UFP INDUSTRIES INC shareholder history

Current and past UFP INDUSTRIES INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 14140.00%0.00%0.00%Q2 2020Q3 202341
Citadel Advisors 14140.00%0.00%0.01%Q2 2020Q3 202339
PEAK6 Investments LLC 13130.00%0.00%0.01%Q3 2020Q3 202333
Sutton Wealth Advisors Inc. 28280.00%0.03%0.04%Q1 2016Q4 202228
WOLVERINE TRADING, LLC 650.00%0.00%0.00%Q3 2020Q3 202319
JANE STREET GROUP, LLC 1010.00%0.00%0.00%Q4 2020Q3 202317
OPTIMUM INVESTMENT ADVISORS 15150.02%0.03%0.04%Q2 2020Q4 202315
Versant Capital Management, Inc 15150.00%0.00%0.01%Q2 2020Q4 202315
State of Tennessee, Treasury Department 15150.00%0.01%0.02%Q1 2020Q3 202315
Bridge City Capital, LLC 15151.04%1.42%2.03%Q1 2020Q3 202315
BAHL & GAYNOR INC 15150.02%0.03%0.04%Q1 2020Q3 202315
KENNEDY CAPITAL MANAGEMENT LLC 15150.48%0.63%0.81%Q1 2020Q3 202315
FRANKLIN RESOURCES INC 14140.02%0.06%0.08%Q2 2020Q3 202314
Russell Investments Group, Ltd. 14140.01%0.01%0.02%Q2 2020Q3 202314
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 14140.00%0.00%0.00%Q2 2020Q3 202314
Arizona State Retirement System 14140.01%0.01%0.02%Q2 2020Q3 202314
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 14140.08%0.15%0.25%Q2 2020Q3 202314
MetLife Investment Management, LLC 14140.01%0.02%0.05%Q2 2020Q3 202314
VANGUARD GROUP INC 14140.01%0.01%0.02%Q2 2020Q3 202314
AMERICAN INTERNATIONAL GROUP, INC. 14140.01%0.03%0.08%Q2 2020Q3 202314
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 14140.01%0.04%0.05%Q2 2020Q3 202314
BRYN MAWR TRUST Co 14140.24%0.30%0.38%Q2 2020Q3 202314
Swiss National Bank 14140.01%0.01%0.01%Q2 2020Q3 202314
FMR LLC 14140.00%0.01%0.01%Q2 2020Q3 202314
STRS OHIO 14140.00%0.01%0.03%Q2 2020Q3 202314
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 14140.01%0.01%0.02%Q2 2020Q3 202314
HANCOCK WHITNEY CORP 14140.02%0.03%0.03%Q2 2020Q3 202314
Louisiana State Employees Retirement System 14140.03%0.05%0.07%Q2 2020Q3 202314
ALLIANCEBERNSTEIN L.P. 14140.00%0.01%0.01%Q2 2020Q3 202314
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 14140.00%0.00%0.01%Q2 2020Q3 202314
JANUS HENDERSON GROUP PLC 14140.00%0.00%0.00%Q2 2020Q3 202314
Nuveen Asset Management, LLC 14140.01%0.01%0.02%Q2 2020Q3 202314
VICTORY CAPITAL MANAGEMENT INC 14140.09%0.13%0.21%Q2 2020Q3 202314
NATIXIS ADVISORS, L.P. 14140.01%0.01%0.02%Q2 2020Q3 202314
Crossmark Global Holdings, Inc. 14140.01%0.01%0.02%Q2 2020Q3 202314
PNC FINANCIAL SERVICES GROUP, INC. 14140.00%0.00%0.00%Q2 2020Q3 202314
UBS Group AG 14140.00%0.00%0.01%Q2 2020Q3 202314
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 14140.02%0.02%0.02%Q2 2020Q3 202314
LOS ANGELES CAPITAL MANAGEMENT LLC 14140.01%0.02%0.03%Q2 2020Q3 202314
VOYA INVESTMENT MANAGEMENT LLC 14140.00%0.01%0.05%Q2 2020Q3 202314
PRUDENTIAL FINANCIAL INC 14140.02%0.06%0.13%Q2 2020Q3 202314
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 1310.00%0.01%0.02%Q1 2020Q3 202314
MEEDER ASSET MANAGEMENT INC 14140.00%0.01%0.03%Q2 2020Q3 202314
Allianz Asset Management GmbH 14140.00%0.02%0.07%Q2 2020Q3 202314
Fisher Asset Management, LLC 14140.01%0.01%0.01%Q2 2020Q3 202314
GREAT WEST LIFE ASSURANCE CO /CAN/ 14140.01%0.01%0.02%Q2 2020Q3 202314
JENNISON ASSOCIATES LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
Clark Capital Management Group, Inc. 14140.28%0.39%0.54%Q2 2020Q3 202314
GW&K Investment Management, LLC 14140.41%0.50%0.58%Q2 2020Q3 202314
FEDERATED HERMES, INC. 14140.00%0.00%0.00%Q2 2020Q3 202314
ProShare Advisors LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
MILLENNIUM MANAGEMENT LLC 14140.00%0.01%0.03%Q2 2020Q3 202314
SG Americas Securities, LLC 14140.00%0.01%0.03%Q2 2020Q3 202314
JPMORGAN CHASE & CO 14140.00%0.00%0.01%Q2 2020Q3 202314
First Horizon Advisors, Inc. 14140.00%0.00%0.00%Q2 2020Q3 202314
SEGALL BRYANT & HAMILL, LLC 14140.04%0.08%0.16%Q2 2020Q3 202314
ROYAL BANK OF CANADA 14140.00%0.00%0.00%Q2 2020Q3 202314
Cadence Bank 14140.14%0.19%0.24%Q2 2020Q3 202314
Parallel Advisors, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
SHELL ASSET MANAGEMENT CO 14140.01%0.01%0.02%Q2 2020Q3 202314
KEYBANK NATIONAL ASSOCIATION/OH 14140.00%0.00%0.01%Q2 2020Q3 202314
THRIVENT FINANCIAL FOR LUTHERANS 14140.00%0.01%0.01%Q2 2020Q3 202314
Tower Research Capital LLC (TRC) 14140.00%0.01%0.04%Q2 2020Q3 202314
METROPOLITAN LIFE INSURANCE CO/NY 14140.01%0.02%0.02%Q2 2020Q3 202314
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 14140.00%0.00%0.00%Q2 2020Q3 202314
NISA INVESTMENT ADVISORS, LLC 14140.02%0.03%0.04%Q2 2020Q3 202314
DIMENSIONAL FUND ADVISORS LP 14140.06%0.07%0.09%Q2 2020Q3 202314
BANK OF AMERICA CORP /DE/ 14140.00%0.00%0.00%Q2 2020Q3 202314
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 14140.01%0.01%0.01%Q2 2020Q3 202314
KBC Group NV 14140.01%0.01%0.02%Q2 2020Q3 202314
Bank of New York Mellon Corp 14140.01%0.01%0.02%Q2 2020Q3 202314
LOOMIS SAYLES & CO L P 14140.05%0.08%0.12%Q2 2020Q3 202314
AMALGAMATED BANK 14140.02%0.02%0.03%Q2 2020Q3 202314
COMMERCE BANK 14140.00%0.01%0.01%Q2 2020Q3 202314
STATE STREET CORP 14140.01%0.01%0.01%Q2 2020Q3 202314
BESSEMER GROUP INC 14140.00%0.00%0.01%Q2 2020Q3 202314
NEW YORK STATE COMMON RETIREMENT FUND 14140.01%0.01%0.01%Q2 2020Q3 202314
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 14140.02%0.02%0.02%Q2 2020Q3 202314
QUADRANT CAPITAL GROUP LLC 14140.00%0.01%0.02%Q2 2020Q3 202314
Boston Partners 14140.00%0.00%0.00%Q2 2020Q3 202314
MERCER GLOBAL ADVISORS INC /ADV 14140.01%0.01%0.02%Q2 2020Q3 202314
DELTA ASSET MANAGEMENT LLC/TN 14140.03%0.04%0.05%Q2 2020Q3 202314
ALPS ADVISORS INC 14140.00%0.01%0.03%Q2 2020Q3 202314
Ameritas Investment Partners, Inc. 14140.01%0.03%0.08%Q2 2020Q3 202314
UBS ASSET MANAGEMENT AMERICAS INC 14140.00%0.00%0.00%Q2 2020Q3 202314
J.P. Morgan Private Wealth Advisors LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
SHELTON CAPITAL MANAGEMENT 14140.01%0.01%0.03%Q2 2020Q3 202314
Tortoise Investment Management, LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
ROYCE & ASSOCIATES LP 14140.12%0.46%0.83%Q2 2020Q3 202314
State of Alaska, Department of Revenue 14140.01%0.03%0.04%Q2 2020Q3 202314
PRICE T ROWE ASSOCIATES INC /MD/ 14140.01%0.02%0.02%Q2 2020Q3 202314
SIGNATUREFD, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 14140.01%0.01%0.01%Q2 2020Q3 202314
GEODE CAPITAL MANAGEMENT, LLC 14140.01%0.01%0.02%Q2 2020Q3 202314
NORDEA INVESTMENT MANAGEMENT AB 14140.01%0.01%0.02%Q2 2020Q3 202314
TEXAS PERMANENT SCHOOL FUND CORP 14140.03%0.04%0.05%Q2 2020Q3 202314
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 14140.01%0.01%0.03%Q2 2020Q3 202314
STATE OF WISCONSIN INVESTMENT BOARD 14140.01%0.02%0.03%Q2 2020Q3 202314
ClariVest Asset Management LLC 14140.17%0.20%0.25%Q2 2020Q3 202314
CITIGROUP INC 14140.00%0.00%0.01%Q2 2020Q3 202314
LAZARD ASSET MANAGEMENT LLC 14140.00%0.01%0.01%Q2 2020Q3 202314
MANUFACTURERS LIFE INSURANCE COMPANY, THE 14140.00%0.00%0.00%Q2 2020Q3 202314
FIFTH THIRD BANCORP 14140.00%0.01%0.02%Q2 2020Q3 202314
State of New Jersey Common Pension Fund D 14140.01%0.01%0.02%Q2 2020Q3 202314
OSAIC HOLDINGS, INC. 14140.00%0.00%0.01%Q2 2020Q3 202314
Zurcher Kantonalbank (Zurich Cantonalbank) 14140.00%0.00%0.01%Q2 2020Q3 202314
Invesco Ltd. 14140.00%0.01%0.01%Q2 2020Q3 202314
MORGAN STANLEY 14140.00%0.00%0.01%Q2 2020Q3 202314
WELLS FARGO & COMPANY/MN 14140.00%0.00%0.01%Q2 2020Q3 202314
PROFUND ADVISORS LLC 14140.01%0.02%0.02%Q2 2020Q3 202314
Yorktown Management & Research Co Inc 14140.32%0.55%0.75%Q2 2020Q3 202314
ASSETMARK, INC 14140.00%0.00%0.00%Q2 2020Q3 202314
Rafferty Asset Management, LLC 14140.01%0.01%0.02%Q2 2020Q3 202314
AMERICAN CENTURY COMPANIES INC 14140.00%0.01%0.02%Q2 2020Q3 202314
MARTINGALE ASSET MANAGEMENT L P 14140.01%0.05%0.10%Q2 2020Q3 202314
Man Group plc 14140.00%0.02%0.05%Q2 2020Q3 202314
WCM INVESTMENT MANAGEMENT, LLC 14140.03%0.04%0.06%Q2 2020Q3 202314
Sugarloaf Wealth Management, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
US BANCORP \DE\ 14140.00%0.00%0.00%Q2 2020Q3 202314
DEUTSCHE BANK AG\ 14140.00%0.00%0.01%Q2 2020Q3 202314
IRONWOOD INVESTMENT MANAGEMENT LLC 14140.54%0.75%0.98%Q2 2020Q3 202314
RHUMBLINE ADVISERS 14140.02%0.02%0.03%Q2 2020Q3 202314
Handelsbanken Fonder AB 14140.00%0.00%0.01%Q2 2020Q3 202314
CREDIT SUISSE AG/ 14140.00%0.00%0.01%Q2 2020Q3 202314
Ensign Peak Advisors, Inc 14140.00%0.01%0.01%Q2 2020Q3 202314
ENVESTNET ASSET MANAGEMENT INC 14140.00%0.00%0.01%Q2 2020Q3 202314
FIRST TRUST ADVISORS LP 14140.00%0.01%0.03%Q2 2020Q3 202314
SYNOVUS FINANCIAL CORP 14140.01%0.01%0.01%Q2 2020Q3 202314
PRINCIPAL FINANCIAL GROUP INC 14140.01%0.02%0.03%Q2 2020Q3 202314
AQR Capital Management 14140.00%0.03%0.14%Q2 2020Q3 202314
SEI INVESTMENTS CO 14140.00%0.00%0.01%Q2 2020Q3 202314
Watchman Group, Inc. 14141.75%2.02%2.23%Q2 2020Q3 202314
BlackRock Inc. 14140.02%0.02%0.03%Q2 2020Q3 202314
Legal & General Group Plc 14140.00%0.00%0.01%Q2 2020Q3 202314
ACADIAN ASSET MANAGEMENT LLC 14140.00%0.02%0.06%Q2 2020Q3 202314
Ziegler Capital Management, LLC 14140.38%0.52%0.64%Q2 2020Q3 202314
LPL Financial LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
STIFEL FINANCIAL CORP 14140.00%0.00%0.00%Q2 2020Q3 202314
Foundry Partners, LLC 14140.25%0.48%0.78%Q2 2020Q3 202314
AMERIPRISE FINANCIAL INC 14140.01%0.01%0.01%Q2 2020Q3 202314
GOLDMAN SACHS GROUP INC 14140.00%0.01%0.01%Q2 2020Q3 202314
NORTHERN TRUST CORP 14140.01%0.02%0.02%Q2 2020Q3 202314
Kestra Advisory Services, LLC 13130.01%0.01%0.01%Q3 2020Q3 202313
ALGERT GLOBAL LLC 1120.14%0.29%0.52%Q2 2020Q3 202313
ZACKS INVESTMENT MANAGEMENT 1120.00%0.01%0.03%Q2 2020Q3 202313
Plante Moran Financial Advisors, LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Westover Capital Advisors, LLC 13130.09%0.14%0.22%Q3 2020Q3 202313
Aptus Capital Advisors, LLC 13130.03%0.06%0.10%Q3 2020Q3 202313
Squarepoint Ops LLC 850.00%0.01%0.02%Q2 2020Q3 202313
Cubist Systematic Strategies, LLC 13130.01%0.04%0.09%Q2 2020Q2 202313
BANK OF MONTREAL /CAN/ 1120.00%0.00%0.00%Q2 2020Q3 202313
VIRGINIA RETIREMENT SYSTEMS ET AL 850.01%0.01%0.02%Q2 2020Q3 202313
BLAIR WILLIAM & CO/IL 13130.00%0.00%0.00%Q3 2020Q3 202313
COMERICA BANK 1120.01%0.03%0.04%Q2 2020Q3 202313
Rockefeller Capital Management L.P. 13130.00%0.00%0.01%Q3 2020Q3 202313
Cambridge Investment Research Advisors, Inc. 1030.00%0.01%0.01%Q2 2020Q3 202313
CAPTRUST FINANCIAL ADVISORS 13130.00%0.00%0.01%Q3 2020Q3 202313
TEACHER RETIREMENT SYSTEM OF TEXAS 13130.00%0.01%0.02%Q3 2020Q3 202313
RAYMOND JAMES & ASSOCIATES 13130.00%0.00%0.01%Q3 2020Q3 202313
Grantham, Mayo, Van Otterloo & Co. LLC 1120.01%0.07%0.18%Q2 2020Q3 202313
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 850.01%0.01%0.02%Q2 2020Q3 202313
DUNCKER STREETT & CO INC 13130.03%0.51%0.70%Q3 2020Q3 202313
ARGENT CAPITAL MANAGEMENT LLC 1020.01%0.03%0.08%Q2 2020Q3 202312
BENJAMIN F. EDWARDS & COMPANY, INC. 12120.00%0.00%0.00%Q2 2020Q1 202312
PANAGORA ASSET MANAGEMENT INC 12120.01%0.03%0.10%Q2 2020Q1 202312
Parkside Financial Bank & Trust 1110.00%0.00%0.00%Q2 2020Q3 202312
BerganKDV Wealth Management, LLC 12120.08%0.10%0.14%Q3 2020Q2 202312
Cubic Asset Management, LLC 12120.20%0.28%0.34%Q4 2020Q3 202312
GUGGENHEIM CAPITAL LLC 820.00%0.01%0.02%Q2 2020Q3 202312
CI INVESTMENTS INC. 12120.00%0.00%0.00%Q4 2020Q3 202312
MACKENZIE FINANCIAL CORP 1020.00%0.00%0.00%Q2 2020Q3 202312
WESTWOOD HOLDINGS GROUP INC 12120.27%0.39%0.57%Q2 2020Q1 202312
Gotham Asset Management, LLC 840.01%0.06%0.10%Q2 2020Q3 202312
Legacy Wealth Asset Management, LLC 12120.17%0.25%0.30%Q4 2020Q3 202312
TCI Wealth Advisors, Inc. 12120.00%0.00%0.01%Q2 2020Q1 202312
HSBC HOLDINGS PLC 930.00%0.00%0.00%Q2 2020Q2 202312
VAN ECK ASSOCIATES CORP 11110.00%0.00%0.00%Q1 2021Q3 202311
EVERENCE CAPITAL MANAGEMENT INC 11110.05%0.07%0.10%Q2 2020Q4 202211
AVIVA PLC 830.00%0.01%0.01%Q2 2020Q3 202311
RENAISSANCE GROUP LLC 11110.05%0.07%0.10%Q1 2021Q3 202311
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 11110.01%0.06%0.21%Q2 2020Q4 202211
Capital International Investors 11110.00%0.00%0.01%Q1 2021Q3 202311
COMMONWEALTH EQUITY SERVICES, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Renaissance Technologies 920.00%0.01%0.04%Q3 2020Q3 202311
GSA CAPITAL PARTNERS LLP 520.02%0.12%0.32%Q3 2020Q3 202311
DekaBank Deutsche Girozentrale 1010.00%0.01%0.01%Q4 2020Q3 202311
PUBLIC SECTOR PENSION INVESTMENT BOARD 11110.05%0.06%0.07%Q2 2020Q4 202211
Harfst & Associates, Inc. 11110.32%0.47%0.74%Q1 2021Q3 202311
NATIXIS 920.00%0.00%0.00%Q4 2020Q3 202311
Vident Investment Advisory, LLC 650.06%0.08%0.11%Q2 2020Q2 202311
D.A. DAVIDSON & CO. 11110.01%0.01%0.02%Q1 2021Q3 202311
Quadrature Capital Ltd 1010.01%0.03%0.08%Q3 2020Q2 202311
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 11110.01%0.01%0.01%Q4 2020Q2 202311
ExodusPoint Capital Management, LP 920.00%0.02%0.05%Q3 2020Q3 202311
SIMPLEX TRADING, LLC 830.00%0.00%0.00%Q2 2020Q3 202311
NORGES BANK 11110.01%0.01%0.01%Q2 2020Q4 202211
Copeland Capital Management, LLC 11110.31%1.21%1.68%Q1 2021Q3 202311
ADAGE CAPITAL PARTNERS GP, L.L.C. 11110.01%0.03%0.07%Q4 2020Q2 202311
Neuberger Berman Group LLC 1010.00%0.00%0.00%Q3 2020Q3 202311
CX Institutional 650.00%0.06%0.28%Q3 2020Q3 202311
FIRST HAWAIIAN BANK 830.01%0.01%0.01%Q3 2020Q2 202311
TRUIST FINANCIAL CORP 620.00%0.00%0.00%Q2 2020Q3 202310
MACQUARIE GROUP LTD 10100.00%0.00%0.00%Q2 2020Q3 202210
IFP Advisors, Inc 10100.00%0.00%0.01%Q2 2021Q3 202310
Advisors Asset Management, Inc. 910.00%0.00%0.00%Q2 2020Q3 202310
SRS Capital Advisors, Inc. 10100.00%0.00%0.00%Q2 2021Q3 202310
DUPONT CAPITAL MANAGEMENT CORP 910.00%0.07%0.11%Q4 2020Q2 202310
Hillsdale Investment Management Inc. 10100.06%0.30%0.61%Q2 2020Q3 202210
State of Wyoming 10100.03%0.07%0.11%Q2 2021Q3 202310
Quantbot Technologies LP 420.00%0.04%0.10%Q3 2020Q2 202310
Arkadios Wealth Advisors 640.00%0.02%0.04%Q4 2020Q3 202310
MAI Capital Management 10100.00%0.01%0.01%Q2 2021Q3 202310
McIlrath & Eck, LLC 10100.02%0.02%0.04%Q2 2021Q3 202310
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 10100.04%0.05%0.06%Q2 2021Q3 202310
XPONANCE, INC. 810.00%0.01%0.01%Q2 2021Q3 20239
ADVISORY RESEARCH INC 720.06%0.10%0.16%Q2 2020Q3 20239
WILEN INVESTMENT MANAGEMENT CORP. 990.24%0.26%0.31%Q3 2020Q3 20229
Baird Financial Group, Inc. 990.00%0.00%0.00%Q3 2021Q3 20239
Jackson Creek Investment Advisors LLC 990.32%0.37%0.44%Q3 2020Q3 20229
FIRST CITIZENS BANK & TRUST CO 990.01%0.02%0.02%Q2 2020Q2 20229
TD ASSET MANAGEMENT INC 630.00%0.00%0.01%Q2 2020Q4 20229
CENTRAL TRUST Co 990.00%0.00%0.00%Q3 2021Q3 20239
NORTH POINT PORTFOLIO MANAGERS CORP/OH 810.05%2.08%2.66%Q2 2020Q3 20239
SummerHaven Investment Management, LLC 990.47%0.54%0.59%Q3 2021Q3 20239
Private Capital Group, LLC 990.01%0.01%0.02%Q2 2020Q2 20229
Patriot Financial Group Insurance Agency, LLC 990.00%0.00%0.00%Q2 2020Q2 20229
HRT FINANCIAL LP 420.01%0.04%0.19%Q3 2020Q2 20239
ADVISOR PARTNERS LLC 990.02%0.03%0.04%Q2 2020Q2 20229
Assenagon Asset Management S.A. 420.00%0.03%0.06%Q1 2021Q3 20239
AXA S.A. 610.00%0.01%0.02%Q2 2020Q3 20239
Clearview Wealth Advisors LLC 990.01%0.01%0.01%Q2 2021Q2 20239
CORNERCAP INVESTMENT COUNSEL INC 530.06%0.13%0.18%Q1 2020Q3 20228
Total Clarity Wealth Management, Inc. 880.08%0.15%0.21%Q1 2021Q4 20228
BENJAMIN EDWARDS INC 880.05%0.06%0.08%Q4 2021Q3 20238
Clarkston Capital Partners, LLC 880.00%0.00%0.01%Q1 2021Q4 20228
Baldrige Asset Management LLC 880.27%0.32%0.35%Q2 2021Q1 20238
Allspring Global Investments Holdings, LLC 880.02%0.10%0.17%Q4 2021Q3 20238
CWM, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
LSV ASSET MANAGEMENT 620.00%0.00%0.00%Q2 2020Q3 20238
Asset Management Resources, LLC 880.18%0.22%0.28%Q4 2021Q3 20238
NFJ INVESTMENT GROUP, LLC 880.08%0.12%0.21%Q1 2021Q4 20228
COLONY GROUP LLC 880.01%0.01%0.02%Q4 2020Q3 20228
JFS WEALTH ADVISORS, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
PARK AVENUE SECURITIES LLC 710.01%0.01%0.01%Q2 2021Q3 20238
Henrickson Nauta Wealth Advisors, Inc. 881.18%3.16%8.82%Q4 2021Q3 20238
Zebra Capital Management LLC 711.12%2.28%3.14%Q2 2020Q1 20238
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 410.00%0.02%0.04%Q2 2020Q2 20238
EverSource Wealth Advisors, LLC 880.00%0.01%0.02%Q4 2021Q3 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.04%0.05%0.06%Q4 2021Q3 20238
BROWN BROTHERS HARRIMAN & CO 880.00%0.00%0.00%Q1 2021Q4 20228
PICTET ASSET MANAGEMENT SA 880.04%0.06%0.09%Q3 2021Q2 20238
Covestor Ltd 880.06%0.10%0.13%Q4 2021Q3 20238
EVERGREEN CAPITAL MANAGEMENT LLC 530.01%0.01%0.01%Q3 2021Q3 20238
Summit Global Investments 610.02%0.09%0.20%Q1 2021Q3 20238
Diversified Trust Co 410.01%0.02%0.04%Q2 2020Q2 20238
VOLORIDGE INVESTMENT MANAGEMENT, LLC 530.00%0.01%0.02%Q3 2020Q3 20228
SAWGRASS ASSET MANAGEMENT LLC 620.02%0.02%0.03%Q2 2020Q2 20228
Marks Group Wealth Management, Inc 880.05%0.05%0.06%Q4 2021Q3 20238
IndexIQ Advisors LLC 880.00%0.01%0.02%Q2 2020Q1 20228
Tarbox Family Office, Inc. 880.00%0.00%0.00%Q2 2020Q1 20228
HUNTINGTON NATIONAL BANK 880.00%0.00%0.00%Q4 2021Q3 20238
PARAMETRIC PORTFOLIO ASSOCIATES LLC 880.01%0.01%0.01%Q2 2020Q1 20228
Baystate Wealth Management LLC 880.00%0.00%0.01%Q4 2021Q3 20238
EXCHANGE TRADED CONCEPTS, LLC 610.00%0.00%0.01%Q4 2020Q4 20238
Csenge Advisory Group 510.02%0.02%0.03%Q3 2020Q2 20238
NorthCrest Asset Manangement, LLC 880.06%0.08%0.11%Q4 2021Q3 20238
Campbell & CO Investment Adviser LLC 410.06%0.29%0.70%Q3 2020Q3 20238
Sageworth Trust Co 880.00%0.00%0.00%Q2 2021Q1 20238
PERSONAL CFO SOLUTIONS, LLC 510.05%0.06%0.07%Q2 2021Q3 20238
PUTNAM INVESTMENTS LLC 880.00%0.01%0.01%Q4 2021Q3 20238
Archer Investment Corp 770.02%0.03%0.03%Q1 2022Q3 20237
BARCLAYS PLC 770.00%0.00%0.01%Q1 2022Q3 20237
Ergoteles LLC 520.01%0.09%0.45%Q2 2021Q1 20237
AlphaCrest Capital Management LLC 610.01%0.04%0.07%Q2 2020Q3 20227
Hillcrest Asset Management LLC 771.92%2.37%3.27%Q2 2020Q4 20217
BAILARD, INC. 610.01%0.02%0.02%Q2 2020Q3 20237
Versor Investments LP 610.02%0.09%0.16%Q3 2020Q3 20237
ARGI Investment Services, LLC 610.01%0.04%0.08%Q2 2020Q1 20227
BLUESTEIN R H & CO LLC 770.01%0.01%0.01%Q1 2021Q3 20227
Pacer Advisors, Inc. 520.00%0.05%0.14%Q2 2020Q3 20237
B. Metzler seel. Sohn & Co. AG 770.03%0.04%0.07%Q1 2022Q3 20237
Global Retirement Partners, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Lindbrook Capital, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Aurora Investment Counsel 770.32%0.53%0.73%Q2 2020Q4 20217
Verition Fund Management LLC 320.00%0.01%0.01%Q3 2020Q3 20237
OBERWEIS ASSET MANAGEMENT INC/ 610.05%0.11%0.25%Q1 2021Q4 20227
PineBridge Investments, L.P. 770.00%0.00%0.00%Q4 2021Q2 20237
Fieldpoint Private Securities, LLC 770.00%0.01%0.01%Q4 2020Q2 20227
Systematic Alpha Investments, LLC 770.01%0.02%0.04%Q1 2022Q3 20237
Brandywine Global Investment Management, LLC 770.04%0.07%0.10%Q3 2021Q1 20237
Clearstead Advisors, LLC 770.00%0.00%0.00%Q3 2021Q1 20237
Raymond James Financial Services Advisors, Inc. 320.00%0.00%0.00%Q3 2021Q3 20237
WEDGE CAPITAL MANAGEMENT L L P/NC 770.09%0.10%0.11%Q1 2022Q3 20237
Dynamic Technology Lab Private Ltd 510.06%0.10%0.22%Q2 2020Q1 20237
MERITAGE PORTFOLIO MANAGEMENT 770.02%0.02%0.03%Q1 2022Q3 20237
Advantage Alpha Capital Partners LP 430.54%0.78%1.09%Q4 2021Q3 20237
Capital Advisory Group Advisory Services, LLC 610.00%0.00%0.00%Q2 2020Q1 20227
Allworth Financial LP 520.00%0.00%0.00%Q4 2021Q3 20237
Horan Securities, Inc. 310.00%0.02%0.05%Q2 2021Q2 20237
NOMURA ASSET MANAGEMENT CO LTD 770.00%0.00%0.00%Q1 2022Q3 20237
EATON VANCE MANAGEMENT 770.00%0.00%0.00%Q1 2021Q3 20227
FIRST QUADRANT LLC/CA 770.13%0.17%0.20%Q2 2020Q4 20217
Covalent Partners LLC 770.64%5.42%9.14%Q4 2020Q2 20227
JOURNEY STRATEGIC WEALTH LLC 520.02%0.03%0.03%Q4 2021Q3 20237
Engineers Gate Manager LP 320.01%0.03%0.05%Q2 2020Q3 20237
MASSMUTUAL TRUST CO FSB/ADV 610.00%0.00%0.00%Q1 2022Q4 20237
BFSG, LLC 660.30%0.38%0.44%Q4 2020Q1 20226
WINTON GROUP Ltd 660.02%0.06%0.09%Q2 2022Q3 20236
FORA Capital, LLC 210.01%0.04%0.08%Q2 2020Q1 20236
Kingsview Wealth Management, LLC 420.02%0.03%0.04%Q2 2020Q3 20236
DENALI ADVISORS LLC 660.00%0.45%1.66%Q2 2022Q3 20236
South Dakota Investment Council 660.02%0.03%0.04%Q2 2022Q3 20236
Disciplined Investments, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
PATHSTONE FAMILY OFFICE, LLC 310.00%0.00%0.00%Q2 2020Q3 20236
Covington Capital Management 660.00%0.00%0.00%Q2 2021Q3 20226
Harvest Fund Management Co., Ltd 510.00%0.01%0.02%Q3 2020Q3 20226
FourThought Financial, LLC 660.02%0.02%0.02%Q2 2021Q3 20226
SJS Investment Consulting Inc. 510.00%0.00%0.00%Q1 2022Q3 20236
Mirae Asset Global Investments Co., Ltd. 660.00%0.01%0.01%Q2 2022Q3 20236
BALYASNY ASSET MANAGEMENT L.P. 410.00%0.01%0.02%Q4 2020Q3 20236
Qube Research & Technologies Ltd 510.00%0.01%0.02%Q3 2021Q3 20236
Ellevest, Inc. 660.00%0.01%0.01%Q4 2021Q1 20236
Geneos Wealth Management Inc. 660.00%0.00%0.01%Q4 2020Q1 20226
PRUDENTIAL PLC 510.00%0.01%0.01%Q3 2020Q3 20236
PRIVATE TRUST CO NA 660.00%0.00%0.00%Q2 2022Q3 20236
Vestcor Inc 660.00%0.02%0.06%Q2 2022Q3 20236
Intersect Capital LLC 660.04%0.05%0.07%Q1 2021Q2 20226
Alberta Investment Management Corp 510.01%0.01%0.02%Q2 2020Q3 20236
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
PDT Partners, LLC 310.02%0.06%0.13%Q3 2020Q3 20226
XTX Topco Ltd 510.05%0.10%0.17%Q4 2021Q3 20236
Snowden Capital Advisors LLC 660.01%0.02%0.02%Q2 2022Q3 20236
Schubert & Co 660.00%0.00%0.00%Q4 2021Q1 20236
Legend Financial Advisors, Inc. 420.41%0.46%0.62%Q3 2020Q1 20226
Sageworth Trust Co of South Dakota 660.03%0.03%0.04%Q4 2021Q1 20236
Edge Wealth Management LLC 660.00%0.00%0.00%Q3 2020Q4 20216
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 310.00%0.02%0.05%Q3 2020Q3 20235
Metis Global Partners, LLC 550.01%0.02%0.04%Q3 2022Q3 20235
Virtus Investment Advisers, Inc. 550.20%0.35%0.45%Q3 2022Q3 20235
Maryland State Retirement & Pension System 410.05%0.06%0.06%Q3 2021Q4 20225
MONEY CONCEPTS CAPITAL CORP 550.00%0.01%0.02%Q4 2021Q4 20225
Employees Retirement System of Texas 550.02%0.03%0.04%Q2 2020Q2 20215
Point72 Hong Kong Ltd 210.00%0.00%0.01%Q3 2020Q2 20225
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 410.00%0.00%0.00%Q2 2021Q2 20235
Financial Management Professionals, Inc. 320.00%0.00%0.01%Q1 2021Q3 20235
Advisory Services Network, LLC 210.00%0.00%0.00%Q3 2020Q1 20235
AdvisorNet Financial, Inc 410.00%0.00%0.00%Q2 2021Q3 20235
Origin Asset Management LLP 210.03%0.06%0.09%Q1 2021Q4 20225
NewEdge Advisors, LLC 410.00%0.00%0.01%Q4 2021Q3 20235
Bell Investment Advisors, Inc 550.00%0.00%0.00%Q3 2022Q3 20235
Jump Financial, LLC 410.03%0.09%0.16%Q4 2021Q1 20235
T. Rowe Price Investment Management, Inc. 550.11%0.12%0.14%Q3 2022Q3 20235
RAYMOND JAMES TRUST N.A. 410.01%0.01%0.01%Q4 2021Q3 20235
FARMERS & MERCHANTS INVESTMENTS INC 550.00%0.00%0.00%Q3 2022Q3 20235
American Portfolios Advisors 550.00%0.00%0.00%Q3 2020Q3 20215
Mariner, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Trexquant Investment LP 210.01%0.02%0.05%Q3 2020Q2 20235
PICTET ASSET MANAGEMENT LTD 550.02%0.03%0.04%Q2 2020Q2 20215
Penobscot Investment Management Company, Inc. 550.04%0.04%0.04%Q4 2021Q4 20225
ADVISOR PARTNERS II, LLC 550.02%0.02%0.02%Q3 2022Q3 20235
FORTEM FINANCIAL GROUP, LLC 550.20%0.29%0.36%Q3 2022Q3 20235
CIBC Asset Management Inc 550.00%0.00%0.00%Q4 2020Q4 20215
Cresset Asset Management, LLC 220.00%0.00%0.01%Q2 2021Q3 20234
Bridgewater Associates 210.00%0.01%0.03%Q2 2022Q3 20234
Creative Planning 440.00%0.00%0.00%Q4 2022Q3 20234
Legacy Trust 440.30%0.34%0.38%Q4 2022Q3 20234
WELLINGTON MANAGEMENT GROUP LLP 210.00%0.00%0.00%Q2 2020Q1 20234
SG Capital Management LLC 441.77%6.07%8.87%Q2 2020Q1 20214
Bayesian Capital Management, LP 210.04%0.05%0.08%Q1 2022Q2 20234
RFP Financial Group LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Virtu Financial LLC 110.03%0.04%0.05%Q4 2020Q1 20234
Aquatic Capital Management LLC 310.06%0.09%0.11%Q1 2022Q1 20234
MML INVESTORS SERVICES, LLC 210.00%0.00%0.00%Q2 2021Q3 20234
MARSHALL WACE, LLP 310.00%0.01%0.02%Q1 2020Q1 20224
TFO Wealth Partners, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
D. E. Shaw & Co., Inc. 310.00%0.00%0.00%Q3 2020Q1 20234
DUALITY ADVISERS, LP 220.05%0.14%0.24%Q3 2020Q3 20214
Legato Capital Management LLC 440.18%0.19%0.20%Q4 2022Q3 20234
Empowered Funds, LLC 440.16%0.23%0.29%Q4 2022Q3 20234
AMUNDI ASSET MANAGEMENT US, INC. 440.00%0.00%0.00%Q2 2020Q1 20214
Steward Financial Group LLC 210.00%0.00%0.00%Q2 2022Q3 20234
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 440.05%0.06%0.06%Q2 2020Q1 20214
AJO, LP 440.02%0.08%0.14%Q1 2020Q4 20204
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
SCHRODER INVESTMENT MANAGEMENT GROUP 440.00%0.00%0.01%Q3 2020Q2 20214
CALDWELL SUTTER CAPITAL, INC. 440.05%0.06%0.07%Q4 2022Q3 20234
Centerpoint Advisors, LLC 440.00%0.01%0.01%Q4 2022Q3 20234
WHITTIER TRUST CO 440.00%0.00%0.00%Q4 2022Q3 20234
JONES FINANCIAL COMPANIES LLLP 440.00%0.00%0.00%Q1 2021Q4 20214
Park Place Capital Corp 440.00%0.00%0.00%Q4 2022Q3 20234
Inspire Investing, LLC 220.06%0.07%0.09%Q2 2020Q2 20214
TORONTO DOMINION BANK 210.00%0.00%0.00%Q2 2021Q3 20234
Schonfeld Strategic Advisors LLC 110.00%0.01%0.02%Q1 2021Q1 20234
JOHNSON INVESTMENT COUNSEL INC 440.02%0.02%0.02%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
ROYAL LONDON ASSET MANAGEMENT LTD 440.00%0.00%0.00%Q4 2022Q3 20234
Virtus Fund Advisers, LLC 440.19%0.24%0.32%Q4 2022Q3 20234
MACKAY SHIELDS LLC 440.03%0.03%0.03%Q2 2020Q1 20214
J. W. Coons Advisors, LLC 440.06%0.10%0.13%Q4 2022Q3 20234
Crewe Advisors LLC 440.00%0.00%0.00%Q2 2022Q1 20234
Moran Wealth Management, LLC 440.20%0.24%0.28%Q4 2022Q3 20234
Magnus Financial Group LLC 330.02%0.03%0.04%Q2 2020Q4 20203
MASON STREET ADVISORS, LLC 330.02%0.02%0.02%Q2 2020Q4 20203
SMITH ASSET MANAGEMENT GROUP LP 330.03%0.03%0.03%Q2 2020Q4 20203
Financial Gravity Asset Management, Inc. 330.00%0.00%0.01%Q4 2022Q2 20233
SEVEN EIGHT CAPITAL, LP 210.05%0.07%0.10%Q3 2020Q3 20233
Teza Capital Management LLC 110.03%0.12%0.29%Q3 2020Q1 20233
Measured Wealth Private Client Group, LLC 330.11%0.15%0.17%Q1 2023Q3 20233
TWO SIGMA ADVISERS, LP 210.00%0.00%0.00%Q2 2020Q3 20233
Laurel Wealth Advisors LLC 210.00%0.02%0.03%Q2 2021Q3 20233
Illinois Municipal Retirement Fund 330.04%0.05%0.06%Q1 2023Q3 20233
Harel Insurance Investments & Financial Services Ltd. 330.00%0.00%0.00%Q3 2020Q1 20213
CIM INVESTMENT MANAGEMENT INC 330.08%0.09%0.10%Q1 2023Q3 20233
Holocene Advisors, LP 210.01%0.01%0.01%Q1 2021Q4 20213
ASSOCIATED BANC-CORP 330.00%0.00%0.00%Q2 2020Q4 20203
AIGEN INVESTMENT MANAGEMENT, LP 110.04%0.04%0.04%Q3 2022Q3 20233
Aperio Group, LLC 330.01%0.01%0.01%Q2 2020Q4 20203
Cornerstone Planning Group LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Freedom Investment Management, Inc. 330.02%0.02%0.02%Q2 2022Q4 20223
Arete Wealth Advisors, LLC 110.02%0.08%0.16%Q3 2022Q3 20233
MQS Management LLC 210.16%0.21%0.26%Q2 2022Q1 20233
HENNESSY ADVISORS INC 330.18%0.19%0.21%Q2 2020Q4 20203
Marshall Wace North America L.P. 330.02%0.02%0.04%Q1 2020Q3 20203
NATIONAL BANK OF CANADA /FI/ 330.00%0.00%0.00%Q3 2022Q1 20233
NEXT Financial Group, Inc 330.00%0.00%0.00%Q2 2021Q4 20213
Retirement Systems of Alabama 330.03%0.03%0.04%Q1 2023Q3 20233
Convergence Investment Partners, LLC 210.09%0.22%0.30%Q2 2020Q1 20213
Gallacher Capital Management LLC 330.12%0.15%0.18%Q1 2023Q3 20233
STEPHENS INC /AR/ 330.03%0.03%0.03%Q1 2023Q3 20233
SECURIAN ASSET MANAGEMENT, INC 330.01%0.01%0.02%Q1 2023Q3 20233
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 330.01%0.01%0.01%Q2 2022Q4 20223
Vanguard Personalized Indexing Management, LLC 330.02%0.03%0.03%Q1 2023Q3 20233
Quarry LP 210.00%0.00%0.01%Q4 2022Q3 20233
Jacobi Capital Management LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Robeco Institutional Asset Management B.V. 330.01%0.01%0.01%Q2 2020Q4 20203
STATE OF MICHIGAN RETIREMENT SYSTEM 330.01%0.01%0.01%Q1 2023Q3 20233
HARBOUR INVESTMENTS, INC. 330.00%0.00%0.00%Q1 2021Q3 20213
ROBERTS GLORE & CO INC /IL/ 210.05%0.06%0.07%Q4 2021Q3 20233
ICA Group Wealth Management, LLC 330.01%0.02%0.02%Q4 2022Q2 20233
Sowell Financial Services LLC 210.00%0.00%0.01%Q2 2020Q1 20213
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 330.04%0.05%0.06%Q1 2023Q3 20233
Graham Capital Management, L.P. 210.02%0.04%0.05%Q4 2021Q1 20233
GREAT LAKES ADVISORS, LLC 330.01%0.02%0.02%Q1 2023Q3 20233
HARVEST GROUP WEALTH MANAGEMENT, LLC 330.00%0.00%0.00%Q2 2020Q4 20203
Mitsubishi UFJ Trust & Banking Corp 210.00%0.00%0.00%Q1 2021Q3 20233
Hexagon Capital Partners LLC 330.00%0.00%0.00%Q2 2022Q4 20223
CANADA PENSION PLAN INVESTMENT BOARD 110.00%0.00%0.00%Q4 2020Q1 20223
True Wealth Design, LLC 210.29%0.34%0.38%Q4 2022Q3 20233
ONTARIO TEACHERS PENSION PLAN BOARD 330.01%0.02%0.02%Q1 2023Q3 20233
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 330.03%0.03%0.04%Q1 2023Q3 20233
Tidal Investments LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Manchester Capital Management LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Steward Partners Investment Advisory, LLC 330.00%0.00%0.00%Q2 2022Q4 20223
Cascade Investment Advisors, Inc. 220.84%0.91%0.98%Q2 2023Q3 20232
Berman Capital Advisors, LLC 220.00%0.00%0.01%Q2 2021Q3 20212
Avior Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Argent Trust Co 220.02%0.02%0.02%Q2 2023Q3 20232
Empirical Finance, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Granite Investment Partners, LLC 220.21%0.22%0.22%Q2 2023Q3 20232
Amundi 220.00%0.00%0.00%Q2 2021Q3 20212
Ameritas Advisory Services, LLC 110.00%0.01%0.02%Q4 2021Q1 20232
Claro Advisors LLC 220.20%0.21%0.22%Q2 2023Q3 20232
Intrinsic Edge Capital Management LLC 220.19%0.20%0.21%Q3 2020Q4 20202
FRIESS ASSOCIATES LLC 221.26%1.31%1.35%Q2 2020Q3 20202
BOKF, NA 220.00%0.00%0.00%Q2 2023Q3 20232
Leucadia National 220.00%0.00%0.01%Q2 2023Q3 20232
World Asset Management Inc 220.02%0.02%0.02%Q1 2021Q2 20212
FCF Advisors LLC 220.31%0.34%0.38%Q3 2023Q4 20232
Cetera Investment Advisers 220.00%0.00%0.00%Q2 2023Q3 20232
Matarin Capital Management, LLC 220.39%0.40%0.42%Q2 2020Q3 20202
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q3 20222
COLDSTREAM CAPITAL MANAGEMENT INC 220.01%0.01%0.01%Q2 2023Q3 20232
SEIZERT CAPITAL PARTNERS, LLC 220.09%0.12%0.14%Q2 2023Q3 20232
BOGLE INVESTMENT MANAGEMENT L P /DE/ 220.10%0.15%0.20%Q2 2020Q3 20202
LEUTHOLD GROUP, LLC 220.32%0.34%0.36%Q3 2020Q4 20202
Ethic Inc. 110.01%0.01%0.01%Q1 2022Q1 20232
Y-Intercept (Hong Kong) Ltd 110.03%0.04%0.04%Q3 2022Q1 20232
BI Asset Management Fondsmaeglerselskab A/S 220.02%0.02%0.02%Q4 2020Q1 20212
Bridgefront Capital, LLC 110.27%0.33%0.39%Q1 2022Q1 20232
Sonora Investment Management, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Edgestream Partners, L.P. 220.09%0.12%0.16%Q2 2023Q3 20232
Blueshift Asset Management, LLC 110.04%0.04%0.04%Q1 2021Q1 20222
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 220.05%0.25%0.46%Q2 2023Q3 20232
Dakota Wealth Management 220.01%0.01%0.01%Q2 2023Q3 20232
GPS Wealth Strategies Group, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
City State Bank 220.02%0.02%0.02%Q2 2023Q3 20232
Bridgewater Advisors Inc. 220.28%0.30%0.33%Q2 2023Q3 20232
Modera Wealth Management, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
ISLAY CAPITAL MANAGEMENT, LLC 220.08%0.10%0.12%Q3 2021Q4 20212
Cetera Advisor Networks LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Byrne Asset Management LLC 220.05%0.05%0.05%Q1 2023Q2 20232
Ameritas Investment Company, LLC 220.02%0.02%0.02%Q1 2021Q2 20212
TWINBEECH CAPITAL LP 110.06%0.09%0.12%Q2 2022Q1 20232
HighTower Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
UNITED CAPITAL FINANCIAL ADVISORS, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
EMERALD ADVISERS, LLC 220.00%0.00%0.00%Q2 2020Q3 20202
Quantinno Capital Management LP 220.18%0.28%0.39%Q3 2020Q4 20202
AIA Group Ltd 220.04%0.05%0.05%Q2 2023Q3 20232
First Trust Direct Indexing L.P. 110.03%0.03%0.03%Q4 2020Q4 20212
Penserra Capital Management LLC 110.00%0.02%0.05%Q1 2021Q3 20232
GROUP ONE TRADING, L.P. 220.00%0.00%0.00%Q2 2021Q3 20212
Point72 Middle East FZE 220.01%0.02%0.03%Q1 2023Q2 20232
Monarch Partners Asset Management LLC 220.76%1.14%1.51%Q2 2020Q3 20202
Raleigh Capital Management Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
LS Investment Advisors, LLC 220.01%0.01%0.01%Q2 2020Q3 20202
Verity Asset Management, Inc. 220.14%0.15%0.17%Q2 2021Q3 20212
GLENMEDE TRUST CO NA 220.00%0.00%0.00%Q2 2020Q3 20202
Stonebridge Capital Advisors LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Silicon Valley Capital Partners 220.00%0.00%0.00%Q4 2022Q1 20232
Millrace Asset Group, Inc. 220.72%0.79%0.87%Q4 2021Q1 20222
Glassman Wealth Services 220.00%0.00%0.00%Q1 2022Q2 20222
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Cornerstone Investment Partners, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
FLAGSHIP HARBOR ADVISORS, LLC 220.00%0.00%0.00%Q2 2020Q3 20202
AE Wealth Management LLC 220.00%0.00%0.00%Q4 2021Q1 20222
INCEPTIONR LLC 220.40%0.46%0.52%Q2 2023Q3 20232
Walleye Capital LLC 110.00%0.00%0.01%Q3 2022Q3 20232
Paloma Partners Management Co 110.02%0.02%0.02%Q3 2020Q1 20222
EMERALD MUTUAL FUND ADVISERS TRUST 220.00%0.00%0.00%Q2 2020Q3 20202
TUDOR INVESTMENT CORP ET AL 220.01%0.01%0.02%Q4 2021Q1 20222
LEVEL FOUR ADVISORY SERVICES, LLC 220.01%0.01%0.02%Q1 2023Q2 20232
Pictet Asset Management Holding SA 110.10%0.10%0.10%Q3 2023Q3 20231
Jefferies Group LLC 110.00%0.00%0.00%Q4 2021Q4 20211
CROWN ADVISORS MANAGEMENT, INC. 111.47%1.47%1.47%Q3 2020Q3 20201
Shellback Capital, LP 110.24%0.24%0.24%Q2 2021Q2 20211
EA Series Trust 110.18%0.18%0.18%Q2 2023Q2 20231
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Cipher Capital LP 110.04%0.04%0.04%Q1 2023Q1 20231
AlphaMark Advisors, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
Orion Portfolio Solutions, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
GENDELL JEFFREY L 110.10%0.10%0.10%Q2 2020Q2 20201
Column Capital Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
MIRABELLA FINANCIAL SERVICES LLP 110.13%0.13%0.13%Q1 2021Q1 20211
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Capital Analysts, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Itau Unibanco Holding S.A. 110.01%0.01%0.01%Q1 2023Q1 20231
LGT Financial Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Delos Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
BNP PARIBAS FINANCIAL MARKETS 110.01%0.01%0.01%Q3 2022Q3 20221
Ellsworth Advisors, LLC 111.36%1.36%1.36%Q1 2023Q1 20231
Center for Financial Planning, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
Bowling Portfolio Management LLC 110.07%0.07%0.07%Q3 2020Q3 20201
Certified Advisory Corp 110.01%0.01%0.01%Q1 2021Q1 20211
Headlands Technologies LLC 110.03%0.03%0.03%Q3 2023Q3 20231
REGIONS FINANCIAL CORP 110.00%0.00%0.00%Q4 2021Q4 20211
TOTH FINANCIAL ADVISORY CORP 110.00%0.00%0.00%Q2 2021Q2 20211
THOMPSON INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
SkyOak Wealth, LLC 110.06%0.06%0.06%Q1 2022Q1 20221
TSFG, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
WASATCH ADVISORS LP 110.21%0.21%0.21%Q3 2023Q3 20231
Allred Capital Management, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Golden Green, Inc. 110.26%0.26%0.26%Q1 2023Q1 20231
WESBANCO BANK INC 110.03%0.03%0.03%Q3 2023Q3 20231
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 110.01%0.01%0.01%Q3 2023Q3 20231
Virtue Capital Management, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
Ground Swell Capital, LLC 110.37%0.37%0.37%Q1 2023Q1 20231
25 LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Amalgamated Financial Corp. 110.02%0.02%0.02%Q1 2022Q1 20221
Aaron Wealth Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
BANK OF NOVA SCOTIA 110.00%0.00%0.00%Q1 2023Q1 20231
Abundance Wealth Counselors 110.00%0.00%0.00%Q1 2021Q1 20211
Avion Wealth 110.00%0.00%0.00%Q1 2023Q1 20231
Canton Hathaway, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Gunderson Capital Management Inc. 111.66%1.66%1.66%Q1 2021Q1 20211
DARK FOREST CAPITAL MANAGEMENT LP 110.05%0.05%0.05%Q1 2023Q1 20231
Planned Solutions, Inc. 110.03%0.03%0.03%Q4 2020Q4 20201
USA FINANCIAL FORMULAS 110.03%0.03%0.03%Q3 2020Q3 20201
Grant Street Asset Management, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
My Personal CFO, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
MCDONALD PARTNERS LLC 110.00%0.00%0.00%Q4 2021Q4 20211
WELD CAPITAL MANAGEMENT LLC 110.11%0.11%0.11%Q3 2020Q3 20201
C M BIDWELL & ASSOCIATES LTD 110.14%0.14%0.14%Q2 2021Q2 20211
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q1 2021Q1 20211
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q2 2021Q2 20211
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 110.00%0.00%0.00%Q3 2021Q3 20211
Atom Investors LP 110.16%0.16%0.16%Q3 2020Q3 20201
MIZUHO SECURITIES USA LLC 110.03%0.03%0.03%Q3 2022Q3 20221
JLB & ASSOCIATES INC 110.05%0.05%0.05%Q3 2023Q3 20231
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Concord Wealth Partners 110.00%0.00%0.00%Q4 2022Q4 20221
HARBOR CAPITAL ADVISORS, INC. 110.00%0.00%0.00%Q2 2023Q2 20231
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Stone Ridge Asset Management LLC 110.15%0.15%0.15%Q2 2020Q2 20201
Centiva Capital, LP 110.04%0.04%0.04%Q3 2021Q3 20211
Pinnacle Wealth Planning Services, Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
QRG CAPITAL MANAGEMENT, INC. 110.08%0.08%0.08%Q3 2023Q3 20231
Vident Advisory, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Kula Investments, LLC 110.28%0.28%0.28%Q1 2023Q1 20231
EAM Investors, LLC 110.37%0.37%0.37%Q3 2020Q3 20201
Eudaimonia Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
COMERICA SECURITIES,INC. 110.00%0.00%0.00%Q4 2022Q4 20221
Bank of New Hampshire 110.01%0.01%0.01%Q1 2022Q1 20221
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Spire Wealth Management 110.00%0.00%0.00%Q2 2022Q2 20221
Annis Gardner Whiting Capital Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
MAVERICK CAPITAL LTD 110.00%0.00%0.00%Q2 2021Q2 20211
DIVIDEND ASSETS CAPITAL, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
NumerixS Investment Technologies Inc 110.02%0.02%0.02%Q2 2020Q2 20201
Wealthcare Advisory Partners LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Cordant, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
AXQ CAPITAL, LP 110.30%0.30%0.30%Q2 2023Q2 20231
VALLEY NATIONAL ADVISERS INC 110.00%0.00%0.00%Q1 2023Q1 20231
Mitsubishi UFJ Asset Management Co., Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Buck Wealth Strategies, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
BOOTHBAY FUND MANAGEMENT, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Prospera Financial Services Inc 110.00%0.00%0.00%Q1 2022Q1 20221
Altus Wealth Group LLC 110.14%0.14%0.14%Q3 2023Q3 20231
Paragon Capital Management Ltd 110.04%0.04%0.04%Q4 2021Q4 20211
Castleview Partners, LLC 110.05%0.05%0.05%Q1 2022Q1 20221
Bogart Wealth, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Capital Asset Advisory Services LLC 110.01%0.01%0.01%Q4 2020Q4 20201
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
AlphaOne Investment Services, LLC 110.35%0.35%0.35%Q2 2020Q2 20201
Redwood Investment Management, LLC 110.08%0.08%0.08%Q2 2022Q2 20221
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Brinker Capital Investments, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Capital Advisors, Ltd. LLC 110.00%0.00%0.00%Q3 2022Q3 20221
BOK Financial Private Wealth, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
IFG Advisory, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Caprock Group, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Meridian Wealth Management, LLC 110.19%0.19%0.19%Q2 2022Q2 20221
Horizon Investments, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Magnetar Financial LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Pallas Capital Advisors LLC 110.08%0.08%0.08%Q1 2021Q1 20211
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This page lists all the filers that currently own UFP INDUSTRIES INC or have owned UFP INDUSTRIES INC in the past.