Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BARCLAYS PLC | 25 | 25 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2019 | 74 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 25 | 25 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2019 | 69 |
CITIGROUP INC | 25 | 25 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q2 2019 | 60 |
Walleye Trading LLC | 25 | 25 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2019 | 56 |
PEAK6 Group LLC | 21 | 21 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q2 2018 | 55 |
DEUTSCHE BANK AG\ | 24 | 24 | 0.00% | 0.03% | 0.11% | Q3 2013 | Q2 2019 | 53 |
UBS Group AG | 19 | 19 | 0.00% | 0.02% | 0.10% | Q4 2014 | Q2 2019 | 49 |
BANK OF AMERICA CORP /DE/ | 25 | 25 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q2 2019 | 45 |
Spot Trading L.L.C | 15 | 15 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q1 2017 | 42 |
Citadel Advisors | 12 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2019 | 42 |
ROYAL BANK OF CANADA | 25 | 25 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2019 | 40 |
TWO SIGMA INVESTMENTS, LP | 15 | 1 | 0.00% | 0.03% | 0.16% | Q2 2013 | Q2 2019 | 39 |
GOLDMAN SACHS GROUP INC | 25 | 4 | 0.00% | 0.02% | 0.08% | Q1 2012 | Q2 2019 | 37 |
Cutler Group LLC / CA | 15 | 15 | 0.00% | 0.00% | 0.06% | Q4 2015 | Q2 2019 | 36 |
Parallax Volatility Advisers, L.P. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2018 | 33 |
PM CAPITAL Ltd | 33 | 33 | 0.95% | 9.65% | 23.54% | Q3 2015 | Q3 2023 | 33 |
WELLS FARGO & COMPANY/MN | 25 | 25 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2019 | 30 |
WOLVERINE TRADING, LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q2 2019 | 30 |
HAP Trading, LLC | 13 | 1 | 0.00% | 0.03% | 0.31% | Q3 2013 | Q4 2018 | 29 |
CREDIT SUISSE AG/ | 26 | 26 | 0.00% | 0.04% | 0.15% | Q1 2013 | Q2 2019 | 27 |
Markel Corporation | 24 | 2 | 0.10% | 0.31% | 0.67% | Q3 2013 | Q1 2020 | 26 |
Neuberger Berman Group LLC | 25 | 25 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2019 | 26 |
TimesSquare Capital Management, LLC | 26 | 26 | 0.66% | 0.86% | 1.18% | Q2 2013 | Q3 2019 | 26 |
FMR LLC | 25 | 25 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q2 2019 | 25 |
MCKINLEY CAPITAL MANAGEMENT LLC | 25 | 25 | 0.02% | 0.59% | 1.82% | Q2 2013 | Q2 2019 | 25 |
Partners Group Holding AG | 25 | 25 | 0.63% | 1.66% | 3.47% | Q2 2013 | Q2 2019 | 25 |
THORNBURG INVESTMENT MANAGEMENT INC | 25 | 25 | 0.15% | 0.37% | 0.82% | Q2 2013 | Q2 2019 | 25 |
RBF Capital, LLC | 25 | 25 | 0.03% | 0.04% | 0.08% | Q2 2013 | Q2 2019 | 25 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 25 | 25 | 0.01% | 0.59% | 1.02% | Q2 2013 | Q2 2019 | 25 |
BNP PARIBAS FINANCIAL MARKETS | 25 | 25 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q2 2019 | 25 |
MILLER VALUE PARTNERS, LLC | 25 | 25 | 0.04% | 0.21% | 0.59% | Q2 2013 | Q2 2019 | 25 |
MORGAN STANLEY | 25 | 25 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q2 2019 | 25 |
JPMORGAN CHASE & CO | 25 | 25 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q2 2019 | 25 |
OPPENHEIMER & CO INC | 25 | 25 | 0.01% | 0.07% | 0.22% | Q2 2013 | Q2 2019 | 25 |
Invesco Ltd. | 25 | 25 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2019 | 25 |
HSBC HOLDINGS PLC | 20 | 5 | 0.00% | 0.00% | 0.02% | Q1 2012 | Q2 2019 | 25 |
BROWN ADVISORY INC | 25 | 25 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2019 | 25 |
Legal & General Group Plc | 25 | 25 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2019 | 25 |
PNC FINANCIAL SERVICES GROUP, INC. | 20 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2019 | 24 |
BANK OF MONTREAL /CAN/ | 15 | 9 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q2 2019 | 24 |
Creative Planning | 8 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2019 | 24 |
US BANCORP \DE\ | 15 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2019 | 24 |
RAYMOND JAMES & ASSOCIATES | 24 | 24 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2019 | 24 |
M.D. Sass, Inc. | 23 | 23 | 0.02% | 0.29% | 0.94% | Q4 2013 | Q2 2019 | 23 |
ROYCE & ASSOCIATES LP | 22 | 22 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q3 2018 | 22 |
Arbiter Partners Capital Management LLC | 22 | 22 | 0.02% | 0.06% | 0.17% | Q2 2013 | Q3 2018 | 22 |
HOLLENCREST CAPITAL MANAGEMENT | 22 | 22 | 0.03% | 0.05% | 0.07% | Q4 2013 | Q1 2019 | 22 |
Cowen Prime Services LLC | 18 | 4 | 0.01% | 0.38% | 1.96% | Q2 2013 | Q4 2018 | 22 |
IFP Advisors, Inc | 14 | 1 | 0.00% | 0.00% | 0.03% | Q4 2015 | Q2 2021 | 21 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 20 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2019 | 21 |
STIFEL FINANCIAL CORP | 13 | 8 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q2 2019 | 21 |
GMT CAPITAL CORP | 21 | 21 | 0.03% | 1.69% | 3.41% | Q2 2013 | Q2 2018 | 21 |
DnB Asset Management AS | 21 | 21 | 0.02% | 0.04% | 0.06% | Q2 2014 | Q2 2019 | 21 |
GSA CAPITAL PARTNERS LLP | 6 | 1 | 0.02% | 0.10% | 0.32% | Q2 2013 | Q2 2019 | 20 |
COMPTON CAPITAL MANAGEMENT INC /RI | 18 | 2 | 0.09% | 0.15% | 0.22% | Q2 2014 | Q2 2019 | 20 |
OppenheimerFunds, Inc. | 20 | 20 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q1 2019 | 20 |
AMERIPRISE FINANCIAL INC | 10 | 10 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q2 2019 | 20 |
Winslow, Evans & Crocker, Inc. | 19 | 19 | 0.04% | 0.08% | 0.17% | Q4 2014 | Q2 2019 | 19 |
Concourse Capital Management, LLC | 14 | 5 | 1.34% | 3.86% | 6.34% | Q4 2013 | Q2 2019 | 19 |
Robeco Institutional Asset Management B.V. | 14 | 2 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q2 2019 | 19 |
Capital World Investors | 19 | 19 | 0.02% | 0.05% | 0.09% | Q4 2014 | Q2 2019 | 19 |
MOODY NATIONAL BANK TRUST DIVISION | 19 | 19 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q2 2019 | 19 |
Private Advisor Group, LLC | 19 | 19 | 0.00% | 0.04% | 0.07% | Q4 2014 | Q2 2019 | 19 |
American National Registered Investment Advisor, Inc. | 19 | 19 | 0.07% | 0.19% | 0.38% | Q4 2014 | Q2 2019 | 19 |
Sigma Planning Corp | 19 | 19 | 0.04% | 0.09% | 0.13% | Q4 2014 | Q2 2019 | 19 |
ClearBridge Investments | 18 | 1 | 0.00% | 0.01% | 0.08% | Q3 2014 | Q2 2019 | 19 |
Clear Harbor Asset Management, LLC | 9 | 2 | 0.02% | 0.20% | 1.33% | Q2 2014 | Q2 2019 | 19 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2017 | 18 |
BECK MACK & OLIVER LLC | 18 | 18 | 0.92% | 2.49% | 4.26% | Q1 2015 | Q2 2019 | 18 |
LPL Financial LLC | 17 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q2 2019 | 18 |
Greenwich Investment Management, Inc. | 18 | 18 | 0.94% | 1.97% | 3.73% | Q4 2013 | Q1 2018 | 18 |
BALDWIN BROTHERS LLC/MA | 18 | 18 | 0.02% | 0.06% | 0.08% | Q1 2015 | Q2 2019 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2014 | 18 |
AMERICAN NATIONAL INSURANCE CO | 10 | 8 | 0.02% | 0.06% | 0.11% | Q4 2014 | Q2 2019 | 18 |
People's United Financial, Inc. | 18 | 18 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q3 2018 | 18 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 10 | 7 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2018 | 17 |
PineBridge Investments, L.P. | 17 | 17 | 0.00% | 0.03% | 0.12% | Q4 2014 | Q4 2018 | 17 |
HMI Capital Management, L.P. | 17 | 17 | 7.72% | 16.67% | 21.26% | Q2 2015 | Q2 2019 | 17 |
Evercore Wealth Management, LLC | 17 | 17 | 0.02% | 0.29% | 0.90% | Q2 2015 | Q2 2019 | 17 |
WILLIAMS JONES & ASSOCIATES LLC | 17 | 17 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q2 2019 | 17 |
JANE STREET GROUP, LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q2 2019 | 17 |
Serengeti Asset Management LP | 11 | 1 | 0.55% | 3.86% | 9.07% | Q2 2013 | Q2 2019 | 17 |
Veritable, L.P. | 13 | 4 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q2 2019 | 17 |
1832 Asset Management L.P. | 13 | 1 | 0.00% | 0.07% | 0.16% | Q2 2013 | Q2 2019 | 17 |
CHEMICAL BANK | 9 | 2 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q1 2018 | 17 |
Kovack Advisors, Inc. | 16 | 16 | 0.09% | 0.18% | 0.29% | Q3 2015 | Q2 2019 | 16 |
D.A. DAVIDSON & CO. | 13 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 16 |
Tower Research Capital LLC (TRC) | 7 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q2 2019 | 16 |
Pinnacle Holdings, LLC | 13 | 1 | 0.01% | 0.07% | 0.18% | Q3 2017 | Q1 2023 | 16 |
Enstar Group LTD | 16 | 16 | 7.51% | 12.06% | 17.48% | Q4 2019 | Q3 2023 | 16 |
MBM Wealth Consultants, LLC | 16 | 16 | 0.01% | 0.10% | 0.34% | Q4 2018 | Q3 2022 | 16 |
B. Riley Wealth Advisors, Inc. | 7 | 1 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q2 2019 | 16 |
OAKTREE CAPITAL MANAGEMENT LP | 12 | 4 | 0.07% | 0.31% | 0.61% | Q3 2012 | Q3 2016 | 16 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 16 | 16 | 0.01% | 0.04% | 0.07% | Q3 2015 | Q2 2019 | 16 |
SOL Capital Management CO | 15 | 15 | 0.24% | 0.39% | 0.56% | Q4 2015 | Q2 2019 | 15 |
TWO SIGMA ADVISERS, LP | 7 | 1 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q4 2018 | 15 |
MV CAPITAL MANAGEMENT, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2018 | 15 |
Raymond James Financial Services Advisors, Inc. | 11 | 4 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q2 2019 | 15 |
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. | 14 | 14 | 0.25% | 1.96% | 2.90% | Q1 2016 | Q2 2019 | 15 |
SEI INVESTMENTS CO | 15 | 15 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q2 2019 | 15 |
ProVise Management Group, LLC | 12 | 1 | 0.03% | 0.06% | 0.14% | Q1 2015 | Q2 2019 | 15 |
HighTower Advisors, LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q2 2019 | 15 |
Advisory Services Network, LLC | 11 | 4 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q3 2019 | 15 |
Covey Capital Advisors, LLC | 15 | 15 | 1.13% | 2.75% | 5.31% | Q4 2016 | Q2 2020 | 15 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.04% | 0.13% | Q2 2014 | Q2 2019 | 15 |
TWO SIGMA SECURITIES, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2019 | 14 |
HOWE & RUSLING INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2018 | 14 |
PZENA INVESTMENT MANAGEMENT LLC | 14 | 14 | 0.02% | 0.04% | 0.06% | Q1 2016 | Q2 2019 | 14 |
Cheyne Capital Management (UK) LLP | 14 | 14 | 0.35% | 1.47% | 2.49% | Q1 2016 | Q2 2019 | 14 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 9 | 5 | 0.40% | 0.67% | 1.06% | Q1 2014 | Q2 2019 | 14 |
CNA FINANCIAL CORP | 14 | 14 | 0.13% | 0.20% | 0.26% | Q4 2014 | Q1 2018 | 14 |
CACTI ASSET MANAGEMENT LLC | 14 | 14 | 0.07% | 0.09% | 0.11% | Q1 2016 | Q2 2019 | 14 |
LGT CAPITAL PARTNERS LTD. | 10 | 4 | 0.83% | 1.17% | 1.70% | Q4 2015 | Q2 2019 | 14 |
ALPS ADVISORS INC | 8 | 2 | 0.00% | 0.01% | 0.08% | Q3 2013 | Q2 2018 | 14 |
ICONIQ Capital, LLC | 14 | 14 | 0.17% | 0.27% | 0.40% | Q1 2016 | Q2 2019 | 14 |
Bluefin Trading, LLC | 7 | 1 | 0.01% | 0.08% | 0.28% | Q2 2014 | Q2 2019 | 13 |
SIMPLEX TRADING, LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2019 | 13 |
Skandinaviska Enskilda Banken AB (publ) | 10 | 3 | 0.06% | 0.32% | 0.65% | Q1 2016 | Q2 2019 | 13 |
ENDEAVOUR CAPITAL ADVISORS INC | 6 | 2 | 0.02% | 1.04% | 2.36% | Q2 2013 | Q2 2019 | 13 |
Advisor Group, Inc. | 13 | 13 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2019 | 13 |
ING GROEP NV | 7 | 1 | 0.09% | 0.33% | 0.73% | Q1 2015 | Q2 2019 | 13 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 5 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q2 2019 | 13 |
CONNING INC. | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2014 | Q3 2017 | 13 |
WFG Advisors, LP | 7 | 3 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2017 | 13 |
K.J. Harrison & Partners Inc | 13 | 13 | 0.07% | 0.31% | 0.88% | Q2 2013 | Q2 2016 | 13 |
Coronation Fund Managers Ltd. | 13 | 13 | 0.01% | 0.72% | 1.89% | Q2 2016 | Q2 2019 | 13 |
KARPAS STRATEGIES, LLC | 12 | 12 | 0.22% | 0.31% | 0.36% | Q3 2016 | Q2 2019 | 12 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 12 | 12 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q1 2016 | 12 |
HONEYWELL INTERNATIONAL INC | 12 | 12 | 0.29% | 0.36% | 0.45% | Q2 2014 | Q1 2017 | 12 |
MSI Financial Services Inc | 8 | 4 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2016 | 12 |
PEAK6 Investments LLC | 4 | 4 | 0.00% | 0.02% | 0.05% | Q3 2018 | Q2 2019 | 12 |
TORONTO DOMINION BANK | 7 | 2 | 0.00% | 0.03% | 0.07% | Q1 2013 | Q4 2017 | 12 |
HIGHFIELDS CAPITAL MANAGEMENT LP | 12 | 12 | 0.08% | 0.28% | 0.45% | Q1 2015 | Q4 2017 | 12 |
PUTNAM INVESTMENTS LLC | 7 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2019 | 12 |
Winfield Associates, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2017 | 12 |
Catalyst Capital Advisors LLC | 11 | 1 | 0.01% | 0.04% | 0.08% | Q1 2014 | Q2 2019 | 12 |
DIVIDEND ASSETS CAPITAL, LLC | 11 | 11 | 0.01% | 0.06% | 0.12% | Q4 2016 | Q2 2019 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q2 2019 | 11 |
Cetera Advisor Networks LLC | 10 | 1 | 0.01% | 0.03% | 0.04% | Q3 2016 | Q2 2019 | 11 |
Russell Investments Group, Ltd. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2019 | 11 |
Select Equity Group, L.P. | 7 | 4 | 0.04% | 0.12% | 0.26% | Q2 2014 | Q2 2019 | 11 |
SUNTRUST BANKS INC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2019 | 11 |
GROUP ONE TRADING, L.P. | 10 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2019 | 11 |
SG Americas Securities, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q2 2019 | 11 |
First Allied Advisory Services, Inc. | 5 | 1 | 0.01% | 0.04% | 0.07% | Q4 2013 | Q2 2019 | 10 |
WESTPORT RESOURCES MANAGEMENT INC | 9 | 9 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q4 2015 | 10 |
KELLEHER FINANCIAL ADVISORS | 9 | 1 | 0.43% | 1.31% | 2.40% | Q4 2016 | Q2 2019 | 10 |
EJF Capital LLC | 10 | 10 | 0.01% | 0.36% | 0.72% | Q2 2013 | Q3 2015 | 10 |
Segment Wealth Management, LLC | 10 | 10 | 0.17% | 0.33% | 0.45% | Q1 2017 | Q2 2019 | 10 |
BOSTON PROVIDENT, L.P. | 10 | 10 | 0.39% | 1.04% | 2.68% | Q2 2013 | Q3 2015 | 10 |
WHITEBOX ADVISORS LLC | 10 | 10 | 0.04% | 0.09% | 0.19% | Q2 2013 | Q3 2015 | 10 |
Algebris Investments (UK) LLP | 7 | 1 | 0.33% | 1.57% | 3.22% | Q3 2013 | Q4 2016 | 10 |
Morse Asset Management, Inc | 10 | 10 | 0.20% | 0.33% | 0.71% | Q1 2017 | Q2 2019 | 10 |
PRELUDE CAPITAL MANAGEMENT, LLC | 7 | 1 | 0.01% | 0.07% | 0.25% | Q1 2013 | Q3 2016 | 10 |
FIRST MANHATTAN CO. LLC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2016 | 10 |
Artemis Investment Management LLP | 10 | 10 | 0.03% | 0.11% | 0.24% | Q2 2015 | Q3 2017 | 10 |
Renaissance Technologies | 7 | 1 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q2 2019 | 10 |
TCI Wealth Advisors, Inc. | 10 | 10 | 0.01% | 0.03% | 0.07% | Q2 2016 | Q3 2018 | 10 |
Tiger Legatus Capital Management, LLC | 6 | 4 | 1.97% | 4.83% | 9.69% | Q1 2018 | Q1 2021 | 10 |
NN Investment Partners Holdings N.V. | 10 | 10 | 0.01% | 0.04% | 0.06% | Q3 2016 | Q4 2018 | 10 |
TIGER GLOBAL MANAGEMENT LLC | 10 | 10 | 5.64% | 6.64% | 9.05% | Q1 2017 | Q2 2019 | 10 |
LONESTAR CAPITAL MANAGEMENT LLC | 10 | 10 | 1.43% | 2.58% | 3.51% | Q1 2017 | Q2 2019 | 10 |
Horrell Capital Management, Inc. | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2015 | 10 |
Pinnacle Summer Investments, Inc. | 7 | 2 | 0.00% | 0.27% | 0.43% | Q3 2013 | Q4 2015 | 9 |
KNOTT DAVID M | 9 | 9 | 0.33% | 1.77% | 4.67% | Q2 2017 | Q2 2019 | 9 |
JANUS HENDERSON GROUP PLC | 9 | 9 | 0.01% | 0.02% | 0.07% | Q2 2017 | Q2 2019 | 9 |
PINNACLE FINANCIAL PARTNERS INC | 9 | 9 | 0.06% | 0.07% | 0.09% | Q2 2017 | Q2 2019 | 9 |
TIGER MANAGEMENT L.L.C. | 9 | 9 | 2.22% | 3.70% | 5.76% | Q2 2017 | Q2 2019 | 9 |
ROTHSCHILD INVESTMENT LLC /IL | 9 | 9 | 0.24% | 0.29% | 0.33% | Q2 2017 | Q2 2019 | 9 |
Global Endowment Management, LP | 9 | 9 | 0.05% | 0.40% | 0.96% | Q1 2015 | Q1 2017 | 9 |
DIMENSION CAPITAL MANAGEMENT LLC | 9 | 9 | 0.12% | 0.19% | 0.28% | Q2 2017 | Q2 2019 | 9 |
MARK ASSET MANAGEMENT LP | 6 | 3 | 0.06% | 0.16% | 0.75% | Q3 2016 | Q4 2019 | 9 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q2 2019 | 9 |
Quinn Opportunity Partners LLC | 9 | 9 | 0.05% | 0.21% | 0.41% | Q2 2017 | Q2 2019 | 9 |
Horizon Kinetics | 9 | 9 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q2 2015 | 9 |
Perigon Wealth Management, LLC | 5 | 4 | 0.01% | 0.30% | 0.63% | Q1 2015 | Q3 2017 | 9 |
VALLEY NATIONAL ADVISERS INC | 8 | 1 | 0.11% | 0.17% | 0.23% | Q3 2017 | Q4 2021 | 9 |
THOMPSON DAVIS & CO., INC. | 7 | 2 | 0.00% | 0.05% | 0.11% | Q3 2015 | Q3 2018 | 9 |
Coastal Bridge Advisors, LLC | 9 | 9 | 0.31% | 0.65% | 0.92% | Q2 2017 | Q2 2019 | 9 |
RAIFF PARTNERS INC | 4 | 1 | 1.99% | 4.48% | 8.12% | Q2 2013 | Q2 2017 | 9 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q1 2015 | 8 |
Westside Investment Management, Inc. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2019 | 8 |
Cetera Advisors LLC | 8 | 8 | 0.07% | 0.12% | 0.16% | Q3 2014 | Q2 2016 | 8 |
Penserra Capital Management LLC | 8 | 8 | 0.00% | 0.02% | 0.07% | Q4 2015 | Q3 2017 | 8 |
Weiss Multi-Strategy Advisers LLC | 3 | 1 | 0.01% | 0.10% | 0.24% | Q2 2013 | Q2 2019 | 8 |
SpiderRock Advisors, LLC | 3 | 3 | 0.00% | 0.04% | 0.12% | Q1 2017 | Q3 2017 | 8 |
Covington Capital Management | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2019 | 8 |
Coronation Asset Management (Pty) Ltd. | 8 | 8 | 0.91% | 1.86% | 2.19% | Q2 2014 | Q1 2016 | 8 |
GLENMEDE TRUST CO NA | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2019 | 8 |
STEPHENS INC /AR/ | 5 | 3 | 0.01% | 0.03% | 0.07% | Q1 2017 | Q2 2019 | 8 |
B. Riley Wealth Management, Inc. | 6 | 1 | 0.03% | 0.06% | 0.09% | Q1 2014 | Q2 2019 | 8 |
HUNTINGTON NATIONAL BANK | 5 | 3 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2018 | 8 |
CLEAR STREET MARKETS LLC | 3 | 1 | 0.00% | 0.06% | 0.25% | Q2 2014 | Q4 2017 | 8 |
Stelac Advisory Services LLC | 8 | 8 | 0.04% | 0.09% | 0.29% | Q3 2017 | Q2 2019 | 8 |
Timber Hill LLC | 5 | 1 | 0.00% | 0.03% | 0.18% | Q2 2014 | Q2 2019 | 8 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 8 |
Belpointe Asset Management LLC | 6 | 2 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q4 2021 | 8 |
PIN OAK INVESTMENT ADVISORS INC | 7 | 7 | 0.03% | 0.92% | 1.90% | Q4 2017 | Q2 2019 | 7 |
Slow Capital, Inc. | 7 | 7 | 0.70% | 0.81% | 0.94% | Q4 2017 | Q2 2019 | 7 |
Adalta Capital Management LLC | 7 | 7 | 0.18% | 0.23% | 0.34% | Q1 2017 | Q3 2018 | 7 |
MARSHALL WACE, LLP | 3 | 1 | 0.01% | 0.23% | 0.83% | Q1 2014 | Q2 2019 | 7 |
FIRST MIDWEST BANK TRUST DIVISION | 5 | 2 | 0.03% | 0.03% | 0.04% | Q3 2017 | Q2 2019 | 7 |
Allianz Asset Management GmbH | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2015 | 7 |
WESPAC Advisors, LLC | 7 | 7 | 0.82% | 0.96% | 1.40% | Q1 2017 | Q3 2018 | 7 |
Red Rocks Capital LLC | 6 | 1 | 4.26% | 13.21% | 17.19% | Q2 2013 | Q2 2015 | 7 |
HILLMAN CO | 7 | 7 | 2.43% | 8.49% | 15.34% | Q4 2017 | Q2 2019 | 7 |
Algebris (UK) Ltd | 4 | 2 | 1.14% | 3.54% | 7.17% | Q4 2017 | Q2 2019 | 7 |
Financial Gravity Asset Management, Inc. | 7 | 7 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q2 2022 | 7 |
ArrowMark Colorado Holdings LLC | 3 | 1 | 0.00% | 0.03% | 0.04% | Q1 2014 | Q2 2019 | 7 |
Grandeur Peak Global Advisors, LLC | 7 | 7 | 0.24% | 0.53% | 0.72% | Q1 2019 | Q3 2020 | 7 |
WADE G W & INC | 3 | 1 | 0.04% | 0.06% | 0.07% | Q1 2015 | Q3 2017 | 7 |
Koshinski Asset Management, Inc. | 7 | 7 | 0.07% | 0.10% | 0.12% | Q2 2017 | Q4 2018 | 7 |
SIGNATUREFD, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2019 | 7 |
Mariner, LLC | 5 | 2 | 0.19% | 0.38% | 0.59% | Q2 2015 | Q1 2017 | 7 |
Community Financial Services Group, LLC | 3 | 2 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2015 | 7 |
WEDBUSH SECURITIES INC | 4 | 3 | 0.03% | 0.03% | 0.04% | Q1 2017 | Q4 2018 | 7 |
CenterStar Asset Management, LLC | 2 | 1 | 0.00% | 0.02% | 0.07% | Q4 2017 | Q4 2018 | 7 |
Prospera Financial Services Inc | 6 | 1 | 0.10% | 0.21% | 0.40% | Q3 2017 | Q2 2019 | 7 |
CIBC WORLD MARKET INC. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2018 | 7 |
Private Capital Group, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 7 |
COMMONWEALTH EQUITY SERVICES, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2019 | 7 |
Integrated Investment Consultants, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q3 2017 | 7 |
SMH CAPITAL ADVISORS INC | 7 | 7 | 0.48% | 1.13% | 1.62% | Q4 2017 | Q2 2019 | 7 |
TAYLOR ASSET MANAGEMENT INC | 7 | 7 | 0.03% | 2.10% | 2.75% | Q2 2013 | Q4 2014 | 7 |
Swift Run Capital | 7 | 7 | 0.70% | 2.26% | 4.48% | Q4 2013 | Q2 2015 | 7 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2019 | 7 |
AMERICAN INTERNATIONAL GROUP, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2016 | 7 |
BECK CAPITAL MANAGEMENT, LLC | 7 | 7 | 1.52% | 1.81% | 2.06% | Q1 2017 | Q3 2018 | 7 |
Allen Investment Management, LLC | 7 | 7 | 0.04% | 0.04% | 0.05% | Q4 2017 | Q2 2019 | 7 |
Janney Montgomery Scott LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q2 2019 | 7 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2020 | 7 |
Evanston Investments, Inc., dba Evanston Advisors | 6 | 6 | 0.07% | 0.07% | 0.08% | Q3 2017 | Q4 2018 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
CLINTON GROUP INC | 2 | 1 | 0.02% | 0.10% | 0.16% | Q2 2013 | Q2 2018 | 6 |
Ranger International Management, LP | 6 | 6 | 0.00% | 2.05% | 3.67% | Q1 2014 | Q2 2015 | 6 |
Janney Capital Management LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q1 2015 | 6 |
ENVESTNET ASSET MANAGEMENT INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 6 |
Hillsdale Investment Management Inc. | 6 | 6 | 0.04% | 0.11% | 0.17% | Q4 2016 | Q1 2018 | 6 |
Springhouse Capital Management, LP | 6 | 6 | 0.76% | 2.16% | 2.76% | Q4 2015 | Q1 2017 | 6 |
CWA Asset Management Group, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q3 2017 | Q2 2019 | 6 |
First City Capital Management, Inc. | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2014 | Q3 2015 | 6 |
Destination Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
Origin Asset Management LLP | 6 | 6 | 0.02% | 0.99% | 1.45% | Q4 2016 | Q1 2018 | 6 |
Steward Partners Investment Advisory, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q2 2019 | 6 |
Chicago Partners Investment Group LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2018 | 6 |
Ancora Advisors LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2020 | 6 |
Bramshill Investments, LLC | 5 | 1 | 0.17% | 0.42% | 0.59% | Q2 2017 | Q4 2018 | 6 |
Blue Clay Capital Management, LLC | 5 | 5 | 0.13% | 0.92% | 1.42% | Q4 2014 | Q4 2015 | 6 |
Lombard Odier Asset Management (Switzerland) SA | 5 | 1 | 0.33% | 0.73% | 1.25% | Q1 2017 | Q2 2019 | 6 |
GUGGENHEIM CAPITAL LLC | 3 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q1 2018 | 6 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2019 | 6 |
Oakworth Capital, Inc. | 6 | 6 | 0.01% | 0.02% | 0.05% | Q2 2016 | Q3 2017 | 6 |
Bank of New York Mellon Corp | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 6 |
BOSTON ADVISORS LLC | 6 | 6 | 0.06% | 0.13% | 0.21% | Q1 2017 | Q2 2018 | 6 |
Patten Group, Inc. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q3 2018 | 6 |
Joel Isaacson & Co., LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2016 | 6 |
Cambridge Investment Research Advisors, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2018 | 6 |
Burt Wealth Advisors | 6 | 6 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q2 2019 | 6 |
Crestwood Advisors Group, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2019 | 6 |
WHITENER CAPITAL MANAGEMENT, INC. | 4 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2019 | 6 |
Waverly Advisors, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2014 | Q3 2015 | 6 |
Wealthstar Advisors, LLC | 6 | 6 | 0.17% | 0.27% | 0.35% | Q1 2018 | Q2 2019 | 6 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
BlackRock Fund Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
THOMAS STORY & SON LLC | 6 | 6 | 0.43% | 0.78% | 1.12% | Q2 2013 | Q3 2014 | 6 |
ADIRONDACK TRUST CO | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q3 2015 | 6 |
Baird Financial Group, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2016 | 6 |
Clearstead Trust, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 6 |
FIRST TRUST ADVISORS LP | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2017 | 6 |
Capital Bank & Trust Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
NEW VERNON INVESTMENT MANAGEMENT LLC | 6 | 6 | 2.39% | 3.67% | 6.29% | Q2 2013 | Q3 2014 | 6 |
TFS CAPITAL LLC | 6 | 6 | 0.04% | 0.11% | 0.16% | Q2 2013 | Q3 2014 | 6 |
FIRST NATIONAL BANK SIOUX FALLS | 6 | 6 | 0.01% | 0.08% | 0.21% | Q2 2015 | Q3 2016 | 6 |
Crow Point Partners, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q2 2017 | 6 |
Parisi Gray Wealth Management | 4 | 2 | 0.21% | 0.31% | 0.40% | Q4 2017 | Q2 2019 | 6 |
Vantage Investment Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2015 | 6 |
CENTRAL TRUST Co | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2019 | 5 |
J.P. Morgan Private Wealth Advisors LLC | 5 | 5 | 0.03% | 0.05% | 0.06% | Q2 2018 | Q2 2019 | 5 |
Acrospire Investment Management LLC | 5 | 5 | 0.02% | 0.08% | 0.16% | Q2 2016 | Q2 2017 | 5 |
AGF INVESTMENTS INC. | 5 | 5 | 0.06% | 0.09% | 0.11% | Q1 2015 | Q1 2016 | 5 |
Intrinsic Edge Capital Management LLC | 5 | 5 | 0.22% | 0.32% | 0.41% | Q1 2017 | Q1 2018 | 5 |
TRUST & FIDUCIARY MANAGEMENT SERVICES INC | 5 | 5 | 1.87% | 2.93% | 4.55% | Q4 2014 | Q4 2015 | 5 |
DOLIVER ADVISORS, LP | 5 | 5 | 0.13% | 0.18% | 0.22% | Q4 2020 | Q4 2021 | 5 |
ROPES WEALTH ADVISORS LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2018 | 5 |
SeaCrest Wealth Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 5 |
Shulman DeMeo Asset Management LLC | 4 | 1 | 0.29% | 0.52% | 1.27% | Q4 2018 | Q3 2021 | 5 |
FLAGSHIP HARBOR ADVISORS, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2019 | 5 |
ARROW FINANCIAL CORP | 5 | 5 | 0.02% | 0.07% | 0.10% | Q3 2013 | Q3 2014 | 5 |
NEW AMSTERDAM PARTNERS LLC/NY | 5 | 5 | 0.44% | 0.48% | 0.50% | Q1 2017 | Q1 2018 | 5 |
INTEGRAL DERIVATIVES, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q4 2016 | 5 |
BROWN BROTHERS HARRIMAN & CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
OLD NATIONAL BANCORP /IN/ | 5 | 5 | 0.02% | 0.03% | 0.03% | Q1 2017 | Q1 2018 | 5 |
RATIONAL ADVISORS LLC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q4 2012 | Q4 2013 | 5 |
Spectrum Management Group, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
RUSSELL FRANK CO/ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
CDAM (UK) Ltd | 5 | 5 | 2.93% | 10.78% | 17.46% | Q4 2017 | Q4 2018 | 5 |
ASSETMARK, INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
Quantbot Technologies LP | 2 | 1 | 0.01% | 0.07% | 0.12% | Q3 2013 | Q1 2015 | 5 |
GAM SYSTEMATIC LLP | 5 | 5 | 0.17% | 0.22% | 0.30% | Q3 2016 | Q3 2017 | 5 |
Cerebellum GP, LLC | 5 | 5 | 0.02% | 0.18% | 0.28% | Q1 2018 | Q1 2019 | 5 |
Wealthcare Advisory Partners LLC | 5 | 5 | 0.24% | 0.30% | 0.36% | Q2 2018 | Q2 2019 | 5 |
TD ASSET MANAGEMENT INC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q2 2015 | 5 |
Seelaus Asset Management LLC | 3 | 2 | 0.20% | 0.22% | 0.22% | Q1 2018 | Q2 2019 | 5 |
WESTPAC BANKING CORP | 5 | 5 | 0.74% | 0.97% | 1.09% | Q2 2013 | Q2 2014 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.00% | 0.05% | 0.07% | Q2 2013 | Q2 2014 | 5 |
WHITTIER TRUST CO OF NEVADA INC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2018 | 5 |
Walleye Capital LLC | 2 | 2 | 0.03% | 0.09% | 0.21% | Q1 2019 | Q2 2019 | 5 |
BIRINYI ASSOCIATES INC | 5 | 5 | 0.12% | 0.15% | 0.17% | Q3 2017 | Q3 2018 | 5 |
Cloud Gate Capital, LLC | 5 | 5 | 3.51% | 5.39% | 6.82% | Q4 2014 | Q4 2015 | 5 |
FDx Advisors, Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2018 | 5 |
BNP Paribas Asset Management Holding S.A. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2018 | 5 |
Perimeter Capital Partners, LLC | 5 | 5 | 0.22% | 0.57% | 1.11% | Q2 2013 | Q2 2014 | 5 |
PRIVATE TRUST CO NA | 3 | 2 | 0.00% | 0.17% | 0.34% | Q2 2014 | Q4 2015 | 5 |
Transamerica Financial Advisors, Inc. | 4 | 1 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q4 2015 | 5 |
WADDELL & REED FINANCIAL INC | 5 | 5 | 0.04% | 0.31% | 0.45% | Q2 2013 | Q2 2014 | 5 |
Airain ltd | 4 | 1 | 0.02% | 0.07% | 0.11% | Q4 2014 | Q2 2017 | 5 |
Toscafund Asset Management LLP | 4 | 1 | 3.23% | 6.43% | 10.83% | Q2 2013 | Q3 2014 | 5 |
GLOBEFLEX CAPITAL L P | 5 | 5 | 0.19% | 0.30% | 0.45% | Q1 2017 | Q1 2018 | 5 |
Texas Yale Capital Corp. | 4 | 4 | 0.08% | 0.12% | 0.14% | Q4 2014 | Q3 2015 | 4 |
Mosaic Family Wealth, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2016 | 4 |
First Houston Capital, Inc. | 4 | 4 | 0.37% | 0.41% | 0.46% | Q3 2013 | Q2 2014 | 4 |
44 WEALTH MANAGEMENT LLC | 4 | 4 | 0.10% | 0.20% | 0.42% | Q2 2021 | Q1 2022 | 4 |
First Command Financial Services, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2017 | 4 |
Marshall Wace North America L.P. | 1 | 1 | 0.01% | 0.17% | 0.61% | Q4 2013 | Q2 2019 | 4 |
Pettee Investors, Inc. | 4 | 4 | 0.10% | 0.11% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Jefferies Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q2 2017 | 4 |
DREMAN VALUE MANAGEMENT, L L C | 4 | 4 | 0.08% | 0.16% | 0.21% | Q2 2017 | Q1 2018 | 4 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
SG3 Management, LLC | 3 | 1 | 0.02% | 0.06% | 0.13% | Q2 2017 | Q4 2018 | 4 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 4 | 4 | 0.05% | 0.07% | 0.08% | Q2 2017 | Q1 2018 | 4 |
NATIXIS | 2 | 1 | 0.07% | 0.24% | 0.41% | Q2 2016 | Q1 2019 | 4 |
Northeast Financial Consultants Inc | 4 | 4 | 0.10% | 0.12% | 0.14% | Q3 2018 | Q2 2019 | 4 |
CANYON CAPITAL ADVISORS LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q3 2015 | 4 |
MILLENNIUM MANAGEMENT LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q4 2016 | 4 |
First Command Bank | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2017 | 4 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.01% | 0.03% | 0.11% | Q2 2014 | Q2 2019 | 4 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2014 | 4 |
Hoxton Financial, Inc. | 4 | 4 | 0.02% | 0.03% | 0.05% | Q3 2013 | Q2 2014 | 4 |
FRED ALGER MANAGEMENT, LLC | 4 | 4 | 0.11% | 0.15% | 0.19% | Q2 2013 | Q1 2014 | 4 |
Barnett & Company, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q2 2019 | 4 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 4 | 4 | 0.01% | 0.06% | 0.10% | Q2 2017 | Q1 2018 | 4 |
Rockefeller Capital Management L.P. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2019 | 4 |
Proficio Capital Partners LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q3 2016 | 4 |
CHESAPEAKE ASSET MANAGEMENT LLC | 4 | 4 | 0.60% | 1.11% | 1.61% | Q1 2017 | Q4 2017 | 4 |
AGF Investments LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2019 | 4 |
NAVELLIER & ASSOCIATES INC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q4 2018 | 4 |
Heritage Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
Alkeon Capital Management | 3 | 1 | 0.08% | 0.12% | 0.26% | Q4 2013 | Q2 2019 | 4 |
Geneva Advisors, LLC | 4 | 4 | 0.61% | 0.85% | 0.95% | Q2 2013 | Q1 2014 | 4 |
LANSDOWNE PARTNERS LIMITED PARTNERSHIP | 4 | 4 | 0.14% | 0.19% | 0.26% | Q2 2013 | Q1 2014 | 4 |
Index Management Solutions, LLC | 4 | 4 | 0.09% | 0.12% | 0.14% | Q1 2014 | Q4 2014 | 4 |
Invictus RG Pte. Ltd. | 3 | 1 | 0.02% | 0.45% | 0.78% | Q2 2013 | Q2 2014 | 4 |
EnTrust Global Partners Offshore LP | 4 | 4 | 0.70% | 0.87% | 0.95% | Q4 2017 | Q3 2018 | 4 |
CALDWELL & ORKIN INC | 2 | 1 | 0.88% | 1.03% | 1.25% | Q1 2014 | Q3 2017 | 4 |
Roble, Belko & Company, Inc | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q4 2016 | 4 |
Global Retirement Partners, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q4 2017 | 4 |
Squar Milner Financial Services LLC | 4 | 4 | 0.07% | 0.09% | 0.11% | Q2 2018 | Q1 2019 | 4 |
SPOT TRADING L.L.C. | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q3 2017 | 4 |
TEACHERS ADVISORS, LLC | 4 | 4 | 0.02% | 0.02% | 0.04% | Q4 2013 | Q3 2014 | 4 |
COMMONWEALTH BANK OF AUSTRALIA | 4 | 4 | 0.05% | 0.05% | 0.06% | Q2 2013 | Q1 2014 | 4 |
Capital International Investors | 4 | 4 | 0.02% | 0.03% | 0.06% | Q3 2018 | Q2 2019 | 4 |
TEALWOOD ASSET MANAGEMENT INC | 4 | 4 | 1.28% | 1.37% | 1.54% | Q1 2017 | Q4 2017 | 4 |
AMUNDI ASSET MANAGEMENT US, INC. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q2 2019 | 3 |
Global X Management CO LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2017 | 3 |
Psagot Value Holdings Ltd. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2014 | 3 |
PARA ADVISORS LLC | 2 | 1 | 2.57% | 3.82% | 5.89% | Q4 2015 | Q3 2016 | 3 |
Kavar Capital Partners, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2018 | 3 |
SANDERS MORRIS HARRIS LLC | 3 | 3 | 0.00% | 0.23% | 0.42% | Q1 2016 | Q3 2016 | 3 |
Aviance Capital Partners, LLC | 3 | 3 | 0.26% | 0.29% | 0.34% | Q1 2018 | Q3 2018 | 3 |
Jacobus Wealth Management, Inc. | 3 | 3 | 0.04% | 0.04% | 0.05% | Q3 2013 | Q1 2014 | 3 |
ETF MANAGERS GROUP, LLC | 3 | 3 | 0.15% | 0.16% | 0.19% | Q4 2017 | Q2 2018 | 3 |
MSD Partners, L.P. | 3 | 3 | 1.26% | 2.13% | 3.15% | Q1 2017 | Q3 2017 | 3 |
DekaBank Deutsche Girozentrale | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q1 2014 | 3 |
Quotient Investors, LLC | 2 | 1 | 0.36% | 0.87% | 1.51% | Q2 2013 | Q4 2016 | 3 |
Calamos Advisors LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2013 | 3 |
Kistler-Tiffany Companies, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
Meridian Wealth Management, LLC | 3 | 3 | 0.16% | 0.17% | 0.18% | Q3 2017 | Q1 2018 | 3 |
Camarda Financial Advisors, LLC | 3 | 3 | 0.16% | 0.18% | 0.22% | Q4 2017 | Q2 2018 | 3 |
COLONY GROUP LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q3 2019 | 3 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q1 2014 | 3 |
Lenox Wealth Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2022 | 3 |
IHT Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
RIVERSTONE GROUP, LLC | 3 | 3 | 1.45% | 2.77% | 4.53% | Q1 2019 | Q3 2019 | 3 |
Manning & Napier Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
HL FINANCIAL SERVICES LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
Rehmann Capital Advisory Group | 3 | 3 | 0.06% | 0.07% | 0.08% | Q4 2018 | Q2 2019 | 3 |
Kazazian Asset Management, LLC | 3 | 3 | 0.45% | 0.57% | 0.64% | Q4 2014 | Q2 2015 | 3 |
CI Global Investments Inc. | 3 | 3 | 0.04% | 0.14% | 0.23% | Q3 2013 | Q1 2014 | 3 |
CADENCE CAPITAL MANAGEMENT LLC | 3 | 3 | 0.14% | 0.17% | 0.21% | Q3 2013 | Q1 2014 | 3 |
Saban Capital Group LLC | 3 | 3 | 3.24% | 3.52% | 3.66% | Q4 2018 | Q2 2019 | 3 |
NEWGATE CAPITAL MANAGEMENT LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q3 2013 | Q1 2014 | 3 |
NumerixS Investment Technologies Inc | 2 | 1 | 0.01% | 0.03% | 0.04% | Q4 2015 | Q3 2016 | 3 |
AVIANCE CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.06% | 0.08% | Q3 2013 | Q1 2014 | 3 |
NEW ENGLAND SECURITIES CORP /MA/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
Perennial Advisors, LLC | 3 | 3 | 0.02% | 0.06% | 0.08% | Q4 2017 | Q2 2018 | 3 |
Kaizen Advisory, LLC | 3 | 3 | 0.05% | 0.43% | 0.70% | Q4 2017 | Q2 2018 | 3 |
BREWIN DOLPHIN LTD | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Alpine Global Management, LLC | 1 | 1 | 0.00% | 0.04% | 0.09% | Q2 2015 | Q3 2018 | 3 |
DSC Advisors, L.P. | 3 | 3 | 2.15% | 2.63% | 2.88% | Q1 2015 | Q3 2015 | 3 |
Lake Point Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2017 | 3 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.11% | 0.16% | Q1 2018 | Q3 2018 | 3 |
Gupta Wealth Management LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q1 2016 | 3 |
Quad-Cities Investment Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q4 2018 | 3 |
FRANKLIN RESOURCES INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2017 | 3 |
Yorktown Management & Research Co Inc | 3 | 3 | 0.09% | 0.10% | 0.11% | Q3 2017 | Q1 2018 | 3 |
Mercer Capital Advisers, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q2 2015 | 3 |
MIDAS MANAGEMENT CORP | 3 | 3 | 0.86% | 0.90% | 0.95% | Q1 2015 | Q3 2015 | 3 |
BBR PARTNERS, LLC | 2 | 1 | 0.04% | 0.04% | 0.06% | Q3 2018 | Q2 2019 | 3 |
Senvest Management, LLC | 3 | 3 | 0.06% | 0.09% | 0.11% | Q4 2013 | Q2 2014 | 3 |
JNBA Financial Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
Southside Capital, LLC | 2 | 2 | 2.49% | 3.40% | 4.31% | Q4 2018 | Q1 2019 | 2 |
NORDEA INVESTMENT MANAGEMENT AB | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Bienville Capital Management, LLC | 1 | 1 | 0.97% | 1.05% | 1.13% | Q4 2014 | Q4 2014 | 2 |
Employees Retirement System of Texas | 2 | 2 | 0.08% | 0.10% | 0.11% | Q4 2013 | Q1 2014 | 2 |
EMERALD MUTUAL FUND ADVISERS TRUST | 2 | 2 | 0.07% | 0.09% | 0.11% | Q4 2013 | Q1 2014 | 2 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2015 | 2 |
Accuvest Global Advisors | 1 | 1 | 0.07% | 0.16% | 0.24% | Q3 2014 | Q2 2019 | 2 |
Private Wealth Partners, LLC | 2 | 2 | 0.16% | 0.16% | 0.17% | Q2 2013 | Q3 2013 | 2 |
Hillhouse Capital Management | 2 | 2 | 0.07% | 0.13% | 0.19% | Q4 2018 | Q1 2019 | 2 |
GLENHILL ADVISORS LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q3 2015 | Q4 2015 | 2 |
Optima Fund Management LLC | 2 | 2 | 1.84% | 1.87% | 1.90% | Q4 2018 | Q1 2019 | 2 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q2 2016 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
Banco de Sabadell, S.A | 2 | 2 | 0.10% | 0.14% | 0.18% | Q4 2017 | Q1 2018 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Edmond de Rothschild (Europe) | 2 | 2 | 0.20% | 0.22% | 0.24% | Q1 2016 | Q2 2016 | 2 |
PROFFITT & GOODSON INC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2019 | Q2 2019 | 2 |
ALPHA WINDWARD LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q1 2014 | 2 |
Syntal Capital Partners, LLC | 2 | 2 | 0.38% | 1.22% | 2.07% | Q3 2021 | Q4 2021 | 2 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
CQS Cayman LP | 2 | 2 | 0.31% | 0.41% | 0.52% | Q2 2014 | Q3 2014 | 2 |
LEUTHOLD GROUP, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2018 | Q2 2018 | 2 |
BALYASNY ASSET MANAGEMENT L.P. | 2 | 2 | 0.02% | 0.04% | 0.06% | Q3 2017 | Q4 2017 | 2 |
MEITAV INVESTMENT HOUSE LTD | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q2 2019 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Coe Capital Management, LLC | 1 | 1 | 0.09% | 0.18% | 0.28% | Q1 2014 | Q3 2014 | 2 |
GAM Holding AG | 2 | 2 | 0.02% | 0.05% | 0.07% | Q4 2017 | Q1 2018 | 2 |
SUMIT CAPITAL, LLC | 1 | 1 | 0.68% | 1.03% | 1.38% | Q4 2013 | Q2 2015 | 2 |
Regal Investment Advisors LLC | 2 | 2 | 0.00% | 0.43% | 0.85% | Q2 2014 | Q3 2014 | 2 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 2 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Golden State Wealth Management, LLC | 2 | 2 | 0.18% | 0.19% | 0.20% | Q1 2019 | Q2 2019 | 2 |
Archford Capital Strategies, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Wilks Brothers, LLC | 2 | 2 | 1.26% | 1.40% | 1.54% | Q2 2018 | Q3 2018 | 2 |
GEODE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
Arete Wealth Advisors, LLC | 2 | 2 | 0.13% | 0.15% | 0.18% | Q2 2017 | Q3 2017 | 2 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 2 | 0.30% | 0.32% | 0.34% | Q1 2019 | Q2 2019 | 2 |
J.P. Turner & Co Capital Mnagement, LLC | 2 | 2 | 0.18% | 0.19% | 0.20% | Q2 2015 | Q3 2015 | 2 |
Realta Investment Advisors | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2019 | Q2 2019 | 2 |
Zweig-DiMenna Associates LLC | 2 | 2 | 0.04% | 0.10% | 0.17% | Q3 2014 | Q4 2014 | 2 |
Caption Management, LLC | 2 | 2 | 0.27% | 0.28% | 0.30% | Q1 2019 | Q2 2019 | 2 |
KSA CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.18% | 0.19% | 0.20% | Q3 2014 | Q4 2014 | 2 |
BlackRock Group LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
NINE MASTS CAPITAL Ltd | 1 | 1 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q1 2019 | 2 |
BlackRock Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 2 |
Philadelphia Financial Management of San Francisco, LLC | 1 | 1 | 1.03% | 1.05% | 1.07% | Q4 2017 | Q1 2019 | 2 |
Meadow Creek Investment Management LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
PFS INVESTMENTS INC. | 1 | 1 | 0.02% | 0.10% | 0.18% | Q3 2019 | Q1 2023 | 2 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.03% | 0.04% | Q4 2016 | Q2 2017 | 2 |
STEEL GROVE CAPITAL ADVISORS, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2018 | Q4 2018 | 2 |
TIVERTON ASSET MANAGEMENT LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q1 2019 | Q2 2019 | 2 |
L & S Advisors Inc | 2 | 2 | 0.16% | 0.16% | 0.17% | Q3 2017 | Q4 2017 | 2 |
QS Investors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Flinton Capital Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q2 2019 | 2 |
KOCH INDUSTRIES INC | 2 | 2 | 0.10% | 0.13% | 0.15% | Q4 2017 | Q1 2018 | 2 |
Kore Private Wealth LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Tyers Asset Management LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q2 2019 | 2 |
Meritage Group LP | 2 | 2 | 0.15% | 0.16% | 0.16% | Q1 2016 | Q2 2016 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q4 2017 | 2 |
LGL PARTNERS, LLC | 2 | 2 | 0.20% | 0.22% | 0.23% | Q4 2016 | Q1 2017 | 2 |
Abbot Financial Management, Inc. | 2 | 2 | 0.18% | 0.19% | 0.21% | Q1 2019 | Q2 2019 | 2 |
JOYN Advisors, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2019 | 2 |
St. Johns Investment Management Company, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Northern Right Capital Management, L.P. | 2 | 2 | 0.54% | 0.85% | 1.16% | Q1 2019 | Q2 2019 | 2 |
Gator Capital Management, LLC | 2 | 2 | 0.40% | 0.43% | 0.45% | Q4 2017 | Q1 2018 | 2 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q3 2014 | 2 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 2 | 2 | 0.23% | 0.30% | 0.36% | Q2 2018 | Q3 2018 | 2 |
EnTrustPermal Management LLC | 2 | 2 | 1.10% | 1.16% | 1.21% | Q2 2017 | Q3 2017 | 2 |
&PARTNERS | 2 | 2 | 0.30% | 0.32% | 0.34% | Q1 2019 | Q2 2019 | 2 |
Bronson Point Management LLC | 2 | 2 | 0.20% | 0.70% | 1.20% | Q1 2017 | Q2 2017 | 2 |
PA Capital LLC | 2 | 2 | 0.37% | 0.47% | 0.57% | Q1 2019 | Q2 2019 | 2 |
WEALTHSOURCE PARTNERS, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q3 2017 | Q4 2017 | 2 |
One Wealth Advisors, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2017 | Q1 2018 | 2 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q3 2017 | 2 |
PICTON MAHONEY ASSET MANAGEMENT | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2017 | Q3 2017 | 2 |
Neuburgh Advisers LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2 | 2 | 0.48% | 0.50% | 0.52% | Q2 2018 | Q3 2018 | 2 |
USCA RIA LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q1 2019 | Q2 2019 | 2 |
H2O AM LLP | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2018 | Q4 2018 | 1 |
Nuveen Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Horizon Investments, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q3 2014 | 1 |
INVESTMENT HOUSE LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
DEERE & CO | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2016 | Q3 2016 | 1 |
Hayman Capital | 1 | 1 | 8.67% | 8.67% | 8.67% | Q2 2014 | Q2 2014 | 1 |
Norman Fields, Gottscho Capital Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2018 | Q1 2018 | 1 |
TCG Advisors, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
FIFTH THIRD BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Incline Global Management LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q2 2019 | Q2 2019 | 1 |
JBF Capital, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
Skye Global Management LP | 1 | 1 | 2.40% | 2.40% | 2.40% | Q4 2017 | Q4 2017 | 1 |
BURNEY CO/ | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2018 | Q1 2018 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Edge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
WASHINGTON TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Waratah Capital Advisors Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
LEVIN CAPITAL STRATEGIES, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
HIGH POINT BANK & TRUST CO | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2016 | Q4 2016 | 1 |
MORGENS WATERFALL VINTIADIS & CO INC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2018 | Q1 2018 | 1 |
Ellis Investment Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
Delek Group, Ltd. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2017 | Q4 2017 | 1 |
CWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Cypress Capital Management LLC (WY) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Onex Canada Asset Management Inc. | 1 | 1 | 1.40% | 1.40% | 1.40% | Q2 2019 | Q2 2019 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2013 | Q2 2013 | 1 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 3.33% | 3.33% | 3.33% | Q1 2015 | Q1 2015 | 1 |
JRM Investment Counsel, LLC | 1 | 1 | 1.56% | 1.56% | 1.56% | Q4 2014 | Q4 2014 | 1 |
Silver Rock Financial LLC | 1 | 1 | 1.48% | 1.48% | 1.48% | Q1 2016 | Q1 2016 | 1 |
Lido Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2017 | Q3 2017 | 1 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2016 | Q1 2016 | 1 |
SHEPHERD KAPLAN KROCHUK, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
Axiom Investment Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
ACUITY INVESTMENT MANAGEMENT INC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q1 2015 | Q1 2015 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2012 | Q4 2012 | 1 |
Windsor Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Cupps Capital Management, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2014 | Q1 2014 | 1 |
Thomasville National Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
LUCUS ADVISORS LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2017 | Q2 2017 | 1 |
Quadrature Capital LLP | 1 | 1 | 0.39% | 0.39% | 0.39% | Q1 2015 | Q1 2015 | 1 |
First Personal Financial Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Mirae Asset Global Investments Co., Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Kohlberg Kravis Roberts & Co. L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
Quadrature Capital Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
Cresset Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2017 | Q3 2017 | 1 |
DAVENPORT & Co LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Tuscan Ridge Asset Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Espalier Global Management LLC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q4 2014 | Q4 2014 | 1 |
AJ WEALTH STRATEGIES, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
LAKE STREET ADVISORS GROUP, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2018 | Q2 2018 | 1 |
Archon Partners LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2013 | Q2 2013 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
JUPITER ASSET MANAGEMENT LTD | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2014 | Q1 2014 | 1 |
Byrne Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
OFI Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Moors & Cabot, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
LEVITT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.91% | 0.91% | 0.91% | Q1 2014 | Q1 2014 | 1 |
Financial Architects, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
VSR Financial Services, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
Crabel Capital Management, LLC | 1 | 1 | 10.97% | 10.97% | 10.97% | Q2 2018 | Q2 2018 | 1 |
Scotia Institutional Investments US, LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Marathon Trading Investment Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2019 | Q1 2019 | 1 |
Bayesian Capital Management, LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2016 | Q3 2016 | 1 |
AURORA FINANCIAL ADVISORS, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2017 | Q4 2017 | 1 |
AMERICAN CENTURY COMPANIES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Fore Research & Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
CG Asset Management LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2016 | Q4 2016 | 1 |
Tiger Eye Capital LLC | 1 | 1 | 1.70% | 1.70% | 1.70% | Q3 2017 | Q3 2017 | 1 |
Natixis Investment Managers International | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2016 | Q2 2016 | 1 |
DELTEC ASSET MANAGEMENT LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2018 | Q3 2018 | 1 |
Standard Investments LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2014 | Q2 2014 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Parametrica Management Ltd | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2018 | Q3 2018 | 1 |
Mount Lucas Management LP | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2015 | Q4 2015 | 1 |
Scott & Selber, Inc. | 1 | 1 | 0.57% | 0.57% | 0.57% | Q4 2020 | Q4 2020 | 1 |
GLG Partners LP | 1 | 1 | 0.66% | 0.66% | 0.66% | Q1 2014 | Q1 2014 | 1 |
Arlington Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Meristem Family Wealth, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2016 | Q3 2016 | 1 |
Man Group plc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
JACOBS ASSET MANAGEMENT, LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q4 2016 | Q4 2016 | 1 |
Invst, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2019 | Q1 2019 | 1 |
HIGHLAND CAPITAL MANAGEMENT LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2018 | Q3 2018 | 1 |
Zurich Insurance Group Ltd/FI | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2019 | Q2 2019 | 1 |
RELIANCE TRUST CO OF DELAWARE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Tradeworx Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2014 | Q2 2014 | 1 |
FIRST MERCANTILE TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Apriem Advisors | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2017 | Q2 2017 | 1 |
BB&T SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Invictus RG | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Fondren Management LP | 1 | 1 | 1.28% | 1.28% | 1.28% | Q4 2018 | Q4 2018 | 1 |
External links
This page lists all the filers that currently own APOLLO GLOBAL MGMT LLC or have owned APOLLO GLOBAL MGMT LLC in the past.