Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 38 | 38 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2022 | 100 |
BARCLAYS PLC | 38 | 38 | 0.00% | 0.00% | 0.06% | Q2 2013 | Q3 2022 | 95 |
GOLDMAN SACHS GROUP INC | 39 | 4 | 0.00% | 0.01% | 0.04% | Q1 2012 | Q4 2022 | 90 |
CITIGROUP INC | 39 | 39 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2022 | 89 |
Walleye Trading LLC | 35 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2022 | 84 |
Citadel Advisors | 27 | 1 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q4 2022 | 77 |
ROYAL BANK OF CANADA | 39 | 39 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q4 2022 | 77 |
WOLVERINE TRADING, LLC | 12 | 5 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2022 | 60 |
HUNTINGTON NATIONAL BANK | 56 | 56 | 0.00% | 0.02% | 0.05% | Q1 2009 | Q4 2022 | 56 |
Mirae Asset Global Investments Co., Ltd. | 39 | 15 | 0.00% | 0.07% | 0.29% | Q4 2008 | Q4 2022 | 54 |
Parallax Volatility Advisers, L.P. | 9 | 1 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q4 2021 | 53 |
HSBC HOLDINGS PLC | 42 | 42 | 0.00% | 0.03% | 0.15% | Q1 2012 | Q2 2022 | 51 |
UBS Group AG | 33 | 33 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2022 | 49 |
JANE STREET GROUP, LLC | 13 | 1 | 0.00% | 0.01% | 0.08% | Q1 2014 | Q4 2022 | 45 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q1 2017 | 44 |
Greenwich Wealth Management LLC | 42 | 42 | 0.17% | 0.51% | 1.36% | Q2 2013 | Q3 2023 | 42 |
DEUTSCHE BANK AG\ | 38 | 38 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q4 2022 | 42 |
PEAK6 Group LLC | 7 | 5 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q1 2018 | 42 |
BNP PARIBAS FINANCIAL MARKETS | 39 | 39 | 0.00% | 0.01% | 0.10% | Q2 2013 | Q4 2022 | 41 |
First Horizon Advisors, Inc. | 38 | 3 | 0.00% | 0.01% | 0.02% | Q1 2012 | Q2 2022 | 41 |
AQR Capital Management | 39 | 1 | 0.00% | 0.11% | 0.54% | Q4 2012 | Q4 2022 | 40 |
PNC FINANCIAL SERVICES GROUP, INC. | 39 | 39 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 39 |
Thomas J. Herzfeld Advisors, Inc. | 39 | 39 | 0.07% | 0.28% | 0.63% | Q2 2013 | Q4 2022 | 39 |
RAYMOND JAMES & ASSOCIATES | 39 | 39 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2022 | 39 |
BANK OF AMERICA CORP /DE/ | 39 | 39 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q4 2022 | 39 |
FIRST MANHATTAN CO. LLC. | 39 | 39 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 39 |
NORTHERN TRUST CORP | 39 | 39 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2022 | 39 |
BANK OF MONTREAL /CAN/ | 39 | 39 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2022 | 39 |
AMERIPRISE FINANCIAL INC | 39 | 39 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2022 | 39 |
Bank of New York Mellon Corp | 39 | 39 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2022 | 39 |
WHITTIER TRUST CO OF NEVADA INC | 39 | 39 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q4 2022 | 39 |
Capital International Investors | 39 | 39 | 0.13% | 0.38% | 0.80% | Q2 2013 | Q4 2022 | 39 |
MORGAN STANLEY | 39 | 39 | 0.00% | 0.03% | 0.15% | Q2 2013 | Q4 2022 | 39 |
JPMORGAN CHASE & CO | 39 | 39 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2022 | 39 |
US BANCORP \DE\ | 39 | 39 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2022 | 39 |
BlackRock Inc. | 39 | 39 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2022 | 39 |
NATIXIS ADVISORS, L.P. | 39 | 39 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2022 | 39 |
STATE STREET CORP | 39 | 39 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2022 | 39 |
Westwood Global Investments, LLC | 39 | 39 | 14.82% | 23.79% | 33.66% | Q2 2013 | Q4 2022 | 39 |
Invesco Ltd. | 39 | 39 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q4 2022 | 39 |
WHITTIER TRUST CO | 39 | 39 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q4 2022 | 39 |
Mitsubishi UFJ Trust & Banking Corp | 39 | 39 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q4 2022 | 39 |
DIMENSIONAL FUND ADVISORS LP | 39 | 39 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q4 2022 | 39 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 39 | 39 | 0.00% | 0.17% | 0.68% | Q2 2013 | Q4 2022 | 39 |
GABELLI FUNDS LLC | 39 | 39 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q4 2022 | 39 |
WELLS FARGO & COMPANY/MN | 39 | 39 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q4 2022 | 39 |
PROFUND ADVISORS LLC | 39 | 39 | 0.03% | 0.07% | 0.12% | Q2 2013 | Q4 2022 | 39 |
Raymond James Financial Services Advisors, Inc. | 39 | 39 | 0.00% | 0.01% | 0.10% | Q2 2013 | Q4 2022 | 39 |
MAI Capital Management | 39 | 39 | 0.01% | 0.06% | 0.19% | Q2 2013 | Q4 2022 | 39 |
Camelot Portfolios, LLC | 39 | 39 | 0.16% | 0.41% | 0.67% | Q2 2013 | Q4 2022 | 39 |
APG Asset Management N.V. | 39 | 39 | 0.01% | 0.11% | 0.27% | Q2 2013 | Q4 2022 | 39 |
GOFEN & GLOSSBERG LLC /IL/ | 39 | 39 | 0.02% | 0.07% | 0.17% | Q2 2013 | Q4 2022 | 39 |
Creative Planning | 39 | 39 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2022 | 39 |
LAZARD ASSET MANAGEMENT LLC | 39 | 39 | 0.00% | 0.61% | 1.48% | Q2 2013 | Q4 2022 | 39 |
TSP Capital Management Group, LLC | 39 | 39 | 2.22% | 3.30% | 5.20% | Q2 2013 | Q4 2022 | 39 |
Hanson & Doremus Investment Management | 39 | 39 | 0.01% | 0.10% | 0.38% | Q2 2013 | Q4 2022 | 39 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 39 | 39 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2022 | 39 |
FMR LLC | 39 | 39 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2022 | 39 |
AUXIER ASSET MANAGEMENT | 39 | 39 | 0.35% | 1.23% | 2.61% | Q2 2013 | Q4 2022 | 39 |
COMERICA BANK | 39 | 39 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2022 | 39 |
M&T BANK CORP | 39 | 39 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q4 2022 | 39 |
MACQUARIE GROUP LTD | 39 | 39 | 0.02% | 0.09% | 0.26% | Q2 2013 | Q4 2022 | 39 |
BRANDES INVESTMENT PARTNERS, LP | 38 | 38 | 0.02% | 1.37% | 4.76% | Q4 2012 | Q1 2022 | 38 |
Sumitomo Mitsui Trust Holdings, Inc. | 38 | 38 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2022 | 38 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 25 | 13 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2022 | 38 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 33 | 5 | 0.00% | 0.01% | 0.06% | Q4 2011 | Q2 2021 | 38 |
CREDIT SUISSE AG/ | 35 | 3 | 0.00% | 0.01% | 0.04% | Q1 2013 | Q4 2022 | 38 |
Hudock, Inc. | 38 | 38 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2022 | 38 |
Twin Tree Management, LP | 9 | 1 | 0.00% | 0.03% | 0.11% | Q4 2012 | Q1 2020 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2022 | 38 |
GLENMEDE TRUST CO NA | 21 | 1 | 0.00% | 0.01% | 0.09% | Q3 2007 | Q4 2022 | 38 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 17 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2022 | 38 |
LPL Financial LLC | 29 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2022 | 37 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 37 | 37 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2022 | 37 |
GUGGENHEIM CAPITAL LLC | 25 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2022 | 37 |
Bartlett & Co. LLC | 26 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2022 | 37 |
FRANKLIN RESOURCES INC | 37 | 37 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2022 | 37 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 33 | 4 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q4 2022 | 37 |
VANGUARD GROUP INC | 27 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 37 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.00% | 0.10% | 0.38% | Q2 2013 | Q1 2022 | 36 |
PANAGORA ASSET MANAGEMENT INC | 36 | 36 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2022 | 36 |
J.P. Morgan Private Wealth Advisors LLC | 36 | 36 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2022 | 36 |
HighTower Advisors, LLC | 20 | 8 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2022 | 36 |
Calamos Advisors LLC | 36 | 36 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2022 | 36 |
DELTA ASSET MANAGEMENT LLC/TN | 35 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2022 | 36 |
State of New Jersey Common Pension Fund D | 36 | 36 | 0.02% | 0.09% | 0.92% | Q1 2014 | Q4 2022 | 36 |
Cutler Group LLC / CA | 9 | 4 | 0.00% | 0.00% | 0.04% | Q4 2015 | Q2 2021 | 36 |
STIFEL FINANCIAL CORP | 36 | 36 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2022 | 36 |
REILLY FINANCIAL ADVISORS, LLC | 35 | 35 | 0.02% | 0.16% | 0.72% | Q2 2013 | Q4 2021 | 35 |
CIBC WORLD MARKET INC. | 20 | 15 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2022 | 35 |
BNP Paribas Asset Management Holding S.A. | 19 | 16 | 0.01% | 0.04% | 0.13% | Q2 2013 | Q4 2022 | 35 |
CAPITAL FUND MANAGEMENT S.A. | 9 | 3 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q2 2022 | 35 |
JFS WEALTH ADVISORS, LLC | 35 | 35 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q4 2022 | 35 |
AMERICAN NATIONAL INSURANCE CO | 34 | 34 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2021 | 34 |
Capital International Sarl | 34 | 34 | 0.72% | 3.24% | 6.83% | Q3 2014 | Q4 2022 | 34 |
Freedom Investment Management, Inc. | 34 | 34 | 0.02% | 0.05% | 0.14% | Q3 2014 | Q4 2022 | 34 |
MUFG Americas Holdings Corp | 12 | 5 | 0.00% | 0.00% | 0.02% | Q4 2010 | Q3 2022 | 34 |
Capital International, Inc./CA/ | 34 | 34 | 0.41% | 3.64% | 8.20% | Q3 2014 | Q4 2022 | 34 |
Carroll Financial Associates, Inc. | 34 | 34 | 0.00% | 0.01% | 0.06% | Q3 2013 | Q4 2021 | 34 |
ClariVest Asset Management LLC | 23 | 11 | 0.01% | 0.26% | 0.58% | Q3 2013 | Q4 2022 | 34 |
Tradewinds Capital Management, LLC | 34 | 34 | 0.01% | 0.04% | 0.13% | Q4 2013 | Q1 2022 | 34 |
OLD SECOND NATIONAL BANK OF AURORA | 33 | 33 | 0.01% | 0.04% | 0.13% | Q4 2014 | Q4 2022 | 33 |
SEI INVESTMENTS CO | 33 | 33 | 0.00% | 0.02% | 0.09% | Q4 2014 | Q4 2022 | 33 |
CAPITAL INTERNATIONAL LTD /CA/ | 33 | 33 | 0.25% | 0.55% | 1.30% | Q4 2014 | Q4 2022 | 33 |
COMMERCE BANK | 30 | 3 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q2 2022 | 33 |
Renaissance Technologies | 22 | 1 | 0.00% | 0.06% | 0.18% | Q3 2013 | Q4 2022 | 31 |
Essex Financial Services, Inc. | 31 | 31 | 0.14% | 0.23% | 0.40% | Q2 2013 | Q4 2020 | 31 |
SG Americas Securities, LLC | 28 | 1 | 0.00% | 0.01% | 0.05% | Q1 2014 | Q4 2022 | 31 |
Aperio Group, LLC | 31 | 31 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q4 2020 | 31 |
CREDIT AGRICOLE S A | 12 | 2 | 0.00% | 0.25% | 1.58% | Q2 2013 | Q4 2022 | 31 |
CENTRAL TRUST Co | 29 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 30 |
Hosking Partners LLP | 30 | 30 | 0.06% | 0.16% | 0.46% | Q3 2015 | Q4 2022 | 30 |
North Star Investment Management Corp. | 16 | 14 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q4 2022 | 30 |
ALLIANCEBERNSTEIN L.P. | 30 | 30 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2020 | 30 |
WELLINGTON MANAGEMENT GROUP LLP | 12 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q4 2022 | 30 |
Covington Capital Management | 21 | 9 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2022 | 30 |
QUADRANT CAPITAL GROUP LLC | 29 | 1 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q4 2022 | 30 |
USS Investment Management Ltd | 16 | 14 | 0.15% | 0.49% | 0.96% | Q4 2012 | Q4 2020 | 30 |
PEAK6 Investments LLC | 10 | 3 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2022 | 30 |
Gradient Investments LLC | 28 | 1 | 0.00% | 0.01% | 0.10% | Q3 2013 | Q4 2022 | 30 |
PRICE T ROWE ASSOCIATES INC /MD/ | 27 | 2 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q1 2022 | 29 |
Grantham, Mayo, Van Otterloo & Co. LLC | 14 | 1 | 0.00% | 0.11% | 0.50% | Q2 2013 | Q4 2022 | 29 |
NORGES BANK | 15 | 2 | 0.00% | 0.03% | 0.13% | Q2 2012 | Q4 2022 | 29 |
Sheaff Brock Investment Advisors, LLC | 29 | 29 | 0.04% | 0.08% | 0.13% | Q4 2015 | Q4 2022 | 29 |
IFP Advisors, Inc | 15 | 14 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2023 | 29 |
MILLENNIUM MANAGEMENT LLC | 18 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q4 2022 | 29 |
Tower Research Capital LLC (TRC) | 13 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q4 2022 | 29 |
Point View Wealth Management, Inc. | 29 | 29 | 0.46% | 0.66% | 0.98% | Q4 2013 | Q4 2020 | 29 |
CWM, LLC | 24 | 5 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2022 | 29 |
Laird Norton Wetherby Wealth Management, LLC | 25 | 1 | 0.01% | 0.03% | 0.07% | Q4 2013 | Q4 2022 | 29 |
Versant Capital Management, Inc | 29 | 29 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2022 | 29 |
ASSETMARK, INC | 29 | 29 | 0.00% | 0.01% | 0.11% | Q4 2015 | Q4 2022 | 29 |
ClearBridge Investments | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2020 | 29 |
GROUP ONE TRADING, L.P. | 9 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 28 |
Alpha Cubed Investments, LLC | 28 | 28 | 0.03% | 0.07% | 0.16% | Q1 2016 | Q4 2022 | 28 |
Northcape Capital Pty Ltd | 28 | 28 | 8.16% | 16.85% | 30.45% | Q4 2016 | Q3 2023 | 28 |
World Asset Management Inc | 28 | 28 | 0.02% | 0.07% | 0.14% | Q2 2013 | Q1 2020 | 28 |
QCI ASSET MANAGEMENT INC/NY | 28 | 28 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 28 |
FIRST TRUST ADVISORS LP | 13 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2022 | 28 |
BROWN BROTHERS HARRIMAN & CO | 20 | 8 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q2 2021 | 28 |
BESSEMER GROUP INC | 17 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 28 |
OPTIMUM INVESTMENT ADVISORS | 20 | 7 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q4 2022 | 27 |
ENTERPRISE FINANCIAL SERVICES CORP | 15 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q2 2021 | 27 |
ACADIAN ASSET MANAGEMENT LLC | 14 | 13 | 0.00% | 0.96% | 3.40% | Q3 2013 | Q3 2020 | 27 |
Private Advisor Group, LLC | 17 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q2 2022 | 27 |
AJO, LP | 26 | 1 | 0.00% | 0.04% | 0.17% | Q3 2013 | Q2 2020 | 27 |
Asset Management One Co., Ltd. | 18 | 9 | 0.00% | 0.05% | 0.20% | Q3 2013 | Q4 2022 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2019 | 27 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 21 | 5 | 0.17% | 0.31% | 0.52% | Q4 2013 | Q4 2021 | 26 |
PRIVATE MANAGEMENT GROUP INC | 26 | 26 | 0.01% | 1.89% | 3.25% | Q2 2013 | Q3 2019 | 26 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2022 | 26 |
Itau Unibanco Holding S.A. | 10 | 2 | 0.22% | 2.36% | 5.09% | Q2 2016 | Q3 2023 | 26 |
AMERICAN CENTURY COMPANIES INC | 20 | 2 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q4 2022 | 26 |
FIFTH THIRD BANCORP | 21 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2022 | 26 |
Geneos Wealth Management Inc. | 26 | 26 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q2 2022 | 26 |
SIGNATUREFD, LLC | 20 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q4 2022 | 26 |
Russell Investments Group, Ltd. | 25 | 25 | 0.00% | 0.04% | 0.09% | Q4 2016 | Q4 2022 | 25 |
TCTC Holdings, LLC | 11 | 2 | 0.00% | 0.07% | 0.24% | Q2 2013 | Q4 2022 | 25 |
Sonora Investment Management, LLC | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2021 | 25 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 25 | 25 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q2 2019 | 25 |
Genesis Asset Managers, LLP | 25 | 25 | 2.26% | 9.29% | 30.91% | Q2 2013 | Q2 2019 | 25 |
KEYBANK NATIONAL ASSOCIATION/OH | 25 | 25 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q4 2018 | 25 |
Burt Wealth Advisors | 25 | 25 | 0.03% | 0.07% | 0.15% | Q4 2014 | Q4 2020 | 25 |
Cambridge Investment Research Advisors, Inc. | 14 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2022 | 25 |
Parallel Advisors, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2022 | 24 |
Pacific Center for Financial Services | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2022 | 24 |
Fisher Asset Management, LLC | 18 | 6 | 0.00% | 0.18% | 0.37% | Q2 2013 | Q1 2020 | 24 |
Cerity Partners LLC | 24 | 24 | 0.00% | 0.03% | 0.12% | Q1 2017 | Q4 2022 | 24 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 13 | 1 | 0.00% | 0.06% | 0.23% | Q4 2013 | Q4 2022 | 24 |
CAPITAL GUARDIAN TRUST CO | 20 | 3 | 0.00% | 0.52% | 1.21% | Q2 2013 | Q2 2019 | 23 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 23 | 23 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2018 | 23 |
NEXT Financial Group, Inc | 11 | 1 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q4 2021 | 23 |
MOODY NATIONAL BANK TRUST DIVISION | 23 | 23 | 0.01% | 0.03% | 0.06% | Q1 2016 | Q3 2021 | 23 |
NORDEA INVESTMENT MANAGEMENT AB | 20 | 3 | 0.01% | 0.05% | 0.17% | Q2 2013 | Q1 2019 | 23 |
BDO Wealth Advisors, LLC | 23 | 23 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q4 2022 | 23 |
Janney Montgomery Scott LLC | 11 | 2 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q4 2022 | 23 |
Crossmark Global Holdings, Inc. | 22 | 1 | 0.04% | 0.06% | 0.09% | Q3 2016 | Q4 2022 | 23 |
Glassman Wealth Services | 23 | 23 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q4 2022 | 23 |
AGF Investments America Inc. | 23 | 23 | 1.77% | 5.51% | 9.87% | Q1 2010 | Q3 2015 | 23 |
Hexavest Inc. | 22 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q1 2020 | 23 |
NEW YORK STATE COMMON RETIREMENT FUND | 17 | 5 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q2 2022 | 22 |
GFS Advisors, LLC | 22 | 22 | 0.04% | 0.71% | 1.68% | Q2 2013 | Q3 2018 | 22 |
abrdn plc | 22 | 22 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q4 2022 | 22 |
Steward Partners Investment Advisory, LLC | 15 | 7 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2022 | 22 |
CHICKASAW CAPITAL MANAGEMENT LLC | 22 | 22 | 0.02% | 0.04% | 0.12% | Q2 2013 | Q3 2018 | 22 |
LS Investment Advisors, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
KING LUTHER CAPITAL MANAGEMENT CORP | 15 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2022 | 22 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 18 | 4 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q1 2022 | 22 |
NVWM, LLC | 21 | 21 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q4 2022 | 21 |
WASHINGTON TRUST BANK | 21 | 21 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q1 2019 | 21 |
Ledyard National Bank | 21 | 21 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2018 | 21 |
GAMCO INVESTORS, INC. ET AL | 21 | 21 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2018 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
COMMONWEALTH EQUITY SERVICES, LLC | 21 | 21 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2022 | 21 |
Investors Research Corp | 21 | 21 | 0.14% | 0.21% | 0.34% | Q4 2017 | Q4 2022 | 21 |
Daiwa Securities Group Inc. | 21 | 21 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2018 | 21 |
AdvisorNet Financial, Inc | 21 | 21 | 0.01% | 0.01% | 0.03% | Q4 2017 | Q4 2022 | 21 |
UBS ASSET MANAGEMENT AMERICAS INC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q2 2022 | 20 |
DODGE & COX | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2021 | 20 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 13 | 2 | 0.00% | 0.26% | 0.89% | Q4 2013 | Q4 2021 | 20 |
PIN OAK INVESTMENT ADVISORS INC | 15 | 5 | 0.12% | 0.17% | 0.27% | Q4 2017 | Q4 2022 | 20 |
SEGALL BRYANT & HAMILL, LLC | 16 | 4 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2022 | 20 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.01% | 0.07% | Q4 2014 | Q2 2022 | 20 |
WOLVERINE ASSET MANAGEMENT LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 20 |
PARK NATIONAL CORP /OH/ | 20 | 20 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q1 2021 | 20 |
Vantage Investment Advisors, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2018 | 20 |
Compagnie Lombard Odier SCmA | 19 | 19 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q2 2018 | 19 |
American Portfolios Advisors | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2022 | 19 |
CITY HOLDING CO | 19 | 19 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2018 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q2 2022 | 19 |
Parkside Financial Bank & Trust | 19 | 19 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2020 | 19 |
British Airways Pensions Investment Management Ltd | 19 | 19 | 0.06% | 0.12% | 0.29% | Q4 2014 | Q2 2019 | 19 |
Wealthspire Advisors, L.P. | 15 | 4 | 0.00% | 0.02% | 0.05% | Q4 2015 | Q3 2020 | 19 |
NumerixS Investment Technologies Inc | 10 | 1 | 0.01% | 0.07% | 0.15% | Q4 2014 | Q2 2020 | 19 |
TRUIST FINANCIAL CORP | 11 | 8 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q4 2022 | 19 |
TWO SIGMA SECURITIES, LLC | 5 | 1 | 0.00% | 0.01% | 0.14% | Q2 2016 | Q4 2020 | 19 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 19 | 19 | 0.11% | 0.23% | 0.46% | Q1 2014 | Q3 2018 | 19 |
Field & Main Bank | 11 | 4 | 0.01% | 0.02% | 0.07% | Q4 2017 | Q4 2022 | 19 |
STRS OHIO | 18 | 18 | 0.04% | 0.08% | 0.15% | Q2 2013 | Q3 2017 | 18 |
BROWN ADVISORY INC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2022 | 18 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 13 | 5 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q2 2022 | 18 |
Quantbot Technologies LP | 3 | 1 | 0.00% | 0.09% | 0.55% | Q3 2013 | Q2 2022 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 18 |
Henry James International Management Inc. | 18 | 18 | 0.44% | 1.10% | 2.30% | Q3 2018 | Q4 2022 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 18 |
BARINGS LLC | 17 | 1 | 0.02% | 0.10% | 0.19% | Q1 2017 | Q4 2021 | 18 |
Quantitative Investment Management, LLC | 4 | 1 | 0.00% | 0.09% | 0.48% | Q4 2013 | Q3 2021 | 18 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2020 | 18 |
AXIOM INVESTORS LLC /DE | 15 | 3 | 0.02% | 0.65% | 2.04% | Q2 2015 | Q3 2022 | 18 |
MARATHON ASSET MANAGEMENT LLP | 18 | 18 | 0.08% | 0.45% | 0.97% | Q2 2013 | Q3 2017 | 18 |
Quinn Opportunity Partners LLC | 17 | 17 | 0.22% | 0.44% | 0.72% | Q4 2017 | Q4 2021 | 17 |
Mariner, LLC | 9 | 3 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q4 2022 | 17 |
MANNING & NAPIER ADVISORS LLC | 17 | 17 | 0.04% | 1.09% | 1.48% | Q3 2013 | Q3 2017 | 17 |
HM PAYSON & CO | 15 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2022 | 17 |
STATE OF WISCONSIN INVESTMENT BOARD | 9 | 1 | 0.00% | 0.06% | 0.14% | Q3 2013 | Q1 2020 | 17 |
BREWIN DOLPHIN LTD | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2021 | 17 |
PRUDENTIAL FINANCIAL INC | 14 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2018 | 17 |
Allianz Asset Management GmbH | 16 | 1 | 0.00% | 0.06% | 0.18% | Q2 2013 | Q3 2019 | 17 |
People's United Financial, Inc. | 17 | 17 | 0.00% | 0.05% | 0.12% | Q2 2013 | Q2 2017 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.02% | 0.02% | 0.04% | Q1 2018 | Q1 2022 | 17 |
Lindbrook Capital, LLC | 17 | 17 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2022 | 17 |
CUTLER INVESTMENT COUNSEL LLC | 17 | 17 | 0.04% | 0.05% | 0.06% | Q4 2015 | Q4 2019 | 17 |
Capital Bank & Trust Co | 17 | 17 | 0.01% | 0.27% | 0.60% | Q2 2017 | Q2 2021 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.06% | 0.18% | 0.31% | Q2 2013 | Q2 2017 | 17 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2017 | 17 |
Global X Management CO LLC | 17 | 17 | 0.00% | 0.25% | 0.65% | Q2 2013 | Q2 2017 | 17 |
D.A. DAVIDSON & CO. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2017 | 17 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 17 | 17 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q2 2017 | 17 |
TIAA CREF TRUST CO FSB/MO | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2017 | 16 |
Zuckerman Investment Group, LLC | 16 | 16 | 0.08% | 0.14% | 0.27% | Q1 2011 | Q4 2014 | 16 |
HARVARD MANAGEMENT CO INC | 16 | 16 | 0.53% | 1.71% | 2.80% | Q2 2013 | Q1 2017 | 16 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 16 | 16 | 0.02% | 0.08% | 0.28% | Q2 2013 | Q1 2017 | 16 |
Global Retirement Partners, LLC | 16 | 16 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q4 2022 | 16 |
Jefferies Group LLC | 5 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2019 | 16 |
Newfoundland Capital Management | 8 | 1 | 0.04% | 0.68% | 2.30% | Q3 2017 | Q1 2021 | 16 |
TIAA, FSB | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2022 | 16 |
HERITAGE INVESTORS MANAGEMENT CORP | 16 | 16 | 0.01% | 0.05% | 0.08% | Q1 2019 | Q4 2022 | 16 |
OppenheimerFunds, Inc. | 16 | 16 | 0.00% | 0.67% | 1.65% | Q1 2013 | Q4 2016 | 16 |
EXANE DERIVATIVES | 13 | 3 | 0.00% | 0.08% | 0.20% | Q4 2014 | Q1 2019 | 16 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 10 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2018 | 16 |
OneDigital Investment Advisors LLC | 15 | 15 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q4 2020 | 15 |
Corbenic Partners LLC | 15 | 15 | 0.01% | 0.23% | 3.37% | Q2 2013 | Q4 2016 | 15 |
Mitsubishi UFJ Asset Management Co., Ltd. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
Patriot Financial Group Insurance Agency, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2022 | 15 |
ING GROEP NV | 9 | 3 | 0.00% | 0.03% | 0.07% | Q1 2013 | Q3 2017 | 15 |
OFI Advisors LLC | 11 | 4 | 0.02% | 0.03% | 0.06% | Q3 2011 | Q3 2015 | 15 |
Banco BTG Pactual S.A. | 6 | 1 | 0.07% | 6.65% | 34.38% | Q4 2016 | Q1 2022 | 15 |
Valeo Financial Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2021 | 15 |
Sowell Financial Services LLC | 8 | 7 | 0.00% | 0.24% | 0.57% | Q1 2017 | Q1 2021 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q4 2016 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
TD Capital Management LLC | 13 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 15 |
Virtu Financial LLC | 5 | 1 | 0.01% | 0.43% | 1.78% | Q2 2013 | Q1 2021 | 14 |
SVB WEALTH LLC | 6 | 1 | 0.00% | 0.03% | 0.06% | Q4 2014 | Q4 2022 | 14 |
Capital Research Global Investors | 11 | 3 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q2 2021 | 14 |
Portland Global Advisors LLC | 14 | 14 | 0.50% | 0.94% | 1.35% | Q2 2013 | Q3 2016 | 14 |
Gotham Asset Management, LLC | 13 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q3 2019 | 14 |
PRINCIPAL FINANCIAL GROUP INC | 10 | 1 | 0.00% | 0.05% | 0.15% | Q2 2013 | Q4 2022 | 14 |
MYCIO WEALTH PARTNERS, LLC | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2016 | 14 |
Harel Insurance Investments & Financial Services Ltd. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2021 | 14 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2022 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2020 | 14 |
WFG Advisors, LP | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2016 | 14 |
Financial Gravity Asset Management, Inc. | 5 | 1 | 0.00% | 0.01% | 0.08% | Q1 2018 | Q4 2022 | 14 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 14 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2021 | 14 |
MSI Financial Services Inc | 11 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 14 |
HARDING LOEVNER LP | 14 | 14 | 0.00% | 0.90% | 1.55% | Q2 2013 | Q3 2016 | 14 |
Brinker Capital Investments, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2022 | 14 |
Apriem Advisors | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2016 | 14 |
Man Group plc | 5 | 2 | 0.00% | 0.07% | 0.39% | Q1 2018 | Q4 2022 | 14 |
Royal Fund Management, LLC | 14 | 14 | 0.03% | 0.04% | 0.05% | Q4 2016 | Q1 2020 | 14 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2022 | 14 |
BlackRock Group LTD | 13 | 1 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q4 2016 | 14 |
BLACKROCK ADVISORS LLC | 13 | 1 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q4 2016 | 14 |
Mosaic Family Wealth, LLC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q1 2019 | 14 |
Front Row Advisors LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2022 | 14 |
JOHNSON INVESTMENT COUNSEL INC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2016 | 14 |
OSAIC HOLDINGS, INC. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 13 |
PHILADELPHIA TRUST CO | 13 | 13 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q1 2020 | 13 |
Qtron Investments LLC | 13 | 13 | 0.40% | 0.63% | 0.83% | Q4 2019 | Q4 2022 | 13 |
CAPTRUST FINANCIAL ADVISORS | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2022 | 13 |
PRUDENTIAL PLC | 13 | 13 | 0.04% | 0.18% | 0.37% | Q2 2013 | Q2 2016 | 13 |
Emerging Global Advisors, LLC | 13 | 13 | 0.10% | 0.53% | 1.05% | Q2 2013 | Q2 2016 | 13 |
Connor, Clark & Lunn Investment Management Ltd. | 6 | 1 | 0.00% | 0.03% | 0.15% | Q4 2016 | Q4 2022 | 13 |
COMMONWEALTH BANK OF AUSTRALIA | 9 | 4 | 0.00% | 0.05% | 0.09% | Q2 2013 | Q3 2018 | 13 |
OPPENHEIMER ASSET MANAGEMENT INC. | 13 | 13 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q1 2020 | 13 |
FIL Ltd | 10 | 3 | 0.01% | 0.04% | 0.14% | Q2 2013 | Q2 2019 | 13 |
BerganKDV Wealth Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2021 | 13 |
JARISLOWSKY, FRASER Ltd | 13 | 13 | 0.00% | 0.06% | 0.30% | Q2 2013 | Q2 2016 | 13 |
THOMPSON DAVIS & CO., INC. | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2014 | Q3 2017 | 13 |
Banque Cantonale Vaudoise | 13 | 13 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q4 2022 | 13 |
Diversified Trust Co | 10 | 3 | 0.01% | 0.04% | 0.06% | Q4 2018 | Q2 2022 | 13 |
South Dakota Investment Council | 13 | 13 | 0.01% | 0.04% | 0.07% | Q3 2014 | Q3 2017 | 13 |
THRIVENT FINANCIAL FOR LUTHERANS | 12 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2022 | 13 |
Virtu KCG Holdings LLC | 6 | 1 | 0.00% | 0.13% | 0.41% | Q3 2013 | Q1 2017 | 13 |
WESPAC Advisors SoCal, LLC | 10 | 3 | 0.02% | 0.02% | 0.03% | Q4 2015 | Q1 2019 | 13 |
Vestcor Inc | 13 | 13 | 0.00% | 0.03% | 0.07% | Q4 2019 | Q4 2022 | 13 |
MML INVESTORS SERVICES, LLC | 12 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q4 2022 | 13 |
TCI Wealth Advisors, Inc. | 9 | 2 | 0.00% | 0.02% | 0.04% | Q4 2012 | Q3 2018 | 13 |
VOYA INVESTMENT MANAGEMENT LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2016 | 13 |
RHUMBLINE ADVISERS | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2016 | 13 |
HANSEATIC MANAGEMENT SERVICES INC | 7 | 2 | 0.00% | 0.04% | 0.44% | Q3 2014 | Q1 2020 | 13 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 13 | 13 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q4 2019 | 13 |
DREMAN VALUE MANAGEMENT, L L C | 12 | 12 | 0.00% | 0.26% | 0.55% | Q4 2013 | Q3 2016 | 12 |
Brand Asset Management Group, Inc. | 12 | 12 | 0.03% | 0.04% | 0.05% | Q2 2018 | Q1 2021 | 12 |
Atria Investments, Inc | 4 | 1 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q2 2022 | 12 |
Stanley-Laman Group, Ltd. | 12 | 12 | 0.04% | 0.09% | 0.17% | Q1 2014 | Q4 2016 | 12 |
J. W. Coons Advisors, LLC | 12 | 12 | 0.06% | 0.07% | 0.09% | Q1 2020 | Q4 2022 | 12 |
Rockefeller Capital Management L.P. | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2022 | 12 |
MV CAPITAL MANAGEMENT, INC. | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2017 | 12 |
Focused Wealth Management, Inc | 12 | 12 | 0.01% | 0.05% | 0.07% | Q3 2013 | Q2 2016 | 12 |
ATLAS CAPITAL ADVISORS LLC | 9 | 1 | 0.00% | 0.03% | 0.08% | Q1 2018 | Q4 2022 | 12 |
Itau USA Asset Management Inc. | 12 | 12 | 2.73% | 5.56% | 8.09% | Q2 2013 | Q1 2016 | 12 |
Oakworth Capital, Inc. | 12 | 12 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2017 | 12 |
Leelyn Smith, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2022 | 12 |
OAKTREE CAPITAL MANAGEMENT LP | 3 | 2 | 0.04% | 0.36% | 0.74% | Q1 2012 | Q4 2020 | 12 |
Transamerica Financial Advisors, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
EMERSON INVESTMENT MANAGEMENT, LLC | 12 | 12 | 0.06% | 0.24% | 0.45% | Q2 2013 | Q1 2016 | 12 |
DEERE & CO | 11 | 1 | 0.04% | 0.07% | 0.15% | Q2 2013 | Q3 2016 | 12 |
BARING ASSET MANAGEMENT Ltd | 10 | 2 | 0.26% | 0.47% | 1.15% | Q3 2014 | Q3 2017 | 12 |
Independence Bank of Kentucky | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 12 |
AMP Capital Investors Ltd | 9 | 1 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q2 2020 | 12 |
BOKF, NA | 9 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2021 | 12 |
Prince Street Capital Management LLC | 3 | 1 | 0.89% | 3.86% | 15.10% | Q2 2013 | Q3 2022 | 12 |
SRS Capital Advisors, Inc. | 7 | 5 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2022 | 12 |
TD ASSET MANAGEMENT INC | 8 | 2 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q1 2020 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.03% | 0.15% | 0.27% | Q2 2013 | Q1 2016 | 12 |
HAP Trading, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2020 | 12 |
PEAR TREE ADVISORS INC | 9 | 3 | 0.08% | 0.32% | 2.28% | Q2 2013 | Q2 2016 | 12 |
Allworth Financial LP | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2022 | 12 |
ANDERSON HOAGLAND & CO | 12 | 12 | 0.18% | 0.29% | 0.38% | Q3 2013 | Q2 2016 | 12 |
SG3 Management, LLC | 4 | 2 | 0.02% | 0.04% | 0.08% | Q2 2020 | Q2 2022 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
CHICAGO TRUST Co NA | 12 | 12 | 0.06% | 0.08% | 0.13% | Q4 2017 | Q3 2020 | 12 |
ROTHSCHILD INVESTMENT LLC /IL | 8 | 3 | 0.02% | 0.03% | 0.03% | Q2 2014 | Q2 2017 | 11 |
Wealthspire Advisors, LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2022 | 11 |
JANUS HENDERSON GROUP PLC | 11 | 11 | 0.00% | 0.08% | 0.24% | Q2 2013 | Q4 2015 | 11 |
LBA Wealth Management, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q1 2017 | 11 |
Dunvegan Associates, Inc. | 11 | 11 | 0.09% | 0.22% | 0.40% | Q2 2013 | Q4 2015 | 11 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 11 |
Intercontinental Wealth Advisors, LLC | 11 | 11 | 0.10% | 0.22% | 0.40% | Q2 2020 | Q4 2022 | 11 |
GAM Holding AG | 11 | 11 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q4 2015 | 11 |
MONROE BANK & TRUST/MI | 6 | 5 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 11 |
Edinburgh Partners | 11 | 11 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2015 | 11 |
Handelsinvest Investeringsforvaltning | 11 | 11 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q2 2018 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2015 | 11 |
Sompo Asset Management Co., Ltd. | 11 | 11 | 0.05% | 0.06% | 0.07% | Q2 2020 | Q4 2022 | 11 |
INDUS CAPITAL PARTNERS, LLC | 4 | 1 | 0.62% | 1.26% | 1.71% | Q2 2014 | Q4 2021 | 11 |
BLUESTEIN R H & CO LLC | 11 | 11 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q4 2015 | 11 |
Saturna Capital CORP | 11 | 11 | 0.00% | 0.04% | 0.38% | Q2 2013 | Q4 2015 | 11 |
Checchi Capital Advisers, LLC | 6 | 1 | 0.01% | 0.05% | 0.14% | Q2 2014 | Q4 2022 | 11 |
Candriam S.C.A. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2020 | 11 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.02% | 0.08% | 0.14% | Q2 2016 | Q3 2021 | 11 |
Pacer Advisors, Inc. | 4 | 1 | 0.00% | 0.08% | 0.42% | Q4 2013 | Q3 2021 | 11 |
Numeric Investors LLC | 7 | 4 | 0.02% | 0.24% | 0.78% | Q3 2013 | Q4 2017 | 11 |
RITHOLTZ WEALTH MANAGEMENT | 11 | 11 | 0.02% | 0.03% | 0.06% | Q2 2020 | Q4 2022 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q2 2019 | 11 |
BECK MACK & OLIVER LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2015 | 11 |
RATIONAL ADVISORS LLC | 9 | 2 | 0.12% | 0.35% | 0.45% | Q4 2009 | Q4 2012 | 11 |
Employees Retirement System of Texas | 8 | 2 | 0.04% | 0.06% | 0.10% | Q2 2013 | Q3 2018 | 10 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 3 | 1 | 0.01% | 0.48% | 1.01% | Q2 2015 | Q4 2022 | 10 |
Banco Santander, S.A. | 9 | 1 | 0.00% | 0.11% | 0.28% | Q1 2018 | Q2 2021 | 10 |
Caption Management, LLC | 4 | 1 | 0.01% | 0.20% | 0.97% | Q3 2019 | Q4 2020 | 10 |
SENTINEL ASSET MANAGEMENT, INC. | 10 | 10 | 0.03% | 0.44% | 0.63% | Q2 2013 | Q3 2015 | 10 |
Concert Wealth Management Inc. | 10 | 10 | 0.01% | 0.23% | 0.37% | Q4 2014 | Q1 2017 | 10 |
Taylor Hoffman Wealth Management | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2020 | 10 |
RS INVESTMENT MANAGEMENT CO LLC | 10 | 10 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2015 | 10 |
Mondrian Investment Partners LTD | 10 | 10 | 0.07% | 1.51% | 3.12% | Q2 2013 | Q3 2015 | 10 |
HOLLENCREST CAPITAL MANAGEMENT | 9 | 1 | 0.00% | 0.03% | 0.03% | Q2 2014 | Q4 2022 | 10 |
AGF INVESTMENTS INC. | 10 | 10 | 0.18% | 0.36% | 0.79% | Q2 2013 | Q3 2015 | 10 |
Evercore Wealth Management, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 10 |
Armbruster Capital Management, Inc. | 10 | 10 | 0.02% | 0.02% | 0.05% | Q4 2015 | Q1 2018 | 10 |
SUNTRUST BANKS INC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2015 | 10 |
Blueshift Asset Management, LLC | 4 | 1 | 0.02% | 0.10% | 0.26% | Q4 2018 | Q1 2022 | 10 |
DnB Asset Management AS | 7 | 3 | 0.01% | 0.07% | 0.14% | Q2 2013 | Q4 2015 | 10 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 10 | 10 | 0.02% | 0.03% | 0.03% | Q3 2016 | Q4 2018 | 10 |
FineMark National Bank & Trust | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2015 | 10 |
SEVEN EIGHT CAPITAL, LP | 3 | 1 | 0.04% | 0.15% | 0.36% | Q3 2014 | Q4 2022 | 10 |
Foster Group, Inc. | 10 | 10 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2023 | 10 |
Joel Isaacson & Co., LLC | 10 | 10 | 0.02% | 0.03% | 0.06% | Q4 2012 | Q1 2015 | 10 |
BBVA USA Bancshares, Inc. | 10 | 10 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2015 | 10 |
Kistler-Tiffany Companies, LLC | 10 | 10 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2015 | 10 |
CAMBIAR INVESTORS LLC | 10 | 10 | 0.16% | 0.55% | 1.02% | Q1 2013 | Q2 2015 | 10 |
Rafferty Asset Management, LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q4 2022 | 10 |
Nevsky Capital LLP | 10 | 10 | 1.96% | 4.70% | 7.00% | Q2 2013 | Q3 2015 | 10 |
American Trust Investment Advisors, LLC | 10 | 10 | 0.54% | 1.36% | 1.92% | Q3 2020 | Q4 2022 | 10 |
Retirement Group, LLC | 9 | 1 | 0.00% | 0.03% | 0.31% | Q4 2019 | Q2 2022 | 10 |
London & Capital Asset Management Ltd | 9 | 1 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q4 2022 | 10 |
DUPONT CAPITAL MANAGEMENT CORP | 10 | 10 | 0.16% | 0.74% | 1.08% | Q2 2013 | Q3 2015 | 10 |
Hexagon Capital Partners LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
BURNEY CO/ | 10 | 10 | 0.01% | 0.07% | 0.26% | Q2 2013 | Q3 2015 | 10 |
FIRST NATIONAL TRUST CO | 10 | 10 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2015 | 10 |
BB&T SECURITIES, LLC | 9 | 9 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q2 2015 | 9 |
Kestra Advisory Services, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
HOWE & RUSLING INC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2020 | 9 |
Exchange Capital Management, Inc. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 9 |
SOA Wealth Advisors, LLC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
CCG WEALTH MANAGEMENT, LLC | 9 | 9 | 0.13% | 0.15% | 0.21% | Q4 2020 | Q4 2022 | 9 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 9 | 9 | 0.02% | 0.04% | 0.06% | Q3 2017 | Q3 2019 | 9 |
Marshall Wace North America L.P. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q1 2021 | 9 |
Winslow, Evans & Crocker, Inc. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q4 2015 | 9 |
Walleye Capital LLC | 4 | 1 | 0.01% | 0.09% | 0.20% | Q3 2018 | Q4 2019 | 9 |
PICTET ASSET MANAGEMENT LTD | 9 | 9 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q2 2015 | 9 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 6 | 1 | 0.01% | 0.16% | 0.27% | Q1 2015 | Q4 2022 | 9 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.04% | 0.18% | Q3 2014 | Q2 2022 | 9 |
Virtus ETF Advisers LLC | 9 | 9 | 0.01% | 0.06% | 0.15% | Q4 2017 | Q4 2019 | 9 |
CIBC Private Wealth Group, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 9 |
MONTAG A & ASSOCIATES INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 9 | 9 | 1.71% | 3.31% | 5.56% | Q4 2020 | Q4 2022 | 9 |
BOSTON FINANCIAL MANGEMENT LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q2 2018 | 9 |
PineView Asset Management LP | 7 | 7 | 1.03% | 3.82% | 8.60% | Q4 2015 | Q2 2017 | 9 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q2 2022 | 9 |
FLOW TRADERS U.S. LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2018 | 9 |
Squarepoint Ops LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2021 | 9 |
FDx Advisors, Inc. | 4 | 2 | 0.01% | 0.02% | 0.06% | Q1 2015 | Q1 2022 | 9 |
River Road Asset Management, LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 9 |
COLONY GROUP LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2022 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2015 | 9 |
Veritable, L.P. | 8 | 1 | 0.01% | 0.02% | 0.04% | Q4 2012 | Q4 2015 | 9 |
Bard Financial Services, Inc. | 9 | 9 | 0.07% | 0.08% | 0.10% | Q4 2020 | Q4 2022 | 9 |
Catamount Wealth Management | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2019 | 9 |
Paloma Partners Management Co | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2021 | 9 |
JANICZEK WEALTH MANAGEMENT, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
Ninety One UK Ltd | 9 | 9 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q2 2016 | 9 |
MARSHALL WACE, LLP | 3 | 1 | 0.00% | 0.02% | 0.08% | Q1 2016 | Q1 2022 | 9 |
NOMURA ASSET MANAGEMENT CO LTD | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2021 | 9 |
Tradition Wealth Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
BALASA DINVERNO & FOLTZ LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q3 2021 | 9 |
PRINCETON CAPITAL MANAGEMENT INC | 9 | 9 | 0.68% | 1.77% | 2.17% | Q1 2014 | Q1 2016 | 9 |
Timber Hill LLC | 3 | 1 | 0.00% | 0.02% | 0.07% | Q1 2014 | Q1 2018 | 9 |
Baillie Gifford | 8 | 8 | 0.14% | 0.38% | 1.26% | Q2 2013 | Q1 2015 | 8 |
Invictus RG Pte. Ltd. | 6 | 2 | 0.04% | 0.28% | 0.71% | Q2 2013 | Q2 2015 | 8 |
Lester Murray Antman dba SimplyRich | 8 | 8 | 0.07% | 0.11% | 0.16% | Q1 2021 | Q4 2022 | 8 |
OXFORD ASSET MANAGEMENT LLP | 4 | 1 | 0.01% | 0.13% | 0.34% | Q4 2013 | Q4 2019 | 8 |
PAYDEN & RYGEL | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
ATWOOD & PALMER INC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2017 | 8 |
Fieldpoint Private Securities, LLC | 8 | 8 | 0.05% | 0.14% | 0.24% | Q3 2020 | Q2 2022 | 8 |
CULLINAN ASSOCIATES INC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q4 2016 | 8 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.04% | 0.08% | Q4 2019 | Q4 2022 | 8 |
Dalton Investments LLC | 8 | 8 | 1.41% | 2.06% | 2.82% | Q1 2018 | Q4 2019 | 8 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2017 | 8 |
First Allied Advisory Services, Inc. | 6 | 1 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q4 2018 | 8 |
Cetera Advisor Networks LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q4 2022 | 8 |
Filbrandt Wealth Management, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2021 | 8 |
Winfield Associates, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2017 | 8 |
Simplicity Solutions, LLC | 8 | 8 | 0.04% | 0.11% | 0.22% | Q1 2021 | Q4 2022 | 8 |
INTEGRAL DERIVATIVES, LLC | 4 | 1 | 0.00% | 0.03% | 0.10% | Q4 2013 | Q1 2018 | 8 |
STEVENS CAPITAL MANAGEMENT LP | 2 | 1 | 0.01% | 0.04% | 0.07% | Q3 2013 | Q4 2019 | 8 |
Freestone Capital Holdings, LLC | 5 | 1 | 0.01% | 0.12% | 0.20% | Q4 2015 | Q1 2022 | 8 |
Capital World Investors | 8 | 8 | 0.00% | 0.02% | 0.06% | Q2 2020 | Q1 2022 | 8 |
LIBERTY WEALTH MANAGEMENT LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2020 | 8 |
NOMURA HOLDINGS INC | 5 | 1 | 0.00% | 0.03% | 0.18% | Q1 2013 | Q3 2014 | 8 |
ADVISOR PARTNERS LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q2 2022 | 8 |
Lombard Odier Transatlantic Ltd | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q3 2016 | 8 |
Integrated Investment Consultants, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2018 | 8 |
PEAPACK GLADSTONE FINANCIAL CORP | 8 | 8 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q4 2022 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2022 | 8 |
DELTA LLOYD NV | 8 | 8 | 0.03% | 0.08% | 0.12% | Q2 2013 | Q1 2015 | 8 |
Spire Wealth Management | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
WMS Partners, LLC | 7 | 1 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q2 2015 | 8 |
Dorsey Wright & Associates | 4 | 1 | 0.73% | 0.92% | 1.13% | Q2 2017 | Q4 2022 | 8 |
HARBOR INVESTMENT ADVISORY, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 8 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
Quadrature Capital Ltd | 3 | 1 | 0.01% | 0.11% | 0.31% | Q3 2015 | Q3 2020 | 7 |
CANADA PENSION PLAN INVESTMENT BOARD | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2021 | 7 |
COMGEST GLOBAL INVESTORS S.A.S. | 7 | 7 | 0.56% | 0.78% | 0.94% | Q4 2014 | Q2 2016 | 7 |
Crosspoint Capital Strategies, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q2 2015 | 7 |
Amundi | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2022 | 7 |
Stelac Advisory Services LLC | 7 | 7 | 0.05% | 0.13% | 0.18% | Q2 2021 | Q4 2022 | 7 |
A.R.T. Advisors, LLC | 2 | 1 | 0.02% | 0.07% | 0.19% | Q1 2014 | Q1 2019 | 7 |
Independent Portfolio Consultants, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2016 | 7 |
JTC Employer Solutions Trustee Ltd | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
DE BURLO GROUP INC | 7 | 7 | 0.05% | 0.06% | 0.10% | Q2 2013 | Q4 2014 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2016 | 7 |
RONALD BLUE & CO LLC | 4 | 3 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q2 2017 | 7 |
Rehmann Capital Advisory Group | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2019 | 7 |
KBC Group NV | 7 | 7 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q4 2014 | 7 |
IPG Investment Advisors LLC | 2 | 1 | 0.09% | 0.48% | 1.36% | Q4 2013 | Q2 2018 | 7 |
Lenox Wealth Management, Inc. | 6 | 1 | 0.00% | 0.26% | 0.43% | Q2 2017 | Q2 2020 | 7 |
Neuberger Berman Group LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2015 | 7 |
Johnson Financial Group, Inc. | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 7 |
HARBOUR INVESTMENTS, INC. | 4 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 7 |
BELLEVUE ASSET MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.06% | 0.21% | Q4 2019 | Q2 2021 | 7 |
D. E. Shaw & Co., Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 7 |
Lombard Odier Asset Management (Switzerland) SA | 7 | 7 | 0.02% | 0.06% | 0.12% | Q2 2014 | Q4 2015 | 7 |
DUNCKER STREETT & CO INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2022 | 7 |
Red Cedar Capital, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q4 2014 | 7 |
MONETA GROUP INVESTMENT ADVISORS LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2022 | 7 |
WealthTrust Axiom LLC | 5 | 1 | 0.07% | 0.08% | 0.09% | Q2 2013 | Q2 2015 | 7 |
Cornerstone Advisors, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2019 | 7 |
Symmetry Partners, LLC | 3 | 1 | 0.02% | 0.05% | 0.08% | Q1 2020 | Q4 2022 | 7 |
BP PLC | 7 | 7 | 0.11% | 0.17% | 0.27% | Q2 2013 | Q4 2014 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2019 | 7 |
Legal & General Group Plc | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2017 | 7 |
Baystate Wealth Management LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
West Branch Capital LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
First Trust Direct Indexing L.P. | 7 | 7 | 0.04% | 0.07% | 0.09% | Q2 2021 | Q4 2022 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q4 2014 | 7 |
Eudaimonia Partners, LLC | 6 | 6 | 0.00% | 0.02% | 0.02% | Q4 2019 | Q1 2021 | 6 |
BlackRock Fund Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
PFG Private Wealth Management, LLC | 6 | 6 | 0.02% | 0.02% | 0.04% | Q3 2021 | Q4 2022 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2019 | 6 |
Cedar Brook Financial Partners, LLC | 5 | 1 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q1 2023 | 6 |
LVW Advisors, LLC | 5 | 1 | 0.03% | 0.06% | 0.07% | Q4 2020 | Q4 2022 | 6 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 6 | 6 | 0.02% | 0.27% | 0.91% | Q2 2013 | Q3 2014 | 6 |
PHILADELPHIA INTERNATIONAL ADVISORS LP | 6 | 6 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2014 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
EDMP, INC. | 6 | 6 | 1.47% | 1.64% | 1.85% | Q2 2013 | Q3 2014 | 6 |
Total Clarity Wealth Management, Inc. | 4 | 1 | 0.02% | 0.06% | 0.16% | Q4 2019 | Q2 2022 | 6 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.05% | 0.11% | 0.18% | Q2 2013 | Q1 2020 | 6 |
OMERS ADMINISTRATION Corp | 4 | 2 | 0.01% | 0.06% | 0.12% | Q4 2017 | Q4 2019 | 6 |
FEDERATED HERMES, INC. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2022 | 6 |
U.S. Capital Wealth Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q4 2022 | 6 |
TOWNSQUARE CAPITAL LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 6 |
Loudon Investment Management, LLC | 6 | 6 | 0.75% | 0.84% | 0.95% | Q4 2013 | Q1 2015 | 6 |
Whitnell & Co. | 6 | 6 | 0.02% | 0.04% | 0.06% | Q3 2014 | Q4 2015 | 6 |
SPERO-SMITH INVESTMENT ADVISERS INC /OH | 3 | 1 | 0.23% | 0.25% | 0.28% | Q2 2013 | Q2 2015 | 6 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.05% | 0.27% | 0.88% | Q3 2013 | Q4 2022 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q1 2019 | 6 |
Meridian Wealth Partners, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2021 | 6 |
Eagle Bay Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 6 |
Ethic Inc. | 6 | 6 | 0.02% | 0.05% | 0.06% | Q3 2021 | Q4 2022 | 6 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 6 | 6 | 0.03% | 0.06% | 0.08% | Q4 2013 | Q1 2015 | 6 |
Capital Group Private Client Services, Inc. | 6 | 6 | 0.62% | 0.69% | 0.77% | Q3 2021 | Q4 2022 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Banyan Partners, LLC | 6 | 6 | 0.13% | 0.18% | 0.34% | Q2 2013 | Q3 2014 | 6 |
MONETARY MANAGEMENT GROUP INC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2022 | 6 |
Berman Capital Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
PARSONS CAPITAL MANAGEMENT INC/RI | 6 | 6 | 0.13% | 0.16% | 0.19% | Q2 2013 | Q3 2014 | 6 |
Advisors Asset Management, Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 6 |
BOSTON FAMILY OFFICE LLC | 6 | 6 | 0.03% | 0.16% | 0.31% | Q2 2013 | Q3 2014 | 6 |
INTRUST BANK NA | 6 | 6 | 0.11% | 0.16% | 0.19% | Q1 2014 | Q2 2015 | 6 |
CLEAR STREET MARKETS LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q4 2022 | 6 |
THORNBURG INVESTMENT MANAGEMENT INC | 6 | 6 | 0.32% | 1.22% | 1.94% | Q2 2014 | Q3 2015 | 6 |
Clearstead Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 6 |
Nationwide Fund Advisors | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2015 | 6 |
LEUTHOLD GROUP, LLC | 4 | 2 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q3 2022 | 6 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.06% | 0.10% | 0.15% | Q4 2015 | Q1 2022 | 6 |
PERSONAL CFO SOLUTIONS, LLC | 6 | 6 | 0.05% | 0.06% | 0.07% | Q3 2021 | Q4 2022 | 6 |
FCA CORP /TX | 6 | 6 | 0.05% | 0.07% | 0.08% | Q3 2021 | Q4 2022 | 6 |
Fiera Capital Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2020 | 6 |
Vestmark Advisory Solutions, Inc. | 6 | 6 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q4 2022 | 6 |
Highlander Capital Management, LLC | 6 | 6 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q3 2014 | 6 |
Addison Capital Co | 6 | 6 | 0.83% | 1.38% | 2.09% | Q4 2013 | Q1 2015 | 6 |
Schonfeld Strategic Advisors LLC | 4 | 1 | 0.01% | 0.01% | 0.04% | Q1 2019 | Q1 2022 | 6 |
FNY Investment Advisers, LLC | 5 | 1 | 0.00% | 0.02% | 0.10% | Q4 2019 | Q2 2021 | 6 |
NATIONAL BANK OF CANADA /FI/ | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Icon Wealth Partners, LLC | 4 | 1 | 0.03% | 0.05% | 0.07% | Q4 2017 | Q1 2019 | 5 |
AXA S.A. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2020 | 5 |
VALLEY NATIONAL BANCORP | 5 | 5 | 0.08% | 0.18% | 0.33% | Q4 2013 | Q4 2014 | 5 |
GENESEE VALLEY TRUST CO | 5 | 5 | 0.14% | 0.20% | 0.22% | Q2 2014 | Q2 2015 | 5 |
WILLIAMS JONES & ASSOCIATES LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2018 | 5 |
UMB Bank, n.a. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Private Ocean, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
WRAPMANAGER INC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q3 2022 | 5 |
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (FRANCE) | 3 | 2 | 0.01% | 0.02% | 0.04% | Q2 2015 | Q3 2016 | 5 |
NATIXIS | 5 | 5 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q2 2014 | 5 |
Banco de Sabadell, S.A | 4 | 1 | 0.01% | 0.09% | 0.27% | Q1 2018 | Q2 2019 | 5 |
MACKENZIE FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 5 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 4 | 1 | 0.04% | 0.07% | 0.11% | Q3 2014 | Q4 2022 | 5 |
TODD ASSET MANAGEMENT LLC | 4 | 1 | 0.09% | 0.21% | 0.36% | Q3 2014 | Q4 2022 | 5 |
MERCER GLOBAL ADVISORS INC /ADV | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
GAMBLE JONES INVESTMENT COUNSEL | 3 | 2 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.06% | 0.06% | 0.08% | Q2 2013 | Q2 2014 | 5 |
KINGS POINT CAPITAL MANAGEMENT | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
MASON STREET ADVISORS, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2013 | Q4 2014 | 5 |
Sterling Capital Management LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2013 | Q1 2014 | 5 |
Quantamental Technologies LLC | 3 | 1 | 0.00% | 0.33% | 1.13% | Q1 2019 | Q1 2021 | 5 |
Airain ltd | 2 | 1 | 0.05% | 0.23% | 0.59% | Q2 2013 | Q1 2015 | 5 |
Genesis Investment Management, LLP | 5 | 5 | 0.20% | 1.66% | 2.69% | Q3 2019 | Q3 2020 | 5 |
ETRADE Capital Management LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2020 | 5 |
NAVELLIER & ASSOCIATES INC | 2 | 1 | 0.01% | 0.04% | 0.18% | Q3 2012 | Q4 2018 | 5 |
Antonetti Capital Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
Western Pacific Wealth Management, LP | 5 | 5 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q4 2022 | 5 |
KLCM Advisors, Inc. | 5 | 5 | 0.10% | 0.12% | 0.18% | Q4 2021 | Q4 2022 | 5 |
Ironsides Asset Advisors, LLC | 5 | 5 | 0.13% | 0.15% | 0.17% | Q2 2014 | Q2 2015 | 5 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 3 | 2 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q3 2016 | 5 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q4 2022 | 5 |
EverSource Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
MIRABELLA FINANCIAL SERVICES LLP | 2 | 1 | 0.13% | 0.24% | 0.37% | Q4 2019 | Q4 2022 | 5 |
YOUSIF CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
GQG Partners LLC | 3 | 2 | 0.01% | 0.41% | 1.07% | Q3 2018 | Q4 2022 | 5 |
Baring International Investment Ltd | 5 | 5 | 1.14% | 1.41% | 1.78% | Q2 2013 | Q2 2014 | 5 |
MGO ONE SEVEN LLC | 5 | 5 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q4 2022 | 5 |
MPS Loria Financial Planners, LLC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q1 2021 | 5 |
GREENLEAF TRUST | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
Washington Trust Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Cornerstone Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
SPOT TRADING L.L.C. | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q3 2017 | 5 |
Venturi Wealth Management, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q4 2022 | 5 |
FIRST UNITED BANK & TRUST | 5 | 5 | 0.08% | 0.10% | 0.12% | Q1 2021 | Q1 2022 | 5 |
AIA Group Ltd | 5 | 5 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q4 2022 | 5 |
Rosenberg Matthew Hamilton | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 4 | 1 | 0.00% | 0.08% | 0.16% | Q2 2021 | Q3 2022 | 5 |
COUNTRY TRUST BANK | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
PRELUDE CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.04% | 0.07% | Q3 2020 | Q3 2021 | 5 |
Allspring Global Investments Holdings, LLC | 5 | 5 | 0.25% | 0.30% | 0.36% | Q4 2021 | Q4 2022 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Cypress Capital Management LLC (WY) | 5 | 5 | 0.03% | 0.05% | 0.07% | Q4 2017 | Q4 2018 | 5 |
INCA Investments LLC | 4 | 4 | 5.54% | 9.74% | 13.09% | Q3 2014 | Q2 2015 | 4 |
JB Capital LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q2 2022 | 4 |
Pendal Group Ltd | 4 | 4 | 0.06% | 0.09% | 0.13% | Q1 2020 | Q4 2020 | 4 |
OPPENHEIMER & CO INC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 4 |
Gemmer Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2020 | 4 |
West Coast Financial LLC | 4 | 4 | 0.18% | 0.43% | 0.53% | Q2 2013 | Q1 2014 | 4 |
Cypress Point Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 4 |
ROCKEFELLER FINANCIAL SERVICES INC | 4 | 4 | 0.06% | 0.10% | 0.18% | Q2 2013 | Q1 2014 | 4 |
MEEDER ASSET MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2020 | 4 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2 | 1 | 0.00% | 0.05% | 0.17% | Q3 2017 | Q2 2022 | 4 |
HANSBERGER GLOBAL INVESTORS INC/FL | 4 | 4 | 0.57% | 0.74% | 0.89% | Q2 2013 | Q1 2014 | 4 |
TD Waterhouse Canada Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Financial Architects, Inc | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 4 |
STERNE AGEE GROUP, INC. | 4 | 4 | 0.18% | 0.21% | 0.24% | Q2 2014 | Q1 2015 | 4 |
F&C Asset Management plc | 4 | 4 | 0.03% | 0.06% | 0.12% | Q2 2013 | Q1 2014 | 4 |
INTEGRATED WEALTH COUNSEL, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q1 2014 | 4 |
CenterStar Asset Management, LLC | 2 | 2 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q1 2018 | 4 |
THOMAS WHITE INTERNATIONAL LTD | 4 | 4 | 0.36% | 0.47% | 0.64% | Q1 2021 | Q4 2021 | 4 |
SPX Gestao de Recursos Ltda | 2 | 1 | 0.41% | 2.37% | 6.75% | Q1 2014 | Q4 2017 | 4 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 4 | 4 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q1 2014 | 4 |
QS Investors, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q2 2015 | 4 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2021 | 4 |
Bank of New Hampshire | 4 | 4 | 0.04% | 0.24% | 0.36% | Q1 2022 | Q4 2022 | 4 |
EVERGREEN CAPITAL MANAGEMENT LLC | 4 | 4 | 0.16% | 0.35% | 0.50% | Q4 2016 | Q3 2017 | 4 |
Simply Money Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
EULAV Asset Management | 4 | 4 | 0.10% | 0.11% | 0.12% | Q2 2013 | Q1 2014 | 4 |
Savior LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2020 | 4 |
FIRST HAWAIIAN BANK | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2019 | 4 |
Bayesian Capital Management, LP | 1 | 1 | 0.04% | 0.10% | 0.25% | Q4 2016 | Q1 2022 | 4 |
TOMPKINS FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2015 | 4 |
Trust Co | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q4 2015 | 4 |
WEST CHESTER CAPITAL ADVISORS, INC | 4 | 4 | 0.21% | 0.23% | 0.24% | Q2 2013 | Q1 2014 | 4 |
Westchester Capital Management, LLC | 2 | 2 | 0.29% | 0.33% | 0.35% | Q2 2015 | Q3 2015 | 4 |
Biechele Royce Advisors | 4 | 4 | 1.23% | 1.92% | 2.50% | Q4 2017 | Q3 2018 | 4 |
Conservest Capital Advisors, Inc. | 4 | 4 | 0.04% | 0.04% | 0.05% | Q1 2017 | Q4 2017 | 4 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.53% | 0.64% | 0.75% | Q4 2014 | Q3 2015 | 4 |
First Personal Financial Services | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
SIT INVESTMENT ASSOCIATES INC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2014 | 4 |
AIGEN INVESTMENT MANAGEMENT, LP | 3 | 1 | 0.01% | 0.08% | 0.26% | Q4 2019 | Q2 2022 | 4 |
Engineers Gate Manager LP | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q1 2022 | 4 |
Aevitas Wealth Management, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Center for Financial Planning, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Douglass Winthrop Advisors, LLC | 3 | 1 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q3 2014 | 4 |
BALYASNY ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2022 | 4 |
Prime Capital Investment Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2021 | 4 |
Cypress Capital, LLC | 4 | 4 | 0.15% | 0.17% | 0.20% | Q3 2021 | Q2 2022 | 4 |
VICTORY CAPITAL MANAGEMENT INC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q1 2021 | 4 |
Parkwood LLC | 4 | 4 | 0.24% | 0.25% | 0.27% | Q4 2013 | Q3 2014 | 4 |
Accel Wealth Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Estabrook Capital Management | 4 | 4 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q1 2014 | 4 |
Lombard Odier & Cie (Canada), Limited Partnership | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2013 | Q3 2014 | 4 |
Busey Bank | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q2 2020 | 4 |
US FINANCIAL ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 4 |
MOON CAPITAL MANAGEMENT LP | 2 | 2 | 0.76% | 2.34% | 4.58% | Q2 2016 | Q4 2020 | 4 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 4 |
TIFF ADVISORY SERVICES, LLC | 4 | 4 | 0.17% | 0.33% | 0.53% | Q2 2013 | Q1 2014 | 4 |
Lloyds Banking Group plc | 4 | 4 | 0.20% | 0.23% | 0.24% | Q2 2013 | Q1 2014 | 4 |
Shilanski & Associates, Inc. | 2 | 2 | 0.09% | 0.10% | 0.10% | Q1 2022 | Q1 2023 | 4 |
B. Riley Wealth Advisors, Inc. | 3 | 1 | 0.00% | 0.04% | 0.07% | Q2 2014 | Q1 2016 | 4 |
FARMERS & MERCHANTS INVESTMENTS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2015 | 3 |
Schubert & Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
AVIVA PLC | 3 | 3 | 0.16% | 0.18% | 0.21% | Q2 2013 | Q4 2013 | 3 |
Blue Trust, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
WESTPAC BANKING CORP | 3 | 3 | 0.12% | 0.15% | 0.20% | Q3 2014 | Q1 2015 | 3 |
Bienville Capital Management, LLC | 3 | 3 | 0.50% | 0.59% | 0.73% | Q4 2020 | Q2 2021 | 3 |
NewEdge Wealth, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 2 | 1 | 0.02% | 0.31% | 0.82% | Q2 2017 | Q1 2019 | 3 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.03% | 0.14% | 0.33% | Q3 2014 | Q4 2019 | 3 |
Patten Group, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q4 2018 | 3 |
TRUST CO OF VERMONT | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2022 | 3 |
FIRST FOUNDATION ADVISORS | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 3 |
Well Done, LLC | 1 | 1 | 0.00% | 0.02% | 0.06% | Q3 2017 | Q4 2018 | 3 |
Great Diamond Partners, LLC | 3 | 3 | 0.12% | 0.13% | 0.14% | Q2 2022 | Q4 2022 | 3 |
Verition Fund Management LLC | 2 | 1 | 0.04% | 0.05% | 0.07% | Q2 2017 | Q1 2018 | 3 |
Invictus RG | 1 | 1 | 0.04% | 0.05% | 0.07% | Q4 2015 | Q3 2017 | 3 |
Hemenway Trust Co LLC | 2 | 1 | 0.04% | 0.07% | 0.12% | Q1 2013 | Q4 2015 | 3 |
BAMCO INC /NY/ | 3 | 3 | 0.29% | 0.30% | 0.30% | Q2 2018 | Q4 2018 | 3 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q1 2021 | 3 |
Boston Partners | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2022 | 3 |
Kore Private Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Ronit Capital LLP | 2 | 1 | 1.12% | 1.65% | 2.18% | Q4 2020 | Q3 2022 | 3 |
Boston Common Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 3 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
RIVERSVILLE CAPITAL, INC. | 3 | 3 | 0.34% | 0.39% | 0.42% | Q2 2013 | Q4 2013 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
Regal Investment Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 3 |
WINTON GROUP Ltd | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2022 | 3 |
tru Independence LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Archford Capital Strategies, LLC | 3 | 3 | 0.02% | 0.15% | 0.43% | Q1 2014 | Q3 2014 | 3 |
PVG Asset Management | 3 | 3 | 0.82% | 1.06% | 1.22% | Q1 2015 | Q3 2015 | 3 |
Princeton Alpha Management LP | 2 | 1 | 0.07% | 0.15% | 0.25% | Q1 2014 | Q2 2016 | 3 |
GEODE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 3 |
OneAscent Wealth Management LLC | 2 | 1 | 0.08% | 0.09% | 0.10% | Q4 2020 | Q1 2022 | 3 |
PRIVATE TRUST CO NA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Cresset Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2019 | 3 |
Hosking & Co Ltd | 3 | 3 | 0.53% | 0.56% | 0.58% | Q4 2014 | Q2 2015 | 3 |
BAILARD, INC. | 3 | 3 | 0.04% | 0.05% | 0.08% | Q4 2018 | Q2 2019 | 3 |
TCW GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2017 | 3 |
Signature Financial Management, Inc. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2018 | Q4 2018 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2018 | 3 |
Windsor Capital Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q3 2015 | 3 |
SpiderRock Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2017 | 3 |
JOYN Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
LAKE STREET ADVISORS GROUP, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2020 | 3 |
Summit Global Investments | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q4 2022 | 3 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.04% | 0.53% | 1.49% | Q3 2015 | Q3 2018 | 3 |
DigitalBridge Group, Inc. | 3 | 3 | 0.52% | 0.66% | 0.89% | Q1 2021 | Q3 2021 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
NEWGATE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.51% | 0.70% | 0.83% | Q2 2013 | Q1 2015 | 3 |
Advisory Alpha, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q1 2022 | 3 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2020 | 3 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
BLAIR WILLIAM & CO/IL | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2017 | 3 |
Wealth Alliance | 2 | 1 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q4 2022 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Capital Asset Advisory Services LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2022 | 3 |
Essex Savings Bank | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
M&R CAPITAL MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2017 | 3 |
Kingfisher Capital LLC | 3 | 3 | 0.36% | 0.41% | 0.43% | Q2 2013 | Q4 2013 | 3 |
J.W. COLE ADVISORS, INC. | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2021 | 3 |
LANDAAS & CO /WI /ADV | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q2 2018 | 3 |
QCM Cayman, Ltd. | 1 | 1 | 0.09% | 0.31% | 0.71% | Q4 2014 | Q3 2017 | 3 |
Bellwether Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Williams Jones Wealth Management, LLC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Kiwi Wealth Investments Limited Partnership | 3 | 3 | 0.12% | 0.21% | 0.26% | Q4 2019 | Q2 2020 | 3 |
Enterprise Trust & Investment Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Quantitative Systematic Strategies LLC | 2 | 1 | 0.05% | 0.07% | 0.09% | Q4 2019 | Q1 2021 | 3 |
CQS Cayman LP | 2 | 1 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q2 2014 | 3 |
GLG Partners LP | 2 | 1 | 0.03% | 0.04% | 0.07% | Q2 2013 | Q4 2015 | 3 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q4 2022 | 3 |
Blackhawk Capital Partners LLC. | 3 | 3 | 0.23% | 0.23% | 0.24% | Q3 2019 | Q1 2020 | 3 |
ROPES WEALTH ADVISORS LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q4 2020 | 3 |
PITTENGER & ANDERSON INC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q2 2013 | Q4 2013 | 3 |
Forward Management, LLC | 3 | 3 | 0.07% | 0.11% | 0.18% | Q2 2013 | Q4 2013 | 3 |
STRATEGIC WEALTH MANAGEMENT INC | 3 | 3 | 0.28% | 0.36% | 0.42% | Q2 2021 | Q4 2021 | 3 |
M Holdings Securities, Inc. | 3 | 3 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q2 2021 | 3 |
Asset Management Group, Inc. | 1 | 1 | 0.12% | 0.12% | 0.13% | Q4 2013 | Q3 2014 | 2 |
Lenox Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2013 | 2 |
Zions Trust, National Association | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2014 | 2 |
Acrospire Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2017 | 2 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q4 2018 | 2 |
CAPITAL ONE, NATIONAL ASSOCIATION | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q3 2015 | 2 |
Systematic Alpha Investments, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Penserra Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
PATTON ALBERTSON MILLER GROUP, LLC | 2 | 2 | 0.14% | 0.22% | 0.29% | Q4 2014 | Q1 2015 | 2 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.01% | 0.12% | 0.23% | Q2 2014 | Q4 2016 | 2 |
Prospera Financial Services Inc | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q2 2022 | 2 |
Executive Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
BlackRock Japan Co. Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
Aquatic Capital Management LLC | 2 | 2 | 0.07% | 0.08% | 0.10% | Q1 2022 | Q2 2022 | 2 |
OLD NATIONAL BANCORP /IN/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
USCA RIA LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Haafor (Singapore) Pte. Ltd. | 2 | 2 | 0.27% | 0.38% | 0.50% | Q1 2020 | Q2 2020 | 2 |
Perpetual Ltd | 2 | 2 | 0.10% | 0.11% | 0.11% | Q3 2013 | Q4 2013 | 2 |
Accuvest Global Advisors | 2 | 2 | 0.23% | 0.44% | 0.64% | Q2 2013 | Q3 2013 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
ADVISOR PARTNERS II, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
FLAGSHIP HARBOR ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
XTX Topco Ltd | 2 | 2 | 0.05% | 0.07% | 0.09% | Q1 2021 | Q2 2021 | 2 |
Moisand Fitzgerald Tamayo, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 2 | 2 | 0.26% | 0.29% | 0.32% | Q2 2010 | Q3 2010 | 2 |
FAIRFIELD, BUSH & CO. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 2 |
Syntal Capital Partners, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q3 2019 | 2 |
Edgestream Partners, L.P. | 2 | 2 | 0.05% | 0.08% | 0.12% | Q4 2021 | Q1 2022 | 2 |
Full Value Advisors, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2007 | Q4 2007 | 2 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2019 | 2 |
Beirne Wealth Consulting Services, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q4 2020 | 2 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Folger Hill Asset Management LP | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2017 | Q2 2017 | 2 |
MARVIN & PALMER ASSOCIATES INC | 1 | 1 | 0.50% | 0.86% | 1.22% | Q2 2013 | Q3 2014 | 2 |
Bruderman Asset Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 2 |
DAVIS SELECTED ADVISERS | 2 | 2 | 0.01% | 0.13% | 0.24% | Q2 2013 | Q3 2013 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q1 2022 | 2 |
PineBridge Investments, L.P. | 2 | 2 | 0.01% | 0.07% | 0.13% | Q3 2020 | Q4 2020 | 2 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Catalyst Capital Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Chiron Investment Management, LLC | 2 | 2 | 0.05% | 0.08% | 0.11% | Q1 2022 | Q2 2022 | 2 |
Chesley Taft & Associates LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q2 2020 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q4 2022 | 2 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.02% | 0.07% | 0.11% | Q3 2021 | Q4 2022 | 2 |
Redwood Investment Management, LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q4 2021 | Q1 2022 | 2 |
Red Door Wealth Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Natixis Investment Managers International | 2 | 2 | 0.35% | 0.46% | 0.56% | Q2 2014 | Q3 2014 | 2 |
Perigon Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
Cooperatieve Rabobank U.A. | 1 | 1 | 0.47% | 1.48% | 2.49% | Q2 2013 | Q4 2013 | 2 |
Caprock Group, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q3 2016 | 2 |
OneAscent Financial Services LLC | 1 | 1 | 0.07% | 0.09% | 0.12% | Q2 2019 | Q3 2020 | 2 |
Aris Wealth Services, Inc. | 2 | 2 | 0.30% | 0.32% | 0.34% | Q2 2014 | Q3 2014 | 2 |
Capital Advisors, Ltd. LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Spears Abacus Advisors LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q3 2016 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2022 | 2 |
CIDEL ASSET MANAGEMENT INC | 2 | 2 | 0.29% | 0.30% | 0.31% | Q2 2018 | Q3 2018 | 2 |
TORONTO DOMINION BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2019 | 2 |
GRANDFIELD & DODD, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q4 2013 | 2 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2022 | 2 |
Winthrop Partners - WNY, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
UNIVEST FINANCIAL Corp | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2016 | Q4 2019 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
WELD CAPITAL MANAGEMENT LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2020 | Q3 2020 | 2 |
Laurion Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2019 | 2 |
Cable Hill Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2015 | 2 |
BANK OF NOVA SCOTIA | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2018 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
FNY Partners Fund LP | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q1 2017 | 2 |
FinTrust Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Cordatus Wealth Management LLC | 2 | 2 | 0.37% | 0.40% | 0.43% | Q1 2022 | Q2 2022 | 2 |
Moors & Cabot, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q1 2017 | 2 |
FNY Managed Accounts LLC | 1 | 1 | 0.05% | 0.07% | 0.10% | Q3 2015 | Q3 2017 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q1 2022 | 2 |
BFSG, LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q2 2017 | Q3 2017 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.00% | 0.11% | 0.22% | Q2 2013 | Q3 2013 | 2 |
Trexquant Investment LP | 2 | 2 | 0.07% | 0.08% | 0.08% | Q4 2014 | Q1 2015 | 2 |
SCOTIA CAPITAL INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2014 | 2 |
Sunbelt Securities, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q4 2019 | 2 |
WBI INVESTMENTS, LLC | 2 | 2 | 0.23% | 0.77% | 1.30% | Q1 2014 | Q2 2014 | 2 |
GENERAL ELECTRIC CO | 2 | 2 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2013 | 2 |
TRILOGY GLOBAL ADVISORS LP | 2 | 2 | 0.59% | 1.13% | 1.66% | Q2 2013 | Q3 2013 | 2 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q2 2018 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Holistic Financial Partners | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2017 | Q1 2018 | 2 |
Jupiter Investment Management Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
BBT Capital Management, LLC | 1 | 1 | 0.04% | 0.13% | 0.22% | Q1 2014 | Q3 2014 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2017 | 2 |
Centiva Capital, LP | 1 | 1 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q3 2021 | 2 |
ALTA CAPITAL MANAGEMENT LLC/ | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q1 2014 | 2 |
Value Partners Investments Inc. | 2 | 2 | 0.27% | 0.30% | 0.33% | Q2 2020 | Q3 2020 | 2 |
WEBSTER BANK, N. A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Aviance Capital Partners, LLC | 2 | 2 | 0.21% | 0.23% | 0.25% | Q3 2014 | Q4 2014 | 2 |
Jump Financial, LLC | 2 | 2 | 0.06% | 0.10% | 0.14% | Q4 2020 | Q1 2021 | 2 |
Soros Fund Management | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q3 2013 | 2 |
Modus Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.05% | Q2 2020 | Q2 2021 | 2 |
AFT, FORSYTH & COMPANY, INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Rinkey Investments | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
Human Investing LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Zions Bancorporation | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
BB&T INVESTMENT SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
JANUS HENDERSON INVESTORS US LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Beaumont Asset Management, L.L.C. | 1 | 1 | 0.87% | 0.87% | 0.87% | Q4 2019 | Q4 2019 | 1 |
Legacy Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Founders Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Jacobi Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Akre Capital Management | 1 | 1 | 0.49% | 0.49% | 0.49% | Q2 2013 | Q2 2013 | 1 |
Standard Investments LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2014 | Q1 2014 | 1 |
Bremer Bank National Association | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
CenterBook Partners LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Private Advisory Group LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2017 | Q3 2017 | 1 |
HighVista Strategies LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
WHV Investments, Inc. | 1 | 1 | 1.82% | 1.82% | 1.82% | Q1 2016 | Q1 2016 | 1 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2014 | Q3 2014 | 1 |
FourThought Financial Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Carnick & Kubik, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Capital Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
GRATRY & Co LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2016 | Q4 2016 | 1 |
CX Institutional | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Bleakley Financial Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Acropolis Investment Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Wilmington Funds Management Corp | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Zurich Insurance Group Ltd/FI | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
McIlrath & Eck, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
LOEB PARTNERS CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
True Wealth Design, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2022 | Q4 2022 | 1 |
Teza Capital Management LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2017 | Q1 2017 | 1 |
ARMSTRONG ADVISORY GROUP, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
SAC Capital Advisors LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
BAIRD ROBERT W & CO INC /WI/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
FMA ADVISORY INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q2 2015 | 1 |
Vident Investment Advisory, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2015 | Q3 2015 | 1 |
DECADE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
Marquette Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
DUBUQUE BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Valiant Capital Management, L.P. | 1 | 1 | 7.90% | 7.90% | 7.90% | Q3 2014 | Q3 2014 | 1 |
PDT Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q3 2013 | 1 |
NN Investment Partners Holdings N.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
PUTNAM INVESTMENTS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
INSIGHT 2811, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Angeles Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Glass Jacobson Investment Advisors llc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
PERRITT CAPITAL MANAGEMENT INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Proficio Capital Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
COLDSTREAM CAPITAL MANAGEMENT INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2015 | Q3 2015 | 1 |
DSAM Partners (London) Ltd | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2017 | Q1 2017 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
ATERNALIS CAPITAL LLC | 1 | 1 | 10.40% | 10.40% | 10.40% | Q1 2016 | Q1 2016 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Lionsbridge Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Americana Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
Jump Trading, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
Pine River Capital Management L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Foundation Asset Management, LP | 1 | 1 | 7.17% | 7.17% | 7.17% | Q3 2014 | Q3 2014 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
NatWest Group plc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2014 | 1 |
Belpointe Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Triangle Securities Wealth Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Cavalier Investments, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2017 | Q3 2017 | 1 |
Glenview Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
LIGHT STREET CAPITAL MANAGEMENT, LLC | 1 | 1 | 3.39% | 3.39% | 3.39% | Q3 2014 | Q3 2014 | 1 |
WADDELL & REED FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Summit Asset Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2013 | Q2 2013 | 1 |
C M BIDWELL & ASSOCIATES LTD | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2017 | Q3 2017 | 1 |
MQS Management LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2022 | Q2 2022 | 1 |
ASSOCIATED BANC-CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
AT Bancorp | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2013 | Q2 2013 | 1 |
TUDOR INVESTMENT CORP ET AL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q2 2017 | 1 |
Nelson Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Sequoia Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
StoneX Group Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Ruedi Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Capital Group Investment Management Pte. Ltd. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
Engrave Wealth Partners LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Centerpoint Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Rossmore Private Capital | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
HighTower Trust Company, N.A. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
RMB Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Hillsdale Investment Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ARROW FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Prestige Wealth Management Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Crescent Capital Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
GODSEY & GIBB, INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
ANGELES WEALTH MANAGEMENT, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2022 | Q2 2022 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Dixon Hughes Goodman Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
BECK CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2016 | Q1 2016 | 1 |
Islet Management, LP | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2019 | Q1 2019 | 1 |
TEACHERS ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Quantinno Capital Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Column Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
GLG LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Baird Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Corient Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
R&F Capital Advisors LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
Pflug Koory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
PRIO WEALTH LIMITED PARTNERSHIP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
NS Partners Ltd | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
ICON ADVISERS INC/CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q2 2017 | 1 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Certified Advisory Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Sculptor Capital LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
QUANTRES ASSET MANAGEMENT Ltd | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2014 | Q3 2014 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
CARDEROCK CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Alexandria Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2013 | Q4 2013 | 1 |
SAROFIM FAYEZ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q4 2012 | 1 |
Robeco Institutional Asset Management B.V. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
GUARDIAN INVESTMENT MANAGEMENT | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2013 | Q4 2013 | 1 |
PGIM Custom Harvest LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
WEDBUSH SECURITIES INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2014 | Q3 2014 | 1 |
MENORA MIVTACHIM HOLDINGS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Glovista Investments LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
Cumberland Partners Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2014 | Q4 2014 | 1 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Liontrust Investment Partners LLP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
OVERSEA-CHINESE BANKING Corp Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
CI INVESTMENTS INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
Ulrich Consultants & Investment Group, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q2 2022 | Q2 2022 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
HERMES INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2013 | Q2 2013 | 1 |
Visium Asset Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
GETCO Holding Company, LLC | 1 | 1 | 1.27% | 1.27% | 1.27% | Q2 2013 | Q2 2013 | 1 |
Financial Freedom, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
WHITEBOX ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Inspire Investing, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
External links
This page lists all the filers that currently own AMERICA MOVIL SAB DE CV or have owned AMERICA MOVIL SAB DE CV in the past.