SUN LIFE FINL INC shareholder history

Current and past SUN LIFE FINL INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
ROYAL BANK OF CANADA 42420.00%0.29%1.20%Q2 2013Q3 2023121
BANK OF MONTREAL /CAN/ 3920.00%0.23%1.00%Q2 2013Q3 202398
TORONTO DOMINION BANK 43430.01%0.45%2.02%Q1 2013Q3 202383
SUSQUEHANNA INTERNATIONAL GROUP, LLP 3560.00%0.00%0.00%Q2 2013Q3 202374
CIBC WORLD MARKET INC. 42420.00%0.93%1.89%Q2 2013Q3 202370
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.02%Q2 2013Q3 202368
HSBC HOLDINGS PLC 47470.00%0.02%0.07%Q1 2012Q3 202363
GOLDMAN SACHS GROUP INC 4240.00%0.01%0.02%Q1 2012Q3 202360
Citadel Advisors 3110.00%0.00%0.08%Q3 2013Q3 202356
HUNTINGTON NATIONAL BANK 3210.00%0.00%0.01%Q1 2009Q3 202351
UBS Group AG 36360.00%0.01%0.02%Q4 2014Q3 202348
Zurcher Kantonalbank (Zurich Cantonalbank) 48480.02%0.10%0.22%Q4 2011Q3 202348
CREDIT SUISSE AG/ 40400.00%0.03%0.09%Q4 2013Q3 202346
BARCLAYS PLC 42420.00%0.00%0.01%Q2 2013Q3 202346
CITIGROUP INC 42420.00%0.01%0.02%Q2 2013Q3 202345
BANK OF NOVA SCOTIA 43430.00%1.26%2.55%Q1 2013Q3 202345
SCOTIA CAPITAL INC. 42420.02%1.09%1.54%Q2 2013Q3 202345
CANADA PENSION PLAN INVESTMENT BOARD 43430.00%0.07%0.24%Q1 2013Q3 202343
MOTCO 42420.32%0.37%0.46%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.01%Q2 2013Q3 202342
APG Asset Management N.V. 42420.00%0.09%0.27%Q2 2013Q3 202342
AVIVA PLC 42420.04%0.07%0.13%Q2 2013Q3 202342
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 42420.06%0.57%1.07%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.01%0.01%0.02%Q2 2013Q3 202342
Allianz Asset Management GmbH 42420.00%0.01%0.04%Q2 2013Q3 202342
TD ASSET MANAGEMENT INC 42420.64%1.01%1.42%Q2 2013Q3 202342
Advisors Asset Management, Inc. 42420.00%0.00%0.02%Q2 2013Q3 202342
ALLIANCEBERNSTEIN L.P. 42420.00%0.00%0.01%Q2 2013Q3 202342
Sumitomo Mitsui Trust Holdings, Inc. 42420.05%0.08%0.12%Q2 2013Q3 202342
FRANKLIN RESOURCES INC 42420.00%0.03%0.07%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.01%0.19%0.39%Q2 2013Q3 202342
BANK OF NOVA SCOTIA TRUST CO 42420.78%1.00%1.95%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.01%0.02%Q2 2013Q3 202342
LETKO, BROSSEAU & ASSOCIATES INC 42422.35%2.90%3.78%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.00%0.02%0.03%Q2 2013Q3 202342
Addenda Capital Inc. 42420.07%0.28%1.20%Q2 2013Q3 202342
PRICE T ROWE ASSOCIATES INC /MD/ 42420.00%0.05%0.10%Q2 2013Q3 202342
Alberta Investment Management Corp 42420.38%1.14%2.88%Q2 2013Q3 202342
CIBC Asset Management Inc 42420.80%1.82%3.14%Q2 2013Q3 202342
Hillsdale Investment Management Inc. 42420.36%1.92%4.58%Q2 2013Q3 202342
NORGES BANK 4020.01%0.05%0.14%Q2 2012Q4 202242
SHELL ASSET MANAGEMENT CO 42420.04%0.11%0.20%Q2 2013Q3 202342
Swiss National Bank 42420.07%0.14%0.27%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.01%0.02%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.00%0.01%Q2 2013Q3 202342
GREAT WEST LIFE ASSURANCE CO /CAN/ 42420.04%0.52%1.42%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
INTACT INVESTMENT MANAGEMENT INC. 42420.06%1.52%3.99%Q2 2013Q3 202342
Legal & General Group Plc 42420.05%0.08%0.11%Q2 2013Q3 202342
1832 Asset Management L.P. 42420.32%0.84%1.73%Q2 2013Q3 202342
FMR LLC 42420.01%0.04%0.10%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.00%0.01%Q2 2013Q3 202342
PUBLIC SECTOR PENSION INVESTMENT BOARD 42420.03%0.29%0.57%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.00%0.00%0.01%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
GUARDIAN CAPITAL ADVISORS LP 42420.92%1.50%1.96%Q2 2013Q3 202342
AXA S.A. 42420.00%0.02%0.07%Q2 2013Q3 202342
REGIONS FINANCIAL CORP 42420.00%0.01%0.01%Q2 2013Q3 202342
Neuberger Berman Group LLC 42420.01%0.02%0.07%Q2 2013Q3 202342
ONTARIO TEACHERS PENSION PLAN BOARD 42420.00%0.07%0.40%Q2 2013Q3 202342
TODD ASSET MANAGEMENT LLC 42420.03%0.42%0.77%Q2 2013Q3 202342
STATE OF WISCONSIN INVESTMENT BOARD 42420.03%0.06%0.09%Q2 2013Q3 202342
GLENMEDE TRUST CO NA 42420.00%0.00%0.01%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.01%Q2 2013Q3 202342
JANE STREET GROUP, LLC 1910.00%0.00%0.05%Q1 2014Q3 202341
HBK Sorce Advisory LLC 3650.04%0.11%0.24%Q2 2013Q3 202341
Janney Montgomery Scott LLC 41410.00%0.01%0.02%Q3 2013Q3 202341
WELCH & FORBES LLC 41410.01%0.01%0.01%Q2 2013Q2 202341
JARISLOWSKY, FRASER Ltd 29120.06%0.07%0.08%Q2 2013Q3 202341
MACKENZIE FINANCIAL CORP 30110.36%0.81%1.26%Q2 2013Q3 202341
STONEBRIDGE CAPITAL MANAGEMENT INC 41410.08%0.11%0.16%Q3 2013Q3 202341
Fiera Capital Corp 3470.01%0.18%0.90%Q2 2013Q3 202341
First Horizon Advisors, Inc. 41410.01%0.01%0.02%Q3 2013Q3 202341
Tower Research Capital LLC (TRC) 3920.00%0.02%0.22%Q2 2013Q3 202341
Creative Planning 3380.00%0.00%0.00%Q2 2013Q3 202341
DEUTSCHE BANK AG\ 41410.00%0.02%0.05%Q3 2013Q3 202341
Capital Advisors, Ltd. LLC 40400.01%0.02%0.04%Q4 2013Q3 202340
Gulf International Bank (UK) Ltd 40400.00%0.06%0.15%Q4 2013Q3 202340
JCIC Asset Management Inc. 3910.00%0.32%0.71%Q2 2013Q3 202340
Oakworth Capital, Inc. 40400.00%0.01%0.02%Q4 2013Q3 202340
ROCKY MOUNTAIN ADVISERS, LLC 40400.01%0.07%0.18%Q4 2013Q3 202340
PINNACLE ASSOCIATES LTD 16100.00%0.02%0.06%Q2 2013Q3 202340
MILLENNIUM MANAGEMENT LLC 1110.00%0.02%0.05%Q4 2013Q3 202340
M&T BANK CORP 3730.00%0.01%0.08%Q2 2013Q3 202340
Connor, Clark & Lunn Investment Management Ltd. 39390.50%1.49%3.02%Q1 2014Q3 202339
PRUDENTIAL PLC 26130.00%0.09%0.26%Q4 2013Q3 202339
COMERICA BANK 39390.01%0.01%0.01%Q2 2013Q4 202239
Cardinal Capital Management, Inc. 25130.77%3.50%5.78%Q1 2014Q3 202338
Korea Investment CORP 3510.02%0.07%0.11%Q2 2013Q3 202338
FIRST MANHATTAN CO. LLC. 38380.00%0.00%0.00%Q2 2013Q3 202238
CENTRAL TRUST Co 3080.00%0.00%0.00%Q2 2013Q3 202338
AGF INVESTMENTS INC. 38380.01%0.37%0.75%Q2 2013Q3 202238
Lowe Wealth Advisors, LLC 37370.03%0.04%0.06%Q4 2014Q4 202337
PCJ Investment Counsel Ltd. 3250.36%1.85%3.18%Q3 2013Q3 202337
VANGUARD GROUP INC 3510.00%0.02%0.03%Q4 2013Q3 202336
Candriam S.C.A. 36360.01%0.04%0.25%Q4 2014Q3 202336
AMERIPRISE FINANCIAL INC 2260.00%0.00%0.01%Q2 2013Q3 202336
GUARDIAN CAPITAL LP 36360.06%0.82%1.36%Q4 2014Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.00%0.01%0.01%Q2 2013Q1 202236
RAYMOND JAMES & ASSOCIATES 3120.00%0.00%0.01%Q2 2013Q3 202336
VOYA INVESTMENT MANAGEMENT LLC 2260.00%0.00%0.00%Q2 2013Q4 202236
Cutler Group LLC / CA 1130.00%0.00%0.00%Q4 2015Q3 202036
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2870.00%0.00%0.01%Q4 2014Q3 202335
Perkins Coie Trust Co 24110.03%0.04%0.06%Q4 2013Q3 202335
SEI INVESTMENTS CO 35350.00%0.00%0.01%Q1 2015Q3 202335
LPL Financial LLC 2310.00%0.00%0.01%Q2 2013Q3 202335
FARMERS & MERCHANTS INVESTMENTS INC 2780.00%0.00%0.00%Q2 2013Q2 202235
Renaissance Technologies 2260.00%0.02%0.04%Q4 2013Q2 202335
REILLY FINANCIAL ADVISORS, LLC 35350.00%0.00%0.01%Q2 2013Q4 202135
Private Advisor Group, LLC 1610.00%0.01%0.05%Q4 2013Q3 202335
MASSMUTUAL TRUST CO FSB/ADV 2910.00%0.00%0.04%Q1 2014Q4 202334
PARSONS CAPITAL MANAGEMENT INC/RI 3310.02%0.03%0.04%Q1 2015Q3 202334
ENVESTNET ASSET MANAGEMENT INC 2010.00%0.00%0.00%Q2 2013Q3 202334
Heathbridge Capital Management Ltd. 3310.05%0.07%0.12%Q3 2014Q1 202334
AMP Capital Investors Ltd 34340.03%0.05%0.06%Q2 2013Q3 202134
DORCHESTER WEALTH MANAGEMENT Co 34340.28%0.46%0.57%Q2 2015Q3 202334
LINCLUDEN MANAGEMENT LTD 34340.08%3.75%26.59%Q2 2013Q3 202134
PEAK6 Investments LLC 1410.00%0.00%0.02%Q3 2019Q2 202334
CIBC Private Wealth Group, LLC 3120.00%0.00%0.01%Q1 2014Q2 202233
ENTERPRISE FINANCIAL SERVICES CORP 33330.00%0.01%0.03%Q2 2013Q2 202133
Kistler-Tiffany Companies, LLC 2490.00%0.00%0.01%Q2 2013Q2 202333
QUADRANT CAPITAL GROUP LLC 3210.00%0.02%0.13%Q2 2015Q3 202333
Hills Bank & Trust Co 32320.12%0.26%0.34%Q2 2013Q1 202132
Capital International Investors 21110.00%0.15%0.45%Q2 2013Q1 202232
D. E. Shaw & Co., Inc. 1210.00%0.01%0.05%Q4 2015Q3 202332
DekaBank Deutsche Girozentrale 3010.00%0.05%0.12%Q3 2013Q3 202332
Geneos Wealth Management Inc. 31310.00%0.01%0.03%Q1 2016Q3 202331
FINANCIAL COUNSELORS INC 2610.01%0.01%0.02%Q1 2015Q3 202331
PREMIER ASSET MANAGEMENT LLC 2830.07%0.18%0.35%Q3 2013Q2 202131
OLD NATIONAL BANCORP /IN/ 3010.01%0.02%0.03%Q2 2015Q1 202331
Raymond James Financial Services Advisors, Inc. 19120.00%0.00%0.00%Q4 2015Q3 202331
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 2650.10%0.13%0.21%Q4 2015Q3 202331
Aperio Group, LLC 31310.03%0.05%0.07%Q2 2013Q4 202031
ACADIAN ASSET MANAGEMENT LLC 910.00%0.12%0.91%Q3 2014Q3 202330
Grantham, Mayo, Van Otterloo & Co. LLC 1420.00%0.18%0.47%Q2 2013Q3 202330
Cambridge Investment Research Advisors, Inc. 30300.00%0.01%0.04%Q2 2016Q3 202330
Laird Norton Wetherby Wealth Management, LLC 30300.04%0.06%0.08%Q2 2016Q3 202330
SIGNATUREFD, LLC 2310.00%0.02%0.04%Q4 2014Q3 202330
IFP Advisors, Inc 1480.00%0.01%0.03%Q4 2015Q3 202330
MONTRUSCO BOLTON INVESTMENTS INC. 2810.09%2.32%6.79%Q4 2013Q3 202330
Advisory Services Network, LLC 2550.01%0.02%0.05%Q3 2015Q1 202330
AMF Tjanstepension AB 30300.00%0.11%0.21%Q4 2014Q1 202230
J.P. Morgan Private Wealth Advisors LLC 2810.00%0.00%0.00%Q2 2016Q3 202329
NEXT Financial Group, Inc 2360.00%0.04%0.11%Q3 2014Q4 202129
TWO SIGMA ADVISERS, LP 1930.00%0.03%0.08%Q4 2013Q3 202329
CREDIT AGRICOLE S A 18110.00%0.06%0.21%Q2 2013Q3 202329
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 19100.00%0.00%0.01%Q2 2016Q3 202329
ClearBridge Investments 29290.00%0.00%0.00%Q2 2013Q2 202029
Allworth Financial LP 2630.00%0.00%0.02%Q1 2015Q3 202329
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 29290.00%0.01%0.01%Q2 2013Q2 202029
Smithfield Trust Co 28280.02%0.02%0.04%Q4 2016Q3 202328
CWM, LLC 2080.00%0.00%0.00%Q3 2016Q3 202328
MCF Advisors LLC 2170.00%0.01%0.01%Q3 2016Q3 202328
BESSEMER GROUP INC 1010.00%0.00%0.00%Q2 2013Q3 202328
VIRGINIA RETIREMENT SYSTEMS ET AL 1610.01%0.08%0.17%Q2 2013Q2 202128
Russell Investments Group, Ltd. 28280.01%0.07%0.10%Q4 2016Q3 202328
Financial Engines Advisors L.L.C. 28280.00%0.20%0.70%Q2 2013Q1 202028
Andra AP-fonden 1250.01%0.14%0.21%Q1 2016Q2 202328
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 28280.00%0.01%0.04%Q4 2016Q3 202328
STIFEL FINANCIAL CORP 1320.00%0.01%0.03%Q1 2014Q3 202328
World Asset Management Inc 27270.01%0.04%0.06%Q2 2013Q4 201927
GEODE CAPITAL MANAGEMENT, LLC 27270.00%0.01%0.01%Q1 2017Q3 202327
Beutel, Goodman & Co Ltd. 27271.95%3.51%5.30%Q1 2017Q3 202327
Parallel Advisors, LLC 27270.00%0.00%0.01%Q1 2017Q3 202327
DUNCKER STREETT & CO INC 16110.01%0.02%0.05%Q4 2016Q3 202327
Highstreet Asset Management Inc. 27270.23%1.12%3.26%Q2 2013Q4 201927
Global Retirement Partners, LLC 2070.00%0.00%0.01%Q4 2016Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.00%Q2 2013Q4 201927
TWO SIGMA INVESTMENTS, LP 1810.00%0.07%0.17%Q3 2013Q2 202327
Skandinaviska Enskilda Banken AB (publ) 1790.01%0.18%0.41%Q4 2016Q3 202326
Gemmer Asset Management LLC 26260.00%0.01%0.01%Q4 2015Q1 202226
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 26260.02%0.46%1.10%Q2 2017Q3 202326
Baystate Wealth Management LLC 26260.00%0.00%0.00%Q2 2017Q3 202326
Fiduciary Trust Co International of Pennsylvania 26260.01%0.02%0.03%Q4 2013Q1 202026
Mn Services Vermogensbeheer B.V. 1510.10%0.17%0.68%Q1 2016Q3 202326
Crossmark Global Holdings, Inc. 2510.07%0.13%0.30%Q3 2016Q3 202326
HighTower Advisors, LLC 26260.00%0.00%0.01%Q2 2017Q3 202326
UBS ASSET MANAGEMENT AMERICAS INC 26260.00%0.05%0.07%Q2 2013Q3 201926
FIL Ltd 2240.01%0.66%1.14%Q2 2013Q3 202326
BNP Paribas Asset Management Holding S.A. 2410.00%0.02%0.05%Q2 2013Q1 202125
FORSTA AP-FONDEN 2320.06%0.19%0.34%Q1 2017Q3 202325
QS Investors, LLC 2320.00%0.02%0.05%Q4 2014Q1 202125
NN Investment Partners Holdings N.V. 25250.01%0.02%0.06%Q1 2016Q1 202225
CAPITAL GUARDIAN TRUST CO 25250.01%0.02%0.02%Q2 2013Q2 201925
Westside Investment Management, Inc. 1510.00%0.00%0.01%Q4 2016Q3 202325
Vident Investment Advisory, LLC 1540.01%0.14%0.40%Q1 2016Q2 202325
BAROMETER CAPITAL MANAGEMENT INC. 810.05%1.93%5.10%Q3 2014Q3 202325
CIGNA INVESTMENTS INC /NEW 25250.02%0.05%0.12%Q3 2017Q3 202325
Onex Canada Asset Management Inc. 24240.89%2.21%5.48%Q4 2017Q3 202324
WASHINGTON TRUST Co 1510.01%0.02%0.03%Q2 2015Q3 202324
State of Tennessee, Treasury Department 1620.07%0.11%0.16%Q4 2014Q3 202324
K.J. Harrison & Partners Inc 1320.04%0.19%0.76%Q3 2016Q2 202324
Waratah Capital Advisors Ltd. 810.04%0.49%4.64%Q2 2013Q3 202324
People's United Financial, Inc. 2010.01%0.01%0.02%Q2 2013Q4 201924
Independence Bank of Kentucky 24240.06%0.07%0.10%Q4 2017Q3 202324
Claret Asset Management Corp 24240.08%0.11%0.15%Q4 2017Q3 202324
BENJAMIN F. EDWARDS & COMPANY, INC. 2130.00%0.00%0.00%Q1 2015Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.01%0.01%Q4 2017Q3 202324
COMMERZBANK AKTIENGESELLSCHAFT /FI 810.00%0.01%0.02%Q2 2013Q1 202024
First Bank & Trust 2310.05%0.13%0.17%Q4 2016Q2 202324
EARNEST PARTNERS LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
Cubist Systematic Strategies, LLC 610.00%0.03%0.09%Q3 2014Q3 202323
ASSETMARK, INC 1510.00%0.00%0.00%Q4 2015Q2 202323
VAN ECK ASSOCIATES CORP 23230.00%0.00%0.01%Q1 2018Q3 202323
JANUS HENDERSON GROUP PLC 23230.00%0.01%0.01%Q1 2018Q3 202323
RIVERHEAD CAPITAL MANAGEMENT LLC 23230.00%0.01%0.02%Q1 2014Q3 201923
Man Group plc 23230.02%0.15%0.52%Q1 2018Q3 202323
SIG North Trading, ULC 880.02%0.74%3.12%Q4 2021Q3 202323
Northwest Bancshares, Inc. 1490.04%0.08%0.13%Q4 2017Q3 202323
CIDEL ASSET MANAGEMENT INC 22220.62%1.20%1.79%Q2 2018Q3 202322
CAPTRUST FINANCIAL ADVISORS 22220.00%0.00%0.00%Q2 2018Q3 202322
Cumberland Partners Ltd 22220.04%0.09%0.17%Q2 2018Q3 202322
D'Orazio & Associates, Inc. 22220.00%0.00%0.01%Q2 2016Q3 202122
COZAD ASSET MANAGEMENT INC 22220.04%0.06%0.10%Q2 2018Q3 202322
FIRST NATIONAL TRUST CO 22220.02%0.03%0.04%Q3 2017Q4 202222
LS Investment Advisors, LLC 22220.00%0.00%0.00%Q2 2013Q3 201822
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
CITY HOLDING CO 21210.03%0.04%0.08%Q3 2018Q3 202321
GUGGENHEIM CAPITAL LLC 2010.00%0.01%0.05%Q2 2013Q3 202121
Covington Capital Management 21210.00%0.00%0.00%Q3 2017Q3 202221
Quantbot Technologies LP 1110.00%0.05%0.14%Q2 2013Q3 202221
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 21210.09%0.14%0.17%Q2 2013Q2 201821
Cetera Investment Advisers 21210.01%0.04%0.08%Q3 2018Q3 202321
Polar Asset Management Partners Inc. 1140.01%0.19%0.60%Q2 2019Q1 202321
Sentry Investments Corp. 20200.02%0.30%1.38%Q2 2013Q1 201820
AMUNDI ASSET MANAGEMENT US, INC. 20200.03%0.08%0.12%Q2 2016Q1 202120
Plante Moran Financial Advisors, LLC 20200.00%0.02%0.04%Q1 2017Q4 202120
Laurel Wealth Advisors LLC 20200.00%0.01%0.01%Q4 2018Q3 202320
BREWIN DOLPHIN LTD 20200.01%0.04%0.06%Q3 2017Q2 202220
Lindbrook Capital, LLC 20200.02%0.03%0.05%Q4 2018Q3 202320
Unison Advisors LLC 20200.22%0.62%1.35%Q4 2018Q3 202320
TRUSTCORE FINANCIAL SERVICES, LLC 1640.00%0.00%0.00%Q4 2017Q4 202220
PEAK6 Group LLC 410.00%0.00%0.02%Q2 2013Q3 201720
AQR Capital Management 1810.00%0.01%0.07%Q4 2012Q1 201920
North Star Investment Management Corp. 1280.00%0.01%0.01%Q2 2017Q2 202220
Assenagon Asset Management S.A. 1910.00%0.01%0.02%Q3 2018Q3 202320
AE Wealth Management LLC 1810.01%0.01%0.01%Q3 2018Q3 202319
SCHRODER INVESTMENT MANAGEMENT GROUP 1110.00%0.05%0.18%Q1 2015Q4 202119
Zions Bancorporation, N.A. 19190.00%0.01%0.01%Q1 2019Q3 202319
Sandy Spring Bank 1090.00%0.00%0.01%Q2 2013Q4 201919
AMERICAN CENTURY COMPANIES INC 1630.00%0.00%0.02%Q2 2013Q3 202319
SYNOVUS FINANCIAL CORP 1610.00%0.00%0.00%Q2 2013Q2 202019
Steward Partners Investment Advisory, LLC 1810.00%0.00%0.00%Q3 2018Q3 202319
MUFG Americas Holdings Corp 1010.00%0.00%0.00%Q4 2010Q4 201919
VERTEX ONE ASSET MANAGEMENT INC. 19190.05%0.20%0.41%Q2 2013Q4 201719
BURNEY CO/ 19190.02%0.10%0.32%Q1 2019Q3 202319
FEDERATED HERMES, INC. 19190.04%0.07%0.10%Q2 2013Q4 201719
AVANTAX ADVISORY SERVICES, INC. 1440.01%0.01%0.01%Q1 2019Q3 202318
Lombard Odier Asset Management (Europe) Ltd 1310.01%0.03%0.10%Q2 2016Q2 202218
HM PAYSON & CO 18180.00%0.00%0.00%Q2 2019Q3 202318
ADVANTAGE INVESTMENT MANAGEMENT, LLC 18180.02%0.03%0.06%Q2 2015Q3 201918
Ancora Advisors LLC 1610.00%0.00%0.00%Q4 2016Q3 202318
Commonwealth Equity Services, Inc 18180.01%0.01%0.01%Q2 2013Q3 201718
COMMERCE BANK 18180.00%0.00%0.01%Q3 2013Q4 201718
I.G. INVESTMENT MANAGEMENT, LTD. 18180.97%1.97%2.85%Q2 2013Q3 201718
ATLAS CAPITAL ADVISORS LLC 1020.00%0.04%0.30%Q1 2018Q3 202318
Wambolt & Associates, LLC 18180.22%0.35%0.46%Q2 2019Q3 202318
Cornerstone Advisors, Inc. 1410.00%0.01%0.03%Q4 2014Q3 202018
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 18180.00%0.02%0.03%Q3 2017Q4 202118
UNIO CAPITAL LLC 18180.00%0.18%0.32%Q4 2017Q1 202218
Mondrian Investment Partners LTD 1250.00%0.00%0.00%Q2 2015Q2 202017
Asset Planning Services, Ltd. 1520.01%0.03%0.06%Q2 2015Q3 201917
Pacifica Partners Inc. 17170.01%0.03%0.05%Q4 2019Q4 202317
NATIXIS ADVISORS, L.P. 810.00%0.00%0.01%Q1 2014Q3 202317
D.A. DAVIDSON & CO. 17170.00%0.00%0.01%Q2 2013Q2 201717
CAPSTONE ASSET MANAGEMENT CO 17170.03%0.08%0.11%Q2 2013Q2 201717
TimeScale Financial, Inc. 17170.02%0.03%0.04%Q2 2019Q2 202317
AdvisorNet Financial, Inc 1310.00%0.00%0.00%Q4 2017Q3 202317
SALEM INVESTMENT COUNSELORS INC 1120.00%0.01%0.01%Q4 2017Q3 202317
Quadrature Capital Ltd 410.02%0.33%1.04%Q3 2015Q2 202317
Mitsubishi UFJ Trust & Banking Corp 1060.00%0.01%0.01%Q3 2019Q3 202316
DELTA LLOYD NV 16160.01%0.04%0.06%Q2 2013Q1 201716
WELLINGTON MANAGEMENT GROUP LLP 1010.00%0.00%0.00%Q4 2017Q3 202316
Veritable, L.P. 830.00%0.00%0.01%Q2 2013Q2 202316
Glassman Wealth Services 16160.00%0.00%0.01%Q4 2019Q3 202316
DREMAN VALUE MANAGEMENT, L L C 840.00%0.00%0.02%Q4 2013Q1 201816
Financial Advantage, Inc. 16160.01%0.02%0.03%Q4 2018Q3 202216
FIRST TRUST ADVISORS LP 16160.06%0.08%0.10%Q4 2019Q3 202316
COMMONWEALTH BANK OF AUSTRALIA 16160.03%0.03%0.04%Q3 2015Q2 201916
Hexavest Inc. 710.02%0.13%0.25%Q4 2013Q3 202016
DAVIDSON TRUST CO 16160.24%0.30%0.39%Q4 2019Q3 202316
Engrave Wealth Partners LLC 16160.16%0.29%0.61%Q4 2019Q3 202316
Ensign Peak Advisors, Inc 16160.00%0.00%0.00%Q4 2019Q3 202316
VILLERE ST DENIS J & CO LLC 1020.01%0.02%0.02%Q1 2019Q3 202316
Quilter Plc 16160.02%0.03%0.04%Q4 2019Q3 202316
Wealthspire Advisors, L.P. 1410.01%0.02%0.02%Q4 2015Q3 202016
NOMURA ASSET MANAGEMENT CO LTD 1210.00%0.00%0.00%Q1 2016Q3 202316
Advisor Group, Inc. 15150.00%0.01%0.01%Q2 2016Q4 201915
Cribstone Capital Management, LLC 15150.02%0.06%0.11%Q2 2016Q4 201915
OFI Advisors LLC 1140.00%0.01%0.02%Q3 2011Q3 201515
FDx Advisors, Inc. 1010.01%0.02%0.04%Q1 2015Q1 202115
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
Cetera Advisor Networks LLC 1410.01%0.01%0.01%Q3 2016Q3 202315
FineMark National Bank & Trust 15150.00%0.00%0.00%Q2 2013Q4 201615
ATTICUS WEALTH MANAGEMENT, LLC 15150.01%0.01%0.01%Q1 2020Q3 202315
Clearstead Advisors, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
Old North State Trust, LLC 630.02%0.03%0.05%Q3 2018Q1 202315
WESTPAC BANKING CORP 1210.02%0.04%0.05%Q1 2017Q1 202315
Your Advocates Ltd., LLP 15150.01%0.01%0.01%Q1 2020Q3 202315
RATIONAL ADVISORS LLC 810.02%0.12%0.27%Q3 2009Q2 201815
CAPITAL CITY TRUST CO/FL 710.06%0.07%0.09%Q2 2013Q3 202315
Sutton Wealth Advisors Inc. 15150.01%0.01%0.01%Q1 2020Q3 202315
Lingohr Asset Management GmbH 1020.17%0.75%3.27%Q2 2013Q4 202015
MSI Financial Services Inc 15150.00%0.01%0.02%Q2 2013Q4 201615
NATIXIS 710.00%0.01%0.05%Q2 2017Q1 202315
Value Partners Investments Inc. 15153.23%5.39%6.08%Q1 2020Q3 202315
QV Investors Inc. 15151.96%3.72%5.70%Q1 2020Q3 202315
Scheer, Rowlett & Associates Investment Management Ltd. 15150.93%2.51%3.59%Q2 2013Q4 201615
AMG National Trust Bank 15150.08%0.11%0.13%Q2 2013Q4 201615
Capital Advisory Group Advisory Services, LLC 710.01%0.02%0.02%Q1 2018Q1 202215
MML INVESTORS SERVICES, LLC 15150.00%0.01%0.02%Q3 2017Q1 202115
Proficio Capital Partners LLC 15150.00%0.01%0.02%Q4 2015Q2 201915
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 810.03%0.08%0.25%Q1 2014Q2 202315
MYCIO WEALTH PARTNERS, LLC 14140.00%0.00%0.00%Q2 2013Q3 201614
Mosaic Family Wealth, LLC 14140.01%0.01%0.02%Q4 2015Q1 201914
SHINE INVESTMENT ADVISORY SERVICES INC 14140.00%0.01%0.01%Q2 2017Q3 202014
Avior Wealth Management, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
Stevens First Principles Investment Advisors 14140.02%0.03%0.04%Q1 2016Q2 201914
AHL Partners LLP 14140.01%0.19%0.43%Q3 2014Q4 201714
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 630.00%0.01%0.02%Q4 2019Q3 202314
Trexquant Investment LP 410.01%0.06%0.23%Q1 2015Q1 202314
VOLORIDGE INVESTMENT MANAGEMENT, LLC 910.00%0.04%0.09%Q1 2018Q3 202314
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 14140.00%0.04%0.11%Q2 2020Q3 202314
Clark Capital Management Group, Inc. 1110.05%0.39%0.63%Q3 2014Q1 202114
BALYASNY ASSET MANAGEMENT L.P. 510.00%0.03%0.16%Q2 2018Q3 202314
Qube Research & Technologies Ltd 810.01%0.03%0.06%Q4 2019Q3 202314
RITHOLTZ WEALTH MANAGEMENT 14140.01%0.03%0.05%Q2 2020Q3 202314
EVERGREEN CAPITAL MANAGEMENT LLC 730.01%0.02%0.02%Q1 2019Q3 202314
Private Capital Group, LLC 14140.00%0.00%0.01%Q4 2017Q1 202114
MONECO Advisors, LLC 820.07%0.11%0.17%Q3 2019Q3 202314
USS Investment Management Ltd 940.05%0.14%0.30%Q2 2019Q3 202313
PRIVATE TRUST CO NA 760.00%0.00%0.01%Q1 2013Q3 202313
Balentine LLC 710.00%0.01%0.02%Q3 2018Q3 202313
Lenox Wealth Advisors, LLC 13130.00%0.00%0.03%Q4 2017Q4 202013
Bridgewater Associates 1210.03%0.08%0.13%Q4 2016Q1 202013
EVOKE WEALTH, LLC 13130.00%0.00%0.00%Q3 2019Q3 202213
Kestra Advisory Services, LLC 13130.01%0.01%0.01%Q3 2020Q3 202313
Magnetar Financial LLC 610.01%0.02%0.06%Q2 2015Q3 202213
Capital World Investors 1120.00%0.00%0.00%Q3 2019Q3 202313
Strategic Advisors LLC 13130.34%0.54%0.79%Q2 2013Q2 201613
Vanguard Personalized Indexing Management, LLC 13130.01%0.04%0.10%Q3 2020Q3 202313
Compagnie Lombard Odier SCmA 810.00%0.01%0.02%Q4 2013Q4 202213
Paloma Partners Management Co 510.00%0.02%0.06%Q2 2013Q2 202113
Spectrum Management Group, LLC 1030.00%0.00%0.01%Q4 2013Q1 201813
EXCHANGE TRADED CONCEPTS, LLC 1120.00%0.00%0.00%Q4 2019Q4 202313
WOLVERINE TRADING, LLC 310.00%0.00%0.00%Q3 2017Q4 202213
THRIVENT FINANCIAL FOR LUTHERANS 810.00%0.00%0.00%Q3 2014Q3 201913
TOBAM 760.00%0.02%0.07%Q4 2016Q3 202313
TFC Financial Management, Inc. 13130.01%0.01%0.01%Q3 2020Q3 202313
Triasima Portfolio Management inc. 12120.47%1.59%3.04%Q4 2020Q3 202312
CAPITAL INTERNATIONAL LTD /CA/ 12120.04%0.07%0.09%Q2 2013Q1 201612
Tyers Asset Management LLC 12120.01%0.01%0.01%Q4 2016Q3 201912
Berman Capital Advisors, LLC 12120.00%0.00%0.01%Q4 2018Q3 202112
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Glen Harbor Capital Management LLC 12120.00%0.00%0.00%Q4 2016Q3 201912
Systematic Alpha Investments, LLC 12120.59%0.66%0.84%Q4 2020Q3 202312
Running Point Capital Advisors, LLC 12120.12%0.15%0.17%Q4 2020Q3 202312
Lorne Steinberg Wealth Management Inc. 12120.78%2.07%2.64%Q4 2020Q3 202312
Neuburgh Advisers LLC 12120.01%0.01%0.01%Q4 2016Q3 201912
Greystone Managed Investments Inc. 12120.37%2.01%2.76%Q4 2016Q3 201912
Johnson Midwest Financial, LLC 12120.06%0.11%0.26%Q4 2020Q3 202312
CULLEN/FROST BANKERS, INC. 12120.00%0.00%0.00%Q3 2020Q2 202312
THOMPSON SIEGEL & WALMSLEY LLC 12120.00%0.00%0.00%Q1 2017Q4 201912
PhiloSmith Capital Corp 610.00%0.01%0.01%Q4 2016Q2 202112
RUSSELL FRANK CO/ 12120.02%0.05%0.06%Q2 2013Q1 201612
Achmea Investment Management B.V. 750.00%0.10%0.25%Q3 2020Q3 202312
BlackRock Inc. 12120.00%0.00%0.00%Q4 2020Q3 202312
Lombard Odier & Cie (Canada), Limited Partnership 12120.25%0.37%0.64%Q4 2013Q3 201612
PICTET ASSET MANAGEMENT LTD 12120.01%0.02%0.04%Q3 2018Q2 202112
AlphaCrest Capital Management LLC 12120.04%0.19%0.54%Q4 2019Q3 202212
Tacita Capital Inc 12120.01%0.16%0.36%Q4 2020Q3 202312
Ausdal Financial Partners, Inc. 12120.08%0.13%0.16%Q4 2015Q3 201812
Flinton Capital Management LLC 12120.01%0.01%0.01%Q4 2016Q3 201912
Counsel Portfolio Services Inc. 1110.24%0.68%0.93%Q2 2013Q2 201612
FIRST FINANCIAL CORP /IN/ 12120.02%0.02%0.02%Q2 2013Q1 201612
Capital International Sarl 12120.00%0.01%0.02%Q2 2013Q1 201612
Twin Tree Management, LP 410.00%0.00%0.01%Q4 2012Q1 202311
A.R.T. Advisors, LLC 310.01%0.03%0.08%Q4 2013Q1 201911
Argent Trust Co 810.01%0.02%0.03%Q4 2019Q3 202311
M&G INVESTMENT MANAGEMENT LTD 11110.03%0.08%0.14%Q4 2019Q2 202211
Princeton Alpha Management LP 430.07%0.16%0.43%Q4 2013Q1 201711
Amundi 10100.00%0.06%0.08%Q2 2021Q3 202311
Lombard Odier Asset Management (Switzerland) SA 310.01%0.03%0.08%Q2 2014Q1 202311
Baird Financial Group, Inc. 920.00%0.00%0.01%Q2 2015Q3 202311
BOSTON FINANCIAL MANGEMENT LLC 830.01%0.22%0.33%Q2 2016Q3 202311
BEACON TRUST CO 11110.04%0.05%0.06%Q3 2014Q1 201711
Virtu KCG Holdings LLC 420.00%0.01%0.08%Q3 2013Q1 201711
Advisory Resource Group 11110.07%0.12%0.19%Q1 2021Q3 202311
Rempart Asset Management Inc. 11110.12%0.19%0.23%Q2 2021Q4 202311
Alpha Cubed Investments, LLC 11110.10%0.39%0.82%Q4 2013Q2 201611
GROUP ONE TRADING, L.P. 310.00%0.00%0.00%Q3 2013Q1 202311
ICON ADVISERS INC/CO 740.07%0.21%0.42%Q2 2015Q2 201811
Concord Wealth Partners 740.02%0.03%0.07%Q4 2020Q3 202311
RHUMBLINE ADVISERS 720.00%0.00%0.00%Q4 2013Q3 202311
Hazelview Securities Inc. 11110.08%0.72%1.74%Q1 2017Q3 201911
BHF Kleinwort Benson Group S.A. 11110.19%0.57%1.26%Q2 2013Q4 201511
MACQUARIE GROUP LTD 710.00%0.00%0.00%Q2 2013Q3 202311
AJO, LP 830.00%0.01%0.02%Q2 2015Q3 201911
Zions Bancorporation 1010.00%0.01%0.01%Q1 2015Q4 201711
Flaharty Asset Management, LLC 610.04%0.05%0.07%Q4 2019Q3 202311
Bell Bank 11110.23%0.78%1.02%Q2 2013Q4 201511
NICOLA WEALTH MANAGEMENT LTD. 11110.75%1.60%2.38%Q1 2018Q3 202011
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 11110.08%0.12%0.14%Q1 2016Q3 201811
EMERSON INVESTMENT MANAGEMENT, LLC 11110.42%0.55%0.65%Q3 2013Q1 201611
Krilogy Financial LLC 1010.00%0.00%0.00%Q4 2015Q3 201811
Banque Cantonale Vaudoise 640.00%0.01%0.02%Q4 2020Q3 202310
Apex Capital Management 10100.01%0.01%0.02%Q4 2013Q1 201610
SIMPLEX TRADING, LLC 410.00%0.00%0.01%Q2 2015Q3 202210
TDAM USA INC. 10100.01%0.02%0.02%Q3 2016Q4 201810
Pathway Financial Advisors LLC 420.06%0.08%0.09%Q3 2019Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.01%0.01%Q1 2021Q3 202310
Pacer Advisors, Inc. 510.00%0.01%0.10%Q4 2013Q3 202310
FIRSTMERIT BANK N A TRUSTEE 10100.02%0.03%0.04%Q1 2014Q2 201610
Capital Bank & Trust Co 10100.00%0.00%0.00%Q4 2017Q1 202010
Rathbones Group PLC 550.00%0.00%0.01%Q1 2021Q3 202310
IMA Wealth, Inc. 10100.12%0.17%0.21%Q3 2013Q4 201510
KING LUTHER CAPITAL MANAGEMENT CORP 10100.00%0.00%0.00%Q2 2021Q3 202310
LBA Wealth Management, LLC 910.02%0.03%0.05%Q4 2013Q3 201610
Human Investing LLC 10100.01%0.01%0.01%Q4 2018Q1 202110
DC Investments Management, LLC 640.11%0.20%0.30%Q4 2017Q2 202010
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 10100.09%0.15%0.17%Q2 2021Q3 202310
TRUEWEALTH LLC 10100.08%0.09%0.10%Q1 2018Q2 202010
Jacobi Capital Management LLC 10100.00%0.00%0.01%Q2 2018Q3 202010
Zurich Insurance Group Ltd/FI 820.01%0.03%0.06%Q3 2017Q2 202310
Whitnell & Co. 630.00%0.00%0.00%Q3 2015Q2 20189
PDT Partners, LLC 310.01%0.10%0.34%Q3 2013Q2 20239
DEERE & CO 810.04%0.05%0.06%Q2 2013Q3 20169
Brookfield Asset Management 540.01%0.04%0.09%Q2 2013Q2 20239
PFG Private Wealth Management, LLC 990.00%0.00%0.01%Q3 2021Q3 20239
EATON VANCE MANAGEMENT 810.00%0.00%0.00%Q2 2018Q3 20229
WOODSTOCK CORP 990.06%0.06%0.06%Q4 2021Q4 20239
PRELUDE CAPITAL MANAGEMENT, LLC 310.00%0.02%0.07%Q3 2013Q2 20219
BI Asset Management Fondsmaeglerselskab A/S 990.01%0.02%0.03%Q1 2020Q1 20229
Dynamic Technology Lab Private Ltd 210.04%0.10%0.27%Q1 2015Q3 20229
MARSHALL WACE, LLP 210.00%0.01%0.04%Q3 2015Q3 20239
Waverly Advisors, LLC 810.00%0.01%0.02%Q3 2013Q4 20179
Spire Wealth Management 630.00%0.00%0.00%Q1 2021Q3 20239
Hartford Financial Management Inc. 720.02%0.03%0.03%Q2 2013Q3 20159
WHITTIER TRUST CO 990.00%0.00%0.00%Q3 2021Q3 20239
Salient Capital Advisors, LLC 990.01%0.01%0.03%Q1 2015Q1 20179
Key FInancial Inc 990.00%0.00%0.01%Q3 2021Q3 20239
Asset Dedication, LLC 540.00%0.00%0.01%Q2 2021Q3 20239
COLONY GROUP LLC 990.00%0.00%0.00%Q4 2013Q4 20159
West Family Investments, Inc. 540.06%0.09%0.14%Q2 2021Q3 20239
STONERIDGE INVESTMENT PARTNERS LLC 990.24%0.62%0.86%Q4 2013Q4 20159
MIROVA 810.02%0.06%0.09%Q3 2020Q3 20239
Financial Management Professionals, Inc. 810.00%0.02%0.02%Q3 2020Q1 20239
Mason & Associates Inc 880.31%0.34%0.38%Q4 2021Q3 20238
Concert Wealth Management Inc. 880.14%0.19%0.25%Q4 2014Q3 20168
MERCER GLOBAL ADVISORS INC /ADV 440.00%0.00%0.00%Q3 2021Q3 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Blume Capital Management, Inc. 880.01%0.02%0.03%Q4 2013Q3 20158
Apriem Advisors 880.01%0.01%0.02%Q2 2013Q1 20158
UBS AG 660.00%0.00%0.01%Q2 2013Q3 20148
BANQUE PICTET & CIE SA 880.00%0.01%0.01%Q4 2021Q3 20238
Firestone Capital Management 880.01%0.01%0.01%Q4 2019Q3 20218
GAMCO INVESTORS, INC. ET AL 880.00%0.00%0.01%Q4 2015Q3 20178
Wealthspire Advisors, LLC 410.00%0.00%0.01%Q4 2018Q3 20238
Texas Capital Bank Wealth Management Services Inc 880.08%0.09%0.10%Q4 2021Q3 20238
Stanford Investment Group, Inc. 880.02%0.02%0.03%Q4 2014Q3 20168
BRYN MAWR CAPITAL MANAGEMENT INC 530.06%0.31%0.74%Q2 2013Q2 20158
LGT Group Foundation 880.41%0.46%0.51%Q4 2021Q3 20238
Schonfeld Strategic Advisors LLC 420.01%0.01%0.03%Q1 2020Q3 20228
JFS WEALTH ADVISORS, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Cresset Asset Management, LLC 420.00%0.00%0.00%Q4 2018Q3 20238
PICTET ASSET MANAGEMENT SA 880.01%0.03%0.04%Q3 2021Q2 20238
WFG Advisors, LP 880.01%0.01%0.01%Q2 2013Q1 20158
NorthCoast Asset Management LLC 410.01%0.14%0.22%Q2 2014Q2 20198
Vontobel Holding Ltd. 880.00%0.02%0.02%Q4 2021Q3 20238
Gradient Investments LLC 420.00%0.00%0.00%Q1 2014Q3 20238
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
LEUTHOLD GROUP, LLC 620.09%0.27%0.37%Q2 2013Q1 20188
PineBridge Investments, L.P. 710.00%0.01%0.06%Q2 2013Q3 20168
TD Waterhouse Canada Inc. 880.96%1.00%1.05%Q4 2021Q3 20238
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 410.03%0.15%0.37%Q2 2018Q2 20238
KRAEMATON INVESTMENT ADVISORS, INC 882.47%2.62%2.86%Q4 2021Q3 20238
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
Winfield Associates, Inc. 880.00%0.00%0.00%Q1 2016Q4 20178
Avalon Investment & Advisory 880.31%0.34%0.39%Q3 2020Q2 20228
NATIONAL BANK OF CANADA /FI/ 880.29%0.50%0.83%Q4 2021Q3 20238
Washington Trust Advisors, Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Antonetti Capital Management LLC 880.01%0.02%0.02%Q4 2021Q3 20238
OppenheimerFunds, Inc. 770.01%0.02%0.04%Q2 2013Q4 20147
1ST SOURCE BANK 770.03%0.03%0.04%Q2 2013Q4 20147
Legg Mason Asset Management (Japan) Co., Ltd. 770.55%1.13%1.69%Q4 2015Q2 20177
Cerity Partners LLC 510.00%0.01%0.02%Q3 2017Q3 20237
Brinker Capital Investments, LLC 770.01%0.01%0.01%Q2 2021Q4 20227
Pinkerton Retirement Specialists, LLC 770.02%0.02%0.02%Q1 2017Q3 20187
ClariVest Asset Management LLC 770.11%0.12%0.14%Q3 2021Q1 20237
ING GROEP NV 430.00%0.00%0.01%Q1 2014Q3 20237
Regal Investment Advisors LLC 770.00%0.01%0.01%Q2 2013Q4 20147
Avestar Capital, LLC 770.00%0.01%0.03%Q4 2017Q2 20197
Community Bank, N.A. 770.02%0.05%0.10%Q2 2019Q4 20207
Metis Global Partners, LLC 770.08%0.12%0.16%Q1 2022Q3 20237
Vigilant Capital Management, LLC 770.00%0.00%0.00%Q4 2021Q2 20237
AVIANCE CAPITAL MANAGEMENT, LLC 770.13%0.17%0.21%Q2 2013Q4 20147
NORDEA INVESTMENT MANAGEMENT AB 770.00%0.00%0.00%Q3 2018Q1 20207
Parallax Volatility Advisers, L.P. 210.00%0.00%0.01%Q1 2017Q4 20227
Daiwa Securities Group Inc. 770.00%0.00%0.01%Q2 2018Q4 20197
Mascoma Wealth Management LLC 770.00%0.00%0.00%Q1 2022Q3 20237
MARK SHEPTOFF FINANCIAL PLANNING, LLC 770.01%0.01%0.02%Q1 2022Q3 20237
Valeo Financial Advisors, LLC 510.00%0.01%0.02%Q3 2017Q2 20207
SMITH ASSET MANAGEMENT GROUP LP 770.01%0.01%0.01%Q4 2014Q2 20167
OMERS ADMINISTRATION Corp 610.01%0.09%0.14%Q4 2015Q2 20197
GHP Investment Advisors, Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
Marshall Wace North America L.P. 510.00%0.02%0.07%Q4 2017Q1 20217
Rockefeller Capital Management L.P. 310.00%0.00%0.00%Q2 2019Q4 20227
Clarius Group, LLC 430.02%0.02%0.02%Q4 2021Q3 20237
First Trust Direct Indexing L.P. 770.03%0.03%0.04%Q1 2022Q3 20237
Fieldpoint Private Securities, LLC 610.00%0.01%0.01%Q3 2017Q2 20227
Thornmark Asset Management Inc. 772.29%3.87%4.76%Q2 2013Q4 20147
Gotham Asset Management, LLC 410.00%0.00%0.01%Q1 2015Q1 20207
SHAPIRO ROBERT N 770.02%0.02%0.02%Q2 2013Q4 20147
Patriot Financial Group Insurance Agency, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
1st Global Advisors, Inc. 610.03%0.04%0.05%Q1 2015Q2 20177
Sowell Financial Services LLC 770.00%0.00%0.00%Q3 2019Q1 20217
PRINCIPAL FINANCIAL GROUP INC 770.00%0.00%0.00%Q1 2022Q3 20237
Jefferies Group LLC 610.00%0.01%0.02%Q1 2018Q4 20197
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 310.00%0.08%0.20%Q2 2018Q3 20237
OXFORD ASSET MANAGEMENT LLP 420.01%0.04%0.06%Q2 2014Q4 20156
Capital Analysts, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
Symphony Financial, Ltd. Co. 660.31%0.66%0.90%Q2 2022Q3 20236
Hexagon Capital Partners LLC 660.00%0.01%0.01%Q2 2022Q3 20236
IHT Wealth Management, LLC 660.00%0.01%0.01%Q4 2016Q1 20186
Sequoia Financial Advisors, LLC 420.01%0.01%0.01%Q1 2022Q3 20236
Power Corp of Canada 510.35%0.67%0.95%Q1 2022Q3 20236
Pendal Group Ltd 410.00%0.02%0.04%Q4 2020Q4 20226
Chevy Chase Trust Holdings, LLC 510.00%0.00%0.00%Q3 2017Q4 20196
OSSIAM 510.02%0.04%0.04%Q3 2019Q3 20236
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
NWAM LLC 660.31%0.44%0.50%Q1 2013Q2 20146
MUFG Securities EMEA plc 310.15%0.85%2.31%Q1 2019Q2 20236
Confluence Wealth Services, Inc. 660.05%0.07%0.13%Q2 2022Q3 20236
Cipher Capital LP 210.03%0.14%0.30%Q3 2015Q3 20226
Verition Fund Management LLC 210.00%0.20%1.11%Q3 2016Q3 20226
Joel Isaacson & Co., LLC 660.00%0.00%0.00%Q2 2015Q3 20166
Freedman Financial Associates, Inc. 660.03%0.03%0.04%Q4 2020Q1 20226
GRAYHAWK INVESTMENT STRATEGIES INC. 660.08%0.11%0.14%Q2 2022Q3 20236
ROSENBLUM SILVERMAN SUTTON S F INC /CA 660.11%0.17%0.41%Q3 2017Q4 20186
BNP PARIBAS FINANCIAL MARKETS 310.00%0.00%0.01%Q1 2014Q4 20226
Bell Investment Advisors, Inc 660.00%0.00%0.00%Q2 2022Q3 20236
UNITED SERVICES AUTOMOBILE ASSOCIATION 660.02%0.03%0.03%Q2 2022Q3 20236
FORA Capital, LLC 210.01%0.06%0.14%Q4 2019Q2 20226
SVB WEALTH LLC 660.01%0.01%0.01%Q2 2020Q3 20216
Versant Capital Management, Inc 660.00%0.00%0.00%Q1 2022Q2 20236
STATE STREET CORP 660.00%0.00%0.00%Q2 2022Q3 20236
Prime Capital Investment Advisors, LLC 510.00%0.01%0.02%Q4 2018Q3 20236
BlackRock Fund Advisors 660.00%0.00%0.00%Q2 2013Q3 20146
Nationwide Fund Advisors 660.00%0.01%0.01%Q2 2016Q3 20176
MEEDER ASSET MANAGEMENT INC 660.00%0.00%0.00%Q2 2021Q3 20226
CAPITAL FUND MANAGEMENT S.A. 210.00%0.01%0.02%Q2 2013Q3 20206
Laurel Wealth Planning LLC 660.01%0.01%0.01%Q3 2021Q4 20226
Financial Architects, Inc 660.00%0.00%0.01%Q4 2016Q1 20186
Csenge Advisory Group 510.03%0.04%0.05%Q3 2018Q1 20216
Quad-Cities Investment Group, LLC 660.05%0.06%0.06%Q2 2018Q3 20196
UNITED CAPITAL FINANCIAL ADVISORS, LLC 550.00%0.01%0.01%Q2 2015Q2 20165
Pinnacle Wealth Planning Services, Inc. 410.03%0.04%0.04%Q4 2020Q3 20235
Corient Capital Partners, LLC 550.02%0.02%0.02%Q1 2021Q1 20225
PRUDENTIAL FINANCIAL INC 410.00%0.00%0.01%Q3 2021Q3 20235
MASON STREET ADVISORS, LLC 550.02%0.02%0.02%Q4 2013Q4 20145
WILMINGTON TRUST CO 550.02%0.02%0.02%Q2 2013Q2 20145
Bayesian Capital Management, LP 210.02%0.07%0.18%Q4 2016Q1 20235
Savior LLC 550.00%0.03%0.04%Q4 2019Q4 20205
Hennion & Walsh Asset Management, Inc. 550.01%0.01%0.02%Q1 2021Q1 20225
Alexandria Capital, LLC 410.00%0.00%0.01%Q2 2013Q1 20155
Apollon Wealth Management, LLC 550.30%0.37%0.43%Q4 2018Q4 20195
GREENLEAF TRUST 550.00%0.00%0.01%Q4 2018Q4 20195
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 552.18%2.39%2.73%Q3 2017Q3 20185
BROWN BROTHERS HARRIMAN & CO 550.00%0.00%0.00%Q3 2013Q3 20145
Edgestream Partners, L.P. 320.02%0.06%0.13%Q4 2021Q1 20235
Global Financial Private Capital, Inc 550.05%0.07%0.08%Q3 2017Q3 20185
Timber Hill LLC 310.00%0.00%0.02%Q1 2014Q4 20175
BEACON INVESTMENT ADVISORY SERVICES, INC. 550.03%0.03%0.04%Q3 2017Q3 20185
Pegasus Partners Ltd. 550.21%0.40%0.62%Q4 2016Q4 20175
RONALD BLUE & CO LLC 550.01%0.01%0.01%Q2 2016Q2 20175
BARRETT & COMPANY, INC. 550.00%0.00%0.00%Q3 2022Q3 20235
BROWN ADVISORY INC 320.00%0.00%0.00%Q2 2013Q3 20235
National Pension Service 410.13%0.15%0.18%Q4 2016Q1 20205
PINNACLE FINANCIAL PARTNERS INC 550.07%0.08%0.09%Q3 2014Q3 20155
MUFG SECURITIES (CANADA), LTD. 550.65%1.01%1.93%Q4 2020Q4 20215
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 410.02%0.02%0.02%Q1 2020Q1 20235
Mariner, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Prospera Financial Services Inc 210.00%0.05%0.11%Q1 2014Q2 20225
Rehmann Capital Advisory Group 550.00%0.00%0.00%Q1 2018Q1 20195
BOSTON PRIVATE BANK & TRUST CO 410.00%0.00%0.00%Q2 2013Q1 20155
NorthCrest Asset Manangement, LLC 550.02%0.02%0.03%Q3 2022Q3 20235
Meridian Wealth Partners, LLC 410.01%0.01%0.02%Q4 2019Q1 20215
HAZLETT, BURT & WATSON, INC. 550.02%0.02%0.02%Q3 2022Q3 20235
Numeric Investors LLC 320.00%0.01%0.01%Q3 2016Q4 20175
Gupta Wealth Management LLC 550.02%0.02%0.02%Q1 2015Q1 20165
SECURITY NATIONAL TRUST CO 550.00%0.00%0.00%Q2 2017Q2 20185
Total Clarity Wealth Management, Inc. 210.01%0.01%0.02%Q4 2019Q2 20225
HARBOR INVESTMENT ADVISORY, LLC 550.00%0.00%0.00%Q4 2019Q4 20205
STEVENS CAPITAL MANAGEMENT LP 210.01%0.02%0.03%Q4 2014Q1 20175
BELLEVUE ASSET MANAGEMENT, LLC 550.00%0.00%0.00%Q1 2020Q1 20215
Acrospire Investment Management LLC 550.03%0.04%0.06%Q1 2016Q1 20175
ADVISOR PARTNERS II, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Independent Portfolio Consultants, Inc. 310.00%0.17%0.23%Q2 2013Q1 20154
IEQ CAPITAL, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
TRUIST FINANCIAL CORP 440.00%0.00%0.00%Q4 2022Q3 20234
Tyler-Stone Wealth Management 220.24%0.26%0.28%Q3 2022Q3 20234
PhiloSmith Capital Corp 440.01%0.01%0.01%Q3 2021Q2 20224
Quantinno Capital Management LP 440.03%0.04%0.07%Q4 2022Q3 20234
Ameritas Investment Company, LLC 310.00%0.01%0.02%Q3 2019Q1 20214
Arlington Capital Management, Inc. 220.98%1.15%1.48%Q3 2016Q3 20174
ARCADIA INVESTMENT MANAGEMENT CORP/MI 440.00%0.00%0.00%Q2 2019Q1 20204
CVA Family Office, LLC 440.05%0.05%0.06%Q4 2022Q3 20234
Tetrem Capital Management Ltd. 440.33%0.59%0.81%Q4 2014Q3 20154
Addison Advisors LLC 440.01%0.01%0.02%Q4 2021Q3 20224
MQS Management LLC 310.26%0.36%0.49%Q1 2022Q3 20234
Stratos Wealth Partners, LTD. 210.00%0.01%0.02%Q3 2016Q3 20184
Realta Investment Advisors 440.00%0.00%0.00%Q1 2019Q4 20194
Phoenix Wealth Advisors 440.01%0.02%0.02%Q4 2020Q3 20214
FRED ALGER MANAGEMENT, LLC 440.00%0.00%0.00%Q4 2016Q3 20174
Burt Wealth Advisors 440.00%0.00%0.01%Q2 2017Q1 20184
JONES FINANCIAL COMPANIES LLLP 440.00%0.00%0.00%Q2 2021Q1 20224
ACUITY INVESTMENT MANAGEMENT INC 440.09%0.47%0.77%Q2 2014Q1 20154
INTRUST BANK NA 440.03%0.03%0.03%Q4 2022Q3 20234
FAYEZ SAROFIM & CO 440.00%0.00%0.00%Q2 2021Q1 20224
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 310.03%0.03%0.04%Q1 2015Q2 20164
Signature Wealth Management Group 440.03%0.03%0.03%Q4 2017Q3 20184
Orion Portfolio Solutions, LLC 310.00%0.01%0.01%Q4 2019Q3 20234
AIGEN INVESTMENT MANAGEMENT, LP 440.02%0.22%0.47%Q4 2021Q3 20224
ASSOCIATED BANC-CORP 440.00%0.00%0.00%Q1 2020Q4 20204
DFPG INVESTMENTS, LLC 440.02%0.03%0.04%Q4 2022Q3 20234
NewEdge Wealth, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Y-Intercept (Hong Kong) Ltd 210.05%0.19%0.33%Q1 2021Q3 20224
CHEMICAL BANK 440.03%0.03%0.04%Q1 2016Q4 20164
AGF MANAGEMENT LTD 440.28%0.34%0.42%Q4 2022Q3 20234
PUTNAM INVESTMENTS LLC 440.01%0.01%0.01%Q2 2013Q1 20144
ROYAL LONDON ASSET MANAGEMENT LTD 440.00%0.00%0.00%Q4 2022Q3 20234
Unigestion Holding SA 440.38%0.40%0.44%Q2 2022Q1 20234
NewEdge Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
LBP AM SA 440.08%0.10%0.14%Q4 2022Q3 20234
Lester Murray Antman dba SimplyRich 440.08%0.09%0.11%Q4 2022Q3 20234
ELEMENT CAPITAL MANAGEMENT LLC 440.01%0.03%0.04%Q2 2018Q1 20194
One Wealth Advisors, LLC 440.05%0.06%0.06%Q4 2017Q3 20184
Penserra Capital Management LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Schubert & Co 440.00%0.00%0.00%Q2 2022Q1 20234
Stonebridge Capital Advisors LLC 440.00%0.00%0.00%Q4 2022Q3 20234
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 310.02%0.02%0.02%Q2 2016Q2 20174
Baader Bank Aktiengesellschaft 440.05%0.07%0.09%Q4 2021Q3 20224
Ethic Inc. 440.05%0.09%0.11%Q3 2020Q2 20214
Park Place Capital Corp 440.01%0.01%0.01%Q4 2022Q3 20234
Capital Research Global Investors 440.10%0.10%0.10%Q2 2013Q1 20144
CAAS CAPITAL MANAGEMENT LP 220.21%0.21%0.21%Q1 2021Q2 20214
NORTH AMERICAN MANAGEMENT CORP 440.03%0.04%0.06%Q4 2017Q3 20184
Campbell & CO Investment Adviser LLC 210.07%0.30%0.48%Q4 2019Q3 20224
HBK INVESTMENTS L P 310.01%0.01%0.01%Q4 2013Q1 20194
TCI Wealth Advisors, Inc. 220.00%0.01%0.02%Q4 2012Q1 20164
SYMPHONY ASSET MANAGEMENT LLC 330.06%0.08%0.10%Q2 2015Q4 20153
AustralianSuper Pty Ltd 210.01%0.09%0.15%Q3 2021Q2 20233
Cadence Bank 330.03%0.03%0.04%Q3 2021Q1 20223
FLAGSHIP HARBOR ADVISORS, LLC 210.00%0.00%0.00%Q4 2018Q3 20193
Kore Private Wealth LLC 330.00%0.00%0.01%Q4 2019Q2 20203
Harvest Portfolios Group Inc. 330.12%0.12%0.13%Q1 2023Q3 20233
Corient Private Wealth LLC 330.00%0.00%0.00%Q1 2023Q3 20233
HHM Wealth Advisors, LLC 210.00%0.00%0.01%Q4 2022Q3 20233
Algebris Investments (UK) LLP 210.28%0.76%1.12%Q2 2013Q2 20153
Arkadios Wealth Advisors 330.00%0.00%0.00%Q1 2021Q3 20213
Summit Trail Advisors, LLC 210.00%0.01%0.01%Q4 2017Q3 20233
Verdence Capital Advisors LLC 330.06%0.06%0.06%Q1 2023Q3 20233
SAC Capital Advisors LP 330.00%0.00%0.00%Q3 2013Q1 20143
Optiver Holding B.V. 110.00%0.00%0.00%Q4 2021Q3 20233
FINANCIAL MANAGEMENT NETWORK INC 330.19%0.20%0.21%Q2 2021Q4 20213
Convergence Investment Partners, LLC 210.00%0.04%0.06%Q2 2013Q1 20183
Procyon Advisors, LLC 330.03%0.04%0.04%Q4 2019Q2 20203
TFO Wealth Partners, LLC 330.00%0.01%0.01%Q4 2019Q2 20203
First Command Bank 330.01%0.01%0.02%Q4 2016Q2 20173
FourThought Financial, LLC 330.00%0.00%0.00%Q4 2020Q2 20213
Jane Street Holding, LLC 330.02%0.03%0.05%Q2 2013Q4 20133
Executive Wealth Management, LLC 330.01%0.01%0.02%Q4 2018Q2 20193
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Carmel Capital Partners, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
MITCHELL MCLEOD PUGH & WILLIAMS INC 210.06%0.07%0.07%Q4 2021Q2 20233
MOODY ALDRICH PARTNERS LLC 330.11%0.12%0.13%Q3 2020Q1 20213
HighVista Strategies LLC 210.14%0.30%0.49%Q3 2015Q3 20163
Lake Point Wealth Management 330.02%0.02%0.02%Q4 2018Q2 20193
Farmers & Merchants Trust Co of Chambersburg PA 330.59%1.14%1.48%Q4 2016Q2 20173
FIRST HAWAIIAN BANK 330.00%0.00%0.00%Q3 2018Q1 20193
Horizon Investments, LLC 330.06%0.71%1.98%Q4 2020Q2 20213
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD 331.84%1.93%2.00%Q2 2013Q4 20133
Bridgefront Capital, LLC 210.12%0.22%0.30%Q2 2022Q2 20233
Sonora Investment Management, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Financial Gravity Asset Management, Inc. 330.00%0.00%0.01%Q1 2023Q3 20233
TRUE Private Wealth Advisors 110.01%0.01%0.02%Q3 2018Q4 20193
Evercore Wealth Management, LLC 210.00%0.00%0.00%Q3 2013Q1 20173
CREATIVE FINANCIAL DESIGNS INC /ADV 330.02%0.03%0.03%Q1 2023Q3 20233
SEVEN EIGHT CAPITAL, LP 210.04%0.11%0.22%Q1 2018Q1 20223
RS INVESTMENT MANAGEMENT CO LLC 330.00%0.00%0.00%Q4 2015Q2 20163
BlueCrest Capital Management Ltd 210.01%0.02%0.03%Q2 2018Q1 20193
Utah Retirement Systems 330.05%0.05%0.05%Q1 2023Q3 20233
Maryland State Retirement & Pension System 330.02%0.07%0.10%Q1 2023Q3 20233
HL FINANCIAL SERVICES LLC 330.01%0.01%0.02%Q4 2013Q2 20143
Schechter Investment Advisors, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Hudock, Inc. 330.01%0.04%0.05%Q4 2013Q2 20143
Buck Wealth Strategies, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Lee Financial Co 330.05%0.05%0.05%Q1 2023Q3 20233
ST GERMAIN D J CO INC 330.00%0.01%0.02%Q2 2023Q4 20233
Beacon Pointe Advisors, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
Savant Capital, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Goodwin Investment Advisory 330.00%0.00%0.00%Q2 2022Q4 20223
Bartlett & Co. LLC 330.00%0.00%0.00%Q4 2020Q2 20213
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q3 20233
Canoe Financial LP 330.38%0.59%0.77%Q1 2023Q3 20233
Arbor Wealth Management, LLC 330.02%0.02%0.03%Q4 2018Q2 20193
Athanor Capital, LP 330.07%0.08%0.09%Q3 2020Q1 20213
Strategic Global Advisors, LLC 330.25%0.28%0.30%Q4 2020Q2 20213
C M BIDWELL & ASSOCIATES LTD 210.04%0.31%0.85%Q2 2014Q2 20163
COWA, LLC 210.03%0.03%0.04%Q4 2020Q3 20223
First Command Financial Services, Inc. 330.01%0.01%0.02%Q4 2016Q2 20173
OSTRUM ASSET MANAGEMENT 330.21%0.22%0.23%Q1 2023Q3 20233
CCM INVESTMENT ADVISERS LLC 330.27%0.45%0.65%Q2 2013Q4 20133
NewSquare Capital LLC 330.00%0.00%0.00%Q4 2020Q2 20213
AMERICAFIRST CAPITAL MANAGEMENT, LLC 330.07%0.09%0.12%Q2 2016Q4 20163
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.01%0.01%0.01%Q4 2020Q1 20233
MAVERICK CAPITAL LTD 330.00%0.00%0.01%Q3 2020Q1 20213
Homrich & Berg 330.14%0.15%0.16%Q3 2017Q1 20183
First City Capital Management, Inc. 330.02%0.02%0.02%Q1 2014Q3 20143
EverSource Wealth Advisors, LLC 330.00%0.02%0.04%Q1 2023Q3 20233
Cinctive Capital Management LP 210.18%0.44%0.76%Q2 2020Q1 20213
MGO ONE SEVEN LLC 210.00%0.01%0.02%Q4 2017Q4 20183
Cetera Advisors LLC 210.01%0.01%0.01%Q1 2021Q4 20213
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Well Done, LLC 110.02%0.02%0.02%Q1 2018Q4 20182
ELM ADVISORS, LLC 110.00%0.00%0.00%Q3 2018Q4 20202
Empowered Funds, LLC 220.05%0.05%0.05%Q4 2022Q1 20232
Squarepoint Ops LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Dixon Hughes Goodman Wealth Advisors LLC 220.02%0.02%0.02%Q4 2021Q1 20222
MCKINLEY CAPITAL MANAGEMENT LLC 110.01%0.27%0.54%Q3 2016Q1 20172
DAVIS-REA LTD. 220.12%0.13%0.14%Q2 2018Q3 20182
SII INVESTMENTS INC/WI 220.03%0.05%0.06%Q3 2017Q4 20172
XTX Topco Ltd 220.09%0.12%0.16%Q2 2022Q3 20222
State of Wyoming 110.01%0.03%0.05%Q1 2023Q3 20232
LAZARD ASSET MANAGEMENT LLC 220.00%0.00%0.00%Q1 2022Q2 20222
FinTrust Capital Advisors, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
XPONANCE, INC. 220.01%0.01%0.01%Q3 2020Q4 20202
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q2 2019Q4 20212
F&C Asset Management plc 220.00%0.00%0.00%Q4 2013Q1 20142
Symmetry Partners, LLC 110.05%0.06%0.06%Q3 2019Q1 20202
Fortitude Advisory Group L.L.C. 220.01%0.01%0.01%Q4 2021Q1 20222
Ferris Capital, LLC 110.02%0.03%0.03%Q2 2017Q1 20182
UniSuper Management Pty Ltd 220.00%0.00%0.00%Q2 2023Q3 20232
Petrus Trust Company, LTA 220.03%0.04%0.05%Q2 2022Q3 20222
TD Capital Management LLC 220.00%0.00%0.00%Q2 2013Q3 20132
RMB Capital Management, LLC 110.02%0.02%0.02%Q2 2013Q4 20132
Sandy Cove Advisors, LLC 220.10%0.10%0.10%Q4 2021Q1 20222
Grant Street Asset Management, Inc. 220.01%0.01%0.01%Q4 2020Q1 20212
Scoria Capital Partners LP 111.71%2.19%2.67%Q2 2015Q2 20152
Quadrature Capital LLP 220.35%0.43%0.51%Q1 2015Q2 20152
Ridgewood Investments LLC 220.02%0.02%0.02%Q1 2023Q2 20232
Alera Investment Advisors, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
SG Americas Securities, LLC 110.00%0.00%0.00%Q1 2022Q3 20222
NVWM, LLC 220.00%0.00%0.00%Q4 2017Q1 20182
Norway Savings Bank 220.01%0.01%0.01%Q4 2018Q1 20192
Disciplined Investments, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
ANALYTIC INVESTORS, LLC 110.02%0.03%0.05%Q4 2013Q4 20152
ICM ASSET MANAGEMENT INC/WA 220.55%0.55%0.55%Q1 2015Q2 20152
Carroll Financial Associates, Inc. 220.00%0.00%0.00%Q4 2015Q1 20162
HOWE & RUSLING INC 220.00%0.00%0.01%Q1 2018Q2 20182
Sound Income Strategies, LLC 220.01%0.01%0.01%Q2 2018Q3 20182
Blueshift Asset Management, LLC 220.05%0.11%0.16%Q4 2018Q1 20192
JUPITER ASSET MANAGEMENT LTD 110.01%0.05%0.08%Q4 2020Q2 20232
Ullmann Wealth Partners Group, LLC 220.02%0.02%0.03%Q1 2017Q2 20172
KEYBANK NATIONAL ASSOCIATION/OH 220.00%0.00%0.00%Q2 2023Q3 20232
Walleye Trading LLC 110.00%0.00%0.01%Q1 2015Q4 20192
OPSEU Pension Plan Trust Fund 220.08%0.09%0.09%Q2 2022Q3 20222
PDS Planning, Inc 220.03%0.03%0.03%Q2 2023Q3 20232
NumerixS Investment Technologies Inc 110.00%0.00%0.00%Q2 2016Q3 20172
First Affirmative Financial Network 220.22%0.23%0.24%Q3 2023Q4 20232
SWS Partners 220.01%0.01%0.01%Q4 2017Q1 20182
Invictus RG Pte. Ltd. 220.02%0.09%0.15%Q2 2013Q3 20132
Handelsbanken Fonder AB 220.01%0.02%0.02%Q4 2015Q1 20162
Polaris Wealth Advisory Group, LLC 110.00%0.00%0.00%Q1 2018Q3 20182
HIGHLAND CAPITAL MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2015Q3 20152
Brookstone Capital Management 220.00%0.00%0.00%Q2 2015Q3 20152
Squar Milner Financial Services LLC 220.00%0.00%0.01%Q4 2019Q1 20202
Checchi Capital Advisers, LLC 220.01%0.01%0.02%Q1 2016Q2 20162
Pearl River Capital, LLC 220.12%0.19%0.26%Q3 2022Q4 20222
WealthTrust Fairport, LLC 220.00%0.00%0.00%Q2 2013Q3 20132
STANCORP INVESTMENT ADVISERS INC 220.24%0.25%0.26%Q4 2014Q1 20152
WEDBUSH SECURITIES INC 110.02%0.03%0.03%Q4 2017Q3 20182
Quantitative Systematic Strategies LLC 110.09%0.17%0.25%Q1 2017Q1 20212
Natixis Investment Managers International 220.00%0.00%0.01%Q1 2022Q2 20222
Inscription Capital, LLC 220.03%0.03%0.03%Q4 2018Q1 20192
Strategic Wealth Partners, Ltd. 220.01%0.01%0.01%Q4 2017Q1 20182
Avantax Planning Partners, Inc. 110.00%0.00%0.01%Q1 2018Q3 20182
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
Bellwether Investment Group, LLC 110.01%0.01%0.01%Q2 2016Q4 20162
Gyon Technologies Capital Management, LP 110.10%0.10%0.11%Q2 2022Q4 20222
WealthPLAN Partners, LLC 220.00%0.00%0.01%Q2 2016Q3 20162
Scotia Asset Management L.P. 221.53%1.58%1.64%Q2 2013Q3 20132
Sound View Wealth Advisors Group, LLC 110.04%0.05%0.06%Q4 2019Q3 20232
Emerald Acquisition Ltd. 220.04%0.05%0.06%Q2 2016Q3 20162
AM INVESTMENT STRATEGIES LLC 220.13%0.13%0.13%Q2 2023Q3 20232
Investment Management Corp of Ontario 110.13%0.13%0.13%Q4 2020Q4 20201
Laurion Capital Management LP 110.01%0.01%0.01%Q4 2019Q4 20191
COWEN INC. 110.02%0.02%0.02%Q3 2018Q3 20181
DIXON HUBARD FEINOUR & BROWN INC/VA 111.52%1.52%1.52%Q1 2017Q1 20171
WealthOne, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
JNBA Financial Advisors 110.00%0.00%0.00%Q3 2016Q3 20161
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 110.00%0.00%0.00%Q2 2021Q2 20211
SPRING CREEK CAPITAL LLC 110.03%0.03%0.03%Q2 2018Q2 20181
Centiva Capital, LP 110.01%0.01%0.01%Q2 2021Q2 20211
Consolidated Planning Corp 110.04%0.04%0.04%Q3 2021Q3 20211
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 110.04%0.04%0.04%Q3 2019Q3 20191
Crosspoint Capital Strategies, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Rossmore Private Capital 110.00%0.00%0.00%Q4 2017Q4 20171
SPROTT INC. 110.91%0.91%0.91%Q3 2013Q3 20131
REGENTATLANTIC CAPITAL LLC 110.00%0.00%0.00%Q4 2014Q4 20141
ROPES WEALTH ADVISORS LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Meridian Wealth Management, LLC 110.07%0.07%0.07%Q2 2019Q2 20191
MANAGED ACCOUNT ADVISORS LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Syverson Strege & Co 110.00%0.00%0.00%Q1 2023Q1 20231
Madden Advisory Services, Inc. 110.01%0.01%0.01%Q2 2013Q2 20131
Versor Investments LP 110.07%0.07%0.07%Q2 2018Q2 20181
HABER TRILIX ADVISORS, LP 114.56%4.56%4.56%Q2 2013Q2 20131
V-Square Quantitative Management LLC 110.01%0.01%0.01%Q2 2023Q2 20231
VSR Financial Services, Inc. 110.03%0.03%0.03%Q3 2014Q3 20141
SYON CAPITAL LLC 110.03%0.03%0.03%Q3 2023Q3 20231
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Nordwand Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Founders Financial Alliance, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Pictet Asset Management Holding SA 110.02%0.02%0.02%Q3 2023Q3 20231
AEGON ASSET MANAGEMENT UK PLC 110.03%0.03%0.03%Q1 2020Q1 20201
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
British Airways Pensions Investment Management Ltd 110.17%0.17%0.17%Q4 2014Q4 20141
EAGLE ASSET MANAGEMENT INC 110.02%0.02%0.02%Q4 2020Q4 20201
Enlightenment Research, LLC 110.04%0.04%0.04%Q4 2018Q4 20181
Steward Financial Group LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Perigon Wealth Management, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
SpiderRock Advisors, LLC 110.01%0.01%0.01%Q1 2017Q1 20171
First Personal Financial Services 110.00%0.00%0.00%Q3 2023Q3 20231
Tibra Equities Europe Ltd 110.22%0.22%0.22%Q4 2019Q4 20191
Delpha Capital Management, LLC 110.02%0.02%0.02%Q4 2017Q4 20171
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 110.03%0.03%0.03%Q2 2013Q2 20131
MBB PUBLIC MARKETS I LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Chessman Wealth Strategies RIA 110.01%0.01%0.01%Q3 2018Q3 20181
Paragon Wealth Strategies, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Gryphon Financial Partners LLC 110.03%0.03%0.03%Q4 2017Q4 20171
SRS Capital Advisors, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
EverPoint Asset Management, LLC 110.26%0.26%0.26%Q1 2015Q1 20151
Vident Advisory, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
SIMON QUICK ADVISORS, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Buffington Mohr McNeal 110.02%0.02%0.02%Q1 2019Q1 20191
Summit Wealth Group, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
S.A. Mason LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Ballast, Inc. 110.08%0.08%0.08%Q2 2023Q2 20231
Kula Investments, LLC 110.05%0.05%0.05%Q1 2023Q1 20231
Safeguard Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.03%0.03%0.03%Q4 2017Q4 20171
Desjardins Global Asset Management Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Teza Capital Management LLC 110.18%0.18%0.18%Q1 2017Q1 20171
Virtu Financial LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Ameritas Advisory Services, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
TCW GROUP INC 110.01%0.01%0.01%Q1 2019Q1 20191
CHECK CAPITAL MANAGEMENT INC/CA 110.04%0.04%0.04%Q4 2012Q4 20121
Weil Company, Inc. 110.03%0.03%0.03%Q3 2019Q3 20191
Oder Investment Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
CITIZENS FINANCIAL GROUP INC/RI 110.01%0.01%0.01%Q4 2015Q4 20151
FRANKLIN STREET ADVISORS INC /NC 110.07%0.07%0.07%Q1 2017Q1 20171
American Research & Management Co. 110.01%0.01%0.01%Q3 2015Q3 20151
Walleye Capital LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Richard W. Paul & Associates, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Farther Finance Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Man Investments Ltd 110.03%0.03%0.03%Q2 2014Q2 20141
qPULA Trading Management LP 110.68%0.68%0.68%Q4 2021Q4 20211
OLD MISSION CAPITAL LLC 110.02%0.02%0.02%Q1 2017Q1 20171
Intrua Financial, LLC 110.15%0.15%0.15%Q2 2020Q2 20201
CHILDRESS CAPITAL ADVISORS, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
WEALTHFRONT Corp 110.00%0.00%0.00%Q3 2014Q3 20141
Bremer Bank National Association 110.01%0.01%0.01%Q1 2019Q1 20191
CenterBook Partners LP 110.04%0.04%0.04%Q3 2023Q3 20231
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
DRAVO BAY LLC 110.01%0.01%0.01%Q1 2022Q1 20221
QCM Cayman, Ltd. 110.06%0.06%0.06%Q1 2014Q1 20141
CSat Investment Advisory, L.P. 110.11%0.11%0.11%Q2 2019Q2 20191
Gideon Capital Advisors, Inc. 110.11%0.11%0.11%Q2 2018Q2 20181
Yorktown Management & Research Co Inc 110.04%0.04%0.04%Q4 2015Q4 20151
Delta Lloyd Asset Management N.V. 110.06%0.06%0.06%Q2 2017Q2 20171
HEADINVEST, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Legacy Financial Group LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Oxler Private Wealth LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Bogart Wealth, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Edge Wealth Management LLC 110.01%0.01%0.01%Q2 2014Q2 20141
Amplius Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Kavar Capital Partners, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2019Q4 20191
CIBC WORLD MARKETS CORP 110.02%0.02%0.02%Q3 2021Q3 20211
WealthShield Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Safeguard Investment Advisory Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
RESOURCES MANAGEMENT CORP /CT/ /ADV 110.00%0.00%0.00%Q1 2021Q1 20211
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Nachman Norwood & Parrott, Inc 110.01%0.01%0.01%Q3 2020Q3 20201
Sargent Bickham Lagudis LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Jupiter Investment Management Ltd 110.05%0.05%0.05%Q2 2020Q2 20201
Engineers Gate Manager LP 110.01%0.01%0.01%Q3 2023Q3 20231
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.10%0.10%0.10%Q4 2022Q4 20221
Prestige Wealth Management Group LLC 110.00%0.00%0.00%Q4 2018Q4 20181
JEPPSON WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Franklin, Parlapiano, Turner & Welch, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
TOBIAS FINANCIAL ADVISORS, INC. 110.01%0.01%0.01%Q4 2019Q4 20191
Great Diamond Partners, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
VitalStone Financial, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BREMER TRUST NATIONAL ASSOCIATION 110.01%0.01%0.01%Q4 2018Q4 20181
Paragon Capital Management Ltd 110.00%0.00%0.00%Q4 2021Q4 20211
Karp Capital Management Corp 110.04%0.04%0.04%Q1 2017Q1 20171
Camarda Financial Advisors, LLC 110.01%0.01%0.01%Q2 2017Q2 20171
Regent Peak Wealth Advisors LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Rather & Kittrell, Inc. 110.09%0.09%0.09%Q4 2021Q4 20211
Capital Asset Advisory Services LLC 110.00%0.00%0.00%Q4 2020Q4 20201
EDMOND DE ROTHSCHILD HOLDING S.A. 110.00%0.00%0.00%Q3 2022Q3 20221
DUALITY ADVISERS, LP 110.11%0.11%0.11%Q1 2023Q1 20231
VIRGINIA RETIREMENT SYSTEM 110.00%0.00%0.00%Q1 2016Q1 20161
Mizuho Trust & Banking Co., Ltd. 110.03%0.03%0.03%Q4 2014Q4 20141
Guidant Wealth Advisors 110.01%0.01%0.01%Q3 2016Q3 20161
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.01%0.01%0.01%Q3 2018Q3 20181
CX Institutional 110.01%0.01%0.01%Q3 2020Q3 20201
FURE FINANCIAL CORP 110.00%0.00%0.00%Q1 2021Q1 20211
CFS, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
B. Riley Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2014Q4 20141
Cable Hill Partners, LLC 110.01%0.01%0.01%Q1 2015Q1 20151
Lebenthal Asset Management, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Brand Asset Management Group, Inc. 110.01%0.01%0.01%Q4 2018Q4 20181
DeDora Capital, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Claybrook Capital, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
MD Financial Management Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
Covenant Multifamily Offices, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Chicago Partners Investment Group LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Financial Advisors Network, Inc. 110.01%0.01%0.01%Q4 2016Q4 20161
Haverford Trust Co 110.01%0.01%0.01%Q4 2014Q4 20141
RAIFF PARTNERS INC 116.69%6.69%6.69%Q2 2017Q2 20171
DEFINED WEALTH MANAGEMENT, LLC 110.08%0.08%0.08%Q4 2020Q4 20201
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
One Capital Management, LLC 110.02%0.02%0.02%Q3 2014Q3 20141
Nexus Investment Management ULC 110.05%0.05%0.05%Q4 2013Q4 20131
Arden Trust Co 110.01%0.01%0.01%Q1 2020Q1 20201
Tuttle Capital Management, LLC 110.12%0.12%0.12%Q2 2018Q2 20181
Independent Advisor Alliance 110.03%0.03%0.03%Q3 2023Q3 20231
SeaCrest Wealth Management, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
NEXT Financial Holdings 110.01%0.01%0.01%Q1 2019Q1 20191
Crewe Advisors LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Stokes Family Office, LLC 110.03%0.03%0.03%Q1 2021Q1 20211
HRT FINANCIAL LP 110.01%0.01%0.01%Q2 2023Q2 20231
SEEYOND 110.30%0.30%0.30%Q4 2022Q4 20221
ExodusPoint Capital Management, LP 110.01%0.01%0.01%Q4 2019Q4 20191
Mitsubishi UFJ Securities Holdings Co., Ltd. 111.90%1.90%1.90%Q3 2020Q3 20201
WealthStone, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
FIRST HORIZON CORP 110.03%0.03%0.03%Q2 2013Q2 20131
Point72 Asset Management, L.P. 110.02%0.02%0.02%Q3 2023Q3 20231
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Worth Venture Partners, LLC 110.60%0.60%0.60%Q4 2016Q4 20161
Princeton Global Asset Management LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Hanson & Doremus Investment Management 110.00%0.00%0.00%Q1 2018Q1 20181
Simplicity Solutions, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
My Personal CFO, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
TCWP LLC 110.01%0.01%0.01%Q1 2022Q1 20221
HOERTKORN RICHARD CHARLES 110.08%0.08%0.08%Q2 2014Q2 20141
CHILTON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q2 2023Q2 20231
External links

This page lists all the filers that currently own SUN LIFE FINL INC or have owned SUN LIFE FINL INC in the past.