STARWOOD PPTY TR INC shareholder history

Current and past STARWOOD PPTY TR INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.00%0.01%Q2 2013Q3 2023116
Citadel Advisors 42420.00%0.01%0.24%Q2 2013Q3 202392
Cutler Group LLC / CA 31310.00%0.00%0.05%Q1 2016Q3 202376
WOLVERINE TRADING, LLC 2510.00%0.00%0.01%Q3 2016Q3 202366
GOLDMAN SACHS GROUP INC 4240.00%0.02%0.09%Q1 2012Q3 202365
UBS Group AG 36360.00%0.01%0.04%Q4 2014Q3 202360
Walleye Trading LLC 1310.00%0.01%0.17%Q4 2013Q3 202356
BARCLAYS PLC 42420.00%0.02%0.05%Q2 2013Q3 202351
BNP PARIBAS FINANCIAL MARKETS 42420.00%0.00%0.02%Q2 2013Q3 202351
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.04%Q2 2013Q3 202350
RAYMOND JAMES & ASSOCIATES 42420.00%0.02%0.09%Q2 2013Q3 202349
PEAK6 Investments LLC 1360.00%0.00%0.02%Q3 2018Q3 202346
CITIGROUP INC 42420.00%0.00%0.01%Q2 2013Q3 202345
CREDIT SUISSE AG/ 43430.00%0.01%0.02%Q1 2013Q3 202345
Creative Planning 42420.00%0.00%0.01%Q2 2013Q3 202345
HUNTINGTON NATIONAL BANK 3680.00%0.00%0.00%Q1 2012Q3 202344
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.02%Q2 2013Q3 202344
HighTower Advisors, LLC 42420.00%0.05%0.15%Q2 2013Q3 202343
CORRADO ADVISORS, LLC 43430.35%3.05%5.57%Q1 2013Q3 202343
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 43430.01%0.02%0.03%Q1 2013Q3 202343
JENNISON ASSOCIATES LLC 42420.00%0.10%0.23%Q2 2013Q3 202342
BlackRock Inc. 42420.00%0.01%0.02%Q2 2013Q3 202342
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 42420.01%0.02%0.02%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.01%0.02%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 42420.01%0.01%0.02%Q2 2013Q3 202342
FIRST MANHATTAN CO. LLC. 42420.00%0.00%0.00%Q2 2013Q3 202342
Utah Retirement Systems 42420.01%0.02%0.03%Q2 2013Q3 202342
RHUMBLINE ADVISERS 42420.01%0.01%0.02%Q2 2013Q3 202342
MACQUARIE GROUP LTD 42420.00%0.01%0.02%Q2 2013Q3 202342
PUTNAM INVESTMENTS LLC 42420.00%0.01%0.03%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.00%0.02%Q2 2013Q3 202342
BOSTON FAMILY OFFICE LLC 42420.05%0.09%0.12%Q2 2013Q3 202342
Swiss National Bank 42420.01%0.01%0.02%Q2 2013Q3 202342
GEODE CAPITAL MANAGEMENT, LLC 42420.01%0.02%0.02%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.04%0.11%Q2 2013Q3 202342
ROTHSCHILD INVESTMENT LLC /IL 42420.16%0.57%0.91%Q2 2013Q3 202342
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.02%Q2 2013Q3 202342
Neuberger Berman Group LLC 42420.02%0.15%0.26%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.00%0.01%0.02%Q2 2013Q3 202342
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 42420.02%0.06%0.11%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.01%0.01%0.02%Q2 2013Q3 202342
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 42420.01%0.02%0.03%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.01%0.10%0.39%Q2 2013Q3 202342
DEUTSCHE BANK AG\ 41410.00%0.01%0.04%Q3 2013Q3 202342
PRUDENTIAL FINANCIAL INC 42420.00%0.02%0.17%Q2 2013Q3 202342
FIRST FOUNDATION ADVISORS 42420.01%0.58%1.68%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.01%0.01%0.04%Q2 2013Q3 202342
CARDINAL CAPITAL MANAGEMENT LLC /CT 42420.92%2.01%3.81%Q2 2013Q3 202342
ProShare Advisors LLC 42420.00%0.02%0.10%Q2 2013Q3 202342
PRINCIPAL FINANCIAL GROUP INC 42420.00%0.00%0.04%Q2 2013Q3 202342
VOYA INVESTMENT MANAGEMENT LLC 42420.00%0.04%0.24%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 42420.00%0.01%0.02%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 42420.00%0.02%0.05%Q2 2013Q3 202342
VANGUARD GROUP INC 42420.01%0.02%0.03%Q2 2013Q3 202342
ALLIANCEBERNSTEIN L.P. 42420.00%0.00%0.01%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
NORGES BANK 4020.01%0.02%0.02%Q2 2012Q4 202242
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42420.01%0.02%0.02%Q2 2013Q3 202342
Advisors Asset Management, Inc. 42420.01%0.01%0.02%Q2 2013Q3 202342
UBS ASSET MANAGEMENT AMERICAS INC 42420.00%0.00%0.01%Q2 2013Q3 202342
PRICE T ROWE ASSOCIATES INC /MD/ 42420.00%0.00%0.00%Q2 2013Q3 202342
NISA INVESTMENT ADVISORS, LLC 42420.00%0.02%0.05%Q2 2013Q3 202342
STATE STREET CORP 42420.00%0.01%0.01%Q2 2013Q3 202342
STATE OF WISCONSIN INVESTMENT BOARD 42420.00%0.01%0.02%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.01%0.03%0.07%Q2 2013Q3 202342
Nuveen Asset Management, LLC 42420.01%0.15%0.37%Q2 2013Q3 202342
VAN ECK ASSOCIATES CORP 42420.03%0.04%0.07%Q2 2013Q3 202342
Highlander Capital Management, LLC 42420.43%1.08%1.94%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.01%0.02%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.01%0.02%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.01%0.02%Q2 2013Q3 202342
M&T BANK CORP 26150.00%0.04%0.15%Q2 2013Q3 202341
AMERICAN INTERNATIONAL GROUP, INC. 24170.00%0.00%0.06%Q2 2013Q3 202341
NFC Investments, LLC 41410.94%5.39%9.55%Q2 2013Q2 202341
Legal & General Group Plc 40400.00%0.00%0.01%Q4 2013Q3 202340
ClearBridge Investments 40400.00%0.07%0.12%Q2 2013Q1 202340
GREAT WEST LIFE ASSURANCE CO /CAN/ 40400.00%0.00%0.01%Q4 2013Q3 202340
JANE STREET GROUP, LLC 910.00%0.00%0.01%Q3 2014Q3 202340
SECURIAN ASSET MANAGEMENT, INC 1630.01%0.09%0.36%Q2 2012Q3 202340
ENVESTNET ASSET MANAGEMENT INC 3370.00%0.00%0.03%Q2 2013Q3 202340
STIFEL FINANCIAL CORP 39390.01%0.02%0.08%Q1 2014Q3 202339
MANUFACTURERS LIFE INSURANCE COMPANY, THE 22170.00%0.00%0.00%Q2 2013Q3 202339
Citizens Business Bank 39390.13%0.23%0.39%Q4 2012Q2 202239
COMERICA BANK 39390.00%0.07%0.20%Q2 2013Q4 202239
NEW YORK STATE COMMON RETIREMENT FUND 3450.01%0.01%0.02%Q2 2013Q3 202339
Bell Bank 3180.21%0.60%1.66%Q2 2013Q2 202339
AQR Capital Management 3010.00%0.01%0.06%Q4 2012Q3 202338
TORONTO DOMINION BANK 23150.00%0.10%0.30%Q1 2013Q3 202338
BTR CAPITAL MANAGEMENT INC 38380.04%1.34%2.97%Q2 2013Q3 202238
SPIRIT OF AMERICA MANAGEMENT CORP/NY 3420.07%0.14%0.25%Q2 2013Q3 202338
State of New Jersey Common Pension Fund D 38380.01%0.04%0.06%Q2 2014Q3 202338
GUGGENHEIM CAPITAL LLC 3710.00%0.02%0.10%Q2 2013Q2 202338
OPPENHEIMER & CO INC 26110.01%0.02%0.04%Q1 2014Q3 202337
LPL Financial LLC 26110.00%0.01%0.02%Q3 2013Q3 202337
WEDBUSH SECURITIES INC 1910.02%0.05%0.13%Q4 2013Q3 202337
COMMERCE BANK 37370.00%0.06%0.31%Q3 2014Q3 202337
Private Advisor Group, LLC 37370.00%0.03%0.06%Q3 2014Q3 202337
SHIKIAR ASSET MANAGEMENT INC 3610.06%1.87%4.68%Q4 2013Q1 202337
TRUIST FINANCIAL CORP 37370.00%0.05%0.15%Q3 2014Q3 202337
BENJAMIN F. EDWARDS & COMPANY, INC. 37370.00%0.03%0.07%Q3 2014Q3 202337
FIFTH THIRD BANCORP 2210.00%0.02%0.07%Q2 2013Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.00%0.01%0.03%Q2 2013Q1 202236
KINGS POINT CAPITAL MANAGEMENT 36360.45%1.50%3.26%Q2 2013Q1 202236
SEI INVESTMENTS CO 36360.00%0.01%0.02%Q4 2014Q3 202336
PANAGORA ASSET MANAGEMENT INC 36360.00%0.00%0.02%Q2 2013Q1 202236
Lowe Wealth Advisors, LLC 35350.00%0.00%0.00%Q2 2015Q4 202335
Tower Research Capital LLC (TRC) 1710.00%0.01%0.04%Q2 2013Q3 202335
Barnett & Company, Inc. 35350.03%1.24%1.82%Q2 2013Q4 202135
TEACHER RETIREMENT SYSTEM OF TEXAS 22130.00%0.01%0.06%Q2 2013Q3 202335
Zurcher Kantonalbank (Zurich Cantonalbank) 35350.00%0.00%0.01%Q1 2015Q3 202335
SIGNATUREFD, LLC 2310.00%0.01%0.02%Q2 2013Q3 202335
Boston Partners 2780.01%0.04%0.07%Q2 2013Q4 202235
Baker Ellis Asset Management LLC 35350.04%0.24%0.55%Q1 2015Q3 202335
BROWN ADVISORY INC 1510.00%0.01%0.05%Q2 2013Q3 202335
HM PAYSON & CO 1850.00%0.01%0.01%Q2 2014Q3 202335
METROPOLITAN LIFE INSURANCE CO/NY 35350.00%0.00%0.00%Q2 2013Q4 202135
Raymond James Financial Services Advisors, Inc. 34340.00%0.02%0.04%Q2 2015Q3 202335
LORD, ABBETT & CO. LLC 34340.00%0.06%0.12%Q2 2013Q3 202134
Birch Run Capital Advisors, LP 34341.40%2.41%6.26%Q2 2013Q3 202134
MILLENNIUM MANAGEMENT LLC 1210.00%0.03%0.33%Q2 2013Q3 202334
AMALGAMATED BANK 34340.01%0.03%0.06%Q2 2015Q3 202334
KNOTT DAVID M 34340.00%0.00%0.01%Q2 2013Q3 202134
TWO SIGMA INVESTMENTS, LP 2310.00%0.07%0.16%Q2 2013Q3 202334
Advisory Services Network, LLC 1310.00%0.02%0.10%Q4 2014Q3 202333
ASSETMARK, INC 3210.00%0.02%0.13%Q1 2015Q3 202333
QUADRANT CAPITAL GROUP LLC 33330.00%0.00%0.02%Q3 2015Q3 202333
Kovack Advisors, Inc. 33330.07%0.20%0.39%Q3 2015Q3 202333
LSV ASSET MANAGEMENT 32320.00%0.13%0.21%Q2 2014Q1 202232
FMR LLC 2750.00%0.00%0.01%Q1 2014Q3 202332
Allianz Asset Management GmbH 1660.00%0.04%0.14%Q2 2013Q2 202332
Avenir Corp 32320.06%0.13%0.17%Q4 2015Q3 202332
West Family Investments, Inc. 32320.42%0.97%1.69%Q2 2013Q1 202132
SG Americas Securities, LLC 1030.00%0.01%0.05%Q3 2013Q3 202331
AMERICAN FINANCIAL GROUP INC 31310.04%0.06%0.08%Q2 2013Q4 202031
Barrett Asset Management, LLC 31310.00%0.00%0.01%Q2 2014Q4 202131
Stratos Wealth Partners, LTD. 31310.01%0.02%0.03%Q1 2016Q3 202331
Joel Isaacson & Co., LLC 1280.02%0.07%0.13%Q4 2014Q1 202331
IFP Advisors, Inc 17140.00%0.01%0.01%Q4 2015Q3 202331
1832 Asset Management L.P. 2920.00%0.10%0.21%Q2 2013Q3 202331
HOWE & RUSLING INC 19120.00%0.00%0.00%Q4 2014Q3 202231
Geneos Wealth Management Inc. 31310.00%0.01%0.01%Q1 2016Q3 202331
Janney Montgomery Scott LLC 2330.00%0.00%0.01%Q2 2014Q3 202330
Rafferty Asset Management, LLC 2010.01%0.02%0.05%Q2 2014Q2 202230
Parkside Financial Bank & Trust 30300.01%0.04%0.15%Q2 2016Q3 202330
Carroll Financial Associates, Inc. 30300.00%0.00%0.01%Q3 2014Q4 202130
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2510.00%0.00%0.00%Q1 2015Q3 202330
Catalyst Capital Advisors LLC 1430.00%0.01%0.09%Q3 2014Q3 202330
D. E. Shaw & Co., Inc. 710.00%0.00%0.03%Q2 2013Q3 202330
Aperio Group, LLC 30300.00%0.03%0.09%Q3 2013Q4 202030
DELTA ASSET MANAGEMENT LLC/TN 2640.00%0.00%0.00%Q3 2015Q3 202330
Cetera Advisor Networks LLC 29290.01%0.01%0.02%Q3 2016Q3 202329
Winslow, Evans & Crocker, Inc. 29290.01%0.10%0.19%Q4 2013Q4 202029
VALLEY WEALTH MANAGERS, INC. 29290.96%1.56%2.02%Q3 2016Q3 202329
Endurance Wealth Management, Inc. 29290.00%0.00%0.00%Q2 2016Q2 202329
IBM Retirement Fund 15140.01%0.03%0.05%Q2 2013Q2 202129
Advisors Capital Management, LLC 29290.53%0.70%0.92%Q3 2016Q3 202329
ALPINE WOODS CAPITAL INVESTORS, LLC 29290.07%0.74%1.40%Q2 2013Q2 202029
Veritable, L.P. 29290.01%0.07%0.16%Q4 2012Q4 201929
HSBC HOLDINGS PLC 1910.00%0.00%0.02%Q3 2014Q1 202329
World Asset Management Inc 1760.01%0.01%0.02%Q2 2013Q3 202129
Greenwich Investment Management, Inc. 28280.17%5.96%10.21%Q4 2013Q3 202028
CLOUGH CAPITAL PARTNERS L P 2080.29%2.52%5.49%Q1 2015Q3 202328
MACKENZIE FINANCIAL CORP 28280.00%0.02%0.05%Q3 2015Q2 202228
Overbrook Management Corp 28280.06%0.16%0.50%Q2 2013Q1 202028
Clearstead Trust, LLC 28280.08%0.50%1.08%Q4 2016Q3 202328
CAPITAL FUND MANAGEMENT S.A. 810.00%0.01%0.06%Q1 2014Q3 202328
Parallel Advisors, LLC 28280.00%0.01%0.02%Q4 2016Q3 202328
PRIVATE TRUST CO NA 2170.01%0.05%0.09%Q1 2013Q3 202328
SeaBridge Investment Advisors LLC 28280.54%1.05%1.50%Q2 2013Q1 202028
Advocacy Wealth Management Services, LLC 28280.00%0.02%0.06%Q4 2015Q3 202228
NATIXIS ADVISORS, L.P. 28280.00%0.02%0.04%Q1 2016Q4 202228
Russell Investments Group, Ltd. 28280.01%0.03%0.05%Q4 2016Q3 202328
KBC Group NV 1620.00%0.02%0.07%Q3 2014Q3 202328
Rathbones Group PLC 28280.00%0.01%0.01%Q4 2016Q3 202328
Old West Investment Management, LLC 28280.39%0.83%1.42%Q2 2013Q1 202028
SHELL ASSET MANAGEMENT CO 2170.01%0.02%0.03%Q4 2015Q3 202328
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.02%0.03%Q2 2013Q4 201927
PROFUND ADVISORS LLC 1810.01%0.01%0.02%Q2 2013Q1 202327
CPWM, LLC 1980.04%0.14%0.33%Q1 2014Q3 202227
Parallax Volatility Advisers, L.P. 710.00%0.00%0.01%Q4 2015Q2 202327
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 1440.00%0.01%0.03%Q4 2013Q1 202227
QCI ASSET MANAGEMENT INC/NY 27270.00%0.00%0.01%Q2 2013Q4 201927
FULLER & THALER ASSET MANAGEMENT, INC. 27270.00%0.44%0.72%Q2 2013Q4 201927
COLONY GROUP LLC 1980.01%0.01%0.04%Q4 2013Q3 202327
Twin Tree Management, LP 610.00%0.05%0.27%Q4 2015Q1 202227
DAVIDSON INVESTMENT ADVISORS 27270.85%1.80%2.22%Q2 2013Q4 201927
BESSEMER GROUP INC 820.00%0.05%0.29%Q2 2013Q3 202327
GLENMEDE TRUST CO NA 1310.00%0.00%0.08%Q4 2012Q1 202026
1834 INVESTMENT ADVISORS CO 2410.02%0.06%0.15%Q3 2016Q3 202326
Chevy Chase Trust Holdings, LLC 26260.00%0.03%0.08%Q3 2013Q4 201926
MML INVESTORS SERVICES, LLC 26260.00%0.01%0.01%Q2 2017Q3 202326
AllSquare Wealth Management LLC 2510.01%0.02%0.05%Q1 2017Q3 202326
BB&T SECURITIES, LLC 26260.01%0.03%0.04%Q2 2013Q3 201926
CLIFFORD SWAN INVESTMENT COUNSEL LLC 25250.01%0.01%0.02%Q3 2016Q3 202225
OppenheimerFunds, Inc. 25250.06%0.13%0.23%Q1 2013Q1 201925
EARNEST PARTNERS LLC 2410.00%0.00%0.00%Q4 2016Q3 202325
REGIONS FINANCIAL CORP 25250.00%0.00%0.01%Q3 2016Q3 202225
EDMOND DE ROTHSCHILD HOLDING S.A. 2320.00%0.04%0.15%Q2 2015Q2 202225
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 25250.00%0.28%0.40%Q3 2014Q3 202025
LAZARD ASSET MANAGEMENT LLC 1720.00%0.01%0.03%Q2 2013Q3 202225
PRELUDE CAPITAL MANAGEMENT, LLC 710.00%0.11%0.78%Q1 2013Q3 202325
TWO SIGMA ADVISERS, LP 2410.02%0.06%0.11%Q4 2014Q1 202125
Global Retirement Partners, LLC 1710.00%0.03%0.04%Q4 2016Q3 202325
PEAK6 Group LLC 1210.00%0.02%0.24%Q2 2013Q2 201725
SALEM INVESTMENT COUNSELORS INC 1960.00%0.00%0.00%Q2 2017Q3 202325
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 2410.06%0.77%0.98%Q1 2014Q2 202025
Yorktown Management & Research Co Inc 25250.17%1.25%2.65%Q2 2013Q2 201925
Belpointe Asset Management LLC 25250.02%0.05%0.09%Q3 2017Q3 202325
B. Riley Wealth Advisors, Inc. 2210.00%0.04%0.08%Q2 2014Q3 202325
Front Row Advisors LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.02%Q4 2017Q3 202324
TD Capital Management LLC 1950.00%0.00%0.00%Q2 2017Q3 202324
TIAA CREF INVESTMENT MANAGEMENT LLC 24240.01%0.02%0.04%Q2 2013Q1 201924
Versant Capital Management, Inc 2130.00%0.00%0.01%Q4 2016Q4 202324
PenderFund Capital Management Ltd. 24240.08%0.20%0.35%Q4 2017Q3 202324
TEACHERS ADVISORS, LLC 24240.01%0.07%0.16%Q2 2013Q1 201924
HAP Trading, LLC 810.00%0.01%0.07%Q1 2014Q3 202324
VICTORY CAPITAL MANAGEMENT INC 24240.00%0.01%0.02%Q4 2017Q3 202324
Stockman Wealth Management, Inc. 24240.09%0.17%0.26%Q4 2017Q3 202324
Squarepoint Ops LLC 1010.00%0.05%0.53%Q1 2015Q3 202324
SYNOVUS FINANCIAL CORP 1310.00%0.00%0.00%Q2 2013Q2 202024
AEGON ASSET MANAGEMENT UK PLC 24240.13%0.23%0.44%Q1 2014Q4 201924
MILLER VALUE PARTNERS, LLC 24240.02%0.10%0.14%Q2 2013Q1 201924
PINNACLE FINANCIAL PARTNERS INC 24240.01%0.04%0.08%Q4 2017Q3 202324
McIlrath & Eck, LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
NAPLES GLOBAL ADVISORS, LLC 24240.04%0.17%0.27%Q3 2014Q2 202024
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 1940.00%0.02%0.05%Q3 2014Q2 202123
JANUS HENDERSON GROUP PLC 1210.00%0.00%0.02%Q3 2013Q3 202323
Treasurer of the State of North Carolina 23230.01%0.02%0.03%Q1 2018Q3 202323
J.P. Morgan Private Wealth Advisors LLC 2210.01%0.09%0.16%Q1 2016Q3 202323
TCI Wealth Advisors, Inc. 1710.00%0.01%0.03%Q4 2013Q1 202323
S. R. Schill & Associates 23230.16%0.46%0.75%Q1 2015Q3 202023
GABLES CAPITAL MANAGEMENT INC. 23230.30%0.39%0.52%Q1 2018Q3 202323
Waterfront Capital Partners, LLC 1210.90%1.85%3.48%Q4 2013Q4 202123
AlphaMark Advisors, LLC 2030.00%0.01%0.02%Q4 2017Q3 202323
CENTAURUS FINANCIAL, INC. 1670.03%0.09%0.40%Q4 2017Q3 202323
STEPHENS INC /AR/ 23230.00%0.01%0.01%Q2 2017Q4 202223
QS Investors, LLC 23230.00%0.02%0.05%Q4 2014Q2 202023
NOMURA HOLDINGS INC 1010.00%0.02%0.10%Q2 2013Q2 202323
Snowden Capital Advisors LLC 2030.01%0.34%0.56%Q3 2016Q2 202223
Sonora Investment Management, LLC 23230.04%0.08%0.15%Q1 2016Q3 202123
COBALT CAPITAL MANAGEMENT, INC. 23230.27%2.92%8.17%Q4 2013Q2 201923
NEXT Financial Group, Inc 640.00%0.00%0.03%Q3 2014Q4 202122
DUBUQUE BANK & TRUST CO 2020.00%0.12%0.22%Q4 2015Q3 202322
SUNTRUST BANKS INC 1620.00%0.01%0.10%Q2 2013Q1 201922
Jefferies Group LLC 910.00%0.00%0.01%Q2 2013Q3 202222
Laurel Grove Capital, LLC 22220.49%1.09%2.36%Q2 2013Q3 201822
Penserra Capital Management LLC 950.00%0.01%0.06%Q4 2015Q3 202322
Baird Financial Group, Inc. 22220.00%0.00%0.00%Q2 2018Q3 202322
BROWN BROTHERS HARRIMAN & CO 910.00%0.00%0.00%Q1 2013Q3 202322
Cubist Systematic Strategies, LLC 810.00%0.03%0.12%Q4 2014Q4 202222
Allworth Financial LP 1660.00%0.00%0.00%Q1 2015Q3 202322
ACADIAN ASSET MANAGEMENT LLC 1810.00%0.17%0.56%Q3 2016Q3 202322
Bank OZK 22220.15%0.26%0.33%Q2 2018Q3 202322
Orinda Asset Management LLC 910.30%4.68%9.80%Q3 2013Q3 202021
LOS ANGELES CAPITAL MANAGEMENT LLC 910.00%0.05%0.18%Q2 2013Q2 202121
WASATCH ADVISORS LP 21210.01%0.02%0.04%Q2 2013Q2 201821
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.03%Q3 2018Q3 202321
Renaissance Technologies 710.00%0.02%0.08%Q2 2013Q4 202121
Global X Management CO LLC 21210.24%0.68%1.05%Q2 2013Q2 201821
WHITTIER TRUST CO 2010.00%0.03%0.07%Q1 2017Q3 202321
CWM, LLC 1380.00%0.05%0.53%Q2 2018Q3 202321
Steward Partners Investment Advisory, LLC 1830.00%0.02%0.06%Q1 2018Q3 202321
ADELL HARRIMAN & CARPENTER INC 21210.08%0.50%0.91%Q3 2018Q3 202321
Focused Wealth Management, Inc 2010.00%0.26%0.49%Q3 2015Q3 202321
MASSMUTUAL TRUST CO FSB/ADV 610.00%0.00%0.01%Q1 2015Q4 202321
Plante Moran Financial Advisors, LLC 1510.00%0.00%0.02%Q2 2013Q3 202321
Leith Wheeler Investment Counsel Ltd. 21210.90%1.77%5.15%Q1 2017Q1 202221
Mirae Asset Global Investments Co., Ltd. 21210.02%0.08%0.18%Q3 2018Q3 202321
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 20200.00%0.00%0.00%Q2 2018Q1 202320
Lindbrook Capital, LLC 20200.00%0.11%0.36%Q4 2018Q3 202320
Ocean Capital Management, LLC 20200.12%0.57%1.07%Q4 2018Q3 202320
THRIVENT FINANCIAL FOR LUTHERANS 810.00%0.01%0.02%Q2 2014Q3 202320
American Portfolios Advisors 20200.01%0.02%0.03%Q4 2017Q3 202220
Sigma Planning Corp 1110.01%0.02%0.04%Q4 2014Q1 202320
AE Wealth Management LLC 1910.00%0.01%0.03%Q3 2018Q3 202320
Sargent Investment Group, LLC 20200.15%0.53%0.92%Q4 2018Q3 202320
E&G Advisors, LP 20200.50%0.65%0.98%Q4 2018Q3 202320
BDO Wealth Advisors, LLC 1460.00%0.00%0.01%Q2 2018Q2 202320
Grassi Investment Management 20200.09%0.43%1.20%Q4 2018Q3 202320
Claraphi Advisory Network, LLC 20200.04%0.13%0.20%Q4 2017Q3 202220
CANADA PENSION PLAN INVESTMENT BOARD 610.00%0.00%0.02%Q3 2013Q1 202320
DekaBank Deutsche Girozentrale 1910.00%0.00%0.02%Q1 2018Q1 202320
GLENHILL ADVISORS LLC 20202.68%5.67%10.83%Q2 2013Q1 201820
UNITED CAPITAL FINANCIAL ADVISORS, LLC 1610.00%0.00%0.01%Q3 2015Q3 202319
CIBC WORLD MARKET INC. 19190.00%0.00%0.00%Q1 2019Q3 202319
WASHINGTON TRUST BANK 19190.00%0.01%0.01%Q3 2014Q1 201919
ENTERPRISE FINANCIAL SERVICES CORP 19190.00%0.01%0.03%Q4 2016Q2 202119
Fiduciary Group LLC 1210.02%0.04%0.08%Q2 2015Q3 202319
Carnegie Capital Asset Management, LLC 19190.02%0.04%0.07%Q1 2019Q3 202319
Icon Wealth Partners, LLC 1510.02%0.06%0.11%Q2 2018Q3 202319
Bramshill Investments, LLC 1540.08%0.29%1.05%Q2 2017Q3 202319
Calamos Advisors LLC 19190.01%0.02%0.05%Q1 2019Q3 202319
Private Capital Group, LLC 19190.00%0.01%0.02%Q4 2017Q2 202219
BARINGS LLC 920.01%0.01%0.02%Q2 2013Q2 201919
People's United Financial, Inc. 1720.00%0.06%0.17%Q2 2013Q3 201819
CEDAR CAPITAL, LLC 19190.20%1.26%2.24%Q4 2015Q2 202019
Barry Investment Advisors, LLC 19192.14%4.00%5.01%Q3 2015Q1 202019
Truvestments Capital LLC 1510.01%0.73%1.25%Q3 2018Q3 202319
NOMURA ASSET MANAGEMENT CO LTD 1210.00%0.01%0.03%Q2 2016Q3 202318
WELLINGTON MANAGEMENT GROUP LLP 810.00%0.00%0.00%Q2 2013Q3 202318
SeaCrest Wealth Management, LLC 1260.00%0.03%0.06%Q4 2017Q2 202218
CENTRAL TRUST Co 1710.00%0.01%0.02%Q1 2016Q4 202118
FIRST INTERSTATE BANK 18180.00%0.00%0.01%Q3 2015Q4 201918
MARSICO CAPITAL MANAGEMENT LLC 18180.10%0.28%0.61%Q3 2013Q4 201718
Wealthspire Advisors, L.P. 14140.00%0.01%0.02%Q4 2015Q1 201918
Edge Wealth Management LLC 1130.00%0.02%0.07%Q2 2013Q2 201918
Quantitative Investment Management, LLC 610.01%0.06%0.16%Q1 2014Q3 202018
Mutual Advisors, LLC 18180.01%0.02%0.03%Q2 2019Q3 202318
BALYASNY ASSET MANAGEMENT L.P. 310.00%0.05%0.14%Q2 2013Q3 202318
Glassman Wealth Services 18180.00%0.00%0.02%Q2 2019Q3 202318
Cetera Investment Advisers 1080.00%0.03%0.05%Q1 2019Q3 202318
AMUNDI ASSET MANAGEMENT US, INC. 1080.00%0.01%0.02%Q4 2013Q1 202118
EnTrustPermal Management LLC 18180.64%1.41%2.18%Q2 2013Q3 201718
Patriot Financial Group Insurance Agency, LLC 18180.01%0.01%0.02%Q1 2018Q2 202218
STRS OHIO 910.00%0.01%0.01%Q2 2018Q3 202318
CADENCE CAPITAL MANAGEMENT LLC 1410.01%0.03%0.07%Q3 2013Q3 201818
AGF Investments LLC 1440.00%0.04%0.24%Q4 2016Q1 202218
MERCER GLOBAL ADVISORS INC /ADV 1350.00%0.02%0.03%Q1 2019Q3 202318
Westchester Capital Management, LLC 17170.01%0.62%1.51%Q4 2013Q4 201718
NATIONAL PLANNING CORP 18180.03%0.13%0.45%Q2 2013Q3 201718
CROFT-LEOMINSTER INC 18180.11%0.17%0.24%Q2 2013Q3 201718
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 18180.14%1.16%1.77%Q3 2015Q4 201918
Claybrook Capital, LLC 940.24%0.78%1.37%Q1 2019Q3 202317
BKS ADVISORS, LLC 17170.30%0.97%1.20%Q1 2015Q1 201917
FEDERATED HERMES, INC. 1130.00%0.08%0.20%Q2 2013Q3 202317
Tortoise Investment Management, LLC 1160.00%0.03%0.06%Q3 2017Q1 202317
CIBC Asset Management Inc 1520.00%0.00%0.00%Q2 2018Q3 202217
Aspire Private Capital, LLC 1160.00%0.02%0.05%Q4 2018Q3 202317
Ranger International Management, LP 17170.08%5.20%7.60%Q2 2013Q2 201717
PRUDENTIAL PLC 1510.00%0.00%0.00%Q4 2015Q4 202017
SCHRODER INVESTMENT MANAGEMENT GROUP 1610.00%0.01%0.08%Q2 2013Q4 202117
Red Spruce Capital, LLC 17170.22%0.32%0.42%Q4 2019Q4 202317
Jacobi Capital Management LLC 17170.00%0.01%0.01%Q3 2017Q3 202117
Rockefeller Capital Management L.P. 17170.00%0.03%0.06%Q3 2019Q3 202317
GROUP ONE TRADING, L.P. 410.00%0.00%0.01%Q2 2013Q1 202317
KMG FIDUCIARY PARTNERS, LLC 1250.13%0.44%0.80%Q4 2018Q3 202317
HBK INVESTMENTS L P 410.00%0.04%0.13%Q2 2013Q3 202317
Pacific Center for Financial Services 1430.01%0.01%0.01%Q2 2019Q3 202317
FDx Advisors, Inc. 1430.01%0.04%0.08%Q3 2014Q1 202017
BigSur Wealth Management LLC 17170.08%0.23%0.47%Q1 2017Q1 202117
LODESTAR INVESTMENT COUNSEL LLC/IL 1430.04%0.43%1.18%Q2 2013Q2 201917
Kore Private Wealth LLC 16160.04%0.07%0.11%Q4 2018Q3 202216
CERTUITY, LLC 16160.08%0.18%0.27%Q4 2019Q3 202316
Stonebridge Capital Advisors LLC 1150.00%0.01%0.01%Q2 2019Q3 202316
North Star Investment Management Corp. 16160.00%0.00%0.00%Q4 2019Q3 202316
PINNACLE ASSOCIATES LTD 1420.01%0.03%0.04%Q2 2013Q2 201916
Hazelview Securities Inc. 16160.24%3.28%5.08%Q1 2017Q4 202016
Sutton Wealth Advisors Inc. 1510.01%0.08%0.10%Q1 2017Q3 202316
JANUS HENDERSON INVESTORS US LLC 16160.00%0.01%0.01%Q2 2013Q1 201716
Insight Folios Inc 16161.93%2.99%4.04%Q4 2019Q3 202316
CIBC Private Wealth Group, LLC 1010.00%0.00%0.01%Q1 2014Q2 202216
Grove Bank & Trust 520.01%0.06%0.15%Q4 2016Q3 202316
Commonwealth Equity Services, Inc 16160.00%0.01%0.02%Q4 2013Q3 201716
Meridian Wealth Management, LLC 1510.02%0.30%0.64%Q2 2019Q3 202316
THOMPSON SIEGEL & WALMSLEY LLC 1510.00%0.04%0.06%Q1 2016Q2 202016
Carmichael Hill & Associates, Inc. 16160.00%0.00%0.00%Q4 2019Q3 202316
Roble, Belko & Company, Inc 16160.36%0.91%1.17%Q1 2015Q4 201816
Smithfield Trust Co 16160.00%0.02%0.03%Q1 2017Q4 202016
ETRADE Capital Management LLC 16160.02%0.02%0.04%Q4 2016Q3 202016
WASHINGTON TRUST Co 1510.00%0.00%0.00%Q2 2018Q3 202316
SkyOak Wealth, LLC 16160.59%0.75%1.12%Q4 2019Q3 202316
Samalin Investment Counsel, LLC 16160.43%0.61%0.90%Q4 2019Q3 202316
Freedom Investment Management, Inc. 1150.01%0.06%0.19%Q1 2017Q3 202316
Ensign Peak Advisors, Inc 16160.00%0.01%0.03%Q4 2019Q3 202316
VIRGINIA RETIREMENT SYSTEMS ET AL 1420.00%0.01%0.02%Q2 2018Q4 202216
MCF Advisors LLC 970.00%0.01%0.01%Q3 2019Q3 202316
Hudock, Inc. 16160.00%0.00%0.00%Q4 2018Q3 202216
IHT Wealth Management, LLC 610.01%0.02%0.04%Q4 2016Q3 202316
HBC Financial Services, PLLC 1320.00%0.80%4.24%Q4 2019Q3 202315
Weil Company, Inc. 1410.12%0.42%0.57%Q3 2019Q3 202315
Capital Advisors, Ltd. LLC 510.00%0.02%0.03%Q3 2016Q3 202315
Nan Shan Life Insurance Co., Ltd. 1320.65%3.72%7.79%Q3 2016Q4 202015
ROWLAND CARMICHAEL ADVISORS INC /ADV 15150.08%0.21%0.29%Q2 2017Q4 202015
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 810.00%0.02%0.05%Q1 2013Q4 201715
B. Riley Wealth Management, Inc. 1010.00%0.15%0.37%Q1 2014Q2 202215
Sequoia Financial Advisors, LLC 870.02%0.05%0.10%Q2 2016Q4 202015
HIGHLAND CAPITAL MANAGEMENT, LLC 630.02%0.03%0.06%Q1 2019Q3 202315
Venturi Wealth Management, LLC 1310.00%0.47%0.69%Q4 2015Q3 202315
RAYMOND JAMES TRUST N.A. 1410.01%0.01%0.01%Q4 2019Q3 202315
TRUST CO OF VERMONT 710.00%0.00%0.00%Q3 2013Q3 202315
Ranch Capital Advisors Inc. 15150.24%0.53%0.64%Q3 2019Q1 202315
La Francaise Forum Securities Ltd 15150.20%3.25%8.32%Q2 2013Q4 201615
BlackRock Group LTD 15150.00%0.00%0.01%Q2 2013Q4 201615
SIMPLEX TRADING, LLC 710.00%0.00%0.01%Q1 2016Q1 202215
abrdn plc 15150.00%0.03%0.09%Q2 2018Q4 202115
Financial Gravity Asset Management, Inc. 410.00%0.02%0.08%Q1 2018Q2 202315
OSAIC HOLDINGS, INC. 15150.00%0.01%0.02%Q1 2020Q3 202315
BlackRock Institutional Trust Company, N.A. 15150.02%0.02%0.02%Q2 2013Q4 201615
Advisor Group, Inc. 15150.01%0.01%0.02%Q2 2016Q4 201915
State of Alaska, Department of Revenue 830.01%0.05%0.12%Q4 2015Q3 202315
UBS OCONNOR LLC 310.00%0.04%0.25%Q2 2013Q3 202315
BlackRock Fund Advisors 15150.03%0.04%0.05%Q2 2013Q4 201615
Community Capital Management, LLC 10100.00%1.59%3.20%Q4 2018Q1 202115
Element Wealth, LLC 15150.42%0.57%0.70%Q1 2020Q3 202315
First Allied Advisory Services, Inc. 610.01%0.02%0.04%Q2 2013Q2 202015
D'Orazio & Associates, Inc. 15150.00%0.00%0.00%Q4 2017Q2 202115
Arizona State Retirement System 15150.01%0.01%0.02%Q1 2020Q3 202315
BLACKROCK ADVISORS LLC 15150.00%0.03%0.06%Q2 2013Q4 201615
BlackRock Investment Management, LLC 15150.00%0.02%0.04%Q2 2013Q4 201615
Strategic Wealth Investment Group, LLC 14140.62%0.93%1.28%Q2 2020Q3 202314
Mirador Capital Partners LP 14140.13%0.17%0.25%Q3 2016Q4 201914
MEEDER ASSET MANAGEMENT INC 1130.00%0.01%0.03%Q1 2019Q3 202214
Clarkston Capital Partners, LLC 1220.02%0.06%0.12%Q1 2014Q2 202014
Handelsbanken Fonder AB 14140.00%0.01%0.01%Q2 2020Q3 202314
JAG CAPITAL MANAGEMENT, LLC 14140.04%0.08%0.20%Q2 2019Q3 202214
AMERICAN CENTURY COMPANIES INC 14140.00%0.01%0.03%Q3 2016Q4 201914
Wealthcare Advisory Partners LLC 810.00%0.01%0.02%Q4 2017Q4 202214
CI INVESTMENTS INC. 950.00%0.19%0.72%Q2 2013Q3 202314
Tradewinds Capital Management, LLC 14140.01%0.01%0.02%Q2 2020Q3 202314
WESTFIELD CAPITAL MANAGEMENT CO LP 14140.21%0.35%0.54%Q3 2013Q4 201614
Royal Fund Management, LLC 14140.06%0.08%0.09%Q4 2016Q1 202014
MGO ONE SEVEN LLC 14140.01%0.05%0.09%Q2 2020Q3 202314
Alberta Investment Management Corp 14140.02%0.12%0.18%Q3 2013Q4 201614
MATRIX PRIVATE CAPITAL GROUP LLC 14140.30%0.46%0.93%Q4 2019Q1 202314
MURPHY CAPITAL MANAGEMENT INC 1130.03%0.09%0.13%Q2 2013Q4 201714
Employees Retirement System of Texas 1220.02%0.03%0.05%Q2 2017Q2 202214
Retirement Group, LLC 910.00%0.00%0.01%Q4 2019Q3 202314
Campbell & CO Investment Adviser LLC 1010.05%0.15%0.33%Q4 2018Q3 202314
Cerity Partners LLC 1220.00%0.01%0.02%Q4 2019Q2 202314
Dana Investment Advisors, Inc. 14140.73%1.26%1.50%Q4 2016Q1 202014
CWA Asset Management Group, LLC 14140.03%0.07%0.09%Q4 2016Q1 202014
SlateStone Wealth, LLC 14140.11%0.21%0.27%Q2 2020Q3 202314
VALLEY NATIONAL ADVISERS INC 1210.00%0.01%0.01%Q3 2015Q1 202213
Ameritas Investment Partners, Inc. 820.00%0.01%0.06%Q4 2017Q3 202313
EJF Capital LLC 13130.03%6.96%12.35%Q2 2013Q2 201613
Archford Capital Strategies, LLC 620.00%0.00%0.01%Q2 2014Q2 201813
Bridgecreek Investment Management, LLC 1030.08%1.35%1.80%Q2 2013Q3 202313
Newbridge Financial Services Group, Inc. 13130.13%0.16%0.21%Q3 2020Q3 202313
ROPES WEALTH ADVISORS LLC 620.00%0.05%0.11%Q3 2015Q1 202313
A.R.T. Advisors, LLC 510.01%0.10%0.27%Q2 2013Q4 201913
Bell Rock Capital LLC 13130.01%0.02%0.03%Q4 2016Q4 201913
WESTPORT RESOURCES MANAGEMENT INC 13130.00%0.01%0.05%Q2 2013Q2 201613
NATIXIS 540.00%0.01%0.04%Q4 2017Q3 202213
MSI Financial Services Inc 1030.00%0.00%0.01%Q2 2013Q4 201613
Opus Capital Group, LLC 1110.04%0.50%1.05%Q2 2013Q1 201713
Meridian Wealth Advisors, LLC 1210.04%0.10%0.18%Q4 2018Q3 202313
FORVIS Wealth Advisors, LLC 760.02%0.03%0.04%Q4 2016Q1 202013
AlphaCrest Capital Management LLC 1010.02%0.05%0.13%Q1 2019Q3 202213
HRS Investment Holdings, LLC 13130.56%0.86%1.26%Q4 2015Q4 201813
BRINKER CAPITAL INC 13130.63%2.42%3.52%Q2 2013Q2 201613
STEPH & CO 13130.07%0.12%0.16%Q4 2019Q4 202213
FIRST MERCANTILE TRUST CO 13130.00%0.01%0.01%Q2 2013Q2 201613
SHELTON CAPITAL MANAGEMENT 730.01%0.02%0.03%Q4 2016Q3 202313
Global Financial Private Capital, Inc 13130.00%0.13%0.23%Q2 2017Q2 202013
Bienville Capital Management, LLC 13130.07%0.71%1.66%Q1 2020Q1 202313
SCOTIA CAPITAL INC. 1210.00%0.01%0.02%Q1 2015Q1 202013
WESLEY CAPITAL MANAGEMENT, LLC 131311.65%21.18%30.35%Q2 2013Q2 201613
UBS AG 660.00%0.01%0.04%Q2 2013Q3 201413
SVB WEALTH LLC 13130.00%0.01%0.01%Q3 2020Q3 202313
RMR Advisors LLC 13130.30%0.90%1.10%Q3 2017Q3 202013
WOODWARD DIVERSIFIED CAPITAL, LLC 12120.65%0.80%1.02%Q4 2020Q3 202312
Berman Capital Advisors, LLC 12120.00%0.01%0.02%Q4 2018Q3 202112
MONTAG A & ASSOCIATES INC 12120.00%0.00%0.01%Q4 2020Q3 202312
Accel Wealth Management 12120.29%0.48%0.71%Q4 2020Q3 202312
Algebris Investments (UK) LLP 12120.16%1.24%1.90%Q3 2013Q2 201612
JGP Wealth Management, LLC 12120.25%0.38%0.48%Q2 2018Q1 202112
Tradition Wealth Management, LLC 12120.01%0.02%0.03%Q4 2020Q3 202312
WHITTIER TRUST CO OF NEVADA INC 12120.00%0.00%0.01%Q3 2020Q2 202312
Connor, Clark & Lunn Investment Management Ltd. 810.00%0.04%0.14%Q4 2014Q3 202312
AdvisorNet Financial, Inc 910.00%0.00%0.00%Q2 2018Q3 202312
COMERICA SECURITIES INC 1110.32%0.47%0.85%Q4 2014Q4 201812
Ameritas Investment Company, LLC 12120.02%0.07%0.13%Q4 2018Q3 202112
ALPS ADVISORS INC 12120.00%0.01%0.01%Q4 2020Q3 202312
CHILDRESS CAPITAL ADVISORS, LLC 12120.21%0.27%0.35%Q4 2020Q3 202312
MILES CAPITAL, INC. 12120.37%0.64%0.80%Q2 2017Q1 202012
ZACKS INVESTMENT MANAGEMENT 610.01%0.05%0.09%Q4 2016Q3 202212
ELCO Management Co., LLC 12120.13%0.18%0.26%Q4 2020Q3 202312
Lenox Wealth Advisors, LLC 1110.00%0.00%0.01%Q2 2018Q1 202212
TUDOR INVESTMENT CORP ET AL 310.00%0.02%0.08%Q1 2014Q2 202312
Brinker Capital Investments, LLC 910.00%0.02%0.04%Q3 2017Q4 202212
DAVENPORT & Co LLC 710.00%0.01%0.01%Q1 2019Q3 202312
Schonfeld Strategic Advisors LLC 510.00%0.02%0.09%Q1 2018Q3 202312
CLINTON GROUP INC 410.01%0.23%0.50%Q2 2013Q2 201812
RUSSELL FRANK CO/ 12120.01%0.02%0.03%Q2 2013Q1 201612
KANALY TRUST CO 12120.00%0.00%0.01%Q1 2014Q4 201612
TCW GROUP INC 11110.02%0.09%0.17%Q1 2021Q3 202311
Hollow Brook Wealth Management LLC 11110.11%0.32%0.71%Q2 2013Q4 201511
Parasol Investment Management, LLC 11110.01%0.02%0.02%Q2 2014Q4 201611
Scott & Selber, Inc. 920.93%1.82%2.43%Q1 2017Q1 202011
Crow Point Partners, LLC 410.01%0.11%0.71%Q1 2014Q4 201911
Point72 Hong Kong Ltd 210.00%0.04%0.10%Q2 2016Q3 202211
Lido Advisors, LLC 910.00%0.06%0.58%Q2 2017Q4 202211
Holocene Advisors, LP 740.00%0.02%0.04%Q1 2018Q3 202311
Twin Lakes Capital Management, LLC 652.24%2.52%2.81%Q4 2020Q3 202311
UNITED SERVICES AUTOMOBILE ASSOCIATION 610.00%0.00%0.01%Q3 2013Q3 202311
Integrated Wealth Concepts LLC 1010.01%0.01%0.03%Q3 2019Q3 202211
CLEARARC CAPITAL INC 11110.46%0.59%0.88%Q2 2013Q4 201511
Capital Research Global Investors 11110.00%0.11%0.18%Q2 2013Q4 201511
CapWealth Advisors, LLC 11111.94%2.69%3.17%Q2 2020Q4 202211
New England Private Wealth Advisors LLC 11110.08%0.11%0.20%Q1 2013Q3 201511
Texas Capital Bank Wealth Management Services Inc 11110.13%0.20%0.32%Q1 2021Q3 202311
Mitsubishi UFJ Trust & Banking Corp 11110.00%0.00%0.00%Q3 2019Q1 202211
CLEAR STREET MARKETS LLC 510.00%0.03%0.14%Q1 2015Q3 202311
JANICZEK WEALTH MANAGEMENT, LLC 1010.00%0.00%0.00%Q2 2020Q3 202311
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 11110.00%0.01%0.04%Q3 2017Q1 202011
Cipher Capital LP 310.03%0.19%0.48%Q1 2014Q2 202211
Verition Fund Management LLC 610.00%0.02%0.09%Q1 2017Q3 202311
TRUSTCORE FINANCIAL SERVICES, LLC 1010.00%0.00%0.00%Q1 2020Q4 202211
Spire Wealth Management 11110.00%0.00%0.01%Q1 2021Q3 202311
FIRETHORN WEALTH PARTNERS, LLC 830.22%0.32%0.51%Q4 2020Q3 202311
DREMAN VALUE MANAGEMENT, L L C 11110.00%0.12%0.24%Q3 2015Q1 201811
Sterling Capital Management LLC 510.00%0.01%0.03%Q3 2013Q3 201911
DC Investments Management, LLC 11110.09%0.36%0.64%Q4 2017Q2 202011
MARSHALL WACE, LLP 510.00%0.06%0.30%Q2 2013Q4 202211
Perigon Wealth Management, LLC 610.00%0.21%0.55%Q1 2015Q4 202011
Madison International Realty Holdings, LLC 650.32%3.80%8.82%Q4 2017Q1 202111
WADE G W & INC 11110.04%0.06%0.07%Q1 2015Q3 201711
LAKE STREET ADVISORS GROUP, LLC 910.03%0.15%0.31%Q4 2017Q3 202311
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.01%0.06%0.25%Q4 2019Q3 202311
Caprock Group, LLC 1010.04%0.55%0.91%Q4 2014Q4 201711
Essex Financial Services, Inc. 830.03%0.06%0.10%Q3 2018Q2 202211
Oxbow Advisors, LLC 11110.06%0.08%0.09%Q4 2013Q2 201611
Dynamic Technology Lab Private Ltd 510.02%0.05%0.08%Q3 2016Q4 202211
GSA CAPITAL PARTNERS LLP 210.01%0.04%0.08%Q3 2013Q4 202211
Taconic Capital Advisors LP 650.01%0.65%1.51%Q2 2013Q1 202211
Sandy Spring Bank 810.00%0.00%0.00%Q4 2015Q4 202211
WINTON GROUP Ltd 550.01%0.05%0.12%Q1 2019Q3 202110
Pekin Hardy Strauss, Inc. 10100.04%0.15%0.34%Q4 2017Q1 202010
Hudson Value Partners, LLC 10100.12%0.15%0.21%Q2 2021Q3 202310
Maryland State Retirement & Pension System 640.01%0.01%0.02%Q1 2021Q3 202310
MetLife Investment Management, LLC 730.00%0.01%0.03%Q3 2018Q3 202310
Seneca House Advisors 10100.52%2.80%3.89%Q2 2021Q3 202310
MID CONTINENT CAPITAL LLC/IL 10100.56%1.10%2.02%Q2 2013Q3 201510
Wellington Shields Capital Management, LLC 710.03%0.07%0.15%Q3 2013Q4 201910
Apollon Wealth Management, LLC 910.02%0.05%0.09%Q2 2020Q3 202310
COURIER CAPITAL LLC 640.02%0.03%0.04%Q2 2017Q4 201910
GPS Wealth Strategies Group, LLC 730.01%0.01%0.01%Q1 2021Q3 202310
BOKF, NA 10100.01%0.02%0.04%Q4 2015Q1 201810
Johnson Midwest Financial, LLC 10100.02%0.04%0.08%Q2 2021Q3 202310
Homrich & Berg 10100.04%0.09%0.14%Q2 2013Q3 201510
SEGALL BRYANT & HAMILL, LLC 710.00%0.01%0.02%Q1 2018Q3 202310
PartnerRe Asset Management CORP 10100.72%0.88%1.04%Q2 2013Q3 201510
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.00%Q2 2018Q3 202010
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Argentus Capital Management, LLC 640.00%0.07%0.10%Q2 2013Q1 201610
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Xact Kapitalforvaltning AB 10100.00%0.02%0.03%Q4 2017Q1 202010
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HHM Wealth Advisors, LLC 10100.02%0.04%0.05%Q2 2021Q3 202310
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JTC Employer Solutions Trustee Ltd 10100.01%0.01%0.02%Q2 2021Q3 202310
First Personal Financial Services 720.00%0.01%0.01%Q4 2014Q3 20239
CIBC WORLD MARKETS CORP 810.01%0.02%0.03%Q4 2020Q1 20239
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Castleview Partners, LLC 810.00%0.01%0.01%Q2 2021Q3 20239
CALEDONIA INVESTMENTS PLC 993.00%3.63%4.59%Q2 2013Q2 20159
ELLINGTON MANAGEMENT GROUP LLC 410.05%0.19%0.48%Q3 2015Q3 20209
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Freestone Capital Holdings, LLC 720.00%0.07%0.10%Q2 2016Q4 20209
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Migdal Insurance & Financial Holdings Ltd. 990.00%0.00%0.00%Q3 2021Q3 20239
Ahrens Investment Partners LLC 810.05%0.20%0.64%Q3 2020Q1 20239
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 990.50%1.21%1.45%Q3 2016Q3 20189
HARBOR INVESTMENT ADVISORY, LLC 720.00%0.01%0.01%Q1 2021Q3 20239
Simplicity Solutions, LLC 510.01%0.04%0.09%Q3 2018Q3 20239
MANAGED ACCOUNT ADVISORS LLC 990.01%0.02%0.03%Q2 2013Q2 20159
Gotham Asset Management, LLC 610.00%0.01%0.02%Q1 2019Q1 20239
Quantbot Technologies LP 210.00%0.05%0.14%Q1 2014Q4 20229
Stanley-Laman Group, Ltd. 990.04%0.27%0.49%Q1 2015Q1 20179
MASTRAPASQUA ASSET MANAGEMENT INC 710.05%0.06%0.08%Q2 2013Q4 20179
Bruderman Asset Management, LLC 720.00%0.07%0.13%Q4 2018Q3 20219
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA 540.12%0.25%0.48%Q4 2014Q1 20209
Nuveen Fund Advisors, LLC 990.12%0.20%0.47%Q2 2016Q2 20189
ADVANTAGE INVESTMENT MANAGEMENT, LLC 810.00%0.01%0.01%Q4 2014Q3 20189
Krilogy Financial LLC 810.01%0.01%0.01%Q2 2016Q3 20189
Sheaff Brock Investment Advisors, LLC 540.02%0.02%0.03%Q1 2019Q4 20219
BENJAMIN EDWARDS INC 990.05%0.14%0.22%Q4 2020Q4 20229
MAI Capital Management 990.00%0.00%0.01%Q1 2021Q1 20239
McGowan Group Asset Management, Inc. 810.04%1.15%1.45%Q4 2014Q1 20229
JONES FINANCIAL COMPANIES LLLP 990.00%0.00%0.00%Q4 2020Q4 20229
RFG Advisory, LLC 810.09%0.12%0.16%Q2 2015Q3 20239
STEVENS CAPITAL MANAGEMENT LP 410.01%0.05%0.13%Q1 2014Q3 20239
NumerixS Investment Technologies Inc 310.01%0.07%0.23%Q2 2015Q1 20209
STALEY CAPITAL ADVISERS INC 990.06%0.07%0.08%Q4 2015Q4 20179
ExodusPoint Capital Management, LP 310.00%0.02%0.10%Q2 2020Q3 20239
SRS Capital Advisors, Inc. 720.00%0.00%0.01%Q4 2016Q3 20239
DENALI ADVISORS LLC 410.00%0.03%0.14%Q3 2013Q3 20239
Pearl River Capital, LLC 510.04%0.17%0.32%Q1 2019Q3 20239
Alaska Permanent Fund Corp 720.03%0.05%0.06%Q3 2020Q3 20239
WADDELL & REED FINANCIAL INC 990.01%0.01%0.02%Q2 2014Q2 20169
Vanguard Personalized Indexing Management, LLC 810.01%0.02%0.03%Q2 2021Q3 20239
Kingfisher Capital LLC 610.07%0.78%0.94%Q2 2013Q4 20159
Virtu Financial LLC 110.02%0.06%0.11%Q2 2016Q4 20228
ING GROEP NV 530.05%0.10%0.15%Q3 2013Q3 20168
Manchester Capital Management LLC 710.01%0.01%0.01%Q2 2013Q2 20198
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Quent Capital, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
GENERAL MOTORS INVESTMENT MANAGEMENT CORP 880.18%0.30%0.35%Q2 2013Q1 20158
First Horizon Advisors, Inc. 610.00%0.01%0.01%Q1 2017Q2 20218
Sonora Investment Management Group, LLC 880.06%0.08%0.11%Q4 2021Q3 20238
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
Point72 Asset Management, L.P. 510.00%0.01%0.04%Q4 2014Q3 20238
Washington Trust Advisors, Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
HERBST GROUP, LLC 880.56%0.75%0.87%Q4 2021Q3 20238
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 420.02%0.04%0.08%Q1 2020Q3 20238
Knott David M Jr 880.00%0.00%0.00%Q4 2021Q3 20238
SPHINX TRADING, LP 620.02%0.09%0.14%Q3 2015Q4 20218
MARTINGALE ASSET MANAGEMENT L P 410.00%0.06%0.17%Q3 2013Q3 20178
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 880.01%0.02%0.03%Q4 2021Q3 20238
AFT, FORSYTH & COMPANY, INC. 620.11%0.18%0.27%Q2 2019Q2 20218
Intellectus Partners, LLC 880.02%0.14%0.25%Q4 2016Q3 20188
Cetera Advisors LLC 880.00%0.01%0.01%Q4 2021Q3 20238
Western Pacific Wealth Management, LP 880.04%0.04%0.05%Q4 2021Q3 20238
Capital Investment Advisors, LLC 530.01%0.02%0.02%Q4 2015Q3 20218
Pacer Advisors, Inc. 620.00%0.07%0.10%Q2 2016Q3 20238
GABELLI FUNDS LLC 880.00%0.00%0.00%Q4 2021Q3 20238
SIGNET FINANCIAL MANAGEMENT, LLC 880.00%0.72%1.23%Q3 2016Q2 20188
Rothschild Capital Partners, LLC 882.87%3.42%4.13%Q2 2013Q1 20158
Donald L. Hagan, LLC 610.02%0.77%1.30%Q3 2015Q4 20198
Willingdon Wealth Management 530.39%0.84%1.06%Q2 2015Q2 20178
Integrated Investment Consultants, LLC 710.01%0.02%0.02%Q1 2016Q1 20188
Carmel Capital Partners, LLC 880.90%1.07%1.30%Q4 2021Q3 20238
DIALECTIC CAPITAL MANAGEMENT, LP 710.13%0.47%0.82%Q2 2013Q2 20158
Realta Investment Advisors 420.01%0.02%0.03%Q1 2019Q3 20238
DOHENY ASSET MANAGEMENT /CA 880.10%0.11%0.12%Q4 2014Q3 20168
Capital Asset Advisory Services LLC 880.03%0.04%0.06%Q4 2020Q3 20228
Atom Investors LP 310.02%0.25%0.92%Q4 2018Q4 20228
First Capital Advisors Group, LLC. 880.13%0.27%0.50%Q4 2016Q3 20188
BNP Paribas Asset Management Holding S.A. 880.00%0.01%0.02%Q4 2015Q3 20178
Summit Trail Advisors, LLC 610.00%0.01%0.02%Q4 2017Q3 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.00%0.02%0.04%Q4 2021Q3 20238
Crosspoint Capital Strategies, LLC 880.06%0.12%0.21%Q4 2013Q3 20158
WMG Financial Advisors, LLC 880.22%0.30%0.44%Q4 2021Q3 20238
Blue Owl Capital Holdings LP 881.39%4.18%9.27%Q4 2021Q3 20238
Bridgewater Associates 410.00%0.01%0.02%Q2 2013Q4 20188
Virtu KCG Holdings LLC 310.00%0.01%0.02%Q3 2013Q1 20178
Covestor Ltd 880.05%0.12%0.22%Q4 2021Q3 20238
Lake Point Wealth Management 530.00%0.01%0.08%Q4 2018Q2 20228
ANALYTIC INVESTORS, LLC 620.02%0.09%0.23%Q1 2014Q1 20168
FIL Ltd 880.00%0.00%0.00%Q3 2021Q2 20238
Sullivan, Bruyette, Speros & Blaney, LLC 440.01%0.02%0.04%Q1 2019Q1 20218
Raleigh Capital Management Inc. 880.01%0.01%0.02%Q4 2021Q3 20238
FIRST CITIZENS BANK & TRUST CO 710.00%0.01%0.01%Q3 2013Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 530.01%0.01%0.02%Q2 2013Q3 20238
Bell Investment Advisors, Inc 620.00%0.00%0.00%Q3 2021Q3 20238
RMB Capital Management, LLC 880.01%0.03%0.05%Q3 2018Q2 20208
PICTET ASSET MANAGEMENT SA 880.00%0.00%0.00%Q3 2021Q2 20238
Acorn Wealth Advisors, LLC 620.00%0.17%0.24%Q4 2017Q3 20238
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Carson Advisory Inc. 880.64%0.78%0.92%Q4 2021Q3 20238
Edgemoor Investment Advisors, Inc. 880.10%0.34%0.42%Q4 2021Q3 20238
Bullseye Investment Management, LLC 880.81%2.25%4.54%Q4 2021Q3 20238
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Absolute Return Capital, LLC 770.01%0.06%0.17%Q1 2014Q3 20157
FineMark National Bank & Trust 310.00%0.00%0.01%Q2 2013Q3 20237
Arete Wealth Advisors, LLC 410.02%0.03%0.04%Q3 2019Q3 20237
Caption Management, LLC 440.00%0.03%0.07%Q1 2022Q4 20227
Illinois Municipal Retirement Fund 610.01%0.02%0.04%Q3 2021Q3 20237
Gilman Hill Asset Management, LLC 770.07%0.09%0.10%Q4 2020Q2 20227
BARR E S & CO 610.02%0.03%0.03%Q4 2013Q2 20237
Corbenic Partners LLC 770.01%0.01%0.01%Q4 2020Q2 20227
BANK OF NOVA SCOTIA 310.00%0.01%0.02%Q4 2016Q1 20227
HAZLETT, BURT & WATSON, INC. 770.01%0.01%0.01%Q1 2022Q3 20237
LOOMIS SAYLES & CO L P 520.00%0.00%0.00%Q3 2020Q2 20227
ClariVest Asset Management LLC 770.00%0.00%0.01%Q4 2015Q2 20177
CenterStar Asset Management, LLC 110.01%0.07%0.27%Q3 2020Q4 20217
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GREAT LAKES ADVISORS, LLC 430.01%0.02%0.05%Q4 2016Q4 20227
Robbins Farley 520.01%0.01%0.01%Q4 2020Q3 20227
ARES MANAGEMENT LLC 410.02%0.10%0.15%Q3 2016Q1 20197
TUCKER ASSET MANAGEMENT LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Prospera Financial Services Inc 310.01%0.02%0.12%Q3 2014Q2 20237
GFS Advisors, LLC 610.04%0.08%0.17%Q4 2021Q3 20237
1620 INVESTMENT ADVISORS, INC. 770.72%0.81%0.94%Q4 2021Q2 20237
Omnia Family Wealth, LLC 610.00%0.01%0.01%Q4 2016Q1 20197
Atria Wealth Solutions, Inc. 770.01%0.01%0.02%Q1 2022Q3 20237
ASSET MANAGEMENT CORP /IL/ /ADV 520.29%0.35%0.64%Q4 2019Q1 20237
CHILTON CAPITAL MANAGEMENT LLC 310.00%0.01%0.01%Q2 2013Q3 20237
U.S. Capital Wealth Advisors, LLC 770.02%0.06%0.10%Q3 2021Q1 20237
EnTrust Global Partners Offshore LP 770.79%1.05%1.41%Q4 2017Q2 20197
Mariner, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
Hartford Financial Management Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
Sowell Financial Services LLC 770.00%0.01%0.02%Q3 2019Q1 20217
Interval Partners, LP 310.04%0.07%0.12%Q4 2016Q3 20237
Canal Capital Management, LLC 430.05%0.34%0.89%Q2 2019Q3 20237
Sawyer & Company, Inc 770.01%0.02%0.02%Q3 2021Q1 20237
Quantitative Systematic Strategies LLC 310.05%0.15%0.32%Q4 2013Q4 20207
Fieldpoint Private Securities, LLC 770.00%0.01%0.01%Q4 2020Q2 20227
MMBG INVESTMENT ADVISORS CO. 770.09%0.15%0.21%Q1 2022Q3 20237
Qube Research & Technologies Ltd 210.01%0.05%0.10%Q2 2018Q4 20217
Parkwood LLC 770.04%0.06%0.08%Q1 2015Q3 20167
Perennial Advisors, LLC 310.00%0.01%0.01%Q2 2018Q2 20217
Ellevest, Inc. 520.00%0.00%0.00%Q1 2021Q4 20227
GoalVest Advisory LLC 770.36%0.45%0.54%Q2 2022Q4 20237
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 510.01%0.05%0.06%Q3 2018Q1 20237
ALPHA WINDWARD LLC 610.01%0.06%0.31%Q3 2013Q1 20167
Squar Milner Financial Services LLC 520.01%0.03%0.04%Q2 2018Q1 20207
PEREGRINE CAPITAL MANAGEMENT LLC 770.00%0.00%0.00%Q4 2020Q2 20227
Round Table Services, LLC 610.07%0.09%0.13%Q1 2018Q4 20197
Good Harbor Financial, LLC 770.15%0.70%1.26%Q1 2014Q3 20157
Concorde Asset Management, LLC 520.18%0.65%1.72%Q3 2019Q1 20227
STONNINGTON GROUP, LLC 770.06%0.12%0.18%Q3 2021Q1 20237
LDR Capital Management LLC 770.23%0.56%0.94%Q1 2022Q3 20237
Natixis Investment Managers International 430.01%0.02%0.03%Q4 2016Q3 20187
DigitalBridge Group, Inc. 520.02%0.11%0.16%Q3 2021Q3 20237
JEPPSON WEALTH MANAGEMENT, LLC 610.04%0.15%0.22%Q3 2020Q3 20237
RAIFF PARTNERS INC 610.30%2.99%6.45%Q3 2015Q2 20177
JUPITER ASSET MANAGEMENT LTD 770.05%0.06%0.07%Q4 2020Q2 20227
Global Wealth Management Investment Advisory, Inc. 770.00%0.00%0.01%Q4 2018Q2 20207
BI Asset Management Fondsmaeglerselskab A/S 610.00%0.06%0.12%Q3 2019Q2 20217
INFRASTRUCTURE CAPITAL ADVISORS, LLC 610.01%0.03%0.06%Q1 2020Q2 20237
EDMOND DE ROTHSCHILD (SUISSE) S.A. 660.38%1.29%1.94%Q2 2015Q3 20166
Aviance Capital Partners, LLC 660.07%0.10%0.22%Q3 2015Q4 20166
Savior LLC 660.00%0.00%0.01%Q4 2020Q1 20226
CIBC BANK USA 410.03%0.04%0.09%Q2 2013Q1 20186
Meadow Creek Investment Management LLC 660.01%0.01%0.03%Q2 2018Q3 20196
SILVERCREST ASSET MANAGEMENT GROUP LLC 660.18%0.20%0.22%Q3 2014Q4 20156
TIAA, FSB 330.00%0.00%0.00%Q2 2017Q3 20216
CENTRAL BANK & TRUST CO 660.00%0.00%0.00%Q2 2016Q3 20176
Canton Hathaway, LLC 660.01%0.04%0.06%Q3 2018Q4 20196
Integrated Wealth Management 660.00%0.01%0.01%Q1 2015Q2 20166
KRS Capital Management, LLC 660.27%0.40%0.56%Q4 2021Q1 20236
Valeo Financial Advisors, LLC 510.00%0.00%0.00%Q2 2019Q4 20206
DARK FOREST CAPITAL MANAGEMENT LP 660.00%0.06%0.15%Q3 2021Q4 20226
Lee Financial Co 310.00%0.00%0.00%Q3 2017Q3 20216
LOEB PARTNERS CORP 510.09%0.56%0.84%Q2 2013Q2 20156
MAS Advisors LLC 660.21%0.33%0.46%Q4 2021Q1 20236
Financial Advocates Investment Management 330.01%0.02%0.02%Q1 2021Q3 20236
Horizon Investments, LLC 660.02%0.02%0.02%Q3 2015Q4 20166
GFG Capital, LLC 330.04%0.07%0.10%Q4 2020Q3 20236
Geneva Advisors, LLC 660.01%0.02%0.03%Q1 2016Q2 20176
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Arlington Capital Management, Inc. 660.97%2.46%8.68%Q3 2016Q4 20176
FOUNDERS FINANCIAL SECURITIES LLC 660.09%0.12%0.15%Q3 2015Q4 20166
FORTEM FINANCIAL GROUP, LLC 660.17%0.21%0.26%Q2 2022Q3 20236
Cresset Asset Management, LLC 420.00%0.01%0.02%Q4 2018Q3 20226
BURNHAM ASSET MANAGEMENT CORP /NY/ 510.04%0.05%0.06%Q2 2014Q4 20156
1919 Investment Counsel, LLC 660.00%0.00%0.01%Q2 2013Q3 20146
BOOTHBAY FUND MANAGEMENT, LLC 210.01%0.03%0.06%Q3 2016Q2 20236
FRANKLIN RESOURCES INC 660.00%0.00%0.01%Q2 2022Q3 20236
Live Your Vision, LLC 510.00%0.00%0.00%Q3 2015Q3 20176
Beech Hill Advisors, Inc. 660.10%0.15%0.22%Q3 2013Q4 20146
Paloma Partners Management Co 110.00%0.10%0.55%Q2 2013Q1 20206
Quad-Cities Investment Group, LLC 660.00%0.07%0.12%Q2 2018Q3 20196
Activest Wealth Management 510.00%0.00%0.00%Q1 2022Q3 20236
Engineers Gate Manager LP 410.01%0.02%0.02%Q2 2020Q1 20236
OPTIMUM INVESTMENT ADVISORS 330.01%0.01%0.02%Q3 2014Q2 20196
Bay Harbor Wealth Management, LLC 660.01%0.02%0.03%Q4 2018Q1 20206
Elkfork Partners LLC 660.01%0.01%0.03%Q2 2018Q3 20196
Neo Ivy Capital Management 210.11%0.30%0.64%Q4 2018Q3 20236
YorkBridge Wealth Partners, LLC 510.00%0.00%0.01%Q4 2017Q2 20196
BRADLEY FOSTER & SARGENT INC/CT 510.01%0.01%0.01%Q1 2020Q2 20226
Outlook Wealth Advisors, LLC 660.10%0.21%0.26%Q4 2018Q1 20206
TIVERTON ASSET MANAGEMENT LLC 660.05%0.09%0.13%Q2 2018Q3 20196
Rise Advisors, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Assured Investment Management LLC 420.01%0.05%0.10%Q4 2015Q1 20186
Marshall Wace North America L.P. 210.00%0.09%0.26%Q2 2013Q4 20206
Senator Investment Group LP 660.56%1.34%2.07%Q2 2013Q3 20146
WRAPMANAGER INC 660.10%0.10%0.11%Q3 2018Q4 20196
MCKINLEY CAPITAL MANAGEMENT LLC 660.20%0.28%0.36%Q2 2014Q3 20156
CSat Investment Advisory, L.P. 660.00%0.00%0.01%Q2 2019Q3 20206
Alyeska Investment Group, L.P. 510.05%0.16%0.37%Q1 2016Q2 20186
Ethic Inc. 420.01%0.02%0.02%Q4 2021Q3 20236
Destination Wealth Management 660.00%0.00%0.00%Q1 2018Q2 20196
SEEYOND 660.00%0.03%0.08%Q4 2018Q1 20206
CAMBRIDGE TRUST CO 410.00%0.00%0.02%Q4 2020Q1 20236
Legacy Financial Advisors, Inc. 660.01%0.01%0.02%Q4 2017Q1 20196
Rehmann Capital Advisory Group 660.00%0.00%0.00%Q1 2018Q2 20196
WealthBridge Capital Management, LLC 420.03%0.16%0.25%Q4 2018Q3 20236
Shamrock Asset Management LLC 660.00%0.01%0.02%Q1 2014Q2 20156
Parisi Gray Wealth Management 660.00%0.01%0.02%Q4 2017Q1 20196
Glen Harbor Capital Management LLC 660.01%0.02%0.04%Q2 2018Q3 20196
HRT FINANCIAL LP 210.01%0.03%0.06%Q4 2018Q3 20236
Tyers Asset Management LLC 660.01%0.01%0.03%Q2 2018Q3 20196
CAXTON ASSOCIATES LP 210.00%0.03%0.09%Q2 2013Q4 20226
MUNDER CAPITAL MANAGEMENT 660.00%0.00%0.00%Q2 2013Q3 20146
Phocas Financial Corp. 660.00%0.03%0.04%Q3 2017Q4 20186
Wealth Quarterback LLC 210.06%0.09%0.14%Q1 1987Q2 20236
Bridgeworth, LLC 420.12%0.13%0.15%Q1 2017Q4 20186
Visium Asset Management, LP 310.01%0.03%0.10%Q4 2013Q3 20156
BBR PARTNERS, LLC 660.02%0.03%0.03%Q2 2020Q3 20216
NN Investment Partners Holdings N.V. 510.00%0.01%0.01%Q2 2017Q1 20226
NEW ENGLAND SECURITIES CORP /MA/ 660.00%0.00%0.00%Q3 2013Q4 20146
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 310.01%0.20%0.40%Q1 2018Q4 20226
Sterling Investment Advisors, Ltd. 660.00%0.00%0.00%Q1 2018Q2 20196
ATLAS CAPITAL ADVISORS LLC 660.00%0.00%0.00%Q1 2021Q2 20226
I.G. INVESTMENT MANAGEMENT, LTD. 660.00%0.00%0.00%Q1 2015Q2 20166
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 660.00%0.02%0.11%Q3 2020Q4 20216
Spot Trading L.L.C 330.00%0.04%0.18%Q3 2016Q1 20176
Barings Real Estate Advisers LLC 660.44%0.59%0.84%Q2 2013Q3 20146
Connectus Wealth, LLC 660.21%0.26%0.35%Q2 2022Q3 20236
AM INVESTMENT STRATEGIES LLC 550.09%0.14%0.17%Q3 2021Q3 20225
CAPTRUST FINANCIAL ADVISORS 550.00%0.00%0.00%Q3 2022Q3 20235
Sunbelt Securities, Inc. 320.07%0.11%0.17%Q3 2019Q3 20235
TLP GROUP LLC 320.01%0.13%0.33%Q2 2016Q4 20175
Compagnie Lombard Odier SCmA 550.00%0.00%0.00%Q2 2019Q2 20205
Jupiter Investment Management Ltd 210.01%0.11%0.34%Q1 2014Q2 20205
Beacon Capital Management, LLC 550.00%0.00%0.00%Q1 2022Q1 20235
Cable Hill Partners, LLC 550.00%0.01%0.02%Q3 2016Q3 20175
Family Management Corp 551.26%1.73%1.88%Q1 2014Q1 20155
Ledyard National Bank 550.00%0.00%0.00%Q3 2014Q3 20155
Soros Fund Management 310.10%0.14%0.18%Q4 2013Q4 20155
Stelac Advisory Services LLC 550.06%0.10%0.14%Q3 2020Q3 20215
Total Clarity Wealth Management, Inc. 210.03%0.05%0.07%Q4 2019Q2 20225
Zullo Investment Group, Inc. 550.03%0.03%0.04%Q4 2021Q4 20225
KCM INVESTMENT ADVISORS LLC 550.01%0.03%0.05%Q4 2018Q4 20195
FJ Capital Management LLC 410.09%0.12%0.19%Q2 2020Q3 20225
Gideon Capital Advisors, Inc. 210.09%0.16%0.36%Q4 2013Q1 20195
Baker Avenue Asset Management, LP 210.00%0.02%0.05%Q3 2013Q3 20235
High Net Worth Advisory Group LLC 550.00%0.01%0.01%Q4 2021Q4 20225
MACKAY SHIELDS LLC 210.00%0.02%0.04%Q1 2018Q4 20205
Northern Right Capital Management, L.P. 410.82%2.41%3.89%Q1 2018Q4 20195
Red Door Wealth Management, LLC 210.07%0.09%0.13%Q1 2020Q3 20235
CI Global Investments Inc. 550.02%0.03%0.04%Q2 2013Q2 20145
TRUST & FIDUCIARY MANAGEMENT SERVICES INC 554.55%4.80%5.02%Q4 2014Q4 20155
Neuberger Berman Canada ULC 210.04%0.09%0.20%Q1 2014Q3 20175
Forward Management, LLC 310.04%0.15%0.53%Q2 2013Q1 20205
Sound Income Strategies, LLC 210.00%0.00%0.01%Q2 2018Q3 20235
Acrospire Investment Management LLC 550.02%0.05%0.09%Q1 2016Q1 20175
WOODMONT INVESTMENT COUNSEL LLC 410.00%0.00%0.01%Q2 2015Q3 20165
WOLVERINE ASSET MANAGEMENT LLC 410.00%0.01%0.01%Q2 2013Q3 20145
FIRST HAWAIIAN BANK 410.01%0.01%0.01%Q3 2018Q4 20195
Intercontinental Wealth Advisors, LLC 310.06%0.06%0.07%Q3 2020Q3 20225
Arden Trust Co 410.00%0.18%0.35%Q1 2020Q4 20235
Northside Capital Management, LLC 550.06%0.10%0.14%Q1 2017Q1 20185
Bellwether Advisors, LLC 550.00%0.00%0.00%Q1 2022Q1 20235
KCS Wealth Advisory 550.32%0.41%0.46%Q4 2017Q4 20185
Avalon Investment & Advisory 550.01%0.01%0.02%Q1 2015Q1 20165
TB Alternative Assets Ltd. 550.84%1.09%1.33%Q2 2020Q2 20215
Kingsview Wealth Management, LLC 550.01%0.01%0.02%Q3 2022Q3 20235
PICTET ASSET MANAGEMENT LTD 550.00%0.00%0.00%Q2 2020Q2 20215
Gratus Capital, LLC 550.99%1.07%1.24%Q4 2014Q4 20155
EverSource Wealth Advisors, LLC 550.01%0.01%0.02%Q3 2022Q3 20235
SPOT TRADING L.L.C. 220.00%0.02%0.08%Q2 2017Q3 20175
PUBLIC SECTOR PENSION INVESTMENT BOARD 550.01%0.02%0.06%Q4 2019Q4 20205
Sugarloaf Wealth Management, LLC 550.00%0.01%0.01%Q2 2022Q2 20235
AMERICAN ASSET MANAGEMENT INC. 550.16%0.19%0.21%Q4 2018Q4 20195
Deer Park Road Corp 550.07%0.35%0.70%Q1 2022Q1 20235
EAGLE ASSET MANAGEMENT INC 550.01%0.02%0.06%Q2 2013Q2 20145
Ten Capital Wealth Advisors, LLC 550.00%0.00%0.00%Q1 2022Q1 20235
BARRETT & COMPANY, INC. 550.00%0.00%0.01%Q3 2022Q3 20235
JACOBS LEVY EQUITY MANAGEMENT, INC 410.02%0.04%0.07%Q2 2014Q1 20165
XTX Topco Ltd 550.06%0.12%0.18%Q1 2022Q1 20235
Stux Capital Management, LLC 550.02%0.03%0.04%Q2 2013Q2 20145
Centiva Capital, LP 220.01%0.24%0.56%Q1 2021Q2 20235
NewEdge Advisors, LLC 410.00%0.01%0.01%Q2 2017Q3 20235
RESOURCE AMERICA, INC. 553.68%4.97%5.98%Q1 2019Q1 20205
Ergoteles LLC 110.01%0.02%0.03%Q3 2020Q2 20234
GLG LLC 440.07%0.17%0.26%Q1 2014Q4 20144
Corient Private Wealth LLC 440.01%0.01%0.01%Q4 2022Q3 20234
JBF Capital, Inc. 440.16%0.52%1.56%Q1 2014Q4 20144
London & Capital Asset Management Ltd 310.02%0.03%0.04%Q1 2021Q1 20224
M Holdings Securities, Inc. 310.02%0.05%0.13%Q4 2017Q3 20224
IBEX WEALTH ADVISORS 441.01%1.21%1.31%Q4 2021Q3 20224
Dakota Wealth Management 440.21%0.21%0.22%Q1 2019Q4 20194
ZWJ INVESTMENT COUNSEL INC 440.02%0.03%0.03%Q1 2017Q4 20174
AVIVA PLC 440.00%0.00%0.01%Q1 2021Q4 20214
TWINBEECH CAPITAL LP 310.04%0.05%0.06%Q2 2020Q4 20224
MACROVIEW INVESTMENT MANAGEMENT LLC 440.02%0.03%0.04%Q4 2022Q3 20234
Fiera Capital Corp 440.01%0.01%0.01%Q1 2016Q4 20164
CASCADE INVESTMENT GROUP, INC. 440.19%0.20%0.20%Q4 2022Q3 20234
Selective Wealth Management, Inc. 310.02%0.05%0.08%Q3 2018Q3 20224
DFPG INVESTMENTS, LLC 440.08%0.11%0.18%Q4 2022Q3 20234
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 310.07%0.21%0.39%Q3 2017Q1 20204
Teza Capital Management LLC 310.05%0.23%0.34%Q3 2018Q2 20214
HighPoint Advisor Group LLC 220.03%0.20%0.38%Q1 2015Q3 20194
FOX RUN MANAGEMENT, L.L.C. 110.11%0.17%0.31%Q4 2017Q3 20224
LAKE STREET FINANCIAL LLC 310.23%0.41%0.48%Q1 2022Q3 20234
Tarbox Family Office, Inc. 310.00%0.00%0.00%Q2 2019Q2 20204
Voya Financial Advisors, Inc. 440.01%0.01%0.02%Q2 2019Q1 20204
Portfolio Strategies, Inc. 440.01%0.01%0.01%Q4 2017Q3 20184
DEERE & CO 310.01%0.02%0.03%Q3 2014Q3 20164
Concord Wealth Partners 310.00%0.00%0.00%Q4 2021Q4 20224
Register Financial Advisors LLC 440.37%0.58%0.73%Q4 2022Q3 20234
SHAPIRO ROBERT N 440.00%0.01%0.01%Q1 2014Q4 20144
NAVELLIER & ASSOCIATES INC 310.04%0.04%0.04%Q4 2021Q1 20234
RAMSEY QUANTITATIVE SYSTEMS 210.24%0.56%0.83%Q2 2016Q4 20174
Tanglewood Legacy Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
GREENLEAF TRUST 220.00%0.01%0.01%Q4 2017Q1 20224
Columbia Pacific Advisors, LLC 310.22%0.58%1.02%Q1 2015Q2 20164
ADVANCE CAPITAL I INC 210.17%0.34%0.52%Q4 2014Q2 20164
Householder Group Estate & Retirement Specialist, LLC 310.00%0.01%0.01%Q3 2022Q3 20234
RED CEDAR INVESTMENT MANAGEMENT, LLC 220.04%0.06%0.06%Q4 2020Q4 20214
COMMONWEALTH BANK OF AUSTRALIA 440.01%0.01%0.01%Q3 2018Q2 20194
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 440.02%0.03%0.03%Q1 2019Q4 20194
REILLY FINANCIAL ADVISORS, LLC 210.00%0.00%0.00%Q2 2018Q4 20214
Li Winifred I 440.08%0.14%0.20%Q1 2014Q4 20144
LEVEL FOUR ADVISORY SERVICES, LLC 440.03%0.04%0.04%Q4 2022Q3 20234
AXS Investments LLC 220.05%0.29%0.71%Q2 2022Q3 20234
XPONANCE, INC. 440.00%0.01%0.01%Q4 2022Q3 20234
Hilltop Holdings Inc. 310.04%0.05%0.05%Q3 2018Q4 20194
Community Bank, N.A. 440.00%0.00%0.00%Q4 2017Q3 20184
Granite Investment Partners, LLC 440.01%0.01%0.01%Q2 2021Q1 20224
FIRST COMMUNITY TRUST NA 440.01%0.02%0.02%Q4 2021Q3 20224
Ignite Planners, LLC 440.06%0.09%0.11%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
ACG Wealth 310.04%0.05%0.06%Q1 2017Q1 20184
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC 440.11%0.82%2.05%Q4 2013Q3 20144
Semmax Financial Advisors Inc. 310.00%0.01%0.03%Q4 2018Q3 20234
Minot Wealth Management LLC 310.05%0.07%0.10%Q4 2019Q3 20214
Adams Asset Advisors, LLC 440.13%0.26%0.36%Q4 2022Q3 20234
Lebenthal Global Advisors, LLC 310.05%0.13%0.19%Q4 2020Q4 20214
ROOSEVELT INVESTMENT GROUP LLC 440.02%0.02%0.02%Q4 2021Q3 20224
INSIGNEO ADVISORY SERVICES, LLC 440.08%0.09%0.10%Q4 2022Q3 20234
StoneX Group Inc. 210.04%0.08%0.13%Q2 2017Q2 20214
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 440.47%0.86%1.08%Q1 2019Q4 20194
Tevis Investment Management 440.02%0.02%0.02%Q4 2021Q3 20224
Hexagon Capital Partners LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Monarch Partners Asset Management LLC 310.47%0.63%0.83%Q4 2013Q2 20204
Next Capital Management LLC 440.05%0.11%0.16%Q4 2018Q3 20194
US FINANCIAL ADVISORS, LLC 440.06%0.09%0.11%Q1 2021Q4 20214
Disciplined Investments, LLC 440.01%0.01%0.02%Q3 2021Q2 20224
Cercano Management LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Western Wealth Management, LLC 440.04%0.04%0.06%Q4 2019Q3 20204
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 210.00%0.01%0.01%Q4 2020Q1 20224
FIDUCIARY SERVICES CORP/GA 440.08%0.10%0.13%Q2 2013Q1 20144
Elmwood Wealth Management, Inc. 310.00%0.01%0.02%Q1 2018Q1 20204
BEACON FINANCIAL GROUP 440.06%0.09%0.12%Q1 2014Q4 20144
WealthPLAN Partners, LLC 210.00%0.09%0.28%Q4 2015Q1 20174
Trifecta Capital Advisors, LLC 440.02%0.02%0.03%Q4 2022Q3 20234
Quantamental Technologies LLC 210.03%0.13%0.26%Q3 2019Q2 20234
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
Beacon Pointe Advisors, LLC 310.00%0.01%0.01%Q1 2022Q3 20234
NORTHPOINTE CAPITAL LLC 440.06%0.18%0.32%Q1 2014Q4 20144
Capital Investment Advisory Services, LLC 440.01%0.01%0.02%Q4 2018Q3 20194
Beck Bode, LLC 440.21%0.22%0.25%Q2 2022Q1 20234
Highstreet Asset Management Inc. 310.03%0.25%0.39%Q1 2015Q4 20194
Avior Wealth Management, LLC 310.00%0.00%0.00%Q2 2021Q3 20234
BRISTOL JOHN W & CO INC /NY/ 440.01%0.01%0.01%Q1 2018Q4 20184
DERBY & COMPANY, INC 440.06%0.10%0.13%Q4 2020Q3 20214
Palogic Value Management, L.P. 440.11%0.21%0.28%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.00%0.00%0.00%Q4 2022Q3 20234
Banco de Sabadell, S.A 220.06%0.07%0.10%Q4 2017Q1 20194
Strategic Investment Advisors / MI 440.06%0.10%0.12%Q2 2019Q1 20204
PDT Partners, LLC 210.03%0.05%0.09%Q2 2013Q3 20154
BlueCrest Capital Management Ltd 110.02%0.07%0.21%Q1 2016Q2 20234
Beverly Hills Private Wealth, LLC 440.05%0.08%0.10%Q4 2022Q3 20234
WFA of San Diego, LLC 210.01%0.01%0.02%Q2 2022Q3 20234
Bleakley Financial Group, LLC 440.08%0.09%0.10%Q4 2022Q3 20234
WealthTrust-Arizona, LLC 440.00%0.00%0.00%Q2 2013Q1 20144
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q2 2016Q3 20224
Louisiana State Employees Retirement System 330.04%0.04%0.04%Q1 2023Q3 20233
Cornerstone Planning Group LLC 210.00%0.01%0.01%Q4 2022Q3 20233
Apriem Advisors 110.00%0.00%0.01%Q4 2015Q2 20183
Redhawk Wealth Advisors, Inc. 210.06%0.07%0.10%Q3 2021Q3 20223
Benchmark Capital Advisors 330.49%0.53%0.59%Q2 2013Q4 20133
ICA Group Wealth Management, LLC 330.00%0.00%0.01%Q4 2022Q2 20233
Perella Weinberg Partners Capital Management LP 330.14%0.43%0.65%Q1 2017Q3 20173
Magnetar Financial LLC 110.00%0.01%0.02%Q3 2013Q3 20193
Requisite Capital Management, LLC 330.16%0.17%0.18%Q4 2018Q2 20193
STATE OF MICHIGAN RETIREMENT SYSTEM 330.01%0.01%0.01%Q1 2023Q3 20233
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 210.00%0.01%0.04%Q1 2017Q2 20203
Pictet North America Advisors SA 330.08%0.09%0.09%Q2 2022Q4 20223
ADVENT CAPITAL MANAGEMENT /DE/ 110.00%0.01%0.02%Q1 2016Q1 20233
Brown University 330.66%1.01%1.19%Q3 2021Q1 20223
TIAA CREF TRUST CO FSB/MO 330.00%0.00%0.01%Q3 2016Q1 20173
COMMERZBANK AKTIENGESELLSCHAFT /FI 330.00%0.02%0.04%Q4 2013Q2 20143
TIEDEMANN ADVISORS, LLC 330.21%0.23%0.25%Q1 2020Q3 20203
BREITER CAPITAL MANAGEMENT INC 331.17%1.48%1.85%Q3 2021Q1 20223
Prime Capital Investment Advisors, LLC 210.01%0.01%0.01%Q4 2018Q3 20233
AGF INVESTMENTS INC. 330.00%0.00%0.00%Q1 2020Q3 20203
EQUITEC SPECIALISTS, LLC 220.03%0.05%0.09%Q3 2015Q4 20153
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 330.03%0.03%0.04%Q1 2023Q3 20233
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 330.01%0.01%0.02%Q1 2023Q3 20233
CULLEN/FROST BANKERS, INC. 210.00%0.00%0.00%Q1 2019Q4 20193
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 330.02%0.02%0.02%Q1 2023Q3 20233
MIZUHO SECURITIES USA LLC 110.01%0.02%0.02%Q1 2022Q3 20223
D. SCOTT NEAL, INC. 330.00%0.00%0.00%Q1 2016Q3 20163
PROFFITT & GOODSON INC 330.01%0.01%0.02%Q4 2020Q2 20213
SAC Capital Advisors LP 330.01%0.03%0.06%Q2 2013Q4 20133
Coppell Advisory Solutions LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Leucadia National 220.00%0.01%0.01%Q2 2023Q3 20233
MARINER INDEPENDENT ADVISOR NETWORK, LLC 210.01%0.02%0.02%Q2 2019Q3 20223
Orion Portfolio Solutions, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
AIGEN INVESTMENT MANAGEMENT, LP 210.04%0.13%0.26%Q1 2020Q4 20223
Crewe Advisors LLC 330.00%0.00%0.00%Q2 2022Q4 20223
Financial Gravity Companies, Inc. 210.01%0.03%0.05%Q4 2017Q4 20183
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.03%0.04%0.05%Q4 2017Q3 20183
Koshinski Asset Management, Inc. 330.01%0.01%0.01%Q3 2021Q1 20223
Spearhead Capital Advisors, LLC 330.08%0.19%0.40%Q1 2022Q3 20223
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
FARMERS & MERCHANTS INVESTMENTS INC 330.00%0.00%0.00%Q1 2023Q3 20233
CR Intrinsic Investors, LLC 330.09%0.11%0.15%Q2 2013Q4 20133
TEXAS PERMANENT SCHOOL FUND CORP 330.05%0.05%0.05%Q1 2023Q3 20233
Certified Advisory Corp 210.00%0.00%0.00%Q1 2020Q1 20213
Bartlett & Co. LLC 210.00%0.04%0.08%Q3 2019Q2 20203
Essex Savings Bank 330.01%0.01%0.01%Q4 2018Q2 20193
Mount Yale Investment Advisors, LLC 330.01%0.01%0.01%Q1 2018Q3 20183
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 330.00%0.00%0.01%Q1 2023Q3 20233
BRASADA CAPITAL MANAGEMENT, LP 330.00%0.00%0.00%Q4 2017Q2 20183
Psagot Value Holdings Ltd. 330.01%0.01%0.01%Q3 2013Q1 20143
Philadelphia Financial Management of San Francisco, LLC 331.81%3.03%3.74%Q2 2013Q4 20133
GLG INC. 330.36%0.40%0.44%Q2 2013Q4 20133
Vectors Research Management, LLC 330.00%0.00%0.01%Q3 2019Q1 20203
ASSOCIATED BANC-CORP 330.00%0.00%0.00%Q2 2020Q4 20203
EVERGREEN CAPITAL MANAGEMENT LLC 330.01%0.01%0.01%Q1 2023Q3 20233
HANCOCK WHITNEY CORP 110.01%0.01%0.01%Q4 2013Q1 20203
Oakworth Capital, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
ALLSTATE CORP 330.03%0.03%0.04%Q2 2019Q4 20193
Baystate Wealth Management LLC 330.00%0.00%0.00%Q1 2023Q3 20233
SFMG, LLC 210.02%0.02%0.02%Q2 2021Q1 20223
Atria Investments, Inc 330.01%0.01%0.01%Q2 2019Q4 20193
STEEL GROVE CAPITAL ADVISORS, LLC 330.05%0.05%0.06%Q1 2015Q3 20153
Horan Securities, Inc. 210.00%0.00%0.00%Q1 2020Q2 20233
Greytown Advisors Inc. 210.09%0.11%0.13%Q1 2022Q2 20233
Capital Bank & Trust Co 330.00%0.00%0.00%Q3 2017Q1 20183
CAPSTONE ASSET MANAGEMENT CO 330.01%0.01%0.01%Q2 2013Q4 20133
Capitolis Advisors LLC 330.13%0.16%0.19%Q2 2021Q4 20213
Grantham, Mayo, Van Otterloo & Co. LLC 330.00%0.00%0.00%Q2 2013Q4 20133
Invictus RG Pte. Ltd. 110.02%0.04%0.08%Q2 2013Q4 20143
Seawolf Capital, LLC 111.33%1.48%1.62%Q2 2013Q2 20163
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 110.01%0.02%0.03%Q2 2013Q1 20193
BANQUE PICTET & CIE SA 330.01%0.01%0.01%Q2 2022Q4 20223
BTC Capital Management, Inc. 330.05%0.06%0.06%Q4 2020Q2 20213
CITIZENS FINANCIAL GROUP INC/RI 210.00%0.00%0.00%Q4 2015Q1 20173
ADVISOR PARTNERS II, LLC 330.03%0.06%0.09%Q1 2023Q3 20233
Quarry LP 210.00%0.01%0.01%Q4 2022Q3 20233
DUPONT CAPITAL MANAGEMENT CORP 330.04%0.08%0.11%Q2 2013Q4 20133
BB&T INVESTMENT SERVICES, INC. 210.00%0.00%0.00%Q1 2017Q4 20173
RESOURCES MANAGEMENT CORP /CT/ /ADV 330.00%0.01%0.02%Q1 2023Q3 20233
Brookfield Asset Management 330.01%0.01%0.01%Q2 2020Q4 20203
Laurion Capital Management LP 210.00%0.04%0.06%Q2 2015Q4 20173
Advisors Preferred, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Nationwide Fund Advisors 210.00%0.00%0.01%Q2 2013Q1 20163
Laurel Wealth Advisors LLC 330.00%0.00%0.00%Q4 2020Q2 20213
Empire Financial Management Company, LLC 330.09%0.10%0.10%Q1 2023Q3 20233
Capital Wealth Planning, LLC 210.01%0.02%0.03%Q2 2019Q1 20203
Nine Chapters Capital Management LLC 210.08%0.23%0.31%Q2 2013Q2 20153
CenterStar Fund, LLC 110.01%0.14%0.38%Q4 2016Q4 20163
Sargent Bickham Lagudis LLC 210.00%0.00%0.00%Q4 2019Q4 20223
Lombard Odier Asset Management (Europe) Ltd 210.17%0.28%0.47%Q2 2020Q1 20233
TBH Global Asset Management, LLC 330.09%0.09%0.09%Q1 2023Q3 20233
Retirement Systems of Alabama 330.03%0.04%0.04%Q1 2023Q3 20233
HIGHLAND CAPITAL MANAGEMENT LP 330.02%0.02%0.02%Q2 2018Q4 20183
ALPHASIMPLEX GROUP, LLC 330.13%0.17%0.19%Q1 2019Q3 20193
Hillsdale Investment Management Inc. 210.04%0.09%0.13%Q4 2013Q3 20153
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 330.05%0.05%0.05%Q1 2023Q3 20233
Glass Jacobson Investment Advisors llc 210.01%0.01%0.01%Q4 2022Q3 20233
CastleKnight Management LP 330.03%0.03%0.03%Q4 2022Q2 20233
Spouting Rock Asset Management, LLC 330.60%0.65%0.76%Q1 2022Q3 20223
FORA Capital, LLC 210.05%0.09%0.16%Q4 2019Q2 20213
San Luis Wealth Advisors LLC 110.08%0.21%0.34%Q4 2020Q1 20222
Oak Thistle LLC 110.22%0.34%0.46%Q1 2022Q1 20232
MARIETTA INVESTMENT PARTNERS LLC 220.13%0.13%0.13%Q3 2016Q4 20162
Northwest Capital Management Inc 220.02%0.03%0.03%Q2 2023Q3 20232
Zweig-DiMenna Associates LLC 220.82%0.84%0.85%Q2 2013Q3 20132
Graticule Asia Macro Advisors LLC 220.28%0.51%0.74%Q1 2019Q2 20192
COMERICA SECURITIES,INC. 110.14%0.20%0.25%Q1 2019Q3 20192
DoubleLine ETF Adviser LP 220.12%0.12%0.13%Q4 2022Q1 20232
Sterling Manor Financial, LLC 220.23%0.26%0.30%Q2 2021Q3 20212
JET CAPITAL INVESTORS L P 111.38%1.44%1.51%Q1 2015Q1 20152
TURNER INVESTMENTS LLC 220.04%0.05%0.06%Q1 2014Q2 20142
WAYCROSS PARTNERS, LLC 220.07%0.09%0.10%Q2 2023Q3 20232
Pine River Capital Management L.P. 110.01%0.14%0.27%Q3 2013Q1 20162
MARINO, STRAM & ASSOCIATES LLC 220.00%0.00%0.00%Q4 2017Q1 20182
ADAR Investment Management LP 222.94%5.26%7.58%Q2 2014Q3 20142
JUMP TRADING, LLC 220.01%0.01%0.02%Q2 2019Q3 20192
Invictus RG 220.38%0.48%0.58%Q1 2016Q2 20162
Quadrature Capital Ltd 110.03%0.06%0.08%Q2 2017Q4 20202
Icon Wealth Advisors, LLC 220.03%0.03%0.03%Q3 2022Q4 20222
Locust Wood Capital Advisers 110.13%0.82%1.50%Q2 2013Q4 20132
LAZARI CAPITAL MANAGEMENT, INC. 220.14%0.15%0.15%Q2 2023Q3 20232
Elequin Capital, LP 220.00%0.00%0.00%Q1 2022Q2 20222
Loeb Offshore Management LP 220.29%0.42%0.56%Q4 2013Q1 20142
Inspire Advisors, LLC 110.02%0.06%0.10%Q4 2020Q3 20212
TOTH FINANCIAL ADVISORY CORP 110.00%0.00%0.00%Q1 2022Q2 20232
LEO BROKERAGE, LLC 220.04%0.05%0.05%Q1 2023Q2 20232
Orion Capital Management LLC 110.01%0.01%0.01%Q1 2023Q3 20232
Cornerstone Advisors, Inc. 220.00%0.00%0.00%Q1 2019Q2 20192
CASTLE WEALTH MANAGEMENT LLC 220.01%0.01%0.01%Q2 2022Q3 20222
Tradewinds, LLC. 110.24%1.25%2.26%Q2 2022Q3 20232
Princeton Alpha Management LP 110.11%0.15%0.20%Q2 2015Q4 20152
Belmont Global Advisors, Inc. 220.22%0.24%0.25%Q4 2013Q1 20142
SILVERBACK ASSET MANAGEMENT LLC 220.05%0.07%0.08%Q1 2014Q2 20142
PZENA INVESTMENT MANAGEMENT LLC 220.00%0.00%0.00%Q3 2019Q4 20192
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
STIFEL NICOLAUS & CO INC \MO\ 220.09%0.09%0.10%Q2 2013Q3 20132
NORDEA INVESTMENT MANAGEMENT AB 220.00%0.00%0.00%Q4 2018Q1 20192
BANK OF NOVA SCOTIA TRUST CO 110.01%0.01%0.01%Q3 2015Q3 20172
GRS Advisors, LLC 220.67%0.76%0.85%Q2 2013Q3 20132
Sicart Associates LLC 220.04%0.05%0.05%Q1 2020Q2 20202
Venture Visionary Partners LLC 220.01%0.01%0.01%Q1 2022Q2 20222
Monashee Investment Management LLC 110.45%1.03%1.60%Q4 2016Q4 20212
Avantax Planning Partners, Inc. 110.00%0.01%0.01%Q1 2018Q3 20182
V Wealth Advisors LLC 220.08%0.08%0.08%Q2 2022Q3 20222
PFS INVESTMENTS INC. 220.01%0.01%0.01%Q4 2019Q1 20202
Swaine & Leidel Wealth Services, LLC 221.62%2.21%2.79%Q4 2020Q1 20212
Corvex Management LP 220.31%0.72%1.12%Q3 2013Q4 20132
VERUS CAPITAL PARTNERS, LLC 220.00%0.01%0.01%Q4 2019Q1 20202
Maven Securities LTD 110.01%0.02%0.02%Q4 2021Q4 20222
WRIGHT INVESTORS SERVICE INC 220.09%0.09%0.09%Q1 2017Q2 20172
WMS Partners, LLC 222.38%2.40%2.42%Q2 2013Q3 20132
SYMMETRY PEAK MANAGEMENT LLC 220.25%0.35%0.45%Q4 2022Q1 20232
NORTHERN TRUST CO OF CONNECTICUT 220.03%0.03%0.03%Q2 2013Q3 20132
Gyon Technologies Capital Management, LP 110.08%0.09%0.10%Q4 2021Q2 20222
Golden State Equity Partners 220.12%0.12%0.12%Q2 2021Q3 20212
BerganKDV Wealth Management, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Financial Management Professionals, Inc. 220.00%0.00%0.00%Q1 2022Q2 20222
Jane Street Holding, LLC 220.00%0.04%0.08%Q2 2013Q3 20132
BLUEFIN CAPITAL MANAGEMENT, LLC 110.00%0.01%0.01%Q3 2020Q3 20202
Sorin Capital Management LLC 220.18%0.20%0.22%Q2 2018Q3 20182
Index Management Solutions, LLC 110.00%0.07%0.14%Q1 2014Q2 20152
Crossmark Global Holdings, Inc. 220.00%0.00%0.01%Q2 2023Q3 20232
MRA Advisory Group 220.18%0.19%0.20%Q1 2023Q2 20232
COWEN INC. 220.03%0.04%0.05%Q1 2015Q2 20152
Lloyd Advisory Services, LLC. 220.01%0.02%0.03%Q4 2019Q1 20202
BOSTON ADVISORS LLC 220.14%0.14%0.14%Q2 2016Q3 20162
Farmers National Bank 220.00%0.00%0.00%Q1 2019Q2 20192
Edmond de Rothschild (Europe) 220.06%0.06%0.07%Q2 2015Q3 20152
Parametrica Management Ltd 110.58%4.12%7.66%Q2 2013Q1 20202
Vivaldi Capital Management LP 220.05%0.05%0.05%Q3 2022Q4 20222
Premier Fund Managers Ltd 221.62%1.68%1.73%Q4 2015Q1 20162
Eagle Bay Advisors LLC 220.00%0.00%0.00%Q3 2021Q4 20212
AlphaCentric Advisors LLC 221.18%1.20%1.22%Q3 2022Q4 20222
PRW Wealth Management LLC 220.03%0.03%0.04%Q4 2018Q1 20192
Alpha DNA Investment Management LLC 220.01%0.01%0.01%Q4 2020Q1 20212
GAM Holding AG 220.00%0.00%0.00%Q3 2016Q4 20162
RESOURCE CONSULTING GROUP INC 220.11%0.11%0.12%Q2 2023Q3 20232
Brookfield Public Securities Group LLC 220.00%0.00%0.00%Q3 2019Q4 20192
Tradeworx Inc. 220.18%0.58%0.98%Q2 2014Q3 20142
JMAC ENTERPRISES LLC 220.05%0.05%0.05%Q4 2021Q1 20222
ELEMENT CAPITAL MANAGEMENT LLC 110.10%1.11%2.12%Q1 2017Q2 20232
Golden State Wealth Management, LLC 110.00%0.02%0.03%Q3 2019Q1 20202
Beacon Capital Management, Inc. 220.00%0.00%0.00%Q1 2016Q2 20162
WFG Advisors, LP 220.00%0.00%0.00%Q3 2015Q4 20152
GTS SECURITIES LLC 110.00%0.00%0.01%Q3 2023Q3 20232
SUN LIFE FINANCIAL INC 220.00%0.00%0.01%Q4 2021Q1 20222
Partnervest Advisory Services LLC 220.25%0.28%0.32%Q3 2019Q4 20192
ORG Partners LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Cypress Capital, LLC 220.04%0.04%0.04%Q4 2021Q1 20222
Camarda Financial Advisors, LLC 110.01%0.01%0.01%Q2 2013Q4 20142
State of Tennessee, Treasury Department 220.01%0.01%0.01%Q2 2023Q3 20232
Integrated Advisors Network LLC 220.02%0.02%0.02%Q3 2022Q4 20222
Seelaus Asset Management LLC 220.13%0.14%0.15%Q4 2021Q1 20222
Avion Wealth 220.00%0.00%0.00%Q2 2023Q3 20232
Cordasco Financial Network 220.01%0.01%0.01%Q4 2018Q1 20192
Ridgewood Investments LLC 220.00%0.00%0.00%Q1 2023Q2 20232
IVORY INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q1 2016Q3 20162
Checchi Capital Advisers, LLC 220.01%0.02%0.02%Q1 2016Q2 20162
DUALITY ADVISERS, LP 110.08%0.17%0.25%Q3 2021Q3 20232
Prestige Wealth Management Group LLC 110.00%0.00%0.00%Q4 2018Q1 20202
Emerald Acquisition Ltd. 220.03%0.03%0.04%Q2 2016Q3 20162
Avestar Capital, LLC 220.04%0.05%0.07%Q1 2021Q2 20212
Pinion Investment Advisors, LLC 220.15%0.16%0.17%Q2 2023Q3 20232
Gradient Investments LLC 110.00%0.00%0.00%Q1 2020Q3 20232
Skaana Management L.P. 110.04%0.09%0.14%Q4 2022Q4 20222
W.G. Shaheen & Associates DBA Whitney & Co 220.01%0.01%0.01%Q2 2018Q3 20182
IMA Wealth, Inc. 110.00%0.04%0.07%Q1 2016Q2 20182
OMERS ADMINISTRATION Corp 220.18%0.19%0.20%Q1 2016Q2 20162
Copper Rock Capital Partners, LLC 220.01%0.01%0.01%Q2 2013Q3 20132
Garde Capital, Inc. 220.08%0.08%0.09%Q1 2015Q2 20152
25 LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Carnick & Kubik, LLC 110.00%0.52%1.03%Q2 2013Q4 20132
Bristlecone Advisors, LLC 110.05%0.05%0.06%Q2 2019Q4 20192
KOCH INDUSTRIES INC 220.03%0.04%0.06%Q4 2017Q1 20182
TFO Wealth Partners, LLC 110.00%0.01%0.01%Q2 2020Q4 20202
CAPSTONE INVESTMENT ADVISORS, LLC 220.18%0.21%0.24%Q4 2013Q1 20142
Balentine LLC 110.00%0.01%0.01%Q2 2020Q2 20222
TFS CAPITAL LLC 110.01%0.05%0.10%Q2 2013Q1 20142
AMERICAFIRST CAPITAL MANAGEMENT, LLC 220.55%0.56%0.58%Q2 2017Q3 20172
Valley Brook Capital Group, Inc. 220.07%0.07%0.08%Q4 2020Q1 20212
Moisand Fitzgerald Tamayo, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Fortitude Advisory Group L.L.C. 220.01%0.01%0.01%Q4 2021Q1 20222
QUALCOMM INC/DE 220.32%0.77%1.23%Q4 2014Q1 20152
Moab Capital Partners 224.71%7.17%9.62%Q4 2013Q1 20142
EMERALD MUTUAL FUND ADVISERS TRUST 220.02%0.02%0.02%Q2 2020Q3 20202
AMP Capital Investors Ltd 110.00%0.00%0.01%Q2 2013Q1 20172
HERITAGE WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2022Q4 20222
MOTCO 110.00%0.00%0.00%Q3 2017Q1 20222
C M BIDWELL & ASSOCIATES LTD 220.00%0.00%0.00%Q2 2017Q3 20172
Alpine Global Management, LLC 110.00%0.05%0.09%Q2 2015Q1 20172
Casablanca Capital LP 221.95%1.98%2.00%Q4 2013Q1 20142
Future Financial Wealth Managment LLC 220.04%0.04%0.04%Q4 2021Q1 20222
Rockbridge Investment Management, LCC 220.01%0.01%0.01%Q2 2020Q3 20202
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.01%0.05%0.10%Q2 2018Q4 20222
CAPITAL GUARDIAN TRUST CO 220.00%0.00%0.00%Q3 2015Q4 20152
BASSO CAPITAL MANAGEMENT, L.P. 220.00%0.16%0.32%Q4 2015Q1 20162
Donoghue Forlines LLC 220.07%0.11%0.15%Q3 2022Q4 20222
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 110.00%0.00%0.01%Q1 2018Q4 20192
Riverview Trust Co 220.01%0.01%0.01%Q4 2022Q1 20232
Vestcor Inc 220.01%0.02%0.03%Q4 2019Q1 20202
Vident Investment Advisory, LLC 220.01%0.01%0.01%Q4 2017Q1 20182
TD Waterhouse Canada Inc. 110.00%0.00%0.00%Q4 2022Q3 20232
AQR Arbitrage LLC 110.00%0.00%0.00%Q2 2018Q4 20182
AKANTHOS CAPITAL MANAGEMENT LLC 221.40%2.25%3.09%Q2 2013Q3 20132
Inspire Investing, LLC 110.02%0.04%0.06%Q1 2020Q3 20212
CALDWELL SUTTER CAPITAL, INC. 220.00%0.00%0.00%Q2 2023Q3 20232
Laidlaw Wealth Management LLC 220.05%0.08%0.10%Q4 2020Q1 20212
1776 Wealth LLC 220.00%0.01%0.01%Q1 2020Q2 20202
WESPAC Advisors SoCal, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
MOORE CAPITAL MANAGEMENT, LP 110.34%0.34%0.34%Q2 2013Q2 20131
Cardinal Point Wealth Management LLC 110.09%0.09%0.09%Q2 2021Q2 20211
State of Wyoming 110.02%0.02%0.02%Q2 2022Q2 20221
Conversant Capital LLC 111.68%1.68%1.68%Q4 2022Q4 20221
Corsair Capital Management 110.17%0.17%0.17%Q1 2014Q1 20141
HST Ventures, LLC 110.76%0.76%0.76%Q2 2023Q2 20231
Santori & Peters, Inc. 110.00%0.00%0.00%Q4 2017Q4 20171
Mach-1 Financial Group, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
ORRSTOWN FINANCIAL SERVICES INC 110.07%0.07%0.07%Q1 2019Q1 20191
Bridgefront Capital, LLC 110.15%0.15%0.15%Q1 2021Q1 20211
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
IRIDIAN ASSET MANAGEMENT LLC/CT 110.00%0.00%0.00%Q1 2020Q1 20201
&PARTNERS 110.52%0.52%0.52%Q4 2018Q4 20181
Gemmer Asset Management LLC 110.03%0.03%0.03%Q1 2014Q1 20141
Raab & Moskowitz Asset Management LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
TSFG, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Abundance Wealth Counselors 110.02%0.02%0.02%Q1 2021Q1 20211
Pinz Capital Management, LP 110.70%0.70%0.70%Q4 2021Q4 20211
BAILARD, INC. 110.01%0.01%0.01%Q4 2022Q4 20221
BOSTON PRIVATE BANK & TRUST CO 110.00%0.00%0.00%Q4 2013Q4 20131
DRIEHAUS CAPITAL MANAGEMENT LLC 110.28%0.28%0.28%Q4 2013Q4 20131
INSIGHT 2811, INC. 110.14%0.14%0.14%Q4 2019Q4 20191
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
DUNCKER STREETT & CO INC 110.00%0.00%0.00%Q3 2016Q3 20161
Signition LP 110.14%0.14%0.14%Q2 2018Q2 20181
Graypoint LLC 110.02%0.02%0.02%Q2 2023Q2 20231
TCTC Holdings, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
TrinityPoint Wealth, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
Headlands Technologies LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Spectrum Management Group, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Zebra Capital Management LLC 110.39%0.39%0.39%Q3 2018Q3 20181
SHERBROOKE PARK ADVISERS LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Stratos Wealth Advisors, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
PALISADE CAPITAL MANAGEMENT, LP 110.01%0.01%0.01%Q2 2015Q2 20151
BREMER TRUST NATIONAL ASSOCIATION 110.01%0.01%0.01%Q4 2018Q4 20181
Crescent Capital Consulting, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Wealthspire Advisors, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
ROMANO BROTHERS AND COMPANY 110.01%0.01%0.01%Q4 2022Q4 20221
AlphaCore Capital LLC 110.00%0.00%0.00%Q1 2020Q1 20201
America First Investment Advisors, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
Banco Santander, S.A. 110.00%0.00%0.00%Q3 2020Q3 20201
CKW FINANCIAL GROUP 110.00%0.00%0.00%Q1 2014Q1 20141
LGT Financial Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Regal Investment Advisors LLC 110.01%0.01%0.01%Q2 2013Q2 20131
USA FINANCIAL FORMULAS 110.10%0.10%0.10%Q4 2016Q4 20161
KENNICOTT CAPITAL MANAGEMENT LLC 110.48%0.48%0.48%Q3 2021Q3 20211
Stillwater Capital Advisors, LLC 110.12%0.12%0.12%Q2 2020Q2 20201
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Windsor Capital Management, LLC 110.01%0.01%0.01%Q3 2015Q3 20151
SCOGGIN MANAGEMENT LP 110.17%0.17%0.17%Q4 2013Q4 20131
Thomasville National Bank 110.00%0.00%0.00%Q1 2015Q1 20151
CFS Investment Advisory Services, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Gryphon Financial Partners LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Second Half Financial Partners, LLC 112.83%2.83%2.83%Q3 2023Q3 20231
ADAGE CAPITAL PARTNERS GP, L.L.C. 110.02%0.02%0.02%Q3 2023Q3 20231
REAL ESTATE MANAGEMENT SERVICES LLC 111.66%1.66%1.66%Q4 2021Q4 20211
Delpha Capital Management, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
WOLFF WIESE MAGANA LLC 110.00%0.00%0.00%Q3 2022Q3 20221
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
MIRABELLA FINANCIAL SERVICES LLP 110.08%0.08%0.08%Q2 2023Q2 20231
QRG CAPITAL MANAGEMENT, INC. 110.06%0.06%0.06%Q3 2023Q3 20231
Jump Financial, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
CTC Alternative Strategies, Ltd. 110.06%0.06%0.06%Q2 2013Q2 20131
RUSHMORE INVESTMENT ADVISORS, INC. 110.45%0.45%0.45%Q2 2013Q2 20131
qPULA Trading Management LP 113.03%3.03%3.03%Q3 2022Q3 20221
First Trust Direct Indexing L.P. 110.00%0.00%0.00%Q4 2020Q4 20201
SEVEN LOCKS CAPITAL MANAGEMENT LP 112.55%2.55%2.55%Q4 2013Q4 20131
Kamunting Street Capital Management, L.P. 110.68%0.68%0.68%Q2 2020Q2 20201
HUTCHENS INVESTMENT MANAGEMENT INC 110.01%0.01%0.01%Q4 2014Q4 20141
Diametric Capital, LP 110.11%0.11%0.11%Q3 2023Q3 20231
Allegis Investment Advisors, LLC 110.02%0.02%0.02%Q4 2015Q4 20151
Pictet Asset Management Holding SA 110.00%0.00%0.00%Q3 2023Q3 20231
VAN DEN BERG MANAGEMENT I, INC 110.13%0.13%0.13%Q1 2020Q1 20201
Allen Investment Management, LLC 112.74%2.74%2.74%Q1 2014Q1 20141
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q4 20181
GIRARD PARTNERS LTD. 110.01%0.01%0.01%Q3 2018Q3 20181
180 WEALTH ADVISORS, LLC 110.06%0.06%0.06%Q1 2021Q1 20211
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Widmann Financial Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Regent Peak Wealth Advisors LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Point72 Middle East FZE 110.05%0.05%0.05%Q3 2023Q3 20231
HOLLENCREST CAPITAL MANAGEMENT 110.00%0.00%0.00%Q1 2023Q1 20231
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 110.01%0.01%0.01%Q2 2013Q2 20131
GraniteShares Advisors LLC 110.48%0.48%0.48%Q4 2022Q4 20221
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Blue Trust, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
CAROLINAS WEALTH CONSULTING LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Stonehage Fleming Financial Services Holdings Ltd 110.00%0.00%0.00%Q3 2022Q3 20221
EP Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Irish Life Investment Managers Ltd. 110.00%0.00%0.00%Q2 2013Q2 20131
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
MOODY LYNN & LIEBERSON, LLC 110.20%0.20%0.20%Q4 2018Q4 20181
BALDWIN BROTHERS LLC/MA 110.00%0.00%0.00%Q1 2020Q1 20201
FNY Managed Accounts LLC 110.11%0.11%0.11%Q3 2017Q3 20171
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Houlihan Financial Resource Group, Ltd. 110.00%0.00%0.00%Q3 2020Q3 20201
Barrington Wilshire, LLC 110.08%0.08%0.08%Q2 2013Q2 20131
Hanson & Doremus Investment Management 110.04%0.04%0.04%Q2 2013Q2 20131
Beaird Harris Wealth Management, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
PineBridge Investments, L.P. 110.04%0.04%0.04%Q4 2020Q4 20201
Bayesian Capital Management, LP 110.03%0.03%0.03%Q1 2020Q1 20201
Price Capital Management, Inc. 110.74%0.74%0.74%Q3 2019Q3 20191
Colonial Trust Co / SC 110.00%0.00%0.00%Q4 2022Q4 20221
SAMLYN CAPITAL, LLC 110.70%0.70%0.70%Q2 2013Q2 20131
Evolution Wealth Advisors, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
Three Corner Global Investors LP 116.39%6.39%6.39%Q4 2013Q4 20131
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Arkadios Wealth Advisors 110.00%0.00%0.00%Q1 2020Q1 20201
SEI TRUST CO 110.00%0.00%0.00%Q3 2014Q3 20141
Argent Advisors, Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
Formidable Asset Management, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
OLD NATIONAL BANCORP /IN/ 110.00%0.00%0.00%Q1 2015Q1 20151
MANCHESTER FINANCIAL INC 110.00%0.00%0.00%Q4 2019Q4 20191
WealthOne, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
MYCIO WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
Cape Investment Advisory, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Schonfeld Group Holdings LLC 110.14%0.14%0.14%Q3 2015Q3 20151
AURORA FINANCIAL ADVISORS, LLC 110.55%0.55%0.55%Q4 2017Q4 20171
CENTERSQUARE INVESTMENT MANAGEMENT LLC 110.29%0.29%0.29%Q4 2019Q4 20191
NEXPOINT ASSET MANAGEMENT, L.P. 110.06%0.06%0.06%Q1 2021Q1 20211
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q2 2021Q2 20211
Simplify Asset Management Inc. 110.34%0.34%0.34%Q1 2023Q1 20231
Tidal Investments LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Wagner Wealth Management, LLC 110.06%0.06%0.06%Q4 2021Q4 20211
SPRING CREEK CAPITAL LLC 110.06%0.06%0.06%Q2 2018Q2 20181
Procyon Advisors, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Safeguard Investment Advisory Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Nokota Management, LP 110.11%0.11%0.11%Q4 2013Q4 20131
Joseph P. Lucia & Associates, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Axiom Investment Management LLC 110.36%0.36%0.36%Q3 2022Q3 20221
CARLSON CAPITAL L P 110.03%0.03%0.03%Q1 2014Q1 20141
LAKEWOOD CAPITAL MANAGEMENT, LP 110.03%0.03%0.03%Q1 2015Q1 20151
IAG Wealth Partners, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Global Wealth Strategies & Associates 110.00%0.00%0.00%Q1 2023Q1 20231
Yellowstone Partners, LLC 110.11%0.11%0.11%Q1 2015Q1 20151
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 110.11%0.11%0.11%Q2 2023Q2 20231
PIEDMONT INVESTMENT ADVISORS INC 110.00%0.00%0.00%Q2 2018Q2 20181
Ancora Advisors LLC 110.01%0.01%0.01%Q4 2016Q4 20161
JNBA Financial Advisors 110.01%0.01%0.01%Q3 2016Q3 20161
SYMPHONY ASSET MANAGEMENT LLC 110.15%0.15%0.15%Q2 2013Q2 20131
DELTEC ASSET MANAGEMENT LLC 110.07%0.07%0.07%Q2 2013Q2 20131
Asset Dedication, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
NorthRock Partners, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
Bellwether Investment Group, LLC 110.02%0.02%0.02%Q4 2016Q4 20161
NEXT Financial Holdings 110.02%0.02%0.02%Q1 2019Q1 20191
Algebris (UK) Ltd 110.41%0.41%0.41%Q1 2018Q1 20181
RIVERHEAD CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q1 2019Q1 20191
PARADIGM ASSET MANAGEMENT CO LLC 110.08%0.08%0.08%Q3 2014Q3 20141
Hilltop Park Associates LLC 110.10%0.10%0.10%Q3 2013Q3 20131
BADGLEY PHELPS & BELL INC 110.01%0.01%0.01%Q4 2019Q4 20191
Great Diamond Partners, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Wilks Brothers, LLC 110.06%0.06%0.06%Q2 2018Q2 20181
Zurich Insurance Group Ltd/FI 110.03%0.03%0.03%Q1 2017Q1 20171
RITHOLTZ WEALTH MANAGEMENT 110.04%0.04%0.04%Q4 2020Q4 20201
MCIA Inc 110.02%0.02%0.02%Q2 2017Q2 20171
Retirement Planning Co of New England, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
PACIFIC SUN FINANCIAL CORP 110.14%0.14%0.14%Q4 2017Q4 20171
HGI Capital Management, LLC 111.87%1.87%1.87%Q2 2023Q2 20231
Founders Financial Alliance, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
AmericaFirst Quantitative Trust - AmericaFirst Defensive Growth & Income Portfolio, Series 2 110.58%0.58%0.58%Q2 2017Q2 20171
TRUEWEALTH LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Hudson Bay Capital Management LP 110.04%0.04%0.04%Q3 2018Q3 20181
Crescent Grove Advisors, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Graham Capital Management, L.P. 110.02%0.02%0.02%Q4 2022Q4 20221
AMERICAN NATIONAL BANK 110.01%0.01%0.01%Q1 2018Q1 20181
CoreFirst Bank & Trust 110.00%0.00%0.00%Q2 2022Q2 20221
Blueshift Asset Management, LLC 110.13%0.13%0.13%Q4 2021Q4 20211
Newport Wealth Strategies, Inc. 110.25%0.25%0.25%Q4 2019Q4 20191
Evercore Wealth Management, LLC 110.00%0.00%0.00%Q3 2013Q3 20131
BHF Kleinwort Benson Group S.A. 110.02%0.02%0.02%Q3 2015Q3 20151
Mariner Wealth Advisors-Madison, LLC 110.01%0.01%0.01%Q3 2013Q3 20131
Cinctive Capital Management LP 110.69%0.69%0.69%Q4 2022Q4 20221
EverPoint Asset Management, LLC 110.05%0.05%0.05%Q4 2014Q4 20141
Aaron Wealth Advisors LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Delta Investment Management, LLC 110.08%0.08%0.08%Q1 2020Q1 20201
MENTA CAPITAL LLC 110.47%0.47%0.47%Q4 2018Q4 20181
IEQ CAPITAL, LLC 110.43%0.43%0.43%Q4 2020Q4 20201
Weaver Consulting Group 110.00%0.00%0.00%Q2 2020Q2 20201
Partner Investment Management, L.P. 110.57%0.57%0.57%Q3 2016Q3 20161
Mitsubishi UFJ Asset Management Co., Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Beach Point Capital Management LP 110.29%0.29%0.29%Q4 2021Q4 20211
Safeguard Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Zions Bancorporation 110.01%0.01%0.01%Q3 2017Q3 20171
FormulaFolio Investments, LLC 110.03%0.03%0.03%Q1 2017Q1 20171
HIGHBRIDGE CAPITAL MANAGEMENT LLC 110.09%0.09%0.09%Q4 2016Q4 20161
CREDIT AGRICOLE S A 110.00%0.00%0.00%Q3 2013Q3 20131
WEBSTER BANK, N. A. 110.00%0.00%0.00%Q1 2023Q1 20231
Brookstone Capital Management 110.00%0.00%0.00%Q2 2015Q2 20151
Edgestream Partners, L.P. 110.26%0.26%0.26%Q3 2023Q3 20231
Center for Financial Planning, Inc. 110.00%0.00%0.00%Q3 2020Q3 20201
BLACKTHORN INVESTMENT GROUP LLC 110.65%0.65%0.65%Q3 2013Q3 20131
McElhenny Sheffield Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Measured Wealth Private Client Group, LLC 110.09%0.09%0.09%Q3 2018Q3 20181
MUFG Securities EMEA plc 110.05%0.05%0.05%Q3 2021Q3 20211
SJS Investment Consulting Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
ACCURATE INVESTMENT SOLUTIONS, INC. 110.00%0.00%0.00%Q2 2017Q2 20171
Bremer Bank National Association 110.02%0.02%0.02%Q1 2019Q1 20191
J.W. COLE ADVISORS, INC. 110.03%0.03%0.03%Q4 2019Q4 20191
McNamara Financial Services, Inc. 110.01%0.01%0.01%Q4 2014Q4 20141
WEXFORD CAPITAL LP 110.09%0.09%0.09%Q3 2016Q3 20161
QCM Cayman, Ltd. 110.05%0.05%0.05%Q1 2014Q1 20141
WESTPAC BANKING CORP 110.02%0.02%0.02%Q2 2013Q2 20131
Luxor Capital Group, LP 113.76%3.76%3.76%Q4 2013Q4 20131
Senvest Management, LLC 110.74%0.74%0.74%Q2 2020Q2 20201
PACES FERRY WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Csenge Advisory Group 110.00%0.00%0.00%Q3 2018Q3 20181
Long Pond Capital 116.49%6.49%6.49%Q3 2013Q3 20131
Grandview Asset Management LLC 110.01%0.01%0.01%Q1 2021Q1 20211
PATHSTONE FAMILY OFFICE, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Timber Hill LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Barrington Strategic Wealth Management Group LLC 110.56%0.56%0.56%Q2 2013Q2 20131
PARA ADVISORS LLC 115.40%5.40%5.40%Q4 2015Q4 20151
PFM Health Sciences, LP 110.64%0.64%0.64%Q3 2016Q3 20161
Meristem Family Wealth, LLC 110.03%0.03%0.03%Q2 2021Q2 20211
Capital Analysts, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Banyan Partners, LLC 110.20%0.20%0.20%Q4 2013Q4 20131
Enlightenment Research, LLC 110.20%0.20%0.20%Q4 2018Q4 20181
J. Goldman & Co LP 110.13%0.13%0.13%Q1 2015Q1 20151
Cedar Mountain Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
My Personal CFO, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
MKP Capital Management, L.L.C. 110.68%0.68%0.68%Q4 2022Q4 20221
West Oak Capital, LLC 110.02%0.02%0.02%Q4 2017Q4 20171
Gupta Wealth Management LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Richard Bernstein Advisors LLC 110.02%0.02%0.02%Q4 2017Q4 20171
Prudent Man Advisors, LLC 110.44%0.44%0.44%Q2 2020Q2 20201
Karp Capital Management Corp 110.04%0.04%0.04%Q1 2017Q1 20171
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q4 2022Q4 20221
Peregrine Asset Advisers, Inc. 110.13%0.13%0.13%Q2 2020Q2 20201
Triumph Capital Management 110.14%0.14%0.14%Q2 2023Q2 20231
First Heartland Consultants, Inc. 110.05%0.05%0.05%Q1 2021Q1 20211
RUSH ISLAND MANAGEMENT, LP 111.28%1.28%1.28%Q2 2022Q2 20221
Three Peaks Capital Management, LLC 110.68%0.68%0.68%Q4 2016Q4 20161
Pinnacle Wealth Advisors 110.03%0.03%0.03%Q2 2021Q2 20211
OMNI PARTNERS LLP 1113.32%13.32%13.32%Q2 2016Q2 20161
SECOR Capital Advisors, LP 110.33%0.33%0.33%Q2 2015Q2 20151
SYKON CAPITAL LLC 110.14%0.14%0.14%Q2 2023Q2 20231
WEINTRAUB CAPITAL MANAGEMENT, L.P. 113.29%3.29%3.29%Q3 2013Q3 20131
TMD & ASSOCIATES, INC 111.62%1.62%1.62%Q2 2016Q2 20161
Guardian Wealth Advisors, LLC 110.03%0.03%0.03%Q1 2021Q1 20211
WEST BANCORPORATION INC 110.04%0.04%0.04%Q1 2020Q1 20201
Amalgamated Financial Corp. 110.01%0.01%0.01%Q1 2022Q1 20221
TELEMUS CAPITAL, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Ballentine Partners, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Jackson Hole Capital Partners, LLC 110.07%0.07%0.07%Q2 2021Q2 20211
Madison International Global Alpha Realty, LP 119.86%9.86%9.86%Q3 2017Q3 20171
Requisite Energy Fund I LP 110.16%0.16%0.16%Q4 2018Q4 20181
State of New Jersey Common Pension Fund A 110.08%0.08%0.08%Q1 2014Q1 20141
COUNTRY TRUST BANK 110.00%0.00%0.00%Q3 2014Q3 20141
Paulson Wealth Management Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
APG Asset Management N.V. 110.01%0.01%0.01%Q4 2018Q4 20181
Slow Capital, Inc. 110.00%0.00%0.00%Q4 2017Q4 20171
AT Bancorp 110.01%0.01%0.01%Q2 2017Q2 20171
External links

This page lists all the filers that currently own STARWOOD PPTY TR INC or have owned STARWOOD PPTY TR INC in the past.