, LLC 710.04%0.04%0.06%Q1 2016Q1 20188
WEST PACES ADVISORS INC. 620.01%0.02%0.09%Q1 2018Q2 20208
HighMark Wealth Management LLC 880.08%0.09%0.10%Q4 2021Q3 20238
Realta Investment Advisors 420.00%0.01%0.03%Q1 2019Q3 20238
Amundi 880.00%0.00%0.00%Q4 2021Q3 20238
Avior Wealth Management, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Kesler, Norman & Wride, LLC 880.06%0.08%0.09%Q4 2020Q3 20228
FORVIS Wealth Advisors, LLC 880.03%0.04%0.04%Q1 2018Q4 20198
Bray Capital Advisors 620.03%0.04%0.04%Q2 2015Q2 20198
Viewpoint Capital Management LLC 880.01%0.01%0.01%Q4 2021Q3 20238
PALISADE CAPITAL MANAGEMENT, LP 880.01%0.01%0.02%Q1 2017Q4 20188
PAYDEN & RYGEL 880.08%0.19%0.42%Q4 2020Q3 20228
Cypress Capital Management LLC (WY) 880.12%0.62%0.90%Q1 2017Q4 20188
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Virtu KCG Holdings LLC 210.01%0.02%0.07%Q3 2013Q1 20178
HB Wealth Management, LLC 880.01%0.02%0.02%Q4 2021Q3 20238
Private Wealth Advisors, LLC 710.55%0.78%1.01%Q4 2019Q1 20228
EJF Capital LLC 410.02%2.50%5.52%Q1 2017Q3 20208
First Capital Advisors Group, LLC. 880.18%0.39%0.70%Q4 2016Q3 20188
Objective Capital Management, LLC 880.26%0.35%0.44%Q4 2021Q3 20238
Lehman Financial Resources, Inc. 882.75%3.07%3.22%Q4 2016Q3 20188
MERCER GLOBAL ADVISORS INC /ADV 880.00%0.01%0.02%Q1 2021Q4 20228
Glassman Wealth Services 880.01%0.01%0.01%Q4 2014Q3 20168
TRUST CO OF VERMONT 880.00%0.00%0.00%Q2 2017Q1 20198
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Tradewinds Capital Management, LLC 880.00%0.01%0.02%Q4 2016Q3 20188
Compagnie Lombard Odier SCmA 710.00%0.00%0.00%Q2 2015Q4 20198
Guardian Wealth Management, Inc. 880.07%0.09%0.11%Q4 2021Q3 20238
SEI INVESTMENTS CO 620.00%0.00%0.00%Q1 2017Q1 20198
MATHER GROUP, LLC. 880.02%0.84%1.56%Q2 2017Q1 20198
SeaTown Holdings Pte. Ltd. 610.26%1.45%2.87%Q3 2016Q4 20188
Rise Advisors, LLC 880.01%0.04%0.06%Q4 2021Q3 20238
Intercontinental Wealth Advisors, LLC 880.06%0.08%0.09%Q3 2020Q2 20228
Coury Firm Asset Management LLC 880.42%0.47%0.54%Q4 2021Q3 20238
HOWARD HUGHES MEDICAL INSTITUTE 882.01%2.28%2.49%Q1 2017Q4 20188
COWA, LLC 880.11%0.16%0.19%Q4 2020Q3 20228
BB&T SECURITIES, LLC 880.00%0.02%0.02%Q3 2016Q2 20188
Horrell Capital Management, Inc. 880.00%0.00%0.00%Q2 2013Q1 20158
VisionPoint Advisory Group, LLC 710.00%0.36%0.60%Q4 2020Q2 20238
Chanos & Co LP 660.04%1.08%4.38%Q3 2016Q4 20178
Private Capital Group, LLC 880.01%0.01%0.01%Q4 2017Q3 20198
Guidant Wealth Advisors 440.02%0.02%0.03%Q3 2016Q3 20198
Itau Unibanco Holding S.A. 710.01%0.67%1.12%Q4 2019Q3 20238
SCHRODER INVESTMENT MANAGEMENT GROUP 310.00%0.04%0.16%Q3 2013Q2 20218
MUFG Americas Holdings Corp 770.00%0.00%0.00%Q3 2017Q1 20197
Tyler-Stone Wealth Management 520.02%0.02%0.03%Q4 2021Q3 20237
Tibra Equities Europe Ltd 310.21%1.59%3.43%Q1 2018Q4 20207
Jackson Hole Capital Partners, LLC 770.01%0.01%0.01%Q4 2018Q2 20207
Parisi Gray Wealth Management 610.00%0.01%0.01%Q4 2017Q2 20217
ADVANTAGE INVESTMENT MANAGEMENT, LLC 510.00%0.05%0.30%Q4 2014Q2 20187
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 520.00%0.02%0.12%Q1 2021Q4 20227
UBS ASSET MANAGEMENT AMERICAS INC 770.00%0.00%0.00%Q1 2018Q3 20197
WRAPMANAGER INC 770.31%0.42%0.50%Q3 2012Q1 20147
FLOW TRADERS U.S. LLC 310.00%0.03%0.06%Q4 2016Q4 20227
GRANDFIELD & DODD, LLC 770.02%0.02%0.03%Q2 2018Q4 20197
FIDUCIARY TRUST INTERNATIONAL LLC 210.02%0.06%0.08%Q4 2016Q1 20207
Cornerstone Financial Partners, LLC 770.10%0.25%0.40%Q2 2016Q4 20177
Dorsey & Whitney Trust CO LLC 770.03%0.04%0.05%Q1 2019Q3 20207
Mascoma Wealth Management LLC 610.00%0.02%0.09%Q1 2021Q4 20227
CONNABLE OFFICE INC 771.19%1.27%1.36%Q2 2013Q4 20147
Edge Wealth Management LLC 770.01%0.01%0.01%Q1 2017Q3 20187
Edge Advisors, LLC 770.00%0.00%0.00%Q4 2016Q2 20187
Leonard Capital Management, Inc. 770.70%0.97%1.16%Q2 2013Q4 20147
Ulland Investment Advisors, LLC 770.00%0.01%0.01%Q4 2021Q2 20237
CREATIVE FINANCIAL DESIGNS INC /ADV 770.00%0.00%0.00%Q1 2022Q3 20237
Stadion Money Management, LLC 610.50%0.63%0.70%Q2 2015Q4 20177
Braver Wealth Management, LLC 770.76%1.51%2.88%Q2 2015Q4 20167
CREDIT AGRICOLE S A 420.00%0.02%0.07%Q2 2013Q3 20237
BlueCrest Capital Management Ltd 210.02%0.06%0.09%Q2 2015Q2 20187
Arlington Capital Management, Inc. 770.89%2.94%4.60%Q2 2020Q4 20217
Olympiad Research LP 770.20%0.71%1.86%Q1 2021Q3 20227
Zuckerman Investment Group, LLC 770.03%0.06%0.09%Q2 2020Q4 20217
MASSMUTUAL TRUST CO FSB/ADV 610.01%0.01%0.01%Q3 2014Q2 20167
Integrated Wealth Management 770.00%0.01%0.01%Q1 2015Q3 20167
ATHERTON LANE ADVISERS, LLC 770.02%0.03%0.05%Q2 2014Q4 20157
PRUDENTIAL FINANCIAL INC 770.00%0.00%0.00%Q3 2021Q1 20237
INTEGRAL DERIVATIVES, LLC 330.01%0.02%0.05%Q3 2017Q1 20187
VICUS CAPITAL 310.16%0.26%0.46%Q4 2016Q1 20227
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Rockbridge Investment Management, LCC 770.01%0.01%0.01%Q2 2020Q4 20217
Garde Capital, Inc. 610.01%0.01%0.02%Q4 2021Q3 20237
Sarasin & Partners LLP 660.02%0.04%0.06%Q2 2015Q3 20166
Lee Financial Co 660.00%0.00%0.00%Q1 2019Q2 20206
Surevest, LLC 660.13%0.59%1.23%Q4 2018Q1 20206
Berman Capital Advisors, LLC 660.01%0.02%0.02%Q4 2018Q1 20206
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 660.00%0.00%0.00%Q4 2017Q1 20196
EDMOND DE ROTHSCHILD (SUISSE) S.A. 660.02%0.33%1.67%Q2 2015Q3 20166
Miller Investment Management, LP 660.12%0.14%0.17%Q2 2013Q3 20146
Coston, McIsaac & Partners 660.00%0.00%0.00%Q2 2022Q3 20236
Almanack Investment Partners, LLC. 420.03%1.02%4.18%Q4 2017Q2 20216
First Horizon Advisors, Inc. 660.00%0.00%0.00%Q1 2022Q2 20236
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 661.20%1.88%2.31%Q3 2021Q4 20226
J Arnold Wealth Management Co 410.01%0.14%0.82%Q4 2019Q4 20226
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 660.00%0.09%0.52%Q2 2022Q3 20236
Raab & Moskowitz Asset Management LLC 660.10%0.12%0.14%Q3 2018Q4 20196
Great Diamond Partners, LLC 660.28%0.29%0.32%Q1 2021Q2 20226
Simplicity Solutions, LLC 310.01%0.04%0.08%Q1 2017Q1 20236
Eudaimonia Partners, LLC 660.01%0.01%0.01%Q4 2019Q1 20216
Legacy Capital Wealth Partners, LLC 660.86%1.65%2.12%Q1 2022Q2 20236
D. E. Shaw & Co., Inc. 210.00%0.00%0.01%Q2 2017Q1 20236
CITIZENS FINANCIAL GROUP INC/RI 660.01%0.01%0.01%Q1 2019Q2 20206
Financial Gravity Asset Management, Inc. 330.00%0.00%0.00%Q1 2018Q3 20196
Concert Wealth Management Inc. 410.04%0.07%0.09%Q4 2014Q4 20166
jvl associates llc 661.81%2.08%2.28%Q4 2017Q1 20196
UMB Bank, n.a. 660.00%0.00%0.00%Q4 2021Q1 20236
DOCK STREET ASSET MANAGEMENT INC 661.99%2.52%3.56%Q4 2016Q1 20186
GRIMES & COMPANY, INC. 330.02%0.02%0.02%Q1 2018Q4 20196
STUYVESANT CAPITAL MANAGEMENT 663.79%8.16%11.64%Q1 2015Q2 20166
HERITAGE WEALTH MANAGEMENT, LLC 420.00%0.00%0.00%Q2 2021Q4 20226
Liberty Capital Management, Inc. 660.00%0.00%0.00%Q3 2016Q4 20176
Capital Advisory Group Advisory Services, LLC 660.00%0.08%0.48%Q1 2018Q2 20196
RAY GERALD L & ASSOCIATES LTD 510.03%0.04%0.04%Q4 2015Q3 20176
BAKER TILLY WEALTH MANAGEMENT, LLC 660.03%0.04%0.06%Q4 2020Q1 20226
UBS AG 660.00%0.00%0.01%Q2 2013Q3 20146
United Asset Strategies, Inc. 661.07%1.17%1.24%Q3 2021Q4 20226
Seneca House Advisors 662.05%2.65%2.89%Q4 2017Q1 20196
THRIVENT FINANCIAL FOR LUTHERANS 420.00%0.06%0.13%Q1 2017Q4 20226
Pinnacle Advisory Group, Inc. 420.02%0.51%2.09%Q2 2013Q1 20216
DIXON HUBARD FEINOUR & BROWN INC/VA 660.80%1.22%1.82%Q1 2021Q2 20226
Asset Dedication, LLC 660.02%0.04%0.05%Q4 2018Q1 20206
Aaron Wealth Advisors LLC 660.10%0.12%0.14%Q4 2020Q1 20226
PRIVATE TRUST CO NA 660.00%0.00%0.00%Q2 2022Q3 20236
EXANE DERIVATIVES 660.00%0.16%0.34%Q1 2021Q2 20226
SeaCrest Wealth Management, LLC 660.00%0.00%0.00%Q4 2017Q1 20196
GREENWOOD CAPITAL ASSOCIATES LLC 410.47%1.16%1.72%Q4 2017Q4 20195
SPOT TRADING L.L.C. 220.00%0.01%0.03%Q2 2017Q3 20175
SYMPHONY ASSET MANAGEMENT LLC 550.04%1.77%3.00%Q3 2016Q3 20175
Ameritas Investment Company, LLC 210.00%0.01%0.01%Q4 2018Q1 20215
Epstein & White Financial LLC 550.07%0.08%0.09%Q2 2020Q2 20215
ALTFEST L J & CO INC 550.55%0.90%1.20%Q3 2017Q3 20185
ANGELES WEALTH MANAGEMENT, LLC 550.00%0.00%0.00%Q1 2022Q1 20235
Capital Investment Advisory Services, LLC 410.00%0.00%0.00%Q3 2020Q4 20215
OneDigital Investment Advisors LLC 210.00%0.02%0.04%Q1 2018Q4 20195
IronBridge Private Wealth, LLC 550.01%0.01%0.01%Q4 2020Q4 20215
NOMURA ASSET MANAGEMENT CO LTD 210.00%0.00%0.01%Q4 2016Q2 20215
SpiderRock Advisors, LLC 110.00%0.03%0.13%Q1 2017Q3 20175
Delek Group, Ltd. 410.00%0.03%0.07%Q4 2017Q1 20195
Trexquant Investment LP 210.02%0.05%0.11%Q2 2020Q4 20225
Key Client Fiduciary Advisors, LLC 553.15%4.23%4.87%Q4 2021Q4 20225
HCR Wealth Advisors 550.00%0.00%0.00%Q4 2019Q4 20205
Well Done, LLC 550.10%0.12%0.12%Q2 2017Q2 20185
Paloma Partners Management Co 210.00%0.04%0.16%Q3 2019Q2 20215
ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP 550.61%1.35%2.47%Q3 2014Q3 20155
THOMPSON SIEGEL & WALMSLEY LLC 550.00%0.00%0.00%Q1 2022Q1 20235
Vontobel Holding Ltd. 320.00%0.00%0.00%Q2 2021Q3 20225
SIGNET FINANCIAL MANAGEMENT, LLC 330.00%0.01%0.01%Q1 2018Q3 20185
Migdal Insurance & Financial Holdings Ltd. 210.94%2.31%3.34%Q4 2015Q2 20235
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 410.00%0.00%0.01%Q1 2022Q2 20235
Pendal Group Ltd 550.00%0.01%0.01%Q3 2019Q3 20205
WOODMONT INVESTMENT COUNSEL LLC 410.00%0.00%0.01%Q2 2015Q3 20165
Clal Insurance Enterprises Holdings Ltd 410.37%0.91%1.88%Q4 2014Q3 20215
Phoenix Holdings Ltd. 210.01%0.02%0.06%Q4 2019Q3 20215
Biltmore Family Office, LLC 550.00%0.00%0.00%Q1 2022Q1 20235
Cerity Partners LLC 310.00%0.01%0.02%Q3 2018Q4 20225
Proficio Capital Partners LLC 550.28%0.35%0.50%Q4 2015Q4 20165
Founders Capital Management 550.01%0.01%0.01%Q4 2022Q4 20235
Arthur Zaske & Associates, LLC 550.20%0.28%0.39%Q4 2016Q4 20175
V Wealth Advisors LLC 550.06%0.08%0.09%Q1 2021Q1 20225
Csenge Advisory Group 210.02%0.10%0.25%Q1 2018Q3 20225
Winch Advisory Services, LLC 320.00%0.00%0.00%Q4 2021Q3 20235
KELLOGG W K FOUNDATION TRUST 550.54%0.88%1.11%Q4 2016Q4 20175
HIGHFIELDS CAPITAL MANAGEMENT LP 550.26%0.28%0.32%Q2 2013Q2 20145
Westside Investment Management, Inc. 550.00%0.00%0.00%Q1 2021Q1 20225
WFA of San Diego, LLC 210.01%0.02%0.08%Q2 2020Q3 20235
Turim 21 Investimentos Ltda. 550.00%0.01%0.02%Q3 2017Q3 20185
Cooper Financial Group 550.13%0.14%0.15%Q4 2018Q4 20195
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 550.01%0.01%0.01%Q2 2017Q2 20185
Tradition Wealth Management, LLC 550.00%0.00%0.00%Q4 2020Q4 20215
Janney Capital Management LLC 210.65%0.91%1.33%Q1 2019Q2 20215
WESPAC Advisors SoCal, LLC 440.16%0.18%0.21%Q1 2019Q4 20194
MONEY CONCEPTS CAPITAL CORP 440.01%0.03%0.04%Q1 2022Q4 20224
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
Country Club Trust Company, n.a. 310.03%0.04%0.05%Q1 2014Q4 20164
ACCURATE INVESTMENT SOLUTIONS, INC. 440.01%0.01%0.02%Q3 2017Q2 20184
American Institute for Advanced Investment Management, LLP 440.15%0.24%0.30%Q3 2021Q2 20224
DRW Securities, LLC 210.01%0.06%0.13%Q2 2013Q3 20234
Wealthstreet Investment Advisors, LLC 440.04%0.04%0.04%Q4 2017Q3 20184
STRINGER ASSET MANAGEMENT, LLC 221.38%2.70%4.20%Q4 2013Q2 20214
Gateway Advisory, LLC 310.14%0.18%0.28%Q2 2013Q2 20144
WEALTHSOURCE PARTNERS, LLC 310.35%0.69%0.84%Q4 2016Q1 20184
GREAT WEST LIFE ASSURANCE CO /CAN/ 440.06%0.08%0.12%Q2 2013Q1 20144
Horizon Investments, LLC 213.11%3.69%4.62%Q1 2014Q3 20164
Hefty Wealth Partners 310.03%0.04%0.04%Q3 2016Q1 20184
XR Securities LLC 210.00%0.23%0.54%Q3 2018Q2 20204
SANDLER CAPITAL MANAGEMENT 210.22%0.93%1.28%Q4 2016Q2 20204
Onex Canada Asset Management Inc. 440.03%0.03%0.04%Q2 2015Q1 20164
ARMSTRONG ADVISORY GROUP, INC 440.00%0.00%0.01%Q4 2022Q3 20234
AVALON CAPITAL MANAGEMENT 210.81%1.27%1.50%Q2 2013Q2 20174
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 440.25%0.67%1.89%Q2 2017Q1 20184
PEAK6 Group LLC 210.00%0.01%0.01%Q2 2013Q2 20164
PARTNERS CAPITAL INVESTMENT GROUP, LLP 220.68%1.12%1.87%Q3 2020Q1 20224
Paradigm Financial Advisors, LLC 440.08%0.11%0.14%Q1 2021Q4 20214
Evolution Wealth Advisors, LLC 310.02%1.18%1.68%Q4 2018Q3 20234
Financial Sense Advisors, Inc. 210.15%1.80%3.52%Q2 2017Q4 20224
Costello Asset Management, INC 440.00%0.00%0.00%Q4 2021Q3 20224
TD ASSET MANAGEMENT INC 440.03%0.03%0.04%Q1 2017Q4 20174
WESPAC Advisors, LLC 440.47%0.73%1.01%Q3 2013Q2 20144
CERTUITY, LLC 310.04%0.10%0.27%Q2 2020Q1 20224
David J Yvars Group 440.11%0.13%0.14%Q2 2021Q1 20224
Independent Portfolio Consultants, Inc. 310.12%0.44%0.67%Q1 2014Q4 20154
First Heartland Consultants, Inc. 440.07%0.09%0.10%Q4 2016Q3 20174
KWMG, LLC 440.01%0.01%0.01%Q2 2018Q1 20194
Aries Wealth Management 440.21%0.22%0.23%Q4 2017Q3 20184
CoreCap Advisors, LLC 310.01%0.36%0.74%Q4 2021Q4 20224
GoalVest Advisory LLC 220.00%0.41%0.58%Q1 2021Q2 20224
Capital Investment Counsel, Inc 310.01%0.02%0.03%Q4 2019Q3 20234
ALLIANCEBERNSTEIN L.P. 310.00%0.01%0.02%Q1 2014Q3 20184
CIBC WORLD MARKET INC. 110.00%0.01%0.01%Q2 2015Q3 20214
Wealth Management Solutions, LLC 440.47%1.59%2.80%Q1 2022Q4 20224
RiverFront Investment Group, LLC 440.34%0.59%0.96%Q1 2010Q4 20104
GUYASUTA INVESTMENT ADVISORS INC 440.02%0.03%0.04%Q1 2021Q4 20214
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 440.00%0.00%0.00%Q1 2021Q4 20214
Advisor Resource Council 440.07%0.18%0.37%Q2 2021Q1 20224
MAPLE SECURITIES USA INC 210.04%0.13%0.21%Q1 2014Q2 20154
Sterling Financial Planning, Inc. 440.00%0.00%0.00%Q4 2020Q3 20214
Krilogy Financial LLC 440.00%0.00%0.01%Q3 2015Q2 20164
WEALTHFRONT Corp 440.00%0.00%0.00%Q4 2014Q3 20154
Wealth Quarterback LLC 220.00%0.01%0.01%Q4 2019Q3 20214
Alpine Global Management, LLC 210.11%0.31%0.53%Q2 2017Q4 20184
Orinda Asset Management LLC 440.41%0.50%0.61%Q3 2014Q2 20154
Aspen Grove Capital, LLC 440.44%0.58%0.78%Q4 2022Q3 20234
CADINHA & CO LLC 440.27%1.57%2.28%Q4 2017Q3 20184
CALDWELL SUTTER CAPITAL, INC. 440.01%0.01%0.02%Q4 2022Q3 20234
Rokos Capital Management LLP 440.49%0.61%0.72%Q4 2020Q3 20214
Golden State Wealth Management, LLC 310.00%0.00%0.00%Q1 2019Q1 20204
Archford Capital Strategies, LLC 440.00%0.00%0.00%Q2 2016Q1 20174
SHEPHERD KAPLAN KROCHUK, LLC 440.16%0.20%0.23%Q3 2018Q2 20194
Valeo Financial Advisors, LLC 310.00%0.00%0.00%Q2 2019Q1 20214
Horizon Family Wealth, Inc. 440.47%0.55%0.71%Q4 2022Q3 20234
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 440.21%0.22%0.26%Q4 2020Q3 20214
Snowden Capital Advisors LLC 220.07%0.08%0.09%Q1 2021Q1 20224
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 440.01%0.01%0.01%Q4 2017Q3 20184
CAXTON ASSOCIATES LP 110.02%0.28%0.72%Q2 2013Q1 20174
People's United Financial, Inc. 440.01%0.01%0.02%Q3 2018Q2 20194
JCSD Capital, LLC 444.56%6.89%9.17%Q4 2022Q3 20234
FOUNDERS FINANCIAL SECURITIES LLC 212.07%2.36%3.05%Q1 2014Q3 20164
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.07%0.15%Q2 2013Q3 20184
MOORE CAPITAL MANAGEMENT, LP 110.01%0.33%0.85%Q2 2014Q1 20224
NEW ENGLAND SECURITIES CORP /MA/ 440.00%0.01%0.01%Q1 2014Q4 20144
FIL Ltd 330.00%0.01%0.01%Q1 2021Q3 20213
FIFTH THIRD SECURITIES, INC. 210.02%0.10%0.24%Q1 2021Q3 20233
Financial Advocates Investment Management 330.12%0.12%0.13%Q4 2017Q2 20183
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q4 2014Q3 20223
OLD MISSION CAPITAL LLC 210.02%0.04%0.06%Q1 2017Q2 20203
BOSTON ADVISORS LLC 330.01%0.01%0.01%Q3 2017Q1 20183
Orion Portfolio Solutions, LLC 330.00%0.32%0.95%Q4 2019Q2 20203
WASHINGTON TRUST BANK 330.00%0.00%0.00%Q4 2015Q2 20163
Guild Investment Management, Inc. 216.64%11.30%18.74%Q2 2017Q1 20183
Total Clarity Wealth Management, Inc. 210.00%0.01%0.01%Q1 2021Q4 20213
AVIANCE CAPITAL MANAGEMENT, LLC 330.02%0.02%0.02%Q3 2015Q1 20163
PARK AVENUE SECURITIES LLC 210.01%0.01%0.02%Q4 2019Q1 20213
Bouchey Financial Group Ltd 331.42%1.48%1.51%Q3 2021Q1 20223
BlackRock Inc. 110.00%0.00%0.00%Q2 2018Q1 20213
Ausdal Financial Partners, Inc. 210.03%0.13%0.19%Q4 2015Q2 20213
ASSETMARK, INC 210.00%0.23%0.70%Q4 2016Q3 20213
Coppell Advisory Solutions LLC 210.00%0.00%0.00%Q4 2022Q3 20233
CANADA PENSION PLAN INVESTMENT BOARD 330.04%0.06%0.10%Q3 2018Q1 20193
GTS SECURITIES LLC 110.00%0.01%0.01%Q3 2023Q3 20233
GUARDIAN POINT CAPITAL, LP 3310.26%10.97%11.97%Q1 2018Q3 20183
WBH ADVISORY INC 330.03%0.11%0.23%Q3 2021Q1 20223
Faithward Advisors, LLC 330.01%0.01%0.01%Q4 2019Q2 20203
LEVEL FOUR ADVISORY SERVICES, LLC 330.02%0.03%0.03%Q4 2016Q2 20173
Prospera Financial Services Inc 110.00%0.04%0.10%Q4 2016Q1 20223
Spectrum Asset Management, Inc. (NB/CA) 332.44%2.83%3.04%Q2 2015Q4 20153
F3Logic, LLC 330.06%0.11%0.14%Q4 2018Q2 20193
M&R CAPITAL MANAGEMENT INC 330.00%0.00%0.00%Q1 2018Q3 20183
Atria Wealth Solutions, Inc. 330.00%0.00%0.00%Q1 2022Q3 20223
CONDOR CAPITAL MANAGEMENT 330.07%0.10%0.14%Q2 2013Q4 20133
Leeward Financial Partners, LLC 330.17%0.19%0.20%Q4 2021Q2 20223
OXFORD FINANCIAL GROUP, LTD. LLC 330.02%0.02%0.02%Q1 2022Q3 20223
INVERNESS COUNSEL LLC /NY/ 330.02%0.08%0.10%Q2 2013Q4 20133
Optimum Quantvest Corp 210.23%0.46%0.58%Q2 2019Q1 20203
New England Capital Financial Advisors LLC 330.01%0.01%0.01%Q1 2023Q3 20233
COMMUNITY BANK SYSTEM, INC. 330.00%0.00%0.00%Q4 2013Q2 20143
Invesco Ltd. 330.00%0.00%0.00%Q2 2013Q4 20133
Allianz Asset Management GmbH 110.00%0.00%0.00%Q4 2016Q1 20223
Executive Wealth Management, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
SMITH, MOORE & CO. 330.16%0.26%0.39%Q4 2020Q2 20213
FDx Advisors, Inc. 210.02%0.03%0.03%Q1 2014Q4 20143
Kernodle & Katon Asset Management Group, LLC 330.00%0.00%0.01%Q4 2015Q2 20163
PATHSTONE FAMILY OFFICE, LLC 210.00%0.00%0.01%Q1 2020Q3 20233
Zurcher Kantonalbank (Zurich Cantonalbank) 330.00%0.00%0.00%Q1 2018Q3 20183
CALTON & ASSOCIATES, INC. 210.00%0.11%0.22%Q4 2017Q2 20233
Trilogy Capital Inc. 330.00%0.00%0.01%Q1 2018Q3 20183
CFM WEALTH PARTNERS LLC 330.09%0.13%0.17%Q4 2019Q2 20203
Banco Santander, S.A. 330.03%0.03%0.04%Q1 2022Q3 20223
EP Wealth Advisors, LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Evercore Wealth Management, LLC 210.00%0.00%0.00%Q2 2015Q1 20163
Essex Savings Bank 330.03%0.05%0.05%Q4 2018Q2 20193
LifePlan Financial Group, Inc 330.02%0.02%0.02%Q1 2018Q3 20183
FinTrust Capital Advisors, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Hexagon Capital Partners LLC 330.00%0.00%0.00%Q1 2023Q3 20233
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 330.00%0.00%0.00%Q4 2019Q2 20203
Wealthfront Advisers LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Ruggie Capital Group 330.01%0.01%0.01%Q4 2014Q2 20153
Atria Investments, Inc 330.03%0.03%0.03%Q4 2017Q2 20183
MILLIE CAPITAL MANAGEMENT, LLC 333.02%3.15%3.40%Q2 2015Q4 20153
Barnett & Company, Inc. 330.03%0.06%0.11%Q1 2021Q3 20213
LAZARD ASSET MANAGEMENT LLC 330.01%0.01%0.01%Q1 2018Q3 20183
Axiom Investment Management LLC 330.00%0.00%0.00%Q1 2019Q3 20193
WEXFORD CAPITAL LP 110.20%1.00%1.95%Q3 2015Q2 20233
AMERICAN CENTURY COMPANIES INC 330.07%0.07%0.08%Q4 2016Q2 20173
Y.D. More Investments Ltd 330.00%0.00%0.00%Q1 2023Q3 20233
Bayesian Capital Management, LP 210.03%0.07%0.14%Q1 2020Q2 20233
WEDBUSH SECURITIES INC 210.03%0.04%0.04%Q4 2016Q3 20183
WAFRA INC. 330.59%0.91%1.08%Q4 2013Q2 20143
SG3 Management, LLC 210.07%0.12%0.22%Q4 2016Q2 20203
COMERICA SECURITIES,INC. 210.03%0.04%0.05%Q1 2020Q4 20213
PRIVATE ASSET MANAGEMENT INC 220.07%0.07%0.08%Q2 2018Q3 20182
Clear Perspectives Financial Planning, LLC 220.00%0.39%0.78%Q1 2022Q2 20222
QUATTRO FINANCIAL ADVISORS LLC 220.10%0.12%0.13%Q1 2017Q2 20172
VAN ECK ASSOCIATES CORP 220.05%0.05%0.05%Q4 2016Q1 20172
CATAPULT CAPITAL MANAGEMENT LLC 220.07%0.10%0.12%Q3 2013Q4 20132
Quintium Advisors, LLC 220.22%0.23%0.24%Q3 2015Q4 20152
Capital Analysts, LLC 110.00%0.00%0.00%Q1 2021Q4 20222
Fortis Advisors, LLC 220.00%0.00%0.01%Q2 2022Q3 20222
IEQ CAPITAL, LLC 220.01%0.01%0.02%Q2 2021Q3 20212
Belvedere Trading LLC 110.00%0.01%0.01%Q1 2023Q1 20232
MONTAG A & ASSOCIATES INC 220.08%0.23%0.38%Q4 2017Q1 20182
Altus Wealth Group LLC 220.01%0.01%0.02%Q4 2020Q1 20212
Strategic Wealth Partners, Ltd. 220.00%0.00%0.00%Q1 2018Q2 20182
Spotlight Asset Group, Inc. 220.02%0.06%0.10%Q2 2023Q3 20232
WealthTrust Fairport, LLC 110.00%0.00%0.00%Q3 2018Q1 20192
USCA RIA LLC 220.26%0.26%0.26%Q1 2021Q2 20212
qPULA Trading Management LP 220.49%0.76%1.04%Q4 2021Q1 20222
PRINCIPAL FINANCIAL GROUP INC 110.00%0.00%0.00%Q1 2022Q3 20222
FLAGSTAR ADVISORS INC 110.03%0.03%0.03%Q3 2021Q3 20222
Freedom Investment Management, Inc. 110.01%0.14%0.27%Q1 2017Q4 20172
HIGHLAND CAPITAL MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2015Q3 20152
Verity Asset Management, Inc. 110.22%0.48%0.73%Q4 2014Q4 20152
Ballentine Partners, LLC 220.00%0.00%0.00%Q2 2017Q3 20172
Nemes Rush Group LLC 220.01%0.01%0.01%Q2 2023Q3 20232
WILLIAMS JONES & ASSOCIATES LLC 220.01%0.01%0.01%Q4 2016Q1 20172
Fortress Investment Group LLC 110.11%0.16%0.21%Q1 2014Q3 20142
EverSource Wealth Advisors, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
FIFTH LANE CAPITAL, LP 220.30%0.92%1.54%Q4 2021Q1 20222
MKP Capital Management, L.L.C. 111.03%26.41%51.78%Q1 2016Q3 20162
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 110.00%0.00%0.00%Q4 2016Q4 20182
Nauset Wealth Management. LLC 221.97%2.09%2.21%Q4 2021Q1 20222
ExodusPoint Capital Management, LP 110.01%0.03%0.04%Q1 2021Q1 20222
Oak Point Wealth Management 220.38%0.38%0.38%Q4 2017Q1 20182
SEAVIEW INVESTMENT MANAGERS LLC 220.22%0.23%0.25%Q2 2021Q3 20212
Sigma Planning Corp 220.02%0.02%0.03%Q1 2020Q2 20202
Caption Management, LLC 110.04%0.05%0.06%Q3 2022Q1 20232
Corient Private Wealth LLC 110.00%0.00%0.00%Q3 2023Q3 20232
FWL INVESTMENT MANAGEMENT, LLC 221.21%1.62%2.04%Q3 2021Q4 20212
HOWE & RUSLING INC 220.00%0.00%0.00%Q1 2022Q2 20222
TELEMUS CAPITAL, LLC 110.02%0.04%0.05%Q2 2022Q4 20222
Vestpro Financial Partners, Inc. dba CPF Texas 220.12%0.12%0.13%Q4 2017Q1 20182
CHILTON INVESTMENT CO INC. 110.01%0.19%0.38%Q2 2013Q4 20202
Dakota Wealth Management 220.09%0.14%0.19%Q2 2018Q3 20182
L2 Asset Management, LLC 220.45%0.62%0.80%Q1 2020Q2 20202
Visium Asset Management, LP 110.00%0.02%0.03%Q1 2015Q4 20152
TIEDEMANN ADVISORS, LLC 110.01%0.02%0.02%Q1 2019Q4 20212
Zurich Insurance Group Ltd/FI 110.00%0.00%0.00%Q4 2018Q1 20202
Centric Wealth Management 220.13%0.14%0.15%Q4 2020Q1 20212
Congress Wealth Management LLC / DE / 220.01%0.45%0.88%Q4 2021Q1 20222
Empire Life Investments Inc. 220.01%0.01%0.01%Q4 2016Q1 20172
Tarbox Family Office, Inc. 220.02%0.03%0.04%Q2 2021Q3 20212
BRINKER CAPITAL INC 221.01%1.10%1.19%Q1 2014Q2 20142
CenterStar Fund, LLC 110.01%0.02%0.02%Q4 2016Q4 20162
Baltimore-Washington Financial Advisors, Inc. 110.02%0.03%0.03%Q4 2019Q1 20222
TMD Wealth Management, LLC 220.11%0.11%0.11%Q3 2022Q4 20222
CI INVESTMENTS INC. 220.00%0.01%0.01%Q1 2022Q2 20222
Gerber Kawasaki Wealth & Investment Management 110.08%0.13%0.19%Q1 2017Q1 20182
GREAT VALLEY ADVISOR GROUP, INC. 220.01%0.01%0.01%Q2 2023Q3 20232
FourThought Financial, LLC 220.01%0.01%0.01%Q1 2022Q2 20222
MADISON INVESTMENT HOLDINGS INC 220.01%0.01%0.01%Q3 2013Q4 20132
SkyView Investment Advisors, LLC 220.28%0.29%0.30%Q1 2021Q2 20212
Raffles Associates 224.86%6.18%7.50%Q3 2020Q4 20202
Lineweaver Wealth Advisors, LLC 220.20%0.27%0.34%Q2 2023Q3 20232
MIRABELLA FINANCIAL SERVICES LLP 110.43%0.45%0.48%Q1 2021Q1 20222
WealthBridge Capital Management, LLC 220.02%0.02%0.02%Q4 2018Q1 20192
Stratos Wealth Advisors, LLC 220.10%0.13%0.15%Q1 2021Q2 20212
Integrated Advisors Network LLC 220.03%0.03%0.03%Q2 2023Q3 20232
Bullseye Investment Management, LLC 220.23%0.24%0.25%Q4 2021Q1 20222
Renaissance Technologies 220.00%0.00%0.00%Q1 2020Q2 20202
Resolute Advisors LLC 220.04%0.07%0.10%Q1 2021Q2 20212
Mader & Shannon Wealth Management, Inc. 111.58%3.41%5.23%Q4 2017Q3 20182
Savior LLC 220.00%0.01%0.01%Q4 2019Q1 20202
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.01%0.01%0.01%Q2 2022Q3 20222
FIRST AMERICAN TRUST, FSB 220.05%0.06%0.06%Q1 2018Q2 20182
Alphadyne Asset Management LP 223.44%3.72%4.00%Q1 2016Q2 20162
Brendel Financial Advisors LLC 220.40%0.43%0.45%Q4 2021Q1 20222
ING GROEP NV 220.01%0.01%0.01%Q2 2018Q3 20182
LOOMIS SAYLES & CO L P 220.00%0.00%0.00%Q1 2022Q2 20222
BANK OF NOVA SCOTIA 110.00%0.00%0.00%Q1 2021Q4 20212
Cambridge Advisors Inc. 220.14%0.18%0.22%Q4 2015Q1 20162
Angeles Investment Advisors, LLC 220.05%0.13%0.20%Q1 2019Q2 20192
Acorn Wealth Advisors, LLC 220.00%0.00%0.01%Q4 2017Q1 20182
AdvisorNet Financial, Inc 220.00%0.00%0.00%Q3 2018Q4 20182
Melqart Asset Management (UK) Ltd 220.11%0.23%0.35%Q4 2020Q1 20212
CAMBRIDGE TRUST CO 220.02%0.02%0.02%Q3 2019Q4 20192
Marshall Financial Group LLC 220.11%0.11%0.11%Q4 2021Q1 20222
Banque Cantonale Vaudoise 110.00%0.00%0.00%Q1 2021Q3 20232
Financial Gravity Companies, Inc. 110.00%0.00%0.00%Q1 2018Q4 20182
MATRIX PRIVATE CAPITAL GROUP LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Perella Weinberg Partners Capital Management LP 220.12%0.12%0.12%Q3 2016Q4 20162
CHURCHILL MANAGEMENT Corp 220.08%0.08%0.08%Q1 2021Q2 20212
Robertson Stephens Wealth Management, LLC 110.17%0.21%0.24%Q3 2019Q1 20202
PINNACLE FINANCIAL PARTNERS INC 110.00%0.00%0.00%Q1 2018Q3 20182
SUMIT CAPITAL, LLC 220.77%0.80%0.83%Q4 2013Q1 20142
INNEALTA CAPITAL, LLC 220.13%0.14%0.15%Q2 2023Q3 20232
FIRST CITIZENS BANK & TRUST CO 220.03%0.03%0.03%Q4 2017Q1 20182
RVW Wealth, LLC 220.08%0.08%0.08%Q3 2019Q4 20192
MEEDER ASSET MANAGEMENT INC 220.00%0.00%0.00%Q3 2019Q4 20192
CAROLINAS WEALTH CONSULTING LLC 220.01%0.01%0.01%Q2 2020Q3 20202
ROTHSCHILD INVESTMENT LLC /IL 220.02%0.02%0.02%Q1 2023Q2 20232
HHM Wealth Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Kingsview Wealth Management, LLC 110.05%0.74%1.43%Q1 2017Q2 20212
Optiver Holding B.V. 110.00%0.00%0.00%Q2 2021Q4 20212
Western Wealth Management, LLC 110.01%0.01%0.01%Q1 2022Q3 20222
Covenant Multifamily Offices, LLC 220.12%0.12%0.12%Q2 2021Q3 20212
Hoover Financial Advisors, Inc. 220.01%0.01%0.02%Q1 2021Q2 20212
STIFEL NICOLAUS & CO INC \MO\ 220.36%0.38%0.40%Q2 2013Q3 20132
PRUDENTIAL PLC 110.00%0.00%0.01%Q4 2019Q1 20212
Leucadia National 110.00%0.00%0.01%Q1 2023Q1 20232
COURIER CAPITAL LLC 220.02%0.12%0.22%Q2 2023Q3 20232
Edmond de Rothschild (Europe) 110.02%0.04%0.06%Q2 2015Q3 20162
ICA Group Wealth Management, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
BASSWOOD CAPITAL MANAGEMENT, L.L.C. 110.03%0.03%0.03%Q2 2015Q3 20162
Bartlett & Co. LLC 220.00%0.00%0.01%Q3 2015Q4 20152
Ford Financial Group, LLC 110.00%0.00%0.00%Q2 2021Q4 20212
Resonant Capital Advisors, LLC 220.06%0.06%0.06%Q4 2020Q1 20212
Family Management Corp 220.09%0.09%0.10%Q2 2023Q3 20232
Placemark Investments, Inc. 220.01%0.01%0.01%Q3 2014Q4 20142
Inscription Capital, LLC 220.05%0.05%0.05%Q4 2018Q1 20192
Red Door Wealth Management, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Global Endowment Management, LP 110.02%0.05%0.08%Q3 2018Q2 20192
QVR LLC 110.04%0.19%0.34%Q4 2018Q2 20192
HBK INVESTMENTS L P 220.00%0.00%0.00%Q1 2023Q2 20232
Schonfeld Strategic Advisors LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Per Stirling Capital Management, LLC. 110.06%0.06%0.06%Q4 2022Q4 20221
FIRST HAWAIIAN BANK 110.01%0.01%0.01%Q3 2018Q3 20181
Clarity Financial LLC 110.90%0.90%0.90%Q3 2023Q3 20231
Paulson Wealth Management Inc. 110.00%0.00%0.00%Q4 2017Q4 20171
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 110.12%0.12%0.12%Q1 2016Q1 20161
EDMOND DE ROTHSCHILD (MONACO) 110.23%0.23%0.23%Q3 2016Q3 20161
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Jane Street Holding, LLC 110.04%0.04%0.04%Q4 2013Q4 20131
Beaumont Capital Management, LLC 111.20%1.20%1.20%Q2 2021Q2 20211
Tidal Investments LLC 110.03%0.03%0.03%Q4 2021Q4 20211
ARDSLEY ADVISORY PARTNERS LP 110.05%0.05%0.05%Q2 2016Q2 20161
Riggs Asset Managment Co. Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Balentine LLC 110.01%0.01%0.01%Q1 2015Q1 20151
MYCIO WEALTH PARTNERS, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Northern Right Capital Management, L.P. 111.14%1.14%1.14%Q2 2017Q2 20171
Oder Investment Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Cavalier Investments, LLC 110.43%0.43%0.43%Q4 2015Q4 20151
COUNTRY TRUST BANK 110.00%0.00%0.00%Q3 2017Q3 20171
Berry Street Capital Management LLP 114.67%4.67%4.67%Q1 2023Q1 20231
Impala Asset Management LLC 111.25%1.25%1.25%Q3 2016Q3 20161
COLONY GROUP LLC 110.00%0.00%0.00%Q4 2014Q4 20141
BUCKINGHAM STRATEGIC WEALTH, LLC 110.14%0.14%0.14%Q1 2017Q1 20171
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
SECURITY NATIONAL TRUST CO 110.01%0.01%0.01%Q3 2017Q3 20171
EFG Asset Management (Americas) Corp. 110.02%0.02%0.02%Q4 2013Q4 20131
Wakefield Asset Management LLLP 110.59%0.59%0.59%Q3 2023Q3 20231
Waratah Capital Advisors Ltd. 110.91%0.91%0.91%Q2 2015Q2 20151
Independent Advisor Alliance 110.02%0.02%0.02%Q4 2019Q4 20191
Napier Park Global Capital (US) LP 111.44%1.44%1.44%Q2 2017Q2 20171
Segantii Capital Management Ltd 110.44%0.44%0.44%Q1 2023Q1 20231
Tilden Park Management I LLC 111.26%1.26%1.26%Q4 2017Q4 20171
Summit Trail Advisors, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Spectrum Management Group, LLC 110.48%0.48%0.48%Q1 2022Q1 20221
EAGLE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Crescent Capital Consulting, LLC 111.67%1.67%1.67%Q4 2021Q4 20211
Thiel Macro LLC 113.01%3.01%3.01%Q3 2018Q3 20181
Brouwer & Janachowski, LLC 110.04%0.04%0.04%Q4 2017Q4 20171
CKW FINANCIAL GROUP 110.00%0.00%0.00%Q1 2014Q1 20141
Algebris Investments (UK) LLP 110.78%0.78%0.78%Q1 2016Q1 20161
Harvest Fund Management Co., Ltd 110.03%0.03%0.03%Q3 2023Q3 20231
Baker Avenue Asset Management, LP 110.08%0.08%0.08%Q3 2023Q3 20231
ORSER CAPITAL MANAGEMENT, LLC 110.23%0.23%0.23%Q1 2018Q1 20181
Diametric Capital, LP 110.33%0.33%0.33%Q4 2020Q4 20201
SOCIETE GENERALE 110.06%0.06%0.06%Q2 2016Q2 20161
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
West Tower Group, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
SII INVESTMENTS INC/WI 110.01%0.01%0.01%Q1 2017Q1 20171
BerganKDV Wealth Management, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Rafferty Asset Management, LLC 110.63%0.63%0.63%Q2 2013Q2 20131
Burt Wealth Advisors 110.03%0.03%0.03%Q1 2016Q1 20161
Lake Point Wealth Management 110.01%0.01%0.01%Q3 2021Q3 20211
SPX Gestao de Recursos Ltda 114.76%4.76%4.76%Q1 2016Q1 20161
Gradient Investments LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Weatherstone Capital Management 110.28%0.28%0.28%Q4 2016Q4 20161
Clarfeld Financial Advisors, LLC 110.09%0.09%0.09%Q4 2018Q4 20181
Algebris (UK) Ltd 111.03%1.03%1.03%Q3 2017Q3 20171
WealthOne, LLC 110.17%0.17%0.17%Q2 2021Q2 20211
FIRST FINANCIAL EQUITY CORPORATION 110.10%0.10%0.10%Q1 2017Q1 20171
Carmichael Hill & Associates, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
SYMMETRY PEAK MANAGEMENT LLC 110.08%0.08%0.08%Q1 2023Q1 20231
Ahrens Investment Partners LLC 110.01%0.01%0.01%Q1 2023Q1 20231
SILVERBACK ASSET MANAGEMENT LLC 110.36%0.36%0.36%Q3 2014Q3 20141
Gyon Technologies Capital Management, LP 110.28%0.28%0.28%Q1 2022Q1 20221
Willingdon Wealth Management 110.00%0.00%0.00%Q3 2019Q3 20191
Voya Financial Advisors, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
Key Square Capital Management LLC 112.21%2.21%2.21%Q1 2018Q1 20181
Fulcrum Equity Management 110.00%0.00%0.00%Q3 2019Q3 20191
Winslow, Evans & Crocker, Inc. 110.08%0.08%0.08%Q4 2018Q4 20181
Retirement Planning Co of New England, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Verition Fund Management LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Watson Rebecca 110.00%0.00%0.00%Q2 2020Q2 20201
Rothschild Capital Partners, LLC 110.97%0.97%0.97%Q4 2019Q4 20191
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 110.12%0.12%0.12%Q4 2016Q4 20161
HARDING LOEVNER LP 110.00%0.00%0.00%Q2 2021Q2 20211
PointState Capital LP 110.82%0.82%0.82%Q1 2021Q1 20211
Founders Financial Alliance, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
HOEY INVESTMENTS, INC 110.00%0.00%0.00%Q1 2021Q1 20211
Grantham, Mayo, Van Otterloo & Co. LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Graham Capital Management, L.P. 110.05%0.05%0.05%Q2 2015Q2 20151
Archer Investment Corp 110.00%0.00%0.00%Q3 2023Q3 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Garda Capital Partners LP 110.00%0.00%0.00%Q1 2023Q1 20231
Perigon Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
TradeLink Capital LLC 111.08%1.08%1.08%Q2 2016Q2 20161
Aveo Capital Partners, LLC 110.98%0.98%0.98%Q2 2021Q2 20211
Evolution Capital Management LLC 112.34%2.34%2.34%Q4 2022Q4 20221
Fiera Capital Corp 110.07%0.07%0.07%Q1 2016Q1 20161
Pinion Investment Advisors, LLC 110.16%0.16%0.16%Q1 2022Q1 20221
PARK CIRCLE Co 110.06%0.06%0.06%Q3 2021Q3 20211
Capital Advisors Wealth Management, LLC 110.12%0.12%0.12%Q1 2021Q1 20211
Redhawk Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
NVWM, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Dynamic Advisor Solutions LLC 110.19%0.19%0.19%Q4 2019Q4 20191
Falcon Wealth Planning 110.10%0.10%0.10%Q1 2023Q1 20231
Dynasty Wealth Management, LLC 110.71%0.71%0.71%Q4 2017Q4 20171
DREMAN VALUE MANAGEMENT, L L C 1118.76%18.76%18.76%Q1 2018Q1 20181
Laurel Wealth Advisors, Inc. 110.03%0.03%0.03%Q4 2022Q4 20221
Thor Advisors, LLC 110.09%0.09%0.09%Q3 2019Q3 20191
IRON Financial LLC 111.62%1.62%1.62%Q2 2014Q2 20141
COMERICA SECURITIES INC 110.40%0.40%0.40%Q3 2013Q3 20131
WHITTIER TRUST CO OF NEVADA INC 110.00%0.00%0.00%Q3 2023Q3 20231
Capital Bank & Trust Co 110.00%0.00%0.00%Q4 2017Q4 20171
Berkeley Capital Partners, LLC 110.23%0.23%0.23%Q4 2015Q4 20151
DORCHESTER WEALTH MANAGEMENT Co 110.05%0.05%0.05%Q4 2020Q4 20201
WEBSTER BANK, N. A. 110.00%0.00%0.00%Q4 2017Q4 20171
Syntal Capital Partners, LLC 110.01%0.01%0.01%Q1 2014Q1 20141
Brookstone Capital Management 110.08%0.08%0.08%Q1 2021Q1 20211
Graypoint LLC 110.10%0.10%0.10%Q1 2020Q1 20201
Walleye Capital LLC 110.04%0.04%0.04%Q1 2022Q1 20221
Lenox Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
CARDEROCK CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q3 2021Q3 20211
Ranch Capital Advisors Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
Ground Swell Capital, LLC 110.74%0.74%0.74%Q3 2022Q3 20221
Royal Fund Management, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
NEXT Financial Holdings 110.01%0.01%0.01%Q1 2019Q1 20191
RATIONAL ADVISORS LLC 110.03%0.03%0.03%Q2 2009Q2 20091
Veracity Capital LLC 110.11%0.11%0.11%Q4 2019Q4 20191
Maven Securities LTD 110.03%0.03%0.03%Q1 2023Q1 20231
AFAM CAPITAL, INC. 110.28%0.28%0.28%Q4 2016Q4 20161
Gladstone Institutional Advisory LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Tuttle Capital Management, LLC 110.25%0.25%0.25%Q4 2016Q4 20161
Cyrus J. Lawrence, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
QCM Cayman, Ltd. 111.27%1.27%1.27%Q2 2023Q2 20231
Y-Intercept (Hong Kong) Ltd 110.02%0.02%0.02%Q3 2023Q3 20231
Alpine Group USVI, LLC 110.11%0.11%0.11%Q2 2017Q2 20171
RFG Advisory, LLC 110.60%0.60%0.60%Q2 2015Q2 20151
PROVENCE WEALTH MANAGEMENT GROUP 110.01%0.01%0.01%Q3 2023Q3 20231
ADVISOR CONSULTANT NETWORK INC 110.04%0.04%0.04%Q3 2016Q3 20161
Blueshift Asset Management, LLC 110.04%0.04%0.04%Q3 2020Q3 20201
Miracle Mile Advisors, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
MORGENS WATERFALL VINTIADIS & CO INC 110.66%0.66%0.66%Q1 2018Q1 20181
PVG ASSET MANAGEMENT CORP 110.68%0.68%0.68%Q1 2018Q1 20181
Summit Financial, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Kiwi Wealth Investments Limited Partnership 110.04%0.04%0.04%Q1 2021Q1 20211
CreativeOne Wealth, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Psagot Value Holdings Ltd. / (Israel) 110.12%0.12%0.12%Q3 2021Q3 20211
CITY NATIONAL BANK 110.00%0.00%0.00%Q3 2015Q3 20151
Kore Private Wealth LLC 110.06%0.06%0.06%Q1 2022Q1 20221
Capital Planning Advisors, LLC 110.49%0.49%0.49%Q4 2015Q4 20151
Retirement Group, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Global Trust Asset Management, LLC 110.08%0.08%0.08%Q3 2019Q3 20191
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 110.09%0.09%0.09%Q1 2023Q1 20231
Morningstar Investment Services LLC 110.04%0.04%0.04%Q3 2020Q3 20201
Parker Investment Management, LLC 110.10%0.10%0.10%Q1 2021Q1 20211
Global Wealth Management Investment Advisory, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
Pinnacle Private Wealth, LLC 110.06%0.06%0.06%Q4 2021Q4 20211
Crosspoint Capital Strategies, LLC 110.00%0.00%0.00%Q2 2015Q2 20151
Aptus Capital Advisors, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
FNY Managed Accounts LLC 110.11%0.11%0.11%Q1 2016Q1 20161
Lido Advisors, LLC 110.12%0.12%0.12%Q4 2016Q4 20161
Centerpoint Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
WELLINGTON MANAGEMENT GROUP LLP 110.00%0.00%0.00%Q2 2013Q2 20131
Visionary Asset Management, Inc. 110.19%0.19%0.19%Q4 2015Q4 20151
WELCH CAPITAL PARTNERS LLC/NY 110.61%0.61%0.61%Q4 2018Q4 20181
Spearhead Capital Advisors, LLC 110.18%0.18%0.18%Q4 2017Q4 20171
Karp Capital Management Corp 110.50%0.50%0.50%Q4 2014Q4 20141
Fragasso Group Inc. 110.09%0.09%0.09%Q1 2020Q1 20201
Beaumont Financial Partners, LLC 110.05%0.05%0.05%Q2 2021Q2 20211
Professional Financial Advisors, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
JACKSON SQUARE CAPITAL, LLC 110.78%0.78%0.78%Q4 2019Q4 20191
FNY Partners Fund LP 110.00%0.00%0.00%Q2 2017Q2 20171
GSA CAPITAL PARTNERS LLP 110.07%0.07%0.07%Q1 2023Q1 20231
Lake Hills Wealth Management, LLC 111.33%1.33%1.33%Q2 2023Q2 20231
DAVENPORT & Co LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Financial Services Advisory Inc 110.26%0.26%0.26%Q1 2021Q1 20211
AFFINITY WEALTH MANAGEMENT LLC 113.42%3.42%3.42%Q1 2021Q1 20211
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q1 2016Q1 20161
CIBC Asset Management Inc 110.12%0.12%0.12%Q1 2023Q1 20231
U S GLOBAL INVESTORS INC 110.11%0.11%0.11%Q2 2013Q2 20131
WJ Wealth Management, LLC 110.68%0.68%0.68%Q2 2021Q2 20211
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 110.39%0.39%0.39%Q4 2015Q4 20151
VERUS CAPITAL PARTNERS, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Northeast Financial Consultants Inc 110.13%0.13%0.13%Q1 2019Q1 20191
ALESCO ADVISORS LLC 111.41%1.41%1.41%Q2 2013Q2 20131
VALLEY NATIONAL ADVISERS INC 110.01%0.01%0.01%Q1 2020Q1 20201
Ensign Peak Advisors, Inc 110.02%0.02%0.02%Q4 2021Q4 20211
TRUE Private Wealth Advisors 110.00%0.00%0.00%Q3 2018Q3 20181
Claybrook Capital, LLC 110.19%0.19%0.19%Q4 2019Q4 20191
Ergoteles LLC 110.05%0.05%0.05%Q2 2021Q2 20211
Portfolio Strategies Inc 112.35%2.35%2.35%Q4 2016Q4 20161
B. Riley Wealth Management, Inc. 110.06%0.06%0.06%Q3 2018Q3 20181
OLD MISSION CAPITAL, LLC 110.03%0.03%0.03%Q4 2016Q4 20161
Oxler Private Wealth LLC 110.05%0.05%0.05%Q3 2022Q3 20221
IMS Capital Management 110.01%0.01%0.01%Q3 2018Q3 20181
MONETA GROUP INVESTMENT ADVISORS LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Fisher Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
GIRARD PARTNERS LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
KINGDON CAPITAL MANAGEMENT, L.L.C. 111.53%1.53%1.53%Q3 2016Q3 20161
RPG Investment Advisory, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
LGT CAPITAL PARTNERS LTD. 110.08%0.08%0.08%Q2 2014Q2 20141
Laurel Wealth Advisors LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Swaine & Leidel Wealth Services, LLC 110.25%0.25%0.25%Q3 2021Q3 20211
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Raleigh Capital Management Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Rossmore Private Capital 110.01%0.01%0.01%Q4 2017Q4 20171
Wealthspire Advisors, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Camelot Portfolios, LLC 110.28%0.28%0.28%Q2 2023Q2 20231
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q1 2022Q1 20221
Lighthouse Investment Partners, LLC 110.18%0.18%0.18%Q2 2023Q2 20231
Cornerstone Advisory, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Amplius Wealth Advisors, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Bank Julius Baer & Co. Ltd, Zurich 110.00%0.00%0.00%Q1 2022Q1 20221
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
NexWave Capital Partners LLC 110.94%0.94%0.94%Q4 2019Q4 20191
Stifel Trust Company, N.A. 110.01%0.01%0.01%Q3 2014Q3 20141
Weiss Multi-Strategy Advisers LLC 110.05%0.05%0.05%Q1 2021Q1 20211
Price Capital Management, Inc. 111.15%1.15%1.15%Q4 2017Q4 20171
Activest Wealth Management 110.01%0.01%0.01%Q3 2022Q3 20221
BROADMARK ASSET MANAGEMENT LLC 110.94%0.94%0.94%Q2 2017Q2 20171
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Pacifica Partners Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
Parcion Private Wealth LLC 110.02%0.02%0.02%Q2 2022Q2 20221
External links

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