Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ROYAL BANK OF CANADA | 28 | 28 | 0.00% | 0.08% | 0.17% | Q4 2016 | Q3 2023 | 39 |
Citadel Advisors | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 39 |
BANK OF MONTREAL /CAN/ | 25 | 2 | 0.00% | 0.21% | 0.55% | Q4 2016 | Q3 2023 | 38 |
TORONTO DOMINION BANK | 28 | 28 | 0.00% | 0.18% | 0.50% | Q4 2016 | Q3 2023 | 38 |
CIBC WORLD MARKET INC. | 28 | 28 | 0.00% | 0.29% | 0.78% | Q4 2016 | Q3 2023 | 37 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 34 |
CREDIT SUISSE AG/ | 28 | 28 | 0.00% | 0.02% | 0.11% | Q4 2016 | Q3 2023 | 28 |
1832 Asset Management L.P. | 28 | 28 | 0.00% | 0.03% | 0.23% | Q4 2016 | Q3 2023 | 28 |
CIBC Asset Management Inc | 28 | 28 | 0.01% | 0.10% | 0.35% | Q4 2016 | Q3 2023 | 28 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
MORGAN STANLEY | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
INTACT INVESTMENT MANAGEMENT INC. | 28 | 28 | 0.84% | 2.11% | 3.59% | Q4 2016 | Q3 2023 | 28 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 28 | 28 | 0.01% | 0.09% | 0.24% | Q4 2016 | Q3 2023 | 28 |
GOLDMAN SACHS GROUP INC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
BANK OF AMERICA CORP /DE/ | 28 | 28 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 28 |
Heronetta Management, L.P. | 28 | 28 | 0.30% | 2.42% | 5.31% | Q4 2016 | Q3 2023 | 28 |
DEUTSCHE BANK AG\ | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
GUARDIAN CAPITAL ADVISORS LP | 28 | 28 | 0.16% | 0.38% | 0.69% | Q4 2016 | Q3 2023 | 28 |
RAYMOND JAMES & ASSOCIATES | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 28 |
HENNESSY ADVISORS INC | 28 | 28 | 0.05% | 0.14% | 0.24% | Q4 2016 | Q3 2023 | 28 |
CITIGROUP INC | 28 | 28 | 0.00% | 0.01% | 0.06% | Q4 2016 | Q3 2023 | 28 |
CIDEL ASSET MANAGEMENT INC | 28 | 28 | 0.01% | 0.71% | 2.16% | Q4 2016 | Q3 2023 | 28 |
UBS Group AG | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
Legal & General Group Plc | 28 | 28 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 28 |
SHELL ASSET MANAGEMENT CO | 28 | 28 | 0.01% | 0.04% | 0.12% | Q4 2016 | Q3 2023 | 28 |
VANGUARD GROUP INC | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
GUARDIAN CAPITAL LP | 28 | 28 | 0.01% | 0.37% | 0.85% | Q4 2016 | Q3 2023 | 28 |
Swiss National Bank | 28 | 28 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 28 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 28 | 28 | 0.01% | 0.07% | 0.17% | Q4 2016 | Q3 2023 | 28 |
Invesco Ltd. | 28 | 28 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 28 |
WELLS FARGO & COMPANY/MN | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
JPMORGAN CHASE & CO | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
TD ASSET MANAGEMENT INC | 27 | 27 | 0.06% | 0.19% | 0.33% | Q1 2017 | Q3 2023 | 27 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 18 | 9 | 0.01% | 0.07% | 0.14% | Q4 2016 | Q3 2023 | 27 |
Tower Research Capital LLC (TRC) | 15 | 12 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 27 |
BANK OF NOVA SCOTIA | 14 | 13 | 0.03% | 0.23% | 0.48% | Q4 2016 | Q3 2023 | 27 |
Connor, Clark & Lunn Investment Management Ltd. | 27 | 27 | 0.00% | 0.31% | 0.84% | Q4 2016 | Q2 2023 | 27 |
DORCHESTER WEALTH MANAGEMENT Co | 27 | 27 | 0.02% | 0.34% | 1.05% | Q1 2017 | Q3 2023 | 27 |
TWO SIGMA INVESTMENTS, LP | 8 | 1 | 0.00% | 0.03% | 0.10% | Q4 2016 | Q3 2023 | 27 |
NAPLES GLOBAL ADVISORS, LLC | 27 | 27 | 0.17% | 0.47% | 0.68% | Q1 2017 | Q3 2023 | 27 |
SCOTIA CAPITAL INC. | 14 | 13 | 0.15% | 0.66% | 1.00% | Q4 2016 | Q3 2023 | 27 |
Russell Investments Group, Ltd. | 26 | 26 | 0.00% | 0.02% | 0.09% | Q2 2017 | Q3 2023 | 26 |
Bank of New York Mellon Corp | 17 | 9 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 26 |
Fiera Capital Corp | 26 | 26 | 0.00% | 0.05% | 0.23% | Q4 2016 | Q1 2023 | 26 |
Stockman Wealth Management, Inc. | 23 | 3 | 0.02% | 0.08% | 0.28% | Q4 2016 | Q2 2023 | 26 |
ALLIANCEBERNSTEIN L.P. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
BANK OF NOVA SCOTIA TRUST CO | 13 | 13 | 0.02% | 0.23% | 0.88% | Q4 2016 | Q3 2023 | 26 |
Allianz Asset Management GmbH | 15 | 11 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 26 |
Neuberger Berman Group LLC | 25 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 26 |
Copeland Capital Management, LLC | 25 | 25 | 0.00% | 1.49% | 2.59% | Q2 2017 | Q2 2023 | 25 |
Renaissance Technologies | 22 | 1 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 25 |
Hillsdale Investment Management Inc. | 24 | 1 | 0.00% | 0.10% | 0.61% | Q4 2016 | Q1 2023 | 25 |
Manchester Capital Management LLC | 24 | 1 | 0.04% | 0.12% | 0.19% | Q4 2016 | Q3 2023 | 25 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 25 | 25 | 0.00% | 0.08% | 0.32% | Q4 2016 | Q4 2022 | 25 |
NORGES BANK | 25 | 25 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q4 2022 | 25 |
JANE STREET GROUP, LLC | 20 | 5 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 25 |
DAVIS-REA LTD. | 11 | 4 | 0.04% | 0.35% | 4.28% | Q1 2017 | Q3 2023 | 25 |
Raymond James Financial Services Advisors, Inc. | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
MILLENNIUM MANAGEMENT LLC | 12 | 4 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q3 2023 | 24 |
QV Investors Inc. | 11 | 2 | 0.08% | 0.73% | 1.55% | Q2 2017 | Q3 2023 | 24 |
Onex Canada Asset Management Inc. | 24 | 24 | 0.01% | 0.98% | 2.13% | Q4 2017 | Q3 2023 | 24 |
MACKENZIE FINANCIAL CORP | 24 | 24 | 0.00% | 0.09% | 0.15% | Q4 2017 | Q3 2023 | 24 |
AGF INVESTMENTS INC. | 21 | 2 | 0.00% | 0.15% | 0.47% | Q4 2016 | Q3 2022 | 23 |
TWO SIGMA ADVISERS, LP | 8 | 7 | 0.00% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 23 |
Baird Financial Group, Inc. | 23 | 23 | 0.00% | 0.03% | 0.06% | Q1 2017 | Q3 2022 | 23 |
Alberta Investment Management Corp | 8 | 4 | 0.00% | 0.08% | 0.61% | Q4 2016 | Q3 2023 | 23 |
Advisory Services Network, LLC | 21 | 2 | 0.00% | 0.01% | 0.06% | Q1 2017 | Q1 2023 | 23 |
CANADA PENSION PLAN INVESTMENT BOARD | 13 | 1 | 0.00% | 0.03% | 0.08% | Q3 2017 | Q3 2023 | 22 |
DIMENSIONAL FUND ADVISORS LP | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
INGALLS & SNYDER LLC | 12 | 2 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 22 |
AMERIPRISE FINANCIAL INC | 20 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 22 |
Steward Partners Investment Advisory, LLC | 18 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 21 |
Cubist Systematic Strategies, LLC | 13 | 1 | 0.00% | 0.01% | 0.06% | Q1 2017 | Q3 2023 | 21 |
BARCLAYS PLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
SIG North Trading, ULC | 8 | 8 | 0.02% | 0.11% | 0.24% | Q4 2021 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
King Wealth Management Group | 20 | 20 | 0.03% | 0.08% | 0.15% | Q4 2018 | Q3 2023 | 20 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Morris Capital Advisors, LLC | 20 | 20 | 0.10% | 0.17% | 0.26% | Q4 2016 | Q3 2021 | 20 |
MONTRUSCO BOLTON INVESTMENTS INC. | 20 | 20 | 0.25% | 2.60% | 5.76% | Q4 2016 | Q3 2021 | 20 |
FIL Ltd | 16 | 3 | 0.00% | 0.05% | 0.09% | Q4 2018 | Q3 2023 | 19 |
VAN ECK ASSOCIATES CORP | 19 | 19 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Man Group plc | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
CORRADO ADVISORS, LLC | 19 | 19 | 0.15% | 0.38% | 0.92% | Q1 2019 | Q3 2023 | 19 |
FRANKLIN RESOURCES INC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
HSBC HOLDINGS PLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
IFP Advisors, Inc | 7 | 6 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 19 |
LGT CAPITAL PARTNERS LTD. | 19 | 19 | 0.16% | 0.85% | 1.63% | Q4 2016 | Q2 2021 | 19 |
FMR LLC | 17 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 19 |
GUGGENHEIM CAPITAL LLC | 16 | 3 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 19 |
COMMONWEALTH EQUITY SERVICES, LLC | 17 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 18 |
STATE STREET CORP | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Crossmark Global Holdings, Inc. | 18 | 18 | 0.01% | 0.15% | 0.39% | Q2 2019 | Q3 2023 | 18 |
BLAIR WILLIAM & CO/IL | 18 | 18 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2022 | 18 |
GEODE CAPITAL MANAGEMENT, LLC | 17 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 18 |
FORSTA AP-FONDEN | 12 | 2 | 0.01% | 0.06% | 0.12% | Q4 2018 | Q3 2023 | 18 |
Belpointe Asset Management LLC | 18 | 18 | 0.01% | 0.03% | 0.08% | Q2 2019 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
STIFEL FINANCIAL CORP | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
UBS ASSET MANAGEMENT AMERICAS INC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2021 | 18 |
DekaBank Deutsche Girozentrale | 16 | 1 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q3 2023 | 17 |
Voya Financial Advisors, Inc. | 17 | 17 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q1 2021 | 17 |
APG Asset Management N.V. | 16 | 1 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.00% | 0.03% | 0.35% | Q4 2019 | Q4 2023 | 17 |
J.P. Morgan Private Wealth Advisors LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 17 | 17 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q4 2022 | 17 |
Sumitomo Mitsui Trust Holdings, Inc. | 17 | 17 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 17 |
US BANCORP \DE\ | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
D. E. Shaw & Co., Inc. | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 16 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 14 | 1 | 0.00% | 0.22% | 0.64% | Q4 2018 | Q3 2023 | 16 |
SIGNATUREFD, LLC | 15 | 1 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q3 2023 | 16 |
STATE OF WISCONSIN INVESTMENT BOARD | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Gulf International Bank (UK) Ltd | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Cutler Group LLC / CA | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 15 |
Ecofin Advisors Ltd | 15 | 15 | 2.33% | 6.29% | 10.75% | Q2 2017 | Q4 2020 | 15 |
JANUS HENDERSON GROUP PLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
AMERICAN CENTURY COMPANIES INC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
WOLVERINE ASSET MANAGEMENT LLC | 8 | 8 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q2 2023 | 15 |
Korea Investment CORP | 15 | 15 | 0.00% | 0.01% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Virtus ETF Advisers LLC | 15 | 15 | 0.12% | 0.59% | 0.78% | Q2 2019 | Q4 2022 | 15 |
BAROMETER CAPITAL MANAGEMENT INC. | 5 | 1 | 0.00% | 1.04% | 3.44% | Q4 2016 | Q4 2022 | 15 |
USS Investment Management Ltd | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
FIRST TRUST ADVISORS LP | 14 | 14 | 0.02% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Summit Global Investments | 14 | 14 | 0.06% | 0.10% | 0.22% | Q2 2019 | Q3 2022 | 14 |
EARNEST PARTNERS LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2022 | 14 |
COMERICA BANK | 9 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2022 | 14 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 14 |
Banque Cantonale Vaudoise | 14 | 14 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q1 2023 | 14 |
AXA S.A. | 9 | 5 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 14 |
NORTHERN TRUST CORP | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Cubic Asset Management, LLC | 14 | 14 | 0.11% | 0.14% | 0.19% | Q2 2020 | Q3 2023 | 14 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7 | 2 | 0.01% | 0.11% | 0.38% | Q1 2019 | Q4 2022 | 14 |
Horan Securities, Inc. | 7 | 6 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2023 | 13 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 13 | 13 | 0.00% | 0.02% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Varma Mutual Pension Insurance Co | 11 | 2 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 13 |
LPL Financial LLC | 9 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 13 |
Cresset Asset Management, LLC | 12 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2023 | 13 |
Vanguard Personalized Indexing Management, LLC | 13 | 13 | 0.01% | 0.03% | 0.08% | Q3 2020 | Q3 2023 | 13 |
Stewart Asset Management, LLC | 13 | 13 | 0.60% | 1.09% | 2.10% | Q4 2019 | Q4 2022 | 13 |
AdvisorNet Financial, Inc | 7 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 13 |
Advisors Asset Management, Inc. | 13 | 13 | 0.00% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Highstreet Asset Management Inc. | 13 | 13 | 0.02% | 1.13% | 1.94% | Q4 2016 | Q4 2019 | 13 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 9 | 4 | 0.08% | 0.75% | 2.01% | Q4 2019 | Q3 2023 | 13 |
Mitsubishi UFJ Trust & Banking Corp | 10 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 13 |
JEPPSON WEALTH MANAGEMENT, LLC | 13 | 13 | 0.03% | 0.11% | 0.19% | Q3 2020 | Q3 2023 | 13 |
Ensign Peak Advisors, Inc | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 12 |
JARISLOWSKY, FRASER Ltd | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2022 | 12 |
First Horizon Advisors, Inc. | 8 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2022 | 12 |
Phoenix Holdings Ltd. | 10 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 12 |
PNC FINANCIAL SERVICES GROUP, INC. | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 12 |
SeaCrest Wealth Management, LLC | 12 | 12 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q3 2022 | 12 |
PEAK6 Investments LLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 12 |
WESTPAC BANKING CORP | 11 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2023 | 12 |
Hexavest Inc. | 7 | 5 | 0.00% | 0.06% | 0.12% | Q2 2016 | Q4 2019 | 12 |
Geneos Wealth Management Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
D.A. DAVIDSON & CO. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2019 | 12 |
Tacita Capital Inc | 12 | 12 | 0.04% | 0.88% | 1.55% | Q4 2020 | Q3 2023 | 12 |
Greystone Managed Investments Inc. | 12 | 12 | 1.20% | 1.44% | 1.82% | Q4 2016 | Q3 2019 | 12 |
JOHN G ULLMAN & ASSOCIATES INC | 12 | 12 | 0.06% | 0.81% | 2.27% | Q4 2020 | Q3 2023 | 12 |
BlackRock Inc. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 12 |
Quantbot Technologies LP | 7 | 1 | 0.01% | 0.07% | 0.19% | Q2 2019 | Q3 2023 | 12 |
ADELL HARRIMAN & CARPENTER INC | 7 | 5 | 0.01% | 0.34% | 0.72% | Q3 2020 | Q3 2023 | 12 |
COLONY GROUP LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 12 |
Claro Advisors LLC | 12 | 12 | 0.02% | 0.09% | 0.17% | Q3 2020 | Q2 2023 | 12 |
NATIXIS | 11 | 1 | 0.00% | 0.04% | 0.11% | Q2 2018 | Q3 2023 | 12 |
C WorldWide Group Holding A/S | 11 | 11 | 0.01% | 0.03% | 0.06% | Q1 2017 | Q3 2019 | 11 |
SEI INVESTMENTS CO | 9 | 1 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q4 2022 | 11 |
NATIXIS ADVISORS, L.P. | 9 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 11 |
PineBridge Investments, L.P. | 10 | 1 | 0.01% | 0.05% | 0.10% | Q4 2016 | Q3 2023 | 11 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2019 | 11 |
WEDBUSH SECURITIES INC | 10 | 1 | 0.00% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 11 |
PERSONAL CFO SOLUTIONS, LLC | 9 | 2 | 0.02% | 0.05% | 0.08% | Q4 2019 | Q4 2022 | 11 |
PICTET ASSET MANAGEMENT LTD | 7 | 4 | 0.01% | 0.16% | 0.32% | Q3 2018 | Q2 2021 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Advisor Group, Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2019 | 11 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 11 | 11 | 0.02% | 0.05% | 0.06% | Q1 2020 | Q3 2022 | 11 |
GQG Partners LLC | 10 | 1 | 0.00% | 0.79% | 1.28% | Q4 2018 | Q3 2022 | 11 |
MML INVESTORS SERVICES, LLC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2020 | 11 |
Vontobel Holding Ltd. | 9 | 2 | 0.00% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 11 |
Aptus Capital Advisors, LLC | 11 | 11 | 0.04% | 0.07% | 0.11% | Q4 2018 | Q2 2021 | 11 |
CENTRAL TRUST Co | 7 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Baskin Financial Services Inc. | 5 | 1 | 0.01% | 0.29% | 0.60% | Q1 2018 | Q3 2023 | 10 |
Partners Group Holding AG | 10 | 10 | 0.04% | 0.05% | 0.07% | Q3 2020 | Q4 2022 | 10 |
Schonfeld Strategic Advisors LLC | 5 | 1 | 0.00% | 0.03% | 0.08% | Q1 2020 | Q4 2022 | 10 |
WOLVERINE TRADING, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 10 |
Laurel Wealth Advisors, Inc. | 10 | 10 | 0.02% | 0.10% | 0.20% | Q3 2020 | Q4 2022 | 10 |
Vident Investment Advisory, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 10 |
Verity & Verity, LLC | 8 | 2 | 0.01% | 0.63% | 0.91% | Q1 2021 | Q3 2023 | 10 |
NN Investment Partners Holdings N.V. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q4 2021 | 10 |
Assenagon Asset Management S.A. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 10 |
FIFTH THIRD BANCORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
RAYMOND JAMES TRUST N.A. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
MARSHALL WACE, LLP | 6 | 1 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 10 |
Fieldpoint Private Securities, LLC | 7 | 3 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2022 | 10 |
AMUNDI ASSET MANAGEMENT US, INC. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2021 | 10 |
Premier Fund Managers Ltd | 6 | 1 | 0.05% | 0.08% | 0.11% | Q3 2020 | Q2 2023 | 10 |
Paloma Partners Management Co | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2020 | 10 |
SRS Capital Advisors, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Rockefeller Capital Management L.P. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2022 | 10 |
VALLEY NATIONAL ADVISERS INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Hilltop Holdings Inc. | 7 | 3 | 0.02% | 0.09% | 0.15% | Q1 2018 | Q4 2020 | 10 |
TOMPKINS FINANCIAL CORP | 5 | 2 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q4 2023 | 10 |
Quadrature Capital Ltd | 5 | 1 | 0.01% | 0.11% | 0.32% | Q1 2017 | Q4 2022 | 10 |
Gradient Investments LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Ilmarinen Mutual Pension Insurance Co | 9 | 9 | 0.03% | 0.03% | 0.04% | Q1 2020 | Q1 2022 | 9 |
EXCALIBUR MANAGEMENT CORP | 9 | 9 | 0.03% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 9 |
North Star Investment Management Corp. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Fosun International Ltd | 9 | 9 | 0.04% | 0.15% | 0.20% | Q1 2019 | Q1 2021 | 9 |
Marshall Wace North America L.P. | 3 | 1 | 0.00% | 0.02% | 0.12% | Q4 2017 | Q3 2021 | 9 |
Csenge Advisory Group | 8 | 1 | 0.01% | 0.04% | 0.05% | Q3 2018 | Q1 2021 | 9 |
Skaana Management L.P. | 4 | 1 | 0.02% | 0.16% | 0.34% | Q4 2021 | Q3 2023 | 9 |
RHUMBLINE ADVISERS | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 9 |
REGIONS FINANCIAL CORP | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 9 |
PRUDENTIAL PLC | 4 | 1 | 0.00% | 0.03% | 0.07% | Q2 2019 | Q4 2022 | 9 |
Roble, Belko & Company, Inc | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Trexquant Investment LP | 5 | 1 | 0.01% | 0.03% | 0.07% | Q2 2017 | Q2 2023 | 9 |
Cambridge Investment Research Advisors, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Magnetar Financial LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 9 |
Cumberland Partners Ltd | 6 | 3 | 0.07% | 0.25% | 0.59% | Q4 2019 | Q3 2022 | 9 |
CAPTRUST FINANCIAL ADVISORS | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
Mirae Asset Global Investments Co., Ltd. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q4 2020 | 9 |
DC Investments Management, LLC | 9 | 9 | 0.13% | 0.31% | 0.42% | Q2 2018 | Q2 2020 | 9 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.02% | 0.05% | 0.11% | Q1 2018 | Q3 2023 | 9 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 9 |
AGF Investments LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Kepos Capital LP | 3 | 2 | 0.01% | 0.49% | 2.28% | Q2 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.08% | 0.19% | 0.30% | Q4 2021 | Q3 2023 | 8 |
BESSEMER GROUP INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2023 | 8 |
Caldwell Investment Management Ltd. | 8 | 8 | 0.59% | 1.04% | 1.78% | Q4 2021 | Q3 2023 | 8 |
AMP Capital Investors Ltd | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
WESTPORT RESOURCES MANAGEMENT INC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2015 | 8 |
OUTFITTER FINANCIAL LLC | 8 | 8 | 0.79% | 0.90% | 1.00% | Q4 2020 | Q3 2022 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 8 |
HUNTINGTON NATIONAL BANK | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
RMB Capital Management, LLC | 8 | 8 | 0.09% | 0.16% | 0.22% | Q4 2020 | Q3 2022 | 8 |
Colonial River Wealth Management, LLC | 8 | 8 | 0.05% | 0.09% | 0.13% | Q4 2021 | Q3 2023 | 8 |
ClearBridge Investments Ltd | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2020 | 8 |
MERCER GLOBAL ADVISORS INC /ADV | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 8 |
Cardinal Capital Management, Inc. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 8 |
SVB WEALTH LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
PCJ Investment Counsel Ltd. | 5 | 1 | 0.03% | 0.95% | 2.55% | Q1 2017 | Q3 2022 | 8 |
Quaero Capital S.A. | 8 | 8 | 1.80% | 2.34% | 3.52% | Q4 2020 | Q3 2022 | 8 |
Zimmer Partners, LP | 2 | 1 | 0.00% | 0.08% | 0.30% | Q4 2018 | Q2 2023 | 7 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 7 |
Parallel Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
Mn Services Vermogensbeheer B.V. | 4 | 3 | 0.04% | 0.07% | 0.23% | Q2 2020 | Q1 2022 | 7 |
Metis Global Partners, LLC | 7 | 7 | 0.01% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q4 2022 | 7 |
QS Investors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 7 |
Formidable Asset Management, LLC | 7 | 7 | 0.10% | 0.15% | 0.22% | Q1 2022 | Q3 2023 | 7 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q4 2021 | 7 |
GROUP ONE TRADING, L.P. | 4 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 7 |
NORDEA INVESTMENT MANAGEMENT AB | 7 | 7 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q1 2020 | 7 |
EATON VANCE MANAGEMENT | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 6 | 1 | 0.05% | 0.08% | 0.10% | Q4 2018 | Q2 2021 | 7 |
Tidal Investments LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
CIGNA INVESTMENTS INC /NEW | 7 | 7 | 0.02% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
First Trust Direct Indexing L.P. | 7 | 7 | 0.02% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Bell Investment Advisors, Inc | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
Rock Point Advisors, LLC | 7 | 7 | 0.94% | 1.19% | 1.66% | Q1 2022 | Q3 2023 | 7 |
Community Bank, N.A. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3 | 1 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q4 2022 | 7 |
Verition Fund Management LLC | 3 | 1 | 0.00% | 0.03% | 0.10% | Q3 2019 | Q2 2023 | 7 |
Winslow, Evans & Crocker, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2020 | 7 |
BALYASNY ASSET MANAGEMENT L.P. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 6 |
MACQUARIE GROUP LTD | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
NOMURA ASSET MANAGEMENT CO LTD | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Ceredex Value Advisors LLC | 6 | 6 | 0.15% | 0.20% | 0.26% | Q2 2022 | Q3 2023 | 6 |
Sentry Investments Corp. | 6 | 6 | 0.39% | 0.56% | 0.80% | Q4 2016 | Q1 2018 | 6 |
NEXT Financial Group, Inc | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2021 | 6 |
Sowell Financial Services LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 6 |
Global Retirement Partners, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 6 |
Virtu Financial LLC | 2 | 1 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q1 2023 | 6 |
Opus Capital Group, LLC | 6 | 6 | 0.07% | 0.28% | 0.58% | Q3 2018 | Q4 2019 | 6 |
Quent Capital, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Greenland Capital Management LP | 4 | 4 | 0.08% | 0.24% | 0.59% | Q4 2022 | Q3 2023 | 6 |
Polar Asset Management Partners Inc. | 4 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 6 |
Stonehage Fleming Financial Services Holdings Ltd | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 6 |
CITY HOLDING CO | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
Campbell & CO Investment Adviser LLC | 5 | 1 | 0.04% | 0.17% | 0.24% | Q4 2018 | Q4 2022 | 6 |
GRAYHAWK INVESTMENT STRATEGIES INC. | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 6 |
BURNEY CO/ | 6 | 6 | 0.01% | 0.04% | 0.08% | Q1 2022 | Q2 2023 | 6 |
NewGen Asset Management Ltd | 5 | 1 | 0.98% | 2.60% | 3.45% | Q4 2020 | Q1 2023 | 6 |
Sugarloaf Wealth Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 6 |
MV CAPITAL MANAGEMENT, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
BRASADA CAPITAL MANAGEMENT, LP | 6 | 6 | 0.16% | 0.23% | 0.30% | Q2 2020 | Q3 2021 | 6 |
ROOSEVELT INVESTMENT GROUP LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 6 |
RPG Investment Advisory, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Hexagon Capital Partners LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Creative Planning | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 6 |
Lombard Odier Asset Management (Switzerland) SA | 4 | 2 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q1 2023 | 6 |
AVIVA PLC | 3 | 1 | 0.00% | 0.02% | 0.06% | Q2 2021 | Q3 2023 | 6 |
Covenant Partners, LLC | 5 | 1 | 0.08% | 0.08% | 0.10% | Q1 2019 | Q2 2022 | 6 |
MASSMUTUAL TRUST CO FSB/ADV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 6 |
Signition LP | 6 | 6 | 0.12% | 0.89% | 1.86% | Q3 2018 | Q4 2019 | 6 |
Qube Research & Technologies Ltd | 5 | 1 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2022 | 6 |
Point72 Asset Management, L.P. | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 5 |
TEALWOOD ASSET MANAGEMENT INC | 5 | 5 | 0.44% | 0.71% | 1.33% | Q1 2020 | Q1 2021 | 5 |
Arkadios Wealth Advisors | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2020 | 5 |
Jefferies Group LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2020 | 5 |
FineMark National Bank & Trust | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2021 | 5 |
MUFG SECURITIES (CANADA), LTD. | 5 | 5 | 0.24% | 1.76% | 4.18% | Q4 2020 | Q4 2021 | 5 |
Cribstone Capital Management, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2017 | 5 |
Mach-1 Financial Group, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 5 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.11% | 0.25% | 0.54% | Q1 2021 | Q1 2023 | 5 |
CAPITAL FUND MANAGEMENT S.A. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 5 |
Skandinaviska Enskilda Banken AB (publ) | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 5 |
Private Advisor Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 5 |
Bramshill Investments, LLC | 5 | 5 | 0.17% | 0.27% | 0.39% | Q3 2021 | Q3 2022 | 5 |
U.S. Capital Wealth Advisors, LLC | 5 | 5 | 0.05% | 0.05% | 0.06% | Q3 2021 | Q3 2022 | 5 |
Industrial Alliance Investment Management Inc. | 5 | 5 | 0.08% | 0.14% | 0.20% | Q4 2021 | Q4 2022 | 5 |
ExodusPoint Capital Management, LP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 5 |
Squarepoint Ops LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Gyon Technologies Capital Management, LP | 3 | 1 | 0.10% | 0.17% | 0.23% | Q3 2020 | Q3 2022 | 5 |
BROWN BROTHERS HARRIMAN & CO | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 5 |
Ninepoint Partners LP | 2 | 1 | 0.03% | 0.18% | 0.49% | Q3 2017 | Q4 2020 | 5 |
Anson Funds Management LP | 4 | 1 | 0.45% | 0.96% | 2.20% | Q3 2020 | Q3 2023 | 5 |
EverSource Wealth Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Aquatic Capital Management LLC | 3 | 1 | 0.01% | 0.08% | 0.22% | Q4 2021 | Q2 2023 | 5 |
Founders Capital Management | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2023 | 5 |
Beck Bode, LLC | 5 | 5 | 0.01% | 2.31% | 4.26% | Q3 2019 | Q3 2020 | 5 |
Triumph Capital Management | 4 | 4 | 0.05% | 0.09% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Leucadia National | 3 | 3 | 0.00% | 0.07% | 0.16% | Q1 2023 | Q3 2023 | 4 |
FEDERATED HERMES, INC. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q4 2022 | 4 |
Walleye Trading LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 4 |
Baader Bank Aktiengesellschaft | 4 | 4 | 0.04% | 0.06% | 0.07% | Q4 2021 | Q3 2022 | 4 |
Alpha Omega Wealth Management LLC | 4 | 4 | 0.44% | 0.63% | 0.78% | Q4 2022 | Q3 2023 | 4 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q1 2020 | 4 |
Strategic Wealth Partners, Ltd. | 4 | 4 | 0.36% | 0.44% | 0.48% | Q4 2021 | Q3 2022 | 4 |
Richard P Slaughter Associates Inc | 4 | 4 | 0.21% | 0.43% | 0.54% | Q1 2022 | Q4 2022 | 4 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Schubert & Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
BlueCrest Capital Management Ltd | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 4 |
Capital World Investors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
West Financial Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Twin Tree Management, LP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
TD Capital Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Crewe Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Bogart Wealth, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
M&T BANK CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
HighTower Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
HM PAYSON & CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
AIA Investment Management Private Ltd | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
Gotham Asset Management, LLC | 4 | 4 | 0.00% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
QUADRANT CAPITAL GROUP LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 4 |
HITE Hedge Asset Management LLC | 4 | 4 | 0.11% | 0.16% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Bridgefront Capital, LLC | 4 | 4 | 0.12% | 0.18% | 0.24% | Q1 2021 | Q4 2021 | 4 |
ONTARIO TEACHERS PENSION PLAN BOARD | 4 | 4 | 0.02% | 0.04% | 0.07% | Q4 2019 | Q3 2020 | 4 |
I.G. INVESTMENT MANAGEMENT, LTD. | 4 | 4 | 0.16% | 0.21% | 0.27% | Q4 2016 | Q3 2017 | 4 |
Smithfield Trust Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
THOMAS WHITE INTERNATIONAL LTD | 4 | 4 | 0.18% | 0.22% | 0.24% | Q3 2020 | Q2 2021 | 4 |
XTX Topco Ltd | 2 | 1 | 0.04% | 0.09% | 0.15% | Q2 2021 | Q1 2023 | 4 |
Lindbrook Capital, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 4 |
Parallax Volatility Advisers, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
GABELLI FUNDS LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
TRUIST FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
AlphaCrest Capital Management LLC | 2 | 1 | 0.03% | 0.06% | 0.09% | Q3 2020 | Q3 2022 | 4 |
CI INVESTMENTS INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
WELLINGTON MANAGEMENT GROUP LLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 4 |
Cerity Partners LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 3 | 3 | 0.54% | 0.60% | 0.70% | Q1 2023 | Q3 2023 | 3 |
Elequin Capital, LP | 2 | 1 | 0.01% | 0.30% | 0.72% | Q1 2022 | Q1 2023 | 3 |
Ancora Advisors LLC | 3 | 3 | 0.31% | 0.45% | 0.63% | Q1 2023 | Q3 2023 | 3 |
Euro Pacific Asset Management, LLC | 3 | 3 | 0.36% | 0.50% | 0.65% | Q1 2023 | Q3 2023 | 3 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 3 |
PUTNAM INVESTMENTS LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
WASHINGTON CAPITAL MANAGEMENT, INC | 3 | 3 | 0.48% | 0.50% | 0.52% | Q3 2020 | Q1 2021 | 3 |
HOEY INVESTMENTS, INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.01% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 3 |
Cipher Capital LP | 2 | 1 | 0.06% | 0.18% | 0.39% | Q1 2021 | Q3 2022 | 3 |
Petrus Trust Company, LTA | 2 | 1 | 0.02% | 0.04% | 0.08% | Q4 2021 | Q4 2022 | 3 |
Valeo Financial Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 3 |
ERn Financial, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Cetera Investment Advisers | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
JCIC Asset Management Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Harvest Portfolios Group Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CALTON & ASSOCIATES, INC. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2020 | Q3 2020 | 3 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 3 | 3 | 0.09% | 0.10% | 0.12% | Q4 2019 | Q2 2020 | 3 |
Colonial Trust Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
BBR PARTNERS, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q3 2021 | Q1 2022 | 3 |
Clarius Group, LLC | 3 | 3 | 0.03% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Veritable, L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Schechter Investment Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q2 2023 | 3 |
FORA Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q4 2020 | 3 |
Candriam S.C.A. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q1 2023 | 3 |
FLAGSHIP HARBOR ADVISORS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Foundations Investment Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Principal Street Partners, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Corvex Management LP | 3 | 3 | 3.32% | 3.85% | 4.92% | Q1 2023 | Q3 2023 | 3 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q1 2023 | 3 |
Laird Norton Wetherby Wealth Management, LLC | 3 | 3 | 0.00% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Canoe Financial LP | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
ASSETMARK, INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
PFG Investments, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 3 | 3 | 0.03% | 0.04% | 0.05% | Q4 2016 | Q2 2017 | 3 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Capital Research Global Investors | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2017 | 3 |
State of Tennessee, Treasury Department | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 3 |
Virtu KCG Holdings LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
Optiver Holding B.V. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 3 |
ADVISOR PARTNERS II, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
JANICZEK WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Triasima Portfolio Management inc. | 3 | 3 | 0.04% | 0.28% | 0.47% | Q4 2020 | Q2 2021 | 3 |
EWA, LLC | 3 | 3 | 0.04% | 0.07% | 0.10% | Q1 2023 | Q3 2023 | 3 |
ACADIAN ASSET MANAGEMENT LLC | 2 | 1 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q3 2019 | 3 |
EdgePoint Investment Group Inc. | 3 | 3 | 0.69% | 1.47% | 2.64% | Q1 2023 | Q3 2023 | 3 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2021 | 3 |
Engineers Gate Manager LP | 2 | 1 | 0.00% | 0.02% | 0.05% | Q4 2022 | Q3 2023 | 3 |
Covestor Ltd | 3 | 3 | 0.01% | 0.10% | 0.15% | Q1 2023 | Q3 2023 | 3 |
FIRST MANHATTAN CO. LLC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Crestline Management, LP | 3 | 3 | 0.70% | 0.90% | 1.05% | Q1 2023 | Q3 2023 | 3 |
Snowden Capital Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q4 2022 | 3 |
Spouting Rock Asset Management, LLC | 3 | 3 | 0.26% | 0.35% | 0.45% | Q1 2023 | Q3 2023 | 3 |
SEEYOND | 3 | 3 | 0.12% | 0.13% | 0.14% | Q1 2022 | Q3 2022 | 3 |
Yaupon Capital Management LP | 3 | 3 | 0.95% | 1.36% | 2.12% | Q4 2022 | Q2 2023 | 3 |
CWH Capital Management, Inc. | 2 | 2 | 0.14% | 0.19% | 0.24% | Q3 2020 | Q4 2020 | 2 |
American Portfolios Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Credit Capital Investments LLC | 1 | 1 | 0.15% | 0.19% | 0.23% | Q4 2019 | Q3 2022 | 2 |
Hudson Bay Capital Management LP | 1 | 1 | 0.02% | 0.05% | 0.07% | Q1 2023 | Q3 2023 | 2 |
TDAM USA INC. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2018 | 2 |
Sourcerock Group LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q1 2023 | 2 |
Compass Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Daiwa Securities Group Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 2 |
PDT Partners, LLC | 1 | 1 | 0.02% | 0.06% | 0.10% | Q4 2020 | Q2 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2022 | 2 |
LBP AM SA | 2 | 2 | 0.07% | 0.08% | 0.10% | Q2 2023 | Q3 2023 | 2 |
HAP Trading, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
BANQUE PICTET & CIE SA | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Epoch Investment Partners, Inc. | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2017 | Q1 2018 | 2 |
Jump Financial, LLC | 2 | 2 | 0.01% | 0.04% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Pendal Group Ltd | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 2 |
CSS LLC/IL | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
BARDIN HILL MANAGEMENT PARTNERS LP | 2 | 2 | 0.28% | 0.38% | 0.48% | Q1 2023 | Q2 2023 | 2 |
Andra AP-fonden | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q1 2020 | 2 |
Quantinno Capital Management LP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
M&G INVESTMENT MANAGEMENT LTD | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Walleye Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
TFG Asset Management GP Ltd | 2 | 2 | 0.07% | 0.08% | 0.09% | Q2 2018 | Q3 2018 | 2 |
Sunbelt Securities, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Intrua Financial, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q1 2023 | 2 |
Consolidated Portfolio Review Corp | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
WHITEBOX ADVISORS LLC | 2 | 2 | 0.21% | 0.31% | 0.42% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
QCM Cayman, Ltd. | 1 | 1 | 0.35% | 0.50% | 0.66% | Q2 2017 | Q1 2018 | 2 |
FIFTH LANE CAPITAL, LP | 2 | 2 | 0.09% | 0.12% | 0.15% | Q1 2023 | Q2 2023 | 2 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Horizon Investment Services, LLC | 2 | 2 | 0.24% | 0.24% | 0.24% | Q1 2021 | Q2 2021 | 2 |
SYMONS CAPITAL MANAGEMENT INC | 2 | 2 | 1.86% | 1.89% | 1.92% | Q2 2021 | Q3 2021 | 2 |
Centiva Capital, LP | 2 | 2 | 0.01% | 0.05% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Troluce Capital Advisors LLC | 2 | 2 | 0.21% | 1.18% | 2.14% | Q2 2023 | Q3 2023 | 2 |
LMR Partners LLP | 1 | 1 | 0.02% | 0.11% | 0.20% | Q3 2019 | Q2 2022 | 2 |
SEVEN EIGHT CAPITAL, LP | 1 | 1 | 0.07% | 0.08% | 0.09% | Q3 2021 | Q2 2022 | 2 |
CARLSON CAPITAL L P | 2 | 2 | 0.37% | 0.48% | 0.59% | Q2 2023 | Q3 2023 | 2 |
Verity Asset Management, Inc. | 2 | 2 | 0.14% | 0.16% | 0.17% | Q1 2019 | Q2 2019 | 2 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Allworth Financial LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Maven Securities LTD | 1 | 1 | 0.84% | 1.17% | 1.50% | Q1 2019 | Q3 2019 | 2 |
Lighthouse Investment Partners, LLC | 2 | 2 | 0.01% | 0.12% | 0.23% | Q1 2023 | Q2 2023 | 2 |
OLD NATIONAL BANCORP /IN/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q2 2022 | Q2 2023 | 2 |
Cetera Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
COOPER CREEK PARTNERS MANAGEMENT LLC | 2 | 2 | 2.38% | 2.74% | 3.10% | Q1 2023 | Q2 2023 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
STEVENS CAPITAL MANAGEMENT LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Diametric Capital, LP | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Riggs Asset Managment Co. Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
AJO, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Lombard Odier Asset Management (USA) Corp | 1 | 1 | 0.04% | 0.06% | 0.09% | Q1 2021 | Q3 2022 | 2 |
EVERGREEN CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
AGF MANAGEMENT LTD | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Natixis Investment Managers International | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Banco de Sabadell, S.A | 1 | 1 | 0.07% | 0.12% | 0.17% | Q3 2018 | Q4 2019 | 2 |
Kamunting Street Capital Management, L.P. | 2 | 2 | 0.25% | 0.50% | 0.74% | Q2 2023 | Q3 2023 | 2 |
PRINCIPAL FINANCIAL GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Starboard Value LP | 2 | 2 | 6.09% | 7.47% | 8.86% | Q2 2023 | Q3 2023 | 2 |
Bayesian Capital Management, LP | 1 | 1 | 0.05% | 0.07% | 0.10% | Q4 2021 | Q1 2023 | 2 |
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 2 | 2 | 1.26% | 1.27% | 1.28% | Q3 2018 | Q4 2018 | 2 |
Eventide Asset Management | 2 | 2 | 0.04% | 0.08% | 0.12% | Q1 2020 | Q2 2020 | 2 |
Vestcor Inc | 2 | 2 | 0.03% | 0.10% | 0.18% | Q2 2021 | Q3 2021 | 2 |
Zurich Insurance Group Ltd/FI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 2 |
A.R.T. Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Tibra Equities Europe Ltd | 1 | 1 | 0.16% | 0.34% | 0.53% | Q1 2019 | Q3 2019 | 2 |
HBK Sorce Advisory LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
BNP PARIBAS FINANCIAL MARKETS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Financial Management Professionals, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 2 |
Arvest Bank Trust Division | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
Blueshift Asset Management, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2021 | 2 |
AQR Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 2 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
MCKINLEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2017 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
GABELLI & Co INVESTMENT ADVISERS, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
13D Management LLC | 1 | 1 | 1.77% | 1.77% | 1.77% | Q3 2023 | Q3 2023 | 1 |
SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2021 | Q2 2021 | 1 |
Versor Investments LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
Springhouse Capital Management, LP | 1 | 1 | 4.13% | 4.13% | 4.13% | Q1 2023 | Q1 2023 | 1 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Annex Advisory Services, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
Addenda Capital Inc. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2022 | Q3 2022 | 1 |
WEALTHSOURCE PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Delos Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Monashee Investment Management LLC | 1 | 1 | 1.03% | 1.03% | 1.03% | Q4 2016 | Q4 2016 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Redwood Investment Management, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
BI Asset Management Fondsmaeglerselskab A/S | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
DUALITY ADVISERS, LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
Beutel, Goodman & Co Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SPROTT INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
LEVIN CAPITAL STRATEGIES, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
OneAscent Financial Services LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2020 | Q2 2020 | 1 |
Waratah Capital Advisors Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Krilogy Financial LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
Pearl River Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
EXCHANGE TRADED CONCEPTS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Governors Lane LP | 1 | 1 | 0.63% | 0.63% | 0.63% | Q1 2023 | Q1 2023 | 1 |
SAMLYN CAPITAL, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2023 | Q1 2023 | 1 |
CAMBRIDGE TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
SASCO CAPITAL INC / CT/ | 1 | 1 | 2.34% | 2.34% | 2.34% | Q3 2023 | Q3 2023 | 1 |
Wealth Alliance Advisory Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2019 | Q3 2019 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
SHINE INVESTMENT ADVISORY SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Value Partners Investments Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Jupiter Investment Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Blackstone Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Teilinger Capital Ltd. | 1 | 1 | 1.38% | 1.38% | 1.38% | Q4 2022 | Q4 2022 | 1 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
PRUDENTIAL FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Covalis Capital LLP | 1 | 1 | 1.49% | 1.49% | 1.49% | Q4 2022 | Q4 2022 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Regent Investment Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
MAS Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
Atria Investments, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Blackstart Capital LP | 1 | 1 | 4.22% | 4.22% | 4.22% | Q2 2020 | Q2 2020 | 1 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Gilman Hill Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 1 | 1 | 0.68% | 0.68% | 0.68% | Q3 2020 | Q3 2020 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Benson Investment Management Company, Inc. | 1 | 1 | 2.08% | 2.08% | 2.08% | Q3 2021 | Q3 2021 | 1 |
Capula Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Econ Financial Services Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Lynwood Capital Management Inc. | 1 | 1 | 1.51% | 1.51% | 1.51% | Q1 2023 | Q1 2023 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Ahrens Investment Partners LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Pallas Capital Advisors LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
West Tower Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BOULDER HILL CAPITAL MANAGEMENT LP | 1 | 1 | 0.76% | 0.76% | 0.76% | Q1 2023 | Q1 2023 | 1 |
Invictus RG | 1 | 1 | 0.70% | 0.70% | 0.70% | Q4 2017 | Q4 2017 | 1 |
Chicago Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Power Corp of Canada | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Kavar Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
DAVIDSON KEMPNER PARTNERS | 1 | 1 | 0.65% | 0.65% | 0.65% | Q1 2023 | Q1 2023 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Investment Management Corp of Ontario | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Repertoire Partners LP | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2023 | Q1 2023 | 1 |
P SCHOENFELD ASSET MANAGEMENT LP | 1 | 1 | 1.94% | 1.94% | 1.94% | Q1 2023 | Q1 2023 | 1 |
TradeLink Capital LLC | 1 | 1 | 7.27% | 7.27% | 7.27% | Q3 2019 | Q3 2019 | 1 |
EAGLE ASSET MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Centerpoint Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Quinn Opportunity Partners LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
HAZLETT, BURT & WATSON, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
AMF Tjanstepension AB | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2020 | Q1 2020 | 1 |
NEIRG Wealth Management, LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q3 2022 | Q3 2022 | 1 |
K.J. Harrison & Partners Inc | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2019 | Q4 2019 | 1 |
Checchi Capital Advisers, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Intellectus Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
West Family Investments, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
Capital Investment Advisory Services, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
NewEdge Advisors, 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 ALGONQUIN PWR UTILS CORP or have owned ALGONQUIN PWR UTILS CORP in the past.