WADDELL & REED FINL INC shareholder history

Current and past WADDELL & REED FINL INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 32320.00%0.00%0.00%Q2 2013Q1 202182
Citadel Advisors 2330.00%0.01%0.11%Q2 2013Q4 202055
Walleye Trading LLC 1310.00%0.00%0.01%Q2 2013Q4 202050
Cutler Group LLC / CA 1410.00%0.00%0.01%Q4 2015Q4 202046
CONTINENTAL ADVISORS LLC 22220.10%1.35%2.44%Q3 2015Q4 202039
GOLDMAN SACHS GROUP INC 3240.00%0.00%0.01%Q1 2012Q1 202138
GLENMEDE TRUST CO NA 3110.00%0.05%0.19%Q1 2008Q3 202038
LEAVELL INVESTMENT MANAGEMENT, INC. 3320.02%0.12%0.31%Q2 2010Q2 202135
NORGES BANK 3320.00%0.01%0.03%Q2 2012Q1 202135
BARCLAYS PLC 32320.00%0.00%0.01%Q2 2013Q1 202134
DEUTSCHE BANK AG\ 31310.00%0.01%0.02%Q3 2013Q1 202134
BANK OF AMERICA CORP /DE/ 32320.00%0.01%0.03%Q2 2013Q1 202133
CREDIT SUISSE AG/ 33330.00%0.00%0.01%Q1 2013Q1 202133
TEXAS PERMANENT SCHOOL FUND CORP 33330.01%0.03%0.06%Q1 2013Q1 202133
AQR Capital Management 3210.00%0.02%0.06%Q4 2012Q1 202133
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 33330.00%0.01%0.03%Q1 2013Q1 202133
RHUMBLINE ADVISERS 32320.01%0.01%0.03%Q2 2013Q1 202132
NEW YORK STATE COMMON RETIREMENT FUND 32320.00%0.02%0.09%Q2 2013Q1 202132
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 32320.01%0.01%0.03%Q2 2013Q1 202132
BANK OF MONTREAL /CAN/ 32320.00%0.00%0.04%Q2 2013Q1 202132
FEDERATED HERMES, INC. 32320.00%0.01%0.03%Q2 2013Q1 202132
Swiss National Bank 32320.00%0.01%0.03%Q2 2013Q1 202132
GAMCO INVESTORS, INC. ET AL 32320.07%0.17%0.30%Q2 2013Q1 202132
FMR LLC 32320.00%0.02%0.06%Q2 2013Q1 202132
PRICE T ROWE ASSOCIATES INC /MD/ 32320.00%0.02%0.06%Q2 2013Q1 202132
STATE STREET CORP 32320.00%0.01%0.02%Q2 2013Q1 202132
PEAK6 Group LLC 720.00%0.01%0.08%Q2 2013Q1 201832
ALLIANCEBERNSTEIN L.P. 32320.00%0.00%0.02%Q2 2013Q1 202132
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 32320.01%0.02%0.06%Q2 2013Q1 202132
GABELLI FUNDS LLC 32320.09%0.18%0.33%Q2 2013Q1 202132
VANGUARD GROUP INC 32320.00%0.01%0.03%Q2 2013Q1 202132
REGIONS FINANCIAL CORP 32320.06%0.16%0.44%Q2 2013Q1 202132
ROYCE & ASSOCIATES LP 32320.00%0.08%0.42%Q2 2013Q1 202132
EATON VANCE MANAGEMENT 32320.00%0.00%0.00%Q2 2013Q1 202132
NISA INVESTMENT ADVISORS, LLC 32320.01%0.02%0.06%Q2 2013Q1 202132
Bank of New York Mellon Corp 32320.00%0.01%0.04%Q2 2013Q1 202132
DIMENSIONAL FUND ADVISORS LP 32320.01%0.02%0.03%Q2 2013Q1 202132
Invesco Ltd. 32320.00%0.02%0.03%Q2 2013Q1 202132
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 32320.00%0.01%0.04%Q2 2013Q1 202132
MANUFACTURERS LIFE INSURANCE COMPANY, THE 32320.00%0.00%0.02%Q2 2013Q1 202132
PRUDENTIAL FINANCIAL INC 32320.00%0.03%0.10%Q2 2013Q1 202132
WELLS FARGO & COMPANY/MN 32320.00%0.01%0.02%Q2 2013Q1 202132
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 32320.00%0.01%0.04%Q2 2013Q1 202132
ROYAL BANK OF CANADA 32320.00%0.00%0.01%Q2 2013Q1 202132
BlackRock Inc. 32320.00%0.01%0.02%Q2 2013Q1 202132
PNC FINANCIAL SERVICES GROUP, INC. 32320.00%0.00%0.01%Q2 2013Q1 202132
Legal & General Group Plc 32320.00%0.00%0.00%Q2 2013Q1 202132
VOYA INVESTMENT MANAGEMENT LLC 32320.00%0.00%0.01%Q2 2013Q1 202132
Ameritas Investment Partners, Inc. 32320.00%0.05%0.31%Q2 2013Q1 202132
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 32320.00%0.01%0.02%Q2 2013Q1 202132
US BANCORP \DE\ 32320.00%0.00%0.00%Q2 2013Q1 202132
AMERICAN INTERNATIONAL GROUP, INC. 32320.00%0.02%0.06%Q2 2013Q1 202132
PARAMETRIC PORTFOLIO ASSOCIATES LLC 32320.00%0.01%0.01%Q2 2013Q1 202132
GEODE CAPITAL MANAGEMENT, LLC 32320.00%0.01%0.02%Q2 2013Q1 202132
THRIVENT FINANCIAL FOR LUTHERANS 32320.00%0.00%0.02%Q2 2013Q1 202132
AMERIPRISE FINANCIAL INC 32320.00%0.01%0.04%Q2 2013Q1 202132
METROPOLITAN LIFE INSURANCE CO/NY 32320.01%0.02%0.04%Q2 2013Q1 202132
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 32320.00%0.01%0.02%Q2 2013Q1 202132
PANAGORA ASSET MANAGEMENT INC 32320.00%0.01%0.10%Q2 2013Q1 202132
UBS ASSET MANAGEMENT AMERICAS INC 32320.00%0.01%0.02%Q2 2013Q1 202132
MORGAN STANLEY 32320.00%0.00%0.01%Q2 2013Q1 202132
PRINCIPAL FINANCIAL GROUP INC 32320.01%0.04%0.22%Q2 2013Q1 202132
NORTHERN TRUST CORP 32320.00%0.01%0.03%Q2 2013Q1 202132
CITIGROUP INC 32320.00%0.00%0.01%Q2 2013Q1 202132
JPMORGAN CHASE & CO 32320.00%0.00%0.01%Q2 2013Q1 202132
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 32320.00%0.01%0.05%Q2 2013Q1 202132
FINANCIAL COUNSELORS INC 18130.01%0.04%0.16%Q2 2013Q1 202131
Arizona State Retirement System 2380.00%0.02%0.05%Q1 2013Q1 202131
GUGGENHEIM CAPITAL LLC 2740.00%0.01%0.04%Q2 2013Q1 202131
MASON STREET ADVISORS, LLC 31310.01%0.02%0.05%Q2 2013Q4 202031
BNP PARIBAS FINANCIAL MARKETS 2290.00%0.00%0.01%Q2 2013Q1 202131
SCHRODER INVESTMENT MANAGEMENT GROUP 31310.00%0.05%0.15%Q2 2013Q4 202031
COMERICA BANK 31310.01%0.02%0.04%Q3 2013Q1 202131
GREAT WEST LIFE ASSURANCE CO /CAN/ 2560.00%0.01%0.07%Q2 2013Q1 202131
Aperio Group, LLC 31310.00%0.01%0.02%Q2 2013Q4 202031
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 18130.00%0.00%0.01%Q2 2013Q1 202131
FIRST TRUST ADVISORS LP 2560.00%0.03%0.07%Q2 2013Q1 202131
FULLER & THALER ASSET MANAGEMENT, INC. 2550.00%0.30%0.93%Q2 2013Q1 202130
Fisher Asset Management, LLC 30300.02%0.12%0.36%Q2 2013Q3 202030
Louisiana State Employees Retirement System 30300.02%0.03%0.08%Q4 2013Q1 202130
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2120.00%0.02%0.08%Q2 2013Q1 202130
Oakworth Capital, Inc. 30300.01%0.03%0.10%Q4 2013Q1 202130
State of Alaska, Department of Revenue 29290.01%0.02%0.04%Q1 2014Q1 202129
SYSTEMATIC FINANCIAL MANAGEMENT LP 29290.02%0.09%0.20%Q2 2013Q2 202029
GATEWAY INVESTMENT ADVISERS LLC 29290.00%0.06%0.21%Q2 2013Q2 202029
Gemmer Asset Management LLC 29290.00%0.00%0.01%Q1 2014Q1 202129
ProShare Advisors LLC 2720.00%0.01%0.07%Q2 2013Q1 202129
STIFEL FINANCIAL CORP 29290.00%0.01%0.05%Q1 2014Q1 202129
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 16120.00%0.01%0.02%Q2 2013Q1 202128
HSBC HOLDINGS PLC 1210.00%0.00%0.00%Q1 2012Q1 202128
AUXIER ASSET MANAGEMENT 2710.03%0.22%0.55%Q2 2013Q4 202028
HighTower Advisors, LLC 2510.00%0.01%0.03%Q2 2013Q1 202128
PITTENGER & ANDERSON INC 28280.00%0.00%0.01%Q2 2014Q1 202128
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 16120.00%0.03%0.09%Q2 2013Q1 202128
Advisors Asset Management, Inc. 2160.00%0.00%0.01%Q2 2013Q1 202127
MILLENNIUM MANAGEMENT LLC 1210.00%0.02%0.11%Q2 2013Q1 202127
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.03%Q2 2013Q4 201927
South Dakota Investment Council 27270.05%0.13%0.22%Q3 2014Q1 202127
FIRST MANHATTAN CO. LLC. 27270.00%0.00%0.01%Q2 2013Q4 201927
HUNTINGTON NATIONAL BANK 1430.00%0.00%0.05%Q1 2009Q1 201927
Gotham Asset Management, LLC 1310.00%0.04%0.13%Q2 2013Q1 202126
First Horizon Advisors, Inc. 1720.00%0.01%0.02%Q1 2012Q3 202026
UBS Group AG 26260.00%0.00%0.00%Q4 2014Q1 202126
SEI INVESTMENTS CO 26260.00%0.00%0.01%Q4 2014Q1 202126
SYNOVUS FINANCIAL CORP 16100.00%0.00%0.01%Q2 2013Q2 202026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 16100.01%0.02%0.05%Q2 2013Q1 202126
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. 26260.08%0.22%0.41%Q2 2013Q3 201926
VICTORY CAPITAL MANAGEMENT INC 26260.00%0.04%0.20%Q4 2014Q1 202126
Municipal Employees' Retirement System of Michigan 2060.01%0.06%0.16%Q3 2013Q1 202026
AMERICAN CENTURY COMPANIES INC 1610.00%0.01%0.06%Q2 2013Q1 202125
State of Tennessee, Treasury Department 1630.00%0.02%0.10%Q3 2013Q1 202125
RAYMOND JAMES & ASSOCIATES 1720.00%0.01%0.03%Q2 2013Q3 202025
Burgundy Asset Management Ltd. 25250.11%0.34%0.93%Q1 2015Q1 202125
ENVESTNET ASSET MANAGEMENT INC 2110.00%0.00%0.02%Q2 2013Q1 202125
Tower Research Capital LLC (TRC) 1010.00%0.01%0.08%Q2 2013Q1 202125
M&R CAPITAL MANAGEMENT INC 1690.02%0.04%0.10%Q2 2013Q1 202025
AMP Capital Investors Ltd 2050.00%0.01%0.01%Q2 2013Q4 201925
Cubist Systematic Strategies, LLC 1410.00%0.03%0.08%Q2 2014Q1 202125
Zurcher Kantonalbank (Zurich Cantonalbank) 24240.00%0.00%0.01%Q1 2015Q4 202024
SG Americas Securities, LLC 1110.00%0.01%0.01%Q2 2013Q1 202124
Nuveen Asset Management, LLC 1680.00%0.02%0.08%Q2 2013Q1 202124
TEACHERS ADVISORS, LLC 24240.00%0.01%0.02%Q2 2013Q1 201924
VALLEY NATIONAL ADVISERS INC 24240.00%0.50%3.17%Q4 2014Q3 202024
AMALGAMATED BANK 14100.00%0.03%0.13%Q4 2013Q1 202024
Paloma Partners Management Co 1410.00%0.02%0.14%Q2 2013Q3 202024
TIAA CREF INVESTMENT MANAGEMENT LLC 24240.00%0.01%0.03%Q2 2013Q1 201924
SECURIAN ASSET MANAGEMENT, INC 23230.01%0.02%0.03%Q3 2011Q1 201723
FIFTH THIRD BANCORP 1820.00%0.00%0.02%Q2 2013Q1 202123
PROFUND ADVISORS LLC 2210.01%0.02%0.05%Q2 2013Q1 202123
ENTERPRISE FINANCIAL SERVICES CORP 1420.00%0.01%0.04%Q2 2013Q4 201923
TD ASSET MANAGEMENT INC 1910.00%0.00%0.00%Q2 2013Q1 202122
D. E. Shaw & Co., Inc. 770.00%0.00%0.02%Q2 2013Q3 202022
PINNACLE ASSOCIATES LTD 22220.01%0.48%1.11%Q2 2013Q3 201822
TWO SIGMA ADVISERS, LP 1410.00%0.01%0.02%Q3 2013Q1 202122
Creative Planning 860.00%0.00%0.00%Q2 2013Q4 202022
Renaissance Technologies 1110.00%0.02%0.10%Q2 2013Q1 202122
Matarin Capital Management, LLC 22220.64%0.86%1.22%Q3 2015Q4 202022
IFP Advisors, Inc 1480.00%0.00%0.01%Q4 2015Q2 202122
MACQUARIE GROUP LTD 1210.00%0.01%0.04%Q2 2013Q1 202122
QS Investors, LLC 810.00%0.05%0.74%Q2 2013Q1 202121
Kovack Advisors, Inc. 20200.00%0.11%0.24%Q2 2016Q1 202121
Advisory Services Network, LLC 1110.00%0.00%0.01%Q4 2013Q3 202021
UNITED SERVICES AUTOMOBILE ASSOCIATION 940.00%0.02%0.08%Q2 2013Q2 201921
LS Investment Advisors, LLC 21210.00%0.00%0.01%Q2 2015Q2 202021
TUDOR INVESTMENT CORP ET AL 710.01%0.05%0.49%Q2 2013Q1 202121
TCI Wealth Advisors, Inc. 1310.00%0.00%0.01%Q4 2012Q1 202121
Cornerstone Advisors, Inc. 21210.00%0.00%0.01%Q3 2015Q3 202021
DUPONT CAPITAL MANAGEMENT CORP 1010.01%0.06%0.15%Q2 2013Q4 202021
ALPHA WINDWARD LLC 1210.02%0.29%0.36%Q2 2013Q3 202021
Versant Capital Management, Inc 1640.00%0.01%0.04%Q4 2015Q1 202120
INGALLS & SNYDER LLC 20200.04%0.05%0.06%Q2 2016Q1 202120
JACOBS LEVY EQUITY MANAGEMENT, INC 1110.01%0.15%0.66%Q2 2013Q3 202020
Jupiter Investment Management Ltd 1030.00%0.37%1.49%Q2 2013Q1 202020
MENTA CAPITAL LLC 610.04%0.24%0.60%Q2 2013Q2 201920
Robeco Institutional Asset Management B.V. 1820.00%0.03%0.05%Q1 2014Q4 202020
BURNEY CO/ 1130.01%0.07%0.20%Q2 2013Q1 202120
KBC Group NV 1310.00%0.03%0.09%Q3 2014Q1 202119
DUNCKER STREETT & CO INC 19190.00%0.02%0.06%Q2 2014Q4 201819
WOLVERINE TRADING, LLC 530.00%0.00%0.00%Q2 2016Q1 202019
Quantbot Technologies LP 610.00%0.05%0.12%Q2 2013Q1 202118
Edge Wealth Management LLC 18180.00%0.00%0.01%Q1 2016Q2 202018
Capital World Investors 18180.00%0.01%0.01%Q4 2016Q1 202118
Sargent Bickham Lagudis LLC 18180.00%0.00%0.01%Q4 2016Q1 202118
Russell Investments Group, Ltd. 18180.00%0.01%0.02%Q4 2016Q1 202118
Plante Moran Financial Advisors, LLC 1080.00%0.03%0.08%Q2 2013Q4 202018
ARGENT CAPITAL MANAGEMENT LLC 1440.04%0.38%0.86%Q2 2013Q1 201818
Nationwide Fund Advisors 18180.00%0.03%0.06%Q2 2013Q3 201718
AMERICAN NATIONAL INSURANCE CO 17170.02%0.05%0.10%Q2 2013Q2 201717
QUADRANT CAPITAL GROUP LLC 1160.00%0.01%0.01%Q2 2016Q1 202117
RATIONAL ADVISORS LLC 1120.01%0.28%0.90%Q2 2011Q1 201717
Heathbridge Capital Management Ltd. 17170.06%0.14%0.22%Q2 2013Q2 201717
Allworth Financial LP 17170.00%0.00%0.00%Q3 2016Q3 202017
TEACHER RETIREMENT SYSTEM OF TEXAS 1340.00%0.00%0.01%Q2 2013Q3 201817
Retirement Systems of Alabama 17170.01%0.03%0.04%Q1 2013Q1 201717
WELLINGTON MANAGEMENT GROUP LLP 1110.00%0.02%0.05%Q2 2013Q3 202017
AJO, LP 610.00%0.21%1.01%Q2 2013Q3 202017
OppenheimerFunds, Inc. 1430.00%0.00%0.01%Q4 2013Q1 201917
RIVERHEAD CAPITAL MANAGEMENT LLC 17170.00%0.01%0.04%Q3 2015Q3 201917
BARROW HANLEY MEWHINNEY & STRAUSS LLC 1520.00%0.01%0.01%Q3 2016Q4 202017
People's United Financial, Inc. 17170.00%0.02%0.07%Q2 2013Q2 201717
PUBLIC SECTOR PENSION INVESTMENT BOARD 16160.01%0.02%0.03%Q2 2017Q1 202116
STATE OF MICHIGAN RETIREMENT SYSTEM 16160.00%0.01%0.02%Q2 2013Q1 201716
CHICAGO EQUITY PARTNERS LLC 970.01%0.17%0.62%Q2 2013Q3 201916
JENSEN INVESTMENT MANAGEMENT INC 1420.01%0.01%0.01%Q2 2013Q3 201716
Cipher Capital LP 1210.02%0.12%0.36%Q2 2014Q2 201916
CIBC WORLD MARKET INC. 510.00%0.00%0.01%Q4 2013Q1 202116
NumerixS Investment Technologies Inc 910.00%0.03%0.10%Q1 2015Q2 202016
AXA S.A. 16160.01%0.02%0.03%Q4 2016Q3 202016
Weaver C. Barksdale & Associates, Inc. 16160.01%0.01%0.01%Q2 2013Q1 201716
Liberty Mutual Group Asset Management Inc. 16160.02%0.04%0.06%Q2 2013Q1 201716
DAVIDSON INVESTMENT ADVISORS 16160.01%0.20%0.40%Q2 2013Q1 201716
BESSEMER GROUP INC 820.00%0.00%0.00%Q2 2013Q4 202015
D.A. DAVIDSON & CO. 15150.00%0.02%0.04%Q2 2013Q4 201615
BlackRock Investment Management, LLC 15150.01%0.02%0.02%Q2 2013Q4 201615
TWO SIGMA INVESTMENTS, LP 610.00%0.02%0.07%Q4 2013Q1 202115
OFI Advisors LLC 1140.01%0.02%0.02%Q3 2011Q3 201515
BlackRock Group LTD 15150.00%0.00%0.01%Q2 2013Q4 201615
BlackRock Institutional Trust Company, N.A. 15150.01%0.02%0.03%Q2 2013Q4 201615
UBS AG 660.00%0.00%0.01%Q2 2013Q3 201415
Brandywine Global Investment Management, LLC 1320.00%0.03%0.04%Q2 2015Q3 202015
Van Berkom & Associates Inc. 15150.69%1.33%1.70%Q4 2016Q2 202015
Advisor Group, Inc. 15150.00%0.01%0.01%Q2 2016Q4 201915
BlackRock Fund Advisors 15150.02%0.04%0.05%Q2 2013Q4 201615
PineBridge Investments, L.P. 1110.00%0.05%0.15%Q2 2013Q4 201915
FineMark National Bank & Trust 15150.00%0.01%0.01%Q2 2013Q4 201615
SALEM INVESTMENT COUNSELORS INC 820.00%0.00%0.00%Q3 2016Q1 202115
KLINGENSTEIN FIELDS & CO LP 15150.02%0.05%0.09%Q2 2013Q4 201615
BRIDGEWAY CAPITAL MANAGEMENT, LLC 15150.02%0.09%0.19%Q3 2017Q1 202115
Parkside Financial Bank & Trust 1140.00%0.00%0.00%Q2 2017Q1 202115
BLACKROCK ADVISORS LLC 15150.00%0.00%0.00%Q2 2013Q4 201615
Skandinaviska Enskilda Banken AB (publ) 15150.05%0.20%0.47%Q2 2017Q4 202015
BALYASNY ASSET MANAGEMENT L.P. 510.00%0.03%0.11%Q2 2013Q3 201914
MARTINGALE ASSET MANAGEMENT L P 610.01%0.05%0.16%Q2 2013Q3 202014
MetLife Investment Management, LLC 14140.01%0.01%0.01%Q4 2017Q1 202114
LOOMIS SAYLES & CO L P 610.00%0.00%0.00%Q4 2014Q1 201914
VIRGINIA RETIREMENT SYSTEMS ET AL 730.01%0.02%0.04%Q4 2013Q3 202014
Welch Group, LLC 14140.02%0.05%0.08%Q2 2013Q3 201614
PEAK6 Investments LLC 660.00%0.00%0.01%Q3 2019Q4 202014
Trexquant Investment LP 610.02%0.07%0.23%Q3 2015Q3 202014
Commonwealth Equity Services, Inc 1040.00%0.01%0.01%Q1 2014Q3 201714
MARKSTON INTERNATIONAL LLC 14140.00%0.00%0.00%Q2 2013Q3 201614
DekaBank Deutsche Girozentrale 810.00%0.00%0.01%Q1 2014Q1 201914
Unison Advisors LLC 14140.07%0.17%0.23%Q4 2017Q1 202114
SUNTRUST BANKS INC 14140.01%0.03%0.06%Q2 2013Q3 201614
FDx Advisors, Inc. 1040.02%0.05%0.13%Q2 2013Q3 201714
Factorial Partners, LLC 14140.52%0.92%1.40%Q4 2017Q1 202114
ICON ADVISERS INC/CO 14140.03%0.65%2.35%Q4 2012Q1 201614
Engineers Gate Manager LP 510.01%0.12%0.29%Q4 2014Q3 202014
NOMURA HOLDINGS INC 1010.00%0.00%0.01%Q4 2012Q4 201613
Proficio Capital Partners LLC 1210.00%0.00%0.00%Q1 2016Q2 201913
Wealthspire Advisors, L.P. 940.00%0.00%0.01%Q4 2015Q1 201913
LPL Financial LLC 610.00%0.00%0.01%Q3 2013Q1 202113
SIGNATUREFD, LLC 510.00%0.00%0.01%Q3 2014Q1 202113
Private Capital Group, LLC 1210.00%0.00%0.01%Q4 2017Q1 202113
LOS ANGELES CAPITAL MANAGEMENT LLC 710.00%0.02%0.08%Q3 2014Q4 202013
HERMES INVESTMENT MANAGEMENT LTD 13130.25%0.77%1.48%Q2 2013Q2 201613
MUFG Americas Holdings Corp 1210.00%0.00%0.00%Q4 2010Q1 201913
ALPS ADVISORS INC 1210.00%0.00%0.01%Q3 2013Q4 201613
Point72 Hong Kong Ltd 310.00%0.04%0.18%Q3 2014Q1 202113
GSA CAPITAL PARTNERS LLP 310.02%0.04%0.11%Q2 2013Q1 202013
Virtu KCG Holdings LLC 1120.00%0.02%0.03%Q4 2013Q1 201713
PIEDMONT INVESTMENT ADVISORS INC 850.00%0.01%0.02%Q3 2013Q1 201913
HERNDON CAPITAL MANAGEMENT LLC 13130.00%2.23%3.25%Q2 2013Q2 201613
STATE OF WISCONSIN INVESTMENT BOARD 1210.00%0.01%0.02%Q2 2013Q1 202113
Vident Investment Advisory, LLC 710.04%0.12%0.17%Q3 2015Q4 202013
WBI INVESTMENTS, LLC 410.04%0.23%0.56%Q2 2013Q1 202113
PUTNAM INVESTMENTS LLC 1120.00%0.01%0.02%Q2 2013Q3 201713
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 840.01%0.03%0.08%Q4 2017Q4 202012
Convergence Investment Partners, LLC 720.04%0.14%0.42%Q1 2014Q1 201912
Tyers Asset Management LLC 12120.00%0.01%0.01%Q4 2016Q3 201912
Neuburgh Advisers LLC 12120.00%0.01%0.01%Q4 2016Q3 201912
GROUP ONE TRADING, L.P. 310.00%0.00%0.00%Q3 2013Q1 202112
LOMBARDIA CAPITAL PARTNERS LLC 930.49%0.85%1.14%Q2 2013Q1 201712
Meadow Creek Investment Management LLC 12120.00%0.00%0.00%Q4 2016Q3 201912
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 930.10%0.16%0.28%Q2 2013Q2 201612
WEDGE CAPITAL MANAGEMENT L L P/NC 930.00%0.19%0.32%Q2 2013Q2 201912
Alberta Investment Management Corp 620.00%0.03%0.06%Q3 2013Q3 202012
NATIONAL PENN INVESTORS TRUST CO /PA 12120.16%0.27%0.36%Q2 2013Q1 201612
Asset Management One Co., Ltd. 710.00%0.00%0.00%Q1 2014Q1 202012
SIMPLEX TRADING, LLC 1010.00%0.01%0.03%Q2 2015Q2 202012
Cambria Investment Management, L.P. 12120.16%0.25%0.44%Q2 2018Q1 202112
BENJAMIN F. EDWARDS & COMPANY, INC. 910.00%0.00%0.00%Q2 2016Q3 201912
RUSSELL FRANK CO/ 12120.00%0.01%0.05%Q2 2013Q1 201612
Man Group plc 12120.01%0.03%0.07%Q1 2018Q4 202012
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 12120.00%0.01%0.02%Q4 2017Q3 202012
Flinton Capital Management LLC 12120.00%0.01%0.02%Q4 2016Q3 201912
Utah Retirement Systems 12120.01%0.02%0.03%Q2 2013Q1 201612
Epoch Investment Partners, Inc. 12120.04%0.08%0.13%Q2 2013Q1 201612
CWM, LLC 11110.00%0.58%1.28%Q2 2016Q4 201811
Foundry Partners, LLC 830.13%0.37%0.63%Q2 2016Q4 201911
Rehmann Capital Advisory Group 510.00%0.04%0.08%Q4 2013Q3 201911
Princeton Alpha Management LP 710.04%0.16%0.38%Q4 2013Q4 201611
BROWN ADVISORY INC 11110.00%0.03%0.05%Q3 2018Q1 202111
Hillsdale Investment Management Inc. 11110.06%0.18%0.28%Q2 2013Q4 201511
TIVERTON ASSET MANAGEMENT LLC 11110.11%0.90%1.28%Q2 2013Q4 201511
ANCHOR CAPITAL ADVISORS LLC 11110.03%0.23%0.40%Q2 2013Q4 201511
WESTPAC BANKING CORP 11110.02%0.03%0.05%Q2 2013Q4 201511
Guinness Asset Management LTD 11110.03%0.09%0.13%Q2 2013Q4 201511
BOKF, NA 1010.01%0.03%0.04%Q3 2013Q2 201611
DALTON GREINER HARTMAN MAHER & CO 11110.04%0.07%0.11%Q2 2013Q4 201511
GLOBEFLEX CAPITAL L P 11110.03%0.29%0.82%Q2 2013Q4 201511
DREMAN VALUE MANAGEMENT, L L C 610.00%0.23%0.62%Q2 2013Q1 201811
PRELUDE CAPITAL MANAGEMENT, LLC 710.00%0.02%0.03%Q3 2013Q1 202111
SHELTON CAPITAL MANAGEMENT 11110.02%0.06%0.10%Q2 2013Q4 201511
ROCKLAND TRUST CO 11110.10%0.16%0.22%Q3 2015Q1 201811
HEARTLAND ADVISORS INC 11110.17%0.60%0.86%Q1 2018Q3 202011
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 11110.00%0.00%0.00%Q3 2018Q1 202111
IBM Retirement Fund 11110.01%0.02%0.03%Q2 2013Q4 201511
CAPSTONE ASSET MANAGEMENT CO 1010.01%0.01%0.02%Q2 2013Q2 201711
STEVENS CAPITAL MANAGEMENT LP 710.01%0.07%0.16%Q4 2013Q2 201911
JANE STREET GROUP, LLC 210.00%0.00%0.01%Q1 2014Q4 202011
AHL Partners LLP 640.04%0.14%0.27%Q3 2014Q4 201710
WINTON GROUP Ltd 610.01%0.07%0.13%Q2 2014Q1 202110
Squarepoint Ops LLC 420.00%0.02%0.06%Q4 2015Q1 202110
CREDIT AGRICOLE S A 10100.00%0.01%0.02%Q2 2014Q3 201610
NEXT Financial Group, Inc 820.00%0.02%0.04%Q1 2015Q3 201710
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 410.00%0.03%0.12%Q1 2013Q2 201610
A.R.T. Advisors, LLC 310.01%0.07%0.29%Q2 2013Q3 201910
Xact Kapitalforvaltning AB 10100.00%0.01%0.01%Q4 2017Q1 202010
FARMERS & MERCHANTS INVESTMENTS INC 10100.00%0.00%0.00%Q2 2013Q3 201510
1ST SOURCE BANK 10100.05%0.26%0.51%Q2 2013Q3 201510
Airain ltd 310.02%0.10%0.28%Q2 2013Q4 201610
THOMPSON DAVIS & CO., INC. 10100.01%0.02%0.02%Q2 2015Q3 201710
AMUNDI ASSET MANAGEMENT US, INC. 730.00%0.00%0.01%Q2 2018Q1 202110
HAHN CAPITAL MANAGEMENT LLC 10100.59%2.27%3.06%Q2 2013Q3 201510
Weather Gauge Advisory, LLC 10100.73%0.92%1.19%Q4 2018Q1 202110
CAPITAL FUND MANAGEMENT S.A. 810.00%0.06%0.14%Q2 2013Q4 201610
BECK MACK & OLIVER LLC 10100.01%0.01%0.01%Q2 2013Q3 201510
Parallel Advisors, LLC 420.00%0.00%0.00%Q4 2016Q1 202110
Dynamic Technology Lab Private Ltd 310.04%0.20%0.98%Q4 2013Q3 201910
Connor, Clark & Lunn Investment Management Ltd. 410.00%0.00%0.01%Q4 2015Q2 202010
Zebra Capital Management LLC 10100.20%0.49%0.76%Q4 2014Q1 201710
FRONTIER CAPITAL MANAGEMENT CO LLC 10100.04%0.16%0.25%Q2 2013Q3 201510
FIRST MERCANTILE TRUST CO 10100.01%0.02%0.04%Q2 2013Q3 201510
Parallax Volatility Advisers, L.P. 990.00%0.00%0.00%Q1 2017Q1 201910
Mitsubishi UFJ Trust & Banking Corp 10100.00%0.00%0.00%Q4 2018Q1 202110
Dynamic Capital Management Ltd 410.18%0.31%0.51%Q2 2013Q4 20169
First City Capital Management, Inc. 990.00%0.00%0.02%Q1 2014Q1 20169
Hayek Kallen Investment Management 810.16%0.27%0.38%Q2 2013Q3 20159
PARADIGM ASSET MANAGEMENT CO LLC 990.01%0.03%0.05%Q3 2013Q3 20159
Quantitative Investment Management, LLC 310.01%0.05%0.12%Q4 2014Q3 20199
Balter Liquid Alternatives, LLC 990.28%0.74%1.32%Q2 2017Q2 20199
WASATCH ADVISORS LP 990.05%0.07%0.10%Q2 2013Q2 20159
EVERENCE CAPITAL MANAGEMENT INC 990.02%0.02%0.03%Q1 2019Q1 20219
Grantham, Mayo, Van Otterloo & Co. LLC 520.00%0.03%0.07%Q3 2013Q1 20219
Barber Financial Group, Inc. 990.06%0.07%0.08%Q2 2018Q2 20209
Lindbrook Capital, LLC 540.00%0.00%0.00%Q4 2018Q1 20219
LAZARD ASSET MANAGEMENT LLC 810.00%0.03%0.05%Q2 2013Q2 20209
JENNISON ASSOCIATES LLC 720.00%0.10%0.22%Q2 2013Q4 20169
Copeland Capital Management, LLC 990.01%0.10%0.35%Q3 2013Q3 20159
Allegis Investment Advisors, LLC 990.08%0.20%0.27%Q4 2015Q4 20179
MANAGED ACCOUNT ADVISORS LLC 990.02%0.03%0.04%Q2 2013Q2 20159
GARGOYLE INVESTMENT ADVISOR L.L.C. 630.12%0.37%0.89%Q1 2015Q1 20189
Neuberger Berman Group LLC 990.00%0.00%0.02%Q2 2013Q2 20159
Stone Ridge Asset Management LLC 990.05%0.06%0.08%Q4 2017Q4 20199
MAIRS & POWER INC 990.01%0.02%0.04%Q2 2013Q2 20159
First Houston Capital, Inc. 540.24%0.64%1.11%Q3 2013Q4 20159
Santa Fe Partners LLC 810.07%0.24%0.43%Q3 2013Q4 20159
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 990.00%0.01%0.01%Q1 2015Q1 20179
Versor Investments LP 720.04%0.09%0.15%Q1 2018Q1 20219
BAHL & GAYNOR INC 990.00%0.01%0.02%Q4 2013Q4 20159
TOCQUEVILLE ASSET MANAGEMENT L.P. 880.00%0.00%0.01%Q2 2013Q1 20158
Monarch Partners Asset Management LLC 880.14%1.12%1.78%Q1 2014Q4 20158
CAPITAL ONE, NATIONAL ASSOCIATION 880.11%0.17%0.24%Q2 2013Q1 20158
Interval Partners, LP 410.05%0.25%0.47%Q2 2014Q1 20208
TDAM USA INC. 530.02%0.04%0.07%Q4 2013Q1 20168
M&T BANK CORP 610.00%0.00%0.01%Q1 2014Q4 20158
ClearBridge Investments 710.00%0.01%0.03%Q2 2013Q2 20158
GAM Holding AG 880.02%0.04%0.06%Q4 2017Q3 20198
Addenda Capital Inc. 880.12%0.16%0.20%Q2 2013Q1 20158
Rockefeller Capital Management L.P. 880.00%0.00%0.00%Q2 2019Q1 20218
STERNE AGEE GROUP, INC. 880.46%0.78%1.29%Q2 2013Q1 20158
FIRST QUADRANT LLC/CA 620.06%0.22%0.47%Q2 2013Q2 20158
FIRSTMERIT BANK N A TRUSTEE 880.02%0.03%0.04%Q2 2013Q1 20158
CANADA PENSION PLAN INVESTMENT BOARD 710.00%0.00%0.01%Q1 2015Q4 20208
CIBC Asset Management Inc 610.00%0.00%0.00%Q1 2014Q4 20208
APG Asset Management N.V. 880.01%0.04%0.07%Q3 2018Q2 20208
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 880.05%0.06%0.08%Q2 2013Q1 20158
LSV ASSET MANAGEMENT 710.00%0.01%0.01%Q2 2016Q1 20218
FRANKLIN RESOURCES INC 320.00%0.00%0.00%Q4 2013Q3 20178
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 320.02%0.14%0.39%Q2 2018Q1 20218
World Asset Management Inc 880.01%0.01%0.02%Q2 2013Q1 20158
CLINTON GROUP INC 710.02%0.11%0.18%Q4 2013Q2 20178
Penserra Capital Management LLC 880.00%0.00%0.01%Q4 2015Q3 20178
JAMES INVESTMENT RESEARCH INC 710.02%0.06%0.09%Q1 2017Q2 20198
BB&T SECURITIES, LLC 880.01%0.01%0.01%Q2 2013Q1 20158
HIGHBRIDGE CAPITAL MANAGEMENT LLC 410.01%0.05%0.17%Q2 2013Q3 20168
Schonfeld Strategic Advisors LLC 310.00%0.04%0.14%Q4 2016Q1 20218
Hexavest Inc. 710.00%0.01%0.01%Q1 2014Q1 20218
Kames Capital Management Ltd 770.05%0.33%0.76%Q2 2013Q4 20147
Vantage Investment Advisors, LLC 770.00%0.00%0.01%Q1 2017Q3 20187
PDT Partners, LLC 610.01%0.05%0.13%Q2 2013Q1 20207
NICHOLAS COMPANY, INC. 770.03%0.08%0.17%Q2 2013Q4 20147
BlackRock Japan Co. Ltd 770.00%0.00%0.02%Q3 2013Q1 20157
ASSETMARK, INC 410.00%0.00%0.00%Q4 2015Q1 20217
Li Winifred I 770.06%0.11%0.17%Q2 2013Q4 20147
OMERS ADMINISTRATION Corp 610.01%0.24%0.39%Q4 2013Q1 20167
BOGLE INVESTMENT MANAGEMENT L P /DE/ 510.09%0.21%0.49%Q2 2013Q4 20157
WRIGHT INVESTORS SERVICE INC 770.11%0.41%0.65%Q2 2013Q4 20147
MEEDER ASSET MANAGEMENT INC 410.00%0.00%0.00%Q2 2016Q1 20217
BLAIR WILLIAM & CO/IL 520.00%0.00%0.01%Q2 2013Q3 20187
OPPENHEIMER & CO INC 610.01%0.03%0.05%Q1 2014Q4 20157
CAPTRUST FINANCIAL ADVISORS 430.00%0.00%0.00%Q3 2018Q1 20217
Channing Capital Management, LLC 770.10%0.51%1.61%Q2 2013Q4 20147
Peloton Wealth Strategists 410.22%0.99%2.40%Q2 2014Q2 20177
Weiss Multi-Strategy Advisers LLC 430.01%0.24%0.77%Q2 2013Q1 20157
Placemark Investments, Inc. 770.01%0.02%0.03%Q2 2013Q4 20147
Jefferies Group LLC 610.00%0.01%0.04%Q2 2013Q2 20157
ARGI Investment Services, LLC 770.04%0.06%0.08%Q3 2016Q1 20187
Verition Fund Management LLC 210.01%0.05%0.23%Q3 2014Q4 20207
Quantitative Systematic Strategies LLC 210.07%0.25%0.59%Q4 2014Q2 20207
MSI Financial Services Inc 770.00%0.00%0.01%Q2 2015Q4 20167
ZACKS INVESTMENT MANAGEMENT 610.02%0.04%0.09%Q2 2013Q1 20187
MACKAY SHIELDS LLC 770.00%0.01%0.02%Q3 2019Q1 20217
CI INVESTMENTS INC. 770.00%0.00%0.00%Q3 2019Q1 20217
JANUS HENDERSON INVESTORS US LLC 770.00%0.02%0.03%Q2 2013Q4 20147
GRIMES & COMPANY, INC. 770.17%0.45%0.72%Q2 2014Q4 20157
Allianz Asset Management GmbH 410.00%0.00%0.00%Q2 2015Q1 20217
NATIXIS 610.00%0.01%0.01%Q3 2017Q4 20207
Virtus Fund Advisers, LLC 770.00%0.00%0.01%Q2 2014Q4 20157
SECURITY NATIONAL TRUST CO 770.00%0.00%0.00%Q2 2013Q4 20147
MONETA GROUP INVESTMENT ADVISORS LLC 430.04%0.10%0.14%Q3 2013Q3 20157
FOX RUN MANAGEMENT, L.L.C. 210.07%0.15%0.23%Q1 2016Q4 20197
Adams Asset Advisors, LLC 770.07%0.11%0.14%Q3 2016Q1 20187
State of New Jersey Common Pension Fund D 770.01%0.01%0.01%Q3 2019Q1 20217
NEW AMSTERDAM PARTNERS LLC/NY 660.33%1.78%2.75%Q2 2013Q3 20146
Radnor Capital Management, LLC 660.11%0.20%0.26%Q4 2016Q1 20186
ExodusPoint Capital Management, LP 330.00%0.01%0.02%Q2 2019Q4 20206
DSM CAPITAL PARTNERS LLC 660.02%0.02%0.03%Q2 2013Q3 20146
OAKBROOK INVESTMENTS LLC 210.01%0.01%0.02%Q2 2013Q4 20156
CADENCE CAPITAL MANAGEMENT LLC 660.04%0.04%0.06%Q4 2014Q1 20166
IFG Advisory, LLC 660.04%0.08%0.12%Q4 2017Q1 20196
SEVEN EIGHT CAPITAL, LP 210.00%0.08%0.14%Q4 2013Q1 20216
PRUDENTIAL PLC 660.03%0.08%0.11%Q2 2013Q3 20146
MUNDER CAPITAL MANAGEMENT 660.09%0.17%0.25%Q2 2013Q3 20146
ELLINGTON MANAGEMENT GROUP LLC 210.06%0.21%0.58%Q2 2013Q4 20186
HRT FINANCIAL LP 210.01%0.12%0.60%Q1 2018Q1 20216
Donald L. Hagan, LLC 660.62%0.79%0.99%Q2 2016Q3 20176
PRIVATE TRUST CO NA 660.00%0.00%0.00%Q1 2013Q2 20146
SEI TRUST CO 660.00%0.01%0.02%Q2 2013Q3 20146
Waverly Advisors, LLC 420.01%0.01%0.03%Q3 2013Q3 20156
Crossmark Global Holdings, Inc. 510.01%0.01%0.01%Q3 2016Q3 20186
Nine Chapters Capital Management LLC 510.02%0.15%0.25%Q2 2013Q4 20146
Gradient Investments LLC 660.00%0.14%0.53%Q4 2014Q1 20166
Holocene Advisors, LP 660.01%0.02%0.03%Q4 2017Q1 20196
O'Shares Investment Advisers, LLC 660.04%0.07%0.12%Q4 2018Q1 20206
BANCORPSOUTH INC 660.07%0.09%0.10%Q1 2016Q2 20176
Calamos Advisors LLC 660.02%0.02%0.02%Q2 2013Q3 20146
Point72 Asset Management, L.P. 310.00%0.01%0.01%Q4 2016Q2 20196
AlphaCrest Capital Management LLC 660.02%0.04%0.06%Q1 2019Q2 20206
MARSHALL WACE, LLP 410.00%0.11%0.25%Q1 2014Q4 20206
Inspire Investing, LLC 510.05%0.07%0.09%Q4 2017Q3 20206
Crow Point Partners, LLC 660.01%0.03%0.05%Q4 2016Q1 20186
Bridgecreek Investment Management, LLC 660.05%0.05%0.06%Q3 2016Q4 20176
SIT INVESTMENT ASSOCIATES INC 660.24%0.30%0.36%Q2 2013Q3 20146
BlueCrest Capital Management Ltd 410.01%0.04%0.15%Q2 2015Q1 20196
Glassman Wealth Services 510.00%0.00%0.00%Q4 2017Q3 20196
Itau Unibanco Holding S.A. 310.00%0.01%0.02%Q1 2017Q4 20196
WRAPMANAGER INC 660.07%0.10%0.12%Q2 2016Q3 20176
Goelzer Investment Management, Inc. 660.60%0.67%0.73%Q1 2013Q2 20146
BOSTON ADVISORS LLC 510.07%0.50%0.68%Q2 2013Q3 20156
6 Meridian 510.02%0.02%0.02%Q3 2018Q1 20206
BROWN BROTHERS HARRIMAN & CO 310.00%0.00%0.00%Q3 2015Q4 20196
Quantinno Capital Management LP 510.20%0.30%0.40%Q1 2019Q3 20206
COMMERCE BANK 660.01%0.02%0.02%Q4 2014Q1 20166
ESSEX INVESTMENT MANAGEMENT CO LLC 660.04%0.05%0.06%Q2 2013Q3 20146
Zions Bancorporation 310.00%0.00%0.00%Q1 2015Q3 20165
BNP Paribas Asset Management Holding S.A. 550.14%0.28%0.39%Q4 2013Q4 20145
LORD, ABBETT & CO. LLC 550.08%0.11%0.15%Q2 2013Q2 20145
AEGON ASSET MANAGEMENT UK PLC 550.30%0.47%0.70%Q2 2014Q2 20155
REYNOLDS CAPITAL MANAGEMENT LLC 550.17%0.27%0.43%Q2 2013Q2 20145
LUCUS ADVISORS LLC 550.22%0.23%0.24%Q4 2014Q4 20155
HighPoint Advisor Group LLC 210.04%0.12%0.24%Q1 2017Q3 20195
BW Gestao de Investimentos Ltda. 550.12%0.14%0.16%Q4 2018Q4 20195
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 320.00%0.00%0.00%Q4 2014Q3 20195
Berman Capital Advisors, LLC 550.00%0.00%0.00%Q1 2020Q1 20215
SECOR Capital Advisors, LP 210.08%0.23%0.42%Q4 2013Q2 20175
ZEKE CAPITAL ADVISORS, LLC 410.02%0.03%0.03%Q3 2018Q4 20195
Marshall Wace North America L.P. 210.00%0.08%0.19%Q3 2013Q4 20205
Bowling Portfolio Management LLC 550.04%0.16%0.28%Q2 2017Q2 20185
Detwiler Fenton Investment Management LLC 310.29%0.41%0.53%Q1 2010Q1 20145
Hutchin Hill Capital, LP 210.02%0.06%0.14%Q4 2013Q2 20175
I.G. INVESTMENT MANAGEMENT, LTD. 410.01%0.03%0.04%Q2 2014Q3 20155
THOMAS WHITE INTERNATIONAL LTD 550.03%0.04%0.05%Q4 2013Q4 20145
Bridgewater Associates 110.00%0.00%0.01%Q2 2013Q4 20195
Lake Point Wealth Management 320.00%0.00%0.00%Q4 2018Q1 20205
OSAIC HOLDINGS, INC. 550.00%0.00%0.00%Q1 2020Q1 20215
SHAPIRO ROBERT N 320.00%0.01%0.02%Q2 2013Q4 20145
WHITTIER TRUST CO 320.00%0.00%0.00%Q1 2017Q1 20205
Rafferty Asset Management, LLC 310.01%0.04%0.07%Q2 2014Q1 20165
QUEST INVESTMENT MANAGEMENT LLC 550.02%0.04%0.05%Q2 2013Q2 20145
BARINGS LLC 550.01%0.02%0.03%Q2 2013Q2 20145
Sterneck Capital Management, LLC 551.38%2.04%2.58%Q3 2016Q3 20175
Independent Portfolio Consultants, Inc. 320.00%0.10%0.18%Q3 2013Q1 20155
Patriot Financial Group Insurance Agency, LLC 550.00%0.00%0.00%Q1 2020Q1 20215
GREAT LAKES ADVISORS, LLC 320.03%0.09%0.15%Q1 2015Q1 20195
DEAN INVESTMENT ASSOCIATES, LLC 550.11%0.58%1.10%Q3 2015Q3 20165
KEELEY ASSET MANAGEMENT CORP 550.22%0.28%0.34%Q2 2013Q2 20145
ANALYTIC INVESTORS, LLC 310.01%0.09%0.21%Q4 2013Q3 20165
MERITAGE PORTFOLIO MANAGEMENT 410.02%0.28%0.35%Q1 2015Q1 20215
Numeric Investors LLC 210.01%0.01%0.02%Q3 2013Q1 20175
Relative Value Partners Group, LLC 550.15%0.19%0.27%Q1 2020Q1 20215
First Allied Advisory Services, Inc. 210.02%0.19%0.36%Q2 2013Q3 20155
Lingohr Asset Management GmbH 550.45%0.48%0.54%Q4 2018Q4 20195
BB&T INVESTMENT SERVICES, INC. 550.00%0.00%0.01%Q4 2016Q4 20175
Stux Capital Management, LLC 550.04%0.09%0.26%Q2 2013Q2 20145
MIDAS MANAGEMENT CORP 550.56%0.76%0.86%Q4 2014Q4 20155
Campbell & CO Investment Adviser LLC 210.07%0.25%0.46%Q4 2013Q4 20195
WOLVERINE ASSET MANAGEMENT LLC 210.00%0.02%0.04%Q4 2014Q1 20215
ACADIAN ASSET MANAGEMENT LLC 220.00%0.00%0.00%Q4 2014Q4 20154
Smithfield Trust Co 440.07%0.11%0.14%Q1 2015Q4 20154
WEALTHFRONT Corp 440.00%0.00%0.00%Q4 2014Q3 20154
FIRST CITIZENS BANK & TRUST CO 220.01%0.02%0.03%Q2 2013Q4 20164
HALL LAURIE J TRUSTEE 220.00%0.00%0.00%Q1 2016Q1 20174
Financial Gravity Asset Management, Inc. 310.00%0.00%0.00%Q1 2018Q1 20194
Front Row Advisors LLC 440.00%0.00%0.00%Q4 2018Q3 20194
GlobalBridge, Inc. 440.43%0.48%0.54%Q2 2013Q1 20144
TCW GROUP INC 440.00%0.00%0.01%Q3 2015Q2 20164
Athanor Capital, LP 440.01%0.03%0.05%Q2 2020Q1 20214
Winton Capital Management Ltd 440.02%0.02%0.02%Q2 2013Q1 20144
GW&K Investment Management, LLC 440.09%0.11%0.14%Q2 2013Q1 20144
Avior Wealth Management, LLC 440.00%0.00%0.00%Q1 2014Q4 20144
RAMSEY QUANTITATIVE SYSTEMS 440.51%0.93%1.09%Q3 2015Q2 20164
Century Capital Management, LLC 440.32%0.49%0.59%Q2 2013Q1 20144
American Portfolios Advisors 440.00%0.00%0.00%Q2 2018Q1 20194
TRUIST FINANCIAL CORP 220.00%0.01%0.02%Q2 2016Q3 20204
LBA Wealth Management, LLC 440.05%0.07%0.09%Q1 2014Q4 20144
SCOUT INVESTMENTS, INC. 440.04%0.07%0.08%Q2 2013Q1 20144
JOYN Advisors, Inc. 440.01%0.01%0.04%Q1 2018Q4 20184
Ancora Advisors LLC 440.02%0.03%0.03%Q4 2016Q3 20174
IRONBRIDGE CAPITAL MANAGEMENT LP 440.68%0.78%0.88%Q2 2013Q1 20144
Absolute Return Capital, LLC 310.05%0.10%0.12%Q2 2013Q2 20144
YACKTMAN ASSET MANAGEMENT LP 440.08%0.10%0.11%Q1 2020Q4 20204
Occidental Asset Management, LLC 440.18%0.21%0.25%Q4 2016Q3 20174
US FINANCIAL ADVISORS, LLC 440.00%0.00%0.00%Q2 2015Q1 20164
Regal Investment Advisors LLC 440.60%0.71%0.83%Q1 2015Q4 20154
Integrated Wealth Management 440.00%0.00%0.00%Q1 2015Q4 20154
TWIN CAPITAL MANAGEMENT INC 440.07%0.09%0.11%Q4 2013Q3 20144
GENESEE VALLEY TRUST CO 440.14%0.16%0.18%Q3 2013Q2 20144
Arrow Investment Advisors, LLC 440.15%0.19%0.21%Q2 2017Q1 20184
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 440.00%0.00%0.01%Q4 2013Q3 20144
BANK OF HAWAII 440.03%0.04%0.04%Q2 2013Q1 20144
DAVENPORT & Co LLC 440.38%0.49%0.53%Q3 2014Q2 20154
HL FINANCIAL SERVICES LLC 310.01%0.01%0.02%Q1 2014Q4 20164
JUPITER ASSET MANAGEMENT LTD 440.04%0.28%0.64%Q3 2013Q2 20144
Cerity Partners LLC 440.02%0.02%0.04%Q1 2017Q4 20174
KORNITZER CAPITAL MANAGEMENT INC /KS 440.72%0.81%0.93%Q2 2013Q1 20144
Ensign Peak Advisors, Inc 440.00%0.00%0.00%Q4 2019Q3 20204
CI Global Investments Inc. 440.02%0.04%0.05%Q2 2013Q1 20144
CIM, LLC 440.15%0.18%0.20%Q1 2014Q4 20144
LONDON CO OF VIRGINIA 440.63%1.04%1.37%Q1 2015Q4 20154
Bayesian Capital Management, LP 310.03%0.04%0.05%Q4 2018Q3 20204
WESTWOOD HOLDINGS GROUP INC 310.02%0.02%0.04%Q2 2013Q3 20144
Ziegler Capital Management, LLC 220.03%0.04%0.04%Q2 2013Q3 20204
Jaffetilchin Investment Partners, LLC 310.14%0.38%0.77%Q2 2013Q2 20144
Employees Retirement System of Texas 220.02%0.03%0.04%Q2 2013Q4 20144
RELIANCE TRUST CO OF DELAWARE 440.02%0.04%0.05%Q3 2015Q2 20164
COMMONWEALTH BANK OF AUSTRALIA 440.00%0.00%0.01%Q3 2018Q2 20194
MAVERICK CAPITAL LTD 210.00%0.01%0.02%Q1 2018Q1 20213
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 330.04%0.05%0.06%Q4 2017Q2 20183
Miller Investment Management, LP 330.09%0.11%0.13%Q4 2013Q2 20143
Ledyard National Bank 330.00%0.00%0.00%Q4 2013Q2 20143
HARTFORD INVESTMENT MANAGEMENT CO 210.01%0.01%0.01%Q1 2014Q4 20143
NATIXIS ADVISORS, L.P. 210.00%0.03%0.04%Q2 2013Q1 20213
Visium Asset Management, LP 110.00%0.00%0.01%Q2 2013Q2 20153
Stratos Wealth Partners, LTD. 210.00%0.00%0.01%Q4 2017Q3 20183
Private Advisor Group, LLC 210.00%0.00%0.01%Q3 2018Q2 20203
DENALI ADVISORS LLC 330.14%0.17%0.18%Q1 2020Q3 20203
Bellwether Investment Group, LLC 210.02%0.07%0.13%Q2 2016Q1 20173
Gyon Technologies Capital Management, LP 330.20%0.77%1.63%Q1 2020Q3 20203
Financial Gravity Companies, Inc. 210.00%0.00%0.00%Q4 2017Q4 20183
HBK INVESTMENTS L P 330.00%0.04%0.08%Q2 2014Q4 20143
COMMERZBANK AKTIENGESELLSCHAFT /FI 330.00%0.00%0.00%Q2 2013Q4 20133
BEACON TRUST CO 330.50%0.61%0.69%Q1 2015Q3 20153
VSR Financial Services, Inc. 330.04%0.05%0.05%Q1 2015Q3 20153
ADVANTAGE INVESTMENT MANAGEMENT, LLC 330.01%0.02%0.03%Q1 2017Q3 20173
ELEMENT CAPITAL MANAGEMENT LLC 210.01%0.01%0.01%Q1 2018Q4 20183
Timber Hill LLC 210.00%0.00%0.00%Q3 2013Q2 20143
LEUTHOLD GROUP, LLC 210.05%0.10%0.20%Q2 2015Q2 20183
SANDLER CAPITAL MANAGEMENT 330.81%1.18%1.80%Q1 2019Q3 20193
Centiva Capital, LP 210.02%0.04%0.05%Q2 2020Q1 20213
Pinkerton Retirement Specialists, LLC 330.00%0.00%0.00%Q2 2016Q4 20163
Freestone Capital Holdings, LLC 330.11%0.11%0.12%Q2 2013Q4 20133
Palo Capital, Inc. 330.52%0.71%0.95%Q1 2015Q3 20153
Financial Architects, Inc 210.00%0.00%0.01%Q1 2015Q1 20163
Invictus RG Pte. Ltd. 210.12%0.14%0.18%Q3 2013Q2 20143
GAM SYSTEMATIC LLP 210.01%0.06%0.15%Q3 2015Q3 20173
INVESTMENT COUNSELORS OF MARYLAND LLC 330.31%0.52%0.67%Q2 2013Q4 20133
B. Riley Wealth Advisors, Inc. 210.00%0.02%0.06%Q1 2014Q4 20143
Global X Management CO LLC 330.27%0.28%0.28%Q1 2017Q3 20173
Invenomic Capital Management LP 210.06%0.28%0.40%Q1 2020Q4 20203
C M BIDWELL & ASSOCIATES LTD 210.04%0.07%0.10%Q4 2013Q2 20173
Bedel Financial Consulting, Inc. 330.02%0.02%0.02%Q1 2018Q3 20183
SHANDA ASSET MANAGEMENT HOLDINGS Ltd 220.21%0.78%1.07%Q2 2015Q3 20153
Norinchukin Bank, The 330.01%0.02%0.03%Q1 2016Q3 20163
Boston Partners 330.01%0.01%0.01%Q3 2014Q1 20153
Dean Capital Management 331.22%1.96%2.38%Q3 2015Q1 20163
HANSEATIC MANAGEMENT SERVICES INC 210.19%0.55%0.83%Q4 2013Q3 20203
CIBC Private Wealth Group, LLC 330.01%0.01%0.01%Q1 2015Q3 20153
RONALD BLUE & CO LLC 330.01%0.02%0.02%Q4 2013Q2 20143
Hodges Capital Management Inc. 330.64%0.73%0.79%Q3 2015Q1 20163
Lenox Wealth Advisors, LLC 330.00%0.00%0.00%Q3 2019Q1 20203
Poehling Capital Management, INC. 330.01%0.03%0.06%Q4 2017Q2 20183
HAP Trading, LLC 210.02%0.03%0.05%Q4 2013Q3 20143
COMMONWEALTH EQUITY SERVICES, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
J.P. Morgan Private Wealth Advisors LLC 330.00%0.00%0.00%Q3 2020Q1 20213
AIGEN INVESTMENT MANAGEMENT, LP 210.05%0.13%0.20%Q1 2020Q4 20203
WILMINGTON TRUST CO 330.01%0.01%0.01%Q4 2013Q2 20143
HARVEST GROUP WEALTH MANAGEMENT, LLC 210.00%0.00%0.01%Q1 2019Q4 20193
BAIRD ROBERT W & CO INC /WI/ 330.00%0.00%0.00%Q3 2013Q1 20143
K.J. Harrison & Partners Inc 210.13%0.17%0.23%Q1 2015Q3 20163
TRUST DEPARTMENT MB FINANCIAL BANK N A 330.00%0.00%0.00%Q2 2015Q4 20153
RQSI Ltd 330.25%0.36%0.44%Q4 2014Q2 20153
Steward Partners Investment Advisory, LLC 330.00%0.00%0.00%Q2 2019Q4 20193
GMT CAPITAL CORP 330.38%0.71%0.98%Q1 2020Q3 20203
OneDigital Investment Advisors LLC 210.01%0.01%0.02%Q4 2019Q1 20213
Divergent Wealth Advisors 330.00%0.00%0.00%Q1 2018Q3 20183
Fiera Capital Corp 330.01%0.01%0.01%Q2 2016Q4 20163
ArchPoint Investors 330.21%0.24%0.26%Q1 2015Q3 20153
Gideon Capital Advisors, Inc. 110.16%0.33%0.59%Q4 2013Q4 20153
FIRST HORIZON CORP 330.00%0.00%0.00%Q3 2020Q1 20213
Qube Research & Technologies Ltd 330.00%0.01%0.02%Q3 2020Q1 20213
MV CAPITAL MANAGEMENT, INC. 330.00%0.00%0.00%Q1 2019Q3 20193
Wharton Business Group, LLC 330.12%0.85%1.44%Q1 2015Q3 20153
ETRADE Capital Management LLC 330.01%0.01%0.01%Q3 2018Q1 20193
PROSPECTOR PARTNERS LLC 330.03%0.04%0.05%Q4 2014Q2 20153
Hamlin Capital Management, LLC 332.47%2.62%2.87%Q1 2015Q3 20153
MALTESE CAPITAL MANAGEMENT LLC 110.09%0.33%0.47%Q4 2014Q3 20203
KING LUTHER CAPITAL MANAGEMENT CORP 330.03%0.08%0.16%Q2 2015Q4 20153
AMERICAFIRST CAPITAL MANAGEMENT, LLC 330.11%0.14%0.18%Q2 2016Q4 20163
Trilogy Capital Inc. 220.03%0.04%0.04%Q4 2017Q1 20182
Argentus Capital Management, LLC 220.12%0.12%0.12%Q2 2016Q3 20162
Quadrature Capital Ltd 110.05%0.07%0.10%Q2 2016Q1 20182
First Trust Capital Management L.P. 220.08%0.10%0.11%Q4 2020Q1 20212
ADVANCE CAPITAL I INC 220.49%0.52%0.56%Q4 2014Q1 20152
USA FINANCIAL FORMULAS 220.08%0.10%0.13%Q4 2014Q1 20152
WATER ISLAND CAPITAL LLC 220.02%0.52%1.01%Q4 2020Q1 20212
BHF Kleinwort Benson Group S.A. 220.02%0.02%0.02%Q3 2015Q4 20152
WFG Advisors, LP 220.02%0.02%0.02%Q1 2015Q2 20152
Sterling Capital Management LLC 110.01%0.01%0.01%Q2 2014Q1 20182
Handelsbanken Fonder AB 220.00%0.00%0.00%Q2 2020Q3 20202
Echo Street Capital Management LLC 220.32%0.63%0.93%Q3 2014Q4 20142
OXFORD ASSET MANAGEMENT LLP 220.02%0.02%0.03%Q2 2019Q3 20192
Laurion Capital Management LP 110.00%0.00%0.00%Q2 2018Q2 20192
VAN ECK ASSOCIATES CORP 220.00%0.00%0.00%Q4 2018Q1 20192
Checchi Capital Advisers, LLC 220.00%0.00%0.00%Q1 2016Q2 20162
Walleye Capital LLC 110.01%0.01%0.01%Q3 2019Q3 20192
ORRSTOWN FINANCIAL SERVICES INC 220.00%0.00%0.00%Q2 2016Q3 20162
Nair Vinay 220.23%0.25%0.26%Q4 2014Q1 20152
FLPUTNAM INVESTMENT MANAGEMENT CO 220.07%0.07%0.08%Q2 2014Q3 20142
MOORE CAPITAL MANAGEMENT, LP 220.03%0.04%0.04%Q3 2013Q4 20132
S. MUOIO & CO. LLC 220.12%0.20%0.27%Q1 2016Q2 20162
ALPINE ASSOCIATES MANAGEMENT INC. 221.34%1.49%1.63%Q4 2020Q1 20212
SpiderRock Advisors, LLC 110.00%0.01%0.02%Q1 2017Q1 20172
Patten Group, Inc. 220.00%0.00%0.00%Q4 2016Q1 20172
Mint Tower Capital Management B.V. 220.00%0.04%0.09%Q4 2020Q1 20212
KOCH INDUSTRIES INC 220.04%0.06%0.08%Q4 2017Q1 20182
Mirae Asset Global Investments Co., Ltd. 220.02%0.03%0.03%Q3 2020Q4 20202
Virtu Financial LLC 220.03%0.03%0.03%Q4 2020Q1 20212
TFS CAPITAL LLC 220.02%0.02%0.02%Q4 2013Q1 20142
NEW YORK LIFE TRUST CO 110.07%0.25%0.43%Q2 2013Q4 20142
PINNACLE FINANCIAL PARTNERS INC 220.00%0.00%0.00%Q2 2013Q3 20132
ONTARIO TEACHERS PENSION PLAN BOARD 220.00%0.00%0.00%Q1 2015Q2 20152
COLDSTREAM CAPITAL MANAGEMENT INC 220.07%0.07%0.08%Q4 2013Q1 20142
MACKENZIE FINANCIAL CORP 220.00%0.00%0.01%Q1 2014Q2 20142
Ergoteles LLC 220.02%0.10%0.18%Q4 2020Q1 20212
TOKIO MARINE ASSET MANAGEMENT CO LTD 221.06%1.08%1.10%Q4 2020Q1 20212
BOOTHBAY FUND MANAGEMENT, LLC 110.01%0.02%0.02%Q1 2019Q4 20202
Kellner Capital, LLC 221.76%2.54%3.32%Q4 2020Q1 20212
FORA Capital, LLC 220.01%0.06%0.11%Q4 2020Q1 20212
OLD NATIONAL BANCORP /IN/ 220.02%0.03%0.03%Q1 2014Q2 20142
Pine River Capital Management L.P. 220.06%0.07%0.09%Q2 2014Q3 20142
Chicago Capital Management, LLC 220.45%0.82%1.19%Q4 2020Q1 20212
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q2 2016Q3 20162
Advisors Preferred, LLC 220.02%0.04%0.05%Q4 2013Q1 20142
ARGENT TRUST Co 220.31%0.33%0.36%Q1 2015Q2 20152
Westchester Capital Management, LLC 220.16%0.17%0.19%Q4 2020Q1 20212
Kemnay Advisory Services Inc. 220.24%0.33%0.43%Q4 2018Q1 20192
BlueMar Capital Management, LLC 221.45%2.18%2.92%Q4 2013Q1 20142
Dai-ichi Life Insurance Company, Ltd 220.01%0.04%0.07%Q4 2020Q1 20212
SPOT TRADING L.L.C. 110.00%0.00%0.00%Q3 2017Q3 20172
Emerald Acquisition Ltd. 220.00%0.00%0.00%Q2 2016Q3 20162
WASHINGTON TRUST BANK 220.00%0.00%0.00%Q1 2014Q2 20142
AQR Arbitrage LLC 220.22%0.39%0.57%Q4 2020Q1 20212
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Zurich Insurance Group Ltd/FI 220.05%0.06%0.06%Q3 2015Q4 20152
OTTER CREEK MANAGEMENT INC 220.43%1.04%1.66%Q1 2014Q2 20142
Assured Investment Management LLC 220.01%0.01%0.01%Q3 2015Q4 20152
Clark Capital Management Group, Inc. 220.08%0.09%0.10%Q2 2014Q3 20142
Burt Wealth Advisors 220.00%0.00%0.00%Q1 2020Q2 20202
Alpha Quant Advisors, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
FCF Advisors LLC 220.65%0.74%0.82%Q4 2015Q1 20162
MISSOURI VALLEY PARTNERS, INC. 220.20%0.22%0.24%Q2 2013Q3 20132
Acorn Wealth Advisors, LLC 220.00%0.00%0.01%Q4 2017Q1 20182
BRINKER CAPITAL INC 220.01%0.01%0.01%Q1 2017Q2 20172
Winslow, Evans & Crocker, Inc. 110.00%0.00%0.00%Q4 2013Q1 20192
SAC Capital Advisors LP 220.00%0.01%0.01%Q3 2013Q4 20132
TRUST CO OF VERMONT 220.00%0.00%0.00%Q3 2014Q4 20142
SummerHaven Investment Management, LLC 220.40%0.46%0.52%Q4 2020Q1 20212
Blueshift Asset Management, LLC 110.11%0.17%0.23%Q3 2020Q1 20212
Tarbox Family Office, Inc. 220.00%0.00%0.00%Q2 2019Q3 20192
CURIAN CAPITAL LLC 220.01%0.01%0.02%Q3 2015Q4 20152
HARBOR INVESTMENT ADVISORY, LLC 110.00%0.00%0.00%Q2 2020Q1 20212
NORTHERN TRUST CO OF CONNECTICUT 220.08%0.08%0.08%Q2 2013Q3 20132
Valeo Financial Advisors, LLC 220.01%0.01%0.01%Q2 2019Q3 20192
Fieldpoint Private Securities, LLC 220.00%0.01%0.02%Q4 2020Q1 20212
VOLORIDGE INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q2 2016Q4 20202
Origin Asset Management LLP 220.47%0.52%0.58%Q1 2014Q2 20142
PALISADE CAPITAL MANAGEMENT, LP 220.18%0.19%0.20%Q2 2014Q3 20142
First Allied Asset Management, Inc. 110.64%0.87%1.10%Q2 2013Q4 20142
FRED ALGER MANAGEMENT, LLC 220.04%0.09%0.14%Q4 2013Q1 20142
FIRST MIDWEST BANK TRUST DIVISION 220.04%0.04%0.04%Q1 2015Q2 20152
KEYBANK NATIONAL ASSOCIATION/OH 220.13%0.14%0.15%Q4 2012Q1 20132
SUN LIFE FINANCIAL INC 220.01%0.01%0.01%Q2 2019Q3 20192
NOMURA ASSET MANAGEMENT CO LTD 110.00%0.00%0.00%Q2 2016Q4 20162
SPRING CREEK CAPITAL LLC 110.04%0.32%0.61%Q2 2018Q1 20212
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 220.18%0.19%0.20%Q2 2013Q3 20132
Telemetry Investments, L.L.C. 110.10%0.16%0.22%Q1 2015Q2 20162
CROFT-LEOMINSTER INC 220.04%0.04%0.04%Q1 2015Q2 20152
DEERE & CO 220.02%0.02%0.02%Q4 2014Q1 20152
Julex Capital Management, LLC 110.00%0.00%0.01%Q1 2019Q3 20192
Osborn Williams & Donohoe LLC 110.00%0.00%0.00%Q1 2019Q1 20191
GALAXY CAPITAL TRADING LTD 110.10%0.10%0.10%Q4 2013Q4 20131
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
GFS Advisors, LLC 110.01%0.01%0.01%Q1 2016Q1 20161
Archford Capital Strategies, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
Winfield Associates, Inc. 110.00%0.00%0.00%Q1 2016Q1 20161
Alyeska Investment Group, L.P. 110.01%0.01%0.01%Q2 2017Q2 20171
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 110.01%0.01%0.01%Q2 2013Q2 20131
Bridgeworth, LLC 110.03%0.03%0.03%Q2 2018Q2 20181
INTACT INVESTMENT MANAGEMENT INC. 110.01%0.01%0.01%Q4 2014Q4 20141
Irish Life Investment Managers Ltd. 110.00%0.00%0.00%Q2 2013Q2 20131
NatWest Group plc 110.02%0.02%0.02%Q3 2013Q3 20131
Panning Capital Management, LP 113.26%3.26%3.26%Q4 2015Q4 20151
TAMRO Capital Partners LLC 111.48%1.48%1.48%Q2 2013Q2 20131
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 110.00%0.00%0.00%Q4 2018Q4 20181
Jane Street Holding, LLC 110.01%0.01%0.01%Q3 2013Q3 20131
XR Securities LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Raymond James Financial Services Advisors, Inc. 110.01%0.01%0.01%Q1 2016Q1 20161
Horizon Investments, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
MANA Advisors LLC 110.10%0.10%0.10%Q4 2017Q4 20171
WealthOne, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Lombard Odier Asset Management (Europe) Ltd 110.78%0.78%0.78%Q4 2014Q4 20141
Fiduciary Trust Co International of Pennsylvania 110.02%0.02%0.02%Q2 2014Q2 20141
HANCOCK WHITNEY CORP 110.01%0.01%0.01%Q4 2018Q4 20181
NEXPOINT ASSET MANAGEMENT, L.P. 110.54%0.54%0.54%Q1 2021Q1 20211
QCI ASSET MANAGEMENT INC/NY 110.00%0.00%0.00%Q3 2013Q3 20131
Atom Investors LP 110.03%0.03%0.03%Q1 2019Q1 20191
GLAZER CAPITAL, LLC 110.05%0.05%0.05%Q1 2021Q1 20211
Kavar Capital Partners, LLC 110.00%0.00%0.00%Q4 2013Q4 20131
Petrus Trust Company, LTA 110.02%0.02%0.02%Q2 2020Q2 20201
ACUITY INVESTMENT MANAGEMENT INC 110.05%0.05%0.05%Q2 2014Q2 20141
Wilmington Funds Management Corp 110.02%0.02%0.02%Q1 2014Q1 20141
Perkins Investment Management, LLC 110.11%0.11%0.11%Q4 2014Q4 20141
KANALY TRUST CO 110.00%0.00%0.00%Q2 2015Q2 20151
Parkwood LLC 110.04%0.04%0.04%Q1 2016Q1 20161
Orion Portfolio Solutions, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Nicholas Investment Partners, LP 110.15%0.15%0.15%Q1 2015Q1 20151
ProVise Management Group, LLC 110.07%0.07%0.07%Q2 2013Q2 20131
Jump Financial, LLC 110.04%0.04%0.04%Q3 2020Q3 20201
Teza Capital Management LLC 110.10%0.10%0.10%Q2 2020Q2 20201
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.09%0.09%0.09%Q4 2015Q4 20151
Tradeworx Inc. 110.26%0.26%0.26%Q4 2013Q4 20131
CSS LLC/IL 110.03%0.03%0.03%Q1 2021Q1 20211
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
GIRARD PARTNERS LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
PATHSTONE FAMILY OFFICE, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Champlain Investment Partners, LLC 110.50%0.50%0.50%Q1 2013Q1 20131
Jackson Creek Investment Advisors LLC 110.34%0.34%0.34%Q3 2020Q3 20201
Elite Wealth Management, Inc. 110.00%0.00%0.00%Q4 2013Q4 20131
COWEN INC. 110.02%0.02%0.02%Q1 2015Q1 20151
Lombard Odier Asset Management (Switzerland) SA 110.05%0.05%0.05%Q3 2014Q3 20141
BCK CAPITAL MANAGEMENT LP 110.52%0.52%0.52%Q4 2020Q4 20201
Pinnacle Wealth Planning Services, Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
LINCOLN NATIONAL CORP 110.01%0.01%0.01%Q4 2020Q4 20201
GENERAL MOTORS INVESTMENT MANAGEMENT CORP 110.08%0.08%0.08%Q1 2014Q1 20141
Intrinsic Edge Capital Management LLC 110.33%0.33%0.33%Q1 2019Q1 20191
TradeLink Global Equity LLC 110.08%0.08%0.08%Q4 2014Q4 20141
Ackerman Capital Advisors, LLC 110.78%0.78%0.78%Q4 2018Q4 20181
Ground Swell Capital, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
BlueCrest Capital Management LLP 110.06%0.06%0.06%Q2 2014Q2 20141
Alpine Partners USVI, LLC 111.01%1.01%1.01%Q4 2014Q4 20141
PACES FERRY WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Vestcor Inc 110.02%0.02%0.02%Q4 2020Q4 20201
Stone Toro Investment Advisers, LP 112.22%2.22%2.22%Q1 2015Q1 20151
Gator Capital Management, LLC 110.37%0.37%0.37%Q2 2018Q2 20181
Alpine Global Management, LLC 110.00%0.00%0.00%Q2 2015Q2 20151
Summit Trail Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
CARLSON CAPITAL L P 110.19%0.19%0.19%Q4 2017Q4 20171
Perimeter Capital Partners, LLC 110.05%0.05%0.05%Q3 2013Q3 20131
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 110.01%0.01%0.01%Q4 2019Q4 20191
Zweig-DiMenna Associates LLC 110.02%0.02%0.02%Q3 2016Q3 20161
CENTRAL TRUST Co 110.00%0.00%0.00%Q1 2017Q1 20171
GUARDIAN CAPITAL LP 110.01%0.01%0.01%Q1 2014Q1 20141
GW HENSSLER & ASSOCIATES LTD 110.02%0.02%0.02%Q2 2015Q2 20151
B, B, H, & B INC. 110.02%0.02%0.02%Q4 2020Q4 20201
JNBA Financial Advisors 110.00%0.00%0.00%Q3 2016Q3 20161
BLUE ARROW CAPITAL MANAGEMENT LLC 110.47%0.47%0.47%Q3 2015Q3 20151
OCCUDO QUANTITATIVE STRATEGIES LP 110.17%0.17%0.17%Q4 2020Q4 20201
Truvestments Capital LLC 110.00%0.00%0.00%Q3 2018Q3 20181
LMR Partners LLP 110.05%0.05%0.05%Q2 2016Q2 20161
FNY Managed Accounts LLC 110.01%0.01%0.01%Q3 2017Q3 20171
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Tibra Equities Europe Ltd 110.05%0.05%0.05%Q3 2018Q3 20181
DUALITY ADVISERS, LP 110.13%0.13%0.13%Q2 2020Q2 20201
IndexIQ Advisors LLC 110.21%0.21%0.21%Q1 2021Q1 20211
Efficient Market Advisors, LLC 110.00%0.00%0.00%Q3 2014Q3 20141
Cresset Asset Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Atria Investments, Inc 110.19%0.19%0.19%Q4 2013Q4 20131
AFFINITY WEALTH MANAGEMENT LLC 110.09%0.09%0.09%Q3 2013Q3 20131
CAXTON ASSOCIATES LP 110.03%0.03%0.03%Q2 2019Q2 20191
LUPO SECURITIES, LLC 110.12%0.12%0.12%Q4 2014Q4 20141
Glenview Trust Co 110.04%0.04%0.04%Q4 2010Q4 20101
Simply Money Advisors 110.00%0.00%0.00%Q2 2013Q2 20131
Nelson Capital Management, LLC 110.00%0.00%0.00%Q1 2014Q1 20141
U S GLOBAL INVESTORS INC 110.07%0.07%0.07%Q1 2015Q1 20151
QCM Cayman, Ltd. 110.08%0.08%0.08%Q2 2016Q2 20161
Weiss Asset Management LP 110.01%0.01%0.01%Q4 2019Q4 20191
RWA WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Csenge Advisory Group 110.00%0.00%0.00%Q3 2018Q3 20181
Family Management Corp 111.45%1.45%1.45%Q2 2013Q2 20131
K2 PRINCIPAL FUND, L.P. 110.02%0.02%0.02%Q1 2021Q1 20211
CITIZENS FINANCIAL GROUP INC/RI 110.00%0.00%0.00%Q4 2015Q4 20151
MOODY NATIONAL BANK TRUST DIVISION 110.00%0.00%0.00%Q1 2019Q1 20191
IHT Wealth Management, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Prana Capital Management, LP 112.29%2.29%2.29%Q1 2018Q1 20181
Graticule Asia Macro Advisors LLC 110.26%0.26%0.26%Q4 2015Q4 20151
Ballew Advisors, Inc 110.00%0.00%0.00%Q3 2018Q3 20181
USCA RIA LLC 110.28%0.28%0.28%Q2 2014Q2 20141
Ausdal Financial Partners, Inc. 110.01%0.01%0.01%Q4 2015Q4 20151
Visionary Asset Management, Inc. 110.01%0.01%0.01%Q2 2014Q2 20141
Vantage Consulting Group Inc 110.01%0.01%0.01%Q4 2020Q4 20201
Karp Capital Management Corp 110.01%0.01%0.01%Q1 2017Q1 20171
AGF INVESTMENTS INC. 110.08%0.08%0.08%Q2 2014Q2 20141
Sugarloaf Wealth Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
ADVISORY RESEARCH INC 110.01%0.01%0.01%Q4 2018Q4 20181
USA MUTUALS ADVISORS, INC. 110.16%0.16%0.16%Q4 2014Q4 20141
Crestline Management, LP 110.41%0.41%0.41%Q1 2018Q1 20181
LBMC INVESTMENT ADVISORS, LLC 110.06%0.06%0.06%Q4 2013Q4 20131
Spot Trading L.L.C 110.00%0.00%0.00%Q3 2013Q3 20131
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
Olympiad Research LP 110.24%0.24%0.24%Q1 2020Q1 20201
TOMPKINS FINANCIAL CORP 110.00%0.00%0.00%Q2 2016Q2 20161
Brinker Capital Investments, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
GLG Partners LP 110.09%0.09%0.09%Q3 2014Q3 20141
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q4 2013Q4 20131
TLP GROUP LLC 110.38%0.38%0.38%Q1 2016Q1 20161
Sciencast Management LP 110.10%0.10%0.10%Q3 2019Q3 20191
CORNERCAP INVESTMENT COUNSEL INC 110.10%0.10%0.10%Q3 2018Q3 20181
Alpha DNA Investment Management LLC 110.01%0.01%0.01%Q1 2021Q1 20211
MGO ONE SEVEN LLC 110.00%0.00%0.00%Q1 2018Q1 20181
BAROMETER CAPITAL MANAGEMENT INC. 110.28%0.28%0.28%Q1 2014Q1 20141
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This page lists all the filers that currently own WADDELL & REED FINL INC or have owned WADDELL & REED FINL INC in the past.