Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
IFP Advisors, Inc | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2021 | 13 |
EAGLE ASSET MANAGEMENT INC | 13 | 13 | 0.01% | 0.05% | 0.11% | Q3 2018 | Q3 2021 | 13 |
Red Cedar Capital, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2021 | 11 |
BARCLAYS PLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 10 |
Bedel Financial Consulting, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2020 | 9 |
OPTIMUM INVESTMENT ADVISORS | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2020 | 9 |
SIGNATUREFD, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 9 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 9 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2020 | 9 |
JPMORGAN CHASE & CO | 9 | 9 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q2 2020 | 9 |
ROYAL BANK OF CANADA | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 9 |
Creative Planning | 9 | 9 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2020 | 9 |
Invesco Ltd. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 8 |
GEODE CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 8 |
FMR LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2020 | 8 |
Perkins Coie Trust Co | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 8 |
BNP PARIBAS FINANCIAL MARKETS | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2020 | 8 |
AQR Arbitrage LLC | 8 | 8 | 0.03% | 0.19% | 0.24% | Q2 2018 | Q1 2020 | 8 |
Sonora Investment Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2020 | 8 |
RICE HALL JAMES & ASSOCIATES, LLC | 8 | 8 | 0.01% | 0.30% | 0.60% | Q2 2018 | Q1 2020 | 8 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2020 | 8 |
ALLIANCEBERNSTEIN L.P. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2020 | 8 |
Private Capital Group, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2020 | 8 |
Retirement Systems of Alabama | 8 | 8 | 0.00% | 0.03% | 0.05% | Q2 2018 | Q1 2020 | 8 |
Louisiana State Employees Retirement System | 8 | 8 | 0.01% | 0.03% | 0.04% | Q2 2018 | Q1 2020 | 8 |
Estabrook Capital Management | 8 | 8 | 0.02% | 0.07% | 0.12% | Q2 2018 | Q1 2020 | 8 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 8 |
Gemmer Asset Management LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
Ruffer LLP | 8 | 8 | 0.00% | 0.70% | 2.99% | Q2 2018 | Q1 2020 | 8 |
State of Alaska, Department of Revenue | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2020 | 8 |
FLAGSHIP HARBOR ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
REILLY FINANCIAL ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 8 |
WELLS FARGO & COMPANY/MN | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
PROFUND ADVISORS LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q1 2020 | 8 |
HARRIS ASSOCIATES L P | 8 | 8 | 0.04% | 0.12% | 0.15% | Q2 2018 | Q1 2020 | 8 |
Nuveen Asset Management, LLC | 8 | 8 | 0.00% | 0.09% | 0.22% | Q2 2018 | Q1 2020 | 8 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 8 |
US BANCORP \DE\ | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 8 |
Arizona State Retirement System | 8 | 8 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q1 2020 | 8 |
FIRST MANHATTAN CO. LLC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
PRINCIPAL FINANCIAL GROUP INC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 8 |
INVERNESS COUNSEL LLC /NY/ | 8 | 8 | 0.03% | 0.56% | 1.04% | Q2 2018 | Q1 2020 | 8 |
D. E. Shaw & Co., Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 8 |
AMERICAN INTERNATIONAL GROUP, INC. | 8 | 8 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q1 2020 | 8 |
PNC FINANCIAL SERVICES GROUP, INC. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2020 | 8 |
DUNCKER STREETT & CO INC | 5 | 3 | 0.00% | 0.03% | 0.10% | Q2 2018 | Q2 2020 | 8 |
MORGAN STANLEY | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 8 |
Aperio Group, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 8 |
BALDWIN BROTHERS LLC/MA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
First Horizon Advisors, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 8 |
OPPENHEIMER ASSET MANAGEMENT INC. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 8 |
Plante Moran Financial Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2020 | 8 |
DEUTSCHE BANK AG\ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2020 | 8 |
Rockefeller Capital Management L.P. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 8 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 8 |
EARNEST PARTNERS LLC | 8 | 8 | 0.01% | 0.08% | 0.14% | Q2 2018 | Q1 2020 | 8 |
FIRST QUADRANT LLC/CA | 8 | 8 | 0.00% | 0.06% | 0.22% | Q2 2018 | Q1 2020 | 8 |
Tower Research Capital LLC (TRC) | 8 | 8 | 0.00% | 0.04% | 0.11% | Q2 2018 | Q1 2020 | 8 |
BBVA USA Bancshares, Inc. | 8 | 8 | 0.01% | 0.03% | 0.04% | Q2 2018 | Q1 2020 | 8 |
EATON VANCE MANAGEMENT | 8 | 8 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q1 2020 | 8 |
CENTRAL TRUST Co | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
NISA INVESTMENT ADVISORS, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2020 | 8 |
DIMENSIONAL FUND ADVISORS LP | 8 | 8 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q1 2020 | 8 |
MASON STREET ADVISORS, LLC | 8 | 8 | 0.01% | 0.03% | 0.04% | Q2 2018 | Q1 2020 | 8 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2020 | 8 |
AMALGAMATED BANK | 8 | 8 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2020 | 8 |
COMMERCE BANK | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 8 |
Wealthcare Advisory Partners LLC | 8 | 8 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q1 2020 | 8 |
BESSEMER GROUP INC | 8 | 8 | 0.00% | 0.19% | 0.35% | Q2 2018 | Q1 2020 | 8 |
NEW YORK STATE COMMON RETIREMENT FUND | 8 | 8 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2020 | 8 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 8 |
BlackRock Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 8 |
TRUST CO OF VERMONT | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2020 | 8 |
Ameritas Investment Partners, Inc. | 8 | 8 | 0.01% | 0.06% | 0.10% | Q2 2018 | Q1 2020 | 8 |
ClearBridge Investments | 8 | 8 | 0.00% | 0.03% | 0.05% | Q2 2018 | Q1 2020 | 8 |
Legal & General Group Plc | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2020 | 8 |
UBS ASSET MANAGEMENT AMERICAS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
BREWIN DOLPHIN LTD | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2020 | 8 |
GOLDMAN SACHS GROUP INC | 8 | 8 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q1 2020 | 8 |
Citadel Advisors | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2020 | 8 |
STIFEL FINANCIAL CORP | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2020 | 8 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 8 |
HOWE & RUSLING INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
GLENMEDE TRUST CO NA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
RR PARTNERS LP | 8 | 8 | 2.08% | 7.43% | 10.43% | Q2 2018 | Q1 2020 | 8 |
TEXAS PERMANENT SCHOOL FUND CORP | 8 | 8 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q1 2020 | 8 |
BROWN ADVISORY INC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2020 | 8 |
RHUMBLINE ADVISERS | 8 | 8 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2020 | 8 |
Allworth Financial LP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
STATE OF WISCONSIN INVESTMENT BOARD | 8 | 8 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q1 2020 | 8 |
NORGES BANK | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 8 |
Pflug Koory, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2020 | 8 |
Glassman Wealth Services | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
FIFTH THIRD BANCORP | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2020 | 8 |
WADDELL & REED FINANCIAL INC | 8 | 8 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q1 2020 | 8 |
HSBC HOLDINGS PLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
Treasurer of the State of North Carolina | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 8 |
CRAMER ROSENTHAL MCGLYNN LLC | 8 | 8 | 0.31% | 1.14% | 2.18% | Q2 2018 | Q1 2020 | 8 |
AMERIPRISE FINANCIAL INC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2020 | 8 |
NORTHERN TRUST CORP | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 8 |
Winch Advisory Services, LLC | 8 | 8 | 0.00% | 0.23% | 0.32% | Q2 2018 | Q1 2020 | 8 |
CREDIT SUISSE AG/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2020 | 8 |
RAYMOND JAMES & ASSOCIATES | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 8 |
Parkside Financial Bank & Trust | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2020 | 8 |
BROWN BROTHERS HARRIMAN & CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 8 | 8 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2020 | 8 |
COMERICA BANK | 8 | 8 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q1 2020 | 8 |
Swiss National Bank | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 8 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 8 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
BANK OF MONTREAL /CAN/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2020 | 8 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2020 | 8 |
PANAGORA ASSET MANAGEMENT INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
WELCH & FORBES LLC | 8 | 8 | 0.00% | 0.05% | 0.09% | Q2 2018 | Q1 2020 | 8 |
Bank of New York Mellon Corp | 8 | 8 | 0.00% | 0.03% | 0.04% | Q2 2018 | Q1 2020 | 8 |
VOYA INVESTMENT MANAGEMENT LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2020 | 8 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 8 |
M&T BANK CORP | 8 | 8 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2020 | 8 |
FRANKLIN RESOURCES INC | 8 | 8 | 0.00% | 0.05% | 0.06% | Q2 2018 | Q1 2020 | 8 |
American Research & Management Co. | 8 | 8 | 0.04% | 0.33% | 0.55% | Q2 2018 | Q1 2020 | 8 |
State of Tennessee, Treasury Department | 8 | 8 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2020 | 8 |
LS Investment Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2020 | 8 |
PRUDENTIAL FINANCIAL INC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 8 |
Stonehage Fleming Financial Services Holdings Ltd | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 8 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 8 |
QS Investors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
VIKING FUND MANAGEMENT LLC | 8 | 8 | 0.19% | 1.51% | 2.60% | Q2 2018 | Q1 2020 | 8 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 8 | 8 | 0.01% | 0.03% | 0.04% | Q2 2018 | Q1 2020 | 8 |
American Portfolios Advisors | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
Employees Retirement System of Texas | 8 | 8 | 0.02% | 0.07% | 0.12% | Q2 2018 | Q1 2020 | 8 |
Boston Partners | 8 | 8 | 0.05% | 0.23% | 0.32% | Q2 2018 | Q1 2020 | 8 |
KBC Group NV | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2020 | 8 |
FEDERATED HERMES, INC. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2020 | 8 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2020 | 8 |
Neuberger Berman Group LLC | 8 | 8 | 0.00% | 0.06% | 0.09% | Q2 2018 | Q1 2020 | 8 |
Russell Investments Group, Ltd. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2020 | 8 |
Kistler-Tiffany Companies, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
WHITTIER TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
THRIVENT FINANCIAL FOR LUTHERANS | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
SEI INVESTMENTS CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
QUADRANT CAPITAL GROUP LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2020 | 8 |
SECURIAN ASSET MANAGEMENT, INC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 8 |
UBS Group AG | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
BANK OF AMERICA CORP /DE/ | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 8 |
VANGUARD GROUP INC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 8 |
LOOMIS SAYLES & CO L P | 8 | 8 | 0.01% | 0.06% | 0.09% | Q2 2018 | Q1 2020 | 8 |
PRICE T ROWE ASSOCIATES INC /MD/ | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 8 |
CITIGROUP INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
STATE STREET CORP | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 8 |
BRINKER CAPITAL INC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q1 2020 | 7 |
Baystate Wealth Management LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 7 |
DUPONT CAPITAL MANAGEMENT CORP | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2019 | 7 |
Lenox Wealth Management, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2019 | 7 |
Cubist Systematic Strategies, LLC | 7 | 7 | 0.01% | 0.03% | 0.09% | Q3 2018 | Q1 2020 | 7 |
VAN ECK ASSOCIATES CORP | 7 | 7 | 0.05% | 0.15% | 0.20% | Q3 2018 | Q1 2020 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
Truehand, Inc | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q4 2020 | 7 |
SG Americas Securities, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 7 |
ETRADE Capital Management LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2019 | 7 |
JANUS HENDERSON GROUP PLC | 7 | 7 | 0.03% | 0.04% | 0.06% | Q2 2018 | Q4 2019 | 7 |
SEGALL BRYANT & HAMILL, LLC | 7 | 7 | 0.00% | 0.05% | 0.17% | Q2 2018 | Q4 2019 | 7 |
Smithfield Trust Co | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
Versant Capital Management, Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 7 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2006 | Q4 2019 | 7 |
Cribstone Capital Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 7 |
NATIXIS ADVISORS, L.P. | 7 | 7 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q4 2019 | 7 |
ROPES WEALTH ADVISORS LLC | 7 | 7 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q4 2019 | 7 |
Municipal Employees' Retirement System of Michigan | 6 | 1 | 0.00% | 0.03% | 0.05% | Q2 2018 | Q1 2020 | 7 |
LPL Financial LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
MEEDER ASSET MANAGEMENT INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 7 |
Carroll Financial Associates, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 7 |
REGIONS FINANCIAL CORP | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q1 2020 | 7 |
INDEPENDENT INVESTORS INC | 7 | 7 | 0.11% | 0.15% | 0.19% | Q2 2018 | Q4 2019 | 7 |
HUNTINGTON NATIONAL BANK | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q1 2020 | 7 |
Bartlett & Co. LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 7 |
Parsec Financial Management, Inc. | 7 | 7 | 0.02% | 0.06% | 0.27% | Q2 2018 | Q4 2019 | 7 |
PARTHENON LLC | 7 | 7 | 0.05% | 0.20% | 0.51% | Q2 2018 | Q4 2019 | 7 |
WEBSTER BANK, N. A. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 7 |
Larson Financial Group LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 7 |
ProShare Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
TRUIST FINANCIAL CORP | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2020 | 7 |
Tributary Capital Management, LLC | 7 | 7 | 0.03% | 0.07% | 0.11% | Q2 2018 | Q4 2019 | 7 |
M&R CAPITAL MANAGEMENT INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
METROPOLITAN LIFE INSURANCE CO/NY | 7 | 7 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q1 2020 | 7 |
Advisory Services Network, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 7 |
Osborn Williams & Donohoe LLC | 7 | 7 | 0.03% | 0.05% | 0.07% | Q2 2018 | Q4 2019 | 7 |
Parallel Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 7 |
Endurance Wealth Management, Inc. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q1 2020 | 7 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 7 | 7 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q4 2019 | 7 |
Vectors Research Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 7 |
GUGGENHEIM CAPITAL LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2020 | 7 |
GRANDFIELD & DODD, LLC | 7 | 7 | 0.02% | 0.05% | 0.08% | Q2 2018 | Q4 2019 | 7 |
Tarbox Family Office, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 7 |
MetLife Investment Management, LLC | 7 | 7 | 0.00% | 0.02% | 0.02% | Q3 2018 | Q1 2020 | 7 |
TRUEWEALTH LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2019 | 7 |
Fiera Capital Corp | 7 | 7 | 0.02% | 0.08% | 0.11% | Q3 2018 | Q1 2020 | 7 |
ENTERPRISE FINANCIAL SERVICES CORP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
Valeo Financial Advisors, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 7 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 7 | 7 | 0.14% | 0.18% | 0.23% | Q2 2018 | Q4 2019 | 7 |
ENVESTNET ASSET MANAGEMENT INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 7 |
MISSION WEALTH MANAGEMENT, LP | 7 | 7 | 0.03% | 0.04% | 0.06% | Q2 2018 | Q4 2019 | 7 |
CHARTWELL INVESTMENT PARTNERS, LLC | 6 | 6 | 0.11% | 0.37% | 0.54% | Q4 2018 | Q1 2020 | 6 |
QCI ASSET MANAGEMENT INC/NY | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
Squarepoint Ops LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 6 |
Investors Research Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 6 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2019 | 6 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
Lindbrook Capital, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
Riverview Trust Co | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2020 | 6 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 6 |
Winthrop Partners - WNY, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2019 | 6 |
FinTrust Capital Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
Neuburgh Advisers LLC | 6 | 6 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q3 2019 | 6 |
Holocene Advisors, LP | 6 | 6 | 0.00% | 0.04% | 0.09% | Q2 2018 | Q3 2019 | 6 |
Paloma Partners Management Co | 6 | 6 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q4 2019 | 6 |
Mercer Capital Advisers, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2019 | 6 |
BALYASNY ASSET MANAGEMENT L.P. | 4 | 2 | 0.00% | 0.03% | 0.08% | Q3 2018 | Q1 2020 | 6 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2019 | 6 |
ACIMA PRIVATE WEALTH, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2020 | 6 |
Community Bank, N.A. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
MILLENNIUM MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2020 | 6 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
Rehmann Capital Advisory Group | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
Flinton Capital Management LLC | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2019 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2019 | 6 |
Stone Ridge Asset Management LLC | 6 | 6 | 0.02% | 0.06% | 0.10% | Q4 2018 | Q1 2020 | 6 |
Meadow Creek Investment Management LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2019 | 6 |
FIDUCIARY TRUST CO | 5 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2019 | 6 |
Reilly Herbert Faulkner III | 6 | 6 | 0.27% | 0.42% | 0.56% | Q2 2018 | Q3 2019 | 6 |
KEYBANK NATIONAL ASSOCIATION/OH | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
NATIXIS | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q4 2019 | 6 |
Tyers Asset Management LLC | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2019 | 6 |
AMUNDI ASSET MANAGEMENT US, INC. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2019 | 6 |
Steward Partners Investment Advisory, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 6 |
Manchester Capital Management LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
JOHNSON INVESTMENT COUNSEL INC | 6 | 6 | 0.03% | 0.05% | 0.07% | Q3 2018 | Q4 2019 | 6 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 3 | 2 | 0.00% | 0.29% | 0.59% | Q2 2018 | Q1 2020 | 5 |
OXFORD ASSET MANAGEMENT LLP | 3 | 2 | 0.02% | 0.04% | 0.05% | Q2 2018 | Q3 2019 | 5 |
WILLIAMS JONES & ASSOCIATES LLC | 5 | 5 | 0.25% | 0.35% | 0.51% | Q2 2018 | Q2 2019 | 5 |
Ashfield Capital Partners, LLC | 5 | 5 | 0.04% | 0.06% | 0.08% | Q2 2018 | Q2 2019 | 5 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 5 |
ROCKLAND TRUST CO | 2 | 1 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q4 2019 | 5 |
BURNEY CO/ | 5 | 5 | 0.02% | 0.06% | 0.19% | Q2 2018 | Q2 2019 | 5 |
Granite Investment Partners, LLC | 5 | 5 | 0.04% | 0.22% | 0.88% | Q4 2018 | Q4 2019 | 5 |
Berman Capital Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
MOTCO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 5 |
FIRST TRUST ADVISORS LP | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2020 | 5 |
Utah Retirement Systems | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2019 | 5 |
South Dakota Investment Council | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 5 |
AQR Capital Management | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q1 2020 | 5 |
Pacer Advisors, Inc. | 3 | 2 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q4 2019 | 5 |
TUDOR INVESTMENT CORP ET AL | 5 | 5 | 0.02% | 0.05% | 0.10% | Q3 2018 | Q3 2019 | 5 |
Archford Capital Strategies, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
NumerixS Investment Technologies Inc | 4 | 1 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q1 2020 | 5 |
NEXT Financial Group, Inc | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 5 |
Advisors Asset Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2019 | 5 |
Epoch Investment Partners, Inc. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q2 2019 | 5 |
First Bank & Trust | 5 | 5 | 0.00% | 0.02% | 0.02% | Q2 2018 | Q2 2019 | 5 |
BOKF, NA | 5 | 5 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q4 2019 | 5 |
AGF Investments LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
SVB WEALTH LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 5 |
GSA CAPITAL PARTNERS LLP | 3 | 1 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q1 2020 | 5 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 5 | 5 | 0.02% | 0.08% | 0.13% | Q2 2018 | Q2 2019 | 5 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
BAHL & GAYNOR INC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2019 | 5 |
Zions Bancorporation, N.A. | 5 | 5 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q4 2019 | 5 |
TimesSquare Capital Management, LLC | 5 | 5 | 0.02% | 0.16% | 0.26% | Q4 2018 | Q4 2019 | 5 |
CITIZENS FINANCIAL GROUP INC/RI | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 5 |
Cornerstone Advisors, Inc. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2019 | 5 |
Wesleyan Assurance Society | 5 | 5 | 0.02% | 0.09% | 0.15% | Q1 2019 | Q1 2020 | 5 |
FIRST INTERSTATE BANK | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 5 |
PRIO WEALTH LIMITED PARTNERSHIP | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q2 2019 | 5 |
Crossmark Global Holdings, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 5 |
ING GROEP NV | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2019 | 4 |
PATHSTONE FAMILY OFFICE, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
Machina Capital S.A.S. | 4 | 4 | 0.00% | 0.08% | 0.13% | Q1 2019 | Q4 2019 | 4 |
Energy Opportunities Capital Management, LLC | 4 | 4 | 0.93% | 0.97% | 1.06% | Q3 2018 | Q2 2019 | 4 |
Baird Financial Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
SALEM INVESTMENT COUNSELORS INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
HM PAYSON & CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q1 2019 | 4 |
Court Place Advisors, LLC | 2 | 2 | 0.09% | 0.11% | 0.12% | Q2 2018 | Q2 2019 | 4 |
CULLEN/FROST BANKERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2019 | 4 |
WealthTrust Fairport, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
TRUE Private Wealth Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 4 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.07% | 0.08% | 0.11% | Q3 2018 | Q3 2019 | 4 |
TEACHERS ADVISORS, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q1 2019 | 4 |
Taylor Hoffman Wealth Management | 4 | 4 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q2 2019 | 4 |
Global Retirement Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Ferris Capital, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Front Row Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
A.R.T. Advisors, LLC | 3 | 1 | 0.02% | 0.05% | 0.08% | Q3 2018 | Q3 2019 | 4 |
MARSHALL WACE, LLP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q1 2020 | 4 |
Brandywine Global Investment Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 4 |
Point72 Hong Kong Ltd | 2 | 1 | 0.00% | 0.04% | 0.10% | Q3 2018 | Q1 2020 | 4 |
FIL Ltd | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
SeaCrest Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Parisi Gray Wealth Management | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
Avestar Capital, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2019 | 4 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Trust Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
TCI Wealth Advisors, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 4 |
Gallagher Fiduciary Advisors, LLC | 4 | 4 | 5.56% | 10.05% | 13.93% | Q2 2018 | Q1 2019 | 4 |
SYNOVUS FINANCIAL CORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 4 |
Teton Advisors, Inc. | 4 | 4 | 0.02% | 0.05% | 0.08% | Q2 2019 | Q1 2020 | 4 |
BP PLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
PINNACLE ASSOCIATES LTD | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2019 | 4 |
SIR Capital Management, L.P. | 3 | 1 | 0.44% | 0.71% | 1.10% | Q3 2018 | Q3 2019 | 4 |
Penn Capital Management Company, LLC | 4 | 4 | 0.06% | 0.08% | 0.10% | Q2 2018 | Q1 2019 | 4 |
OppenheimerFunds, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
SEVEN EIGHT CAPITAL, LP | 2 | 1 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q4 2019 | 4 |
COMMONWEALTH BANK OF AUSTRALIA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Global Wealth Management Investment Advisory, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
TSFG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 4 | 4 | 0.18% | 0.24% | 0.30% | Q3 2018 | Q2 2019 | 4 |
Financial Architects, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
MACQUARIE GROUP LTD | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 4 |
Stonebridge Capital Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
First Personal Financial Services | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
Wealthspire Advisors, L.P. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
Texas Yale Capital Corp. | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q1 2019 | 3 |
Snowden Capital Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
TRUSTCORE FINANCIAL SERVICES, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2019 | 3 |
Heritage Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Encompass Capital Advisors LLC | 3 | 3 | 0.20% | 1.10% | 1.87% | Q4 2018 | Q2 2019 | 3 |
Clarus Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Man Group plc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 3 |
CONGRESS ASSET MANAGEMENT CO /MA | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2020 | 3 |
PIEDMONT INVESTMENT ADVISORS INC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 3 |
HL FINANCIAL SERVICES LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
Edge Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Squar Milner Financial Services LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
JOYN Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
VICTORY CAPITAL MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
WELLINGTON MANAGEMENT GROUP LLP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2019 | 3 |
Allianz Asset Management GmbH | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Kore Private Wealth LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2019 | 3 |
Ancora Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 3 |
MARINO, STRAM & ASSOCIATES LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 3 |
Heritage Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Mariner, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 3 |
Marshall Wace North America L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 3 |
Patten Group, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q4 2018 | 3 |
TDAM USA INC. | 3 | 3 | 0.04% | 0.06% | 0.07% | Q2 2018 | Q4 2018 | 3 |
D.A. DAVIDSON & CO. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 3 |
Cipher Capital LP | 2 | 1 | 0.02% | 0.05% | 0.07% | Q3 2018 | Q2 2019 | 3 |
Realta Investment Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Jacobi Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Legacy Financial Advisors, Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q1 2019 | 3 |
FIRST FINANCIAL CORP /IN/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Financial Gravity Asset Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 3 |
Gradient Investments LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 3 |
Gardner Russo & Gardner | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
CAPTRUST FINANCIAL ADVISORS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Fieldpoint Private Securities, LLC | 3 | 3 | 0.02% | 0.04% | 0.07% | Q2 2019 | Q4 2019 | 3 |
Israel Discount Bank of New York | 3 | 3 | 0.01% | 0.03% | 0.05% | Q3 2018 | Q1 2019 | 3 |
Gotham Asset Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q1 2020 | 3 |
STRS OHIO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
WASHINGTON TRUST BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
WINTON GROUP Ltd | 3 | 3 | 0.01% | 0.03% | 0.04% | Q3 2019 | Q1 2020 | 3 |
KENNEDY CAPITAL MANAGEMENT LLC | 3 | 3 | 0.02% | 0.05% | 0.11% | Q3 2019 | Q1 2020 | 3 |
CWM, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Lafayette Investments | 3 | 3 | 0.19% | 0.25% | 0.28% | Q2 2018 | Q4 2018 | 3 |
Douglass Winthrop Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 3 | 3 | 0.10% | 0.16% | 0.20% | Q3 2019 | Q1 2020 | 3 |
DELTA ASSET MANAGEMENT LLC/TN | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 3 |
Proficio Capital Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q4 2019 | 3 |
Taylor Wealth Management Partners | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Robeco Institutional Asset Management B.V. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 3 |
Manatuck Hill Partners, LLC | 2 | 1 | 0.81% | 0.82% | 0.84% | Q2 2018 | Q4 2019 | 3 |
Essex Savings Bank | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q2 2019 | 3 |
CANADA PENSION PLAN INVESTMENT BOARD | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 3 |
Williams Jones Wealth Management, LLC. | 3 | 3 | 0.02% | 0.07% | 0.11% | Q3 2019 | Q1 2020 | 3 |
One Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 3 |
Engineers Gate Manager LP | 2 | 1 | 0.02% | 0.12% | 0.31% | Q2 2018 | Q2 2019 | 3 |
BlueCrest Capital Management Ltd | 3 | 3 | 0.02% | 0.05% | 0.08% | Q2 2018 | Q4 2018 | 3 |
EVOKE WEALTH, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q1 2020 | 3 |
HBK INVESTMENTS L P | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q4 2018 | 3 |
HighVista Strategies LLC | 3 | 3 | 0.32% | 0.38% | 0.48% | Q2 2019 | Q4 2019 | 3 |
Greylin Investment Management, Inc | 2 | 1 | 0.07% | 0.31% | 0.74% | Q2 2018 | Q1 2019 | 3 |
MASSMUTUAL TRUST CO FSB/ADV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Laurion Capital Management LP | 2 | 1 | 0.01% | 0.13% | 0.25% | Q2 2018 | Q1 2020 | 3 |
PIER 88 INVESTMENT PARTNERS LLC | 3 | 3 | 0.16% | 0.17% | 0.20% | Q2 2019 | Q4 2019 | 3 |
HARVEY INVESTMENT CO LLC | 2 | 1 | 0.04% | 0.04% | 0.05% | Q2 2018 | Q1 2019 | 3 |
FIRST MERCANTILE TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
TCW GROUP INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Palo Capital, Inc. | 2 | 2 | 0.24% | 0.42% | 0.59% | Q2 2018 | Q3 2018 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
SHELL ASSET MANAGEMENT CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
RWC Asset Management LLP | 2 | 2 | 0.03% | 0.06% | 0.08% | Q2 2018 | Q3 2018 | 2 |
Itau Unibanco Holding S.A. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q4 2019 | 2 |
Westside Investment Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
BOSTON ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Farmers National Bank | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q2 2019 | 2 |
EnTrust Global Partners Offshore LP | 2 | 2 | 0.59% | 0.63% | 0.66% | Q2 2018 | Q3 2018 | 2 |
FULTON BANK, N.A. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q1 2019 | 2 |
Zions Bancorporation | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2018 | 2 |
SUN LIFE FINANCIAL INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
CARDINAL CAPITAL MANAGEMENT LLC /CT | 2 | 2 | 0.44% | 0.51% | 0.59% | Q2 2018 | Q3 2018 | 2 |
Teza Capital Management LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2019 | Q3 2019 | 2 |
Walleye Capital LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Oakworth Capital, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Private Harbour Investment Management & Counsel, LLC | 2 | 2 | 0.22% | 0.23% | 0.24% | Q2 2018 | Q3 2018 | 2 |
Lavaca Capital LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.02% | 0.07% | 0.12% | Q2 2018 | Q1 2019 | 2 |
OMERS ADMINISTRATION Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 2 |
SUNTRUST BANKS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Janney Montgomery Scott LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Mount Yale Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Allen Investment Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
CS MCKEE LP | 2 | 2 | 0.14% | 0.23% | 0.33% | Q2 2018 | Q3 2018 | 2 |
Liberty Mutual Group Asset Management Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
SG3 Management, LLC | 1 | 1 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q2 2020 | 2 |
HAP Trading, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q1 2019 | 2 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
AXA S.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
HighTower Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
ELEMENT CAPITAL MANAGEMENT LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2018 | Q3 2018 | 2 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Trexquant Investment LP | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q3 2019 | 2 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 2 |
Arosa Capital Management LP | 2 | 2 | 1.40% | 1.43% | 1.46% | Q2 2019 | Q3 2019 | 2 |
MML INVESTORS SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 2 |
TWO SIGMA SECURITIES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
JS Capital Management LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q1 2020 | 2 |
COMMONWEALTH EQUITY SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Advisory Alpha, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Independent Advisor Alliance | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2018 | Q3 2018 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Cambridge Investment Research Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
AVIVA PLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
JENNISON ASSOCIATES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Cutler Group LLC / CA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 2 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
PDT Partners, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q1 2020 | 2 |
AlphaCrest Capital Management LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2019 | Q4 2019 | 2 |
CREDIT AGRICOLE S A | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
CARLSON CAPITAL L P | 2 | 2 | 0.03% | 0.08% | 0.12% | Q2 2019 | Q3 2019 | 2 |
Migdal Insurance & Financial Holdings Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Qube Research & Technologies Ltd | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q2 2019 | 2 |
BEACONLIGHT CAPITAL, LLC | 2 | 2 | 4.34% | 6.79% | 9.24% | Q2 2018 | Q3 2018 | 2 |
Phocas Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
OneDigital Investment Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
CIGNA INVESTMENTS INC /NEW | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q1 2020 | 2 |
Sowell Financial Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Catalyst Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 2 |
AdvisorNet Financial, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Column Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
SYMPHONY ASSET MANAGEMENT LLC | 1 | 1 | 0.05% | 0.06% | 0.06% | Q3 2018 | Q1 2019 | 2 |
abrdn plc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
State of New Jersey Common Pension Fund D | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
LAZARD ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
ISTHMUS PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Watermark Asset Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
KGH Ltd | 2 | 2 | 3.20% | 5.99% | 8.78% | Q1 2020 | Q2 2020 | 2 |
JANE STREET GROUP, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
MUFG Americas Holdings Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Penserra Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
KING LUTHER CAPITAL MANAGEMENT CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
MCDANIEL TERRY & CO | 2 | 2 | 0.10% | 0.38% | 0.66% | Q2 2018 | Q3 2018 | 2 |
MONTAG A & ASSOCIATES INC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2018 | Q3 2018 | 2 |
WealthTrust-Arizona, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2018 | 2 |
Savior LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
BELLEVUE ASSET MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
GRIFFIN ASSET MANAGEMENT, INC. | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2018 | Q3 2018 | 2 |
APG Asset Management N.V. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Raymond James Financial Services Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Chicago Partners Investment Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Quantbot Technologies LP | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2019 | 2 |
Barrett Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
SHELTON CAPITAL MANAGEMENT | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q1 2019 | 2 |
KANAWHA CAPITAL MANAGEMENT LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2018 | Q3 2018 | 2 |
BLAIR WILLIAM & CO/IL | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2018 | Q2 2018 | 1 |
Evercore Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Kimelman & Baird, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2018 | Q2 2018 | 1 |
AJ WEALTH STRATEGIES, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Asset Advisors Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
TWO SIGMA ADVISERS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
STEVENS CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
ASSOCIATED BANC-CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
KEATING INVESTMENT COUNSELORS INC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2018 | Q2 2018 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
AidennLair Capital Management LP | 1 | 1 | 0.92% | 0.92% | 0.92% | Q2 2018 | Q2 2018 | 1 |
UMB Bank, n.a. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Ensign Peak Advisors, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Hilton Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Renaissance Technologies | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
FORA Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
SCOUT INVESTMENTS, INC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2019 | Q3 2019 | 1 |
First Command Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
OPPENHEIMER & CO INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
LORD, ABBETT & CO. LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
TWO SIGMA INVESTMENTS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Coatue Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
FRONTIER INVESTMENT MGMT CO | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2018 | Q2 2018 | 1 |
KHP Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
Lionsbridge Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Leap Investments LP | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2019 | Q3 2019 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Personal Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Prestige Wealth Management Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
1832 Asset Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Premia Global Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
ELM ADVISORS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
GREAT LAKES ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
DEAN INVESTMENT ASSOCIATES, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
HARBOR INVESTMENT ADVISORY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
MASTERS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
STEPH & CO | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
Connor, Clark & Lunn Investment Management Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Salient Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
MOODY ALDRICH PARTNERS LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2019 | Q4 2019 | 1 |
BRANT POINT INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2018 | Q2 2018 | 1 |
Pathway Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
OSAIC HOLDINGS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Keeler Thomas Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2020 | Q1 2020 | 1 |
O'Brien Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Gryphon Financial Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
CINCINNATI INSURANCE CO | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2018 | Q2 2018 | 1 |
Jefferies Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Spark Investment Management LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2019 | Q1 2019 | 1 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
C Partners Holding GmbH | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
CARILLON TOWER ADVISERS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
ASSET ADVISORS CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
GeoSphere Capital Management, LLC | 1 | 1 | 3.24% | 3.24% | 3.24% | Q3 2019 | Q3 2019 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Inspire Investing, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
OAKBROOK INVESTMENTS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2018 | Q2 2018 | 1 |
Atom Investors LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2018 | Q4 2018 | 1 |
Kaizen Advisory, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2018 | Q2 2018 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
People's United Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2019 | Q4 2019 | 1 |
FUKOKU MUTUAL LIFE INSURANCE Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Dean Capital Management | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2019 | Q4 2019 | 1 |
Fondren Management LP | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2020 | Q1 2020 | 1 |
Arden Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Quantinno Capital Management LP | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2019 | Q2 2019 | 1 |
FORT, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Vestpro Financial Partners, Inc. dba CPF Texas | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Trust Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Richard Bernstein Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
JGP Wealth Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2018 | Q2 2018 | 1 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Focused Wealth Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2018 | Q3 2018 | 1 |
ACADIAN ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Price Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Korea Investment CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Blueshift Asset Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Quantamental Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
First Command Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Capital Planning Advisors, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2018 | Q2 2018 | 1 |
NORTH POINT PORTFOLIO MANAGERS CORP/OH | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2018 | Q2 2018 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
FRED ALGER MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
361 CAPITAL LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2019 | Q1 2019 | 1 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Claro Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
FULLER & THALER ASSET MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
Fruth Investment Management | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2018 | Q3 2018 | 1 |
Versor Investments LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Miller Investment Management, LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2018 | Q2 2018 | 1 |
Bremer Bank National Association | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Quadrature Capital Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
CINCINNATI FINANCIAL CORP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2018 | Q2 2018 | 1 |
External links
This page lists all the filers that currently own APERGY CORP or have owned APERGY CORP in the past.