UMPQUA HLDGS CORP shareholder history

Current and past UMPQUA HLDGS CORP shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1930.00%0.00%0.01%Q2 2013Q4 202279
HUNTINGTON NATIONAL BANK 52520.00%0.00%0.01%Q1 2010Q4 202252
GLENMEDE TRUST CO NA 4220.00%0.11%0.36%Q4 2006Q4 202249
Citadel Advisors 1910.00%0.01%0.06%Q2 2013Q4 202245
GOLDMAN SACHS GROUP INC 3940.00%0.01%0.01%Q1 2012Q4 202243
NORGES BANK 4020.01%0.01%0.02%Q2 2012Q4 202242
RAYMOND JAMES & ASSOCIATES 3530.00%0.02%0.08%Q2 2013Q4 202241
CREDIT SUISSE AG/ 40400.00%0.00%0.01%Q1 2013Q4 202240
TEXAS PERMANENT SCHOOL FUND CORP 40400.02%0.04%0.04%Q1 2013Q4 202240
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 40400.01%0.01%0.02%Q1 2013Q4 202240
SEGALL BRYANT & HAMILL, LLC 40400.22%0.65%1.16%Q1 2013Q4 202240
PRINCIPAL FINANCIAL GROUP INC 39390.01%0.03%0.06%Q2 2013Q4 202239
PRUDENTIAL FINANCIAL INC 39390.00%0.02%0.06%Q2 2013Q4 202239
THRIVENT FINANCIAL FOR LUTHERANS 39390.00%0.01%0.05%Q2 2013Q4 202239
NORTHERN TRUST CORP 39390.01%0.02%0.03%Q2 2013Q4 202239
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 39390.00%0.00%0.01%Q2 2013Q4 202239
COMERICA BANK 3810.00%0.03%0.05%Q3 2013Q2 202339
AMERIPRISE FINANCIAL INC 39390.00%0.01%0.04%Q2 2013Q4 202239
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 39390.01%0.02%0.03%Q2 2013Q4 202239
IMS Capital Management 39390.35%1.38%3.33%Q2 2013Q4 202239
BANK OF AMERICA CORP /DE/ 39390.00%0.00%0.01%Q2 2013Q4 202239
WHITE PINE CAPITAL LLC 39390.00%0.25%0.71%Q2 2013Q4 202239
RHUMBLINE ADVISERS 39390.01%0.02%0.02%Q2 2013Q4 202239
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 39390.01%0.01%0.02%Q2 2013Q4 202239
STATE STREET CORP 39390.01%0.01%0.03%Q2 2013Q4 202239
ProShare Advisors LLC 39390.00%0.01%0.05%Q2 2013Q4 202239
GUGGENHEIM CAPITAL LLC 39390.00%0.04%0.12%Q2 2013Q4 202239
BARCLAYS PLC 39390.00%0.00%0.01%Q2 2013Q4 202239
US BANCORP \DE\ 39390.00%0.00%0.01%Q2 2013Q4 202239
NATIXIS ADVISORS, L.P. 39390.00%0.01%0.01%Q2 2013Q4 202239
Swiss National Bank 39390.00%0.01%0.02%Q2 2013Q4 202239
JPMORGAN CHASE & CO 39390.00%0.01%0.02%Q2 2013Q4 202239
VOYA INVESTMENT MANAGEMENT LLC 39390.00%0.00%0.02%Q2 2013Q4 202239
BlackRock Inc. 39390.00%0.01%0.02%Q2 2013Q4 202239
SYSTEMATIC FINANCIAL MANAGEMENT LP 39390.07%0.42%0.96%Q2 2013Q4 202239
NISA INVESTMENT ADVISORS, LLC 39390.00%0.02%0.04%Q2 2013Q4 202239
DIMENSIONAL FUND ADVISORS LP 39390.04%0.07%0.14%Q2 2013Q4 202239
PRICE T ROWE ASSOCIATES INC /MD/ 39390.00%0.00%0.00%Q2 2013Q4 202239
CITIGROUP INC 39390.00%0.00%0.01%Q2 2013Q4 202239
PNC FINANCIAL SERVICES GROUP, INC. 39390.00%0.00%0.00%Q2 2013Q4 202239
VANGUARD GROUP INC 39390.01%0.01%0.02%Q2 2013Q4 202239
UBS ASSET MANAGEMENT AMERICAS INC 39390.00%0.00%0.00%Q2 2013Q4 202239
AMERICAN INTERNATIONAL GROUP, INC. 39390.01%0.03%0.04%Q2 2013Q4 202239
GEODE CAPITAL MANAGEMENT, LLC 39390.01%0.01%0.02%Q2 2013Q4 202239
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 39390.01%0.03%0.06%Q2 2013Q4 202239
ALLIANCEBERNSTEIN L.P. 39390.00%0.03%0.09%Q2 2013Q4 202239
FIRST TRUST ADVISORS LP 39390.01%0.03%0.13%Q2 2013Q4 202239
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 39390.01%0.02%0.03%Q2 2013Q4 202239
Brandywine Global Investment Management, LLC 39390.02%0.07%0.10%Q2 2013Q4 202239
MANUFACTURERS LIFE INSURANCE COMPANY, THE 39390.00%0.01%0.03%Q2 2013Q4 202239
WELLS FARGO & COMPANY/MN 39390.00%0.01%0.03%Q2 2013Q4 202239
NEW YORK STATE COMMON RETIREMENT FUND 39390.00%0.01%0.01%Q2 2013Q4 202239
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 39390.01%0.01%0.02%Q2 2013Q4 202239
Invesco Ltd. 39390.00%0.00%0.01%Q2 2013Q4 202239
MORGAN STANLEY 39390.00%0.00%0.02%Q2 2013Q4 202239
BANK OF MONTREAL /CAN/ 39390.00%0.00%0.01%Q2 2013Q4 202239
D.A. DAVIDSON & CO. 39390.05%0.25%0.58%Q2 2013Q4 202239
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 39390.01%0.01%0.02%Q2 2013Q4 202239
Bank of New York Mellon Corp 39390.01%0.02%0.03%Q2 2013Q4 202239
ROYAL BANK OF CANADA 39390.00%0.01%0.02%Q2 2013Q4 202239
DEUTSCHE BANK AG\ 38380.00%0.01%0.02%Q3 2013Q4 202238
MILLENNIUM MANAGEMENT LLC 27110.00%0.08%0.23%Q2 2013Q4 202238
ROYCE & ASSOCIATES LP 38380.00%0.05%0.12%Q2 2013Q3 202238
Arizona State Retirement System 3080.01%0.02%0.04%Q1 2013Q4 202238
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 3620.00%0.01%0.04%Q2 2013Q4 202238
BNP PARIBAS FINANCIAL MARKETS 3260.00%0.00%0.02%Q2 2013Q4 202238
PROFUND ADVISORS LLC 27110.01%0.02%0.06%Q2 2013Q4 202238
TRILLIUM ASSET MANAGEMENT, LLC 38380.06%0.54%1.40%Q3 2013Q4 202238
ENVESTNET ASSET MANAGEMENT INC 21170.00%0.00%0.02%Q2 2013Q4 202238
WELLINGTON MANAGEMENT GROUP LLP 21170.00%0.00%0.01%Q2 2013Q4 202238
ATLANTA CAPITAL MANAGEMENT CO L L C 38380.61%0.97%1.19%Q2 2013Q3 202238
HSBC HOLDINGS PLC 3250.00%0.00%0.01%Q3 2013Q4 202237
Legal & General Group Plc 37370.00%0.00%0.01%Q4 2013Q4 202237
COOKE & BIELER LP 3430.01%0.43%0.80%Q2 2013Q4 202237
Louisiana State Employees Retirement System 37370.02%0.04%0.06%Q4 2013Q4 202237
AQR Capital Management 2910.00%0.02%0.05%Q4 2012Q4 202237
D. E. Shaw & Co., Inc. 3610.00%0.01%0.03%Q2 2013Q4 202237
Capital World Investors 37370.00%0.03%0.07%Q4 2013Q4 202237
Tower Research Capital LLC (TRC) 2710.00%0.01%0.04%Q2 2013Q4 202236
GREAT WEST LIFE ASSURANCE CO /CAN/ 23130.00%0.00%0.01%Q4 2013Q4 202236
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.01%0.02%0.02%Q2 2013Q1 202236
Renaissance Technologies 2840.00%0.01%0.06%Q2 2013Q4 202236
FEDERATED HERMES, INC. 3510.00%0.01%0.08%Q2 2013Q4 202236
Fisher Asset Management, LLC 35350.02%0.08%0.16%Q2 2014Q4 202235
Retirement Systems of Alabama 35350.01%0.02%0.03%Q2 2014Q4 202235
SHELTON CAPITAL MANAGEMENT 35350.01%0.02%0.07%Q2 2014Q4 202235
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 35350.01%0.01%0.03%Q2 2014Q4 202235
STRS OHIO 2520.00%0.02%0.03%Q2 2013Q4 202235
Teton Advisors, Inc. 35350.02%0.04%0.08%Q2 2013Q4 202135
METROPOLITAN LIFE INSURANCE CO/NY 35350.01%0.03%0.05%Q2 2013Q4 202135
SECURIAN ASSET MANAGEMENT, INC 35350.01%0.01%0.02%Q2 2014Q4 202235
Pinnacle Holdings, LLC 2410.00%0.01%0.01%Q2 2013Q4 202235
CHARTWELL INVESTMENT PARTNERS, LLC 35350.19%0.37%0.72%Q2 2014Q4 202235
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 35350.01%0.02%0.03%Q2 2014Q4 202235
STATE OF MICHIGAN RETIREMENT SYSTEM 35350.01%0.01%0.01%Q2 2014Q4 202235
Ameritas Investment Partners, Inc. 35350.03%0.05%0.09%Q2 2014Q4 202235
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 35350.03%0.05%0.06%Q2 2014Q4 202235
State of Alaska, Department of Revenue 2030.01%0.02%0.03%Q1 2014Q4 202234
Highlander Capital Management, LLC 34340.01%0.03%0.06%Q2 2013Q3 202134
Neuberger Berman Group LLC 2860.00%0.04%0.11%Q2 2013Q3 202234
PANAGORA ASSET MANAGEMENT INC 34340.00%0.01%0.08%Q2 2013Q3 202134
SG Americas Securities, LLC 1910.00%0.01%0.05%Q2 2013Q4 202234
Gemmer Asset Management LLC 33330.00%0.00%0.01%Q1 2014Q1 202233
STIFEL FINANCIAL CORP 20130.00%0.00%0.02%Q1 2014Q4 202233
SEI INVESTMENTS CO 33330.00%0.02%0.04%Q4 2014Q4 202233
FIRST MERCANTILE TRUST CO 33330.01%0.05%0.11%Q3 2013Q3 202133
UBS Group AG 33330.00%0.00%0.01%Q4 2014Q4 202233
Allworth Financial LP 32320.00%0.00%0.00%Q1 2015Q4 202232
LOS ANGELES CAPITAL MANAGEMENT LLC 1930.00%0.01%0.07%Q2 2013Q4 202232
TEACHER RETIREMENT SYSTEM OF TEXAS 22100.00%0.00%0.01%Q2 2013Q4 202232
MASON STREET ADVISORS, LLC 31310.00%0.04%0.06%Q2 2013Q4 202031
AMALGAMATED BANK 31310.01%0.02%0.04%Q2 2015Q4 202231
FIRST QUADRANT LLC/CA 31310.00%0.08%0.48%Q2 2014Q4 202131
TWO SIGMA ADVISERS, LP 2040.01%0.03%0.10%Q2 2013Q4 202231
Allianz Asset Management GmbH 2560.00%0.04%0.12%Q1 2014Q4 202231
NORDEA INVESTMENT MANAGEMENT AB 2650.01%0.08%0.23%Q1 2014Q4 202231
MASSMUTUAL TRUST CO FSB/ADV 21100.00%0.02%0.06%Q4 2013Q4 202231
MUFG Americas Holdings Corp 2010.00%0.00%0.01%Q4 2010Q2 202231
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1210.00%0.00%0.00%Q2 2013Q4 202230
Aperio Group, LLC 30300.00%0.01%0.03%Q3 2013Q4 202030
Zurcher Kantonalbank (Zurich Cantonalbank) 2460.00%0.00%0.00%Q1 2015Q4 202230
TCI Wealth Advisors, Inc. 29290.00%0.00%0.01%Q4 2015Q4 202229
NAPLES GLOBAL ADVISORS, LLC 29290.03%0.15%0.24%Q4 2015Q4 202229
FIRST CITIZENS BANK & TRUST CO 1440.01%0.03%0.08%Q2 2013Q2 202229
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 29290.01%0.19%0.39%Q2 2014Q2 202129
Baird Financial Group, Inc. 2360.00%0.00%0.00%Q2 2015Q4 202229
Versant Capital Management, Inc 29290.00%0.01%0.02%Q4 2015Q4 202229
AMG National Trust Bank 29290.03%0.06%0.09%Q2 2013Q2 202029
Raymond James Financial Services Advisors, Inc. 1990.00%0.00%0.02%Q3 2015Q4 202228
UNITED SERVICES AUTOMOBILE ASSOCIATION 2530.01%0.03%0.04%Q2 2013Q4 202228
QUADRANT CAPITAL GROUP LLC 28280.00%0.01%0.02%Q1 2016Q4 202228
REGIONS FINANCIAL CORP 28280.00%0.01%0.02%Q2 2013Q1 202028
CAMBIAR INVESTORS LLC 28280.06%0.42%0.71%Q1 2013Q4 201928
MACQUARIE GROUP LTD 28280.07%0.20%0.29%Q1 2016Q4 202228
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 28280.01%0.01%0.02%Q1 2016Q4 202228
RICE HALL JAMES & ASSOCIATES, LLC 28280.07%0.14%0.31%Q1 2016Q4 202228
TWO SIGMA INVESTMENTS, LP 910.00%0.03%0.08%Q2 2013Q4 202227
Nuveen Asset Management, LLC 15120.00%0.01%0.01%Q2 2014Q4 202227
Forest Hill Capital, LLC 1891.36%3.01%4.69%Q2 2014Q4 202127
SKYLINE ASSET MANAGEMENT LP 27271.45%1.74%2.22%Q2 2014Q4 202027
Foundry Partners, LLC 27270.22%0.37%0.58%Q2 2016Q4 202227
M&T BANK CORP 27270.00%0.08%0.16%Q3 2013Q1 202027
KENNEDY CAPITAL MANAGEMENT LLC 2430.17%0.42%0.61%Q2 2013Q3 202127
WADDELL & REED FINANCIAL INC 26260.00%0.03%0.08%Q4 2014Q1 202126
LSV ASSET MANAGEMENT 2330.00%0.02%0.08%Q3 2013Q3 202226
ASSETMARK, INC 2240.00%0.00%0.02%Q3 2013Q1 202126
HEARTLAND ADVISORS INC 15110.30%0.85%1.41%Q2 2013Q1 202026
Gradient Investments LLC 14120.00%0.13%0.53%Q3 2014Q1 202126
DUPONT CAPITAL MANAGEMENT CORP 1320.00%0.04%0.11%Q2 2013Q3 202125
First Horizon Advisors, Inc. 920.00%0.00%0.02%Q1 2012Q2 201925
LPL Financial LLC 2210.00%0.00%0.00%Q4 2013Q4 202225
Parallel Advisors, LLC 25250.00%0.00%0.01%Q4 2016Q4 202225
EAGLE ASSET MANAGEMENT INC 25250.01%0.17%0.41%Q1 2014Q1 202025
SHELL ASSET MANAGEMENT CO 25250.01%0.02%0.02%Q4 2016Q4 202225
Rafferty Asset Management, LLC 2140.00%0.02%0.05%Q1 2015Q4 202225
FDx Advisors, Inc. 2320.01%0.03%0.10%Q2 2013Q4 201925
Russell Investments Group, Ltd. 25250.00%0.02%0.06%Q4 2016Q4 202225
TEACHERS ADVISORS, LLC 24240.01%0.03%0.04%Q2 2013Q1 201924
GREATMARK INVESTMENT PARTNERS, INC. 24240.11%0.34%0.50%Q2 2013Q1 201924
FMR LLC 1910.00%0.00%0.00%Q3 2013Q4 202224
Aristotle Capital Boston, LLC 24240.52%0.87%1.18%Q4 2014Q3 202024
Sterling Capital Management LLC 24240.01%0.11%0.19%Q4 2013Q3 201924
Keeley-Teton Advisors, LLC 24240.09%0.35%0.64%Q1 2017Q4 202224
IFP Advisors, Inc 1110.00%0.00%0.00%Q4 2015Q4 202224
EATON VANCE MANAGEMENT 2130.00%0.00%0.00%Q2 2013Q3 202224
CENTRAL TRUST Co 2040.00%0.00%0.00%Q4 2015Q4 202224
Municipal Employees' Retirement System of Michigan 1860.01%0.06%0.09%Q1 2014Q1 202024
TIAA CREF INVESTMENT MANAGEMENT LLC 24240.01%0.01%0.01%Q2 2013Q1 201924
CREATIVE FINANCIAL DESIGNS INC /ADV 13110.00%0.00%0.01%Q4 2016Q4 202224
Abbrea Capital, LLC 24240.08%0.14%0.20%Q1 2017Q4 202224
MEEDER ASSET MANAGEMENT INC 2310.00%0.02%0.14%Q4 2015Q3 202224
QS Investors, LLC 2220.00%0.02%0.06%Q4 2014Q2 202124
Crossmark Global Holdings, Inc. 2210.01%0.01%0.01%Q3 2016Q4 202223
Cubist Systematic Strategies, LLC 1310.00%0.04%0.24%Q4 2014Q4 202223
CWM, LLC 1850.00%0.00%0.00%Q1 2017Q4 202223
LADENBURG THALMANN FINANCIAL SERVICES INC. 23230.00%0.01%0.01%Q2 2014Q4 201923
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 23230.00%0.06%0.09%Q4 2015Q2 202123
LS Investment Advisors, LLC 23230.01%0.01%0.02%Q2 2015Q4 202023
SIGNATUREFD, LLC 2030.00%0.00%0.00%Q1 2016Q4 202223
TCW GROUP INC 23230.01%0.02%0.03%Q3 2014Q1 202023
Goelzer Investment Management, Inc. 23230.28%0.57%0.74%Q3 2014Q1 202023
World Asset Management Inc 1620.01%0.01%0.01%Q2 2013Q3 201922
OppenheimerFunds, Inc. 22220.00%0.00%0.01%Q4 2013Q1 201922
ENDEAVOUR CAPITAL ADVISORS INC 1410.36%1.25%3.43%Q4 2014Q4 202122
AXA S.A. 22220.00%0.03%0.07%Q1 2015Q2 202022
Mercer Capital Advisers, Inc. 22220.00%0.01%0.01%Q4 2014Q1 202022
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 12100.02%0.11%0.26%Q2 2017Q4 202222
Advisors Asset Management, Inc. 21210.00%0.01%0.03%Q2 2014Q2 201921
EAGLE BOSTON INVESTMENT MANAGEMENT INC 21210.78%0.95%1.19%Q2 2014Q2 201921
MainStreet Investment Advisors LLC 21210.02%0.06%0.12%Q4 2017Q4 202221
Ledyard National Bank 21210.00%0.00%0.00%Q4 2013Q4 201821
AMERICAN CENTURY COMPANIES INC 910.00%0.01%0.02%Q3 2015Q4 202221
ENTERPRISE FINANCIAL SERVICES CORP 1920.00%0.00%0.01%Q2 2014Q2 202121
TUDOR INVESTMENT CORP ET AL 710.01%0.03%0.08%Q2 2013Q1 202221
Hartford Financial Management Inc. 1920.00%0.00%0.01%Q3 2014Q4 201921
Pacer Advisors, Inc. 1010.00%0.04%0.08%Q2 2016Q4 202221
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 21210.02%0.03%0.05%Q4 2017Q4 202221
Engineers Gate Manager LP 1110.01%0.08%0.39%Q4 2014Q4 202221
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
COMMONWEALTH EQUITY SERVICES, LLC 21210.00%0.01%0.01%Q4 2017Q4 202221
MetLife Investment Management, LLC 21210.02%0.03%0.06%Q4 2017Q4 202221
BBVA USA Bancshares, Inc. 20200.01%0.02%0.03%Q2 2016Q1 202120
Squarepoint Ops LLC 1010.00%0.05%0.24%Q1 2017Q4 202220
CANADA PENSION PLAN INVESTMENT BOARD 1370.00%0.00%0.01%Q2 2015Q2 202020
FIFTH THIRD BANCORP 910.00%0.00%0.00%Q2 2013Q4 202220
CIM INVESTMENT MANAGEMENT INC 20200.08%0.14%0.21%Q3 2014Q2 201920
MARTINGALE ASSET MANAGEMENT L P 640.01%0.03%0.11%Q2 2013Q4 202120
SIMPLEX TRADING, LLC 510.00%0.00%0.00%Q4 2014Q4 202220
State of Tennessee, Treasury Department 710.00%0.01%0.02%Q3 2013Q4 202020
Private Capital Group, LLC 19190.01%0.02%0.06%Q4 2017Q2 202219
COZAD ASSET MANAGEMENT INC 19190.20%0.26%0.42%Q2 2018Q4 202219
FinTrust Capital Advisors, LLC 19190.00%0.00%0.00%Q4 2018Q2 202319
Cascade Investment Advisors, Inc. 1410.01%0.06%0.09%Q2 2016Q2 202219
DREMAN VALUE MANAGEMENT, L L C 1090.00%0.23%0.42%Q2 2013Q1 201819
Treasurer of the State of North Carolina 19190.01%0.01%0.02%Q2 2018Q4 202219
Zurich Insurance Group Ltd/FI 19190.02%0.04%0.05%Q3 2015Q1 202019
STATE OF WISCONSIN INVESTMENT BOARD 19190.00%0.00%0.00%Q2 2018Q4 202219
NEXT Financial Group, Inc 610.00%0.03%0.24%Q3 2014Q4 202119
BHZ CAPITAL MANAGEMENT, LP 1010.06%0.80%1.33%Q4 2015Q3 202219
CAPTRUST FINANCIAL ADVISORS 1180.00%0.00%0.01%Q4 2017Q4 202219
PEAK6 Group LLC 310.00%0.00%0.01%Q3 2013Q2 201819
Parkside Financial Bank & Trust 19190.00%0.01%0.01%Q2 2018Q4 202219
SNOW CAPITAL MANAGEMENT LP 18180.39%0.69%1.12%Q1 2017Q2 202118
BESSEMER GROUP INC 910.00%0.00%0.01%Q3 2013Q4 202218
Liberty Mutual Group Asset Management Inc. 18180.02%0.05%0.09%Q2 2014Q3 201818
Commonwealth Equity Services, Inc 18180.01%0.01%0.02%Q2 2013Q3 201718
JANE STREET GROUP, LLC 510.00%0.00%0.01%Q1 2014Q4 202218
Cable Hill Partners, LLC 18180.00%0.01%0.01%Q4 2014Q1 201918
Advisory Services Network, LLC 1310.00%0.00%0.02%Q2 2016Q2 202118
GSA CAPITAL PARTNERS LLP 610.01%0.06%0.24%Q4 2013Q4 202218
VICTORY CAPITAL MANAGEMENT INC 1440.00%0.01%0.03%Q1 2018Q4 202218
Trexquant Investment LP 810.02%0.09%0.21%Q4 2014Q4 202218
Quantbot Technologies LP 410.01%0.06%0.31%Q2 2013Q4 202218
Utah Retirement Systems 990.00%0.01%0.02%Q2 2018Q4 202218
Glassman Wealth Services 1310.00%0.00%0.00%Q4 2017Q4 202218
Nationwide Fund Advisors 18180.01%0.04%0.06%Q2 2013Q3 201718
S. R. Schill & Associates 18180.20%0.39%0.56%Q1 2015Q2 201918
RIVERHEAD CAPITAL MANAGEMENT LLC 17170.00%0.01%0.02%Q3 2015Q3 201917
LOOMIS SAYLES & CO L P 810.00%0.00%0.00%Q4 2015Q4 202217
MBM Wealth Consultants, LLC 17170.01%0.51%0.80%Q4 2018Q4 202217
GW&K Investment Management, LLC 1410.00%0.21%0.52%Q2 2013Q4 201917
Traverso Chambers Private Wealth Management, LLC 17170.11%0.16%0.20%Q4 2018Q4 202217
CAPSTONE ASSET MANAGEMENT CO 17170.01%0.01%0.04%Q2 2013Q2 201717
PineBridge Investments, L.P. 1340.01%0.02%0.06%Q2 2013Q4 201917
SUNTRUST BANKS INC 1510.00%0.00%0.01%Q2 2013Q3 201817
Palouse Capital Management, Inc. 17170.12%1.23%1.85%Q3 2013Q3 201717
COLDSTREAM CAPITAL MANAGEMENT INC 1310.00%0.12%0.41%Q4 2015Q4 202217
BALYASNY ASSET MANAGEMENT L.P. 410.01%0.06%0.16%Q3 2013Q4 202217
Jacobi Capital Management LLC 17170.00%0.00%0.01%Q3 2017Q3 202117
Lindbrook Capital, LLC 17170.00%0.00%0.00%Q4 2018Q4 202217
Sepio Capital, LP 17170.04%0.07%0.10%Q4 2018Q4 202217
Phocas Financial Corp. 17170.50%0.84%1.09%Q3 2017Q3 202117
Paloma Partners Management Co 410.00%0.03%0.27%Q2 2014Q1 202217
RESOURCES MANAGEMENT CORP /CT/ /ADV 1420.05%0.07%0.10%Q3 2018Q4 202216
PRENTISS SMITH & CO INC 16160.03%0.99%3.62%Q1 2017Q4 202016
NOMURA HOLDINGS INC 410.00%0.00%0.01%Q4 2012Q1 202116
FIRST HAWAIIAN BANK 1210.00%0.01%0.02%Q2 2013Q4 202216
Rockefeller Capital Management L.P. 16160.00%0.01%0.02%Q1 2019Q4 202216
Irving Magee Investment Management 16161.63%1.87%2.09%Q2 2013Q1 201716
AGF Investments LLC 820.00%0.03%0.14%Q4 2016Q3 202216
Boston Partners 16160.02%0.03%0.04%Q4 2018Q3 202216
MALTESE CAPITAL MANAGEMENT LLC 710.10%0.66%1.35%Q3 2014Q4 202216
Cetera Advisor Networks LLC 1510.00%0.02%0.03%Q2 2014Q2 202016
GAM Holding AG 710.01%0.03%0.10%Q3 2014Q4 202216
Handelsbanken Fonder AB 1150.00%0.11%0.45%Q3 2018Q4 202216
Paragon Capital Management Ltd 710.03%0.09%0.16%Q2 2017Q4 202216
Cutler Group LLC / CA 880.00%0.00%0.01%Q4 2015Q3 201716
ClariVest Asset Management LLC 1510.00%0.07%0.19%Q3 2015Q4 202216
TORONTO DOMINION BANK 970.00%0.00%0.00%Q2 2018Q4 202216
Vestmark Advisory Solutions, Inc. 16160.02%0.03%0.05%Q1 2019Q4 202216
RAYMOND JAMES TRUST N.A. 1030.01%0.01%0.02%Q1 2016Q4 202216
Weaver C. Barksdale & Associates, Inc. 15150.00%0.01%0.01%Q2 2014Q4 201715
BlackRock Institutional Trust Company, N.A. 15150.01%0.02%0.02%Q2 2013Q4 201615
NATIXIS 610.00%0.02%0.10%Q3 2013Q4 202215
TRUE Private Wealth Advisors 1310.02%0.31%0.56%Q3 2018Q4 202215
MSI Financial Services Inc 15150.00%0.00%0.00%Q2 2013Q4 201615
Aspen Investment Management Inc 15150.14%0.17%0.20%Q2 2016Q4 201915
Capital Planning Advisors, LLC 15150.13%0.24%0.39%Q4 2014Q2 201815
Clean Yield Group 1310.00%0.69%1.12%Q1 2015Q4 202215
Cortina Asset Management, LLC 15150.40%0.71%0.88%Q2 2013Q4 201615
FIRST MANHATTAN CO. LLC. 870.00%0.00%0.00%Q4 2014Q3 202215
BlackRock Investment Management, LLC 15150.01%0.02%0.04%Q2 2013Q4 201615
BLACKROCK ADVISORS LLC 15150.00%0.01%0.02%Q2 2013Q4 201615
BlackRock Group LTD 15150.00%0.00%0.00%Q2 2013Q4 201615
BOKF, NA 1320.00%0.10%0.20%Q3 2015Q4 201915
BlackRock Fund Advisors 15150.03%0.04%0.05%Q2 2013Q4 201615
OFI Advisors LLC 1140.01%0.01%0.02%Q3 2011Q3 201515
Advisor Group, Inc. 15150.00%0.01%0.01%Q2 2016Q4 201915
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 15150.01%0.04%0.08%Q2 2019Q4 202215
People's United Financial, Inc. 15150.01%0.02%0.03%Q2 2013Q4 201615
Avior Wealth Management, LLC 14140.00%0.00%0.00%Q1 2017Q2 202014
HighTower Advisors, LLC 710.00%0.00%0.02%Q4 2014Q2 201914
First Allied Advisory Services, Inc. 1110.01%0.02%0.02%Q2 2013Q3 201914
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 14140.00%0.00%0.00%Q3 2011Q4 201414
OPPENHEIMER ASSET MANAGEMENT INC. 14140.00%0.01%0.01%Q1 2017Q2 202014
WASHINGTON TRUST BANK 14140.00%0.02%0.03%Q2 2014Q3 201714
Cipher Capital LP 410.02%0.08%0.24%Q3 2013Q4 202214
Schonfeld Strategic Advisors LLC 640.00%0.07%0.24%Q4 2018Q4 202214
J.P. Morgan Private Wealth Advisors LLC 1210.00%0.00%0.00%Q4 2016Q4 202214
BRINKER CAPITAL INC 14140.01%0.01%0.02%Q1 2017Q2 202014
State of New Jersey Common Pension Fund D 14140.01%0.01%0.02%Q3 2019Q4 202214
PEREGRINE CAPITAL MANAGEMENT LLC 1310.00%0.14%0.30%Q3 2016Q4 202214
A.R.T. Advisors, LLC 610.01%0.04%0.12%Q2 2013Q4 201814
WBI INVESTMENTS, LLC 410.01%0.15%0.36%Q4 2013Q4 202214
Verition Fund Management LLC 310.01%0.02%0.05%Q2 2015Q4 202214
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 510.00%0.02%0.06%Q2 2018Q4 202214
Mitsubishi UFJ Trust & Banking Corp 14140.00%0.00%0.00%Q3 2019Q4 202214
Holocene Advisors, LP 1120.00%0.03%0.13%Q2 2018Q3 202113
WASHINGTON TRUST Co 1210.00%0.00%0.00%Q2 2018Q4 202213
Parallax Volatility Advisers, L.P. 410.00%0.00%0.00%Q2 2014Q3 201813
ACADIAN ASSET MANAGEMENT LLC 1110.00%0.03%0.09%Q4 2016Q2 202113
BELLEVUE ASSET MANAGEMENT, LLC 13130.00%0.00%0.00%Q4 2019Q4 202213
Cairn Investment Group, Inc. 13130.14%0.17%0.22%Q4 2019Q4 202213
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 630.00%0.01%0.04%Q1 2013Q1 201713
Calvert Investment Management, Inc. 850.01%0.36%0.60%Q2 2013Q4 201613
Gotham Asset Management, LLC 540.00%0.01%0.04%Q2 2013Q4 202213
Column Capital Advisors, LLC 13130.01%0.01%0.03%Q4 2019Q4 202213
JACOBS LEVY EQUITY MANAGEMENT, INC 510.00%0.04%0.20%Q2 2013Q2 202213
SII INVESTMENTS INC/WI 760.03%0.04%0.06%Q2 2014Q3 201713
WHITTIER TRUST CO OF NEVADA INC 13130.00%0.00%0.00%Q4 2019Q4 202213
Creative Planning 810.00%0.00%0.00%Q2 2014Q3 202213
CRAMER ROSENTHAL MCGLYNN LLC 13130.26%0.69%1.12%Q4 2013Q4 201613
Tyers Asset Management LLC 12120.00%0.01%0.02%Q4 2016Q3 201912
Glen Harbor Capital Management LLC 12120.01%0.01%0.02%Q4 2016Q3 201912
Berman Capital Advisors, LLC 12120.00%0.00%0.00%Q4 2018Q3 202112
Gilman Hill Asset Management, LLC 12121.43%1.86%2.24%Q1 2020Q4 202212
NN Investment Partners Holdings N.V. 12120.02%0.05%0.07%Q1 2016Q4 201812
KBC Group NV 840.00%0.00%0.00%Q2 2013Q4 202212
HOWE & RUSLING INC 610.00%0.00%0.01%Q2 2013Q4 202112
Procyon Advisors, LLC 750.04%0.06%0.11%Q4 2019Q4 202212
TOMPKINS FINANCIAL CORP 810.00%0.00%0.01%Q4 2013Q4 202012
Dynamic Technology Lab Private Ltd 310.03%0.15%0.67%Q2 2015Q4 202212
OSAIC HOLDINGS, INC. 12120.00%0.00%0.00%Q1 2020Q4 202212
HARBOR INVESTMENT ADVISORY, LLC 12120.00%0.01%0.01%Q1 2020Q4 202212
PZENA INVESTMENT MANAGEMENT LLC 12120.12%0.21%0.29%Q1 2020Q4 202212
Virtu KCG Holdings LLC 910.00%0.02%0.05%Q3 2013Q2 201712
KING LUTHER CAPITAL MANAGEMENT CORP 930.00%0.01%0.01%Q3 2013Q2 201712
FIL Ltd 1020.00%0.01%0.01%Q2 2018Q4 202212
TRUIST FINANCIAL CORP 840.01%0.01%0.03%Q4 2019Q4 202212
Jefferies Group LLC 410.00%0.01%0.03%Q2 2014Q4 202012
Geneos Wealth Management Inc. 620.00%0.00%0.00%Q1 2016Q1 202212
Meadow Creek Investment Management LLC 12120.00%0.01%0.02%Q4 2016Q3 201912
Alaska Permanent Fund Corp 12120.01%0.04%0.06%Q1 2020Q4 202212
WINTON GROUP Ltd 610.00%0.09%0.32%Q1 2017Q4 202212
COMMERCE BANK 1020.00%0.00%0.00%Q1 2013Q4 202212
Elkfork Partners LLC 12120.00%0.01%0.02%Q4 2016Q3 201912
RUSSELL FRANK CO/ 12120.00%0.01%0.02%Q2 2013Q1 201612
Janney Montgomery Scott LLC 12120.01%0.01%0.01%Q1 2020Q4 202212
Assured Investment Management LLC 520.00%0.02%0.04%Q2 2015Q1 201912
EDGE ASSET MANAGEMENT, INC 12120.14%0.20%0.32%Q4 2013Q3 201612
AHL Partners LLP 660.01%0.10%0.31%Q3 2014Q4 201712
XPONANCE, INC. 11110.01%0.01%0.01%Q2 2020Q4 202211
PEAK6 Investments LLC 410.00%0.00%0.00%Q1 2020Q4 202111
Capital International, Inc./CA/ 11110.01%0.02%0.03%Q3 2014Q1 201711
BlueCrest Capital Management Ltd 740.02%0.10%0.26%Q1 2015Q3 201811
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1010.00%0.00%0.01%Q1 2014Q3 202111
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 610.00%0.02%0.03%Q2 2013Q1 202011
BARROW HANLEY MEWHINNEY & STRAUSS LLC 11110.17%0.20%0.24%Q2 2020Q4 202211
ArrowMark Colorado Holdings LLC 11110.06%0.12%0.17%Q2 2017Q4 201911
Forward Management, LLC 11110.00%0.02%0.05%Q4 2013Q2 201611
CAPITAL INTERNATIONAL LTD /CA/ 11110.03%0.13%0.20%Q3 2014Q1 201711
BerganKDV Wealth Management, LLC 11110.00%0.00%0.00%Q2 2020Q4 202211
GROUP ONE TRADING, L.P. 310.00%0.00%0.00%Q2 2013Q4 202111
ExodusPoint Capital Management, LP 11110.00%0.03%0.07%Q2 2020Q4 202211
Ellevest, Inc. 920.00%0.00%0.00%Q4 2019Q4 202211
Capital International Sarl 11110.04%0.10%0.13%Q3 2014Q1 201711
CAPITAL GUARDIAN TRUST CO 11110.04%0.18%0.25%Q3 2014Q1 201711
I.G. INVESTMENT MANAGEMENT, LTD. 1010.00%0.00%0.00%Q2 2014Q3 201711
BANK OF NOVA SCOTIA 510.00%0.01%0.03%Q2 2017Q4 202211
PL Capital Advisors, LLC 11110.11%0.19%0.36%Q2 2020Q4 202211
Merriman Wealth Management, LLC 11110.03%0.06%0.08%Q3 2017Q1 202011
HENNESSY ADVISORS INC 830.06%0.11%0.16%Q2 2014Q3 202011
Johnson Financial Group, Inc. 1010.00%0.02%0.04%Q2 2013Q3 201911
OAKBROOK INVESTMENTS LLC 710.02%0.03%0.09%Q2 2015Q4 201911
Axiom Financial Strategies, LLC 11110.29%0.36%0.44%Q1 2020Q3 202211
CI INVESTMENTS INC. 10100.00%0.00%0.00%Q3 2020Q4 202210
Perkins Investment Management, LLC 10100.21%0.92%1.54%Q4 2014Q1 201710
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 10100.01%0.01%0.02%Q2 2019Q3 202110
Qube Research & Technologies Ltd 510.01%0.06%0.14%Q2 2018Q4 202210
JANUS HENDERSON GROUP PLC 610.00%0.01%0.03%Q2 2017Q4 202210
Stone Ridge Asset Management LLC 10100.07%0.12%0.16%Q4 2017Q1 202010
Cornerstone Advisors, Inc. 550.00%0.00%0.00%Q1 2018Q3 202010
Man Group plc 510.00%0.01%0.03%Q1 2018Q2 202110
BDO Wealth Advisors, LLC 10100.00%0.00%0.00%Q3 2020Q4 202210
Boston Trust Walden Corp 10100.35%0.40%0.49%Q2 2013Q3 201510
PICTET ASSET MANAGEMENT LTD 640.00%0.02%0.05%Q3 2015Q2 202110
AMUNDI ASSET MANAGEMENT US, INC. 910.00%0.00%0.01%Q1 2018Q4 202010
SCOUT INVESTMENTS, INC. 10100.11%0.50%0.92%Q4 2017Q1 202010
ALPS ADVISORS INC 420.00%0.00%0.01%Q1 2015Q4 201910
CORNERCAP INVESTMENT COUNSEL INC 510.13%0.14%0.17%Q1 2019Q4 202210
American Portfolios Advisors 710.00%0.00%0.02%Q4 2017Q3 202110
PATHSTONE FAMILY OFFICE, LLC 820.00%0.01%0.02%Q4 2018Q4 202210
ING GROEP NV 410.01%0.02%0.05%Q1 2015Q1 201910
PRIVATE TRUST CO NA 730.00%0.00%0.00%Q1 2013Q4 202210
WHITTIER TRUST CO 810.00%0.00%0.00%Q1 2015Q4 202210
Ensign Peak Advisors, Inc 820.00%0.01%0.01%Q4 2019Q4 202210
Xact Kapitalforvaltning AB 10100.01%0.01%0.02%Q4 2017Q1 202010
Manchester Capital Management LLC 720.01%0.01%0.02%Q2 2013Q4 20159
Brinker Capital Investments, LLC 810.00%0.01%0.01%Q3 2020Q4 20229
Capital International Investors 990.08%0.15%0.20%Q3 2014Q3 20169
MARSHALL WACE, LLP 510.01%0.09%0.17%Q2 2014Q3 20199
AlphaCrest Capital Management LLC 410.02%0.03%0.08%Q4 2018Q3 20229
Versor Investments LP 610.01%1.66%4.18%Q2 2018Q4 20229
Virtus Fund Advisers, LLC 990.20%0.61%0.88%Q2 2014Q2 20169
KEYBANK NATIONAL ASSOCIATION/OH 990.00%0.01%0.01%Q4 2017Q4 20199
DEPRINCE RACE & ZOLLO INC 990.18%0.64%0.90%Q2 2017Q2 20199
RATIONAL ADVISORS LLC 210.02%0.16%0.46%Q1 2013Q2 20229
HRT FINANCIAL LP 210.01%0.06%0.15%Q3 2016Q4 20229
Richard Bernstein Advisors LLC 990.05%0.27%0.47%Q2 2013Q2 20159
Clearview Wealth Advisors LLC 990.01%0.04%0.09%Q4 2020Q4 20229
abrdn plc 990.01%0.03%0.04%Q2 2018Q2 20209
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 990.00%0.00%0.01%Q3 2018Q3 20209
Virtu Financial LLC 310.01%0.02%0.03%Q3 2017Q4 20229
DEERE & CO 410.01%0.02%0.04%Q2 2013Q3 20169
LONGFELLOW INVESTMENT MANAGEMENT CO LLC 990.00%0.01%0.02%Q4 2020Q4 20229
Principle Wealth Partners LLC 810.02%0.04%0.04%Q2 2020Q4 20229
COMMONWEALTH BANK OF AUSTRALIA 540.00%0.00%0.01%Q4 2016Q2 20199
UBS AG 660.00%0.00%0.01%Q2 2013Q3 20149
GREAT LAKES ADVISORS, LLC 610.02%0.13%0.32%Q2 2016Q4 20229
Mirae Asset Global Investments Co., Ltd. 810.00%0.01%0.01%Q3 2018Q3 20219
PRELUDE CAPITAL MANAGEMENT, LLC 710.00%0.11%0.33%Q4 2014Q4 20229
CARILLON TOWER ADVISERS, INC. 990.03%0.10%0.18%Q1 2018Q1 20209
Migdal Insurance & Financial Holdings Ltd. 990.00%0.00%0.00%Q3 2017Q3 20199
MANAGED ACCOUNT ADVISORS LLC 990.02%0.03%0.04%Q2 2013Q2 20159
STRATTON MANAGEMENT CO 990.60%0.68%0.82%Q2 2013Q2 20159
Ten Capital Wealth Advisors, LLC 990.00%0.00%0.00%Q4 2020Q4 20229
44 WEALTH MANAGEMENT LLC 990.07%0.07%0.08%Q4 2020Q4 20229
Essex Financial Services, Inc. 720.01%0.03%0.05%Q3 2020Q4 20229
Mork Capital Management, LLC 990.73%0.87%1.14%Q4 2020Q4 20229
CITY NATIONAL BANK 990.06%0.11%0.13%Q3 2013Q3 20159
STEVENS CAPITAL MANAGEMENT LP 410.01%0.03%0.09%Q4 2014Q3 20199
SITTNER & NELSON, LLC 990.16%0.18%0.21%Q4 2020Q4 20229
Ergoteles LLC 510.01%0.26%0.56%Q3 2020Q4 20228
Watermark Asset Management, Inc. 880.01%0.01%0.01%Q1 2017Q4 20188
Avalon Investment & Advisory 880.03%0.05%0.07%Q2 2015Q1 20178
BlackRock Japan Co. Ltd 420.00%0.00%0.01%Q4 2013Q3 20168
Wealthcare Advisory Partners LLC 880.00%0.00%0.00%Q2 2018Q1 20208
Transamerica Financial Advisors, Inc. 710.00%0.00%0.03%Q4 2013Q4 20158
Capital Analysts, LLC 880.00%0.00%0.00%Q1 2021Q4 20228
PUTNAM INVESTMENTS LLC 510.00%0.01%0.02%Q2 2017Q4 20228
Private Ocean, LLC 530.00%0.00%0.00%Q2 2014Q1 20218
First City Capital Management, Inc. 880.00%0.00%0.00%Q1 2014Q4 20158
Quantitative Investment Management, LLC 510.02%0.04%0.06%Q2 2017Q2 20208
Gideon Capital Advisors, Inc. 310.07%0.17%0.27%Q3 2014Q1 20198
Stieven Capital Advisors, L.P. 530.88%1.31%1.78%Q4 2014Q2 20198
Weiss Multi-Strategy Advisers LLC 530.02%0.06%0.14%Q4 2020Q4 20228
SIT INVESTMENT ASSOCIATES INC 880.00%0.07%0.30%Q2 2015Q1 20178
First Personal Financial Services 880.00%0.00%0.00%Q2 2016Q1 20188
GRAY FINANCIAL GROUP /GA /ADV /ADV 880.08%0.12%0.21%Q1 2015Q4 20168
Wealthspire Advisors, L.P. 710.00%0.00%0.00%Q1 2016Q1 20198
DENVER INVESTMENT ADVISORS LLC 880.53%1.04%1.21%Q2 2016Q1 20188
UBS OCONNOR LLC 420.01%0.07%0.23%Q4 2013Q4 20168
Gillson Capital LP 710.72%1.27%1.85%Q1 2020Q4 20228
TOCQUEVILLE ASSET MANAGEMENT L.P. 880.04%0.06%0.08%Q2 2013Q1 20158
Century Capital Management, LLC 880.22%0.44%0.59%Q3 2015Q2 20178
ADVISOR PARTNERS LLC 880.01%0.01%0.02%Q3 2020Q2 20228
LaSalle Street Capital Management, LLC 440.18%0.40%0.69%Q2 2016Q3 20198
McIlrath & Eck, LLC 880.00%0.00%0.00%Q1 2021Q4 20228
Hunter Perkins Capital Management, LLC 881.82%3.07%3.84%Q1 2021Q4 20228
CAPITAL FUND MANAGEMENT S.A. 210.00%0.01%0.03%Q2 2013Q1 20218
ALPHA WINDWARD LLC 420.01%0.16%0.35%Q3 2013Q3 20188
tru Independence LLC 880.01%0.73%1.36%Q4 2019Q3 20218
VIRGINIA RETIREMENT SYSTEMS ET AL 310.00%0.01%0.02%Q1 2015Q2 20188
EJF Capital LLC 880.04%1.12%2.35%Q4 2018Q3 20208
BROWN BROTHERS HARRIMAN & CO 510.00%0.00%0.00%Q4 2014Q1 20198
Neo Ivy Capital Management 610.02%0.18%0.34%Q2 2020Q4 20228
Laurion Capital Management LP 410.00%0.01%0.03%Q4 2015Q1 20208
Cambridge Investment Research Advisors, Inc. 530.00%0.00%0.00%Q2 2016Q4 20228
LAZARD ASSET MANAGEMENT LLC 770.00%0.00%0.00%Q4 2020Q2 20227
CLINTON GROUP INC 410.01%0.07%0.10%Q4 2015Q3 20187
Maryland State Retirement & Pension System 610.01%0.01%0.01%Q1 2021Q4 20227
JANUS HENDERSON INVESTORS US LLC 770.00%0.00%0.00%Q3 2015Q1 20177
Placemark Investments, Inc. 770.02%0.02%0.02%Q2 2013Q4 20147
KB FINANCIAL PARTNERS, LLC 520.00%0.00%0.00%Q1 2021Q4 20227
Epoch Investment Partners, Inc. 520.01%0.06%0.10%Q2 2014Q4 20227
WFG Advisors, LP 770.00%0.00%0.00%Q2 2013Q4 20147
ETRADE Capital Management LLC 610.00%0.01%0.02%Q3 2013Q2 20207
ZWJ INVESTMENT COUNSEL INC 770.38%0.56%0.75%Q2 2021Q4 20227
NumerixS Investment Technologies Inc 520.02%0.03%0.05%Q3 2015Q4 20197
BOOTHBAY FUND MANAGEMENT, LLC 520.08%0.12%0.25%Q4 2014Q4 20227
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 430.01%0.01%0.01%Q2 2020Q4 20227
Keudell/Morrison Wealth Management 770.08%0.13%0.16%Q1 2019Q3 20207
Sowell Financial Services LLC 770.00%0.00%0.01%Q3 2019Q1 20217
Eidelman Virant Capital 520.08%0.19%0.42%Q3 2020Q3 20227
HAP Trading, LLC 310.00%0.05%0.23%Q3 2013Q3 20217
Sageworth Trust Co 770.00%0.00%0.00%Q2 2021Q4 20227
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 772.34%2.77%3.33%Q4 2014Q2 20167
Hood River Capital Management LLC 770.74%1.68%2.47%Q2 2013Q4 20147
CHASE INVESTMENT COUNSEL CORP 770.21%0.37%0.56%Q2 2015Q4 20167
Concord Wealth Partners 610.00%0.00%0.00%Q1 2021Q4 20227
FARMERS & MERCHANTS INVESTMENTS INC 520.00%0.00%0.00%Q1 2015Q4 20227
PUBLIC SECTOR PENSION INVESTMENT BOARD 410.01%0.02%0.03%Q2 2013Q2 20207
Patriot Financial Group Insurance Agency, LLC 770.01%0.01%0.02%Q4 2020Q2 20227
Spot Trading L.L.C 220.00%0.01%0.03%Q3 2013Q1 20177
GENERAL MOTORS INVESTMENT MANAGEMENT CORP 610.02%0.03%0.05%Q2 2013Q1 20157
SeaCrest Wealth Management, LLC 610.00%0.00%0.01%Q4 2017Q2 20227
Candriam S.C.A. 770.05%0.08%0.12%Q2 2021Q4 20227
Steward Partners Investment Advisory, LLC 310.00%0.00%0.00%Q1 2017Q1 20217
Donoghue Forlines LLC 310.04%0.32%0.83%Q1 2018Q3 20216
OPTIMUM INVESTMENT ADVISORS 660.01%0.01%0.01%Q3 2013Q4 20146
ONTARIO TEACHERS PENSION PLAN BOARD 420.00%0.01%0.01%Q1 2015Q3 20226
Magnetar Financial LLC 510.00%0.23%0.30%Q1 2017Q4 20226
WOLVERINE ASSET MANAGEMENT LLC 510.00%0.02%0.04%Q4 2013Q4 20226
CIBC Private Wealth Group, LLC 510.00%0.00%0.01%Q2 2015Q4 20196
Archford Capital Strategies, LLC 420.00%0.00%0.00%Q1 2015Q3 20166
LMCG INVESTMENTS, LLC 660.30%0.34%0.40%Q3 2013Q4 20146
Pacific Center for Financial Services 660.00%0.00%0.00%Q2 2021Q3 20226
Edgestream Partners, L.P. 510.02%0.10%0.22%Q2 2021Q4 20226
BENJAMIN F. EDWARDS & COMPANY, INC. 660.00%0.00%0.00%Q1 2021Q2 20226
Hutchin Hill Capital, LP 310.09%0.50%1.21%Q2 2013Q1 20176
Pearl River Capital, LLC 210.02%0.08%0.19%Q4 2018Q4 20226
MENTA CAPITAL LLC 310.02%0.16%0.40%Q1 2014Q3 20176
One Wealth Advisors, LLC 410.03%0.06%0.08%Q4 2017Q4 20226
STEPHENS INC /AR/ 420.01%0.01%0.01%Q2 2018Q2 20206
CSat Investment Advisory, L.P. 660.00%0.00%0.00%Q2 2019Q3 20206
HoldCo Asset Management, LP 668.02%9.12%10.26%Q4 2020Q1 20226
PINNACLE FINANCIAL PARTNERS INC 510.00%0.07%0.12%Q1 2014Q2 20176
CHICAGO EQUITY PARTNERS LLC 510.06%0.12%0.27%Q2 2018Q1 20206
PICTET ASSET MANAGEMENT SA 660.00%0.00%0.00%Q3 2021Q4 20226
SIRIOS CAPITAL MANAGEMENT L P 660.01%0.20%0.47%Q3 2020Q4 20216
Ranch Capital Advisors Inc. 510.00%0.00%0.00%Q4 2019Q3 20216
Skandinaviska Enskilda Banken AB (publ) 510.00%0.00%0.01%Q1 2021Q4 20226
Piermont Capital Management Inc. 660.74%0.79%0.84%Q4 2015Q1 20176
Cadence Bank 660.19%0.35%0.59%Q4 2018Q1 20206
AdvisorNet Financial, Inc 660.01%0.01%0.02%Q4 2017Q1 20196
SEVEN EIGHT CAPITAL, LP 410.01%0.06%0.10%Q4 2013Q4 20196
Summit X, LLC 420.07%0.10%0.12%Q2 2018Q4 20196
Smithfield Trust Co 420.01%0.01%0.02%Q2 2018Q4 20196
FRANKLIN RESOURCES INC 660.00%0.00%0.00%Q3 2021Q4 20226
Mariner, LLC 420.00%0.00%0.00%Q1 2019Q4 20226
Employees Retirement System of Texas 660.02%0.03%0.06%Q1 2018Q2 20196
HBK INVESTMENTS L P 210.00%0.01%0.02%Q3 2014Q4 20186
Acrospire Investment Management LLC 660.01%0.05%0.12%Q1 2016Q2 20176
Harvest Fund Management Co., Ltd 660.00%0.00%0.00%Q3 2021Q4 20226
Alberta Investment Management Corp 310.01%0.02%0.03%Q4 2018Q4 20216
Princeton Alpha Management LP 310.05%0.10%0.20%Q3 2014Q1 20176
EASTERLY INVESTMENT PARTNERS LLC 660.15%0.18%0.27%Q3 2021Q4 20226
HOMESTEAD ADVISERS CORP 660.04%0.07%0.08%Q3 2021Q4 20226
DECADE CAPITAL MANAGEMENT LLC 510.02%1.26%2.46%Q3 2013Q3 20156
LORD, ABBETT & CO. LLC 660.07%0.10%0.12%Q3 2013Q4 20146
Inspire Investing, LLC 660.03%0.03%0.03%Q3 2021Q4 20226
NOMURA ASSET MANAGEMENT CO LTD 410.00%0.00%0.00%Q2 2016Q4 20226
Crosspoint Capital Strategies, LLC 510.01%0.41%2.39%Q4 2013Q4 20226
VOLORIDGE INVESTMENT MANAGEMENT, LLC 310.00%0.01%0.02%Q1 2019Q4 20226
Proficio Capital Partners LLC 420.00%0.01%0.01%Q4 2015Q2 20196
CIGNA INVESTMENTS INC /NEW 660.11%0.13%0.15%Q1 2019Q2 20206
Brookstone Capital Management 420.03%0.06%0.15%Q2 2017Q3 20196
Matarin Capital Management, LLC 660.26%0.32%0.36%Q3 2017Q4 20186
Global Retirement Partners, LLC 550.01%0.01%0.02%Q4 2017Q4 20185
Petrus Trust Company, LTA 410.02%0.04%0.07%Q4 2018Q4 20205
Marshall Wace North America L.P. 310.01%0.02%0.04%Q2 2018Q3 20205
CARDIFF PARK ADVISORS, LLC 550.03%0.03%0.03%Q4 2021Q4 20225
DekaBank Deutsche Girozentrale 410.00%0.00%0.00%Q3 2014Q2 20185
Handelsinvest Investeringsforvaltning 550.21%0.78%0.99%Q3 2018Q3 20195
rhino investment partners, Inc 550.63%0.94%1.14%Q4 2021Q4 20225
Assenagon Asset Management S.A. 210.00%0.02%0.05%Q3 2020Q3 20225
TEALWOOD ASSET MANAGEMENT INC 551.23%1.44%1.58%Q4 2017Q4 20185
Neuberger Berman Canada ULC 410.25%0.36%0.52%Q3 2015Q3 20175
HITE Hedge Asset Management LLC 550.15%0.32%0.42%Q1 2021Q1 20225
SECOR Capital Advisors, LP 550.07%0.27%0.45%Q1 2015Q1 20165
Covestor Ltd 550.05%0.07%0.09%Q4 2021Q4 20225
Point72 Asset Management, L.P. 410.00%0.01%0.01%Q2 2019Q3 20205
Schubert & Co 550.00%0.00%0.00%Q4 2021Q4 20225
RAMSEY QUANTITATIVE SYSTEMS 410.49%0.59%0.68%Q2 2016Q4 20185
IronBridge Private Wealth, LLC 550.00%0.00%0.01%Q4 2020Q4 20215
KMS FINANCIAL SERVICES, INC 550.06%0.08%0.12%Q3 2013Q3 20145
AQR Arbitrage LLC 550.32%0.39%0.45%Q4 2021Q4 20225
Sciencast Management LP 210.05%0.09%0.15%Q2 2016Q1 20215
Point72 Hong Kong Ltd 210.00%0.02%0.05%Q3 2017Q1 20205
Bell Investment Advisors, Inc 320.00%0.00%0.00%Q3 2021Q4 20225
SummerHaven Investment Management, LLC 320.44%0.47%0.53%Q4 2020Q4 20225
MAZAMA CAPITAL MANAGEMENT INC 550.06%0.20%0.35%Q1 2014Q1 20155
Allspring Global Investments Holdings, LLC 550.01%0.01%0.01%Q4 2021Q4 20225
Sandy Spring Bank 550.00%0.00%0.00%Q2 2015Q2 20165
Western Pacific Wealth Management, LP 550.01%0.01%0.01%Q4 2021Q4 20225
BRIDGEWAY CAPITAL MANAGEMENT, LLC 550.02%0.02%0.02%Q2 2013Q2 20145
JFS WEALTH ADVISORS, LLC 550.00%0.00%0.00%Q4 2021Q4 20225
BRYN MAWR CAPITAL MANAGEMENT INC 550.03%0.56%0.96%Q3 2014Q3 20155
WOODMONT INVESTMENT COUNSEL LLC 410.00%0.00%0.00%Q2 2015Q3 20165
Quadrature Capital Ltd 210.01%0.03%0.08%Q2 2016Q2 20215
Interval Partners, LP 320.02%0.12%0.20%Q2 2017Q2 20195
WELD CAPITAL MANAGEMENT LLC 410.07%0.16%0.27%Q4 2018Q1 20205
Bayesian Capital Management, LP 210.03%0.13%0.18%Q4 2017Q2 20205
NEW ENGLAND SECURITIES CORP /MA/ 550.00%0.00%0.00%Q2 2013Q2 20145
Orca Investment Management, LLC 551.95%2.97%3.66%Q4 2014Q4 20155
McAdams Wright Ragen, Inc. 410.01%0.01%0.02%Q2 2013Q3 20145
LIBERTY WEALTH MANAGEMENT LLC 550.00%0.00%0.01%Q4 2018Q4 20195
CAXTON ASSOCIATES LP 310.03%0.11%0.23%Q2 2014Q3 20195
Polar Asset Management Partners Inc. 210.00%0.00%0.01%Q2 2020Q4 20215
Centiva Capital, LP 210.01%0.02%0.06%Q4 2019Q4 20225
Andesa Financial Management Inc. 550.40%2.39%3.11%Q4 2017Q4 20185
YOUSIF CAPITAL MANAGEMENT, LLC 550.02%0.03%0.03%Q4 2021Q4 20225
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 550.89%1.44%1.81%Q4 2017Q4 20185
ArchPoint Investors 550.10%0.14%0.18%Q4 2018Q4 20195
Baystate Wealth Management LLC 550.00%0.00%0.00%Q4 2021Q4 20225
IndexIQ Advisors LLC 550.01%0.12%0.30%Q1 2021Q1 20225
Advisors Capital Management, LLC 550.11%0.47%0.64%Q2 2016Q2 20175
Hamlin Capital Management, LLC 551.62%2.19%2.65%Q4 2018Q4 20195
PIEDMONT INVESTMENT ADVISORS INC 410.00%0.01%0.01%Q2 2018Q1 20205
CIBC WORLD MARKET INC. 410.00%0.00%0.00%Q2 2014Q3 20155
Sageworth Trust Co of South Dakota 550.02%0.03%0.04%Q4 2021Q4 20225
Yorktown Management & Research Co Inc 550.05%0.05%0.06%Q4 2013Q4 20145
Legato Capital Management LLC 550.07%0.33%1.14%Q4 2016Q4 20175
Quantitative Systematic Strategies LLC 210.12%0.23%0.42%Q4 2014Q2 20195
MACKAY SHIELDS LLC 210.01%0.01%0.04%Q3 2019Q1 20215
Karp Capital Management Corp 410.01%0.04%0.07%Q4 2014Q1 20175
Mechanics Financial Corp 550.00%0.00%0.00%Q4 2021Q4 20225
Paradigm Financial Partners, LLC 550.10%0.30%0.38%Q4 2018Q4 20195
CONGRESS ASSET MANAGEMENT CO /MA 550.01%0.04%0.06%Q3 2017Q3 20185
ALPINE ASSOCIATES MANAGEMENT INC. 550.08%0.09%0.10%Q4 2021Q4 20225
WILMINGTON TRUST CO 440.06%0.07%0.08%Q3 2013Q2 20144
TDAM USA INC. 440.01%0.03%0.06%Q3 2014Q2 20154
CSS LLC/IL 440.01%0.07%0.13%Q1 2022Q4 20224
Front Row Advisors LLC 440.00%0.00%0.00%Q4 2017Q3 20184
MERCER GLOBAL ADVISORS INC /ADV 310.00%0.00%0.01%Q3 2019Q2 20224
DLD Asset Management, LP 440.12%0.19%0.28%Q1 2022Q4 20224
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 440.10%0.12%0.14%Q4 2013Q3 20144
MONTAG A & ASSOCIATES INC 220.00%0.02%0.04%Q4 2017Q1 20224
BANC FUNDS CO LLC 440.01%0.02%0.03%Q2 2013Q1 20144
Olympiad Research LP 440.34%1.11%1.89%Q4 2021Q3 20224
Financial Advocates Investment Management 440.02%0.03%0.04%Q1 2019Q4 20194
Grantham, Mayo, Van Otterloo & Co. LLC 440.10%0.16%0.20%Q1 2022Q4 20224
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 440.00%0.01%0.01%Q2 2018Q1 20194
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q3 2018Q4 20214
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 440.00%0.00%0.00%Q4 2017Q3 20184
CHARTWELL INVESTMENT PARTNERS/PA 440.26%0.29%0.30%Q2 2013Q1 20144
KEELEY ASSET MANAGEMENT CORP 440.02%0.06%0.08%Q1 2016Q4 20164
Asio Capital, LLC 440.49%0.84%1.04%Q4 2019Q3 20204
PAYDEN & RYGEL 310.00%0.59%1.02%Q4 2016Q4 20184
MONTGOMERY INVESTMENT MANAGEMENT INC 440.19%0.20%0.21%Q2 2016Q1 20174
Capital Advisors Wealth Management, LLC 440.14%0.29%0.42%Q1 2022Q4 20224
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 210.05%0.17%0.29%Q1 2018Q4 20224
HIGHLAND CAPITAL MANAGEMENT LP 220.01%0.01%0.02%Q1 2017Q1 20184
MILLER HOWARD INVESTMENTS INC /NY 440.43%0.53%0.63%Q2 2018Q1 20194
TURNER INVESTMENTS LLC 440.04%0.06%0.09%Q2 2013Q1 20144
NinePointTwo Capital LLC 440.07%0.09%0.10%Q4 2021Q3 20224
JGP Wealth Management, LLC 440.06%0.09%0.10%Q2 2021Q1 20224
Capital Investment Advisory Services, LLC 440.00%0.00%0.00%Q4 2018Q3 20194
Kemnay Advisory Services Inc. 440.24%0.42%0.54%Q4 2017Q3 20184
MHI Funds, LLC 440.67%0.79%0.92%Q2 2018Q1 20194
Hodges Capital Management Inc. 440.01%0.01%0.01%Q3 2015Q2 20164
APG Asset Management N.V. 210.00%0.01%0.01%Q2 2016Q3 20184
WEALTHFRONT Corp 440.00%0.00%0.00%Q4 2014Q3 20154
Mondrian Investment Partners LTD 440.00%0.04%0.06%Q2 2021Q1 20224
ELLINGTON MANAGEMENT GROUP LLC 110.09%0.12%0.19%Q2 2013Q4 20174
First Trust Capital Management L.P. 440.05%0.14%0.25%Q1 2022Q4 20224
Zions Bancorporation, N.A. 440.00%0.00%0.00%Q1 2019Q4 20194
ROOSEVELT INVESTMENT GROUP LLC 440.01%0.01%0.02%Q4 2021Q3 20224
Kellner Capital, LLC 440.63%1.85%4.59%Q1 2022Q4 20224
Financial Gravity Asset Management, Inc. 440.00%0.00%0.01%Q3 2021Q2 20224
Kavar Capital Partners, LLC 210.00%0.00%0.00%Q2 2015Q2 20194
Wilmington Trust, National Association 440.29%0.34%0.37%Q3 2013Q2 20144
Vident Investment Advisory, LLC 210.01%0.05%0.10%Q4 2014Q2 20184
Carroll Financial Associates, Inc. 310.00%0.00%0.00%Q3 2015Q4 20184
MUFG Securities EMEA plc 440.01%0.02%0.04%Q1 2020Q4 20204
Disciplined Investments, LLC 440.00%0.00%0.00%Q1 2022Q4 20224
FOSTER & MOTLEY INC 440.06%0.16%0.26%Q2 2018Q1 20194
MARINER INDEPENDENT ADVISOR NETWORK, LLC 210.01%0.01%0.02%Q4 2019Q3 20224
Itau Unibanco Holding S.A. 440.01%0.01%0.02%Q2 2018Q1 20194
Leeward Investments, LLC - MA 441.06%1.07%1.10%Q1 2022Q4 20224
Sonen Capital LLC 440.46%0.58%0.69%Q4 2021Q3 20224
Bridge City Capital, LLC 441.03%1.07%1.11%Q2 2017Q1 20184
Stanley-Laman Group, Ltd. 440.28%0.33%0.44%Q2 2016Q1 20174
GLOBEFLEX CAPITAL L P 310.03%0.22%0.32%Q3 2014Q3 20214
Athanor Capital, LP 440.01%0.01%0.03%Q2 2020Q1 20214
PDT Partners, LLC 110.01%0.02%0.04%Q3 2013Q1 20214
Quent Capital, LLC 440.00%0.00%0.00%Q1 2022Q4 20224
FJ Capital Management LLC 440.95%1.98%3.10%Q2 2014Q1 20154
AGF INVESTMENTS INC. 220.00%0.00%0.00%Q1 2020Q3 20224
JOYN Advisors, Inc. 440.01%0.01%0.02%Q1 2018Q4 20184
Somerset Trust Co 310.00%0.01%0.01%Q1 2017Q1 20194
Visionary Asset Management, Inc. 440.10%0.10%0.12%Q2 2017Q1 20184
Walleye Trading LLC 310.00%0.00%0.01%Q2 2015Q4 20224
HIGH POINT BANK & TRUST CO 440.00%0.00%0.00%Q1 2016Q4 20164
Convergence Investment Partners, LLC 210.00%0.09%0.15%Q1 2018Q4 20183
TWINBEECH CAPITAL LP 110.02%0.05%0.08%Q1 2021Q4 20223
NATIONAL BANK OF CANADA /FI/ 330.00%0.01%0.01%Q2 2022Q4 20223
SJS Investment Consulting Inc. 210.00%0.00%0.00%Q1 2022Q4 20223
Index Management Solutions, LLC 330.01%0.02%0.02%Q1 2014Q3 20143
Rehmann Capital Advisory Group 330.00%0.00%0.00%Q1 2018Q3 20183
Hexagon Capital Partners LLC 330.00%0.00%0.00%Q2 2022Q4 20223
ZEKE CAPITAL ADVISORS, LLC 330.03%0.03%0.03%Q4 2017Q2 20183
RELIANCE TRUST CO OF DELAWARE 330.02%0.02%0.02%Q4 2015Q2 20163
FineMark National Bank & Trust 210.00%0.00%0.00%Q2 2013Q1 20153
West Coast Financial LLC 330.06%0.08%0.10%Q3 2016Q1 20173
BRADLEY FOSTER & SARGENT INC/CT 330.05%0.05%0.06%Q4 2017Q2 20183
Sugarloaf Wealth Management, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Dougherty Wealth Advisers LLC 330.07%0.08%0.09%Q4 2018Q2 20193
Van Hulzen Asset Management, LLC 330.04%0.04%0.05%Q2 2022Q4 20223
Quantamental Technologies LLC 210.00%0.09%0.15%Q4 2018Q3 20193
Folger Hill Asset Management LP 330.03%0.04%0.06%Q3 2016Q1 20173
Channing Capital Management, LLC 330.13%0.14%0.15%Q1 2016Q3 20163
DARK FOREST CAPITAL MANAGEMENT LP 330.00%0.00%0.01%Q2 2021Q4 20213
BNP Paribas Asset Management Holding S.A. 330.00%0.00%0.00%Q4 2018Q2 20193
NEXPOINT ASSET MANAGEMENT, L.P. 331.54%1.96%2.78%Q2 2022Q4 20223
FOX RUN MANAGEMENT, L.L.C. 110.08%0.12%0.14%Q2 2017Q4 20183
CPWM, LLC 210.03%0.03%0.04%Q2 2018Q1 20193
Zions Bancorporation 210.00%0.01%0.02%Q2 2016Q4 20173
Lenox Wealth Advisors, LLC 330.00%0.00%0.00%Q3 2019Q1 20203
Rosenberg Matthew Hamilton 330.02%0.02%0.02%Q2 2022Q4 20223
STEINBERG ASSET MANAGEMENT LLC 330.05%0.05%0.05%Q4 2013Q2 20143
Buffington Mohr McNeal 110.03%0.04%0.06%Q4 2013Q1 20193
Orion Portfolio Solutions, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
KOCH INDUSTRIES INC 210.08%0.11%0.13%Q2 2017Q1 20183
Freestone Capital Holdings, LLC 210.00%0.02%0.04%Q2 2014Q4 20203
GARDNER LEWIS ASSET MANAGEMENT L P 332.36%3.28%4.85%Q2 2022Q4 20223
TFS CAPITAL LLC 210.11%0.15%0.21%Q2 2013Q1 20173
OXFORD ASSET MANAGEMENT LLP 210.01%0.02%0.04%Q4 2018Q3 20193
TWO SIGMA SECURITIES, LLC 110.00%0.02%0.04%Q1 2017Q2 20193
Visium Asset Management, LP 110.00%0.02%0.04%Q2 2014Q2 20153
NJ State Employees Deferred Compensation Plan 330.14%0.15%0.15%Q3 2017Q1 20183
Monarch Partners Asset Management LLC 330.54%0.83%0.99%Q4 2013Q2 20143
MACKENZIE FINANCIAL CORP 110.00%0.01%0.01%Q1 2019Q1 20213
Gupta Wealth Management LLC 210.00%0.00%0.00%Q2 2015Q1 20163
Teza Capital Management LLC 110.08%0.17%0.30%Q2 2018Q4 20223
HIGHBRIDGE CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q3 2015Q3 20163
Winslow, Evans & Crocker, Inc. 210.00%0.00%0.00%Q3 2014Q3 20153
Pinkerton Retirement Specialists, LLC 330.01%0.01%0.01%Q2 2016Q4 20163
O'Shares Investment Advisers, LLC 330.02%0.03%0.03%Q3 2019Q1 20203
Premia Global Advisors, LLC 210.03%0.03%0.04%Q4 2017Q1 20193
STANSBERRY ASSET MANAGEMENT, LLC 330.92%1.05%1.16%Q1 2022Q3 20223
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 330.09%0.12%0.15%Q1 2021Q3 20213
Blue Trust, Inc. 330.00%0.00%0.00%Q3 2022Q1 20233
ROTHSCHILD INVESTMENT LLC /IL 330.02%0.04%0.05%Q4 2019Q2 20203
ICM ASSET MANAGEMENT INC/WA 330.44%0.62%0.90%Q1 2016Q3 20163
1st Global Advisors, Inc. 330.02%0.02%0.03%Q1 2016Q3 20163
LMR Partners LLP 210.02%0.16%0.39%Q4 2015Q3 20183
AMP Capital Investors Ltd 210.00%0.00%0.00%Q3 2013Q2 20193
UMB Bank, n.a. 330.00%0.00%0.00%Q4 2021Q2 20223
HARBOUR INVESTMENTS, INC. 330.00%0.00%0.00%Q1 2021Q3 20213
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Legacy Private Trust Co. 330.02%0.02%0.03%Q2 2019Q4 20193
Arkadios Wealth Advisors 330.00%0.00%0.01%Q4 2019Q2 20203
Vigilant Capital Management, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Arjuna Capital 210.34%0.49%0.66%Q2 2018Q1 20193
Stratos Wealth Partners, LTD. 210.00%0.00%0.00%Q4 2017Q3 20183
PARK AVENUE SECURITIES LLC 210.01%0.01%0.01%Q1 2019Q4 20193
Inspire Advisors, LLC 330.05%0.09%0.13%Q2 2022Q4 20223
Man Investments Ltd 330.04%0.15%0.21%Q3 2013Q1 20143
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.00%0.00%0.00%Q4 2017Q3 20183
FSI GROUP, LLC 210.33%1.32%3.05%Q1 2014Q1 20193
Summit Global Investments 330.15%0.24%0.34%Q2 2019Q4 20193
LEUTHOLD GROUP, LLC 330.34%0.35%0.35%Q1 2017Q3 20173
ORSER CAPITAL MANAGEMENT, LLC 330.98%1.08%1.17%Q1 2018Q3 20183
Synergy Asset Management, LLC 220.68%0.72%0.75%Q2 2021Q3 20212
CIBC Asset Management Inc 220.00%0.00%0.00%Q2 2013Q3 20132
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
North Star Investment Management Corp. 220.08%0.08%0.09%Q2 2020Q3 20202
XTX Topco Ltd 110.09%0.17%0.24%Q1 2021Q4 20222
Personal Wealth Partners 220.00%0.00%0.00%Q3 2019Q4 20192
Y-Intercept (Hong Kong) Ltd 110.08%0.09%0.10%Q4 2020Q4 20222
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 220.14%0.14%0.15%Q3 2022Q4 20222
Absolute Return Capital, LLC 220.00%0.01%0.01%Q1 2014Q2 20142
GQ Asset Management, LLC 220.09%0.10%0.12%Q2 2019Q3 20192
Armbruster Capital Management, Inc. 220.01%0.01%0.02%Q4 2015Q1 20162
BBVA USA 220.02%0.02%0.02%Q2 2021Q3 20212
Canton Hathaway, LLC 110.03%0.06%0.09%Q4 2018Q3 20202
Financial Management Professionals, Inc. 110.00%0.00%0.00%Q2 2016Q4 20222
Fiera Capital Corp 220.01%0.01%0.01%Q3 2016Q4 20162
FourThought Financial, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
SCHRODER INVESTMENT MANAGEMENT GROUP 220.00%0.00%0.00%Q2 2013Q3 20132
THORNBURG INVESTMENT MANAGEMENT INC 220.05%0.05%0.05%Q2 2014Q3 20142
GAM SYSTEMATIC LLP 220.04%0.08%0.12%Q4 2015Q1 20162
Cribstone Capital Management, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Bain Capital Public Equity Management, LLC 110.81%0.83%0.85%Q3 2017Q1 20182
Venturi Wealth Management, LLC 220.04%0.05%0.05%Q4 2016Q1 20172
Cerebellum GP, LLC 220.16%0.22%0.28%Q3 2018Q4 20182
Airain ltd 110.02%0.02%0.02%Q2 2013Q1 20152
THOMAS H LEE PARTNERS LP 227.23%9.11%10.98%Q2 2014Q3 20142
Bodri Capital Management, LLC 111.17%1.23%1.29%Q2 2014Q4 20142
Eagle Bay Advisors LLC 220.00%0.00%0.00%Q3 2021Q4 20212
BROWN ADVISORY INC 110.00%0.00%0.00%Q3 2018Q4 20212
FIRST NATIONAL CORP /MA/ /ADV 220.00%0.00%0.00%Q4 2018Q1 20192
Royal Fund Management, LLC 220.00%0.00%0.00%Q3 2019Q4 20192
Baker Avenue Asset Management, LP 110.00%0.01%0.03%Q2 2014Q4 20222
WealthBridge Capital Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
MGO ONE SEVEN LLC 110.00%0.00%0.00%Q1 2018Q4 20182
Penserra Capital Management LLC 110.01%0.01%0.01%Q4 2019Q2 20202
HARVEST GROUP WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q3 2019Q4 20192
Alpha DNA Investment Management LLC 220.00%0.00%0.01%Q4 2020Q1 20212
Campbell & CO Investment Adviser LLC 110.19%0.36%0.54%Q3 2016Q4 20182
Integrated Wealth Management 220.00%0.00%0.00%Q1 2015Q2 20152
Ziegler Capital Management, LLC 220.06%0.06%0.06%Q2 2021Q3 20212
WARBURG PINCUS LLC 221.26%1.50%1.73%Q2 2014Q3 20142
Hillsdale Investment Management Inc. 110.05%0.13%0.20%Q2 2018Q4 20182
THOMPSON DAVIS & CO., INC. 220.08%0.09%0.10%Q2 2015Q3 20152
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Kore Private Wealth LLC 110.00%0.01%0.02%Q4 2018Q4 20192
Brouwer & Janachowski, LLC 110.31%0.31%0.31%Q3 2014Q3 20152
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2019Q1 20212
ETF MANAGERS GROUP, LLC 110.02%0.02%0.02%Q3 2021Q2 20222
Zebra Capital Management LLC 220.14%0.14%0.15%Q1 2019Q2 20192
Emerald Acquisition Ltd. 220.00%0.01%0.01%Q2 2016Q3 20162
CITIZENS FINANCIAL GROUP INC/RI 220.00%0.00%0.00%Q1 2020Q2 20202
Numeric Investors LLC 220.01%0.01%0.02%Q2 2013Q3 20132
CenterStar Asset Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20222
Legacy Advisors, LLC 110.01%0.01%0.01%Q4 2017Q3 20182
Bellwether Investment Group, LLC 220.01%0.01%0.01%Q4 2016Q1 20172
Newbridge Financial Services Group, Inc. 220.02%0.02%0.02%Q1 2021Q2 20212
HANSEATIC MANAGEMENT SERVICES INC 220.01%0.01%0.01%Q2 2015Q3 20152
Trek Financial, LLC 220.02%0.03%0.03%Q2 2019Q3 20192
Avantax Planning Partners, Inc. 110.00%0.01%0.01%Q3 2018Q1 20202
Connor, Clark & Lunn Investment Management Ltd. 110.00%0.01%0.01%Q2 2019Q1 20202
HAVENS ADVISORS LLC 222.02%4.43%6.84%Q3 2022Q4 20222
Walleye Capital LLC 110.04%0.07%0.10%Q2 2020Q4 20222
Camarda Financial Advisors, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
ADVISOR PARTNERS II, LLC 220.01%0.01%0.01%Q3 2022Q4 20222
SEI TRUST CO 220.02%0.02%0.02%Q2 2014Q3 20142
PARADIGM ASSET MANAGEMENT CO LLC 220.12%0.12%0.12%Q2 2017Q3 20172
Atria Investments, Inc 220.04%0.04%0.05%Q2 2019Q3 20192
Checchi Capital Advisers, LLC 220.00%0.00%0.00%Q1 2016Q2 20162
Bridgefront Capital, LLC 110.09%0.15%0.21%Q4 2020Q4 20212
FORT, L.P. 110.00%0.00%0.01%Q4 2018Q3 20192
VAN ECK ASSOCIATES CORP 220.00%0.00%0.00%Q4 2021Q1 20222
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q2 2016Q3 20162
Dorsey & Whitney Trust CO LLC 110.05%0.05%0.05%Q3 2013Q2 20162
INTACT INVESTMENT MANAGEMENT INC. 220.01%0.01%0.01%Q4 2014Q1 20152
Moisand Fitzgerald Tamayo, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Azora Capital LP 110.73%2.48%4.24%Q1 2018Q3 20212
Bartlett & Co. LLC 110.00%0.00%0.00%Q3 2013Q4 20142
ADIRONDACK RETIREMENT SPECIALISTS, INC. 220.01%0.01%0.01%Q3 2022Q4 20222
MOODY NATIONAL BANK TRUST DIVISION 220.03%0.04%0.05%Q3 2022Q4 20222
Atom Investors LP 110.02%0.04%0.06%Q1 2019Q3 20202
Townsend & Associates, Inc 220.00%0.00%0.00%Q4 2017Q1 20182
Capstone Investment Advisors (Netherlands), B.V. 110.53%0.66%0.79%Q4 2016Q2 20172
B. Riley Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2014Q4 20142
Delta Investment Management, LLC 220.15%0.15%0.16%Q2 2019Q3 20192
AIGEN INVESTMENT MANAGEMENT, LP 220.00%0.01%0.01%Q4 2019Q1 20202
WEDGE CAPITAL MANAGEMENT L L P/NC 220.00%0.00%0.00%Q4 2020Q1 20212
MIRABELLA FINANCIAL SERVICES LLP 110.03%0.05%0.06%Q1 2021Q3 20212
Vestcor Inc 220.00%0.00%0.00%Q4 2021Q1 20222
Elizabeth Park Capital Advisors, Ltd. 221.87%1.92%1.96%Q2 2021Q3 20212
CITY HOLDING CO 220.00%0.00%0.00%Q2 2016Q3 20162
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q3 20222
ADAMS DIVERSIFIED EQUITY FUND, INC. 220.04%0.04%0.04%Q1 2018Q2 20182
NewSquare Capital LLC 110.00%0.00%0.00%Q4 2019Q4 20191
TRUST CO OF VERMONT 110.00%0.00%0.00%Q3 2019Q3 20191
Segantii Capital Management Ltd 110.01%0.01%0.01%Q4 2021Q4 20211
Hilton Capital Management, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
DUALITY ADVISERS, LP 110.07%0.07%0.07%Q2 2020Q2 20201
Blueshift Asset Management, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
FORA Capital, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
TFO Wealth Partners, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Capula Management Ltd 110.01%0.01%0.01%Q4 2022Q4 20221
BUCKINGHAM STRATEGIC WEALTH, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
JAMES INVESTMENT RESEARCH INC 110.07%0.07%0.07%Q2 2018Q2 20181
Alpine Global Management, LLC 110.11%0.11%0.11%Q3 2022Q3 20221
Chicago Capital Management, LLC 113.01%3.01%3.01%Q4 2021Q4 20211
MOTCO 110.00%0.00%0.00%Q1 2017Q1 20171
Bristlecone Advisors, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Jupiter Investment Management Ltd 110.00%0.00%0.00%Q1 2019Q1 20191
MENDON CAPITAL ADVISORS CORP 110.80%0.80%0.80%Q1 2020Q1 20201
Rotella Capital Management, Inc. 110.12%0.12%0.12%Q3 2015Q3 20151
BARINGS LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Exchange Capital Management, Inc. 110.00%0.00%0.00%Q4 2014Q4 20141
Corient Private Wealth LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Belpointe Asset Management LLC 110.00%0.00%0.00%Q4 2022Q4 20221
EHP Funds Inc. 110.22%0.22%0.22%Q3 2022Q3 20221
KeyPoint Capital Management, LLC 114.06%4.06%4.06%Q3 2014Q3 20141
Amundi 110.00%0.00%0.00%Q4 2022Q4 20221
Virtue Capital Management, LLC 110.07%0.07%0.07%Q2 2019Q2 20191
AGF MANAGEMENT LTD 110.02%0.02%0.02%Q4 2022Q4 20221
Paulson Wealth Management Inc. 110.00%0.00%0.00%Q4 2017Q4 20171
CALTON & ASSOCIATES, INC. 110.05%0.05%0.05%Q4 2017Q4 20171
SUN LIFE FINANCIAL INC 110.08%0.08%0.08%Q3 2019Q3 20191
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 110.00%0.00%0.00%Q1 2022Q1 20221
Nine Chapters Capital Management LLC 110.06%0.06%0.06%Q3 2013Q3 20131
Lombard Odier Asset Management (Europe) Ltd 110.18%0.18%0.18%Q4 2014Q4 20141
JNBA Financial Advisors 110.00%0.00%0.00%Q3 2016Q3 20161
FNY Investment Advisers, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
BI Asset Management Fondsmaeglerselskab A/S 110.13%0.13%0.13%Q3 2019Q3 20191
SPRING CREEK CAPITAL LLC 110.10%0.10%0.10%Q2 2018Q2 20181
Sonora Investment Management, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
BBJS FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 110.01%0.01%0.01%Q2 2013Q2 20131
GHP Investment Advisors, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
BLUE ARROW CAPITAL MANAGEMENT LLC 110.71%0.71%0.71%Q3 2015Q3 20151
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
Telemetry Investments, L.L.C. 110.57%0.57%0.57%Q4 2022Q4 20221
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Irish Life Investment Managers Ltd. 110.00%0.00%0.00%Q2 2013Q2 20131
Crystalline Management Inc. 114.82%4.82%4.82%Q4 2022Q4 20221
SMITH ASSET MANAGEMENT GROUP LP 110.00%0.00%0.00%Q4 2018Q4 20181
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q1 2020Q1 20201
FNY Managed Accounts LLC 110.02%0.02%0.02%Q4 2017Q4 20171
GENWORTH FINANCIAL INC 110.02%0.02%0.02%Q2 2013Q2 20131
Wealthspire Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Wealth Quarterback LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Tradewinds Global Investors, LLC 110.01%0.01%0.01%Q2 2016Q2 20161
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Tibra Equities Europe Ltd 110.12%0.12%0.12%Q1 2018Q1 20181
Confluence Wealth Management LLC 110.05%0.05%0.05%Q2 2020Q2 20201
CAMBRIDGE TRUST CO 110.00%0.00%0.00%Q4 2021Q4 20211
ALPINE WOODS CAPITAL INVESTORS, LLC 110.03%0.03%0.03%Q4 2014Q4 20141
CAPSTONE INVESTMENT ADVISORS, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
Partnervest Advisory Services LLC 110.00%0.00%0.00%Q2 2014Q2 20141
Delpha Capital Management, LLC 110.03%0.03%0.03%Q4 2017Q4 20171
Cresset Asset Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Laurel Wealth Advisors, Inc. 110.37%0.37%0.37%Q3 2019Q3 20191
NWK Group, Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
Jump Financial, LLC 110.15%0.15%0.15%Q4 2022Q4 20221
Signition LP 110.18%0.18%0.18%Q4 2018Q4 20181
Gary Goldberg Planning Services Inc 110.00%0.00%0.00%Q1 2014Q1 20141
Burt Wealth Advisors 110.00%0.00%0.00%Q4 2020Q4 20201
SHAPIRO ROBERT N 110.01%0.01%0.01%Q4 2014Q4 20141
Alera Investment Advisors, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Aquatic Capital Management LLC 110.08%0.08%0.08%Q4 2022Q4 20221
BAILARD, INC. 110.01%0.01%0.01%Q2 2022Q2 20221
MONETA GROUP INVESTMENT ADVISORS LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Asset Management One Co., Ltd. 110.00%0.00%0.00%Q4 2016Q4 20161
TCG Advisors, LP 110.00%0.00%0.00%Q1 2019Q1 20191
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.03%0.03%0.03%Q3 2018Q3 20181
Private Advisor Group, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/ 110.01%0.01%0.01%Q1 2018Q1 20181
EAM Investors, LLC 110.23%0.23%0.23%Q2 2014Q2 20141
BSW Wealth Partners 110.12%0.12%0.12%Q3 2018Q3 20181
Clark Capital Management Group, Inc. 110.02%0.02%0.02%Q2 2018Q2 20181
Next Capital Management LLC 110.00%0.00%0.00%Q2 2019Q2 20191
CADENCE CAPITAL MANAGEMENT LLC 110.02%0.02%0.02%Q3 2018Q3 20181
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT 110.13%0.13%0.13%Q3 2015Q3 20151
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
ASSOCIATED BANC-CORP 110.00%0.00%0.00%Q1 2020Q1 20201
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Standard Family Office LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Spire Wealth Management 110.00%0.00%0.00%Q1 2021Q1 20211
HM PAYSON & CO 110.00%0.00%0.00%Q3 2020Q3 20201
Cassady Schiller Wealth Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Kingsview Wealth Management, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Magnus Financial Group LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Calamos Wealth Management LLC 110.35%0.35%0.35%Q4 2014Q4 20141
Optiver Holding B.V. 110.00%0.00%0.00%Q1 2022Q1 20221
Balentine LLC 110.00%0.00%0.00%Q4 2019Q4 20191
MYCIO WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
Maven Securities LTD 110.01%0.01%0.01%Q3 2022Q3 20221
PERSONAL CFO SOLUTIONS, LLC 110.16%0.16%0.16%Q3 2019Q3 20191
Oak Thistle LLC 110.13%0.13%0.13%Q1 2022Q1 20221
WHALEROCK POINT PARTNERS, LLC 110.09%0.09%0.09%Q1 2018Q1 20181
ALGERT GLOBAL LLC 110.06%0.06%0.06%Q3 2021Q3 20211
Fusion Investment Group, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
Quantinno Capital Management LP 110.20%0.20%0.20%Q1 2020Q1 20201
Financial Advisors Network, Inc. 110.01%0.01%0.01%Q4 2016Q4 20161
CALDWELL SUTTER CAPITAL, INC. 110.03%0.03%0.03%Q4 2022Q4 20221
Horizon Investments, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
WealthTrust Fairport, LLC 110.01%0.01%0.01%Q1 2014Q1 20141
Summit Trail Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
CARLSON CAPITAL L P 110.05%0.05%0.05%Q3 2017Q3 20171
Trium Capital LLP 110.51%0.51%0.51%Q4 2022Q4 20221
Redhawk Wealth Advisors, Inc. 110.01%0.01%0.01%Q2 2019Q2 20191
CONNING INC. 110.01%0.01%0.01%Q4 2015Q4 20151
Secure Asset Management, LLC 110.13%0.13%0.13%Q4 2019Q4 20191
STIFEL NICOLAUS & CO INC \MO\ 110.01%0.01%0.01%Q2 2013Q2 20131
ROCKEFELLER FINANCIAL SERVICES INC 110.00%0.00%0.00%Q1 2016Q1 20161
Vazirani Asset Management LLC 114.05%4.05%4.05%Q1 2022Q1 20221
Alpha Paradigm Partners, LLC 110.04%0.04%0.04%Q1 2021Q1 20211
Ibex Investors LLC 110.22%0.22%0.22%Q2 2018Q2 20181
Tradeworx Inc. 110.13%0.13%0.13%Q3 2013Q3 20131
BRC Investment Management LLC 110.06%0.06%0.06%Q3 2013Q3 20131
PRUDENTIAL PLC 110.00%0.00%0.00%Q4 2019Q4 20191
WealthOne, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
OCCUDO QUANTITATIVE STRATEGIES LP 110.50%0.50%0.50%Q4 2020Q4 20201
EXCHANGE TRADED CONCEPTS, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Robeco Institutional Asset Management B.V. 110.05%0.05%0.05%Q2 2018Q2 20181
JACOBS ASSET MANAGEMENT, LLC 111.99%1.99%1.99%Q3 2020Q3 20201
Enlightenment Research, LLC 110.06%0.06%0.06%Q4 2018Q4 20181
ACCESS FINANCIAL SERVICES, INC. 110.46%0.46%0.46%Q3 2018Q3 20181
Cordant, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
BLAIR WILLIAM & CO/IL 110.00%0.00%0.00%Q1 2020Q1 20201
Pergamon Offshore Advisors, L.P. 110.20%0.20%0.20%Q3 2015Q3 20151
Graham Capital Management, L.P. 110.03%0.03%0.03%Q1 2022Q1 20221
CLEAR STREET MARKETS LLC 110.16%0.16%0.16%Q1 2017Q1 20171
Financial Insights, Inc. 110.03%0.03%0.03%Q2 2021Q2 20211
KIM, LLC 110.11%0.11%0.11%Q2 2022Q2 20221
No Street GP LP 111.32%1.32%1.32%Q1 2020Q1 20201
BASSWOOD CAPITAL MANAGEMENT, L.L.C. 110.24%0.24%0.24%Q4 2018Q4 20181
Asset Dedication, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
S.A. Mason LLC 110.00%0.00%0.00%Q4 2019Q4 20191
PNC Managed Account Solutions, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
Core Wealth Advisors, Inc. 110.03%0.03%0.03%Q4 2020Q4 20201
Beacon Pointe Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Cranbrook Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
M&R CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q4 2022Q4 20221
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
S. MUOIO & CO. LLC 110.44%0.44%0.44%Q1 2022Q1 20221
SOCIETE GENERALE 110.03%0.03%0.03%Q2 2016Q2 20161
Weiss Asset Management LP 110.03%0.03%0.03%Q1 2022Q1 20221
Apriem Advisors 110.01%0.01%0.01%Q1 2015Q1 20151
Csenge Advisory Group 110.00%0.00%0.00%Q3 2018Q3 20181
Highstreet Asset Management Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
TIVERTON ASSET MANAGEMENT LLC 110.01%0.01%0.01%Q1 2019Q1 20191
SPHINX TRADING, LP 110.35%0.35%0.35%Q4 2021Q4 20211
Steward Financial Group LLC 110.00%0.00%0.00%Q2 2022Q2 20221
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2021Q1 20211
CIBC WORLD MARKETS CORP 110.00%0.00%0.00%Q1 2021Q1 20211
EVERGREEN CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Mission Creek Capital Partners, Inc. 110.13%0.13%0.13%Q4 2019Q4 20191
Parametrica Management Ltd 110.11%0.11%0.11%Q1 2020Q1 20201
Inscription Capital, LLC 110.04%0.04%0.04%Q2 2021Q2 20211
PICTON MAHONEY ASSET MANAGEMENT 110.15%0.15%0.15%Q3 2022Q3 20221
Watson Rebecca 110.01%0.01%0.01%Q2 2020Q2 20201
WEDBUSH SECURITIES INC 110.03%0.03%0.03%Q2 2017Q2 20171
CULLEN/FROST BANKERS, INC. 110.00%0.00%0.00%Q2 2019Q2 20191
BAIRD ROBERT W & CO INC /WI/ 110.00%0.00%0.00%Q1 2015Q1 20151
Banco de Sabadell, S.A 110.12%0.12%0.12%Q2 2018Q2 20181
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Evercore Wealth Management, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
CREDIT AGRICOLE S A 110.00%0.00%0.00%Q1 2017Q1 20171
NewEdge Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
KESTRA PRIVATE WEALTH SERVICES, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
GLAZER CAPITAL, LLC 110.08%0.08%0.08%Q4 2022Q4 20221
EVOKE WEALTH, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
KNIGHT CAPITAL GROUP LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Calamos Advisors LLC 110.02%0.02%0.02%Q4 2014Q4 20141
Alpenglow Capital LP 114.52%4.52%4.52%Q4 2014Q4 20141
Measured Wealth Private Client Group, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Pine River Capital Management L.P. 110.00%0.00%0.00%Q3 2014Q3 20141
ELEMENT CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Atlas Private Wealth Advisors 110.00%0.00%0.00%Q1 2021Q1 20211
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Jane Street Holding, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Independent Portfolio Consultants, Inc. 110.01%0.01%0.01%Q2 2014Q2 20141
BlueCrest Capital Management LLP 110.08%0.08%0.08%Q1 2014Q1 20141
Privium Fund Management (UK) Ltd 111.76%1.76%1.76%Q3 2022Q3 20221
AJO, LP 110.05%0.05%0.05%Q2 2013Q2 20131
RAMIUS ADVISORS LLC 111.87%1.87%1.87%Q3 2022Q3 20221
Acrisure Capital Management, LLC 110.35%0.35%0.35%Q4 2022Q4 20221
ClearBridge Investments 110.00%0.00%0.00%Q3 2015Q3 20151
Hennion & Walsh Asset Management, Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
Prestige Wealth Management Group LLC 110.00%0.00%0.00%Q4 2018Q4 20181
BREMER TRUST NATIONAL ASSOCIATION 110.01%0.01%0.01%Q4 2018Q4 20181
Kestra Advisory Services, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
PATRIOT FINANCIAL PARTNERS GP, LP 110.07%0.07%0.07%Q3 2020Q3 20201
Amalgamated Financial Corp. 110.02%0.02%0.02%Q1 2022Q1 20221
Counterpoint Mutual Funds LLC 110.14%0.14%0.14%Q4 2022Q4 20221
COMERICA SECURITIES,INC. 110.00%0.00%0.00%Q4 2022Q4 20221
External links

This page lists all the filers that currently own UMPQUA HLDGS CORP or have owned UMPQUA HLDGS CORP in the past.