VEEVA SYS INC shareholder history

Current and past VEEVA SYS INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 40400.00%0.01%0.05%Q4 2013Q3 2023115
BARCLAYS PLC 40400.00%0.00%0.03%Q4 2013Q3 202398
Walleye Trading LLC 39390.00%0.04%0.24%Q1 2014Q3 202397
Citadel Advisors 40400.00%0.01%0.04%Q4 2013Q3 202396
Cutler Group LLC / CA 32320.00%0.03%0.30%Q4 2015Q3 202393
CITIGROUP INC 40400.00%0.01%0.03%Q4 2013Q3 202389
Parallax Volatility Advisers, L.P. 1410.00%0.01%0.04%Q1 2014Q3 202386
GOLDMAN SACHS GROUP INC 40400.00%0.02%0.08%Q4 2013Q3 202381
JANE STREET GROUP, LLC 3220.00%0.01%0.06%Q1 2014Q3 202380
D. E. Shaw & Co., Inc. 2620.00%0.02%0.22%Q4 2013Q3 202379
WOLVERINE TRADING, LLC 1320.00%0.02%0.07%Q2 2017Q3 202363
TWO SIGMA INVESTMENTS, LP 3010.00%0.07%0.39%Q4 2013Q3 202360
Creative Planning 3320.00%0.01%0.03%Q4 2013Q3 202358
MILLENNIUM MANAGEMENT LLC 2610.00%0.02%0.13%Q4 2013Q3 202358
BANK OF AMERICA CORP /DE/ 40400.00%0.01%0.05%Q4 2013Q3 202357
PEAK6 Investments LLC 21210.00%0.12%0.40%Q3 2018Q3 202350
WELLS FARGO & COMPANY/MN 40400.00%0.04%0.12%Q4 2013Q3 202349
Squarepoint Ops LLC 3120.00%0.05%0.26%Q2 2015Q3 202348
DEUTSCHE BANK AG\ 40400.00%0.02%0.07%Q4 2013Q3 202348
CAPITAL FUND MANAGEMENT S.A. 1760.00%0.06%0.25%Q4 2016Q1 202347
BNP PARIBAS FINANCIAL MARKETS 38380.00%0.01%0.09%Q2 2014Q3 202347
UBS Group AG 36360.00%0.01%0.02%Q4 2014Q3 202347
BANK OF MONTREAL /CAN/ 3410.00%0.01%0.04%Q4 2013Q3 202346
Cubist Systematic Strategies, LLC 3160.00%0.09%0.55%Q2 2014Q3 202345
ROYAL BANK OF CANADA 37370.00%0.01%0.03%Q3 2014Q3 202345
CREDIT SUISSE AG/ 40400.00%0.05%0.20%Q4 2013Q3 202345
Twin Tree Management, LP 1910.00%0.04%0.17%Q1 2017Q3 202343
PEAK6 Group LLC 1530.00%0.02%0.13%Q4 2013Q2 201843
HighTower Advisors, LLC 1550.00%0.01%0.02%Q1 2015Q3 202342
Avalon Global Asset Management LLC 38380.39%2.86%5.42%Q2 2014Q3 202342
NORTHERN TRUST CORP 40400.00%0.02%0.05%Q4 2013Q3 202340
STATE OF WISCONSIN INVESTMENT BOARD 40400.00%0.03%0.07%Q4 2013Q3 202340
ALLIANCEBERNSTEIN L.P. 40400.00%0.14%0.63%Q4 2013Q3 202340
TD ASSET MANAGEMENT INC 40400.00%0.06%0.20%Q4 2013Q3 202340
MANUFACTURERS LIFE INSURANCE COMPANY, THE 40400.00%0.01%0.08%Q4 2013Q3 202340
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 40400.00%0.04%0.11%Q4 2013Q3 202340
JPMORGAN CHASE & CO 40400.01%0.04%0.12%Q4 2013Q3 202340
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 40400.00%0.04%0.09%Q4 2013Q3 202340
GUGGENHEIM CAPITAL LLC 39390.00%0.02%0.06%Q1 2014Q3 202340
FMR LLC 40400.00%0.04%0.14%Q4 2013Q3 202340
STATE STREET CORP 40400.00%0.02%0.05%Q4 2013Q3 202340
FRANKLIN RESOURCES INC 40400.00%0.13%0.36%Q4 2013Q3 202340
GEODE CAPITAL MANAGEMENT, LLC 40400.00%0.04%0.08%Q4 2013Q3 202340
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 40400.00%0.02%0.40%Q4 2013Q3 202340
FEDERATED HERMES, INC. 40400.08%0.55%1.06%Q4 2013Q3 202340
PRICE T ROWE ASSOCIATES INC /MD/ 40400.01%0.14%0.41%Q4 2013Q3 202340
AMERIPRISE FINANCIAL INC 40400.00%0.03%0.08%Q4 2013Q3 202340
VANGUARD GROUP INC 40400.00%0.05%0.12%Q4 2013Q3 202340
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 40400.00%0.02%0.06%Q4 2013Q3 202340
Bank of New York Mellon Corp 40400.00%0.02%0.05%Q4 2013Q3 202340
BlackRock Inc. 40400.00%0.03%0.08%Q4 2013Q3 202340
MORGAN STANLEY 40400.01%0.22%0.80%Q4 2013Q3 202340
VOYA INVESTMENT MANAGEMENT LLC 39390.00%0.08%0.36%Q1 2014Q3 202339
AMERICAN INTERNATIONAL GROUP, INC. 24150.00%0.00%0.01%Q4 2013Q3 202339
Paloma Partners Management Co 1010.00%0.05%0.21%Q3 2014Q2 202338
Swiss National Bank 38380.00%0.05%0.12%Q2 2014Q3 202338
Verition Fund Management LLC 1110.00%0.04%0.23%Q3 2014Q3 202338
HMS Capital Management, LLC 22220.02%0.57%1.12%Q4 2016Q1 202238
WELLINGTON MANAGEMENT GROUP LLP 38380.00%0.05%0.14%Q2 2014Q3 202338
RHUMBLINE ADVISERS 38380.00%0.03%0.07%Q2 2014Q3 202338
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 3710.00%0.03%0.08%Q4 2013Q3 202338
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 38380.00%0.05%0.12%Q2 2014Q3 202338
Invesco Ltd. 38380.00%0.01%0.06%Q2 2014Q3 202338
UBS ASSET MANAGEMENT AMERICAS INC 37370.00%0.06%0.25%Q3 2014Q3 202337
THRIVENT FINANCIAL FOR LUTHERANS 3520.00%0.09%0.34%Q4 2013Q3 202337
PRINCIPAL FINANCIAL GROUP INC 3610.00%0.00%0.02%Q4 2013Q3 202337
PNC FINANCIAL SERVICES GROUP, INC. 3510.00%0.01%0.03%Q1 2014Q3 202337
TEACHER RETIREMENT SYSTEM OF TEXAS 25120.00%0.10%0.38%Q2 2014Q3 202337
GREAT WEST LIFE ASSURANCE CO /CAN/ 37370.00%0.03%0.08%Q3 2014Q3 202337
WHITTIER TRUST CO OF NEVADA INC 37370.04%0.07%0.15%Q3 2014Q3 202337
PROFUND ADVISORS LLC 36360.02%0.13%0.28%Q4 2014Q3 202336
FIRST TRUST ADVISORS LP 36360.06%0.30%0.61%Q4 2014Q3 202336
SEI INVESTMENTS CO 36360.00%0.28%0.64%Q4 2014Q3 202336
TWO SIGMA ADVISERS, LP 3420.00%0.14%0.53%Q3 2014Q3 202336
Allianz Asset Management GmbH 3010.00%0.04%0.11%Q4 2013Q3 202335
BLAIR WILLIAM & CO/IL 35350.02%1.16%2.28%Q1 2015Q3 202335
BNP Paribas Asset Management Holding S.A. 22130.00%0.02%0.06%Q4 2014Q3 202335
DIMENSIONAL FUND ADVISORS LP 35350.00%0.01%0.03%Q1 2015Q3 202335
EMERALD ADVISERS, LLC 35350.02%0.48%2.77%Q1 2015Q3 202335
Legal & General Group Plc 35350.00%0.04%0.10%Q1 2015Q3 202335
AXA S.A. 35350.01%0.11%0.38%Q1 2015Q3 202335
GILDER GAGNON HOWE & CO LLC 3020.01%0.20%0.78%Q4 2013Q3 202335
NEW YORK STATE COMMON RETIREMENT FUND 35350.00%0.13%0.22%Q1 2015Q3 202335
BENJAMIN F. EDWARDS & COMPANY, INC. 35350.01%0.02%0.07%Q1 2015Q3 202335
RAYMOND JAMES & ASSOCIATES 33330.00%0.01%0.04%Q3 2015Q3 202335
NICHOLAS COMPANY, INC. 20140.02%0.14%0.30%Q1 2015Q3 202334
PITTENGER & ANDERSON INC 2950.00%0.11%0.53%Q3 2014Q3 202334
GAM Holding AG 20140.00%0.24%1.07%Q1 2014Q3 202234
Brown Capital Management 34340.54%4.43%5.68%Q2 2015Q3 202334
PANAGORA ASSET MANAGEMENT INC 2710.00%0.16%0.51%Q4 2013Q3 202334
J.P. Morgan Private Wealth Advisors LLC 2860.00%0.01%0.07%Q1 2015Q3 202334
FIFTH THIRD BANCORP 3130.00%0.02%0.08%Q1 2015Q3 202334
STIFEL FINANCIAL CORP 34340.01%0.04%0.08%Q2 2015Q3 202334
Utah Retirement Systems 34340.01%0.06%0.12%Q2 2015Q3 202334
Janney Montgomery Scott LLC 34340.01%0.09%0.21%Q2 2015Q3 202334
LOS ANGELES CAPITAL MANAGEMENT LLC 2670.01%0.10%0.29%Q1 2015Q3 202333
FRED ALGER MANAGEMENT, LLC 33330.02%0.52%1.18%Q3 2015Q3 202333
US BANCORP \DE\ 3210.00%0.01%0.02%Q1 2014Q3 202333
AMALGAMATED BANK 3210.02%0.04%0.09%Q2 2015Q3 202333
M&T BANK CORP 3010.00%0.01%0.03%Q3 2014Q3 202333
MACQUARIE GROUP LTD 2320.00%0.04%0.33%Q2 2014Q3 202333
HSBC HOLDINGS PLC 30300.00%0.01%0.03%Q2 2016Q3 202333
GLENMEDE TRUST CO NA 3120.00%0.01%0.03%Q4 2014Q3 202333
Zurcher Kantonalbank (Zurich Cantonalbank) 2490.00%0.03%0.10%Q1 2015Q3 202333
IFP Advisors, Inc 17140.00%0.01%0.03%Q4 2015Q3 202332
Parkside Financial Bank & Trust 32320.00%0.03%0.07%Q4 2015Q3 202332
RIVERBRIDGE PARTNERS LLC 32320.44%1.49%2.33%Q4 2015Q3 202332
METROPOLITAN LIFE INSURANCE CO/NY 2750.00%0.02%0.05%Q4 2013Q4 202132
First Horizon Advisors, Inc. 32320.00%0.00%0.01%Q4 2015Q3 202332
Tower Research Capital LLC (TRC) 1710.00%0.01%0.06%Q4 2013Q3 202332
NORGES BANK 32320.00%0.04%0.10%Q1 2015Q4 202232
MACKENZIE FINANCIAL CORP 1910.00%0.01%0.04%Q3 2014Q3 202332
CREDIT AGRICOLE S A 1510.00%0.06%0.52%Q2 2014Q3 202332
LPL Financial LLC 32320.00%0.01%0.02%Q4 2015Q3 202332
TWO SIGMA SECURITIES, LLC 610.00%0.04%0.44%Q2 2016Q3 202332
ENVESTNET ASSET MANAGEMENT INC 32320.00%0.03%0.08%Q4 2015Q3 202332
1832 Asset Management L.P. 2010.00%0.10%0.39%Q4 2014Q3 202331
PARAMETRIC PORTFOLIO ASSOCIATES LLC 31310.00%0.02%0.04%Q3 2014Q1 202231
MARK SHEPTOFF FINANCIAL PLANNING, LLC 31310.00%2.65%5.24%Q1 2016Q3 202331
HUNTINGTON NATIONAL BANK 3010.00%0.00%0.00%Q4 2015Q3 202331
NEXT CENTURY GROWTH INVESTORS LLC 1610.01%0.26%1.00%Q4 2013Q4 202130
DekaBank Deutsche Girozentrale 30300.00%0.02%0.06%Q2 2016Q3 202330
Artisan Partners Limited Partnership 30300.06%1.74%3.51%Q2 2016Q3 202330
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 30300.07%0.43%1.19%Q2 2016Q3 202330
Capital Impact Advisors, LLC 1940.00%0.79%1.82%Q2 2014Q4 202230
ENTERPRISE FINANCIAL SERVICES CORP 30300.00%0.00%0.01%Q1 2014Q2 202130
Renaissance Technologies 2280.00%0.08%0.17%Q4 2014Q2 202330
Baird Financial Group, Inc. 30300.01%0.23%0.43%Q2 2016Q3 202330
AMERICAN CENTURY COMPANIES INC 2020.00%0.07%0.22%Q4 2013Q3 202330
TCI Wealth Advisors, Inc. 29290.00%0.01%0.20%Q1 2016Q1 202330
AQR Capital Management 29290.00%0.06%0.35%Q3 2016Q3 202329
Cambridge Investment Research Advisors, Inc. 29290.00%0.04%0.11%Q3 2016Q3 202329
PRUDENTIAL FINANCIAL INC 29290.00%0.01%0.02%Q3 2016Q3 202329
Fiera Capital Corp 19100.00%0.14%0.32%Q2 2016Q3 202329
CANADA PENSION PLAN INVESTMENT BOARD 29290.01%0.05%0.14%Q3 2016Q3 202329
VICTORY CAPITAL MANAGEMENT INC 29290.00%0.10%0.26%Q3 2016Q3 202329
ACADIAN ASSET MANAGEMENT LLC 2610.00%0.26%0.62%Q3 2015Q3 202329
ALPS ADVISORS INC 2630.00%0.00%0.01%Q1 2016Q3 202329
Sigma Planning Corp 21210.01%0.03%0.05%Q3 2018Q3 202329
D.A. DAVIDSON & CO. 1220.00%0.01%0.02%Q1 2015Q3 202329
TUDOR INVESTMENT CORP ET AL 1410.01%0.04%0.13%Q4 2013Q2 202329
Aperio Group, LLC 28280.00%0.01%0.05%Q1 2014Q4 202028
NEXT Financial Group, Inc 14140.00%0.08%0.38%Q2 2014Q4 202128
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2510.00%0.00%0.02%Q1 2016Q3 202328
Engineers Gate Manager LP 1130.02%0.26%0.70%Q4 2015Q3 202328
Penserra Capital Management LLC 2210.00%0.30%1.38%Q4 2015Q3 202328
Raymond James Financial Services Advisors, Inc. 2620.00%0.02%0.04%Q3 2016Q3 202328
LYELL WEALTH MANAGEMENT, LP 28280.81%1.65%2.64%Q4 2016Q3 202328
Roble, Belko & Company, Inc 28280.00%0.01%0.02%Q4 2016Q3 202328
Nuveen Asset Management, LLC 2260.01%0.07%0.17%Q3 2016Q3 202328
Russell Investments Group, Ltd. 28280.00%0.07%0.15%Q4 2016Q3 202328
Quantbot Technologies LP 710.00%0.15%0.62%Q2 2014Q2 202328
Asset Management One Co., Ltd. 2620.00%0.05%0.09%Q2 2016Q3 202328
CENTRAL TRUST Co 28280.00%0.01%0.04%Q4 2016Q3 202328
QUADRANT CAPITAL GROUP LLC 1990.00%0.01%0.03%Q3 2015Q3 202328
Bell Bank 27270.07%0.18%0.29%Q1 2017Q3 202327
BAMCO INC /NY/ 2610.00%0.38%0.69%Q4 2013Q3 202327
GLYNN CAPITAL MANAGEMENT LLC 27271.46%3.56%5.76%Q1 2015Q3 202127
Neuberger Berman Group LLC 2520.01%0.03%0.06%Q1 2015Q3 202327
CIBC Asset Management Inc 27270.00%0.01%0.02%Q1 2017Q3 202327
BALYASNY ASSET MANAGEMENT L.P. 610.00%0.03%0.28%Q3 2016Q3 202327
PUTNAM INVESTMENTS LLC 1160.00%0.03%0.08%Q1 2015Q3 202327
BROWN ADVISORY INC 27270.00%0.28%0.91%Q1 2017Q3 202327
Barbara Oil Co. 27270.35%0.76%1.52%Q1 2017Q3 202327
FDx Advisors, Inc. 2520.01%0.03%0.07%Q2 2016Q3 202327
Ranger Investment Management 27270.00%0.00%0.00%Q1 2017Q3 202327
OPPENHEIMER & CO INC 2250.01%0.04%0.21%Q3 2016Q3 202327
OPPENHEIMER ASSET MANAGEMENT INC. 27270.08%0.29%0.44%Q1 2017Q3 202327
Gulf International Bank (UK) Ltd 26260.02%0.07%0.12%Q2 2017Q3 202326
SHELL ASSET MANAGEMENT CO 26260.01%0.06%0.18%Q2 2017Q3 202326
PRELUDE CAPITAL MANAGEMENT, LLC 1310.00%0.06%0.26%Q4 2013Q3 202326
Nicholas Investment Partners, LP 2510.14%0.71%1.67%Q1 2015Q4 202226
Ithaka Group 26261.37%3.60%5.32%Q2 2017Q3 202326
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 26260.02%0.08%0.15%Q2 2017Q3 202326
NORDEA INVESTMENT MANAGEMENT AB 26260.00%0.04%0.07%Q2 2017Q3 202326
Mitsubishi UFJ Trust & Banking Corp 26260.02%0.07%0.13%Q2 2017Q3 202326
TORONTO DOMINION BANK 26260.00%0.01%0.02%Q2 2017Q3 202326
COMERICA BANK 2420.00%0.02%0.07%Q1 2017Q3 202326
KBC Group NV 26260.01%0.06%0.18%Q2 2017Q3 202326
WESTPAC BANKING CORP 26260.01%0.05%0.16%Q2 2017Q3 202326
JANUS HENDERSON GROUP PLC 26260.00%0.03%0.11%Q2 2017Q3 202326
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 26260.02%0.05%0.10%Q2 2017Q3 202326
Sumitomo Mitsui Trust Holdings, Inc. 26260.03%0.07%0.16%Q2 2017Q3 202326
DnB Asset Management AS 2310.01%0.03%0.05%Q4 2015Q4 202326
LORD, ABBETT & CO. LLC 1310.00%0.14%0.36%Q2 2014Q4 202226
Mitsubishi UFJ Asset Management Co., Ltd. 26260.02%0.09%0.27%Q2 2017Q3 202326
STRS OHIO 26260.00%0.09%0.28%Q2 2017Q3 202326
Perigon Wealth Management, LLC 810.01%0.18%0.65%Q3 2011Q3 202326
Daiwa Securities Group Inc. 26260.00%0.01%0.02%Q2 2017Q3 202326
VALLEY NATIONAL ADVISERS INC 26260.01%0.03%0.05%Q2 2017Q3 202326
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 26260.00%0.01%0.06%Q2 2017Q3 202326
Robeco Institutional Asset Management B.V. 26260.00%0.05%0.15%Q2 2017Q3 202326
NOMURA ASSET MANAGEMENT CO LTD 26260.01%0.11%0.42%Q2 2017Q3 202326
FineMark National Bank & Trust 1880.00%0.01%0.02%Q1 2015Q3 202326
BRANDYWINE MANAGERS, LLC 26260.12%1.01%3.56%Q2 2017Q3 202326
Texas Yale Capital Corp. 26260.04%0.10%0.16%Q2 2017Q3 202326
Sumitomo Mitsui DS Asset Management Company, Ltd 26260.01%0.03%0.07%Q2 2017Q3 202326
Mirador Capital Partners LP 26260.14%0.39%0.72%Q2 2017Q3 202326
NISA INVESTMENT ADVISORS, LLC 26260.01%0.04%0.07%Q2 2017Q3 202326
EARNEST PARTNERS LLC 2410.00%0.00%0.00%Q4 2016Q3 202325
Voya Financial Advisors, Inc. 25250.02%0.13%0.30%Q3 2017Q3 202325
Snowden Capital Advisors LLC 1780.03%0.19%0.36%Q2 2017Q3 202325
NOMURA HOLDINGS INC 730.00%0.01%0.04%Q1 2014Q1 202225
APG Asset Management N.V. 25250.00%0.03%0.13%Q3 2017Q3 202325
Livforsakringsbolaget Skandia, Omsesidigt 25250.00%0.02%0.07%Q3 2017Q3 202325
LADENBURG THALMANN FINANCIAL SERVICES INC. 25250.00%0.00%0.02%Q4 2013Q4 201925
CWM, LLC 1610.00%0.00%0.00%Q1 2017Q3 202325
FLAGSHIP HARBOR ADVISORS, LLC 2230.03%0.06%0.10%Q2 2017Q3 202325
PineBridge Investments, L.P. 25250.02%0.11%0.33%Q3 2017Q3 202325
Carroll Financial Associates, Inc. 25250.00%0.00%0.00%Q4 2015Q4 202125
SG Americas Securities, LLC 1010.00%0.01%0.02%Q3 2014Q2 202325
GATEWAY INVESTMENT ADVISERS LLC 25250.02%0.08%0.14%Q3 2017Q3 202325
Parallel Advisors, LLC 2130.00%0.02%0.04%Q2 2017Q3 202324
CAPTRUST FINANCIAL ADVISORS 24240.00%0.01%0.02%Q4 2017Q3 202324
Taylor Hoffman Wealth Management 24240.06%0.20%0.41%Q4 2017Q3 202324
Champlain Investment Partners, LLC 24240.27%1.16%1.84%Q4 2017Q3 202324
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 24240.00%0.03%0.27%Q4 2017Q3 202324
AMERICAN CAPITAL MANAGEMENT INC 24240.31%2.27%3.72%Q4 2017Q3 202324
Harvest Fund Management Co., Ltd 1120.00%0.03%0.10%Q4 2016Q3 202324
Diversified Trust Co 24240.01%0.04%0.08%Q1 2018Q4 202324
WASATCH ADVISORS LP 24240.00%0.11%0.20%Q4 2017Q3 202324
Financial Architects, Inc 870.00%0.01%0.04%Q1 2016Q1 202024
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 24240.10%0.20%0.33%Q4 2017Q3 202324
Strategic Advisors LLC 24240.12%0.32%0.68%Q4 2017Q3 202324
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 24240.01%0.04%0.08%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.02%0.05%Q4 2017Q3 202324
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 24240.01%0.09%0.29%Q4 2017Q3 202324
Exchange Capital Management, Inc. 24240.43%1.01%1.61%Q4 2017Q3 202324
Spot Trading L.L.C 13130.00%0.02%0.10%Q1 2014Q1 201724
ClariVest Asset Management LLC 2130.00%0.21%0.62%Q3 2016Q3 202324
Glassman Wealth Services 24240.00%0.00%0.01%Q4 2017Q3 202324
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 2030.01%0.05%0.14%Q2 2017Q3 202323
PEREGRINE CAPITAL MANAGEMENT LLC 23230.34%0.95%1.37%Q1 2018Q3 202323
B. Riley Wealth Advisors, Inc. 23230.02%0.05%0.23%Q1 2018Q3 202323
BOKF, NA 1490.02%0.07%0.12%Q4 2017Q3 202323
EFG Asset Management (Americas) Corp. 1320.08%0.71%0.98%Q2 2017Q3 202323
Andra AP-fonden 1250.02%0.16%0.29%Q2 2017Q2 202323
Achmea Investment Management B.V. 1150.02%0.10%0.22%Q2 2017Q3 202323
Chicago Capital, LLC 23231.44%1.93%2.44%Q1 2018Q3 202323
ProShare Advisors LLC 23230.00%0.00%0.01%Q2 2017Q4 202223
Treasurer of the State of North Carolina 23230.02%0.06%0.11%Q1 2018Q3 202323
SIGNATUREFD, LLC 23230.01%0.01%0.02%Q1 2018Q3 202323
Steward Partners Investment Advisory, LLC 1810.00%0.01%0.05%Q1 2017Q3 202323
ARTHUR M. COHEN & ASSOCIATES, LLC 2110.03%0.56%1.05%Q3 2014Q3 202323
JAG CAPITAL MANAGEMENT, LLC 1730.03%0.97%3.39%Q1 2017Q3 202323
Reynders McVeigh Capital Management, LLC 23230.08%0.70%1.25%Q1 2018Q3 202323
Korea Investment CORP 2210.00%0.05%0.15%Q3 2017Q3 202323
State of Alaska, Department of Revenue 1850.01%0.04%0.07%Q4 2017Q3 202323
Advisory Services Network, LLC 2120.00%0.02%0.09%Q1 2017Q3 202323
QS Investors, LLC 23230.00%0.06%0.18%Q4 2015Q2 202123
TWIN CAPITAL MANAGEMENT INC 23230.07%0.24%0.44%Q2 2017Q4 202223
Stephens Investment Management Group LLC 23230.03%0.12%0.21%Q1 2018Q3 202323
Allworth Financial LP 23230.00%0.00%0.01%Q1 2018Q3 202323
Walleye Capital LLC 510.00%0.05%0.33%Q1 2019Q3 202323
SYNOVUS FINANCIAL CORP 23230.00%0.05%0.09%Q1 2018Q3 202323
First Bank & Trust 23230.18%0.35%0.73%Q1 2018Q3 202323
BARINGS LLC 810.00%0.01%0.04%Q2 2014Q2 202223
Man Group plc 23230.02%0.15%0.51%Q1 2018Q3 202323
abrdn plc 22220.00%0.01%0.01%Q2 2018Q3 202322
NAVELLIER & ASSOCIATES INC 22220.04%1.74%4.22%Q3 2016Q4 202122
Sandy Spring Bank 22220.03%0.19%0.32%Q2 2018Q3 202322
C M BIDWELL & ASSOCIATES LTD 1620.01%0.41%1.05%Q4 2016Q3 202322
BESSEMER GROUP INC 2110.00%0.03%0.27%Q3 2015Q3 202322
TEACHERS ADVISORS, LLC 22220.00%0.01%0.04%Q4 2013Q1 201922
FIRST MANHATTAN CO. LLC. 22220.00%0.00%0.01%Q2 2018Q3 202322
FIDUCIARY TRUST CO 22220.01%0.02%0.04%Q2 2018Q3 202322
WHITTIER TRUST CO 2020.00%0.00%0.04%Q3 2014Q3 202322
TIAA CREF INVESTMENT MANAGEMENT LLC 22220.00%0.02%0.07%Q4 2013Q1 201922
ALGERT GLOBAL LLC 1210.02%0.27%0.78%Q2 2016Q3 202322
Epoch Investment Partners, Inc. 22220.02%0.12%0.28%Q2 2018Q3 202322
MEEDER ASSET MANAGEMENT INC 1810.00%0.04%0.17%Q4 2015Q3 202222
Bellevue Group AG 22220.07%0.37%0.76%Q2 2018Q3 202322
Westwind Capital 2110.02%4.72%7.60%Q4 2017Q4 202322
Radnor Capital Management, LLC 1710.06%0.16%0.32%Q4 2016Q3 202322
IFM Investors Pty Ltd 22220.04%0.08%0.13%Q2 2018Q3 202322
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 22220.00%0.01%0.01%Q2 2018Q3 202322
STEPHENS INC /AR/ 21210.01%0.05%0.08%Q3 2018Q3 202321
Skandinaviska Enskilda Banken AB (publ) 21210.01%0.15%0.34%Q3 2018Q3 202321
GRIFFIN ASSET MANAGEMENT, INC. 21210.04%0.21%0.46%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.06%0.12%Q3 2018Q3 202321
CASTLEARK MANAGEMENT LLC 11100.01%0.28%1.21%Q4 2016Q2 202221
LOOMIS SAYLES & CO L P 1020.00%0.04%0.10%Q4 2016Q3 202321
Point72 Hong Kong Ltd 910.00%0.26%1.64%Q3 2014Q4 202121
AEGON ASSET MANAGEMENT UK PLC 21210.08%0.20%0.37%Q2 2018Q2 202321
Private Advisor Group, LLC 21210.01%0.02%0.05%Q3 2018Q3 202321
HANCOCK WHITNEY CORP 21210.08%0.44%0.96%Q3 2018Q3 202321
Echo Street Capital Management LLC 21210.18%0.85%1.72%Q3 2018Q3 202321
Covington Capital Management 21210.00%0.00%0.00%Q3 2017Q3 202221
Sargent Bickham Lagudis LLC 21210.01%0.02%0.03%Q4 2017Q4 202221
Rehmann Capital Advisory Group 1470.01%0.03%0.07%Q1 2018Q3 202321
Morse Asset Management, Inc 730.08%0.32%0.74%Q1 2017Q3 202321
Simplicity Solutions, LLC 1010.01%0.04%0.10%Q4 2015Q3 202321
Candriam S.C.A. 21210.03%0.08%0.25%Q3 2018Q3 202321
MML INVESTORS SERVICES, LLC 21210.00%0.04%0.08%Q3 2018Q3 202321
Gotham Asset Management, LLC 510.00%0.07%0.17%Q4 2014Q4 202221
Rockefeller Capital Management L.P. 21210.00%0.04%0.11%Q3 2018Q3 202321
PDT Partners, LLC 1310.03%0.35%0.65%Q3 2015Q3 202221
Smithfield Trust Co 20200.00%0.00%0.02%Q4 2018Q3 202320
RMB Capital Management, LLC 20200.01%0.03%0.06%Q4 2018Q3 202320
Winslow Capital Management, LLC 20200.69%1.24%2.37%Q2 2018Q1 202320
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1640.00%0.18%0.45%Q1 2017Q1 202220
NVWM, LLC 1730.00%0.22%0.65%Q4 2017Q4 202220
Advisors Capital Management, LLC 20200.01%0.04%0.10%Q4 2018Q3 202320
WealthBridge Capital Management, LLC 20200.18%0.38%0.65%Q4 2018Q3 202320
IBM Retirement Fund 1310.01%0.06%0.10%Q2 2015Q1 202220
TOCQUEVILLE ASSET MANAGEMENT L.P. 1910.00%0.02%0.12%Q4 2014Q3 202220
NewEdge Advisors, LLC 1460.00%0.03%0.08%Q3 2018Q3 202320
VAN ECK ASSOCIATES CORP 1730.08%0.32%0.65%Q3 2017Q3 202320
VOLORIDGE INVESTMENT MANAGEMENT, LLC 510.00%0.14%0.38%Q2 2016Q2 202320
Cornerstone Advisors, Inc. 20200.01%0.02%0.04%Q4 2015Q3 202020
Skye Global Management LP 20200.03%1.28%2.56%Q2 2018Q1 202320
BREWIN DOLPHIN LTD 20200.00%0.24%0.59%Q3 2017Q2 202220
Global Retirement Partners, LLC 1120.00%0.02%0.05%Q2 2018Q3 202320
Arizona State Retirement System 20200.02%0.07%0.12%Q4 2018Q3 202320
Avitas Wealth Management LLC 20200.06%0.14%0.26%Q4 2018Q3 202320
Aspire Private Capital, LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
Shepherd Financial Partners LLC 20200.05%0.21%0.40%Q4 2018Q3 202320
Sunbelt Securities, Inc. 1910.04%0.25%0.52%Q4 2016Q3 202320
Conestoga Capital Advisors, LLC 20200.01%0.01%0.01%Q4 2018Q3 202320
MASTRAPASQUA ASSET MANAGEMENT INC 20200.29%0.53%0.72%Q4 2018Q3 202320
First American Bank 940.02%0.03%0.05%Q3 2016Q4 202120
FIRST HAWAIIAN BANK 1450.01%0.05%0.15%Q3 2018Q3 202319
Greytown Advisors Inc. 19190.16%0.26%0.45%Q1 2019Q3 202319
NN Investment Partners Holdings N.V. 1450.00%0.47%1.57%Q2 2017Q1 202219
FinTrust Capital Advisors, LLC 19190.00%0.01%0.03%Q4 2018Q2 202319
Bath Savings Trust Co 19190.04%0.07%0.11%Q1 2019Q3 202319
Zions Bancorporation, N.A. 19190.00%0.03%0.04%Q1 2019Q3 202319
Patriot Financial Group Insurance Agency, LLC 19190.03%0.16%0.33%Q1 2019Q3 202319
AVIVA PLC 19190.04%0.07%0.13%Q1 2019Q3 202319
Handelsbanken Fonder AB 19190.14%0.35%0.52%Q1 2019Q3 202319
Trexquant Investment LP 410.02%0.25%0.70%Q4 2014Q3 202319
ROYAL LONDON ASSET MANAGEMENT LTD 19190.04%0.05%0.09%Q1 2019Q3 202319
Quantinno Capital Management LP 19190.04%0.27%0.68%Q1 2019Q3 202319
World Asset Management Inc 19190.01%0.03%0.07%Q1 2017Q3 202119
WEDBUSH SECURITIES INC 19190.04%0.07%0.14%Q1 2019Q3 202319
Cetera Investment Advisers 18180.00%0.04%0.07%Q2 2019Q3 202319
HANSEATIC MANAGEMENT SERVICES INC 1520.04%0.93%1.74%Q3 2014Q3 202019
TOMPKINS FINANCIAL CORP 19190.00%0.01%0.02%Q3 2016Q1 202119
Global Trust Asset Management, LLC 1610.04%0.15%0.43%Q3 2018Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.00%0.03%0.11%Q1 2019Q3 202319
TELEMUS CAPITAL, LLC 19190.08%0.15%0.27%Q1 2016Q3 202019
COMMERCE BANK 19190.00%0.02%0.04%Q1 2019Q3 202319
Point72 Asset Management, L.P. 610.00%0.03%0.09%Q1 2015Q3 202319
CONGRESS ASSET MANAGEMENT CO /MA 19190.02%0.21%0.75%Q1 2019Q3 202319
Inspire Investing, LLC 19190.11%0.35%0.82%Q1 2019Q3 202319
Ferris Capital, LLC 1630.10%0.19%0.30%Q2 2017Q1 202219
Tortoise Investment Management, LLC 19190.00%0.00%0.00%Q1 2019Q3 202319
Main Street Research LLC 19190.03%0.18%0.92%Q1 2019Q3 202319
HENGEHOLD CAPITAL MANAGEMENT LLC 19190.04%0.05%0.08%Q1 2019Q3 202319
OLD NATIONAL BANCORP /IN/ 19190.01%0.25%0.49%Q1 2019Q3 202319
Integrated Investment Consultants, LLC 910.02%0.09%0.19%Q3 2016Q3 202319
MOSELEY INVESTMENT MANAGEMENT INC 19190.33%0.52%0.69%Q1 2019Q3 202319
Redpoint Investment Management Pty Ltd 19190.01%0.06%0.10%Q1 2018Q3 202219
GSA CAPITAL PARTNERS LLP 510.01%0.09%0.23%Q3 2014Q4 202218
Asset Planning Services, Ltd. 18180.00%0.00%0.01%Q2 2015Q3 201918
AE Wealth Management LLC 18180.01%0.05%0.10%Q2 2019Q3 202318
Biondo Investment Advisors, LLC 18180.06%0.08%0.11%Q2 2019Q3 202318
Capital Investment Advisory Services, LLC 18180.04%0.08%0.12%Q2 2019Q3 202318
ARCADIA INVESTMENT MANAGEMENT CORP/MI 1710.02%1.37%1.95%Q4 2017Q3 202318
National Pension Service 18180.00%0.08%0.15%Q2 2019Q3 202318
Vestmark Advisory Solutions, Inc. 1530.05%0.10%0.15%Q1 2019Q3 202318
EAGLE ASSET MANAGEMENT INC 18180.01%0.38%0.74%Q2 2019Q3 202318
SCHRODER INVESTMENT MANAGEMENT GROUP 18180.00%0.02%0.06%Q2 2019Q3 202318
Motley Fool Asset Management LLC 1620.03%0.06%0.08%Q1 2019Q3 202318
Bayesian Capital Management, LP 410.08%0.26%0.70%Q2 2016Q3 202318
Migdal Insurance & Financial Holdings Ltd. 18180.00%0.02%0.14%Q2 2019Q3 202318
NATIXIS 910.00%0.04%0.35%Q4 2014Q3 202318
AMP Capital Investors Ltd 18180.01%0.09%0.26%Q2 2017Q3 202118
DUBUQUE BANK & TRUST CO 18180.02%0.09%0.18%Q2 2017Q3 202118
Carmignac Gestion 18180.00%0.04%0.09%Q2 2019Q3 202318
GROUP ONE TRADING, L.P. 710.00%0.01%0.03%Q4 2013Q4 202218
Cetera Advisor Networks LLC 1440.01%0.03%0.07%Q1 2019Q3 202318
Dynamic Technology Lab Private Ltd 510.03%0.23%0.44%Q3 2014Q3 202318
Atria Investments, Inc 1410.01%0.06%0.19%Q1 2018Q3 202318
CIBC Private Wealth Group, LLC 630.00%0.02%0.12%Q3 2017Q3 202318
CIM, LLC 1350.15%0.39%0.57%Q3 2016Q3 202118
HARTLINE INVESTMENT CORP/ 1340.32%1.45%2.63%Q2 2019Q3 202317
EVOKE WEALTH, LLC 17170.01%0.11%0.41%Q3 2019Q3 202317
EXCHANGE TRADED CONCEPTS, LLC 17170.02%0.07%0.15%Q4 2019Q4 202317
Private Capital Group, LLC 17170.00%0.05%0.12%Q2 2018Q2 202217
Vantage Investment Partners, LLC 17170.12%0.53%0.81%Q1 2018Q1 202217
Symmetry Partners, LLC 1250.01%0.05%0.15%Q4 2018Q2 202317
Kingsview Wealth Management, LLC 730.00%0.07%0.21%Q1 2019Q3 202317
PICTET ASSET MANAGEMENT LTD 17170.01%0.02%0.03%Q2 2017Q2 202117
Sonora Investment Management, LLC 17170.00%0.00%0.00%Q3 2017Q3 202117
Decatur Capital Management, Inc. 17170.71%1.02%1.89%Q3 2019Q3 202317
LAZARD ASSET MANAGEMENT LLC 1210.00%0.02%0.03%Q4 2018Q3 202317
BALDWIN BROTHERS LLC/MA 17170.01%0.01%0.03%Q3 2018Q3 202217
Meiji Yasuda Asset Management Co Ltd. 1430.01%0.04%0.08%Q2 2019Q3 202317
DE BURLO GROUP INC 710.00%1.36%2.96%Q2 2015Q3 202217
BANQUE PICTET & CIE SA 1110.00%0.01%0.02%Q1 2019Q3 202317
Bedel Financial Consulting, Inc. 17170.00%0.01%0.01%Q1 2018Q1 202217
State of New Jersey Common Pension Fund D 17170.05%0.07%0.10%Q3 2019Q3 202317
PRUDENTIAL PLC 1030.00%0.04%0.08%Q3 2017Q3 202317
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 17170.03%0.17%0.43%Q3 2019Q3 202317
PARK AVENUE SECURITIES LLC 1410.02%0.05%0.08%Q1 2019Q3 202317
Dai-ichi Life Insurance Company, Ltd 1430.01%0.08%0.21%Q1 2019Q3 202317
Sandhill Capital Partners LLC 17170.04%0.10%0.16%Q3 2019Q3 202317
MARSHALL WACE, LLP 410.00%0.10%0.39%Q1 2014Q2 202317
MCKINLEY CAPITAL MANAGEMENT LLC 1610.00%0.50%0.68%Q2 2017Q3 202317
SCOUT INVESTMENTS, INC. 610.05%0.24%0.41%Q2 2017Q1 202317
Laurel Wealth Advisors, Inc. 1610.02%0.07%0.12%Q3 2018Q4 202217
Azimuth Capital Management LLC 17170.02%0.11%0.48%Q1 2018Q1 202217
Williams Jones Wealth Management, LLC. 17170.17%0.25%0.36%Q3 2019Q3 202317
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1510.01%0.02%0.04%Q3 2018Q3 202317
SEEYOND 17170.01%0.12%0.24%Q4 2018Q4 202217
EMERALD MUTUAL FUND ADVISERS TRUST 1110.00%0.92%2.40%Q1 2015Q4 202117
Triangle Securities Wealth Management 17170.33%0.47%0.73%Q3 2019Q3 202317
Mariner, LLC 1110.00%0.06%0.19%Q3 2016Q3 202317
REGIONS FINANCIAL CORP 1160.00%0.02%0.04%Q4 2017Q3 202317
CIGNA INVESTMENTS INC /NEW 1510.02%0.04%0.07%Q2 2019Q3 202316
Davidson Capital Management Inc. 16160.37%0.64%1.00%Q4 2019Q3 202316
SEVEN EIGHT CAPITAL, LP 310.00%0.28%0.77%Q3 2014Q3 202316
IFG Advisory, LLC 16160.08%0.27%0.46%Q1 2018Q4 202116
TIVERTON ASSET MANAGEMENT LLC 1240.01%0.14%0.30%Q2 2015Q3 201916
Capital Planning Advisors, LLC 16160.18%0.44%0.86%Q2 2018Q1 202216
DF DENT & CO INC 16160.60%1.57%2.33%Q4 2019Q3 202316
Ironwood Financial, llc 1240.00%0.00%0.01%Q4 2014Q4 201816
EASTERN BANK 16160.02%0.05%0.07%Q3 2019Q2 202316
Hudock, Inc. 16160.00%0.00%0.01%Q4 2017Q3 202116
Yorktown Management & Research Co Inc 1010.10%0.28%0.56%Q2 2018Q3 202316
OppenheimerFunds, Inc. 1420.00%0.03%0.08%Q3 2014Q1 201916
EATON VANCE MANAGEMENT 16160.01%0.02%0.06%Q4 2018Q3 202216
Ensign Peak Advisors, Inc 16160.00%0.02%0.06%Q4 2019Q3 202316
1623 Capital LLC 16162.77%3.81%5.58%Q4 2019Q3 202316
HighMark Wealth Management LLC 16160.00%0.02%0.12%Q4 2019Q3 202316
Ashfield Capital Partners, LLC 16160.25%0.51%0.94%Q4 2018Q3 202216
Quadrature Capital Ltd 410.04%0.14%0.32%Q3 2016Q3 202316
American Portfolios Advisors 16160.00%0.02%0.08%Q4 2018Q3 202216
Cetera Advisors LLC 1510.01%0.01%0.02%Q3 2018Q3 202316
Banque Cantonale Vaudoise 16160.03%0.07%0.15%Q4 2019Q3 202316
Ellevest, Inc. 16160.00%0.01%0.04%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.00%0.02%0.05%Q4 2019Q3 202316
AMUNDI ASSET MANAGEMENT US, INC. 16160.02%0.05%0.11%Q2 2017Q1 202116
AlphaStar Capital Management, LLC 16160.07%0.30%0.69%Q4 2017Q3 202116
TRUIST FINANCIAL CORP 16160.01%0.03%0.05%Q4 2019Q3 202316
Pacer Advisors, Inc. 810.00%0.03%0.09%Q2 2016Q3 202316
Proficio Capital Partners LLC 1010.01%0.02%0.05%Q1 2017Q1 202216
Endurance Wealth Management, Inc. 16160.00%0.02%0.03%Q3 2019Q2 202316
INTEGRAL DERIVATIVES, LLC 610.00%0.02%0.06%Q1 2014Q1 201816
Ancora Advisors LLC 16160.00%0.04%0.19%Q4 2019Q3 202316
Paragon Advisors, LLC 16160.60%1.30%1.84%Q4 2019Q3 202316
COMERICA SECURITIES,INC. 16160.02%0.04%0.07%Q4 2019Q3 202316
SkyOak Wealth, LLC 16160.23%0.39%0.86%Q4 2019Q3 202316
Pinnacle Bancorp, Inc. 1330.00%0.01%0.02%Q2 2019Q3 202316
Jaffetilchin Investment Partners, LLC 740.02%0.09%0.31%Q3 2016Q4 202116
CULLEN/FROST BANKERS, INC. 16160.01%0.01%0.01%Q4 2019Q3 202316
Geneos Wealth Management Inc. 720.00%0.01%0.03%Q1 2016Q3 202316
Compagnie Lombard Odier SCmA 1210.00%0.01%0.02%Q3 2015Q4 202216
Leelyn Smith, LLC 16160.14%0.24%0.30%Q4 2019Q3 202316
Berman Capital Advisors, LLC 1230.00%0.19%0.98%Q4 2017Q3 202115
ZEVENBERGEN CAPITAL INVESTMENTS LLC 15151.20%1.52%2.48%Q1 2020Q3 202315
KORNITZER CAPITAL MANAGEMENT INC /KS 15150.10%0.27%0.43%Q1 2020Q3 202315
Nationwide Fund Advisors 1320.00%0.04%0.08%Q4 2013Q3 201715
Patten Group, Inc. 15150.09%0.20%0.32%Q1 2020Q3 202315
Qtron Investments LLC 920.07%0.27%0.59%Q4 2018Q3 202315
Connor, Clark & Lunn Investment Management Ltd. 620.00%0.03%0.06%Q3 2017Q1 202315
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 15150.01%0.02%0.03%Q1 2020Q3 202315
Valeo Financial Advisors, LLC 15150.00%0.00%0.01%Q3 2017Q1 202115
WORLDQUANT MILLENNIUM ADVISORS LLC 830.07%0.29%0.60%Q2 2018Q1 202315
SRS Capital Advisors, Inc. 1050.01%0.02%0.09%Q4 2019Q3 202315
CX Institutional 1410.00%0.02%0.02%Q2 2018Q2 202215
PINNACLE FINANCIAL PARTNERS INC 15150.00%0.01%0.02%Q1 2019Q3 202215
FRONTIER CAPITAL MANAGEMENT CO LLC 1410.03%0.59%1.20%Q3 2016Q3 202315
Malaga Cove Capital, LLC 960.14%0.21%0.49%Q4 2017Q3 202315
DRIEHAUS CAPITAL MANAGEMENT LLC 730.01%0.04%0.11%Q4 2013Q3 201915
Marshall Wace North America L.P. 610.00%0.06%0.30%Q4 2013Q3 202115
BEACON INVESTMENT ADVISORY SERVICES, INC. 15150.02%0.09%0.13%Q1 2020Q3 202315
Harel Insurance Investments & Financial Services Ltd. 1410.00%0.02%0.12%Q2 2016Q3 202315
AFT, FORSYTH & COMPANY, INC. 1410.25%0.33%0.43%Q4 2017Q3 202315
Disciplined Investments, LLC 15150.01%0.02%0.03%Q4 2019Q2 202315
Highlander Capital Management, LLC 15150.01%0.02%0.03%Q2 2017Q4 202015
Bank Julius Baer & Co. Ltd, Zurich 15150.12%0.74%1.37%Q1 2020Q3 202315
BFSG, LLC 910.04%0.05%0.07%Q3 2019Q3 202315
NS Partners Ltd 15150.66%0.87%1.19%Q1 2020Q3 202315
Rheos Capital Works Inc. 15150.31%2.31%6.55%Q1 2020Q3 202315
Cascade Investment Advisors, Inc. 1410.01%0.01%0.04%Q1 2019Q1 202315
Trust Co of Kansas 15150.86%2.39%4.99%Q1 2020Q3 202315
Hikari Power Ltd 15150.03%0.05%0.07%Q1 2020Q3 202315
Faithward Advisors, LLC 1140.52%0.82%1.34%Q4 2019Q3 202315
HUTCHINSON CAPITAL MANAGEMENT/CA 15150.13%0.22%0.43%Q1 2020Q3 202315
WASHINGTON TRUST Co 870.00%0.16%0.37%Q4 2019Q3 202315
Arkadios Wealth Advisors 870.01%0.03%0.07%Q4 2019Q3 202315
AGF Investments LLC 1230.00%0.12%0.30%Q4 2016Q3 202115
NumerixS Investment Technologies Inc 610.04%0.11%0.36%Q1 2015Q1 202015
Lindbrook Capital, LLC 15150.00%0.00%0.01%Q1 2020Q3 202315
FORSTA AP-FONDEN 15150.06%0.09%0.15%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.01%0.03%Q2 2016Q4 201915
CADENCE CAPITAL MANAGEMENT LLC 15150.07%0.14%0.24%Q4 2016Q2 202015
CAXTON ASSOCIATES LP 810.00%0.09%0.44%Q1 2017Q2 202315
Belpointe Asset Management LLC 1320.02%0.07%0.13%Q3 2019Q3 202315
Stevard, LLC 1050.24%0.92%1.48%Q4 2019Q3 202315
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1410.00%0.01%0.03%Q4 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.02%0.03%0.04%Q1 2020Q3 202315
USS Investment Management Ltd 14140.02%0.04%0.07%Q2 2020Q3 202314
PARNASSUS INVESTMENTS, LLC 14140.03%0.05%0.08%Q2 2020Q3 202314
ATTICUS WEALTH MANAGEMENT, LLC 14140.00%0.19%0.33%Q2 2020Q3 202314
MEITAV INVESTMENT HOUSE LTD 770.00%0.11%0.78%Q2 2019Q2 202314
Cipher Capital LP 310.05%0.26%0.60%Q3 2016Q2 202314
XPONANCE, INC. 14140.05%0.07%0.10%Q2 2020Q3 202314
RESOURCES MANAGEMENT CORP /CT/ /ADV 14140.00%0.01%0.01%Q3 2019Q4 202214
CIBC WORLD MARKET INC. 1310.00%0.01%0.03%Q1 2019Q3 202314
Vestcor Inc 14140.02%0.02%0.04%Q2 2020Q3 202314
Jefferies Group LLC 410.00%0.01%0.02%Q1 2015Q3 202214
Mascoma Wealth Management LLC 1220.04%0.10%0.22%Q4 2016Q1 202114
Hillsdale Investment Management Inc. 920.00%0.03%0.05%Q3 2017Q2 202314
Cornell Pochily Investment Advisors, Inc. 14140.20%0.24%0.36%Q2 2020Q3 202314
Wealthspire Advisors, L.P. 14140.00%0.01%0.01%Q4 2015Q1 201914
Railway Pension Investments Ltd 14140.09%0.25%0.46%Q4 2018Q1 202214
Rafferty Asset Management, LLC 14140.01%0.01%0.02%Q2 2020Q3 202314
ASSETMARK, INC 910.00%0.01%0.02%Q4 2017Q3 202314
Orion Capital Management LLC 12120.01%1.57%2.87%Q4 2020Q3 202314
BLACKROCK ADVISORS LLC 13130.00%0.08%0.14%Q4 2013Q4 201614
SIMPLEX TRADING, LLC 410.00%0.01%0.07%Q4 2014Q1 202314
BRINKER CAPITAL INC 1220.01%0.08%0.20%Q4 2016Q2 202014
Corient Capital Partners, LLC 14140.04%0.12%0.16%Q2 2019Q3 202214
Paradigm Financial Partners, LLC 14140.06%0.12%0.21%Q2 2020Q3 202314
Qube Research & Technologies Ltd 1010.00%0.13%0.36%Q4 2019Q3 202314
AlphaCrest Capital Management LLC 14140.05%0.18%0.38%Q2 2019Q3 202214
IEQ CAPITAL, LLC 1130.02%0.03%0.07%Q1 2020Q3 202314
SeaCrest Wealth Management, LLC 710.00%0.02%0.06%Q4 2017Q2 202214
ALPINE WOODS CAPITAL INVESTORS, LLC 14140.11%0.23%0.36%Q3 2018Q4 202114
NORTH STAR ASSET MANAGEMENT INC 14140.19%0.37%0.73%Q2 2020Q3 202314
Connecticut Wealth Management, LLC 14140.03%0.03%0.04%Q2 2020Q3 202314
WINTON GROUP Ltd 1110.00%0.04%0.11%Q1 2018Q3 202314
Hills Bank & Trust Co 14140.03%0.06%0.10%Q2 2020Q3 202314
Assenagon Asset Management S.A. 910.00%0.03%0.13%Q4 2017Q3 202314
Cerity Partners LLC 14140.01%0.02%0.07%Q2 2020Q3 202314
Handelsinvest Investeringsforvaltning 14140.05%0.27%0.70%Q2 2020Q3 202314
CHICAGO EQUITY PARTNERS LLC 14140.01%0.20%0.34%Q4 2016Q1 202014
RAYMOND JAMES TRUST N.A. 14140.01%0.01%0.02%Q2 2020Q3 202314
Crossmark Global Holdings, Inc. 910.01%0.01%0.01%Q3 2018Q3 202313
BlackRock Investment Management, LLC 13130.00%0.01%0.02%Q4 2013Q4 201613
OXFORD ASSET MANAGEMENT LLP 1120.02%0.14%0.35%Q3 2016Q4 201913
BlackRock Fund Advisors 13130.00%0.00%0.01%Q4 2013Q4 201613
Apollon Wealth Management, LLC 1120.02%0.05%0.10%Q2 2020Q3 202313
CAROLINAS WEALTH CONSULTING LLC 13130.00%0.01%0.02%Q3 2020Q3 202313
BANK OF NOVA SCOTIA 710.00%0.02%0.07%Q3 2019Q3 202313
GREAT LAKES ADVISORS, LLC 13130.00%0.03%0.11%Q4 2018Q4 202113
Illinois Municipal Retirement Fund 13130.02%0.05%0.09%Q3 2020Q3 202313
BROWN BROTHERS HARRIMAN & CO 510.00%0.00%0.00%Q4 2017Q3 202313
PACES FERRY WEALTH ADVISORS, LLC 13131.06%1.72%2.38%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.01%0.01%0.02%Q3 2020Q3 202313
TOBAM 610.01%0.01%0.02%Q1 2018Q3 202313
JANICZEK WEALTH MANAGEMENT, LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
LS Investment Advisors, LLC 13130.00%0.01%0.01%Q2 2017Q2 202013
GOFEN & GLOSSBERG LLC /IL/ 13130.01%0.01%0.01%Q4 2019Q4 202213
Sterling Investment Advisors, Ltd. 13130.00%0.05%0.61%Q2 2019Q2 202213
SFMG, LLC 850.09%0.18%0.28%Q4 2017Q1 202213
Bristlecone Advisors, LLC 13130.26%0.34%0.46%Q3 2020Q3 202313
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 13130.02%0.04%0.07%Q1 2017Q1 202013
Slow Capital, Inc. 13130.18%0.25%0.39%Q3 2020Q3 202313
Vanguard Personalized Indexing Management, LLC 13130.04%0.06%0.09%Q3 2020Q3 202313
REILLY FINANCIAL ADVISORS, LLC 1010.00%0.00%0.00%Q3 2016Q4 202113
A.R.T. Advisors, LLC 410.03%0.15%0.50%Q4 2013Q4 201913
Vident Investment Advisory, LLC 13130.01%0.03%0.05%Q2 2020Q2 202313
BlackRock Institutional Trust Company, N.A. 13130.00%0.01%0.02%Q4 2013Q4 201613
TOKIO MARINE ASSET MANAGEMENT CO LTD 13130.03%0.04%0.04%Q3 2020Q3 202313
Donoghue Forlines LLC 1210.08%0.19%0.50%Q2 2019Q3 202313
Ethic Inc. 13130.03%0.06%0.08%Q3 2020Q3 202313
Tygh Capital Management, Inc. 13130.50%1.24%2.60%Q1 2014Q1 201713
Prestige Wealth Management Group LLC 13130.00%0.00%0.00%Q2 2020Q2 202313
Laurion Capital Management LP 510.00%0.03%0.12%Q1 2014Q4 201913
ETRADE Capital Management LLC 13130.01%0.04%0.09%Q3 2017Q3 202013
BlackRock Group LTD 13130.00%0.02%0.03%Q4 2013Q4 201613
CI INVESTMENTS INC. 910.00%0.03%0.15%Q1 2014Q3 202313
ADVISORY RESEARCH INC 630.00%0.02%0.04%Q4 2016Q2 202013
JACOBS LEVY EQUITY MANAGEMENT, INC 410.00%0.08%0.26%Q1 2015Q4 202113
BerganKDV Wealth Management, LLC 13130.00%0.00%0.00%Q2 2020Q2 202313
Teza Capital Management LLC 410.02%0.18%0.38%Q1 2017Q3 202313
Key FInancial Inc 1210.00%0.05%0.16%Q1 2020Q3 202313
Campbell & CO Investment Adviser LLC 910.08%0.18%0.56%Q1 2017Q2 202313
MARTIN CURRIE LTD 13131.99%2.65%3.72%Q3 2020Q3 202313
Sara-Bay Financial 850.13%0.18%0.27%Q2 2020Q3 202313
Bridgewater Associates 13130.24%0.46%0.63%Q3 2020Q3 202313
KEYBANK NATIONAL ASSOCIATION/OH 610.00%0.00%0.01%Q2 2017Q2 202313
CREATIVE FINANCIAL DESIGNS INC /ADV 1210.00%0.01%0.01%Q2 2020Q3 202313
ROTHSCHILD INVESTMENT LLC /IL 930.02%0.05%0.07%Q4 2013Q2 202112
Westover Capital Advisors, LLC 1110.11%0.16%0.21%Q4 2017Q3 202112
Somerset Group LLC 12120.19%0.27%0.37%Q2 2020Q1 202312
Nikko Asset Management Americas, Inc. 12120.06%0.09%0.12%Q4 2020Q3 202312
Baillie Gifford 12120.00%0.01%0.01%Q4 2020Q3 202312
Lumina Fund Management LLC 710.06%0.17%0.26%Q1 2014Q3 202312
AdvisorNet Financial, Inc 610.00%0.00%0.01%Q4 2017Q3 202312
ARK Investment Management 12120.16%0.31%0.51%Q4 2020Q3 202312
Legal Advantage Investments, Inc. 12122.48%2.82%3.22%Q4 2020Q3 202312
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 610.00%0.01%0.03%Q1 2018Q3 202312
Parkwood LLC 910.03%0.62%0.90%Q3 2016Q3 202312
DELTA LLOYD NV 12120.01%0.04%0.06%Q2 2014Q1 201712
HBK Sorce Advisory LLC 12120.01%0.03%0.04%Q4 2020Q3 202312
EDMOND DE ROTHSCHILD HOLDING S.A. 1110.00%0.22%1.12%Q4 2017Q3 202312
MCF Advisors LLC 750.00%0.00%0.00%Q3 2020Q3 202312
FIRST FINANCIAL CORP /IN/ 1110.00%0.01%0.02%Q3 2019Q3 202312
UNITED SERVICES AUTOMOBILE ASSOCIATION 620.00%0.02%0.05%Q2 2015Q2 201912
Winslow, Evans & Crocker, Inc. 840.00%0.10%0.27%Q3 2016Q4 202012
Brinker Capital Investments, LLC 710.00%0.06%0.22%Q4 2015Q4 202212
Montanaro Asset Management Ltd 12122.58%3.59%4.49%Q4 2020Q3 202312
LONGFELLOW INVESTMENT MANAGEMENT CO LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
DUNCKER STREETT & CO INC 530.01%0.01%0.02%Q2 2018Q3 202312
Landsberg, Bennett, & Dubbaneh LLC 12120.18%0.26%0.35%Q4 2018Q3 202112
Alberta Investment Management Corp 410.00%0.01%0.07%Q4 2016Q3 202312
Annapolis Financial Services, LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
Vontobel Holding Ltd. 12120.03%0.04%0.06%Q4 2020Q3 202312
HighPoint Advisor Group LLC 610.02%0.11%0.21%Q1 2018Q2 202212
Bard Financial Services, Inc. 12120.03%0.05%0.06%Q4 2020Q3 202312
Financial Avengers, Inc. 12120.01%0.02%0.02%Q4 2020Q3 202312
Jackson Square Partners, LLC 12120.32%1.00%1.62%Q4 2020Q3 202312
COMMONWEALTH BANK OF AUSTRALIA 12120.00%0.00%0.00%Q3 2016Q2 201912
Mirae Asset Global Investments Co., Ltd. 1110.00%0.02%0.10%Q1 2019Q3 202212
Suncoast Equity Management 12120.03%0.06%0.10%Q4 2020Q3 202312
First Personal Financial Services 750.00%0.00%0.01%Q4 2017Q3 202312
Bray Capital Advisors 12120.13%0.16%0.20%Q1 2020Q4 202212
TRUST CO OF VERMONT 12120.00%0.00%0.00%Q3 2018Q2 202112
Xact Kapitalforvaltning AB 12120.01%0.05%0.10%Q2 2017Q1 202012
Columbia Trust Co 01012016 12120.18%0.25%0.30%Q4 2020Q3 202312
UNITED CAPITAL FINANCIAL ADVISORS, LLC 930.00%0.01%0.03%Q4 2018Q4 202112
ALLSTATE CORP 1110.01%0.02%0.04%Q3 2019Q4 202212
Sequoia Financial Advisors, LLC 840.01%0.01%0.01%Q3 2020Q3 202312
ZACKS INVESTMENT MANAGEMENT 610.00%0.04%0.13%Q2 2015Q2 202212
Fulcrum Equity Management 12120.19%0.57%1.15%Q4 2018Q3 202112
MGO ONE SEVEN LLC 610.00%0.03%0.06%Q4 2017Q2 202312
Arete Wealth Advisors, LLC 11110.14%0.24%0.39%Q4 2017Q2 202011
BANK HAPOALIM BM 11110.34%0.46%0.70%Q1 2021Q3 202311
Assured Investment Management LLC 510.00%0.08%0.16%Q1 2014Q1 201911
CARILLON TOWER ADVISERS, INC. 830.02%0.34%0.78%Q1 2018Q4 202011
Schonfeld Strategic Advisors LLC 410.00%0.03%0.15%Q4 2016Q3 202311
PITCAIRN CO 11110.16%0.21%0.26%Q1 2021Q3 202311
CLEARBRIDGE, LLC 11110.00%0.01%0.02%Q4 2013Q2 201611
Virtue Capital Management, LLC 520.00%0.13%0.22%Q4 2017Q3 202311
Growth Interface Management LLC 11110.30%7.26%11.73%Q1 2020Q3 202211
Foundry Partners, LLC 11110.07%0.10%0.14%Q4 2016Q2 201911
CAPITAL ONE, NATIONAL ASSOCIATION 740.08%0.34%0.58%Q1 2015Q2 201811
TRUEWEALTH LLC 11110.00%0.01%0.01%Q4 2017Q2 202011
Gradient Investments LLC 520.00%0.02%0.07%Q1 2015Q3 202311
Mn Services Vermogensbeheer B.V. 920.02%0.05%0.14%Q2 2017Q3 202311
Spire Wealth Management 11110.01%0.04%0.18%Q1 2021Q3 202311
Blue Whale Capital LLP 11111.90%6.32%9.46%Q1 2021Q3 202311
Ameritas Investment Company, LLC 11110.04%0.72%1.93%Q1 2019Q3 202111
FOURPOINTS Investment Managers, S.A.S. 11110.11%0.28%0.54%Q1 2014Q3 201611
State of Wyoming 11110.02%0.05%0.10%Q1 2021Q3 202311
Varma Mutual Pension Insurance Co 720.02%0.07%0.31%Q2 2020Q3 202311
Rhenman & Partners Asset Management AB 11110.20%0.80%1.58%Q1 2021Q3 202311
Claraphi Advisory Network, LLC 11110.03%0.19%0.31%Q1 2019Q3 202111
RIVERHEAD CAPITAL MANAGEMENT LLC 740.01%0.02%0.05%Q3 2016Q3 201911
Americana Partners, LLC 920.09%0.26%0.41%Q4 2019Q3 202311
Global Wealth Management Investment Advisory, Inc. 920.00%0.01%0.01%Q2 2020Q3 202311
RKL Wealth Management LLC 920.02%0.04%0.05%Q3 2020Q3 202311
Blue Zone Wealth Advisors, LLC 11110.84%0.99%1.13%Q1 2021Q3 202311
Capital Investment Services of America, Inc. 11110.60%0.85%1.38%Q1 2021Q3 202311
COLONY GROUP LLC 11110.05%0.17%0.26%Q1 2021Q3 202311
Clearview Wealth Advisors LLC 11110.00%0.00%0.00%Q4 2020Q2 202311
Main Street Financial Solutions, LLC 830.05%0.06%0.08%Q4 2020Q3 202311
PATHSTONE FAMILY OFFICE, LLC 11110.00%0.01%0.01%Q1 2021Q3 202311
CHICAGO TRUST Co NA 1010.07%0.13%0.28%Q4 2020Q3 202311
Altshuler Shaham Ltd 810.00%0.00%0.01%Q3 2018Q4 202111
Frontier Wealth Management LLC 920.00%0.04%0.05%Q2 2019Q2 202211
SYMMETRY PEAK MANAGEMENT LLC 310.08%0.34%1.30%Q2 2014Q2 201911
Catalyst Capital Advisors LLC 830.03%0.06%0.12%Q2 2018Q1 202211
Merrion Investment Management Co, LLC 1010.18%0.32%0.58%Q4 2020Q3 202311
Neo Ivy Capital Management 310.05%0.33%0.81%Q2 2019Q2 202311
STATE OF MICHIGAN RETIREMENT SYSTEM 650.00%0.00%0.00%Q3 2020Q3 202311
ExodusPoint Capital Management, LP 310.01%0.05%0.10%Q2 2019Q3 202311
Plante Moran Financial Advisors, LLC 910.00%0.01%0.02%Q4 2018Q2 202311
STEVENS CAPITAL MANAGEMENT LP 310.01%0.13%0.24%Q3 2015Q4 201911
NFJ INVESTMENT GROUP, LLC 11110.08%0.61%0.98%Q1 2021Q3 202311
KESTRA PRIVATE WEALTH SERVICES, LLC 11110.01%0.02%0.04%Q1 2021Q3 202311
Quantitative Investment Management, LLC 310.04%0.18%0.48%Q2 2015Q3 202311
EQUITABLE TRUST CO 11110.02%0.05%0.08%Q1 2020Q3 202211
Quantum Capital Management, LLC / NJ 710.06%3.24%8.09%Q2 2018Q3 202311
Employees Retirement System of Texas 11110.03%0.07%0.13%Q3 2019Q1 202211
Maryland State Retirement & Pension System 740.04%0.07%0.12%Q4 2020Q3 202311
ELLINGTON MANAGEMENT GROUP LLC 310.02%0.13%0.38%Q1 2014Q3 201811
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 810.01%0.07%0.10%Q4 2019Q3 202311
WADDELL & REED FINANCIAL INC 1010.02%0.03%0.04%Q3 2014Q4 201811
Tradition Wealth Management, LLC 650.00%0.00%0.01%Q4 2020Q3 202311
Ascent Wealth Partners, LLC 11110.18%0.34%0.50%Q3 2019Q1 202211
SevenOneSeven Capital Management 11110.56%0.65%0.78%Q1 2021Q3 202311
Clearstead Advisors, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
Jackson Wealth Management, LLC 11110.29%0.50%1.01%Q3 2019Q1 202211
BlueCrest Capital Management Ltd 410.01%0.06%0.36%Q1 2015Q3 202011
Harrington Investments, INC 11110.47%0.67%0.92%Q1 2021Q3 202311
GPS Wealth Strategies Group, LLC 910.00%0.04%0.08%Q3 2020Q3 202311
LANNEBO FONDER AB 11111.22%2.58%4.43%Q1 2021Q3 202311
SHAKER INVESTMENTS LLC/OH 11110.14%0.48%0.90%Q1 2020Q3 202211
Commonwealth Equity Services, Inc 11110.01%0.02%0.02%Q1 2015Q3 201711
CreativeOne Wealth, LLC 1010.01%0.02%0.03%Q4 2020Q3 202311
FCF Advisors LLC 11110.17%0.36%0.62%Q1 2021Q3 202311
VIRGINIA RETIREMENT SYSTEMS ET AL 1010.02%0.09%0.17%Q2 2018Q3 202211
JENNISON ASSOCIATES LLC 710.00%0.02%0.05%Q3 2015Q4 202011
MASSMUTUAL TRUST CO FSB/ADV 550.00%0.00%0.00%Q2 2021Q4 202310
AVANTAX ADVISORY SERVICES, INC. 510.00%0.01%0.03%Q1 2019Q3 202310
Cherry Creek Investment Advisors, Inc. 10100.79%0.95%1.26%Q2 2021Q3 202310
Tower View Wealth Management LLC 820.00%0.09%0.85%Q1 2020Q3 202310
CI Global Investments Inc. 820.08%0.29%0.50%Q4 2013Q2 201810
AIA Group Ltd 10100.01%0.02%0.07%Q2 2021Q3 202310
FIRST CITIZENS BANK & TRUST CO 730.06%0.13%0.22%Q1 2017Q4 201910
Glen Harbor Capital Management LLC 640.01%0.02%0.04%Q4 2016Q3 201910
HAP Trading, LLC 310.00%0.04%0.11%Q2 2014Q4 202110
AHL Partners LLP 710.01%0.05%0.13%Q1 2015Q4 201710
Marks Group Wealth Management, Inc 10100.13%0.28%0.39%Q2 2020Q3 202210
Moloney Securities Asset Management, LLC 820.04%0.05%0.07%Q2 2020Q3 202310
BERKSHIRE CAPITAL HOLDINGS INC 640.00%1.34%4.01%Q1 2019Q3 202110
OMERS ADMINISTRATION Corp 310.02%0.03%0.08%Q3 2014Q2 201910
MAVERICK CAPITAL LTD 510.00%0.03%0.11%Q3 2018Q3 202310
RUSSELL FRANK CO/ 10100.00%0.01%0.04%Q4 2013Q1 201610
Westside Investment Management, Inc. 10100.00%0.03%0.07%Q1 2020Q2 202210
MISSION WEALTH MANAGEMENT, LP 10100.21%0.29%0.46%Q2 2021Q3 202310
SHIKIAR ASSET MANAGEMENT INC 10100.10%0.93%1.39%Q2 2020Q3 202210
ONTARIO TEACHERS PENSION PLAN BOARD 10100.00%0.01%0.02%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.01%0.03%Q1 2021Q3 202310
AtonRa Partners 10100.58%0.89%1.30%Q2 2021Q3 202310
SECURITY ASSET MANAGEMENT 10100.68%0.91%1.24%Q4 2020Q1 202310
First Command Financial Services, Inc. 910.00%0.01%0.02%Q2 2019Q4 202110
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 10100.04%0.07%0.10%Q2 2019Q3 202110
Empowered Funds, LLC 510.01%0.35%0.55%Q2 2017Q2 202310
PROFESSIONAL ADVISORY SERVICES INC 10100.04%0.05%0.07%Q2 2021Q3 202310
Lombard Odier Asset Management (Switzerland) SA 510.01%0.04%0.06%Q3 2014Q4 202110
NWAM LLC 910.04%0.19%0.29%Q1 2019Q3 202310
Sterling Capital Management LLC 910.01%0.05%0.09%Q3 2016Q3 201910
INTRUST BANK NA 820.04%0.06%0.08%Q1 2019Q4 202110
Redhawk Wealth Advisors, Inc. 10100.18%0.26%0.34%Q3 2018Q4 202010
SCGE MANAGEMENT, L.P. 10100.16%4.08%6.40%Q4 2013Q1 201610
Twin Lakes Capital Management, LLC 550.00%0.00%0.00%Q1 2021Q3 202310
West Branch Capital LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Lenox Wealth Advisors, LLC 10100.00%0.01%0.01%Q4 2019Q1 202210
SHINE INVESTMENT ADVISORY SERVICES INC 10100.01%0.02%0.04%Q2 2018Q3 202010
Tidal Investments LLC 10100.01%0.02%0.04%Q2 2021Q3 202310
MV CAPITAL MANAGEMENT, INC. 10100.00%0.00%0.01%Q2 2021Q3 202310
Thomasville National Bank 10100.52%0.92%1.49%Q2 2021Q3 202310
Versor Investments LP 610.02%0.06%0.16%Q3 2019Q1 202310
Meadow Creek Investment Management LLC 640.01%0.03%0.06%Q4 2016Q3 201910
Centiva Capital, LP 520.01%0.03%0.10%Q3 2019Q2 202310
Neuburgh Advisers LLC 640.01%0.02%0.04%Q4 2016Q3 201910
Fieldpoint Private Securities, LLC 410.00%0.04%0.12%Q3 2017Q2 202210
HIGHBRIDGE CAPITAL MANAGEMENT LLC 310.00%0.01%0.05%Q2 2014Q1 201810
EVERMAY WEALTH MANAGEMENT LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
MetLife Investment Management, LLC 730.00%0.01%0.01%Q3 2018Q3 202310
361 CAPITAL LLC 310.12%0.26%0.59%Q4 2015Q2 202010
Selective Wealth Management, Inc. 730.00%2.69%3.55%Q2 2021Q4 202310
THOROUGHBRED FINANCIAL SERVICES, LLC 710.03%0.09%0.13%Q3 2019Q3 202310
TOWNSQUARE CAPITAL LLC 910.01%0.03%0.05%Q3 2019Q3 202310
Avion Wealth 10100.00%0.00%0.00%Q2 2021Q3 202310
KB FINANCIAL PARTNERS, LLC 820.01%0.05%0.08%Q1 2021Q3 202310
NATIXIS ADVISORS, L.P. 10100.01%0.07%0.18%Q2 2021Q3 202310
Strategic Blueprint, LLC 530.01%0.09%0.20%Q1 2020Q1 202210
Advisory Resource Group 10100.12%0.15%0.20%Q2 2021Q3 202310
GLOBEFLEX CAPITAL L P 550.03%0.08%0.16%Q3 2014Q3 202310
New England Investment & Retirement Group, Inc. 10100.22%0.36%0.48%Q2 2019Q3 202110
Kovack Advisors, Inc. 710.03%0.05%0.07%Q2 2019Q1 202310
Larson Financial Group LLC 640.00%0.00%0.00%Q2 2020Q3 202310
Laird Norton Wetherby Wealth Management, LLC 610.01%0.02%0.03%Q3 2020Q3 202310
HAMILTON LANE ADVISORS LLC 210.61%2.39%4.06%Q4 2014Q4 201910
Kistler-Tiffany Companies, LLC 10100.01%0.04%0.09%Q1 2021Q2 202310
CenterStar Asset Management, LLC 310.00%0.06%0.16%Q1 2018Q2 202010
DAVENPORT & Co LLC 10100.01%0.02%0.02%Q2 2021Q3 202310
Lion Street Advisors, LLC 910.06%0.32%0.50%Q1 2020Q3 202310
RATIONAL ADVISORS LLC 610.04%0.30%0.66%Q2 2018Q3 202110
Wealthfront Advisers LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
Amundi 10100.08%0.11%0.15%Q2 2021Q3 202310
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 640.01%0.02%0.03%Q4 2018Q3 202110
OneDigital Investment Advisors LLC 410.00%0.01%0.02%Q4 2017Q3 202310
Lido Advisors, LLC 520.00%0.02%0.03%Q4 2018Q3 202310
LEVEL FOUR ADVISORY SERVICES, LLC 820.02%0.05%0.06%Q4 2016Q3 202010
Elkfork Partners LLC 640.01%0.03%0.06%Q4 2016Q3 201910
THOMPSON DAVIS & CO., INC. 430.01%0.16%0.38%Q2 2014Q3 201810
Walkner Condon Financial Advisors LLC 10100.39%0.64%1.33%Q2 2021Q3 202310
HRT FINANCIAL LP 510.01%0.13%0.48%Q2 2019Q3 202310
Integrated Wealth Concepts LLC 730.01%0.02%0.02%Q2 2020Q3 202310
TCW GROUP INC 640.01%0.04%0.14%Q2 2014Q3 201710
CAPSTONE INVESTMENT ADVISORS, LLC 610.00%0.04%0.11%Q1 2016Q3 202310
Allen Investment Management, LLC 420.03%0.07%0.13%Q2 2017Q3 20239
Bogart Wealth, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Gladstone Institutional Advisory LLC 710.02%0.04%0.10%Q1 2019Q3 20239
JFS WEALTH ADVISORS, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Spearhead Capital Advisors, LLC 990.03%0.06%0.07%Q2 2020Q2 20229
THOMPSON SIEGEL & WALMSLEY LLC 990.00%0.00%0.01%Q2 2019Q2 20219
ASAHI LIFE ASSET MANAGEMENT CO., LTD. 610.04%0.09%0.12%Q2 2020Q3 20239
DEERE & CO 990.03%0.06%0.14%Q4 2013Q4 20159
TWINBEECH CAPITAL LP 410.06%0.55%1.06%Q4 2019Q2 20239
WealthTrust-Arizona, LLC 990.01%0.01%0.01%Q1 2016Q1 20189
PICTET ASSET MANAGEMENT SA 880.01%0.02%0.02%Q3 2021Q2 20239
SevenBridge Financial Group, LLC 990.00%0.02%0.04%Q2 2017Q2 20199
Commonwealth Financial Services, LLC 990.02%0.04%0.10%Q1 2015Q1 20179
Advisors Asset Management, Inc. 990.00%0.00%0.01%Q1 2021Q1 20239
Ilmarinen Mutual Pension Insurance Co 810.08%0.13%0.16%Q1 2020Q3 20239
ESSEX INVESTMENT MANAGEMENT CO LLC 990.11%0.30%0.50%Q4 2016Q4 20189
BANK OF HAWAII 540.02%0.04%0.07%Q3 2017Q1 20209
BDO Wealth Advisors, LLC 810.00%0.00%0.02%Q1 2019Q2 20229
UBS AG 440.00%0.00%0.00%Q4 2013Q3 20149
BI Asset Management Fondsmaeglerselskab A/S 710.00%0.01%0.03%Q2 2019Q3 20239
Avestar Capital, LLC 720.01%0.02%0.04%Q4 2017Q4 20219
ICICI Prudential Asset Management Co Ltd 811.02%1.33%1.62%Q3 2017Q3 20239
Tarbox Family Office, Inc. 990.00%0.00%0.00%Q1 2020Q1 20229
Brand Asset Management Group, Inc. 990.01%0.02%0.03%Q1 2019Q1 20219
ADVANTAGE INVESTMENT MANAGEMENT, LLC 990.03%0.11%0.21%Q3 2017Q3 20199
First Command Bank 990.01%0.01%0.02%Q2 2019Q2 20219
BKS ADVISORS, LLC 990.14%0.87%1.41%Q1 2017Q1 20199
SHEETS SMITH WEALTH MANAGEMENT 720.10%0.18%0.26%Q3 2018Q4 20209
OPTIMUM INVESTMENT ADVISORS 810.00%0.00%0.02%Q1 2018Q2 20229
True North Advisors, LLC 990.29%0.46%0.60%Q4 2019Q4 20219
HBK INVESTMENTS L P 610.00%0.03%0.10%Q4 2014Q3 20189
Quantamental Technologies LLC 310.16%0.51%1.00%Q4 2018Q3 20239
ClearBridge Investments 810.00%0.00%0.00%Q4 2018Q3 20239
Dorsal Capital Management, LP 991.83%3.01%4.76%Q1 2015Q1 20179
PSI Advisors, LLC 990.00%0.00%0.01%Q3 2021Q3 20239
FIRST FOUNDATION ADVISORS 410.01%0.05%0.12%Q3 2016Q3 20239
Providence Capital Advisors, LLC 990.00%0.00%0.01%Q4 2017Q4 20199
Verdence Capital Advisors LLC 630.03%0.07%0.09%Q2 2021Q3 20239
TIGER GLOBAL MANAGEMENT LLC 990.02%0.02%0.03%Q4 2013Q4 20159
MONTAG A & ASSOCIATES INC 990.00%0.00%0.01%Q4 2020Q4 20229
Jackson, Grant Investment Advisers, Inc. 540.01%0.01%0.02%Q4 2020Q1 20239
Cerebellum GP, LLC 510.01%0.20%0.29%Q4 2017Q2 20209
Argent Trust Co 630.02%0.03%0.05%Q1 2021Q3 20239
KRS Capital Management, LLC 880.27%0.35%0.43%Q4 2021Q3 20238
TRUSTCORE FINANCIAL SERVICES, LLC 620.00%0.00%0.00%Q2 2018Q2 20208
Covestor Ltd 880.09%0.11%0.13%Q4 2021Q3 20238
Fortis Capital Management LLC 510.32%1.51%5.57%Q4 2019Q2 20228
Newfound Research LLC 710.11%0.17%0.21%Q3 2020Q3 20228
Capital Advisors, Ltd. LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Rise Advisors, LLC 880.00%0.01%0.02%Q4 2021Q3 20238
Cedar Wealth Management, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
PIEDMONT INVESTMENT ADVISORS INC 880.02%0.05%0.07%Q2 2018Q1 20208
ROVIN CAPITAL /UT/ /ADV 880.12%0.24%0.37%Q4 2021Q3 20238
Ownership Capital B.V. 882.09%3.57%5.72%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Sugarloaf Wealth Management, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
Lisanti Capital Growth, LLC 310.23%0.51%1.06%Q2 2016Q3 20208
Sowell Financial Services LLC 710.00%0.02%0.05%Q4 2016Q1 20218
Pearl River Capital, LLC 310.10%0.30%0.79%Q3 2019Q3 20238
HIGHLAND CAPITAL MANAGEMENT, LLC 620.09%0.10%0.14%Q2 2019Q4 20228
Nelson Capital Management, LLC 880.00%0.00%0.01%Q3 2015Q2 20178
Global Thematic Partners, LLC 880.16%0.21%0.29%Q2 2018Q1 20208
V Wealth Advisors LLC 530.08%0.17%0.26%Q2 2019Q1 20228
EFG Asset Management (North America) Corp. 881.74%2.12%2.59%Q4 2021Q3 20238
Stanley-Laman Group, Ltd. 881.19%1.80%2.38%Q1 2020Q4 20218
China Universal Asset Management Co., Ltd. 880.00%0.11%0.49%Q4 2021Q3 20238
FOX RUN MANAGEMENT, L.L.C. 210.06%0.21%0.44%Q2 2017Q4 20228
EverSource Wealth Advisors, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
CrestPoint Capital Management, LLC 880.24%0.50%0.66%Q1 2016Q4 20178
Manchester Capital Management LLC 320.00%0.00%0.01%Q3 2020Q3 20238
B. Metzler seel. Sohn & Co. AG 880.01%0.02%0.03%Q4 2021Q3 20238
SECOR Capital Advisors, LP 510.02%0.31%0.76%Q4 2014Q1 20188
Washington Trust Advisors, Inc. 880.62%0.72%0.87%Q4 2021Q3 20238
FORT, L.P. 880.02%0.28%0.45%Q1 2020Q4 20218
Revolve Wealth Partners, LLC 880.05%0.08%0.13%Q4 2021Q3 20238
Congress Wealth Management LLC / DE / 880.01%0.11%0.20%Q4 2021Q3 20238
FORTALEZA ASSET MANAGEMENT INC/ 620.00%0.46%0.94%Q1 2015Q3 20178
Core Alternative Capital 880.00%0.00%0.00%Q4 2021Q3 20238
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 620.04%0.07%0.10%Q4 2020Q3 20238
City State Bank 880.00%0.00%0.00%Q4 2021Q3 20238
FourThought Financial, LLC 880.01%0.01%0.01%Q4 2020Q3 20228
CFM WEALTH PARTNERS LLC 880.07%0.09%0.12%Q4 2019Q3 20218
Winfield Associates, Inc. 880.00%0.00%0.00%Q1 2016Q4 20178
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.01%Q4 2021Q3 20238
First Trust Direct Indexing L.P. 410.03%0.03%0.05%Q4 2020Q3 20238
Investors Research Corp 710.00%0.00%0.00%Q1 2019Q3 20238
CALIBER WEALTH MANAGEMENT, LLC 880.16%0.51%1.12%Q4 2020Q3 20228
Bell Investment Advisors, Inc 620.00%0.00%0.01%Q3 2021Q3 20238
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 620.08%0.09%0.13%Q3 2020Q3 20238
BENJAMIN EDWARDS INC 880.00%0.03%0.04%Q4 2021Q3 20238
DUALITY ADVISERS, LP 410.06%0.20%0.38%Q3 2020Q3 20238
SCHMIDT P J INVESTMENT MANAGEMENT INC 880.10%0.19%0.25%Q1 2020Q4 20218
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 510.01%0.34%0.84%Q2 2021Q3 20238
Cavalier Investments, LLC 620.28%0.66%1.09%Q3 2017Q1 20208
Allspring Global Investments Holdings, LLC 880.07%0.16%0.30%Q4 2021Q3 20238
Quent Capital, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Optimal Asset Management, Inc. 880.08%0.22%0.30%Q4 2019Q3 20218
Lombard Odier Asset Management (Europe) Ltd 440.01%0.32%1.28%Q1 2020Q1 20238
Yarbrough Capital, LLC 880.25%0.29%0.34%Q4 2021Q3 20238
WELD CAPITAL MANAGEMENT LLC 710.07%0.25%0.45%Q4 2018Q4 20208
REGENTATLANTIC CAPITAL LLC 610.01%0.02%0.02%Q2 2019Q3 20228
Seaport Global Advisors, LLC 880.91%1.49%2.02%Q4 2021Q3 20238
TFC Financial Management, Inc. 620.00%0.00%0.00%Q3 2020Q3 20238
PFG Advisors 620.02%0.03%0.04%Q3 2020Q1 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
GUARDIAN CAPITAL LP 620.00%0.02%0.04%Q2 2019Q4 20218
White Elm Capital, LLC 881.50%2.58%3.34%Q3 2016Q2 20188
Elmwood Wealth Management, Inc. 710.01%0.01%0.02%Q1 2018Q1 20208
Ziegler Capital Management, LLC 530.13%0.38%0.64%Q1 2020Q3 20238
Elo Mutual Pension Insurance Co 880.06%0.07%0.08%Q4 2021Q3 20238
NewSquare Capital LLC 410.00%0.04%0.31%Q3 2018Q2 20238
Stevens First Principles Investment Advisors 880.02%0.08%0.13%Q3 2017Q2 20198
Legg Mason Asset Management (Japan) Co., Ltd. 710.75%1.00%1.19%Q4 2018Q4 20208
TUCKER ASSET MANAGEMENT LLC 880.00%0.00%0.00%Q4 2021Q3 20238
MARTINGALE ASSET MANAGEMENT L P 880.00%0.16%0.32%Q2 2020Q1 20228
UMB Bank, n.a. 880.00%0.01%0.01%Q4 2021Q3 20238
Stonebridge Capital Advisors LLC 530.00%0.00%0.00%Q2 2019Q1 20228
BOGLE INVESTMENT MANAGEMENT L P /DE/ 410.08%0.53%1.06%Q3 2016Q3 20208
Financial Enhancement Group LLC 310.00%0.14%0.34%Q2 2018Q3 20227
M&G INVESTMENT MANAGEMENT LTD 770.00%0.00%0.01%Q1 2022Q3 20237
Chiron Investment Management, LLC 410.01%0.03%0.07%Q2 2018Q2 20237
B. Riley Wealth Management, Inc. 410.00%0.04%0.08%Q2 2019Q2 20227
Moors & Cabot, Inc. 770.02%0.04%0.06%Q4 2019Q2 20217
COOKSON PEIRCE & CO INC 520.02%0.21%0.41%Q4 2018Q4 20207
MAZAMA CAPITAL MANAGEMENT INC 770.00%0.11%0.31%Q2 2014Q4 20157
Newbridge Financial Services Group, Inc. 770.00%0.03%0.06%Q3 2020Q1 20227
AXIOM INVESTORS LLC /DE 770.02%0.24%0.55%Q2 2020Q4 20217
Balentine LLC 510.00%0.00%0.01%Q2 2019Q3 20237
DENVER INVESTMENT ADVISORS LLC 410.01%0.04%0.05%Q2 2014Q1 20177
SeaBridge Investment Advisors LLC 770.01%0.02%0.03%Q3 2017Q1 20197
American Trust 430.02%0.08%0.15%Q4 2021Q3 20237
AMJ Financial Wealth Management 772.18%2.76%3.49%Q2 2020Q4 20217
MACKAY SHIELDS LLC 410.01%0.05%0.10%Q4 2018Q1 20217
CLINTON GROUP INC 310.06%0.17%0.44%Q4 2014Q1 20187
WENDELL DAVID ASSOCIATES INC 770.02%0.03%0.03%Q2 2020Q4 20217
WOLVERINE ASSET MANAGEMENT LLC 510.00%0.00%0.01%Q2 2017Q2 20217
Virtus ETF Advisers LLC 510.00%0.08%0.50%Q4 2018Q2 20237
BB&T SECURITIES, LLC 770.00%0.01%0.02%Q1 2018Q3 20197
NorthCrest Asset Manangement, LLC 770.02%0.21%0.31%Q1 2022Q3 20237
Covenant Asset Management, LLC 770.57%0.87%1.22%Q3 2019Q1 20217
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 520.00%0.06%0.15%Q4 2019Q3 20237
180 WEALTH ADVISORS, LLC 770.05%0.08%0.10%Q2 2020Q4 20217
SJS Investment Consulting Inc. 520.05%0.06%0.09%Q4 2021Q3 20237
ELEMENT CAPITAL MANAGEMENT LLC 310.01%0.14%0.32%Q2 2015Q3 20227
Calamos Advisors LLC 430.00%0.03%0.06%Q1 2015Q3 20197
Nellore Capital Management LLC 773.91%7.78%9.43%Q1 2022Q3 20237
USA FINANCIAL FORMULAS 210.10%0.21%0.38%Q4 2014Q4 20207
MACROVIEW INVESTMENT MANAGEMENT LLC 210.01%0.01%0.03%Q2 2018Q2 20217
Starfire Investment Advisers, Inc. 770.19%0.44%0.78%Q4 2018Q2 20207
Mutual Advisors, LLC 310.01%0.02%0.06%Q2 2019Q3 20237
Tributary Capital Management, LLC 770.09%0.18%0.22%Q3 2020Q1 20227
Ardevora Asset Management LLP 520.01%0.60%1.56%Q4 2014Q4 20217
Tradewinds Capital Management, LLC 320.00%0.00%0.00%Q4 2017Q4 20207
Savior LLC 770.01%0.01%0.01%Q4 2019Q2 20217
DIXON HUBARD FEINOUR & BROWN INC/VA 770.02%1.33%2.40%Q2 2020Q4 20217
Graves Light Lenhart Wealth, Inc. 770.00%0.00%0.01%Q4 2020Q2 20227
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
ETF MANAGERS GROUP, LLC 510.01%0.02%0.04%Q1 2016Q3 20207
DUPONT CAPITAL MANAGEMENT CORP 310.01%0.03%0.08%Q3 2018Q2 20227
Castle Rock Wealth Management, LLC 610.07%0.21%0.58%Q4 2017Q3 20217
FORA Capital, LLC 310.06%0.21%0.31%Q1 2020Q3 20237
FIRST MERCANTILE TRUST CO 770.03%0.17%0.28%Q1 2020Q3 20217
HOWE & RUSLING INC 770.00%0.00%0.00%Q1 2021Q3 20227
Sciencast Management LP 310.12%0.36%0.76%Q4 2018Q3 20237
Atria Wealth Solutions, Inc. 770.04%0.05%0.06%Q1 2022Q3 20237
Bell Asset Management Ltd 770.60%0.90%1.41%Q1 2022Q3 20237
JOHNSON INVESTMENT COUNSEL INC 770.02%0.03%0.03%Q4 2017Q2 20197
Invictus RG 430.01%0.30%0.89%Q3 2016Q3 20187
Baader Bank Aktiengesellschaft 610.02%0.04%0.06%Q4 2021Q3 20237
CLEAR STREET MARKETS LLC 210.00%0.06%0.27%Q3 2014Q4 20227
Holocene Advisors, LP 310.00%0.27%0.88%Q1 2021Q1 20237
Fund Management at Engine No. 1 LLC 770.06%0.07%0.07%Q1 2022Q3 20237
BOOTHBAY FUND MANAGEMENT, LLC 310.01%0.02%0.06%Q4 2016Q2 20237
Y-Intercept (Hong Kong) Ltd 210.11%0.26%0.41%Q4 2020Q3 20237
JUPITER ASSET MANAGEMENT LTD 510.01%0.08%0.18%Q3 2018Q3 20237
EXANE DERIVATIVES 510.01%0.05%0.15%Q1 2020Q1 20227
Virtu Financial LLC 210.02%0.26%0.60%Q4 2017Q4 20227
EXENCIAL WEALTH ADVISORS, LLC 770.01%0.04%0.07%Q3 2020Q1 20227
Morningstar Investment Services LLC 430.00%0.19%0.44%Q4 2021Q3 20237
PIER 88 INVESTMENT PARTNERS LLC 610.12%0.19%0.32%Q4 2016Q4 20207
Lloyd Advisory Services, LLC. 770.00%0.03%0.06%Q3 2020Q1 20227
Airain ltd 410.03%0.06%0.12%Q2 2014Q3 20166
VALLEY WEALTH MANAGERS, INC. 660.00%0.00%0.00%Q2 2022Q3 20236
Orion Portfolio Solutions, LLC 330.00%0.01%0.01%Q4 2019Q3 20236
Atlas Private Wealth Management, LLC 660.09%0.12%0.16%Q4 2019Q1 20216
Marshall Financial Group LLC 660.41%0.58%0.72%Q4 2020Q1 20226
FIRST MIDWEST BANK TRUST DIVISION 660.03%0.13%0.30%Q1 2017Q2 20186
Fiduciary Trust Co International of Pennsylvania 510.01%0.05%0.09%Q2 2017Q1 20206
Regal Investment Advisors LLC 330.02%0.02%0.03%Q2 2021Q3 20236
IMA Wealth, Inc. 510.00%0.00%0.00%Q3 2020Q4 20226
Hexavest Inc. 660.12%0.14%0.16%Q2 2020Q3 20216
Polar Capital Holdings Plc 660.01%0.09%0.16%Q2 2022Q3 20236
Jacobi Capital Management LLC 660.00%0.01%0.01%Q2 2020Q3 20216
DOHJ, LLC 660.11%0.14%0.17%Q3 2020Q4 20216
Global X Management CO LLC 660.00%0.00%0.00%Q1 2017Q2 20186
Cresset Asset Management, LLC 220.00%0.00%0.01%Q4 2018Q3 20236
PRIVATE TRUST CO NA 660.01%0.01%0.01%Q2 2022Q3 20236
WMS Partners, LLC 660.04%0.05%0.06%Q2 2020Q3 20216
INTECH INVESTMENT MANAGEMENT LLC 660.01%0.03%0.05%Q2 2022Q3 20236
Kiwi Wealth Investments Limited Partnership 310.10%0.20%0.31%Q3 2019Q4 20216
TURNER INVESTMENTS LLC 310.13%0.39%0.80%Q4 2013Q1 20176
SEGALL BRYANT & HAMILL, LLC 510.01%0.01%0.01%Q1 2019Q3 20226
Gryphon Financial Partners LLC 420.03%0.05%0.07%Q4 2017Q3 20196
Caption Management, LLC 210.04%0.10%0.25%Q3 2018Q4 20226
Dynamic Advisor Solutions LLC 510.02%0.12%0.16%Q4 2017Q3 20206
Vigilant Capital Management, LLC 510.00%0.00%0.00%Q4 2019Q1 20226
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 661.13%1.27%1.44%Q2 2022Q3 20236
TimesSquare Capital Management, LLC 660.72%0.83%0.94%Q2 2022Q3 20236
Sutton Wealth Advisors Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
AFFINITY WEALTH MANAGEMENT LLC 420.24%0.61%1.33%Q4 2018Q3 20206
XTX Topco Ltd 210.06%0.14%0.26%Q2 2021Q3 20236
Metis Global Partners, LLC 660.03%0.04%0.05%Q2 2022Q3 20236
OAKBROOK INVESTMENTS LLC 310.01%0.04%0.15%Q3 2017Q4 20196
Householder Group Estate & Retirement Specialist, LLC 410.16%0.20%0.25%Q4 2021Q3 20236
Atlas Private Wealth Advisors 660.00%0.00%0.01%Q2 2020Q3 20216
Forum Financial Management, LP 330.01%0.01%0.01%Q4 2021Q3 20236
ARBOR CAPITAL MANAGEMENT LLC 660.62%0.85%1.42%Q1 2015Q2 20166
FT Options LLC 440.00%0.07%0.29%Q2 2016Q1 20176
CVA Family Office, LLC 410.00%0.00%0.02%Q2 2021Q2 20236
Canal Capital Management, LLC 660.05%0.07%0.11%Q3 2020Q4 20216
Schubert & Co 660.00%0.00%0.00%Q4 2021Q1 20236
ROCKLAND TRUST CO 660.69%0.82%0.96%Q2 2022Q3 20236
CRITERION CAPITAL MANAGEMENT LLC 550.28%3.69%6.28%Q4 2013Q4 20146
Lee Financial Co 330.00%0.00%0.00%Q2 2021Q4 20226
Graham Capital Management, L.P. 510.01%0.05%0.11%Q4 2021Q2 20236
Capital Advisory Group Advisory Services, LLC 510.00%0.07%0.09%Q3 2020Q1 20226
New England Research & Management, Inc. 310.16%0.30%0.50%Q1 2015Q1 20206
Convergence Investment Partners, LLC 310.07%0.22%0.40%Q2 2018Q1 20216
Riverview Trust Co 420.01%0.02%0.04%Q1 2022Q3 20236
Lighthouse Financial Advisors, Inc. 660.02%0.63%0.90%Q4 2019Q1 20216
Lansing Street Advisors 660.02%0.02%0.03%Q1 2022Q2 20236
Harvest Investment Services, LLC 660.13%0.21%0.33%Q3 2020Q4 20216
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 510.09%0.25%0.49%Q4 2018Q2 20226
CSat Investment Advisory, L.P. 660.01%0.02%0.02%Q2 2019Q3 20206
MARVIN & PALMER ASSOCIATES INC 333.70%4.32%5.01%Q1 2019Q4 20206
Numeric Investors LLC 310.01%0.02%0.04%Q4 2014Q4 20176
SG3 Management, LLC 310.03%0.11%0.18%Q2 2020Q3 20216
New Millennium Group LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Azimuth Capital Investment Management LLC 660.31%0.35%0.38%Q2 2022Q3 20236
WEBSTER BANK, N. A. 660.00%0.01%0.01%Q3 2021Q4 20226
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT 510.03%0.22%0.45%Q3 2016Q3 20186
Legacy Advisors, LLC 660.06%0.09%0.12%Q2 2022Q3 20236
MFA WEALTH ADVISORS, LLC 660.08%0.23%0.38%Q2 2022Q3 20236
BP PLC 660.04%0.07%0.11%Q1 2020Q2 20216
Beacon Pointe Advisors, LLC 310.00%0.01%0.01%Q2 2021Q3 20236
Quilter Plc 660.01%0.01%0.01%Q2 2020Q3 20216
Artemis Investment Management LLP 660.01%0.02%0.02%Q2 2022Q3 20236
Hutchin Hill Capital, LP 210.05%0.08%0.11%Q2 2014Q3 20176
Eudaimonia Partners, LLC 660.00%0.01%0.01%Q4 2019Q1 20216
McCarthy Asset Management, Inc. 660.00%0.01%0.01%Q4 2020Q1 20226
COMPASS FINANCIAL ADVISORS LLC 660.68%0.77%0.89%Q4 2021Q1 20236
LGT Group Foundation 420.01%0.19%0.32%Q4 2021Q3 20236
HERITAGE WEALTH MANAGEMENT, LLC 420.06%0.10%0.16%Q2 2021Q4 20226
Taika Capital, LP 661.44%1.86%2.42%Q2 2022Q3 20236
I.G. INVESTMENT MANAGEMENT, LTD. 330.00%0.01%0.01%Q3 2015Q2 20176
Vantage Investment Advisors, LLC 660.00%0.00%0.00%Q2 2017Q3 20186
Field & Main Bank 660.02%0.03%0.06%Q2 2022Q3 20236
Meiji Yasuda Life Insurance Co 660.01%0.01%0.02%Q3 2020Q4 20216
XR Securities LLC 310.05%0.15%0.44%Q2 2018Q3 20216
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Covea Finance 660.29%0.33%0.38%Q3 2022Q4 20236
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 510.00%0.01%0.02%Q3 2018Q2 20216
Wealthcare Advisory Partners LLC 510.00%0.00%0.01%Q1 2019Q1 20216
FISHMAN JAY A LTD/MI 660.04%0.05%0.06%Q3 2020Q4 20216
Independent Advisor Alliance 330.01%0.01%0.02%Q2 2021Q3 20236
Arabesque Asset Management Ltd 310.11%1.24%2.29%Q1 2019Q3 20216
Alpine Global Management, LLC 210.06%0.33%1.38%Q1 2014Q4 20216
Western Pacific Wealth Management, LP 660.00%0.05%0.07%Q2 2022Q3 20236
Magnetar Financial LLC 210.00%0.02%0.04%Q2 2018Q4 20226
OSSIAM 510.00%0.01%0.05%Q1 2020Q3 20236
HARTFORD INVESTMENT MANAGEMENT CO 330.01%0.02%0.05%Q2 2018Q3 20206
STUDIO INVESTMENT MANAGEMENT LLC 660.03%0.03%0.04%Q2 2022Q3 20236
Alyeska Investment Group, L.P. 310.09%0.65%1.29%Q4 2020Q4 20226
HL FINANCIAL SERVICES LLC 660.00%0.01%0.01%Q4 2017Q1 20196
PERSONAL CFO SOLUTIONS, LLC 420.04%0.05%0.07%Q1 2021Q3 20236
Tuscan Ridge Asset Management LLC 210.05%0.14%0.30%Q4 2018Q3 20196
Financial Management Professionals, Inc. 550.00%0.00%0.00%Q2 2021Q2 20225
Kepos Capital LP 310.08%0.20%0.53%Q1 2018Q4 20195
MSI Financial Services Inc 550.00%0.00%0.00%Q4 2015Q4 20165
NEIRG Wealth Management, LLC 550.21%0.29%0.37%Q4 2021Q4 20225
Red Tortoise LLC 410.00%0.00%0.00%Q3 2021Q3 20235
DRW Securities, LLC 110.01%0.03%0.08%Q2 2014Q2 20215
GIRARD PARTNERS LTD. 550.09%0.18%0.26%Q3 2022Q3 20235
VESTOR CAPITAL, LLC 550.01%0.01%0.01%Q4 2020Q4 20215
Cinctive Capital Management LP 320.03%0.08%0.17%Q1 2021Q2 20225
BRIDGEWAY CAPITAL MANAGEMENT, LLC 550.11%0.13%0.14%Q3 2022Q3 20235
CITY HOLDING CO 550.00%0.00%0.01%Q3 2022Q3 20235
Portfolio Solutions, LLC 550.00%0.00%0.00%Q1 2017Q1 20185
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 320.03%0.03%0.03%Q4 2020Q3 20235
Galvin, Gaustad & Stein, LLC 550.02%0.03%0.04%Q4 2020Q4 20215
Van Hulzen Asset Management, LLC 210.07%0.17%0.30%Q1 2017Q3 20235
Retirement Group, LLC 410.11%0.22%0.29%Q4 2019Q1 20215
SALEM INVESTMENT COUNSELORS INC 550.00%0.00%0.00%Q3 2022Q3 20235
Jump Financial, LLC 210.02%0.08%0.15%Q3 2020Q3 20235
RITHOLTZ WEALTH MANAGEMENT 550.02%0.07%0.15%Q3 2021Q3 20225
Delos Wealth Advisors, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Crewe Advisors LLC 550.00%0.00%0.00%Q2 2022Q2 20235
Petrus Trust Company, LTA 320.04%0.06%0.07%Q3 2018Q4 20195
Bollard Group LLC 320.00%0.00%0.00%Q4 2018Q1 20205
Alta Advisers Ltd 550.04%0.04%0.05%Q3 2022Q3 20235
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. 550.09%0.20%0.32%Q4 2019Q4 20205
EULAV Asset Management 320.02%0.03%0.04%Q2 2017Q4 20195
GAGNON SECURITIES LLC 550.08%0.09%0.10%Q4 2013Q4 20145
Cubic Asset Management, LLC 550.06%0.08%0.10%Q1 2019Q1 20205
Jasper Ridge Partners, L.P. 210.37%0.64%0.84%Q4 2014Q4 20195
Veritable, L.P. 210.00%0.00%0.01%Q1 2018Q2 20225
FINANCIAL CONSULATE, INC 550.08%0.10%0.12%Q1 2022Q1 20235
Values First Advisors, Inc. 410.00%0.90%1.47%Q2 2021Q1 20235
Woodline Partners LP 410.14%0.24%0.51%Q1 2022Q3 20235
Arlington Partners LLC 550.00%0.01%0.01%Q4 2020Q4 20215
SANDLER CAPITAL MANAGEMENT 310.26%0.78%1.23%Q1 2017Q2 20215
Sandbox Financial Partners, LLC 550.13%0.20%0.24%Q4 2020Q4 20215
Greystone Financial Group, LLC 550.08%0.13%0.24%Q3 2022Q3 20235
Capital Asset Advisory Services LLC 550.01%0.03%0.04%Q4 2020Q4 20215
Sustainable Growth Advisers, LP 320.00%0.00%0.00%Q1 2022Q3 20235
McIlrath & Eck, LLC 550.00%0.00%0.00%Q1 2022Q1 20235
Arden Trust Co 550.04%0.05%0.06%Q2 2019Q2 20205
MYCIO WEALTH PARTNERS, LLC 550.00%0.00%0.00%Q3 2015Q3 20165
Capula Management Ltd 310.00%0.01%0.01%Q2 2021Q1 20235
Goodman Advisory Group, LLC 320.41%0.91%1.46%Q4 2021Q3 20235
SHANDA ASSET MANAGEMENT HOLDINGS Ltd 550.39%0.55%0.67%Q4 2020Q4 20215
Gupta Wealth Management LLC 550.04%0.06%0.08%Q1 2015Q1 20165
Merit Financial Group, LLC 550.12%0.14%0.16%Q3 2022Q3 20235
MONEY CONCEPTS CAPITAL CORP 410.00%0.01%0.03%Q4 2020Q4 20225
Redwood Investments, LLC 320.02%0.10%0.20%Q2 2018Q3 20195
Stratos Wealth Partners, LTD. 210.00%0.01%0.02%Q4 2017Q2 20195
First Pacific Advisors, LP 310.00%0.00%0.00%Q3 2020Q2 20235
Vigilare Wealth Management 320.13%0.22%0.30%Q2 2020Q3 20215
LIBERTY WEALTH MANAGEMENT LLC 550.00%0.01%0.01%Q3 2020Q3 20215
EMFO, LLC 550.40%0.44%0.49%Q3 2022Q3 20235
Virtu KCG Holdings LLC 310.00%0.01%0.03%Q3 2014Q2 20175
Peninsula Wealth, LLC 550.36%0.49%0.64%Q3 2022Q3 20235
Discovery Value Fund 550.02%4.39%8.52%Q4 2019Q4 20205
Baron Wealth Management LLC 550.28%0.34%0.41%Q4 2022Q4 20235
Ergoteles LLC 550.01%0.04%0.10%Q1 2022Q1 20235
SPOT TRADING L.L.C. 220.01%0.03%0.04%Q2 2017Q3 20175
Auxano Advisors, LLC 550.14%0.19%0.29%Q2 2021Q2 20225
HM PAYSON & CO 550.00%0.00%0.00%Q1 2022Q1 20235
Acrospire Investment Management LLC 550.05%0.05%0.06%Q2 2016Q2 20175
NewEdge Wealth, LLC 550.05%0.06%0.07%Q3 2022Q3 20235
Avalon Investment & Advisory 410.01%0.02%0.02%Q1 2019Q2 20215
Centerpoint Advisors, LLC 310.00%0.00%0.00%Q2 2018Q3 20235
PREMIER ASSET MANAGEMENT LLC 410.40%1.45%1.92%Q1 2020Q4 20225
B.O.S.S. Retirement Advisors, LLC 550.29%0.32%0.35%Q4 2022Q4 20235
GAM SYSTEMATIC LLP 550.10%0.13%0.20%Q3 2016Q3 20175
Geneva Advisors, LLC 550.02%0.03%0.04%Q2 2016Q2 20175
Alta Wealth Advisors LLC 550.57%0.75%0.82%Q4 2020Q4 20215
Transamerica Financial Advisors, Inc. 310.00%0.01%0.02%Q2 2018Q3 20235
WESTWOOD MANAGEMENT CORP /IL/ 320.02%0.06%0.12%Q2 2020Q3 20215
Cable Hill Partners, LLC 320.04%0.06%0.08%Q4 2018Q4 20205
Atom Investors LP 320.02%0.04%0.10%Q2 2019Q3 20205
AIA Investment Management Private Ltd 550.01%0.02%0.04%Q3 2019Q3 20205
T. Rowe Price Investment Management, Inc. 550.50%0.56%0.64%Q3 2022Q3 20235
FIRST QUADRANT LLC/CA 210.00%0.01%0.03%Q4 2017Q3 20215
Ameritas Advisory Services, LLC 410.00%0.03%0.04%Q4 2021Q1 20235
ATWOOD & PALMER INC 550.01%0.01%0.01%Q2 2021Q2 20225
Connolly Sarah T. 550.13%0.18%0.21%Q4 2020Q4 20215
Cypress Capital Management LLC (WY) 410.16%0.45%1.53%Q1 2019Q2 20205
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.00%0.01%Q3 2020Q3 20235
GHP Investment Advisors, Inc. 550.00%0.00%0.01%Q3 2022Q3 20235
AIGEN INVESTMENT MANAGEMENT, LP 210.04%0.08%0.14%Q4 2019Q3 20235
Desjardins Global Asset Management Inc. 410.01%0.04%0.06%Q4 2021Q3 20235
BARRETT & COMPANY, INC. 550.02%0.02%0.02%Q3 2022Q3 20235
Front Row Advisors LLC 550.00%0.00%0.00%Q3 2018Q3 20195
LAKE STREET PRIVATE WEALTH, LLC 320.05%0.11%0.17%Q1 2019Q3 20215
Spectrum Asset Management, Inc. (NB/CA) 550.36%0.44%0.56%Q4 2016Q4 20175
Missouri Trust & Investment Co 550.00%0.00%0.00%Q3 2022Q3 20235
First Allied Advisory Services, Inc. 550.01%0.04%0.08%Q3 2019Q3 20205
JNBA Financial Advisors 320.00%0.00%0.00%Q3 2021Q3 20235
Blueshift Asset Management, LLC 210.19%0.46%0.70%Q3 2020Q1 20225
Ratan Capital Management LP 440.76%1.39%2.06%Q2 2019Q1 20204
Legato Capital Management LLC 440.08%0.12%0.17%Q4 2022Q3 20234
Pembroke Management, LTD 440.61%0.77%0.86%Q2 2016Q1 20174
Foundations Investment Advisors, LLC 310.01%0.02%0.02%Q2 2021Q3 20234
StepStone Group LP 210.38%2.19%5.57%Q4 2014Q1 20184
Corient Private Wealth LLC 440.01%0.01%0.01%Q4 2022Q3 20234
MAI Capital Management 440.00%0.00%0.01%Q3 2021Q2 20224
Roberts Capital Advisors, LLC 440.44%0.48%0.54%Q4 2021Q3 20224
LEVIN CAPITAL STRATEGIES, L.P. 440.02%0.02%0.03%Q4 2013Q3 20144
JOYN Advisors, Inc. 440.00%0.01%0.01%Q1 2018Q4 20184
BOSTON FAMILY OFFICE LLC 440.03%0.04%0.05%Q2 2022Q1 20234
USCA RIA LLC 310.04%0.13%0.19%Q1 2019Q1 20204
Park Place Capital Corp 440.06%0.09%0.10%Q4 2022Q3 20234
Perpetual Ltd 310.01%0.44%0.75%Q1 2020Q1 20234
Norinchukin Bank, The 440.11%0.13%0.18%Q4 2022Q3 20234
NWK Group, Inc. 441.19%1.51%1.74%Q4 2019Q3 20204
Corbenic Partners LLC 440.00%0.00%0.00%Q1 2021Q4 20214
Calvert Investment Management, Inc. 310.01%0.01%0.01%Q4 2015Q4 20164
MRA Advisory Group 440.42%0.45%0.47%Q4 2020Q3 20214
Stephens Consulting, LLC 440.00%0.00%0.01%Q4 2021Q3 20224
L & S Advisors Inc 310.11%0.16%0.19%Q3 2019Q4 20214
WealthShield Partners, LLC 440.00%0.10%0.18%Q2 2020Q1 20214
Farther Finance Advisors, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
EP Wealth Advisors, LLC 220.01%0.03%0.05%Q2 2021Q2 20224
Arlington Financial Advisors, LLC 220.08%0.08%0.09%Q2 2021Q3 20234
WCM INVESTMENT MANAGEMENT, LLC 440.03%0.04%0.05%Q4 2022Q3 20234
Accuvest Global Advisors 220.03%0.09%0.15%Q1 2020Q2 20214
NEVILLE RODIE & SHAW INC 440.04%0.13%0.19%Q2 2020Q1 20214
MANA Advisors LLC 210.73%0.88%1.03%Q4 2017Q2 20204
Kaizen Advisory, LLC 440.34%0.60%0.73%Q1 2018Q4 20184
OAKWOOD CAPITAL MANAGEMENT LLC/CA 440.06%0.07%0.08%Q3 2020Q2 20214
Stiles Financial Services Inc 310.11%0.14%0.15%Q4 2021Q1 20234
Pactiv General Employee Benefit Trust 440.70%0.83%0.94%Q3 2020Q2 20214
Ahrens Investment Partners LLC 310.01%0.02%0.03%Q4 2021Q1 20234
Cunning Capital Partners, LP 445.15%5.64%6.33%Q1 2020Q4 20204
Homrich & Berg 440.01%0.01%0.01%Q4 2020Q3 20214
Gideon Capital Advisors, Inc. 210.12%0.32%0.62%Q3 2017Q2 20194
Hilltop Holdings Inc. 310.03%0.07%0.15%Q3 2018Q1 20214
MILES CAPITAL, INC. 310.18%0.20%0.24%Q3 2018Q3 20194
IAM Advisory, LLC 220.33%0.41%0.48%Q4 2020Q4 20214
Johnson Financial Group, Inc. 310.00%0.00%0.00%Q2 2022Q3 20234
YALE UNIVERSITY 111.62%6.88%15.25%Q1 2015Q4 20194
Fortis Capital Advisors, LLC 440.31%0.50%0.72%Q4 2022Q3 20234
Moran Wealth Management, LLC 440.17%0.35%0.44%Q4 2022Q3 20234
HALSEY ASSOCIATES INC/CT 440.85%0.92%1.00%Q4 2018Q3 20194
EAM Investors, LLC 440.31%0.39%0.44%Q2 2016Q1 20174
NKCFO LLC 220.01%0.10%0.23%Q1 2020Q3 20234
John W. Brooker & Co., CPAs 440.03%0.03%0.04%Q4 2021Q3 20224
Colonial Trust Co / SC 440.00%0.01%0.01%Q4 2022Q3 20234
Jupiter Wealth Management LLC 440.21%0.23%0.25%Q4 2020Q3 20214
SILVER OAK SECURITIES, INCORPORATED 310.00%0.03%0.06%Q3 2022Q3 20234
MUFG Securities EMEA plc 440.00%0.01%0.02%Q4 2019Q3 20204
Standard Family Office LLC 110.00%0.01%0.04%Q4 2020Q3 20224
Southland Equity Partners LLC 310.09%0.11%0.14%Q4 2020Q4 20214
Stelac Advisory Services LLC 310.03%0.06%0.12%Q3 2019Q2 20214
JANUS HENDERSON INVESTORS US LLC 310.00%0.01%0.01%Q4 2013Q1 20174
BB&T INVESTMENT SERVICES, INC. 440.00%0.00%0.00%Q1 2017Q4 20174
RB Capital Management, LLC 440.07%0.09%0.11%Q1 2021Q4 20214
GREENLEAF TRUST 310.00%0.00%0.00%Q3 2017Q2 20214
CAAS CAPITAL MANAGEMENT LP 220.02%0.03%0.05%Q1 2023Q2 20234
CANTOR FITZGERALD, L. P. 310.01%0.35%0.97%Q2 2022Q3 20234
PRIO WEALTH LIMITED PARTNERSHIP 220.01%0.01%0.01%Q3 2020Q3 20214
WealthStone, Inc. 310.00%0.06%0.10%Q2 2019Q1 20214
INVICTUS PRIVATE WEALTH, LLC 440.03%0.03%0.03%Q4 2022Q3 20234
Alcosta Capital Management, Inc. 441.92%2.03%2.14%Q4 2020Q3 20214
MASON STREET ADVISORS, LLC 440.00%0.00%0.00%Q1 2014Q4 20144
Focused Wealth Management, Inc 440.01%0.01%0.01%Q4 2022Q3 20234
GTS SECURITIES LLC 220.01%0.07%0.23%Q2 2023Q3 20234
Banco Santander, S.A. 210.00%0.02%0.05%Q2 2019Q3 20234
Mizuho Securities Co. Ltd. 310.01%0.02%0.03%Q3 2019Q3 20224
SYSTM Wealth Solutions LLC 440.17%0.25%0.33%Q4 2022Q3 20234
Watson Rebecca 440.14%0.20%0.26%Q4 2019Q3 20204
Linden Thomas Advisory Services, LLC 440.42%0.43%0.45%Q4 2022Q3 20234
PFM Health Sciences, LP 220.29%1.04%1.53%Q2 2022Q3 20234
HARBOR CAPITAL ADVISORS, INC. 440.06%0.07%0.09%Q1 2023Q4 20234
Baker Avenue Asset Management, LP 440.00%0.00%0.00%Q4 2022Q3 20234
STONNINGTON GROUP, LLC 440.23%0.38%0.53%Q1 2021Q4 20214
Strategic Global Advisors, LLC 310.07%0.26%0.65%Q3 2018Q3 20234
TRADITION ASSET MANAGEMENT LLC 440.06%0.08%0.10%Q2 2019Q1 20204
Interchange Capital Partners, LLC 440.13%0.31%0.47%Q4 2020Q3 20214
FIRST HORIZON CORP 440.03%0.03%0.03%Q3 2020Q2 20214
Aquatic Capital Management LLC 210.05%0.12%0.23%Q4 2021Q2 20234
CEDAR CAPITAL, LLC 440.12%0.17%0.24%Q4 2019Q3 20204
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 440.00%0.00%0.01%Q1 2015Q4 20154
Granahan Investment Management 440.43%1.00%1.48%Q4 2016Q3 20174
AGF INVESTMENTS INC. 440.00%0.24%0.51%Q2 2020Q1 20214
Parametrica Management Ltd 210.21%0.41%0.72%Q1 2016Q1 20214
Sonen Capital LLC 310.24%0.40%0.48%Q4 2021Q3 20234
TLP GROUP LLC 210.00%0.10%0.32%Q1 2016Q2 20184
MENTA CAPITAL LLC 210.03%0.07%0.12%Q1 2015Q3 20174
Norway Savings Bank 440.01%0.01%0.01%Q3 2020Q2 20214
Stone Ridge Asset Management LLC 440.01%0.03%0.05%Q2 2019Q1 20204
AXS Investments LLC 210.03%0.13%0.20%Q1 2021Q4 20224
Resurgent Financial Advisors LLC 440.02%0.02%0.04%Q4 2022Q3 20234
RFP Financial Group LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Freedom Investment Management, Inc. 440.02%0.02%0.02%Q1 2021Q4 20214
Crescent Grove Advisors, LLC 210.02%0.02%0.02%Q2 2021Q2 20234
17 CAPITAL PARTNERS, LLC 220.22%0.32%0.41%Q2 2021Q2 20224
SII INVESTMENTS INC/WI 440.03%0.05%0.09%Q4 2014Q3 20154
Rockbridge Investment Management, LCC 440.00%0.00%0.00%Q1 2021Q4 20214
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.00%0.01%Q4 2022Q3 20234
True Wealth Design, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
B. Metzler seel. Sohn & Co. Holding AG 440.02%0.02%0.02%Q4 2020Q3 20214
Pinkerton Retirement Specialists, LLC 310.01%0.03%0.11%Q2 2016Q3 20224
WESTWOOD HOLDINGS GROUP INC 440.01%0.01%0.02%Q1 2022Q4 20224
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 440.12%0.53%1.09%Q4 2020Q3 20214
Capital Investment Counsel, Inc 440.06%0.11%0.13%Q4 2022Q3 20234
Delta Investment Management, LLC 310.81%1.40%2.20%Q1 2019Q4 20204
Fulcrum Asset Management LLP 210.21%0.26%0.30%Q2 2020Q1 20224
Quarry LP 440.00%0.01%0.02%Q4 2022Q3 20234
Sound Income Strategies, LLC 220.00%0.00%0.00%Q3 2019Q2 20224
RELIANCE TRUST CO OF DELAWARE 310.04%0.04%0.06%Q1 2018Q1 20194
Machina Capital S.A.S. 110.02%0.24%0.74%Q2 2019Q1 20234
Heritage Wealth Advisors 310.00%0.00%0.01%Q2 2022Q2 20234
Pine River Capital Management L.P. 330.04%0.07%0.10%Q4 2013Q2 20144
Leonard Green & Partners, L.P. 440.30%0.64%1.41%Q1 2019Q4 20194
Icon Wealth Partners, LLC 210.03%0.04%0.05%Q4 2017Q1 20194
Matrix Capital Management Company, LP 441.42%1.69%1.92%Q1 2018Q4 20184
Private Ocean, LLC 220.00%0.00%0.00%Q1 2022Q2 20234
JSF Financial, LLC 440.17%0.19%0.20%Q3 2020Q2 20214
OSTRUM ASSET MANAGEMENT 310.07%0.33%1.09%Q3 2020Q3 20234
TFO Wealth Partners, LLC 210.00%0.01%0.02%Q1 2021Q3 20234
COLUMBUS CIRCLE INVESTORS 210.00%0.13%0.50%Q1 2015Q4 20204
Paradiem, LLC 440.87%0.96%1.02%Q4 2020Q3 20214
Gemmer Asset Management LLC 310.00%0.00%0.00%Q4 2018Q4 20214
NuWave Investment Management, LLC 220.00%0.36%0.66%Q3 2020Q4 20214
OVERSEA-CHINESE BANKING Corp Ltd 440.02%0.04%0.11%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.02%0.03%0.04%Q4 2022Q3 20234
Headlands Technologies LLC 330.02%0.08%0.12%Q1 2023Q3 20233
Squar Milner Financial Services LLC 210.00%0.02%0.05%Q2 2019Q1 20203
SCOTIA CAPITAL INC. 330.01%0.01%0.01%Q1 2023Q3 20233
IHT Wealth Management, LLC 210.00%0.02%0.02%Q3 2017Q2 20213
Better Money Decisions, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Snider Financial Group 330.80%0.90%0.98%Q1 2023Q3 20233
Oak Thistle LLC 210.21%0.34%0.53%Q4 2021Q2 20233
PLATINUM INVESTMENT MANAGEMENT LTD 330.02%0.02%0.03%Q1 2023Q3 20233
LMCG INVESTMENTS, LLC 330.09%0.14%0.18%Q1 2015Q3 20153
TSFG, LLC 330.01%0.04%0.06%Q2 2021Q4 20213
TFB Advisors LLC 330.29%0.43%0.50%Q4 2022Q2 20233
Delphia (USA) Inc. 330.15%0.31%0.42%Q4 2021Q2 20223
PRW Wealth Management LLC 210.00%0.10%0.31%Q4 2018Q2 20213
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 330.00%0.00%0.00%Q4 2019Q2 20203
ICA Group Wealth Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
LBP AM SA 210.01%0.01%0.02%Q4 2022Q3 20233
Capital International Investors 330.05%0.06%0.07%Q1 2023Q3 20233
WFG Advisors, LP 330.00%0.01%0.01%Q4 2014Q2 20153
ROMAN BUTLER FULLERTON & CO 210.27%0.31%0.33%Q2 2019Q3 20203
Koshinski Asset Management, Inc. 330.00%0.00%0.01%Q3 2021Q1 20223
Teamwork Financial Advisors, LLC 330.07%0.09%0.10%Q3 2020Q1 20213
Ibex Investors LLC 110.02%0.13%0.24%Q1 2018Q2 20193
Ocean Capital Management, LLC 330.10%0.11%0.13%Q3 2020Q1 20213
Symphony Financial, Ltd. Co. 330.24%0.26%0.28%Q2 2020Q4 20203
ARGENT CAPITAL MANAGEMENT LLC 330.02%0.03%0.03%Q1 2020Q3 20203
Brookstone Capital Management 210.00%0.02%0.02%Q3 2021Q3 20233
tru Independence LLC 210.00%0.02%0.02%Q4 2019Q4 20203
Harbor Spring Capital, LLC 332.78%3.19%3.52%Q3 2020Q1 20213
Geneva Partners, LLC 331.93%2.63%3.11%Q1 2020Q3 20203
ZRC WEALTH MANAGEMENT, LLC 330.09%0.10%0.10%Q1 2023Q3 20233
Natixis Investment Managers International 210.01%0.05%0.08%Q3 2017Q3 20183
WRIGHT INVESTORS SERVICE INC 330.10%0.17%0.23%Q2 2021Q4 20213
Darwin Wealth Management, LLC 330.01%0.48%0.79%Q1 2020Q3 20203
Prospera Financial Services Inc 330.00%0.02%0.05%Q1 2022Q3 20223
Private Advisory Group LLC 210.18%0.21%0.22%Q3 2019Q3 20203
QCM Cayman, Ltd. 110.33%0.62%0.94%Q1 2018Q1 20223
BAXTER BROS INC 330.10%0.11%0.12%Q2 2020Q4 20203
Asset Dedication, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Family Management Corp 210.05%0.75%1.19%Q3 2020Q2 20213
Archford Capital Strategies, LLC 330.14%0.15%0.15%Q1 2023Q3 20233
Casablanca Capital LP 220.20%0.46%0.59%Q4 2013Q1 20143
Human Investing LLC 330.03%0.04%0.05%Q1 2019Q3 20193
Junto Capital Management LP 210.64%1.94%3.96%Q4 2014Q3 20223
Pachira Investments Inc. 210.14%0.20%0.28%Q3 2020Q4 20213
INCEPTIONR LLC 210.12%0.16%0.23%Q4 2022Q3 20233
SUNTRUST BANKS INC 330.00%0.00%0.01%Q1 2019Q3 20193
Empire Capital Management, L.L.C. 333.53%4.63%6.37%Q4 2013Q2 20143
Evercore Wealth Management, LLC 330.00%0.00%0.00%Q2 2017Q4 20173
Phoenix Holdings Ltd. 330.05%0.07%0.11%Q1 2020Q3 20203
GLG Partners LP 330.02%0.03%0.03%Q3 2014Q1 20153
Stonegate Investment Group, LLC 330.07%0.07%0.07%Q1 2023Q3 20233
Crestline Management, LP 210.20%0.24%0.29%Q4 2022Q3 20233
Nalls Sherbakoff Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
LUTS & GREENLEIGH GROUP, INC 330.29%0.32%0.35%Q1 2023Q3 20233
Twelve Points Wealth Management LLC 330.32%0.39%0.51%Q4 2021Q2 20223
Capital Analysts, LLC 210.00%0.01%0.02%Q2 2019Q3 20233
Jupiter Investment Management Ltd 210.00%0.26%0.48%Q1 2018Q1 20203
Forward Management, LLC 330.07%0.08%0.10%Q1 2018Q3 20183
Granite Investment Advisors, LLC 330.06%0.07%0.08%Q1 2019Q3 20193
William Allan Corp 330.40%1.51%2.15%Q1 2023Q3 20233
WESTFIELD CAPITAL MANAGEMENT CO LP 210.00%0.12%0.22%Q4 2015Q1 20193
HB Wealth Management, LLC 330.00%0.01%0.01%Q1 2023Q3 20233
CCLA Investment Management 330.75%1.01%1.19%Q1 2023Q3 20233
Lenox Wealth Management, Inc. 330.01%0.01%0.01%Q4 2018Q2 20193
FULTON BANK, N.A. 330.02%0.02%0.03%Q2 2021Q4 20213
Meeder Advisory Services, Inc. 330.04%0.05%0.05%Q1 2023Q3 20233
Hemenway Trust Co LLC 330.02%0.03%0.03%Q1 2023Q3 20233
SIENA CAPITAL LLC 330.02%0.02%0.02%Q1 2022Q3 20223
Realta Investment Advisors 330.00%0.00%0.00%Q2 2019Q4 20193
Mezzasalma Advisors, LLC 333.23%3.31%3.41%Q4 2020Q2 20213
HWG Holdings LP 330.44%0.73%1.21%Q1 2019Q3 20193
MOORE CAPITAL MANAGEMENT, LP 110.01%0.04%0.09%Q3 2020Q2 20223
SHELTON CAPITAL MANAGEMENT 330.02%0.03%0.04%Q4 2019Q2 20203
Atika Capital Management LLC 330.30%0.56%0.77%Q1 2018Q3 20183
Kolinsky Wealth Management, LLC 210.23%0.28%0.31%Q4 2022Q3 20233
ING GROEP NV 210.03%0.04%0.06%Q1 2015Q4 20223
Brick & Kyle, Associates 330.01%0.02%0.02%Q2 2016Q4 20163
Folger Hill Asset Management LP 110.03%0.18%0.30%Q4 2015Q2 20173
Glass Jacobson Investment Advisors llc 210.02%0.02%0.02%Q4 2022Q3 20233
Prime Capital Investment Advisors, LLC 210.00%0.00%0.00%Q3 2019Q1 20213
Cross Staff Investments Inc 210.20%0.21%0.23%Q4 2021Q3 20233
Polianta Ltd 330.50%0.60%0.69%Q2 2019Q4 20193
Brookfield Asset Management 330.00%0.01%0.02%Q4 2021Q2 20223
Weiss Multi-Strategy Advisers LLC 210.02%0.04%0.06%Q1 2014Q4 20203
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q4 2021Q3 20233
Executive Wealth Management, LLC 330.01%0.01%0.01%Q4 2018Q2 20193
WOLFF WIESE MAGANA LLC 330.00%0.00%0.00%Q2 2022Q4 20223
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 210.00%0.00%0.00%Q4 2021Q3 20233
Bay Rivers Group 330.23%0.33%0.38%Q3 2020Q1 20213
Cupps Capital Management, LLC 210.08%0.34%0.68%Q1 2015Q3 20163
TORRAY INVESTMENT PARTNERS LLC 330.64%0.67%0.69%Q1 2023Q3 20233
Winch Advisory Services, LLC 330.00%0.00%0.00%Q2 2020Q4 20203
Grandview Asset Management LLC 210.01%0.15%0.24%Q2 2019Q1 20213
Clear Harbor Asset Management, LLC 330.17%0.20%0.23%Q1 2023Q3 20233
PUBLIC SECTOR PENSION INVESTMENT BOARD 110.00%0.02%0.03%Q4 2017Q4 20223
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC 330.77%1.33%2.22%Q3 2016Q1 20173
DC Investments Management, LLC 330.33%0.36%0.39%Q1 2023Q3 20233
JS Capital Management LLC 210.01%0.02%0.03%Q3 2019Q1 20213
North Star Investment Management Corp. 330.00%0.00%0.00%Q2 2017Q4 20173
OLIVER LAGORE VANVALIN INVESTMENT GROUP 210.00%0.00%0.00%Q2 2022Q3 20233
Point72 Middle East FZE 210.04%0.05%0.06%Q4 2022Q3 20233
Aptus Capital Advisors, LLC 330.16%0.38%0.50%Q1 2019Q3 20193
Hitchwood Capital Management LP 330.42%1.76%3.91%Q1 2018Q3 20183
Venturi Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
CoreCap Advisors, LLC 110.00%0.00%0.01%Q4 2021Q4 20223
Crescent Capital Consulting, LLC 330.00%0.00%0.00%Q2 2021Q4 20213
Timpani Capital Management LLC 330.61%0.99%1.23%Q1 2017Q3 20173
Unigestion Holding SA 330.03%0.07%0.14%Q1 2021Q3 20213
Vinva Investment Management Ltd 330.08%0.13%0.16%Q1 2023Q3 20233
Investment Research & Advisory Group, Inc. 330.05%0.40%1.05%Q1 2023Q3 20233
Concord Wealth Partners 330.00%0.01%0.04%Q1 2023Q3 20233
Summit X, LLC 210.01%0.04%0.06%Q3 2020Q2 20233
Cornerstone Planning Group LLC 210.02%0.02%0.03%Q4 2022Q3 20233
Pendal Group Ltd 210.01%0.05%0.11%Q2 2018Q3 20193
Continuum Advisory, LLC 210.03%0.08%0.17%Q2 2020Q3 20233
MERITAGE PORTFOLIO MANAGEMENT 330.40%0.47%0.53%Q2 2019Q4 20193
Kavar Capital Partners, LLC 210.01%0.01%0.01%Q1 2018Q2 20193
WHITENER CAPITAL MANAGEMENT, INC. 330.00%0.00%0.00%Q1 2019Q3 20193
Jabre Capital Partners S.A. 330.04%0.11%0.15%Q1 2018Q3 20183
COMMERZBANK AKTIENGESELLSCHAFT /FI 210.01%0.02%0.03%Q1 2015Q3 20213
Fosun International Ltd 330.04%0.06%0.08%Q1 2023Q3 20233
PURA VIDA INVESTMENTS, LLC 330.25%0.66%1.38%Q2 2020Q4 20203
Dana Investment Advisors, Inc. 330.05%0.05%0.05%Q1 2023Q3 20233
GQG Partners LLC 330.00%0.00%0.00%Q1 2020Q3 20203
Cape Investment Advisory, Inc. 330.23%0.24%0.25%Q1 2023Q3 20233
COLUMBIA WANGER ASSET MANAGEMENT LLC 330.29%0.62%0.82%Q2 2017Q4 20173
Optimus Prime Fund Management Co., Ltd. 210.08%0.22%0.50%Q1 2020Q1 20223
Procyon Advisors, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
SIMON QUICK ADVISORS, LLC 210.00%0.00%0.00%Q2 2019Q2 20203
TOTH FINANCIAL ADVISORY CORP 210.00%0.07%0.10%Q2 2020Q3 20223
Cardinal Capital Management 330.49%0.53%0.56%Q1 2023Q3 20233
SYCOMORE ASSET MANAGEMENT 330.17%0.53%0.81%Q4 2022Q2 20233
SteelPeak Wealth, LLC 330.02%0.03%0.04%Q2 2020Q4 20203
1834 INVESTMENT ADVISORS CO 330.04%0.04%0.05%Q1 2023Q3 20233
ALBION FINANCIAL GROUP /UT 210.00%0.00%0.00%Q1 2022Q3 20233
MOTCO 220.00%0.00%0.00%Q2 2023Q3 20232
BOLTON LP 110.66%0.66%0.66%Q1 2014Q1 20142
KINGDON CAPITAL MANAGEMENT, L.L.C. 220.64%1.02%1.40%Q4 2019Q1 20202
Sepio Capital, LP 220.02%0.02%0.02%Q1 2022Q2 20222
Oak Point Wealth Management 220.01%0.01%0.01%Q4 2017Q1 20182
THORNBURG INVESTMENT MANAGEMENT INC 220.03%0.03%0.03%Q4 2013Q1 20142
BLUESTEIN R H & CO LLC 220.01%0.02%0.02%Q2 2019Q3 20192
Clarity Wealth Advisors, LLC 220.10%0.11%0.12%Q3 2021Q4 20212
F/M Investments LLC 221.86%2.29%2.71%Q3 2022Q4 20222
Edgestream Partners, L.P. 220.03%0.03%0.03%Q2 2023Q3 20232
Pensionfund DSM Netherlands 220.06%0.07%0.08%Q3 2021Q4 20212
Parcion Private Wealth LLC 220.06%0.06%0.06%Q4 2019Q1 20202
PFG Private Wealth Management, LLC 220.04%0.04%0.04%Q3 2021Q4 20212
G&S Capital LLC 220.01%0.01%0.02%Q2 2018Q3 20182
Bridgefront Capital, LLC 110.30%0.44%0.57%Q4 2020Q4 20222
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 220.02%0.02%0.02%Q2 2021Q3 20212
Perkins Coie Trust Co 220.00%0.00%0.00%Q2 2021Q3 20212
Nine Chapters Capital Management LLC 220.16%0.20%0.24%Q3 2014Q4 20142
TimeScale Financial, Inc. 220.00%0.00%0.00%Q3 2022Q4 20222
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2015Q2 20152
Sculptor Capital LP 110.03%0.03%0.03%Q1 2014Q3 20222
Marquette Asset Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Price Wealth, LLC 220.00%0.00%0.00%Q2 2019Q3 20192
Burns Matteson Capital Management, LLC 220.16%0.17%0.17%Q2 2021Q3 20212
Apex Capital Management 220.49%0.51%0.54%Q4 2015Q1 20162
Advisors Preferred, LLC 220.01%0.02%0.04%Q1 2019Q2 20192
Prosperity Wealth Management, Inc. 220.15%0.18%0.20%Q2 2023Q3 20232
Institute for Wealth Management, LLC. 110.04%0.04%0.05%Q2 2021Q3 20222
RMR Wealth Builders 220.01%0.01%0.02%Q4 2020Q1 20212
Granite Investment Partners, LLC 220.30%0.33%0.36%Q3 2022Q4 20222
Financial Gravity Asset Management, Inc. 110.00%0.00%0.00%Q4 2022Q2 20232
WEST BANCORPORATION INC 220.12%0.15%0.19%Q4 2021Q1 20222
Corton Capital Inc. 110.15%0.24%0.33%Q1 2022Q1 20232
Filbrandt Wealth Management, LLC 110.00%0.00%0.01%Q2 2020Q3 20212
Smart Portfolios, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Pier Capital, LLC 220.06%0.06%0.07%Q2 2023Q3 20232
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 220.18%0.19%0.19%Q2 2023Q3 20232
Intersect Capital LLC 220.00%0.00%0.00%Q4 2014Q1 20152
Lee Capital Holdings LLC 220.66%1.07%1.47%Q4 2021Q1 20222
Bartlett & Co. LLC 110.00%0.00%0.00%Q2 2019Q4 20232
25 LLC 220.00%0.00%0.00%Q1 2023Q2 20232
CM WEALTH ADVISORS LLC 220.10%0.30%0.50%Q1 2023Q2 20232
Aubrey Capital Management Ltd 221.77%1.80%1.82%Q2 2020Q3 20202
BRIDGES INVESTMENT MANAGEMENT INC 220.01%0.01%0.01%Q2 2019Q3 20192
Emerald Acquisition Ltd. 220.01%0.02%0.04%Q2 2016Q3 20162
Total Clarity Wealth Management, Inc. 110.00%0.00%0.00%Q1 2021Q3 20212
GENERATION INVESTMENT MANAGEMENT LLP 220.48%0.51%0.54%Q2 2023Q3 20232
Grandeur Peak Global Advisors, LLC 220.04%0.04%0.04%Q1 2023Q2 20232
Garelick Capital Partners, LP 111.91%2.40%2.89%Q4 2015Q4 20182
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2021Q3 20222
ENGINE NO. 1 LLC 220.05%0.05%0.06%Q3 2021Q4 20212
Inspire Advisors, LLC 110.05%0.06%0.07%Q4 2020Q4 20212
DIKER MANAGEMENT LLC 223.14%3.77%4.39%Q4 2019Q1 20202
Capital World Investors 220.03%0.03%0.03%Q2 2023Q3 20232
MOODY LYNN & LIEBERSON, LLC 110.27%0.28%0.29%Q2 2018Q2 20192
EverPoint Asset Management, LLC 110.09%0.13%0.17%Q1 2015Q4 20162
MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/ 221.52%2.00%2.49%Q4 2017Q1 20182
Allred Capital Management, LLC 110.02%0.02%0.03%Q4 2019Q1 20212
ORG Partners LLC 220.00%0.00%0.00%Q2 2023Q3 20232
CADIAN CAPITAL MANAGEMENT, LP 110.24%0.26%0.28%Q3 2014Q1 20162
Duquesne Family Office 110.04%0.37%0.70%Q2 2019Q3 20232
FNY Managed Accounts LLC 110.00%0.10%0.19%Q2 2017Q1 20182
AXXCESS WEALTH MANAGEMENT, LLC 220.02%0.02%0.02%Q4 2021Q1 20222
DARK FOREST CAPITAL MANAGEMENT LP 220.00%0.00%0.00%Q3 2022Q4 20222
Enlightenment Research, LLC 110.29%0.36%0.42%Q2 2019Q1 20202
CGC Financial Services, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
AXQ CAPITAL, LP 110.24%0.28%0.32%Q1 2023Q3 20232
IBERIABANK CORP 110.03%0.03%0.03%Q2 2019Q2 20202
GraniteShares Advisors LLC 110.08%0.37%0.65%Q4 2021Q3 20232
WealthPlan Investment Management, LLC 220.02%0.03%0.03%Q1 2023Q2 20232
CHATHAM CAPITAL GROUP, INC. 220.04%0.04%0.04%Q2 2021Q3 20212
RWC Asset Management LLP 110.05%0.06%0.07%Q2 2014Q4 20142
ARROW FINANCIAL CORP 220.00%0.00%0.00%Q4 2013Q1 20142
DCM Advisors, LLC 220.51%0.51%0.52%Q2 2021Q3 20212
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Engrave Wealth Partners LLC 220.00%0.01%0.01%Q1 2020Q2 20202
Alpha DNA Investment Management LLC 220.01%0.01%0.01%Q4 2020Q1 20212
Quintet Private Bank (Europe) S.A. 110.01%0.01%0.01%Q1 2023Q3 20232
AustralianSuper Pty Ltd 220.02%0.56%1.09%Q1 2022Q2 20222
Equitable Holdings, Inc. 220.01%0.01%0.01%Q4 2020Q1 20212
Meristem Family Wealth, LLC 220.06%0.06%0.07%Q4 2020Q1 20212
FIRST NATIONAL BANK OF OMAHA 110.01%0.01%0.02%Q4 2020Q3 20212
Accredited Investors Inc. 220.02%0.02%0.02%Q2 2023Q3 20232
WEST PACES ADVISORS INC. 220.01%0.01%0.01%Q1 2021Q2 20212
Alpha Paradigm Partners, LLC 220.09%0.16%0.22%Q1 2022Q2 20222
Haafor (Singapore) Pte. Ltd. 110.13%0.26%0.38%Q4 2019Q2 20202
Silvant Capital Management LLC 220.12%0.12%0.13%Q2 2023Q3 20232
M Holdings Securities, Inc. 220.07%0.21%0.34%Q3 2017Q4 20172
Titan Capital Management, LLC /TX 220.41%0.45%0.48%Q2 2020Q3 20202
Princeton Alpha Management LP 220.07%0.09%0.12%Q3 2016Q4 20162
Peregrine Asset Advisers, Inc. 222.14%2.31%2.49%Q2 2018Q3 20182
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2018Q4 20212
Capitolis Advisors LLC 110.03%0.04%0.04%Q4 2020Q4 20212
UniSuper Management Pty Ltd 220.00%0.00%0.00%Q2 2023Q3 20232
CT Financial Advisors LLC 220.00%0.00%0.00%Q4 2016Q1 20172
ALPHASIMPLEX GROUP, LLC 110.09%0.13%0.18%Q4 2019Q2 20202
Banco de Sabadell, S.A 220.13%0.19%0.26%Q4 2020Q1 20212
Liberty Capital Management, Inc. 220.08%0.18%0.27%Q2 2023Q3 20232
Econ Financial Services Corp 220.00%0.00%0.00%Q4 2021Q1 20222
Clearstead Trust, LLC 110.01%0.01%0.01%Q4 2022Q3 20232
Facet Wealth, Inc. 220.01%0.01%0.02%Q2 2023Q3 20232
Islet Management, LP 220.44%0.47%0.50%Q2 2022Q3 20222
9258 Wealth Management, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Gyon Technologies Capital Management, LP 110.00%0.05%0.10%Q4 2021Q4 20222
Brown Advisory Securities, LLC 220.09%0.10%0.10%Q3 2021Q4 20212
Lowe Wealth Advisors, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Washington Harbour Partners LP 221.87%2.06%2.25%Q2 2023Q3 20232
ASSOCIATED BANC-CORP 110.00%0.01%0.02%Q4 2019Q2 20202
Syntal Capital Partners, LLC 110.36%0.50%0.65%Q2 2019Q3 20202
CIBC WORLD MARKETS CORP 220.15%0.22%0.29%Q2 2019Q3 20192
VERUS CAPITAL PARTNERS, LLC 220.00%0.01%0.02%Q4 2019Q1 20202
ADVISOR PARTNERS II, LLC 220.01%0.01%0.02%Q2 2023Q3 20232
LA FINANCIERE DE L'ECHIQUIER 220.54%0.54%0.54%Q2 2023Q3 20232
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Miracle Mile Advisors, LLC 220.23%0.51%0.79%Q4 2019Q1 20202
HealthCor Management, L.P. 220.79%1.24%1.69%Q1 2021Q2 20212
WILLIAMS JONES & ASSOCIATES LLC 220.03%0.08%0.13%Q1 2019Q2 20192
Nemes Rush Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Badgley Phelps Wealth Managers, LLC 220.01%0.01%0.01%Q3 2021Q4 20212
Hunting Hill Global Capital, LLC 220.43%0.62%0.81%Q2 2023Q3 20232
MONUMENTAL FINANCIAL GROUP INC. 220.74%0.78%0.82%Q4 2022Q1 20232
KOCH INDUSTRIES INC 220.11%0.12%0.13%Q2 2017Q3 20172
Leucadia National 110.00%0.00%0.01%Q1 2023Q3 20232
Strategic Wealth Partners, Ltd. 220.14%0.16%0.18%Q3 2020Q4 20202
Integrated Wealth Management 220.00%0.00%0.00%Q1 2015Q2 20152
Social Capital PEP Management LLC 221.23%1.84%2.44%Q4 2017Q1 20182
Advisory Alpha, LLC 110.00%0.01%0.01%Q3 2019Q3 20202
Ridgewood Investments LLC 220.01%0.01%0.01%Q1 2023Q2 20232
True Link Financial Advisors, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Destination Wealth Management 110.00%0.01%0.02%Q1 2018Q1 20192
Monaco Asset Management SAM 220.58%0.74%0.91%Q2 2020Q3 20202
Copperleaf Capital, LLC 220.50%0.50%0.51%Q2 2023Q3 20232
SpiderRock Advisors, LLC 110.00%0.07%0.13%Q3 2017Q3 20172
MONTAG & CALDWELL, LLC 220.06%0.10%0.13%Q2 2023Q3 20232
West Family Investments, Inc. 220.06%0.06%0.06%Q2 2021Q3 20212
Princeton Global Asset Management LLC 220.01%0.01%0.01%Q2 2019Q3 20192
RPG Investment Advisory, LLC 220.01%0.01%0.01%Q3 2019Q4 20192
Colonial Trust Advisors 220.00%0.00%0.00%Q2 2023Q3 20232
Grove Bank & Trust 220.00%0.00%0.00%Q1 2023Q2 20232
Kore Private Wealth LLC 110.00%0.00%0.00%Q1 2019Q2 20202
Sheaff Brock Investment Advisors, LLC 220.02%0.02%0.02%Q2 2021Q3 20212
United Asset Strategies, Inc. 220.11%0.13%0.14%Q3 2019Q4 20192
Hoover Financial Advisors, Inc. 220.00%0.00%0.00%Q4 2020Q1 20212
Schonfeld Group Holdings LLC 220.07%0.08%0.10%Q4 2013Q1 20142
Cumberland Partners Ltd 220.04%0.06%0.09%Q2 2023Q3 20232
WAFRA INC. 220.31%0.67%1.02%Q2 2023Q3 20232
BNC WEALTH MANAGEMENT, LLC 220.19%0.42%0.64%Q3 2020Q4 20202
Melqart Asset Management (UK) Ltd 220.17%0.28%0.38%Q4 2020Q1 20212
BlackRock Japan Co. Ltd 110.00%0.00%0.00%Q1 2015Q3 20162
Alera Investment Advisors, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
JUMP TRADING, LLC 110.01%0.14%0.26%Q4 2019Q2 20202
HF Advisory Group, LLC 220.31%0.32%0.33%Q2 2023Q3 20232
Systematic Alpha Investments, LLC 220.04%0.04%0.04%Q2 2021Q3 20212
OSTERWEIS CAPITAL MANAGEMENT INC 220.23%0.25%0.28%Q1 2017Q2 20172
Steward Financial Group LLC 110.00%0.00%0.01%Q2 2022Q3 20232
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.01%0.02%Q2 2021Q3 20232
R&F Capital Advisors LP 220.07%0.20%0.34%Q4 2016Q1 20172
Edge Wealth Management LLC 220.00%0.00%0.00%Q3 2021Q4 20212
New Hampshire Trust 220.01%0.01%0.01%Q4 2022Q1 20232
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 110.11%0.22%0.32%Q3 2022Q3 20222
Sandy Cove Advisors, LLC 220.13%0.14%0.16%Q4 2021Q1 20222
AJO, LP 110.00%0.05%0.09%Q3 2019Q2 20202
GREAT VALLEY ADVISOR GROUP, INC. 110.01%0.03%0.04%Q2 2020Q2 20232
Meridian Wealth Management, LLC 220.14%0.14%0.14%Q2 2017Q3 20172
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Summit Trail Advisors, LLC 110.01%0.01%0.01%Q4 2017Q3 20232
Gunderson Capital Management Inc. 220.44%0.65%0.85%Q2 2020Q3 20202
Board of Trustees of The Leland Stanford Junior University 111.16%2.11%3.06%Q1 2015Q4 20192
BECK CAPITAL MANAGEMENT, LLC 221.11%1.33%1.55%Q2 2020Q3 20202
PEAPACK GLADSTONE FINANCIAL CORP 220.03%0.05%0.07%Q2 2023Q3 20232
PECONIC PARTNERS LLC 110.10%0.47%0.84%Q2 2022Q2 20232
UNIVEST FINANCIAL Corp 220.06%0.06%0.06%Q1 2023Q2 20232
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Polar Capital LLP 110.08%0.08%0.08%Q3 2015Q3 20151
CGN Advisors LLC 110.17%0.17%0.17%Q4 2023Q4 20231
PRINCETON CAPITAL MANAGEMENT LLC 110.09%0.09%0.09%Q4 2020Q4 20201
LGT Fund Management Co Ltd. 110.58%0.58%0.58%Q4 2021Q4 20211
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
Carlson Capital Management 110.02%0.02%0.02%Q3 2023Q3 20231
J.P. Turner & Co Capital Mnagement, LLC 110.18%0.18%0.18%Q2 2015Q2 20151
ADAMS DIVERSIFIED EQUITY FUND, INC. 110.46%0.46%0.46%Q3 2021Q3 20211
Beaird Harris Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
EA Series Trust 110.01%0.01%0.01%Q2 2023Q2 20231
People's United Financial, Inc. 110.08%0.08%0.08%Q3 2019Q3 20191
Ostrum Asset Management U.S., LLC 110.08%0.08%0.08%Q4 2018Q4 20181
Ruggie Capital Group 110.02%0.02%0.02%Q4 2018Q4 20181
Requisite Capital Management, LLC 110.15%0.15%0.15%Q3 2019Q3 20191
Crestwood Advisors Group, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Confluence Wealth Services, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Cribstone Capital Management, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
PIERSHALE FINANCIAL GROUP, INC. 110.01%0.01%0.01%Q3 2016Q3 20161
Delta Lloyd Asset Management N.V. 110.04%0.04%0.04%Q2 2017Q2 20171
Tairen Capital Ltd 110.78%0.78%0.78%Q2 2019Q2 20191
Robbins Farley 110.01%0.01%0.01%Q2 2021Q2 20211
Asset Allocation & Management Company, LLC 110.07%0.07%0.07%Q4 2021Q4 20211
SANDERS MORRIS HARRIS LLC 111.42%1.42%1.42%Q1 2017Q1 20171
E Fund Management (Hong Kong) Co., Ltd. 110.03%0.03%0.03%Q3 2023Q3 20231
Tradeworx Inc. 110.34%0.34%0.34%Q1 2014Q1 20141
Nachman Norwood & Parrott, Inc 110.03%0.03%0.03%Q3 2020Q3 20201
Regent Peak Wealth Advisors LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Accurate Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
XTX MARKETS LLC 110.78%0.78%0.78%Q2 2020Q2 20201
HANCOCK WHITNEY INVESTMENT SERVICES INC. 110.06%0.06%0.06%Q4 2021Q4 20211
JB Capital LLC 110.09%0.09%0.09%Q3 2021Q3 20211
Cornerstone Wealth Management, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Column Capital Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Blue Rock Advisors, LLC 111.22%1.22%1.22%Q3 2020Q3 20201
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Edge Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
UNTITLED INVESTMENTS LP 111.12%1.12%1.12%Q1 2022Q1 20221
Andar Capital Management HK Ltd 1111.41%11.41%11.41%Q1 2023Q1 20231
David J Yvars Group 113.88%3.88%3.88%Q4 2020Q4 20201
MIRABELLA FINANCIAL SERVICES LLP 110.06%0.06%0.06%Q3 2022Q3 20221
MYDA Advisors LLC 110.51%0.51%0.51%Q1 2019Q1 20191
ADAGE CAPITAL PARTNERS GP, L.L.C. 110.04%0.04%0.04%Q2 2023Q2 20231
Jetstream Capital LLC 110.06%0.06%0.06%Q4 2014Q4 20141
Principle Wealth Partners LLC 110.01%0.01%0.01%Q2 2020Q2 20201
AJ WEALTH STRATEGIES, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
1st Global Advisors, Inc. 110.02%0.02%0.02%Q2 2017Q2 20171
Oak Grove Capital LLC 110.10%0.10%0.10%Q3 2019Q3 20191
Visium Asset Management, LP 110.00%0.00%0.00%Q1 2014Q1 20141
AQR Arbitrage LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Columbia Pacific Advisors, LLC 110.47%0.47%0.47%Q4 2015Q4 20151
CORNERCAP INVESTMENT COUNSEL INC 110.18%0.18%0.18%Q1 2023Q1 20231
Comprehensive Financial Consultants Institutional, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Moisand Fitzgerald Tamayo, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Tourbillon Capital Partners, L.P. 110.23%0.23%0.23%Q1 2014Q1 20141
BREMER TRUST NATIONAL ASSOCIATION 110.02%0.02%0.02%Q4 2018Q4 20181
Camarda Financial Advisors, LLC 111.11%1.11%1.11%Q3 2020Q3 20201
Campbell Wealth Management 110.00%0.00%0.00%Q2 2020Q2 20201
SHERBROOKE PARK ADVISERS LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Spectrum Management Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Dakota Wealth Management 110.03%0.03%0.03%Q2 2022Q2 20221
Coatue Management 110.96%0.96%0.96%Q2 2022Q2 20221
SlateStone Wealth, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
CORBETT ROAD CAPITAL MANAGEMENT, LLC 110.32%0.32%0.32%Q4 2020Q4 20201
Dorsey Wright & Associates 110.20%0.20%0.20%Q2 2020Q2 20201
Telemark Asset Management, LLC 112.75%2.75%2.75%Q4 2018Q4 20181
Krilogy Financial LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Waratah Capital Advisors Ltd. 110.10%0.10%0.10%Q4 2015Q4 20151
O'Neil Global Advisors, Inc. 110.21%0.21%0.21%Q2 2021Q2 20211
CONNABLE OFFICE INC 110.03%0.03%0.03%Q4 2020Q4 20201
Grey Fox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
South Shore Capital Advisors 110.31%0.31%0.31%Q4 2020Q4 20201
Exos TFP Holdings LLC 110.06%0.06%0.06%Q3 2022Q3 20221
Venator Capital Management Ltd. 113.17%3.17%3.17%Q4 2021Q4 20211
LINCOLN NATIONAL CORP 110.01%0.01%0.01%Q2 2019Q2 20191
Sentry Investments Corp. 110.00%0.00%0.00%Q1 2018Q1 20181
Nilsine Partners, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
DORCHESTER WEALTH MANAGEMENT Co 110.08%0.08%0.08%Q1 2017Q1 20171
Zhang Financial LLC 110.05%0.05%0.05%Q3 2021Q3 20211
UBS OCONNOR LLC 110.02%0.02%0.02%Q1 2014Q1 20141
Sante Capital Fund, LP 110.61%0.61%0.61%Q1 2022Q1 20221
Mitsubishi UFJ Securities Holdings Co., Ltd. 110.46%0.46%0.46%Q1 2019Q1 20191
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 110.15%0.15%0.15%Q3 2019Q3 20191
Capstone Triton Financial Group, LLC 110.07%0.07%0.07%Q4 2020Q4 20201
CBIZ Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Bridgeworth, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
LIGHT STREET CAPITAL MANAGEMENT, LLC 110.33%0.33%0.33%Q4 2013Q4 20131
EFG CAPITAL INTERNATIONAL CORP. 110.91%0.91%0.91%Q2 2023Q2 20231
Thrax Management, LLC 110.01%0.01%0.01%Q3 2016Q3 20161
Western Asset Management Company, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Oder Investment Management, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Royal Fund Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Versant Capital Management, Inc 110.00%0.00%0.00%Q3 2023Q3 20231
NEXT Financial Holdings 110.08%0.08%0.08%Q1 2019Q1 20191
Wilkinson Global Asset Management LLC 110.10%0.10%0.10%Q1 2021Q1 20211
AGF MANAGEMENT LTD 110.00%0.00%0.00%Q4 2022Q4 20221
Smith Group Asset Management, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Kalos Management, Inc. 110.01%0.01%0.01%Q4 2015Q4 20151
DSAM Partners (London) Ltd 110.04%0.04%0.04%Q3 2018Q3 20181
Amalgamated Financial Corp. 110.03%0.03%0.03%Q1 2022Q1 20221
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Highview Capital Management LLC/DE/ 110.54%0.54%0.54%Q3 2023Q3 20231
SAC Capital Advisors LP 110.00%0.00%0.00%Q1 2014Q1 20141
Mosaic Family Wealth, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
FNY Investment Advisers, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q4 2020Q4 20201
FSA Wealth Management LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Aaron Wealth Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 110.00%0.00%0.00%Q4 2019Q4 20191
Abundance Wealth Counselors 110.01%0.01%0.01%Q1 2021Q1 20211
CENTAURUS FINANCIAL, INC. 110.01%0.01%0.01%Q1 2023Q1 20231
West Financial Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Semmax Financial Advisors Inc. 110.21%0.21%0.21%Q3 2023Q3 20231
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 110.01%0.01%0.01%Q2 2021Q2 20211
Aquila Investment Management LLC 110.38%0.38%0.38%Q4 2022Q4 20221
TRUST DEPARTMENT MB FINANCIAL BANK N A 110.00%0.00%0.00%Q1 2018Q1 20181
Addison Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Tyler-Stone Wealth Management 110.02%0.02%0.02%Q4 2021Q4 20211
Rock Creek Group, LP 110.07%0.07%0.07%Q4 2021Q4 20211
GROW Partners, LLC 1110.63%10.63%10.63%Q1 2015Q1 20151
SMITH ASSET MANAGEMENT GROUP LP 110.02%0.02%0.02%Q2 2021Q2 20211
Cordatus Wealth Management LLC 110.95%0.95%0.95%Q3 2022Q3 20221
Pinnacle Wealth Advisors 110.01%0.01%0.01%Q2 2021Q2 20211
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Alambic Investment Management, L.P. 110.27%0.27%0.27%Q3 2018Q3 20181
Seven Springs Wealth Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Wealthspire Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Wealth Quarterback LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Centennial Wealth Advisory LLC 110.18%0.18%0.18%Q4 2020Q4 20201
Zweig-DiMenna Associates LLC 110.38%0.38%0.38%Q4 2013Q4 20131
Casdin Capital, LLC 110.62%0.62%0.62%Q4 2022Q4 20221
CAMBRIDGE TRUST CO 110.00%0.00%0.00%Q4 2021Q4 20211
Astrantus Ltd 110.15%0.15%0.15%Q4 2021Q4 20211
Mitra Capital LLC 115.27%5.27%5.27%Q1 2017Q1 20171
Brevan Howard Capital Management LP 110.01%0.01%0.01%Q3 2023Q3 20231
Amiya Capital LLP 110.89%0.89%0.89%Q2 2014Q2 20141
Lebenthal Global Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Barnett & Company, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
CR Intrinsic Investors, LLC 110.14%0.14%0.14%Q1 2014Q1 20141
MCDONALD PARTNERS LLC 110.01%0.01%0.01%Q4 2021Q4 20211
LEVEL FOUR FINANCIAL, LLC 110.13%0.13%0.13%Q4 2020Q4 20201
Manteio Capital LLC 110.29%0.29%0.29%Q4 2021Q4 20211
CAPITAL GUARDIAN TRUST CO 110.00%0.00%0.00%Q1 2016Q1 20161
Spouting Rock Asset Management, LLC 110.32%0.32%0.32%Q4 2020Q4 20201
iA Global Asset Management Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
TWIN FOCUS CAPITAL PARTNERS, LLC 110.08%0.08%0.08%Q3 2020Q3 20201
My Personal CFO, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Spark Investment Management LLC 110.13%0.13%0.13%Q4 2014Q4 20141
BRASADA CAPITAL MANAGEMENT, LP 110.02%0.02%0.02%Q4 2017Q4 20171
Soros Fund Management 110.01%0.01%0.01%Q4 2015Q4 20151
Carroll Investors, Inc 110.04%0.04%0.04%Q4 2021Q4 20211
GQ Asset Management, LLC 110.11%0.11%0.11%Q2 2019Q2 20191
Pictet Asset Management Holding SA 110.02%0.02%0.02%Q3 2023Q3 20231
Platte River Capital LLC 110.07%0.07%0.07%Q1 2014Q1 20141
HHR Asset Management, LLC 111.90%1.90%1.90%Q1 2020Q1 20201
CHOREO, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
FOSTER DYKEMA CABOT & CO INC/MA 110.00%0.00%0.00%Q2 2023Q2 20231
Fisher Asset Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Valued Wealth Advisors LLC 110.00%0.00%0.00%Q4 2023Q4 20231
BADGLEY PHELPS & BELL INC 110.01%0.01%0.01%Q2 2021Q2 20211
PARADIGM ASSET MANAGEMENT CO LLC 110.04%0.04%0.04%Q3 2018Q3 20181
Raleigh Capital Management Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
MinichMacGregor Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
AMERICAFIRST CAPITAL MANAGEMENT, LLC 110.85%0.85%0.85%Q3 2017Q3 20171
LUCUS ADVISORS LLC 110.48%0.48%0.48%Q2 2017Q2 20171
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q3 2021Q3 20211
DISCOVERY CAPITAL MANAGEMENT, LLC / CT 110.02%0.02%0.02%Q4 2013Q4 20131
LMR Partners LLP 110.11%0.11%0.11%Q1 2023Q1 20231
HighTower Trust Company, N.A. 110.29%0.29%0.29%Q2 2022Q2 20221
Melvin Capital Management LP 111.00%1.00%1.00%Q2 2019Q2 20191
Ten Capital Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Cornerstone Advisory, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Argent Advisors, Inc. 110.03%0.03%0.03%Q4 2019Q4 20191
Apella Capital, LLC 110.15%0.15%0.15%Q4 2023Q4 20231
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
FIL Ltd 110.00%0.00%0.00%Q3 2020Q3 20201
ANALYTIC INVESTORS, LLC 110.00%0.00%0.00%Q3 2014Q3 20141
Houlihan Financial Resource Group, Ltd. 110.06%0.06%0.06%Q3 2020Q3 20201
Activest Wealth Management 110.00%0.00%0.00%Q3 2021Q3 20211
State of Tennessee, Treasury Department 110.01%0.01%0.01%Q4 2016Q4 20161
Pinnacle Family Advisors, LLC 110.21%0.21%0.21%Q2 2020Q2 20201
Meridian Wealth Partners, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Ramirez Asset Management, Inc. 110.03%0.03%0.03%Q3 2023Q3 20231
Southpoint Capital Advisors LP 110.12%0.12%0.12%Q1 2014Q1 20141
Tibra Equities Europe Ltd 110.17%0.17%0.17%Q2 2019Q2 20191
Clear Perspectives Financial Planning, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
HHM Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Index Management Solutions, LLC 110.01%0.01%0.01%Q2 2015Q2 20151
Silicon Valley Capital Partners 110.00%0.00%0.00%Q1 2023Q1 20231
Crawford Lake Capital Management, LLC 110.70%0.70%0.70%Q4 2016Q4 20161
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
SEI TRUST CO 110.00%0.00%0.00%Q4 2013Q4 20131
Anfield Capital Management, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
FFT WEALTH MANAGEMENT LLC 110.02%0.02%0.02%Q2 2023Q2 20231
MBB PUBLIC MARKETS I LLC 110.01%0.01%0.01%Q4 2021Q4 20211
WELCH & FORBES LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Birchcreek Wealth Management, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
QRG CAPITAL MANAGEMENT, INC. 110.13%0.13%0.13%Q3 2023Q3 20231
Knowledge Leaders Capital, LLC 110.72%0.72%0.72%Q4 2022Q4 20221
Vident Advisory, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
BRANDYWINE OAK PRIVATE WEALTH LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Pluribus Labs, LLC 110.24%0.24%0.24%Q4 2021Q4 20211
Pinz Capital Management, LP 110.03%0.03%0.03%Q4 2019Q4 20191
ALLSTATE INVESTMENT MANAGEMENT CO 110.03%0.03%0.03%Q4 2022Q4 20221
Kula Investments, LLC 110.19%0.19%0.19%Q4 2022Q4 20221
SOUTH TEXAS MONEY MANAGEMENT LTD 110.02%0.02%0.02%Q3 2019Q3 20191
Jump Trading, LLC 110.15%0.15%0.15%Q1 2019Q1 20191
Capital CS Group, LLC 110.61%0.61%0.61%Q3 2021Q3 20211
VitalStone Financial, LLC 110.30%0.30%0.30%Q3 2023Q3 20231
Operose Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Ballentine Partners, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Envestnet Portfolio Solutions, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
Aft, Forsyth & Sober, LLC 110.08%0.08%0.08%Q4 2019Q4 20191
Community Bank, N.A. 110.00%0.00%0.00%Q3 2022Q3 20221
United Community Bank 110.12%0.12%0.12%Q3 2023Q3 20231
Mariner Wealth Advisors-Cincinnati, LLC 110.02%0.02%0.02%Q4 2016Q4 20161
Byrne Asset Management LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Durable Capital Partners LP 111.65%1.65%1.65%Q3 2023Q3 20231
OCCUDO QUANTITATIVE STRATEGIES LP 110.20%0.20%0.20%Q4 2020Q4 20201
CITIZENS FINANCIAL GROUP INC/RI 110.00%0.00%0.00%Q2 2020Q2 20201
Annis Gardner Whiting Capital Advisors, LLC 110.19%0.19%0.19%Q3 2023Q3 20231
Calamos Wealth Management LLC 110.38%0.38%0.38%Q3 2023Q3 20231
FAIRFIELD, BUSH & CO. 110.00%0.00%0.00%Q2 2022Q2 20221
GAMCO INVESTORS, INC. ET AL 110.00%0.00%0.00%Q2 2019Q2 20191
NICOLET BANKSHARES INC 110.06%0.06%0.06%Q2 2023Q2 20231
Retirement Planning Co of New England, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
LEVITT CAPITAL MANAGEMENT LLC 110.35%0.35%0.35%Q1 2014Q1 20141
PACIFIC SUN FINANCIAL CORP 110.14%0.14%0.14%Q4 2017Q4 20171
OFI INVEST ASSET MANAGEMENT 110.00%0.00%0.00%Q3 2023Q3 20231
Cordant, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Jeneq Management LP 110.12%0.12%0.12%Q1 2022Q1 20221
CXI Advisors 110.02%0.02%0.02%Q4 2019Q4 20191
Founders Financial Alliance, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
IndexIQ Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Manatuck Hill Partners, LLC 110.28%0.28%0.28%Q3 2023Q3 20231
GABELLI FUNDS LLC 110.02%0.02%0.02%Q2 2019Q2 20191
AMERICAN NATIONAL BANK 110.00%0.00%0.00%Q3 2022Q3 20221
CHILDRESS CAPITAL ADVISORS, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
First Citizens Financial Corp 110.17%0.17%0.17%Q2 2021Q2 20211
Turim 21 Investimentos Ltda. 110.00%0.00%0.00%Q1 2021Q1 20211
Braun-Bostich & Associates Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
Athanor Capital, LP 110.20%0.20%0.20%Q4 2019Q4 20191
CastleArk Alternatives, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
SeaTown Holdings Pte. Ltd. 110.06%0.06%0.06%Q1 2021Q1 20211
CNB Bank 110.00%0.00%0.00%Q4 2020Q4 20201
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.14%0.14%0.14%Q3 2023Q3 20231
Authentikos Wealth Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Sheets Smith Investment Management 111.69%1.69%1.69%Q4 2020Q4 20201
Baystate Wealth Management LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Safeguard Financial, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Capital Bank & Trust Co 110.00%0.00%0.00%Q1 2020Q1 20201
SouthState Corp 110.00%0.00%0.00%Q3 2020Q3 20201
FormulaFolio Investments, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
CG Asset Management LLC 110.72%0.72%0.72%Q1 2015Q1 20151
PNC Managed Account Solutions, Inc. 110.03%0.03%0.03%Q2 2021Q2 20211
Tiger Eye Capital LLC 110.23%0.23%0.23%Q3 2018Q3 20181
Genus Capital Management Inc. 110.14%0.14%0.14%Q3 2023Q3 20231
Kowal Investment Group, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
ST GERMAIN D J CO INC 110.00%0.00%0.00%Q2 2023Q2 20231
Bremer Bank National Association 110.01%0.01%0.01%Q1 2019Q1 20191
New England Private Wealth Advisors LLC 110.05%0.05%0.05%Q2 2019Q2 20191
Ceros Financial Services Inc. 110.04%0.04%0.04%Q1 2019Q1 20191
Colonial River Wealth Management, LLC 111.12%1.12%1.12%Q3 2021Q3 20211
Weiss Asset Management LP 110.02%0.02%0.02%Q1 2022Q1 20221
Altus Wealth Group LLC 110.00%0.00%0.00%Q4 2020Q4 20201
MARSICO CAPITAL MANAGEMENT LLC 110.06%0.06%0.06%Q4 2013Q4 20131
Qsemble Capital Management, LP 110.47%0.47%0.47%Q4 2022Q4 20221
Castleview Partners, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
BluePath Capital Management, LLC 110.35%0.35%0.35%Q3 2023Q3 20231
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
One Wealth Advisors, LLC 110.13%0.13%0.13%Q3 2018Q3 20181
PAX Financial Group, LLC 110.07%0.07%0.07%Q4 2021Q4 20211
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2019Q4 20191
J2 Capital Management Inc 110.19%0.19%0.19%Q4 2021Q4 20211
Rinkey Investments 110.00%0.00%0.00%Q4 2021Q4 20211
O'Dell Group, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Bluefin Trading, LLC 110.06%0.06%0.06%Q2 2014Q2 20141
Kovitz Investment Group Partners, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
West Oak Capital, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Olympiad Research LP 110.09%0.09%0.09%Q4 2021Q4 20211
WealthPLAN Partners, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Parisi Gray Wealth Management 110.00%0.00%0.00%Q4 2017Q4 20171
BAIRD ROBERT W & CO INC /WI/ 110.01%0.01%0.01%Q3 2014Q3 20141
Blossom Wealth Management 110.68%0.68%0.68%Q3 2023Q3 20231
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Global Endowment Management, LP 110.51%0.51%0.51%Q4 2017Q4 20171
Karp Capital Management Corp 110.00%0.00%0.00%Q1 2017Q1 20171
Horrell Capital Management, Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
Bellwether Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.13%0.13%0.13%Q3 2019Q3 20191
Beck Bode, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Harbour Capital Advisors, LLC 110.18%0.18%0.18%Q1 2015Q1 20151
RS INVESTMENT MANAGEMENT CO LLC 110.01%0.01%0.01%Q1 2014Q1 20141
Svenska Handelsbanken AB (publ) 111.12%1.12%1.12%Q3 2020Q3 20201
National Wealth Management Group, LLC 110.38%0.38%0.38%Q2 2022Q2 20221
CAPSTONE ASSET MANAGEMENT CO 110.01%0.01%0.01%Q2 2017Q2 20171
Lebenthal Asset Management, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
WFA of San Diego, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Intrinsic Edge Capital Management LLC 110.23%0.23%0.23%Q2 2018Q2 20181
Swedbank 110.42%0.42%0.42%Q4 2020Q4 20201
BRAUN STACEY ASSOCIATES INC 110.02%0.02%0.02%Q4 2020Q4 20201
Oribel Capital Management, LP 111.11%1.11%1.11%Q4 2022Q4 20221
MONETA GROUP INVESTMENT ADVISORS LLC 110.08%0.08%0.08%Q4 2020Q4 20201
Signition LP 110.22%0.22%0.22%Q2 2018Q2 20181
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 110.29%0.29%0.29%Q2 2022Q2 20221
Clarus Wealth Advisors 110.00%0.00%0.00%Q2 2019Q2 20191
Hatteras Investment Partners, LP 110.60%0.60%0.60%Q1 2016Q1 20161
Wagner Wealth Management, LLC 110.04%0.04%0.04%Q3 2022Q3 20221
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.22%0.22%0.22%Q4 2020Q4 20201
BOULDER HILL CAPITAL MANAGEMENT LP 110.54%0.54%0.54%Q4 2021Q4 20211
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 110.16%0.16%0.16%Q2 2021Q2 20211
Meridian Financial Partners LLC 110.56%0.56%0.56%Q1 2020Q1 20201
AdvisorShares Investments LLC 110.40%0.40%0.40%Q2 2020Q2 20201
Odey Asset Management Group Ltd 110.05%0.05%0.05%Q2 2020Q2 20201
External links

This page lists all the filers that currently own VEEVA SYS INC or have owned VEEVA SYS INC in the past.