SERVICE PPTYS TR shareholder history

Current and past SERVICE PPTYS TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Citadel Advisors 20200.00%0.00%0.00%Q3 2019Q2 202459
SUSQUEHANNA INTERNATIONAL GROUP, LLP 20200.00%0.00%0.00%Q3 2019Q2 202457
Cutler Group LLC / CA 1420.00%0.00%0.01%Q3 2019Q3 202333
JANE STREET GROUP, LLC 1160.00%0.00%0.00%Q1 2020Q2 202432
WOLVERINE TRADING, LLC 640.00%0.00%0.00%Q3 2019Q3 202326
MACQUARIE GROUP LTD 21210.00%0.00%0.01%Q2 2019Q2 202421
Louisiana State Employees Retirement System 20200.01%0.02%0.05%Q3 2019Q2 202420
ALLIANCEBERNSTEIN L.P. 20200.00%0.00%0.01%Q3 2019Q2 202420
State of Alaska, Department of Revenue 20200.01%0.02%0.02%Q3 2019Q2 202420
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 20200.00%0.00%0.01%Q3 2019Q2 202420
Baugh & Associates, LLC 20200.69%1.81%2.76%Q3 2019Q2 202420
CITIGROUP INC 20200.00%0.00%0.00%Q3 2019Q2 202420
MANUFACTURERS LIFE INSURANCE COMPANY, THE 20200.00%0.00%0.01%Q3 2019Q2 202420
PRICE T ROWE ASSOCIATES INC /MD/ 20200.00%0.00%0.00%Q3 2019Q2 202420
AMERIPRISE FINANCIAL INC 20200.00%0.00%0.01%Q3 2019Q2 202420
BANK OF AMERICA CORP /DE/ 20200.00%0.00%0.00%Q3 2019Q2 202420
KEMPNER CAPITAL MANAGEMENT INC. 20200.14%0.31%0.86%Q3 2019Q2 202420
Kelly Financial Services LLC 20200.00%0.00%0.01%Q3 2019Q2 202420
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 20200.00%0.00%0.02%Q3 2019Q2 202420
VANGUARD GROUP INC 20200.00%0.01%0.02%Q3 2019Q2 202420
JPMORGAN CHASE & CO 20200.00%0.00%0.01%Q3 2019Q2 202420
Raymond James Financial Services Advisors, Inc. 20200.00%0.00%0.00%Q3 2019Q2 202420
J. L. Bainbridge & Co., Inc. 20200.03%0.13%0.44%Q3 2019Q2 202420
UBS Group AG 20200.00%0.00%0.00%Q3 2019Q2 202420
GEODE CAPITAL MANAGEMENT, LLC 20200.00%0.01%0.02%Q3 2019Q2 202420
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 20200.00%0.01%0.02%Q3 2019Q2 202420
HM PAYSON & CO 20200.00%0.00%0.01%Q3 2019Q2 202420
LSV ASSET MANAGEMENT 20200.04%0.10%0.30%Q3 2019Q2 202420
SEI INVESTMENTS CO 20200.00%0.00%0.00%Q3 2019Q2 202420
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 20200.00%0.01%0.02%Q3 2019Q2 202420
Lindbrook Capital, LLC 20200.00%0.00%0.01%Q3 2019Q2 202420
Allianz Asset Management GmbH 20200.00%0.00%0.01%Q3 2019Q2 202420
TEXAS PERMANENT SCHOOL FUND CORP 20200.01%0.02%0.05%Q3 2019Q2 202420
VOYA INVESTMENT MANAGEMENT LLC 20200.00%0.00%0.01%Q3 2019Q2 202420
LPL Financial LLC 20200.00%0.00%0.00%Q3 2019Q2 202420
STRS OHIO 20200.00%0.01%0.02%Q3 2019Q2 202420
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 20200.00%0.01%0.02%Q3 2019Q2 202420
Eukles Asset Management 20200.02%0.06%0.23%Q3 2019Q2 202420
NOMURA ASSET MANAGEMENT CO LTD 20200.00%0.01%0.03%Q3 2019Q2 202420
Legal & General Group Plc 20200.00%0.01%0.02%Q3 2019Q2 202420
STATE STREET CORP 20200.00%0.01%0.02%Q3 2019Q2 202420
Community Bank of Raymore 20200.58%3.41%11.55%Q3 2019Q2 202420
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 20200.01%0.01%0.04%Q3 2019Q2 202420
BlackRock Finance, Inc. 20200.00%0.01%0.02%Q3 2019Q2 202420
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 20200.00%0.01%0.04%Q3 2019Q2 202420
TWO SIGMA ADVISERS, LP 20200.00%0.00%0.01%Q3 2019Q2 202420
ProShare Advisors LLC 20200.00%0.00%0.01%Q3 2019Q2 202420
VICTORY CAPITAL MANAGEMENT INC 20200.00%0.00%0.00%Q3 2019Q2 202420
PNC FINANCIAL SERVICES GROUP, INC. 20200.00%0.00%0.00%Q3 2019Q2 202420
RHUMBLINE ADVISERS 20200.00%0.01%0.02%Q3 2019Q2 202420
Sumitomo Mitsui Trust Holdings, Inc. 20200.00%0.00%0.01%Q3 2019Q2 202420
CAPITAL MANAGEMENT CORP /VA 20201.84%3.96%5.44%Q3 2019Q2 202420
FIFTH THIRD BANCORP 20200.00%0.00%0.00%Q3 2019Q2 202420
FIRST TRUST ADVISORS LP 20200.00%0.00%0.03%Q3 2019Q2 202420
PRUDENTIAL FINANCIAL INC 20200.00%0.02%0.06%Q3 2019Q2 202420
Creative Planning 20200.00%0.00%0.00%Q3 2019Q2 202420
Daiwa Securities Group Inc. 20200.00%0.00%0.01%Q3 2019Q2 202420
THRIVENT FINANCIAL FOR LUTHERANS 20200.00%0.02%0.04%Q3 2019Q2 202420
DIMENSIONAL FUND ADVISORS LP 20200.00%0.01%0.03%Q3 2019Q2 202420
Nuveen Asset Management, LLC 20200.00%0.00%0.01%Q3 2019Q2 202420
Parallel Advisors, LLC 20200.00%0.00%0.03%Q3 2019Q2 202420
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 20200.00%0.01%0.05%Q3 2019Q2 202420
Russell Investments Group, Ltd. 20200.00%0.00%0.00%Q3 2019Q2 202420
NORTHERN TRUST CORP 20200.00%0.01%0.02%Q3 2019Q2 202420
Invesco Ltd. 20200.00%0.00%0.02%Q3 2019Q2 202420
Alberta Investment Management Corp 20200.00%0.01%0.06%Q3 2019Q2 202420
NISA INVESTMENT ADVISORS, LLC 20200.00%0.01%0.02%Q3 2019Q2 202420
Arizona State Retirement System 20200.00%0.01%0.03%Q3 2019Q2 202420
WELLS FARGO & COMPANY/MN 20200.00%0.00%0.00%Q3 2019Q2 202420
FMR LLC 20200.00%0.00%0.00%Q3 2019Q2 202420
MetLife Investment Management, LLC 20200.00%0.01%0.03%Q3 2019Q2 202420
QUADRANT CAPITAL GROUP LLC 20200.00%0.01%0.01%Q3 2019Q2 202420
NEW YORK STATE COMMON RETIREMENT FUND 20200.00%0.00%0.01%Q3 2019Q2 202420
GOLDMAN SACHS GROUP INC 20200.00%0.00%0.01%Q3 2019Q2 202420
HSBC HOLDINGS PLC 20200.00%0.00%0.00%Q3 2019Q2 202420
ROYAL BANK OF CANADA 20200.00%0.00%0.00%Q3 2019Q2 202420
US BANCORP \DE\ 20200.00%0.00%0.00%Q3 2019Q2 202420
Ameritas Investment Partners, Inc. 20200.00%0.02%0.07%Q3 2019Q2 202420
Steward Partners Investment Advisory, LLC 20200.00%0.00%0.01%Q3 2019Q2 202420
SIGNATUREFD, LLC 20200.00%0.01%0.01%Q3 2019Q2 202420
Tower Research Capital LLC (TRC) 20200.00%0.00%0.01%Q3 2019Q2 202420
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 20200.00%0.02%0.35%Q3 2019Q2 202420
AMALGAMATED BANK 20200.00%0.01%0.02%Q3 2019Q2 202420
Sound Income Strategies, LLC 20200.00%0.00%0.01%Q3 2019Q2 202420
IFP Advisors, Inc 20200.00%0.00%0.00%Q3 2019Q2 202420
Zurcher Kantonalbank (Zurich Cantonalbank) 20200.00%0.00%0.01%Q3 2019Q2 202420
MORGAN STANLEY 20200.00%0.00%0.01%Q3 2019Q2 202420
SG Americas Securities, LLC 20200.00%0.01%0.05%Q3 2019Q2 202420
Anchor Investment Management, LLC 20200.00%0.01%0.03%Q1 2016Q4 202020
PRINCIPAL FINANCIAL GROUP INC 20200.00%0.01%0.02%Q3 2019Q2 202420
CREDIT SUISSE AG/ 19190.00%0.00%0.01%Q3 2019Q1 202420
AQR Capital Management 20200.00%0.01%0.02%Q3 2019Q2 202420
Asset Management One Co., Ltd. 20200.01%0.01%0.06%Q3 2019Q2 202420
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 20200.00%0.00%0.01%Q3 2019Q2 202420
Bank of New York Mellon Corp 20200.00%0.01%0.02%Q3 2019Q2 202420
BANK OF MONTREAL /CAN/ 20200.00%0.00%0.00%Q3 2019Q2 202420
STIFEL FINANCIAL CORP 20200.00%0.00%0.01%Q3 2019Q2 202420
DEUTSCHE BANK AG\ 20200.00%0.00%0.00%Q3 2019Q2 202420
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 20200.00%0.00%0.00%Q3 2019Q2 202420
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 20200.00%0.00%0.01%Q3 2019Q2 202420
Swiss National Bank 20200.00%0.00%0.01%Q3 2019Q2 202420
Mitsubishi UFJ Asset Management Co., Ltd. 20200.00%0.00%0.01%Q3 2019Q2 202420
abrdn plc 19190.00%0.00%0.00%Q4 2019Q2 202419
Ensign Peak Advisors, Inc 19190.00%0.01%0.07%Q4 2019Q2 202419
M&T BANK CORP 1630.00%0.00%0.00%Q3 2019Q2 202419
METROPOLITAN LIFE INSURANCE CO/NY 19190.00%0.01%0.02%Q3 2019Q1 202419
Armor Investment Advisors, LLC 19190.44%1.13%1.66%Q3 2019Q1 202419
AMERICAN INTERNATIONAL GROUP, INC. 19190.00%0.01%0.03%Q3 2019Q1 202419
MCF Advisors LLC 1090.00%0.00%0.01%Q3 2019Q2 202419
ALPS ADVISORS INC 1090.00%0.01%0.02%Q3 2019Q2 202419
NewEdge Advisors, LLC 1720.00%0.01%0.06%Q3 2019Q2 202419
MILLENNIUM MANAGEMENT LLC 1360.00%0.00%0.03%Q3 2019Q2 202419
State of Tennessee, Department of Treasury 1720.00%0.00%0.01%Q3 2019Q2 202419
VAN ECK ASSOCIATES CORP 19190.00%0.00%0.00%Q4 2019Q2 202419
Crossmark Global Holdings, Inc. 19190.00%0.00%0.01%Q4 2019Q2 202419
CANADA LIFE ASSURANCE Co 19190.00%0.01%0.01%Q4 2019Q2 202419
HARBOR INVESTMENT ADVISORY, LLC 19190.00%0.00%0.02%Q4 2019Q2 202419
Janney Montgomery Scott LLC 18180.00%0.00%0.02%Q3 2019Q4 202318
RPG Investment Advisory, LLC 18180.62%1.42%2.42%Q3 2019Q4 202318
OSAIC HOLDINGS, INC. 18180.00%0.00%0.00%Q1 2020Q2 202418
COMMONWEALTH EQUITY SERVICES, LLC 1260.00%0.00%0.01%Q3 2019Q2 202418
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 1170.00%0.00%0.01%Q3 2019Q1 202418
NORGES BANK 1610.00%0.00%0.02%Q3 2019Q2 202418
ENVESTNET ASSET MANAGEMENT INC 1350.00%0.00%0.00%Q3 2019Q2 202418
KBC Group NV 990.00%0.00%0.01%Q3 2019Q2 202418
Sumitomo Mitsui DS Asset Management Company, Ltd 17170.00%0.00%0.01%Q2 2020Q2 202417
Larson Financial Group LLC 17170.00%0.01%0.02%Q2 2020Q2 202417
Cambridge Investment Research Advisors, Inc. 980.00%0.00%0.00%Q3 2019Q2 202417
WOLVERINE ASSET MANAGEMENT LLC 990.00%0.01%0.02%Q2 2022Q2 202417
MACKENZIE FINANCIAL CORP 1120.00%0.00%0.03%Q3 2019Q2 202417
FRANKLIN RESOURCES INC 920.00%0.00%0.00%Q4 2019Q2 202417
EARNEST PARTNERS LLC 17170.00%0.00%0.00%Q3 2019Q3 202317
CULLEN/FROST BANKERS, INC. 17170.00%0.01%0.04%Q3 2019Q3 202317
Cubist Systematic Strategies, LLC 16160.00%0.01%0.03%Q4 2019Q3 202316
BALYASNY ASSET MANAGEMENT L.P. 820.01%0.04%0.10%Q4 2019Q2 202416
TimeScale Financial, Inc. 16160.00%0.00%0.00%Q3 2019Q2 202316
Hexagon Capital Partners LLC 16160.00%0.00%0.01%Q3 2020Q2 202416
Mitsubishi UFJ Trust & Banking Corp 1150.00%0.00%0.00%Q3 2019Q1 202416
BDO Wealth Advisors, LLC 16160.00%0.01%0.06%Q3 2019Q2 202316
Grandview Asset Management LLC 15150.16%0.41%1.64%Q4 2020Q2 202415
SOA Wealth Advisors, LLC. 15150.00%0.00%0.00%Q4 2020Q2 202415
Squarepoint Ops LLC 610.00%0.00%0.02%Q3 2019Q1 202414
TEACHER RETIREMENT SYSTEM OF TEXAS 14140.00%0.00%0.01%Q4 2020Q1 202414
WELCH & FORBES LLC 14140.00%0.07%0.40%Q3 2019Q4 202214
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 720.00%0.01%0.02%Q1 2020Q1 202414
COMERICA BANK 14140.00%0.01%0.02%Q3 2019Q4 202214
Parkside Financial Bank & Trust 1020.00%0.00%0.00%Q3 2019Q2 202414
SHELL ASSET MANAGEMENT CO 14140.00%0.01%0.02%Q3 2019Q4 202214
Ellevest, Inc. 14140.00%0.00%0.00%Q4 2019Q1 202314
Key FInancial Inc 14140.00%0.00%0.00%Q1 2021Q2 202414
HighTower Advisors, LLC 610.00%0.00%0.03%Q3 2019Q2 202414
Employees Retirement System of Texas 1210.01%0.01%0.04%Q3 2019Q2 202314
PROFUND ADVISORS LLC 1010.00%0.01%0.03%Q3 2019Q4 202314
ALGERT GLOBAL LLC 1220.00%0.13%0.52%Q4 2020Q2 202414
First National Bank of Mount Dora, Trust Investment Services 14140.02%0.04%0.06%Q1 2021Q2 202414
GROUP ONE TRADING, L.P. 710.00%0.00%0.00%Q4 2019Q2 202413
Penserra Capital Management LLC 13130.00%0.01%0.02%Q2 2021Q2 202413
Versant Capital Management, Inc 13130.00%0.01%0.01%Q2 2021Q2 202413
Allworth Financial LP 13130.00%0.00%0.00%Q2 2021Q2 202413
TWO SIGMA INVESTMENTS, LP 610.00%0.01%0.02%Q3 2019Q3 202313
GUGGENHEIM CAPITAL LLC 940.00%0.01%0.02%Q3 2019Q4 202313
PUBLIC SECTOR PENSION INVESTMENT BOARD 13130.01%0.02%0.03%Q2 2021Q2 202413
Handelsbanken Fonder AB 13130.00%0.00%0.00%Q2 2021Q2 202413
MEEDER ASSET MANAGEMENT INC 13130.00%0.02%0.12%Q3 2019Q3 202213
STATE OF WISCONSIN INVESTMENT BOARD 1030.00%0.00%0.00%Q3 2019Q2 202413
CIBC Asset Management Inc 13130.00%0.00%0.00%Q2 2021Q2 202413
THOMPSON INVESTMENT MANAGEMENT, INC. 13130.00%0.05%0.08%Q2 2020Q2 202313
Alpha Cubed Investments, LLC 13130.01%0.01%0.04%Q3 2019Q3 202213
CM Management, LLC 1210.17%0.91%1.72%Q4 2020Q2 202413
American Portfolios Advisors 13130.00%0.00%0.01%Q3 2019Q3 202213
Amundi 13130.00%0.00%0.00%Q2 2021Q2 202413
HAP Trading, LLC 510.00%0.00%0.04%Q3 2019Q3 202312
Private Capital Group, LLC 12120.00%0.00%0.00%Q3 2019Q2 202212
Engineers Gate Manager LP 510.01%0.01%0.02%Q4 2019Q2 202412
WEDBUSH SECURITIES INC 710.00%0.01%0.02%Q3 2019Q2 202412
D. E. Shaw & Co., Inc. 12120.00%0.00%0.01%Q2 2020Q1 202312
CENTRAL TRUST Co 12120.00%0.00%0.01%Q3 2019Q2 202212
Independent Advisor Alliance 1110.00%0.02%0.03%Q4 2019Q4 202212
Geneos Wealth Management Inc. 12120.00%0.00%0.01%Q3 2019Q2 202212
PANAGORA ASSET MANAGEMENT INC 1020.00%0.01%0.06%Q3 2019Q4 202212
Grantham, Mayo, Van Otterloo & Co. LLC 710.00%0.00%0.01%Q3 2019Q2 202412
FEDERATED HERMES, INC. 750.00%0.00%0.01%Q3 2019Q1 202412
Mirae Asset Global Investments Co., Ltd. 930.00%0.03%0.15%Q3 2019Q2 202412
DekaBank Deutsche Girozentrale 1110.00%0.00%0.01%Q3 2019Q2 202412
Qube Research & Technologies Ltd 610.00%0.01%0.04%Q1 2020Q2 202412
JANUS HENDERSON GROUP PLC 12120.00%0.00%0.00%Q3 2021Q2 202412
YOUSIF CAPITAL MANAGEMENT, LLC 11110.00%0.01%0.02%Q4 2021Q2 202411
Bell Investment Advisors, Inc 920.00%0.00%0.00%Q3 2021Q2 202411
DUPONT CAPITAL MANAGEMENT CORP 11110.00%0.01%0.03%Q3 2019Q1 202211
AdvisorNet Financial, Inc 11110.00%0.00%0.01%Q3 2019Q1 202211
CastleKnight Management LP 10100.11%0.36%0.61%Q1 2022Q2 202411
GSA CAPITAL PARTNERS LLP 610.03%0.06%0.11%Q4 2019Q1 202411
Maryland State Retirement & Pension System 740.01%0.01%0.02%Q3 2021Q2 202411
Covestor Ltd 11110.00%0.00%0.01%Q4 2021Q2 202411
Renaissance Technologies 610.00%0.00%0.02%Q3 2019Q4 202211
EVERENCE CAPITAL MANAGEMENT INC 740.01%0.02%0.03%Q2 2021Q2 202411
Allspring Global Investments Holdings, LLC 11110.00%0.00%0.00%Q4 2021Q2 202411
SHELTON CAPITAL MANAGEMENT 830.00%0.01%0.02%Q3 2019Q1 202311
Investment Research & Advisory Group, Inc. 11110.00%0.01%0.02%Q4 2019Q2 202211
Mariner, LLC 810.00%0.00%0.01%Q3 2019Q2 202411
MONETARY MANAGEMENT GROUP INC 11110.00%0.01%0.01%Q3 2021Q1 202411
PARAMETRIC PORTFOLIO ASSOCIATES LLC 11110.01%0.01%0.02%Q3 2019Q1 202211
CWM, LLC 11110.00%0.00%0.00%Q4 2021Q2 202411
NORWOOD FINANCIAL CORP 10100.01%0.01%0.01%Q4 2021Q1 202410
Quent Capital, LLC 10100.00%0.00%0.00%Q1 2022Q2 202410
REDWOOD CAPITAL MANAGEMENT, LLC 10100.26%2.32%5.33%Q2 2020Q3 202210
ADVISOR PARTNERS LLC 10100.01%0.02%0.03%Q1 2020Q2 202210
Paloma Partners Management Co 910.01%0.01%0.04%Q3 2019Q1 202210
TUDOR INVESTMENT CORP ET AL 710.00%0.02%0.04%Q1 2020Q2 202410
EverSource Wealth Advisors, LLC 820.00%0.00%0.01%Q4 2021Q2 202410
GREAT LAKES ADVISORS, LLC 10100.00%0.07%0.16%Q2 2021Q3 202310
Vestcor Inc 610.01%0.05%0.16%Q4 2019Q1 202410
EMC Capital Management 10100.03%0.10%0.48%Q1 2022Q2 202410
Truehand, Inc 10100.00%0.00%0.01%Q3 2019Q4 202110
UMB Bank, n.a. 820.00%0.00%0.00%Q4 2021Q2 202410
Global Retirement Partners, LLC 10100.00%0.00%0.00%Q1 2022Q2 202410
Flat Footed LLC 660.40%3.25%8.73%Q4 2021Q1 202310
AMP Capital Investors Ltd 10100.00%0.00%0.01%Q3 2019Q4 202110
Retirement Group, LLC 910.00%0.00%0.00%Q4 2019Q2 202210
Cetera Advisor Networks LLC 550.00%0.00%0.01%Q3 2019Q4 202310
BARCLAYS PLC 10100.00%0.00%0.00%Q1 2022Q2 202410
HUNTINGTON NATIONAL BANK 820.00%0.00%0.00%Q3 2019Q3 202310
Graham Capital Management, L.P. 10100.01%0.03%0.07%Q4 2021Q1 202410
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 910.00%0.00%0.01%Q3 2019Q2 202410
EVERGREEN CAPITAL MANAGEMENT LLC 630.00%0.01%0.01%Q2 2020Q4 20239
KNOTT DAVID M 990.00%0.01%0.01%Q3 2019Q3 20219
Founders Capital Management 630.00%0.00%0.01%Q3 2019Q1 20229
Jacobi Capital Management LLC 990.00%0.01%0.03%Q3 2019Q3 20219
VIRGINIA RETIREMENT SYSTEMS ET Al 720.00%0.02%0.03%Q3 2019Q2 20239
TUCKER ASSET MANAGEMENT LLC 990.02%0.06%0.09%Q2 2022Q2 20249
Fieldpoint Private Securities, LLC 720.00%0.02%0.07%Q3 2019Q2 20229
Colonial Trust Advisors 720.00%0.01%0.06%Q3 2019Q2 20249
Berman Capital Advisors, LLC 990.00%0.01%0.04%Q3 2019Q3 20219
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 990.00%0.00%0.00%Q4 2020Q4 20229
Sonora Investment Management, LLC 990.02%0.17%0.74%Q3 2019Q3 20219
First Horizon Advisors, Inc. 720.00%0.00%0.00%Q3 2019Q2 20239
NEXT Financial Group, Inc 630.00%0.00%0.01%Q3 2019Q4 20219
World Asset Management Inc 990.01%0.01%0.02%Q3 2019Q3 20219
FARMERS & MERCHANTS INVESTMENTS INC 810.00%0.00%0.00%Q4 2019Q2 20249
BESSEMER GROUP INC 410.00%0.00%0.00%Q3 2019Q1 20249
Laird Norton Wetherby Wealth Management, LLC 990.01%0.01%0.01%Q1 2020Q1 20229
HRT FINANCIAL LP 320.00%0.01%0.02%Q2 2020Q3 20239
EII CAPITAL MANAGEMENT, INC. 990.04%0.07%0.13%Q3 2019Q3 20219
Sheaff Brock Investment Advisors, LLC 990.01%0.13%0.57%Q3 2019Q3 20219
ExodusPoint Capital Management, LP 510.00%0.01%0.04%Q2 2020Q2 20249
SIGULER GUFF ADVISERS, LLC 992.02%3.18%5.99%Q4 2020Q4 20229
Financial Gravity Asset Management, Inc. 610.00%0.00%0.01%Q3 2019Q1 20249
Transamerica Financial Advisors, Inc. 990.00%0.00%0.00%Q2 2022Q2 20249
DUNCKER STREETT & CO INC 990.00%0.03%0.12%Q3 2019Q3 20219
MCKINLEY CAPITAL MANAGEMENT LLC 990.01%0.02%0.04%Q3 2019Q3 20219
AlphaCrest Capital Management LLC 630.01%0.03%0.05%Q3 2019Q2 20229
PRIVATE TRUST CO NA 990.00%0.00%0.00%Q2 2022Q2 20249
Sutton Wealth Advisors Inc. 720.00%0.00%0.01%Q1 2019Q4 20229
CAXTON ASSOCIATES LP 310.01%0.04%0.10%Q4 2019Q2 20249
First Trust Direct Indexing L.P. 320.01%0.01%0.02%Q2 2021Q2 20248
Gotham Asset Management, LLC 710.00%0.00%0.01%Q4 2020Q1 20248
Dorsey & Whitney Trust CO LLC 880.01%0.01%0.02%Q2 2020Q1 20228
ENTERPRISE FINANCIAL SERVICES CORP 880.00%0.00%0.02%Q3 2019Q2 20218
Advisory Services Network, LLC 210.00%0.01%0.03%Q4 2019Q4 20238
Point72 Hong Kong Ltd 530.00%0.01%0.07%Q2 2020Q2 20228
CORNERCAP INVESTMENT COUNSEL INC 880.08%0.10%0.13%Q3 2019Q2 20218
D.A. DAVIDSON & CO. 530.00%0.00%0.01%Q4 2019Q4 20218
JFS WEALTH ADVISORS, LLC 620.00%0.00%0.01%Q3 2019Q1 20248
Kovack Advisors, Inc. 710.02%0.03%0.07%Q4 2019Q1 20228
Barnett & Company, Inc. 880.00%0.08%0.25%Q3 2019Q2 20218
State of New Jersey Common Pension Fund D 320.00%0.01%0.01%Q3 2019Q3 20238
PICTET ASSET MANAGEMENT SA 880.00%0.00%0.00%Q3 2021Q2 20238
J.P. Morgan Private Wealth Advisors LLC 530.00%0.00%0.00%Q3 2019Q4 20228
Oakworth Capital, Inc. 880.00%0.00%0.00%Q3 2019Q2 20218
AllSquare Wealth Management LLC 880.01%0.02%0.04%Q3 2019Q2 20218
HARBOUR INVESTMENTS, INC. 440.00%0.00%0.00%Q1 2021Q1 20238
TRUST CO OF VERMONT 880.00%0.00%0.00%Q3 2019Q2 20218
VOLORIDGE INVESTMENT MANAGEMENT, LLC 310.00%0.01%0.03%Q3 2019Q2 20238
IndexIQ Advisors LLC 880.02%0.02%0.03%Q2 2020Q1 20228
Edgestream Partners, L.P. 880.13%0.25%0.41%Q2 2021Q1 20238
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 320.00%0.00%0.01%Q2 2021Q3 20238
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 510.00%0.01%0.02%Q3 2019Q1 20228
TD PRIVATE CLIENT WEALTH LLC 880.00%0.00%0.00%Q4 2019Q3 20218
PICTET ASSET MANAGEMENT LTD 880.00%0.00%0.00%Q3 2019Q2 20218
B. Riley Wealth Management, Inc. 880.01%0.02%0.02%Q1 2020Q4 20218
Baird Financial Group, Inc. 770.00%0.00%0.00%Q3 2020Q1 20227
Charter Oak Capital Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
JANICZEK WEALTH MANAGEMENT, LLC 770.00%0.00%0.00%Q3 2020Q1 20227
FinTrust Capital Advisors, LLC 430.00%0.01%0.01%Q3 2019Q2 20247
Dynamic Technology Lab Private Ltd 310.01%0.03%0.06%Q1 2020Q4 20227
Vanguard Personalized Indexing Management, LLC 770.00%0.00%0.01%Q4 2022Q2 20247
GREENLEAF TRUST 770.00%0.00%0.00%Q2 2020Q4 20217
TCI Wealth Advisors, Inc. 320.00%0.00%0.01%Q3 2019Q1 20237
AMUNDI ASSET MANAGEMENT US, INC. 770.00%0.00%0.02%Q3 2019Q1 20217
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 430.00%0.00%0.00%Q3 2019Q3 20217
Graves Light Lenhart Wealth, Inc. 770.00%0.00%0.00%Q4 2020Q2 20227
Carroll Financial Associates, Inc. 770.00%0.00%0.00%Q2 2020Q4 20217
FIRST QUADRANT LLC/CA 770.03%0.04%0.06%Q2 2020Q4 20217
STATE OF MICHIGAN RETIREMENT SYSTEM 770.00%0.01%0.01%Q3 2019Q1 20217
Spire Wealth Management 610.00%0.00%0.00%Q1 2021Q1 20237
ClariVest Asset Management LLC 770.00%0.00%0.00%Q3 2022Q1 20247
Freedom Investment Management, Inc. 770.02%0.04%0.07%Q1 2021Q3 20227
Man Group plc 430.00%0.00%0.01%Q2 2020Q2 20247
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 770.00%0.00%0.01%Q3 2019Q1 20217
Farther Finance Advisors, LLC 770.00%0.00%0.00%Q4 2022Q2 20247
Retirement Systems of Alabama 770.01%0.01%0.03%Q3 2019Q1 20217
Valeo Financial Advisors, LLC 770.00%0.00%0.00%Q3 2019Q1 20217
Hudock, Inc. 770.00%0.00%0.00%Q3 2019Q1 20217
Sowell Financial Services LLC 770.00%0.00%0.00%Q3 2019Q1 20217
Rockefeller Capital Management L.P. 610.00%0.00%0.00%Q4 2020Q4 20227
SIMPLEX TRADING, LLC 520.00%0.00%0.00%Q1 2020Q2 20247
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 770.01%0.02%0.03%Q3 2019Q1 20217
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 770.01%0.01%0.03%Q3 2019Q1 20217
Meiji Yasuda Asset Management Co Ltd. 770.01%0.02%0.02%Q1 2022Q3 20237
SECURIAN ASSET MANAGEMENT, INC 770.00%0.03%0.08%Q3 2019Q1 20217
BELLEVUE ASSET MANAGEMENT, LLC 770.00%0.00%0.00%Q4 2019Q2 20217
ACADIAN ASSET MANAGEMENT LLC 660.00%0.00%0.00%Q4 2019Q1 20216
Siguler Guff Advisers, LLC 663.76%5.69%6.72%Q1 2023Q2 20246
Aperio Group, LLC 660.02%0.05%0.13%Q3 2019Q4 20206
Delta Investment Management, LLC 660.04%0.16%0.24%Q1 2023Q2 20246
Sunbelt Securities, Inc. 660.00%0.00%0.00%Q1 2023Q2 20246
Schonfeld Strategic Advisors LLC 310.00%0.01%0.02%Q1 2020Q4 20236
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 310.00%0.04%0.10%Q1 2020Q2 20246
Winfield Associates, Inc. 660.04%0.09%0.19%Q3 2019Q4 20206
Connor, Clark & Lunn Investment Management Ltd. 420.00%0.00%0.01%Q1 2021Q2 20246
Advisors Asset Management, Inc. 420.01%0.02%0.03%Q3 2019Q1 20216
Live Oak Investment Partners 510.00%0.00%0.00%Q4 2022Q2 20246
Columbia Asset Management 660.02%0.09%0.27%Q3 2019Q4 20206
Magnus Financial Group LLC 660.01%0.03%0.05%Q3 2019Q4 20206
140 Summer Partners LP 662.10%3.21%4.78%Q4 2020Q1 20226
Moisand Fitzgerald Tamayo, LLC 660.00%0.00%0.00%Q3 2022Q4 20236
MASON STREET ADVISORS, LLC 660.01%0.02%0.05%Q3 2019Q4 20206
WASHINGTON TRUST Co 660.00%0.01%0.02%Q4 2019Q1 20216
Cipher Capital LP 410.01%0.05%0.15%Q2 2020Q1 20236
SITTNER & NELSON, LLC 660.00%0.00%0.00%Q4 2020Q1 20226
Glendon Capital Management LP 660.27%0.48%0.68%Q1 2023Q2 20246
Quantitative Investment Management, LLC 410.01%0.03%0.09%Q3 2019Q2 20216
SHERBROOKE PARK ADVISERS LLC 510.02%0.04%0.06%Q4 2022Q2 20246
CAPTRUST FINANCIAL ADVISORS 660.00%0.00%0.00%Q3 2022Q4 20236
Leucadia National 440.00%0.00%0.00%Q4 2022Q3 20235
AFFINITY INVESTMENT ADVISORS, LLC 550.26%0.41%0.63%Q3 2019Q3 20205
Jefferies Group LLC 210.00%0.01%0.01%Q3 2019Q3 20225
Sound View Wealth Advisors Group, LLC 550.03%0.07%0.14%Q3 2019Q3 20205
CAMBRIDGE TRUST CO 550.00%0.00%0.00%Q4 2021Q4 20225
GLOBEFLEX CAPITAL L P 550.00%0.07%0.18%Q3 2019Q3 20205
CoreCap Advisors, LLC 210.00%0.00%0.00%Q4 2021Q2 20245
LOOMIS SAYLES & CO L P 320.00%0.00%0.00%Q4 2020Q4 20235
Sigma Planning Corp 320.01%0.01%0.01%Q1 2023Q2 20245
BARTLETT & CO. WEALTH MANAGEMENT LLC 550.00%0.00%0.00%Q3 2019Q3 20205
BENJAMIN F. EDWARDS & COMPANY, INC. 550.00%0.00%0.00%Q3 2019Q3 20205
Fortis Group Advisors, LLC 410.01%0.01%0.03%Q3 2020Q2 20245
Arkadios Wealth Advisors 550.00%0.00%0.00%Q1 2020Q1 20215
ZACKS INVESTMENT MANAGEMENT 320.00%0.03%0.08%Q3 2019Q2 20235
TOWNSQUARE CAPITAL LLC 310.00%0.00%0.01%Q3 2021Q1 20235
Columbus Hill Capital Management, L.P. 550.60%1.74%2.77%Q1 2021Q1 20225
ADVISOR PARTNERS II, LLC 550.01%0.01%0.02%Q3 2022Q3 20235
Certified Advisory Corp 410.00%0.00%0.00%Q3 2019Q1 20215
FLAGSHIP HARBOR ADVISORS, LLC 550.00%0.00%0.00%Q3 2019Q3 20205
Centiva Capital, LP 210.00%0.00%0.01%Q1 2020Q2 20245
UniSuper Management Pty Ltd 550.00%0.00%0.01%Q2 2023Q2 20245
Potomac Capital Management, Inc. 551.05%1.15%1.32%Q4 2022Q4 20235
MACKAY SHIELDS LLC 410.00%0.01%0.01%Q3 2019Q1 20215
Cohen Capital Management, Inc. 550.02%0.03%0.06%Q3 2019Q3 20205
WHITEBOX ADVISORS LLC 550.01%0.03%0.09%Q2 2023Q2 20245
Ranch Capital Advisors Inc. 550.00%0.00%0.00%Q4 2019Q4 20205
XPONANCE, INC. 410.00%0.00%0.01%Q2 2020Q2 20245
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA 550.05%0.09%0.15%Q3 2019Q3 20205
BARROW HANLEY MEWHINNEY & STRAUSS LLC 550.00%0.00%0.00%Q2 2023Q2 20245
Braun-Bostich & Associates Inc. 550.12%0.27%0.46%Q3 2019Q3 20205
EATON VANCE MANAGEMENT 550.00%0.00%0.00%Q1 2021Q1 20225
GLENMEDE TRUST CO NA 550.00%0.01%0.02%Q3 2019Q3 20205
Quantbot Technologies LP 210.01%0.02%0.03%Q1 2020Q1 20235
Utah Retirement Systems 550.01%0.02%0.03%Q3 2019Q3 20205
CIBC WORLD MARKET INC. 550.00%0.00%0.00%Q2 2020Q2 20215
NATIXIS ADVISORS, LLC 550.00%0.00%0.00%Q4 2022Q4 20235
Pacer Advisors, Inc. 320.00%0.02%0.06%Q3 2019Q1 20215
CREATIVE FINANCIAL DESIGNS INC /ADV 440.00%0.00%0.00%Q3 2023Q2 20244
Kendall Capital Management 310.07%0.20%0.53%Q3 2019Q2 20244
Stonebridge Capital Advisors LLC 440.00%0.00%0.00%Q3 2019Q2 20204
Sonora Investment Management Group, LLC 440.01%0.01%0.01%Q4 2021Q3 20224
HORIZON BANCORP INC /IN/ 440.01%0.02%0.05%Q4 2019Q3 20204
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 310.00%0.01%0.02%Q4 2019Q2 20214
Quantinno Capital Management LP 310.00%0.12%0.25%Q1 2020Q2 20244
RAYMOND JAMES & ASSOCIATES 440.00%0.00%0.00%Q3 2019Q2 20204
FULLER & THALER ASSET MANAGEMENT, INC. 440.00%0.00%0.00%Q3 2019Q2 20204
NOMURA HOLDINGS INC 310.00%0.00%0.00%Q4 2021Q1 20234
Grace Capital 310.01%0.01%0.03%Q4 2019Q4 20204
DARK FOREST CAPITAL MANAGEMENT LP 310.00%0.00%0.00%Q2 2021Q3 20224
Pensionfund Sabic 440.02%0.04%0.04%Q1 2022Q4 20224
Corient Private Wealth LLC 440.00%0.00%0.00%Q1 2023Q4 20234
AGF Investments LLC 440.01%0.03%0.06%Q3 2019Q2 20204
WELLINGTON MANAGEMENT GROUP LLP 220.00%0.00%0.00%Q3 2019Q2 20234
Taconic Capital Advisors LP 310.03%0.15%0.28%Q4 2021Q3 20234
Glassman Wealth Services 220.00%0.00%0.00%Q3 2019Q4 20214
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 310.00%0.00%0.01%Q2 2022Q1 20244
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 440.17%0.24%0.30%Q1 2021Q4 20214
FORTEM FINANCIAL GROUP, LLC 310.04%0.39%0.54%Q3 2019Q4 20204
Bartlett & Co. LLC 310.00%0.00%0.00%Q3 2019Q3 20204
Plante Moran Financial Advisors, LLC 210.00%0.00%0.01%Q4 2020Q1 20234
Migdal Insurance & Financial Holdings Ltd. 440.00%0.00%0.00%Q4 2020Q3 20214
MARTINGALE ASSET MANAGEMENT L P 310.00%0.14%0.30%Q3 2019Q3 20224
Pictet Asset Management Holding SA 440.00%0.00%0.00%Q3 2023Q2 20244
Rosenberg Matthew Hamilton 440.00%0.00%0.00%Q2 2020Q1 20214
LS Investment Advisors, LLC 440.00%0.01%0.01%Q3 2019Q2 20204
Winslow, Evans & Crocker, Inc. 440.00%0.01%0.02%Q3 2019Q2 20204
Ergoteles LLC 210.01%0.02%0.04%Q3 2020Q1 20234
QS Investors, LLC 440.00%0.01%0.02%Q3 2019Q2 20204
Inspire Investing, LLC 440.03%0.04%0.06%Q3 2020Q2 20214
Pensionfund DSM Netherlands 440.23%0.29%0.36%Q1 2022Q4 20224
Moors & Cabot, Inc. 220.01%0.03%0.05%Q3 2019Q3 20204
TORONTO DOMINION BANK 220.00%0.00%0.00%Q1 2020Q1 20224
Illinois Municipal Retirement Fund 440.01%0.01%0.01%Q3 2023Q2 20244
TWO SIGMA SECURITIES, LLC 210.00%0.00%0.00%Q3 2019Q1 20244
Belvedere Trading LLC 330.00%0.00%0.00%Q1 2023Q3 20234
SHUFRO ROSE & CO LLC 440.01%0.03%0.04%Q3 2019Q2 20204
PZENA INVESTMENT MANAGEMENT LLC 440.05%0.09%0.16%Q3 2019Q2 20204
Rafferty Asset Management, LLC 220.00%0.01%0.01%Q3 2019Q3 20214
Wealth Quarterback LLC 220.00%0.02%0.06%Q4 2019Q3 20214
SYSTEMATIC FINANCIAL MANAGEMENT LP 440.01%0.02%0.03%Q3 2019Q2 20204
FOSTER & MOTLEY INC 310.01%0.08%0.18%Q3 2019Q2 20234
State of Wyoming 220.01%0.03%0.05%Q3 2022Q3 20234
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 440.00%0.00%0.00%Q3 2023Q2 20244
FORMULA GROWTH LTD 440.39%0.56%0.78%Q4 2022Q3 20234
LGT Financial Advisors LLC 440.00%0.00%0.00%Q3 2023Q2 20244
NBC SECURITIES, INC. 440.00%0.00%0.00%Q3 2023Q2 20244
Redpoint Investment Management Pty Ltd 210.02%0.02%0.03%Q3 2019Q1 20214
Arrow Investment Advisors, LLC 210.10%0.15%0.19%Q3 2019Q2 20243
HC FINANCIAL ADVISORS INC 330.00%0.00%0.00%Q1 2020Q3 20203
Stratos Wealth Partners, LTD. 330.00%0.01%0.02%Q3 2019Q1 20203
Sageworth Trust Co 330.00%0.00%0.00%Q2 2021Q4 20213
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 330.00%0.01%0.01%Q3 2019Q1 20203
Capital Analysts, LLC 330.00%0.00%0.01%Q3 2019Q1 20203
Bank Pictet & Cie (Europe) AG 330.01%0.01%0.01%Q2 2023Q4 20233
PIEDMONT INVESTMENT ADVISORS INC 330.00%0.01%0.02%Q3 2019Q1 20203
Boxwood Ventures, Inc. 330.45%1.10%1.83%Q3 2021Q1 20223
Private Wealth Management Group, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 330.00%0.00%0.00%Q3 2019Q1 20203
Moran Wealth Management, LLC 330.06%0.08%0.10%Q4 2022Q2 20233
Brevan Howard Capital Management LP 330.00%0.00%0.01%Q4 2023Q2 20243
Bain Capital Credit, LP 331.11%1.15%1.20%Q2 2020Q4 20203
HARVEST GROUP WEALTH MANAGEMENT, LLC 210.00%0.00%0.00%Q4 2019Q3 20203
Y-Intercept (Hong Kong) Ltd 110.01%0.02%0.04%Q2 2021Q1 20243
Royal Fund Management, LLC 330.04%0.05%0.06%Q3 2019Q1 20203
Palouse Capital Management, Inc. 330.49%0.96%1.33%Q3 2019Q1 20203
Metis Global Partners, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Treasurer of the State of North Carolina 330.00%0.01%0.01%Q3 2019Q1 20203
PATHSTONE FAMILY OFFICE, LLC 210.00%0.00%0.00%Q1 2020Q4 20223
BANK OF HAWAII 330.01%0.01%0.03%Q4 2019Q2 20203
HOURGLASS CAPITAL, LLC 330.62%1.50%2.16%Q3 2019Q1 20203
Orion Portfolio Solutions, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
CSat Investment Advisory, L.P. 330.00%0.00%0.00%Q3 2019Q1 20203
STEPHENS INC /AR/ 330.01%0.02%0.03%Q3 2019Q1 20203
CIBC Private Wealth Group LLC 330.01%0.01%0.02%Q4 2020Q2 20213
Cerity Partners LLC 210.00%0.00%0.00%Q1 2023Q2 20243
Boston Partners 210.00%0.00%0.00%Q3 2020Q4 20223
Rodgers Brothers Inc. 330.05%0.18%0.31%Q3 2019Q1 20203
Neuberger Berman Group LLC 110.00%0.00%0.00%Q3 2019Q2 20243
PineBridge Investments, L.P. 330.00%0.02%0.03%Q3 2019Q1 20203
CenterStar Asset Management, LLC 110.00%0.02%0.07%Q3 2019Q3 20193
WHITTIER TRUST CO 330.00%0.00%0.00%Q3 2019Q1 20203
SYNOVUS FINANCIAL CORP 330.00%0.00%0.00%Q3 2019Q1 20203
Beacon Capital Management, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
DELTA FINANCIAL ADVISORS LLC 210.06%0.35%0.64%Q3 2019Q3 20203
Harvest Fund Management Co., Ltd 330.00%0.01%0.01%Q2 2023Q4 20233
TRUIST FINANCIAL CORP 330.00%0.00%0.00%Q4 2019Q2 20203
BANK OF NOVA SCOTIA 330.00%0.00%0.00%Q4 2019Q2 20203
Prime Capital Investment Advisors, LLC 330.00%0.00%0.00%Q3 2019Q1 20203
Jump Financial, LLC 210.01%0.01%0.02%Q2 2022Q2 20243
C M BIDWELL & ASSOCIATES LTD 330.11%0.12%0.14%Q4 2022Q2 20233
MQS Management LLC 110.04%0.05%0.05%Q3 2022Q2 20243
FIRST CITIZENS BANK & TRUST CO 330.00%0.01%0.01%Q1 2022Q3 20223
Fisher Asset Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
GAMMA Investing LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Pathstone Holdings, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
BEAM WEALTH ADVISORS, INC. 330.05%0.06%0.07%Q3 2023Q1 20243
Municipal Employees' Retirement System of Michigan 330.01%0.02%0.03%Q3 2019Q1 20203
SCHRODER INVESTMENT MANAGEMENT GROUP 330.00%0.00%0.00%Q3 2019Q1 20203
CEDAR CAPITAL, LLC 210.13%0.30%0.44%Q3 2019Q2 20203
Athanor Capital, LP 330.00%0.01%0.02%Q3 2020Q1 20213
First Allied Advisory Services, Inc. 330.00%0.01%0.02%Q3 2019Q1 20203
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 330.00%0.00%0.00%Q4 2023Q2 20243
CANADA PENSION PLAN INVESTMENT BOARD 330.01%0.01%0.01%Q2 2020Q4 20203
LITTLEJOHN & CO LLC 330.82%1.04%1.28%Q1 2022Q3 20223
Sageworth Trust Co of South Dakota 330.00%0.00%0.01%Q4 2021Q2 20223
Knott David M Jr 330.00%0.00%0.00%Q4 2021Q2 20223
CHICAGO EQUITY PARTNERS LLC 330.23%0.46%0.66%Q3 2019Q1 20203
EVOKE WEALTH, LLC 210.00%0.00%0.00%Q3 2019Q2 20203
Pineridge Advisors LLC 330.00%0.00%0.01%Q4 2023Q2 20243
IAG Wealth Partners, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
AJO, LP 220.00%0.00%0.00%Q3 2019Q4 20192
6 Meridian 220.01%0.01%0.02%Q1 2020Q2 20202
FORTE CAPITAL LLC /ADV 220.38%0.44%0.51%Q3 2019Q4 20192
Abacus Planning Group, Inc. 110.12%0.17%0.22%Q3 2019Q1 20202
Jupiter Investment Management Ltd 220.01%0.01%0.01%Q3 2019Q4 20192
LADENBURG THALMANN FINANCIAL SERVICES INC. 220.00%0.00%0.01%Q3 2019Q4 20192
XTX Topco Ltd 110.03%0.05%0.08%Q2 2021Q2 20222
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 220.00%0.00%0.00%Q3 2019Q4 20192
Virtu Financial LLC 110.05%0.06%0.07%Q4 2019Q4 20212
Summit Wealth Group, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
AdvisorShares Investments LLC 220.06%0.06%0.06%Q1 2023Q2 20232
Lido Advisors, LLC 220.00%0.00%0.01%Q1 2023Q2 20232
WELD CAPITAL MANAGEMENT LLC 110.06%0.07%0.09%Q1 2020Q3 20202
PRELUDE CAPITAL MANAGEMENT, LLC 220.00%0.00%0.01%Q4 2019Q1 20202
Tarbox Family Office, Inc. 220.00%0.00%0.00%Q3 2019Q4 20192
BROWN, LISLE/CUMMINGS, INC. 220.00%0.00%0.00%Q4 2021Q1 20222
Realta Investment Advisors 220.00%0.00%0.01%Q3 2019Q4 20192
ProVise Management Group, LLC 220.03%0.03%0.03%Q3 2019Q4 20192
READYSTATE ASSET MANAGEMENT LP 220.04%0.06%0.08%Q1 2024Q2 20242
Capital Research Global Investors 220.04%0.04%0.04%Q3 2019Q4 20192
Capital Advisors, Ltd. LLC 110.00%0.00%0.00%Q3 2022Q1 20242
PUTNAM INVESTMENTS LLC 220.00%0.00%0.00%Q3 2023Q4 20232
NAPLES GLOBAL ADVISORS, LLC 220.07%0.08%0.10%Q3 2019Q4 20192
BSW Wealth Partners 220.08%0.09%0.10%Q3 2019Q4 20192
Marshall Wace North America L.P. 110.00%0.00%0.01%Q3 2019Q2 20202
OAKBROOK INVESTMENTS LLC 220.02%0.03%0.04%Q3 2019Q4 20192
Pineno Levin & Ford Asset Management, Inc. 220.21%0.26%0.32%Q3 2019Q4 20192
Pinnacle Wealth Planning Services, Inc. 110.00%0.01%0.02%Q4 2020Q2 20242
Senator Investment Group LP 220.22%0.28%0.34%Q4 2020Q1 20212
Vident Investment Advisory, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Continuum Advisory, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
ROTHSCHILD INVESTMENT LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Point72 Asset Management, L.P. 110.00%0.00%0.00%Q4 2019Q3 20232
First National Bank of South Miami 220.00%0.01%0.01%Q4 2019Q1 20202
PEAK6 Investments LLC 110.00%0.00%0.00%Q1 2020Q1 20202
HENNESSY ADVISORS INC 220.12%0.12%0.12%Q4 2023Q1 20242
Golden State Wealth Management, LLC 110.01%0.02%0.03%Q3 2019Q1 20202
Caption Management, LLC 110.01%0.01%0.01%Q1 2021Q4 20212
Salomon & Ludwin, LLC 220.00%0.00%0.00%Q3 2023Q4 20232
BROOKTREE CAPITAL MANAGEMENT 220.05%0.16%0.27%Q4 2019Q1 20202
CENTAURUS FINANCIAL, INC. 220.03%0.04%0.04%Q3 2019Q4 20192
Diversified Trust Co 220.01%0.01%0.02%Q4 2020Q1 20212
FIRST MIDWEST BANK TRUST DIVISION 220.03%0.04%0.04%Q3 2019Q4 20192
CADENCE BANK NA 220.38%0.40%0.42%Q3 2019Q4 20192
KING LUTHER CAPITAL MANAGEMENT CORP 220.00%0.00%0.00%Q1 2024Q2 20242
Moloney Securities Asset Management, LLC 220.05%0.08%0.11%Q4 2019Q1 20202
CUSTOM INDEX SYSTEMS, LLC 220.11%0.13%0.16%Q4 2023Q1 20242
BOK Financial Private Wealth, Inc. 220.00%0.00%0.00%Q4 2023Q1 20242
ELLINGTON MANAGEMENT GROUP LLC 110.05%0.06%0.07%Q3 2019Q1 20202
DENALI ADVISORS LLC 220.02%0.04%0.06%Q1 2020Q2 20202
Quadrature Capital Ltd 220.02%0.02%0.02%Q2 2020Q3 20202
LOS ANGELES CAPITAL MANAGEMENT LLC 220.04%0.04%0.04%Q3 2019Q4 20192
Uniplan Investment Counsel, Inc. 110.37%0.85%1.34%Q3 2019Q1 20202
MASSMUTUAL TRUST CO FSB/ADV 220.00%0.00%0.00%Q4 2023Q1 20242
ASSOCIATED BANC-CORP 220.00%0.00%0.00%Q3 2020Q4 20202
HIGHLAND CAPITAL MANAGEMENT, LLC 220.26%0.28%0.31%Q3 2019Q4 20192
Sequoia Financial Advisors, LLC 110.00%0.00%0.00%Q1 2022Q2 20242
Squar Milner Financial Services LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Byrne Asset Management LLC 220.00%0.00%0.01%Q1 2023Q2 20232
Prospera Financial Services Inc 110.00%0.00%0.00%Q3 2020Q1 20222
MARSHALL WACE, LLP 110.00%0.00%0.00%Q3 2019Q2 20202
TCF National Bank 220.03%0.03%0.03%Q3 2019Q4 20192
EntryPoint Capital, LLC 220.05%0.07%0.09%Q4 2023Q1 20242
PVG ASSET MANAGEMENT CORP 220.72%0.85%0.98%Q3 2019Q4 20192
BOOTHBAY FUND MANAGEMENT, LLC 110.00%0.01%0.01%Q4 2020Q4 20212
STEVENS CAPITAL MANAGEMENT LP 110.04%0.04%0.05%Q4 2019Q3 20232
AGF INVESTMENTS INC. 220.00%0.00%0.00%Q1 2020Q2 20202
Three Peaks Capital Management, LLC 220.46%0.62%0.79%Q4 2020Q1 20212
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
APG Asset Management N.V. 110.00%0.00%0.00%Q4 2020Q3 20222
INCEPTIONR LLC 110.02%0.04%0.07%Q1 2023Q1 20242
Sicart Associates LLC 220.08%0.09%0.10%Q3 2019Q4 20192
BOKF, NA 220.01%0.01%0.01%Q3 2019Q4 20192
Advisor Group, Inc. 220.00%0.00%0.00%Q3 2019Q4 20192
COLDSTREAM CAPITAL MANAGEMENT INC 220.01%0.01%0.01%Q4 2021Q1 20222
WINTON GROUP Ltd 110.01%0.01%0.02%Q2 2020Q4 20202
FORSTA AP-FONDEN 220.03%0.04%0.04%Q3 2019Q4 20192
DUALITY ADVISERS, LP 220.02%0.02%0.03%Q1 2022Q2 20222
DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) 110.00%0.00%0.01%Q4 2023Q2 20242
Financial Management Professionals, Inc. 110.01%0.01%0.01%Q3 2022Q1 20232
Corebridge Financial, Inc. 110.00%0.00%0.00%Q2 2024Q2 20241
TELEMUS CAPITAL, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
Bedel Financial Consulting, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Tradition Wealth Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
VALLEY NATIONAL ADVISERS INC 110.01%0.01%0.01%Q3 2019Q3 20191
Capula Management Ltd 110.01%0.01%0.01%Q4 2022Q4 20221
Blue Trust, Inc. 110.00%0.00%0.00%Q4 2023Q4 20231
Flinton Capital Management LLC 110.22%0.22%0.22%Q3 2019Q3 20191
CHILDRESS CAPITAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Capital International Investors 110.01%0.01%0.01%Q1 2020Q1 20201
Arden Trust Co 110.00%0.00%0.00%Q1 2020Q1 20201
Ancora Advisors LLC 110.00%0.00%0.00%Q4 2019Q4 20191
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q3 2019Q3 20191
RATIONAL ADVISORS LLC 110.10%0.10%0.10%Q3 2019Q3 20191
Forvis Mazars Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
CENTERSQUARE INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Holocene Advisors, LP 110.00%0.00%0.00%Q4 2021Q4 20211
FIRST HAWAIIAN BANK 110.01%0.01%0.01%Q1 2021Q1 20211
Skandinaviska Enskilda Banken AB (publ) 110.01%0.01%0.01%Q3 2019Q3 20191
Amalgamated Financial Corp. 110.01%0.01%0.01%Q1 2022Q1 20221
PACES FERRY WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Tower View Wealth Management LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Busey Bank 110.00%0.00%0.00%Q4 2019Q4 20191
Procyon Advisors, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
BP PLC 110.02%0.02%0.02%Q3 2019Q3 20191
MERCER GLOBAL ADVISORS INC /ADV 110.01%0.01%0.01%Q2 2020Q2 20201
Advisory Alpha, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q4 2019Q4 20191
Leap Investments LP 110.13%0.13%0.13%Q2 2020Q2 20201
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 110.00%0.00%0.00%Q4 2019Q4 20191
Advisor OS, LLC 110.08%0.08%0.08%Q2 2020Q2 20201
MOTCO 110.00%0.00%0.00%Q2 2022Q2 20221
Tyers Asset Management LLC 110.18%0.18%0.18%Q3 2019Q3 20191
Sandy Spring Bank 110.00%0.00%0.00%Q1 2024Q1 20241
Psagot Value Holdings Ltd. / (Israel) 110.00%0.00%0.00%Q1 2023Q1 20231
MASTRAPASQUA ASSET MANAGEMENT INC 110.08%0.08%0.08%Q3 2019Q3 20191
Fernwood Investment Management, LLC 110.00%0.00%0.00%Q1 2024Q1 20241
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Nebula Research & Development LLC 110.20%0.20%0.20%Q3 2023Q3 20231
Colonial Trust Co / SC 110.00%0.00%0.00%Q2 2024Q2 20241
TWINBEECH CAPITAL LP 110.02%0.02%0.02%Q3 2021Q3 20211
NorthRock Partners, LLC 110.01%0.01%0.01%Q1 2024Q1 20241
1834 INVESTMENT ADVISORS CO 110.00%0.00%0.00%Q3 2019Q3 20191
DC Investments Management, LLC 110.26%0.26%0.26%Q3 2019Q3 20191
HighPoint Advisor Group LLC 110.03%0.03%0.03%Q3 2019Q3 20191
RIVERHEAD CAPITAL MANAGEMENT LLC 110.23%0.23%0.23%Q3 2019Q3 20191
FOX RUN MANAGEMENT, L.L.C. 110.07%0.07%0.07%Q2 2022Q2 20221
OPTIMUM INVESTMENT ADVISORS 110.00%0.00%0.00%Q3 2019Q3 20191
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q4 2022Q4 20221
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
EMERALD MUTUAL FUND ADVISERS TRUST 110.01%0.01%0.01%Q3 2020Q3 20201
NumerixS Investment Technologies Inc 110.03%0.03%0.03%Q1 2020Q1 20201
ASSETMARK, INC 110.00%0.00%0.00%Q2 2024Q2 20241
Versor Investments LP 110.03%0.03%0.03%Q3 2019Q3 20191
PGGM Investments 110.08%0.08%0.08%Q4 2019Q4 20191
Argent Advisors, Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
Cordant, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
EVERMAY WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q1 2024Q1 20241
Krane Funds Advisors LLC 110.02%0.02%0.02%Q4 2023Q4 20231
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Tibra Equities Europe Ltd 110.04%0.04%0.04%Q3 2020Q3 20201
COWA, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
BUCKINGHAM STRATEGIC PARTNERS, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Capital Wealth Planning, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Anfield Capital Management, LLC 110.17%0.17%0.17%Q4 2019Q4 20191
Altus Wealth Group LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Employers Holdings, Inc. 110.04%0.04%0.04%Q2 2020Q2 20201
ALTERNA WEALTH MANAGEMENT, INC 110.27%0.27%0.27%Q3 2019Q3 20191
Glen Harbor Capital Management LLC 110.08%0.08%0.08%Q3 2019Q3 20191
Atwater Malick LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Cetera Investment Advisers 110.00%0.00%0.00%Q1 2024Q1 20241
Reby Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Capital Asset Advisory Services LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Creegan & Nassoura Financial Group, LLC 111.03%1.03%1.03%Q4 2019Q4 20191
Pinz Capital Management, LP 110.03%0.03%0.03%Q1 2021Q1 20211
Sterling Capital Management LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Kinloch Capital, LLC 110.07%0.07%0.07%Q4 2020Q4 20201
Harbour Capital Advisors, LLC 110.12%0.12%0.12%Q3 2019Q3 20191
Neuburgh Advisers LLC 110.26%0.26%0.26%Q3 2019Q3 20191
Olympiad Research LP 110.06%0.06%0.06%Q2 2020Q2 20201
Red Tortoise LLC 110.00%0.00%0.00%Q2 2024Q2 20241
HALSEY ASSOCIATES INC/CT 110.07%0.07%0.07%Q3 2019Q3 20191
Omnia Family Wealth, LLC 110.16%0.16%0.16%Q3 2019Q3 20191
Financial Advantage, Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
CIGNA INVESTMENTS INC /NEW 110.03%0.03%0.03%Q2 2020Q2 20201
Addison Advisors LLC 110.00%0.00%0.00%Q4 2023Q4 20231
South Dakota Investment Council 110.01%0.01%0.01%Q3 2019Q3 20191
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Regent Peak Wealth Advisors LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Cassaday & Co Wealth Management LLC 110.00%0.00%0.00%Q2 2024Q2 20241
BALASA DINVERNO & FOLTZ LLC 110.02%0.02%0.02%Q1 2020Q1 20201
BerganKDV Wealth Management, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Tidemark, LLC 110.00%0.00%0.00%Q4 2023Q4 20231
ROMANO BROTHERS AND COMPANY 110.01%0.01%0.01%Q4 2022Q4 20221
Slocum, Gordon & Co LLP 110.01%0.01%0.01%Q4 2023Q4 20231
GARLAND CAPITAL MANAGEMENT INC 112.18%2.18%2.18%Q3 2019Q3 20191
Kistler-Tiffany Companies, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Smartleaf Asset Management LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Rehmann Capital Advisory Group 110.01%0.01%0.01%Q3 2019Q3 20191
Beaird Harris Wealth Management, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Ford Financial Group, LLC 110.16%0.16%0.16%Q4 2019Q4 20191
OLD POINT TRUST & FINANCIAL SERVICES N A 110.00%0.00%0.00%Q1 2024Q1 20241
CI INVESTMENTS INC. 110.00%0.00%0.00%Q3 2020Q3 20201
Lebenthal Global Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
DeDora Capital, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
M&R CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q4 2019Q4 20191
Bridgecreek Investment Management, LLC 110.45%0.45%0.45%Q3 2019Q3 20191
Hayden Royal, LLC 110.04%0.04%0.04%Q1 2020Q1 20201
INTECH INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Abundance Wealth Counselors 110.01%0.01%0.01%Q1 2021Q1 20211
Atom Investors LP 110.01%0.01%0.01%Q3 2020Q3 20201
Carmel Capital Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Verition Fund Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Quilter Plc 110.02%0.02%0.02%Q2 2023Q2 20231
Bayesian Capital Management, LP 110.02%0.02%0.02%Q2 2020Q2 20201
ARISTEIA CAPITAL, L.L.C. 110.10%0.10%0.10%Q1 2021Q1 20211
VERUS CAPITAL PARTNERS, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
IEQ CAPITAL, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Great Diamond Partners, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
CITIZENS FINANCIAL GROUP INC/RI 110.00%0.00%0.00%Q3 2019Q3 20191
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 110.02%0.02%0.02%Q2 2024Q2 20241
New England Private Wealth Advisors LLC 110.19%0.19%0.19%Q3 2019Q3 20191
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
CHOREO, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
PITTENGER & ANDERSON INC 110.00%0.00%0.00%Q3 2019Q3 20191
Integrated Wealth Concepts LLC 110.04%0.04%0.04%Q3 2019Q3 20191
ADVANTAGE INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
PointState Capital LP 110.25%0.25%0.25%Q4 2023Q4 20231
BB&T SECURITIES, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
HANTZ FINANCIAL SERVICES, INC. 110.00%0.00%0.00%Q1 2024Q1 20241
Private Advisor Group, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Machina Capital S.A.S. 110.08%0.08%0.08%Q4 2019Q4 20191
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Point72 Middle East FZE 110.00%0.00%0.00%Q3 2023Q3 20231
Capital Investment Advisory Services, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Quad-Cities Investment Group, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Raleigh Capital Management Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Freestone Capital Holdings, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
WEXFORD CAPITAL LP 110.01%0.01%0.01%Q4 2020Q4 20201
Highstreet Asset Management Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
IFM Investors Pty Ltd 110.00%0.00%0.00%Q2 2024Q2 20241
A.R.T. Advisors, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Avior Wealth Management, LLC 110.00%0.00%0.00%Q1 2024Q1 20241
RP Investment Advisors LP 110.05%0.05%0.05%Q4 2021Q4 20211
PITCAIRN CO 110.01%0.01%0.01%Q2 2020Q2 20201
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Diameter Capital Partners LP 111.81%1.81%1.81%Q4 2020Q4 20201
FIL Ltd 110.00%0.00%0.00%Q2 2024Q2 20241
Samalin Investment Counsel, LLC 110.07%0.07%0.07%Q4 2019Q4 20191
RMR Wealth Builders 110.01%0.01%0.01%Q4 2019Q4 20191
Glassy Mountain Advisors, Inc. 110.10%0.10%0.10%Q1 2022Q1 20221
LIBERTY WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q2 2020Q2 20201
CIBC WORLD MARKETS CORP 110.00%0.00%0.00%Q1 2021Q1 20211
MML INVESTORS SERVICES, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
ONTARIO TEACHERS PENSION PLAN BOARD 110.00%0.00%0.00%Q3 2021Q3 20211
External links

This page lists all the filers that currently own SERVICE PPTYS TR or have owned SERVICE PPTYS TR in the past.