Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 25 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 80 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2023 | 77 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 76 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.00% | 0.01% | 0.02% | Q1 2009 | Q3 2023 | 59 |
GLENMEDE TRUST CO NA | 42 | 1 | 0.00% | 0.08% | 0.56% | Q4 2006 | Q3 2023 | 51 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.01% | 0.02% | 0.03% | Q3 2011 | Q3 2023 | 49 |
PEAK6 Investments LLC | 19 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 49 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 48 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 46 |
PUZO MICHAEL J | 44 | 44 | 2.48% | 3.07% | 3.71% | Q4 2012 | Q3 2023 | 44 |
SOMERVILLE KURT F | 44 | 44 | 2.44% | 3.03% | 3.81% | Q4 2012 | Q3 2023 | 44 |
Broderick Brian C | 44 | 44 | 2.28% | 2.78% | 3.38% | Q4 2012 | Q3 2023 | 44 |
ALBERT D MASON INC | 43 | 43 | 0.68% | 1.19% | 1.72% | Q2 2013 | Q4 2023 | 43 |
Retirement Systems of Alabama | 43 | 43 | 0.03% | 0.08% | 0.10% | Q1 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.01% | 0.02% | 0.02% | Q1 2013 | Q3 2023 | 43 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.01% | 0.03% | Q1 2013 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.04% | 0.06% | 0.10% | Q1 2013 | Q3 2023 | 43 |
Kidder Stephen W | 42 | 1 | 2.26% | 2.97% | 3.60% | Q4 2012 | Q3 2023 | 43 |
Hemenway Trust Co LLC | 43 | 43 | 1.63% | 2.33% | 2.90% | Q1 2013 | Q3 2023 | 43 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2023 | 42 |
GW&K Investment Management, LLC | 42 | 42 | 0.09% | 0.26% | 0.46% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.01% | 0.09% | 0.22% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
BOSTON FAMILY OFFICE LLC | 42 | 42 | 1.07% | 1.35% | 1.96% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.06% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
WESTWOOD MANAGEMENT CORP /IL/ | 42 | 42 | 0.10% | 0.16% | 0.76% | Q2 2013 | Q3 2023 | 42 |
Garrison Asset Management, LLC | 42 | 42 | 1.69% | 2.10% | 2.60% | Q2 2013 | Q3 2023 | 42 |
ROYCE & ASSOCIATES LP | 42 | 42 | 0.02% | 0.14% | 0.26% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Evercore Wealth Management, LLC | 42 | 42 | 0.02% | 0.06% | 0.24% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
DAVENPORT & Co LLC | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.00% | 0.09% | 3.60% | Q2 2013 | Q3 2023 | 42 |
Laird Norton Wetherby Wealth Management, LLC | 42 | 42 | 0.02% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 42 |
NICHOLAS COMPANY, INC. | 42 | 42 | 0.32% | 0.83% | 1.73% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.03% | 0.19% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
BAHL & GAYNOR INC | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 42 | 42 | 0.54% | 0.72% | 0.94% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q3 2023 | 42 |
EULAV Asset Management | 42 | 42 | 0.50% | 0.64% | 0.83% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q3 2023 | 42 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 42 | 42 | 2.72% | 3.31% | 4.19% | Q2 2013 | Q3 2023 | 42 |
Smithfield Trust Co | 42 | 42 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
BNP Paribas Asset Management Holding S.A. | 42 | 42 | 0.01% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Cornerstone Capital, Inc. | 42 | 42 | 1.73% | 2.81% | 4.05% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
SHELTON CAPITAL MANAGEMENT | 42 | 42 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.11% | 0.24% | 0.47% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
LOWE BROCKENBROUGH & CO INC | 42 | 42 | 0.10% | 0.19% | 0.26% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
HSBC HOLDINGS PLC | 37 | 1 | 0.00% | 0.00% | 0.03% | Q3 2012 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.01% | 0.02% | 0.02% | Q2 2012 | Q4 2022 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
GUYASUTA INVESTMENT ADVISORS INC | 42 | 42 | 0.04% | 0.16% | 0.25% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.01% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 42 |
TCI Wealth Advisors, Inc. | 30 | 12 | 0.04% | 0.10% | 0.17% | Q1 2013 | Q3 2023 | 42 |
Boston Trust Walden Corp | 42 | 42 | 0.74% | 1.08% | 1.48% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
GHP Investment Advisors, Inc. | 42 | 42 | 0.30% | 0.40% | 0.52% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Arizona State Retirement System | 33 | 8 | 0.02% | 0.03% | 0.07% | Q1 2013 | Q3 2023 | 41 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 41 | 41 | 0.00% | 0.54% | 1.20% | Q2 2013 | Q2 2023 | 41 |
NATIXIS ADVISORS, L.P. | 26 | 15 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 41 |
J.P. Morgan Private Wealth Advisors LLC | 40 | 1 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 41 |
Reynders McVeigh Capital Management, LLC | 29 | 12 | 1.78% | 2.32% | 2.79% | Q2 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
COMERICA BANK | 39 | 2 | 0.00% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 41 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 20 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2023 | 41 |
Champlain Investment Partners, LLC | 41 | 41 | 0.54% | 1.18% | 1.77% | Q1 2013 | Q1 2023 | 41 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 36 | 5 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 41 |
Advisors Asset Management, Inc. | 41 | 41 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2023 | 41 |
DIVIDEND ASSETS CAPITAL, LLC | 27 | 14 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 41 |
SG Americas Securities, LLC | 41 | 41 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 41 |
UBS ASSET MANAGEMENT AMERICAS INC | 38 | 3 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 41 |
Ameritas Investment Partners, Inc. | 41 | 41 | 0.04% | 0.08% | 0.14% | Q3 2013 | Q3 2023 | 41 |
BNP PARIBAS FINANCIAL MARKETS | 40 | 40 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 40 |
BESSEMER GROUP INC | 40 | 40 | 0.00% | 0.10% | 0.40% | Q4 2013 | Q3 2023 | 40 |
Boston Common Asset Management, LLC | 40 | 40 | 0.01% | 0.36% | 0.74% | Q2 2013 | Q1 2023 | 40 |
OPPENHEIMER & CO INC | 36 | 4 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 40 |
Notis-McConarty Edward | 40 | 40 | 1.67% | 2.38% | 2.95% | Q4 2013 | Q3 2023 | 40 |
Page Arthur B | 40 | 40 | 1.78% | 2.48% | 3.21% | Q4 2013 | Q3 2023 | 40 |
Johnson Financial Group, Inc. | 37 | 3 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.04% | 0.07% | 0.11% | Q4 2013 | Q3 2023 | 40 |
STATE STREET CORP | 32 | 8 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2023 | 40 |
D. E. Shaw & Co., Inc. | 21 | 3 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2023 | 40 |
GUGGENHEIM CAPITAL LLC | 40 | 40 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2023 | 40 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 21 | 18 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 39 |
HighTower Advisors, LLC | 17 | 7 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 39 |
GOFEN & GLOSSBERG LLC /IL/ | 39 | 39 | 0.12% | 0.15% | 0.21% | Q2 2013 | Q4 2022 | 39 |
ATLANTA CAPITAL MANAGEMENT CO L L C | 38 | 38 | 1.16% | 1.60% | 2.35% | Q2 2013 | Q3 2022 | 38 |
FDx Advisors, Inc. | 27 | 1 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q2 2023 | 38 |
AMALGAMATED BANK | 36 | 2 | 0.02% | 0.04% | 0.07% | Q4 2013 | Q3 2023 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2022 | 38 |
Nuveen Asset Management, LLC | 20 | 18 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 38 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 20 | 8 | 0.00% | 0.00% | 0.14% | Q2 2013 | Q3 2023 | 38 |
M&T BANK CORP | 37 | 37 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 37 |
MILLENNIUM MANAGEMENT LLC | 14 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 37 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 22 | 14 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
Diversified Trust Co | 25 | 1 | 0.01% | 0.04% | 0.12% | Q2 2013 | Q4 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.00% | 0.04% | 0.08% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2022 | 36 |
Tower Research Capital LLC (TRC) | 15 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 35 |
ROPES WEALTH ADVISORS LLC | 35 | 35 | 0.04% | 0.06% | 0.09% | Q1 2015 | Q3 2023 | 35 |
People's United Financial, Inc. | 18 | 17 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q1 2022 | 35 |
METROPOLITAN LIFE INSURANCE CO/NY | 35 | 35 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2021 | 35 |
COLONY GROUP LLC | 27 | 1 | 0.00% | 0.14% | 0.30% | Q2 2013 | Q1 2023 | 35 |
PARADIGM CAPITAL MANAGEMENT INC/NY | 35 | 35 | 0.07% | 0.12% | 0.45% | Q2 2013 | Q4 2021 | 35 |
VICTORY CAPITAL MANAGEMENT INC | 34 | 1 | 0.13% | 0.28% | 0.45% | Q4 2014 | Q3 2023 | 35 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.00% | 0.02% | 0.05% | Q1 2015 | Q3 2023 | 35 |
TD ASSET MANAGEMENT INC | 35 | 35 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 35 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 35 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 34 | 34 | 0.18% | 0.36% | 0.53% | Q2 2013 | Q3 2021 | 34 |
Renaissance Technologies | 22 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 34 |
FRANKLIN RESOURCES INC | 19 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 33 |
World Asset Management Inc | 25 | 8 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2021 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2023 | 33 |
HOWARD CAPITAL MANAGEMENT | 32 | 32 | 1.36% | 1.60% | 1.92% | Q1 2013 | Q4 2020 | 32 |
NUANCE INVESTMENTS, LLC | 17 | 4 | 0.01% | 0.74% | 2.35% | Q3 2014 | Q3 2023 | 32 |
Dempze Nancy E | 32 | 32 | 2.04% | 2.66% | 3.36% | Q4 2015 | Q3 2023 | 32 |
Raymond James Financial Services Advisors, Inc. | 14 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 32 |
BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 32 | 32 | 0.15% | 0.26% | 0.69% | Q4 2015 | Q3 2023 | 32 |
Baker Chad R | 32 | 32 | 1.92% | 2.36% | 2.83% | Q4 2015 | Q3 2023 | 32 |
Bridge Creek Capital Management LLC | 27 | 4 | 0.74% | 0.97% | 1.94% | Q4 2015 | Q3 2023 | 31 |
Fayerweather Charles | 31 | 31 | 2.95% | 3.59% | 4.16% | Q4 2012 | Q2 2020 | 31 |
MOODY NATIONAL BANK TRUST DIVISION | 31 | 31 | 0.01% | 0.02% | 0.05% | Q1 2016 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q4 2020 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.00% | 0.04% | 0.06% | Q1 2016 | Q3 2023 | 31 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.03% | 0.12% | Q2 2015 | Q3 2023 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.02% | 0.07% | 0.09% | Q2 2013 | Q4 2020 | 31 |
DekaBank Deutsche Girozentrale | 26 | 1 | 0.00% | 0.02% | 0.05% | Q1 2014 | Q3 2023 | 31 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 20 | 4 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q3 2023 | 30 |
QUADRANT CAPITAL GROUP LLC | 27 | 2 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q3 2023 | 29 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 28 | 1 | 0.04% | 2.04% | 4.63% | Q2 2013 | Q3 2020 | 29 |
EAGLE ASSET MANAGEMENT INC | 29 | 29 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q2 2020 | 29 |
Cubist Systematic Strategies, LLC | 20 | 1 | 0.00% | 0.03% | 0.13% | Q3 2015 | Q3 2023 | 29 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 29 |
Mawer Investment Management Ltd. | 29 | 29 | 0.14% | 0.51% | 1.02% | Q3 2016 | Q3 2023 | 29 |
SPEECE THORSON CAPITAL GROUP INC | 28 | 1 | 1.04% | 1.85% | 2.72% | Q2 2015 | Q3 2023 | 29 |
Aristotle Capital Boston, LLC | 28 | 1 | 0.00% | 0.41% | 0.66% | Q1 2016 | Q3 2023 | 29 |
HALL LAURIE J TRUSTEE | 13 | 3 | 0.00% | 0.59% | 1.32% | Q4 2015 | Q3 2023 | 29 |
BOKF, NA | 21 | 3 | 0.00% | 0.03% | 0.08% | Q1 2016 | Q3 2023 | 29 |
PRUDENTIAL PLC | 29 | 29 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 29 |
AQR Capital Management | 26 | 3 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 29 |
Smith, Salley & Associates | 27 | 1 | 0.02% | 0.04% | 0.06% | Q2 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
TORONTO DOMINION BANK | 17 | 11 | 0.00% | 0.00% | 0.02% | Q3 2016 | Q3 2023 | 28 |
SIGNATUREFD, LLC | 23 | 5 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 28 |
C M BIDWELL & ASSOCIATES LTD | 26 | 2 | 0.00% | 0.01% | 0.12% | Q4 2015 | Q3 2023 | 28 |
Formidable Asset Management, LLC | 16 | 1 | 0.20% | 0.36% | 0.60% | Q2 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
Granite Investment Partners, LLC | 28 | 28 | 0.02% | 0.24% | 0.61% | Q4 2015 | Q3 2022 | 28 |
Lee Financial Co | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q3 2023 | 27 |
BROWN BROTHERS HARRIMAN & CO | 10 | 7 | 0.00% | 0.01% | 0.07% | Q2 2016 | Q3 2023 | 27 |
Pacer Advisors, Inc. | 12 | 1 | 0.00% | 0.04% | 0.11% | Q4 2015 | Q3 2023 | 27 |
FARMERS & MERCHANTS INVESTMENTS INC | 27 | 27 | 0.20% | 0.29% | 0.40% | Q1 2017 | Q3 2023 | 27 |
ACADIAN ASSET MANAGEMENT LLC | 14 | 3 | 0.00% | 0.09% | 0.39% | Q3 2015 | Q3 2023 | 27 |
Ballentine Partners, LLC | 26 | 26 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2019 | 26 |
Municipal Employees' Retirement System of Michigan | 20 | 6 | 0.04% | 0.09% | 0.12% | Q3 2013 | Q1 2020 | 26 |
JANUS HENDERSON GROUP PLC | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
First Horizon Advisors, Inc. | 18 | 2 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q2 2022 | 26 |
NewEdge Advisors, LLC | 19 | 1 | 0.00% | 0.02% | 0.08% | Q3 2016 | Q3 2023 | 26 |
RAYMOND JAMES TRUST N.A. | 14 | 12 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q3 2023 | 26 |
RMB Capital Management, LLC | 26 | 26 | 0.04% | 0.19% | 0.29% | Q2 2017 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.02% | 0.02% | 0.03% | Q3 2016 | Q3 2023 | 26 |
LPL Financial LLC | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 25 |
Parkside Financial Bank & Trust | 18 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 25 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 25 | 25 | 0.10% | 0.20% | 0.25% | Q3 2013 | Q3 2019 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
ETF MANAGERS GROUP, LLC | 24 | 1 | 0.01% | 0.01% | 0.03% | Q1 2016 | Q1 2023 | 25 |
CANADA PENSION PLAN INVESTMENT BOARD | 11 | 1 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2023 | 25 |
HoyleCohen, LLC | 24 | 24 | 0.20% | 0.30% | 0.44% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
CIBC Private Wealth Group, LLC | 13 | 11 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q3 2023 | 24 |
EAGLE BOSTON INVESTMENT MANAGEMENT INC | 24 | 24 | 0.09% | 0.22% | 0.99% | Q2 2013 | Q1 2019 | 24 |
Delaney Dennis R | 19 | 5 | 3.22% | 4.00% | 4.62% | Q4 2015 | Q3 2023 | 24 |
LS Investment Advisors, LLC | 24 | 24 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q1 2021 | 24 |
D.A. DAVIDSON & CO. | 24 | 24 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2019 | 24 |
Steward Partners Investment Advisory, LLC | 18 | 6 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2023 | 24 |
State of Alaska, Department of Revenue | 24 | 24 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
COLDSTREAM CAPITAL MANAGEMENT INC | 12 | 2 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q3 2023 | 24 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 24 | 24 | 0.05% | 0.06% | 0.09% | Q4 2017 | Q3 2023 | 24 |
Clearstead Advisors, LLC | 24 | 24 | 0.00% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 24 |
McCollum Christoferson Group LLC | 24 | 24 | 0.45% | 1.93% | 2.86% | Q4 2017 | Q3 2023 | 24 |
C Partners Holding GmbH | 24 | 24 | 0.10% | 1.26% | 1.68% | Q4 2017 | Q3 2023 | 24 |
AJO, LP | 21 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2020 | 24 |
CAPTRUST FINANCIAL ADVISORS | 15 | 8 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 23 |
Mondrian Investment Partners LTD | 23 | 23 | 0.00% | 0.20% | 0.77% | Q3 2015 | Q1 2021 | 23 |
Arnhold LLC | 23 | 23 | 0.02% | 0.17% | 0.28% | Q1 2018 | Q3 2023 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2023 | 23 |
KING LUTHER CAPITAL MANAGEMENT CORP | 23 | 23 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2023 | 23 |
TimesSquare Capital Management, LLC | 10 | 4 | 0.04% | 0.21% | 0.46% | Q3 2015 | Q3 2022 | 23 |
Walthausen & Co., LLC | 20 | 3 | 0.16% | 0.53% | 0.80% | Q2 2013 | Q1 2019 | 23 |
LORD, ABBETT & CO. LLC | 23 | 23 | 0.04% | 0.12% | 0.33% | Q2 2013 | Q4 2018 | 23 |
Front Row Advisors LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
Jefferies Group LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 22 |
Cox Capital Mgt LLC | 22 | 22 | 0.49% | 0.79% | 1.10% | Q2 2018 | Q3 2023 | 22 |
Man Group plc | 20 | 2 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 22 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 22 | 22 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q1 2019 | 22 |
TEACHERS ADVISORS, LLC | 22 | 22 | 0.01% | 0.02% | 0.06% | Q4 2013 | Q1 2019 | 22 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 20 | 2 | 0.00% | 0.09% | 0.36% | Q2 2016 | Q3 2023 | 22 |
INVESTMENT COUNSELORS OF MARYLAND LLC | 22 | 22 | 0.01% | 0.40% | 1.18% | Q2 2013 | Q3 2018 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.03% | 0.06% | 0.12% | Q2 2013 | Q3 2018 | 22 |
LSV ASSET MANAGEMENT | 21 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 22 |
Gemmer Asset Management LLC | 22 | 22 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2022 | 22 |
Franklin, Parlapiano, Turner & Welch, LLC | 22 | 22 | 1.83% | 2.12% | 2.61% | Q3 2014 | Q4 2019 | 22 |
JANE STREET GROUP, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 22 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 22 |
THOMAS WHITE INTERNATIONAL LTD | 22 | 22 | 0.04% | 0.08% | 0.19% | Q3 2015 | Q4 2020 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Mitsubishi UFJ Asset Management Co., Ltd. | 21 | 21 | 0.01% | 0.11% | 0.27% | Q3 2018 | Q3 2023 | 21 |
Ledyard National Bank | 21 | 21 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2018 | 21 |
Fisher Asset Management, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
HERMES INVESTMENT MANAGEMENT LTD | 21 | 21 | 0.48% | 0.66% | 0.85% | Q2 2013 | Q2 2018 | 21 |
Baird Financial Group, Inc. | 21 | 21 | 0.01% | 0.04% | 0.15% | Q3 2018 | Q3 2023 | 21 |
MASSMUTUAL TRUST CO FSB/ADV | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2023 | 21 |
Hillsdale Investment Management Inc. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2020 | 21 |
Aptus Capital Advisors, LLC | 20 | 20 | 0.04% | 0.07% | 0.12% | Q4 2018 | Q3 2023 | 20 |
TWO SIGMA INVESTMENTS, LP | 7 | 1 | 0.00% | 0.01% | 0.06% | Q1 2015 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Sepio Capital, LP | 20 | 20 | 0.09% | 0.15% | 0.23% | Q4 2018 | Q3 2023 | 20 |
Dougherty Wealth Advisers LLC | 20 | 20 | 0.03% | 0.10% | 0.17% | Q4 2018 | Q3 2023 | 20 |
Riverview Trust Co | 20 | 20 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 20 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 8 | 2 | 0.02% | 0.08% | 0.26% | Q1 2013 | Q1 2022 | 20 |
Grantham, Mayo, Van Otterloo & Co. LLC | 12 | 2 | 0.00% | 0.03% | 0.09% | Q1 2014 | Q3 2023 | 19 |
Weaver C. Barksdale & Associates, Inc. | 19 | 19 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2017 | 19 |
BBVA USA Bancshares, Inc. | 13 | 6 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q1 2021 | 19 |
Baker Ellis Asset Management LLC | 16 | 1 | 0.03% | 0.04% | 0.05% | Q4 2013 | Q3 2019 | 19 |
AMERICAN CENTURY COMPANIES INC | 14 | 2 | 0.00% | 0.02% | 0.11% | Q2 2017 | Q3 2023 | 19 |
Elefante Mark B | 19 | 19 | 2.38% | 3.33% | 6.05% | Q4 2015 | Q2 2020 | 19 |
Mariner, LLC | 14 | 5 | 0.00% | 0.02% | 0.09% | Q2 2018 | Q3 2023 | 19 |
Robeco Institutional Asset Management B.V. | 10 | 2 | 0.01% | 0.11% | 0.23% | Q4 2015 | Q3 2023 | 19 |
Gardiner Nancy B | 19 | 19 | 2.37% | 3.31% | 4.13% | Q4 2015 | Q2 2020 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2022 | 19 |
CIBC Asset Management Inc | 15 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 19 |
First Eagle Investment Management, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2017 | 19 |
BOENNING & SCATTERGOOD, INC. | 19 | 19 | 0.09% | 0.13% | 0.18% | Q2 2018 | Q4 2022 | 19 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 19 |
Janney Montgomery Scott LLC | 11 | 1 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q3 2023 | 19 |
TWO SIGMA ADVISERS, LP | 8 | 2 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 19 |
Paloma Partners Management Co | 9 | 1 | 0.00% | 0.04% | 0.24% | Q4 2013 | Q1 2021 | 19 |
AdvisorNet Financial, Inc | 15 | 4 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 19 |
ADVISOR PARTNERS LLC | 18 | 1 | 0.02% | 0.09% | 0.14% | Q1 2017 | Q1 2022 | 19 |
RATIONAL ADVISORS LLC | 13 | 5 | 0.01% | 0.09% | 0.23% | Q1 2009 | Q4 2013 | 18 |
SHELL ASSET MANAGEMENT CO | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
JOHNSON INVESTMENT COUNSEL INC | 18 | 18 | 0.01% | 0.02% | 0.02% | Q3 2015 | Q4 2019 | 18 |
IBM Retirement Fund | 12 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2021 | 18 |
American Portfolios Advisors | 14 | 4 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2022 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 12 | 1 | 0.00% | 0.03% | 0.06% | Q3 2013 | Q3 2023 | 18 |
PRELUDE CAPITAL MANAGEMENT, LLC | 8 | 1 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q3 2023 | 18 |
TUDOR INVESTMENT CORP ET AL | 6 | 1 | 0.01% | 0.04% | 0.17% | Q3 2013 | Q2 2023 | 18 |
GREAT LAKES ADVISORS, LLC | 18 | 18 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2018 | 18 |
Grace Capital | 15 | 3 | 0.15% | 0.79% | 1.66% | Q2 2013 | Q2 2019 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
Quantbot Technologies LP | 5 | 1 | 0.00% | 0.04% | 0.13% | Q3 2014 | Q3 2023 | 18 |
Ipswich Investment Management Co., Inc. | 14 | 1 | 0.01% | 0.07% | 0.10% | Q1 2016 | Q3 2023 | 18 |
Nationwide Fund Advisors | 14 | 3 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q3 2017 | 17 |
NEXT Financial Group, Inc | 8 | 1 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q4 2021 | 17 |
Squarepoint Ops LLC | 6 | 1 | 0.00% | 0.02% | 0.13% | Q1 2015 | Q3 2023 | 17 |
Zions Bancorporation, N.A. | 17 | 17 | 0.03% | 0.06% | 0.11% | Q3 2019 | Q3 2023 | 17 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 17 | 17 | 0.00% | 0.03% | 0.08% | Q3 2015 | Q3 2019 | 17 |
A.R.T. Advisors, LLC | 6 | 1 | 0.01% | 0.08% | 0.45% | Q2 2013 | Q2 2020 | 17 |
Rockefeller Capital Management L.P. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 1.12% | 1.42% | 1.78% | Q3 2019 | Q3 2023 | 17 |
BALYASNY ASSET MANAGEMENT L.P. | 6 | 1 | 0.00% | 0.02% | 0.17% | Q4 2017 | Q3 2023 | 17 |
WHITTIER TRUST CO | 15 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 17 |
Palisade Asset Management, LLC | 17 | 17 | 0.03% | 0.06% | 0.12% | Q1 2019 | Q1 2023 | 17 |
S&CO INC | 17 | 17 | 0.05% | 0.06% | 0.07% | Q3 2015 | Q3 2019 | 17 |
NISA INVESTMENT ADVISORS, LLC | 10 | 2 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 17 |
DUNCKER STREETT & CO INC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2019 | 17 |
Koshinski Asset Management, Inc. | 11 | 1 | 0.10% | 0.17% | 0.26% | Q4 2017 | Q3 2023 | 17 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2021 | 17 |
MAI Capital Management | 11 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 17 |
Richard Bernstein Advisors LLC | 17 | 17 | 0.03% | 0.04% | 0.06% | Q1 2019 | Q1 2023 | 17 |
NOMURA HOLDINGS INC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q1 2021 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2017 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2017 | 17 |
Azimuth Capital Management LLC | 17 | 17 | 0.31% | 0.49% | 0.70% | Q2 2017 | Q2 2021 | 17 |
Geneva Advisors, LLC | 17 | 17 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2017 | 17 |
STRS OHIO | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 17 |
Magnetar Financial LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q2 2023 | 16 |
Creative Planning | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 16 |
WOLVERINE TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 16 |
IRONBRIDGE CAPITAL MANAGEMENT LP | 16 | 16 | 0.21% | 0.31% | 0.45% | Q2 2013 | Q1 2017 | 16 |
United Asset Strategies, Inc. | 16 | 16 | 0.04% | 0.07% | 0.11% | Q4 2019 | Q3 2023 | 16 |
MACQUARIE GROUP LTD | 13 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 16 |
WELLINGTON MANAGEMENT GROUP LLP | 14 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q1 2022 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
HANCOCK WHITNEY CORP | 12 | 4 | 0.02% | 0.05% | 0.09% | Q3 2015 | Q4 2020 | 16 |
MYCIO WEALTH PARTNERS, LLC | 16 | 16 | 0.04% | 0.05% | 0.06% | Q1 2016 | Q4 2019 | 16 |
Mitsubishi UFJ Trust & Banking Corp | 13 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 16 |
AGRAN LIBBIE | 16 | 16 | 0.33% | 0.38% | 0.43% | Q2 2013 | Q1 2017 | 16 |
Procyon Advisors, LLC | 16 | 16 | 0.04% | 0.12% | 0.22% | Q4 2019 | Q3 2023 | 16 |
WASHINGTON TRUST Co | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Lowell Blake & Associates Inc. | 16 | 16 | 3.21% | 3.85% | 4.65% | Q4 2019 | Q3 2023 | 16 |
Quilter Plc | 16 | 16 | 0.13% | 0.21% | 0.29% | Q4 2019 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
ICW Investment Advisors LLC | 16 | 16 | 0.28% | 0.43% | 0.52% | Q4 2019 | Q3 2023 | 16 |
EDGE ASSET MANAGEMENT, INC | 16 | 16 | 0.11% | 0.14% | 0.21% | Q2 2013 | Q1 2017 | 16 |
EXCHANGE TRADED CONCEPTS, LLC | 15 | 15 | 0.01% | 0.02% | 0.05% | Q2 2020 | Q4 2023 | 15 |
PEAK6 Group LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2018 | 15 |
GAM Holding AG | 5 | 1 | 0.01% | 0.04% | 0.12% | Q3 2013 | Q1 2018 | 15 |
State of Tennessee, Treasury Department | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.06% | 0.16% | Q4 2018 | Q3 2023 | 15 |
Bridgewater Associates | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2022 | 15 |
COMMERCE BANK | 13 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Brinker Capital Investments, LLC | 10 | 5 | 0.00% | 0.04% | 0.09% | Q4 2015 | Q4 2022 | 15 |
Capital Research Global Investors | 15 | 15 | 0.06% | 0.11% | 0.14% | Q2 2013 | Q4 2016 | 15 |
6 Meridian | 11 | 4 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q4 2021 | 15 |
Hilton Capital Management, LLC | 11 | 4 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q1 2023 | 15 |
OSSIAM | 10 | 5 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 15 |
STEWART & PATTEN CO LLC | 15 | 15 | 0.04% | 0.05% | 0.05% | Q2 2017 | Q4 2020 | 15 |
GSA CAPITAL PARTNERS LLP | 3 | 1 | 0.01% | 0.05% | 0.22% | Q2 2013 | Q1 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2016 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
BENJAMIN EDWARDS INC | 15 | 15 | 0.01% | 0.29% | 0.76% | Q3 2019 | Q1 2023 | 15 |
CIGNA INVESTMENTS INC /NEW | 11 | 4 | 0.01% | 0.05% | 0.17% | Q2 2017 | Q3 2021 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
LAZARD ASSET MANAGEMENT LLC | 14 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 15 |
ARGENT CAPITAL MANAGEMENT LLC | 15 | 15 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q2 2019 | 15 |
WILLIAM HARRIS INVESTORS INC | 15 | 15 | 0.25% | 0.41% | 0.50% | Q2 2013 | Q4 2016 | 15 |
OFI Advisors LLC | 11 | 4 | 0.03% | 0.03% | 0.04% | Q3 2011 | Q3 2015 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2016 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q4 2016 | 15 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
BROWN ADVISORY INC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2021 | 14 |
Schonfeld Strategic Advisors LLC | 7 | 1 | 0.00% | 0.04% | 0.14% | Q2 2016 | Q3 2023 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q3 2022 | 14 |
MEEDER ASSET MANAGEMENT INC | 10 | 1 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2022 | 14 |
Marquette Asset Management, LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2022 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2019 | 14 |
AGF Investments LLC | 5 | 4 | 0.00% | 0.04% | 0.14% | Q4 2016 | Q2 2021 | 14 |
Vestmark Advisory Solutions, Inc. | 9 | 2 | 0.04% | 0.06% | 0.08% | Q1 2019 | Q1 2023 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Proficio Capital Partners LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2019 | 14 |
OppenheimerFunds, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2019 | 14 |
XPONANCE, INC. | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2020 | 14 |
ASSETMARK, INC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2020 | 14 |
State of New Jersey Common Pension Fund D | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Ceredex Value Advisors LLC | 14 | 14 | 0.05% | 0.72% | 1.37% | Q4 2019 | Q1 2023 | 14 |
QS Investors, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2018 | 14 |
Twin Tree Management, LP | 5 | 2 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2021 | 14 |
BerganKDV Wealth Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 14 |
Ellevest, Inc. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2023 | 14 |
Illinois Municipal Retirement Fund | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
RIVULET CAPITAL, LLC | 13 | 13 | 5.15% | 9.50% | 12.95% | Q3 2020 | Q3 2023 | 13 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 6 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2019 | 13 |
Capital World Investors | 13 | 13 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2016 | 13 |
WILLIAMS JONES & ASSOCIATES LLC | 13 | 13 | 1.01% | 1.18% | 1.53% | Q2 2016 | Q2 2019 | 13 |
Stratos Wealth Partners, LTD. | 11 | 2 | 0.00% | 0.03% | 0.04% | Q4 2017 | Q4 2022 | 13 |
CI INVESTMENTS INC. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
BANK OF NOVA SCOTIA | 4 | 1 | 0.00% | 0.00% | 0.03% | Q2 2016 | Q3 2023 | 13 |
ZEVIN ASSET MANAGEMENT LLC | 13 | 13 | 0.07% | 0.08% | 0.09% | Q2 2013 | Q2 2016 | 13 |
Gotham Asset Management, LLC | 3 | 1 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q1 2023 | 13 |
Unigestion Holding SA | 7 | 6 | 0.01% | 0.08% | 0.14% | Q2 2018 | Q3 2021 | 13 |
Opus Capital Group, LLC | 13 | 13 | 0.05% | 0.10% | 0.33% | Q4 2016 | Q4 2019 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.04% | 0.06% | 0.09% | Q3 2020 | Q3 2023 | 13 |
ONTARIO TEACHERS PENSION PLAN BOARD | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 13 |
Cordasco Financial Network | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2022 | 13 |
FULLER & THALER ASSET MANAGEMENT, INC. | 9 | 2 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2018 | 13 |
SevenBridge Financial Group, LLC | 13 | 13 | 0.01% | 0.03% | 0.18% | Q2 2016 | Q2 2019 | 13 |
Allianz Asset Management GmbH | 7 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 13 |
BRINKER CAPITAL INC | 12 | 1 | 0.02% | 0.02% | 0.04% | Q1 2017 | Q2 2020 | 13 |
Pinnacle Bancorp, Inc. | 13 | 13 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q1 2023 | 13 |
Neuburgh Advisers LLC | 12 | 12 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q3 2019 | 12 |
AHL Partners LLP | 12 | 12 | 0.02% | 0.08% | 0.28% | Q1 2015 | Q4 2017 | 12 |
CITY HOLDING CO | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2019 | 12 |
AlphaCrest Capital Management LLC | 7 | 2 | 0.01% | 0.06% | 0.17% | Q2 2019 | Q3 2022 | 12 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 12 | 12 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2019 | 12 |
Point72 Asset Management, L.P. | 3 | 1 | 0.00% | 0.02% | 0.10% | Q1 2016 | Q3 2023 | 12 |
CAPITAL COUNSEL LLC/NY | 12 | 12 | 0.04% | 1.48% | 1.87% | Q2 2013 | Q1 2016 | 12 |
Rehmann Capital Advisory Group | 7 | 2 | 0.02% | 0.03% | 0.05% | Q1 2016 | Q3 2019 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 12 |
Cornerstone Advisors, Inc. | 12 | 12 | 0.02% | 0.07% | 0.13% | Q3 2016 | Q2 2019 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.01% | 0.03% | 0.08% | Q4 2016 | Q3 2019 | 12 |
Trexquant Investment LP | 3 | 1 | 0.01% | 0.05% | 0.09% | Q1 2015 | Q3 2023 | 12 |
Vanguard Personalized Indexing Management, LLC | 12 | 12 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Tarbox Family Office, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 12 |
Stadion Money Management, LLC | 12 | 12 | 0.03% | 0.08% | 0.13% | Q2 2013 | Q1 2016 | 12 |
FIDUCIARY MANAGEMENT INC /WI/ | 5 | 1 | 0.00% | 0.33% | 0.66% | Q2 2013 | Q3 2023 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.01% | 0.04% | 0.10% | Q4 2016 | Q3 2019 | 12 |
AllGen Financial Advisors, Inc. | 12 | 12 | 0.86% | 1.09% | 1.26% | Q4 2020 | Q3 2023 | 12 |
DIKER MANAGEMENT LLC | 7 | 1 | 0.08% | 0.13% | 0.17% | Q3 2018 | Q4 2021 | 12 |
Cambridge Investment Research Advisors, Inc. | 9 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Cadent Capital Advisors, LLC | 12 | 12 | 0.11% | 0.13% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Polar Capital Holdings Plc | 12 | 12 | 0.07% | 0.21% | 0.42% | Q4 2020 | Q3 2023 | 12 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 12 | 12 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q2 2021 | 12 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 11 | 11 | 0.01% | 0.06% | 0.12% | Q3 2014 | Q1 2017 | 11 |
Commonwealth Equity Services, Inc | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2017 | 11 |
PDT Partners, LLC | 3 | 2 | 0.01% | 0.09% | 0.29% | Q2 2013 | Q2 2020 | 11 |
PUTNAM INVESTMENTS LLC | 7 | 2 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 11 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 11 |
Fieldpoint Private Securities, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2022 | 11 |
Pearl River Capital, LLC | 7 | 1 | 0.03% | 0.08% | 0.12% | Q4 2018 | Q3 2023 | 11 |
Annex Advisory Services, LLC | 11 | 11 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q4 2021 | 11 |
HRT FINANCIAL LP | 2 | 1 | 0.01% | 0.03% | 0.08% | Q4 2018 | Q3 2023 | 11 |
Archford Capital Strategies, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2018 | 11 |
WINTON GROUP Ltd | 6 | 2 | 0.01% | 0.04% | 0.10% | Q2 2014 | Q3 2021 | 11 |
Stone Ridge Asset Management LLC | 11 | 11 | 0.08% | 0.12% | 0.22% | Q4 2017 | Q2 2020 | 11 |
River Road Asset Management, LLC | 5 | 2 | 0.01% | 0.10% | 0.21% | Q3 2014 | Q3 2023 | 11 |
Hexagon Capital Partners LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
JANICZEK WEALTH MANAGEMENT, LLC | 8 | 3 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 11 |
Maryland State Retirement & Pension System | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2023 | 11 |
BOSTON FINANCIAL MANGEMENT LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q2 2021 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 11 |
Howard Capital Management Group, LLC | 11 | 11 | 1.28% | 1.50% | 1.71% | Q1 2021 | Q3 2023 | 11 |
Glassman Wealth Services | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2022 | 11 |
QCI ASSET MANAGEMENT INC/NY | 11 | 11 | 0.04% | 0.06% | 0.08% | Q1 2019 | Q3 2021 | 11 |
LONDON CO OF VIRGINIA | 11 | 11 | 0.66% | 0.73% | 0.94% | Q1 2021 | Q3 2023 | 11 |
Sandhill Capital Partners LLC | 11 | 11 | 0.03% | 0.34% | 1.73% | Q3 2019 | Q1 2022 | 11 |
Verition Fund Management LLC | 2 | 1 | 0.00% | 0.04% | 0.12% | Q2 2016 | Q3 2023 | 11 |
FIDGEON TIMOTHY F | 11 | 11 | 2.97% | 3.22% | 3.49% | Q1 2013 | Q3 2015 | 11 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.04% | 0.15% | 0.64% | Q2 2012 | Q2 2023 | 11 |
ETRADE Capital Management LLC | 10 | 1 | 0.00% | 0.02% | 0.03% | Q3 2013 | Q3 2020 | 11 |
Walleye Trading LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2016 | 11 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 7 | 1 | 0.04% | 0.04% | 0.05% | Q3 2016 | Q3 2019 | 11 |
Engineers Gate Manager LP | 4 | 1 | 0.01% | 0.10% | 0.33% | Q1 2015 | Q3 2023 | 11 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.03% | Q4 2016 | Q2 2023 | 11 |
OMERS ADMINISTRATION Corp | 4 | 2 | 0.01% | 0.03% | 0.07% | Q3 2015 | Q4 2019 | 10 |
Virtu KCG Holdings LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q1 2017 | 10 |
STEVENS CAPITAL MANAGEMENT LP | 2 | 1 | 0.01% | 0.03% | 0.06% | Q1 2014 | Q3 2019 | 10 |
KWMG, LLC | 10 | 10 | 0.05% | 0.52% | 0.66% | Q1 2017 | Q2 2019 | 10 |
NewEdge Wealth, LLC | 10 | 10 | 0.03% | 0.05% | 0.10% | Q4 2020 | Q1 2023 | 10 |
JANUS HENDERSON INVESTORS US LLC | 6 | 4 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2017 | 10 |
Point72 Hong Kong Ltd | 4 | 1 | 0.00% | 0.03% | 0.10% | Q1 2016 | Q4 2021 | 10 |
MARSHALL WACE, LLP | 3 | 1 | 0.00% | 0.02% | 0.09% | Q2 2014 | Q3 2023 | 10 |
Concord Wealth Partners | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Adams Chetwood Wealth Management LLC | 10 | 10 | 0.17% | 0.27% | 0.34% | Q4 2019 | Q1 2022 | 10 |
PATHSTONE FAMILY OFFICE, LLC | 9 | 1 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 10 |
BRIDGES INVESTMENT MANAGEMENT INC | 10 | 10 | 0.20% | 0.47% | 0.56% | Q2 2021 | Q3 2023 | 10 |
MERCER GLOBAL ADVISORS INC /ADV | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 10 |
Hawk Ridge Capital Management | 10 | 10 | 3.30% | 4.11% | 4.58% | Q2 2021 | Q3 2023 | 10 |
Echo Street Capital Management LLC | 5 | 1 | 0.01% | 0.06% | 0.29% | Q3 2014 | Q3 2023 | 10 |
Holocene Advisors, LP | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2022 | 10 |
REINHART PARTNERS, LLC. | 10 | 10 | 0.82% | 1.30% | 2.19% | Q3 2014 | Q4 2016 | 10 |
GAM SYSTEMATIC LLP | 7 | 3 | 0.01% | 0.13% | 0.25% | Q1 2015 | Q3 2017 | 10 |
Cerity Partners LLC | 7 | 3 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2023 | 10 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.05% | 0.10% | Q2 2018 | Q3 2023 | 10 |
Buffington Mohr McNeal | 10 | 10 | 0.34% | 0.45% | 0.50% | Q4 2015 | Q1 2018 | 10 |
Eagle Bay Advisors LLC | 10 | 10 | 0.03% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Lumature Wealth Partners, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 10 |
Xact Kapitalforvaltning AB | 10 | 10 | 0.00% | 0.02% | 0.02% | Q4 2017 | Q1 2020 | 10 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 6 | 3 | 0.01% | 0.08% | 0.12% | Q1 2018 | Q2 2020 | 9 |
PARK AVENUE SECURITIES LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 9 |
MinichMacGregor Wealth Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2018 | 9 |
MACKENZIE FINANCIAL CORP | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 9 |
OAKBROOK INVESTMENTS LLC | 6 | 1 | 0.01% | 0.04% | 0.15% | Q4 2015 | Q4 2019 | 9 |
Asset Dedication, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Financial Gravity Asset Management, Inc. | 6 | 3 | 0.00% | 0.02% | 0.07% | Q4 2020 | Q3 2023 | 9 |
BOOTHBAY FUND MANAGEMENT, LLC | 4 | 2 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 9 |
Rathbones Group PLC | 9 | 9 | 0.80% | 0.83% | 0.88% | Q4 2016 | Q4 2018 | 9 |
WASHINGTON CAPITAL MANAGEMENT, INC | 9 | 9 | 0.22% | 0.47% | 0.70% | Q2 2015 | Q2 2017 | 9 |
First City Capital Management, Inc. | 8 | 1 | 0.06% | 0.07% | 0.09% | Q2 2014 | Q3 2020 | 9 |
McKinley Carter Wealth Services, Inc. | 9 | 9 | 0.09% | 0.71% | 1.09% | Q3 2016 | Q3 2018 | 9 |
RAND WEALTH, LLC | 9 | 9 | 0.03% | 0.06% | 0.08% | Q2 2013 | Q2 2015 | 9 |
Independent Portfolio Consultants, Inc. | 8 | 1 | 0.02% | 0.04% | 0.06% | Q2 2014 | Q2 2017 | 9 |
ALPHASIMPLEX GROUP, LLC | 4 | 1 | 0.14% | 0.35% | 0.50% | Q1 2019 | Q3 2021 | 9 |
TOWNSQUARE CAPITAL LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q1 2022 | 9 |
Israel Discount Bank of New York | 9 | 9 | 0.04% | 0.05% | 0.06% | Q1 2017 | Q1 2019 | 9 |
Marshall Wace North America L.P. | 5 | 1 | 0.01% | 0.08% | 0.21% | Q2 2017 | Q1 2021 | 9 |
Resource Management, LLC | 9 | 9 | 0.07% | 0.08% | 0.09% | Q4 2017 | Q4 2019 | 9 |
SCHWARTZ INVESTMENT COUNSEL INC | 9 | 9 | 0.74% | 1.53% | 1.74% | Q3 2021 | Q3 2023 | 9 |
ELEFANTE MICHAEL B | 9 | 9 | 2.34% | 2.63% | 2.77% | Q4 2012 | Q4 2014 | 9 |
FIL Ltd | 7 | 2 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q3 2022 | 9 |
Inspire Investing, LLC | 9 | 9 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
CITIZENS FINANCIAL GROUP INC/RI | 5 | 4 | 0.00% | 0.05% | 0.08% | Q4 2019 | Q1 2022 | 9 |
South Dakota Investment Council | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2018 | 9 |
1832 Asset Management L.P. | 6 | 3 | 0.00% | 0.06% | 0.11% | Q3 2013 | Q3 2023 | 9 |
FIRST CITIZENS BANK & TRUST CO | 4 | 2 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q2 2018 | 9 |
Fiera Capital Corp | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2021 | 9 |
PARADIGM ASSET MANAGEMENT CO LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q2 2014 | Q2 2016 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q2 2015 | 9 |
Conestoga Capital Advisors, LLC | 9 | 9 | 0.13% | 0.22% | 0.28% | Q2 2020 | Q2 2022 | 9 |
ALLSTATE CORP | 9 | 9 | 0.04% | 0.09% | 0.11% | Q4 2019 | Q4 2021 | 9 |
Ethic Inc. | 9 | 9 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
GARRISON BRADFORD & ASSOCIATES INC | 9 | 9 | 0.66% | 0.69% | 0.72% | Q2 2013 | Q2 2015 | 9 |
FLAGSHIP HARBOR ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2020 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
CREDIT AGRICOLE S A | 5 | 3 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2017 | 8 |
OLD NATIONAL BANCORP /IN/ | 7 | 1 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2021 | 8 |
Freedom Investment Management, Inc. | 8 | 8 | 0.04% | 0.04% | 0.06% | Q2 2020 | Q1 2022 | 8 |
CAXTON ASSOCIATES LP | 4 | 1 | 0.03% | 0.08% | 0.15% | Q1 2020 | Q1 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 7 | 1 | 0.16% | 0.30% | 1.14% | Q1 2018 | Q2 2022 | 8 |
MV CAPITAL MANAGEMENT, INC. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
ExodusPoint Capital Management, LP | 3 | 2 | 0.00% | 0.03% | 0.08% | Q1 2020 | Q2 2023 | 8 |
ATTICUS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Kestra Advisory Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 8 |
AVANTAX ADVISORY SERVICES, INC. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q2 2021 | 8 |
D.B. Root & Company, LLC | 8 | 8 | 0.19% | 0.30% | 0.39% | Q4 2021 | Q3 2023 | 8 |
Cutler Group LLC / CA | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2017 | 8 |
DEARBORN PARTNERS LLC | 8 | 8 | 1.14% | 1.36% | 1.55% | Q2 2020 | Q1 2022 | 8 |
Dynamic Capital Management Ltd | 3 | 1 | 0.02% | 0.30% | 0.97% | Q3 2013 | Q3 2018 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
WOLFF WIESE MAGANA LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 8 |
WASHINGTON TRUST BANK | 6 | 2 | 0.00% | 0.02% | 0.02% | Q1 2014 | Q4 2016 | 8 |
FORA Capital, LLC | 4 | 1 | 0.01% | 0.06% | 0.12% | Q4 2019 | Q3 2022 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.14% | 0.18% | 0.26% | Q4 2021 | Q3 2023 | 8 |
STEEL GROVE CAPITAL ADVISORS, LLC | 8 | 8 | 0.04% | 0.07% | 0.12% | Q1 2017 | Q4 2018 | 8 |
PRIVATE TRUST CO NA | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
TrinityPoint Wealth, LLC | 8 | 8 | 0.08% | 0.10% | 0.12% | Q2 2020 | Q1 2022 | 8 |
Ridgewood Investments LLC | 6 | 2 | 0.00% | 0.17% | 0.25% | Q4 2016 | Q2 2023 | 8 |
PICTET ASSET MANAGEMENT LTD | 5 | 1 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q2 2021 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Allworth Financial LP | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
NOMURA ASSET MANAGEMENT CO LTD | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 8 |
NumerixS Investment Technologies Inc | 4 | 1 | 0.00% | 0.03% | 0.06% | Q1 2017 | Q4 2019 | 8 |
MARTINGALE ASSET MANAGEMENT L P | 3 | 2 | 0.01% | 0.05% | 0.15% | Q3 2013 | Q2 2021 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.04% | 0.36% | 1.05% | Q1 2014 | Q3 2023 | 8 |
NORDEA INVESTMENT MANAGEMENT AB | 7 | 7 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q4 2014 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q4 2014 | 7 |
PALISADE CAPITAL MANAGEMENT, LP | 7 | 7 | 0.01% | 0.04% | 0.07% | Q1 2022 | Q3 2023 | 7 |
KEYBANK NATIONAL ASSOCIATION/OH | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2021 | 7 |
Virtus Fund Advisers, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2015 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
PineBridge Investments, L.P. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2023 | 7 |
Global Alpha Capital Management Ltd. | 4 | 3 | 2.92% | 3.74% | 4.42% | Q2 2013 | Q1 2016 | 7 |
Asset Management One Co., Ltd. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 7 |
STEPHENS INC /AR/ | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q2 2017 | 7 |
ZACKS INVESTMENT MANAGEMENT | 4 | 1 | 0.01% | 0.09% | 0.16% | Q3 2015 | Q3 2021 | 7 |
Meiji Yasuda Asset Management Co Ltd. | 7 | 7 | 0.09% | 0.18% | 0.24% | Q1 2022 | Q3 2023 | 7 |
Timber Hill LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2017 | 7 |
BARINGS LLC | 5 | 2 | 0.01% | 0.02% | 0.04% | Q2 2015 | Q3 2019 | 7 |
Edgestream Partners, L.P. | 5 | 2 | 0.03% | 0.21% | 0.50% | Q3 2021 | Q2 2023 | 7 |
THB ASSET MANAGEMENT | 7 | 7 | 0.27% | 0.49% | 0.72% | Q3 2013 | Q1 2015 | 7 |
Blueshift Asset Management, LLC | 2 | 1 | 0.04% | 0.10% | 0.22% | Q4 2018 | Q4 2021 | 7 |
CLINTON GROUP INC | 2 | 1 | 0.02% | 0.14% | 0.32% | Q3 2014 | Q1 2018 | 7 |
Savior LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2021 | 7 |
Pine River Capital Management L.P. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q3 2016 | 7 |
Virtu Financial LLC | 3 | 1 | 0.01% | 0.03% | 0.05% | Q3 2017 | Q2 2023 | 7 |
Parametrica Management Ltd | 2 | 1 | 0.11% | 0.51% | 0.98% | Q3 2016 | Q4 2018 | 7 |
Global Retirement Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Nachman Norwood & Parrott, Inc | 4 | 3 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q2 2021 | 7 |
KBC Group NV | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Parallax Volatility Advisers, L.P. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2017 | 7 |
DELTA ASSET MANAGEMENT LLC/TN | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2018 | 7 |
KANALY TRUST CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 7 |
Perkins Investment Management, LLC | 7 | 7 | 0.16% | 0.23% | 0.29% | Q2 2013 | Q4 2014 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
Hanson & Doremus Investment Management | 7 | 7 | 0.03% | 0.17% | 0.33% | Q1 2022 | Q3 2023 | 7 |
Altshuler Shaham Ltd | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2021 | 7 |
One Wealth Advisors, LLC | 4 | 1 | 0.02% | 0.14% | 0.20% | Q4 2017 | Q4 2022 | 7 |
DUPONT CAPITAL MANAGEMENT CORP | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q2 2020 | 7 |
AMP Capital Investors Ltd | 4 | 3 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2021 | 7 |
Redmond Asset Management, LLC | 7 | 7 | 0.11% | 0.16% | 0.21% | Q2 2013 | Q4 2014 | 7 |
Alaska Permanent Fund Corp | 5 | 2 | 0.00% | 0.05% | 0.16% | Q4 2021 | Q3 2023 | 7 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
ENTERPRISE FINANCIAL SERVICES CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 6 |
Assenagon Asset Management S.A. | 4 | 1 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q4 2021 | 6 |
AVIVA PLC | 6 | 6 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q1 2021 | 6 |
Symmetry Partners, LLC | 3 | 1 | 0.02% | 0.02% | 0.04% | Q4 2018 | Q1 2021 | 6 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2016 | 6 |
Bellwether Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Gradient Investments LLC | 6 | 6 | 0.00% | 0.03% | 0.08% | Q1 2019 | Q2 2020 | 6 |
AGF INVESTMENTS INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 6 |
BAIRD ROBERT W & CO INC /WI/ | 6 | 6 | 0.18% | 0.28% | 0.42% | Q2 2013 | Q3 2014 | 6 |
Carnick & Kubik, LLC | 6 | 6 | 0.40% | 0.44% | 0.47% | Q1 2014 | Q2 2015 | 6 |
Magnus Financial Group LLC | 5 | 1 | 0.02% | 0.04% | 0.05% | Q4 2018 | Q2 2020 | 6 |
Private Wealth Partners, LLC | 6 | 6 | 0.11% | 0.12% | 0.12% | Q2 2013 | Q3 2014 | 6 |
FIRST QUADRANT LLC/CA | 4 | 1 | 0.01% | 0.14% | 0.29% | Q3 2015 | Q3 2020 | 6 |
ArrowMark Colorado Holdings LLC | 6 | 6 | 0.16% | 0.35% | 0.54% | Q3 2013 | Q4 2014 | 6 |
Cresset Asset Management, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 6 |
OCCUDO QUANTITATIVE STRATEGIES LP | 5 | 1 | 0.03% | 0.08% | 0.12% | Q3 2021 | Q3 2023 | 6 |
TLP GROUP LLC | 3 | 1 | 0.00% | 0.09% | 0.20% | Q3 2016 | Q3 2018 | 6 |
TIVERTON ASSET MANAGEMENT LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2019 | 6 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 6 | 6 | 0.12% | 0.21% | 0.26% | Q1 2019 | Q2 2020 | 6 |
Laurion Capital Management LP | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2020 | 6 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
CRAWFORD INVESTMENT COUNSEL INC | 6 | 6 | 0.01% | 0.12% | 0.26% | Q2 2022 | Q3 2023 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Greenwich Wealth Management LLC | 6 | 6 | 0.01% | 0.04% | 0.07% | Q1 2014 | Q2 2015 | 6 |
Kore Private Wealth LLC | 4 | 1 | 0.00% | 0.03% | 0.04% | Q4 2018 | Q3 2021 | 6 |
Bradley Mark J. | 6 | 6 | 0.59% | 1.35% | 1.99% | Q4 2020 | Q1 2022 | 6 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Choate Investment Advisors | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Manchester Capital Management LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q1 2022 | 6 |
CSat Investment Advisory, L.P. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2020 | 6 |
CAPITAL FUND MANAGEMENT S.A. | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q2 2019 | 6 |
SIRIOS CAPITAL MANAGEMENT L P | 5 | 1 | 0.10% | 0.35% | 0.56% | Q2 2020 | Q1 2023 | 6 |
Centiva Capital, LP | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2023 | 6 |
MUFG Americas Holdings Corp | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 6 |
WESBANCO BANK INC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2023 | 6 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 6 |
Skandinaviska Enskilda Banken AB (publ) | 4 | 2 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 6 |
Sigma Planning Corp | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
OXFORD ASSET MANAGEMENT LLP | 3 | 1 | 0.01% | 0.04% | 0.08% | Q1 2017 | Q4 2019 | 6 |
CARDEROCK CAPITAL MANAGEMENT INC | 5 | 1 | 0.01% | 0.61% | 0.81% | Q1 2014 | Q3 2021 | 6 |
Vigilant Capital Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
WHITTIER TRUST CO OF NEVADA INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2021 | 6 |
Heritage Wealth Advisors | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Dai-ichi Life Holdings, Inc. | 5 | 5 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2014 | 5 |
Sciencast Management LP | 2 | 1 | 0.06% | 0.33% | 0.69% | Q4 2018 | Q3 2023 | 5 |
DUALITY ADVISERS, LP | 3 | 1 | 0.14% | 0.25% | 0.32% | Q3 2020 | Q2 2022 | 5 |
AMUNDI ASSET MANAGEMENT US, INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2019 | 5 |
Ownership Capital B.V. | 5 | 5 | 3.14% | 3.73% | 4.09% | Q4 2016 | Q4 2017 | 5 |
Blue Trust, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
BESSEMER SECURITIES LLC | 3 | 2 | 0.25% | 0.56% | 0.67% | Q3 2014 | Q2 2021 | 5 |
PIEDMONT INVESTMENT ADVISORS INC | 4 | 1 | 0.00% | 0.03% | 0.04% | Q2 2018 | Q1 2020 | 5 |
Gyon Technologies Capital Management, LP | 4 | 1 | 0.00% | 0.09% | 0.17% | Q1 2021 | Q4 2022 | 5 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.00% | 0.10% | 0.20% | Q4 2019 | Q4 2021 | 5 |
Assured Investment Management LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q1 2018 | 5 |
Mesirow Institutional Investment Management, Inc. | 5 | 5 | 1.11% | 1.21% | 1.35% | Q3 2022 | Q3 2023 | 5 |
FIRST HAWAIIAN BANK | 3 | 2 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q2 2020 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Jump Financial, LLC | 3 | 1 | 0.01% | 0.08% | 0.23% | Q2 2021 | Q3 2023 | 5 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 5 | 5 | 0.10% | 0.19% | 0.32% | Q4 2019 | Q4 2020 | 5 |
TRILLIUM ASSET MANAGEMENT, LLC | 5 | 5 | 0.10% | 0.11% | 0.14% | Q3 2022 | Q3 2023 | 5 |
Quantamental Technologies LLC | 2 | 1 | 0.02% | 0.13% | 0.27% | Q4 2018 | Q3 2023 | 5 |
Graham Capital Management, L.P. | 3 | 2 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 5 |
Pendal Group Ltd | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2021 | 5 |
Bayesian Capital Management, LP | 3 | 2 | 0.03% | 0.07% | 0.16% | Q1 2018 | Q3 2023 | 5 |
FIRST SABREPOINT CAPITAL MANAGEMENT LP | 5 | 5 | 2.48% | 2.94% | 3.43% | Q4 2019 | Q4 2020 | 5 |
SENTINEL ASSET MANAGEMENT, INC. | 5 | 5 | 0.08% | 0.32% | 0.40% | Q2 2013 | Q2 2014 | 5 |
Vident Investment Advisory, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q3 2018 | 5 |
Penserra Capital Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
Krane Funds Advisors LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q2 2021 | 5 |
STONERIDGE INVESTMENT PARTNERS LLC | 5 | 5 | 0.04% | 0.08% | 0.14% | Q4 2016 | Q4 2017 | 5 |
Oak Thistle LLC | 3 | 2 | 0.24% | 0.35% | 0.41% | Q4 2021 | Q3 2023 | 5 |
CULLEN/FROST BANKERS, INC. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2022 | 5 |
Tygh Capital Management, Inc. | 4 | 1 | 0.24% | 1.28% | 1.61% | Q3 2014 | Q1 2016 | 5 |
TOBAM | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 5 | 5 | 0.23% | 0.27% | 0.33% | Q2 2020 | Q2 2021 | 5 |
SYNOVUS FINANCIAL CORP | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2020 | 5 |
Ergoteles LLC | 2 | 1 | 0.03% | 0.05% | 0.09% | Q3 2021 | Q2 2023 | 5 |
NATIONAL PENN INVESTORS TRUST CO /PA | 5 | 5 | 0.17% | 0.25% | 0.31% | Q2 2013 | Q2 2014 | 5 |
NATIXIS | 1 | 1 | 0.00% | 0.02% | 0.06% | Q1 2017 | Q1 2020 | 5 |
MATRIX PRIVATE CAPITAL GROUP LLC | 3 | 2 | 0.13% | 0.20% | 0.30% | Q4 2019 | Q2 2021 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.04% | 0.06% | 0.10% | Q2 2018 | Q2 2019 | 5 |
OSTERWEIS CAPITAL MANAGEMENT INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Larson Financial Group LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
AE Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Carroll Financial Associates, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 5 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.04% | 0.06% | Q1 2016 | Q1 2021 | 4 |
DEERE & CO | 4 | 4 | 0.04% | 0.04% | 0.05% | Q1 2015 | Q4 2015 | 4 |
MIRABELLA FINANCIAL SERVICES LLP | 3 | 1 | 0.03% | 0.17% | 0.25% | Q3 2020 | Q4 2022 | 4 |
Canvas Wealth Advisors, LLC | 4 | 4 | 0.11% | 0.17% | 0.24% | Q3 2022 | Q2 2023 | 4 |
I.G. INVESTMENT MANAGEMENT, LTD. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2016 | 4 |
SEVEN EIGHT CAPITAL, LP | 3 | 1 | 0.01% | 0.04% | 0.05% | Q2 2019 | Q3 2021 | 4 |
Invictus RG | 2 | 2 | 0.01% | 0.14% | 0.35% | Q4 2015 | Q2 2017 | 4 |
COMMONWEALTH BANK OF AUSTRALIA | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2019 | 4 |
Zullo Investment Group, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q4 2022 | 4 |
Waratah Capital Advisors Ltd. | 2 | 1 | 0.05% | 0.16% | 0.38% | Q2 2016 | Q3 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MCKINLEY CAPITAL MANAGEMENT LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q4 2016 | 4 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 2 | 0.00% | 0.08% | 0.14% | Q2 2021 | Q3 2023 | 4 |
Kerrisdale Advisers, LLC | 4 | 4 | 0.36% | 0.68% | 0.85% | Q4 2022 | Q3 2023 | 4 |
Princeton Alpha Management LP | 1 | 1 | 0.04% | 0.09% | 0.11% | Q1 2014 | Q1 2016 | 4 |
Hutchin Hill Capital, LP | 4 | 4 | 0.01% | 0.03% | 0.07% | Q1 2017 | Q4 2017 | 4 |
Amundi | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Bridgefront Capital, LLC | 1 | 1 | 0.13% | 0.31% | 0.52% | Q1 2021 | Q3 2023 | 4 |
FORT, L.P. | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q4 2019 | 4 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 4 | 4 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q1 2020 | 4 |
B. Riley Wealth Advisors, Inc. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 4 |
Aquatic Capital Management LLC | 3 | 1 | 0.02% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 4 |
WEALTHFRONT Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
CAPITAL ONE, NATIONAL ASSOCIATION | 3 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2014 | 4 |
CAMBRIDGE TRUST CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 4 |
HOWE & RUSLING INC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
WELD CAPITAL MANAGEMENT LLC | 2 | 1 | 0.18% | 0.21% | 0.25% | Q2 2019 | Q1 2021 | 4 |
Mirae Asset Global Investments Co., Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
PINNACLE FINANCIAL PARTNERS INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2023 | 4 |
Y-Intercept (Hong Kong) Ltd | 2 | 2 | 0.02% | 0.10% | 0.17% | Q2 2021 | Q2 2023 | 4 |
Absolute Return Capital, LLC | 4 | 4 | 0.00% | 0.05% | 0.07% | Q2 2013 | Q1 2014 | 4 |
HIGH POINT BANK & TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2016 | 4 |
BAYSHORE ASSET MANAGEMENT, LLC | 2 | 2 | 0.11% | 0.13% | 0.15% | Q4 2021 | Q2 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
SEI TRUST CO | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2014 | 4 |
Quantinno Capital Management LP | 3 | 1 | 0.03% | 0.07% | 0.14% | Q2 2022 | Q3 2023 | 4 |
GQ Asset Management, LLC | 4 | 4 | 0.06% | 0.08% | 0.11% | Q2 2019 | Q1 2020 | 4 |
Spears Abacus Advisors LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Summit Trail Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Quadrature Capital Ltd | 1 | 1 | 0.02% | 0.02% | 0.03% | Q1 2017 | Q2 2022 | 4 |
BlackRock Japan Co. Ltd | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2016 | 4 |
ADVANCE CAPITAL I INC | 2 | 2 | 0.17% | 0.36% | 0.63% | Q2 2013 | Q3 2016 | 4 |
SIMON QUICK ADVISORS, LLC | 3 | 1 | 0.00% | 0.02% | 0.02% | Q2 2019 | Q2 2021 | 4 |
Financial Architects, Inc | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2017 | 4 |
LEVEL FOUR ADVISORY SERVICES, LLC | 4 | 4 | 0.02% | 0.06% | 0.11% | Q4 2016 | Q3 2017 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
DONALDSON CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.18% | 0.19% | 0.19% | Q2 2014 | Q1 2015 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
MML INVESTORS SERVICES, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 4 |
CASTLEARK MANAGEMENT LLC | 3 | 1 | 0.41% | 0.41% | 0.42% | Q3 2015 | Q4 2018 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MCF Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2012 | Q3 2023 | 4 |
TWIN CAPITAL MANAGEMENT INC | 3 | 1 | 0.04% | 0.13% | 0.17% | Q3 2015 | Q3 2017 | 4 |
Three Peaks Capital Management, LLC | 4 | 4 | 0.60% | 1.16% | 1.53% | Q3 2018 | Q2 2019 | 4 |
BlueCrest Capital Management Ltd | 2 | 1 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q3 2018 | 4 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2023 | 4 |
Winfield Associates, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2017 | 4 |
Capital Advisors, Ltd. LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Jupiter Investment Management Ltd | 2 | 1 | 0.00% | 0.02% | 0.05% | Q3 2015 | Q4 2018 | 4 |
ICON ADVISERS INC/CO | 4 | 4 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q1 2014 | 4 |
FULTON BANK, N.A. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q4 2023 | 4 |
HANSEATIC MANAGEMENT SERVICES INC | 3 | 3 | 0.16% | 0.17% | 0.18% | Q4 2015 | Q2 2016 | 3 |
TRUST CO OF VERMONT | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2022 | 3 |
Bellecapital International Ltd. | 3 | 3 | 0.56% | 0.62% | 0.64% | Q4 2013 | Q2 2014 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q2 2022 | 3 |
ADVISOR PARTNERS II, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
BRC Investment Management LLC | 3 | 3 | 0.11% | 0.11% | 0.12% | Q3 2015 | Q1 2016 | 3 |
SANDLER CAPITAL MANAGEMENT | 3 | 3 | 0.60% | 0.66% | 0.74% | Q4 2015 | Q2 2016 | 3 |
Principal Street Partners, LLC | 2 | 1 | 0.03% | 0.10% | 0.16% | Q3 2019 | Q1 2021 | 3 |
BHF Kleinwort Benson Group S.A. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q3 2015 | Q1 2016 | 3 |
Sendero Wealth Management, LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
ASSOCIATED BANC-CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
MONEY CONCEPTS CAPITAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
PALLADIUM PARTNERS LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 3 |
Alpine Global Management, LLC | 1 | 1 | 0.10% | 0.27% | 0.58% | Q4 2013 | Q4 2021 | 3 |
Fulcrum Asset Management LLP | 1 | 1 | 0.09% | 0.14% | 0.18% | Q3 2020 | Q4 2021 | 3 |
Argent Trust Co | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
Alambic Investment Management, L.P. | 1 | 1 | 0.16% | 0.62% | 1.07% | Q1 2016 | Q3 2019 | 3 |
Ancora Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
NN Investment Partners Holdings N.V. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
MONETA GROUP INVESTMENT ADVISORS LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q2 2018 | 3 |
SHAPIRO ROBERT N | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q4 2014 | 3 |
Diametric Capital, LP | 3 | 3 | 1.29% | 1.37% | 1.54% | Q4 2018 | Q2 2019 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
LUCUS ADVISORS LLC | 3 | 3 | 0.24% | 0.26% | 0.28% | Q2 2015 | Q4 2015 | 3 |
Standard Family Office LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Zurich Insurance Group Ltd/FI | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 3 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 3 | 3 | 0.16% | 0.18% | 0.18% | Q4 2020 | Q2 2021 | 3 |
APG Asset Management N.V. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q1 2018 | 3 |
O'Shares Investment Advisers, LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q4 2018 | Q2 2019 | 3 |
Winton Capital Management Ltd | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q1 2014 | 3 |
ALGERT GLOBAL LLC | 2 | 1 | 0.03% | 0.09% | 0.19% | Q1 2022 | Q3 2023 | 3 |
BI Asset Management Fondsmaeglerselskab A/S | 1 | 1 | 0.01% | 0.07% | 0.12% | Q3 2019 | Q2 2023 | 3 |
FIDUCIARY TRUST CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 3 |
ING GROEP NV | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q2 2019 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2013 | 3 |
Fragasso Group Inc. | 3 | 3 | 0.05% | 0.06% | 0.06% | Q2 2019 | Q4 2019 | 3 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Employees Retirement System of Texas | 3 | 3 | 0.04% | 0.04% | 0.06% | Q1 2019 | Q3 2019 | 3 |
HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Crewe Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Premia Global Advisors, LLC | 2 | 1 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q1 2019 | 3 |
Mechanics Bank Trust Department | 3 | 3 | 0.05% | 0.06% | 0.06% | Q3 2013 | Q1 2014 | 3 |
CARLSON CAPITAL L P | 3 | 3 | 0.10% | 0.12% | 0.14% | Q1 2015 | Q3 2015 | 3 |
Financial Management Professionals, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 3 |
USA FINANCIAL FORMULAS | 2 | 1 | 0.11% | 0.15% | 0.20% | Q4 2015 | Q3 2023 | 3 |
MAVERICK CAPITAL LTD | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2021 | 3 |
Cinctive Capital Management LP | 2 | 1 | 0.06% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 3 |
WADDELL & REED FINANCIAL INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2020 | 3 |
Bank Julius Baer & Co. Ltd, Zurich | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2020 | 3 |
LMCG INVESTMENTS, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q2 2014 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
DAVIS R M INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Townsend & Associates, Inc | 3 | 3 | 0.14% | 0.19% | 0.26% | Q1 2023 | Q3 2023 | 3 |
Sound View Wealth Advisors Group, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Kavar Capital Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 3 |
KINGS POINT CAPITAL MANAGEMENT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Tandem Investment Advisors, Inc. | 3 | 3 | 0.50% | 1.17% | 2.04% | Q4 2016 | Q2 2017 | 3 |
Brookfield Asset Management | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2022 | 3 |
HighPoint Advisor Group LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2021 | 3 |
Spot Trading L.L.C | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q2 2016 | 3 |
Weiss Multi-Strategy Advisers LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q2 2014 | 3 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2023 | 3 |
Atria Investments, Inc | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q1 2023 | 3 |
Avion Wealth | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Trivant Custom Portfolio Group, LLC | 3 | 3 | 0.04% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Teza Capital Management LLC | 3 | 3 | 0.03% | 0.08% | 0.16% | Q1 2023 | Q3 2023 | 3 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 2 |
CAPSTONE INVESTMENT ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Itau Unibanco Holding S.A. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
TIEDEMANN ADVISORS, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2018 | Q1 2019 | 2 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Apriem Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
BOSTON PRIVATE BANK & TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
WESTPORT RESOURCES MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Morningstar Investment Management LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Quent Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 2 |
Vestcor Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 2 | 2 | 2.05% | 2.08% | 2.10% | Q2 2016 | Q3 2016 | 2 |
Connor, Clark & Lunn Investment Management Ltd. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q1 2020 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Your Advocates Ltd., LLP | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Barnett & Company, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
XTX Topco Ltd | 1 | 1 | 0.07% | 0.13% | 0.19% | Q1 2021 | Q2 2023 | 2 |
PROVIDENT TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q4 2019 | 2 |
Clearstead Trust, LLC | 1 | 1 | 0.02% | 0.03% | 0.05% | Q3 2022 | Q3 2023 | 2 |
ARMISTICE CAPITAL, LLC | 2 | 2 | 0.92% | 1.17% | 1.42% | Q1 2020 | Q2 2020 | 2 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.29% | 0.42% | 0.55% | Q4 2022 | Q2 2023 | 2 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 2 |
ALPS ADVISORS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Camarda Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 2 |
Piermont Capital Management Inc. | 2 | 2 | 0.24% | 0.26% | 0.27% | Q2 2015 | Q3 2015 | 2 |
Mount Yale Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Prestige Wealth Management Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 2 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q4 2022 | 2 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 2 |
U S GLOBAL INVESTORS INC | 1 | 1 | 0.14% | 0.33% | 0.53% | Q3 2015 | Q1 2016 | 2 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2022 | 2 |
TWINBEECH CAPITAL LP | 2 | 2 | 0.05% | 0.06% | 0.07% | Q3 2021 | Q4 2021 | 2 |
Man Investments Ltd | 2 | 2 | 0.05% | 0.06% | 0.06% | Q1 2014 | Q2 2014 | 2 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
Zions Bancorporation | 1 | 1 | 0.03% | 0.04% | 0.06% | Q3 2017 | Q3 2018 | 2 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 2 |
Atlas Private Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Checchi Capital Advisers, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q2 2016 | 2 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 2 |
Walleye Capital LLC | 1 | 1 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q4 2020 | 2 |
BBVA USA | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Stux Capital Management, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2014 | Q2 2014 | 2 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 2 |
Gideon Capital Advisors, Inc. | 1 | 1 | 0.24% | 0.28% | 0.33% | Q2 2017 | Q3 2018 | 2 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2016 | 2 |
Veritable, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q4 2018 | 2 |
American Research & Management Co. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
DC Investments Management, LLC | 2 | 2 | 0.11% | 0.15% | 0.19% | Q4 2017 | Q1 2018 | 2 |
PICTON MAHONEY ASSET MANAGEMENT | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Arlington Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
BRADLEY FOSTER & SARGENT INC/CT | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2019 | Q4 2019 | 2 |
EverSource Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.05% | 0.08% | 0.11% | Q3 2016 | Q3 2020 | 2 |
HL FINANCIAL SERVICES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q4 2014 | 2 |
Tidal Investments LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Lighthouse Investment Partners, LLC | 2 | 2 | 0.10% | 0.13% | 0.16% | Q4 2022 | Q1 2023 | 2 |
Charter Oak Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Personal Wealth Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
AIA Group Ltd | 2 | 2 | 0.05% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.09% | 0.17% | 0.26% | Q2 2018 | Q3 2023 | 2 |
WOODBURN R ROBERT JR | 2 | 2 | 0.33% | 0.34% | 0.35% | Q1 2013 | Q2 2013 | 2 |
MQS Management LLC | 1 | 1 | 0.49% | 0.51% | 0.52% | Q4 2021 | Q2 2023 | 2 |
Banco de Sabadell, S.A | 2 | 2 | 0.14% | 0.15% | 0.16% | Q3 2019 | Q4 2019 | 2 |
DUBUQUE BANK & TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.04% | 0.08% | Q1 2019 | Q3 2023 | 2 |
Kidron Capital LLC | 2 | 2 | 6.94% | 7.09% | 7.24% | Q4 2014 | Q1 2015 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
INCEPTIONR LLC | 1 | 1 | 0.34% | 0.35% | 0.36% | Q1 2023 | Q3 2023 | 2 |
Burt Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Bellwether Investment Group, LLC | 2 | 2 | 0.02% | 0.04% | 0.07% | Q4 2016 | Q1 2017 | 2 |
DIALECTIC CAPITAL MANAGEMENT, LP | 2 | 2 | 0.32% | 0.38% | 0.43% | Q2 2013 | Q3 2013 | 2 |
MENTA CAPITAL LLC | 1 | 1 | 0.05% | 0.10% | 0.14% | Q1 2017 | Q3 2017 | 2 |
TURNER INVESTMENTS LLC | 2 | 2 | 0.17% | 0.58% | 0.98% | Q2 2017 | Q3 2017 | 2 |
McClarren Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
SG Capital Management LLC | 2 | 2 | 2.44% | 3.11% | 3.78% | Q2 2015 | Q3 2015 | 2 |
FNY Managed Accounts LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q1 2017 | Q1 2018 | 2 |
Pacifica Partners Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Sterling Global Strategies LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Alaethes Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Visium Asset Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
JS Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Sumitomo Mitsui Trust Holdings, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
AGF MANAGEMENT LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
LOOMIS SAYLES & CO L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Cannon Global Investment Management, LLC | 1 | 1 | 1.38% | 1.38% | 1.38% | Q2 2023 | Q2 2023 | 1 |
Cerebellum GP, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2020 | Q3 2020 | 1 |
Endurant Capital Management LP | 1 | 1 | 1.39% | 1.39% | 1.39% | Q3 2021 | Q3 2021 | 1 |
Donoghue Forlines LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2019 | Q2 2019 | 1 |
Lombard Odier Asset Management (Switzerland) SA | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2014 | Q3 2014 | 1 |
Oakworth Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Canton Hathaway, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
Neuberger Berman Canada ULC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2017 | Q3 2017 | 1 |
ASTER INVESTMENT MANAGEMENT CO INC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2013 | Q2 2013 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
LEUTHOLD GROUP, LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q2 2017 | Q2 2017 | 1 |
Cohen Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
SECOR Capital Advisors, LP | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2017 | Q2 2017 | 1 |
Delos Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Exchange Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Coe Capital Management, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2014 | Q1 2014 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
WFA of San Diego, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2020 | Q2 2020 | 1 |
Candriam S.C.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
CARILLON TOWER ADVISERS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
BlueCrest Capital Management LLP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2013 | Q4 2013 | 1 |
Machina Capital S.A.S. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Alera Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Fortis Capital Management LLC | 1 | 1 | 1.44% | 1.44% | 1.44% | Q3 2020 | Q3 2020 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
State of Wyoming | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
JENNISON ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
SAC Capital Advisors LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2014 | Q4 2014 | 1 |
Catalyst Capital Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
Hatteras Alternative Mutual Funds, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2014 | Q1 2014 | 1 |
Point72 Middle East FZE | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Investors Capital Advisory Services | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2013 | Q4 2013 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Jackson Creek Investment Advisors LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Pinkerton Retirement Specialists, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Next Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
CHEMICAL BANK | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
Polianta Ltd | 1 | 1 | 0.55% | 0.55% | 0.55% | Q1 2020 | Q1 2020 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Cipher Capital LP | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
IMPAX ASSET MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
Petrus Trust Company, LTA | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Zweig-DiMenna Associates LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q4 2013 | Q4 2013 | 1 |
Arkadios Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
OPTIONS SOLUTIONS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Beck Bode, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
EQUITABLE TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Nebula Research & Development LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
ADIRONDACK TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
LEVIN CAPITAL STRATEGIES, L.P. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Lido Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Soros Fund Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Mascoma Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
INTECH INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Quantitative Investment Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Wakefield Asset Management LLLP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
Pflug Koory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2013 | Q4 2013 | 1 |
RQSI Ltd | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2014 | Q4 2014 | 1 |
Newman Dignan & Sheerar, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
First Trust Direct Indexing L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Tradewinds, LLC. | 1 | 1 | 4.55% | 4.55% | 4.55% | Q4 2022 | Q4 2022 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Atom Investors LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2018 | Q4 2018 | 1 |
ROCKEFELLER FINANCIAL SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Acrospire Investment Management LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2017 | Q2 2017 | 1 |
Operose Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Alpha Paradigm Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
SYMPHONY ASSET MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2016 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LMR Partners LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Calvert Investment Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Calamos Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Clearline Capital LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2022 | Q3 2022 | 1 |
Coatue Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
JACKSON SQUARE CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Balboa Wealth Partners | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
Leucadia National | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Simply Money Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Herold Advisors, Inc. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
Kula Investments, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2023 | Q1 2023 | 1 |
ARBOR CAPITAL MANAGEMENT LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q4 2015 | Q4 2015 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
AMERICAN NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
EAM Investors, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
ALERUS FINANCIAL NA | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2023 | Q2 2023 | 1 |
CNB Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Spire Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
IFG Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Eaton Financial Holdings Company, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
BB&T INVESTMENT SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
ST GERMAIN D J CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
CenterBook Partners LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Brouwer & Janachowski, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
KSA CAPITAL MANAGEMENT, LLC | 1 | 1 | 2.42% | 2.42% | 2.42% | Q3 2016 | Q3 2016 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Ibex Investors LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2018 | Q1 2018 | 1 |
Hightower 6M Holding, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
SouthState Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Financial Advocates Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Requisite Capital Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
SCOPUS ASSET MANAGEMENT, L.P. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2019 | Q2 2019 | 1 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2019 | Q3 2019 | 1 |
KBI Global Investors Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
FIRST NATIONAL CORP /MA/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Santa Fe Partners LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2015 | Q2 2015 | 1 |
EMINENCE CAPITAL, LP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
CVA Family Office, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Redwood Investment Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2020 | Q2 2020 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Concentric Capital Strategies, LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
ADVISORY RESEARCH INC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Geneos Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
External links
This page lists all the filers that currently own APTARGROUP INC or have owned APTARGROUP INC in the past.