Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 20 | 20 | 0.00% | 0.00% | 0.03% | Q4 2018 | Q3 2023 | 54 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 53 |
PEAK6 Investments LLC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 37 |
JANE STREET GROUP, LLC | 14 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 26 |
GOLDMAN SACHS GROUP INC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 22 |
BANK OF AMERICA CORP /DE/ | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 22 |
MILLENNIUM MANAGEMENT LLC | 17 | 2 | 0.00% | 0.04% | 0.14% | Q4 2018 | Q3 2023 | 21 |
UBS Group AG | 20 | 20 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 21 |
1832 Asset Management L.P. | 20 | 20 | 0.01% | 0.09% | 0.20% | Q4 2018 | Q3 2023 | 21 |
Janney Montgomery Scott LLC | 20 | 20 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 20 |
FMR LLC | 20 | 20 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 20 |
Bank of New York Mellon Corp | 20 | 20 | 0.00% | 0.02% | 0.08% | Q4 2018 | Q3 2023 | 20 |
BROWN ADVISORY INC | 20 | 20 | 0.00% | 0.07% | 0.18% | Q4 2018 | Q3 2023 | 20 |
ROYAL BANK OF CANADA | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
FEDERATED HERMES, INC. | 20 | 20 | 0.06% | 0.14% | 0.24% | Q4 2018 | Q3 2023 | 20 |
WELLS FARGO & COMPANY/MN | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Neuberger Berman Group LLC | 20 | 20 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 20 |
STATE STREET CORP | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Coastal Bridge Advisors, LLC | 20 | 20 | 0.70% | 1.02% | 1.49% | Q4 2018 | Q3 2023 | 20 |
ALLIANCEBERNSTEIN L.P. | 20 | 20 | 0.00% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 20 |
ROYCE & ASSOCIATES LP | 20 | 20 | 0.27% | 0.63% | 1.17% | Q4 2018 | Q3 2023 | 20 |
VANGUARD GROUP INC | 20 | 20 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 20 | 20 | 0.00% | 0.07% | 0.15% | Q4 2018 | Q3 2023 | 20 |
Legal & General Group Plc | 20 | 20 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 20 |
BlackRock Inc. | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
OPPENHEIMER & CO INC | 20 | 20 | 0.01% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 20 |
DIMENSIONAL FUND ADVISORS LP | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 20 | 20 | 0.03% | 0.05% | 0.07% | Q4 2018 | Q3 2023 | 20 |
AMERIPRISE FINANCIAL INC | 20 | 20 | 0.01% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 20 |
NORTHERN TRUST CORP | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
BARCLAYS PLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
HighTower Advisors, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
MACQUARIE GROUP LTD | 20 | 20 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 20 |
RAYMOND JAMES & ASSOCIATES | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Northern Right Capital Management, L.P. | 20 | 20 | 1.99% | 6.33% | 12.95% | Q4 2018 | Q3 2023 | 20 |
Partners Group Holding AG | 20 | 20 | 0.52% | 1.77% | 2.26% | Q4 2018 | Q3 2023 | 20 |
Invesco Ltd. | 20 | 20 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 20 |
Capital World Investors | 20 | 20 | 0.04% | 0.11% | 0.23% | Q4 2018 | Q3 2023 | 20 |
JPMORGAN CHASE & CO | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
UBS ASSET MANAGEMENT AMERICAS INC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 20 | 20 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 20 |
MORGAN STANLEY | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Belpointe Asset Management LLC | 20 | 20 | 0.03% | 0.06% | 0.10% | Q4 2018 | Q3 2023 | 20 |
STEPHENS INC /AR/ | 20 | 20 | 0.01% | 0.04% | 0.13% | Q4 2018 | Q3 2023 | 20 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 20 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 20 |
CREDIT SUISSE AG/ | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
CITIGROUP INC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Capital International Investors | 20 | 20 | 0.02% | 0.09% | 0.15% | Q4 2018 | Q3 2023 | 20 |
SEGALL BRYANT & HAMILL, LLC | 20 | 20 | 0.16% | 0.82% | 1.30% | Q4 2018 | Q3 2023 | 20 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
PNC FINANCIAL SERVICES GROUP, INC. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
STIFEL FINANCIAL CORP | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 19 | 19 | 0.06% | 0.19% | 0.39% | Q1 2019 | Q3 2023 | 19 |
KENNEDY CAPITAL MANAGEMENT LLC | 19 | 19 | 0.02% | 0.18% | 0.35% | Q1 2019 | Q3 2023 | 19 |
GEODE CAPITAL MANAGEMENT, LLC | 19 | 19 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Guinness Asset Management LTD | 19 | 19 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 19 | 19 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Northeast Financial Consultants Inc | 19 | 19 | 0.03% | 0.06% | 0.09% | Q1 2019 | Q3 2023 | 19 |
COMERICA BANK | 17 | 2 | 0.00% | 0.02% | 0.09% | Q4 2018 | Q3 2023 | 19 |
DEUTSCHE BANK AG\ | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
DnB Asset Management AS | 19 | 19 | 0.03% | 0.05% | 0.08% | Q2 2019 | Q4 2023 | 19 |
AMERICAN CENTURY COMPANIES INC | 11 | 8 | 0.00% | 0.03% | 0.08% | Q4 2018 | Q3 2023 | 19 |
NATIXIS ADVISORS, L.P. | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 16 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 19 |
Capital International, Inc./CA/ | 18 | 18 | 0.03% | 0.05% | 0.09% | Q2 2019 | Q3 2023 | 18 |
MALTESE CAPITAL MANAGEMENT LLC | 18 | 18 | 0.09% | 0.80% | 1.46% | Q4 2018 | Q1 2023 | 18 |
FRANKLIN RESOURCES INC | 18 | 18 | 0.01% | 0.08% | 0.20% | Q2 2019 | Q3 2023 | 18 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
WELLINGTON MANAGEMENT GROUP LLP | 18 | 18 | 0.01% | 0.17% | 0.36% | Q2 2019 | Q3 2023 | 18 |
NEW YORK STATE COMMON RETIREMENT FUND | 18 | 18 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 18 |
STRS OHIO | 18 | 18 | 0.00% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 18 |
Steward Partners Investment Advisory, LLC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Capital Research Global Investors | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
AMERICAN INTERNATIONAL GROUP, INC. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
BNP PARIBAS FINANCIAL MARKETS | 18 | 18 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q3 2023 | 18 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 18 | 18 | 0.02% | 0.04% | 0.05% | Q2 2019 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
Nuveen Asset Management, LLC | 18 | 18 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 18 |
RHUMBLINE ADVISERS | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
VOYA INVESTMENT MANAGEMENT LLC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Man Group plc | 13 | 2 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 18 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 18 |
AMALGAMATED BANK | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
LOOMIS SAYLES & CO L P | 18 | 18 | 0.00% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 18 |
State of New Jersey Common Pension Fund D | 17 | 17 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
HSBC HOLDINGS PLC | 13 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 17 |
PRINCIPAL FINANCIAL GROUP INC | 17 | 17 | 0.00% | 0.06% | 0.12% | Q3 2019 | Q3 2023 | 17 |
Lee Capital Holdings LLC | 17 | 17 | 1.60% | 2.75% | 7.32% | Q4 2018 | Q4 2022 | 17 |
Tower Research Capital LLC (TRC) | 14 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 17 |
VICTORY CAPITAL MANAGEMENT INC | 17 | 17 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 17 |
Rockefeller Capital Management L.P. | 16 | 1 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 17 |
Russell Investments Group, Ltd. | 15 | 1 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 16 |
FIRST TRUST ADVISORS LP | 16 | 16 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
PEREGRINE CAPITAL MANAGEMENT LLC | 16 | 16 | 0.69% | 1.60% | 2.72% | Q4 2019 | Q3 2023 | 16 |
MML INVESTORS SERVICES, LLC | 16 | 16 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
US BANCORP \DE\ | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.06% | 0.12% | Q4 2019 | Q3 2023 | 16 |
EAGLE GLOBAL ADVISORS LLC | 14 | 1 | 0.01% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 16 |
Brown Advisory Securities, LLC | 16 | 16 | 0.07% | 0.39% | 1.54% | Q4 2018 | Q3 2022 | 16 |
Advisors Asset Management, Inc. | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
BANK OF MONTREAL /CAN/ | 8 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 16 |
Quilter Plc | 16 | 16 | 1.26% | 2.00% | 3.51% | Q4 2019 | Q3 2023 | 16 |
Swiss National Bank | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2022 | 16 |
BLAIR WILLIAM & CO/IL | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
PRICE T ROWE ASSOCIATES INC /MD/ | 15 | 15 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q3 2023 | 15 |
QUADRANT CAPITAL GROUP LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
M&T BANK CORP | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
West Oak Capital, LLC | 11 | 1 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 15 |
PRUDENTIAL FINANCIAL INC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 15 |
Heard Capital LLC | 15 | 15 | 0.07% | 0.21% | 0.49% | Q1 2020 | Q3 2023 | 15 |
PORTLAND INVESTMENT COUNSEL INC. | 15 | 15 | 0.51% | 0.95% | 2.67% | Q1 2020 | Q3 2023 | 15 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 15 | 15 | 0.04% | 0.09% | 0.15% | Q1 2020 | Q3 2023 | 15 |
SEI INVESTMENTS CO | 8 | 7 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 15 |
HMI Capital Management, L.P. | 15 | 15 | 4.53% | 9.95% | 12.71% | Q1 2020 | Q3 2023 | 15 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 15 | 15 | 14.05% | 26.44% | 44.27% | Q1 2020 | Q3 2023 | 15 |
J.P. Morgan Private Wealth Advisors LLC | 14 | 1 | 0.00% | 0.13% | 0.43% | Q4 2018 | Q3 2023 | 15 |
Arizona State Retirement System | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Junto Capital Management LP | 14 | 1 | 0.62% | 1.63% | 2.78% | Q4 2019 | Q3 2023 | 15 |
BENJAMIN EDWARDS INC | 10 | 5 | 0.00% | 0.38% | 1.39% | Q1 2019 | Q3 2023 | 15 |
Glassman Wealth Services | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Hilton Capital Management, LLC | 10 | 5 | 0.61% | 1.58% | 3.35% | Q4 2018 | Q3 2023 | 15 |
STATE OF WISCONSIN INVESTMENT BOARD | 15 | 15 | 0.03% | 0.08% | 0.16% | Q1 2020 | Q3 2023 | 15 |
Integrated Advisors Network LLC | 15 | 15 | 0.01% | 0.04% | 0.05% | Q4 2019 | Q2 2023 | 15 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.29% | 0.56% | 0.83% | Q4 2019 | Q2 2023 | 15 |
Parallel Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
LPL Financial LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Stelac Advisory Services LLC | 14 | 14 | 0.04% | 0.27% | 0.65% | Q4 2018 | Q1 2022 | 14 |
XPONANCE, INC. | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Rathbones Group PLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Cordasco Financial Network | 14 | 14 | 0.07% | 0.12% | 0.18% | Q1 2019 | Q2 2022 | 14 |
NAPLES GLOBAL ADVISORS, LLC | 14 | 14 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 14 |
ACADIAN ASSET MANAGEMENT LLC | 9 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 14 |
JENNISON ASSOCIATES LLC | 14 | 14 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 14 |
NOMURA ASSET MANAGEMENT CO LTD | 14 | 14 | 0.00% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
NISA INVESTMENT ADVISORS, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Treasurer of the State of North Carolina | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
SG Americas Securities, LLC | 12 | 2 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 14 |
Cubist Systematic Strategies, LLC | 8 | 1 | 0.00% | 0.02% | 0.08% | Q4 2018 | Q1 2023 | 14 |
Citizens Business Bank | 14 | 14 | 0.19% | 0.25% | 0.32% | Q1 2019 | Q2 2022 | 14 |
Kore Private Wealth LLC | 12 | 2 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q3 2022 | 14 |
Valeo Financial Advisors, LLC | 14 | 14 | 0.01% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 14 |
ArrowMark Colorado Holdings LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Illinois Municipal Retirement Fund | 13 | 13 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
CI INVESTMENTS INC. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Strategic Blueprint, LLC | 13 | 13 | 0.05% | 0.08% | 0.12% | Q3 2020 | Q3 2023 | 13 |
Raymond James Financial Services Advisors, Inc. | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 12 | 12 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q1 2023 | 13 |
ADVISORY RESEARCH INC | 13 | 13 | 0.04% | 0.16% | 0.39% | Q3 2020 | Q3 2023 | 13 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2022 | 13 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
abrdn plc | 13 | 13 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q1 2022 | 13 |
KWMG, LLC | 11 | 2 | 0.02% | 0.04% | 0.05% | Q4 2018 | Q3 2023 | 13 |
Silvant Capital Management LLC | 13 | 13 | 0.01% | 0.06% | 0.10% | Q3 2019 | Q3 2022 | 13 |
Engineers Gate Manager LP | 6 | 1 | 0.03% | 0.11% | 0.29% | Q3 2019 | Q3 2023 | 12 |
WESTPAC BANKING CORP | 12 | 12 | 0.04% | 0.05% | 0.07% | Q2 2020 | Q1 2023 | 12 |
First Horizon Advisors, Inc. | 11 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 12 |
Utah Retirement Systems | 12 | 12 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
River Road Asset Management, LLC | 12 | 12 | 0.01% | 0.17% | 0.58% | Q4 2020 | Q3 2023 | 12 |
Chesley Taft & Associates LLC | 12 | 12 | 0.04% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Curated Wealth Partners LLC | 12 | 12 | 1.62% | 23.31% | 46.17% | Q4 2020 | Q3 2023 | 12 |
MASSMUTUAL TRUST CO FSB/ADV | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2023 | 12 |
Capital Asset Advisory Services LLC | 11 | 1 | 0.02% | 0.05% | 0.16% | Q4 2019 | Q3 2023 | 12 |
CIBC Asset Management Inc | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Callodine Capital Management, LP | 11 | 1 | 0.54% | 3.34% | 7.27% | Q2 2019 | Q1 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 12 | 12 | 0.00% | 0.21% | 0.39% | Q4 2020 | Q3 2023 | 12 |
American Portfolios Advisors | 12 | 12 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2022 | 12 |
ProShare Advisors LLC | 10 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 12 |
JANUS HENDERSON GROUP PLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 12 |
NORGES BANK | 12 | 12 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q4 2022 | 12 |
Natixis Investment Managers International | 12 | 12 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Nicholas Investment Partners, LP | 12 | 12 | 0.52% | 0.67% | 0.92% | Q4 2020 | Q3 2023 | 12 |
PARK AVENUE SECURITIES LLC | 12 | 12 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
ETF MANAGERS GROUP, LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q1 2023 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.14% | 0.21% | 0.30% | Q4 2020 | Q3 2023 | 12 |
Maryland State Retirement & Pension System | 11 | 11 | 0.02% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 11 |
FRED ALGER MANAGEMENT, LLC | 5 | 2 | 0.00% | 0.01% | 0.12% | Q4 2019 | Q3 2023 | 11 |
D. E. Shaw & Co., Inc. | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 11 |
METROPOLITAN LIFE INSURANCE CO/NY | 11 | 11 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2021 | 11 |
BALYASNY ASSET MANAGEMENT L.P. | 10 | 1 | 0.00% | 0.05% | 0.10% | Q1 2020 | Q3 2023 | 11 |
Cresset Asset Management, LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Westside Investment Management, Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Jackson Wealth Management, LLC | 9 | 2 | 0.22% | 0.52% | 1.08% | Q4 2020 | Q3 2023 | 11 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 11 | 11 | 0.01% | 0.11% | 0.36% | Q1 2021 | Q3 2023 | 11 |
Hilltop Holdings Inc. | 11 | 11 | 0.03% | 0.06% | 0.11% | Q3 2020 | Q1 2023 | 11 |
Advisory Services Network, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 11 |
Canton Hathaway, LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Point72 Asset Management, L.P. | 4 | 1 | 0.00% | 0.03% | 0.09% | Q4 2018 | Q2 2023 | 11 |
PERSONAL CFO SOLUTIONS, LLC | 5 | 5 | 0.04% | 0.06% | 0.07% | Q1 2021 | Q3 2023 | 10 |
Allianz Asset Management GmbH | 4 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 10 |
CRAWFORD INVESTMENT COUNSEL INC | 8 | 2 | 0.00% | 0.04% | 0.07% | Q4 2018 | Q3 2023 | 10 |
Parallax Volatility Advisers, L.P. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2023 | 10 |
KEYBANK NATIONAL ASSOCIATION/OH | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
AFFINITY WEALTH MANAGEMENT LLC | 10 | 10 | 0.04% | 0.14% | 0.21% | Q2 2021 | Q3 2023 | 10 |
CIBC Private Wealth Group, LLC | 10 | 10 | 0.01% | 0.13% | 0.46% | Q2 2021 | Q3 2023 | 10 |
ACCESS FINANCIAL SERVICES, INC. | 10 | 10 | 0.50% | 0.73% | 1.00% | Q2 2021 | Q3 2023 | 10 |
Vanguard Personalized Indexing Management, LLC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Harbor Advisors LLC | 10 | 10 | 0.06% | 0.09% | 0.18% | Q2 2021 | Q3 2023 | 10 |
Renaissance Technologies | 4 | 2 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q2 2023 | 10 |
WASHINGTON TRUST Co | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Hamlin Capital Management, LLC | 10 | 10 | 3.08% | 3.88% | 4.83% | Q2 2021 | Q3 2023 | 10 |
HARBOR INVESTMENT ADVISORY, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
ALPS ADVISORS INC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Ameritas Investment Partners, Inc. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2022 | 10 |
HUNTINGTON NATIONAL BANK | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
WOLVERINE TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 10 |
FIRST HAWAIIAN BANK | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Lido Advisors, LLC | 5 | 5 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q2 2022 | 10 |
HOHIMER WEALTH MANAGEMENT, LLC | 10 | 10 | 0.71% | 0.92% | 1.21% | Q2 2021 | Q3 2023 | 10 |
Paradigm Financial Partners, LLC | 10 | 10 | 0.06% | 0.07% | 0.09% | Q2 2021 | Q3 2023 | 10 |
Pallas Capital Advisors LLC | 10 | 10 | 0.10% | 0.20% | 0.29% | Q2 2021 | Q3 2023 | 10 |
MetLife Investment Management, LLC | 7 | 3 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 10 |
FULTON BANK, N.A. | 9 | 9 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q4 2023 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 9 | 9 | 0.29% | 0.40% | 0.53% | Q3 2021 | Q3 2023 | 9 |
Tarbox Family Office, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 9 |
Harvest Fund Management Co., Ltd | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
WADDELL & REED FINANCIAL INC | 9 | 9 | 0.04% | 0.06% | 0.09% | Q1 2019 | Q1 2021 | 9 |
Fiera Capital Corp | 9 | 9 | 0.08% | 0.11% | 0.16% | Q3 2021 | Q3 2023 | 9 |
TWO SIGMA ADVISERS, LP | 7 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q4 2021 | 9 |
SVB WEALTH LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 9 |
Walleye Trading LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Rafferty Asset Management, LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q2 2022 | 9 |
WINTON GROUP Ltd | 3 | 1 | 0.01% | 0.03% | 0.07% | Q1 2019 | Q1 2023 | 9 |
Omnia Family Wealth, LLC | 8 | 1 | 0.82% | 1.82% | 2.29% | Q4 2020 | Q3 2023 | 9 |
FIRST MANHATTAN CO. LLC. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 3 | 3 | 0.00% | 0.02% | 0.05% | Q3 2020 | Q1 2023 | 9 |
Wealthcare Advisory Partners LLC | 8 | 1 | 0.00% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 9 |
LAKE STREET ADVISORS GROUP, LLC | 9 | 9 | 0.11% | 0.16% | 0.31% | Q3 2021 | Q3 2023 | 9 |
Schonfeld Strategic Advisors LLC | 7 | 1 | 0.02% | 0.13% | 0.37% | Q4 2020 | Q3 2023 | 9 |
MERCER GLOBAL ADVISORS INC /ADV | 5 | 4 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 9 |
IBEX WEALTH ADVISORS | 9 | 9 | 0.94% | 1.18% | 1.52% | Q1 2020 | Q1 2022 | 9 |
Spire Wealth Management | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 9 |
Hudson Bay Capital Management LP | 3 | 1 | 0.06% | 0.09% | 0.13% | Q4 2019 | Q3 2023 | 9 |
Cambridge Investment Research Advisors, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
WEST PACES ADVISORS INC. | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Holocene Advisors, LP | 7 | 1 | 0.00% | 0.10% | 0.16% | Q3 2019 | Q4 2022 | 9 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 8 | 1 | 0.03% | 0.07% | 0.15% | Q2 2020 | Q3 2022 | 9 |
Ensign Peak Advisors, Inc | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Prudent Man Advisors, LLC | 9 | 9 | 0.25% | 0.30% | 0.35% | Q2 2021 | Q2 2023 | 9 |
Veritable, L.P. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2022 | 9 |
BESSEMER GROUP INC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
VAN ECK ASSOCIATES CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Greenwich Investment Management, Inc. | 6 | 2 | 1.36% | 6.36% | 10.94% | Q4 2018 | Q1 2022 | 8 |
PAX Financial Group, LLC | 8 | 8 | 0.15% | 0.17% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Kestra Advisory Services, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
GROUP ONE TRADING, L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 8 |
HM PAYSON & CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 8 |
TWO SIGMA INVESTMENTS, LP | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 8 |
Great Diamond Partners, LLC | 8 | 8 | 0.13% | 0.40% | 0.60% | Q4 2021 | Q3 2023 | 8 |
Barrett Asset Management, LLC | 8 | 8 | 0.04% | 0.52% | 1.09% | Q2 2020 | Q1 2022 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.03% | 0.09% | Q4 2021 | Q3 2023 | 8 |
CAPTRUST FINANCIAL ADVISORS | 6 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Quantinno Capital Management LP | 8 | 8 | 0.07% | 0.17% | 0.44% | Q4 2021 | Q3 2023 | 8 |
AdvisorNet Financial, Inc | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 8 |
TCTC Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
RDST Capital LLC | 8 | 8 | 3.26% | 4.56% | 6.29% | Q4 2021 | Q3 2023 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
KB FINANCIAL PARTNERS, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Tradition Wealth Management, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q1 2023 | 8 |
OPPENHEIMER ASSET MANAGEMENT INC. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Alberta Investment Management Corp | 8 | 8 | 0.03% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
ExodusPoint Capital Management, LP | 4 | 1 | 0.00% | 0.08% | 0.28% | Q1 2019 | Q1 2023 | 8 |
CVA Family Office, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 8 |
TUDOR INVESTMENT CORP ET AL | 6 | 1 | 0.01% | 0.04% | 0.11% | Q1 2021 | Q3 2023 | 8 |
Brinker Capital Investments, LLC | 7 | 7 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q4 2022 | 7 |
TOWNSQUARE CAPITAL LLC | 7 | 7 | 0.12% | 0.14% | 0.16% | Q1 2022 | Q3 2023 | 7 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 7 |
Allworth Financial LP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 7 | 7 | 0.06% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Baird Financial Group, Inc. | 4 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
Parkside Financial Bank & Trust | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Disciplined Investments, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 7 |
FIL Ltd | 7 | 7 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
PM CAPITAL Ltd | 7 | 7 | 2.66% | 4.49% | 5.44% | Q2 2019 | Q4 2020 | 7 |
WESTWOOD HOLDINGS GROUP INC | 7 | 7 | 0.11% | 0.16% | 0.20% | Q1 2020 | Q3 2021 | 7 |
MARSHALL WACE, LLP | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 7 |
Byrne Asset Management LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q2 2023 | 7 |
Stratos Wealth Partners, LTD. | 7 | 7 | 0.08% | 0.10% | 0.13% | Q1 2022 | Q3 2023 | 7 |
EVOKE WEALTH, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
LMR Partners LLP | 5 | 2 | 0.01% | 0.16% | 0.38% | Q2 2020 | Q4 2022 | 7 |
RAYMOND JAMES TRUST N.A. | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
GSA CAPITAL PARTNERS LLP | 3 | 1 | 0.04% | 0.07% | 0.10% | Q2 2019 | Q4 2021 | 7 |
Snowden Capital Advisors LLC | 6 | 1 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 7 |
CAPITAL ADVISORS INC/OK | 7 | 7 | 0.37% | 0.45% | 0.56% | Q2 2020 | Q4 2021 | 7 |
Buttonwood Financial Advisors Inc. | 7 | 7 | 0.20% | 0.24% | 0.26% | Q1 2022 | Q3 2023 | 7 |
ANGELES WEALTH MANAGEMENT, LLC | 7 | 7 | 2.10% | 2.54% | 3.06% | Q1 2022 | Q3 2023 | 7 |
RFG Advisory, LLC | 7 | 7 | 0.04% | 0.06% | 0.09% | Q1 2022 | Q3 2023 | 7 |
MIRABELLA FINANCIAL SERVICES LLP | 4 | 1 | 0.04% | 0.25% | 0.65% | Q1 2021 | Q3 2023 | 7 |
U.S. Capital Wealth Advisors, LLC | 4 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 7 |
ASSETMARK, INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Avior Wealth Management, LLC | 7 | 7 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q1 2023 | 7 |
Qube Research & Technologies Ltd | 2 | 1 | 0.01% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 7 |
Berman Capital Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2021 | 7 |
WHITTIER TRUST CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 7 |
TD Waterhouse Canada Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Vontobel Holding Ltd. | 4 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Sumitomo Mitsui Trust Holdings, Inc. | 4 | 3 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 7 |
Joel Isaacson & Co., LLC | 4 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 7 |
DEARBORN PARTNERS LLC | 7 | 7 | 0.25% | 0.38% | 0.53% | Q1 2022 | Q3 2023 | 7 |
Geneos Wealth Management Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
Mirae Asset Global Investments Co., Ltd. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 7 |
SEVEN EIGHT CAPITAL, LP | 3 | 1 | 0.05% | 0.21% | 0.36% | Q2 2019 | Q3 2023 | 7 |
HARBOUR INVESTMENTS, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 6 |
Paloma Partners Management Co | 1 | 1 | 0.03% | 0.05% | 0.10% | Q1 2019 | Q2 2022 | 6 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 6 | 6 | 1.59% | 2.16% | 2.68% | Q2 2022 | Q3 2023 | 6 |
Hexagon Capital Partners LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Stone Point Wealth LLC | 6 | 6 | 0.13% | 0.14% | 0.16% | Q2 2022 | Q3 2023 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Soros Fund Management | 6 | 6 | 0.04% | 0.05% | 0.08% | Q1 2022 | Q2 2023 | 6 |
DSM CAPITAL PARTNERS LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Fernwood Investment Management, LLC | 3 | 3 | 0.07% | 0.09% | 0.10% | Q3 2021 | Q3 2023 | 6 |
OSSIAM | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 6 |
MACKENZIE FINANCIAL CORP | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 6 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6 | 6 | 0.32% | 0.66% | 0.85% | Q4 2018 | Q1 2020 | 6 |
ATTICUS WEALTH MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.01% | 0.04% | Q3 2021 | Q4 2022 | 6 |
PIN OAK INVESTMENT ADVISORS INC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 6 |
AVANTAX ADVISORY SERVICES, INC. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Yorktown Management & Research Co Inc | 6 | 6 | 0.52% | 0.89% | 1.43% | Q4 2018 | Q1 2020 | 6 |
Capital Advisors, Ltd. LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
Riverview Trust Co | 5 | 1 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Lee Financial Co | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
Assenagon Asset Management S.A. | 2 | 1 | 0.01% | 0.02% | 0.08% | Q4 2019 | Q1 2023 | 6 |
Rise Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
NATIXIS | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2022 | 6 |
NewEdge Advisors, LLC | 4 | 2 | 0.00% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 6 |
GUGGENHEIM CAPITAL LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
PAYDEN & RYGEL | 6 | 6 | 0.48% | 0.76% | 1.07% | Q3 2021 | Q4 2022 | 6 |
PANAGORA ASSET MANAGEMENT INC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 6 |
Cipher Capital LP | 2 | 1 | 0.09% | 0.18% | 0.34% | Q2 2019 | Q1 2023 | 6 |
Verition Fund Management LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q2 2023 | 6 |
Gradient Investments LLC | 6 | 6 | 0.33% | 0.42% | 0.48% | Q2 2022 | Q3 2023 | 6 |
Lake Point Wealth Management | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 6 |
AMERICAN NATIONAL BANK | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 6 |
WOLFF WIESE MAGANA LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Running Point Capital Advisors, LLC | 6 | 6 | 0.56% | 0.71% | 0.80% | Q2 2022 | Q3 2023 | 6 |
Gotham Asset Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2022 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.03% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 6 |
FORA Capital, LLC | 4 | 2 | 0.01% | 0.06% | 0.09% | Q2 2020 | Q3 2022 | 6 |
BELLEVUE ASSET MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 2 | 0.02% | 0.12% | 0.41% | Q4 2020 | Q1 2023 | 5 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 5 | 5 | 0.05% | 0.19% | 0.27% | Q3 2022 | Q3 2023 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Teza Capital Management LLC | 2 | 1 | 0.09% | 0.14% | 0.21% | Q2 2021 | Q3 2023 | 5 |
Carroll Financial Associates, Inc. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 5 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
ZEKE CAPITAL ADVISORS, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2022 | 5 |
FIFTH THIRD BANCORP | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
EFG Asset Management (Americas) Corp. | 5 | 5 | 0.35% | 0.65% | 0.89% | Q3 2022 | Q3 2023 | 5 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
OPTIMUM INVESTMENT ADVISORS | 5 | 5 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q4 2021 | 5 |
Tidal Investments LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 5 |
Point72 Hong Kong Ltd | 3 | 1 | 0.01% | 0.03% | 0.05% | Q3 2019 | Q2 2022 | 5 |
Creative Planning | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 5 |
LIBERTY WEALTH MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.02% | Q3 2020 | Q3 2021 | 5 |
Amundi | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Penserra Capital Management LLC | 2 | 1 | 0.00% | 0.06% | 0.13% | Q3 2019 | Q3 2023 | 5 |
EATON VANCE MANAGEMENT | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 5 |
SUMITOMO LIFE INSURANCE CO | 5 | 5 | 0.05% | 0.09% | 0.14% | Q3 2022 | Q3 2023 | 5 |
EverSource Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Southside Capital, LLC | 5 | 5 | 1.22% | 2.17% | 3.28% | Q4 2018 | Q4 2019 | 5 |
Quantbot Technologies LP | 2 | 1 | 0.00% | 0.08% | 0.27% | Q4 2020 | Q3 2023 | 5 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 5 |
Seaport Global Advisors, LLC | 5 | 5 | 0.41% | 1.05% | 1.43% | Q1 2022 | Q1 2023 | 5 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.07% | 0.17% | 0.39% | Q4 2020 | Q2 2023 | 5 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q2 2022 | 5 |
Camarda Financial Advisors, LLC | 5 | 5 | 0.64% | 0.89% | 1.16% | Q3 2022 | Q3 2023 | 5 |
TWINBEECH CAPITAL LP | 3 | 1 | 0.13% | 0.20% | 0.30% | Q4 2020 | Q4 2022 | 5 |
Fieldpoint Private Securities, LLC | 4 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q2 2022 | 5 |
Sheaff Brock Investment Advisors, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2022 | 5 |
Twin Tree Management, LP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 5 |
Key FInancial Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
CANADA PENSION PLAN INVESTMENT BOARD | 3 | 1 | 0.00% | 0.03% | 0.14% | Q4 2021 | Q3 2023 | 5 |
Edgestream Partners, L.P. | 5 | 5 | 0.07% | 0.36% | 0.66% | Q3 2022 | Q3 2023 | 5 |
Islet Management, LP | 5 | 5 | 0.40% | 0.52% | 0.67% | Q4 2018 | Q4 2019 | 5 |
DekaBank Deutsche Girozentrale | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Vulcan Value Partners, LLC | 5 | 5 | 1.76% | 2.59% | 3.14% | Q3 2022 | Q3 2023 | 5 |
ALGERT GLOBAL LLC | 5 | 5 | 0.16% | 0.20% | 0.22% | Q3 2021 | Q3 2022 | 5 |
Neo Ivy Capital Management | 2 | 1 | 0.04% | 0.33% | 0.80% | Q4 2020 | Q4 2022 | 5 |
Prana Capital Management, LP | 4 | 1 | 0.02% | 0.21% | 0.45% | Q2 2022 | Q3 2023 | 5 |
BRINKER CAPITAL INC | 5 | 5 | 0.04% | 0.08% | 0.10% | Q4 2018 | Q4 2019 | 5 |
Cetera Advisor Networks LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 5 |
Versant Capital Management, Inc | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2023 | 5 |
Point72 Europe (London) LLP | 5 | 5 | 0.19% | 1.21% | 3.28% | Q3 2022 | Q3 2023 | 5 |
Walleye Capital LLC | 3 | 1 | 0.03% | 0.14% | 0.31% | Q2 2021 | Q1 2023 | 5 |
RVW Wealth, LLC | 3 | 2 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 5 |
Pearl River Capital, LLC | 2 | 1 | 0.02% | 0.10% | 0.18% | Q4 2018 | Q3 2023 | 5 |
Lindbrook Capital, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Apollon Wealth Management, LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Connor, Clark & Lunn Investment Management Ltd. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2022 | 5 |
Advisor Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
EFG Asset Management (North America) Corp. | 5 | 5 | 0.60% | 1.12% | 1.60% | Q3 2022 | Q3 2023 | 5 |
Arete Wealth Advisors, LLC | 4 | 1 | 0.04% | 0.05% | 0.07% | Q1 2019 | Q3 2023 | 5 |
TRADITION ASSET MANAGEMENT LLC | 5 | 5 | 0.32% | 0.47% | 0.71% | Q2 2019 | Q2 2020 | 5 |
&PARTNERS | 3 | 2 | 0.09% | 0.12% | 0.14% | Q3 2021 | Q3 2023 | 5 |
HRT FINANCIAL LP | 2 | 1 | 0.01% | 0.04% | 0.14% | Q4 2021 | Q3 2023 | 5 |
COMMONWEALTH EQUITY SERVICES, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 5 |
HARBOR CAPITAL ADVISORS, INC. | 4 | 4 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q4 2023 | 4 |
BECK MACK & OLIVER LLC | 4 | 4 | 0.08% | 0.12% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Marshall Wace North America L.P. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q4 2020 | 4 |
Mitsubishi UFJ Asset Management Co., Ltd. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
SIGNATUREFD, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Laurion Capital Management LP | 3 | 1 | 0.01% | 0.03% | 0.09% | Q1 2019 | Q2 2020 | 4 |
IFM Investors Pty Ltd | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
AVIVA PLC | 4 | 4 | 0.01% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
RMR Wealth Builders | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q1 2021 | 4 |
Horizon Investments, LLC | 4 | 4 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q3 2022 | 4 |
NVWM, LLC | 4 | 4 | 0.00% | 0.15% | 0.30% | Q4 2021 | Q3 2022 | 4 |
Bridgewater Associates | 4 | 4 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q2 2022 | 4 |
SG3 Management, LLC | 2 | 2 | 0.02% | 0.04% | 0.04% | Q2 2020 | Q3 2020 | 4 |
UBP Investment Advisors SA | 4 | 4 | 0.27% | 0.34% | 0.38% | Q4 2021 | Q3 2022 | 4 |
Jefferies Group LLC | 2 | 1 | 0.00% | 0.02% | 0.08% | Q1 2019 | Q3 2022 | 4 |
AGF Investments LLC | 1 | 1 | 0.00% | 0.02% | 0.07% | Q4 2018 | Q2 2021 | 4 |
Washington Trust Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
First Allied Advisory Services, Inc. | 4 | 4 | 0.02% | 0.04% | 0.05% | Q4 2019 | Q3 2020 | 4 |
ROYAL LONDON ASSET MANAGEMENT LTD | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Capital Impact Advisors, LLC | 4 | 4 | 0.21% | 0.23% | 0.25% | Q1 2022 | Q4 2022 | 4 |
TORONTO DOMINION BANK | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Alyeska Investment Group, L.P. | 2 | 1 | 0.07% | 0.15% | 0.25% | Q1 2020 | Q1 2023 | 4 |
NEXT Financial Group, Inc | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Mitsubishi UFJ Trust & Banking Corp | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
WEDBUSH SECURITIES INC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Hennion & Walsh Asset Management, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
ClearBridge Investments | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Daiwa Securities Group Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Skandinaviska Enskilda Banken AB (publ) | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Vestcor Inc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Quantamental Technologies LLC | 3 | 1 | 0.03% | 0.15% | 0.30% | Q2 2019 | Q1 2023 | 4 |
B. Riley Wealth Advisors, Inc. | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 4 |
Blueshift Asset Management, LLC | 2 | 1 | 0.02% | 0.06% | 0.08% | Q3 2019 | Q4 2021 | 4 |
TFO Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q1 2021 | 4 |
Manchester Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 4 |
Chicago Partners Investment Group LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Manning & Napier Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.12% | 0.22% | 0.37% | Q4 2022 | Q3 2023 | 4 |
Cetera Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Cinctive Capital Management LP | 4 | 4 | 0.05% | 0.18% | 0.42% | Q4 2022 | Q3 2023 | 4 |
RMB Capital Management, LLC | 1 | 1 | 0.01% | 0.04% | 0.11% | Q4 2018 | Q3 2023 | 4 |
PARNASSUS INVESTMENTS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
NN Investment Partners Holdings N.V. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Concord Wealth Partners | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Alliance Wealth Advisors, LLC /UT | 4 | 4 | 0.81% | 0.94% | 1.08% | Q4 2022 | Q3 2023 | 4 |
DUALITY ADVISERS, LP | 1 | 1 | 0.03% | 0.13% | 0.30% | Q1 2021 | Q4 2022 | 4 |
Trexquant Investment LP | 2 | 1 | 0.01% | 0.04% | 0.09% | Q4 2020 | Q1 2023 | 4 |
FORSTA AP-FONDEN | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
CAXTON ASSOCIATES LP | 3 | 1 | 0.02% | 0.04% | 0.07% | Q2 2020 | Q2 2021 | 4 |
NORDEA INVESTMENT MANAGEMENT AB | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Clearstead Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 4 |
Elo Mutual Pension Insurance Co | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
LAZARD ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
Xact Kapitalforvaltning AB | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 4 |
FinTrust Capital Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 4 |
SALEM INVESTMENT COUNSELORS INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
PRUDENTIAL PLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
PICTET ASSET MANAGEMENT LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Brookfield Asset Management | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q1 2023 | 4 |
Gulf International Bank (UK) Ltd | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Korea Investment CORP | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.00% | 0.04% | 0.13% | Q4 2022 | Q3 2023 | 4 |
BOKF, NA | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 4 |
Asset Management One Co., Ltd. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
BI Asset Management Fondsmaeglerselskab A/S | 4 | 4 | 0.02% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
TD ASSET MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
DUDLEY CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.30% | 0.37% | 0.45% | Q4 2022 | Q3 2023 | 4 |
Polar Capital Holdings Plc | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
FJ Capital Management LLC | 2 | 1 | 0.05% | 0.16% | 0.28% | Q4 2018 | Q4 2022 | 4 |
Koesten, Hirschmann & Crabtree, INC. | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Echo Street Capital Management LLC | 3 | 1 | 0.00% | 0.04% | 0.17% | Q2 2020 | Q4 2022 | 4 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Phoenix Holdings Ltd. | 4 | 4 | 0.12% | 0.42% | 0.59% | Q3 2019 | Q2 2020 | 4 |
Andra AP-fonden | 4 | 4 | 0.09% | 0.15% | 0.33% | Q4 2022 | Q3 2023 | 4 |
Jump Financial, LLC | 2 | 1 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q2 2023 | 4 |
Winslow, Evans & Crocker, Inc. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2020 | 4 |
C M BIDWELL & ASSOCIATES LTD | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Aquatic Capital Management LLC | 1 | 1 | 0.02% | 0.06% | 0.13% | Q2 2022 | Q3 2023 | 3 |
Vident Investment Advisory, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Catalyst Capital Advisors LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Oak Thistle LLC | 2 | 1 | 0.16% | 0.34% | 0.63% | Q2 2022 | Q3 2023 | 3 |
Robeco Institutional Asset Management B.V. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Gillson Capital LP | 2 | 1 | 0.22% | 0.53% | 0.79% | Q2 2021 | Q2 2023 | 3 |
Dynamic Advisor Solutions LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 3 |
Bartlett & Co. LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2023 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
MENDON CAPITAL ADVISORS CORP | 2 | 2 | 0.03% | 0.74% | 1.80% | Q4 2018 | Q1 2019 | 3 |
Sowell Financial Services LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
BANK OF NOVA SCOTIA | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 3 |
Voya Financial Advisors, Inc. | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
NOESIS CAPITAL MANGEMENT CORP | 3 | 3 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q1 2022 | 3 |
Front Row Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
INCEPTIONR LLC | 3 | 3 | 0.12% | 0.29% | 0.51% | Q4 2022 | Q2 2023 | 3 |
OCCUDO QUANTITATIVE STRATEGIES LP | 3 | 3 | 0.04% | 0.07% | 0.11% | Q3 2021 | Q1 2022 | 3 |
Sonora Investment Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 3 |
Ergoteles LLC | 1 | 1 | 0.02% | 0.15% | 0.39% | Q1 2022 | Q2 2023 | 3 |
EXCHANGE TRADED CONCEPTS, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 3 |
Grandeur Peak Global Advisors, LLC | 3 | 3 | 0.29% | 0.55% | 0.73% | Q1 2023 | Q3 2023 | 3 |
INSIGNEO ADVISORY SERVICES, LLC | 2 | 1 | 0.04% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 3 |
TCI Wealth Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Delek Group, Ltd. | 3 | 3 | 0.40% | 0.46% | 0.52% | Q4 2018 | Q2 2019 | 3 |
Gyon Technologies Capital Management, LP | 2 | 1 | 0.06% | 0.08% | 0.11% | Q1 2021 | Q2 2022 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q4 2022 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Squarepoint Ops LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 3 |
Cowen Prime Advisors LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q2 2023 | 3 |
Prime Capital Investment Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.04% | Q1 2023 | Q3 2023 | 3 |
GLENMEDE TRUST CO NA | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 3 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.05% | 0.10% | 0.13% | Q4 2018 | Q1 2021 | 3 |
BFSG, LLC | 2 | 1 | 0.12% | 0.14% | 0.16% | Q4 2021 | Q3 2023 | 3 |
Avitas Wealth Management LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Boston Partners | 3 | 3 | 0.37% | 0.41% | 0.45% | Q1 2023 | Q3 2023 | 3 |
USA FINANCIAL FORMULAS | 3 | 3 | 0.02% | 0.06% | 0.12% | Q3 2019 | Q1 2020 | 3 |
BROWN BROTHERS HARRIMAN & CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Sound Income Strategies, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Platform Technology Partners | 3 | 3 | 0.23% | 0.28% | 0.31% | Q4 2019 | Q2 2020 | 3 |
Empowered Funds, LLC | 3 | 3 | 0.20% | 0.21% | 0.22% | Q4 2021 | Q2 2022 | 3 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
SUNTRUST BANKS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
AdvisorShares Investments LLC | 2 | 1 | 0.14% | 0.23% | 0.32% | Q2 2021 | Q1 2022 | 3 |
BerganKDV Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
CAPITAL INSIGHT PARTNERS, LLC | 3 | 3 | 0.05% | 0.08% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Achmea Investment Management B.V. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Castleview Partners, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
DARK FOREST CAPITAL MANAGEMENT LP | 1 | 1 | 0.00% | 0.16% | 0.39% | Q4 2021 | Q3 2023 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 3 |
Blue Trust, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 3 |
LVW Advisors, LLC | 2 | 1 | 0.06% | 0.07% | 0.08% | Q3 2019 | Q2 2020 | 3 |
Lenox Wealth Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Itau Unibanco Holding S.A. | 2 | 1 | 0.01% | 0.02% | 0.05% | Q2 2019 | Q1 2023 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Psagot Value Holdings Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
WHITTIER TRUST CO OF NEVADA INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
AE Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Realta Investment Advisors | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
FourThought Financial, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Metis Global Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
NewSquare Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Deer Park Road Corp | 3 | 3 | 0.75% | 0.84% | 0.97% | Q3 2022 | Q1 2023 | 3 |
Fulcrum Capital LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Overbrook Management Corp | 2 | 2 | 3.03% | 3.10% | 3.16% | Q2 2023 | Q3 2023 | 2 |
Industrial Alliance Investment Management Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Greenland Capital Management LP | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Maven Securities LTD | 2 | 2 | 0.24% | 0.38% | 0.52% | Q2 2019 | Q3 2019 | 2 |
BROADVIEW ADVISORS LLC | 2 | 2 | 0.16% | 0.17% | 0.19% | Q4 2018 | Q1 2019 | 2 |
Alta Fox Capital Management | 2 | 2 | 3.91% | 7.57% | 11.23% | Q1 2023 | Q2 2023 | 2 |
Pinkerton Retirement Specialists, LLC | 2 | 2 | 0.06% | 0.09% | 0.12% | Q2 2023 | Q3 2023 | 2 |
CHARTWELL INVESTMENT PARTNERS, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q1 2020 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2022 | 2 |
CIBC WORLD MARKET INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Everhart Financial Group, Inc. | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Smithfield Trust Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Baystate Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 2 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 2 |
Zions Bancorporation, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 2 |
Samson Rock Capital LLP | 1 | 1 | 0.20% | 0.36% | 0.51% | Q1 2022 | Q3 2022 | 2 |
Hillsdale Investment Management Inc. | 2 | 2 | 0.09% | 0.09% | 0.10% | Q4 2019 | Q1 2020 | 2 |
EAM Investors, LLC | 2 | 2 | 0.40% | 0.42% | 0.45% | Q4 2019 | Q1 2020 | 2 |
CONSOLIDATED PRESS INTERNATIONAL HOLDINGS LTD | 2 | 2 | 1.08% | 1.64% | 2.20% | Q2 2023 | Q3 2023 | 2 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 2 |
Barnett & Company, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Onex Canada Asset Management Inc. | 1 | 1 | 0.08% | 0.08% | 0.09% | Q1 2021 | Q3 2021 | 2 |
IBM Retirement Fund | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Tyler-Stone Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Close Asset Management Ltd | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Ancora Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
25 LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
EP Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Capula Management Ltd | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.18% | 0.18% | 0.19% | Q2 2023 | Q3 2023 | 2 |
Laurel Wealth Advisors, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Moisand Fitzgerald Tamayo, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
SCP Investment, LP | 2 | 2 | 1.55% | 1.59% | 1.64% | Q4 2018 | Q1 2019 | 2 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 2 |
ALLEGHANY CORP /DE | 2 | 2 | 4.52% | 5.42% | 6.31% | Q4 2018 | Q1 2019 | 2 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 2 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2018 | Q1 2019 | 2 |
CSat Investment Advisory, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
LGT Fund Management Co Ltd. | 2 | 2 | 0.33% | 0.46% | 0.58% | Q2 2022 | Q3 2022 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
KBC Group NV | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Virtu Financial LLC | 1 | 1 | 0.09% | 0.09% | 0.10% | Q4 2020 | Q3 2022 | 2 |
PineBridge Investments, L.P. | 1 | 1 | 0.00% | 0.04% | 0.07% | Q4 2018 | Q1 2023 | 2 |
MATHER GROUP, LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
XTX Topco Ltd | 1 | 1 | 0.08% | 0.13% | 0.18% | Q2 2021 | Q3 2023 | 2 |
TRADITION CAPITAL MANAGEMENT LLC | 2 | 2 | 0.55% | 0.62% | 0.69% | Q4 2018 | Q1 2019 | 2 |
Banco Santander, S.A. | 2 | 2 | 0.01% | 0.04% | 0.07% | Q2 2021 | Q3 2021 | 2 |
AMP Capital Investors Ltd | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 2 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.07% | 0.17% | 0.26% | Q4 2022 | Q3 2023 | 2 |
EMG Holdings, L.P. | 1 | 1 | 0.12% | 0.67% | 1.21% | Q4 2022 | Q4 2022 | 2 |
TSFG, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
STONNINGTON GROUP, LLC | 1 | 1 | 0.08% | 0.11% | 0.14% | Q1 2022 | Q1 2023 | 2 |
Schechter Investment Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
AIA Group Ltd | 2 | 2 | 0.10% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Hunting Hill Global Capital, LLC | 2 | 2 | 0.48% | 0.68% | 0.87% | Q2 2023 | Q3 2023 | 2 |
Machina Capital S.A.S. | 1 | 1 | 0.04% | 0.08% | 0.13% | Q1 2023 | Q3 2023 | 2 |
Capitolis Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
LEO BROKERAGE, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Quarry LP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 2 |
McClarren Financial Advisors, Inc. | 2 | 2 | 0.06% | 0.06% | 0.07% | Q3 2022 | Q4 2022 | 2 |
Bridgefront Capital, LLC | 1 | 1 | 0.18% | 0.29% | 0.40% | Q4 2020 | Q3 2022 | 2 |
RESOURCE CONSULTING GROUP INC | 2 | 2 | 0.24% | 0.25% | 0.25% | Q2 2023 | Q3 2023 | 2 |
Wealthspire Advisors, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q3 2021 | Q4 2021 | 2 |
VETAMER CAPITAL MANAGEMENT, L.P. | 2 | 2 | 1.11% | 1.43% | 1.74% | Q2 2023 | Q3 2023 | 2 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.20% | 0.21% | 0.22% | Q2 2021 | Q4 2021 | 2 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
National Pension Service | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Silicon Valley Capital Partners | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Hutchens & Kramer Investment Management Group, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q4 2021 | Q1 2022 | 2 |
Simplify Asset Management Inc. | 2 | 2 | 0.43% | 0.61% | 0.79% | Q4 2022 | Q1 2023 | 2 |
Wealthfront Advisers LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
KEYSTONE INVESTORS PTE LTD | 2 | 2 | 6.17% | 6.82% | 7.47% | Q2 2023 | Q3 2023 | 2 |
West Tower Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Fund Management at Engine No. 1 LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
NumerixS Investment Technologies Inc | 1 | 1 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q2 2020 | 2 |
OppenheimerFunds, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Private Advisory Group LLC | 2 | 2 | 0.17% | 0.17% | 0.18% | Q4 2021 | Q1 2022 | 2 |
Weiss Asset Management LP | 1 | 1 | 0.06% | 0.10% | 0.15% | Q1 2022 | Q1 2023 | 2 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.02% | 0.05% | 0.08% | Q2 2022 | Q4 2022 | 2 |
Arlington Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
MACKAY SHIELDS LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2020 | 2 |
B. Metzler seel. Sohn & Co. Holding AG | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
Ghisallo Capital Management LLC | 2 | 2 | 0.06% | 0.33% | 0.60% | Q2 2021 | Q3 2021 | 2 |
Point72 Middle East FZE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Advisory Alpha, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
Gator Capital Management, LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q4 2018 | Q4 2018 | 1 |
Triasima Portfolio Management inc. | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2023 | Q3 2023 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SAMLYN CAPITAL, LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q2 2020 | Q2 2020 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GW&K Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Banque Cantonale Vaudoise | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Symmetry Investments LP | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2022 | Q3 2022 | 1 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2020 | Q4 2020 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Avion Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Advisors Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Miura Global Management | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2019 | Q4 2019 | 1 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q1 2023 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
North Peak Capital Management, LLC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q4 2019 | Q4 2019 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
Private Capital Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1 | 1 | 0.43% | 0.43% | 0.43% | Q2 2023 | Q2 2023 | 1 |
Carmichael Hill & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Engle Capital Management, L.P. | 1 | 1 | 1.31% | 1.31% | 1.31% | Q3 2023 | Q3 2023 | 1 |
EFG CAPITAL INTERNATIONAL CORP. | 1 | 1 | 0.88% | 0.88% | 0.88% | Q2 2023 | Q2 2023 | 1 |
SYMMETRY PEAK MANAGEMENT LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2023 | Q1 2023 | 1 |
Estate Counselors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2022 | Q2 2022 | 1 |
Perpetual Ltd | 1 | 1 | 0.71% | 0.71% | 0.71% | Q3 2023 | Q3 2023 | 1 |
Artemis Investment Management LLP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Leucadia National | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Monashee Investment Management LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2019 | Q2 2019 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2019 | Q3 2019 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Ellsworth Advisors, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
MIZUHO MARKETS AMERICAS LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
IndexIQ Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
ELEMENT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2019 | Q3 2019 | 1 |
NORDEN GROUP LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Diametric Capital, LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2021 | Q4 2021 | 1 |
XTX MARKETS LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q4 2020 | Q4 2020 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Braun-Bostich & Associates Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Seacliff Capital, LLC | 1 | 1 | 2.68% | 2.68% | 2.68% | Q4 2018 | Q4 2018 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CHASE INVESTMENT COUNSEL CORP | 1 | 1 | 1.70% | 1.70% | 1.70% | Q3 2023 | Q3 2023 | 1 |
Coastline Trust Co | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Magnetar Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Lloyd Park, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2021 | Q4 2021 | 1 |
CTC Capital Management, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2022 | Q3 2022 | 1 |
BOULDER HILL CAPITAL MANAGEMENT LP | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2022 | Q4 2022 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
FSI GROUP, LLC | 1 | 1 | 2.50% | 2.50% | 2.50% | Q1 2019 | Q1 2019 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
BANK OF HAWAII | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Evercore Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
DFPG INVESTMENTS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Curi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ClariVest Asset Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Gladstone Institutional Advisory LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
PUTNAM INVESTMENTS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Virtus ETF Advisers LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2022 | Q2 2022 | 1 |
Cutler Group LLC / CA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Bollard Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Richard Bernstein Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Settian Capital LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Qsemble Capital Management, LP | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2022 | Q4 2022 | 1 |
CREDIT AGRICOLE S A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Caption Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
RATIONAL ADVISORS LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2020 | Q2 2020 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2023 | Q3 2023 | 1 |
Global Retirement Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Eisler Capital (UK) Ltd. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
TCF National Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q2 2020 | Q2 2020 | 1 |
Altshuler Shaham Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
Hartford Financial Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SEEYOND | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Bayesian Capital Management, LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cumberland Partners Ltd | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2023 | Q3 2023 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
AGF INVESTMENTS INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Van Hulzen Asset Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q1 2020 | 1 |
FOSTER DYKEMA CABOT & CO INC/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
LOEWS CORP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Axiom Investment Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2019 | Q1 2019 | 1 |
HOLLENCREST CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Wealthspire Advisors, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Quadrature Capital Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CNA FINANCIAL CORP | 1 | 1 | 2.89% | 2.89% | 2.89% | Q3 2023 | Q3 2023 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
HBK INVESTMENTS L P | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Kula Investments, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
Desjardins Global Asset Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Sequoia Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Renasant Bank | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2023 | Q3 2023 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
LORD, ABBETT & CO. LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
SouthState Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Dai-ichi Life Insurance Company, Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Mount Yale Investment Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Summit Global Investments | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
HAP Trading, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
WHALEROCK POINT PARTNERS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Centiva Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Vinva Investment Management Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
O'Neil Global Advisors, Inc. | 1 | 1 | 1.09% | 1.09% | 1.09% | Q1 2022 | Q1 2022 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
External links
This page lists all the filers that currently own ARES MANAGEMENT CORPORATION or have owned ARES MANAGEMENT CORPORATION in the past.