WHITESTONE REIT shareholder history

Current and past WHITESTONE REIT shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1220.00%0.00%0.00%Q1 2014Q3 202370
Citadel Advisors 1610.00%0.00%0.00%Q1 2014Q3 202360
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 43430.00%0.00%0.00%Q1 2013Q3 202343
STATE STREET CORP 42420.00%0.00%0.00%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.00%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.00%0.00%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.00%Q2 2013Q3 202342
VANGUARD GROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
BARCLAYS PLC 42420.00%0.00%0.00%Q2 2013Q3 202342
AMERICAN INTERNATIONAL GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.00%0.00%Q2 2013Q3 202342
Daiwa Securities Group Inc. 42420.00%0.00%0.00%Q2 2013Q3 202342
GEODE CAPITAL MANAGEMENT, LLC 42420.00%0.00%0.00%Q2 2013Q3 202342
Mitsubishi UFJ Asset Management Co., Ltd. 42420.00%0.00%0.00%Q2 2013Q3 202342
METROPOLITAN LIFE INSURANCE CO/NY 42420.00%0.00%0.00%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
VOYA INVESTMENT MANAGEMENT LLC 42420.00%0.00%0.00%Q2 2013Q3 202342
Sumitomo Mitsui Trust Holdings, Inc. 42420.00%0.00%0.00%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.00%0.00%0.00%Q2 2013Q3 202342
BlackRock Inc. 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
RHUMBLINE ADVISERS 42420.00%0.00%0.00%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.00%0.01%Q2 2013Q3 202342
Asset Management One Co., Ltd. 42420.00%0.01%0.02%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.00%0.00%0.00%Q2 2013Q3 202342
STRS OHIO 42420.00%0.00%0.00%Q2 2013Q3 202342
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42420.00%0.00%0.00%Q2 2013Q3 202342
DEUTSCHE BANK AG\ 41410.00%0.00%0.00%Q3 2013Q3 202341
ROYAL BANK OF CANADA 41410.00%0.00%0.00%Q3 2013Q3 202341
Renaissance Technologies 40400.00%0.01%0.02%Q4 2013Q3 202340
GOLDMAN SACHS GROUP INC 3410.00%0.00%0.00%Q4 2013Q3 202338
BANK OF MONTREAL /CAN/ 2910.00%0.00%0.00%Q2 2013Q2 202337
BNP PARIBAS FINANCIAL MARKETS 3010.00%0.00%0.00%Q4 2013Q3 202337
Legal & General Group Plc 37370.00%0.00%0.00%Q3 2014Q3 202337
LPL Financial LLC 37370.00%0.00%0.01%Q3 2014Q3 202337
ALLIANCEBERNSTEIN L.P. 2330.00%0.00%0.01%Q2 2013Q3 202336
PNC FINANCIAL SERVICES GROUP, INC. 2520.00%0.00%0.00%Q2 2013Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.00%0.00%0.00%Q2 2013Q1 202236
NOMURA ASSET MANAGEMENT CO LTD 34340.00%0.00%0.01%Q2 2015Q3 202334
AMERIPRISE FINANCIAL INC 2680.00%0.00%0.00%Q2 2013Q3 202334
NEW YORK STATE COMMON RETIREMENT FUND 34340.00%0.00%0.00%Q2 2015Q3 202334
CREDIT SUISSE AG/ 1410.00%0.00%0.00%Q1 2013Q3 202333
UBS Group AG 3210.00%0.00%0.00%Q4 2014Q3 202333
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 32320.00%0.00%0.00%Q2 2013Q1 202132
NISA INVESTMENT ADVISORS, LLC 3110.00%0.00%0.01%Q3 2014Q3 202332
JPMORGAN CHASE & CO 2510.00%0.00%0.00%Q3 2013Q3 202332
Tower Research Capital LLC (TRC) 1420.00%0.00%0.01%Q2 2013Q3 202331
Cutler Group LLC / CA 740.00%0.00%0.01%Q4 2015Q4 201930
RMR Advisors LLC 30300.02%0.52%0.68%Q2 2013Q3 202030
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA 18110.01%0.02%0.05%Q2 2013Q3 202029
Raymond James Financial Services Advisors, Inc. 1710.00%0.01%0.04%Q2 2013Q3 202329
Ridgewood Investments LLC 28280.16%0.46%1.13%Q4 2016Q3 202328
DELTA ASSET MANAGEMENT LLC/TN 2440.00%0.00%0.01%Q1 2016Q3 202328
Ameritas Investment Partners, Inc. 27270.00%0.00%0.00%Q1 2017Q3 202327
PEAK6 Investments LLC 720.00%0.00%0.01%Q3 2018Q3 202227
MILLENNIUM MANAGEMENT LLC 1210.00%0.00%0.01%Q4 2013Q3 202327
THRIVENT FINANCIAL FOR LUTHERANS 2520.00%0.00%0.01%Q3 2015Q3 202327
PRINCIPAL FINANCIAL GROUP INC 2520.00%0.00%0.00%Q4 2016Q3 202327
TWO SIGMA INVESTMENTS, LP 1310.00%0.01%0.01%Q4 2013Q2 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 2420.00%0.00%0.00%Q2 2013Q4 201926
Garner Asset Management Corp 26260.21%0.76%1.79%Q2 2017Q3 202326
State of Alaska, Department of Revenue 25250.00%0.01%0.01%Q3 2017Q3 202325
Versant Capital Management, Inc 2320.00%0.00%0.01%Q3 2017Q4 202325
PRUDENTIAL FINANCIAL INC 25250.00%0.00%0.01%Q3 2017Q3 202325
Louisiana State Employees Retirement System 25250.00%0.01%0.01%Q3 2017Q3 202325
TEXAS PERMANENT SCHOOL FUND CORP 25250.00%0.00%0.01%Q3 2017Q3 202325
PUBLIC SECTOR PENSION INVESTMENT BOARD 25250.00%0.01%0.01%Q3 2017Q3 202325
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 25250.00%0.00%0.00%Q3 2017Q3 202325
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 1950.00%0.00%0.00%Q3 2017Q3 202324
AQR Capital Management 14100.00%0.00%0.01%Q1 2015Q3 202324
TEACHERS ADVISORS, LLC 24240.00%0.00%0.00%Q2 2013Q1 201924
TIAA CREF INVESTMENT MANAGEMENT LLC 24240.00%0.00%0.00%Q2 2013Q1 201924
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
PEAK6 Group LLC 1010.00%0.00%0.01%Q4 2013Q2 201824
State of Tennessee, Treasury Department 24240.00%0.00%0.00%Q4 2017Q3 202324
GREAT WEST LIFE ASSURANCE CO /CAN/ 1680.00%0.00%0.00%Q3 2017Q3 202324
HL FINANCIAL SERVICES LLC 24240.00%0.01%0.01%Q2 2013Q1 201924
MetLife Investment Management, LLC 1490.00%0.00%0.00%Q4 2017Q3 202323
KBC Group NV 22220.00%0.00%0.02%Q2 2018Q3 202322
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 1840.00%0.00%0.00%Q2 2014Q3 202222
COMERICA BANK 22220.00%0.00%0.01%Q3 2017Q4 202222
WEDGE CAPITAL MANAGEMENT L L P/NC 21210.01%0.01%0.02%Q2 2013Q2 201821
TWO SIGMA ADVISERS, LP 1010.00%0.01%0.01%Q4 2014Q3 202321
AXA S.A. 1610.00%0.00%0.01%Q3 2015Q1 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
IndexIQ Advisors LLC 20200.01%0.01%0.03%Q2 2017Q1 202220
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 20200.00%0.00%0.01%Q4 2018Q3 202320
TIAA, FSB 1110.00%0.00%0.00%Q2 2017Q2 202320
QUADRANT CAPITAL GROUP LLC 1810.00%0.00%0.01%Q1 2018Q3 202320
PRICE T ROWE ASSOCIATES INC /MD/ 20200.00%0.00%0.00%Q4 2018Q3 202320
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 20200.00%0.00%0.00%Q4 2018Q3 202320
Zurcher Kantonalbank (Zurich Cantonalbank) 1260.00%0.00%0.00%Q4 2017Q3 202318
Parkside Financial Bank & Trust 18180.00%0.00%0.00%Q2 2019Q3 202318
Nationwide Fund Advisors 18180.00%0.00%0.00%Q2 2013Q3 201718
Nuveen Asset Management, LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
Aperio Group, LLC 1710.00%0.00%0.00%Q4 2015Q2 202018
Swiss National Bank 1260.00%0.00%0.00%Q4 2017Q3 202318
GROUP ONE TRADING, L.P. 910.00%0.00%0.00%Q2 2013Q4 202218
CREDIT AGRICOLE S A 18180.00%0.00%0.00%Q2 2013Q3 201718
Commonwealth Equity Services, Inc 18180.00%0.01%0.01%Q2 2013Q3 201718
GUGGENHEIM CAPITAL LLC 910.00%0.00%0.00%Q1 2014Q2 202117
Orinda Asset Management LLC 17171.48%3.19%5.24%Q4 2013Q4 201717
State of New Jersey Common Pension Fund D 17170.00%0.02%0.03%Q2 2014Q2 201817
SIMPLEX TRADING, LLC 710.00%0.00%0.00%Q2 2016Q4 202217
Arizona State Retirement System 1010.00%0.00%0.01%Q3 2017Q3 202317
UBS ASSET MANAGEMENT AMERICAS INC 1210.00%0.00%0.00%Q4 2016Q3 202316
D. E. Shaw & Co., Inc. 1010.00%0.00%0.00%Q4 2013Q3 202316
FMR LLC 1010.00%0.00%0.00%Q2 2013Q3 202316
Sound Income Strategies, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
BlackRock Investment Management, LLC 15150.00%0.00%0.00%Q2 2013Q4 201615
Sutton Wealth Advisors Inc. 1050.00%0.00%0.01%Q1 2019Q4 202215
BLACKROCK ADVISORS LLC 15150.00%0.00%0.00%Q2 2013Q4 201615
PERRITT CAPITAL MANAGEMENT INC 15150.16%0.54%1.08%Q4 2013Q2 201715
Parallel Advisors, LLC 510.00%0.00%0.01%Q4 2016Q1 202315
BlackRock Institutional Trust Company, N.A. 15150.00%0.00%0.00%Q2 2013Q4 201615
BlackRock Fund Advisors 15150.00%0.00%0.00%Q2 2013Q4 201615
SG Americas Securities, LLC 510.00%0.00%0.01%Q2 2018Q3 202315
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
Capital Investment Advisors, LLC 15150.01%0.01%0.02%Q1 2016Q3 201915
Russell Investments Group, Ltd. 610.00%0.00%0.00%Q4 2016Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
GLOBEFLEX CAPITAL L P 1410.00%0.15%0.26%Q3 2014Q3 202315
BlackRock Japan Co. Ltd 15150.00%0.00%0.00%Q2 2013Q4 201615
Shinko Asset Management Co., Ltd. 14140.00%0.00%0.00%Q2 2013Q3 201614
Cubist Systematic Strategies, LLC 1310.00%0.01%0.03%Q3 2017Q1 202314
MASON STREET ADVISORS, LLC 14140.00%0.00%0.00%Q3 2017Q4 202014
FEDERATED HERMES, INC. 760.00%0.00%0.00%Q4 2019Q3 202313
American Portfolios Advisors 13130.00%0.00%0.00%Q3 2019Q3 202213
DUBUQUE BANK & TRUST CO 13130.00%0.08%0.20%Q4 2013Q4 201613
JACOBS LEVY EQUITY MANAGEMENT, INC 1010.00%0.01%0.02%Q1 2014Q3 202213
Glassman Wealth Services 1110.00%0.00%0.00%Q4 2019Q3 202313
Municipal Employees' Retirement System of Michigan 630.00%0.02%0.06%Q1 2016Q1 202013
VSR Financial Services, Inc. 13130.02%0.04%0.06%Q2 2013Q2 201613
TCI Wealth Advisors, Inc. 910.00%0.00%0.02%Q2 2018Q1 202312
RUSSELL FRANK CO/ 12120.00%0.00%0.00%Q2 2013Q1 201612
BOOTHBAY FUND MANAGEMENT, LLC 710.04%0.09%0.18%Q1 2015Q3 202312
IFP Advisors, Inc 620.00%0.00%0.00%Q4 2015Q4 202212
Ausdal Financial Partners, Inc. 12120.01%0.01%0.02%Q4 2020Q3 202312
TIAA CREF TRUST CO FSB/MO 12120.00%0.00%0.01%Q2 2014Q1 201712
Certified Advisory Corp 1110.00%0.00%0.01%Q4 2017Q1 202112
LS Investment Advisors, LLC 12120.00%0.00%0.00%Q3 2017Q2 202012
HANCOCK WHITNEY CORP 620.01%0.11%0.35%Q2 2016Q3 202312
Baker Ellis Asset Management LLC 12120.16%0.20%0.25%Q2 2013Q1 201612
CORNERCAP INVESTMENT COUNSEL INC 1110.05%0.14%0.17%Q3 2015Q3 202312
Quantbot Technologies LP 610.00%0.01%0.02%Q2 2017Q3 202311
Numeric Investors LLC 610.00%0.01%0.02%Q3 2013Q4 201611
Loveless Wealth Management LLC 11110.35%0.48%0.85%Q4 2019Q2 202211
First Allied Advisory Services, Inc. 1010.01%0.01%0.03%Q4 2013Q2 201711
MEEDER ASSET MANAGEMENT INC 620.00%0.00%0.00%Q3 2017Q3 202211
MACKENZIE FINANCIAL CORP 830.00%0.00%0.00%Q4 2016Q3 202311
Clarus Group, Inc. 11110.22%0.27%0.34%Q1 2021Q3 202311
Taylor Wealth Management Partners 11110.01%0.54%2.04%Q1 2015Q3 201711
Wealthcare Advisory Partners LLC 1010.00%0.00%0.01%Q4 2017Q1 202111
STEPHENS INC /AR/ 11110.00%0.00%0.01%Q1 2021Q3 202311
USCA RIA LLC 640.01%0.09%0.13%Q4 2016Q2 202110
FIRST TRUST ADVISORS LP 410.00%0.00%0.00%Q2 2013Q3 202310
AMALGAMATED BANK 10100.00%0.00%0.00%Q2 2021Q3 202310
GSA CAPITAL PARTNERS LLP 510.01%0.06%0.17%Q3 2017Q2 202310
PANAGORA ASSET MANAGEMENT INC 510.00%0.00%0.00%Q4 2019Q1 202310
WOLVERINE TRADING, LLC 310.00%0.00%0.00%Q4 2017Q4 202210
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. 10100.00%0.00%0.01%Q2 2016Q3 201810
Squarepoint Ops LLC 710.00%0.00%0.01%Q4 2016Q4 202210
Campbell & CO Investment Adviser LLC 510.06%0.09%0.14%Q1 2019Q3 202310
PineBridge Investments, L.P. 10100.00%0.01%0.03%Q3 2017Q4 201910
VICTORY CAPITAL MANAGEMENT INC 430.00%0.00%0.00%Q2 2015Q4 202210
ACADIAN ASSET MANAGEMENT LLC 990.00%0.01%0.03%Q2 2020Q2 20229
NBW CAPITAL LLC 990.50%0.64%0.91%Q2 2013Q2 20159
Plante Moran Financial Advisors, LLC 810.01%0.02%0.02%Q1 2016Q3 20189
Corient Capital Partners, LLC 990.01%0.01%0.02%Q3 2020Q3 20229
SEI INVESTMENTS CO 510.00%0.00%0.00%Q4 2016Q2 20229
AMUNDI ASSET MANAGEMENT US, INC. 990.00%0.00%0.00%Q4 2017Q4 20199
HSBC HOLDINGS PLC 710.00%0.00%0.00%Q1 2020Q4 20229
Allworth Financial LP 990.00%0.00%0.00%Q3 2021Q3 20239
NEXPOINT ASSET MANAGEMENT, L.P. 990.91%2.01%3.82%Q3 2021Q3 20239
Advisory Services Network, LLC 510.00%0.00%0.01%Q3 2018Q4 20208
Point72 Hong Kong Ltd 320.00%0.00%0.02%Q1 2020Q3 20228
JOURNEY STRATEGIC WEALTH LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Texan Capital Management 880.18%0.21%0.25%Q2 2015Q1 20178
TRUIST FINANCIAL CORP 530.00%0.00%0.00%Q3 2021Q3 20238
6 Meridian 880.02%0.05%0.08%Q3 2018Q2 20208
MV CAPITAL MANAGEMENT, INC. 880.00%0.00%0.00%Q3 2016Q2 20188
FIFTH THIRD BANCORP 880.00%0.00%0.00%Q3 2021Q2 20238
Maryland State Retirement & Pension System 440.00%0.01%0.01%Q3 2021Q3 20238
CHILTON CAPITAL MANAGEMENT LLC 310.00%0.34%1.03%Q2 2017Q3 20238
TRUST & FIDUCIARY MANAGEMENT SERVICES INC 880.88%0.96%1.08%Q3 2013Q2 20158
BRIDGEWAY CAPITAL MANAGEMENT, LLC 440.00%0.02%0.04%Q3 2013Q3 20198
EverSource Wealth Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
MENTA CAPITAL LLC 710.09%0.22%0.41%Q3 2015Q2 20198
Triton Wealth Management, PLLC 880.06%0.08%0.14%Q2 2020Q1 20228
First Eagle Investment Management, LLC 880.00%0.01%0.02%Q4 2021Q3 20238
MSI Financial Services Inc 880.00%0.00%0.00%Q1 2015Q4 20168
ClearBridge Investments 710.00%0.00%0.00%Q2 2013Q1 20178
PVG Asset Management 710.67%1.42%2.41%Q4 2014Q4 20168
WESTWOOD MANAGEMENT CORP /IL/ 880.14%0.24%0.33%Q1 2016Q4 20178
ALGERT GLOBAL LLC 880.01%0.03%0.08%Q3 2021Q2 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Pinnacle Summer Investments, Inc. 710.02%0.03%0.05%Q2 2013Q4 20158
GLENMEDE TRUST CO NA 880.00%0.00%0.00%Q4 2018Q3 20208
NORDEA INVESTMENT MANAGEMENT AB 620.00%0.00%0.01%Q4 2018Q3 20238
KENNEDY CAPITAL MANAGEMENT LLC 710.02%0.12%0.16%Q2 2017Q3 20238
Cornerstone Advisors, Inc. 880.00%0.00%0.00%Q1 2018Q4 20198
Allspring Global Investments Holdings, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
AdvisorNet Financial, Inc 880.00%0.00%0.00%Q4 2017Q3 20198
Grandeur Peak Global Advisors, LLC 880.01%0.65%0.94%Q2 2013Q1 20158
Nine Chapters Capital Management LLC 880.02%0.04%0.08%Q4 2013Q3 20158
Pacer Advisors, Inc. 880.00%0.00%0.00%Q2 2018Q1 20208
HRT FINANCIAL LP 410.00%0.01%0.02%Q3 2020Q1 20237
Fieldpoint Private Securities, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
SCHNIEDERS CAPITAL MANAGEMENT LLC 770.05%0.06%0.07%Q4 2016Q2 20187
PVG ASSET MANAGEMENT CORP 610.65%2.28%4.52%Q3 2016Q2 20187
Berman Capital Advisors, LLC 770.00%0.00%0.00%Q1 2020Q3 20217
ProShare Advisors LLC 210.00%0.00%0.00%Q3 2013Q1 20227
Penserra Capital Management LLC 770.00%0.00%0.01%Q4 2015Q2 20177
HighVista Strategies LLC 610.04%0.07%0.12%Q4 2019Q3 20217
Rockefeller Capital Management L.P. 770.00%0.00%0.00%Q2 2021Q4 20227
LSV ASSET MANAGEMENT 610.00%0.00%0.00%Q2 2016Q3 20227
Transamerica Financial Advisors, Inc. 770.00%0.00%0.00%Q1 2014Q3 20157
SCHRODER INVESTMENT MANAGEMENT GROUP 610.00%0.00%0.00%Q3 2017Q2 20197
SILVER CAPITAL MANAGEMENT LLC 771.71%2.12%2.87%Q2 2016Q4 20177
Worth Venture Partners, LLC 770.11%0.14%0.16%Q1 2022Q3 20237
ADVISORY RESEARCH INC 770.03%0.06%0.09%Q1 2022Q3 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.00%0.00%0.00%Q2 2013Q4 20147
Dorsey Wright & Associates 410.00%0.01%0.01%Q4 2019Q3 20237
State of Wyoming 610.02%0.03%0.05%Q4 2021Q3 20237
SMITH CHAS P & ASSOCIATES PA CPAS 770.05%0.06%0.07%Q2 2013Q4 20147
Ellevest, Inc. 770.00%0.00%0.00%Q4 2020Q2 20227
Mizuho Trust & Banking Co., Ltd. 770.00%0.00%0.00%Q1 2015Q3 20167
Man Group plc 610.00%0.00%0.01%Q2 2018Q4 20217
Oliver Luxxe Assets LLC 770.09%0.13%0.16%Q3 2021Q1 20237
Winslow, Evans & Crocker, Inc. 770.03%0.04%0.05%Q4 2013Q2 20157
VIRGINIA RETIREMENT SYSTEMS ET AL 510.00%0.01%0.01%Q1 2018Q3 20236
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 660.00%0.00%0.00%Q2 2021Q3 20226
Mirae Asset Global Investments Co., Ltd. 660.00%0.00%0.00%Q2 2022Q3 20236
Baird Financial Group, Inc. 660.00%0.00%0.00%Q2 2019Q3 20206
PRELUDE CAPITAL MANAGEMENT, LLC 210.00%0.02%0.04%Q4 2013Q3 20236
CENTRAL TRUST Co 660.00%0.00%0.00%Q1 2015Q2 20166
Hillsdale Investment Management Inc. 310.00%0.19%0.37%Q2 2016Q3 20236
B. Riley Wealth Management, Inc. 660.07%0.08%0.09%Q1 2014Q2 20156
RATIONAL ADVISORS LLC 660.21%0.92%1.86%Q1 2017Q2 20186
TEACHER RETIREMENT SYSTEM OF TEXAS 510.00%0.00%0.00%Q4 2017Q3 20236
WELLINGTON MANAGEMENT GROUP LLP 330.00%0.00%0.00%Q2 2013Q1 20186
SIGNATUREFD, LLC 310.00%0.00%0.00%Q1 2021Q2 20236
Meiji Yasuda Asset Management Co Ltd. 660.01%0.01%0.01%Q2 2022Q3 20236
Ensign Peak Advisors, Inc 660.00%0.00%0.00%Q2 2020Q3 20216
JANE STREET GROUP, LLC 310.00%0.00%0.00%Q2 2017Q2 20236
Larson Financial Group LLC 660.00%0.09%0.14%Q2 2022Q3 20236
Zebra Capital Management LLC 660.13%0.25%0.44%Q1 2021Q2 20226
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 510.00%0.00%0.00%Q1 2020Q3 20216
Creative Planning 210.00%0.00%0.00%Q1 2015Q2 20236
CAXTON ASSOCIATES LP 320.01%0.02%0.07%Q2 2020Q1 20225
Dakota Wealth Management 550.03%0.04%0.05%Q3 2022Q3 20235
B. Riley Wealth Advisors, Inc. 310.00%0.03%0.06%Q2 2013Q4 20145
M&T BANK CORP 550.00%0.00%0.00%Q2 2013Q2 20145
FARMERS & MERCHANTS INVESTMENTS INC 550.00%0.00%0.00%Q3 2022Q3 20235
SYSTEMATIC FINANCIAL MANAGEMENT LP 320.01%0.02%0.02%Q4 2016Q2 20205
Golden State Wealth Management, LLC 310.00%0.01%0.01%Q1 2019Q3 20205
Mariner, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Independent Advisor Alliance 320.02%0.03%0.04%Q4 2017Q1 20195
Acrospire Investment Management LLC 550.01%0.02%0.03%Q1 2016Q1 20175
CWM, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
ExodusPoint Capital Management, LP 210.00%0.00%0.00%Q3 2020Q2 20235
LOOMIS SAYLES & CO L P 410.00%0.00%0.00%Q4 2020Q2 20235
TUDOR INVESTMENT CORP ET AL 210.00%0.01%0.02%Q2 2015Q2 20215
Qube Research & Technologies Ltd 310.00%0.00%0.00%Q3 2021Q3 20235
UBS AG 410.00%0.00%0.00%Q2 2013Q3 20145
Independent Order of Foresters 410.07%0.15%0.20%Q4 2013Q2 20175
Schonfeld Strategic Advisors LLC 550.00%0.00%0.01%Q1 2022Q1 20235
Wealthspire Advisors, L.P. 440.00%0.00%0.00%Q2 2018Q1 20194
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 310.00%0.00%0.01%Q2 2022Q3 20234
D.A. DAVIDSON & CO. 310.00%0.00%0.00%Q4 2013Q1 20174
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
Graham Capital Management, L.P. 310.00%0.01%0.02%Q1 2022Q2 20234
Connor, Clark & Lunn Investment Management Ltd. 210.00%0.00%0.00%Q2 2016Q2 20214
Hazelview Securities Inc. 440.86%1.16%1.52%Q1 2022Q4 20224
Tarbox Family Office, Inc. 440.00%0.00%0.00%Q2 2019Q1 20204
EVERENCE CAPITAL MANAGEMENT INC 440.01%0.03%0.06%Q1 2022Q4 20224
Quantamental Technologies LLC 440.00%0.02%0.03%Q4 2018Q3 20194
HANSEATIC MANAGEMENT SERVICES INC 440.01%0.01%0.01%Q1 2022Q4 20224
HighTower Advisors, LLC 440.00%0.00%0.00%Q3 2021Q2 20224
Cambridge Investment Research Advisors, Inc. 310.00%0.00%0.00%Q2 2020Q3 20214
CAPTRUST FINANCIAL ADVISORS 440.00%0.00%0.00%Q4 2022Q3 20234
Spire Wealth Management 440.00%0.00%0.00%Q3 2021Q2 20224
SII INVESTMENTS INC/WI 440.01%0.01%0.02%Q3 2016Q2 20174
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
FOSTER & MOTLEY INC 440.05%0.10%0.13%Q4 2022Q3 20234
Lindbrook Capital, LLC 440.00%0.00%0.00%Q1 2022Q4 20224
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
ZACKS INVESTMENT MANAGEMENT 310.00%0.01%0.02%Q2 2019Q3 20204
WINTON GROUP Ltd 310.00%0.02%0.07%Q4 2018Q2 20204
Jump Financial, LLC 110.01%0.01%0.02%Q2 2021Q3 20234
Conversant Capital LLC 444.48%4.84%5.40%Q1 2022Q4 20224
Murphy Pohlad Asset Management LLC 440.06%0.06%0.07%Q4 2022Q3 20234
Charter Oak Capital Management, LLC 440.00%0.00%0.00%Q3 2021Q2 20224
Ignite Planners, LLC 440.10%0.14%0.18%Q4 2022Q3 20234
BALYASNY ASSET MANAGEMENT L.P. 440.01%0.02%0.02%Q3 2020Q2 20214
ClariVest Asset Management LLC 220.02%0.03%0.04%Q4 2018Q4 20194
Clear Harbor Asset Management, LLC 310.03%0.07%0.10%Q2 2017Q2 20184
MGO ONE SEVEN LLC 210.01%0.07%0.11%Q4 2017Q4 20183
Sageworth Trust Co of South Dakota 330.00%0.00%0.00%Q4 2021Q2 20223
U.S. Capital Wealth Advisors, LLC 330.11%0.12%0.14%Q3 2021Q1 20223
PDT Partners, LLC 110.00%0.01%0.03%Q4 2013Q3 20153
CenterBook Partners LP 210.14%0.22%0.28%Q4 2021Q3 20223
JOYN Advisors, Inc. 330.00%0.00%0.00%Q2 2018Q4 20183
JAMES INVESTMENT RESEARCH INC 330.01%0.01%0.02%Q2 2016Q4 20163
CANADA PENSION PLAN INVESTMENT BOARD 110.00%0.00%0.00%Q1 2014Q4 20213
Spartan Fund Management Inc. 330.01%0.01%0.02%Q2 2022Q4 20223
BB&T SECURITIES, LLC 330.00%0.00%0.00%Q2 2017Q4 20173
Spot Trading L.L.C 210.00%0.00%0.01%Q2 2015Q3 20163
Virtu Financial LLC 210.01%0.01%0.01%Q4 2017Q4 20213
Forward Management, LLC 330.45%0.58%0.83%Q2 2013Q4 20133
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 330.00%0.01%0.01%Q3 2021Q1 20223
DigitalBridge Group, Inc. 210.53%0.90%1.33%Q1 2022Q3 20233
Intrinsic Edge Capital Management LLC 330.15%0.25%0.32%Q2 2018Q4 20183
Blue Trust, Inc. 330.00%0.00%0.00%Q2 2022Q4 20223
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q4 2015Q1 20223
Global Retirement Partners, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
HORIZON BANCORP INC /IN/ 330.00%0.00%0.00%Q1 2023Q3 20233
Sageworth Trust Co 330.00%0.00%0.00%Q2 2021Q4 20213
DUPONT CAPITAL MANAGEMENT CORP 210.01%0.02%0.02%Q4 2014Q4 20203
Anson Funds Management LP 330.16%0.23%0.34%Q3 2021Q1 20223
MinichMacGregor Wealth Management, LLC 210.00%0.00%0.00%Q2 2018Q4 20223
Cetera Advisors LLC 330.01%0.01%0.02%Q2 2018Q4 20183
BOSTON ADVISORS LLC 330.01%0.03%0.07%Q2 2018Q4 20183
CIBC Private Wealth Group, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
Cambria Investment Management, L.P. 330.03%0.03%0.03%Q4 2022Q2 20233
Vestcor Inc 210.00%0.01%0.02%Q3 2020Q3 20223
Chicago Partners Investment Group LLC 210.00%0.01%0.01%Q2 2017Q1 20183
Amundi 330.00%0.00%0.00%Q1 2023Q3 20233
Engineers Gate Manager LP 110.01%0.01%0.01%Q2 2021Q1 20233
EMERALD MUTUAL FUND ADVISERS TRUST 210.02%0.02%0.03%Q2 2013Q1 20163
TFS CAPITAL LLC 210.01%0.02%0.03%Q2 2013Q1 20143
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 210.00%0.00%0.01%Q4 2020Q3 20213
Retirement Group, LLC 210.00%0.00%0.00%Q4 2019Q3 20203
Bison Wealth, LLC 330.10%0.12%0.14%Q2 2016Q4 20163
JANUS HENDERSON GROUP PLC 330.00%0.00%0.00%Q1 2023Q3 20233
M&G INVESTMENT MANAGEMENT LTD 210.00%0.00%0.00%Q2 2021Q4 20223
UNITED SERVICES AUTOMOBILE ASSOCIATION 330.00%0.00%0.01%Q4 2018Q2 20193
Diversified Trust Co 330.01%0.01%0.02%Q2 2021Q4 20213
Marshall Wace North America L.P. 220.00%0.00%0.01%Q4 2018Q1 20192
FRANKLIN RESOURCES INC 220.00%0.00%0.00%Q2 2023Q3 20232
Lido Advisors, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Covestor Ltd 220.00%0.00%0.00%Q2 2023Q3 20232
TORONTO DOMINION BANK 220.00%0.00%0.00%Q4 2021Q1 20222
Quilter Plc 220.01%0.01%0.01%Q2 2021Q3 20212
Belvedere Trading LLC 220.01%0.01%0.01%Q1 2022Q2 20222
ROWLAND CARMICHAEL ADVISORS INC /ADV 220.10%0.12%0.13%Q2 2017Q3 20172
ASSETMARK, INC 110.00%0.00%0.00%Q4 2017Q2 20222
AMERICAN CENTURY COMPANIES INC 220.00%0.00%0.00%Q4 2018Q1 20192
Price Capital Management, Inc. 220.05%0.20%0.36%Q2 2018Q3 20182
A.R.T. Advisors, LLC 110.01%0.01%0.01%Q4 2015Q3 20192
MARSHALL WACE, LLP 220.00%0.01%0.02%Q4 2018Q1 20192
Clal Insurance Enterprises Holdings Ltd 220.00%0.00%0.00%Q1 2021Q2 20212
EAM Investors, LLC 220.19%0.23%0.27%Q1 2022Q2 20222
Quadrature Capital Ltd 110.00%0.00%0.00%Q4 2020Q3 20232
DENALI ADVISORS LLC 110.01%0.02%0.04%Q3 2020Q2 20232
Fortress Investment Group LLC 221.12%1.49%1.86%Q2 2023Q3 20232
EAM Global Investors LLC 220.28%0.33%0.39%Q1 2022Q2 20222
FOX RUN MANAGEMENT, L.L.C. 110.03%0.05%0.07%Q2 2018Q1 20232
RESOURCE AMERICA, INC. 223.24%4.01%4.78%Q4 2017Q1 20182
Cumberland Partners Ltd 220.04%0.05%0.07%Q2 2018Q3 20182
SeaCrest Wealth Management, LLC 110.00%0.00%0.00%Q4 2017Q1 20192
Manchester Capital Management LLC 220.00%0.00%0.00%Q2 2023Q3 20232
HARVEST GROUP WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
BESSEMER GROUP INC 110.00%0.00%0.00%Q2 2020Q4 20222
ALBERT D MASON INC 220.06%0.07%0.07%Q2 2013Q3 20132
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2019Q3 20212
ENTERPRISE FINANCIAL SERVICES CORP 220.00%0.00%0.00%Q2 2016Q3 20162
THIRD AVENUE MANAGEMENT LLC 220.13%0.13%0.13%Q2 2023Q3 20232
PUTNAM INVESTMENTS LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Grantham, Mayo, Van Otterloo & Co. LLC 220.00%0.00%0.00%Q1 2023Q2 20232
First Western Capital Management Co 220.24%0.25%0.26%Q4 2013Q1 20142
Financial Gravity Asset Management, Inc. 110.01%0.04%0.08%Q3 2021Q2 20222
Gradient Investments LLC 110.00%0.00%0.00%Q1 2015Q2 20192
WHITTIER TRUST CO 110.00%0.00%0.00%Q2 2015Q1 20192
Emerald Acquisition Ltd. 220.00%0.00%0.00%Q2 2016Q3 20162
LAZARD ASSET MANAGEMENT LLC 110.00%0.00%0.01%Q2 2013Q1 20222
Quantedge Capital Pte Ltd 220.03%0.06%0.09%Q2 2022Q3 20222
PRIVATE TRUST CO NA 110.00%0.00%0.00%Q3 2022Q3 20232
BANK OF NOVA SCOTIA 220.00%0.00%0.00%Q1 2022Q2 20222
DRIEHAUS CAPITAL MANAGEMENT LLC 220.03%0.04%0.05%Q2 2014Q3 20142
Dynamic Technology Lab Private Ltd 110.06%0.06%0.07%Q3 2015Q2 20162
GIRARD SECURITIES, INC. 220.98%1.15%1.32%Q2 2017Q3 20172
Point72 Middle East FZE 220.00%0.00%0.00%Q4 2022Q1 20232
Virtu KCG Holdings LLC 110.00%0.00%0.01%Q2 2015Q2 20162
Summit Global Investments 220.09%0.09%0.09%Q3 2019Q4 20192
Advisory Alpha, LLC 220.00%0.00%0.01%Q3 2019Q4 20192
STIFEL FINANCIAL CORP 220.00%0.00%0.00%Q2 2022Q3 20222
TUCKER ASSET MANAGEMENT LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Quantitative Systematic Strategies LLC 110.03%0.04%0.04%Q4 2018Q2 20212
Crow Point Partners, LLC 220.11%0.11%0.11%Q1 2014Q2 20142
IMS Capital Management 220.23%0.48%0.73%Q3 2013Q4 20132
TCG Advisors, LP 220.23%0.25%0.26%Q1 2019Q2 20192
MASSMUTUAL TRUST CO FSB/ADV 220.00%0.00%0.00%Q3 2023Q4 20232
Prime Capital Investment Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Parallax Volatility Advisers, L.P. 110.00%0.00%0.00%Q4 2017Q4 20171
Proficio Capital Partners LLC 110.00%0.00%0.00%Q2 2019Q2 20191
1832 Asset Management L.P. 110.00%0.00%0.00%Q1 2022Q1 20221
CHILDRESS CAPITAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
HAP Trading, LLC 110.04%0.04%0.04%Q3 2015Q3 20151
Quarry LP 110.01%0.01%0.01%Q1 2023Q1 20231
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
ETF MANAGERS GROUP, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Equitable Holdings, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Lombard Odier Asset Management (USA) Corp 110.06%0.06%0.06%Q2 2022Q2 20221
UBS OCONNOR LLC 110.01%0.01%0.01%Q2 2017Q2 20171
Mach-1 Financial Group, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Paloma Partners Management Co 110.00%0.00%0.00%Q2 2021Q2 20211
FORA Capital, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Krilogy Financial LLC 110.00%0.00%0.00%Q2 2016Q2 20161
Summit Trail Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Calvert Investment Management, Inc. 110.08%0.08%0.08%Q2 2016Q2 20161
Hill Winds Capital LP 110.83%0.83%0.83%Q2 2021Q2 20211
CM WEALTH ADVISORS LLC 110.04%0.04%0.04%Q1 2023Q1 20231
AJO, LP 110.01%0.01%0.01%Q3 2020Q3 20201
MIRABELLA FINANCIAL SERVICES LLP 110.04%0.04%0.04%Q1 2023Q1 20231
First Trust Direct Indexing L.P. 110.00%0.00%0.00%Q4 2020Q4 20201
PIEDMONT INVESTMENT ADVISORS INC 110.01%0.01%0.01%Q2 2018Q2 20181
Walleye Trading LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Piermont Capital Management Inc. 110.48%0.48%0.48%Q3 2016Q3 20161
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
NATIXIS ADVISORS, L.P. 110.00%0.00%0.00%Q2 2022Q2 20221
XTX Topco Ltd 110.04%0.04%0.04%Q2 2021Q2 20211
CALTON & ASSOCIATES, INC. 110.01%0.01%0.01%Q4 2017Q4 20171
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
TAP Consulting, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Jefferies Group LLC 110.00%0.00%0.00%Q2 2015Q2 20151
Horizon Investments, LLC 110.01%0.01%0.01%Q2 2015Q2 20151
Illinois Municipal Retirement Fund 110.01%0.01%0.01%Q3 2023Q3 20231
Cerity Partners LLC 110.00%0.00%0.00%Q1 2023Q1 20231
CREATIVE FINANCIAL DESIGNS INC /ADV 110.00%0.00%0.00%Q2 2021Q2 20211
Twin Tree Management, LP 110.00%0.00%0.00%Q3 2019Q3 20191
EVERGREEN CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Foundry Partners, LLC 110.27%0.27%0.27%Q3 2023Q3 20231
Orion Portfolio Solutions, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Perigon Wealth Management, LLC 110.02%0.02%0.02%Q2 2017Q2 20171
FLOW TRADERS U.S. LLC 110.00%0.00%0.00%Q3 2013Q3 20131
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 110.03%0.03%0.03%Q2 2013Q2 20131
AIGEN INVESTMENT MANAGEMENT, LP 110.01%0.01%0.01%Q3 2020Q3 20201
Itau Unibanco Holding S.A. 110.01%0.01%0.01%Q4 2019Q4 20191
Bulldog Investors, LLP 110.31%0.31%0.31%Q4 2013Q4 20131
OXFORD ASSET MANAGEMENT LLP 110.00%0.00%0.00%Q4 2018Q4 20181
Walleye Capital LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Midwest Wealth Management Inc. 110.22%0.22%0.22%Q1 2022Q1 20221
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
STATE OF WISCONSIN INVESTMENT BOARD 110.00%0.00%0.00%Q2 2022Q2 20221
Gyon Technologies Capital Management, LP 110.07%0.07%0.07%Q4 2021Q4 20211
SECOR Capital Advisors, LP 110.21%0.21%0.21%Q3 2015Q3 20151
NORTHPOINTE CAPITAL LLC 110.41%0.41%0.41%Q2 2017Q2 20171
Point72 Asset Management, L.P. 110.00%0.00%0.00%Q1 2023Q1 20231
KOCH INDUSTRIES INC 110.02%0.02%0.02%Q1 2018Q1 20181
Csenge Advisory Group 110.00%0.00%0.00%Q3 2018Q3 20181
Quad-Cities Investment Group, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
AVANTAX ADVISORY SERVICES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Amalgamated Financial Corp. 110.00%0.00%0.00%Q1 2022Q1 20221
Y-Intercept (Hong Kong) Ltd 110.01%0.01%0.01%Q3 2022Q3 20221
FOUNDERS FINANCIAL SECURITIES LLC 110.08%0.08%0.08%Q2 2015Q2 20151
OUTFITTER FINANCIAL LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Alpine Global Management, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
Steward Partners Investment Advisory, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Sandy Spring Bank 110.00%0.00%0.00%Q4 2015Q4 20151
STEVENS CAPITAL MANAGEMENT LP 110.01%0.01%0.01%Q1 2019Q1 20191
Daiwa Capital Markets America Inc. 110.00%0.00%0.00%Q4 2013Q4 20131
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Virtus Fund Advisers, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q2 2016Q2 20161
Karp Capital Management Corp 110.00%0.00%0.00%Q1 2017Q1 20171
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q1 20221
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q2 2021Q2 20211
Versor Investments LP 110.04%0.04%0.04%Q3 2023Q3 20231
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
BlueCrest Capital Management Ltd 110.02%0.02%0.02%Q2 2018Q2 20181
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Cresset Asset Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
BAILARD, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Pinz Capital Management, LP 110.04%0.04%0.04%Q2 2021Q2 20211
FORTEM FINANCIAL GROUP, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
AE Wealth Management LLC 110.03%0.03%0.03%Q1 2017Q1 20171
Concorde Asset Management, LLC 110.12%0.12%0.12%Q4 2018Q4 20181
Freedom Investment Management, Inc. 110.04%0.04%0.04%Q2 2022Q2 20221
Byrne Asset Management LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Laurion Capital Management LP 110.00%0.00%0.00%Q4 2018Q4 20181
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q2 2020Q2 20201
MOODY NATIONAL BANK TRUST DIVISION 110.00%0.00%0.00%Q4 2018Q4 20181
Zions Bancorporation, N.A. 110.00%0.00%0.00%Q3 2021Q3 20211
LDR Capital Management LLC 113.44%3.44%3.44%Q4 2017Q4 20171
ENVESTNET ASSET MANAGEMENT INC 110.00%0.00%0.00%Q1 2014Q1 20141
Kissinger Financial Services LLC 110.58%0.58%0.58%Q2 2017Q2 20171
Ergoteles LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Private Advisor Group, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Jackson Creek Investment Advisors LLC 110.41%0.41%0.41%Q3 2021Q3 20211
WELD CAPITAL MANAGEMENT LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Pinnacle Wealth Planning Services, Inc. 110.02%0.02%0.02%Q4 2020Q4 20201
Grant Street Asset Management, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
USA FINANCIAL FORMULAS 110.03%0.03%0.03%Q2 2022Q2 20221
State of New Jersey Common Pension Fund E 110.40%0.40%0.40%Q1 2014Q1 20141
Rehmann Capital Advisory Group 110.00%0.00%0.00%Q1 2018Q1 20181
HARBOUR INVESTMENTS, INC. 110.00%0.00%0.00%Q3 2021Q3 20211
Jane Street Holding, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
External links

This page lists all the filers that currently own WHITESTONE REIT or have owned WHITESTONE REIT in the past.