SIRIUS XM HLDGS INC shareholder history

Current and past SIRIUS XM HLDGS INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 40400.00%0.00%0.02%Q4 2013Q3 2023117
BARCLAYS PLC 40400.00%0.00%0.05%Q4 2013Q3 2023108
CITIGROUP INC 40400.00%0.00%0.05%Q4 2013Q3 2023100
GOLDMAN SACHS GROUP INC 40400.00%0.01%0.03%Q4 2013Q3 202395
Parallax Volatility Advisers, L.P. 23160.00%0.00%0.02%Q4 2013Q3 202395
Citadel Advisors 3070.00%0.01%0.10%Q4 2013Q3 202393
BANK OF AMERICA CORP /DE/ 40400.00%0.00%0.01%Q4 2013Q3 202393
WOLVERINE TRADING, LLC 29290.00%0.00%0.01%Q3 2016Q3 202379
Walleye Trading LLC 35350.00%0.00%0.03%Q1 2015Q3 202376
BANK OF MONTREAL /CAN/ 3720.00%0.01%0.02%Q4 2013Q3 202365
JANE STREET GROUP, LLC 3340.00%0.00%0.06%Q2 2014Q3 202365
BNP PARIBAS FINANCIAL MARKETS 3540.00%0.01%0.05%Q4 2013Q3 202365
Jefferies Group LLC 1410.00%0.03%0.30%Q4 2013Q3 202264
WOLVERINE ASSET MANAGEMENT LLC 1710.00%0.01%0.08%Q1 2014Q1 202358
RAYMOND JAMES & ASSOCIATES 40400.00%0.00%0.02%Q4 2013Q3 202357
UBS Group AG 36360.00%0.00%0.02%Q4 2014Q3 202354
ROYAL BANK OF CANADA 40400.00%0.00%0.01%Q4 2013Q3 202354
MILLENNIUM MANAGEMENT LLC 40400.00%0.02%0.11%Q4 2013Q3 202354
HighTower Advisors, LLC 40400.00%0.01%0.02%Q4 2013Q3 202352
HAP Trading, LLC 1450.00%0.03%0.24%Q4 2013Q3 202351
AMALGAMATED BANK 40100.00%0.03%0.09%Q4 2010Q3 202350
WELLS FARGO & COMPANY/MN 40400.00%0.00%0.04%Q4 2013Q3 202349
DEUTSCHE BANK AG\ 40400.00%0.02%0.06%Q4 2013Q3 202345
CSS LLC/IL 1330.00%0.04%0.41%Q4 2013Q3 202345
Private Advisor Group, LLC 40400.00%0.02%0.05%Q4 2013Q3 202343
Cutler Group LLC / CA 19190.00%0.00%0.02%Q1 2019Q3 202342
SCOTIA CAPITAL INC. 39390.00%0.00%0.02%Q4 2013Q2 202342
Joel Isaacson & Co., LLC 40400.00%0.02%0.04%Q4 2013Q3 202341
CREDIT SUISSE AG/ 40400.00%0.01%0.03%Q4 2013Q3 202341
NOMURA HOLDINGS INC 1110.00%0.01%0.08%Q4 2013Q3 202341
Gulf International Bank (UK) Ltd 40400.01%0.03%0.06%Q4 2013Q3 202340
AMERIPRISE FINANCIAL INC 40400.00%0.00%0.01%Q4 2013Q3 202340
NORTHERN TRUST CORP 40400.01%0.02%0.02%Q4 2013Q3 202340
Rafferty Asset Management, LLC 40400.02%0.04%0.11%Q4 2013Q3 202340
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 40400.00%0.01%0.03%Q4 2013Q3 202340
DIMENSIONAL FUND ADVISORS LP 40400.01%0.01%0.02%Q4 2013Q3 202340
Neuberger Berman Group LLC 40400.00%0.00%0.02%Q4 2013Q3 202340
Mitsubishi UFJ Trust & Banking Corp 40400.01%0.03%0.05%Q4 2013Q3 202340
Ameritas Investment Partners, Inc. 40400.01%0.02%0.03%Q4 2013Q3 202340
KBC Group NV 40400.00%0.05%0.21%Q4 2013Q3 202340
NORDEA INVESTMENT MANAGEMENT AB 40400.00%0.03%0.11%Q4 2013Q3 202340
JPMORGAN CHASE & CO 40400.00%0.01%0.02%Q4 2013Q3 202340
PRICE T ROWE ASSOCIATES INC /MD/ 40400.00%0.00%0.01%Q4 2013Q3 202340
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 40400.01%0.04%0.06%Q4 2013Q3 202340
Cetera Advisors LLC 40400.00%0.01%0.01%Q4 2013Q3 202340
ALLIANCEBERNSTEIN L.P. 40400.00%0.00%0.01%Q4 2013Q3 202340
UBS ASSET MANAGEMENT AMERICAS INC 40400.01%0.02%0.04%Q4 2013Q3 202340
ArrowMark Colorado Holdings LLC 40400.00%0.05%0.14%Q4 2013Q3 202340
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 40400.01%0.02%0.02%Q4 2013Q3 202340
WESTPAC BANKING CORP 40400.00%0.01%0.08%Q4 2013Q3 202340
Utah Retirement Systems 40400.00%0.03%0.06%Q4 2013Q3 202340
FMR LLC 40400.00%0.01%0.04%Q4 2013Q3 202340
RHUMBLINE ADVISERS 40400.01%0.02%0.03%Q4 2013Q3 202340
AMERICAN INTERNATIONAL GROUP, INC. 40400.01%0.01%0.01%Q4 2013Q3 202340
ProShare Advisors LLC 40400.04%0.08%0.11%Q4 2013Q3 202340
LEVIN CAPITAL STRATEGIES, L.P. 40400.01%0.05%0.36%Q4 2013Q3 202340
MACQUARIE GROUP LTD 40400.00%0.00%0.00%Q4 2013Q3 202340
Sumitomo Mitsui Trust Holdings, Inc. 40400.01%0.03%0.06%Q4 2013Q3 202340
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 40400.00%0.00%0.00%Q4 2013Q3 202340
OPPENHEIMER & CO INC 40400.00%0.02%0.15%Q4 2013Q3 202340
FARMERS & MERCHANTS INVESTMENTS INC 40400.00%0.00%0.00%Q4 2013Q3 202340
Zurcher Kantonalbank (Zurich Cantonalbank) 40400.00%0.02%0.06%Q4 2013Q3 202340
MANUFACTURERS LIFE INSURANCE COMPANY, THE 40400.00%0.00%0.03%Q4 2013Q3 202340
MORGAN STANLEY 40400.00%0.01%0.02%Q4 2013Q3 202340
Ancora Advisors LLC 40400.00%0.01%0.15%Q4 2013Q3 202340
Sumitomo Mitsui DS Asset Management Company, Ltd 40400.00%0.01%0.03%Q4 2013Q3 202340
AVIVA PLC 40400.00%0.02%0.04%Q4 2013Q3 202340
VANGUARD GROUP INC 40400.01%0.02%0.03%Q4 2013Q3 202340
GEODE CAPITAL MANAGEMENT, LLC 40400.01%0.02%0.04%Q4 2013Q3 202340
Creative Planning 40400.00%0.02%0.04%Q4 2013Q3 202340
APG Asset Management N.V. 40400.00%0.04%0.17%Q4 2013Q3 202340
SHELTON CAPITAL MANAGEMENT 40400.05%0.14%1.54%Q4 2013Q3 202340
PNC FINANCIAL SERVICES GROUP, INC. 40400.00%0.00%0.00%Q4 2013Q3 202340
DnB Asset Management AS 3910.00%0.01%0.02%Q4 2013Q4 202340
STATE STREET CORP 40400.01%0.02%0.03%Q4 2013Q3 202340
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 40400.01%0.04%0.08%Q4 2013Q3 202340
Invesco Ltd. 40400.01%0.05%0.13%Q4 2013Q3 202340
Mitsubishi UFJ Asset Management Co., Ltd. 40400.00%0.02%0.06%Q4 2013Q3 202340
D.A. DAVIDSON & CO. 40400.00%0.01%0.02%Q4 2013Q3 202340
TAURUS ASSET MANAGEMENT, LLC 40400.01%0.01%0.01%Q4 2013Q3 202340
PROFUND ADVISORS LLC 40400.04%0.07%0.10%Q4 2013Q3 202340
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 40400.01%0.04%0.08%Q4 2013Q3 202340
CIBC Asset Management Inc 40400.01%0.01%0.02%Q4 2013Q3 202340
FIRST TRUST ADVISORS LP 40400.01%0.04%0.09%Q4 2013Q3 202340
HUNTINGTON NATIONAL BANK 40400.00%0.00%0.00%Q4 2013Q3 202340
GATEWAY INVESTMENT ADVISERS LLC 40400.00%0.08%0.22%Q4 2013Q3 202340
Daiwa Securities Group Inc. 40400.00%0.01%0.02%Q4 2013Q3 202340
GABELLI FUNDS LLC 40400.01%0.02%0.05%Q4 2013Q3 202340
GUGGENHEIM CAPITAL LLC 40400.01%0.03%0.05%Q4 2013Q3 202340
Bank of New York Mellon Corp 40400.01%0.01%0.02%Q4 2013Q3 202340
BLAIR WILLIAM & CO/IL 40400.00%0.00%0.02%Q4 2013Q3 202340
HSBC HOLDINGS PLC 40400.00%0.01%0.02%Q4 2013Q3 202340
TD ASSET MANAGEMENT INC 40400.00%0.00%0.00%Q4 2013Q3 202340
WHITTIER TRUST CO 40400.00%0.00%0.00%Q4 2013Q3 202340
Asset Management One Co., Ltd. 40400.01%0.02%0.04%Q4 2013Q3 202340
Cetera Advisor Networks LLC 40400.00%0.01%0.01%Q4 2013Q3 202340
PANAGORA ASSET MANAGEMENT INC 40400.00%0.03%0.13%Q4 2013Q3 202340
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 40400.01%0.05%0.14%Q4 2013Q3 202340
WHITTIER TRUST CO OF NEVADA INC 40400.00%0.00%0.00%Q4 2013Q3 202340
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 40400.00%0.02%0.07%Q4 2013Q3 202340
Trust Investment Advisors 40400.53%0.85%1.38%Q4 2013Q3 202340
PRUDENTIAL FINANCIAL INC 40400.00%0.00%0.01%Q4 2013Q3 202340
M&T BANK CORP 40400.00%0.00%0.01%Q4 2013Q3 202340
VOYA INVESTMENT MANAGEMENT LLC 40400.00%0.01%0.03%Q4 2013Q3 202340
BlackRock Inc. 40400.01%0.02%0.04%Q4 2013Q3 202340
Legal & General Group Plc 40400.01%0.03%0.05%Q4 2013Q3 202340
NOMURA ASSET MANAGEMENT CO LTD 40400.01%0.02%0.03%Q4 2013Q3 202340
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 40400.01%0.03%0.05%Q4 2013Q3 202340
LPL Financial LLC 40400.00%0.00%0.01%Q4 2013Q3 202340
US BANCORP \DE\ 40400.00%0.00%0.00%Q4 2013Q3 202340
Swiss National Bank 40400.01%0.03%0.04%Q4 2013Q3 202340
NEW SOUTH CAPITAL MANAGEMENT INC 40400.19%1.34%2.66%Q4 2013Q3 202340
Livforsakringsbolaget Skandia, Omsesidigt 39390.00%0.02%0.06%Q1 2014Q3 202339
Veritable, L.P. 39390.00%0.00%0.02%Q4 2013Q2 202339
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 3270.00%0.01%0.02%Q4 2013Q3 202339
FIRST MANHATTAN CO. LLC. 39390.00%0.00%0.00%Q1 2014Q3 202339
PINNACLE ASSOCIATES LTD 39390.00%0.01%0.02%Q4 2013Q2 202339
DekaBank Deutsche Girozentrale 39390.00%0.01%0.04%Q1 2014Q3 202339
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 39390.05%0.09%0.13%Q4 2013Q2 202339
REGIONS FINANCIAL CORP 39390.00%0.01%0.01%Q4 2013Q2 202339
Endurance Wealth Management, Inc. 39390.01%0.01%0.01%Q4 2013Q2 202339
Janney Montgomery Scott LLC 29100.00%0.00%0.01%Q4 2013Q3 202339
J.P. Morgan Private Wealth Advisors LLC 39390.00%0.01%0.02%Q4 2013Q2 202339
GREAT WEST LIFE ASSURANCE CO /CAN/ 23160.01%0.02%0.04%Q4 2013Q3 202339
CWM, LLC 3180.00%0.14%0.66%Q4 2013Q3 202339
Robeco Institutional Asset Management B.V. 39390.00%0.11%0.27%Q4 2013Q2 202339
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 39390.02%0.07%0.11%Q1 2014Q3 202339
DAVIS R M INC 3720.00%0.00%0.01%Q4 2013Q3 202339
STIFEL FINANCIAL CORP 39390.00%0.00%0.02%Q1 2014Q3 202339
PRINCIPAL FINANCIAL GROUP INC 3810.00%0.00%0.02%Q4 2013Q3 202339
SG Americas Securities, LLC 25140.00%0.06%0.24%Q4 2013Q3 202339
Sequoia Financial Advisors, LLC 38380.00%0.01%0.04%Q2 2014Q3 202338
Raymond James Financial Services Advisors, Inc. 2360.00%0.02%0.06%Q4 2013Q3 202338
TD Capital Management LLC 3350.00%0.00%0.01%Q4 2013Q3 202338
Andra AP-fonden 2060.00%0.12%0.36%Q4 2013Q3 202338
FIFTH THIRD BANCORP 38380.00%0.00%0.00%Q4 2013Q1 202338
Caption Management, LLC 1320.00%0.05%0.25%Q4 2017Q3 202338
Stratos Wealth Partners, LTD. 38380.00%0.01%0.04%Q2 2014Q3 202338
NORGES BANK 37370.00%0.02%0.04%Q4 2013Q4 202237
Checchi Capital Advisers, LLC 37370.01%0.02%0.04%Q3 2014Q3 202337
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2820.00%0.00%0.01%Q4 2013Q3 202337
NEW YORK STATE COMMON RETIREMENT FUND 37370.00%0.03%0.07%Q3 2014Q3 202337
Rehmann Capital Advisory Group 1750.00%0.01%0.02%Q4 2013Q3 202337
UNITED CAPITAL FINANCIAL ADVISORS, LLC 3610.00%0.00%0.05%Q1 2014Q2 202337
Smith, Salley & Associates 37370.01%0.02%0.02%Q2 2014Q2 202337
EAGLE ASSET MANAGEMENT INC 37370.01%0.29%0.65%Q4 2013Q4 202237
Focused Wealth Management, Inc 37370.00%0.01%0.03%Q3 2014Q3 202337
AQR Capital Management 2440.00%0.02%0.26%Q4 2013Q3 202337
TEACHER RETIREMENT SYSTEM OF TEXAS 3610.00%0.05%0.27%Q4 2013Q3 202337
DELTA ASSET MANAGEMENT LLC/TN 3340.00%0.00%0.00%Q4 2013Q3 202337
Sigma Planning Corp 36360.00%0.01%0.03%Q4 2014Q3 202336
Regal Investment Advisors LLC 2410.01%0.02%0.04%Q1 2014Q3 202336
CENTRAL TRUST Co 3150.00%0.00%0.01%Q4 2013Q3 202336
Bruce & Co., Inc. 36360.71%1.80%2.66%Q4 2014Q3 202336
SEI INVESTMENTS CO 36360.00%0.01%0.08%Q4 2014Q3 202336
TCI Wealth Advisors, Inc. 2880.00%0.01%0.03%Q1 2014Q1 202336
Kistler-Tiffany Companies, LLC 26100.00%0.03%0.15%Q2 2014Q2 202336
Hudock, Inc. 36360.00%0.00%0.02%Q4 2013Q3 202236
Cubist Systematic Strategies, LLC 2420.00%0.05%0.18%Q2 2014Q3 202336
VALLEY NATIONAL ADVISERS INC 36360.00%0.03%0.05%Q4 2014Q3 202336
Cambridge Advisors Inc. 36360.04%0.11%0.18%Q4 2014Q3 202336
JFS WEALTH ADVISORS, LLC 3240.00%0.00%0.01%Q2 2014Q3 202336
TWO SIGMA SECURITIES, LLC 1810.00%0.07%0.63%Q3 2015Q3 202336
Laird Norton Wetherby Wealth Management, LLC 36360.01%0.02%0.05%Q4 2014Q3 202336
ENVESTNET ASSET MANAGEMENT INC 2020.00%0.00%0.01%Q4 2013Q3 202335
SIGNATUREFD, LLC 23120.00%0.01%0.02%Q4 2013Q3 202335
JANUS HENDERSON GROUP PLC 3140.00%0.01%0.03%Q3 2014Q3 202335
Evanson Asset Management, LLC 3140.01%0.03%0.26%Q4 2013Q3 202335
Riggs Asset Managment Co. Inc. 1940.00%0.00%0.00%Q3 2014Q3 202335
Tower Research Capital LLC (TRC) 1810.00%0.04%0.18%Q1 2014Q3 202335
Allworth Financial LP 35350.00%0.00%0.02%Q1 2015Q3 202335
WADE G W & INC 35350.00%0.01%0.02%Q1 2015Q3 202335
QUADRANT CAPITAL GROUP LLC 34340.00%0.01%0.03%Q2 2015Q3 202334
Cambridge Investment Research Advisors, Inc. 3310.00%0.02%0.05%Q3 2014Q3 202334
Tarbox Family Office, Inc. 34340.00%0.00%0.00%Q4 2013Q1 202234
Tradewinds Capital Management, LLC 34340.00%0.01%0.02%Q4 2013Q1 202234
Baird Financial Group, Inc. 34340.00%0.00%0.00%Q2 2015Q3 202334
PEAK6 Investments LLC 1410.00%0.00%0.01%Q3 2018Q1 202334
People's United Financial, Inc. 34340.00%0.01%0.01%Q4 2013Q1 202234
PARAMETRIC PORTFOLIO ASSOCIATES LLC 34340.01%0.01%0.02%Q4 2013Q1 202234
CIBC Private Wealth Group, LLC 2210.00%0.00%0.01%Q2 2014Q3 202334
NATIXIS 1020.00%0.02%0.08%Q4 2013Q3 202334
STRS OHIO 34340.00%0.01%0.07%Q4 2013Q1 202234
IBM Retirement Fund 34340.01%0.04%0.07%Q4 2013Q1 202234
Renaissance Technologies 2620.00%0.09%0.38%Q4 2013Q4 202233
Sculptor Capital LP 410.00%0.03%0.32%Q1 2014Q3 202333
REILLY FINANCIAL ADVISORS, LLC 33330.00%0.00%0.00%Q4 2013Q4 202133
GLENMEDE TRUST CO NA 1960.00%0.00%0.02%Q4 2013Q3 202333
Cypress Capital Management LLC (WY) 2760.00%0.02%0.06%Q4 2014Q3 202333
Glassman Wealth Services 3120.00%0.04%0.09%Q2 2015Q3 202333
LOS ANGELES CAPITAL MANAGEMENT LLC 33330.00%0.01%0.15%Q4 2013Q4 202133
Traynor Capital Management, Inc. 2940.01%0.04%0.10%Q1 2015Q3 202333
Paloma Partners Management Co 1110.00%0.06%0.46%Q1 2014Q1 202233
BENJAMIN F. EDWARDS & COMPANY, INC. 2670.00%0.00%0.00%Q4 2013Q3 202333
METROPOLITAN LIFE INSURANCE CO/NY 33330.00%0.01%0.01%Q4 2013Q4 202133
TUDOR INVESTMENT CORP ET AL 2220.00%0.05%0.16%Q4 2013Q2 202333
Miracle Mile Advisors, LLC 33330.00%0.02%0.05%Q3 2015Q3 202333
GAMCO INVESTORS, INC. ET AL 1950.00%0.04%0.09%Q1 2014Q3 202333
Mariner, LLC 2220.00%0.00%0.01%Q4 2013Q3 202333
Sandy Spring Bank 2580.00%0.01%0.09%Q4 2013Q1 202333
INTEGRAL DERIVATIVES, LLC 1060.00%0.03%0.11%Q4 2013Q4 201733
HBK Sorce Advisory LLC 3020.00%0.01%0.02%Q4 2013Q3 202332
ALPS ADVISORS INC 1330.00%0.01%0.02%Q4 2013Q1 202332
World Asset Management Inc 32320.01%0.01%0.02%Q4 2013Q3 202132
STATE OF WISCONSIN INVESTMENT BOARD 19130.00%0.02%0.03%Q4 2013Q3 202332
BNP Paribas Asset Management Holding S.A. 2570.00%0.04%0.16%Q1 2015Q2 202332
COMERICA BANK 3010.00%0.00%0.01%Q1 2014Q3 202332
Carroll Financial Associates, Inc. 32320.00%0.00%0.01%Q4 2013Q3 202132
Advisory Services Network, LLC 2710.00%0.00%0.01%Q4 2013Q3 202332
AMP Capital Investors Ltd 32320.01%0.03%0.07%Q4 2013Q3 202132
Skandinaviska Enskilda Banken AB (publ) 32320.01%0.04%0.12%Q4 2015Q3 202332
Sheaff Brock Investment Advisors, LLC 32320.33%0.49%0.79%Q4 2015Q3 202332
Northstar Group, Inc. 32320.02%0.07%0.15%Q4 2014Q3 202232
Frontier Wealth Management LLC 31310.00%0.01%0.02%Q4 2014Q2 202231
GM Advisory Group, LLC 1510.01%0.04%0.12%Q4 2013Q3 202331
Plancorp, LLC 2810.01%0.04%0.09%Q4 2013Q3 202331
ENTERPRISE FINANCIAL SERVICES CORP 31310.00%0.01%0.02%Q4 2013Q2 202131
North Star Investment Management Corp. 1740.00%0.00%0.00%Q1 2014Q3 202331
Moors & Cabot, Inc. 2610.01%0.02%0.04%Q3 2014Q3 202331
IFP Advisors, Inc 17140.00%0.07%0.27%Q4 2015Q3 202331
Mirae Asset Global Investments Co., Ltd. 2720.00%0.03%0.05%Q4 2013Q3 202331
National Pension Service 3010.00%0.02%0.07%Q3 2014Q4 202231
Manchester Capital Management LLC 2920.00%0.00%0.00%Q4 2013Q3 202231
BESSEMER GROUP INC 1910.00%0.00%0.00%Q4 2013Q3 202331
M&R CAPITAL MANAGEMENT INC 31310.00%0.00%0.00%Q2 2016Q4 202331
ROCKY MOUNTAIN ADVISERS, LLC 31310.00%0.01%0.01%Q1 2016Q3 202331
Fisher Asset Management, LLC 1510.00%0.00%0.00%Q4 2013Q3 202331
Geneos Wealth Management Inc. 31310.00%0.02%0.04%Q1 2016Q3 202331
PICTET ASSET MANAGEMENT LTD 31310.00%0.01%0.02%Q4 2013Q2 202131
CANADA PENSION PLAN INVESTMENT BOARD 3010.00%0.01%0.04%Q4 2015Q3 202331
TORONTO DOMINION BANK 31310.00%0.00%0.00%Q1 2016Q3 202331
Connor, Clark & Lunn Investment Management Ltd. 31310.00%0.01%0.05%Q4 2014Q2 202231
Squarepoint Ops LLC 2210.00%0.12%0.44%Q4 2015Q3 202330
Nuveen Asset Management, LLC 18110.00%0.03%0.12%Q1 2015Q3 202330
CENTRAL BANK & TRUST CO 2730.00%0.00%0.01%Q4 2013Q3 202330
Versant Capital Management, Inc 2460.00%0.00%0.00%Q1 2016Q4 202330
D'Orazio & Associates, Inc. 2640.00%0.00%0.01%Q4 2013Q3 202130
Pacer Advisors, Inc. 1260.00%0.05%0.44%Q4 2015Q3 202330
Plante Moran Financial Advisors, LLC 2320.00%0.01%0.06%Q4 2013Q3 202330
Gradient Investments LLC 2410.00%0.00%0.00%Q2 2014Q3 202330
VICTORY CAPITAL MANAGEMENT INC 19110.00%0.03%0.18%Q2 2015Q3 202330
SHELL ASSET MANAGEMENT CO 2910.00%0.02%0.04%Q4 2013Q2 202130
SCHRODER INVESTMENT MANAGEMENT GROUP 19110.00%0.02%0.05%Q4 2015Q3 202330
SILVERCREST ASSET MANAGEMENT GROUP LLC 29290.00%0.00%0.00%Q4 2013Q4 202029
PRUDENTIAL PLC 1910.00%0.00%0.02%Q4 2013Q3 202329
Aperio Group, LLC 29290.01%0.01%0.02%Q4 2013Q4 202029
Spot Trading L.L.C 14140.00%0.00%0.01%Q4 2013Q1 201729
Winslow, Evans & Crocker, Inc. 29290.00%0.00%0.01%Q4 2013Q4 202029
AMERICAN CENTURY COMPANIES INC 1430.00%0.10%0.25%Q4 2014Q3 202329
GSA CAPITAL PARTNERS LLP 1120.01%0.08%0.43%Q4 2013Q3 202329
Engineers Gate Manager LP 1320.00%0.16%0.43%Q1 2015Q2 202329
BALYASNY ASSET MANAGEMENT L.P. 910.00%0.02%0.10%Q1 2015Q3 202329
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1610.00%0.33%1.27%Q4 2013Q3 202329
Dai-ichi Life Insurance Company, Ltd 28280.00%0.00%0.01%Q4 2016Q3 202328
Russell Investments Group, Ltd. 28280.00%0.01%0.01%Q4 2016Q3 202328
AE Wealth Management LLC 28280.00%0.01%0.05%Q4 2016Q3 202328
Verition Fund Management LLC 910.00%0.01%0.03%Q1 2015Q3 202328
Steward Partners Investment Advisory, LLC 28280.00%0.01%0.03%Q4 2016Q3 202328
CLEAR STREET MARKETS LLC 840.00%0.02%0.19%Q4 2013Q3 202328
Bryn Mawr Capital Management, LLC 28280.00%0.06%0.12%Q4 2016Q3 202328
Korea Investment CORP 2710.00%0.03%0.11%Q4 2015Q3 202328
Meiji Yasuda Asset Management Co Ltd. 2420.00%0.03%0.09%Q3 2015Q3 202328
HOLLENCREST CAPITAL MANAGEMENT 2440.00%0.01%0.02%Q2 2014Q3 202328
CONSOLIDATED CAPITAL MANAGEMENT, LLC 28280.04%0.06%0.09%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.00%0.01%0.01%Q4 2016Q3 202328
Lee Financial Co 28280.00%0.01%0.03%Q4 2016Q3 202328
First Allied Advisory Services, Inc. 28280.00%0.01%0.02%Q4 2013Q3 202028
Cetera Investment Advisers 28280.00%0.01%0.02%Q4 2016Q3 202328
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B. Riley Wealth Advisors, Inc. 810.00%0.02%0.03%Q4 2013Q2 202327
OPTIMUM INVESTMENT ADVISORS 27270.00%0.19%0.27%Q3 2015Q1 202227
MinichMacGregor Wealth Management, LLC 1240.03%0.07%0.11%Q4 2015Q4 202227
New England Professional Planning Group Inc. 1640.04%0.12%0.24%Q4 2014Q3 202327
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 2110.00%0.00%0.01%Q4 2013Q1 202327
Edge Wealth Management LLC 27270.00%0.01%0.10%Q4 2013Q2 202027
BRYN MAWR TRUST Co 27270.00%0.01%0.04%Q4 2013Q2 202027
ClearBridge Investments 27270.00%0.00%0.00%Q4 2013Q2 202027
WITTENBERG INVESTMENT MANAGEMENT, INC. 27270.02%0.04%0.24%Q4 2016Q2 202327
CIBC WORLD MARKETS CORP 1220.00%0.01%0.04%Q2 2015Q3 202327
MISSION WEALTH MANAGEMENT, LP 27270.00%0.01%0.01%Q1 2017Q3 202327
GROUP ONE TRADING, L.P. 620.00%0.06%0.33%Q4 2013Q3 202327
NISA INVESTMENT ADVISORS, LLC 1980.00%0.01%0.08%Q4 2016Q3 202327
HUSSMAN STRATEGIC ADVISORS, INC. 2610.23%0.59%1.25%Q4 2015Q3 202327
CAPITAL COUNSEL LLC/NY 27270.05%0.06%0.08%Q1 2017Q3 202327
D. E. Shaw & Co., Inc. 2210.00%0.01%0.08%Q4 2013Q3 202327
MML INVESTORS SERVICES, LLC 27270.00%0.01%0.02%Q1 2017Q3 202327
CREATIVE FINANCIAL DESIGNS INC /ADV 27270.00%0.00%0.01%Q1 2017Q3 202327
MARSHALL WACE, LLP 1210.00%0.07%0.32%Q1 2014Q3 202226
STEPHENS INC /AR/ 2420.00%0.00%0.00%Q3 2015Q3 202226
Van Cleef Asset Management,Inc 26260.01%0.02%0.02%Q4 2013Q1 202026
Barber Financial Group, Inc. 26260.01%0.04%0.07%Q4 2016Q1 202326
Personal Capital Advisors Corp 2010.00%0.00%0.01%Q1 2015Q4 202226
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IFM Investors Pty Ltd 1880.01%0.04%0.08%Q1 2017Q3 202326
NEXT Financial Group, Inc 1360.00%0.01%0.04%Q3 2014Q4 202126
Allianz Asset Management GmbH 2060.00%0.00%0.02%Q4 2013Q3 202326
QCI ASSET MANAGEMENT INC/NY 26260.00%0.00%0.00%Q4 2013Q1 202026
LS Investment Advisors, LLC 26260.00%0.01%0.02%Q4 2013Q1 202026
SIMPLEX TRADING, LLC 910.00%0.00%0.06%Q1 2015Q2 202326
FRANKLIN RESOURCES INC 1920.00%0.00%0.02%Q4 2013Q3 202325
LADENBURG THALMANN FINANCIAL SERVICES INC. 25250.01%0.01%0.02%Q4 2013Q4 201925
MARCO INVESTMENT MANAGEMENT LLC 25250.02%0.07%0.09%Q4 2013Q4 201925
COMMERZBANK AKTIENGESELLSCHAFT /FI 25250.00%0.02%0.07%Q4 2013Q4 201925
Arizona State Retirement System 25250.01%0.02%0.05%Q3 2017Q3 202325
FLAGSHIP HARBOR ADVISORS, LLC 25250.01%0.02%0.03%Q4 2016Q4 202225
JOHNSON INVESTMENT COUNSEL INC 2230.00%0.00%0.00%Q3 2014Q4 202025
TRUIST FINANCIAL CORP 2410.00%0.00%0.01%Q4 2013Q3 202325
TIAA, FSB 25250.00%0.00%0.01%Q2 2017Q2 202325
Atria Investments, Inc 25250.00%0.01%0.03%Q4 2013Q4 201925
EARNEST PARTNERS LLC 2410.00%0.00%0.00%Q4 2016Q3 202325
Bison Wealth, LLC 25250.03%0.05%0.08%Q4 2014Q4 202025
PRELUDE CAPITAL MANAGEMENT, LLC 810.00%0.05%0.25%Q1 2014Q3 202325
CAPSTONE INVESTMENT ADVISORS, LLC 710.00%0.02%0.16%Q1 2014Q4 202025
NORTH AMERICAN MANAGEMENT CORP 24240.01%0.01%0.01%Q2 2015Q1 202124
BUCKINGHAM STRATEGIC WEALTH, LLC 2310.00%0.02%0.06%Q2 2016Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.03%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.00%0.00%0.01%Q4 2017Q3 202324
Hamilton Capital, LLC 24240.00%0.02%0.04%Q4 2017Q3 202324
SUNTRUST BANKS INC 24240.00%0.00%0.00%Q4 2013Q3 201924
Bogart Wealth, LLC 2040.00%0.00%0.00%Q3 2017Q3 202324
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1140.00%0.25%0.76%Q1 2017Q3 202324
LAZARD ASSET MANAGEMENT LLC 1210.00%0.01%0.02%Q4 2015Q4 202224
Lester Murray Antman dba SimplyRich 24240.13%0.26%0.47%Q4 2017Q3 202324
Westside Investment Management, Inc. 1510.00%0.01%0.04%Q1 2017Q3 202324
HighPoint Advisor Group LLC 1410.02%0.11%0.31%Q4 2015Q2 202224
Treasurer of the State of North Carolina 24240.01%0.02%0.14%Q4 2017Q3 202324
Avondale Wealth Management 24240.01%0.01%0.02%Q4 2017Q3 202324
Verdence Capital Advisors LLC 24240.02%0.05%0.10%Q4 2017Q3 202324
10-15 ASSOCIATES, INC. 2220.01%0.03%0.04%Q3 2014Q3 202024
CAPTRUST FINANCIAL ADVISORS 24240.00%0.01%0.03%Q4 2017Q3 202324
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 24240.00%0.01%0.03%Q4 2017Q3 202324
Front Row Advisors LLC 24240.01%0.01%0.02%Q4 2017Q3 202324
NewSquare Capital LLC 2310.01%0.02%0.03%Q4 2013Q1 202024
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WEDBUSH SECURITIES INC 1610.00%0.02%0.04%Q4 2013Q3 202323
Arnhold LLC 23230.01%0.02%0.02%Q1 2018Q3 202323
Waldron Private Wealth LLC 2210.01%0.03%0.06%Q1 2017Q3 202323
Crossmark Global Holdings, Inc. 1410.00%0.00%0.01%Q3 2016Q3 202323
Patriot Financial Group Insurance Agency, LLC 23230.00%0.03%0.07%Q4 2016Q2 202223
TWO SIGMA INVESTMENTS, LP 910.00%0.10%0.40%Q4 2013Q2 202223
FCF Advisors LLC 1010.19%0.71%1.11%Q4 2014Q2 202323
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 23230.00%0.00%0.01%Q1 2018Q3 202323
NewEdge Advisors, LLC 2210.00%0.01%0.01%Q2 2017Q3 202323
UNITED SERVICES AUTOMOBILE ASSOCIATION 23230.01%0.02%0.03%Q4 2013Q2 201923
Apriem Advisors 23230.01%0.05%0.11%Q4 2013Q2 201923
COMMONWEALTH BANK OF AUSTRALIA 23230.00%0.01%0.02%Q4 2013Q2 201923
CENTAURUS FINANCIAL, INC. 1670.01%0.03%0.19%Q4 2017Q3 202323
RFG Advisory, LLC 2210.01%0.04%0.06%Q2 2015Q3 202323
EATON VANCE MANAGEMENT 22220.00%0.00%0.00%Q2 2017Q3 202222
Man Group plc 22220.00%0.04%0.18%Q1 2018Q2 202322
ROYAL LONDON ASSET MANAGEMENT LTD 22220.00%0.02%0.04%Q2 2018Q3 202322
FORT, L.P. 22220.03%0.32%0.52%Q2 2018Q3 202322
TEACHERS ADVISORS, LLC 22220.01%0.02%0.04%Q4 2013Q1 201922
IBERIABANK CORP 22220.01%0.07%0.20%Q1 2014Q2 201922
CNB Bank 22220.00%0.00%0.00%Q4 2017Q1 202322
TIAA CREF INVESTMENT MANAGEMENT LLC 22220.02%0.03%0.05%Q4 2013Q1 201922
Bedel Financial Consulting, Inc. 22220.00%0.02%0.04%Q1 2018Q2 202322
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Jacobi Capital Management LLC 22220.00%0.01%0.01%Q2 2016Q3 202122
BARINGS LLC 2110.00%0.01%0.04%Q4 2013Q4 202022
ALTFEST L J & CO INC 12100.02%0.03%0.07%Q1 2017Q3 202222
ADVISOR PARTNERS LLC 22220.01%0.02%0.05%Q1 2017Q2 202222
CIBC WORLD MARKET INC. 1620.00%0.01%0.02%Q1 2015Q3 202322
Cornerstone Advisors, Inc. 2110.00%0.00%0.03%Q4 2013Q2 201922
Tredje AP-fonden 2110.00%0.08%0.38%Q2 2015Q3 202322
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Quad-Cities Investment Group, LLC 1480.06%0.12%0.22%Q1 2018Q3 202322
Ativo Capital Management LLC 21210.42%0.62%0.92%Q2 2017Q2 202221
ACG Wealth 14140.00%0.08%0.26%Q2 2019Q3 202221
SMITH, MOORE & CO. 21210.05%0.13%0.22%Q1 2018Q1 202321
Certified Advisory Corp 1150.01%0.04%0.07%Q4 2017Q3 202321
WELLINGTON MANAGEMENT GROUP LLP 1610.00%0.00%0.04%Q4 2013Q1 202321
First Horizon Advisors, Inc. 1120.00%0.00%0.01%Q3 2016Q2 202321
QS Investors, LLC 1830.00%0.03%0.10%Q4 2013Q1 201921
Proficio Capital Partners LLC 2010.00%0.02%0.04%Q4 2015Q1 202121
BerganKDV Wealth Management, LLC 21210.00%0.00%0.00%Q2 2018Q2 202321
DAVENPORT & Co LLC 1110.00%0.00%0.00%Q4 2013Q3 202121
Carnegie Capital Asset Management, LLC 21210.00%0.02%0.06%Q3 2018Q3 202321
HRT FINANCIAL LP 710.01%0.09%0.20%Q4 2014Q1 202321
Quantbot Technologies LP 910.00%0.17%0.65%Q1 2016Q2 202321
Berkshire Hathaway 2010.01%0.32%0.55%Q4 2016Q3 202321
Point72 Asset Management, L.P. 610.00%0.18%1.36%Q2 2014Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
WealthTrust-Arizona, LLC 21210.02%0.03%0.05%Q4 2013Q4 201821
BROWN ADVISORY INC 830.00%0.00%0.00%Q4 2013Q2 202320
WORLDQUANT MILLENNIUM ADVISORS LLC 1710.02%0.33%0.54%Q2 2018Q3 202320
ExodusPoint Capital Management, LP 1210.01%0.05%0.30%Q3 2019Q3 202320
Lombard Odier Asset Management (USA) Corp 810.00%0.15%0.27%Q4 2013Q3 202020
Laurel Wealth Advisors LLC 20200.00%0.01%0.01%Q4 2018Q3 202320
Lehman Financial Resources, Inc. 20200.03%0.04%0.05%Q4 2013Q3 201820
Virtu Financial LLC 710.01%0.06%0.28%Q3 2014Q1 202320
Norinchukin Bank, The 20200.00%0.00%0.01%Q4 2018Q3 202320
Strategic Family Wealth Counselors, L.L.C. 20200.04%0.06%0.13%Q4 2018Q3 202320
MASSMUTUAL TRUST CO FSB/ADV 810.00%0.01%0.08%Q4 2013Q4 202320
JSF Financial, LLC 20200.02%0.11%0.22%Q4 2018Q3 202320
Lindbrook Capital, LLC 20200.00%0.02%0.05%Q4 2018Q3 202320
BOKF, NA 1610.00%0.01%0.02%Q4 2013Q3 202320
American Portfolios Advisors 20200.00%0.01%0.01%Q4 2017Q3 202220
NumerixS Investment Technologies Inc 1370.02%0.18%0.60%Q1 2015Q2 202020
DARRELL & KING LLC 1640.01%0.02%0.03%Q4 2015Q4 202020
TrinityPoint Wealth, LLC 20200.04%0.07%0.14%Q4 2018Q3 202320
Zions Bancorporation, N.A. 20200.00%0.00%0.00%Q4 2018Q3 202320
Vantage Investment Advisors, LLC 20200.01%0.01%0.02%Q4 2013Q3 201820
Mitsubishi UFJ Securities Holdings Co., Ltd. 20200.02%0.07%0.14%Q1 2015Q4 201920
Copeland Capital Management, LLC 20200.00%0.01%0.05%Q4 2018Q3 202320
FMA ADVISORY INC 1910.02%0.04%0.07%Q2 2015Q3 202120
FIRST MERCANTILE TRUST CO 20200.04%0.05%0.07%Q4 2013Q3 201820
Prestige Wealth Management Group LLC 20200.00%0.01%0.02%Q4 2018Q3 202320
Ellis Investment Partners, LLC 20200.02%0.03%0.04%Q4 2018Q3 202320
TRUSTCORE FINANCIAL SERVICES, LLC 1640.01%0.02%0.05%Q4 2017Q4 202220
PALLADIUM PARTNERS LLC 20200.00%0.01%0.01%Q2 2017Q1 202220
Berkeley Capital Partners, LLC 20200.03%0.03%0.04%Q4 2015Q3 202020
Gotham Asset Management, LLC 910.00%0.04%0.17%Q4 2013Q3 202320
Stevens First Principles Investment Advisors 20200.01%0.01%0.01%Q3 2014Q2 201920
Claret Asset Management Corp 20200.02%0.02%0.03%Q2 2018Q1 202320
HANCOCK WHITNEY CORP 20200.00%0.00%0.00%Q4 2018Q3 202320
TSFG, LLC 19190.01%0.01%0.02%Q1 2019Q3 202319
Successful Portfolios LLC 19190.04%0.08%0.12%Q1 2019Q3 202319
Rockefeller Capital Management L.P. 19190.00%0.00%0.00%Q1 2019Q3 202319
Chicago Partners Investment Group LLC 1630.00%0.02%0.03%Q1 2018Q3 202319
SIGNET FINANCIAL MANAGEMENT, LLC 1810.00%0.02%0.05%Q3 2015Q4 202119
Cowen Prime Services LLC 1220.00%0.03%0.16%Q4 2013Q2 202019
Prospera Financial Services Inc 1610.00%0.01%0.02%Q4 2013Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.00%0.01%0.04%Q1 2019Q3 202319
Brookstone Capital Management 1210.00%0.01%0.01%Q1 2015Q2 202319
Liberty Capital Management, Inc. 1010.03%0.15%0.47%Q1 2016Q1 202319
Redpoint Investment Management Pty Ltd 1360.01%0.02%0.05%Q4 2017Q3 202219
TWO SIGMA ADVISERS, LP 930.00%0.03%0.08%Q3 2016Q3 202219
Cresset Asset Management, LLC 1720.00%0.02%0.04%Q4 2018Q3 202319
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 910.01%0.20%1.66%Q4 2015Q1 202319
CAHABA WEALTH MANAGEMENT, INC. 1010.01%0.01%0.02%Q4 2017Q3 202319
ING GROEP NV 910.00%0.03%0.08%Q3 2015Q3 202319
PRIVATE TRUST CO NA 1360.00%0.02%0.06%Q4 2013Q3 202319
Lenox Wealth Management, Inc. 19190.00%0.00%0.01%Q4 2015Q2 202019
BRIGHTON JONES LLC 19190.01%0.02%0.04%Q1 2019Q3 202319
VNBTrust, National Association 19190.12%1.33%3.62%Q4 2013Q2 201819
Parametrica Management Ltd 510.07%0.41%1.48%Q4 2013Q4 202219
Penserra Capital Management LLC 1810.00%0.07%0.12%Q4 2015Q3 202319
Global Retirement Partners, LLC 1010.00%0.00%0.00%Q4 2016Q3 202319
Gerber Kawasaki Wealth & Investment Management 1810.00%0.05%0.10%Q2 2016Q3 202119
CULLEN/FROST BANKERS, INC. 19190.00%0.00%0.00%Q1 2019Q3 202319
Voya Financial Advisors, Inc. 1510.00%0.01%0.01%Q1 2015Q1 202118
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LINCOLN NATIONAL CORP 18180.00%0.01%0.02%Q3 2014Q4 201818
Elk Creek Partners, LLC 18180.01%0.06%0.20%Q4 2014Q1 201918
SIMON QUICK ADVISORS, LLC 1710.01%0.03%0.08%Q1 2019Q3 202318
Private Capital Group, LLC 18180.00%0.01%0.01%Q4 2017Q1 202218
Lombard Odier Asset Management (Europe) Ltd 18180.00%0.01%0.07%Q2 2016Q3 202018
EP Wealth Advisors, LLC 710.00%0.01%0.01%Q1 2017Q3 202318
Candriam S.C.A. 1130.00%0.01%0.06%Q2 2017Q1 202318
WESBANCO BANK INC 1010.00%0.00%0.01%Q4 2013Q2 202118
TOCQUEVILLE ASSET MANAGEMENT L.P. 18180.02%0.03%0.04%Q1 2019Q2 202318
Stratos Wealth Advisors, LLC 18180.01%0.04%0.17%Q2 2019Q3 202318
FORMULA GROWTH LTD 18180.16%0.22%0.33%Q1 2019Q2 202318
Fieldpoint Private Securities, LLC 1010.00%0.01%0.01%Q1 2017Q2 202218
Harel Insurance Investments & Financial Services Ltd. 18180.00%0.00%0.00%Q2 2017Q3 202118
Waverly Advisors, LLC 1530.00%0.01%0.04%Q4 2015Q2 202118
WealthOne, LLC 1010.02%0.03%0.05%Q4 2018Q3 202318
Cable Hill Partners, LLC 18180.00%0.01%0.01%Q4 2014Q1 201918
Independent Advisor Alliance 1510.00%0.01%0.02%Q3 2017Q4 202218
BOOTHBAY FUND MANAGEMENT, LLC 710.00%0.04%0.12%Q3 2015Q3 202318
WESTWOOD MANAGEMENT CORP /IL/ 17170.02%0.04%0.10%Q4 2013Q4 201717
CIGNA INVESTMENTS INC /NEW 17170.01%0.02%0.14%Q4 2016Q4 202017
Point72 Hong Kong Ltd 710.00%0.08%0.62%Q3 2014Q3 202217
Private Capital Advisors, Inc. 1250.02%0.39%1.68%Q1 2014Q1 201917
Lehman & Derafelo Financial Resources LLC 17170.03%0.03%0.04%Q4 2018Q4 202217
Ascent Wealth Partners, LLC 17170.04%0.04%0.05%Q1 2015Q1 201917
COMMERCE BANK 1210.00%0.00%0.00%Q2 2018Q3 202317
Krilogy Financial LLC 1110.00%0.02%0.09%Q3 2015Q1 202117
State of New Jersey Common Pension Fund D 17170.01%0.02%0.03%Q3 2019Q3 202317
McIlrath & Eck, LLC 1610.00%0.00%0.00%Q4 2017Q2 202217
Zimmer Partners, LP 1220.02%0.84%3.01%Q2 2016Q1 202317
Brahman Capital Corp. 17175.08%8.71%12.41%Q2 2014Q2 201817
CREDIT AGRICOLE S A 1610.00%0.04%0.12%Q4 2013Q2 202017
FinTrust Capital Advisors, LLC 1610.00%0.02%0.03%Q4 2018Q3 202317
Schonfeld Strategic Advisors LLC 510.00%0.07%0.35%Q2 2016Q1 202317
SEEYOND 17170.01%0.11%0.16%Q4 2018Q4 202217
FORTEM FINANCIAL GROUP, LLC 1520.03%0.09%0.16%Q4 2018Q3 202317
Achmea Investment Management B.V. 910.01%0.03%0.07%Q1 2017Q3 202317
Blume Capital Management, Inc. 1070.00%0.04%0.19%Q4 2013Q3 202017
TimeScale Financial, Inc. 17170.00%0.01%0.01%Q2 2019Q2 202317
SRS Capital Advisors, Inc. 1030.00%0.00%0.01%Q4 2016Q3 202317
GILDER GAGNON HOWE & CO LLC 17170.00%0.02%0.11%Q4 2013Q4 201717
RPG Investment Advisory, LLC 1520.00%0.01%0.03%Q4 2015Q4 202017
Integrated Wealth Concepts LLC 1610.00%0.00%0.01%Q2 2019Q3 202317
Ellevest, Inc. 17170.00%0.00%0.00%Q1 2019Q1 202317
KEYBANK NATIONAL ASSOCIATION/OH 1160.00%0.00%0.00%Q4 2013Q2 202017
DSM CAPITAL PARTNERS LLC 1021.05%1.87%2.82%Q3 2016Q2 202117
XML Financial, LLC 16160.01%0.03%0.05%Q4 2019Q3 202316
COLONY GROUP LLC 820.00%0.00%0.01%Q3 2015Q1 202116
Indie Asset Partners, LLC 16160.05%0.07%0.09%Q4 2019Q3 202316
MACKENZIE FINANCIAL CORP 1020.00%0.00%0.01%Q1 2016Q3 202316
ROPES WEALTH ADVISORS LLC 16160.00%0.00%0.00%Q1 2016Q4 201916
Sargent Bickham Lagudis LLC 16160.00%0.00%0.00%Q1 2019Q4 202216
Financial Advocates Investment Management 1420.01%0.02%0.24%Q1 2018Q1 202216
Commonwealth Equity Services, Inc 16160.02%0.04%0.05%Q4 2013Q3 201716
Carolina Wealth Advisors, LLC 16160.00%0.01%0.01%Q4 2019Q3 202316
J.W. COLE ADVISORS, INC. 16160.01%0.02%0.10%Q4 2019Q3 202316
Bouchey Financial Group Ltd 16160.01%0.01%0.02%Q3 2019Q2 202316
Bartlett & Co. LLC 810.00%0.00%0.00%Q3 2019Q4 202316
Marcum Wealth, LLC 16160.01%0.02%0.03%Q4 2019Q3 202316
Asset Dedication, LLC 970.00%0.00%0.00%Q4 2015Q4 201916
Perigon Wealth Management, LLC 1510.00%0.01%0.03%Q3 2011Q3 202316
Alexandria Capital, LLC 16160.00%0.00%0.00%Q4 2013Q3 201716
Sugarloaf Wealth Management, LLC 16160.00%0.01%0.02%Q4 2019Q3 202316
Carmichael Hill & Associates, Inc. 16160.02%0.06%0.14%Q4 2019Q3 202316
Baker Avenue Asset Management, LP 710.00%0.01%0.01%Q4 2013Q3 202316
Procyon Advisors, LLC 16160.01%0.15%0.39%Q4 2019Q3 202316
Assured Investment Management LLC 610.01%0.05%0.34%Q1 2014Q1 201916
Banque Cantonale Vaudoise 16160.01%0.03%0.06%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
WealthTrust Axiom LLC 970.01%0.02%0.02%Q4 2013Q4 201716
AllSquare Wealth Management LLC 1060.01%0.01%0.02%Q4 2014Q4 201816
BKS ADVISORS, LLC 1240.03%0.05%0.14%Q1 2015Q1 201916
ETF MANAGERS GROUP, LLC 880.00%0.01%0.06%Q2 2017Q1 202216
Equitable Holdings, Inc. 16160.02%0.04%0.06%Q4 2019Q3 202316
NATIONAL PLANNING CORP 16160.02%0.03%0.04%Q4 2013Q3 201716
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Sarbit Advisory Services Inc. 16165.58%14.40%22.93%Q4 2013Q3 201716
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MITCHELL MCLEOD PUGH & WILLIAMS INC 16160.07%0.10%0.12%Q1 2017Q4 202016
Column Capital Advisors, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
Kore Private Wealth LLC 16160.04%0.06%0.09%Q4 2018Q3 202216
FRED ALGER MANAGEMENT, LLC 1330.00%0.00%0.00%Q4 2013Q4 201816
BTR CAPITAL MANAGEMENT INC 1330.01%0.01%0.02%Q3 2018Q3 202216
ATTICUS WEALTH MANAGEMENT, LLC 16160.00%0.01%0.01%Q4 2019Q3 202316
Hurlow Wealth Management Group, Inc. 16160.03%0.05%0.07%Q4 2018Q3 202216
Cedar Mountain Advisors, LLC 16160.00%0.01%0.01%Q4 2019Q3 202316
Stokes Family Office, LLC 16160.01%0.01%0.02%Q4 2019Q3 202316
SPC Financial, Inc. 1150.01%0.01%0.02%Q1 2014Q3 202316
BB&T SECURITIES, LLC 16160.00%0.00%0.01%Q4 2015Q3 201916
GLG LLC 16160.01%0.02%0.06%Q1 2014Q4 201716
CARL DOMINO INC 16160.23%0.44%0.81%Q4 2013Q3 201716
Clark Capital Management Group, Inc. 16160.00%0.00%0.01%Q4 2015Q3 201916
DELTEC ASSET MANAGEMENT LLC 15150.02%0.13%1.19%Q4 2013Q2 201715
Smithfield Trust Co 1410.00%0.00%0.00%Q1 2015Q3 202315
Valeo Financial Advisors, LLC 15150.00%0.00%0.00%Q3 2017Q1 202115
GAM Holding AG 1410.00%0.00%0.01%Q1 2014Q2 201815
Meiji Yasuda Life Insurance Co 1050.01%0.02%0.06%Q4 2013Q3 202015
New World Advisors LLC 15150.03%0.07%0.47%Q4 2018Q2 202215
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
Chevy Chase Trust Holdings, LLC 15150.00%0.06%0.14%Q2 2016Q4 201915
BANK OF NOVA SCOTIA 1230.00%0.00%0.01%Q3 2016Q3 202315
CAPSTONE ASSET MANAGEMENT CO 15150.01%0.01%0.02%Q4 2013Q2 201715
PEAK6 Group LLC 510.00%0.00%0.01%Q1 2014Q2 201815
Xact Kapitalforvaltning AB 15150.02%0.03%0.04%Q3 2016Q1 202015
EXCHANGE TRADED CONCEPTS, LLC 920.00%0.01%0.04%Q4 2019Q4 202315
ACADIAN ASSET MANAGEMENT LLC 810.00%0.03%0.14%Q1 2017Q3 202215
INVESTMENT PARTNERS, LTD. 1110.05%0.12%0.18%Q4 2014Q3 202215
NICOLET ADVISORY SERVICES, LLC 15150.01%0.01%0.02%Q1 2019Q3 202215
AMUNDI ASSET MANAGEMENT US, INC. 1410.00%0.01%0.04%Q3 2014Q1 202115
Capital Analysts, LLC 510.00%0.00%0.00%Q4 2013Q3 202315
Quaker Wealth Management, LLC 960.03%0.04%0.09%Q4 2019Q3 202315
OMERS ADMINISTRATION Corp 510.02%0.04%0.10%Q2 2014Q3 201915
HCR Wealth Advisors 730.01%0.03%0.04%Q4 2016Q4 202015
FLPUTNAM INVESTMENT MANAGEMENT CO 15150.00%0.01%0.02%Q3 2019Q1 202315
Catalyst Capital Advisors LLC 1320.00%0.01%0.07%Q1 2014Q3 202315
Brown Advisory Securities, LLC 15150.02%0.02%0.02%Q2 2015Q4 201815
BRR OpCo, LLC 1410.01%0.02%0.03%Q4 2013Q1 202015
Advisor Group, Inc. 15150.01%0.01%0.01%Q2 2016Q4 201915
Archer Investment Corp 870.00%0.00%0.00%Q4 2018Q3 202315
PITCAIRN CO 510.00%0.01%0.03%Q4 2013Q3 202315
Handelsbanken Fonder AB 1410.00%0.02%0.06%Q4 2015Q3 202315
AustralianSuper Pty Ltd 640.02%0.05%0.09%Q1 2019Q3 202315
Vanguard Personalized Indexing Management, LLC 15150.01%0.02%0.07%Q1 2020Q3 202315
Geneva Advisors, LLC 15150.00%0.00%0.00%Q4 2013Q2 201715
Avenir Corp 15150.01%0.02%0.04%Q2 2014Q4 201715
WFG Advisors, LP 15150.01%0.01%0.02%Q4 2013Q2 201715
Ruggie Capital Group 810.00%0.00%0.01%Q4 2014Q4 201814
SEVEN EIGHT CAPITAL, LP 510.02%0.23%0.82%Q1 2017Q4 202214
Larson Financial Group LLC 1130.00%0.00%0.01%Q4 2018Q3 202314
NATIXIS ADVISORS, L.P. 1130.00%0.00%0.01%Q4 2013Q2 202314
DELTA LLOYD NV 14140.01%0.02%0.04%Q4 2013Q1 201714
Quantitative Investment Management, LLC 310.01%0.07%0.30%Q4 2014Q3 202314
Wealthspire Advisors, L.P. 14140.00%0.01%0.02%Q4 2015Q1 201914
CAPITAL GUARDIAN TRUST CO 14140.00%0.53%0.77%Q4 2013Q1 201714
JANUS HENDERSON INVESTORS US LLC 14140.00%0.01%0.04%Q4 2013Q1 201714
Retirement Group, LLC 910.00%0.00%0.00%Q4 2019Q3 202314
BRIDGEWAY CAPITAL MANAGEMENT, LLC 14140.04%0.25%0.48%Q4 2019Q1 202314
GREENWOOD CAPITAL ASSOCIATES LLC 1130.01%0.03%0.08%Q3 2016Q3 202314
FORSTA AP-FONDEN 820.00%0.06%0.21%Q3 2016Q4 202214
State of Alaska, Department of Revenue 14140.02%0.03%0.04%Q1 2017Q2 202014
Moisand Fitzgerald Tamayo, LLC 640.00%0.01%0.04%Q4 2015Q3 202314
Foundry Partners, LLC 14140.01%0.01%0.01%Q4 2015Q1 201914
Corsair Capital Management 950.13%0.23%0.38%Q1 2014Q3 201714
Symmetry Partners, LLC 1110.00%0.01%0.03%Q1 2017Q4 202314
Abundance Wealth Counselors 14140.03%0.04%0.07%Q4 2018Q1 202214
BDO Wealth Advisors, LLC 14140.01%0.01%0.02%Q1 2020Q2 202314
INVESTMENT CENTERS OF AMERICA INC 14140.02%0.02%0.03%Q2 2014Q3 201714
Dynamic Technology Lab Private Ltd 510.02%0.11%0.36%Q2 2015Q3 202114
HARTFORD INVESTMENT MANAGEMENT CO 14140.00%0.01%0.01%Q4 2013Q1 201714
Hillsdale Investment Management Inc. 1010.00%0.03%0.10%Q1 2015Q3 202314
FEDERATED HERMES, INC. 630.00%0.00%0.00%Q2 2015Q4 202114
MEEDER ASSET MANAGEMENT INC 14140.00%0.00%0.01%Q2 2019Q3 202214
REGENTATLANTIC CAPITAL LLC 1310.00%0.00%0.01%Q4 2014Q3 202214
A.R.T. Advisors, LLC 810.05%0.08%0.25%Q4 2013Q4 201914
Motley Fool Asset Management LLC 860.00%0.05%0.06%Q4 2018Q1 202314
Virtu KCG Holdings LLC 14140.00%0.04%0.15%Q4 2013Q1 201714
IBEX WEALTH ADVISORS 810.01%0.02%0.04%Q3 2016Q3 202314
Selective Wealth Management, Inc. 1310.00%0.01%0.05%Q3 2018Q3 202214
FIRST NATIONAL TRUST CO 14140.01%0.02%0.04%Q2 2020Q3 202314
Ensign Peak Advisors, Inc 14140.00%0.00%0.01%Q2 2020Q3 202314
Tidal Investments LLC 1110.01%0.03%0.06%Q3 2019Q3 202314
QCM Cayman, Ltd. 310.01%0.39%0.93%Q1 2014Q1 202214
CHICAGO EQUITY PARTNERS LLC 1310.00%0.02%0.09%Q1 2015Q2 201914
AXA S.A. 910.00%0.00%0.01%Q2 2018Q3 202314
TRUE Private Wealth Advisors 1310.00%0.01%0.02%Q3 2018Q2 202314
Vident Investment Advisory, LLC 950.00%0.02%0.05%Q4 2017Q2 202314
Genesee Capital Advisors, LLC 920.05%0.07%0.11%Q2 2019Q3 202314
Snowden Capital Advisors LLC 770.00%0.01%0.01%Q2 2018Q2 202314
Lido Advisors, LLC 1020.00%0.01%0.03%Q2 2016Q2 202314
Meridian Financial Partners LLC 14140.10%0.13%0.24%Q2 2020Q3 202314
BlackRock Japan Co. Ltd 13130.03%0.05%0.06%Q4 2013Q4 201613
SeaCrest Wealth Management, LLC 13130.01%0.02%0.02%Q4 2017Q4 202013
BlackRock Fund Advisors 13130.01%0.02%0.02%Q4 2013Q4 201613
PGGM Investments 850.02%0.08%0.13%Q2 2020Q3 202313
Financial Architects, Inc 520.00%0.01%0.02%Q2 2014Q2 202013
Global X Management CO LLC 13130.00%0.01%0.01%Q2 2015Q2 201813
Founders Financial Alliance, LLC 13130.03%0.04%0.06%Q3 2020Q3 202313
Donoghue Forlines LLC 820.07%0.20%0.38%Q3 2019Q3 202313
PHH Investments, Ltd. 13130.15%0.18%0.21%Q4 2016Q4 201913
Telos Capital Management, Inc. 1210.01%0.02%0.03%Q1 2016Q1 202013
PUTNAM INVESTMENTS LLC 850.01%0.04%0.06%Q2 2015Q2 202213
FineMark National Bank & Trust 13130.00%0.01%0.05%Q4 2013Q4 201613
MSI Financial Services Inc 13130.01%0.02%0.04%Q4 2013Q4 201613
Assenagon Asset Management S.A. 13130.01%0.02%0.04%Q2 2017Q2 202013
BlackRock Institutional Trust Company, N.A. 13130.03%0.04%0.05%Q4 2013Q4 201613
BlackRock Investment Management, LLC 13130.00%0.01%0.13%Q4 2013Q4 201613
EXANE DERIVATIVES 1120.00%0.00%0.00%Q4 2014Q2 201913
Calvert Investment Management, Inc. 13130.01%0.02%0.03%Q4 2013Q4 201613
IRIDIAN ASSET MANAGEMENT LLC/CT 13130.01%1.70%2.63%Q2 2014Q2 201713
Blueshift Asset Management, LLC 610.01%0.56%2.08%Q4 2018Q1 202313
Key FInancial Inc 1210.00%0.01%0.01%Q1 2020Q3 202313
EVOKE WEALTH, LLC 13130.00%0.00%0.00%Q3 2019Q3 202213
Illinois Municipal Retirement Fund 13130.02%0.03%0.05%Q3 2020Q3 202313
BRAVE ASSET MANAGEMENT INC 1210.01%0.01%0.03%Q4 2013Q2 202013
BlackRock Group LTD 13130.03%0.04%0.05%Q4 2013Q4 201613
BLACKROCK ADVISORS LLC 13130.00%0.02%0.15%Q4 2013Q4 201613
ONTARIO TEACHERS PENSION PLAN BOARD 730.00%0.00%0.00%Q2 2014Q3 202313
SYNOVUS FINANCIAL CORP 1010.00%0.00%0.00%Q4 2014Q2 202013
EDMOND DE ROTHSCHILD HOLDING S.A. 13130.00%0.01%0.01%Q3 2020Q3 202313
PineBridge Investments, L.P. 820.00%0.04%0.10%Q3 2018Q3 202313
Ethic Inc. 13130.01%0.03%0.05%Q3 2020Q3 202313
CAROLINAS WEALTH CONSULTING LLC 1120.00%0.00%0.00%Q2 2020Q3 202313
First Personal Financial Services 13130.00%0.00%0.00%Q3 2020Q3 202313
LifePlan Financial Group, Inc 1120.00%0.00%0.01%Q4 2013Q3 202013
Kestra Advisory Services, LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
OneDigital Investment Advisors LLC 530.00%0.00%0.00%Q2 2017Q3 202313
Hexagon Capital Partners LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Corient Capital Partners, LLC 13130.01%0.02%0.02%Q3 2019Q3 202213
Enlightenment Research, LLC 13130.09%0.33%0.88%Q4 2018Q4 202113
AIGEN INVESTMENT MANAGEMENT, LP 910.01%0.21%0.83%Q1 2020Q3 202313
Berman Capital Advisors, LLC 1210.00%0.00%0.02%Q4 2017Q3 202113
Mizuho Asset Management Co.,Ltd. 12120.01%0.01%0.02%Q4 2013Q3 201612
Bayesian Capital Management, LP 410.03%0.16%0.38%Q3 2016Q2 202312
Capital International Investors 12120.06%0.13%0.19%Q4 2013Q3 201612
Ausdal Financial Partners, Inc. 12120.02%0.02%0.03%Q4 2015Q3 201812
Claraphi Advisory Network, LLC 12120.02%0.05%0.06%Q4 2017Q3 202012
Gerstein Fisher 12120.01%0.03%0.04%Q4 2013Q3 201612
Royal Fund Management, LLC 930.00%0.01%0.01%Q4 2016Q1 202012
AVANTAX ADVISORY SERVICES, INC. 420.00%0.00%0.02%Q4 2018Q3 202312
Dai-ichi Life Holdings, Inc. 12120.00%0.02%0.05%Q4 2013Q3 201612
Siemens Fonds Invest GmbH 12120.02%0.04%0.10%Q4 2020Q3 202312
Brown Miller Wealth Management, LLC 12120.04%0.26%0.84%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.00%0.00%0.00%Q4 2020Q3 202312
Marshall Wace North America L.P. 510.00%0.05%0.18%Q4 2013Q3 202012
Petrus Trust Company, LTA 710.01%0.03%0.06%Q4 2017Q4 202112
Shinko Asset Management Co., Ltd. 12120.00%0.00%0.00%Q4 2013Q3 201612
Vontobel Holding Ltd. 12120.00%0.00%0.00%Q4 2020Q3 202312
Meridian Wealth Management, LLC 12120.02%0.04%0.06%Q4 2016Q3 201912
ABERDEEN ASSET MANAGEMENT PLC/UK 12120.00%0.00%0.00%Q4 2013Q3 201612
Jupiter Investment Management Ltd 840.00%0.15%0.79%Q1 2017Q2 202012
WOLFF WIESE MAGANA LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Cornerstone Wealth Group, LLC 12120.02%0.03%0.04%Q1 2019Q4 202112
Louisiana State Employees Retirement System 12120.02%0.03%0.04%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
Palumbo Wealth Management LLC 12120.03%0.16%0.56%Q4 2020Q3 202312
UBS AG 440.00%0.00%0.01%Q4 2013Q3 201412
WINTON GROUP Ltd 530.00%0.04%0.20%Q1 2017Q2 202112
XPONANCE, INC. 750.00%0.00%0.01%Q2 2020Q3 202312
Maryland Capital Management 12120.01%0.01%0.01%Q3 2016Q2 201912
BIEGEL & WALLER LLC 12120.06%0.08%0.11%Q4 2016Q3 201912
CARILLON TOWER ADVISERS, INC. 1110.22%0.50%0.67%Q4 2017Q4 202012
WNY Asset Management, LLC 12120.01%0.02%0.03%Q4 2020Q3 202312
Convergence Investment Partners, LLC 610.00%0.15%0.42%Q3 2015Q3 202312
Joseph P. Lucia & Associates, LLC 620.01%0.03%0.16%Q1 2019Q2 202212
Elo Mutual Pension Insurance Co 12120.01%0.01%0.02%Q4 2020Q3 202312
Source Financial Advisors LLC 12120.05%0.07%0.09%Q4 2020Q3 202312
HBK INVESTMENTS L P 510.00%0.05%0.13%Q4 2013Q2 202212
LIBERTY WEALTH MANAGEMENT LLC 12120.02%0.03%0.04%Q4 2018Q3 202112
Laurion Capital Management LP 610.00%0.02%0.08%Q3 2016Q3 202112
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 510.01%0.02%0.04%Q4 2013Q3 201711
FIRST QUADRANT LLC/CA 710.00%0.11%0.58%Q4 2013Q4 202111
Investors Capital Advisory Services 11110.01%0.02%0.03%Q4 2013Q2 201611
Maryland State Retirement & Pension System 740.01%0.01%0.02%Q4 2020Q3 202311
Somerset Trust Co 11110.02%0.03%0.04%Q4 2019Q2 202211
Belpointe Asset Management LLC 11110.01%0.01%0.02%Q3 2020Q1 202311
Westchester Capital Management, LLC 1010.02%0.96%1.92%Q1 2014Q1 201811
CLINTON GROUP INC 320.01%0.12%0.23%Q4 2013Q3 201811
Timber Hill LLC 710.00%0.00%0.01%Q4 2013Q4 201611
Freestone Capital Holdings, LLC 610.00%0.00%0.02%Q1 2014Q1 202211
JACOBS LEVY EQUITY MANAGEMENT, INC 410.01%0.05%0.16%Q2 2014Q4 201911
Magnetar Financial LLC 710.00%0.19%1.26%Q1 2014Q3 201811
McClarren Financial Advisors, Inc. 650.00%0.00%0.00%Q4 2020Q3 202311
TRANSCEND CAPITAL ADVISORS, LLC 920.01%0.01%0.02%Q4 2020Q3 202311
Hudson Portfolio Management LLC 11110.74%0.95%1.14%Q1 2021Q3 202311
Qube Research & Technologies Ltd 410.01%0.09%0.25%Q1 2018Q4 202211
Dynamic Capital Management Ltd 410.03%0.22%0.61%Q4 2013Q1 201811
Stonebridge Capital Advisors LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
CALTON & ASSOCIATES, INC. 610.00%0.02%0.04%Q4 2017Q4 202011
Formidable Asset Management, LLC 1010.00%0.04%0.43%Q4 2013Q1 201911
Spire Wealth Management 11110.00%0.00%0.00%Q1 2021Q3 202311
Jump Financial, LLC 1010.00%0.12%0.25%Q4 2020Q3 202311
Strategic Wealth Management Group, LLC 11110.12%0.19%0.28%Q4 2018Q2 202111
HARVEST VOLATILITY MANAGEMENT LLC 11110.00%0.11%0.21%Q4 2020Q2 202311
Zhang Financial LLC 11110.02%0.03%0.04%Q1 2017Q3 201911
Fiera Capital Corp 650.00%0.00%0.01%Q2 2017Q3 202311
Alberta Investment Management Corp 310.00%0.03%0.06%Q2 2016Q1 202311
Alpha Omega Wealth Management LLC 11110.01%0.01%0.02%Q4 2016Q2 201911
GENERAL ELECTRIC CO 11110.02%0.16%0.47%Q4 2013Q2 201611
NEXT CENTURY GROWTH INVESTORS LLC 11110.13%0.21%0.27%Q3 2014Q1 201711
YorkBridge Wealth Partners, LLC 11110.01%0.01%0.02%Q4 2016Q2 201911
CAPITAL FUND MANAGEMENT S.A. 710.00%0.03%0.08%Q3 2018Q3 202311
Neo Ivy Capital Management 920.08%0.38%0.98%Q4 2018Q1 202211
PDT Partners, LLC 740.08%0.32%0.51%Q2 2019Q1 202211
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 11110.00%0.00%0.00%Q4 2013Q2 201611
Hodges Capital Management Inc. 1010.00%0.16%0.56%Q4 2013Q3 201611
Sovereign Financial Group, Inc. 11110.02%0.03%0.05%Q1 2021Q3 202311
ACCURATE INVESTMENT SOLUTIONS, INC. 11110.00%0.00%0.01%Q4 2015Q2 201811
Leucadia National 440.00%0.02%0.07%Q4 2022Q3 202311
Beacon Pointe Advisors, LLC 510.00%0.05%0.14%Q4 2018Q3 202310
Colonial Trust Advisors 820.00%0.08%0.67%Q2 2020Q3 202310
Cadence Bank 10100.01%0.01%0.02%Q4 2017Q1 202010
ESSEX INVESTMENT MANAGEMENT CO LLC 730.03%0.20%0.41%Q3 2014Q2 201710
Sargent Investment Group, LLC 10100.01%0.02%0.04%Q2 2021Q3 202310
Harvest Fund Management Co., Ltd 510.00%0.01%0.02%Q2 2018Q3 202310
Destiny Wealth Partners, LLC 820.00%0.01%0.04%Q4 2020Q2 202310
Fi3 FINANCIAL ADVISORS, LLC 10100.05%0.16%0.24%Q2 2021Q3 202310
Taylor Hoffman Wealth Management 910.00%0.00%0.00%Q4 2017Q2 202010
MetLife Investment Management, LLC 730.00%0.00%0.00%Q3 2018Q3 202310
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 10100.06%0.11%0.14%Q3 2015Q4 201710
Deseret Mutual Benefit Administrators 10100.00%0.00%0.00%Q2 2021Q3 202310
EVERMAY WEALTH MANAGEMENT LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Hoxton Financial, Inc. 10100.00%0.02%0.07%Q4 2013Q1 201610
Capital Bank & Trust Co 910.00%0.00%0.00%Q2 2017Q4 201910
Beacon Capital Management, Inc. 10100.00%0.00%0.01%Q4 2013Q1 201610
CAPITAL INTERNATIONAL LTD /CA/ 10100.06%0.08%0.14%Q4 2013Q1 201610
Braun-Bostich & Associates Inc. 730.01%0.02%0.02%Q4 2017Q2 202010
Zurich Insurance Group Ltd/FI 640.03%0.05%0.08%Q1 2016Q3 201810
Clearview Wealth Advisors LLC 10100.00%0.00%0.01%Q4 2020Q1 202310
Hudson Bay Capital Management LP 770.01%0.06%0.13%Q3 2021Q1 202310
ASSETMARK, INC 810.00%0.00%0.00%Q4 2015Q3 202310
OCCUDO QUANTITATIVE STRATEGIES LP 10100.04%0.22%0.40%Q4 2020Q1 202310
ALLSTATE CORP 810.00%0.02%0.04%Q2 2017Q3 202210
Covestor Ltd 880.00%0.03%0.07%Q4 2021Q3 202310
M Holdings Securities, Inc. 510.01%0.03%0.11%Q4 2013Q1 202310
RUSSELL FRANK CO/ 10100.00%0.01%0.03%Q4 2013Q1 201610
HARBOUR INVESTMENTS, INC. 640.01%0.01%0.01%Q1 2021Q3 202310
Morse Asset Management, Inc 10100.05%0.07%0.11%Q1 2017Q2 201910
Legacy Financial Advisors, Inc. 640.00%0.01%0.03%Q4 2017Q4 202210
Sound Income Strategies, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
VIRGINIA RETIREMENT SYSTEMS ET AL 910.00%0.01%0.02%Q4 2013Q2 201610
Capital Investment Counsel, Inc 640.01%0.02%0.02%Q4 2014Q3 202310
CHOREO, LLC 10100.03%0.03%0.03%Q1 2014Q2 201610
Migdal Insurance & Financial Holdings Ltd. 10100.00%0.00%0.00%Q3 2018Q4 202010
IFG Advisory, LLC 510.01%0.01%0.01%Q4 2020Q3 202310
Vestcor Inc 10100.00%0.02%0.03%Q2 2021Q3 202310
Concorde Asset Management, LLC 10100.10%0.22%0.35%Q1 2017Q2 201910
E Fund Management Co., Ltd. 910.01%0.01%0.02%Q1 2021Q3 202310
Wealthspire Advisors, LLC 910.00%0.01%0.01%Q1 2021Q3 202310
Financial Management Professionals, Inc. 10100.02%0.02%0.02%Q4 2013Q1 201610
SteelPeak Wealth, LLC 10100.01%0.01%0.02%Q4 2019Q1 202210
Cowen Investment Management LLC 720.00%0.12%0.56%Q1 2021Q2 202310
Bridgewater Associates 10100.00%0.01%0.02%Q1 2021Q2 202310
Quadrature Capital Ltd 410.02%0.17%0.65%Q1 2018Q3 202210
Amundi 10100.00%0.01%0.01%Q2 2021Q3 202310
Carlson Capital Management 10100.02%0.02%0.02%Q3 2018Q4 202010
Centerpoint Advisors, LLC 10100.03%0.05%0.06%Q4 2017Q1 202010
KCM INVESTMENT ADVISORS LLC 810.01%0.04%0.05%Q4 2013Q1 202310
Omnia Family Wealth, LLC 10100.00%0.00%0.00%Q4 2016Q1 201910
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 730.01%0.01%0.03%Q4 2013Q2 201810
ETRADE Capital Management LLC 720.00%0.00%0.00%Q4 2013Q1 20199
Walleye Capital LLC 310.00%0.01%0.04%Q1 2019Q3 20239
Columbia Asset Management 630.03%0.06%0.09%Q3 2020Q4 20229
MAI Capital Management 990.00%0.00%0.00%Q3 2021Q3 20239
BlueCrest Capital Management Ltd 310.00%0.03%0.09%Q1 2015Q3 20199
PARK AVENUE SECURITIES LLC 540.00%0.00%0.01%Q2 2020Q2 20239
MONETARY MANAGEMENT GROUP INC 990.00%0.01%0.02%Q3 2021Q3 20239
FIL Ltd 990.00%0.00%0.00%Q3 2018Q3 20209
Kozak & Associates, Inc. 990.01%0.01%0.02%Q3 2021Q3 20239
Investors Financial Group, LLC 990.05%0.08%0.13%Q4 2019Q4 20219
Ohio National Investments, Inc. 990.10%0.11%0.13%Q4 2013Q4 20159
Machina Capital S.A.S. 310.00%0.53%1.87%Q2 2019Q3 20239
Apollon Wealth Management, LLC 810.00%0.01%0.01%Q2 2020Q3 20239
Lourd Capital, LLC 510.01%0.01%0.01%Q2 2016Q1 20199
Johnson Midwest Financial, LLC 990.00%0.01%0.02%Q4 2020Q4 20229
Zions Bancorporation 990.00%0.00%0.00%Q3 2016Q3 20189
GPS Wealth Strategies Group, LLC 710.00%0.01%0.04%Q3 2020Q1 20239
AMERICAN NATIONAL BANK & TRUST CO /VA/ 990.03%0.04%0.04%Q4 2013Q4 20159
CI INVESTMENTS INC. 990.00%0.00%0.00%Q3 2021Q3 20239
BANCORPSOUTH INC 990.01%0.01%0.01%Q3 2015Q3 20179
Cherry Creek Investment Advisors, Inc. 990.03%0.04%0.05%Q2 2021Q2 20239
Coatue Management 990.37%0.70%1.68%Q4 2013Q4 20159
DENVER INVESTMENT ADVISORS LLC 990.00%0.00%0.01%Q4 2013Q4 20159
SG3 Management, LLC 520.00%0.05%0.09%Q3 2018Q4 20219
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 990.00%0.00%0.00%Q3 2021Q3 20239
IEQ CAPITAL, LLC 990.00%0.00%0.01%Q3 2021Q3 20239
Winthrop Advisory Group LLC 990.03%0.05%0.08%Q4 2017Q4 20199
Diversified Trust Co 990.01%0.03%0.05%Q4 2018Q4 20209
CATAWBA CAPITAL MANAGEMENT /VA 990.01%0.01%0.01%Q4 2013Q4 20159
Blue Ridge Capital, L.L.C. 991.29%1.89%2.39%Q4 2013Q4 20159
Orion Portfolio Solutions, LLC 540.00%0.00%0.01%Q4 2019Q3 20239
Pinnacle Summer Investments, Inc. 990.00%0.02%0.04%Q4 2013Q4 20159
FULLER & THALER ASSET MANAGEMENT, INC. 410.00%0.00%0.01%Q4 2013Q2 20189
CRITERION CAPITAL MANAGEMENT LLC 991.17%2.58%3.40%Q4 2013Q4 20159
Quantinno Capital Management LP 510.05%0.19%0.50%Q1 2020Q4 20229
XR Securities LLC 410.00%0.02%0.09%Q3 2018Q3 20239
USS Investment Management Ltd 990.01%0.01%0.02%Q3 2021Q3 20239
InterOcean Capital Group, LLC 990.00%0.00%0.01%Q3 2021Q3 20239
Balentine LLC 810.00%0.01%0.01%Q1 2020Q3 20239
Trexquant Investment LP 630.03%0.22%0.48%Q2 2019Q4 20219
Legg Mason Asset Management (Japan) Co., Ltd. 990.54%1.09%1.55%Q4 2015Q4 20179
Wealthcare Advisory Partners LLC 810.00%0.00%0.01%Q2 2018Q1 20219
MGO ONE SEVEN LLC 610.00%0.01%0.02%Q4 2017Q3 20239
PARSONS CAPITAL MANAGEMENT INC/RI 990.02%0.06%0.21%Q2 2021Q2 20239
Teza Capital Management LLC 320.01%0.15%0.43%Q1 2020Q2 20239
Airain ltd 510.03%0.36%0.93%Q4 2013Q3 20169
Cipher Capital LP 210.02%0.12%0.23%Q3 2018Q3 20239
Bard Financial Services, Inc. 620.01%0.01%0.01%Q4 2020Q3 20238
Integrated Investment Consultants, LLC 710.01%0.01%0.01%Q1 2016Q1 20188
MONARCH CAPITAL MANAGEMENT INC/ 880.02%0.02%0.02%Q3 2014Q2 20168
Strategic Wealth Partners, Ltd. 880.00%0.00%0.00%Q4 2017Q3 20198
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
ICICI Prudential Asset Management Co Ltd 880.01%0.01%0.02%Q4 2021Q3 20238
Kavar Capital Partners, LLC 310.00%0.00%0.00%Q4 2013Q2 20198
VOLORIDGE INVESTMENT MANAGEMENT, LLC 310.00%0.05%0.11%Q1 2020Q4 20228
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 620.00%0.00%0.00%Q4 2020Q4 20228
TriaGen Wealth Management LLC 620.19%0.61%1.69%Q4 2020Q4 20228
MANNING & NAPIER ADVISORS LLC 880.00%0.00%0.00%Q4 2013Q3 20158
TIAA CREF TRUST CO FSB/MO 880.00%0.01%0.01%Q2 2015Q1 20178
Sowell Financial Services LLC 710.00%0.00%0.00%Q3 2019Q1 20238
Financial Enhancement Group LLC 880.00%0.02%0.18%Q1 2018Q4 20198
USCA RIA LLC 880.01%0.01%0.01%Q3 2019Q2 20218
RATIONAL ADVISORS LLC 530.00%0.01%0.03%Q1 2017Q4 20208
Arkadios Wealth Advisors 880.00%0.01%0.02%Q4 2019Q3 20218
TFC Financial Management, Inc. 880.01%0.01%0.01%Q3 2020Q2 20228
FourThought Financial, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
HERNDON CAPITAL MANAGEMENT LLC 880.00%0.01%0.02%Q3 2015Q2 20178
Visium Asset Management, LP 770.00%0.02%0.07%Q1 2014Q3 20158
RS INVESTMENT MANAGEMENT CO LLC 880.14%0.37%0.62%Q3 2014Q2 20168
SALEM INVESTMENT COUNSELORS INC 880.01%0.01%0.01%Q1 2016Q4 20178
COWEN INC. 410.01%0.25%0.67%Q1 2014Q4 20188
Robbins Farley 620.00%0.00%0.00%Q4 2020Q4 20228
DLD Asset Management, LP 440.01%0.08%0.16%Q1 2022Q4 20228
Baltimore-Washington Financial Advisors, Inc. 880.00%0.00%0.00%Q4 2013Q3 20158
Nikko Asset Management Americas, Inc. 530.00%0.01%0.02%Q4 2016Q1 20198
BARR E S & CO 880.53%0.72%0.97%Q2 2020Q1 20228
Railway Pension Investments Ltd 620.02%0.04%0.07%Q4 2018Q1 20238
HIGHLINE CAPITAL MANAGEMENT, L.P. 883.51%4.48%5.45%Q2 2014Q1 20168
Masso Torrence Wealth Management Inc. 880.10%0.13%0.16%Q4 2021Q3 20238
Capital Wealth Alliance, LLC 880.03%0.04%0.05%Q4 2021Q3 20238
QUANTUM CAPITAL MANAGEMENT 880.17%0.19%0.24%Q4 2018Q3 20208
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.01%Q4 2021Q3 20238
CFS Investment Advisory Services, LLC 880.01%0.03%0.10%Q3 2021Q2 20238
black-and-white Capital LP 610.46%2.47%5.76%Q3 2018Q3 20208
Simplicity Solutions, LLC 320.00%0.02%0.04%Q4 2018Q3 20238
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 620.00%0.00%0.02%Q2 2020Q1 20238
BP PLC 710.01%0.02%0.03%Q3 2018Q2 20218
Horizon Wealth Management, LLC 880.02%0.06%0.10%Q4 2021Q3 20238
BANQUE PICTET & CIE SA 510.00%0.01%0.06%Q1 2014Q3 20238
Amplius Wealth Advisors, LLC 880.02%0.03%0.04%Q4 2021Q3 20238
Capital International Sarl 880.01%0.05%0.10%Q4 2013Q3 20158
Mizuho Trust & Banking Co., Ltd. 880.04%0.05%0.05%Q4 2014Q3 20168
Pure Financial Advisors, LLC 410.02%0.02%0.02%Q3 2016Q2 20198
RIDGECREST WEALTH PARTNERS, LLC 880.03%0.04%0.06%Q4 2021Q3 20238
PICTET ASSET MANAGEMENT SA 880.00%0.00%0.01%Q3 2021Q2 20238
IPG Investment Advisors LLC 410.02%0.02%0.02%Q4 2013Q3 20188
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
THORNBURG INVESTMENT MANAGEMENT INC 880.06%0.07%0.08%Q1 2014Q4 20158
SILVERLAKE WEALTH MANAGEMENT LLC 880.04%0.06%0.07%Q4 2021Q3 20238
Optimal Asset Management, Inc. 880.36%0.45%0.66%Q4 2019Q3 20218
HARVEST GROUP WEALTH MANAGEMENT, LLC 880.00%0.01%0.02%Q1 2019Q4 20208
ANGELO GORDON & CO., L.P. 770.03%2.44%4.78%Q1 2014Q3 20158
NCM Capital Management, LLC 880.17%0.32%0.47%Q4 2021Q3 20238
Yakira Capital Management, Inc. 710.15%0.44%0.92%Q1 2014Q4 20188
LifeGuide Financial Advisors, LLC 880.03%0.06%0.10%Q4 2021Q3 20238
Baldrige Asset Management LLC 880.00%0.00%0.00%Q2 2021Q1 20238
Bell Investment Advisors, Inc 620.00%0.00%0.01%Q3 2021Q3 20238
Zweig-DiMenna Associates LLC 880.17%0.49%1.04%Q1 2014Q4 20158
CITY NATIONAL BANK 880.00%0.00%0.00%Q4 2013Q3 20158
Ackerman Capital Advisors, LLC 440.06%1.04%3.88%Q3 2018Q3 20208
Executive Wealth Management, LLC 880.02%0.03%0.04%Q4 2018Q3 20208
Forum Financial Management, LP 880.00%0.00%0.00%Q4 2021Q3 20238
First Dallas Securities Inc. 880.07%0.41%0.62%Q4 2013Q3 20158
Evolution Advisers, Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
WealthPLAN Partners, LLC 210.00%0.01%0.03%Q1 2015Q2 20238
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 880.01%0.03%0.04%Q4 2021Q3 20238
Klingman & Associates, LLC 880.00%0.00%0.00%Q4 2014Q3 20168
FormulaFolio Investments, LLC 710.01%0.01%0.02%Q2 2018Q4 20208
Fusion Family Wealth LLC 530.01%0.02%0.02%Q4 2016Q4 20188
EverPoint Asset Management, LLC 710.05%0.76%1.62%Q2 2014Q2 20168
Ranch Capital Advisors Inc. 880.00%0.00%0.00%Q4 2019Q3 20218
Stephens Consulting, LLC 880.03%0.06%0.08%Q4 2021Q3 20238
LIGHT STREET CAPITAL MANAGEMENT, LLC 881.16%1.71%3.09%Q4 2013Q3 20158
COWEN AND COMPANY, LLC 210.00%0.41%2.02%Q3 2019Q3 20237
Bay Harbor Wealth Management, LLC 770.00%0.00%0.00%Q4 2018Q2 20207
Estabrook Capital Management 770.01%0.01%0.01%Q4 2021Q2 20237
Wills Financial Group, Inc. 770.03%0.03%0.03%Q1 2014Q3 20157
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 410.00%0.15%0.39%Q1 2018Q3 20227
Redwood Investment Management, LLC 520.37%0.58%0.94%Q4 2019Q3 20217
Frisch Financial Group, Inc. 770.03%0.05%0.07%Q3 2019Q1 20217
MANCHESTER FINANCIAL INC 610.02%0.03%0.04%Q2 2019Q1 20217
JS Capital Management LLC 770.06%0.31%0.46%Q2 2014Q4 20157
PZENA INVESTMENT MANAGEMENT LLC 610.00%0.00%0.00%Q1 2021Q2 20237
TOBAM 310.00%0.16%0.76%Q2 2014Q3 20237
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 770.00%0.01%0.01%Q2 2020Q4 20217
MAGNOLIA CAPITAL ADVISORS LLC 520.02%0.06%0.11%Q4 2019Q3 20217
Parisi Gray Wealth Management 610.01%0.02%0.06%Q4 2017Q2 20217
Savior LLC 770.01%0.02%0.04%Q4 2019Q2 20217
Tyler-Stone Wealth Management 520.00%0.01%0.01%Q4 2021Q3 20237
STEEL GROVE CAPITAL ADVISORS, LLC 770.06%0.09%0.15%Q4 2016Q2 20187
Ionic Capital Management LLC 410.10%0.14%0.20%Q1 2018Q3 20237
BBR PARTNERS, LLC 770.01%0.01%0.02%Q1 2020Q3 20217
PIEDMONT INVESTMENT ADVISORS INC 770.02%0.02%0.03%Q3 2018Q1 20207
ADAGE CAPITAL PARTNERS GP, L.L.C. 210.00%0.03%0.10%Q4 2013Q2 20237
SIRIOS CAPITAL MANAGEMENT L P 770.29%0.68%1.39%Q1 2015Q3 20167
Echo Street Capital Management LLC 310.00%0.00%0.01%Q2 2020Q3 20237
CLEAR STREET LLC 310.00%0.01%0.02%Q2 2022Q2 20237
SJS Investment Consulting Inc. 520.00%0.00%0.00%Q4 2021Q3 20237
Beacon Capital Management, LLC 770.02%0.03%0.04%Q1 2022Q3 20237
Rockbridge Investment Management, LCC 770.00%0.00%0.00%Q2 2020Q4 20217
MIZUHO SECURITIES USA LLC 410.00%0.07%0.21%Q4 2013Q4 20187
Virginia National Bank 770.11%0.46%2.29%Q3 2018Q1 20207
Atria Wealth Solutions, Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
BLUEFIN CAPITAL MANAGEMENT, LLC 310.00%0.06%0.27%Q3 2022Q3 20237
Bank of New Hampshire 770.00%0.01%0.01%Q1 2022Q3 20237
FOX RUN MANAGEMENT, L.L.C. 320.04%0.10%0.21%Q1 2018Q3 20207
D.B. Root & Company, LLC 770.08%0.11%0.16%Q4 2017Q2 20197
GIRARD PARTNERS LTD. 510.01%0.05%0.11%Q4 2013Q3 20187
B. Metzler seel. Sohn & Co. AG 770.00%0.00%0.00%Q1 2022Q3 20237
Avion Wealth 770.00%0.00%0.00%Q1 2022Q3 20237
REYNOLDS CAPITAL MANAGEMENT LLC 610.08%0.14%0.28%Q4 2013Q4 20157
LEVEL FOUR ADVISORY SERVICES, LLC 610.01%0.01%0.05%Q4 2019Q3 20237
MCMILLION CAPITAL MANAGEMENT INC 770.04%0.05%0.05%Q3 2016Q1 20187
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 770.20%0.36%0.83%Q1 2014Q3 20157
Charter Oak Capital Management, LLC 770.01%0.01%0.01%Q4 2020Q2 20227
CAXTON ASSOCIATES LP 210.01%0.07%0.24%Q2 2014Q4 20207
Horan Securities, Inc. 770.00%0.00%0.00%Q4 2021Q2 20237
OSSIAM 610.00%0.02%0.08%Q1 2021Q3 20237
Omega Advisors Inc. 772.21%2.97%3.40%Q3 2014Q1 20167
Realta Investment Advisors 770.03%0.04%0.05%Q1 2019Q3 20207
Horizons Wealth Management 770.00%0.00%0.00%Q2 2022Q4 20237
Commonwealth Financial Services, LLC 770.00%0.00%0.00%Q3 2015Q1 20177
Nuveen Fund Advisors, LLC 520.04%0.74%1.46%Q2 2016Q1 20187
Allspring Global Investments Holdings, LLC 770.00%0.01%0.02%Q4 2021Q2 20237
ARROW FINANCIAL CORP 610.00%0.00%0.00%Q1 2014Q3 20237
FNY Managed Accounts LLC 510.00%0.12%0.55%Q1 2014Q1 20177
Souders Financial Advisors 770.02%0.03%0.04%Q1 2020Q3 20217
AIRE ADVISORS, LLC 770.04%0.07%0.10%Q1 2022Q3 20237
HENNESSY ADVISORS INC 770.14%0.16%0.19%Q1 2022Q3 20237
Douglass Winthrop Advisors, LLC 770.02%0.03%0.04%Q3 2017Q1 20197
MAVERICK CAPITAL LTD 410.00%0.01%0.02%Q2 2020Q3 20236
FDx Advisors, Inc. 310.01%0.01%0.02%Q4 2013Q4 20186
AGF Investments LLC 510.00%0.07%0.16%Q2 2018Q1 20216
ATLAS CAPITAL ADVISORS LLC 660.00%0.00%0.00%Q1 2021Q2 20226
Center for Financial Planning, Inc. 510.00%0.00%0.01%Q4 2019Q3 20216
Metis Global Partners, LLC 660.01%0.01%0.02%Q2 2022Q3 20236
Schubert & Co 660.00%0.00%0.00%Q4 2021Q1 20236
SANDERS MORRIS HARRIS LLC 660.03%0.06%0.10%Q3 2018Q4 20196
CSat Investment Advisory, L.P. 660.01%0.01%0.02%Q2 2019Q3 20206
Atlas Private Wealth Advisors 660.00%0.01%0.01%Q2 2020Q3 20216
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Broadleaf Partners, LLC 661.52%2.09%2.78%Q4 2017Q1 20196
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.01%0.02%Q4 2020Q3 20236
Golden State Wealth Management, LLC 330.00%0.00%0.02%Q1 2019Q3 20206
Atlas Private Wealth Management, LLC 660.01%0.01%0.01%Q4 2019Q1 20216
VALLEY WEALTH MANAGERS, INC. 660.00%0.00%0.00%Q2 2022Q3 20236
I.G. INVESTMENT MANAGEMENT, LTD. 660.00%0.00%0.01%Q2 2015Q3 20166
Cerity Partners LLC 660.00%0.00%0.01%Q2 2022Q3 20236
Wealthstreet Investment Advisors, LLC 660.01%0.01%0.01%Q4 2017Q1 20196
Fusion Investment Group, LLC 420.00%0.00%0.00%Q4 2013Q3 20156
COLLECTIVE FAMILY OFFICE LLC 660.07%0.10%0.13%Q3 2021Q4 20226
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 510.00%0.00%0.00%Q3 2014Q4 20196
Rotella Capital Management, Inc. 660.06%0.12%0.30%Q3 2014Q4 20156
SII INVESTMENTS INC/WI 660.01%0.01%0.01%Q4 2013Q1 20156
Compagnie Lombard Odier SCmA 660.00%0.02%0.09%Q4 2013Q1 20156
BURNEY CO/ 210.01%0.01%0.01%Q4 2015Q1 20206
Newbridge Financial Services Group, Inc. 660.01%0.01%0.01%Q3 2020Q4 20216
Greenwich Wealth Management LLC 510.01%0.02%0.02%Q1 2017Q3 20186
KENSICO CAPITAL MANAGEMENT CORP 510.27%0.73%1.00%Q4 2013Q1 20166
HC FINANCIAL ADVISORS INC 660.00%0.00%0.00%Q1 2020Q2 20216
Busey Bank 660.00%0.01%0.01%Q2 2019Q3 20206
Ameritas Investment Company, LLC 310.00%0.01%0.04%Q4 2018Q1 20216
TLP GROUP LLC 660.01%0.05%0.14%Q2 2017Q3 20186
CWA Asset Management Group, LLC 660.04%0.05%0.08%Q4 2018Q1 20206
Clearstead Advisors, LLC 210.00%0.00%0.01%Q4 2016Q4 20226
Concord Wealth Partners 660.00%0.00%0.01%Q4 2020Q1 20226
Princeton Alpha Management LP 420.01%0.02%0.04%Q1 2014Q2 20166
HOWARD HUGHES MEDICAL INSTITUTE 510.00%0.04%0.07%Q1 2014Q2 20166
Exchange Capital Management, Inc. 510.00%0.01%0.03%Q4 2013Q3 20236
SEVEN LOCKS CAPITAL MANAGEMENT LP 661.06%2.38%3.17%Q1 2014Q2 20156
Professional Financial Advisors, LLC 660.00%0.00%0.01%Q3 2020Q4 20216
Ilmarinen Mutual Pension Insurance Co 660.01%0.01%0.01%Q2 2021Q3 20226
Johnson Financial Group, Inc. 660.00%0.00%0.00%Q1 2021Q2 20226
GREAT LAKES ADVISORS, LLC 420.00%0.01%0.02%Q2 2018Q1 20206
CADENCE CAPITAL MANAGEMENT LLC 410.02%0.06%0.19%Q4 2013Q2 20186
Next Level Private LLC 420.06%0.08%0.11%Q4 2021Q3 20236
Lloyd Advisory Services, LLC. 660.00%0.00%0.00%Q2 2020Q3 20216
BOSTON PRIVATE BANK & TRUST CO 660.00%0.00%0.00%Q4 2013Q1 20156
Zebra Capital Management LLC 310.07%0.11%0.18%Q4 2013Q2 20206
Ballentine Partners, LLC 310.00%0.00%0.01%Q4 2013Q1 20236
WOODMONT INVESTMENT COUNSEL LLC 410.00%0.01%0.03%Q2 2015Q3 20236
Wealth Quarterback LLC 420.01%0.20%0.34%Q4 2019Q3 20216
Madison Street Partners, LLC 661.52%4.38%9.71%Q2 2014Q3 20156
EDGE ASSET MANAGEMENT, INC 660.08%0.11%0.18%Q4 2015Q1 20176
Rosenberg Matthew Hamilton 420.00%0.01%0.02%Q2 2020Q1 20236
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO 420.12%0.12%0.13%Q1 2014Q3 20176
MANAGED ACCOUNT ADVISORS LLC 660.00%0.00%0.00%Q4 2013Q1 20156
DIXON HUBARD FEINOUR & BROWN INC/VA 660.02%0.02%0.02%Q3 2018Q4 20196
WELCH & FORBES LLC 660.00%0.00%0.01%Q3 2018Q4 20196
Western Wealth Management, LLC 220.01%0.01%0.02%Q4 2018Q1 20226
OXFORD ASSET MANAGEMENT LLP 210.00%0.06%0.12%Q2 2017Q1 20206
Industrial Alliance Investment Management Inc. 660.03%0.04%0.04%Q4 2021Q1 20236
Capital Advisory Group Advisory Services, LLC 660.00%0.00%0.00%Q1 2018Q2 20196
Wealthfront Advisers LLC 410.00%0.01%0.01%Q4 2021Q3 20236
Alpha Paradigm Partners, LLC 330.01%0.33%0.63%Q4 2020Q2 20226
Pensionmark Financial Group, LLC 660.04%0.04%0.04%Q4 2018Q1 20206
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 410.00%0.01%0.01%Q4 2013Q2 20216
Truvestments Capital LLC 210.00%0.00%0.01%Q3 2018Q3 20236
IndexIQ Advisors LLC 510.00%0.00%0.00%Q4 2019Q1 20226
Quantamental Technologies LLC 420.01%0.26%0.74%Q4 2018Q1 20216
ICA Group Wealth Management, LLC 660.01%0.02%0.04%Q1 2022Q2 20236
Coston, McIsaac & Partners 660.01%0.01%0.02%Q2 2022Q3 20236
Sterling Capital Management LLC 660.00%0.00%0.00%Q4 2013Q1 20156
AMERICAN ASSET MANAGEMENT INC. 310.01%0.04%0.05%Q3 2014Q2 20196
Founders Capital Management 660.01%0.01%0.01%Q3 2022Q4 20236
S. MUOIO & CO. LLC 660.05%0.14%0.21%Q1 2018Q2 20196
Fairbanks Capital Management, Inc. 660.17%0.44%0.58%Q2 2019Q3 20206
Brinker Capital Investments, LLC 660.00%0.00%0.00%Q3 2018Q4 20196
ADVANTAGE INVESTMENT MANAGEMENT, LLC 660.00%0.00%0.01%Q2 2018Q3 20196
GABELLI & Co INVESTMENT ADVISERS, INC. 660.06%0.49%1.00%Q1 2014Q2 20156
BAIRD ROBERT W & CO INC /WI/ 660.00%0.00%0.00%Q4 2013Q1 20156
MCF Advisors LLC 660.00%0.00%0.00%Q2 2020Q3 20216
Acrospire Investment Management LLC 660.01%0.04%0.06%Q1 2016Q2 20176
Aevitas Wealth Management, Inc. 660.00%0.00%0.00%Q4 2017Q1 20196
IFC Holdings Incorporated/FL 420.00%0.01%0.01%Q4 2013Q3 20176
MONETA GROUP INVESTMENT ADVISORS LLC 310.00%0.00%0.01%Q3 2015Q3 20236
J. Goldman & Co LP 210.00%0.16%0.57%Q1 2017Q3 20236
Lombard Odier Asset Management (Switzerland) SA 420.00%0.01%0.02%Q2 2014Q1 20236
RMR Wealth Builders 510.02%0.02%0.02%Q3 2020Q1 20226
Dynamic Advisor Solutions LLC 420.04%0.05%0.06%Q4 2013Q2 20156
Kellner Capital, LLC 550.20%1.00%2.80%Q4 2014Q4 20155
Advisory Alpha, LLC 310.00%0.00%0.00%Q1 2019Q3 20205
MANA Advisors LLC 210.06%0.34%0.55%Q4 2017Q2 20205
Boston Partners 550.00%0.00%0.00%Q2 2017Q2 20185
QUALCOMM INC/DE 550.88%1.19%1.56%Q3 2015Q3 20165
PUBLIC SECTOR PENSION INVESTMENT BOARD 310.00%0.02%0.07%Q3 2017Q2 20235
Gibson Wealth Advisors LLC 550.03%0.10%0.12%Q4 2021Q4 20225
Anchor Investment Management, LLC 550.00%0.00%0.00%Q1 2016Q1 20175
IAG Wealth Partners, LLC 550.00%0.00%0.00%Q4 2019Q4 20205
Nationwide Fund Advisors 410.00%0.02%0.04%Q4 2014Q3 20175
CMG Global Holdings, LLC 550.07%0.09%0.12%Q3 2022Q3 20235
Granite Investment Advisors, LLC 550.01%0.02%0.02%Q4 2013Q4 20145
Alera Investment Advisors, LLC 210.01%0.03%0.04%Q4 2018Q3 20235
IMC-Chicago, LLC 210.00%0.00%0.00%Q2 2021Q3 20235
INTECH INVESTMENT MANAGEMENT LLC 550.01%0.02%0.03%Q2 2022Q2 20235
Quantitative Systematic Strategies LLC 410.01%0.26%0.40%Q1 2019Q2 20205
Delphi Private Advisors LLC 550.00%0.00%0.00%Q4 2015Q4 20165
MPS Loria Financial Planners, LLC 410.00%0.00%0.00%Q2 2017Q1 20215
Soros Fund Management 210.10%0.26%0.55%Q3 2014Q3 20205
Advisors Asset Management, Inc. 550.01%0.02%0.03%Q3 2022Q3 20235
Altshuler Shaham Ltd 320.00%0.00%0.00%Q4 2019Q4 20225
High Net Worth Advisory Group LLC 550.00%0.00%0.00%Q4 2021Q4 20225
One Wealth Advisors, LLC 410.00%0.00%0.00%Q4 2017Q1 20195
Cassady Schiller Wealth Management, LLC 410.00%0.00%0.01%Q4 2021Q3 20235
ZAZOVE ASSOCIATES LLC 550.02%0.04%0.07%Q4 2016Q4 20175
Pearl River Capital, LLC 210.01%0.27%0.73%Q1 2019Q3 20235
Asset Planning Services, Ltd. 550.00%0.00%0.00%Q2 2015Q2 20165
Cross Creek Advisors, LLC 550.00%0.01%0.01%Q4 2021Q4 20225
Psagot Value Holdings Ltd. 550.00%0.00%0.01%Q4 2019Q4 20205
Hayden Royal, LLC 550.04%0.09%0.13%Q4 2018Q4 20195
Platte River Capital LLC 550.06%0.25%0.44%Q4 2013Q4 20145
KCL Capital, L.P. 320.04%1.06%2.62%Q3 2019Q4 20205
HIGHLAND CAPITAL MANAGEMENT LP 550.07%0.22%0.31%Q3 2016Q3 20175
CITIZENS FINANCIAL GROUP INC/RI 310.00%0.01%0.01%Q4 2019Q2 20215
Spark Investment Management LLC 320.06%0.60%1.74%Q3 2015Q1 20205
Byrne Asset Management LLC 550.00%0.05%0.26%Q4 2021Q4 20225
U.S. Capital Wealth Advisors, LLC 410.00%0.00%0.00%Q3 2021Q4 20225
Murphy Pohlad Asset Management LLC 550.02%0.15%0.64%Q4 2013Q4 20145
Cutter & CO Brokerage, Inc. 550.02%0.03%0.04%Q4 2017Q4 20185
BOLTON LP 330.07%0.09%0.10%Q4 2013Q2 20145
Gupta Wealth Management LLC 550.01%0.01%0.02%Q1 2015Q1 20165
Slate Path Capital LP 552.80%5.18%8.08%Q4 2013Q4 20145
Grace Capital 550.28%1.12%1.52%Q1 2018Q1 20195
Archford Capital Strategies, LLC 550.00%0.00%0.00%Q1 2014Q1 20155
UBS OCONNOR LLC 410.00%0.16%0.30%Q1 2014Q2 20175
Foundations Investment Advisors, LLC 550.00%0.01%0.01%Q3 2022Q3 20235
Corvex Management LP 320.46%0.85%1.51%Q4 2020Q1 20235
Chiron Investment Management, LLC 551.80%2.74%4.40%Q4 2016Q4 20175
NORTHWEST WEALTH MANAGEMENT, LLC 550.01%0.01%0.01%Q1 2018Q1 20195
HIGHBRIDGE CAPITAL MANAGEMENT LLC 210.00%0.05%0.18%Q4 2013Q3 20235
Family Management Corp 550.28%0.35%0.40%Q4 2013Q4 20145
Cove Street Capital, LLC 550.00%0.13%0.18%Q1 2019Q1 20205
COASTLAND CAPITAL LLC 310.04%0.12%0.42%Q1 2014Q3 20165
NEW ENGLAND SECURITIES CORP /MA/ 550.03%0.03%0.03%Q4 2013Q4 20145
Roble, Belko & Company, Inc 550.00%0.00%0.00%Q1 2015Q1 20165
WEBSTER BANK, N. A. 550.00%0.00%0.00%Q4 2019Q4 20205
ADVISOR PARTNERS II, LLC 550.00%0.01%0.01%Q3 2022Q3 20235
GEORGE KAISER FAMILY FOUNDATION 550.21%0.25%0.30%Q4 2014Q4 20155
Quent Capital, LLC 410.00%0.00%0.01%Q1 2022Q3 20235
Accel Wealth Management 550.00%0.00%0.00%Q1 2022Q1 20235
STEVENS CAPITAL MANAGEMENT LP 110.02%0.09%0.34%Q1 2014Q4 20195
MV CAPITAL MANAGEMENT, INC. 320.00%0.01%0.02%Q4 2014Q2 20235
Marathon Trading Investment Management LLC 310.00%0.01%0.05%Q1 2014Q3 20235
Ergoteles LLC 210.01%0.07%0.15%Q1 2021Q2 20235
US FINANCIAL ADVISORS, LLC 550.00%0.00%0.01%Q4 2014Q4 20155
GAGNON SECURITIES LLC 550.03%0.10%0.18%Q1 2019Q1 20205
St. Johns Investment Management Company, LLC 550.00%0.00%0.00%Q1 2014Q1 20155
JOYN Advisors, Inc. 550.01%0.04%0.08%Q4 2017Q4 20185
CLEAR INVESTMENT RESEARCH, LLC 550.00%0.00%0.00%Q3 2018Q3 20195
TCW GROUP INC 550.01%0.03%0.04%Q3 2020Q3 20215
CARLSON CAPITAL L P 320.06%0.24%0.60%Q1 2014Q1 20205
Covington Capital Management 410.00%0.00%0.00%Q3 2017Q4 20205
REINHART PARTNERS, LLC. 550.00%0.00%0.00%Q4 2013Q4 20145
Community Bank, N.A. 550.00%0.00%0.01%Q2 2020Q2 20215
Stonebridge Financial Planning Group, LLC 550.00%0.00%0.00%Q4 2019Q4 20205
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 410.00%0.00%0.01%Q4 2013Q2 20195
Gideon Capital Advisors, Inc. 410.13%0.21%0.29%Q4 2017Q1 20195
CG Asset Management LLC 550.02%0.05%0.07%Q4 2015Q4 20165
Disciplined Investments, LLC 410.00%0.00%0.00%Q1 2022Q2 20235
BOSTON ADVISORS LLC 550.07%0.25%0.34%Q3 2017Q3 20185
WASHINGTON TRUST Co 410.00%0.00%0.00%Q2 2018Q4 20205
NuWave Investment Management, LLC 310.00%0.26%0.54%Q1 2020Q4 20215
TUCKER ASSET MANAGEMENT LLC 410.00%0.00%0.00%Q4 2020Q2 20235
STOCK YARDS BANK & TRUST CO 550.00%0.00%0.00%Q2 2022Q2 20235
Beech Hill Advisors, Inc. 550.08%0.20%0.34%Q4 2019Q4 20205
Hirtle Callaghan & Co LLC 550.01%0.01%0.01%Q4 2013Q4 20145
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 550.02%0.03%0.03%Q4 2013Q4 20145
Private Ocean, LLC 320.00%0.01%0.01%Q1 2018Q4 20205
FULTON BREAKEFIELD BROENNIMAN LLC 410.01%0.02%0.07%Q2 2019Q4 20215
IHT Wealth Management, LLC 320.00%0.00%0.02%Q4 2016Q1 20185
DOWLING & YAHNKE LLC 550.00%0.00%0.00%Q3 2021Q3 20225
Aurora Private Wealth, Inc. 320.05%0.06%0.07%Q4 2019Q1 20215
Belvedere Trading LLC 440.00%0.00%0.00%Q4 2022Q3 20235
ARCADIA INVESTMENT MANAGEMENT CORP/MI 410.00%0.01%0.02%Q2 2016Q4 20175
XTX Topco Ltd 210.03%0.11%0.21%Q1 2021Q3 20235
Mosaic Family Wealth, LLC 550.06%0.07%0.07%Q4 2015Q4 20165
QUEST CAPITAL MANAGEMENT INC /ADV 550.01%0.02%0.02%Q4 2020Q4 20215
Bruderman Asset Management, LLC 440.00%0.01%0.01%Q2 2018Q1 20195
SHINE INVESTMENT ADVISORY SERVICES INC 550.00%0.00%0.01%Q3 2019Q3 20205
Jump Trading, LLC 110.01%0.05%0.18%Q3 2015Q1 20195
Hedeker Wealth, LLC 110.00%0.00%0.01%Q4 2014Q3 20164
ST GERMAIN D J CO INC 310.00%0.00%0.01%Q3 2014Q4 20234
TFO Wealth Partners, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Kalos Management, Inc. 440.06%0.07%0.08%Q3 2017Q2 20184
ARROWGRASS CAPITAL PARTNERS (US) LP 440.02%0.66%1.43%Q1 2014Q4 20144
MYCIO WEALTH PARTNERS, LLC 440.00%0.00%0.00%Q4 2013Q3 20144
ARISTEIA CAPITAL, L.L.C. 440.05%0.22%0.35%Q3 2022Q2 20234
Shamrock Asset Management LLC 440.00%0.00%0.00%Q1 2018Q4 20184
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 440.03%0.04%0.04%Q4 2017Q3 20184
Beacon Financial Advisory LLC 440.06%0.07%0.09%Q3 2020Q2 20214
Catamount Wealth Management 440.00%0.00%0.00%Q4 2014Q3 20154
Gladius Capital Management LP 220.00%0.03%0.05%Q1 2022Q1 20234
FIRST HAWAIIAN BANK 220.00%0.01%0.01%Q3 2018Q3 20204
Gruss & Co., LLC 440.23%0.28%0.34%Q1 2019Q4 20194
OppenheimerFunds, Inc. 440.00%0.02%0.04%Q2 2018Q1 20194
MONEY CONCEPTS CAPITAL CORP 440.00%0.00%0.00%Q1 2022Q4 20224
Lowe Wealth Advisors, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
Ahrens Investment Partners LLC 310.00%0.00%0.00%Q4 2021Q1 20234
FNY Investment Advisers, LLC 110.00%0.01%0.02%Q4 2018Q3 20234
BI Asset Management Fondsmaeglerselskab A/S 440.00%0.00%0.00%Q4 2022Q3 20234
STF Management LP 440.12%0.15%0.22%Q4 2022Q3 20234
Cordasco Financial Network 440.00%0.00%0.00%Q1 2015Q4 20154
Gyon Technologies Capital Management, LP 210.06%0.49%1.56%Q1 2020Q3 20214
Swift Run Capital 210.04%0.13%0.36%Q4 2013Q4 20154
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 440.02%0.02%0.02%Q1 2015Q4 20154
BTG Pactual Global Asset Management Ltd 210.03%1.04%3.18%Q1 2014Q2 20154
Weaver Consulting Group 440.00%0.00%0.00%Q1 2019Q4 20194
qPULA Trading Management LP 310.16%0.21%0.26%Q4 2020Q4 20214
Numeric Investors LLC 310.00%0.00%0.01%Q2 2015Q3 20164
DUBUQUE BANK & TRUST CO 440.00%0.00%0.00%Q1 2018Q4 20184
TIG Advisors, LLC 210.05%1.12%2.71%Q1 2014Q3 20184
Cyndeo Wealth Partners, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
NEIRG Wealth Management, LLC 440.01%0.01%0.01%Q1 2022Q4 20224
B. Metzler seel. Sohn & Co. Holding AG 440.01%0.01%0.01%Q4 2020Q3 20214
SkyOak Wealth, LLC 440.02%0.03%0.03%Q4 2019Q3 20204
Hoover Financial Advisors, Inc. 310.00%0.00%0.00%Q2 2020Q2 20214
HAZLETT, BURT & WATSON, INC. 440.00%0.00%0.00%Q1 2022Q4 20224
Surevest, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
CORTLAND ASSOCIATES INC/MO 440.01%0.01%0.02%Q4 2013Q3 20144
CVA Family Office, LLC 310.00%0.00%0.00%Q4 2021Q4 20224
FIRST HORIZON CORP 440.00%0.00%0.00%Q3 2020Q2 20214
Overbrook Management Corp 220.24%0.69%1.36%Q1 2015Q3 20204
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 440.02%0.03%0.03%Q1 2020Q4 20204
SECOR Capital Advisors, LP 310.02%0.10%0.22%Q2 2016Q1 20194
FIRST NEW YORK SECURITIES LLC /NY 110.00%0.32%1.11%Q1 2014Q1 20164
Calamos Wealth Management LLC 440.33%0.34%0.36%Q4 2013Q3 20144
TradeLink Capital LLC 210.13%0.18%0.26%Q2 2015Q3 20164
First Trust Direct Indexing L.P. 440.01%0.01%0.02%Q4 2022Q3 20234
KS MANAGEMENT CORP 440.02%0.06%0.14%Q4 2014Q3 20154
1919 Investment Counsel, LLC 440.00%0.00%0.00%Q4 2013Q3 20144
Kelman-Lazarov, Inc. 440.00%0.01%0.01%Q1 2016Q4 20164
LMR Partners LLP 210.34%0.86%1.39%Q3 2014Q3 20194
Symmetry Investments LP 440.04%0.30%0.86%Q1 2021Q4 20214
Resurgent Financial Advisors LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Advisors Capital Management, LLC 440.00%0.19%0.31%Q3 2022Q2 20234
Squar Milner Financial Services LLC 210.01%0.01%0.01%Q2 2018Q1 20204
Wealth Advisory Solutions, LLC 310.02%0.23%0.86%Q4 2019Q4 20204
New England Capital Financial Advisors LLC 440.00%0.00%0.01%Q4 2022Q3 20234
WRIGHT INVESTORS SERVICE INC 440.03%0.05%0.06%Q4 2013Q3 20144
Calamos Advisors LLC 440.32%0.42%0.50%Q4 2013Q3 20144
Glacier Peak Capital LLC 310.38%0.96%1.55%Q4 2013Q1 20194
Integrated Wealth Management 440.01%0.01%0.01%Q4 2015Q3 20164
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Summit Financial Wealth Advisors, LLC 440.00%0.00%0.00%Q4 2014Q3 20154
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.01%Q4 2020Q1 20234
Evolution Wealth Advisors, LLC 440.00%0.00%0.00%Q4 2018Q3 20194
City State Bank 440.00%0.00%0.00%Q4 2021Q3 20224
J.P. Turner & Co Capital Mnagement, LLC 440.04%0.05%0.05%Q4 2014Q3 20154
MARKSTON INTERNATIONAL LLC 440.09%0.11%0.13%Q4 2013Q3 20144
FIRST NIAGARA BANK 440.02%0.02%0.03%Q2 2015Q1 20164
DPM Capital LLC 440.79%2.78%8.46%Q1 2020Q4 20204
First PREMIER Bank 440.01%0.01%0.01%Q3 2020Q2 20214
Quadrant Private Wealth Management, LLC 440.04%0.11%0.16%Q4 2022Q3 20234
DC Investments Management, LLC 440.09%0.13%0.16%Q1 2021Q4 20214
Meridian Wealth Partners, LLC 310.00%0.03%0.06%Q4 2019Q1 20214
Integrated Advisors Network LLC 310.00%0.01%0.01%Q1 2021Q4 20224
Seminole Management Co., Inc. 440.25%0.28%0.30%Q4 2013Q3 20144
PATRON PARTNERS, LLC 440.04%0.05%0.07%Q4 2022Q3 20234
Y-Intercept (Hong Kong) Ltd 220.05%0.19%0.43%Q2 2021Q2 20224
True Wealth Design, LLC 440.00%0.24%0.34%Q4 2022Q3 20234
Community Capital Management, LLC 310.01%0.15%0.21%Q1 2019Q4 20204
Wellington Shields Capital Management, LLC 310.01%0.02%0.02%Q1 2014Q4 20154
HB Wealth Management, LLC 310.00%0.00%0.00%Q2 2022Q3 20234
Sunbelt Securities, Inc. 220.00%0.01%0.02%Q3 2019Q2 20234
FORT PITT CAPITAL GROUP, LLC 210.01%0.01%0.01%Q4 2018Q2 20214
JAT CAPITAL MANAGEMENT, L.P. 310.77%1.40%2.88%Q4 2013Q1 20154
MACROVIEW INVESTMENT MANAGEMENT LLC 310.00%0.00%0.00%Q1 2019Q1 20224
Gould Capital, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
Ridgewood Investments LLC 440.10%0.12%0.12%Q1 2019Q4 20194
Avestar Capital, LLC 310.00%0.00%0.00%Q2 2018Q2 20194
Mill Creek Capital Advisors, LLC 440.02%0.02%0.04%Q4 2022Q3 20234
EverSource Wealth Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
ZWJ INVESTMENT COUNSEL INC 440.00%0.00%0.01%Q4 2022Q3 20234
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 310.01%0.01%0.01%Q4 2015Q1 20174
Calixto Global Investors, LP 448.51%10.09%11.67%Q4 2015Q3 20164
Better Money Decisions, LLC 310.00%0.00%0.00%Q1 2021Q2 20224
Holocene Advisors, LP 440.00%0.01%0.02%Q4 2018Q3 20194
Hartford Financial Management Inc. 220.00%0.00%0.00%Q4 2013Q2 20204
PATHSTONE FAMILY OFFICE, LLC 210.00%0.00%0.00%Q1 2017Q3 20234
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Field & Main Bank 440.01%0.01%0.01%Q4 2017Q3 20184
Worth Venture Partners, LLC 440.06%0.09%0.11%Q1 2022Q4 20224
Elequin Capital, LP 310.00%0.00%0.00%Q1 2022Q2 20234
Steward Financial Group LLC 210.00%0.00%0.00%Q2 2022Q3 20234
Householder Group Estate & Retirement Specialist, LLC 310.01%0.01%0.03%Q3 2022Q3 20234
Capital Investment Advisory Services, LLC 440.00%0.00%0.01%Q4 2018Q3 20194
RFP Financial Group LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Next Capital Management LLC 440.06%0.16%0.23%Q4 2018Q3 20194
Evercore Wealth Management, LLC 310.00%0.00%0.00%Q4 2014Q1 20174
OLD MISSION CAPITAL LLC 110.00%0.01%0.02%Q2 2018Q3 20224
Aptus Capital Advisors, LLC 440.08%0.24%0.40%Q4 2018Q3 20194
Allegiance Financial Group Advisory Services LLC 440.25%0.31%0.47%Q4 2022Q3 20234
DRIVE WEALTH MANAGEMENT, LLC 440.02%0.03%0.03%Q4 2022Q3 20234
ADIRONDACK RETIREMENT SPECIALISTS, INC. 440.00%0.00%0.00%Q3 2022Q2 20234
Grove Bank & Trust 330.00%0.01%0.02%Q2 2017Q4 20173
WISCONSIN CAPITAL MANAGEMENT LLC 330.16%0.17%0.18%Q4 2013Q2 20143
AQR Arbitrage LLC 110.00%0.01%0.02%Q2 2017Q4 20203
VERTEX ONE ASSET MANAGEMENT INC. 330.56%0.70%0.80%Q1 2014Q3 20143
Wagner Wealth Management, LLC 330.00%0.00%0.01%Q4 2017Q2 20183
MQS Management LLC 330.05%0.27%0.55%Q3 2022Q1 20233
RPg Family Wealth Advisory, LLC 330.01%0.01%0.01%Q3 2021Q1 20223
CROSSLINK CAPITAL INC 210.21%2.61%7.41%Q1 2019Q3 20203
Curated Wealth Partners LLC 330.08%0.10%0.12%Q4 2020Q2 20213
HHR Asset Management, LLC 330.45%2.00%4.06%Q4 2013Q2 20143
Jericho Capital Asset Management L.P. 111.55%2.77%3.81%Q2 2014Q1 20193
COMERICA SECURITIES,INC. 330.01%0.01%0.01%Q4 2022Q2 20233
Summit Trail Advisors, LLC 210.00%0.00%0.00%Q4 2017Q3 20233
Three Peaks Capital Management, LLC 210.60%0.68%0.72%Q2 2018Q3 20203
Tevis Investment Management 330.00%0.00%0.01%Q4 2021Q2 20223
AGF INVESTMENTS INC. 210.01%0.01%0.01%Q3 2020Q4 20213
Meru Capital Group, LP 210.75%1.59%2.84%Q4 2013Q3 20143
Midwest Professional Planners, LTD. 330.00%0.00%0.01%Q4 2017Q2 20183
Park Place Capital Corp 330.00%0.00%0.00%Q4 2022Q2 20233
OSTRUM ASSET MANAGEMENT 330.00%0.00%0.00%Q1 2023Q3 20233
Empower Advisory Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Trivant Custom Portfolio Group, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
JUPITER ASSET MANAGEMENT LTD 210.00%0.02%0.04%Q3 2020Q3 20213
Danda Trouve Investment Management, Inc. 330.01%0.01%0.01%Q4 2019Q2 20203
Centiva Capital, LP 210.00%0.00%0.00%Q1 2020Q4 20223
CHILDRESS CAPITAL ADVISORS, LLC 210.01%0.02%0.02%Q4 2020Q3 20223
OAKBROOK INVESTMENTS LLC 110.00%0.01%0.01%Q1 2014Q4 20163
EVERGREEN CAPITAL MANAGEMENT LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Trilogy Capital Inc. 330.00%0.00%0.00%Q1 2018Q3 20183
Cape Investment Advisory, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Greenland Capital Management LP 110.05%0.38%0.86%Q4 2022Q3 20233
HARVEST MANAGEMENT LLC 330.10%0.10%0.11%Q1 2014Q3 20143
HM PAYSON & CO 210.00%0.00%0.00%Q4 2019Q3 20233
Ballew Advisors, Inc 330.01%0.02%0.04%Q1 2018Q3 20183
Harvey Partners, LLC 330.54%1.41%1.91%Q1 2014Q3 20143
York Capital Management Global Advisors, LLC 330.51%0.66%0.87%Q4 2013Q2 20143
Strategic Investment Solutions, Inc. /IL 330.00%0.00%0.00%Q1 2023Q3 20233
CoreCap Advisors, LLC 110.00%0.04%0.11%Q4 2021Q4 20223
MATHER GROUP, LLC. 330.01%0.01%0.01%Q3 2022Q1 20233
Versor Investments LP 110.02%0.27%0.41%Q2 2017Q2 20183
McAdam, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Divergent Wealth Advisors 330.00%0.00%0.01%Q1 2018Q3 20183
CQS Cayman LP 330.04%0.05%0.05%Q2 2017Q4 20173
tru Independence LLC 330.02%0.02%0.02%Q4 2019Q2 20203
First Eagle Investment Management, LLC 330.00%0.01%0.01%Q1 2014Q3 20143
Eaton Financial Holdings Company, LLC 330.04%0.05%0.07%Q4 2022Q2 20233
HOWARD WEALTH MANAGEMENT, LLC 330.11%0.12%0.14%Q4 2019Q2 20203
WATER ISLAND CAPITAL LLC 330.11%1.06%2.41%Q1 2014Q3 20143
Red Door Wealth Management, LLC 210.01%0.02%0.02%Q1 2020Q2 20213
MACKAY SHIELDS LLC 210.00%0.01%0.04%Q3 2018Q3 20193
SUMITOMO MITSUI FINANCIAL GROUP, INC. 210.00%0.01%0.04%Q2 2017Q1 20193
Capital Advisors, Ltd. LLC 330.00%0.00%0.00%Q2 2022Q4 20223
Global Financial Private Capital, Inc 330.00%0.00%0.00%Q2 2019Q4 20193
RESOURCES MANAGEMENT CORP /CT/ /ADV 210.00%0.00%0.00%Q3 2018Q3 20193
Index Management Solutions, LLC 330.02%0.03%0.03%Q1 2015Q3 20153
Realm Partners LLC 331.04%4.37%8.85%Q4 2013Q2 20143
MASON STREET ADVISORS, LLC 330.01%0.01%0.01%Q2 2014Q4 20143
CFM WEALTH PARTNERS LLC 330.00%0.00%0.00%Q4 2019Q2 20203
TFS CAPITAL LLC 330.01%0.01%0.02%Q4 2013Q2 20143
Concourse Capital Management, LLC 330.57%0.61%0.64%Q1 2019Q3 20193
BUCKINGHAM STRATEGIC PARTNERS, LLC 210.03%0.06%0.11%Q4 2021Q3 20223
K2 PRINCIPAL FUND, L.P. 210.02%0.26%0.69%Q3 2018Q1 20213
Riverview Trust Co 330.01%0.02%0.02%Q2 2022Q4 20223
Tradeworx Inc. 210.02%0.03%0.05%Q4 2013Q3 20143
DEERE & CO 210.07%0.08%0.09%Q4 2014Q3 20163
KOCH INDUSTRIES INC 330.01%0.03%0.04%Q3 2017Q1 20183
Prentice Capital Management, LP 330.58%0.81%1.03%Q1 2014Q3 20143
Steel Canyon Capital, LLC 210.54%0.73%0.92%Q2 2019Q3 20233
Institute for Wealth Management, LLC. 330.01%0.02%0.03%Q4 2018Q2 20193
Wilmington Trust Investment Management, LLC 330.04%0.04%0.04%Q4 2013Q2 20143
LANDAAS & CO /WI /ADV 210.00%0.01%0.01%Q3 2017Q2 20183
SPOT TRADING L.L.C. 220.00%0.00%0.00%Q2 2017Q3 20173
Grantham, Mayo, Van Otterloo & Co. LLC 330.01%0.03%0.05%Q4 2013Q2 20143
Gladstone Institutional Advisory LLC 210.00%0.00%0.01%Q3 2021Q3 20233
LYELL WEALTH MANAGEMENT, LP 330.01%0.01%0.02%Q3 2020Q1 20213
JET CAPITAL INVESTORS L P 221.07%3.32%4.78%Q2 2023Q3 20233
Champlain Investment Partners, LLC 330.00%0.00%0.00%Q2 2014Q4 20143
Icon Wealth Partners, LLC 110.00%0.01%0.01%Q4 2017Q1 20193
NorthCrest Asset Manangement, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Whitnell & Co. 330.00%0.00%0.00%Q4 2013Q2 20143
Pentwater Capital Management LP 110.01%0.05%0.12%Q1 2014Q3 20233
Tortoise Investment Management, LLC 330.00%0.00%0.00%Q1 2017Q3 20173
Signature Wealth Management Group 330.00%0.00%0.00%Q1 2018Q3 20183
SCP Investment, LP 331.81%1.99%2.19%Q1 2019Q3 20193
WEDGE CAPITAL MANAGEMENT L L P/NC 210.00%0.00%0.00%Q2 2019Q1 20213
COLDSTREAM CAPITAL MANAGEMENT INC 210.00%0.00%0.00%Q2 2022Q1 20233
Ursa Fund Management, LLC 110.00%0.01%0.01%Q3 2023Q3 20233
Coe Capital Management, LLC 330.15%0.16%0.16%Q4 2020Q2 20213
Cassaday & Co Wealth Management LLC 210.00%0.00%0.01%Q4 2022Q3 20233
Bridgefront Capital, LLC 110.12%0.22%0.38%Q1 2021Q3 20223
Gitterman Wealth Management, LLC 330.08%0.08%0.08%Q1 2023Q3 20233
Phoenix Wealth Advisors 330.00%0.00%0.00%Q4 2020Q2 20213
1832 Asset Management L.P. 110.00%0.01%0.02%Q4 2013Q3 20233
Orbitronix, LP 220.24%0.42%0.62%Q1 2015Q2 20153
Pacifica Partners Inc. 330.01%0.01%0.01%Q3 2022Q1 20233
COOPERMAN LEON G 333.65%3.76%3.88%Q4 2013Q2 20143
ALPINE ASSOCIATES ADVISORS 330.31%1.16%1.96%Q4 2013Q2 20143
Bellwether Investment Group, LLC 210.00%0.00%0.00%Q2 2016Q1 20173
Princeton Global Asset Management LLC 210.00%0.00%0.00%Q4 2019Q4 20223
OTA Financial Group L.P. 110.32%0.62%1.22%Q4 2014Q1 20163
LA FINANCIERE DE L'ECHIQUIER 330.05%0.06%0.06%Q1 2023Q3 20233
Kessler Investment Group, LLC 330.00%0.00%0.00%Q1 2014Q3 20143
LOOMIS SAYLES & CO L P 210.00%0.00%0.01%Q4 2018Q1 20233
FARR MILLER & WASHINGTON LLC/DC 330.01%0.01%0.01%Q2 2020Q4 20203
Glass Jacobson Investment Advisors llc 210.00%0.00%0.00%Q4 2022Q3 20233
Trek Financial, LLC 330.03%0.04%0.05%Q2 2022Q4 20223
Steigerwald, Gordon & Koch Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
DARK FOREST CAPITAL MANAGEMENT LP 110.00%0.03%0.09%Q4 2021Q3 20233
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 330.00%0.01%0.02%Q1 2023Q3 20233
Corbenic Partners LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Weiss Multi-Strategy Advisers LLC 110.01%0.02%0.03%Q1 2014Q3 20233
KESTRA PRIVATE WEALTH SERVICES, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
CapWealth Advisors, LLC 330.00%0.00%0.00%Q4 2013Q2 20143
PALISADE CAPITAL MANAGEMENT, LP 210.00%0.00%0.00%Q3 2018Q2 20193
Geier Asset Management, Inc. 330.05%0.05%0.05%Q4 2020Q2 20213
Crabel Capital Management, LLC 210.02%0.14%0.26%Q3 2019Q2 20233
Polianta Ltd 110.52%0.60%0.70%Q1 2020Q3 20233
Westshore Wealth, LLC 330.05%0.06%0.07%Q4 2022Q2 20233
Wilmington Funds Management Corp 330.02%0.03%0.04%Q4 2013Q2 20143
Kovitz Investment Group, LLC 330.09%0.09%0.09%Q2 2014Q4 20143
Camelot Portfolios, LLC 330.01%0.01%0.02%Q2 2022Q4 20223
Baron Financial Group, LLC 330.00%0.00%0.00%Q3 2020Q1 20213
Natixis Investment Managers International 210.04%0.05%0.06%Q1 2016Q3 20183
VSR Financial Services, Inc. 210.00%0.01%0.01%Q4 2014Q1 20163
Risk Paradigm Group, LLC 330.00%0.00%0.00%Q1 2015Q3 20153
Manikay Partners, LLC 331.58%2.18%3.04%Q1 2014Q3 20143
Campbell & CO Investment Adviser LLC 210.04%0.11%0.22%Q3 2020Q2 20213
China Universal Asset Management Co., Ltd. 330.00%0.01%0.02%Q1 2023Q3 20233
Personal Wealth Partners 330.00%0.00%0.01%Q2 2019Q4 20193
THRIVENT FINANCIAL FOR LUTHERANS 110.00%0.01%0.03%Q3 2014Q3 20173
Blooom, Inc. 330.08%0.14%0.18%Q1 2022Q3 20223
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 330.00%0.00%0.01%Q4 2019Q2 20203
CTC Alternative Strategies, Ltd. 330.05%0.07%0.08%Q4 2013Q2 20143
USA FINANCIAL FORMULAS 330.71%0.78%0.89%Q1 2017Q3 20173
BLUESTEIN R H & CO LLC 330.01%0.01%0.01%Q4 2013Q2 20143
Linden Thomas Advisory Services, LLC 330.09%0.11%0.15%Q4 2022Q2 20233
JNBA Financial Advisors 110.00%0.01%0.01%Q3 2016Q2 20193
BRADLEY FOSTER & SARGENT INC/CT 210.00%0.01%0.04%Q4 2015Q1 20173
Coppell Advisory Solutions LLC 210.00%0.00%0.00%Q4 2022Q3 20233
DRW Securities, LLC 210.00%0.02%0.05%Q1 2014Q1 20203
Gryphon Financial Partners LLC 330.00%0.00%0.00%Q4 2017Q2 20183
LORD, ABBETT & CO. LLC 330.05%0.06%0.07%Q1 2017Q3 20173
Baystate Wealth Management LLC 210.00%0.00%0.01%Q1 2016Q4 20223
WHITEBOX ADVISORS LLC 330.01%0.02%0.02%Q2 2021Q4 20213
Roundview Capital LLC 330.10%0.11%0.11%Q2 2017Q4 20173
AHL Partners LLP 210.00%0.08%0.22%Q1 2017Q4 20173
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 210.02%0.10%0.27%Q2 2021Q3 20233
Stanley-Laman Group, Ltd. 210.01%0.01%0.02%Q4 2016Q2 20183
Hamilton Wealth, LLC 330.14%0.15%0.16%Q1 2023Q3 20233
Genesis Wealth Advisors, LLC 330.00%0.00%0.00%Q4 2014Q2 20153
Davidson Capital Management Inc. 330.00%0.01%0.01%Q1 2020Q3 20203
ALBION FINANCIAL GROUP /UT 110.00%0.02%0.04%Q4 2013Q3 20232
Fortis Group Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20232
WealthBridge Capital Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
TWINBEECH CAPITAL LP 110.12%0.15%0.19%Q1 2020Q1 20232
GREENLEAF TRUST 110.00%0.00%0.00%Q3 2021Q2 20222
Vigilant Capital Management, LLC 220.00%0.00%0.00%Q4 2017Q1 20182
Emerald Acquisition Ltd. 220.00%0.00%0.01%Q2 2016Q3 20162
Unigestion Holding SA 220.01%0.01%0.02%Q2 2020Q3 20202
FRONTIER INVESTMENT MGMT CO 220.06%0.06%0.06%Q1 2020Q2 20202
SVA Wealth Management, LLC 220.02%0.02%0.02%Q1 2014Q2 20142
Headlands Technologies LLC 110.00%0.02%0.04%Q1 2023Q3 20232
Cornerstone Planning Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
EPG Wealth Management LLC 220.00%0.01%0.01%Q4 2019Q1 20202
GRAND JEAN CAPITAL MANAGEMENT INC 220.00%0.00%0.00%Q1 2019Q2 20192
LOEWS CORP 220.00%0.01%0.01%Q1 2014Q2 20142
MAPLE SECURITIES USA INC 110.00%0.00%0.00%Q4 2013Q1 20152
WASHINGTON TRUST BANK 220.00%0.00%0.00%Q3 2016Q4 20162
Tandem Wealth Advisors LLC 110.01%0.01%0.01%Q4 2022Q3 20232
JANA PARTNERS LLC 222.21%2.46%2.72%Q4 2013Q1 20142
CETERA INVESTMENT MANAGEMENT LLC 220.02%0.02%0.02%Q4 2015Q1 20162
Quad Capital Management Advisors LLC 220.08%0.08%0.08%Q3 2018Q4 20182
MCKINLEY CAPITAL MANAGEMENT LLC 220.00%0.11%0.22%Q3 2013Q4 20132
Crestwood Advisors Group, LLC 110.00%0.00%0.00%Q1 2017Q3 20232
McKinley Carter Wealth Services, Inc. 110.00%0.01%0.02%Q1 2018Q3 20232
Alaska Permanent Fund Corp 220.00%0.01%0.01%Q2 2023Q3 20232
Delphia (USA) Inc. 110.05%0.08%0.11%Q2 2022Q1 20232
Graypoint LLC 220.00%0.00%0.01%Q2 2023Q3 20232
LUCUS ADVISORS LLC 220.50%0.50%0.50%Q3 2017Q4 20172
V-Square Quantitative Management LLC 220.01%0.01%0.02%Q2 2023Q3 20232
AIA Group Ltd 220.00%0.00%0.00%Q4 2021Q1 20222
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. 220.22%0.27%0.32%Q1 2020Q2 20202
Sound View Wealth Advisors, LLC 220.02%0.02%0.02%Q4 2018Q1 20192
SWS Partners 220.01%0.02%0.02%Q4 2017Q1 20182
BRIDGES INVESTMENT MANAGEMENT INC 220.02%0.02%0.02%Q2 2019Q3 20192
F&C Asset Management plc 220.00%0.00%0.00%Q4 2013Q1 20142
AT Bancorp 220.12%0.15%0.19%Q3 2016Q4 20162
Salzman Financial Management 225.62%6.45%7.28%Q2 2017Q3 20172
INCEPTIONR LLC 220.14%0.21%0.28%Q2 2023Q3 20232
Bridgeworth, LLC 110.00%0.01%0.03%Q2 2017Q2 20182
CASTLE WEALTH MANAGEMENT LLC 220.01%0.01%0.01%Q2 2022Q3 20222
Vigilare Wealth Management 220.07%0.07%0.08%Q4 2019Q1 20202
NatWest Group plc 110.00%0.00%0.00%Q1 2015Q3 20152
Banco BTG Pactual S.A. 110.03%0.07%0.10%Q3 2017Q1 20222
Taconic Capital Advisors LP 110.45%0.56%0.66%Q2 2014Q4 20182
Q3 Asset Management 110.01%0.09%0.16%Q4 2017Q3 20222
Keel Point, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
LEUTHOLD GROUP, LLC 220.01%0.01%0.01%Q1 2019Q2 20192
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
Wilmington Trust, National Association 220.00%0.00%0.00%Q1 2014Q2 20142
WILLIAMS JONES & ASSOCIATES LLC 110.00%0.05%0.09%Q4 2013Q1 20192
IMA Wealth, Inc. 220.00%0.00%0.00%Q1 2020Q2 20202
Sonora Investment Management, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
&PARTNERS 220.09%0.09%0.09%Q1 2019Q2 20192
MARIPAU WEALTH MANAGEMENT LLC 220.05%0.05%0.05%Q2 2023Q3 20232
WILMINGTON TRUST CO 220.00%0.00%0.00%Q4 2013Q1 20142
VAN ECK ASSOCIATES CORP 220.00%0.00%0.00%Q4 2022Q1 20232
Moran Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Raab & Moskowitz Asset Management LLC 110.00%0.00%0.00%Q4 2014Q3 20182
DRIEHAUS CAPITAL MANAGEMENT LLC 220.01%0.01%0.01%Q1 2020Q2 20202
VONTOBEL ASSET MANAGEMENT INC 220.39%0.41%0.43%Q3 2019Q4 20192
ORRSTOWN FINANCIAL SERVICES INC 220.00%0.00%0.00%Q4 2013Q1 20142
Pensionfund DSM Netherlands 220.06%0.06%0.06%Q3 2021Q4 20212
Financial Advantage, Inc. 220.00%0.00%0.00%Q3 2014Q4 20142
CITY HOLDING CO 220.00%0.00%0.00%Q1 2023Q2 20232
Polar Asset Management Partners Inc. 110.00%0.02%0.04%Q1 2014Q1 20172
Cherry Tree Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
STANCORP INVESTMENT ADVISERS INC 220.00%0.00%0.00%Q4 2014Q1 20152
WEALTHFRONT Corp 110.00%0.00%0.00%Q4 2014Q2 20152
Standard Family Office LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Polaris Wealth Advisory Group, LLC 110.00%0.00%0.00%Q1 2018Q3 20182
Corton Capital Inc. 110.04%0.08%0.13%Q2 2022Q1 20232
Fortitude Advisory Group L.L.C. 220.00%0.01%0.01%Q4 2021Q1 20222
AdvisorShares Investments LLC 220.11%0.11%0.12%Q3 2022Q4 20222
TRUST CO OF VERMONT 220.00%0.00%0.00%Q1 2020Q2 20202
Financial Gravity Companies, Inc. 220.00%0.00%0.00%Q4 2017Q1 20182
Savant Capital, LLC 220.04%0.04%0.04%Q1 2014Q2 20142
Perella Weinberg Partners Capital Management LP 220.13%0.25%0.38%Q1 2014Q2 20142
Partnervest Advisory Services LLC 220.00%0.00%0.00%Q4 2013Q1 20142
Strategic Blueprint, LLC 110.00%0.02%0.04%Q3 2019Q2 20212
Nair Vinay 220.09%0.16%0.23%Q4 2014Q1 20152
SAC Capital Advisors LP 220.00%0.30%0.60%Q4 2013Q1 20142
iA Global Asset Management Inc. 220.02%0.03%0.03%Q2 2023Q3 20232
SIT INVESTMENT ASSOCIATES INC 220.05%0.06%0.06%Q4 2013Q1 20142
WELD CAPITAL MANAGEMENT LLC 110.03%0.03%0.03%Q1 2020Q4 20202
Carroll Investors, Inc 220.00%0.00%0.00%Q4 2021Q1 20222
GTS SECURITIES LLC 110.00%0.00%0.00%Q3 2023Q3 20232
VERUS CAPITAL PARTNERS, LLC 220.01%0.01%0.02%Q4 2019Q1 20202
Beacon Pointe Wealth Advisors, LLC 220.02%0.02%0.02%Q3 2019Q4 20192
SUMIT CAPITAL, LLC 110.33%1.09%1.85%Q4 2013Q2 20152
INGALLS & SNYDER LLC 220.01%0.01%0.02%Q1 2019Q2 20192
BEL AIR INVESTMENT ADVISORS LLC 220.01%0.01%0.02%Q1 2021Q2 20212
Magnus Financial Group LLC 110.01%0.01%0.01%Q1 2020Q3 20202
ZACKS INVESTMENT MANAGEMENT 220.01%0.01%0.01%Q3 2014Q4 20142
CHARTER RESEARCH & INVESTMENT GROUP, INC. 220.15%0.16%0.17%Q4 2018Q1 20192
Tuttle Capital Management, LLC 110.27%0.28%0.28%Q4 2020Q2 20212
Grandmaster Capital Management LLC 224.04%4.27%4.50%Q4 2013Q1 20142
Future Financial Wealth Managment LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Activest Wealth Management 220.00%0.00%0.00%Q3 2022Q4 20222
Price Wealth, LLC 220.00%0.00%0.00%Q3 2018Q4 20182
CANTOR FITZGERALD, L. P. 110.01%0.03%0.05%Q3 2023Q3 20232
Kingsview Wealth Management, LLC 110.04%0.05%0.06%Q2 2022Q3 20232
Optiver Holding B.V. 110.00%0.00%0.00%Q1 2022Q2 20232
CHIRON CAPITAL MANAGEMENT, LLC 220.13%0.14%0.15%Q3 2020Q4 20202
MCIA Inc 220.01%0.01%0.01%Q2 2017Q3 20172
YOUSIF CAPITAL MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Peoples Bank/KS 220.00%0.00%0.00%Q3 2023Q4 20232
Shaolin Capital Management LLC 110.01%0.03%0.04%Q3 2020Q2 20232
Covenant Multifamily Offices, LLC 110.00%0.00%0.00%Q4 2017Q1 20192
MARINER INVESTMENT GROUP LLC 110.01%0.01%0.02%Q4 2013Q3 20142
Pflug Koory, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Crewe Advisors LLC 220.00%0.00%0.00%Q2 2022Q3 20222
RAY GERALD L & ASSOCIATES LTD 220.01%0.01%0.01%Q2 2017Q3 20172
UniSuper Management Pty Ltd 220.00%0.00%0.00%Q2 2023Q3 20232
B. Riley Wealth Management, Inc. 110.00%0.01%0.01%Q1 2014Q4 20192
Paradigm Financial Advisors, LLC 220.01%0.01%0.01%Q4 2013Q1 20142
MARSHALL WACE ASIA Ltd 110.02%0.04%0.06%Q1 2017Q2 20192
Watermark Asset Management, Inc. 220.00%0.00%0.00%Q3 2018Q4 20182
RIVERHEAD CAPITAL MANAGEMENT LLC 220.00%0.03%0.05%Q1 2016Q2 20162
Bank Julius Baer & Co. Ltd, Zurich 220.00%0.00%0.00%Q1 2022Q2 20222
Colonial Trust Co / SC 220.00%0.00%0.00%Q4 2022Q1 20232
DIALECTIC CAPITAL MANAGEMENT, LP 220.23%0.24%0.25%Q2 2014Q3 20142
Herold Advisors, Inc. 110.00%0.00%0.00%Q3 2021Q1 20222
Valmark Advisers, Inc. 220.00%0.00%0.00%Q3 2017Q4 20172
Haafor (Singapore) Pte. Ltd. 220.35%0.41%0.47%Q1 2020Q2 20202
GraniteShares Advisors LLC 220.04%0.05%0.06%Q4 2022Q1 20232
Ground Swell Capital, LLC 110.08%0.14%0.20%Q2 2022Q1 20232
Athanor Capital, LP 220.02%0.03%0.03%Q4 2020Q1 20212
AXQ CAPITAL, LP 220.02%0.10%0.17%Q4 2022Q1 20232
AEGON USA Investment Management, LLC 220.02%0.02%0.02%Q4 2019Q1 20202
FIRST FOUNDATION ADVISORS 110.03%0.04%0.04%Q1 2015Q4 20172
Elite Wealth Management, Inc. 220.01%0.01%0.01%Q2 2014Q3 20142
Cranbrook Wealth Management, LLC 220.00%0.00%0.00%Q2 2017Q3 20172
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
ALPINE ASSOCIATES MANAGEMENT INC. 220.08%0.10%0.11%Q3 2018Q4 20182
READYSTATE ASSET MANAGEMENT LP 220.26%0.32%0.37%Q2 2023Q3 20232
PointState Capital LP 220.02%0.02%0.02%Q3 2019Q4 20192
Capula Management Ltd 220.00%0.01%0.01%Q2 2021Q3 20212
Farmers National Bank 220.01%0.01%0.02%Q1 2019Q2 20192
BB&T INVESTMENT SERVICES, INC. 220.00%0.00%0.01%Q1 2017Q2 20172
Sterling Financial Planning, Inc. 220.00%0.00%0.00%Q4 2020Q1 20212
Olympiad Research LP 110.06%0.06%0.07%Q3 2022Q3 20232
FIR TREE CAPITAL MANAGEMENT LP 111.81%1.81%1.81%Q2 2018Q2 20182
Econ Financial Services Corp 220.30%0.31%0.32%Q1 2022Q2 20222
Aravt Global 223.24%4.03%4.82%Q4 2014Q1 20152
Lenox Wealth Advisors, LLC 110.00%0.00%0.01%Q4 2017Q4 20212
Stux Capital Management, LLC 220.03%0.08%0.13%Q1 2014Q2 20142
CX Institutional 220.00%0.00%0.00%Q2 2020Q3 20202
Hutchin Hill Capital, LP 220.01%0.04%0.06%Q4 2016Q1 20172
Douglas C. Lane & Associates, Inc. 220.00%0.00%0.00%Q4 2013Q1 20142
Trust Co 110.00%0.00%0.01%Q3 2019Q3 20212
RWA WEALTH PARTNERS, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
Morningstar Investment Management LLC 220.02%0.02%0.02%Q2 2023Q3 20232
APPLETON PARTNERS INC/MA 220.06%0.07%0.09%Q4 2019Q1 20202
Long Oar Global Investors, LLC 223.46%4.04%4.62%Q2 2015Q3 20152
Pinkerton Retirement Specialists, LLC 110.06%0.06%0.07%Q2 2016Q3 20232
Poehling Capital Management, INC. 110.00%0.00%0.00%Q4 2017Q2 20182
Kiwi Wealth Investments Limited Partnership 220.06%0.12%0.18%Q2 2020Q3 20202
Valley Brook Capital Group, Inc. 220.03%0.04%0.04%Q4 2020Q1 20212
Avior Wealth Management, LLC 110.00%0.00%0.00%Q2 2015Q3 20192
CHEMUNG CANAL TRUST CO 220.18%0.18%0.19%Q1 2021Q2 20212
Quinn Opportunity Partners LLC 220.04%0.22%0.40%Q1 2019Q2 20192
Foxhaven Asset Management, LP 111.56%4.02%6.48%Q4 2013Q2 20152
Charter Bridge Capital Management, L.P. 224.05%4.44%4.82%Q1 2014Q2 20142
SELZ CAPITAL LLC 221.53%1.60%1.66%Q4 2013Q1 20142
ALPHA WINDWARD LLC 220.00%0.01%0.01%Q2 2018Q3 20182
DODGE & COX 220.00%0.00%0.00%Q3 2014Q4 20142
Haverford Financial Services, Inc. 220.10%0.13%0.16%Q4 2017Q1 20182
Cornerstone Wealth Management, LLC 220.00%0.04%0.07%Q2 2018Q3 20182
Pinnacle Holdings, LLC 110.00%0.01%0.02%Q3 2022Q1 20232
CGC Financial Services, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
MARINER INDEPENDENT ADVISOR NETWORK, LLC 220.02%0.03%0.03%Q2 2014Q3 20142
Cornerstone Financial Partners, LLC 110.02%0.03%0.04%Q4 2015Q4 20172
MARINO, STRAM & ASSOCIATES LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Troluce Capital Advisors LLC 220.08%1.57%3.06%Q2 2023Q3 20232
ELLINGTON MANAGEMENT GROUP LLC 110.67%0.72%0.76%Q4 2019Q2 20202
WFA of San Diego, LLC 110.00%0.00%0.00%Q2 2022Q4 20222
ICON ADVISERS INC/CO 220.04%0.04%0.04%Q1 2014Q2 20142
Alpha Cubed Investments, LLC 110.02%0.05%0.08%Q4 2016Q3 20182
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
INTREPID CAPITAL MANAGEMENT INC 220.00%0.00%0.00%Q2 2023Q3 20232
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.01%0.01%0.01%Q2 2016Q3 20182
Providence Capital Advisors, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Kepos Capital LP 110.34%0.63%0.92%Q2 2018Q4 20222
Modera Wealth Management, LLC 110.01%0.01%0.02%Q4 2013Q4 20212
MAPLELANE CAPITAL, LLC 110.00%0.07%0.14%Q4 2013Q3 20202
MIRABELLA FINANCIAL SERVICES LLP 110.04%0.04%0.05%Q1 2021Q3 20212
Destination Wealth Management 110.00%0.00%0.00%Q2 2015Q1 20182
ELEMENT CAPITAL MANAGEMENT LLC 110.02%0.04%0.06%Q3 2018Q2 20202
Hatteras Alternative Mutual Funds, LLC 220.18%0.20%0.23%Q4 2013Q1 20142
Signet Investment Advisory Group, Inc. 110.02%0.02%0.02%Q4 2018Q4 20202
Archipel Asset Management AB 111.78%1.84%1.89%Q1 2014Q3 20142
FIRST BUSINESS FINANCIAL SERVICES, INC. 110.01%0.01%0.01%Q2 2022Q2 20221
Pine River Capital Management L.P. 110.84%0.84%0.84%Q1 2014Q1 20141
Highlander Capital Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
B, B, H, & B INC. 110.01%0.01%0.01%Q4 2020Q4 20201
Manteio Capital LLC 110.25%0.25%0.25%Q4 2021Q4 20211
West Branch Capital LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Investors Research Corp 110.14%0.14%0.14%Q4 2017Q4 20171
Serengeti Asset Management LP 110.08%0.08%0.08%Q4 2013Q4 20131
TOTH FINANCIAL ADVISORY CORP 110.01%0.01%0.01%Q4 2017Q4 20171
Leisure Capital Management 110.05%0.05%0.05%Q4 2020Q4 20201
Nicholas Investment Partners, LP 110.28%0.28%0.28%Q1 2019Q1 20191
VIKING GLOBAL INVESTORS LP 110.25%0.25%0.25%Q4 2013Q4 20131
OPSEU Pension Plan Trust Fund 110.06%0.06%0.06%Q1 2020Q1 20201
CLOUGH CAPITAL PARTNERS L P 110.80%0.80%0.80%Q4 2013Q4 20131
Scarborough Advisors, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
FIRST UNITED BANK & TRUST 110.04%0.04%0.04%Q4 2018Q4 20181
CORRADO ADVISORS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
AlphaCrest Capital Management LLC 110.05%0.05%0.05%Q4 2019Q4 20191
Glenview Capital Management 110.27%0.27%0.27%Q3 2015Q3 20151
Brandywine Global Investment Management, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Windsor Capital Management, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Consolidated Planning Corp 110.01%0.01%0.01%Q3 2021Q3 20211
Kathmere Capital Management, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Utah Peaks Capital Inc 110.12%0.12%0.12%Q4 2022Q4 20221
Passport Capital, LLC 110.07%0.07%0.07%Q2 2014Q2 20141
Lebenthal Asset Management, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Lebenthal Global Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Slow Capital, Inc. 110.00%0.00%0.00%Q3 2020Q3 20201
Perpetual Ltd 110.01%0.01%0.01%Q3 2023Q3 20231
TOURADJI CAPITAL MANAGEMENT, LP 110.59%0.59%0.59%Q1 2014Q1 20141
Geduld E E 110.02%0.02%0.02%Q4 2015Q4 20151
SCOPUS ASSET MANAGEMENT, L.P. 110.31%0.31%0.31%Q4 2020Q4 20201
Legacy Financial Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Ledyard National Bank 110.00%0.00%0.00%Q4 2018Q4 20181
FSA Wealth Management LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Claro Advisors LLC 110.00%0.00%0.00%Q4 2018Q4 20181
CAMBRIDGE TRUST CO 110.00%0.00%0.00%Q3 2023Q3 20231
STAPP WEALTH MANAGEMENT, PLLC 110.00%0.00%0.00%Q3 2022Q3 20221
Interchange Capital Partners, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
GLADE BROOK CAPITAL PARTNERS LLC 115.08%5.08%5.08%Q2 2014Q2 20141
Jabre Capital Partners S.A. 110.05%0.05%0.05%Q2 2014Q2 20141
Retirement Planning Co of New England, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Eudaimonia Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
MARK SHEPTOFF FINANCIAL PLANNING, LLC 110.04%0.04%0.04%Q1 2014Q1 20141
MFA WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Telemetry Investments, L.L.C. 110.12%0.12%0.12%Q1 2019Q1 20191
DUDLEY & SHANLEY, INC. 110.04%0.04%0.04%Q4 2017Q4 20171
ISLAY CAPITAL MANAGEMENT, LLC 110.10%0.10%0.10%Q1 2022Q1 20221
BANCED CORP 110.16%0.16%0.16%Q4 2013Q4 20131
Employees Retirement System of Texas 110.02%0.02%0.02%Q1 2020Q1 20201
Bangor Savings Bank 110.00%0.00%0.00%Q3 2023Q3 20231
JARISLOWSKY, FRASER Ltd 110.00%0.00%0.00%Q4 2016Q4 20161
Alambic Investment Management, L.P. 110.33%0.33%0.33%Q3 2018Q3 20181
Cordant, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
First Allied Asset Management, Inc. 110.01%0.01%0.01%Q1 2015Q1 20151
Folger Hill Asset Management LP 110.10%0.10%0.10%Q1 2018Q1 20181
Parplus Partners 110.02%0.02%0.02%Q4 2019Q4 20191
Desjardins Global Asset Management Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Essex Financial Services, Inc. 110.06%0.06%0.06%Q4 2013Q4 20131
SNS Financial Group, LLC 110.05%0.05%0.05%Q4 2013Q4 20131
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q1 2014Q1 20141
Sea Otter Advisors LLC 110.15%0.15%0.15%Q1 2023Q1 20231
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 110.19%0.19%0.19%Q3 2018Q3 20181
TRUEWEALTH LLC 110.02%0.02%0.02%Q2 2018Q2 20181
KELLEHER FINANCIAL ADVISORS 110.55%0.55%0.55%Q1 2017Q1 20171
Glenview Trust Co 110.01%0.01%0.01%Q4 2015Q4 20151
Financial Gravity Asset Management, Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
Altus Wealth Group LLC 110.01%0.01%0.01%Q4 2020Q4 20201
AMERICAN NATIONAL BANK 110.00%0.00%0.00%Q2 2021Q2 20211
Crystalline Management Inc. 110.80%0.80%0.80%Q2 2023Q2 20231
Centric Wealth Management 110.07%0.07%0.07%Q2 2019Q2 20191
GARNET EQUITY CAPITAL HOLDINGS, INC. 110.19%0.19%0.19%Q4 2013Q4 20131
MARSICO CAPITAL MANAGEMENT LLC 110.08%0.08%0.08%Q1 2014Q1 20141
Portfolio Strategies Inc 110.01%0.01%0.01%Q4 2016Q4 20161
JUMP TRADING, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
OVERSEA-CHINESE BANKING Corp Ltd 110.02%0.02%0.02%Q4 2022Q4 20221
Miura Global Management 114.26%4.26%4.26%Q4 2013Q4 20131
Resource Management, LLC 110.02%0.02%0.02%Q2 2019Q2 20191
GOFEN & GLOSSBERG LLC /IL/ 110.00%0.00%0.00%Q4 2019Q4 20191
M&G INVESTMENT MANAGEMENT LTD 110.03%0.03%0.03%Q1 2023Q1 20231
Regent Peak Wealth Advisors LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
McElhenny Sheffield Capital Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Brookfield Asset Management 110.01%0.01%0.01%Q1 2022Q1 20221
Spectrum Management Group, LLC 110.00%0.00%0.00%Q4 2013Q4 20131
FIRST FINANCIAL EQUITY CORPORATION 110.01%0.01%0.01%Q1 2017Q1 20171
Kula Investments, LLC 110.25%0.25%0.25%Q4 2022Q4 20221
COLUMBUS CIRCLE INVESTORS 110.42%0.42%0.42%Q4 2013Q4 20131
Clarius Group, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
SHERBROOKE PARK ADVISERS LLC 110.20%0.20%0.20%Q4 2022Q4 20221
Arete Wealth Advisors, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
AHL INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q4 2021Q4 20211
PARK PRESIDIO CAPITAL LLC 112.62%2.62%2.62%Q3 2016Q3 20161
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Accurate Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Espalier Global Management LLC 110.29%0.29%0.29%Q4 2015Q4 20151
Provident Wealth Management, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
MUFG Securities EMEA plc 110.00%0.00%0.00%Q1 2017Q1 20171
HighMark Wealth Management LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Itau Unibanco Holding S.A. 110.00%0.00%0.00%Q1 2022Q1 20221
Fiduciary Planning LLC 110.05%0.05%0.05%Q3 2021Q3 20211
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Vista Private Wealth Partners. LLC 110.06%0.06%0.06%Q1 2020Q1 20201
Chessman Wealth Strategies RIA 110.01%0.01%0.01%Q3 2018Q3 20181
NWAM LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Fosun International Ltd 110.09%0.09%0.09%Q4 2019Q4 20191
SOCIETE GENERALE 110.02%0.02%0.02%Q2 2016Q2 20161
BRANDYWINE OAK PRIVATE WEALTH LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Hibernia Wealth Partners, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Capital Asset Advisory Services LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Benin Management CORP 110.03%0.03%0.03%Q4 2013Q4 20131
Merchants' Gate Capital LP 111.04%1.04%1.04%Q4 2013Q4 20131
Vident Advisory, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Eton Park Capital Management, L.P. 110.61%0.61%0.61%Q1 2014Q1 20141
Aaron Wealth Advisors LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Cribstone Capital Management, LLC 110.05%0.05%0.05%Q4 2015Q4 20151
Loeb Offshore Management LP 111.12%1.12%1.12%Q1 2014Q1 20141
Asio Capital, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Ovata Capital Management Ltd 110.18%0.18%0.18%Q2 2020Q2 20201
CYPRESS CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Psagot Value Holdings Ltd. / (Israel) 110.01%0.01%0.01%Q3 2022Q3 20221
Jolley Asset Management, LLC 110.02%0.02%0.02%Q1 2018Q1 20181
Soviero Asset Management, LP 110.86%0.86%0.86%Q3 2021Q3 20211
Qtron Investments LLC 110.08%0.08%0.08%Q2 2020Q2 20201
Investmark Advisory Group LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Biltmore Wealth Management, LLC 110.14%0.14%0.14%Q1 2016Q1 20161
My Personal CFO, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Weaver C. Barksdale & Associates, Inc. 110.00%0.00%0.00%Q4 2013Q4 20131
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
FIRST NATIONAL CORP /MA/ /ADV 110.00%0.00%0.00%Q1 2019Q1 20191
Summit Wealth Group, LLC 110.12%0.12%0.12%Q1 2023Q1 20231
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
HABERER REGISTERED INVESTMENT ADVISOR INC 110.00%0.00%0.00%Q4 2013Q4 20131
Lumature Wealth Partners, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
BEDEL FINANCIAL CONSULTING INC 110.02%0.02%0.02%Q3 2023Q3 20231
GFS Advisors, LLC 110.01%0.01%0.01%Q1 2016Q1 20161
CADIAN CAPITAL MANAGEMENT, LP 110.36%0.36%0.36%Q3 2023Q3 20231
Nemes Rush Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Ignis Investment Services Ltd 110.60%0.60%0.60%Q4 2013Q4 20131
Campbell Wealth Management 110.00%0.00%0.00%Q2 2020Q2 20201
Nine Chapters Capital Management LLC 110.02%0.02%0.02%Q4 2013Q4 20131
NFJ INVESTMENT GROUP, LLC 110.29%0.29%0.29%Q2 2023Q2 20231
Trium Capital LLP 110.00%0.00%0.00%Q3 2023Q3 20231
Kingfisher Capital LLC 110.02%0.02%0.02%Q2 2022Q2 20221
FOSTER & MOTLEY INC 110.01%0.01%0.01%Q3 2016Q3 20161
West Family Investments, Inc. 110.04%0.04%0.04%Q1 2023Q1 20231
MOORE CAPITAL MANAGEMENT, LP 110.04%0.04%0.04%Q3 2021Q3 20211
Bellwether Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
GLG INC. 110.05%0.05%0.05%Q4 2013Q4 20131
Leap Investments LP 110.63%0.63%0.63%Q3 2019Q3 20191
Standard Investments LLC 110.08%0.08%0.08%Q4 2013Q4 20131
PLANNING DIRECTIONS INC 110.08%0.08%0.08%Q2 2019Q2 20191
Widmann Financial Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
INVESTMENT HOUSE LLC 110.01%0.01%0.01%Q2 2017Q2 20171
CNA FINANCIAL CORP 110.43%0.43%0.43%Q2 2014Q2 20141
BELLEVUE ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
ALGERT GLOBAL LLC 110.04%0.04%0.04%Q1 2022Q1 20221
AGF MANAGEMENT LTD 110.00%0.00%0.00%Q1 2023Q1 20231
BBT Capital Management, LLC 110.18%0.18%0.18%Q1 2017Q1 20171
Diversified, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
ICW Investment Advisors LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Fidelis Capital Partners, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
QRG CAPITAL MANAGEMENT, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Egerton Capital (UK) LLP 110.98%0.98%0.98%Q3 2014Q3 20141
Virtue Capital Management, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Claar Advisors LLC 110.08%0.08%0.08%Q4 2015Q4 20151
TOWNSQUARE CAPITAL LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Julex Capital Management, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Carnick & Kubik, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Brevan Howard Capital Management LP 110.00%0.00%0.00%Q2 2023Q2 20231
Milestone Advisory Partners 118.48%8.48%8.48%Q2 2020Q2 20201
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
PERSONAL CFO SOLUTIONS, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
KSA CAPITAL MANAGEMENT, LLC 110.07%0.07%0.07%Q4 2014Q4 20141
SVB WEALTH LLC 110.00%0.00%0.00%Q3 2022Q3 20221
HAVENS ADVISORS LLC 112.76%2.76%2.76%Q1 2014Q1 20141
SILVER CAPITAL MANAGEMENT LLC 110.24%0.24%0.24%Q1 2017Q1 20171
Csenge Advisory Group 110.01%0.01%0.01%Q3 2018Q3 20181
Bramshill Investments, LLC 110.04%0.04%0.04%Q1 2021Q1 20211
Hilltop Holdings Inc. 110.03%0.03%0.03%Q1 2021Q1 20211
TIEDEMANN ADVISORS, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Delta Lloyd Asset Management N.V. 110.04%0.04%0.04%Q2 2017Q2 20171
IVORY INVESTMENT MANAGEMENT, LLC 110.28%0.28%0.28%Q1 2014Q1 20141
Garden State Investment Advisory Services LLC 110.02%0.02%0.02%Q3 2023Q3 20231
BECK CAPITAL MANAGEMENT, LLC 110.04%0.04%0.04%Q4 2013Q4 20131
Anfield Capital Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
FIFTH LANE CAPITAL, LP 110.02%0.02%0.02%Q3 2023Q3 20231
Sound View Wealth Advisors Group, LLC 110.02%0.02%0.02%Q2 2019Q2 20191
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 110.00%0.00%0.00%Q4 2013Q4 20131
Alpine Global Management, LLC 111.88%1.88%1.88%Q1 2014Q1 20141
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 110.05%0.05%0.05%Q4 2022Q4 20221
OLD SECOND NATIONAL BANK OF AURORA 110.01%0.01%0.01%Q1 2015Q1 20151
NinePointTwo Capital LLC 110.10%0.10%0.10%Q1 2023Q1 20231
BNC WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
AlphaCore Capital LLC 110.05%0.05%0.05%Q4 2020Q4 20201
Zeno Research, LLC 114.24%4.24%4.24%Q2 2022Q2 20221
Brand Asset Management Group, Inc. 110.00%0.00%0.00%Q2 2018Q2 20181
Raging Capital Management, LLC 116.11%6.11%6.11%Q1 2020Q1 20201
PIPER SANDLER & CO. 110.00%0.00%0.00%Q2 2014Q2 20141
Potrero Capital Research LLC 111.77%1.77%1.77%Q1 2019Q1 20191
EDMP, INC. 110.04%0.04%0.04%Q3 2015Q3 20151
Engrave Wealth Partners LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Independent Portfolio Consultants, Inc. 110.00%0.00%0.00%Q4 2016Q4 20161
COUNTRY TRUST BANK 110.00%0.00%0.00%Q1 2023Q1 20231
EQUITEC SPECIALISTS, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
GLG Partners LP 110.03%0.03%0.03%Q1 2014Q1 20141
Flaharty Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Balboa Wealth Partners 110.11%0.11%0.11%Q3 2023Q3 20231
SIGMA INVESTMENT COUNSELORS INC 110.01%0.01%0.01%Q3 2022Q3 20221
LG Capital Management, LP 111.33%1.33%1.33%Q1 2014Q1 20141
New Vernon Capital Holdings II LLC 110.25%0.25%0.25%Q3 2023Q3 20231
Asset Advisors Investment Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Tibra Equities Europe Ltd 110.08%0.08%0.08%Q2 2019Q2 20191
Guidance Point Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Compton Wealth Advisory Group, LLC 110.03%0.03%0.03%Q2 2019Q2 20191
Jackson, Grant Investment Advisers, Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
JOURNEY STRATEGIC WEALTH LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Resolute Advisors LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Boundary Creek Advisors LP 110.37%0.37%0.37%Q3 2023Q3 20231
Antipodean Advisors LLC 111.12%1.12%1.12%Q4 2013Q4 20131
JBJ Investment Partners, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
DT Investment Partners, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
ZBI Equities, L.L.C. 116.08%6.08%6.08%Q4 2013Q4 20131
MOULTON WEALTH MANAGEMENT, INC 110.08%0.08%0.08%Q2 2023Q2 20231
Lighthouse Financial Advisors, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
CANANDAIGUA NATIONAL BANK & TRUST CO 110.01%0.01%0.01%Q2 2017Q2 20171
Arcus Capital Partners, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
NEOS Investment Management LLC 110.08%0.08%0.08%Q3 2023Q3 20231
MENTA CAPITAL LLC 110.01%0.01%0.01%Q2 2017Q2 20171
Sante Capital Fund, LP 112.03%2.03%2.03%Q1 2022Q1 20221
Banco de Sabadell, S.A 110.08%0.08%0.08%Q4 2018Q4 20181
ORG Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231
WIPFLI FINANCIAL ADVISORS LLC, 110.01%0.01%0.01%Q3 2022Q3 20221
LWM Advisory Services, LLC 110.23%0.23%0.23%Q4 2022Q4 20221
CM Management, LLC 110.90%0.90%0.90%Q1 2021Q1 20211
Kathleen S. Wright Associates Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
GRIFFIN ASSET MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2019Q2 20191
Clarus Wealth Advisors 110.01%0.01%0.01%Q2 2018Q2 20181
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Daiwa Capital Markets America Inc. 110.00%0.00%0.00%Q4 2013Q4 20131
KING STREET CAPITAL MANAGEMENT, L.P. 110.12%0.12%0.12%Q3 2021Q3 20211
Karp Capital Management Corp 110.02%0.02%0.02%Q1 2017Q1 20171
Requisite Capital Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
PDS Planning, Inc 110.01%0.01%0.01%Q1 2023Q1 20231
Onex Canada Asset Management Inc. 110.90%0.90%0.90%Q4 2013Q4 20131
Pacific Center for Financial Services 110.00%0.00%0.00%Q3 2022Q3 20221
GRIES FINANCIAL LLC 110.03%0.03%0.03%Q3 2023Q3 20231
ADVENT CAPITAL MANAGEMENT /DE/ 110.01%0.01%0.01%Q2 2021Q2 20211
Weil Company, Inc. 110.01%0.01%0.01%Q3 2019Q3 20191
STEELHEAD PARTNERS LLC 110.00%0.00%0.00%Q4 2013Q4 20131
Pagoda Asset Management, LP 113.76%3.76%3.76%Q4 2015Q4 20151
Sutton Wealth Advisors Inc. 110.00%0.00%0.00%Q3 2018Q3 20181
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
SEI TRUST CO 110.16%0.16%0.16%Q4 2013Q4 20131
BREWIN DOLPHIN LTD 110.00%0.00%0.00%Q2 2022Q2 20221
NVWM, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Hound Partners 111.68%1.68%1.68%Q4 2013Q4 20131
Hefty Wealth Partners 110.00%0.00%0.00%Q3 2017Q3 20171
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
First Washington CORP 110.04%0.04%0.04%Q4 2013Q4 20131
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO 110.01%0.01%0.01%Q2 2019Q2 20191
Shannon River Fund Management LLC 111.84%1.84%1.84%Q3 2014Q3 20141
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
One Fin Capital Management LP 110.72%0.72%0.72%Q3 2023Q3 20231
State of Tennessee, Treasury Department 110.01%0.01%0.01%Q4 2016Q4 20161
PCA Investment Advisory Services Inc. 110.01%0.01%0.01%Q2 2023Q2 20231
Samalin Investment Counsel, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
ARS Investment Partners, LLC 110.01%0.01%0.01%Q4 2016Q4 20161
Pelorus Jack Capital, L.P. 110.25%0.25%0.25%Q1 2018Q1 20181
Houlihan Financial Resource Group, Ltd. 110.02%0.02%0.02%Q3 2020Q3 20201
VIRGINIA RETIREMENT SYSTEM 110.00%0.00%0.00%Q1 2016Q1 20161
CLARK ESTATES INC/NY 110.26%0.26%0.26%Q4 2014Q4 20141
Oak Thistle LLC 110.13%0.13%0.13%Q1 2022Q1 20221
Pinnacle Wealth Planning Services, Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
Crosspoint Capital Strategies, LLC 110.03%0.03%0.03%Q4 2015Q4 20151
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
RAINIER INVESTMENT MANAGEMENT LLC 110.95%0.95%0.95%Q4 2013Q4 20131
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT 110.14%0.14%0.14%Q1 2015Q1 20151
Cornerstone Advisory, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
JD CAPITAL MANAGEMENT LLC 110.12%0.12%0.12%Q1 2014Q1 20141
Ten Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
FARALLON CAPITAL MANAGEMENT LLC 111.33%1.33%1.33%Q1 2014Q1 20141
One Capital Management, LLC 110.00%0.00%0.00%Q3 2014Q3 20141
Great Diamond Partners, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
CAPITAL ONE, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q4 2017Q4 20171
William Allan Corp 110.01%0.01%0.01%Q4 2021Q4 20211
Amalgamated Financial Corp. 110.01%0.01%0.01%Q1 2022Q1 20221
Invictus RG 110.10%0.10%0.10%Q1 2017Q1 20171
Aquire Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Dixon Hughes Goodman Wealth Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
KWMG, LLC 110.03%0.03%0.03%Q3 2020Q3 20201
Point72 Middle East FZE 110.05%0.05%0.05%Q4 2022Q4 20221
BOULDER HILL CAPITAL MANAGEMENT LP 111.43%1.43%1.43%Q2 2022Q2 20221
IMS Capital Management 110.01%0.01%0.01%Q3 2018Q3 20181
RAIFF PARTNERS INC 112.59%2.59%2.59%Q1 2014Q1 20141
SUMMIT CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q1 2014Q1 20141
CALDWELL SUTTER CAPITAL, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
JANICZEK WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
San Luis Wealth Advisors LLC 110.02%0.02%0.02%Q2 2023Q2 20231
PRW Wealth Management LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Allegis Investment Advisors, LLC 110.02%0.02%0.02%Q4 2015Q4 20151
Maven Securities LTD 110.01%0.01%0.01%Q1 2023Q1 20231
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Financial Engines Advisors L.L.C. 110.00%0.00%0.00%Q2 2017Q2 20171
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 110.06%0.06%0.06%Q3 2021Q3 20211
Hidden Lake Asset Management LP 118.31%8.31%8.31%Q3 2020Q3 20201
Lion Street Advisors, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
WealthPlan Investment Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
R&F Capital Advisors LP 110.44%0.44%0.44%Q4 2016Q4 20161
OneAscent Financial Services LLC 110.88%0.88%0.88%Q3 2019Q3 20191
CastleKnight Management LP 110.04%0.04%0.04%Q1 2023Q1 20231
MOODY NATIONAL BANK TRUST DIVISION 110.00%0.00%0.00%Q1 2019Q1 20191
SPRING CREEK CAPITAL LLC 110.08%0.08%0.08%Q2 2018Q2 20181
PACES FERRY WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Kamunting Street Capital Management, L.P. 110.17%0.17%0.17%Q1 2019Q1 20191
Axiom Investment Management LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Fort Baker Capital Management LP 113.31%3.31%3.31%Q3 2022Q3 20221
Linscomb & Williams, Inc. 110.02%0.02%0.02%Q3 2014Q3 20141
SeaTown Holdings Pte. Ltd. 110.21%0.21%0.21%Q3 2019Q3 20191
Tri-Star Advisors Inc. 110.01%0.01%0.01%Q1 2023Q1 20231
III Capital Management 110.07%0.07%0.07%Q3 2023Q3 20231
Spectrum Financial Alliance Ltd LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Secure Asset Management, LLC 110.10%0.10%0.10%Q4 2019Q4 20191
Pictet Asset Management Holding SA 110.00%0.00%0.00%Q3 2023Q3 20231
Crescent Park Management, L.P. 113.20%3.20%3.20%Q3 2023Q3 20231
Heritage Financial Services, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
WMS Partners, LLC 110.01%0.01%0.01%Q3 2017Q3 20171
Counterpoint Mutual Funds LLC 110.02%0.02%0.02%Q3 2021Q3 20211
BISLETT MANAGEMENT, LLC 111.59%1.59%1.59%Q3 2023Q3 20231
JEPPSON WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
WealthShield Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q4 2015Q4 20151
Ibex Investors LLC 110.22%0.22%0.22%Q4 2017Q4 20171
Chemistry Wealth Management LLC 110.11%0.11%0.11%Q4 2021Q4 20211
Ada Investment Management, LP 110.11%0.11%0.11%Q3 2015Q3 20151
Isomer Partners LP 110.08%0.08%0.08%Q1 2019Q1 20191
White Elm Capital, LLC 113.26%3.26%3.26%Q4 2013Q4 20131
Operose Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Cerebellum GP, LLC 110.27%0.27%0.27%Q3 2020Q3 20201
Lee Capital Holdings LLC 110.27%0.27%0.27%Q3 2018Q3 20181
Delpha Capital Management, LLC 110.06%0.06%0.06%Q4 2017Q4 20171
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This page lists all the filers that currently own SIRIUS XM HLDGS INC or have owned SIRIUS XM HLDGS INC in the past.