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FACTSET RESH SYS INC
FACTSET RESH SYS INC. Institutional holdings reported to the SEC.

Institutional Holders (2017Q1)
Portfolio Summary: 410 Institutional holders with a total value of $6,224,691,141.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MINICHMACGREGOR WEALTH MANAGEMENT, LLC 8 1,000 0.00%
2 Allworth Financial LP 7 1,000 0.00%
3 QS Investors, LLC 4 1,000 0.00%
4 CUTLER GROUP LLC / CA 500 2,000 0.00% Put
5 NewSquare Capital LLC 15 2,000 0.00%
6 NEXT Financial Group, Inc 14 2,000 0.00%
7 Hillsdale Investment Management Inc. 15 2,000 0.00%
8 GLOBAL RETIREMENT PARTNERS, LLC 11 2,000 0.00%
9 MCF Advisors LLC 11 2,000 0.00%
10 Financial Management Professionals, Inc. 15 2,000 0.00%
11 CLEAR PERSPECTIVE ADVISORS, LLC 11 2,000 0.00%
12 CREATIVE FINANCIAL DESIGNS INC /ADV 12 2,000 0.00%
13 OMNIA FAMILY WEALTH, LLC 12 2,000 0.00%
14 QUADRANT CAPITAL GROUP LLC 25 3,000 0.00%
15 SPIDERROCK ADVISORS, LLC 600 3,000 0.00% Call PRN
16 PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC 16 3,000 0.00%
17 Winfield Associates, Inc. 20 3,000 0.00%
18 AlphaMark Advisors, LLC 19 3,000 0.00%
19 TAYLOR WEALTH MANAGEMENT PARTNERS 25 4,000 0.00%
20 CENTRAL TRUST Co 25 4,000 0.00%
21 FOUNDERS CAPITAL MANAGEMENT 25 4,000 0.00%
22 SPIDERROCK ADVISORS, LLC 900 4,000 0.00% Put PRN
23 CITY HOLDING CO 25 4,000 0.00%
24 Archford Capital Strategies, LLC 29 5,000 0.00%
25 Plante Moran Financial Advisors, LLC 35 6,000 0.00%
26 BELLWETHER INVESTMENT GROUP, LLC 39 6,000 0.00%
27 Weaver C. Barksdale & Associates, Inc. 39 6,000 0.00%
28 Financial Architects, Inc 35 6,000 0.00%
29 MassMutual Private Wealth & Trust, FSB 45 7,421 0.00%
30 ZIONS BANCORPORATION 51 8,000 0.00%
31 SONORA INVESTMENT MANAGEMENT, LLC 50 8,246 0.00%
32 MV CAPITAL MANAGEMENT, INC. 57 9,000 0.00%
33 Chicago Partners Investment Group LLC 56 9,000 0.00%
34 VERSANT CAPITAL MANAGEMENT, INC 66 10,000 0.00%
35 ARROW FINANCIAL CORP 60 10,000 0.00%
36 ORRSTOWN FINANCIAL SERVICES INC 59 10,000 0.00%
37 Orion Porfolio Solutions, LLC 64 11,000 0.00%
38 Parkside Financial Bank & Trust 73 12,000 0.00%
39 Glassman Wealth Services 70 12,000 0.00%
40 Ledyard National Bank 80 13,000 0.00%
41 HERNDON CAPITAL MANAGEMENT LLC 82 14,000 0.00%
42 PARALLEL ADVISORS, LLC 86 14,000 0.00%
43 THOMPSON DAVIS & CO., INC. 89 15,000 0.00%
44 NOMURA ASSET MANAGEMENT CO LTD 90 15,000 0.00%
45 Gemmer Asset Management LLC 94 16,000 0.00%
46 American Research & Management Co. 100 16,000 0.00%
47 Walleye Trading LLC 100 16,000 0.00% Put
48 GENEOS WEALTH MANAGEMENT INC. 100 16,000 0.00%
49 First Horizon Advisors, Inc. 137 22,000 0.00%
50 IHT WEALTH MANAGEMENT, LLC 140 23,000 0.00%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.