WD-40 CO shareholder history

Current and past WD-40 CO shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 30110.00%0.00%0.00%Q2 2013Q3 202391
Citadel Advisors 2710.00%0.00%0.01%Q2 2013Q3 202374
MUFG Americas Holdings Corp 48480.00%0.00%0.02%Q4 2010Q3 202248
D. E. Shaw & Co., Inc. 1220.00%0.00%0.01%Q3 2013Q3 202347
GOLDMAN SACHS GROUP INC 4240.00%0.00%0.01%Q1 2012Q3 202346
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.02%Q2 2013Q3 202345
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 43430.00%0.01%0.01%Q1 2013Q3 202343
TEXAS PERMANENT SCHOOL FUND CORP 43430.01%0.02%0.04%Q1 2013Q3 202343
CREDIT SUISSE AG/ 43430.00%0.00%0.01%Q1 2013Q3 202343
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 42420.00%0.00%0.06%Q2 2013Q3 202342
TRUIST FINANCIAL CORP 42420.00%0.02%0.03%Q2 2013Q3 202342
ALLIANCEBERNSTEIN L.P. 42420.00%0.00%0.00%Q2 2013Q3 202342
STATE STREET CORP 42420.00%0.00%0.01%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
TD Capital Management LLC 42420.06%0.18%0.36%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.01%0.01%Q2 2013Q3 202342
PRINCIPAL FINANCIAL GROUP INC 42420.01%0.02%0.04%Q2 2013Q3 202342
Renaissance Technologies 42420.04%0.09%0.14%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.00%0.00%Q2 2013Q3 202342
GEODE CAPITAL MANAGEMENT, LLC 42420.00%0.01%0.01%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.06%0.11%0.17%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 42420.30%0.59%1.28%Q2 2013Q3 202342
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42420.01%0.01%0.01%Q2 2013Q3 202342
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 42420.00%0.01%0.02%Q2 2013Q3 202342
RHUMBLINE ADVISERS 42420.01%0.01%0.02%Q2 2013Q3 202342
THRIVENT FINANCIAL FOR LUTHERANS 42420.00%0.00%0.01%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.01%0.01%Q2 2013Q3 202342
Swiss National Bank 42420.00%0.00%0.01%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.00%0.05%0.14%Q2 2013Q3 202342
REIK & CO., LLC 42420.40%0.69%1.19%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.00%0.00%0.00%Q2 2013Q3 202342
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 42420.00%0.00%0.00%Q2 2013Q3 202342
VANGUARD GROUP INC 42420.00%0.01%0.01%Q2 2013Q3 202342
UBS ASSET MANAGEMENT AMERICAS INC 42420.00%0.00%0.00%Q2 2013Q3 202342
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 42420.01%0.01%0.02%Q2 2013Q3 202342
NEW YORK STATE COMMON RETIREMENT FUND 42420.00%0.00%0.01%Q2 2013Q3 202342
PRUDENTIAL FINANCIAL INC 42420.00%0.01%0.01%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.00%0.01%Q2 2013Q3 202342
VOYA INVESTMENT MANAGEMENT LLC 42420.00%0.00%0.00%Q2 2013Q3 202342
FIRST MANHATTAN CO. LLC. 42420.00%0.00%0.00%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.01%0.03%0.04%Q2 2013Q3 202342
AMERICAN INTERNATIONAL GROUP, INC. 42420.00%0.01%0.01%Q2 2013Q3 202342
PUBLIC SECTOR PENSION INVESTMENT BOARD 42420.00%0.02%0.07%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.02%0.04%Q2 2013Q3 202342
GAMCO INVESTORS, INC. ET AL 42420.02%0.05%0.11%Q2 2013Q3 202342
NORGES BANK 4020.00%0.01%0.01%Q2 2012Q4 202242
FARMERS & MERCHANTS INVESTMENTS INC 42420.00%0.00%0.00%Q2 2013Q3 202342
BlackRock Inc. 42420.00%0.01%0.02%Q2 2013Q3 202342
GABELLI FUNDS LLC 42420.01%0.01%0.03%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.01%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.00%Q2 2013Q3 202342
Arizona State Retirement System 3380.01%0.01%0.05%Q1 2013Q3 202341
DEUTSCHE BANK AG\ 41410.00%0.00%0.01%Q3 2013Q3 202341
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 3650.00%0.01%0.01%Q2 2013Q3 202341
METROPOLITAN LIFE INSURANCE CO/NY 3470.01%0.01%0.02%Q2 2013Q3 202341
BARCLAYS PLC 31100.00%0.00%0.00%Q2 2013Q3 202341
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 41410.00%0.00%0.00%Q3 2013Q3 202341
State of Tennessee, Treasury Department 3280.00%0.01%0.01%Q3 2013Q3 202340
AQR Capital Management 3810.00%0.00%0.01%Q4 2012Q3 202340
Creative Planning 2180.00%0.00%0.00%Q2 2013Q3 202340
Louisiana State Employees Retirement System 40400.02%0.04%0.06%Q4 2013Q3 202340
BNP PARIBAS FINANCIAL MARKETS 3520.00%0.00%0.01%Q2 2013Q3 202340
WOLVERINE TRADING, LLC 1010.00%0.00%0.00%Q2 2016Q3 202340
BANK OF MONTREAL /CAN/ 3710.00%0.00%0.00%Q2 2013Q3 202340
STIFEL FINANCIAL CORP 39390.00%0.01%0.01%Q1 2014Q3 202339
ACADIAN ASSET MANAGEMENT LLC 3230.00%0.09%0.39%Q3 2013Q3 202339
First Horizon Advisors, Inc. 3420.00%0.01%0.05%Q1 2012Q3 202339
COMERICA BANK 3810.01%0.03%0.10%Q3 2013Q3 202339
RICE HALL JAMES & ASSOCIATES, LLC 3630.01%0.01%0.02%Q4 2013Q3 202339
ENVESTNET ASSET MANAGEMENT INC 2050.00%0.00%0.01%Q2 2013Q3 202339
Private Advisor Group, LLC 3720.00%0.03%0.09%Q4 2013Q3 202339
GREAT WEST LIFE ASSURANCE CO /CAN/ 23160.00%0.01%0.01%Q4 2013Q3 202339
PITTENGER & ANDERSON INC 38380.01%0.03%0.05%Q2 2014Q3 202338
CENTRAL TRUST Co 28100.00%0.02%0.05%Q2 2013Q3 202338
DOWLING & YAHNKE LLC 38380.03%0.09%0.16%Q2 2013Q3 202238
LOS ANGELES CAPITAL MANAGEMENT LLC 38380.00%0.01%0.02%Q2 2013Q3 202238
MARTINGALE ASSET MANAGEMENT L P 1930.00%0.03%0.11%Q2 2013Q3 202338
BOKF, NA 3260.01%0.01%0.02%Q2 2013Q4 202238
TRUST CO OF VERMONT 3110.00%0.00%0.01%Q4 2013Q3 202338
Legal & General Group Plc 37370.00%0.00%0.01%Q3 2014Q3 202337
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202337
ROCKY MOUNTAIN ADVISERS, LLC 37370.00%0.02%0.02%Q3 2014Q3 202337
ProShare Advisors LLC 2420.00%0.01%0.04%Q2 2013Q3 202336
FIRST TRUST ADVISORS LP 1560.00%0.02%0.09%Q2 2013Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.00%0.01%0.01%Q2 2013Q1 202236
NISA INVESTMENT ADVISORS, LLC 36360.00%0.00%0.01%Q4 2014Q3 202336
Allworth Financial LP 35350.00%0.00%0.01%Q1 2015Q3 202335
REGIONS FINANCIAL CORP 1610.00%0.00%0.01%Q4 2013Q3 202335
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 35350.00%0.05%0.15%Q1 2015Q3 202335
J.P. Morgan Private Wealth Advisors LLC 3140.00%0.00%0.01%Q2 2013Q3 202335
PEAK6 Group LLC 1020.00%0.00%0.01%Q2 2013Q2 201834
GLENMEDE TRUST CO NA 2010.00%0.00%0.01%Q4 2013Q3 202334
VICTORY CAPITAL MANAGEMENT INC 34340.00%0.00%0.01%Q2 2015Q3 202334
PRICE T ROWE ASSOCIATES INC /MD/ 2770.00%0.00%0.01%Q2 2013Q3 202334
FEDERATED HERMES, INC. 3220.00%0.02%0.09%Q3 2013Q3 202334
SEI INVESTMENTS CO 3210.00%0.00%0.01%Q4 2014Q3 202333
Zurcher Kantonalbank (Zurich Cantonalbank) 2490.00%0.00%0.00%Q1 2015Q3 202333
LPL Financial LLC 2410.00%0.00%0.00%Q4 2013Q3 202333
Versant Capital Management, Inc 33330.00%0.01%0.01%Q4 2015Q4 202333
TOCQUEVILLE ASSET MANAGEMENT L.P. 2710.00%0.01%0.02%Q2 2013Q2 202233
GW&K Investment Management, LLC 33330.00%0.41%0.75%Q2 2013Q2 202133
OARSMAN CAPITAL, INC. 2750.09%0.15%0.33%Q3 2015Q3 202332
MILLENNIUM MANAGEMENT LLC 1210.00%0.00%0.03%Q2 2013Q3 202332
AMG National Trust Bank 32320.01%0.02%0.03%Q4 2015Q3 202332
QUADRANT CAPITAL GROUP LLC 31310.00%0.00%0.02%Q1 2016Q3 202331
COMMERCE BANK 3010.00%0.01%0.01%Q1 2013Q4 202131
SCHULHOFF & CO INC 31310.12%0.16%0.24%Q1 2016Q3 202331
MASON STREET ADVISORS, LLC 31310.00%0.01%0.02%Q2 2013Q4 202031
BBVA USA Bancshares, Inc. 2560.05%0.10%0.16%Q2 2013Q1 202131
RAYMOND JAMES & ASSOCIATES 31310.00%0.00%0.01%Q1 2016Q3 202331
ROYCE & ASSOCIATES LP 31310.00%0.01%0.03%Q2 2013Q4 202031
Tower Research Capital LLC (TRC) 1410.00%0.01%0.02%Q3 2013Q3 202330
PEAK6 Investments LLC 1110.00%0.00%0.01%Q4 2018Q1 202330
Tortoise Investment Management, LLC 30300.00%0.00%0.01%Q2 2016Q3 202330
NATIXIS ADVISORS, L.P. 2810.00%0.07%0.11%Q2 2013Q3 202330
Neuberger Berman Group LLC 30300.04%0.15%0.28%Q2 2016Q3 202330
SG Americas Securities, LLC 1010.00%0.01%0.03%Q2 2013Q3 202330
Regal Partners Ltd 30303.00%7.13%13.37%Q1 2013Q2 202030
Aperio Group, LLC 29290.00%0.01%0.01%Q4 2013Q4 202029
Johnson Financial Group, Inc. 29290.00%0.00%0.01%Q2 2015Q2 202229
BLAIR WILLIAM & CO/IL 1840.00%0.02%0.10%Q2 2013Q2 202129
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1710.00%0.01%0.08%Q2 2013Q3 202329
State of Alaska, Department of Revenue 28280.01%0.02%0.04%Q4 2016Q3 202328
Walleye Trading LLC 310.00%0.00%0.01%Q3 2015Q3 202328
Parkside Financial Bank & Trust 28280.00%0.00%0.00%Q4 2016Q3 202328
SIGNATUREFD, LLC 2350.00%0.00%0.01%Q3 2015Q3 202328
Wellington Shields Capital Management, LLC 28280.04%0.24%0.34%Q2 2013Q1 202028
Sutton Wealth Advisors Inc. 28280.01%0.02%0.02%Q1 2016Q4 202228
TEACHER RETIREMENT SYSTEM OF TEXAS 1310.00%0.00%0.00%Q2 2013Q3 202328
Conestoga Capital Advisors, LLC 28280.18%1.17%1.93%Q4 2016Q3 202328
CAPITAL MANAGEMENT ASSOCIATES /NY/ 28280.37%1.63%2.26%Q2 2013Q1 202028
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.01%Q2 2013Q4 201927
Ameritas Investment Partners, Inc. 27270.01%0.01%0.01%Q1 2017Q3 202327
AMALGAMATED BANK 2070.01%0.01%0.02%Q4 2016Q3 202327
Winslow, Evans & Crocker, Inc. 27270.00%0.00%0.00%Q4 2013Q2 202027
EVERENCE CAPITAL MANAGEMENT INC 27270.02%0.06%0.10%Q1 2017Q3 202327
Advisory Services Network, LLC 1310.00%0.01%0.02%Q4 2013Q1 202327
IFP Advisors, Inc 1440.00%0.00%0.00%Q4 2015Q4 202226
PineBridge Investments, L.P. 1880.00%0.01%0.04%Q2 2013Q4 201926
BB&T SECURITIES, LLC 26260.01%0.05%0.13%Q2 2013Q3 201926
PROFUND ADVISORS LLC 1810.01%0.01%0.02%Q3 2013Q2 202226
Geneos Wealth Management Inc. 26260.02%0.04%0.06%Q1 2016Q2 202226
Cutler Group LLC / CA 810.00%0.00%0.01%Q4 2015Q3 202226
Bridge City Capital, LLC 26260.44%1.27%2.29%Q2 2017Q3 202326
Advisors Asset Management, Inc. 26260.00%0.02%0.05%Q4 2015Q1 202226
Crossmark Global Holdings, Inc. 2110.01%0.01%0.02%Q3 2016Q3 202325
HUNTINGTON NATIONAL BANK 1810.00%0.00%0.00%Q2 2010Q3 202325
PARADIGM ASSET MANAGEMENT CO LLC 2320.01%0.06%0.15%Q3 2013Q3 202025
PARNASSUS INVESTMENTS, LLC 25250.03%0.75%1.06%Q2 2013Q2 201925
Janney Montgomery Scott LLC 2140.00%0.01%0.08%Q2 2015Q3 202325
Steward Partners Investment Advisory, LLC 1870.00%0.00%0.00%Q1 2017Q3 202325
DF DENT & CO INC 25250.02%0.08%0.22%Q3 2017Q3 202325
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1780.02%0.40%1.09%Q2 2017Q3 202325
Municipal Employees' Retirement System of Michigan 1860.02%0.03%0.05%Q1 2014Q1 202024
STRS OHIO 1420.00%0.00%0.01%Q2 2013Q3 202324
TIAA CREF INVESTMENT MANAGEMENT LLC 24240.00%0.00%0.01%Q2 2013Q1 201924
Allianz Asset Management GmbH 1710.00%0.00%0.01%Q4 2014Q4 202124
Russell Investments Group, Ltd. 2130.00%0.01%0.02%Q4 2016Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.02%Q4 2017Q3 202324
TEACHERS ADVISORS, LLC 24240.00%0.00%0.01%Q2 2013Q1 201924
PANAGORA ASSET MANAGEMENT INC 1680.00%0.00%0.00%Q3 2013Q2 202124
MetLife Investment Management, LLC 24240.01%0.01%0.02%Q4 2017Q3 202324
Gradient Investments LLC 1810.00%0.00%0.01%Q2 2017Q3 202324
Avior Wealth Management, LLC 24240.06%0.16%0.32%Q4 2017Q3 202324
Parallel Advisors, LLC 1410.00%0.00%0.01%Q4 2016Q3 202324
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 23230.00%0.00%0.00%Q1 2018Q3 202323
FIFTH THIRD BANCORP 1940.00%0.00%0.00%Q1 2015Q3 202323
OPPENHEIMER ASSET MANAGEMENT INC. 2030.00%0.00%0.01%Q1 2017Q3 202323
SUNTRUST BANKS INC 1050.00%0.04%0.23%Q2 2013Q3 201923
Man Group plc 23230.02%0.08%0.14%Q1 2018Q3 202323
UMB Bank, n.a. 23230.01%0.01%0.02%Q1 2014Q3 201923
Glassman Wealth Services 23230.00%0.00%0.00%Q1 2018Q3 202323
BESSEMER GROUP INC 2120.00%0.01%0.07%Q3 2016Q3 202323
WINTON GROUP Ltd 23230.02%0.10%0.25%Q1 2018Q3 202323
FMR LLC 2110.00%0.00%0.00%Q2 2013Q3 202323
Texas Yale Capital Corp. 22220.04%0.07%0.10%Q2 2018Q3 202322
COZAD ASSET MANAGEMENT INC 22220.03%0.08%0.17%Q2 2018Q3 202322
Cambridge Investment Research Advisors, Inc. 22220.00%0.00%0.01%Q2 2018Q3 202322
M&T BANK CORP 1390.00%0.00%0.00%Q2 2013Q3 202322
LS Investment Advisors, LLC 2110.00%0.01%0.01%Q2 2015Q1 202122
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 22220.01%0.02%0.04%Q2 2018Q3 202322
QS Investors, LLC 22220.00%0.00%0.01%Q4 2015Q1 202122
HighTower Advisors, LLC 1140.00%0.00%0.01%Q2 2015Q3 202322
Employees Retirement System of Texas 21210.01%0.01%0.02%Q2 2013Q2 201821
HANCOCK WHITNEY CORP 21210.04%0.06%0.10%Q3 2018Q3 202321
AdvisorNet Financial, Inc 1740.00%0.01%0.02%Q4 2017Q3 202321
TD ASSET MANAGEMENT INC 21210.00%0.01%0.03%Q3 2018Q3 202321
Bruderman Asset Management, LLC 1920.06%0.09%0.12%Q1 2015Q1 202121
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
HERMES INVESTMENT MANAGEMENT LTD 21210.16%0.30%0.48%Q2 2013Q2 201821
CWM, LLC 1380.00%0.01%0.01%Q2 2018Q3 202321
STONEBRIDGE CAPITAL MANAGEMENT INC 21210.08%0.13%0.18%Q2 2018Q2 202321
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 20200.01%0.01%0.02%Q4 2018Q3 202320
CAPITAL ONE, NATIONAL ASSOCIATION 20200.07%0.18%0.42%Q3 2013Q2 201820
North Star Investment Management Corp. 1190.01%0.01%0.02%Q1 2017Q1 202220
Rodgers Brothers Inc. 1730.04%0.06%0.08%Q3 2018Q3 202320
Lindbrook Capital, LLC 20200.00%0.01%0.02%Q4 2018Q3 202320
Laurel Wealth Advisors LLC 20200.02%0.04%0.08%Q4 2018Q3 202320
American Portfolios Advisors 20200.01%0.01%0.02%Q4 2017Q3 202220
Mercer Capital Advisers, Inc. 20200.01%0.01%0.02%Q4 2014Q3 201920
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 1280.11%0.18%0.24%Q4 2015Q4 202020
Holocene Advisors, LP 1010.00%0.01%0.03%Q4 2017Q3 202320
Allred Capital Management, LLC 20200.17%0.24%0.38%Q4 2018Q3 202320
Voya Financial Advisors, Inc. 19190.02%0.03%0.05%Q2 2017Q4 202119
CAPTRUST FINANCIAL ADVISORS 19190.00%0.01%0.02%Q1 2019Q3 202319
Silvant Capital Management LLC 19190.02%0.06%0.10%Q1 2018Q3 202219
ASSETMARK, INC 19190.00%0.00%0.00%Q4 2015Q2 202019
SIMPLEX TRADING, LLC 610.00%0.00%0.01%Q4 2014Q3 202319
Meridian Wealth Management, LLC 1540.02%0.07%0.17%Q3 2018Q3 202319
VIRGINIA RETIREMENT SYSTEMS ET AL 950.00%0.01%0.03%Q2 2018Q3 202319
SCHRODER INVESTMENT MANAGEMENT GROUP 1110.00%0.01%0.04%Q2 2013Q3 202219
FIRST INTERSTATE BANK 18180.01%0.02%0.03%Q3 2015Q4 201918
LAZARD ASSET MANAGEMENT LLC 18180.00%0.00%0.02%Q1 2019Q2 202318
RWA WEALTH PARTNERS, LLC 18180.02%0.03%0.04%Q1 2018Q2 202218
SEGALL BRYANT & HAMILL, LLC 18180.00%0.01%0.01%Q2 2014Q3 201818
Nationwide Fund Advisors 18180.00%0.00%0.01%Q2 2013Q3 201718
Baird Financial Group, Inc. 18180.00%0.00%0.00%Q2 2019Q3 202318
Commonwealth Equity Services, Inc 18180.01%0.01%0.02%Q2 2013Q3 201718
APG Asset Management N.V. 18180.03%0.46%0.76%Q2 2019Q3 202318
Westhampton Capital, LLC 18181.85%2.67%3.73%Q2 2019Q3 202318
GUGGENHEIM CAPITAL LLC 1610.00%0.00%0.01%Q2 2015Q4 202018
Nuveen Asset Management, LLC 18180.00%0.00%0.01%Q2 2019Q3 202318
EAGLE ASSET MANAGEMENT INC 1620.02%0.04%0.06%Q1 2017Q3 202318
JANE STREET GROUP, LLC 1110.00%0.00%0.00%Q2 2017Q3 202318
FRANKLIN RESOURCES INC 17170.00%0.00%0.01%Q3 2019Q3 202317
RIVERHEAD CAPITAL MANAGEMENT LLC 17170.00%0.01%0.03%Q3 2015Q3 201917
HOLLENCREST CAPITAL MANAGEMENT 17170.02%0.03%0.04%Q3 2019Q3 202317
BREWIN DOLPHIN LTD 17170.00%0.01%0.03%Q3 2017Q3 202117
Squarepoint Ops LLC 810.00%0.02%0.06%Q1 2016Q3 202317
Cubist Systematic Strategies, LLC 1410.00%0.01%0.05%Q4 2018Q3 202317
BLUESTEIN R H & CO LLC 1610.01%0.02%0.04%Q1 2018Q2 202217
CAPSTONE ASSET MANAGEMENT CO 17170.01%0.01%0.02%Q2 2013Q2 201717
ENTERPRISE FINANCIAL SERVICES CORP 17170.02%0.03%0.06%Q2 2017Q2 202117
Capital Bank & Trust Co 16160.00%0.00%0.01%Q2 2017Q1 202116
Ensign Peak Advisors, Inc 16160.00%0.01%0.01%Q4 2019Q3 202316
VOLORIDGE INVESTMENT MANAGEMENT, LLC 820.00%0.02%0.04%Q1 2019Q3 202316
Quantbot Technologies LP 410.00%0.03%0.08%Q3 2015Q2 202316
Intercontinental Wealth Advisors, LLC 1420.05%0.24%0.42%Q4 2018Q2 202316
Smithfield Trust Co 1330.00%0.00%0.00%Q3 2017Q3 202316
Inspire Investing, LLC 1510.03%0.07%0.20%Q4 2017Q3 202316
abrdn plc 1420.00%0.06%0.08%Q3 2017Q3 202316
King Wealth Management Group 1330.04%0.07%0.14%Q3 2019Q3 202316
Prestige Wealth Management Group LLC 1510.00%0.00%0.00%Q4 2018Q3 202316
WFG Advisors, LP 16160.00%0.01%0.01%Q2 2013Q1 201716
Mine & Arao Wealth Creation & Management, LLC. 16160.01%0.02%0.02%Q4 2019Q3 202316
WASHINGTON TRUST Co 1510.00%0.00%0.00%Q2 2018Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.01%0.01%0.02%Q4 2019Q3 202316
BENJAMIN F. EDWARDS & COMPANY, INC. 16160.00%0.01%0.02%Q1 2018Q4 202116
Center for Financial Planning, Inc. 16160.01%0.01%0.02%Q4 2019Q3 202316
HOWARD WEALTH MANAGEMENT, LLC 1050.14%0.21%0.35%Q4 2019Q3 202315
GENEVA CAPITAL MANAGEMENT LLC 15150.41%0.73%0.96%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
Old North State Trust, LLC 630.01%0.01%0.02%Q3 2018Q1 202315
BlackRock Group LTD 15150.00%0.00%0.00%Q2 2013Q4 201615
Pavion Blue Capital, LLC 15150.36%0.54%0.84%Q1 2020Q3 202315
BlackRock Investment Management, LLC 15150.01%0.01%0.01%Q2 2013Q4 201615
ABERDEEN ASSET MANAGEMENT PLC/UK 15150.01%0.05%0.13%Q4 2013Q2 201715
OFI Advisors LLC 1140.01%0.01%0.02%Q3 2011Q3 201515
BlackRock Fund Advisors 15150.01%0.02%0.02%Q2 2013Q4 201615
FDx Advisors, Inc. 920.01%0.02%0.04%Q4 2013Q2 201915
CIM INVESTMENT MANAGEMENT INC 1050.08%0.11%0.17%Q2 2019Q3 202315
BLACKROCK ADVISORS LLC 15150.00%0.00%0.00%Q2 2013Q4 201615
BlackRock Institutional Trust Company, N.A. 15150.01%0.01%0.01%Q2 2013Q4 201615
Advisor Group, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
Freedom Investment Management, Inc. 14140.02%0.03%0.10%Q4 2014Q1 201814
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 810.00%0.00%0.00%Q1 2017Q2 202314
Vestcor Inc 14140.01%0.04%0.07%Q2 2020Q3 202314
MSI Financial Services Inc 860.00%0.00%0.01%Q2 2013Q4 201614
Oliver Luxxe Assets LLC 1310.36%0.52%0.76%Q4 2015Q3 202314
Handelsbanken Fonder AB 14140.00%0.00%0.01%Q2 2020Q3 202314
BALYASNY ASSET MANAGEMENT L.P. 620.00%0.01%0.01%Q2 2019Q3 202314
Wealthspire Advisors, L.P. 14140.00%0.00%0.00%Q4 2015Q1 201914
CVA Family Office, LLC 14140.00%0.00%0.01%Q1 2020Q2 202314
NWAM LLC 810.01%0.04%0.06%Q3 2018Q3 202314
FORT, L.P. 14140.03%0.41%0.64%Q2 2018Q3 202114
SYNOVUS FINANCIAL CORP 1030.00%0.00%0.00%Q2 2013Q2 202013
Numeric Investors LLC 13130.00%0.02%0.08%Q4 2014Q4 201713
Parallax Volatility Advisers, L.P. 310.00%0.00%0.00%Q4 2014Q4 201813
BRYN MAWR TRUST Co 510.01%0.01%0.02%Q2 2018Q3 202313
EXCHANGE TRADED CONCEPTS, LLC 13130.02%0.04%0.09%Q2 2020Q2 202313
COLDSTREAM CAPITAL MANAGEMENT INC 810.01%0.02%0.03%Q3 2018Q2 202213
WBH ADVISORY INC 1120.02%0.05%0.06%Q4 2018Q1 202213
CAROLINAS WEALTH CONSULTING LLC 13130.00%0.00%0.00%Q2 2020Q2 202313
CONGRESS ASSET MANAGEMENT CO /MA 940.00%0.01%0.03%Q3 2017Q3 202113
AMERICAN CENTURY COMPANIES INC 760.00%0.00%0.00%Q3 2017Q3 202313
MinichMacGregor Wealth Management, LLC 1210.00%0.01%0.01%Q4 2015Q4 202213
1st Global Advisors, Inc. 940.03%0.05%0.08%Q2 2013Q3 201613
First Bank & Trust 13130.00%0.00%0.00%Q2 2019Q2 202213
GSA CAPITAL PARTNERS LLP 410.03%0.07%0.16%Q1 2016Q3 202313
Glen Harbor Capital Management LLC 12120.00%0.01%0.01%Q4 2016Q3 201912
Meadow Creek Investment Management LLC 12120.00%0.01%0.01%Q4 2016Q3 201912
AlphaCrest Capital Management LLC 720.02%0.08%0.23%Q1 2019Q2 202212
Elkfork Partners LLC 12120.00%0.01%0.01%Q4 2016Q3 201912
Robeco Institutional Asset Management B.V. 750.00%0.04%0.12%Q1 2016Q3 202112
First City Capital Management, Inc. 910.07%0.10%0.16%Q1 2014Q4 202012
ALPS ADVISORS INC 620.00%0.00%0.01%Q3 2016Q3 202312
Stokes Family Office, LLC 910.02%0.04%0.06%Q4 2019Q3 202312
Berman Capital Advisors, LLC 12120.01%0.01%0.01%Q4 2018Q3 202112
Rosenberg Matthew Hamilton 12120.02%0.04%0.08%Q4 2020Q3 202312
EDGE ASSET MANAGEMENT, INC 12120.03%0.10%0.14%Q2 2013Q1 201612
MACQUARIE GROUP LTD 12120.00%0.00%0.00%Q4 2019Q3 202212
Neuburgh Advisers LLC 12120.00%0.01%0.01%Q4 2016Q3 201912
SHELTON CAPITAL MANAGEMENT 750.01%0.01%0.02%Q3 2018Q4 202112
Raymond James Financial Services Advisors, Inc. 750.00%0.00%0.01%Q3 2018Q4 202112
TCI Wealth Advisors, Inc. 830.00%0.00%0.01%Q1 2020Q1 202311
Curbstone Financial Management Corp 11110.29%0.38%0.46%Q2 2021Q4 202311
STRATTON MANAGEMENT CO 11110.19%0.30%0.74%Q2 2013Q4 201511
Paloma Partners Management Co 310.00%0.01%0.02%Q4 2013Q3 202011
Kessler Investment Group, LLC 11110.11%0.15%0.18%Q3 2014Q1 201711
DEERE & CO 11110.04%0.06%0.09%Q2 2013Q4 201511
Walleye Capital LLC 220.00%0.01%0.08%Q1 2019Q3 202311
O'Shares Investment Advisers, LLC 11110.04%0.07%0.11%Q3 2019Q1 202211
State of Wyoming 11110.00%0.02%0.05%Q1 2021Q3 202311
SYMPHONY ASSET MANAGEMENT LLC 11110.03%0.05%0.07%Q2 2016Q4 201811
Simplicity Solutions, LLC 11110.01%0.04%0.06%Q1 2021Q3 202311
VALUE HOLDINGS LP 11110.87%1.66%2.03%Q2 2013Q4 201511
South Dakota Investment Council 11110.01%0.01%0.01%Q2 2017Q4 201911
MEEDER ASSET MANAGEMENT INC 1010.00%0.00%0.00%Q1 2017Q3 202211
6 Meridian 830.03%0.05%0.11%Q4 2017Q4 202111
Fiera Capital Corp 11110.00%0.00%0.00%Q1 2020Q3 202211
SPRINGBANK VALUE PARTNERS LP 11110.53%1.15%1.52%Q2 2013Q4 201511
BUCKHEAD CAPITAL MANAGEMENT LLC 650.06%0.08%0.17%Q4 2020Q3 202311
Virtus Fund Advisers, LLC 650.00%0.09%0.26%Q2 2014Q4 201711
AVIVA PLC 610.00%0.01%0.03%Q4 2019Q3 202311
MARTIN & CO INC /TN/ 11110.15%0.19%0.24%Q2 2013Q4 201511
MCDONALD PARTNERS LLC 740.29%0.43%0.58%Q4 2020Q3 202311
NAPLES GLOBAL ADVISORS, LLC 11110.14%0.17%0.20%Q4 2013Q2 201611
NFJ INVESTMENT GROUP, LLC 10100.05%0.11%0.15%Q1 2021Q2 202310
Summit Global Investments 520.01%0.08%0.15%Q4 2016Q4 202110
Baillie Gifford 10100.00%0.00%0.00%Q4 2020Q1 202310
JONES FINANCIAL COMPANIES LLLP 10100.00%0.00%0.00%Q4 2020Q1 202310
SHELL ASSET MANAGEMENT CO 10100.01%0.04%0.06%Q2 2013Q3 201510
RUSSELL FRANK CO/ 820.00%0.00%0.01%Q2 2013Q1 201610
TWO SIGMA SECURITIES, LLC 660.01%0.02%0.04%Q2 2022Q3 202310
CAPITAL FUND MANAGEMENT S.A. 710.00%0.01%0.01%Q2 2013Q4 201810
GPS Wealth Strategies Group, LLC 730.02%0.03%0.06%Q1 2021Q3 202310
SRS Capital Advisors, Inc. 10100.00%0.00%0.00%Q2 2021Q3 202310
GAM Holding AG 510.00%0.02%0.03%Q2 2013Q3 201910
OppenheimerFunds, Inc. 10100.00%0.00%0.02%Q4 2016Q1 201910
BENJAMIN EDWARDS INC 730.00%0.12%0.38%Q1 2020Q1 202310
Mitsubishi UFJ Asset Management (UK) Ltd. 730.23%0.61%1.28%Q1 2020Q3 202310
FLAGSHIP HARBOR ADVISORS, LLC 10100.01%0.01%0.01%Q2 2018Q3 202010
TWO SIGMA ADVISERS, LP 410.00%0.00%0.01%Q2 2013Q3 202310
DAVENPORT & Co LLC 10100.01%0.01%0.01%Q2 2021Q3 202310
HRT FINANCIAL LP 410.00%0.01%0.03%Q3 2019Q3 202310
State of New Jersey Common Pension Fund D 10100.01%0.01%0.01%Q2 2021Q3 202310
Bridgewater Associates 10100.02%0.03%0.04%Q2 2021Q3 202310
Xact Kapitalforvaltning AB 10100.00%0.01%0.02%Q4 2017Q1 202010
Accel Wealth Management 10100.02%0.03%0.05%Q4 2020Q1 202310
MARSHALL WACE, LLP 510.00%0.01%0.05%Q1 2016Q3 202310
Global Retirement Partners, LLC 730.00%0.01%0.01%Q4 2017Q3 202310
Semper Trust Co. 910.16%0.23%0.66%Q2 2013Q4 201510
MASSMUTUAL TRUST CO FSB/ADV 10100.00%0.00%0.00%Q3 2021Q4 202310
JANUS HENDERSON GROUP PLC 990.00%0.00%0.00%Q3 2021Q3 20239
NOESIS CAPITAL MANGEMENT CORP 990.32%0.45%0.55%Q2 2013Q2 20159
ADVISOR PARTNERS LLC 990.02%0.04%0.06%Q2 2020Q2 20229
THB ASSET MANAGEMENT 990.25%0.70%0.98%Q2 2013Q2 20159
Royal Fund Management, LLC 990.00%0.01%0.02%Q4 2016Q4 20189
MENTA CAPITAL LLC 410.06%0.11%0.32%Q3 2015Q4 20189
Eagle Bay Advisors LLC 630.00%0.02%0.04%Q2 2021Q3 20239
Point72 Hong Kong Ltd 610.00%0.00%0.01%Q2 2019Q2 20229
D.A. DAVIDSON & CO. 990.00%0.00%0.00%Q2 2015Q2 20179
MANAGED ACCOUNT ADVISORS LLC 990.00%0.00%0.00%Q2 2013Q2 20159
Disciplined Investments, LLC 630.00%0.01%0.04%Q4 2019Q2 20239
Bredin Investment LLC 990.45%0.66%0.82%Q4 2017Q4 20199
Sandy Spring Bank 990.00%0.00%0.00%Q1 2015Q1 20179
CAPITAL GUARDIAN TRUST CO 990.00%0.00%0.00%Q1 2015Q1 20179
HSBC HOLDINGS PLC 410.00%0.00%0.00%Q1 2012Q4 20229
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 810.00%0.00%0.00%Q2 2020Q3 20239
Legato Capital Management LLC 540.05%0.25%1.43%Q4 2016Q3 20239
KBC Group NV 630.00%0.00%0.01%Q1 2019Q3 20239
DB Wealth Management Group, LLC 540.00%0.01%0.01%Q4 2020Q3 20239
TWO SIGMA INVESTMENTS, LP 210.00%0.00%0.01%Q2 2013Q3 20239
LORD, ABBETT & CO. LLC 810.01%0.04%0.08%Q4 2014Q1 20219
Israel Discount Bank of New York 990.01%0.02%0.02%Q1 2017Q1 20199
Cetera Advisor Networks LLC 410.00%0.00%0.01%Q4 2018Q3 20239
TUDOR INVESTMENT CORP ET AL 510.00%0.02%0.04%Q4 2018Q4 20228
Stephens Consulting, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Covestor Ltd 880.00%0.01%0.03%Q4 2021Q3 20238
KENFARB & CO. 880.19%0.22%0.25%Q4 2021Q3 20238
AVANTAX ADVISORY SERVICES, INC. 620.00%0.01%0.01%Q4 2019Q3 20238
Bartlett & Co. LLC 710.00%0.00%0.00%Q4 2020Q4 20238
Allspring Global Investments Holdings, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Wealth Alliance 510.03%0.07%0.12%Q1 2020Q3 20238
FourThought Financial, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
STATE OF WISCONSIN INVESTMENT BOARD 710.00%0.00%0.01%Q1 2020Q3 20238
ALGERT GLOBAL LLC 710.05%0.13%0.20%Q3 2021Q3 20238
PIEDMONT INVESTMENT ADVISORS INC 880.01%0.02%0.03%Q2 2017Q1 20198
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 440.00%0.17%0.41%Q1 2021Q4 20218
FIRST QUADRANT LLC/CA 710.00%0.01%0.01%Q4 2013Q3 20168
Belpointe Asset Management LLC 710.02%0.03%0.06%Q3 2018Q1 20238
Maryland State Retirement & Pension System 440.02%0.03%0.04%Q3 2021Q3 20238
Rockefeller Capital Management L.P. 880.00%0.00%0.00%Q1 2021Q4 20228
Gemmer Asset Management LLC 880.00%0.00%0.00%Q2 2020Q1 20228
BKS ADVISORS, LLC 880.10%0.12%0.14%Q1 2015Q4 20168
JFS WEALTH ADVISORS, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Capital Analysts, LLC 880.00%0.01%0.01%Q2 2018Q1 20208
YOUSIF CAPITAL MANAGEMENT, LLC 880.02%0.02%0.03%Q4 2021Q3 20238
Spark Investment Management LLC 410.03%0.08%0.10%Q4 2013Q4 20198
Schonfeld Strategic Advisors LLC 410.00%0.01%0.01%Q2 2019Q2 20238
Bell Investment Advisors, Inc 620.00%0.00%0.00%Q3 2021Q3 20238
CIM, LLC 510.03%0.06%0.09%Q4 2018Q4 20218
Private Capital Group, LLC 880.01%0.01%0.02%Q4 2017Q3 20198
Clearstead Advisors, LLC 710.02%0.07%0.10%Q4 2020Q3 20238
Granite Investment Partners, LLC 880.09%0.21%0.29%Q4 2021Q3 20238
Snowden Capital Advisors LLC 510.00%0.19%0.34%Q1 2016Q4 20218
HARVEST GROUP WEALTH MANAGEMENT, LLC 880.00%0.01%0.01%Q1 2019Q4 20208
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 410.09%0.14%0.18%Q2 2018Q1 20217
L.M. KOHN & COMPANY 770.36%0.47%0.66%Q1 2022Q3 20237
Dynamic Technology Lab Private Ltd 210.05%0.10%0.23%Q3 2016Q1 20227
BERNZOTT CAPITAL ADVISORS 771.79%2.08%2.36%Q2 2013Q4 20147
PRIVATE TRUST CO NA 770.00%0.00%0.00%Q1 2013Q3 20147
Gary Goldberg Planning Services Inc 770.01%0.09%0.15%Q2 2013Q4 20147
TCW GROUP INC 770.02%0.03%0.04%Q4 2018Q2 20207
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 770.08%0.24%0.43%Q4 2018Q2 20207
Clarkston Capital Partners, LLC 770.16%0.31%0.48%Q4 2013Q2 20157
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20147
JNBA Financial Advisors 770.00%0.00%0.01%Q3 2016Q1 20187
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 770.14%0.29%0.38%Q3 2015Q1 20177
Magnus Financial Group LLC 770.03%0.04%0.06%Q4 2018Q2 20207
Jump Financial, LLC 410.01%0.09%0.23%Q1 2021Q3 20237
Golden State Wealth Management, LLC 430.01%0.05%0.10%Q1 2019Q1 20227
Sowell Financial Services LLC 770.00%0.00%0.00%Q3 2019Q1 20217
COLUMBIA WANGER ASSET MANAGEMENT LLC 770.46%0.60%0.71%Q2 2016Q4 20177
AXIOM INVESTORS LLC /DE 430.04%0.09%0.17%Q1 2016Q4 20207
Vectors Research Management, LLC 770.00%0.01%0.02%Q4 2020Q2 20227
Koshinski Asset Management, Inc. 320.01%0.03%0.05%Q4 2019Q1 20227
Placemark Investments, Inc. 770.01%0.01%0.01%Q2 2013Q4 20147
Qube Research & Technologies Ltd 310.00%0.01%0.02%Q4 2019Q3 20237
First PREMIER Bank 770.01%0.01%0.01%Q1 2022Q3 20237
BAXTER BROS INC 410.06%0.08%0.09%Q1 2014Q2 20187
Manchester Capital Management LLC 430.00%0.00%0.00%Q4 2021Q3 20237
Fieldpoint Private Securities, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
Bangor Savings Bank 660.01%0.01%0.01%Q2 2022Q3 20236
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 310.00%0.02%0.04%Q2 2017Q2 20216
WFA of San Diego, LLC 210.03%0.06%0.08%Q4 2020Q3 20236
Larson Financial Group LLC 660.01%0.01%0.01%Q2 2022Q3 20236
Atlas Private Wealth Management 660.02%0.03%0.03%Q4 2019Q1 20216
Lagoda Investment Management, L.P. 662.75%3.56%5.14%Q2 2017Q3 20186
U S GLOBAL INVESTORS INC 310.00%0.38%0.83%Q4 2016Q1 20206
Schubert & Co 660.00%0.00%0.00%Q4 2021Q1 20236
OLD NATIONAL BANCORP /IN/ 660.02%0.03%0.04%Q2 2013Q3 20146
NEXT Financial Group, Inc 660.00%0.00%0.00%Q3 2014Q4 20156
Sumitomo Mitsui Trust Holdings, Inc. 420.00%0.00%0.00%Q4 2018Q1 20216
Insight Wealth Strategies, LLC 660.03%0.04%0.05%Q2 2021Q3 20226
Sigma Planning Corp 510.01%0.02%0.02%Q4 2018Q2 20206
Redwood Investments, LLC 660.80%1.44%2.21%Q4 2018Q1 20206
Grantham, Mayo, Van Otterloo & Co. LLC 330.00%0.00%0.00%Q3 2014Q1 20166
Karani Asset Management LLC 661.47%1.92%2.60%Q4 2019Q1 20216
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 660.12%0.34%0.66%Q2 2022Q3 20236
Centiva Capital, LP 210.00%0.02%0.04%Q3 2020Q2 20236
Acropolis Investment Management, LLC 330.02%0.02%0.02%Q3 2018Q1 20206
PATHSTONE FAMILY OFFICE, LLC 310.00%0.00%0.01%Q2 2020Q3 20236
UNITED SERVICES AUTOMOBILE ASSOCIATION 660.00%0.00%0.00%Q1 2018Q2 20196
Tarbox Family Office, Inc. 660.00%0.00%0.00%Q4 2019Q1 20216
Edgestream Partners, L.P. 660.03%0.16%0.31%Q3 2021Q4 20226
ClariVest Asset Management LLC 510.01%0.03%0.05%Q4 2013Q1 20216
BRADLEY FOSTER & SARGENT INC/CT 660.01%0.02%0.03%Q3 2015Q4 20166
DUALITY ADVISERS, LP 210.08%0.12%0.21%Q3 2020Q1 20236
Century Capital Management, LLC 660.14%0.22%0.25%Q1 2016Q2 20176
Rehmann Capital Advisory Group 660.00%0.00%0.00%Q2 2018Q3 20196
Highstreet Asset Management Inc. 660.00%0.00%0.00%Q3 2018Q4 20196
UNITED CAPITAL FINANCIAL ADVISORS, LLC 660.00%0.00%0.00%Q2 2016Q3 20176
Cribstone Capital Management, LLC 660.00%0.00%0.00%Q4 2017Q1 20196
Telos Capital Management, Inc. 550.08%0.10%0.12%Q4 2016Q4 20175
SIPHRON CAPITAL MANAGEMENT /CA/ 550.00%0.00%0.01%Q3 2013Q3 20145
Stratos Wealth Partners, LTD. 210.00%0.02%0.07%Q2 2014Q3 20185
DARK FOREST CAPITAL MANAGEMENT LP 320.00%0.04%0.10%Q4 2021Q3 20235
WealthTrust Fairport, LLC 550.00%0.00%0.01%Q1 2018Q1 20195
PICTET ASSET MANAGEMENT SA 320.00%0.00%0.00%Q3 2021Q2 20235
Tributary Capital Management, LLC 550.34%0.46%0.54%Q2 2013Q2 20145
OPTIMUM INVESTMENT ADVISORS 550.00%0.00%0.00%Q1 2018Q1 20195
BRIDGEWAY CAPITAL MANAGEMENT, LLC 550.01%0.01%0.01%Q3 2021Q3 20225
SJS Investment Consulting Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
ExodusPoint Capital Management, LP 110.01%0.01%0.02%Q1 2019Q4 20225
Kestra Advisory Services, LLC 410.00%0.00%0.00%Q1 2021Q2 20225
Skandinaviska Enskilda Banken AB (publ) 410.00%0.01%0.02%Q2 2020Q3 20215
HOWE & RUSLING INC 550.00%0.00%0.01%Q2 2013Q2 20145
Point72 Asset Management, L.P. 210.00%0.01%0.02%Q4 2018Q3 20235
Mariner, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Archer Investment Corp 550.01%0.02%0.02%Q4 2020Q4 20215
Wilmington Funds Management Corp 550.06%0.07%0.08%Q2 2013Q2 20145
Magnetar Financial LLC 110.00%0.01%0.01%Q1 2016Q3 20185
Baldwin Investment Management, LLC 550.04%0.05%0.06%Q4 2020Q4 20215
Jupiter Investment Management Ltd 410.00%0.03%0.11%Q4 2018Q2 20205
Clean Yield Group 320.00%0.00%0.00%Q3 2020Q4 20215
Tradition Wealth Management, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. 550.12%0.24%0.42%Q4 2019Q4 20205
Bell Asset Management Ltd 410.48%0.74%0.90%Q4 2017Q3 20195
CLEAR INVESTMENT RESEARCH, LLC 550.00%0.00%0.00%Q3 2018Q3 20195
Clearstead Trust, LLC 550.15%0.16%0.18%Q3 2022Q3 20235
EATON VANCE MANAGEMENT 550.00%0.00%0.00%Q1 2021Q1 20225
First Allied Advisory Services, Inc. 550.01%0.01%0.01%Q1 2018Q1 20195
Values First Advisors, Inc. 410.00%0.52%0.82%Q2 2021Q1 20235
Enterprise Trust & Investment Co 550.02%0.03%0.03%Q2 2021Q2 20225
FIRST NATIONAL BANK OF OMAHA 550.02%0.02%0.03%Q2 2013Q2 20145
Alberta Investment Management Corp 410.00%0.01%0.01%Q1 2019Q3 20225
Campbell & CO Investment Adviser LLC 210.06%0.20%0.35%Q1 2021Q1 20235
Vigilant Capital Management, LLC 550.00%0.00%0.00%Q3 2021Q3 20225
CADENCE CAPITAL MANAGEMENT LLC 550.03%0.05%0.09%Q2 2013Q2 20145
Krane Funds Advisors LLC 440.02%0.03%0.03%Q2 2020Q1 20214
DENALI ADVISORS LLC 440.07%0.34%0.65%Q4 2015Q3 20164
GROUP ONE TRADING, L.P. 210.00%0.00%0.00%Q3 2021Q2 20234
Financial Management Professionals, Inc. 440.00%0.00%0.00%Q2 2021Q1 20224
ADVISOR PARTNERS II, LLC 310.01%0.01%0.02%Q3 2022Q3 20234
JOYN Advisors, Inc. 440.00%0.00%0.00%Q1 2018Q4 20184
SILVIA MCCOLL WEALTH MANAGEMENT, LLC 440.73%0.82%0.94%Q4 2022Q3 20234
Prospera Financial Services Inc 310.01%0.01%0.02%Q1 2021Q1 20224
Nalls Sherbakoff Group, LLC 310.03%0.04%0.05%Q4 2018Q3 20234
Argentus Capital Management, LLC 440.04%0.06%0.09%Q3 2015Q2 20164
BRIDGES INVESTMENT MANAGEMENT INC 440.04%0.04%0.05%Q4 2018Q3 20194
MML INVESTORS SERVICES, LLC 440.01%0.01%0.01%Q3 2018Q2 20194
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 440.02%0.04%0.05%Q4 2013Q3 20144
EverSource Wealth Advisors, LLC 310.00%0.00%0.01%Q1 2022Q3 20234
Marble Harbor Investment Counsel, LLC 440.03%0.03%0.04%Q4 2022Q3 20234
Crewe Advisors LLC 440.00%0.00%0.00%Q3 2020Q2 20214
Washington Trust Advisors, Inc. 440.00%0.00%0.00%Q4 2021Q3 20224
Harvest Fund Management Co., Ltd 310.00%0.02%0.05%Q3 2018Q3 20234
TFS CAPITAL LLC 310.02%0.07%0.13%Q2 2013Q1 20154
Cerity Partners LLC 310.00%0.00%0.01%Q4 2021Q2 20234
CI INVESTMENTS INC. 440.00%0.00%0.00%Q4 2020Q3 20214
SAWGRASS ASSET MANAGEMENT LLC 440.01%0.01%0.02%Q2 2018Q1 20194
REILLY FINANCIAL ADVISORS, LLC 440.00%0.00%0.00%Q2 2013Q1 20144
Orion Portfolio Solutions, LLC 310.00%0.00%0.00%Q2 2020Q3 20234
Stone Ridge Asset Management LLC 310.01%0.02%0.02%Q4 2018Q1 20204
Corient Private Wealth LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Aptus Capital Advisors, LLC 440.03%0.05%0.08%Q2 2021Q1 20224
Trexquant Investment LP 310.02%0.03%0.04%Q4 2020Q3 20234
Bleakley Financial Group, LLC 440.02%0.02%0.03%Q4 2022Q3 20234
OPPENHEIMER & CO INC 440.06%0.07%0.09%Q4 2015Q3 20164
BOSTON ADVISORS LLC 440.19%0.22%0.25%Q4 2018Q3 20194
Lee Financial Co 440.01%0.01%0.01%Q4 2016Q3 20174
MACKENZIE FINANCIAL CORP 440.00%0.00%0.01%Q4 2015Q3 20164
DekaBank Deutsche Girozentrale 310.01%0.01%0.01%Q2 2021Q3 20234
Ergoteles LLC 210.02%0.04%0.06%Q3 2020Q1 20234
Virtu KCG Holdings LLC 210.01%0.01%0.01%Q4 2013Q2 20174
Virtu Financial LLC 110.01%0.02%0.05%Q3 2017Q2 20234
NATIXIS 210.00%0.00%0.01%Q3 2017Q2 20224
MONEY CONCEPTS CAPITAL CORP 440.00%0.00%0.00%Q1 2022Q4 20224
Joel Isaacson & Co., LLC 440.00%0.00%0.00%Q1 2016Q4 20164
Vident Investment Advisory, LLC 440.01%0.01%0.02%Q4 2017Q3 20184
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
JOHNSON INVESTMENT COUNSEL INC 440.02%0.02%0.02%Q3 2015Q2 20164
Paragon Capital Management Ltd 310.03%0.10%0.13%Q4 2020Q4 20214
PDT Partners, LLC 110.02%0.03%0.05%Q4 2014Q3 20224
NN Investment Partners Holdings N.V. 440.01%0.01%0.01%Q4 2020Q3 20214
Capital Investment Advisory Services, LLC 440.01%0.02%0.02%Q4 2018Q3 20194
FIRST HAWAIIAN BANK 310.00%0.00%0.01%Q2 2013Q1 20194
SALEM INVESTMENT COUNSELORS INC 310.00%0.00%0.00%Q4 2016Q3 20234
FIRST HORIZON CORP 440.00%0.00%0.00%Q3 2020Q2 20214
Chanos & Co LP 330.25%0.46%0.70%Q4 2022Q2 20234
C Partners Holding GmbH 440.04%0.09%0.11%Q4 2017Q3 20184
PRUDENTIAL PLC 440.00%0.01%0.01%Q1 2021Q4 20214
Balentine LLC 440.00%0.00%0.00%Q1 2017Q4 20174
Gotham Asset Management, LLC 110.01%0.01%0.02%Q4 2013Q3 20234
DEARBORN PARTNERS LLC 330.02%0.02%0.02%Q1 2020Q3 20203
VAN ECK ASSOCIATES CORP 330.00%0.00%0.00%Q1 2021Q3 20213
ALPINE WOODS CAPITAL INVESTORS, LLC 330.01%0.01%0.02%Q1 2015Q3 20153
Berger Financial Group, Inc 330.03%0.04%0.06%Q4 2021Q2 20223
JACOBS LEVY EQUITY MANAGEMENT, INC 330.01%0.01%0.02%Q3 2013Q1 20143
AHL Partners LLP 210.01%0.02%0.04%Q2 2016Q2 20173
Mondrian Investment Partners LTD 330.00%0.02%0.05%Q3 2015Q1 20163
Sageworth Trust Co 330.00%0.00%0.00%Q2 2021Q4 20213
OCCUDO QUANTITATIVE STRATEGIES LP 330.11%0.12%0.14%Q4 2022Q2 20233
ELLINGTON MANAGEMENT GROUP LLC 110.06%0.13%0.23%Q3 2016Q1 20203
Quantamental Technologies LLC 210.05%0.08%0.12%Q2 2019Q2 20223
Sageworth Trust Co of South Dakota 330.00%0.01%0.01%Q4 2021Q2 20223
Householder Group Estate & Retirement Specialist, LLC 110.00%0.01%0.02%Q3 2022Q3 20233
Verition Fund Management LLC 110.00%0.01%0.02%Q3 2016Q1 20233
WASHINGTON TRUST BANK 330.00%0.00%0.00%Q2 2016Q4 20163
Jefferies Group LLC 210.00%0.00%0.00%Q3 2017Q3 20223
WealthTrust-Arizona, LLC 330.00%0.00%0.00%Q2 2016Q4 20163
Quadrature Capital Ltd 110.02%0.03%0.03%Q3 2016Q3 20233
Graham Capital Management, L.P. 210.01%0.03%0.05%Q3 2022Q3 20233
WELLINGTON MANAGEMENT GROUP LLP 210.00%0.00%0.00%Q3 2021Q1 20233
Carroll Financial Associates, Inc. 210.00%0.00%0.00%Q2 2019Q3 20213
Chicago Partners Investment Group LLC 210.00%0.00%0.00%Q3 2017Q2 20183
Arkadios Wealth Advisors 330.00%0.00%0.00%Q4 2020Q2 20213
Hightower 6M Holding, LLC 330.03%0.03%0.03%Q1 2022Q3 20223
PICTET ASSET MANAGEMENT LTD 330.00%0.00%0.00%Q4 2020Q2 20213
WP Advisors, LLC 210.03%0.03%0.04%Q2 2018Q1 20193
NAVELLIER & ASSOCIATES INC 330.09%0.12%0.18%Q1 2021Q3 20213
Ellevest, Inc. 210.00%0.00%0.00%Q1 2020Q2 20213
MYCIO WEALTH PARTNERS, LLC 330.00%0.00%0.00%Q1 2016Q3 20163
NewEdge Advisors, LLC 210.00%0.00%0.00%Q4 2022Q3 20233
BROWN BROTHERS HARRIMAN & CO 210.00%0.00%0.00%Q4 2017Q3 20223
MV CAPITAL MANAGEMENT, INC. 330.00%0.00%0.00%Q2 2016Q4 20163
Bogart Wealth, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Greenwich Wealth Management LLC 330.04%0.06%0.08%Q2 2016Q4 20163
Trivant Custom Portfolio Group, LLC 330.06%0.07%0.07%Q1 2023Q3 20233
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 330.19%0.20%0.21%Q1 2023Q3 20233
NorthCoast Asset Management LLC 330.01%0.02%0.02%Q3 2015Q1 20163
ICA Group Wealth Management, LLC 330.00%0.00%0.01%Q4 2022Q2 20233
FULLER & THALER ASSET MANAGEMENT, INC. 330.00%0.00%0.00%Q3 2016Q1 20173
Polen Capital Management 330.01%0.02%0.02%Q2 2020Q4 20203
SYMONS CAPITAL MANAGEMENT INC 330.11%0.11%0.11%Q3 2017Q1 20183
Engineers Gate Manager LP 210.02%0.04%0.10%Q2 2019Q1 20213
CHICAGO EQUITY PARTNERS LLC 330.02%0.03%0.03%Q2 2019Q4 20193
CIBC Private Wealth Group, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
CULLEN/FROST BANKERS, INC. 210.00%0.00%0.00%Q2 2021Q1 20233
Stonegate Investment Group, LLC 210.01%0.01%0.01%Q2 2022Q3 20233
EVERETT HARRIS & CO /CA/ 330.01%0.01%0.02%Q1 2023Q3 20233
Lyon Street Capital, LLC 331.60%2.15%2.70%Q3 2019Q1 20203
Paragon Wealth Strategies, LLC 210.01%0.02%0.02%Q2 2021Q4 20223
ZACKS INVESTMENT MANAGEMENT 110.01%0.01%0.02%Q4 2013Q3 20213
Argent Trust Co 330.01%0.01%0.01%Q1 2023Q3 20233
CAXTON ASSOCIATES LP 210.04%0.06%0.10%Q2 2019Q3 20213
Gyon Technologies Capital Management, LP 110.09%0.65%1.64%Q1 2020Q1 20213
Spouting Rock Asset Management, LLC 220.38%0.42%0.48%Q4 2019Q1 20202
NEW ENGLAND ASSET MANAGEMENT INC 220.01%0.01%0.01%Q2 2018Q3 20182
Financial Gravity Asset Management, Inc. 110.00%0.00%0.00%Q1 2018Q1 20212
KESTRA PRIVATE WEALTH SERVICES, LLC 220.01%0.01%0.01%Q1 2022Q2 20222
USA FINANCIAL FORMULAS 220.00%0.00%0.00%Q2 2020Q3 20202
SWEENEY & MICHEL, LLC 220.12%0.12%0.12%Q2 2023Q3 20232
Fortitude Advisory Group L.L.C. 220.01%0.01%0.01%Q4 2021Q1 20222
ALPHASIMPLEX GROUP, LLC 220.41%0.48%0.55%Q3 2020Q4 20202
INTEGRATED WEALTH COUNSEL, LLC 220.24%0.24%0.25%Q3 2016Q4 20162
Arbiter Partners Capital Management LLC 220.73%0.83%0.94%Q2 2023Q3 20232
AVIANCE CAPITAL MANAGEMENT, LLC 220.00%0.00%0.01%Q3 2013Q4 20132
CAPSTONE INVESTMENT ADVISORS, LLC 110.00%0.01%0.01%Q3 2016Q3 20232
American Money Management, LLC 110.44%0.61%0.78%Q1 2021Q3 20212
Marshall Wace North America L.P. 220.00%0.00%0.00%Q4 2020Q1 20212
Cresset Asset Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
OXFORD ASSET MANAGEMENT LLP 110.01%0.03%0.04%Q4 2018Q3 20192
NEW ENGLAND SECURITIES CORP /MA/ 220.01%0.01%0.01%Q2 2013Q3 20132
Steward Financial Group LLC 110.00%0.00%0.00%Q2 2022Q3 20232
Arabesque Asset Management Ltd 220.81%2.01%3.20%Q4 2019Q1 20202
EAM Investors, LLC 110.46%0.50%0.53%Q4 2018Q1 20202
CIBC Asset Management Inc 110.00%0.00%0.00%Q4 2021Q2 20222
Bedlam Asset Management plc 220.24%0.27%0.30%Q2 2013Q3 20132
WELD CAPITAL MANAGEMENT LLC 110.11%0.15%0.18%Q4 2019Q3 20202
Spire Wealth Management 110.00%0.00%0.00%Q1 2021Q4 20212
CANADA PENSION PLAN INVESTMENT BOARD 220.00%0.01%0.02%Q1 2020Q2 20202
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Hillsdale Investment Management Inc. 110.05%0.07%0.09%Q1 2019Q1 20212
MOODY NATIONAL BANK TRUST DIVISION 220.00%0.00%0.00%Q4 2018Q1 20192
A.R.T. Advisors, LLC 110.01%0.03%0.04%Q1 2016Q4 20182
ONTARIO TEACHERS PENSION PLAN BOARD 110.01%0.01%0.01%Q3 2018Q3 20192
BBVA USA 220.10%0.10%0.11%Q2 2021Q3 20212
BROWN ADVISORY INC 220.00%0.00%0.00%Q4 2018Q1 20192
PRELUDE CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2013Q4 20142
Aquatic Capital Management LLC 110.01%0.02%0.03%Q1 2022Q2 20232
Crestmont Private Wealth LLC 220.15%0.17%0.19%Q4 2022Q1 20232
Retirement Systems of Alabama 220.03%0.03%0.04%Q2 2016Q3 20162
HL FINANCIAL SERVICES LLC 220.00%0.00%0.00%Q3 2018Q4 20182
BI Asset Management Fondsmaeglerselskab A/S 220.08%0.08%0.08%Q4 2019Q1 20202
Karp Capital Management Corp 110.01%0.02%0.03%Q1 2017Q4 20182
Radnor Capital Management, LLC 110.15%0.17%0.18%Q1 2023Q3 20232
WESPAC Advisors SoCal, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
CIBC WORLD MARKET INC. 220.01%0.02%0.02%Q2 2018Q3 20182
Trutina Financial LLC 110.03%0.03%0.03%Q3 2013Q1 20142
EVOKE WEALTH, LLC 220.00%0.00%0.00%Q3 2019Q4 20192
SIGNET FINANCIAL MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 220.00%0.00%0.01%Q2 2023Q3 20232
25 LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Laurion Capital Management LP 110.01%0.01%0.01%Q4 2018Q2 20192
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 220.18%0.19%0.20%Q4 2020Q1 20212
Caption Management, LLC 220.07%0.09%0.11%Q1 2020Q2 20202
TRUE Private Wealth Advisors 220.01%0.01%0.01%Q2 2020Q3 20202
WEDBUSH SECURITIES INC 220.01%0.01%0.01%Q1 2021Q2 20212
ClearBridge Investments 110.00%0.00%0.00%Q4 2018Q1 20202
EPG Wealth Management LLC 220.00%0.00%0.00%Q4 2019Q1 20202
QCI ASSET MANAGEMENT INC/NY 220.00%0.00%0.01%Q1 2017Q2 20172
Key FInancial Inc 220.00%0.00%0.00%Q2 2023Q3 20232
Aspire Private Capital, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
CapWealth Advisors, LLC 220.02%0.03%0.03%Q2 2013Q3 20132
Emerald Acquisition Ltd. 220.00%0.00%0.00%Q2 2016Q3 20162
WBI INVESTMENTS, LLC 110.01%0.04%0.07%Q2 2016Q1 20182
Brouwer & Janachowski, LLC 220.04%0.04%0.04%Q2 2021Q3 20212
Monument Capital Management 220.81%0.88%0.95%Q4 2018Q1 20192
EVERGREEN CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q1 2021Q4 20212
Campbell Wealth Management 110.00%0.04%0.08%Q4 2018Q2 20202
Atom Investors LP 110.04%0.04%0.04%Q1 2019Q4 20212
Assured Investment Management LLC 110.00%0.00%0.01%Q3 2018Q1 20192
Kaizen Advisory, LLC 220.54%0.59%0.64%Q3 2018Q4 20182
Missouri Trust & Investment Co 220.03%0.03%0.03%Q2 2023Q3 20232
Blueshift Asset Management, LLC 110.04%0.04%0.05%Q2 2019Q3 20222
Burleson & Company, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Haverford Trust Co 220.00%0.00%0.00%Q1 2022Q2 20222
New Hampshire Trust 220.00%0.00%0.01%Q4 2022Q1 20232
SYSTM Wealth Solutions LLC 220.03%0.04%0.04%Q4 2022Q1 20232
Itau Unibanco Holding S.A. 110.00%0.02%0.03%Q2 2019Q4 20192
CRAWFORD INVESTMENT COUNSEL INC 220.07%0.08%0.08%Q2 2023Q3 20232
Zebra Capital Management LLC 221.74%1.80%1.86%Q3 2020Q4 20202
Van Hulzen Asset Management, LLC 220.04%0.04%0.04%Q2 2020Q3 20202
FULTON BANK, N.A. 220.01%0.01%0.01%Q3 2023Q4 20232
Mitsubishi UFJ Trust & Banking Corp 220.00%0.00%0.00%Q4 2020Q1 20212
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q4 2017Q2 20202
FOSTER DYKEMA CABOT & CO INC/MA 220.00%0.00%0.00%Q2 2023Q3 20232
AIGEN INVESTMENT MANAGEMENT, LP 110.04%0.04%0.05%Q2 2020Q2 20222
Financial Architects, Inc 110.00%0.00%0.00%Q3 2017Q3 20171
Waratah Capital Advisors Ltd. 110.35%0.35%0.35%Q1 2018Q1 20181
LGT Financial Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
MIRABELLA FINANCIAL SERVICES LLP 110.12%0.12%0.12%Q3 2021Q3 20211
First Trust Direct Indexing L.P. 110.03%0.03%0.03%Q4 2020Q4 20201
XTX MARKETS LLC 110.84%0.84%0.84%Q2 2020Q2 20201
Hall Private Wealth Advisors 111.82%1.82%1.82%Q1 2023Q1 20231
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Tradewinds Capital Management, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
FORA Capital, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Regent Peak Wealth Advisors LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Nachman Norwood & Parrott, Inc 110.02%0.02%0.02%Q3 2020Q3 20201
SII INVESTMENTS INC/WI 110.04%0.04%0.04%Q4 2015Q4 20151
LWM Advisory Services, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Qtron Investments LLC 110.18%0.18%0.18%Q4 2018Q4 20181
FineMark National Bank & Trust 110.00%0.00%0.00%Q2 2016Q2 20161
Virtus Investment Advisers, Inc. 110.18%0.18%0.18%Q3 2022Q3 20221
Artemis Investment Management LLP 110.06%0.06%0.06%Q4 2019Q4 20191
Chandler Asset Management, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Princeton Alpha Management LP 110.04%0.04%0.04%Q3 2016Q3 20161
Cornerstone Advisors, Inc. 110.00%0.00%0.00%Q1 2019Q1 20191
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 110.01%0.01%0.01%Q2 2013Q2 20131
Irish Life Investment Managers Ltd. 110.00%0.00%0.00%Q2 2013Q2 20131
WILSEY ASSET MANAGEMENT INC 110.15%0.15%0.15%Q3 2018Q3 20181
Illinois Municipal Retirement Fund 110.03%0.03%0.03%Q3 2023Q3 20231
Amundi 110.00%0.00%0.00%Q2 2021Q2 20211
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Kalos Management, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
SYSTEMATIC FINANCIAL MANAGEMENT LP 110.01%0.01%0.01%Q3 2013Q3 20131
AdvisorShares Investments LLC 110.10%0.10%0.10%Q3 2023Q3 20231
CREATIVE FINANCIAL DESIGNS INC /ADV 110.00%0.00%0.00%Q3 2023Q3 20231
SEVEN EIGHT CAPITAL, LP 110.05%0.05%0.05%Q1 2020Q1 20201
SEIZERT CAPITAL PARTNERS, LLC 110.06%0.06%0.06%Q2 2019Q2 20191
Proficio Capital Partners LLC 110.00%0.00%0.00%Q2 2019Q2 20191
BOULDER HILL CAPITAL MANAGEMENT LP 110.74%0.74%0.74%Q1 2022Q1 20221
BANK OF NOVA SCOTIA 110.01%0.01%0.01%Q2 2017Q2 20171
NORTHERN TRUST CO OF CONNECTICUT 110.00%0.00%0.00%Q2 2013Q2 20131
PRINCETON CAPITAL MANAGEMENT LLC 110.03%0.03%0.03%Q4 2018Q4 20181
Jacobi Capital Management LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Great Diamond Partners, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
EQUITABLE TRUST CO 110.02%0.02%0.02%Q4 2020Q4 20201
Weiss Multi-Strategy Advisers LLC 110.04%0.04%0.04%Q2 2020Q2 20201
Connor, Clark & Lunn Investment Management Ltd. 110.00%0.00%0.00%Q1 2017Q1 20171
Avion Wealth 110.00%0.00%0.00%Q3 2023Q3 20231
PARK NATIONAL CORP /OH/ 110.01%0.01%0.01%Q4 2017Q4 20171
AlphaMark Advisors, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
COOPER CREEK PARTNERS MANAGEMENT LLC 111.13%1.13%1.13%Q4 2018Q4 20181
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
CSS LLC/IL 110.04%0.04%0.04%Q2 2023Q2 20231
K.J. Harrison & Partners Inc 110.23%0.23%0.23%Q4 2016Q4 20161
Financial Gravity Companies, Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Assenagon Asset Management S.A. 110.03%0.03%0.03%Q4 2017Q4 20171
IBEX WEALTH ADVISORS 110.00%0.00%0.00%Q4 2016Q4 20161
Richard Bernstein Advisors LLC 110.06%0.06%0.06%Q2 2023Q2 20231
SECURITY NATIONAL BANK OF SO DAK 110.16%0.16%0.16%Q2 2021Q2 20211
ALPHA WINDWARD LLC 110.30%0.30%0.30%Q1 2019Q1 20191
Mitsubishi UFJ Securities Holdings Co., Ltd. 111.86%1.86%1.86%Q3 2019Q3 20191
Coe Capital Management, LLC 110.65%0.65%0.65%Q2 2014Q2 20141
Capula Management Ltd 110.01%0.01%0.01%Q2 2021Q2 20211
Ground Swell Capital, LLC 110.05%0.05%0.05%Q3 2014Q3 20141
Pictet Asset Management Holding SA 110.00%0.00%0.00%Q3 2023Q3 20231
SG Capital Management LLC 112.06%2.06%2.06%Q3 2013Q3 20131
FIRST CITIZENS BANK & TRUST CO 110.03%0.03%0.03%Q1 2020Q1 20201
Blue Trust, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
OLIVER LAGORE VANVALIN INVESTMENT GROUP 110.00%0.00%0.00%Q3 2023Q3 20231
RATIONAL ADVISORS LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Amalgamated Financial Corp. 110.01%0.01%0.01%Q1 2022Q1 20221
Y-Intercept (Hong Kong) Ltd 110.04%0.04%0.04%Q1 2023Q1 20231
MCIA Inc 110.43%0.43%0.43%Q4 2020Q4 20201
Cornerstone Advisory, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Trilogy Capital Inc. 110.00%0.00%0.00%Q3 2018Q3 20181
Domani Wealth, LLC 110.14%0.14%0.14%Q4 2018Q4 20181
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Pinnacle Wealth Planning Services, Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
AMUNDI ASSET MANAGEMENT US, INC. 110.00%0.00%0.00%Q1 2021Q1 20211
SOLARIS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2016Q3 20161
TWINBEECH CAPITAL LP 110.04%0.04%0.04%Q4 2020Q4 20201
ERN LLC 112.25%2.25%2.25%Q2 2022Q2 20221
JANICZEK WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
DC Investments Management, LLC 110.12%0.12%0.12%Q2 2020Q2 20201
Summit Trail Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Mosaic Family Wealth, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Knights of Columbus Asset Advisors LLC 110.41%0.41%0.41%Q4 2019Q4 20191
Baker Avenue Asset Management, LP 110.00%0.00%0.00%Q3 2023Q3 20231
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q1 2019Q1 20191
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q2 2017Q2 20171
Crosspoint Capital Strategies, LLC 110.01%0.01%0.01%Q1 2016Q1 20161
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 110.22%0.22%0.22%Q2 2013Q2 20131
Operose Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Versor Investments LP 110.02%0.02%0.02%Q3 2021Q3 20211
REYNOLDS CAPITAL MANAGEMENT LLC 110.13%0.13%0.13%Q4 2013Q4 20131
Argent Advisors, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Concord Wealth Partners 110.00%0.00%0.00%Q2 2021Q2 20211
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
NORTHWEST INVESTMENT COUNSELORS, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Osborn Williams & Donohoe LLC 110.00%0.00%0.00%Q1 2019Q1 20191
NumerixS Investment Technologies Inc 110.01%0.01%0.01%Q3 2016Q3 20161
Wealthcare Advisory Partners LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Independent Portfolio Consultants, Inc. 110.04%0.04%0.04%Q2 2014Q2 20141
Cordant, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Athanor Capital, LP 110.02%0.02%0.02%Q2 2020Q2 20201
Lido Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Atria Investments, Inc 110.01%0.01%0.01%Q4 2019Q4 20191
PNC Managed Account Solutions, Inc. 110.02%0.02%0.02%Q2 2021Q2 20211
Checchi Capital Advisers, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Sequoia Financial Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Integrated Wealth Management 110.00%0.00%0.00%Q1 2015Q1 20151
Pearl River Capital, LLC 110.06%0.06%0.06%Q4 2018Q4 20181
Csenge Advisory Group 110.00%0.00%0.00%Q3 2018Q3 20181
Hatteras Alternative Mutual Funds, LLC 110.25%0.25%0.25%Q2 2014Q2 20141
Wellington Shields & Co., LLC 110.80%0.80%0.80%Q3 2019Q3 20191
One Wealth Advisors, LLC 110.76%0.76%0.76%Q3 2023Q3 20231
DUPONT CAPITAL MANAGEMENT CORP 110.01%0.01%0.01%Q1 2021Q1 20211
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
PHYSICIANS FINANCIAL SERVICES, INC. 110.19%0.19%0.19%Q4 2015Q4 20151
West Oak Capital, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Inscription Capital, LLC 110.05%0.05%0.05%Q2 2022Q2 20221
STEVENS CAPITAL MANAGEMENT LP 110.01%0.01%0.01%Q3 2016Q3 20161
Altus Wealth Group LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Vantage Investment Advisors, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
AGF INVESTMENTS INC. 110.00%0.00%0.00%Q2 2020Q2 20201
Pinnacle Holdings, LLC 110.06%0.06%0.06%Q3 2021Q3 20211
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
BlueCrest Capital Management Ltd 110.02%0.02%0.02%Q1 2016Q1 20161
Bayesian Capital Management, LP 110.08%0.08%0.08%Q2 2021Q2 20211
Lebenthal Asset Management, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Strategic Capital Alternatives LLC 110.10%0.10%0.10%Q3 2015Q3 20151
Kohmann Bosshard Financial Services, LLC 110.10%0.10%0.10%Q2 2019Q2 20191
TORONTO DOMINION BANK 110.00%0.00%0.00%Q2 2020Q2 20201
ROPES WEALTH ADVISORS LLC 110.00%0.00%0.00%Q3 2020Q3 20201
PineStone Asset Management Inc. 110.08%0.08%0.08%Q3 2023Q3 20231
WOLVERINE ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Unigestion Holding SA 110.02%0.02%0.02%Q2 2019Q2 20191
RBF Capital, LLC 110.03%0.03%0.03%Q3 2022Q3 20221
Leap Investments LP 110.28%0.28%0.28%Q3 2019Q3 20191
AMP Capital Investors Ltd 110.00%0.00%0.00%Q1 2016Q1 20161
AlphaCore Capital LLC 110.07%0.07%0.07%Q1 2020Q1 20201
Empowered Funds, LLC 110.57%0.57%0.57%Q4 2018Q4 20181
External links

This page lists all the filers that currently own WD-40 CO or have owned WD-40 CO in the past.