UNITED BANKSHARES INC WEST V shareholder history

Current and past UNITED BANKSHARES INC WEST V shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 20190.00%0.00%0.01%Q4 2013Q3 202379
HUNTINGTON NATIONAL BANK 59590.00%0.02%0.05%Q1 2009Q3 202359
Citadel Advisors 18100.00%0.00%0.02%Q2 2013Q3 202359
First Horizon Advisors, Inc. 4060.00%0.01%0.06%Q1 2012Q3 202346
GOLDMAN SACHS GROUP INC 4240.00%0.00%0.03%Q1 2012Q3 202346
TEXAS PERMANENT SCHOOL FUND CORP 43430.01%0.03%0.06%Q1 2013Q3 202343
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 43430.01%0.01%0.02%Q1 2013Q3 202343
CREDIT SUISSE AG/ 43430.00%0.00%0.01%Q1 2013Q3 202343
Smith, Graham & Co., Investment Advisors, LP 42420.36%0.66%0.96%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.01%Q2 2013Q3 202342
STATE STREET CORP 42420.01%0.02%0.04%Q2 2013Q3 202342
TRUIST FINANCIAL CORP 42420.01%0.01%0.03%Q2 2013Q3 202342
McKinley Carter Wealth Services, Inc. 42420.08%0.48%4.48%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.00%0.01%0.03%Q2 2013Q3 202342
UBS ASSET MANAGEMENT AMERICAS INC 42420.00%0.00%0.00%Q2 2013Q3 202342
RHUMBLINE ADVISERS 42420.01%0.02%0.03%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 42420.00%0.01%0.03%Q2 2013Q3 202342
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 42420.00%0.01%0.01%Q2 2013Q3 202342
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 42420.01%0.01%0.02%Q2 2013Q3 202342
NTV ASSET MANAGEMENT LLC 42420.33%0.61%1.07%Q2 2013Q3 202342
BARCLAYS PLC 42420.00%0.00%0.01%Q2 2013Q3 202342
NEW YORK STATE COMMON RETIREMENT FUND 42420.02%0.02%0.03%Q2 2013Q3 202342
AMERICAN INTERNATIONAL GROUP, INC. 42420.01%0.03%0.08%Q2 2013Q3 202342
ALLIANCEBERNSTEIN L.P. 42420.00%0.00%0.01%Q2 2013Q3 202342
Swiss National Bank 42420.01%0.01%0.01%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
VANGUARD GROUP INC 42420.01%0.01%0.02%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.01%0.02%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.01%0.02%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 42420.01%0.03%0.17%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.01%Q2 2013Q3 202342
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 42420.01%0.01%0.01%Q2 2013Q3 202342
BlackRock Inc. 42420.00%0.01%0.03%Q2 2013Q3 202342
Sandy Spring Bank 42420.01%0.04%0.08%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.02%0.06%0.10%Q2 2013Q3 202342
NISA INVESTMENT ADVISORS, LLC 42420.01%0.01%0.03%Q2 2013Q3 202342
NORGES BANK 4020.01%0.01%0.02%Q2 2012Q4 202242
AMERIPRISE FINANCIAL INC 42420.00%0.01%0.08%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.01%0.02%0.03%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 42420.00%0.00%0.05%Q2 2013Q3 202342
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42420.01%0.01%0.02%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.00%Q2 2013Q3 202342
PRICE T ROWE ASSOCIATES INC /MD/ 42420.00%0.00%0.00%Q2 2013Q3 202342
VOYA INVESTMENT MANAGEMENT LLC 42420.00%0.00%0.00%Q2 2013Q3 202342
GEODE CAPITAL MANAGEMENT, LLC 42420.01%0.01%0.02%Q2 2013Q3 202342
PRUDENTIAL FINANCIAL INC 42420.00%0.01%0.01%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.00%0.01%Q2 2013Q3 202342
PRINCIPAL FINANCIAL GROUP INC 42420.01%0.02%0.04%Q2 2013Q3 202342
STALEY CAPITAL ADVISERS INC 42420.08%0.39%0.89%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
SILVERCREST ASSET MANAGEMENT GROUP LLC 42420.01%0.31%1.15%Q2 2013Q3 202342
THRIVENT FINANCIAL FOR LUTHERANS 42420.00%0.00%0.02%Q2 2013Q3 202342
ProShare Advisors LLC 42420.01%0.08%0.16%Q2 2013Q3 202342
METROPOLITAN LIFE INSURANCE CO/NY 42420.01%0.02%0.04%Q2 2013Q3 202342
Creative Planning 3380.00%0.01%0.03%Q2 2013Q3 202341
BNP PARIBAS FINANCIAL MARKETS 3560.00%0.00%0.01%Q2 2013Q3 202341
WESBANCO BANK INC 30110.15%0.30%0.46%Q2 2013Q3 202341
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 41410.00%0.00%0.00%Q3 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.01%Q2 2013Q3 202341
NORTHSTAR ASSET MANAGEMENT LLC 41410.12%0.19%0.30%Q3 2013Q3 202341
Tributary Capital Management, LLC 41410.69%1.35%2.32%Q2 2013Q2 202341
Janney Montgomery Scott LLC 41410.00%0.03%0.12%Q3 2013Q3 202341
DEUTSCHE BANK AG\ 41410.00%0.00%0.02%Q3 2013Q3 202341
ENVESTNET ASSET MANAGEMENT INC 21200.00%0.00%0.01%Q2 2013Q3 202341
FIRST NATIONAL BANK OF OMAHA 41410.02%0.15%0.34%Q2 2013Q2 202341
Arizona State Retirement System 3380.01%0.02%0.03%Q1 2013Q3 202341
JPMORGAN CHASE & CO 3650.00%0.00%0.01%Q2 2013Q3 202341
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 3650.00%0.01%0.01%Q2 2013Q3 202341
Janney Capital Management LLC 25150.00%0.02%0.04%Q3 2013Q3 202340
RAYMOND JAMES & ASSOCIATES 3160.00%0.00%0.01%Q2 2014Q3 202340
UNITED CAPITAL FINANCIAL ADVISORS, LLC 3810.00%0.07%0.26%Q2 2013Q3 202340
PROFUND ADVISORS LLC 2710.01%0.02%0.05%Q2 2013Q3 202340
Louisiana State Employees Retirement System 40400.02%0.04%0.07%Q4 2013Q3 202340
CITY HOLDING CO 40400.06%0.19%0.43%Q4 2013Q3 202340
DAVENPORT & Co LLC 2710.00%0.00%0.01%Q2 2013Q3 202340
EARNEST PARTNERS LLC 40400.44%0.64%0.78%Q4 2013Q3 202340
COMERICA BANK 3820.00%0.02%0.03%Q3 2013Q3 202340
Waldron Private Wealth LLC 40400.12%0.61%1.40%Q4 2013Q3 202340
STRS OHIO 39390.00%0.00%0.00%Q1 2014Q3 202339
BASSWOOD CAPITAL MANAGEMENT, L.L.C. 39390.27%0.40%0.70%Q1 2014Q3 202339
GREAT WEST LIFE ASSURANCE CO /CAN/ 23160.00%0.00%0.01%Q4 2013Q3 202339
CHARTWELL INVESTMENT PARTNERS, LLC 38380.17%0.27%0.47%Q2 2014Q3 202338
Legal & General Group Plc 37370.00%0.00%0.01%Q3 2014Q3 202337
BESSEMER GROUP INC 3150.00%0.00%0.00%Q2 2013Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.00%0.01%0.01%Q2 2013Q1 202236
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2610.00%0.00%0.00%Q2 2013Q3 202336
EVERMAY WEALTH MANAGEMENT LLC 2310.03%0.17%0.41%Q4 2013Q3 202336
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
Glassman Wealth Services 36360.00%0.01%0.05%Q4 2014Q3 202336
PALLADIUM PARTNERS LLC 36360.02%0.04%0.06%Q2 2013Q1 202236
Tower Research Capital LLC (TRC) 1410.00%0.01%0.03%Q2 2013Q3 202336
FMR LLC 35350.00%0.00%0.00%Q1 2015Q3 202335
SG Americas Securities, LLC 1110.00%0.01%0.07%Q2 2013Q3 202335
AMALGAMATED BANK 34340.01%0.02%0.03%Q2 2015Q3 202334
CONNABLE OFFICE INC 3110.05%0.06%0.08%Q2 2013Q2 202334
TEACHER RETIREMENT SYSTEM OF TEXAS 22120.00%0.00%0.01%Q2 2013Q3 202334
Ameritas Investment Partners, Inc. 2910.01%0.06%0.10%Q2 2014Q3 202334
SECURITY NATIONAL TRUST CO 34340.18%0.47%0.78%Q2 2013Q3 202134
Cambridge Investment Research Advisors, Inc. 34340.00%0.01%0.01%Q2 2015Q3 202334
BROWN ADVISORY INC 3310.00%0.02%0.06%Q4 2014Q3 202334
Zurcher Kantonalbank (Zurich Cantonalbank) 2490.00%0.00%0.01%Q1 2015Q3 202333
Versant Capital Management, Inc 33330.00%0.01%0.04%Q4 2015Q4 202333
GLENMEDE TRUST CO NA 2110.00%0.00%0.03%Q1 2010Q3 202032
LPL Financial LLC 1310.00%0.00%0.01%Q3 2013Q3 202332
QUADRANT CAPITAL GROUP LLC 1620.00%0.00%0.02%Q2 2015Q3 202332
MILLENNIUM MANAGEMENT LLC 1410.00%0.01%0.03%Q2 2013Q3 202331
Brandywine Global Investment Management, LLC 18130.02%0.05%0.06%Q2 2014Q3 202231
MASON STREET ADVISORS, LLC 31310.00%0.02%0.05%Q2 2013Q4 202031
Cetera Advisors LLC 1750.00%0.02%0.04%Q3 2014Q1 202331
IFP Advisors, Inc 17140.00%0.00%0.02%Q4 2015Q3 202331
PEOPLES BANK /OH 19110.13%0.42%0.99%Q4 2015Q2 202330
Raymond James Financial Services Advisors, Inc. 2910.00%0.00%0.01%Q2 2013Q3 202330
DIXON HUBARD FEINOUR & BROWN INC/VA 2710.04%0.10%0.13%Q2 2013Q2 202130
NATIXIS ADVISORS, L.P. 2310.00%0.01%0.03%Q2 2013Q3 202329
M&T BANK CORP 2540.00%0.07%0.14%Q3 2014Q3 202329
UNITED BANK 2450.24%4.60%8.86%Q1 2016Q3 202329
Parallel Advisors, LLC 28280.00%0.00%0.00%Q4 2016Q3 202328
Baird Financial Group, Inc. 1910.00%0.00%0.00%Q2 2015Q2 202227
OPPENHEIMER ASSET MANAGEMENT INC. 27270.02%0.03%0.04%Q1 2017Q3 202327
Gradient Investments LLC 17100.00%0.17%0.59%Q2 2013Q1 202027
PineBridge Investments, L.P. 27270.00%0.02%0.10%Q2 2013Q4 201927
TD ASSET MANAGEMENT INC 27270.00%0.00%0.00%Q2 2013Q4 201927
SEI INVESTMENTS CO 1550.00%0.00%0.01%Q4 2014Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.01%Q2 2013Q4 201927
STATE OF MICHIGAN RETIREMENT SYSTEM 26260.01%0.01%0.01%Q2 2017Q3 202326
PEOPLES FINANCIAL SERVICES CORP. 26260.00%0.00%0.00%Q4 2013Q1 202026
FEDERATED HERMES, INC. 26260.00%0.00%0.01%Q2 2017Q3 202326
Russell Investments Group, Ltd. 26260.00%0.00%0.01%Q2 2017Q3 202326
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 26260.01%0.01%0.02%Q2 2017Q3 202326
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 26260.01%0.02%0.03%Q2 2017Q3 202326
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 26260.01%0.02%0.03%Q2 2017Q3 202326
SECURIAN ASSET MANAGEMENT, INC 26260.01%0.01%0.01%Q2 2017Q3 202326
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 26260.03%0.05%0.06%Q2 2017Q3 202326
Gemmer Asset Management LLC 26260.00%0.00%0.00%Q1 2014Q2 202026
Retirement Systems of Alabama 26260.02%0.02%0.03%Q2 2017Q3 202326
ANCHOR CAPITAL ADVISORS LLC 26260.01%0.42%1.46%Q2 2017Q3 202326
FULLER & THALER ASSET MANAGEMENT, INC. 25250.31%0.59%0.90%Q3 2017Q3 202325
Bogart Wealth, LLC 25250.00%0.00%0.00%Q3 2017Q3 202325
D. E. Shaw & Co., Inc. 910.00%0.00%0.01%Q2 2013Q3 202325
Crossmark Global Holdings, Inc. 1210.01%0.01%0.01%Q3 2016Q3 202325
Wealthcare Advisory Partners LLC 25250.00%0.07%0.09%Q3 2017Q3 202325
EATON VANCE MANAGEMENT 25250.00%0.01%0.01%Q3 2016Q3 202225
Belpointe Asset Management LLC 25250.02%0.04%0.10%Q3 2017Q3 202325
Aperio Group, LLC 25250.00%0.01%0.01%Q4 2014Q4 202025
CWA Asset Management Group, LLC 1410.02%0.09%0.32%Q4 2015Q3 202325
Rafferty Asset Management, LLC 1410.00%0.02%0.06%Q1 2015Q3 202324
TIAA CREF INVESTMENT MANAGEMENT LLC 24240.01%0.01%0.01%Q2 2013Q1 201924
MetLife Investment Management, LLC 24240.03%0.04%0.05%Q4 2017Q3 202324
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 24240.03%0.03%0.05%Q4 2017Q3 202324
Municipal Employees' Retirement System of Michigan 1860.01%0.04%0.08%Q1 2014Q1 202024
HighTower Advisors, LLC 12120.00%0.00%0.01%Q1 2017Q3 202324
State of Tennessee, Treasury Department 810.00%0.01%0.04%Q3 2013Q2 202324
TEACHERS ADVISORS, LLC 24240.01%0.01%0.01%Q2 2013Q1 201924
PITCAIRN CO 13110.02%0.03%0.05%Q2 2017Q2 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
SHELTON CAPITAL MANAGEMENT 1590.01%0.02%0.03%Q2 2016Q1 202324
TOTH FINANCIAL ADVISORY CORP 24240.01%0.05%0.10%Q4 2017Q3 202324
Richard Bernstein Advisors LLC 2040.07%0.23%0.45%Q2 2013Q4 202124
MACROVIEW INVESTMENT MANAGEMENT LLC 23230.01%0.01%0.02%Q1 2018Q3 202323
VICTORY CAPITAL MANAGEMENT INC 1760.00%0.00%0.02%Q2 2015Q3 202323
LS Investment Advisors, LLC 2120.01%0.01%0.02%Q2 2015Q1 202123
Cutler Group LLC / CA 420.00%0.00%0.01%Q4 2015Q2 201923
Nuveen Asset Management, LLC 1810.00%0.00%0.01%Q4 2014Q3 202323
NAPLES GLOBAL ADVISORS, LLC 22220.03%0.08%0.16%Q1 2018Q2 202322
CAPTRUST FINANCIAL ADVISORS 1480.00%0.01%0.02%Q4 2017Q3 202322
FIRST MIDWEST BANK TRUST DIVISION 22220.05%0.08%0.14%Q2 2013Q3 201822
CAMBIAR INVESTORS LLC 22220.07%0.09%0.11%Q2 2018Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
AQR Capital Management 730.00%0.00%0.02%Q1 2015Q3 202321
Integrated Investment Consultants, LLC 1210.05%0.09%0.14%Q1 2016Q3 202321
Snowden Capital Advisors LLC 1380.05%0.08%0.13%Q2 2018Q3 202321
FinTrust Capital Advisors, LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
STIFEL FINANCIAL CORP 1010.00%0.00%0.01%Q1 2014Q3 202320
Sargent Investment Group, LLC 20200.07%0.72%3.35%Q4 2018Q3 202320
Pacer Advisors, Inc. 710.00%0.03%0.06%Q1 2017Q3 202320
Sullivan, Bruyette, Speros & Blaney, LLC 20200.05%0.13%0.22%Q2 2016Q1 202120
D.A. DAVIDSON & CO. 930.00%0.00%0.00%Q4 2013Q3 202320
Private Capital Group, LLC 19190.00%0.00%0.01%Q4 2017Q2 202219
PEAK6 Investments LLC 410.00%0.00%0.01%Q2 2019Q1 202319
Mirae Asset Global Investments Co., Ltd. 1360.00%0.00%0.01%Q3 2018Q3 202319
GW&K Investment Management, LLC 1450.00%0.33%0.63%Q1 2014Q1 202019
RESOURCES MANAGEMENT CORP /CT/ /ADV 1720.07%0.12%0.22%Q3 2018Q3 202319
Bartlett & Co. LLC 710.00%0.00%0.00%Q3 2015Q3 202319
Sterling Capital Management LLC 19190.00%0.14%0.20%Q1 2015Q3 201919
SHELL ASSET MANAGEMENT CO 19190.00%0.01%0.01%Q1 2019Q3 202319
Doyle Wealth Management 1010.02%0.04%0.06%Q3 2017Q3 202219
State of Alaska, Department of Revenue 1720.01%0.01%0.04%Q4 2016Q3 202319
Lido Advisors, LLC 1270.00%0.01%0.02%Q4 2018Q3 202319
VIRGINIA RETIREMENT SYSTEMS ET AL 910.00%0.01%0.02%Q2 2013Q1 202118
BALYASNY ASSET MANAGEMENT L.P. 610.01%0.02%0.09%Q1 2016Q3 202318
Man Group plc 820.00%0.01%0.05%Q1 2018Q4 202218
JANE STREET GROUP, LLC 510.00%0.00%0.02%Q1 2014Q3 202318
MACQUARIE GROUP LTD 1260.00%0.01%0.05%Q2 2017Q3 202218
Steward Partners Investment Advisory, LLC 1410.00%0.00%0.00%Q2 2018Q3 202318
Alexandria Capital, LLC 18180.01%0.01%0.01%Q2 2013Q3 201718
UNITED BANK, INC. 181812.22%15.15%18.49%Q2 2013Q3 201718
Tranquility Partners, LLC 18180.36%0.87%1.84%Q2 2019Q3 202318
Lindbrook Capital, LLC 18180.00%0.00%0.00%Q4 2018Q1 202318
ACCURATE INVESTMENT SOLUTIONS, INC. 18180.00%0.01%0.01%Q4 2015Q1 202018
Allianz Asset Management GmbH 910.00%0.00%0.00%Q1 2015Q3 202318
Holocene Advisors, LP 1530.01%0.01%0.03%Q4 2017Q2 202218
Rockefeller Capital Management L.P. 18180.00%0.00%0.00%Q1 2019Q2 202318
Smithfield Trust Co 1620.00%0.06%0.11%Q2 2017Q3 202318
Nationwide Fund Advisors 18180.00%0.01%0.04%Q2 2013Q3 201718
Graves Light Lenhart Wealth, Inc. 18180.03%0.08%0.16%Q4 2018Q1 202318
CAPSTONE ASSET MANAGEMENT CO 17170.01%0.02%0.03%Q2 2013Q2 201717
State of New Jersey Common Pension Fund D 17170.01%0.01%0.02%Q3 2019Q3 202317
LOS ANGELES CAPITAL MANAGEMENT LLC 1310.00%0.00%0.01%Q2 2013Q4 202117
Independent Portfolio Consultants, Inc. 17170.07%0.17%0.58%Q2 2013Q2 201717
Squarepoint Ops LLC 810.00%0.01%0.04%Q1 2016Q3 202317
Edgemoor Investment Advisors, Inc. 1010.03%0.09%0.19%Q4 2014Q4 202217
CITIZENS FINANCIAL GROUP INC/RI 17170.00%0.02%0.03%Q2 2019Q2 202317
SIGNATUREFD, LLC 1210.00%0.00%0.00%Q1 2018Q3 202317
RIVERHEAD CAPITAL MANAGEMENT LLC 17170.00%0.01%0.04%Q3 2015Q3 201917
Valeo Financial Advisors, LLC 1610.00%0.02%0.11%Q4 2017Q2 202317
Lenox Wealth Advisors, LLC 17170.02%0.04%0.06%Q1 2018Q1 202217
Wealthspire Advisors, L.P. 17170.06%0.39%0.86%Q3 2016Q3 202017
Cubist Systematic Strategies, LLC 510.00%0.02%0.06%Q4 2015Q3 202317
Parkside Financial Bank & Trust 1510.00%0.00%0.01%Q3 2015Q4 202116
Opus Capital Group, LLC 16160.04%0.07%0.10%Q4 2013Q3 201716
D'Orazio & Associates, Inc. 16160.00%0.00%0.00%Q4 2017Q3 202116
Renaissance Technologies 410.00%0.00%0.01%Q2 2013Q3 202316
BB&T SECURITIES, LLC 1060.00%0.01%0.01%Q1 2015Q3 201916
Norinchukin Bank, The 16160.01%0.02%0.03%Q2 2013Q1 201716
PUBLIC SECTOR PENSION INVESTMENT BOARD 16160.01%0.02%0.03%Q2 2013Q1 201716
Column Capital Advisors, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
Ensign Peak Advisors, Inc 16160.00%0.00%0.01%Q4 2019Q3 202316
JANUS HENDERSON GROUP PLC 1510.00%0.03%0.04%Q4 2016Q3 202316
SYNOVUS FINANCIAL CORP 15150.00%0.01%0.01%Q1 2020Q3 202315
BlackRock Fund Advisors 15150.03%0.06%0.08%Q2 2013Q4 201615
BlackRock Group LTD 15150.00%0.00%0.01%Q2 2013Q4 201615
MSI Financial Services Inc 15150.00%0.00%0.00%Q2 2013Q4 201615
HANCOCK WHITNEY CORP 15150.02%0.02%0.04%Q2 2013Q4 201615
Chicago Partners Investment Group LLC 1050.03%0.08%0.12%Q4 2014Q3 201815
OFI Advisors LLC 1140.01%0.01%0.02%Q3 2011Q3 201515
NEXT Financial Group, Inc 1110.00%0.01%0.09%Q3 2014Q4 202115
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.01%0.01%Q2 2016Q4 201915
Carroll Financial Associates, Inc. 870.00%0.00%0.00%Q1 2018Q4 202115
Burt Wealth Advisors 15150.01%0.02%0.04%Q2 2017Q4 202015
LINCOLN NATIONAL CORP 1410.01%0.01%0.02%Q4 2017Q3 202315
BlackRock Investment Management, LLC 15150.01%0.01%0.02%Q2 2013Q4 201615
BlackRock Institutional Trust Company, N.A. 15150.01%0.01%0.01%Q2 2013Q4 201615
BLACKROCK ADVISORS LLC 15150.00%0.00%0.02%Q2 2013Q4 201615
Anchor Investment Management, LLC 15150.01%0.01%0.02%Q2 2020Q4 202315
SEGALL BRYANT & HAMILL, LLC 14140.03%0.04%0.06%Q2 2020Q3 202314
ZEKE CAPITAL ADVISORS, LLC 810.01%0.04%0.08%Q1 2018Q4 202114
FRANKLIN RESOURCES INC 910.00%0.00%0.00%Q2 2015Q3 202314
Advisors Asset Management, Inc. 14140.00%0.01%0.02%Q2 2013Q3 201614
XPONANCE, INC. 14140.01%0.01%0.02%Q2 2020Q3 202314
Westside Investment Management, Inc. 910.00%0.01%0.01%Q4 2016Q4 202014
TUDOR INVESTMENT CORP ET AL 610.00%0.03%0.17%Q1 2014Q3 202314
FNY Investment Advisers, LLC 770.01%0.05%0.16%Q2 2018Q3 202314
Handelsbanken Fonder AB 14140.00%0.00%0.01%Q2 2020Q3 202314
BNP Paribas Asset Management Holding S.A. 14140.03%0.06%0.08%Q2 2020Q3 202314
SYSTEMATIC FINANCIAL MANAGEMENT LP 14140.15%0.19%0.24%Q2 2020Q3 202314
TCI Wealth Advisors, Inc. 13130.00%0.00%0.01%Q1 2020Q1 202313
Key FInancial Inc 1210.00%0.01%0.02%Q1 2020Q3 202313
Commonwealth Equity Services, Inc 13130.00%0.01%0.01%Q3 2014Q3 201713
ASSETMARK, INC 13130.00%0.00%0.00%Q4 2016Q4 201913
Paloma Partners Management Co 310.01%0.03%0.09%Q4 2013Q3 202013
Verity Asset Management, Inc. 850.28%0.47%0.82%Q2 2020Q3 202313
COMMERCE BANK 13130.00%0.01%0.01%Q4 2016Q4 201913
Aspire Private Capital, LLC 13130.00%0.01%0.03%Q3 2020Q3 202313
Inspire Investing, LLC 1120.03%0.05%0.10%Q1 2020Q3 202313
CI INVESTMENTS INC. 13130.00%0.00%0.00%Q3 2020Q3 202313
PRIVATE TRUST CO NA 760.00%0.00%0.01%Q1 2013Q3 202313
Advisory Services Network, LLC 910.00%0.00%0.01%Q1 2017Q1 202313
CAROLINAS WEALTH CONSULTING LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Kingsview Wealth Management, LLC 760.03%0.06%0.09%Q2 2020Q3 202313
Teton Advisors, Inc. 1210.04%0.06%0.09%Q2 2020Q3 202313
THOMPSON DAVIS & CO., INC. 13130.01%0.03%0.05%Q3 2014Q3 201713
First Bank & Trust 13130.01%0.04%0.05%Q2 2019Q2 202213
Braun-Bostich & Associates Inc. 1210.19%0.31%0.46%Q4 2017Q3 202313
Prospera Financial Services Inc 1210.02%0.03%0.04%Q2 2020Q3 202313
Advisor OS, LLC 1210.04%0.09%0.23%Q2 2020Q3 202313
AMERICAN CENTURY COMPANIES INC 12120.00%0.00%0.00%Q4 2020Q3 202312
Global Retirement Partners, LLC 750.00%0.00%0.00%Q3 2020Q3 202312
First American Bank 12120.11%0.22%0.27%Q1 2015Q4 201712
TWO SIGMA INVESTMENTS, LP 410.00%0.02%0.06%Q2 2013Q3 202312
AlphaCrest Capital Management LLC 710.02%0.05%0.11%Q1 2019Q3 202212
LIBERTY WEALTH MANAGEMENT LLC 12120.00%0.01%0.01%Q4 2018Q3 202112
Brown Miller Wealth Management, LLC 12120.18%0.25%0.38%Q4 2020Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.02%0.03%0.05%Q4 2018Q3 202112
ROYCE & ASSOCIATES LP 1110.02%0.04%0.07%Q2 2013Q2 202012
Tyers Asset Management LLC 12120.00%0.01%0.01%Q4 2016Q3 201912
Glen Harbor Capital Management LLC 12120.01%0.01%0.02%Q4 2016Q3 201912
Elkfork Partners LLC 12120.01%0.01%0.01%Q4 2016Q3 201912
CAMPBELL NEWMAN ASSET MANAGEMENT INC 12120.04%0.11%0.16%Q2 2020Q1 202312
Meadow Creek Investment Management LLC 12120.01%0.01%0.01%Q4 2016Q3 201912
FIRST MERCANTILE TRUST CO 12120.00%0.01%0.02%Q2 2017Q1 202012
MASSMUTUAL TRUST CO FSB/ADV 810.00%0.00%0.00%Q2 2017Q4 202312
MILLER HOWARD INVESTMENTS INC /NY 12120.00%0.01%0.01%Q2 2013Q1 201612
MAIRS & POWER INC 12120.02%0.06%0.09%Q2 2017Q1 202012
MV CAPITAL MANAGEMENT, INC. 12120.00%0.00%0.00%Q4 2020Q3 202312
ROCKEFELLER FINANCIAL SERVICES INC 12120.01%0.01%0.01%Q2 2013Q1 201612
Quantbot Technologies LP 210.00%0.01%0.04%Q4 2013Q3 202311
Hoxton Financial, Inc. 1010.06%0.08%0.12%Q2 2013Q1 201611
BANC FUNDS CO LLC 710.04%0.35%1.37%Q1 2014Q4 202111
PANAGORA ASSET MANAGEMENT INC 410.00%0.00%0.00%Q2 2013Q3 202011
Verition Fund Management LLC 610.00%0.06%0.16%Q4 2014Q4 202011
HRT FINANCIAL LP 310.01%0.03%0.13%Q2 2019Q3 202311
OppenheimerFunds, Inc. 510.00%0.00%0.00%Q4 2015Q1 201911
AGF Investments LLC 410.00%0.02%0.15%Q4 2016Q3 202211
Alpha Omega Wealth Management LLC 11110.00%0.01%0.02%Q4 2016Q2 201911
RUSSELL FRANK CO/ 650.00%0.00%0.01%Q2 2013Q1 201611
Commonwealth Financial Services, LLC 1010.01%0.03%0.19%Q4 2014Q3 202311
NOMURA HOLDINGS INC 210.00%0.00%0.00%Q1 2013Q2 201811
EPG Wealth Management LLC 11110.08%0.15%0.19%Q1 2021Q3 202311
HL FINANCIAL SERVICES LLC 11110.00%0.01%0.02%Q4 2015Q2 201811
Cowen Prime Services LLC 11110.00%0.00%0.00%Q1 2014Q3 201611
NewEdge Advisors, LLC 830.00%0.02%0.09%Q4 2016Q3 202311
Mitsubishi UFJ Trust & Banking Corp 11110.00%0.00%0.00%Q3 2019Q1 202211
BAKER TILLY WEALTH MANAGEMENT, LLC 11110.05%0.18%0.28%Q1 2021Q3 202311
Dynamic Technology Lab Private Ltd 210.02%0.15%0.34%Q4 2013Q3 202211
Chevy Chase Trust Holdings, LLC 610.00%0.00%0.00%Q2 2017Q4 202211
Wealthspire Advisors, LLC 610.00%0.03%0.08%Q1 2020Q3 202311
BRIGHTON JONES LLC 11110.02%0.02%0.04%Q1 2021Q3 202311
Spire Wealth Management 11110.00%0.01%0.02%Q1 2021Q3 202311
HARBOR INVESTMENT ADVISORY, LLC 1010.00%0.01%0.02%Q1 2020Q3 202311
TORONTO DOMINION BANK 510.00%0.00%0.00%Q1 2016Q4 202111
Athena Global Investors LLC 11110.35%0.92%2.45%Q1 2014Q3 201611
TWO SIGMA ADVISERS, LP 530.00%0.01%0.02%Q2 2013Q3 202011
PSI Advisors, LLC 910.01%0.02%0.05%Q4 2019Q3 202310
CITY NATIONAL BANK 10100.01%0.12%0.16%Q2 2013Q3 201510
ExodusPoint Capital Management, LP 410.00%0.02%0.04%Q2 2019Q3 202310
SALEM INVESTMENT COUNSELORS INC 910.00%0.00%0.00%Q4 2016Q3 202310
Vectors Research Management, LLC 910.04%0.05%0.06%Q2 2020Q4 202210
COLDSTREAM CAPITAL MANAGEMENT INC 520.01%0.04%0.09%Q1 2019Q1 202310
BANCORPSOUTH INC 10100.04%0.11%0.22%Q3 2013Q4 201510
UNITED SERVICES AUTOMOBILE ASSOCIATION 610.00%0.01%0.02%Q1 2018Q3 202310
LVW Advisors, LLC 10100.07%0.09%0.13%Q4 2014Q1 201710
SHEETS SMITH WEALTH MANAGEMENT 10100.05%0.07%0.10%Q2 2020Q3 202210
MEEDER ASSET MANAGEMENT INC 10100.00%0.00%0.00%Q2 2020Q3 202210
Concord Wealth Partners 730.01%0.02%0.04%Q4 2020Q2 202310
Geneos Wealth Management Inc. 910.00%0.01%0.01%Q2 2017Q2 202210
BlueCrest Capital Management Ltd 410.01%0.05%0.12%Q3 2015Q4 201810
Xact Kapitalforvaltning AB 10100.00%0.01%0.02%Q4 2017Q1 202010
Cable Hill Partners, LLC 10100.00%0.00%0.00%Q4 2014Q1 201710
CWM, LLC 710.00%0.00%0.00%Q3 2017Q3 202310
HOMESTEAD ADVISERS CORP 10100.06%0.27%0.60%Q2 2017Q3 201910
LAZARD ASSET MANAGEMENT LLC 520.00%0.03%0.06%Q1 2014Q1 20229
PAYDEN & RYGEL 990.00%0.00%0.00%Q2 2013Q2 20159
Israel Discount Bank of New York 990.01%0.02%0.04%Q1 2017Q1 20199
GSA CAPITAL PARTNERS LLP 210.01%0.06%0.19%Q4 2013Q3 20229
STRATTON MANAGEMENT CO 990.50%0.67%0.97%Q2 2013Q2 20159
Canton Hathaway, LLC 990.01%0.02%0.02%Q3 2021Q3 20239
Jefferies Group LLC 510.00%0.01%0.02%Q3 2015Q2 20199
EP Wealth Advisors, LLC 990.00%0.05%0.08%Q3 2021Q3 20239
Sigma Planning Corp 810.01%0.04%0.07%Q4 2015Q3 20189
Strategic Wealth Investment Group, LLC 990.04%0.09%0.16%Q3 2021Q3 20239
MANAGED ACCOUNT ADVISORS LLC 990.01%0.01%0.01%Q2 2013Q2 20159
Migdal Insurance & Financial Holdings Ltd. 990.00%0.01%0.12%Q3 2017Q3 20199
Cornerstone Advisors, Inc. 810.00%0.00%0.00%Q1 2018Q3 20209
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 420.01%0.04%0.08%Q1 2019Q1 20239
DUBUQUE BANK & TRUST CO 990.00%0.04%0.09%Q1 2017Q1 20199
Weaver C. Barksdale & Associates, Inc. 630.00%0.21%0.32%Q2 2013Q4 20179
KENNEDY CAPITAL MANAGEMENT LLC 610.03%0.15%0.26%Q2 2013Q2 20209
Klingman & Associates, LLC 990.02%0.06%0.07%Q3 2021Q3 20239
Bay Harbor Wealth Management, LLC 990.00%0.00%0.00%Q4 2018Q4 20209
Allworth Financial LP 990.00%0.00%0.00%Q3 2021Q3 20239
Virtu KCG Holdings LLC 710.00%0.01%0.04%Q4 2013Q2 20179
WHITTIER TRUST CO 710.00%0.00%0.00%Q4 2018Q3 20239
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 990.06%0.24%0.34%Q3 2021Q3 20239
PICTET ASSET MANAGEMENT SA 880.00%0.00%0.00%Q3 2021Q2 20238
Allspring Global Investments Holdings, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
JFS WEALTH ADVISORS, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
HEARTLAND ADVISORS INC 880.27%1.10%1.66%Q3 2017Q2 20198
Proficio Capital Partners LLC 880.00%0.00%0.00%Q3 2017Q2 20198
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
RFG Advisory, LLC 880.17%0.32%0.74%Q3 2015Q2 20178
Heritage Wealth Advisors 880.03%0.04%0.05%Q4 2021Q3 20238
Evolution Advisers, Inc. 880.20%0.27%0.32%Q4 2021Q3 20238
AIGEN INVESTMENT MANAGEMENT, LP 310.01%0.10%0.27%Q1 2020Q3 20238
OLD SECOND NATIONAL BANK OF AURORA 880.01%0.01%0.01%Q2 2013Q1 20158
WealthShield Partners, LLC 880.08%0.10%0.14%Q4 2020Q3 20228
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.01%0.03%0.07%Q4 2020Q3 20238
CARDINAL CAPITAL MANAGEMENT LLC /CT 880.32%0.76%0.98%Q2 2017Q1 20198
STEPHENS INC /AR/ 880.01%0.02%0.04%Q1 2017Q4 20188
STATE OF WISCONSIN INVESTMENT BOARD 620.00%0.00%0.01%Q3 2017Q3 20238
TCM Advisors, LLC 880.23%0.75%1.32%Q4 2021Q3 20238
NOMURA ASSET MANAGEMENT CO LTD 710.00%0.00%0.00%Q4 2016Q3 20238
City State Bank 880.01%0.01%0.01%Q4 2021Q3 20238
VOLORIDGE INVESTMENT MANAGEMENT, LLC 410.00%0.01%0.01%Q4 2016Q3 20238
NAVELLIER & ASSOCIATES INC 880.06%0.09%0.15%Q1 2018Q4 20198
River Oaks Capital LLC 880.76%2.02%2.84%Q4 2021Q3 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.02%0.03%0.04%Q4 2021Q3 20238
Harvest Fund Management Co., Ltd 880.01%0.01%0.02%Q1 2021Q4 20228
Covestor Ltd 880.04%0.07%0.09%Q4 2021Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.04%0.11%0.15%Q4 2021Q3 20238
ONTARIO TEACHERS PENSION PLAN BOARD 410.00%0.01%0.02%Q3 2018Q1 20238
JAMISON EATON & WOOD INC /NJ 880.07%0.09%0.11%Q2 2013Q1 20158
Bell Investment Advisors, Inc 620.00%0.00%0.00%Q3 2021Q3 20238
HOWE & RUSLING INC 610.00%0.00%0.00%Q4 2015Q4 20198
Ridgewood Investments LLC 710.00%0.18%0.23%Q2 2018Q1 20238
Qube Research & Technologies Ltd 210.01%0.02%0.03%Q2 2018Q3 20238
HABERER REGISTERED INVESTMENT ADVISOR INC 880.10%0.14%0.29%Q2 2013Q1 20158
CIBC Asset Management Inc 510.00%0.00%0.00%Q1 2014Q1 20178
TD Capital Management LLC 770.00%0.00%0.00%Q2 2017Q4 20187
SHAPIRO ROBERT N 770.00%0.00%0.01%Q2 2013Q4 20147
Schonfeld Strategic Advisors LLC 210.01%0.01%0.04%Q4 2017Q3 20237
BANK OF NOVA SCOTIA 610.00%0.00%0.00%Q2 2017Q3 20237
CoreFirst Bank & Trust 770.03%0.03%0.03%Q4 2020Q2 20227
PIEDMONT INVESTMENT ADVISORS INC 510.00%0.01%0.02%Q1 2017Q1 20207
BARROW HANLEY MEWHINNEY & STRAUSS LLC 770.00%0.00%0.00%Q4 2020Q2 20227
NATIXIS 520.00%0.00%0.01%Q4 2016Q1 20217
ALPS ADVISORS INC 410.00%0.00%0.01%Q1 2015Q2 20217
Personal Capital Advisors Corp 430.00%0.00%0.00%Q1 2018Q4 20197
WFG Advisors, LP 770.00%0.00%0.01%Q4 2015Q2 20177
Nicholas Hoffman & Company, LLC. 770.02%0.11%0.15%Q2 2020Q4 20217
Berman Capital Advisors, LLC 770.00%0.00%0.00%Q1 2020Q3 20217
DUPONT CAPITAL MANAGEMENT CORP 770.00%0.01%0.01%Q4 2018Q2 20207
Rehmann Capital Advisory Group 770.00%0.00%0.01%Q1 2018Q3 20197
Sutton Wealth Advisors Inc. 520.00%0.03%0.04%Q1 2016Q4 20227
Aptus Capital Advisors, LLC 770.01%0.01%0.01%Q3 2021Q1 20237
Cadence Bank 770.17%0.25%0.30%Q4 2017Q2 20197
Sowell Financial Services LLC 770.00%0.00%0.01%Q3 2019Q1 20217
Stratos Wealth Advisors, LLC 610.02%0.02%0.02%Q4 2021Q3 20237
Canal Capital Management, LLC 770.05%0.08%0.10%Q1 2022Q3 20237
Krane Funds Advisors LLC 310.01%0.03%0.05%Q2 2019Q2 20227
Hennion & Walsh Asset Management, Inc. 770.02%0.02%0.02%Q1 2022Q3 20237
SUNTRUST BANKS INC 610.00%0.01%0.01%Q3 2015Q2 20177
Halpern Financial, Inc. 610.00%0.10%0.14%Q3 2021Q3 20237
Savior LLC 770.00%0.00%0.01%Q4 2019Q2 20217
Teza Capital Management LLC 410.04%0.09%0.23%Q3 2019Q3 20237
HAZLETT, BURT & WATSON, INC. 770.03%0.06%0.08%Q1 2022Q3 20237
BROWN BROTHERS HARRIMAN & CO 510.00%0.00%0.00%Q1 2017Q3 20237
BRIDGEWAY CAPITAL MANAGEMENT, LLC 410.02%0.06%0.08%Q4 2013Q4 20216
FIRST HAWAIIAN BANK 660.01%0.01%0.02%Q3 2018Q4 20196
Mariner, LLC 510.00%0.00%0.00%Q1 2022Q3 20236
RELIANCE TRUST CO OF DELAWARE 660.06%0.17%0.33%Q1 2015Q2 20166
CREATIVE FINANCIAL DESIGNS INC /ADV 660.01%0.01%0.01%Q2 2020Q3 20216
VisionPoint Advisory Group, LLC 660.22%0.26%0.37%Q4 2018Q1 20206
Verdence Capital Advisors LLC 660.12%0.17%0.19%Q1 2018Q2 20196
Disciplined Investments, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
HERITAGE WEALTH MANAGEMENT, LLC 420.03%0.05%0.07%Q2 2021Q4 20226
COLONY GROUP LLC 660.02%0.03%0.04%Q2 2022Q3 20236
Quantitative Investment Management, LLC 510.02%0.02%0.04%Q3 2018Q1 20206
Hexagon Capital Partners LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Ergoteles LLC 310.04%0.11%0.19%Q4 2020Q2 20236
AXA S.A. 420.00%0.00%0.00%Q1 2020Q1 20226
TRUE Private Wealth Advisors 510.02%0.03%0.03%Q4 2019Q4 20226
CSat Investment Advisory, L.P. 660.00%0.00%0.00%Q2 2019Q3 20206
ROWLAND CARMICHAEL ADVISORS INC /ADV 330.08%0.10%0.16%Q1 2018Q3 20196
Cerity Partners LLC 660.00%0.00%0.01%Q2 2022Q3 20236
Robeco Institutional Asset Management B.V. 420.00%0.01%0.01%Q1 2015Q1 20206
MML INVESTORS SERVICES, LLC 660.00%0.00%0.01%Q3 2018Q4 20196
Farmers & Merchants Trust Co of Chambersburg PA 660.01%0.01%0.01%Q2 2022Q3 20236
Virtu Financial LLC 210.01%0.02%0.03%Q4 2017Q3 20236
WOLVERINE TRADING, LLC 210.00%0.00%0.00%Q3 2016Q2 20236
Placemark Investments, Inc. 660.00%0.01%0.01%Q3 2013Q4 20146
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Cetera Advisor Networks LLC 660.00%0.01%0.01%Q4 2021Q1 20236
Liberty Mutual Group Asset Management Inc. 660.02%0.03%0.06%Q2 2017Q3 20186
SJS Investment Consulting Inc. 510.00%0.00%0.00%Q1 2022Q3 20236
Schubert & Co 660.00%0.00%0.00%Q4 2021Q1 20236
Salomon & Ludwin, LLC 510.02%0.03%0.04%Q1 2022Q3 20236
AHL Partners LLP 420.00%0.08%0.33%Q1 2015Q1 20176
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
IHT Wealth Management, LLC 660.00%0.01%0.01%Q4 2016Q1 20186
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 310.00%0.00%0.01%Q4 2019Q1 20236
American Portfolios Advisors 660.00%0.00%0.00%Q4 2017Q1 20196
Premier Fund Managers Ltd 550.05%0.05%0.06%Q2 2020Q2 20215
Engineers Gate Manager LP 110.01%0.02%0.04%Q3 2017Q3 20235
First Command Financial Services, Inc. 550.01%0.02%0.03%Q4 2020Q4 20215
MACKENZIE FINANCIAL CORP 550.00%0.00%0.00%Q3 2021Q3 20225
BAIRD ROBERT W & CO INC /WI/ 550.00%0.00%0.00%Q1 2014Q1 20155
Walleye Trading LLC 550.00%0.00%0.01%Q3 2015Q3 20165
WEST PACES ADVISORS INC. 550.00%0.00%0.00%Q2 2021Q2 20225
Capital Impact Advisors, LLC 550.37%0.43%0.48%Q4 2015Q4 20165
CLEAR INVESTMENT RESEARCH, LLC 550.00%0.00%0.00%Q3 2018Q3 20195
EverSource Wealth Advisors, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Invst, LLC 550.08%0.11%0.13%Q4 2021Q4 20225
Nachman Norwood & Parrott, Inc 550.07%0.17%0.25%Q2 2020Q2 20215
Ethic Inc. 550.01%0.03%0.04%Q2 2022Q2 20235
CULLEN/FROST BANKERS, INC. 210.00%0.00%0.01%Q1 2018Q3 20215
EXCHANGE TRADED CONCEPTS, LLC 320.00%0.01%0.02%Q1 2022Q2 20235
World Asset Management Inc 550.01%0.01%0.01%Q4 2016Q4 20175
Moors & Cabot, Inc. 550.04%0.05%0.06%Q3 2022Q3 20235
FARMERS & MERCHANTS INVESTMENTS INC 550.00%0.00%0.00%Q3 2022Q3 20235
FORT PITT CAPITAL GROUP, LLC 210.01%0.03%0.04%Q4 2018Q2 20215
Neo Ivy Capital Management 210.00%0.02%0.07%Q2 2020Q1 20225
First Personal Financial Services 550.00%0.00%0.00%Q2 2016Q2 20175
DELTA ASSET MANAGEMENT LLC/TN 550.00%0.00%0.00%Q4 2017Q4 20185
First Command Bank 550.01%0.02%0.03%Q4 2020Q4 20215
CENTRAL TRUST Co 310.00%0.00%0.00%Q2 2013Q3 20235
O'Dell Group, LLC 550.00%0.00%0.01%Q3 2021Q3 20225
SIMPLEX TRADING, LLC 210.00%0.00%0.00%Q2 2021Q2 20235
AGF MANAGEMENT LTD 440.02%0.02%0.02%Q4 2022Q3 20234
B. Riley Wealth Advisors, Inc. 210.00%0.02%0.04%Q2 2014Q3 20194
Centurion Wealth Management LLC 440.11%0.14%0.18%Q4 2022Q3 20234
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT 440.13%0.14%0.16%Q1 2013Q4 20134
US FINANCIAL ADVISORS, LLC 440.00%0.00%0.00%Q2 2015Q1 20164
Quadrature Capital Ltd 110.01%0.03%0.08%Q4 2016Q3 20224
Visium Asset Management, LP 310.00%0.01%0.01%Q1 2014Q2 20154
Accurate Wealth Management, LLC 440.07%0.07%0.08%Q4 2022Q3 20234
Compass Wealth Management LLC 440.02%0.04%0.09%Q4 2022Q3 20234
PALLADIEM, LLC 440.01%0.01%0.01%Q4 2014Q3 20154
Axiom Investment Management LLC 310.08%0.11%0.18%Q4 2018Q3 20224
Kestra Advisory Services, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
PEAK6 Group LLC 210.00%0.00%0.01%Q4 2014Q1 20174
Point72 Asset Management, L.P. 110.00%0.00%0.00%Q2 2019Q3 20234
Family Asset Management, LLC 440.82%1.02%1.39%Q4 2022Q3 20234
VIKING FUND MANAGEMENT LLC 440.16%0.39%0.50%Q1 2017Q4 20174
EMERALD MUTUAL FUND ADVISERS TRUST 220.03%0.04%0.04%Q3 2016Q2 20204
BHZ CAPITAL MANAGEMENT, LP 310.12%0.30%0.51%Q1 2018Q4 20214
ClearBridge Investments 440.00%0.00%0.00%Q2 2019Q1 20204
ZACKS INVESTMENT MANAGEMENT 440.00%0.00%0.00%Q3 2022Q2 20234
MUFG Americas Holdings Corp 440.00%0.00%0.00%Q4 2010Q3 20114
JCSD Capital, LLC 440.00%0.89%1.27%Q3 2020Q2 20214
TFO Wealth Partners, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Zions Bancorporation, N.A. 440.00%0.00%0.00%Q1 2019Q4 20194
EVOKE WEALTH, LLC 440.00%0.00%0.00%Q3 2019Q2 20204
FIRST MANHATTAN CO. LLC. 210.00%0.00%0.00%Q3 2018Q3 20234
MARSHALL WACE, LLP 210.00%0.01%0.02%Q1 2017Q4 20214
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 110.00%0.00%0.00%Q3 2019Q3 20234
PRELUDE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2013Q4 20194
Linden Thomas Advisory Services, LLC 440.13%0.16%0.20%Q4 2022Q3 20234
Graham Capital Management, L.P. 220.01%0.03%0.06%Q3 2022Q3 20234
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.00%0.00%Q4 2022Q3 20234
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 310.00%0.01%0.02%Q1 2014Q1 20204
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
ETRADE Capital Management LLC 440.01%0.01%0.01%Q1 2019Q4 20194
Gleason Group, Inc. 310.00%0.00%0.00%Q3 2022Q3 20234
GREAT LAKES ADVISORS, LLC 440.12%0.13%0.15%Q2 2019Q1 20204
Pearl River Capital, LLC 110.04%0.06%0.13%Q4 2018Q4 20224
DUALITY ADVISERS, LP 210.01%0.05%0.11%Q3 2019Q3 20234
Realta Investment Advisors 440.00%0.00%0.00%Q1 2019Q4 20194
CHARTWELL INVESTMENT PARTNERS/PA 440.14%0.15%0.16%Q2 2013Q1 20144
Connor, Clark & Lunn Investment Management Ltd. 210.00%0.02%0.05%Q4 2020Q3 20234
ALPHA WINDWARD LLC 440.00%0.01%0.01%Q4 2019Q3 20204
Carolina Wealth Advisors, LLC 440.00%0.01%0.02%Q2 2020Q1 20214
GUARDIAN WEALTH ADVISORS, LLC / NC 440.04%0.04%0.04%Q2 2022Q1 20234
55I, LLC 440.04%0.04%0.04%Q4 2021Q3 20224
MACKAY SHIELDS LLC 440.00%0.00%0.01%Q2 2020Q1 20214
STONERIDGE INVESTMENT PARTNERS LLC 440.06%0.08%0.10%Q2 2017Q1 20184
ACADIAN ASSET MANAGEMENT LLC 310.00%0.00%0.00%Q4 2016Q2 20214
HARVEST GROUP WEALTH MANAGEMENT, LLC 440.00%0.00%0.00%Q1 2020Q4 20204
SNOW CAPITAL MANAGEMENT LP 440.09%0.10%0.11%Q4 2018Q3 20194
Financial Gravity Asset Management, Inc. 310.00%0.01%0.01%Q2 2021Q2 20234
HARBOUR INVESTMENTS, INC. 310.00%0.00%0.00%Q1 2021Q3 20234
KEYBANK NATIONAL ASSOCIATION/OH 440.00%0.00%0.00%Q3 2014Q2 20154
Wellington Shields Capital Management, LLC 220.01%0.01%0.02%Q1 2022Q1 20234
Fieldpoint Private Securities, LLC 440.00%0.00%0.00%Q3 2021Q2 20224
OLD REPUBLIC INTERNATIONAL CORP 440.22%0.24%0.25%Q3 2016Q2 20174
PICTET ASSET MANAGEMENT LTD 440.00%0.00%0.00%Q3 2020Q2 20214
JOYN Advisors, Inc. 440.00%0.00%0.00%Q1 2018Q4 20184
RAMSEY QUANTITATIVE SYSTEMS 310.27%0.51%0.60%Q3 2015Q4 20184
General Partner, Inc. 440.00%0.00%0.00%Q1 2023Q4 20234
WEALTHFRONT Corp 440.00%0.00%0.00%Q4 2014Q3 20154
EHP Funds Inc. 330.08%0.09%0.10%Q3 2022Q1 20233
Antonetti Capital Management LLC 210.00%0.00%0.01%Q2 2010Q4 20213
Vestmark Advisory Solutions, Inc. 330.05%0.06%0.06%Q1 2019Q3 20193
Point72 Hong Kong Ltd 110.00%0.01%0.02%Q4 2019Q3 20223
Donoghue Forlines LLC 210.04%0.07%0.10%Q2 2018Q1 20193
SOA Wealth Advisors, LLC. 330.01%0.01%0.01%Q4 2020Q2 20213
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 330.01%0.01%0.01%Q2 2022Q4 20223
Moisand Fitzgerald Tamayo, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
McAdam, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Marshall Wace North America L.P. 210.00%0.01%0.02%Q4 2017Q3 20213
Curran Financial Partners, LLC 330.13%0.15%0.18%Q1 2023Q3 20233
Blueshift Asset Management, LLC 210.02%0.04%0.08%Q4 2018Q3 20213
Alpine Global Management, LLC 210.04%0.53%1.32%Q4 2013Q2 20153
Cipher Capital LP 110.03%0.06%0.10%Q1 2020Q2 20233
Tarbox Family Office, Inc. 330.00%0.00%0.00%Q2 2019Q4 20193
CIBC Private Wealth Group, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
HANSEATIC MANAGEMENT SERVICES INC 330.00%0.00%0.00%Q2 2015Q4 20153
Airain ltd 210.01%0.05%0.10%Q3 2015Q4 20163
Wagner Wealth Management, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Strategic Blueprint, LLC 110.00%0.08%0.23%Q3 2019Q2 20213
Illinois Municipal Retirement Fund 330.02%0.02%0.02%Q1 2023Q3 20233
ASSET ADVISORS CORP 330.00%0.00%0.00%Q3 2016Q1 20173
Virtus Investment Advisers, Inc. 330.10%0.14%0.17%Q3 2022Q1 20233
FOX RUN MANAGEMENT, L.L.C. 210.06%0.10%0.14%Q3 2016Q2 20233
Tibra Equities Europe Ltd 110.04%0.07%0.10%Q1 2018Q4 20203
Brown Advisory Securities, LLC 330.09%0.10%0.10%Q1 2018Q3 20183
NUANCE INVESTMENTS, LLC 330.26%0.88%1.77%Q3 2017Q1 20183
tru Independence LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Trexquant Investment LP 210.01%0.02%0.03%Q3 2020Q3 20233
FLAGSHIP HARBOR ADVISORS, LLC 210.00%0.00%0.00%Q2 2018Q1 20203
Princeton Alpha Management LP 210.04%0.08%0.13%Q3 2015Q1 20173
Johnson Financial Group, Inc. 330.00%0.00%0.00%Q2 2021Q4 20213
Patriot Financial Group Insurance Agency, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Polar Asset Management Partners Inc. 210.00%0.00%0.00%Q2 2020Q1 20213
Glass Jacobson Investment Advisors llc 210.01%0.01%0.01%Q4 2022Q3 20233
A.R.T. Advisors, LLC 110.01%0.01%0.01%Q2 2015Q3 20193
JENNISON ASSOCIATES LLC 330.00%0.00%0.00%Q3 2022Q1 20233
Fisher Asset Management, LLC 330.01%0.02%0.02%Q1 2023Q3 20233
Capital Research Global Investors 330.00%0.01%0.01%Q2 2013Q4 20133
Point72 Middle East FZE 210.00%0.01%0.01%Q4 2022Q3 20233
Jackson Creek Investment Advisors LLC 330.38%0.40%0.41%Q4 2020Q2 20213
HHM Wealth Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Arkadios Wealth Advisors 330.00%0.04%0.06%Q1 2021Q3 20213
Wellington Shields & Co., LLC 210.02%0.03%0.03%Q2 2022Q1 20233
Mount Yale Investment Advisors, LLC 330.03%0.03%0.03%Q1 2018Q3 20183
JANICZEK WEALTH MANAGEMENT, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
HSBC HOLDINGS PLC 110.00%0.00%0.00%Q4 2016Q3 20193
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 210.00%0.01%0.02%Q3 2020Q2 20233
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 330.01%0.01%0.01%Q1 2015Q3 20153
OCCUDO QUANTITATIVE STRATEGIES LP 330.10%0.12%0.14%Q3 2021Q1 20223
Artemis Wealth Advisors, LLC 330.01%0.02%0.02%Q2 2022Q4 20223
NumerixS Investment Technologies Inc 210.00%0.03%0.09%Q2 2016Q2 20173
Founders Financial Alliance, LLC 210.03%0.09%0.13%Q3 2020Q4 20223
Tolleson Wealth Management, Inc. 210.06%0.09%0.11%Q3 2019Q1 20213
Stratos Wealth Partners, LTD. 210.00%0.00%0.00%Q4 2017Q3 20183
Paragon Capital Management Ltd 330.12%0.20%0.24%Q1 2018Q3 20183
Parametrica Management Ltd 210.46%0.56%0.75%Q2 2016Q1 20193
Brookstone Capital Management 210.03%0.04%0.04%Q2 2018Q1 20193
Walleye Capital LLC 210.00%0.11%0.24%Q4 2020Q3 20233
Sageworth Trust Co of South Dakota 330.01%0.01%0.02%Q4 2021Q2 20223
Hudock, Inc. 330.01%0.02%0.03%Q2 2014Q4 20143
STEVENS CAPITAL MANAGEMENT LP 110.01%0.02%0.04%Q2 2013Q4 20173
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 210.04%0.04%0.05%Q1 2014Q4 20153
ROPES WEALTH ADVISORS LLC 210.00%0.00%0.00%Q3 2017Q1 20203
Sageworth Trust Co 330.00%0.00%0.00%Q2 2021Q4 20213
AE Wealth Management LLC 330.02%0.02%0.03%Q2 2017Q4 20173
Vigilant Capital Management, LLC 330.03%0.03%0.03%Q2 2013Q4 20133
DARK FOREST CAPITAL MANAGEMENT LP 210.01%0.02%0.04%Q2 2021Q3 20233
J.P. Morgan Private Wealth Advisors LLC 330.00%0.00%0.00%Q2 2017Q4 20173
Simplicity Solutions, LLC 110.05%0.07%0.11%Q4 2015Q2 20173
Dai-ichi Life Insurance Company, Ltd 210.01%0.02%0.02%Q2 2021Q1 20223
CenterStar Fund, LLC 110.00%0.00%0.00%Q4 2016Q4 20162
BRINKER CAPITAL INC 220.01%0.01%0.01%Q4 2016Q1 20172
GoalVest Advisory LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Neuberger Berman Group LLC 110.00%0.00%0.00%Q1 2023Q3 20232
CLEAR STREET MARKETS LLC 110.00%0.00%0.00%Q4 2013Q3 20152
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q2 20222
Sound Income Strategies, LLC 220.01%0.01%0.01%Q4 2017Q1 20182
Private Advisor Group, LLC 110.00%0.01%0.01%Q4 2015Q2 20202
Versor Investments LP 220.01%0.02%0.02%Q2 2021Q3 20212
Sciencast Management LP 110.04%0.09%0.15%Q3 2017Q4 20212
Well Done, LLC 110.00%0.00%0.01%Q1 2018Q4 20182
Foundry Partners, LLC 220.04%0.04%0.04%Q4 2013Q1 20142
ADAMS DIVERSIFIED EQUITY FUND, INC. 220.01%0.01%0.02%Q1 2019Q2 20192
Gryphon Financial Partners LLC 220.00%0.00%0.00%Q1 2018Q2 20182
MILES CAPITAL, INC. 220.11%0.12%0.13%Q4 2016Q1 20172
Elequin Capital, LP 220.11%0.20%0.29%Q2 2023Q3 20232
Estabrook Capital Management 220.00%0.00%0.00%Q3 2022Q4 20222
RK Capital 221.28%1.31%1.35%Q4 2020Q1 20212
O'Shares Investment Advisers, LLC 220.03%0.03%0.03%Q3 2019Q4 20192
Sugarloaf Wealth Management, LLC 220.01%0.02%0.02%Q2 2020Q3 20202
Corient Private Wealth LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Jump Financial, LLC 220.02%0.02%0.02%Q4 2022Q1 20232
Beck Bode, LLC 110.01%0.01%0.01%Q3 2020Q2 20212
Capital Advisors, Ltd. LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Orion Portfolio Solutions, LLC 110.00%0.00%0.00%Q4 2019Q2 20202
M&G INVESTMENT MANAGEMENT LTD 220.01%0.01%0.02%Q2 2021Q3 20212
JUPITER ASSET MANAGEMENT LTD 220.08%0.08%0.09%Q2 2017Q3 20172
COMMONWEALTH BANK OF AUSTRALIA 220.00%0.00%0.00%Q1 2017Q2 20172
RAYMOND JAMES TRUST N.A. 220.02%0.03%0.03%Q4 2014Q1 20152
Visionary Asset Management, Inc. 220.11%0.12%0.12%Q2 2018Q3 20182
FJ Capital Management LLC 110.03%0.27%0.52%Q3 2017Q1 20202
MQS Management LLC 220.16%0.16%0.17%Q2 2023Q3 20232
Ellevest, Inc. 220.00%0.00%0.00%Q4 2022Q1 20232
Coury Firm Asset Management LLC 111.06%1.34%1.62%Q4 2021Q1 20232
OLD MISSION CAPITAL LLC 220.08%0.10%0.11%Q4 2021Q1 20222
PARADIGM ASSET MANAGEMENT CO LLC 220.10%0.11%0.12%Q2 2017Q3 20172
PDT Partners, LLC 110.01%0.02%0.02%Q3 2014Q1 20202
Cornerstone Wealth Management, LLC 220.00%0.00%0.01%Q2 2018Q3 20182
REGIONS FINANCIAL CORP 220.00%0.00%0.00%Q2 2018Q3 20182
TCG Advisors, LP 220.00%0.00%0.00%Q1 2019Q2 20192
Assenagon Asset Management S.A. 110.01%0.01%0.01%Q1 2021Q3 20232
MGO ONE SEVEN LLC 110.00%0.00%0.00%Q1 2018Q4 20182
Asset Management One Co., Ltd. 220.02%0.03%0.03%Q2 2016Q3 20162
MERCER GLOBAL ADVISORS INC /ADV 220.01%0.01%0.01%Q1 2019Q2 20192
Index Management Solutions, LLC 220.01%0.02%0.03%Q1 2014Q2 20142
DekaBank Deutsche Girozentrale 220.00%0.00%0.00%Q3 2022Q4 20222
Crestline Management, LP 220.33%0.43%0.53%Q2 2017Q3 20172
Cerebellum GP, LLC 112.36%2.36%2.36%Q4 2017Q2 20202
Aquatic Capital Management LLC 110.02%0.03%0.04%Q4 2021Q3 20232
Spot Trading L.L.C 220.01%0.01%0.01%Q4 2016Q1 20172
XTX Topco Ltd 220.05%0.06%0.07%Q2 2023Q3 20232
American Financial Network Advisory Services LLC 220.00%0.00%0.00%Q3 2017Q4 20172
Alberta Investment Management Corp 110.00%0.01%0.02%Q4 2019Q2 20202
Royal Fund Management, LLC 220.00%0.00%0.00%Q1 2017Q2 20172
RQSI Ltd 220.26%0.36%0.46%Q4 2014Q1 20152
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
Cassaday & Co Wealth Management LLC 220.01%0.01%0.01%Q4 2022Q1 20232
BOOTHBAY FUND MANAGEMENT, LLC 110.10%0.10%0.11%Q4 2015Q4 20162
Steward Financial Group LLC 110.00%0.00%0.00%Q2 2022Q3 20232
OneDigital Investment Advisors LLC 220.01%0.01%0.01%Q2 2017Q3 20172
GODSEY & GIBB, INC 110.01%0.02%0.03%Q1 2022Q3 20222
LOOMIS SAYLES & CO L P 220.00%0.00%0.00%Q3 2015Q4 20152
Foster Victor Wealth Advisors, LLC 220.22%0.22%0.22%Q2 2023Q3 20232
Emerald Acquisition Ltd. 220.00%0.00%0.00%Q2 2016Q3 20162
Centiva Capital, LP 110.03%0.04%0.05%Q3 2021Q1 20232
Capital One Investing, Inc. 220.05%0.05%0.05%Q1 2019Q2 20192
TWO SIGMA SECURITIES, LLC 110.00%0.02%0.04%Q1 2017Q4 20182
Parallax Volatility Advisers, L.P. 110.00%0.00%0.00%Q4 2017Q3 20182
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
ACG Wealth 110.00%0.02%0.04%Q1 2021Q2 20222
Campbell & CO Investment Adviser LLC 110.38%0.42%0.47%Q4 2021Q3 20232
Laurion Capital Management LP 110.01%0.06%0.11%Q4 2016Q2 20192
Eudaimonia Partners, LLC 110.00%0.01%0.01%Q4 2019Q1 20212
LSV ASSET MANAGEMENT 220.00%0.00%0.00%Q1 2014Q2 20142
Fourthstone LLC 110.28%0.37%0.47%Q3 2020Q3 20232
RIA Advisory Group LLC 220.21%0.22%0.22%Q2 2023Q3 20232
Charter Oak Capital Management, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Atom Investors LP 220.03%0.11%0.19%Q4 2018Q1 20192
MENDON CAPITAL ADVISORS CORP 220.34%0.91%1.48%Q4 2016Q1 20172
Dixon Hughes Goodman Wealth Advisors LLC 220.08%0.09%0.10%Q4 2021Q1 20222
Headlands Technologies LLC 220.02%0.03%0.04%Q2 2023Q3 20232
Legacy Financial Advisors, Inc. 220.00%0.00%0.00%Q4 2018Q1 20192
NEW ENGLAND SECURITIES CORP /MA/ 220.00%0.00%0.00%Q3 2013Q4 20132
WBI INVESTMENTS, LLC 220.31%0.42%0.52%Q2 2018Q3 20182
Newbridge Financial Services Group, Inc. 220.02%0.02%0.02%Q1 2021Q2 20212
TSFG, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Cresset Asset Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Edge Advisors, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
PATHSTONE FAMILY OFFICE, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
CAPSTONE INVESTMENT ADVISORS, LLC 110.01%0.01%0.01%Q1 2016Q2 20172
FORA Capital, LLC 110.01%0.03%0.04%Q1 2020Q2 20212
Cordant, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
IndexIQ Advisors LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Quantamental Technologies LLC 110.13%0.13%0.13%Q3 2022Q3 20221
SEVEN EIGHT CAPITAL, LP 110.07%0.07%0.07%Q1 2022Q1 20221
Mosaic Family Wealth, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
INGALLS & SNYDER LLC 110.02%0.02%0.02%Q3 2016Q3 20161
Amalgamated Financial Corp. 110.02%0.02%0.02%Q1 2022Q1 20221
Ahrens Investment Partners LLC 110.01%0.01%0.01%Q1 2023Q1 20231
MSD Partners, L.P. 110.04%0.04%0.04%Q4 2016Q4 20161
NEXT Financial Holdings 110.09%0.09%0.09%Q1 2019Q1 20191
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
BBVA USA Bancshares, Inc. 110.02%0.02%0.02%Q2 2017Q2 20171
CNB Bank 110.01%0.01%0.01%Q1 2020Q1 20201
VIRGINIA RETIREMENT SYSTEM 110.01%0.01%0.01%Q1 2016Q1 20161
Gyon Technologies Capital Management, LP 111.06%1.06%1.06%Q1 2020Q1 20201
Jane Street Holding, LLC 110.01%0.01%0.01%Q4 2013Q4 20131
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.05%0.05%0.05%Q3 2023Q3 20231
CX Institutional 110.00%0.00%0.00%Q2 2019Q2 20191
Zions Bancorporation 110.01%0.01%0.01%Q3 2018Q3 20181
PICTON MAHONEY ASSET MANAGEMENT 110.01%0.01%0.01%Q4 2021Q4 20211
COMERICA SECURITIES,INC. 110.00%0.00%0.00%Q4 2022Q4 20221
Checchi Capital Advisers, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
ENTERPRISE FINANCIAL SERVICES CORP 110.00%0.00%0.00%Q2 2017Q2 20171
CLINTON GROUP INC 110.04%0.04%0.04%Q4 2017Q4 20171
Rainier Group Investment Advisory LLC 110.10%0.10%0.10%Q4 2016Q4 20161
EVERENCE CAPITAL MANAGEMENT INC 110.06%0.06%0.06%Q1 2017Q1 20171
OLD MISSION CAPITAL, LLC 110.08%0.08%0.08%Q4 2020Q4 20201
Great Diamond Partners, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
KOCH INDUSTRIES INC 110.49%0.49%0.49%Q4 2016Q4 20161
Csenge Advisory Group 110.00%0.00%0.00%Q3 2018Q3 20181
Breogan Capital, LP 116.28%6.28%6.28%Q4 2017Q4 20171
Brinker Capital Investments, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
AlphaMark Advisors, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
CIBC WORLD MARKETS CORP 110.00%0.00%0.00%Q1 2021Q1 20211
GLG Partners LP 110.12%0.12%0.12%Q4 2017Q4 20171
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Quantitative Systematic Strategies LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Itau Unibanco Holding S.A. 110.01%0.01%0.01%Q4 2019Q4 20191
Apriem Advisors 110.01%0.01%0.01%Q1 2015Q1 20151
Ground Swell Capital, LLC 110.02%0.02%0.02%Q2 2014Q2 20141
NinePointTwo Capital LLC 110.10%0.10%0.10%Q1 2022Q1 20221
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Karp Capital Management Corp 110.00%0.00%0.00%Q1 2017Q1 20171
PENSECO FINANCIAL SERVICES CORP 110.00%0.00%0.00%Q3 2013Q3 20131
Edgestream Partners, L.P. 110.07%0.07%0.07%Q2 2023Q2 20231
PIPER SANDLER & CO. 110.01%0.01%0.01%Q1 2020Q1 20201
Measured Wealth Private Client Group, LLC 110.03%0.03%0.03%Q3 2018Q3 20181
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.02%0.02%0.02%Q3 2018Q3 20181
MALTESE CAPITAL MANAGEMENT LLC 110.25%0.25%0.25%Q4 2016Q4 20161
Alpenglow Capital LP 112.26%2.26%2.26%Q1 2016Q1 20161
Vident Investment Advisory, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Pine River Capital Management L.P. 110.02%0.02%0.02%Q4 2016Q4 20161
Sonora Investment Management, LLC 110.01%0.01%0.01%Q3 2015Q3 20151
ING GROEP NV 110.01%0.01%0.01%Q3 2017Q3 20171
ENDEAVOUR CAPITAL ADVISORS INC 110.91%0.91%0.91%Q2 2016Q2 20161
LEVEL FOUR ADVISORY SERVICES, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Financial Management Professionals, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
CAXTON ASSOCIATES LP 110.03%0.03%0.03%Q3 2020Q3 20201
BDO Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Abundance Wealth Counselors 110.02%0.02%0.02%Q1 2021Q1 20211
EAM Investors, LLC 110.19%0.19%0.19%Q4 2022Q4 20221
Guardian Wealth Advisors, LLC 110.07%0.07%0.07%Q1 2021Q1 20211
Paulson Wealth Management Inc. 110.00%0.00%0.00%Q4 2017Q4 20171
North Reef Capital Management LP 110.28%0.28%0.28%Q1 2022Q1 20221
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Weiss Multi-Strategy Advisers LLC 110.01%0.01%0.01%Q3 2013Q3 20131
Pinz Capital Management, LP 110.02%0.02%0.02%Q4 2019Q4 20191
COUNTRY TRUST BANK 110.00%0.00%0.00%Q3 2021Q3 20211
FineMark National Bank & Trust 110.00%0.00%0.00%Q4 2014Q4 20141
AdvisorNet Financial, Inc 110.00%0.00%0.00%Q1 2018Q1 20181
Aureus Asset Management, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Risk Paradigm Group, LLC 110.01%0.01%0.01%Q3 2015Q3 20151
Archford Capital Strategies, LLC 110.00%0.00%0.00%Q1 2014Q1 20141
Vanguard Personalized Indexing Management, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
BUCKINGHAM STRATEGIC WEALTH, LLC 110.18%0.18%0.18%Q2 2018Q2 20181
CAMBRIDGE TRUST CO 110.00%0.00%0.00%Q3 2022Q3 20221
Allred Capital Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Americana Partners, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Arbor Wealth Management, LLC 110.52%0.52%0.52%Q4 2015Q4 20151
Anfield Capital Management, LLC 110.13%0.13%0.13%Q4 2019Q4 20191
Triangle Securities Wealth Management 110.04%0.04%0.04%Q2 2013Q2 20131
WELLINGTON MANAGEMENT GROUP LLP 110.00%0.00%0.00%Q3 2021Q3 20211
MOODY NATIONAL BANK TRUST DIVISION 110.00%0.00%0.00%Q1 2019Q1 20191
WASHINGTON TRUST BANK 110.00%0.00%0.00%Q3 2016Q3 20161
Calvert Investment Management, Inc. 110.01%0.01%0.01%Q4 2016Q4 20161
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Y-Intercept (Hong Kong) Ltd 110.03%0.03%0.03%Q2 2023Q2 20231
WASHINGTON TRUST Co 110.00%0.00%0.00%Q2 2018Q2 20181
SUMIT CAPITAL, LLC 110.39%0.39%0.39%Q4 2013Q4 20131
Stieven Capital Advisors, L.P. 110.52%0.52%0.52%Q4 2021Q4 20211
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Pictet Asset Management Holding SA 110.00%0.00%0.00%Q3 2023Q3 20231
WESTPAC BANKING CORP 110.00%0.00%0.00%Q2 2013Q2 20131
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Centerpoint Advisors, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Claybrook Capital, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
SPOT TRADING L.L.C. 110.01%0.01%0.01%Q2 2017Q2 20171
Campbell Wealth Management 110.00%0.00%0.00%Q2 2020Q2 20201
FIRST NEW YORK SECURITIES LLC /NY 110.09%0.09%0.09%Q4 2016Q4 20161
FNY Managed Accounts LLC 110.14%0.14%0.14%Q1 2017Q1 20171
Prestige Wealth Management Group LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Apollon Wealth Management, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
PACES FERRY WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
CAPITAL FUND MANAGEMENT S.A. 110.01%0.01%0.01%Q2 2013Q2 20131
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
AQR Arbitrage LLC 110.01%0.01%0.01%Q2 2017Q2 20171
Assured Investment Management LLC 110.01%0.01%0.01%Q2 2017Q2 20171
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Houlihan Financial Resource Group, Ltd. 110.02%0.02%0.02%Q3 2020Q3 20201
Ausdal Financial Partners, Inc. 110.01%0.01%0.01%Q4 2015Q4 20151
STARR INTERNATIONAL CO INC 110.07%0.07%0.07%Q1 2019Q1 20191
EAM Global Investors LLC 110.49%0.49%0.49%Q4 2022Q4 20221
HBK INVESTMENTS L P 110.01%0.01%0.01%Q2 2023Q2 20231
GAM Holding AG 110.00%0.00%0.00%Q4 2015Q4 20151
Robinson Value Management, Ltd. 110.00%0.00%0.00%Q3 2021Q3 20211
SNS Financial Group, LLC 110.06%0.06%0.06%Q4 2016Q4 20161
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
MIRABELLA FINANCIAL SERVICES LLP 110.08%0.08%0.08%Q1 2022Q1 20221
SouthState Corp 110.00%0.00%0.00%Q3 2023Q3 20231
CHIRON CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Omega Advisors Inc. 110.06%0.06%0.06%Q4 2016Q4 20161
Balentine LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Ancora Advisors LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.00%0.00%0.00%Q3 2018Q3 20181
HAP Trading, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Price Capital Management, Inc. 110.22%0.22%0.22%Q1 2015Q1 20151
Waverly Advisors, LLC 110.01%0.01%0.01%Q3 2015Q3 20151
NATIONAL BANK OF CANADA /FI/ 110.01%0.01%0.01%Q2 2023Q2 20231
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
FORT, L.P. 110.01%0.01%0.01%Q4 2019Q4 20191
JNBA Financial Advisors 110.01%0.01%0.01%Q3 2018Q3 20181
MARINO, STRAM & ASSOCIATES LLC 110.02%0.02%0.02%Q1 2018Q1 20181
R&F Capital Advisors LP 110.91%0.91%0.91%Q4 2016Q4 20161
Summit Trail Advisors, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Crewe Advisors LLC 110.00%0.00%0.00%Q4 2019Q4 20191
CALTON & ASSOCIATES, INC. 110.01%0.01%0.01%Q4 2017Q4 20171
FORVIS Wealth Advisors, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 110.00%0.00%0.00%Q2 2013Q2 20131
STRATEGIC VALUE BANK PARTNERS LLC 113.20%3.20%3.20%Q4 2021Q4 20211
Irish Life Investment Managers Ltd. 110.00%0.00%0.00%Q2 2013Q2 20131
Ada Investment Management, LP 110.45%0.45%0.45%Q4 2015Q4 20151
361 CAPITAL LLC 110.36%0.36%0.36%Q4 2019Q4 20191
Virtus Fund Advisers, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
TWINBEECH CAPITAL LP 110.10%0.10%0.10%Q3 2020Q3 20201
HNP Capital LLC 110.06%0.06%0.06%Q4 2022Q4 20221
Retirement Group, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
1834 INVESTMENT ADVISORS CO 110.00%0.00%0.00%Q2 2020Q2 20201
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
ALGERT GLOBAL LLC 110.05%0.05%0.05%Q1 2022Q1 20221
Investment Research & Advisory Group, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
PRUDENTIAL PLC 110.02%0.02%0.02%Q3 2022Q3 20221
Signition LP 111.15%1.15%1.15%Q4 2019Q4 20191
Lanham O'Dell & Company, Inc. 114.09%4.09%4.09%Q3 2022Q3 20221
Kemnay Advisory Services Inc. 110.24%0.24%0.24%Q1 2019Q1 20191
Princeton Global Asset Management LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Leucadia National 110.01%0.01%0.01%Q3 2023Q3 20231
Boston Partners 110.00%0.00%0.00%Q2 2018Q2 20181
Rosenthal {-} Henry Capital Advisors, Inc. 111.80%1.80%1.80%Q2 2020Q2 20201
Fulcrum Equity Management 110.00%0.00%0.00%Q3 2019Q3 20191
NewSquare Capital LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Huber Capital Management LLC 110.01%0.01%0.01%Q4 2013Q4 20131
Heritage Trust Co 110.00%0.00%0.00%Q3 2017Q3 20171
Financial Architects, Inc 110.00%0.00%0.00%Q1 2017Q1 20171
SCHRODER INVESTMENT MANAGEMENT GROUP 110.01%0.01%0.01%Q2 2013Q2 20131
External links

This page lists all the filers that currently own UNITED BANKSHARES INC WEST V or have owned UNITED BANKSHARES INC WEST V in the past.