SUMITOMO MITSUI FINL GROUP I shareholder history

Current and past SUMITOMO MITSUI FINL GROUP I shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
GOLDMAN SACHS GROUP INC 4240.00%0.01%0.02%Q1 2012Q3 202347
WELLS FARGO & COMPANY/MN 42420.01%0.01%0.02%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.01%0.02%Q2 2013Q3 202342
Laird Norton Wetherby Wealth Management, LLC 42420.05%0.11%0.21%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.03%0.08%Q2 2013Q3 202342
TRUIST FINANCIAL CORP 42420.00%0.04%0.14%Q2 2013Q3 202342
Renaissance Technologies 42420.00%0.02%0.06%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.00%0.01%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.03%Q2 2013Q3 202342
NATIXIS ADVISORS, L.P. 42420.01%0.07%0.17%Q2 2013Q3 202342
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1110.00%0.00%0.00%Q2 2013Q3 202342
LAZARD ASSET MANAGEMENT LLC 42420.05%0.16%0.25%Q2 2013Q3 202342
JOHNSON INVESTMENT COUNSEL INC 42420.01%0.01%0.02%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.00%Q2 2013Q3 202342
SIGNATUREFD, LLC 42420.00%0.03%0.07%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.02%0.04%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.02%0.03%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.00%0.00%Q2 2013Q3 202342
M&T BANK CORP 42420.00%0.01%0.03%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.00%0.00%0.01%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.01%Q2 2013Q3 202342
Citadel Advisors 1010.00%0.00%0.00%Q4 2013Q3 202342
Advisors Asset Management, Inc. 42420.01%0.03%0.05%Q2 2013Q3 202342
CAUSEWAY CAPITAL MANAGEMENT LLC 42420.12%0.28%0.60%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.01%0.03%Q2 2013Q3 202342
FIFTH THIRD BANCORP 31100.00%0.00%0.00%Q2 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.00%Q2 2013Q3 202341
PNC FINANCIAL SERVICES GROUP, INC. 4010.00%0.00%0.01%Q2 2013Q3 202341
Dorsey & Whitney Trust CO LLC 29120.02%0.05%0.12%Q2 2013Q3 202341
Invesco Ltd. 3280.00%0.00%0.01%Q2 2013Q3 202340
D. E. Shaw & Co., Inc. 3730.00%0.01%0.03%Q2 2013Q2 202340
First Horizon Advisors, Inc. 17100.00%0.00%0.01%Q1 2012Q3 202339
COMERICA BANK 39390.01%0.02%0.04%Q2 2013Q4 202239
Fisher Asset Management, LLC 26120.00%0.16%0.62%Q2 2013Q3 202338
HighTower Advisors, LLC 2920.00%0.00%0.02%Q3 2013Q3 202338
STIFEL FINANCIAL CORP 3710.00%0.01%0.02%Q1 2014Q3 202338
J.P. Morgan Private Wealth Advisors LLC 3080.00%0.00%0.01%Q1 2014Q3 202338
LPL Financial LLC 3610.00%0.00%0.01%Q2 2013Q3 202337
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
SEI INVESTMENTS CO 36360.00%0.01%0.02%Q4 2014Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.03%0.04%0.06%Q2 2013Q1 202236
EAGLE ASSET MANAGEMENT INC 35350.00%0.00%0.01%Q1 2015Q3 202335
Checchi Capital Advisers, LLC 35350.02%0.03%0.06%Q1 2015Q3 202335
Rehmann Capital Advisory Group 1480.01%0.04%0.12%Q4 2010Q3 202335
REGIONS FINANCIAL CORP 35350.00%0.01%0.03%Q1 2015Q3 202335
STATE STREET CORP 2110.00%0.00%0.00%Q4 2013Q3 202334
Chevy Chase Trust Holdings, LLC 2420.00%0.00%0.00%Q3 2014Q3 202334
BTC Capital Management, Inc. 34340.05%0.11%0.26%Q2 2015Q3 202334
QUADRANT CAPITAL GROUP LLC 34340.00%0.05%0.10%Q2 2015Q3 202334
SVB WEALTH LLC 19150.00%0.01%0.03%Q4 2014Q3 202334
ENTERPRISE FINANCIAL SERVICES CORP 34340.00%0.02%0.03%Q2 2013Q3 202134
GEODE CAPITAL MANAGEMENT, LLC 33330.00%0.00%0.00%Q4 2013Q4 202133
GUGGENHEIM CAPITAL LLC 1410.00%0.00%0.01%Q2 2013Q3 202333
JNBA Financial Advisors 17160.00%0.00%0.03%Q3 2014Q4 202233
Tower Research Capital LLC (TRC) 1210.00%0.00%0.01%Q2 2013Q3 202332
GLENMEDE TRUST CO NA 2040.00%0.00%0.03%Q2 2013Q3 202332
ASSETMARK, INC 32320.00%0.00%0.00%Q4 2015Q3 202332
Orbis Allan Gray Ltd 31310.00%0.03%0.09%Q1 2016Q3 202331
IFP Advisors, Inc 17140.00%0.00%0.01%Q4 2015Q3 202331
RAYMOND JAMES TRUST N.A. 31310.01%0.02%0.05%Q1 2014Q3 202131
Aperio Group, LLC 31310.11%0.16%0.23%Q2 2013Q4 202031
Carroll Financial Associates, Inc. 2740.00%0.00%0.00%Q4 2013Q4 202131
Freestone Capital Holdings, LLC 31310.00%0.06%0.15%Q4 2015Q2 202331
Advisory Services Network, LLC 1310.00%0.00%0.04%Q4 2013Q3 202331
Gilman Hill Asset Management, LLC 31310.29%0.57%0.86%Q1 2016Q3 202331
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2740.00%0.03%0.13%Q2 2013Q3 202331
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 30300.01%0.10%0.40%Q3 2013Q4 202030
Morningstar Investment Services LLC 30300.00%0.01%0.01%Q2 2016Q3 202330
Creative Planning 1430.00%0.00%0.02%Q1 2014Q3 202329
MILLENNIUM MANAGEMENT LLC 1110.00%0.00%0.02%Q2 2013Q3 202329
Janney Montgomery Scott LLC 29290.00%0.01%0.03%Q3 2016Q3 202329
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 810.00%0.00%0.00%Q2 2014Q3 202329
BLAIR WILLIAM & CO/IL 2710.00%0.01%0.04%Q2 2013Q1 202129
HUNTINGTON NATIONAL BANK 2420.00%0.00%0.00%Q4 2011Q3 202329
JANE STREET GROUP, LLC 810.00%0.01%0.06%Q1 2014Q3 202329
Parallel Advisors, LLC 28280.00%0.01%0.01%Q4 2016Q3 202328
World Asset Management Inc 28280.02%0.09%0.16%Q2 2013Q1 202028
Cubist Systematic Strategies, LLC 1410.00%0.01%0.06%Q2 2014Q1 202328
GREENLEAF TRUST 28280.00%0.02%0.04%Q4 2016Q3 202328
OPPENHEIMER ASSET MANAGEMENT INC. 27270.01%0.02%0.04%Q1 2017Q3 202327
Winslow, Evans & Crocker, Inc. 27270.00%0.00%0.01%Q4 2013Q2 202027
INTRUST BANK NA 15120.01%0.19%0.46%Q2 2013Q4 202027
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.01%Q2 2013Q4 201927
ClearBridge Investments 27270.00%0.01%0.03%Q2 2013Q4 201927
BBVA USA Bancshares, Inc. 16110.01%0.08%0.17%Q4 2013Q1 202127
SCHRODER INVESTMENT MANAGEMENT GROUP 2070.00%0.00%0.00%Q2 2013Q3 202327
FDx Advisors, Inc. 1110.00%0.01%0.03%Q1 2015Q3 202326
RHUMBLINE ADVISERS 1310.00%0.00%0.00%Q2 2013Q3 202326
PARK AVENUE SECURITIES LLC 26260.00%0.01%0.03%Q2 2017Q3 202326
Steward Partners Investment Advisory, LLC 1880.00%0.00%0.01%Q4 2016Q3 202326
UBS ASSET MANAGEMENT AMERICAS INC 26260.00%0.00%0.01%Q2 2013Q3 201926
MML INVESTORS SERVICES, LLC 26260.00%0.01%0.01%Q2 2017Q3 202326
DEUTSCHE BANK AG\ 1810.00%0.00%0.01%Q3 2013Q2 202126
Crossmark Global Holdings, Inc. 2510.06%0.24%0.41%Q3 2016Q3 202326
Hexavest Inc. 26260.00%0.00%0.00%Q2 2013Q3 201926
Raymond James Financial Services Advisors, Inc. 1430.00%0.00%0.00%Q1 2016Q3 202326
NEXT Financial Group, Inc 1350.00%0.00%0.01%Q3 2014Q4 202125
Avalon Investment & Advisory 15100.01%0.03%0.07%Q4 2013Q2 202025
FMR LLC 2230.00%0.00%0.01%Q2 2013Q3 202325
FRANKLIN RESOURCES INC 2410.00%0.00%0.01%Q1 2015Q3 202325
TCI Wealth Advisors, Inc. 2050.00%0.01%0.01%Q3 2013Q4 201925
ETRADE Capital Management LLC 2230.00%0.06%0.14%Q3 2013Q3 202025
HOWE & RUSLING INC 24240.01%0.01%0.02%Q2 2013Q1 201924
Atria Investments, Inc 1820.01%0.02%0.07%Q4 2013Q1 202224
TD ASSET MANAGEMENT INC 24240.00%0.00%0.00%Q2 2013Q1 201924
Verdence Capital Advisors LLC 24240.05%0.13%0.20%Q4 2017Q3 202324
CWM, LLC 1110.00%0.00%0.00%Q4 2015Q3 202324
Pinnacle Wealth Planning Services, Inc. 24240.04%0.10%0.32%Q4 2017Q3 202324
EVERGREEN CAPITAL MANAGEMENT LLC 24240.01%0.10%0.26%Q4 2017Q3 202324
ADVISOR PARTNERS LLC 24240.02%0.07%0.10%Q3 2016Q2 202224
BlackRock Inc. 1320.00%0.00%0.00%Q4 2016Q3 202324
LAKE STREET ADVISORS GROUP, LLC 1580.02%0.02%0.03%Q4 2017Q3 202323
CREDIT SUISSE AG/ 1020.00%0.00%0.01%Q1 2013Q2 202223
BARCLAYS PLC 910.00%0.00%0.00%Q2 2013Q3 202323
ATLAS CAPITAL ADVISORS LLC 23230.02%0.05%0.13%Q1 2018Q3 202323
NINE MASTS CAPITAL Ltd 2210.02%4.84%19.42%Q4 2014Q3 202023
COMMONWEALTH EQUITY SERVICES, LLC 23230.00%0.00%0.00%Q1 2018Q3 202323
SUNTRUST BANKS INC 12110.00%0.02%0.04%Q4 2013Q3 201923
TWO SIGMA ADVISERS, LP 2020.00%0.01%0.02%Q3 2014Q3 202022
CIBC WORLD MARKET INC. 1610.00%0.01%0.03%Q3 2015Q3 202322
Cornerstone Advisors, Inc. 1840.00%0.01%0.05%Q2 2013Q2 201922
TWO SIGMA INVESTMENTS, LP 610.00%0.01%0.05%Q2 2013Q3 202322
BOKF, NA 1410.00%0.00%0.01%Q4 2017Q3 202322
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 22220.00%0.00%0.00%Q2 2018Q3 202322
UNITED CAPITAL FINANCIAL ADVISORS, LLC 1110.00%0.01%0.03%Q2 2013Q4 202222
People's United Financial, Inc. 12100.01%0.08%0.17%Q4 2013Q3 201922
LS Investment Advisors, LLC 22220.00%0.00%0.00%Q2 2013Q3 201822
HANCOCK WHITNEY CORP 1110.00%0.00%0.01%Q4 2013Q4 202222
Caprock Group, LLC 1840.01%0.03%0.07%Q2 2017Q3 202322
Rockefeller Capital Management L.P. 1920.00%0.00%0.01%Q1 2018Q2 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
CAPITAL GUARDIAN TRUST CO 1620.00%0.04%0.10%Q2 2013Q1 201921
FARMERS & MERCHANTS INVESTMENTS INC 1110.00%0.00%0.00%Q2 2013Q3 202321
FEDERATED HERMES, INC. 1010.00%0.01%0.03%Q2 2013Q3 202321
OLD MISSION CAPITAL LLC 610.00%0.08%0.33%Q4 2014Q1 202321
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 1920.00%0.00%0.01%Q2 2013Q3 202321
Sterling Capital Management LLC 1920.00%0.00%0.01%Q4 2013Q3 201921
Pacer Advisors, Inc. 1110.00%0.07%0.36%Q4 2013Q3 202320
Neuberger Berman Group LLC 910.00%0.01%0.03%Q2 2013Q2 202320
Quantbot Technologies LP 1110.00%0.01%0.06%Q3 2013Q4 202220
Zions Bancorporation, N.A. 20200.00%0.02%0.04%Q4 2018Q3 202320
FinTrust Capital Advisors, LLC 20200.00%0.00%0.01%Q4 2018Q3 202320
Simplicity Solutions, LLC 710.00%0.04%0.16%Q4 2016Q3 202320
BB&T SECURITIES, LLC 1190.00%0.02%0.04%Q4 2013Q3 201920
Lindbrook Capital, LLC 20200.01%0.04%0.09%Q4 2018Q3 202320
PEAK6 Group LLC 1110.00%0.00%0.01%Q2 2013Q2 201820
STEPHENS INC /AR/ 1030.00%0.00%0.01%Q4 2016Q3 202319
DREMAN VALUE MANAGEMENT, L L C 1540.00%0.21%0.64%Q2 2013Q1 201819
Glassman Wealth Services 1410.00%0.00%0.01%Q4 2017Q3 202319
Valeo Financial Advisors, LLC 1540.00%0.00%0.01%Q3 2017Q3 202319
HBK INVESTMENTS L P 510.00%0.01%0.02%Q2 2013Q2 201919
Investors Research Corp 19190.00%0.15%0.27%Q1 2019Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.01%0.02%0.05%Q1 2019Q3 202319
RIVERHEAD CAPITAL MANAGEMENT LLC 19190.01%0.04%0.09%Q1 2014Q3 201819
Front Row Advisors LLC 19190.01%0.01%0.01%Q4 2017Q2 202219
Private Advisor Group, LLC 1410.00%0.00%0.01%Q1 2017Q3 202319
Lenox Wealth Advisors, LLC 1360.00%0.00%0.04%Q3 2014Q3 202019
SAGE RHINO CAPITAL LLC 19190.07%0.08%0.10%Q1 2019Q3 202319
Private Capital Group, LLC 19190.01%0.02%0.04%Q4 2017Q2 202219
LEVEL FOUR ADVISORY SERVICES, LLC 19190.03%0.09%0.38%Q4 2016Q2 202119
Covenant Partners, LLC 19190.08%0.20%0.26%Q1 2019Q3 202319
EATON VANCE MANAGEMENT 1260.00%0.00%0.00%Q2 2013Q1 202218
BRINKER CAPITAL INC 18180.02%0.11%0.19%Q1 2016Q2 202018
Cresset Asset Management, LLC 1620.00%0.01%0.02%Q4 2018Q3 202318
Vestmark Advisory Solutions, Inc. 18180.01%0.03%0.09%Q1 2019Q2 202318
UNITED SERVICES AUTOMOBILE ASSOCIATION 990.00%0.00%0.00%Q4 2013Q2 201918
Cutler Group LLC / CA 840.00%0.00%0.01%Q4 2015Q3 202118
Wealthspire Advisors, L.P. 1530.00%0.00%0.01%Q4 2015Q2 202018
Ballentine Partners, LLC 1410.00%0.01%0.01%Q2 2018Q3 202318
ACCIDENT COMPENSATION CORP 18180.32%0.65%1.00%Q1 2016Q2 202018
BESSEMER GROUP INC 710.00%0.00%0.00%Q4 2015Q3 202318
FIRST TRUST ADVISORS LP 18180.00%0.02%0.12%Q2 2013Q3 201718
Boston Trust Walden Corp 18180.00%0.00%0.01%Q4 2017Q1 202218
Global Retirement Partners, LLC 720.00%0.00%0.00%Q1 2018Q3 202318
CAMBIAR INVESTORS LLC 990.42%2.12%3.56%Q4 2013Q2 201918
CAPSTONE ASSET MANAGEMENT CO 17170.10%0.15%0.23%Q2 2013Q2 201717
GROUP ONE TRADING, L.P. 810.00%0.00%0.02%Q2 2013Q3 202317
American Portfolios Advisors 1520.00%0.00%0.00%Q4 2017Q3 202217
Mount Yale Investment Advisors, LLC 980.02%0.11%0.25%Q3 2018Q3 202317
D.A. DAVIDSON & CO. 17170.00%0.00%0.00%Q2 2013Q2 201717
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 710.00%0.02%0.06%Q1 2017Q2 202317
Inspire Investing, LLC 1610.01%0.02%0.06%Q4 2017Q3 202317
WHITTIER TRUST CO 1240.00%0.00%0.00%Q2 2013Q2 202016
SMITH ASSET MANAGEMENT GROUP LP 16160.00%0.01%0.01%Q2 2013Q1 201716
Column Capital Advisors, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
CAPTRUST FINANCIAL ADVISORS 16160.00%0.00%0.00%Q4 2019Q3 202316
Point View Wealth Management, Inc. 16160.06%0.11%0.24%Q4 2013Q3 201716
HARTFORD INVESTMENT MANAGEMENT CO 1240.00%0.00%0.01%Q3 2015Q1 202016
AMERICAN CENTURY COMPANIES INC 16160.00%0.00%0.01%Q4 2019Q3 202316
WRIGHT INVESTORS SERVICE INC 1150.06%0.98%2.33%Q2 2013Q4 201716
COWEN AND COMPANY, LLC 16161.94%4.60%17.79%Q3 2019Q2 202316
MAI Capital Management 1060.00%0.00%0.01%Q4 2017Q1 202216
Clarius Group, LLC 910.01%0.02%0.04%Q2 2018Q3 202316
KEYBANK NATIONAL ASSOCIATION/OH 840.00%0.00%0.00%Q1 2015Q3 202316
CONNABLE OFFICE INC 16160.09%0.18%0.27%Q2 2013Q1 201716
Cerity Partners LLC 810.00%0.02%0.03%Q1 2017Q3 202316
ANDERSON HOAGLAND & CO 16160.35%0.50%1.09%Q4 2019Q3 202316
ALLIANCEBERNSTEIN L.P. 1240.00%0.00%0.00%Q2 2013Q3 201916
SIMPLEX TRADING, LLC 1120.00%0.00%0.02%Q1 2015Q3 202316
LMR Partners LLP 910.00%0.67%3.71%Q2 2016Q1 202316
PRUDENTIAL FINANCIAL INC 1420.00%0.00%0.00%Q1 2019Q3 202316
Ethic Inc. 16160.01%0.08%0.13%Q4 2019Q3 202316
WASHINGTON TRUST Co 1510.00%0.00%0.00%Q2 2018Q3 202316
MILES CAPITAL, INC. 15150.05%0.10%0.13%Q3 2016Q1 202015
Cowen Investment Management LLC 15150.12%21.29%51.93%Q1 2020Q3 202315
GENESEE VALLEY TRUST CO 1140.14%0.26%0.37%Q2 2013Q1 201815
Vanguard Personalized Indexing Management, LLC 15150.02%0.09%0.58%Q1 2020Q3 202315
Manchester Capital Management LLC 530.00%0.01%0.02%Q2 2014Q3 202315
Patriot Financial Group Insurance Agency, LLC 15150.00%0.00%0.01%Q4 2018Q2 202215
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
Cadence Bank 15150.02%0.02%0.03%Q4 2017Q2 202115
RITHOLTZ WEALTH MANAGEMENT 15150.01%0.04%0.07%Q1 2020Q3 202315
TWO SIGMA SECURITIES, LLC 410.00%0.02%0.19%Q1 2016Q3 202215
DELTA ASSET MANAGEMENT LLC/TN 15150.00%0.00%0.00%Q1 2017Q3 202015
Altium Wealth Management LLC 1050.01%0.04%0.08%Q2 2018Q2 202215
Berman Capital Advisors, LLC 1230.00%0.01%0.04%Q4 2017Q3 202115
Proficio Capital Partners LLC 15150.01%0.03%0.06%Q4 2015Q2 201915
OFI Advisors LLC 1140.01%0.02%0.04%Q3 2011Q3 201515
Corient Capital Partners, LLC 15150.01%0.03%0.04%Q1 2019Q3 202215
Gemmer Asset Management LLC 1020.00%0.00%0.00%Q1 2018Q1 202215
MOTCO 610.00%0.00%0.00%Q2 2013Q3 202315
THOMAS WHITE INTERNATIONAL LTD 860.00%0.16%0.49%Q3 2015Q2 202314
Qube Research & Technologies Ltd 1010.01%0.04%0.08%Q4 2019Q3 202314
OLD NATIONAL BANCORP /IN/ 1130.01%0.01%0.01%Q2 2015Q2 202014
HARBOR INVESTMENT ADVISORY, LLC 14140.02%0.02%0.03%Q1 2020Q2 202314
BROWN BROTHERS HARRIMAN & CO 610.00%0.00%0.00%Q4 2014Q3 202214
PDS Planning, Inc 14140.02%0.03%0.05%Q2 2020Q3 202314
CREATIVE FINANCIAL DESIGNS INC /ADV 860.00%0.00%0.00%Q4 2016Q3 202114
RELIANCE TRUST CO OF DELAWARE 1210.01%0.09%0.18%Q3 2013Q1 201914
Ellevest, Inc. 1210.00%0.01%0.03%Q2 2019Q1 202314
AdvisorNet Financial, Inc 730.00%0.00%0.00%Q4 2017Q1 202214
JANICZEK WEALTH MANAGEMENT, LLC 14140.00%0.01%0.02%Q2 2020Q3 202314
Icon Wealth Partners, LLC 920.01%0.04%0.08%Q4 2017Q3 202314
Rosenberg Matthew Hamilton 14140.01%0.02%0.02%Q2 2020Q3 202314
Sanders Capital, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
Prudent Man Advisors, LLC 14140.04%0.06%0.10%Q2 2020Q3 202314
Matterhorn Capital Management, LLC 14140.40%1.20%1.61%Q2 2013Q3 201614
RMB Capital Management, LLC 950.01%0.01%0.02%Q2 2013Q2 201914
STEVENS CAPITAL MANAGEMENT LP 510.01%0.01%0.04%Q1 2014Q2 201913
Hexagon Capital Partners LLC 13130.01%0.01%0.02%Q3 2020Q3 202313
BAHL & GAYNOR INC 13130.00%0.00%0.00%Q3 2015Q3 201813
SevenBridge Financial Group, LLC 13130.00%0.00%0.01%Q2 2016Q2 201913
Te Ahumairangi Investment Management Ltd 13130.18%0.31%0.39%Q3 2020Q3 202313
Marks Group Wealth Management, Inc 13130.01%0.02%0.02%Q4 2019Q4 202213
Balentine LLC 910.00%0.00%0.01%Q3 2018Q2 202213
Russell Investments Group, Ltd. 1030.00%0.01%0.01%Q2 2018Q3 202313
Hilltop Holdings Inc. 1120.01%0.02%0.04%Q3 2015Q2 202013
Sequoia Financial Advisors, LLC 850.00%0.01%0.01%Q2 2020Q3 202313
Keel Point, LLC 13130.01%0.01%0.02%Q3 2020Q3 202313
PEAK6 Investments LLC 310.00%0.00%0.00%Q1 2021Q3 202313
THOMPSON DAVIS & CO., INC. 13130.02%0.02%0.03%Q3 2014Q3 201713
Zions Bancorporation 1010.00%0.01%0.04%Q1 2015Q3 201813
GRATRY & Co LLC 621.01%2.24%3.47%Q4 2013Q1 201813
EVOKE WEALTH, LLC 13130.00%0.00%0.01%Q3 2019Q3 202213
Pinnacle Bancorp, Inc. 1210.00%0.01%0.03%Q1 2017Q3 202113
Boston Partners 630.00%0.00%0.00%Q1 2019Q3 202313
KANALY TRUST CO 13130.00%0.01%0.02%Q4 2013Q4 201613
MANUFACTURERS LIFE INSURANCE COMPANY, THE 1120.00%0.00%0.00%Q1 2015Q2 201813
FULTON BANK, N.A. 760.01%0.02%0.05%Q4 2014Q2 202013
MISSION WEALTH MANAGEMENT, LP 12120.01%0.02%0.03%Q4 2020Q3 202312
ACADIAN ASSET MANAGEMENT LLC 610.00%0.00%0.00%Q3 2013Q1 202012
RNC CAPITAL MANAGEMENT LLC 12120.01%0.02%0.02%Q4 2020Q3 202312
NOMURA HOLDINGS INC 310.00%2.41%15.11%Q1 2013Q3 202212
Freedom Investment Management, Inc. 610.00%0.18%0.87%Q2 2014Q2 202212
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
MCKINLEY CAPITAL MANAGEMENT LLC 12120.00%0.01%0.01%Q1 2014Q4 201612
Kestra Advisory Services, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
First Trust Direct Indexing L.P. 12120.06%0.17%0.31%Q4 2020Q3 202312
Snowden Capital Advisors LLC 420.00%0.00%0.01%Q2 2019Q3 202312
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 1110.03%0.09%0.13%Q3 2015Q2 202012
McIlrath & Eck, LLC 12120.00%0.00%0.00%Q1 2019Q4 202112
TODD ASSET MANAGEMENT LLC 1110.08%0.33%0.44%Q3 2015Q2 202012
Plante Moran Financial Advisors, LLC 12120.00%0.01%0.04%Q4 2016Q3 201912
PARK NATIONAL CORP /OH/ 910.00%0.01%0.01%Q4 2015Q4 202112
Nuveen Fund Advisors, LLC 11110.01%0.12%0.69%Q2 2016Q4 201811
RONALD BLUE & CO LLC 1010.00%0.06%0.08%Q2 2013Q2 201711
FINANCIAL COUNSELORS INC 11110.00%0.01%0.01%Q4 2017Q2 202011
Capital Bank & Trust Co 11110.00%0.02%0.08%Q2 2017Q4 201911
Capital World Investors 11110.05%0.07%0.08%Q2 2013Q4 201511
Bartlett & Co. LLC 610.00%0.00%0.00%Q3 2013Q2 202111
MUFG Americas Holdings Corp 710.00%0.00%0.00%Q4 2010Q3 202111
LIBERTY WEALTH MANAGEMENT LLC 740.00%0.02%0.05%Q4 2018Q3 202111
CASTLEARK MANAGEMENT LLC 610.08%0.13%0.26%Q2 2013Q4 202111
COMERICA SECURITIES INC 11110.01%0.03%0.08%Q2 2016Q4 201811
BANCORPSOUTH INC 11110.02%0.02%0.03%Q1 2015Q3 201711
Virtu KCG Holdings LLC 710.00%0.02%0.05%Q3 2013Q2 201711
Baystate Wealth Management LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Steinberg Global Asset Management 11110.02%0.03%0.05%Q2 2013Q4 201511
Eagle Bay Advisors LLC 630.00%0.01%0.01%Q2 2021Q3 202311
Inspire Advisors, LLC 830.02%0.05%0.08%Q4 2020Q3 202311
First Personal Financial Services 740.00%0.00%0.01%Q4 2014Q2 201911
CADENCE BANK NA 650.04%0.08%0.15%Q2 2013Q1 201611
First Allied Advisory Services, Inc. 830.00%0.01%0.01%Q3 2015Q2 202011
NAVELLIER & ASSOCIATES INC 11110.00%0.01%0.02%Q1 2013Q3 201511
Spire Wealth Management 11110.00%0.00%0.00%Q1 2021Q3 202311
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
180 WEALTH ADVISORS, LLC 730.03%0.07%0.13%Q4 2017Q3 202010
TELEMUS CAPITAL, LLC 910.02%0.04%0.08%Q3 2013Q2 201910
EDMOND DE ROTHSCHILD HOLDING S.A. 10100.01%0.01%0.02%Q1 2018Q2 202010
Engineers Gate Manager LP 410.00%0.01%0.03%Q2 2016Q1 202310
Enterprise Trust & Investment Co 910.00%0.01%0.01%Q3 2019Q2 202210
Regal Investment Advisors LLC 10100.00%0.00%0.00%Q2 2013Q3 201510
Concord Wealth Partners 640.00%0.00%0.00%Q1 2021Q3 202310
FineMark National Bank & Trust 10100.00%0.00%0.00%Q2 2013Q3 201510
WRAPMANAGER INC 910.09%0.16%0.20%Q4 2015Q2 201910
HIGH POINTE CAPITAL MANAGEMENT LLC 10100.04%0.22%0.36%Q1 2015Q2 201710
EAGLE GLOBAL ADVISORS LLC 710.02%0.18%0.32%Q2 2013Q3 202310
PEAPACK GLADSTONE FINANCIAL CORP 10100.00%0.00%0.00%Q3 2020Q4 202210
OPPENHEIMER & CO INC 10100.00%0.01%0.01%Q2 2013Q3 201510
Retirement Group, LLC 910.00%0.00%0.00%Q4 2019Q2 202210
ELLINGTON MANAGEMENT GROUP LLC 210.02%0.05%0.18%Q2 2013Q1 202010
Convergence Investment Partners, LLC 910.00%0.03%0.08%Q2 2013Q1 201810
Cetera Investment Advisers 10100.00%0.00%0.00%Q2 2021Q3 202310
SRS Capital Advisors, Inc. 910.01%0.04%0.07%Q4 2016Q2 201910
Lenox Wealth Management, Inc. 910.00%0.01%0.04%Q2 2017Q2 202010
KB FINANCIAL PARTNERS, LLC 820.00%0.00%0.00%Q1 2021Q3 202310
WESTWOOD HOLDINGS GROUP INC 10100.01%0.06%0.18%Q2 2021Q3 202310
Brinker Capital Investments, LLC 10100.00%0.04%0.06%Q3 2020Q4 202210
West Family Investments, Inc. 10100.05%0.13%0.26%Q2 2021Q3 202310
Smithfield Trust Co 630.00%0.00%0.01%Q2 2015Q3 20229
BANK OF HAWAII 720.01%0.02%0.03%Q4 2018Q2 20229
FLAGSHIP HARBOR ADVISORS, LLC 720.00%0.00%0.01%Q2 2018Q3 20209
Foyston, Gordon, & Payne Inc 990.52%0.59%0.69%Q3 2014Q3 20169
River Road Asset Management, LLC 990.00%0.00%0.01%Q2 2017Q2 20199
Mariner, LLC 990.00%0.00%0.01%Q3 2021Q3 20239
Dana Investment Advisors, Inc. 810.00%0.01%0.01%Q1 2021Q3 20239
PORTLAND INVESTMENT COUNSEL INC. 990.10%0.19%0.29%Q2 2014Q2 20169
NumerixS Investment Technologies Inc 510.00%0.01%0.04%Q2 2016Q2 20209
Integrated Investment Consultants, LLC 610.05%0.07%0.10%Q4 2015Q2 20199
Financial Gravity Asset Management, Inc. 410.00%0.00%0.01%Q1 2018Q2 20239
Optas, LLC 990.02%0.03%0.03%Q3 2020Q3 20229
BUCKINGHAM STRATEGIC WEALTH, LLC 210.00%0.02%0.06%Q2 2013Q3 20239
Parkside Financial Bank & Trust 720.00%0.00%0.01%Q3 2015Q3 20239
MARSHALL WACE, LLP 510.00%0.03%0.08%Q4 2018Q3 20239
Intercontinental Wealth Advisors, LLC 990.08%0.17%0.31%Q4 2015Q4 20179
Vanguard Capital Wealth Advisors 990.10%0.29%0.78%Q3 2021Q3 20239
Whitnell & Co. 630.00%0.00%0.01%Q3 2015Q2 20189
LORD, ABBETT & CO. LLC 990.00%0.00%0.01%Q3 2014Q3 20169
Squarepoint Ops LLC 310.00%0.00%0.01%Q3 2020Q3 20239
Fieldpoint Private Securities, LLC 990.01%0.02%0.03%Q2 2020Q2 20229
Yorktown Management & Research Co Inc 990.02%0.06%0.08%Q1 2016Q1 20189
TEACHERS ADVISORS, LLC 720.00%0.00%0.00%Q3 2015Q4 20179
COMERICA SECURITIES,INC. 510.00%0.01%0.01%Q1 2019Q4 20229
Keudell/Morrison Wealth Management 420.02%0.04%0.06%Q2 2019Q4 20229
WASHINGTON TRUST BANK 540.00%0.00%0.01%Q1 2014Q1 20199
MANAGED ACCOUNT ADVISORS LLC 990.08%0.11%0.12%Q2 2013Q2 20159
Dynamic Technology Lab Private Ltd 210.01%0.04%0.11%Q4 2015Q1 20229
DAVENPORT & Co LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Glen Harbor Capital Management LLC 880.01%0.01%0.01%Q4 2016Q3 20188
Allworth Financial LP 620.00%0.00%0.00%Q2 2018Q3 20238
Allianz Asset Management GmbH 440.00%0.00%0.00%Q1 2016Q3 20218
UMB Bank, n.a. 880.00%0.00%0.01%Q4 2021Q3 20238
Spot Trading L.L.C 310.00%0.00%0.00%Q2 2013Q2 20168
EverSource Wealth Advisors, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
DC Investments Management, LLC 710.07%0.18%0.36%Q3 2018Q4 20208
Financial Connections Group, Inc. 880.00%0.00%0.01%Q4 2021Q3 20238
CENTRAL TRUST Co 610.00%0.00%0.01%Q2 2013Q3 20228
Sandy Spring Bank 410.00%0.00%0.00%Q3 2017Q2 20238
Tyers Asset Management LLC 880.02%0.03%0.03%Q4 2016Q3 20188
Lantz Financial LLC 440.03%0.05%0.07%Q1 2019Q4 20228
A.R.T. Advisors, LLC 410.01%0.03%0.05%Q2 2014Q4 20188
HRT FINANCIAL LP 510.00%0.02%0.08%Q1 2019Q3 20238
THRIVENT FINANCIAL FOR LUTHERANS 510.00%0.00%0.00%Q2 2013Q1 20228
PATHSTONE FAMILY OFFICE, LLC 510.00%0.00%0.01%Q2 2013Q3 20238
Neuburgh Advisers LLC 880.04%0.04%0.05%Q4 2016Q3 20188
BALYASNY ASSET MANAGEMENT L.P. 410.00%0.00%0.00%Q1 2017Q2 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 620.00%0.01%0.02%Q3 2015Q1 20188
JFS WEALTH ADVISORS, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Forum Financial Management, LP 880.03%0.04%0.06%Q4 2021Q3 20238
HHM Wealth Advisors, LLC 620.00%0.00%0.00%Q2 2020Q3 20238
Parallax Volatility Advisers, L.P. 310.00%0.00%0.01%Q3 2015Q3 20238
Allspring Global Investments Holdings, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Financial Management Professionals, Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 880.00%0.04%0.14%Q1 2020Q4 20218
Cambridge Investment Research Advisors, Inc. 510.00%0.00%0.00%Q4 2017Q1 20208
Jefferies Group LLC 880.06%0.10%0.15%Q2 2015Q1 20178
FourThought Financial, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
Flinton Capital Management LLC 880.03%0.03%0.04%Q4 2016Q3 20188
Qtron Investments LLC 880.06%0.13%0.20%Q1 2021Q4 20228
Winfield Associates, Inc. 880.01%0.01%0.01%Q1 2016Q4 20178
BerganKDV Wealth Management, LLC 880.00%0.00%0.00%Q4 2018Q3 20208
Israel Discount Bank of New York 880.01%0.04%0.07%Q2 2017Q1 20198
Schechter Investment Advisors, LLC 880.04%0.05%0.07%Q4 2021Q3 20238
Bell Investment Advisors, Inc 620.00%0.00%0.00%Q3 2021Q3 20238
Savior LLC 770.01%0.01%0.02%Q4 2019Q2 20217
Vise Technologies, Inc. 770.08%0.14%0.17%Q1 2022Q3 20237
MATHER GROUP, LLC. 520.00%0.00%0.01%Q4 2021Q3 20237
Placemark Investments, Inc. 770.04%0.05%0.07%Q2 2013Q4 20147
Sonora Investment Management, LLC 770.00%0.00%0.00%Q3 2017Q1 20197
AXA S.A. 520.00%0.00%0.00%Q3 2020Q3 20237
CONFLUENCE INVESTMENT MANAGEMENT LLC 770.01%0.02%0.03%Q2 2018Q4 20197
MSI Financial Services Inc 520.00%0.00%0.00%Q2 2014Q4 20167
EP Wealth Advisors, LLC 610.00%0.00%0.00%Q2 2020Q2 20227
U.S. Capital Wealth Advisors, LLC 770.04%0.09%0.15%Q3 2021Q1 20237
Beacon Pointe Advisors, LLC 430.00%0.00%0.00%Q4 2021Q3 20237
WESTPORT RESOURCES MANAGEMENT INC 770.00%0.00%0.00%Q1 2015Q3 20167
Sowell Financial Services LLC 770.00%0.00%0.00%Q3 2019Q1 20217
Tyler-Stone Wealth Management 520.00%0.00%0.00%Q4 2021Q3 20237
PZENA INVESTMENT MANAGEMENT LLC 430.00%0.00%0.00%Q3 2021Q3 20237
CIBC BANK USA 770.03%0.03%0.04%Q4 2017Q2 20197
VOLORIDGE INVESTMENT MANAGEMENT, LLC 510.00%0.02%0.04%Q1 2020Q2 20237
Five Oceans Advisors 770.08%0.12%0.15%Q1 2022Q3 20237
CITIZENS FINANCIAL GROUP INC/RI 770.00%0.00%0.00%Q4 2015Q2 20177
BENJAMIN F. EDWARDS & COMPANY, INC. 610.00%0.00%0.00%Q4 2018Q2 20227
ROCKEFELLER FINANCIAL SERVICES INC 520.01%0.01%0.01%Q1 2016Q4 20177
Geneos Wealth Management Inc. 520.00%0.00%0.00%Q1 2018Q1 20207
CKW FINANCIAL GROUP 770.01%0.02%0.03%Q4 2013Q2 20157
IEQ CAPITAL, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
MASSMUTUAL TRUST CO FSB/ADV 410.00%0.00%0.00%Q1 2014Q3 20177
B. Riley Wealth Advisors, Inc. 410.00%0.01%0.02%Q2 2014Q3 20227
Weaver Consulting Group 660.00%0.00%0.00%Q1 2019Q2 20206
Virtu Financial LLC 310.01%0.01%0.03%Q3 2017Q4 20216
Avestar Capital, LLC 660.00%0.00%0.01%Q1 2018Q2 20196
HERNDON CAPITAL MANAGEMENT LLC 660.00%0.00%0.01%Q2 2013Q3 20146
ROWLAND CARMICHAEL ADVISORS INC /ADV 660.07%0.13%0.15%Q2 2017Q3 20186
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Arkadios Wealth Advisors 420.00%0.00%0.00%Q4 2019Q3 20216
Paloma Partners Management Co 410.00%0.00%0.01%Q1 2017Q1 20226
NORDEA INVESTMENT MANAGEMENT AB 660.00%0.00%0.00%Q2 2013Q3 20146
PRIVATE TRUST CO NA 330.00%0.01%0.02%Q1 2014Q1 20206
Bogart Wealth, LLC 660.00%0.00%0.00%Q4 2020Q1 20226
CANANDAIGUA NATIONAL BANK & TRUST CO 660.02%0.04%0.06%Q1 2018Q2 20196
BlackRock Fund Advisors 660.00%0.00%0.00%Q2 2013Q3 20146
RENAISSANCE GROUP LLC 660.42%0.52%0.58%Q4 2014Q1 20166
Archford Capital Strategies, LLC 510.00%0.02%0.03%Q1 2014Q3 20166
BRANDYWINE OAK PRIVATE WEALTH LLC 330.03%0.05%0.06%Q4 2018Q2 20206
Principal Street Partners, LLC 660.02%0.06%0.11%Q2 2022Q3 20236
Quantinno Capital Management LP 660.01%0.05%0.09%Q2 2022Q3 20236
Atlas Private Wealth Advisors 660.00%0.00%0.01%Q2 2020Q3 20216
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Crow Point Partners, LLC 330.05%0.06%0.08%Q1 2014Q3 20156
OXFORD ASSET MANAGEMENT LLP 310.01%0.05%0.11%Q2 2013Q3 20196
Nuveen Asset Management, LLC 310.00%0.01%0.03%Q2 2013Q4 20216
1919 Investment Counsel, LLC 660.03%0.04%0.05%Q2 2013Q3 20146
NEW YORK STATE COMMON RETIREMENT FUND 660.00%0.00%0.00%Q1 2021Q2 20226
Trexquant Investment LP 310.01%0.05%0.19%Q4 2014Q4 20206
Choate Investment Advisors 660.01%0.01%0.01%Q2 2013Q3 20146
SeaCrest Wealth Management, LLC 660.00%0.00%0.00%Q4 2017Q1 20196
TWIN FOCUS CAPITAL PARTNERS, LLC 660.02%0.02%0.02%Q4 2021Q1 20236
ExodusPoint Capital Management, LP 310.00%0.01%0.02%Q2 2019Q4 20226
BREMER TRUST NATIONAL ASSOCIATION 510.02%0.03%0.05%Q1 2014Q3 20166
Kore Private Wealth LLC 310.00%0.01%0.02%Q4 2018Q3 20216
Connor, Clark & Lunn Investment Management Ltd. 420.00%0.00%0.00%Q1 2019Q3 20206
Gilbert & Cook, Inc. 510.02%0.04%0.07%Q2 2017Q2 20196
Nokota Management, LP 660.14%0.51%0.71%Q2 2013Q3 20146
Legacy Financial Advisors, Inc. 410.00%0.01%0.03%Q4 2017Q3 20236
Naviter Wealth, LLC 660.15%0.18%0.22%Q2 2022Q3 20236
TRUST CO OF VERMONT 210.00%0.00%0.00%Q2 2016Q1 20205
PARADIGM ASSET MANAGEMENT CO LLC 550.01%0.02%0.02%Q3 2022Q3 20235
NewEdge Advisors, LLC 210.00%0.00%0.01%Q2 2017Q3 20235
OppenheimerFunds, Inc. 550.00%0.00%0.00%Q4 2015Q4 20165
AIGEN INVESTMENT MANAGEMENT, LP 210.00%0.02%0.06%Q4 2019Q4 20225
Cypress Wealth Advisors LLC 550.03%0.06%0.08%Q1 2016Q1 20175
1st Global Advisors, Inc. 320.02%0.03%0.04%Q2 2013Q3 20145
Cetera Advisor Networks LLC 410.00%0.00%0.00%Q2 2020Q3 20235
BNP PARIBAS FINANCIAL MARKETS 310.00%0.00%0.00%Q3 2015Q3 20235
HSBC HOLDINGS PLC 320.00%0.00%0.00%Q4 2017Q3 20235
Crescent Grove Advisors, LLC 550.01%0.04%0.05%Q1 2021Q1 20225
Cable Hill Partners, LLC 410.01%0.01%0.04%Q3 2017Q3 20235
Grove Bank & Trust 410.00%0.00%0.02%Q4 2015Q3 20235
WOLVERINE ASSET MANAGEMENT LLC 550.00%0.03%0.08%Q4 2017Q4 20185
BOOTHBAY FUND MANAGEMENT, LLC 210.00%0.02%0.04%Q1 2016Q1 20235
Legacy Wealth Asset Management, LLC 550.48%0.57%0.69%Q3 2022Q3 20235
Partnervest Advisory Services LLC 550.00%0.00%0.01%Q2 2013Q2 20145
Intersect Capital LLC 320.01%0.02%0.02%Q4 2014Q1 20225
Vident Investment Advisory, LLC 550.00%0.01%0.01%Q2 2022Q2 20235
DRIVE WEALTH MANAGEMENT, LLC 550.04%0.06%0.07%Q3 2022Q3 20235
Aquatic Capital Management LLC 410.01%0.02%0.05%Q4 2021Q3 20235
MCIA Inc 320.00%0.10%0.27%Q2 2017Q1 20215
PRENTISS SMITH & CO INC 550.00%0.01%0.01%Q3 2015Q3 20165
WealthStone, Inc. 410.00%0.44%0.76%Q2 2019Q1 20215
Schonfeld Strategic Advisors LLC 110.00%0.01%0.01%Q3 2019Q4 20225
CAPITAL FUND MANAGEMENT S.A. 210.00%0.00%0.01%Q4 2016Q3 20235
HANSEATIC MANAGEMENT SERVICES INC 550.00%0.00%0.01%Q1 2017Q1 20185
AVANTAX ADVISORY SERVICES, INC. 320.00%0.00%0.00%Q4 2021Q3 20235
Gradient Investments LLC 550.01%0.01%0.02%Q3 2022Q3 20235
Camelot Portfolios, LLC 550.04%0.04%0.04%Q1 2016Q1 20175
ADVANTAGE INVESTMENT MANAGEMENT, LLC 410.00%0.00%0.01%Q4 2015Q3 20195
CAROLINAS WEALTH CONSULTING LLC 410.00%0.00%0.00%Q2 2020Q3 20235
CIM INVESTMENT MANAGEMENT INC 410.04%0.08%0.10%Q1 2014Q2 20175
SYMPHONY ASSET MANAGEMENT LLC 410.04%0.08%0.10%Q4 2013Q4 20155
ADVISOR PARTNERS II, LLC 550.08%0.10%0.11%Q3 2022Q3 20235
Marshall Wace North America L.P. 210.00%0.02%0.03%Q4 2017Q1 20215
ALTFEST L J & CO INC 550.02%0.03%0.03%Q4 2020Q4 20215
Y-Intercept (Hong Kong) Ltd 310.05%0.06%0.10%Q4 2020Q2 20235
BRANDES INVESTMENT PARTNERS, LP 440.52%0.72%0.86%Q4 2012Q3 20134
New Republic Capital, LLC 440.11%0.12%0.14%Q4 2022Q3 20234
TD Waterhouse Canada Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
Alera Investment Advisors, LLC 220.01%0.01%0.02%Q4 2018Q3 20224
SG Americas Securities, LLC 210.00%0.00%0.00%Q4 2016Q4 20224
Gallacher Capital Management LLC 440.15%0.18%0.21%Q4 2022Q3 20234
Lourd Capital, LLC 310.01%0.03%0.07%Q4 2017Q4 20184
HAP Trading, LLC 210.21%0.28%0.36%Q2 2022Q3 20234
MANCHESTER FINANCIAL INC 220.02%0.02%0.02%Q4 2020Q1 20224
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Seawolf Capital, LLC 210.97%2.55%4.04%Q4 2013Q1 20174
ASSOCIATED BANC-CORP 440.00%0.00%0.00%Q1 2020Q4 20204
CIBC Asset Management Inc 440.02%0.02%0.03%Q4 2022Q3 20234
Stonebridge Capital Advisors LLC 310.00%0.00%0.00%Q2 2019Q3 20224
CHANNING GLOBAL ADVISORS, LLC 440.10%0.26%0.36%Q4 2022Q3 20234
Knowledge Leaders Capital, LLC 220.06%0.09%0.12%Q1 2021Q3 20224
Beverly Hills Private Wealth, LLC 440.08%0.13%0.17%Q4 2022Q3 20234
Axiom Investment Management LLC 310.00%0.02%0.02%Q4 2018Q3 20224
abrdn Investment Management Ltd 220.00%0.01%0.05%Q3 2013Q3 20144
Werba Rubin Papier Wealth Management 440.06%0.07%0.08%Q4 2022Q3 20234
PDT Partners, LLC 210.01%0.09%0.15%Q3 2014Q1 20174
SYSTM Wealth Solutions LLC 440.04%0.04%0.04%Q4 2022Q3 20234
Zweig-DiMenna Associates LLC 210.01%0.01%0.01%Q1 2014Q2 20184
SCHWARTZ INVESTMENT COUNSEL INC 440.03%0.05%0.06%Q1 2015Q4 20154
ORBIS HOLDINGS LTD 440.02%0.05%0.06%Q1 2015Q4 20154
COMMERCE BANK 440.00%0.00%0.00%Q1 2017Q4 20174
PHILADELPHIA INTERNATIONAL ADVISORS LP 440.74%0.83%0.89%Q2 2013Q1 20144
Bleakley Financial Group, LLC 440.09%0.13%0.17%Q4 2022Q3 20234
Sound Income Strategies, LLC 440.01%0.01%0.01%Q4 2017Q3 20184
HALBERT HARGROVE GLOBAL ADVISORS, LLC 440.01%0.01%0.01%Q4 2020Q3 20214
Caption Management, LLC 220.00%0.00%0.01%Q2 2021Q3 20214
Schubert & Co 440.00%0.00%0.01%Q2 2022Q1 20234
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
WEST BANCORPORATION INC 440.00%0.00%0.00%Q4 2019Q3 20204
Washington Trust Advisors, Inc. 440.00%0.00%0.00%Q4 2021Q3 20224
PERRITT CAPITAL MANAGEMENT INC 440.01%0.01%0.01%Q4 2022Q3 20234
One Wealth Advisors, LLC 310.00%0.00%0.00%Q1 2018Q1 20194
CONNING INC. 440.00%0.01%0.01%Q1 2017Q4 20174
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CULLEN/FROST BANKERS, INC. 210.00%0.00%0.00%Q1 2020Q3 20224
Avior Wealth Management, LLC 310.00%0.00%0.00%Q4 2018Q3 20234
Fiera Capital Corp 440.02%0.03%0.03%Q4 2013Q3 20144
Capricorn Fund Managers Ltd 211.08%1.73%3.15%Q2 2022Q3 20234
Tranquility Partners, LLC 440.06%0.07%0.08%Q2 2019Q1 20204
TORONTO DOMINION BANK 440.00%0.00%0.00%Q4 2022Q3 20234
BOSTON ADVISORS LLC 440.02%0.02%0.02%Q2 2013Q1 20144
New England Private Wealth Advisors LLC 440.03%0.04%0.05%Q4 2013Q3 20144
Orion Portfolio Solutions, LLC 310.00%0.02%0.04%Q4 2019Q3 20234
Realta Investment Advisors 440.01%0.01%0.01%Q1 2019Q4 20194
AlphaQ Advisors LLC 440.14%0.15%0.17%Q4 2022Q3 20234
RPg Family Wealth Advisory, LLC 310.01%0.01%0.01%Q4 2015Q4 20164
NorthCoast Asset Management LLC 220.14%0.16%0.18%Q4 2013Q4 20154
BB&T INVESTMENT SERVICES, INC. 440.00%0.01%0.02%Q1 2017Q4 20174
DEERE & CO 440.03%0.04%0.04%Q2 2013Q1 20144
SYNOVUS FINANCIAL CORP 210.00%0.00%0.00%Q1 2018Q1 20204
Waverly Advisors, LLC 220.00%0.00%0.00%Q3 2013Q3 20154
Thomas J. Herzfeld Advisors, Inc. 220.00%0.01%0.02%Q4 2014Q1 20194
TRUEWEALTH LLC 440.01%0.01%0.02%Q4 2017Q3 20184
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 440.00%0.00%0.00%Q4 2022Q3 20234
WESBANCO BANK INC 310.01%0.01%0.02%Q2 2013Q1 20154
Princeton Alpha Management LP 310.04%0.11%0.21%Q4 2014Q4 20154
IBERIABANK CORP 310.01%0.02%0.04%Q4 2015Q2 20194
Walleye Trading LLC 110.00%0.00%0.00%Q3 2015Q3 20234
FIRST HAWAIIAN BANK 440.00%0.00%0.01%Q3 2018Q2 20194
Ativo Capital Management LLC 440.07%0.45%0.83%Q2 2013Q1 20144
CITY HOLDING CO 210.00%0.00%0.00%Q4 2015Q3 20174
JONES FINANCIAL COMPANIES LLLP 210.00%0.00%0.00%Q2 2013Q3 20234
Wealthspire Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20224
SIT INVESTMENT ASSOCIATES INC 440.00%0.00%0.00%Q2 2017Q1 20184
WBI INVESTMENTS, LLC 330.10%0.14%0.19%Q3 2014Q1 20153
First Affirmative Financial Network 330.10%0.12%0.14%Q2 2023Q4 20233
NewSquare Capital LLC 330.00%0.00%0.00%Q3 2013Q1 20143
Euclid Advisors LLC 330.03%0.04%0.04%Q2 2013Q4 20133
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Jump Financial, LLC 110.00%0.01%0.02%Q4 2020Q3 20223
WealthPLAN Partners, LLC 210.00%0.00%0.00%Q4 2015Q3 20163
MGO ONE SEVEN LLC 210.01%0.02%0.02%Q4 2017Q4 20183
Banco Santander, S.A. 330.02%0.02%0.02%Q1 2023Q3 20233
WFG Advisors, LP 330.01%0.01%0.01%Q2 2013Q4 20133
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 330.00%0.00%0.00%Q1 2023Q3 20233
EWA, LLC 330.13%0.13%0.14%Q1 2023Q3 20233
Opes Advisors Inc 210.05%0.06%0.07%Q2 2017Q1 20183
Joel Isaacson & Co., LLC 330.00%0.00%0.00%Q2 2015Q4 20153
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q1 2015Q4 20163
SEVEN EIGHT CAPITAL, LP 210.00%0.02%0.06%Q1 2016Q4 20223
Wagner Wealth Management, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Jacobi Capital Management LLC 330.02%0.03%0.04%Q1 2018Q3 20183
Georgetown University 330.43%0.49%0.56%Q1 2023Q3 20233
MARTINGALE ASSET MANAGEMENT L P 330.08%0.08%0.09%Q2 2013Q4 20133
Steward Financial Group LLC 210.00%0.00%0.00%Q2 2022Q1 20233
Dakota Wealth Management 330.01%0.01%0.01%Q2 2022Q4 20223
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.00%0.00%0.00%Q4 2020Q1 20233
WEALTHCARE CAPITAL MANAGEMENT LLC 210.00%0.00%0.00%Q1 2015Q4 20193
TRUST DEPARTMENT MB FINANCIAL BANK N A 330.00%0.00%0.00%Q2 2015Q4 20153
Gupta Wealth Management LLC 110.00%0.00%0.00%Q1 2015Q1 20163
Sepio Capital, LP 330.01%0.02%0.02%Q4 2018Q2 20193
GSA CAPITAL PARTNERS LLP 110.01%0.01%0.02%Q1 2021Q1 20223
Platte River Capital LLC 210.04%0.17%0.29%Q2 2013Q1 20143
First City Capital Management, Inc. 330.00%0.00%0.00%Q1 2014Q3 20143
Engrave Wealth Partners LLC 330.00%0.01%0.01%Q4 2019Q2 20203
Invictus RG Pte. Ltd. 210.01%0.03%0.04%Q4 2013Q3 20153
Moreno Evelyn V 330.02%0.02%0.03%Q1 2022Q3 20223
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q2 2016Q3 20213
PRELUDE CAPITAL MANAGEMENT, LLC 210.01%0.03%0.06%Q2 2019Q1 20213
STERNE AGEE GROUP, INC. 330.04%0.04%0.04%Q3 2014Q1 20153
XY Capital Ltd 210.65%2.27%3.83%Q4 2022Q3 20233
Standard Family Office LLC 210.03%0.04%0.05%Q4 2020Q4 20213
Independent Advisor Alliance 330.03%0.03%0.03%Q1 2023Q3 20233
Stratos Wealth Partners, LTD. 210.00%0.00%0.00%Q4 2017Q3 20183
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 330.13%0.14%0.15%Q2 2016Q4 20163
Better Money Decisions, LLC 330.00%0.00%0.01%Q1 2021Q3 20213
Janney Capital Management LLC 330.00%0.37%0.60%Q2 2015Q4 20153
Cape Investment Advisory, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Ninety One UK Ltd 330.01%0.01%0.01%Q1 2023Q3 20233
Bollard Group LLC 210.00%0.00%0.00%Q2 2020Q3 20233
Pathway Financial Advisors LLC 330.02%0.02%0.02%Q4 2017Q2 20183
Hardman Johnston Global Advisors LLC 330.03%0.03%0.04%Q4 2013Q2 20143
COWEN INC. 210.29%1.14%1.73%Q3 2018Q2 20193
BSW Wealth Partners 210.02%0.03%0.04%Q2 2018Q3 20213
StoneX Group Inc. 210.02%0.18%0.30%Q3 2021Q2 20223
Financial Gravity Companies, Inc. 210.00%0.00%0.00%Q4 2017Q4 20183
Procyon Advisors, LLC 330.01%0.01%0.02%Q4 2019Q2 20203
Integrated Wealth Concepts LLC 330.04%0.04%0.04%Q1 2023Q3 20233
Gryphon Financial Partners LLC 330.00%0.00%0.00%Q4 2017Q2 20183
Wambolt & Associates, LLC 330.12%0.13%0.15%Q4 2018Q2 20193
Argent Trust Co 330.04%0.04%0.04%Q2 2017Q4 20173
Candriam S.C.A. 330.00%0.00%0.00%Q1 2021Q3 20213
Bellecapital International Ltd. 330.06%0.14%0.21%Q2 2016Q4 20163
DRW Securities, LLC 330.01%0.02%0.04%Q3 2019Q1 20203
MEEDER ASSET MANAGEMENT INC 110.00%0.00%0.00%Q3 2020Q3 20222
MACQUARIE GROUP LTD 110.00%0.00%0.00%Q2 2016Q4 20202
Bluefin Trading, LLC 220.01%0.01%0.01%Q1 2016Q2 20162
Bellwether Investment Group, LLC 220.01%0.02%0.04%Q4 2016Q1 20172
Strategic Wealth Partners, Ltd. 110.00%0.00%0.00%Q1 2018Q1 20192
SAMLYN CAPITAL, LLC 220.11%0.24%0.36%Q4 2022Q1 20232
Ergoteles LLC 220.04%0.06%0.07%Q1 2023Q2 20232
J.Safra Asset Management Corp 220.14%0.16%0.18%Q2 2016Q3 20162
VALLEY NATIONAL ADVISERS INC 110.00%0.00%0.00%Q4 2018Q4 20192
BBVA USA 220.07%0.07%0.07%Q2 2021Q3 20212
MOODY NATIONAL BANK TRUST DIVISION 220.00%0.00%0.00%Q4 2018Q1 20192
BBR PARTNERS, LLC 110.01%0.02%0.03%Q4 2016Q4 20192
Johnson Financial Group, Inc. 220.00%0.00%0.00%Q1 2019Q2 20192
NEW ENGLAND SECURITIES CORP /MA/ 220.00%0.00%0.00%Q2 2013Q3 20132
Nemes Rush Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
WELLINGTON MANAGEMENT GROUP LLP 220.00%0.00%0.00%Q1 2019Q2 20192
Centerpoint Advisors, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Crosspoint Capital Strategies, LLC 220.00%0.00%0.01%Q3 2015Q4 20152
MARATHON ASSET MANAGEMENT LP 220.14%1.13%2.12%Q2 2013Q3 20132
Barnett & Company, Inc. 220.00%0.00%0.01%Q4 2019Q1 20202
SEVEN MILE ADVISORY 220.10%0.10%0.10%Q2 2023Q3 20232
Blueshift Asset Management, LLC 220.02%0.03%0.04%Q3 2019Q4 20192
American Financial Network Advisory Services LLC 220.01%0.01%0.01%Q3 2017Q4 20172
SAC Capital Advisors LP 220.00%0.00%0.00%Q2 2013Q3 20132
BANK OF NOVA SCOTIA TRUST CO 110.00%0.00%0.00%Q3 2015Q3 20172
Icon Wealth Advisors, LLC 220.01%0.02%0.02%Q3 2022Q4 20222
Nilsine Partners, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
WEXFORD CAPITAL LP 110.03%0.05%0.08%Q3 2013Q3 20162
HIGHBRIDGE CAPITAL MANAGEMENT LLC 110.02%0.02%0.02%Q3 2016Q2 20182
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.02%0.04%0.06%Q4 2014Q3 20172
Hoxton Financial, Inc. 110.01%0.01%0.02%Q2 2013Q4 20132
Milestone Investment Advisors LLC 110.00%0.00%0.00%Q1 2023Q3 20232
Verition Fund Management LLC 220.00%0.00%0.00%Q2 2019Q3 20192
Invictus RG 220.01%0.01%0.01%Q4 2015Q1 20162
Fortis Capital Advisors, LLC 220.02%0.02%0.02%Q4 2022Q1 20232
Fortitude Advisory Group L.L.C. 220.00%0.00%0.00%Q4 2021Q1 20222
Employees Retirement System of Texas 220.01%0.01%0.01%Q1 2022Q2 20222
MENORA MIVTACHIM HOLDINGS LTD. 220.00%0.00%0.00%Q2 2013Q3 20132
Kistler-Tiffany Companies, LLC 110.00%0.00%0.00%Q2 2014Q2 20162
Salient Capital Advisors, LLC 220.00%0.00%0.00%Q4 2013Q1 20142
XTX Topco Ltd 110.05%0.07%0.09%Q3 2022Q1 20232
Dixon Hughes Goodman Wealth Advisors LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q4 2018Q1 20212
COBALT CAPITAL MANAGEMENT, INC. 221.30%1.55%1.79%Q2 2013Q3 20132
Capstone Investment Advisors (Netherlands), B.V. 110.66%0.94%1.22%Q4 2016Q2 20172
TSFG, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
REILLY FINANCIAL ADVISORS, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
CASTLE WEALTH MANAGEMENT LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Belpointe Asset Management LLC 220.00%0.00%0.01%Q4 2022Q1 20232
Quent Capital, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Accel Wealth Management 220.01%0.01%0.01%Q4 2020Q1 20212
MOORE CAPITAL MANAGEMENT, LP 220.17%0.24%0.30%Q2 2015Q3 20152
SCHAFER CULLEN CAPITAL MANAGEMENT INC 220.00%0.00%0.00%Q2 2015Q3 20152
Lavaca Capital LLC 220.01%0.01%0.01%Q4 2018Q1 20192
FNY Investment Advisers, LLC 110.12%0.25%0.37%Q2 2021Q1 20222
ING GROEP NV 220.03%0.06%0.09%Q2 2013Q3 20132
Premia Global Advisors, LLC 220.18%0.19%0.21%Q4 2017Q1 20182
Glass Jacobson Investment Advisors llc 220.00%0.00%0.00%Q2 2023Q3 20232
BALASA DINVERNO & FOLTZ LLC 220.01%0.01%0.01%Q2 2022Q3 20222
Athos Capital Ltd 220.54%0.65%0.77%Q2 2020Q3 20202
GW&K Investment Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Syverson Strege & Co 110.01%0.01%0.01%Q3 2021Q1 20232
Centiva Capital, LP 110.00%0.00%0.00%Q1 2023Q3 20232
PITCAIRN CO 110.01%0.01%0.01%Q3 2022Q1 20232
Summit Trail Advisors, LLC 220.02%0.02%0.02%Q4 2017Q1 20182
Horan Securities, Inc. 110.00%0.00%0.00%Q2 2022Q4 20222
STIFEL NICOLAUS & CO INC \MO\ 220.00%0.00%0.00%Q2 2013Q3 20132
Truvestments Capital LLC 110.00%0.00%0.00%Q3 2018Q1 20192
Leucadia National 220.00%0.00%0.00%Q2 2023Q3 20232
Perigon Wealth Management, LLC 220.01%0.01%0.01%Q3 2016Q4 20162
RWA WEALTH PARTNERS, LLC 110.00%0.01%0.02%Q3 2017Q2 20182
Quantitative Systematic Strategies LLC 110.06%0.07%0.08%Q4 2015Q4 20182
TRUST & FIDUCIARY MANAGEMENT SERVICES INC 220.03%0.04%0.04%Q3 2013Q4 20132
GlobalBridge, Inc. 220.12%0.13%0.14%Q4 2013Q1 20142
Campbell & CO Investment Adviser LLC 110.23%0.24%0.25%Q4 2016Q4 20202
HIGHLAND CAPITAL MANAGEMENT LP 220.04%0.04%0.04%Q1 2014Q2 20142
OLD MISSION CAPITAL, LLC 110.02%0.08%0.13%Q4 2016Q4 20202
WELD CAPITAL MANAGEMENT LLC 110.07%0.07%0.07%Q2 2019Q2 20191
Lion Street Advisors, LLC 110.03%0.03%0.03%Q1 2020Q1 20201
Risk Paradigm Group, LLC 110.01%0.01%0.01%Q3 2015Q3 20151
Asset Dedication, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Crewe Advisors LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Wealth Quarterback LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Lansing Street Advisors 110.00%0.00%0.00%Q4 2022Q4 20221
Baker Avenue Asset Management, LP 110.00%0.00%0.00%Q1 2023Q1 20231
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
Mariner Wealth Advisors-NYC, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
1832 Asset Management L.P. 110.00%0.00%0.00%Q3 2016Q3 20161
Aaron Wealth Advisors LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Santori & Peters, Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
Evercore Wealth Management, LLC 110.00%0.00%0.00%Q3 2013Q3 20131
Nine Chapters Capital Management LLC 110.03%0.03%0.03%Q2 2013Q2 20131
BELLEVUE ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Institute for Wealth Management, LLC. 110.05%0.05%0.05%Q4 2018Q4 20181
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Versant Capital Management, Inc 110.00%0.00%0.00%Q1 2019Q1 20191
Oder Investment Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Exchange Capital Management, Inc. 110.00%0.00%0.00%Q4 2014Q4 20141
NOMURA ASSET MANAGEMENT CO LTD 110.00%0.00%0.00%Q4 2015Q4 20151
Watermark Asset Management, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
TUDOR INVESTMENT CORP ET AL 110.00%0.00%0.00%Q3 2023Q3 20231
Clearstead Advisors, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Infini Capital Management Ltd 114.07%4.07%4.07%Q4 2020Q4 20201
FORA Capital, LLC 110.03%0.03%0.03%Q1 2020Q1 20201
DCM Advisors, LLC 110.11%0.11%0.11%Q3 2021Q3 20211
KING LUTHER CAPITAL MANAGEMENT CORP 110.00%0.00%0.00%Q1 2014Q1 20141
Krilogy Financial LLC 110.00%0.00%0.00%Q3 2018Q3 20181
KNIGHT CAPITAL GROUP LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Veritable, L.P. 110.00%0.00%0.00%Q1 2015Q1 20151
Sageworth Trust Co 110.00%0.00%0.00%Q4 2022Q4 20221
BOURGEON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Willingdon Wealth Management 110.00%0.00%0.00%Q4 2019Q4 20191
Spectrum Management Group, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Leap Investments LP 110.14%0.14%0.14%Q3 2019Q3 20191
Camarda Financial Advisors, LLC 110.03%0.03%0.03%Q1 2019Q1 20191
Prestige Wealth Management Group LLC 110.01%0.01%0.01%Q4 2018Q4 20181
AMP Capital Investors Ltd 110.00%0.00%0.00%Q1 2021Q1 20211
Cordant, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Wedmont Private Capital 110.01%0.01%0.01%Q3 2023Q3 20231
Quantamental Technologies LLC 110.00%0.00%0.00%Q2 2019Q2 20191
EXENCIAL WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q1 2013Q1 20131
Glovista Investments LLC 110.66%0.66%0.66%Q3 2014Q3 20141
Principle Wealth Partners LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Daiwa Securities Group Inc. 110.00%0.00%0.00%Q4 2016Q4 20161
Acrospire Investment Management LLC 110.01%0.01%0.01%Q2 2017Q2 20171
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
AXQ CAPITAL, LP 110.12%0.12%0.12%Q2 2023Q2 20231
FLOW TRADERS U.S. LLC 110.06%0.06%0.06%Q3 2023Q3 20231
NATIONAL BANK OF CANADA /FI/ 110.00%0.00%0.00%Q2 2023Q2 20231
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
CALTON & ASSOCIATES, INC. 110.01%0.01%0.01%Q4 2017Q4 20171
Cornerstone Planning Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Enterprise Bank & Trust Co 110.07%0.07%0.07%Q1 2019Q1 20191
GRIFFIN ASSET MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2019Q2 20191
Ruggie Capital Group 110.00%0.00%0.00%Q4 2018Q4 20181
Burt Wealth Advisors 110.00%0.00%0.00%Q1 2016Q1 20161
Lake Point Wealth Management 110.00%0.00%0.00%Q4 2018Q4 20181
XR Securities LLC 110.00%0.00%0.00%Q1 2021Q1 20211
PNC Managed Account Solutions, Inc. 110.01%0.01%0.01%Q2 2021Q2 20211
Horizon Investments, LLC 110.03%0.03%0.03%Q4 2017Q4 20171
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
D'Orazio & Associates, Inc. 110.01%0.01%0.01%Q3 2021Q3 20211
CIBC Private Wealth Group, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Core Alternative Capital 110.00%0.00%0.00%Q4 2021Q4 20211
Legacy Capital Group California, Inc. 110.10%0.10%0.10%Q2 2023Q2 20231
WealthShield Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Well Done, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
AlphaMark Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
FLPUTNAM INVESTMENT MANAGEMENT CO 110.01%0.01%0.01%Q1 2018Q1 20181
HARDING LOEVNER LP 110.00%0.00%0.00%Q3 2015Q3 20151
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q1 2023Q1 20231
CAHILL FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20211
DGS Capital Management, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
Prospera Financial Services Inc 110.00%0.00%0.00%Q1 2022Q1 20221
Aris Wealth Services, Inc. 110.01%0.01%0.01%Q2 2015Q2 20151
Lee Financial Co 110.00%0.00%0.00%Q2 2018Q2 20181
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Capital Investment Advisory Services, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Csenge Advisory Group 110.00%0.00%0.00%Q3 2018Q3 20181
Cordasco Financial Network 110.00%0.00%0.00%Q2 2018Q2 20181
Connective Portfolio Management, LLC 113.76%3.76%3.76%Q4 2022Q4 20221
Telemus Investment Management, LLC 110.02%0.02%0.02%Q2 2013Q2 20131
Measured Wealth Private Client Group, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Visium Asset Management, LP 110.00%0.00%0.00%Q2 2015Q2 20151
ARGA Investment Management, LP 110.07%0.07%0.07%Q2 2020Q2 20201
Banyan Partners, LLC 110.05%0.05%0.05%Q3 2014Q3 20141
Arlington Partners LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Elite Wealth Management, Inc. 110.00%0.00%0.00%Q4 2013Q4 20131
Taconic Capital Advisors LP 110.14%0.14%0.14%Q1 2014Q1 20141
Altshuler Shaham Ltd 110.60%0.60%0.60%Q4 2017Q4 20171
Delphi Private Advisors LLC 110.05%0.05%0.05%Q2 2019Q2 20191
Heritage Wealth Advisors 110.00%0.00%0.00%Q4 2019Q4 20191
WHITTIER TRUST CO OF NEVADA INC 110.00%0.00%0.00%Q4 2022Q4 20221
Bayesian Capital Management, LP 110.06%0.06%0.06%Q1 2016Q1 20161
Palisade Asset Management, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Columbus Hill Capital Management, L.P. 110.92%0.92%0.92%Q2 2015Q2 20151
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.00%0.00%0.00%Q2 2018Q2 20181
Stokes Family Office, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
Visionary Asset Management, Inc. 110.00%0.00%0.00%Q2 2014Q2 20141
Avidian Wealth Solutions, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
ATTICUS WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
MAPLE SECURITIES USA INC 110.01%0.01%0.01%Q4 2013Q4 20131
TFO Wealth Partners, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Karp Capital Management Corp 110.15%0.15%0.15%Q1 2017Q1 20171
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q4 2022Q4 20221
Rotella Capital Management, Inc. 110.04%0.04%0.04%Q3 2015Q3 20151
FIRST HORIZON CORP 110.00%0.00%0.00%Q3 2020Q3 20201
Airain ltd 110.03%0.03%0.03%Q4 2016Q4 20161
Infini Master Fund 114.07%4.07%4.07%Q4 2020Q4 20201
Cetera Advisors LLC 110.00%0.00%0.00%Q1 2023Q1 20231
BlueCrest Capital Management Ltd 110.00%0.00%0.00%Q3 2018Q3 20181
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Redwood Wealth Management Group, LLC 110.19%0.19%0.19%Q4 2022Q4 20221
North Star Investment Management Corp. 110.00%0.00%0.00%Q3 2019Q3 20191
Capital Planning Advisors, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
OPTIMUM INVESTMENT ADVISORS 110.00%0.00%0.00%Q1 2022Q1 20221
Physician Wealth Advisors, Inc. 110.04%0.04%0.04%Q4 2019Q4 20191
First Capital Advisors Group, LLC. 110.01%0.01%0.01%Q1 2018Q1 20181
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q2 2021Q2 20211
Susquehanna International Group Ltd. 110.50%0.50%0.50%Q1 2023Q1 20231
TRUE Private Wealth Advisors 110.01%0.01%0.01%Q3 2018Q3 20181
Claybrook Capital, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
WIPFLI FINANCIAL ADVISORS LLC, 110.02%0.02%0.02%Q3 2022Q3 20221
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Henry James International Management Inc. 110.03%0.03%0.03%Q3 2018Q3 20181
QRG CAPITAL MANAGEMENT, INC. 110.05%0.05%0.05%Q3 2023Q3 20231
WEDBUSH SECURITIES INC 110.00%0.00%0.00%Q1 2021Q1 20211
Vident Advisory, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
SIMON QUICK ADVISORS, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
BDO Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Signature Financial Management, Inc. 110.02%0.02%0.02%Q3 2017Q3 20171
JOYN Advisors, Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
Eudaimonia Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Calamos Advisors LLC 110.01%0.01%0.01%Q3 2020Q3 20201
CI Global Investments Inc. 110.36%0.36%0.36%Q2 2013Q2 20131
Community Bank, N.A. 110.00%0.00%0.00%Q3 2022Q3 20221
VERUS CAPITAL PARTNERS, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
IHT Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
CHILDRESS CAPITAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
ArchPoint Investors 110.04%0.04%0.04%Q3 2021Q3 20211
Mosaic Family Wealth, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
Schonfeld Group Holdings LLC 110.07%0.07%0.07%Q4 2015Q4 20151
Connectus Wealth, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Arden Trust Co 110.00%0.00%0.00%Q1 2020Q1 20201
MYCIO WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
FFT WEALTH MANAGEMENT LLC 110.08%0.08%0.08%Q2 2017Q2 20171
PICTET ASSET MANAGEMENT LTD 110.00%0.00%0.00%Q3 2014Q3 20141
Ramirez Asset Management, Inc. 110.80%0.80%0.80%Q3 2023Q3 20231
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Next Capital Management LLC 110.02%0.02%0.02%Q2 2019Q2 20191
REGENTATLANTIC CAPITAL LLC 110.00%0.00%0.00%Q4 2014Q4 20141
G&S Capital LLC 110.01%0.01%0.01%Q4 2018Q4 20181
OLIVER LAGORE VANVALIN INVESTMENT GROUP 110.00%0.00%0.00%Q3 2023Q3 20231
Covington Capital Management 110.00%0.00%0.00%Q3 2022Q3 20221
MIZUHO SECURITIES USA LLC 110.04%0.04%0.04%Q3 2016Q3 20161
ANCHOR CAPITAL ADVISORS LLC 110.01%0.01%0.01%Q3 2015Q3 20151
External links

This page lists all the filers that currently own SUMITOMO MITSUI FINL GROUP I or have owned SUMITOMO MITSUI FINL GROUP I in the past.