SMITH & NEPHEW PLC shareholder history

Current and past SMITH & NEPHEW PLC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1870.00%0.00%0.00%Q2 2014Q3 202365
MILLENNIUM MANAGEMENT LLC 2110.00%0.02%0.13%Q2 2013Q3 202355
GOLDMAN SACHS GROUP INC 4240.00%0.00%0.01%Q1 2012Q3 202352
HUNTINGTON NATIONAL BANK 2260.00%0.00%0.02%Q1 2009Q3 202348
First Horizon Advisors, Inc. 47470.00%0.01%0.05%Q1 2012Q3 202347
Citadel Advisors 1510.00%0.00%0.01%Q1 2014Q3 202345
DIMENSIONAL FUND ADVISORS LP 42420.00%0.00%0.01%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.01%0.04%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.02%0.07%Q2 2013Q3 202342
FIRST MANHATTAN CO. LLC. 42420.00%0.00%0.03%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.00%0.00%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.01%0.02%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.01%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.01%0.01%Q2 2013Q3 202342
Portland Global Advisors LLC 42420.07%0.50%0.99%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.01%Q2 2013Q3 202342
KORNITZER CAPITAL MANAGEMENT INC /KS 42420.01%0.07%0.13%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
OLD SECOND NATIONAL BANK OF AURORA 42420.00%0.00%0.01%Q2 2013Q3 202342
EAGLE GLOBAL ADVISORS LLC 42420.04%0.10%0.16%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28130.00%0.00%0.00%Q2 2013Q3 202341
Boston Common Asset Management, LLC 21200.01%0.47%1.32%Q2 2013Q3 202341
THOMAS WHITE INTERNATIONAL LTD 41410.00%0.49%1.47%Q2 2013Q2 202341
JARISLOWSKY, FRASER Ltd 29120.01%0.06%0.11%Q2 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.06%Q2 2013Q3 202341
JPMORGAN CHASE & CO 3830.00%0.00%0.00%Q2 2013Q3 202341
AMERIPRISE FINANCIAL INC 3640.00%0.00%0.00%Q2 2013Q3 202340
Laird Norton Wetherby Wealth Management, LLC 3820.01%0.08%0.13%Q2 2013Q2 202340
Fisher Asset Management, LLC 3720.00%0.08%0.26%Q2 2013Q2 202339
DELTA ASSET MANAGEMENT LLC/TN 3540.00%0.00%0.01%Q2 2013Q3 202339
HighTower Advisors, LLC 1790.00%0.01%0.03%Q2 2013Q3 202339
Janney Montgomery Scott LLC 29100.00%0.01%0.03%Q3 2013Q3 202339
FIFTH THIRD BANCORP 3450.00%0.00%0.01%Q2 2013Q3 202339
STIFEL FINANCIAL CORP 39390.00%0.01%0.03%Q1 2014Q3 202339
BLUESTEIN R H & CO LLC 38380.01%0.05%0.17%Q2 2013Q3 202238
Renaissance Technologies 2130.00%0.02%0.07%Q2 2013Q3 202338
COMERICA BANK 3710.00%0.01%0.01%Q2 2013Q4 202238
LPL Financial LLC 37370.00%0.00%0.01%Q3 2014Q3 202337
Curbstone Financial Management Corp 36360.15%0.29%0.41%Q1 2015Q4 202336
EVERETT HARRIS & CO /CA/ 36360.00%0.01%0.02%Q2 2013Q1 202236
SEI INVESTMENTS CO 36360.00%0.01%0.02%Q4 2014Q3 202336
EARNEST PARTNERS LLC 36360.01%0.01%0.02%Q4 2014Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.01%0.02%0.03%Q2 2013Q1 202236
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
RAYMOND JAMES & ASSOCIATES 36360.00%0.01%0.03%Q4 2014Q3 202336
GLENMEDE TRUST CO NA 36360.00%0.06%0.16%Q2 2013Q1 202236
Freedom Investment Management, Inc. 35350.03%0.15%0.39%Q4 2014Q2 202335
NUANCE INVESTMENTS, LLC 3230.07%4.23%6.77%Q4 2014Q3 202335
NATIXIS ADVISORS, L.P. 1680.00%0.03%0.09%Q2 2013Q3 202335
M&T BANK CORP 3310.00%0.01%0.04%Q2 2013Q2 202235
QUADRANT CAPITAL GROUP LLC 34340.00%0.01%0.06%Q2 2015Q3 202334
TRUIST FINANCIAL CORP 34340.00%0.03%0.06%Q2 2015Q3 202334
D. E. Shaw & Co., Inc. 2010.00%0.01%0.04%Q2 2013Q1 202334
GEODE CAPITAL MANAGEMENT, LLC 33330.00%0.00%0.00%Q4 2013Q4 202133
ENTERPRISE FINANCIAL SERVICES CORP 33330.00%0.01%0.01%Q2 2013Q2 202133
HIGHLAND CAPITAL MANAGEMENT, LLC 3120.04%0.06%0.08%Q2 2015Q3 202333
BESSEMER GROUP INC 3010.00%0.00%0.01%Q4 2014Q2 202333
HOWE & RUSLING INC 1820.00%0.01%0.02%Q2 2013Q3 202232
FDx Advisors, Inc. 32320.01%0.04%0.07%Q4 2013Q3 202132
Smithfield Trust Co 32320.00%0.01%0.06%Q1 2014Q4 202132
ASSETMARK, INC 32320.00%0.00%0.03%Q4 2015Q3 202332
BARCLAYS PLC 1630.00%0.00%0.01%Q2 2013Q3 202132
Tower Research Capital LLC (TRC) 1410.00%0.00%0.02%Q3 2013Q3 202332
Geneos Wealth Management Inc. 31310.00%0.01%0.05%Q1 2016Q3 202331
Cubist Systematic Strategies, LLC 910.00%0.02%0.12%Q2 2014Q3 202331
Aperio Group, LLC 31310.04%0.09%0.17%Q2 2013Q4 202031
Sutton Wealth Advisors Inc. 31310.00%0.01%0.01%Q1 2016Q3 202331
SIGNATUREFD, LLC 2380.00%0.01%0.02%Q4 2014Q3 202331
FMR LLC 2190.00%0.00%0.01%Q2 2013Q3 202330
GABELLI FUNDS LLC 30300.00%0.00%0.01%Q2 2014Q3 202130
CAMBIAR INVESTORS LLC 30300.02%2.92%5.63%Q1 2015Q2 202230
DEUTSCHE BANK AG\ 1310.00%0.00%0.01%Q3 2013Q3 202130
GUGGENHEIM CAPITAL LLC 1610.00%0.01%0.03%Q2 2013Q4 202230
IFP Advisors, Inc 1470.00%0.00%0.01%Q4 2015Q3 202330
FARMERS & MERCHANTS INVESTMENTS INC 1460.00%0.00%0.00%Q3 2013Q3 202329
Winslow, Evans & Crocker, Inc. 29290.00%0.00%0.01%Q4 2013Q4 202029
Mariner, LLC 29290.01%0.04%0.26%Q3 2016Q3 202329
REILLY FINANCIAL ADVISORS, LLC 28280.01%0.08%0.24%Q1 2015Q4 202128
ETRADE Capital Management LLC 28280.00%0.04%0.08%Q2 2013Q1 202028
Walleye Trading LLC 1010.00%0.00%0.02%Q2 2014Q2 201928
TD ASSET MANAGEMENT INC 28280.00%0.01%0.01%Q2 2013Q1 202028
Parallel Advisors, LLC 28280.00%0.01%0.02%Q4 2016Q3 202328
BlackRock Inc. 27270.00%0.00%0.00%Q1 2017Q3 202327
Boston Trust Walden Corp 27270.02%0.04%0.05%Q4 2015Q2 202227
People's United Financial, Inc. 27270.01%0.05%0.12%Q2 2015Q4 202127
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 27270.00%0.17%0.41%Q1 2017Q3 202327
LS Investment Advisors, LLC 2250.00%0.00%0.01%Q2 2013Q2 202027
LEVEL FOUR ADVISORY SERVICES, LLC 2520.02%0.05%0.24%Q4 2016Q3 202327
J.P. Morgan Private Wealth Advisors LLC 27270.00%0.01%0.03%Q2 2015Q4 202127
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.00%Q2 2013Q4 201927
Invesco Ltd. 26260.00%0.02%0.03%Q2 2013Q3 201926
World Asset Management Inc 26260.01%0.03%0.04%Q2 2013Q3 201926
TODD ASSET MANAGEMENT LLC 1530.01%0.23%0.59%Q2 2013Q4 202226
TWO SIGMA INVESTMENTS, LP 1710.00%0.03%0.07%Q3 2014Q3 202326
ALBERT D MASON INC 26260.24%0.58%0.78%Q2 2013Q3 201926
Crossmark Global Holdings, Inc. 2510.04%0.23%0.50%Q3 2016Q3 202326
Neuberger Berman Group LLC 2310.00%0.01%0.01%Q2 2014Q3 202325
STATE STREET CORP 25250.00%0.00%0.00%Q3 2017Q3 202325
Cornerstone Advisors, Inc. 25250.00%0.01%0.02%Q2 2013Q2 201925
KELLY LAWRENCE W & ASSOCIATES INC/CA 24240.01%0.07%0.14%Q4 2014Q3 202024
BOKF, NA 1310.02%0.05%0.13%Q2 2014Q2 202224
CIBC Private Wealth Group, LLC 1680.00%0.02%0.04%Q3 2017Q3 202324
REGIONS FINANCIAL CORP 2130.00%0.02%0.04%Q1 2014Q2 202224
TWO SIGMA ADVISERS, LP 1910.00%0.02%0.08%Q4 2014Q3 202324
INTRUST BANK NA 24240.04%0.26%0.39%Q2 2015Q1 202124
COMMONWEALTH EQUITY SERVICES, LLC 1940.00%0.00%0.00%Q4 2017Q3 202323
FIDUCIARY MANAGEMENT INC /WI/ 23231.32%1.98%2.58%Q1 2018Q3 202323
Employees Retirement System of Texas 23230.04%0.09%0.12%Q2 2013Q4 201823
Tekla Capital Management LLC 23230.05%0.18%0.30%Q4 2017Q2 202323
Sivik Global Healthcare LLC 910.85%1.78%4.79%Q4 2013Q3 202123
Global Retirement Partners, LLC 1670.00%0.00%0.00%Q4 2017Q3 202323
Steward Partners Investment Advisory, LLC 1840.00%0.00%0.01%Q4 2017Q3 202322
Point72 Asset Management, L.P. 610.00%0.04%0.12%Q2 2014Q2 202322
CWM, LLC 1310.00%0.00%0.00%Q4 2017Q3 202322
JANE STREET GROUP, LLC 510.00%0.02%0.13%Q3 2014Q3 202322
Bollard Group LLC 1910.00%0.09%0.14%Q4 2014Q3 202322
ALPS ADVISORS INC 22220.00%0.01%0.03%Q2 2018Q3 202322
Allworth Financial LP 22220.00%0.00%0.00%Q2 2018Q3 202322
MANUFACTURERS LIFE INSURANCE COMPANY, THE 21210.00%0.00%0.00%Q2 2013Q2 201821
CREDIT SUISSE AG/ 1010.00%0.00%0.02%Q1 2013Q3 202121
BAHL & GAYNOR INC 21210.00%0.01%0.01%Q3 2013Q3 201821
Mitsubishi UFJ Asset Management Co., Ltd. 21210.00%0.00%0.01%Q3 2018Q3 202321
Henry James International Management Inc. 21211.22%2.52%3.49%Q3 2018Q3 202321
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1240.00%0.01%0.03%Q1 2014Q3 202121
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.04%Q3 2018Q3 202321
NICHOLAS COMPANY, INC. 20200.08%0.31%0.50%Q3 2018Q2 202320
Cutler Group LLC / CA 990.00%0.00%0.01%Q4 2015Q4 201720
Advisory Services Network, LLC 1310.00%0.01%0.01%Q1 2017Q3 202320
Zions Bancorporation, N.A. 20200.00%0.01%0.02%Q4 2018Q3 202320
Financial Gravity Asset Management, Inc. 1230.00%0.10%0.26%Q1 2018Q3 202320
NEW YORK STATE COMMON RETIREMENT FUND 1190.00%0.00%0.01%Q3 2018Q3 202320
BBVA USA Bancshares, Inc. 20200.03%0.10%0.15%Q2 2015Q1 202020
Johnson Financial Group, Inc. 1610.00%0.01%0.01%Q2 2013Q1 202320
Financial Architects, Inc 1810.00%0.00%0.00%Q4 2014Q2 202020
UNITED SERVICES AUTOMOBILE ASSOCIATION 20200.00%0.00%0.01%Q2 2015Q1 202020
DF DENT & CO INC 20200.01%0.01%0.01%Q4 2013Q3 201820
Lindbrook Capital, LLC 20200.00%0.01%0.04%Q4 2018Q3 202320
Rockefeller Capital Management L.P. 19190.00%0.00%0.01%Q1 2019Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.00%0.01%0.03%Q1 2019Q3 202319
SRS Capital Advisors, Inc. 930.01%0.02%0.04%Q4 2016Q4 202119
RIVERHEAD CAPITAL MANAGEMENT LLC 19190.01%0.02%0.04%Q1 2014Q3 201819
SUNTRUST BANKS INC 19190.00%0.02%0.03%Q1 2015Q3 201919
Investors Research Corp 19190.00%0.01%0.07%Q1 2019Q3 202319
SG Americas Securities, LLC 1310.00%0.01%0.02%Q4 2016Q2 202219
AMUNDI ASSET MANAGEMENT US, INC. 1010.01%0.02%0.04%Q4 2012Q1 202119
Private Capital Group, LLC 19190.00%0.01%0.03%Q4 2017Q2 202219
WRAPMANAGER INC 19190.10%0.13%0.17%Q4 2015Q2 202019
Quantbot Technologies LP 610.00%0.02%0.06%Q3 2014Q1 202318
PRIO WEALTH LIMITED PARTNERSHIP 18180.06%0.79%1.36%Q2 2019Q3 202318
Mount Yale Investment Advisors, LLC 820.02%0.15%0.41%Q1 2018Q3 202318
Connor, Clark & Lunn Investment Management Ltd. 1220.00%0.08%0.19%Q1 2017Q3 202318
BENJAMIN F. EDWARDS & COMPANY, INC. 1080.00%0.01%0.04%Q1 2015Q4 202218
BB&T SECURITIES, LLC 18180.01%0.01%0.02%Q2 2015Q3 201918
TORONTO DOMINION BANK 1620.00%0.00%0.00%Q1 2013Q3 201918
CAPSTONE ASSET MANAGEMENT CO 17170.08%0.16%0.25%Q2 2013Q2 201717
MML INVESTORS SERVICES, LLC 1520.00%0.01%0.03%Q3 2017Q3 202317
VOLORIDGE INVESTMENT MANAGEMENT, LLC 810.00%0.02%0.05%Q1 2018Q3 202317
Beutel, Goodman & Co Ltd. 17170.00%0.01%0.12%Q3 2019Q3 202317
WHITTIER TRUST CO 1010.00%0.00%0.00%Q1 2017Q2 202316
Sugarloaf Wealth Management, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
PRENTISS SMITH & CO INC 16160.02%0.03%0.03%Q4 2014Q3 201816
AdvisorNet Financial, Inc 1110.00%0.00%0.00%Q4 2017Q3 202216
HighMark Wealth Management LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
SIMPLEX TRADING, LLC 410.00%0.00%0.02%Q4 2014Q3 202316
EATON VANCE MANAGEMENT 16160.00%0.00%0.00%Q2 2018Q1 202216
Ellevest, Inc. 16160.00%0.00%0.01%Q2 2019Q1 202316
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 1510.03%0.12%0.18%Q2 2013Q1 202016
Glassman Wealth Services 16160.00%0.00%0.00%Q4 2019Q3 202316
GROUP ONE TRADING, L.P. 510.00%0.00%0.01%Q1 2015Q3 202315
Mawer Investment Management Ltd. 15150.04%0.38%0.68%Q2 2013Q4 201615
MSI Financial Services Inc 15150.00%0.00%0.00%Q2 2013Q4 201615
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
ATLAS CAPITAL ADVISORS LLC 15150.00%0.05%0.17%Q1 2020Q3 202315
OFI Advisors LLC 1140.00%0.00%0.01%Q3 2011Q3 201515
D.A. DAVIDSON & CO. 15150.00%0.00%0.01%Q2 2013Q4 201615
FIRST TRUST ADVISORS LP 410.00%0.00%0.01%Q2 2014Q3 202315
Independent Portfolio Consultants, Inc. 15150.03%0.10%0.26%Q2 2013Q4 201615
TELEMUS CAPITAL, LLC 1230.02%0.03%0.05%Q1 2016Q4 201915
Valeo Financial Advisors, LLC 15150.00%0.00%0.00%Q3 2017Q1 202115
Grace Capital 870.09%0.50%1.07%Q2 2013Q2 201715
Creative Planning 410.00%0.00%0.00%Q2 2014Q3 202315
Advisor Group, Inc. 15150.01%0.01%0.02%Q2 2016Q4 201915
Front Row Advisors LLC 730.00%0.00%0.01%Q4 2017Q2 202215
Proficio Capital Partners LLC 15150.01%0.03%0.04%Q4 2015Q2 201915
KEYBANK NATIONAL ASSOCIATION/OH 1220.00%0.00%0.00%Q1 2013Q4 201614
SHINE INVESTMENT ADVISORY SERVICES INC 14140.01%0.03%0.07%Q2 2017Q3 202014
Northeast Financial Consultants Inc 1310.01%0.02%0.03%Q1 2019Q2 202314
CIBC Asset Management Inc 920.00%0.00%0.01%Q3 2013Q2 202114
TOTH FINANCIAL ADVISORY CORP 14140.00%0.00%0.00%Q1 2020Q2 202314
ExodusPoint Capital Management, LP 810.01%0.03%0.08%Q2 2019Q2 202314
Fieldpoint Private Securities, LLC 1310.00%0.08%0.25%Q3 2017Q2 202214
DALTON GREINER HARTMAN MAHER & CO 14140.03%0.52%1.01%Q1 2017Q2 202014
Wealthspire Advisors, L.P. 14140.00%0.00%0.00%Q4 2015Q1 201914
GREENLEAF TRUST 14140.00%0.01%0.01%Q2 2017Q3 202014
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 14140.01%0.24%0.35%Q1 2014Q2 201714
COLONY GROUP LLC 950.00%0.00%0.01%Q4 2013Q3 202114
Quinn Opportunity Partners LLC 14140.20%0.82%1.77%Q4 2014Q1 201814
KANALY TRUST CO 13130.00%0.00%0.00%Q4 2013Q4 201613
RAYMOND JAMES TRUST N.A. 13130.01%0.01%0.02%Q4 2019Q4 202213
BALDWIN BROTHERS LLC/MA 13130.01%0.01%0.02%Q3 2019Q3 202213
Zions Bancorporation 910.00%0.00%0.02%Q1 2015Q3 201813
Ledyard National Bank 13130.00%0.00%0.00%Q1 2014Q1 201713
MARSHALL WACE, LLP 710.00%0.01%0.06%Q4 2014Q2 202313
FRANKLIN RESOURCES INC 13130.00%0.00%0.00%Q3 2020Q3 202313
Magnetar Financial LLC 1210.04%0.30%1.03%Q4 2014Q3 202313
OLD MISSION CAPITAL LLC 510.01%0.39%1.25%Q3 2017Q3 202313
EVOKE WEALTH, LLC 13130.00%0.00%0.00%Q3 2019Q3 202213
BOOTHBAY FUND MANAGEMENT, LLC 1210.02%0.10%0.47%Q4 2014Q3 202313
Hexagon Capital Partners LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
AMERICAN CENTURY COMPANIES INC 13130.00%0.01%0.04%Q3 2020Q3 202313
ROWLAND CARMICHAEL ADVISORS INC /ADV 910.07%0.16%0.23%Q4 2016Q4 202013
CIBC WORLD MARKET INC. 1110.00%0.00%0.01%Q4 2016Q3 202013
Schonfeld Strategic Advisors LLC 610.00%0.02%0.08%Q3 2017Q3 202313
UBS ASSET MANAGEMENT AMERICAS INC 1210.00%0.00%0.00%Q4 2016Q3 202213
Clean Yield Group 1010.00%1.34%2.67%Q1 2015Q3 202313
Newbridge Financial Services Group, Inc. 13130.01%0.02%0.03%Q3 2020Q3 202313
Archford Capital Strategies, LLC 810.00%0.00%0.00%Q1 2014Q1 201813
Pinnacle Bancorp, Inc. 710.00%0.01%0.03%Q1 2017Q3 202313
Westside Investment Management, Inc. 710.00%0.00%0.00%Q4 2017Q3 202113
JANICZEK WEALTH MANAGEMENT, LLC 840.00%0.01%0.01%Q3 2020Q3 202312
SCHARF INVESTMENTS, LLC 750.37%1.63%3.58%Q3 2015Q3 202312
NOMURA ASSET MANAGEMENT CO LTD 12120.00%0.00%0.00%Q4 2020Q3 202312
EAGLE ASSET MANAGEMENT INC 1020.00%0.00%0.00%Q2 2015Q4 201912
Dynamic Technology Lab Private Ltd 410.02%0.05%0.10%Q2 2016Q1 202312
MEEDER ASSET MANAGEMENT INC 12120.00%0.00%0.00%Q4 2019Q3 202212
MACQUARIE GROUP LTD 1110.00%0.00%0.00%Q1 2015Q3 202312
Berman Capital Advisors, LLC 12120.00%0.00%0.00%Q4 2018Q3 202112
Qube Research & Technologies Ltd 410.01%0.05%0.23%Q1 2018Q3 202312
HIGHBRIDGE CAPITAL MANAGEMENT LLC 1110.06%0.22%0.46%Q1 2015Q3 201812
FEDERATED HERMES, INC. 1020.00%0.00%0.00%Q2 2014Q3 202312
GENESEE VALLEY TRUST CO 12120.16%0.20%0.25%Q2 2015Q1 201812
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Plante Moran Financial Advisors, LLC 710.00%0.00%0.01%Q1 2016Q1 202012
STONERIDGE INVESTMENT PARTNERS LLC 12120.35%0.72%2.00%Q3 2014Q2 201712
Gemmer Asset Management LLC 840.00%0.00%0.00%Q1 2018Q3 202112
Checchi Capital Advisers, LLC 510.02%0.03%0.05%Q4 2015Q2 202112
Russell Investments Group, Ltd. 530.00%0.01%0.02%Q1 2017Q3 202312
ACADIAN ASSET MANAGEMENT LLC 510.00%0.00%0.00%Q3 2013Q2 202212
1832 Asset Management L.P. 610.00%0.01%0.03%Q3 2015Q4 202112
Patriot Financial Group Insurance Agency, LLC 1110.00%0.00%0.01%Q2 2019Q2 202212
RMB Capital Management, LLC 12120.01%0.01%0.01%Q1 2017Q4 201912
LIBERTY WEALTH MANAGEMENT LLC 12120.01%0.02%0.03%Q4 2018Q3 202112
Calvert Investment Management, Inc. 750.01%0.04%0.14%Q2 2013Q4 201612
Capital Asset Advisory Services LLC 12120.06%0.09%0.11%Q4 2019Q3 202212
PITTENGER & ANDERSON INC 740.00%0.02%0.06%Q2 2013Q1 201611
Mayfair Advisory Group, LLC 11110.22%0.42%0.51%Q4 2020Q2 202311
Main Street Research LLC 11110.32%0.37%0.43%Q2 2013Q4 201511
Spire Wealth Management 11110.00%0.00%0.00%Q1 2021Q3 202311
Marotta Asset Management 830.08%0.12%0.17%Q1 2021Q4 202311
PURA VIDA INVESTMENTS, LLC 430.99%1.72%3.00%Q4 2014Q3 201911
Fairpointe Capital LLC 11110.11%0.42%1.16%Q3 2018Q1 202111
Allianz Asset Management GmbH 810.00%0.01%0.01%Q2 2013Q2 202011
OPPENHEIMER ASSET MANAGEMENT INC. 650.00%0.01%0.02%Q1 2017Q1 202011
Bartlett & Co. LLC 830.00%0.00%0.00%Q4 2020Q4 202311
Cutter & CO Brokerage, Inc. 11110.50%0.71%0.82%Q2 2016Q4 201811
Price Wealth, LLC 11110.03%0.21%0.26%Q1 2018Q3 202011
Liberty Mutual Group Asset Management Inc. 920.01%0.02%0.05%Q3 2014Q3 201811
Verition Fund Management LLC 410.01%0.09%0.51%Q2 2013Q3 202211
Ridgewood Investments LLC 11110.30%0.62%0.80%Q1 2021Q3 202311
Key FInancial Inc 11110.00%0.00%0.00%Q1 2021Q3 202311
Canvas Wealth Advisors, LLC 11110.24%0.90%1.19%Q1 2021Q3 202311
Manning & Napier Group, LLC 920.01%0.02%0.02%Q4 2017Q1 202211
CAPTRUST FINANCIAL ADVISORS 11110.00%0.01%0.02%Q4 2019Q2 202211
Raymond James Financial Services Advisors, Inc. 11110.00%0.00%0.00%Q1 2021Q3 202311
Brinker Capital Investments, LLC 810.00%0.02%0.04%Q3 2016Q4 202210
NumerixS Investment Technologies Inc 520.01%0.03%0.09%Q1 2017Q2 202010
ROCKEFELLER FINANCIAL SERVICES INC 10100.00%0.01%0.01%Q3 2014Q4 201610
Retirement Group, LLC 910.00%0.00%0.00%Q4 2019Q2 202210
SCOTIA CAPITAL INC. 910.00%0.00%0.01%Q3 2018Q1 202110
TD Capital Management LLC 550.00%0.00%0.00%Q4 2020Q3 202310
Dorsey Wright & Associates 620.02%0.63%1.19%Q1 2014Q2 202010
Bridgewater Associates 10100.01%0.02%0.03%Q2 2021Q3 202310
Strategic Global Advisors, LLC 10100.06%0.23%0.42%Q1 2018Q2 202010
First Trust Direct Indexing L.P. 510.03%0.04%0.06%Q4 2020Q3 202310
Legacy Wealth Asset Management, LLC 550.14%0.24%0.46%Q4 2020Q3 202310
EDMOND DE ROTHSCHILD HOLDING S.A. 10100.00%0.00%0.00%Q2 2015Q3 201710
Virtu KCG Holdings LLC 510.00%0.05%0.29%Q3 2013Q2 201710
BNP PARIBAS FINANCIAL MARKETS 910.00%0.00%0.00%Q3 2015Q3 202310
WASHINGTON TRUST BANK 10100.00%0.01%0.01%Q1 2015Q2 201710
HUSSMAN STRATEGIC ADVISORS, INC. 10100.05%0.10%0.18%Q2 2013Q3 201510
SYNOVUS FINANCIAL CORP 540.00%0.00%0.00%Q1 2016Q2 20209
BALYASNY ASSET MANAGEMENT L.P. 410.00%0.03%0.10%Q2 2015Q3 20239
Cambridge Investment Research Advisors, Inc. 990.02%0.03%0.04%Q1 2017Q1 20199
JFS WEALTH ADVISORS, LLC 520.00%0.00%0.00%Q4 2017Q3 20239
Avestar Capital, LLC 990.12%0.14%0.17%Q4 2017Q4 20199
MANAGED ACCOUNT ADVISORS LLC 990.03%0.04%0.05%Q2 2013Q2 20159
SkyView Investment Advisors, LLC 540.00%0.04%0.13%Q4 2020Q1 20239
VALLEY NATIONAL ADVISERS INC 720.00%0.00%0.00%Q1 2015Q3 20239
ADVISOR PARTNERS LLC 630.02%0.03%0.04%Q2 2019Q3 20219
DREMAN VALUE MANAGEMENT, L L C 990.00%0.41%0.60%Q2 2013Q2 20159
Harrington Investments, INC 330.09%0.13%0.17%Q1 2018Q2 20239
Pacer Advisors, Inc. 630.00%0.00%0.01%Q2 2019Q4 20219
FIRST HAWAIIAN BANK 510.01%0.01%0.01%Q2 2013Q3 20239
CENTRAL TRUST Co 990.00%0.00%0.01%Q2 2013Q2 20159
Bayesian Capital Management, LP 310.05%0.12%0.24%Q3 2017Q3 20239
Column Capital Advisors, LLC 990.00%0.00%0.00%Q2 2020Q2 20229
PEAK6 Group LLC 310.00%0.00%0.01%Q4 2014Q1 20189
Optiver Holding B.V. 630.00%0.01%0.02%Q1 2021Q3 20239
KB FINANCIAL PARTNERS, LLC 990.00%0.08%0.16%Q1 2021Q1 20239
Stonebridge Capital Advisors LLC 540.00%0.00%0.00%Q1 2021Q2 20239
A.R.T. Advisors, LLC 310.01%0.04%0.08%Q3 2014Q2 20199
Israel Discount Bank of New York 990.02%0.04%0.05%Q1 2017Q1 20199
Jefferies Group LLC 410.00%0.01%0.03%Q2 2014Q2 20199
PARK AVENUE SECURITIES LLC 630.01%0.02%0.04%Q4 2019Q3 20239
Community Bank, N.A. 810.00%0.00%0.00%Q4 2017Q3 20229
COMMERCE BANK 810.00%0.00%0.00%Q4 2013Q2 20209
DC Investments Management, LLC 990.14%0.57%0.83%Q2 2018Q2 20209
WCM INVESTMENT MANAGEMENT, LLC 880.00%0.85%1.30%Q3 2019Q2 20218
PHILADELPHIA INTERNATIONAL ADVISORS LP 881.66%1.90%2.26%Q2 2013Q1 20158
Kozak & Associates, Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.02%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
FourThought Financial, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
Neuburgh Advisers LLC 880.01%0.01%0.01%Q4 2016Q3 20188
FINANCIAL COUNSELORS INC 440.01%0.01%0.02%Q3 2015Q3 20218
Winfield Associates, Inc. 880.00%0.00%0.00%Q1 2016Q4 20178
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 710.00%0.00%0.00%Q2 2020Q2 20238
NEXT Financial Group, Inc 620.00%0.01%0.04%Q4 2014Q4 20218
ADVANTAGE INVESTMENT MANAGEMENT, LLC 620.00%0.00%0.00%Q1 2015Q4 20188
HARVEST GROUP WEALTH MANAGEMENT, LLC 880.01%0.02%0.02%Q1 2019Q4 20208
MGO ONE SEVEN LLC 510.01%0.04%0.09%Q4 2017Q3 20238
Tyers Asset Management LLC 880.02%0.02%0.02%Q4 2016Q3 20188
FinTrust Capital Advisors, LLC 620.00%0.00%0.00%Q4 2018Q3 20238
Flinton Capital Management LLC 880.02%0.02%0.02%Q4 2016Q3 20188
FNY Investment Advisers, LLC 310.18%0.48%0.80%Q4 2018Q1 20238
AIGEN INVESTMENT MANAGEMENT, LP 310.03%0.07%0.14%Q1 2020Q3 20238
EverSource Wealth Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
CIBC BANK USA 880.06%0.10%0.15%Q1 2018Q4 20198
Allspring Global Investments Holdings, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Lester Murray Antman dba SimplyRich 620.11%0.24%0.72%Q2 2020Q2 20238
Integrated Investment Consultants, LLC 710.04%0.05%0.06%Q1 2016Q1 20188
EverPoint Asset Management, LLC 710.05%0.11%0.18%Q2 2014Q4 20168
SCOUT INVESTMENTS, INC. 880.02%0.05%0.06%Q2 2013Q1 20158
PRIVATE TRUST CO NA 710.00%0.00%0.01%Q1 2013Q2 20228
Squarepoint Ops LLC 210.00%0.02%0.11%Q1 2015Q2 20238
MCKINLEY CAPITAL MANAGEMENT LLC 880.03%0.04%0.04%Q2 2020Q1 20228
COLDSTREAM CAPITAL MANAGEMENT INC 710.02%0.03%0.05%Q3 2019Q3 20218
GAMCO INVESTORS, INC. ET AL 880.00%0.00%0.01%Q2 2014Q1 20168
PEAK6 Investments LLC 210.00%0.00%0.02%Q1 2019Q4 20228
Trexquant Investment LP 210.01%0.02%0.05%Q4 2014Q1 20238
EVERGREEN CAPITAL MANAGEMENT LLC 880.03%0.03%0.04%Q1 2018Q4 20198
Knowledge Leaders Capital, LLC 620.47%0.60%0.94%Q3 2019Q3 20218
Meadow Creek Investment Management LLC 880.01%0.01%0.01%Q4 2016Q3 20188
Rehmann Capital Advisory Group 710.00%0.02%0.13%Q4 2009Q3 20198
FORA Capital, LLC 310.00%0.03%0.07%Q1 2020Q3 20238
HARBOUR INVESTMENTS, INC. 410.00%0.00%0.00%Q1 2021Q2 20238
Riverwater Partners LLC 710.24%0.29%0.36%Q4 2021Q4 20238
Sowell Financial Services LLC 880.00%0.02%0.03%Q3 2019Q2 20218
Bell Investment Advisors, Inc 620.00%0.00%0.00%Q3 2021Q3 20238
Cresset Asset Management, LLC 210.00%0.00%0.01%Q4 2018Q1 20217
CONNABLE OFFICE INC 770.12%0.16%0.19%Q3 2019Q1 20217
SeaCrest Wealth Management, LLC 610.01%0.02%0.02%Q4 2017Q2 20227
MOTCO 310.00%0.00%0.00%Q3 2016Q2 20237
Whitnell & Co. 310.00%0.00%0.00%Q3 2015Q2 20187
HBK INVESTMENTS L P 410.00%0.01%0.03%Q3 2014Q3 20167
Sio Capital Management, LLC 410.80%1.34%1.71%Q1 2017Q3 20227
CAPITAL FUND MANAGEMENT S.A. 410.00%0.00%0.01%Q1 2016Q1 20207
Cypress Wealth Advisors LLC 770.11%0.12%0.14%Q3 2015Q1 20177
AUGUSTINE ASSET MANAGEMENT INC 772.21%2.59%2.85%Q1 2015Q3 20167
MAI Capital Management 770.01%0.02%0.02%Q3 2019Q1 20217
PRUDENTIAL FINANCIAL INC 610.00%0.00%0.00%Q4 2019Q2 20237
Placemark Investments, Inc. 770.01%0.02%0.03%Q2 2013Q4 20147
Loeb Offshore Management LP 330.00%0.95%3.48%Q2 2014Q4 20147
WealthTrust-Arizona, LLC 770.00%0.00%0.01%Q2 2017Q4 20187
CONFLUENCE INVESTMENT MANAGEMENT LLC 770.01%0.01%0.01%Q2 2018Q4 20197
Weaver Consulting Group 770.00%0.00%0.01%Q1 2019Q3 20207
GRATRY & Co LLC 770.90%1.02%1.20%Q3 2016Q1 20187
Vestmark Advisory Solutions, Inc. 610.01%0.07%0.10%Q1 2019Q4 20217
Cox Capital Mgt LLC 610.06%2.00%2.57%Q2 2018Q1 20207
Arcus Capital Partners, LLC 770.03%0.10%0.15%Q1 2022Q3 20237
Integrated Wealth Management 770.00%0.00%0.00%Q1 2015Q3 20167
COMERICA SECURITIES,INC. 610.00%0.02%0.04%Q4 2019Q4 20227
HERITAGE WEALTH MANAGEMENT, LLC 430.00%0.05%0.12%Q1 2021Q4 20227
Marshall Wace North America L.P. 310.00%0.01%0.05%Q2 2017Q3 20217
Lenox Wealth Management, Inc. 770.00%0.03%0.20%Q4 2018Q2 20207
FIRST MERCANTILE TRUST CO 770.05%0.07%0.08%Q3 2019Q1 20217
BlackRock Investment Management, LLC 310.00%0.00%0.00%Q2 2013Q4 20167
LAZARD ASSET MANAGEMENT LLC 410.00%0.02%0.06%Q2 2015Q3 20227
PERSONAL CFO SOLUTIONS, LLC 770.09%0.23%0.33%Q3 2019Q1 20217
First Personal Financial Services 770.00%0.00%0.01%Q4 2017Q2 20197
SVB WEALTH LLC 520.01%0.01%0.02%Q3 2015Q3 20237
Transamerica Financial Advisors, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Balentine LLC 410.00%0.00%0.00%Q1 2015Q2 20206
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Ethic Inc. 510.02%0.02%0.03%Q1 2022Q3 20236
PICTET ASSET MANAGEMENT LTD 660.01%0.02%0.03%Q4 2016Q1 20186
J. Goldman & Co LP 410.05%0.34%0.78%Q2 2014Q3 20226
SEI TRUST CO 660.01%0.01%0.01%Q2 2013Q3 20146
Arkadios Wealth Advisors 420.00%0.01%0.02%Q4 2019Q3 20216
MUFG Americas Holdings Corp 420.00%0.00%0.00%Q4 2012Q4 20216
Manchester Capital Management LLC 330.00%0.00%0.01%Q2 2014Q4 20186
Grantham, Mayo, Van Otterloo & Co. LLC 660.01%0.10%0.16%Q2 2019Q3 20206
American Portfolios Advisors 310.00%0.00%0.01%Q4 2017Q4 20196
Eagle Bay Advisors LLC 660.00%0.00%0.00%Q2 2022Q3 20236
TEXAS CAPITAL BANCSHARES INC/TX 660.14%0.18%0.23%Q2 2013Q3 20146
Orion Portfolio Solutions, LLC 330.00%0.00%0.01%Q4 2019Q3 20236
Sensato Investors LLC 410.10%1.84%4.27%Q2 2016Q1 20186
Geneva Advisors, LLC 660.02%0.02%0.02%Q1 2016Q2 20176
PARK NATIONAL CORP /OH/ 660.01%0.01%0.02%Q4 2019Q1 20216
Concord Wealth Partners 660.00%0.00%0.01%Q1 2021Q2 20226
EQUITABLE TRUST CO 660.32%0.42%0.51%Q4 2019Q1 20216
BRINKER CAPITAL INC 510.01%0.02%0.02%Q1 2017Q2 20206
Voya Financial Advisors, Inc. 660.01%0.01%0.02%Q1 2019Q2 20206
Atria Investments, Inc 310.01%0.03%0.08%Q1 2019Q4 20216
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Spearhead Capital Advisors, LLC 660.03%0.04%0.05%Q2 2020Q3 20216
First Light Asset Management, LLC 420.03%0.04%0.04%Q3 2019Q3 20236
Engineers Gate Manager LP 210.02%0.02%0.04%Q1 2019Q3 20236
Weiss Multi-Strategy Advisers LLC 660.03%0.04%0.06%Q4 2014Q1 20166
B. Riley Wealth Management, Inc. 660.01%0.01%0.01%Q1 2014Q2 20156
BlackRock Fund Advisors 660.00%0.00%0.00%Q2 2013Q3 20146
FRANKLIN STREET ADVISORS INC /NC 310.02%0.02%0.02%Q4 2020Q2 20236
ROPES WEALTH ADVISORS LLC 330.00%0.00%0.01%Q4 2017Q4 20206
GREENWOOD CAPITAL ASSOCIATES LLC 660.07%0.08%0.11%Q1 2019Q2 20206
Vanguard Personalized Indexing Management, LLC 410.01%0.06%0.15%Q1 2020Q1 20226
BANK OF THE WEST 660.04%0.05%0.05%Q2 2015Q3 20166
Inspire Advisors, LLC 510.03%0.06%0.08%Q4 2020Q3 20236
Crewe Advisors LLC 660.02%0.03%0.03%Q2 2022Q3 20236
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. 660.28%0.53%0.71%Q2 2018Q3 20196
BROWN BROTHERS HARRIMAN & CO 410.00%0.00%0.00%Q1 2018Q3 20226
CHESAPEAKE PARTNERS MANAGEMENT CO INC/MD 550.14%0.32%0.62%Q2 2014Q2 20155
OLD NATIONAL BANCORP /IN/ 550.01%0.01%0.02%Q3 2015Q3 20165
Gupta Wealth Management LLC 550.00%0.01%0.01%Q1 2015Q1 20165
Soleus Capital Management, L.P. 321.49%1.94%2.80%Q4 2021Q3 20235
Ativo Capital Management LLC 110.05%0.18%0.59%Q2 2014Q2 20205
Quantitative Systematic Strategies LLC 210.04%0.09%0.20%Q4 2015Q2 20215
WOLVERINE TRADING, LLC 210.00%0.00%0.00%Q3 2017Q3 20215
GABELLI & Co INVESTMENT ADVISERS, INC. 550.07%0.07%0.08%Q1 2015Q1 20165
Intellectus Partners, LLC 550.08%0.08%0.09%Q3 2022Q3 20235
BB&T INVESTMENT SERVICES, INC. 550.01%0.01%0.01%Q4 2016Q4 20175
Global Financial Private Capital, Inc 550.00%0.00%0.00%Q2 2019Q2 20205
MQS Management LLC 310.23%0.30%0.42%Q1 2022Q3 20235
BLAIR WILLIAM & CO/IL 550.00%0.00%0.01%Q2 2014Q2 20155
Analyst IMS Investment Management Services Ltd. 550.14%0.19%0.22%Q1 2015Q1 20165
Euclid Advisors LLC 550.02%0.03%0.04%Q2 2013Q2 20145
FLAGSHIP HARBOR ADVISORS, LLC 320.00%0.00%0.00%Q2 2018Q3 20205
GREEN ARROW CAPITAL MANAGEMENT LLC 440.08%0.31%0.52%Q4 2014Q3 20155
FIRST HORIZON CORP 410.00%0.00%0.01%Q2 2013Q2 20215
BlackRock Institutional Trust Company, N.A. 310.00%0.00%0.00%Q2 2013Q3 20165
DEPRINCE RACE & ZOLLO INC 550.08%0.10%0.12%Q3 2022Q3 20235
REGENTATLANTIC CAPITAL LLC 410.00%0.08%0.22%Q4 2014Q1 20165
Aspire Private Capital, LLC 550.00%0.00%0.00%Q2 2019Q2 20205
GRIMES & COMPANY, INC. 550.46%0.76%0.95%Q2 2013Q2 20145
AMP Capital Investors Ltd 410.00%0.00%0.01%Q1 2014Q1 20195
Summit Global Investments 550.08%0.12%0.14%Q1 2018Q1 20195
Keene & Associates, Inc. 550.20%0.24%0.26%Q3 2022Q3 20235
Aquatic Capital Management LLC 310.00%0.02%0.06%Q4 2021Q2 20235
BLACKROCK ADVISORS LLC 220.00%0.00%0.00%Q3 2014Q4 20145
EQUITY INVESTMENT CORP 410.01%0.01%0.01%Q1 2018Q3 20235
Parallax Volatility Advisers, L.P. 210.00%0.00%0.01%Q4 2017Q4 20215
Lorne Steinberg Wealth Management Inc. 550.94%1.36%1.82%Q3 2022Q3 20235
Copeland Capital Management, LLC 550.30%0.39%0.44%Q2 2015Q2 20165
Timber Hill LLC 410.00%0.00%0.00%Q2 2014Q1 20175
OXFORD ASSET MANAGEMENT LLP 440.02%0.07%0.16%Q4 2013Q3 20144
VAN ECK ASSOCIATES CORP 440.00%0.00%0.00%Q4 2022Q3 20234
CANANDAIGUA NATIONAL BANK & TRUST CO 440.05%0.06%0.08%Q1 2018Q4 20184
WASHINGTON TRUST Co 310.00%0.00%0.00%Q2 2018Q2 20224
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
ASSOCIATED BANC-CORP 440.00%0.00%0.00%Q1 2020Q4 20204
SIMON QUICK ADVISORS, LLC 310.01%0.01%0.01%Q2 2019Q2 20214
JACKSON SQUARE CAPITAL, LLC 440.00%0.00%0.01%Q4 2019Q3 20204
RFP Financial Group LLC 440.00%0.00%0.00%Q4 2022Q3 20234
DOW CHEMICAL CO /DE/ 440.16%0.31%0.38%Q4 2014Q3 20154
IRIDIAN ASSET MANAGEMENT LLC/CT 441.19%1.53%1.94%Q4 2018Q3 20194
Bleakley Financial Group, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Y-Intercept (Hong Kong) Ltd 210.04%0.06%0.10%Q3 2021Q2 20234
ClearBridge Investments 440.00%0.00%0.00%Q3 2015Q2 20164
BANK OF NOVA SCOTIA TRUST CO 210.00%0.01%0.03%Q3 2015Q1 20214
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Litespeed Management, L.L.C. 440.06%0.08%0.10%Q2 2014Q1 20154
Covenant Partners, LLC 440.11%0.34%0.49%Q4 2019Q3 20204
RMR Wealth Builders 210.00%0.01%0.02%Q4 2019Q1 20214
Visium Asset Management, LP 210.01%0.01%0.02%Q2 2013Q1 20154
CULLEN/FROST BANKERS, INC. 440.00%0.00%0.01%Q3 2020Q2 20214
NewEdge Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
TOWNSQUARE CAPITAL LLC 440.02%0.02%0.03%Q1 2019Q4 20194
RELIANCE TRUST CO OF DELAWARE 440.02%0.02%0.02%Q3 2015Q2 20164
SEVEN EIGHT CAPITAL, LP 310.04%0.10%0.12%Q2 2021Q3 20224
CREATIVE FINANCIAL DESIGNS INC /ADV 440.00%0.01%0.02%Q4 2016Q3 20174
BLUE JAY CAPITAL MANAGEMENT, LLC 112.51%4.66%5.82%Q4 2014Q2 20174
IMA Wealth, Inc. 440.00%0.00%0.00%Q2 2018Q1 20194
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 310.00%0.00%0.00%Q1 2020Q3 20234
LEAVELL INVESTMENT MANAGEMENT, INC. 310.02%0.02%0.02%Q2 2019Q4 20204
Waverly Advisors, LLC 440.00%0.00%0.00%Q4 2013Q3 20144
MIRABELLA FINANCIAL SERVICES LLP 440.24%0.34%0.49%Q3 2022Q2 20234
1st Global Advisors, Inc. 440.03%0.03%0.04%Q1 2016Q4 20164
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 440.05%0.16%0.21%Q2 2019Q1 20204
Princeton Alpha Management LP 220.07%0.09%0.11%Q1 2015Q1 20174
Versant Capital Management, Inc 440.00%0.00%0.00%Q1 2019Q4 20194
PALLADIEM, LLC 440.02%0.03%0.04%Q4 2014Q3 20154
Kelman-Lazarov, Inc. 440.08%0.08%0.09%Q1 2016Q4 20164
Grove Bank & Trust 440.01%0.01%0.01%Q4 2022Q3 20234
Covington Capital Management 210.00%0.02%0.03%Q3 2017Q3 20224
Gallacher Capital Management LLC 440.13%0.15%0.18%Q4 2022Q3 20234
US FINANCIAL ADVISORS, LLC 440.00%0.00%0.01%Q2 2015Q1 20164
Carroll Financial Associates, Inc. 310.00%0.00%0.00%Q4 2018Q4 20214
FFT WEALTH MANAGEMENT LLC 440.03%0.04%0.05%Q3 2022Q2 20234
YOUSIF CAPITAL MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2021Q2 20234
ADVISOR PARTNERS II, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
Summit Trail Advisors, LLC 440.00%0.22%0.63%Q4 2017Q3 20184
BANCED CORP 440.34%0.40%0.48%Q1 2014Q4 20144
Numina Capital Management, LLC 330.84%2.33%3.46%Q4 2014Q2 20154
Freestone Capital Holdings, LLC 210.00%0.20%0.78%Q1 2020Q1 20224
True Wealth Design, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
WESPAC Advisors SoCal, LLC 440.00%0.00%0.01%Q4 2015Q3 20164
Advisor OS, LLC 440.10%0.13%0.17%Q2 2020Q1 20214
CLARK ESTATES INC/NY 331.52%1.88%2.48%Q1 2023Q3 20233
UNITED CAPITAL FINANCIAL ADVISORS, LLC 110.00%0.01%0.02%Q1 2015Q4 20193
Foresight Global Investors, Inc. 331.22%4.95%6.82%Q1 2023Q3 20233
Twin Tree Management, LP 110.00%0.00%0.01%Q2 2021Q3 20223
Financial Gravity Companies, Inc. 210.11%0.13%0.16%Q4 2017Q4 20183
HRS Investment Holdings, LLC 330.33%0.68%1.01%Q4 2017Q2 20183
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Altium Wealth Management LLC 330.02%0.02%0.02%Q4 2020Q2 20213
COOKSON PEIRCE & CO INC 330.12%0.14%0.16%Q2 2019Q4 20193
Fiera Capital Corp 330.03%0.03%0.03%Q4 2013Q2 20143
PRELUDE CAPITAL MANAGEMENT, LLC 220.01%0.01%0.01%Q2 2015Q3 20153
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 330.00%0.01%0.01%Q4 2015Q2 20163
Ghost Tree Capital, LLC 330.53%0.82%1.26%Q2 2014Q4 20143
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 210.11%0.12%0.14%Q4 2022Q3 20233
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q4 2018Q1 20213
PINNACLE FINANCIAL PARTNERS INC 330.00%0.00%0.00%Q4 2022Q2 20233
Banco de Sabadell, S.A 330.00%0.00%0.00%Q1 2018Q3 20183
Thomas J. Herzfeld Advisors, Inc. 330.01%0.02%0.02%Q1 2023Q3 20233
BAIRD ROBERT W & CO INC /WI/ 210.00%0.02%0.04%Q2 2013Q4 20143
STEVENS CAPITAL MANAGEMENT LP 210.01%0.02%0.03%Q1 2016Q4 20173
Simplicity Solutions, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
JAMES INVESTMENT RESEARCH INC 330.00%0.00%0.00%Q1 2020Q3 20203
Eton Park Capital Management, L.P. 330.35%0.42%0.50%Q1 2015Q3 20153
CITIZENS FINANCIAL GROUP INC/RI 330.00%0.00%0.00%Q4 2019Q2 20203
Perceptive Advisors 330.12%0.18%0.21%Q2 2014Q4 20143
MARTINGALE ASSET MANAGEMENT L P 330.03%0.03%0.03%Q2 2013Q4 20133
Sendero Wealth Management, LLC 330.22%0.28%0.39%Q4 2021Q2 20223
DAVENPORT & Co LLC 330.00%0.00%0.00%Q2 2021Q4 20213
THOMPSON INVESTMENT MANAGEMENT, INC. 330.00%0.00%0.00%Q1 2023Q3 20233
New England Research & Management, Inc. 330.33%0.43%0.51%Q4 2014Q2 20153
Allen Investment Management, LLC 330.79%1.22%1.46%Q2 2014Q4 20143
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q2 2019Q4 20213
York Capital Management Global Advisors, LLC 330.04%0.07%0.09%Q2 2014Q4 20143
HEARTLAND ADVISORS INC 330.30%0.31%0.33%Q4 2021Q2 20223
Oliver Luxxe Assets LLC 331.08%1.22%1.33%Q1 2023Q3 20233
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
First Allied Advisory Services, Inc. 330.01%0.01%0.01%Q3 2017Q1 20183
BHF Kleinwort Benson Group S.A. 330.01%0.01%0.01%Q1 2014Q3 20143
Seed Wealth Management, Inc. 330.24%0.26%0.27%Q4 2022Q2 20233
Rikoon Group, LLC 330.37%0.64%1.07%Q3 2016Q1 20173
SANDLER CAPITAL MANAGEMENT 330.21%0.29%0.43%Q2 2014Q4 20143
HARBOR INVESTMENT ADVISORY, LLC 330.01%0.01%0.02%Q4 2021Q2 20223
Verdence Capital Advisors LLC 330.04%0.06%0.09%Q4 2021Q2 20223
GUARDIAN CAPITAL LP 330.01%0.02%0.02%Q3 2019Q1 20203
Ancora Advisors LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Icon Wealth Partners, LLC 110.00%0.02%0.06%Q4 2017Q1 20193
CITY HOLDING CO 210.00%0.00%0.00%Q3 2017Q3 20183
Foyston, Gordon, & Payne Inc 330.41%0.46%0.51%Q3 2013Q1 20143
Campbell & CO Investment Adviser LLC 210.05%0.38%0.70%Q3 2016Q3 20233
Schubert & Co 210.00%0.00%0.00%Q2 2022Q1 20233
Washington Trust Advisors, Inc. 330.00%0.00%0.00%Q4 2021Q2 20223
JONES FINANCIAL COMPANIES LLLP 210.00%0.00%0.00%Q2 2013Q4 20203
CLEAR STREET MARKETS LLC 210.00%0.12%0.20%Q4 2022Q3 20233
Procyon Advisors, LLC 330.01%0.01%0.01%Q4 2019Q2 20203
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.01%0.01%0.01%Q4 2020Q1 20233
Clark Capital Management Group, Inc. 210.04%0.05%0.06%Q1 2014Q3 20173
ATWOOD & PALMER INC 330.00%0.00%0.00%Q1 2021Q3 20213
LG Capital Management, LP 330.47%0.88%1.17%Q4 2014Q2 20153
Cable Hill Partners, LLC 330.00%0.01%0.01%Q4 2014Q2 20153
Camarda Financial Advisors, LLC 220.00%0.00%0.00%Q2 2017Q3 20172
Savior LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Prestige Wealth Management Group LLC 110.00%0.00%0.00%Q4 2018Q3 20192
MOORE CAPITAL MANAGEMENT, LP 220.06%0.07%0.08%Q2 2014Q3 20142
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q2 20222
ADAGE CAPITAL PARTNERS GP, L.L.C. 110.01%0.01%0.02%Q4 2014Q2 20152
Premia Global Advisors, LLC 220.19%0.20%0.21%Q4 2017Q1 20182
Virtu Financial LLC 110.02%0.03%0.03%Q1 2021Q4 20222
Horizon Investments, LLC 220.06%0.07%0.08%Q2 2020Q3 20202
Gradient Investments LLC 110.00%0.00%0.00%Q3 2019Q1 20202
Cerity Partners LLC 220.00%0.00%0.01%Q1 2023Q2 20232
Fortitude Advisory Group L.L.C. 220.00%0.00%0.00%Q4 2021Q1 20222
Inspire Investing, LLC 110.03%0.04%0.05%Q4 2017Q1 20202
Core Alternative Capital 110.00%0.00%0.00%Q4 2021Q3 20222
RHUMBLINE ADVISERS 220.00%0.00%0.00%Q2 2023Q3 20232
Alera Investment Advisors, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
RITHOLTZ WEALTH MANAGEMENT 220.03%0.04%0.06%Q2 2020Q3 20202
GW&K Investment Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Acrospire Investment Management LLC 220.02%0.05%0.07%Q1 2017Q2 20172
StoneX Group Inc. 110.78%1.25%1.73%Q2 2021Q1 20222
Catalyst Capital Advisors LLC 220.04%0.04%0.04%Q4 2014Q1 20152
ELLINGTON MANAGEMENT GROUP LLC 110.10%0.11%0.11%Q1 2018Q4 20182
ICC CAPITAL MANAGEMENT INC/ 220.08%0.08%0.08%Q4 2014Q1 20152
PIPER SANDLER & CO. 220.30%0.43%0.56%Q2 2015Q3 20152
COWEN INC. 110.22%0.26%0.30%Q4 2014Q4 20142
Hanson & Doremus Investment Management 220.00%0.00%0.00%Q2 2017Q3 20172
B. Riley Wealth Advisors, Inc. 110.00%0.00%0.01%Q2 2014Q4 20142
PATHSTONE FAMILY OFFICE, LLC 110.00%0.01%0.02%Q2 2017Q4 20202
RUSSELL FRANK CO/ 220.00%0.00%0.00%Q4 2015Q1 20162
Quantinno Capital Management LP 220.01%0.01%0.02%Q2 2023Q3 20232
Delphi Private Advisors LLC 110.01%0.01%0.02%Q3 2016Q2 20192
JET CAPITAL INVESTORS L P 220.10%0.34%0.58%Q2 2014Q3 20142
Independent Advisor Alliance 220.02%0.03%0.03%Q1 2020Q2 20202
HSBC HOLDINGS PLC 110.00%0.01%0.01%Q1 2014Q3 20232
Laurion Capital Management LP 110.01%0.02%0.02%Q1 2019Q1 20202
FAS Wealth Partners, Inc. 110.02%0.02%0.02%Q3 2021Q1 20222
Susquehanna International Securities, Ltd. 220.61%0.86%1.11%Q2 2023Q3 20232
WHITTIER TRUST CO OF NEVADA INC 220.00%0.00%0.00%Q2 2021Q3 20212
STIFEL NICOLAUS & CO INC \MO\ 220.03%0.03%0.03%Q2 2013Q3 20132
MANNING & NAPIER ADVISORS LLC 220.01%0.01%0.02%Q2 2017Q3 20172
Blueshift Asset Management, LLC 220.03%0.03%0.04%Q1 2022Q2 20222
NORTHWEST INVESTMENT COUNSELORS, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Interchange Capital Partners, LLC 220.10%0.15%0.21%Q4 2020Q1 20212
Barnett & Company, Inc. 220.00%0.00%0.00%Q3 2019Q4 20192
Hudson Bay Capital Management LP 220.01%0.12%0.22%Q2 2014Q3 20142
Perigon Wealth Management, LLC 220.00%0.00%0.00%Q3 2016Q4 20162
WADE G W & INC 220.02%0.02%0.03%Q2 2023Q3 20232
TIG Advisors, LLC 110.18%0.40%0.62%Q4 2014Q4 20142
NOMURA HOLDINGS INC 220.00%0.01%0.01%Q4 2012Q1 20132
BRYN MAWR CAPITAL MANAGEMENT INC 110.26%0.68%1.10%Q3 2014Q1 20152
FNY Managed Accounts LLC 220.11%0.18%0.25%Q4 2014Q1 20152
D'Orazio & Associates, Inc. 220.00%0.00%0.00%Q3 2019Q4 20192
STERNE AGEE GROUP, INC. 220.06%0.07%0.08%Q4 2014Q1 20152
SG3 Management, LLC 110.08%0.25%0.41%Q3 2017Q3 20172
NATIXIS 220.02%0.02%0.02%Q2 2013Q3 20132
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 220.02%0.02%0.02%Q3 2020Q4 20202
One Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2017Q1 20192
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2015Q4 20192
Bedlam Asset Management plc 220.42%0.51%0.60%Q2 2013Q3 20132
MOODY NATIONAL BANK TRUST DIVISION 220.00%0.00%0.00%Q4 2018Q1 20192
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
WESTWOOD HOLDINGS GROUP INC 220.00%0.00%0.00%Q3 2019Q4 20192
Karp Capital Management Corp 110.00%0.03%0.07%Q1 2017Q4 20182
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
BlueCrest Capital Management Ltd 110.02%1.04%2.06%Q1 2016Q1 20192
WEST PACES ADVISORS INC. 220.00%0.00%0.00%Q2 2021Q3 20212
Spot Trading L.L.C 110.01%0.01%0.01%Q1 2015Q1 20152
Private Ocean, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
PICTON MAHONEY ASSET MANAGEMENT 110.00%0.01%0.01%Q2 2015Q3 20232
Commonwealth Equity Services, Inc 220.00%0.00%0.00%Q2 2017Q3 20172
Jane Street Holding, LLC 220.01%0.01%0.02%Q2 2013Q3 20132
Schechter Investment Advisors, LLC 110.02%0.03%0.04%Q4 2021Q2 20222
FineMark National Bank & Trust 110.00%0.00%0.00%Q2 2013Q4 20132
YorkBridge Wealth Partners, LLC 220.00%0.00%0.00%Q4 2016Q1 20172
Veritable, L.P. 220.00%0.00%0.00%Q3 2020Q4 20202
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Headlands Technologies LLC 220.01%0.01%0.01%Q2 2023Q3 20232
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Wealthspire Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Convergence Investment Partners, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Caprock Group, LLC 110.06%0.06%0.06%Q1 2016Q1 20161
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 110.00%0.00%0.00%Q3 2018Q3 20181
Lion Street Advisors, LLC 110.05%0.05%0.05%Q1 2020Q1 20201
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 110.04%0.04%0.04%Q3 2023Q3 20231
R&F Capital Advisors LP 110.14%0.14%0.14%Q1 2017Q1 20171
Crestline Management, LP 110.12%0.12%0.12%Q2 2021Q2 20211
OPPENHEIMER & CO INC 110.01%0.01%0.01%Q2 2023Q2 20231
CARLSON CAPITAL L P 110.04%0.04%0.04%Q2 2014Q2 20141
Pine River Capital Management L.P. 110.01%0.01%0.01%Q4 2014Q4 20141
Capital Analysts, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Green Owl Capital Management, LLC 110.16%0.16%0.16%Q4 2014Q4 20141
OneDigital Investment Advisors LLC 110.01%0.01%0.01%Q1 2023Q1 20231
WealthStone, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
Baker Avenue Asset Management, LP 110.00%0.00%0.00%Q1 2023Q1 20231
Lansing Street Advisors 110.00%0.00%0.00%Q2 2023Q2 20231
HRT FINANCIAL LP 110.01%0.01%0.01%Q4 2021Q4 20211
Caption Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Columbus Hill Capital Management, L.P. 110.38%0.38%0.38%Q4 2014Q4 20141
Sageworth Trust Co 110.01%0.01%0.01%Q2 2017Q2 20171
Granite Point Capital Management, L.P. 110.12%0.12%0.12%Q1 2015Q1 20151
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Nine Chapters Capital Management LLC 110.02%0.02%0.02%Q3 2014Q3 20141
BARROW HANLEY MEWHINNEY & STRAUSS LLC 110.13%0.13%0.13%Q3 2023Q3 20231
Kestra Advisory Services, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
TRUST CO OF VERMONT 110.00%0.00%0.00%Q2 2016Q2 20161
Paloma Partners Management Co 110.00%0.00%0.00%Q1 2017Q1 20171
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
TCI Wealth Advisors, Inc. 110.01%0.01%0.01%Q4 2012Q4 20121
LEUTHOLD GROUP, LLC 110.09%0.09%0.09%Q3 2018Q3 20181
Seven Springs Wealth Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Claybrook Capital, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Zweig-DiMenna Associates LLC 110.02%0.02%0.02%Q1 2014Q1 20141
DEERE & CO 110.10%0.10%0.10%Q4 2014Q4 20141
Airain ltd 110.03%0.03%0.03%Q2 2016Q2 20161
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q4 2022Q4 20221
NewSquare Capital LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Kore Private Wealth LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Wealthcare Advisory Partners LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Geller Advisors LLC 110.08%0.08%0.08%Q1 2020Q1 20201
Harel Insurance Investments & Financial Services Ltd. 110.00%0.00%0.00%Q4 2019Q4 20191
CAPITAL GUARDIAN TRUST CO 110.00%0.00%0.00%Q1 2016Q1 20161
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Cordant, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
FCM INVESTMENTS/TX 110.61%0.61%0.61%Q2 2013Q2 20131
Founders Financial Alliance, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Quantamental Technologies LLC 110.04%0.04%0.04%Q1 2019Q1 20191
Asset Dedication, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Cinctive Capital Management LP 110.15%0.15%0.15%Q3 2021Q3 20211
Graham Capital Management, L.P. 110.01%0.01%0.01%Q3 2023Q3 20231
JNBA Financial Advisors 110.01%0.01%0.01%Q3 2016Q3 20161
Emerald Acquisition Ltd. 110.00%0.00%0.00%Q2 2016Q2 20161
First Capital Advisors Group, LLC. 110.05%0.05%0.05%Q1 2018Q1 20181
GRIFFIN ASSET MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2019Q2 20191
AXQ CAPITAL, LP 110.13%0.13%0.13%Q1 2023Q1 20231
Cornerstone Planning Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Legacy Advisors, LLC 110.02%0.02%0.02%Q2 2019Q2 20191
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Empyrean Capital Partners, LP 111.15%1.15%1.15%Q4 2014Q4 20141
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q1 2017Q1 20171
LBMC INVESTMENT ADVISORS, LLC 110.04%0.04%0.04%Q3 2017Q3 20171
Delos Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
DRIEHAUS CAPITAL MANAGEMENT LLC 110.24%0.24%0.24%Q1 2015Q1 20151
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q4 2020Q4 20201
Enterprise Bank & Trust Co 110.09%0.09%0.09%Q1 2019Q1 20191
ALPINE ASSOCIATES ADVISORS 110.61%0.61%0.61%Q2 2014Q2 20141
Lloyd Advisory Services, LLC. 110.00%0.00%0.00%Q4 2019Q4 20191
Bluefin Trading, LLC 110.02%0.02%0.02%Q4 2016Q4 20161
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
CASTLE WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q2 2022Q2 20221
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Black Creek Investment Management Inc. 110.07%0.07%0.07%Q3 2023Q3 20231
PNC Managed Account Solutions, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD 110.01%0.01%0.01%Q3 2013Q3 20131
QRG CAPITAL MANAGEMENT, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
Advisors Preferred, LLC 110.08%0.08%0.08%Q4 2013Q4 20131
Ford Financial Group, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Walleye Capital LLC 110.25%0.25%0.25%Q3 2018Q3 20181
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Evercore Wealth Management, LLC 110.00%0.00%0.00%Q3 2013Q3 20131
Veracity Capital LLC 110.06%0.06%0.06%Q4 2019Q4 20191
Standard Investments LLC 110.04%0.04%0.04%Q3 2014Q3 20141
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
BRANDYWINE OAK PRIVATE WEALTH LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Bremer Bank National Association 110.00%0.00%0.00%Q1 2019Q1 20191
Prospera Financial Services Inc 110.00%0.00%0.00%Q1 2022Q1 20221
DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) 110.03%0.03%0.03%Q2 2014Q2 20141
Mine & Arao Wealth Creation & Management, LLC. 110.00%0.00%0.00%Q2 2023Q2 20231
Lee Financial Co 110.00%0.00%0.00%Q2 2018Q2 20181
Reby Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
KOCH INDUSTRIES INC 110.31%0.31%0.31%Q1 2017Q1 20171
Tyrus Capital S.A.M. 110.33%0.33%0.33%Q1 2017Q1 20171
Krilogy Financial LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Western Asset Management Company, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
SOUTH TEXAS MONEY MANAGEMENT LTD 110.02%0.02%0.02%Q3 2019Q3 20191
JOYN Advisors, Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
Eudaimonia Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Pacifica Partners Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
Pinnacle Summer Investments, Inc. 110.24%0.24%0.24%Q3 2015Q3 20151
Arlington Partners LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Phoenix Holdings Ltd. 110.01%0.01%0.01%Q4 2020Q4 20201
BREMER TRUST NATIONAL ASSOCIATION 110.00%0.00%0.00%Q4 2018Q4 20181
BOURGEON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Squar Milner Financial Services LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Mariner Wealth Advisors-NYC, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Sargent Bickham Lagudis LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q2 2020Q2 20201
MD Financial Management Inc. 110.03%0.03%0.03%Q1 2021Q1 20211
Amundi 110.02%0.02%0.02%Q2 2021Q2 20211
Keebeck Wealth Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
RONALD BLUE & CO LLC 110.01%0.01%0.01%Q4 2014Q4 20141
ING GROEP NV 110.01%0.01%0.01%Q3 2017Q3 20171
Retirement Planning Group, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
Visionary Asset Management, Inc. 110.00%0.00%0.00%Q2 2014Q2 20141
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 110.02%0.02%0.02%Q4 2014Q4 20141
AlphaMark Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Armbruster Capital Management, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
EXENCIAL WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q1 2013Q1 20131
HARDING LOEVNER LP 110.00%0.00%0.00%Q2 2020Q2 20201
Red Door Wealth Management, LLC 110.07%0.07%0.07%Q2 2023Q2 20231
CAHILL FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20211
Well Done, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Legacy Financial Advisors, Inc. 110.01%0.01%0.01%Q1 2019Q1 20191
Migdal Insurance & Financial Holdings Ltd. 110.00%0.00%0.00%Q4 2018Q4 20181
SANDERS MORRIS HARRIS LLC 110.25%0.25%0.25%Q1 2016Q1 20161
Deimos Asset Management LLC 110.39%0.39%0.39%Q1 2016Q1 20161
Santori & Peters, Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
Oakworth Capital, Inc. 110.01%0.01%0.01%Q2 2019Q2 20191
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Private Advisor Group, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Cordasco Financial Network 110.00%0.00%0.00%Q2 2018Q2 20181
Syverson Strege & Co 110.00%0.00%0.00%Q1 2023Q1 20231
Ergoteles LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Point72 Middle East FZE 110.00%0.00%0.00%Q2 2023Q2 20231
THOMPSON SIEGEL & WALMSLEY LLC 110.00%0.00%0.00%Q2 2019Q2 20191
KRS Capital Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Cherry Creek Investment Advisors, Inc. 110.14%0.14%0.14%Q3 2023Q3 20231
EDMOND DE ROTHSCHILD (MONACO) 110.07%0.07%0.07%Q3 2016Q3 20161
Rossmore Private Capital 110.00%0.00%0.00%Q4 2017Q4 20171
DAVIDE LEONE & PARTNERS INVESTMENT Co LLP 111.12%1.12%1.12%Q4 2017Q4 20171
Measured Wealth Private Client Group, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
HANSEATIC MANAGEMENT SERVICES INC 110.00%0.00%0.00%Q3 2014Q3 20141
Next Capital Management LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Wagner Wealth Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Pinnacle Wealth Planning Services, Inc. 110.04%0.04%0.04%Q4 2020Q4 20201
ATLANTA CAPITAL MANAGEMENT CO L L C 110.00%0.00%0.00%Q1 2019Q1 20191
TOCQUEVILLE ASSET MANAGEMENT L.P. 110.00%0.00%0.00%Q2 2014Q2 20141
OLD MISSION CAPITAL, LLC 110.02%0.02%0.02%Q4 2016Q4 20161
Bienville Capital Management, LLC 110.31%0.31%0.31%Q4 2014Q4 20141
CHILDRESS CAPITAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Ramirez Asset Management, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
AXA S.A. 110.00%0.00%0.00%Q3 2020Q3 20201
Orbimed Advisors 110.03%0.03%0.03%Q1 2015Q1 20151
THRIVENT FINANCIAL FOR LUTHERANS 110.00%0.00%0.00%Q3 2017Q3 20171
PDT Partners, LLC 110.01%0.01%0.01%Q1 2014Q1 20141
CREDIT AGRICOLE S A 110.00%0.00%0.00%Q4 2014Q4 20141
Enlightenment Research, LLC 110.06%0.06%0.06%Q4 2018Q4 20181
LGL PARTNERS, LLC 110.07%0.07%0.07%Q3 2022Q3 20221
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Senator Investment Group LP 110.24%0.24%0.24%Q1 2015Q1 20151
Endurant Capital Management LP 112.72%2.72%2.72%Q4 2020Q4 20201
IBEX WEALTH ADVISORS 110.00%0.00%0.00%Q4 2016Q4 20161
Lombard Odier Asset Management (Switzerland) SA 110.11%0.11%0.11%Q1 2018Q1 20181
Arden Trust Co 110.00%0.00%0.00%Q1 2020Q1 20201
Maven Securities LTD 110.00%0.00%0.00%Q1 2021Q1 20211
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
NVWM, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Stratos Wealth Partners, LTD. 110.00%0.00%0.00%Q1 2018Q1 20181
London & Capital Asset Management Ltd 110.03%0.03%0.03%Q4 2018Q4 20181
FIRST NEW YORK SECURITIES LLC /NY 110.04%0.04%0.04%Q1 2015Q1 20151
Lombard Odier Asset Management (USA) Corp 110.01%0.01%0.01%Q4 2014Q4 20141
Allegis Investment Advisors, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
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This page lists all the filers that currently own SMITH & NEPHEW PLC or have owned SMITH & NEPHEW PLC in the past.