Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 32 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 62 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 56 |
HUNTINGTON NATIONAL BANK | 36 | 15 | 0.00% | 0.00% | 0.00% | Q2 2010 | Q3 2023 | 51 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 46 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.00% | 0.01% | 0.01% | Q1 2013 | Q3 2023 | 43 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.00% | 0.02% | Q1 2013 | Q3 2023 | 43 |
Conestoga Capital Advisors, LLC | 43 | 43 | 1.31% | 2.56% | 3.67% | Q1 2013 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.01% | 0.02% | 0.04% | Q1 2013 | Q3 2023 | 43 |
AQR Capital Management | 42 | 1 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q3 2023 | 43 |
VANGUARD GROUP INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.00% | 0.13% | 0.24% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.00% | 0.00% | 0.01% | Q2 2012 | Q4 2022 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
CAPITAL ADVISORS INC/OK | 42 | 42 | 0.06% | 6.01% | 16.17% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.06% | 0.57% | 1.42% | Q2 2013 | Q3 2023 | 42 |
GLENMEDE TRUST CO NA | 21 | 20 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
BARCLAYS PLC | 31 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
PNC FINANCIAL SERVICES GROUP, INC. | 39 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.01% | 0.01% | 0.04% | Q1 2013 | Q3 2023 | 41 |
COMERICA BANK | 39 | 2 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
State of Tennessee, Treasury Department | 32 | 8 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.02% | 0.03% | 0.05% | Q4 2013 | Q3 2023 | 40 |
UBS ASSET MANAGEMENT AMERICAS INC | 37 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 40 |
STATE STREET CORP | 32 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 40 |
THRIVENT FINANCIAL FOR LUTHERANS | 23 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 40 |
ROYAL BANK OF CANADA | 39 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 22 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 39 |
WESBANCO BANK INC | 18 | 4 | 0.05% | 0.08% | 0.13% | Q2 2013 | Q3 2023 | 39 |
BNP PARIBAS FINANCIAL MARKETS | 35 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 39 |
ATLANTA CAPITAL MANAGEMENT CO L L C | 38 | 38 | 0.07% | 0.12% | 0.17% | Q2 2013 | Q3 2022 | 38 |
Legal & General Group Plc | 37 | 37 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 37 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 36 |
FIRST TRUST ADVISORS LP | 14 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 36 |
Creative Planning | 32 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
BOKF, NA | 15 | 9 | 0.28% | 0.64% | 1.98% | Q3 2014 | Q3 2023 | 35 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 33 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 34 |
SEI INVESTMENTS CO | 27 | 1 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 34 |
Personal Capital Advisors Corp | 34 | 34 | 0.04% | 0.23% | 0.53% | Q3 2014 | Q4 2022 | 34 |
VICTORY CAPITAL MANAGEMENT INC | 34 | 34 | 0.00% | 0.01% | 0.06% | Q2 2015 | Q3 2023 | 34 |
CIBC Private Wealth Group, LLC | 28 | 6 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 34 |
Raymond James Financial Services Advisors, Inc. | 34 | 34 | 0.01% | 0.02% | 0.08% | Q2 2015 | Q3 2023 | 34 |
MACQUARIE GROUP LTD | 14 | 6 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q2 2023 | 33 |
JPMORGAN CHASE & CO | 25 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 33 |
Renaissance Technologies | 21 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 33 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 12 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 32 |
RAYMOND JAMES & ASSOCIATES | 30 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 31 |
QUADRANT CAPITAL GROUP LLC | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2020 | 31 |
D. E. Shaw & Co., Inc. | 15 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 30 |
EULAV Asset Management | 30 | 30 | 0.07% | 0.24% | 0.47% | Q2 2016 | Q3 2023 | 30 |
ProShare Advisors LLC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 30 |
EAGLE ASSET MANAGEMENT INC | 23 | 1 | 0.01% | 0.04% | 0.08% | Q4 2014 | Q3 2023 | 30 |
JANUS HENDERSON GROUP PLC | 19 | 1 | 0.00% | 0.04% | 0.28% | Q2 2015 | Q3 2023 | 29 |
THB ASSET MANAGEMENT | 17 | 12 | 0.03% | 0.15% | 0.49% | Q2 2013 | Q4 2020 | 29 |
Laurel Wealth Advisors, Inc. | 29 | 29 | 0.03% | 0.11% | 0.22% | Q4 2015 | Q4 2022 | 29 |
PEAK6 Investments LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 28 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 13 | 3 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 28 |
State of Alaska, Department of Revenue | 28 | 28 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 28 |
Parkside Financial Bank & Trust | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
MILLENNIUM MANAGEMENT LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 28 |
STATE OF WISCONSIN INVESTMENT BOARD | 28 | 28 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Tower Research Capital LLC (TRC) | 14 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 28 |
Sutton Wealth Advisors Inc. | 28 | 28 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q4 2022 | 28 |
Ameritas Investment Partners, Inc. | 27 | 27 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
WASATCH ADVISORS LP | 27 | 27 | 0.23% | 0.48% | 0.89% | Q1 2017 | Q3 2023 | 27 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 22 | 5 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 27 |
NISA INVESTMENT ADVISORS, LLC | 13 | 6 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 27 |
STRS OHIO | 15 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 27 |
ROYCE & ASSOCIATES LP | 21 | 4 | 0.00% | 0.07% | 0.16% | Q2 2013 | Q2 2023 | 25 |
Aperio Group, LLC | 25 | 25 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2020 | 25 |
PROFUND ADVISORS LLC | 7 | 1 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 25 |
FIFTH THIRD BANCORP | 19 | 6 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 25 |
SG Americas Securities, LLC | 10 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2023 | 25 |
PineBridge Investments, L.P. | 18 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 24 |
STIFEL FINANCIAL CORP | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
LPL Financial LLC | 14 | 3 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 24 |
Municipal Employees' Retirement System of Michigan | 18 | 6 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q1 2020 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
AMALGAMATED BANK | 20 | 1 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 24 |
M&T BANK CORP | 23 | 23 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 23 |
FMR LLC | 21 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 23 |
BAHL & GAYNOR INC | 23 | 23 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.01% | 0.21% | 0.35% | Q1 2018 | Q3 2023 | 23 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2019 | 22 |
Gemmer Asset Management LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2022 | 22 |
Atria Investments, Inc | 22 | 22 | 0.01% | 0.05% | 0.19% | Q2 2018 | Q3 2023 | 22 |
Crossmark Global Holdings, Inc. | 16 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 22 |
WELLINGTON MANAGEMENT GROUP LLP | 20 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2022 | 22 |
TEACHERS ADVISORS, LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2019 | 22 |
CHATHAM CAPITAL GROUP, INC. | 22 | 22 | 0.34% | 0.58% | 0.94% | Q2 2018 | Q3 2023 | 22 |
TCI Wealth Advisors, Inc. | 18 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q1 2023 | 22 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
MV CAPITAL MANAGEMENT, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2019 | 21 |
IFP Advisors, Inc | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2023 | 21 |
First Horizon Advisors, Inc. | 15 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
GUGGENHEIM CAPITAL LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 20 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
TD ASSET MANAGEMENT INC | 18 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2023 | 20 |
FDx Advisors, Inc. | 20 | 20 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q1 2018 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.04% | 0.10% | 0.16% | Q4 2018 | Q3 2023 | 20 |
NEXT Financial Group, Inc | 14 | 6 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2019 | 20 |
Allied Investment Advisors, LLC | 19 | 19 | 0.43% | 0.77% | 1.35% | Q1 2019 | Q3 2023 | 19 |
LS Investment Advisors, LLC | 18 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2021 | 19 |
ALPS ADVISORS INC | 8 | 2 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 19 |
EVERENCE CAPITAL MANAGEMENT INC | 19 | 19 | 0.04% | 0.06% | 0.09% | Q1 2019 | Q3 2023 | 19 |
CAPTRUST FINANCIAL ADVISORS | 12 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 19 |
TUDOR INVESTMENT CORP ET AL | 11 | 1 | 0.01% | 0.05% | 0.12% | Q3 2013 | Q2 2023 | 19 |
Belpointe Asset Management LLC | 19 | 19 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Zebra Capital Management LLC | 14 | 1 | 0.07% | 0.24% | 0.47% | Q4 2013 | Q1 2021 | 19 |
Steward Partners Investment Advisory, LLC | 18 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 19 |
Cubist Systematic Strategies, LLC | 11 | 1 | 0.00% | 0.02% | 0.06% | Q2 2014 | Q3 2023 | 18 |
CONGRESS ASSET MANAGEMENT CO /MA | 18 | 18 | 0.00% | 0.04% | 0.06% | Q3 2016 | Q4 2020 | 18 |
Nuveen Asset Management, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
PANAGORA ASSET MANAGEMENT INC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 18 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7 | 2 | 0.00% | 0.12% | 0.45% | Q2 2013 | Q3 2023 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 17 |
QS Investors, LLC | 13 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q4 2018 | 17 |
BESSEMER GROUP INC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Nationwide Fund Advisors | 14 | 3 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2017 | 17 |
TRUIST FINANCIAL CORP | 17 | 17 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q2 2020 | 17 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
PDT Partners, LLC | 10 | 1 | 0.01% | 0.04% | 0.33% | Q2 2013 | Q3 2023 | 15 |
Daiwa Securities Group Inc. | 12 | 3 | 0.02% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Anchor Investment Management, LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q1 2020 | 15 |
GENEVA CAPITAL MANAGEMENT LLC | 15 | 15 | 1.01% | 1.44% | 2.23% | Q1 2020 | Q3 2023 | 15 |
HBK Sorce Advisory LLC | 9 | 1 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q2 2023 | 15 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
KING LUTHER CAPITAL MANAGEMENT CORP | 15 | 15 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2018 | 15 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2019 | 15 |
OFI Advisors LLC | 11 | 4 | 0.01% | 0.01% | 0.01% | Q3 2011 | Q3 2015 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
RK Capital | 8 | 1 | 0.40% | 1.70% | 2.94% | Q1 2014 | Q3 2021 | 15 |
PEAK6 Group LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2018 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
JANE STREET GROUP, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 14 |
Allworth Financial LP | 11 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 14 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q3 2022 | 14 |
Gotham Asset Management, LLC | 10 | 1 | 0.00% | 0.05% | 0.16% | Q2 2013 | Q3 2023 | 14 |
CENTRAL TRUST Co | 9 | 5 | 0.00% | 0.02% | 0.03% | Q1 2014 | Q3 2023 | 14 |
Holocene Advisors, LP | 9 | 5 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2022 | 14 |
Versant Capital Management, Inc | 8 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2023 | 14 |
Quantinno Capital Management LP | 14 | 14 | 0.02% | 0.15% | 0.37% | Q2 2020 | Q3 2023 | 14 |
Walthausen & Co., LLC | 12 | 2 | 0.50% | 0.91% | 1.33% | Q2 2013 | Q3 2022 | 14 |
MOODY ALDRICH PARTNERS LLC | 8 | 6 | 0.39% | 0.76% | 1.43% | Q2 2016 | Q3 2023 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2019 | 14 |
CIM, LLC | 11 | 2 | 0.05% | 0.06% | 0.09% | Q1 2019 | Q4 2022 | 13 |
AMERICAN CENTURY COMPANIES INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 13 |
Virtus Fund Advisers, LLC | 12 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q4 2017 | 13 |
Man Group plc | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Vestmark Advisory Solutions, Inc. | 13 | 13 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q2 2023 | 13 |
NewEdge Advisors, LLC | 7 | 6 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 13 |
Inspire Investing, LLC | 10 | 1 | 0.03% | 0.04% | 0.09% | Q4 2017 | Q3 2023 | 13 |
KBC Group NV | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 13 |
Squarepoint Ops LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 13 |
HSBC HOLDINGS PLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 13 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
CI INVESTMENTS INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
ROCKEFELLER FINANCIAL SERVICES INC | 12 | 12 | 0.13% | 0.22% | 0.31% | Q1 2015 | Q4 2017 | 12 |
Legacy Wealth Asset Management, LLC | 12 | 12 | 0.08% | 0.14% | 0.22% | Q4 2020 | Q3 2023 | 12 |
Carroll Financial Associates, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2021 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.01% | 0.02% | 0.05% | Q4 2016 | Q3 2019 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2019 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2019 | 12 |
Cadent Capital Advisors, LLC | 12 | 12 | 0.13% | 0.17% | 0.29% | Q4 2020 | Q3 2023 | 12 |
Summit Global Investments | 7 | 1 | 0.02% | 0.06% | 0.11% | Q3 2017 | Q2 2023 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.08% | 0.12% | 0.19% | Q4 2020 | Q3 2023 | 12 |
GSA CAPITAL PARTNERS LLP | 7 | 1 | 0.02% | 0.10% | 0.25% | Q4 2013 | Q3 2023 | 12 |
TIVERTON ASSET MANAGEMENT LLC | 12 | 12 | 0.06% | 0.28% | 0.44% | Q2 2015 | Q1 2018 | 12 |
Precision Wealth Strategies, LLC | 12 | 12 | 0.30% | 0.56% | 1.14% | Q4 2020 | Q3 2023 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2019 | 12 |
Parallel Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 11 |
NATIONAL PENN INVESTORS TRUST CO /PA | 11 | 11 | 0.02% | 0.03% | 0.05% | Q3 2013 | Q1 2016 | 11 |
PRELUDE CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2020 | 11 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 7 | 2 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2023 | 11 |
HighTower Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 11 |
Cresset Asset Management, LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 11 |
Hillsdale Investment Management Inc. | 6 | 1 | 0.00% | 0.05% | 0.10% | Q3 2014 | Q3 2023 | 11 |
Gitterman Wealth Management, LLC | 11 | 11 | 0.73% | 1.14% | 1.48% | Q1 2021 | Q3 2023 | 11 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 10 |
State of New Jersey Common Pension Fund D | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
WOLFF WIESE MAGANA LLC | 8 | 2 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 10 |
Handelsbanken Fonder AB | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Xact Kapitalforvaltning AB | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2020 | 10 |
ASSETMARK, INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 10 |
EATON VANCE MANAGEMENT | 10 | 10 | 0.00% | 0.03% | 0.08% | Q2 2020 | Q3 2022 | 10 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.03% | 0.12% | 0.38% | Q1 2013 | Q3 2023 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
SIGNATUREFD, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 10 |
EXCHANGE TRADED CONCEPTS, LLC | 9 | 1 | 0.00% | 0.02% | 0.06% | Q2 2020 | Q3 2023 | 10 |
Spire Wealth Management | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
BALYASNY ASSET MANAGEMENT L.P. | 5 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q4 2022 | 10 |
OppenheimerFunds, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2019 | 10 |
State of Wyoming | 10 | 10 | 0.03% | 0.06% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Cortina Asset Management, LLC | 9 | 9 | 0.14% | 0.21% | 0.28% | Q2 2013 | Q2 2015 | 9 |
MASSMUTUAL TRUST CO FSB/ADV | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2023 | 9 |
OCCUDO QUANTITATIVE STRATEGIES LP | 5 | 4 | 0.03% | 0.08% | 0.11% | Q2 2021 | Q3 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2015 | 9 |
MEEDER ASSET MANAGEMENT INC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 9 |
Maryland State Retirement & Pension System | 9 | 9 | 0.02% | 0.04% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Squar Milner Financial Services LLC | 9 | 9 | 0.00% | 0.05% | 0.14% | Q2 2018 | Q2 2020 | 9 |
ZACKS INVESTMENT MANAGEMENT | 5 | 4 | 0.02% | 0.02% | 0.03% | Q2 2016 | Q3 2023 | 9 |
HRT FINANCIAL LP | 3 | 1 | 0.00% | 0.02% | 0.03% | Q3 2019 | Q4 2022 | 9 |
DEERE & CO | 8 | 1 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q1 2016 | 9 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Cutler Group LLC / CA | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2017 | 9 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
MARSHALL WACE, LLP | 4 | 1 | 0.00% | 0.01% | 0.05% | Q3 2019 | Q3 2023 | 8 |
Capital Impact Advisors, LLC | 8 | 8 | 0.30% | 0.78% | 1.42% | Q4 2021 | Q3 2023 | 8 |
Advisory Services Network, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q1 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
LAZARD ASSET MANAGEMENT LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 8 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 7 | 1 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2021 | 8 |
KENNEDY CAPITAL MANAGEMENT LLC | 5 | 3 | 0.02% | 0.07% | 0.16% | Q2 2013 | Q2 2023 | 8 |
PIEDMONT INVESTMENT ADVISORS INC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q1 2019 | 8 |
CVA Family Office, LLC | 7 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2023 | 8 |
Lindenwold Advisors, INC | 8 | 8 | 0.13% | 0.20% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Schonfeld Strategic Advisors LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.03% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Trexquant Investment LP | 4 | 1 | 0.01% | 0.04% | 0.07% | Q3 2015 | Q3 2023 | 8 |
FourThought Financial, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 7 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 7 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2023 | 7 |
AVIVA PLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 7 |
Fiduciary Trust Co International of Pennsylvania | 7 | 7 | 0.10% | 0.13% | 0.15% | Q2 2017 | Q4 2018 | 7 |
Vestcor Inc | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2021 | 7 |
HARTFORD INVESTMENT MANAGEMENT CO | 7 | 7 | 0.04% | 0.06% | 0.10% | Q2 2015 | Q4 2016 | 7 |
Capital Analysts, LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q4 2018 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 7 |
Baird Financial Group, Inc. | 4 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
Stone Ridge Asset Management LLC | 5 | 2 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2019 | 7 |
AlphaCrest Capital Management LLC | 6 | 1 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2022 | 7 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 4 | 3 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q2 2023 | 7 |
NumerixS Investment Technologies Inc | 5 | 2 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q2 2020 | 7 |
KILLEN GROUP INC | 7 | 7 | 0.03% | 0.70% | 1.32% | Q2 2013 | Q4 2014 | 7 |
Global Retirement Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
CWM, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
FineMark National Bank & Trust | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 7 |
FULLER & THALER ASSET MANAGEMENT, INC. | 4 | 3 | 0.00% | 0.03% | 0.07% | Q3 2016 | Q3 2023 | 7 |
Sterling Capital Management LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2015 | 7 |
Fieldpoint Private Securities, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
EAM Investors, LLC | 3 | 1 | 0.24% | 0.31% | 0.41% | Q2 2013 | Q2 2023 | 6 |
EverSource Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
WINTON GROUP Ltd | 3 | 1 | 0.01% | 0.15% | 0.47% | Q1 2018 | Q3 2023 | 6 |
PARADIGM ASSET MANAGEMENT CO LLC | 6 | 6 | 0.00% | 0.03% | 0.05% | Q4 2015 | Q1 2017 | 6 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Gibraltar Capital Management, Inc. | 6 | 6 | 0.13% | 0.19% | 0.26% | Q4 2021 | Q1 2023 | 6 |
Quantbot Technologies LP | 3 | 1 | 0.00% | 0.03% | 0.07% | Q2 2020 | Q2 2023 | 6 |
MACKENZIE FINANCIAL CORP | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 6 |
ClariVest Asset Management LLC | 4 | 2 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q3 2020 | 6 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 6 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Point72 Hong Kong Ltd | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2022 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Bell Investment Advisors, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
ALGERT GLOBAL LLC | 3 | 1 | 0.04% | 0.14% | 0.27% | Q1 2016 | Q2 2023 | 6 |
Mirae Asset Global Investments Co., Ltd. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Engineers Gate Manager LP | 4 | 1 | 0.02% | 0.13% | 0.22% | Q2 2021 | Q3 2023 | 6 |
Mariner, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 6 |
Assenagon Asset Management S.A. | 3 | 1 | 0.00% | 0.04% | 0.07% | Q4 2017 | Q2 2023 | 6 |
One Wealth Advisors, LLC | 4 | 1 | 0.01% | 0.05% | 0.06% | Q4 2017 | Q4 2022 | 6 |
Pacer Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Lindbrook Capital, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Grantham, Mayo, Van Otterloo & Co. LLC | 5 | 5 | 0.01% | 0.03% | 0.05% | Q3 2022 | Q3 2023 | 5 |
RATIONAL ADVISORS LLC | 5 | 5 | 0.14% | 0.40% | 0.63% | Q1 2016 | Q1 2017 | 5 |
Point72 Asset Management, L.P. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 5 |
Norway Savings Bank | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2021 | 5 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 4 | 1 | 0.04% | 0.26% | 0.45% | Q4 2017 | Q3 2023 | 5 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2014 | 5 |
ExodusPoint Capital Management, LP | 4 | 1 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 5 |
Alpha Cubed Investments, LLC | 4 | 1 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 5 |
AIGEN INVESTMENT MANAGEMENT, LP | 4 | 1 | 0.00% | 0.09% | 0.14% | Q1 2020 | Q2 2023 | 5 |
Foundry Partners, LLC | 5 | 5 | 0.05% | 0.07% | 0.09% | Q1 2020 | Q1 2021 | 5 |
Tarbox Family Office, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
FARMERS & MERCHANTS INVESTMENTS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
OPPENHEIMER ASSET MANAGEMENT INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
Jefferies Group LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2021 | 5 |
IronBridge Private Wealth, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
MARCO INVESTMENT MANAGEMENT LLC | 4 | 1 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 5 |
Paloma Partners Management Co | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q4 2021 | 5 |
Raleigh Capital Management Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Tradition Wealth Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
PINNACLE FINANCIAL PARTNERS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 5 | 5 | 0.10% | 0.20% | 0.32% | Q4 2019 | Q4 2020 | 5 |
FLAGSHIP HARBOR ADVISORS, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 5 |
Jump Financial, LLC | 3 | 1 | 0.02% | 0.08% | 0.19% | Q3 2020 | Q3 2023 | 5 |
SHINE INVESTMENT ADVISORY SERVICES INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 5 |
Amundi | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
USA FINANCIAL FORMULAS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Wallace Advisory Group, LLC | 4 | 4 | 0.17% | 0.20% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Otter Creek Advisors, LLC | 2 | 2 | 0.90% | 1.70% | 2.68% | Q3 2019 | Q4 2020 | 4 |
Sowell Financial Services LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 4 |
Graham Capital Management, L.P. | 3 | 1 | 0.01% | 0.03% | 0.05% | Q3 2022 | Q3 2023 | 4 |
ACADIAN ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 4 |
Ranger Investment Management | 4 | 4 | 0.81% | 0.91% | 1.03% | Q2 2015 | Q1 2016 | 4 |
LOOMIS SAYLES & CO L P | 4 | 4 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q3 2019 | 4 |
BROWN ADVISORY INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
Aquatic Capital Management LLC | 2 | 1 | 0.02% | 0.04% | 0.11% | Q4 2021 | Q3 2023 | 4 |
ADVISORY RESEARCH INC | 4 | 4 | 0.04% | 0.15% | 0.24% | Q4 2022 | Q3 2023 | 4 |
AdvisorNet Financial, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Quadrature Capital Ltd | 2 | 1 | 0.01% | 0.04% | 0.07% | Q2 2021 | Q1 2023 | 4 |
Alliance Wealth Advisors, LLC /UT | 4 | 4 | 0.19% | 0.21% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Parallax Volatility Advisers, L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 4 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 1 | 0.00% | 0.06% | 0.18% | Q1 2022 | Q3 2023 | 4 |
Ruedi Wealth Management, Inc. | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Source Financial Advisors LLC | 4 | 4 | 0.16% | 0.20% | 0.24% | Q4 2022 | Q3 2023 | 4 |
DUALITY ADVISERS, LP | 2 | 1 | 0.06% | 0.12% | 0.19% | Q1 2022 | Q3 2023 | 4 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 4 | 4 | 0.10% | 0.24% | 0.33% | Q4 2022 | Q3 2023 | 4 |
HARDING LOEVNER LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
FEDERATED HERMES, INC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 4 |
TFS CAPITAL LLC | 3 | 1 | 0.02% | 0.03% | 0.05% | Q3 2013 | Q2 2015 | 4 |
Hardy Reed LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.05% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
C Partners Holding GmbH | 4 | 4 | 0.04% | 0.08% | 0.11% | Q4 2017 | Q3 2018 | 4 |
Harel Insurance Investments & Financial Services Ltd. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 4 |
KEYBANK NATIONAL ASSOCIATION/OH | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Marshall Wace North America L.P. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2021 | 4 |
TWO SIGMA INVESTMENTS, LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2022 | 4 |
Caption Management, LLC | 2 | 2 | 0.04% | 0.06% | 0.07% | Q4 2019 | Q1 2020 | 4 |
CADENCE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.04% | 0.07% | 0.09% | Q1 2013 | Q2 2015 | 4 |
TRUST CO OF OKLAHOMA | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Olistico Wealth, LLC | 4 | 4 | 0.91% | 0.99% | 1.10% | Q4 2022 | Q3 2023 | 4 |
Arabesque Asset Management Ltd | 3 | 1 | 0.18% | 2.56% | 5.54% | Q1 2020 | Q2 2021 | 4 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q1 2023 | 4 |
Baader Bank Aktiengesellschaft | 1 | 1 | 0.02% | 0.11% | 0.14% | Q3 2022 | Q1 2023 | 4 |
FIRST MANHATTAN CO. LLC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CNB Bank | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 3 |
Perimeter Capital Partners, LLC | 3 | 3 | 0.32% | 0.42% | 0.52% | Q2 2013 | Q4 2013 | 3 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 2 | 1 | 0.01% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 3 |
6 Meridian | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 3 |
SHELTON CAPITAL MANAGEMENT | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 3 |
PICTET ASSET MANAGEMENT LTD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Rehmann Capital Advisory Group | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
FORA Capital, LLC | 1 | 1 | 0.01% | 0.04% | 0.05% | Q4 2020 | Q2 2023 | 3 |
Silvant Capital Management LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2018 | Q3 2018 | 3 |
DF DENT & CO INC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
Intellectus Partners, LLC | 2 | 1 | 0.00% | 0.05% | 0.07% | Q4 2016 | Q2 2023 | 3 |
Vanguard Personalized Indexing Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Sageworth Trust Co of South Dakota | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 3 |
GROUP ONE TRADING, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 3 |
C M BIDWELL & ASSOCIATES LTD | 2 | 1 | 0.07% | 0.10% | 0.12% | Q1 2016 | Q2 2020 | 3 |
Manchester Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Mitsubishi UFJ Asset Management Co., Ltd. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 3 |
TFO Wealth Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
NAVELLIER & ASSOCIATES INC | 3 | 3 | 0.86% | 1.05% | 1.15% | Q1 2023 | Q3 2023 | 3 |
PUTNAM INVESTMENTS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
NORDEA INVESTMENT MANAGEMENT AB | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 3 |
CULLEN/FROST BANKERS, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 3 |
PICTET ASSET MANAGEMENT SA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Cambridge Investment Research Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q2 2015 | 3 |
Quantamental Technologies LLC | 1 | 1 | 0.01% | 0.05% | 0.11% | Q4 2018 | Q1 2023 | 3 |
Sageworth Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Avior Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 3 | 3 | 0.03% | 0.05% | 0.08% | Q3 2022 | Q1 2023 | 3 |
COWA, LLC | 2 | 1 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q3 2022 | 3 |
XPONANCE, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
1st Global Advisors, Inc. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q2 2017 | 3 |
Brinker Capital Investments, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
CHICAGO EQUITY PARTNERS LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q2 2014 | 3 |
Bayesian Capital Management, LP | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q2 2023 | 3 |
Janney Montgomery Scott LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
HOWE & RUSLING INC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 3 |
Pinnacle Wealth Planning Services, Inc. | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q2 2023 | 3 |
VAN ECK ASSOCIATES CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 3 |
A.R.T. Advisors, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2014 | Q1 2016 | 3 |
J.P. Morgan Private Wealth Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 3 |
TWO SIGMA ADVISERS, LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2023 | 3 |
Snowden Capital Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Ceredex Value Advisors LLC | 3 | 3 | 0.13% | 0.18% | 0.21% | Q2 2022 | Q4 2022 | 3 |
ADVISOR PARTNERS II, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
EVERGREEN CAPITAL MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
JANUS HENDERSON INVESTORS US LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2017 | 3 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Verition Fund Management LLC | 2 | 1 | 0.00% | 0.03% | 0.06% | Q3 2017 | Q2 2023 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MSI Financial Services Inc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 3 |
Corient Private Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Smithfield Trust Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Strategic Wealth Partners, Ltd. | 3 | 3 | 0.26% | 0.41% | 0.50% | Q3 2022 | Q1 2023 | 3 |
Tevis Investment Management | 2 | 2 | 0.29% | 0.29% | 0.30% | Q2 2023 | Q3 2023 | 2 |
Stratos Wealth Partners, LTD. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 2 | 0.07% | 0.18% | 0.29% | Q2 2016 | Q3 2016 | 2 |
11 Capital Partners LP | 2 | 2 | 2.30% | 2.32% | 2.35% | Q2 2023 | Q3 2023 | 2 |
Key FInancial Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 0.50% | 0.53% | 0.55% | Q2 2017 | Q2 2018 | 2 |
CX Institutional | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Tidal Investments LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Empower Advisory Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Ergoteles LLC | 1 | 1 | 0.03% | 0.05% | 0.07% | Q3 2020 | Q4 2022 | 2 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 2 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q1 2022 | 2 |
HOLLENCREST CAPITAL MANAGEMENT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Allianz Asset Management GmbH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2023 | 2 |
BRYN MAWR CAPITAL MANAGEMENT INC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2014 | Q3 2014 | 2 |
EAM Global Investors LLC | 2 | 2 | 0.87% | 1.02% | 1.18% | Q1 2023 | Q2 2023 | 2 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2014 | 2 |
ARGI Investment Services, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Axiom Investment Management LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q2 2019 | 2 |
TWINBEECH CAPITAL LP | 2 | 2 | 0.08% | 0.11% | 0.14% | Q2 2023 | Q3 2023 | 2 |
SeaCrest Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Central Square Management LLC | 1 | 1 | 0.28% | 0.32% | 0.36% | Q2 2014 | Q2 2015 | 2 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.03% | 0.05% | 0.06% | Q1 2021 | Q4 2022 | 2 |
Skandinaviska Enskilda Banken AB (publ) | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
EP Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Blue Trust, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
MARINO, STRAM & ASSOCIATES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.16% | 0.17% | 0.19% | Q2 2023 | Q3 2023 | 2 |
CAPITAL ONE, NATIONAL ASSOCIATION | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2014 | Q2 2014 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
AXA S.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
WEXFORD CAPITAL LP | 1 | 1 | 0.04% | 0.07% | 0.10% | Q4 2016 | Q1 2023 | 2 |
MENTA CAPITAL LLC | 1 | 1 | 0.06% | 0.10% | 0.13% | Q1 2015 | Q4 2017 | 2 |
DFPG INVESTMENTS, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q2 2023 | 2 |
Hutchin Hill Capital, LP | 1 | 1 | 0.02% | 0.03% | 0.03% | Q3 2013 | Q2 2014 | 2 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 2 |
D.A. DAVIDSON & CO. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2015 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Financial Gravity Asset Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Virtu Financial LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
XTX Topco Ltd | 1 | 1 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 2 |
Jupiter Investment Management Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
RAMSEY QUANTITATIVE SYSTEMS | 2 | 2 | 0.83% | 0.85% | 0.88% | Q3 2016 | Q4 2016 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Telemark Asset Management, LLC | 2 | 2 | 0.79% | 0.80% | 0.80% | Q4 2022 | Q1 2023 | 2 |
Krilogy Financial LLC | 2 | 2 | 0.14% | 0.15% | 0.15% | Q2 2023 | Q3 2023 | 2 |
OPPENHEIMER & CO INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q1 2015 | 2 |
Cornerstone Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
AlphaStar Capital Management, LLC | 2 | 2 | 0.06% | 0.14% | 0.21% | Q2 2023 | Q3 2023 | 2 |
Connor, Clark & Lunn Investment Management Ltd. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Adams Asset Advisors, LLC | 2 | 2 | 0.86% | 4.17% | 7.48% | Q3 2019 | Q4 2019 | 2 |
Bridgecreek Investment Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Point72 Middle East FZE | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 2 |
OMERS ADMINISTRATION Corp | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2020 | 2 |
Trivant Custom Portfolio Group, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q2 2023 | 2 |
SYMPHONY ASSET MANAGEMENT LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q3 2016 | Q4 2016 | 2 |
Leucadia National | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Financial Architects, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
CenterBook Partners LP | 2 | 2 | 0.32% | 0.32% | 0.32% | Q2 2023 | Q3 2023 | 2 |
SG3 Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 2 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 2 |
EVOKE WEALTH, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.14% | 0.20% | 0.26% | Q1 2021 | Q4 2022 | 2 |
Calamos Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 1 | 1 | 0.04% | 0.06% | 0.07% | Q3 2013 | Q2 2016 | 2 |
Jane Street Holding, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q1 2019 | 2 |
B. Riley Wealth Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
GUIDANCE CAPITAL, INC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Private Capital Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Wakefield Asset Management LLLP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
WHITE PINE CAPITAL LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2013 | Q4 2013 | 1 |
Pluribus Labs, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2021 | Q4 2021 | 1 |
300 NORTH CAPITAL, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2015 | Q1 2015 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
STONNINGTON GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Empowered Funds, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
GREENWOOD CAPITAL ASSOCIATES LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
West Tower Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Operose Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
LORD, ABBETT & CO. LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Walleye Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Independent Portfolio Consultants, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
NORDEN GROUP LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
First Trust Direct Indexing L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Diametric Capital, LP | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2022 | Q3 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NATIXIS ADVISORS, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SAWGRASS ASSET MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
FRANKLIN RESOURCES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
WHITTIER TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
EA Series Trust | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
O'Neil Global Advisors, Inc. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2023 | Q1 2023 | 1 |
Bridgewater Associates | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Argentus Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GREAT VALLEY ADVISOR GROUP, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Caprock Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Illinois Municipal Retirement Fund | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
DekaBank Deutsche Girozentrale | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Athanor Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
abrdn plc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
FIRST MERCANTILE TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
ROYAL LONDON ASSET MANAGEMENT LTD | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2019 | Q3 2019 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Independence Capital Asset Partners, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2014 | Q4 2014 | 1 |
AlphaMark Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Teza Capital Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ORG Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Fiera Capital Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Geneos Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Walleye Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
KWMG, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Alpha Quant Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Lee Financial Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Colonial Trust Co / SC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SAC Capital Advisors LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Blueshift Asset Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Sepio Capital, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
AMUNDI ASSET MANAGEMENT US, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
CreativeOne Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
361 CAPITAL LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2020 | Q2 2020 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Cetera Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Stanley-Laman Group, Ltd. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2013 | Q4 2013 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Trutina Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
NATIXIS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
JOYN Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CIBC Asset Management Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2021 | Q1 2021 | 1 |
U S GLOBAL INVESTORS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
Pearl River Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
MOODY NATIONAL BANK TRUST DIVISION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Magnus Financial Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
ONTARIO TEACHERS PENSION PLAN BOARD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Ascent Wealth Partners, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Lido Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Absolute Return Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
HM PAYSON & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Centiva Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
NORTHWEST WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
SG Capital Management LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2018 | Q2 2018 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MQS Management LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q2 2023 | 1 |
OmniStar Financial Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2019 | Q4 2019 | 1 |
Aureus Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Addison Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
SHEPHERD KAPLAN KROCHUK, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2014 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
Parcion Private Wealth LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own AAON INC or have owned AAON INC in the past.