Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 55 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 54 |
Walleye Trading LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 40 |
Cutler Group LLC / CA | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 35 |
JANE STREET GROUP, LLC | 17 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 31 |
BANK OF AMERICA CORP /DE/ | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 23 |
HAP Trading, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2023 | 22 |
DEUTSCHE BANK AG\ | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 20 |
MILLENNIUM MANAGEMENT LLC | 8 | 4 | 0.00% | 0.00% | 0.05% | Q1 2019 | Q3 2023 | 20 |
WELLS FARGO & COMPANY/MN | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 20 |
MAI Capital Management | 19 | 19 | 0.00% | 0.04% | 0.23% | Q1 2019 | Q3 2023 | 20 |
BANK OF MONTREAL /CAN/ | 16 | 2 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2023 | 20 |
CHICKASAW CAPITAL MANAGEMENT LLC | 19 | 19 | 1.21% | 2.10% | 4.27% | Q1 2019 | Q3 2023 | 19 |
Advisory Services Network, LLC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
STATE STREET CORP | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Nuveen Asset Management, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
RHUMBLINE ADVISERS | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 19 | 19 | 0.00% | 0.07% | 0.43% | Q1 2019 | Q3 2023 | 19 |
AMERICAN FINANCIAL GROUP INC | 19 | 19 | 0.01% | 0.05% | 0.09% | Q1 2019 | Q3 2023 | 19 |
UBS Group AG | 19 | 19 | 0.00% | 0.00% | 0.04% | Q1 2019 | Q3 2023 | 19 |
JPMORGAN CHASE & CO | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
QUADRANT CAPITAL GROUP LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Tortoise Index Solutions, LLC | 19 | 19 | 0.40% | 1.17% | 1.59% | Q1 2019 | Q3 2023 | 19 |
Bank of New York Mellon Corp | 19 | 19 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Squarepoint Ops LLC | 6 | 2 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q3 2023 | 19 |
BARCLAYS PLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Raymond James Financial Services Advisors, Inc. | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
RAYMOND JAMES & ASSOCIATES | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 19 | 19 | 0.31% | 0.82% | 3.15% | Q1 2019 | Q3 2023 | 19 |
Mirae Asset Global Investments Co., Ltd. | 19 | 19 | 0.07% | 0.12% | 0.18% | Q1 2019 | Q3 2023 | 19 |
HighTower Advisors, LLC | 19 | 19 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2023 | 19 |
NORTHERN TRUST CORP | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
CITIGROUP INC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
BNP PARIBAS FINANCIAL MARKETS | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 19 |
AMERIPRISE FINANCIAL INC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
ALPS ADVISORS INC | 19 | 19 | 0.01% | 0.04% | 0.08% | Q1 2019 | Q3 2023 | 19 |
VANGUARD GROUP INC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
VALLEY NATIONAL ADVISERS INC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Invesco Ltd. | 19 | 19 | 0.00% | 0.08% | 0.15% | Q1 2019 | Q3 2023 | 19 |
ClearBridge Investments | 19 | 19 | 0.01% | 0.04% | 0.08% | Q1 2019 | Q3 2023 | 19 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
CREDIT SUISSE AG/ | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
MORGAN STANLEY | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
ROYAL BANK OF CANADA | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
PRUDENTIAL FINANCIAL INC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
PNC FINANCIAL SERVICES GROUP, INC. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
ENVESTNET ASSET MANAGEMENT INC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Swiss National Bank | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Brave Warrior Advisors | 19 | 19 | 0.18% | 0.86% | 2.03% | Q1 2019 | Q3 2023 | 19 |
Stockman Wealth Management, Inc. | 19 | 19 | 0.02% | 0.08% | 0.12% | Q1 2019 | Q3 2023 | 19 |
UBS ASSET MANAGEMENT AMERICAS INC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
GUGGENHEIM CAPITAL LLC | 19 | 19 | 0.01% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 19 |
STIFEL FINANCIAL CORP | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Vista Private Wealth Partners. LLC | 19 | 19 | 0.09% | 0.25% | 0.51% | Q1 2019 | Q3 2023 | 19 |
VAN ECK ASSOCIATES CORP | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Legal & General Group Plc | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
NBW CAPITAL LLC | 19 | 19 | 0.60% | 1.33% | 1.98% | Q1 2019 | Q3 2023 | 19 |
Transform Wealth, LLC | 19 | 19 | 0.02% | 0.20% | 2.66% | Q1 2019 | Q3 2023 | 19 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 19 | 19 | 0.01% | 0.14% | 0.83% | Q1 2019 | Q3 2023 | 19 |
BlackRock Inc. | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
DIVIDEND ASSETS CAPITAL, LLC | 19 | 19 | 0.01% | 0.14% | 1.01% | Q1 2019 | Q3 2023 | 19 |
GOLDMAN SACHS GROUP INC | 19 | 19 | 0.00% | 0.01% | 0.06% | Q1 2019 | Q3 2023 | 19 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Neuberger Berman Group LLC | 19 | 19 | 0.00% | 0.06% | 0.32% | Q1 2019 | Q3 2023 | 19 |
MetLife Investment Management, LLC | 17 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 18 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
ISTHMUS PARTNERS, LLC | 18 | 18 | 0.31% | 0.70% | 1.28% | Q2 2019 | Q3 2023 | 18 |
SG Americas Securities, LLC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 16 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 18 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Treasurer of the State of North Carolina | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
AMERICAN INTERNATIONAL GROUP, INC. | 18 | 18 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
ALLIANCEBERNSTEIN L.P. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
STATE OF WISCONSIN INVESTMENT BOARD | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
OPPENHEIMER & CO INC | 18 | 18 | 0.00% | 0.06% | 0.16% | Q2 2019 | Q3 2023 | 18 |
Advisors Asset Management, Inc. | 18 | 18 | 0.00% | 0.18% | 0.26% | Q2 2019 | Q3 2023 | 18 |
US BANCORP \DE\ | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
GEODE CAPITAL MANAGEMENT, LLC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
HSBC HOLDINGS PLC | 11 | 7 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 18 |
JANICZEK WEALTH MANAGEMENT, LLC | 18 | 18 | 0.16% | 0.44% | 0.75% | Q2 2019 | Q3 2023 | 18 |
NEW YORK STATE COMMON RETIREMENT FUND | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
AMALGAMATED BANK | 18 | 18 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
VOYA INVESTMENT MANAGEMENT LLC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Parallel Advisors, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Pennant Investors, LP | 18 | 18 | 0.83% | 3.03% | 8.69% | Q1 2019 | Q2 2023 | 18 |
Cambridge Investment Research Advisors, Inc. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 17 | 17 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 17 |
Ameritas Investment Partners, Inc. | 17 | 17 | 0.01% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 17 |
FEDERATED HERMES, INC. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
SECURIAN ASSET MANAGEMENT, INC | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
THRIVENT FINANCIAL FOR LUTHERANS | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Pacer Advisors, Inc. | 17 | 17 | 0.01% | 0.02% | 0.05% | Q3 2019 | Q3 2023 | 17 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 17 | 17 | 0.01% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 17 |
Arizona State Retirement System | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
ProShare Advisors LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Janney Montgomery Scott LLC | 14 | 3 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 17 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 13 | 4 | 0.03% | 0.42% | 2.42% | Q1 2019 | Q3 2023 | 17 |
Retirement Systems of Alabama | 17 | 17 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q3 2023 | 17 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2023 | 17 |
Russell Investments Group, Ltd. | 10 | 7 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 17 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
VICTORY CAPITAL MANAGEMENT INC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
COMERICA BANK | 16 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 17 |
Louisiana State Employees Retirement System | 17 | 17 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
Tower Research Capital LLC (TRC) | 15 | 2 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 17 |
IFP Advisors, Inc | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
State of Alaska, Department of Revenue | 17 | 17 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 17 |
Sigma Planning Corp | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
EVERGREEN CAPITAL MANAGEMENT LLC | 14 | 3 | 0.23% | 0.33% | 0.71% | Q2 2019 | Q3 2023 | 17 |
PEAK6 Investments LLC | 6 | 1 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q3 2023 | 17 |
FMR LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 17 |
TEXAS PERMANENT SCHOOL FUND CORP | 17 | 17 | 0.01% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 17 |
PANAGORA ASSET MANAGEMENT INC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
EAGLE GLOBAL ADVISORS LLC | 12 | 4 | 0.09% | 0.42% | 1.68% | Q1 2019 | Q3 2023 | 16 |
CAPTRUST FINANCIAL ADVISORS | 13 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 16 |
Clear Harbor Asset Management, LLC | 16 | 16 | 0.02% | 0.10% | 0.28% | Q4 2019 | Q3 2023 | 16 |
Gotham Asset Management, LLC | 16 | 16 | 0.01% | 0.04% | 0.09% | Q4 2019 | Q3 2023 | 16 |
State of New Jersey Common Pension Fund D | 13 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 16 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 11 | 5 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 16 |
Utah Retirement Systems | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Crossmark Global Holdings, Inc. | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
SIGNATUREFD, LLC | 12 | 4 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 16 |
MEEDER ASSET MANAGEMENT INC | 9 | 7 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q3 2023 | 16 |
PRICE T ROWE ASSOCIATES INC /MD/ | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
SHELTON CAPITAL MANAGEMENT | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
DIMENSIONAL FUND ADVISORS LP | 14 | 2 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 16 |
NISA INVESTMENT ADVISORS, LLC | 13 | 3 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 16 |
M&T BANK CORP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
AMERICAN CENTURY COMPANIES INC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Cubist Systematic Strategies, LLC | 11 | 5 | 0.00% | 0.02% | 0.08% | Q1 2019 | Q1 2023 | 16 |
CIBC Asset Management Inc | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Pinnacle Holdings, LLC | 15 | 15 | 0.40% | 1.18% | 1.59% | Q1 2020 | Q3 2023 | 15 |
PROFUND ADVISORS LLC | 13 | 2 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q2 2023 | 15 |
ZAZOVE ASSOCIATES LLC | 9 | 6 | 0.13% | 0.24% | 0.41% | Q3 2019 | Q2 2023 | 15 |
FIRST TRUST ADVISORS LP | 14 | 1 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 15 |
LPL Financial LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Ensign Peak Advisors, Inc | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 15 |
JGP Wealth Management, LLC | 15 | 15 | 0.02% | 0.06% | 0.09% | Q1 2020 | Q3 2023 | 15 |
SHAH CAPITAL MANAGEMENT | 15 | 15 | 3.50% | 5.57% | 7.21% | Q1 2020 | Q3 2023 | 15 |
DDD Partners, LLC | 15 | 15 | 1.36% | 3.52% | 5.12% | Q2 2019 | Q4 2022 | 15 |
COMMONWEALTH EQUITY SERVICES, LLC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 15 |
WELLINGTON MANAGEMENT GROUP LLP | 10 | 5 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 15 |
Allianz Asset Management GmbH | 11 | 4 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 15 |
Edge Capital Group, LLC | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
TCI Wealth Advisors, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2023 | 15 |
Salient Capital Advisors, LLC | 15 | 15 | 0.34% | 1.73% | 4.82% | Q1 2019 | Q3 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
RR Advisors, LLC | 14 | 14 | 5.87% | 10.32% | 12.59% | Q2 2020 | Q3 2023 | 14 |
MERCER GLOBAL ADVISORS INC /ADV | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
BALYASNY ASSET MANAGEMENT L.P. | 8 | 1 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 14 |
NORGES BANK | 14 | 14 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q4 2022 | 14 |
Mitsubishi UFJ Trust & Banking Corp | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 14 |
MACQUARIE GROUP LTD | 13 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 14 |
EATON VANCE MANAGEMENT | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2022 | 14 |
Cannell & Co. | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
First Horizon Advisors, Inc. | 10 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 14 |
Vestcor Inc | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2023 | 14 |
Blackstone Inc. | 14 | 14 | 0.01% | 0.10% | 0.37% | Q2 2020 | Q3 2023 | 14 |
Penbrook Management LLC | 14 | 14 | 0.05% | 0.07% | 0.09% | Q2 2020 | Q3 2023 | 14 |
STALEY CAPITAL ADVISERS INC | 14 | 14 | 0.04% | 0.07% | 0.12% | Q3 2019 | Q4 2022 | 14 |
Steward Partners Investment Advisory, LLC | 11 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 14 |
BOSTON FAMILY OFFICE LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Renaissance Technologies | 13 | 13 | 0.00% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q1 2022 | 13 |
ELCO Management Co., LLC | 13 | 13 | 0.34% | 0.71% | 1.18% | Q1 2019 | Q1 2022 | 13 |
CIBC Private Wealth Group, LLC | 9 | 4 | 0.00% | 0.04% | 0.24% | Q1 2019 | Q2 2022 | 13 |
Arrow Investment Advisors, LLC | 13 | 13 | 0.13% | 0.18% | 0.24% | Q3 2020 | Q3 2023 | 13 |
Bramshill Investments, LLC | 13 | 13 | 0.07% | 0.15% | 0.22% | Q3 2020 | Q3 2023 | 13 |
STRS OHIO | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
TWO SIGMA INVESTMENTS, LP | 6 | 4 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 13 |
Cinctive Capital Management LP | 10 | 3 | 0.22% | 0.96% | 1.83% | Q2 2020 | Q3 2023 | 13 |
BROWN ADVISORY INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 13 |
COHEN & STEERS, INC. | 11 | 1 | 0.00% | 0.03% | 0.13% | Q1 2019 | Q3 2023 | 12 |
Annandale Capital, LLC | 12 | 12 | 0.30% | 1.42% | 3.09% | Q4 2020 | Q3 2023 | 12 |
Rockefeller Capital Management L.P. | 6 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2022 | 12 |
SEI INVESTMENTS CO | 6 | 3 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2023 | 12 |
AMP Capital Investors Ltd | 12 | 12 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q4 2021 | 12 |
Tinicum Inc | 12 | 12 | 21.51% | 37.34% | 49.78% | Q1 2019 | Q4 2021 | 12 |
FIFTH THIRD BANCORP | 9 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 12 |
JANUS HENDERSON GROUP PLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Creative Planning | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 12 |
CASTLEARK MANAGEMENT LLC | 11 | 1 | 0.03% | 0.05% | 0.09% | Q1 2019 | Q3 2023 | 12 |
Sandy Spring Bank | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Sargent Bickham Lagudis LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 12 |
Veritable, L.P. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 12 |
Blume Capital Management, Inc. | 10 | 2 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q4 2022 | 12 |
Advisor OS, LLC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 10 | 2 | 0.40% | 0.91% | 1.55% | Q1 2019 | Q3 2023 | 12 |
Quantbot Technologies LP | 4 | 1 | 0.00% | 0.05% | 0.13% | Q1 2019 | Q3 2023 | 12 |
BESSEMER GROUP INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 12 |
CI INVESTMENTS INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Maryland State Retirement & Pension System | 11 | 11 | 0.01% | 0.03% | 0.09% | Q1 2021 | Q3 2023 | 11 |
Schonfeld Strategic Advisors LLC | 7 | 4 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 11 |
Cresset Asset Management, LLC | 5 | 2 | 0.00% | 0.01% | 0.05% | Q2 2019 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
D. E. Shaw & Co., Inc. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 11 |
Cetera Investment Advisers | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Trexquant Investment LP | 9 | 1 | 0.01% | 0.04% | 0.14% | Q3 2019 | Q3 2023 | 11 |
Petrus Trust Company, LTA | 9 | 2 | 0.06% | 0.52% | 1.60% | Q1 2019 | Q3 2023 | 11 |
Vident Investment Advisory, LLC | 11 | 11 | 0.09% | 0.17% | 0.22% | Q1 2020 | Q3 2022 | 11 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 11 |
Mountain Lake Investment Management LLC | 11 | 11 | 0.13% | 4.71% | 7.59% | Q1 2019 | Q3 2021 | 11 |
SIMPLEX TRADING, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2022 | 11 |
Advisors Capital Management, LLC | 11 | 11 | 0.45% | 0.52% | 0.58% | Q1 2021 | Q3 2023 | 11 |
Engineers Gate Manager LP | 6 | 1 | 0.01% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 11 |
CENTRAL TRUST Co | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
NewEdge Wealth, LLC | 11 | 11 | 0.01% | 0.07% | 0.22% | Q1 2021 | Q3 2023 | 11 |
METROPOLITAN LIFE INSURANCE CO/NY | 10 | 10 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q4 2021 | 10 |
Brookfield Asset Management | 4 | 1 | 0.00% | 0.05% | 0.22% | Q1 2019 | Q3 2023 | 10 |
MILLER HOWARD INVESTMENTS INC /NY | 8 | 2 | 0.02% | 0.42% | 1.14% | Q1 2019 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Cetera Advisor Networks LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
PRINCIPAL FINANCIAL GROUP INC | 8 | 2 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 10 |
Kestra Advisory Services, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 6 | 4 | 0.03% | 0.07% | 0.11% | Q4 2020 | Q2 2023 | 10 |
GLENMEDE TRUST CO NA | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 10 |
OCCUDO QUANTITATIVE STRATEGIES LP | 8 | 1 | 0.01% | 0.08% | 0.14% | Q4 2020 | Q3 2023 | 10 |
Walleye Capital LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 10 |
HANCOCK WHITNEY CORP | 9 | 1 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 10 |
GSA CAPITAL PARTNERS LLP | 3 | 1 | 0.02% | 0.06% | 0.17% | Q2 2019 | Q3 2023 | 10 |
Mariner, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 10 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 9 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 10 |
Campbell & CO Investment Adviser LLC | 10 | 10 | 0.07% | 0.16% | 0.28% | Q2 2021 | Q3 2023 | 10 |
Holocene Advisors, LP | 5 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 10 |
Morningstar Investment Management LLC | 10 | 10 | 0.14% | 0.29% | 0.42% | Q2 2021 | Q3 2023 | 10 |
Geneos Wealth Management Inc. | 7 | 3 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q2 2022 | 10 |
AlphaMark Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 10 |
Sterling Manor Financial, LLC | 10 | 10 | 0.11% | 0.16% | 0.20% | Q4 2020 | Q1 2023 | 10 |
Barnett & Company, Inc. | 9 | 9 | 0.47% | 0.66% | 0.82% | Q3 2021 | Q3 2023 | 9 |
Iron Horse Wealth Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 9 |
J.P. Morgan Private Wealth Advisors LLC | 5 | 4 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2022 | 9 |
WOLVERINE TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 9 |
Spectrum Management Group, LLC | 6 | 3 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2022 | 9 |
Private Capital Group, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
KEYBANK NATIONAL ASSOCIATION/OH | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2021 | 9 |
Vestmark Advisory Solutions, Inc. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
GREAT LAKES ADVISORS, LLC | 9 | 9 | 0.00% | 0.10% | 0.20% | Q4 2020 | Q4 2022 | 9 |
LOOMIS SAYLES & CO L P | 5 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 9 |
FIL Ltd | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Alaska Permanent Fund Corp | 9 | 9 | 0.01% | 0.04% | 0.07% | Q1 2020 | Q1 2022 | 9 |
Professional Financial Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2022 | 9 |
FRANKLIN RESOURCES INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
HARTFORD INVESTMENT MANAGEMENT CO | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 9 |
World Asset Management Inc | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2021 | 9 |
PATHSTONE FAMILY OFFICE, LLC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 9 |
Aveo Capital Partners, LLC | 8 | 1 | 0.04% | 0.06% | 0.15% | Q1 2019 | Q3 2023 | 9 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 4 | 2 | 0.63% | 0.81% | 1.17% | Q1 2019 | Q3 2023 | 9 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 9 |
EASTERLY INVESTMENT PARTNERS LLC | 9 | 9 | 0.06% | 0.10% | 0.12% | Q3 2021 | Q3 2023 | 9 |
Allworth Financial LP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Point72 Asset Management, L.P. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 8 |
APG Asset Management N.V. | 5 | 3 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2022 | 8 |
Parkside Financial Bank & Trust | 5 | 3 | 0.00% | 0.03% | 0.14% | Q1 2019 | Q3 2023 | 8 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
CLEAR STREET MARKETS LLC | 7 | 1 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q4 2022 | 8 |
Long Focus Capital Management, LLC | 8 | 8 | 0.26% | 0.52% | 0.85% | Q4 2021 | Q3 2023 | 8 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
SNOW CAPITAL MANAGEMENT LP | 8 | 8 | 0.04% | 0.17% | 0.29% | Q3 2019 | Q2 2021 | 8 |
ATLAS CAPITAL ADVISORS LLC | 7 | 1 | 0.01% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 8 |
Kingsview Wealth Management, LLC | 4 | 4 | 0.01% | 0.04% | 0.12% | Q1 2021 | Q1 2023 | 8 |
Brandywine Global Investment Management, LLC | 8 | 8 | 0.05% | 0.14% | 0.17% | Q2 2020 | Q1 2022 | 8 |
MML INVESTORS SERVICES, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Donoghue Forlines LLC | 5 | 1 | 0.09% | 0.19% | 0.43% | Q1 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
Connor, Clark & Lunn Investment Management Ltd. | 4 | 4 | 0.00% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 8 |
PITCAIRN CO | 5 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 8 |
Invst, LLC | 8 | 8 | 0.08% | 0.12% | 0.14% | Q4 2021 | Q3 2023 | 8 |
JENNISON ASSOCIATES LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
QS Investors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Parkwood LLC | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
SVB WEALTH LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Amundi | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
WESTWOOD HOLDINGS GROUP INC | 4 | 4 | 0.01% | 0.15% | 0.33% | Q1 2019 | Q3 2023 | 8 |
State of Wyoming | 5 | 3 | 0.01% | 0.02% | 0.05% | Q2 2021 | Q3 2023 | 8 |
Global Retirement Partners, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 8 |
RATIONAL ADVISORS LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 8 |
Moors & Cabot, Inc. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Private Advisor Group, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
SRS Capital Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Garde Capital, Inc. | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 7 |
WRIGHT INVESTORS SERVICE INC | 7 | 7 | 0.11% | 0.17% | 0.23% | Q4 2020 | Q2 2022 | 7 |
COMMERCE BANK | 7 | 7 | 0.05% | 0.07% | 0.07% | Q4 2020 | Q2 2022 | 7 |
TWO SIGMA ADVISERS, LP | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2022 | 7 |
Legacy Advisors, LLC | 6 | 1 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 7 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 7 |
PARK AVENUE SECURITIES LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
Jasper Ridge Partners, L.P. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 3 | 2 | 0.01% | 0.04% | 0.09% | Q1 2019 | Q3 2023 | 7 |
Glassman Wealth Services | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 7 |
MASSMUTUAL TRUST CO FSB/ADV | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2023 | 7 |
GROUP ONE TRADING, L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2022 | 7 |
CAPITAL ADVISORS INC/OK | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 7 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 7 |
LEUTHOLD GROUP, LLC | 7 | 7 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q4 2022 | 7 |
LS Investment Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2021 | 7 |
BOKF, NA | 4 | 1 | 0.00% | 0.02% | 0.02% | Q1 2019 | Q2 2022 | 7 |
Texas Yale Capital Corp. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Paloma Partners Management Co | 3 | 1 | 0.00% | 0.04% | 0.09% | Q1 2019 | Q4 2021 | 7 |
Berman Capital Advisors, LLC | 3 | 1 | 0.00% | 0.02% | 0.08% | Q1 2019 | Q3 2021 | 7 |
HENNESSY ADVISORS INC | 7 | 7 | 0.05% | 0.22% | 0.29% | Q1 2022 | Q3 2023 | 7 |
Lavaca Capital LLC | 7 | 7 | 0.02% | 0.12% | 0.20% | Q1 2022 | Q3 2023 | 7 |
Jefferies Group LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q2 2022 | 6 |
Zimmer Partners, LP | 3 | 1 | 0.02% | 0.31% | 0.79% | Q1 2019 | Q1 2023 | 6 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 6 |
BOOTHBAY FUND MANAGEMENT, LLC | 5 | 1 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 6 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
LEVEL FOUR ADVISORY SERVICES, LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q1 2023 | 6 |
OPPENHEIMER ASSET MANAGEMENT INC. | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 6 |
FARMERS & MERCHANTS INVESTMENTS INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 6 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 4 | 1 | 0.00% | 0.02% | 0.06% | Q1 2019 | Q3 2023 | 6 |
Ellevest, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 6 |
ExodusPoint Capital Management, LP | 3 | 1 | 0.00% | 0.04% | 0.15% | Q1 2019 | Q3 2023 | 6 |
SeaCrest Wealth Management, LLC | 4 | 1 | 0.00% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 6 |
MASON STREET ADVISORS, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q4 2020 | 6 |
Point72 Hong Kong Ltd | 3 | 1 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q4 2021 | 6 |
McCarthy Asset Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Assenagon Asset Management S.A. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 6 |
NATIXIS ADVISORS, L.P. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
NATIONAL BANK OF CANADA /FI/ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Fieldpoint Private Securities, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 6 |
Systematic Alpha Investments, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 6 |
Tradition Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 6 | 6 | 0.10% | 0.35% | 0.59% | Q1 2019 | Q2 2020 | 6 |
LAZARD ASSET MANAGEMENT LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2022 | 6 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Jump Financial, LLC | 2 | 1 | 0.01% | 0.09% | 0.27% | Q3 2020 | Q3 2023 | 6 |
SG Capital Management LLC | 6 | 6 | 1.04% | 1.39% | 2.19% | Q2 2022 | Q3 2023 | 6 |
FIRST CITIZENS BANK & TRUST CO | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2022 | 6 |
American Portfolios Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Hanson & Doremus Investment Management | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 6 |
Cornerstone Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Ziegler Capital Management, LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q2 2022 | 6 |
HUNTINGTON NATIONAL BANK | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 6 |
MACKENZIE FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 6 |
CADENCE CAPITAL MANAGEMENT LLC | 6 | 6 | 0.01% | 0.57% | 1.25% | Q1 2019 | Q2 2020 | 6 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.04% | 0.11% | Q2 2019 | Q2 2023 | 5 |
Capital Advisors, Ltd. LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
PICTET ASSET MANAGEMENT LTD | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
Vanguard Personalized Indexing Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
Yorktown Energy Partners VIII, L.P. | 5 | 5 | 3.80% | 13.65% | 23.02% | Q1 2021 | Q1 2022 | 5 |
NewEdge Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Yorktown Energy Partners VII, L.P. | 5 | 5 | 8.70% | 48.28% | 96.41% | Q1 2021 | Q1 2022 | 5 |
Ballentine Partners, LLC | 3 | 2 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2020 | 5 |
AMUNDI ASSET MANAGEMENT US, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 5 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.02% | 0.08% | 0.18% | Q4 2020 | Q3 2023 | 5 |
Abacus Wealth Partners, LLC | 5 | 5 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q4 2022 | 5 |
MCF Advisors LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 5 |
NEXT Financial Group, Inc | 4 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q1 2021 | 5 |
INTECH INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Lindbrook Capital, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 5 |
MAVERICK CAPITAL LTD | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 5 |
Verition Fund Management LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2023 | 5 |
ASHFORD CAPITAL MANAGEMENT INC | 5 | 5 | 0.01% | 0.08% | 0.18% | Q1 2019 | Q1 2020 | 5 |
BECK CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.47% | 0.58% | 0.63% | Q3 2022 | Q3 2023 | 5 |
Atom Investors LP | 3 | 1 | 0.05% | 0.09% | 0.19% | Q4 2019 | Q3 2022 | 5 |
EverSource Wealth Advisors, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
Blueshift Asset Management, LLC | 3 | 1 | 0.02% | 0.12% | 0.24% | Q2 2019 | Q3 2022 | 5 |
Fosun International Ltd | 5 | 5 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2020 | 5 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.02% | 0.08% | Q1 2021 | Q1 2023 | 5 |
Sourcerock Group LLC | 5 | 5 | 0.10% | 0.18% | 0.26% | Q3 2022 | Q3 2023 | 5 |
Apollon Wealth Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
EXCHANGE TRADED CONCEPTS, LLC | 3 | 2 | 0.00% | 0.15% | 0.28% | Q3 2022 | Q4 2023 | 5 |
TUCKER ASSET MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
GILL CAPITAL PARTNERS, LLC | 5 | 5 | 0.11% | 0.12% | 0.13% | Q4 2022 | Q4 2023 | 5 |
Copeland Capital Management, LLC | 5 | 5 | 0.00% | 0.83% | 1.82% | Q4 2018 | Q4 2019 | 5 |
Phocas Financial Corp. | 5 | 5 | 0.43% | 0.47% | 0.53% | Q3 2022 | Q3 2023 | 5 |
All Season Financial Advisors, Inc. | 4 | 1 | 0.29% | 0.42% | 0.58% | Q1 2022 | Q3 2023 | 5 |
Cypress Capital Management LLC (WY) | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Dynamic Technology Lab Private Ltd | 3 | 2 | 0.02% | 0.06% | 0.09% | Q3 2020 | Q4 2021 | 5 |
Pekin Hardy Strauss, Inc. | 5 | 5 | 0.09% | 0.10% | 0.13% | Q3 2022 | Q3 2023 | 5 |
Stratos Wealth Partners, LTD. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2020 | 5 |
Harvest Fund Advisors LLC | 5 | 5 | 1.00% | 1.72% | 1.97% | Q1 2019 | Q1 2020 | 5 |
PARK NATIONAL CORP /OH/ | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2023 | 5 |
Quent Capital, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
SJS Investment Consulting Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Caption Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2023 | 5 |
DUPONT CAPITAL MANAGEMENT CORP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2022 | 4 |
B. Riley Wealth Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
TFO Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 4 |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 4 | 4 | 0.07% | 0.09% | 0.10% | Q1 2019 | Q4 2019 | 4 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2022 | 4 |
FPR PARTNERS LLC | 4 | 4 | 1.70% | 2.18% | 2.64% | Q1 2019 | Q4 2019 | 4 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q2 2022 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.07% | 0.11% | 0.13% | Q4 2020 | Q3 2021 | 4 |
Kore Private Wealth LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2020 | 4 |
Axiom Investment Management LLC | 3 | 1 | 0.03% | 0.04% | 0.06% | Q1 2019 | Q3 2022 | 4 |
Heronetta Management, L.P. | 4 | 4 | 0.12% | 0.13% | 0.15% | Q4 2022 | Q3 2023 | 4 |
SHEPHERD KAPLAN KROCHUK, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2022 | 4 |
Redwood Wealth Management Group, LLC | 4 | 4 | 0.13% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 4 |
WEXFORD CAPITAL LP | 4 | 4 | 0.03% | 0.13% | 0.23% | Q1 2020 | Q4 2020 | 4 |
AdvisorNet Financial, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Cetera Advisors LLC | 3 | 1 | 0.00% | 0.02% | 0.06% | Q1 2019 | Q3 2023 | 4 |
FCF Advisors LLC | 4 | 4 | 0.28% | 0.43% | 0.60% | Q1 2021 | Q4 2021 | 4 |
TWINBEECH CAPITAL LP | 2 | 1 | 0.00% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 4 |
Progeny 3, Inc. | 4 | 4 | 0.43% | 0.79% | 1.02% | Q3 2020 | Q2 2021 | 4 |
Intrinsic Edge Capital Management LLC | 3 | 3 | 0.04% | 0.31% | 0.54% | Q1 2019 | Q3 2019 | 4 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 1 | 0.02% | 0.05% | 0.10% | Q3 2021 | Q3 2023 | 4 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
PDT Partners, LLC | 2 | 1 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q1 2022 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Compagnie Lombard Odier SCmA | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2022 | 4 |
BARINGS LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q4 2019 | 4 |
Teza Capital Management LLC | 1 | 1 | 0.05% | 0.09% | 0.16% | Q2 2021 | Q3 2023 | 4 |
Lee Financial Co | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 4 |
Moisand Fitzgerald Tamayo, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Founders Capital Management | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 4 |
AQR Arbitrage LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
TD Waterhouse Canada Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
STEPHENS INC /AR/ | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 4 |
Edge Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.02% | 0.04% | 0.08% | Q3 2022 | Q3 2023 | 4 |
Jaffetilchin Investment Partners, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q4 2021 | 4 |
Municipal Employees' Retirement System of Michigan | 3 | 1 | 0.00% | 0.11% | 0.43% | Q1 2019 | Q1 2020 | 4 |
Hennion & Walsh Asset Management, Inc. | 4 | 4 | 0.02% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Grey Fox Wealth Advisors, LLC | 4 | 4 | 0.14% | 0.24% | 0.52% | Q4 2022 | Q3 2023 | 4 |
Tri Locum Partners LP | 4 | 4 | 0.04% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
ARISTEIA CAPITAL, L.L.C. | 4 | 4 | 0.30% | 0.84% | 1.44% | Q1 2020 | Q4 2020 | 4 |
Ergoteles LLC | 3 | 1 | 0.01% | 0.06% | 0.16% | Q3 2020 | Q1 2023 | 4 |
GREAT VALLEY ADVISOR GROUP, INC. | 4 | 4 | 0.01% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Advisor Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
ONTARIO TEACHERS PENSION PLAN BOARD | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 4 |
Neo Ivy Capital Management | 2 | 1 | 0.01% | 0.09% | 0.24% | Q1 2021 | Q2 2023 | 4 |
CASCADE INVESTMENT GROUP, INC. | 4 | 4 | 1.03% | 1.07% | 1.12% | Q4 2022 | Q3 2023 | 4 |
Graticule Asia Macro Advisors LLC | 4 | 4 | 0.20% | 0.61% | 1.01% | Q3 2020 | Q2 2021 | 4 |
KGH Ltd | 4 | 4 | 0.10% | 1.39% | 3.29% | Q3 2019 | Q2 2020 | 4 |
ADVISOR PARTNERS II, LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Sequoia Financial Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | 4 | 4 | 0.10% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Cipher Capital LP | 2 | 1 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q2 2023 | 4 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.03% | 0.10% | 0.19% | Q4 2020 | Q4 2022 | 4 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Empowered Funds, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Belvedere Trading LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 3 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q2 2022 | 3 |
Aperio Group, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Brookfield Public Securities Group LLC | 3 | 3 | 0.00% | 0.16% | 0.27% | Q3 2019 | Q1 2020 | 3 |
A. D. Beadell Investment Counsel, Inc. | 3 | 3 | 0.26% | 0.95% | 2.02% | Q1 2019 | Q3 2019 | 3 |
BP CAPITAL FUND ADVISORS, LLC | 3 | 3 | 1.40% | 2.22% | 2.74% | Q1 2019 | Q3 2019 | 3 |
Bollard Group LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 3 |
FIRST HORIZON CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
NOMURA ASSET MANAGEMENT CO LTD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
NATIXIS | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q1 2021 | 3 |
CAPITAL FUND MANAGEMENT S.A. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
O'Shares Investment Advisers, LLC | 3 | 3 | 0.02% | 0.04% | 0.05% | Q3 2019 | Q1 2020 | 3 |
Diversified Trust Co | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2019 | 3 |
Kazazian Asset Management, LLC | 3 | 3 | 0.11% | 0.16% | 0.21% | Q1 2019 | Q3 2019 | 3 |
Ranch Capital Advisors Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Versant Capital Management, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Southeast Asset Advisors Inc. | 3 | 3 | 0.14% | 0.30% | 0.54% | Q1 2019 | Q3 2019 | 3 |
Blue Trust, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 3 |
Parallax Volatility Advisers, L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 3 |
NN Investment Partners Holdings N.V. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2021 | 3 |
FourThought Financial, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Pallas Capital Advisors LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 3 |
TOWNSQUARE CAPITAL LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 2 | 0.08% | 0.25% | 0.48% | Q3 2019 | Q4 2019 | 3 |
SL ADVISORS, LLC | 3 | 3 | 0.44% | 0.81% | 1.16% | Q1 2019 | Q3 2019 | 3 |
XTX Topco Ltd | 1 | 1 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q1 2023 | 3 |
Financial Management Professionals, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
CITIZENS FINANCIAL GROUP INC/RI | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Arden Trust Co | 3 | 3 | 0.02% | 0.08% | 0.12% | Q2 2023 | Q4 2023 | 3 |
Western Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
TILIA FIDUCIARY PARTNERS, INC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
J. Goldman & Co LP | 2 | 1 | 0.06% | 0.15% | 0.20% | Q1 2019 | Q3 2020 | 3 |
ENTERPRISE FINANCIAL SERVICES CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 3 |
D'Orazio & Associates, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Echo Street Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 3 |
Ethic Inc. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Quarry LP | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Sageworth Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Tidal Investments LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 3 |
Prestige Wealth Management Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
PIEDMONT INVESTMENT ADVISORS INC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 3 |
STEADFAST CAPITAL MANAGEMENT LP | 3 | 3 | 0.03% | 0.07% | 0.09% | Q1 2020 | Q3 2020 | 3 |
NOMURA HOLDINGS INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2020 | 3 |
BB&T SECURITIES, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q3 2019 | 3 |
Pointe Capital Management LLC | 3 | 3 | 0.12% | 0.19% | 0.26% | Q1 2019 | Q3 2019 | 3 |
NinePointTwo Capital LLC | 3 | 3 | 0.12% | 0.12% | 0.13% | Q1 2022 | Q3 2022 | 3 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 3 |
Aptus Capital Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Sageworth Trust Co of South Dakota | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Twin Tree Management, LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 3 |
RMB Capital Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 3 |
Meeder Advisory Services, Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Arlington Partners LLC | 2 | 1 | 0.01% | 0.04% | 0.08% | Q2 2019 | Q1 2020 | 3 |
Sugarloaf Wealth Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
SEVEN EIGHT CAPITAL, LP | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2019 | Q3 2019 | 2 |
Strategic Blueprint, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q4 2022 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Liberty Mutual Group Asset Management Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
PUTNAM INVESTMENTS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
PineBridge Investments, L.P. | 2 | 2 | 0.06% | 0.07% | 0.09% | Q2 2019 | Q3 2019 | 2 |
HITE Hedge Asset Management LLC | 2 | 2 | 0.65% | 0.71% | 0.76% | Q1 2023 | Q2 2023 | 2 |
Monaco Asset Management SAM | 2 | 2 | 4.15% | 4.63% | 5.11% | Q4 2019 | Q1 2020 | 2 |
Blue Rock Advisors, LLC | 2 | 2 | 2.02% | 2.25% | 2.47% | Q1 2023 | Q2 2023 | 2 |
Executive Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q2 2020 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
SHERBROOKE PARK ADVISERS LLC | 2 | 2 | 0.15% | 0.27% | 0.38% | Q2 2023 | Q3 2023 | 2 |
Aquatic Capital Management LLC | 1 | 1 | 0.01% | 0.06% | 0.11% | Q4 2021 | Q2 2023 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
AGF Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2021 | 2 |
MCKINLEY CAPITAL MANAGEMENT LLC | 2 | 2 | 0.03% | 0.04% | 0.06% | Q1 2019 | Q2 2019 | 2 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 2 |
DUALITY ADVISERS, LP | 1 | 1 | 0.03% | 0.08% | 0.13% | Q2 2022 | Q2 2023 | 2 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 2 | 2 | 0.12% | 0.17% | 0.21% | Q4 2019 | Q1 2020 | 2 |
Sante Capital Fund, LP | 2 | 2 | 0.30% | 0.31% | 0.33% | Q2 2021 | Q3 2021 | 2 |
Linscomb & Williams, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 2 |
ETF MANAGERS GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 2 |
Patriot Financial Group Insurance Agency, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Icon Wealth Partners, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q2 2019 | 2 |
CAAS CAPITAL MANAGEMENT LP | 2 | 2 | 0.16% | 0.41% | 0.66% | Q2 2020 | Q3 2020 | 2 |
Bleakley Financial Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 2 |
Alpine Global Management, LLC | 1 | 1 | 0.02% | 0.05% | 0.08% | Q3 2020 | Q3 2023 | 2 |
Bridgefront Capital, LLC | 1 | 1 | 0.03% | 0.14% | 0.24% | Q4 2020 | Q2 2022 | 2 |
BANK OF NOVA SCOTIA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
BRIGHTLINE CAPITAL MANAGEMENT, LLC | 2 | 2 | 7.56% | 7.74% | 7.92% | Q4 2020 | Q1 2021 | 2 |
Harvest Investment Services, LLC | 2 | 2 | 0.16% | 0.20% | 0.25% | Q4 2021 | Q1 2022 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
OSTERWEIS CAPITAL MANAGEMENT INC | 2 | 2 | 0.10% | 0.73% | 1.36% | Q1 2019 | Q2 2019 | 2 |
CINCINNATI INSURANCE CO | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
Simplicity Solutions, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
BALDWIN BROTHERS LLC/MA | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2019 | Q2 2019 | 2 |
LVW Advisors, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2019 | Q2 2019 | 2 |
Catalyst Capital Advisors LLC | 2 | 2 | 0.28% | 0.31% | 0.33% | Q1 2019 | Q2 2019 | 2 |
OAKBROOK INVESTMENTS LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
HighTower Trust Company, N.A. | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2019 | Q2 2019 | 2 |
Carroll Financial Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
BDO Wealth Advisors, LLC | 2 | 2 | 0.05% | 0.06% | 0.08% | Q2 2019 | Q3 2019 | 2 |
V Wealth Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Concorde Asset Management, LLC | 2 | 2 | 0.70% | 0.81% | 0.93% | Q1 2019 | Q2 2019 | 2 |
LAKE STREET ADVISORS GROUP, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Squar Milner Financial Services LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q2 2019 | 2 |
AQR Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Covenant Multifamily Offices, LLC | 2 | 2 | 0.06% | 0.08% | 0.10% | Q2 2019 | Q3 2019 | 2 |
Samalin Investment Counsel, LLC | 2 | 2 | 0.10% | 0.12% | 0.14% | Q2 2023 | Q3 2023 | 2 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 2 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.12% | 0.24% | Q4 2020 | Q3 2023 | 2 |
Samson Capital Management, LLC | 2 | 2 | 1.21% | 3.92% | 6.63% | Q1 2019 | Q2 2019 | 2 |
LORD, ABBETT & CO. LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
NumerixS Investment Technologies Inc | 1 | 1 | 0.03% | 0.08% | 0.14% | Q3 2019 | Q2 2020 | 2 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
Graham Capital Management, L.P. | 2 | 2 | 0.02% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Platform Technology Partners | 2 | 2 | 0.02% | 0.29% | 0.56% | Q4 2019 | Q1 2020 | 2 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
Koshinski Asset Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Bartlett & Co. LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
ROVIN CAPITAL /UT/ /ADV | 2 | 2 | 0.22% | 0.23% | 0.23% | Q1 2021 | Q2 2021 | 2 |
Par Capital Management | 2 | 2 | 0.00% | 0.03% | 0.05% | Q4 2019 | Q1 2020 | 2 |
Brookstone Capital Management | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 2 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 2 |
Avior Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q4 2019 | 2 |
Mraz, Amerine & Associates, Inc. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2019 | 2 |
Capital Asset Advisory Services LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Bluefin Trading, LLC | 1 | 1 | 0.01% | 0.03% | 0.04% | Q3 2019 | Q3 2019 | 2 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.04% | 0.06% | 0.07% | Q3 2020 | Q2 2022 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Avestar Capital, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2019 | Q2 2019 | 2 |
CERTUITY, LLC | 2 | 2 | 0.10% | 0.12% | 0.14% | Q2 2021 | Q3 2021 | 2 |
ADVISORY RESEARCH INC | 2 | 2 | 0.76% | 0.85% | 0.94% | Q1 2019 | Q2 2019 | 2 |
EVOKE WEALTH, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Man Group plc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2020 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Avalon Investment & Advisory | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q2 2019 | 2 |
UNITED BANK | 2 | 2 | 1.76% | 2.02% | 2.28% | Q1 2019 | Q2 2019 | 2 |
Realta Investment Advisors | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Sutton Wealth Advisors Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Cambrian Capital Limited Partnership | 2 | 2 | 2.15% | 3.25% | 4.35% | Q3 2019 | Q4 2019 | 2 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
WILLIAMS JONES & ASSOCIATES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Laurion Capital Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
HARBOURVEST PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Oak Grove Capital LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
BIVIN & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Bayesian Capital Management, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
AdvisorShares Investments LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2022 | Q4 2022 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2019 | Q1 2019 | 1 |
ROGCO, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CASTLE WEALTH MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Marshall Wace North America L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Flinton Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
NorthCoast Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Skandinaviska Enskilda Banken AB (publ) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
UNC Management Company, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Wambolt & Associates, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
Key Colony Management, LLC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q3 2020 | Q3 2020 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Machina Capital S.A.S. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
DUBUQUE BANK & TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2019 | Q1 2019 | 1 |
Magnus Financial Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
JUPITER ASSET MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
A.R.T. Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
25 LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Mach-1 Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FORA Capital, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Hoover Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Alberta Investment Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
GraniteShares Advisors LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2022 | Q4 2022 | 1 |
Robbins Farley | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
qPULA Trading Management LP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2020 | Q4 2020 | 1 |
WINTON GROUP Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Islet Management, LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2019 | Q2 2019 | 1 |
Symmetry Investments LP | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2020 | Q4 2020 | 1 |
TEACHERS ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
Gemmer Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
SeaBridge Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
AE Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ADVISOR PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Infini Capital Management Ltd | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2022 | Q2 2022 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
KING LUTHER CAPITAL MANAGEMENT CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
WHITTIER TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Artemis Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Bank Julius Baer & Co. Ltd, Zurich | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Leucadia National | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
EA Series Trust | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
WARBURG PINCUS LLC | 1 | 1 | 3.56% | 3.56% | 3.56% | Q3 2019 | Q3 2019 | 1 |
Board of Trustees of The Leland Stanford Junior University | 1 | 1 | 0.82% | 0.82% | 0.82% | Q1 2019 | Q1 2019 | 1 |
Richard Bernstein Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Cerity Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
BRIGADE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2021 | Q1 2021 | 1 |
Smith, Salley & Associates | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
CastleArk Alternatives, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
Phoenix Investment Adviser LLC | 1 | 1 | 7.61% | 7.61% | 7.61% | Q3 2019 | Q3 2019 | 1 |
CHILTON INVESTMENT CO INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Curi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Trustees of Columbia University in the City of New York | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
NORDEA INVESTMENT MANAGEMENT AB | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Mitsubishi UFJ Asset Management Co., Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2019 | Q2 2019 | 1 |
TEALWOOD ASSET MANAGEMENT INC | 1 | 1 | 1.03% | 1.03% | 1.03% | Q2 2019 | Q2 2019 | 1 |
SIR Capital Management, L.P. | 1 | 1 | 0.87% | 0.87% | 0.87% | Q3 2023 | Q3 2023 | 1 |
ALGERT GLOBAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
GREENLEAF TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
OppenheimerFunds, Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2019 | Q1 2019 | 1 |
AVIVA PLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
PPM AMERICA INC/IL | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2022 | Q1 2022 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Sumitomo Mitsui Trust Holdings, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
OTA Financial Group L.P. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2019 | Q4 2019 | 1 |
CAMPBELL CAPITAL MANAGEMENT INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2021 | Q1 2021 | 1 |
Meadow Creek Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CIGNA INVESTMENTS INC /NEW | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Capital Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Yorktown Management & Research Co Inc | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2019 | Q1 2019 | 1 |
Qsemble Capital Management, LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
BOULDER HILL CAPITAL MANAGEMENT LP | 1 | 1 | 1.21% | 1.21% | 1.21% | Q2 2022 | Q2 2022 | 1 |
Cambria Investment Management, L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2023 | Q2 2023 | 1 |
Column Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. | 1 | 1 | 1.59% | 1.59% | 1.59% | Q1 2019 | Q1 2019 | 1 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CSS LLC/IL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
McIlrath & Eck, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Illinois Municipal Retirement Fund | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Olympiad Research LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 2.13% | 2.13% | 2.13% | Q1 2020 | Q1 2020 | 1 |
Parametrica Management Ltd | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2020 | Q1 2020 | 1 |
XTX MARKETS LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2020 | Q1 2020 | 1 |
Rockbridge Investment Management, LCC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
ADE, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2019 | Q3 2019 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
AlpInvest Partners B.V. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
Advisor Resource Council | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Avion Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Van Hulzen Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Laird Norton Wetherby Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Country Club Trust Company, n.a. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Nicholas Investment Partners, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Aventail Capital Group, LP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2023 | Q1 2023 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Oakwell Private Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
Old North State Trust, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
AGF INVESTMENTS INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Neuburgh Advisers LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
IBM Retirement Fund | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
WIT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
REDWOOD CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2019 | Q3 2019 | 1 |
Psagot Value Holdings Ltd. / (Israel) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Tyers Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2019 | Q1 2019 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Jupiter Investment Management Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Graypoint LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
COOKSON PEIRCE & CO INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
PVG ASSET MANAGEMENT CORP | 1 | 1 | 0.80% | 0.80% | 0.80% | Q3 2022 | Q3 2022 | 1 |
DSAM Partners (London) Ltd | 1 | 1 | 0.75% | 0.75% | 0.75% | Q1 2019 | Q1 2019 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Greenland Capital Management LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Fortis Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Allen Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Point72 Middle East FZE | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Stone Ridge Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Sierra Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Accel Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Beaumont Financial Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
TimeScale Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
HORIZON BANCORP INC /IN/ | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
External links
This page lists all the filers that currently own ANTERO MIDSTREAM CORP or have owned ANTERO MIDSTREAM CORP in the past.