STEPAN CO shareholder history

Current and past STEPAN CO shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 3450.00%0.00%0.00%Q4 2013Q3 202382
Citadel Advisors 1720.00%0.00%0.01%Q2 2013Q3 202372
GOLDMAN SACHS GROUP INC 4240.00%0.00%0.01%Q1 2012Q3 202346
TEXAS PERMANENT SCHOOL FUND CORP 43430.01%0.02%0.03%Q1 2013Q3 202343
CREDIT SUISSE AG/ 43430.00%0.00%0.00%Q1 2013Q3 202343
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 43430.00%0.01%0.01%Q1 2013Q3 202343
BlackRock Inc. 42420.00%0.01%0.01%Q2 2013Q3 202342
VOYA INVESTMENT MANAGEMENT LLC 42420.00%0.00%0.01%Q2 2013Q3 202342
ALLIANCEBERNSTEIN L.P. 42420.00%0.00%0.01%Q2 2013Q3 202342
UBS ASSET MANAGEMENT AMERICAS INC 42420.00%0.00%0.00%Q2 2013Q3 202342
RHUMBLINE ADVISERS 42420.00%0.01%0.02%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.00%0.00%0.00%Q2 2013Q3 202342
BARCLAYS PLC 42420.00%0.00%0.00%Q2 2013Q3 202342
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 42420.00%0.00%0.00%Q2 2013Q3 202342
Wellington Shields Capital Management, LLC 42420.14%0.32%0.44%Q2 2013Q3 202342
Renaissance Technologies 42420.00%0.02%0.04%Q2 2013Q3 202342
GRACE & WHITE INC /NY 42421.00%1.81%2.58%Q2 2013Q3 202342
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 42420.00%0.01%0.01%Q2 2013Q3 202342
VANGUARD GROUP INC 42420.00%0.01%0.01%Q2 2013Q3 202342
NEW YORK STATE COMMON RETIREMENT FUND 42420.00%0.00%0.01%Q2 2013Q3 202342
GEODE CAPITAL MANAGEMENT, LLC 42420.00%0.01%0.01%Q2 2013Q3 202342
AMERICAN INTERNATIONAL GROUP, INC. 42420.00%0.01%0.01%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.00%0.01%Q2 2013Q3 202342
Swiss National Bank 42420.00%0.00%0.01%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
PRICE T ROWE ASSOCIATES INC /MD/ 42420.00%0.00%0.00%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 42420.00%0.00%0.00%Q2 2013Q3 202342
STATE STREET CORP 42420.00%0.01%0.01%Q2 2013Q3 202342
BURNEY CO/ 42420.02%0.03%0.05%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.01%0.01%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.00%0.00%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.02%0.03%0.05%Q2 2013Q3 202342
NISA INVESTMENT ADVISORS, LLC 42420.01%0.01%0.02%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 42420.00%0.01%0.09%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.00%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
PUBLIC SECTOR PENSION INVESTMENT BOARD 42420.00%0.02%0.05%Q2 2013Q3 202342
METROPOLITAN LIFE INSURANCE CO/NY 42420.00%0.01%0.01%Q2 2013Q3 202342
PRINCIPAL FINANCIAL GROUP INC 42420.01%0.01%0.02%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
NORGES BANK 4020.00%0.01%0.02%Q2 2012Q4 202242
AMERIPRISE FINANCIAL INC 42420.00%0.01%0.01%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.01%0.01%Q2 2013Q3 202342
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42420.01%0.01%0.01%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 42420.01%0.02%0.03%Q2 2013Q3 202342
PRUDENTIAL FINANCIAL INC 42420.00%0.02%0.04%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 21200.00%0.00%0.00%Q2 2013Q3 202341
AQR Capital Management 3410.00%0.00%0.01%Q4 2012Q3 202341
GREAT WEST LIFE ASSURANCE CO /CAN/ 25160.00%0.01%0.06%Q2 2013Q3 202341
Arizona State Retirement System 3380.00%0.01%0.03%Q1 2013Q3 202341
COMERICA BANK 3920.00%0.01%0.02%Q2 2013Q3 202341
BNP PARIBAS FINANCIAL MARKETS 3560.00%0.00%0.00%Q2 2013Q3 202341
MARTINGALE ASSET MANAGEMENT L P 41410.01%0.05%0.10%Q2 2013Q2 202341
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.01%Q2 2013Q3 202341
DEUTSCHE BANK AG\ 41410.00%0.00%0.00%Q3 2013Q3 202341
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 3650.00%0.01%0.01%Q2 2013Q3 202341
BAHL & GAYNOR INC 3460.00%0.02%0.03%Q2 2013Q3 202340
ProShare Advisors LLC 3520.00%0.04%0.08%Q2 2013Q3 202340
THRIVENT FINANCIAL FOR LUTHERANS 3820.00%0.00%0.01%Q2 2013Q3 202340
PNC FINANCIAL SERVICES GROUP, INC. 2720.00%0.00%0.00%Q2 2013Q3 202340
Louisiana State Employees Retirement System 40400.02%0.03%0.05%Q4 2013Q3 202340
State of Tennessee, Treasury Department 3280.00%0.01%0.01%Q3 2013Q3 202340
HUNTINGTON NATIONAL BANK 3630.00%0.00%0.00%Q2 2013Q3 202339
WILEN INVESTMENT MANAGEMENT CORP. 39390.30%0.51%0.96%Q1 2013Q3 202239
HighTower Advisors, LLC 2710.00%0.46%1.22%Q1 2015Q3 202338
RAYMOND JAMES & ASSOCIATES 25130.00%0.00%0.01%Q3 2013Q1 202338
ATLANTA CAPITAL MANAGEMENT CO L L C 38380.08%0.10%0.14%Q2 2013Q3 202238
PANAGORA ASSET MANAGEMENT INC 3520.00%0.04%0.10%Q2 2013Q2 202337
Legal & General Group Plc 37370.00%0.00%0.00%Q3 2014Q3 202337
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.00%0.00%0.01%Q2 2013Q1 202236
D. E. Shaw & Co., Inc. 2510.00%0.00%0.01%Q3 2013Q3 202335
Zurcher Kantonalbank (Zurich Cantonalbank) 35350.00%0.00%0.00%Q1 2015Q3 202335
Allianz Asset Management GmbH 3110.00%0.02%0.05%Q2 2013Q3 202335
ACADIAN ASSET MANAGEMENT LLC 23120.00%0.03%0.08%Q4 2014Q3 202335
TWO SIGMA ADVISERS, LP 2910.00%0.01%0.03%Q3 2013Q3 202334
VICTORY CAPITAL MANAGEMENT INC 34340.00%0.00%0.01%Q2 2015Q3 202334
MILLENNIUM MANAGEMENT LLC 1610.00%0.01%0.02%Q3 2013Q3 202334
Gemmer Asset Management LLC 33330.00%0.00%0.00%Q1 2014Q1 202233
Versant Capital Management, Inc 33330.01%0.02%0.05%Q4 2015Q4 202333
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 33330.00%0.00%0.01%Q2 2013Q2 202133
VIRGINIA RETIREMENT SYSTEMS ET AL 22110.00%0.01%0.03%Q2 2013Q3 202133
Employees Retirement System of Texas 3020.02%0.03%0.05%Q2 2013Q2 202132
JACOBS LEVY EQUITY MANAGEMENT, INC 3110.01%0.08%0.15%Q2 2013Q2 202232
MASON STREET ADVISORS, LLC 31310.00%0.01%0.02%Q2 2013Q4 202031
WELLINGTON MANAGEMENT GROUP LLP 2910.00%0.00%0.01%Q3 2013Q3 202231
GLENMEDE TRUST CO NA 30300.00%0.00%0.00%Q2 2013Q3 202030
Quantum Capital Management, LLC / NJ 30300.03%0.08%0.15%Q2 2016Q3 202330
Gratus Capital, LLC 29290.02%0.05%0.08%Q2 2016Q2 202329
FEDERATED HERMES, INC. 19100.00%0.00%0.02%Q2 2013Q3 202129
Tower Research Capital LLC (TRC) 1410.00%0.01%0.03%Q2 2013Q3 202329
MACQUARIE GROUP LTD 1640.00%0.00%0.01%Q2 2013Q3 202229
Russell Investments Group, Ltd. 28280.00%0.01%0.02%Q4 2016Q3 202328
AMALGAMATED BANK 28280.01%0.01%0.01%Q4 2016Q3 202328
Parkside Financial Bank & Trust 28280.00%0.00%0.00%Q4 2016Q3 202328
KENNEDY CAPITAL MANAGEMENT LLC 15130.01%0.06%0.17%Q2 2013Q2 202328
IFP Advisors, Inc 17110.00%0.01%0.03%Q2 2016Q3 202328
State of Alaska, Department of Revenue 28280.01%0.02%0.03%Q4 2016Q3 202328
Sutton Wealth Advisors Inc. 28280.01%0.02%0.03%Q1 2016Q4 202228
SG Americas Securities, LLC 1010.00%0.01%0.03%Q3 2013Q3 202328
PEAK6 Investments LLC 530.00%0.00%0.00%Q1 2020Q3 202327
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 2250.00%0.03%0.09%Q2 2013Q3 202327
TEACHER RETIREMENT SYSTEM OF TEXAS 1340.00%0.00%0.01%Q2 2013Q1 202327
PineBridge Investments, L.P. 27270.00%0.02%0.06%Q2 2013Q4 201927
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.00%Q2 2013Q4 201927
TWO SIGMA INVESTMENTS, LP 1310.00%0.01%0.02%Q3 2013Q3 202327
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2030.00%0.02%0.06%Q2 2013Q3 202127
Ameritas Investment Partners, Inc. 27270.01%0.01%0.01%Q1 2017Q3 202327
CAPITAL MANAGEMENT ASSOCIATES /NY/ 27270.44%0.75%1.28%Q2 2013Q4 201927
LSV ASSET MANAGEMENT 2420.00%0.04%0.09%Q2 2013Q3 202126
CWM, LLC 1880.00%0.01%0.01%Q1 2017Q3 202326
Personal Capital Advisors Corp 26260.08%0.15%0.33%Q3 2016Q4 202226
BESSEMER GROUP INC 2510.00%0.00%0.01%Q3 2016Q2 202326
O'Keefe Stevens Advisory, Inc. 15101.98%3.00%3.81%Q3 2017Q4 202325
Aperio Group, LLC 2410.00%0.00%0.01%Q1 2014Q4 202025
STRS OHIO 25250.00%0.00%0.01%Q2 2015Q2 202125
LOS ANGELES CAPITAL MANAGEMENT LLC 25250.00%0.00%0.01%Q1 2015Q1 202125
PRELUDE CAPITAL MANAGEMENT, LLC 1910.00%0.02%0.05%Q4 2013Q3 202125
Matarin Capital Management, LLC 25250.69%0.88%1.11%Q4 2014Q4 202025
TEACHERS ADVISORS, LLC 24240.00%0.01%0.02%Q2 2013Q1 201924
MetLife Investment Management, LLC 24240.01%0.01%0.01%Q4 2017Q3 202324
Zebra Capital Management LLC 2220.21%0.49%1.27%Q2 2013Q2 202124
HOWE & RUSLING INC 2010.00%0.03%0.04%Q2 2013Q3 202324
TIAA CREF INVESTMENT MANAGEMENT LLC 24240.00%0.00%0.01%Q2 2013Q1 201924
Municipal Employees' Retirement System of Michigan 1860.01%0.02%0.05%Q1 2014Q1 202024
AMERICAN CENTURY COMPANIES INC 1760.00%0.01%0.01%Q1 2017Q3 202323
SHELL ASSET MANAGEMENT CO 23230.00%0.02%0.02%Q1 2018Q3 202323
Grantham, Mayo, Van Otterloo & Co. LLC 1840.00%0.03%0.09%Q1 2017Q2 202322
MEEDER ASSET MANAGEMENT INC 1930.00%0.01%0.03%Q1 2017Q3 202222
GSA CAPITAL PARTNERS LLP 1310.02%0.06%0.17%Q2 2013Q3 202322
Cubist Systematic Strategies, LLC 1010.00%0.01%0.03%Q1 2016Q1 202322
PROFUND ADVISORS LLC 720.01%0.01%0.04%Q2 2013Q2 202222
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 22220.00%0.02%0.04%Q2 2018Q3 202322
ROYCE & ASSOCIATES LP 1110.00%0.06%0.28%Q2 2013Q2 202122
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
Walthausen & Co., LLC 11100.48%0.93%1.40%Q3 2015Q4 202021
HSBC HOLDINGS PLC 1510.00%0.00%0.00%Q3 2013Q1 202321
LPL Financial LLC 1110.00%0.00%0.00%Q1 2016Q4 202121
BRIDGEWAY CAPITAL MANAGEMENT, LLC 1710.01%0.09%0.20%Q2 2013Q1 202021
First Horizon Advisors, Inc. 1650.00%0.00%0.00%Q2 2014Q4 201921
LS Investment Advisors, LLC 21210.00%0.00%0.00%Q2 2015Q2 202021
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Copeland Capital Management, LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 20200.01%0.01%0.01%Q4 2018Q3 202320
SEI INVESTMENTS CO 20200.00%0.00%0.01%Q2 2017Q1 202220
SouthernSun Asset Management 20200.93%2.95%4.80%Q4 2018Q3 202320
TUDOR INVESTMENT CORP ET AL 1210.01%0.02%0.05%Q2 2013Q3 202219
SYSTEMATIC FINANCIAL MANAGEMENT LP 1210.01%0.03%0.04%Q2 2014Q3 201919
FIFTH THIRD BANCORP 630.00%0.00%0.00%Q1 2015Q3 202319
FIRST MERCANTILE TRUST CO 1440.00%0.02%0.04%Q2 2013Q3 202118
Nuveen Asset Management, LLC 18180.00%0.01%0.01%Q2 2019Q3 202318
FULLER & THALER ASSET MANAGEMENT, INC. 1110.00%0.05%0.10%Q2 2013Q1 202318
EVERENCE CAPITAL MANAGEMENT INC 18180.03%0.04%0.06%Q1 2019Q2 202318
Dean Capital Management 940.51%1.20%2.24%Q2 2013Q3 202318
Nationwide Fund Advisors 18180.00%0.01%0.02%Q2 2013Q3 201718
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1080.05%0.07%0.10%Q4 2015Q3 202118
Steward Partners Investment Advisory, LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
DEAN INVESTMENT ASSOCIATES, LLC 940.15%0.44%0.94%Q2 2013Q3 202318
Advisory Services Network, LLC 1310.00%0.00%0.00%Q3 2016Q2 202117
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1250.00%0.02%0.06%Q1 2017Q2 202117
Pacer Advisors, Inc. 1430.00%0.00%0.01%Q4 2017Q3 202317
BARROW HANLEY MEWHINNEY & STRAUSS LLC 17170.00%0.01%0.01%Q1 2015Q1 201917
RIVERHEAD CAPITAL MANAGEMENT LLC 17170.00%0.00%0.01%Q3 2015Q3 201917
FRANKLIN RESOURCES INC 17170.00%0.01%0.03%Q2 2013Q2 201717
CAPSTONE ASSET MANAGEMENT CO 17170.01%0.01%0.02%Q2 2013Q2 201717
D.A. DAVIDSON & CO. 17170.00%0.00%0.00%Q2 2013Q2 201717
Ensign Peak Advisors, Inc 16160.00%0.00%0.01%Q4 2019Q3 202316
EAGLE ASSET MANAGEMENT INC 16160.04%0.06%0.08%Q4 2016Q3 202016
IndexIQ Advisors LLC 970.01%0.03%0.08%Q2 2017Q1 202216
AdvisorShares Investments LLC 16160.04%0.33%0.66%Q4 2019Q3 202316
Sugarloaf Wealth Management, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
Rockefeller Capital Management L.P. 1240.00%0.00%0.00%Q2 2018Q4 202216
Mine & Arao Wealth Creation & Management, LLC. 16160.01%0.02%0.03%Q4 2019Q3 202316
BlackRock Fund Advisors 15150.01%0.02%0.02%Q2 2013Q4 201615
BlackRock Investment Management, LLC 15150.00%0.01%0.01%Q2 2013Q4 201615
Foundry Partners, LLC 15150.22%0.34%0.44%Q2 2016Q4 201915
CREATIVE FINANCIAL DESIGNS INC /ADV 15150.00%0.02%0.04%Q1 2020Q3 202315
ASSETMARK, INC 1410.00%0.00%0.00%Q4 2017Q3 202315
OFI Advisors LLC 1140.04%0.06%0.07%Q3 2011Q3 201515
FDx Advisors, Inc. 870.01%0.02%0.04%Q3 2013Q1 201815
TFS CAPITAL LLC 1210.02%0.24%0.47%Q2 2013Q2 201715
STEVENS CAPITAL MANAGEMENT LP 1010.01%0.02%0.03%Q3 2013Q4 201715
TFG Advisers LLC 1410.07%0.15%0.18%Q4 2019Q3 202315
BlackRock Institutional Trust Company, N.A. 15150.00%0.00%0.01%Q2 2013Q4 201615
FineMark National Bank & Trust 15150.01%0.02%0.03%Q2 2013Q4 201615
Independent Advisor Alliance 1320.01%0.05%0.09%Q3 2019Q2 202315
Savant Capital, LLC 15150.01%0.04%0.09%Q1 2020Q3 202315
BlackRock Group LTD 15150.00%0.00%0.00%Q2 2013Q4 201615
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
BLACKROCK ADVISORS LLC 15150.00%0.01%0.02%Q2 2013Q4 201615
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
UNITED SERVICES AUTOMOBILE ASSOCIATION 15150.00%0.01%0.02%Q4 2015Q2 201915
CAPTRUST FINANCIAL ADVISORS 870.00%0.00%0.00%Q4 2017Q2 202215
QUADRANT CAPITAL GROUP LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
Holocene Advisors, LP 710.00%0.00%0.01%Q2 2018Q3 202214
OppenheimerFunds, Inc. 14140.00%0.00%0.00%Q4 2015Q1 201914
Handelsbanken Fonder AB 14140.00%0.00%0.00%Q2 2020Q3 202314
SECOR Capital Advisors, LP 730.03%0.24%0.62%Q3 2014Q3 201814
Piermont Capital Management Inc. 950.12%0.59%1.06%Q1 2014Q4 201814
WESTWOOD HOLDINGS GROUP INC 13130.18%0.52%0.63%Q3 2020Q3 202313
SIGNATUREFD, LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
ALGERT GLOBAL LLC 710.07%0.19%0.28%Q3 2016Q3 202313
TD ASSET MANAGEMENT INC 940.00%0.00%0.00%Q2 2018Q2 202213
ZACKS INVESTMENT MANAGEMENT 720.01%0.05%0.08%Q1 2015Q3 202113
GUGGENHEIM CAPITAL LLC 1210.00%0.00%0.01%Q2 2013Q3 201613
Quantbot Technologies LP 410.00%0.01%0.08%Q1 2017Q3 202313
GLOBEFLEX CAPITAL L P 13130.07%0.13%0.20%Q1 2015Q1 201813
STIFEL FINANCIAL CORP 1030.00%0.00%0.00%Q2 2019Q3 202313
CHICAGO EQUITY PARTNERS LLC 750.02%0.05%0.13%Q3 2015Q1 202012
Gotham Asset Management, LLC 410.00%0.01%0.03%Q2 2013Q2 202012
Dynamic Technology Lab Private Ltd 210.02%0.08%0.27%Q3 2014Q3 202312
SPECTRUM ADVISORY SERVICES INC 12120.11%0.14%0.16%Q2 2013Q1 201612
Legacy Wealth Asset Management, LLC 12120.11%0.18%0.26%Q4 2020Q3 202312
Meadow Creek Investment Management LLC 12120.00%0.01%0.01%Q4 2016Q3 201912
Squarepoint Ops LLC 410.00%0.01%0.03%Q2 2017Q3 202312
TCI Wealth Advisors, Inc. 12120.00%0.00%0.00%Q2 2020Q1 202312
Glen Harbor Capital Management LLC 12120.00%0.01%0.01%Q4 2016Q3 201912
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 1110.00%0.02%0.04%Q1 2014Q4 201712
Elkfork Partners LLC 12120.00%0.00%0.01%Q4 2016Q3 201912
CIBC Asset Management Inc 410.00%0.00%0.00%Q4 2017Q3 202212
AXA S.A. 520.00%0.01%0.01%Q2 2013Q2 202112
Tarbox Family Office, Inc. 12120.00%0.00%0.00%Q2 2019Q1 202212
WINTON GROUP Ltd 1010.01%0.03%0.05%Q2 2017Q4 202012
Crossmark Global Holdings, Inc. 510.01%0.01%0.01%Q3 2016Q1 202312
Tyers Asset Management LLC 12120.00%0.00%0.01%Q4 2016Q3 201912
Cutler Group LLC / CA 990.00%0.00%0.01%Q4 2015Q4 201711
Point72 Hong Kong Ltd 410.00%0.00%0.02%Q3 2017Q3 202211
LAZARD ASSET MANAGEMENT LLC 1010.00%0.00%0.01%Q3 2019Q4 202211
MUFG Americas Holdings Corp 11110.00%0.01%0.01%Q4 2010Q2 201311
NFJ INVESTMENT GROUP, LLC 11110.10%0.15%0.38%Q1 2021Q3 202311
JOHNSON INVESTMENT COUNSEL INC 11110.01%0.02%0.02%Q1 2019Q3 202111
BROWN ADVISORY INC 11110.00%0.00%0.00%Q1 2021Q3 202311
Alambic Investment Management, L.P. 11110.39%0.66%1.24%Q4 2015Q2 201811
Parallel Advisors, LLC 910.00%0.00%0.00%Q1 2019Q3 202311
DENALI ADVISORS LLC 11110.00%0.00%0.00%Q2 2013Q4 201511
RUSSELL FRANK CO/ 920.00%0.00%0.01%Q2 2013Q1 201611
NEXT Financial Group, Inc 710.00%0.00%0.01%Q3 2014Q1 202011
Man Group plc 710.00%0.02%0.04%Q1 2018Q3 202211
Advisors Asset Management, Inc. 11110.00%0.01%0.01%Q1 2019Q3 202111
Huber Financial Advisors, LLC 10100.34%0.55%0.90%Q4 2017Q1 202010
Stone Ridge Asset Management LLC 10100.02%0.03%0.04%Q4 2017Q1 202010
GPS Wealth Strategies Group, LLC 730.00%0.00%0.01%Q1 2021Q3 202310
LOOMIS SAYLES & CO L P 10100.00%0.00%0.00%Q4 2016Q1 201910
SIMPLEX TRADING, LLC 210.00%0.00%0.00%Q3 2015Q2 202310
KB FINANCIAL PARTNERS, LLC 820.00%0.00%0.00%Q1 2021Q3 202310
JFS WEALTH ADVISORS, LLC 820.00%0.00%0.01%Q4 2014Q3 202310
People's United Financial, Inc. 10100.01%0.02%0.04%Q2 2013Q3 201510
AUA CAPITAL MANAGEMENT, LLC 10100.00%0.00%0.00%Q3 2020Q4 202210
OXFORD ASSET MANAGEMENT LLP 730.01%0.05%0.09%Q1 2017Q4 201910
VOLORIDGE INVESTMENT MANAGEMENT, LLC 910.01%0.01%0.02%Q4 2019Q3 202310
DekaBank Deutsche Girozentrale 620.00%0.00%0.00%Q2 2019Q4 202210
BALYASNY ASSET MANAGEMENT L.P. 420.00%0.00%0.01%Q3 2017Q3 20239
Capital Analysts, LLC 990.00%0.03%0.07%Q2 2013Q2 20159
A.R.T. Advisors, LLC 510.01%0.02%0.05%Q2 2014Q4 20199
Hillsdale Investment Management Inc. 540.00%0.19%0.40%Q4 2015Q1 20219
Vestcor Inc 990.00%0.01%0.01%Q4 2019Q4 20219
HRT FINANCIAL LP 310.00%0.03%0.21%Q3 2019Q2 20239
Creative Planning 540.00%0.00%0.00%Q2 2013Q2 20179
Assenagon Asset Management S.A. 310.00%0.02%0.06%Q4 2017Q3 20239
JANE STREET GROUP, LLC 310.00%0.00%0.00%Q4 2016Q1 20239
QS Investors, LLC 990.00%0.00%0.00%Q4 2014Q4 20169
Jefferies Group LLC 410.00%0.01%0.02%Q2 2015Q2 20209
Israel Discount Bank of New York 990.04%0.04%0.06%Q1 2017Q1 20199
State of New Jersey Common Pension Fund D 720.01%0.01%0.01%Q2 2021Q3 20239
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 410.01%0.02%0.04%Q2 2020Q3 20239
Raymond James Financial Services Advisors, Inc. 410.00%0.00%0.00%Q2 2018Q4 20219
GW&K Investment Management, LLC 990.07%0.21%0.31%Q2 2013Q2 20159
ELEFANTE MICHAEL B 990.08%0.13%0.16%Q4 2012Q4 20149
MANAGED ACCOUNT ADVISORS LLC 990.00%0.00%0.01%Q2 2013Q2 20159
Numeric Investors LLC 420.01%0.03%0.06%Q2 2013Q4 20179
Diversified Trust Co 720.01%0.01%0.02%Q3 2020Q4 20229
Xact Kapitalforvaltning AB 990.01%0.01%0.01%Q1 2018Q1 20209
MACKAY SHIELDS LLC 410.00%0.02%0.03%Q1 2018Q1 20219
Walleye Trading LLC 610.00%0.00%0.00%Q2 2015Q2 20218
PIEDMONT INVESTMENT ADVISORS INC 880.01%0.01%0.02%Q2 2017Q1 20198
JANUS HENDERSON GROUP PLC 880.00%0.00%0.00%Q4 2021Q3 20238
Doyle Wealth Management 880.03%0.03%0.04%Q4 2020Q3 20228
Maryland State Retirement & Pension System 440.01%0.02%0.03%Q3 2021Q3 20238
FARMERS & MERCHANTS INVESTMENTS INC 530.00%0.00%0.00%Q2 2017Q3 20238
CORNERCAP INVESTMENT COUNSEL INC 310.06%0.09%0.11%Q4 2014Q1 20188
Trexquant Investment LP 410.02%0.05%0.10%Q4 2014Q3 20228
WOLVERINE TRADING, LLC 210.00%0.00%0.00%Q3 2017Q3 20218
UNITED CAPITAL FINANCIAL ADVISORS, LLC 210.00%0.00%0.00%Q3 2016Q1 20208
ZPR Investment Management 881.47%3.73%5.67%Q1 2015Q4 20168
Financial Gravity Asset Management, Inc. 530.00%0.01%0.07%Q1 2018Q1 20208
Covestor Ltd 880.00%0.00%0.01%Q4 2021Q3 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.01%0.02%0.02%Q4 2021Q3 20238
HARVEST GROUP WEALTH MANAGEMENT, LLC 880.00%0.00%0.00%Q1 2019Q4 20208
OPPENHEIMER ASSET MANAGEMENT INC. 530.00%0.00%0.00%Q1 2017Q4 20198
REINHART PARTNERS, LLC. 880.06%0.14%0.19%Q2 2013Q1 20158
MENTA CAPITAL LLC 220.05%0.13%0.25%Q3 2014Q2 20198
Allspring Global Investments Holdings, LLC 880.02%0.03%0.04%Q4 2021Q3 20238
THIRD AVENUE MANAGEMENT LLC 880.06%0.49%0.77%Q2 2013Q1 20158
PEAK6 Group LLC 210.00%0.00%0.01%Q2 2015Q2 20178
EVERGREEN CAPITAL MANAGEMENT LLC 880.03%0.03%0.03%Q1 2018Q4 20198
Krane Funds Advisors LLC 710.01%0.03%0.05%Q2 2019Q2 20228
NICHOLAS COMPANY, INC. 880.52%0.96%1.33%Q2 2013Q1 20158
Forum Financial Management, LP 880.01%0.03%0.04%Q4 2021Q3 20238
CenterBook Partners LP 880.08%0.23%0.49%Q4 2021Q3 20238
EXCHANGE TRADED CONCEPTS, LLC 610.00%0.01%0.02%Q3 2020Q4 20237
Meiji Yasuda Asset Management Co Ltd. 770.05%0.09%0.12%Q1 2022Q3 20237
NOMURA ASSET MANAGEMENT CO LTD 770.00%0.00%0.00%Q1 2022Q3 20237
Beacon Capital Management, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Neuberger Berman Group LLC 770.02%0.05%0.07%Q2 2013Q4 20147
BlackRock Japan Co. Ltd 610.00%0.00%0.00%Q2 2014Q3 20167
FIRST CITIZENS BANK & TRUST CO 770.03%0.04%0.06%Q1 2016Q3 20177
COMMONWEALTH EQUITY SERVICES, LLC 610.00%0.00%0.00%Q4 2019Q2 20237
Placemark Investments, Inc. 770.01%0.01%0.01%Q2 2013Q4 20147
Skandinaviska Enskilda Banken AB (publ) 430.00%0.01%0.02%Q2 2021Q3 20237
Paloma Partners Management Co 310.00%0.01%0.01%Q2 2017Q2 20217
PDT Partners, LLC 410.01%0.03%0.07%Q2 2013Q1 20167
LOMBARDIA CAPITAL PARTNERS LLC 770.02%0.04%0.05%Q3 2014Q1 20167
NEW AMSTERDAM PARTNERS LLC/NY 430.40%0.68%1.10%Q1 2015Q4 20167
Aquatic Capital Management LLC 610.00%0.01%0.02%Q4 2021Q3 20237
STATE OF WISCONSIN INVESTMENT BOARD 770.00%0.00%0.00%Q1 2022Q3 20237
TILIA FIDUCIARY PARTNERS, INC. 770.00%0.00%0.01%Q4 2021Q2 20237
BRYN MAWR CAPITAL MANAGEMENT INC 410.01%0.04%0.06%Q3 2013Q3 20157
Spark Investment Management LLC 430.02%0.06%0.10%Q1 2015Q4 20177
Itau Unibanco Holding S.A. 410.00%0.01%0.02%Q3 2016Q1 20207
Private Capital Group, LLC 510.00%0.00%0.00%Q4 2017Q2 20227
Manchester Capital Management LLC 320.00%0.00%0.00%Q4 2020Q3 20237
EverSource Wealth Advisors, LLC 770.00%0.00%0.01%Q4 2021Q2 20237
AIGEN INVESTMENT MANAGEMENT, LP 510.00%0.03%0.04%Q4 2019Q4 20227
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 770.34%0.50%0.58%Q2 2013Q4 20147
Kistler-Tiffany Companies, LLC 770.01%0.07%0.09%Q2 2013Q4 20147
Hollow Brook Wealth Management LLC 520.09%0.13%0.16%Q4 2021Q3 20237
MASSMUTUAL TRUST CO FSB/ADV 510.00%0.00%0.00%Q4 2016Q4 20237
Marshall Wace North America L.P. 410.00%0.02%0.04%Q1 2017Q2 20206
Stanley-Laman Group, Ltd. 660.20%0.30%0.39%Q2 2017Q3 20186
Qube Research & Technologies Ltd 210.00%0.01%0.01%Q4 2019Q3 20236
NOMURA HOLDINGS INC 510.00%0.00%0.00%Q2 2014Q4 20156
Aurora Investment Counsel 660.57%0.64%0.75%Q3 2020Q4 20216
SEGALL BRYANT & HAMILL, LLC 420.00%0.02%0.09%Q1 2017Q3 20186
KBC Group NV 660.00%0.00%0.00%Q2 2022Q3 20236
NORDEA INVESTMENT MANAGEMENT AB 510.01%0.01%0.01%Q2 2017Q3 20216
J.P. Morgan Private Wealth Advisors LLC 660.00%0.02%0.04%Q2 2013Q3 20146
Freedom Day Solutions, LLC 660.89%1.07%1.26%Q1 2020Q2 20216
Acrospire Investment Management LLC 660.02%0.07%0.20%Q1 2016Q2 20176
SHAPIRO ROBERT N 660.00%0.00%0.00%Q2 2013Q3 20146
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 660.00%0.01%0.01%Q2 2022Q3 20236
Wealthspire Advisors, L.P. 660.00%0.00%0.00%Q4 2017Q1 20196
Fieldpoint Private Securities, LLC 660.00%0.00%0.00%Q4 2020Q1 20226
Sargent Bickham Lagudis LLC 660.00%0.00%0.00%Q4 2020Q1 20226
One Wealth Advisors, LLC 410.02%0.03%0.04%Q4 2017Q4 20226
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Schubert & Co 660.00%0.00%0.00%Q4 2021Q1 20236
DUPONT CAPITAL MANAGEMENT CORP 310.01%0.02%0.03%Q2 2016Q3 20206
DUALITY ADVISERS, LP 660.05%0.07%0.08%Q4 2020Q1 20226
FIRST QUADRANT LLC/CA 510.01%0.03%0.04%Q2 2015Q4 20196
Global Retirement Partners, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
BOSTON FAMILY OFFICE LLC 660.08%0.11%0.13%Q2 2013Q3 20146
Ergoteles LLC 210.02%0.04%0.08%Q4 2020Q1 20236
MERCER GLOBAL ADVISORS INC /ADV 420.00%0.00%0.01%Q4 2019Q2 20216
Allworth Financial LP 420.00%0.00%0.00%Q1 2020Q3 20236
Amundi 330.00%0.00%0.00%Q2 2021Q3 20236
BOSTON ADVISORS LLC 660.01%0.01%0.02%Q3 2016Q4 20176
HENNESSY ADVISORS INC 330.14%0.17%0.20%Q2 2013Q4 20196
Carroll Financial Associates, Inc. 660.00%0.00%0.00%Q3 2020Q4 20216
Disciplined Investments, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
Quadrature Capital Ltd 220.01%0.02%0.03%Q1 2021Q3 20236
Avion Wealth 660.00%0.00%0.00%Q2 2022Q3 20236
SMITH ASSET MANAGEMENT GROUP LP 660.00%0.03%0.06%Q1 2018Q2 20196
AdvisorNet Financial, Inc 420.00%0.00%0.01%Q1 2020Q3 20236
Virtus Fund Advisers, LLC 510.00%0.00%0.00%Q2 2014Q4 20176
SJS Investment Consulting Inc. 510.00%0.00%0.00%Q1 2022Q3 20236
WESBANCO BANK INC 550.01%0.01%0.01%Q2 2021Q2 20225
JONES FINANCIAL COMPANIES LLLP 410.00%0.00%0.00%Q3 2013Q4 20215
Blue Trust, Inc. 550.00%0.00%0.00%Q2 2022Q2 20235
SIT INVESTMENT ASSOCIATES INC 550.00%0.01%0.01%Q3 2022Q3 20235
Assured Investment Management LLC 550.01%0.02%0.04%Q1 2018Q1 20195
Mariner, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
PUTNAM INVESTMENTS LLC 550.00%0.00%0.00%Q4 2021Q4 20225
ADVANTAGE INVESTMENT MANAGEMENT, LLC 550.00%0.00%0.00%Q3 2018Q3 20195
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 550.00%0.01%0.02%Q4 2017Q4 20185
Archford Capital Strategies, LLC 550.00%0.00%0.00%Q2 2014Q2 20155
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.00%0.01%Q3 2020Q3 20235
HANCOCK WHITNEY CORP 550.04%0.04%0.05%Q2 2016Q2 20175
COLONY GROUP LLC 550.00%0.00%0.00%Q4 2013Q4 20145
ROMANO BROTHERS AND COMPANY 550.24%0.40%0.46%Q3 2022Q3 20235
Quantinno Capital Management LP 410.23%0.33%0.38%Q1 2019Q3 20215
Summit Global Investments 410.06%0.13%0.20%Q4 2016Q1 20235
Gerstein Fisher 550.17%0.26%0.46%Q2 2013Q2 20145
Fiduciary Trust Co International of Pennsylvania 550.19%0.25%0.28%Q2 2013Q2 20145
Cypress Wealth Advisors LLC 550.09%0.12%0.14%Q1 2016Q1 20175
Euclidean Technologies Management, LLC 551.17%2.15%2.78%Q4 2014Q4 20155
IronBridge Private Wealth, LLC 550.00%0.00%0.00%Q4 2020Q4 20215
Laurion Capital Management LP 210.00%0.00%0.01%Q4 2018Q2 20205
Engineers Gate Manager LP 310.01%0.06%0.16%Q2 2019Q3 20235
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 210.00%0.00%0.00%Q4 2014Q2 20235
Lindbrook Capital, LLC 550.00%0.00%0.00%Q2 2022Q2 20235
Vident Investment Advisory, LLC 410.01%0.08%0.14%Q4 2014Q3 20185
NATIONAL BANK OF CANADA /FI/ 550.00%0.00%0.01%Q4 2021Q4 20225
Ethic Inc. 410.01%0.02%0.03%Q2 2022Q3 20235
ALPHA WINDWARD LLC 310.28%0.31%0.37%Q3 2016Q3 20205
SAWGRASS ASSET MANAGEMENT LLC 550.01%0.03%0.05%Q3 2016Q3 20175
6 Meridian 550.02%0.02%0.02%Q4 2020Q4 20215
BOGLE INVESTMENT MANAGEMENT L P /DE/ 210.02%0.06%0.10%Q1 2016Q2 20204
Granite Investment Partners, LLC 440.07%0.08%0.09%Q3 2020Q2 20214
First PREMIER Bank 440.01%0.01%0.01%Q3 2022Q2 20234
Fisher Asset Management, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
IMA Wealth, Inc. 440.01%0.01%0.01%Q2 2018Q1 20194
Legato Capital Management LLC 440.15%0.18%0.24%Q4 2022Q3 20234
Virtu KCG Holdings LLC 210.00%0.00%0.01%Q2 2014Q4 20164
TFO Wealth Partners, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Asset Management One Co., Ltd. 440.00%0.00%0.00%Q2 2015Q1 20164
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
Hillcrest Asset Management LLC 442.03%2.11%2.26%Q1 2017Q4 20174
SUNTRUST BANKS INC 220.00%0.00%0.00%Q4 2013Q4 20164
Surevest, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
Schonfeld Strategic Advisors LLC 110.00%0.01%0.02%Q2 2018Q2 20214
CANADA PENSION PLAN INVESTMENT BOARD 210.00%0.00%0.00%Q1 2019Q4 20214
Sowell Financial Services LLC 440.00%0.00%0.00%Q3 2019Q2 20204
Bowling Portfolio Management LLC 310.09%0.11%0.14%Q3 2016Q3 20174
ETRADE Capital Management LLC 310.01%0.03%0.04%Q2 2017Q3 20204
Campbell & CO Investment Adviser LLC 110.13%0.24%0.47%Q3 2015Q3 20234
MSI Financial Services Inc 220.00%0.00%0.00%Q4 2014Q2 20164
IHT Wealth Management, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
Hutchin Hill Capital, LP 110.02%0.09%0.29%Q1 2014Q4 20174
Baker Avenue Asset Management, LP 440.00%0.00%0.00%Q4 2022Q3 20234
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Ellevest, Inc. 210.00%0.00%0.00%Q1 2019Q1 20234
Inspire Investing, LLC 210.04%0.07%0.10%Q4 2017Q3 20234
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Baird Financial Group, Inc. 440.00%0.00%0.01%Q1 2022Q4 20224
DEERE & CO 310.03%0.03%0.04%Q2 2015Q3 20164
DREMAN VALUE MANAGEMENT, L L C 310.33%0.56%0.72%Q1 2015Q1 20164
JOYN Advisors, Inc. 440.01%0.01%0.02%Q1 2018Q4 20184
ENTERPRISE FINANCIAL SERVICES CORP 440.00%0.00%0.00%Q2 2013Q1 20144
Verition Fund Management LLC 110.00%0.02%0.03%Q4 2019Q3 20224
OBERWEIS ASSET MANAGEMENT INC/ 310.08%0.14%0.16%Q2 2015Q2 20164
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q3 20233
HANSEATIC MANAGEMENT SERVICES INC 330.00%0.00%0.00%Q4 2016Q2 20173
Virtu Financial LLC 110.01%0.02%0.04%Q3 2017Q2 20213
STONERIDGE INVESTMENT PARTNERS LLC 330.18%0.24%0.32%Q1 2015Q3 20153
PATHSTONE FAMILY OFFICE, LLC 330.00%0.01%0.04%Q2 2020Q4 20203
Glassman Wealth Services 210.00%0.00%0.00%Q2 2022Q3 20233
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.00%0.00%0.00%Q4 2020Q1 20233
MITCHELL CAPITAL MANAGEMENT CO 330.62%0.74%0.86%Q4 2020Q2 20213
GAM Holding AG 210.00%0.00%0.00%Q4 2014Q4 20153
AJO, LP 210.00%0.00%0.00%Q1 2019Q2 20203
UBS OCONNOR LLC 330.01%0.01%0.02%Q4 2014Q2 20153
Front Row Advisors LLC 330.00%0.00%0.00%Q4 2018Q2 20193
First National Bank of Hutchinson 330.11%0.16%0.20%Q4 2020Q2 20213
TRUIST FINANCIAL CORP 210.00%0.00%0.00%Q2 2020Q2 20213
ExodusPoint Capital Management, LP 110.00%0.01%0.03%Q2 2020Q3 20233
J. W. Coons Advisors, LLC 330.09%0.10%0.11%Q4 2020Q2 20213
Financial Gravity Companies, Inc. 210.00%0.00%0.00%Q4 2017Q4 20183
Jump Financial, LLC 330.02%0.03%0.04%Q1 2023Q3 20233
SCHWARTZ INVESTMENT COUNSEL INC 330.39%0.41%0.44%Q2 2013Q4 20133
HARBOR CAPITAL ADVISORS, INC. 330.16%0.19%0.20%Q2 2023Q4 20233
CAPITAL FUND MANAGEMENT S.A. 110.00%0.01%0.01%Q1 2016Q1 20183
PICTET ASSET MANAGEMENT SA 330.00%0.00%0.00%Q4 2022Q2 20233
Dana Investment Advisors, Inc. 330.09%0.10%0.11%Q2 2017Q4 20173
Mount Yale Investment Advisors, LLC 330.01%0.01%0.01%Q1 2018Q3 20183
Procyon Advisors, LLC 330.00%0.00%0.01%Q4 2019Q2 20203
SILVERCREST ASSET MANAGEMENT GROUP LLC 330.10%0.28%0.38%Q4 2013Q2 20143
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 110.00%0.01%0.01%Q4 2020Q2 20233
Empower Advisory Group, LLC 330.00%0.04%0.06%Q1 2023Q3 20233
PHILADELPHIA TRUST CO 330.06%0.10%0.20%Q3 2014Q1 20153
BOOTHBAY FUND MANAGEMENT, LLC 330.04%0.06%0.12%Q2 2017Q4 20173
BB&T INVESTMENT SERVICES, INC. 330.00%0.00%0.01%Q2 2017Q4 20173
Sageworth Trust Co of South Dakota 330.00%0.01%0.01%Q4 2021Q2 20223
CIBC WORLD MARKET INC. 330.00%0.00%0.00%Q4 2016Q2 20173
MACKENZIE FINANCIAL CORP 330.00%0.00%0.00%Q4 2022Q2 20233
SIGNET FINANCIAL MANAGEMENT, LLC 210.00%0.00%0.00%Q2 2018Q4 20213
REGIONS FINANCIAL CORP 330.00%0.00%0.00%Q4 2017Q2 20183
HBK INVESTMENTS L P 210.00%0.00%0.00%Q4 2017Q2 20233
Sageworth Trust Co 330.00%0.00%0.00%Q2 2021Q4 20213
Petrus Trust Company, LTA 210.02%0.04%0.05%Q4 2022Q3 20233
Valeo Financial Advisors, LLC 330.00%0.00%0.00%Q3 2020Q1 20213
RIVER GLOBAL INVESTORS LLP 220.03%0.04%0.04%Q4 2015Q1 20162
Emerald Acquisition Ltd. 220.00%0.00%0.01%Q2 2016Q3 20162
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2020Q1 20212
Arkadios Wealth Advisors 220.00%0.00%0.01%Q2 2021Q3 20212
ALPS ADVISORS INC 220.00%0.00%0.00%Q3 2016Q4 20162
OLD MISSION CAPITAL LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Point72 Asset Management, L.P. 220.00%0.00%0.00%Q2 2019Q3 20192
BDO Wealth Advisors, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
DEPRINCE RACE & ZOLLO INC 220.41%0.55%0.70%Q2 2023Q3 20232
AMP Capital Investors Ltd 220.00%0.00%0.00%Q1 2019Q2 20192
Phocas Financial Corp. 220.43%0.57%0.71%Q2 2020Q3 20202
MARINO, STRAM & ASSOCIATES LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Edgestream Partners, L.P. 220.06%0.18%0.30%Q2 2023Q3 20232
Quantitative Systematic Strategies LLC 110.05%0.07%0.08%Q4 2015Q2 20202
PICTET ASSET MANAGEMENT LTD 220.00%0.00%0.00%Q4 2020Q1 20212
WealthBridge Capital Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Gradient Investments LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Convergence Investment Partners, LLC 110.03%0.13%0.23%Q1 2018Q3 20192
NATIXIS 110.00%0.01%0.01%Q3 2017Q1 20222
Gyon Technologies Capital Management, LP 220.07%0.11%0.14%Q1 2021Q2 20212
Apriem Advisors 220.00%0.00%0.00%Q3 2016Q4 20162
Cornerstone Wealth Management, LLC 220.01%0.01%0.01%Q2 2018Q3 20182
RAMSEY QUANTITATIVE SYSTEMS 110.38%0.40%0.41%Q2 2017Q3 20182
Freedom Investment Management, Inc. 220.04%0.05%0.05%Q2 2014Q3 20142
YorkBridge Wealth Partners, LLC 220.01%0.01%0.01%Q2 2017Q3 20172
Smart Portfolios, LLC 220.00%0.00%0.01%Q4 2018Q1 20192
Financial Architects, Inc 220.00%0.00%0.00%Q1 2017Q2 20172
Nine Chapters Capital Management LLC 110.10%0.27%0.43%Q2 2015Q4 20162
SCHRODER INVESTMENT MANAGEMENT GROUP 110.00%0.00%0.00%Q2 2013Q2 20222
FIRST HAWAIIAN BANK 220.00%0.00%0.00%Q3 2018Q4 20182
Janney Montgomery Scott LLC 110.00%0.00%0.00%Q4 2016Q3 20222
Commonwealth Equity Services, Inc 220.00%0.00%0.00%Q4 2013Q1 20142
Quantamental Technologies LLC 220.03%0.03%0.04%Q2 2019Q3 20192
NEW ENGLAND SECURITIES CORP /MA/ 220.00%0.00%0.00%Q3 2013Q4 20132
WHITTIER TRUST CO 110.00%0.00%0.00%Q1 2015Q3 20172
Alberta Investment Management Corp 110.00%0.01%0.01%Q1 2017Q3 20192
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.02%0.05%0.08%Q2 2015Q4 20172
ROPES WEALTH ADVISORS LLC 220.00%0.00%0.00%Q3 2017Q4 20172
LEUTHOLD GROUP, LLC 220.24%0.26%0.27%Q2 2016Q3 20162
SpiderRock Advisors, LLC 220.08%0.08%0.08%Q2 2020Q3 20202
Venturi Wealth Management, LLC 220.02%0.02%0.02%Q2 2021Q3 20212
Daiwa Securities Group Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Ridgewood Investments LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Steward Financial Group LLC 110.00%0.00%0.00%Q2 2022Q3 20232
Rotella Capital Management, Inc. 110.21%0.30%0.40%Q2 2015Q4 20152
TRUST CO OF VERMONT 110.00%0.00%0.00%Q2 2016Q4 20202
USA FINANCIAL FORMULAS 110.04%0.05%0.06%Q4 2016Q4 20202
Sterling Capital Management LLC 110.00%0.01%0.01%Q1 2016Q3 20192
Stratos Wealth Partners, LTD. 110.00%0.00%0.00%Q1 2018Q3 20182
Parallax Volatility Advisers, L.P. 220.00%0.00%0.00%Q4 2017Q1 20182
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 220.08%0.12%0.16%Q2 2013Q3 20132
Wealthspire Advisors, LLC 220.01%0.01%0.01%Q4 2020Q1 20212
State of Wyoming 220.01%0.01%0.01%Q4 2021Q1 20222
Centiva Capital, LP 110.01%0.01%0.02%Q2 2020Q1 20232
Zions Bancorporation, N.A. 220.00%0.00%0.00%Q1 2022Q2 20222
HIGHBRIDGE CAPITAL MANAGEMENT LLC 110.02%0.03%0.03%Q2 2015Q1 20172
Bell Investment Advisors, Inc 110.00%0.00%0.00%Q3 2021Q2 20222
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q2 2016Q3 20222
Roubaix Capital, LLC 224.40%4.41%4.43%Q1 2019Q2 20192
1620 INVESTMENT ADVISORS, INC. 220.23%0.24%0.24%Q4 2021Q1 20222
Blueshift Asset Management, LLC 110.02%0.03%0.04%Q3 2019Q4 20212
VALLEY WEALTH MANAGERS, INC. 110.00%0.00%0.00%Q2 2022Q2 20221
TWO SIGMA SECURITIES, LLC 110.08%0.08%0.08%Q3 2016Q3 20161
MIRABELLA FINANCIAL SERVICES LLP 110.06%0.06%0.06%Q1 2023Q1 20231
First Trust Direct Indexing L.P. 110.03%0.03%0.03%Q4 2020Q4 20201
Crow Point Partners, LLC 110.02%0.02%0.02%Q3 2016Q3 20161
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Karp Capital Management Corp 110.01%0.01%0.01%Q1 2017Q1 20171
CX Institutional 110.08%0.08%0.08%Q4 2022Q4 20221
BARINGS LLC 110.08%0.08%0.08%Q2 2014Q2 20141
XTX Topco Ltd 110.05%0.05%0.05%Q3 2023Q3 20231
BlueCrest Capital Management Ltd 110.01%0.01%0.01%Q1 2019Q1 20191
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 110.01%0.01%0.01%Q2 2013Q2 20131
Silvant Capital Management LLC 110.03%0.03%0.03%Q1 2018Q1 20181
Irish Life Investment Managers Ltd. 110.00%0.00%0.00%Q2 2013Q2 20131
TORONTO DOMINION BANK 110.00%0.00%0.00%Q4 2020Q4 20201
ClariVest Asset Management LLC 110.05%0.05%0.05%Q2 2017Q2 20171
Delpha Capital Management, LLC 110.06%0.06%0.06%Q4 2017Q4 20171
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Concord Wealth Partners 110.00%0.00%0.00%Q4 2022Q4 20221
Lebenthal Global Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Ausbil Investment Management Ltd 110.64%0.64%0.64%Q4 2022Q4 20221
STUDIO INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
GIRARD PARTNERS LTD. 110.02%0.02%0.02%Q3 2018Q3 20181
MV CAPITAL MANAGEMENT, INC. 110.00%0.00%0.00%Q3 2018Q3 20181
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 110.00%0.00%0.00%Q1 2018Q1 20181
Covington Capital Management 110.00%0.00%0.00%Q2 2019Q2 20191
WOLVERINE ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q4 2014Q4 20141
American Portfolios Advisors 110.00%0.00%0.00%Q1 2021Q1 20211
FNY Managed Accounts LLC 110.01%0.01%0.01%Q3 2017Q3 20171
Index Management Solutions, LLC 110.03%0.03%0.03%Q3 2014Q3 20141
Private Advisor Group, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Airain ltd 110.04%0.04%0.04%Q1 2016Q1 20161
CAPSTONE INVESTMENT ADVISORS, LLC 110.01%0.01%0.01%Q4 2016Q4 20161
AMUNDI ASSET MANAGEMENT US, INC. 110.00%0.00%0.00%Q1 2021Q1 20211
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Alpine Global Management, LLC 110.07%0.07%0.07%Q4 2019Q4 20191
ELLINGTON MANAGEMENT GROUP LLC 110.02%0.02%0.02%Q1 2018Q1 20181
Sonora Investment Management, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
PRIVATE TRUST CO NA 110.00%0.00%0.00%Q4 2022Q4 20221
Atria Investments, Inc 110.02%0.02%0.02%Q4 2020Q4 20201
Kingsview Wealth Management, LLC 110.02%0.02%0.02%Q2 2020Q2 20201
ADIRONDACK TRUST CO 110.01%0.01%0.01%Q3 2023Q3 20231
Ilmarinen Mutual Pension Insurance Co 110.00%0.00%0.00%Q1 2022Q1 20221
APG Asset Management N.V. 110.00%0.00%0.00%Q2 2019Q2 20191
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
Arabesque Asset Management Ltd 110.68%0.68%0.68%Q1 2021Q1 20211
EAM Investors, LLC 110.23%0.23%0.23%Q3 2020Q3 20201
Belpointe Asset Management LLC 110.00%0.00%0.00%Q4 2022Q4 20221
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Illinois Municipal Retirement Fund 110.02%0.02%0.02%Q3 2023Q3 20231
INCEPTIONR LLC 110.28%0.28%0.28%Q1 2023Q1 20231
R&F Capital Advisors LP 110.14%0.14%0.14%Q1 2017Q1 20171
MOODY NATIONAL BANK TRUST DIVISION 110.00%0.00%0.00%Q1 2019Q1 20191
Rathbones Group PLC 110.00%0.00%0.00%Q3 2023Q3 20231
Magnus Financial Group LLC 110.02%0.02%0.02%Q2 2020Q2 20201
Empirical Finance, LLC 110.01%0.01%0.01%Q4 2016Q4 20161
FLAGSHIP HARBOR ADVISORS, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
MARSHALL WACE, LLP 110.01%0.01%0.01%Q3 2020Q3 20201
American Financial Network Advisory Services LLC 110.00%0.00%0.00%Q3 2017Q3 20171
WBI INVESTMENTS, LLC 110.06%0.06%0.06%Q4 2017Q4 20171
MARSHALL WACE ASIA Ltd 110.02%0.02%0.02%Q1 2017Q1 20171
Y-Intercept (Hong Kong) Ltd 110.07%0.07%0.07%Q3 2023Q3 20231
Vanguard Personalized Indexing Management, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
MUFG Securities EMEA plc 110.01%0.01%0.01%Q3 2018Q3 20181
Maven Securities LTD 110.04%0.04%0.04%Q4 2019Q4 20191
Cable Hill Partners, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
OCCUDO QUANTITATIVE STRATEGIES LP 110.18%0.18%0.18%Q3 2023Q3 20231
Amalgamated Financial Corp. 110.01%0.01%0.01%Q1 2022Q1 20221
NumerixS Investment Technologies Inc 110.00%0.00%0.00%Q1 2017Q1 20171
LBA Wealth Management, LLC 110.00%0.00%0.00%Q3 2014Q3 20141
Janney Capital Management LLC 110.10%0.10%0.10%Q3 2013Q3 20131
THB ASSET MANAGEMENT 110.19%0.19%0.19%Q4 2020Q4 20201
Cordant, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Authentikos Wealth Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
AMERICAN NATIONAL BANK 110.02%0.02%0.02%Q3 2014Q3 20141
Acrisure Capital Management, LLC 110.23%0.23%0.23%Q1 2023Q1 20231
Wellington Shields & Co., LLC 110.68%0.68%0.68%Q3 2019Q3 20191
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
TSFG, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Alpha Quant Advisors, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
GENERAL MOTORS INVESTMENT MANAGEMENT CORP 110.02%0.02%0.02%Q2 2014Q2 20141
Mitsubishi UFJ Asset Management Co., Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
ArrowMark Colorado Holdings LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Walleye Capital LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
TD Waterhouse Canada Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Focused Wealth Management, Inc 110.01%0.01%0.01%Q4 2020Q4 20201
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
VIRGINIA RETIREMENT SYSTEM 110.02%0.02%0.02%Q1 2016Q1 20161
Csenge Advisory Group 110.00%0.00%0.00%Q3 2018Q3 20181
BENJAMIN F. EDWARDS & COMPANY, INC. 110.00%0.00%0.00%Q4 2013Q4 20131
Bellwether Investment Group, LLC 110.01%0.01%0.01%Q2 2016Q2 20161
External links

This page lists all the filers that currently own STEPAN CO or have owned STEPAN CO in the past.