TRANE TECHNOLOGIES PLC shareholder history

Current and past TRANE TECHNOLOGIES PLC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 15150.00%0.00%0.01%Q1 2020Q3 202345
Citadel Advisors 15150.00%0.00%0.04%Q1 2020Q3 202344
Walleye Trading LLC 15150.00%0.01%0.08%Q1 2020Q3 202334
CAPSTONE INVESTMENT ADVISORS, LLC 1130.00%0.01%0.04%Q1 2020Q3 202333
Anchor Investment Management, LLC 28280.00%0.01%0.01%Q1 2017Q4 202328
WEST PACES ADVISORS INC. 28280.01%0.03%0.06%Q4 2016Q3 202328
WOLVERINE TRADING, LLC 820.00%0.00%0.02%Q2 2020Q3 202325
JANE STREET GROUP, LLC 15150.00%0.00%0.01%Q1 2020Q3 202325
Squarepoint Ops LLC 15150.00%0.03%0.16%Q1 2020Q3 202324
CITIGROUP INC 15150.00%0.01%0.04%Q1 2020Q3 202323
UBS Group AG 15150.00%0.02%0.06%Q1 2020Q3 202323
Parallax Volatility Advisers, L.P. 720.00%0.00%0.01%Q1 2020Q3 202322
MILLENNIUM MANAGEMENT LLC 15150.00%0.03%0.12%Q1 2020Q3 202322
Sutton Wealth Advisors Inc. 22220.00%0.01%0.02%Q2 2018Q3 202322
HALBERT HARGROVE GLOBAL ADVISORS, LLC 15150.03%0.08%0.11%Q1 2020Q3 202320
MAI Capital Management 15150.01%0.03%0.05%Q1 2020Q3 202320
Creative Planning 15150.00%0.00%0.01%Q1 2020Q3 202319
RAYMOND JAMES & ASSOCIATES 15150.00%0.11%0.17%Q1 2020Q3 202319
TUDOR INVESTMENT CORP ET AL 910.00%0.03%0.11%Q1 2020Q3 202319
CWM, LLC 1080.00%0.00%0.01%Q1 2019Q3 202318
CREDIT SUISSE AG/ 15150.00%0.06%0.13%Q1 2020Q3 202318
D. E. Shaw & Co., Inc. 15150.00%0.03%0.08%Q1 2020Q3 202317
BANK OF MONTREAL /CAN/ 1220.00%0.03%0.04%Q1 2020Q3 202316
Montecito Bank & Trust 16160.24%0.42%0.64%Q1 2020Q4 202316
BALDWIN BROTHERS LLC/MA 16160.01%0.02%0.04%Q1 2020Q4 202316
NEVILLE RODIE & SHAW INC 16160.02%0.05%0.08%Q1 2020Q4 202316
WELLS FARGO & COMPANY/MN 15150.00%0.04%0.06%Q1 2020Q3 202316
PARK NATIONAL CORP /OH/ 16160.04%0.41%0.78%Q1 2020Q4 202316
GOLDMAN SACHS GROUP INC 15150.00%0.05%0.07%Q1 2020Q3 202316
COUNTRY TRUST BANK 16160.00%0.07%0.68%Q1 2020Q4 202316
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 15150.00%0.07%0.42%Q1 2020Q3 202316
Versant Capital Management, Inc 16160.01%0.02%0.02%Q1 2020Q4 202316
MACQUARIE GROUP LTD 15150.00%0.02%0.09%Q1 2020Q3 202315
Utah Retirement Systems 15150.07%0.10%0.11%Q1 2020Q3 202315
AMERICAN INTERNATIONAL GROUP, INC. 15150.05%0.06%0.08%Q1 2020Q3 202315
MCF Advisors LLC 15150.01%0.15%2.20%Q1 2020Q3 202315
HBK Sorce Advisory LLC 15150.02%0.02%0.04%Q1 2020Q3 202315
Tredje AP-fonden 15150.06%0.13%0.21%Q1 2020Q3 202315
REGIONS FINANCIAL CORP 15150.02%0.03%0.03%Q1 2020Q3 202315
Capital Analysts, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 15150.07%0.09%0.10%Q1 2020Q3 202315
Jackson, Grant Investment Advisers, Inc. 15150.09%0.12%0.16%Q1 2020Q3 202315
West Oak Capital, LLC 15150.16%0.18%0.22%Q1 2020Q3 202315
Northeast Financial Consultants Inc 15150.05%0.09%0.16%Q1 2020Q3 202315
Paradigm Financial Partners, LLC 15150.40%0.51%0.59%Q1 2020Q3 202315
Zurcher Kantonalbank (Zurich Cantonalbank) 15150.05%0.07%0.12%Q1 2020Q3 202315
McIlrath & Eck, LLC 15150.01%0.01%0.02%Q1 2020Q3 202315
RESOURCES MANAGEMENT CORP /CT/ /ADV 15150.00%0.29%0.40%Q1 2020Q3 202315
MORGAN STANLEY 15150.03%0.04%0.06%Q1 2020Q3 202315
LOWE BROCKENBROUGH & CO INC 15150.65%0.78%0.94%Q1 2020Q3 202315
Front Row Advisors LLC 15150.02%0.09%0.18%Q1 2020Q3 202315
Swiss National Bank 15150.07%0.10%0.12%Q1 2020Q3 202315
CULLINAN ASSOCIATES INC 15150.02%0.03%0.04%Q1 2020Q3 202315
Crossmark Global Holdings, Inc. 15150.04%0.06%0.12%Q1 2020Q3 202315
SUMITOMO LIFE INSURANCE CO 15150.03%0.07%0.19%Q1 2020Q3 202315
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 15150.07%0.09%0.11%Q1 2020Q3 202315
D.A. DAVIDSON & CO. 15150.01%0.01%0.01%Q1 2020Q3 202315
QUADRANT CAPITAL GROUP LLC 15150.04%0.05%0.07%Q1 2020Q3 202315
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 15150.00%0.01%0.01%Q1 2020Q3 202315
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 15150.05%0.07%0.08%Q1 2020Q3 202315
Bank of New York Mellon Corp 15150.11%0.15%0.20%Q1 2020Q3 202315
Oakworth Capital, Inc. 15150.00%0.00%0.01%Q1 2020Q3 202315
PANAGORA ASSET MANAGEMENT INC 15150.01%0.16%0.57%Q1 2020Q3 202315
Stratos Wealth Partners, LTD. 15150.02%0.02%0.02%Q1 2020Q3 202315
ARCADIA INVESTMENT MANAGEMENT CORP/MI 15150.82%1.09%1.26%Q1 2020Q3 202315
Dai-ichi Life Insurance Company, Ltd 15150.01%0.05%0.09%Q1 2020Q3 202315
MASSMUTUAL TRUST CO FSB/ADV 15150.00%0.00%0.01%Q2 2020Q4 202315
Heritage Trust Co 15150.05%0.08%0.23%Q1 2020Q3 202315
SALEM INVESTMENT COUNSELORS INC 15150.09%0.12%0.18%Q1 2020Q3 202315
Harbor Advisors LLC 15150.06%0.09%0.15%Q1 2020Q3 202315
UNITED CAPITAL FINANCIAL ADVISORS, LLC 15150.00%0.01%0.01%Q1 2020Q3 202315
J.P. Morgan Private Wealth Advisors LLC 15150.01%0.03%0.06%Q1 2020Q3 202315
Nuveen Asset Management, LLC 15150.14%0.19%0.23%Q1 2020Q3 202315
First Horizon Advisors, Inc. 15150.02%0.03%0.05%Q1 2020Q3 202315
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 15150.08%0.11%0.12%Q1 2020Q3 202315
Westhampton Capital, LLC 15150.28%0.39%0.47%Q1 2020Q3 202315
AE Wealth Management LLC 15150.02%0.04%0.07%Q1 2020Q3 202315
Arizona State Retirement System 15150.07%0.10%0.15%Q1 2020Q3 202315
WESTFIELD CAPITAL MANAGEMENT CO LP 15150.01%0.55%1.19%Q1 2020Q3 202315
RHUMBLINE ADVISERS 15150.07%0.09%0.11%Q1 2020Q3 202315
Man Group plc 15150.01%0.25%0.70%Q1 2020Q3 202315
FIRST MANHATTAN CO. LLC. 15150.00%0.00%0.00%Q1 2020Q3 202315
HighTower Advisors, LLC 15150.01%0.02%0.04%Q1 2020Q3 202315
Parkside Financial Bank & Trust 15150.01%0.02%0.03%Q1 2020Q3 202315
BROWN BROTHERS HARRIMAN & CO 15150.00%0.01%0.01%Q1 2020Q3 202315
WASHINGTON TRUST Co 15150.00%0.01%0.01%Q1 2020Q3 202315
Janney Montgomery Scott LLC 15150.03%0.06%0.11%Q1 2020Q3 202315
Eventide Asset Management 15150.05%1.79%2.88%Q1 2020Q3 202315
Zions Bancorporation, N.A. 15150.00%0.02%0.03%Q1 2020Q3 202315
Murphy, Middleton, Hinkle & Parker, Inc. 15150.45%0.56%0.64%Q1 2020Q3 202315
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 15150.03%0.07%0.14%Q1 2020Q3 202315
AQR Capital Management 15150.02%0.12%0.37%Q1 2020Q3 202315
MARIETTA INVESTMENT PARTNERS LLC 15150.22%0.45%0.67%Q1 2020Q3 202315
FIDUCIARY TRUST CO 15150.02%0.02%0.03%Q1 2020Q3 202315
Ninety One UK Ltd 15150.58%1.13%1.53%Q1 2020Q3 202315
VOYA INVESTMENT MANAGEMENT LLC 15150.03%0.07%0.57%Q1 2020Q3 202315
Cetera Advisor Networks LLC 15150.04%0.06%0.08%Q1 2020Q3 202315
M&T BANK CORP 15150.05%0.07%0.09%Q1 2020Q3 202315
HM PAYSON & CO 15150.02%0.03%0.04%Q1 2020Q3 202315
Morse Asset Management, Inc 15150.13%0.20%0.33%Q1 2020Q3 202315
Meridian Wealth Advisors, LLC 15150.24%0.61%1.07%Q1 2020Q3 202315
State of Tennessee, Treasury Department 15150.02%0.08%0.20%Q1 2020Q3 202315
PRUDENTIAL FINANCIAL INC 15150.02%0.04%0.06%Q1 2020Q3 202315
Hanson & Doremus Investment Management 15150.04%0.06%0.07%Q1 2020Q3 202315
Trust Investment Advisors 15151.09%1.32%1.49%Q1 2020Q3 202315
MOODY LYNN & LIEBERSON, LLC 15150.03%0.12%0.53%Q1 2020Q3 202315
Disciplined Investments, LLC 15150.01%0.01%0.01%Q4 2019Q2 202315
PITCAIRN CO 15150.03%0.04%0.05%Q1 2020Q3 202315
Savant Capital, LLC 15150.01%0.02%0.02%Q1 2020Q3 202315
AUXIER ASSET MANAGEMENT 15150.16%0.21%0.28%Q1 2020Q3 202315
Community Bank, N.A. 15150.02%0.03%0.03%Q1 2020Q3 202315
CIBC Asset Management Inc 15150.01%0.01%0.03%Q1 2020Q3 202315
ADVISORS MANAGEMENT GROUP INC /ADV 15150.08%0.15%0.20%Q1 2020Q3 202315
Farmers & Merchants Trust Co of Long Beach 15150.10%0.13%0.15%Q1 2020Q3 202315
VIKING FUND MANAGEMENT LLC 15150.20%0.39%0.58%Q1 2020Q3 202315
S&CO INC 15150.02%0.04%0.06%Q1 2020Q3 202315
Private Advisor Group, LLC 1210.00%0.01%0.03%Q2 2020Q3 202315
Fisher Asset Management, LLC 15150.00%0.06%0.24%Q1 2020Q3 202315
FIRST CITIZENS BANK & TRUST CO 15150.00%0.11%0.20%Q1 2020Q3 202315
Atria Investments, Inc 15150.06%0.12%0.16%Q1 2020Q3 202315
HOLDERNESS INVESTMENTS CO 15150.22%0.31%0.36%Q1 2020Q3 202315
Asset Management One Co., Ltd. 15150.05%0.07%0.09%Q1 2020Q3 202315
TWO SIGMA ADVISERS, LP 15150.00%0.05%0.13%Q1 2020Q3 202315
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 15150.12%0.33%0.39%Q1 2020Q3 202315
FEDERATED HERMES, INC. 15150.29%0.54%0.74%Q1 2020Q3 202315
VICTORY CAPITAL MANAGEMENT INC 15150.01%0.07%0.20%Q1 2020Q3 202315
COMMONWEALTH EQUITY SERVICES, LLC 15150.01%0.01%0.02%Q1 2020Q3 202315
SG Americas Securities, LLC 15150.00%0.08%0.29%Q1 2020Q3 202315
DAVENPORT & Co LLC 15150.03%0.05%0.07%Q1 2020Q3 202315
BAILARD, INC. 15150.20%0.26%0.33%Q1 2020Q3 202315
PNC FINANCIAL SERVICES GROUP, INC. 15150.03%0.04%0.06%Q1 2020Q3 202315
DUNCKER STREETT & CO INC 15150.02%0.02%0.03%Q1 2020Q3 202315
IFP Advisors, Inc 15150.01%0.01%0.04%Q1 2020Q3 202315
JACKSON SQUARE CAPITAL, LLC 15150.18%0.43%0.71%Q1 2020Q3 202315
EAGLE GLOBAL ADVISORS LLC 15150.86%1.16%1.35%Q1 2020Q3 202315
Mirae Asset Global Investments Co., Ltd. 15150.01%0.24%0.41%Q1 2020Q3 202315
LOS ANGELES CAPITAL MANAGEMENT LLC 15150.03%0.10%0.25%Q1 2020Q3 202315
STATE OF MICHIGAN RETIREMENT SYSTEM 15150.05%0.06%0.08%Q1 2020Q3 202315
Grove Bank & Trust 15150.18%0.26%0.32%Q1 2020Q3 202315
Horan Capital Advisors, LLC. 15151.38%1.82%2.11%Q1 2020Q3 202315
SEGALL BRYANT & HAMILL, LLC 15150.01%0.02%0.03%Q1 2020Q3 202315
ALPINE WOODS CAPITAL INVESTORS, LLC 15150.11%0.89%1.34%Q1 2020Q3 202315
SIT INVESTMENT ASSOCIATES INC 15150.04%0.13%0.26%Q1 2020Q3 202315
MARTIN & CO INC /TN/ 15151.18%1.71%2.16%Q1 2020Q3 202315
Bragg Financial Advisors, Inc 15150.23%0.29%0.35%Q1 2020Q3 202315
Meiji Yasuda Asset Management Co Ltd. 15150.02%0.06%0.12%Q1 2020Q3 202315
Banque Cantonale Vaudoise 15150.10%0.19%0.25%Q1 2020Q3 202315
ROYAL BANK OF CANADA 15150.04%0.07%0.10%Q1 2020Q3 202315
WELLINGTON MANAGEMENT GROUP LLP 15150.02%0.19%0.42%Q1 2020Q3 202315
Laird Norton Wetherby Wealth Management, LLC 15150.05%0.07%0.09%Q1 2020Q3 202315
Parallel Advisors, LLC 15150.01%0.01%0.02%Q1 2020Q3 202315
Sumitomo Mitsui DS Asset Management Company, Ltd 15150.05%0.11%0.22%Q1 2020Q3 202315
AMF Tjanstepension AB 15150.10%0.31%0.59%Q1 2020Q3 202315
THRIVENT FINANCIAL FOR LUTHERANS 15150.00%0.02%0.12%Q1 2020Q3 202315
CONDOR CAPITAL MANAGEMENT 15150.24%0.33%0.44%Q1 2020Q3 202315
AdvisorNet Financial, Inc 15150.00%0.01%0.02%Q1 2020Q3 202315
CITY HOLDING CO 15150.49%0.61%0.73%Q1 2020Q3 202315
RAYMOND JAMES TRUST N.A. 15150.08%0.11%0.13%Q1 2020Q3 202315
PEDDOCK CAPITAL ADVISORS, LLC 15150.18%0.24%0.30%Q1 2020Q3 202315
Fruth Investment Management 15150.86%1.11%1.32%Q1 2020Q3 202315
TrinityPoint Wealth, LLC 15150.14%0.27%0.37%Q1 2020Q3 202315
BANK OF AMERICA CORP /DE/ 15150.04%0.06%0.07%Q1 2020Q3 202315
BEESE FULMER INVESTMENT MANAGEMENT, INC. 15150.17%0.21%0.24%Q1 2020Q3 202315
PARK AVENUE SECURITIES LLC 15150.03%0.05%0.06%Q1 2020Q3 202315
BROWN ADVISORY INC 15150.00%0.00%0.01%Q1 2020Q3 202315
FARMERS TRUST CO 15150.08%0.10%0.12%Q1 2020Q3 202315
BANK OF NOVA SCOTIA 15150.00%0.02%0.11%Q1 2020Q3 202315
ProShare Advisors LLC 15150.01%0.02%0.02%Q1 2020Q3 202315
JNBA Financial Advisors 15150.00%0.01%0.01%Q1 2020Q3 202315
Financial Management Professionals, Inc. 15150.02%0.02%0.03%Q1 2020Q3 202315
STATE STREET CORP 15150.08%0.09%0.11%Q1 2020Q3 202315
TRUIST FINANCIAL CORP 15150.06%0.10%0.12%Q1 2020Q3 202315
Symmetry Partners, LLC 15150.08%0.12%0.15%Q1 2020Q3 202315
WEATHERLY ASSET MANAGEMENT L. P. 15150.28%0.33%0.39%Q1 2020Q3 202315
North Star Investment Management Corp. 15150.00%0.01%0.01%Q1 2020Q3 202315
Retirement Systems of Alabama 15150.04%0.05%0.06%Q1 2020Q3 202315
FIRST HAWAIIAN BANK 15150.08%0.12%0.15%Q1 2020Q3 202315
BOWEN HANES & CO INC 15150.02%0.03%0.04%Q1 2020Q3 202315
Farmers & Merchants Trust Co of Chambersburg PA 15150.01%0.01%0.03%Q1 2020Q3 202315
Rockefeller Capital Management L.P. 15150.01%0.02%0.04%Q1 2020Q3 202315
TRILLIUM ASSET MANAGEMENT, LLC 15151.04%1.49%1.90%Q1 2020Q3 202315
PUBLIC SECTOR PENSION INVESTMENT BOARD 15150.02%0.03%0.04%Q1 2020Q3 202315
Cetera Advisors LLC 15150.01%0.02%0.03%Q1 2020Q3 202315
SYSTEMATIC FINANCIAL MANAGEMENT LP 15150.02%0.03%0.03%Q1 2020Q3 202315
Douglass Winthrop Advisors, LLC 15150.03%0.13%0.20%Q1 2020Q3 202315
Clear Harbor Asset Management, LLC 15150.01%0.07%0.09%Q1 2020Q3 202315
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 15150.33%0.41%0.49%Q1 2020Q3 202315
JOHN G ULLMAN & ASSOCIATES INC 15150.25%0.35%0.45%Q1 2020Q3 202315
Greenwich Wealth Management LLC 15150.29%0.42%0.80%Q1 2020Q3 202315
Raymond James Financial Services Advisors, Inc. 15150.12%0.18%0.23%Q1 2020Q3 202315
APG Asset Management N.V. 15150.07%0.16%0.24%Q1 2020Q3 202315
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 15150.28%0.39%0.50%Q1 2020Q3 202315
SVB WEALTH LLC 15150.01%0.01%0.03%Q1 2020Q3 202315
KEYBANK NATIONAL ASSOCIATION/OH 15150.01%0.02%0.02%Q1 2020Q3 202315
GEODE CAPITAL MANAGEMENT, LLC 15150.07%0.10%0.12%Q1 2020Q3 202315
SENTRY INVESTMENT MANAGEMENT LLC 15150.08%0.11%0.13%Q1 2020Q3 202315
Murphy Pohlad Asset Management LLC 15150.15%0.18%0.23%Q1 2020Q3 202315
Fernwood Investment Management, LLC 15150.11%0.14%0.16%Q1 2020Q3 202315
Tower Research Capital LLC (TRC) 15150.01%0.05%0.12%Q1 2020Q3 202315
FinTrust Capital Advisors, LLC 15150.01%0.03%0.22%Q1 2020Q3 202315
LAZARD ASSET MANAGEMENT LLC 15150.00%0.02%0.05%Q1 2020Q3 202315
EXCALIBUR MANAGEMENT CORP 15150.17%0.22%0.29%Q1 2020Q3 202315
FineMark National Bank & Trust 15150.33%0.43%0.57%Q1 2020Q3 202315
Bellecapital International Ltd. 15150.15%0.21%0.26%Q1 2020Q3 202315
CENTRAL TRUST Co 15150.07%0.09%0.11%Q1 2020Q3 202315
NISA INVESTMENT ADVISORS, LLC 15150.07%0.10%0.20%Q1 2020Q3 202315
DIMENSIONAL FUND ADVISORS LP 15150.05%0.09%0.12%Q1 2020Q3 202315
MANUFACTURERS LIFE INSURANCE COMPANY, THE 15150.02%0.05%0.09%Q1 2020Q3 202315
B. Riley Wealth Advisors, Inc. 15150.01%0.02%0.03%Q1 2020Q3 202315
Sandy Spring Bank 15150.00%0.07%0.14%Q1 2020Q3 202315
SeaCrest Wealth Management, LLC 15150.04%0.06%0.07%Q1 2020Q3 202315
PEAPACK GLADSTONE FINANCIAL CORP 15150.23%0.34%0.42%Q1 2020Q3 202315
KCM INVESTMENT ADVISORS LLC 15150.06%0.61%0.91%Q1 2020Q3 202315
State of New Jersey Common Pension Fund D 15150.06%0.08%0.09%Q1 2020Q3 202315
State of Alaska, Department of Revenue 15150.09%0.12%0.17%Q1 2020Q3 202315
Hartford Financial Management Inc. 15150.05%0.07%0.08%Q1 2020Q3 202315
Steward Partners Investment Advisory, LLC 15150.09%0.13%0.17%Q1 2020Q3 202315
GUYASUTA INVESTMENT ADVISORS INC 15150.05%0.06%0.08%Q1 2020Q3 202315
OLD SECOND NATIONAL BANK OF AURORA 15150.01%0.02%0.02%Q1 2020Q3 202315
FORSTA AP-FONDEN 15150.08%0.14%0.19%Q1 2020Q3 202315
GAMCO INVESTORS, INC. ET AL 15150.01%0.01%0.02%Q1 2020Q3 202315
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 15150.20%0.28%0.37%Q1 2020Q3 202315
Ninety One North America, Inc. 15150.12%0.31%1.36%Q1 2020Q3 202315
Manchester Capital Management LLC 15150.01%0.02%0.03%Q1 2020Q3 202315
OPPENHEIMER & CO INC 15150.03%0.05%0.07%Q1 2020Q3 202315
COMMERCE BANK 15150.14%0.23%0.36%Q1 2020Q3 202315
Marietta Wealth Management, LLC 15150.23%0.75%1.03%Q1 2020Q3 202315
FMR LLC 15150.03%0.09%0.13%Q1 2020Q3 202315
Penserra Capital Management LLC 15150.00%0.01%0.01%Q1 2020Q3 202315
THOMPSON INVESTMENT MANAGEMENT, INC. 15150.06%0.08%0.09%Q1 2020Q3 202315
SPINNAKER TRUST 15150.02%0.03%0.04%Q1 2020Q3 202315
BESSEMER GROUP INC 15150.00%0.00%0.00%Q1 2020Q3 202315
BLB&B Advisors, LLC 15150.07%0.32%0.54%Q1 2020Q3 202315
NEW YORK STATE COMMON RETIREMENT FUND 15150.08%0.11%0.16%Q1 2020Q3 202315
Kentucky Retirement Systems Insurance Trust Fund 15150.08%0.11%0.13%Q1 2020Q3 202315
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 15150.08%0.09%0.11%Q1 2020Q3 202315
Texas Yale Capital Corp. 15150.05%0.06%0.08%Q1 2020Q3 202315
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 15150.05%0.06%0.07%Q1 2020Q3 202315
MERCER GLOBAL ADVISORS INC /ADV 15150.02%0.04%0.06%Q1 2020Q3 202315
Louisiana State Employees Retirement System 15150.05%0.06%0.07%Q1 2020Q3 202315
Prestige Wealth Management Group LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
ALLIANCEBERNSTEIN L.P. 15150.02%0.03%0.04%Q1 2020Q3 202315
Vestcor Inc 15150.02%0.04%0.10%Q1 2020Q3 202315
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 15150.00%0.06%0.09%Q1 2020Q3 202315
Ameritas Investment Partners, Inc. 15150.02%0.02%0.02%Q1 2020Q3 202315
JANUS HENDERSON GROUP PLC 15150.03%0.13%0.22%Q1 2020Q3 202315
Gotham Asset Management, LLC 15150.02%0.19%0.53%Q1 2020Q3 202315
ClearBridge Investments 15150.03%0.05%0.08%Q1 2020Q3 202315
GREENLEAF TRUST 15150.01%0.01%0.01%Q1 2020Q3 202315
UBS ASSET MANAGEMENT AMERICAS INC 15150.10%0.15%0.21%Q1 2020Q3 202315
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 15150.04%0.20%0.53%Q1 2020Q3 202315
Buckley Wealth Management, LLC 15150.16%0.24%0.33%Q1 2020Q3 202315
PRICE T ROWE ASSOCIATES INC /MD/ 15150.01%0.03%0.10%Q1 2020Q3 202315
Sigma Planning Corp 15150.02%0.03%0.03%Q1 2020Q3 202315
Colonial Trust Advisors 15150.63%0.78%0.94%Q1 2020Q3 202315
GENERATION INVESTMENT MANAGEMENT LLP 15151.03%2.73%5.30%Q1 2020Q3 202315
Ninety One SA (PTY) Ltd 15150.02%0.56%1.67%Q1 2020Q3 202315
Impax Asset Management Group plc 15150.94%1.13%1.25%Q1 2020Q3 202315
FENIMORE ASSET MANAGEMENT INC 15151.75%2.28%2.76%Q1 2020Q3 202315
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 15150.02%0.05%0.08%Q1 2020Q3 202315
CIGNA INVESTMENTS INC /NEW 15150.06%0.09%0.11%Q1 2020Q3 202315
NJ State Employees Deferred Compensation Plan 15150.08%0.11%0.13%Q1 2020Q3 202315
GABLES CAPITAL MANAGEMENT INC. 15150.01%0.01%0.02%Q1 2020Q3 202315
First Financial Bank - Trust Division 15150.07%0.08%0.12%Q2 2020Q4 202315
PEAK6 Investments LLC 910.00%0.01%0.02%Q2 2020Q3 202315
Norinchukin Bank, The 15150.03%0.05%0.06%Q1 2020Q3 202315
ARGENT CAPITAL MANAGEMENT LLC 15150.03%0.04%0.05%Q1 2020Q3 202315
BURNEY CO/ 15150.02%0.03%0.04%Q1 2020Q3 202315
Compagnie Lombard Odier SCmA 15150.38%0.57%0.80%Q1 2020Q3 202315
JPMORGAN CHASE & CO 15150.14%0.32%0.41%Q1 2020Q3 202315
WHITTIER TRUST CO OF NEVADA INC 15150.00%0.01%0.01%Q1 2020Q3 202315
Carnegie Capital Asset Management, LLC 15150.02%0.04%0.07%Q1 2020Q3 202315
ESSEX INVESTMENT MANAGEMENT CO LLC 15150.02%0.04%0.06%Q1 2020Q3 202315
Lindbrook Capital, LLC 15150.01%0.03%0.05%Q1 2020Q3 202315
TEXAS PERMANENT SCHOOL FUND CORP 15150.06%0.08%0.09%Q1 2020Q3 202315
Heritage Wealth Advisors 15150.03%0.04%0.06%Q1 2020Q3 202315
NATIXIS ADVISORS, L.P. 15150.07%0.11%0.17%Q1 2020Q3 202315
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 15150.00%0.02%0.04%Q1 2020Q3 202315
CAPTRUST FINANCIAL ADVISORS 15150.01%0.01%0.02%Q1 2020Q3 202315
Mitsubishi UFJ Trust & Banking Corp 15150.04%0.06%0.08%Q1 2020Q3 202315
Baldwin Investment Management, LLC 15150.11%0.13%0.16%Q1 2020Q3 202315
STATE OF WISCONSIN INVESTMENT BOARD 15150.06%0.11%0.14%Q1 2020Q3 202315
Argyle Capital Management Inc. 15150.11%0.17%0.22%Q1 2020Q3 202315
SEI INVESTMENTS CO 15150.01%0.02%0.02%Q1 2020Q3 202315
FDx Advisors, Inc. 15150.01%0.03%0.07%Q1 2020Q3 202315
FINANCIAL COUNSELORS INC 15150.01%0.01%0.01%Q1 2020Q3 202315
SYNOVUS FINANCIAL CORP 15150.01%0.01%0.02%Q1 2020Q3 202315
Birch Hill Investment Advisors LLC 15150.24%0.34%0.45%Q1 2020Q3 202315
Northstar Group, Inc. 15150.10%0.12%0.15%Q1 2020Q3 202315
WHITTIER TRUST CO 15150.01%0.01%0.01%Q1 2020Q3 202315
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 15150.05%0.07%0.09%Q1 2020Q3 202315
Coastline Trust Co 15150.06%0.11%0.16%Q1 2020Q3 202315
Kinneret Advisory, LLC 15150.19%0.28%0.40%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.01%0.02%0.03%Q1 2020Q3 202315
Russell Investments Group, Ltd. 15150.03%0.08%0.17%Q1 2020Q3 202315
Aristotle Atlantic Partners, LLC 15150.06%0.95%2.27%Q1 2020Q3 202315
Neuberger Berman Group LLC 15150.01%0.03%0.06%Q1 2020Q3 202315
FIFTH THIRD BANCORP 15150.00%0.01%0.02%Q1 2020Q3 202315
CONNING INC. 15150.01%0.01%0.02%Q1 2020Q3 202315
ENTERPRISE FINANCIAL SERVICES CORP 15150.00%0.08%0.22%Q1 2020Q3 202315
Cambridge Investment Research Advisors, Inc. 15150.00%0.01%0.01%Q1 2020Q3 202315
Aspen Investment Management Inc 15150.28%0.48%0.67%Q1 2020Q3 202315
Illinois Municipal Retirement Fund 15150.03%0.22%0.51%Q1 2020Q3 202315
KBC Group NV 15150.07%0.22%0.41%Q1 2020Q3 202315
Harrington Investments, INC 15150.20%0.25%0.31%Q1 2020Q3 202315
Cerity Partners LLC 15150.01%0.05%0.09%Q1 2020Q3 202315
Avondale Wealth Management 15150.03%0.05%0.07%Q1 2020Q3 202315
CI INVESTMENTS INC. 15150.00%0.21%0.60%Q1 2020Q3 202315
AVIVA PLC 15150.16%0.46%0.78%Q1 2020Q3 202315
SIGNATUREFD, LLC 15150.01%0.02%0.03%Q1 2020Q3 202315
DekaBank Deutsche Girozentrale 15150.08%0.16%0.24%Q1 2020Q3 202315
Treasurer of the State of North Carolina 15150.07%0.09%0.11%Q1 2020Q3 202315
PATHSTONE FAMILY OFFICE, LLC 15150.01%0.04%0.10%Q1 2020Q3 202315
TEACHER RETIREMENT SYSTEM OF TEXAS 15150.01%0.09%0.22%Q1 2020Q3 202315
CLIFFORD SWAN INVESTMENT COUNSEL LLC 15150.07%0.10%0.12%Q1 2020Q3 202315
abrdn plc 15150.14%0.37%0.73%Q1 2020Q3 202315
AXA S.A. 15150.05%0.11%0.19%Q1 2020Q3 202315
Bienville Capital Management, LLC 15150.02%0.16%0.47%Q1 2020Q3 202315
TOCQUEVILLE ASSET MANAGEMENT L.P. 15150.01%0.02%0.02%Q1 2020Q3 202315
CULLEN/FROST BANKERS, INC. 15150.01%0.02%0.02%Q1 2020Q3 202315
Pinion Investment Advisors, LLC 15150.29%0.40%0.50%Q1 2020Q3 202315
Geneos Wealth Management Inc. 15150.00%0.01%0.02%Q1 2020Q3 202315
Roundview Capital LLC 15150.06%0.08%0.10%Q1 2020Q3 202315
Center for Financial Planning, Inc. 15150.00%0.07%0.09%Q1 2020Q3 202315
Fiera Capital Corp 15150.00%0.00%0.00%Q1 2020Q3 202315
River Wealth Advisors LLC 15150.63%0.76%0.90%Q1 2020Q3 202315
GUGGENHEIM CAPITAL LLC 15150.01%0.01%0.02%Q1 2020Q3 202315
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 15150.08%0.11%0.14%Q1 2020Q3 202315
SECURIAN ASSET MANAGEMENT, INC 15150.05%0.07%0.10%Q1 2020Q3 202315
VANGUARD GROUP INC 15150.06%0.08%0.09%Q1 2020Q3 202315
MML INVESTORS SERVICES, LLC 15150.01%0.01%0.02%Q1 2020Q3 202315
CIBC WORLD MARKETS CORP 15150.01%0.03%0.11%Q1 2020Q3 202315
CHARTWELL INVESTMENT PARTNERS, LLC 15150.01%0.06%0.09%Q1 2020Q3 202315
Avior Wealth Management, LLC 15150.00%0.00%0.03%Q1 2020Q3 202315
BENJAMIN F. EDWARDS & COMPANY, INC. 15150.05%0.07%0.09%Q1 2020Q3 202315
Acropolis Investment Management, LLC 15150.02%0.03%0.04%Q1 2020Q3 202315
RKL Wealth Management LLC 15150.19%0.24%0.26%Q1 2020Q3 202315
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 15150.05%0.11%0.22%Q1 2020Q3 202315
FRG Family Wealth Advisors LLC 15150.35%0.42%0.49%Q1 2020Q3 202315
MONTAG A & ASSOCIATES INC 15150.03%0.05%0.11%Q1 2020Q3 202315
Broderick Brian C 15150.15%0.19%0.22%Q1 2020Q3 202315
Invesco Ltd. 15150.04%0.12%0.19%Q1 2020Q3 202315
ST GERMAIN D J CO INC 1230.00%0.04%0.05%Q1 2020Q4 202315
FLPUTNAM INVESTMENT MANAGEMENT CO 15150.03%0.09%0.52%Q1 2020Q3 202315
TWO SIGMA SECURITIES, LLC 510.00%0.01%0.02%Q1 2020Q3 202315
CANADA PENSION PLAN INVESTMENT BOARD 15150.00%0.02%0.05%Q1 2020Q3 202315
DEUTSCHE BANK AG\ 15150.04%0.06%0.08%Q1 2020Q3 202315
PINNACLE ASSOCIATES LTD 15150.02%0.02%0.04%Q1 2020Q3 202315
CIBC WORLD MARKET INC. 15150.00%0.01%0.02%Q1 2020Q3 202315
PROFUND ADVISORS LLC 15150.02%0.02%0.03%Q1 2020Q3 202315
Beacon Pointe Advisors, LLC 15150.02%0.03%0.05%Q1 2020Q3 202315
Avantax Planning Partners, Inc. 15150.02%0.03%0.04%Q1 2020Q3 202315
WEBSTER BANK, N. A. 15150.01%0.02%0.03%Q1 2020Q3 202315
Mitsubishi UFJ Asset Management Co., Ltd. 15150.07%0.08%0.10%Q1 2020Q3 202315
Notis-McConarty Edward 15150.28%0.36%0.44%Q1 2020Q3 202315
Fulcrum Capital LLC 15150.15%1.96%2.74%Q1 2020Q3 202315
Smithfield Trust Co 15150.01%0.02%0.04%Q1 2020Q3 202315
Gulf International Bank (UK) Ltd 15150.08%0.14%0.22%Q1 2020Q3 202315
Wealth Alliance 15150.10%0.15%0.19%Q1 2020Q3 202315
ROYAL LONDON ASSET MANAGEMENT LTD 15150.06%0.45%0.78%Q1 2020Q3 202315
FIRST TRUST ADVISORS LP 15150.00%0.08%0.24%Q1 2020Q3 202315
ASSETMARK, INC 15150.00%0.00%0.02%Q1 2020Q3 202315
HUNTINGTON NATIONAL BANK 15150.01%0.01%0.01%Q1 2020Q3 202315
Daiwa Securities Group Inc. 15150.00%0.08%0.12%Q1 2020Q3 202315
GABELLI FUNDS LLC 15150.06%0.08%0.17%Q1 2020Q3 202315
FRANKLIN RESOURCES INC 15150.06%0.10%0.15%Q1 2020Q3 202315
SCHRODER INVESTMENT MANAGEMENT GROUP 15150.05%0.29%0.56%Q1 2020Q3 202315
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 15150.31%0.53%1.03%Q1 2020Q3 202315
AMERICAN CENTURY COMPANIES INC 15150.06%0.08%0.12%Q1 2020Q3 202315
MARK SHEPTOFF FINANCIAL PLANNING, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
KANAWHA CAPITAL MANAGEMENT LLC 15150.05%0.08%0.10%Q1 2020Q3 202315
COURIER CAPITAL LLC 15150.02%0.04%0.05%Q1 2020Q3 202315
Robeco Institutional Asset Management B.V. 15150.09%0.43%0.80%Q1 2020Q3 202315
Ledyard National Bank 15150.09%0.12%0.15%Q1 2020Q3 202315
BOSTON FAMILY OFFICE LLC 15150.12%0.16%0.20%Q1 2020Q3 202315
Carmichael Hill & Associates, Inc. 15150.00%0.00%0.01%Q1 2020Q3 202315
Korea Investment CORP 15150.03%0.07%0.16%Q1 2020Q3 202315
BlackRock Inc. 15150.06%0.09%0.12%Q1 2020Q3 202315
Legal & General Group Plc 15150.00%0.11%0.14%Q1 2020Q3 202315
DUPONT CAPITAL MANAGEMENT CORP 15150.09%0.40%1.18%Q1 2020Q3 202315
NOMURA ASSET MANAGEMENT CO LTD 15150.04%0.08%0.15%Q1 2020Q3 202315
LPL Financial LLC 15150.01%0.01%0.02%Q1 2020Q3 202315
Baystate Wealth Management LLC 15150.00%0.00%0.01%Q1 2020Q3 202315
US BANCORP \DE\ 15150.02%0.02%0.03%Q1 2020Q3 202315
Kentucky Retirement Systems 15150.08%0.11%0.13%Q1 2020Q3 202315
GRIMES & COMPANY, INC. 15150.03%0.03%0.04%Q1 2020Q3 202315
STIFEL FINANCIAL CORP 15150.01%0.02%0.02%Q1 2020Q3 202315
Allworth Financial LP 15150.00%0.01%0.01%Q1 2020Q3 202315
OneDigital Investment Advisors LLC 15150.02%0.03%0.04%Q1 2020Q3 202315
HEADINVEST, LLC 15150.06%0.08%0.09%Q1 2020Q3 202315
Wealthfront Advisers LLC 15150.00%0.01%0.03%Q1 2020Q3 202315
Ensign Peak Advisors, Inc 15150.00%0.01%0.01%Q1 2020Q3 202315
ENVESTNET ASSET MANAGEMENT INC 15150.01%0.02%0.03%Q1 2020Q3 202315
VALLEY NATIONAL ADVISERS INC 15150.08%0.12%0.22%Q1 2020Q3 202315
Pflug Koory, LLC 15150.61%0.74%0.90%Q1 2020Q3 202315
HSBC HOLDINGS PLC 15150.01%0.03%0.07%Q1 2020Q3 202315
Baird Financial Group, Inc. 15150.00%0.00%0.01%Q1 2020Q3 202315
AMERIPRISE FINANCIAL INC 15150.24%0.35%0.49%Q1 2020Q3 202315
NORTHERN TRUST CORP 15150.06%0.08%0.10%Q1 2020Q3 202315
GLENMEDE TRUST CO NA 14140.01%0.07%0.20%Q2 2020Q3 202314
XPONANCE, INC. 14140.02%0.07%0.11%Q2 2020Q3 202314
BDO Wealth Advisors, LLC 14140.00%0.11%0.41%Q1 2020Q2 202314
SRS Capital Advisors, Inc. 1040.00%0.01%0.01%Q1 2020Q3 202314
USS Investment Management Ltd 14140.01%0.05%0.12%Q2 2020Q3 202314
Dorsey & Whitney Trust CO LLC 14140.02%0.03%0.04%Q2 2020Q3 202314
Horizon Investments, LLC 1130.01%0.01%0.03%Q1 2020Q3 202314
Harvest Fund Management Co., Ltd 1310.00%0.02%0.04%Q1 2020Q3 202314
MACKENZIE FINANCIAL CORP 1130.14%0.25%0.41%Q1 2020Q3 202314
INVESTMENT HOUSE LLC 14140.02%0.03%0.04%Q2 2020Q3 202314
Ballentine Partners, LLC 950.01%0.02%0.06%Q1 2020Q3 202314
LEAVELL INVESTMENT MANAGEMENT, INC. 14140.14%0.17%0.21%Q2 2020Q3 202314
CAROLINAS WEALTH CONSULTING LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
Snowden Capital Advisors LLC 860.01%0.02%0.07%Q1 2020Q3 202314
FARMERS & MERCHANTS INVESTMENTS INC 14140.00%0.00%0.00%Q2 2020Q3 202314
EVERENCE CAPITAL MANAGEMENT INC 1130.03%0.14%0.28%Q1 2020Q3 202314
STRS OHIO 860.00%0.04%0.20%Q1 2020Q3 202314
IEQ CAPITAL, LLC 1130.02%0.03%0.04%Q1 2020Q3 202314
ATLAS CAPITAL ADVISORS LLC 1220.01%0.02%0.03%Q1 2020Q3 202314
IFG Advisory, LLC 1310.03%0.06%0.10%Q1 2020Q3 202314
EARNEST PARTNERS LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
BRIGHTON JONES LLC 14140.02%0.03%0.05%Q2 2020Q3 202314
AMG National Trust Bank 14140.05%0.06%0.08%Q2 2020Q3 202314
Shorepoint Capital Partners LLC 950.95%1.51%1.94%Q1 2020Q3 202314
Endurance Wealth Management, Inc. 14140.45%0.60%0.74%Q1 2020Q2 202314
PRIVATE TRUST CO NA 1310.03%0.05%0.13%Q1 2020Q3 202314
Global Retirement Partners, LLC 770.00%0.01%0.01%Q1 2020Q3 202314
Achmea Investment Management B.V. 770.17%0.73%1.30%Q1 2020Q3 202314
EXCHANGE TRADED CONCEPTS, LLC 1310.00%0.02%0.19%Q1 2020Q4 202314
Veritable, L.P. 14140.02%0.02%0.03%Q1 2020Q2 202314
CX Institutional 1040.00%0.02%0.04%Q1 2020Q3 202314
PARSONS CAPITAL MANAGEMENT INC/RI 1310.07%0.11%0.15%Q1 2020Q3 202314
Chevy Chase Trust Holdings, LLC 14140.07%0.09%0.10%Q2 2020Q3 202314
SHELTON CAPITAL MANAGEMENT 950.01%0.26%0.67%Q1 2020Q3 202314
NORDEA INVESTMENT MANAGEMENT AB 14140.00%0.04%0.11%Q2 2020Q3 202314
Csenge Advisory Group 14140.04%0.05%0.07%Q2 2020Q3 202314
BRADLEY FOSTER & SARGENT INC/CT 1310.02%0.02%0.02%Q1 2020Q3 202314
BOKF, NA 950.01%0.02%0.03%Q1 2020Q3 202314
PINNACLE FINANCIAL PARTNERS INC 1040.00%0.01%0.01%Q1 2020Q3 202314
Firestone Capital Management 950.06%0.09%0.10%Q1 2020Q3 202314
APPLETON PARTNERS INC/MA 14140.03%0.03%0.04%Q3 2020Q4 202314
Atlas Private Wealth Advisors 14140.14%0.17%0.20%Q2 2020Q3 202314
Prospera Financial Services Inc 860.01%0.04%0.27%Q1 2020Q3 202314
HARRELL INVESTMENT PARTNERS, LLC 1310.52%0.85%1.20%Q1 2020Q3 202314
TD ASSET MANAGEMENT INC 14140.01%0.03%0.10%Q2 2020Q3 202314
Mn Services Vermogensbeheer B.V. 1040.16%0.20%0.22%Q1 2020Q3 202314
AVANTAX ADVISORY SERVICES, INC. 1310.01%0.01%0.02%Q1 2020Q3 202314
COLONY GROUP LLC 14140.01%0.01%0.01%Q2 2020Q3 202314
Assenagon Asset Management S.A. 14140.00%0.01%0.04%Q2 2020Q3 202314
Chicago Partners Investment Group LLC 14140.02%0.03%0.03%Q2 2020Q3 202314
Crewe Advisors LLC 14140.00%0.01%0.01%Q1 2020Q2 202314
Allred Capital Management, LLC 14140.16%0.25%0.32%Q2 2020Q3 202314
Vident Investment Advisory, LLC 14140.03%0.15%0.36%Q1 2020Q2 202314
Summit Trail Advisors, LLC 1220.02%0.04%0.07%Q1 2020Q3 202314
BerganKDV Wealth Management, LLC 14140.39%0.49%0.57%Q1 2020Q2 202314
Winthrop Advisory Group LLC 14140.07%0.08%0.11%Q2 2020Q3 202314
Independent Advisor Alliance 1130.03%0.05%0.06%Q1 2020Q3 202314
Riggs Asset Managment Co. Inc. 1220.01%0.03%0.06%Q1 2020Q3 202314
TWO SIGMA INVESTMENTS, LP 1040.00%0.06%0.21%Q1 2020Q3 202314
Plante Moran Financial Advisors, LLC 14140.01%0.03%0.15%Q2 2020Q3 202314
GHP Investment Advisors, Inc. 770.01%0.04%0.09%Q1 2020Q3 202314
Summit X, LLC 14140.08%0.15%0.17%Q1 2020Q2 202314
PRINCIPAL FINANCIAL GROUP INC 14140.03%0.15%0.21%Q2 2020Q3 202314
USA FINANCIAL FORMULAS 1130.00%0.00%0.00%Q1 2020Q3 202314
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 950.02%0.05%0.10%Q1 2020Q3 202314
D.B. Root & Company, LLC 14140.09%0.15%0.18%Q2 2020Q3 202314
CIBC Private Wealth Group, LLC 1130.00%0.00%0.01%Q1 2020Q3 202314
HHM Wealth Advisors, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
THOMAS WHITE INTERNATIONAL LTD 14140.04%0.05%0.06%Q1 2020Q2 202314
WESBANCO BANK INC 1130.09%0.13%0.17%Q1 2020Q3 202314
Kestra Advisory Services, LLC 13130.01%0.03%0.04%Q3 2020Q3 202313
Wealthspire Advisors, LLC 1210.01%0.01%0.02%Q1 2020Q3 202313
TCI Wealth Advisors, Inc. 13130.01%0.02%0.04%Q1 2020Q1 202313
Avalon Investment & Advisory 13130.01%0.04%0.31%Q1 2020Q1 202313
Bigelow Investment Advisors, LLC 13130.12%0.16%0.20%Q3 2020Q3 202313
OneAscent Financial Services LLC 940.14%0.52%1.44%Q2 2020Q3 202313
TFC Financial Management, Inc. 13130.01%0.01%0.02%Q3 2020Q3 202313
Rosenberg Matthew Hamilton 760.00%0.01%0.01%Q2 2020Q3 202313
WESTPAC BANKING CORP 720.07%0.16%0.52%Q1 2020Q3 202313
Dynamic Advisor Solutions LLC 13130.03%0.06%0.10%Q3 2020Q3 202313
HARTFORD INVESTMENT MANAGEMENT CO 13130.08%0.11%0.13%Q3 2020Q3 202313
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 13130.00%0.14%0.27%Q3 2020Q3 202313
OSSIAM 920.00%0.02%0.13%Q1 2020Q3 202313
Walleye Capital LLC 620.00%0.09%0.29%Q3 2020Q3 202313
Holocene Advisors, LP 760.01%0.45%0.87%Q2 2020Q3 202313
SOMERVILLE KURT F 13130.04%0.05%0.06%Q3 2020Q3 202313
TRUST CO OF VERMONT 610.00%0.00%0.01%Q1 2020Q3 202313
Values First Advisors, Inc. 13130.36%0.59%0.86%Q3 2020Q3 202313
Verition Fund Management LLC 1210.00%0.04%0.19%Q2 2020Q3 202313
FORT, L.P. 1030.18%0.49%0.88%Q1 2020Q3 202313
Hexagon Capital Partners LLC 13130.01%0.01%0.01%Q3 2020Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.03%0.04%0.05%Q3 2020Q3 202313
TOWER BRIDGE ADVISORS 13130.03%0.06%0.08%Q3 2020Q3 202313
Court Place Advisors, LLC 13130.09%0.10%0.12%Q3 2020Q3 202313
Apella Capital, LLC 1030.03%0.06%0.11%Q3 2020Q4 202313
Advisory Services Network, LLC 1010.01%0.02%0.05%Q1 2020Q3 202313
Cutler Group LLC / CA 410.00%0.00%0.02%Q1 2020Q2 202113
Great Diamond Partners, LLC 13130.08%0.11%0.14%Q3 2020Q3 202313
VOLORIDGE INVESTMENT MANAGEMENT, LLC 13130.03%0.21%0.45%Q1 2020Q1 202313
KING LUTHER CAPITAL MANAGEMENT CORP 13130.00%0.00%0.00%Q3 2020Q3 202313
MITCHELL MCLEOD PUGH & WILLIAMS INC 13130.12%0.14%0.15%Q3 2020Q3 202313
Kistler-Tiffany Companies, LLC 13130.01%0.02%0.02%Q2 2020Q2 202313
Cornerstone Advisory, LLC 13130.05%0.07%0.08%Q3 2020Q3 202313
Vanguard Personalized Indexing Management, LLC 13130.08%0.17%0.50%Q3 2020Q3 202313
HYMAN CHARLES D 13130.02%0.02%0.02%Q3 2020Q3 202313
Schonfeld Strategic Advisors LLC 710.01%0.10%0.30%Q1 2020Q3 202313
Centiva Capital, LP 310.01%0.03%0.07%Q1 2020Q3 202313
Cubist Systematic Strategies, LLC 13130.01%0.05%0.14%Q1 2020Q1 202313
Community Bank & Trust, Waco, Texas 1010.08%0.10%0.12%Q1 2020Q3 202313
Rossmore Private Capital 13130.16%0.20%0.22%Q3 2020Q3 202313
Point72 Hong Kong Ltd 660.00%0.06%0.14%Q4 2020Q1 202213
J.W. COLE ADVISORS, INC. 13130.02%0.03%0.06%Q3 2020Q3 202313
Checchi Capital Advisers, LLC 13130.02%0.03%0.04%Q3 2020Q3 202313
Stonebridge Capital Advisors LLC 1120.00%0.00%0.01%Q1 2020Q3 202313
Waldron Private Wealth LLC 13130.02%0.02%0.02%Q3 2020Q3 202313
Field & Main Bank 13130.01%0.01%0.01%Q2 2020Q2 202313
Essex Savings Bank 13130.27%0.34%0.40%Q3 2020Q3 202313
ALESCO ADVISORS LLC 13130.01%0.01%0.01%Q3 2020Q3 202313
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 13130.00%0.05%0.12%Q3 2020Q3 202313
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 13130.04%0.10%0.14%Q3 2020Q3 202313
Advisors Capital Management, LLC 13130.84%0.98%1.14%Q3 2020Q3 202313
Williams Jones Wealth Management, LLC. 13130.00%0.01%0.01%Q3 2020Q3 202313
Merit Financial Group, LLC 1210.01%0.02%0.03%Q2 2020Q3 202313
NewEdge Advisors, LLC 610.01%0.02%0.05%Q1 2020Q3 202313
EXENCIAL WEALTH ADVISORS, LLC 1120.02%0.04%0.08%Q2 2020Q3 202313
HALL LAURIE J TRUSTEE 13130.06%0.08%0.10%Q3 2020Q3 202313
HARBOR INVESTMENT ADVISORY, LLC 13130.00%0.01%0.01%Q3 2020Q3 202313
ING GROEP NV 13130.01%0.06%0.17%Q3 2020Q3 202313
WealthShield Partners, LLC 1030.12%0.26%0.42%Q2 2020Q3 202313
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 13130.02%0.03%0.04%Q1 2020Q1 202313
Lafayette Investments 13130.07%0.09%0.10%Q3 2020Q3 202313
DELTA ASSET MANAGEMENT LLC/TN 840.00%0.00%0.00%Q1 2020Q3 202312
Sargent Bickham Lagudis LLC 12120.00%0.00%0.01%Q1 2020Q4 202212
GATEWAY INVESTMENT ADVISERS LLC 710.00%0.00%0.00%Q1 2020Q3 202312
Mayflower Financial Advisors, LLC 12120.04%0.05%0.06%Q4 2020Q3 202312
WCM INVESTMENT MANAGEMENT, LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
NOMURA HOLDINGS INC 710.00%0.01%0.04%Q1 2020Q2 202312
Rafferty Asset Management, LLC 750.00%0.01%0.02%Q3 2020Q3 202312
CVA Family Office, LLC 12120.02%0.02%0.03%Q3 2020Q2 202312
GREAT LAKES ADVISORS, LLC 12120.00%0.01%0.04%Q4 2020Q3 202312
GAMBLE JONES INVESTMENT COUNSEL 12120.02%0.03%0.04%Q1 2020Q4 202212
COLDSTREAM CAPITAL MANAGEMENT INC 840.01%0.02%0.03%Q3 2020Q3 202312
Gray Wealth Management Inc. 750.12%0.16%0.17%Q3 2020Q3 202312
Kercheville Advisors, LLC 12120.12%0.16%0.24%Q4 2020Q3 202312
Jacobi Capital Management LLC 12120.03%0.04%0.06%Q4 2020Q3 202312
Elo Mutual Pension Insurance Co 12120.08%0.10%0.12%Q4 2020Q3 202312
DIVIDEND ASSETS CAPITAL, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
ALLSTATE CORP 12120.03%0.05%0.08%Q1 2020Q4 202212
Fiduciary Group LLC 12120.03%0.04%0.04%Q4 2020Q3 202312
ADAGE CAPITAL PARTNERS GP, L.L.C. 910.04%0.08%0.12%Q1 2020Q3 202312
NWAM LLC 520.02%0.18%0.47%Q1 2020Q3 202312
MidWestOne Financial Group, Inc. 930.07%0.10%0.17%Q3 2020Q3 202312
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 750.02%0.02%0.02%Q3 2020Q3 202312
TOKIO MARINE ASSET MANAGEMENT CO LTD 12120.02%0.04%0.06%Q4 2020Q3 202312
Fosse Capital Partners LLP 121220.00%25.74%31.90%Q4 2020Q3 202312
NORGES BANK 12120.08%0.11%0.14%Q1 2020Q4 202212
Hotaling Investment Management, LLC 12121.24%1.58%1.93%Q1 2020Q4 202212
COMERICA BANK 12120.04%0.05%0.07%Q1 2020Q4 202212
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 1020.00%0.00%0.00%Q2 2020Q3 202312
Wescott Financial Advisory Group, LLC 12120.06%0.13%0.21%Q4 2020Q3 202312
Engineers Gate Manager LP 1020.01%0.11%0.29%Q1 2020Q2 202312
CARY STREET PARTNERS ASSET MANAGEMENT LLC 12120.05%0.07%0.11%Q4 2020Q3 202312
Grantham, Mayo, Van Otterloo & Co. LLC 12120.00%0.05%0.09%Q4 2020Q3 202312
First Trust Direct Indexing L.P. 12120.08%0.11%0.13%Q4 2020Q3 202312
Vancity Investment Management Ltd 12120.99%1.27%1.59%Q4 2020Q3 202312
WELCH & FORBES LLC 12120.01%0.01%0.01%Q1 2020Q4 202212
Calamos Wealth Management LLC 12120.02%0.20%0.27%Q4 2020Q3 202312
Vigilant Capital Management, LLC 12120.00%0.18%1.01%Q3 2020Q2 202312
Clearstead Advisors, LLC 12120.01%0.05%0.08%Q4 2020Q3 202312
Renasant Bank 12120.20%0.24%0.27%Q4 2020Q3 202312
Andesa Financial Management Inc. 12120.13%0.16%0.23%Q2 2020Q1 202312
SFMG, LLC 12120.03%0.04%0.05%Q4 2020Q3 202312
Meiji Yasuda Life Insurance Co 930.00%0.04%0.20%Q1 2020Q3 202312
BUCKINGHAM STRATEGIC WEALTH, LLC 12120.01%0.01%0.03%Q4 2020Q3 202312
Venture Visionary Partners LLC 12120.02%0.03%0.03%Q4 2020Q3 202312
MOTCO 1010.00%0.00%0.00%Q1 2020Q2 202312
GOFEN & GLOSSBERG LLC /IL/ 12120.01%0.02%0.02%Q1 2020Q4 202212
Orion Portfolio Solutions, LLC 620.01%0.01%0.02%Q1 2020Q2 202312
Legal Advantage Investments, Inc. 12120.41%0.50%0.59%Q4 2020Q3 202312
HOWE & RUSLING INC 1110.02%0.02%0.02%Q1 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.01%0.01%0.02%Q4 2020Q3 202312
Gilman Hill Asset Management, LLC 12120.06%0.08%0.10%Q4 2020Q3 202312
Wambolt & Associates, LLC 12120.23%0.52%0.61%Q4 2020Q3 202312
Cetera Investment Advisers 12120.01%0.02%0.02%Q4 2020Q3 202312
Cribstone Capital Management, LLC 12120.02%0.05%0.07%Q1 2020Q4 202212
Pacer Advisors, Inc. 12120.00%0.02%0.04%Q4 2020Q3 202312
CYPRESS ASSET MANAGEMENT INC/TX 12120.12%0.16%0.20%Q3 2020Q2 202312
Qube Research & Technologies Ltd 840.03%0.12%0.28%Q1 2020Q3 202312
Allianz Asset Management GmbH 12120.03%0.11%0.35%Q4 2020Q3 202312
JONES FINANCIAL COMPANIES LLLP 12120.00%0.00%0.00%Q4 2020Q3 202312
ONE PLUS ONE WEALTH MANAGEMENT, LLC 11110.16%0.20%0.27%Q1 2021Q3 202311
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 650.00%0.02%0.09%Q1 2020Q3 202311
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 740.07%0.10%0.18%Q4 2020Q3 202311
Belpointe Asset Management LLC 11110.01%0.03%0.07%Q3 2020Q1 202311
Redpoint Investment Management Pty Ltd 11110.07%0.09%0.12%Q1 2020Q3 202211
EVOKE WEALTH, LLC 11110.00%0.00%0.00%Q1 2020Q3 202211
Dakota Wealth Management 910.01%0.04%0.07%Q1 2020Q3 202311
MV CAPITAL MANAGEMENT, INC. 11110.00%0.00%0.01%Q1 2021Q3 202311
Newbridge Financial Services Group, Inc. 11110.01%0.01%0.02%Q1 2021Q3 202311
Bank of Marin 740.20%0.25%0.28%Q3 2020Q3 202311
AGF INVESTMENTS INC. 11110.03%0.04%0.05%Q1 2020Q3 202211
Executive Wealth Management, LLC 11110.02%0.54%0.88%Q2 2020Q4 202211
Addison Advisors LLC 1010.06%0.09%0.12%Q4 2020Q3 202311
Horan Securities, Inc. 830.01%0.15%0.24%Q4 2020Q3 202311
Eukles Asset Management 11110.00%0.00%0.00%Q1 2021Q3 202311
McClarren Financial Advisors, Inc. 650.04%0.06%0.07%Q4 2020Q3 202311
Brown Advisory Securities, LLC 11110.07%0.29%1.59%Q1 2020Q3 202211
OPSEU Pension Plan Trust Fund 11110.19%0.35%0.57%Q1 2020Q3 202211
CANANDAIGUA NATIONAL CORP 11110.12%0.24%0.39%Q2 2020Q4 202211
ATWOOD & PALMER INC 11110.00%0.01%0.01%Q1 2021Q3 202311
Mariner, LLC 11110.02%0.03%0.03%Q1 2021Q3 202311
Cresset Asset Management, LLC 830.00%0.01%0.01%Q4 2020Q3 202311
WILEN INVESTMENT MANAGEMENT CORP. 11111.04%1.50%2.01%Q1 2020Q3 202211
Garde Capital, Inc. 650.01%0.02%0.02%Q4 2020Q3 202311
Allegheny Financial Group LTD 1010.12%0.19%0.29%Q4 2020Q3 202311
INVERNESS COUNSEL LLC /NY/ 11111.50%1.85%2.21%Q1 2020Q3 202211
EATON VANCE MANAGEMENT 11110.01%0.06%0.10%Q1 2020Q3 202211
CERTUITY, LLC 11110.03%0.05%0.09%Q1 2021Q3 202311
Twin Lakes Capital Management, LLC 11110.01%0.01%0.02%Q1 2021Q3 202311
Qtron Investments LLC 11110.07%0.14%0.20%Q1 2021Q3 202311
Handelsbanken Fonder AB 1010.03%0.05%0.07%Q4 2020Q3 202311
BLUESTEIN R H & CO LLC 11110.02%0.12%1.06%Q1 2020Q3 202211
MTM Investment Management, LLC 650.10%0.13%0.14%Q4 2020Q3 202311
Laird Norton Wetherby Trust Company, LLC 740.05%0.07%0.09%Q4 2020Q3 202311
OPTIMUM INVESTMENT ADVISORS 11110.00%0.04%0.10%Q1 2020Q3 202211
TORTOISE CAPITAL ADVISORS, L.L.C. 11110.08%0.19%0.31%Q1 2021Q3 202311
MCRAE CAPITAL MANAGEMENT INC 11110.09%0.19%0.33%Q1 2021Q3 202311
Palisades Hudson Asset Management, L.P. 650.10%0.12%0.16%Q4 2020Q3 202311
Clarius Group, LLC 11110.02%0.03%0.04%Q1 2021Q3 202311
Marquette Asset Management, LLC 11110.01%0.01%0.01%Q1 2020Q3 202211
BSW Wealth Partners 11110.08%0.11%0.15%Q3 2020Q1 202311
Progressive Investment Management Corp 650.07%0.09%0.10%Q4 2020Q3 202311
WINTRUST INVESTMENTS LLC 520.05%0.08%0.19%Q3 2020Q3 202311
LOGAN CAPITAL MANAGEMENT INC 11110.00%0.00%0.01%Q1 2021Q3 202311
REGENTATLANTIC CAPITAL LLC 11110.02%0.03%0.04%Q1 2020Q3 202211
MEEDER ASSET MANAGEMENT INC 710.01%0.07%0.48%Q1 2020Q3 202311
Spire Wealth Management 11110.01%0.02%0.04%Q1 2021Q3 202311
ExodusPoint Capital Management, LP 410.01%0.07%0.17%Q1 2020Q2 202311
Aspire Private Capital, LLC 11110.06%0.17%0.29%Q1 2021Q3 202311
Wealth Quarterback LLC 610.13%0.20%0.28%Q1 1987Q3 202311
Renaissance Technologies 430.01%0.05%0.12%Q1 2020Q3 202311
American Portfolios Advisors 11110.01%0.03%0.06%Q1 2020Q3 202211
Covington Capital Management 11110.03%0.04%0.04%Q1 2020Q3 202211
Alphinity Investment Management Pty Ltd 832.75%4.08%5.89%Q1 2020Q3 202311
Solstein Capital, LLC 830.00%0.05%0.10%Q1 2020Q4 202211
MUFG Americas Holdings Corp 11110.01%0.01%0.01%Q1 2020Q3 202211
Delos Wealth Advisors, LLC 10100.00%0.01%0.04%Q2 2021Q3 202310
KB FINANCIAL PARTNERS, LLC 820.01%0.02%0.02%Q1 2021Q3 202310
Lido Advisors, LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
L & S Advisors Inc 610.15%0.43%1.05%Q3 2020Q3 202310
Cowen Prime Advisors LLC 910.12%0.13%0.15%Q2 2020Q2 202310
Brinker Capital Investments, LLC 10100.02%0.06%0.11%Q3 2020Q4 202210
Tidal Investments LLC 10100.02%0.04%0.09%Q2 2021Q3 202310
Nelson Capital Management, LLC 10101.43%1.72%2.10%Q3 2020Q4 202210
Bank of New Hampshire 10100.09%0.12%0.15%Q2 2021Q3 202310
Fortress Wealth Group, LLC 10100.30%0.36%0.45%Q2 2021Q3 202310
ARGI Investment Services, LLC 10100.01%0.01%0.01%Q3 2020Q4 202210
NuWave Investment Management, LLC 550.01%0.28%0.92%Q1 2020Q3 202210
Strategic Advisors LLC 10100.13%0.18%0.24%Q1 2021Q2 202310
Haverford Trust Co 10100.01%0.01%0.01%Q2 2021Q3 202310
AMALGAMATED BANK 730.06%0.08%0.11%Q1 2020Q3 202310
Sound Income Strategies, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
ADVISOR PARTNERS LLC 10100.06%0.08%0.08%Q1 2020Q2 202210
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 550.01%0.02%0.02%Q1 2021Q3 202310
Cordasco Financial Network 10100.01%0.01%0.01%Q1 2020Q2 202210
9258 Wealth Management, LLC 10100.06%0.09%0.12%Q2 2021Q3 202310
Leelyn Smith, LLC 910.00%0.01%0.01%Q2 2020Q4 202210
Teza Capital Management LLC 510.03%0.18%0.34%Q2 2020Q3 202310
Vontobel Holding Ltd. 10100.36%0.45%0.58%Q2 2021Q3 202310
Gradient Investments LLC 640.00%0.00%0.00%Q1 2020Q3 202310
Tradition Wealth Management, LLC 10100.00%0.01%0.01%Q2 2021Q3 202310
Waratah Capital Advisors Ltd. 10100.04%0.09%0.23%Q2 2021Q3 202310
TSFG, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
OneAscent Wealth Management LLC 710.22%0.51%1.45%Q4 2020Q3 202310
Amundi 10100.09%0.16%0.25%Q2 2021Q3 202310
Patriot Financial Group Insurance Agency, LLC 10100.02%0.02%0.03%Q1 2020Q2 202210
Tortoise Investment Management, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Private Capital Group, LLC 10100.03%0.04%0.06%Q1 2020Q2 202210
JFS WEALTH ADVISORS, LLC 910.00%0.00%0.00%Q4 2020Q3 202310
AlphaStar Capital Management, LLC 420.02%0.20%0.62%Q1 2020Q1 202310
GPS Wealth Strategies Group, LLC 730.00%0.00%0.01%Q1 2021Q3 202310
METROPOLITAN LIFE INSURANCE CO/NY 410.05%0.08%0.10%Q2 2020Q3 202310
Interval Partners, LP 770.09%0.30%0.51%Q1 2022Q3 202310
JENNISON ASSOCIATES LLC 910.00%0.03%0.04%Q1 2020Q3 202310
DIXON HUBARD FEINOUR & BROWN INC/VA 10100.12%0.23%0.31%Q1 2020Q2 202210
Continuum Advisory, LLC 10100.07%0.09%0.13%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.01%0.01%0.01%Q1 2021Q3 202310
Diversified Trust Co 820.01%0.02%0.03%Q3 2020Q4 202310
NORTHWEST INVESTMENT COUNSELORS, LLC 810.01%0.02%0.02%Q3 2020Q3 202310
Hendershot Investments Inc. 10100.03%0.03%0.05%Q2 2021Q3 202310
Essex Financial Services, Inc. 550.03%0.04%0.09%Q1 2021Q3 202310
EMFO, LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
Platform Technology Partners 510.11%0.13%0.14%Q4 2020Q3 202310
Echo Street Capital Management LLC 710.00%0.01%0.04%Q2 2020Q3 202310
Andra AP-fonden 820.11%0.23%0.34%Q1 2020Q3 202210
Brookstone Capital Management 10100.01%0.01%0.01%Q2 2021Q3 202310
IAM Advisory, LLC 520.09%0.10%0.11%Q4 2020Q3 202310
Arlington Partners LLC 820.00%0.01%0.03%Q1 2020Q3 202310
CASTLEARK MANAGEMENT LLC 10100.02%0.10%0.80%Q1 2020Q2 202210
Maryland State Retirement & Pension System 420.07%0.09%0.10%Q4 2020Q3 202310
COMPTON CAPITAL MANAGEMENT INC /RI 10100.14%0.26%0.31%Q1 2020Q2 202210
TRUE Private Wealth Advisors 820.00%0.03%0.04%Q1 2020Q3 202310
MURPHY CAPITAL MANAGEMENT INC 10100.44%0.54%0.61%Q1 2020Q2 202210
COMERICA SECURITIES,INC. 640.02%0.02%0.02%Q4 2020Q3 202310
FCF Advisors LLC 990.23%0.72%1.29%Q1 2020Q1 20229
SouthState Corp 990.00%0.01%0.01%Q3 2021Q3 20239
Key FInancial Inc 990.00%0.00%0.00%Q3 2021Q3 20239
Nippon Life Global Investors Americas, Inc. 810.06%0.15%0.21%Q1 2020Q3 20229
Tradewinds Capital Management, LLC 990.03%0.04%0.05%Q1 2020Q1 20229
Bedel Financial Consulting, Inc. 990.04%0.05%0.06%Q1 2020Q1 20229
Essex LLC 990.14%0.17%0.24%Q3 2021Q3 20239
WEDBUSH SECURITIES INC 810.01%0.02%0.03%Q1 2020Q3 20239
LIBERTY WEALTH MANAGEMENT LLC 720.05%0.05%0.07%Q1 2020Q3 20239
JB Capital LLC 990.03%0.03%0.04%Q3 2021Q3 20239
Penobscot Investment Management Company, Inc. 540.03%0.04%0.10%Q1 2021Q3 20239
Corient Capital Partners, LLC 990.03%0.03%0.04%Q3 2020Q3 20229
MAGNOLIA CAPITAL MANAGEMENT LTD 990.25%0.32%0.40%Q3 2021Q3 20239
MetLife Investment Management, LLC 310.06%0.08%0.09%Q2 2020Q3 20239
Perpetual Investment Management Ltd 990.05%0.22%0.38%Q4 2020Q4 20229
Bath Savings Trust Co 540.02%0.03%0.03%Q1 2021Q3 20239
Quantbot Technologies LP 610.05%0.27%0.55%Q1 2020Q4 20229
Bridgewater Associates 990.02%0.18%0.34%Q2 2020Q2 20229
People's United Financial, Inc. 990.14%0.26%0.37%Q1 2020Q1 20229
PSI Advisors, LLC 990.01%0.01%0.01%Q3 2021Q3 20239
APPLIED RESEARCH INVESTMENTS, LLC 991.00%1.95%2.52%Q2 2020Q2 20229
HANCOCK WHITNEY CORP 810.01%0.06%0.27%Q1 2020Q3 20239
Tarbox Family Office, Inc. 990.00%0.00%0.01%Q1 2020Q1 20229
IBM Retirement Fund 990.05%0.08%0.10%Q1 2020Q1 20229
Apollon Wealth Management, LLC 810.02%0.03%0.04%Q2 2020Q3 20239
ICON ADVISERS INC/CO 990.33%0.51%0.66%Q1 2020Q1 20229
Cipher Capital LP 510.04%0.30%0.82%Q2 2020Q2 20239
Manning & Napier Group, LLC 540.07%0.13%0.23%Q1 2020Q1 20239
DAVIS R M INC 540.01%0.01%0.01%Q1 2021Q3 20239
West Branch Capital LLC 630.01%0.01%0.02%Q2 2021Q3 20239
Lee Financial Co 610.00%0.00%0.00%Q1 2020Q3 20239
COLLECTIVE FAMILY OFFICE LLC 540.08%0.10%0.11%Q1 2021Q3 20239
ACG Wealth 810.02%0.04%0.05%Q1 2020Q2 20229
Lumature Wealth Partners, LLC 990.00%0.16%0.41%Q2 2021Q2 20239
MEANS INVESTMENT CO., INC. 540.04%0.04%0.05%Q4 2020Q3 20239
CenterStar Asset Management, LLC 210.00%0.08%0.22%Q4 2020Q4 20229
First City Capital Management, Inc. 410.10%0.13%0.16%Q3 2020Q3 20239
LOOMIS SAYLES & CO L P 310.00%0.02%0.12%Q1 2020Q3 20239
Moors & Cabot, Inc. 990.03%0.04%0.05%Q3 2021Q3 20239
Bank Pictet & Cie (Europe) AG 720.01%0.02%0.02%Q3 2020Q4 20229
Siemens Fonds Invest GmbH 990.03%0.05%0.08%Q3 2021Q3 20239
MISSION WEALTH MANAGEMENT, LP 990.01%0.02%0.03%Q3 2021Q3 20239
PIONEER TRUST BANK N A/OR 540.06%0.07%0.09%Q4 2020Q3 20239
Wakefield Asset Management LLLP 540.43%0.96%1.35%Q1 2021Q3 20239
Epoch Investment Partners, Inc. 720.01%0.12%0.52%Q1 2020Q3 20239
Simplicity Solutions, LLC 510.02%0.03%0.05%Q2 2020Q3 20239
Larson Financial Group LLC 990.00%0.00%0.00%Q3 2021Q3 20239
CITIZENS FINANCIAL GROUP INC/RI 520.00%0.01%0.02%Q1 2020Q1 20239
PARAMETRIC PORTFOLIO ASSOCIATES LLC 990.06%0.08%0.09%Q1 2020Q1 20229
Eagle Bay Advisors LLC 630.01%0.01%0.02%Q2 2021Q3 20239
Roberts Wealth Advisors, LLC 991.58%2.06%2.58%Q3 2021Q3 20239
Kingsview Wealth Management, LLC 540.01%0.02%0.07%Q1 2021Q3 20239
MGO ONE SEVEN LLC 990.02%0.05%0.08%Q3 2021Q3 20239
NZS Capital, LLC 990.39%0.73%1.68%Q3 2021Q3 20239
PALLADIUM PARTNERS LLC 990.02%0.02%0.02%Q1 2020Q1 20229
High Net Worth Advisory Group LLC 990.07%0.17%0.23%Q4 2021Q4 20239
BLAIR WILLIAM & CO/IL 990.01%0.01%0.01%Q3 2021Q3 20239
Dougherty Wealth Advisers LLC 990.15%0.19%0.28%Q1 2020Q1 20229
MAGNOLIA CAPITAL ADVISORS LLC 990.19%0.37%1.01%Q1 2021Q1 20239
GLOBEFLEX CAPITAL L P 810.00%0.02%0.04%Q1 2020Q3 20239
AMERICAN NATIONAL BANK 990.01%0.01%0.01%Q3 2021Q3 20239
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 990.24%0.43%0.76%Q3 2021Q3 20239
Kozak & Associates, Inc. 990.01%0.01%0.03%Q3 2021Q3 20239
EVERGREEN CAPITAL MANAGEMENT LLC 990.01%0.02%0.03%Q3 2021Q3 20239
Caprock Group, LLC 510.02%0.03%0.04%Q1 2020Q3 20239
Altium Wealth Management LLC 810.02%0.03%0.03%Q1 2020Q2 20229
MAIRS & POWER INC 530.00%0.00%0.00%Q4 2020Q3 20238
FORA Capital, LLC 510.20%0.32%0.66%Q3 2020Q4 20228
SEIZERT CAPITAL PARTNERS, LLC 881.24%1.62%2.17%Q1 2020Q4 20218
GDS Wealth Management 880.57%1.10%1.64%Q4 2021Q3 20238
LEVEL FOUR ADVISORY SERVICES, LLC 410.02%0.03%0.04%Q2 2020Q3 20238
Freestone Capital Holdings, LLC 880.01%0.02%0.03%Q3 2020Q2 20228
OAK HARBOR WEALTH PARTNERS, LLC 880.13%0.20%0.27%Q4 2021Q3 20238
ARROW FINANCIAL CORP 880.00%0.00%0.01%Q1 2020Q4 20218
City State Bank 880.04%0.05%0.06%Q4 2021Q3 20238
HBW ADVISORY SERVICES LLC 620.06%0.06%0.08%Q4 2020Q4 20228
Carroll Financial Associates, Inc. 880.00%0.01%0.01%Q1 2020Q4 20218
FourThought Financial, LLC 880.01%0.03%0.05%Q4 2020Q3 20228
Bell Investment Advisors, Inc 620.00%0.00%0.01%Q3 2021Q3 20238
Cedar Wealth Management, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Avitas Wealth Management LLC 880.48%0.53%0.67%Q1 2020Q4 20218
HB Wealth Management, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
SAGE PRIVATE WEALTH GROUP, LLC 880.04%0.06%0.10%Q4 2020Q3 20228
Industrial Alliance Investment Management Inc. 880.00%0.01%0.04%Q4 2021Q3 20238
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
Advisors Asset Management, Inc. 880.01%0.02%0.03%Q2 2020Q1 20228
Hanlon Investment Management, Inc. 530.12%0.27%0.38%Q4 2020Q3 20238
MITCHELL & PAHL PRIVATE WEALTH, LLC 880.13%0.24%0.38%Q4 2021Q3 20238
Advisory Resource Group 880.07%0.12%0.18%Q4 2021Q3 20238
Dorsey Wright & Associates 530.04%0.67%0.89%Q4 2020Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.04%0.06%0.10%Q4 2021Q3 20238
Clean Yield Group 710.00%0.01%0.01%Q1 2020Q3 20238
MONEY CONCEPTS CAPITAL CORP 880.03%0.04%0.07%Q4 2021Q3 20238
Paladin Advisory Group, LLC 880.25%0.32%0.37%Q4 2021Q3 20238
GSA CAPITAL PARTNERS LLP 310.06%0.12%0.31%Q2 2020Q2 20238
Washington Trust Advisors, Inc. 880.01%0.01%0.02%Q4 2021Q3 20238
TELEMUS CAPITAL, LLC 880.02%0.02%0.03%Q1 2020Q4 20218
Metis Global Partners, LLC 880.07%0.10%0.14%Q4 2021Q3 20238
Forum Financial Management, LP 880.01%0.01%0.02%Q4 2021Q3 20238
Employees Retirement System of Texas 880.07%0.16%0.20%Q1 2020Q4 20218
LORD, ABBETT & CO. LLC 880.09%0.15%0.20%Q1 2020Q4 20218
Wahed Invest LLC 880.20%0.24%0.32%Q4 2021Q3 20238
Wealthcare Advisory Partners LLC 410.01%0.01%0.02%Q1 2020Q1 20238
PICTET ASSET MANAGEMENT SA 880.05%0.15%0.46%Q3 2021Q2 20238
Bank OZK 880.10%0.14%0.20%Q1 2020Q4 20218
First American Bank 880.12%0.26%0.35%Q1 2020Q4 20218
PRELUDE CAPITAL MANAGEMENT, LLC 410.01%0.02%0.03%Q2 2020Q3 20238
Destiny Wealth Partners, LLC 620.01%0.01%0.01%Q4 2020Q4 20228
Jump Financial, LLC 310.01%0.05%0.14%Q3 2020Q2 20238
IndexIQ Advisors LLC 880.00%0.02%0.03%Q2 2020Q1 20228
Vectors Research Management, LLC 880.01%0.01%0.01%Q1 2020Q4 20218
CAMBRIDGE TRUST CO 880.01%0.01%0.01%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 880.24%0.38%0.49%Q1 2020Q4 20218
Balentine LLC 510.00%0.01%0.01%Q1 2020Q3 20238
Perigon Wealth Management, LLC 610.01%0.03%0.04%Q3 2011Q3 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.06%0.07%0.09%Q4 2021Q3 20238
Bowman & Co S.C. 880.42%0.59%0.88%Q4 2021Q3 20238
Versor Investments LP 410.01%0.07%0.18%Q1 2020Q2 20238
Capital World Investors 880.05%0.08%0.10%Q4 2021Q3 20238
FIRST QUADRANT LLC/CA 880.02%0.03%0.04%Q1 2020Q4 20218
Weiss Multi-Strategy Advisers LLC 620.05%0.14%0.29%Q4 2020Q3 20238
Keystone Wealth Services, LLC 880.61%0.74%0.86%Q4 2021Q3 20238
Arabesque Asset Management Ltd 880.96%1.30%1.59%Q1 2021Q4 20228
Ativo Capital Management LLC 880.40%0.54%0.70%Q1 2020Q4 20218
Ascent Group, LLC 880.21%0.25%0.29%Q4 2021Q3 20238
VAN ECK ASSOCIATES CORP 880.01%0.01%0.02%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Desjardins Global Asset Management Inc. 880.06%0.15%0.24%Q4 2021Q3 20238
PFS Partners, LLC 880.03%0.04%0.05%Q4 2021Q3 20238
Ulland Investment Advisors, LLC 880.10%0.14%0.18%Q4 2021Q3 20238
FOSTER & MOTLEY INC 880.02%0.03%0.05%Q1 2020Q4 20218
TILIA FIDUCIARY PARTNERS, INC. 880.11%0.21%0.33%Q4 2021Q3 20238
Covestor Ltd 880.00%0.03%0.07%Q4 2021Q3 20238
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 410.00%0.03%0.09%Q2 2020Q3 20238
YHB Investment Advisors, Inc. 880.03%0.04%0.06%Q1 2020Q4 20218
LGT Group Foundation 880.36%0.49%0.57%Q4 2021Q3 20238
Lenox Wealth Advisors, LLC 710.00%0.00%0.01%Q1 2020Q1 20228
TDAM USA INC. 880.12%0.23%0.52%Q1 2020Q4 20218
QUEST CAPITAL MANAGEMENT INC /ADV 880.14%0.18%0.21%Q1 2020Q4 20218
Widmann Financial Services, Inc. 880.70%0.88%1.07%Q4 2021Q3 20238
Quent Capital, LLC 880.02%0.02%0.03%Q4 2021Q3 20238
MONETA GROUP INVESTMENT ADVISORS LLC 530.01%0.01%0.01%Q3 2021Q3 20238
Hilltop Holdings Inc. 710.04%0.07%0.09%Q3 2020Q1 20238
Mill Capital Management, LLC 880.26%0.32%0.37%Q4 2021Q3 20238
Altavista Wealth Management, Inc. 880.08%0.10%0.12%Q1 2020Q4 20218
Allspring Global Investments Holdings, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
Virtu Financial LLC 310.02%0.09%0.28%Q2 2020Q1 20238
Kore Private Wealth LLC 880.03%0.04%0.05%Q1 2020Q4 20218
Artemis Investment Management LLP 880.01%0.71%1.07%Q2 2020Q1 20228
Candriam S.C.A. 710.00%0.00%0.00%Q1 2020Q1 20228
BALYASNY ASSET MANAGEMENT L.P. 710.00%0.26%0.58%Q2 2020Q3 20238
TUCKER ASSET MANAGEMENT LLC 880.00%0.00%0.01%Q4 2021Q3 20238
True North Advisors, LLC 880.07%0.10%0.13%Q4 2021Q3 20238
REILLY FINANCIAL ADVISORS, LLC 880.00%0.00%0.00%Q1 2020Q4 20218
Lloyd Advisory Services, LLC. 770.00%0.00%0.00%Q1 2020Q3 20217
Sequoia Financial Advisors, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
FIL Ltd 520.00%0.00%0.01%Q1 2020Q4 20227
ACADIAN ASSET MANAGEMENT LLC 770.00%0.07%0.18%Q1 2022Q3 20237
Arkadios Wealth Advisors 770.00%0.01%0.02%Q1 2020Q3 20217
MARSHALL WACE, LLP 520.00%0.07%0.13%Q1 2020Q1 20237
Alpha Paradigm Partners, LLC 770.02%0.07%0.23%Q4 2020Q2 20227
JUPITER ASSET MANAGEMENT LTD 520.01%0.02%0.07%Q4 2020Q3 20237
Neo Ivy Capital Management 310.01%0.23%0.92%Q1 2020Q3 20227
PRIO WEALTH LIMITED PARTNERSHIP 610.01%0.01%0.01%Q3 2020Q3 20237
Mascoma Wealth Management LLC 610.00%0.02%0.04%Q1 2021Q4 20227
Ethic Inc. 510.02%0.05%0.22%Q1 2020Q3 20237
PineBridge Investments, L.P. 610.01%0.03%0.05%Q1 2020Q3 20237
Riverview Trust Co 770.02%0.03%0.04%Q1 2022Q3 20237
ClariVest Asset Management LLC 610.00%0.07%0.48%Q1 2020Q3 20237
Hexavest Inc. 770.26%0.37%0.42%Q1 2020Q3 20217
World Asset Management Inc 770.08%0.10%0.11%Q1 2020Q3 20217
Alyeska Investment Group, L.P. 510.11%0.47%0.79%Q1 2020Q3 20237
XTX Topco Ltd 310.08%0.15%0.23%Q1 2021Q1 20237
IMPACTfolio, LLC 430.17%0.21%0.30%Q4 2021Q4 20237
NAVELLIER & ASSOCIATES INC 430.41%1.03%1.87%Q1 2020Q4 20217
Berman Capital Advisors, LLC 770.01%0.02%0.03%Q1 2020Q3 20217
TWIN CAPITAL MANAGEMENT INC 770.06%0.14%0.21%Q1 2022Q3 20237
FULTON BANK, N.A. 510.01%0.02%0.03%Q2 2021Q4 20237
Beacon Capital Management, LLC 770.05%0.06%0.07%Q1 2022Q3 20237
BARCLAYS PLC 770.01%0.04%0.07%Q1 2022Q3 20237
Core Alternative Capital 770.00%0.00%0.01%Q1 2022Q3 20237
Column Capital Advisors, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.01%0.02%0.03%Q1 2021Q4 20227
SILVERLAKE WEALTH MANAGEMENT LLC 610.13%0.20%0.23%Q4 2021Q3 20237
Rockbridge Investment Management, LCC 770.00%0.00%0.00%Q2 2020Q4 20217
WOLFF WIESE MAGANA LLC 610.00%0.00%0.00%Q4 2020Q3 20237
Fieldpoint Private Securities, LLC 770.03%0.06%0.07%Q4 2020Q2 20227
BREWIN DOLPHIN LTD 770.00%0.00%0.01%Q1 2020Q3 20217
O'Shares Investment Advisers, LLC 770.08%0.12%0.18%Q3 2020Q1 20227
Marshall Wace North America L.P. 770.00%0.11%0.24%Q1 2020Q3 20217
Compton Wealth Advisory Group, LLC 770.12%0.14%0.19%Q1 2022Q3 20237
AMP Capital Investors Ltd 770.04%0.05%0.07%Q1 2020Q3 20217
Sciencast Management LP 210.11%0.50%0.92%Q1 2020Q1 20237
Comprehensive Financial Consultants Institutional, Inc. 770.60%0.72%0.85%Q1 2022Q3 20237
WORLDQUANT MILLENNIUM ADVISORS LLC 430.01%0.09%0.26%Q4 2021Q3 20237
Y-Intercept (Hong Kong) Ltd 310.02%0.14%0.44%Q1 2021Q3 20237
NEXT Financial Group, Inc 610.00%0.01%0.04%Q1 2020Q4 20217
Edgestream Partners, L.P. 310.02%0.23%0.50%Q1 2020Q2 20237
Blueshift Asset Management, LLC 520.02%0.15%0.60%Q2 2021Q1 20237
Confluence Wealth Services, Inc. 770.09%0.11%0.16%Q1 2022Q3 20237
EXANE DERIVATIVES 770.00%0.03%0.06%Q4 2020Q2 20227
MCKINLEY CAPITAL MANAGEMENT LLC 770.72%1.06%1.32%Q2 2020Q4 20217
SECURITY NATIONAL TRUST CO 770.11%0.14%0.16%Q1 2020Q3 20217
Applied Capital LLC 770.23%0.36%0.52%Q1 2021Q3 20227
Timber Creek Capital Management LLC 770.00%0.00%0.01%Q1 2020Q3 20217
FMA ADVISORY INC 770.41%0.52%0.67%Q1 2020Q3 20217
Steward Financial Group LLC 430.00%0.00%0.01%Q4 2021Q3 20237
Charter Oak Capital Management, LLC 770.01%0.02%0.02%Q4 2020Q2 20227
Ameritas Advisory Services, LLC 610.01%0.01%0.03%Q4 2021Q3 20237
Twin Tree Management, LP 210.00%0.01%0.03%Q2 2020Q1 20237
Cinctive Capital Management LP 310.14%0.28%0.79%Q1 2020Q1 20237
Bartlett & Co. LLC 770.00%0.00%0.00%Q2 2022Q4 20237
JOHNSON INVESTMENT COUNSEL INC 520.00%0.01%0.01%Q4 2020Q3 20237
CLEAR STREET MARKETS LLC 610.00%0.03%0.13%Q4 2020Q2 20237
Atria Wealth Solutions, Inc. 770.02%0.03%0.04%Q1 2022Q3 20237
My Legacy Advisors, LLC 770.32%0.41%0.49%Q1 2022Q3 20237
HAZLETT, BURT & WATSON, INC. 770.10%0.11%0.12%Q1 2022Q3 20237
Personal Capital Advisors Corp 520.00%0.00%0.00%Q1 2021Q4 20227
Brookfield Asset Management 770.01%0.03%0.06%Q4 2021Q2 20237
Aureus Asset Management, LLC 770.01%0.02%0.03%Q3 2020Q1 20227
Strengthening Families & Communities, LLC 520.09%0.22%0.31%Q4 2021Q3 20237
OPPENHEIMER ASSET MANAGEMENT INC. 430.00%0.01%0.03%Q1 2020Q1 20227
BUCKINGHAM STRATEGIC PARTNERS, LLC 610.01%0.03%0.10%Q4 2021Q3 20237
Transamerica Financial Advisors, Inc. 610.00%0.01%0.02%Q2 2020Q3 20237
Inlet Private Wealth, LLC 430.05%0.06%0.08%Q2 2021Q3 20237
Trexquant Investment LP 210.01%0.14%0.29%Q1 2020Q3 20237
Valeo Financial Advisors, LLC 520.00%0.01%0.03%Q1 2020Q3 20237
MorganRosel Wealth Management, LLC 770.36%0.43%0.55%Q1 2020Q3 20217
SIMON QUICK ADVISORS, LLC 770.01%0.02%0.02%Q3 2020Q1 20227
Paloma Partners Management Co 610.01%0.03%0.06%Q2 2020Q1 20227
Sumitomo Mitsui Trust Holdings, Inc. 770.09%0.10%0.14%Q1 2022Q3 20237
SUMMIT FINANCIAL GROUP, INC. 770.20%0.24%0.27%Q1 2020Q3 20217
Fund Management at Engine No. 1 LLC 770.08%0.57%1.07%Q1 2022Q3 20237
ISTHMUS PARTNERS, LLC 771.77%1.84%2.03%Q1 2022Q3 20237
Consolidated Planning Corp 610.03%0.35%0.44%Q3 2021Q3 20237
Rathbones Group PLC 660.08%0.11%0.13%Q2 2022Q3 20236
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 660.06%0.08%0.11%Q2 2022Q3 20236
WESTWOOD HOLDINGS GROUP INC 510.00%0.00%0.01%Q1 2020Q4 20216
INTECH INVESTMENT MANAGEMENT LLC 660.04%0.13%0.31%Q2 2022Q3 20236
Rehmann Capital Advisory Group 420.02%0.02%0.03%Q1 2021Q3 20236
Sowell Financial Services LLC 510.00%0.01%0.04%Q1 2020Q1 20236
Cypress Wealth Services, LLC 660.25%0.37%0.57%Q1 2020Q2 20216
WFA Asset Management Corp 660.01%0.01%0.01%Q2 2022Q3 20236
EAGLE ASSET MANAGEMENT INC 330.01%0.03%0.10%Q1 2020Q3 20216
AIGEN INVESTMENT MANAGEMENT, LP 210.03%0.23%0.85%Q1 2020Q3 20236
M&G INVESTMENT MANAGEMENT LTD 410.00%0.02%0.04%Q2 2020Q3 20236
TFO Wealth Partners, LLC 410.00%0.00%0.00%Q4 2021Q3 20236
Evolution Wealth Advisors, LLC 660.00%0.00%0.01%Q2 2020Q3 20216
Graypoint LLC 330.02%0.03%0.04%Q2 2021Q3 20236
Capital Advisors, Ltd. LLC 510.00%0.00%0.01%Q4 2021Q3 20236
Wagner Wealth Management, LLC 420.00%0.00%0.00%Q1 2021Q3 20226
SevenBridge Financial Group, LLC 510.05%0.07%0.08%Q4 2020Q3 20236
PUTNAM INVESTMENTS LLC 310.00%0.01%0.06%Q1 2020Q3 20236
Blueprint Investment Partners LLC 420.09%0.11%0.19%Q3 2021Q3 20236
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 660.30%0.69%1.13%Q1 2020Q2 20216
Knuff & Co LLC 660.01%0.01%0.01%Q3 2020Q4 20216
STOCK YARDS BANK & TRUST CO 660.01%0.01%0.01%Q2 2022Q3 20236
ROMAN BUTLER FULLERTON & CO 660.18%0.21%0.24%Q1 2022Q2 20236
Calamos Advisors LLC 660.00%0.00%0.01%Q2 2022Q3 20236
BOOTHBAY FUND MANAGEMENT, LLC 310.01%0.03%0.09%Q2 2021Q3 20236
Ferris Capital, LLC 330.08%0.09%0.10%Q3 2020Q1 20226
Integrated Investment Consultants, LLC 510.06%0.07%0.08%Q4 2020Q1 20236
LMR Partners LLP 210.00%0.02%0.04%Q2 2020Q1 20236
ICA Group Wealth Management, LLC 660.00%0.13%0.19%Q1 2022Q2 20236
ONTARIO TEACHERS PENSION PLAN BOARD 310.00%2.31%4.77%Q4 2020Q3 20236
ProVise Management Group, LLC 660.02%0.04%0.10%Q4 2020Q1 20226
HRT FINANCIAL LP 310.01%0.09%0.21%Q2 2020Q2 20236
DUALITY ADVISERS, LP 310.02%0.29%0.58%Q2 2020Q1 20226
Coston, McIsaac & Partners 660.00%0.00%0.01%Q2 2022Q3 20236
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 660.00%0.00%0.01%Q1 2020Q2 20216
WINTON GROUP Ltd 210.01%0.02%0.04%Q1 2020Q1 20236
Schechter Investment Advisors, LLC 660.03%0.04%0.06%Q2 2022Q3 20236
FIRST NATIONAL BANK OF OMAHA 420.01%0.01%0.01%Q1 2021Q3 20236
ALPS ADVISORS INC 660.01%0.01%0.02%Q2 2022Q3 20236
CANTOR FITZGERALD, L. P. 660.03%0.03%0.05%Q2 2022Q3 20236
Peterson Wealth Services 420.14%0.15%0.17%Q4 2021Q2 20236
Quantitative Investment Management, LLC 410.13%0.19%0.28%Q2 2020Q1 20236
Verdence Capital Advisors LLC 420.03%0.03%0.03%Q3 2021Q3 20236
tru Independence LLC 310.00%0.04%0.07%Q4 2019Q3 20236
Fulcrum Equity Management 330.10%0.31%0.58%Q2 2020Q4 20216
Freedman Financial Associates, Inc. 660.08%0.10%0.11%Q4 2020Q1 20226
Cowen Prime Services LLC 660.08%0.11%0.12%Q1 2020Q2 20216
JAMES INVESTMENT RESEARCH INC 510.00%0.40%0.84%Q2 2021Q1 20236
Altshuler Shaham Ltd 420.00%0.00%0.00%Q4 2020Q1 20236
Intrua Financial, LLC 660.04%0.05%0.07%Q1 2021Q2 20226
TOMPKINS FINANCIAL CORP 510.00%0.00%0.00%Q1 2020Q3 20216
FRED ALGER MANAGEMENT, LLC 420.00%0.00%0.00%Q1 2020Q3 20236
BP PLC 660.04%0.06%0.09%Q1 2020Q2 20216
Bank Julius Baer & Co. Ltd, Zurich 310.01%0.01%0.01%Q4 2020Q2 20236
PDT Partners, LLC 660.02%0.29%0.56%Q2 2022Q3 20236
TRANSATLANTIQUE PRIVATE WEALTH LLC 660.27%0.30%0.32%Q2 2022Q3 20236
Barrett Asset Management, LLC 660.00%0.00%0.00%Q2 2020Q3 20216
PERSONAL CFO SOLUTIONS, LLC 420.05%0.06%0.06%Q1 2021Q3 20236
QS Investors, LLC 660.01%0.04%0.08%Q1 2020Q2 20216
Bogart Wealth, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Bangor Savings Bank 660.01%0.02%0.03%Q2 2022Q3 20236
MEITAV INVESTMENT HOUSE LTD 660.12%0.18%0.25%Q3 2020Q4 20216
PICTET ASSET MANAGEMENT LTD 660.05%0.07%0.10%Q1 2020Q2 20216
INDEPENDENT INVESTORS INC 660.05%0.06%0.06%Q4 2020Q1 20226
Reynders McVeigh Capital Management, LLC 660.02%0.02%0.03%Q2 2022Q3 20236
Ten Capital Wealth Advisors, LLC 660.00%0.00%0.01%Q2 2021Q3 20226
Czech National Bank 660.11%0.12%0.14%Q3 2022Q4 20236
MARYLAND CAPITAL ADVISORS INC. 660.01%0.01%0.01%Q2 2022Q3 20236
Harel Insurance Investments & Financial Services Ltd. 660.02%0.41%0.61%Q1 2022Q2 20236
Schubert & Co 660.00%0.01%0.01%Q4 2021Q1 20236
Savior LLC 660.02%0.02%0.03%Q1 2020Q2 20216
Cedar Mountain Advisors, LLC 660.00%0.00%0.00%Q1 2021Q2 20226
Artisan Partners Limited Partnership 510.00%0.03%0.12%Q1 2020Q3 20236
NORTHSTAR INVESTMENT ADVISORS LLC 660.06%0.07%0.08%Q1 2020Q2 20216
MOODY NATIONAL BANK TRUST DIVISION 660.03%0.03%0.04%Q2 2022Q3 20236
Sky Investment Group LLC 420.04%0.05%0.05%Q1 2021Q3 20236
CENTAURUS FINANCIAL, INC. 510.01%0.04%0.15%Q4 2020Q1 20236
Blue Trust, Inc. 660.00%0.01%0.02%Q2 2022Q3 20236
SJS Investment Consulting Inc. 510.00%0.00%0.00%Q1 2022Q3 20236
Stack Financial Management, Inc 660.75%1.04%1.27%Q1 2020Q2 20216
WOLVERINE ASSET MANAGEMENT LLC 510.00%0.01%0.02%Q2 2020Q3 20226
GREAT VALLEY ADVISOR GROUP, INC. 550.02%0.03%0.04%Q2 2021Q2 20225
SRB CORP 410.02%0.04%0.09%Q3 2021Q3 20235
Diametric Capital, LP 410.10%0.35%0.62%Q2 2022Q3 20235
BARRETT & COMPANY, INC. 550.01%0.01%0.01%Q3 2022Q3 20235
Strategic Asset Management, LLC 550.01%0.01%0.01%Q3 2021Q3 20225
SCOPUS ASSET MANAGEMENT, L.P. 320.07%0.12%0.18%Q4 2020Q1 20235
THOMPSON SIEGEL & WALMSLEY LLC 550.00%0.00%0.00%Q1 2021Q1 20225
NorthCrest Asset Manangement, LLC 310.01%0.02%0.02%Q4 2021Q3 20235
STEPH & CO 550.01%0.11%0.20%Q1 2021Q1 20225
BANK OF HAWAII 550.02%0.02%0.02%Q3 2022Q3 20235
AMUNDI ASSET MANAGEMENT US, INC. 550.10%0.14%0.16%Q1 2020Q1 20215
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 550.05%0.09%0.12%Q3 2022Q3 20235
Frontier Wealth Management LLC 550.00%0.02%0.03%Q2 2021Q2 20225
FLIPPIN BRUCE & PORTER INC 550.22%0.27%0.31%Q1 2020Q1 20215
First Western Trust Bank 550.02%0.02%0.02%Q1 2022Q1 20235
AdvisorShares Investments LLC 310.00%0.22%0.41%Q4 2020Q3 20235
OCCUDO QUANTITATIVE STRATEGIES LP 310.06%0.26%0.48%Q2 2021Q1 20235
Capital Wealth Planning, LLC 410.01%0.01%0.01%Q1 2020Q2 20215
Rise Advisors, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
ANCHOR CAPITAL ADVISORS LLC 550.92%1.29%1.49%Q3 2022Q3 20235
STEVENS CAPITAL MANAGEMENT LP 210.09%0.20%0.38%Q2 2021Q3 20235
CANANDAIGUA NATIONAL BANK & TRUST CO 410.32%0.36%0.44%Q1 2020Q4 20235
Arete Wealth Advisors, LLC 410.02%0.07%0.09%Q4 2021Q2 20235
Varma Mutual Pension Insurance Co 210.09%0.18%0.28%Q1 2021Q3 20225
Atlas Private Wealth Management, LLC 550.02%0.03%0.04%Q1 2020Q1 20215
Magnetar Financial LLC 210.01%0.03%0.05%Q1 2021Q1 20235
Alta Advisers Ltd 550.06%0.07%0.08%Q3 2022Q3 20235
Sugarloaf Wealth Management, LLC 550.00%0.00%0.01%Q3 2022Q3 20235
Kiwi Wealth Investments Limited Partnership 550.08%0.19%0.28%Q3 2020Q3 20215
HighPoint Advisor Group LLC 410.03%0.03%0.04%Q4 2020Q2 20225
TRUSTCORE FINANCIAL SERVICES, LLC 550.00%0.00%0.00%Q2 2021Q2 20225
ROMANO BROTHERS AND COMPANY 550.16%0.30%0.82%Q3 2022Q3 20235
JACOBS LEVY EQUITY MANAGEMENT, INC 550.20%0.32%0.41%Q3 2022Q3 20235
Eudaimonia Partners, LLC 550.02%0.02%0.03%Q1 2020Q1 20215
HighMark Wealth Management LLC 550.00%0.00%0.00%Q3 2020Q3 20215
Triasima Portfolio Management inc. 550.05%0.22%0.37%Q4 2020Q4 20215
Mathes Company, Inc. 551.35%1.42%1.49%Q4 2020Q4 20215
Chesapeake Wealth Management 550.08%0.11%0.19%Q1 2021Q1 20225
MANCHESTER FINANCIAL INC 550.00%0.00%0.01%Q1 2020Q1 20215
LS Investment Advisors, LLC 550.03%0.03%0.03%Q1 2020Q1 20215
Alpha DNA Investment Management LLC 310.01%0.71%1.24%Q4 2020Q1 20235
Dynamic Technology Lab Private Ltd 210.05%0.12%0.22%Q1 2020Q1 20235
Pinnacle Wealth Planning Services, Inc. 410.01%0.03%0.04%Q4 2020Q3 20235
Ellevest, Inc. 410.00%0.00%0.00%Q1 2020Q3 20225
Baker Avenue Asset Management, LP 410.00%0.01%0.04%Q1 2020Q3 20235
GoalVest Advisory LLC 320.00%0.01%0.05%Q1 2022Q4 20235
Moisand Fitzgerald Tamayo, LLC 550.00%0.01%0.01%Q3 2022Q3 20235
WADDELL & REED FINANCIAL INC 550.13%0.20%0.26%Q1 2020Q1 20215
Lombard Odier Asset Management (Switzerland) SA 210.03%0.04%0.05%Q3 2020Q1 20235
Bryn Mawr Capital Management, LLC 410.02%0.03%0.06%Q1 2022Q3 20235
Sterling Investment Counsel, LLC 410.11%0.14%0.19%Q4 2021Q3 20235
GODSEY & GIBB, INC 550.00%0.00%0.01%Q3 2022Q3 20235
Bayesian Capital Management, LP 310.10%0.17%0.29%Q1 2021Q3 20235
Jefferies Group LLC 310.01%0.04%0.09%Q1 2020Q2 20225
Pearl River Capital, LLC 320.26%0.50%0.76%Q1 2021Q3 20235
BBVA USA Bancshares, Inc. 550.02%0.03%0.04%Q1 2020Q1 20215
Sierra Capital LLC 550.00%0.00%0.00%Q4 2021Q4 20225
Saturna Capital CORP 550.71%1.27%1.45%Q3 2022Q3 20235
IBEX WEALTH ADVISORS 550.05%0.06%0.08%Q2 2021Q2 20225
CSat Investment Advisory, L.P. 550.01%0.01%0.02%Q1 2020Q1 20215
TIAA, FSB 550.00%0.00%0.01%Q2 2022Q2 20235
Compass Wealth Management LLC 550.04%0.04%0.05%Q4 2022Q4 20235
Canton Hathaway, LLC 410.01%0.01%0.01%Q4 2021Q3 20235
VAN STRUM & TOWNE INC. 410.08%0.10%0.11%Q1 2022Q2 20235
Johnson Financial Group, Inc. 410.00%0.00%0.00%Q1 2021Q2 20225
First Personal Financial Services 550.05%0.08%0.15%Q3 2022Q3 20235
Colonial Trust Co / SC 550.66%0.69%0.72%Q3 2022Q3 20235
Clearstead Trust, LLC 550.19%0.23%0.26%Q3 2022Q3 20235
PGGM Investments 550.11%0.13%0.17%Q3 2022Q3 20235
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 550.06%0.08%0.11%Q2 2020Q2 20215
Point72 Asset Management, L.P. 210.00%0.04%0.10%Q2 2021Q2 20235
Avion Wealth 320.00%0.01%0.03%Q4 2020Q3 20235
ADVISOR PARTNERS II, LLC 550.08%0.09%0.10%Q3 2022Q3 20235
True Link Financial Advisors, LLC 550.02%0.02%0.02%Q4 2020Q4 20215
SELDON CAPITAL LP 550.00%0.01%0.01%Q4 2021Q4 20225
Sullivan, Bruyette, Speros & Blaney, LLC 550.01%0.02%0.04%Q1 2020Q1 20215
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 440.08%0.09%0.10%Q4 2022Q3 20234
Investors Research Corp 440.01%0.01%0.01%Q1 2020Q4 20204
Standard Family Office LLC 310.00%0.01%0.04%Q4 2020Q4 20214
STRATEGY ASSET MANAGERS LLC 440.06%0.06%0.07%Q4 2020Q3 20214
GW&K Investment Management, LLC 220.00%0.00%0.00%Q1 2022Q3 20234
Wedmont Private Capital 440.04%0.04%0.05%Q4 2022Q3 20234
Avestar Capital, LLC 440.05%0.05%0.06%Q4 2022Q3 20234
Cornerstone Advisors, LLC 310.07%0.11%0.19%Q1 2020Q3 20234
Ameritas Investment Company, LLC 310.01%0.02%0.06%Q1 2020Q3 20214
CoreCap Advisors, LLC 310.01%0.02%0.05%Q4 2021Q4 20224
NWK Group, Inc. 310.30%1.33%2.28%Q1 2020Q3 20234
Wellington Shields Capital Management, LLC 310.16%0.21%0.26%Q4 2020Q4 20214
Arjuna Capital 440.20%0.34%0.58%Q1 2020Q4 20204
ADIRONDACK RETIREMENT SPECIALISTS, INC. 440.00%0.00%0.00%Q3 2022Q2 20234
Resurgent Financial Advisors LLC 440.10%0.10%0.11%Q4 2022Q3 20234
TOTH FINANCIAL ADVISORY CORP 440.00%0.04%0.08%Q2 2022Q1 20234
WASHINGTON TRUST BANK 440.02%0.03%0.05%Q4 2022Q3 20234
Moran Wealth Management, LLC 441.32%1.43%1.54%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.01%0.04%0.06%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Integrated Advisors Network LLC 440.05%0.05%0.05%Q4 2022Q3 20234
Ratan Capital Management LP 440.04%0.06%0.08%Q1 2021Q4 20214
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 440.11%0.12%0.14%Q2 2021Q1 20224
Breakwater Capital Group 440.97%1.06%1.22%Q4 2022Q3 20234
Campbell & CO Investment Adviser LLC 310.05%0.19%0.51%Q2 2022Q3 20234
DCM Advisors, LLC 440.32%0.39%0.46%Q1 2021Q4 20214
Choate Investment Advisors 440.01%0.01%0.02%Q4 2022Q3 20234
EASTERN BANK 440.02%0.18%0.65%Q1 2020Q4 20204
Register Financial Advisors LLC 440.05%0.07%0.07%Q4 2022Q3 20234
MASON STREET ADVISORS, LLC 440.06%0.07%0.08%Q1 2020Q4 20204
DARK FOREST CAPITAL MANAGEMENT LP 310.01%0.04%0.11%Q2 2021Q1 20234
Aperio Group, LLC 440.06%0.07%0.08%Q1 2020Q4 20204
Summit Financial, LLC 440.02%0.02%0.03%Q2 2021Q1 20224
CreativeOne Wealth, LLC 440.02%0.02%0.03%Q4 2020Q3 20214
Prossimo Advisors, LLC 440.58%1.20%1.61%Q4 2022Q3 20234
Ahrens Investment Partners LLC 310.00%0.00%0.00%Q4 2021Q1 20234
FIRST HORIZON CORP 440.00%0.00%0.00%Q3 2020Q2 20214
State of Wyoming 210.01%0.03%0.04%Q3 2021Q3 20234
Curi Wealth Management, LLC 310.00%0.00%0.00%Q4 2020Q2 20224
SHUFRO ROSE & CO LLC 440.02%0.02%0.02%Q4 2022Q3 20234
GYL FINANCIAL SYNERGIES, LLC 310.02%0.04%0.06%Q4 2021Q3 20234
Sterling Financial Planning, Inc. 440.01%0.02%0.02%Q4 2020Q3 20214
Brevan Howard Capital Management LP 440.01%0.01%0.01%Q4 2022Q3 20234
Barnett & Company, Inc. 440.16%0.17%0.19%Q4 2022Q3 20234
GROUP ONE TRADING, L.P. 220.00%0.00%0.00%Q4 2021Q3 20234
GREAT WEST LIFE ASSURANCE CO /CAN/ 440.00%0.00%0.00%Q1 2020Q4 20204
ZACKS INVESTMENT MANAGEMENT 440.00%0.04%0.06%Q4 2022Q3 20234
Pacific Center for Financial Services 310.00%0.00%0.00%Q1 2020Q2 20224
Alaethes Wealth LLC 440.06%0.07%0.08%Q2 2021Q1 20224
AGF MANAGEMENT LTD 440.05%0.05%0.06%Q4 2022Q3 20234
M&R CAPITAL MANAGEMENT INC 440.09%0.10%0.11%Q1 2020Q4 20204
Massachusetts Wealth Management 441.03%1.05%1.10%Q4 2022Q3 20234
Creative Capital Management Investments LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Pacific Sage Partners, LLC 440.08%0.08%0.08%Q4 2022Q3 20234
MOORE CAPITAL MANAGEMENT, LP 310.09%0.20%0.34%Q2 2020Q3 20224
Western Pacific Wealth Management, LP 440.00%0.00%0.00%Q4 2022Q3 20234
FIRST NATIONAL TRUST CO 440.02%0.02%0.02%Q4 2022Q3 20234
Ruedi Wealth Management, Inc. 440.02%0.03%0.03%Q4 2022Q3 20234
Live Oak Investment Partners 440.03%0.03%0.03%Q4 2022Q3 20234
Capstone Triton Financial Group, LLC 440.18%0.24%0.40%Q4 2022Q3 20234
Surevest, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
Lion Street Advisors, LLC 310.04%0.24%0.38%Q1 2020Q3 20234
1832 Asset Management L.P. 210.00%0.00%0.00%Q2 2021Q3 20234
Beutel, Goodman & Co Ltd. 440.00%0.32%0.52%Q1 2020Q4 20204
Polar Capital Holdings Plc 440.00%0.00%0.01%Q4 2021Q3 20224
CATALYST FINANCIAL PARTNERS LLC 440.12%0.12%0.13%Q4 2022Q3 20234
Park Place Capital Corp 440.02%0.02%0.03%Q4 2022Q3 20234
Capital Research Global Investors 440.00%0.02%0.03%Q2 2022Q1 20234
Callan Capital, LLC 440.04%0.04%0.04%Q4 2022Q3 20234
MUFG Securities EMEA plc 440.02%0.08%0.14%Q1 2020Q4 20204
Quantinno Capital Management LP 440.02%0.02%0.03%Q4 2022Q3 20234
Kaizen Financial Strategies 220.31%0.33%0.35%Q4 2020Q4 20214
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 220.00%0.00%0.00%Q2 2021Q3 20234
Sovereign Financial Group, Inc. 310.07%0.08%0.09%Q4 2021Q3 20234
Connor, Clark & Lunn Investment Management Ltd. 210.00%0.02%0.03%Q1 2020Q3 20224
Ecofin Advisors Ltd 441.70%2.01%2.71%Q1 2020Q4 20204
ABEILLE ASSET MANAGEMENT SA 440.57%0.64%0.75%Q4 2021Q3 20224
New England Capital Financial Advisors LLC 440.16%0.17%0.18%Q4 2022Q3 20234
Sunbelt Securities, Inc. 310.01%0.02%0.02%Q1 2020Q3 20234
BALASA DINVERNO & FOLTZ LLC 440.02%0.02%0.02%Q2 2021Q1 20224
Pendal Group Ltd 310.00%0.00%0.01%Q2 2020Q2 20214
DAYMARK WEALTH PARTNERS, LLC 440.03%0.04%0.06%Q4 2022Q3 20234
Fifth Third Wealth Advisors LLC 440.26%0.34%0.42%Q1 2023Q4 20234
Hudson Bay Capital Management LP 310.03%0.05%0.11%Q2 2022Q2 20234
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.02%0.02%Q4 2022Q3 20234
Quantamental Technologies LLC 110.16%0.64%1.27%Q1 2020Q4 20224
Raleigh Capital Management Inc. 310.00%0.00%0.00%Q4 2021Q3 20234
MARSHALL WACE ASIA Ltd 441.17%1.64%2.95%Q1 2020Q4 20204
PFG Advisors 440.08%0.15%0.21%Q3 2021Q2 20224
Meeder Advisory Services, Inc. 440.13%0.13%0.14%Q4 2022Q3 20234
Triangle Securities Wealth Management 440.07%0.08%0.08%Q1 2021Q4 20214
CREATIVE FINANCIAL DESIGNS INC /ADV 310.00%0.00%0.00%Q1 2020Q4 20214
RFP Financial Group LLC 440.01%0.02%0.03%Q4 2022Q3 20234
Magnus Financial Group LLC 440.03%0.03%0.04%Q4 2022Q3 20234
SIMPLEX TRADING, LLC 210.00%0.00%0.00%Q4 2020Q3 20234
SkyView Investment Advisors, LLC 440.12%0.17%0.22%Q1 2021Q4 20214
PEOPLES FINANCIAL SERVICES CORP. 440.01%0.01%0.01%Q1 2020Q4 20204
Hennion & Walsh Asset Management, Inc. 440.04%0.13%0.24%Q4 2022Q3 20234
MEYER HANDELMAN CO 442.12%2.22%2.32%Q4 2022Q3 20234
Aveo Capital Partners, LLC 310.03%0.13%0.43%Q4 2021Q3 20234
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 440.14%0.16%0.19%Q4 2022Q3 20234
Junto Capital Management LP 211.38%2.23%2.90%Q2 2021Q4 20224
MACROVIEW INVESTMENT MANAGEMENT LLC 210.01%0.01%0.02%Q3 2020Q1 20234
Corient Private Wealth LLC 440.10%0.11%0.12%Q4 2022Q3 20234
Walter Public Investments Inc. 442.33%3.32%3.87%Q4 2022Q3 20234
Minneapolis Portfolio Management Group, LLC 441.41%1.63%1.79%Q1 2020Q4 20204
MIRABELLA FINANCIAL SERVICES LLP 110.04%0.32%0.96%Q2 2020Q3 20234
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 310.00%0.06%0.17%Q2 2021Q3 20234
Beverly Hills Private Wealth, LLC 440.50%0.53%0.60%Q4 2022Q3 20234
True Wealth Design, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Argent Trust Co 330.01%0.02%0.02%Q1 2023Q3 20233
Callan Family Office, LLC 330.06%0.07%0.07%Q4 2022Q2 20233
Engrave Wealth Partners LLC 330.02%0.02%0.02%Q4 2019Q2 20203
TWINBEECH CAPITAL LP 210.43%0.49%0.55%Q1 2021Q1 20233
ATTICUS WEALTH MANAGEMENT, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
NWQ INVESTMENT MANAGEMENT COMPANY, LLC 330.70%0.87%1.03%Q1 2020Q3 20203
Cornerstone Planning Group LLC 210.00%0.00%0.00%Q4 2022Q3 20233
ELEMENT CAPITAL MANAGEMENT LLC 330.22%0.27%0.30%Q1 2022Q3 20223
CENTRAL BANK & TRUST CO 110.00%0.00%0.00%Q1 2020Q4 20223
GERMAN AMERICAN BANCORP, INC. 210.03%0.03%0.03%Q4 2021Q3 20233
Berkshire Bank 330.05%0.05%0.06%Q1 2021Q3 20213
RMR Wealth Builders 210.04%0.07%0.08%Q2 2020Q1 20213
Quarry LP 210.00%0.00%0.00%Q4 2022Q3 20233
Allen Investment Management, LLC 330.01%0.01%0.01%Q3 2020Q1 20213
AlphaQ Advisors LLC 330.20%0.22%0.23%Q1 2023Q3 20233
Trium Capital LLP 330.02%0.08%0.20%Q1 2023Q3 20233
Burt Wealth Advisors 330.00%0.00%0.00%Q1 2020Q3 20203
Selective Wealth Management, Inc. 330.02%0.03%0.04%Q3 2021Q1 20223
Capital Asset Advisory Services LLC 330.01%0.03%0.04%Q4 2020Q2 20213
Piscataqua Savings Bank 330.02%0.02%0.02%Q1 2023Q3 20233
SHINE INVESTMENT ADVISORY SERVICES INC 330.04%0.05%0.06%Q1 2020Q3 20203
ZEKE CAPITAL ADVISORS, LLC 330.02%0.02%0.02%Q2 2022Q4 20223
Vinva Investment Management Ltd 330.11%0.12%0.13%Q1 2023Q3 20233
WestEnd Advisors, LLC 330.00%0.00%0.00%Q2 2021Q4 20213
Tilt Investment Management Holdings, PBC 330.15%0.16%0.18%Q1 2023Q3 20233
NVWM, LLC 210.00%0.01%0.02%Q1 2022Q3 20233
Sompo Asset Management Co., Ltd. 210.06%0.07%0.07%Q3 2022Q3 20233
Donoghue Forlines LLC 330.15%0.22%0.32%Q3 2021Q1 20223
AMJ Financial Wealth Management 333.50%3.64%3.91%Q1 2023Q3 20233
OLD NATIONAL BANCORP /IN/ 330.01%0.01%0.01%Q3 2022Q1 20233
SageView Advisory Group, LLC 330.06%0.07%0.08%Q1 2023Q3 20233
Capitolis Advisors LLC 330.02%0.03%0.04%Q4 2020Q2 20213
Nilsine Partners, LLC 330.22%0.23%0.24%Q1 2023Q3 20233
MERITAGE PORTFOLIO MANAGEMENT 330.68%0.71%0.73%Q1 2021Q3 20213
Zurich Insurance Group Ltd/FI 210.02%0.02%0.02%Q1 2021Q2 20233
Rampart Investment Management Company, LLC 330.03%0.06%0.08%Q1 2020Q3 20203
FLAGSHIP HARBOR ADVISORS, LLC 330.01%0.01%0.01%Q1 2020Q3 20203
Resolute Advisors LLC 330.00%0.00%0.00%Q1 2021Q3 20213
BARINGS LLC 210.01%0.01%0.02%Q3 2020Q4 20213
AlphaCrest Capital Management LLC 110.03%0.07%0.12%Q1 2021Q3 20223
NorthRock Partners, LLC 210.02%0.02%0.03%Q4 2022Q3 20233
Machina Capital S.A.S. 110.54%0.56%0.58%Q2 2021Q1 20233
Olympiad Research LP 110.12%0.28%0.44%Q1 2020Q3 20233
Scissortail Wealth Management, LLC 110.04%0.07%0.14%Q4 2021Q4 20223
UBS OCONNOR LLC 210.06%0.10%0.16%Q2 2020Q3 20223
KARLINSKI ANDREW C 330.00%0.00%0.00%Q1 2022Q3 20223
Quantitative Systematic Strategies LLC 330.11%0.17%0.24%Q3 2020Q1 20213
Certified Advisory Corp 210.00%0.00%0.00%Q1 2020Q1 20213
Voya Financial Advisors, Inc. 110.01%0.01%0.01%Q1 2020Q1 20213
Avalon Trust Co 330.16%0.17%0.18%Q1 2023Q3 20233
AJO, LP 330.01%0.02%0.04%Q1 2020Q3 20203
Consolidated Portfolio Review Corp 330.06%0.06%0.06%Q1 2023Q3 20233
Weiss Asset Management LP 110.05%0.10%0.18%Q1 2020Q1 20233
Phillips Wealth Planners LLC 330.30%0.31%0.31%Q1 2023Q3 20233
Realta Investment Advisors 330.05%0.06%0.07%Q2 2021Q4 20213
DB Wealth Management Group, LLC 330.00%0.00%0.00%Q4 2020Q2 20213
Signature Wealth Management Group 330.56%0.57%0.57%Q4 2022Q2 20233
Cooper Financial Group 330.06%0.06%0.06%Q1 2021Q3 20213
Bellwether Advisors, LLC 210.00%0.10%0.16%Q4 2020Q1 20233
LBP AM SA 330.06%0.10%0.13%Q1 2023Q3 20233
Greenspring Advisors, LLC 210.06%0.06%0.07%Q4 2021Q3 20233
Oak Thistle LLC 110.33%0.55%0.89%Q1 2022Q1 20233
Hillsdale Investment Management Inc. 330.00%0.03%0.04%Q1 2023Q3 20233
Halpern Financial, Inc. 330.00%0.00%0.01%Q4 2019Q2 20203
Venturi Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
GSB Wealth Management, LLC 210.06%0.07%0.07%Q4 2021Q3 20233
Integrated Wealth Concepts LLC 330.01%0.01%0.01%Q1 2023Q3 20233
OSTRUM ASSET MANAGEMENT 330.08%0.09%0.10%Q1 2023Q3 20233
First Affirmative Financial Network 330.25%0.30%0.33%Q2 2023Q4 20233
Braun-Bostich & Associates Inc. 330.06%0.07%0.08%Q1 2020Q3 20203
V-Square Quantitative Management LLC 330.26%0.27%0.30%Q1 2023Q3 20233
Prime Capital Investment Advisors, LLC 330.01%0.02%0.02%Q1 2023Q3 20233
First Allied Advisory Services, Inc. 330.01%0.01%0.02%Q1 2020Q3 20203
Birchcreek Wealth Management, LLC 110.14%0.15%0.18%Q4 2020Q3 20233
Vestmark Advisory Solutions, Inc. 330.01%0.01%0.01%Q4 2022Q2 20233
Koshinski Asset Management, Inc. 330.01%0.01%0.01%Q3 2021Q1 20223
TriaGen Wealth Management LLC 330.83%0.89%0.97%Q1 2023Q3 20233
Weaver Consulting Group 330.01%0.01%0.01%Q1 2020Q3 20203
BENJAMIN EDWARDS INC 210.00%0.00%0.01%Q1 2020Q1 20223
Bridgefront Capital, LLC 110.20%0.24%0.26%Q4 2020Q1 20233
Empower Advisory Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
EP Wealth Advisors, LLC 330.00%0.01%0.01%Q1 2023Q3 20233
FOX RUN MANAGEMENT, L.L.C. 110.07%0.21%0.34%Q1 2022Q2 20233
BBR PARTNERS, LLC 330.02%0.02%0.03%Q2 2021Q4 20213
FormulaFolio Investments, LLC 330.01%0.03%0.04%Q4 2020Q2 20213
Monte Financial Group, LLC 330.31%0.40%0.47%Q1 2023Q3 20233
Wealthspire Advisors, L.P. 330.01%0.02%0.02%Q1 2020Q3 20203
MACRO Consulting Group 330.13%0.13%0.14%Q4 2020Q2 20213
Cardan Capital Partners, LLC 330.41%0.46%0.54%Q1 2020Q3 20203
Empowered Funds, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
VAUGHAN DAVID INVESTMENTS LLC/IL 330.01%0.01%0.01%Q4 2020Q2 20213
Boston Partners 330.10%0.14%0.17%Q1 2020Q3 20203
Magellan Asset Management Ltd 332.02%2.24%2.37%Q1 2023Q3 20233
Horizon Family Wealth, Inc. 110.20%0.21%0.21%Q4 2021Q3 20232
LGT Fund Management Co Ltd. 220.04%0.07%0.10%Q4 2021Q1 20222
BRINKER CAPITAL INC 220.06%0.06%0.07%Q1 2020Q2 20202
Ceredex Value Advisors LLC 220.51%0.62%0.72%Q3 2022Q4 20222
Pallas Capital Advisors LLC 220.03%0.04%0.04%Q2 2021Q3 20212
ENGINE NO. 1 LLC 220.06%0.06%0.07%Q3 2021Q4 20212
Pier Capital, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Foster Group, Inc. 220.03%0.03%0.03%Q2 2023Q3 20232
Fortis Capital Advisors, LLC 220.01%0.04%0.06%Q4 2022Q1 20232
CTC Capital Management, LLC 220.66%0.95%1.24%Q1 2022Q2 20222
Financial Gravity Asset Management, Inc. 110.00%0.00%0.01%Q4 2022Q2 20232
Gerber Kawasaki Wealth & Investment Management 110.01%0.05%0.09%Q3 2021Q3 20232
SC&H Financial Advisors, Inc. 220.14%0.19%0.24%Q4 2021Q1 20222
Summit Wealth Group, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
Highland Private Wealth Management 220.03%0.04%0.04%Q2 2022Q3 20222
KINGSWOOD WEALTH ADVISORS, LLC 220.45%0.58%0.71%Q2 2023Q3 20232
Missouri Trust & Investment Co 110.00%0.02%0.04%Q4 2021Q2 20232
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 220.00%0.00%0.00%Q1 2020Q2 20202
CAMBIAR INVESTORS LLC 221.24%1.50%1.77%Q2 2020Q3 20202
Glassman Wealth Services 110.01%0.01%0.02%Q1 2020Q3 20222
TRADITION ASSET MANAGEMENT LLC 220.18%0.19%0.19%Q1 2020Q2 20202
Aquatic Capital Management LLC 110.01%0.11%0.22%Q4 2022Q2 20232
CFM WEALTH PARTNERS LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Boston Trust Walden Corp 220.00%0.00%0.00%Q2 2023Q3 20232
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 220.00%0.00%0.00%Q1 2020Q2 20202
Parsec Financial Management, Inc. 220.02%0.02%0.02%Q1 2020Q2 20202
INTREPID CAPITAL MANAGEMENT INC 220.08%0.08%0.08%Q2 2023Q3 20232
Insight Wealth Strategies, LLC 220.03%0.03%0.04%Q4 2020Q1 20212
EDMOND DE ROTHSCHILD HOLDING S.A. 110.00%0.00%0.00%Q1 2022Q3 20222
U.S. Capital Wealth Advisors, LLC 110.00%0.01%0.01%Q4 2022Q3 20232
Dixon Hughes Goodman Wealth Advisors LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Ancora Advisors LLC 110.00%0.00%0.00%Q4 2022Q3 20232
RATIONAL ADVISORS LLC 220.00%0.01%0.02%Q2 2020Q3 20202
JUMP TRADING, LLC 220.15%0.20%0.25%Q1 2020Q2 20202
RBF Capital, LLC 110.01%0.01%0.01%Q4 2021Q3 20232
Northwest Capital Management Inc 220.00%0.00%0.00%Q2 2023Q3 20232
BLUE SQUARE ASSET MANAGEMENT, LLC 220.01%0.11%0.20%Q1 2020Q2 20202
Radnor Capital Management, LLC 110.04%0.04%0.05%Q4 2021Q3 20232
BigSur Wealth Management LLC 110.09%0.09%0.09%Q2 2021Q4 20212
Psagot Value Holdings Ltd. / (Israel) 220.00%0.00%0.00%Q2 2023Q3 20232
PATRON PARTNERS, LLC 110.14%0.14%0.15%Q4 2021Q3 20232
Hamilton Point Investment Advisors, LLC 220.05%0.05%0.05%Q1 2023Q2 20232
INCEPTIONR LLC 220.21%0.26%0.31%Q1 2023Q2 20232
CASTLE WEALTH MANAGEMENT LLC 220.01%0.01%0.01%Q2 2022Q3 20222
Equitable Holdings, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
O'Neil Global Advisors, Inc. 220.26%0.30%0.34%Q1 2021Q2 20212
Keel Point, LLC 220.03%0.03%0.04%Q2 2023Q3 20232
Fiduciary Alliance LLC 110.00%0.01%0.02%Q4 2022Q2 20232
Retirement Group, LLC 110.00%0.00%0.00%Q2 2020Q4 20202
Precision Wealth Strategies, LLC 220.29%0.31%0.33%Q1 2021Q2 20212
Goepper Burkhardt LLC 110.12%0.12%0.13%Q4 2021Q3 20232
BRIDGEWAY CAPITAL MANAGEMENT, LLC 220.09%0.13%0.17%Q1 2023Q2 20232
Lombard Odier Asset Management (Europe) Ltd 110.02%0.02%0.02%Q1 2020Q3 20202
NKCFO LLC 220.02%0.02%0.02%Q1 2020Q2 20202
Sonora Investment Management, LLC 220.01%0.01%0.01%Q2 2021Q3 20212
Pacifica Partners Inc. 220.06%0.06%0.06%Q3 2023Q4 20232
Knights of Columbus Asset Advisors LLC 220.20%0.21%0.22%Q3 2020Q4 20202
PARADIGM ASSET MANAGEMENT CO LLC 220.05%0.05%0.05%Q2 2023Q3 20232
Homrich & Berg 220.01%0.01%0.01%Q1 2021Q2 20212
Greenland Capital Management LP 220.05%0.10%0.16%Q2 2023Q3 20232
Impact Partnership Wealth, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
TCW GROUP INC 220.10%0.11%0.11%Q1 2021Q2 20212
BANQUE PICTET & CIE SA 220.02%0.03%0.03%Q2 2023Q3 20232
Cypress Capital, LLC 220.03%0.03%0.03%Q3 2021Q4 20212
Ridgewood Investments LLC 220.04%0.04%0.04%Q1 2023Q2 20232
Old North State Trust, LLC 220.04%0.04%0.05%Q4 2022Q1 20232
iA Global Asset Management Inc. 220.05%0.22%0.39%Q2 2023Q3 20232
Stone Ridge Asset Management LLC 220.03%0.04%0.05%Q1 2020Q2 20202
Albar Capital Ltd 111.90%1.98%2.05%Q3 2020Q4 20222
Nemes Rush Group LLC 221.06%1.14%1.21%Q2 2023Q3 20232
LITTLE HOUSE CAPITAL LLC 110.23%0.48%0.73%Q1 2021Q3 20232
CHOREO, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Stevard, LLC 220.10%0.10%0.10%Q3 2020Q4 20202
Tevis Investment Management 220.01%0.21%0.42%Q4 2021Q1 20222
Point72 Middle East FZE 220.00%0.00%0.00%Q4 2022Q1 20232
US FINANCIAL ADVISORS, LLC 220.08%0.08%0.08%Q4 2020Q1 20212
Freedom Investment Management, Inc. 220.02%0.03%0.03%Q3 2022Q4 20222
Cedar Brook Financial Partners, LLC 220.06%0.06%0.06%Q2 2023Q3 20232
Pine Valley Investments Ltd Liability Co 220.07%0.07%0.07%Q2 2023Q3 20232
FFT WEALTH MANAGEMENT LLC 220.02%0.04%0.06%Q2 2021Q3 20212
Optiver Holding B.V. 220.00%0.00%0.00%Q3 2021Q4 20212
CALDWELL SUTTER CAPITAL, INC. 220.00%0.00%0.00%Q2 2023Q3 20232
Procyon Advisors, LLC 220.01%0.01%0.01%Q1 2020Q2 20202
BBVA USA 220.01%0.01%0.02%Q2 2021Q3 20212
First Citizens Financial Corp 220.44%0.46%0.48%Q2 2023Q3 20232
Brio Consultants, LLC 110.05%0.05%0.05%Q1 2022Q3 20222
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 220.11%0.11%0.11%Q2 2023Q3 20232
Distillate Capital Partners LLC 220.80%0.88%0.96%Q2 2022Q3 20222
PRUDENTIAL PLC 220.02%0.03%0.04%Q2 2023Q3 20232
Perpetual Ltd 110.01%0.01%0.02%Q3 2020Q1 20232
NumerixS Investment Technologies Inc 220.01%0.02%0.04%Q1 2020Q2 20202
Olistico Wealth, LLC 220.26%0.26%0.26%Q4 2022Q1 20232
NewSquare Capital LLC 110.00%0.00%0.00%Q2 2022Q1 20232
Herold Advisors, Inc. 110.01%0.01%0.01%Q3 2021Q1 20222
Spartan Planning & Wealth Management 110.43%0.48%0.53%Q4 2022Q3 20232
Financial Architects, Inc 220.00%0.00%0.00%Q1 2020Q2 20202
Cordant, Inc. 110.00%0.00%0.00%Q3 2021Q1 20222
TRUEWEALTH LLC 220.02%0.02%0.02%Q1 2020Q2 20202
Clark Capital Management Group, Inc. 110.00%0.13%0.25%Q1 2020Q4 20212
BAKER TILLY WEALTH MANAGEMENT, LLC 220.02%0.02%0.02%Q1 2023Q2 20232
FSC Wealth Advisors, LLC 220.03%0.03%0.03%Q2 2022Q3 20222
AIA Investment Management Private Ltd 220.18%0.25%0.32%Q2 2020Q3 20202
Financial Insights, Inc. 110.22%0.30%0.38%Q1 2023Q3 20232
LBMC INVESTMENT ADVISORS, LLC 220.02%0.02%0.02%Q3 2021Q4 20212
CADENCE CAPITAL MANAGEMENT LLC 220.11%0.16%0.20%Q2 2020Q3 20202
Gitterman Wealth Management, LLC 110.21%0.24%0.27%Q4 2021Q2 20232
MPS Loria Financial Planners, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
CAMG Solamere Management, LLC 220.92%0.97%1.01%Q1 2021Q2 20212
Bollard Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
WealthPLAN Partners, LLC 220.00%0.00%0.01%Q1 2023Q2 20232
SG3 Management, LLC 110.01%0.04%0.07%Q4 2020Q4 20202
Legato Capital Management LLC 110.15%0.15%0.16%Q2 2020Q2 20212
Woodline Partners LP 110.21%0.30%0.40%Q2 2022Q2 20232
Sandbar Asset Management LLP 111.23%1.79%2.36%Q1 2020Q3 20202
Laurion Capital Management LP 110.00%0.02%0.04%Q2 2020Q4 20202
CREDIT AGRICOLE S A 110.00%0.01%0.02%Q4 2021Q3 20232
Sageworth Trust Co 110.00%0.00%0.00%Q2 2020Q4 20222
Swedbank 220.44%0.45%0.45%Q3 2020Q4 20202
Davis Capital Management 220.06%0.06%0.06%Q1 2020Q2 20202
Northside Capital Management, LLC 110.05%0.05%0.06%Q4 2021Q3 20232
National Wealth Management Group, LLC 110.21%0.33%0.45%Q3 2022Q2 20232
HBK INVESTMENTS L P 220.00%0.01%0.01%Q3 2020Q4 20202
PITTENGER & ANDERSON INC 220.00%0.00%0.00%Q3 2021Q4 20212
CCLA Investment Management 221.71%1.81%1.91%Q2 2023Q3 20232
CHICAGO TRUST Co NA 220.13%0.14%0.16%Q2 2023Q3 20232
VisionPoint Advisory Group, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Morningstar Investment Management LLC 220.08%0.08%0.08%Q2 2023Q3 20232
ORG Partners LLC 220.01%0.02%0.03%Q2 2023Q3 20232
RITHOLTZ WEALTH MANAGEMENT 110.01%0.02%0.03%Q4 2021Q3 20222
Perkins Coie Trust Co 110.00%0.00%0.00%Q1 2020Q3 20232
OLIVER LAGORE VANVALIN INVESTMENT GROUP 110.00%0.00%0.00%Q3 2023Q3 20231
CAXTON ASSOCIATES LP 110.11%0.11%0.11%Q2 2022Q2 20221
Kowal Investment Group, LLC 110.03%0.03%0.03%Q3 2021Q3 20211
Annis Gardner Whiting Capital Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
ZWJ INVESTMENT COUNSEL INC 110.01%0.01%0.01%Q3 2023Q3 20231
MAVERICK CAPITAL LTD 110.00%0.00%0.00%Q2 2020Q2 20201
PA Capital LLC 110.21%0.21%0.21%Q1 2020Q1 20201
KINGDON CAPITAL MANAGEMENT, L.L.C. 111.20%1.20%1.20%Q3 2020Q3 20201
BOENNING & SCATTERGOOD, INC. 110.05%0.05%0.05%Q3 2020Q3 20201
Kula Investments, LLC 110.08%0.08%0.08%Q1 2023Q1 20231
CAPE ANN SAVINGS BANK 110.30%0.30%0.30%Q2 2020Q2 20201
Willingdon Wealth Management 110.12%0.12%0.12%Q1 2020Q1 20201
ALLSTATE INVESTMENT MANAGEMENT CO 110.08%0.08%0.08%Q4 2022Q4 20221
WCG Wealth Advisors LLC 110.04%0.04%0.04%Q2 2022Q2 20221
Leverage Partners Absolute Return Fund SPC 111.86%1.86%1.86%Q3 2022Q3 20221
Interchange Capital Partners, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
FAIRFIELD, BUSH & CO. 110.00%0.00%0.00%Q2 2022Q2 20221
SCOTIA CAPITAL INC. 110.00%0.00%0.00%Q1 2020Q1 20201
Pinz Capital Management, LP 110.02%0.02%0.02%Q1 2021Q1 20211
ERn Financial, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Pictet Asset Management Holding SA 110.65%0.65%0.65%Q3 2023Q3 20231
Vident Advisory, LLC 110.40%0.40%0.40%Q3 2023Q3 20231
NICOLET BANKSHARES INC 110.06%0.06%0.06%Q2 2022Q2 20221
Knowledge Leaders Capital, LLC 111.67%1.67%1.67%Q3 2023Q3 20231
iSAM Funds (UK) Ltd 110.78%0.78%0.78%Q1 2023Q1 20231
Retirement Planning Co of New England, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Reby Advisors, LLC 110.10%0.10%0.10%Q4 2020Q4 20201
MQS Management LLC 110.52%0.52%0.52%Q2 2023Q2 20231
MIK Capital, LP 111.18%1.18%1.18%Q1 2021Q1 20211
GTS SECURITIES LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CARILLON TOWER ADVISERS, INC. 110.03%0.03%0.03%Q1 2020Q1 20201
Claraphi Advisory Network, LLC 110.10%0.10%0.10%Q1 2020Q1 20201
BRASADA CAPITAL MANAGEMENT, LP 110.13%0.13%0.13%Q1 2020Q1 20201
QRG CAPITAL MANAGEMENT, INC. 110.13%0.13%0.13%Q3 2023Q3 20231
ALPHASIMPLEX GROUP, LLC 110.23%0.23%0.23%Q4 2020Q4 20201
FUKOKU MUTUAL LIFE INSURANCE Co 110.02%0.02%0.02%Q3 2023Q3 20231
Nicholas Investment Partners, LP 110.24%0.24%0.24%Q1 2020Q1 20201
Founders Financial Alliance, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
MCDONALD PARTNERS LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Osborn Williams & Donohoe LLC 110.10%0.10%0.10%Q1 2020Q1 20201
AVITY INVESTMENT MANAGEMENT INC. 110.02%0.02%0.02%Q4 2021Q4 20211
BLUEFIN CAPITAL MANAGEMENT, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
J. Goldman & Co LP 110.24%0.24%0.24%Q1 2020Q1 20201
Aurora Private Wealth, Inc. 110.09%0.09%0.09%Q4 2021Q4 20211
Global Financial Private Capital, Inc 110.02%0.02%0.02%Q1 2020Q1 20201
British Airways Pensions Investment Management Ltd 110.36%0.36%0.36%Q1 2020Q1 20201
Graham Capital Management, L.P. 110.06%0.06%0.06%Q3 2023Q3 20231
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Enlightenment Research, LLC 110.72%0.72%0.72%Q3 2021Q3 20211
Astrantus Ltd 110.73%0.73%0.73%Q4 2021Q4 20211
Asset Allocation Strategies LLC 110.16%0.16%0.16%Q3 2023Q3 20231
FIDELITY D & D BANCORP INC 110.21%0.21%0.21%Q3 2023Q3 20231
DeDora Capital, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
Morton Brown Family Wealth, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Concord Wealth Partners 110.00%0.00%0.00%Q1 2021Q1 20211
WIPFLI FINANCIAL ADVISORS LLC, 110.04%0.04%0.04%Q3 2022Q3 20221
Sandy Cove Advisors, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
ETRADE Capital Management LLC 110.02%0.02%0.02%Q1 2020Q1 20201
AXQ CAPITAL, LP 110.23%0.23%0.23%Q4 2022Q4 20221
TOWNSQUARE CAPITAL LLC 110.00%0.00%0.00%Q3 2023Q3 20231
MinichMacGregor Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
RETIREMENT INCOME SOLUTIONS, INC 110.07%0.07%0.07%Q4 2022Q4 20221
CastleArk Alternatives, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
Aptus Capital Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Personal Wealth Partners 110.00%0.00%0.00%Q2 2021Q2 20211
NBT BANK N A /NY 111.43%1.43%1.43%Q3 2023Q3 20231
Chimera Capital Management LLC 110.18%0.18%0.18%Q4 2022Q4 20221
BOYS ARNOLD & CO INC 110.19%0.19%0.19%Q1 2020Q1 20201
Crestone Asset Management LLC 110.08%0.08%0.08%Q3 2023Q3 20231
CNB Bank 110.00%0.00%0.00%Q4 2020Q4 20201
First Capital Advisors Group, LLC. 110.02%0.02%0.02%Q2 2023Q2 20231
Valued Wealth Advisors LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Legacy Financial Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Altus Wealth Group LLC 110.06%0.06%0.06%Q4 2020Q4 20201
PIEDMONT INVESTMENT ADVISORS INC 110.08%0.08%0.08%Q1 2020Q1 20201
PARNASSUS INVESTMENTS, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
PointState Capital LP 110.55%0.55%0.55%Q3 2022Q3 20221
FULLER & THALER ASSET MANAGEMENT, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Aaron Wealth Advisors LLC 110.01%0.01%0.01%Q1 2022Q1 20221
SVA Wealth Management, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
Safeguard Financial, LLC 110.05%0.05%0.05%Q2 2023Q2 20231
Capital Bank & Trust Co 110.00%0.00%0.00%Q1 2020Q1 20201
Hemenway Trust Co LLC 110.04%0.04%0.04%Q1 2020Q1 20201
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Ovata Capital Management Ltd 110.02%0.02%0.02%Q2 2020Q2 20201
SYON CAPITAL LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Koesten, Hirschmann & Crabtree, INC. 110.00%0.00%0.00%Q1 2023Q1 20231
PNC Managed Account Solutions, Inc. 110.13%0.13%0.13%Q2 2021Q2 20211
AllSquare Wealth Management LLC 110.02%0.02%0.02%Q1 2020Q1 20201
D'Orazio & Associates, Inc. 110.01%0.01%0.01%Q3 2021Q3 20211
SEVEN EIGHT CAPITAL, LP 110.22%0.22%0.22%Q2 2020Q2 20201
COOKSON PEIRCE & CO INC 111.77%1.77%1.77%Q1 2020Q1 20201
Masso Torrence Wealth Management Inc. 110.05%0.05%0.05%Q4 2021Q4 20211
FIFTH LANE CAPITAL, LP 110.34%0.34%0.34%Q2 2022Q2 20221
CAPE COD FIVE CENTS SAVINGS BANK 110.03%0.03%0.03%Q1 2020Q1 20201
Westside Investment Management, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Grandview Asset Management LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Pure Financial Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Financiere des Professionnels - Fonds d,investissement inc. 110.01%0.01%0.01%Q3 2023Q3 20231
CHILTON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2021Q4 20211
JS Capital Management LLC 110.03%0.03%0.03%Q1 2020Q1 20201
My Personal CFO, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
BELLEVUE ASSET MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Rinkey Investments 110.02%0.02%0.02%Q4 2021Q4 20211
MITCHELL SINKLER & STARR/PA 110.22%0.22%0.22%Q4 2022Q4 20221
Cartenna Capital, LP 114.17%4.17%4.17%Q3 2022Q3 20221
ETF MANAGERS GROUP, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Princeton Global Asset Management LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Inspire Advisors, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Noble Family Wealth, LLC 110.05%0.05%0.05%Q2 2023Q2 20231
Electron Capital Partners, LLC 111.78%1.78%1.78%Q2 2021Q2 20211
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
WBI INVESTMENTS, LLC 110.34%0.34%0.34%Q4 2021Q4 20211
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Pinnacle Wealth Advisors 110.00%0.00%0.00%Q2 2021Q2 20211
Mach-1 Financial Group, LLC 111.31%1.31%1.31%Q4 2020Q4 20201
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
ARTHUR M. COHEN & ASSOCIATES, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Compass Ion Advisors, LLC 110.22%0.22%0.22%Q3 2023Q3 20231
Landsberg, Bennett, & Dubbaneh LLC 110.31%0.31%0.31%Q1 2020Q1 20201
Empirical Asset Management, LLC 110.40%0.40%0.40%Q2 2022Q2 20221
Alpine Global Management, LLC 110.14%0.14%0.14%Q2 2020Q2 20201
Carolina Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Liontrust Investment Partners LLP 110.03%0.03%0.03%Q3 2023Q3 20231
Qsemble Capital Management, LP 111.09%1.09%1.09%Q1 2023Q1 20231
Maven Securities LTD 110.03%0.03%0.03%Q4 2020Q4 20201
OUTFITTER FINANCIAL LLC 110.00%0.00%0.00%Q4 2021Q4 20211
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
PROVENCE WEALTH MANAGEMENT GROUP 110.00%0.00%0.00%Q3 2023Q3 20231
Headlands Technologies LLC 110.01%0.01%0.01%Q3 2023Q3 20231
BOULDER HILL CAPITAL MANAGEMENT LP 110.39%0.39%0.39%Q1 2022Q1 20221
PICTON MAHONEY ASSET MANAGEMENT 110.55%0.55%0.55%Q1 2020Q1 20201
JEPPSON WEALTH MANAGEMENT, LLC 110.09%0.09%0.09%Q3 2020Q3 20201
EVERMAY WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Kimelman & Baird, LLC 110.03%0.03%0.03%Q2 2021Q2 20211
Enterprise Trust & Investment Co 110.00%0.00%0.00%Q2 2022Q2 20221
Spectrum Management Group, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Silvant Capital Management LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Bay Harbor Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2021Q1 20211
CHEMUNG CANAL TRUST CO 110.13%0.13%0.13%Q4 2023Q4 20231
GREENWOOD CAPITAL ASSOCIATES LLC 110.56%0.56%0.56%Q3 2023Q3 20231
PURSUE WEALTH PARTNERS LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Evercore Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Highview Capital Management LLC/DE/ 110.34%0.34%0.34%Q4 2021Q4 20211
MainStreet Investment Advisors LLC 110.13%0.13%0.13%Q2 2020Q2 20201
PACES FERRY WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Tuttle Capital Management, LLC 110.41%0.41%0.41%Q2 2021Q2 20211
10-15 ASSOCIATES, INC. 110.47%0.47%0.47%Q1 2020Q1 20201
AQR Arbitrage LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
LGT Financial Advisors LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Thomas J. Herzfeld Advisors, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Heritage Financial Services, LLC 110.05%0.05%0.05%Q2 2022Q2 20221
FORT PITT CAPITAL GROUP, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
PETTYJOHN, WOOD & WHITE, INC 110.05%0.05%0.05%Q3 2023Q3 20231
ROCKLAND TRUST CO 110.01%0.01%0.01%Q3 2023Q3 20231
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
TORONTO DOMINION BANK 110.04%0.04%0.04%Q3 2023Q3 20231
Golden State Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Systematic Alpha Investments, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
QCI ASSET MANAGEMENT INC/NY 110.00%0.00%0.00%Q1 2020Q1 20201
Capula Management Ltd 110.01%0.01%0.01%Q3 2021Q3 20211
CHICAGO EQUITY PARTNERS LLC 110.02%0.02%0.02%Q1 2020Q1 20201
VESTOR CAPITAL, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Modera Wealth Management, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
South Dakota Investment Council 110.01%0.01%0.01%Q2 2022Q2 20221
NEOS Investment Management LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Parisi Gray Wealth Management 110.03%0.03%0.03%Q2 2021Q2 20211
55I, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Red Door Wealth Management, LLC 110.19%0.19%0.19%Q2 2023Q2 20231
Providence Capital Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
ROPES WEALTH ADVISORS LLC 110.00%0.00%0.00%Q4 2020Q4 20201
FWL INVESTMENT MANAGEMENT, LLC 110.08%0.08%0.08%Q4 2022Q4 20221
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
180 WEALTH ADVISORS, LLC 110.08%0.08%0.08%Q3 2020Q3 20201
New England Investment & Retirement Group, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Accurate Wealth Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Palestra Capital Management LLC 113.27%3.27%3.27%Q3 2022Q3 20221
Advisors Preferred, LLC 110.18%0.18%0.18%Q4 2021Q4 20211
Watson Rebecca 110.02%0.02%0.02%Q2 2020Q2 20201
Regent Peak Wealth Advisors LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Urban Wealth Management, LLC 110.19%0.19%0.19%Q4 2020Q4 20201
Nachman Norwood & Parrott, Inc 110.01%0.01%0.01%Q3 2020Q3 20201
Atom Investors LP 110.08%0.08%0.08%Q3 2023Q3 20231
T. Rowe Price Investment Management, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Norway Savings Bank 110.00%0.00%0.00%Q4 2020Q4 20201
LYELL WEALTH MANAGEMENT, LP 110.03%0.03%0.03%Q2 2021Q2 20211
LINCOLN NATIONAL CORP 110.01%0.01%0.01%Q3 2023Q3 20231
AGF Investments LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Weil Company, Inc. 110.09%0.09%0.09%Q4 2021Q4 20211
Mystic Asset Management, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Running Oak Capital LLC 110.16%0.16%0.16%Q1 2020Q1 20201
AustralianSuper Pty Ltd 110.02%0.02%0.02%Q3 2023Q3 20231
Atika Capital Management LLC 110.53%0.53%0.53%Q3 2020Q3 20201
Taylor Hoffman Wealth Management 110.01%0.01%0.01%Q2 2020Q2 20201
Private Ocean, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Guardian Wealth Advisors, LLC 110.04%0.04%0.04%Q1 2021Q1 20211
Laurel Wealth Advisors, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
Winslow, Evans & Crocker, Inc. 110.03%0.03%0.03%Q1 2020Q1 20201
Single Point Partners, LLC 110.05%0.05%0.05%Q1 2023Q1 20231
Cassady Schiller Wealth Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Crestwood Advisors Group, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
Claybrook Capital, LLC 110.08%0.08%0.08%Q2 2021Q2 20211
MATHER GROUP, LLC. 110.01%0.01%0.01%Q3 2023Q3 20231
Smith, Salley & Associates 110.02%0.02%0.02%Q4 2021Q4 20211
Concentric Capital Strategies, LP 110.81%0.81%0.81%Q3 2022Q3 20221
DHJJ Financial Advisors, Ltd. 110.01%0.01%0.01%Q3 2023Q3 20231
Covington Investment Advisors Inc. 110.19%0.19%0.19%Q1 2020Q1 20201
TIAA TRUST, NATIONAL ASSOCIATION 110.01%0.01%0.01%Q3 2023Q3 20231
BILL & MELINDA GATES FOUNDATION TRUST 110.01%0.01%0.01%Q3 2023Q3 20231
EPG Wealth Management LLC 110.02%0.02%0.02%Q1 2020Q1 20201
EA Series Trust 110.01%0.01%0.01%Q2 2023Q2 20231
PFS INVESTMENTS INC. 110.02%0.02%0.02%Q1 2020Q1 20201
Beaird Harris Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
MENORA MIVTACHIM HOLDINGS LTD. 111.30%1.30%1.30%Q1 2020Q1 20201
Sonen Capital LLC 111.47%1.47%1.47%Q2 2023Q2 20231
LANSDOWNE PARTNERS (UK) LLP 110.14%0.14%0.14%Q1 2020Q1 20201
CARLSON CAPITAL L P 110.32%0.32%0.32%Q2 2021Q2 20211
OLD MISSION CAPITAL LLC 110.11%0.11%0.11%Q2 2022Q2 20221
J.Safra Asset Management Corp 110.00%0.00%0.00%Q1 2022Q1 20221
Ergoteles LLC 110.09%0.09%0.09%Q3 2022Q3 20221
CHILDRESS CAPITAL ADVISORS, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
USCA RIA LLC 110.06%0.06%0.06%Q1 2020Q1 20201
qPULA Trading Management LP 110.29%0.29%0.29%Q1 2022Q1 20221
Haafor (Singapore) Pte. Ltd. 110.50%0.50%0.50%Q1 2020Q1 20201
Orgel Wealth Management, LLC 110.03%0.03%0.03%Q3 2021Q3 20211
Symmetry Investments LP 110.66%0.66%0.66%Q1 2023Q1 20231
Connecticut Wealth Management, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
ASB Consultores, LLC 110.12%0.12%0.12%Q4 2021Q4 20211
Ballew Advisors, Inc 110.24%0.24%0.24%Q3 2023Q3 20231
Convergence Investment Partners, LLC 110.15%0.15%0.15%Q1 2023Q1 20231
JANICZEK WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Jade Capital Advisors, LLC 111.82%1.82%1.82%Q3 2023Q3 20231
IAG Wealth Partners, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Operose Advisors LLC 110.02%0.02%0.02%Q3 2023Q3 20231
HAP Trading, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Dana Investment Advisors, Inc. 110.52%0.52%0.52%Q1 2020Q1 20201
CWS Financial Advisors, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
INVESTMENT PARTNERS, LTD. 112.63%2.63%2.63%Q3 2022Q3 20221
Karani Asset Management LLC 110.19%0.19%0.19%Q3 2023Q3 20231
Appian Way Asset Management LP 110.52%0.52%0.52%Q3 2023Q3 20231
VIRGINIA RETIREMENT SYSTEMS ET AL 110.08%0.08%0.08%Q1 2020Q1 20201
IHT Wealth Management, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
HNP Capital LLC 110.03%0.03%0.03%Q1 2020Q1 20201
BEL AIR INVESTMENT ADVISORS LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Watchman Group, Inc. 111.31%1.31%1.31%Q1 2020Q1 20201
Sterling Investment Advisors, Ltd. 110.00%0.00%0.00%Q1 2021Q1 20211
1834 INVESTMENT ADVISORS CO 110.00%0.00%0.00%Q4 2020Q4 20201
Burleson & Company, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Southpoint Capital Advisors LP 112.41%2.41%2.41%Q1 2020Q1 20201
Ramirez Asset Management, Inc. 110.06%0.06%0.06%Q3 2023Q3 20231
Arlington Trust Co LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Bornite Capital Management LP 111.85%1.85%1.85%Q2 2023Q2 20231
AXXCESS WEALTH MANAGEMENT, LLC 110.07%0.07%0.07%Q4 2021Q4 20211
SILVERCREST ASSET MANAGEMENT GROUP LLC 110.00%0.00%0.00%Q3 2023Q3 20231
VERUS CAPITAL PARTNERS, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Squar Milner Financial Services LLC 110.00%0.00%0.00%Q1 2020Q1 20201
TCWP LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Lighthouse Investment Partners, LLC 110.08%0.08%0.08%Q2 2023Q2 20231
NorthCoast Asset Management LLC 110.08%0.08%0.08%Q1 2020Q1 20201
Premier Fund Managers Ltd 111.94%1.94%1.94%Q1 2020Q1 20201
Glenview Trust Co 110.02%0.02%0.02%Q3 2023Q3 20231
External links

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