Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
WEST PACES ADVISORS INC. | 17 | 17 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q4 2022 | 17 |
WOLVERINE TRADING, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 15 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 15 |
Cutler Group LLC / CA | 5 | 5 | 0.00% | 0.01% | 0.05% | Q3 2022 | Q3 2023 | 15 |
Parallax Volatility Advisers, L.P. | 5 | 5 | 0.00% | 0.01% | 0.05% | Q3 2022 | Q3 2023 | 15 |
Citadel Advisors | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 13 |
D. E. Shaw & Co., Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 13 |
UBS Group AG | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 12 |
BANK OF AMERICA CORP /DE/ | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 12 |
Walleye Trading LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 11 |
Sutton Wealth Advisors Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 11 |
CAPITAL FUND MANAGEMENT S.A. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 10 |
Centiva Capital, LP | 4 | 4 | 0.02% | 0.36% | 1.41% | Q4 2022 | Q3 2023 | 10 |
HAP Trading, LLC | 4 | 4 | 0.00% | 0.01% | 0.03% | Q4 2022 | Q3 2023 | 9 |
Squarepoint Ops LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 9 |
PEAK6 Investments LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2023 | 9 |
Leucadia National | 3 | 3 | 0.00% | 0.01% | 0.03% | Q1 2023 | Q3 2023 | 8 |
Creative Planning | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 8 |
CLEAR STREET MARKETS LLC | 5 | 5 | 0.00% | 0.01% | 0.03% | Q3 2022 | Q3 2023 | 7 |
NOMURA HOLDINGS INC | 4 | 4 | 0.00% | 0.02% | 0.05% | Q4 2022 | Q3 2023 | 7 |
GOLDMAN SACHS GROUP INC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 7 |
TWO SIGMA SECURITIES, LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q3 2022 | Q1 2023 | 6 |
Versant Capital Management, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2023 | 6 |
MILLENNIUM MANAGEMENT LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2022 | Q3 2023 | 6 |
Capital Investment Advisors, LLC | 6 | 6 | 0.05% | 0.06% | 0.06% | Q3 2022 | Q4 2023 | 6 |
OPTIMUM INVESTMENT ADVISORS | 6 | 6 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q4 2023 | 6 |
BALDWIN BROTHERS LLC/MA | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q4 2023 | 6 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.02% | 0.05% | Q3 2022 | Q3 2023 | 6 |
BARCLAYS PLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 6 |
HOLLENCREST CAPITAL MANAGEMENT | 5 | 5 | 0.00% | 0.22% | 0.80% | Q3 2022 | Q3 2023 | 6 |
MASSMUTUAL TRUST CO FSB/ADV | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2023 | 6 |
DnB Asset Management AS | 6 | 6 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q4 2023 | 6 |
Founders Capital Management | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2023 | 6 |
AE Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
WELLS FARGO & COMPANY/MN | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
PROFUND ADVISORS LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Alberta Investment Management Corp | 5 | 5 | 0.01% | 0.02% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Arizona State Retirement System | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
EVOKE WEALTH, LLC | 5 | 5 | 0.10% | 0.11% | 0.13% | Q3 2022 | Q3 2023 | 5 |
Asset Dedication, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
FRANKLIN RESOURCES INC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
FIRST MANHATTAN CO. LLC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Gulf International Bank (UK) Ltd | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
MetLife Investment Management, LLC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Utah Retirement Systems | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
AMERICAN INTERNATIONAL GROUP, INC. | 5 | 5 | 0.08% | 0.09% | 0.11% | Q3 2022 | Q3 2023 | 5 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Maryland State Retirement & Pension System | 5 | 5 | 0.02% | 0.02% | 0.05% | Q3 2022 | Q3 2023 | 5 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 5 | 5 | 0.06% | 0.08% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 5 | 5 | 0.00% | 0.01% | 0.05% | Q3 2022 | Q3 2023 | 5 |
MORGAN STANLEY | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Bogart Wealth, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
US BANCORP \DE\ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
KARPAS STRATEGIES, LLC | 5 | 5 | 1.05% | 1.16% | 1.23% | Q3 2022 | Q3 2023 | 5 |
Hexagon Capital Partners LLC | 5 | 5 | 0.01% | 0.01% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Avior Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Values First Advisors, Inc. | 5 | 5 | 0.17% | 0.24% | 0.28% | Q3 2022 | Q3 2023 | 5 |
Ensign Peak Advisors, Inc | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
ENVESTNET ASSET MANAGEMENT INC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
VALLEY NATIONAL ADVISERS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Lido Advisors, LLC | 5 | 5 | 0.03% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Williams Jones Wealth Management, LLC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Deseret Mutual Benefit Administrators | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
PRINCIPAL FINANCIAL GROUP INC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Schonfeld Strategic Advisors LLC | 5 | 5 | 0.02% | 0.13% | 0.21% | Q3 2022 | Q3 2023 | 5 |
Plante Moran Financial Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
DEUTSCHE BANK AG\ | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Cetera Advisor Networks LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
M&R CAPITAL MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
B. Riley Wealth Advisors, Inc. | 5 | 5 | 0.01% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Clearstead Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
CITY HOLDING CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
EVERMAY WEALTH MANAGEMENT LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Candriam S.C.A. | 5 | 5 | 0.01% | 0.04% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Guidance Point Advisors, LLC | 5 | 5 | 0.09% | 0.12% | 0.13% | Q3 2022 | Q3 2023 | 5 |
XPONANCE, INC. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
HARBOR INVESTMENT ADVISORY, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Triad Investment Management | 5 | 5 | 1.24% | 1.34% | 1.46% | Q3 2022 | Q3 2023 | 5 |
Equitable Holdings, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Allspring Global Investments Holdings, LLC | 5 | 5 | 0.44% | 0.51% | 0.56% | Q3 2022 | Q3 2023 | 5 |
GEODE CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
CWM, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
LSV ASSET MANAGEMENT | 5 | 5 | 0.14% | 0.16% | 0.19% | Q3 2022 | Q3 2023 | 5 |
TOMPKINS FINANCIAL CORP | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q4 2023 | 5 |
PARK AVENUE SECURITIES LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Amundi | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
JFS WEALTH ADVISORS, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Advisory Services Network, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
APG Asset Management N.V. | 5 | 5 | 0.00% | 0.02% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Raymond James Financial Services Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
STATE STREET CORP | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Tortoise Investment Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
JOHNSON INVESTMENT COUNSEL INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
HOWARD FINANCIAL SERVICES, LTD. | 5 | 5 | 0.10% | 0.10% | 0.11% | Q3 2022 | Q3 2023 | 5 |
PFS Partners, LLC | 5 | 5 | 0.05% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Farmers & Merchants Trust Co of Chambersburg PA | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
TRUIST FINANCIAL CORP | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
AllSquare Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Retirement Systems of Alabama | 5 | 5 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
MONTAG A & ASSOCIATES INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Kovack Advisors, Inc. | 5 | 5 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Invesco Ltd. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
TOWNSQUARE CAPITAL LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Dana Investment Advisors, Inc. | 5 | 5 | 0.05% | 0.07% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Bank of New York Mellon Corp | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
D.A. DAVIDSON & CO. | 5 | 5 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Western Wealth Management, LLC | 5 | 5 | 0.06% | 0.07% | 0.09% | Q3 2022 | Q3 2023 | 5 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 5 | 5 | 0.05% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 5 | 5 | 0.02% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
VOYA INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
M&T BANK CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Mascoma Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
HM PAYSON & CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
EVERGREEN CAPITAL MANAGEMENT LLC | 5 | 5 | 0.27% | 0.32% | 0.38% | Q3 2022 | Q3 2023 | 5 |
JANE STREET GROUP, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
abrdn plc | 5 | 5 | 0.00% | 0.01% | 0.03% | Q3 2022 | Q3 2023 | 5 |
State of Tennessee, Treasury Department | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 5 | 5 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
PSI Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 5 | 5 | 0.01% | 0.01% | 0.04% | Q3 2022 | Q3 2023 | 5 |
PRUDENTIAL FINANCIAL INC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
DekaBank Deutsche Girozentrale | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
ROTHSCHILD INVESTMENT LLC /IL | 5 | 5 | 0.30% | 0.34% | 0.39% | Q3 2022 | Q3 2023 | 5 |
Strategic Blueprint, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
FIL Ltd | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
SIGNATUREFD, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
CI INVESTMENTS INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
H&H Retirement Design & Management INC | 5 | 5 | 0.16% | 0.20% | 0.27% | Q3 2022 | Q3 2023 | 5 |
Pinnacle Wealth Planning Services, Inc. | 5 | 5 | 0.03% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 5 |
KBC Group NV | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Illinois Municipal Retirement Fund | 5 | 5 | 0.07% | 0.11% | 0.13% | Q3 2022 | Q3 2023 | 5 |
Gradient Investments LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Cambridge Investment Research Advisors, Inc. | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Neuberger Berman Group LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Raleigh Capital Management Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Russell Investments Group, Ltd. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
OSAIC HOLDINGS, INC. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Beaird Harris Wealth Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
ShoreHaven Wealth Partners, LLC | 5 | 5 | 0.13% | 0.14% | 0.15% | Q3 2022 | Q3 2023 | 5 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 5 | 5 | 0.07% | 0.08% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Rock Point Advisors, LLC | 5 | 5 | 1.01% | 1.14% | 1.20% | Q3 2022 | Q3 2023 | 5 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
SEI INVESTMENTS CO | 5 | 5 | 0.00% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Private Advisor Group, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Larson Financial Group LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Mitsubishi UFJ Trust & Banking Corp | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Bell Bank | 5 | 5 | 0.23% | 0.24% | 0.26% | Q3 2022 | Q3 2023 | 5 |
CAPTRUST FINANCIAL ADVISORS | 5 | 5 | 0.00% | 0.02% | 0.07% | Q3 2022 | Q3 2023 | 5 |
NATIXIS ADVISORS, L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
JPMORGAN CHASE & CO | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Catalyst Capital Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Integrated Wealth Concepts LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Tradewinds Capital Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Asset Management One Co., Ltd. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
NATIONAL BANK OF CANADA /FI/ | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Edgewood Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
FEDERATED HERMES, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
COMMONWEALTH EQUITY SERVICES, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
SG Americas Securities, LLC | 5 | 5 | 0.00% | 0.04% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Newbridge Financial Services Group, Inc. | 5 | 5 | 0.04% | 0.08% | 0.11% | Q3 2022 | Q3 2023 | 5 |
All Season Financial Advisors, Inc. | 5 | 5 | 0.27% | 0.36% | 0.50% | Q3 2022 | Q3 2023 | 5 |
PRICE T ROWE ASSOCIATES INC /MD/ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Investors Research Corp | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
CREDIT SUISSE AG/ | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
CITIGROUP INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
THOMPSON SIEGEL & WALMSLEY LLC | 5 | 5 | 0.00% | 0.41% | 0.71% | Q3 2022 | Q3 2023 | 5 |
Mirae Asset Global Investments Co., Ltd. | 5 | 5 | 0.02% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Key Client Fiduciary Advisors, LLC | 5 | 5 | 1.77% | 1.98% | 2.43% | Q3 2022 | Q3 2023 | 5 |
JANUS HENDERSON GROUP PLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Gould Capital, LLC | 5 | 5 | 0.05% | 0.06% | 0.06% | Q3 2022 | Q3 2023 | 5 |
ALLIANCEBERNSTEIN L.P. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Bell Investment Advisors, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Prestige Wealth Management Group LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Louisiana State Employees Retirement System | 5 | 5 | 0.06% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Highlander Capital Management, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Tradition Wealth Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
STRS OHIO | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
TOTH FINANCIAL ADVISORY CORP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 5 | 5 | 0.10% | 0.15% | 0.17% | Q3 2022 | Q3 2023 | 5 |
Penserra Capital Management LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
FMR LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
INTECH INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
SRS Capital Advisors, Inc. | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Banque Cantonale Vaudoise | 5 | 5 | 0.02% | 0.04% | 0.08% | Q3 2022 | Q3 2023 | 5 |
SkyOak Wealth, LLC | 5 | 5 | 0.08% | 0.13% | 0.16% | Q3 2022 | Q3 2023 | 5 |
TSFG, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
ROCKY MOUNTAIN ADVISERS, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Lebenthal Global Advisors, LLC | 5 | 5 | 0.21% | 0.22% | 0.24% | Q3 2022 | Q3 2023 | 5 |
FORSTA AP-FONDEN | 5 | 5 | 0.05% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
ROYAL BANK OF CANADA | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Parallel Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
State of Alaska, Department of Revenue | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
THRIVENT FINANCIAL FOR LUTHERANS | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
TCW GROUP INC | 5 | 5 | 0.01% | 0.02% | 0.08% | Q3 2022 | Q3 2023 | 5 |
State of New Jersey Common Pension Fund D | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Pekin Hardy Strauss, Inc. | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Vanguard Personalized Indexing Management, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
VANGUARD GROUP INC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Cedar Wealth Management, LLC | 5 | 5 | 0.26% | 0.32% | 0.47% | Q3 2022 | Q3 2023 | 5 |
CIBC Asset Management Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Desjardins Global Asset Management Inc. | 5 | 5 | 0.00% | 0.10% | 0.30% | Q3 2022 | Q3 2023 | 5 |
Jackson Hole Capital Partners, LLC | 5 | 5 | 0.41% | 0.44% | 0.52% | Q3 2022 | Q3 2023 | 5 |
WealthTrust Axiom LLC | 5 | 5 | 0.23% | 0.24% | 0.25% | Q3 2022 | Q3 2023 | 5 |
FORTEM FINANCIAL GROUP, LLC | 5 | 5 | 0.54% | 0.97% | 1.30% | Q3 2022 | Q3 2023 | 5 |
Next Level Private LLC | 5 | 5 | 0.16% | 0.18% | 0.21% | Q3 2022 | Q3 2023 | 5 |
VICTORY CAPITAL MANAGEMENT INC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
PNC FINANCIAL SERVICES GROUP, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
FIRETHORN WEALTH PARTNERS, LLC | 5 | 5 | 0.02% | 0.20% | 0.33% | Q3 2022 | Q3 2023 | 5 |
QUADRANT CAPITAL GROUP LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Compass Financial Group, INC/SD | 5 | 5 | 0.81% | 0.99% | 1.24% | Q4 2022 | Q4 2023 | 5 |
GHP Investment Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Beacon Financial Advisory LLC | 5 | 5 | 0.16% | 0.19% | 0.22% | Q3 2022 | Q3 2023 | 5 |
Cetera Investment Advisers | 5 | 5 | 0.00% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Core Wealth Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
DENALI ADVISORS LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Jupiter Wealth Management LLC | 5 | 5 | 0.14% | 0.17% | 0.21% | Q3 2022 | Q3 2023 | 5 |
WELLINGTON MANAGEMENT GROUP LLP | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
PROFFITT & GOODSON INC | 5 | 5 | 0.03% | 0.13% | 0.20% | Q3 2022 | Q3 2023 | 5 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
AMF Tjanstepension AB | 5 | 5 | 0.08% | 0.10% | 0.11% | Q3 2022 | Q3 2023 | 5 |
Allianz Asset Management GmbH | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Mn Services Vermogensbeheer B.V. | 5 | 5 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
FARMERS & MERCHANTS INVESTMENTS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Atria Wealth Solutions, Inc. | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Mitsubishi UFJ Asset Management Co., Ltd. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
American Financial Advisors, LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
ProShare Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
JNBA Financial Advisors | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Global Wealth Management Investment Advisory, Inc. | 5 | 5 | 0.07% | 0.08% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Delos Wealth Advisors, LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Handelsbanken Fonder AB | 5 | 5 | 0.01% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 5 |
North Star Investment Management Corp. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
EverSource Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Livforsakringsbolaget Skandia, Omsesidigt | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Rockefeller Capital Management L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Covestor Ltd | 5 | 5 | 0.08% | 0.13% | 0.19% | Q3 2022 | Q3 2023 | 5 |
Cetera Advisors LLC | 5 | 5 | 0.00% | 0.12% | 0.18% | Q3 2022 | Q3 2023 | 5 |
HAZLETT, BURT & WATSON, INC. | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
ROYAL LONDON ASSET MANAGEMENT LTD | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
FIRST TRUST ADVISORS LP | 5 | 5 | 0.00% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Coston, McIsaac & Partners | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
HUNTINGTON NATIONAL BANK | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
RS CRUM INC. | 5 | 5 | 0.18% | 0.21% | 0.26% | Q3 2022 | Q3 2023 | 5 |
SHELL ASSET MANAGEMENT CO | 5 | 5 | 0.04% | 0.05% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Daiwa Securities Group Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Mutual Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
KEYBANK NATIONAL ASSOCIATION/OH | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Tower Research Capital LLC (TRC) | 5 | 5 | 0.01% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Sheaff Brock Investment Advisors, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
OSSIAM | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
CENTRAL TRUST Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
NISA INVESTMENT ADVISORS, LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Johnson Midwest Financial, LLC | 5 | 5 | 0.06% | 0.16% | 0.26% | Q3 2022 | Q3 2023 | 5 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
SeaCrest Wealth Management, LLC | 5 | 5 | 0.06% | 0.11% | 0.13% | Q3 2022 | Q3 2023 | 5 |
VAN ECK ASSOCIATES CORP | 5 | 5 | 0.05% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Clearstead Trust, LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Steward Partners Investment Advisory, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
SALEM INVESTMENT COUNSELORS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
AMALGAMATED BANK | 5 | 5 | 0.05% | 0.06% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Robeco Institutional Asset Management B.V. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
NEW YORK STATE COMMON RETIREMENT FUND | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Truvestments Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
MERCER GLOBAL ADVISORS INC /ADV | 5 | 5 | 0.02% | 0.05% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Moloney Securities Asset Management, LLC | 5 | 5 | 0.05% | 0.06% | 0.08% | Q3 2022 | Q3 2023 | 5 |
PRUDENTIAL PLC | 5 | 5 | 0.01% | 0.01% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Aspire Private Capital, LLC | 5 | 5 | 0.00% | 0.02% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Stonebridge Capital Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Vestcor Inc | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Ameritas Investment Partners, Inc. | 5 | 5 | 0.08% | 0.09% | 0.11% | Q3 2022 | Q3 2023 | 5 |
Carmichael Hill & Associates, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Skandinaviska Enskilda Banken AB (publ) | 5 | 5 | 0.02% | 0.05% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Korea Investment CORP | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
BlackRock Inc. | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Cedar Mountain Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
PIN OAK INVESTMENT ADVISORS INC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Global Retirement Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Legal & General Group Plc | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Sigma Planning Corp | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
NOMURA ASSET MANAGEMENT CO LTD | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
J.P. Morgan Private Wealth Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
LPL Financial LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Impax Asset Management Group plc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Bramshill Investments, LLC | 5 | 5 | 0.19% | 0.30% | 0.44% | Q3 2022 | Q3 2023 | 5 |
Advisors Asset Management, Inc. | 5 | 5 | 0.10% | 0.19% | 0.26% | Q3 2022 | Q3 2023 | 5 |
AVANTAX ADVISORY SERVICES, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 5 | 5 | 0.00% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
STIFEL FINANCIAL CORP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Allworth Financial LP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Wealthfront Advisers LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Antonetti Capital Management LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Lindbrook Capital, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
TEXAS PERMANENT SCHOOL FUND CORP | 5 | 5 | 0.08% | 0.08% | 0.10% | Q3 2022 | Q3 2023 | 5 |
LINCOLN NATIONAL CORP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
HSBC HOLDINGS PLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
STATE OF WISCONSIN INVESTMENT BOARD | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Stephens Consulting, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Baird Financial Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
AMERIPRISE FINANCIAL INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Glassman Wealth Services | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
NORTHERN TRUST CORP | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
NORDEA INVESTMENT MANAGEMENT AB | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
HighTower Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Ethic Inc. | 5 | 5 | 0.01% | 0.03% | 0.05% | Q3 2022 | Q3 2023 | 5 |
FIFTH THIRD BANCORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
RHUMBLINE ADVISERS | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
West Branch Capital LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
AVIVA PLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Sumitomo Mitsui Trust Holdings, Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Treasurer of the State of North Carolina | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
IFM Investors Pty Ltd | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Holocene Advisors, LP | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
MACQUARIE GROUP LTD | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
TOBAM | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Nuveen Asset Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Tredje AP-fonden | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
CULLEN/FROST BANKERS, INC. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
MERIDIAN INVESTMENT COUNSEL INC. | 5 | 5 | 0.07% | 0.13% | 0.19% | Q3 2022 | Q3 2023 | 5 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 5 | 5 | 0.22% | 0.23% | 0.24% | Q3 2022 | Q3 2023 | 5 |
RAYMOND JAMES & ASSOCIATES | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
GATEWAY INVESTMENT ADVISERS LLC | 5 | 5 | 0.01% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 5 |
GUGGENHEIM CAPITAL LLC | 5 | 5 | 0.01% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Parkside Financial Bank & Trust | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Archer Investment Corp | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
WEDBUSH SECURITIES INC | 5 | 5 | 0.04% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
YOUSIF CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.06% | 0.07% | 0.07% | Q3 2022 | Q3 2023 | 5 |
DT Investment Partners, LLC | 5 | 5 | 0.13% | 0.15% | 0.24% | Q3 2022 | Q3 2023 | 5 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Byrne Asset Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
Soltis Investment Advisors LLC | 4 | 4 | 0.02% | 0.05% | 0.08% | Q3 2022 | Q2 2023 | 4 |
ALPS ADVISORS INC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
AXA S.A. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 4 |
Belpointe Asset Management LLC | 3 | 1 | 0.03% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
BDO Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.13% | 0.24% | 0.32% | Q4 2022 | Q3 2023 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BALYASNY ASSET MANAGEMENT L.P. | 4 | 4 | 0.00% | 0.09% | 0.15% | Q4 2022 | Q3 2023 | 4 |
PICTET ASSET MANAGEMENT SA | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
Wedmont Private Capital | 4 | 4 | 0.04% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
UBS ASSET MANAGEMENT AMERICAS INC | 3 | 1 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 4 |
EMG Holdings, L.P. | 2 | 1 | 0.71% | 3.62% | 5.10% | Q3 2022 | Q2 2023 | 4 |
SECURIAN ASSET MANAGEMENT, INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
JTC Employer Solutions Trustee Ltd | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
PFG Private Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
First Trust Direct Indexing L.P. | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
COMERICA BANK | 2 | 2 | 0.00% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 4 |
GPS Wealth Strategies Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 4 |
LVZ, Inc. | 4 | 4 | 0.12% | 0.17% | 0.21% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
PL Capital Advisors, LLC | 4 | 4 | 0.58% | 0.70% | 0.80% | Q4 2022 | Q3 2023 | 4 |
MARSHALL WACE, LLP | 4 | 4 | 0.10% | 0.28% | 0.40% | Q3 2022 | Q2 2023 | 4 |
WEBSTER BANK, N. A. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
WASHINGTON TRUST Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Blue Trust, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Luken Investment Analytics, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Garden State Investment Advisory Services LLC | 4 | 4 | 0.09% | 0.10% | 0.14% | Q4 2022 | Q3 2023 | 4 |
ING GROEP NV | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Alaska Permanent Fund Corp | 2 | 2 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 4 |
TD ASSET MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
KENFARB & CO. | 4 | 4 | 0.22% | 0.23% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Andra AP-fonden | 4 | 4 | 0.15% | 0.17% | 0.18% | Q3 2022 | Q2 2023 | 4 |
WMG Financial Advisors, LLC | 4 | 4 | 0.29% | 0.32% | 0.36% | Q4 2022 | Q3 2023 | 4 |
WESBANCO BANK INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
BANK OF MONTREAL /CAN/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Solidarity Wealth, LLC | 3 | 1 | 0.18% | 0.23% | 0.31% | Q3 2022 | Q3 2023 | 4 |
Sowell Financial Services LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
PRIVATE TRUST CO NA | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
USS Investment Management Ltd | 4 | 4 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q2 2023 | 4 |
Castleview Partners, LLC | 3 | 1 | 0.00% | 0.21% | 0.29% | Q3 2022 | Q3 2023 | 4 |
NFJ INVESTMENT GROUP, LLC | 4 | 4 | 0.24% | 0.25% | 0.26% | Q4 2022 | Q3 2023 | 4 |
FWL INVESTMENT MANAGEMENT, LLC | 4 | 4 | 1.98% | 4.62% | 6.08% | Q4 2022 | Q3 2023 | 4 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 4 | 4 | 0.01% | 0.08% | 0.11% | Q3 2022 | Q2 2023 | 4 |
Cerity Partners LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Horan Securities, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Stratos Wealth Partners, LTD. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 4 |
VisionPoint Advisory Group, LLC | 4 | 4 | 1.27% | 1.41% | 1.63% | Q4 2022 | Q3 2023 | 4 |
PANAGORA ASSET MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Focused Wealth Management, Inc | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
HBK INVESTMENTS L P | 3 | 3 | 0.01% | 0.03% | 0.06% | Q1 2023 | Q3 2023 | 4 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.05% | 0.12% | Q3 2022 | Q3 2023 | 4 |
Lumature Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
AdvisorNet Financial, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Crewe Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Janney Montgomery Scott LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 4 |
AXS Investments LLC | 3 | 1 | 0.12% | 0.40% | 1.02% | Q3 2022 | Q3 2023 | 4 |
TORONTO DOMINION BANK | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
GREAT VALLEY ADVISOR GROUP, INC. | 4 | 4 | 0.01% | 0.02% | 0.05% | Q3 2022 | Q2 2023 | 4 |
Carnegie Capital Asset Management, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q2 2023 | 4 |
Perigon Wealth Management, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
BerganKDV Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
SHELTON CAPITAL MANAGEMENT | 4 | 4 | 0.02% | 0.02% | 0.05% | Q4 2022 | Q3 2023 | 4 |
JANICZEK WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Horizon Investments, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 4 |
Riverview Trust Co | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
HARBOUR INVESTMENTS, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
BARRETT & COMPANY, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
IFP Advisors, Inc | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Family Asset Management, LLC | 4 | 4 | 0.31% | 0.41% | 0.56% | Q4 2022 | Q3 2023 | 4 |
First Command Financial Services, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Tyler-Stone Wealth Management | 2 | 2 | 0.18% | 0.23% | 0.28% | Q3 2022 | Q3 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
West Wealth Group, LLC | 4 | 4 | 0.09% | 0.10% | 0.11% | Q3 2022 | Q2 2023 | 4 |
FinTrust Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
PEAPACK GLADSTONE FINANCIAL CORP | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 4 |
AlphaCentric Advisors LLC | 4 | 4 | 0.42% | 0.59% | 0.78% | Q3 2022 | Q2 2023 | 4 |
Founders Financial Alliance, LLC | 4 | 4 | 0.18% | 0.24% | 0.27% | Q3 2022 | Q2 2023 | 4 |
Golden Green, Inc. | 4 | 4 | 0.60% | 1.23% | 1.50% | Q4 2022 | Q3 2023 | 4 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 4 |
First Command Bank | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Verition Fund Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Wealthcare Advisory Partners LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Capital Advisors, Ltd. LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MML INVESTORS SERVICES, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 4 |
CENTAURUS FINANCIAL, INC. | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
CAAS CAPITAL MANAGEMENT LP | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q2 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Edgestream Partners, L.P. | 3 | 1 | 0.18% | 0.26% | 0.38% | Q3 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
ATTICUS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
OLD NATIONAL BANCORP /IN/ | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Continuum Advisory, LLC | 4 | 4 | 0.25% | 0.42% | 0.50% | Q4 2022 | Q3 2023 | 4 |
Pacer Advisors, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Cowen Prime Advisors LLC | 4 | 4 | 0.03% | 0.08% | 0.10% | Q3 2022 | Q2 2023 | 4 |
Bridgecreek Investment Management, LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Beacon Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
McAdam, LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 4 |
MISSION WEALTH MANAGEMENT, LP | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 4 |
Bartlett & Co. LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
Mount Lucas Management LP | 3 | 3 | 0.75% | 1.02% | 1.31% | Q1 2023 | Q3 2023 | 3 |
Bayesian Capital Management, LP | 3 | 3 | 0.03% | 0.09% | 0.14% | Q4 2022 | Q2 2023 | 3 |
REGIONS FINANCIAL CORP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Rise Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Autumn Glory Partners, LLC | 3 | 3 | 0.20% | 0.27% | 0.38% | Q3 2022 | Q1 2023 | 3 |
WRIGHT INVESTORS SERVICE INC | 3 | 3 | 0.23% | 0.27% | 0.31% | Q4 2022 | Q2 2023 | 3 |
Samalin Investment Counsel, LLC | 3 | 3 | 0.13% | 0.14% | 0.14% | Q1 2023 | Q3 2023 | 3 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 3 |
Financial Connections Group, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Alan B Lancz & Associates, Inc. | 3 | 3 | 0.17% | 0.18% | 0.20% | Q3 2022 | Q1 2023 | 3 |
Cresset Asset Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q1 2023 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
WEALTH EFFECTS LLC | 3 | 3 | 0.10% | 0.13% | 0.15% | Q3 2022 | Q1 2023 | 3 |
Western Pacific Wealth Management, LP | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Ellevest, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q1 2023 | 3 |
CreativeOne Wealth, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Old Port Advisors | 2 | 1 | 0.37% | 0.39% | 0.43% | Q4 2022 | Q3 2023 | 3 |
TCI Wealth Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q1 2023 | 3 |
COMMERCE BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
BESSEMER GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Strait & Sound Wealth Management LLC | 3 | 3 | 0.21% | 0.35% | 0.48% | Q4 2022 | Q2 2023 | 3 |
Caption Management, LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
M Holdings Securities, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q1 2023 | 3 |
IBEX WEALTH ADVISORS | 2 | 1 | 0.33% | 1.08% | 1.52% | Q4 2022 | Q3 2023 | 3 |
GROUP ONE TRADING, L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
KG&L Capital Management,LLC | 3 | 3 | 0.15% | 0.20% | 0.27% | Q1 2023 | Q3 2023 | 3 |
WESTPAC BANKING CORP | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q1 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Kozak & Associates, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
ORG Partners LLC | 3 | 3 | 0.07% | 0.09% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Arete Wealth Advisors, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
MRP Capital Investments, LLC | 3 | 3 | 0.09% | 0.23% | 0.32% | Q4 2022 | Q2 2023 | 3 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Wedgewood Partners | 3 | 3 | 0.05% | 0.06% | 0.07% | Q3 2022 | Q1 2023 | 3 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MATHER GROUP, LLC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Integrated Advisors Network LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q2 2023 | 3 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.02% | 0.06% | Q3 2022 | Q2 2023 | 3 |
HST Ventures, LLC | 3 | 3 | 1.41% | 2.38% | 3.32% | Q1 2023 | Q3 2023 | 3 |
UBS OCONNOR LLC | 3 | 3 | 0.17% | 0.19% | 0.22% | Q1 2023 | Q3 2023 | 3 |
LAZARD ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Accel Wealth Management | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q1 2023 | 3 |
1832 Asset Management L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Financial Management Professionals, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Brookfield Asset Management | 2 | 1 | 0.00% | 0.02% | 0.04% | Q3 2022 | Q2 2023 | 3 |
Achmea Investment Management B.V. | 2 | 1 | 0.02% | 0.18% | 0.38% | Q3 2022 | Q3 2023 | 3 |
BANQUE PICTET & CIE SA | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q1 2023 | 3 |
VPR Management LLC | 3 | 3 | 0.14% | 0.16% | 0.18% | Q1 2023 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.06% | 0.06% | 0.08% | Q1 2023 | Q3 2023 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.05% | 0.06% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Syverson Strege & Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Ten Capital Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Cornerstone Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q1 2023 | 3 |
GODSEY & GIBB, INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Baker Avenue Asset Management, LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Ziegler Capital Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
KING LUTHER CAPITAL MANAGEMENT CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BLAIR WILLIAM & CO/IL | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Echo Street Capital Management LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 3 |
Walleye Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 3 |
CANADA PENSION PLAN INVESTMENT BOARD | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q1 2023 | 3 |
TUCKER ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 3 |
Lee Financial Co | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Freestone Capital Holdings, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q1 2023 | 3 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Engineers Gate Manager LP | 2 | 1 | 0.01% | 0.03% | 0.09% | Q3 2022 | Q3 2023 | 3 |
MACKENZIE FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
HBK Sorce Advisory LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Worth Asset Management, LLC | 3 | 3 | 0.08% | 0.11% | 0.12% | Q3 2022 | Q1 2023 | 3 |
Strategic Income Management, LLC | 3 | 3 | 5.09% | 11.04% | 15.72% | Q1 2023 | Q3 2023 | 3 |
Pictet North America Advisors SA | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q4 2022 | 2 |
Global Assets Advisory, LLC | 2 | 2 | 0.24% | 0.26% | 0.28% | Q3 2022 | Q4 2022 | 2 |
Chiron Investment Management, LLC | 2 | 2 | 1.90% | 2.52% | 3.13% | Q3 2022 | Q4 2022 | 2 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 2 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 0.42% | 0.43% | 0.43% | Q4 2022 | Q2 2023 | 2 |
GraniteShares Advisors LLC | 2 | 2 | 0.33% | 0.40% | 0.48% | Q3 2022 | Q4 2022 | 2 |
First Horizon Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
MIRABELLA FINANCIAL SERVICES LLP | 2 | 2 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q4 2022 | 2 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Pearl River Capital, LLC | 2 | 2 | 0.06% | 0.11% | 0.16% | Q3 2022 | Q4 2022 | 2 |
Ancora Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Quantitative Investment Management, LLC | 1 | 1 | 0.06% | 0.11% | 0.15% | Q3 2022 | Q2 2023 | 2 |
Anchor Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 2 |
IHT Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q4 2022 | 2 |
RITHOLTZ WEALTH MANAGEMENT | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
ST GERMAIN D J CO INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SFI Advisors, LLC | 2 | 2 | 0.31% | 0.32% | 0.32% | Q1 2023 | Q2 2023 | 2 |
Prospera Financial Services Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
BECK CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.93% | 0.97% | 1.01% | Q2 2023 | Q3 2023 | 2 |
Pinnacle Bancorp, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Zions Bancorporation, N.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Coastwise Capital Group, LLC | 2 | 2 | 0.30% | 0.32% | 0.35% | Q2 2023 | Q3 2023 | 2 |
Paradigm Financial Partners, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
TRUSTCORE FINANCIAL SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
WESTWOOD HOLDINGS GROUP INC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q3 2022 | Q4 2022 | 2 |
Sanctuary Wealth Management, L.L.C. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2010 | Q4 2022 | 2 |
Triumph Capital Management | 2 | 2 | 0.13% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
MidWestOne Financial Group, Inc. | 2 | 2 | 0.09% | 0.12% | 0.15% | Q3 2022 | Q4 2022 | 2 |
B. Metzler seel. Sohn & Co. AG | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
SouthState Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Burns Matteson Capital Management, LLC | 1 | 1 | 0.33% | 0.39% | 0.46% | Q3 2021 | Q4 2022 | 2 |
Altshuler Shaham Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Swiss National Bank | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
DUPONT CAPITAL MANAGEMENT CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Virtu Financial LLC | 2 | 2 | 0.05% | 0.07% | 0.10% | Q2 2023 | Q3 2023 | 2 |
BRAVE ASSET MANAGEMENT INC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q3 2022 | Q4 2022 | 2 |
O'Dell Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q2 2023 | 2 |
PGGM Investments | 2 | 2 | 0.00% | 0.02% | 0.04% | Q4 2022 | Q1 2023 | 2 |
Bridgewater Associates | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Hartford Financial Management Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Colonial Trust Co / SC | 2 | 2 | 0.02% | 0.05% | 0.08% | Q3 2022 | Q4 2022 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
EMERALD MUTUAL FUND ADVISERS TRUST | 2 | 2 | 0.00% | 0.02% | 0.04% | Q4 2022 | Q1 2023 | 2 |
JUPITER ASSET MANAGEMENT LTD | 2 | 2 | 0.00% | 0.10% | 0.19% | Q3 2022 | Q4 2022 | 2 |
SteelPeak Wealth, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Partners Group Holding AG | 2 | 2 | 0.27% | 0.31% | 0.36% | Q3 2022 | Q4 2022 | 2 |
MONEY CONCEPTS CAPITAL CORP | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Tidal Investments LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.02% | 0.07% | 0.11% | Q3 2022 | Q2 2023 | 2 |
WINTON GROUP Ltd | 1 | 1 | 0.02% | 0.06% | 0.11% | Q3 2022 | Q1 2023 | 2 |
Arkos Global Advisors | 2 | 2 | 0.06% | 0.06% | 0.07% | Q3 2022 | Q4 2022 | 2 |
SEEYOND | 2 | 2 | 0.14% | 0.14% | 0.14% | Q3 2022 | Q4 2022 | 2 |
METEORA CAPITAL, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 2 |
Schechter Investment Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
ZRC WEALTH MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
HB Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Almitas Capital LLC | 2 | 2 | 2.08% | 3.96% | 5.83% | Q1 2023 | Q2 2023 | 2 |
Dynamic Advisor Solutions LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
TRANSCEND CAPITAL ADVISORS, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
M&G INVESTMENT MANAGEMENT LTD | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
COLDSTREAM CAPITAL MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Vident Investment Advisory, LLC | 2 | 2 | 0.01% | 0.04% | 0.08% | Q3 2022 | Q4 2022 | 2 |
LBP AM SA | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
BANK OF NOVA SCOTIA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Paragon Capital Management Ltd | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Qube Research & Technologies Ltd | 1 | 1 | 0.04% | 0.13% | 0.22% | Q3 2022 | Q1 2023 | 2 |
Lafayette Investments | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Red Tortoise LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SJS Investment Consulting Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Oder Investment Management, LLC | 2 | 2 | 0.56% | 0.57% | 0.59% | Q2 2023 | Q3 2023 | 2 |
DoubleLine ETF Adviser LP | 2 | 2 | 0.19% | 0.21% | 0.22% | Q4 2022 | Q1 2023 | 2 |
Slagle Financial, LLC | 2 | 2 | 0.92% | 0.93% | 0.94% | Q2 2023 | Q3 2023 | 2 |
INCEPTIONR LLC | 2 | 2 | 0.16% | 0.37% | 0.58% | Q2 2023 | Q3 2023 | 2 |
NORGES BANK | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.09% | 0.15% | 0.22% | Q2 2023 | Q3 2023 | 2 |
RBF Capital, LLC | 2 | 2 | 0.04% | 0.07% | 0.09% | Q3 2022 | Q4 2022 | 2 |
TUDOR INVESTMENT CORP ET AL | 1 | 1 | 0.00% | 0.02% | 0.04% | Q3 2022 | Q2 2023 | 2 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 2 | 0.09% | 0.25% | 0.41% | Q1 2023 | Q2 2023 | 2 |
JAMES INVESTMENT RESEARCH INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Grove Bank & Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
UMB Bank, n.a. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
AustralianSuper Pty Ltd | 1 | 1 | 0.03% | 0.05% | 0.06% | Q3 2022 | Q1 2023 | 2 |
Atom Investors LP | 2 | 2 | 0.18% | 0.25% | 0.31% | Q1 2023 | Q2 2023 | 2 |
Castle Rock Wealth Management, LLC | 2 | 2 | 0.13% | 0.17% | 0.20% | Q3 2022 | Q4 2022 | 2 |
WOLVERINE ASSET MANAGEMENT LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q2 2023 | 2 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q1 2023 | 2 |
PEAK FINANCIAL ADVISORS LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2022 | Q3 2022 | 1 |
Investment Management Corp of Ontario | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Koshinski Asset Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
EARNEST PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Welch Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
STANSBERRY ASSET MANAGEMENT, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2022 | Q3 2022 | 1 |
Penn Mutual Asset Management, LLC | 1 | 1 | 1.99% | 1.99% | 1.99% | Q3 2022 | Q3 2022 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Lingohr Asset Management GmbH | 1 | 1 | 0.75% | 0.75% | 0.75% | Q3 2022 | Q3 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AJ WEALTH STRATEGIES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Hillsdale Investment Management Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
West Family Investments, Inc. | 1 | 1 | 0.80% | 0.80% | 0.80% | Q1 2023 | Q1 2023 | 1 |
Warther Private Wealth, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
Dai-ichi Life Insurance Company, Ltd | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2022 | Q3 2022 | 1 |
Heritage Trust Co | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Oak Thistle LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Neo Ivy Capital Management | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2023 | Q3 2023 | 1 |
Greenland Capital Management LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
IMC-Chicago, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
BlueSky Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Symphony Financial, Ltd. Co. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
Sugarloaf Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
EXCHANGE TRADED CONCEPTS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
55I, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
One Fin Capital Management LP | 1 | 1 | 1.52% | 1.52% | 1.52% | Q3 2022 | Q3 2022 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
OVERSEA-CHINESE BANKING Corp Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Bridgefront Capital, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2022 | Q4 2022 | 1 |
NATIXIS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AGF MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GLOBEFLEX CAPITAL L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Estate Counselors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2022 | Q3 2022 | 1 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2022 | Q4 2022 | 1 |
Avion Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cordatus Wealth Management LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Camelot Portfolios, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2022 | Q3 2022 | 1 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Mach-1 Financial Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Blueshift Asset Management, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2022 | Q3 2022 | 1 |
FORA Capital, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
DUALITY ADVISERS, LP | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2022 | Q3 2022 | 1 |
Herr Investment Group LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q1 2023 | Q1 2023 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Meiji Yasuda Asset Management Co Ltd. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Brown Shipley& Co Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
SEGALL BRYANT & HAMILL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FJ Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
Gotham Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
GREENLEAF TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Colonial Trust Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Perpetual Investment Management Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
HERITAGE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
American Portfolios Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
ICON ADVISERS INC/CO | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2022 | Q3 2022 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Reitz Capital Advisors LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2023 | Q3 2023 | 1 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2022 | Q3 2022 | 1 |
FourThought Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Baldrige Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Magnetar Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Core Wealth Partners LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2022 | Q4 2022 | 1 |
Meeder Advisory Services, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Hanson & Doremus Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Wagner Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Ahrens Investment Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Cubist Systematic Strategies, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Silicon Valley Capital Partners | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
TFC Financial Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
FIRST FOUNDATION ADVISORS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
HOEY INVESTMENTS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Balentine LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Selective Wealth Management, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Simplify Asset Management Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Donoghue Forlines LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
Lombard Odier Asset Management (Switzerland) SA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
Atomi Financial Group, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q1 2023 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2022 | Q3 2022 | 1 |
Metis Global Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Selway Asset Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
WHITTIER TRUST CO OF NEVADA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Deer Park Road Corp | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q4 2022 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Operose Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Alpha Paradigm Partners, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2022 | Q3 2022 | 1 |
D.B. Root & Company, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2022 | Q3 2022 | 1 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
ACADIAN ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Algebris (UK) Ltd | 1 | 1 | 4.06% | 4.06% | 4.06% | Q3 2023 | Q3 2023 | 1 |
OPSEU Pension Plan Trust Fund | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2022 | Q3 2022 | 1 |
ALLSTATE CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Point72 Hong Kong Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Elequin Capital, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Kestra Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Krane Funds Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Pensionfund Sabic | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2022 | Q3 2022 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
S.C. Financial Services, Inc. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2022 | Q4 2022 | 1 |
Verdence Capital Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Quantamental Technologies LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2022 | Q3 2022 | 1 |
Hudson Bay Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CoreFirst Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Worth Venture Partners, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
This page lists all the filers that currently own ANNALY CAPITAL MANAGEMENT IN or have owned ANNALY CAPITAL MANAGEMENT IN in the past.