Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 86 |
Citadel Advisors | 41 | 41 | 0.00% | 0.00% | 0.03% | Q3 2013 | Q3 2023 | 74 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 43 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
CREDIT SUISSE AG/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ROYCE & ASSOCIATES LP | 42 | 42 | 0.10% | 0.24% | 0.46% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.08% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
HUNTINGTON NATIONAL BANK | 37 | 5 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BARCLAYS PLC | 35 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
AMERICAN INTERNATIONAL GROUP, INC. | 41 | 41 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 41 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 20 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
UBS ASSET MANAGEMENT AMERICAS INC | 39 | 2 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 41 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2023 | 41 |
Invesco Ltd. | 32 | 9 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
GOLDMAN SACHS GROUP INC | 40 | 40 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2023 | 40 |
Swiss National Bank | 40 | 40 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 40 |
HSBC HOLDINGS PLC | 38 | 1 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 40 |
BNP PARIBAS FINANCIAL MARKETS | 37 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 40 |
AMERIPRISE FINANCIAL INC | 30 | 10 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 40 |
NEW YORK STATE COMMON RETIREMENT FUND | 34 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 39 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 24 | 15 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 39 |
RAYMOND JAMES & ASSOCIATES | 38 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 39 |
BAMCO INC /NY/ | 39 | 39 | 0.00% | 0.10% | 0.47% | Q2 2013 | Q4 2022 | 39 |
ATLANTA CAPITAL MANAGEMENT CO L L C | 38 | 38 | 0.09% | 0.34% | 0.84% | Q2 2013 | Q3 2022 | 38 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 38 | 38 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 38 |
GUGGENHEIM CAPITAL LLC | 30 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2023 | 38 |
GW&K Investment Management, LLC | 38 | 38 | 0.00% | 0.16% | 0.44% | Q2 2014 | Q3 2023 | 38 |
JPMORGAN CHASE & CO | 27 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 38 |
STIFEL FINANCIAL CORP | 37 | 37 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 37 |
PNC FINANCIAL SERVICES GROUP, INC. | 25 | 12 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 37 |
DIMENSIONAL FUND ADVISORS LP | 37 | 37 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 37 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 37 | 37 | 0.40% | 1.04% | 2.52% | Q3 2014 | Q3 2023 | 37 |
REGIONS FINANCIAL CORP | 37 | 37 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q3 2023 | 37 |
SEI INVESTMENTS CO | 36 | 36 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 36 |
Renaissance Technologies | 18 | 6 | 0.00% | 0.03% | 0.10% | Q4 2013 | Q2 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 36 |
BERNZOTT CAPITAL ADVISORS | 35 | 35 | 1.93% | 2.99% | 5.15% | Q1 2015 | Q3 2023 | 35 |
MILLENNIUM MANAGEMENT LLC | 10 | 1 | 0.00% | 0.02% | 0.16% | Q4 2013 | Q3 2023 | 35 |
Legal & General Group Plc | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
NORGES BANK | 35 | 35 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q4 2022 | 35 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
GLENMEDE TRUST CO NA | 33 | 33 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 33 |
PRICE T ROWE ASSOCIATES INC /MD/ | 19 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 33 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 33 | 33 | 0.00% | 0.03% | 0.12% | Q2 2014 | Q2 2022 | 33 |
Walleye Trading LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 33 |
BROWN BROTHERS HARRIMAN & CO | 33 | 33 | 0.00% | 0.14% | 0.41% | Q3 2015 | Q3 2023 | 33 |
NISA INVESTMENT ADVISORS, LLC | 31 | 1 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 33 |
WASATCH ADVISORS LP | 19 | 5 | 0.01% | 0.16% | 0.38% | Q3 2013 | Q3 2023 | 32 |
FMR LLC | 16 | 4 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 32 |
TWO SIGMA ADVISERS, LP | 30 | 2 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2023 | 32 |
Fisher Asset Management, LLC | 32 | 32 | 0.03% | 0.06% | 0.12% | Q4 2015 | Q3 2023 | 32 |
Epoch Investment Partners, Inc. | 28 | 3 | 0.00% | 0.10% | 0.25% | Q4 2013 | Q3 2023 | 31 |
FEDERATED HERMES, INC. | 19 | 2 | 0.00% | 0.10% | 0.28% | Q2 2013 | Q3 2023 | 31 |
Neuberger Berman Group LLC | 31 | 31 | 0.02% | 0.06% | 0.09% | Q4 2015 | Q2 2023 | 31 |
HighTower Advisors, LLC | 28 | 3 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2023 | 31 |
GREATMARK INVESTMENT PARTNERS, INC. | 31 | 31 | 0.09% | 0.40% | 0.71% | Q1 2016 | Q3 2023 | 31 |
PEAK6 Investments LLC | 8 | 1 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2023 | 31 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 31 | 31 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2021 | 31 |
FIRST MERCANTILE TRUST CO | 27 | 3 | 0.02% | 0.04% | 0.09% | Q1 2014 | Q3 2021 | 30 |
BANK OF MONTREAL /CAN/ | 27 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 30 |
NATIXIS ADVISORS, L.P. | 15 | 15 | 0.00% | 0.02% | 0.06% | Q1 2015 | Q3 2023 | 30 |
Tower Research Capital LLC (TRC) | 14 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 30 |
PRINCIPAL FINANCIAL GROUP INC | 14 | 3 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 30 |
Cubist Systematic Strategies, LLC | 13 | 1 | 0.00% | 0.02% | 0.05% | Q2 2014 | Q3 2023 | 29 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 15 | 14 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q1 2023 | 29 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 29 |
SPROTT INC. | 29 | 29 | 0.11% | 0.88% | 2.14% | Q3 2016 | Q3 2023 | 29 |
People's United Financial, Inc. | 12 | 8 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q1 2022 | 29 |
Capital World Investors | 27 | 2 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2023 | 29 |
AMERICAN CENTURY COMPANIES INC | 12 | 3 | 0.00% | 0.00% | 0.03% | Q1 2015 | Q3 2023 | 28 |
First Horizon Advisors, Inc. | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 28 |
IRONWOOD INVESTMENT MANAGEMENT LLC | 28 | 28 | 0.28% | 0.40% | 0.64% | Q4 2016 | Q3 2023 | 28 |
Channing Capital Management, LLC | 28 | 28 | 0.27% | 1.75% | 2.71% | Q4 2016 | Q3 2023 | 28 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 28 | 28 | 0.05% | 0.10% | 0.18% | Q4 2014 | Q3 2021 | 28 |
SIGNATUREFD, LLC | 23 | 5 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 28 |
AQR Capital Management | 23 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 28 |
D. E. Shaw & Co., Inc. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2022 | 28 |
Allianz Asset Management GmbH | 20 | 1 | 0.00% | 0.02% | 0.06% | Q1 2014 | Q3 2023 | 28 |
VICTORY CAPITAL MANAGEMENT INC | 19 | 8 | 0.00% | 0.02% | 0.07% | Q1 2016 | Q3 2023 | 27 |
Russell Investments Group, Ltd. | 19 | 8 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 27 |
Ameritas Investment Partners, Inc. | 26 | 26 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 26 |
FIRST TRUST ADVISORS LP | 18 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 26 |
Boston Trust Walden Corp | 26 | 26 | 0.06% | 0.23% | 0.51% | Q2 2013 | Q3 2019 | 26 |
BLAIR WILLIAM & CO/IL | 16 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2022 | 26 |
STATE OF WISCONSIN INVESTMENT BOARD | 16 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 26 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 12 | 3 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 26 |
Lee Financial Co | 25 | 25 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2022 | 25 |
RIVER GLOBAL INVESTORS LLP | 20 | 5 | 0.16% | 0.75% | 5.32% | Q2 2013 | Q3 2023 | 25 |
Sapience Investments, LLC | 25 | 25 | 0.90% | 1.27% | 1.66% | Q4 2016 | Q4 2022 | 25 |
BALYASNY ASSET MANAGEMENT L.P. | 6 | 1 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q4 2022 | 25 |
JENNISON ASSOCIATES LLC | 14 | 1 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q4 2021 | 25 |
LOOMIS SAYLES & CO L P | 13 | 4 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q4 2021 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2019 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2019 | 24 |
SG Americas Securities, LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 24 |
Asset Management One Co., Ltd. | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
WESBANCO BANK INC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 24 |
ACADIAN ASSET MANAGEMENT LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q2 2022 | 24 |
OPPENHEIMER ASSET MANAGEMENT INC. | 24 | 24 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q4 2022 | 24 |
J.P. Morgan Private Wealth Advisors LLC | 12 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 23 |
STRS OHIO | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
CAPTRUST FINANCIAL ADVISORS | 16 | 7 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 23 |
MetLife Investment Management, LLC | 22 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 23 |
MGO ONE SEVEN LLC | 21 | 2 | 0.01% | 0.08% | 0.14% | Q4 2017 | Q3 2023 | 23 |
Man Group plc | 23 | 23 | 0.00% | 0.02% | 0.06% | Q1 2018 | Q3 2023 | 23 |
FDx Advisors, Inc. | 22 | 22 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2018 | 22 |
Brandywine Global Investment Management, LLC | 17 | 5 | 0.01% | 0.04% | 0.07% | Q1 2016 | Q4 2022 | 22 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 20 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 22 |
WOLVERINE TRADING, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2023 | 22 |
JANE STREET GROUP, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 22 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 17 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 22 |
Advisory Services Network, LLC | 13 | 2 | 0.00% | 0.02% | 0.09% | Q2 2016 | Q1 2023 | 22 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2019 | 22 |
ENTERPRISE FINANCIAL SERVICES CORP | 19 | 1 | 0.01% | 0.02% | 0.05% | Q3 2015 | Q2 2021 | 22 |
LAZARD ASSET MANAGEMENT LLC | 12 | 10 | 0.00% | 0.02% | 0.07% | Q3 2014 | Q4 2022 | 22 |
Aperio Group, LLC | 21 | 21 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2020 | 21 |
Nuveen Asset Management, LLC | 18 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2023 | 21 |
Clarkston Capital Partners, LLC | 21 | 21 | 0.78% | 2.01% | 3.22% | Q3 2018 | Q3 2023 | 21 |
GSA CAPITAL PARTNERS LLP | 5 | 1 | 0.01% | 0.06% | 0.20% | Q4 2013 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
PANAGORA ASSET MANAGEMENT INC | 12 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q1 2022 | 21 |
AMALGAMATED BANK | 14 | 3 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 20 |
Advisors Asset Management, Inc. | 9 | 5 | 0.00% | 0.05% | 0.15% | Q3 2015 | Q2 2023 | 20 |
Front Row Advisors LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2022 | 20 |
Holocene Advisors, LP | 12 | 8 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 20 |
SUNTRUST BANKS INC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2019 | 20 |
Legacy Capital Partners, Inc. | 20 | 20 | 0.58% | 0.94% | 1.36% | Q2 2017 | Q1 2022 | 20 |
BB&T SECURITIES, LLC | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2019 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
M&T BANK CORP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2022 | 19 |
Glassman Wealth Services | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
RAYMOND JAMES TRUST N.A. | 19 | 19 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Steward Partners Investment Advisory, LLC | 18 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 19 |
Rockefeller Capital Management L.P. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
QUADRANT CAPITAL GROUP LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 18 |
Quantbot Technologies LP | 8 | 1 | 0.00% | 0.02% | 0.09% | Q2 2014 | Q4 2021 | 18 |
Hillsdale Investment Management Inc. | 11 | 7 | 0.00% | 0.30% | 0.63% | Q1 2017 | Q4 2021 | 18 |
TRUIST FINANCIAL CORP | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2022 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
PRUDENTIAL FINANCIAL INC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 18 |
Mirae Asset Global Investments Co., Ltd. | 12 | 6 | 0.00% | 0.03% | 0.08% | Q3 2018 | Q3 2023 | 18 |
Squarepoint Ops LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 18 |
D.A. DAVIDSON & CO. | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 17 |
FULLER & THALER ASSET MANAGEMENT, INC. | 17 | 17 | 0.00% | 0.53% | 0.97% | Q4 2015 | Q4 2019 | 17 |
WELLINGTON MANAGEMENT GROUP LLP | 7 | 1 | 0.00% | 0.01% | 0.07% | Q4 2013 | Q3 2021 | 17 |
MACQUARIE GROUP LTD | 16 | 1 | 0.00% | 0.04% | 0.10% | Q4 2013 | Q1 2023 | 17 |
MERCER GLOBAL ADVISORS INC /ADV | 15 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 17 |
Engineers Gate Manager LP | 6 | 1 | 0.01% | 0.05% | 0.14% | Q1 2015 | Q3 2023 | 17 |
HOWE & RUSLING INC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 17 |
Keystone Financial Group | 15 | 2 | 0.07% | 0.14% | 0.23% | Q2 2019 | Q3 2023 | 17 |
LPL Financial LLC | 12 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 17 |
MEEDER ASSET MANAGEMENT INC | 14 | 1 | 0.00% | 0.02% | 0.06% | Q2 2017 | Q3 2022 | 17 |
State of New Jersey Common Pension Fund D | 17 | 17 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
OPTIMUM INVESTMENT ADVISORS | 16 | 16 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q4 2021 | 16 |
MENTA CAPITAL LLC | 9 | 1 | 0.09% | 0.23% | 0.40% | Q4 2014 | Q2 2019 | 16 |
Greenwich Investment Management, Inc. | 9 | 7 | 0.18% | 1.37% | 2.32% | Q4 2013 | Q1 2020 | 16 |
ProShare Advisors LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 15 |
TUDOR INVESTMENT CORP ET AL | 4 | 1 | 0.00% | 0.03% | 0.11% | Q4 2013 | Q1 2022 | 15 |
BOKF, NA | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q3 2018 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
Madison Asset Management, LLC | 14 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Cable Hill Partners, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2018 | 15 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q4 2021 | 15 |
BBVA USA Bancshares, Inc. | 15 | 15 | 0.01% | 0.03% | 0.05% | Q1 2015 | Q3 2018 | 15 |
DUPONT CAPITAL MANAGEMENT CORP | 13 | 2 | 0.01% | 0.01% | 0.04% | Q2 2018 | Q1 2022 | 15 |
ASSETMARK, INC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 15 |
Valeo Financial Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2021 | 15 |
NOMURA ASSET MANAGEMENT CO LTD | 8 | 7 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 15 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2022 | 15 |
NICHOLAS COMPANY, INC. | 15 | 15 | 0.08% | 0.23% | 0.34% | Q2 2013 | Q4 2016 | 15 |
Arizona State Retirement System | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
ALPS ADVISORS INC | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
PEAK6 Group LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 15 |
FIFTH THIRD BANCORP | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 15 |
GLOBEFLEX CAPITAL L P | 9 | 6 | 0.02% | 0.47% | 0.75% | Q2 2013 | Q1 2022 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2019 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
SIT INVESTMENT ASSOCIATES INC | 14 | 14 | 0.03% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
GABLES CAPITAL MANAGEMENT INC. | 11 | 3 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2020 | 14 |
JANUS HENDERSON INVESTORS US LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2016 | 14 |
WESTPAC BANKING CORP | 10 | 4 | 0.00% | 0.03% | 0.06% | Q1 2015 | Q1 2021 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2019 | 14 |
COMERICA BANK | 10 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 14 |
CREDIT AGRICOLE S A | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 14 |
DekaBank Deutsche Girozentrale | 6 | 4 | 0.00% | 0.06% | 0.22% | Q2 2013 | Q4 2021 | 14 |
Harvest Fund Management Co., Ltd | 14 | 14 | 0.01% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Vestcor Inc | 14 | 14 | 0.01% | 0.07% | 0.20% | Q2 2020 | Q3 2023 | 14 |
BRINKER CAPITAL INC | 14 | 14 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q2 2020 | 14 |
TimesSquare Capital Management, LLC | 14 | 14 | 0.25% | 0.30% | 0.34% | Q2 2014 | Q3 2017 | 14 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2021 | 14 |
Point72 Hong Kong Ltd | 4 | 1 | 0.00% | 0.02% | 0.04% | Q3 2014 | Q3 2022 | 14 |
Raymond James Financial Services Advisors, Inc. | 12 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 14 |
Forward Management, LLC | 13 | 13 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q2 2016 | 13 |
MSI Financial Services Inc | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2016 | 13 |
WBI INVESTMENTS, LLC | 5 | 1 | 0.01% | 0.06% | 0.11% | Q3 2017 | Q2 2022 | 13 |
PRIVATE TRUST CO NA | 7 | 6 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2023 | 13 |
CORNERCAP INVESTMENT COUNSEL INC | 13 | 13 | 0.10% | 0.14% | 0.20% | Q1 2018 | Q1 2021 | 13 |
Sigma Planning Corp | 13 | 13 | 0.01% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Archford Capital Strategies, LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2018 | 13 |
MARTINGALE ASSET MANAGEMENT L P | 8 | 2 | 0.00% | 0.02% | 0.08% | Q2 2014 | Q3 2023 | 13 |
Creative Planning | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 13 |
Johnson Financial Group, Inc. | 11 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2017 | 13 |
O'Shares Investment Advisers, LLC | 7 | 6 | 0.07% | 0.10% | 0.12% | Q4 2018 | Q1 2022 | 13 |
BALDWIN BROTHERS LLC/MA | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2023 | 13 |
THRIVENT FINANCIAL FOR LUTHERANS | 11 | 2 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 13 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 13 | 13 | 0.05% | 0.09% | 0.15% | Q2 2013 | Q2 2016 | 13 |
Global Thematic Partners, LLC | 13 | 13 | 0.57% | 0.94% | 1.21% | Q2 2014 | Q2 2017 | 13 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 7 | 1 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 13 |
State of Tennessee, Treasury Department | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 13 |
OAK ASSOCIATES LTD /OH/ | 12 | 12 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Curated Wealth Partners LLC | 12 | 12 | 0.07% | 0.11% | 0.17% | Q4 2020 | Q3 2023 | 12 |
Hall Kathryn A. | 12 | 12 | 3.81% | 7.66% | 10.99% | Q1 2018 | Q4 2020 | 12 |
APG Asset Management N.V. | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2023 | 12 |
FIRST QUADRANT LLC/CA | 8 | 4 | 0.00% | 0.00% | 0.04% | Q4 2015 | Q2 2019 | 12 |
Geneva Advisors, LLC | 12 | 12 | 0.02% | 0.75% | 1.27% | Q2 2013 | Q1 2016 | 12 |
HM PAYSON & CO | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 12 |
Proficio Capital Partners LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2019 | 12 |
COMMONWEALTH EQUITY SERVICES, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
EAGLE ASSET MANAGEMENT INC | 12 | 12 | 0.09% | 0.22% | 0.39% | Q2 2013 | Q1 2016 | 12 |
Alberta Investment Management Corp | 6 | 1 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q3 2020 | 12 |
Ausdal Financial Partners, Inc. | 7 | 1 | 0.03% | 0.05% | 0.11% | Q4 2015 | Q3 2023 | 12 |
CADENCE CAPITAL MANAGEMENT LLC | 8 | 4 | 0.01% | 0.04% | 0.11% | Q4 2013 | Q4 2016 | 12 |
Velanne Asset Management Ltd | 12 | 12 | 2.49% | 3.72% | 5.02% | Q4 2018 | Q3 2021 | 12 |
NewEdge Wealth, LLC | 12 | 12 | 0.05% | 0.08% | 0.16% | Q4 2020 | Q3 2023 | 12 |
TWO SIGMA INVESTMENTS, LP | 3 | 1 | 0.00% | 0.01% | 0.05% | Q4 2013 | Q3 2023 | 12 |
Geneos Wealth Management Inc. | 10 | 2 | 0.00% | 0.00% | 0.03% | Q4 2017 | Q3 2023 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 12 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 7 | 5 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q2 2023 | 12 |
LORD, ABBETT & CO. LLC | 8 | 1 | 0.00% | 0.10% | 0.20% | Q2 2013 | Q4 2019 | 12 |
Soltis Investment Advisors LLC | 11 | 11 | 0.21% | 0.51% | 0.76% | Q1 2021 | Q3 2023 | 11 |
KB FINANCIAL PARTNERS, LLC | 11 | 11 | 0.00% | 0.04% | 0.10% | Q1 2021 | Q3 2023 | 11 |
Stone Ridge Asset Management LLC | 11 | 11 | 0.04% | 0.06% | 0.08% | Q4 2017 | Q2 2020 | 11 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 6 | 2 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2022 | 11 |
SECOR Capital Advisors, LP | 4 | 2 | 0.04% | 0.36% | 0.75% | Q2 2014 | Q1 2019 | 11 |
Vestmark Advisory Solutions, Inc. | 11 | 11 | 0.06% | 0.09% | 0.14% | Q1 2021 | Q3 2023 | 11 |
Weather Gauge Advisory, LLC | 11 | 11 | 2.50% | 3.85% | 5.37% | Q4 2018 | Q2 2021 | 11 |
Ceredex Value Advisors LLC | 11 | 11 | 0.06% | 0.08% | 0.10% | Q1 2018 | Q3 2020 | 11 |
AMP Capital Investors Ltd | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2021 | 11 |
Burgundy Asset Management Ltd. | 11 | 11 | 0.01% | 0.44% | 0.56% | Q4 2015 | Q2 2018 | 11 |
FIRST HAWAIIAN BANK | 6 | 2 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 11 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.04% | 0.14% | 0.35% | Q4 2013 | Q4 2022 | 11 |
Carroll Financial Associates, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 11 |
Walleye Capital LLC | 2 | 1 | 0.00% | 0.04% | 0.20% | Q1 2019 | Q3 2023 | 11 |
FIRST MANHATTAN CO. LLC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2017 | 11 |
ZACKS INVESTMENT MANAGEMENT | 3 | 1 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q3 2023 | 10 |
Skandinaviska Enskilda Banken AB (publ) | 10 | 10 | 0.00% | 0.04% | 0.13% | Q2 2019 | Q3 2021 | 10 |
BOSTON ADVISORS LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2019 | 10 |
Parkside Financial Bank & Trust | 8 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Janney Montgomery Scott LLC | 8 | 2 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q2 2022 | 10 |
CURIAN CAPITAL LLC | 10 | 10 | 0.12% | 0.19% | 0.22% | Q2 2013 | Q3 2015 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
QS Investors, LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q2 2021 | 10 |
MACKENZIE FINANCIAL CORP | 8 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2020 | 10 |
Fidelity National Financial, Inc. | 10 | 10 | 0.16% | 0.43% | 0.76% | Q2 2021 | Q3 2023 | 10 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 5 | 1 | 0.00% | 0.05% | 0.18% | Q4 2013 | Q2 2022 | 10 |
Bowling Portfolio Management LLC | 9 | 1 | 0.07% | 0.19% | 0.26% | Q3 2017 | Q3 2020 | 10 |
PECAUT & CO. | 10 | 10 | 0.18% | 0.47% | 0.91% | Q1 2017 | Q2 2019 | 10 |
AHL Partners LLP | 6 | 4 | 0.03% | 0.16% | 0.27% | Q3 2014 | Q4 2017 | 10 |
Parallel Advisors, LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
ClariVest Asset Management LLC | 7 | 1 | 0.01% | 0.09% | 0.23% | Q4 2017 | Q3 2023 | 10 |
C M BIDWELL & ASSOCIATES LTD | 5 | 1 | 0.02% | 0.08% | 0.14% | Q4 2013 | Q2 2023 | 10 |
Versor Investments LP | 6 | 4 | 0.01% | 0.04% | 0.12% | Q1 2021 | Q3 2023 | 10 |
Hennion & Walsh Asset Management, Inc. | 10 | 10 | 0.01% | 0.05% | 0.10% | Q2 2021 | Q3 2023 | 10 |
PUTNAM INVESTMENTS LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2018 | 10 |
MOODY ALDRICH PARTNERS LLC | 10 | 10 | 0.12% | 0.25% | 0.38% | Q1 2021 | Q2 2023 | 10 |
MCMORGAN & CO LLC | 10 | 10 | 0.16% | 0.29% | 0.40% | Q2 2021 | Q3 2023 | 10 |
BESSEMER GROUP INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 10 |
Heron Bay Capital Management | 10 | 10 | 0.47% | 0.73% | 1.22% | Q2 2021 | Q3 2023 | 10 |
Robeco Institutional Asset Management B.V. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2021 | 10 |
BNP Paribas Asset Management Holding S.A. | 10 | 10 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Richard P Slaughter Associates Inc | 10 | 10 | 0.43% | 0.58% | 0.73% | Q3 2021 | Q4 2023 | 10 |
CRAWFORD INVESTMENT COUNSEL INC | 10 | 10 | 0.30% | 0.35% | 0.43% | Q2 2021 | Q3 2023 | 10 |
CITY HOLDING CO | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 10 |
LSV ASSET MANAGEMENT | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 10 |
SYNOVUS FINANCIAL CORP | 10 | 10 | 0.00% | 0.01% | 0.06% | Q1 2018 | Q2 2020 | 10 |
Lingohr Asset Management GmbH | 4 | 2 | 0.55% | 0.94% | 1.22% | Q2 2018 | Q4 2021 | 10 |
IBM Retirement Fund | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2015 | 9 |
Inspire Investing, LLC | 7 | 1 | 0.02% | 0.13% | 0.22% | Q4 2017 | Q2 2022 | 9 |
Sterling Capital Management LLC | 4 | 1 | 0.00% | 0.02% | 0.03% | Q4 2013 | Q1 2018 | 9 |
CoreFirst Bank & Trust | 9 | 9 | 0.01% | 0.06% | 0.10% | Q3 2021 | Q3 2023 | 9 |
Cutler Group LLC / CA | 6 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2017 | 9 |
Lokken Investment Group LLC | 8 | 1 | 0.28% | 0.41% | 0.50% | Q1 2012 | Q3 2022 | 9 |
AdvisorNet Financial, Inc | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2023 | 9 |
Belpointe Asset Management LLC | 6 | 3 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2023 | 9 |
Connor, Clark & Lunn Investment Management Ltd. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 9 |
Penserra Capital Management LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2021 | 9 |
FinTrust Capital Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2022 | 9 |
Nationwide Fund Advisors | 5 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 9 |
HEARTLAND ADVISORS INC | 7 | 2 | 0.12% | 0.49% | 0.70% | Q4 2019 | Q3 2023 | 9 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 9 |
MARSHALL WACE, LLP | 4 | 1 | 0.00% | 0.07% | 0.21% | Q4 2018 | Q2 2023 | 9 |
OXFORD ASSET MANAGEMENT LLP | 5 | 4 | 0.01% | 0.03% | 0.12% | Q1 2017 | Q4 2019 | 9 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 9 | 9 | 0.46% | 0.64% | 0.82% | Q1 2015 | Q1 2017 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2015 | 9 |
JANUS HENDERSON GROUP PLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Phocas Financial Corp. | 6 | 3 | 0.22% | 0.41% | 0.73% | Q4 2015 | Q3 2023 | 9 |
FRANKLIN RESOURCES INC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 9 |
Guinness Asset Management LTD | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Measured Wealth Private Client Group, LLC | 3 | 2 | 0.09% | 0.24% | 0.52% | Q2 2018 | Q3 2023 | 9 |
LUCUS ADVISORS LLC | 5 | 1 | 0.21% | 0.33% | 0.49% | Q4 2014 | Q1 2018 | 9 |
Utah Retirement Systems | 7 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q1 2017 | 9 |
Aptus Capital Advisors, LLC | 7 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 9 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 8 | 1 | 0.05% | 0.22% | 0.31% | Q1 2020 | Q3 2023 | 9 |
FineMark National Bank & Trust | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2015 | 9 |
Manchester Capital Management LLC | 7 | 2 | 0.00% | 0.04% | 0.06% | Q2 2013 | Q4 2015 | 9 |
WADDELL & REED FINANCIAL INC | 7 | 2 | 0.00% | 0.04% | 0.18% | Q4 2014 | Q1 2021 | 9 |
MERITAGE PORTFOLIO MANAGEMENT | 6 | 3 | 0.13% | 0.18% | 0.24% | Q2 2021 | Q3 2023 | 9 |
STEVENS CAPITAL MANAGEMENT LP | 7 | 2 | 0.01% | 0.02% | 0.05% | Q4 2014 | Q2 2017 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 9 |
TCI Wealth Advisors, Inc. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2023 | 9 |
TDAM USA INC. | 9 | 9 | 0.03% | 0.04% | 0.07% | Q4 2016 | Q4 2018 | 9 |
Brinker Capital Investments, LLC | 7 | 2 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q4 2022 | 9 |
Point72 Asset Management, L.P. | 3 | 1 | 0.00% | 0.02% | 0.18% | Q2 2014 | Q2 2023 | 9 |
Yorktown Management & Research Co Inc | 7 | 2 | 0.04% | 0.29% | 0.42% | Q2 2014 | Q4 2021 | 9 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 8 | 1 | 0.00% | 0.02% | 0.02% | Q4 2017 | Q3 2021 | 9 |
WHITTIER TRUST CO OF NEVADA INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
OppenheimerFunds, Inc. | 6 | 3 | 0.01% | 0.02% | 0.04% | Q1 2013 | Q1 2017 | 9 |
Smithfield Trust Co | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 9 |
Par Capital Management | 9 | 9 | 0.09% | 0.32% | 0.51% | Q1 2014 | Q1 2016 | 9 |
Global X Management CO LLC | 9 | 9 | 0.15% | 0.27% | 0.35% | Q2 2016 | Q2 2018 | 9 |
CI INVESTMENTS INC. | 8 | 1 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q4 2021 | 9 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 5 | 3 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2021 | 8 |
Operose Advisors LLC | 8 | 8 | 0.70% | 0.91% | 1.10% | Q4 2021 | Q3 2023 | 8 |
SMITH ASSET MANAGEMENT GROUP LP | 8 | 8 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q2 2021 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
AFFINITY INVESTMENT ADVISORS, LLC | 6 | 2 | 0.31% | 0.38% | 0.42% | Q3 2020 | Q3 2023 | 8 |
GROUP ONE TRADING, L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 8 |
Quantitative Systematic Strategies LLC | 4 | 1 | 0.06% | 0.27% | 0.66% | Q1 2015 | Q4 2020 | 8 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 7 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 8 |
Sandy Spring Bank | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2022 | 8 |
American Portfolios Advisors | 7 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2022 | 8 |
Hendershot Investments Inc. | 8 | 8 | 0.06% | 0.17% | 0.40% | Q4 2021 | Q3 2023 | 8 |
Allworth Financial LP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
WHITTIER TRUST CO | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 8 |
TD ASSET MANAGEMENT INC | 8 | 8 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q4 2022 | 8 |
IndexIQ Advisors LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q4 2021 | 8 |
B. Riley Wealth Advisors, Inc. | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Avior Wealth Management, LLC | 5 | 3 | 0.00% | 0.05% | 0.10% | Q4 2017 | Q3 2023 | 8 |
FIRST COMMUNITY TRUST NA | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
FIL Ltd | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
VALLEY NATIONAL ADVISERS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Assenagon Asset Management S.A. | 4 | 1 | 0.00% | 0.03% | 0.09% | Q4 2018 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
DENVER INVESTMENT ADVISORS LLC | 8 | 8 | 0.55% | 0.82% | 0.96% | Q2 2016 | Q1 2018 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 5 | 3 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q2 2017 | 8 |
Cetera Investment Advisers | 6 | 2 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 8 |
GAM Holding AG | 8 | 8 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q3 2019 | 8 |
WOLFF WIESE MAGANA LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2022 | 8 |
TIVERTON ASSET MANAGEMENT LLC | 8 | 8 | 0.14% | 0.24% | 0.32% | Q4 2014 | Q3 2016 | 8 |
Quantum Private Wealth, LLC | 8 | 8 | 0.10% | 0.14% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Marshall Wace North America L.P. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q4 2020 | 8 |
Twelve Points Wealth Management LLC | 8 | 8 | 0.39% | 0.91% | 1.24% | Q4 2021 | Q3 2023 | 8 |
CAPITAL FUND MANAGEMENT S.A. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q2 2023 | 8 |
FOX RUN MANAGEMENT, L.L.C. | 3 | 1 | 0.07% | 0.22% | 0.53% | Q1 2017 | Q1 2023 | 8 |
Grantham, Mayo, Van Otterloo & Co. LLC | 6 | 2 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q4 2020 | 8 |
LOGAN CAPITAL MANAGEMENT INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Savior LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 7 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.02% | 0.03% | Q2 2017 | Q1 2023 | 7 |
MALTESE CAPITAL MANAGEMENT LLC | 5 | 1 | 0.00% | 0.40% | 1.04% | Q1 2019 | Q2 2021 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 7 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
AlphaOne Investment Services, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2019 | 7 |
Vident Investment Advisory, LLC | 6 | 1 | 0.04% | 0.10% | 0.15% | Q3 2017 | Q2 2023 | 7 |
Wagner Wealth Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2022 | 7 |
NumerixS Investment Technologies Inc | 2 | 1 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q2 2020 | 7 |
Xact Kapitalforvaltning AB | 4 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2019 | 7 |
Cranbrook Wealth Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Boston Partners | 7 | 7 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q3 2022 | 7 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 7 |
Mitsubishi UFJ Trust & Banking Corp | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
Kingsview Wealth Management, LLC | 4 | 3 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q1 2023 | 7 |
Column Capital Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2022 | 7 |
Berman Capital Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q1 2021 | 7 |
Jackson Creek Investment Advisors LLC | 5 | 2 | 0.34% | 0.41% | 0.48% | Q3 2020 | Q2 2023 | 7 |
A.R.T. Advisors, LLC | 3 | 1 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2018 | 7 |
OPPENHEIMER & CO INC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q1 2022 | 7 |
DUALITY ADVISERS, LP | 2 | 1 | 0.02% | 0.04% | 0.10% | Q4 2020 | Q3 2023 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 7 |
Rehmann Capital Advisory Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
Fieldpoint Private Securities, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2022 | 6 |
SALEM INVESTMENT COUNSELORS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 6 |
Parallax Volatility Advisers, L.P. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2018 | 6 |
Goelzer Investment Management, Inc. | 6 | 6 | 0.11% | 0.14% | 0.16% | Q1 2021 | Q2 2022 | 6 |
MASON STREET ADVISORS, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 6 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2019 | 6 |
Drake & Associates, LLC | 6 | 6 | 0.12% | 0.17% | 0.22% | Q2 2022 | Q3 2023 | 6 |
Hexagon Capital Partners LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
BBR PARTNERS, LLC | 6 | 6 | 0.12% | 0.15% | 0.21% | Q1 2014 | Q2 2015 | 6 |
SkyView Investment Advisors, LLC | 6 | 6 | 0.00% | 0.04% | 0.08% | Q4 2020 | Q1 2022 | 6 |
Rise Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Paloma Partners Management Co | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q2 2021 | 6 |
Annex Advisory Services, LLC | 6 | 6 | 0.07% | 0.24% | 0.38% | Q3 2021 | Q4 2022 | 6 |
CAXTON ASSOCIATES LP | 3 | 1 | 0.02% | 0.05% | 0.08% | Q1 2021 | Q1 2023 | 6 |
NEXT Financial Group, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
Dana Investment Advisors, Inc. | 6 | 6 | 0.09% | 0.11% | 0.13% | Q2 2022 | Q3 2023 | 6 |
NAVELLIER & ASSOCIATES INC | 6 | 6 | 0.10% | 0.12% | 0.12% | Q4 2020 | Q1 2022 | 6 |
DGS Capital Management, LLC | 6 | 6 | 0.18% | 0.25% | 0.41% | Q4 2021 | Q1 2023 | 6 |
Jupiter Investment Management Ltd | 4 | 2 | 0.00% | 0.03% | 0.11% | Q3 2017 | Q2 2020 | 6 |
Private Advisor Group, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 6 |
Raleigh Capital Management Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Aviance Capital Partners, LLC | 6 | 6 | 0.29% | 0.35% | 0.40% | Q2 2022 | Q3 2023 | 6 |
BlackRock Japan Co. Ltd | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.02% | 0.13% | 0.39% | Q3 2013 | Q3 2018 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
WINTON GROUP Ltd | 2 | 1 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 6 |
Patriot Financial Group Insurance Agency, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2022 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Montecito Bank & Trust | 6 | 6 | 0.11% | 0.14% | 0.17% | Q4 2020 | Q1 2022 | 6 |
ADVISORY RESEARCH INC | 3 | 3 | 0.02% | 0.19% | 0.51% | Q3 2017 | Q2 2021 | 6 |
SeaCrest Wealth Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2022 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
FAYEZ SAROFIM & CO | 6 | 6 | 0.03% | 0.06% | 0.09% | Q2 2021 | Q3 2022 | 6 |
Financial Gravity Asset Management, Inc. | 3 | 1 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q4 2022 | 6 |
One Wealth Advisors, LLC | 4 | 1 | 0.01% | 0.05% | 0.08% | Q4 2017 | Q4 2022 | 6 |
MML INVESTORS SERVICES, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q4 2021 | 6 |
Fiera Capital Corp | 6 | 6 | 0.03% | 0.04% | 0.05% | Q4 2016 | Q1 2018 | 6 |
NN Investment Partners Holdings N.V. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Trexquant Investment LP | 1 | 1 | 0.02% | 0.05% | 0.07% | Q3 2015 | Q1 2021 | 5 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Bramshill Investments, LLC | 2 | 1 | 0.05% | 0.43% | 0.76% | Q2 2017 | Q2 2021 | 5 |
Zions Bancorporation | 5 | 5 | 0.01% | 0.01% | 0.03% | Q3 2017 | Q3 2018 | 5 |
Ziegler Capital Management, LLC | 5 | 5 | 0.02% | 0.04% | 0.05% | Q1 2020 | Q1 2021 | 5 |
Global Retirement Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Cambridge Investment Research Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
IBEX WEALTH ADVISORS | 3 | 1 | 0.00% | 0.78% | 1.32% | Q4 2016 | Q3 2023 | 5 |
DEERE & CO | 4 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2014 | 5 |
Crescent Grove Advisors, LLC | 5 | 5 | 0.06% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Jefferies Group LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2021 | 5 |
Legend Financial Advisors, Inc. | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Integrated Investment Consultants, LLC | 3 | 2 | 0.06% | 0.08% | 0.11% | Q2 2021 | Q3 2023 | 5 |
CLINTON GROUP INC | 5 | 5 | 0.05% | 0.06% | 0.09% | Q1 2016 | Q1 2017 | 5 |
Orion Portfolio Solutions, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Baird Financial Group, Inc. | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 5 |
Alyeska Investment Group, L.P. | 3 | 2 | 0.09% | 0.29% | 0.46% | Q4 2013 | Q1 2021 | 5 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 5 |
CACTI ASSET MANAGEMENT LLC | 5 | 5 | 0.02% | 0.07% | 0.10% | Q1 2016 | Q1 2017 | 5 |
TRUSTCORE FINANCIAL SERVICES, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Teton Advisors, Inc. | 5 | 5 | 0.23% | 0.27% | 0.30% | Q2 2013 | Q2 2014 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.31% | 0.36% | 0.43% | Q3 2022 | Q3 2023 | 5 |
Virtu KCG Holdings LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2017 | 5 |
MACKAY SHIELDS LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q1 2021 | 5 |
BAIRD ROBERT W & CO INC /WI/ | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2015 | 5 |
IronBridge Private Wealth, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Jacobus Wealth Management, Inc. | 5 | 5 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q2 2014 | 5 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q2 2017 | 5 |
Laurel Grove Capital, LLC | 5 | 5 | 0.13% | 0.36% | 0.73% | Q2 2014 | Q2 2015 | 5 |
ISTHMUS PARTNERS, LLC | 5 | 5 | 0.14% | 0.26% | 0.32% | Q3 2022 | Q3 2023 | 5 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 4 | 1 | 0.03% | 0.04% | 0.08% | Q4 2016 | Q1 2019 | 5 |
Schonfeld Strategic Advisors LLC | 3 | 2 | 0.01% | 0.12% | 0.32% | Q4 2019 | Q4 2022 | 5 |
Samalin Investment Counsel, LLC | 4 | 1 | 0.11% | 0.18% | 0.24% | Q1 2022 | Q2 2023 | 5 |
ZEVIN ASSET MANAGEMENT LLC | 4 | 1 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q4 2022 | 5 |
Acrospire Investment Management LLC | 4 | 1 | 0.03% | 0.04% | 0.04% | Q1 2016 | Q2 2017 | 5 |
AlphaCrest Capital Management LLC | 2 | 1 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q3 2022 | 5 |
Versant Capital Management, Inc | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2023 | 5 |
Integrated Advisors Network LLC | 3 | 2 | 0.01% | 0.10% | 0.23% | Q3 2021 | Q3 2023 | 5 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 5 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q3 2022 | 5 |
VNBTrust, National Association | 5 | 5 | 0.27% | 0.38% | 0.61% | Q4 2016 | Q4 2017 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
MONTAG A & ASSOCIATES INC | 3 | 2 | 0.04% | 0.11% | 0.28% | Q1 2015 | Q4 2017 | 5 |
RDA Financial Network | 4 | 1 | 0.11% | 0.13% | 0.14% | Q2 2022 | Q3 2023 | 5 |
Lebenthal Holdings,LLC | 5 | 5 | 0.29% | 0.46% | 0.57% | Q1 2015 | Q1 2016 | 5 |
HANSEATIC MANAGEMENT SERVICES INC | 3 | 2 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q3 2018 | 5 |
Voya Financial Advisors, Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2018 | 5 |
Inspire Advisors, LLC | 3 | 1 | 0.08% | 0.13% | 0.17% | Q4 2020 | Q1 2023 | 5 |
SHAPIRO ROBERT N | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2014 | 4 |
ARGA Investment Management, LP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
GAM SYSTEMATIC LLP | 2 | 1 | 0.11% | 0.16% | 0.19% | Q2 2016 | Q3 2017 | 4 |
Realta Investment Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
TRUEWEALTH LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
WESPAC Advisors, LLC | 4 | 4 | 0.17% | 0.66% | 0.86% | Q3 2021 | Q2 2022 | 4 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.35% | 0.67% | 0.99% | Q2 2013 | Q4 2015 | 4 |
MILLER VALUE PARTNERS, LLC | 4 | 4 | 0.10% | 0.11% | 0.13% | Q2 2022 | Q1 2023 | 4 |
TEALWOOD ASSET MANAGEMENT INC | 2 | 2 | 0.48% | 0.55% | 0.65% | Q4 2020 | Q4 2021 | 4 |
AXA S.A. | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
State of Wyoming | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Freedom Investment Management, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 4 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
Stux Capital Management, LLC | 4 | 4 | 0.07% | 0.31% | 0.57% | Q3 2013 | Q2 2014 | 4 |
Artemis Investment Management LLP | 4 | 4 | 0.01% | 0.11% | 0.17% | Q2 2020 | Q1 2021 | 4 |
NewSquare Capital LLC | 4 | 4 | 0.07% | 0.07% | 0.08% | Q4 2020 | Q3 2021 | 4 |
Origin Asset Management LLP | 4 | 4 | 0.18% | 0.21% | 0.22% | Q3 2020 | Q2 2021 | 4 |
MOSAIC FAMILY WEALTH PARTNERS, LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
RENAISSANCE GROUP LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q1 2021 | Q4 2021 | 4 |
Human Investing LLC | 4 | 4 | 0.00% | 0.07% | 0.27% | Q2 2019 | Q1 2020 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
STEPHENS INC /AR/ | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2015 | Q4 2015 | 4 |
MAZAMA CAPITAL MANAGEMENT INC | 4 | 4 | 0.01% | 0.33% | 0.75% | Q2 2013 | Q1 2014 | 4 |
Atria Investments, Inc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Jacobi Capital Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 4 | 4 | 0.03% | 0.04% | 0.08% | Q4 2017 | Q3 2018 | 4 |
Marshall Financial Group LLC | 4 | 4 | 0.54% | 0.67% | 0.81% | Q4 2020 | Q3 2021 | 4 |
IFG Advisory, LLC | 1 | 1 | 0.02% | 0.04% | 0.05% | Q1 2018 | Q3 2023 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Cetera Advisor Networks LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 4 |
DREMAN VALUE MANAGEMENT, L L C | 4 | 4 | 0.09% | 0.17% | 0.23% | Q2 2017 | Q1 2018 | 4 |
Olympiad Research LP | 3 | 1 | 0.19% | 0.29% | 0.45% | Q4 2019 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Graham Capital Management, L.P. | 3 | 1 | 0.02% | 0.03% | 0.05% | Q3 2022 | Q3 2023 | 4 |
OMERS ADMINISTRATION Corp | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q3 2016 | 4 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
Arden Trust Co | 4 | 4 | 0.05% | 0.11% | 0.16% | Q1 2023 | Q4 2023 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.01% | 0.21% | 0.75% | Q4 2020 | Q3 2021 | 4 |
BDO Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 1 | 0.04% | 0.07% | 0.10% | Q2 2021 | Q3 2023 | 4 |
NATIONAL BANK OF CANADA /FI/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Silchester International Investors LLP | 4 | 4 | 0.04% | 0.10% | 0.20% | Q4 2017 | Q3 2018 | 4 |
Interval Partners, LP | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q3 2021 | 4 |
First Personal Financial Services | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
SEGALL BRYANT & HAMILL, LLC | 3 | 1 | 0.01% | 0.11% | 0.16% | Q2 2018 | Q1 2021 | 4 |
JUPITER ASSET MANAGEMENT LTD | 4 | 4 | 0.16% | 0.18% | 0.19% | Q3 2020 | Q2 2021 | 4 |
PICTET ASSET MANAGEMENT SA | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 4 |
Capital International Investors | 4 | 4 | 0.02% | 0.05% | 0.07% | Q3 2015 | Q2 2016 | 4 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 1 | 1 | 0.02% | 0.24% | 0.77% | Q3 2014 | Q3 2020 | 4 |
Chicago Partners Investment Group LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 4 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q3 2021 | 4 |
JUNCTURE WEALTH STRATEGIES, LLC | 4 | 4 | 0.21% | 0.26% | 0.29% | Q1 2023 | Q4 2023 | 4 |
Ensign Peak Advisors, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CIBC WORLD MARKET INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
HIGH POINT BANK & TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 4 |
ALPHA WINDWARD LLC | 2 | 1 | 0.26% | 0.29% | 0.32% | Q2 2016 | Q1 2020 | 4 |
DSM CAPITAL PARTNERS LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q3 2014 | 4 |
USA FINANCIAL FORMULAS | 2 | 1 | 0.03% | 0.07% | 0.09% | Q1 2018 | Q3 2020 | 4 |
Cerity Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 4 |
Diversified Trust Co | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q1 2021 | 4 |
Assured Investment Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2019 | 4 |
Ironwood Investment Counsel, LLC | 3 | 1 | 0.06% | 0.10% | 0.15% | Q4 2018 | Q2 2023 | 4 |
Placemark Investments, Inc. | 2 | 1 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q4 2014 | 3 |
Sound Income Strategies, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
KINGS POINT CAPITAL MANAGEMENT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Kestra Advisory Services, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 3 |
ZEKE CAPITAL ADVISORS, LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q3 2018 | Q2 2019 | 3 |
DECADE CAPITAL MANAGEMENT LLC | 3 | 3 | 0.03% | 0.10% | 0.15% | Q4 2013 | Q2 2014 | 3 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
American Financial Network Advisory Services LLC | 3 | 3 | 0.14% | 0.15% | 0.16% | Q1 2018 | Q3 2018 | 3 |
Bay Rivers Group | 3 | 3 | 0.96% | 1.15% | 1.30% | Q2 2021 | Q4 2021 | 3 |
Curi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Hutchin Hill Capital, LP | 2 | 1 | 0.06% | 0.07% | 0.09% | Q2 2014 | Q1 2015 | 3 |
ZEVENBERGEN CAPITAL INVESTMENTS LLC | 3 | 3 | 0.96% | 1.20% | 1.37% | Q1 2014 | Q3 2014 | 3 |
Perkins Investment Management, LLC | 2 | 1 | 0.08% | 0.09% | 0.10% | Q2 2014 | Q1 2015 | 3 |
Verition Fund Management LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2022 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Caprock Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Virtus Fund Advisers, LLC | 3 | 3 | 0.06% | 0.08% | 0.09% | Q2 2017 | Q4 2017 | 3 |
361 CAPITAL LLC | 2 | 1 | 0.35% | 0.45% | 0.51% | Q4 2017 | Q3 2019 | 3 |
Magnetar Financial LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q2 2021 | 3 |
ALGERT GLOBAL LLC | 3 | 3 | 0.07% | 0.15% | 0.29% | Q3 2021 | Q1 2022 | 3 |
Lake Point Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 2 | 1 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 3 |
XTX Topco Ltd | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
SAWGRASS ASSET MANAGEMENT LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2021 | 3 |
Winfield Associates, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
RAMSEY QUANTITATIVE SYSTEMS | 3 | 3 | 0.24% | 0.29% | 0.32% | Q2 2018 | Q4 2018 | 3 |
Regal Investment Advisors LLC | 3 | 3 | 0.19% | 0.21% | 0.24% | Q1 2023 | Q3 2023 | 3 |
1st Global Advisors, Inc. | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2014 | Q2 2015 | 3 |
Ellsworth Advisors, LLC | 3 | 3 | 0.21% | 0.23% | 0.26% | Q1 2021 | Q3 2021 | 3 |
Gotham Asset Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
FNY Managed Accounts LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2018 | 3 |
ADVANCE CAPITAL I INC | 2 | 1 | 0.30% | 0.43% | 0.50% | Q4 2014 | Q4 2015 | 3 |
Vanguard Personalized Indexing Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Uniplan Investment Counsel, Inc. | 3 | 3 | 0.40% | 0.52% | 0.67% | Q2 2015 | Q4 2015 | 3 |
300 NORTH CAPITAL, LLC | 3 | 3 | 0.08% | 0.10% | 0.11% | Q4 2013 | Q2 2014 | 3 |
Virtue Capital Management, LLC | 3 | 3 | 0.45% | 0.65% | 0.84% | Q1 2018 | Q3 2018 | 3 |
Philadelphia Financial Management of San Francisco, LLC | 2 | 1 | 1.46% | 2.31% | 3.46% | Q1 2015 | Q3 2019 | 3 |
Prime Capital Investment Advisors, LLC | 3 | 3 | 0.10% | 0.13% | 0.17% | Q1 2021 | Q3 2021 | 3 |
Standard Family Office LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2021 | 3 |
PARK AVENUE SECURITIES LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2021 | 3 |
JONES FINANCIAL COMPANIES LLLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2022 | 3 |
TCW GROUP INC | 3 | 3 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q4 2013 | 3 |
Neo Ivy Capital Management | 1 | 1 | 0.01% | 0.10% | 0.24% | Q2 2021 | Q3 2023 | 3 |
WEALTHSOURCE PARTNERS, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Provident Investment Management, Inc. | 3 | 3 | 0.04% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
PICTET ASSET MANAGEMENT LTD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Mount Yale Investment Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2018 | 3 |
ADVISOR PARTNERS II, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
EMERALD MUTUAL FUND ADVISERS TRUST | 3 | 3 | 0.05% | 0.06% | 0.06% | Q4 2013 | Q2 2014 | 3 |
1834 INVESTMENT ADVISORS CO | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
MAVERICK CAPITAL LTD | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2020 | 3 |
Hudson Bay Capital Management LP | 3 | 3 | 0.04% | 0.08% | 0.10% | Q2 2020 | Q4 2020 | 3 |
DIAMOND HILL CAPITAL MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2020 | 3 |
CANADA PENSION PLAN INVESTMENT BOARD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 3 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 3 |
Quad-Cities Investment Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
CHICAGO EQUITY PARTNERS LLC | 3 | 3 | 0.02% | 0.04% | 0.06% | Q2 2017 | Q4 2017 | 3 |
Gupta Wealth Management LLC | 3 | 3 | 0.00% | 0.02% | 0.05% | Q1 2015 | Q3 2015 | 3 |
PDT Partners, LLC | 2 | 1 | 0.02% | 0.07% | 0.15% | Q1 2014 | Q1 2023 | 3 |
BlueMar Capital Management, LLC | 2 | 1 | 1.25% | 3.86% | 7.30% | Q4 2013 | Q1 2016 | 3 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 3 |
NORDEA INVESTMENT MANAGEMENT AB | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q1 2017 | 3 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 3 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2022 | 2 |
CANTOR FITZGERALD, L. P. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Zions Bancorporation, N.A. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2019 | 2 |
IAG Wealth Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2022 | 2 |
Moran Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Penn Mutual Asset Management, LLC | 2 | 2 | 1.44% | 1.51% | 1.58% | Q4 2022 | Q1 2023 | 2 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2021 | 2 |
Convergence Investment Partners, LLC | 2 | 2 | 0.12% | 0.23% | 0.35% | Q3 2020 | Q4 2020 | 2 |
Sciencast Management LP | 1 | 1 | 0.10% | 0.16% | 0.22% | Q1 2019 | Q2 2023 | 2 |
Redwood Wealth Management Group, LLC | 2 | 2 | 0.26% | 0.26% | 0.26% | Q2 2023 | Q3 2023 | 2 |
Wakefield Asset Management LLLP | 2 | 2 | 0.21% | 0.23% | 0.25% | Q2 2019 | Q3 2019 | 2 |
TLP GROUP LLC | 1 | 1 | 0.01% | 0.08% | 0.16% | Q2 2016 | Q4 2016 | 2 |
Checchi Capital Advisers, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
NATIXIS | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2020 | 2 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q1 2019 | 2 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Kaizen Advisory, LLC | 2 | 2 | 0.41% | 0.48% | 0.54% | Q3 2018 | Q4 2018 | 2 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 2 |
Bristlecone Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q4 2019 | 2 |
Princeton Alpha Management LP | 1 | 1 | 0.04% | 0.07% | 0.09% | Q4 2014 | Q3 2015 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Baker Avenue Asset Management, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
KOCH INDUSTRIES INC | 2 | 2 | 0.04% | 0.06% | 0.08% | Q4 2017 | Q1 2018 | 2 |
Cipher Capital LP | 2 | 2 | 0.02% | 0.05% | 0.07% | Q1 2019 | Q2 2019 | 2 |
Westover Capital Advisors, LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q1 2021 | Q2 2021 | 2 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q3 2014 | 2 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2022 | 2 |
TFS CAPITAL LLC | 1 | 1 | 0.02% | 0.07% | 0.12% | Q2 2013 | Q2 2015 | 2 |
PineBridge Investments, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2017 | 2 |
HARTFORD INVESTMENT MANAGEMENT CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Clearview Wealth Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Lebenthal Global Advisors, LLC | 2 | 2 | 0.18% | 0.21% | 0.24% | Q4 2020 | Q1 2021 | 2 |
Arlington Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Morse Asset Management, Inc | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Crosspoint Capital Strategies, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q3 2015 | 2 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 2 | 2 | 0.04% | 0.11% | 0.17% | Q2 2013 | Q3 2013 | 2 |
FIRST FOUNDATION ADVISORS | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2014 | Q3 2014 | 2 |
TURNER INVESTMENTS LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q1 2014 | Q2 2014 | 2 |
Aurora Investment Counsel | 2 | 2 | 1.29% | 1.38% | 1.46% | Q3 2014 | Q4 2014 | 2 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.14% | 0.25% | Q2 2019 | Q3 2019 | 2 |
FIDUCIARY MANAGEMENT ASSOCIATES LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q1 2014 | 2 |
Ergoteles LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q2 2023 | 2 |
CIGNA INVESTMENTS INC /NEW | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q3 2017 | 2 |
OLD SECOND NATIONAL BANK OF AURORA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 2 |
HERITAGE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Camarda Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
NEW ENGLAND ASSET MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Maryland State Retirement & Pension System | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
KBC Group NV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Louisiana State Employees Retirement System | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.06% | 0.07% | 0.08% | Q4 2013 | Q4 2015 | 2 |
INCEPTIONR LLC | 2 | 2 | 0.06% | 0.10% | 0.14% | Q1 2023 | Q2 2023 | 2 |
Blueshift Asset Management, LLC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q3 2019 | Q2 2021 | 2 |
Edgestream Partners, L.P. | 2 | 2 | 0.04% | 0.05% | 0.07% | Q2 2023 | Q3 2023 | 2 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Spark Investment Management LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2013 | Q1 2014 | 2 |
Stratos Wealth Partners, LTD. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
TWINBEECH CAPITAL LP | 2 | 2 | 0.04% | 0.06% | 0.08% | Q3 2022 | Q4 2022 | 2 |
WALL STREET ASSOCIATES | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q2 2014 | 2 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q4 2018 | 2 |
SEI TRUST CO | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 2 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 2 |
OCCUDO QUANTITATIVE STRATEGIES LP | 2 | 2 | 0.03% | 0.08% | 0.14% | Q1 2022 | Q2 2022 | 2 |
COLONY GROUP LLC | 2 | 2 | 0.20% | 0.22% | 0.24% | Q1 2014 | Q2 2014 | 2 |
Aureus Asset Management, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2020 | Q4 2020 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
RPG Investment Advisory, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
State of Alaska, Department of Revenue | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Spot Trading L.L.C | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 2 |
Y-Intercept (Hong Kong) Ltd | 2 | 2 | 0.06% | 0.09% | 0.11% | Q3 2022 | Q4 2022 | 2 |
Financial Sense Advisors, Inc. | 2 | 2 | 0.11% | 0.12% | 0.12% | Q3 2017 | Q4 2017 | 2 |
SAC Capital Advisors LP | 2 | 2 | 0.00% | 0.17% | 0.33% | Q4 2013 | Q1 2014 | 2 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
MV CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Full18 Capital LLC | 2 | 2 | 0.90% | 1.08% | 1.26% | Q4 2020 | Q1 2021 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2016 | 2 |
AVIVA PLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
TOTH FINANCIAL ADVISORY CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.19% | 0.20% | 0.22% | Q4 2020 | Q4 2022 | 2 |
Bellwether Investment Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2017 | 2 |
Laurion Capital Management LP | 1 | 1 | 0.00% | 0.02% | 0.05% | Q3 2015 | Q1 2017 | 2 |
McClarren Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Nine Chapters Capital Management LLC | 2 | 2 | 0.28% | 0.29% | 0.29% | Q2 2014 | Q3 2014 | 2 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 2 |
Centiva Capital, LP | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q1 2021 | 2 |
Kolinsky Wealth Management, LLC | 1 | 1 | 0.23% | 0.23% | 0.24% | Q2 2022 | Q3 2023 | 2 |
Aquatic Capital Management LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 2 |
TEXAS PERMANENT SCHOOL FUND CORP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
EAM Investors, LLC | 2 | 2 | 0.34% | 0.80% | 1.26% | Q3 2020 | Q4 2020 | 2 |
Quantamental Technologies LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q3 2022 | Q4 2022 | 2 |
Vigilant Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
YOUSIF CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Mosaic Family Wealth, LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q3 2021 | Q4 2021 | 2 |
Ellevest, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 2 |
BELLEVUE ASSET MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Matarin Capital Management, LLC | 2 | 2 | 0.62% | 0.65% | 0.68% | Q4 2017 | Q1 2018 | 2 |
BOSTON PRIVATE BANK & TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
SAB CAPITAL MANAGEMENT LP | 2 | 2 | 2.24% | 2.44% | 2.64% | Q4 2013 | Q1 2014 | 2 |
Qtron Investments LLC | 2 | 2 | 0.11% | 0.12% | 0.13% | Q3 2020 | Q4 2020 | 2 |
Athanor Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 2 |
Riverview Trust Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Invictus RG | 1 | 1 | 0.01% | 0.19% | 0.37% | Q4 2015 | Q4 2017 | 2 |
Blue Trust, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Ten Capital Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Oliver Luxxe Assets LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q4 2020 | Q1 2021 | 2 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2015 | 2 |
CAPITAL ONE, NATIONAL ASSOCIATION | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q1 2014 | 2 |
SVB WEALTH LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Mascoma Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
FRED ALGER MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2014 | Q1 2014 | 1 |
BB&T INVESTMENT SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
25 LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MADISON WEALTH MANAGEMENT | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Petrus Trust Company, LTA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Evercore Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
SG3 Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Washington Trust Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Polianta Ltd | 1 | 1 | 0.75% | 0.75% | 0.75% | Q1 2021 | Q1 2021 | 1 |
Values First Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
AlphaMark Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
ASCEND CAPITAL, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2013 | Q4 2013 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
PAX Financial Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Teza Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
DFPG INVESTMENTS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Apriem Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
NinePointTwo Capital LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Junto Capital Management LP | 1 | 1 | 5.11% | 5.11% | 5.11% | Q4 2014 | Q4 2014 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Capital Advisors, Ltd. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Capula Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Hexavest Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Alaethes Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
AE Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
HBK INVESTMENTS L P | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
LEVEL FOUR ADVISORY SERVICES, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Quarry LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Glenview Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Sterling Global Strategies LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
Premia Global Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
Crestone Asset Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Diversified, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
BROADVIEW ADVISORS LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2019 | Q1 2019 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Red Tortoise LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Spire Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
GPS Wealth Strategies Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
ETF MANAGERS GROUP, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Quent Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Mitsubishi UFJ Asset Management Co., Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Cornerstone Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Blue Sky Asset Management, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q1 2017 | Q1 2017 | 1 |
Exchange Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
BAILARD, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
MONROE BANK & TRUST/MI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
CAMBRIDGE TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NEW ENGLAND SECURITIES CORP /MA/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
JACKSON SQUARE CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CR Intrinsic Investors, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2014 | Q1 2014 | 1 |
FORA Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Cupps Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Pearl River Capital, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2018 | Q4 2018 | 1 |
DCM Advisors, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2020 | Q4 2020 | 1 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
FJ Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
DENALI ADVISORS LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2022 | Q4 2022 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
WASHINGTON TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
PINNACLE FINANCIAL PARTNERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Invictus RG Pte. Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
Paradigm, Strategies in Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ELEFANTE MICHAEL B | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Leap Investments LP | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2019 | Q2 2019 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Azora Capital LP | 1 | 1 | 1.06% | 1.06% | 1.06% | Q1 2020 | Q1 2020 | 1 |
Point72 Middle East FZE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Prestige Wealth Management Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Columbia Asset Management | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2016 | Q4 2016 | 1 |
Gratus Capital, LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q4 2021 | Q4 2021 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Absolute Return Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Calamos Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Emrys Partners, L.P. | 1 | 1 | 4.21% | 4.21% | 4.21% | Q1 2014 | Q1 2014 | 1 |
AJO, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BLUE ARROW CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
Independent Portfolio Consultants, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Bayesian Capital Management, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
ELEMENT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q2 2015 | 1 |
Gideon Capital Advisors, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2014 | Q2 2014 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Numeric Investors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
Arkadios Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
CI Global Investments Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2014 | Q2 2014 | 1 |
180 WEALTH ADVISORS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Numerai GP LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
North Star Investment Management Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
HighPoint Advisor Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
EXCHANGE TRADED CONCEPTS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Three Corner Global Investors LP | 1 | 1 | 1.54% | 1.54% | 1.54% | Q1 2014 | Q1 2014 | 1 |
Castle Hook Partners LP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2020 | Q1 2020 | 1 |
Caption Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Tidal Investments LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
ETRADE Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MADISON INVESTMENT HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
CHASE INVESTMENT COUNSEL CORP | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
ROCKEFELLER FINANCIAL SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
West Tower Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
THOMPSON DAVIS & CO., INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Elmwood Wealth Management, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Virtu Financial LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Bridgewater Associates | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Horizon Investments, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Illinois Municipal Retirement Fund | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PIEDMONT INVESTMENT ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
M&G INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Infini Capital Management Ltd | 1 | 1 | 4.35% | 4.35% | 4.35% | Q2 2021 | Q2 2021 | 1 |
Infini Master Fund | 1 | 1 | 4.35% | 4.35% | 4.35% | Q2 2021 | Q2 2021 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Destination Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
LBA Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
GREEN ARROW CAPITAL MANAGEMENT LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2013 | Q4 2013 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Mesirow Institutional Investment Management, Inc. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2023 | Q1 2023 | 1 |
SEVEN EIGHT CAPITAL, LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Ascent Group, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Daiwa Securities Group Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Kore Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Airain ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Atom Investors LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
EARNEST PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Gillson Capital LP | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2021 | Q1 2021 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
EVERENCE CAPITAL MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own ARTISAN PARTNERS ASSET MGMT or have owned ARTISAN PARTNERS ASSET MGMT in the past.