TELEFONICA S A shareholder history

Current and past TELEFONICA S A shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 2010.00%0.00%0.00%Q2 2013Q3 202397
BARCLAYS PLC 2230.00%0.00%0.01%Q2 2013Q3 202372
Citadel Advisors 2710.00%0.00%0.00%Q3 2013Q2 202368
GOLDMAN SACHS GROUP INC 4240.00%0.00%0.01%Q1 2012Q3 202348
BNP PARIBAS FINANCIAL MARKETS 42420.00%0.00%0.05%Q2 2013Q3 202344
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202344
HUNTINGTON NATIONAL BANK 2010.00%0.01%0.06%Q1 2009Q3 202343
Bank of New York Mellon Corp 4210.00%0.00%0.00%Q3 2012Q3 202343
MORGAN STANLEY 42420.00%0.01%0.04%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.01%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.00%0.00%0.01%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 42420.00%0.01%0.03%Q2 2013Q3 202342
GFS Advisors, LLC 42420.01%0.91%3.37%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.00%Q2 2013Q3 202342
AUXIER ASSET MANAGEMENT 42420.10%0.90%2.39%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.01%Q2 2013Q3 202342
GABELLI FUNDS LLC 42420.04%0.09%0.17%Q2 2013Q3 202342
Raymond James Financial Services Advisors, Inc. 42420.00%0.01%0.05%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.01%0.02%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
Laird Norton Wetherby Wealth Management, LLC 42420.02%0.08%0.21%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.00%0.00%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.01%0.01%Q2 2013Q3 202342
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.00%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.01%Q2 2013Q3 202342
CIBC WORLD MARKET INC. 42420.00%0.01%0.03%Q2 2013Q3 202342
LPL Financial LLC 26150.00%0.01%0.02%Q2 2013Q3 202341
BENJAMIN F. EDWARDS & COMPANY, INC. 41410.00%0.01%0.04%Q2 2013Q2 202341
ENVESTNET ASSET MANAGEMENT INC 21200.00%0.00%0.01%Q2 2013Q3 202341
AMERIPRISE FINANCIAL INC 28130.00%0.00%0.01%Q2 2013Q3 202341
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28130.00%0.00%0.01%Q2 2013Q3 202341
Checchi Capital Advisers, LLC 40400.00%0.04%0.17%Q4 2013Q3 202340
REGIONS FINANCIAL CORP 40400.00%0.00%0.01%Q2 2013Q1 202340
GLENMEDE TRUST CO NA 20200.00%0.00%0.01%Q2 2013Q3 202340
PEAK6 Group LLC 910.00%0.00%0.02%Q2 2013Q2 201840
COMERICA BANK 3910.00%0.02%0.04%Q2 2013Q2 202340
FMR LLC 3540.00%0.00%0.00%Q2 2013Q3 202339
Creative Planning 2640.00%0.00%0.00%Q2 2013Q3 202339
MCDANIEL TERRY & CO 39390.01%0.07%0.17%Q2 2013Q4 202239
1832 Asset Management L.P. 39390.00%0.00%0.00%Q1 2014Q3 202339
EATON VANCE MANAGEMENT 38380.00%0.00%0.00%Q2 2013Q3 202238
NATIXIS ADVISORS, L.P. 2530.00%0.02%0.06%Q2 2013Q3 202338
STIFEL FINANCIAL CORP 3260.00%0.00%0.01%Q1 2014Q3 202338
Tower Research Capital LLC (TRC) 2620.00%0.00%0.02%Q2 2013Q3 202338
Spot Trading L.L.C 1130.00%0.01%0.02%Q2 2013Q1 201738
FIRST TRUST ADVISORS LP 2130.00%0.01%0.11%Q2 2013Q3 202338
SIGNATUREFD, LLC 23140.00%0.01%0.02%Q2 2013Q3 202337
Invesco Ltd. 2910.00%0.00%0.00%Q2 2013Q3 202337
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.01%0.02%0.03%Q2 2013Q1 202236
M&T BANK CORP 3060.00%0.00%0.01%Q2 2013Q3 202336
Walleye Trading LLC 17170.00%0.00%0.02%Q2 2013Q2 201734
DEUTSCHE BANK AG\ 2710.00%0.00%0.01%Q3 2013Q1 202234
WHITTIER TRUST CO 20130.00%0.00%0.00%Q2 2013Q3 202233
GEODE CAPITAL MANAGEMENT, LLC 33330.00%0.00%0.00%Q4 2013Q4 202133
QUADRANT CAPITAL GROUP LLC 3210.00%0.03%0.08%Q2 2015Q3 202333
Pacer Advisors, Inc. 2010.00%0.10%0.44%Q4 2013Q1 202333
Hanson & Doremus Investment Management 33330.00%0.08%0.18%Q2 2013Q2 202133
FIFTH THIRD BANCORP 2110.00%0.00%0.00%Q2 2013Q3 202333
ENTERPRISE FINANCIAL SERVICES CORP 33330.00%0.01%0.02%Q2 2013Q2 202133
STONEBRIDGE CAPITAL MANAGEMENT INC 2850.02%0.20%0.71%Q2 2013Q2 202233
ADVISORS MANAGEMENT GROUP INC /ADV 32320.07%0.28%0.63%Q4 2015Q3 202332
FRANKLIN RESOURCES INC 19130.00%0.05%0.11%Q2 2013Q3 202332
HighTower Advisors, LLC 2210.00%0.02%0.11%Q2 2013Q3 202332
Gradient Investments LLC 2310.00%0.00%0.01%Q3 2013Q2 202332
ASSETMARK, INC 32320.00%0.01%0.05%Q4 2015Q3 202332
JANE STREET GROUP, LLC 1010.00%0.03%0.13%Q1 2014Q3 202332
MILLENNIUM MANAGEMENT LLC 720.00%0.00%0.01%Q2 2013Q3 202332
American Trust Investment Advisors, LLC 2840.08%0.15%0.22%Q4 2014Q3 202332
IFP Advisors, Inc 17140.00%0.00%0.00%Q4 2015Q3 202331
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1610.00%0.09%0.75%Q1 2014Q3 202331
KEYBANK NATIONAL ASSOCIATION/OH 31310.00%0.00%0.01%Q4 2012Q2 202031
Cutler Group LLC / CA 1110.00%0.01%0.07%Q4 2015Q1 202131
Aperio Group, LLC 31310.03%0.07%0.18%Q2 2013Q4 202031
Advisors Asset Management, Inc. 1930.00%0.01%0.03%Q2 2013Q3 202131
BlackRock Inc. 1310.00%0.00%0.01%Q2 2013Q3 202330
MACQUARIE GROUP LTD 30300.00%0.13%0.29%Q2 2013Q3 202030
Geneos Wealth Management Inc. 2820.00%0.00%0.00%Q1 2016Q3 202330
Cambridge Investment Research Advisors, Inc. 2910.00%0.00%0.01%Q3 2013Q3 202330
Asset Dedication, LLC 2640.00%0.00%0.01%Q4 2015Q2 202330
LS Investment Advisors, LLC 29290.00%0.00%0.01%Q2 2013Q2 202029
LETKO, BROSSEAU & ASSOCIATES INC 29290.00%0.00%0.00%Q2 2013Q2 202029
Ballentine Partners, LLC 1540.00%0.01%0.03%Q4 2015Q3 202329
Point View Wealth Management, Inc. 29290.09%0.46%0.76%Q4 2013Q4 202029
Winslow, Evans & Crocker, Inc. 2710.00%0.00%0.01%Q4 2013Q4 202028
ADVISOR PARTNERS LLC 17110.01%0.06%0.18%Q2 2013Q2 202228
American Assets Investment Management, LLC 28280.05%0.16%0.48%Q2 2013Q1 202028
Greytown Advisors Inc. 28280.10%0.44%0.73%Q4 2016Q3 202328
Cubist Systematic Strategies, LLC 710.00%0.01%0.05%Q2 2014Q2 202328
World Asset Management Inc 28280.02%0.09%0.16%Q2 2013Q1 202028
PRICE T ROWE ASSOCIATES INC /MD/ 28280.00%0.00%0.00%Q2 2013Q1 202028
FIDUCIARY TRUST CO 28280.00%0.00%0.01%Q1 2016Q4 202228
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.01%Q2 2013Q4 201927
Pacific Center for Financial Services 2430.00%0.01%0.02%Q4 2016Q3 202327
Glassman Wealth Services 1410.00%0.00%0.01%Q4 2014Q3 202327
Tradewinds Capital Management, LLC 27270.00%0.00%0.01%Q4 2013Q2 202027
Parallel Advisors, LLC 2160.00%0.00%0.01%Q4 2016Q3 202327
SG Americas Securities, LLC 1220.00%0.02%0.07%Q2 2013Q4 202127
WOLVERINE TRADING, LLC 410.00%0.00%0.00%Q2 2016Q4 202227
BigSur Wealth Management LLC 26260.03%0.17%0.74%Q4 2016Q1 202326
Hexavest Inc. 26260.00%0.00%0.00%Q2 2013Q3 201926
Crossmark Global Holdings, Inc. 2510.03%0.06%0.12%Q3 2016Q3 202326
REILLY FINANCIAL ADVISORS, LLC 26260.00%0.00%0.01%Q2 2013Q3 201926
GREENLEAF TRUST 2060.00%0.00%0.01%Q1 2017Q3 202326
ClearBridge Investments 2150.00%0.00%0.01%Q2 2013Q4 201926
Compagnie Lombard Odier SCmA 2060.00%0.00%0.00%Q4 2013Q3 202026
STATE STREET CORP 1210.00%0.00%0.00%Q2 2015Q3 202325
SOL Capital Management CO 25250.03%0.23%0.43%Q2 2013Q2 201925
GROUP ONE TRADING, L.P. 1010.00%0.00%0.04%Q2 2013Q3 202325
Bartlett & Co. LLC 2410.00%0.01%0.01%Q2 2013Q3 201925
NOMURA HOLDINGS INC 980.00%0.03%0.23%Q4 2012Q3 201924
SIMPLEX TRADING, LLC 1010.00%0.00%0.01%Q2 2015Q3 202324
Mondrian Investment Partners LTD 24240.40%0.75%1.29%Q2 2013Q1 201924
Steward Partners Investment Advisory, LLC 1820.00%0.00%0.00%Q4 2016Q3 202324
Sonora Investment Management, LLC 24240.00%0.00%0.01%Q3 2015Q2 202124
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
Investors Research Corp 24240.10%0.26%0.56%Q4 2017Q3 202324
RHUMBLINE ADVISERS 1320.00%0.00%0.00%Q2 2013Q3 202323
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 920.00%0.04%0.16%Q1 2017Q3 202323
MANUFACTURERS LIFE INSURANCE COMPANY, THE 23230.00%0.00%0.00%Q2 2013Q4 201823
MUFG Americas Holdings Corp 23230.00%0.00%0.01%Q4 2010Q2 201623
Morningstar Investment Services LLC 23230.00%0.00%0.01%Q1 2018Q3 202323
Bollard Group LLC 2210.00%0.04%0.16%Q1 2014Q2 202323
SCOTIA CAPITAL INC. 12100.00%0.01%0.04%Q2 2013Q2 202322
SEI INVESTMENTS CO 1510.00%0.00%0.01%Q4 2014Q4 202122
Private Ocean, LLC 22220.00%0.01%0.06%Q1 2018Q2 202322
Kistler-Tiffany Companies, LLC 2110.00%0.04%0.08%Q2 2013Q2 202322
Cubic Asset Management, LLC 22220.04%0.23%0.52%Q2 2013Q3 201822
ATLAS CAPITAL ADVISORS LLC 12100.00%0.05%0.34%Q1 2018Q3 202322
EAGLE ASSET MANAGEMENT INC 1930.00%0.00%0.00%Q2 2017Q3 202322
USCA RIA LLC 22220.01%0.06%0.13%Q2 2013Q3 201822
PROFUND ADVISORS LLC 22220.02%0.06%0.11%Q2 2013Q3 201822
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Advisory Services Network, LLC 1310.00%0.02%0.08%Q4 2013Q1 202321
BESSEMER GROUP INC 910.00%0.00%0.00%Q2 2013Q2 202321
SYNOVUS FINANCIAL CORP 1010.00%0.00%0.01%Q2 2013Q2 202021
GAMCO INVESTORS, INC. ET AL 21210.00%0.00%0.00%Q2 2013Q2 201821
CARRET ASSET MANAGEMENT, LLC 21210.03%0.06%0.09%Q2 2013Q2 201821
Parallax Volatility Advisers, L.P. 910.00%0.00%0.00%Q2 2013Q2 201921
Janney Montgomery Scott LLC 1420.00%0.02%0.06%Q3 2013Q4 202021
WASHINGTON TRUST BANK 21210.00%0.01%0.01%Q1 2014Q1 201921
TRUST CO OF VERMONT 20200.00%0.00%0.01%Q3 2016Q2 202120
Lindbrook Capital, LLC 20200.00%0.03%0.06%Q4 2018Q3 202320
EDMOND DE ROTHSCHILD HOLDING S.A. 20200.00%0.00%0.00%Q2 2016Q1 202120
OLD MISSION CAPITAL LLC 610.00%0.42%2.28%Q4 2014Q3 202320
Freedom Investment Management, Inc. 1910.01%0.05%0.12%Q1 2013Q1 202120
AlphaMark Advisors, LLC 20200.00%0.01%0.02%Q4 2018Q3 202320
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 20200.00%0.00%0.01%Q2 2013Q1 201820
Private Advisor Group, LLC 1010.00%0.00%0.01%Q3 2015Q3 202320
Cornerstone Advisors, Inc. 910.00%0.00%0.03%Q2 2013Q3 202020
TWO SIGMA SECURITIES, LLC 910.00%0.02%0.12%Q2 2016Q4 202219
RIVERHEAD CAPITAL MANAGEMENT LLC 19190.00%0.02%0.04%Q1 2014Q3 201819
SHELTON CAPITAL MANAGEMENT 19190.02%0.03%0.06%Q2 2013Q4 201719
Global Retirement Partners, LLC 1270.00%0.00%0.01%Q4 2018Q3 202319
Zions Bancorporation, N.A. 19190.00%0.00%0.01%Q1 2019Q3 202319
Dorsey & Whitney Trust CO LLC 1410.01%0.01%0.02%Q1 2018Q3 202319
Private Capital Group, LLC 19190.00%0.00%0.03%Q4 2017Q2 202219
Prestige Wealth Management Group LLC 19190.00%0.00%0.00%Q4 2018Q2 202319
UBS AG 660.00%0.00%0.01%Q2 2013Q3 201418
Commonwealth Equity Services, Inc 18180.00%0.01%0.02%Q2 2013Q3 201718
AMERICAN CENTURY COMPANIES INC 1620.00%0.00%0.00%Q4 2013Q3 202318
MERCER GLOBAL ADVISORS INC /ADV 1350.00%0.01%0.03%Q1 2019Q3 202318
DAVENPORT & Co LLC 1620.00%0.00%0.01%Q2 2013Q4 201718
ACCURATE INVESTMENT SOLUTIONS, INC. 18180.03%0.06%0.08%Q4 2015Q1 202018
BLUESTEIN R H & CO LLC 18180.01%0.02%0.04%Q2 2013Q3 201718
People's United Financial, Inc. 1710.00%0.01%0.02%Q2 2013Q2 201818
White Pine Investment CO 18181.44%2.04%2.61%Q2 2013Q3 201718
HM PAYSON & CO 18180.00%0.00%0.00%Q2 2019Q3 202318
SVB WEALTH LLC 1520.00%0.00%0.02%Q4 2014Q3 202317
CAPSTONE ASSET MANAGEMENT CO 17170.08%0.15%0.31%Q2 2013Q2 201717
WFG Advisors, LP 17170.01%0.08%0.24%Q2 2013Q2 201717
American Portfolios Advisors 1250.00%0.00%0.00%Q4 2017Q3 202217
Bedel Financial Consulting, Inc. 17170.00%0.00%0.01%Q1 2018Q1 202217
Joel Isaacson & Co., LLC 17170.00%0.01%0.02%Q4 2012Q4 201617
Independent Portfolio Consultants, Inc. 17170.01%0.06%0.19%Q2 2013Q2 201717
SeaCrest Wealth Management, LLC 1160.01%0.05%0.10%Q4 2017Q3 202317
BENNICAS & ASSOCIATES, INC. 17170.09%0.14%0.20%Q2 2013Q2 201717
D.A. DAVIDSON & CO. 17170.00%0.00%0.00%Q2 2013Q2 201717
WHITTIER TRUST CO OF NEVADA INC 16160.00%0.00%0.00%Q4 2019Q3 202316
Ethic Inc. 16160.03%0.09%0.16%Q4 2019Q3 202316
Virtu KCG Holdings LLC 16160.01%0.06%0.30%Q3 2013Q2 201716
Cordant, Inc. 16160.00%0.00%0.00%Q4 2019Q3 202316
Cypress Capital Group 16160.03%0.05%0.06%Q2 2013Q1 201716
ZEVIN ASSET MANAGEMENT LLC 16160.02%0.04%0.07%Q4 2019Q3 202316
Cerity Partners LLC 880.00%0.02%0.06%Q1 2017Q3 202316
BUTENSKY & COHEN FINANCIAL SECURITY, INC 16160.73%1.12%1.45%Q4 2014Q3 201816
Rehmann Capital Advisory Group 1010.00%0.05%0.20%Q4 2008Q3 201916
RMB Capital Management, LLC 15150.01%0.12%0.18%Q2 2013Q4 201615
Proficio Capital Partners LLC 15150.00%0.01%0.04%Q4 2015Q2 201915
BlackRock Investment Management, LLC 15150.00%0.00%0.00%Q2 2013Q4 201615
Rockefeller Capital Management L.P. 1410.00%0.00%0.00%Q1 2019Q4 202215
CENTRAL TRUST Co 1010.00%0.00%0.00%Q2 2013Q3 201915
LOOMIS SAYLES & CO L P 15150.30%0.84%1.19%Q2 2013Q4 201615
CREDIT SUISSE AG/ 1010.00%0.00%0.00%Q1 2013Q3 202315
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
PATHSTONE FAMILY OFFICE, LLC 710.00%0.00%0.00%Q1 2016Q3 202315
SAGE RHINO CAPITAL LLC 15150.02%0.03%0.06%Q1 2020Q3 202315
OFI Advisors LLC 1140.02%0.03%0.09%Q3 2011Q3 201515
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
LAKE STREET ADVISORS GROUP, LLC 15150.01%0.01%0.02%Q1 2020Q3 202315
MSI Financial Services Inc 15150.00%0.00%0.01%Q2 2013Q4 201615
COMMERZBANK AKTIENGESELLSCHAFT /FI 710.00%0.01%0.01%Q2 2013Q3 201815
Vanguard Personalized Indexing Management, LLC 15150.01%0.03%0.06%Q1 2020Q3 202315
Timber Hill LLC 960.00%0.01%0.07%Q2 2013Q1 201815
Ellevest, Inc. 15150.00%0.01%0.04%Q1 2020Q3 202315
Loudon Investment Management, LLC 15150.14%2.43%4.76%Q4 2013Q2 201715
Caprock Group, LLC 14140.01%0.01%0.02%Q2 2020Q3 202314
Wealthspire Advisors, L.P. 14140.00%0.00%0.01%Q4 2015Q1 201914
RAYMOND JAMES TRUST N.A. 1310.00%0.01%0.02%Q2 2014Q1 202014
Veritable, L.P. 14140.00%0.01%0.01%Q3 2013Q4 201614
10-15 ASSOCIATES, INC. 14140.15%0.35%0.54%Q2 2013Q3 201614
Taylor Frigon Capital Management LLC 770.46%0.64%0.87%Q4 2014Q2 201914
Bellecapital International Ltd. 950.06%0.24%0.45%Q2 2016Q4 201914
AMERICAN NATIONAL INSURANCE CO 14140.03%0.04%0.05%Q2 2013Q3 201614
Cribstone Capital Management, LLC 14140.00%0.01%0.01%Q2 2016Q3 201914
MANNING & NAPIER ADVISORS LLC 14140.06%0.07%0.08%Q2 2013Q3 201614
PRIVATE TRUST CO NA 860.00%0.05%0.19%Q1 2013Q3 202314
DORCHESTER WEALTH MANAGEMENT Co 14140.01%0.01%0.02%Q2 2020Q3 202314
BDO Wealth Advisors, LLC 1210.00%0.00%0.00%Q2 2017Q4 202013
Manchester Capital Management LLC 1030.00%0.00%0.02%Q2 2014Q3 202313
Yorktown Management & Research Co Inc 13130.02%0.03%0.04%Q2 2013Q2 201613
Key FInancial Inc 1210.01%0.01%0.02%Q1 2020Q3 202313
Saturna Capital CORP 13130.04%0.06%0.09%Q2 2013Q2 201613
CAPTRUST FINANCIAL ADVISORS 13130.00%0.00%0.00%Q3 2020Q3 202313
First Horizon Advisors, Inc. 920.00%0.00%0.01%Q1 2012Q3 202313
Candriam S.C.A. 710.00%0.00%0.03%Q2 2018Q1 202213
NEXT Financial Group, Inc 1210.00%0.00%0.01%Q3 2014Q4 202013
Baird Financial Group, Inc. 13130.00%0.01%0.02%Q2 2015Q2 201813
WEDBUSH SECURITIES INC 13130.01%0.02%0.02%Q3 2016Q3 201913
Corient Capital Partners, LLC 13130.01%0.01%0.02%Q3 2019Q3 202213
STEVENS CAPITAL MANAGEMENT LP 310.01%0.01%0.03%Q2 2013Q4 201913
Clarius Group, LLC 810.01%0.01%0.02%Q3 2019Q3 202313
Burt Wealth Advisors 13130.00%0.01%0.01%Q4 2017Q4 202013
CHIRON CAPITAL MANAGEMENT, LLC 12120.05%0.24%0.34%Q3 2020Q2 202312
Cresset Asset Management, LLC 820.00%0.00%0.00%Q4 2018Q3 202312
LIBERTY WEALTH MANAGEMENT LLC 12120.00%0.00%0.01%Q4 2018Q3 202112
SUNTRUST BANKS INC 1020.00%0.00%0.00%Q2 2013Q2 201612
MITCHELL & PAHL PRIVATE WEALTH, LLC 12120.07%0.17%0.29%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
EXANE DERIVATIVES 610.00%0.00%0.02%Q2 2015Q3 201712
TWO SIGMA INVESTMENTS, LP 310.00%0.01%0.01%Q3 2014Q2 201912
VANGUARD GROUP INC 530.00%0.00%0.00%Q2 2013Q4 202012
Zions Bancorporation 1010.00%0.00%0.01%Q1 2015Q3 201812
KANALY TRUST CO 12120.00%0.00%0.01%Q1 2014Q4 201612
REGENTATLANTIC CAPITAL LLC 12120.01%0.02%0.02%Q2 2013Q1 201612
New Century Advisors, LLC 933.98%4.72%5.74%Q4 2013Q4 201612
EVERGREEN CAPITAL MANAGEMENT LLC 1110.00%0.00%0.01%Q4 2018Q3 202312
SECURITY NATIONAL TRUST CO 12120.00%0.00%0.00%Q2 2013Q1 201612
Virtu Financial LLC 310.00%0.03%0.15%Q2 2013Q1 202312
First Trust Direct Indexing L.P. 12120.10%0.15%0.23%Q4 2020Q3 202312
BROWN BROTHERS HARRIMAN & CO 510.00%0.00%0.00%Q1 2013Q3 202212
Allworth Financial LP 660.00%0.00%0.00%Q1 2019Q3 202312
PEAK6 Investments LLC 320.00%0.00%0.00%Q3 2018Q2 202211
Qtron Investments LLC 11110.03%0.11%0.20%Q1 2021Q3 202311
CREDIT AGRICOLE S A 11110.00%0.00%0.01%Q4 2019Q2 202211
EVOKE WEALTH, LLC 11110.00%0.00%0.00%Q1 2020Q3 202211
Dunvegan Associates, Inc. 11111.17%1.48%1.72%Q2 2013Q4 201511
GABELLI & Co INVESTMENT ADVISERS, INC. 11110.02%0.03%0.04%Q1 2021Q3 202311
OppenheimerFunds, Inc. 650.00%0.01%0.02%Q1 2013Q4 201611
Moors & Cabot, Inc. 920.00%0.01%0.03%Q1 2017Q3 202311
BEDDOW CAPITAL MANAGEMENT INC 11112.11%2.94%3.28%Q2 2013Q4 201511
DREMAN VALUE MANAGEMENT, L L C 1010.00%0.33%0.58%Q2 2013Q1 201611
A.R.T. Advisors, LLC 310.01%0.03%0.06%Q4 2013Q4 201911
Pinnacle Summer Investments, Inc. 11110.00%0.02%0.18%Q2 2013Q4 201511
Wealthcare Advisory Partners LLC 1010.00%0.00%0.00%Q4 2017Q1 202111
Dana Investment Advisors, Inc. 11110.02%0.04%0.06%Q2 2013Q4 201511
JNBA Financial Advisors 910.00%0.00%0.01%Q2 2013Q2 201911
PEAPACK GLADSTONE FINANCIAL CORP 11110.01%0.01%0.01%Q1 2021Q3 202311
Royal Fund Management, LLC 11110.00%0.00%0.00%Q4 2016Q2 201911
Hudson Portfolio Management LLC 11110.07%0.08%0.10%Q1 2021Q3 202311
Financial Management Professionals, Inc. 620.00%0.00%0.00%Q4 2014Q2 202311
TRILLIUM ASSET MANAGEMENT, LLC 11110.01%0.12%0.16%Q2 2013Q4 201511
BALYASNY ASSET MANAGEMENT L.P. 510.00%0.00%0.01%Q3 2018Q4 202211
Secrest Blakey & Associates, LLC 11110.09%0.14%0.24%Q1 2018Q3 202011
Stratos Wealth Advisors, LLC 910.00%0.01%0.02%Q2 2020Q3 202311
Banco Santander, S.A. 920.00%0.01%0.03%Q1 2018Q4 202011
DEERE & CO 1010.04%0.06%0.15%Q2 2013Q3 201611
Avalon Investment & Advisory 510.00%0.03%0.08%Q4 2013Q2 201710
Evercore Wealth Management, LLC 10100.00%0.01%0.01%Q2 2013Q3 201510
Brick & Kyle, Associates 10100.01%0.01%0.01%Q4 2014Q1 201710
OPPENHEIMER ASSET MANAGEMENT INC. 10100.00%0.03%0.05%Q1 2017Q2 201910
HIGH POINT BANK & TRUST CO 10100.13%0.19%0.22%Q2 2013Q3 201510
Regal Investment Advisors LLC 10100.00%0.00%0.01%Q2 2013Q3 201510
Altium Wealth Management LLC 10100.01%0.02%0.04%Q1 2020Q2 202210
FineMark National Bank & Trust 10100.00%0.03%0.07%Q2 2013Q3 201510
Concord Wealth Partners 640.00%0.00%0.01%Q1 2021Q3 202310
Renaissance Technologies 510.00%0.00%0.01%Q2 2013Q1 202010
BSW Wealth Partners 640.01%0.03%0.05%Q1 2021Q3 202310
Berman Capital Advisors, LLC 430.00%0.00%0.00%Q4 2018Q3 202110
CAPITAL GUARDIAN TRUST CO 910.00%0.00%0.00%Q1 2014Q1 201710
DELTA ASSET MANAGEMENT LLC/TN 10100.00%0.00%0.00%Q4 2014Q1 201710
Gitterman Wealth Management, LLC 10100.06%0.09%0.14%Q2 2021Q3 202310
Capital Bank & Trust Co 820.00%0.00%0.00%Q2 2017Q1 202010
Optas, LLC 910.02%0.03%0.06%Q3 2020Q3 202310
FOX RUN MANAGEMENT, L.L.C. 610.04%0.10%0.21%Q1 2016Q4 201810
CWM, LLC 810.00%0.00%0.00%Q4 2017Q3 202310
Laurel Wealth Advisors, Inc. 820.02%0.05%0.09%Q4 2015Q2 201810
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
RATIONAL ADVISORS LLC 420.02%0.17%0.80%Q1 2009Q3 201810
NumerixS Investment Technologies Inc 510.00%0.01%0.02%Q3 2015Q2 202010
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 640.00%0.11%0.30%Q2 2013Q1 201810
THOMPSON SIEGEL & WALMSLEY LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Lombard Odier & Cie (Canada), Limited Partnership 990.00%0.07%0.11%Q4 2013Q4 20159
Cannell & Co. 990.02%0.05%0.07%Q3 2013Q3 20159
JFS WEALTH ADVISORS, LLC 810.00%0.00%0.01%Q2 2014Q3 20239
Qube Research & Technologies Ltd 510.00%0.01%0.03%Q4 2019Q3 20239
Community Financial Services Group, LLC 720.01%0.01%0.02%Q2 2013Q3 20159
Parsec Financial Management, Inc. 990.01%0.12%0.51%Q2 2013Q2 20159
STEPHENS INC /AR/ 540.01%0.01%0.01%Q2 2013Q4 20159
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 990.00%0.01%0.05%Q3 2021Q3 20239
RITHOLTZ WEALTH MANAGEMENT 810.00%0.01%0.02%Q4 2020Q3 20239
BTC Capital Management, Inc. 990.05%0.08%0.10%Q3 2017Q3 20199
TWO SIGMA ADVISERS, LP 410.00%0.00%0.00%Q4 2016Q3 20209
Sather Financial Group Inc 990.69%1.26%1.78%Q2 2013Q2 20159
Waverly Advisors, LLC 990.00%0.00%0.00%Q3 2013Q3 20159
COLONY GROUP LLC 990.00%0.00%0.00%Q4 2013Q4 20159
Community Bank, N.A. 990.00%0.00%0.00%Q4 2014Q4 20169
Fieldpoint Private Securities, LLC 990.00%0.01%0.04%Q2 2020Q2 20229
Fiera Capital Corp 610.02%0.04%0.04%Q2 2013Q4 20169
MANAGED ACCOUNT ADVISORS LLC 990.02%0.02%0.02%Q2 2013Q2 20159
TRUIST FINANCIAL CORP 810.00%0.00%0.01%Q2 2013Q3 20239
Activest Wealth Management 630.00%0.00%0.01%Q1 2021Q3 20239
IHT Wealth Management, LLC 420.00%0.01%0.02%Q2 2017Q2 20219
HRT FINANCIAL LP 210.00%0.03%0.19%Q3 2017Q3 20239
Penserra Capital Management LLC 990.13%0.17%0.24%Q2 2021Q2 20239
Hennion & Walsh Asset Management, Inc. 880.01%0.02%0.03%Q4 2021Q3 20238
Keel Point, LLC 880.00%0.01%0.01%Q4 2020Q3 20228
Mariner, LLC 710.00%0.00%0.00%Q3 2021Q3 20238
Neuburgh Advisers LLC 880.01%0.01%0.01%Q4 2016Q3 20188
Ranch Capital Advisors Inc. 880.00%0.00%0.00%Q4 2019Q3 20218
Marshall Wace North America L.P. 310.00%0.02%0.08%Q3 2017Q1 20218
Dynamic Technology Lab Private Ltd 410.03%0.07%0.13%Q4 2015Q3 20188
MACROVIEW INVESTMENT MANAGEMENT LLC 880.00%0.00%0.00%Q2 2013Q1 20158
PVG ASSET MANAGEMENT CORP 710.74%1.15%1.82%Q3 2016Q3 20188
MASSMUTUAL TRUST CO FSB/ADV 410.00%0.00%0.00%Q1 2015Q3 20178
Pinnacle Wealth Planning Services, Inc. 880.01%0.01%0.02%Q4 2020Q3 20228
OPPENHEIMER & CO INC 880.01%0.01%0.02%Q2 2013Q1 20158
Forum Financial Management, LP 880.00%0.00%0.01%Q4 2021Q3 20238
Optiver Holding B.V. 530.00%0.00%0.00%Q3 2021Q3 20238
Balentine LLC 410.00%0.00%0.01%Q4 2017Q2 20228
Klingman & Associates, LLC 880.00%0.00%0.01%Q4 2014Q3 20168
YOUSIF CAPITAL MANAGEMENT, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Arete Wealth Advisors, LLC 310.00%0.01%0.02%Q3 2018Q3 20238
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 440.00%0.00%0.00%Q2 2019Q3 20238
UNITED CAPITAL FINANCIAL ADVISORS, LLC 510.00%0.00%0.00%Q2 2018Q4 20228
Glen Harbor Capital Management LLC 880.00%0.01%0.01%Q4 2016Q3 20188
Creegan & Nassoura Financial Group, LLC 880.18%0.23%0.28%Q4 2014Q3 20168
Firestone Capital Management 880.00%0.01%0.01%Q4 2019Q3 20218
Bell Investment Advisors, Inc 620.00%0.00%0.00%Q3 2021Q3 20238
Elkfork Partners LLC 880.01%0.01%0.01%Q4 2016Q3 20188
Sequoia Financial Advisors, LLC 880.00%0.01%0.05%Q4 2021Q3 20238
Lenox Wealth Management, Inc. 710.00%0.00%0.01%Q2 2018Q2 20208
VSR Financial Services, Inc. 880.02%0.03%0.04%Q2 2013Q1 20158
FLOW TRADERS U.S. LLC 880.00%0.00%0.00%Q1 2015Q4 20168
Winfield Associates, Inc. 880.01%0.01%0.01%Q1 2016Q4 20178
Meadow Creek Investment Management LLC 880.01%0.01%0.01%Q4 2016Q3 20188
TOMPKINS FINANCIAL CORP 880.00%0.00%0.00%Q4 2013Q3 20158
Financial Gravity Asset Management, Inc. 530.00%0.00%0.01%Q1 2018Q1 20208
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
Neuberger Berman Group LLC 880.00%0.00%0.00%Q2 2013Q1 20158
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Russell Investments Group, Ltd. 320.00%0.00%0.01%Q2 2017Q3 20238
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 880.00%0.00%0.00%Q4 2019Q3 20218
ELLINGTON MANAGEMENT GROUP LLC 310.02%0.04%0.08%Q2 2013Q4 20198
Aaron Wealth Advisors LLC 880.04%0.16%0.77%Q1 2021Q4 20228
EverSource Wealth Advisors, LLC 520.00%0.00%0.02%Q4 2021Q3 20237
BOSTON PRIVATE BANK & TRUST CO 770.00%0.00%0.00%Q2 2013Q4 20147
Jefferies Group LLC 210.00%0.00%0.01%Q4 2014Q4 20197
Placemark Investments, Inc. 770.02%0.02%0.03%Q2 2013Q4 20147
Savior LLC 770.00%0.00%0.01%Q4 2019Q2 20217
MAI Capital Management 770.00%0.00%0.00%Q4 2020Q2 20227
Sandy Spring Bank 770.00%0.00%0.01%Q2 2013Q4 20147
Tyler-Stone Wealth Management 520.00%0.00%0.00%Q4 2021Q3 20237
KING INVESTMENT ADVISORS INC/TX 770.10%1.95%2.83%Q3 2013Q1 20157
Nuveen Fund Advisors, LLC 770.03%0.07%0.10%Q2 2016Q4 20177
Lipe & Dalton 772.69%3.00%3.28%Q2 2013Q4 20147
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 770.00%0.00%0.00%Q2 2021Q4 20227
Koss-Olinger Consulting, LLC 770.04%0.10%0.17%Q1 2021Q3 20227
TORONTO DOMINION BANK 430.00%0.00%0.00%Q2 2019Q3 20237
Heritage Wealth Advisors 770.00%0.00%0.00%Q4 2018Q2 20207
West Branch Capital LLC 770.00%0.00%0.00%Q2 2021Q4 20227
Financial Architects, Inc 520.00%0.00%0.01%Q2 2013Q2 20157
Focused Wealth Management, Inc 770.01%0.01%0.02%Q3 2013Q1 20157
AMP Capital Investors Ltd 410.00%0.01%0.02%Q2 2014Q1 20207
Spire Wealth Management 610.00%0.00%0.00%Q1 2021Q3 20237
Quantbot Technologies LP 210.00%0.04%0.13%Q2 2013Q3 20187
BRANDES INVESTMENT PARTNERS, LP 770.38%0.58%0.74%Q4 2012Q2 20147
MBM Wealth Consultants, LLC 770.00%0.00%0.00%Q3 2021Q1 20237
TigerShark Management, LLC 770.00%0.63%0.86%Q3 2013Q1 20157
Perigon Wealth Management, LLC 310.00%0.10%0.24%Q2 2014Q3 20237
Evolution Wealth Advisors, LLC 520.00%0.01%0.02%Q2 2019Q3 20217
CITIZENS FINANCIAL GROUP INC/RI 430.00%0.00%0.00%Q4 2015Q4 20187
NORRIS PERNE & FRENCH LLP/MI 770.05%0.06%0.07%Q2 2013Q4 20147
Five Oceans Advisors 770.04%0.05%0.06%Q1 2022Q3 20237
North Star Investment Management Corp. 510.00%0.00%0.00%Q1 2014Q3 20237
CIBC BANK USA 770.02%0.02%0.03%Q3 2015Q1 20177
First Allied Advisory Services, Inc. 660.02%0.03%0.03%Q2 2013Q3 20146
Avestar Capital, LLC 660.00%0.00%0.00%Q1 2018Q2 20196
HL FINANCIAL SERVICES LLC 660.01%0.01%0.01%Q2 2013Q3 20146
Matthew 25 Management Corp 664.25%4.95%5.50%Q2 2013Q3 20146
McAdams Wright Ragen, Inc. 660.12%0.13%0.15%Q2 2013Q3 20146
Penobscot Investment Management Company, Inc. 660.05%0.06%0.06%Q2 2013Q3 20146
AVIANCE CAPITAL MANAGEMENT, LLC 660.00%0.50%0.67%Q3 2013Q4 20146
Kore Private Wealth LLC 420.00%0.01%0.02%Q1 2020Q3 20216
NEW YORK STATE COMMON RETIREMENT FUND 660.00%0.00%0.00%Q1 2021Q2 20226
Sierra Capital LLC 660.01%0.01%0.01%Q1 2021Q2 20226
Sigma Planning Corp 510.01%0.12%0.16%Q4 2014Q2 20226
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
McCarthy Asset Management, Inc. 660.00%0.00%0.00%Q4 2020Q1 20226
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 420.00%0.00%0.01%Q4 2020Q1 20236
NewEdge Advisors, LLC 420.00%0.00%0.00%Q3 2021Q3 20236
KESTRA PRIVATE WEALTH SERVICES, LLC 510.00%0.01%0.03%Q3 2020Q2 20226
Oakworth Capital, Inc. 510.00%0.00%0.00%Q4 2013Q3 20176
FIRST FOUNDATION ADVISORS 660.12%0.78%1.09%Q2 2014Q3 20156
Integrated Investment Consultants, LLC 660.00%0.01%0.01%Q1 2016Q2 20176
Legacy Financial Advisors, Inc. 660.00%0.01%0.01%Q4 2017Q1 20196
COMMUNITY BANK SYSTEM, INC. 660.00%0.00%0.00%Q2 2013Q3 20146
Column Capital Advisors, LLC 310.00%0.00%0.00%Q4 2019Q1 20236
Wedmont Private Capital 660.04%0.06%0.09%Q4 2021Q1 20236
Estabrook Capital Management 660.00%0.00%0.00%Q2 2013Q3 20146
Schechter Investment Advisors, LLC 420.00%0.01%0.01%Q4 2021Q3 20236
Eagle Ridge Investment Management 660.01%0.02%0.02%Q2 2017Q3 20186
BlackRock Fund Advisors 660.00%0.00%0.00%Q2 2013Q3 20146
1919 Investment Counsel, LLC 660.01%0.01%0.01%Q2 2013Q3 20146
Mirae Asset Global Investments Co., Ltd. 510.01%0.02%0.05%Q4 2011Q2 20146
CAPITAL FUND MANAGEMENT S.A. 310.00%0.01%0.03%Q2 2013Q2 20196
Hirtle Callaghan & Co LLC 660.00%0.01%0.01%Q3 2013Q4 20146
Cornerstone Management, Inc. 660.00%0.00%0.00%Q4 2021Q1 20236
BHF Kleinwort Benson Group S.A. 420.00%0.00%0.00%Q2 2013Q4 20146
Koshinski Asset Management, Inc. 660.01%0.02%0.02%Q2 2022Q3 20236
Laird Norton Wetherby Trust Company, LLC 660.01%0.01%0.01%Q4 2020Q1 20226
Williams Jones Wealth Management, LLC. 660.00%0.00%0.00%Q2 2022Q3 20236
MML INVESTORS SERVICES, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Engineers Gate Manager LP 220.00%0.00%0.01%Q1 2020Q2 20236
Cable Hill Partners, LLC 410.01%0.08%0.15%Q4 2018Q3 20235
Vident Investment Advisory, LLC 550.00%0.01%0.01%Q2 2022Q2 20235
SRS Capital Advisors, Inc. 410.00%0.00%0.00%Q4 2021Q3 20235
PVG Asset Management 210.60%0.95%1.20%Q1 2015Q4 20165
BAIRD ROBERT W & CO INC /WI/ 320.00%0.01%0.02%Q2 2013Q1 20155
Ahrens Investment Partners LLC 550.01%0.18%0.73%Q2 2021Q2 20225
Valeo Financial Advisors, LLC 320.00%0.00%0.00%Q2 2018Q3 20235
ADVISOR PARTNERS II, LLC 550.01%0.01%0.02%Q3 2022Q3 20235
Elite Wealth Management, Inc. 550.00%0.00%0.01%Q2 2013Q2 20145
Partnervest Advisory Services LLC 550.00%0.00%0.00%Q2 2013Q2 20145
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 550.16%0.31%0.41%Q2 2017Q2 20185
MONROE BANK & TRUST/MI 550.02%0.02%0.03%Q2 2013Q2 20145
Lido Advisors, LLC 550.00%0.00%0.00%Q4 2020Q4 20215
Terra Nova Asset Management LLC 550.29%0.33%0.36%Q1 2015Q1 20165
VERUS CAPITAL PARTNERS, LLC 320.00%0.02%0.03%Q4 2019Q3 20225
WILMINGTON TRUST CO 550.01%0.01%0.01%Q2 2013Q2 20145
IPG Investment Advisors LLC 211.02%2.68%4.30%Q4 2013Q4 20215
BUCKINGHAM STRATEGIC WEALTH, LLC 410.00%0.00%0.00%Q4 2021Q2 20235
Patriot Financial Group Insurance Agency, LLC 550.00%0.00%0.01%Q4 2018Q4 20195
180 WEALTH ADVISORS, LLC 550.03%0.03%0.03%Q3 2022Q3 20235
Cetera Advisor Networks LLC 550.00%0.00%0.00%Q2 2019Q2 20205
Princeton Alpha Management LP 310.03%0.08%0.16%Q4 2014Q1 20175
Lee Financial Co 550.00%0.00%0.00%Q4 2021Q4 20225
Plante Moran Financial Advisors, LLC 110.00%0.01%0.02%Q2 2013Q1 20205
Grace Capital 550.01%0.02%0.03%Q4 2019Q4 20205
AIGEN INVESTMENT MANAGEMENT, LP 410.00%0.02%0.06%Q4 2019Q4 20215
ProVise Management Group, LLC 550.04%0.07%0.09%Q2 2013Q2 20145
Capital Innovations LLC 320.75%0.80%0.86%Q4 2013Q2 20155
TD ASSET MANAGEMENT INC 550.00%0.00%0.00%Q2 2013Q2 20145
TCI Wealth Advisors, Inc. 550.00%0.00%0.00%Q3 2014Q3 20155
Bayesian Capital Management, LP 210.02%0.04%0.07%Q3 2017Q4 20225
Aquatic Capital Management LLC 310.00%0.03%0.14%Q4 2021Q2 20235
Hamilton Wealth, LLC 551.09%2.45%4.17%Q4 2018Q4 20195
JEPPSON WEALTH MANAGEMENT, LLC 320.02%0.03%0.04%Q3 2021Q4 20225
Whitnell & Co. 320.00%0.00%0.00%Q3 2015Q1 20185
Pacifica Partners Inc. 550.00%0.00%0.01%Q4 2019Q4 20205
First Affirmative Financial Network 550.05%0.14%0.20%Q4 2022Q4 20235
D. E. Shaw & Co., Inc. 550.00%0.00%0.00%Q1 2017Q1 20185
BOSTON ADVISORS LLC 550.01%0.01%0.02%Q3 2017Q3 20185
Cassady Schiller Wealth Management, LLC 410.00%0.00%0.00%Q4 2021Q3 20235
Squar Milner Financial Services LLC 550.00%0.00%0.00%Q2 2018Q2 20195
Highlander Capital Management, LLC 440.01%0.01%0.01%Q2 2013Q1 20144
Ridgewood Investments LLC 440.09%0.10%0.12%Q1 2019Q4 20194
Centerpoint Advisors, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
PRELUDE CAPITAL MANAGEMENT, LLC 210.00%0.02%0.05%Q2 2013Q3 20174
Stonebridge Capital Advisors LLC 440.00%0.00%0.00%Q2 2019Q1 20204
Campbell & CO Investment Adviser LLC 210.11%0.29%0.44%Q1 2016Q4 20214
TRUE Private Wealth Advisors 210.00%0.00%0.00%Q3 2018Q1 20204
Ayalon Insurance Comp Ltd. 440.00%0.00%0.00%Q1 2015Q4 20154
Pendal Group Ltd 440.00%0.00%0.00%Q1 2022Q4 20224
Orion Portfolio Solutions, LLC 310.00%0.00%0.00%Q4 2019Q3 20234
DC Investments Management, LLC 440.29%0.35%0.46%Q4 2018Q3 20194
MEITAV INVESTMENT HOUSE LTD 440.00%0.00%0.01%Q4 2017Q3 20184
PRUDENTIAL FINANCIAL INC 440.00%0.00%0.00%Q3 2022Q2 20234
Gallacher Capital Management LLC 440.16%0.19%0.21%Q4 2022Q3 20234
B. Riley Wealth Advisors, Inc. 210.00%0.03%0.04%Q2 2013Q4 20144
Mutual Advisors, LLC 440.01%0.02%0.02%Q1 2021Q4 20214
BlackRock Institutional Trust Company, N.A. 310.00%0.00%0.00%Q2 2013Q4 20164
Redwood Investment Management, LLC 440.12%0.15%0.18%Q1 2019Q4 20194
JTC Employer Solutions Trustee Ltd 440.01%0.01%0.01%Q3 2022Q2 20234
Apriem Advisors 310.00%0.00%0.00%Q2 2014Q2 20154
RONALD BLUE & CO LLC 440.01%0.01%0.01%Q3 2014Q2 20154
Landsberg, Bennett, & Dubbaneh LLC 220.01%0.05%0.10%Q4 2018Q3 20214
BB&T SECURITIES, LLC 440.00%0.00%0.00%Q1 2018Q4 20184
Freestone Capital Holdings, LLC 440.00%0.01%0.02%Q2 2021Q1 20224
CANADA PENSION PLAN INVESTMENT BOARD 110.00%0.01%0.03%Q3 2013Q1 20194
FLAGSHIP HARBOR ADVISORS, LLC 310.00%0.00%0.00%Q2 2018Q4 20194
Azimuth Capital Management LLC 440.00%0.00%0.00%Q2 2021Q1 20224
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 310.02%0.08%0.14%Q2 2018Q2 20194
Aviance Capital Partners, LLC 440.15%0.26%0.38%Q2 2013Q1 20144
TOCQUEVILLE ASSET MANAGEMENT L.P. 310.00%0.00%0.00%Q2 2014Q2 20154
Belpointe Asset Management LLC 220.01%0.01%0.01%Q1 2022Q1 20234
Lester Murray Antman dba SimplyRich 440.13%0.18%0.23%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Shoker Investment Counsel, Inc. 440.17%0.20%0.24%Q4 2013Q3 20144
BOKF, NA 310.00%0.00%0.00%Q4 2021Q3 20234
Virtus ETF Advisers LLC 440.58%0.65%0.69%Q1 2021Q4 20214
FIRST HAWAIIAN BANK 310.00%0.00%0.00%Q2 2013Q1 20194
BLAIR WILLIAM & CO/IL 440.00%0.00%0.00%Q3 2021Q2 20224
Garner Asset Management Corp 440.09%0.16%0.22%Q2 2017Q1 20184
Integrated Wealth Management 440.00%0.00%0.00%Q1 2015Q4 20154
GOFEN & GLOSSBERG LLC /IL/ 440.00%0.01%0.04%Q2 2013Q1 20144
FIRST NEW YORK SECURITIES LLC /NY 210.05%0.50%0.86%Q2 2013Q3 20164
Naviter Wealth, LLC 440.01%0.02%0.03%Q4 2022Q3 20234
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Snowden Capital Advisors LLC 310.00%0.00%0.00%Q2 2019Q4 20214
ACADIAN ASSET MANAGEMENT LLC 310.00%0.00%0.00%Q4 2014Q2 20194
Moreno Evelyn V 440.02%0.02%0.02%Q4 2022Q3 20234
AdvisorNet Financial, Inc 210.00%0.00%0.00%Q2 2019Q1 20224
Tradewinds Global Investors, LLC 440.09%0.10%0.11%Q1 2015Q4 20154
Lapides Asset Management, LLC 440.02%0.04%0.04%Q4 2020Q3 20214
Ameritas Investment Partners, Inc. 440.00%0.00%0.00%Q4 2014Q3 20154
JANICZEK WEALTH MANAGEMENT, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
FIRST NIAGARA BANK 440.04%0.06%0.08%Q2 2013Q1 20144
INTEGRAL DERIVATIVES, LLC 210.00%0.01%0.01%Q4 2013Q2 20164
ROOSEVELT INVESTMENT GROUP LLC 440.00%0.00%0.00%Q4 2021Q3 20224
Ionic Capital Management LLC 220.01%0.07%0.20%Q1 2017Q2 20174
Newbridge Financial Services Group, Inc. 330.01%0.01%0.01%Q4 2022Q2 20233
CLEAR STREET MARKETS LLC 210.00%0.00%0.01%Q4 2014Q4 20153
SPOT TRADING L.L.C. 220.00%0.00%0.00%Q2 2017Q3 20173
Convergence Investment Partners, LLC 210.00%0.03%0.04%Q2 2013Q1 20183
IMPAX ASSET MANAGEMENT LLC 330.04%0.04%0.04%Q2 2013Q4 20133
Risk Paradigm Group, LLC 330.00%0.00%0.00%Q1 2015Q3 20153
WOLVERINE ASSET MANAGEMENT LLC 220.00%0.00%0.00%Q2 2013Q3 20133
MONETA GROUP INVESTMENT ADVISORS LLC 210.00%0.00%0.01%Q3 2015Q2 20183
Avior Wealth Management, LLC 330.00%0.00%0.00%Q2 2020Q4 20203
MILES CAPITAL, INC. 330.09%0.10%0.10%Q2 2017Q4 20173
Eagle Bay Advisors LLC 330.02%0.04%0.06%Q2 2021Q4 20213
Intelligence Driven Advisers, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
FDx Advisors, Inc. 210.00%0.01%0.01%Q4 2014Q4 20163
Gupta Wealth Management LLC 210.00%0.01%0.01%Q2 2015Q1 20163
RELIANCE TRUST CO OF DELAWARE 330.05%0.08%0.10%Q2 2013Q4 20133
Stratos Wealth Partners, LTD. 210.00%0.00%0.00%Q4 2017Q3 20183
Fortis Advisors, LLC 210.00%0.00%0.00%Q1 2019Q4 20193
BAHL & GAYNOR INC 330.00%0.00%0.00%Q2 2013Q4 20133
JOHNSON INVESTMENT COUNSEL INC 210.00%0.00%0.01%Q3 2014Q4 20163
FEDERATED HERMES, INC. 330.00%0.00%0.01%Q4 2016Q2 20173
Perpetual Ltd 330.00%0.00%0.00%Q1 2023Q3 20233
PALLADIUM PARTNERS LLC 210.00%0.01%0.02%Q2 2013Q1 20143
Susquehanna International Securities, Ltd. 210.02%0.05%0.11%Q4 2019Q1 20233
Kestra Advisory Services, LLC 330.00%0.00%0.00%Q2 2022Q4 20223
Point72 Asset Management, L.P. 110.00%0.01%0.01%Q2 2018Q4 20193
WealthStone, Inc. 210.00%0.02%0.04%Q2 2019Q1 20213
Cape Investment Advisory, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Schubert & Co 210.00%0.00%0.00%Q2 2022Q1 20233
BLACKROCK ADVISORS LLC 330.02%0.02%0.02%Q2 2013Q4 20133
Lineweaver Wealth Advisors, LLC 330.02%0.06%0.09%Q2 2021Q4 20213
ExodusPoint Capital Management, LP 210.00%0.01%0.01%Q1 2019Q4 20203
PARK AVENUE SECURITIES LLC 210.00%0.00%0.00%Q3 2022Q3 20233
SOUTH TEXAS MONEY MANAGEMENT LTD 330.01%0.42%0.85%Q2 2015Q4 20153
Financial Gravity Companies, Inc. 210.00%0.00%0.00%Q4 2017Q4 20183
Sculptor Capital LP 110.01%0.08%0.11%Q1 2016Q1 20163
MGO ONE SEVEN LLC 210.00%0.00%0.00%Q4 2017Q4 20183
O'Keefe Stevens Advisory, Inc. 331.07%1.13%1.24%Q3 2017Q1 20183
West Family Investments, Inc. 210.02%0.03%0.03%Q2 2021Q2 20223
PRENTISS SMITH & CO INC 210.00%1.93%3.16%Q2 2013Q4 20173
Ballew Advisors, Inc 330.01%0.01%0.02%Q1 2018Q3 20183
Liberty Mutual Group Asset Management Inc. 330.02%0.02%0.03%Q1 2017Q3 20173
Summit Global Investments 330.08%0.09%0.09%Q1 2019Q3 20193
SIMON QUICK ADVISORS, LLC 110.00%0.01%0.02%Q1 2017Q1 20193
PDS Planning, Inc 330.01%0.01%0.01%Q1 2023Q3 20233
CIBC Private Wealth Group, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
Strategic Global Advisors, LLC 330.10%0.10%0.12%Q4 2019Q2 20203
OXFORD ASSET MANAGEMENT LLP 210.05%0.06%0.09%Q2 2017Q2 20193
Paloma Partners Management Co 210.00%0.00%0.00%Q4 2016Q3 20173
MYCIO WEALTH PARTNERS, LLC 210.00%0.01%0.02%Q2 2013Q4 20153
YorkBridge Wealth Partners, LLC 330.00%0.00%0.00%Q4 2016Q2 20173
Connor, Clark & Lunn Investment Management Ltd. 330.00%0.01%0.02%Q1 2021Q3 20213
MARSHALL WACE, LLP 210.01%0.01%0.01%Q2 2019Q3 20203
Diversified Trust Co 330.01%0.01%0.02%Q2 2013Q4 20133
Coppell Advisory Solutions LLC 210.00%0.00%0.00%Q4 2022Q3 20233
MOODY NATIONAL BANK TRUST DIVISION 330.00%0.00%0.00%Q3 2018Q1 20193
BlackRock Group LTD 330.00%0.00%0.00%Q2 2013Q4 20133
Aris Wealth Services, Inc. 330.01%0.02%0.03%Q1 2015Q3 20153
Archer Investment Corp 330.00%0.00%0.01%Q4 2018Q2 20193
WELLINGTON MANAGEMENT GROUP LLP 210.00%0.00%0.00%Q2 2013Q3 20183
SALEM INVESTMENT COUNSELORS INC 210.00%0.00%0.00%Q4 2016Q4 20223
Edge Wealth Management LLC 210.00%0.00%0.00%Q2 2013Q1 20143
tru Independence LLC 330.04%0.04%0.04%Q4 2019Q2 20203
AlphaQ Advisors LLC 210.03%0.04%0.06%Q4 2022Q3 20233
OneDigital Investment Advisors LLC 210.00%0.00%0.01%Q1 2018Q1 20193
Capital Wealth Planning, LLC 210.00%0.01%0.01%Q2 2019Q1 20203
Icon Wealth Partners, LLC 110.00%0.00%0.00%Q4 2017Q1 20193
MCF Advisors LLC 110.00%0.00%0.00%Q3 2014Q3 20162
Dixon Hughes Goodman Wealth Advisors LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Squarepoint Ops LLC 110.00%0.00%0.00%Q4 2019Q4 20202
NORTHERN TRUST CO OF CONNECTICUT 220.00%0.00%0.00%Q2 2013Q3 20132
Western Asset Management Company, LLC 220.00%0.00%0.00%Q2 2013Q3 20132
Itau Unibanco Holding S.A. 110.11%0.60%1.10%Q4 2020Q2 20232
COMMONWEALTH BANK OF AUSTRALIA 220.00%0.00%0.00%Q2 2013Q3 20132
WESTPORT RESOURCES MANAGEMENT INC 220.01%0.01%0.01%Q2 2013Q3 20132
DGS Capital Management, LLC 220.11%0.13%0.16%Q1 2022Q2 20222
Krilogy Financial LLC 110.00%0.00%0.00%Q1 2018Q3 20182
MCKINLEY CAPITAL MANAGEMENT LLC 220.02%0.02%0.02%Q4 2018Q1 20192
CHEMICAL BANK 220.04%0.05%0.05%Q2 2013Q3 20132
Cornerstone Wealth Management, LLC 220.00%0.01%0.01%Q2 2018Q3 20182
FinTrust Capital Advisors, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Banyan Partners, LLC 220.04%0.05%0.06%Q2 2014Q3 20142
BELLEVUE ASSET MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
FNY Investment Advisers, LLC 110.09%0.23%0.37%Q3 2018Q3 20192
Oxbow Advisors, LLC 220.02%0.02%0.03%Q2 2015Q3 20152
Hanlon Investment Management, Inc. 110.01%0.02%0.03%Q4 2013Q2 20142
JONES FINANCIAL COMPANIES LLLP 220.00%0.00%0.00%Q2 2013Q3 20132
WEALTHFRONT Corp 220.00%0.00%0.00%Q1 2015Q2 20152
THRIVENT FINANCIAL FOR LUTHERANS 110.00%0.00%0.00%Q2 2013Q3 20172
PENSECO FINANCIAL SERVICES CORP 220.01%0.01%0.01%Q2 2013Q3 20132
First Personal Financial Services 220.00%0.00%0.00%Q4 2014Q1 20152
Alera Investment Advisors, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Haverford Trust Co 220.01%0.01%0.01%Q2 2013Q3 20132
MOTCO 110.00%0.00%0.00%Q3 2015Q3 20232
GW&K Investment Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Westover Capital Advisors, LLC 220.23%0.23%0.24%Q2 2017Q3 20172
St. James Investment Company, LLC 220.02%0.02%0.02%Q3 2017Q4 20172
Integrated Wealth Concepts LLC 110.00%0.00%0.00%Q2 2022Q4 20222
Lumbard & Kellner, LLC 222.04%2.04%2.04%Q4 2013Q1 20142
Zweig-DiMenna Associates LLC 110.01%0.02%0.02%Q1 2017Q2 20182
Airain ltd 220.03%0.04%0.06%Q1 2016Q2 20162
Hoese & Co LLP 220.00%0.00%0.00%Q2 2021Q3 20212
CADENCE BANK NA 220.07%0.09%0.10%Q2 2015Q3 20152
Chevy Chase Trust Holdings, LLC 110.01%0.01%0.01%Q4 2014Q4 20182
HC FINANCIAL ADVISORS INC 220.01%0.01%0.01%Q1 2020Q2 20202
HGI Capital Management, LLC 220.05%0.05%0.06%Q2 2018Q3 20182
Arkadios Wealth Advisors 220.00%0.00%0.00%Q2 2021Q3 20212
RUSSELL FRANK CO/ 220.00%0.00%0.00%Q2 2014Q3 20142
CWA Asset Management Group, LLC 220.01%0.01%0.01%Q4 2020Q1 20212
Crosspoint Capital Strategies, LLC 220.01%0.01%0.01%Q3 2015Q4 20152
Ion Asset Management Ltd. 220.96%1.00%1.05%Q3 2016Q4 20162
HAP Trading, LLC 220.02%0.03%0.04%Q1 2017Q2 20172
Sandbox Financial Partners, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
FNY Partners Fund LP 110.16%0.45%0.74%Q1 2017Q4 20172
Baker Avenue Asset Management, LP 220.00%0.00%0.00%Q1 2023Q2 20232
Nemes Rush Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
NEW ENGLAND SECURITIES CORP /MA/ 220.00%0.00%0.00%Q2 2014Q3 20142
DRW Securities, LLC 220.01%0.06%0.11%Q4 2017Q1 20182
FAIRFIELD, BUSH & CO. 110.00%0.00%0.00%Q2 2022Q2 20232
ASSOCIATED BANC-CORP 110.00%0.00%0.00%Q2 2020Q4 20202
SCHRODER INVESTMENT MANAGEMENT GROUP 220.00%0.00%0.00%Q1 2015Q2 20152
Schonfeld Strategic Advisors LLC 110.01%0.02%0.04%Q2 2016Q2 20202
STANCORP INVESTMENT ADVISERS INC 220.00%0.00%0.00%Q4 2014Q1 20152
Brookstone Capital Management 220.01%0.01%0.01%Q2 2015Q3 20152
Prospera Financial Services Inc 110.00%0.00%0.00%Q3 2020Q1 20222
SLS MANAGEMENT LLC 226.58%6.66%6.73%Q2 2013Q3 20132
WRIGHT INVESTORS SERVICE INC 220.42%0.42%0.43%Q4 2014Q1 20152
MACKENZIE FINANCIAL CORP 220.00%0.00%0.00%Q4 2013Q1 20142
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
GSA CAPITAL PARTNERS LLP 110.01%0.01%0.02%Q4 2020Q3 20222
MIDAS MANAGEMENT CORP 220.72%0.73%0.74%Q4 2014Q1 20152
Crescent Grove Advisors, LLC 220.03%0.04%0.05%Q2 2021Q3 20212
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 220.12%0.13%0.13%Q4 2015Q1 20162
Blackhawk Capital Partners LLC. 220.22%0.22%0.22%Q2 2019Q3 20192
J.P. Morgan Private Wealth Advisors LLC 110.00%0.00%0.00%Q1 2023Q3 20232
BOGLE INVESTMENT MANAGEMENT L P /DE/ 220.01%0.12%0.23%Q3 2019Q4 20192
Jane Street Holding, LLC 220.05%0.13%0.22%Q3 2013Q4 20132
FULTON BANK, N.A. 220.02%0.02%0.02%Q1 2015Q2 20152
FourThought Financial, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
SHAPIRO ROBERT N 220.02%0.02%0.02%Q2 2013Q3 20132
Bruderman Asset Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
MENORA MIVTACHIM HOLDINGS LTD. 220.00%0.00%0.00%Q2 2013Q3 20132
Marquette Asset Management, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Invictus RG Pte. Ltd. 110.02%0.02%0.02%Q3 2014Q3 20141
Americana Partners, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
HSBC HOLDINGS PLC 110.00%0.00%0.00%Q4 2013Q4 20131
R&F Capital Advisors LP 110.05%0.05%0.05%Q1 2017Q1 20171
Summit Trail Advisors, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
CLIFFORD CAPITAL PARTNERS LLC 110.24%0.24%0.24%Q2 2023Q2 20231
QRG CAPITAL MANAGEMENT, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
INR ADVISORY SERVICES LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Sound Income Strategies, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Acrospire Investment Management LLC 110.02%0.02%0.02%Q1 2017Q1 20171
Aprio Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
VOLORIDGE INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Well Done, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Transamerica Financial Advisors, Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
STIFEL NICOLAUS & CO INC \MO\ 110.02%0.02%0.02%Q3 2013Q3 20131
Operose Advisors LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Paradigm Financial Advisors, LLC 110.01%0.01%0.01%Q1 2014Q1 20141
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Vident Advisory, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
HARBOR INVESTMENT ADVISORY, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
UBS ASSET MANAGEMENT AMERICAS INC 110.00%0.00%0.00%Q4 2016Q4 20161
Realta Investment Advisors 110.00%0.00%0.00%Q2 2019Q2 20191
CAPITAL CITY TRUST CO/FL 110.01%0.01%0.01%Q2 2013Q2 20131
CORRADO ADVISORS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Bryn Mawr Capital Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Kathmere Capital Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Peak Financial Management, Inc. 110.11%0.11%0.11%Q2 2016Q2 20161
Truvestments Capital LLC 110.00%0.00%0.00%Q3 2018Q3 20181
V Wealth Advisors LLC 110.02%0.02%0.02%Q2 2017Q2 20171
STATE OF WISCONSIN INVESTMENT BOARD 110.00%0.00%0.00%Q3 2021Q3 20211
LUPO SECURITIES, LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Mariner Wealth Advisors-NYC, LLC 110.01%0.01%0.01%Q1 2015Q1 20151
Reby Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
JCIC Asset Management Inc. 112.11%2.11%2.11%Q3 2013Q3 20131
Nelson Capital Management, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
London & Capital Asset Management Ltd 110.02%0.02%0.02%Q4 2018Q4 20181
ING GROEP NV 110.00%0.00%0.00%Q3 2013Q3 20131
Azimuth Capital Investment Management LLC 110.00%0.00%0.00%Q2 2022Q2 20221
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q2 2013Q2 20131
Maple Capital Management, Inc. 110.08%0.08%0.08%Q2 2013Q2 20131
SYON CAPITAL LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Quantamental Technologies LLC 110.01%0.01%0.01%Q1 2019Q1 20191
CONNING INC. 110.02%0.02%0.02%Q2 2016Q2 20161
Hillsdale Investment Management Inc. 110.04%0.04%0.04%Q4 2013Q4 20131
Kalos Management, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
Paulson Wealth Management Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
COMMUNITY TRUST & INVESTMENT CO 110.05%0.05%0.05%Q1 2014Q1 20141
Enlightenment Research, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
AXA S.A. 110.00%0.00%0.00%Q3 2020Q3 20201
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
NBT BANK N A /NY 110.03%0.03%0.03%Q2 2013Q2 20131
Bridgeworth, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Samalin Investment Counsel, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
GETCO Holding Company, LLC 110.53%0.53%0.53%Q2 2013Q2 20131
MFA WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
ICC CAPITAL MANAGEMENT INC/ 110.22%0.22%0.22%Q2 2013Q2 20131
Capricorn Fund Managers Ltd 110.10%0.10%0.10%Q3 2022Q3 20221
Sowell Financial Services LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Ausdal Financial Partners, Inc. 110.02%0.02%0.02%Q4 2015Q4 20151
WealthTrust Fairport, LLC 110.01%0.01%0.01%Q4 2014Q4 20141
LAZARD ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Castle Financial & Retirement Planning Associates, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Principal Street Partners, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
CANTOR FITZGERALD, L. P. 110.02%0.02%0.02%Q4 2021Q4 20211
D'Orazio & Associates, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
WEBSTER BANK, N. A. 110.00%0.00%0.00%Q1 2019Q1 20191
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Allegis Investment Advisors, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
ArchPoint Investors 110.03%0.03%0.03%Q3 2021Q3 20211
AT Bancorp 110.00%0.00%0.00%Q2 2017Q2 20171
Baystate Wealth Management LLC 110.00%0.00%0.00%Q1 2022Q1 20221
CSS LLC/IL 110.01%0.01%0.01%Q4 2016Q4 20161
TUDOR INVESTMENT CORP ET AL 110.00%0.00%0.00%Q4 2018Q4 20181
Bremer Bank National Association 110.00%0.00%0.00%Q1 2019Q1 20191
J.W. COLE ADVISORS, INC. 110.01%0.01%0.01%Q3 2021Q3 20211
ARCADIA INVESTMENT MANAGEMENT CORP/MI 110.01%0.01%0.01%Q1 2021Q1 20211
Sante Capital Fund, LP 110.79%0.79%0.79%Q2 2021Q2 20211
Archford Capital Strategies, LLC 110.01%0.01%0.01%Q1 2014Q1 20141
OLD MISSION CAPITAL, LLC 110.36%0.36%0.36%Q4 2016Q4 20161
Clearstead Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Detwiler Fenton Investment Management LLC 111.75%1.75%1.75%Q4 2009Q4 20091
Selective Wealth Management, Inc. 110.00%0.00%0.00%Q3 2019Q3 20191
TD Waterhouse Canada Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
GHP Investment Advisors, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
CITY NATIONAL BANK 110.00%0.00%0.00%Q3 2014Q3 20141
Castleview Partners, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
COMERICA SECURITIES,INC. 110.00%0.00%0.00%Q4 2022Q4 20221
Sowa Financial Group, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
PEOPLES FINANCIAL SERVICES CORP. 110.01%0.01%0.01%Q4 2013Q4 20131
Echo45 Advisors LLC 110.04%0.04%0.04%Q1 2023Q1 20231
Ranger International Management, LP 110.00%0.00%0.00%Q3 2014Q3 20141
Arlington Partners LLC 110.00%0.00%0.00%Q4 2021Q4 20211
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2019Q4 20191
CIBC WORLD MARKETS CORP 110.02%0.02%0.02%Q1 2022Q1 20221
Heritage Financial Services, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
BAR HARBOR WEALTH MANAGEMENT 110.02%0.02%0.02%Q1 2013Q1 20131
Quantitative Systematic Strategies LLC 110.03%0.03%0.03%Q2 2019Q2 20191
Torch Wealth Management LLC 110.02%0.02%0.02%Q4 2013Q4 20131
XTX Topco Ltd 110.02%0.02%0.02%Q1 2023Q1 20231
Beaird Harris Wealth Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
DUFF & PHELPS INVESTMENT MANAGEMENT CO 110.08%0.08%0.08%Q1 2019Q1 20191
Tradeworx Inc. 110.10%0.10%0.10%Q2 2013Q2 20131
Calvert Investment Management, Inc. 110.05%0.05%0.05%Q2 2013Q2 20131
Bank Pictet & Cie (Europe) AG 110.00%0.00%0.00%Q1 2022Q1 20221
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Karp Capital Management Corp 110.06%0.06%0.06%Q1 2017Q1 20171
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q4 2022Q4 20221
ORBIS HOLDINGS LTD 110.01%0.01%0.01%Q2 2015Q2 20151
PICTON MAHONEY ASSET MANAGEMENT 110.01%0.01%0.01%Q1 2015Q1 20151
LEAVELL INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2010Q2 20101
BlueCrest Capital Management Ltd 110.01%0.01%0.01%Q1 2019Q1 20191
Quilter Plc 110.01%0.01%0.01%Q1 2020Q1 20201
Clean Yield Group 110.01%0.01%0.01%Q1 2015Q1 20151
EXENCIAL WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q1 2013Q1 20131
Centiva Capital, LP 110.00%0.00%0.00%Q3 2023Q3 20231
Rossmore Private Capital 110.01%0.01%0.01%Q4 2017Q4 20171
US FINANCIAL ADVISORS, LLC 110.03%0.03%0.03%Q3 2015Q3 20151
Trilogy Capital Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Goodman Financial Corp 110.01%0.01%0.01%Q4 2017Q4 20171
Zions Trust, National Association 110.01%0.01%0.01%Q3 2014Q3 20141
Intercontinental Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Timber Creek Capital Management LLC 110.01%0.01%0.01%Q3 2013Q3 20131
Carroll Financial Associates, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
Syverson Strege & Co 110.00%0.00%0.00%Q1 2023Q1 20231
PFG Private Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Cutter & CO Brokerage, Inc. 110.21%0.21%0.21%Q2 2013Q2 20131
BOURGEON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Valued Wealth Advisors LLC 110.01%0.01%0.01%Q4 2023Q4 20231
Texas Capital Bank Wealth Management Services Inc 110.01%0.01%0.01%Q3 2020Q3 20201
Perkins Coie Trust Co 110.00%0.00%0.00%Q3 2023Q3 20231
IFC Holdings Incorporated/FL 110.05%0.05%0.05%Q2 2013Q2 20131
Claybrook Capital, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
AE Wealth Management LLC 110.00%0.00%0.00%Q2 2022Q2 20221
BREMER TRUST NATIONAL ASSOCIATION 110.00%0.00%0.00%Q4 2018Q4 20181
StoneX Group Inc. 110.01%0.01%0.01%Q2 2023Q2 20231
Venturi Wealth Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Fisher Asset Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
GIRARD PARTNERS LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
TFO Wealth Partners, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Jump Financial, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
Sageworth Trust Co 110.00%0.00%0.00%Q2 2019Q2 20191
Lebenthal Global Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
LOGAN CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q2 2013Q2 20131
One Capital Management, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
BALDWIN BROTHERS LLC/MA 110.00%0.00%0.00%Q3 2017Q3 20171
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
PROFFITT & GOODSON INC 110.00%0.00%0.00%Q2 2020Q2 20201
SAC Capital Advisors LP 110.00%0.00%0.00%Q2 2013Q2 20131
CAMBRIDGE TRUST CO 110.00%0.00%0.00%Q4 2021Q4 20211
Wealthspire Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
External links

This page lists all the filers that currently own TELEFONICA S A or have owned TELEFONICA S A in the past.