SAP SE shareholder history

Current and past SAP SE shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.00%0.01%Q2 2013Q3 2023112
CITIGROUP INC 42420.00%0.01%0.14%Q2 2013Q3 2023102
BARCLAYS PLC 39390.00%0.00%0.04%Q2 2013Q4 202297
Walleye Trading LLC 24170.00%0.01%0.08%Q2 2013Q3 202395
GOLDMAN SACHS GROUP INC 4240.00%0.02%0.10%Q1 2012Q3 202394
Citadel Advisors 3110.00%0.00%0.01%Q4 2013Q3 202389
JANE STREET GROUP, LLC 2120.00%0.01%0.22%Q1 2014Q3 202370
WOLVERINE TRADING, LLC 1020.00%0.00%0.02%Q2 2016Q2 202357
HUNTINGTON NATIONAL BANK 36210.00%0.02%0.14%Q1 2009Q3 202357
D. E. Shaw & Co., Inc. 1150.00%0.01%0.08%Q4 2013Q4 202256
Twin Tree Management, LP 1610.00%0.05%0.31%Q1 2014Q2 202348
PEAK6 Group LLC 1120.00%0.01%0.16%Q2 2013Q2 201847
First Horizon Advisors, Inc. 4240.00%0.00%0.02%Q1 2012Q3 202346
Creative Planning 3380.00%0.01%0.02%Q2 2013Q3 202346
PEAK6 Investments LLC 1520.00%0.01%0.08%Q3 2018Q3 202346
HighTower Advisors, LLC 42420.00%0.02%0.08%Q2 2013Q3 202344
KEYBANK NATIONAL ASSOCIATION/OH 44440.01%0.02%0.05%Q4 2012Q3 202344
HSBC HOLDINGS PLC 3710.00%0.00%0.02%Q1 2012Q3 202344
BROWN BROTHERS HARRIMAN & CO 43430.00%0.00%0.01%Q1 2013Q3 202343
DAVIS SELECTED ADVISERS 42420.02%0.07%0.12%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.00%0.01%0.01%Q2 2013Q3 202342
PITCAIRN CO 42420.04%0.07%0.11%Q2 2013Q3 202342
GLENMEDE TRUST CO NA 42420.00%0.01%0.02%Q2 2013Q3 202342
LAZARD ASSET MANAGEMENT LLC 42420.00%0.16%0.39%Q2 2013Q3 202342
Boston Common Asset Management, LLC 42420.38%0.96%1.71%Q2 2013Q3 202342
FDx Advisors, Inc. 42420.02%0.12%0.49%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.01%0.02%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.01%0.06%0.10%Q2 2013Q3 202342
BANK OF MONTREAL /CAN/ 3920.00%0.01%0.02%Q2 2013Q3 202342
MUFG Americas Holdings Corp 3750.00%0.02%0.09%Q4 2010Q3 202242
TRUIST FINANCIAL CORP 42420.01%0.11%0.40%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.02%0.04%Q2 2013Q3 202342
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 42420.00%0.00%0.01%Q2 2013Q3 202342
NATIXIS ADVISORS, L.P. 42420.05%0.12%0.22%Q2 2013Q3 202342
Smithfield Trust Co 42420.00%0.02%0.06%Q2 2013Q3 202342
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 42420.01%0.03%0.12%Q2 2013Q3 202342
KORNITZER CAPITAL MANAGEMENT INC /KS 42420.02%0.11%0.20%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.03%0.06%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.00%0.00%0.01%Q2 2013Q3 202342
HARBOUR INVESTMENT MANAGEMENT LLC 42420.42%0.98%1.42%Q2 2013Q3 202342
BAHL & GAYNOR INC 42420.00%0.01%0.05%Q2 2013Q3 202342
Cardinal Capital Management 42420.46%0.73%1.02%Q2 2013Q3 202342
GUARDIAN CAPITAL ADVISORS LP 42420.23%0.45%0.87%Q2 2013Q3 202342
Laird Norton Wetherby Wealth Management, LLC 42420.11%0.22%0.32%Q2 2013Q3 202342
BESSEMER GROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
Fisher Asset Management, LLC 42420.40%0.88%1.23%Q2 2013Q3 202342
TD ASSET MANAGEMENT INC 42420.00%0.01%0.02%Q2 2013Q3 202342
FEDERATED HERMES, INC. 42420.00%0.01%0.03%Q2 2013Q3 202342
REGIONS FINANCIAL CORP 42420.00%0.02%0.05%Q2 2013Q3 202342
LINCLUDEN MANAGEMENT LTD 42420.01%0.48%1.40%Q2 2013Q3 202342
JOHNSON INVESTMENT COUNSEL INC 42420.01%0.38%1.25%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.02%0.06%Q2 2013Q3 202342
Boston Trust Walden Corp 42420.03%0.05%0.06%Q2 2013Q3 202342
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 42420.00%0.03%0.38%Q2 2013Q3 202342
STATE STREET CORP 42420.00%0.00%0.00%Q2 2013Q3 202342
HARDING LOEVNER LP 42422.36%3.65%5.07%Q2 2013Q3 202342
Neuberger Berman Group LLC 42420.05%0.12%0.19%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.00%0.00%0.00%Q2 2013Q3 202342
Sustainable Growth Advisers, LP 42420.04%2.27%3.98%Q2 2013Q3 202342
BURNEY CO/ 42420.03%0.05%0.09%Q2 2013Q3 202342
WEATHERLY ASSET MANAGEMENT L. P. 42420.16%0.40%0.92%Q2 2013Q3 202342
SOL Capital Management CO 42420.08%0.20%0.26%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.02%0.03%0.06%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.02%0.05%0.07%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.02%0.03%0.05%Q2 2013Q3 202342
SCOTIA CAPITAL INC. 42420.03%0.06%0.10%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.01%0.03%0.05%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.01%0.02%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.03%0.05%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.01%0.02%Q2 2013Q3 202342
PROFUND ADVISORS LLC 42420.04%0.07%0.12%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.01%0.02%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 42420.04%0.11%0.21%Q2 2013Q3 202342
FRANKLIN RESOURCES INC 42420.00%0.01%0.02%Q2 2013Q3 202342
M&T BANK CORP 42420.00%0.01%0.03%Q2 2013Q3 202342
US BANCORP \DE\ 42420.02%0.06%0.09%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.01%0.03%0.05%Q2 2013Q3 202342
BOKF, NA 3290.00%0.02%0.05%Q2 2013Q3 202341
Ativo Capital Management LLC 41411.92%4.22%8.68%Q2 2013Q2 202341
Capital Investment Counsel, Inc 41410.19%0.39%1.03%Q3 2013Q3 202341
JARISLOWSKY, FRASER Ltd 29120.12%0.19%0.27%Q2 2013Q3 202341
Kistler-Tiffany Companies, LLC 41410.01%0.01%0.04%Q2 2013Q2 202341
CAUSEWAY CAPITAL MANAGEMENT LLC 22190.19%0.56%6.66%Q2 2013Q3 202341
Parallax Volatility Advisers, L.P. 1210.00%0.00%0.02%Q2 2013Q2 201940
Advisors Asset Management, Inc. 29110.00%0.02%0.06%Q2 2013Q3 202340
EARNEST PARTNERS LLC 40400.00%0.00%0.01%Q4 2013Q3 202340
J.P. Morgan Private Wealth Advisors LLC 3810.01%0.02%0.04%Q2 2013Q3 202340
ClearBridge Investments 30100.00%0.09%0.30%Q2 2013Q3 202340
Sequoia Financial Advisors, LLC 40400.01%0.07%0.31%Q4 2013Q3 202340
CREDIT SUISSE AG/ 23170.00%0.00%0.02%Q1 2013Q1 202340
Checchi Capital Advisers, LLC 40400.04%0.09%0.20%Q4 2013Q3 202340
SIGNATUREFD, LLC 26140.00%0.03%0.05%Q2 2013Q3 202340
MAI Capital Management 39390.01%0.02%0.04%Q1 2014Q3 202339
CENTRAL TRUST Co 2410.00%0.00%0.00%Q2 2013Q3 202339
STIFEL FINANCIAL CORP 39390.02%0.03%0.10%Q1 2014Q3 202339
FMR LLC 3180.00%0.03%0.08%Q2 2013Q3 202339
COMERICA BANK 39390.02%0.07%0.17%Q2 2013Q4 202239
UNITED CAPITAL FINANCIAL ADVISORS, LLC 3710.00%0.11%0.24%Q1 2014Q3 202338
HOWE & RUSLING INC 38380.00%0.02%0.07%Q2 2013Q3 202238
BLUESTEIN R H & CO LLC 38380.02%0.04%0.08%Q2 2013Q3 202238
Saturna Capital CORP 3620.02%0.92%1.45%Q2 2013Q3 202338
DEUTSCHE BANK AG\ 2610.00%0.03%0.17%Q3 2013Q3 202338
Ashfield Capital Partners, LLC 38380.05%0.13%0.20%Q2 2013Q3 202238
RAYMOND JAMES TRUST N.A. 3310.01%0.04%0.08%Q2 2013Q3 202338
CULLEN/FROST BANKERS, INC. 2030.00%0.04%0.34%Q2 2013Q3 202338
UBS Group AG 36360.00%0.01%0.09%Q4 2014Q3 202337
Cardinal Capital Management, Inc. 37370.06%0.54%1.19%Q3 2014Q3 202337
Mirae Asset Global Investments Co., Ltd. 3430.00%0.01%0.06%Q4 2011Q3 202137
AMERICAN NATIONAL INSURANCE CO 36360.08%0.11%0.15%Q2 2013Q1 202236
BNP PARIBAS FINANCIAL MARKETS 2910.00%0.00%0.01%Q2 2013Q3 202336
NAPLES GLOBAL ADVISORS, LLC 36360.14%0.47%0.74%Q4 2014Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.04%0.08%0.14%Q2 2013Q1 202236
BLAIR WILLIAM & CO/IL 36360.00%0.00%0.02%Q2 2013Q1 202236
CRAWFORD INVESTMENT COUNSEL INC 36360.28%0.92%1.62%Q4 2014Q3 202336
Atria Investments, Inc 1710.02%0.06%0.12%Q2 2013Q3 202336
ROCKY MOUNTAIN ADVISERS, LLC 36360.00%0.00%0.01%Q3 2014Q2 202336
SEI INVESTMENTS CO 36360.01%0.04%0.09%Q4 2014Q3 202336
GUGGENHEIM CAPITAL LLC 3510.00%0.01%0.03%Q2 2013Q1 202336
KINGS POINT CAPITAL MANAGEMENT 36360.04%0.38%1.34%Q2 2013Q1 202236
SCOUT INVESTMENTS, INC. 35350.14%0.68%1.81%Q2 2013Q4 202135
SVB WEALTH LLC 2960.00%0.01%0.03%Q4 2014Q3 202335
Parsec Financial Management, Inc. 34340.02%0.24%0.64%Q4 2014Q1 202334
Sandy Spring Bank 2520.00%0.00%0.01%Q2 2013Q3 202334
TORONTO DOMINION BANK 2590.00%0.00%0.00%Q1 2013Q3 202134
QUADRANT CAPITAL GROUP LLC 34340.06%0.18%0.38%Q2 2015Q3 202334
EATON VANCE MANAGEMENT 23110.00%0.00%0.06%Q2 2013Q3 202234
ENTERPRISE FINANCIAL SERVICES CORP 34340.00%0.02%0.03%Q2 2013Q3 202134
Tradewinds Capital Management, LLC 34340.01%0.03%0.04%Q4 2013Q1 202234
Cutler Group LLC / CA 810.00%0.01%0.19%Q4 2015Q4 202234
Freedom Investment Management, Inc. 3030.02%0.06%0.14%Q1 2014Q2 202233
MACQUARIE GROUP LTD 21120.00%0.12%0.32%Q2 2013Q3 202333
Rehmann Capital Advisory Group 1610.02%0.04%0.19%Q4 2008Q3 202333
HIGHLAND CAPITAL MANAGEMENT, LLC 3120.13%0.23%0.34%Q2 2015Q3 202333
REILLY FINANCIAL ADVISORS, LLC 2940.00%0.00%0.01%Q2 2013Q4 202133
Haverford Trust Co 33330.01%0.01%0.02%Q3 2015Q3 202333
OPPENHEIMER & CO INC 1560.01%0.01%0.02%Q4 2013Q4 202233
Plante Moran Financial Advisors, LLC 3120.00%0.00%0.02%Q3 2013Q2 202333
Chevy Chase Trust Holdings, LLC 33330.00%0.02%0.07%Q3 2013Q3 202133
TRUST CO OF VERMONT 33330.01%0.01%0.02%Q2 2013Q2 202133
Carroll Financial Associates, Inc. 33330.00%0.00%0.01%Q4 2013Q4 202133
GEODE CAPITAL MANAGEMENT, LLC 33330.00%0.00%0.00%Q4 2013Q4 202133
PINNACLE ASSOCIATES LTD 3020.01%0.02%0.03%Q2 2013Q3 202332
ASSETMARK, INC 32320.00%0.01%0.02%Q4 2015Q3 202332
ADVISOR PARTNERS LLC 21110.05%0.14%0.21%Q2 2013Q2 202232
Cubist Systematic Strategies, LLC 1010.00%0.02%0.11%Q2 2014Q3 202332
Capital Analysts, LLC 32320.01%0.09%0.17%Q4 2015Q3 202332
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 32320.48%0.64%0.77%Q2 2013Q1 202132
Mariner, LLC 32320.02%0.03%0.05%Q4 2015Q3 202332
MANUFACTURERS LIFE INSURANCE COMPANY, THE 1840.00%0.01%0.02%Q4 2014Q3 202332
People's United Financial, Inc. 1720.00%0.03%0.11%Q2 2013Q1 202232
Tower Research Capital LLC (TRC) 710.00%0.01%0.04%Q2 2013Q3 202332
Spot Trading L.L.C 1010.00%0.01%0.05%Q2 2013Q1 201732
Advisory Services Network, LLC 1610.01%0.01%0.02%Q4 2013Q3 202331
CAPITAL FUND MANAGEMENT S.A. 510.00%0.02%0.06%Q2 2013Q3 202331
Janney Montgomery Scott LLC 31310.01%0.02%0.04%Q1 2016Q3 202331
PRUDENTIAL FINANCIAL INC 31310.00%0.00%0.01%Q1 2016Q3 202331
Oakworth Capital, Inc. 31310.00%0.01%0.02%Q1 2014Q3 202131
JNBA Financial Advisors 1910.00%0.02%0.06%Q2 2013Q3 202331
NEW YORK STATE COMMON RETIREMENT FUND 31310.00%0.01%0.04%Q1 2016Q3 202331
IFP Advisors, Inc 17140.00%0.00%0.01%Q4 2015Q3 202331
KLINGENSTEIN FIELDS & CO LP 31310.01%0.98%1.57%Q1 2014Q3 202131
Aperio Group, LLC 31310.12%0.18%0.25%Q2 2013Q4 202031
North Star Investment Management Corp. 1730.00%0.00%0.01%Q1 2014Q3 202330
SG Americas Securities, LLC 1910.00%0.01%0.04%Q1 2014Q2 202330
Freestone Capital Holdings, LLC 2610.01%0.11%0.49%Q2 2013Q1 202230
Janney Capital Management LLC 20100.01%0.49%0.94%Q1 2016Q3 202330
ETRADE Capital Management LLC 30300.00%0.10%0.25%Q2 2013Q3 202030
Polen Capital Management 2550.01%0.16%0.44%Q2 2013Q3 202330
INVESTMENT HOUSE LLC 30300.57%0.72%0.96%Q2 2013Q3 202030
Winslow, Evans & Crocker, Inc. 29290.00%0.00%0.01%Q4 2013Q4 202029
Cribstone Capital Management, LLC 29290.01%0.06%0.59%Q4 2015Q4 202229
BlackRock Inc. 1410.00%0.00%0.00%Q3 2015Q3 202329
HOWARD CAPITAL MANAGEMENT 29290.05%1.15%2.16%Q4 2013Q4 202029
Veritable, L.P. 19100.01%0.01%0.03%Q4 2012Q1 202129
MILLENNIUM MANAGEMENT LLC 810.00%0.01%0.02%Q2 2013Q3 202329
Russell Investments Group, Ltd. 28280.02%0.09%0.21%Q4 2016Q3 202328
CWM, LLC 1820.00%0.00%0.00%Q3 2013Q3 202328
Abbrea Capital, LLC 28280.10%0.20%0.32%Q4 2016Q3 202328
KCM INVESTMENT ADVISORS LLC 28280.01%0.04%0.06%Q1 2015Q4 202128
World Asset Management Inc 28280.07%0.18%0.27%Q2 2013Q1 202028
Cornerstone Advisors, Inc. 2440.00%0.01%0.04%Q2 2013Q3 202028
Parallel Advisors, LLC 28280.01%0.02%0.03%Q4 2016Q3 202328
Avalon Investment & Advisory 2260.01%0.06%0.12%Q2 2013Q3 202028
CAMBIAR INVESTORS LLC 2350.14%2.50%5.02%Q1 2013Q3 202328
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.01%Q2 2013Q4 201927
MML INVESTORS SERVICES, LLC 27270.01%0.02%0.03%Q1 2017Q3 202327
SYNOVUS FINANCIAL CORP 2310.00%0.02%0.05%Q1 2014Q3 202327
SILVERCREST ASSET MANAGEMENT GROUP LLC 2610.00%0.03%0.06%Q2 2013Q4 202127
OPPENHEIMER ASSET MANAGEMENT INC. 27270.14%0.23%0.31%Q1 2017Q3 202327
CIBC WORLD MARKET INC. 2110.00%0.00%0.01%Q2 2015Q3 202327
Anchor Investment Management, LLC 16110.00%0.00%0.01%Q1 2016Q4 202327
Dorsey & Whitney Trust CO LLC 27270.05%0.10%0.16%Q1 2017Q3 202327
Capital World Investors 2510.00%0.00%0.05%Q2 2013Q3 202326
Raymond James Financial Services Advisors, Inc. 26260.00%0.00%0.01%Q2 2017Q3 202326
Crossmark Global Holdings, Inc. 2510.19%0.31%0.53%Q3 2016Q3 202326
GREENLEAF TRUST 2240.00%0.01%0.02%Q1 2017Q3 202326
RMB Capital Management, LLC 15110.01%0.08%0.18%Q2 2013Q3 202026
Geneos Wealth Management Inc. 2420.00%0.00%0.00%Q3 2016Q3 202326
Private Advisor Group, LLC 1710.00%0.01%0.02%Q4 2015Q3 202326
LS Investment Advisors, LLC 2240.00%0.00%0.01%Q2 2013Q2 202026
Steward Partners Investment Advisory, LLC 1880.00%0.00%0.01%Q4 2016Q3 202326
NEXT Financial Group, Inc 1360.00%0.03%0.08%Q3 2014Q4 202126
HARTWELL J M LIMITED PARTNERSHIP 26260.07%0.14%0.24%Q2 2013Q3 201926
SRS Capital Advisors, Inc. 1070.00%0.01%0.03%Q4 2016Q3 202326
Simplicity Solutions, LLC 1880.01%0.08%0.32%Q4 2016Q3 202326
UBS ASSET MANAGEMENT AMERICAS INC 26260.00%0.01%0.01%Q2 2013Q3 201926
Caprock Group, LLC 26260.05%0.13%0.30%Q2 2017Q3 202326
MISSION WEALTH MANAGEMENT, LP 2240.01%0.03%0.06%Q4 2016Q3 202326
SUNTRUST BANKS INC 26260.01%0.03%0.04%Q2 2013Q3 201926
HighPoint Advisor Group LLC 2410.04%0.08%0.16%Q4 2015Q2 202225
YorkBridge Wealth Partners, LLC 25250.16%0.27%0.41%Q4 2016Q4 202225
Martin Investment Management, LLC 25250.65%3.42%6.26%Q1 2016Q1 202225
1832 Asset Management L.P. 1010.00%0.04%0.29%Q2 2013Q3 202325
Grove Bank & Trust 910.00%0.06%0.13%Q4 2015Q3 202325
HM PAYSON & CO 1870.00%0.01%0.01%Q1 2017Q3 202325
CARRET ASSET MANAGEMENT, LLC 1780.04%0.06%0.08%Q2 2013Q2 202025
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1510.00%0.15%0.37%Q1 2017Q3 202325
TCI Wealth Advisors, Inc. 1710.00%0.01%0.05%Q4 2012Q2 202225
FIRST MANHATTAN CO. LLC. 1810.00%0.00%0.00%Q2 2014Q4 202225
Bogart Wealth, LLC 25250.00%0.01%0.02%Q3 2017Q3 202325
EAGLE GLOBAL ADVISORS LLC 1870.08%0.17%0.37%Q2 2013Q3 202325
D.A. DAVIDSON & CO. 24240.02%0.04%0.07%Q2 2013Q1 201924
Pinnacle Wealth Planning Services, Inc. 24240.04%0.18%0.43%Q4 2017Q3 202324
Global Retirement Partners, LLC 1770.00%0.00%0.01%Q3 2017Q3 202324
Glassman Wealth Services 24240.00%0.02%0.03%Q4 2017Q3 202324
SANTA BARBARA ASSET MANAGEMENT, LLC 24240.03%0.05%0.10%Q2 2013Q1 201924
COMMERCE BANK 24240.00%0.00%0.02%Q4 2017Q3 202324
Johnson Financial Group, Inc. 1710.00%0.02%0.06%Q2 2013Q1 202324
TWO SIGMA SECURITIES, LLC 910.00%0.02%0.07%Q4 2017Q1 202324
TOTH FINANCIAL ADVISORY CORP 24240.00%0.00%0.01%Q4 2017Q3 202324
Ballentine Partners, LLC 2130.01%0.02%0.03%Q1 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.01%Q4 2017Q3 202324
PRINCIPAL FINANCIAL GROUP INC 24240.00%0.07%0.12%Q4 2017Q3 202324
KCS Wealth Advisory 24240.19%0.43%0.62%Q4 2017Q3 202324
Verdence Capital Advisors LLC 24240.06%0.23%0.44%Q4 2017Q3 202324
SCHRODER INVESTMENT MANAGEMENT GROUP 1610.00%0.00%0.00%Q1 2014Q4 202124
Harbour Capital Advisors, LLC 1520.16%0.35%0.52%Q1 2016Q3 202224
RELIANCE TRUST CO OF DELAWARE 24240.11%0.16%0.20%Q2 2013Q1 201924
PIN OAK INVESTMENT ADVISORS INC 24240.02%0.02%0.04%Q4 2017Q3 202324
Hudock, Inc. 24240.01%0.01%0.01%Q4 2016Q3 202224
Front Row Advisors LLC 24240.00%0.30%0.87%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.00%0.00%0.01%Q4 2017Q3 202324
One Wealth Advisors, LLC 23230.05%0.24%0.43%Q4 2017Q2 202323
EVERGREEN CAPITAL MANAGEMENT LLC 23230.02%0.03%0.05%Q1 2018Q3 202323
WRAPMANAGER INC 23230.13%0.22%0.37%Q1 2018Q3 202323
Banco de Sabadell, S.A 13100.12%0.52%1.13%Q4 2017Q3 202323
Financial Advocates Investment Management 2030.02%0.05%0.09%Q4 2017Q3 202323
Prospera Financial Services Inc 23230.01%0.06%0.21%Q1 2018Q3 202323
Avestar Capital, LLC 1940.04%0.11%0.21%Q4 2017Q3 202323
Ledyard National Bank 23230.00%0.00%0.01%Q2 2013Q4 201823
CAPITAL GUARDIAN TRUST CO 1670.03%0.20%0.67%Q2 2013Q2 201923
Sterling Capital Management LLC 1850.00%0.00%0.01%Q1 2013Q3 201923
WealthTrust-Arizona, LLC 23230.03%0.05%0.09%Q2 2013Q4 201823
BROWN ADVISORY INC 1720.00%0.00%0.00%Q4 2013Q3 202023
TELEMUS CAPITAL, LLC 23230.03%0.12%0.25%Q1 2018Q3 202323
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1850.00%0.03%0.09%Q3 2016Q3 202323
One Capital Management, LLC 2210.00%0.30%0.45%Q3 2014Q3 202323
PITTENGER & ANDERSON INC 23230.07%0.11%0.15%Q2 2014Q4 201923
INTRUST BANK NA 1720.03%0.13%0.28%Q4 2013Q3 202323
Compagnie Lombard Odier SCmA 950.00%0.01%0.02%Q4 2014Q3 202323
TRUST DEPARTMENT MB FINANCIAL BANK N A 1660.00%0.01%0.01%Q2 2013Q1 201922
Norway Savings Bank 22220.01%0.02%0.02%Q4 2016Q1 202222
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 22220.00%0.00%0.00%Q2 2018Q3 202322
Balentine LLC 1210.00%0.00%0.01%Q1 2015Q3 202322
OLD NATIONAL BANCORP /IN/ 1340.01%0.03%0.06%Q2 2013Q3 202322
RAND WEALTH, LLC 22220.32%0.39%0.59%Q2 2013Q3 201822
Lester Murray Antman dba SimplyRich 1840.27%0.46%0.67%Q4 2017Q3 202322
Cable Hill Partners, LLC 1840.00%0.02%0.07%Q4 2014Q3 202322
STEPHENS INC /AR/ 910.01%0.01%0.04%Q4 2013Q3 202322
Cox Capital Mgt LLC 22221.71%2.39%4.40%Q2 2018Q3 202322
CREATIVE FINANCIAL DESIGNS INC /ADV 1480.00%0.00%0.01%Q4 2016Q3 202322
PEAPACK GLADSTONE FINANCIAL CORP 1840.01%0.01%0.02%Q1 2018Q3 202322
First Personal Financial Services 1140.00%0.00%0.01%Q4 2014Q2 202222
SIMPLEX TRADING, LLC 1310.00%0.02%0.11%Q4 2014Q3 202322
CONFLUENCE INVESTMENT MANAGEMENT LLC 22220.01%0.01%0.02%Q2 2018Q3 202322
ALPS ADVISORS INC 22220.00%0.01%0.03%Q2 2018Q3 202322
INVESTMENT MANAGEMENT OF VIRGINIA LLC 22220.21%0.30%0.38%Q2 2013Q3 201822
CIBC Asset Management Inc 1510.00%0.01%0.02%Q2 2013Q1 202222
CHARTWELL INVESTMENT PARTNERS, LLC 22220.03%0.13%0.27%Q2 2018Q3 202322
RHUMBLINE ADVISERS 1320.00%0.00%0.00%Q2 2013Q3 202322
SEGALL BRYANT & HAMILL, LLC 2110.00%0.01%0.01%Q3 2016Q1 202222
BerganKDV Wealth Management, LLC 21210.00%0.01%0.01%Q2 2018Q2 202321
Thomas J. Herzfeld Advisors, Inc. 1290.00%0.00%0.01%Q4 2016Q3 202321
Hilltop Holdings Inc. 1650.03%0.04%0.06%Q2 2018Q3 202321
Addenda Capital Inc. 2010.00%0.03%0.04%Q1 2016Q4 202221
JCIC Asset Management Inc. 21210.01%0.56%1.48%Q3 2018Q3 202321
Independent Advisor Alliance 930.04%0.08%0.40%Q4 2016Q3 202321
Linscomb & Williams, Inc. 1810.01%0.02%0.02%Q1 2016Q3 202121
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 21210.00%0.02%0.04%Q3 2015Q3 202021
Yorktown Management & Research Co Inc 21210.04%0.08%0.19%Q4 2013Q4 201821
Allianz Asset Management GmbH 1710.00%0.01%0.03%Q2 2013Q4 202121
Pinnacle Bancorp, Inc. 2010.01%0.03%0.04%Q1 2017Q3 202321
MEITAV INVESTMENT HOUSE LTD 21210.00%0.03%0.12%Q2 2018Q2 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.01%0.03%0.06%Q3 2018Q3 202321
Henry James International Management Inc. 21211.26%2.22%3.24%Q3 2018Q3 202321
Migdal Insurance & Financial Holdings Ltd. 21210.00%0.02%0.11%Q3 2018Q3 202321
SHELTON CAPITAL MANAGEMENT 21210.02%0.03%0.05%Q2 2013Q2 201821
FRED ALGER MANAGEMENT, LLC 20200.00%0.12%0.50%Q2 2013Q1 201820
Financial Gravity Asset Management, Inc. 1230.00%0.04%0.17%Q1 2018Q3 202320
Pacer Advisors, Inc. 610.01%0.07%0.18%Q4 2013Q3 202320
SlateStone Wealth, LLC 20200.14%0.28%0.52%Q4 2018Q3 202320
RIVERHEAD CAPITAL MANAGEMENT LLC 1910.01%0.04%0.07%Q1 2014Q2 201920
PATHSTONE FAMILY OFFICE, LLC 1010.00%0.01%0.04%Q2 2013Q3 202320
Rockefeller Capital Management L.P. 1910.00%0.01%0.02%Q1 2018Q2 202320
Lindbrook Capital, LLC 20200.01%0.03%0.06%Q4 2018Q3 202320
HUSSMAN STRATEGIC ADVISORS, INC. 1810.02%0.28%1.99%Q2 2013Q1 202020
MAR VISTA INVESTMENT PARTNERS LLC 20200.00%2.13%4.67%Q4 2018Q3 202320
Capital International Investors 20200.02%0.11%0.30%Q4 2018Q3 202320
Eukles Asset Management 20200.01%0.70%1.71%Q4 2018Q3 202320
Cresset Asset Management, LLC 20200.00%0.02%0.04%Q4 2018Q3 202320
American Portfolios Advisors 20200.01%0.01%0.03%Q4 2017Q3 202220
THOMAS WHITE INTERNATIONAL LTD 850.00%0.43%1.39%Q2 2013Q3 202120
CIBC Private Wealth Group, LLC 1330.00%0.00%0.00%Q4 2017Q3 202320
Wambolt & Associates, LLC 20200.09%0.27%0.54%Q4 2018Q3 202320
Connor, Clark & Lunn Investment Management Ltd. 1210.00%0.11%0.46%Q2 2017Q3 202320
FinTrust Capital Advisors, LLC 20200.00%0.02%0.07%Q4 2018Q3 202320
Parkside Financial Bank & Trust 810.00%0.00%0.01%Q3 2015Q3 202320
Quantbot Technologies LP 410.01%0.11%0.36%Q3 2013Q3 202320
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT 1280.02%0.10%0.26%Q1 2013Q1 201820
THORNBURG INVESTMENT MANAGEMENT INC 1410.11%0.23%0.59%Q2 2013Q3 202319
Rikoon Group, LLC 19190.07%0.18%0.60%Q3 2016Q1 202119
McIlrath & Eck, LLC 1810.00%0.00%0.01%Q4 2017Q1 202319
Intercontinental Wealth Advisors, LLC 19190.11%0.16%0.23%Q2 2017Q4 202119
Zions Bancorporation, N.A. 19190.00%0.02%0.04%Q1 2019Q3 202319
Covenant Partners, LLC 1450.09%0.30%0.43%Q4 2018Q3 202319
Cambridge Investment Research Advisors, Inc. 1310.00%0.00%0.01%Q4 2013Q3 202319
Cedar Brook Financial Partners, LLC 19190.07%0.10%0.17%Q1 2019Q3 202319
Lenox Wealth Advisors, LLC 1810.00%0.00%0.01%Q4 2015Q1 202219
SECURITY NATIONAL TRUST CO 1110.00%0.01%0.01%Q3 2013Q3 202119
Squarepoint Ops LLC 710.00%0.02%0.09%Q3 2016Q3 202319
TOWNSQUARE CAPITAL LLC 19190.02%0.05%0.14%Q1 2019Q3 202319
Private Capital Group, LLC 19190.05%0.07%0.12%Q4 2017Q2 202219
MERCER GLOBAL ADVISORS INC /ADV 19190.01%0.02%0.05%Q1 2019Q3 202319
Financial Enhancement Group LLC 19190.00%0.01%0.02%Q1 2018Q3 202219
Sound Income Strategies, LLC 1810.00%0.00%0.01%Q2 2018Q3 202319
Vestmark Advisory Solutions, Inc. 19190.05%0.16%0.38%Q1 2019Q3 202319
M&R CAPITAL MANAGEMENT INC 19190.00%0.00%0.01%Q2 2016Q4 202019
PHYSICIANS FINANCIAL SERVICES, INC. 1090.18%0.20%0.22%Q4 2015Q3 202019
Cohen Klingenstein LLC 19190.19%0.36%0.57%Q1 2019Q3 202319
CITIZENS FINANCIAL GROUP INC/RI 19190.00%0.01%0.01%Q4 2015Q2 202019
WESPAC Advisors SoCal, LLC 19190.12%0.17%0.23%Q1 2016Q3 202019
AMP Capital Investors Ltd 1110.00%0.02%0.04%Q3 2014Q3 202019
Private Ocean, LLC 830.00%0.00%0.00%Q1 2018Q1 202318
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 18180.01%0.25%0.41%Q3 2016Q4 202018
PARK AVENUE SECURITIES LLC 1410.01%0.02%0.04%Q2 2017Q3 202318
WEBSTER BANK, N. A. 18180.00%0.00%0.00%Q4 2017Q1 202218
SAGE RHINO CAPITAL LLC 1440.09%0.14%0.21%Q1 2019Q3 202318
Integrated Wealth Concepts LLC 18180.01%0.05%0.08%Q2 2019Q3 202318
CX Institutional 1530.01%0.03%0.04%Q4 2018Q3 202318
TRUSTCORE FINANCIAL SERVICES, LLC 1440.00%0.00%0.01%Q4 2017Q2 202218
PRIVATE TRUST CO NA 710.01%0.04%0.10%Q1 2013Q3 202318
Valeo Financial Advisors, LLC 1530.00%0.00%0.02%Q3 2017Q3 202318
CenterStar Asset Management, LLC 210.00%0.09%0.56%Q1 2018Q1 202118
Mondrian Investment Partners LTD 18180.00%0.82%1.63%Q1 2014Q2 201818
Patriot Financial Group Insurance Agency, LLC 1530.00%0.01%0.02%Q2 2017Q2 202218
Commonwealth Equity Services, Inc 18180.00%0.00%0.01%Q2 2013Q3 201718
Wealthspire Advisors, L.P. 1440.00%0.02%0.06%Q4 2015Q3 202018
Clarius Group, LLC 18180.03%0.04%0.06%Q2 2019Q3 202318
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1120.00%0.33%1.98%Q3 2015Q3 202318
WINTON GROUP Ltd 940.02%0.29%0.60%Q4 2017Q3 202318
Archford Capital Strategies, LLC 840.00%0.00%0.00%Q1 2014Q2 201918
BBVA USA Bancshares, Inc. 1350.02%0.08%0.15%Q2 2013Q1 202118
Joel Isaacson & Co., LLC 17170.02%0.03%0.05%Q4 2012Q4 201617
Nationwide Fund Advisors 17170.02%0.02%0.02%Q3 2013Q3 201717
WESTWOOD HOLDINGS GROUP INC 1430.00%0.01%0.05%Q1 2015Q3 201917
Ranger International Management, LP 17170.03%0.81%11.28%Q2 2013Q2 201717
Malaga Cove Capital, LLC 17170.20%0.53%0.86%Q3 2019Q3 202317
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 1160.00%0.00%0.00%Q1 2018Q3 202317
PERSONAL CFO SOLUTIONS, LLC 17170.08%0.12%0.33%Q3 2019Q3 202317
BALDWIN BROTHERS LLC/MA 17170.02%0.02%0.03%Q3 2019Q3 202317
Clear Harbor Asset Management, LLC 1430.01%0.11%0.20%Q4 2018Q3 202317
Strategic Global Advisors, LLC 1120.08%0.19%0.47%Q2 2016Q1 202217
LVW Advisors, LLC 17170.07%0.14%0.23%Q3 2019Q3 202317
Nuveen Asset Management, LLC 1340.00%0.00%0.00%Q2 2019Q3 202317
Renaissance Technologies 610.00%0.04%0.10%Q2 2013Q2 202217
WASHINGTON TRUST BANK 1160.00%0.01%0.02%Q1 2014Q1 201917
Capital Bank & Trust Co 17170.01%0.14%0.38%Q2 2017Q2 202117
Riggs Asset Managment Co. Inc. 1610.00%0.00%0.01%Q3 2014Q3 202317
1st Global Advisors, Inc. 17170.10%0.13%0.15%Q2 2013Q2 201717
Bedel Financial Consulting, Inc. 17170.01%0.01%0.02%Q1 2018Q1 202217
CAPSTONE ASSET MANAGEMENT CO 17170.11%0.27%0.44%Q2 2013Q2 201717
BENJAMIN F. EDWARDS & COMPANY, INC. 1310.00%0.01%0.06%Q4 2015Q2 202217
BB&T SECURITIES, LLC 1610.01%0.01%0.02%Q1 2014Q3 201917
NWQ INVESTMENT MANAGEMENT COMPANY, LLC 17170.15%0.20%0.29%Q3 2016Q3 202017
Peloton Wealth Strategists 1250.69%1.07%1.47%Q2 2013Q3 201717
Altium Wealth Management LLC 17170.04%0.06%0.09%Q2 2018Q2 202217
BAILARD, INC. 1410.01%0.03%0.08%Q1 2016Q3 202317
AMERICAN CENTURY COMPANIES INC 1610.00%0.01%0.06%Q2 2013Q3 202317
Susquehanna International Securities, Ltd. 710.10%3.01%18.93%Q4 2018Q3 202317
Dorsey Wright & Associates 910.01%0.61%1.16%Q2 2013Q3 202317
UBS AG 660.00%0.00%0.01%Q2 2013Q3 201417
WESTWOOD MANAGEMENT CORP /IL/ 1520.28%1.48%3.96%Q1 2016Q3 202017
Snowden Capital Advisors LLC 810.00%0.02%0.04%Q3 2018Q3 202317
Texan Capital Management 17170.16%0.88%1.23%Q4 2013Q4 201717
Ellevest, Inc. 1610.01%0.06%0.13%Q2 2019Q3 202317
Forester Capital Management, LTD 17170.14%0.21%0.32%Q2 2013Q2 201717
EDMOND DE ROTHSCHILD HOLDING S.A. 1160.00%0.00%0.00%Q1 2018Q3 202217
FIDUCIARY TRUST CO 1210.00%0.01%0.01%Q2 2017Q3 202316
Column Capital Advisors, LLC 16160.00%0.01%0.02%Q4 2019Q3 202316
NOMURA HOLDINGS INC 990.00%0.20%1.07%Q4 2012Q4 201416
Principal Street Partners, LLC 740.04%0.11%0.23%Q2 2019Q3 202316
Fiera Capital Corp 1420.00%0.04%0.17%Q4 2013Q4 201716
Prestige Wealth Management Group LLC 1510.00%0.00%0.01%Q4 2018Q3 202316
Ethic Inc. 16160.14%0.24%0.40%Q4 2019Q3 202316
LAKE STREET ADVISORS GROUP, LLC 16160.02%0.05%0.16%Q4 2017Q3 202116
COMERICA SECURITIES,INC. 1240.01%0.03%0.06%Q1 2019Q3 202316
ELCO Management Co., LLC 1220.12%0.17%0.24%Q3 2017Q4 202116
HighMark Wealth Management LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
Marks Group Wealth Management, Inc 16160.03%0.10%0.23%Q4 2019Q3 202316
Benson Investment Management Company, Inc. 16160.20%0.21%0.24%Q4 2016Q3 202016
GQG Partners LLC 16161.22%2.35%3.84%Q4 2016Q3 202016
Community Financial Services Group, LLC 710.01%0.13%0.30%Q2 2013Q3 202316
BRINKER CAPITAL INC 16160.04%0.33%0.44%Q3 2016Q2 202016
AE Wealth Management LLC 1410.00%0.00%0.01%Q2 2019Q3 202316
Gemmer Asset Management LLC 1330.00%0.00%0.00%Q1 2018Q1 202216
Stonebridge Capital Advisors LLC 1150.00%0.01%0.01%Q2 2019Q3 202316
Sugarloaf Wealth Management, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
Venturi Wealth Management, LLC 1420.03%0.06%0.09%Q4 2018Q3 202316
Virtu KCG Holdings LLC 16160.01%0.08%0.27%Q3 2013Q2 201716
CAPTRUST FINANCIAL ADVISORS 16160.01%0.25%0.55%Q4 2019Q3 202316
Asset Dedication, LLC 1050.00%0.04%0.09%Q4 2019Q3 202315
OFI Advisors LLC 1140.01%0.01%0.02%Q3 2011Q3 201515
Daniel Devine & Co 15150.78%1.02%1.32%Q4 2014Q2 201815
HBK Sorce Advisory LLC 510.01%0.02%0.04%Q1 2017Q3 202315
MSI Financial Services Inc 15150.00%0.01%0.03%Q2 2013Q4 201615
Proficio Capital Partners LLC 15150.02%0.06%0.10%Q4 2015Q2 201915
Capital Investment Advisory Services, LLC 740.02%0.03%0.04%Q4 2018Q3 202315
CAPITAL INSIGHT PARTNERS, LLC 15150.30%0.54%0.90%Q3 2018Q1 202215
OSAIC HOLDINGS, INC. 15150.01%0.01%0.02%Q1 2020Q3 202315
Advisor Group, Inc. 15150.02%0.02%0.02%Q2 2016Q4 201915
Jacobi Capital Management LLC 1050.00%0.04%0.08%Q2 2016Q3 202115
Nicollet Investment Management, Inc. 15151.42%1.77%2.27%Q2 2018Q4 202115
Quantitative Investment Management, LLC 410.02%0.10%0.24%Q3 2013Q2 202115
REGENTATLANTIC CAPITAL LLC 1410.01%0.02%0.03%Q4 2014Q4 202115
Cerity Partners LLC 810.01%0.01%0.03%Q3 2017Q3 202315
Vanguard Personalized Indexing Management, LLC 15150.05%0.13%0.35%Q1 2020Q3 202315
Wealth Alliance 15150.05%0.16%0.42%Q1 2020Q3 202315
STEVENS CAPITAL MANAGEMENT LP 310.01%0.09%0.28%Q2 2013Q3 202015
Rosenberg Matthew Hamilton 15150.02%0.06%0.13%Q1 2020Q3 202315
Disciplined Investments, LLC 15150.00%0.01%0.01%Q4 2019Q2 202315
MOODY NATIONAL BANK TRUST DIVISION 15150.01%0.06%0.10%Q3 2018Q1 202215
PRICE T ROWE ASSOCIATES INC /MD/ 1050.00%0.00%0.00%Q2 2013Q3 202315
HARBOR INVESTMENT ADVISORY, LLC 15150.00%0.02%0.09%Q1 2020Q3 202315
PRUDENTIAL PLC 15150.01%0.01%0.03%Q2 2018Q4 202115
Calvert Investment Management, Inc. 15150.03%0.07%0.26%Q2 2013Q4 201615
Sonora Investment Management, LLC 14140.00%0.00%0.01%Q2 2018Q3 202114
Jefferies Group LLC 410.00%0.02%0.17%Q3 2013Q3 201914
Ellis Investment Partners, LLC 14140.01%0.01%0.02%Q2 2019Q3 202214
Mount Yale Investment Advisors, LLC 950.03%0.14%0.29%Q3 2019Q3 202314
BALYASNY ASSET MANAGEMENT L.P. 310.00%0.04%0.23%Q4 2013Q3 202214
SHINE INVESTMENT ADVISORY SERVICES INC 14140.04%0.06%0.07%Q2 2017Q3 202014
Financial Management Professionals, Inc. 14140.00%0.00%0.01%Q2 2020Q3 202314
EAGLE ASSET MANAGEMENT INC 540.00%0.00%0.00%Q3 2019Q3 202314
Stratos Wealth Partners, LTD. 410.00%0.01%0.05%Q3 2014Q3 202314
Ninety One UK Ltd 14140.00%0.00%0.00%Q2 2020Q3 202314
CLEARBRIDGE, LLC 1130.00%0.04%0.10%Q4 2013Q2 201814
NORTHROAD CAPITAL MANAGEMENT LLC 14142.63%3.17%3.71%Q2 2013Q3 201614
Virtu Financial LLC 210.02%0.09%0.66%Q2 2013Q1 202314
COMMERZBANK AKTIENGESELLSCHAFT /FI 510.00%0.01%0.02%Q2 2013Q3 201914
Timber Hill LLC 910.00%0.06%0.81%Q3 2013Q2 201814
Endurance Wealth Management, Inc. 14140.00%0.00%0.00%Q1 2020Q2 202314
MOTCO 710.00%0.00%0.01%Q2 2013Q3 202314
Laffer Tengler Investments, Inc. 14140.02%0.04%0.07%Q2 2020Q3 202314
RITHOLTZ WEALTH MANAGEMENT 14140.02%0.05%0.09%Q2 2020Q3 202314
Independent Portfolio Consultants, Inc. 14140.04%0.17%0.27%Q1 2014Q2 201714
JANICZEK WEALTH MANAGEMENT, LLC 14140.00%0.09%0.18%Q2 2020Q3 202314
Brinker Capital Investments, LLC 1040.00%0.04%0.20%Q1 2019Q4 202214
Marquette Asset Management, LLC 14140.02%0.03%0.04%Q1 2019Q2 202214
OLD MISSION CAPITAL LLC 310.05%0.66%2.63%Q1 2015Q3 202314
Qtron Investments LLC 14140.08%0.22%0.36%Q2 2020Q3 202314
Allworth Financial LP 1110.00%0.00%0.00%Q2 2016Q3 202314
MASSMUTUAL TRUST CO FSB/ADV 1040.00%0.01%0.02%Q1 2014Q3 201714
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 14140.06%0.06%0.09%Q4 2015Q1 201914
Bartlett & Co. LLC 810.00%0.00%0.00%Q3 2013Q4 202313
KANALY TRUST CO 13130.00%0.01%0.02%Q4 2013Q4 201613
CI INVESTMENTS INC. 13130.00%0.00%0.00%Q3 2020Q3 202313
CREDIT AGRICOLE S A 1210.00%0.00%0.01%Q4 2017Q2 202113
WOLVERINE ASSET MANAGEMENT LLC 310.00%0.02%0.08%Q2 2013Q2 201813
Hartford Financial Management Inc. 1120.00%0.00%0.01%Q2 2014Q4 201913
Vigilant Capital Management, LLC 1010.00%0.02%0.02%Q2 2018Q4 202213
Ancora Advisors LLC 1110.00%0.00%0.00%Q4 2016Q4 202213
Lenox Wealth Management, Inc. 13131.16%1.78%2.11%Q2 2017Q2 202013
First Allied Advisory Services, Inc. 710.01%0.01%0.03%Q4 2015Q3 202013
BNP Paribas Asset Management Holding S.A. 13130.04%0.07%0.13%Q4 2016Q4 201913
Dynamic Technology Lab Private Ltd 210.04%0.15%0.51%Q1 2012Q3 202313
EXENCIAL WEALTH ADVISORS, LLC 1210.01%0.06%0.08%Q1 2013Q3 202313
Cordasco Financial Network 1210.00%0.01%0.01%Q2 2018Q4 202113
BTC Capital Management, Inc. 720.03%0.07%0.13%Q3 2015Q4 202113
Mirador Capital Partners LP 13130.38%0.61%0.85%Q1 2019Q1 202213
Qube Research & Technologies Ltd 410.00%0.07%0.43%Q1 2018Q3 202313
FNY Investment Advisers, LLC 320.00%0.32%1.10%Q3 2018Q4 202213
Arden Trust Co 760.19%0.24%0.41%Q2 2019Q4 202313
EVOKE WEALTH, LLC 13130.00%0.01%0.03%Q3 2019Q3 202213
Key FInancial Inc 1210.00%0.00%0.01%Q1 2020Q3 202313
Hexagon Capital Partners LLC 13130.02%0.03%0.06%Q3 2020Q3 202313
EQUITABLE TRUST CO 13130.02%0.03%0.04%Q2 2019Q2 202213
VALLEY NATIONAL ADVISERS INC 910.00%0.00%0.00%Q1 2015Q3 202313
NAVELLIER & ASSOCIATES INC 13130.00%0.02%0.04%Q3 2012Q3 201513
Dash Acquisitions Inc. 12122.75%3.65%4.47%Q4 2020Q3 202312
Elkfork Partners LLC 12120.00%0.02%0.03%Q4 2016Q3 201912
RUSSELL FRANK CO/ 12120.11%0.16%0.19%Q2 2013Q1 201612
THOMPSON DAVIS & CO., INC. 1110.01%0.04%0.08%Q3 2014Q3 201712
JONES FINANCIAL COMPANIES LLLP 820.00%0.00%0.00%Q2 2013Q3 202312
UNIO CAPITAL LLC 12124.96%5.40%5.77%Q4 2017Q3 202012
FARMERS & MERCHANTS INVESTMENTS INC 910.00%0.00%0.00%Q2 2013Q3 202312
B. Riley Wealth Advisors, Inc. 510.00%0.01%0.03%Q2 2014Q3 202312
Kestra Advisory Services, LLC 12120.00%0.01%0.02%Q4 2020Q3 202312
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 840.00%0.00%0.00%Q2 2020Q3 202312
TRILLIUM ASSET MANAGEMENT, LLC 930.01%0.17%0.26%Q4 2016Q1 202012
NOMURA ASSET MANAGEMENT CO LTD 930.00%0.00%0.01%Q2 2019Q3 202312
Meadow Creek Investment Management LLC 12120.00%0.02%0.03%Q4 2016Q3 201912
Harel Insurance Investments & Financial Services Ltd. 810.00%0.01%0.02%Q2 2016Q4 202112
WINDACRE PARTNERSHIP LLC 12122.94%4.87%6.23%Q4 2020Q3 202312
Zions Bancorporation 1110.00%0.01%0.02%Q1 2015Q1 201812
Landsberg, Bennett, & Dubbaneh LLC 12120.20%0.39%0.47%Q4 2018Q3 202112
DUFF & PHELPS INVESTMENT MANAGEMENT CO 12120.03%0.08%0.10%Q3 2016Q2 201912
MGO ONE SEVEN LLC 610.03%0.10%0.21%Q4 2017Q3 202312
BRANDYWINE OAK PRIVATE WEALTH LLC 750.02%0.04%0.05%Q4 2018Q4 202112
Cetera Investment Advisers 12120.01%0.01%0.01%Q4 2020Q3 202312
Tyers Asset Management LLC 12120.00%0.02%0.03%Q4 2016Q3 201912
BANK OF NOVA SCOTIA 910.00%0.00%0.01%Q1 2018Q3 202312
BECKER CAPITAL MANAGEMENT INC 12120.82%1.01%1.14%Q4 2020Q3 202312
Legacy Wealth Asset Management, LLC 12120.18%0.80%1.50%Q4 2020Q3 202312
NORTHWEST INVESTMENT COUNSELORS, LLC 810.00%0.01%0.01%Q3 2017Q3 202312
MEEDER ASSET MANAGEMENT INC 12120.00%0.00%0.01%Q4 2019Q3 202212
Berman Capital Advisors, LLC 12120.01%0.01%0.02%Q4 2018Q3 202112
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
First Trust Direct Indexing L.P. 12120.15%0.20%0.29%Q4 2020Q3 202312
Madison Asset Management, LLC 12120.04%0.05%0.07%Q4 2020Q3 202312
Glen Harbor Capital Management LLC 12120.00%0.03%0.04%Q4 2016Q3 201912
Cetera Advisor Networks LLC 410.00%0.01%0.02%Q3 2016Q3 202312
BANK OF HAWAII 12120.02%0.02%0.02%Q4 2020Q3 202312
Hollow Brook Wealth Management LLC 12120.49%0.86%1.09%Q4 2020Q3 202312
CARILLON TOWER ADVISERS, INC. 12120.04%0.07%0.11%Q1 2018Q4 202012
Rock Point Advisors, LLC 12120.98%1.63%2.08%Q4 2020Q3 202312
LIBERTY WEALTH MANAGEMENT LLC 12120.01%0.03%0.04%Q4 2018Q3 202112
ExodusPoint Capital Management, LP 610.00%0.01%0.03%Q3 2019Q2 202312
TECTONIC ADVISORS LLC 12120.04%0.07%0.16%Q4 2020Q3 202312
RWA WEALTH PARTNERS, LLC 12120.03%0.03%0.04%Q3 2017Q2 202012
ROTHSCHILD INVESTMENT LLC /IL 12120.02%0.04%0.04%Q3 2014Q2 201712
Tidal Investments LLC 1010.00%0.67%2.40%Q4 2018Q1 202312
Calamos Advisors LLC 830.00%0.05%0.48%Q2 2013Q3 202311
Harrington Investments, INC 410.13%0.15%0.17%Q1 2018Q3 202311
Verition Fund Management LLC 310.00%0.05%0.38%Q2 2014Q3 202311
SEVEN EIGHT CAPITAL, LP 110.00%0.16%0.55%Q4 2013Q3 202311
COMERICA SECURITIES INC 11110.04%0.06%0.10%Q2 2016Q4 201811
WESBANCO BANK INC 740.14%0.17%0.19%Q1 2016Q4 201811
COERENTE CAPITAL MANAGEMENT 11111.93%2.89%3.58%Q1 2021Q3 202311
River Road Asset Management, LLC 510.00%0.00%0.01%Q3 2017Q4 202011
Apriem Advisors 910.01%0.01%0.01%Q3 2014Q2 201811
GABELLI FUNDS LLC 11110.01%0.01%0.01%Q1 2021Q3 202311
GREAT VALLEY ADVISOR GROUP, INC. 810.01%0.03%0.06%Q2 2019Q2 202311
Rafferty Asset Management, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
Spire Wealth Management 11110.00%0.01%0.01%Q1 2021Q3 202311
Howard Capital Management Group, LLC 11110.03%0.04%0.05%Q1 2021Q3 202311
MinichMacGregor Wealth Management, LLC 11110.00%0.01%0.01%Q1 2016Q3 201811
HANCOCK WHITNEY CORP 910.01%0.02%0.03%Q3 2018Q3 202311
CT Financial Advisors LLC 1010.00%0.00%0.01%Q1 2014Q1 201711
BOSTON ADVISORS LLC 1010.01%0.02%0.06%Q2 2013Q3 201711
American Research & Management Co. 11110.00%0.01%0.01%Q2 2013Q4 201511
Veritas Investment Partners (UK) Ltd. 11110.00%0.00%0.00%Q1 2021Q3 202311
Summit Global Investments 11110.08%0.11%0.14%Q1 2018Q3 202011
UNITED SERVICES AUTOMOBILE ASSOCIATION 740.00%0.00%0.01%Q2 2013Q3 201911
BlackRock Investment Management, LLC 810.00%0.00%0.00%Q2 2013Q3 201611
TRUEWEALTH LLC 11110.00%0.00%0.03%Q4 2017Q2 202011
Mission Creek Capital Partners, Inc. 1010.05%0.10%0.20%Q4 2019Q2 202311
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.01%0.01%Q2 2018Q3 202010
ICICI Prudential Asset Management Co Ltd 10100.27%1.52%3.56%Q4 2020Q1 202310
Transamerica Financial Advisors, Inc. 640.00%0.00%0.01%Q1 2015Q3 202310
MITCHELL & PAHL PRIVATE WEALTH, LLC 10100.15%0.23%0.37%Q2 2021Q3 202310
WESTPORT RESOURCES MANAGEMENT INC 730.00%0.00%0.00%Q2 2013Q3 201610
RATIONAL ADVISORS LLC 510.01%0.08%0.63%Q1 2009Q4 201310
West Family Investments, Inc. 10100.11%0.20%0.30%Q2 2021Q3 202310
CoreFirst Bank & Trust 10100.01%0.01%0.01%Q4 2020Q1 202310
Whitnell & Co. 610.00%0.01%0.01%Q2 2013Q2 201810
First Affirmative Financial Network 10100.58%0.70%0.78%Q3 2021Q4 202310
Lumature Wealth Partners, LLC 10100.01%0.03%0.05%Q1 2021Q2 202310
Dana Investment Advisors, Inc. 10100.01%0.02%0.03%Q4 2019Q1 202210
Azimuth Capital Management LLC 640.10%0.38%0.65%Q2 2013Q3 202010
Personal Capital Advisors Corp 10100.00%0.00%0.00%Q3 2019Q4 202110
Employees Retirement System of Texas 10100.01%0.04%0.10%Q2 2021Q3 202310
West Oak Capital, LLC 910.00%0.00%0.02%Q4 2014Q3 202010
Evercore Wealth Management, LLC 10100.02%0.02%0.03%Q2 2013Q3 201510
BREMER TRUST NATIONAL ASSOCIATION 810.02%0.09%0.12%Q2 2013Q4 201810
GEORGE KAISER FAMILY FOUNDATION 910.08%0.36%0.72%Q3 2019Q3 202210
Pacifica Partners Inc. 10100.00%0.00%0.01%Q2 2020Q3 202210
Hirtle Callaghan & Co LLC 510.00%0.04%0.10%Q3 2013Q4 202210
MATHER GROUP, LLC. 10100.01%0.01%0.03%Q4 2019Q1 202210
Human Investing LLC 10100.00%0.00%0.01%Q4 2018Q1 202110
Taylor Hoffman Wealth Management 910.05%0.07%0.09%Q4 2017Q2 202010
CIBC BANK USA 730.03%0.05%0.06%Q2 2013Q2 201710
Bayesian Capital Management, LP 310.05%0.31%0.85%Q4 2015Q2 202310
Intellectus Partners, LLC 10100.01%0.07%0.26%Q4 2016Q1 201910
Apex Capital Management 10100.01%0.01%0.02%Q4 2013Q1 201610
FineMark National Bank & Trust 10100.03%0.06%0.19%Q2 2013Q3 201510
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
Point72 Asset Management, L.P. 410.00%0.00%0.04%Q2 2014Q3 202310
High Note Wealth, LLC 730.07%0.23%0.35%Q4 2020Q3 202310
ADVISORY RESEARCH INC 10100.00%0.01%0.01%Q2 2017Q3 201910
Gradient Investments LLC 910.00%0.00%0.00%Q1 2020Q3 202310
CSat Investment Advisory, L.P. 10100.15%1.08%2.87%Q2 2018Q3 202010
Retirement Group, LLC 910.00%0.00%0.00%Q4 2019Q2 202210
Perkins Coie Trust Co 910.00%0.00%0.00%Q2 2019Q3 202310
Prudent Man Advisors, LLC 730.08%0.11%0.21%Q2 2020Q3 202310
PRELUDE CAPITAL MANAGEMENT, LLC 310.00%0.06%0.23%Q2 2013Q2 202110
Stonehage Fleming Financial Services Holdings Ltd 10100.01%0.03%0.05%Q1 2017Q2 201910
Alaethes Wealth LLC 10100.00%0.61%0.92%Q2 2021Q3 202310
Bollard Group LLC 820.00%0.00%0.00%Q2 2020Q3 202310
DAVENPORT & Co LLC 10100.02%0.02%0.03%Q2 2021Q3 202310
GRATRY & Co LLC 10101.20%3.04%3.76%Q4 2015Q1 201810
BLUE SQUARE ASSET MANAGEMENT, LLC 510.15%0.38%0.70%Q3 2019Q3 20239
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 510.02%0.02%0.02%Q2 2014Q3 20189
CAPITAL ONE, NATIONAL ASSOCIATION 540.02%0.04%0.05%Q2 2013Q2 20189
Impax Asset Management Group plc 990.01%0.01%0.02%Q1 2020Q1 20229
Saratoga Research & Investment Management 990.02%0.04%0.06%Q3 2021Q3 20239
Vontobel Swiss Wealth Advisors AG 990.18%0.31%0.40%Q2 2019Q2 20219
Trexquant Investment LP 210.02%0.07%0.18%Q3 2015Q1 20239
ALLIANCEBERNSTEIN L.P. 410.00%0.00%0.00%Q3 2013Q3 20239
DIXON HUBARD FEINOUR & BROWN INC/VA 420.04%0.07%0.09%Q3 2017Q1 20219
Institute for Wealth Management, LLC. 990.04%0.05%0.06%Q3 2020Q3 20229
180 WEALTH ADVISORS, LLC 990.10%0.13%0.16%Q4 2017Q4 20199
Financial & Tax Architects, LLC 540.09%0.12%0.16%Q2 2021Q3 20239
AMERICAN NATIONAL BANK 330.00%0.01%0.02%Q3 2015Q3 20239
JANUS HENDERSON GROUP PLC 990.00%0.00%0.00%Q3 2021Q3 20239
Global Wealth Management Investment Advisory, Inc. 810.00%0.00%0.01%Q4 2018Q1 20229
MILES CAPITAL, INC. 710.13%0.16%0.20%Q4 2016Q4 20199
BELLEVUE ASSET MANAGEMENT, LLC 990.02%0.02%0.03%Q4 2019Q4 20219
American Trust Investment Advisors, LLC 410.13%0.33%1.64%Q4 2014Q3 20239
CONNABLE OFFICE INC 630.08%0.19%0.52%Q2 2013Q1 20179
BRADLEY FOSTER & SARGENT INC/CT 990.02%0.45%1.31%Q2 2013Q2 20159
Icon Wealth Partners, LLC 410.03%0.05%0.10%Q4 2017Q3 20239
DSM CAPITAL PARTNERS LLC 630.00%0.45%2.12%Q2 2013Q3 20239
Timber Creek Capital Management LLC 991.01%1.66%1.97%Q3 2021Q3 20239
Castleview Partners, LLC 810.00%0.01%0.04%Q2 2021Q3 20239
JFS WEALTH ADVISORS, LLC 810.00%0.00%0.01%Q2 2014Q3 20239
MMA ASSET MANAGEMENT LLC 540.17%0.20%0.24%Q4 2020Q3 20239
ATLAS CAPITAL ADVISORS LLC 630.00%0.01%0.01%Q1 2021Q3 20239
VICTORY CAPITAL MANAGEMENT INC 630.00%0.13%0.38%Q4 2014Q3 20239
SCHARF INVESTMENTS, LLC 631.71%3.33%3.84%Q1 2015Q2 20179
MARSHALL WACE, LLP 810.00%0.06%0.13%Q3 2018Q4 20229
DELTA ASSET MANAGEMENT LLC/TN 990.00%0.00%0.00%Q1 2017Q1 20199
Addison Advisors LLC 990.00%0.08%0.16%Q3 2021Q3 20239
Euclid Advisors LLC 720.03%1.40%6.14%Q2 2013Q4 20169
Capital Group Private Client Services, Inc. 990.02%0.07%0.15%Q3 2021Q3 20239
DUBUQUE BANK & TRUST CO 810.00%0.11%0.20%Q4 2015Q1 20229
Barnett & Company, Inc. 630.00%0.01%0.02%Q1 2016Q1 20209
Beacon Pointe Advisors, LLC 990.01%0.01%0.02%Q3 2021Q3 20239
Vontobel Holding Ltd. 990.00%0.01%0.01%Q3 2021Q3 20239
Koss-Olinger Consulting, LLC 540.03%0.12%0.25%Q1 2021Q3 20239
MANAGED ACCOUNT ADVISORS LLC 990.06%0.10%0.14%Q2 2013Q2 20159
Seascape Capital Management 990.27%1.10%1.48%Q4 2019Q4 20219
VONTOBEL ASSET MANAGEMENT INC 990.03%0.04%0.04%Q4 2015Q4 20179
SevenBridge Financial Group, LLC 990.05%0.22%0.36%Q3 2021Q3 20239
Manchester Capital Management LLC 510.00%0.01%0.03%Q1 2014Q2 20219
WRIGHT INVESTORS SERVICE INC 720.26%0.43%0.63%Q2 2013Q3 20179
CITY HOLDING CO 720.00%0.02%0.02%Q4 2013Q3 20169
ALTFEST L J & CO INC 990.18%0.24%0.32%Q1 2019Q1 20219
Northwest Bancshares, Inc. 990.06%0.90%1.37%Q4 2018Q4 20209
IBERIABANK CORP 810.03%0.06%0.22%Q1 2013Q2 20209
Keel Point, LLC 540.02%0.04%0.05%Q1 2021Q3 20239
Allen Investment Management, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
VOLORIDGE INVESTMENT MANAGEMENT, LLC 210.00%0.09%0.26%Q3 2015Q4 20228
Holocene Advisors, LP 620.08%0.73%1.54%Q1 2018Q3 20208
EverSource Wealth Advisors, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
COOKSON PEIRCE & CO INC 320.02%0.03%0.05%Q2 2017Q3 20208
Dynamic Capital Management Ltd 210.08%0.36%1.30%Q2 2013Q2 20198
DUNCKER STREETT & CO INC 410.00%0.00%0.01%Q2 2013Q3 20238
SCHWARTZ INVESTMENT COUNSEL INC 880.98%1.21%1.50%Q1 2020Q4 20218
Eudaimonia Partners, LLC 410.00%0.03%0.07%Q4 2019Q3 20238
NorthCoast Asset Management LLC 530.03%0.10%0.18%Q2 2017Q3 20218
Schonfeld Strategic Advisors LLC 310.01%0.02%0.04%Q3 2019Q3 20238
Westside Investment Management, Inc. 880.01%0.01%0.01%Q4 2016Q3 20188
Voit & Company, LLC 660.01%1.64%3.47%Q4 2018Q1 20208
Strategic Wealth Partners, Ltd. 610.00%0.40%0.77%Q1 2018Q1 20238
FourThought Financial, LLC 880.02%0.04%0.05%Q4 2020Q3 20228
Private Wealth Partners, LLC 880.07%0.13%0.15%Q1 2019Q4 20208
CNB Bank 710.00%0.02%0.08%Q4 2017Q1 20228
Hummer Financial Advisory Services Inc 710.21%0.26%0.33%Q4 2019Q4 20218
JENNISON ASSOCIATES LLC 880.04%0.14%0.41%Q1 2019Q4 20208
CAMBRIDGE TRUST CO 880.00%0.00%0.00%Q4 2021Q3 20238
Wealthspire Advisors, LLC 610.01%0.02%0.04%Q4 2018Q3 20218
DEARBORN PARTNERS LLC 880.01%0.01%0.01%Q4 2020Q3 20228
Twelve Points Wealth Management LLC 880.29%0.49%0.96%Q4 2021Q3 20238
ALLEGHANY CORP /DE 880.09%2.32%3.36%Q2 2013Q1 20158
Stokes Family Office, LLC 410.03%0.06%0.09%Q2 2021Q3 20238
Hansberger Growth Investors, LP 884.07%4.67%5.08%Q4 2018Q3 20208
Forum Financial Management, LP 880.04%0.06%0.11%Q4 2021Q3 20238
Value Partners Investments Inc. 620.02%0.21%1.24%Q2 2020Q3 20238
ICC CAPITAL MANAGEMENT INC/ 880.17%0.27%0.37%Q2 2013Q1 20158
TSFG, LLC 880.00%0.00%0.00%Q1 2019Q4 20208
OneAscent Financial Services LLC 410.05%0.22%0.51%Q2 2019Q3 20238
Old North State Trust, LLC 530.04%0.06%0.07%Q4 2020Q1 20238
SAL Trading, LLC 220.16%3.42%10.24%Q1 2022Q1 20238
Bell Investment Advisors, Inc 620.00%0.00%0.00%Q3 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Estabrook Capital Management 880.00%0.00%0.00%Q4 2021Q3 20238
Firestone Capital Management 880.00%0.00%0.00%Q4 2019Q3 20218
Sullivan, Bruyette, Speros & Blaney, LLC 880.01%0.01%0.01%Q2 2019Q1 20218
Western Wealth Management, LLC 880.02%0.02%0.02%Q4 2021Q3 20238
BOSTON PRIVATE BANK & TRUST CO 880.01%0.01%0.01%Q2 2013Q1 20158
Dougherty Wealth Advisers LLC 880.06%0.08%0.10%Q4 2018Q3 20208
Investors Research Corp 620.00%0.00%0.00%Q1 2019Q4 20228
COLONY GROUP LLC 620.01%0.02%0.03%Q3 2017Q3 20238
NorthCrest Asset Manangement, LLC 880.33%0.39%0.47%Q4 2021Q3 20238
SOUTH TEXAS MONEY MANAGEMENT LTD 610.01%0.71%1.62%Q4 2013Q3 20198
Angeles Investment Advisors, LLC 440.02%0.03%0.05%Q3 2021Q3 20238
CBIZ Investment Advisory Services, LLC 880.00%0.01%0.01%Q4 2019Q3 20218
DMC Group, LLC 880.30%0.51%0.73%Q4 2021Q3 20238
Pine Haven Investment Counsel, Inc 880.27%0.32%0.40%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.01%0.02%0.02%Q4 2021Q3 20238
EMORY UNIVERSITY 880.00%0.00%0.00%Q1 2012Q4 20138
Baird Financial Group, Inc. 710.00%0.01%0.01%Q1 2019Q3 20238
Schechter Investment Advisors, LLC 880.06%0.15%0.25%Q4 2021Q3 20238
Sowell Financial Services LLC 710.00%0.01%0.02%Q4 2016Q1 20218
TD Waterhouse Canada Inc. 880.01%0.01%0.01%Q4 2021Q3 20238
FORA Capital, LLC 210.06%0.15%0.42%Q2 2020Q3 20238
Winfield Associates, Inc. 880.01%0.02%0.02%Q1 2016Q4 20178
FOX RUN MANAGEMENT, L.L.C. 210.12%0.21%0.29%Q1 2016Q2 20228
Bond & Devick Financial Network, Inc. 530.14%0.19%0.26%Q4 2020Q3 20238
UMB Bank, n.a. 880.00%0.00%0.01%Q4 2021Q3 20238
Waverly Advisors, LLC 510.00%0.01%0.04%Q3 2013Q4 20178
LEVEL FOUR ADVISORY SERVICES, LLC 880.04%0.07%0.10%Q4 2016Q3 20188
West Coast Financial LLC 710.09%0.58%1.17%Q2 2013Q4 20158
Washington Trust Advisors, Inc. 880.00%0.00%0.01%Q4 2021Q3 20238
PARADIGM ASSET MANAGEMENT CO LLC 530.01%0.37%0.75%Q3 2021Q3 20238
CHANNING GLOBAL ADVISORS, LLC 880.25%0.38%0.49%Q4 2021Q3 20238
SALEM INVESTMENT COUNSELORS INC 710.00%0.00%0.00%Q4 2016Q2 20228
Integrated Investment Consultants, LLC 410.00%0.14%0.30%Q3 2017Q3 20208
Progressive Investment Management Corp 880.00%0.04%0.23%Q2 2013Q1 20158
Ameritas Investment Partners, Inc. 880.00%0.00%0.00%Q4 2015Q3 20178
Lombard Odier Transatlantic Ltd 880.14%0.21%0.26%Q4 2014Q3 20168
AIGEN INVESTMENT MANAGEMENT, LP 220.06%0.12%0.22%Q4 2019Q3 20238
WOLFF WIESE MAGANA LLC 880.01%0.02%0.02%Q4 2020Q3 20228
YOUSIF CAPITAL MANAGEMENT, LLC 880.02%0.03%0.03%Q4 2021Q3 20238
Vantage Investment Advisors, LLC 770.00%0.00%0.01%Q3 2016Q1 20187
Braun-Bostich & Associates Inc. 770.07%0.09%0.10%Q4 2017Q2 20197
Weaver Consulting Group 770.00%0.00%0.01%Q1 2019Q3 20207
Selective Wealth Management, Inc. 430.00%0.01%0.02%Q3 2019Q3 20227
NEW ENGLAND SECURITIES CORP /MA/ 770.00%0.01%0.01%Q2 2013Q4 20147
Sands Capital Management 770.01%0.03%0.05%Q2 2013Q4 20147
I.G. INVESTMENT MANAGEMENT, LTD. 770.01%0.01%0.01%Q3 2013Q1 20157
Banco Santander, S.A. 520.00%0.01%0.03%Q1 2020Q3 20237
DAVIS R M INC 430.01%0.01%0.02%Q4 2013Q3 20237
Alyeska Investment Group, L.P. 210.02%0.35%1.45%Q2 2013Q4 20227
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 770.10%0.11%0.11%Q2 2013Q4 20147
Hardman Johnston Global Advisors LLC 430.66%1.24%1.67%Q2 2013Q3 20207
Perigon Wealth Management, LLC 310.01%0.01%0.02%Q3 2016Q3 20237
PDS Planning, Inc 430.04%0.06%0.07%Q2 2021Q3 20237
Polaris Wealth Advisory Group, LLC 510.00%0.30%0.49%Q1 2018Q3 20237
MONTAG A & ASSOCIATES INC 770.00%0.00%0.00%Q1 2022Q3 20237
CANANDAIGUA NATIONAL BANK & TRUST CO 770.04%0.05%0.07%Q1 2018Q3 20197
BOWEN HANES & CO INC 770.10%0.56%0.68%Q2 2013Q4 20147
FIDUCIARY MANAGEMENT INC /WI/ 771.45%2.09%2.49%Q1 2022Q3 20237
ABERDEEN ASSET MANAGEMENT PLC/UK 770.01%0.01%0.02%Q4 2015Q2 20177
MCF Advisors LLC 770.00%0.00%0.00%Q2 2015Q4 20167
BLACKROCK ADVISORS LLC 770.00%0.00%0.03%Q2 2013Q4 20147
Tradewinds Global Investors, LLC 770.49%1.07%2.51%Q1 2015Q3 20167
HAZLETT, BURT & WATSON, INC. 770.06%0.07%0.07%Q1 2022Q3 20237
Integrated Wealth Management 770.00%0.00%0.01%Q1 2015Q3 20167
HANSEATIC MANAGEMENT SERVICES INC 770.00%0.00%0.01%Q1 2017Q3 20187
WFG Advisors, LP 770.00%0.00%0.00%Q2 2013Q4 20147
Opera Trading Capital 610.00%0.00%0.00%Q4 2016Q3 20187
Beaird Harris Wealth Management, LLC 610.00%0.00%0.01%Q4 2021Q3 20237
Clark Capital Management Group, Inc. 520.02%0.54%0.99%Q1 2015Q3 20207
Riverwater Partners LLC 770.30%0.37%0.47%Q2 2022Q4 20237
Newbridge Financial Services Group, Inc. 770.00%0.01%0.02%Q3 2020Q1 20227
NewEdge Wealth, LLC 610.02%0.03%0.04%Q3 2021Q3 20237
Equitable Holdings, Inc. 520.00%0.00%0.01%Q2 2020Q1 20227
LCM Capital Management Inc 430.16%0.20%0.21%Q2 2021Q3 20237
Optiver Holding B.V. 520.00%0.01%0.02%Q1 2021Q3 20237
Marshall Wace North America L.P. 210.00%0.07%0.23%Q1 2017Q3 20217
Placemark Investments, Inc. 770.16%0.22%0.26%Q2 2013Q4 20147
SHAPIRO ROBERT N 770.00%0.00%0.02%Q2 2013Q4 20147
Sterling Investment Advisors, Ltd. 770.01%0.01%0.01%Q4 2020Q2 20227
Rockbridge Investment Management, LCC 770.00%0.00%0.00%Q2 2020Q4 20217
Fieldpoint Private Securities, LLC 770.01%0.02%0.03%Q4 2020Q2 20227
Vise Technologies, Inc. 770.17%0.26%0.32%Q1 2022Q3 20237
Charter Oak Capital Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
Total Clarity Wealth Management, Inc. 210.00%0.10%0.20%Q4 2019Q2 20227
Optas, LLC 430.08%0.11%0.13%Q4 2019Q3 20237
NTV ASSET MANAGEMENT LLC 770.43%0.49%0.61%Q4 2014Q2 20167
SeaCrest Wealth Management, LLC 610.00%0.00%0.01%Q4 2017Q2 20227
ATTICUS WEALTH MANAGEMENT, LLC 610.00%0.02%0.05%Q4 2019Q4 20217
Legacy Financial Advisors, Inc. 610.01%0.02%0.05%Q4 2017Q3 20237
Savior LLC 770.01%0.02%0.03%Q4 2019Q2 20217
Aperture Investors, LLC 770.09%0.13%0.18%Q1 2022Q3 20237
1919 Investment Counsel, LLC 660.17%0.31%0.42%Q2 2013Q3 20146
Arkadios Wealth Advisors 420.00%0.01%0.02%Q4 2019Q3 20216
Main Street Research LLC 660.60%0.68%0.77%Q2 2013Q3 20146
Blue Trust, Inc. 660.00%0.00%0.01%Q2 2022Q3 20236
TWO SIGMA INVESTMENTS, LP 310.00%0.06%0.11%Q2 2015Q3 20226
BECK CAPITAL MANAGEMENT, LLC 660.11%0.13%0.19%Q2 2019Q3 20206
Bank Julius Baer & Co. Ltd, Zurich 660.00%0.00%0.00%Q3 2020Q4 20216
WBI INVESTMENTS, LLC 310.18%0.35%0.63%Q3 2013Q1 20166
XTX Topco Ltd 310.10%0.16%0.21%Q1 2021Q1 20236
IEQ CAPITAL, LLC 410.01%0.01%0.01%Q3 2021Q3 20236
Glenview Trust Co 110.03%0.88%1.47%Q4 2008Q4 20136
GAMCO INVESTORS, INC. ET AL 660.00%0.00%0.01%Q1 2021Q2 20226
Lansing Street Advisors 660.00%0.01%0.01%Q1 2022Q2 20236
Jane Street Holding, LLC 330.01%0.05%0.11%Q2 2013Q4 20136
Orion Portfolio Solutions, LLC 330.00%0.04%0.10%Q4 2019Q3 20236
Naviter Wealth, LLC 660.37%0.41%0.50%Q2 2022Q3 20236
TCW GROUP INC 660.02%0.03%0.06%Q2 2019Q3 20206
Stifel Trust Company, N.A. 660.87%0.95%1.01%Q2 2013Q3 20146
THRIVENT FINANCIAL FOR LUTHERANS 210.00%0.00%0.00%Q2 2013Q3 20236
FIRST INTERSTATE BANK 660.00%0.00%0.00%Q3 2015Q4 20166
KING LUTHER CAPITAL MANAGEMENT CORP 310.00%0.00%0.00%Q4 2019Q3 20236
COLRAIN CAPITAL LLC 330.02%0.09%0.18%Q1 2014Q3 20156
BlackRock Fund Advisors 660.00%0.00%0.00%Q2 2013Q3 20146
Ferris Capital, LLC 510.00%0.00%0.01%Q2 2017Q1 20196
Eagle Bay Advisors LLC 660.02%0.03%0.04%Q2 2022Q3 20236
Monte Financial Group, LLC 660.22%0.37%0.48%Q4 2020Q1 20226
Mutual Advisors, LLC 330.02%0.02%0.03%Q2 2019Q4 20206
ORBIS HOLDINGS LTD 420.00%0.07%0.12%Q2 2013Q4 20156
ALBION FINANCIAL GROUP /UT 510.00%0.00%0.00%Q4 2020Q2 20226
Watermark Asset Management, Inc. 660.00%0.00%0.01%Q2 2017Q3 20186
CVA Family Office, LLC 310.00%0.01%0.01%Q2 2021Q2 20236
Stonegate Investment Group, LLC 660.01%0.01%0.02%Q2 2022Q3 20236
Liberty Mutual Group Asset Management Inc. 310.01%0.02%0.05%Q2 2015Q3 20186
Ironwood Financial, llc 660.01%0.01%0.01%Q3 2018Q4 20196
IMPAX ASSET MANAGEMENT LLC 660.08%0.11%0.17%Q2 2013Q3 20146
RPg Family Wealth Advisory, LLC 510.01%0.02%0.03%Q4 2015Q3 20186
M Holdings Securities, Inc. 210.02%0.03%0.07%Q3 2014Q1 20236
AXXCESS WEALTH MANAGEMENT, LLC 660.02%0.03%0.05%Q2 2022Q3 20236
MITCHELL CAPITAL MANAGEMENT CO 660.09%0.12%0.16%Q3 2019Q4 20206
Baker Avenue Asset Management, LP 420.00%0.01%0.02%Q2 2018Q3 20236
OPTIMUM INVESTMENT ADVISORS 330.00%0.00%0.01%Q3 2019Q1 20236
AGF INVESTMENTS INC. 310.00%0.04%0.08%Q4 2013Q4 20196
FOUNDERS FINANCIAL SECURITIES LLC 660.07%0.11%0.14%Q2 2022Q3 20236
Concord Wealth Partners 660.00%0.01%0.01%Q1 2021Q2 20226
Sierra Capital LLC 660.04%0.04%0.06%Q1 2021Q2 20226
Fosun International Ltd 660.38%0.50%0.70%Q3 2021Q4 20226
InterOcean Capital Group, LLC 660.01%0.01%0.02%Q2 2022Q3 20236
Granahan Investment Management 660.01%0.03%0.04%Q3 2016Q4 20176
Farmers & Merchants Trust Co of Chambersburg PA 410.01%0.01%0.01%Q1 2019Q2 20236
BAKER TILLY WEALTH MANAGEMENT, LLC 660.11%0.19%0.27%Q2 2022Q3 20236
IHT Wealth Management, LLC 660.00%0.02%0.04%Q4 2016Q1 20186
HHM Wealth Advisors, LLC 660.00%0.00%0.01%Q2 2022Q3 20236
Soroban Capital Partners LP 510.06%5.46%9.14%Q1 2018Q3 20196
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 660.00%0.01%0.01%Q4 2013Q1 20156
TWO SIGMA ADVISERS, LP 310.00%0.01%0.04%Q2 2018Q3 20236
Concert Wealth Management Inc. 420.03%0.04%0.06%Q4 2013Q3 20156
CAROLINAS WEALTH CONSULTING LLC 420.00%0.00%0.00%Q2 2020Q3 20236
HERITAGE WEALTH MANAGEMENT, LLC 420.01%0.08%0.15%Q2 2021Q4 20226
BRANDES INVESTMENT PARTNERS, LP 660.05%0.44%0.62%Q2 2022Q3 20236
Horizon Investments, LLC 660.01%0.02%0.03%Q2 2022Q3 20236
MATRIX PRIVATE CAPITAL GROUP LLC 410.10%0.23%0.37%Q4 2019Q4 20216
SEI TRUST CO 320.00%0.08%0.32%Q2 2013Q3 20145
FRANKLIN STREET ADVISORS INC /NC 320.02%0.09%0.20%Q2 2013Q3 20235
CLEAR STREET MARKETS LLC 310.00%0.04%0.11%Q3 2013Q3 20235
ADVISOR PARTNERS II, LLC 550.07%0.14%0.20%Q3 2022Q3 20235
Ridgewood Investments LLC 210.03%0.14%0.28%Q1 2021Q2 20235
State of Wyoming 550.01%0.01%0.02%Q1 2021Q1 20225
Delos Wealth Advisors, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
SIT INVESTMENT ASSOCIATES INC 320.00%0.00%0.01%Q4 2013Q4 20175
Aaron Wealth Advisors LLC 410.01%0.04%0.06%Q1 2022Q3 20235
AVANTAX ADVISORY SERVICES, INC. 310.00%0.00%0.01%Q4 2019Q4 20215
RBF Capital, LLC 550.02%0.03%0.04%Q3 2021Q3 20225
Bell Bank 550.15%0.27%0.37%Q2 2013Q2 20145
EULAV Asset Management 550.25%0.26%0.28%Q2 2013Q2 20145
EP Wealth Advisors, LLC 550.01%0.01%0.01%Q2 2021Q2 20225
Ameritas Investment Company, LLC 310.00%0.00%0.01%Q1 2019Q1 20215
Procyon Advisors, LLC 320.03%0.09%0.20%Q4 2019Q3 20235
Convergence Investment Partners, LLC 410.00%0.05%0.09%Q2 2013Q1 20185
Sageworth Trust Co 410.00%0.01%0.01%Q1 2021Q1 20235
TODD ASSET MANAGEMENT LLC 210.06%0.15%0.28%Q2 2013Q1 20155
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.00%0.01%Q3 2020Q3 20235
Lombard Odier & Cie (Canada), Limited Partnership 550.05%0.20%0.30%Q2 2014Q2 20155
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 210.02%0.05%0.08%Q2 2013Q1 20155
IPG Investment Advisors LLC 410.11%0.15%0.18%Q1 2014Q2 20155
FIDUCIARY TRUST INTERNATIONAL LLC 550.12%0.91%1.50%Q2 2019Q2 20205
CIDEL ASSET MANAGEMENT INC 550.02%0.04%0.05%Q2 2018Q2 20195
Horan Capital Advisors, LLC. 210.02%0.02%0.03%Q3 2017Q3 20205
Act Two Investors LLC 551.26%1.54%1.76%Q4 2018Q4 20195
Wealthcare Advisory Partners LLC 550.02%0.02%0.02%Q1 2021Q1 20225
Daiwa Securities Group Inc. 550.00%0.00%0.01%Q3 2019Q3 20205
Blueshift Asset Management, LLC 210.01%0.06%0.13%Q4 2019Q3 20225
Woodline Partners LP 310.03%0.08%0.18%Q3 2021Q3 20235
CAPSTONE INVESTMENT ADVISORS, LLC 220.01%0.02%0.03%Q4 2013Q1 20145
Willingdon Wealth Management 550.00%0.02%0.03%Q1 2018Q1 20195
London & Capital Asset Management Ltd 550.10%0.25%0.39%Q4 2018Q4 20195
PRINCETON CAPITAL MANAGEMENT LLC 551.23%1.28%1.33%Q2 2013Q2 20145
Advisor OS, LLC 550.08%0.09%0.10%Q4 2020Q4 20215
Kore Private Wealth LLC 320.00%0.00%0.01%Q4 2018Q2 20205
Camarda Financial Advisors, LLC 320.01%0.05%0.15%Q1 2016Q2 20195
Graves Light Lenhart Wealth, Inc. 550.00%0.01%0.01%Q4 2020Q4 20215
BANCED CORP 550.22%0.28%0.32%Q4 2013Q4 20145
PFS INVESTMENTS INC. 550.06%0.10%0.13%Q2 2022Q2 20235
Piscataqua Savings Bank 550.01%0.02%0.02%Q1 2021Q1 20225
FIL Ltd 550.00%0.00%0.00%Q3 2022Q3 20235
Paloma Partners Management Co 110.00%0.02%0.06%Q2 2015Q1 20225
MARINO, STRAM & ASSOCIATES LLC 410.00%0.05%0.24%Q2 2018Q2 20215
NewEdge Advisors, LLC 410.00%0.00%0.01%Q2 2017Q3 20235
HABERER REGISTERED INVESTMENT ADVISOR INC 550.00%0.00%0.01%Q3 2013Q3 20145
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 410.00%0.00%0.00%Q2 2013Q4 20205
Advisors Capital Management, LLC 550.01%0.02%0.03%Q3 2019Q3 20205
Interchange Capital Partners, LLC 320.11%0.21%0.32%Q4 2020Q2 20225
PGIM Custom Harvest LLC 320.01%0.04%0.08%Q1 2021Q1 20235
WealthPLAN Partners, LLC 210.00%0.00%0.00%Q4 2015Q2 20235
SANDERS MORRIS HARRIS LLC 410.08%0.16%0.40%Q1 2016Q1 20205
SPOT TRADING L.L.C. 220.01%0.04%0.07%Q2 2017Q3 20175
SENTINEL ASSET MANAGEMENT, INC. 550.31%0.54%0.64%Q2 2013Q2 20145
10-15 ASSOCIATES, INC. 551.82%2.16%2.62%Q3 2019Q3 20205
Covenant Multifamily Offices, LLC 320.04%0.06%0.09%Q2 2020Q3 20215
TURNER INVESTMENTS LLC 410.00%0.01%0.01%Q1 2014Q4 20165
WASHINGTON TRUST Co 310.00%0.00%0.00%Q2 2018Q3 20235
CIM INVESTMENT MANAGEMENT INC 410.12%0.14%0.16%Q1 2014Q2 20175
Zullo Investment Group, Inc. 550.00%0.00%0.01%Q4 2021Q4 20225
Canton Hathaway, LLC 410.01%0.02%0.07%Q3 2018Q3 20205
TOCQUEVILLE ASSET MANAGEMENT L.P. 410.00%0.00%0.01%Q2 2014Q3 20235
Vestpro Financial Partners, Inc. dba CPF Texas 440.10%0.11%0.12%Q4 2017Q3 20184
HighTower Trust Company, N.A. 440.05%0.06%0.07%Q4 2014Q3 20154
FourThought Financial Partners, LLC 440.03%0.04%0.04%Q4 2022Q3 20234
RFP Financial Group LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Campbell & CO Investment Adviser LLC 210.07%0.18%0.40%Q3 2019Q2 20224
Colonial Trust Co / SC 440.00%0.00%0.01%Q4 2022Q3 20234
Karp Capital Management Corp 210.01%0.05%0.17%Q2 2015Q4 20184
PALLADIEM, LLC 440.00%0.01%0.01%Q4 2014Q3 20154
Perpetual Ltd 110.28%0.53%0.68%Q3 2016Q3 20204
Elite Wealth Management, Inc. 440.00%0.03%0.05%Q1 2013Q4 20134
Walleye Capital LLC 220.00%0.01%0.01%Q2 2023Q3 20234
Engineers Gate Manager LP 110.01%0.01%0.02%Q2 2015Q2 20234
Corient Private Wealth LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.05%0.07%0.09%Q4 2022Q3 20234
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 440.12%0.13%0.14%Q4 2022Q3 20234
LINCOLN NATIONAL CORP 440.01%0.01%0.01%Q4 2022Q3 20234
Harvest Portfolios Group Inc. 440.02%0.03%0.03%Q4 2022Q3 20234
Krilogy Financial LLC 310.00%0.00%0.00%Q3 2017Q3 20184
Resurgent Financial Advisors LLC 440.04%0.05%0.05%Q4 2022Q3 20234
Partnervest Advisory Services LLC 440.01%0.02%0.03%Q2 2013Q1 20144
V Wealth Advisors LLC 310.02%0.08%0.10%Q2 2017Q4 20194
Bain Capital Public Equity Management II, LLC 440.88%1.63%2.43%Q2 2019Q1 20204
DFPG INVESTMENTS, LLC 440.06%0.07%0.11%Q4 2022Q3 20234
ZACKS INVESTMENT MANAGEMENT 440.21%0.22%0.23%Q1 2017Q4 20174
MONEY CONCEPTS CAPITAL CORP 440.00%0.01%0.01%Q1 2022Q4 20224
Schubert & Co 440.00%0.01%0.01%Q2 2022Q1 20234
GROUP ONE TRADING, L.P. 220.00%0.00%0.00%Q3 2020Q2 20224
Alliance Wealth Advisors, LLC /UT 440.16%0.18%0.20%Q4 2022Q3 20234
CKW FINANCIAL GROUP 440.01%0.01%0.01%Q4 2013Q3 20144
TRUST & FIDUCIARY MANAGEMENT SERVICES INC 440.03%0.04%0.04%Q2 2013Q1 20144
CENTRAL BANK & TRUST CO 310.86%0.94%0.99%Q2 2013Q2 20144
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 440.08%0.10%0.11%Q2 2013Q1 20144
FIRST HAWAIIAN BANK 310.01%0.02%0.04%Q2 2013Q1 20194
Clean Yield Group 110.00%0.00%0.00%Q1 2015Q4 20184
ASSOCIATED BANC-CORP 440.00%0.00%0.00%Q1 2020Q4 20204
BANK OF NOVA SCOTIA TRUST CO 210.00%0.03%0.05%Q3 2015Q1 20214
Princeton Alpha Management LP 210.05%0.09%0.12%Q2 2014Q2 20164
Pinnacle Summer Investments, Inc. 310.00%0.01%0.02%Q3 2014Q3 20154
ACUITY INVESTMENT MANAGEMENT INC 440.00%0.24%0.53%Q2 2013Q1 20144
Voya Financial Advisors, Inc. 440.01%0.01%0.02%Q4 2019Q3 20204
Kathmere Capital Management, LLC 440.04%0.05%0.05%Q4 2022Q3 20234
Covington Capital Management 440.00%0.00%0.00%Q4 2017Q3 20184
NatWest Group plc 440.00%0.01%0.01%Q2 2013Q1 20144
SITTNER & NELSON, LLC 440.03%0.04%0.05%Q4 2021Q3 20224
ELLIOTT MANAGEMENT CORP 440.54%0.70%0.85%Q1 2019Q4 20194
STEWART & PATTEN CO LLC 440.04%0.04%0.05%Q1 2017Q4 20174
Gary Goldberg Planning Services Inc 330.00%0.00%0.01%Q2 2014Q4 20144
GREAT WEST LIFE ASSURANCE CO /CAN/ 440.00%0.00%0.00%Q3 2014Q2 20154
TIVERTON ASSET MANAGEMENT LLC 440.00%0.00%0.01%Q4 2018Q3 20194
JOYN Advisors, Inc. 440.03%0.03%0.03%Q1 2018Q4 20184
Perennial Advisors, LLC 310.00%0.00%0.00%Q2 2020Q2 20214
A.R.T. Advisors, LLC 110.04%0.10%0.13%Q2 2013Q4 20194
GTS SECURITIES LLC 220.01%0.03%0.07%Q2 2023Q3 20234
Banyan Partners, LLC 440.05%0.06%0.07%Q4 2013Q3 20144
Kiwi Wealth Investments Limited Partnership 440.43%0.68%0.86%Q3 2014Q2 20154
Realta Investment Advisors 440.01%0.01%0.01%Q1 2019Q4 20194
GUARDIAN CAPITAL LP 440.01%0.01%0.01%Q2 2016Q1 20174
NewSquare Capital LLC 210.00%0.01%0.01%Q3 2016Q2 20204
Israel Discount Bank of New York 440.00%0.03%0.06%Q2 2018Q1 20194
Gallacher Capital Management LLC 440.12%0.16%0.18%Q4 2022Q3 20234
Veracity Capital LLC 440.11%0.12%0.12%Q4 2019Q3 20204
AlphaOne Investment Services, LLC 440.00%0.01%0.01%Q4 2017Q3 20184
BB&T INVESTMENT SERVICES, INC. 440.00%0.00%0.01%Q1 2017Q4 20174
Pendal Group Ltd 310.00%1.24%1.71%Q4 2020Q4 20224
Calamos Wealth Management LLC 210.07%0.16%0.29%Q2 2013Q3 20234
RMR Wealth Builders 210.02%0.04%0.05%Q4 2019Q1 20214
Wealth Quarterback LLC 220.02%0.04%0.07%Q4 2019Q3 20214
GABLES CAPITAL MANAGEMENT INC. 440.00%0.00%0.00%Q4 2022Q3 20234
Legacy Capital Wealth Partners, LLC 210.10%0.12%0.15%Q4 2020Q3 20234
Mitsubishi UFJ Asset Management Co., Ltd. 440.00%0.00%0.00%Q2 2020Q1 20214
CAAS CAPITAL MANAGEMENT LP 110.01%0.06%0.09%Q2 2022Q2 20234
Salient Capital Advisors, LLC 440.02%0.02%0.03%Q4 2014Q3 20154
Susquehanna International Group Ltd. 210.08%3.06%7.93%Q4 2018Q3 20234
Centerpoint Advisors, LLC 310.00%0.00%0.00%Q4 2021Q3 20234
Manning & Napier Group, LLC 440.06%0.07%0.08%Q2 2022Q1 20234
INR ADVISORY SERVICES LLC 440.01%0.01%0.01%Q2 2018Q1 20194
WEST BANCORPORATION INC 440.01%0.01%0.01%Q4 2019Q3 20204
Squar Milner Financial Services LLC 220.00%0.02%0.03%Q1 2019Q1 20204
Wagner Wealth Management, LLC 440.00%0.00%0.00%Q4 2017Q3 20184
Apollon Wealth Management, LLC 210.01%0.02%0.02%Q2 2020Q2 20234
MAPLE SECURITIES USA INC 210.03%0.07%0.15%Q2 2013Q2 20154
Monument Capital Management 440.03%0.03%0.03%Q4 2017Q3 20184
Versant Capital Management, Inc 310.00%0.00%0.00%Q1 2019Q3 20234
Quantinno Capital Management LP 440.06%0.10%0.16%Q4 2022Q3 20234
Alera Investment Advisors, LLC 220.02%0.03%0.04%Q4 2018Q3 20234
HRT FINANCIAL LP 210.01%0.12%0.39%Q2 2019Q2 20224
FIRST NEW YORK SECURITIES LLC /NY 110.61%1.08%1.74%Q3 2013Q3 20154
FIRST HORIZON CORP 440.03%0.03%0.04%Q3 2020Q2 20214
SENTINEL TRUST CO LBA 440.06%0.09%0.11%Q2 2013Q1 20144
Vident Investment Advisory, LLC 310.01%0.01%0.02%Q3 2018Q2 20234
Farther Finance Advisors, LLC 440.01%0.01%0.03%Q4 2022Q3 20234
Palogic Value Management, L.P. 440.25%0.33%0.37%Q4 2022Q3 20234
True Wealth Design, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
ELLINGTON MANAGEMENT GROUP LLC 110.05%0.09%0.16%Q3 2015Q2 20194
Park Place Capital Corp 440.02%0.02%0.03%Q4 2022Q3 20234
MQS Management LLC 210.16%0.21%0.27%Q1 2022Q3 20234
Northern Financial Advisors Inc 440.59%0.69%0.75%Q4 2022Q3 20234
SYSTM Wealth Solutions LLC 440.08%0.11%0.14%Q4 2022Q3 20234
Euro Pacific Asset Management, LLC 440.06%0.07%0.08%Q4 2022Q3 20234
Engrave Wealth Partners LLC 330.01%0.01%0.01%Q4 2019Q2 20203
MAPLELANE CAPITAL, LLC 110.09%0.37%0.76%Q4 2013Q2 20203
BHF Kleinwort Benson Group S.A. 330.01%0.01%0.01%Q1 2014Q3 20143
Stelac Advisory Services LLC 330.04%0.05%0.06%Q3 2018Q1 20193
Price Wealth, LLC 210.00%0.00%0.00%Q2 2019Q3 20203
Edgestream Partners, L.P. 210.14%0.17%0.18%Q4 2020Q2 20223
J.Safra Asset Management Corp 330.04%0.32%0.48%Q4 2015Q2 20163
MARTINGALE ASSET MANAGEMENT L P 330.10%0.11%0.13%Q2 2013Q4 20133
Artisan Partners Limited Partnership 210.00%0.04%0.09%Q2 2013Q1 20173
ELEMENT CAPITAL MANAGEMENT LLC 330.18%0.40%0.61%Q1 2018Q3 20183
Cypress Wealth Advisors LLC 330.11%0.12%0.13%Q3 2016Q1 20173
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.05%0.06%0.07%Q1 2015Q4 20193
Pinkerton Retirement Specialists, LLC 330.08%0.11%0.14%Q2 2016Q4 20163
Granite Investment Partners, LLC 330.09%0.09%0.10%Q2 2013Q4 20133
Baystate Wealth Management LLC 330.00%0.00%0.00%Q1 2023Q3 20233
BOOTHBAY FUND MANAGEMENT, LLC 210.22%0.28%0.31%Q1 2016Q4 20163
Vulcan Value Partners, LLC 331.47%2.68%3.31%Q1 2021Q3 20213
SAC Capital Advisors LP 210.04%0.05%0.07%Q2 2013Q1 20143
BENJAMIN EDWARDS INC 330.02%0.03%0.03%Q1 2023Q3 20233
Sather Financial Group Inc 330.05%0.05%0.05%Q3 2019Q1 20203
PALLADIUM PARTNERS LLC 210.00%0.00%0.00%Q2 2013Q1 20143
Ergoteles LLC 110.02%0.06%0.12%Q4 2021Q2 20233
Alexandria Capital, LLC 330.00%0.00%0.00%Q4 2014Q2 20153
White Elm Capital, LLC 333.04%3.83%4.59%Q2 2013Q4 20133
Crosspoint Capital Strategies, LLC 330.01%0.01%0.01%Q1 2015Q3 20153
Cranbrook Wealth Management, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
FNY Managed Accounts LLC 111.96%3.11%5.21%Q1 2014Q4 20163
BlueCrest Capital Management Ltd 110.01%0.04%0.07%Q4 2015Q3 20183
AMG National Trust Bank 330.07%0.08%0.09%Q2 2022Q4 20223
Weiss Multi-Strategy Advisers LLC 110.02%0.04%0.07%Q4 2014Q1 20233
Sargent Bickham Lagudis LLC 110.00%0.00%0.00%Q3 2016Q2 20213
Financial Gravity Companies, Inc. 210.04%0.06%0.08%Q4 2017Q4 20183
MYCIO WEALTH PARTNERS, LLC 110.00%0.00%0.01%Q4 2013Q2 20163
Acrospire Investment Management LLC 210.02%0.02%0.03%Q3 2016Q2 20173
Patten Group, Inc. 330.01%0.01%0.02%Q2 2018Q4 20183
Sendero Wealth Management, LLC 210.15%0.24%0.42%Q1 2022Q3 20233
GSA CAPITAL PARTNERS LLP 210.01%0.07%0.11%Q2 2015Q1 20163
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Lido Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Grantham, Mayo, Van Otterloo & Co. LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Orbis Allan Gray Ltd 330.10%0.11%0.12%Q1 2016Q3 20163
TRUE Private Wealth Advisors 110.00%0.00%0.01%Q3 2018Q4 20193
Mosaic Family Wealth, LLC 110.00%0.01%0.02%Q1 2016Q1 20193
Phoenix Holdings Ltd. 210.01%0.01%0.01%Q4 2020Q3 20233
Foyston, Gordon, & Payne Inc 330.45%0.51%0.55%Q1 2020Q3 20203
Premia Global Advisors, LLC 210.13%0.20%0.27%Q4 2017Q1 20193
PagnatoKarp Partners LLC 330.04%0.04%0.05%Q2 2019Q4 20193
Summit Trail Advisors, LLC 210.01%0.02%0.02%Q4 2017Q3 20233
Ziegler Capital Management, LLC 210.17%0.30%0.39%Q2 2013Q1 20203
MCIA Inc 210.02%0.11%0.30%Q2 2017Q3 20203
Trilogy Capital Inc. 330.00%0.00%0.00%Q1 2018Q3 20183
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.00%0.01%0.02%Q4 2017Q3 20183
CANADA PENSION PLAN INVESTMENT BOARD 330.07%0.08%0.10%Q3 2017Q1 20183
Gryphon Financial Partners LLC 330.00%0.00%0.01%Q4 2017Q2 20183
Solstein Capital, LLC 330.00%0.00%0.00%Q2 2021Q4 20213
Ford Financial Group, LLC 110.01%0.01%0.02%Q4 2017Q4 20213
CONSOLIDATED PRESS INTERNATIONAL HOLDINGS LTD 335.98%6.42%7.21%Q1 2023Q3 20233
DIAMANT ASSET MANAGEMENT, INC. 330.04%0.17%0.25%Q4 2017Q2 20183
Pathway Financial Advisors LLC 330.02%0.02%0.02%Q4 2017Q2 20183
CYNOSURE ADVISORS, LLC 330.14%0.16%0.19%Q4 2017Q2 20183
Sepio Capital, LP 330.03%0.04%0.05%Q4 2018Q2 20193
Essex Savings Bank 330.01%0.02%0.03%Q4 2018Q2 20193
Kavar Capital Partners, LLC 330.00%0.00%0.00%Q2 2015Q4 20153
CARDEROCK CAPITAL MANAGEMENT INC 330.23%0.26%0.29%Q3 2013Q1 20143
Private Portfolio Partners LLC 330.06%0.06%0.06%Q1 2023Q3 20233
Edge Capital Group, LLC 330.01%0.02%0.02%Q4 2022Q2 20233
Foster Victor Wealth Advisors, LLC 330.03%0.03%0.03%Q1 2023Q3 20233
Quilter Plc 330.00%0.00%0.00%Q1 2023Q3 20233
Y-Intercept (Hong Kong) Ltd 110.07%0.13%0.19%Q2 2021Q2 20233
NICOLET ADVISORY SERVICES, LLC 330.04%0.04%0.04%Q1 2023Q3 20233
BI Asset Management Fondsmaeglerselskab A/S 330.03%0.03%0.04%Q1 2023Q3 20233
Red Door Wealth Management, LLC 210.01%0.03%0.04%Q1 2020Q2 20213
Marcum Wealth, LLC 330.03%0.03%0.04%Q1 2023Q3 20233
Karani Asset Management LLC 330.92%1.02%1.08%Q4 2019Q2 20203
Americana Partners, LLC 210.02%0.04%0.05%Q4 2019Q3 20233
Aspen Grove Capital, LLC 330.07%0.08%0.09%Q1 2023Q3 20233
Standard Family Office LLC 210.01%0.03%0.04%Q4 2020Q3 20223
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.01%0.02%0.03%Q4 2020Q1 20233
Cornerstone Planning Group LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Sage Mountain Advisors LLC 330.05%0.05%0.06%Q1 2023Q3 20233
Tradition Wealth Management, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
OneAscent Wealth Management LLC 210.19%0.39%0.80%Q4 2020Q4 20213
Golden State Equity Partners 330.08%0.14%0.25%Q1 2023Q3 20233
CARY STREET PARTNERS ASSET MANAGEMENT LLC 330.00%0.00%0.01%Q3 2022Q1 20233
NFJ INVESTMENT GROUP, LLC 330.01%0.01%0.01%Q1 2021Q3 20213
SELDON CAPITAL LP 330.01%0.02%0.02%Q4 2021Q2 20223
Sageworth Trust Co of South Dakota 330.02%0.06%0.12%Q4 2021Q2 20223
Blue Barn Wealth, LLC 330.13%0.15%0.18%Q1 2023Q3 20233
Householder Group Estate & Retirement Specialist, LLC 110.01%0.02%0.02%Q3 2022Q3 20233
Carmel Capital Partners, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Capricorn Fund Managers Ltd 210.65%0.87%0.99%Q4 2022Q3 20233
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Steward Financial Group LLC 210.00%0.00%0.01%Q2 2022Q3 20233
Psagot Value Holdings Ltd. / (Israel) 330.07%0.09%0.11%Q1 2023Q3 20233
FirstPurpose Wealth LLC 330.15%0.16%0.17%Q1 2023Q3 20233
SIENA CAPITAL LLC 330.01%0.01%0.01%Q1 2022Q3 20223
Strengthening Families & Communities, LLC 330.00%0.05%0.08%Q1 2023Q3 20233
Atria Wealth Solutions, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
DRIVE WEALTH MANAGEMENT, LLC 330.10%0.11%0.12%Q1 2023Q3 20233
Baron Wealth Management LLC 330.15%0.15%0.17%Q2 2023Q4 20233
Foresight Global Investors, Inc. 332.47%6.65%9.14%Q1 2023Q3 20233
BREITER CAPITAL MANAGEMENT INC 330.12%0.14%0.15%Q2 2021Q4 20213
SEARLE & CO. 330.06%0.06%0.06%Q4 2014Q2 20153
ROMAN BUTLER FULLERTON & CO 330.10%0.11%0.11%Q1 2023Q3 20233
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 210.01%0.01%0.01%Q3 2017Q3 20183
Legal & General Group Plc 110.00%0.00%0.00%Q2 2013Q3 20203
EVERMAY WEALTH MANAGEMENT LLC 330.00%0.00%0.00%Q1 2023Q3 20233
ICON ADVISERS INC/CO 210.06%0.08%0.10%Q1 2014Q3 20173
ROWLAND CARMICHAEL ADVISORS INC /ADV 330.09%0.10%0.11%Q1 2018Q3 20183
CAMPBELL NEWMAN ASSET MANAGEMENT INC 330.16%0.18%0.20%Q2 2013Q4 20133
CENTAURUS FINANCIAL, INC. 210.00%0.01%0.01%Q2 2018Q1 20193
BlackRock Institutional Trust Company, N.A. 210.00%0.00%0.00%Q2 2013Q3 20163
ACADIAN ASSET MANAGEMENT LLC 210.00%0.00%0.00%Q3 2016Q3 20233
THOMPSON SIEGEL & WALMSLEY LLC 330.00%0.00%0.00%Q2 2019Q4 20193
Live Your Vision, LLC 330.00%0.00%0.00%Q3 2018Q1 20193
TUDOR INVESTMENT CORP ET AL 220.10%0.13%0.16%Q2 2023Q3 20232
Laurion Capital Management LP 220.00%0.01%0.02%Q2 2019Q3 20192
Lee Financial Co 220.00%0.00%0.01%Q1 2018Q2 20182
L & S Advisors Inc 110.28%0.33%0.39%Q2 2017Q4 20172
Belpointe Asset Management LLC 220.00%0.01%0.01%Q4 2022Q1 20232
Honeycomb Asset Management LP 113.26%3.31%3.36%Q2 2019Q1 20232
GW&K Investment Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Guild Investment Management, Inc. 223.09%7.12%11.14%Q1 2015Q2 20152
Akaris Global Partners, LP 221.12%5.64%10.15%Q4 2019Q1 20202
Five Oceans Advisors 220.13%0.14%0.14%Q2 2023Q3 20232
Fortitude Advisory Group L.L.C. 220.00%0.00%0.00%Q4 2021Q1 20222
MACKENZIE FINANCIAL CORP 220.00%0.00%0.00%Q2 2019Q3 20192
Geneva Partners, LLC 220.68%0.68%0.69%Q3 2017Q4 20172
CASTLE WEALTH MANAGEMENT LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Bangor Savings Bank 220.00%0.00%0.00%Q2 2022Q3 20222
FSM Wealth Advisors, LLC 220.14%0.15%0.15%Q2 2023Q3 20232
Cape Investment Advisory, Inc. 220.04%0.04%0.04%Q2 2023Q3 20232
CHASE INVESTMENT COUNSEL CORP 221.93%1.99%2.04%Q2 2023Q3 20232
Brookstone Capital Management 220.01%0.01%0.01%Q2 2015Q3 20152
SouthState Corp 110.00%0.01%0.01%Q3 2022Q3 20232
WealthShield Partners, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
Tortoise Investment Management, LLC 220.01%0.01%0.01%Q4 2012Q1 20132
Night Owl Capital Management, LLC 224.42%5.59%6.75%Q2 2023Q3 20232
Wunderlich Capital Managemnt 220.23%0.24%0.25%Q2 2020Q3 20202
Advisors Preferred, LLC 110.01%0.01%0.01%Q4 2015Q2 20162
BEL AIR INVESTMENT ADVISORS LLC 222.55%2.59%2.64%Q2 2013Q3 20132
KBC Group NV 220.00%0.00%0.00%Q2 2023Q3 20232
Moisand Fitzgerald Tamayo, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Maytus Capital Management, LLC 112.23%2.38%2.53%Q2 2019Q1 20232
GREAT LAKES ADVISORS, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
D'Orazio & Associates, Inc. 110.00%0.01%0.01%Q3 2015Q3 20212
JB Capital LLC 220.02%0.03%0.03%Q3 2021Q4 20212
Fulcrum Asset Management LLP 110.63%0.63%0.63%Q2 2020Q4 20202
BREWIN DOLPHIN LTD 220.00%0.00%0.00%Q2 2018Q3 20182
CONNING INC. 110.01%0.10%0.19%Q1 2017Q4 20222
Field & Main Bank 220.11%0.11%0.12%Q4 2013Q1 20142
Silicon Valley Capital Partners 220.00%0.00%0.00%Q2 2023Q3 20232
JABODON PT CO 112.97%8.59%14.21%Q3 2018Q1 20192
Geller Advisors LLC 220.10%0.10%0.10%Q2 2020Q3 20202
HARTFORD INVESTMENT MANAGEMENT CO 220.01%0.01%0.01%Q1 2015Q2 20152
FLOW TRADERS U.S. LLC 110.02%0.65%1.29%Q3 2013Q3 20232
Holistic Financial Partners 220.09%0.09%0.09%Q4 2017Q1 20182
First Command Financial Services, Inc. 110.00%0.00%0.00%Q1 2018Q4 20192
Lavaca Capital LLC 220.04%0.04%0.04%Q4 2018Q1 20192
Prime Capital Investment Advisors, LLC 220.00%0.00%0.00%Q3 2019Q4 20192
Herold Advisors, Inc. 110.00%0.00%0.01%Q3 2021Q1 20222
INSIGNEO ADVISORY SERVICES, LLC 220.07%0.08%0.09%Q2 2023Q3 20232
NORTHERN TRUST CO OF CONNECTICUT 220.01%0.01%0.01%Q2 2013Q3 20132
Edge Advisors, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
FCM INVESTMENTS/TX 220.85%0.89%0.93%Q2 2013Q3 20132
First Command Bank 110.00%0.00%0.00%Q1 2018Q4 20192
Centiva Capital, LP 110.00%0.02%0.04%Q2 2022Q2 20222
BSW Wealth Partners 220.09%0.11%0.14%Q2 2018Q3 20182
Gupta Wealth Management LLC 110.00%0.00%0.01%Q1 2015Q4 20152
HERNDON CAPITAL MANAGEMENT LLC 220.00%0.00%0.00%Q2 2013Q3 20132
Orion Capital Management LLC 220.01%0.01%0.01%Q1 2022Q2 20222
Spears Abacus Advisors LLC 220.04%0.04%0.04%Q3 2013Q4 20132
MARSICO CAPITAL MANAGEMENT LLC 110.41%0.42%0.44%Q1 2022Q3 20232
Argent Wealth Management LLC 220.29%0.30%0.32%Q1 2020Q2 20202
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 220.04%0.05%0.06%Q3 2020Q4 20202
Clearstead Advisors, LLC 110.00%0.00%0.00%Q1 2022Q3 20232
Aris Wealth Services, Inc. 220.00%0.01%0.01%Q2 2015Q3 20152
PFG Investments, LLC 220.05%0.06%0.07%Q2 2023Q3 20232
BBVA USA 220.02%0.03%0.03%Q2 2021Q3 20212
Hoxton Financial, Inc. 110.02%0.02%0.02%Q2 2013Q4 20132
Amida Capital Management II, LLC 110.04%0.16%0.27%Q2 2013Q2 20132
ADIRONDACK TRUST CO 220.01%0.01%0.01%Q2 2023Q3 20232
Portside Wealth Group, LLC 220.13%0.14%0.16%Q2 2023Q3 20232
ORG Partners LLC 220.00%0.01%0.02%Q2 2023Q3 20232
Lowe Wealth Advisors, LLC 220.01%0.01%0.01%Q3 2015Q4 20152
Headlands Technologies LLC 110.01%0.10%0.18%Q1 2023Q3 20232
Nemes Rush Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Impact Partnership Wealth, LLC 220.00%0.01%0.01%Q2 2023Q3 20232
Jabre Capital Partners S.A. 220.06%0.13%0.20%Q2 2014Q3 20142
HANSBERGER GLOBAL INVESTORS INC/FL 220.19%0.22%0.25%Q2 2013Q3 20132
Cherry Tree Wealth Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
SEVEN MILE ADVISORY 220.28%0.30%0.32%Q2 2023Q3 20232
OLD MISSION CAPITAL, LLC 110.39%0.46%0.53%Q4 2016Q4 20202
ING GROEP NV 220.09%0.12%0.14%Q2 2013Q3 20132
ROCKEFELLER FINANCIAL SERVICES INC 110.00%0.00%0.00%Q2 2014Q1 20162
InTrack Investment Management Inc 220.16%0.16%0.17%Q2 2021Q3 20212
UBS OCONNOR LLC 110.01%0.01%0.02%Q1 2015Q1 20232
StellarOne CORP 220.01%0.01%0.01%Q2 2013Q3 20132
LOEB PARTNERS CORP 220.08%0.08%0.08%Q1 2015Q2 20152
Halpern Financial, Inc. 220.00%0.00%0.00%Q1 2021Q2 20212
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 220.06%0.17%0.27%Q4 2021Q1 20222
INTEGRAL DERIVATIVES, LLC 110.00%0.00%0.01%Q4 2013Q2 20162
PANAGORA ASSET MANAGEMENT INC 220.00%0.00%0.00%Q3 2021Q4 20212
Bellwether Advisors, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Astrantus Ltd 220.18%0.46%0.75%Q4 2021Q1 20222
Founders Capital Management 220.01%0.01%0.01%Q3 2023Q4 20232
BALESTRA CAPITAL LTD. 229.69%10.70%11.70%Q2 2013Q3 20132
Oxbow Advisors, LLC 220.06%0.07%0.07%Q2 2020Q3 20202
Center for Financial Planning, Inc. 220.00%0.00%0.00%Q2 2021Q3 20212
Lebenthal Holdings,LLC 110.06%0.06%0.07%Q3 2015Q1 20162
SIMON QUICK ADVISORS, LLC 110.01%0.01%0.01%Q2 2019Q4 20192
WEST PACES ADVISORS INC. 220.00%0.00%0.00%Q2 2021Q3 20212
Blueprint Investment Partners LLC 220.05%0.09%0.12%Q4 2022Q1 20232
Kingdom Ridge Capital, LLC 112.36%3.28%4.19%Q2 2013Q3 20162
CITY NATIONAL BANK 220.00%0.00%0.00%Q4 2013Q1 20142
Savant Capital, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Capital International, Inc./CA/ 220.05%0.06%0.06%Q2 2023Q3 20232
KINGDON CAPITAL MANAGEMENT, L.L.C. 110.97%0.98%0.99%Q2 2013Q3 20202
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 220.05%0.05%0.05%Q1 2015Q2 20152
WealthStone, Inc. 110.00%0.06%0.11%Q2 2019Q3 20202
Glovista Investments LLC 110.04%0.06%0.07%Q1 2016Q3 20172
AXA S.A. 220.00%0.00%0.00%Q3 2020Q4 20202
Cassady Schiller Wealth Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Cetera Advisors LLC 220.00%0.01%0.01%Q2 2023Q3 20232
Dixon Hughes Goodman Wealth Advisors LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Echo Street Capital Management LLC 220.02%0.02%0.03%Q2 2020Q3 20202
Modera Wealth Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Western Pacific Wealth Management, LP 220.00%0.00%0.00%Q2 2023Q3 20232
TFC Financial Management, Inc. 220.01%0.01%0.02%Q3 2020Q4 20202
DIVIDEND ASSETS CAPITAL, LLC 221.15%1.43%1.70%Q2 2023Q3 20232
Intersect Capital LLC 220.00%0.00%0.00%Q4 2014Q1 20152
OLIVER LAGORE VANVALIN INVESTMENT GROUP 220.00%0.00%0.00%Q2 2022Q3 20222
Avantax Planning Partners, Inc. 110.00%0.00%0.01%Q1 2018Q3 20182
QCM Cayman, Ltd. 110.37%0.59%0.82%Q3 2018Q3 20202
ADAGE CAPITAL PARTNERS GP, L.L.C. 110.02%0.07%0.12%Q4 2018Q2 20192
Connectus Wealth, LLC 220.12%0.13%0.14%Q4 2021Q1 20222
Koshinski Asset Management, Inc. 110.00%0.00%0.01%Q3 2021Q1 20222
Leucadia National 220.68%0.76%0.83%Q2 2023Q3 20232
Csenge Advisory Group 110.00%0.04%0.08%Q3 2018Q1 20202
Knights of Columbus Asset Advisors LLC 220.02%0.02%0.02%Q2 2023Q3 20232
TBP ADVISORS LTD 220.25%0.36%0.48%Q2 2013Q3 20132
LONESTAR CAPITAL MANAGEMENT LLC 222.16%2.47%2.78%Q2 2013Q3 20132
Evolution Wealth Advisors, LLC 110.00%0.01%0.01%Q4 2019Q1 20212
Strategic Blueprint, LLC 110.00%0.00%0.00%Q3 2019Q2 20212
Counsel Portfolio Services Inc. 220.01%0.04%0.08%Q2 2013Q3 20132
LEUTHOLD GROUP, LLC 220.05%0.05%0.05%Q2 2020Q3 20202
OKABENA INVESTMENT SERVICES INC 220.01%0.01%0.01%Q4 2021Q1 20222
HB Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Destination Wealth Management 110.00%0.00%0.00%Q1 2018Q4 20182
Bellwether Investment Group, LLC 220.03%0.07%0.11%Q4 2016Q1 20172
TFO Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q3 20212
CenterStar Fund, LLC 110.01%0.08%0.15%Q4 2016Q4 20162
abrdn plc 220.01%0.01%0.01%Q3 2017Q4 20172
Community Bank, N.A. 110.00%0.01%0.01%Q2 2020Q3 20222
Hilton Capital Management, LLC 220.06%0.12%0.18%Q4 2016Q1 20172
Quent Capital, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Marlowe Partners LP 220.51%1.31%2.10%Q1 2020Q2 20202
Quantamental Technologies LLC 110.01%0.36%0.71%Q3 2019Q1 20212
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q2 2014Q3 20152
BOURGEON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q3 2022Q3 20232
American Financial Network Advisory Services LLC 220.00%0.01%0.01%Q3 2017Q4 20172
Optima Fund Management LLC 222.07%2.09%2.11%Q4 2018Q1 20192
Core Alternative Capital 110.00%0.00%0.00%Q4 2021Q3 20222
Enterprise Trust & Investment Co 110.00%0.00%0.01%Q2 2019Q2 20222
Bramshill Investments, LLC 220.00%0.00%0.00%Q3 2018Q4 20182
Nicholas Hoffman & Company, LLC. 110.04%0.05%0.05%Q3 2020Q2 20212
Emerald Acquisition Ltd. 220.12%0.15%0.17%Q2 2016Q3 20162
COUNTRY TRUST BANK 220.00%0.00%0.00%Q3 2021Q4 20212
Enlightenment Research, LLC 110.02%0.18%0.33%Q4 2018Q2 20192
DRIEHAUS CAPITAL MANAGEMENT LLC 220.06%0.08%0.10%Q2 2013Q3 20132
RONALD BLUE & CO LLC 110.01%0.01%0.01%Q3 2014Q1 20152
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2015Q4 20192
Espalier Global Management LLC 110.42%0.46%0.51%Q2 2013Q4 20132
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 220.01%0.01%0.01%Q1 2016Q2 20162
TIEDEMANN ADVISORS, LLC 220.07%0.08%0.08%Q4 2018Q1 20192
Tradeworx Inc. 220.11%0.11%0.12%Q1 2013Q2 20132
F3Logic, LLC 110.05%0.23%0.41%Q2 2019Q3 20202
Arlington Partners LLC 110.01%0.55%1.10%Q4 2021Q3 20232
MARK SHEPTOFF FINANCIAL PLANNING, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Gyon Technologies Capital Management, LP 220.09%0.10%0.10%Q2 2022Q3 20222
SOLARIS ASSET MANAGEMENT LLC 110.01%0.01%0.01%Q3 2016Q3 20161
QRG CAPITAL MANAGEMENT, INC. 110.11%0.11%0.11%Q3 2023Q3 20231
Arlington Trust Co LLC 111.10%1.10%1.10%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Annis Gardner Whiting Capital Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
SYON CAPITAL LLC 110.05%0.05%0.05%Q3 2023Q3 20231
SYNTAX RESEARCH, INC. 110.04%0.04%0.04%Q3 2023Q3 20231
ROMANO BROTHERS AND COMPANY 110.01%0.01%0.01%Q4 2022Q4 20221
Cypress Capital Management LLC (WY) 110.00%0.00%0.00%Q1 2019Q1 20191
Lebenthal Asset Management, LLC 110.01%0.01%0.01%Q3 2016Q3 20161
DG CAPITAL MANAGEMENT INC 110.18%0.18%0.18%Q2 2013Q2 20131
BP PLC 110.04%0.04%0.04%Q3 2020Q3 20201
LOGAN CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q2 2022Q2 20221
MONETA GROUP INVESTMENT ADVISORS LLC 110.01%0.01%0.01%Q3 2015Q3 20151
Nishkama Capital, LLC 112.04%2.04%2.04%Q2 2019Q2 20191
DEERE & CO 110.05%0.05%0.05%Q4 2014Q4 20141
MARIETTA INVESTMENT PARTNERS LLC 111.04%1.04%1.04%Q2 2013Q2 20131
MV CAPITAL MANAGEMENT, INC. 110.00%0.00%0.00%Q3 2019Q3 20191
Bison Wealth, LLC 110.16%0.16%0.16%Q3 2023Q3 20231
American Investment Services, Inc. 110.07%0.07%0.07%Q3 2020Q3 20201
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
OLD POINT TRUST & FINANCIAL SERVICES N A 110.00%0.00%0.00%Q2 2023Q2 20231
Sunbelt Securities, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Amplify Investments, LLC 113.76%3.76%3.76%Q1 2018Q1 20181
Godshalk Welsh Capital Management, Inc. 110.02%0.02%0.02%Q4 2014Q4 20141
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 110.01%0.01%0.01%Q1 2017Q1 20171
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.00%0.00%0.00%Q3 2018Q3 20181
ACCIDENT COMPENSATION CORP 110.14%0.14%0.14%Q4 2015Q4 20151
Merrion Investment Management Co, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Paragon Capital Management LLC 110.00%0.00%0.00%Q1 2020Q1 20201
NumerixS Investment Technologies Inc 110.01%0.01%0.01%Q2 2018Q2 20181
ARROW FINANCIAL CORP 110.00%0.00%0.00%Q2 2015Q2 20151
EverPoint Asset Management, LLC 110.06%0.06%0.06%Q2 2014Q2 20141
RS INVESTMENT MANAGEMENT CO LLC 110.01%0.01%0.01%Q2 2013Q2 20131
STERNE AGEE GROUP, INC. 110.09%0.09%0.09%Q2 2013Q2 20131
STOCK YARDS BANK & TRUST CO 110.01%0.01%0.01%Q4 2021Q4 20211
ARMISTICE CAPITAL, LLC 110.19%0.19%0.19%Q4 2021Q4 20211
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 110.02%0.02%0.02%Q2 2020Q2 20201
CAHILL FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20211
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Arete Wealth Advisors, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 110.00%0.00%0.00%Q2 2021Q2 20211
Avior Wealth Management, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Nelson Capital Management, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Dynamic Advisor Solutions LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Homrich & Berg 110.02%0.02%0.02%Q3 2017Q3 20171
Financial Architects, Inc 110.00%0.00%0.00%Q4 2014Q4 20141
Moreno Evelyn V 110.06%0.06%0.06%Q3 2023Q3 20231
Paradigm Financial Advisors, LLC 110.02%0.02%0.02%Q1 2014Q1 20141
K.J. Harrison & Partners Inc 110.61%0.61%0.61%Q3 2016Q3 20161
NBC SECURITIES, INC. 110.05%0.05%0.05%Q3 2023Q3 20231
Junto Capital Management LP 110.68%0.68%0.68%Q4 2021Q4 20211
PARK NATIONAL CORP /OH/ 110.01%0.01%0.01%Q2 2021Q2 20211
Penserra Capital Management LLC 110.05%0.05%0.05%Q2 2019Q2 20191
Heritage Wealth Advisors 110.00%0.00%0.00%Q4 2019Q4 20191
Sterling Ridge Capital Management LP 114.21%4.21%4.21%Q3 2015Q3 20151
BAIRD ROBERT W & CO INC /WI/ 110.00%0.00%0.00%Q2 2013Q2 20131
JANUS HENDERSON INVESTORS US LLC 110.01%0.01%0.01%Q2 2014Q2 20141
HARRIS ASSOCIATES L P 110.00%0.00%0.00%Q3 2022Q3 20221
CADIAN CAPITAL MANAGEMENT, LP 110.03%0.03%0.03%Q4 2020Q4 20201
SPX Gestao de Recursos Ltda 110.36%0.36%0.36%Q1 2014Q1 20141
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
CALTON & ASSOCIATES, INC. 110.01%0.01%0.01%Q4 2017Q4 20171
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
SOPHROSYNE CAPITAL LLC 110.58%0.58%0.58%Q1 2014Q1 20141
CHILTON CAPITAL MANAGEMENT LLC 110.05%0.05%0.05%Q1 2018Q1 20181
Osborn Williams & Donohoe LLC 110.00%0.00%0.00%Q1 2019Q1 20191
LMR Partners LLP 110.18%0.18%0.18%Q4 2022Q4 20221
Circle Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
W.G. Shaheen & Associates DBA Whitney & Co 110.00%0.00%0.00%Q3 2018Q3 20181
GFS Advisors, LLC 110.14%0.14%0.14%Q4 2020Q4 20201
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
WADDELL & REED FINANCIAL INC 110.15%0.15%0.15%Q4 2013Q4 20131
Risk Paradigm Group, LLC 110.01%0.01%0.01%Q3 2015Q3 20151
Advocacy Wealth Management Services, LLC 110.02%0.02%0.02%Q2 2013Q2 20131
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
MANCHESTER FINANCIAL INC 110.01%0.01%0.01%Q4 2019Q4 20191
GIRARD PARTNERS LTD. 110.01%0.01%0.01%Q3 2018Q3 20181
Trutina Financial LLC 110.01%0.01%0.01%Q1 2014Q1 20141
HAP Trading, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Welch Group, LLC 110.02%0.02%0.02%Q3 2016Q3 20161
FULTON BANK, N.A. 110.01%0.01%0.01%Q4 2023Q4 20231
GRIFFIN ASSET MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2019Q2 20191
Atlantic Union Bankshares Corp 110.00%0.00%0.00%Q1 2014Q1 20141
DC Investments Management, LLC 110.15%0.15%0.15%Q3 2018Q3 20181
Airain ltd 110.16%0.16%0.16%Q1 2016Q1 20161
Chicago Partners Investment Group LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Knowledge Leaders Capital, LLC 111.53%1.53%1.53%Q4 2018Q4 20181
GETCO Holding Company, LLC 110.38%0.38%0.38%Q2 2013Q2 20131
Sandhill Capital Partners LLC 110.02%0.02%0.02%Q3 2021Q3 20211
MACROVIEW INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Liontrust Investment Partners LLP 110.01%0.01%0.01%Q4 2020Q4 20201
Windsor Capital Management, LLC 110.01%0.01%0.01%Q4 2013Q4 20131
WELLINGTON MANAGEMENT GROUP LLP 110.00%0.00%0.00%Q3 2017Q3 20171
BUCKINGHAM STRATEGIC WEALTH, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
OLD SECOND NATIONAL BANK OF AURORA 110.00%0.00%0.00%Q2 2013Q2 20131
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO 110.00%0.00%0.00%Q3 2022Q3 20221
WILMINGTON TRUST CO 110.01%0.01%0.01%Q2 2013Q2 20131
Hoover Financial Advisors, Inc. 110.01%0.01%0.01%Q2 2020Q2 20201
Grandview Asset Management LLC 110.00%0.00%0.00%Q1 2021Q1 20211
HOWARD WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Ensign Peak Advisors, Inc 110.00%0.00%0.00%Q4 2019Q4 20191
GENESEE VALLEY TRUST CO 110.09%0.09%0.09%Q1 2018Q1 20181
Kozak & Associates, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
WealthBridge Capital Management, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Princeton Global Asset Management LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Claro Advisors LLC 110.02%0.02%0.02%Q4 2018Q4 20181
HIGHLAND CAPITAL MANAGEMENT LP 110.04%0.04%0.04%Q3 2013Q3 20131
NKCFO LLC 110.11%0.11%0.11%Q1 2020Q1 20201
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
Atwater Malick LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Nachman Norwood & Parrott, Inc 110.01%0.01%0.01%Q3 2020Q3 20201
Next Capital Management LLC 110.02%0.02%0.02%Q2 2019Q2 20191
TWINBEECH CAPITAL LP 110.02%0.02%0.02%Q4 2022Q4 20221
VisionPoint Advisory Group, LLC 110.13%0.13%0.13%Q3 2020Q3 20201
Enterprise Bank & Trust Co 110.16%0.16%0.16%Q1 2019Q1 20191
Bain Capital Public Equity Management, LLC 110.04%0.04%0.04%Q1 2019Q1 20191
Lee Capital Holdings LLC 111.08%1.08%1.08%Q2 2018Q2 20181
Bremer Bank National Association 110.02%0.02%0.02%Q1 2019Q1 20191
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q2 2020Q2 20201
PICTON MAHONEY ASSET MANAGEMENT 110.09%0.09%0.09%Q1 2014Q1 20141
Leap Investments LP 110.31%0.31%0.31%Q1 2020Q1 20201
Vident Advisory, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
WELD CAPITAL MANAGEMENT LLC 110.12%0.12%0.12%Q4 2020Q4 20201
EAGLE CAPITAL MANAGEMENT LLC 112.19%2.19%2.19%Q3 2023Q3 20231
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
PNC Managed Account Solutions, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
WEDGE CAPITAL MANAGEMENT L L P/NC 110.48%0.48%0.48%Q2 2013Q2 20131
Winthrop Partners - WNY, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Rossmore Private Capital 110.02%0.02%0.02%Q4 2017Q4 20171
Paulson Wealth Management Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
G&S Capital LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
StoneX Group Inc. 110.16%0.16%0.16%Q2 2021Q2 20211
Divergent Wealth Advisors 110.00%0.00%0.00%Q1 2018Q1 20181
Larson Financial Group LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Santori & Peters, Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
Independence Bank of Kentucky 110.00%0.00%0.00%Q2 2023Q2 20231
MIRABELLA FINANCIAL SERVICES LLP 110.15%0.15%0.15%Q3 2021Q3 20211
Lucia Wealth Services, LLC 110.07%0.07%0.07%Q1 2019Q1 20191
Crewe Advisors LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Claybrook Capital, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Tibra Equities Europe Ltd 110.12%0.12%0.12%Q2 2019Q2 20191
CFM WEALTH PARTNERS LLC 110.03%0.03%0.03%Q1 2020Q1 20201
Great Diamond Partners, LLC 110.06%0.06%0.06%Q4 2019Q4 20191
Parcion Private Wealth LLC 110.06%0.06%0.06%Q4 2019Q4 20191
Tower View Wealth Management LLC 111.14%1.14%1.14%Q4 2017Q4 20171
RAINIER INVESTMENT MANAGEMENT LLC 110.61%0.61%0.61%Q2 2013Q2 20131
Lion Street Advisors, LLC 110.05%0.05%0.05%Q1 2020Q1 20201
TOBIAS FINANCIAL ADVISORS, INC. 110.02%0.02%0.02%Q4 2019Q4 20191
Bridgefront Capital, LLC 110.31%0.31%0.31%Q1 2021Q1 20211
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Western Asset Management Company, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Shay Capital LLC 110.05%0.05%0.05%Q4 2021Q4 20211
REYNOLDS CAPITAL MANAGEMENT LLC 110.32%0.32%0.32%Q2 2013Q2 20131
Texas Capital Bank Wealth Management Services Inc 110.13%0.13%0.13%Q3 2020Q3 20201
Pine River Capital Management L.P. 110.11%0.11%0.11%Q1 2015Q1 20151
Mirova US LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Mine & Arao Wealth Creation & Management, LLC. 110.01%0.01%0.01%Q4 2019Q4 20191
NWK Group, Inc. 110.01%0.01%0.01%Q2 2020Q2 20201
Regent Peak Wealth Advisors LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Legacy Advisors, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Measured Wealth Private Client Group, LLC 110.02%0.02%0.02%Q3 2018Q3 20181
PACIFIC CAPITAL WEALTH ADVISORS, INC 110.09%0.09%0.09%Q3 2020Q3 20201
Keebeck Wealth Management, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Archer Investment Corp 110.01%0.01%0.01%Q4 2018Q4 20181
Aquatic Capital Management LLC 110.09%0.09%0.09%Q2 2022Q2 20221
Arlington Financial Advisors, LLC 110.15%0.15%0.15%Q4 2022Q4 20221
Cordatus Wealth Management LLC 110.19%0.19%0.19%Q2 2023Q2 20231
Consolidated Planning Corp 110.01%0.01%0.01%Q3 2021Q3 20211
swisspartners Advisors Ltd 110.16%0.16%0.16%Q2 2021Q2 20211
Candriam S.C.A. 110.00%0.00%0.00%Q2 2021Q2 20211
TCTC Holdings, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
XTX MARKETS LLC 110.70%0.70%0.70%Q4 2020Q4 20201
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
MCKINLEY CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q1 2016Q1 20161
AlphaCore Capital LLC 110.01%0.01%0.01%Q1 2020Q1 20201
BDO Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Stevard, LLC 110.12%0.12%0.12%Q3 2020Q3 20201
JACKSON SQUARE CAPITAL, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
WOODMONT INVESTMENT COUNSEL LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Caption Management, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Johnson Financial Group, LLC 110.19%0.19%0.19%Q4 2017Q4 20171
Peak Ten Capital LLC 113.42%3.42%3.42%Q4 2014Q4 20141
Black Swift Group, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Zenit Asset Management AB 110.07%0.07%0.07%Q3 2015Q3 20151
Trellus Management Company, LLC 110.27%0.27%0.27%Q1 2015Q1 20151
WIPFLI FINANCIAL ADVISORS LLC, 110.01%0.01%0.01%Q3 2022Q3 20221
Cordant, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
qPULA Trading Management LP 110.40%0.40%0.40%Q1 2022Q1 20221
Planned Solutions, Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
SANDLER CAPITAL MANAGEMENT 110.64%0.64%0.64%Q4 2015Q4 20151
Jump Financial, LLC 110.38%0.38%0.38%Q3 2020Q3 20201
Ahrens Investment Partners LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Founders Financial Alliance, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Ten Capital Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Banco BTG Pactual S.A. 110.53%0.53%0.53%Q4 2016Q4 20161
TIEDEMANN TRUST CO 110.10%0.10%0.10%Q2 2013Q2 20131
CastleKnight Management LP 110.06%0.06%0.06%Q3 2022Q3 20221
Graham Capital Management, L.P. 110.01%0.01%0.01%Q3 2023Q3 20231
Fortis Advisors, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Meridian Wealth Management, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
MRA Advisory Group 110.30%0.30%0.30%Q4 2020Q4 20201
Diversified, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Altus Wealth Group LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Forefront Analytics, LLC 110.08%0.08%0.08%Q1 2020Q1 20201
PAYDEN & RYGEL 110.00%0.00%0.00%Q4 2015Q4 20151
Annapolis Financial Services, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Exchange Capital Management, Inc. 110.00%0.00%0.00%Q4 2014Q4 20141
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 110.00%0.00%0.00%Q4 2021Q4 20211
Crestline Management, LP 110.00%0.00%0.00%Q3 2016Q3 20161
Oder Investment Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Lunia Capital LP 112.13%2.13%2.13%Q3 2020Q3 20201
Harvest Fund Management Co., Ltd 110.04%0.04%0.04%Q2 2023Q2 20231
Colonial River Wealth Management, LLC 110.47%0.47%0.47%Q2 2023Q2 20231
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
DEFINED WEALTH MANAGEMENT, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
CHILDRESS CAPITAL ADVISORS, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
South Shore Capital Advisors 111.35%1.35%1.35%Q4 2020Q4 20201
Bridgeworth, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Clearwater Capital Advisors, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
O'Brien Wealth Partners LLC 110.00%0.00%0.00%Q3 2018Q3 20181
IBEX WEALTH ADVISORS 110.00%0.00%0.00%Q4 2016Q4 20161
Guardian Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Syverson Strege & Co 110.01%0.01%0.01%Q1 2023Q1 20231
First Capital Advisors Group, LLC. 110.01%0.01%0.01%Q1 2018Q1 20181
Paragon Wealth Strategies, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Skye Global Management LP 111.10%1.10%1.10%Q3 2022Q3 20221
KOCH INDUSTRIES INC 110.24%0.24%0.24%Q1 2017Q1 20171
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 110.01%0.01%0.01%Q4 2020Q4 20201
Reby Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Cornerstone Wealth Management, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
HBK INVESTMENTS L P 110.01%0.01%0.01%Q3 2015Q3 20151
Bristlecone Advisors, LLC 110.02%0.02%0.02%Q3 2017Q3 20171
Horan Securities, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 110.99%0.99%0.99%Q1 2016Q1 20161
Inspire Investing, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
MBB PUBLIC MARKETS I LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Ausdal Financial Partners, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
Well Done, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
VISTA FINANCE, LLC 110.51%0.51%0.51%Q4 2021Q4 20211
Allegis Investment Advisors, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
AlphaMark Advisors, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Spectrum Management Group, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Santa Fe Partners LLC 110.11%0.11%0.11%Q1 2015Q1 20151
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Herald Investment Management Ltd 110.34%0.34%0.34%Q2 2013Q2 20131
WADE G W & INC 110.29%0.29%0.29%Q2 2016Q2 20161
COTTONWOOD CAPITAL ADVISORS, LLC 110.23%0.23%0.23%Q3 2023Q3 20231
Geduld E E 110.45%0.45%0.45%Q3 2013Q3 20131
TCWP LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Operose Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Passport Capital, LLC 110.02%0.02%0.02%Q1 2016Q1 20161
Ilmarinen Mutual Pension Insurance Co 110.03%0.03%0.03%Q1 2023Q1 20231
SPRINGS CAPITAL (HONG KONG) Ltd 111.05%1.05%1.05%Q4 2021Q4 20211
Raleigh Capital Management Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Oribel Capital Management, LP 111.38%1.38%1.38%Q4 2016Q4 20161
Global Wealth Strategies & Associates 110.00%0.00%0.00%Q4 2022Q4 20221
BBR PARTNERS, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
YHB Investment Advisors, Inc. 110.06%0.06%0.06%Q3 2023Q3 20231
Zweig-DiMenna Associates LLC 110.27%0.27%0.27%Q1 2015Q1 20151
AXQ CAPITAL, LP 110.31%0.31%0.31%Q1 2023Q1 20231
Beacon Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Safeguard Financial, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Lee Capital Management LP 111.19%1.19%1.19%Q1 2018Q1 20181
FSC Wealth Advisors, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
Stuart Chaussee & Associates, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
Bluefin Trading, LLC 110.03%0.03%0.03%Q4 2016Q4 20161
Alight Capital Management LP 114.66%4.66%4.66%Q2 2023Q2 20231
XY Capital Ltd 111.49%1.49%1.49%Q4 2022Q4 20221
Jackson, Grant Investment Advisers, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
MARSHALL WACE ASIA Ltd 110.01%0.01%0.01%Q1 2017Q1 20171
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 110.00%0.00%0.00%Q1 2022Q1 20221
Fiduciary Alliance LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Roble, Belko & Company, Inc 110.00%0.00%0.00%Q1 2016Q1 20161
Mariner Wealth Advisors-NYC, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Delek Group, Ltd. 110.00%0.00%0.00%Q4 2017Q4 20171
ROPES WEALTH ADVISORS LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Otter Creek Advisors, LLC 112.09%2.09%2.09%Q3 2023Q3 20231
VitalStone Financial, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Prossimo Advisors, LLC 110.29%0.29%0.29%Q2 2023Q2 20231
Beverly Hills Private Wealth, LLC 110.06%0.06%0.06%Q2 2023Q2 20231
Farmer Steven Patrick 110.01%0.01%0.01%Q2 2022Q2 20221
Milestone Investment Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
DRW Securities, LLC 110.03%0.03%0.03%Q4 2017Q4 20171
KLR INVESTMENT ADVISORS, LLC 110.40%0.40%0.40%Q2 2023Q2 20231
New Republic Capital, LLC 110.16%0.16%0.16%Q3 2023Q3 20231
Ramirez Asset Management, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
External links

This page lists all the filers that currently own SAP SE or have owned SAP SE in the past.