AON PLC shareholder history

Current and past AON PLC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 14140.00%0.01%0.01%Q2 2020Q3 202342
Citadel Advisors 14140.00%0.01%0.11%Q2 2020Q3 202341
PEAK6 Investments LLC 14140.00%0.02%0.24%Q2 2020Q3 202339
MILLENNIUM MANAGEMENT LLC 14140.00%0.02%0.10%Q2 2020Q3 202338
Walleye Trading LLC 14140.00%0.02%0.08%Q2 2020Q3 202337
WOLVERINE TRADING, LLC 13130.00%0.01%0.04%Q3 2020Q3 202335
UBS Group AG 14140.00%0.01%0.03%Q2 2020Q3 202335
Cutler Group LLC / CA 14140.00%0.04%0.33%Q2 2020Q3 202334
Parallax Volatility Advisers, L.P. 14140.00%0.01%0.02%Q2 2020Q3 202333
CAPSTONE INVESTMENT ADVISORS, LLC 14140.00%0.02%0.08%Q2 2020Q3 202332
Sutton Wealth Advisors Inc. 31310.01%0.01%0.02%Q1 2016Q3 202331
JANE STREET GROUP, LLC 14140.00%0.01%0.02%Q2 2020Q3 202330
WEST PACES ADVISORS INC. 28280.04%0.05%0.06%Q4 2016Q3 202328
D. E. Shaw & Co., Inc. 14140.00%0.01%0.15%Q2 2020Q3 202328
HSBC HOLDINGS PLC 660.00%0.01%0.05%Q3 2020Q3 202324
TWO SIGMA SECURITIES, LLC 1120.01%0.02%0.05%Q2 2020Q3 202323
TWO SIGMA INVESTMENTS, LP 14140.00%0.13%0.63%Q2 2020Q3 202322
CITIGROUP INC 14140.00%0.03%0.10%Q2 2020Q3 202321
Point72 Hong Kong Ltd 540.00%0.06%0.35%Q2 2020Q3 202220
CWM, LLC 1080.01%0.02%0.02%Q1 2019Q3 202318
BANK OF AMERICA CORP /DE/ 14140.00%0.06%0.08%Q2 2020Q3 202318
Cubist Systematic Strategies, LLC 13130.00%0.06%0.18%Q2 2020Q2 202317
Game Creek Capital, LP 14140.29%0.93%3.49%Q2 2020Q3 202317
ROYAL BANK OF CANADA 14140.00%0.07%0.12%Q2 2020Q3 202316
Bowie Capital Management, LLC 14141.49%5.25%7.06%Q2 2020Q3 202316
SHUFRO ROSE & CO LLC 14140.04%0.33%0.49%Q2 2020Q3 202316
Versant Capital Management, Inc 16160.03%0.03%0.03%Q1 2020Q4 202316
GOLDMAN SACHS GROUP INC 14140.00%0.07%0.16%Q2 2020Q3 202316
Column Capital Advisors, LLC 15150.01%0.02%0.03%Q1 2020Q3 202315
North Star Investment Management Corp. 15150.04%0.05%0.06%Q1 2020Q3 202315
Artisan Partners Limited Partnership 14140.08%0.83%1.41%Q2 2020Q3 202315
HighTower Advisors, LLC 14140.00%0.02%0.03%Q2 2020Q3 202315
Jackson Square Partners, LLC 15150.00%0.29%0.98%Q1 2020Q3 202315
GATEWAY INVESTMENT ADVISERS LLC 15150.25%0.32%0.38%Q1 2020Q3 202315
MITCHELL CAPITAL MANAGEMENT CO 15150.34%0.46%0.57%Q1 2020Q3 202315
Capital Investment Advisors, LLC 15150.01%0.02%0.02%Q2 2020Q4 202315
HARBOR INVESTMENT ADVISORY, LLC 15150.00%0.04%0.06%Q1 2020Q3 202315
Sustainable Growth Advisers, LP 15150.05%0.98%4.17%Q1 2020Q3 202315
TODD ASSET MANAGEMENT LLC 15150.41%0.49%0.66%Q1 2020Q3 202315
CAPTRUST FINANCIAL ADVISORS 15150.01%0.02%0.03%Q1 2020Q3 202315
DUDLEY & SHANLEY, INC. 15155.02%6.77%8.70%Q1 2020Q3 202315
MASSMUTUAL TRUST CO FSB/ADV 15150.00%0.00%0.01%Q2 2020Q4 202315
Twin Tree Management, LP 1010.00%0.02%0.09%Q2 2020Q2 202315
GREENWOOD GEARHART INC 15151.66%1.95%2.16%Q1 2020Q3 202315
Valeo Financial Advisors, LLC 15150.02%0.03%0.04%Q1 2020Q3 202315
Verition Fund Management LLC 11110.00%0.02%0.08%Q1 2021Q3 202315
KORNITZER CAPITAL MANAGEMENT INC /KS 15150.17%0.23%0.29%Q1 2020Q3 202315
EAGLE CAPITAL MANAGEMENT LLC 15152.61%4.18%5.68%Q1 2020Q3 202315
CIBC WORLD MARKET INC. 14140.02%0.04%0.13%Q2 2020Q3 202315
QUADRANT CAPITAL GROUP LLC 15150.06%0.08%0.10%Q1 2020Q3 202315
Capital International Sarl 15150.56%0.86%1.11%Q1 2020Q3 202315
Ensign Peak Advisors, Inc 15150.00%0.35%0.46%Q1 2020Q3 202315
Chesley Taft & Associates LLC 15150.15%0.19%0.25%Q1 2020Q3 202315
Capital World Investors 15150.08%0.40%0.64%Q1 2020Q3 202315
Parallel Advisors, LLC 15150.01%0.02%0.03%Q1 2020Q3 202315
OPTIMUM INVESTMENT ADVISORS 15150.06%0.12%0.17%Q2 2020Q4 202315
NEVILLE RODIE & SHAW INC 15150.02%0.03%0.04%Q2 2020Q4 202315
Night Owl Capital Management, LLC 15154.91%8.87%14.29%Q1 2020Q3 202315
Boston Common Asset Management, LLC 15150.19%0.32%0.54%Q1 2020Q3 202315
RHUMBLINE ADVISERS 15150.11%0.14%0.16%Q1 2020Q3 202315
GARRISON BRADFORD & ASSOCIATES INC 15151.24%1.62%2.00%Q1 2020Q3 202315
Plante Moran Financial Advisors, LLC 15150.08%0.12%0.21%Q1 2020Q3 202315
CAPITAL INTERNATIONAL LTD /CA/ 15150.27%0.55%0.91%Q1 2020Q3 202315
Lindbrook Capital, LLC 15150.01%0.07%0.17%Q1 2020Q3 202315
Ellevest, Inc. 15150.01%0.02%0.03%Q1 2020Q3 202315
Capital International, Inc./CA/ 15150.37%0.82%1.23%Q1 2020Q3 202315
Capital International Investors 15150.41%0.50%0.64%Q1 2020Q3 202315
SEGALL BRYANT & HAMILL, LLC 15150.19%0.28%0.48%Q1 2020Q3 202315
Violich Capital Management, Inc. 15150.85%1.05%1.24%Q1 2020Q3 202315
NISA INVESTMENT ADVISORS, LLC 15150.09%0.12%0.15%Q1 2020Q3 202315
LOGAN CAPITAL MANAGEMENT INC 15150.04%0.06%0.08%Q1 2020Q3 202315
Williams Jones Wealth Management, LLC. 15150.02%0.50%0.61%Q1 2020Q3 202315
Heritage Wealth Advisors 15150.00%0.02%0.13%Q1 2020Q3 202315
Waldron Private Wealth LLC 15150.04%0.04%0.05%Q1 2020Q3 202315
Diversified Trust Co 15150.11%0.18%0.31%Q2 2020Q4 202315
Cohen Klingenstein LLC 15150.05%0.06%0.08%Q1 2020Q3 202315
CARDEROCK CAPITAL MANAGEMENT INC 15151.58%1.98%2.75%Q1 2020Q3 202315
Mitsubishi UFJ Trust & Banking Corp 15150.01%0.10%0.13%Q1 2020Q3 202315
Douglass Winthrop Advisors, LLC 15150.04%1.97%2.90%Q1 2020Q3 202315
ABNER HERRMAN & BROCK LLC 15152.13%2.78%3.35%Q1 2020Q3 202315
South Dakota Investment Council 15150.05%0.06%0.07%Q1 2020Q3 202315
Bartlett & Co. LLC 15150.01%0.02%0.02%Q2 2020Q4 202315
CANADA PENSION PLAN INVESTMENT BOARD 14140.00%0.04%0.09%Q2 2020Q3 202314
GUGGENHEIM CAPITAL LLC 14140.02%0.08%0.15%Q2 2020Q3 202314
DEUTSCHE BANK AG\ 14140.07%0.09%0.11%Q2 2020Q3 202314
Invesco Ltd. 14140.08%0.12%0.16%Q2 2020Q3 202314
Kovitz Investment Group Partners, LLC 14140.88%1.81%2.59%Q2 2020Q3 202314
Fiera Capital Corp 14140.00%0.12%0.68%Q2 2020Q3 202314
Center for Financial Planning, Inc. 14140.05%0.07%0.12%Q2 2020Q3 202314
Checchi Capital Advisers, LLC 14140.05%0.06%0.10%Q2 2020Q3 202314
WELLS FARGO & COMPANY/MN 14140.02%0.03%0.03%Q2 2020Q3 202314
PROFUND ADVISORS LLC 14140.03%0.04%0.05%Q2 2020Q3 202314
FRONTIER CAPITAL MANAGEMENT CO LLC 14140.80%1.22%1.81%Q2 2020Q3 202314
Argent Trust Co 14140.02%0.03%0.03%Q2 2020Q3 202314
Boston Partners 14140.29%0.43%0.70%Q2 2020Q3 202314
PUTNAM INVESTMENTS LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
KBC Group NV 14140.04%0.09%0.19%Q2 2020Q3 202314
LOUNTZIS ASSET MANAGEMENT, LLC 14140.28%0.33%0.36%Q2 2020Q3 202314
WEDBUSH SECURITIES INC 14140.02%0.02%0.03%Q2 2020Q3 202314
Geneos Wealth Management Inc. 14140.00%0.01%0.01%Q2 2020Q3 202314
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 14140.00%0.07%0.17%Q2 2020Q3 202314
Mitsubishi UFJ Asset Management Co., Ltd. 14140.10%0.27%0.86%Q2 2020Q3 202314
Advisors Capital Management, LLC 14140.38%0.58%0.72%Q2 2020Q3 202314
Smithfield Trust Co 14140.01%0.01%0.01%Q2 2020Q3 202314
Aperture Investors, LLC 14140.38%0.91%1.66%Q2 2020Q3 202314
CULLEN/FROST BANKERS, INC. 14140.21%0.25%0.29%Q2 2020Q3 202314
Cambridge Investment Research Advisors, Inc. 14140.01%0.01%0.02%Q2 2020Q3 202314
Neuberger Berman Group LLC 14140.63%0.74%0.88%Q2 2020Q3 202314
EARNEST PARTNERS LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
MADISON WEALTH MANAGEMENT 14140.38%0.47%0.55%Q2 2020Q3 202314
ASSETMARK, INC 14140.00%0.01%0.04%Q2 2020Q3 202314
AXA S.A. 14140.02%0.06%0.09%Q2 2020Q3 202314
FIRST TRUST ADVISORS LP 14140.01%0.08%0.22%Q2 2020Q3 202314
Russell Investments Group, Ltd. 14140.07%0.19%0.24%Q2 2020Q3 202314
OSAIC HOLDINGS, INC. 14140.01%0.02%0.03%Q2 2020Q3 202314
TEACHER RETIREMENT SYSTEM OF TEXAS 14140.01%0.09%0.21%Q2 2020Q3 202314
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 14140.06%0.07%0.20%Q2 2020Q3 202314
Sunflower Bank, N.A. 14140.06%0.09%0.13%Q2 2020Q3 202314
AMERICAN CENTURY COMPANIES INC 14140.00%0.01%0.01%Q2 2020Q3 202314
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 14142.75%3.65%4.38%Q2 2020Q3 202314
HUNTINGTON NATIONAL BANK 14140.02%0.02%0.03%Q2 2020Q3 202314
OLD NATIONAL BANCORP /IN/ 14140.03%0.35%0.58%Q2 2020Q3 202314
Coastline Trust Co 14140.04%0.05%0.13%Q2 2020Q3 202314
NORRIS PERNE & FRENCH LLP/MI 14140.02%0.03%0.04%Q2 2020Q3 202314
Daiwa Securities Group Inc. 14140.00%0.03%0.05%Q2 2020Q3 202314
Dougherty Wealth Advisers LLC 14140.22%0.31%0.47%Q2 2020Q3 202314
D.A. DAVIDSON & CO. 14140.01%0.01%0.01%Q2 2020Q3 202314
McAdam, LLC 14140.08%0.09%0.12%Q2 2020Q3 202314
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 14140.28%0.42%0.82%Q2 2020Q3 202314
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
PATHSTONE FAMILY OFFICE, LLC 14140.00%0.04%0.07%Q2 2020Q3 202314
BLAIR WILLIAM & CO/IL 14140.23%0.68%0.99%Q2 2020Q3 202314
SCHRODER INVESTMENT MANAGEMENT GROUP 14140.02%0.08%0.15%Q2 2020Q3 202314
Relyea Zuckerberg Hanson LLC 14140.12%0.16%0.21%Q2 2020Q3 202314
Armor Investment Advisors, LLC 14140.42%0.50%0.58%Q2 2020Q3 202314
Bangor Savings Bank 14140.08%0.09%0.12%Q2 2020Q3 202314
Lido Advisors, LLC 14140.01%0.01%0.02%Q2 2020Q3 202314
Fiduciary Group LLC 14140.90%1.07%1.22%Q2 2020Q3 202314
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 14140.27%0.32%0.37%Q2 2020Q3 202314
US BANCORP \DE\ 14140.01%0.02%0.02%Q2 2020Q3 202314
Treasurer of the State of North Carolina 14140.14%0.16%0.18%Q2 2020Q3 202314
Bank of New York Mellon Corp 14140.08%0.12%0.14%Q2 2020Q3 202314
WHITTIER TRUST CO 14140.00%0.01%0.03%Q2 2020Q3 202314
TOKIO MARINE ASSET MANAGEMENT CO LTD 14140.03%0.06%0.09%Q2 2020Q3 202314
COLONY GROUP LLC 14140.00%0.02%0.04%Q2 2020Q3 202314
Rafferty Asset Management, LLC 14140.13%0.18%0.21%Q2 2020Q3 202314
CREDIT SUISSE AG/ 14140.06%0.09%0.14%Q2 2020Q3 202314
Circle Wealth Management, LLC 14140.12%1.02%1.76%Q2 2020Q3 202314
SYNOVUS FINANCIAL CORP 14140.00%0.03%0.05%Q2 2020Q3 202314
Mariner, LLC 14140.02%0.03%0.03%Q2 2020Q3 202314
NICOLET BANKSHARES INC 14140.30%0.38%0.50%Q2 2020Q3 202314
Robeco Institutional Asset Management B.V. 14140.02%0.06%0.11%Q2 2020Q3 202314
AVIVA PLC 14140.05%0.18%0.47%Q2 2020Q3 202314
SEI INVESTMENTS CO 14140.07%0.13%0.20%Q2 2020Q3 202314
ENVESTNET ASSET MANAGEMENT INC 14140.03%0.04%0.06%Q2 2020Q3 202314
KING LUTHER CAPITAL MANAGEMENT CORP 14140.00%0.00%0.01%Q2 2020Q3 202314
VALLEY NATIONAL ADVISERS INC 14140.00%0.00%0.01%Q2 2020Q3 202314
Marks Group Wealth Management, Inc 14140.70%1.30%2.02%Q2 2020Q3 202314
Korea Investment CORP 14140.03%0.11%0.20%Q2 2020Q3 202314
BlackRock Inc. 14140.11%0.12%0.14%Q2 2020Q3 202314
Legal & General Group Plc 14140.12%0.15%0.16%Q2 2020Q3 202314
Magellan Asset Management Ltd 14140.00%0.00%0.00%Q2 2020Q3 202314
ALLSTATE CORP 14140.02%0.06%0.09%Q2 2020Q3 202314
NOMURA ASSET MANAGEMENT CO LTD 14140.06%0.08%0.11%Q2 2020Q3 202314
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
Weitz Investment Management 14142.08%3.04%4.73%Q2 2020Q3 202314
NorthRock Partners, LLC 14140.02%0.05%0.09%Q2 2020Q3 202314
Dai-ichi Life Insurance Company, Ltd 14140.10%0.14%0.24%Q2 2020Q3 202314
First Pacific Advisors, LP 14142.30%3.51%4.05%Q2 2020Q3 202314
PRINCIPAL FINANCIAL GROUP INC 14140.16%0.23%0.38%Q2 2020Q3 202314
Broad Run Investment Management 14147.94%9.16%10.72%Q2 2020Q3 202314
LPL Financial LLC 14140.01%0.01%0.01%Q2 2020Q3 202314
Kentucky Retirement Systems 14140.15%0.17%0.20%Q2 2020Q3 202314
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 14140.02%0.04%0.18%Q2 2020Q3 202314
MATTERN CAPITAL MANAGEMENT, LLC 14140.06%0.07%0.08%Q2 2020Q3 202314
STIFEL FINANCIAL CORP 14140.05%0.07%0.09%Q2 2020Q3 202314
GLENMEDE TRUST CO NA 14140.01%0.03%0.03%Q2 2020Q3 202314
AQR Capital Management 14140.06%0.08%0.10%Q2 2020Q3 202314
ENTERPRISE FINANCIAL SERVICES CORP 14140.01%0.44%1.06%Q2 2020Q3 202314
Allworth Financial LP 14140.00%0.00%0.01%Q2 2020Q3 202314
CONNING INC. 14140.02%0.02%0.03%Q2 2020Q3 202314
Wealthfront Advisers LLC 14140.01%0.02%0.02%Q2 2020Q3 202314
FIFTH THIRD BANCORP 14140.03%0.04%0.06%Q2 2020Q3 202314
Cetera Advisor Networks LLC 14140.02%0.02%0.04%Q2 2020Q3 202314
Capital Planning Advisors, LLC 14140.32%0.59%0.84%Q2 2020Q3 202314
CITIZENS FINANCIAL GROUP INC/RI 14140.33%0.37%0.46%Q2 2020Q3 202314
SILVERCREST ASSET MANAGEMENT GROUP LLC 14140.06%0.07%0.08%Q2 2020Q3 202314
Spears Abacus Advisors LLC 14140.63%2.48%3.37%Q2 2020Q3 202314
Baird Financial Group, Inc. 14140.01%0.02%0.03%Q2 2020Q3 202314
AMERIPRISE FINANCIAL INC 14140.04%0.09%0.14%Q2 2020Q3 202314
JANICZEK WEALTH MANAGEMENT, LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
NORTHERN TRUST CORP 14140.12%0.14%0.16%Q2 2020Q3 202314
CHICAGO TRUST Co NA 14140.15%0.25%0.34%Q2 2020Q3 202314
RAYMOND JAMES & ASSOCIATES 14140.05%0.06%0.07%Q2 2020Q3 202314
Parkside Financial Bank & Trust 14140.34%0.38%0.43%Q2 2020Q3 202314
BROWN BROTHERS HARRIMAN & CO 14140.01%0.01%0.01%Q2 2020Q3 202314
Qtron Investments LLC 14140.06%0.13%0.26%Q2 2020Q3 202314
Ethic Inc. 14140.18%0.21%0.30%Q2 2020Q3 202314
Savant Capital, LLC 14140.05%0.08%0.14%Q2 2020Q3 202314
Mount Yale Investment Advisors, LLC 14140.33%0.45%0.53%Q2 2020Q3 202314
NATIXIS ADVISORS, L.P. 14140.26%0.49%0.59%Q2 2020Q3 202314
Janney Montgomery Scott LLC 14140.01%0.03%0.05%Q2 2020Q3 202314
CIBC Asset Management Inc 14140.17%0.23%0.26%Q2 2020Q3 202314
MONETA GROUP INVESTMENT ADVISORS LLC 14140.02%0.03%0.04%Q2 2020Q3 202314
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 14140.06%0.10%0.17%Q2 2020Q3 202314
FIRST FOUNDATION ADVISORS 14140.40%0.60%0.84%Q2 2020Q3 202314
VOYA INVESTMENT MANAGEMENT LLC 14140.04%0.16%0.34%Q2 2020Q3 202314
M&T BANK CORP 14140.04%0.06%0.10%Q2 2020Q3 202314
HM PAYSON & CO 14140.00%0.94%1.46%Q2 2020Q3 202314
State of Tennessee, Treasury Department 14140.04%0.13%0.22%Q2 2020Q3 202314
PRUDENTIAL FINANCIAL INC 14140.04%0.07%0.09%Q2 2020Q3 202314
Creative Planning 14140.00%0.01%0.01%Q2 2020Q3 202314
Hummer Financial Advisory Services Inc 14140.57%0.82%1.05%Q2 2020Q3 202314
Kinneret Advisory, LLC 14140.07%0.09%0.11%Q2 2020Q3 202314
JPMORGAN CHASE & CO 14140.01%0.03%0.06%Q2 2020Q3 202314
FIL Ltd 14140.00%0.12%0.29%Q2 2020Q3 202314
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 14140.04%0.05%0.08%Q2 2020Q3 202314
Harbor Advisors LLC 14140.12%0.15%0.19%Q2 2020Q3 202314
PITCAIRN CO 14140.02%0.10%0.14%Q2 2020Q3 202314
CAROLINAS WEALTH CONSULTING LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
VICTORY CAPITAL MANAGEMENT INC 14140.01%0.02%0.05%Q2 2020Q3 202314
Dynamic Advisor Solutions LLC 14140.03%0.04%0.05%Q2 2020Q3 202314
DAVENPORT & Co LLC 14140.47%0.58%0.76%Q2 2020Q3 202314
PNC FINANCIAL SERVICES GROUP, INC. 14140.03%0.04%0.05%Q2 2020Q3 202314
NORDEA INVESTMENT MANAGEMENT AB 14140.00%0.01%0.01%Q2 2020Q3 202314
FARALLON CAPITAL MANAGEMENT LLC 14141.08%1.89%2.89%Q2 2020Q3 202314
DUNCKER STREETT & CO INC 14140.12%0.18%0.23%Q2 2020Q3 202314
TCTC Holdings, LLC 14141.31%1.47%1.65%Q2 2020Q3 202314
EULAV Asset Management 14140.37%0.83%1.31%Q2 2020Q3 202314
Cresset Asset Management, LLC 14140.01%0.02%0.05%Q2 2020Q3 202314
FDx Advisors, Inc. 14140.05%0.07%0.08%Q2 2020Q3 202314
FRANKLIN RESOURCES INC 14140.00%0.01%0.02%Q2 2020Q3 202314
STATE OF WISCONSIN INVESTMENT BOARD 14140.11%0.19%0.41%Q2 2020Q3 202314
STATE OF MICHIGAN RETIREMENT SYSTEM 14140.09%0.10%0.12%Q2 2020Q3 202314
Live Oak Private Wealth LLC 14140.59%1.11%1.50%Q2 2020Q3 202314
Private Advisor Group, LLC 14140.01%0.03%0.05%Q2 2020Q3 202314
Dorsey & Whitney Trust CO LLC 14140.07%0.08%0.10%Q2 2020Q3 202314
LVW Advisors, LLC 14140.06%0.09%0.10%Q2 2020Q3 202314
Seascape Capital Management 14140.99%1.61%2.22%Q2 2020Q3 202314
BloombergSen Inc. 14146.26%8.08%9.32%Q2 2020Q3 202314
ATLAS CAPITAL ADVISORS LLC 1220.05%0.08%0.25%Q1 2020Q3 202314
WELLINGTON MANAGEMENT GROUP LLP 14140.00%0.06%0.15%Q2 2020Q3 202314
KWMG, LLC 14140.61%0.71%0.77%Q2 2020Q3 202314
Asset Management One Co., Ltd. 14140.11%0.14%0.16%Q2 2020Q3 202314
BALDWIN BROTHERS LLC/MA 14140.00%0.00%0.00%Q3 2020Q4 202314
Sumitomo Mitsui DS Asset Management Company, Ltd 14140.09%0.10%0.12%Q2 2020Q3 202314
UNITED CAPITAL FINANCIAL ADVISORS, LLC 14140.01%0.01%0.01%Q2 2020Q3 202314
FEDERATED HERMES, INC. 14140.00%0.00%0.01%Q2 2020Q3 202314
Allianz Asset Management GmbH 14140.01%0.08%0.17%Q2 2020Q3 202314
COMMONWEALTH EQUITY SERVICES, LLC 14140.02%0.02%0.02%Q2 2020Q3 202314
LINCOLN NATIONAL CORP 14140.02%0.03%0.04%Q2 2020Q3 202314
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 14140.01%0.07%0.16%Q2 2020Q3 202314
Gratus Capital, LLC 14140.21%0.30%0.46%Q2 2020Q3 202314
SG Americas Securities, LLC 14140.01%0.02%0.07%Q2 2020Q3 202314
TD ASSET MANAGEMENT INC 14140.02%0.05%0.20%Q2 2020Q3 202314
Alera Investment Advisors, LLC 14140.14%0.21%0.27%Q2 2020Q3 202314
IFP Advisors, Inc 14140.01%0.01%0.01%Q2 2020Q3 202314
Mirae Asset Global Investments Co., Ltd. 14140.01%0.02%0.03%Q2 2020Q3 202314
FARMERS & MERCHANTS INVESTMENTS INC 14140.00%0.00%0.00%Q2 2020Q3 202314
ANCHOR CAPITAL ADVISORS LLC 14140.04%0.06%0.07%Q2 2020Q3 202314
Cannell & Co. 14140.01%0.01%0.02%Q2 2020Q3 202314
J.P. Morgan Private Wealth Advisors LLC 14140.02%0.04%0.07%Q2 2020Q3 202314
RAYMOND JAMES TRUST N.A. 14140.04%0.05%0.09%Q2 2020Q3 202314
SIT INVESTMENT ASSOCIATES INC 860.00%0.14%0.42%Q1 2020Q3 202314
FUKOKU MUTUAL LIFE INSURANCE Co 14140.02%0.03%0.04%Q2 2020Q3 202314
CIGNA INVESTMENTS INC /NEW 14140.12%0.14%0.16%Q2 2020Q3 202314
Crossmark Global Holdings, Inc. 14140.07%0.10%0.14%Q2 2020Q3 202314
Meiji Yasuda Asset Management Co Ltd. 14140.05%0.17%0.33%Q2 2020Q3 202314
RDA Financial Network 14140.12%0.16%0.19%Q2 2020Q3 202314
Goelzer Investment Management, Inc. 14140.12%0.28%0.33%Q2 2020Q3 202314
Banque Cantonale Vaudoise 14140.05%0.06%0.08%Q2 2020Q3 202314
Laird Norton Wetherby Wealth Management, LLC 14140.08%0.10%0.12%Q2 2020Q3 202314
TEXAS PERMANENT SCHOOL FUND CORP 14140.09%0.12%0.14%Q2 2020Q3 202314
BANQUE PICTET & CIE SA 14140.13%0.19%0.24%Q2 2020Q3 202314
ProShare Advisors LLC 14140.04%0.04%0.05%Q2 2020Q3 202314
PRICE T ROWE ASSOCIATES INC /MD/ 14140.03%0.04%0.06%Q2 2020Q3 202314
WHITTIER TRUST CO OF NEVADA INC 14140.00%0.01%0.02%Q2 2020Q3 202314
THRIVENT FINANCIAL FOR LUTHERANS 14140.01%0.03%0.07%Q2 2020Q3 202314
SCOTIA CAPITAL INC. 14140.01%0.01%0.02%Q2 2020Q3 202314
NICHOLAS COMPANY, INC. 14141.17%1.63%2.11%Q2 2020Q3 202314
First Horizon Advisors, Inc. 14140.00%0.01%0.03%Q2 2020Q3 202314
UNIO CAPITAL LLC 14142.52%3.39%3.98%Q2 2020Q3 202314
PITTENGER & ANDERSON INC 14140.14%0.19%0.22%Q2 2020Q3 202314
STRATEGY ASSET MANAGERS LLC 14141.57%1.83%2.27%Q2 2020Q3 202314
Pekin Hardy Strauss, Inc. 14140.21%0.34%0.54%Q2 2020Q3 202314
Longview Partners (Guernsey) LTD 14144.04%4.63%5.32%Q2 2020Q3 202314
Simplicity Solutions, LLC 14140.01%0.14%0.37%Q2 2020Q3 202314
Norinchukin Bank, The 14140.02%0.04%0.10%Q2 2020Q3 202314
CENTRAL SECURITIES CORP 14141.68%4.75%6.16%Q2 2020Q3 202314
Mawer Investment Management Ltd. 14146.98%7.98%8.69%Q2 2020Q3 202314
Canton Hathaway, LLC 14140.01%0.02%0.02%Q2 2020Q3 202314
USS Investment Management Ltd 14140.11%0.57%1.31%Q2 2020Q3 202314
GREENLEAF TRUST 14140.01%0.01%0.02%Q2 2020Q3 202314
Gotham Asset Management, LLC 14140.04%0.12%0.18%Q2 2020Q3 202314
JANUS HENDERSON GROUP PLC 14140.13%0.32%0.51%Q2 2020Q3 202314
Rockefeller Capital Management L.P. 14140.01%0.02%0.02%Q2 2020Q3 202314
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 14140.13%0.15%0.17%Q2 2020Q3 202314
Chevy Chase Trust Holdings, LLC 14140.00%0.13%0.15%Q2 2020Q3 202314
PUBLIC SECTOR PENSION INVESTMENT BOARD 14140.03%0.07%0.11%Q2 2020Q3 202314
Advisors Asset Management, Inc. 14140.00%0.01%0.03%Q2 2020Q3 202314
BEESE FULMER INVESTMENT MANAGEMENT, INC. 14140.08%0.54%0.77%Q2 2020Q3 202314
KIRR MARBACH & CO LLC /IN/ 14143.02%3.64%4.16%Q2 2020Q3 202314
Impax Asset Management Group plc 14140.01%0.01%0.01%Q2 2020Q3 202314
JFS WEALTH ADVISORS, LLC 14140.04%0.05%0.08%Q2 2020Q3 202314
DekaBank Deutsche Girozentrale 14140.04%0.06%0.09%Q2 2020Q3 202314
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 14140.00%0.06%0.15%Q2 2020Q3 202314
Chicago Capital, LLC 14140.02%0.03%0.04%Q2 2020Q3 202314
BANK OF NOVA SCOTIA 14140.00%0.01%0.03%Q2 2020Q3 202314
GREAT LAKES ADVISORS, LLC 14140.00%0.02%0.09%Q2 2020Q3 202314
Marble Harbor Investment Counsel, LLC 14140.10%0.12%0.14%Q2 2020Q3 202314
Sound View Wealth Advisors Group, LLC 14140.15%0.19%0.26%Q2 2020Q3 202314
STATE STREET CORP 14140.12%0.14%0.16%Q2 2020Q3 202314
JOHNSON INVESTMENT COUNSEL INC 14140.07%0.08%0.08%Q2 2020Q3 202314
MV CAPITAL MANAGEMENT, INC. 14140.24%0.37%0.44%Q2 2020Q3 202314
TRUIST FINANCIAL CORP 14140.02%0.03%0.04%Q2 2020Q3 202314
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 14140.13%0.46%1.35%Q2 2020Q3 202314
DSM CAPITAL PARTNERS LLC 14140.10%1.61%2.13%Q2 2020Q3 202314
Symmetry Partners, LLC 14140.04%0.08%0.10%Q2 2020Q3 202314
ALLIANCEBERNSTEIN L.P. 14140.03%0.04%0.04%Q2 2020Q3 202314
KEYBANK NATIONAL ASSOCIATION/OH 14140.01%0.01%0.01%Q2 2020Q3 202314
Retirement Systems of Alabama 14140.07%0.10%0.16%Q2 2020Q3 202314
MPS Loria Financial Planners, LLC 14140.10%0.12%0.14%Q2 2020Q3 202314
Onex Canada Asset Management Inc. 14141.58%2.31%3.21%Q2 2020Q3 202314
Prestige Wealth Management Group LLC 14140.00%0.02%0.08%Q2 2020Q3 202314
SENTRY INVESTMENT MANAGEMENT LLC 14140.15%0.20%0.38%Q2 2020Q3 202314
Tower Research Capital LLC (TRC) 14140.01%0.06%0.13%Q2 2020Q3 202314
YCG, LLC 14143.97%4.54%5.05%Q2 2020Q3 202314
AE Wealth Management LLC 14140.00%0.01%0.02%Q2 2020Q3 202314
SHELTON CAPITAL MANAGEMENT 14140.01%0.07%0.24%Q2 2020Q3 202314
RITHOLTZ WEALTH MANAGEMENT 14140.03%0.06%0.14%Q2 2020Q3 202314
Tortoise Investment Management, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
OSSIAM 14140.00%0.17%0.49%Q2 2020Q3 202314
Man Group plc 14140.01%0.07%0.23%Q2 2020Q3 202314
CENTRAL TRUST Co 14140.00%0.01%0.01%Q2 2020Q3 202314
Raymond James Financial Services Advisors, Inc. 14140.01%0.01%0.01%Q2 2020Q3 202314
APG Asset Management N.V. 14140.07%0.14%0.23%Q2 2020Q3 202314
DIMENSIONAL FUND ADVISORS LP 14140.08%0.09%0.11%Q2 2020Q3 202314
RBF Capital, LLC 14140.06%0.09%0.21%Q2 2020Q3 202314
OXFORD FINANCIAL GROUP, LTD. LLC 14140.13%0.17%0.20%Q2 2020Q3 202314
Louisiana State Employees Retirement System 14140.08%0.10%0.11%Q2 2020Q3 202314
Clarius Group, LLC 14140.04%0.05%0.06%Q2 2020Q3 202314
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 14140.08%0.10%0.10%Q2 2020Q3 202314
Ancora Advisors LLC 14140.04%0.05%0.06%Q2 2020Q3 202314
Ellis Investment Partners, LLC 14140.25%0.30%0.34%Q2 2020Q3 202314
PEAPACK GLADSTONE FINANCIAL CORP 14140.16%0.20%0.28%Q2 2020Q3 202314
Verdence Capital Advisors LLC 14140.20%0.34%0.46%Q2 2020Q3 202314
Kentucky Retirement Systems Insurance Trust Fund 14140.15%0.18%0.20%Q2 2020Q3 202314
Steward Partners Investment Advisory, LLC 14140.01%0.01%0.01%Q2 2020Q3 202314
TCI Wealth Advisors, Inc. 14140.02%0.03%0.06%Q2 2020Q3 202314
Blue Chip Partners, LLC 14140.13%0.14%0.16%Q2 2020Q3 202314
MACQUARIE GROUP LTD 14140.00%0.04%0.16%Q2 2020Q3 202314
THOMPSON INVESTMENT MANAGEMENT, INC. 14140.07%0.09%0.12%Q2 2020Q3 202314
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 14141.36%1.56%1.74%Q2 2020Q3 202314
Manchester Capital Management LLC 14140.02%0.02%0.03%Q2 2020Q3 202314
GEODE CAPITAL MANAGEMENT, LLC 14140.13%0.15%0.17%Q2 2020Q3 202314
Global Retirement Partners, LLC 14140.02%0.05%0.26%Q2 2020Q3 202314
Equitable Holdings, Inc. 14140.01%0.01%0.01%Q2 2020Q3 202314
XPONANCE, INC. 14140.11%0.16%0.21%Q2 2020Q3 202314
FMR LLC 14140.02%0.03%0.04%Q2 2020Q3 202314
Foyston, Gordon, & Payne Inc 14141.47%1.73%1.89%Q2 2020Q3 202314
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 14140.05%0.12%0.33%Q2 2020Q3 202314
COMMERCE BANK 14140.04%0.05%0.06%Q2 2020Q3 202314
Saturna Capital CORP 14140.01%0.01%0.01%Q2 2020Q3 202314
LAZARD ASSET MANAGEMENT LLC 14141.47%1.78%1.98%Q2 2020Q3 202314
UBS ASSET MANAGEMENT AMERICAS INC 14140.14%0.17%0.19%Q2 2020Q3 202314
PANAGORA ASSET MANAGEMENT INC 14140.01%0.13%0.36%Q2 2020Q3 202314
DAVIS R M INC 14140.87%1.00%1.09%Q2 2020Q3 202314
TUDOR INVESTMENT CORP ET AL 510.01%0.10%0.28%Q4 2020Q3 202314
NEW YORK STATE COMMON RETIREMENT FUND 14140.15%0.21%0.27%Q2 2020Q3 202314
Avidian Wealth Solutions, LLC 14140.02%0.03%0.04%Q2 2020Q3 202314
Clearstead Advisors, LLC 14140.01%0.02%0.09%Q2 2020Q3 202314
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 14140.12%0.15%0.17%Q2 2020Q3 202314
MISSION WEALTH MANAGEMENT, LP 14140.04%0.06%0.08%Q2 2020Q3 202314
FORSTA AP-FONDEN 14140.13%0.18%0.22%Q2 2020Q3 202314
Ameritas Investment Partners, Inc. 14140.04%0.04%0.05%Q2 2020Q3 202314
MERCER GLOBAL ADVISORS INC /ADV 14140.01%0.01%0.01%Q2 2020Q3 202314
State of Alaska, Department of Revenue 14140.08%0.10%0.11%Q2 2020Q3 202314
Vestcor Inc 14140.03%0.18%0.54%Q2 2020Q3 202314
State of New Jersey Common Pension Fund D 14140.10%0.13%0.14%Q2 2020Q3 202314
FIRST NATIONAL BANK OF OMAHA 14140.02%0.20%0.33%Q2 2020Q3 202314
MANUFACTURERS LIFE INSURANCE COMPANY, THE 14140.03%0.07%0.12%Q2 2020Q3 202314
BROWN ADVISORY INC 14140.00%0.00%0.01%Q2 2020Q3 202314
Arizona State Retirement System 14140.12%0.15%0.17%Q2 2020Q3 202314
CREATIVE FINANCIAL DESIGNS INC /ADV 14140.00%0.00%0.00%Q2 2020Q3 202314
STEPHENS INC /AR/ 14140.10%0.17%0.24%Q2 2020Q3 202314
HANCOCK WHITNEY CORP 14140.01%0.02%0.03%Q2 2020Q3 202314
FIRST MANHATTAN CO. LLC. 14140.01%0.03%0.04%Q2 2020Q3 202314
Capital Analysts, LLC 14140.01%0.04%0.05%Q2 2020Q3 202314
Utah Retirement Systems 14140.13%0.16%0.17%Q2 2020Q3 202314
AMERICAN INTERNATIONAL GROUP, INC. 14140.06%0.10%0.13%Q2 2020Q3 202314
Hills Bank & Trust Co 14140.09%0.11%0.13%Q2 2020Q3 202314
CIBC Private Wealth Group, LLC 14140.01%0.06%0.10%Q2 2020Q3 202314
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 14140.01%0.01%0.01%Q2 2020Q3 202314
Stratos Wealth Partners, LTD. 14140.02%0.02%0.03%Q2 2020Q3 202314
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 14140.10%0.14%0.17%Q2 2020Q3 202314
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 14140.12%0.14%0.16%Q2 2020Q3 202314
Zurcher Kantonalbank (Zurich Cantonalbank) 14140.06%0.08%0.09%Q2 2020Q3 202314
McIlrath & Eck, LLC 14140.00%0.01%0.02%Q2 2020Q3 202314
Cornerstone Advisors, LLC 14140.22%0.32%0.42%Q2 2020Q3 202314
MORGAN STANLEY 14140.02%0.07%0.20%Q2 2020Q3 202314
MML INVESTORS SERVICES, LLC 14140.02%0.03%0.03%Q2 2020Q3 202314
Employees Retirement System of Texas 14140.06%0.22%0.31%Q2 2020Q3 202314
SECURIAN ASSET MANAGEMENT, INC 14140.10%0.12%0.15%Q2 2020Q3 202314
VANGUARD GROUP INC 14140.10%0.13%0.15%Q2 2020Q3 202314
Hudock, Inc. 14140.07%0.09%0.14%Q2 2020Q3 202314
SUMITOMO LIFE INSURANCE CO 14140.03%0.06%0.11%Q2 2020Q3 202314
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 14140.13%0.18%0.22%Q2 2020Q3 202314
SIGNATUREFD, LLC 14140.01%0.01%0.02%Q2 2020Q3 202314
Joel Isaacson & Co., LLC 14140.03%0.04%0.05%Q2 2020Q3 202314
CANTILLON CAPITAL MANAGEMENT LLC 14142.12%2.64%3.05%Q2 2020Q3 202314
Swiss National Bank 14140.14%0.16%0.18%Q2 2020Q3 202314
Freestone Capital Holdings, LLC 14140.02%0.09%0.18%Q2 2020Q3 202314
CI INVESTMENTS INC. 14140.00%0.00%0.00%Q2 2020Q3 202314
Bank Pictet & Cie (Europe) AG 14140.13%0.24%0.40%Q2 2020Q3 202314
Cerity Partners LLC 14140.01%0.04%0.08%Q2 2020Q3 202314
Global Frontier Investments LLC 14141.70%2.63%4.57%Q2 2020Q3 202314
MidWestOne Financial Group, Inc. 13130.53%0.66%0.90%Q3 2020Q3 202313
Polen Capital Management 13130.18%0.55%0.87%Q3 2020Q3 202313
Newman Dignan & Sheerar, Inc. 13130.07%4.53%57.32%Q3 2020Q3 202313
EQUITABLE TRUST CO 13130.28%0.38%0.49%Q3 2020Q3 202313
Advisor OS, LLC 13130.08%0.11%0.15%Q3 2020Q3 202313
Vigilant Capital Management, LLC 13130.04%0.05%0.05%Q2 2020Q2 202313
TRUE Private Wealth Advisors 940.03%0.03%0.04%Q2 2020Q3 202313
Tredje AP-fonden 13130.02%0.09%0.14%Q2 2020Q2 202313
REGIONS FINANCIAL CORP 13130.04%0.05%0.06%Q3 2020Q3 202313
Paradigm Financial Partners, LLC 13130.17%0.36%0.70%Q2 2020Q2 202313
MACKENZIE FINANCIAL CORP 1030.83%1.05%1.15%Q2 2020Q3 202313
IEQ CAPITAL, LLC 1120.02%0.06%0.11%Q2 2020Q3 202313
WORLDQUANT MILLENNIUM ADVISORS LLC 13130.01%0.30%1.72%Q2 2020Q2 202313
Carolina Wealth Advisors, LLC 13130.09%0.10%0.11%Q3 2020Q3 202313
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 13130.02%0.03%0.05%Q3 2020Q3 202313
WCM INVESTMENT MANAGEMENT, LLC 13132.55%4.11%5.36%Q3 2020Q3 202313
Andra AP-fonden 760.08%0.16%0.26%Q2 2020Q3 202313
BESSEMER SECURITIES LLC 13130.22%0.48%0.72%Q3 2020Q3 202313
ROYAL LONDON ASSET MANAGEMENT LTD 13130.08%0.09%0.11%Q3 2020Q3 202313
EXCHANGE TRADED CONCEPTS, LLC 1210.00%0.02%0.11%Q2 2020Q4 202313
Paloma Partners Management Co 710.01%0.04%0.11%Q2 2020Q2 202313
Intermede Investment Partners Ltd 13130.33%0.39%0.47%Q3 2020Q3 202313
Baystate Wealth Management LLC 13130.00%0.01%0.02%Q3 2020Q3 202313
Hexagon Capital Partners LLC 13130.02%0.03%0.04%Q3 2020Q3 202313
PGGM Investments 850.11%0.19%0.28%Q2 2020Q3 202313
ACADIAN ASSET MANAGEMENT LLC 1210.01%0.16%0.49%Q2 2020Q3 202313
WASHINGTON TRUST Co 13130.00%0.00%0.01%Q3 2020Q3 202313
Zions Bancorporation, N.A. 13130.00%0.03%0.08%Q3 2020Q3 202313
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 13130.00%0.03%0.12%Q3 2020Q3 202313
Bishop Rock Capital, L.P. 13131.01%4.05%5.81%Q3 2020Q3 202313
KCS Wealth Advisory 13130.36%0.45%0.64%Q3 2020Q3 202313
OMERS ADMINISTRATION Corp 940.88%1.52%2.94%Q2 2020Q3 202313
TFC Financial Management, Inc. 13130.00%0.01%0.02%Q3 2020Q3 202313
Pinnacle Wealth Planning Services, Inc. 13130.05%0.09%0.11%Q3 2020Q3 202313
TOWER BRIDGE ADVISORS 13130.66%1.19%1.56%Q3 2020Q3 202313
Premier Fund Managers Ltd 1030.02%0.15%0.22%Q2 2020Q3 202313
Cetera Investment Advisers 13130.02%0.02%0.02%Q3 2020Q3 202313
AUXIER ASSET MANAGEMENT 13130.06%0.13%0.16%Q3 2020Q3 202313
HERON FINANCIAL GROUP, LLC 13130.77%0.93%1.14%Q2 2020Q2 202313
OPPENHEIMER ASSET MANAGEMENT INC. 13130.00%0.04%0.07%Q3 2020Q3 202313
Venturi Wealth Management, LLC 940.07%0.10%0.12%Q2 2020Q3 202313
SpiderRock Advisors, LLC 13130.03%0.42%2.46%Q2 2020Q2 202313
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 13131.52%1.95%2.29%Q3 2020Q3 202313
Gryphon Financial Partners LLC 1030.09%0.17%0.26%Q2 2020Q3 202313
Wealthspire Advisors, LLC 940.01%0.03%0.05%Q2 2020Q3 202313
Welch Group, LLC 13130.09%0.10%0.11%Q3 2020Q3 202313
SMITH CHAS P & ASSOCIATES PA CPAS 13130.02%0.02%0.02%Q3 2020Q3 202313
Pure Financial Advisors, LLC 13130.11%0.16%0.24%Q4 2020Q4 202313
ING GROEP NV 13130.00%0.08%0.13%Q3 2020Q3 202313
Corsair Capital Management 13132.14%4.26%5.92%Q3 2020Q3 202313
BOKF, NA 940.04%0.08%0.16%Q2 2020Q3 202313
YHB Investment Advisors, Inc. 13130.90%1.05%1.16%Q3 2020Q3 202313
Haverford Trust Co 13130.00%0.56%1.38%Q3 2020Q3 202313
Belpointe Asset Management LLC 1210.02%0.03%0.05%Q2 2020Q3 202313
BESSEMER GROUP INC 13130.29%0.41%0.51%Q3 2020Q3 202313
Independent Franchise Partners LLP 13135.44%5.91%7.10%Q3 2020Q3 202313
Vanguard Personalized Indexing Management, LLC 13130.07%0.11%0.15%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.01%0.03%0.04%Q3 2020Q3 202313
ROCKY MOUNTAIN ADVISERS, LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
CONNABLE OFFICE INC 13130.10%0.16%0.22%Q3 2020Q3 202313
Veritable, L.P. 13130.02%0.03%0.03%Q2 2020Q2 202313
Arnhold LLC 13130.08%0.10%0.12%Q2 2020Q2 202313
STRS OHIO 1210.08%0.11%0.14%Q2 2020Q3 202313
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 940.01%0.08%0.11%Q2 2020Q3 202313
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 850.14%0.16%0.20%Q2 2020Q3 202313
MAI Capital Management 13130.01%0.01%0.02%Q3 2020Q3 202313
Squarepoint Ops LLC 12120.00%0.04%0.10%Q4 2020Q3 202313
SMITH, MOORE & CO. 1120.04%0.04%0.05%Q2 2020Q3 202313
Abacus Planning Group, Inc. 13130.08%0.09%0.14%Q3 2020Q3 202313
Harvest Fund Management Co., Ltd 13130.00%0.02%0.06%Q2 2020Q2 202313
Vestmark Advisory Solutions, Inc. 13130.03%0.09%0.13%Q2 2020Q2 202313
Trust Asset Management LLC 13130.04%0.08%0.09%Q3 2020Q3 202313
Vident Investment Advisory, LLC 13130.03%0.14%0.37%Q2 2020Q2 202313
BARINGS LLC 13130.11%0.14%0.17%Q3 2020Q3 202313
Front Row Advisors LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Jasper Ridge Partners, L.P. 13130.12%0.19%0.24%Q3 2020Q3 202313
BerganKDV Wealth Management, LLC 13130.00%0.00%0.00%Q2 2020Q2 202313
TRUST CO OF OKLAHOMA 13130.10%0.13%0.15%Q3 2020Q3 202313
Baldwin Investment Management, LLC 13130.06%0.08%0.08%Q3 2020Q3 202313
PERSONAL CFO SOLUTIONS, LLC 13130.17%0.30%0.46%Q3 2020Q3 202313
Horizon Investments, LLC 940.01%0.05%0.42%Q2 2020Q3 202313
WATERS PARKERSON & CO., LLC 13131.08%1.63%2.01%Q3 2020Q3 202313
Caprock Group, LLC 13130.03%0.05%0.08%Q3 2020Q3 202313
Illinois Municipal Retirement Fund 13130.07%0.09%0.11%Q3 2020Q3 202313
Snowden Capital Advisors LLC 850.00%0.11%0.19%Q2 2020Q3 202313
BANK OF MONTREAL /CAN/ 1120.02%0.04%0.05%Q2 2020Q3 202313
O'Brien Greene & Co. Inc 13130.09%0.11%0.14%Q3 2020Q3 202313
ARTHUR M. COHEN & ASSOCIATES, LLC 13130.25%0.31%0.48%Q3 2020Q3 202313
MEEDER ASSET MANAGEMENT INC 710.00%0.03%0.06%Q1 2020Q3 202312
Newton One Investments LLC 12120.25%0.27%0.32%Q4 2020Q3 202312
HARRIS ASSOCIATES L P 12120.00%0.01%0.04%Q2 2020Q1 202312
BFSG, LLC 930.04%0.06%0.07%Q3 2020Q3 202312
Gradient Investments LLC 1020.00%0.00%0.00%Q2 2020Q3 202312
Mayflower Financial Advisors, LLC 12120.03%0.04%0.05%Q4 2020Q3 202312
First Trust Direct Indexing L.P. 12120.10%0.13%0.16%Q4 2020Q3 202312
ANDERSON HOAGLAND & CO 12120.19%0.40%0.54%Q4 2020Q3 202312
ALTRINSIC GLOBAL ADVISORS LLC 12121.56%6.10%10.14%Q2 2020Q1 202312
James Hambro & Partners 1111.78%3.02%4.39%Q2 2020Q3 202312
Connor, Clark & Lunn Investment Management Ltd. 660.00%0.05%0.22%Q2 2020Q2 202312
Legacy Wealth Asset Management, LLC 12120.22%0.47%0.99%Q4 2020Q3 202312
Engineers Gate Manager LP 810.01%0.06%0.13%Q2 2020Q3 202312
PARK AVENUE SECURITIES LLC 1110.02%0.04%0.06%Q2 2020Q3 202312
TRUST CO OF VERMONT 610.00%0.00%0.01%Q2 2020Q3 202312
Laurel Wealth Advisors, Inc. 12120.11%0.13%0.18%Q1 2020Q4 202212
LFL Advisers, LLC 12127.28%10.29%12.15%Q4 2020Q3 202312
Pacer Advisors, Inc. 12120.00%0.03%0.06%Q4 2020Q3 202312
AdvisorNet Financial, Inc 930.00%0.00%0.01%Q1 2020Q3 202312
180 WEALTH ADVISORS, LLC 910.05%0.09%0.15%Q2 2020Q3 202312
TOWNSQUARE CAPITAL LLC 12120.02%0.05%0.08%Q4 2020Q3 202312
Valley Brook Capital Group, Inc. 12120.21%0.27%0.32%Q4 2020Q3 202312
Rede Wealth, LLC 12120.24%0.29%0.31%Q4 2020Q3 202312
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 840.07%0.25%0.54%Q2 2020Q2 202312
Penserra Capital Management LLC 12120.00%0.01%0.02%Q4 2020Q3 202312
JONES FINANCIAL COMPANIES LLLP 12120.00%0.00%0.00%Q4 2020Q3 202312
Northern Capital Management, Inc. 12120.34%0.43%0.51%Q4 2020Q3 202312
Lafayette Investments 12120.39%0.50%0.58%Q4 2020Q3 202312
EXENCIAL WEALTH ADVISORS, LLC 1110.01%0.07%0.10%Q3 2020Q3 202312
TWO SIGMA ADVISERS, LP 12120.02%0.11%0.45%Q2 2020Q1 202312
COLDSTREAM CAPITAL MANAGEMENT INC 840.02%0.03%0.04%Q3 2020Q3 202312
BDO Wealth Advisors, LLC 12120.00%0.00%0.01%Q3 2020Q2 202312
Oakworth Capital, Inc. 840.01%0.01%0.01%Q2 2020Q3 202312
Covenant Partners, LLC 1110.22%0.31%0.42%Q3 2020Q3 202312
Orion Portfolio Solutions, LLC 1110.01%0.09%0.34%Q2 2020Q3 202312
Parsec Financial Management, Inc. 12120.02%0.02%0.03%Q2 2020Q1 202312
NWAM LLC 910.04%0.04%0.04%Q2 2020Q3 202312
Sompo Asset Management Co., Ltd. 1110.42%0.94%1.71%Q2 2020Q3 202312
ROTHSCHILD INVESTMENT LLC /IL 12120.20%0.29%0.36%Q4 2020Q3 202312
V Wealth Advisors LLC 1110.04%0.05%0.07%Q2 2020Q2 202312
GOFEN & GLOSSBERG LLC /IL/ 12120.05%0.06%0.07%Q1 2020Q4 202212
Polar Capital Holdings Plc 12120.38%0.53%0.86%Q4 2020Q3 202312
GQG Partners LLC 12120.84%1.30%1.85%Q4 2020Q3 202312
Cedar Brook Financial Partners, LLC 12120.07%0.08%0.12%Q4 2020Q3 202312
JNBA Financial Advisors 12120.00%0.00%0.01%Q4 2020Q3 202312
Markel Corporation 12120.12%0.25%0.39%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.01%0.02%0.04%Q4 2020Q3 202312
TECTONIC ADVISORS LLC 12120.04%0.10%0.15%Q4 2020Q3 202312
WOLFF WIESE MAGANA LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
MATHER GROUP, LLC. 12120.01%0.02%0.02%Q4 2020Q3 202312
Elo Mutual Pension Insurance Co 12120.12%0.15%0.17%Q4 2020Q3 202312
Baader Bank Aktiengesellschaft 410.30%0.55%0.93%Q2 2022Q3 202312
BOOTHBAY FUND MANAGEMENT, LLC 420.01%0.07%0.19%Q4 2020Q3 202312
Advisory Services Network, LLC 610.01%0.01%0.02%Q1 2020Q3 202312
Annandale Capital, LLC 12120.10%0.15%0.20%Q4 2020Q3 202312
SRS Capital Advisors, Inc. 1020.01%0.02%0.02%Q3 2020Q3 202312
Tidal Investments LLC 12120.02%0.06%0.08%Q4 2020Q3 202312
WESTPAC BANKING CORP 12120.06%0.12%0.18%Q2 2020Q1 202312
Salvus Wealth Management, LLC 12121.38%1.55%1.69%Q4 2020Q3 202312
FIRST BUSINESS FINANCIAL SERVICES, INC. 12120.05%0.07%0.08%Q4 2020Q3 202312
Ironvine Capital Partners, LLC 11112.19%3.74%4.82%Q1 2021Q3 202311
Spire Wealth Management 11110.00%0.01%0.01%Q1 2021Q3 202311
SeaCrest Wealth Management, LLC 11110.03%0.05%0.06%Q1 2021Q3 202311
CAPITAL FUND MANAGEMENT S.A. 410.02%0.05%0.09%Q3 2020Q3 202311
Handelsbanken Fonder AB 1010.03%0.05%0.08%Q4 2020Q3 202311
Bradley Mark J. 11111.28%2.26%2.89%Q4 2020Q2 202311
First National Bank of Hutchinson 11110.13%0.24%0.32%Q1 2021Q3 202311
NORGES BANK 11110.02%0.05%0.08%Q2 2020Q4 202211
ExodusPoint Capital Management, LP 510.01%0.07%0.14%Q2 2020Q3 202311
FAYEZ SAROFIM & CO 11110.00%0.00%0.00%Q1 2021Q3 202311
Weaver Consulting Group 830.01%0.12%0.18%Q1 2020Q3 202311
Addison Advisors LLC 1010.08%0.09%0.12%Q4 2020Q3 202311
ARGI Investment Services, LLC 11110.01%0.01%0.02%Q2 2020Q4 202211
OneDigital Investment Advisors LLC 11110.02%0.02%0.03%Q1 2021Q3 202311
Pendal Group Ltd 11110.01%0.01%0.02%Q2 2020Q4 202211
Westbourne Investment Advisors, Inc. 11110.13%0.14%0.17%Q1 2021Q3 202311
Cranbrook Wealth Management, LLC 11110.00%0.01%0.01%Q1 2021Q3 202311
CVA Family Office, LLC 1010.01%0.02%0.03%Q3 2020Q2 202311
Integrated Wealth Concepts LLC 11110.01%0.01%0.03%Q1 2021Q3 202311
BAKER TILLY WEALTH MANAGEMENT, LLC 11110.04%0.06%0.10%Q1 2021Q3 202311
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 740.00%0.25%0.60%Q2 2020Q3 202311
Rehmann Capital Advisory Group 1010.02%0.03%0.04%Q3 2020Q2 202311
Mitsubishi UFJ Asset Management (UK) Ltd. 11111.32%1.95%2.72%Q2 2020Q4 202211
Global Wealth Management Investment Advisory, Inc. 920.05%0.05%0.06%Q2 2020Q3 202311
GEORGE KAISER FAMILY FOUNDATION 11110.25%0.38%0.48%Q1 2021Q3 202311
CANANDAIGUA NATIONAL CORP 11110.24%0.26%0.32%Q2 2020Q4 202211
Overbrook Management Corp 11110.43%2.63%4.31%Q2 2020Q4 202211
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 11110.05%0.08%0.30%Q1 2021Q3 202311
Csenge Advisory Group 11110.02%0.03%0.06%Q1 2021Q3 202311
TRUSTCORE FINANCIAL SERVICES, LLC 11110.01%0.01%0.01%Q2 2020Q4 202211
Renaissance Technologies 11110.02%0.14%0.46%Q2 2020Q4 202211
Oribel Capital Management, LP 420.08%0.74%1.94%Q4 2020Q3 202311
Atria Investments, Inc 11110.02%0.04%0.06%Q1 2021Q3 202311
Radnor Capital Management, LLC 11110.07%0.11%0.22%Q1 2021Q3 202311
Maryland State Retirement & Pension System 920.11%0.15%0.36%Q4 2020Q3 202311
HighMark Wealth Management LLC 650.00%0.00%0.00%Q2 2020Q3 202311
Schonfeld Strategic Advisors LLC 520.00%0.12%0.41%Q2 2020Q3 202311
COMERICA BANK 11110.05%0.07%0.08%Q2 2020Q4 202211
Kiwi Wealth Investments Limited Partnership 11110.43%0.75%1.09%Q4 2020Q2 202311
Sugarloaf Wealth Management, LLC 11110.01%0.01%0.01%Q1 2021Q3 202311
KB FINANCIAL PARTNERS, LLC 11110.07%0.14%0.21%Q1 2021Q3 202311
Newbridge Financial Services Group, Inc. 11110.01%0.01%0.02%Q1 2021Q3 202311
ZEVIN ASSET MANAGEMENT LLC 11111.21%1.76%2.19%Q1 2021Q3 202311
FCF Advisors LLC 740.53%0.71%1.04%Q2 2020Q3 202311
EVERGREEN CAPITAL MANAGEMENT LLC 830.01%0.02%0.03%Q2 2020Q3 202311
ALTFEST L J & CO INC 11110.05%0.06%0.07%Q1 2021Q3 202311
PIONEER TRUST BANK N A/OR 11110.06%0.08%0.10%Q1 2021Q3 202311
Point72 Asset Management, L.P. 510.00%0.11%0.25%Q2 2020Q3 202311
Achmea Investment Management B.V. 11110.07%0.13%0.19%Q1 2021Q3 202311
YorkBridge Wealth Partners, LLC 11110.16%0.18%0.24%Q2 2020Q4 202211
FINANCIAL COUNSELORS INC 830.00%0.01%0.01%Q2 2020Q2 202311
SkyView Investment Advisors, LLC 11110.00%0.12%0.30%Q1 2021Q3 202311
Berkshire Hathaway 11110.35%0.40%0.44%Q1 2021Q3 202311
Hemenway Trust Co LLC 11110.02%0.03%0.03%Q1 2021Q3 202311
SVB WEALTH LLC 11110.00%0.01%0.02%Q1 2021Q3 202311
EATON VANCE MANAGEMENT 10100.06%0.07%0.08%Q2 2020Q3 202210
Private Capital Group, LLC 10100.01%0.02%0.06%Q1 2020Q2 202210
Kohmann Bosshard Financial Services, LLC 10100.05%0.05%0.06%Q2 2021Q3 202310
GPS Wealth Strategies Group, LLC 730.01%0.01%0.02%Q1 2021Q3 202310
WoodTrust Financial Corp 10100.10%0.27%0.33%Q2 2021Q3 202310
Graypoint LLC 10100.03%0.04%0.05%Q2 2021Q3 202310
Brinker Capital Investments, LLC 10100.00%0.21%0.44%Q3 2020Q4 202210
Corient Capital Partners, LLC 10100.08%0.10%0.11%Q2 2020Q3 202210
HOWE & RUSLING INC 10100.00%0.01%0.02%Q2 2020Q3 202210
METROPOLITAN LIFE INSURANCE CO/NY 410.13%0.14%0.16%Q2 2020Q3 202310
WMS Partners, LLC 710.04%0.05%0.08%Q4 2020Q3 202310
ATLANTA CAPITAL MANAGEMENT CO L L C 10100.28%0.33%0.42%Q2 2020Q3 202210
Concord Wealth Partners 640.00%0.00%0.01%Q1 2021Q3 202310
Covington Capital Management 10100.01%0.01%0.01%Q2 2020Q3 202210
American Portfolios Advisors 10100.01%0.02%0.02%Q2 2020Q3 202210
EVOKE WEALTH, LLC 10100.00%0.00%0.00%Q2 2020Q3 202210
REGENTATLANTIC CAPITAL LLC 10100.02%0.04%0.07%Q2 2020Q3 202210
Richard Bernstein Advisors LLC 10100.10%0.11%0.12%Q2 2020Q3 202210
DIXON HUBARD FEINOUR & BROWN INC/VA 10100.26%0.33%0.39%Q1 2020Q2 202210
Clean Yield Group 10100.00%0.01%0.01%Q2 2021Q3 202310
Taylor Hoffman Wealth Management 10100.15%0.18%0.20%Q2 2020Q3 202210
Cornerstone Advisory, LLC 10100.04%0.05%0.06%Q4 2020Q1 202310
Venture Visionary Partners LLC 10100.02%0.02%0.02%Q2 2021Q3 202310
FORTEM FINANCIAL GROUP, LLC 10100.15%0.72%1.53%Q3 2020Q4 202210
Teza Capital Management LLC 510.07%0.28%0.53%Q2 2020Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.01%Q1 2021Q3 202310
Balentine LLC 820.00%0.02%0.04%Q1 2020Q3 202310
Bison Wealth, LLC 510.10%0.23%0.48%Q2 2020Q3 202310
Ativo Capital Management LLC 10100.72%0.86%1.05%Q1 2020Q2 202210
Holocene Advisors, LP 410.00%0.02%0.04%Q3 2020Q3 202310
Prana Capital Management, LP 510.90%2.71%5.83%Q2 2020Q3 202310
Assenagon Asset Management S.A. 910.00%0.03%0.23%Q2 2020Q3 202310
WEALTHSOURCE PARTNERS, LLC 10100.03%0.04%0.06%Q2 2021Q3 202310
MAVERICK CAPITAL LTD 310.00%0.19%0.93%Q2 2020Q2 202310
abrdn plc 10100.04%0.05%0.06%Q2 2021Q3 202310
Union Heritage Capital, LLC 10100.69%1.33%1.63%Q1 2021Q2 202310
Essex Financial Services, Inc. 10100.03%0.03%0.04%Q2 2021Q3 202310
Cumberland Partners Ltd 10100.41%0.93%1.22%Q2 2021Q3 202310
Lester Murray Antman dba SimplyRich 10100.17%0.20%0.27%Q2 2021Q3 202310
McLean Asset Management Corp 10100.09%0.11%0.20%Q3 2021Q4 202310
Bridgewater Associates 910.00%0.08%0.14%Q4 2020Q3 202310
AUA CAPITAL MANAGEMENT, LLC 10100.00%0.00%0.00%Q3 2020Q4 202210
Vontobel Holding Ltd. 10100.01%0.05%0.10%Q2 2021Q3 202310
PARK NATIONAL CORP /OH/ 10100.01%0.01%0.01%Q3 2021Q4 202310
WRAPMANAGER INC 10100.09%0.17%0.20%Q2 2021Q3 202310
Robeco Schweiz AG 10100.03%0.14%0.35%Q2 2020Q3 202210
Brookstone Capital Management 10100.01%0.01%0.01%Q2 2021Q3 202310
Beacon Pointe Advisors, LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
West Family Investments, Inc. 10100.10%0.14%0.19%Q2 2021Q3 202310
Mascoma Wealth Management LLC 910.01%0.02%0.03%Q1 2021Q3 202310
MONTAG A & ASSOCIATES INC 10100.00%0.00%0.01%Q4 2020Q1 202310
Deseret Mutual Benefit Administrators 10100.03%0.08%0.21%Q2 2021Q3 202310
Trinity Street Asset Management LLP 10101.93%2.43%2.89%Q2 2021Q3 202310
WINTON GROUP Ltd 820.06%0.19%0.86%Q3 2020Q1 202310
MUFG Americas Holdings Corp 10100.02%0.03%0.04%Q2 2020Q3 202210
State of Wyoming 640.01%0.06%0.18%Q1 2021Q3 202310
Edgestream Partners, L.P. 610.02%0.11%0.50%Q2 2020Q3 202310
OPPENHEIMER & CO INC 10100.00%0.01%0.01%Q2 2021Q3 202310
FLAGSHIP HARBOR ADVISORS, LLC 10100.03%0.03%0.03%Q2 2020Q3 202210
COUNTRY TRUST BANK 10100.00%0.00%0.00%Q3 2021Q4 202310
Hilltop Holdings Inc. 10100.03%0.05%0.06%Q2 2021Q3 202310
Amundi 10100.04%0.07%0.09%Q2 2021Q3 202310
Patriot Financial Group Insurance Agency, LLC 10100.00%0.01%0.01%Q1 2020Q2 202210
IHT Wealth Management, LLC 540.02%0.02%0.04%Q2 2020Q3 20239
Asset Dedication, LLC 990.01%0.01%0.03%Q3 2021Q3 20239
Geller Advisors LLC 990.04%0.05%0.05%Q3 2021Q3 20239
Moors & Cabot, Inc. 810.01%0.02%0.03%Q2 2020Q3 20239
SADOFF INVESTMENT MANAGEMENT LLC 720.02%0.02%0.02%Q2 2020Q3 20229
Pearl River Capital, LLC 720.18%0.35%0.64%Q2 2021Q3 20239
LOS ANGELES CAPITAL MANAGEMENT LLC 630.01%0.18%0.33%Q2 2020Q3 20239
ALPHASIMPLEX GROUP, LLC 990.27%0.73%1.77%Q2 2020Q2 20229
Kore Private Wealth LLC 990.08%0.09%0.12%Q3 2020Q3 20229
ASSET MANAGEMENT CORP /IL/ /ADV 990.10%0.13%0.20%Q4 2020Q4 20229
TimeScale Financial, Inc. 990.00%0.00%0.00%Q2 2021Q2 20239
BREWIN DOLPHIN LTD 990.04%0.04%0.05%Q2 2020Q2 20229
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 420.01%0.02%0.02%Q2 2020Q3 20239
AVANTAX ADVISORY SERVICES, INC. 630.00%0.00%0.01%Q2 2020Q3 20239
ADVISOR PARTNERS LLC 990.14%0.16%0.18%Q2 2020Q2 20229
Capital Group Private Client Services, Inc. 991.47%1.61%1.83%Q3 2021Q3 20239
Siemens Fonds Invest GmbH 990.06%0.08%0.13%Q3 2021Q3 20239
Dakota Wealth Management 990.03%0.09%0.15%Q3 2021Q3 20239
S&T BANK/PA 990.05%0.13%0.17%Q4 2020Q4 20229
River Wealth Advisors LLC 990.04%0.04%0.04%Q3 2021Q3 20239
Cordasco Financial Network 990.01%0.01%0.01%Q2 2020Q2 20229
Eagle Bay Advisors LLC 630.02%0.03%0.04%Q2 2021Q3 20239
Arete Wealth Advisors, LLC 310.02%0.03%0.09%Q4 2020Q3 20239
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 990.10%0.14%0.21%Q1 2020Q1 20229
VALLEY WEALTH MANAGERS, INC. 990.02%0.02%0.03%Q3 2021Q3 20239
AustralianSuper Pty Ltd 510.00%0.24%0.54%Q2 2020Q3 20239
Meiji Yasuda Life Insurance Co 990.01%0.03%0.06%Q2 2020Q2 20229
VESTOR CAPITAL, LLC 990.09%0.10%0.12%Q3 2021Q3 20239
Busey Bank 990.04%0.05%0.06%Q3 2021Q3 20239
Kerrisdale Advisers, LLC 631.74%3.65%5.46%Q2 2020Q3 20239
APPLIED RESEARCH INVESTMENTS, LLC 991.07%1.75%3.36%Q2 2020Q2 20229
Good Life Advisors, LLC 990.11%0.12%0.15%Q3 2021Q3 20239
Proficio Capital Partners LLC 810.03%0.04%0.05%Q1 2021Q3 20239
Qube Research & Technologies Ltd 410.01%0.14%0.40%Q2 2020Q3 20239
PRELUDE CAPITAL MANAGEMENT, LLC 510.01%0.03%0.12%Q2 2020Q4 20229
TPI Fund Managers Ltd 992.26%3.10%3.53%Q2 2020Q2 20229
Point72 Middle East FZE 440.00%0.03%0.16%Q4 2022Q3 20239
Independent Advisor Alliance 510.01%0.01%0.02%Q3 2020Q3 20239
Redpoint Investment Management Pty Ltd 990.12%0.15%0.19%Q3 2020Q3 20229
Summit Trail Advisors, LLC 990.02%0.03%0.04%Q3 2021Q3 20239
Quantbot Technologies LP 410.02%0.20%0.33%Q2 2020Q3 20239
First Bank & Trust 990.00%0.00%0.00%Q2 2020Q2 20229
PARAMETRIC PORTFOLIO ASSOCIATES LLC 990.09%0.11%0.14%Q1 2020Q1 20229
Tesco Pension Investment Ltd 992.27%3.10%3.54%Q2 2020Q2 20229
Prospera Financial Services Inc 810.00%0.02%0.03%Q3 2020Q3 20239
Altium Wealth Management LLC 990.04%0.06%0.08%Q2 2020Q2 20229
MCF Advisors LLC 990.00%0.01%0.06%Q3 2021Q3 20239
Haverford Financial Services, Inc. 990.29%1.44%2.25%Q3 2021Q3 20239
MetLife Investment Management, LLC 310.12%0.13%0.15%Q2 2020Q3 20239
TIEMANN INVESTMENT ADVISORS, LLC 990.10%0.12%0.14%Q3 2020Q3 20229
Accredited Investors Inc. 990.09%0.11%0.13%Q3 2021Q3 20239
Fort Point Capital Partners LLC 990.05%0.06%0.07%Q3 2021Q3 20239
Border to Coast Pensions Partnership Ltd 720.57%0.67%0.75%Q2 2021Q3 20239
Essex LLC 990.06%0.08%0.10%Q3 2021Q3 20239
Bollard Group LLC 810.00%0.00%0.00%Q2 2020Q2 20239
Covestor Ltd 880.01%0.02%0.07%Q4 2021Q3 20238
Capital Bank & Trust Co 881.33%3.01%7.74%Q1 2020Q4 20218
NorthCrest Asset Manangement, LLC 880.06%0.07%0.08%Q4 2021Q3 20238
Jump Financial, LLC 510.01%0.05%0.13%Q3 2020Q3 20238
CX Institutional 880.19%0.25%0.37%Q4 2021Q3 20238
Sendero Wealth Management, LLC 880.16%0.67%1.62%Q4 2021Q3 20238
Majedie Asset Management Ltd 880.97%1.35%1.63%Q2 2020Q1 20228
Ascent Group, LLC 880.20%0.26%0.30%Q4 2021Q3 20238
Ninety One UK Ltd 880.01%0.07%0.13%Q4 2021Q3 20238
Arabesque Asset Management Ltd 880.28%0.73%1.10%Q1 2021Q4 20228
ONTARIO TEACHERS PENSION PLAN BOARD 440.00%0.01%0.01%Q2 2021Q3 20238
Desjardins Global Asset Management Inc. 880.10%0.17%0.26%Q4 2021Q3 20238
CAMBRIDGE TRUST CO 880.00%0.00%0.01%Q4 2021Q3 20238
Martin Investment Management, LLC 880.12%0.18%0.34%Q4 2021Q3 20238
FORTE CAPITAL LLC /ADV 880.04%0.04%0.05%Q4 2021Q3 20238
American Trust 880.03%0.06%0.08%Q4 2021Q3 20238
VIKING GLOBAL INVESTORS LP 530.87%1.76%2.46%Q2 2020Q2 20228
Castleview Partners, LLC 610.00%0.01%0.06%Q2 2021Q3 20238
B. Riley Wealth Advisors, Inc. 710.01%0.02%0.04%Q2 2020Q3 20238
EverSource Wealth Advisors, LLC 880.02%0.05%0.10%Q4 2021Q3 20238
Compagnie Lombard Odier SCmA 710.00%0.02%0.03%Q4 2020Q4 20228
MGO ONE SEVEN LLC 880.01%0.03%0.04%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.01%0.02%0.04%Q4 2021Q3 20238
Intersect Capital LLC 880.11%0.18%0.23%Q2 2020Q1 20228
BAR HARBOR TRUST SERVICES 880.00%0.25%0.37%Q3 2020Q2 20228
UMB Bank, n.a. 880.01%0.02%0.03%Q4 2021Q3 20238
Forum Financial Management, LP 880.01%0.01%0.02%Q4 2021Q3 20238
Bedel Financial Consulting, Inc. 880.04%0.04%0.04%Q2 2020Q1 20228
FourThought Financial, LLC 880.07%0.10%0.13%Q4 2020Q3 20228
Triumph Capital Management 880.88%0.96%1.04%Q4 2021Q3 20238
Washington Trust Advisors, Inc. 880.00%0.01%0.04%Q4 2021Q3 20238
Yarbrough Capital, LLC 880.03%0.05%0.06%Q4 2021Q3 20238
StrategIQ Financial Group, LLC 880.02%0.03%0.03%Q4 2021Q3 20238
One River Asset Management, LLC 440.01%0.05%0.10%Q4 2022Q3 20238
Prime Capital Investment Advisors, LLC 530.01%0.01%0.01%Q1 2020Q3 20238
LGT Group Foundation 880.03%0.03%0.04%Q4 2021Q3 20238
Hendershot Investments Inc. 880.04%0.04%0.04%Q3 2021Q2 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.11%0.12%0.14%Q4 2021Q3 20238
O'Shares Investment Advisers, LLC 880.13%0.23%0.32%Q2 2020Q1 20228
Sequoia Financial Advisors, LLC 880.01%0.03%0.05%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.00%0.01%Q4 2021Q3 20238
IndexIQ Advisors LLC 880.01%0.03%0.04%Q2 2020Q1 20228
FIRST HAWAIIAN BANK 880.02%0.04%0.06%Q4 2021Q3 20238
IBM Retirement Fund 880.12%0.14%0.16%Q2 2020Q1 20228
PFS Partners, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Silver Lake Advisory, LLC 620.46%0.55%0.67%Q2 2021Q2 20238
FRED ALGER MANAGEMENT, LLC 710.00%0.00%0.00%Q2 2020Q4 20228
SIMON QUICK ADVISORS, LLC 880.01%0.05%0.21%Q2 2020Q1 20228
PICTET ASSET MANAGEMENT SA 880.05%0.06%0.08%Q3 2021Q2 20238
Jefferies Group LLC 710.01%0.08%0.15%Q2 2020Q2 20228
Metis Global Partners, LLC 880.11%0.13%0.16%Q4 2021Q3 20238
AIRE ADVISORS, LLC 880.55%0.62%0.80%Q4 2021Q3 20238
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 620.02%0.15%0.20%Q1 2021Q3 20238
Capital Advisors, Ltd. LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Quent Capital, LLC 880.00%0.59%3.36%Q4 2021Q3 20238
People's United Financial, Inc. 880.27%0.31%0.39%Q2 2020Q1 20228
Chicago Partners Investment Group LLC 880.01%0.02%0.02%Q3 2021Q2 20238
Allspring Global Investments Holdings, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Aurora Investment Counsel 880.14%0.79%1.08%Q1 2020Q4 20218
HRT FINANCIAL LP 310.01%0.10%0.22%Q4 2020Q3 20238
Apollon Wealth Management, LLC 710.01%0.02%0.04%Q2 2020Q3 20238
Biltmore Family Office, LLC 881.21%1.56%2.93%Q4 2021Q3 20238
NewEdge Wealth, LLC 880.01%0.03%0.04%Q4 2021Q3 20238
KINGS POINT CAPITAL MANAGEMENT 881.44%1.64%1.95%Q2 2020Q1 20228
KCM INVESTMENT ADVISORS LLC 880.01%0.02%0.03%Q4 2021Q3 20238
Schechter Investment Advisors, LLC 880.10%0.13%0.17%Q4 2021Q3 20238
Greenspring Advisors, LLC 880.09%0.11%0.15%Q4 2021Q3 20238
Ballentine Partners, LLC 510.01%0.01%0.02%Q2 2020Q3 20238
Gulf International Bank (UK) Ltd 880.16%0.18%0.19%Q4 2021Q3 20238
Choate Investment Advisors 710.01%0.02%0.03%Q3 2020Q3 20238
NewEdge Advisors, LLC 620.01%0.02%0.03%Q3 2021Q3 20238
WELCH & FORBES LLC 440.00%0.00%0.01%Q2 2021Q3 20238
Tarbox Family Office, Inc. 880.00%0.00%0.01%Q2 2020Q1 20228
Pinnacle Bancorp, Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Ausdal Financial Partners, Inc. 880.04%0.05%0.06%Q4 2021Q3 20238
BALYASNY ASSET MANAGEMENT L.P. 210.00%0.05%0.20%Q1 2021Q3 20238
TRAN CAPITAL MANAGEMENT, L.P. 880.02%0.02%0.03%Q2 2020Q1 20228
Fieldpoint Private Securities, LLC 880.09%0.11%0.16%Q3 2020Q2 20228
Bell Investment Advisors, Inc 620.01%0.01%0.01%Q3 2021Q3 20238
Legacy Financial Advisors, Inc. 880.05%0.06%0.07%Q4 2021Q3 20238
BUCKINGHAM STRATEGIC PARTNERS, LLC 880.02%0.05%0.13%Q4 2021Q3 20238
AMF Tjanstepension AB 880.22%0.26%0.30%Q2 2020Q1 20228
SALEM INVESTMENT COUNSELORS INC 880.00%0.00%0.01%Q4 2021Q3 20238
Congress Wealth Management LLC / DE / 880.00%0.01%0.01%Q4 2021Q3 20238
Steel Canyon Capital, LLC 881.49%5.57%10.97%Q2 2020Q1 20228
Rosenberg Matthew Hamilton 770.02%0.02%0.02%Q1 2022Q3 20237
Marathon Asset Management Ltd 770.45%0.69%0.88%Q3 2021Q1 20237
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 771.82%1.92%2.05%Q1 2022Q3 20237
EVERENCE CAPITAL MANAGEMENT INC 520.03%0.13%0.18%Q2 2020Q3 20237
BARCLAYS PLC 770.04%0.11%0.18%Q1 2022Q3 20237
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 430.07%0.09%0.13%Q3 2021Q3 20237
Twelve Points Wealth Management LLC 770.23%0.27%0.31%Q1 2022Q3 20237
Summit X, LLC 770.15%0.16%0.18%Q2 2020Q4 20217
Main Street Research LLC 430.02%0.94%2.30%Q3 2021Q3 20237
BlueSpruce Investments, LP 770.25%7.73%11.03%Q1 2020Q3 20217
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 770.00%0.00%0.00%Q2 2020Q4 20217
HB Wealth Management, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Industrial Alliance Investment Management Inc. 610.02%0.07%0.34%Q4 2021Q3 20237
Crewe Advisors LLC 610.00%0.01%0.02%Q3 2020Q3 20237
Nuveen Asset Management, LLC 770.00%0.02%0.09%Q2 2020Q4 20217
Byrne Asset Management LLC 770.01%0.01%0.01%Q4 2021Q2 20237
Freedom Investment Management, Inc. 610.03%0.16%0.26%Q4 2021Q3 20237
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 770.01%0.02%0.02%Q4 2021Q2 20237
Bank of New Hampshire 770.03%0.04%0.04%Q1 2022Q3 20237
Archer Investment Corp 770.02%0.02%0.02%Q3 2021Q1 20237
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Core Alternative Capital 770.01%0.01%0.01%Q1 2022Q3 20237
Ninety One SA (PTY) Ltd 770.16%0.96%1.90%Q4 2021Q2 20237
Arkadios Wealth Advisors 770.00%0.00%0.01%Q1 2020Q3 20217
Echo Street Capital Management LLC 210.00%0.19%1.04%Q2 2020Q1 20237
Burleson & Company, LLC 770.01%0.01%0.01%Q1 2021Q3 20227
Carroll Financial Associates, Inc. 770.01%0.01%0.01%Q2 2020Q4 20217
Paragon Capital Management Ltd 770.05%0.07%0.08%Q3 2021Q1 20237
Hanson & Doremus Investment Management 770.01%0.01%0.01%Q4 2021Q2 20237
Riverview Trust Co 770.02%0.03%0.06%Q1 2022Q3 20237
MARIPAU WEALTH MANAGEMENT LLC 610.20%0.22%0.25%Q4 2021Q3 20237
Financial Architects, Inc 610.00%0.15%0.64%Q2 2020Q2 20237
Leucadia National 440.00%0.02%0.11%Q4 2022Q3 20237
J.Safra Asset Management Corp 770.00%0.02%0.03%Q1 2022Q3 20237
Walleye Capital LLC 410.00%0.02%0.05%Q2 2020Q3 20237
New Capital Management LP 410.08%0.11%0.17%Q3 2021Q3 20237
TOMPKINS FINANCIAL CORP 430.00%0.00%0.00%Q2 2020Q1 20227
IFG Advisors, LLC 770.17%0.19%0.21%Q1 2022Q3 20237
Lantz Financial LLC 770.09%0.22%0.26%Q1 2022Q3 20237
PRUDENTIAL PLC 770.03%0.04%0.05%Q1 2022Q3 20237
CHILTON INVESTMENT CO INC. 510.18%1.43%2.88%Q3 2020Q3 20237
Waterfront Wealth Inc. 770.12%0.22%0.25%Q1 2022Q3 20237
First American Bank 770.04%0.05%0.06%Q2 2020Q4 20217
VOLORIDGE INVESTMENT MANAGEMENT, LLC 430.01%0.07%0.22%Q1 2021Q2 20237
SG3 Management, LLC 440.01%0.14%0.32%Q4 2020Q3 20217
GHP Investment Advisors, Inc. 770.44%0.47%0.48%Q1 2022Q3 20237
Ridgewood Investments LLC 770.39%0.43%0.47%Q1 2022Q3 20237
NOMURA HOLDINGS INC 550.00%0.03%0.14%Q2 2020Q2 20217
Atria Wealth Solutions, Inc. 770.00%0.01%0.01%Q1 2022Q3 20237
ALBION FINANCIAL GROUP /UT 510.00%0.00%0.00%Q4 2020Q3 20237
Berman Capital Advisors, LLC 770.02%0.03%0.05%Q1 2020Q3 20217
Dynamic Technology Lab Private Ltd 310.06%0.12%0.28%Q1 2021Q3 20237
CORTLAND ASSOCIATES INC/MO 770.13%2.28%3.04%Q2 2020Q4 20217
Borer Denton & Associates, Inc. 773.60%4.05%4.36%Q1 2022Q3 20237
NuWave Investment Management, LLC 410.01%0.45%1.27%Q2 2020Q3 20227
Neo Ivy Capital Management 410.07%0.26%0.45%Q2 2020Q3 20237
Sumitomo Mitsui Trust Holdings, Inc. 770.13%0.15%0.19%Q1 2022Q3 20237
Van Hulzen Asset Management, LLC 520.03%0.20%0.32%Q3 2020Q3 20237
Wedmont Private Capital 520.06%0.07%0.07%Q4 2021Q3 20237
Financial Advocates Investment Management 610.03%0.03%0.05%Q4 2021Q3 20237
LOOMIS SAYLES & CO L P 410.00%0.00%0.00%Q2 2020Q3 20237
Financial Management Professionals, Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
Kidder Stephen W 770.10%0.11%0.11%Q1 2022Q3 20237
MRJ CAPITAL INC 773.42%3.76%4.09%Q2 2020Q4 20217
Gladius Capital Management LP 610.01%0.02%0.03%Q4 2021Q3 20237
Steward Financial Group LLC 430.00%0.00%0.01%Q4 2021Q3 20237
Keel Point, LLC 430.02%0.03%0.03%Q3 2021Q3 20237
Tyler-Stone Wealth Management 520.48%0.56%0.65%Q4 2021Q3 20237
COMERICA SECURITIES,INC. 430.01%0.02%0.02%Q3 2020Q3 20237
MOTCO 430.00%0.00%0.00%Q2 2020Q3 20237
Legacy Capital Wealth Partners, LLC 770.11%0.14%0.25%Q1 2022Q3 20237
AMALGAMATED BANK 770.14%0.15%0.16%Q1 2022Q3 20237
Blueshift Asset Management, LLC 610.04%0.14%0.24%Q2 2020Q1 20237
Y-Intercept (Hong Kong) Ltd 410.08%0.24%0.45%Q1 2021Q3 20237
Alaska Permanent Fund Corp 520.00%0.02%0.06%Q4 2021Q3 20237
Alpha Omega Wealth Management LLC 770.42%0.49%0.58%Q2 2020Q4 20217
BARROW HANLEY MEWHINNEY & STRAUSS LLC 770.16%0.47%0.67%Q1 2020Q3 20217
AMERICAN NATIONAL BANK 770.00%0.01%0.02%Q1 2022Q3 20237
Integrated Advisors Network LLC 520.01%0.04%0.07%Q2 2020Q3 20237
INTRUST BANK NA 770.04%0.05%0.06%Q1 2022Q3 20237
Bay Harbor Wealth Management, LLC 660.02%0.03%0.03%Q1 2020Q2 20216
Coston, McIsaac & Partners 660.02%0.02%0.02%Q2 2022Q3 20236
DONALDSON CAPITAL MANAGEMENT, LLC 420.01%0.03%0.04%Q3 2020Q3 20236
CLEAR STREET MARKETS LLC 660.01%0.02%0.03%Q1 2022Q2 20236
Brave Warrior Advisors 660.03%7.79%12.19%Q3 2020Q4 20216
Colonial Trust Advisors 510.02%0.02%0.03%Q2 2021Q3 20236
BAR HARBOR WEALTH MANAGEMENT 660.08%0.09%0.10%Q2 2022Q3 20236
JMAC ENTERPRISES LLC 660.08%0.11%0.12%Q4 2021Q1 20236
Retirement Planning Group, LLC 660.03%0.03%0.03%Q2 2022Q3 20236
J.W. COLE ADVISORS, INC. 660.02%0.02%0.02%Q2 2022Q3 20236
INVERNESS COUNSEL LLC /NY/ 660.01%0.03%0.04%Q2 2021Q3 20226
MARTINGALE ASSET MANAGEMENT L P 660.24%0.36%0.41%Q1 2020Q2 20216
Czech National Bank 660.15%0.18%0.19%Q3 2022Q4 20236
NEXT Financial Group, Inc 660.00%0.00%0.01%Q3 2020Q4 20216
SYM FINANCIAL Corp 660.07%0.09%0.13%Q2 2022Q3 20236
K.J. Harrison & Partners Inc 660.25%0.43%0.64%Q3 2020Q4 20216
Arlington Partners LLC 420.02%0.23%1.25%Q4 2021Q3 20236
AMP Capital Investors Ltd 660.07%0.08%0.09%Q2 2020Q3 20216
O'Dell Group, LLC 510.00%0.01%0.01%Q3 2021Q2 20236
Schubert & Co 660.00%0.01%0.01%Q4 2021Q1 20236
Laurion Capital Management LP 410.00%0.11%0.36%Q4 2020Q1 20236
Ritter Daniher Financial Advisory LLC / DE 660.01%0.01%0.02%Q2 2022Q3 20236
Worth Asset Management, LLC 660.01%0.01%0.02%Q1 2022Q2 20236
World Asset Management Inc 660.13%0.14%0.16%Q2 2020Q3 20216
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Tradition Wealth Management, LLC 660.03%0.03%0.03%Q2 2021Q3 20226
FIRST MERCANTILE TRUST CO 660.11%0.15%0.17%Q2 2020Q3 20216
INTECH INVESTMENT MANAGEMENT LLC 660.19%0.26%0.32%Q2 2022Q3 20236
STONNINGTON GROUP, LLC 660.06%0.07%0.09%Q4 2021Q1 20236
Hexavest Inc. 660.40%0.43%0.52%Q2 2020Q3 20216
Atlantic Union Bankshares Corp 510.02%0.02%0.02%Q4 2020Q2 20226
BUCKINGHAM STRATEGIC WEALTH, LLC 510.00%0.01%0.01%Q4 2020Q3 20236
AXS Investments LLC 660.31%0.37%0.41%Q2 2022Q3 20236
THORNBURG INVESTMENT MANAGEMENT INC 660.39%0.53%0.76%Q2 2022Q3 20236
Savior LLC 660.06%0.07%0.09%Q1 2020Q2 20216
PRIVATE TRUST CO NA 660.14%0.15%0.15%Q2 2022Q3 20236
Kolinsky Wealth Management, LLC 420.20%0.22%0.25%Q4 2021Q3 20236
Bridgefront Capital, LLC 310.09%0.27%0.49%Q4 2020Q2 20236
1832 Asset Management L.P. 510.00%0.03%0.07%Q3 2021Q3 20236
Pacifica Partners Inc. 420.00%0.01%0.01%Q1 2021Q4 20236
BRIGHTON JONES LLC 410.01%0.01%0.02%Q4 2020Q3 20236
NovaPoint Capital, LLC 420.08%0.09%0.09%Q4 2021Q3 20236
SJS Investment Consulting Inc. 510.00%0.00%0.00%Q1 2022Q3 20236
My Legacy Advisors, LLC 660.31%0.35%0.40%Q1 2022Q2 20236
Brookfield Asset Management 220.00%0.02%0.05%Q3 2020Q2 20236
SMITH ASSET MANAGEMENT GROUP LP 660.00%0.00%0.00%Q1 2020Q2 20216
Midwest Wealth Management Inc. 660.78%0.91%1.10%Q4 2020Q1 20226
Marshall Financial Group LLC 660.12%0.46%0.68%Q4 2020Q1 20226
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 660.09%0.11%0.14%Q2 2022Q3 20236
Ardevora Asset Management LLP 660.93%0.98%1.10%Q2 2022Q3 20236
AIGEN INVESTMENT MANAGEMENT, LP 210.09%0.26%0.67%Q2 2020Q2 20236
Larson Financial Group LLC 660.01%0.16%0.21%Q2 2022Q3 20236
Sage Mountain Advisors LLC 330.03%0.04%0.05%Q3 2021Q3 20236
Evolution Wealth Advisors, LLC 660.00%0.00%0.01%Q2 2020Q3 20216
Americana Partners, LLC 660.04%0.06%0.06%Q2 2022Q3 20236
New Millennium Group LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Centiva Capital, LP 210.01%0.03%0.06%Q2 2021Q3 20236
Trexquant Investment LP 220.04%0.17%0.37%Q1 2021Q1 20236
Progressive Investment Management Corp 660.96%1.00%1.08%Q2 2022Q3 20236
Transamerica Financial Advisors, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
HighTower Trust Company, N.A. 660.03%0.06%0.19%Q4 2021Q1 20236
Disciplined Investments, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 660.04%0.04%0.04%Q2 2020Q3 20216
Graves Light Lenhart Wealth, Inc. 660.00%0.00%0.00%Q1 2021Q2 20226
PATTON FUND MANAGEMENT, INC. 660.26%0.54%0.84%Q1 2022Q2 20236
Quantinno Capital Management LP 510.03%0.07%0.10%Q1 2022Q3 20236
VERUS CAPITAL PARTNERS, LLC 330.03%0.03%0.04%Q1 2022Q3 20236
MOODY NATIONAL BANK TRUST DIVISION 660.05%0.06%0.07%Q2 2022Q3 20236
Baker Avenue Asset Management, LP 420.00%0.01%0.02%Q1 2022Q3 20236
MARSHALL WACE, LLP 410.00%0.14%0.38%Q2 2020Q4 20226
LMCG INVESTMENTS, LLC 660.01%0.02%0.02%Q1 2022Q2 20236
Fund Management at Engine No. 1 LLC 660.15%0.16%0.17%Q1 2022Q2 20236
COURIER CAPITAL LLC 660.02%0.03%0.04%Q2 2020Q3 20216
DUPONT CAPITAL MANAGEMENT CORP 660.01%0.01%0.02%Q3 2021Q4 20226
Olstein Capital Management, L.P. 660.27%0.31%0.34%Q2 2020Q3 20216
Heritage Trust Co 320.04%0.04%0.04%Q2 2020Q3 20235
CONNORS INVESTOR SERVICES INC 550.03%0.03%0.04%Q3 2022Q3 20235
HIGH POINTE CAPITAL MANAGEMENT LLC 551.18%1.55%1.81%Q3 2020Q3 20215
CARY STREET PARTNERS ASSET MANAGEMENT LLC 320.02%0.03%0.03%Q4 2020Q1 20235
HERITAGE WEALTH MANAGEMENT, LLC 410.01%0.22%0.32%Q1 2021Q4 20225
Zullo Investment Group, Inc. 550.01%0.01%0.01%Q4 2021Q4 20225
OneAscent Wealth Management LLC 320.08%0.21%0.56%Q4 2021Q1 20235
Summit Financial, LLC 550.06%0.07%0.07%Q2 2021Q2 20225
FirstPurpose Wealth LLC 550.12%0.13%0.16%Q3 2022Q3 20235
BLUESTEIN R H & CO LLC 550.01%0.01%0.01%Q1 2021Q1 20225
ROMANO BROTHERS AND COMPANY 550.20%0.23%0.27%Q3 2022Q3 20235
AlphaCrest Capital Management LLC 210.02%0.03%0.04%Q4 2020Q3 20225
FOX RUN MANAGEMENT, L.L.C. 310.10%0.25%0.42%Q1 2021Q3 20235
Strategic Investment Advisors / MI 550.10%0.12%0.17%Q2 2020Q2 20215
Delta Investment Management, LLC 550.09%0.11%0.13%Q3 2022Q3 20235
DUALITY ADVISERS, LP 310.03%0.31%0.59%Q4 2020Q4 20225
J. W. Coons Advisors, LLC 550.09%0.09%0.10%Q3 2022Q3 20235
Cassady Schiller Wealth Management, LLC 410.04%0.05%0.05%Q4 2021Q3 20235
HighPoint Advisor Group LLC 410.08%0.09%0.11%Q4 2020Q2 20225
Accurate Wealth Management, LLC 551.38%1.58%2.12%Q3 2022Q3 20235
PineBridge Investments, L.P. 550.08%0.12%0.13%Q2 2020Q2 20215
Standard Family Office LLC 320.00%0.04%0.12%Q4 2020Q3 20225
TIAA, FSB 550.00%0.00%0.00%Q2 2022Q2 20235
IRIDIAN ASSET MANAGEMENT LLC/CT 550.12%2.15%3.66%Q2 2020Q2 20215
Cornerstone Wealth Group, LLC 410.04%0.04%0.04%Q1 2022Q3 20235
Western Pacific Wealth Management, LP 550.03%0.04%0.04%Q3 2022Q3 20235
VAN ECK ASSOCIATES CORP 550.01%0.01%0.02%Q1 2021Q1 20225
DARK FOREST CAPITAL MANAGEMENT LP 410.03%0.08%0.15%Q4 2021Q3 20235
Ergoteles LLC 210.01%0.29%0.90%Q4 2020Q4 20225
QS Investors, LLC 550.01%0.01%0.01%Q2 2020Q2 20215
Dana Investment Advisors, Inc. 550.49%0.68%0.84%Q2 2020Q2 20215
JACOBS LEVY EQUITY MANAGEMENT, INC 550.01%0.15%0.35%Q2 2022Q2 20235
Colonial Trust Co / SC 550.00%0.00%0.00%Q3 2022Q3 20235
Lloyd Advisory Services, LLC. 550.02%0.02%0.02%Q2 2020Q2 20215
Integrated Investment Consultants, LLC 550.06%0.07%0.08%Q1 2021Q1 20225
Perigon Wealth Management, LLC 410.02%0.03%0.04%Q1 2021Q3 20235
Chesapeake Wealth Management 550.09%0.14%0.18%Q2 2020Q2 20215
EdgePoint Investment Group Inc. 551.99%3.45%4.38%Q2 2020Q2 20215
Crane Advisory, LLC 550.14%0.19%0.25%Q3 2022Q3 20235
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 550.04%0.05%0.06%Q1 2020Q1 20215
CenterStar Asset Management, LLC 210.01%0.05%0.18%Q2 2020Q1 20215
OCCUDO QUANTITATIVE STRATEGIES LP 210.04%0.13%0.30%Q4 2020Q2 20235
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 550.11%0.12%0.14%Q2 2020Q2 20215
DOWLING & YAHNKE LLC 550.01%0.01%0.01%Q3 2021Q3 20225
PICTET ASSET MANAGEMENT LTD 550.05%0.06%0.09%Q2 2020Q2 20215
Sowell Financial Services LLC 550.01%0.01%0.02%Q1 2020Q1 20215
Glassman Wealth Services 210.02%0.03%0.04%Q2 2020Q3 20225
Calamos Advisors LLC 550.05%0.06%0.06%Q3 2022Q3 20235
Quantitative Investment Management, LLC 210.11%0.22%0.29%Q2 2020Q1 20235
APOGEM CAPITAL LLC 550.78%1.47%1.91%Q4 2020Q4 20215
Southpoint Capital Advisors LP 552.76%3.24%3.76%Q2 2020Q2 20215
Continuum Advisory, LLC 550.04%0.10%0.16%Q2 2021Q2 20225
Calamos Wealth Management LLC 550.08%0.09%0.09%Q3 2022Q3 20235
LEVEL FOUR ADVISORY SERVICES, LLC 550.06%0.07%0.07%Q2 2020Q2 20215
Stonebridge Capital Advisors LLC 320.00%0.00%0.00%Q1 2021Q1 20235
GRAYHAWK INVESTMENT STRATEGIES INC. 320.02%0.03%0.04%Q2 2022Q3 20235
JET CAPITAL INVESTORS L P 330.24%5.82%12.80%Q2 2020Q4 20205
Financial Gravity Asset Management, Inc. 550.00%0.12%0.25%Q3 2022Q3 20235
BP PLC 550.16%0.53%0.75%Q2 2020Q2 20215
Sierra Capital LLC 550.00%0.00%0.00%Q4 2021Q4 20225
WBI INVESTMENTS, LLC 310.16%0.48%0.75%Q4 2020Q2 20235
OLD DOMINION CAPITAL MANAGEMENT INC 550.06%0.18%0.27%Q3 2020Q3 20215
VONTOBEL ASSET MANAGEMENT INC 550.42%0.47%0.54%Q3 2022Q3 20235
Johnson Financial Group, Inc. 320.00%0.00%0.01%Q4 2021Q3 20235
Machina Capital S.A.S. 310.04%0.61%1.19%Q2 2021Q3 20235
Lombard Odier Asset Management (Switzerland) SA 210.04%0.05%0.09%Q3 2020Q1 20235
LIBERTY WEALTH MANAGEMENT LLC 550.00%0.00%0.00%Q3 2020Q3 20215
Alta Advisers Ltd 550.10%0.11%0.12%Q3 2022Q3 20235
SteelPeak Wealth, LLC 310.01%0.03%0.08%Q3 2021Q3 20235
IronBridge Private Wealth, LLC 550.01%0.01%0.01%Q4 2020Q4 20215
Leelyn Smith, LLC 310.02%0.02%0.03%Q2 2020Q2 20225
DT Investment Partners, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
GLENVIEW STATE BANK TRUST DEPT. 550.23%0.25%0.28%Q2 2020Q2 20215
MONEY CONCEPTS CAPITAL CORP 550.00%0.01%0.02%Q4 2021Q4 20225
FACTORY MUTUAL INSURANCE CO 410.15%0.16%0.17%Q2 2022Q3 20235
Running Oak Capital LLC 551.65%1.99%3.04%Q2 2020Q2 20215
Connectus Wealth, LLC 410.64%0.75%0.86%Q2 2022Q3 20235
Kathmere Capital Management, LLC 550.05%0.07%0.08%Q3 2022Q3 20235
Global Endowment Management, LP 550.57%0.67%0.80%Q3 2020Q3 20215
GROUP ONE TRADING, L.P. 210.00%0.00%0.00%Q4 2021Q3 20235
XTX Topco Ltd 210.07%0.18%0.27%Q2 2021Q3 20235
MARATHON ASSET MANAGEMENT LLP 550.24%0.55%0.77%Q2 2020Q2 20215
NewSquare Capital LLC 550.00%0.00%0.00%Q3 2021Q3 20225
Empowered Funds, LLC 320.02%0.05%0.09%Q4 2020Q3 20235
Bellwether Advisors, LLC 550.00%0.03%0.15%Q3 2021Q3 20225
High Net Worth Advisory Group LLC 550.04%0.05%0.05%Q4 2021Q4 20225
ASB Consultores, LLC 320.12%0.16%0.26%Q4 2021Q3 20235
BlueMar Capital Management, LLC 551.14%2.42%3.49%Q2 2020Q2 20215
Barrett Asset Management, LLC 550.01%0.01%0.02%Q1 2021Q1 20225
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 410.00%0.00%0.00%Q4 2020Q1 20225
ADVISOR PARTNERS II, LLC 550.16%0.17%0.18%Q3 2022Q3 20235
Fortis Capital Management LLC 220.35%1.09%2.06%Q2 2020Q3 20234
KESTRA PRIVATE WEALTH SERVICES, LLC 210.01%0.01%0.02%Q1 2021Q3 20234
Stokes Family Office, LLC 440.04%0.06%0.07%Q4 2022Q3 20234
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 440.01%0.02%0.02%Q4 2022Q3 20234
Mendota Financial Group, LLC 440.03%0.06%0.12%Q4 2022Q3 20234
CATALYST FINANCIAL PARTNERS LLC 440.11%0.12%0.14%Q4 2022Q3 20234
Clifford Group, LLC 440.25%0.26%0.29%Q4 2022Q3 20234
Western Financial Corp/CA 440.42%0.50%0.53%Q4 2022Q3 20234
WestEnd Advisors, LLC 440.00%0.00%0.00%Q2 2021Q1 20224
PDT Partners, LLC 310.03%0.14%0.22%Q2 2020Q1 20234
Strategic Global Advisors, LLC 440.30%0.59%0.71%Q4 2022Q3 20234
Linscomb & Williams, Inc. 440.01%0.02%0.03%Q2 2020Q1 20214
GSA CAPITAL PARTNERS LLP 310.03%0.05%0.09%Q4 2020Q2 20224
TWIN CAPITAL MANAGEMENT INC 440.07%0.07%0.07%Q1 2020Q4 20204
Avitas Wealth Management LLC 440.40%0.49%0.59%Q2 2020Q1 20214
HORIZON BANCORP INC /IN/ 440.08%0.08%0.09%Q4 2022Q3 20234
REILLY FINANCIAL ADVISORS, LLC 210.00%0.00%0.00%Q2 2020Q4 20214
Aspire Private Capital, LLC 310.00%0.08%0.16%Q2 2020Q3 20214
Capital Group Investment Management Pte. Ltd. 441.09%1.11%1.13%Q4 2022Q3 20234
Carr Financial Group Corp 440.09%0.10%0.11%Q4 2022Q3 20234
Vise Technologies, Inc. 310.06%0.10%0.15%Q2 2022Q3 20234
Virtu Financial LLC 110.02%0.07%0.15%Q1 2021Q4 20224
Birch Run Capital Advisors, LP 441.57%3.19%5.85%Q4 2020Q3 20214
Bleakley Financial Group, LLC 440.10%0.11%0.13%Q4 2022Q3 20234
ALGERT GLOBAL LLC 310.04%0.06%0.09%Q1 2022Q1 20234
Capitolis Advisors LLC 310.17%0.25%0.31%Q4 2020Q2 20224
Marshall Wace North America L.P. 440.10%0.15%0.25%Q4 2020Q3 20214
Inspire Advisors, LLC 440.05%0.05%0.06%Q4 2022Q3 20234
Merit Financial Group, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
GoalVest Advisory LLC 310.00%0.01%0.02%Q1 2022Q4 20234
AMUNDI ASSET MANAGEMENT US, INC. 440.03%0.05%0.06%Q2 2020Q1 20214
Red Door Wealth Management, LLC 310.01%0.12%0.17%Q2 2020Q4 20214
Sandy Spring Bank 310.00%0.00%0.00%Q2 2020Q2 20214
Windsor Wealth Management, Inc. 440.04%0.05%0.06%Q2 2021Q1 20224
AGF MANAGEMENT LTD 440.01%0.01%0.01%Q4 2022Q3 20234
Fort Sheridan Advisors LLC 210.05%0.06%0.07%Q4 2021Q2 20234
Orion Capital Management LLC 310.04%0.04%0.04%Q3 2022Q3 20234
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 440.11%0.11%0.12%Q4 2022Q3 20234
Meritage Group LP 443.32%3.56%3.77%Q3 2020Q2 20214
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 440.02%0.02%0.02%Q4 2022Q3 20234
FIRST HORIZON CORP 440.00%0.00%0.00%Q3 2020Q2 20214
BBVA USA Bancshares, Inc. 440.06%0.13%0.15%Q2 2020Q1 20214
Register Financial Advisors LLC 440.01%0.02%0.02%Q4 2022Q3 20234
Sciencast Management LP 310.10%0.27%0.74%Q4 2020Q3 20234
Insight Inv LLC 440.22%0.27%0.33%Q4 2021Q3 20224
Financial Freedom, LLC 440.10%0.11%0.12%Q4 2022Q3 20234
Aaron Wealth Advisors LLC 310.01%0.03%0.04%Q1 2022Q3 20234
Sargent Bickham Lagudis LLC 310.00%0.00%0.00%Q3 2018Q4 20224
SYSTM Wealth Solutions LLC 440.43%0.55%0.62%Q4 2022Q3 20234
KFG WEALTH MANAGEMENT, LLC 440.33%0.48%0.70%Q4 2022Q3 20234
KMG FIDUCIARY PARTNERS, LLC 440.04%0.05%0.05%Q4 2022Q3 20234
Simmons Bank 310.02%0.02%0.02%Q1 2022Q2 20234
City State Bank 440.02%0.02%0.02%Q4 2021Q3 20224
ACG Wealth 310.03%0.08%0.10%Q3 2021Q3 20224
Corient Private Wealth LLC 440.03%0.03%0.03%Q4 2022Q3 20234
Townsend & Associates, Inc 440.11%0.16%0.21%Q4 2022Q3 20234
Altshuler Shaham Ltd 210.00%0.00%0.00%Q2 2021Q2 20234
Cetera Advisors LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Redwood Wealth Management Group, LLC 441.04%1.08%1.11%Q4 2022Q3 20234
6 Meridian 440.02%0.02%0.02%Q1 2021Q4 20214
Amplius Wealth Advisors, LLC 310.01%0.03%0.05%Q4 2021Q3 20234
Sandy Cove Advisors, LLC 440.25%0.27%0.29%Q4 2022Q3 20234
Aspen Grove Capital, LLC 440.11%0.43%0.61%Q4 2022Q3 20234
Surevest, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
GABELLI FUNDS LLC 440.00%0.01%0.02%Q4 2022Q3 20234
CHANNEL WEALTH LLC 440.10%0.14%0.16%Q1 2023Q4 20234
Parkwood LLC 440.99%1.38%2.06%Q4 2020Q3 20214
Curated Wealth Partners LLC 310.06%0.08%0.12%Q3 2021Q3 20224
Miracle Mile Advisors, LLC 440.03%0.05%0.07%Q4 2022Q3 20234
GTS SECURITIES LLC 220.01%0.02%0.07%Q2 2023Q3 20234
CWA Asset Management Group, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
STEPH & CO 440.02%0.02%0.02%Q1 2022Q4 20224
WADDELL & REED FINANCIAL INC 440.32%0.35%0.38%Q2 2020Q1 20214
Truadvice, LLC 440.08%0.10%0.12%Q3 2020Q2 20214
Zurich Insurance Group Ltd/FI 440.51%0.69%0.92%Q4 2022Q3 20234
WELD CAPITAL MANAGEMENT LLC 440.27%0.32%0.38%Q3 2020Q2 20214
CHURCHILL MANAGEMENT Corp 440.11%0.15%0.20%Q2 2020Q1 20214
Grove Bank & Trust 440.02%0.02%0.02%Q4 2022Q3 20234
FourThought Financial Partners, LLC 440.10%0.11%0.11%Q4 2022Q3 20234
SEVEN EIGHT CAPITAL, LP 210.10%0.18%0.24%Q4 2021Q3 20234
Curi Wealth Management, LLC 310.01%0.01%0.03%Q4 2020Q2 20224
Lee Financial Co 310.00%0.00%0.00%Q4 2021Q4 20224
GW&K Investment Management, LLC 220.00%0.00%0.00%Q1 2022Q3 20234
Senator Investment Group LP 442.15%3.35%4.99%Q2 2020Q1 20214
HOLLENCREST CAPITAL MANAGEMENT 440.01%0.02%0.03%Q4 2022Q3 20234
Alliance Wealth Advisors, LLC /UT 440.22%0.25%0.31%Q4 2022Q3 20234
Park Place Capital Corp 440.00%0.01%0.01%Q4 2022Q3 20234
RFP Financial Group LLC 440.01%0.01%0.03%Q4 2022Q3 20234
Arcus Capital Partners, LLC 440.12%0.12%0.14%Q4 2022Q3 20234
Sullivan, Bruyette, Speros & Blaney, LLC 440.01%0.01%0.02%Q2 2020Q1 20214
DFPG INVESTMENTS, LLC 440.03%0.04%0.06%Q4 2022Q3 20234
Gladstone Capital Management LLP 447.78%10.16%11.51%Q4 2022Q3 20234
COZAD ASSET MANAGEMENT INC 440.10%0.11%0.14%Q1 2020Q4 20204
CSat Investment Advisory, L.P. 440.01%0.02%0.02%Q2 2020Q1 20214
Bell Asset Management Ltd 441.27%1.49%1.68%Q4 2022Q3 20234
Creative Capital Management Investments LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Everhart Financial Group, Inc. 310.10%0.12%0.13%Q3 2022Q3 20234
NORTHEAST INVESTMENT MANAGEMENT 440.02%0.02%0.02%Q3 2020Q2 20214
DecisionPoint Financial, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
D'Orazio & Associates, Inc. 210.01%0.04%0.06%Q3 2021Q3 20234
TOEWS CORP /ADV 110.05%0.22%0.45%Q3 2020Q3 20234
HHM Wealth Advisors, LLC 310.00%0.00%0.00%Q2 2022Q3 20234
FIDUCIARY TRUST CO 440.01%0.01%0.01%Q2 2020Q1 20214
Meeder Advisory Services, Inc. 440.11%0.12%0.13%Q4 2022Q3 20234
TT International Asset Management LTD 440.14%0.21%0.34%Q4 2020Q3 20214
SIMPLEX TRADING, LLC 310.00%0.00%0.01%Q1 2021Q4 20224
DoubleLine ETF Adviser LP 440.31%0.37%0.45%Q4 2022Q3 20234
PARTNERS CAPITAL INVESTMENT GROUP, LLP 440.23%0.39%0.58%Q4 2022Q3 20234
MANCHESTER FINANCIAL INC 440.00%0.00%0.01%Q2 2020Q1 20214
JENSEN INVESTMENT MANAGEMENT INC 440.01%0.01%0.01%Q4 2022Q3 20234
JB Capital LLC 440.03%0.04%0.06%Q3 2021Q2 20224
Hillsdale Investment Management Inc. 440.00%0.00%0.00%Q1 2020Q4 20204
Onyx Bridge Wealth Group LLC 441.38%1.50%1.60%Q2 2021Q1 20224
Farther Finance Advisors, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
Personal Capital Advisors Corp 310.00%0.00%0.00%Q3 2021Q4 20224
Laurel Wealth Planning LLC 440.00%0.01%0.01%Q3 2021Q2 20224
AdvisorShares Investments LLC 220.10%0.15%0.24%Q4 2021Q3 20234
SRB CORP 310.02%0.03%0.05%Q3 2020Q3 20234
Better Money Decisions, LLC 310.01%0.01%0.01%Q1 2021Q2 20224
Krane Funds Advisors LLC 440.01%0.01%0.02%Q3 2021Q2 20224
CANANDAIGUA NATIONAL BANK & TRUST CO 440.22%0.25%0.27%Q1 2023Q4 20234
MOTIVE WEALTH ADVISORS 440.15%0.25%0.44%Q1 2022Q4 20224
Kovack Advisors, Inc. 440.04%0.05%0.07%Q3 2021Q2 20224
WOLVERINE ASSET MANAGEMENT LLC 440.00%0.00%0.00%Q4 2020Q3 20214
EP Wealth Advisors, LLC 440.01%0.01%0.01%Q3 2021Q2 20224
LGT Fund Management Co Ltd. 440.58%0.93%1.14%Q4 2022Q3 20234
Petrus Trust Company, LTA 442.30%2.65%3.00%Q2 2020Q1 20214
Financial Engines Advisors L.L.C. 310.00%0.02%0.03%Q2 2020Q3 20214
GraniteShares Advisors LLC 440.15%0.16%0.17%Q4 2021Q3 20224
Henry James International Management Inc. 440.24%0.30%0.36%Q3 2021Q2 20224
LS Investment Advisors, LLC 440.07%0.10%0.11%Q2 2020Q1 20214
Crestline Management, LP 440.32%0.77%1.30%Q1 2022Q4 20224
Anchor Investment Management, LLC 440.00%0.00%0.01%Q3 2019Q2 20204
Resurgent Financial Advisors LLC 440.04%0.06%0.08%Q4 2022Q3 20234
Sigma Planning Corp 310.01%0.01%0.01%Q2 2020Q1 20224
Distillate Capital Partners LLC 210.86%0.97%1.11%Q2 2021Q3 20224
AGF Investments LLC 210.00%0.02%0.06%Q2 2020Q2 20213
Vinva Investment Management Ltd 330.17%0.18%0.18%Q1 2023Q3 20233
Oliver Luxxe Assets LLC 330.54%0.72%1.07%Q2 2021Q4 20213
PINNACLE FINANCIAL PARTNERS INC 210.00%0.01%0.01%Q1 2021Q2 20233
HARVEST GROUP WEALTH MANAGEMENT, LLC 330.00%0.00%0.00%Q3 2022Q1 20233
OSTRUM ASSET MANAGEMENT 330.20%0.37%0.46%Q1 2023Q3 20233
ELEMENT CAPITAL MANAGEMENT LLC 330.40%0.46%0.50%Q1 2022Q3 20223
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP 210.52%0.58%0.61%Q4 2022Q3 20233
Aperio Group, LLC 330.11%0.12%0.13%Q2 2020Q4 20203
Intrua Financial, LLC 330.05%0.05%0.05%Q2 2021Q4 20213
Prossimo Advisors, LLC 330.57%0.99%1.26%Q4 2022Q2 20233
Perpetual Ltd 330.01%0.01%0.01%Q1 2023Q3 20233
Aquatic Capital Management LLC 210.03%0.08%0.16%Q3 2022Q3 20233
Permian Investment Partners, LP 212.46%7.08%11.45%Q2 2020Q3 20233
PDS Planning, Inc 330.03%0.03%0.04%Q1 2023Q3 20233
EMINENCE CAPITAL, LP 330.41%0.92%1.62%Q3 2020Q1 20213
True North Advisors, LLC 330.07%0.07%0.07%Q1 2023Q3 20233
tru Independence LLC 330.00%0.03%0.05%Q3 2020Q1 20213
MARATHON CAPITAL MANAGEMENT 330.05%0.06%0.06%Q1 2023Q3 20233
FormulaFolio Investments, LLC 330.00%0.00%0.01%Q4 2020Q2 20213
Gitterman Wealth Management, LLC 330.14%0.18%0.28%Q1 2023Q3 20233
Burt Wealth Advisors 330.01%0.01%0.01%Q2 2020Q4 20203
Capital Square, LLC 210.23%0.23%0.23%Q4 2020Q3 20213
Nippon Life Global Investors Americas, Inc. 330.44%0.52%0.56%Q2 2020Q4 20203
TWINBEECH CAPITAL LP 110.07%0.16%0.21%Q4 2021Q3 20233
Smith Group Asset Management, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Pinnacle Wealth Management Advisory Group, LLC 330.03%0.03%0.03%Q1 2023Q3 20233
Aryeh Capital Management Ltd. 336.73%8.45%9.82%Q4 2020Q2 20213
Angeles Investment Advisors, LLC 210.01%0.09%0.22%Q2 2020Q3 20213
Seelaus Asset Management LLC 330.20%0.31%0.52%Q4 2020Q2 20213
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Resolute Advisors LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Sturgeon Ventures LLP 330.08%0.08%0.09%Q1 2023Q3 20233
Empower Advisory Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Great Diamond Partners, LLC 330.06%0.06%0.06%Q3 2021Q1 20223
Quantamental Technologies LLC 110.16%0.41%0.79%Q2 2021Q4 20223
Bain Capital Public Equity Management II, LLC 332.60%2.89%3.40%Q3 2020Q1 20213
Versor Investments LP 330.06%0.09%0.12%Q3 2022Q1 20233
True Link Financial Advisors, LLC 330.00%0.00%0.00%Q2 2021Q4 20213
Kozak & Associates, Inc. 330.01%0.01%0.01%Q4 2021Q2 20223
Icon Wealth Partners, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
FORA Capital, LLC 110.20%0.39%0.74%Q1 2021Q2 20223
BNP PARIBAS FINANCIAL MARKETS 110.01%0.02%0.03%Q3 2022Q3 20223
MCIA Inc 330.17%0.25%0.39%Q3 2020Q1 20213
Strategic Wealth Partners, Ltd. 330.06%0.07%0.08%Q2 2021Q4 20213
Fosun International Ltd 210.02%0.03%0.04%Q4 2020Q3 20223
JENNISON ASSOCIATES LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Avion Wealth 330.00%0.00%0.00%Q1 2023Q3 20233
FULTON BREAKEFIELD BROENNIMAN LLC 330.04%0.04%0.04%Q2 2020Q4 20203
Legacy Capital Group California, Inc. 330.19%0.19%0.20%Q1 2023Q3 20233
Eudaimonia Partners, LLC 330.00%0.00%0.01%Q3 2020Q1 20213
Alpha Paradigm Partners, LLC 210.04%0.20%0.37%Q1 2021Q2 20223
NICOLET ADVISORY SERVICES, LLC 330.14%0.17%0.22%Q2 2020Q4 20203
Avalon Trust Co 331.52%1.54%1.56%Q1 2023Q3 20233
MASON STREET ADVISORS, LLC 330.11%0.12%0.13%Q2 2020Q4 20203
Sageworth Trust Co 210.00%0.00%0.00%Q2 2020Q1 20233
PINNACLE ASSOCIATES LTD 330.01%0.01%0.01%Q1 2023Q3 20233
Fidelis Capital Partners, LLC 330.19%0.20%0.21%Q1 2023Q3 20233
Pine Valley Investments Ltd Liability Co 330.16%0.18%0.20%Q1 2023Q3 20233
BELLEVUE ASSET MANAGEMENT, LLC 330.00%0.00%0.00%Q3 2020Q1 20213
Natixis Investment Managers International 332.24%2.25%2.26%Q1 2023Q3 20233
FineMark National Bank & Trust 330.01%0.01%0.01%Q1 2023Q3 20233
TIG Advisors, LLC 210.37%0.82%1.10%Q4 2020Q3 20213
Artemis Investment Management LLP 330.81%1.00%1.13%Q1 2023Q3 20233
Wellspring Financial Advisors, LLC 330.08%0.09%0.11%Q1 2023Q3 20233
KARLINSKI ANDREW C 330.00%0.00%0.01%Q1 2022Q3 20223
Enlightenment Research, LLC 110.38%0.54%0.73%Q2 2020Q4 20213
Consolidated Portfolio Review Corp 330.06%0.08%0.12%Q1 2023Q3 20233
CoreCap Advisors, LLC 110.00%0.01%0.01%Q4 2021Q4 20223
ZRC WEALTH MANAGEMENT, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
GREAT VALLEY ADVISOR GROUP, INC. 330.01%0.01%0.02%Q1 2023Q3 20233
First Eagle Investment Management, LLC 220.00%0.07%0.12%Q2 2020Q3 20203
Roundview Capital LLC 330.08%0.09%0.09%Q1 2023Q3 20233
Gilbert & Cook, Inc. 210.03%0.04%0.07%Q2 2020Q3 20233
Wealth Advisors of Tampa Bay, LLC 330.07%0.08%0.08%Q4 2021Q2 20223
WealthStone, Inc. 330.78%0.86%0.98%Q3 2020Q1 20213
Vectors Research Management, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Lee Capital Holdings LLC 330.59%0.92%1.18%Q4 2020Q2 20213
Nilsine Partners, LLC 330.20%0.21%0.21%Q1 2023Q3 20233
Modera Wealth Management, LLC 210.01%0.02%0.02%Q4 2021Q3 20233
Moran Wealth Management, LLC 330.20%0.27%0.32%Q4 2022Q2 20233
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 330.09%0.10%0.10%Q2 2020Q4 20203
Motley Fool Asset Management LLC 210.88%0.96%1.00%Q2 2022Q3 20233
Cornerstone Planning Group LLC 210.00%0.00%0.00%Q4 2022Q3 20233
FORVIS Wealth Advisors, LLC 330.03%0.03%0.04%Q2 2020Q4 20203
Procyon Advisors, LLC 210.01%0.02%0.04%Q1 2020Q3 20233
Mutual Advisors, LLC 110.01%0.01%0.02%Q1 2022Q3 20233
Community Financial Services Group, LLC 210.18%0.21%0.26%Q3 2021Q3 20233
Lancaster Investment Management 2229.98%36.01%42.03%Q1 2021Q2 20212
First Allied Advisory Services, Inc. 220.02%0.02%0.02%Q2 2020Q3 20202
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 220.01%0.04%0.08%Q2 2021Q3 20212
Princeton Global Asset Management LLC 220.01%0.01%0.01%Q1 2020Q2 20202
LifePlan Financial Group, Inc 220.03%0.03%0.03%Q2 2020Q3 20202
Mill Creek Capital Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Sonora Investment Management, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
TRILLIUM ASSET MANAGEMENT, LLC 220.01%0.01%0.01%Q3 2021Q4 20212
WealthShield Partners, LLC 220.00%0.00%0.01%Q1 2021Q2 20212
GLOBEFLEX CAPITAL L P 220.00%0.00%0.00%Q2 2023Q3 20232
SOUND SHORE MANAGEMENT INC /CT/ 220.01%1.07%2.13%Q1 2020Q2 20202
Connecticut Wealth Management, LLC 220.02%0.03%0.04%Q2 2023Q3 20232
HAZLETT, BURT & WATSON, INC. 220.00%0.00%0.00%Q2 2023Q3 20232
DISCIPLINED GROWTH INVESTORS INC /MN 220.01%0.01%0.01%Q4 2021Q1 20222
Ulland Investment Advisors, LLC 220.01%0.01%0.01%Q1 2022Q2 20222
BOK Financial Private Wealth, Inc. 220.01%0.02%0.02%Q4 2021Q1 20222
Cipher Capital LP 110.08%0.25%0.43%Q2 2022Q4 20222
Austin Private Wealth, LLC 110.04%0.04%0.04%Q3 2021Q1 20222
Sowa Financial Group, Inc. 220.01%0.01%0.01%Q3 2020Q4 20202
Rampart Investment Management Company, LLC 220.04%0.14%0.24%Q2 2020Q3 20202
Obsidian Personal Planning Solutions LLC 220.32%0.38%0.45%Q2 2023Q3 20232
Milestone Investment Advisors LLC 110.01%0.01%0.01%Q1 2023Q3 20232
TSFG, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
InterOcean Capital Group, LLC 220.01%0.02%0.02%Q2 2022Q3 20222
Exchange Bank 220.27%0.28%0.29%Q2 2023Q3 20232
CHILDRESS CAPITAL ADVISORS, LLC 110.04%0.05%0.07%Q4 2020Q4 20222
CARLSON CAPITAL L P 220.22%0.26%0.31%Q2 2022Q3 20222
STEVENS CAPITAL MANAGEMENT LP 220.17%0.26%0.35%Q1 2021Q2 20212
PRIVATE CAPITAL MANAGEMENT LLC 110.07%0.08%0.09%Q3 2022Q2 20232
WESTERN FINANCIAL Corp 220.34%0.37%0.40%Q2 2022Q3 20222
Quarry LP 220.01%0.01%0.01%Q1 2023Q2 20232
BEL AIR INVESTMENT ADVISORS LLC 220.02%0.02%0.03%Q1 2021Q2 20212
Covey Capital Advisors, LLC 220.23%0.25%0.27%Q3 2020Q4 20202
Portside Wealth Group, LLC 220.09%0.09%0.09%Q2 2023Q3 20232
Van Leeuwen & Company, LLC 220.32%0.46%0.61%Q4 2022Q1 20232
Prairie Sky Financial Group LLC 220.52%0.53%0.54%Q2 2023Q3 20232
Alphinity Investment Management Pty Ltd 220.67%2.62%4.58%Q2 2020Q3 20202
Freedman Financial Associates, Inc. 110.00%0.00%0.00%Q2 2021Q1 20222
ENGINE NO. 1 LLC 220.09%0.09%0.09%Q3 2021Q4 20212
Fiduciary Alliance LLC 110.02%0.02%0.02%Q4 2022Q2 20232
Summit Wealth Group, LLC 220.00%0.00%0.01%Q1 2021Q2 20212
NWQ INVESTMENT MANAGEMENT COMPANY, LLC 220.72%0.77%0.81%Q2 2020Q3 20202
Institute for Wealth Management, LLC. 110.04%0.04%0.04%Q1 2022Q4 20222
OneAscent Financial Services LLC 110.09%0.14%0.19%Q2 2022Q4 20222
Avior Wealth Management, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Exos TFP Holdings LLC 220.02%0.04%0.06%Q4 2022Q1 20232
BALASA DINVERNO & FOLTZ LLC 220.01%0.01%0.02%Q4 2021Q1 20222
Lucia Wealth Services, LLC 220.24%0.26%0.29%Q2 2020Q3 20202
Melqart Asset Management (UK) Ltd 221.56%1.91%2.25%Q3 2021Q4 20212
PICTON MAHONEY ASSET MANAGEMENT 220.59%0.65%0.72%Q2 2020Q3 20202
PARADIGM ASSET MANAGEMENT CO LLC 220.08%0.08%0.08%Q2 2023Q3 20232
55I, LLC 220.01%0.01%0.02%Q2 2022Q3 20222
Grey Fox Wealth Advisors, LLC 220.02%0.02%0.02%Q4 2022Q1 20232
Horan Securities, Inc. 110.00%0.00%0.00%Q2 2022Q4 20222
ETRADE Capital Management LLC 220.10%0.11%0.12%Q2 2020Q3 20202
Edge Wealth Management LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Qsemble Capital Management, LP 110.22%0.53%0.84%Q1 2023Q3 20232
FSC Wealth Advisors, LLC 220.04%0.04%0.04%Q2 2022Q3 20222
USA FINANCIAL FORMULAS 110.00%0.14%0.28%Q2 2020Q4 20212
ADVISORY RESEARCH INC 220.05%0.05%0.05%Q2 2023Q3 20232
PFW Advisors LLC 220.33%0.34%0.36%Q2 2023Q3 20232
Halpern Financial, Inc. 220.01%0.01%0.01%Q2 2020Q3 20202
JT Stratford LLC 220.07%0.07%0.07%Q3 2021Q4 20212
GFI Investment Counsel Ltd. 226.46%6.48%6.50%Q2 2023Q3 20232
Empirical Asset Management, LLC 110.49%0.57%0.65%Q1 2023Q3 20232
Northwest Capital Management Inc 220.06%0.06%0.07%Q2 2023Q3 20232
Columbia Trust Co 01012016 220.11%0.11%0.11%Q3 2021Q4 20212
Dash Acquisitions Inc. 221.38%1.43%1.48%Q2 2023Q3 20232
Old North State Trust, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
West Tower Group, LLC 220.05%0.05%0.05%Q2 2023Q3 20232
iA Global Asset Management Inc. 220.03%0.04%0.04%Q2 2023Q3 20232
SHINE INVESTMENT ADVISORY SERVICES INC 220.06%0.09%0.11%Q2 2020Q3 20202
Perkins Coie Trust Co 110.00%0.00%0.00%Q2 2020Q3 20232
ZEKE CAPITAL ADVISORS, LLC 110.02%0.02%0.02%Q1 2022Q4 20222
Interval Partners, LP 110.02%0.06%0.09%Q2 2020Q3 20212
iSAM Funds (UK) Ltd 110.57%0.69%0.81%Q1 2023Q3 20232
Fulcrum Equity Management 220.08%0.09%0.10%Q3 2021Q4 20212
Wealthspire Advisors, L.P. 220.02%0.02%0.03%Q2 2020Q3 20202
VIRGINIA RETIREMENT SYSTEMS ET AL 220.01%0.01%0.01%Q4 2021Q1 20222
V-Square Quantitative Management LLC 220.09%0.12%0.14%Q2 2023Q3 20232
Charter Oak Capital Management, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
LMR Partners LLP 110.01%0.02%0.02%Q2 2020Q1 20212
ROPES WEALTH ADVISORS LLC 110.00%0.00%0.00%Q2 2020Q4 20202
Port Capital LLC 220.02%0.02%0.02%Q2 2023Q3 20232
MQS Management LLC 110.41%0.43%0.44%Q4 2022Q3 20232
Momentum Advisors, LLC 220.50%0.50%0.50%Q3 2022Q4 20222
Alyeska Investment Group, L.P. 220.36%0.44%0.52%Q2 2020Q3 20202
CASTLE WEALTH MANAGEMENT LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Engrave Wealth Partners LLC 220.00%0.00%0.01%Q1 2020Q2 20202
LBP AM SA 220.01%0.01%0.01%Q2 2023Q3 20232
AIA Investment Management Private Ltd 220.03%0.03%0.04%Q2 2020Q3 20202
Fullerton Fund Management Co Ltd. 110.06%0.07%0.08%Q1 2021Q4 20222
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 220.00%0.01%0.01%Q1 2021Q2 20212
Sabal Trust CO 220.02%0.02%0.02%Q2 2023Q3 20232
Belmont Capital, LLC 220.18%0.18%0.19%Q2 2023Q3 20232
Pinion Investment Advisors, LLC 220.44%0.45%0.46%Q1 2021Q2 20212
LGT Financial Advisors LLC 220.01%0.11%0.22%Q2 2023Q3 20232
Bremer Bank National Association 110.03%0.05%0.06%Q3 2020Q1 20222
Fortis Capital Advisors, LLC 220.01%0.05%0.09%Q4 2022Q1 20232
BAINCO INTERNATIONAL INVESTORS 110.00%0.00%0.00%Q1 2020Q4 20202
FLPUTNAM INVESTMENT MANAGEMENT CO 220.01%0.01%0.01%Q2 2023Q3 20232
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 220.17%0.17%0.17%Q2 2023Q3 20232
B. Riley Wealth Management, Inc. 220.01%0.02%0.02%Q4 2021Q1 20222
Kemnay Advisory Services Inc. 110.09%0.18%0.27%Q4 2020Q2 20212
Acrisure Capital Management, LLC 220.75%0.84%0.94%Q4 2022Q1 20232
Goodman Advisory Group, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
ORG Partners LLC 220.01%0.02%0.02%Q2 2023Q3 20232
Campbell & CO Investment Adviser LLC 110.34%0.76%1.18%Q2 2020Q1 20212
Pineno Levin & Ford Asset Management, Inc. 220.07%0.07%0.07%Q3 2021Q4 20212
HARTLINE INVESTMENT CORP/ 220.13%0.23%0.33%Q2 2023Q3 20232
DRW Securities, LLC 110.01%0.01%0.02%Q2 2022Q3 20232
Hamilton Wealth, LLC 220.11%0.12%0.12%Q4 2021Q1 20222
SouthState Corp 110.00%0.00%0.00%Q4 2021Q2 20222
Measured Wealth Private Client Group, LLC 220.09%0.10%0.11%Q1 2021Q2 20212
ATTICUS WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
UNION SAVINGS BANK 220.01%0.01%0.01%Q2 2023Q3 20232
Kula Investments, LLC 220.05%0.20%0.35%Q4 2022Q1 20232
RATIONAL ADVISORS LLC 220.00%0.00%0.00%Q2 2020Q3 20202
Hudson Bay Capital Management LP 220.05%0.06%0.06%Q2 2022Q3 20222
AXXCESS WEALTH MANAGEMENT, LLC 220.01%0.01%0.02%Q2 2023Q3 20232
ALPS ADVISORS INC 110.02%0.02%0.03%Q2 2022Q3 20232
Dorsey Wright & Associates 220.07%0.07%0.07%Q2 2020Q3 20202
Athanor Capital, LP 220.04%0.07%0.11%Q4 2020Q1 20212
Morse Asset Management, Inc 220.10%0.12%0.13%Q2 2020Q3 20202
Truvvo Partners LLC 220.34%0.45%0.56%Q2 2020Q3 20202
Goldstream Capital Management Ltd 220.08%0.08%0.08%Q2 2023Q3 20232
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 220.02%0.02%0.02%Q2 2020Q3 20202
Polar Capital LLP 220.54%0.56%0.58%Q2 2020Q3 20202
Silicon Valley Capital Partners 220.01%0.01%0.01%Q2 2023Q3 20232
Grassi Investment Management 220.11%0.12%0.12%Q2 2023Q3 20232
SageView Advisory Group, LLC 220.03%0.03%0.04%Q1 2023Q2 20232
Meristem Family Wealth, LLC 110.02%0.03%0.03%Q3 2021Q1 20222
ADAGE CAPITAL PARTNERS GP, L.L.C. 110.09%0.10%0.11%Q2 2022Q4 20222
Dixon Hughes Goodman Wealth Advisors LLC 220.00%0.00%0.00%Q4 2021Q1 20222
IAG Wealth Partners, LLC 110.00%0.00%0.00%Q4 2022Q2 20232
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.01%Q4 2020Q1 20212
Gateway Advisory, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Advisors Preferred, LLC 220.17%0.21%0.25%Q4 2022Q1 20232
LAKE STREET FINANCIAL LLC 220.04%0.04%0.04%Q4 2021Q1 20222
Community Bank, N.A. 220.00%0.00%0.00%Q3 2022Q4 20222
Beirne Wealth Consulting Services, LLC 220.62%0.67%0.72%Q3 2020Q4 20202
BBVA USA 220.12%0.13%0.15%Q2 2021Q3 20212
Highland Private Wealth Management 110.03%0.03%0.04%Q1 2022Q3 20222
ALERUS FINANCIAL NA 220.13%0.14%0.15%Q3 2020Q4 20202
SPX Gestao de Recursos Ltda 221.35%1.63%1.91%Q3 2020Q4 20202
Delphia (USA) Inc. 110.17%0.20%0.23%Q4 2021Q2 20222
TITLEIST CAPITAL, LLC 220.04%0.05%0.05%Q4 2021Q1 20222
SECURITY NATIONAL TRUST CO 220.00%0.00%0.00%Q2 2021Q3 20212
Railway Pension Investments Ltd 220.16%0.16%0.16%Q2 2023Q3 20232
C WorldWide Group Holding A/S 223.43%3.47%3.51%Q2 2023Q3 20232
Retireful, LLC 110.86%0.86%0.86%Q3 2023Q3 20231
Watson Rebecca 110.01%0.01%0.01%Q2 2020Q2 20201
Field & Main Bank 110.00%0.00%0.00%Q2 2022Q2 20221
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Ahrens Investment Partners LLC 110.00%0.00%0.00%Q1 2023Q1 20231
CAHILL FINANCIAL ADVISORS INC 110.01%0.01%0.01%Q3 2021Q3 20211
HANCOCK WHITNEY INVESTMENT SERVICES INC. 110.04%0.04%0.04%Q4 2021Q4 20211
IFG Advisory, LLC 110.04%0.04%0.04%Q3 2022Q3 20221
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.06%0.06%0.06%Q2 2023Q2 20231
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Fortitude Advisory Group L.L.C. 110.01%0.01%0.01%Q1 2022Q1 20221
ClariVest Asset Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Cognios Capital, LLC 110.10%0.10%0.10%Q1 2020Q1 20201
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Arlington Trust Co LLC 111.25%1.25%1.25%Q3 2023Q3 20231
WEXFORD CAPITAL LP 110.22%0.22%0.22%Q1 2023Q1 20231
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
KINGSWOOD WEALTH ADVISORS, LLC 110.30%0.30%0.30%Q3 2023Q3 20231
Affiance Financial, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Beaird Harris Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
EA Series Trust 110.02%0.02%0.02%Q2 2023Q2 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
TRADITION ASSET MANAGEMENT LLC 110.07%0.07%0.07%Q1 2020Q1 20201
Crestwood Advisors Group, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
GeoWealth Management, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
SC&H Financial Advisors, Inc. 110.13%0.13%0.13%Q4 2021Q4 20211
Cribstone Capital Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Haafor (Singapore) Pte. Ltd. 110.44%0.44%0.44%Q4 2020Q4 20201
TCG Advisory Services, LLC 110.08%0.08%0.08%Q1 2021Q1 20211
DRW SECURITIES, L.L.C. 110.01%0.01%0.01%Q3 2022Q3 20221
Virtus ETF Advisers LLC 110.43%0.43%0.43%Q4 2022Q4 20221
COWEN AND COMPANY, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
Donoghue Forlines LLC 110.31%0.31%0.31%Q4 2021Q4 20211
NAVELLIER & ASSOCIATES INC 110.05%0.05%0.05%Q3 2023Q3 20231
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
Regent Peak Wealth Advisors LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Liontrust Investment Partners LLP 110.11%0.11%0.11%Q2 2022Q2 20221
Diametric Capital, LP 110.36%0.36%0.36%Q4 2022Q4 20221
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
RIVULET CAPITAL, LLC 115.62%5.62%5.62%Q1 2021Q1 20211
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 110.07%0.07%0.07%Q3 2021Q3 20211
Mendel Money Management 110.10%0.10%0.10%Q2 2023Q2 20231
CTC Alternative Strategies, Ltd. 112.39%2.39%2.39%Q3 2023Q3 20231
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 110.01%0.01%0.01%Q2 2020Q2 20201
MIRABELLA FINANCIAL SERVICES LLP 110.27%0.27%0.27%Q2 2022Q2 20221
MARINO, STRAM & ASSOCIATES LLC 110.16%0.16%0.16%Q2 2021Q2 20211
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
WEST BANCORPORATION INC 110.24%0.24%0.24%Q3 2020Q3 20201
Icon Wealth Advisors, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Charles Schwab Trust Co 110.05%0.05%0.05%Q4 2020Q4 20201
TELEMUS CAPITAL, LLC 110.02%0.02%0.02%Q2 2020Q2 20201
Ameritas Investment Company, LLC 110.08%0.08%0.08%Q1 2021Q1 20211
Capula Management Ltd 110.34%0.34%0.34%Q4 2022Q4 20221
Alua Capital Management LP 114.21%4.21%4.21%Q1 2021Q1 20211
Atlas Private Wealth Advisors 110.00%0.00%0.00%Q1 2021Q1 20211
Stratos Wealth Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
GENERATION INVESTMENT MANAGEMENT LLP 110.52%0.52%0.52%Q1 2021Q1 20211
Headlands Technologies LLC 110.02%0.02%0.02%Q3 2023Q3 20231
RMB Capital Management, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
TOTH FINANCIAL ADVISORY CORP 110.00%0.00%0.00%Q3 2022Q3 20221
PIN OAK INVESTMENT ADVISORS INC 110.00%0.00%0.00%Q2 2023Q2 20231
Waratah Capital Advisors Ltd. 110.01%0.01%0.01%Q1 2021Q1 20211
Orbis Allan Gray Ltd 110.02%0.02%0.02%Q2 2021Q2 20211
Sterling Investment Counsel, LLC 110.22%0.22%0.22%Q4 2021Q4 20211
MCKINLEY CAPITAL MANAGEMENT LLC 110.22%0.22%0.22%Q2 2020Q2 20201
Sound Income Strategies, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
McKinley Carter Wealth Services, Inc. 110.02%0.02%0.02%Q3 2021Q3 20211
CORNERSTONE ADVISORS INC 110.00%0.00%0.00%Q4 2021Q4 20211
Allred Capital Management, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
PACES FERRY WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Counterpoint Mutual Funds LLC 110.12%0.12%0.12%Q2 2023Q2 20231
NBC SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
PROVENCE WEALTH MANAGEMENT GROUP 110.00%0.00%0.00%Q3 2023Q3 20231
KRAEMATON INVESTMENT ADVISORS, INC 110.13%0.13%0.13%Q4 2022Q4 20221
Pentwater Capital Management LP 110.79%0.79%0.79%Q2 2021Q2 20211
INCEPTIONR LLC 110.22%0.22%0.22%Q1 2023Q1 20231
TFO Wealth Partners, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Sepio Capital, LP 110.18%0.18%0.18%Q2 2021Q2 20211
ETF MANAGERS GROUP, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
RITTER DANIHER FINANCIAL ADVISORY LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Pinnacle Wealth Advisors 110.00%0.00%0.00%Q2 2021Q2 20211
Seven Springs Wealth Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Financiere des Professionnels - Fonds d,investissement inc. 111.89%1.89%1.89%Q3 2023Q3 20231
DSAM Partners (London) Ltd 111.68%1.68%1.68%Q2 2021Q2 20211
Rikoon Group, LLC 110.15%0.15%0.15%Q2 2020Q2 20201
WADDELL & ASSOCIATES, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
NFJ INVESTMENT GROUP, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
AllSquare Wealth Management LLC 110.02%0.02%0.02%Q1 2020Q1 20201
SYON CAPITAL LLC 110.11%0.11%0.11%Q3 2023Q3 20231
DELTA ASSET MANAGEMENT LLC/TN 110.00%0.00%0.00%Q2 2020Q2 20201
MD Financial Management Inc. 110.07%0.07%0.07%Q1 2021Q1 20211
Alpha Cubed Investments, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Harel Insurance Investments & Financial Services Ltd. 110.01%0.01%0.01%Q3 2020Q3 20201
My Personal CFO, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Grandview Asset Management LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Findlay Park Partners LLP 110.80%0.80%0.80%Q2 2020Q2 20201
HARVEST MANAGEMENT LLC 111.50%1.50%1.50%Q2 2021Q2 20211
PALLADIEM, LLC 110.21%0.21%0.21%Q2 2023Q2 20231
Lansing Street Advisors 110.00%0.00%0.00%Q4 2022Q4 20221
LVM CAPITAL MANAGEMENT LTD/MI 110.12%0.12%0.12%Q1 2022Q1 20221
FSB PREMIER WEALTH MANAGEMENT, INC. 110.03%0.03%0.03%Q4 2021Q4 20211
Valued Wealth Advisors LLC 110.01%0.01%0.01%Q4 2023Q4 20231
Annapolis Financial Services, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
First Capital Advisors Group, LLC. 110.03%0.03%0.03%Q2 2023Q2 20231
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 110.00%0.00%0.00%Q1 2022Q1 20221
Axiom Investment Management LLC 110.24%0.24%0.24%Q3 2022Q3 20221
Richwood Investment Advisors, LLC 110.14%0.14%0.14%Q4 2021Q4 20211
Edge Capital Group, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
Motley Fool Wealth Management, LLC 110.56%0.56%0.56%Q1 2022Q1 20221
MCDONALD PARTNERS LLC 110.06%0.06%0.06%Q2 2023Q2 20231
Taikang Asset Management (Hong Kong) Co Ltd 110.18%0.18%0.18%Q3 2023Q3 20231
Capstone Financial Advisors, Inc. 110.02%0.02%0.02%Q1 2021Q1 20211
Madison Asset Management, LLC 110.16%0.16%0.16%Q1 2020Q1 20201
Aptus Capital Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
KICKSTAND VENTURES, LLC. 111.45%1.45%1.45%Q3 2023Q3 20231
MinichMacGregor Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
THOMPSON SIEGEL & WALMSLEY LLC 110.00%0.00%0.00%Q2 2020Q2 20201
THOROUGHBRED FINANCIAL SERVICES, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Lakewood Asset Management LLC 110.01%0.01%0.01%Q4 2022Q4 20221
WIPFLI FINANCIAL ADVISORS LLC, 110.07%0.07%0.07%Q3 2022Q3 20221
Centerpoint Advisors, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Pictet Asset Management Holding SA 110.08%0.08%0.08%Q3 2023Q3 20231
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Fisher Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BLUEFIN CAPITAL MANAGEMENT, LLC 110.55%0.55%0.55%Q2 2021Q2 20211
Power Corp of Canada 110.00%0.00%0.00%Q1 2022Q1 20221
OLIVER LAGORE VANVALIN INVESTMENT GROUP 110.00%0.00%0.00%Q3 2023Q3 20231
PFG Private Wealth Management, LLC 110.06%0.06%0.06%Q3 2021Q3 20211
Azora Capital LP 110.48%0.48%0.48%Q2 2020Q2 20201
QRG CAPITAL MANAGEMENT, INC. 110.04%0.04%0.04%Q3 2023Q3 20231
Carmel Capital Partners, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Metatron Capital SICAV plc 110.63%0.63%0.63%Q4 2021Q4 20211
JACKSON SQUARE CAPITAL, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Penobscot Investment Management Company, Inc. 110.04%0.04%0.04%Q3 2023Q3 20231
Ten Capital Wealth Advisors, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Vident Advisory, LLC 110.36%0.36%0.36%Q3 2023Q3 20231
TCWP LLC 110.01%0.01%0.01%Q1 2022Q1 20221
ALLSTATE INVESTMENT MANAGEMENT CO 110.08%0.08%0.08%Q4 2022Q4 20221
Meridian Wealth Advisors, LLC 110.05%0.05%0.05%Q2 2023Q2 20231
Jackson Hole Capital Partners, LLC 110.08%0.08%0.08%Q1 2023Q1 20231
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Cassia Capital Partners, LLC 110.94%0.94%0.94%Q3 2021Q3 20211
FFT WEALTH MANAGEMENT LLC 110.07%0.07%0.07%Q3 2021Q3 20211
BTG Pactual Global Asset Management Ltd 110.19%0.19%0.19%Q2 2021Q2 20211
Optiver Holding B.V. 110.00%0.00%0.00%Q1 2023Q1 20231
Cherry Tree Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Shilanski & Associates, Inc. 110.09%0.09%0.09%Q3 2022Q3 20221
HIGHLAND CAPITAL MANAGEMENT, LLC 110.18%0.18%0.18%Q1 2021Q1 20211
STOCK YARDS BANK & TRUST CO 110.01%0.01%0.01%Q4 2022Q4 20221
Summit Global Investments 110.14%0.14%0.14%Q1 2023Q1 20231
WEBSTERROGERS FINANCIAL ADVISORS, LLC 110.43%0.43%0.43%Q3 2023Q3 20231
Governors Lane LP 111.66%1.66%1.66%Q2 2021Q2 20211
Convergence Investment Partners, LLC 110.16%0.16%0.16%Q3 2020Q3 20201
Joseph P. Lucia & Associates, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Riverwater Partners LLC 110.18%0.18%0.18%Q4 2021Q4 20211
Operose Advisors LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
HOWLAND CAPITAL MANAGEMENT LLC 110.02%0.02%0.02%Q2 2022Q2 20221
qPULA Trading Management LP 110.51%0.51%0.51%Q2 2021Q2 20211
Consolidated Planning Corp 110.05%0.05%0.05%Q3 2021Q3 20211
OLD MISSION CAPITAL LLC 110.09%0.09%0.09%Q2 2022Q2 20221
Annis Gardner Whiting Capital Advisors, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
NumerixS Investment Technologies Inc 110.20%0.20%0.20%Q2 2020Q2 20201
Interchange Capital Partners, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Wealthcare Advisory Partners LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Retirement Planning Co of New England, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
BRADLEY FOSTER & SARGENT INC/CT 110.01%0.01%0.01%Q1 2022Q1 20221
Cordant, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Founders Financial Alliance, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Kowal Investment Group, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
PA Capital LLC 111.08%1.08%1.08%Q3 2020Q3 20201
TRUEWEALTH LLC 110.07%0.07%0.07%Q2 2020Q2 20201
Graham Capital Management, L.P. 110.02%0.02%0.02%Q3 2023Q3 20231
COWA, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
CENTRAL BANK & TRUST CO 110.00%0.00%0.00%Q1 2023Q1 20231
Utah Peaks Capital Inc 110.70%0.70%0.70%Q4 2022Q4 20221
High Note Wealth, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
NBT BANK N A /NY 110.13%0.13%0.13%Q3 2023Q3 20231
Personal Wealth Partners 110.00%0.00%0.00%Q2 2021Q2 20211
CNB Bank 110.00%0.00%0.00%Q1 2022Q1 20221
S.A. Mason LLC 110.03%0.03%0.03%Q1 2020Q1 20201
Wealthstream Advisors, Inc. 110.11%0.11%0.11%Q3 2023Q3 20231
Verus Financial Partners, Inc. 110.08%0.08%0.08%Q3 2020Q3 20201
Altus Wealth Group LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Clark Capital Management Group, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Safeguard Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
NEW VERNON INVESTMENT MANAGEMENT LLC 113.18%3.18%3.18%Q3 2020Q3 20201
PNC Managed Account Solutions, Inc. 110.24%0.24%0.24%Q2 2021Q2 20211
Autumn Glory Partners, LLC 110.14%0.14%0.14%Q4 2021Q4 20211
Argent Wealth Management LLC 110.27%0.27%0.27%Q2 2020Q2 20201
Kampmann Melissa S. 112.72%2.72%2.72%Q3 2023Q3 20231
Capital Asset Advisory Services LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Gyon Technologies Capital Management, LP 110.21%0.21%0.21%Q4 2020Q4 20201
Ursa Fund Management, LLC 119.24%9.24%9.24%Q2 2021Q2 20211
EQUITEC PROPRIETARY MARKETS, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
ST GERMAIN D J CO INC 110.00%0.00%0.00%Q4 2023Q4 20231
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
QCM Cayman, Ltd. 110.41%0.41%0.41%Q3 2020Q3 20201
TT INTERNATIONAL 110.29%0.29%0.29%Q3 2020Q3 20201
K2 PRINCIPAL FUND, L.P. 110.20%0.20%0.20%Q2 2021Q2 20211
Legato Capital Management LLC 110.28%0.28%0.28%Q2 2020Q2 20201
BENJAMIN F. EDWARDS & COMPANY, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
Enterprise Trust & Investment Co 110.00%0.00%0.00%Q2 2022Q2 20221
Bogart Wealth, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
SENTINEL TRUST CO LBA 110.10%0.10%0.10%Q4 2021Q4 20211
TCF National Bank 110.02%0.02%0.02%Q1 2021Q1 20211
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2021Q1 20211
CIBC WORLD MARKETS CORP 111.32%1.32%1.32%Q1 2023Q1 20231
CREDIT AGRICOLE S A 110.01%0.01%0.01%Q3 2023Q3 20231
LOWE BROCKENBROUGH & CO INC 110.03%0.03%0.03%Q3 2021Q3 20211
Avestar Capital, LLC 110.19%0.19%0.19%Q1 2022Q1 20221
Fortis Advisors, LLC 110.07%0.07%0.07%Q1 2022Q1 20221
Annex Advisory Services, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Keebeck Wealth Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
HORIZON FINANCIAL SERVICES, LLC 110.16%0.16%0.16%Q1 2022Q1 20221
F3Logic, LLC 110.65%0.65%0.65%Q3 2020Q3 20201
NEOS Investment Management LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Karp Capital Management Corp 110.19%0.19%0.19%Q3 2022Q3 20221
AGF INVESTMENTS INC. 110.00%0.00%0.00%Q2 2021Q2 20211
Delos Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Almanack Investment Partners, LLC. 110.00%0.00%0.00%Q3 2022Q3 20221
TORONTO DOMINION BANK 110.05%0.05%0.05%Q3 2023Q3 20231
Karpus Management, Inc. 110.02%0.02%0.02%Q1 2021Q1 20211
Private Ocean, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Northeast Financial Consultants Inc 110.01%0.01%0.01%Q2 2023Q2 20231
Guardian Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
National Wealth Management Group, LLC 110.67%0.67%0.67%Q1 2023Q1 20231
EPG Wealth Management LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Stephens Consulting, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
JARISLOWSKY, FRASER Ltd 110.00%0.00%0.00%Q4 2020Q4 20201
JABODON PT CO 113.63%3.63%3.63%Q3 2021Q3 20211
Jacobi Capital Management LLC 110.00%0.00%0.00%Q4 2020Q4 20201
ADAMS DIVERSIFIED EQUITY FUND, INC. 110.85%0.85%0.85%Q3 2020Q3 20201
Polianta Ltd 110.50%0.50%0.50%Q1 2020Q1 20201
Winslow, Evans & Crocker, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
BRINKER CAPITAL INC 110.26%0.26%0.26%Q2 2020Q2 20201
Gillson Capital LP 111.31%1.31%1.31%Q3 2020Q3 20201
External links

This page lists all the filers that currently own AON PLC or have owned AON PLC in the past.