Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 33 |
EARNEST PARTNERS LLC | 23 | 23 | 0.14% | 0.24% | 0.45% | Q1 2018 | Q3 2023 | 23 |
GEODE CAPITAL MANAGEMENT, LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
QUADRANT CAPITAL GROUP LLC | 23 | 23 | 0.00% | 0.02% | 0.09% | Q1 2018 | Q3 2023 | 23 |
Cullen Capital Management, LLC | 23 | 23 | 0.00% | 0.19% | 0.56% | Q1 2018 | Q3 2023 | 23 |
Laird Norton Wetherby Wealth Management, LLC | 22 | 22 | 0.04% | 0.06% | 0.09% | Q2 2018 | Q3 2023 | 22 |
STATE STREET CORP | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Advisors Asset Management, Inc. | 22 | 22 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
NATIXIS ADVISORS, L.P. | 22 | 22 | 0.03% | 0.07% | 0.12% | Q2 2018 | Q3 2023 | 22 |
LAZARD ASSET MANAGEMENT LLC | 22 | 22 | 0.01% | 0.09% | 0.30% | Q2 2018 | Q3 2023 | 22 |
SIGNATUREFD, LLC | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Neuberger Berman Group LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Fisher Asset Management, LLC | 22 | 22 | 0.09% | 0.14% | 0.24% | Q2 2018 | Q3 2023 | 22 |
BANK OF AMERICA CORP /DE/ | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
J.P. Morgan Private Wealth Advisors LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
OPPENHEIMER ASSET MANAGEMENT INC. | 22 | 22 | 0.03% | 0.06% | 0.10% | Q2 2018 | Q3 2023 | 22 |
Crossmark Global Holdings, Inc. | 22 | 22 | 0.01% | 0.08% | 0.33% | Q2 2018 | Q3 2023 | 22 |
JPMORGAN CHASE & CO | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Allianz Asset Management GmbH | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
VANGUARD GROUP INC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
PNC FINANCIAL SERVICES GROUP, INC. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
AXA S.A. | 22 | 22 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 22 |
MORGAN STANLEY | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
State of New Jersey Common Pension Fund D | 22 | 22 | 0.02% | 0.04% | 0.08% | Q2 2018 | Q3 2023 | 22 |
Janney Montgomery Scott LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Invesco Ltd. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
RAYMOND JAMES & ASSOCIATES | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
UBS Group AG | 22 | 22 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 22 |
SEI INVESTMENTS CO | 22 | 22 | 0.03% | 0.05% | 0.09% | Q2 2018 | Q3 2023 | 22 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
PROFUND ADVISORS LLC | 22 | 22 | 0.01% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 22 |
GUGGENHEIM CAPITAL LLC | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
BNP PARIBAS FINANCIAL MARKETS | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 22 | 22 | 0.02% | 0.07% | 0.11% | Q2 2018 | Q3 2023 | 22 |
NORTHERN TRUST CORP | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
US BANCORP \DE\ | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
CITIGROUP INC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
BlackRock Inc. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Legal & General Group Plc | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Mondrian Investment Partners LTD | 22 | 22 | 0.00% | 0.20% | 0.41% | Q2 2018 | Q3 2023 | 22 |
DIMENSIONAL FUND ADVISORS LP | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 21 |
REGIONS FINANCIAL CORP | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
DEUTSCHE BANK AG\ | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 21 |
GLENMEDE TRUST CO NA | 20 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
MGO ONE SEVEN LLC | 21 | 21 | 0.00% | 0.02% | 0.09% | Q3 2018 | Q3 2023 | 21 |
Henry James International Management Inc. | 21 | 21 | 0.06% | 0.28% | 0.50% | Q3 2018 | Q3 2023 | 21 |
GOLDMAN SACHS GROUP INC | 13 | 8 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Parallel Advisors, LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Steward Partners Investment Advisory, LLC | 18 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
JANE STREET GROUP, LLC | 11 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 20 |
BerganKDV Wealth Management, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 20 |
COMERICA BANK | 19 | 19 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2022 | 19 |
BANK OF MONTREAL /CAN/ | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 19 |
FMR LLC | 17 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
M&T BANK CORP | 15 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 18 |
Tower Research Capital LLC (TRC) | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 18 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 18 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 18 |
BSW Wealth Partners | 18 | 18 | 0.02% | 0.06% | 0.10% | Q2 2019 | Q3 2023 | 18 |
Private Capital Group, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 17 |
MML INVESTORS SERVICES, LLC | 14 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 17 |
Connor, Clark & Lunn Investment Management Ltd. | 9 | 1 | 0.00% | 0.03% | 0.07% | Q3 2018 | Q3 2023 | 17 |
MILLENNIUM MANAGEMENT LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2023 | 17 |
Balentine LLC | 14 | 3 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 17 |
STIFEL FINANCIAL CORP | 12 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
LPL Financial LLC | 14 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
Financial Gravity Asset Management, Inc. | 9 | 2 | 0.00% | 0.03% | 0.12% | Q2 2018 | Q3 2023 | 16 |
Ethic Inc. | 16 | 16 | 0.09% | 0.12% | 0.16% | Q4 2019 | Q3 2023 | 16 |
AMERICAN CENTURY COMPANIES INC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2022 | 16 |
GREENLEAF TRUST | 8 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
FIRST TRUST ADVISORS LP | 13 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 15 |
CREDIT SUISSE AG/ | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 15 |
TWO SIGMA ADVISERS, LP | 6 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 15 |
Vanguard Personalized Indexing Management, LLC | 15 | 15 | 0.03% | 0.07% | 0.16% | Q1 2020 | Q3 2023 | 15 |
Pinnacle Wealth Planning Services, Inc. | 12 | 3 | 0.01% | 0.05% | 0.10% | Q3 2019 | Q3 2023 | 15 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 14 | 1 | 0.00% | 0.06% | 0.14% | Q4 2019 | Q3 2023 | 15 |
Banque Cantonale Vaudoise | 15 | 15 | 0.01% | 0.04% | 0.07% | Q1 2020 | Q3 2023 | 15 |
FDx Advisors, Inc. | 11 | 4 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 15 |
Caprock Group, LLC | 14 | 1 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 15 |
ATLAS CAPITAL ADVISORS LLC | 12 | 3 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 15 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 14 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 15 |
GRIMES & COMPANY, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2021 | 15 |
Glassman Wealth Services | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
D. E. Shaw & Co., Inc. | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2023 | 14 |
FEDERATED HERMES, INC. | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 14 |
Bank of New York Mellon Corp | 10 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 14 |
ACADIAN ASSET MANAGEMENT LLC | 14 | 14 | 0.01% | 0.10% | 0.21% | Q2 2020 | Q3 2023 | 14 |
TWO SIGMA INVESTMENTS, LP | 5 | 1 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q3 2023 | 14 |
Cubist Systematic Strategies, LLC | 6 | 1 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q1 2023 | 14 |
AMERIPRISE FINANCIAL INC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 14 |
Global Retirement Partners, LLC | 7 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 13 |
First Horizon Advisors, Inc. | 8 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 13 |
ENTERPRISE FINANCIAL SERVICES CORP | 13 | 13 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q2 2021 | 13 |
FRANKLIN RESOURCES INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
SEGALL BRYANT & HAMILL, LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 13 |
Strategic Wealth Investment Group, LLC | 12 | 1 | 0.02% | 0.04% | 0.10% | Q4 2019 | Q1 2023 | 13 |
PARK AVENUE SECURITIES LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 13 |
Opus Capital Group, LLC | 13 | 13 | 0.04% | 0.06% | 0.10% | Q2 2018 | Q2 2021 | 13 |
MOODY NATIONAL BANK TRUST DIVISION | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Renaissance Technologies | 12 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2021 | 13 |
AdvisorNet Financial, Inc | 7 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2023 | 13 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 12 | 12 | 0.50% | 0.71% | 1.26% | Q1 2018 | Q4 2020 | 12 |
Clearstead Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Mizuho Securities Co. Ltd. | 12 | 12 | 0.01% | 0.21% | 0.73% | Q4 2018 | Q3 2021 | 12 |
Cresset Asset Management, LLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 12 |
Veery Capital, LLC | 12 | 12 | 0.05% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 12 |
EAGLE ASSET MANAGEMENT INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
BARCLAYS PLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.10% | 0.17% | 0.32% | Q4 2020 | Q3 2023 | 12 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 12 | 12 | 0.15% | 0.22% | 0.33% | Q4 2020 | Q3 2023 | 12 |
PDS Planning, Inc | 12 | 12 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Nuveen Asset Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 12 |
Banco de Sabadell, S.A | 12 | 12 | 0.05% | 0.08% | 0.16% | Q2 2018 | Q1 2021 | 12 |
RAYMOND JAMES TRUST N.A. | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 12 |
Curated Wealth Partners LLC | 12 | 12 | 0.02% | 0.11% | 0.22% | Q4 2020 | Q3 2023 | 12 |
Thomas J. Herzfeld Advisors, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
ASSETMARK, INC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 11 |
LMR Partners LLP | 10 | 1 | 0.02% | 0.71% | 1.59% | Q2 2018 | Q4 2021 | 11 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 5 | 1 | 0.00% | 0.09% | 0.41% | Q2 2019 | Q3 2023 | 11 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
OneAscent Financial Services LLC | 6 | 1 | 0.05% | 0.10% | 0.25% | Q2 2019 | Q2 2022 | 11 |
Cerity Partners LLC | 8 | 3 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 11 |
Patriot Financial Group Insurance Agency, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 11 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
ExodusPoint Capital Management, LP | 11 | 11 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 11 |
Aperio Group, LLC | 11 | 11 | 0.02% | 0.04% | 0.05% | Q2 2018 | Q4 2020 | 11 |
Berman Capital Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2021 | 11 |
Freedom Investment Management, Inc. | 11 | 11 | 0.02% | 0.05% | 0.13% | Q1 2021 | Q3 2023 | 11 |
Kestra Advisory Services, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 10 | 10 | 0.20% | 0.32% | 0.40% | Q4 2020 | Q1 2023 | 10 |
Ovata Capital Management Ltd | 10 | 10 | 0.05% | 0.10% | 0.16% | Q4 2019 | Q1 2022 | 10 |
Marks Group Wealth Management, Inc | 8 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 10 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 7 | 3 | 0.00% | 0.02% | 0.06% | Q1 2021 | Q3 2023 | 10 |
HighTower Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
TD ASSET MANAGEMENT INC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Mirae Asset Global Investments Co., Ltd. | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 10 |
Corient Capital Partners, LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2022 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
DUBUQUE BANK & TRUST CO | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
TRUIST FINANCIAL CORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
LSV ASSET MANAGEMENT | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Candriam S.C.A. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2021 | 10 |
FIFTH THIRD BANCORP | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 10 |
Gradient Investments LLC | 7 | 2 | 0.00% | 0.03% | 0.12% | Q2 2018 | Q3 2023 | 9 |
FULTON BANK, N.A. | 5 | 2 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 9 |
Advisory Services Network, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 9 |
Brinker Capital Investments, LLC | 8 | 1 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q4 2022 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Rehmann Capital Advisory Group | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 9 |
Aureus Asset Management, LLC | 6 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Valeo Financial Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 9 |
Vestmark Advisory Solutions, Inc. | 7 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 9 |
Clark Capital Management Group, Inc. | 9 | 9 | 0.31% | 0.39% | 0.50% | Q1 2021 | Q1 2023 | 9 |
NEW YORK STATE COMMON RETIREMENT FUND | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 8 |
Dynamic Technology Lab Private Ltd | 4 | 1 | 0.01% | 0.04% | 0.21% | Q4 2018 | Q2 2022 | 8 |
HARTFORD INVESTMENT MANAGEMENT CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
CWM, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
FIRST INTERSTATE BANK | 8 | 8 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q2 2020 | 8 |
NINE MASTS CAPITAL Ltd | 6 | 1 | 0.17% | 2.56% | 8.51% | Q2 2018 | Q4 2022 | 8 |
AMUNDI ASSET MANAGEMENT US, INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 8 |
Graves Light Lenhart Wealth, Inc. | 6 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2021 | 8 |
Rockefeller Capital Management L.P. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
NOMURA HOLDINGS INC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2022 | 8 |
Rafferty Asset Management, LLC | 8 | 8 | 0.10% | 0.13% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Stiles Financial Services Inc | 8 | 8 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Private Advisor Group, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 8 |
Legacy Wealth Asset Management, LLC | 8 | 8 | 0.04% | 0.24% | 0.79% | Q4 2021 | Q3 2023 | 8 |
PRUDENTIAL FINANCIAL INC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Mount Yale Investment Advisors, LLC | 5 | 3 | 0.02% | 0.06% | 0.10% | Q3 2020 | Q3 2023 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Sequoia Financial Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
RHUMBLINE ADVISERS | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 8 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q4 2022 | 8 |
COZAD ASSET MANAGEMENT INC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2022 | 8 |
World Asset Management Inc | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2020 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
NAVELLIER & ASSOCIATES INC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2019 | 8 |
Campbell & CO Investment Adviser LLC | 8 | 8 | 0.08% | 0.16% | 0.26% | Q2 2021 | Q1 2023 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
UBS ASSET MANAGEMENT AMERICAS INC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2021 | 8 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Alera Investment Advisors, LLC | 6 | 1 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 7 |
A.R.T. Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q4 2019 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
Quantbot Technologies LP | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 7 |
Endowment Wealth Management, Inc. | 7 | 7 | 0.08% | 0.10% | 0.12% | Q4 2021 | Q2 2023 | 7 |
Squarepoint Ops LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
WELLINGTON MANAGEMENT GROUP LLP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Arkadios Wealth Advisors | 5 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 7 |
HENNESSY ADVISORS INC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 7 |
LAKE STREET ADVISORS GROUP, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
Schechter Investment Advisors, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Atria Investments, Inc | 5 | 2 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 7 |
Raymond James Financial Services Advisors, Inc. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 7 |
Qube Research & Technologies Ltd | 2 | 1 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 7 |
Kore Private Wealth LLC | 4 | 3 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 7 |
Creative Planning | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 7 |
Cambridge Investment Research Advisors, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 7 |
BESSEMER GROUP INC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 7 |
Spire Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 7 |
WEDBUSH SECURITIES INC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2021 | 6 |
Simplicity Solutions, LLC | 6 | 6 | 0.01% | 0.01% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Man Group plc | 3 | 3 | 0.00% | 0.03% | 0.08% | Q1 2022 | Q3 2023 | 6 |
Paragon Capital Management Ltd | 6 | 6 | 0.05% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
MARSHALL WACE, LLP | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2022 | 6 |
Squar Milner Financial Services LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 6 |
Ballentine Partners, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 6 |
OPTIMUM INVESTMENT ADVISORS | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
GROUP ONE TRADING, L.P. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 6 |
Mariner, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
DGS Capital Management, LLC | 6 | 6 | 0.07% | 0.13% | 0.20% | Q4 2021 | Q1 2023 | 6 |
Grantham, Mayo, Van Otterloo & Co. LLC | 6 | 6 | 0.00% | 0.03% | 0.06% | Q2 2022 | Q3 2023 | 6 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 6 |
Cable Hill Partners, LLC | 4 | 2 | 0.02% | 0.05% | 0.09% | Q4 2021 | Q3 2023 | 6 |
Employees Retirement System of Texas | 4 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 6 |
Virtu Financial LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2022 | 6 |
Russell Investments Group, Ltd. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 6 |
Mitsubishi UFJ Trust & Banking Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
FinTrust Capital Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
OneAscent Wealth Management LLC | 4 | 2 | 0.06% | 0.15% | 0.40% | Q4 2020 | Q2 2022 | 6 |
Aaron Wealth Advisors LLC | 6 | 6 | 0.02% | 0.06% | 0.20% | Q1 2021 | Q2 2022 | 6 |
SG Americas Securities, LLC | 2 | 1 | 0.00% | 0.02% | 0.11% | Q4 2018 | Q2 2023 | 6 |
Diversified Trust Co | 6 | 6 | 0.01% | 0.06% | 0.08% | Q4 2020 | Q1 2022 | 6 |
Lester Murray Antman dba SimplyRich | 4 | 2 | 0.04% | 0.05% | 0.06% | Q2 2019 | Q2 2021 | 6 |
Wealth Alliance | 5 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 6 |
Csenge Advisory Group | 5 | 1 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q1 2023 | 6 |
LIBERTY WEALTH MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2021 | 6 |
WealthStone, Inc. | 4 | 1 | 0.00% | 0.05% | 0.11% | Q2 2019 | Q1 2021 | 5 |
Vident Investment Advisory, LLC | 5 | 5 | 0.00% | 0.02% | 0.05% | Q2 2022 | Q2 2023 | 5 |
JONES FINANCIAL COMPANIES LLLP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
TIAA, FSB | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2022 | 5 |
Front Row Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
IEQ CAPITAL, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
ADVISORY RESEARCH INC | 5 | 5 | 0.02% | 0.02% | 0.05% | Q3 2018 | Q3 2019 | 5 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.02% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 5 |
Paloma Partners Management Co | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q1 2022 | 5 |
Ativo Capital Management LLC | 3 | 2 | 0.12% | 0.33% | 0.67% | Q2 2018 | Q2 2023 | 5 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
AQR Capital Management | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Allworth Financial LP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Schonfeld Strategic Advisors LLC | 3 | 2 | 0.01% | 0.05% | 0.18% | Q2 2020 | Q3 2023 | 5 |
Cetera Advisor Networks LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 5 |
THOMAS WHITE INTERNATIONAL LTD | 5 | 5 | 0.58% | 1.06% | 1.33% | Q2 2021 | Q2 2022 | 5 |
McIlrath & Eck, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
DRIVE WEALTH MANAGEMENT, LLC | 5 | 5 | 0.04% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 5 |
CANADA PENSION PLAN INVESTMENT BOARD | 3 | 1 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q4 2022 | 5 |
Parkside Financial Bank & Trust | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2022 | 5 |
Penserra Capital Management LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
HARBOUR INVESTMENTS, INC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 5 |
Carroll Financial Associates, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 5 |
CULLEN/FROST BANKERS, INC. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2021 | 5 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Stonebridge Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 5 |
First Personal Financial Services | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2019 | 5 |
BROWN BROTHERS HARRIMAN & CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 4 |
Integrated Wealth Concepts LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Cetera Investment Advisers | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
XTX Topco Ltd | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
HSBC HOLDINGS PLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.26% | 0.32% | 0.37% | Q4 2022 | Q3 2023 | 4 |
COMMONWEALTH EQUITY SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Cutler Group LLC / CA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 4 |
Aspen Grove Capital, LLC | 4 | 4 | 0.09% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Allspring Global Investments Holdings, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Grove Bank & Trust | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
AlphaQ Advisors LLC | 4 | 4 | 0.10% | 0.28% | 0.38% | Q4 2022 | Q3 2023 | 4 |
TUDOR INVESTMENT CORP ET AL | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.10% | 0.13% | 0.20% | Q2 2021 | Q2 2023 | 4 |
CAPTRUST FINANCIAL ADVISORS | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Quantinno Capital Management LP | 4 | 4 | 0.01% | 0.01% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Schubert & Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
FNY Investment Advisers, LLC | 3 | 1 | 0.01% | 0.90% | 2.40% | Q4 2018 | Q2 2020 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Capital Wealth Planning, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
TORONTO DOMINION BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Virtus Investment Advisers, Inc. | 4 | 4 | 0.02% | 0.04% | 0.06% | Q3 2022 | Q2 2023 | 4 |
RITHOLTZ WEALTH MANAGEMENT | 4 | 4 | 0.01% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Evolution Wealth Advisors, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2020 | 4 |
First Affirmative Financial Network | 4 | 4 | 0.09% | 0.11% | 0.12% | Q1 2023 | Q4 2023 | 4 |
ETRADE Capital Management LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q1 2019 | 4 |
Pinnacle Bancorp, Inc. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 4 |
ADVISOR PARTNERS II, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
MARSHALL WACE ASIA Ltd | 4 | 4 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q1 2021 | 4 |
Surevest, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
PERSONAL CFO SOLUTIONS, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
BRINKER CAPITAL INC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 2 | 1 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q2 2020 | 3 |
LGT Fund Management Co Ltd. | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
PANAGORA ASSET MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
TOWNSQUARE CAPITAL LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Israel Discount Bank of New York | 3 | 3 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q1 2019 | 3 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 3 |
ClariVest Asset Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
PUTNAM INVESTMENTS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
WRAPMANAGER INC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
COMMONWEALTH BANK OF AUSTRALIA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Marshall Wace North America L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2021 | 3 |
Dorsey Wright & Associates | 3 | 3 | 0.76% | 0.82% | 0.91% | Q1 2023 | Q3 2023 | 3 |
Aquatic Capital Management LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q2 2023 | 3 |
McClarren Financial Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
COLDSTREAM CAPITAL MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Bridgefront Capital, LLC | 2 | 1 | 0.04% | 0.13% | 0.28% | Q1 2022 | Q1 2023 | 3 |
INTREPID FAMILY OFFICE LLC | 3 | 3 | 5.12% | 6.48% | 7.68% | Q4 2021 | Q2 2022 | 3 |
Jump Financial, LLC | 3 | 3 | 0.01% | 0.08% | 0.14% | Q4 2022 | Q2 2023 | 3 |
Cetera Advisors LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q4 2022 | 3 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.07% | 0.09% | 0.12% | Q2 2021 | Q2 2023 | 3 |
TRUSTCORE FINANCIAL SERVICES, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Asset Management One Co., Ltd. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 3 |
Apollon Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q1 2023 | 3 |
Continuum Advisory, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 3 |
Morse Asset Management, Inc | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2021 | 3 |
HHM Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
VICTORY CAPITAL MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Shilanski & Associates, Inc. | 3 | 3 | 0.08% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Johnson Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.07% | 0.14% | Q2 2018 | Q4 2019 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
AXQ CAPITAL, LP | 2 | 1 | 0.03% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 3 |
Claro Advisors LLC | 3 | 3 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Bartlett & Co. LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 3 |
CVA Family Office, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 3 |
DnB Asset Management AS | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Bayesian Capital Management, LP | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Yorktown Management & Research Co Inc | 3 | 3 | 0.33% | 0.34% | 0.34% | Q1 2023 | Q3 2023 | 3 |
Freestone Capital Holdings, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Legato Capital Management LLC | 3 | 3 | 0.12% | 0.18% | 0.21% | Q4 2019 | Q2 2020 | 3 |
Bogart Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
B. Metzler seel. Sohn & Co. Holding AG | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q2 2021 | 3 |
Beverly Hills Private Wealth, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
SEVEN EIGHT CAPITAL, LP | 1 | 1 | 0.02% | 0.05% | 0.08% | Q3 2022 | Q3 2023 | 3 |
KLR INVESTMENT ADVISORS, LLC | 3 | 3 | 0.46% | 0.57% | 0.77% | Q1 2023 | Q3 2023 | 3 |
EVERGREEN CAPITAL MANAGEMENT LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q2 2019 | 3 |
RENAISSANCE GROUP LLC | 2 | 2 | 0.56% | 0.57% | 0.57% | Q2 2018 | Q3 2018 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
MEEDER ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
Trexquant Investment LP | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 2 |
Itau Unibanco Holding S.A. | 2 | 2 | 0.10% | 0.10% | 0.11% | Q4 2021 | Q1 2022 | 2 |
TT International Asset Management LTD | 2 | 2 | 0.62% | 0.65% | 0.69% | Q3 2021 | Q4 2021 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Private Ocean, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Checchi Capital Advisers, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Leap Investments LP | 2 | 2 | 0.04% | 0.08% | 0.13% | Q2 2019 | Q3 2019 | 2 |
Hennion & Walsh Asset Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Virtus Family Office LLC | 2 | 2 | 0.54% | 0.57% | 0.61% | Q2 2023 | Q3 2023 | 2 |
Larson Financial Group LLC | 2 | 2 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q3 2023 | 2 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Lifestyle Asset Management, Inc. | 2 | 2 | 0.69% | 0.75% | 0.80% | Q1 2023 | Q2 2023 | 2 |
Prestige Wealth Management Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Blueshift Asset Management, LLC | 2 | 2 | 0.01% | 0.06% | 0.11% | Q2 2021 | Q3 2021 | 2 |
180 WEALTH ADVISORS, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Capital Asset Advisory Services LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Ascent Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Wealthspire Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Legacy Financial Advisors, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
CIBC Private Wealth Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
CAROLINAS WEALTH CONSULTING LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Belvedere Trading LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
THRIVENT FINANCIAL FOR LUTHERANS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
LS Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Quantitative Systematic Strategies LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
BALYASNY ASSET MANAGEMENT L.P. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Truvestments Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 2 |
Moisand Fitzgerald Tamayo, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
BARINGS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Engineers Gate Manager LP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q4 2022 | 2 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
PRIVATE TRUST CO NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
MACKENZIE FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Wealthspire Advisors, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 2 |
Standard Family Office LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2021 | 2 |
BRIGHTON JONES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Covenant Multifamily Offices, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
SVB WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 2 |
CFO4Life Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Segantii Capital Management Ltd | 2 | 2 | 0.06% | 0.10% | 0.14% | Q3 2022 | Q4 2022 | 2 |
Parallax Volatility Advisers, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Bellwether Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
DFPG INVESTMENTS, LLC | 2 | 2 | 0.01% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Marquette Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Perigon Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Key FInancial Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.02% | 0.15% | 0.28% | Q3 2021 | Q3 2022 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
DELPHI MANAGEMENT INC /MA/ | 1 | 1 | 1.11% | 1.18% | 1.25% | Q4 2021 | Q4 2022 | 2 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 2 |
STEVENS CAPITAL MANAGEMENT LP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2019 | 2 |
Inspire Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Tidal Investments LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MAVERICK CAPITAL LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Oaktree Fund Advisors, LLC | 1 | 1 | 1.81% | 1.81% | 1.81% | Q2 2021 | Q2 2021 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Wealthstream Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Quantamental Technologies LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Graham Capital Management, L.P. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
First Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
EATON VANCE MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
KADENSA CAPITAL Ltd | 1 | 1 | 1.03% | 1.03% | 1.03% | Q3 2018 | Q3 2018 | 1 |
CAMBIAR INVESTORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Aprio Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Walleye Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Veracity Capital LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CFM WEALTH PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Lee Financial Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Inspire Investing, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Parametrica Management Ltd | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Point72 Asset Management, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
CANTOR FITZGERALD, L. P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Norway Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
PEAK6 Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Proficio Capital Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
STATE OF WISCONSIN INVESTMENT BOARD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2021 | Q2 2021 | 1 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
HARBOR INVESTMENT ADVISORY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
ATTICUS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
PRINCETON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
FLAGSHIP HARBOR ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
BANQUE PICTET & CIE SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Whitnell & Co. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
NISA INVESTMENT ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
MATRIX PRIVATE CAPITAL GROUP LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
Harel Insurance Investments & Financial Services Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Hexavest Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Migdal Insurance & Financial Holdings Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
Formidable Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
American Portfolios Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Dorsey & Whitney Trust CO LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Veritable, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Sunbelt Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
QS Investors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Centiva Capital, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CAPITAL FUND MANAGEMENT S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
NEXT Financial Group, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
HM PAYSON & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Avestar Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Cypress Wealth Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
HAP Trading, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
WealthBridge Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Farther Finance Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Baird Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Edge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Diametric Capital, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Ergoteles LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Operose Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
STEPHENS INC /AR/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
DRW Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
External links
This page lists all the filers that currently own ASE TECHNOLOGY HLDG CO LTD or have owned ASE TECHNOLOGY HLDG CO LTD in the past.