Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 114 |
Citadel Advisors | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 93 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 73 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.00% | 0.03% | Q1 2012 | Q3 2023 | 71 |
Walleye Trading LLC | 17 | 16 | 0.00% | 0.00% | 0.03% | Q4 2014 | Q1 2023 | 70 |
D. E. Shaw & Co., Inc. | 17 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 58 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 56 |
PEAK6 Group LLC | 19 | 1 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q2 2018 | 49 |
PEAK6 Investments LLC | 17 | 3 | 0.00% | 0.01% | 0.05% | Q3 2018 | Q3 2023 | 48 |
WOLVERINE TRADING, LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2023 | 46 |
SEGALL BRYANT & HAMILL, LLC | 43 | 43 | 0.04% | 0.64% | 1.38% | Q1 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.01% | 0.01% | 0.02% | Q1 2013 | Q3 2023 | 43 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 43 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 43 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 43 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
GAGNON SECURITIES LLC | 42 | 42 | 4.25% | 6.27% | 8.52% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ROYCE & ASSOCIATES LP | 42 | 42 | 0.16% | 0.57% | 1.12% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Cannell & Co. | 42 | 42 | 0.26% | 1.30% | 2.86% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Brandywine Global Investment Management, LLC | 42 | 42 | 0.06% | 0.09% | 0.12% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.01% | 0.01% | 0.01% | Q2 2012 | Q4 2022 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 42 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.03% | Q4 2014 | Q3 2023 | 42 |
Barton Investment Management | 42 | 42 | 2.12% | 3.96% | 5.60% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
NEEDHAM INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.28% | 0.86% | 2.14% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 20 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 41 |
AMERICAN INTERNATIONAL GROUP, INC. | 24 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
KLINGENSTEIN FIELDS & CO LP | 40 | 40 | 0.00% | 0.68% | 1.49% | Q2 2013 | Q1 2023 | 41 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2023 | 41 |
AQR Capital Management | 40 | 40 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q3 2023 | 40 |
Provident Investment Management, Inc. | 40 | 40 | 2.69% | 4.73% | 6.13% | Q4 2013 | Q3 2023 | 40 |
OPPENHEIMER & CO INC | 40 | 40 | 0.01% | 0.07% | 0.16% | Q4 2013 | Q3 2023 | 40 |
Gagnon Advisors, LLC | 40 | 40 | 3.98% | 6.33% | 9.00% | Q4 2013 | Q3 2023 | 40 |
AMERIPRISE FINANCIAL INC | 34 | 6 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 40 |
MILLENNIUM MANAGEMENT LLC | 16 | 1 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 40 |
STRS OHIO | 28 | 11 | 0.00% | 0.13% | 0.28% | Q2 2013 | Q3 2023 | 39 |
HUNTINGTON NATIONAL BANK | 39 | 39 | 0.03% | 0.08% | 0.13% | Q1 2014 | Q3 2023 | 39 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 23 | 16 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 39 |
Cutler Group LLC / CA | 13 | 6 | 0.00% | 0.01% | 0.10% | Q4 2015 | Q3 2021 | 39 |
LAZARD ASSET MANAGEMENT LLC | 32 | 7 | 0.00% | 0.01% | 0.06% | Q4 2013 | Q3 2023 | 39 |
Utah Retirement Systems | 29 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 39 |
Allianz Asset Management GmbH | 35 | 3 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 38 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 38 | 38 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 38 |
DIMENSIONAL FUND ADVISORS LP | 38 | 38 | 0.01% | 0.07% | 0.10% | Q2 2014 | Q3 2023 | 38 |
WELLINGTON MANAGEMENT GROUP LLP | 36 | 2 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q3 2023 | 38 |
JANE STREET GROUP, LLC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 38 |
BNP PARIBAS FINANCIAL MARKETS | 30 | 3 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 38 |
RAYMOND JAMES & ASSOCIATES | 35 | 2 | 0.00% | 0.02% | 0.04% | Q2 2014 | Q3 2023 | 37 |
Bartlett & Co. LLC | 21 | 16 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2023 | 37 |
SHUFRO ROSE & CO LLC | 37 | 37 | 0.07% | 0.12% | 0.16% | Q3 2014 | Q3 2023 | 37 |
Legal & General Group Plc | 37 | 37 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 37 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 36 |
Mork Capital Management, LLC | 36 | 36 | 0.78% | 1.62% | 2.67% | Q4 2014 | Q3 2023 | 36 |
Neuberger Berman Group LLC | 28 | 4 | 0.00% | 0.01% | 0.05% | Q4 2013 | Q3 2023 | 36 |
PRINCIPAL FINANCIAL GROUP INC | 25 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 35 |
Artisan Partners Limited Partnership | 35 | 35 | 0.02% | 0.35% | 0.77% | Q1 2015 | Q3 2023 | 35 |
Calamos Advisors LLC | 30 | 2 | 0.00% | 0.12% | 0.24% | Q2 2013 | Q3 2023 | 35 |
MUFG Americas Holdings Corp | 25 | 1 | 0.00% | 0.00% | 0.01% | Q2 2011 | Q3 2022 | 35 |
Polaris Capital Management, LLC | 35 | 35 | 0.02% | 0.10% | 0.22% | Q1 2015 | Q3 2023 | 35 |
CAMBIAR INVESTORS LLC | 22 | 5 | 0.06% | 0.29% | 0.69% | Q1 2013 | Q3 2023 | 35 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
METROPOLITAN LIFE INSURANCE CO/NY | 35 | 35 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 35 |
J.P. Morgan Private Wealth Advisors LLC | 18 | 5 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 34 |
Tower Research Capital LLC (TRC) | 14 | 1 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 34 |
Spot Trading L.L.C | 14 | 14 | 0.00% | 0.01% | 0.05% | Q4 2013 | Q1 2017 | 34 |
SEI INVESTMENTS CO | 18 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 34 |
CI INVESTMENTS INC. | 34 | 34 | 0.00% | 0.21% | 0.64% | Q2 2015 | Q3 2023 | 34 |
Aldebaran Financial Inc. | 34 | 34 | 0.17% | 1.14% | 1.80% | Q4 2013 | Q1 2022 | 34 |
PANAGORA ASSET MANAGEMENT INC | 34 | 34 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2021 | 34 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 22 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 34 |
AMALGAMATED BANK | 34 | 34 | 0.01% | 0.02% | 0.04% | Q2 2015 | Q3 2023 | 34 |
Parkside Financial Bank & Trust | 33 | 33 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2023 | 33 |
TRUIST FINANCIAL CORP | 33 | 33 | 0.01% | 0.03% | 0.10% | Q3 2015 | Q3 2023 | 33 |
OLD NATIONAL BANCORP /IN/ | 33 | 33 | 0.01% | 0.03% | 0.06% | Q3 2015 | Q3 2023 | 33 |
SKBA CAPITAL MANAGEMENT LLC | 18 | 14 | 0.04% | 0.20% | 1.55% | Q3 2015 | Q3 2023 | 32 |
INGALLS & SNYDER LLC | 30 | 30 | 0.00% | 0.09% | 0.18% | Q2 2016 | Q3 2023 | 32 |
Cubist Systematic Strategies, LLC | 14 | 1 | 0.00% | 0.04% | 0.22% | Q2 2014 | Q3 2023 | 32 |
Douglas Lane & Associates, LLC | 31 | 31 | 0.69% | 1.09% | 1.82% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.00% | 0.03% | Q4 2015 | Q3 2023 | 31 |
Parallax Volatility Advisers, L.P. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2021 | 31 |
REINHART PARTNERS, LLC. | 31 | 31 | 0.16% | 1.14% | 2.58% | Q1 2016 | Q3 2023 | 31 |
SIGNATUREFD, LLC | 23 | 3 | 0.00% | 0.02% | 0.11% | Q3 2014 | Q3 2023 | 30 |
NATIXIS ADVISORS, L.P. | 29 | 29 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q3 2023 | 29 |
ClearBridge Investments | 25 | 4 | 0.00% | 0.02% | 0.05% | Q1 2014 | Q2 2021 | 29 |
FIFTH THIRD BANCORP | 21 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 28 |
BTR CAPITAL MANAGEMENT INC | 28 | 28 | 0.25% | 1.82% | 2.30% | Q2 2013 | Q1 2020 | 28 |
VICTORY CAPITAL MANAGEMENT INC | 23 | 5 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 28 |
PEREGRINE CAPITAL MANAGEMENT LLC | 22 | 6 | 0.00% | 0.19% | 0.40% | Q3 2016 | Q3 2023 | 28 |
COOKE & BIELER LP | 28 | 28 | 0.20% | 0.45% | 0.64% | Q4 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q3 2023 | 28 |
TWO SIGMA INVESTMENTS, LP | 7 | 1 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
BAMCO INC /NY/ | 28 | 28 | 0.03% | 0.52% | 1.00% | Q2 2013 | Q1 2020 | 28 |
BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 28 | 28 | 0.00% | 1.55% | 3.16% | Q4 2015 | Q3 2022 | 28 |
VONTOBEL ASSET MANAGEMENT INC | 28 | 28 | 0.17% | 0.30% | 0.54% | Q3 2013 | Q2 2020 | 28 |
Zweig-DiMenna Associates LLC | 19 | 3 | 0.22% | 0.77% | 1.69% | Q2 2013 | Q2 2023 | 28 |
FEDERATED HERMES, INC. | 27 | 27 | 0.14% | 0.21% | 0.26% | Q2 2013 | Q4 2019 | 27 |
TWO SIGMA ADVISERS, LP | 12 | 1 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 27 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 27 | 27 | 0.14% | 0.74% | 1.49% | Q2 2013 | Q4 2019 | 27 |
OSTERWEIS CAPITAL MANAGEMENT INC | 27 | 27 | 1.63% | 3.08% | 4.90% | Q2 2013 | Q4 2019 | 27 |
GRAYBILL WEALTH MANAGEMENT, LTD. | 27 | 27 | 1.92% | 2.78% | 3.85% | Q2 2013 | Q4 2019 | 27 |
MOGY JOEL R INVESTMENT COUNSEL INC | 14 | 2 | 0.02% | 0.04% | 0.05% | Q4 2015 | Q4 2022 | 27 |
SELZ CAPITAL LLC | 27 | 27 | 4.12% | 7.65% | 11.28% | Q2 2013 | Q4 2019 | 27 |
SOUTHPORT MANAGEMENT, L.L.C. | 27 | 27 | 1.98% | 5.15% | 8.72% | Q2 2013 | Q4 2019 | 27 |
Keeley-Teton Advisors, LLC | 27 | 27 | 0.90% | 1.70% | 3.11% | Q1 2017 | Q3 2023 | 27 |
REGIONS FINANCIAL CORP | 25 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 26 |
Parkside Investments, LLC | 26 | 26 | 0.96% | 1.44% | 2.06% | Q2 2017 | Q3 2023 | 26 |
Aperio Group, LLC | 24 | 2 | 0.00% | 0.03% | 0.08% | Q2 2014 | Q4 2020 | 26 |
CWM, LLC | 18 | 8 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 26 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 12 | 2 | 0.00% | 0.06% | 0.26% | Q2 2013 | Q3 2023 | 26 |
PARNASSUS INVESTMENTS, LLC | 26 | 26 | 0.07% | 0.19% | 0.45% | Q3 2013 | Q4 2019 | 26 |
RAYMOND JAMES TRUST N.A. | 26 | 26 | 0.02% | 0.03% | 0.05% | Q2 2017 | Q3 2023 | 26 |
1832 Asset Management L.P. | 15 | 11 | 0.01% | 0.10% | 0.22% | Q2 2013 | Q4 2019 | 26 |
CAPITAL COUNSEL LLC/NY | 25 | 25 | 0.96% | 2.55% | 4.15% | Q1 2014 | Q1 2020 | 25 |
Mitsubishi UFJ Trust & Banking Corp | 18 | 1 | 0.00% | 0.01% | 0.08% | Q4 2013 | Q2 2022 | 25 |
Boston Partners | 21 | 4 | 0.00% | 0.21% | 0.48% | Q3 2015 | Q3 2023 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.17% | 0.42% | Q4 2016 | Q3 2023 | 25 |
Bogart Wealth, LLC | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 25 | 25 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2019 | 25 |
UNDERHILL INVESTMENT MANAGEMENT LLC | 24 | 24 | 6.79% | 8.81% | 10.74% | Q2 2013 | Q1 2019 | 24 |
Dorsey & Whitney Trust CO LLC | 20 | 1 | 0.03% | 0.11% | 0.20% | Q2 2013 | Q4 2019 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2019 | 24 |
DENALI ADVISORS LLC | 24 | 24 | 0.01% | 0.27% | 0.71% | Q4 2016 | Q3 2022 | 24 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.08% | 0.23% | Q2 2015 | Q1 2023 | 24 |
WHITTIER TRUST CO | 24 | 24 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2019 | 24 |
Quantbot Technologies LP | 5 | 1 | 0.00% | 0.05% | 0.22% | Q2 2014 | Q3 2023 | 23 |
Horizon Kinetics | 23 | 23 | 0.01% | 0.06% | 0.35% | Q2 2013 | Q4 2018 | 23 |
Patriot Financial Group Insurance Agency, LLC | 23 | 23 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q2 2022 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
LORD, ABBETT & CO. LLC | 23 | 23 | 0.03% | 0.12% | 0.30% | Q2 2013 | Q4 2018 | 23 |
Pekin Hardy Strauss, Inc. | 23 | 23 | 0.05% | 1.37% | 2.77% | Q2 2016 | Q4 2021 | 23 |
SHELL ASSET MANAGEMENT CO | 23 | 23 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 23 |
AMERICAN CENTURY COMPANIES INC | 18 | 5 | 0.00% | 0.01% | 0.05% | Q4 2015 | Q3 2023 | 23 |
LSV ASSET MANAGEMENT | 23 | 23 | 0.00% | 0.03% | 0.04% | Q4 2016 | Q2 2022 | 23 |
TUDOR INVESTMENT CORP ET AL | 14 | 1 | 0.01% | 0.04% | 0.12% | Q2 2013 | Q3 2022 | 22 |
GREYSTONE INVESTMENT MANAGEMENT LLC | 22 | 22 | 2.93% | 3.64% | 4.21% | Q3 2013 | Q4 2018 | 22 |
HAHN CAPITAL MANAGEMENT LLC | 22 | 22 | 0.97% | 3.27% | 4.60% | Q2 2018 | Q3 2023 | 22 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 21 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 22 |
QUANTUM CAPITAL MANAGEMENT | 22 | 22 | 0.05% | 2.05% | 3.33% | Q3 2013 | Q4 2018 | 22 |
Paloma Partners Management Co | 10 | 1 | 0.00% | 0.11% | 0.39% | Q2 2013 | Q3 2021 | 22 |
COMERICA BANK | 10 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 21 |
BOSTON FAMILY OFFICE LLC | 21 | 21 | 0.22% | 0.56% | 0.80% | Q1 2014 | Q1 2019 | 21 |
Wellington Shields Capital Management, LLC | 10 | 1 | 0.01% | 0.23% | 0.82% | Q1 2014 | Q4 2022 | 21 |
GROUP ONE TRADING, L.P. | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2021 | 21 |
Squarepoint Ops LLC | 11 | 2 | 0.00% | 0.02% | 0.08% | Q3 2015 | Q3 2023 | 21 |
GUGGENHEIM CAPITAL LLC | 20 | 20 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2018 | 21 |
Capital International Investors | 21 | 21 | 0.01% | 0.08% | 0.15% | Q3 2018 | Q3 2023 | 21 |
Old West Investment Management, LLC | 21 | 21 | 0.14% | 0.84% | 1.68% | Q2 2013 | Q2 2018 | 21 |
MML INVESTORS SERVICES, LLC | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Nuveen Asset Management, LLC | 18 | 3 | 0.00% | 0.01% | 0.05% | Q3 2017 | Q3 2023 | 21 |
SG Americas Securities, LLC | 11 | 1 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q4 2022 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Cipher Capital LP | 14 | 1 | 0.02% | 0.19% | 0.40% | Q4 2013 | Q3 2022 | 21 |
GREENLEAF TRUST | 8 | 3 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
GLENMEDE TRUST CO NA | 18 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2020 | 20 |
Alberta Investment Management Corp | 20 | 20 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q4 2021 | 20 |
Ellis Investment Partners, LLC | 20 | 20 | 0.61% | 0.80% | 1.04% | Q4 2018 | Q3 2023 | 20 |
HOWE & RUSLING INC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2020 | 20 |
BALYASNY ASSET MANAGEMENT L.P. | 5 | 1 | 0.00% | 0.04% | 0.11% | Q1 2014 | Q3 2023 | 20 |
ICON ADVISERS INC/CO | 20 | 20 | 0.09% | 0.30% | 0.88% | Q3 2016 | Q2 2021 | 20 |
Geneos Wealth Management Inc. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2020 | 20 |
Capital Research Global Investors | 19 | 19 | 0.00% | 0.02% | 0.05% | Q1 2014 | Q3 2018 | 19 |
NFC Investments, LLC | 19 | 19 | 1.38% | 4.49% | 6.38% | Q2 2015 | Q4 2019 | 19 |
Raymond James Financial Services Advisors, Inc. | 10 | 9 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 19 |
OPPENHEIMER ASSET MANAGEMENT INC. | 18 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 19 |
COMMONWEALTH BANK OF AUSTRALIA | 14 | 1 | 0.00% | 1.48% | 3.39% | Q2 2013 | Q2 2019 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2022 | 19 |
Leith Wheeler Investment Counsel Ltd. | 19 | 19 | 0.13% | 1.09% | 4.00% | Q4 2016 | Q2 2021 | 19 |
Cohen Klingenstein LLC | 19 | 19 | 0.07% | 0.26% | 0.59% | Q1 2019 | Q3 2023 | 19 |
SRS Capital Advisors, Inc. | 10 | 2 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 19 |
CANADA PENSION PLAN INVESTMENT BOARD | 11 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2022 | 18 |
HighTower Advisors, LLC | 10 | 1 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 18 |
Trexquant Investment LP | 9 | 1 | 0.01% | 0.07% | 0.24% | Q4 2014 | Q3 2023 | 18 |
Advisors Asset Management, Inc. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2018 | 18 |
Fortis Advisors, LLC | 10 | 8 | 0.00% | 0.13% | 0.30% | Q3 2017 | Q3 2023 | 18 |
GSA CAPITAL PARTNERS LLP | 5 | 1 | 0.01% | 0.06% | 0.20% | Q4 2013 | Q3 2023 | 18 |
LYRICAL ASSET MANAGEMENT LP | 18 | 18 | 1.53% | 1.87% | 2.38% | Q2 2019 | Q3 2023 | 18 |
Janney Capital Management LLC | 14 | 4 | 0.01% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 18 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 14 | 4 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q2 2019 | 18 |
Gradient Investments LLC | 16 | 2 | 0.00% | 0.03% | 0.06% | Q3 2015 | Q3 2023 | 18 |
Buffington Mohr McNeal | 18 | 18 | 0.27% | 1.56% | 2.18% | Q4 2015 | Q1 2020 | 18 |
COBALT CAPITAL MANAGEMENT, INC. | 7 | 1 | 0.39% | 5.48% | 17.53% | Q2 2016 | Q3 2023 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.14% | 0.18% | 0.34% | Q3 2019 | Q3 2023 | 17 |
TCI Wealth Advisors, Inc. | 14 | 1 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q1 2023 | 17 |
Rockefeller Capital Management L.P. | 16 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2023 | 17 |
Rehmann Capital Advisory Group | 11 | 6 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q2 2023 | 17 |
State of New Jersey Common Pension Fund D | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
PRELUDE CAPITAL MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.03% | 0.07% | Q1 2013 | Q1 2021 | 17 |
Richard P Slaughter Associates Inc | 17 | 17 | 0.57% | 1.11% | 1.93% | Q4 2019 | Q4 2023 | 17 |
Point72 Hong Kong Ltd | 6 | 1 | 0.00% | 0.02% | 0.12% | Q3 2014 | Q3 2022 | 16 |
TEGEAN CAPITAL MANAGEMENT, LLC | 15 | 1 | 2.62% | 6.69% | 12.51% | Q1 2016 | Q1 2020 | 16 |
MEEDER ASSET MANAGEMENT INC | 10 | 1 | 0.00% | 0.01% | 0.09% | Q1 2016 | Q3 2023 | 16 |
Versant Capital Management, Inc | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2023 | 16 |
AMP Capital Investors Ltd | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2021 | 16 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.02% | 0.06% | Q1 2015 | Q2 2023 | 16 |
HSBC HOLDINGS PLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 16 |
Laurel Grove Capital, LLC | 12 | 4 | 0.13% | 0.74% | 1.41% | Q2 2013 | Q2 2018 | 16 |
Point72 Asset Management, L.P. | 5 | 1 | 0.00% | 0.04% | 0.09% | Q3 2014 | Q2 2023 | 16 |
MASTRAPASQUA ASSET MANAGEMENT INC | 11 | 5 | 0.19% | 0.31% | 0.38% | Q2 2017 | Q3 2023 | 16 |
FARMERS & MERCHANTS INVESTMENTS INC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2022 | 16 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 9 | 7 | 0.01% | 0.10% | 0.19% | Q2 2017 | Q2 2021 | 16 |
NOMURA HOLDINGS INC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q4 2012 | Q4 2021 | 16 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 16 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 10 | 6 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2022 | 16 |
TRUST CO OF VERMONT | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2018 | 16 |
Hudson Bay Capital Management LP | 5 | 1 | 0.01% | 0.07% | 0.25% | Q2 2015 | Q3 2023 | 16 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10 | 6 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.01% | 0.07% | 0.10% | Q4 2019 | Q3 2023 | 16 |
BROWN BROTHERS HARRIMAN & CO | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 16 |
Sepio Capital, LP | 7 | 4 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 16 |
ALGERT GLOBAL LLC | 9 | 3 | 0.10% | 0.26% | 1.05% | Q2 2019 | Q3 2023 | 16 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 8 | 1 | 0.00% | 0.02% | 0.09% | Q3 2013 | Q4 2017 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
THRIVENT FINANCIAL FOR LUTHERANS | 15 | 15 | 0.05% | 0.14% | 0.21% | Q1 2020 | Q3 2023 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
PALISADE CAPITAL MANAGEMENT, LP | 15 | 15 | 0.02% | 0.07% | 0.29% | Q2 2013 | Q4 2016 | 15 |
Wealthspire Advisors, L.P. | 14 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2019 | 15 |
Arizona State Retirement System | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
STEVENS CAPITAL MANAGEMENT LP | 6 | 1 | 0.01% | 0.04% | 0.13% | Q3 2013 | Q1 2019 | 15 |
MACKENZIE FINANCIAL CORP | 12 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
IBM Retirement Fund | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
QUADRANT CAPITAL GROUP LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2022 | 15 |
STIFEL FINANCIAL CORP | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
People's United Financial, Inc. | 15 | 15 | 0.01% | 0.03% | 0.17% | Q2 2018 | Q4 2021 | 15 |
Valeo Financial Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2021 | 15 |
Baird Financial Group, Inc. | 11 | 4 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q2 2022 | 15 |
QS Investors, LLC | 13 | 2 | 0.00% | 0.01% | 0.06% | Q4 2014 | Q4 2018 | 15 |
Capital Impact Advisors, LLC | 15 | 15 | 0.29% | 0.82% | 2.37% | Q4 2013 | Q2 2017 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
FIL Ltd | 15 | 15 | 0.04% | 0.07% | 0.12% | Q1 2020 | Q3 2023 | 15 |
JANUS HENDERSON GROUP PLC | 9 | 6 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2016 | 15 |
Covington Capital Management | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2022 | 15 |
KEELEY ASSET MANAGEMENT CORP | 15 | 15 | 0.90% | 1.45% | 2.59% | Q2 2013 | Q4 2016 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
Renaissance Technologies | 5 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 15 |
FIRST MANHATTAN CO. LLC. | 10 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 14 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.02% | 0.08% | Q4 2016 | Q3 2023 | 14 |
Nationwide Fund Advisors | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q3 2017 | 14 |
BlackRock Japan Co. Ltd | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2016 | 14 |
AGF Investments LLC | 14 | 14 | 0.00% | 0.17% | 0.49% | Q4 2016 | Q1 2020 | 14 |
Verition Fund Management LLC | 3 | 1 | 0.00% | 0.08% | 0.23% | Q2 2013 | Q3 2023 | 14 |
Twin Tree Management, LP | 5 | 4 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2022 | 14 |
GARRISON BRADFORD & ASSOCIATES INC | 14 | 14 | 0.56% | 0.87% | 1.39% | Q3 2016 | Q4 2019 | 14 |
WINTON GROUP Ltd | 14 | 14 | 0.01% | 0.08% | 0.14% | Q1 2020 | Q2 2023 | 14 |
Alaska Permanent Fund Corp | 12 | 2 | 0.01% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 14 |
SCP Investment, LP | 14 | 14 | 4.15% | 9.45% | 18.54% | Q4 2017 | Q1 2021 | 14 |
Steward Partners Investment Advisory, LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2023 | 14 |
Proficio Capital Partners LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2019 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Sound Income Strategies, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 14 |
CAPITAL MANAGEMENT CORP /VA | 14 | 14 | 0.58% | 1.16% | 2.16% | Q3 2016 | Q4 2019 | 14 |
Cable Hill Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2019 | 14 |
HARBOR INVESTMENT ADVISORY, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2023 | 14 |
CAPITAL FUND MANAGEMENT S.A. | 3 | 2 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q3 2022 | 14 |
Barnett & Company, Inc. | 13 | 1 | 0.01% | 0.63% | 0.93% | Q4 2013 | Q1 2021 | 14 |
Sapience Investments, LLC | 14 | 14 | 0.87% | 1.15% | 1.50% | Q4 2016 | Q1 2020 | 14 |
Assured Investment Management LLC | 13 | 1 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q4 2018 | 14 |
SEVEN EIGHT CAPITAL, LP | 4 | 1 | 0.00% | 0.09% | 0.28% | Q4 2013 | Q3 2023 | 13 |
NEXT Financial Group, Inc | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2021 | 13 |
SALEM INVESTMENT COUNSELORS INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Jefferies Group LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2019 | 13 |
Carroll Financial Associates, Inc. | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2021 | 13 |
BARINGS LLC | 6 | 3 | 0.01% | 0.03% | 0.05% | Q2 2014 | Q1 2018 | 13 |
NATIXIS | 7 | 1 | 0.00% | 0.03% | 0.12% | Q1 2017 | Q1 2023 | 13 |
NORDEA INVESTMENT MANAGEMENT AB | 8 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2019 | 13 |
MACQUARIE GROUP LTD | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 13 |
SUNTRUST BANKS INC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2019 | 13 |
CENTRAL TRUST Co | 10 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2022 | 13 |
Sterling Capital Management LLC | 13 | 13 | 0.03% | 0.20% | 0.57% | Q3 2016 | Q3 2019 | 13 |
Seelaus Asset Management LLC | 9 | 2 | 0.26% | 0.58% | 1.30% | Q4 2017 | Q2 2023 | 13 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 7 | 1 | 0.01% | 0.04% | 0.07% | Q4 2018 | Q3 2023 | 13 |
CONNABLE OFFICE INC | 7 | 1 | 0.04% | 0.05% | 0.06% | Q1 2014 | Q4 2019 | 13 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.02% | 0.19% | 0.43% | Q2 2013 | Q4 2021 | 13 |
GREAT LAKES ADVISORS, LLC | 6 | 2 | 0.00% | 0.05% | 0.34% | Q4 2016 | Q3 2023 | 13 |
Daiwa Securities Group Inc. | 13 | 13 | 0.01% | 0.03% | 0.04% | Q4 2015 | Q4 2018 | 13 |
First Horizon Advisors, Inc. | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 13 |
Smith, Graham & Co., Investment Advisors, LP | 13 | 13 | 0.42% | 0.50% | 0.58% | Q3 2020 | Q3 2023 | 13 |
COMMONWEALTH EQUITY SERVICES, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 13 |
Penserra Capital Management LLC | 6 | 1 | 0.00% | 0.05% | 0.39% | Q4 2015 | Q2 2020 | 13 |
WILLIAMS JONES & ASSOCIATES LLC | 13 | 13 | 0.29% | 0.41% | 0.60% | Q2 2016 | Q2 2019 | 13 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 13 | 13 | 0.01% | 0.12% | 0.32% | Q4 2018 | Q4 2021 | 13 |
RUSSELL FRANK CO/ | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
JAMES INVESTMENT RESEARCH INC | 12 | 12 | 0.01% | 0.05% | 0.08% | Q1 2017 | Q4 2019 | 12 |
Asset Management One Co., Ltd. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2022 | 12 |
Kestra Advisory Services, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2023 | 12 |
AlphaOne Investment Services, LLC | 12 | 12 | 0.02% | 0.39% | 1.37% | Q3 2017 | Q2 2020 | 12 |
Copeland Capital Management, LLC | 12 | 12 | 0.22% | 1.30% | 1.60% | Q4 2020 | Q3 2023 | 12 |
LEUTHOLD GROUP, LLC | 5 | 2 | 0.02% | 0.30% | 0.72% | Q2 2016 | Q1 2022 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2021 | 12 |
DekaBank Deutsche Girozentrale | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 12 |
AlphaCrest Capital Management LLC | 8 | 2 | 0.01% | 0.03% | 0.11% | Q4 2018 | Q3 2022 | 12 |
MSI Financial Services Inc | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2016 | 12 |
Mirae Asset Global Investments Co., Ltd. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2021 | 12 |
Creative Planning | 8 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2017 | 12 |
EJF Capital LLC | 5 | 1 | 0.06% | 0.54% | 1.32% | Q1 2014 | Q1 2019 | 12 |
DAVENPORT & Co LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q1 2020 | 12 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 5 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q2 2023 | 12 |
BLAIR WILLIAM & CO/IL | 8 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 11 |
Quadrature Capital Ltd | 3 | 1 | 0.01% | 0.05% | 0.11% | Q4 2015 | Q3 2023 | 11 |
BESSEMER GROUP INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 11 |
Calamos Wealth Management LLC | 11 | 11 | 0.33% | 0.40% | 0.45% | Q4 2020 | Q2 2023 | 11 |
CIBC Private Wealth Group, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2020 | 11 |
TD ASSET MANAGEMENT INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
MAZAMA CAPITAL MANAGEMENT INC | 11 | 11 | 0.03% | 1.57% | 2.96% | Q2 2013 | Q4 2015 | 11 |
AFFINITY INVESTMENT ADVISORS, LLC | 11 | 11 | 0.28% | 0.35% | 0.43% | Q3 2014 | Q1 2017 | 11 |
BOKF, NA | 9 | 2 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 11 |
Ellevest, Inc. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2023 | 11 |
Baker Avenue Asset Management, LP | 11 | 11 | 0.06% | 0.09% | 0.11% | Q1 2016 | Q3 2018 | 11 |
BBVA USA Bancshares, Inc. | 11 | 11 | 0.02% | 0.03% | 0.05% | Q3 2018 | Q1 2021 | 11 |
EAGLE ASSET MANAGEMENT INC | 7 | 4 | 0.07% | 0.18% | 0.26% | Q1 2014 | Q1 2017 | 11 |
Orion Capital Management LLC | 10 | 1 | 0.08% | 0.18% | 0.25% | Q4 2020 | Q3 2023 | 11 |
FIDUCIARY MANAGEMENT ASSOCIATES LLC | 11 | 11 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2015 | 11 |
Douglas C. Lane & Associates, Inc. | 11 | 11 | 0.11% | 1.01% | 1.30% | Q2 2013 | Q4 2015 | 11 |
Pavion Blue Capital, LLC | 6 | 1 | 0.13% | 0.15% | 0.26% | Q4 2019 | Q3 2023 | 11 |
Riggs Asset Managment Co. Inc. | 11 | 11 | 1.55% | 2.69% | 4.00% | Q4 2013 | Q2 2016 | 11 |
PATHSTONE FAMILY OFFICE, LLC | 7 | 4 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 11 |
FARR MILLER & WASHINGTON LLC/DC | 6 | 5 | 0.02% | 0.04% | 0.05% | Q1 2017 | Q3 2021 | 11 |
Maryland State Retirement & Pension System | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
DOHENY ASSET MANAGEMENT /CA | 11 | 11 | 0.52% | 0.70% | 1.36% | Q2 2013 | Q4 2015 | 11 |
Engineers Gate Manager LP | 3 | 1 | 0.01% | 0.16% | 0.36% | Q4 2014 | Q2 2023 | 11 |
HBK INVESTMENTS L P | 7 | 1 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q4 2018 | 11 |
PARK AVENUE SECURITIES LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Xact Kapitalforvaltning AB | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2020 | 10 |
ALPS ADVISORS INC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2020 | 10 |
BAR HARBOR TRUST SERVICES | 8 | 2 | 0.40% | 2.52% | 3.53% | Q1 2015 | Q3 2018 | 10 |
First Eagle Investment Management, LLC | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Ethic Inc. | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
BB&T SECURITIES, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2019 | 10 |
Factorial Partners, LLC | 10 | 10 | 0.21% | 1.83% | 2.67% | Q2 2021 | Q3 2023 | 10 |
DIALECTIC CAPITAL MANAGEMENT, LP | 5 | 3 | 0.19% | 0.51% | 0.92% | Q3 2013 | Q4 2015 | 10 |
TIGER VEDA MANAGEMENT LLC | 10 | 10 | 6.88% | 9.16% | 12.08% | Q2 2013 | Q3 2015 | 10 |
MARSHALL WACE, LLP | 2 | 1 | 0.00% | 0.03% | 0.11% | Q3 2014 | Q3 2023 | 10 |
RAINIER INVESTMENT MANAGEMENT LLC | 9 | 1 | 0.27% | 0.41% | 0.59% | Q2 2013 | Q4 2015 | 10 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 6 | 1 | 0.02% | 0.09% | 0.18% | Q3 2013 | Q3 2017 | 10 |
Wellington Shields & Co., LLC | 9 | 1 | 0.04% | 0.10% | 0.32% | Q3 2019 | Q4 2022 | 10 |
AGF INVESTMENTS INC. | 10 | 10 | 0.04% | 0.04% | 0.05% | Q4 2016 | Q1 2019 | 10 |
Capital International, Inc./CA/ | 8 | 2 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 10 |
Holocene Advisors, LP | 7 | 3 | 0.00% | 0.05% | 0.20% | Q4 2018 | Q1 2022 | 10 |
CAPTRUST FINANCIAL ADVISORS | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 10 |
Piermont Capital Management Inc. | 10 | 10 | 0.08% | 0.17% | 0.23% | Q1 2016 | Q2 2018 | 10 |
MetLife Investment Management, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 10 |
Gotham Asset Management, LLC | 8 | 1 | 0.00% | 0.03% | 0.07% | Q2 2016 | Q3 2023 | 10 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 10 | 10 | 0.19% | 1.36% | 1.97% | Q4 2013 | Q1 2016 | 10 |
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC | 10 | 10 | 0.55% | 1.13% | 1.62% | Q4 2014 | Q1 2017 | 10 |
BANK OF NOVA SCOTIA | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 10 |
SIT INVESTMENT ASSOCIATES INC | 10 | 10 | 0.04% | 0.14% | 0.23% | Q2 2021 | Q3 2023 | 10 |
Artemis Investment Management LLP | 10 | 10 | 0.04% | 0.13% | 0.41% | Q4 2014 | Q1 2017 | 10 |
ExodusPoint Capital Management, LP | 4 | 1 | 0.01% | 0.02% | 0.05% | Q3 2019 | Q1 2023 | 10 |
Veritable, L.P. | 5 | 4 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q4 2017 | 9 |
Profit Investment Management, LLC | 9 | 9 | 0.03% | 0.68% | 1.59% | Q4 2013 | Q4 2015 | 9 |
NORRIS PERNE & FRENCH LLP/MI | 9 | 9 | 0.18% | 1.78% | 2.58% | Q2 2015 | Q2 2017 | 9 |
Absolute Return Capital, LLC | 9 | 9 | 0.03% | 0.04% | 0.06% | Q3 2013 | Q3 2015 | 9 |
Man Group plc | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 9 |
ETF MANAGERS GROUP, LLC | 8 | 1 | 0.00% | 0.01% | 0.05% | Q1 2016 | Q1 2019 | 9 |
Verity Asset Management, Inc. | 3 | 1 | 0.13% | 0.30% | 0.53% | Q1 2018 | Q3 2023 | 9 |
Qube Research & Technologies Ltd | 3 | 1 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 9 |
BECK MACK & OLIVER LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q4 2013 | Q4 2015 | 9 |
Waterstone Capital Management, L.P. | 5 | 4 | 1.07% | 1.51% | 2.13% | Q2 2013 | Q1 2017 | 9 |
Bayesian Capital Management, LP | 3 | 1 | 0.04% | 0.12% | 0.24% | Q2 2016 | Q2 2022 | 9 |
Israel Discount Bank of New York | 9 | 9 | 0.06% | 0.08% | 0.09% | Q1 2017 | Q1 2019 | 9 |
MARKSTON INTERNATIONAL LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2020 | 9 |
M&T BANK CORP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 9 |
Geneva Advisors, LLC | 9 | 9 | 0.01% | 0.03% | 0.04% | Q1 2014 | Q1 2016 | 9 |
Quantitative Investment Management, LLC | 4 | 2 | 0.01% | 0.03% | 0.08% | Q2 2017 | Q2 2020 | 9 |
BALASA DINVERNO & FOLTZ LLC | 9 | 9 | 0.03% | 0.08% | 0.12% | Q3 2020 | Q3 2022 | 9 |
ALLSTATE CORP | 9 | 9 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q4 2021 | 9 |
FULTON BANK, N.A. | 5 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2023 | 9 |
Global Retirement Partners, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Cedar Wealth Management, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Brinker Capital Investments, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
CREDIT AGRICOLE S A | 3 | 1 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2017 | 8 |
PERSONAL CFO SOLUTIONS, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 8 |
Long Focus Capital Management, LLC | 8 | 8 | 0.28% | 0.58% | 0.80% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 5 | 1 | 0.28% | 0.61% | 0.88% | Q1 2015 | Q4 2019 | 8 |
MARATHON CAPITAL MANAGEMENT | 8 | 8 | 0.64% | 1.00% | 1.27% | Q1 2018 | Q4 2019 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.10% | 0.14% | 0.16% | Q4 2021 | Q3 2023 | 8 |
HST Ventures, LLC | 8 | 8 | 11.26% | 15.25% | 20.09% | Q4 2021 | Q3 2023 | 8 |
BEACH INVESTMENT COUNSEL INC/PA | 8 | 8 | 0.16% | 0.65% | 1.61% | Q2 2018 | Q1 2020 | 8 |
Covestor Ltd | 8 | 8 | 0.09% | 0.16% | 0.22% | Q4 2021 | Q3 2023 | 8 |
NOMURA ASSET MANAGEMENT CO LTD | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Vectors Research Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2020 | 8 |
EFG Asset Management (North America) Corp. | 8 | 8 | 0.18% | 0.31% | 0.49% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Crewe Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 8 |
Horizon Investment Services, LLC | 8 | 8 | 0.12% | 0.66% | 1.30% | Q1 2014 | Q4 2015 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
FIRST MERCANTILE TRUST CO | 4 | 2 | 0.00% | 0.01% | 0.06% | Q2 2016 | Q3 2021 | 8 |
American Portfolios Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 8 |
JANUS HENDERSON INVESTORS US LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 8 |
PFS Partners, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Tortoise Investment Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
CULLEN/FROST BANKERS, INC. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
MONETARY MANAGEMENT GROUP INC | 8 | 8 | 0.01% | 0.04% | 0.05% | Q4 2014 | Q3 2016 | 8 |
Weiss Multi-Strategy Advisers LLC | 3 | 1 | 0.07% | 0.25% | 0.38% | Q1 2018 | Q3 2022 | 8 |
CenterBook Partners LP | 8 | 8 | 0.13% | 0.29% | 0.44% | Q4 2021 | Q3 2023 | 8 |
RATIONAL ADVISORS LLC | 4 | 1 | 0.01% | 0.04% | 0.12% | Q1 2013 | Q2 2020 | 8 |
WINDACRE PARTNERSHIP LLC | 8 | 8 | 5.74% | 9.20% | 12.83% | Q1 2020 | Q4 2021 | 8 |
CHICAGO EQUITY PARTNERS LLC | 6 | 2 | 0.04% | 0.14% | 0.22% | Q2 2016 | Q2 2019 | 8 |
Front Row Advisors LLC | 7 | 7 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q2 2019 | 7 |
Glassman Wealth Services | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 7 |
American Assets Investment Management, LLC | 7 | 7 | 0.06% | 0.09% | 0.12% | Q3 2018 | Q1 2020 | 7 |
LPL Financial LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 7 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 7 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2018 | 7 |
HRT FINANCIAL LP | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 7 |
State of Wyoming | 5 | 2 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 7 |
VALUEWORKS LLC | 7 | 7 | 1.86% | 2.70% | 3.02% | Q1 2022 | Q3 2023 | 7 |
ASSETMARK, INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2019 | 7 |
Wealthcare Advisory Partners LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 7 |
Grassi Investment Management | 7 | 7 | 0.04% | 0.04% | 0.06% | Q2 2017 | Q4 2018 | 7 |
EXCHANGE TRADED CONCEPTS, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 7 |
Catalyst Capital Advisors LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q1 2016 | 7 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2015 | 7 |
CEDAR HILL ASSOCIATES, LLC | 7 | 7 | 1.13% | 1.45% | 1.62% | Q2 2017 | Q4 2018 | 7 |
Hexagon Capital Partners LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Chapman Investment Management, LLC | 7 | 7 | 2.02% | 3.04% | 4.68% | Q4 2019 | Q2 2021 | 7 |
Larson Financial Group LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 7 |
Alyeska Investment Group, L.P. | 3 | 1 | 0.01% | 0.14% | 0.34% | Q4 2013 | Q1 2019 | 7 |
Capital Bank & Trust Co | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 7 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 7 |
Versor Investments LP | 5 | 1 | 0.01% | 0.05% | 0.19% | Q4 2019 | Q3 2023 | 7 |
State of Alaska, Department of Revenue | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2019 | 7 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2023 | 7 |
REDMONT WEALTH ADVISORS LLC | 7 | 7 | 0.31% | 0.63% | 0.96% | Q1 2022 | Q3 2023 | 7 |
Pacific Grove Capital LP | 4 | 2 | 1.55% | 2.44% | 4.41% | Q4 2015 | Q3 2018 | 7 |
FINANCIAL COUNSELORS INC | 7 | 7 | 0.08% | 0.12% | 0.14% | Q4 2013 | Q2 2015 | 7 |
CARLSON CAPITAL L P | 4 | 3 | 0.12% | 0.18% | 0.23% | Q2 2014 | Q4 2017 | 7 |
BREWIN DOLPHIN LTD | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
Clearstead Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Mariner, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Mascoma Wealth Management LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 7 |
DREMAN VALUE MANAGEMENT, L L C | 7 | 7 | 0.10% | 0.23% | 0.36% | Q3 2016 | Q1 2018 | 7 |
Transamerica Financial Advisors, Inc. | 6 | 1 | 0.00% | 0.01% | 0.06% | Q2 2014 | Q3 2023 | 7 |
Retirement Group, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
TSFG, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
Capital International Sarl | 7 | 7 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q4 2021 | 7 |
Aquatic Capital Management LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 6 |
TFS CAPITAL LLC | 3 | 1 | 0.05% | 0.19% | 0.42% | Q2 2013 | Q1 2017 | 6 |
Meadow Creek Investment Management LLC | 6 | 6 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2019 | 6 |
VR Advisory Services Ltd | 6 | 6 | 4.23% | 5.03% | 5.94% | Q2 2022 | Q3 2023 | 6 |
Elkfork Partners LLC | 6 | 6 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2019 | 6 |
C M BIDWELL & ASSOCIATES LTD | 6 | 6 | 0.02% | 0.12% | 0.19% | Q2 2014 | Q3 2015 | 6 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 6 |
NEW AMSTERDAM PARTNERS LLC/NY | 5 | 1 | 0.28% | 0.53% | 0.70% | Q3 2016 | Q1 2019 | 6 |
CSat Investment Advisory, L.P. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 6 |
Lehman Financial Resources, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2015 | 6 |
Ken Stern & Associates, Inc. | 6 | 6 | 0.15% | 0.17% | 0.19% | Q3 2015 | Q4 2016 | 6 |
WELD CAPITAL MANAGEMENT LLC | 5 | 1 | 0.13% | 0.22% | 0.50% | Q4 2018 | Q4 2020 | 6 |
FRIESS ASSOCIATES LLC | 6 | 6 | 0.34% | 1.39% | 1.84% | Q2 2013 | Q3 2014 | 6 |
APEX CAPITAL, LLC | 6 | 6 | 0.92% | 1.88% | 3.09% | Q3 2014 | Q4 2015 | 6 |
ATLAS CAPITAL ADVISORS LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
MASSMUTUAL TRUST CO FSB/ADV | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2023 | 6 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
CLOVERFIELDS CAPITAL GROUP, LP | 6 | 6 | 0.50% | 0.66% | 0.86% | Q4 2020 | Q1 2022 | 6 |
TIVERTON ASSET MANAGEMENT LLC | 6 | 6 | 0.04% | 0.09% | 0.14% | Q2 2018 | Q3 2019 | 6 |
ELLINGTON MANAGEMENT GROUP LLC | 3 | 1 | 0.06% | 0.14% | 0.25% | Q2 2013 | Q1 2018 | 6 |
JTC Employer Solutions Trustee Ltd | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2022 | 6 |
IHT Wealth Management, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2018 | 6 |
TORONTO DOMINION BANK | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2021 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
MAVERICK CAPITAL LTD | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q1 2023 | 6 |
Snowden Capital Advisors LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.04% | 0.11% | Q4 2015 | Q2 2023 | 6 |
Archon Partners LLC | 6 | 6 | 1.16% | 1.74% | 2.12% | Q3 2013 | Q4 2014 | 6 |
HUSSMAN STRATEGIC ADVISORS, INC. | 5 | 1 | 0.06% | 0.16% | 0.52% | Q3 2017 | Q1 2021 | 6 |
SEI TRUST CO | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Lebenthal Holdings,LLC | 6 | 6 | 0.26% | 0.48% | 0.61% | Q1 2015 | Q2 2016 | 6 |
HL FINANCIAL SERVICES LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q1 2019 | 6 |
ADVENT CAPITAL MANAGEMENT /DE/ | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q1 2018 | 6 |
Schonfeld Strategic Advisors LLC | 2 | 1 | 0.00% | 0.03% | 0.11% | Q3 2018 | Q1 2023 | 6 |
Concert Wealth Management Inc. | 6 | 6 | 0.03% | 0.04% | 0.09% | Q4 2014 | Q1 2016 | 6 |
BlueCrest Capital Management Ltd | 6 | 6 | 0.02% | 0.02% | 0.04% | Q3 2016 | Q4 2017 | 6 |
Beach Investment Management, LLC. | 4 | 2 | 0.74% | 1.14% | 2.17% | Q2 2018 | Q4 2019 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
BNP Paribas Asset Management Holding S.A. | 3 | 1 | 0.00% | 0.03% | 0.06% | Q4 2015 | Q4 2021 | 6 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 1 | 0.01% | 0.07% | 0.15% | Q2 2021 | Q3 2023 | 6 |
Gideon Capital Advisors, Inc. | 2 | 1 | 0.10% | 0.15% | 0.25% | Q3 2014 | Q4 2018 | 6 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2019 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Fieldpoint Private Securities, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 6 |
NumerixS Investment Technologies Inc | 2 | 1 | 0.00% | 0.04% | 0.10% | Q3 2017 | Q2 2020 | 6 |
GAM Holding AG | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q1 2019 | 6 |
Homrich & Berg | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2017 | Q3 2018 | 6 |
Campbell & CO Investment Adviser LLC | 3 | 1 | 0.11% | 0.30% | 0.45% | Q4 2018 | Q2 2023 | 6 |
MANAGED ACCOUNT ADVISORS LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2015 | 6 |
Tyers Asset Management LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2019 | 6 |
AdvisorNet Financial, Inc | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
Kopernik Global Investors, LLC | 6 | 6 | 1.07% | 1.28% | 1.54% | Q2 2022 | Q3 2023 | 6 |
CLINTON GROUP INC | 2 | 1 | 0.08% | 0.25% | 0.48% | Q4 2013 | Q2 2016 | 6 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2017 | 6 |
Stanley-Laman Group, Ltd. | 5 | 1 | 0.14% | 0.50% | 0.61% | Q4 2015 | Q3 2023 | 6 |
Private Advisor Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 6 |
TRAN CAPITAL MANAGEMENT, L.P. | 6 | 6 | 0.31% | 1.91% | 2.78% | Q2 2019 | Q3 2020 | 6 |
Weaver C. Barksdale & Associates, Inc. | 6 | 6 | 1.52% | 1.78% | 2.08% | Q2 2013 | Q3 2014 | 6 |
SeaBridge Investment Advisors LLC | 6 | 6 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q1 2020 | 6 |
North Star Investment Management Corp. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2019 | 6 |
Pacer Advisors, Inc. | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2016 | Q3 2017 | 6 |
Li Winifred I | 6 | 6 | 0.06% | 0.07% | 0.08% | Q3 2013 | Q4 2014 | 6 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 6 | 6 | 0.09% | 0.11% | 0.12% | Q2 2022 | Q3 2023 | 6 |
FIRST HAWAIIAN BANK | 6 | 6 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q4 2019 | 6 |
Connectus Wealth, LLC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 6 |
Glen Harbor Capital Management LLC | 6 | 6 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q3 2019 | 6 |
Cresset Asset Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 6 |
BRAUN STACEY ASSOCIATES INC | 6 | 6 | 0.31% | 0.41% | 0.60% | Q1 2021 | Q2 2022 | 6 |
ENTERPRISE FINANCIAL SERVICES CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 6 |
B. Riley Wealth Advisors, Inc. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q4 2021 | 5 |
Allworth Financial LP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Financial Gravity Asset Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 5 |
LOOMIS SAYLES & CO L P | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 5 |
Ameritas Investment Company, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2021 | 5 |
TUCKER ASSET MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
MENTA CAPITAL LLC | 3 | 2 | 0.03% | 0.15% | 0.28% | Q1 2017 | Q4 2018 | 5 |
MUFG Securities EMEA plc | 5 | 5 | 0.03% | 0.07% | 0.10% | Q4 2020 | Q4 2021 | 5 |
Blueshift Asset Management, LLC | 2 | 1 | 0.04% | 0.07% | 0.10% | Q4 2018 | Q3 2022 | 5 |
CIBC Asset Management Inc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 5 |
Assenagon Asset Management S.A. | 1 | 1 | 0.01% | 0.03% | 0.08% | Q4 2018 | Q3 2023 | 5 |
TURNER INVESTMENTS LLC | 4 | 1 | 0.02% | 0.05% | 0.08% | Q3 2013 | Q4 2014 | 5 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2014 | 5 |
CITIZENS FINANCIAL GROUP INC/RI | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2020 | 5 |
CHASE INVESTMENT COUNSEL CORP | 5 | 5 | 0.50% | 0.58% | 0.69% | Q4 2018 | Q4 2019 | 5 |
ARGA Investment Management, LP | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
ZEKE CAPITAL ADVISORS, LLC | 5 | 5 | 0.03% | 0.06% | 0.09% | Q1 2018 | Q1 2019 | 5 |
AE Wealth Management LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2021 | 5 |
Zebra Capital Management LLC | 4 | 1 | 0.16% | 0.21% | 0.26% | Q3 2018 | Q4 2019 | 5 |
Nicholas Investment Partners, LP | 4 | 1 | 0.03% | 0.07% | 0.10% | Q2 2013 | Q4 2015 | 5 |
Edge Wealth Management LLC | 5 | 5 | 0.03% | 0.05% | 0.06% | Q1 2019 | Q1 2020 | 5 |
T. Rowe Price Investment Management, Inc. | 5 | 5 | 0.02% | 0.07% | 0.10% | Q3 2022 | Q3 2023 | 5 |
SpiderRock Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q2 2017 | 5 |
New Potomac Partners, LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q4 2018 | 5 |
AIGEN INVESTMENT MANAGEMENT, LP | 3 | 2 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q2 2023 | 5 |
PHILADELPHIA TRUST CO | 5 | 5 | 0.09% | 0.14% | 0.21% | Q3 2013 | Q3 2014 | 5 |
CORRADO ADVISORS, LLC | 5 | 5 | 0.27% | 0.40% | 0.60% | Q3 2017 | Q3 2018 | 5 |
MALTESE CAPITAL MANAGEMENT LLC | 3 | 1 | 0.09% | 0.36% | 0.60% | Q2 2013 | Q4 2016 | 5 |
PUTNAM INVESTMENTS LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2014 | 5 |
RAMSEY QUANTITATIVE SYSTEMS | 5 | 5 | 0.25% | 0.30% | 0.35% | Q4 2017 | Q4 2018 | 5 |
Sensato Investors LLC | 3 | 2 | 1.39% | 2.30% | 3.36% | Q4 2015 | Q1 2017 | 5 |
Decatur Capital Management, Inc. | 5 | 5 | 0.13% | 0.38% | 0.62% | Q3 2013 | Q3 2014 | 5 |
Janney Montgomery Scott LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 5 |
Blue Trust, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Permanens Capital L.P. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2016 | 5 |
Orca Investment Management, LLC | 5 | 5 | 1.90% | 2.33% | 3.50% | Q4 2014 | Q4 2015 | 5 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 5 |
SVB WEALTH LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2021 | 5 |
GAM SYSTEMATIC LLP | 4 | 1 | 0.01% | 0.11% | 0.18% | Q4 2015 | Q3 2017 | 5 |
ASCEND CAPITAL, LLC | 3 | 2 | 0.15% | 0.28% | 0.39% | Q3 2013 | Q1 2015 | 5 |
GARGOYLE INVESTMENT ADVISOR L.L.C. | 4 | 1 | 0.56% | 1.00% | 1.34% | Q3 2018 | Q4 2019 | 5 |
Polianta Ltd | 2 | 2 | 0.48% | 0.53% | 0.58% | Q2 2021 | Q3 2022 | 4 |
Vise Technologies, Inc. | 4 | 4 | 0.09% | 0.13% | 0.18% | Q1 2022 | Q4 2022 | 4 |
XTX Topco Ltd | 2 | 2 | 0.09% | 0.11% | 0.14% | Q1 2021 | Q2 2023 | 4 |
Vanguard Personalized Indexing Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 4 |
Nine Chapters Capital Management LLC | 4 | 4 | 0.03% | 0.14% | 0.22% | Q4 2013 | Q3 2014 | 4 |
SG3 Management, LLC | 3 | 1 | 0.02% | 0.05% | 0.12% | Q1 2019 | Q2 2021 | 4 |
Soros Fund Management | 4 | 4 | 0.07% | 0.14% | 0.21% | Q3 2013 | Q2 2014 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
PDT Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.07% | Q2 2014 | Q3 2022 | 4 |
EATON VANCE MANAGEMENT | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 4 |
PICTET ASSET MANAGEMENT LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Walleye Capital LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q2 2019 | 4 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
Sculptor Capital LP | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q3 2017 | 4 |
PineBridge Investments, L.P. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Interval Partners, LP | 4 | 4 | 0.05% | 0.14% | 0.21% | Q2 2018 | Q1 2019 | 4 |
Lenox Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
DUPONT CAPITAL MANAGEMENT CORP | 2 | 1 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q4 2022 | 4 |
UBS OCONNOR LLC | 2 | 1 | 0.01% | 0.10% | 0.16% | Q2 2014 | Q3 2017 | 4 |
Crosspoint Capital Strategies, LLC | 4 | 4 | 0.02% | 0.04% | 0.05% | Q4 2014 | Q3 2015 | 4 |
TWINBEECH CAPITAL LP | 3 | 1 | 0.01% | 0.03% | 0.08% | Q1 2021 | Q2 2023 | 4 |
WBI INVESTMENTS, LLC | 2 | 1 | 0.03% | 0.09% | 0.14% | Q4 2017 | Q4 2019 | 4 |
Smith Affiliated Capital Corp. | 4 | 4 | 0.04% | 0.08% | 0.13% | Q3 2014 | Q2 2015 | 4 |
Lebenthal Asset Management, LLC | 4 | 4 | 0.27% | 0.29% | 0.31% | Q2 2016 | Q1 2017 | 4 |
Greenland Capital Management LP | 4 | 4 | 0.05% | 0.09% | 0.18% | Q4 2022 | Q3 2023 | 4 |
FDx Advisors, Inc. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q2 2019 | 4 |
Caption Management, LLC | 3 | 1 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q2 2021 | 4 |
BRYN MAWR CAPITAL MANAGEMENT INC | 3 | 1 | 0.04% | 0.07% | 0.10% | Q4 2013 | Q3 2015 | 4 |
Ancora Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2020 | 4 |
Cornerstone Investment Partners, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
COMERICA SECURITIES,INC. | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
NorthCoast Asset Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
TFO Wealth Partners, LLC | 4 | 4 | 0.00% | 0.02% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Neo Ivy Capital Management | 1 | 1 | 0.00% | 0.03% | 0.08% | Q2 2020 | Q3 2023 | 4 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.05% | 0.16% | 0.27% | Q4 2017 | Q1 2021 | 4 |
TIEDEMANN ADVISORS, LLC | 3 | 1 | 0.03% | 0.04% | 0.06% | Q2 2017 | Q3 2018 | 4 |
SLS MANAGEMENT LLC | 3 | 1 | 1.63% | 4.44% | 5.78% | Q1 2015 | Q2 2017 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
SECOR Capital Advisors, LP | 2 | 1 | 0.17% | 0.44% | 0.70% | Q1 2014 | Q1 2019 | 4 |
LIBERTY WEALTH MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Park Place Capital Corp | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 2 | 2 | 0.07% | 0.11% | 0.17% | Q2 2014 | Q4 2017 | 4 |
RMB Capital Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Visium Asset Management, LP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q4 2015 | 4 |
Kore Private Wealth LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2020 | 4 |
Calvert Investment Management, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2016 | 4 |
Copper Rock Capital Partners, LLC | 4 | 4 | 0.98% | 1.66% | 2.00% | Q1 2019 | Q4 2019 | 4 |
ZACKS INVESTMENT MANAGEMENT | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q1 2022 | 4 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 4 | 4 | 0.05% | 0.05% | 0.06% | Q1 2022 | Q4 2022 | 4 |
Cetera Advisor Networks LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Counterpoint Mutual Funds LLC | 3 | 1 | 0.07% | 0.11% | 0.16% | Q2 2022 | Q2 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Vilas Fund, LP | 4 | 4 | 2.82% | 3.37% | 3.65% | Q4 2018 | Q3 2019 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Chesley Taft & Associates LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q4 2017 | 4 |
FNY Investment Advisers, LLC | 3 | 1 | 0.02% | 0.06% | 0.10% | Q1 2019 | Q1 2020 | 4 |
Freedom Investment Management, Inc. | 2 | 1 | 0.02% | 0.05% | 0.07% | Q4 2019 | Q2 2022 | 4 |
Centerpoint Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
NewEdge Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 4 |
Petrus Trust Company, LTA | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2018 | Q3 2023 | 4 |
Marshall Wace North America L.P. | 1 | 1 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2021 | 4 |
Carolina Wealth Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q4 2020 | 4 |
Partnervest Advisory Services LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2014 | 4 |
PRUDENTIAL PLC | 4 | 4 | 0.08% | 0.15% | 0.19% | Q2 2013 | Q1 2014 | 4 |
Numeric Investors LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q2 2016 | 4 |
A.R.T. Advisors, LLC | 2 | 1 | 0.04% | 0.06% | 0.08% | Q1 2014 | Q2 2015 | 3 |
FRANKLIN RESOURCES INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 3 |
Avestar Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
EVERMAY WEALTH MANAGEMENT LLC | 3 | 3 | 0.11% | 0.12% | 0.13% | Q1 2018 | Q3 2018 | 3 |
CVA Family Office, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2022 | 3 |
WRIGHT INVESTORS SERVICE INC | 3 | 3 | 0.09% | 0.14% | 0.18% | Q3 2016 | Q1 2017 | 3 |
EMERALD MUTUAL FUND ADVISERS TRUST | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 3 |
J.Safra Asset Management Corp | 3 | 3 | 0.01% | 1.38% | 2.48% | Q4 2015 | Q2 2016 | 3 |
Sowell Financial Services LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
Spire Wealth Management | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 3 |
ASSOCIATED BANC-CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
JOYN Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
CAXTON ASSOCIATES LP | 2 | 1 | 0.06% | 0.10% | 0.12% | Q2 2022 | Q3 2023 | 3 |
NEW ENGLAND SECURITIES CORP /MA/ | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q4 2014 | 3 |
Anchor Bolt Capital, LP | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2016 | Q3 2016 | 3 |
Concord Wealth Partners | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.11% | 0.19% | 0.25% | Q1 2018 | Q4 2018 | 3 |
EMERALD ADVISERS, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 3 |
Alpha Cubed Investments, LLC | 3 | 3 | 0.07% | 0.55% | 1.21% | Q3 2014 | Q1 2015 | 3 |
Airain ltd | 2 | 1 | 0.05% | 0.06% | 0.08% | Q4 2013 | Q1 2016 | 3 |
CreativeOne Wealth, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
MASON STREET ADVISORS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
MOTCO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 3 |
OLD SECOND NATIONAL BANK OF AURORA | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q1 2017 | 3 |
Manchester Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 3 |
COMMERCE BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 3 |
Avitas Wealth Management LLC | 3 | 3 | 0.32% | 0.37% | 0.40% | Q4 2020 | Q2 2021 | 3 |
Sigma Planning Corp | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Golden State Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
WHITTIER TRUST CO OF NEVADA INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q1 2017 | 3 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Itau Unibanco Holding S.A. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Aurora Investment Counsel | 3 | 3 | 0.21% | 0.70% | 1.00% | Q4 2017 | Q2 2018 | 3 |
Brahman Capital Corp. | 3 | 3 | 2.69% | 3.05% | 3.69% | Q1 2015 | Q3 2015 | 3 |
LS Investment Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q4 2018 | 3 |
CenterStar Fund, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q4 2016 | 3 |
Voya Financial Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
Invictus RG | 1 | 1 | 0.10% | 0.22% | 0.29% | Q4 2016 | Q3 2018 | 3 |
Employees Retirement System of Texas | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q3 2018 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
CFM WEALTH PARTNERS LLC | 3 | 3 | 0.01% | 0.06% | 0.11% | Q4 2019 | Q2 2020 | 3 |
CALTON & ASSOCIATES, INC. | 2 | 1 | 0.03% | 0.04% | 0.04% | Q4 2017 | Q2 2021 | 3 |
Bell Bank | 3 | 3 | 0.04% | 0.04% | 0.05% | Q2 2019 | Q4 2019 | 3 |
COWEN AND COMPANY, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 3 |
FolioMetrix LLC | 3 | 3 | 0.13% | 0.16% | 0.20% | Q4 2014 | Q2 2015 | 3 |
Abacus Planning Group, Inc. | 3 | 3 | 0.20% | 0.22% | 0.25% | Q2 2019 | Q4 2019 | 3 |
Newbridge Financial Services Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Nantahala Capital Management | 3 | 3 | 0.68% | 1.13% | 1.52% | Q3 2014 | Q1 2015 | 3 |
Cerebellum GP, LLC | 2 | 1 | 0.18% | 0.24% | 0.29% | Q1 2018 | Q1 2019 | 3 |
Sciencast Management LP | 1 | 1 | 0.13% | 0.14% | 0.14% | Q2 2017 | Q4 2021 | 3 |
FBR & Co. | 3 | 3 | 0.21% | 0.47% | 0.93% | Q2 2013 | Q4 2013 | 3 |
EFG Asset Management (Americas) Corp. | 3 | 3 | 0.08% | 0.14% | 0.21% | Q2 2017 | Q4 2017 | 3 |
FLAGSHIP HARBOR ADVISORS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
MOORE CAPITAL MANAGEMENT, LP | 2 | 1 | 0.05% | 0.07% | 0.08% | Q4 2013 | Q1 2021 | 3 |
TRANSCEND CAPITAL ADVISORS, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Aureus Asset Management, LLC | 2 | 1 | 0.04% | 0.04% | 0.05% | Q4 2015 | Q1 2017 | 3 |
Hayden Royal, LLC | 3 | 3 | 0.65% | 0.83% | 0.98% | Q1 2019 | Q3 2019 | 3 |
Jump Financial, LLC | 2 | 1 | 0.02% | 0.06% | 0.12% | Q1 2022 | Q3 2023 | 3 |
FJ Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q2 2017 | Q3 2018 | 3 |
MQS Management LLC | 2 | 1 | 0.21% | 0.26% | 0.31% | Q3 2022 | Q2 2023 | 3 |
SHEETS SMITH WEALTH MANAGEMENT | 2 | 1 | 0.16% | 0.21% | 0.26% | Q1 2013 | Q2 2014 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Kingsview Wealth Management, LLC | 2 | 2 | 0.00% | 0.02% | 0.05% | Q1 2021 | Q2 2021 | 3 |
KCS Wealth Advisory | 3 | 3 | 0.10% | 0.12% | 0.15% | Q4 2020 | Q2 2021 | 3 |
Hodges Capital Management Inc. | 3 | 3 | 0.01% | 0.20% | 0.31% | Q2 2014 | Q4 2014 | 3 |
Karani Asset Management LLC | 3 | 3 | 3.03% | 5.67% | 8.06% | Q4 2019 | Q2 2020 | 3 |
HAP Trading, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2022 | 3 |
PEAR TREE ADVISORS INC | 3 | 3 | 0.55% | 0.58% | 0.61% | Q4 2015 | Q2 2016 | 3 |
THOMPSON DAVIS & CO., INC. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q3 2017 | 3 |
Baker Ellis Asset Management LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q2 2019 | Q4 2019 | 3 |
Quantamental Technologies LLC | 3 | 3 | 0.14% | 0.25% | 0.37% | Q4 2018 | Q2 2019 | 3 |
FIRST QUADRANT LLC/CA | 2 | 1 | 0.00% | 0.04% | 0.06% | Q1 2018 | Q1 2020 | 3 |
EverPoint Asset Management, LLC | 3 | 3 | 0.24% | 0.29% | 0.37% | Q1 2015 | Q3 2015 | 3 |
WFG Advisors, LP | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q4 2014 | 3 |
BB&T INVESTMENT SERVICES, INC. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q4 2017 | 3 |
Stux Capital Management, LLC | 3 | 3 | 0.25% | 0.25% | 0.26% | Q2 2013 | Q4 2013 | 3 |
Freestone Capital Holdings, LLC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q1 2017 | Q4 2020 | 3 |
BAIRD ROBERT W & CO INC /WI/ | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q4 2014 | 3 |
MCF Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
GHP Investment Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
MEITAV INVESTMENT HOUSE LTD | 3 | 3 | 0.58% | 0.86% | 1.16% | Q1 2019 | Q3 2019 | 3 |
Clark Capital Management Group, Inc. | 3 | 3 | 0.20% | 0.30% | 0.39% | Q3 2016 | Q1 2017 | 3 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 2 |
GENERAL ELECTRIC CO | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q3 2014 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Leonard Green & Partners, L.P. | 2 | 2 | 45.12% | 52.61% | 60.11% | Q2 2013 | Q3 2013 | 2 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 2 | 2 | 0.37% | 0.49% | 0.61% | Q3 2014 | Q4 2014 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
ARGI Investment Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q3 2019 | 2 |
Checchi Capital Advisers, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.41% | 0.50% | 0.60% | Q1 2017 | Q3 2017 | 2 |
Eversept Partners, LP | 2 | 2 | 0.08% | 0.10% | 0.11% | Q1 2020 | Q2 2020 | 2 |
OMERS ADMINISTRATION Corp | 2 | 2 | 0.06% | 0.07% | 0.09% | Q2 2016 | Q3 2016 | 2 |
Bienville Capital Management, LLC | 1 | 1 | 0.03% | 0.11% | 0.19% | Q2 2019 | Q1 2021 | 2 |
SSI INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2014 | Q4 2014 | 2 |
Standard Investments LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q4 2013 | Q1 2014 | 2 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.03% | 0.05% | Q4 2015 | Q3 2020 | 2 |
Steamboat Capital Partners, LLC | 2 | 2 | 1.66% | 1.78% | 1.91% | Q2 2020 | Q3 2020 | 2 |
CAROLINAS WEALTH CONSULTING LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
ARES MANAGEMENT LLC | 2 | 2 | 10.36% | 11.78% | 13.21% | Q2 2013 | Q3 2013 | 2 |
Prospera Financial Services Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
FORA Capital, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2020 | 2 |
J. Goldman & Co LP | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
FIRST INTERSTATE BANK | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q4 2016 | 2 |
STERNE AGEE GROUP, INC. | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2013 | Q3 2013 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
XPONANCE, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Miracle Mile Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Long Pond Capital | 2 | 2 | 1.14% | 1.48% | 1.81% | Q3 2015 | Q4 2015 | 2 |
Woodbine Capital Advisors LP | 2 | 2 | 1.87% | 2.16% | 2.46% | Q3 2013 | Q4 2013 | 2 |
Concourse Capital Management, LLC | 2 | 2 | 0.92% | 1.38% | 1.84% | Q3 2017 | Q4 2017 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
CORNERCAP INVESTMENT COUNSEL INC | 2 | 2 | 0.15% | 0.16% | 0.16% | Q2 2022 | Q3 2022 | 2 |
Opera Trading Capital | 2 | 2 | 0.72% | 0.73% | 0.74% | Q2 2017 | Q3 2017 | 2 |
CastleKnight Management LP | 2 | 2 | 0.03% | 0.05% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Summit Global Investments | 1 | 1 | 0.06% | 0.06% | 0.08% | Q1 2023 | Q3 2023 | 2 |
Seawolf Capital, LLC | 2 | 2 | 1.46% | 1.57% | 1.67% | Q4 2016 | Q1 2017 | 2 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.08% | 0.13% | Q2 2016 | Q3 2017 | 2 |
Private Wealth Partners, LLC | 2 | 2 | 0.12% | 0.20% | 0.28% | Q4 2017 | Q1 2018 | 2 |
Avalon Investment & Advisory | 2 | 2 | 0.04% | 0.04% | 0.05% | Q3 2015 | Q4 2015 | 2 |
FinTrust Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Pearl River Capital, LLC | 1 | 1 | 0.12% | 0.12% | 0.13% | Q1 2020 | Q1 2021 | 2 |
Jade Capital Advisors, LLC | 2 | 2 | 0.94% | 1.64% | 2.34% | Q1 2021 | Q2 2021 | 2 |
OXFORD ASSET MANAGEMENT LLP | 2 | 2 | 0.06% | 0.07% | 0.09% | Q4 2018 | Q1 2019 | 2 |
Capula Management Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
ONTARIO TEACHERS PENSION PLAN BOARD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 2 |
Sargent Bickham Lagudis LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
BRC Investment Management LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q4 2014 | Q1 2015 | 2 |
MACKAY SHIELDS LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 2 |
BBVA USA | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2021 | Q3 2021 | 2 |
Cerity Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
LEVIN CAPITAL STRATEGIES, L.P. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2015 | 2 |
Santa Fe Partners LLC | 1 | 1 | 0.07% | 0.10% | 0.12% | Q2 2015 | Q4 2015 | 2 |
Laurion Capital Management LP | 2 | 2 | 0.14% | 0.30% | 0.46% | Q4 2013 | Q1 2014 | 2 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Financial Architects, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2019 | 2 |
Baystate Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Scott & Selber, Inc. | 2 | 2 | 0.98% | 1.00% | 1.02% | Q3 2019 | Q4 2019 | 2 |
Ceredex Value Advisors LLC | 2 | 2 | 0.19% | 0.20% | 0.20% | Q3 2021 | Q4 2021 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
PA Capital LLC | 2 | 2 | 0.38% | 0.41% | 0.44% | Q2 2020 | Q3 2020 | 2 |
SAMLYN CAPITAL, LLC | 2 | 2 | 0.68% | 0.95% | 1.22% | Q4 2017 | Q1 2018 | 2 |
Schonfeld Group Holdings LLC | 2 | 2 | 0.05% | 0.07% | 0.09% | Q4 2013 | Q1 2014 | 2 |
Hirtle Callaghan & Co LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2014 | 2 |
Tidal Investments LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Elliott Investment Management L.P. | 2 | 2 | 0.20% | 0.22% | 0.24% | Q4 2020 | Q1 2021 | 2 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2023 | 2 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 2 |
JACOBS ASSET MANAGEMENT, LLC | 2 | 2 | 0.73% | 0.74% | 0.76% | Q3 2016 | Q4 2016 | 2 |
EVOKE WEALTH, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
PIEDMONT INVESTMENT ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2018 | 2 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.01% | 0.09% | 0.17% | Q4 2014 | Q1 2017 | 2 |
TRUEWEALTH LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Pine River Capital Management L.P. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2014 | 2 |
Sovarnum Capital L.P. | 2 | 2 | 0.79% | 1.04% | 1.30% | Q2 2021 | Q3 2021 | 2 |
Princeton Alpha Management LP | 1 | 1 | 0.05% | 0.06% | 0.07% | Q2 2014 | Q2 2015 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
JENNISON ASSOCIATES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
CAPSTONE ASSET MANAGEMENT CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Edgestream Partners, L.P. | 1 | 1 | 0.11% | 0.16% | 0.22% | Q3 2022 | Q1 2023 | 2 |
MONTAG A & ASSOCIATES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Holistic Financial Partners | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2018 | 2 |
PICTON MAHONEY ASSET MANAGEMENT | 1 | 1 | 0.01% | 0.13% | 0.26% | Q1 2018 | Q3 2023 | 2 |
AXQ CAPITAL, LP | 1 | 1 | 0.08% | 0.11% | 0.14% | Q1 2023 | Q3 2023 | 2 |
MGO ONE SEVEN LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
HIGHLAND CAPITAL MANAGEMENT LP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
BHF Kleinwort Benson Group S.A. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2014 | 2 |
CrestPoint Capital Management, LLC | 2 | 2 | 0.36% | 0.38% | 0.39% | Q3 2015 | Q4 2015 | 2 |
WEDBUSH SECURITIES INC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2014 | Q1 2015 | 2 |
Capital Advisors, Ltd. LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
SHEPHERD KAPLAN KROCHUK, LLC | 1 | 1 | 0.05% | 0.07% | 0.10% | Q2 2013 | Q3 2016 | 2 |
Connor, Clark & Lunn Investment Management Ltd. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Alpine Global Management, LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
InterOcean Capital, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q2 2018 | 2 |
BerganKDV Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Stonehage Fleming (UK) Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q4 2014 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Glacier Peak Capital LLC | 2 | 2 | 0.15% | 0.43% | 0.70% | Q3 2015 | Q4 2015 | 2 |
FRED ALGER MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
STEPH & CO | 2 | 2 | 0.05% | 0.07% | 0.10% | Q4 2019 | Q1 2020 | 2 |
Genesee Capital Advisors, LLC | 2 | 2 | 0.51% | 0.52% | 0.53% | Q2 2023 | Q3 2023 | 2 |
D.A. DAVIDSON & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2017 | 2 |
Virtu KCG Holdings LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q2 2017 | 2 |
ING GROEP NV | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q4 2021 | 2 |
Bridgefront Capital, LLC | 2 | 2 | 0.18% | 0.24% | 0.30% | Q1 2023 | Q2 2023 | 2 |
Teza Capital Management LLC | 2 | 2 | 0.09% | 0.15% | 0.21% | Q2 2019 | Q3 2019 | 2 |
BFSG, LLC | 1 | 1 | 0.14% | 0.15% | 0.15% | Q4 2022 | Q2 2023 | 2 |
STAMINA CAPITAL MANAGEMENT LP | 2 | 2 | 2.12% | 2.94% | 3.76% | Q3 2020 | Q4 2020 | 2 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 2 | 2 | 0.01% | 0.06% | 0.11% | Q2 2014 | Q3 2014 | 2 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 2 |
Vivaldi Capital Management LP | 2 | 2 | 0.06% | 0.11% | 0.16% | Q1 2019 | Q2 2019 | 2 |
SUMIT CAPITAL, LLC | 1 | 1 | 1.03% | 1.40% | 1.78% | Q3 2014 | Q2 2015 | 2 |
DGS Capital Management, LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q4 2021 | Q1 2022 | 2 |
Zions Bancorporation | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q4 2017 | 2 |
Quarry LP | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
OPTIMUM INVESTMENT ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
NEW VERNON INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q1 2014 | Q1 2014 | 1 |
CG Asset Management LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q2 2014 | Q2 2014 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
CADENCE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
NICOLA WEALTH MANAGEMENT LTD. | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2018 | Q4 2018 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
BROWN ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Index Management Solutions, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2013 | Q3 2013 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Invictus RG Pte. Ltd. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
Americana Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2015 | Q4 2015 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Kula Investments, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
EAM Investors, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2013 | Q2 2013 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
MOODY NATIONAL BANK TRUST DIVISION | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2013 | Q4 2013 | 1 |
Oak Thistle LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q2 2023 | Q2 2023 | 1 |
HIGHLAND PEAK CAPITAL, LLC | 1 | 1 | 1.65% | 1.65% | 1.65% | Q4 2022 | Q4 2022 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Ergoteles LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
BENNETT LAWRENCE MANAGEMENT L L C/NY | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q2 2014 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
55I, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2019 | Q2 2019 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2015 | Q2 2015 | 1 |
ETRADE Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q3 2023 | Q3 2023 | 1 |
CPWM, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2015 | Q2 2015 | 1 |
AXON CAPITAL LP | 1 | 1 | 4.90% | 4.90% | 4.90% | Q4 2014 | Q4 2014 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Parametrica Management Ltd | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2017 | Q4 2017 | 1 |
PCJ Investment Counsel Ltd. | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2021 | Q4 2021 | 1 |
DF DENT & CO INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
IMS Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Evercore Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Commonwealth Equity Services, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Grisanti Capital Management LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2016 | Q1 2016 | 1 |
Penn Capital Management Company, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q1 2017 | Q1 2017 | 1 |
Brookfield Asset Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Kemnay Advisory Services Inc. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2017 | Q3 2017 | 1 |
Red Tortoise LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Angeles Investment Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
JOHNSON INVESTMENT COUNSEL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
BI Asset Management Fondsmaeglerselskab A/S | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Symmetry Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
PRIVATE TRUST CO NA | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2015 | Q1 2015 | 1 |
SHELTON CAPITAL MANAGEMENT | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
FOSTER & MOTLEY INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
RPG Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Fox Point Capital Management LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q2 2014 | Q2 2014 | 1 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 1 |
HWG Holdings LP | 1 | 1 | 1.25% | 1.25% | 1.25% | Q4 2013 | Q4 2013 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
Lionsbridge Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Savior LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Belpointe Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
HighVista Strategies LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2018 | Q1 2018 | 1 |
Cornerstone Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
INCEPTIONR LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2022 | Q4 2022 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Machina Capital S.A.S. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
BlueMar Capital Management, LLC | 1 | 1 | 1.97% | 1.97% | 1.97% | Q1 2014 | Q1 2014 | 1 |
Zhang Financial LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 1 | 1 | 1.35% | 1.35% | 1.35% | Q2 2014 | Q2 2014 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
IMPAX ASSET MANAGEMENT LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2015 | Q2 2015 | 1 |
DUALITY ADVISERS, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Gemmer Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Omnia Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Deimos Asset Management LLC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q4 2015 | Q4 2015 | 1 |
HARBOR CAPITAL ADVISORS, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2013 | Q2 2013 | 1 |
WASHINGTON TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
ARROW FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Azora Capital LP | 1 | 1 | 4.34% | 4.34% | 4.34% | Q4 2017 | Q4 2017 | 1 |
Prestige Wealth Management Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Acrospire Investment Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Burns Matteson Capital Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2021 | Q2 2021 | 1 |
AQR Arbitrage LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Centiva Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
COWEN INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2014 | 1 |
AJO, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Ikarian Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Trilogy Capital Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Greenvale Capital LLP | 1 | 1 | 6.38% | 6.38% | 6.38% | Q4 2020 | Q4 2020 | 1 |
GRATIA CAPITAL, LLC | 1 | 1 | 3.43% | 3.43% | 3.43% | Q1 2019 | Q1 2019 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CALDWELL & ORKIN INC | 1 | 1 | 1.88% | 1.88% | 1.88% | Q2 2014 | Q2 2014 | 1 |
Hanson & Doremus Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
BECK CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2019 | Q4 2019 | 1 |
Southpoint Capital Advisors LP | 1 | 1 | 1.90% | 1.90% | 1.90% | Q1 2014 | Q1 2014 | 1 |
Harvest Fund Management Co., Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Waverly Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2013 | Q4 2013 | 1 |
Jupiter Investment Management Ltd | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2013 | Q4 2013 | 1 |
FIDUCIARY TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Concentric Capital Strategies, LP | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2022 | Q3 2022 | 1 |
SHAPIRO ROBERT N | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
HAMILTON LANE ADVISORS LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2014 | Q2 2014 | 1 |
PORTOLA GROUP INC /CA | 1 | 1 | 1.11% | 1.11% | 1.11% | Q2 2014 | Q2 2014 | 1 |
Virtu Financial LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Claro Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Balentine LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Cambridge Investment Research Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Quantinno Capital Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Quotient Investors, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2016 | Q2 2016 | 1 |
STEPHENS INC /AR/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Intersect Capital LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2019 | Q2 2019 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
Troluce Capital Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
Realta Investment Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Beech Hill Advisors, Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2014 | Q2 2014 | 1 |
FSI GROUP, LLC | 1 | 1 | 1.84% | 1.84% | 1.84% | Q4 2017 | Q4 2017 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WealthBridge Investment Counsel Inc. | 1 | 1 | 1.58% | 1.58% | 1.58% | Q4 2019 | Q4 2019 | 1 |
Ada Investment Management, LP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2015 | Q3 2015 | 1 |
ROCKEFELLER FINANCIAL SERVICES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Krane Funds Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.60% | 0.60% | 0.60% | Q3 2014 | Q3 2014 | 1 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Sumitomo Mitsui Trust Holdings, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Neuberger Berman Canada ULC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
Carmichael Hill & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
JBF Capital, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Shay Capital LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Delphi Private Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Signition LP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2018 | Q4 2018 | 1 |
OCCUDO QUANTITATIVE STRATEGIES LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Litespeed Management, L.L.C. | 1 | 1 | 1.34% | 1.34% | 1.34% | Q4 2019 | Q4 2019 | 1 |
25 LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Willingdon Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2020 | Q2 2020 | 1 |
LEVITT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2013 | Q2 2013 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
SAC Capital Advisors LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Folger Hill Asset Management LP | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2015 | Q4 2015 | 1 |
KEANE CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
First Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
ATTICUS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
AMUNDI ASSET MANAGEMENT US, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Lodge Hill Capital, LLC | 1 | 1 | 1.12% | 1.12% | 1.12% | Q1 2017 | Q1 2017 | 1 |
Delos Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
NISA INVESTMENT ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2017 | Q1 2017 | 1 |
Nebula Research & Development LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
MV CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
True Bearing Asset Management LP | 1 | 1 | 1.12% | 1.12% | 1.12% | Q2 2015 | Q2 2015 | 1 |
External links
This page lists all the filers that currently own AIR LEASE CORP or have owned AIR LEASE CORP in the past.