STERIS PLC shareholder history

Current and past STERIS PLC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 19190.00%0.00%0.00%Q1 2019Q3 202355
Citadel Advisors 19190.00%0.00%0.01%Q1 2019Q3 202355
PEAK6 Investments LLC 1530.00%0.01%0.02%Q1 2019Q3 202347
MILLENNIUM MANAGEMENT LLC 19190.00%0.01%0.09%Q1 2019Q3 202331
JANE STREET GROUP, LLC 1710.00%0.00%0.01%Q1 2019Q3 202331
CAPSTONE INVESTMENT ADVISORS, LLC 930.00%0.00%0.02%Q3 2020Q3 202329
UBS Group AG 19190.00%0.01%0.02%Q1 2019Q3 202324
Walleye Trading LLC 620.00%0.00%0.01%Q3 2019Q3 202321
WOLVERINE TRADING, LLC 510.00%0.00%0.00%Q2 2019Q3 202320
Copeland Capital Management, LLC 20200.51%0.83%2.00%Q4 2018Q3 202320
Versant Capital Management, Inc 20200.00%0.00%0.00%Q1 2019Q4 202320
CITIGROUP INC 19190.01%0.01%0.02%Q1 2019Q3 202320
PRUDENTIAL FINANCIAL INC 19190.01%0.05%0.12%Q1 2019Q3 202319
MORGAN STANLEY 19190.00%0.03%0.09%Q1 2019Q3 202319
Treasurer of the State of North Carolina 19190.03%0.04%0.05%Q1 2019Q3 202319
MML INVESTORS SERVICES, LLC 19190.01%0.02%0.04%Q1 2019Q3 202319
BARCLAYS PLC 19190.00%0.01%0.02%Q1 2019Q3 202319
CONGRESS ASSET MANAGEMENT CO /MA 19190.97%1.17%1.39%Q1 2019Q3 202319
FIFTH THIRD BANCORP 19190.00%0.01%0.04%Q1 2019Q3 202319
LPL Financial LLC 19190.00%0.01%0.02%Q1 2019Q3 202319
SEGALL BRYANT & HAMILL, LLC 19190.01%0.06%0.34%Q1 2019Q3 202319
SIT INVESTMENT ASSOCIATES INC 19190.06%0.07%0.08%Q1 2019Q3 202319
Legal & General Group Plc 19190.01%0.05%0.06%Q1 2019Q3 202319
ROYAL BANK OF CANADA 19190.01%0.01%0.01%Q1 2019Q3 202319
BlackRock Inc. 19190.04%0.05%0.06%Q1 2019Q3 202319
West Coast Financial LLC 19190.06%0.89%2.50%Q1 2019Q3 202319
Parallel Advisors, LLC 19190.01%0.01%0.02%Q1 2019Q3 202319
THRIVENT FINANCIAL FOR LUTHERANS 19190.00%0.00%0.01%Q1 2019Q3 202319
STIFEL FINANCIAL CORP 19190.01%0.02%0.03%Q1 2019Q3 202319
BAHL & GAYNOR INC 19190.01%0.02%0.03%Q1 2019Q3 202319
Aureus Asset Management, LLC 19190.11%0.25%0.55%Q1 2019Q3 202319
PITCAIRN CO 19190.03%0.06%0.14%Q1 2019Q3 202319
GLENMEDE TRUST CO NA 19190.00%0.01%0.01%Q1 2019Q3 202319
BOSTON FAMILY OFFICE LLC 19190.07%0.08%0.09%Q1 2019Q3 202319
AdvisorNet Financial, Inc 19190.00%0.03%0.07%Q1 2019Q3 202319
Pinnacle Wealth Planning Services, Inc. 19190.05%0.11%0.25%Q1 2019Q3 202319
State of Tennessee, Treasury Department 19190.01%0.03%0.10%Q1 2019Q3 202319
TrinityPoint Wealth, LLC 19190.10%0.13%0.16%Q1 2019Q3 202319
M&T BANK CORP 19190.03%0.04%0.05%Q1 2019Q3 202319
BANK OF AMERICA CORP /DE/ 19190.02%0.02%0.03%Q1 2019Q3 202319
VOYA INVESTMENT MANAGEMENT LLC 19190.01%0.01%0.02%Q1 2019Q3 202319
FIDUCIARY TRUST CO 19190.01%0.01%0.02%Q1 2019Q3 202319
STATE STREET CORP 19190.02%0.04%0.05%Q1 2019Q3 202319
PRIVATE TRUST CO NA 19190.03%0.06%0.14%Q1 2019Q3 202319
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 19190.02%0.03%0.10%Q1 2019Q3 202319
Allworth Financial LP 19190.00%0.00%0.00%Q1 2019Q3 202319
GW&K Investment Management, LLC 19190.21%0.50%0.78%Q1 2019Q3 202319
Retirement Systems of Alabama 19190.02%0.07%0.19%Q1 2019Q3 202319
QUADRANT CAPITAL GROUP LLC 19190.00%0.02%0.03%Q1 2019Q3 202319
Mount Yale Investment Advisors, LLC 19190.31%0.51%0.74%Q1 2019Q3 202319
Parkside Financial Bank & Trust 19190.00%0.01%0.01%Q1 2019Q3 202319
DIVIDEND ASSETS CAPITAL, LLC 19190.58%1.08%1.44%Q1 2019Q3 202319
RAYMOND JAMES & ASSOCIATES 19190.05%0.08%0.13%Q1 2019Q3 202319
HighTower Advisors, LLC 19190.01%0.01%0.02%Q1 2019Q3 202319
NORTHERN TRUST CORP 19190.03%0.05%0.06%Q1 2019Q3 202319
AMICA MUTUAL INSURANCE CO 19190.23%0.69%1.39%Q1 2019Q3 202319
Raymond James Financial Services Advisors, Inc. 19190.01%0.04%0.13%Q1 2019Q3 202319
AMERIPRISE FINANCIAL INC 19190.00%0.03%0.06%Q1 2019Q3 202319
Baird Financial Group, Inc. 19190.00%0.02%0.13%Q1 2019Q3 202319
PROFUND ADVISORS LLC 19190.01%0.02%0.06%Q1 2019Q3 202319
GEODE CAPITAL MANAGEMENT, LLC 19190.03%0.05%0.06%Q1 2019Q3 202319
WELLS FARGO & COMPANY/MN 19190.01%0.01%0.04%Q1 2019Q3 202319
MASTRAPASQUA ASSET MANAGEMENT INC 19190.34%0.39%0.44%Q1 2019Q3 202319
Front Row Advisors LLC 19190.00%0.00%0.01%Q1 2019Q3 202319
LORD, ABBETT & CO. LLC 19190.09%0.13%0.20%Q1 2019Q3 202319
US BANCORP \DE\ 19190.01%0.01%0.02%Q1 2019Q3 202319
MANUFACTURERS LIFE INSURANCE COMPANY, THE 19190.01%0.01%0.02%Q1 2019Q3 202319
State of Alaska, Department of Revenue 19190.02%0.07%0.12%Q1 2019Q3 202319
WESTWOOD HOLDINGS GROUP INC 19190.04%0.10%0.26%Q1 2019Q3 202319
ENVESTNET ASSET MANAGEMENT INC 19190.04%0.05%0.07%Q1 2019Q3 202319
Invesco Ltd. 19190.02%0.05%0.09%Q1 2019Q3 202319
BENJAMIN EDWARDS INC 19190.24%0.49%1.01%Q1 2019Q3 202319
CONNABLE OFFICE INC 19190.14%0.15%0.17%Q1 2019Q3 202319
PRINCIPAL FINANCIAL GROUP INC 19190.06%0.12%0.17%Q1 2019Q3 202319
FMR LLC 19190.00%0.01%0.02%Q1 2019Q3 202319
GAMCO INVESTORS, INC. ET AL 19190.10%0.16%0.22%Q1 2019Q3 202319
STRS OHIO 19190.00%0.07%0.20%Q1 2019Q3 202319
RMB Capital Management, LLC 19190.80%1.35%1.73%Q1 2019Q3 202319
INTRUST BANK NA 19190.08%0.10%0.15%Q1 2019Q3 202319
SILVERCREST ASSET MANAGEMENT GROUP LLC 19190.02%0.26%0.46%Q1 2019Q3 202319
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 19190.03%0.04%0.05%Q1 2019Q3 202319
Nuveen Asset Management, LLC 18180.00%0.03%0.05%Q2 2019Q3 202319
ArrowMark Colorado Holdings LLC 19191.19%1.85%2.42%Q1 2019Q3 202319
GOLDMAN SACHS GROUP INC 19190.01%0.01%0.04%Q1 2019Q3 202319
GABELLI FUNDS LLC 19190.02%0.03%0.04%Q1 2019Q3 202319
Louisiana State Employees Retirement System 19190.03%0.05%0.16%Q1 2019Q3 202319
ALLIANCEBERNSTEIN L.P. 19190.01%0.09%0.16%Q1 2019Q3 202319
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 19190.03%0.05%0.05%Q1 2019Q3 202319
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 19190.00%0.02%0.06%Q1 2019Q3 202319
JANUS HENDERSON GROUP PLC 19190.26%0.35%0.52%Q1 2019Q3 202319
Atria Investments, Inc 19190.03%0.05%0.07%Q1 2019Q3 202319
Smithfield Trust Co 19190.01%0.01%0.02%Q1 2019Q3 202319
Daiwa Securities Group Inc. 19190.00%0.04%0.13%Q1 2019Q3 202319
HUNTINGTON NATIONAL BANK 19190.00%0.00%0.00%Q1 2019Q3 202319
MGO ONE SEVEN LLC 19190.03%0.15%0.36%Q1 2019Q3 202319
VICTORY CAPITAL MANAGEMENT INC 19190.00%0.03%0.25%Q1 2019Q3 202319
Stratos Wealth Partners, LTD. 19190.05%0.08%0.22%Q1 2019Q3 202319
PNC FINANCIAL SERVICES GROUP, INC. 19190.00%0.01%0.01%Q1 2019Q3 202319
PRICE T ROWE ASSOCIATES INC /MD/ 19190.00%0.03%0.07%Q1 2019Q3 202319
STATE OF MICHIGAN RETIREMENT SYSTEM 19190.03%0.03%0.04%Q1 2019Q3 202319
Callahan Advisors, LLC 19190.44%0.84%1.13%Q1 2019Q3 202319
CIGNA INVESTMENTS INC /NEW 19190.03%0.04%0.05%Q1 2019Q3 202319
Tradewinds Capital Management, LLC 19190.00%0.00%0.00%Q1 2019Q3 202319
Allianz Asset Management GmbH 19190.01%0.05%0.10%Q1 2019Q3 202319
OPPENHEIMER ASSET MANAGEMENT INC. 19190.04%0.06%0.09%Q1 2019Q3 202319
COMMONWEALTH EQUITY SERVICES, LLC 19190.00%0.00%0.00%Q1 2019Q3 202319
FIRST MANHATTAN CO. LLC. 19190.00%0.00%0.00%Q1 2019Q3 202319
RAYMOND JAMES TRUST N.A. 19190.01%0.02%0.05%Q1 2019Q3 202319
VAN ECK ASSOCIATES CORP 19190.01%0.01%0.02%Q1 2019Q3 202319
JPMORGAN CHASE & CO 19190.01%0.01%0.03%Q1 2019Q3 202319
Carnegie Capital Asset Management, LLC 19190.06%0.32%0.48%Q1 2019Q3 202319
Fisher Asset Management, LLC 19190.00%0.08%0.18%Q1 2019Q3 202319
Utah Retirement Systems 19190.04%0.05%0.05%Q1 2019Q3 202319
ProShare Advisors LLC 19190.01%0.01%0.01%Q1 2019Q3 202319
NATIXIS ADVISORS, L.P. 19190.06%0.09%0.11%Q1 2019Q3 202319
Larson Financial Group LLC 19190.01%0.01%0.02%Q1 2019Q3 202319
Boston Trust Walden Corp 19190.23%0.36%0.47%Q1 2019Q3 202319
Evercore Wealth Management, LLC 19190.01%0.02%0.02%Q1 2019Q3 202319
Rockefeller Capital Management L.P. 19190.00%0.03%0.10%Q1 2019Q3 202319
SEI INVESTMENTS CO 19190.02%0.04%0.06%Q1 2019Q3 202319
MIDDLETON & CO INC/MA 19191.40%1.54%1.70%Q1 2019Q3 202319
SYNOVUS FINANCIAL CORP 19190.01%0.02%0.05%Q1 2019Q3 202319
IFP Advisors, Inc 1710.00%0.01%0.02%Q1 2016Q3 202319
WHITTIER TRUST CO 19190.12%0.14%0.18%Q1 2019Q3 202319
AMERICAN INTERNATIONAL GROUP, INC. 19190.02%0.04%0.10%Q1 2019Q3 202319
Russell Investments Group, Ltd. 19190.02%0.03%0.04%Q1 2019Q3 202319
Amica Retiree Medical Trust 19190.18%0.72%1.70%Q1 2019Q3 202319
UNITED CAPITAL FINANCIAL ADVISORS, LLC 19190.13%0.17%0.33%Q1 2019Q3 202319
KEYBANK NATIONAL ASSOCIATION/OH 19190.00%0.03%0.20%Q1 2019Q3 202319
Neuberger Berman Group LLC 19190.00%0.00%0.01%Q1 2019Q3 202319
Tower Research Capital LLC (TRC) 19190.00%0.03%0.15%Q1 2019Q3 202319
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 19190.18%0.23%0.28%Q1 2019Q3 202319
VANGUARD GROUP INC 19190.04%0.06%0.07%Q1 2019Q3 202319
CENTRAL TRUST Co 19190.00%0.01%0.04%Q1 2019Q3 202319
NISA INVESTMENT ADVISORS, LLC 19190.01%0.02%0.04%Q1 2019Q3 202319
Rodgers Brothers Inc. 19190.13%0.21%0.26%Q1 2019Q3 202319
SIGNATUREFD, LLC 19190.01%0.03%0.05%Q1 2019Q3 202319
BOSTON FINANCIAL MANGEMENT LLC 19191.06%1.67%1.95%Q1 2019Q3 202319
VILLERE ST DENIS J & CO LLC 19192.05%4.93%7.28%Q1 2019Q3 202319
SECURIAN ASSET MANAGEMENT, INC 19190.03%0.04%0.05%Q1 2019Q3 202319
DEUTSCHE BANK AG\ 19190.01%0.02%0.04%Q1 2019Q3 202319
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 19190.09%0.25%0.44%Q1 2019Q3 202319
J.P. Morgan Private Wealth Advisors LLC 19190.01%0.02%0.04%Q1 2019Q3 202319
DEARBORN PARTNERS LLC 19191.30%1.65%2.12%Q1 2019Q3 202319
COMMERCE BANK 19190.00%0.01%0.01%Q1 2019Q3 202319
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 19190.06%0.16%0.56%Q1 2019Q3 202319
BESSEMER GROUP INC 19190.36%0.43%0.52%Q1 2019Q3 202319
NEW YORK STATE COMMON RETIREMENT FUND 19190.04%0.06%0.09%Q1 2019Q3 202319
WCM INVESTMENT MANAGEMENT, LLC 19191.92%3.38%4.56%Q1 2019Q3 202319
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 19190.04%0.05%0.06%Q1 2019Q3 202319
WELCH CAPITAL PARTNERS LLC/NY 19191.24%1.56%2.39%Q1 2019Q3 202319
EQUITABLE TRUST CO 19190.21%0.34%0.46%Q1 2019Q3 202319
Ameritas Investment Partners, Inc. 19190.03%0.08%0.24%Q1 2019Q3 202319
UBS ASSET MANAGEMENT AMERICAS INC 19190.01%0.04%0.06%Q1 2019Q3 202319
CREDIT SUISSE AG/ 19190.01%0.06%0.12%Q1 2019Q3 202319
Crossmark Global Holdings, Inc. 19190.03%0.04%0.04%Q1 2019Q3 202319
SNYDER CAPITAL MANAGEMENT L P 19190.49%0.64%0.92%Q1 2019Q3 202319
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 19190.03%0.03%0.03%Q1 2019Q3 202319
Bank of New York Mellon Corp 19190.03%0.04%0.04%Q1 2019Q3 202319
First Horizon Advisors, Inc. 19190.00%0.01%0.01%Q1 2019Q3 202319
PANAGORA ASSET MANAGEMENT INC 19190.01%0.02%0.03%Q1 2019Q3 202319
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 19190.04%0.05%0.10%Q1 2019Q3 202319
Private Harbour Investment Management & Counsel, LLC 19191.17%1.38%1.55%Q1 2019Q3 202319
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 19190.01%0.03%0.04%Q1 2019Q3 202319
NBW CAPITAL LLC 19191.10%1.52%2.14%Q1 2019Q3 202319
TOWNSQUARE CAPITAL LLC 19190.10%0.18%0.27%Q1 2019Q3 202319
MAI Capital Management 1430.00%0.04%0.07%Q1 2019Q3 202319
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 19190.00%0.00%0.00%Q1 2019Q3 202319
FEDERATED HERMES, INC. 19190.15%0.19%0.23%Q1 2019Q3 202319
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 19190.04%0.04%0.05%Q1 2019Q3 202319
NICHOLAS COMPANY, INC. 19190.16%0.31%0.47%Q1 2019Q3 202319
WHITTIER TRUST CO OF NEVADA INC 19190.05%0.12%0.17%Q1 2019Q3 202319
Swiss National Bank 19190.02%0.05%0.06%Q1 2019Q3 202319
TEXAS PERMANENT SCHOOL FUND CORP 19190.03%0.05%0.13%Q1 2019Q3 202319
GUGGENHEIM CAPITAL LLC 19190.01%0.01%0.03%Q1 2019Q3 202319
RHUMBLINE ADVISERS 19190.04%0.05%0.07%Q1 2019Q3 202319
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 19190.02%0.04%0.10%Q1 2019Q3 202319
GATEWAY INVESTMENT ADVISERS LLC 19190.01%0.11%0.15%Q1 2019Q3 202319
BENJAMIN F. EDWARDS & COMPANY, INC. 19190.07%0.10%0.13%Q1 2019Q3 202319
Geneos Wealth Management Inc. 19190.00%0.00%0.00%Q1 2019Q3 202319
SPEECE THORSON CAPITAL GROUP INC 19191.06%2.10%4.06%Q1 2019Q3 202319
Zurcher Kantonalbank (Zurich Cantonalbank) 19190.01%0.02%0.04%Q1 2019Q3 202319
AXA S.A. 19190.00%0.05%0.15%Q1 2019Q3 202319
TEACHER RETIREMENT SYSTEM OF TEXAS 19190.01%0.05%0.28%Q1 2019Q3 202319
FDx Advisors, Inc. 19190.03%0.05%0.07%Q1 2019Q3 202319
Mitsubishi UFJ Asset Management Co., Ltd. 18180.03%0.13%0.42%Q2 2019Q3 202318
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 18180.02%0.02%0.03%Q2 2019Q3 202318
BNP PARIBAS FINANCIAL MARKETS 18180.00%0.02%0.10%Q2 2019Q3 202318
Hanson & Doremus Investment Management 18180.05%0.07%0.08%Q2 2019Q3 202318
Mirae Asset Global Investments Co., Ltd. 18180.00%0.01%0.01%Q2 2019Q3 202318
DIMENSIONAL FUND ADVISORS LP 18180.04%0.05%0.06%Q2 2019Q3 202318
HM PAYSON & CO 18180.00%0.00%0.01%Q2 2019Q3 202318
Wealthfront Advisers LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
Lee Financial Co 1710.00%0.04%0.20%Q1 2019Q3 202318
ClearBridge Investments 18180.00%0.01%0.03%Q2 2019Q3 202318
MACQUARIE GROUP LTD 1710.01%0.03%0.13%Q1 2019Q3 202318
Sumitomo Mitsui DS Asset Management Company, Ltd 18180.02%0.03%0.04%Q2 2019Q3 202318
NOMURA ASSET MANAGEMENT CO LTD 18180.02%0.02%0.03%Q2 2019Q3 202318
FIRST HAWAIIAN BANK 18180.01%0.07%0.12%Q2 2019Q3 202318
TD ASSET MANAGEMENT INC 18180.00%0.02%0.06%Q2 2019Q3 202318
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 18180.03%0.05%0.07%Q2 2019Q3 202318
BLAIR WILLIAM & CO/IL 18180.00%0.01%0.01%Q2 2019Q3 202318
FARMERS & MERCHANTS INVESTMENTS INC 18180.00%0.00%0.00%Q2 2019Q3 202318
APG Asset Management N.V. 18180.00%0.75%1.57%Q2 2019Q3 202318
THOROUGHBRED FINANCIAL SERVICES, LLC 1350.07%0.18%0.35%Q1 2019Q3 202318
STATE OF WISCONSIN INVESTMENT BOARD 1620.00%0.03%0.07%Q1 2019Q3 202318
Tekla Capital Management LLC 18180.07%0.26%0.84%Q1 2019Q2 202318
AE Wealth Management LLC 18180.01%0.01%0.03%Q2 2019Q3 202318
Gotham Asset Management, LLC 18180.02%0.07%0.21%Q2 2019Q3 202318
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 1350.01%0.03%0.08%Q1 2019Q3 202318
Steward Partners Investment Advisory, LLC 18180.01%0.03%0.12%Q2 2019Q3 202318
Colonial Trust Advisors 18180.20%0.65%0.80%Q2 2019Q3 202318
Wellington Shields Capital Management, LLC 18180.03%0.07%0.14%Q2 2019Q3 202318
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 18180.04%0.05%0.06%Q2 2019Q3 202318
SCHRODER INVESTMENT MANAGEMENT GROUP 18180.00%0.02%0.06%Q2 2019Q3 202318
Man Group plc 1530.00%0.04%0.10%Q1 2019Q3 202318
BANK OF MONTREAL /CAN/ 1620.01%0.03%0.06%Q1 2019Q3 202318
Lindbrook Capital, LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
AQR Capital Management 18180.01%0.04%0.12%Q2 2019Q3 202318
MACKENZIE FINANCIAL CORP 1530.07%0.12%0.20%Q1 2019Q3 202318
CAPTRUST FINANCIAL ADVISORS 1530.01%0.02%0.03%Q1 2019Q3 202318
Mitsubishi UFJ Trust & Banking Corp 18180.02%0.03%0.04%Q2 2019Q3 202318
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 18180.21%0.35%0.58%Q2 2019Q3 202318
BROWN BROTHERS HARRIMAN & CO 18180.00%0.00%0.00%Q2 2019Q3 202318
NewEdge Advisors, LLC 1260.01%0.01%0.02%Q1 2019Q3 202318
Veritable, L.P. 18180.01%0.01%0.02%Q1 2019Q2 202318
GREENLEAF TRUST 18180.00%0.00%0.01%Q2 2019Q3 202318
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 18180.02%0.06%0.34%Q2 2019Q3 202318
Zions Bancorporation, N.A. 18180.00%0.03%0.09%Q2 2019Q3 202318
Asset Management One Co., Ltd. 18180.03%0.05%0.09%Q2 2019Q3 202318
CWM, LLC 1080.00%0.00%0.00%Q1 2019Q3 202318
DE BURLO GROUP INC 1350.17%0.50%2.81%Q1 2019Q3 202318
LAZARD ASSET MANAGEMENT LLC 17170.00%0.01%0.04%Q1 2019Q1 202317
FRANKLIN RESOURCES INC 17170.00%0.04%0.11%Q3 2019Q3 202317
KBC Group NV 17170.01%0.02%0.04%Q3 2019Q3 202317
COLDSTREAM CAPITAL MANAGEMENT INC 1340.06%0.10%0.15%Q2 2019Q3 202317
SRS Capital Advisors, Inc. 1070.01%0.01%0.02%Q2 2019Q3 202317
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 17170.00%0.38%0.85%Q1 2019Q1 202317
Mn Services Vermogensbeheer B.V. 1070.08%0.10%0.11%Q2 2019Q3 202317
REGIONS FINANCIAL CORP 17170.00%0.00%0.01%Q2 2019Q2 202317
CASTLEARK MANAGEMENT LLC 1610.02%0.03%0.05%Q1 2019Q3 202317
Select Equity Group, L.P. 17170.13%1.01%1.84%Q3 2019Q3 202317
EARNEST PARTNERS LLC 17170.00%0.00%0.00%Q3 2019Q3 202317
PUBLIC SECTOR PENSION INVESTMENT BOARD 17170.01%0.02%0.03%Q3 2019Q3 202317
Vident Investment Advisory, LLC 1430.01%0.02%0.04%Q1 2019Q2 202317
Korea Investment CORP 17170.01%0.02%0.04%Q3 2019Q3 202317
GREAT WEST LIFE ASSURANCE CO /CAN/ 740.04%0.21%0.30%Q1 2019Q3 202317
DekaBank Deutsche Girozentrale 1610.01%0.02%0.04%Q2 2019Q3 202317
AVIVA PLC 17170.02%0.06%0.13%Q3 2019Q3 202317
Andra AP-fonden 1160.02%0.12%0.33%Q2 2019Q3 202317
MARSHALL WACE, LLP 1340.00%0.15%0.51%Q2 2019Q3 202317
Robeco Institutional Asset Management B.V. 1520.00%0.14%0.31%Q1 2019Q3 202317
State of New Jersey Common Pension Fund D 17170.04%0.04%0.05%Q3 2019Q3 202317
Advisors Asset Management, Inc. 1520.01%0.06%0.09%Q1 2019Q3 202317
Bartlett & Co. LLC 730.00%0.00%0.01%Q1 2019Q4 202317
Wellington Shields & Co., LLC 1610.06%0.10%0.14%Q2 2019Q3 202317
PARK AVENUE SECURITIES LLC 1610.01%0.03%0.08%Q1 2019Q3 202317
BOKF, NA 980.00%0.01%0.03%Q2 2019Q3 202317
SG Americas Securities, LLC 1120.00%0.01%0.02%Q1 2019Q3 202317
Vestcor Inc 16160.01%0.02%0.02%Q4 2019Q3 202316
ASSETMARK, INC 1420.00%0.00%0.01%Q3 2019Q3 202316
BANK OF NOVA SCOTIA 16160.00%0.01%0.03%Q4 2019Q3 202316
GREENWOOD CAPITAL ASSOCIATES LLC 1510.00%0.16%0.27%Q1 2019Q3 202316
HSBC HOLDINGS PLC 1240.00%0.00%0.01%Q1 2019Q3 202316
Westside Investment Management, Inc. 1510.00%0.04%0.22%Q2 2019Q3 202316
TRUIST FINANCIAL CORP 16160.00%0.02%0.03%Q4 2019Q3 202316
DELTA ASSET MANAGEMENT LLC/TN 1240.00%0.01%0.01%Q1 2019Q3 202316
Symmetry Partners, LLC 1010.01%0.03%0.05%Q1 2019Q3 202316
Southeast Asset Advisors Inc. 16160.31%0.40%0.54%Q4 2019Q3 202316
Mission Creek Capital Partners, Inc. 16160.25%0.50%0.68%Q4 2019Q3 202316
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 16160.01%0.02%0.04%Q1 2019Q4 202216
Kentucky Retirement Systems Insurance Trust Fund 16160.05%0.06%0.06%Q4 2019Q3 202316
FIRST TRUST ADVISORS LP 16160.00%0.02%0.05%Q1 2019Q4 202216
SECURITY ASSET MANAGEMENT 16160.69%0.98%1.34%Q1 2019Q4 202216
Squarepoint Ops LLC 820.00%0.04%0.12%Q1 2019Q3 202316
ADAGE CAPITAL PARTNERS GP, L.L.C. 16160.01%0.05%0.11%Q4 2019Q3 202316
Waratah Capital Advisors Ltd. 1420.04%0.22%0.44%Q2 2019Q3 202316
COMERICA BANK 16160.02%0.05%0.08%Q1 2019Q4 202216
TCI Wealth Advisors, Inc. 1510.00%0.00%0.00%Q1 2019Q1 202316
BALDWIN BROTHERS LLC/MA 16160.00%0.00%0.00%Q1 2020Q4 202316
Illinois Municipal Retirement Fund 16160.02%0.12%0.43%Q4 2019Q3 202316
Pendal Group Ltd 16160.00%0.01%0.05%Q1 2019Q4 202216
Ensign Peak Advisors, Inc 16160.01%0.02%0.04%Q4 2019Q3 202316
Ancora Advisors LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
Echo Street Capital Management LLC 16160.31%0.74%1.18%Q1 2019Q4 202216
Clearstead Advisors, LLC 16160.15%0.41%0.78%Q4 2019Q3 202316
HighMark Wealth Management LLC 16160.02%0.02%0.02%Q4 2019Q3 202316
Cambridge Investment Research Advisors, Inc. 1060.00%0.01%0.01%Q3 2019Q3 202316
PAX Financial Group, LLC 16160.15%0.17%0.20%Q4 2019Q3 202316
COMERICA SECURITIES,INC. 16160.01%0.04%0.07%Q1 2019Q4 202216
Kentucky Retirement Systems 16160.05%0.06%0.06%Q4 2019Q3 202316
Assenagon Asset Management S.A. 1240.00%0.04%0.16%Q3 2019Q3 202316
Banque Cantonale Vaudoise 16160.01%0.03%0.04%Q4 2019Q3 202316
ALTA CAPITAL MANAGEMENT LLC/ 1510.01%1.97%3.18%Q2 2019Q3 202316
Sugarloaf Wealth Management, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
Williams Jones Wealth Management, LLC. 16160.01%1.69%2.16%Q4 2019Q3 202316
Norinchukin Bank, The 16160.02%0.29%0.52%Q4 2019Q3 202316
CIBC Asset Management Inc 16160.00%0.01%0.01%Q4 2019Q3 202316
Altshuler Shaham Ltd 15150.00%0.03%0.07%Q2 2019Q4 202216
NORGES BANK 16160.03%0.04%0.05%Q1 2019Q4 202216
SENTRY INVESTMENT MANAGEMENT LLC 16160.03%0.05%0.06%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
Chevy Chase Trust Holdings, LLC 16160.04%0.04%0.05%Q4 2019Q3 202316
ATLANTA CAPITAL MANAGEMENT CO L L C 15150.25%0.32%0.36%Q1 2019Q3 202215
American Portfolios Advisors 15150.01%0.02%0.03%Q1 2019Q3 202215
Beaumont Financial Partners, LLC 15150.02%0.03%0.04%Q1 2019Q3 202215
FENIMORE ASSET MANAGEMENT INC 15150.48%0.84%1.10%Q1 2020Q3 202315
Arizona State Retirement System 15150.04%0.05%0.12%Q1 2020Q3 202315
Sutton Wealth Advisors Inc. 15150.00%0.00%0.00%Q1 2020Q3 202315
Compagnie Lombard Odier SCmA 15150.00%0.00%0.01%Q1 2020Q3 202315
Hummer Financial Advisory Services Inc 15150.33%0.48%0.58%Q1 2020Q3 202315
BerganKDV Wealth Management, LLC 15150.00%0.00%0.00%Q4 2019Q2 202315
MEEDER ASSET MANAGEMENT INC 15150.01%0.06%0.14%Q1 2019Q3 202215
GUARDIAN CAPITAL LP 15150.01%0.03%0.06%Q1 2020Q3 202315
PARK NATIONAL CORP /OH/ 910.01%0.01%0.01%Q2 2019Q4 202315
STONE RUN CAPITAL, LLC 15152.48%2.85%3.34%Q1 2020Q3 202315
DF DENT & CO INC 15150.00%0.01%0.02%Q1 2019Q3 202215
GENEVA CAPITAL MANAGEMENT LLC 15150.53%0.63%0.88%Q1 2020Q3 202315
FIL Ltd 820.00%0.11%0.21%Q1 2019Q3 202315
COLONY GROUP LLC 15150.01%0.01%0.02%Q1 2020Q3 202315
Foundry Partners, LLC 15150.01%0.01%0.02%Q1 2019Q3 202215
GREAT LAKES ADVISORS, LLC 1210.00%0.20%0.57%Q1 2019Q3 202315
Rafferty Asset Management, LLC 1410.00%0.01%0.01%Q4 2019Q3 202315
LaFleur & Godfrey LLC 15151.74%2.03%2.42%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.02%0.02%0.02%Q1 2020Q3 202315
Princeton Global Asset Management LLC 15150.77%0.87%0.98%Q1 2020Q3 202315
COURIER CAPITAL LLC 15150.02%0.03%0.05%Q1 2020Q3 202315
FORSTA AP-FONDEN 15150.05%0.06%0.10%Q1 2020Q3 202315
WASHINGTON CAPITAL MANAGEMENT, INC 15150.43%0.54%0.66%Q1 2019Q3 202215
OAK RIDGE INVESTMENTS LLC 15150.08%0.38%0.73%Q1 2020Q3 202315
MARIETTA INVESTMENT PARTNERS LLC 15150.14%0.49%1.32%Q1 2019Q3 202215
CI INVESTMENTS INC. 1410.00%0.00%0.00%Q3 2019Q3 202315
Cubist Systematic Strategies, LLC 960.00%0.09%0.34%Q1 2019Q4 202215
Financial Management Professionals, Inc. 14140.00%0.00%0.00%Q2 2020Q3 202314
McCollum Christoferson Group LLC 14141.57%1.90%2.32%Q2 2020Q3 202314
XPONANCE, INC. 14140.02%0.05%0.11%Q2 2020Q3 202314
WINSLOW ASSET MANAGEMENT INC 14141.31%1.46%1.67%Q2 2020Q3 202314
Legato Capital Management LLC 14140.95%1.80%2.98%Q2 2019Q3 202214
STEPHENS INC /AR/ 14140.01%0.02%0.04%Q2 2020Q3 202314
OSSIAM 14140.00%0.02%0.03%Q2 2020Q3 202314
Creative Planning 14140.00%0.00%0.00%Q2 2020Q3 202314
Dai-ichi Life Insurance Company, Ltd 14140.03%0.04%0.05%Q2 2020Q3 202314
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 14140.01%0.01%0.02%Q1 2019Q2 202214
MERCER GLOBAL ADVISORS INC /ADV 14140.00%0.01%0.02%Q2 2020Q3 202314
Snowden Capital Advisors LLC 830.00%0.04%0.07%Q2 2019Q3 202314
USS Investment Management Ltd 14140.01%0.03%0.06%Q2 2020Q3 202314
Sustainable Growth Advisers, LP 14140.04%0.44%1.36%Q2 2020Q3 202314
Global Retirement Partners, LLC 770.00%0.01%0.01%Q1 2020Q3 202314
GM Advisory Group, LLC 14140.03%0.04%0.06%Q2 2020Q3 202314
Foster Victor Wealth Advisors, LLC 14140.10%0.70%1.07%Q2 2020Q3 202314
NORDEA INVESTMENT MANAGEMENT AB 14140.00%0.00%0.01%Q2 2020Q3 202314
Janney Montgomery Scott LLC 14140.00%0.02%0.02%Q2 2020Q3 202314
WESTPAC BANKING CORP 860.01%0.03%0.11%Q3 2019Q1 202314
Eventide Asset Management 14140.06%0.32%0.51%Q2 2020Q3 202314
Achmea Investment Management B.V. 770.04%0.09%0.24%Q1 2020Q3 202314
AMERICAN CENTURY COMPANIES INC 1310.00%0.07%0.19%Q2 2019Q3 202314
Ellevest, Inc. 14140.00%0.01%0.02%Q4 2019Q1 202314
Private Capital Group, LLC 14140.01%0.01%0.02%Q1 2019Q2 202214
Argent Trust Co 810.01%0.02%0.02%Q2 2019Q3 202313
Bedel Financial Consulting, Inc. 13130.00%0.00%0.00%Q1 2019Q1 202213
LONDON CO OF VIRGINIA 13130.85%0.96%1.13%Q3 2020Q3 202313
People's United Financial, Inc. 13130.04%0.05%0.05%Q1 2019Q1 202213
Crewe Advisors LLC 13130.00%0.01%0.04%Q2 2020Q2 202313
Kestra Advisory Services, LLC 13130.00%0.01%0.01%Q3 2020Q3 202313
Holloway Wealth Management, LLC 13130.01%0.01%0.01%Q1 2019Q1 202213
METROPOLITAN LIFE INSURANCE CO/NY 410.03%0.05%0.06%Q1 2019Q3 202313
EATON VANCE MANAGEMENT 1030.00%0.00%0.01%Q2 2019Q3 202213
FORTE CAPITAL LLC /ADV 940.03%0.04%0.05%Q2 2020Q3 202313
THOMAS WHITE INTERNATIONAL LTD 13130.02%0.03%0.04%Q2 2020Q2 202313
Keeley-Teton Advisors, LLC 13130.03%0.28%0.51%Q1 2019Q1 202213
DAVIS R M INC 13130.12%0.30%0.40%Q3 2020Q3 202313
Renaissance Technologies 760.00%0.01%0.04%Q3 2019Q4 202213
PARAMETRIC PORTFOLIO ASSOCIATES LLC 13130.02%0.02%0.04%Q1 2019Q1 202213
AMALGAMATED BANK 760.04%0.05%0.07%Q1 2019Q3 202313
Azimuth Capital Management LLC 13130.02%0.02%0.03%Q1 2019Q1 202213
Newbridge Financial Services Group, Inc. 13130.00%0.01%0.01%Q3 2020Q3 202313
Fieldpoint Private Securities, LLC 13130.08%0.14%0.29%Q2 2019Q2 202213
Addenda Capital Inc. 13130.06%0.10%0.14%Q1 2019Q1 202213
GENERATION INVESTMENT MANAGEMENT LLP 13130.38%1.63%2.70%Q3 2020Q3 202313
LOS ANGELES CAPITAL MANAGEMENT LLC 1120.00%0.09%0.25%Q1 2019Q3 202313
Employees Retirement System of Texas 760.05%0.06%0.07%Q1 2019Q2 202213
AlphaCrest Capital Management LLC 760.03%0.07%0.28%Q2 2019Q3 202213
CANADA PENSION PLAN INVESTMENT BOARD 910.00%0.02%0.04%Q1 2019Q3 202313
Sequoia Financial Advisors, LLC 620.01%0.10%0.36%Q1 2020Q3 202313
YHB Investment Advisors, Inc. 13130.02%0.03%0.03%Q3 2020Q3 202313
PERSONAL CFO SOLUTIONS, LLC 1120.16%0.20%0.27%Q3 2019Q3 202313
Bridgewater Associates 13130.04%0.13%0.17%Q3 2020Q3 202313
Pacer Advisors, Inc. 12120.00%0.01%0.05%Q4 2020Q3 202312
Cinctive Capital Management LP 510.04%0.28%0.49%Q1 2020Q3 202312
Mariner, LLC 520.01%0.03%0.07%Q1 2019Q3 202312
Opal Wealth Advisors, LLC 12120.12%0.19%0.30%Q4 2020Q3 202312
PRIO WEALTH LIMITED PARTNERSHIP 1110.01%0.01%0.01%Q4 2019Q4 202212
Brinker Capital Investments, LLC 1020.01%0.14%0.22%Q1 2019Q4 202212
WELCH & FORBES LLC 12120.01%0.01%0.02%Q4 2020Q3 202312
RENAISSANCE GROUP LLC 12120.42%0.52%0.74%Q1 2019Q4 202112
EMERALD ADVISERS, LLC 1110.01%0.02%0.03%Q3 2020Q3 202312
OneAscent Financial Services LLC 930.10%0.31%0.99%Q3 2020Q3 202312
ACADIAN ASSET MANAGEMENT LLC 12120.02%0.12%0.23%Q1 2019Q4 202112
Tidal Investments LLC 12120.01%0.02%0.03%Q4 2020Q3 202312
Hilltop Holdings Inc. 12120.03%0.04%0.06%Q4 2020Q3 202312
Marquette Asset Management, LLC 12120.03%0.03%0.04%Q2 2019Q1 202212
Financial Gravity Asset Management, Inc. 930.00%0.03%0.10%Q1 2019Q3 202312
Cetera Investment Advisers 12120.01%0.01%0.01%Q4 2020Q3 202312
BAKER TILLY WEALTH MANAGEMENT, LLC 12120.05%0.06%0.08%Q4 2020Q3 202312
CITIZENS FINANCIAL GROUP INC/RI 750.00%0.01%0.02%Q2 2019Q1 202312
Cresset Asset Management, LLC 810.00%0.00%0.01%Q2 2019Q3 202312
Curi Wealth Management, LLC 12120.03%0.10%0.30%Q4 2020Q3 202312
BALYASNY ASSET MANAGEMENT L.P. 410.00%0.07%0.37%Q1 2019Q2 202312
FIRST QUADRANT LLC/CA 12120.19%0.29%0.38%Q1 2019Q4 202112
MASSMUTUAL TRUST CO FSB/ADV 1020.00%0.00%0.00%Q2 2020Q4 202312
Verition Fund Management LLC 410.00%0.01%0.03%Q1 2019Q3 202312
FRONTIER CAPITAL MANAGEMENT CO LLC 1020.42%0.65%0.96%Q1 2019Q3 202312
Strategic Wealth Partners, Ltd. 12120.23%0.35%0.51%Q2 2020Q1 202312
PATHSTONE FAMILY OFFICE, LLC 1010.00%0.02%0.03%Q1 2019Q3 202312
KAVAR CAPITAL PARTNERS GROUP, LLC 12121.08%1.22%1.35%Q4 2020Q3 202312
Annapolis Financial Services, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
TWO SIGMA ADVISERS, LP 660.00%0.03%0.10%Q2 2019Q3 202212
BROWN ADVISORY INC 1110.00%0.00%0.00%Q1 2019Q3 202312
MONTAG A & ASSOCIATES INC 12120.01%0.01%0.02%Q4 2020Q3 202312
Advisor OS, LLC 840.05%0.10%0.19%Q3 2020Q3 202312
WD RUTHERFORD LLC 12120.37%0.43%0.53%Q4 2020Q3 202312
TWIN CAPITAL MANAGEMENT INC 12120.12%0.36%0.51%Q1 2019Q4 202112
Legacy Wealth Asset Management, LLC 12120.19%0.38%0.54%Q4 2020Q3 202312
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 12120.04%0.05%0.05%Q4 2020Q3 202312
EVOKE WEALTH, LLC 1010.00%0.07%0.78%Q3 2019Q3 202211
Seascape Capital Management 11110.29%0.38%0.47%Q1 2021Q3 202311
Diversified Trust Co 11110.04%0.04%0.06%Q2 2021Q4 202311
Simplicity Solutions, LLC 830.01%0.01%0.01%Q1 2019Q3 202311
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 11110.00%0.00%0.00%Q1 2019Q3 202111
Freedom Investment Management, Inc. 11110.04%0.05%0.08%Q1 2021Q3 202311
D. E. Shaw & Co., Inc. 910.00%0.01%0.03%Q1 2019Q3 202111
Spire Wealth Management 11110.00%0.02%0.23%Q1 2021Q3 202311
World Asset Management Inc 11110.03%0.04%0.04%Q1 2019Q3 202111
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 11110.01%0.14%0.19%Q1 2020Q3 202211
FIRETHORN WEALTH PARTNERS, LLC 830.19%0.21%0.26%Q4 2020Q3 202311
Conestoga Capital Advisors, LLC 11110.00%0.01%0.01%Q1 2021Q3 202311
SALEM INVESTMENT COUNSELORS INC 11110.00%0.00%0.00%Q4 2019Q2 202211
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 410.00%0.01%0.05%Q1 2020Q3 202311
Clear Harbor Asset Management, LLC 11110.01%0.03%0.04%Q1 2021Q3 202311
Krane Funds Advisors LLC 520.00%0.02%0.04%Q2 2019Q2 202211
Berman Capital Advisors, LLC 11110.00%0.00%0.00%Q1 2019Q3 202111
Ethic Inc. 610.02%0.05%0.14%Q2 2020Q3 202311
FORT, L.P. 11110.11%0.39%0.59%Q1 2019Q3 202111
Clearview Wealth Advisors LLC 11110.01%0.02%0.02%Q4 2020Q2 202311
MARTINGALE ASSET MANAGEMENT L P 11110.01%0.06%0.08%Q1 2019Q3 202111
FIRST MERCANTILE TRUST CO 11110.06%0.11%0.18%Q1 2019Q3 202111
Cerity Partners LLC 1010.00%0.15%0.31%Q1 2019Q3 202311
CenterStar Asset Management, LLC 410.00%0.05%0.24%Q2 2020Q3 202111
SkyView Investment Advisors, LLC 11110.00%0.09%0.24%Q1 2021Q3 202311
Fi3 FINANCIAL ADVISORS, LLC 11110.69%0.96%1.26%Q1 2021Q3 202311
NEXT Financial Group, Inc 650.02%0.04%0.16%Q1 2019Q4 202111
South Dakota Investment Council 11110.00%0.01%0.03%Q1 2019Q3 202111
First Trust Direct Indexing L.P. 1010.01%0.05%0.07%Q4 2020Q3 202311
CX Institutional 1010.00%0.00%0.01%Q2 2019Q2 202211
SIGNET FINANCIAL MANAGEMENT, LLC 11110.43%0.51%0.85%Q3 2019Q1 202211
Channing Capital Management, LLC 650.30%0.40%0.49%Q1 2019Q3 202311
LIBERTY WEALTH MANAGEMENT LLC 11110.00%0.00%0.01%Q1 2019Q3 202111
TBH Global Asset Management, LLC 11110.08%0.12%0.17%Q2 2020Q4 202211
State of Wyoming 11110.01%0.01%0.03%Q1 2021Q3 202311
Wambolt & Associates, LLC 11110.16%0.22%0.29%Q1 2020Q3 202211
KB FINANCIAL PARTNERS, LLC 11110.09%0.11%0.15%Q1 2021Q3 202311
Advisory Services Network, LLC 510.00%0.01%0.01%Q1 2019Q1 202311
Solstein Capital, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
Laird Norton Wetherby Wealth Management, LLC 1010.02%0.03%0.04%Q4 2020Q3 202311
Meiji Yasuda Asset Management Co Ltd. 520.01%0.04%0.07%Q1 2020Q3 202311
MCDONALD PARTNERS LLC 740.06%0.07%0.09%Q4 2020Q3 202311
ALLSTATE CORP 11110.01%0.02%0.09%Q2 2020Q4 202211
OPSEU Pension Plan Trust Fund 11110.19%0.39%0.55%Q1 2020Q3 202211
BESSEMER SECURITIES LLC 11110.54%0.74%1.19%Q1 2021Q3 202311
abrdn plc 10100.01%0.05%0.11%Q2 2021Q3 202310
JOHNSON INVESTMENT COUNSEL INC 10100.00%0.00%0.01%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.01%Q1 2021Q3 202310
Champlain Investment Partners, LLC 10101.18%1.46%1.72%Q2 2021Q3 202310
Freedom Day Solutions, LLC 10100.88%0.92%0.95%Q1 2020Q2 202210
Avior Wealth Management, LLC 910.00%0.06%0.09%Q1 2019Q3 202310
Values First Advisors, Inc. 10100.15%0.25%0.33%Q2 2021Q3 202310
D.A. DAVIDSON & CO. 10100.00%0.00%0.01%Q2 2021Q3 202310
Van Cleef Asset Management,Inc 10100.07%0.08%0.08%Q2 2019Q3 202110
Vanguard Personalized Indexing Management, LLC 10100.02%0.03%0.04%Q2 2021Q3 202310
SHAKESPEARE WEALTH MANAGEMENT, INC. 10100.11%0.13%0.14%Q2 2021Q3 202310
TUDOR INVESTMENT CORP ET AL 510.01%0.12%0.35%Q1 2019Q1 202310
Handelsbanken Fonder AB 820.01%0.02%0.03%Q2 2020Q3 202310
FineMark National Bank & Trust 10100.01%0.01%0.02%Q2 2021Q3 202310
Evolution Wealth Advisors, LLC 10100.00%0.01%0.01%Q2 2019Q3 202110
Suncoast Equity Management 10100.03%0.07%0.09%Q2 2021Q3 202310
CHARTWELL INVESTMENT PARTNERS, LLC 10100.01%0.01%0.02%Q1 2020Q2 202210
AMP Capital Investors Ltd 10100.01%0.02%0.04%Q2 2019Q3 202110
FULTON BANK, N.A. 610.01%0.02%0.03%Q1 2019Q4 202310
Bollard Group LLC 820.00%0.00%0.01%Q2 2020Q3 202310
DUPONT CAPITAL MANAGEMENT CORP 10100.02%0.10%0.19%Q1 2019Q2 202110
MetLife Investment Management, LLC 310.04%0.04%0.05%Q4 2019Q3 202310
Private Advisor Group, LLC 510.00%0.01%0.01%Q1 2020Q2 202310
Glenview Trust Co 10100.01%0.01%0.02%Q2 2021Q3 202310
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 10100.38%0.75%1.09%Q3 2020Q4 202210
EXCHANGE TRADED CONCEPTS, LLC 610.00%0.00%0.01%Q4 2019Q3 202310
YorkBridge Wealth Partners, LLC 820.07%0.09%0.10%Q1 2019Q4 202210
Redpoint Investment Management Pty Ltd 510.01%0.02%0.04%Q3 2019Q3 202210
OneAscent Wealth Management LLC 710.15%0.26%0.57%Q4 2020Q3 202310
MOODY ALDRICH PARTNERS LLC 610.03%0.07%0.09%Q2 2019Q3 202310
ADVISOR PARTNERS LLC 10100.03%0.04%0.08%Q1 2020Q2 202210
Stokes Capital Advisors, LLC 10100.17%0.33%0.64%Q3 2020Q4 202210
Amundi 10100.04%0.05%0.07%Q2 2021Q3 202310
MV CAPITAL MANAGEMENT, INC. 10100.00%0.00%0.00%Q2 2021Q3 202310
Quantinno Capital Management LP 420.07%0.20%0.37%Q2 2020Q3 202310
Vontobel Holding Ltd. 10100.00%0.00%0.01%Q2 2021Q3 202310
CANANDAIGUA NATIONAL CORP 910.04%0.04%0.05%Q2 2020Q4 202210
ROYAL LONDON ASSET MANAGEMENT LTD 730.02%0.22%0.46%Q1 2021Q3 202310
CULLEN/FROST BANKERS, INC. 640.00%0.00%0.01%Q1 2019Q4 202110
NFJ INVESTMENT GROUP, LLC 10100.02%0.32%0.56%Q1 2021Q2 202310
Teton Advisors, Inc. 10100.05%0.08%0.12%Q2 2021Q3 202310
AUA CAPITAL MANAGEMENT, LLC 10100.00%0.00%0.00%Q3 2020Q4 202210
PGGM Investments 10100.04%0.14%0.18%Q4 2019Q1 202210
ING GROEP NV 640.00%0.02%0.04%Q4 2020Q3 202310
DIKER MANAGEMENT LLC 101029.93%50.32%71.48%Q2 2021Q3 202310
Capital Advisors, Ltd. LLC 710.00%0.00%0.00%Q2 2020Q1 202310
Lumature Wealth Partners, LLC 10100.04%0.12%0.28%Q1 2021Q2 202310
CENTAURUS FINANCIAL, INC. 10100.01%0.01%0.02%Q3 2020Q4 202210
QS Investors, LLC 10100.00%0.01%0.01%Q1 2019Q2 202110
JENNISON ASSOCIATES LLC 810.00%0.02%0.03%Q1 2020Q3 20239
SIMON QUICK ADVISORS, LLC 630.01%0.02%0.03%Q4 2020Q3 20239
Riverwater Partners LLC 990.48%0.76%1.30%Q4 2021Q4 20239
Vigilant Capital Management, LLC 810.00%0.00%0.00%Q1 2020Q2 20239
ZEKE CAPITAL ADVISORS, LLC 510.02%0.05%0.08%Q1 2019Q4 20229
Newfound Research LLC 990.07%0.19%0.33%Q3 2020Q3 20229
WESTFIELD CAPITAL MANAGEMENT CO LP 990.70%0.79%0.91%Q1 2019Q1 20219
Jackson Creek Investment Advisors LLC 990.16%0.18%0.20%Q3 2020Q3 20229
Eagle Bay Advisors LLC 630.00%0.01%0.02%Q2 2021Q3 20239
Engineers Gate Manager LP 510.01%0.06%0.12%Q2 2019Q3 20229
Jackson Wealth Management, LLC 990.22%0.38%0.52%Q2 2020Q2 20229
F3Logic, LLC 810.03%0.60%5.10%Q3 2020Q4 20229
JFS WEALTH ADVISORS, LLC 810.00%0.00%0.00%Q1 2019Q3 20239
Parallax Volatility Advisers, L.P. 210.00%0.01%0.02%Q1 2019Q4 20229
LS Investment Advisors, LLC 990.03%0.06%0.08%Q1 2019Q1 20219
Plante Moran Financial Advisors, LLC 630.00%0.02%0.06%Q3 2019Q4 20229
Maryland State Retirement & Pension System 410.03%0.04%0.05%Q4 2020Q3 20239
AMUNDI ASSET MANAGEMENT US, INC. 990.01%0.04%0.05%Q1 2019Q1 20219
PEAPACK GLADSTONE FINANCIAL CORP 990.16%0.18%0.21%Q3 2021Q3 20239
CVA Family Office, LLC 720.00%0.00%0.01%Q1 2021Q2 20239
ExodusPoint Capital Management, LP 210.01%0.10%0.40%Q1 2019Q3 20239
WestEnd Advisors, LLC 810.00%0.00%0.00%Q2 2021Q3 20239
IBM Retirement Fund 990.04%0.04%0.05%Q1 2020Q1 20229
Fiera Capital Corp 810.00%0.08%0.20%Q1 2019Q3 20239
Pegasus Partners Ltd. 990.04%0.19%0.41%Q2 2020Q2 20229
Jacobsen Capital Management 990.74%0.88%0.98%Q3 2020Q3 20229
Point72 Asset Management, L.P. 310.00%0.06%0.20%Q2 2019Q3 20239
Strong Tower Advisory Services 990.54%0.61%0.65%Q3 2021Q3 20239
Paloma Partners Management Co 710.01%0.08%0.36%Q1 2019Q3 20219
CANANDAIGUA NATIONAL BANK & TRUST CO 540.04%0.05%0.07%Q1 2019Q4 20239
Stanley-Laman Group, Ltd. 990.23%0.45%0.63%Q3 2021Q3 20239
TOKIO MARINE ASSET MANAGEMENT CO LTD 990.02%0.03%0.04%Q3 2021Q3 20239
Advisors Capital Management, LLC 990.18%0.32%0.39%Q3 2021Q3 20239
Bancreek Capital Management, LP 883.35%4.08%5.30%Q4 2021Q3 20238
Kavar Capital Partners, LLC 711.10%1.36%1.56%Q1 2015Q3 20208
KABOUTER MANAGEMENT, LLC 884.08%8.96%13.94%Q4 2021Q3 20238
Richard Bernstein Advisors LLC 440.06%0.06%0.07%Q1 2019Q1 20218
LONGFELLOW INVESTMENT MANAGEMENT CO LLC 880.00%0.00%0.00%Q4 2020Q3 20228
Aperio Group, LLC 880.02%0.02%0.03%Q1 2019Q4 20208
Archer Investment Corp 880.00%0.00%0.00%Q4 2021Q3 20238
UMB Bank, n.a. 880.00%0.00%0.01%Q4 2021Q3 20238
TRUST CO OF VERMONT 440.00%0.00%0.00%Q1 2019Q1 20238
Metis Global Partners, LLC 880.04%0.05%0.07%Q4 2021Q3 20238
Summit Global Investments 880.04%0.08%0.11%Q1 2020Q4 20218
SAGE PRIVATE WEALTH GROUP, LLC 880.13%0.17%0.25%Q4 2020Q3 20228
Sowell Financial Services LLC 710.02%0.03%0.04%Q3 2019Q1 20238
MASON STREET ADVISORS, LLC 880.04%0.07%0.14%Q1 2019Q4 20208
Knights of Columbus Asset Advisors LLC 620.10%0.65%0.92%Q2 2020Q3 20238
Railway Pension Investments Ltd 440.01%0.03%0.04%Q3 2019Q2 20228
Key FInancial Inc 880.03%0.04%0.06%Q4 2021Q3 20238
PineBridge Investments, L.P. 880.00%0.02%0.04%Q1 2019Q4 20208
Dynamic Technology Lab Private Ltd 410.02%0.07%0.11%Q3 2019Q1 20238
GDS Wealth Management 880.20%0.95%1.26%Q4 2021Q3 20238
CAMBIAR INVESTORS LLC 880.18%0.27%0.37%Q1 2020Q4 20218
Meiji Yasuda Life Insurance Co 410.00%0.03%0.10%Q1 2020Q2 20228
Bell Investment Advisors, Inc 620.00%0.00%0.01%Q3 2021Q3 20238
Lenox Wealth Advisors, LLC 880.00%0.00%0.01%Q2 2020Q1 20228
NATIONAL BANK OF CANADA /FI/ 880.00%0.01%0.02%Q4 2021Q3 20238
Executive Wealth Management, LLC 620.01%0.09%0.19%Q1 2019Q3 20238
FourThought Financial, LLC 880.00%0.00%0.01%Q4 2020Q3 20228
Winslow, Evans & Crocker, Inc. 880.01%0.02%0.12%Q1 2019Q4 20208
Center for Financial Planning, Inc. 620.00%0.03%0.04%Q4 2019Q3 20238
Shearwater Capital LLC 880.30%0.34%0.37%Q4 2021Q3 20238
Checchi Capital Advisers, LLC 880.02%0.03%0.03%Q4 2021Q3 20238
Gulf International Bank (UK) Ltd 880.05%0.07%0.11%Q4 2021Q3 20238
SIMPLEX TRADING, LLC 210.00%0.00%0.00%Q1 2019Q3 20238
KENFARB & CO. 881.36%1.61%1.86%Q4 2021Q3 20238
Quent Capital, LLC 880.00%0.01%0.02%Q4 2021Q3 20238
TWO SIGMA INVESTMENTS, LP 410.00%0.06%0.14%Q1 2019Q3 20228
WELLINGTON MANAGEMENT GROUP LLP 710.00%0.07%0.14%Q1 2019Q2 20238
LOGAN CAPITAL MANAGEMENT INC 880.00%0.00%0.01%Q4 2021Q3 20238
Sierra Capital LLC 880.00%0.00%0.00%Q1 2021Q4 20228
EverSource Wealth Advisors, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
PICTET ASSET MANAGEMENT SA 880.23%0.39%0.48%Q3 2021Q2 20238
NOMURA HOLDINGS INC 710.00%0.01%0.05%Q1 2019Q1 20228
Wahed Invest LLC 880.11%0.12%0.14%Q4 2021Q3 20238
BREWIN DOLPHIN LTD 880.00%0.00%0.00%Q1 2019Q4 20208
ENTERPRISE FINANCIAL SERVICES CORP 710.00%0.00%0.03%Q1 2019Q3 20218
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Sands Capital Management 880.16%0.26%0.30%Q4 2021Q3 20238
VOLORIDGE INVESTMENT MANAGEMENT, LLC 310.01%0.05%0.13%Q3 2019Q4 20228
Desjardins Global Asset Management Inc. 880.00%0.05%0.08%Q4 2021Q3 20238
BBVA USA Bancshares, Inc. 620.02%0.02%0.02%Q1 2019Q1 20218
Congress Wealth Management LLC / DE / 880.30%0.32%0.36%Q4 2021Q3 20238
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 880.00%0.00%0.01%Q2 2019Q1 20218
YOUSIF CAPITAL MANAGEMENT, LLC 880.04%0.04%0.04%Q4 2021Q3 20238
Covestor Ltd 880.00%0.02%0.04%Q4 2021Q3 20238
JONES FINANCIAL COMPANIES LLLP 510.00%0.00%0.00%Q4 2020Q3 20238
STRATEGY ASSET MANAGERS LLC 620.09%0.12%0.17%Q1 2020Q4 20228
Allred Capital Management, LLC 610.01%0.13%0.23%Q4 2019Q3 20238
CREATIVE FINANCIAL DESIGNS INC /ADV 610.00%0.01%0.01%Q3 2019Q3 20217
DAVENPORT & Co LLC 430.00%0.00%0.00%Q3 2021Q3 20237
Qtron Investments LLC 430.11%0.21%0.35%Q2 2019Q2 20217
SHINE INVESTMENT ADVISORY SERVICES INC 770.06%0.07%0.07%Q1 2019Q3 20207
HFR Wealth Management, LLC 772.17%2.39%2.61%Q1 2022Q3 20237
Qube Research & Technologies Ltd 210.00%0.07%0.12%Q2 2019Q3 20237
Versor Investments LP 410.01%0.04%0.06%Q1 2019Q3 20227
Sumitomo Mitsui Trust Holdings, Inc. 770.04%0.05%0.06%Q1 2022Q3 20237
ETRADE Capital Management LLC 770.01%0.03%0.03%Q1 2019Q3 20207
CREDIT AGRICOLE S A 510.00%0.07%0.22%Q1 2019Q3 20237
Integrated Advisors Network LLC 770.04%0.06%0.07%Q3 2020Q1 20227
Dana Investment Advisors, Inc. 410.02%0.47%0.62%Q1 2020Q3 20237
EAGLE ASSET MANAGEMENT INC 510.00%0.05%0.27%Q3 2019Q2 20227
ROPES WEALTH ADVISORS LLC 770.01%0.01%0.02%Q2 2019Q4 20207
American Trust 770.02%0.03%0.04%Q1 2022Q3 20237
CAMBRIDGE TRUST CO 770.00%0.00%0.00%Q1 2022Q3 20237
Kohmann Bosshard Financial Services, LLC 770.07%0.08%0.10%Q1 2022Q3 20237
Strengthening Families & Communities, LLC 520.38%0.78%1.00%Q4 2021Q3 20237
Point72 Hong Kong Ltd 310.01%0.06%0.21%Q1 2019Q3 20227
Horizon Investments, LLC 410.01%0.09%0.54%Q2 2020Q3 20237
SIGMA INVESTMENT COUNSELORS INC 520.02%0.02%0.02%Q2 2021Q3 20237
Valeo Financial Advisors, LLC 770.00%0.00%0.00%Q1 2019Q3 20207
B. Riley Wealth Advisors, Inc. 510.01%0.01%0.01%Q4 2020Q3 20237
Ninety One UK Ltd 770.08%0.14%0.17%Q1 2021Q3 20227
Cutler Group LLC / CA 550.00%0.00%0.02%Q4 2019Q4 20207
Trust Asset Management LLC 430.02%0.03%0.03%Q4 2021Q3 20237
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 770.00%0.00%0.00%Q1 2022Q3 20237
SANDLER CAPITAL MANAGEMENT 610.45%1.52%2.66%Q1 2020Q2 20227
PICTET ASSET MANAGEMENT LTD 770.23%0.27%0.30%Q4 2019Q2 20217
Marshall Wace North America L.P. 430.01%0.39%0.91%Q2 2019Q3 20217
GHP Investment Advisors, Inc. 770.62%0.69%0.77%Q1 2022Q3 20237
Blueshift Asset Management, LLC 310.01%0.16%0.49%Q2 2020Q3 20237
Asset Dedication, LLC 410.00%0.00%0.01%Q4 2019Q3 20237
Twin Tree Management, LP 310.00%0.01%0.02%Q1 2020Q3 20237
Atria Wealth Solutions, Inc. 770.01%0.01%0.01%Q1 2022Q3 20237
Savior LLC 770.02%0.02%0.02%Q4 2019Q2 20217
Arabesque Asset Management Ltd 310.08%1.50%4.29%Q3 2019Q1 20227
C M BIDWELL & ASSOCIATES LTD 610.02%0.39%0.57%Q1 2019Q2 20217
Polar Capital Holdings Plc 770.31%0.38%0.46%Q4 2020Q2 20227
IEQ CAPITAL, LLC 520.01%0.02%0.02%Q4 2021Q3 20237
Disciplined Investments, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
Quantitative Investment Management, LLC 310.02%0.08%0.28%Q4 2019Q4 20216
BP PLC 660.02%0.03%0.05%Q1 2020Q2 20216
BRINKER CAPITAL INC 660.12%0.14%0.19%Q1 2019Q2 20206
Prospera Financial Services Inc 410.01%0.02%0.05%Q3 2020Q3 20226
MUFG Americas Holdings Corp 410.00%0.00%0.00%Q1 2019Q3 20226
MTM Investment Management, LLC 660.16%0.18%0.20%Q2 2022Q3 20236
CLEAR STREET MARKETS LLC 660.00%0.00%0.01%Q1 2022Q2 20236
Bayesian Capital Management, LP 310.06%0.11%0.20%Q3 2019Q2 20236
OAK HARBOR WEALTH PARTNERS, LLC 660.10%0.17%0.25%Q2 2022Q3 20236
InterOcean Capital Group, LLC 660.01%0.01%0.02%Q2 2022Q3 20236
Pallas Capital Advisors LLC 660.03%0.04%0.05%Q3 2021Q4 20226
ASHFORD CAPITAL MANAGEMENT INC 510.03%0.06%0.07%Q2 2021Q2 20236
M&G INVESTMENT MANAGEMENT LTD 220.00%0.00%0.01%Q4 2019Q4 20226
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
HOMESTEAD ADVISERS CORP 660.03%0.41%0.78%Q1 2019Q2 20206
Bay Harbor Wealth Management, LLC 420.00%0.02%0.03%Q1 2020Q4 20226
Bowman & Co S.C. 660.25%0.38%0.55%Q2 2022Q3 20236
FORA Capital, LLC 210.01%0.14%0.28%Q4 2019Q1 20236
Rathbones Group PLC 660.16%0.18%0.21%Q2 2022Q3 20236
REGENTATLANTIC CAPITAL LLC 660.01%0.01%0.02%Q2 2021Q3 20226
Lenox Wealth Management, Inc. 660.04%0.04%0.05%Q1 2019Q2 20206
Paragon Capital Management Ltd 420.04%0.05%0.06%Q3 2021Q3 20236
KINGS POINT CAPITAL MANAGEMENT 660.00%0.00%0.00%Q4 2020Q1 20226
Gradient Investments LLC 210.00%0.00%0.00%Q3 2019Q3 20236
Ninety One North America, Inc. 660.29%0.33%0.38%Q1 2021Q2 20226
Stone Ridge Asset Management LLC 660.10%0.16%0.22%Q1 2019Q2 20206
Forum Financial Management, LP 330.01%0.01%0.01%Q4 2021Q3 20236
Jefferies Group LLC 310.00%0.02%0.03%Q1 2019Q2 20216
WINTON GROUP Ltd 510.03%0.09%0.18%Q3 2019Q2 20236
HARRELL INVESTMENT PARTNERS, LLC 660.43%0.55%0.65%Q2 2022Q3 20236
Schubert & Co 660.00%0.00%0.00%Q4 2021Q1 20236
361 CAPITAL LLC 660.12%0.32%0.77%Q1 2019Q2 20206
SJS Investment Consulting Inc. 510.00%0.00%0.00%Q1 2022Q3 20236
DERBY & COMPANY, INC 660.19%0.21%0.23%Q2 2020Q3 20216
GSA CAPITAL PARTNERS LLP 310.02%0.07%0.12%Q3 2019Q1 20236
Dakota Wealth Management 660.02%0.04%0.05%Q2 2022Q3 20236
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 310.00%0.00%0.00%Q1 2020Q4 20226
Cribstone Capital Management, LLC 660.00%0.02%0.06%Q3 2021Q4 20226
Belpointe Asset Management LLC 660.01%0.01%0.01%Q4 2021Q1 20236
DC Investments Management, LLC 660.27%0.58%0.75%Q1 2019Q2 20206
Comprehensive Financial Consultants Institutional, Inc. 660.56%0.67%0.76%Q2 2022Q3 20236
Glassman Wealth Services 510.00%0.00%0.00%Q1 2019Q2 20226
Standard Family Office LLC 330.01%0.16%0.68%Q4 2020Q3 20226
Halpern Financial, Inc. 660.00%0.00%0.00%Q3 2020Q4 20216
ALBION FINANCIAL GROUP /UT 510.00%0.01%0.04%Q4 2020Q2 20226
Magnus Financial Group LLC 660.05%0.08%0.10%Q1 2019Q2 20206
SouthState Corp 660.00%0.01%0.02%Q1 2022Q2 20236
GLOBEFLEX CAPITAL L P 660.03%0.17%0.26%Q4 2019Q1 20216
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 660.03%0.03%0.04%Q2 2022Q3 20236
NTV ASSET MANAGEMENT LLC 510.04%0.04%0.04%Q2 2021Q3 20236
PRELUDE CAPITAL MANAGEMENT, LLC 410.01%0.01%0.01%Q1 2019Q3 20236
TimesSquare Capital Management, LLC 330.32%0.39%0.46%Q2 2019Q4 20206
Czech National Bank 660.05%0.06%0.06%Q3 2022Q4 20236
INTECH INVESTMENT MANAGEMENT LLC 660.02%0.24%0.36%Q2 2022Q3 20236
HERITAGE WEALTH MANAGEMENT, LLC 420.00%0.00%0.00%Q2 2021Q4 20226
Azimuth Capital Investment Management LLC 660.01%0.02%0.02%Q2 2022Q3 20236
First Allied Advisory Services, Inc. 420.01%0.01%0.01%Q1 2019Q3 20206
CSat Investment Advisory, L.P. 660.01%0.02%0.04%Q4 2019Q1 20216
Rosenberg Matthew Hamilton 660.00%0.00%0.00%Q2 2022Q3 20236
Corient Capital Partners, LLC 420.02%0.02%0.02%Q1 2021Q3 20226
Confluence Wealth Services, Inc. 660.06%0.08%0.13%Q2 2022Q3 20236
Orion Portfolio Solutions, LLC 330.00%0.04%0.08%Q4 2019Q3 20236
Meridian Wealth Advisors, LLC 660.08%0.34%0.58%Q2 2022Q3 20236
Fund Management at Engine No. 1 LLC 420.05%0.05%0.06%Q1 2022Q3 20236
WealthShield Partners, LLC 310.00%0.17%0.24%Q1 2021Q3 20236
Addison Advisors LLC 550.00%0.00%0.00%Q4 2021Q4 20225
QCI ASSET MANAGEMENT INC/NY 550.01%0.01%0.01%Q1 2019Q1 20205
DT Investment Partners, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
EXANE DERIVATIVES 550.00%0.04%0.10%Q2 2021Q2 20225
HRT FINANCIAL LP 310.00%0.19%0.82%Q1 2019Q4 20215
Sound Income Strategies, LLC 320.00%0.00%0.00%Q3 2020Q3 20235
CHICAGO EQUITY PARTNERS LLC 550.42%0.59%0.89%Q1 2019Q1 20205
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.00%0.01%Q2 2022Q3 20235
Taylor Frigon Capital Management LLC 550.52%0.64%0.75%Q3 2022Q3 20235
EVERENCE CAPITAL MANAGEMENT INC 410.04%0.05%0.05%Q4 2019Q3 20235
Clark Capital Management Group, Inc. 550.40%0.47%0.53%Q2 2020Q2 20215
SEVEN EIGHT CAPITAL, LP 210.03%0.29%1.05%Q3 2019Q2 20235
55I, LLC 550.01%0.01%0.01%Q1 2021Q1 20225
Manchester Capital Management LLC 320.00%0.01%0.07%Q4 2021Q3 20235
AGF INVESTMENTS INC. 550.01%0.01%0.01%Q1 2020Q1 20215
Magnetar Financial LLC 210.01%0.02%0.03%Q3 2019Q3 20225
ALGERT GLOBAL LLC 550.15%0.51%0.85%Q2 2019Q2 20205
CHILTON CAPITAL MANAGEMENT LLC 320.01%0.18%0.86%Q2 2022Q3 20235
High Net Worth Advisory Group LLC 550.01%0.02%0.02%Q4 2021Q4 20225
TWINBEECH CAPITAL LP 310.02%0.15%0.30%Q4 2020Q4 20225
CHASE INVESTMENT COUNSEL CORP 550.12%0.22%0.52%Q4 2019Q4 20205
HighPoint Advisor Group LLC 410.05%0.07%0.09%Q4 2020Q2 20225
BARINGS LLC 550.01%0.01%0.01%Q3 2020Q3 20215
PRECEPT MANAGEMENT LLC 330.00%1.25%2.94%Q4 2019Q2 20205
TIEMANN INVESTMENT ADVISORS, LLC 550.09%0.10%0.11%Q4 2020Q4 20215
GAM Holding AG 320.01%0.02%0.03%Q2 2019Q3 20205
Regal Investment Advisors LLC 410.03%0.03%0.04%Q4 2020Q1 20225
PIEDMONT INVESTMENT ADVISORS INC 550.01%0.03%0.05%Q1 2019Q1 20205
BDO Wealth Advisors, LLC 550.00%0.00%0.00%Q1 2020Q1 20215
Crescent Capital Consulting, LLC 550.00%0.00%0.00%Q4 2020Q4 20215
Eudaimonia Partners, LLC 550.03%0.04%0.04%Q1 2020Q1 20215
MOTIVE WEALTH ADVISORS 550.44%0.46%0.49%Q2 2021Q2 20225
Andesa Financial Management Inc. 410.12%0.16%0.23%Q1 2019Q1 20235
Tradition Wealth Management, LLC 550.03%0.03%0.03%Q2 2021Q2 20225
MAGNOLIA CAPITAL ADVISORS LLC 550.25%0.32%0.44%Q2 2022Q2 20235
Lido Advisors, LLC 320.00%0.01%0.01%Q1 2019Q3 20235
Main Street Financial Solutions, LLC 550.09%0.11%0.12%Q3 2022Q3 20235
Cetera Advisor Networks LLC 410.00%0.01%0.01%Q2 2020Q3 20235
Penserra Capital Management LLC 410.00%0.00%0.01%Q3 2021Q3 20235
Zullo Investment Group, Inc. 550.01%0.01%0.01%Q4 2021Q4 20225
Neo Ivy Capital Management 210.06%0.33%0.56%Q2 2019Q4 20225
Princeton Portfolio Strategies Group LLC 550.99%1.41%1.72%Q2 2020Q2 20215
TWO SIGMA SECURITIES, LLC 210.00%0.01%0.01%Q1 2019Q3 20225
Quantbot Technologies LP 210.01%0.07%0.17%Q3 2019Q3 20215
tru Independence LLC 320.00%0.05%0.17%Q4 2019Q1 20215
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 550.14%0.19%0.26%Q2 2020Q2 20215
FinTrust Capital Advisors, LLC 410.00%0.00%0.01%Q1 2019Q3 20235
Colonial Trust Co / SC 550.40%0.43%0.48%Q3 2022Q3 20235
Patriot Financial Group Insurance Agency, LLC 550.00%0.00%0.00%Q3 2019Q3 20205
JANICZEK WEALTH MANAGEMENT, LLC 410.00%0.00%0.00%Q4 2020Q3 20235
ADVISOR PARTNERS II, LLC 550.04%0.06%0.07%Q3 2022Q3 20235
MD Financial Management Inc. 550.00%0.00%0.00%Q4 2020Q4 20215
Lloyd Advisory Services, LLC. 410.02%0.08%0.32%Q1 2020Q3 20235
Semmax Financial Advisors Inc. 550.01%0.01%0.01%Q1 2021Q1 20225
Peterson Wealth Services 550.12%0.14%0.16%Q2 2022Q2 20235
SMITH ASSET MANAGEMENT GROUP LP 410.45%0.54%0.60%Q2 2019Q2 20215
Canton Hathaway, LLC 550.05%0.06%0.06%Q2 2021Q2 20225
TIAA, FSB 550.00%0.00%0.00%Q2 2022Q2 20235
Consolidated Planning Corp 410.10%0.34%0.41%Q3 2021Q3 20235
Marks Group Wealth Management, Inc 410.19%0.71%0.89%Q2 2020Q3 20235
PINNACLE FINANCIAL PARTNERS INC 550.00%0.00%0.00%Q3 2022Q3 20235
Arlington Partners LLC 550.01%0.03%0.03%Q4 2021Q4 20225
Financial Advocates Investment Management 410.02%0.03%0.03%Q2 2022Q3 20235
Dorsey Wright & Associates 410.26%0.34%0.51%Q3 2019Q4 20205
Schonfeld Strategic Advisors LLC 410.00%0.02%0.06%Q3 2019Q4 20225
McIlrath & Eck, LLC 320.01%0.01%0.01%Q3 2019Q3 20215
Cerebellum GP, LLC 210.00%0.10%0.29%Q1 2019Q3 20204
CADEN CAPITAL PARTNERS, LP 442.82%5.09%7.31%Q4 2022Q3 20234
JACKSON SQUARE CAPITAL, LLC 440.00%0.00%0.01%Q4 2019Q3 20204
Laurion Capital Management LP 310.00%0.02%0.03%Q2 2019Q1 20224
ELEMENT CAPITAL MANAGEMENT LLC 310.05%0.16%0.22%Q1 2019Q3 20234
KORNITZER CAPITAL MANAGEMENT INC /KS 310.31%0.37%0.43%Q1 2019Q1 20204
DENALI ADVISORS LLC 440.37%0.84%1.55%Q1 2020Q4 20204
AVANTAX ADVISORY SERVICES, INC. 210.00%0.00%0.00%Q4 2021Q2 20234
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Advisor Group, Inc. 440.02%0.02%0.03%Q1 2019Q4 20194
Alliance Wealth Advisors, LLC /UT 440.27%0.29%0.31%Q4 2022Q3 20234
ALPHASIMPLEX GROUP, LLC 310.15%0.24%0.40%Q2 2020Q2 20214
Chiron Investment Management, LLC 440.02%0.03%0.03%Q1 2020Q4 20204
Alpha Paradigm Partners, LLC 440.04%0.12%0.31%Q4 2020Q3 20214
Herold Advisors, Inc. 440.08%0.10%0.11%Q1 2022Q4 20224
Park Place Capital Corp 440.02%0.03%0.03%Q4 2022Q3 20234
Column Capital Advisors, LLC 310.00%0.00%0.00%Q2 2020Q3 20234
Centerpoint Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Steward Financial Group LLC 210.00%0.00%0.00%Q2 2022Q3 20234
Municipal Employees' Retirement System of Michigan 440.08%0.11%0.16%Q1 2019Q4 20194
LADENBURG THALMANN FINANCIAL SERVICES INC. 440.01%0.01%0.01%Q1 2019Q4 20194
Rice Partnership, LLC 220.06%0.06%0.06%Q4 2021Q3 20234
LA FINANCIERE DE L'ECHIQUIER 440.32%0.55%0.70%Q4 2022Q3 20234
Slocum, Gordon & Co LLP 440.07%0.09%0.11%Q4 2022Q3 20234
Surevest, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
WEALTH EFFECTS LLC 441.07%1.16%1.31%Q4 2021Q3 20224
WORLDQUANT MILLENNIUM ADVISORS LLC 310.02%0.04%0.05%Q2 2019Q1 20214
Strategic Investment Advisors / MI 440.10%0.10%0.10%Q1 2020Q4 20204
SVB WEALTH LLC 440.00%0.01%0.01%Q1 2019Q4 20194
Western Pacific Wealth Management, LP 440.00%0.00%0.00%Q4 2022Q3 20234
ETF MANAGERS GROUP, LLC 440.02%0.02%0.03%Q2 2022Q1 20234
Cetera Advisors LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Beacon Pointe Advisors, LLC 220.00%0.01%0.01%Q1 2022Q3 20234
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 440.00%0.00%0.00%Q3 2020Q2 20214
SYSTM Wealth Solutions LLC 440.07%0.10%0.13%Q4 2022Q3 20234
Leucadia National 210.00%0.01%0.02%Q4 2022Q3 20234
Xact Kapitalforvaltning AB 310.04%0.04%0.04%Q1 2019Q1 20204
Virtu Financial LLC 110.02%0.04%0.06%Q2 2019Q3 20234
Kore Private Wealth LLC 310.00%0.00%0.00%Q1 2019Q2 20204
McClarren Financial Advisors, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
Rampart Investment Management Company, LLC 440.01%0.04%0.06%Q4 2019Q3 20204
SHELTON CAPITAL MANAGEMENT 440.02%0.04%0.05%Q1 2019Q4 20194
GREAT VALLEY ADVISOR GROUP, INC. 440.04%0.05%0.07%Q1 2020Q4 20204
FIRST HORIZON CORP 440.00%0.01%0.01%Q3 2020Q2 20214
Soleus Capital Management, L.P. 311.20%1.26%1.29%Q4 2019Q2 20224
Locust Wood Capital Advisers 311.31%2.41%3.18%Q2 2022Q3 20234
Bleakley Financial Group, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
MSD Partners, L.P. 440.42%0.85%1.23%Q1 2021Q4 20214
Proficio Capital Partners LLC 220.02%0.04%0.05%Q1 2019Q2 20224
Baker Avenue Asset Management, LP 440.00%0.00%0.00%Q4 2022Q3 20234
Beaumont Financial Advisors, LLC 440.04%0.04%0.04%Q4 2022Q3 20234
LOOMIS SAYLES & CO L P 440.00%0.00%0.00%Q1 2022Q4 20224
Thematics Asset Management 442.06%2.24%2.33%Q4 2022Q3 20234
FIRST CITIZENS BANK & TRUST CO 440.02%0.05%0.08%Q1 2019Q4 20194
STEVENS CAPITAL MANAGEMENT LP 310.06%0.11%0.19%Q2 2019Q3 20214
Aspire Private Capital, LLC 440.04%0.05%0.05%Q1 2020Q4 20204
AGF Investments LLC 440.00%0.00%0.00%Q2 2019Q1 20204
GPS Wealth Strategies Group, LLC 440.00%0.00%0.00%Q2 2021Q1 20224
Carroll Financial Associates, Inc. 210.00%0.00%0.00%Q2 2019Q1 20214
Cipher Capital LP 310.08%0.13%0.19%Q3 2019Q2 20224
Price Wealth, LLC 440.00%0.00%0.00%Q4 2019Q3 20204
CRAMER ROSENTHAL MCGLYNN LLC 440.47%0.56%0.61%Q1 2019Q4 20194
FORVIS Wealth Advisors, LLC 440.03%0.03%0.03%Q1 2020Q4 20204
RITHOLTZ WEALTH MANAGEMENT 220.02%0.03%0.04%Q3 2022Q3 20234
DARK FOREST CAPITAL MANAGEMENT LP 220.00%0.01%0.04%Q3 2021Q3 20224
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 440.03%0.03%0.04%Q4 2022Q3 20234
CAROLINAS WEALTH CONSULTING LLC 440.00%0.00%0.00%Q1 2021Q4 20214
Aurora Investment Counsel 440.24%0.73%1.27%Q1 2020Q4 20204
Running Oak Capital LLC 441.64%1.80%1.94%Q4 2022Q3 20234
Laurel Wealth Advisors, Inc. 310.02%0.03%0.04%Q4 2021Q4 20224
Premier Fund Managers Ltd 441.76%1.88%2.09%Q4 2022Q3 20234
OAKBROOK INVESTMENTS LLC 440.04%0.07%0.14%Q1 2019Q4 20194
True Wealth Design, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Rehmann Capital Advisory Group 310.01%0.01%0.02%Q1 2019Q4 20214
DIXON HUBARD FEINOUR & BROWN INC/VA 440.03%0.05%0.06%Q2 2020Q1 20214
Csenge Advisory Group 310.02%0.02%0.03%Q4 2020Q4 20214
LEVEL FOUR ADVISORY SERVICES, LLC 440.03%0.03%0.03%Q4 2022Q3 20234
Householder Group Estate & Retirement Specialist, LLC 310.01%0.01%0.02%Q3 2022Q3 20234
Integrated Wealth Concepts LLC 220.01%0.01%0.01%Q4 2021Q3 20234
Oakworth Capital, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
Quantamental Technologies LLC 210.25%0.33%0.47%Q2 2019Q3 20224
Squar Milner Financial Services LLC 220.01%0.03%0.06%Q1 2019Q1 20204
Farther Finance Advisors, LLC 440.01%0.02%0.04%Q4 2022Q3 20234
Sciencast Management LP 110.11%0.30%0.51%Q3 2019Q1 20234
Monarch Partners Asset Management LLC 310.08%0.13%0.20%Q3 2019Q3 20204
A.R.T. Advisors, LLC 440.04%0.07%0.09%Q1 2019Q4 20194
BANK OF HAWAII 440.03%0.04%0.05%Q3 2019Q2 20204
Hoxton Planning & Management, LLC 440.18%0.22%0.24%Q4 2022Q3 20234
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 440.01%0.01%0.01%Q1 2022Q4 20224
Cedar Brook Financial Partners, LLC 330.11%0.12%0.12%Q1 2019Q3 20193
WASHINGTON TRUST BANK 330.02%0.02%0.03%Q1 2023Q3 20233
DUALITY ADVISERS, LP 210.08%0.22%0.42%Q2 2022Q1 20233
TIVERTON ASSET MANAGEMENT LLC 330.01%0.01%0.01%Q1 2019Q3 20193
Trexquant Investment LP 330.02%0.13%0.24%Q4 2019Q2 20203
TUCKER ASSET MANAGEMENT LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Virtus ETF Advisers LLC 330.20%0.29%0.45%Q2 2022Q4 20223
Intersect Capital LLC 330.04%0.05%0.06%Q4 2021Q2 20223
Arkadios Wealth Advisors 330.00%0.00%0.00%Q1 2021Q3 20213
AIA Investment Management Private Ltd 330.00%0.00%0.00%Q1 2020Q3 20203
SUNTRUST BANKS INC 330.02%0.03%0.03%Q1 2019Q3 20193
Teza Capital Management LLC 110.08%0.27%0.49%Q2 2019Q3 20223
MIRABELLA FINANCIAL SERVICES LLP 210.03%0.31%0.81%Q3 2021Q3 20233
CIM INVESTMENT MANAGEMENT INC 330.25%0.34%0.47%Q1 2020Q3 20203
TORONTO DOMINION BANK 330.02%0.02%0.02%Q1 2023Q3 20233
Centiva Capital, LP 110.01%0.02%0.02%Q2 2021Q3 20233
Campbell & CO Investment Adviser LLC 110.11%0.20%0.36%Q3 2019Q1 20233
BOGLE INVESTMENT MANAGEMENT L P /DE/ 330.06%0.44%0.92%Q1 2020Q3 20203
JAG CAPITAL MANAGEMENT, LLC 330.11%0.11%0.12%Q2 2022Q4 20223
Sterling Capital Management LLC 330.04%0.05%0.05%Q1 2019Q3 20193
BOOTHBAY FUND MANAGEMENT, LLC 110.01%0.03%0.07%Q4 2019Q3 20223
Y-Intercept (Hong Kong) Ltd 110.05%0.12%0.19%Q2 2021Q3 20233
RICE HALL JAMES & ASSOCIATES, LLC 330.09%0.10%0.10%Q1 2019Q3 20193
Woodline Partners LP 330.04%0.09%0.15%Q1 2023Q3 20233
Advisors Preferred, LLC 210.01%0.09%0.16%Q1 2019Q4 20203
Prestige Wealth Management Group LLC 210.00%0.00%0.00%Q1 2020Q3 20233
Great Lakes Retirement, Inc. 330.05%0.06%0.06%Q1 2023Q3 20233
KARLINSKI ANDREW C 330.00%0.00%0.00%Q4 2021Q2 20223
Venturi Wealth Management, LLC 110.01%0.01%0.03%Q2 2019Q3 20233
Prime Capital Investment Advisors, LLC 330.00%0.00%0.00%Q3 2019Q1 20203
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 210.18%0.40%0.66%Q2 2019Q1 20203
Siemens Fonds Invest GmbH 330.02%0.02%0.02%Q4 2021Q2 20223
WEST PACES ADVISORS INC. 330.00%0.00%0.00%Q1 2023Q3 20233
Neuburgh Advisers LLC 330.05%0.05%0.06%Q1 2019Q3 20193
DAYMARK WEALTH PARTNERS, LLC 330.10%0.12%0.15%Q1 2023Q3 20233
Matisse Capital 330.42%0.47%0.53%Q1 2023Q3 20233
HOWE & RUSLING INC 330.00%0.00%0.00%Q1 2022Q3 20223
Gallagher Fiduciary Advisors, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
TOEWS CORP /ADV 110.05%0.15%0.32%Q3 2020Q3 20213
RIVERHEAD CAPITAL MANAGEMENT LLC 330.09%0.09%0.09%Q1 2019Q3 20193
ICA Group Wealth Management, LLC 330.00%0.01%0.02%Q4 2022Q2 20233
Clarus Wealth Advisors 330.16%0.17%0.18%Q3 2020Q1 20213
Meadow Creek Investment Management LLC 330.02%0.02%0.02%Q1 2019Q3 20193
CAXTON ASSOCIATES LP 210.07%0.14%0.19%Q1 2019Q3 20223
Cornerstone Planning Group LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Alta Advisers Ltd 330.05%0.05%0.05%Q1 2023Q3 20233
Polaris Wealth Advisory Group, LLC 330.23%0.28%0.33%Q3 2019Q1 20203
Connor, Clark & Lunn Investment Management Ltd. 110.01%0.01%0.02%Q3 2019Q2 20223
Advisor Resource Council 330.02%0.04%0.07%Q4 2021Q2 20223
Sageworth Trust Co of South Dakota 330.00%0.01%0.01%Q4 2021Q2 20223
MUFG Securities EMEA plc 110.00%0.05%0.12%Q1 2019Q4 20203
Findlay Park Partners LLP 331.06%1.12%1.16%Q1 2023Q3 20233
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.00%0.01%0.02%Q4 2020Q1 20233
Johnson Financial Group, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
TELEMUS CAPITAL, LLC 330.02%0.02%0.02%Q1 2019Q3 20193
OneDigital Investment Advisors LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Procyon Advisors, LLC 330.00%0.00%0.01%Q4 2019Q2 20203
Phillips Wealth Planners LLC 330.45%0.53%0.58%Q1 2023Q3 20233
Varma Mutual Pension Insurance Co 330.03%0.04%0.05%Q3 2021Q1 20223
Moran Wealth Management, LLC 330.16%0.22%0.27%Q4 2022Q2 20233
BB&T SECURITIES, LLC 330.02%0.02%0.02%Q1 2019Q3 20193
Holocene Advisors, LP 210.00%0.00%0.00%Q1 2019Q3 20203
VIRGINIA RETIREMENT SYSTEMS ET AL 330.02%0.03%0.03%Q1 2019Q3 20193
Sageworth Trust Co 330.00%0.00%0.00%Q2 2021Q4 20213
Krilogy Financial LLC 210.02%0.02%0.03%Q1 2022Q1 20233
AJO, LP 210.00%0.13%0.33%Q1 2019Q1 20203
Nalls Sherbakoff Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Arden Trust Co 330.00%0.03%0.04%Q3 2019Q1 20203
JMAC ENTERPRISES LLC 330.06%0.06%0.06%Q4 2021Q2 20223
Natixis Investment Managers International 330.01%0.01%0.01%Q1 2023Q3 20233
Balentine LLC 210.00%0.00%0.00%Q2 2019Q2 20203
COOKSON PEIRCE & CO INC 330.02%0.03%0.03%Q1 2019Q3 20193
FRED ALGER MANAGEMENT, LLC 210.00%0.00%0.00%Q1 2020Q3 20223
Ten Capital Wealth Advisors, LLC 330.00%0.00%0.00%Q2 2021Q4 20213
PATTON FUND MANAGEMENT, INC. 210.06%0.61%1.05%Q1 2022Q4 20223
Optiver Holding B.V. 210.00%0.00%0.00%Q3 2021Q3 20233
Flinton Capital Management LLC 330.08%0.08%0.08%Q1 2019Q3 20193
OSTRUM ASSET MANAGEMENT 330.09%0.11%0.12%Q1 2023Q3 20233
MONEY CONCEPTS CAPITAL CORP 210.00%0.00%0.01%Q1 2022Q4 20223
Novo Holdings A/S 333.71%4.62%5.39%Q2 2022Q4 20223
CreativeOne Wealth, LLC 210.01%0.02%0.02%Q2 2022Q3 20233
SeaCrest Wealth Management, LLC 330.02%0.02%0.02%Q4 2021Q2 20223
Tyers Asset Management LLC 330.07%0.07%0.07%Q1 2019Q3 20193
Phoenix Holdings Ltd. 210.00%0.00%0.01%Q1 2021Q4 20213
Knowledge Leaders Capital, LLC 211.91%3.97%5.45%Q1 2019Q3 20233
Perpetual Ltd 330.05%0.07%0.08%Q1 2023Q3 20233
Grantham, Mayo, Van Otterloo & Co. LLC 330.01%0.01%0.01%Q1 2020Q3 20203
Cornerstone Advisors, Inc. 220.02%0.02%0.02%Q1 2019Q2 20192
MPS Loria Financial Planners, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q2 2021Q3 20222
PFS INVESTMENTS INC. 220.07%0.08%0.08%Q3 2022Q4 20222
Avestar Capital, LLC 220.01%0.01%0.01%Q1 2019Q2 20192
6 Meridian 220.02%0.02%0.02%Q3 2021Q4 20212
TOMPKINS FINANCIAL CORP 220.00%0.00%0.00%Q4 2021Q1 20222
Gyon Technologies Capital Management, LP 220.21%0.31%0.41%Q3 2021Q4 20212
CIBC WORLD MARKET INC. 110.00%0.00%0.01%Q1 2020Q3 20212
Financial Insights, Inc. 110.11%0.18%0.25%Q1 2023Q3 20232
BBVA USA 220.02%0.02%0.02%Q2 2021Q3 20212
ONTARIO TEACHERS PENSION PLAN BOARD 110.00%0.01%0.02%Q3 2019Q4 20202
MOODY NATIONAL BANK TRUST DIVISION 220.01%0.01%0.02%Q2 2023Q3 20232
Pearl River Capital, LLC 110.12%0.15%0.19%Q4 2020Q3 20212
Cherry Tree Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Mine & Arao Wealth Creation & Management, LLC. 220.00%0.00%0.01%Q4 2021Q1 20222
Waldron Private Wealth LLC 110.01%0.01%0.02%Q1 2022Q3 20232
Nemes Rush Group LLC 220.85%0.88%0.92%Q2 2023Q3 20232
Claraphi Advisory Network, LLC 110.08%0.10%0.12%Q2 2019Q1 20202
PURA VIDA INVESTMENTS, LLC 110.15%0.23%0.32%Q4 2020Q4 20222
LMR Partners LLP 110.01%0.11%0.22%Q1 2019Q4 20202
V-Square Quantitative Management LLC 220.12%0.15%0.17%Q2 2023Q3 20232
Astoria Portfolio Advisors LLC. 110.10%0.13%0.16%Q2 2022Q4 20222
Knuff & Co LLC 220.02%0.02%0.02%Q3 2019Q4 20192
JNBA Financial Advisors 220.00%0.00%0.00%Q4 2021Q1 20222
FOSTER DYKEMA CABOT & CO INC/MA 220.00%0.00%0.00%Q2 2023Q3 20232
FOX RUN MANAGEMENT, L.L.C. 110.10%0.20%0.30%Q3 2021Q3 20232
Mutual Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Tyler-Stone Wealth Management 220.00%0.00%0.00%Q2 2023Q3 20232
Alpine Global Management, LLC 110.04%0.10%0.16%Q1 2019Q2 20202
TFO Wealth Partners, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Smith Group Asset Management, LLC 220.00%0.23%0.46%Q3 2021Q4 20212
Sigma Planning Corp 220.01%0.02%0.02%Q1 2019Q2 20192
Capula Management Ltd 220.00%0.01%0.01%Q2 2021Q3 20212
Bryn Mawr Capital Management, LLC 220.01%0.02%0.02%Q2 2023Q3 20232
Heritage Wealth Advisors 220.00%0.00%0.00%Q1 2019Q2 20192
Washington Trust Advisors, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
LINCOLN NATIONAL CORP 220.01%0.01%0.01%Q2 2023Q3 20232
Portside Wealth Group, LLC 220.11%0.11%0.11%Q2 2023Q3 20232
ATLAS CAPITAL ADVISORS LLC 220.00%0.01%0.01%Q1 2020Q2 20202
Aquatic Capital Management LLC 110.28%0.33%0.38%Q4 2021Q3 20222
Riverview Trust Co 220.01%0.02%0.02%Q1 2022Q2 20222
SOA Wealth Advisors, LLC. 220.00%0.00%0.00%Q4 2020Q1 20212
West Branch Capital LLC 110.01%0.01%0.01%Q2 2021Q4 20212
Moisand Fitzgerald Tamayo, LLC 110.00%0.00%0.00%Q2 2022Q1 20232
Hexavest Inc. 220.00%0.00%0.00%Q2 2019Q3 20192
Mitsubishi UFJ Asset Management (UK) Ltd. 220.87%0.90%0.93%Q2 2023Q3 20232
Cornerstone Wealth Management, LLC 110.03%0.03%0.03%Q4 2021Q3 20232
ORG Partners LLC 220.01%0.02%0.02%Q2 2023Q3 20232
9258 Wealth Management, LLC 220.05%0.05%0.06%Q2 2023Q3 20232
DFPG INVESTMENTS, LLC 220.03%0.04%0.06%Q2 2023Q3 20232
Milestone Investment Advisors LLC 110.00%0.00%0.00%Q1 2023Q3 20232
Itau Unibanco Holding S.A. 110.02%0.02%0.03%Q2 2019Q4 20192
AIGEN INVESTMENT MANAGEMENT, LP 220.03%0.09%0.16%Q3 2021Q4 20212
Financial Engines Advisors L.L.C. 220.00%0.00%0.00%Q1 2023Q2 20232
Jacobi Capital Management LLC 110.00%0.00%0.00%Q2 2020Q3 20212
Polar Capital LLP 110.29%0.32%0.36%Q1 2019Q3 20202
BOULDER HILL CAPITAL MANAGEMENT LP 220.28%0.30%0.32%Q3 2022Q4 20222
CIBC Private Wealth Group, LLC 110.00%0.00%0.00%Q2 2021Q3 20232
Inspire Investing, LLC 220.04%0.04%0.04%Q4 2021Q1 20222
Meeder Advisory Services, Inc. 220.02%0.02%0.03%Q2 2023Q3 20232
Fortitude Advisory Group L.L.C. 220.03%0.03%0.03%Q4 2021Q1 20222
Asio Capital, LLC 110.06%0.07%0.07%Q4 2019Q2 20202
Caprock Group, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
STEPH & CO 220.06%0.07%0.08%Q2 2023Q3 20232
Truadvice, LLC 220.09%0.09%0.10%Q3 2020Q4 20202
CFM WEALTH PARTNERS LLC 220.03%0.03%0.03%Q1 2020Q2 20202
COWEN AND COMPANY, LLC 110.03%0.04%0.04%Q1 2022Q3 20222
Beacon Capital Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Providence Capital Advisors, LLC 110.00%0.00%0.00%Q4 2020Q1 20222
Harvest Fund Management Co., Ltd 220.01%0.01%0.01%Q1 2020Q2 20202
WOLFF WIESE MAGANA LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Dixon Hughes Goodman Wealth Advisors LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Blue Zone Wealth Advisors, LLC 222.28%2.37%2.46%Q2 2023Q3 20232
Revisor Wealth Management LLC 220.32%0.37%0.42%Q1 2023Q2 20232
Fortune Financial Advisors, LLC 221.18%1.18%1.18%Q2 2023Q3 20232
OPPENHEIMER & CO INC 220.01%0.01%0.01%Q2 2019Q3 20192
Outlook Wealth Advisors, LLC 220.28%0.30%0.33%Q3 2022Q4 20222
MCKINLEY CAPITAL MANAGEMENT LLC 220.55%0.56%0.56%Q2 2023Q3 20232
SECURITY NATIONAL TRUST CO 220.00%0.00%0.00%Q2 2021Q3 20212
UNITED SERVICES AUTOMOBILE ASSOCIATION 220.01%0.01%0.01%Q1 2019Q2 20192
Machina Capital S.A.S. 110.04%0.21%0.38%Q1 2019Q2 20212
Resolute Advisors LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Capitolis Advisors LLC 110.01%0.01%0.02%Q4 2020Q4 20212
Charter Oak Capital Management, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
OXFORD ASSET MANAGEMENT LLP 220.02%0.10%0.18%Q3 2019Q4 20192
Fiduciary Alliance LLC 110.01%0.01%0.01%Q4 2022Q2 20232
Meritage Group LP 220.01%0.01%0.01%Q4 2022Q1 20232
BARRETT & COMPANY, INC. 220.01%0.01%0.01%Q3 2022Q4 20222
MANA Advisors LLC 220.51%1.00%1.49%Q2 2019Q3 20192
AllSquare Wealth Management LLC 220.03%0.03%0.03%Q3 2022Q4 20222
Kolinsky Wealth Management, LLC 220.19%0.20%0.20%Q4 2021Q1 20222
Bridgefront Capital, LLC 110.15%0.34%0.54%Q2 2021Q1 20232
Sonora Investment Management, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
1832 Asset Management L.P. 110.00%0.00%0.00%Q1 2022Q2 20232
Parcion Private Wealth LLC 220.09%0.09%0.10%Q4 2019Q1 20202
Glass Jacobson Investment Advisors llc 220.00%0.00%0.00%Q2 2023Q3 20232
Brookfield Asset Management 110.01%0.02%0.02%Q2 2022Q4 20222
First Personal Financial Services 220.01%0.01%0.01%Q1 2019Q2 20192
BRAIDWELL LP 220.59%0.60%0.60%Q4 2022Q1 20232
Jump Financial, LLC 110.02%0.02%0.02%Q2 2021Q1 20222
Grove Bank & Trust 110.00%0.01%0.01%Q4 2022Q3 20232
MQS Management LLC 110.22%0.24%0.26%Q3 2022Q1 20232
Covington Capital Management 110.00%0.00%0.00%Q1 2022Q3 20222
ZACKS INVESTMENT MANAGEMENT 110.02%0.02%0.02%Q1 2020Q3 20222
Raleigh Capital Management Inc. 220.00%0.00%0.00%Q3 2022Q4 20222
Apollon Wealth Management, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
MIROVA 220.01%0.02%0.02%Q1 2023Q2 20232
Silicon Valley Capital Partners 220.00%0.00%0.00%Q2 2023Q3 20232
FFT WEALTH MANAGEMENT LLC 220.01%0.04%0.08%Q2 2021Q3 20212
GQG Partners LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Spears Abacus Advisors LLC 220.02%0.02%0.02%Q2 2023Q3 20232
CLEAR INVESTMENT RESEARCH, LLC 220.00%0.00%0.00%Q2 2019Q3 20192
West Tower Group, LLC 220.00%0.01%0.02%Q2 2023Q3 20232
QUANTITATIVE VALUE TECHNOLOGIES, LLC 220.63%0.70%0.78%Q1 2021Q2 20212
NorthRock Partners, LLC 110.02%0.02%0.02%Q1 2022Q3 20232
PRUDENTIAL PLC 220.01%0.01%0.01%Q2 2023Q3 20232
NORTHWEST INVESTMENT COUNSELORS, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
OCCUDO QUANTITATIVE STRATEGIES LP 110.05%0.19%0.32%Q1 2021Q3 20212
Deane Retirement Strategies, Inc. 221.02%1.05%1.08%Q1 2020Q2 20202
Cordant, Inc. 110.00%0.00%0.01%Q4 2019Q1 20222
Perigon Wealth Management, LLC 110.05%0.05%0.05%Q3 2011Q3 20222
Momentum Advisors, LLC 220.34%0.34%0.34%Q3 2022Q4 20222
Essex Savings Bank 220.00%0.00%0.00%Q1 2019Q2 20192
Capital Bank & Trust Co 220.00%0.00%0.00%Q4 2019Q1 20202
Walleye Capital LLC 110.00%0.08%0.16%Q4 2022Q3 20232
Geneva Partners, LLC 220.14%0.60%1.06%Q4 2021Q1 20222
ST GERMAIN D J CO INC 220.00%0.00%0.00%Q3 2023Q4 20232
CenterBook Partners LP 220.05%0.10%0.16%Q2 2022Q3 20222
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 220.00%0.00%0.00%Q1 2019Q2 20192
Dash Acquisitions Inc. 221.78%1.79%1.80%Q2 2023Q3 20232
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Capital Directions Investment Advisors, LLC 220.01%0.01%0.01%Q3 2022Q4 20222
Quantitative Systematic Strategies LLC 220.08%0.11%0.13%Q3 2019Q4 20192
Red Door Wealth Management, LLC 110.05%0.06%0.08%Q2 2021Q2 20232
PDT Partners, LLC 110.07%0.07%0.08%Q2 2022Q3 20232
BlueCrest Capital Management Ltd 220.02%0.08%0.15%Q1 2019Q2 20192
TCG Advisors, LP 220.00%0.00%0.01%Q1 2019Q2 20192
Alight Capital Management LP 221.21%2.30%3.40%Q1 2020Q2 20202
HARBOR CAPITAL ADVISORS, INC. 110.01%0.01%0.01%Q2 2023Q2 20231
Pictet Asset Management Holding SA 110.40%0.40%0.40%Q3 2023Q3 20231
WELD CAPITAL MANAGEMENT LLC 110.07%0.07%0.07%Q4 2019Q4 20191
Old North State Trust, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Epic Trust Investment Advisors, LLC 110.65%0.65%0.65%Q3 2022Q3 20221
Manteio Capital LLC 110.30%0.30%0.30%Q4 2021Q4 20211
Bragg Financial Advisors, Inc 110.27%0.27%0.27%Q1 2019Q1 20191
USA FINANCIAL FORMULAS 110.00%0.00%0.00%Q3 2019Q3 20191
Vectors Research Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
ROMANO BROTHERS AND COMPANY 110.02%0.02%0.02%Q4 2022Q4 20221
Wealthspire Advisors, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Trellus Management Company, LLC 111.56%1.56%1.56%Q1 2020Q1 20201
Aspen Grove Capital, LLC 110.12%0.12%0.12%Q4 2022Q4 20221
PrairieView Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Autumn Glory Partners, LLC 110.16%0.16%0.16%Q4 2021Q4 20211
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Avion Wealth 110.00%0.00%0.00%Q3 2023Q3 20231
Aaron Wealth Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
MAVERICK CAPITAL LTD 110.00%0.00%0.00%Q4 2020Q4 20201
Icon Wealth Partners, LLC 110.03%0.03%0.03%Q1 2019Q1 20191
Artemis Wealth Advisors, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Quarry LP 110.00%0.00%0.00%Q3 2023Q3 20231
Ledyard National Bank 110.02%0.02%0.02%Q4 2021Q4 20211
Financiere des Professionnels - Fonds d,investissement inc. 110.84%0.84%0.84%Q3 2023Q3 20231
First Command Bank 110.00%0.00%0.00%Q2 2023Q2 20231
INCEPTIONR LLC 110.06%0.06%0.06%Q1 2023Q1 20231
AXS Investments LLC 110.24%0.24%0.24%Q2 2023Q2 20231
Interchange Capital Partners, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
NewSquare Capital LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Y.D. More Investments Ltd 110.20%0.20%0.20%Q4 2022Q4 20221
JAMES INVESTMENT RESEARCH INC 110.00%0.00%0.00%Q2 2022Q2 20221
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
SECTORAL ASSET MANAGEMENT INC 110.18%0.18%0.18%Q2 2020Q2 20201
Compass Ion Advisors, LLC 110.16%0.16%0.16%Q3 2023Q3 20231
Grey Fox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Empowered Funds, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Geller Advisors LLC 110.06%0.06%0.06%Q1 2020Q1 20201
COMMONWEALTH BANK OF AUSTRALIA 110.00%0.00%0.00%Q2 2019Q2 20191
CXI Advisors 110.03%0.03%0.03%Q4 2019Q4 20191
Credit Capital Investments LLC 110.70%0.70%0.70%Q2 2022Q2 20221
Founders Financial Alliance, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
IndexIQ Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Resurgent Financial Advisors LLC 110.04%0.04%0.04%Q4 2022Q4 20221
First Command Financial Services, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
BOURGEON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Hudson Bay Capital Management LP 110.04%0.04%0.04%Q1 2020Q1 20201
Leap Investments LP 110.16%0.16%0.16%Q2 2020Q2 20201
AMERICAN NATIONAL BANK 110.00%0.00%0.00%Q1 2023Q1 20231
Camarda Financial Advisors, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Ameritas Investment Company, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
LRT Capital Management, LLC 110.43%0.43%0.43%Q2 2023Q2 20231
Western Asset Management Company, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
TradeLink Capital LLC 112.31%2.31%2.31%Q1 2019Q1 20191
CORNERCAP INVESTMENT COUNSEL INC 110.16%0.16%0.16%Q4 2022Q4 20221
AQR Arbitrage LLC 110.02%0.02%0.02%Q4 2020Q4 20201
WealthBridge Capital Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
FIRST NATIONAL CORP /MA/ /ADV 110.00%0.00%0.00%Q1 2019Q1 20191
Perennial Advisors, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Pointe Capital Management LLC 110.04%0.04%0.04%Q1 2023Q1 20231
CastleArk Alternatives, LLC 110.03%0.03%0.03%Q3 2021Q3 20211
Millburn Ridgefield Corp 110.00%0.00%0.00%Q3 2023Q3 20231
Tamarack Advisers, LP 112.32%2.32%2.32%Q3 2021Q3 20211
STARR INTERNATIONAL CO INC 110.08%0.08%0.08%Q1 2019Q1 20191
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
HAZLETT, BURT & WATSON, INC. 110.00%0.00%0.00%Q2 2023Q2 20231
NORDEN GROUP LLC 110.32%0.32%0.32%Q3 2023Q3 20231
CNB Bank 110.00%0.00%0.00%Q1 2022Q1 20221
Kepos Capital LP 110.02%0.02%0.02%Q4 2019Q4 20191
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Venture Visionary Partners LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Regent Peak Wealth Advisors LLC 110.00%0.00%0.00%Q4 2020Q4 20201
TOBIAS FINANCIAL ADVISORS, INC. 110.02%0.02%0.02%Q4 2019Q4 20191
Urban Wealth Management, LLC 110.11%0.11%0.11%Q2 2022Q2 20221
Skye Global Management LP 110.35%0.35%0.35%Q3 2023Q3 20231
Cranbrook Wealth Management, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
Ovata Capital Management Ltd 110.02%0.02%0.02%Q2 2020Q2 20201
Cypress Capital Group 110.03%0.03%0.03%Q4 2021Q4 20211
XTX Topco Ltd 110.15%0.15%0.15%Q3 2023Q3 20231
Richard W. Paul & Associates, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Brookstone Capital Management 110.03%0.03%0.03%Q1 2019Q1 20191
Ruggie Capital Group 110.01%0.01%0.01%Q2 2019Q2 20191
Concentric Capital Strategies, LP 110.15%0.15%0.15%Q3 2023Q3 20231
Ford Financial Group, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
JSF Financial, LLC 110.21%0.21%0.21%Q1 2022Q1 20221
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
OppenheimerFunds, Inc. 110.02%0.02%0.02%Q1 2019Q1 20191
AdvisorShares Investments LLC 110.20%0.20%0.20%Q2 2022Q2 20221
Capital Asset Advisory Services LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
EVERGREEN CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Core Alternative Capital 110.00%0.00%0.00%Q1 2023Q1 20231
Atom Investors LP 110.06%0.06%0.06%Q3 2023Q3 20231
Rinkey Investments 110.02%0.02%0.02%Q4 2021Q4 20211
Destiny Wealth Partners, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
HYMAN CHARLES D 110.02%0.02%0.02%Q2 2020Q2 20201
Darwin Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Legacy Financial Advisors, Inc. 110.00%0.00%0.00%Q1 2019Q1 20191
Tarbox Family Office, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
LAKE STREET FINANCIAL LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Perkins Coie Trust Co 110.00%0.00%0.00%Q1 2020Q1 20201
iSAM Funds (UK) Ltd 110.33%0.33%0.33%Q3 2023Q3 20231
Weiss Asset Management LP 110.02%0.02%0.02%Q2 2021Q2 20211
Polianta Ltd 110.70%0.70%0.70%Q3 2019Q3 20191
Zurich Insurance Group Ltd/FI 110.04%0.04%0.04%Q3 2019Q3 20191
RELIANCE TRUST CO OF DELAWARE 110.04%0.04%0.04%Q1 2019Q1 20191
Bellwether Advisors, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Sivik Global Healthcare LLC 110.11%0.11%0.11%Q1 2020Q1 20201
TIEDEMANN ADVISORS, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Windsor Creek Advisors, LLC 110.15%0.15%0.15%Q1 2021Q1 20211
Highstreet Asset Management Inc. 110.03%0.03%0.03%Q4 2019Q4 20191
CSS LLC/IL 110.01%0.01%0.01%Q2 2019Q2 20191
McElhenny Sheffield Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
NAPLES GLOBAL ADVISORS, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
MACROVIEW INVESTMENT MANAGEMENT LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Castleview Partners, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
TOCQUEVILLE ASSET MANAGEMENT L.P. 110.00%0.00%0.00%Q4 2019Q4 20191
Kimelman & Baird, LLC 111.22%1.22%1.22%Q2 2021Q2 20211
Bogart Wealth, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Stratos Investment Management, LLC 110.04%0.04%0.04%Q3 2021Q3 20211
Independent Wealth Network Inc. 110.13%0.13%0.13%Q4 2021Q4 20211
One Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Sonen Capital LLC 110.46%0.46%0.46%Q2 2023Q2 20231
Donoghue Forlines LLC 110.11%0.11%0.11%Q1 2019Q1 20191
CIBC WORLD MARKETS CORP 110.02%0.02%0.02%Q1 2023Q1 20231
CORBETT ROAD CAPITAL MANAGEMENT, LLC 110.98%0.98%0.98%Q2 2022Q2 20221
Capital Analysts, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Covenant Partners, LLC 110.40%0.40%0.40%Q3 2023Q3 20231
Dynamic Advisor Solutions LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Cassady Schiller Wealth Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
FSM Wealth Advisors, LLC 110.10%0.10%0.10%Q2 2023Q2 20231
Retireful, LLC 110.32%0.32%0.32%Q2 2023Q2 20231
Fortis Capital Management LLC 111.11%1.11%1.11%Q1 2021Q1 20211
M Holdings Securities, Inc. 110.03%0.03%0.03%Q1 2021Q1 20211
JET CAPITAL INVESTORS L P 111.34%1.34%1.34%Q1 2021Q1 20211
Jackson, Grant Investment Advisers, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
MARINO, STRAM & ASSOCIATES LLC 110.09%0.09%0.09%Q2 2021Q2 20211
Impax Asset Management Group plc 110.18%0.18%0.18%Q3 2023Q3 20231
25 LLC 110.00%0.00%0.00%Q2 2023Q2 20231
NEXT Financial Holdings 110.16%0.16%0.16%Q1 2019Q1 20191
PACES FERRY WEALTH ADVISORS, LLC 110.03%0.03%0.03%Q3 2020Q3 20201
Avitas Wealth Management LLC 110.06%0.06%0.06%Q2 2022Q2 20221
TimeScale Financial, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Avidian Wealth Solutions, LLC 110.04%0.04%0.04%Q2 2020Q2 20201
HARVEST GROUP WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Ellis Investment Partners, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
GUARDIAN LIFE INSURANCE CO OF AMERICA 110.02%0.02%0.02%Q4 2019Q4 20191
HBK Sorce Advisory LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Sandy Spring Bank 110.00%0.00%0.00%Q3 2020Q3 20201
Seven Springs Wealth Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
My Personal CFO, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Retirement Group, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
HARVEST MANAGEMENT LLC 110.13%0.13%0.13%Q2 2021Q2 20211
GQ Asset Management, LLC 110.08%0.08%0.08%Q2 2019Q2 20191
Spearhead Capital Advisors, LLC 110.05%0.05%0.05%Q3 2020Q3 20201
Global Wealth Management Investment Advisory, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
First Capital Advisors Group, LLC. 110.01%0.01%0.01%Q2 2023Q2 20231
Wealthspire Advisors, L.P. 110.01%0.01%0.01%Q1 2019Q1 20191
Texas Capital Bank Wealth Management Services Inc 110.08%0.08%0.08%Q3 2020Q3 20201
Gallagher Benefit Services, Inc. 110.04%0.04%0.04%Q4 2022Q4 20221
MinichMacGregor Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
WIPFLI FINANCIAL ADVISORS LLC, 110.01%0.01%0.01%Q3 2022Q3 20221
Meridian Wealth Partners, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Americana Partners, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Vident Advisory, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
ALLSTATE INVESTMENT MANAGEMENT CO 110.01%0.01%0.01%Q4 2022Q4 20221
James Reed Financial Services, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
National Wealth Management Group, LLC 110.55%0.55%0.55%Q3 2023Q3 20231
Raab & Moskowitz Asset Management LLC 110.01%0.01%0.01%Q4 2019Q4 20191
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 110.02%0.02%0.02%Q3 2021Q3 20211
ORRSTOWN FINANCIAL SERVICES INC 110.04%0.04%0.04%Q3 2019Q3 20191
Polar Asset Management Partners Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
Kinloch Capital, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
TIAA CREF INVESTMENT MANAGEMENT LLC 110.02%0.02%0.02%Q1 2019Q1 20191
ASSOCIATED BANC-CORP 110.00%0.00%0.00%Q1 2020Q1 20201
Renasant Bank 110.17%0.17%0.17%Q1 2022Q1 20221
TITLEIST CAPITAL, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
BBR PARTNERS, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
SRB CORP 110.11%0.11%0.11%Q1 2021Q1 20211
USCA RIA LLC 110.01%0.01%0.01%Q1 2020Q1 20201
TEACHERS ADVISORS, LLC 110.04%0.04%0.04%Q1 2019Q1 20191
VALLEY NATIONAL ADVISERS INC 110.00%0.00%0.00%Q3 2023Q3 20231
J.Safra Asset Management Corp 110.00%0.00%0.00%Q3 2023Q3 20231
Ergoteles LLC 110.03%0.03%0.03%Q3 2020Q3 20201
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Industrial Alliance Investment Management Inc. 110.16%0.16%0.16%Q3 2023Q3 20231
Ceros Financial Services Inc. 110.09%0.09%0.09%Q1 2019Q1 20191
Aquire Wealth Advisors, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
Pflug Koory, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
GRANDFIELD & DODD, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Lion Street Advisors, LLC 110.03%0.03%0.03%Q1 2020Q1 20201
Shilanski & Associates, Inc. 110.46%0.46%0.46%Q4 2020Q4 20201
Park Edge Advisors, LLC 110.34%0.34%0.34%Q3 2023Q3 20231
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Ramirez Asset Management, Inc. 110.03%0.03%0.03%Q3 2023Q3 20231
Assured Investment Management LLC 110.01%0.01%0.01%Q1 2019Q1 20191
TCWP LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Next Capital Management LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Metatron Capital SICAV plc 110.37%0.37%0.37%Q4 2021Q4 20211
Point72 Middle East FZE 110.04%0.04%0.04%Q4 2022Q4 20221
B. Riley Wealth Management, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Operose Advisors LLC 110.10%0.10%0.10%Q3 2023Q3 20231
DLD Asset Management, LP 110.04%0.04%0.04%Q2 2021Q2 20211
OARSMAN CAPITAL, INC. 110.09%0.09%0.09%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
OLIVER LAGORE VANVALIN INVESTMENT GROUP 110.00%0.00%0.00%Q3 2023Q3 20231
Catalyst Capital Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 110.02%0.02%0.02%Q4 2020Q4 20201
MARSHALL WACE ASIA Ltd 110.00%0.00%0.00%Q1 2020Q1 20201
Dorsey & Whitney Trust CO LLC 110.03%0.03%0.03%Q3 2019Q3 20191
HANCOCK WHITNEY INVESTMENT SERVICES INC. 110.06%0.06%0.06%Q4 2021Q4 20211
HNP Capital LLC 110.05%0.05%0.05%Q1 2020Q1 20201
INVESTMENT PARTNERS, LTD. 110.07%0.07%0.07%Q3 2022Q3 20221
StoneX Group Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
External links

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